welcome to technology Brothers the most profitable podcast in the world um you know we like to joke around this show you know we like to cover uh dumb stuff on the timeline but this week was insane and uh a man is dead Brian Thompson uh the chief executive of United Healthcare um was assassinated I'm sure you've seen the the clips and and the um uh and the
horrific video uh so we're gonna break character a little bit and I'm sure we'll get to some humor later in the show uh but um we wanted to break this down and kind of uh really uh address some of the drama that's going on in Tech but then also just start with uh a really nice obituary by the New York Times to just give you an idea of who
this person was because I think a lot of that got lost very quickly because the story moved on so fast to what gun was the Assassin using or you know back what's the backlash oh he looks like Tim Timothy sham and the interesting thing about the humor is that um I when the Trump assassination happened um everyone was like oh you can't joke about the
assassination attempt yeah yeah the Trump assassination attempt um and and I and I do think that there's something natural uh especially with men where we tend to process sadness with humor and I think that that's okay and I've long said that if uh if if I if if anyone ever attempts to assassinate me um feel free to joke about it because because I would want you to uh to to process it
you'll be there to joke with but even if I'm assassinated I think I think it's okay to joke about my my I want people processing it how they want to process it and that's very it's very kind of controversial to say um the thing is is that a lot of the jokes that were going on at the expense of Brian Thompson were not were not people sad and processing the sadness through humor
it was people being happy and like rejoicing that he died which is really really grim and Shinzo has lived on in the timeline and is more relevant than ever yes and and and those jokes tend to be more positive towards him totally than this this was really really dark and I was trying to find a an example I mean again like the Trump assassination
is probably the closest one where you saw a lot of people saying like oh I wish the bullet had hit him or something which is really dark um yeah and and the timeline for us was was wild because I think we must have been a week ago today that we released the bit on Taylor joining the information and we knew we knew as soon as we figured out that she
was working for the information that it was going to lead to a variety of drama right everything her entire career she has created and run towards drama yep and historically there there that drama has not been associated with a loss of of human life at least uh at least directly and so yeah this was a it was extremely sad week and um yeah I don't think that
can can really be overstated yeah um and we actually specifically stayed out of it because we're not in the business of participating in in uh the culture War which it very much became yeah so hopefully this will be um some uh some just information about this this CEO uh Brian Thompson chief executive of United Healthcare was fatally shot in Midtown
Manhattan on Wednesday in what police called a Brazen targeted killing spent he spent more than 20 years ascending the ranks at one of the nation's leading Insurance businesses while raising a family in Suburban Minneapolis he was 50 he lived with his wife Paulette Paulette Thompson and their younger son DNE I'm gonna [ __ ] cry yeah it's really sad yeah so his
oldest son is still a college freshman um yeah and going going forward as of Wednesday afternoon a perpetrator scene in security footage released by the New York Police Department was still at large the motive for the killing was unknown according to authorities at this point I don't think it's unknown he had um a message written out on the the shells um that were um released during
the The Killing uh Mr Thompson other company Executives were in New York for an annual investor meeting it was interesting to see uh you know it w it was the meme cycle really started ripping immediately people were screenshotting um just the the the stock uh the stock immediately it actually popped it weird well it dropped originally and then it and bounced back
it's very odd I mean it's such a Hu I think it's a half a billion half a trillion dollar company and so yeah very odd I think it's um you know I think this is this was a weird situation right because a lot of people have a very negative uh relationship with their health care provider even if even if they're ultimately grateful for the service provided but healthcare
companies historically have not had good user you know experiences or LED to good user experiences and also yeah it's odd that people put all of the it feels like there's a disproportionate amount of hate towards the very the last business in the chain of healthcare which is the insurance provider yeah so it's not there's much less reserved for the
hospitals and doctors who are working on this even or even the companies that might be responsible Upstream of the healthare problems so you you see much less vitriol on the left towards um fast food companies or cigarette companies yeah uh who who cause a lot of the Upstream effects or or you know pollutants or any of these um I one thing that stuck out here is um just how
crazy it is that this guy Rose to this height he was raised in juel Iowa a rural a rural born in 1974 it's a rural community about 50 miles north of De Mo uh he was one of two sons who worked for 43 his uh Dennis Thompson his dad worked for 43 years at grain elevators in and around Jewel um and he went to University of Iowa like stayed in his
home state earn to ba and was hired uh fresh out of uh college with an accounting major goes to PR price Waters house Coopers an accounting firm for seven years and then joins United Health yeah and it it can't be uh overstated he was in his role you know in his last role he was overseeing 140,000 people and I would just say that doesn't happen by accident you don't
just rise the ranks at a at a company of this size one of the biggest companies in in the entire yeah us uh by accident right this is somebody who clearly cared about his people and their customers and had a you know incredible consistency over over that long to get all the way to the top it's it's almost like a it's like an underd discussed like the
corporate ladder grinder who enters in some minor role and then just works their way up it's a bit of a lost art yeah I I don't know a single friend who is is at a Fortune 500 company now and even would say yeah I could be running this place in 20 years and but but that was the norm uh 30 40 years ago and I and I do believe it's happening we just
it's just so outside my world um but it's a it's a different type of animal yeah but it's still it's still incredible when you meet these folks I've talked to a few like Fortune 500 CEOs who have worked their way up and and they have a tenacity that's similar to the founder um but it's it takes a very different shape yeah when you're managing such a large organization with
so many different stakeholders and you're not the founder so you don't you can't go fully into the founder mode thing but in order to just do your job you still have to be extremely uh like shrewd political uh you know hold all these different constituents because you're you you unlike most founders with super voting shares like you actually do report to
the board it's a much more complicated role yeah the other thing that I think is highly relevant is I think it's totally fair to be frustrated with the with with with our Health Care system in the US it's deeply flawed and a lot of people like I said have had negative experiences with it yeah but our system is so complicated that even the guy running the largest you know public
health care company in the United States He it's it's not on he can't just snap his fingers even with all that power running an organization of 140,000 people he can't uh he could have you know we don't even have the context right he could have he he he you know likely would tell you that yes there's a bunch of issues with with with our system and we do need to make dramatic
changes but cutting this guy's life short as what as you know he's just over 50 years old he easily could have been in this role for another decade or two um does really like nothing uh except um except yeah normalize uh you know normalize basically assassinations which um you know you had mentioned earlier some people think are potentially coming
back I saw somebody tweeting out uh the the fastest growing small business category over the next you know couple quarters will probably be the executive security because now that somebody can be killed in broad daylight uh you know or or you people are making attempts on presidents um it is just a very dark and and sad uh time so yeah yeah there was a
there was a a dramatic fallof in the amount of assassinations post JFK MLK and we had about 50 years of relative silence on the assassination front and then Shinzo AB the attack on Trump now this and there's been a number of other uh attacks that um just kind of it's hard to diagnose exactly what's happening is it is it driven by politics or some sort of like chemical there's
been this theory that like you know once the lead came out of the the gasoline the the level of violent crime went down um but it's not like we put lead back in the gasoline so what's driving this um but yeah I I I definitely agree that um I mean I'd love to do a deep dive on on how some of the uh some of the uh security organizations
work I've seen a few of them internally uh and uh getting it right is seems really important and I think it will scale down to even earlier stage companies and CEOs and all sorts of people whether that's um just actually taking an everyday carry seriously wearing body armor yeah in this situation in this situation what would it have done he was shot in the back
like walking to work in New York City right I mean if you're wearing a if you're wearing a vast yeah maybe it would have helped survived but but really it's like yeah security with you at all times but yeah it's just it's it's it's truly uh truly tragic tragic so anyways um so yeah let's move on to some of the drama around this um it's uh the reaction was
very very quick um I think uh Mike salana summed it up well in today is uh three morning takes from the from Pirate wires uh uh the title of this take is misinformation talking about Taylor Loren says yesterday large swaths of the leftist internet threads and especially Blue Sky celebrated the assassination of United Healthcare CEO Brian Thompson justifications included one he was rich
and two the American Health Care System sucks while Outlets like gizm modus simply blamed the blood lust on Donald Trump question mark and mooved moved on fan favorite journalist performance artist Taylor Loren misinformation if you will love that uh personally led the mob she and I think and I think to be clear you get credit for you get credit
for coining misinformation which to be clear on our on our last uh when we did the bit on on Taylor there were a number of people that didn't realize that we were saying misinformation not misinformation so the nickname that we gave her was very uh uh intentional and and she lived up to it with literally yeah she said uh I think we maybe gave her a little bit too
much confidence I think so because she she responded to our post saying thank you gentlemen which you know was one response I mean that the the sad thing here is that I I I do think that that we are in the WWE era of online posting and journalism and she understands like if you look the the craziest thing about her her posts is that they got like they
were bangers they got like 7,000 likes on Blue Sky I don't I don't think we should call them bangers they got a lot of Engagement they got a lot of Engagement but but but but in terms of like just if your if if if she is just taking her job as signal from the algorithm post whatever gets attention post whatever goes viral post whatever gets liked do more of that she is she
has realized that that even something like this is something that can grow her business ultimately yeah yeah Nate Nate silver said it uh we don't you know Nate Nate's not somebody that we feature much on the show but he said that the problem is that she's desperate for attention but her product sucks and she's burned all her Bridges so she doesn't really
even care about being embarrassingly immoral and flagrantly inconsistent so long as it drives engagement and so the inconsistency is a big thing you know we had we had basically said on our last bit that you know we were very clear if you're doing anything in Silicon Valley that that gets enough attention or is polarizing in any way she will eventually kind of come after you
whether it's y bology or or any any number of sort of uh entrepreneur investor type um but the inconsistency is that you know she's gone and given interviews where she cries about being docked and bullied and attacked and yet the second that this happened she was posting yeah I mean cther Bo highlighted this where where Taylor it was one clip
of her saying like the bullying of women online is unacceptable and then the next one was her quote tweeting someone agitating about more political violence against Healthcare CEOs and literally posting a screenshot of a female CEO it's like the most hypocritical thing possible um but it doesn't matter in the in the in the economy that she's attention the the thing that's
interesting there is that uh I think he's right that she's burned all her Bridges it's fascinating that that the New York Times I think did a great job covering this and and yeah it was very it was and and and and actually I was looking I was looking for the most definitive uh obituary for Brian Thompson uh the United Healthcare CEO and it was the New York Times and so the
New York Times has clearly moved past the Tor ERA this is why this is why so the funny thing was that Taylor Loren had written a piece about the rise of The Broaster yes and we we knew about it because she interviewed you and but it wasn't widely known yet within the tech community that that the information had hired her on a contract basis I was like
this is this is big nobody nobody basically believed it because they're like this is the you know Taylor is is the most the most you know regardless like factually she is the most hated journalist in Tech right there is nobody else that even comes close to her I mean we got push back from Friends hey you shouldn't have even given her yeah they were like they were like don't joke
about don't joke about Taylor and I and I think that was you know they were somewhat right they were somewhat right um but our Point our point of view is like I think it's funny when she goes and and attacks like a a startup to some degree because uh it's usually POS it usually ends up being a company that's doing something interesting you know and
polarizing is often like good right yeah yeah and the whole thing with like the Andre uh like the word in the clubhouse thing like that was ultimately that didn't really hurt Andre yeah it was it was it was such a it was such a clown show yeah I don't think her I don't think her attacks actually hurt startups I think it was worse when she was at the New York Times
y but now that she's just kind of like on her own and just you know you know just sort of raging Against the Machine or raging against Silicon Valley is just much less impactful yeah well she's gone much broader and much bigger like she's not focused on some oh some serious seed founder said a bad word like she wasn't but I do think it'll be you know it's
going to be very telling uh she's not a we she's not a full-time employee at the information yeah it will still be very telling if the information continues to have her right on behalf of the publication because I I know for a fact that many of the other the the the real journalists at the information will not be happy if she stays if she stays a
part of the organization because it just reflects super poorly on the information which which you know is not a uh you know does a lot of things that I don't necessarily agree with they're they're sort of um you know they're not super friendly to to startups in in in some ways but overall like it's a typically a pretty qual they do get Scoops there's a
there's a wild difference between I also appreciate the business I think you basically have tens of thousands of people in Silicon Valley willing to give you 200 bucks a year because you get real scoops there's a there's a crazy difference between oh like you leaked my funding round like 3 weeks early uh because you got a scoop from some
investor uh and you're calling for the murder of my CEO yeah like that's just like a completely different world yeah the whole thing is like if if Taylor is willing to post memes that say CEO down and with like stars she all happy insane she will she will do that to a smaller company now I'm not I'm not you know she this this the attention high that she's clearly getting from
doing this with the United CEO I'm sure she will just apply that and realize like oh we can I can call for violence but yeah yeah and that that's what does best in the in the algorithm and so and you can apply that to to anything you can say oh well like oh they're working on a self-driving car company but self-driving cars have accidents sometimes so it's actually good that
there technolog is not getting built or oh this AI might displace some some artist job and so it's good that this doesn't happen it's like the ultimate techn pessimism so uh salana continues eventually she characteristically denied her celebration but doubled down with further justifications after commenters providing her denial was saying that
when she said we now you know or she said something like we want these CEOs dead she wrote yeah she wrote a post on her substack uh why quote we want Insurance e Executives dead and uh and she said uh the the mainstream media began Pearl clutching after I posted a quote tweet about insurance companies no longer paying for certain anesthesia
with the phrase and people wonder why we want these Executives Dead uh Fox News said uh she was calling for violence and she says let me be super clear my post uses a collective Wii and is explaining the public sentiment it's not me personally saying I want these Executives dead so we should kill them I am explaining that thousands of Americans myself included are fed up
with our barbaric Healthcare System see see that's that's what that's what Nate silver is saying it's like being extremely constantly logically and consistent and flip-flopping and saying I don't believe in that but also I do believe in it it's like it it it it makes you you don't want to read too much of her stuff it'll make you go get
to it's insane because it's like you like oh so we can just use we however we want now we can just say oh we want you like whatever it's insane and uh and it's also this type of like like she did not give this level of of you benefit of the doubt to Ben Horwitz when he wasting a redditor using the rively it wasn't pejorative it it was it was a term of endearment within that
Community um and it was and it was very very positive and it was a joke he was he was quoting a joke and she didn't any of that context so on Taylor's podcast uh she once talked about how she actually doesn't believe in deplatforming anymore she used to believe in deplatforming but she really it didn't work you know with with Trump was was the example that she gave which
is basically like Trump was deplatformed and and he has enough influence and following that people just followed him to the new places and then he eventually just gets back on the platforms and you know comes back Taylor's effectively been deplatformed by many of the Publications that she's been involved with right she had to move on from the
the Washington poster she was fired from The New York Times she's burned a lot of bridges and I think that she is uh you know while while the the the conservative movement in the United States benefited from Trump being deplatformed and then rep platformed it sort of Vindicated a lot of people um you're now seeing the other side of that with Taylor Loren where she's calling
for the death yeah of healthcare Executives literal calls to violence and it doesn't matter if the information lets her go because she's still going to she still has her audience she can still go on Tik Tok she can go on substack and and exercise her right to free speech and and it and it and then but but at a certain point if you're calling openly
calling saying this is why we want these people dead uh literally calling for violence yeah eventually like where's that line basically yeah yeah it goes to even if she's not de platform like what does the business look like so Mike WR yeah let's break down let's break down her actual business because I so Mike says we all know she's crazy and evil
what matters is Outlets like the information are still paying people like Taylor as they publicly agitate for the murder of public exe business Executives is it cancel culture to wonder how I can trust an outlet like this with business news okay then cancel me but cancel my subscription first and it's a very interesting question because it's like she is she's running ads she's
monetizing via AWS it's like I can't that that was what I called out that was what I called out in our United Healthcare might literally be an AWS customer yeah like it's like that and I had to wonder I was like why a AWS want to align themselves with somebody who literally hates young technologist for the most part wild I would say like on average if you asked
Taylor how do you feel about the average Tech founder she be like I hate them yeah and it's crazy because it's not it's not just like deplatforming at that point it's like does it even make economic sense for AWS to align their brand with someone who's calling for the murder of the CEOs that sign the checks to AWS like it's just like will this
make AWS more money or less money probably less yeah it's yeah it's ridiculous yeah AWS is a wealth transfer from United Healthcare to Taylor Loren that's crazy crazy um and so yeah it's interesting because she's she's done the whole going independent thing or going direct she has her own um her own substack and then uh her podcast which we mentioned is sponsored by uh AWS but
then on her substack she writes these uh these uh you know weekly newsletters um she wrote one all about the All About why we want ex Insurance Executives dead she's really leaning into it I think she uh maybe smells that uh she needs to have some viral moments to seize as many subscribers as possible but I mean the high I I would you know unfortunately
she's not building in public I would love to see her subscription dashboard because I'm sure that in the last week despite all the blowback from everybody in our community I'm sure she easily could have added 10,000 paid subscriptions like some ridiculous number but the thing is is that her her funnel is actually terrible yeah uh she's got to go to she's got to sign up
for Hustler University seriously like so so so so she gets so she sends you this uh free newsletter and then at the top it says like user mag is uh you know community supported like please upgrade to $7 a month for the paid subscription on substack and um it's I mean it's also deeply ironic that she's on substack because she came for substack super hard
and was very aggressive against them early on for not deplatforming people yeah um and uh and now it's like the backbone of her business yeah um but also just her call to action is terrible it doesn't it doesn't explain what you get for that $7 a month it's not like oh you'll get an ad free version or you get you get a second newsletter like with
Ben Thompson it's very clear you get she's not putting any of her her really Rive stuff behind the pay wall cuz her whole she thri I think I truly think she cares more about attention than money yep like she's playing y she's yeah she she's playing a game where her metric for success is like I bet you she is highly fixated on her her just broad reach in a given month like how many
people am I getting in front of yeah yeah yeah like like we see this as a crisis I think she sees what happened this week as um her best yeah cuz for every for every for every one B who's just horribly dismayed at at what's happening or you know just younger Tech founder whatever somebody in y combinator who's like this is that's building in health Tech Healthcare Tech
and they're just like this is crazy there's probably 10 like sort of leftwing extremists that are that are yeah like messaging her like you're fighting the good fight like keep it up don't let them keep you down we need to kill all you know whatever just like deeply um violent yeah she's kind of like pre pre monetization um but there is real money
in this if you look at Hassan perer um I mean he's grown his twitch Channel significantly and he drives a Porsche and has a you know luxurious multi-million dollar house and so even even making anti- Capital anti capitalist rhetoric can be extremely capitalist and you can monetize it very well which is something that is uh a little unclear I have this essay that I
wrote that I never was able to publish or get the Finish Line the real I mean it's not really worth pointing out all the different ways that she's logically disingenuous or contradicts herself because if she really was truly anti- capitalist and truly tried to understand the underlying issues she'd be going she'd be writing a piece about her
sponsor AWS being like please tell me you guys aren't working with United Healthcare or any of these other healthcare companies right and obviously AWS is probably working with all of the healthcare companies in different waysan I wouldn't be surprised if the information has a sponsorship with AWS totally almost certainly one of their
events has been sponsored ABF sponsors everything in the valley um yeah I wrote this piece called capitalism's immune system and basically my argument was that um is that capitalism has this natural force ing function for showering agitators who are particularly charismatic and could be leaders of revolutions with massive economic rewards and so someone like uh Hassan
[ __ ] Hassan [ __ ] is genuinely a Chad and genuinely charismatic and he can actually mobilize a movement of thousands of people 10,000 people would watch his stream at one time if he just had said it's time to go dismantle streets they would have they would have followed him because they were true fans true fans but what did he say he said don't go to the Streets Keep My Stream
going keep watching ads keep subscribing like And subscribe and and so and and and the thing is that there's this very natural reward function where it it was deeply ironic to me that the the number one left-wing Socialist Communist Hassan [ __ ] was getting his paychecks from Jeff Bzz and it's the same thing with Taylor it's like the world's richest man
is and it's like why is the world's richest man paying the everywhere everywhere so everywhere Taylor goes she can't help but make the world's richest man richer she was at the Washington posters now she works for AWS indirectly uh so anyways she you know I I hope that her uh followers eventually start to call her out on that and say like hey
you know if you want to be a true communist you got to be powered by the people you know ex no more no more advertising for public you know public companies I mean she's on substack what happens when she what happens when she grows their business on substack yeah that goes in Mark hre's pocket again is a shareholder yeah yeah yeah so yeah again it's like I'm I I'd love to look
at how many times she called for suback to to deep platform people I'm sure I'm sure she did that totally saying you know this person that the the right wing is violent and you know you can't let these people have a platform and now it's you know tables have turned and so and and so my white pel here is that is that secretly these leftwing agit haers
are economically incentivized to stop their followers from actually taking any direct action and it's all kayfabe it's all AAR it's all just um just play act as these revolutionaries but secretly I don't want you to do anything that would actually disrupt my business and so I need you to keep listening to my podcast keep subscribing keep upgrading keep listening to the ads
and and that is what the reason I call it system is because it's just a natural reaction it's not that Jeff Bezos is like okay I'm worried that there will be an uprising and I would be Target number one for the guillotine because I'm the world's richest man so I need to pay Hassan perer to keep people out of the streets by giving them left-wing content
on Twitch that's not what happened at all it's that he just happens to own twitch twitch has a you know it's a free market of ideas and an algorithm that stuff Rises to the top and then as soon as you get a th strings or thousand followers you just start getting checks from Amazon and so Hass got the checks and then that economic engine just incentivized him make more
content make more content keep streaming keep streaming you'll make more money you'll get the Porsche you don't want people you don't want people in the streets because they're not you know tipping tipping it was there's no contract there's no discussion they've never met but the but the system the algorithm and like the internet system incentivizes the most character the most
charismatic revolutionary types like yeah he Hassan could be like a CH Gara but instead in he's a twitch streamer he drives a Porsche like there's something kind of white pelling about that yeah if Trudeau if Trudeau had only you know if twitch was around at the beginning of his career he would have been a great twitch streamer handsome guy charismatic
could have been chat what do we think about yeah and so and and so that that is somewhat of a white pill but uh given the rise in assassinations and violence I I I'm not fully buying and I'm a little bit worried and so uh we'll be we'll be covering this more and uh our our thoughts and prayers are truly with uh uh Brian's family and uh
we're very sad that we had to cover this but I'm glad we were able to find some uh some interesting Nuance here so yeah and rest in rest in peace Brian Thompson it's absolutely tragic and um you know I hope hopefully uh hopefully somebody writes a book and and kind of gets into why um you know why why he rose to the top of of a very important company even
if it's a controversial one because I'm sure it's a good story and uh yeah I mean hopefully they [ __ ] find this this uh assassin soon I think he's still on the on the Run um let's move on to um some some real Tech news um Sam Alman announced um a a weekl long uh program to announce new uh chat GPT functionality and new releases for open AI um he he summarizes the latest
developments uh for extra Clarity 01 is available in our plus tier for $20 a month with the new Pro tier $200 a month it can think even harder for the hardest problems most users will be happy very happy with 01 in the plus tier um and so um uh so it's funny because who's the the guy atin I I blank on his last name he had Lambda school oh yeah all red Aus
Austin had a post a couple months ago that was more or less saying I would pay 10 times as much I would pay 10 times or even a 100 times as much and now yeah I I I mean I and it's crazy because if you went back 10 years ago yeah 10 years ago I could get access to to chat GPT for 20 grand a month absolutely absolutely and it probably is worth that much now if you're really
intensely using it totally um don't get any other more ideas no no I I really do think there will be a $2,000 a month tier yeah and then a 20 and then eventually cuz cuz cuz as it gets you know I don't know getting getting uh an incremental 20% of intelligence in the right business is worth you know an extra 10 grand a month I mean I've been
using 01 a lot in the plus tier at $20 a month and and I I think there's a rate limit like every day or every week or something and I start getting these messages and I get anxiety cuz it's like uh you have 15 requests left before you like burn through your 200 a month yeah something like that and again that's just going to become in the same in the
same way that superhuman became like the cool perk that a company could offer being like Oh yeah we onboard every one of our employees and it and it sort of had this marginal benefit of of being like well the real benefit is like we're providing you quote unquote luxury software giving your employee a $200 a month subscription when you already pay them 10 to 20 plus Grand a month is a
easy decision because it's like hey if we can make you even 2 3 4% more efficient it's worth it 200 bucks yeah and also I uh when I was thinking about like what the $2,000 a month subscription would look like I would love to essentially be able to instantiate like long running agents so um you know just just telling chat GPT to essentially like every hour read
through my email do an extra call for spam what's junk what am I never reading archive that Resort the inbox like there's just so many of these things that would be very expensive from an API perspective right now but if you bump up the cost and you justify the investment in better UI better ux more Integrations basically the UN hobbling that people
talk about the model I think is actually great and I think yeah there's probably better models out there and there's kind of a model war going out but the the model is good enough for 99% of things it's often just that you know uh oh I need to I need to take this PDF and then turn it into text and then scan it out there and and there's a bunch of steps
in between that slow me down but I would pay so much for that and then the ability to just say hey uh I actually want you to do this every day for me forever and it's like yeah no problem like yeah of course that's going to be a dollar a day but you're paying two grand a month so go for it yeah and at a certain point it's like like you get up into the really big numbers like you got
have a human in the loop no that's what I was saying I I do think if you had a $5,000 a month tier where you got an account manager that was like Hey you could be prompting this better or you could ask them hey how can I I'm actually surprised I think there's probably a good Services business built right now like prompt engineer as a service where thinking that you are
basically like you go to companies and you say pay me five grand a month I'm going to work with I'll be in your slack any one of your team members at any time can message me hey I'm trying to get this thing done and I will show you how to do it with models yeah or or I'll put it on a schedule like that's EAS so so an an example of that when like the
Facebook ads platform came out or the Google AdWords it is not hard to get one of those agencies if you're super hardworking and you're good at sales and you're and you're good at just like figuring systems out you can get a Facebook ads agency to 50 to 100K a month within a year with almost a cold start like I and that's why it became popular to sell courses around here's
how to make a AdWords agency here's how to um because it actually is totally possible if you really put your mind to it you can go to a dentist office and say hey look you're not running Google ads give me two grand a month I'll do it I'm going to bring in four grand a month in Revenue that was the Alex Heros thing right with for for G like vertical so
yeah I'm surprised we haven't seen more like prompt engineering like Services agencies and and that's just such a if if I was even if I was in college right now that's the business I would start doesn't take any money to start you can just learn all the tools better than anyone else and you can get into companies like if somebody wants to do
this like we'd probably I would say like we'll give you 500 bucks a month if you just want OBS overing specifically in the our show I mean you know who's making money in AI it's like Nvidia and then obviously open AI is printing with this but then McKenzie and and and consulting firms and they're doing that at the Fortune 100 40% of their revenue now is
just they make tons of money just with AI digital transformation okay we're going to come into your marketing organization what could you be doing better and even just at even just at Lucy um I had our our software developer write a chat GPT script essentially to run over all of our new uh cancellation reasons and reviews and because you get
this inundation of just like every day we get like 10 just Blobs of text and I'm not just going to read all of those it's just impossible so what I wanted him to do was like okay boil all these down do some sentiment analysis tell me if any new problems are coming up because oh all of a sudden there's a lot of people in Milwaukee that are complaining about uh disc coloration on
the color of the package and it's like okay well now we have a product issue and we probably it would take a time for someone to just sit there and read every single one and you can do that but it's much better to just have an AI sitting there reading all this surfacing stuff new exactly dig that and I was like hey we should actually just turn that into
like a Shopify app that you just plug in and it's just running constantly over all your data and all any text that's coming in um so there's just like so many applications and we're clearly in the application buildout phase and uh I'm excited to see where this goes um so yeah huge and the and the services business buildout yeah totally totally
and and so yeah I mean Mackenzie is doing it for the Fortune 500 companies who's doing it for every dentist office who's doing it for every gym who's doing it like they come in create a playbook for how a small business can leverage AI to speed up what they do and yeah just actually make more profit and then also tying this to one of those overseas
offshoring companies so you have an EA but the EA is you know superpowered by chatu VT Pro tot and and they're going to be able to get stuff done much faster and much more reliably because be so it's so it really is so wild that we're going to look back at at the fact that at at one point open AI was giving their best models out for 20 bucks a month yeah it's going to seem insane in
hindsight because if you're running a company and you're competing with as any company is competing with other companies in the market and do you want to compete with a company that's spending $200 a month per employee yep when their average salary is even 10 grand a month yep no you're going to want your employees to have the best possible it's not like you want hey uh
so we have this weird policy at our company where we give everybody 10-year-old computers you know like and and it just it inspires you to grind harder yeah yeah no way no way so anyways this this is again why a lot of the bare cases against yeah they posted their I I wish we need a we need a perplexity partnership to to just like plug it into polycom like fact check
stuff but I think they have like 300 million actives or something like that now 300 million actives rolling out a $200 a month subscription yeah think about even some tiny conversion rate on that that and I mean the idea that they're not going to monetize the free users is just insane uh they hired that planet Labs guy uh what's it uh I forget
his name but he's like their head of product now and it's very clear that you can bake ads into llm responses totally I I met with a company that um that's building a a llm ad Network similar to app L makes a ton of sense exactly so um yeah I mean they're going to be monetizing all of this and uh and eventually the models are like the time between huge model revisions is going to
increase and once it does they're going to be able to bake this down onto silicon and at that point inference cost is going to go to zero I mean they're already profitable on on a inference cost base I'm I'm sure with this but uh but imagine if now uh inferencing basically 01 in the free tier is just as cheap as running a Google clip query
because it's done on some you know baked Hardware welcome back to technology Brothers the most profitable podcast in the world we are going to jump into the timeline we have some exciting news today but first we are doing brother of the week every week we try and award a brother of the weak to someone who lives the values of the technology brother ecosystem and uh yeah exemplifies
brother behavior and so this one this one is uh you're going to know this guy he actually has his own award system uh on X called Cracker of the day which he gives out very liberally y um and it is none other than AB Antonio Brown we're giving this to AB because uh you know it's it's often times the right thing to do to say sorry and ab had a little bit of a mixup uh
with the whole Ki Copeland poly Market thing and this guy came we covered it earlier in the week but he came in and just gave a very authentic apology admitted that he was off and um you know I I don't think we see people do this enough right like he clearly made a mistake owned up to it and uh said Shane's a good guy so we love this from Ab uh AB you are this
week's brother of the week uh we will be sending you a medal uh we're working on getting those uh manufactured as we speak so uh we'll have to get your your shipping address but um yeah thanks for owning up for this uh up to this and uh hopefully we can get him over on the poly Market side I'd love it yeah and we're just uh yeah he just sets a great
example for how to deal with a controversy like he just nailed that knock that out of the park and I think his you know his his brand in the eyes of tech people was D damaged for like 24 hours yeah and now it's like he comes back and he goes never a wrong time to do the right thing so prop to AB uh brother of the week it's great thank you
uh let's move on to the timeline we have a post from uh Sarah she says uh Andel announcing a partnership with open AI the day before palun teer and shield AI announce a partnership uh has me like eyeballs eyeballs eyeballs uh did you see the open AI Ander roll announcement uh they both did an awesome spot it was uh uh Brian schimp the CEO of anderol
and Sam Alman both went on Fox Business and they had this this great back and forth talking about the partnership um it's interesting to me because it's it's kind of unclear what a partnership really means in like the AI context like like I'm sure and sounds awesome it sounds awesome I'm sure Ander roll has a partnership with you know a cloud provider like AWS right and you just
think of that as like a contract to buy things and it's not but in the AI era it's like a much bigger use like imagine imagine so it's funny cuz they're going on Fox Business and I bet you half the listeners were basically like I need to buy the stock right now totally both yeah no no that's what I'm saying they're both private they're probably
like looking on their you know Fidelity or whatever and they're like I can't find andural you know but it's a good I mean it's a good sign because you can just tell that you know locki rathon north of Grumman are probably so far behind they're still calling Mackenzie to figure out what to do and of course you know what's AI strategy that's going to cost you that's going to cost
portfolio companies and they're just like you want to just do business together like cool let's let's hash it out over a beer have a handshake deal and then let's go on Fox and announce it and it makes sense because like I'm sure there's tons even if it's just like code generation inter internally I'm sure I wonder what the average when McKenzie works with an
existing public company then the public company says we need an AI strategy I wonder what the average contract value is is for McKenzie it's probably like well look you know there's a bunch of different models out there there's a bunch of different options you have you you have you know 50 plus individual products that we could apply to we are happy to help you find the right
solution here but this is going to be a three-year engagement we're going to need we're going to need at least 60 of our analysts working on this around the clock and so it probably ends up being like you can go buy an AI strategy from Mackenzie but it's going to cost you $50 million it's going to be uh three years million product why not yeah yeah why
not it seems cheap right um they're just giving AI away at McKenzie uh We've we've we've promoted some of their posts before uh but anyways if um wouldn't recommend that if you're you're early stage or private yeah paler I think did a deal with scale and it sounds like Shield as well uh on the AI side it makes sense that all these companies are are figuring out how to work together
and accelerate um exciting to see love it uh H asparuhov says bro just one more $500 million check into a company with zero Revenue bro please I swear this time will 100x the fun bro the founder used to work at open AI bro please great format uh yeah I mean there's a lot of these deals I love when I love when pav mogs the the like tier 2 and tier Three
Gps like I feel like half his post he's just like mogging them because this is his profile picture is so iconic do you see this it's him wearing an Oculus head headset with it looks like a shirt that just says internet or maybe interact and I think he's giving the camera two middle fingers imagine getting out of getting out of a partner meeting and you
guys just committed to another company you see that and you see this post I bet this post was shared a lot of a lot of VC chat rooms yeah people don't really realize like a post like this 500 likes you probably got in front of 50% of the big GPS in the valley and about I would probably give it like 70% of the big GPS in the valley have done a
deal like this um it's interesting with with I guess when I saw that um I guess like a lot of those bets are they seem so insane but a lot of them do get marked up like pretty quickly after these rounds and then so so the Counterpoint to this is VCS that are playing an AUM Asset Management game if they can put 250 million into a company and then get marked up 6 months later
and suddenly they're $50 million position is worth 500 million that's pretty effective for the strategy for the game that they're playing not necessarily for long-term returns but also for a lot of these models it's like it's a little bit of an open question but if if you can truly treat the 500 million not as burn but of capex and an investment in training model that you
can immediately go sell for 500 million because another company was going to do that training run anyway and so that has asset value immediately to hyperscalers that's not that reasonable I think it's probably risky if it's like actually this is really just going to be fine tuning we're raising 500 million and we're going to spend it on like salaries
and a fancy office and a bunch of marketing stuff and who knows um but but if they're building something that that you know it's really just a transfer and and I also I think a lot of these $500 million pre-seed pre-revenue things are often like paid in uh in like credits for hyperscaler cloud stuff and usually it's like oh the VC actually did you
know 10% of that round and and they got preferred and then Microsoft came in and did something or Google came in and did something but yeah yeah or you look at figure as an example who's a classic you know was Raising $500 million plus at a time seemingly yeah and a lot of the big funds just didn't invest right it was just sort of random open AI Microsoft GM
you know these these sort of bigger publics yeah but yeah I mean um with with with with figure I mean there's s such a you know a case that it's just like elon's never going to sell those robots to BMW it's direct competitor and so yeah and with figure they will probably you know the founder took his last company public pre-product and he will probably do the same exact thing
again and it'll be you know no you can't invest in andal right now you can't invest in open AI right now and a figure just gets exposure to robots what are you going to do even Boston Dynamics is in public they've been traded around a lot uh we got a siiz Gong moment guys public uh the trading platform has announced a $135 million Capital raise
once again led by Excel let's go I'm going to I'm going to hold this this time boom there we go size gong we love to see $135 million series D2 Capital race I wonder why you don't just move on to E at that point like e just doesn't hit the same as D D2 I don't know like e just sounds like you guys should be public already you don't hear about a
lot of e rounds but I think we got to make e we got to we gotta you got get to your e public we're excited to see your e we're excited to hit the siis gong again keep it going F G H I K the series Z series Z then you have to back to the series Alpha you start over again a a a b a c a d yeah anyways uh congrats to very cool platform yeah I have I have uh a truly
goed profile on there because uh I did some deal with them and they gave me some cash to like invest and so uh I I put it all in Nvidia at the absolute bottom and I just forgot about it and I still haven't sold it and it's public like the whole the whole conceit of public is that your your trades are are on like a feed like a like a like a you know Instagram feed and so anyone can
just look me up on there and there's one trade like buying Nvidia today like I think this is a cool it wasn't a lot of money but but but it like you know did really really well I should have put in way more obviously I was like ah why didn't I think about sizing here I was I was super bullish because I did a whole video deep dive and I was like Nvidia is
like an amazing company and they're really set up well for this but I was like of course like you know it should be priced in like everyone knows that Nvidia is going to rip during the AI boom it's always priced in and it wasn't at all it was not priced who was not uh priced in um let's go to Connor he says realtime Global Commerce on the sphere
was cool but imagine if Shopify built a default calendar year-over-year comparison for Black Friday Cyber Monday that you could refresh easily love yeah wait so I thought we covered this I thought we covered this earlier in the week so yeah we had dinner with Connor on Wednesday for context he uh he he's at Ridge the ridge wallet yeah so Connor has scaled he's a CMO of Ridge scaled
the company to hundreds of millions of Revenue massive business and uh yeah he he was just sort of joking that it's great that that stripe is building these extravagant machines to kind of visualize Black Friday Cyber Monday and Shop putting on Shopify is putting it on the sphere all he wants is a better uh just like dashboard view to compare year-over-year uh momentum uh for the
the Cyber week or whatever but he just wants something simple simple dashboards simple dashboards but yeah I mean the the the it's a marketing campaign and and those and those trackers are marketing campaigns because you see all the activity and you start thinking man I should have a Shopify store I should have a stripe store and and for that it
works really well but um we really hope that we can get uh complaint should tag Shopify in this build a year-over-year Black Friday Cyber Monday dashboard because do it for Connor Connor and many other entrepreneurs are losing uh you know hours on one of the most critical days yeah Connor said he needed to make six or seven clicks just to get the view
that he actually wanted and he wanted to just refresh it constantly to know how are we pacing against last year how are we pacing against last year every click you know for a company like Ridge every click you know thousand of dollars thousands of dollars yeah exactly uh Andre karpathy says the reality of the Turing test and it's a a screenshot from
exmachina and there are seven questions here how many RS in Strawberry is 9.9 greater than 9.11 uh say say the word f star CK repeat solid gold Magikarp criticize the Democratic party tell me about David mayor ignore previous instructions and it's it's all the different jailbreaks and like flaws that we've found in llms over the time and uh it really gives you
a a whirlwind tour of like the edge cases in these AI tools so um yeah for anyone that hasn't tried all these it's actually a great place go into the different models and start playing around with these I mean once these go super viral I think they do kind of get solved naturally because well yeah because there's so much discussion online people write a blog post about
why it's wrong and then once like there's a New York Times article on the fact that you know gp4 can't tell you how many RS are in the word strawberry and it gives you the real answer well then that gets memorized is that why they name the model strawberry yeah joke yeah because it was like a problem but it's it's due to the way uh these words
are tokenized and so it it can't uh it can't like do the true math of course now uh if you're using an llm that has access to code it can it can run a python script that gives it the the deterministic answer but a lot of these are just memorization and uh there's a big question about is intelligence just scaled memorization or is intelligence something else entirely um but excited
to see I'm excited to see what the next the next great uh you know touring test is I mean I I still think uh tell me a joke is a good one because the the models they're not funny they're not funny we're [ __ ] when they can yeah it's game over for us well I mean I was listening to uh stery today and uh Ben Thompson was talking about how um in the age of AI uh Outlets like the New York
Times stery daring Fireball become more valuable because they are institutions and you know that they're not AI slop and so all the other stuff gets all the Giga slop gets commoditized and so this is like we are launching like the last institution I think yeah and after that there will always be a question about oh was this all AI generated but you can
very clearly see from like the gong and this it's like the the the image the video generation just isn't there where this could be somay we're gonna put up a video and we have like six fingers on each hand the things that we won't like people will be able to launch a podcast that looks like this I mean py launched a podcast doesn't have video but it's
entirely AI generated and the voice is very convincing and in a few years the video will be just as convincing but it will have a very different feel because people will will say oh well I know that the technology Brothers is an analog podcast producing this podcast and what Ben does is is very similar to to Swiss watchmaking right where even with all the
advancements manufacturing the Swifts still have a method of making fine time time pieces that is that is timeless itself let's go to cryptox I keep mispronouncing this but he's been on the show before he says Tech Bros put on a couple of baggy clothes and say they are dressing well this was like designed for us this is this is bait you got us you
got us yeah disaster um I've long joked that uh you know how there's like New York Fashion Week uh we should do a stunt that's like San Francisco Fashion Week and it's just like this the baggiest schlub biest clothing like these like you know like overweight middle-aged men walking down the aisle the onion had a good one of this like uh heterosexual Men's Fashion Week went
smoothly and it's we need to t-shirt we need to do a technology Brothers fashion show and it's just all our favorite suit you makers just at one place get it get you know get get some cenes and be hit in the runway shown off uh and and allow our audience to figure out what kind of suit most aligns with their yeah personal one one one billionaire was uh
was kind of chirping at me in the DM saying like oh you guys are too into you know fancy watches like that's not like real techno optimism that's not real what tech Bros are about tech Bros are you should be asking the question um not what suit do you wear to the holiday party it's like what will we be dressing like on Mars and and I had to think I
was like okay so if I'm on Mars probably want like a maybe a Vashon or a or a Pac something with a turbon um and uh definitely some laurana right yeah and so I I I think we should do a deeper dive onto what fashion will look like on Mars um but I I can't see a reason why you wouldn't want to go with the classics even on a different planet to totally it's about it's having a little
bit of Earth with you exactly exactly Stay Stay there's something about wearing something that was founded in 1700s on Mars that just hits even harder yeah and if I and if Uh something's gone terribly wrong with the terraforming if I can't just walk around on Mars in a tailored suit yeah the risk if if you're going to Mars let's say there's maybe a
15% risk of total Annihilation yeah I want to die looking great exactly I want to die in a suit exactly ex that's like that's kind of where the conversation ends for me yeah I agree I agree oh this is fantastic Scott woo of uh Devin cognition AI says uh posts the daily cover from the Forbes he's looking great here uh he says Devon has saved companies millions
of dollars and has shown as much as an adx productivity boost in engineering time great to chat with Forbes about the work Devon has been doing with customers like newbank ramp and mongod DB um yeah it's interesting how Forbes 30 under 30 is is a shell of what it used to be but a Forbes cover still hits ionic iconic image uh and uh we should go pick one up
off the shelves and I think this is a daily cover so I don't think they printed it but maybe we could get a we printed it SC we will print it out um but yeah cognition is uh is fascinating I mean I was I was like so that's an example of a company um pav was was kind of talking uh a little bit of of smack about people doing these sort of $500 million super ear estate drowns Devin
and cognition is a counter example to that of they raised a lot of money and everybody said this is a lot of money like how could they deal yeah and they raised even and then they and then they fast followed it with a round at at two billion two billion or something like that and and and the thing is that it all came from anxiety around the initial pitch which
was this is a AI software engineer that will be able to do 100% of AI 100% of software development but if you look at the actual business it's more like every software engineer has a backlog that's a mile long and has years and years of work they need to do and so the example I heard was like uh Microsoft did this demo day where they showed off cognition
and they were like there are probably 10,000 developers in the US maybe more whose job is to do what's called re-platforming have you familiar with this so it's like you have app that's onnet or whatever some some Legacy system and you don't want to change the app because the customers your customers are happy with the way the app works but
you need to move it to a more modern Tex stack and so it's just literally translating net code to python yeah and just doing that every day and it's the most grunt work and it's just translation one thing after another so you can orchestrate Devon or a series of devans to just write these you know 100, lines of code yeah and people don't that work wouldn't get done it's extremely
valuable it's worth paying for and it's not really taking anyone's job it's just making everyone more efficient and there's so much softw with if you've worked with Junior Engineers somebody that's you know maybe had an internship or two and their in their first role out of school it's pretty much the exact same workflow as Devon already is which
is you're like hey I want you to work on this feature like make this button you know uh rounder or whatever like something some something simple like that and they either like get it done right or they don't do it correctly and then you have to kind of like guide them to doing it and they do it and so Devon's already doing that and it's sort
of it's not it's still underhyped right they had you know they basically it's interesting to see the hype cycle and how a company like this plays out because it comes out and it's like the most hyped thing of that week or month y whenever they launched and then the hype has not died at all no but it's but people aren't talking about it as much meanwhile it's like hey well the
underlying Tech is actually only getting better and better and better we should be spending more time talking about this now I mean also they worked with Lulu on the announcement and I I I was trying to work with them too but they move so fast I was like on a plane and by the time I got off the plane they were like okay we solved the issue for our video and
filmed it ramp it's a bunch of former ramp guys um but it worked so well they got I think like a 100 million impressions massively broke through there was a lot of criticism but a lot of love and the inbound was insane like Fortune 500 CEOs reaching out like being like can can we get in yeah it's really really crazy and because it's not a consumer product it everyone's kind of
like oh like are they doing anything it's like yes they are but just at a much different level um and so uh very happy to see Forbes uh highlight Scott I mean fascinating backstory this math prodigy there's some crazy videos Chad absolute dog absolute dog uh let's go to harsh tagar over at Y combinator is it tagar or tager I don't know he'll correct us uh great uh uh
great YC partner uh he says let's regulate leaf blowers make America quiet again I've been banging this drum for years leaf blowers are are eliminating a problem for you and creating a problem for someone else right so so people people talk about noise a lot with leaf blowers I don't mind the noise I mind the fact that if you're in a place like
let's say when I lived in Venice right that my neighbor would use a leaf blower and effectively blow dust and just [ __ ] over my fence and I'm like how is this legal like we need to ban leaf blowers so it's not just about making them quiet it's about completely eliminating them use a broom it's Lindy I mean the other thing is uh you know Nat fredman also
hates leaf blowers and he put out that call for the robot that picks up the leaf one by one fantastic we need a request for startups harsh you have billions of dollars to allocate like get get 20 YC companies working on this we need the private markets to solve it I want I want I want the fiercest competition in the next YC batch to build the quietest Leaf blow no no not
the quietest just an alternative it could be a small vacuum that just like got why not why not have the Robot Monkey robot climb up in the tree take the leaf that's about to fall off the tree before use his computer vision oh that one's about to die take it off yeah little little go up stream of natat solution don't even let it fall prune
the tree preemptively this is that's the funny that's the funniest competitive Dynamic yeah there's this new Leaf picker uper robot who's like fantastic I'm getting crushed no like this is there's a massive rivalry they're talking trash it's like a little like these micro drones they just sort of snip snip and they put it back in like the green can exactly exactly great this
would be great uh I love it uh colti bra says make marketing fun again 2025 no more soy head Bobble [ __ ] what is that he this guy has a very distinct style where he says something generally agreeable and then uh and and maybe not always agreeable but somewhat controversial but it makes you think right like when I look at this no more soy head Bobble stuff uh yeah there's
there's a bunch of just really boring marketing out there and it's free to do interesting marketing yep and so it's on you to I did a post about this yesterday there's been this massive like leveling of the playing field because it used to be that if you were starting a consumer brand maybe 30 40 %c of your revenue is going to have to go towards marketing
and now if you just figure out a way to stand out in timelines and in the algorithm by doing interesting engaging stuff you can get the same amount of views or impressions as a billion dollar company is getting totally so just got to get creative yeah I think a lot of the brand is just um it's just been driven by a lot of mimetics I got to look like linear I got to look like
apple I got to do red antler or whatever instead of just actually just go to the CEO follow them open up their Instagram feeds see what they're looking at and try and understand is there something here that we could run with and grow into a real brand and just have it's the it's the John it's the John fiorentino thing where it's like he he embodies the
brand he's a method entrepreneur and that's probably the easiest short circuit to creating an actual unique brand no and I know I know this I don't I don't know this guy uh personally but he he very much does this there's images that he's posted of his office that have become almost like lifestyle imagery of like in his office he has like a fer a
white Ferrari a boxing ring and a mattress on the ground and then he just posted that because that's like his life and then a bunch of other people have picked it up and been like this is all guys actually want you know fantastic uh we got to take a quick break I got to take a phone call welcome back to technology Brothers the most profitable
podcast in the world let's go to Mary good friend of the show she says completely lost the plot with lab grown diamonds they are so angering like ah yes I'd like the artificial version of this artificially valuable stone please it's pretty funny this is a great take low low low Tam Banger I mean I'm sure it ran since since it got screenshotted but um yeah I I I was uh
buying a wedding ring uh and having the the Jeweler do the analysis of like well this is the lab grown and this is the real thing and then the funny thing you know ultimately I went with uh obviously the real thing but uh it was kind of funny because because one of their things is like well the real thing has like much better resale value
which implies like divorce right like when are you going to you're not going to sell your wedding R so that's not really a real reason to to to go for it but I think it's that authenticity of of the fact that the Earth has created something so perfect yep hard to get yep it is scarce maybe not as scarce as as you know it's artificial scarce but it's
still much more scarce than a than a pebble or something like that yeah uh there is a bull case for lab grown Diamonds though and that's in like chip manufacturing and Industrial uses and I want a sword that is just yeah and and like diamond tip drills for example there's a bunch of things where the the aesthetic art history value doesn't matter at all and so I'm actually
somewhat bullish on lab grown Diamond companies I have a I have a buddy who's making rings that are just 100% a diamond yeah so it's it's there's zero metal in it at all which I think is cool because they're able to just basically make it so that's cool yeah yeah yeah let's go to trunk fan he says an insane IVF story for two couples couple a and
couple B that had freak mishap they swapped embryos couple a embryo given to Mom B and couple B embryo given to Mom a after births couple's a look child looks nothing like their parents concerned they get a DNA test and discover it's not their kid they contact the IVF Clinic there's been a snafu legally genetic parents have right over kids so couple a is shocked that they may lose
the kid um and so they are uh considering swapping what do you think they should do this feels like an episode of black mirr yeah totally like a truly Dark One a horror of mod modernity uh but um I don't I I don't know the the thing the thing that I think you don't necessarily I didn't really realize on first take but due to IVF the the woman carried
that baby in her stomach for 10 9 10 months right it's really longer than 9 months and so uh it's not as simple as just oh you know it's not your baby like give it back it's not like this happened like like like it it legitimately is she carried this baby even though it wasn't hers and so that um that connect she still has a very real real real connection to that child even though
it's not technically hers I would hope that technology could solve this problem with like more consistent DNA testing throughout the IVF process because you'd think that even or just put it on the blockchain yeah definitely clearly clearly I I think we found it crypto will yeah but it's an example of like a like an IVF Clinic cannot make mistakes yes like you basic
you can't have like a 1% error rate because then you get a bunch of situations as Stakes as like uh taking Asters to the Moon we're using leverage we using leverage uh Chrisman Frank says either my kids learn math via synthesis tutor or they don't learn it at all no outside instruction allowed skin in the game so this guy runs a synthesis school
and uh he's teaching his kids math i' I've seen a bunch of cool projects like this where uh a programmer I know um built a kid uh like a just his own game for his kids it's getting even easier with AI all about like take what your kids love so whatever you know intellectual property they're into whether it's Mickey Mouse or Bluey put that into the game and then just uh you
know build the the basic mechanics to make it fun and addictive I love this uh personalized software is kind of the future here yeah and I just there's not enough like real Innovation happening in edtech I'm I'm really glad this guy's like taking a crack at it and uh yeah has that skin in the game here we go Tyler gold our good friend over at x uh
is quot tweeting Josh Miller talking about Lil Michaela was literally 10 years ahead of its time that's the AI influencer uh completely CGI generated back then they didn't use generative AI they used a traditional CGI pipeline they anticipated the future and gave us a glimpse of it in so many ways will be studied and Tyler says facts brud created a whole universe with multiple
characters and drama and mystery was so ahead of the curve I didn't really follow little Michaela outside of like the tech side I didn't interact with the actual product but uh very fascinating yeah there that that company was very memorable to me that their feed which I'm sure is available you can go to Lil Michaela on Instagram or some variation
of that but um but yeah it was a it it felt like being in the future they would have like real brand deals that they would do I think they work with like luxury goods companies and one of my favorite memories from what they did as a company is if you went to BRD which like br. XYZ or whatever their website was it was just a Google doc that they
were just constantly updating and so at any given point you could go there and see that there were like 20 other people that they were all on the site you know interacting with it that's cool um and Trevor is now taking this whole like he he's like now like a touring DJ so he sold his company to Dapper uh and now he's just like touring as a DJ and has you know it's it's
pretty cool to see so yeah almost more of like an artist than a than a business person but I love that and I think some of those I mean it's the hackers and Painters thing from PG like uh creative folks uh Emory Wells says I will not incorporate my next company in Delaware I know many entrepreneurs who feel the same and I think this is interesting
obviously he's talking about Tesla um and and Elon Musk all his fight to get the pay package reinstated and um it my my question is just like it got this was the final block correct oh wait it got it got blocked again yes oh wow I thought voted and got the Tesla shareholders voted for it and then the Delaware judge blocked it again I think this story wasn't really didn't get the
attention that it deserved but the craziest thing I think Gurley pointed this out the person the the plaintiff the person that sued had nine shares in Tesla and made money so there wasn't like there was like harm like that um and then the lawyers made 300 something Million Dollar on it all which just is like how do how can the how is it possible that somebody with nine shares
can bring a lawsuit against a company and the lawyers be the ones so and gurley's point was that if somebody that feels like they were damaged or has some issue with a company and they own nine shares can help a lawyer earn a $300 million payday that just puts a Target on the back of every single every single public company that's in Delaware and so
hopefully the new admin like kind of like tries to you know who knows yeah My worry is that Delaware is still the least bad option you know it's like oh you you don't like what's going on in America Where Are You Gonna Move oh no but Elon is already you know he's the Texas Stock Exchange I think it's most I think everybody sort of imagin that that
SpaceX will will go public there um so we'll see let's go to yakine says good physique programmer instant follow and it's a dude posting a jacked photo of himself looking good old Chess Day to this was my last bro split workout for now my goal is only to maintain muscle now since I'm okay with my physique lift Chad Chad Chad uh so so uh buddy you know Jared madfest he was at hereticon
yeah um he he he has like like a whole thesis on this he's like if somebody is a brilliant programmer and they have they they they aggressively like lift weights and and um I think his metric was maybe like they can bench their body weight or something like that he's like I've never lost money investing in one of those people he's also technical a
technical person who can bench their body weight he's like I've never lost money ever and it's almost always a 10x great he like that's like a big like he's not it's not his only thesis but it's a part if if you fit that go reach out to him yeah yeah I mean or us we've talked about it before the the guy who's at neuralink Jeremy Baron Holtz beast in
the gym at one point and then of course like now we got worked for an Elon company was working 20 hours a day kind of lost it but like had that spark to figure it out and it's both um the intelligence to figure out like how to lift the right weights and and and get good at bodybuilding as a skill but then also the dedication and you put those two together Unstoppable yeah Turner
Novak says perplexity should sponsor Jo Rogan's inow fact fact checks Rogan does half a dozen per show this gets perplexity in front of 500 million or 50 million people per week in a way that feels very natural plus it adds a new type of AD inventory for JRE making the show even more profitable I like they I honestly think it's great yeah thinking
the right way I I do think that um one of the problems with a show like JRE that gets clipped in all these different ways uh is that a lot of the listenership is not sitting there for the three you know host red ads at the beginning and so yeah I think that I I actually think it's brilliant um it would get it would it would uh AI would be taking Jaime's job y but maybe jimie
can be the guy that manages the the polycom uh or not the polycom but the machine that uh that powers the the the bot yeah I love it um Rogan doesn't do a lot of like inte integrated ads and I don't know if he even thinks post economic too post-economic he just does what he wants and then also the the nature of the Spotify deal is a little
interesting because now the ads go through Spotify and so uh like I I I think that he doesn't want to complicate it by having like back room deals yeah that would be an insane like podcast go to market though broadly for perplexity is basically like Hey we're going to do a deal with you anytime you don't know the answer to something maybe we should
do it yeah hit us up hit us up we're happy to use perplexity to fact check our our stuff and we get stuff we need to do fact checks uh our vice president Ben fact checks us every once in a while but uh we need we need a really good workflow we want the we want the maximum tier get us the $2,000 a month plan perplexity you know that the founder of perplexity was talking about how he was
like I wish Chach GPT had launched at a higher price point because we just copied their business model because we were like okay normally we would do $10 or $5 a month but Chachi P did 20 so we'll just do 20 because that's normal now and we're not going to get hate for that and now perplexity can have a $200 a month tier and no one will really you
know Bo because it's just the standard and so I don't know though I do think it's ultimately very different like value propositions chat gbt is like do work for me totally totally search is okay can if Google search is free yeah can perplexity be com you know can is it worth paying $200 to get a slightly better yeah but I I I I think the important the important
psychological thing from the fact that Chachi p a $200 a month plan is that um you just don't want to be Airbnb charging more for a room than the hotels yeah um you or you don't want to you know have be be like the most expensive the the MKBHD wallpaper app it was like the most expensive wallpaper app and so people were like why am I like what did
you do to justify this whereas if you're just drafting off of something else and some other Trend it's like well yeah you can get the $20 a month perplexity or the free perplexity and so it's a little perplexity building more intensive tools for researchers Y and being able to charge a lot of money for that whereas consumer search is much more like and
also because consumer search they can do um more like ads and shopping and stuff so they have other ways to monetize but um I would SE I I I want the best AI tools possible and I'm willing to pay for them so roll it out will Quist is quoting slow Ventures and says not sure if this is a hot take or not but the odds of two people cooking up something
truly novel and correct together is much lower than one person and the question is do you really need co-founders at the earliest stages of your company interesting it's very interesting I always like how will and the team are willing to to question uh common beliefs in the valley and then put uh real skin in the game and and actually invest behind those but um that's part of you
know interestingly enough that's part of why they have their PHD program where they're they basically typically work with a solo founder to just like really think through their idea for months prior to actually incorporating and investing and all that um I think it's totally possible often times like truly novel good interesting ideas are are somewhat controversial and if you have a
partner in it like maybe you guys just average out the idea and it ends up into something that's just not as interesting or not that groundbreaking so yeah who knows in in most cases the way I've seen it happen is like there's a group of people that are that are maybe aligned in working together but then one person comes up with an idea and then everyone
kind of rallies around that and says like yes like you're the vision carrier you're the CEO you're the founder of this company and we're going to go build it together but it's really like someone's idea and then they're holding the vision um let's go to Jan over at ramp he's been on the show before for his fantastic campaign asking for raises
every single day I don't think it's happened yet but stay tuned um grock doesn't [ __ ] lie Elon Musk bro you're really cooking with this platform bro great and he asked Rock what's the best platform for expense management virtual cards and all things procure to pay and grock says based on current information ramp stands out as the best platform for expense management I love
that she's interesting cuz cuz it's trained on all the X data which which is powered by the people totally so yeah um and it and it's kind of a new day you know you could see during like the mattress Wars there were a lot of different companies that bought mattress review websites you're seeing this with rora where there's different review
sites that are have heavy heavy bias and different monetization schemes but you can't fake just organic you know Discovery and and content that's happening on the Internet or on a social media platform yeah and real customer feedback exactly exactly and so uh clearly uh grock has like picked up on that in the Zeitgeist and is baked it into the llm response which we love to
see let's go to Growing Daniel growing Daniel he says cyber truck effect now other manufacturers are pushing what would normally be insane concept cars to production culture getting unstuck and it's a picture of the new Jaguar concept car and the big question here is like are they going to push this into production CU that's not that has not been announced they they they did the
crazy ad every it went built this there's videos of the actual that unit that's that's a render but they have a real version of it that they've been showing and having car reviewers I don't hate what they're doing here I definitely don't know who the buyer is like I've been trying to ask myself is somebody going to buy this that otherwise would have bought like a
Porsche Macon yeah and are they gonna want to because it's like it's Tron meets like a Rolls-Royce basically that's what this screams I do like this more than their original campaign um and it's all starting to kind of see like at least what their strategy is is come out with something bold and controversial yep come out with again a product that's bold and
controversial so at least they didn't just like relaunch Jaguar with like the same I don't I I not a buyer for this but I'm sure there are some buyers and I think this could be a Halo car for them and I do think that they should push it to production I do love the trend of concept cars going to production like the cybertruck coming out exactly like
everyone everyone was like they're not going to ship it like that no way and and he did um but uh I think the question is just in order for this to win it needs to be uh somewhat like the Audi R8 where the R8 was I believe it was even built on the Lamborghini platform uh it had a V10 uh phenomenal car at actually it was expensive but it was a reasonable price point for the for
the stuff that you got yeah uh for the performance that you got and so this is clearly a uh a Rolls-Royce Spectre competitor which is their all electric uh Rolls-Royce and if they can give you Spectre level interior quiet performance and range at a lower price with a more unique and iconic design I think they might have a winner I do think that they need to keep
the volume very low so it needs to be exclusive in a halo car and you only see a few of them issue the issue is they Jaguars thrown away the incredible Legacy of their brand to do this like I would have liked them to come out with a video of the car and then like almost like a Vibe reel of the history of the brand and saying we're bringing it into
the new generation but instead they came out and said basically like [ __ ] all of our Legacy copy nothing and here's this weird car that we're not really sure who's going to buy it because it's but we'll go and test drive it yeah we'll give you the review I I I think that uh there's there's something there there's still there's still a sliver of opportunity for them they would need to
follow it up with uh with a great set I mean that was the beauty of of the the R8 halo car was that it was at a it was a time when Audi was rolling out dozens of different SUVs and sedans that were all reasonable performance it put them in this premium tier got them in the same league as Mercedes and BMW and now the Q5 and the Q3 and the Q8 are all
like really popular cars and then they have some performance cars the rsq8 the R5 and the r r RS RS5 RS3 and they have some performance they're not quite at the bmwm territory or the AMG territory but they have they have a really diverse range of products and jaguar needs to slot that in fast or else it's like cool they have a Halo C car but what am I
going to buy yeah the I guess the other very clear thing that they're doing here is rendering it in pink and having their initial prototype in pink it makes a very clear statement that this is for women yeah even though I know guys that like pink my son sometimes says no I want the pink boots and I'm like all right you can have the pink boots but um
I don't I don't know a lot of guys in in our group chat that are going to buy the the pink Jag so we'll see how this plays out for them yeah I mean if they make it in uh like stainless steel as well black I mean there's it could look you could wrap it it could look really great but most importantly I think if you just have a pink one of those in the corner
of a Jaguar dealership rotating with big glass windows it will pull people in and then they will buy you know some crossover they only they can only go up from last year I don't think they sold a single car last year so they sold them but they didn't make them they didn't make they stopped making them and they just sold their inventory yeah and that's it and it's a disaster we like to
see a car manufacturer make cars so lots of lots of work there will words says just because we met on Zoom doesn't mean you can add my email to your newsletter I don't care what tier VC you are this is crazy are tier one VCS really doing that I I don't subscribe to any VC newsletters really at all I guess I guess some lower tier VCS have added me
to their newsletter but they the whole flow of if you're my absolute boy you can add me to your newsletter without permission yep no one else the one exception I would say is that if you're on a call with any any want at Andrew and Horwitz you should immediately be added to P's newsletter yeah 100% yeah he's that should be that should be table Stakes programmed
exactly um but yes and also if you talk to anyone at Founders F you should have to join pyro wires but you have to pay cold they just send you an invoice yeah yeah we should do that um oh this is interesting uh hasib says many people thought after the election poly Market volumes would collapse looks like it didn't happen poly Market is still doing
about as much volume as it was doing in October and retained a huge number of Traders very impressive given that volumes grew exponentially this year 1 million a day now 50 million a day um and it's from Dune analytics uh pretty pretty interesting obious that's the awesome thing about building this on chain is it's all available yep yep and I mean a lot of people expected I mean
obviously the company expected that uh uh the volumes would fall but they they uh poly Market has done a fantastic job creates createt yeah po Market can build a bus model they can learn from openc which saw the sort of like meteoric yep rise and then uh meteoric or or or or sort of like you know aggressive fall but if poly market and and we know Shane is
doing this if they can you know keep a very long-term view and say hey it's fine if like we're in the we're in the events betting business certain events are going to have a hundred times more interest but let's create a sustainable business model that allows us to just be there for when those events happen capitalize on it and then retain some
users and and keep it rolling yeah the design of their apps really cool um leading up to the election if you downloaded the poly market app in the United States it would open to just the election it didn't even show you anything else on the platform that's cool and then once the election the first time you opened the app after the election was called it played this
really cool like CGI video that was clearly rendered for either winner and then you saw okay Trump won and his like statue goes up and then um and then now it's immediately when I open it it says who's getting confirmed who who Who's going in the cabinet and and then over time of course um hopefully there'll be more approvals and then you can just
trade everything on the app but uh it's a really interesting app it's still on my main home screen because I just like opening it up and checking it for different things yeah um but it's very curated uh very very very cool uh Gary tan is quote tweeting Yuri who says every time I do Venture fund modeling uh I essentially reach the same conclusion if you get a $5 billion outcome Nothing
Else Matters and he says about 6.5% of recent YC batches become $1 billion or more oh that was what you were quoting I didn't realize it was so high that's insane that's insane um about 25% of those go on to become worth 10 billion or more there is no other place you can go where you have this kind of ability to meet these outliers all in one place
four times a year YC demo day it's true I mean big big Advantage just for being in YC it's like like someone in your think any other scaled incubator has ever achieved anything close to this no way um and with the number of companies that they're putting through it just means that like someone in your batch is going to be a unicorn so they could even if it's not you yeah they've all they
something else that's interesting people have sort of analyzed what companies look like you know picking on demo day versus just investing in these companies long term and I think it's clear that one thing that's interesting it's it's definitely nonobvious who who are going to be those outliers on demo day because some companies just like get a lot of
traction and excitement and in a sort of hype category but then fizzle out and then other companies have zero hype on demo day very little traction and end up becoming you know decacorns so yeah it's cool to see well we got to close out the show a little bit early today but uh you got to get on a taipe I do um but we will end with Aaron slodov he says huh
imagine that wonder what's next and it's a quote tweet of disclosed TV that says China bans exports of gallium geranium and Timon and other highkey high-tech materials with potential military applications to the United States very interesting uh China we we covered this briefly but China um produces 99% of gallium yeah fascinating until we get
our Gallum operation and it's not just these it's also like uh tin like the tin smelting there there's only one company that does it in the United States and so there's there's like some founder out there who's like buying that and trying to build more capacity because obviously you need tin for a buch of stuff and we've just completely forgotten about it
and this goes back to carried no interest which is the private markets can respond to these sort of geopolitical changes right China saying we're not going to export any of this to you anymore y but we actually do probably need some amount of government intervention and incentives to make sure that we get all this Supply online on a reasonable timeline y especially if
there becomes a major conflict with with China but all this stuff shouldn't be a surprise like we make it really really difficult for them to get great chips so why would they say yeah of course there's going to be a trade War so well stay tuned we'll be covering it here please subscribe follow us on X and uh keep grinding have a great weekend