I didn't know that you backed Elizabeth holm's new company oh we're live welcome to technology Brothers the most profitable podcast in the world today we are putting the information in the truth Zone truth Zone they're back a lot of people are calling them the misinformation we don't encourage you to say that just call it the information it's classy you don't need to call it
the misinformation but there's a new article in the information about the Antichrist and the new Apostles and it's talking about Christianity being so back in Silicon Valley it's a great piece breaks down a lot of people we know basically everyone mentioned in here it's funny uh a Bloomberg reporter actually reached out to me about this exact story like six months ago and the pitch was basically like I think
Christianity is having a moment in Tech right now so this was a different right different reporter Ellen huitt at Bloomberg completely different reporter but was was smelling the vibe and could tell that this would be a good Trend piece to write uh and this happens a lot you know they they write a trend piece about gundo every writes that piece uh similar similar thing happened with this
Antichrist and Christianity and Tech uh story and she was texting me about it I was like I just I don't think it's that much of a trend like yeah Peter Trey but they've been you know prominent Christians for a long time no one's really talking about Pat gelsinger and then yeah you got Augustus but beyond that it's not that big of a deal but the information hunted it down and put
together a somewhat of an old uh I brought Augustus to A A buddy of mine's house who uh has a venture fund and it was early days of rain maker and Augustus this is over a year ago at this point was wearing a huge uh a shirt with Jesus on it like bench pressing with a gold piece hanging out and so this all this story almost feels like old news right yeah yeah it like in in one way it
could have gone just like oh wow another puff piece for Augustus yeah yeah which you love to see you love to see it they try to everybody tries to do like you know they try to write a HIIT piece on the guy and it comes out as this glowing like yeah I had it all written up as a hitpiece then I hung out with him and he's the real deal maybe he gave him a horse maybe I love G this um it was good seeing him did you get to talk
to him on Saturday we saw him at some DC holiday parties we got to give you the update on the VC holiday party such a bummer I saw him and his mullet from across the room and then couldn't get to him there were just too many people there there too there was legitimately too many people I said hello to like half the people I wanted to it was really tough but I do have some tips for
VCS throwing their holiday parties now that we're out of holiday party season the main one is you don't want to gild a lily good phrase you know Lily beautiful flower you don't want to dip it in Gold you don't want to add a bunch of jewels you know if you're in a beautiful house just be tasteful with the decorations just couple Christmas trees couple carolers little fake snow actors acting
like they're from The Matrix knows but just the basics just the basics you don't want to go over the top Y and you want to keep it tasteful uh did you have any tips takeaways the one thing that I noticed from our from our our our guide on how to get the most out of attending a venture capitalist Christmas party that I didn't anticipate was that you not only need to bring a swimsuit to go
in the pool you might also need to bring a chainsaw because sometimes they cover the pool with plywood to put it to dance floor this was super unfortunate so John and I showed up to the party obviously wearing suits uh but we did bring bathing suits um cuz we fully intended on doing the uh the whirlpool in the center and and you know becoming the main character like we advis in the
guide uh but lo and behold they had built this pretty complex durable wood structure over the pool to turn it into a dance floor and that that was a wild card it was like somebody had listened to the guy they said hey they knew they knew knew was coming knew what was coming uh and so we we made every effort to try to figure out how to get sort of dismantle it but we didn't have power
tools yeah I did TR that was another mistake maybe next year is carry to the party but then bring Power Tools in case they cover the pool up there is one trick you know imagine you're at you know Mark Andre's party you just go up to you find the party planner you just grab them real quick like it's an emergency hey Mark changes mind we got to get that dance floor out of there we're open up the pool you just Shake
put the fear of God in him like he was delivered directly he's going to be too nervous to go and fact check Mark's busy yeah yeah you got to just do this now Mark's pissed off and he's busy you don't want to double check with him hey of course I want the pool open of course I want the pool open you don't but uh unfortunately that didn't work didn't get to go in the pool it was uh it
wasable but you know we made it out of there and it was good yeah and it was it was uh you know there was a lot a lot of venture capitalists had election parties right yeah uh everybody you know given Silicon Valley somewhat um conservative leaning as of late we expected those parties to be very celebratory but uh Saturday night felt like the top right like The Vibes were incredible everybody
was was everybody was just on top of the world great night uh clear you know potentially a top signal yeah um but you got to like live in the moment and just embrace it right just because you know you know we we might be staring over the precipice doesn't mean you should yeah you know not have a good time didn't see any journalists didn't see any escorts it's pretty clean clean part but there
was other parties in the general area that seemed like they had that kind ofra more of a journalist journalistic attendee list Yeah It's Tricky well there's always next year folks yep uh so let's go to the misinformation or the information as they like to call themselves uh they opened this article saying worship at Epic Church in downtown San Francisco last Sunday began
in a darkened room on the second floor of a former Factory building the shades were drawn across the tall Windows while colored lights cast a theatrical glow on a band that sounded a bit like Arcade Fire if Arcade Fire made worship music a mostly Millennial congregation seded to the harmony a sea of Apple watch clad arms raised to the heavens o rough got to upgrade those apple watches she had
to drag him like that she did it's a little bit of a hitpiece snuck it in there just a little bit of a dig a little bit of a a little bit of a d this is a special moment for epic church and its congregants with the opening of a12 million space just down the street from the headquarters of Pinterest in arbnb acquired two years ago to accommodate a flock that has ballooned to nearly a
thousand people every Sunday epic's Pastor Ben Pilgreen couldn't have been more pleased we really feel called to this particular place and its people he said a few days later reflecting on the opening day turnout I attended the services as a guest of two of the more prominent people within epic Trey Stevens the founders fund partner and Ander co-founder and his wife Michelle
Stevens Chief Revenue officer at felt a healthcare software startup people think church is just for the poor the marginalized the visibly in need but the highly rich and famous are just as much in need Michelle told me then she paraphrased a bit a bit of scripture it's harder for a rich man to pass through the eye of the needle than the for the poor man to see God uh it's interesting uh Pat ginger has this
amazing quote where he says he breaks down Silicon Valley and he calls them a bunch of like rich isly pagans because San Francisco historically has been one of the most unchurched cities in the world and also uh has one of the lowest giving rates for charitable donations and so he I just like the miserly pagans phrase it was very people from San Francisco donate so much to companies
that end up going under that they feel like that is terrible ends up being a write off too yeah um they feel like you need to count that in a little bit right yeah but it is good they go on to say epic church is one of the epicenters of a societal shift among the tech Elite more and more Christianity has become a growing constant part of many of their lives some of these people are longtime
Christians who feel newly emboldened to embrace their uh Faith publicly others are brand new adherents together they formed a movement with real breath that does not have roots in any one Christian denomination it spans the country fueled by a swirling mix of different proponents traces of the sea change it really is it really is wild that even 10 years ago you just wouldn't have seen a
high-profile GP be involved with religion yep and if you did everybody would be like whoa cool of them to make you know such a public statement about something like that yeah like even though it's just totally normal like people are welcome to for a long time religion was coded as anti-science yeah and science was essential to the development of transistors and technology and so the
idea of and Pat Ginger was clearly like a narrative violation there in the sense that he's like running like the most hard tech the most science physics driven yeah company and yet a devout Christian um but he was never in the spotlight because he wasn't the founder of that company and so now that you see folks like Peter and Augustus and Trey who are founders and have profiles
written about them in the same way and people want more of a 360 view of their life it cuts through um much differently than Pat I think um even though he was you know fairly prominent in Silicon Valley I feel like 10 years ago I don't know he's been the CEO of Intel for a while but um then describing describing the elund uh Brothers as as having developed a form of muscular Christianity is like
an attempted dig it seems but it doesn't really linking patriotism patriotism masculinity and athletic discipline with religious moral character wow what a what a dig got him got him no they they can't find the words to make this negative yeah yeah they would all like one of them would post that I have adopted a form of muscular Christianity that links patriotism masculinity and athletic
discipline to form a strong religious moral character like they would just post that themselves yeah it's actually like a good post yeah uh they they highlight Peter's tour of uh of the Antichrist and uh Peter's obviously War warning about the risk of a one world government and what you know AI might lead to that he's long said that you know AI is centralizing and therefore communist and uh crypto is
decentralizing and therefore libertarian and I really like his take on Rogan where he said that if there if aliens exist they they must be either Angels or demons because at a certain point if you develop the technology to propel something near the speed of light you can just destroy any Planet by just accelerating an asteroid and just wiping them off the face of the Earth so how do
you how how have we not been destroyed if there are statistically probably aliens out there well either they are Ang in the sense that they have a moral virtue that stops them from just destroying everything or they are demons in the sense that there's that they are controlled by a one world government and and and they they have eliminated terrorism through complete control which is a fascinating concept that that it
must be like your your Society must move to the extremes as you develop more and more technology because the technology becomes so ASM totically powerful I really enjoyed that even even it's interesting uh do you remember I mean it feels like Sam Harris fell off dramatically I don't know if that's actually true from viewership basis but it feels like he turned he turned Inward and he went full
pay wall so he he'll only post half of his shows on YouTube so he has a incredibly rabid audience that pays a monthly fee to be part of the community but he never escapes that little Echo chamber um I saw a hot take about him today that uh uh LZ was saying that he like you you should never forget that one of his like critical turning points was doing a lot of psychedelics yeah and
that was like canonical to his development philosopy and I just thought it was relevant cuz like five six years ago when I just graduated college yeah I work with somebody that um that was just very into the Sam Harris meditation app yep which is an alternative to just going to church basically because it's like hey sit and be quiet and just sort of like think about these ideas it's
like almost a one to one it's like church in your pocket but it's Sam Harris's like church of atheism yeah wasn't it will mantis who posted about this today that or a few days ago that uh like the folks that get one-shotted by iasa are also getting like they they'd be so much less resilient or they get one-shotted by the idea of AI doomeris uh and you can get one-shotted by anything these yeah yeah but it's a
good it's a good phrase It's a good turn of phrase um and and the reason is that is that because I've always had this interesting thought that a lot of the AI doomers are fearful of a return of God have we talked about this basically this idea that um they live degenerate lives that are highly in congruent with any sort of moral framework yeah um and so but they also believe God is dead and so
that's fine they won't be punished because they don't believe in Tradition God but if AI becomes a god AI will judge them and then AI will kill them or punish them or send them to like an AI hell essentially because they haven't been living a morally virtuous life yeah and and so a lot of it is like an anxiety about the return of God whereas if you at least believe that you're
living some sort of morally virtuous life it's like yes there might be an AI That's super powerful but it will think I'm cool and good and it'll be down to hang and like it'll be great like it'll give me guidance in my life yeah like I mean there are plenty of people that are powerful that you run into and they don't just immediately want to kill you yeah like because you haven't done
anything bad otherwise we wouldn't have made it out a Saturday night no way but but but but there is something about when when you dig into a lot of the most prominent doomers and you read like how they live their lives you're like wow this is like pretty dark and crazy it Des yeah it is interesting that on I mean there's there's so much talk right now about how impact or sorry how AI will
impact every facet of society yeah and a lot of people depending on your industry like you're going to talk it up as it's going to have this greater impact right now it's popular in crypto to be like oh AI is going to adopt crypto rails and Ed tokens and wallets and it's you know it's less regulated so they can just do this all programmatically uh but but there's such a crazy case be made of how AI is going
to transform how we think of religion right yeah um kind of what you're getting at which is yeah there was a guy Anthony was it was it Anthony levendowski I believe he was the the the guy who left Google went to Uber and then went to jail and got pardoned for stealing code from weo oh oh crazy got pardoned and and I believe he said that he was starting a church of AI like like
a we will worship the AI God and and then I don't know what happened and I think maybe he just started building another like normal company um but but but there there was there was this big like trend for a while where was interesting even so the reason this article coming out now is kind of funny is because I do think you could have written you could have written the exact same article a year ago like it's not
like breaking news there's this wave of Christianity even two years ago it had become countercultural on Tik Tok if you were a young man to make these vibr that were like religiously oriented and like oriented around on the feminine side there was like the Trad wife content ballerina Farms that type of stuff that got really popular recently which is which is like adjacent it's but
it's it's even Jeremy had a good post I'm trying to find it sure that was over the summer well let me read this while you're looking that up um they say the interest in Christianity among some of the teara comes at a moment when religion has been declining in America for decades were just a few decades removed from what from when the new atheism the new atheism movement partly led by
philosopher Sam Harris at sat at the center of our cultural Zeitgeist just 68% of Americans described themselves as Christians in 2023 according to Gallup research from that year a dramatic drop from nearly 90% of Americans in the 1990s that is so high 90% in 1990s I had no idea it was that high and I'm wondering are they are they counting Catholics as Christians there you think
I would guess they have to be right um and uh moreover 80% of Americans think religion is losing influence in the country according to Pew research a high Watermark since the organization began asking that question in 2001 still about half the Pew respondents who said religion is losing influence thought it was a bad thing interesting yeah yeah yeah the um Jeremy's post was on July
3rd of this year he says if you can't see that we're on the brink of a religious Title Wave in Young people you have your head in the sand yep um so yeah y say uh Bible sales are up 22% this year Hollow a Prayer app raised $105 million from investors including General Catalyst as well as Peter teal let's really size for that we'd love to celebrate large funding rounds um and uh it became the first religious app to
reach number one in the Apple App Store and also there's that uh uh there's that Christian film studio Angel Studios and they are producing like HBO level interpretations of the Bible they and they're also very very good at uh just online marketing that the movies go into theaters but then they have this great mechanism for buying tickets for your friends so they have this kind of like
social viral engine a little bit to amp things up a little bit more uh and the team behind it I'm like Loosely connected them are like absolute Killers like really really sharp and it's it's completely under discussed that they're like probably one of the greatest New Media companies and because they're just like in the religious category but if you put them against like a free press
or something you'd be like oh wow this is like a fantastic business they're like a24 level like very very successful uh we should do a whole Deep dive on them it's very fascinating um if there's one person at the center of Tech's shift toward Christianity it's billionaire Peter teal a devout Christian who like many other techn Christians doesn't publicly align with any one denomination
several of the young Tech Founders and investors I spoke to from Los Angeles to Austin to New York told me they had been influenced by direct conversations with teal as well as his frequent talks on religion and his work spreading the ideas of theological philosopher Renee Gerard for me the logic was simple it was well teal is really smart and interesting and he's pulling from Renee
Gerard who's really smart and interesting and both of them are pointing back to the figure of Christ shouldn't I look into that said David Perell founder of write of Passage a tech focused online writing school who has met teal a few times yeah very very uh David yeah it was I I was talking to Trey about this like it's always one of the most it's one of the most like you know countercultural things about Trey's
like kind of personal brand and and I'm glad to see it get more attention just because it is very interesting you don't want to go too far with it I think but uh but I think this like really really Nails it down as like this is just who he is and it's not it's not like some there's not a deck about like let's like let's pick something that's edgy or something it's like no this is very
natural so I reached out to our our friend The Lone Ranger oh yeah uh to get kind of his take on this he is a incredibly intelligent uh young man who and uh has found himself um one of the only um he is a a sort of religious adviser to to many uh different people within the tech Elite so I was interested to get his opinion he said uh his first thought was one
um he'd never seen the author before which he thought was relevant because uh historically major papers would actually have somebody that was just full-time on the religion beat right that they would um just write articles like this and that would allow them to just engage in like a higher level analysis of what was happening versus like this is a thorough article right she talks to a bunch of
people Zia Taylor David Perell y new founding guys um but uh but she doesn't have the like um literary chops and expertise to like write something like truly groundbreaking right that makes sense um and the New York Times uh the original uh the New York Times misinformation actually still has like religious beat writers interesting um I didn't know that um um anyway so yeah so another thing that he kind of
went into is he basically says uh as of right now he believes that this is entirely organic like there's not one specific organization or public figure that's leading this yeah but he says what comes next is that uh as this trend becomes more and more obvious there's going to be people that are going to try to gatekeep it claim it like grift off of it in different ways totally right
yeah already already it's something that a a young founder can put on as a costume and to feel more edgy or more aligned with like the teal verse but the people that were covered here Saia um Augustus Perell they're not doing this to be clear they're like non they're non-threatening so like I mean everyone saw that they were doing this like years before this article but you can get like
there's take this pretty clearly like not being political about it just sort of saying these are these are um you know my beliefs and and why I was uh got involved in the first place yeah I like this uh question here uh teal when teal prozes he likes to dispense little rhetorical riddles and I haven't been able to stop thinking about one in particular because of what it seems to suggest about the scope of the mindset
he and other Tech Christians hold he posed it to the economist Tyler Cowan when he appeared on Cowan's podcast in April the millionaire and the general and the priest what do they all have in common in referencing those three archetypes teal was describing the Coalition of free market Libertarians defense Hawks and religious social conservatives that coalesced in the Reagan years D Drawn Together partly
through a common dislike of Communism and it's hard not to look at the tech Elite piling into Donald Trump's new Administration as a second coming of those forces uh talism can be mind stretching can be a mind stretching form of Christianity and I think that's part of its Allure especially in a world in which lengthy digress aggressive right laning podcasts have become cultural
cornerstones seeing a guy as smart and rational as Peter teal be like the resurrection literally happened it's real there is a taboo that's being broken said one person in detect in TCH whose new found interest in Christianity largely ties into listening to teal it shows that faith is valid and real yeah there is a little bit of like just breaking the glass and like jumping over
the the uh the the threshold in order to make this acceptable like no one uh no no can write you off as a Founder because you're Christian because there are now enough people who are serious yeah that you won't be you can wear it on your sleeve whereas before people used to hide it clearly um yeah it's wild I I know a guy who is a brilliant brilliant uh electrical engineer and grew up in a deeply religious city in
Georgia I believe and in high school he had a like a every literally everyone in his community was religious Christian and he had this breakthrough and and wrote his thesis about atheism and decided that he was an atheist because he was so rational and so uh so like quantitative and science-based essentially and he was essentially cast out of his society and like exercised
like literally they got they brought in an exorcist which I didn't even know was a thing that existed in like the 90s I guess wild um wild and then and then eventually he came back to it which was very interesting while he was like in this hyper rational phase for a long time very very interesting like how how difficult that is and then um and then when he when he started you know going
back into religion he uh it was still like very countercultural in Silicon Valley and it was very odd and he was always like seen as like an outsider he's like been an outsider his entire life it's it's wild anyway we going to Isaiah Taylor one of one of the Elsa good who founded Valar atomics a nuclear energy startup sees he sees his and his peers turn towards Christianity as a way
to reject the tech status quo and isue Atheism which has essentially been Tech deao spiritual guiding principle yeah you got to get out of the spreadsheets when you're deciding what to do it is tricky you could see it with SBF just like the whole like oh well you know this is like mathematically efficient to like steal all this money so I can give it back like he might have been a True
Believer in his Ultra utilitarian philosophy but it clearly led to like a terrible B bad outcome yeah he's going to take user funds to invest in anthropic which he knew was going to be a $50 billion company and he was going to make it all back he was he was but the time mismatch yeah SPF was on the Tyler Cowen podcast and Tyler was like how much of a how much of a utilitarian are you really like if there was a if
there was a a 51% odds coin like the coin is 51% heads 49% tails and if it comes up 51% if it comes up heads the population of humanity doubles and if it comes up Tails everyone dies would you flip that coin like it's positive EV the expected value is that the population increases that means more happiness and utility so you know the the utilitarian should flip it and he was like yes I
would flip it I would flip it endlessly I would flip it forever because he just operates off of positive EV yeah and it's like he doubles it doubles it once in practice obviously that's not that's not how it works out but like if you're just shortsighted thinking about expected value well yes then it is positive EV but like clearly you need some broader guiding principle than that
F God yeah very odd um yeah where else should we go I mean in terms of the driving force I mean Michelle Stevens really C be undercounted like she's she's put together like a really strong speaking tour and has been driving force they highlight here uh the act 17 Collective a nonprofit that aims to evangelize Tech leaders that Michelle Stevens leads and she's hosted events with teal as well as why combinator
president Gary tan the name references a Bible passage about Apostle Paul's missionary journey through various cities she and her husband Trey originally planned toing bring the group to 17 cities including Austin Miami and New York but their ambition is grow growing just last month she and Trey ran two act 17 events in Dubai and ABI and Abu Dhabi the the the Theology of AI and
defense and choosing good quests yeah we got to do a deep dive on choosing good quests that is a fantastic essay y really great um and and and Trey had another recent post that I think was really great about uh AI girlfriends and in there there was a there was a little bit of this at the end kind of saying like there's this natural force MH that wants to just you know juice reward find
the path of lease resistance let's just make everyone date in AI um and and we were I was kind of struggling with him thinking about the uh the the conclusion because I didn't he like the original conclusion was something like you know oh like you know go to church like rebuild the institutions like meet people in person um but that's very hard and it's very it doesn't fully align
with like the the war machine that is like VC's funding like the only fans business is just so powerful like it's very hard to overwhelm that culturally and same thing with the AI girlfriends thing like if the business is just printing money it's just going to have so much more energy behind it than like a couple people being like hey we should like go to that church and patronize it
and like build our community up like it's really hard to start those things um but but I do think that there's like the angel Studios thing the uh uh the the the hall app there are a few ways that um you can align Community Building real world relationships some religion stuff you can you can you can make that align with like the traditional Venture Capital model I talked to one VC was who
was thinking about incubating a uh B2B SAS company for churches basically like you know like I need to get in on the action what do I know I know s and I'm Pro Christian so toast s vertical sass for church payments for payment rails for donations exactly all this stuff but then also I mean if if you go like uh we we we do a lot of like content creation video you know recording and stuff um if
you want to learn this stuff you don't go on YouTube and search for like what do podcasters do you go to the mega churches because those guys have the best gear it's incredible they have all these like behind the scenes things because they're all doing like live streams and switching and stuff it's like NFL level but they all talk about it because it's their community and
they're giving back to each other and stuff it's really really cool I've watched like a million of these videos and I'm always like oh my God they got that gear like sick I want that um but yeah I mean I I I think that like um bringing some of that top tier stuff down and making it more accessible for these organizations to run really really smoothly probably is genuinely uh extremely beneficial anyway you got
anything else on uh the information article you want to talk about yeah I thought the um I thought it was interesting um uh Julia black the writer positions this I don't know if this is authentic but Michelle had said she doesn't mind if people use their act 1 events to pitch their startup to her husband goahead and network she said God used everything anything and everything to get people to turn that way so I'm
totally okay with that and actually welcome it um and Julia positioned that as Mi you know mixing religion and work which I guess is like one way to do that I would just call that mixing community and work yeah like yeah churches have always been a place for community and conversations that are not you know entirely oriented um around uh pure religion so um I like the uh I like the
call out to new founding A dallas-based anti- diversity equity and inclusion Venture firm anchored by a Christian ethic and worldview okay um so there wasn't much wasn't much more on that but um yeah echoing that Pilgreen is continuing to fundraise for future projects like his planned senat for sacred vocation he hopes to create a space where people can come Network find
people who are like-minded to start a company he told me it won't be just for Christians but obviously as a church it will be hey we believe in We believe We Believe God created work to be a good thing we want to help you think about how to do that ethically I read a great book about uh it was from this like Capital allocator some big hedge fun guy about Christianity and it was a
fantastic uh embrace Christianity or of capitalism because obviously capitalism didn't really exist when the Bible was written so there's this question of like can you derive Christ uh ex it it just wasn't defined yeah yeah can you can you derive capitalist principles from the Bible to know like are we in the good timeline or not like are we doing the right thing is there is there a
Christian defense of capitalism and uh he had a bunch of really interesting things to say about that but one was that you know God is a Creator and created us in their image and it's our job to create and the job and and the role of creation is the is is business and is is capitalism and is entrepreneurship yeah uh I I I keep finding like you read all these great books and the conclusion is always like
start a company founder like it doesn't matter who what their like what their stated angle in is maybe it's just me but like the Strauss in Reading has always like become a Founder become a Founder yeah the last thing I would say I think it uh you know we we we generally only uh are on this podcast to talk about technology and business and the technology industry so that's why we
covered this but generally I think it's a very positive trend that people within the Tech Community are feel like they can fully Express their personal life themselves right so the same thing of Trey and Michelle you know having their uh events in church and being able to talk about that that's great there's also prominent uh examples of um uh uh investors and Founders from uh uh Jewish
backgr that like rap teflin and they that on X right so like that's another expression of it neither of them like it's to it should be totally everybody should be fine with people expressing their own personal belief systems and values and and cultures so um so anyways glad glad to see it all that concludes our Deep dive for this episode uh do you have some DMS over there I wanted to go
through some Q&A the DMS come we got some DMS let's hit some DMs I got I got a good one for you here let me see if I can find this um okay yeah this is this is a fun one hey Jordy as someone with a soul male air are you doing anything special to prepare young Master Roman for inheriting the haze estate and continuing your dynastic transitions Traditions great question uh we could do an entire Deep dive on this and we
should um I am along with my wife where he's he's turning three next year or in q1 and um we're gonna be gifting him a C Corp for uh for his third birthday and start start him building his own Enterprise because as much as I think that all parents should generally uh Embrace nepotism and try to give their children and their communities you know the the advantages in life um uh I do
want him to learn learn how to do it on his own y um and so yeah I think one of the best gifts for third birthday is a C Corp right C corp's malleable right they can boot strap out of it they could raise Capital could kind of work across any industry it's a great gift to be like hey it's not a not a totally inexpensive gift right stripe Atlas like 500 bucks it's like I got you this is
the equivalent of 30 Dyno puzzles that I just got this is a PS5 yeah and uh and now you it's up to you to make it worth something but instead of playing you know some PS5 game you're playing the game of capitalism game of capitalism which is the ultimate game game every it's much like the but the dino puzzle you need to puzzle together the the capital yeah exactly to create value um
so yeah that's big big gift coming up third birth Corp I have an idea for you um I think that there's a natural inclination for children to rebel and so you might want to use some reverse psychology tell them hey look I you know I expect you to become a tech journalist I expect you to become a DJ in Bushwick yeah and then 23 rolls around he sits your dad Dad I know you wanted me to become a DJ and be the first member of
our family to play a boiler room set but I want to start a hedge fund yes that's actually so smart and you're just like okay son if that's what you want to do with your life I will support it I will back your first fund but uh keep listening to the Ed yeah the journalism side too every every Saturday morning the routine is if we sit down we open the information and then he get exhausted by it and to
re and then he's like but but through the process of of reading the information articles he learns about these countercultural bad boy entrepreneurs that they're like wow these guys Taylor this guy kind of sounds cool Augustus dco this that this guy sounds cool strong moral character Fitness oriented um so yeah I think that uh reverse psychology and a and a C Corp
so he has the enti set up already if he wants to Rebel yeah your CH you give your children entities though I can't stress this enough for sure uh well we got a we got a question and a suggestion from Sean he says Tech Bros pod have you heard heard you guys need a tie recommendation check out this Burberry what do you think should we do some berbery ties we should get on there and
and Shop uh Sean submitted this last night we just got to the studio this morning didn't have time to get in there and and uh but it's a great thank you for pointing that out Sean it's really going to be dependent on who uh writes us a bigger check to sponsor them from the high fashioned World in terms of ties but we're open if you run a tie company uh contact us it's kind of a winner take all type winner take all
market for sure this neck and that neck yeah well we can do rival sponsorships potentially AZ over here B over there you know we'll see maybe but uh thank you for the submission Sean yeah uh oh this is good um I work for a billionaire as a chief of staff what art should I put on my wall to make a statement what do you think about art for your office you want when the billionaire walks in
says hey I need you to book a flight for me you got to make a statement I my recommendation was uh you go with Peter Paul Rubin David and Goliath we'll have to put this up on the screen but it's one of the most aggressive it's it's a it's a it's a painting it's it's in Pasadena at the Norton Simon you can go see the real thing if you're in LA and uh it's a it's an amazing uh painting of
this super jacked David just about to behead Goliath it's like one of the most aggressive like fire and brimstone types type paintings uh really sets the tone yeah hey billionaire you might be bigger than me I might be the chief of staff you're the boss here but at any moment one rock to the head I'm slicing the head off yeah I'm going to take a different approach so if you're chief of
staff for a billionaire you have big ambition you don't want to be you know the the rightand man or woman forever and so what I would do uh billionaire circuit you're going to end up at at various art fairs art bosel might be one of them so I think the right approach here is actually to uh silently and anonymously build an entire career as a sort of provocative modern artists right um
we've seen pieces like the banana that was duct taped to the walls you know selling for you know significant amounts of money and so I would take that approach um figure out a way you know if you're if you're hungry and and a and a hustler you'll be able to do this figure out a way to get your own art shown at Art bosel yep get it you know auction by sees and and really get those numbers up
and take your boss and say hey we should stop by this art artist is blowing up yep and and then ask uh once you're there um you know the billionaire is like we might say like you know is the artist here like what do they even look like and pull off the mask pull off the mask and say it was me all along the calls coming from inside the house exactly um but only do that after
they've bought a piece and say like you know uh you're my customer now I would take it a step further if you're maybe you don't have the artistic inclination to pull it off yourself you got to get out on the art circuit figure out what artists want to sell to your boss rent your wall space to display billionaire walks in sees oh that's nice yeah it's my friend it's only this much
then you become an art dealer yeah start selling yeah I mean you could even take this a step further is find an artist you love buy up all their available Works work with s bees to get these Works listed you buy them back from s bees to mark them up to higher prices and then just chier bidd little you know build the market build the market build the market and then have your boss be the bag holder and have him buy the
piece and be like I I own this entire market and then flood the market running it to's our recommendation there we go it's uh Peter Paul Ru what a piece it's uh it's beautiful it's going to look great on on your wall good luck uh here's a serious one I got from somebody uh do you think there's room in the market for a robo advisor with a modern all-weather portfolio such that it
entails inflation hedging via crypto and Black Swan hedging via far otm near expiry options it's interesting the robo advisor Market I haven't followed too much I know that isn't wealth front the main big one yeah so so I think it what's been interesting is the for a long time there was a lot of Robo advisors y it was unclear if any of them were working and then wealth front came out and they were like we have 200
million of Revenue and like we're profitable and like this is actually like a great business right because people Park their funds and they don't really think about it and the number goes up and presumably retention is pretty high and maybe I think there's a certain point where people are like who I have 5 million in wealth front maybe I should give this to like a traditional
money manager type person but turns out they're pretty good businesses you know we know like the autopilot team he's built a great business already um having a more opinionated Robo advisor that has like a set strategy so I think there's lot this I I have no way to like analyze yeah on the on the on the show whether or not this is a good strategy but I think like highly opinionated advisors
are a great way to get your first 20 million of AUM and then from there maybe you can you know build yeah I think you kind of need to abstract it like there's one which is like the actual you know back testing and risk modeling and just making sure that what you're proposing here is a good strategy and then number two is like how are you wrapping that and Distilling that into marketing
language so I remember there's one Robo advisor that was like uh every time you make a transaction it will round it up and it will just take 15 and you'll never really notice but then you'll save a bunch of money along the way um and then there's like the the other one which is like copy trading oh this one uh there was another one that went through YC a couple years ago that was like we just look at the hedge fund the
best performing hedge fund disclosures and we trade based on that so you're copying a hedge fund and that's very easy to understand okay hedge funds do well my portfolio is copying those I'm happy about that I'm willing to give it a try right and so this like modern all weather portfolio like that could be great but it's not jumping out to me as like a fantastic elevator pitch that you
could put in like an Instagram ad or I want to copy that whereas the autopilot guys it's like you're copying Nancy Pelosi's portfolio that is a meme people understand that and so they're they're in with that it's very distilled yeah the the last thing I would say so wealth front if you've ever used it is very risk off no matter how much how uh risk on you basically tell it to be it's
still like going to be a pretty stable portfolio and that's part of their strategy if I was going to make a robo advisor and I just wanted to optimize for users and like attention and and potentially volume I would just say we are the degenerate Robo advisor which is like this is ultra high risk you might lose almost everything but the potential content that would come out of that is
like you can if if wealth front wants to be the stable place where people can earn 6% a year and you're like hey you might be go down 70% one year and go up 4,000% the next year and we're going to like do it like there's hedge funds that basically do that I mean yeah there's there's a crypto Trader that our buddy knows who you can essentially give him $ thousand dollar and he'll just try and
run it up to a million and then he'll be bankrupt after and so you got to pull out at the right time kind of push him but he's just a gambler like he's not even a hedge fund it's just like a guy and uh yeah the the dgen because that's going to create a lot of content a lot of wild longtail stuff uh people people want the risk on so instead of wealth front you'd say maybe call it the
incinerator Capital incinerator how much did you put in the incinerator I threw it I threw a 10 I threw 10 I threw 10 in let's throw 10 in the incinerator and see what happens see what happens that's great uh should we move on to the timeline do we have any no I got to jump in we got a uh so last week we talked about this we have had so many incredible Brothers in the comments uh replying uh and so we
decided to make reply guy of the month a weekly award okay weekly award and this one was honestly crushing it was so high stakes for us I was up all night thinking about this debating between the choices barely slept it was it's one of the hardest decisions I've ever made in my life barely slept um and let's see let's talk about some of the people that that almost made talk about some of the people that
almost made the cut I mean Baldo is still Baldo is an absolute animal to Goat Hood Brody Brody's an animal he had a great comment today response to our driving gloves fantastic um so Brody's been in the running but the guy that is this week's reply guy of the week is uh somebody who has to have post notifications on the first comment pretty much every time uh he's a technology brother he's building he
builds Rockets down in uh Texas he is uh friends and I think you know partners with Red Bull futurist and he is none other than Stefan Sal Salis salises cices stepan cices you are this week's reply guy of the week and uh it can't go to somebody better I'll drop some of the the highlights here we posted yesterday Founders the next time a journalist is ready wring a hitpiece on your company buy them a Dr
horse most tech journalists grew up riding weekly a gift like this will let them know that you respect their culture and you shouldn't be unambiguously demonized and returned he says this that equestrian opulence I thought was very relevant uh we posted about VCS if you want to count on a VC for a growth check you should uh hope that they uh go skiing places that don't have chairlifts
he says if you can't drop in on a double black diamond equivalent run with fresh powder how are you supposed to uh generate wealth fact check good point true uh later he says America isn't around so that's that's a deeply American post by itself um he just threw that in there just that I love that little bit a little bit of fuel on the fire he was weighing in on on why
combinator success why combinator is a great yeah I mean that's the thing about being a great reply guy you don't need to drop a whole essay every single time you can just kind of just kind of remix what we're saying amp it up a little bit just give us some juice we love it this one was good too said uh we posted VCS with no followers love to Yap about how much they value anonymity uh which which
uh you know if you've talked to a VC with no followers they will tell you that yeah uh he said I think it's funny that I see VC's with zero followers isn't it heavily in your favor to be able to reach an audience and get your product in front of people and I thought that was just a good way to position um uh position that and then lastly we posted and just like that Venture Capital holiday party season is over
thank you to the LPS that make these events possible and our security for keeping us safe from anti- capitalist the parties may be done for now but the back of the napkin deals will Echo for eternity and Stefan said Communists wouldn't even have napkins to do deals on they had much to learn and that's true anyways so shout out to Stephan A great Amer been a great reply guy and we
are lucky uh to have you in our community of Brothers fantastic you love to see it on to the timeline let's do it let's go to Eric Lyman the CEO of ramp he has been on the show before he is quote posting Lenny ritky who says companies minting the most Founders out of their product managers and ramp is number four with 14.3% and he says we're the youngest company on this list already top five in
the ranking of new companies formed sad to see exceptional people leave only thing we fear more is no longer attracting exceptional Founders in the first place just shy of 10% of ramp's team today have started a company yeah wow fantastic you you you were joking about the pipeline of like ramp PM company founder and I didn't realize how real it is no the pipeline is the
pipeline is extremely real the thing that I would say that a lot of people that become founders want to be Founders from very early on in their lives like maybe they had a small business while they were in middle school or delivering papers or flipping sneakers these kind of things um and so there's this tendency to once you're an adult to be like oh I want to be a Founder I should
become a Founder immediately and there's so much value in going and working for a company like ramp learning best practices learning what Excellence looks like learning about the needs of customers you're not just learning how to work and how to approach business but you're learning about the problems that businesses have and and you know ramp probably benefits from the fact that they serve companies in a bunch in a
bunch of different Industries and so you're getting exposure to a bunch of Industries and the problems that are there so yeah I give this advice all the time to to people that are like I want to be a founder and it's like well you don't need to have started a company before obviously to be a Founder anybody can just become a Founder but a lot of people would be better off going and
working two three years at at an iconic company and then taking a crack and most importantly a a fast-paced company executes on product very quickly like Ram this is why you know Google former Google person was really great during the during the the growth years of Google because they would just go and Paul buite would just go build Gmail in a weekend and now it's kind of been like Okay Google's a place where you just go
settle in maybe you leave and start a company if you're in the AI group but like for the most part like the Google PM is not as as hot anymore still super fastpaced so yeah and it's not just about what you learn on the job but it's the pattern matching that that that Capital allocators will do after you leave where they're like this person's never started a company before but they were a PM at ramp and
they built this feature and I talked to Eric about it and he said they're great and that just can be an extreme Catalyst yep let's go to Gabriel he says this is how vitalic built ethereum and it's a screenshot of a kid in a very awkward pose saying look at this kid and everyone was laughing out loud at this it is funny vitalic has been I think he's been on Tech bro but he hasn't done
enough I mean a got to go through a bulking cycle got to hit the gym get jacked there' be a great turnaround everyone would be singing his Praises I'm sure the a little test get him get him a get him a sports car get his testosterone up but also he did that photo shoot I believe for Time magazine or Forbes or something and they did him really dirty they shot him really flat
they didn't give him a lot of contrast the camera was kind of looking down on him and the whole it was very clear that the whole thrust of the article and and the and the Brea for the uh for the photographer was make him look like a nerdy kid because that was the story they wanted to tell they didn't want to tell him like a like a hero and I was looking at the the Trump is on Trump is on the cover of Time
Magazine and I saw that they made him look really heroic and everyone was like this is crazy because the last five Time magazine covers about Trump have been like it's a disaster it's it's terrible but then they they finally shot him and if you look at the BTS you can see that it's a really low angle the the the the photographer is basically on the floor he's looking up at Trump which is heroic
angle matters a lot and there's a big soft light and you'll see you know we have a big soft light in the studio it it it creates more Intrigue for your features more contrast and it just makes you look better and that those details get lost a lot um but hopefully we can spread the word that Founders should be aware of the way that they're photographed Ryan Peterson when he was
on the cover of Forbes it was a fantastic lighting setup I was obsessed with it Founders need to need to build into the shoot that that that this is the camera angle I won't take photos in any other angles I will be smiling CU sometimes if you want it to be a celebratory piece I had the New York Times come to my house once Y and I and they they told me they were covering my launch and they were
excited about what we were doing and we did this interview and then they told me during the shoot don't smile and I was like that's pretty weird I'm being featured in the Sunday business section I kind of think that's decently cool at least my parents will think it'll it's cool then it came out and then uh of course it wasn't it wasn't like overly negative but it wasn't like the
celebratory piece that they had PCH and the main thing is that there's still a lot of people out there that put like PR firms on retainer but the pr people aren't sharp enough to actually execute that if you look at the way uh Tim Cook is shot at Apple it is so detailed and clearly it's like he's always wearing an Apple Watch he's always wearing Nikes like he everything is thought out
perfectly the angle the the the set design of his office is perfect and if you have someone good on your team you don't necessarily need to know how to do that as a Founder but you should have someone on your team that's that's overlooking that and making that happen yeah um let's go to uh arvind sovos over at perplexity he says your post about you post about Robin Hood I post about ramp
we aren't the same and this post got a lot of likes he's he's uh he's subtweeting Sam Altman who uh was talking about the Robin Hood Gold Card which is a very cool product um but he's saying you know you're flexing with your gold uh you know card tied to your trading account I'm using the ramp card to optimize my business and this is just a crazy ad for ramp I mean we've done some good um promote promoted posts of
ramp but uh it's hard to compete with a guy running one of the hottest uh AI companies in the world to just post his personal ramp card and uh brag about it it's great and I think once ramp launches the the meteorite card or the tungsten card yeah yeah uh we're working with them to try to get some heavier more exotic medals the meteorite card is a good one uh that's going to be that's
going to be big when they do that um but uh Robin who will have to respond it'll be the card wars yeah much like the merch Wars and going out in defense tech and and paler yeah yeah let's go to Delian he says thank God please end this nightmare and and it's an announcement that Donald Trump will use its best efforts to eliminate daylight saving time yeah there's been a huge but strong
constituency but shouldn't time is inconvenient yeah there's been a big movement here huberman had something I think he's branding it he coined itug law he understands the value of coinage I think he' stop the clock or something like that um yeah uh sagur and Jetty is big on this he's been on this for years talking about how it's a it's a tax on early risers no it's a tax on parents
goes down at 5 you're like great I've got to entertain children for another 90es can't just let them play outside anymore yeah it's it's it's I didn't really care about it until having kids Y and mine go down around seven yep but but seriously like sun goes down and you're like okay we have to keep them indoors and like try to get their energy out yeah yeah it just it's not not great
it would be exciting it would just be the type of change where where it would feel like monumental for like a day and you'd be like wow I didn't even know they could do that that's crazy like because they used to just like create these things like at some point it didn't exist and then it did and they just did things uh and then the thought of the government changing something like that or like moving us onto metric
like that we could just do that but like it's i' be frankly unamerican yeah unless we and then we basic if we did a hostile take over the metric system and then kind of recreated the history of it and said look like we've actually been using this and for longer y Native Americans actually use created the metric system I love it uh let's go to Ryan Peterson he's been on the show before he says inside of
flexport 747 loading this thing to within 9 kilograms of Max weight today nice job by our sales team this is amazing this is founder mode so that's I think I sent this into the into the into the stack because this is the uh he's been on a Founder mode Terr toally and it's so cool because you you see this and anybody who is a customer is like wow the CEO is deep in the
trenches of his company like improving it daily making sure it's running well if you work for the company you're like Ryan's working harder than I am like that's unexcusable I should be like you want to be working at least as hard as your boss yep and then if you don't work for flexport and you're you want to work somewhere found or Le it's like okay this is a company that um that that has
the right culture coming straight from the top so a couple years ago I made a whole video on my YouTube channel about flexport and kind of broke down his whole history and it was great I I didn't even interview him for it um but I was always kind of wondering like oh what would be a good followup and when he got the 747 I was like can we go do an interview on the 747 like that would
be so sick like and the interview and the the the bay drops in the back and parachutes out so cool right uh and and we never could figure out the scheduling it was always really hard this makes so much more sense for him just to hop on and you know I don't know if I want to spend like three days in Hong Kong right now but but uh but we should definitely do a vlog with him on the 747 something
like that that' be yeah and CEOs it's costs zero dollars to go founder mode you just have to find it within you that is true very very Capital efficient thing you just got to become just got to embody the lifestyle yeah it's interesting the founder mode stuff is it it's like you go back to Brian Armstrong It's like this crazy bravery thing this is not edgy or Brave in that way it's
really just being authentic it's the best possible marketing for flexport to the entire Market Capital markets new hires customers and it doesn't require some expensive New York you know agency yep like you don't have to spend 300,000 on a branding package like we did just to launch podcast right uh you literally just have to have a cell phone and just like talk about what you're doing and
show that you're deeply engaged and I'm sure there's been discussions on the flexport marketing team of like should do some sort of owned content should we start a podcast about shipping and and we'll have someone like you know non related to Ryan run it and it'll it's like that's going nowhere this is already viral and this took him you know a couple minutes to go and do and he was
already going to go anyway so why not go for a ride we got a promoted post speaking of founder mode we got a promoted post from a friend of ours friend of mine and friend of the show Nate Bossard Nate says brand marketing within traditional orgs has been siloed gatee kept and opaque 40% of an average marketing budget is allocated to Brand yet no one really understands what it truly is it's a Services heavy practice
without software to scale it brand AI finally solves this so Nate has uh has uh incubated or helped start a company called brand. uh and what they're doing is like building this entire Suite of tools I know that the guy who did the the rora brand uses brand Ai and Nate uh generated an analysis of Technology brothers so cool and so they've built software that that helps you understand
your brand from what you're already putting out there Y and so Nate ran TB through brand Ai and it gave us ideas about what our brand actually is yeah it was really good at like distilling what we' been talking about so it just like psycho analyzed us and the podcast like perfectly we didn't even have to be involved um and so we're we're getting onboarded right now and uh anyway it's
kind of beautiful because like if you put your company through there and it gives you like kind of milk toast analysis you can't write it off as just like oh it got it wrong it's almost like no you haven't created enough ex you you haven't been living the brand you haven't created a brand you're not opinionated um you should almost you know pull in like okay your CEO one on invest like the best let's pull that
into the brand AI thing as well and then understand you know what that is and then once you once you dial it down like that's kind of your brand book have everyone run with that and uh and to the founder mode mode point it's like the flexport brand needs to be you know the guy who goes on the 747 the guy who goes to the uh to the dock um and so what does that mean in in their all their
marketing language all their sales collateral like anything that they do needs to reflect this because this is the brand now um and uh and it's not whatever is in some Pitch deck yep let's go to Ben hilac he's been on the show before he says smartphones as we know them will be around the next 20 years at least in the future people will be using them more not less interesting I I do I
do think that there's something about like we've gone smaller with the watches the Apple watch that hasn't really taken off and we've gone bigger with the iPads and that's still not what people carry there's something about the the pocket that is just the the platonic ideal and even Apple Steve Jobs didn't want to go bigger than like four inches now we're up to like five like small changes but
it does seem pretty dialed and it also feels like as they get more powerful it's going to be something that drives other experiences like you can clearly tell that like the Apple Vision Pro has this power brick your phone has a battery that's basically the same size you should really just be plugging a headset into here if you're using that like the phone can kind of always be
around power as like the central core of your personal computer uh Ben Thompson Tech always says like we messed up the terminology the phone should be called the personal computer because it's actually the personal computer whereas the the the laptop is like a workstation yeah um but what do you like about this post I people have developed such negative relationships with their phones
and negative feelings towards their phone and like oh what's your screen time oh my screen time's so high I always joke around about this I'm like I actually spend like 90% of the time on my phone working either messaging people that I'm working with um workshopping memes uh sourcing posts from the timeline whatever talking to Founders and so I'm actually like I was actually pleasantly surprised to see my screen
time go up uh last when I got the notification yesterday I was like good I've been working harder y um but I think people have have developed this thing where yeah you're if you're doing if you're Doom scrolling on your phone if you're just like doing the anti meditation where you're just injecting new ideas into your brain just like constantly which is like what an algo feed does that's bad but the way that
you use it matters a lot and I don't think that more screen time is always worse for you just like what screen time even within the apps like you can be scrolling X and getting all slop but if you do click the mute mute mute on those like you can get a who we with we were with somebody Saturday night and they pulled up LinkedIn and it was like time gated and we were like what are you
doing what are you doing but it was funny cuz this founder is like a very hard worker and he was like like and it and it and it the it was like the app notification was like you have used all your LinkedIn time today and I was like I mean I think he does that he wouldn't be able to turn off and like enjoy the party basically he'd be on it cuz he's grinding it's great though uh classic
like uh stated preference versus revealed preference uh I I want to use my phone less what do people do yeah scroll the algo feeds watch our content um sheal says a few folks have asked me why is 3x why is the 3x multiple good for a lender like Bridget here's an answer question for you so wealth front trades at 10x ARR and Bridget at 3 to 4X is that just do due to net dollar
retention being much shorter at Bridget here's one way to think about quality of Revenue if Bridget lays everyone off tomorrow people run off with the money and without customer acquisition there's no ongoing Revenue if wealth front lays off everyone tomorrow the majority of people won't notice and wealthfront continues to make money off those customers for many years to come so
wealth front's revenue is worth a lot more in Enterprise Value than Bridget's uh pretty self-explanatory honestly great analysis I don't really have that much I don't know that much about Bridget and I don't know why they Bridget to my understanding was a was effectively a a fintech as a pay payday lender right so they give you these like shortterm shortterm loans so there's like a ton of a ton of demand for it but
not the highest quality customers to have not a lot of recurring Revenue yeah but either way it was like good it's just exits are good right like we they're they're necessary and it wasn't the outcome that everybody I think it was quite down under what they last valuation was but ultimately like they created a half a billion dollar company so like congratulations to congratulations the team and hope
everybody made some money boom little little little Siz gong moment and great analysis by she uh let's go to Gary tan he says vision for 2040 every person should have a robot Universal basic robot and Elon Musk chimes in and says they will they will that's exciting 2040 not too far away so so I think it's so there's a lot of humanoid robot hate right now uh and a lot of people are
saying like oh it's like the iPad form factor like it's not really going to be sure like what you think is going to be the thing is not really going to be the thing but elon's been pretty intentional guy like I think he had like the fact that he's doing it says a lot so totally it is interesting to see I you know we've talked about we've had a a a request for robots that goes and uses
computer vision to analyze a tree figure out which leaves are going to fall and just quietly picks them out before they hit the ground yep um so we're looking forward to robots like that but hope I I expect like everybody will have a drone right that like goes and picks up like oh I want this drink from the grocery store like go grab it for me right everybody has like their little leaf
picker everybody has like a humanoid robot around the house or maybe it's not that form Factory it's kind of like how you know the first CPU in your house or chip in your house was probably like your personal computer very expensive use it a lot and then over the last 20 30 years like the chips have just gone into everything such that you're like your toaster has one and it can be very
annoying when it's implemented by a non-tech company poorly but in general like having Tech in things is probably good and inevitable and the same thing will probably happen with robots right now everyone does have a personal robot in the sense that like most people have Roomba or something like that but then there's a question of like is the leaf picker next is the you know is the car
after that and then what else can be become robot you know you get the laundry one you get the dishwashing one and eventually you know everyone winds up having or like the average person has one on average right yeah uh I'm excited I'm excited for the age of personal robots I don't think they're going to rise up and if they do watch out I'll be shooting them with an
AK-47 let's go to he says we really have to bring family crests back I love this you should be paying a firm half a million dollars to design the crest that your sons wear on fat gold rings for the coming Millennia I do love that I have some friends that have the crest rings that they pass down the best day to start a family tradition is today go and Design This I don't think you need to
spend a half a million dollars if you don't have it obviously if you do if you're any sort of venture capitalist that's kind of the bare minimum that you should be spending but for the folks in the audience who are maybe a little bit scrappier a little bit more bootstrapped uh just uh just get in bigma and start ask calligrapher to make something exactly yeah you already have them on
staff put him to use yes exactly uh but definitely get it in a gold ring and and pass that down start wearing it today gift it to your the oldest patriarch in your family give it to your dad give it to your grandpa if he's still alive and then when they pass away they'll pass it down to you and then you can say to your son this was your grandfather's yeah it doesn't matter that you got it to him
when his when your grandfather was 85 it will still be technically his and pass down and you should do the same thing with pek Philip you should go and buy one and it to the oldest you know patriarch in the family and then it will pass down fairly quickly it's the start hopefully not but hopefully they live forever but you know you will will expect to have this at some point but
then it will be a fourth generation or third generation pack or ring almost immediately which is great um so get Crea yeah it was funny because I commented on that and I was like this is technology Brothers Bait yes and it works clearly but he then he said no is technology Brothers inspired so I the positive thing right now is we have this virtuous cycle of of Brothers in the community both you know both men and
women uh you know you know taking Stu from the show creating new things we then recycle it back now we're promoting family crest and so yeah this is it's very it's a great cycle that we have going here yep it's great oh this is should we do this one quantian uh quanan says this was the exchange that bef said was one of the worst days of his life lau and it's a big long fight between D growing Daniel
and be based Beth Jos Daniel says so is Beth's company going to ship anytime soon uh Beth says Hardware takes time not building a GT GPT rapper like many out there wink and then Daniel says it's a crypto mining thing right that's exciting and then beev says it's not and then Daniel says oh okay blockchain something though and then beev says no there's literally no crypto it's just
hardware for AI and then Daniel says oh right everything is AI now that's going be big just like dude you you're so online bef like how did you get trolled like this like come on but uh by but I mean just masterful posting two posters Collide this is a war this is a war Daniel verse but you gotta you got to just post through it the main thing to bef is just don't hold the grudge like
you know he he won this round you know you gotta get him back and uh the best way to MOG somebody is by building a a a massive uh you can't really MOG Daniel by having a big audience on X one of the greatest posters of a generation but you can you can MOG by by making uh exotropic a great company yeah yeah ex Tropic you know uh an Nvidia you know um close competitor even yeah yeah I mean
it is I'm pretty sure Beth announced extr Tropic like a couple weeks before this post and so Daniel's just like jumping it's it's a hardware company like like so he's like is is e to ship anytime soon it's like even like you know like Hardware companies that people are not skeptical of yeah it takes them a long time to ship things like like you know like the companies that have gone on to become massively successful in
Hardware like andal took a long time to ship because that's just the nature of these things like and so Daniel's like really ribbing him like hey hey have you shi that brand new chip immediately it's like okay probably not but uh don't let him get to you bef you got to just uh move on but oh well one of the greatest interactions very funny on both sides and honestly you know nice guys like
there needs to be there needs to be something so that was a screenshot I guess maybe part got deleted but there needs to be a a museum called the screenshot Museum and it's just a museum that you get to walk around and see the great moments of history that happened online that were screenshotted and then deleted and uh I'd pay to go to that so if you make it in San Francisco or New
York I think you'll have an audience yeah we we need a new segment for like Wars like and and we need like timeline wars timeline and turmoil yeah timeline and turmoil because there's been a number of these where it's been like okay we're breaking down jcal and Palmer and we're going back on like six different posts there's the Robert scobble thing and it doesn't really it's
not it doesn't really work to just react to one post you need to really understand the full context so uh let's build out a segment for that and this is related to our next post from creatine cycle Atlas uh he's quoting s for Satoshi for Satoshi I am Ginger trash says this is becoming a universal slop indicator seeing this on your website plus contact us for pricing means you know you're about to talk to two of the
most obnoxious 23-year-old Stanford grads ever and it's a screenshot of backed by white combinator s for satosi among other people have been talking a lot of trash about YC lately uh very negative we don't like that let's have some positivity let's keep keep all this negativity towards the real the real uh villains of our industry the tech journalists please and the communist and
the Communists uh YC is clearly on our side China would kill to have y combinator they would they would literally kill us and take they would leave they would decimate everything and they just take YC yes uh and who knows maybe they're funding all the tech journalists to write hit pieces and take us down that's possible that that that would be a great sop for them um but we'll have to break they won't be able
to break that scoop for themselves but if we can get scoop that shows the information people are worried about foreign money on cap tables through like seven layers of rollup vehicle and SPV uh maybe the real thing you should be worried about is foreign money in the tech journalist pocket yeah yeah yeah that's the real risk we'll be breaking that news it happened in politics there
was a bunch of Russian money going out to to YouTubers it's very dramatic um but Atlas says this dude is carrying on like that weird guy at the club who approaches women asks for their number gets politely declined and then calls them ugly to their face interesting a little non on a nonon a non Warfare timeline and turmoil timeline and turmoil now so so I'm I'm a torn here I
think YC is great even though I was rejected by it I think s for Satoshi is a great thinker and has good ideas yep Atlas is is right though I think s for Satoshi was like rejected from YC and they told him his idea wasn't going to work and then they like put out some request for startups or one of the YC Partners was like kind of and so he has a personal vetta against YC and he has
an audience so he can he can he's you know there's a lot of people that want to commiserate over not being part of YC and want it not to be that cool so they're kind of rooting against it so it's good bait but it's just it's just kind of boring and played out you know just go build you know just just you know there are plenty of companies that are great that didn't go through YC has
yet to put a gun to someone's head and tell them join YC yeah or or stop building because we're not funding you yeah they never say that they're just like yeah they reinvite companies back all the time that get rejected I I know a guy who applied eight times in a row and got in and now his company's worth like $500 million insane like insane and this guy was like 4.0 Harvard like super like like super
high status at every single moment and it still took him eight times to get in and I was running an AI company and they're ripping it's it's it's amazing great um Steve Json says first time on the show but you know you know very famous Metro capitalist we love him he says uh the starlink manufacturing line is the closest thing to a fully automated alien dread knot that I have
ever seen it makes 4.7 million terminals per year and growing one subsection is the largest printed circuit board factory in America this is great because we were talking to uh we were talking about uh Aaron slodov saying I don't know if there's a single company in America that builds defense technology that could produce one million of anything in a given year if asked to well guess what staring he said 10,000
oh 10,000 I thought he said a million oh anyway he said a big number and starling's clearly beyond that and starlink is critical to National Security very clearly we've seen it have an impact in all sorts of different uh you know War fronts um and elon's pulling it off obviously we need this in drones we need this in DJI we need this in robots we need this in cars all sorts
of things but it was it's great to see that high volume manufacturing is think about how many engineers are working in that facility that can then go work at other companies and and run that same Playbook back we're doing this in many ways with theer we uh the two the two engineering leads on the team were at Tesla and rivan doing like scaled battery cell manufacturing and now they're working in
a totally different SE sector but running back the same manufacturing Playbook that they learned at Tesla there's always been this question about um oh how do we bring back manufacturing do we just need to like retrain a ton of you know CNC operators or you know like be very custom and very manual but clearly you know this went from 0 to 60 very fast and it's an entirely new system it's probably built completely
differently and I wouldn't be surprised if you know you look in like 30 years and there's like oh there's something in there some process that's maybe protected IP maybe elon's not talking about it maybe we just don't really understand it or have a word for it but there's probably something in there that's like the the Henry Ford uh what was it called like the line the the the
assembly line like the assembly line is just something that is like so standard now but it was created at some point and there's probably something in here that's that's a new way of thinking about how to man Mass manufacture that will eventually be canonized and used everywhere and copy pasted and that that will be like the future of manufacturing and it will all be new and that's why we
need new companies to build things that even seem like oh well yeah there are primers right why do we need deterrence well it's because there's probably a when you start fresh green field you can build much faster in a completely different way that's less more maybe more Capital intensive maybe less maybe less uh Bound by human capital instead yeah okay let's go to Neil kosla this is
a good one he says son of venod kosla he VC himself he says reminder that as you see these V VC transitions that most of the time it's someone getting pushed out or artificially capped in power not leaving by choice and wi mantis chimes in and says the only generalized solution to the succession problem is murder taking it back to the I don't know like the 1600s probably uh makii like that that crew yeah well so so we
we posted something lot I I I I I don't want to guess and say this was a response to something that we posted but um yeah oftentimes when a GP leaves a fund uh it's very happy on the surface and everybody's like congrats woohoo really excited for you like can't wait to see what you do next but then behind the scenes like they were forced out or like they hat there was a lot of hatred
between the part part Partners or somebody's like the founders of the firm were just like you're never going to like truly see your potential here you should leave so there's always a lot going on behind the scenes and it get Sur what do they do next like if they're retiring well that makes sense but if they're immed wasm with uh Logan and he was like my favorite line is I'm going
to return to my operator Roots yeah um great did we say that on the last thing no we didn't we didn't but he says that's a common line if you're leaving it which is another way of saying my returns were terrible and I'm no longer GP at a major fund is just like the best gig ever it's so hard to turn that down under any circumstances yeah you you don't just leave that but
we'll leave it to you to read between the lines on this show we'll spell it out as much as we can without getting murdered Matt marlinski good friend of the show works with Mike salana over at pirate wires he is screenshotting a great interaction between Mike salana and the all-in podcast uh he says the so-called number one podcast can't think of an original idea and and Allin launched eight weeks of
Allin Idol and Mike says Jason this is Shameless even by your standards and shares a screenshot of pirate Idol which salana has been running for like two months and so it's a it's a format you know we like to have a lot of different formats here we got some Personnel news we got the size gong if you see a gong on Allin call us immediately because we're going over to Jason cis's house and
we're going to have to have a sit down convers we're have to have a sit down conversation and it'll probably be like the average board meeting at Lucy a lot of yep you know basically an allout brawl I'm wearing a vest yeah bullet tell you which one it's not going to be Patagonia vest but the yeah this is this is ridiculous um I mean you know obviously the pirate Idol is a riff on American
Idol but just to like decide a new a new co-host like it's very very similar to what pirate wires is doing and he could have switched it up and just used a different word because there are so many he could have said we're doing the voice you know or like we're doing anything else we're doing Survivor yeah yeah or or just just take it from a different we're doing the bachelor we're doing the
we're doing uh you know uh any sort of like Who Wants To Be A Millionaire and you know and and just adapt it but don't just literally take the exact same concept h rough anyway Jason you have a writer's room get him to do some more workshopping before you rip salana again it's uh not happy to see it John I got to stop you right there we have a promoted post uh from my friend ill
science uh ill science is actually a GP over at andreon he's on the uh consumer uh AI front uh but today I'm calling him ill science because he's also a uh recording artist and DJ and put out a song says very excited to share my new record and first collabor collaboration with the Maestro and Molton music label boss homero Espinosa streaming on Spotify and everywhere else you get your music I downloaded the track it's
fantastic it makes me wish that it was summer already that's great um and uh anyways go check it out I love when uh I love when people are excellent at one thing and then they pursue excellence in another thing and like you know we we've talked about this before but for um ill science a a break from investing to to do music even though making music is hard and intense it's still a break so
we got to we have to make a playlist because you know who else has released uh tracks Elon Musk didn't know that he released a track called Rip harambe with someone else Zuck released a cover of from the window to the wall Get Low remember this this happened a couple weeks ago yeah Brian Armstrong I believe released an entire EDM album during The nft Craze and you could like get the rights to it
on an nft it was just like a promotional thing but he loves music I'm pretty sure it was him and then Justin KH after he sold twitch him and his brother who his brother went on to co-found Cruz uh produced an entire DJ set called uh they were the con Bros and it was an incredible DJ set it was on Soundcloud for a while and when I got to YC they he had already like sold this company so he
was like God in YC world because he was one of the first ones to really get serious liquidity and they put out this uh DJ set and we would just listen to it all the time when we were grinding coding be con Bros con Bros we need an official technology Brothers playlist ill science track throw that on there and there's got to be more just listed off like four off the top of my head I'm
sure there's like 10 others uh folks who are who are in Tac and DJs because it's very adjacent I one of my first businesses was buying and selling DJ equipment I'd buy it in the states and sell it internationally because International Bus International businessman at age 10 or something uh but it's very like nerdy I actually produced an entire EDM album in Fruity Loops which is like this software that
you could kind of like piece things together I sold one copy to a friend I found a copy recently it's terrible but you know it was impressive for you know I think it was in Middle School and uh and something about EDM it's very very technical like dead mouse is like a programmer too and there's a lot of overlap there so I think there's a lot of lot of music people intact that you
know need to just be surfaced and I think they play we need a new music festival in Tech that's not burning man yeah like we need to we need we should maybe you know I don't I don't go to live music events much but and Justin Khan put a put a song of him I think it was actually at Burning Man on his YouTube channel let me see if I can find this um and it was a banger song uh it
was him he's just been putting up like live sets recently it's so sick he he did like some interviews he did some other uh some other stuff where was this playing our first EDC Oro at EDC introducing Orsa which I guess is like his new his new band or something but he put together this whole like Vibe reel and I this this song like really went hard isn't this good I listen to this a
lot this is my playlist for a while Justin Khan this guyy is sick [Music] so good finding PMS to this song ated EDC how how use that that's awesome you know you know all the words I know all the words I've listened to this so many times it's really good and it's just like he's playing like a massive stage like d goals like I I love that you got to if you're if you're super Li in in Tech do some side quest
it's just you can just do things like go win the boxing match or whatever go climb the mountain like hit those 14ers you know do a do the gumball 3,000 do the gumball 3,000 do a Parry to car you know get in the car drive 3,000 miles do a cannonball go to the moon go to space you can just do things you can just do things there's no excuse don't just be sitting around your Mansion uh scrolling
or whatever uh let's move on to Jason way he says y'all heard it from the man himself and it's ilas suver talking about how pre-training as we know it will end Compu is growing better Hardware better algorithms larger clusters but data is not growing we have but one internet it is the fossil fuel of AI lots of people talking about the data wall lots of people talking about
how scaling will scale AI is just somewhere so excited somewhere I think the stock is like way out too it's wild well it's not public but you mean no I mean I think like secondary demand and stuff is like doing really well and and and it's it's such a midwit take to be like oh did you know that scale AI uses third-party contractors and it's like yeah that's the whole point of the business like
have you heard of uh comparative advantage like this is like econ 101 people like you're not like blowing the doors off this thing by talking about it's so it's so embarrassing When I See This take I'm just like yes like obviously like you need to write a bunch of answers generate a bunch of did you know that Uber doesn't own cars or hire drivers on W2s saying this it's not a be
case for the company yeah um but uh yeah it's interesting I I was wondering like okay so what what what could drive the next era of exponential data growth because it has to come from humans and I was kind of thinking about what that could be and I think uh something along the lines of a like a friend AI thing that you're wearing and it's recording 24 hours a day 7 billion people I think
that actually might generate yeah one or two more orders of magnitude of data yeah and maybe that's useful data I think some of it would be very useful but it requires a lot of trust because you know it needs to be anonymized and but that could be like a Ubi type thing like if you wear the pendant you get like $5 a day or whatever the world coin pendant or something like I think it was who's the super
based guy at xai GRE Greg he was just like it's not that hard to get more data you just like take pictures that was basically or like put up cameras everywhere cameras video feeds uh I mean I I was talking to Nat fredman about this and he was like oh people are worried about like you know will the AI be able to access the New York Times or something and he was like based on the
data budgets of these AI companies they could just buy all of the New York Times and and and just or they could just pay you know way more journalists they could hire every single journalist double their salaries and they wouldn't even be scratching the surface of their data they could give every journalist a billion dollars and still have $200 billion left over basically Ubi for
journalists that so much heartache could have been avoided with the uh New York Times lawsuits if they if open AI had just sent over some D horses and they would have avoided a death potentially oh my God h rough rough rough rough uh Andrew huberman is saying lock the clock we discussed this we love it I like that he's coining a phrase 4K likes people know it you got to have lock the clock I
said stop the I thought he the lock the clock is better and he cites Stanford Med Laura weed says uh s time is one uh is the one to lock in Standard Time year round gives people greater opportunity to get morning sunlight necessary to shorten the period of their Central circadian clock from 24.2 hours to 24 hours to maintain synchrony with the I presume the sun um because it says show
more here but he breaks it down uh yeah this is great I really hope this does happen it'd be so cool I mean like I'd probably enjoy it like practically but I think I would more I would much more enjoy just the fact that we did something and the fact that something has changed uh even like the Pluto thing like the Pluto demotion it's like you you get to tell your kids oh yeah well back when I was a kid like there were
more planets and we learn more decided sign thetion you wanted to keep Pluto no no no or you wanted to remove Pluto I was in favor of removing demoted yeah don't give them the franchise don't give them the franchise it's like we've talked about you know there's people that want to take over Canada but they don't want to give them a state yeah it's real regulatory capture for the
rest of the planet it's just reducing the oligopoly on planethood it's good it's power law this is the way next step is get the gous Giants out of here you're not landing on those what are you doing get him out of there unless it's a rock push out Third Rock From the Sun not third cloud from the Sun count get some land mass get Neptune yeah I think Neptune's a gas one I actually don't
remember okay word grammar he's been on the show before he says emerging poster emerging poster of the Year potentially yep yep yep potential rookie of the year uh I think I have done a complete 180 on white combinator's business model in the past 24 hours all of the economic gains from AI startups will be made by preed investors any good AI product will be extremely hard to build but easy to
scale interesting distributions the bottleneck and moat put a little asterisk here behind the frontier Labs but they are special case and not representative the average startup the funniest thing is that like of course the number one Frontier lab like came literally out of YC combinator yeah um but I I I like that we've been bullish on product this is a is a generally good take is that there's we've seen this a
lot with with uh AI companies that raise pre-product and then generate so much revenue and are making so much money so quickly with such a small team that by the time a next financing happens the company's raising 20 on 200 Y and it's just really hard to make like truly great returns doing that yep and so because these companies oftentimes are not needing to do that intermediary oh
we're going to do four on 16 or something like that they literally get the one YC round maybe another two on 20 and then they're just making all this money and so if you can buy a basket of those companies super early for pennies it's like yeah but but I don't think uh the critique of YC everybody everybody like the the primary way that people try to critique it is by saying what's an
important YC company that launched in the last like three years and yeah and it's like but the critique has never been this is not a good business model right oh yeah totally some people try to critique it of like oh well you're just having it's a Ponzi scheme because you're just trying to have this company buy from this company and it's like that's just like fundamentally like true
like yeah of course they sell to each other early to get feedback if you're Enterprise you should or B2B you should sell internally let's do one more promoted post we'll close with this and then we'll get out of here and hop on with I can't think of a better uh ending promoted post of the day than from our friends at duPont Registry they have a 2024 Ferrari puru sangu presented in Corsa this has an asking price of only
$679,000 98 yeah $679,000 and uh I got to say these have been floating into the 700s frequently y this is a fantastic spec it is powered by a naturally aspirated V12 delivers over 700 horsepower ensuring thrilling performance and a 0 to 60 time of around 3.3 seconds not as fast as my Turbo but pretty good to be able to fit a fan family in it and uh it's just a great
looking car started seeing these around La the thing about the P sway is it is an expensive car but think about what you get it's a performance car it's a luxury car and it's also potentially a family car but it's something you can do business in if you're a VC you can take the whole founding team it's not just you and the CEO throw the CTO in the back throw the chief operating officer
in the back go staff even go out to nou get some sushi uh rashim rashim don't say it though don't say but uh but you know bring the whole team and fundamentally it is a lot of money but it's a lot of car and so you know you get what you pay for in this life yeah you got to have money to make money yeah you're buy if you're buying Ferrari if you bought an sf90 aftermarket and
over the last couple years you lost 500k something like that make it all back on the p s yeah I don't know if you're going to make it all back if you daily drive it but you'll make it all back spiritually by by being in a in a truly great well you will show the Ferrari dealer you'll show your dealer that you're committed to the brand you took the bath on the sf90 maybe you're prepared to take another bath but when
the when the f80 comes up you're getting program you're getting an allocation and that's what it's about in this life that's where you'll make it back it's great let's close with rat limit rat limit has a fantastic bait post thank thank God for posters with great usernames because uh it would make the show would be much less interesting if Steve rat limit says that poly impulse
to hack relationships with tech I printed QR codes on my gf's panties her Playmates get instant access to an info sheet on my and our boundaries a bit nerdy yep but what won her over I 100% trust you I want to trust your sweeties too and it's a picture of some underwear with a QR code on it and I mean I this is one of those things that I'm like I'm 90% sure this is a bait post but it's
like so so real that it could be yeah so I don't I'm fortunate that whatever side of tech X that we're on this stuff doesn't pop up for me except if somebody's dunking like this was a dunk like this was a screenshot I think it's probably deleted but I think it was I I think it was designed to bait and I think if you look at the rest of the post and some of the replies were like crying laughing like okay people will
get it uh obviously uh you know polyamory is very popular in the Bay Area this is kind of a play on that but why I wanted holiday uh highlight this is is is not for the culture war debate over P but uh instead the the beauty of the virality here that there's a picture of an item with a QR code on it and when you scan the QR code you actually get taken to this info sheet this website
that this person built that has more content about this post and again I think it's very funny I don't know if it's real but um but it's it creates this cycle where you have to scan the image but the image is on your phone so it's kind of tricky you need like a second phone or something to scan the QR code but then you're taken to this website and I think that there's something here from a format perspective
that could be very viral marketing for a company and so like if we did a drop and we were like we're dropping these coffee mugs and the coffee mugs have our logo on one side and a QR code on the other side but then when you scan the QR code they take you to some video or some website that we design it becomes this like online to offline to online experience and then people are going
down this rabbit hole and then they will screenshot where the QR code takes you and share that and it becomes this like rabbit hole for these people and I think that's a big part of why this went so viral was that it wasn't just there's a QR code and I've blurred out the QR code no it's like QR code's there you can see and if you went on there there were all these other jokes and stuff baked in it
was very high effort and I thought it was a very good marketing stunt uh if it's a marketing St even if it's even if it's real and it's cringe um there's clearly a lesson in there for I respect the Innovation I respect the Innovation exactly do your thing rat limit so let's wrap up there I got to hop on with the Vatican so I will talk to you later Merry Christmas Merry Christmas