welcome to technology Brothers the fastest growing podcast in the world and also the most profitable podcast in the world we got some exciting news today on the show we are awarding our second reply guy of the month Jordy who look at this guy uh this is going to be obvious to some if you've been in the comments
sections of our post today uh none other than Baldo granados is our reply guy of the month absolute dog I mean this guy has been putting in the work uh I'll read some of his best post I'll re Leaf through this quickly he's got some low Tam bangers in here I mean the guy's been an absolute animal I mean Around the Clock replying first reply every
single time hundreds and hundreds of replies uh he not only replies to our stuff but he uh replies you know and even posts about our partners he says after hear seeing ander's merch success I wanted to throw out an underrated merch item for try for ramp ramp ear muffs because no one wants frostbite
while reviewing expense reports I like it in that post another one we got to inspire the next generation of capital allocators that's just a banger by itself two we're investing in this post at at two likes uh quality stuff he commented on an ad we did for another one of our partners Celsius uh he he actually recommended that we explore
other varietals from Celsius including wild berry a refreshing choice no matter the occasion the guy's got a gift for the written word uh and he's even been out you know replying to to our partners over at ramp saying building the ramp Network market dominance is only a matter of time so anyways this guy could be a writer for the show it's fantastic
thank really really exciting emerging poster um and remember Baldo you can get reply guy of the month more than once so don't stop don't stop now that you just got some recognition but this guy's at Cornell he's got a startup awesome uh and I'm excited to see what he does no doubt um this is just the start that's
fantastic well thank you to Bal Balo uh let's move on to the Facebook red book one of their foundational documents for the organization um hidden well I would actually push back and say in in the way that uh in many ways the Bible was the foundation of Western uh you know just general society and thought Facebook red book has been
the same for the startup economy in many ways so it is not just a little book uh there's been billions and potentially trillions of dollars of value created from this source of of um yeah of wise uh wisdom so we're breaking it down today uh it was formerly a document that you had to find on eBay it was pretty
rare passed around but our good friend Matt Parkhurst over anti- metal uh got a copy sent it over to a very highquality uh archival scanner had it scanned and uploaded the PDF for everyone to read PDF is available I think on anti- metal or just go to Matt's uh we'll quote the post so you'll be able to find it below
uh you can print it out or you can try and go find a hard copy um but let's go through it um first thing I mean amazing visuals like every single it it it feels like a brand book even though it it's more than that no it feels like a coffee it it feels like a coffee table book like really really really but but not over the top like it's not trying too
hard it was clearly yeah very intentionally made but also effici what I love is that it uh it has the it has the Aesthetics of a brand book but you can already tell that the brand for the company is extremely Broad and wide like there's there's a picture of Kevin Bacon in here there's pictures of ancient you know uh Ancient Art uh
the Berlin Wall falling graffiti and protesters it it it really is not saying that Facebook is for any one specific type of person but the message is very clear like the brand is for Humanity world it's the world and that's amazing and the other thing right away that stands out it's it's over 100 individual
pages but the um the actual text is fairly sparse and yeah really only trying to communicate like a a handful of of specific uh learnings uh which I think is cool so it kicks off with uh Facebook was not originally created to be a company it was built to accomplish a social mission to make the world more
open and connected changing how people communicate will always Chang the world changing how ideas spread changes how societies function it changes how people speak live and tell stories it's kind of the Marshall mclan thing like the medium is the message the tech company defines how humans communicate and that will
actually change the world and it's crazy because I mean obviously the narrative in the very early days around Facebook was like oh it's this like you know poke it's this dating app it's this hot or not and it's clear that very early on they realized like the impact it would have at scale and they were able to
really capture all of that is fantastic yeah and I think this was key at a time where I don't know if you look back like it was it was not in the same way now that Andel has been able to get really really talented Mission oriented people to come work on defense for the first time in in decades you now at when when Facebook was really getting off the
ground there were would have been a lot of Engineers that say I'm not going to go work on like a your little app right like I I want to work on something important and so part of the way that they've positioned this is like no the work that we're doing is extremely important we're like creating entirely
new mediums similar to the to the printing press which they um which they pull out say uh connection is the fundamental unit of society increasing the number of ways people can connect and the number of people they can connect to is a powerful tool for good it's it's fascinating because Google in the same way is like an ad company and
that can be kind of boring to go work at an ad company but Google was very amazing in the early days saying like our mission is to organize the world's information and that's just like awesome when you think about all the different things that can come from that uh it's interesting that this was not promoted
externally more like if you go back and you interview someone about what was your perception of Facebook in 2008 or 2010 um they wouldn't necessarily have gotten that in the same way that the that Google went public with their message but clearly it worked in the recruiting and like talent and retention Realms so yeah and and right away you
know one of the sections democratization of influences it's called it says in the past controlling the media meant controlling the message if you if you own the only printing press you controlled what people read the same was true with radio and TV but what happens when everyone has a printing press when the playing field is level influence can
no longer be owned it must be earned the best ideas win so this to me stands out pretty dramatically because this last election cycle was the perfect evidence of that like it did not matter how much CNBC and CNN and the New York Times and all these different sort of traditional media uh sort of trashed uh the the
president-elect it it really didn't matter because he had earned his own platform and influence that was just had had had an order of magnitude more engagement and the funny thing is like the way that social networks have evolved now and everybody and people love to complain oh you don't actually
own your audience on on on Facebook or meta a Instagram Etc but what what they're saying right here is it must be earned and in many ways today with the algorithms you need to come on the platforms and earn that influence and audience every single day it's not like a you know basically like oh we're giving this audience and you can you
know say whatever you want to it over and over and over you now need to earn it which is why I don't know some of these sort of Legacy Media accounts will post on X and get like two likes right even though they supposedly have 20 million people in their audience right not they're not good content anymore they're not winning
in the algorithm yeah it's interesting that like the best ideas win uh creating Like This Town Square this very open communication standard um Zuck obviously had like a ton of criticism around deplatforming and bias and the algorithm and what gets promoted and what doesn't but if you go back and look like it just feels like
that was never driven by him there was always external pressure just tons of you know Congressional inquiries and whistleblowers and hit pieces and it it feels like he's he for a long time he was doing his best given all the andc we haven't a l offorming and and then at least when he when he kind of dipped his toe into the short form with
threads they he wasn't saying like this is going to be a leftwing space it was just like we're not going to do news or politics at all and some people love that some people don't but it's like at least it's not ideas about everything and some people don't like that but um it's still meritocratic in its own little niche in
the same way that Instagram is meritocratic around things that are aesthetic and things that are you know images and T and uh and videos uh but I love that uh there's a section here called Zuckerberg's law yeah huge uh huge embracer of the law Co he coined he coined his own law which I love and Zuckerberg's law is written here is the
man basically the man who created the timeline created was the origin clearly understood the importance of of compressing his overall thesis into something that that could be repeated um and so he boils down Zuckerberg's law as the amount of each content each uh the amount of content each person shares
doubles every year very very concise and that makes a ton of sense people are sharing all sorts of stuff now um and not just in the amount of text but then as as people went to images images you know an image is worth a thousand words pictures worth a thousand words video tells a much bigger story uh and
Zuckerberg's conclusion is this means the amount of information shared by humanity is increasing at an exponential rate however the amount of time people spend consuming content has not changed there are no more hours in the day and so what that means is that like the algorithm is inevitable that there has to be some sort of filtering for all
this and that's why these uh these content recommendation platforms are so powerful because you're seeing the the cream of the crop across the entire network and and obviously Facebook has had to go through major upheaval especially on Instagram as they moved away from the the following feed to the algorithmic feed like what Tik Tok does
but well that was one of those yeah it was one of those things like yeah it's interesting to see what your friends are doing but it's more actually more interesting to see what your coolest most interesting friends that aren't really your friends but you feel like they're your friends take seriously yeah
yeah um yeah and the next the next one after Zuckerberg's law they talk about two massive opportunities which again this is all like this is this is being this was written at a time where video product they didn't have a video product like the everything was very n pre- Instagram yeah obviously pre- Instagram
um but there are two opportunities they identified was creating better ways to share as people share more the demand for new and improved tools for sharing will continue to grow so the Instagram acquisition makes total sense in that capacity of like hey this tool is catching on people are sharing and this sort of that's adjacent to what we're
doing we should overpay we should pay a billion dollars for this tiny app um and snap it up and then delivering information more effectively with so much content it is essential to deliver it in ways that are relevant understandable and quick to consume and so I think this just ties into what you're were saying about algorith
algorithmic feeds always being inevitable because again if people are doubling the amount of content that they're sharing every year and we only have so much time in the day when you open Facebook Instagram X Etc you want the most interesting most relevant content to be there and the form factor
that's most easy to consume which is why I love algorithmic feeds it serves me up stuff every single day it's a great ad format yep as well which we love um it's curation scale it's just like like who was it was it teal that talked about this or uh it's a good sign that uh if you don't know who said a quote you just
attribute it to teal um but it's like the the true in test of intelligence is like being able to predict the future and in many ways like the red book just predicted the future 15 years out like almost to a te y um the next one you want to you want to get into this yeah build products around people data doesn't care about you it won't bring
you soup when you're sick or take you out when you've been dumped but people will people are surprising give them something exciting and they'll build on it one out of seven people in the world are on Facebook that's amazing but six out of seven aren't that's a lot more people to connect just really really like world domination mindset
interesting everybody like the big uh when when people would attack Facebook over the last 10 years so after this was written it was always about oh they're just harvesting your data and they're using your data against you and they're using it to manipulate helping people manipulate elections and all this stuff
and it's just cool to see that internally they're not like data rules all you know uh you know and who knows like maybe their actions were were different at different points but ultimately it comes down to the fact that even after all that controversy I have very positive feelings towards Instagram and and just meta broadly as a
company and I actually don't mind that they're harvesting my data it's going to mean like after this three-hour podcast they're going to serve me up a super relevant ad conversation yeah um they're GNA serve me up PCH ad there you go I did get somech ads it's so funny uh uh the next one's The Hacker Way The Hacker
Way is about pushing boundaries and testing limits it's doing more with less finding Creative Solutions and making things work sometimes with nothing it's Effectiveness over Elegance there is always a way I love that and they've always had that hacker culture and they they talk later about hackathons Innovation through action hackathons are
the place where ideas become reality they've led to Major failures like timeline or major features like timeline born from an idea called Memories the process wasn't smooth and it involved a lot of failure but it worked because people were determined to make it happen and um yeah I mean the original push
back on the timeline launch was insane people were had like all these groups about like boycotting Facebook it was a total like stated preference versus revealed preference I think there were even protesters at Facebook HQ like bring back the old like you know UI and uh UI changes people always get upset was before I can't even imagine I can't
even imagine my like early memories of Facebook are just like people having very almost private conversations like posting on I guess on each other's walls a big so you could post on your own wall sayate I'm record a and could your wall and say hey it was great recording with youday but in order to get information
about Jord I had to go to jordy's page there was no timeline to synthesize all the changes that were happening on everyone's page so you would literally just scroll around to people's pages and be like I wonder what this person's up to I wonder what that person's up to it was very aimless it made no sense like
it's it's very primitive by comparison and I'd be like yeah if I look back on my feed now it's like you know my best friend uh from growing up being like hi Jordy I'm really excited for our ski trip in two months see see you then and then like another post from him the next post yeah uh so it closes with what
makes us better three points one focus on impact solve the problems that matter most two ruthless prioritization pick the right problems to solve and three keep shipping stay focused and keep moving forward yeah there's another part of the book too that that I think was uh relevant which is like in our industry
there's only sort of two timelines that matters there's six months and 30 years yeah and it's wild that he has what you know that the organization was able to execute on clearly many many six-month timelines in a row very well while at the same time their Little Red Book like perfectly Illustrated the reality 15 plus and I mean he underscores
everything that he's doing with meta and VR like everyone agrees that that's that that bet is very early um yeah but it just doesn't matter if you have a 30-year timeline yeah um so fantastic uh piece I recommend you go read the full PF we'll post it below we sum it's pretty there there's some pretty great
pictures in here there's there's one of of uh Sam lesson from slow uh hanging out just like with an entire real technology brother right here look he has his entire timeline like printed printed out it's like a bunch of post there um so anyways lots of a cool piece of history and cool of mat to make it available for everybody I love it we'll
we'll wrap up there we highly recommend you go check it out and we'll move on to some Personnel news our favorite segment we got some we got some major Personnel news we're doing three different huge moves in Silicon Valley today uh let's kick it I got to sit up straight for this get get locked in get ready because
these are GNA Rock the tech world uh Jordy you want to kick it off with YC all right everybody we got some breaking news in the startup World y combinator just made a high profile offseason pickup bringing in anit Gupta as a visiting partner for their winter 2025 batch this kind of player acquisition this is the kind of player acquisition
that sends shock waves through the incubator landscape this pick screams Gary tand toy and while a stin it head coach has been brief he's certainly making a statement with this move what do you got for us John yeah let's break down the stats on Gupta he's a Harvard double degree holder in computer science
rocking both a ba and a masters graduating Magnum LA with five Beta Kappa honors this guy has deep playoff experience as the co-founder of and CTO of Ry Labs where he built AI enabled solutions for drug Discovery raising $31 million and partnering with ro to drive multi-million dollar deals his skill set spans Cutting Edge AIML
full stack engineering and a track record of scaling startups more than 15x by headcount think of him as the Patrick Mahomes of AI look uh Gupta also has experience as a research engineer at vicarious Ai and stin at Google and paler Gary worked at paler I know there you go where he flexed his technical chops and now he's
set to bring his strategic Vision to ycombinator working across sectors but keeping a close eye on startups pushing the boundaries of AI biology and Healthcare with his pedigree leadership and ability to Scout and develop Talent gooped his addition to Y combinator solidifies their status as the premier incubator for the next generation of
startups for the tech ecosystem this is nothing short of a blockbuster signing with 6% of YC startups already becoming unicorns if Gupta can add the value that we think he can there's no reason he can't add billions to YC's future returns stay tuned YC winner 2025 is going to be Legendary Legendary stay locked in
folks we got more breaking news more breaking news another Personnel update some Personnel news look we got some breaking news out of the flat iron District ramp has locked down one of its absolute Stars Andre caval with a big contract extension after he hit his four-year Cliff Andre's been a key player at ramp leading the charge on
massive launches like ramp travel and their partner program this guy's been an absolute dog when it comes to building and scaling Innovation at one of the hottest companies in fintech oh he's an absolute dog now now we don't have all the details on the contract yet but we're guessing it's likely a high six or
maybe even seven figure package uh likely another four-year extension probably no Cliff this time for a top performer like this ramp's move shows that they're not just in the game they're building a dynasty under Eric gl's leadership absolutely John uh what does this mean for ramp well they're doubling down on retaining Elite Talent
and Andre's decision to stay with the franchise is proof of the PowerHouse culture that they built ramp is clearly taking advantage of the lack of the salary caps in Tech they are playing to win and moves like this prove it this guy is an absolute Beast congratulations to both parties congratulations and lastly we got some
we got some Personnel news breaking news from Sand Hill Road Andre Horwitz the Juggernaut Aventure Capital has just made a massive signing Christian Kyle is joining the team as a scout investor this is a huge play for andri and Horwitz as they continue stacking talent to dominate the startup landscape so
who's Christian Kyle John well let's break it down this guy is a vice president at astris space Technologies where he's leading the charge on government relations international relations PR and marketing he's got experience as a chief of staff and director of bizop bizops at Astron as well where he helped guide one of the
most exciting companies in space Tech before that he founded direct a roaming decentralized Tech startup and cut his teeth at deoe uh love that for him as a consultant he also worked with uh Jason Carman at astonis who we love on the show uh but don't sleep on his academic game he's got an MBA from UC Berkeley's
H School of Business and a BS from the University of Michigan where he crushed in economics psychology and applied statistics now andreon has brought him in to power up their growing Scout program while the exact contract terms haven't been disclosed you can bet there's a cut of carry on every deal he
does this is incredibly bullish for the hardtech community uh Kyle's deep connections and experience in space and hardtech make him the perfect fit to bring cuttingedge startups into the a16z portfolio look John we got to call this what it is this is a dynasty move by Mark andreson and Ben Horwitz Christian's already built a Fant
fantastic podcast interviewing hardtech Founders and with 2025 on the horizon the industry is watching closely to see what plays he makes next absolute dog of ass signing stay tuned here stay tuned stay locked in thank you let's move on to some Q&A we got some DMS from wonderful folks in the audience uh we'll start with a uh public post from counter
pressure uh they say hey guys I met this La model from Columbia she asked me to co-sign on Carly for her she has a 258 credit score she's hot but not quite hot enough I'm not sure if she has a job should I help her get a Civic what do you think Jordy I like it John I like the play uh it sounds risky but we like to go we
like to go risk on on this podcast and look you know if you're looking for love in this competitive market you got to be willing to take some risk here and there uh you know I don't know what kind of I don't know what the retail price is of the kind of car you're looking at but if if uh finding the love of your life is
worth 20 or 30 grand to you I think this is an easy bet yeah I say take the risk let's go on to the next one we got a DM hey John and Jordy I recently sold some secondary and after taxes I netted about $30 million I'd like to rotate about 10% of that into a new daily I want something sporty that can still fit two
car seats as I have two sons under five what car would you recommend by the way my sons love the Pod and take turns screaming risk on and lever up when they're in the back of my current car a Porsche Cayenne Turbo GT what do you think Jordie $3 million for a family vehicle I think you got to go Mercedes G
Wagon 6x6 the 6x6 is great the 4x4 is a good option although uh my personal experience with the G63 variants is that it is certainly tough to fit car seats in them they're not uh they're not very long um you could get one not very long yeah you could get one of those off-road be one of the you know van life something really decked out just yeah
just fit a ton of family members in there you could you could have seven kids in the back van life is Van life is certainly certainly tough I mean at this point I think if you're going for something that is uh trying to spend $3 million on a familyfriendly car is not uh is certainly not easy there's not a lot of four seaters but I'm going to
have to go with um I'm gonna have to go with a kig um gamra on this one phenomenal car uh I mean this thing is an absolute dog of a car I don't think you're going to find something faster or more expensive with four seats so to really optimize around that price Target I don't want to come back to him with something that's under
under seven figures just because he clearly is trying to um he he wants to lock into a more stable asset the markets fluctuate every single day with cars even if they're depreciating they're usually pretty fixed rate right you might be losing 5 six 7% a year but you're not going to lose 100% in a year
like if you're trading options Wild Card pick would be get two SUVs the pure sway the latest Ferrari SUV uh not going to blow your whole Budget on that so then also pick up a mint in fresh condition Lamborghini not the urest though you get the lm2 this Rambo Lambo Rambo Lambo I actually got they're both going to be in the shop 50% of the time
but the pur s got the modern technology so if you're not feeling to fire up the Rambo Lambo you get in the pur s way but if you're feeling adventurous you fire up the Rambo Lambo the Rambo Lambo Lambo is I'm surprised underrated super underrated it's it's a beautiful silhouette and driving a Lamborghini SV just feels so right and you can just
tell people oh yeah I just have a Lambo SUV and people would just assume it's an URS oh okay yeah whatever but then when they see it they know yeah yeah it's a really if you know you know car funny thing about the um puru uh pure blood the the pure blood those things are getting into like the 700s if you want
to pick one up right now them out you can also get uh a mansori kit on it if you want to pump it up a little bit pump those numbers up a little get lowered a little bit for the kids easier to get in Arrow kit on it yeah people don't think about lowering their family SUVs enough right you can get you can get like
you've seen those Honda Odyssey that be lowered uh which just you don't realize this until you have kids but once you have kids and you got one or multiple car seats like you want a car that's actually low to the ground that's why some of these SUVs kind of suck and so having something that's lowered it's like you know having the kid sort of a
chess level is is really ideal so I mean you know an lmo2 you're not even going to be pushing a million dollars with that so even a mint one so you know you could take the pong way take it to West Coast Customs get the sliding minivan doors put on it and then also add Hydraulics like it's a l so you can
boost it up but then you can also lower it all the way to the ground get the kids in really easily that's I think we solved it soled it uh luck out there we're on to the next and congrats on the uh liquidity event uh hey John and Jordy I recently got a promotion at work I'm a PM at meta and I'm looking to get a new
car and watch to commemorate the moment I previously made about 100K a month and now I'm clearing 150k a month including bonus I currently drive a kith BMW M4 comp and wear a day date can you give me some ideas for potential upgrades I love questions like this it's important I love questions like this and I and
congratulations on the promotion congrat I'm surprised we didn't pick it up in um some Personnel news some Personnel news already uh anyways you know that the the kith M4 comp is is a beautiful looking car I'm not I'm not a BMW guy myself but I but I can appreciate uh I can appreciate that car um at this point you're making pulling in 150k a month
where where would you go with this her Dorado great option yeah yeah I mean especially you know if you want to be able to if you're in the Bay Area you want to be able to take it skiing snowboarding whatever s is a great option 296 if you're not going Offroad 296 it's it's fun kind of underrated but it's a fun it's a beautiful car yeah
yeah and and then and then I just I feel like the Trap um that I always find you know myself getting in and and Friends getting in is wanting a car to do too much and so the right answer here is actually probably like get a daily uh you know something something you know maybe like a Ferrari Roma something
that's a little bit more under under the radar it's not going to blow anyone away at a car meeter or anything like that and then get a get a get a Weekender like um yeah you know more of a collectible car something a count something that GT something yeah care GT something that that you're going to be proud pulling up the car meet on the
weekend and and um you know it can still be a little subtle uh you know it doesn't you don't have to go for a Huracan SEO or anything like that but um but anyways don't try to get a car to do too much at once it's a trap tried to do that with what about watches what are you thinking oh I think it's uh it's
obviously uh Holy Trinity time yly trity I don't I don't know that you can you know he's working it he said meta yeah he's a PM so so pek AP vacheron like which speaks to the role of the pm at meta best look I think meta is a is a culture that's not super flashy so and yet the boss is rocking an fpj regular so so if you want to if you want
to stand out if you care more about standing out to to Zuck than your than your direct peers yep I would go for for um you know like overseas complications something like that like something that's that's a true hitter um some of their ultra thin models are fantastic uh something like that that's going to be
low profile you're not going to get questions about look like you're trying but Zuck will notice Zuck will notice it's going to blend in in the lunch line um and you're not going to be sort of bashed in in slack or teams or whatever they use I mean you could also go the other direction and just try and take it
to the max rard Mel that's true and just be the only one in the office with something so in your face yeah and it's funny cuz it kind of like a cartoon watch and so again it's like one of those uh they're not usually like an if you know you know watch it's a racing machine on the wrist but at the same time uh you you know you're you're going
to get the right attention wearing wearing an RM yeah exactly I mean the other the other option is uh just pick up a cubitus pek it's a controversial pick but Zuck has one and so I think he's thinking about the cubitus in kind of a contrarian way it's like it's this pect that everyone's hating on in the
community but maybe there something there but it's still a pek yeah still a pek and and I will fight you on the cubitus I think it's underrated um let's go to erroneous input just a fantastic meme produced uh on our behalf uh just say certified Banger and it has Jordy raising the roof somehow which I don't know how he got
this image he must have scrubbed through 10 hours of content to get that perfect shot I mean we have a lot of content to pull to pull uh screenshots on he also he also made one of you too the the certified the certified platinum banger something it's great well thank you input potential future reply guy of the month here with this I mean it's quality
over quantity in this case but I I see a bright future ahead so thank you and then uh we got one more from sack says Tech Bros pod needs to slow down I can't possibly keep up with this much content and I unfortunately we're speeding up yeah we're speeding up we might go we might going be more we might go to five
days you might be getting 15 hours a week we've done 10 hours a week we're going to push it even farther it's go yeah we've heard we've heard from a few listeners they they put us on you know when they're hitting the gym at 4:30 and they they end up being frustrated because by 7:30 a.m. they're they're out
of content and so we kind of need to lean into some of our our our bigger uh you know uh fans and really deliver what they want not not try to provide always for sort of the median yeah exactly uh listen on 2x listen on 3x listen on fourxx 5X just get it in your brain don't skip any minutes you know that like it it really
got uh when when Mark went on JRE yeah it really got Meed of people being like Oh got to listen on half does he really talk that fast yeah he talks quite quickly okay I didn't really notice that before but I love to see it yeah cuz CU yeah you know 2x for you is just like One X for that for Immortal uh let's go
to the timeline will mantis happy birthday to will he's been on the show before says amra on Thanksgiving entire aisle is blocked by a VC's bag dozens piled up he's standing there yelling into his cell phone about some deal getting marked down someone offers to help with his bag he snaps can't you see I'm on a call and will says we are so
back uh you love it you love to see an aggress of capital allocator no I I want to bring for some reason in Tech yelling has been a big no no for the last 10 years and I think we need to bring it back yeah yelling is a great way to get your point across if used highly strategically you cannot yell all the time you cannot yell on every call you
cannot yell once a week you probably shouldn't yell once a month but once a quarter keep that as a tool in your tool kit really let loose there's a way to do it respectfully right sure you can yell respectfully yeah I mean this is this is serious Alpha for the listeners but one of the first lawyers I had in Silicon
Valley was like look like yeah some VCS love to yell uh here's a tip when you're getting yelled at on the phone just turn down the volume and put the phone farther away and I was like I what I'm doing it and it was phenomenal because it just takes the edge off so much because if you're up in the airs yeah because if you're if
you're on a call you control you control the amount of yelling and then all of a sudden it just sounds like someone's yelling like sorry I can't hear hear you speak mogged MOG mogged yeah you gota you gotta flip it on him let's go to Zach he says most of the uh many of the most successful writers and
entrepreneurs I know built their entire Empire on Apple notes love it anti-c brain guy yeah yeah I don't think uh I mean the simplest thing it's just it's a canvas and Apple notes has like so many features you can draw you can do bullet points like everything everything you need to do you can share stuff you can
create shared things I mean Google Docs is the same thing once you get more structured it's like you're spending more time organizing than you are actually thinking my my thing I don't know if you do this I just text myself like stream of Consciousness that's the only like note taking app I really use more basic uh like I just uh my wife's
always just like like you text yourself more than anyone like you talk to yourself more than anyone and I'm just like constantly just like typing away but it's great because I just have this like timeline infinite timeline of the stuff I'm thinking about and what I need to get done yeah it's great use Apple
notes make sure you're leaving uh mental mental notes everywhere Lucy guo says I don't have an addictive personality outside of working out so of course when the opportunity presents itself I do three berries in a row thankful to the universe for giving me so much energy fantastic I think she has an addictive personality to creating shareholder
value yeah decacorn yep probably potentially a future decorn financials are fantastic animal animal absolute animal absolute dog and and I think I think she's been profiled in the in the information and there's a little bit of a thing where um people kind of clock her as like not having the default Tech personality because she's like talking
about working out and working with the uh these like content creators and she's like almost like cool in a way that's unheard of in Tech like she's cool with like act she was early to loud opulence right she she was driving Ferrari I think AR Roma yes uh she'll correct us I'm sure in the comments if if we're
wrong but I think she was driving Aroma in like 2020 F40 um no no no no fantastic and and but but I think the real takeaway here is that like I think that there is a world where Lucy designs her personal brand all around scale Ai and being this like very serious business processing BP and and doing B2B SAS essentially which is
like that business but she knows the the business that she's building now needs to speak to the type of content creator that talks about she's now she's now much more welln for being Lucy than being one of the co-founders of scale which is and so and so there's a lot of there's a lot of Founders that are
intact and they they fear being seen as some like a member of the industry that they're actually part of and so if you're of the influencer economy or like the Creator economy like you need to feel authentic in that if you're just there talking about like what software and you're using or whatever like that's not going to appeal
and so I I love underrated what I love is I I I feel like there's an entire cottage industry of of Lucy like haters people that don't want her to Wint and and she's just a winner like she just keeps winning every single year I got to go really I'm very short Lucy haters because you know they've taken huge
loses huge losses I mean honestly Pro props to her for just just I think she gets she's like oh you think I'm annoying I'm going to go do three berries and add like a million dollars of gmv today to my platform yeah she always talks about how like she like maxes out the Woodway at berries like she broke the machine it can't go any
faster it's broken it's fantastic uh Critter says I can't wait until we have slurs for Moon people and uh dirtman a good friend of the show says the 51st state and is talking about building on the moon uh very funny did you read uh Moon should be a state pirate wires fantastic essay uh and I ordered my newest moon should be estate shirt
highly recommend you go pick them up uh pirate might be sold out might be sold out by now probably there's only 500 there's only enough of these they're rare rare they're drops not but if you see somebody out in one of those but yeah it's funny every everything can be a slur Tech bro is a slur that's why the
ology Brothers Canadian is a slur in some circles um Jeremy's got to work on that yeah yeah he's going to make it cool again but we're Jeremy and Sam uh do your best to make Canadian cool again I actually had like a crazy almost like emotional moment with the moon I was putting on the moon should be a state shirt and my son's like obsessed with
the American flag anywhere he sees an American flag American flag American flag he just gets pumped up by it so he sees the American flag on the back and I'm like oh yeah this is like a moon should be a state shirt and and he was like what's that and I was trying to explain it to this three-year-old and I
was like well I have some friends you know the moon right and he's like yeah I love the moon he's like well like I have some friends that are trying to make it so we could just go visit it whenever we want and he was like won't even need a passport yeah yeah and he was like that's amazing and then he was like I uh we'll
need a rocket and I was like well it's funny you say that because I have some I also have some friends that are working on that rocket it's like FF is like Moon and and SpaceX and like I mean the the lesson the lesson the lesson that your son is going to grow up with is that Dad my dad's got a guy for everything my dad's
got a moon guy my dad's got a rocket guy basically basically but it's like I mean it's not like the SpaceX people are like my guys it's more just like like I'm clearly aligned with them like this is the vision spiritually Loosely working towards and he was just like that's amazing like that's exactly what we should be doing dad like I couldn't
agree more with your plan the kids are based it it was so good every time he sees a cyber truck he's like I need that I need that asked him what color he was like red I was like I don't know my hands are tied here I have to drive a red cyber truck it's fantastic the school drop offline it's going to be crazy let's go to Signal uh signal
writes uh ELO if you're an employee of a startup started by four xvps9oygjiy you know maybe they're maybe they're Deca Deca billionaire Deca Millionaires and they want to become scenties or beires it's such a it's it's so uh one signal has been dropping some absolute bangers every every every time I I see
their their name wealthy was was uh was Elon when he started yeah so this is I mean you could argue that Elon invest he claims he invested every dollar he had and everything wealthy and he when he but that's why I'm saying it's it's very person person I'll meet Founders that that are you know sort of post economic
and they're trying to do their new thing and you can just tell they don't have that dog in them and then you meet yeah I think the most important thing there is not necessarily the money but the VP at Google because the VP at Google is not necessarily a super entrepreneurial person by default if they weren't there
early so if they joined at a 10,000 person org that's a lot different than founding a company exiting having some money and then being like I got to take yeah just cuz speed is so important I feel like Google's been in this position where they can plan things across decades and multiple years and if you apply that style of leadership to a
startup like you probably will never get off the ground yep let's go to Isaiah Taylor founder of uh let's go to Isaiah Taylor he says uh if you're VC reading this and want to make a large bag and B save American manufacturing stop what you're doing and invest in atomic Industries Range View and hadrien then
ask Aaron Cam and Chris who else you should write checks to we win this through Innovation I love this shouting out the boys absolute boys it's great uh we are losing and it's a quote tweet of Zayn saying we are losing SMB manufacturing shops uh kind of identifying the problem but Isaiah just writing the playbook for the VCS it's
good he's doing their homework for them yeah I mean this is how a lot of VC's actually invest is they invest in one good founder and they say who else should I invest in and then they go try to invest in those people and it's a pretty good strategy yeah um that's how I've approached Angel Investing where
sometimes I'm I'm sort of evaluating a company early on and I'm like well I don't think this person is as good as this team but even if they're in the same orbit at all it means they're like probably pretty good compared to the average person that's attacking that space yeah it's it just speaks to like the beauty of the gundo like they've
kind of bootstrapped their own like ycs Community where they're syndicating deals together sending employees around like there are now employees that fly in from like the east coast and just Tour all the companies and just wind up at one which is just really really cool um and uh it was fun making like that
little video about um and's like the bonfires and stuff which I think they still do yeah and it's important when they're small because they can kind of share resources and Syndicate stuff it's great y let's go to Lisa Sue uh CEO of AMD and Jensen's Wong's cousin I believe uh she says wishing everyone a Happy Thanksgiving I'm very thankful for to
our amazing AMD extended family friends and fans um and I wanted to call this out because wrist check she's wearing a beautiful Rolex Oyster Perpetual Lisa Happy Thanksgiving to you true technology brother from the technology Brothers yes and it's important because this is our in with Jensen Jensen W found uh founder and CEO
of Nvidia famously doesn't wear watch and but his cousin does and so clearly clearly you know Christmas comes along maybe she gets him something he wears it and the world has changed it's up to you Lisa the power is in your hands I'm very optimistic about it Sam McAllister says poetry camera in action last night at Tate powered by
Claude this is so cool I was so stoked by this so it's a camera that you take a picture of and then that picture is sent to Claude uh and then it writes a poem based on what it sees in the image gadgets Gadget love gadgets yeah the the the this this reminds me of that app that we heard about being built at a
hackathon where you would just speak a sentence into a microphone and then it would generate this like 30 second visual of whatever you said so it was almost like you were hallucinating basically but all of these things where like you take some organic input like a picture or a voice and then it just
generates something absurd y it's just such a fun um such a fun has a receipt printer in there probably very unhealthy we got get that do not but uh just an amazing Gadget and I really hope this is for sale on Instagram and just blow up during the holiday season that's my fears that this was like a hackathon project and it
doesn't actually get productized getal we we we we need more kind of like bootstrap Founders uh making little like AI you a little Gadget like this you could sell 100,000 of them and like you know and and and it's it's it's fascinating because the the person that designed this is clearly not thinking like okay I need to disrupt the iPhone
and so because the the whole problem with like the Humane stuff was like they they they they they understood Apple's Moe and they were going after apple as X Apple by is not good but I have not seen a single thing from Humane in months like what's going on over there yeah well I mean part of it was that when you
got the pin you had to set up a new phone number because they didn't want it tied to your phone at all they wanted to keep it completely off of it because obviously if you integrate it all AI is gonna end up buying maybe um but uh uh this is something where it's it's just like a fun little Gadget and maybe they could
build more gadgets off of it maybe it does turn into a generational company like I'm obviously rooting for them but I just love that it's something unique something that leverages like what's like the tech that's available you couldn't build this years ago and like people would love to buy this it's great y uh let's go to Sarah hes she says uh
me at Thanksgiving telling my family that de defense Tech investment is about to explode and America will bring a new era of Global Peace that will last for thousands of years and it's a picture of uh uh what's that movie Basic Instinct yeah um great great Sarah Sarah understands Aesthetics great aesthetic
and it's it's good because uh we did a Thanksgiving post um and uh you know it was like it was like me at Thanksgiving waiting to tell my family that I was featured on some you know Tech Niche Tech podcast um but uh great way to kind of like reframe it towards what you do like defense investing Sarah at hereticon Founders kept kind of pitching
her these sort of like half-baked defense ideas and she would be like so who's your customer going to be for that and they would like kind of stumble over it and they're she's like well so how's that going to work and then they'd like stumble over it she was just mogging every single time every single time I
heard somebody try to pitch her it was just like very it was like very simple questions but just completely MOG them so if you have an idea in defense Tech and you want to stress test it go talk to Sarah she will either validate what you're doing or MOG you in a gentle kind way it's great um this one controversial Paula writes I'm never
leaving this app and it's a screenshot of some drama between true Ventures that hired Helen Min and Charlie Cher who's calling her out because he claims that um uh she and her husband were blackmailing her him uh but then Sunil pie chimes in and says conveniently left out that you were previously in a
relationship with Helen and I think all of these were deleted but uh five not before 5,000 people like this post I don't even think we should we should probably cut this out yeah it's not really worth talking about uh relationship drama among among VCS that we can leave that to the information yeah I I I think um you know politics
are on the table now the all-in podcast has made politics completely acceptable for VCS to talk about but uh the personal life is tough yeah let's leave that you got to keep that you gotta keep that leave that on Blue Sky Bluey Blue Sky exactly uh Ken says people keep saying we're so back but it's quite obvious we're at a place we've never
been in the history of the country I love this qu from unusual whales saying billionaires Bill Amman Mark Andre and Travis kalanick are reportedly getting involved in Doge you know I read this and I was wondering like is this really that new I feel like the robber barons and the uh the the the oil billionaires
and the railroad Barons like these guys were deeply involved in politics it's Lindy to exert your will Le by leveraging the government yeah but also just I don't know I like the the story you know how Henry Flagler started Miami no like he was rockefeller's business partner on standard oil made a ton of money his wife got sick the doctor said
you got to go to somewhere warm a warmer climate to keep her healthy and so he was like I'm just going to start building railroads South kept building until he hit Florida starts this starts the city of Miami they wanted to call it Flagler because he was like developing everything he was like no no no that's
too too much we'll call it Miami Miami yeah and then and then he kept building and he winded up building like the causeway that's now like really iconic in a bunch of movies the one that connects the Miami Beach yeah no not those as you go further south um and so he was just like this Mano Builder uh and and when I go back and think about
like the power broker Robert Moses like he was deeply involved in the government driving efficiency through like kind of interesting ways um yeah this doesn't feel this doesn't feel entirely new to me but but I do no it's new for us because it's the first time the tech Elite have become deeply but at the same
time like the railroads were the technology of the day oil drilling was the technology of the day gold mining was the made their money and software yeah exactly it's not like you you go back and you're like oh like they didn't have technology they did it was just called like the first Industrial Revolution was like the steam steam
technology like and C it's certainly not the first time Capital allocators have become involved in government you have Nancy Pelosi absolute size Lord uh who's been running it in in DC for a while yeah uh this is great Elon says I was telling Sylvester Stallone that I watched Demolition Man again and how
well it predicted the crazy woke future 30 years ago uh fascinating movie have you seen Demolition Man no it is a fantastic movie uh Sylvester Salone and Wesley Snipes both get they're they're like uh a super grizzled cop and a criminal who get uh Frozen in cryo sleep and then they get thought out like 30
years later and it's like 2025 or something and the technology predict addictions are insane no way self-driving cars are exactly like they are where it's like it's not full self-driving like they's still steering wheels but when you put it in self-driving mode the steering wheel kind of compacts which isn't exactly
what happens but it's like pretty close that it's like level three level four Tesla Wheels yeah it's kind of getting smaller they have this crazy VR stuff where uh Sylvester Salone and Sandra bulock have this like intense romantic experience in VR like very reminiscent of what's going on um there's a whole bunch of other um a a lot of like
fear-mongering around different dietary restrictions they they go to Taco Bell and it's like a five-star restaurant that's like Michelin starred and he's like can I get some salt and they're like salt was banned can I get some seed oils yeah yeah exactly can I get some ketchup and they're like no Sugar's also
been banned and stuff it's very funny uh and they have all these like like anytime he cusses there's just a there's just an AI That's listening and finds him it's like you have been find $100 for saying a bad word and he has to rip off the receipt it's very funny it's great movie it's funny the things that
they got get wrong are diet related because diet Cycles so hard it's like yeah salt and sugar were very bad for two decades and now everybody's like oh actually you should have supplement salt and and like Sugar's actually good in certain cases or whatever um yeah but fantastic movie highly recommend you watch Demolition Man uh levels IO says
30-year loyalty to one brand and it's Mark Andre wearing Ralph luren 30 years ago and then just a few days ago on The Joe Rogan Experience and I love that uh pick a brand grow with it personality make it your whole personality it's great he's done the same thing with watches you know we've seen we we we posted that uh you know a lot of people
were asking us about what watch he was wearing on the on Joe Rogan it was uh Omega yep C Master 300 yeah the James Bond watch yeah um but uh not a fit for an allocator of his size but we we recommended graph diamonds hallucination or or eight of them really but uh it's one of my favorite watches now I get a
kick out of it every time I look at it I I watched an interview with the founder of graph diamonds it's fantastic um but but this is great like he's just CLE one of those things a lot of people in Tech have struggled with personal style because it does take a lot of mental overhead to develop and curate it and
make sure your outfits are working and all that stuff unless you just put on a suit but one of the ways to kind of speedrun it is just to find a brand you really like and and that's that's stylistically consistent like Ralph luren is and then just only buy from that brand and everything's going to work together pretty well don't have to
think about it as much and it's much cooler than being like well I'm just going to wear jeans and a white T-shirt every day exactly yeah uh let's go to Anna mck uh she says Australia has officially become the first country in the world to ban social media use for individuals under the age of 16 the legislation was passed quickly and
without any real opposition on the final day of the Parliamentary year the law will be enforced through digital identification and other unspecified age verification Technologies so this is this ister this is wild uh uh I saw a really funny post from somebody who is like this is what all the Australian kid
all the Australian kids are going to be on LinkedIn now like I just loaded I just cleared another uh two figure day at my lemonade stand like we just LinkedIn not banned I guess L mayal media yeah but it's funny how there you you can't stop the internet right so if fa if if what what's exciting to me about this is it will just create a
bunch of other emergent apps that get created with with hacks of like no this isn't a social media app it's an art app and you can draw and then people are like texting and like drawing and it's like that jenzy founder who does his meetings in COD yeah you know like he's turned Cod into Zoom yeah and so someone
will turn fortnite into social media yeah or Roblox which is already kind of platform yeah it's just it's so funny because I uh I've probably talked about this on the podcast before but I studied abroad in in uh in China yeah we get it bro yeah uh never been back since never will go back again unless unless um G drags
me there himself for for uh dissenting on this podcast but um uh what's so so all Western social media and major technology platforms are banned in China but every single person still uses them right they all use Instagram like they all use YouTube you just get a VPN and like there's always going to be aound so trying to B software products even
networks is just never going to work so good luck Australia I would like to uh they're really making I I have quite a few friends in Australia from surf trips over the years and I think they would all be stoked if we made them uh a state so um put it on the put it on the pipeline yeah the five eyes just make it five new territories
uh let's stay in the East and go to Russia right-wing cope says the Russian Ruble is officially wor worth less than a fortnite v-buck moed oh my god really rough year for Russia I mean it's interesting it doesn't correlate perfectly with the uh the war but you imagine that some sort of sanction caught up to them and now they're
devaluing no I think it I I would imagine that it's more people predicting that the war is going to end we don't talk about geopolitics politics or issues on this podcast but Russia's entire economy is predicated on the war right now and so if the war stops the Val like their economy is just going to go that's like why Putin doesn't have an
incentive to actually end the war is because it's a war-based economy should we be long v-bucks war in the digital world yeah yeah go long v-bucks Ruble it's great Howard kushin uh shares a photo of a Lamborghini URS and says we park our Lambos in the front yard here in paloalto also inconspicuous color
choice and I believe it was uh green uh beautiful car fantastic you know people call it an rsq8 ripoff it's a you know just an Audi with nicer clothes on but we love the sis here we've promoted them in the past and we're happy to see someone we won't San Francisco San Francisco won't truly be back until
every other car is a superar yes and so that is the only metric that entry way into the it's arguably not a superar but it's in a superar price range but whoever owns this is getting a call for the next batch of Lambos when they drop right Y and uh and and it's interesting because driving an USS in Miami is very different than driving in
URS in palto totally uh you're not making a statement in Miami like oh here's another course bro that rent this car exactly crypto person nft guy in Palo Alto you know that this person is standing out totally and not afraid to get uh you know laughed at speaking of standing out we have a promoted post
from Ralph luren Ralph luren is a uh is is a fantastic way to stand out yeah so one of our uh favorite Capital allocators uh Mark Andre has been wearing Ralph Lauren for over three decades and Ralph Len says today a night of giving back at our Milan viela Spa flagship store visitors to Ralph Loren's Flagship will have the opportunity to
make a donation to an Italian foundation called the airc and dedicate a personalized star ornament that will be featured on Ralph Loren's Giving Tree hashtag RL holiday uh so anyways this store looks fantastic uh any technology Brothers out there hopefully you can go get a chance to visit um what a what a celebration of the season and thank you
to RL for keeping uh Capital allocators looking sharp for three decades uh in a row and no signs of slowing down there I I have to interrupt the show for a real quick announcement uh I have a uh a fraud account that's impersonating me on a goes by Jess cougan if you are contacted by this account please report and block
it's very annoying uh this this impersonator is messaging basically everyone um with the cringiest copy ever and I'll read it I'm cougan from Founders fund our firm specializes in investing in and Advising groundbreaking initiatives facilitating strategic connections with key opinion leaders kol's to fuel growth our current
portfolio includes poly Market open AI gecko Robotics and emerald Cloud lab all seeking collaborative opportunities with influential experts we believe your expertise would be a valuable asset so if you get this DM please uh troll them as best as you can send them something funny screenshot it send it to me report
no here's a challenge for all the listeners get the scammer to invest in your Venture fund yes get them to invest in your rolling fund that is the challenge scam scam them scam them no don't scam them try to drive some returns if they see turn them turn their life turn them turn turn their life around they're probably down in their
luck that's why they've turned to Life Of Crime yep make them some money make them some money they got 10 bucks if you can get 10 bucks out of them turn it into a thousand there you go get 100 exra there you go good challenge uh Faraz on the show before uh from giant step says don't just buy someone else's
used jet or yacht or Supercar commission your own build have to agree with this one I don't want someone else's old boat hard agree quoting Tristan Tate let's go yeah so love to see uh Faraz you know quoting quote quote tweeting uh in many wayg one owner he's an amg1 owner he doesn't want to drive you know he doesn't want to live in your old boat or
or fly your old plane yeah uh talk about you know fantastic Capital allocator multiple we had a post recently he replied that with with a list of all his biggest liquidity events quite the track record he even put a picture of a bunch of cash which presumably was was from one of those deals um so anyways this is
the right attitude commission your own boat um you know talk to talk to your gostream rep um get your get something bespoke made uh you won't regret it fantastic uh Nathan's been on the show before uh he says 12 hours in counting oh we actually already covered this one the GDP to grow here we can skip this uh
very very silly let's move on to something else let's move through oh this is an interesting conspiracy theory bone GPT says Greg brockman's sabatical lines up with how long it takes to get a top secret clearance similar timing as the nakasone hire and several defections been a hell of a year for open AI Sam's
been asking for regulatory capture these are the moves to engineer it and I think this is it got a likes Everyone likes this Theory but it's very silly because like people don't take sabatical to get top secret clearances like Elon is building rockets that go all over I need to take the the I don't buy it take it
off um it's like we we would be hearing about oh yeah this defense Tech founder got a programmer record and then the founder had to take six months off like you've never heard that before what is this six month it's like it's like maybe it takes six months like and how much of a black pill would it be on our on our on our intelligence agency andig
Community if it was like oh yeah anytime someone needs to get security C they have to take six months off for their job like that would be so stupid all I will say is bone uh keep posting but add one of these to your profile picture please because as long as you're ripping these nice try but I don't buy add some
add some tin foil it's not that he couldn't get top secret clearance I I think a lot of tech people should have clearance like I'm I'm all in favor of that but this is uh very silly to to assume that it lines up and play some like date it's a numerology in this case and I'm not buying it uh will ye over at ramp says the truth is that claude's
branding is horrendously mogged by Chad gbt's branding Claude as a name is an obvious and failed attempt at making AI sound humanlike it is virtue signaling friendliness and approachability the sarant brown low contrast color Scream the scribble logo fake and dishonest and everyone subconsciously knows it by in contrast gbt is No Nonsense it's clearly
a tool and open AI leans into it black and white simple sander font everyone is using chat gbt claw to cheat on their homework or generate some SQL no one is here to chill or vibe in whatever if I need to drill a hole I'm reaching for a drill called DeWalt 20vt MAX cordless I'm not reaching for a drill named named
Charles that looks like a mid-century modern living room oh I don't even think we need to respond to that the only thing is yeah he didn't say this directly but Claude is a French name yep and being French is inherently unamerican yeah so chat GPT though sounds very it's very SF coded you know which is which is bullish yeah I mean
it's but we like both we like both great great product goes goes back and forth sometimes they're winning sometimes no but a lot of their a lot of their out of home camp claud's out of home campaigns like they've clearly been trying to spend a lot of money to break through and yeah the tech Twitter CU like the
developers respect them for sure totally like tech people get it I think a lot of people are using it more than open the average person is not eval driven they're not like oh this one scored two points higher on mlu I but but cla's strategy has been hey let's buy like these huge you know Billboards and all these things and a lot of their ads have
just been falling very very flat for me yep yep yep it's not it's just not breaking through I don't know we'll solve it on the next podcast uh let's go to ARB he says uh selling a course is the male version of only fans 11k likes it's funny I somebody else posted today what is the male equivalent of only fans
is an investment newsletter yeah and and that's like pretty uh accurate as well but I don't know I think we need to go and get the data I bet you there's a lot of male I bet a lot of the people on only fans are men yeah right it's not a gendered platform um even though the real question is what is our course
going to be yeah yeah selling secondary selling secondary yeah that's right and uh and style guides uh a watch buyers guide do we have a promoted post promoted post from our friends at duPont Registry today we have a beautifully speced Ford GT carbon series presented in night Miss blue they even added a little devil Emoji very cool uh very
internet native of duPont Registry to to add that uh but anyways if you want a true American super car the Ford GT is the obvious car to get I think this is your personal pipeline some point next year um and and and and honestly like this this to me is this is by far this is the only American superar that I
truly cannot wait to own sure sure um and this is a fantastic example we should probably dial in to TJ Parker at some point and get his opinion on the on the Ford GT but yeah yeah we need to narrow him down he's too much into these Porsches we got to get him okay for the American dynamist investor what's he he
got to narrow down TJ he's going to squirm he's gonna there's nothing like he absolutely dunked on he dunked on Miatas yeah there's nothing like a 1940s Porsche that goes two miles an [Music] hour no Resto mods noo mods TJ we we kind of need to issue a correction we highlighted um the Amy Leon door collab
he said it was mid he gave it a zero out of 10 it a zero out of 10 he rested us no points on the scoreboard at all but uh yeah stick to the class I I he made some great recommendations in that thread you can go look him up and pick something up uh let's go to Emily is in SF she says we need to make space for exited Founders to call out
the VCS who wrong them there are so many repeat offenders that new Founders don't know about but once Founders get liquid they act like it's water under the bridge and the cycle continues well it is water under the bridge if you're rich who cares if somebody wronged you if you came out on top if you can MOG them and
you know it's a it's an ative game it's a repeat game you know the the the VC who who screwed you over if you did have a great liquidity event probably got fired and that firm is probably still chugging along with a new partner there in the a lot of turnover recently yeah so I don't know do we need do we need exited Founders to call out VCS more I
think back channels do the work in many ways they do I don't think it's there's so much nuance and like different situations and stuff like that like yeah I don't think it's worth it it always reflects poorly on the person saying it to go out and publicly the only example of this is like is is Palmer you know repeatedly um
ratioing Jason not an investor though not not an investor but again it's like I it doesn't reflect to me it doesn't reflect poorly on Palmer when he does that because Jason's like continues to instigate it yeah yeah um but uh yeah just Palmer never starts it I just think this is why like Founders just just do
go to go to a VC's portfolio page message all if you're if you're exploring signing a term sheet with somebody and and it didn't come from a quality necessarily like a quality intro do five six 7 10 follow the Graham Duncan method take 10 message refence calls and the main the main thing is only do this if you actually are really
exploring a partnership because I've had this weird thing where uh uh probably like 10 times Founders have reached out to to me and been like hey what do you think about this fund oh yeah and I'm like meaningless but but and they want an intro to the fun and I'm like what are you doing dude like I'm not like go
have a conversation with them and if you're going to explore sure like don't use that as a way to start a conversation so that I intro you yeah like I'll intro you if it makes sense but don't try to reference check don't try to reference check a VC before you're in an active conversation totally bad Lu yeah I I was more reflecting on
the fact that like the like the the distribution of personalities within every fund is like crazy so reference checking an entire fund is like impossible totally um and uh yeah I mean the other things is that I I just think like like the water under the bridge thing like a lot of these if you had a
bad experience it can just become a formative experience that you learned from like oh you got yelled at but you learned how to turn down the volume on the phone so that it didn't matter and now you're stronger and it's like yeah I got kind of I I got kind of beat up at the gym that day but now I'm be I'm a
beast and I'm ready for the next one yep I'm G to yell back even louder been working on my V of voice went to a vocal trainer a voice coach boom boom I'm the one that yell you now uh Josh Kaplan says every moment in business happens only once the next great podcast won't be like all in and he attributes it to Peter teal which I don't think is real
but it's very funny this is the thing where he just I think he was replying to you with that I don't know it's just it's just funny um oh great reply we're going to we're going to we we might put this in our in our partner partnership deck so actually give that to me pass this is great thank you Josh it it might
not look like Allin but it will certainly look like technology Brothers yeah I mean I think that there is something something real there about like don't just copy the format that you see that worked like it's just not it's the it's already been saturated like doing a right now doing a biographies Focus one when there's senra anded
you're not going to get at them you just have to find the white copying you know invest like the best going to be really challenging too you need to find your own lane and focus and Macy show for Tech Personnel news now that that's a winning strateg so figure out how to remix stuff I mean there's so many Innovative media formats
out there if you look at what's happening in like gaming and like kids and streaming and stuff yeah there's still not a single Tech streamer no one's figured that out um massive Whit space if you Do It um praying for exit it's been on the show before says wait till this guy finds out about Jane Street and Citadel and it's a screenshot
of a CS major asking I want money all I want is money I love it uh yeah probably will wind up at uh Jane Streeter Citadel that's the that's the place there's a UFC fighter whose nickname now is money moano okay and he was relatively unknown and he started winning fights and after he would win he would just get on the
mic and be like d I want money give me money and so now this is the same guy that was quoting the fr the French Revolution post interview that guy's a total Legend So anyways if you want money go and ask for it close mouths don't get fed go interview at Citadel or Jane Street tell them you're here because you want to
make as much money as possible tell them the technology Brothers sent tell them the technology Brothers sent you yeah I mean you can also go to early stage startup or something there's a bunch of different ways you know uh if you're in college just raise like a $400 million fund you'll be good off that start a
podcast raise a $400 million fund there you go uh let's go back to Sarah has she says wow really all the girls that talk to you are CCP spies you must be building something really important and there a picture of Anne Hathaway being like Oh yeah it's funny did you see the CCP spies meme yeah which is which has been going on for a while but but it hit
like a fever pitch fever pitch yeah we need to we need to create a we need to create a leaderboard of memes and just like the power ranking I think Jason Len has that and he put this in there and was and other people were using this image as like a meme no but I just mean more like high level like not the name
itself CP we do like kind of like a UFC style like pound-for-pound list but it is it is like so cringe how how it became very trendy to be like Oh I'm building something so important that like when I go to a startup happy hour for my seed Stage Company like China wants to spy on me and Sean ping has to know what I'm doing and it's like
probably not bro probably not yeah your your your gbt rapper is not that important yet also like yeah um also you really shouldn't be worried about CCP spies uh it's cringe to accuse every Chinese woman you meet of being a CCP spy you should be worried about your Canadian bro friends yeah they're from a
communist country they blend in they're right at the border these are the guys you got to worry about so cut off all your Canadian friends all your male Canadian friends they got to go except if they're Capital allocators living in New York yeah okay G but the rest of them risky risky but um no I I do think though that it was like so so Ai and
defense Tech probably the two hottest spaces right now outside of like energy and some some other few other categories but those were the first two times in a while where I felt like there was this real sense of oh you have to totally rethink thiser or yeah you should should talk about what you're doing a lot less
you certainly shouldn't be building in public with your defense tech company or yeah or even like there there is an argument of like if you're working on some super Frontier technology and AI yeah maybe you shouldn't open source it all right away but that doesn't mean we need full regulatory capture right and there's like nuance and there's balance
yeah there just as such a difference if you just look at like the priority stack for the CCP spy like agenda like it's got to be just like get into Oracle and just get all the data at every fore 500 company or whatever or like get into like they they they they hacked like the uh the depart the ocp you hear about the
ocp hack uh they got like uh you know personally identifi information on like every single government employee a dream for Doge really doing Doge's work ahead of schedule um just ask seion ping uh who should we fire um but uh yeah uh I not there was also there was also a bunch is the target there was a bunch of
like blustering on acts about potential investors that that could be foreign agents and you push back on that hard and you were like all this anything that's in a deck now is publicly available usually within a year yeah and it's not even any and again the thing about startups is the reason that it's
so bearish when a Founder says to you oh can you sign my NDA before you look at my deck is because as a Founder for 99.9% of businesses you should be able to tell somebody your exact plan step by step every single thing you're going to do how you're going to acquire customers and all this stuff and you should still
be better at doing that and you deserve to win only only almost only if you can tell the whole world what you're doing so don't like at the same time I think it's very bad to go build in public and and post screen like you are if you're building in public you're inviting you're you're casting a really wide net
for potential competitors but in private you should be able to tell people what you're doing without this risk of oh if I tell somebody they're going to you know go home that night and and launch my company on stripe Atlas and be competing with me you know it just takes so much to actually make something happen yeah it was also just this idea
of like the CCP spies going to cocktail party specifically because the conversation at cocktail parties isn't anywhere near as valuable is just hacking into a company and stealing the IP which is something that China's clearly doing it just takes the form of cyber security and you never see this person around or if you do it's like
somebody who's working at your company and like putting everything on a flash drive so you just need better it it's not really that if you tell someone like oh yeah I'm building a you know group three ISR drone with you know industrial capabilties launch codes are on my nightstand yeah I saw that one that was
good uh gota has been on the show before says the two Horsemen the American dream and it's the uh Herman Miller chair and the Ames recliner right Herman Miller Herman Miller owns the oh they own both I think they own both um yeah it's like the work chair and then the relaxing chair I I the Horsemen of the Apocalypse thing I don't
really get the analogy here um it's just like this is this is what people for is I so so my my uh my office setup is like right now one Herman Miller chair and I'm adding the recliner as well because I want those are my two states of work basically reading information and at in front of my monitor you know doing you
know zooms or whatever so I think it's very accurate those are the only two chairs you need to create a billion dollars of Enterprise Value love it uh elano Unice says in today's New York Times paler Tech is partnering with cirk sport for um these pickle ball paddles he actually gave me two pickle ball
paddles Which we'll put on the set that are paler branded perfect and says Selkirk is leveraging paler self-service AI technology to outperform the competition uh I mean huge Commercial Business like everyone still thinks that paler is like just purely Government Contracting but they have a huge commercial side yeah yeah we should ask
for Palante or tennis rackets too I don't I don't necessarily support or endorse pickle ball um but I support paler and I support American innovation so ELO great I worked out with him on Monday put in the until they can get the tennis rackets sent out yeah um but yeah he's been crushing it he has a whole
paler merch store you can go buy shirts and hats and he's got an army of retail Traders United behind him huge huge huge Reddit huge there's whole YouTube channels about the paler stock and they're having a good year they're having a good year going to be a happy holiday yeah pal is now the biggest defense company in the world they they
flipped rathon finally crazy 150 billion company live laugh pound have a promoted post promoted post uh from our friends at Tiffany and Co and it couldn't be more timely technology Brothers out there men and women uh Tiffany is a fantastic place to go shopping for your loved ones this holiday season today
they are saying making hearts beat faster since 1837 the iconic Tiffany blue box is reimagined by 24 talented illustrators through the month of December and they have some great illustrations here one of the most some of the most iconic packaging of all time Tiffany box um uh can't can't say enough good things about
it speaks of the value of just doubling down on a color doubling down on a color own a color owning it forever yeah the the the Tiffany uh blue Nautilus is is fantastic um and uh anyways you know whatever you're thinking of getting your loved ones for the you know this holiday season they'd probably rather have
something from Tiffany than whatever you're thinking pop by the store and tell your sales associate the techn brother sent you and uh speaking of uh the holidays we have a gift guide the 2024 gift guide for the tech right from the foundation for American innovation Fai I spoke at their conference recently they gave out Lucy Breakers to everyone
that attended there and uh we are included in this as well they They are promoting our product as as a a potential gift gift product a giftable product for uh someone in TCT which I love uh and uh so we highly encourage you to go check out fa one of the only ways that you can gift locking in oh yeah you know cuz most gifts are a
distraction it's like oh I got this new sweater yeah what am I going to do with this oh I got this new you know pan something like that so yeah no it's great I appreciate them uh let's go back to signal signal says most people wish they had more and more time away from work but in reality they'd waste it or
do something stupid like train for a marathon or Worse play pickle ball there we go there's the go pickle ball slander we support pickle ball slander uh we do not play pickle ball on this show well I'll take the other side of this I so I don't play a lot of pickle ball I played once but incredible incredible story of asset
utilization totally because if you run a country club and you have four tennis courts you can subdivide a single tennis court into four pickle ball courts and so you're just getting four times the amount of people in four times the revenue higher margins same capex it's genius so my favorite one of my favorite stories of capital incineration from the
last two years is people like two years ago you started getting pitched pickle ball teams it's like oh we got this crazy opportunity we got the Austin uh the Austin Dolphins pickle ball team they got one of these new slots in the Pro pickle ball league and it's like have I kept asking the people that would pitch me this uh have you
ever watched a single minute of pickle ball and they're like no I'm like so why is this going to be like a high performing asset said they're like well pickle ball is like the fastest growing sport in the United States and I'm like yeah but but where's the EV and in a team like nobody watches you see it on M
ESPN and you're like this is a joke yeah it's hard to see like highlights even I I feel like I don't even see that many viral highlights yeah I see more viral highlights from like the fighting sports like totally car Jitsu where they're fighting or the bear uh the the the the Jiu-Jitsu in suits that's viral and
amazing there's all these different slap boxing stuff there's so many rather see any combat sport even well Combat Sports are much more viral and you're and in order to really break out you have to have some sort of viral mechanism for growth so the question is like how do they solve that with pickle ball yeah make it full contact obviously even bad
mitton is is exponentially more fun to watch because it's so high speed they should make it like hockey where you can drop the pickle ball paddle and just spuk it out fight yeah I think that'd be good yeah yeah if if if pickle ball players had UFC style yeah gloves on what like for should have like a quick
release net and if something triggers it just drops the net everyone drops and they just start yeah yeah 4 o gloves just CRA people anyways signal acquire pickle ball professional pickle ball and turn it into a fight sport there you go that is your task uh Jeremy gfin says uh a material part of compensation for a lot of people is just being given
something as opposed to nothing to do with their time yeah I think this is real I think you can if you if you youve ever taken a vacation and usually so you arrive there check into the hotel you have a nice night the next day is great and the day after you're like all right what are we really doing here I've got this book
that I could have been reading at home and we're just eating and just consuming stuff and not and and then you realize okay a huge part of well-being as a human is just doing things and being productive and the more you produce generally the better you feel and the more you consume the worst you feel Y
and so creating an environment where people are only consuming everybody's going to be really unhappy so sense that is why and and maybe that's like American that's just very part of American culture but I think it's probably pretty broadly applicable across that's why it's so important to vacation at places like a man y because
you strike up a conversation on day two someone else is capital allocator you start having dealers soon XL comes out you're building models and you're back in the grind yep uh the week's going to fly by fly creatine cycle says technology Brothers will happily leak production secrets to a petite Chinese spy just for
a chance to say orthogonal to the woman at the SF party and we thought this was slander but then we realized we are technology Brothers we are the technology Brothers podcast but when you post about us please use capital T capital B and put the TM after it have a little class um and so he's talking about tech Bros gener and we've already
discussed this we kind of disagree with uh this uh with this idea but uh it's good to get the message out just let everyone know be careful out there what you're building is important and uh don't leak any production Secrets yep do not let's go to Sean Maguire he says the incoming Trump admin is working 16-hour
days six days per week and Elon chimes in saying it's actually seven days a week I love this I mean he's taking the Frank slotman approach from snow place snowflake you're just always always setting the pace you know if your team thinks they're working hard show them they can work harder yep what was uh Frank book called oh it so good I
forget it um but we should review that at some point um what was it called I can't I'm blanking on it but yeah I mean whether you like Trump or not like it's good to have people in the government working hard better than not working at all first time in a while better than not uh fake jobs but yeah it'll be
interesting to see what comes out of the the the the admin I mean we're still so so early like I guess they're working mostly on like nominations and just picking people I think they have to hire like thousands of people in like a very short amount of time so more new that's that's that's what I think people is
kind of under discusted is you have this new Administration and then you're sprinting and of course you're going to hire a bunch of make a bunch of bad hires if a startup had to hire a thousand people in three months you would make I would imagine you know I don't actually know what like great sort of like hiring success rate looks like I
would imagine if nine out of 10 people you hire turn out to be great that's pretty good y uh but if you're trying to hire a thousand people in three months the failure rate is probably going to be 20 30 40% even of just like people that you didn't have you know Trump admin's been getting to know a lot of those people they obviously have the
experience from 2016 to 2020 but it's still you know you're having to kind of date really quickly and it's really hard to recruit people too I mean a lot of people have been in the admin and they now they want to make money in private in the private sector and so you do a whole new pitch to convince them to come
over totally but a lot of momentum uh follow up from a deep dive we did on previous episode Antonio Brown is following up about pirate wies reporting and Shane copelan founder of poly Market he says I posted something sent by the Ki team about the poly Market Creator I didn't do research on it and honestly
didn't even know what I was posting when I posted it I was doing other business with Ki and just tweeted it I want to say sorry to Shane copelan as I know he's been getting a lot of some things you're sent you don't understand them or the weight didn't even look into it just did it never a wrong time to do the right thing Shane's a good guy what
a comeback story I love it I I I love seeing a Ab do the right thing and just own up to it it clearly when you looked at the original text thread he clearly wasn't putting a ton of thought into it he was just like okay sounds cool I mean it was a funny his thing was a funny post it him with Tim Walls Tim Walls
does look guilty of something I don't know what it is yeah yeah um so anyways I I love see yeah it's funny a a Ab is having the most beautiful post aete Arc of of pretty much any anyone outside of Pat McAfee yeah also just like a master class in like apologizing from like a really really bad Scandal like really
really bad like the pirate wires article we read was what made him look really really bad scathing and uh and he just well I I would argue it made call she look a lot worse true true true but still it's like you know just quickly owning up clearly this didn't go through some committee there's no crisis PR firm
behind this he's just reading the room and just understands the vibe and understands you know what's going on and can just address it potential brother of the week it's okay to mess up you got to say sorry master master Communicator there uh s for Satoshi says the first production truffle one unit has been produced this is exciting do you know
about this company yeah so I I think we talked about this um on Saturday but uh got a chance to meet uh s for Satoshi last week in uh here in La he moved down from the bay he felt like it was too much of an echo chamber up there and and they're building basically these like personal gpus that you can put on your
your um right on your desk and run uh run their model like locally nothing Cloud nothing touching the cloud so they're going to be selling into some of the like Reddit like llama community and and let's say you're um you know an investor or an allocator and you want to be able to like um not feed uh open AI all of your
proprietary data this is going to be an awesome solution for that and I just like I like they're pushing the form fact form factor forward it feels like this something out of like a psychedelic jungle like it's just like sitting there like glowing like it's just it's cool their Aesthetics and visuals are awesome
and um and uh world class poster love them or hate him uh you can't ignore them that's true that's true yeah George hos has a similar project with the uh the Tiny Box have you seen this it's it's it's a it's a custom made computer it's like 10 grand maybe 20 grand and it can run like the bigger models locally but it's the same thesis like you want
to run you you want to have an AI in your home that you can interact with in any scenario and I I that's the real second brand yeah I love that even for like Doomsday prepping like if you have this thing in your bunker and all you need is just power somehow so you could have solar panels you could have just a
bunch of batteries nuclear small nuclear reactor uh even just a gas generator and you have access to the entire memory of humanity totally so you can just ask it any question tell me a story and it's just going to have everything like the lm's incredible compression engines they just store I compared it I compared it
uh the the Truffle one is going to be I forget I think it's going to be like a few grand roughly but I compared it to almost like the the whole like Arduino movement you remember like I I remember growing up my dad was was is like would use arduinos like in some of his um High School classes that he would teach so
he'd always have them at home just kind of like running and they'd have their little lights and whatever um so I think it's kind of like the evolution of that in many ways um another promoted post you know I love uh promoting uh the world's greatest car manufacturers and we actually have a promoted post today from Bentley Motors at Bentley Motors
they say Artistry that commands the road start something powerful hasht Bentley hashtag Continental D GT hash Muller this is uh the Continental GT speed is the if I didn't drive a turbos I would drive a Continental GT speed uh it's they're they're showing one of the GTS here but um the most beautiful Timeless
car performant silent uh it's it's lower it's lower key much lower key than it rolls but gives you similar levels of of comfort and um yeah this one um this one's just beautiful it is a hybrid so that might piss off some of our audience but um they do it right and um thank you to Bentley for uh making the world a more beautiful place yeah it's a
step up from an S-Class something a little bit different yeah um yeah we want to see more of these Street parked in SF Absolut that'll be a sign that that things are really turning so absolutely thank you to head to your local Bentley dealership and tell them the technology Brothers sent you let's go to Josh Browder he says I witnessed
Bill Browder receive his Knighthood from Princess Anne at Buckingham Palace yesterday the royal family work on Thanksgiving and I'm so proud and thankful that's amazing do you know the story this is this is Brother Behavior right here to the Max uh you know I I what is it called what's the book called
red red notice red notice such a great book think I read it maybe in in high school and and figuring out the connection between Josh and his dad was like crazy because like they're both clear like Geniuses like their own in their owns and um not afraid to in many ways JH doing do not pay and using it to saying like power back to the people
like let's let anybody just like fight back against the system using technology yeah is just like totally different like he's carved out a totally different Lane than his dad which was like trying to take down the oligarchs well that's the crazy thing about the red notice book is that you open it up and you're like oh
this would be a cool story about like a hedge fun guy who's like going to Russia deals and that's what the first part of the book is and then his business partner magnitsky gets thrown in jail and dies spoiler alert I guess but it's a fantastic book you should still read it um and and then he spends the last
half of the book like campaigning to basically get revenge and like you know you know like retribution for what happened and then the passes the magnitsky ACT which like literally changed the order and the relationship between the US and Russia it's crazy yeah he kind of mogged the oligarchs totally yeah yeah they all had a
terrible time after that it was rough there were all these asset seizures it crazy he really really went to went to battle um let's do Kevin qua Kevin qua says how did stripe and Shopify get into this Red Queen Race over making the most Hardware looking digital tracker for Black Friday sales someone someone will
one day write a nature paper on something something bird mating plumage and engineer hiring one day UI did you see the uh the over-the-top digital tracker for Black Friday sales from either of these companies I did see both of them and I saw I think Connor uh Connor McDonald who were having dinner with tonight um technology brother and
CMO of Ridge he was joking and he was like all I want Shopify made this like extravagant device they put it on the uh the the sphere thehere yeah yeah sorry stripe made the device they put it on the sphere like all I want is that compares this this year's Black Friday Cyber Monday to last year's and a single dashbo that's
all I want and he's like you put it on the you put it on the sphere just give me this like simple update to the dashboard um and uh yeah I think this is I mean this is top of funnel marketing this is this is marketing is marketing because you see the Black Friday tracker and you're like I should have a Shopify
store or a stripe store or something because clearly there's a lot of people making money today yeah um and and it's it's cool it's a good Flex it's a good like exploration territory for UI and development and I think it's fun probably acts as a it's kind of like that chesky thing about how you know Steve Jobs has like the annual keynote
speeches and then chesky adopted that like if you're in deeply entrenched in e-commerce like having Black Friday as a drum beat every year we got to step it up in Black Friday it's kind of it really is it it really is poorly timed with the holidays though because I don't know we we exper you know we launched
rora like about two weeks ago at this point and so like we launched because we were trying to launch as fast as was reasonbly possible but at the same time going right into every if you've ever been close with somebody with that's deeply entrenched in e-commerce for like Thanksgiving is not an enjoyable holiday
because it's the most intense two like potentially six you know three month of prep up until that point Thanksgiving happens and then you have like two hours until the big stting the biggest where you're going to hit the year's records for the next four days potentially and so it's the most critical time it's it's a it's it's a super high stress time
because if an ad goes Haywire or a button is broken on the site or a code stops working you can literally lose a 100 Grand in an hour Y and it's not uncommon for one employee to lose their their company like their entire annual salary wow in an hour just because they something up so the stakes are so high and it's very American that we go
from a day of family and gratitude straight into the into four days of the most ex excessive Commerce and spending great and then okay now we're going to go back to at least at least Christmas time is usually as soon I think it's like December 17th is a lot of Brands stop telling people that they can fill
fulfill Christmas orders and so at least they get Christmas and the new year to kind of like relax but then if you're a brand in in health uh at all then it's back like day one in January new year new year like full Full Tilt so it's interesting because i' I've been doing Shopify stores and e-commerce for almost
15 years now and never really had a Black Friday push because it's always been cpg yeah and so it's not a gifted product we've done gift stuff but it's never like a driver but I talked to the guy who ran Pebble the Smartwatch company and he was like 90% of our Revenue comes in Q4 because it's a gifted product yeah and so they have to
do all their inventory forecast based on that it's it's a brutal business because if you get the projection wrong you have too much inventory then you have to liquidate it it's like really really hard as opposed to just thinking like okay like every month will be kind of like the last month when you're selling
like a food product or whatever totally uh let's go to the peel pod Turner Novac podcast he said no pod no new podcast this week listen to Tech Bros pod instead thank you you Turner for giving us a shout out and we would recommend this to anyone who has a podcast where they maybe don't have the dedication to put up the the numbers just send them
our way yeah if you if you um if you are going to miss a recording one week let us uh know we will produce a dedicated episode for your listeners yeah where we will impersonate you for an hour and a half that's in your format that's actually a great way to grow you know about feed drops on podcasts yeah so so
it's like you you'll do a swap I think um Founders podcast did this with invest like the best RSS feed everyone hey to you know you're going to be hearing from another podcast check it out hope you like it here's the strategy though in in in Venture there's a lot of dead podcasts right there's a lot of podcasts that hit you know maybe
they record 10 episodes and then the the 11th takes a while to come out and the and the 12th just never comes at all so we should go acquire all those old RSS feeds and just roll them up old RSS feed reach out to us we will AC we will acquire it like we're like the tin we're like the tiny of of RSS feeds send us
your list more like special situations though we'll make you an offer in 24 hours it'll be a fair offer it's not going to be the the the highest price that you might get if you ran a full process but we'll get you an offer in 24 hours we'll make it easy and uh you can get a nice little liquidity event on our behalf yeah uh let's go to Eric Gman the
founder of ramp CEO he says get rich young man for money is power and power ought to be in the hands of good people I say you have no right to be poor this was very popular in 1915 but it's best kept to yourself in 2015 interesting and I think he almost posted this because it feels like that's actually no longer the case it's I mean
yeah I think this is this is being proud of your success is is Bec a little bit more normalized now yeah but it's not just that it's the good people specifically totally it's like it's like if the capital goes into hands of people with bad morals or bad yeah ideals like you will see bad outcomes
yeah um but if it's in the hands yeah and there's this idea of people that have this sort of nihilistic View and they're like oh the world's such a up place I'm not even going to try or or I don't want to participate in the system that's that's so bad but if that's the ca if if you really believe that's the case one if you want to
change the world one way to do that is accumulate some amount of power influence and money uh certainly helps with those things so y um succeed young men and women yeah I mean I also say that there's a moral obligation because so many rich people spend their money so poorly you got to get if you have good
taste you got to get rich so you can class it up class it up yeah more closing dinners on Yachts uh let's go to this uh post that has one one like I think it's probably a reply to us says sailor has pr.com bubble brother Behavior a champion and it's a quote from an article in 1996 Michael sailor is an intense guy on weekends friends
say Washington's 1996 high-tech entrepreneur of the year has taken a date to the office handed her a book and asked her to read all day while he works a couple of years ago sailor flipped his red Toyota sports car several times in an icy Highway escaped with cuts and bruises several several several times
and headed back to his job Dupont company Executives recall for fun sailor himself says he reads 2in Toms on the history of Western Civilization after he gets home from work at midnight wow God true bubble brother right here true bubble brother Wow Bubble brother thanks for sharing that I would never have found this I love this I love archival I
respect there's two kinds of behavior that I respect somebody that hit uh a local top for their company in the dotc bubble and runs it back up 20 years later and achieves a new all-time high yeah in the in whatever the 2020s bubble that we're in is uh and then somebody that can flip their car multiple times
on a single drive and still make it home is also fantastic so shout out to all the bubble Brothers out there that's great are we even into the the latest yeah we are we are uh Paula who I I believe we covered earlier in the show says I subscribed to the information just so I could read this specific
article and uh and it's a quote by Mark Andre's uh wife who says she calls her husband's giant bald head my egg amazing wild that she went on the record with that it's great my Dune my arus in in in the 1952 presidential election Richard Nixon's opponent adlay Stevenson II whose bald head was similarly shaped was dubbed an egghead
by Republicans for being a nerd interesting I just don't think it's a I don't think it's a dis anymore like I don't think you can say hey you you look like Humpty it's more like you look like your brain is bigger than mine and I'm threatened by it well the the the the famous image has been photoshopped so
many times that no one knows the yeah exactly oral it's been so deep fried years like now we're we're we're looking at an archive version of the the the Facebook red book in 10 years it'll be like the archive like copy of Mark Andre's the iconic Eggman image and he's wearing an Omega I love it uh Jesse Powell says uh POV you are staying in a
$1,000 a night Airbnb and it's a picture of Amazon Basics um polyester sheets I guess uh yeah I mean the there's a lot of Airbnb Hustlers who have figured out that profit maximization happens when you reduce your cogs and reduce your capex I I I I love Airbnb as a business and I have some good experiences in
Airbnb I do not use Airbnb under any circumstances anymore like I I just don't I I uh I mean it was great when I was starting my first company and we needed like a big place for a bunch of people who are coming into town that's affordable that's way cheaper than buying a bunch of hotel rooms totally totally um I think it's actually best
suited for startup offsites basically at this point because it's like yeah you don't expect your but if but for me taking a holiday with friends or family I don't want to stay in I don't want to St in an Airbnb where the quality is just so variable and the average host is running it as a business and that's why that
that created space for wander though to come out wander really standardizes like the experience there there are a few options I I I know some people that do longer term airbnbs and at that point it's like okay on day one just order the sheets that you want to use like yeah if you're going to be there for two months
because you're you know some sort of NAD like just make it your own and yeah two months in a hotel is maybe going to be a little crazy compared to some longterm get some if you're going to be there for a couple months Egyptian cotton yes maybe go on um italic.com you can get some offbrand um yeah it's good uh let's
go to NAS Jack says the current state of futurism and uh posts an image from futurism the blog and says Elon musk's plan for a city on Mars will likely end in horrifying Mass death wow one this so so I also saw another screenshots from futurism and there's like four four deeply negative articles on what is the inevitable
future yeah and it and and this is just like another example of the collapse of mainstream media is hey I guess we just have to be negative on anything to get any type of attention yeah well what it is is that they're going for lowest common denominator yeah they're going for broad clicks because they don't have
particularly well-targeted ads they're not doing ads for pect let's be honest yeah and so they they they need to be negative because that's what will spread if it bleeds it leads like negative news travels faster gets more clear so funny to catastroph catastrophize something that is like years away 100 years out oh something
bad could happen in the future I guess I guess that's like how humans have always thought right like but um have a little have a little positivity yeah it's great let's go to near says in a world of AI agents the age of the engineer is over the time of the idea guy has come it's a picture of the Orcs from Lord the Rings very derogatory towards idea guys
yeah I resonate with that that's kind of sometimes I wake up in the morning and I feel like that it's true I was like I was looking through my my chat GPT uh logs and I was like other people just wouldn't think to search this stuff like anyone could get these results but only I could think to ask them yeah it's true
so the best part is if you I think I think near probably replied with this but um uh somebody actually animated it using some model to have to be like a whole like scene um and replied with it so that's great um yeah I mean ideas are underrated personal connections are underrated in the age of AI like rote memorization is clearly over the way
yeah um let's go to roit remembering the best product launch of all time and it's Sam Alman announcing the launch of chat GPT he just tweeted it out today we launched chat gbt try talking with it here chat. open.com on the 30th of November 20122 so over it's been two years but my favorite part of this he had a typo oh
he did I don't somewhere in the thread I think he like made a mistake and was like oops maybe maybe it didn't get printed out maybe but he was like oops sorry meant this and and and that's the greatest product launch of all time they get to 100 million users in two months and now it's the fastest product that
went fully into the mainstream and I don't know how long so anyway do you remember the buzz around this beforehand like what specifically so before he publicly launched chat GPT um Sam was doing these like monstrous fundraising like pitches where it'd be like him and every investor in the valley on the same call yeah not doing like individual it
was just like join this webinar basically if you want to be in and and uh and would just like there was an information article where uh I think one of the funds asked like what companies should we invest in and they were like really impressed with the results because it like analyzed a portfolio and came up with some ideas and it was just
like blowing everyone's mind because no one had ever interacted with an llm like this and and then and then as soon as it launched it was like Sensational and and can you believe that it was only was it a year ago that the Microsoft round happened and Microsoft bought like no the Microsoft round happened before chat
PT like well before Microsoft no no I know they invested early but there was the one where it was like 10 on 20 uh yeah 27 billion was uh right after this like this like this this product was the pitch that did the round at 27 and now they like I think it's been leaked that there's like a new round going on at like a much higher
valuation yeah it's like 150 or yeah exactly so if you any any of the investors that were on the webinar being like I'm not going to invest in this that was like the potentially the biggest Miss of their career basically I know some people that Miss and it was it was always because of the like Oh
They'll Never figure out the the the like the structure and or this isn't a consumer company would have been the other criticism it's like you're launching you're a research why are you guys going to create the next dominant consumer yeah no one really pegged the consumer flip at all at all it took a
long time for that and it's a huge and it's and it's now it's a this this is the most like dumbed down example possible but I've got to experience with with rora for the first time building something in in silence for a really long time and then launching it and and going like zero to 100 with with sales and it's given me
like a lot more confidence in like now investing in companies where I'm like I'm going to invest in you I'm barely going to hear from you for like the next year and a half and then you're going to launch it's either going to work really really well or it's not and open AI was a company that had to work in relative
silence like it had hype but it was silence for years and years and years and then when they launched it was literally zero to 100 million in two months yeah and so it it's honestly a good case study out there it's totally counter to the YC approach of just like launch early and often and just like get feedback and it's and just like ship
something to get that market feedback because if you are an experienced group of entrepreneurs you can you can you know basically just toil away like building the thing for years and launch it and get with the way the internet distribution works now you can sell a ton of something really quickly yeah get a ton of users really
quickly and and so it's just a it was also because they they launched it with 3.5 which now if you use it you're like whoa this is way worse than four but it was still magical and then they followed it up with four in like three months such good people were like afraid like people were really really like this is
going to destroy every job ever this is like the fearmonger in was insane but it was you could you could you could obviously see that at other companies there would be a big impetus to hey let's wait for four like we know four is going to be better let's let's wait and just launch this chat GP product when we
have the new model that's going to blow everyone's mind and they didn't they launched quick more quickly than that and it was actually better because it it it just it it showed this like pace of execution that was like uncanny when in fact that 35 model had been out for a while and people were talking about da Vinci that particular model it was 3.5
d002 I believe and that one was already getting great results because it was the same model that was eventually in the first version of chat PT you just had to use it do it through a different UI so people in the AI Community were like okay it's getting really good like yeah yeah there was that company copy AI that
got went from Z to 20 million annualized Revenue in a year and then had to completely pivot because people could just use chat GPT yeah um the LA the last thing i' would say on that point so somebody I saw somebody post something I think it might have been signal actually credit to signal for just you know having some of the best takes of the
week but um the whoever it was was saying college students are at such a rough point in time right now where they're able to use AI products that are just doing all their work for them in school so they're going to just learn way less and then they're entering a Workforce where all of the jobs that would have been done by early entry
level employees are being done by Julius or just chap gbt itself right like we use chat gbt so much to prep for the show just to to you know we used it for the red book right you used it to to summarize the book and and that that easily could have been done by like an entry level sort of like you know editor
type person yeah but I mean I think about the work that we did with that red book I didn't even have it summarize it I just had it take the messy extracted text from the PDF just clean it up that would be someone's job but it's great if that's someone's job who's just prompting now I think that's actually better yeah um let's go to Palmer lucky
he says I'm going to be showing what we should hire a prompt secretary basically yeah it's great uh let's go to Palmer lucky he says I'm going to be Shilling for mod retro all weekend if you aren't interested in the fruits of my internet Forum side project that took nearly 17 years to reach fruition you might want
to smash that mute button I love it even Palmer gets it Black Friday is important this is the holiday season go get a mod retro this isn't a promoted post but we are happy for Palmer here great gift and this guy's not afraid of the algo he's not afraid he he he he says mute me if you want yeah it's great he knows uh and
also I mean what a what a fantastic gift for kids like it's you know you forget how the Game Boy you can lose yourself in it for hours and hours and hours but it's not going to be some you know Internet connected Skinner box that's oh not nearly as a dick it's it's very fun it's not nearly as addictive as the as
the average iPhone game totally totally and you're not going to up I found my found my Game Boy uh color recently which was a Pikachu edition and those things are going if you have the original box and papers and everything it's it's like $4,000 and then if you don't have the box it's like yeah2 200 Jackson Oswalt says there's so much
money in the world it's actually embarrassing I don't have at least a hundred million of it by now I think about this every time I fly and I'm coming in over Los Angeles and I'm just looking at all the different buildings and I'm like every one of those houses is worth a million dollars on average
every one of those Office Buildings is worth like 10 million someone owns all of them someone owns a piece of all this stuff whether it's through a fund or something like the wealth is there you can physically see it yeah and yeah you got to go out and get it it's stuck in your laptop stuck in your laptop yeah
your job is to find it I think Jackson is is on the path to finding the 100 million hidden in his laptop I agree we'll check back in with Jackson in uh five years we will let's do another promoted post promoted post from our friends at McKenzie and company thank you McKenzie for all that you guys do to help companies get more efficient and
drive uh profits um McKenzie says from climate risk to cyber threats and a growing Talent Gap insurers face a critical moment to rethink risk management the key empowering cro to move beyond control roles and lead with strategy listeners you guys can explore the trend driving change and risk leadership uh go to
mc. uh3 C1 vwh you can read this piece all about climate risk and uh we highly recommend even if you're you know running the uh 2000th chat uh GPT derivative app in the app store you should be thinking about climate risk it's a threat to all of us uh so get after it Pavo asparuhov says if you're building don't get lost in the AGI sauce VCS can
afford to do it they've got the two in the two and 20 you as a Founder don't get a management fee stay Tethered to reality I like this it's a good it's it's a good post there are a lot of people that just wind up getting obsessed with h the AI futurism and forget that like they need to actually build lock in lock in yeah po Papa's a
master of lock in culture yeah I I I don't actually think it can be overstated enough how how a Founder is a bet in a VC portfolio and a Founder you are betting your life on the idea that you choose to work on Y and the nature and because Silicon Valley is so supportive of of giving you know investing lots of
money in young people young people when I started my last company my prefrontal cortex was not finished developing right and I wouldn't have chosen the same idea today as when we first started yeah and um and so it's really on the investor to make to to under you know yes you're looking at a an investment as a part of
your broader portfolio and a specific bet but it's it's it's always helpful when the when the F when the investors are truly or care a ton about the company winning every single company winning just because you know not not everyone surprisingly some some are very much just like it is what it is you I mean it's also just been like the two in
20 the two and the two in 20 used to be a lot smaller like you think about the first like uh Kleiner Perkins fund and uh Eugene Kleiner going inside janac I believe or maybe Tom Perkins uh like working at the company yeah one day a week like doing their finances and closing their books and just making sure
that things were the trains were running on time yeah Chris Chris Saka the greatest like the the the fund that arguably set off the solo GP wave was an $8 million fund so the management fees on that is like you could barely live an SF at the time so he has to make so he had to make it work what did he do stripe Uber Twitter love
it Docker yeah uh I'm missing one big one fantastic but uh Back Against The Wall cowboy boots on the feet the guy did it made it happen imagine what he would have done if he had a suit on yeah well speaking of Suits Uh Kevin says love that jacket Jordy you look like Colonel Sanders if he had a liquid event it's Kevin Kevin Kevin gets it
that is exactly what I was going for uh Colonel Sanders with a liquidity event so if you want to look like uh Colonel Sanders had a liquidity event go find uh fantino label John pantino and get yourself a fine white linen suit it's great uh Eric Gman CEO of ramp says the need for AI and finance has never been
more clear manually inputed accounting data creates openings for Bad actors and Human air automation prevents those openings we have the technology let's make Financial waste a thing of the past and he's showing a few different uh screenshots Macy's says accounting employee hid up to $154 million in delivery expenses and the Pentagon fails
its 7th audit in a row but CFO says progress is being made rough yeah we got to get these firms on ramp for sure yeah um yeah and I honestly this is one of those things um every single new company coming at a YC that's doing some AI meets Finance for corporations you are competing directly with the a very fast moving gorilla
which is ran um a very very uh very very aggressive gorilla like you think they haven't thought of this like there's a bunch of um there's a there's still like so much white space it's such a large sector of the economy and so critical to every business and and individual's like ability to operate in the world so there's plenty of white
space but you're not just going to build ramp with AI because that is just ramp I mean early on I remember they they were uh they were one of the huge beneficiary of gp4 for the receipt scanning because they could just just do exactly what we did with the red book where they uh would OCR it with Google take all the
text in the in the picture and then throw that through chat GPT or GPT 4 just to clean it up and it just sped everything up so much for them and so it's like they're not asleep at the wheel they're gonna build this stuff and we're excited to see where else AI pops up in the ramp yeah I I met a company uh I want to say
um uh like two weeks ago that's that's using um that sort of same method to just do much um much much much faster uh basically diligence on small businesses like super small businesses you know under seven figures a year in annual revenue to be able to offer them credit more efficiently so like there's still
tons of ways to apply the tech that isn't necessarily squarely in in ramp's um wheelhouse so um hey and and if you build a great team and you're doing something interesting with AI and finance shoot for the moon even if you miss you might land back at ramp it's fantastic uh drva says GM announcing a licensing deal with Tesla for FSD will
be this era's 1997 Mac world and if you're not familiar with the 1997 Mac World Bill Gates called in to the Apple conference pledging $150 million investment in his struggling competitor while the crowd jeers and booze this was an iconic piece of Tech History Bill Gates is like looming in this massive
screen it was so crazy this happened oh my God I cannot wait for Elon to I feel like Elon would would show up in person to that event though the GM like keynote and he' be like you know how he does his like awkward thing right hey hey everybody yeah you know and he has his little like Spiel and he's like should
we hit the bar yeah I mean great I mean I I the Tesla FSD I mean I don't know if they'll ever actually license it this is a firm prediction we'll see if this actually happens um but I like I like Dua I like Dua going bold because it'll be an iconic quote tweet if it happens yeah exactly he's not saying oh this might happen he's predicting it it will
happen it will happen check back in five years technology Brothers uh what What's the top GM product probably the the do they own Corvette right oh they do so the ZR1 get me get me FSD in there give me a turbocharged V8 that goes 230 mph that also drives itself you know this would actually be a cool product that you
could build uh request for startup go create create something that runs uh that just fact checks podcast historical cataloges because you could go back and like what was this week in startups predicting in 2015 you know Gary vaynerchuk actually has like a guy on his team that does that and goes and pulls his old his old predictions and
then post them when they come true and they always go viral that could be that could be an app yeah yeah exactly so guy could be an app yeah yeah uh Zach says speed that's everything never lose it and it's Cal AI ranking higher than straa and my fitness pal I assume I think I think we I think we featured this guy before and he was like yeah
yeah he's saying like I'm not uh something like I'm not sleeping till 10 till not 10 fig eight figures in AR or something like that so I didn't realize this kid is uh I can actually call him a kid cuz he's 17 he's not even officially an adult yet uh and he's built Cal AI into something that is charting umazing
you know charting is we've talked about this before is based on momentum not uh not overall uh downloads or anything but still very impressive to be beating out my fitness uh pal and straa given their scale and I and that the app's super cool you basically can like scan your food using your and like get an idea of
how many calories it is makes total sense and something that can be probably a lot more accurate I was getting lunch with a guy who uh like took a picture of his Chipotle order to then enter it into my fitness pal later and I was like dude you run an AI company like you got to cut out the middleman here like the AI
should just be able to look at the image and just guess like pretty accurately um especially if you've ordered that before and he was like yeah I always get the same thing so I just go into my fitness ball and copy it and I was like that still feels like the Stone Age yeah and this is I mean this such a good example
of so many of the best applications are AI are super obvious and that doesn't mean you shouldn't go and do it yeah oh this is great Ben little says if this guy is across the negotiating table from you you're in trouble the Tells he wears a 3XL but should probably wear a 2XL he wears an old school Rolex jeans with worn-in loafers took four calls before
takeoff at 6:30 a.m. and he's been talking about Racing for an hour animal an absolute dog an absolute dog I would love to figure out who this guy is and do personel News segment on him because when he moves companies he's going to move the market is he moving companies own some small business maybe he's been
rolling up hvacs for a couple years who knows yeah yeah yeah he's he's the guy if you're if you are running a search fund and you're bidding for an HVAC company just remember you're bidding against this guy and good luck yeah that's great uh this is an interesting one from run did on the show before he
says shape Rotator was 100x less useful and more tasteless than word cell I expect people say word cell for a long time yeah that shape Rotator and word cell tweet was like shook Silicon Valley dur it really brought Rune to the Forefront of like Tech culture all it takes is one one Banger true Banger basically I mean's law coining a phrase
to describe a phenomenon what is a word cell someone who's High verbal What's a shape Rotator someone who's High math those words don't stick out in your mind the same way yeah um I don't understand that shape Rotator was tasteless it doesn't it it doesn't doesn't seem like it's that tasteless there's that whole
shape rotation test have you seen that it's like a test to see if you're uh if you're can rotate shapes in your mind and you can just give some of this test and they either get it or they don't um but yeah there's a big there's a big question about you know who's the beneficiary in the age of AI the shape
Rotator or the word cell and maybe it's the word cell that's the that's the hot take the ideas guy um we'll see we'll see that work ideas the the the the bull case for Word cell over shape Rotator is that it's just shorter word like word cell two two uh two syllables instead of shape Rotator four um and uh and the more compression that
goes into an idea the easier it is to use the shorter it is to type the the more useful it is as a shorthand so I kind of agree with him there totally um crypto boring um let's do this one this is interesting um raptor is my favorite new Niche brand says Andrea products are made by an architecture student and it's
a it's a very elegant egg holder for a dozen eggs and something that's a juice squeezer that looks like something out of Blade Runner uh very very cool yeah yeah I I just wanted to put this up to encourage people to uh look you know there's this the the when if you're early in your sort of Entrepreneurship Journey it's easy to be like oh all the
good ideas are taken ramp is a great idea it's already ramp right I don't you no nobody needs to go rebuild ramp or anything um but when you look around your everyday life right like rebuild the polycom right like I want I want that that talk about printers yeah printers I want somebody to make just a beautiful stunning super easy to use
printer that AI camera Gadget friend is doing interesting yeah you can just look around everything everything in your life everything that you touch and interact with is a potential business you can make it more analog you can make it more futuristic you can make it easier to use you know there's just any
number of of um yeah um I also like this just because the design language is uniquely not Apple which really dominated the tech industry for so long just like you got to copy Apple on everything and then we saw this with the landing pages like linear I believe was like the one people were LARPing and uh yeah it was uh um very very exciting to
see someone break out and do something different um Gabby Goldberg says imagine how powerful it feels to crop Jeff Bezos out of your Instagram Carousel and uh she says fall photo dump grateful for all the memories this season brought and Jeff Bezos in a full Batman costume has been cropped out although I so but this
is like the this is like the eth this is like looks like one of the one of many images yeah yeah exactly we need to go fact like we she clearly wanted to show the whip she's carrying it's at Lauren W Sanchez on Instagram um and and I I thought I saw a uh a community note on this l that said um that said um that
he's actually just in the previous photo so if you swipe you can actually both of them a little bit of fake news Gabby you might wind up with a community note I don't know we're fact checking you right now but uh I can't even find the original post but three three days ago she's posting she's posting him she she posts she posts her her technology
brother why not all the time Jeff Bezos looks great he's jacked he's living his best life having fun why not post him my Chad Life by Jeff Bezos we we uh tuna says we owe a lot to these gentlemen Eastern European developer makes 15K a year will accept any gitlab ticket doesn't argue I haven't really worked that with
that many Eastern Europe European developers but I know that there's a lot of companies that have really really sick uh it's an amazing and no it's an amazing it's an amazing approach to work with probably comes out of spending decades under a Communist Regime and then you're in the capitalist system and you're like
I can be productive and contribute to an Enterprise that supports me back is uh is is probably an awesome feeling so yeah a lot of people um a lot of it's driven by the speed of the internet that was a big thing for Estonia their their their government just went super long on internet infrastructure and so they
built out high-speed internet and so everyone no matter kind of how wealthy you are in the country you just get access to really fast internet same thing with uh uh Poland has really amazing internet there's a few other countries and it's a high correlation between the speed of the internet and the and the quality of the software
developers which makes a lot of sense let's go to Will O'Brien this is a long post so I'll read through it uh he says there's so much opportunity in Ocean Technology right now that literally nobody is talking about it's probably the most underrated startup vertical the ocean economy is massive over 2 trillion
covers 7 % of the Planet 3 billion rely on it as their primary source of food 1 billion as their primary source of income and while we have robots on Mars lowcost high performance drones supersonic Vall planes taking over our skies the technology in our ocean pales in comparison to these domains the main player in nearly every ocean value
driver transport Fisheries defense energy oil and gas biodiversity are the large stale incumbents offering solutions that run on Ancient software and Hardware Stacks with very little R&D spend fascinating it's cool that he's like bound a different angle in like hard tech and uh and American D there are some I invested in um I
invested in Shin probably like 18ish months ago at this point um and safe the found safe the founder yeah so shink is creates robots for basically fishermen for for fish processing using they basically yeah they created a robot that allows you to kill a fish you basically using a needle to the back of the brain
which makes the fish fish um die gracefully and not like die really stressfully CU if you just if you catch a fish throw it on ice it just flaps and releases a bunch of uh gets really stressed releases a bunch of cortisol I'm sure and other stress hormones and so um so yeah they're doing that Will's doing that um and I and I think the
oceans have always been forgotten right like humans naturally have always been focused on the stars and we and there's always this like fact that's like you know 80% of the world's oceans are completely undiscovered you know it's like so there's a lot to explore down there I would love to see a future where
I really want to see a startup this is going to is a crazy idea but but I want a startup where you and your absolute boys can crowdfund a a really capable autonomous uh semi-autonomous drone that you can just either fly or send out to see like imagine if you had a little mini like drone submarine that was
self-sufficient and you could just send it out into the ocean and be like it'd be you just have a live stream of it you could just like like I I would pay a lot of money I think the comms are really really hard underw the the comms are hards hard yeah so say surface it was truly fully autonomous little Min reactor starlink I just want to be a
live stream of being like we're pulling up to this deserted island like let's go let's go check it out and stuff visibility is not good down there it's very hard but I mean maybe the right the right equipment you figure something out it is cool I mean there are some companies that are doing like I guess
ocean economy stuff flexport is probably counted in the ocean good example yeah that's an example of like there's been no investment in this yeah sa drones another kind of like I guess what what s drone needs to sort offer like live streaming services where you and your boys can can get your own s drone and yeah I wonder what else I don't know
it's it's fascinating it's just cool to see someone highlight like a different angle different different niche in the in the hard Tech Community uh let's go to JJ he says Don Valentine was 40 years old when he founded Sequoia in 1972 wow what a boss but it makes sense I mean he he built uh you know he's wasn't
he one of the trador eight or he was involved in like the Intel story early on I might be getting that wrong but yeah it's not like he just was a HVAC technician and decided to uh get into Adventure capital I wonder I wonder how what his track record was before founding seoa in terms of inves angs yeah I wonder if he was like I mean we
talked about him on Mount Rushmore um like potentially one of the Mount Rushmore Angel Investors yeah my my favorite um there's a great Founders I mean there's so many examples if you look at if you just go back and listen to Founders podcast it's like every other P person that he covers started their company like in their 40s or
sometimes even 50s it really does debunk the Enz Enz ferar Enzo Ferrari was like 45 and he had been in racing in the automotive world for that kind of his whole career but he didn't start the actual what became Ferrari until he was 45 Red Bull uh CEO is the same way I think early 4 monster the monster CEO
was really old Estee Lauder too um so there's a bunch of examples and uh honestly like yeah that that's why it feels like there's there's this common Trend in Silicon Valley where somebody hits 35 and they're kind of maybe post-economic and they just kind of start floundering around it's like no that's when you should go do your life's
work 40 do it at 45 y 50 whatever it doesn't matter um but um then pick up some don't die from Brian Johnson and build your business for 200 years for 200 years why not yeah yeah that's going to be great the first the first uh CEO with a 100-year tenure on his track yeah yeah Zuck zck Zuck is looking Health Z he's been CEO
for you know 20 years already right wow that's actually that's wild to think about 2005 2004 so yeah must be 20 we got to do something for for 20 yeah for Zuck Founders funds turning 20 next year that's big it's big um I got to go to a promoted post we've had we've had two two little break to two little uh
ads so this one is from SES s says a masterpiece of sound a treasure that transcends time the waim Moss stradavarius an instrument of extraordinary historical significance is coming to soube New York in a one-of-a-kind auction during Master's week in February 2025 this is a singular opportunity to choire one of the world's
finest instruments while directly supporting the Next Generation of musicians through NEC music uh so anyways this looks like absolutely incredible violin uh they have a a great video here and um this is uh a a instrument that I hope ends up in the hands of the community and I would we would appreciate the honor of having it
placed somewhere on the set you know even for a few weeks to kind of put it on display um and get it you know in front of the audience they're not making Stratovarius anymore they're just it's it is one of the craziest things that Strat of Aras is a violin maker he made a ton of them they're still regarded as the greatest violins and
they still trade and are used and played y like it's something that violinists actually use yeah I can't even think of another product that's you that you would want Automotive world it's not like you're going to use the 1965 lemon winner in like the 20 people drive model T's that have been restored and stuff
for sure but that's not 400 years and they're not at the highest level they're not like racing maybe castles in some degree like people live in in 400 sometimes yeah castles but I mean I I I know a uh I think a centi who's uh restoring a old Viking ship right now and so that might be up there but it's rare it's rare so yeah great great send
it uh past um you know uh get test it out in the Middle East see if it's if that Viking ship still has it you know on the Red Sea yeah yeah uh to mount a 50 cal to the front yeah yeah few few drones yeah um let's go to Gabriel he says regular reminder we're toward the end of the brief period of time which you can pay $ 20 to $30 for a bag of
very good coffee that's roasted pretty well by the end of this decade the industry will have separated into gigas slop and ve and Vin Goods like wine sixk likes Banger G slop is a great term uh velin good also great but we love velin Goods here we love all all sorts of weblin goods we we don't have a problem
with the weblin goods there's just more consumer surplus to go around there's more economic profit to go celebrate wealth creation into the organization that created the webling good um I actually don't know that much about the world of uh fine coffee roasting and I wasn't aware of this trend it is interesting so so uh and I yest we like
Volta here we like Celsius Ben and I were getting some some b-roll for our upcoming launch video um yesterday and Ben and his roommate who was helping film were complaining about um like the groundwork coffee they were like this sucks and I feel like um I feel like uh we're at a point where this sort of
jenzy millennial crowd has such high expectations for coffee partly because of the price point like if you're paying $6 for this like black brownish our parents grew up at a time where it was just like brown liquid good I I like coffee like I'm just going to have it but the bar has been risen so much I feel like it was probably used to all be
gigas slop and now there's this sort of certain bar where they're they're like oh Starbucks was like revolutionary and now people call it charbucks and they don't like it and they think of it gigas slop gig you're going to love this one mary.com says go.com or go home and then somebody says the Doom is taken what's
the next best one and Paul Graham chimes in with some other name.com so good it's great Doom's valuable so it's it's we are not joking it's so important yeah there was an and and yeah the um no this so this wasn't even um the so I think the cal.com founder um quote tweeted this and responded to it too and it's cal. a no no.com cal.com is the
open source calendar scheduling tool that's like an alternative to cly and yeah cal.com you're right away super memorable it's great you can do cal.com kugan or whatever it's easy to remember that.com almost made the business it's so good tot right um obviously you got to execute really well but makes a big
difference what does Nikita beer think about Dooms because like if you're in the App Store he's very about the name and the actually he posted something earlier I don't think we're going to cover it but it was interesting thing he he posted a screenshot of the downloads chart of an app that he's advising and
he was like one of the key changes that they made to get it to go viral was naming it something better so he might I I bet he's much less oriented around domains and much more but still very oriented around names mattering a lot yeah yeah finding like the white space that shows up in the search results a little bit SEO in the name but not too
much yeah yeah makes a ton of sense uh let's go to this next one zvi I'm not exactly sure how to pronounce that but uh economists I love you never stop economising this is from Tyler Cowen in Bloomberg and Tyler writes a bigger change that is that the average walking speed Rose by 15% so the pace of American life has accelerated at least
in public spaces in the Northeast most economists would predict such a result um since growth in wages has increased the opportunity cost of just walking around better to have a quick stroll and get back to your work desk I love it I mean you got to be strolling and working yeah at the same time yeah I mean it's
uh it's you know the the Long Walk can be valuable and can be important for both your health our some of our best uh people ask us how we post how we post yeah and some of our best content comes on a stroll yeah but if you're if you're doing the type of job where value can only be created at the desk pick up the
pace pick up the pace start walking faster Sprint run yeah maybe run don't do marathons so no do not we are strongly against marathons yes oh this is great from a good friend John fiorentino he says I'm a method founder when I start a new business I simply become the brand I eat sleep and breathe the brand ethos engulfing myself with
its energy even my car becomes a vehicle for the brand driving our mission forward every single day and he shows a series of cars that he's owned a lifted G wagon 4x4 uh Moon Pals the Volta Ferrari and the jeans old school car I'm not exactly sure what model that is but uh it's fantastic and and it speaks to
the different types of brands that he's building and I always think that like if you are building a company and someone asks you about your brand and what car your brand would be if it was a car and you can't say you don't have a strong enough brand y you really don't and and you know with Red Bull they own the Mini
Cooper with with you know even andal you see Palmer driving a a Humvee and you're like that makes sense that tracks right but it's interesting in the case of Red Bull they owned the Mini Cooper from but they made it their own yep I would argue that if you asked uh the founder of Red Bull what car represented the brand he might say
like a GT3 or some type of Porsche RS right maybe but I mean so much of the Red Bull brand is very stunty and jokey like they do that fluke toffen you know that thing where they drive stuff off of like almost it has a little bit of tongue and cheek element to it even though it is the highest performance and
and then maybe they'd also the the real answer would be the the the the max for STA and F1 car yeah because that is the that's the modern Avatar of yeah um but uh you know monster has the monster truck and um and I think I think it's a it's a it's a it's a like an easy out as a Founder to just say oh well we're a
tech company so we have a Tesla and Tesla's great love them but that's not necessarily an expression of your that's an expression of Tesla's BR which is already like like the elon's car is the Tesla right so what is yours and uh you know it goes back to that that quote about you know if Nike made a hotel you could immediately imagine what that
would look like there would be a really cool gym it would have you know lots of like you know athletic there would be posters about great athletes it'd be very clear but if Hilton uh if Hilton made a shoe you don't know what that would mean and so it's just like Nike has a better brand than Hilton for that
reason right and so um I I think that that's an interesting exercise and it goes back to the stuff that's in the the Facebook red book like their brand was was articulated through all these various images and that's why you know when we build decks we like to put a lot of images in there and it's just a great
way to uh to to Really test are you thinking clearly about your brand can you express it as as a watch as a wallet as a t-shirt as a piece of clothing or anything like yeah and it's also what what what F does is also interesting because he's building consumer Brands where attention is is really all that matters he's in places where he's going
to meet people that are relevant so if he's driving a G wagon 4x4 around Los Angeles with a moon Pal's logo all over it that's going to start opening doors you got to drive something to get around you may as well drive something that that starts a conversation the um the Roma spider that he's getting for the
fantino label like that that's perfectly suits the brand it looks like a fantino yeah what you know it looks like something that the the the the founder of a fine suiting company would would drive it works for vola too yeah it's great yeah and I and and it's funny in the context of I bet you the fantino Ferrari will sell one suit per month
yeah that will ultimately pay for the cost of the car so he's driving he's driving for free you so yeah it is it is funny uh let's go to something that could be its own dick uh its own Deep dive Enron is back some frean slip yeah something oh these guys are going to get in so much trouble eventually but uh I
love it because these guys are uh so Enron is back on on X and Twitter they put out this launch video and it's shot like a classic Enron ad it looks like it could be an ad for Exxon Mobile uh Enron of course the the famous energy Trading Company that went bankrupt in a massive fraud scheme in the do com boom and when did
they actually go under because I was definitely under 2001 yeah so I was six years old yeah and uh so this is my you know this is one of those things I heard a lot about Enron right but I'm excited to you know get to know it right as like an adult now right like get to experience December 2nd 2001 yeah December 2nd 2001 Enron goes bankrupt uh
25 years later almost they're back uh so these guys are launching a coin they're launching a crypto token around Enron mcoin um going a little bit farther with the marketing than most meme tokens it's it's it's interesting I I didn't read the white paper but it's funny okay when they do that's going to be
groundbreaking because we know they're going to be revolutionizing the future of energy and commodities trading on the blockchain yes uh and it's funny that they're they they're they could have taken you know it uh the roll out was like very good I would say like it wasn't just a launch video they had bill I think they got Billboards in Houston
where henron was headquartered it's clearly um uh it's clearly very good marketing execution um and it seems like they actually got the IP a while ago and wanted to do some stunt with it and this is I I had uh I had heard that this was in the works for a really long time but I actually wasn't sure I expected the
execution to just be kind of mid um so so far the execution has been good I just I I I it's so hard to kind of make a prediction of what's going to come here because ultimately this is the best way to view it this is an entertainment product that is investable it's not I'm not saying that you should invest in it or or that it's
going to generate any type of return but this is just a modern form of entertainment right it's this like stunt Meme and they're good at this they did birds birds aren't real before this whole viral marketing campaign around the conspiracy theories and stuff and um I mean there have been successful meme coins before Doge Dogecoin started as a
joke it would be funny it would be funny if it ends up stabilizing like like truth social where it's like hey this is barely a real company in many ways from a revenue standpoint at least but Enron could probably sell as much merch sales through their brand as true social has done ad Revenue million dollars in the
last 12 months yeah so maybe it becomes a sustainable you know Stable Market here make sure to subscribe we'll be covering it uh Jos Steinman been on the show before says requests for startups GPT trained on us geologic survey data maps of any and all V varieties and anything else that can be shoehorned into a GIS
database so if you're building something you're looking for an idea I think you got a customer because Josh wants something he's very vague about what he wants to do looking for minerals maybe geologic surveys like I don't know there was that news about uh uh China Banning the export of gallium and germanium have
you seen gallium it's fascinating it it it's a metal it looks just like you know a Tungsten Cube you put it in your hand it melts because the melting point is like 87 degrees crazy it's very weird it's used in all these defense applications very China manufactures 99% of it so we should put a little bit of gallium in our in our merch uh uh drop
definitely a Tungsten Cube would be nice yeah brand um yeah if you're if you tell what metal what what what element your brand is you need to step it up you're lost um let's skip the old factory stuff let's let take a quick okay yeah we're gonna take a quick break we'll be right back let's go to Reggie James he says
had a dream last night about SF so today I'm flying to SF every time I land at SFO I feel like I booted into the wrong server and then he lists his loot loot from Capital the trousers marila the the glasses are mascot the bag is vintage Ralph luren from Tokyo and the hat is pen fantastic yeah I uh if you're going outfit for outfit with Reggie
prepare to get mogged unless you're in a perfectly tailored suit in which case you know he'll have to respect he'll have to respect that uh but anyway this is an example I mean he he's been we're entering the air we we've talked about this at length we're entering the era of loud opulence it's becoming cool again
to express yourself through clothing and we got to give Reggie credit he's been doing this for years and years and years way before loud opulence was was really in the in the zei so um so anyways post your uh post your next he clearly knows so much about fashion it's crazy he have you seen his breakdowns of Zuck he's
like just wait until Zuck learns about this designer and then he does like six months later he's like he's literally on the Leading Edge of this stuff just being like okay zuck's here in the in the journey he's gonna get here I think there's I think um there's there's opportunities to take all of that data that's been produced around the history
of these different labels and designers and condense it into more of a like specialized llm almost of like what is the mo like what is the most coveted piece in like you know that that Marella created in the early 2000s I there channels that do that stuff yeah there's YouTube channels but made through it all
yeah I don't want to listen to a 20 minute video always and just understanding like the taxonomy and the the hierarchies is very very difficult like who are the key Brands but then within those Brands what are the different levels and stuff yeah and taste is not just about how much money you can spend on an outfit otherwise
you'd be walking around Balenciaga Balenciaga head to toe so last thing I love about this is is had a dream last night about San Francisco so today I'm flying to San Francisco like talk about like don't let your dreams be dreams don't let your dreams be dreams just taking immediate action just manifesting
so the next time you have a dream about going somewhere just act on it uh carried no interest uh says bringing back American manufacturing is one of the most important challenges we face as a nation and Gary tan is being delusional calling Gary out interesting uh that's okay by the way VCS have to be delusional it's part of the job the
source of his and many VC's delusion is that they think bringing back American manufacturing can be solved by robotics software and efficiency unfortunately the problem is much deeper than that time for a quick history lesson because it's important to understanding how we fix this let's H over to China and then
he breaks it all down um it's interesting I I I've been a little bit more bullish than him on uh robotics having an impact on American manufacturing because robotics can move much faster if it's ramping exponentially then R training a whole generation I would take the I would take the other side and I think what he's
saying is he's he's he certainly understands that technology is going to be very important to onshoring our manufacturing capacity and all all those different things yeah that said he's saying to compete with China who invested hundreds of billions of dollars effectively in non-dilutive funding to
get their manufacturing to where it is today we can't purely rely on technology I mean that's even the story of tsmc right Taiwan government yeah and then and then so so what he's saying is you know if you look at this in the context of okay we have all these new manufacturing startups all these robotics companies that are that are
doing important things uh simultaneously we have Doge that's trying to deregulate and create more efficiency within the government there probably should be another he he's kind of arguing for this another group that's saying hey if we're really serious about bringing American manufacturing home we need to be okay
with a little bit of extra inflation and spend hundreds of billions of dollars uh to make this happen it can't just be a private markets thing yeah well you saw the pat gelsinger news he's out as CEO of Intel and uh the chips Act was supposed to kind of reshore American chip manufactur and believe that Intel still hasn't gotten for from the chips
act and that was kind of like the obvious chips thing give Intel a bunch of money because they're the only ones that are set up at all to build a Fab in America of course tsmc is coming here and the Arizona plant's going really well so I'm very optimistic that things will work out but it was still interesting and Ben Thompson's critique
of the chips Act is that it's he wanted it to be set up like operation warp speed where there are there are defined guaranteed sales so you're you're only creating the incentive that if you build it we will buy it you're not giv you're not putting money into the company and just saying like hey go hopefully it
works out it's like you got to actually make the thing but if you produce a three nanometer chip in America we will guarantee that it will sell and then the government might not even have to buy that many of them because once they're made you know apple and the market will buy them but but but but you know that
you can underwrite it because there's zero risk so interesting I like that there's a different take there let's stay on Gary tan and go to one of his posts uh Gary says a lot of software can be built quickly now but it is becoming a lost art to actually make it self- serve and consumer quality you must sand down all the edges and fix the
P2 bugs instead of only focus on the demo paaths this year personal software will force its return I love that yeah I think I think it'll be interesting in the in the age of uh AI gigal slop which is a new which is a new term there's going to be a lot of really really for like software products that technically do the job but don't do it
very well and are are not very user friendly Y and I I actually think there will be more teams that sort of build quietly really have a lot of confidence in their products build them in a really userfriendly way and instead of just shipping that gigas slop like you know the next day or you know a week later
take the time to really get it right and and Gary's Gary's point of view is uh as a designer himself he's really pushing and and getting up on a pedestal and pushing the industry to to care about design and and what he's describing is like ultimately design yeah it's not design like Gary is a Craftsman like if you look at his
YouTube videos that he was making like eventually it morphed into interviews and stuff but some of the early ones are like he spent like a full day recreating a scene from uh train spotting which is a movie I haven't even seen but he like went and vlogged and like set up the camera and filmed all this stuff and
like really he like has all these nice lenses really understands like how to make things look and just create a quality product in everything it wasn't just like oh I I I should be doing content it's I I should be doing content and I'm going to do it yeah you see that YC with like the team that he's built
there um it's it's very good he sees everything as a product and everything to be designed which is the right right frame of mine for sure uh let's stay on the venture capitalist and go to balal zuberi over at Lux Capital he says every founder CEO I texted with today responded within minutes from early stage Founders to CEOs of now public
companies Founders are always on they are always building always trying to move the ball forward interesting now if you want the real test have your new associate text the founder and CEO and see if they get back to you that fast yeah because a lot of Founders are like oh A GP is texting me I got
answer this um but but I do agree with the sentiment that like you know people need to be quick on respon yeah it's one of those things if you're messaging with a a hyper engaged founder or operator they will get back to you really important really really quickly if they find you what you're talking about to be important if not it
will be completely lost in the shuffle exactly yeah I'm sure Bal is not showing up with like hi there I'd like to talk to you about the like all the intro or just sending sending that day's competitor just launched like hey did you see this did you see this is this a competitor no I'm sure it's super high signal like great conversation so yeah
yeah learn to communicate on both sides for sure yeah GMA rash uh founder of verell says uh imagine trading an hour of Doom scrolling a day for an hour of exercise a day and what your life would be like in a year let's go imagine what your one rep max would be in a year yeah and that's why we do podcast you don't
need to Doom scroll you can just listen to this while you're lifting H SC scroll hope scroll hope scrolling it's Levering it's leverage for the Mind leverage for the mind that's a great one put that on sticker put that in the on the list down write that down read that again read that again bookmark this print that out
it's great uh aerin slodov been on the show before he says I don't think there's a single domestic defense startup right now that could manufacture 10,000 units of anything if they got in order and this was very controversial there were a lot of people saying like oh no uh there are plenty of examples and he he would always reply like name
one and then they would be like oh I can't really um and it's interesting because I mean obviously like you know uh I mean like paler doesn't manufacture stuff SpaceX like what they're not going to make 10,000 Rockets like that's just not how their business Works Ander roll 10,000 like you know submarines like
there's just not the scale of these things like we don't have 10,000 aircraft carriers yeah but a counter counter example of that actually so so deterrence as an example is manufacturing uh primers and and for the business for that product line to work we need to manufacture hundreds of millions of units right so that's like
an example really high volume it's not a sexy category like Hypersonic but it's a super necessary category and it takes just as much work to develop like a factory line for that as it does to develop you know a factory line and in some cases more because for a super high you know order value product like a
Hypersonic it's okay to spend a lot of time kind of making it putting it together and not having it be as automated but for something where you need to manufacture millions of units y it's much much much harder we saw this with the Ukraine uh when the Ukraine war broke out like we depleted all of our reserves and I think we sent like every
Javelin missile we have over there and then it was like okay well how are we going to make more got to make a few more so yeah it's good that he's beating the drum accelerating but we are still early in the defense Tech Boom Like A lot of these companies are just at the seed or series a stage they're not scaled yet yeah um but hopefully uh
hopefully it gets resolved uh low low yield Lucy says you are not allowed to wear car heart if you know what kpi means 35k likes what a banger that's huge huge Lucy has is phenomenal poster yeah uh phenomenal poster uh and I think this is this is this is real carart is the villain number one in the quiet luxury I
see yeah yeah they are the enemy of loud opulence they are and if if I if I you know if I'm in New York and I you know pass you on the street and I see you in carart listening to technology Brothers I'll rip your airpods out of your ears stamp them on the ground and uh ban you from I'll ban you from the RSS feed put
on a suit uh so do not work car heart if you know what kpi means yeah if you don't know what kpi means learn it yeah it's great uh Blake Anderson says B2B SAS equals talk to customers consumer equals read comment sections that's a good point this is this is real you can do you can you can do so much consumer
product research by just going to products in your category and just reading the comments and there's probably like an entire business like research product that you could build that just scrapes consumer product company comment sections and reviews for feedback to generate new ideas from so yeah it's
very real I think that's a great place to end let's do one more promoted post to take us out for the evening what a place to end we have a post from Gucci uh II says as of today they say in Miami's Design District with Venus Williams and and uh Angel Alesandra allesandra former um Victoria Secret model actually probably current Victoria
Secret model they are for a special unveiling of the Gucci Winter Dream installation # Gucci gifts and uh anyways just some fantastic images these look like um some great winter sets very Miami me uh not so winter looking to me but um at only 46 likes this is a low Tam Banger from Gucci and it's a great spot to end let's amplify it let's
amplify this thank you to Gucci for making fantastic clothes if you're at Art bosel this week go find the installation um we we aren't there we are not there because we are recording this podcast and um this is important work so we'll see you Friday so please subscribe follow us and thanks for tuning in have a great day hey