welcome to technology Brothers the number one live show in Tech we are live from the Temple of Technology The Fortress of Finance the capital of capital it is Friday February 14th Valentine's Day 2025 this show starts now Jordy you're back on the west coast give us an update look John if us telling you it was Valentine's Day at this very moment is a surprise you're probably already kind of in a bad spot with your lady so
I hope that uh our you know basically daily reminders this week and and last week were helpful in getting people prepared for this Monumental moment uh whatever your girlfriend wife uh mistress says she thinks about Valentine's Day it's important to her you got to pull out the stops get creative we gave you know we gave a gift guide but you know there's there's plenty of of of ways to impress today so we're recording early today for the west
coast and um after after that we'll be taking a little bit of time away to um hang out with our lovely watches so we got a fantastic show today we're talking about Alex karp there's an a profile on him in the Walsh Street Journal uh the gundo boys our boys are in the economist now the puff pieces just don't stop for these guys uh they just get higher and higher uh they they've transitioned from attempted hit pieces to everybody
realizing that it's just such fantastic content that they end up being puff pieces totally and so so we'll break it down then we're going on to a Wall Street Journal Deep dive on how the Trump family is making money they have
it's not just the coins it's not just the spaxs they're all over the place they're they're doing 360 deals they're selling documentaries you'll hear all about it we're going to go through the timeline but first we're going back to
Valen day what better Valentine's Day gift for the woman you love if she happens to be in federal prison than getting her a presidential pardon we're going to Elizabeth Holmes who gave her first prison interview to People magazine if you're in a relationship with someone who's in jail get them out get him out start get out start with the People magazine feature exactly and the media uh is the immediate precursor to
actually drawing enough attention to get on the presidential pardon docket uh it worked for Ross uh and who knows maybe it'll work for Elizabeth uh let's go to Dan primac he says Elizabeth Holmes prison interview he shares the link 12 likes 13 retweets clearly nerfed in the algorithm but built different he posted it anyway uh feedback to this post not great lots of people say uh seems like she wants to copy paste the Ross rri Playbook another
guy says we don't care but we're different on the show we do care so we're going to read it to you Elizabeth Holmes breaks her Sil Ence in first interview from prison it's been hell and torture the former stos CEO convicted of fraud shares her details of her life Behind Bars and separation from her family and so let's go through some of this I'll read a couple paragraphs then I want your hot take Jordy twice a week
for a few fleeting hours life is sweet for the 41-year-old Elizabeth Holmes it's when her kids William 3 and Invicta 2 snuggle in her lap and talk excitedly about insect an ant farms and sea creatures her son bill builds Legos and
her daughter dismantles them seemingly unaware of the beeping of metal detectors and the watchful eyes of guards at federal prison camp Brian in Texas the children and their father holes partner Billy Evans 33 enjoy each
moment together and like always their most recent visit ended with a ritual when their time was up the children P pressed their fingers together to make a heart sign saying in unison mommy this is our love to which their mother responded our love is a superpower watching them leave through the secured glass door that separates her from Freedom shatters my world every single time says homes the people I love the
most have to walk away as I stand Here a prisoner and my reality sinks in rough what do you think Jordy super rough um you know she you know I I don't know the full backstory and the full sort of timeline on when exactly she decided or you know ended up having children but um you know part of this positioning it did you know there there was sort of a narrative that she was actually you know um interested you know part of the idea of like you know
let's let's have a bunch of kids uh was potentially oriented around building this narrative that hey I'm a mom you're taking me away from like my young children which is which is ignore all the facts and the circumstances just the nature of being a mom you know separated from her Young children is deeply tragic you know you have kids I have kids uh the idea you know my kids I can noticeably see them not doing so well after literally two
hours away from Mom and like for our youngest and I'm sure you're your two yeah uh even like they're just in a better mood like they're just doing better when Mom is in their orbit and so before we get into any of the sort of analysis or the facts or or the sort of takes I would say I would just say that it's it's you know irrespective of what you know Holmes you know did and the crimes that she committed it's it's just
a very sad sad situation um yeah I mean she's 41 now she's served two years of an 11 and a quarter year sentence that's been reduced to 9 years so she has seven more years but she was 39 when she was uh convicted and sent off to this 9year stint what are you going to do you wait 9 years you're probably not going to be able to have kids at all so there is this like I I understand where the narrative came from of like oh she did this on purpose
to like Win Fa Curry favor but at the same time like having kids before you're 40 is just generally advisable so uh it's not that crazy of an idea uh even though obviously it's termoil while you're in the clink um uh so she uh is is serving a 9-year sentence for fraud and conspiracy over the collapse of Theos the billion- dooll biotech Corporation she founded she is speaking out for the first time in a prison
interview conducted in a cold visitation room furnished with vending machines and blue plastic chairs gone are the black turtlenecks and Crimson lipstick she wore when she dazzled Silicon Valley in the National media as a bold CEO of a startup her company promised to revolutionize the healthcare industry with cheap diagnostic testing and devices able to screen patients for hundreds of diseases with a few drops of
blood now she wears drab khaki prison Garb with her blonde hair pulled back bare makeup and a silver cross around her neck speaking in a voice notably softer than the throaty baritone she was she was known for I'm not the same
person I was back then says Holmes who pleaded not guilty at her trial and maintains her innocence today albeit while vaguely acknowledge acknowledging there are things I would have done differently on her path to lockup it's
surreal people who have never met me before believe so strongly about me they don't understand who I am it forces you to spend a lot of time questioning belief and hoping the truth will prevail I am walking by faith and ultimately the truth uh it's but it's been hell and torture in here at 20 she dropped out of Stanford her sophomore year to focus on developing Healthcare technology on a mission to save lives in 2003 she
launched Theos which secured A9 billion valuation in a decade hailed his next deep jobs and backed by investors such as rert Murdoch and the family behind Walmart homes became the youngest self-made billionaire in 2014 but following the public of the publication of an expose in the Wall Street Journal that questioned the accuracy of the company's testing technology a federal probe led to the indictment of Holmes
and her fellow executive uh Sunny balwani her secret boyfriend at the time on charges of misleading investors and defrauding them along with patients for hundreds of millions of dollars very rough situation really rough um you know ultimately you know uh I don't I don't think it it makes sense in this context to try to Psycho analyze her too much right and I do believe that uh the her going to prison and have to be
every single day face to face with the reality that her Freedom was taken away y because of things that she did right she admits that she would have done things differently uh if you look at the approach that that she took she applied
the move fast and break things methodology yep that was popularized by you know in that era by you know Mark Zuckerberg and and other you know Founders uh but applied it to healthc care in a scenario where human human
life was on the line and healthc Care outcomes were on the line and uh it's just there's totally a world where she was building SAS or a social media app and it actually you know it's it's much easier to visualize a sass app in your mind and if you have billions of dollars you'll be able to execute against that yep and she I do believe that she clearly visualized this future of being able to test for all these different
things for the single drop of blood y uh I believe that she firmly you know um believed in that and and genuinely felt that she could execute against that with the right amount of resources but over time it just became obvious that you
know and and I believe it's widely sort of known at this point but it's worth restating you know this was not a Silicon Valley startup despite being started out of Stanford right like the investors were people like rert Murdoch
and a lot of the best you know biotech funds in Silicon Valley passed on the company and in the short term their LPS were probably telling them what are you guys doing how did you miss this one y and they were ultimately proven right but you know in the scenario where she was building consumer a consumer mobile app or SAS she would have been able to actually execute against the product but then clearly her and the rest of the
executive team um you know made decisions along the way that were just you know uh deeply uh deeply wrong right in terms of shipping things that they knew weren't working you know trying to continue to execute on big Partnerships that they had you know it was CVS that they had the part like major or was it walgre or CVS I forget but ultimately you know series of just like very bad very bad decisions and you know she's
experiencing the consequences of those now I don't know the it's hard for me to uh see a scenario where sh where Trump has some big incentive to you know pardon her I don't see that path you know maybe maybe you know we can get into it in a little bit but um not a you know doesn't doesn't seem like a very straight line right there's not a you know what she wants to she wants to apply the Ross oldbrick Playbook but to
understand the Ross rri Playbook you have to understand that every single libertarian you know uh maximalist was backing Ross for years and years and years with huge amounts of resources and active boots on the ground in Washington
and you know it was not a uh you know it was a basically when did when did Ross actually get convicted and go to prison he was in prison for 10 years essentially yeah so it's like so she'd be out by the time that Playbook ran
through yeah so even if she had that type of backing uh it might still take a decade and then she'd be out anyway so um I think that uh she seems to be very motivated by the spotlight I know that that she's already working on um it's either series or a a a movie uh like a non-documentary like a sort of drama on the situation um she is she is how is she involved she's in prison she no I'm just saying she's like approved it and
she yeah like sold rights or something interesting the main documentary was so was so bad that you know there's a scenario where if she does it actually more semi you know a drama sort of fictionalized a little bit uh it would
come out uh better yeah yeah I mean there's a million ways that the Theo story could have gone differently um obviously using the tier one Venture funds as a true gating mechanic or the biotech funds as a gating mechanic and
uh there's often this time this happens a lot with Founders where they get turned down by all the best VCS in their industry and they say ah I'm built different I still need to go raise a ton of money and then they raise from unsophisticated investors and then the business plan doesn't work out and it turns out that the tier ones actually saw something a flaw in the business model that would only be realized later
now sometimes you know tier one's turned down and you go and you build your own thing and and and everything works out perfectly we talked we talked about this you know with with open AI right A lot of people turn down open AI because they're like this is like the most weird rationalist you know uh uh uh you know nonprofit you know we can't make this work we like the team we like the vision but this just model doesn't work for us
yeah in this situation it was more so on the D like actual diligence side so you know people love to to uh talk poorly about VCS for lacking uh doing proper diligence on opportunities but in this case I really do think it was hey this this woman is clearly compelling Standford drop out highly motivated uh she she clearly is very talented at fundraising But ultimately people are like like I want to believe that this is
possible but everyone is telling us you know people have been I think this was one of those things like people the entire medical industry you know healthcare industry would have been incentivized to make this Tech work for
decades right and and there had probably been you know thousands of studies and and experiments to attempt to make this possible and so I'm imagining people looked at this and said hey you know this has actually been tried before and
that's ultimately often times why VCS pass right I I was looking at a company yesterday with a buddy I'm like look like here here's here's a very clear example of like a better iteration of this idea and a and a more stacked team with more funding and it didn't work for these reasons like you need to show me why this new team is going to be able to do um you know the same thing and actually make it work right yeah yeah I
mean so many different ways to to build a business that looks somewhat like the mission of Theos without uh getting over your skis uh you know we're seeing this with function and superpower now where blood testing clearly is a real market and they act as almost like rappers on top of Quest labs and Lab Corp now those companies do seem to have some sort of uh cornered resource or some sort of Monopoly over the actual physical lab
space and so no startups been really able to break in there but I also know a guy who started a medical device company got it approved and it was a box that did a diagnostic and he sold it into doctor's offices and and and the value prop was very simple it was if you're a doctor and you want to test for this blood marker normally you would have to send it out but instead you can buy this machine it's expensive but you can spend
you can bring that capex internally maybe there's some financing there but in general you do that test on site gets you rapid results and it's approved and he eventually sold that company to ro Pharmaceuticals for hundreds of millions of dollars and it was just like a very like clean like buy the book like one marker they built the Box they sold it it was great great outcome for everyone and and Theos clearly could have done that
or they could have wrapped they could have started by wrapping you know Lab Corp if they wanted to go the consumer Direction they could have done a bunch of different things it was clearly just that she was telling this like okay
we're going to be able to do so much with so little blood and my my my like hot take on this was always that so she was she was fearful of blood draws and so she wanted to be able to do a ton of Diagnostics with just one pin prick of
uh of like finger blood but there's just not enough and kind of the laws of physics come in and essentially break it down it's maybe theoretically possible but it but it's like clearly a massive massive engineering challenge and my problem was just that uh I think that's a skill issue and I think like uh you should just kind of man up and just give a bunch of blood and every time I go in to get blood Labs I'm just like yeah
take take six vials whatever like I'm fine and it doesn't bother me and I think building for that narrow audience of people who are fearful about giving blood is like uh may maybe maybe the wrong motivation but it's very emotional and so you could see a lot of investors saying hey I happen to be I happen to have the same thing I don't like giving you know six vials of blood just to know my testosterone levels and my no and
this was this was some of the push back on on companies like function and superpower from investors early on is hey you have this cool consumer you know product this consumer app that you're building but it's dependent on getting customers to actually physically go to a lab and give give six vials of blood conversion is going to be you know tough on that the other thing for women to actually get accurate blood uh biomarkers they need
to go at a specific time of the month due to their cycle so if you go at the wrong time then you know you're getting a way different hormone profile than than maybe his Baseline so um yeah there's also a lot of like over self-
diagnosis with a lot of these uh like uh blood metric companies like you you could imagine okay you're testing yourself every single day and you're freaking out because like one day your your you know cholesterol is a little
higher than usual and so you're doing some crazy intervention and you're not living a life that's like just in tune with yourself and kind of it's like that will manias quote about uh like you should be able to just like how do you feel you know right is that do Dr Bill monitis yeah Dr Bill manitus uh the the world-renowned expert um but uh there is something to that where if you if you give the patient to you can give them
actually too much data and then they become hypochondriacs and then they freak out every time some Metric slides off just slightly uh and so little bit such an interesting it's such an interesting scenario where the all of humanity should have should have desperately wanted Theos to work right yeah it clearly would have just been such a fantastic Innovation that would have saved you know countless lives and enabled you know much better
you know biomarker analysis and you could have aru I'm sure she was in Pitch meetings like you know when we roll this out we're going to be able to increase Humanity's lifespan on average by six years or something like that because we're going to be able to do early detection for all this stuff and uh you know now it's you know over 20 years later from when she founded the company yeah if you you know were still doing
the same thing and the same you know the other the other thing is is um one of the challenges with having to take so much so much blood to get you know this actual real analysis done is because uh a you know labs are a snapshot of you in that exact moment right so i' I've gone in and I've had I've done testing sometimes and I'm like wow my testosterone is like fallen off of a cliff yeah yeah because just fasted
or something yeah and then I go you know the next the next you know three months later and it's and it's back up to you know beyond what what my expectation was chological levels you're at like 3,000 and so so it's it's uh a very sad situation where you know FTX going away didn't really impact anything other than you know cause customer damage yeah but and and you could argue like there's people that were rooting for it to fail
because they were saying oh we only have five engineers and you know we're you know worth $40 billion you remember they like that was part of the FTX narrative is they were like we have no we have basically know our technical team is like five people wow and uh in the opposite situation with there it's like Everybody should wish that this worked and I would hope that somebody pulls this off and whoever eventually does
this yeah will be an absolute Legend right I just think it'll be a much more iterative approach it'll be okay we made yeah yeah we made the big aluminum machine a little bit smaller and then it went from you know the lab like
Warehouse like facility into the doctor's office and then eventually it be it goes in the trunk of a car that a FLOTUS can come to your house and do a draw and and turn around really quickly and then eventually yeah it's like the
size of a toaster and you can get it but you got to iterate through those jumping straight from you know a pint of blood or something or to uh just one one drop uh clearly like a very uh bold ambition like great visual pitch but uh unfortunately just too much from a science and and Engineering perspective um let's keep reading her her interview uh Holmes is still processing the downfall that wiped away her entire
fortune and she considers her trial and conviction a San Jose in a San Jose courtroom in 2022 to be a miscarriage of Justice uh first it was about accepting it happened says Holmes about her relationship with balwani then it was
about forgiving myself for my own part and I refused to plead guilty to crimes I did not commit thonos failed but failure is not fraud on the stand doctors and patients testified that blood tests homes developed and marketed
were a healthc care scam one woman claimed the test results showed she had a miscarriage when she was actually pregnant another patient to was told he might have prostate cancer when he didn't a third received a false HIV
diagnosis and this is where the the rubber meets the road with the Theos uh like harm that that that they that they move fast and break things ideology like like you know if you're building a social app or an nft project like people
could lose money people could you know have you know some weird thing happen on the internet the app doesn't work or whatever you're chat GPT you get some hallucinated response but this is like real impact on health and wellness yeah and uh to just just giving her the benef you know a little credit misdiagnosis happens every single day right I'm sure there's Millions just in the US you know maybe not Millions but could be
something like there's 300,000 you know misdiagnosed patients per day in America or or whatever just spitballing right but these they they were ha these kind of things happen at a much lower rate than uh her product which which was so unreliable it was unethical to let patients in a in life or death scenarios right this guy uh thinks he he might have prostate cancer yeah based on the results of this yep um and uh uh yeah
it's just it's it's doing emotional damage right telling this woman in this situation that she had a miscarriage when uh when she didn't that's like incredibly you know damaging to to a woman's psyche uh and um again it just
never should have actually gotten to the point where it was in production right like this was a uh you know this and so there there's very clear um and again you know she's putting her spin on this people's not going to put her in the
truth Zone so much but uh uh we we have to do our part yeah yeah there was another element of it where uh you would go in to do like the Theos pin prick test but then they would actually just do a normal blood draw and send it out to Quest to Labs uh which was a little fraudulent but I think that there was a way that they could have done that in a very positive way in the same way that uh you know you go into one of those
Amazon stores and they say it's all AI but they still have people monitoring the cameras you're in a whmo there's a human watching over and they can take over the feed if they need to if they get confused oh there's a cone that they don't understand human can step in uh human intervention and intervening with a with a more robust system on its face does if you're upfront about it doesn't seem like a problem to me it would have
been fine if I went in and said hey I want to get a blood draw from Theos and they're like hey we're still working on the pin prick thing we're going to do that one but then we're also going to do one with Quest and and the gold standard just to make sure that we don't make any mistakes here that could have been great for the brand actually yeah it's it's one of those things if they rolled it out as as a more of a trial and said hey
you're going to go to Walgreens or CVS and you're going to get your regular blood test and we were also going to do a prick and you're enrolling in that and you're not relying on that for for Health Data um we got a question in the chat uh from the Chrome uh he says do you think the Theos ordeal increased the amount of D due diligence happening generally in biotech and I would I would argue like probably not I think I think
the the actual you know traditional deep Tech biotech investors in the valley like almost unilaterally passed on the company because of their due diligence and I think in many cases they probably didn't even have to do that much right you call up a single uh she also was was non-technical yep so uh having you know this sort of uh very you know a non-technical Founder promising that she's going to do something that um that
the experts or other you know medical device manufacturers and and scientists have been trying to do for decades and been unable to and she says well if you just give me like billions of dollars I you know we're going to actually do it
you know you know I'm sure in some of these pitch meetings she's like yeah internal testing shows that were onet to one with uh you know with traditional you know blood testing right so yeah uh I mean there's a big question
here about who was really driving the the aggression at the company uh her or sunny balwani and during her case she her defense attorney uh made the uh what's it called the sengali defense saying that he kind of pushed her to create this narrative and and perpetrate this fraud wait tiger did uh tiger what that that was that was herh nickname for oh yeah yeah yeah tiger um and so uh I I don't know it's it's an open question uh
Sunny has not done any interviews uh but we got to hear his side of the case but um when when I look at like College Dropout firsttime entrepreneur I see that it's very easy for an investor or more senior person to go to them and say Hey look it's like like actually Steve Jobs faked it till he made it and it's okay to push the envelope a little bit but the the end product for Theos is not the device which they made it is the
results y um the the tiger thing I'll read out this quote quickly because this was one of the most iconic exchanges that that uh you know emerged uh during the legal process this was a text message between Holmes and sunny balwani uh it said Holmes uh or she's Sayang this you are you are the breeze in the desert for me my water and ocean meant to be only together tiger and balwani replies okay okay so he was he was clearly locked in
at least in that moment uh but so she was actually acquitted of fraud related to charges of the patient uh results uh but she was convicted um of fraud uh financial fraud and so this came down more to her repres her representation of the progress the company was making to investors uh her prison sentence was postponed because of the pregnancy um and although the start of her prison sentence was postponed Holmes says she
still wasn't mentally prepared to serve time as a mother with two babies she gave birth to her first child William just weeks after her before her fraud trial began Evans whom she met at a rooftop charity event in October of 2017
during the Theos Scandal presented a silver snake ring bought at a Taylor Swift reputation tour concert when he proposed to her a year later together they decided to start a family despite the legal Jeopardy that Holmes was soon
to face I asked him 20 times if he wanted to spend his life with me she recalls there were a million reasons why not although Evans is an heir to the Evans Hotel Group his family has not contributed to homes legal defense yeah so EV the the Evans Family is based in uh Southern California in the San Diego area and is very very very widely you know respected and and uh very you know big part of the community down there so
I think that the entire you know debacle was was very you know stressful in many ways given given um the son's relationship with with Elizabeth which clearly they they didn't you know fully support if they weren't you know putting up um resources to to help with the process yeah the timeline here is just crazy I mean 2017 is where the Scandal goes down I remember this breaking John kery Ru at the Wall Street Journal broke
the story and it looked bad immediately um I actually remember when I got to Silicon Valley uh my co-founder David was a biotech uh PhD Caltech and and Harvard guy and and I was like wait like why aren't we using any of your skills like we I I can develop software we're in you know white commentator Loosely like we're in the Silicon Valley area we should do like a blood testing company because you know about like blood
testing and then we looked it up and we're like oh there's already this company that's like ripping like we we we shouldn't compete with them isn't that funny great oh wow I was like yeah we should do some biotech thing because like you have a great pedigree here we're really not using you uh you know like you're learn you're learning all this business stuff from scratch I always forget that David is just the ultimate PhD Chad yeah just like you
know he's just chatting out but you know a more traditional manner but but but he he was like yeah it's like impossible like there's no opportunity there like it's it's not it's not going to happen and I was like oh interesting like you know it seems like they're doing well like they're raising money and he's like doesn't matter like it's the science isn't real he clocked it IMM that's why that's why usually you know even Sequoia
wrote a big check into FTX right because you could use like yeah there were questions about Sam the idea of you know if you wouldn't want Brian Armstrong owning coinbase and like actively running a billion dollar hedge fund and trading against the users constantly like there's some obvious sort of ethical reasons why you know maybe um SS uh SPF you know shouldn't have been doing that uh you know even prior to to the other issues that
happened but um but at least in the FTX situation there were happy FTX users there were you know you could you could you know at least demo the product and say okay this is like this is a real thing uh and and so that in in in some in some ways I'm sure contributed to a bunch of the best Silicon Valley investors and crypto investors piling in capital into that company but that just didn't happen like the the funny thing
is like rert Murdoch is like very influential connected huge access to resources but if he is seeing a biotech deal is is very bearish right and he at the time should have been asking himself why did the entire West Coast and fund managers representing billions of dollars of capital you know pass on this company and like why am I getting the opportunity but I'm sure it was his ego being like yeah of course I would invest
in the next you know the apple of healthcare right it just makes sense yeah yeah yeah it it's it's also like I mean even the tier one Silicon Valley like Tech VCS are not the go-to shops for biotech growth fundraising like are you familiar with the flagship pioneering model I mean they've just had like Banger after Banger basically they they have almost like an incubation model so typically it's like some PhD Professor level like 20 years of
research in a particular molecule or particular uh technique uh crisper or some sort of really fundamental analysis that's like almost Nobel Prize level and then they take that person and they immediately pair them with like worldclass CEO MBA type and then they put a ton of funding behind it they IPO the company uh Mna went through this with Stefan benel uh it was a spin out and I think Flagship did the deal and uh
and took that company they were actually called the the next Theros because they were very secretive and the CEO was saying that they're going to cure cancer and create like a vaccine for cancer was giving Ted Talks and everyone was like what's going on here this company hasn't produced anything and then the covid vaccines uh happened which are obviously controversial but uh the stock ripped and it was like a fantastic investment
for Flagship um and they did very well uh it's funny that uh I don't know what how prison works these days but Ben if you go to the the second slide here uh there's a photo of Elizabeth Holmes her uh partner Billy Evans and their two children on a beach in La Hoya and I didn't know you could just go out and do photo shoots on the beach like it's pretty pretty nice that you get to get out and so that was for the New York
Times so that had to have been during the like right before she went in yeah that must be they don't let they don't let prisoners convict okay okay yeah yeah yeah yeah that makes sense and so uh yeah can you imagine that exchange
he's talking with you know whoever I don't know how it works honestly yeah well like you don't understand it's People magazine it's People magazine I you ever got an opportunity to for profile in People magazine gotta let me
out uh and so the People magazine does a good job of telling the the condition that she's in while home Shivers from the frigid air conditioning and picks the nuts out of a bag of Trail Mix she says she has settled into the dormatory style prison routine each morning she wakes up just after 5:00 a.m. on the grind jao willink style uh eats fruit for breakfast and then does a 40-minute daily workout lifting weights rowing and
running on a track she's grinding grinding I like it get back in the uh by 8: a.m. she's at the education building earning 31 cents an hour as a re-entry clerk helping women slated for release write resumés and prepare uh to apply for tax credits and other government benefits I bet she's pretty good at that um she also teaches French Classes pretty can you imagine if she spent a decade just just deep in the science
James Cameron Style 100% agree and I want that to happen like if she's the real deal publish some research publish some blog post even just give us you know your take on the latest science like break down crisper like study this stuff and show us that you're the real deal and that you actually understand the science and you'll win me over but as long as you're you know just talking about the personal side it's like it's a
lot harder to take you seriously as hey yes you were you were really uh a student of the of the craft that you were building in and just got over your skis it's like did you ever understand the science because if you did you should double down on that and come out with a banger thesis based on a ton of research find something that's undiscovered in in the scientific research and uh drop a bomb on us Elizabeth I'm I'm ready I'm I'm I'm
listening um so many of these women don't have anyone and once they're in here they're forgotten between roll calls five times a day Holmes also works as a law clerk helping women secure compassionate release and the for for
their Court cases holes says she was uh was raped at a college fraternity party and testified at her Theos trial that she had been sexually abused and manipulated by her codefendant balwani this is the uh this is the uh uh the
sengali defense that he was manipulating her and you can kind of see that in the text messages like it is a sympathetic case uh she claimed he controlled everything from the food she ate to her daily schedule and kept her away from her family kind of a uh I don't know like some cult situation uh I wish that I left I wish I had seen the abuse or I understood it and why I didn't and I'm finding peace with all that if I can
break uh it can break a lot of people and I was able to rise through it as best I can Ban's lawyer did not respond for a request for comment once a week homes attends cognitive and behavior behavioral therapy for PTSD she also counsels inmates who are survivors and it helps her find meeting in her incarceration human beings are not made to be cells it goes so far beyond understanding I'm trying really hard not
to tear up right now I'm trying to grow as every moment matters and if one person's life can be touched trying to help them in a crisis it matters she's on a largely vegan diet although she has added salmon and tuna after becoming anemic in her first year in prison yeah it' be rough to be in uh she's reading a lot she read Harry Potter Rick Rubin the creative act and Cherry hu is it somewhat surprising that that they have
salmon in a prison like this why I don't know that doesn't seem that crazy I don't know it's just got get protein from somewhere certainly not certainly not the least expensive you know fish you know you get I don't know but uh oh well uh well she's scheduled for release in April 3rd 2032 she'll be on the show April 4th hopefully we'd love to interview her and see what she's cooking up in the biotech world next Maybe
someone will acquire the Theos IP something fun with it what's your last take before we close out I'm very confident that we could do a we could do a holes prison interview episode um if it ever made sense but we'd like to see
uh we'd like to see the research first we'd like to look at you know the data we'd like to see I think it's awesome that she's trying to help you know help people from within the walls um but we want to see this science yeah
I I I want to put her in the ring with a couple biotech phds quiz her on a bunch of stuff Pop Quiz how does crisper work you know see if she ever cared if if she gives some good answers I'm willing to she's saying that willing to forgive saying that uh she's gonna when she gets out she's going to fight for reform of the criminal justice uh system she recently drafted an American Freedom Act Bill a seven-page handwritten document
to bolster the presumption of innocence and change criminal procedure this will be my life's work says home so it sounds like she's going to abandon biotech and and focus on this um and maybe you know maybe she can have a positive you know real positive impact there so uh again everybody uh everybody's doing their best sometimes their best is terrible but uh you know hopefully hopefully she can hit a good trajectory it is a fascinating story
though it's captivating I I see why they made a show out of it I see where they're making movies out of it it is wild well let's move on to some good news hadrien has announced Atlas uh Zayn a good friend of the show says I've said it before and I'll say it again Domino's Pizza Tracker but for manufactured Parts probably why the difference in pay and he shows the Domino's Pizza Tracker he wants to know if he's manufacturing a part when is he
going to receive it where is it in the Manu ufacturing pipeline hadrien delivered if you can track a $15 pizza in real time why not your $155,000 machined part we fixed that and so uh if you're a Hadrian customer now you have access to Atlas you can track all the parts that you're uh that they're making for you and see where they are in the pipeline we're good friends with Chris and hadrien and uh wish him the best
with this project you got any takes Jordy I mean it's very cool there's just so much uh if you've ever you know got anything manufactured anywhere it's just a lot of email and PDFs and uh you know uh call calling people up and saying where's where is this thing uh you know and so it uh makes a ton of sense uh it's it's cool that hadrien that this wasn't actually the problem they were trying to solve like they're trying to
solve sort of the more base level like let's just make these things uh faster better cheaper here in the US but uh it's great that now that they've sort of established that they can start layering on these features that are going to make it you know world where why would I order you know this part with somebody else when you know I can get it and have like linear visibility into how it's getting made the timeline and things
like that so very cool to see and this is like going into more of this like vertical like these sort of verticalized businesses that are doing the the production and they're not saying oh we're just going to use this random you
know order management SAS app that we bolt on or we're going to use Salesforce we're going to actually own the entire stack from the actual part being manufactured to the delivery to the end uh end uh purchaser so yeah very cool to
see and YouTuber who Chris has just been Chris has just been such a legend in his support for the show uh I've never met him personally but um he's absolutely uh exemplifies brother Behavior so I love to see hadrien win yeah I saw a a screenshot from a YouTuber who uh is one of those like uh Builder DIY hacker types that builds like physical like kind of gadgets like oh I built a robot to you know make pizza or whatever just
like fun little YouTube uh projects uh for the kind of mechanical engineering folks and uh she tried to get a part made she contacted five manufacturers in China five manufacturers in America five manufacturers in Europe no one in Europe even responded uh there were like three quotes that came back from America and they were all too expensive and too slow and every single person in China gave them a super low gave her a super low
quote in two seconds and it was just kind of like a another anecdote of how important what hadrien is doing is to America and the fact that we really have fallen behind on like the machine shops if you don't have uh a standing relationship with a guy who just knows how to make that part and they might be retiring uh you're going to have a go um but let's stay on yeah there's something that's something that uh you know we we
we throw a little bit of shade at the CCP from time to time but uh one you know looking at the actual culture on the ground in China this idea around response rate matters timeline matters speed their generalized you know sort of startup and just like business culture over there is just so uh friendly to customers and that let's get this to you as as uh cheap as possible as fast as possible and you know they make really
high quality stuff right the whole narrative that Chinese products are are are low quality is just no longer the case yeah yeah it's all it's all over the place I mean teu obviously the lowest quality product possible uh did
did I tell you we got duped by Teemu right after we did the Deep dive they must have been listening because I ordered a uh a wireless headset that I'm wearing right now on Amazon and it arrived and it's a Sennheiser product it
said Sennheiser I bought it we get it we try and set it up and we're like this isn't working it doesn't have the right buttons it doesn't even say Sennheiser on it what had happened is someone I guess the scam is they buy the product they swap out swap in like a teu clone uh and then they return it and then it goes back into the Amazon inventory system and then we receive it and we're like this doesn't work and so I wound up
just buying it on B&H and it came a couple days crazy um but I always any anytime I return uh something you know an Amazon purchase you can like drop them off at a Whole Foods or whatever yep yep I'm always shocked at the lack of you know emphasis from the team on just saying you know I'm always returning like exactly what I ordered but there you know I could have just put like a horse head in the box and they would accepted it so it's customer
friendly which is cool but uh yeah can definitely be abused uh well let's go to Ted man he has a startup idea the port of Elsa gundo a fully automated container port to compete with inefficient ports of LA and Long Beach he's raising a billion at 10 billion post let's give him a little size gong for that uh why ad Aiden go guo says why isn't this feasible realistically Ted says I don't know but I'm interested in
finding out I would be interested in finding out yeah I mean if you've been to Dockweiler the beach right there it's just in front of this uh sewage treatment plant and so it's not like if you built a port there you would be destroying the value of homes that have beautiful views like the sewage treatment plant or the I guess water treatment plant doesn't really care probably about that so I would love to see a port built there I think that's an
awesome idea Ted and good luck yeah so one of the push back that some of the push back that you're going to get is the entire surfing community in elig gundo will come out in full force to to make sure it doesn't happen and you know obviously you know environmental stuff but this actually happened before they added a uh Dana White uh not Dana White Dana Point um okay always UFC always on the mind uh Dana Point used to have the
best surf break in Southern California it was this iconic break and they put a port in in Dana Point and it just went was gone completely and so um you can watch crazy documentaries on on the whole history of that uh but Surfers are very triggered anytime you start doing sort of like actual infrastructure development near surf spots and and I grew up actually surfing uh in elund at Alo which is just south of of um Dockweiler uh why not do more
geoengineering let's let's put a port in that takes a break away and then let's dig out a massive trench that creates a Naz nazer like 100 foot wave right off of Santa Monica big wave surface you can actually create Waves by sinking boats strategically and so maybe you could do a TR where hey you can build the port but you have to uh anft an aircraft carrier that just completely changes the the surf brake and just turns it into
the best surf stot the world I love that in in high school I worked at a surf shop and we were actually trying to at one point explore like intentionally sinking A boat like at this one place that was got really good swell it had the right wind direction and um but just didn't have the sand bakes so we like seriously looked into it economics of like okay if we get you know 50 of our buddies to like chip in for an old boat
and then like take it out there and sink it yeah I mean a lot of these things have like second order consequences that you need to be really careful about like in Dubai when they built those islands I think there was a lot of silt and it basically kicked up a ton of sand and killed like everything in the region basically and it kind of ruined scuba diving for a little bit maybe um but at the same time uh in uh truck Lagoon in
palow uh dur in micro during World War II uh the Japanese had you when you said truck Lagoon in palao I just like okay are you just completely making stuff up no no no this is a real story so so the Japanese had uh a whole Fleet of fighter aircraft uh zeros that were stationed on this island uh towards the end of World War II and the war in the Pacific and they had Intel that the Americans were going to come and bomb The Landing Strip
and blow up all the planes cuz the American bombers had detected that these planes were vulnerable and so the team uh like the the the Japanese Army or the air force uh didn't want to lose all the planes they said hey if we lose a landing strip we can repave that potentially but we don't want to lose all these planes and have to remanufacture them so what they did was they took all the planes and they sunk them to the bottom of this shallow
Lagoon and they were like they'll get all wet for a day or two the bombs will come we'll repave and then we'll be able to just crane the the uh we'll crane the the the planes out dry them out and then we'll need to clean them and stuff and get all the water out of the engine oil change but then they'll be good to go and we'll be able to go on the Counterattack right but the war ended and so those planes were never like
retrieved but it's created this incredible artificial Reef that has created a ton of fish life and it's one of the best scuba diving spots in the entire world crazy yeah and I would not I would I'm environment for a little bit but now
it's just fantastic for basically everyone the scuba divers enjoy it the fish enjoy it everyone's good I would not think that you could I mean I don't think you could drop an F35 in in in salt water for for more than you know 10
minutes without just completely destroying it at this point I mean the electronics are a different Factor now uh back then very analog and so you dry it out and you're pretty much good as long as the the oil lines are good and everything's the Pistons are cleaned out and stuff it's crazy that you could do this the first the first flight back in a in a plane that had been submerged in saltwater for you know 48 hours would
have been a little hectic but yeah a lot of those guys were willing to put it all on the line anyway so you know what's a little kamaz anyway let's move on to Anarchy fan of the show Anarchy says uh is uh quote tweeting six levels deep here we got consequence uh 15 out of 23 monkeys implanted with Elon musk's neurolink brain chips have reportedly died uh Broly says why must I a stem major take an ethics class terly online
leftist says Evergreen and Anarchy closes it out by saying that's why we test on monkeys LMAO uh update it has been brought to my attention that the monkeys were already terminally diagnosed so perhaps eight monkeys had their lives extended and this has been one of those narratives that's been going around with with uh with uh nurlink for a long time and the nurlink team actually is goes way way above what most research clinics do in
terms of like monkey safety because they know that they're going to be such an attack Vector but it's just such an emotional story that it goes viral like every week basically like oh they're abusing monkeys um but uh fortunately the monkeys live very good lives at over at nurlink and they uh uh and they get to use MacBooks which is crazy yeah I was talking to one of the nurlink guys and he was just like it's the best place
to work in the world because you walk in and there's just a monkey on the computer and I was like yeah that sounds amazing we should we should really try to get one of them on the show uh at some point play Pong against them see see who can win they're probably they're probably cracked at I mean we can get Nathan on the show I I've texted with him before he's a good dude he's the first neuralink patient P1 uh uh
paraplegic quadriplegic I'm not exactly sure the term but uh has been regifted this ability to use the computer and can tweet and play Civilization and uh play games and it's a it's truly like a magical wonderful uh technology and I'm I'm I'm very excited for it and uh obviously it's going to be slow obviously there's going to be a lot of things to do I mean the nuring team when I've talked to them they said like yeah
it's going to be like 50 years maybe until this is in like you know an average person who's healthy but uh in terms of in terms of seeing it as a true medical device for helping people that have a serious serious disability
uh the impacts already happening right now and uh I'm I'm I'm it just makes me it just feels incredibly futuristic incredibly positive and something that uh needs to be rolled out everywhere uh well let's go to some other amazing News
America is back on top of go the lap records at five different uh courses the Chevrolet ZR1 uh Unleashed uh was Unleashed on five of America's best tracks Road America Road Atlanta virs full course and Grand course and Watkins Glend with GM employees and Engineers behind the wheel I love this they don't get test drivers they get GM employees the guy who broke the speed record I gotta I gotta potentially put it truth they can employ
yeah of course of course but but the guy who did the speed record in this car so uh if you don't know uh Chevrolet the uh uh the the uh the Corvette has been a historical American front engine muscle car for uh Generations at this point decades they're now on the the uh zo uh the sorry the C8 uh the C8 transition from a front engine to a Mid Engine a rear engine I think Mid Engine sports car so it drives more like a Italian
Ferrari or or Lamborghini at this point uh and then they have a number of packages and upgrades and the ZR1 you can think of it as like the GT3 RS like almost the track focused uh but still road legal version of the Corvette uh C8 and so uh the C the C8 they really went all out on this they gave it over a thousand horsepower and typically for a long time American cars just car just car makers in general have kind of given
up on the on the highspeed records uh they just don't even go after them anymore because Bugatti set the record so high at like 250 mph there was no real point but uh Corvette wanted to and the team over at Chevrolet wanted to break something so they made the fastest American production car I think this ZR1 goes uh something like 223 miles an hour and that test you have to drive straight on a on a track and then you have to
drive the opposite way so the wind is adjusted for and the guy who did it was like a vice president at the company uh so yeah I I'm sure he's like a track driver he's like very EXP but he does have a daytime job at Chevrolet and it's very cool to see them do this some of the lap records are incredible and fantastic and they made a whole little documentary about it so congratulations to the Corvette team and the Chevrolet team Jordy what's your
take on the on the Chevy ZR1 yeah I think so I think we need to put this in context please uh they uh were basically rent racing against times set by the GT3 RS and the GT2 RS and maybe a GT4 RS but I know for sure gd3 and the gd2 so these are tracks that Porsche has historically been absolutely dominant on um and so to come out and put up these times is uh just incredible uh I I've never been a uh never been an American muscle car guy
you you have a a more uh meaningful appreciation for them but uh but I but I I'm very excited that to see an American you know manufacturer competitive here and putting this emphasis on a car that will basically be in the superar category it's it's it's hard to call a um you know one of yeah ZR1 a uh superar uh for me but it certainly is when you're putting up numbers like this but at the same time 200k and yeah I mean
America has a long history with the muscle car but I think America's kind of locked that up in the sense that you have Mustang GT gt350r uh the GT500 you also have the Dodge Demon which is like the ultimate muscle car and then even a Tesla Model S plaid it's not a track focused car but it goes 0 to 60 in two seconds so it's again kind of an American muscle car I love that Chevy was like hey let's go a different direction and try and get into
the more uh rear engine sports car hyper car Supercar market and reposition this classic muscle car because there's enough exposure in the American market and so I I think it's really cool I think it looks fantastic the other thing is is the ZR1 is basically less than half the cost of the cars that it's racing against and so you're making this ridiculous performance accessible which is awesome yeah I love it great great
daily great commuter car uh wherever you are in the world it's if you're an American dynamis investor you're trying to tell a story about revitalizing American Manufacturing you don't want to get caught in some Italian or British or German is this americanmade some of their stuff is Mexico right I don't know but it's an American company yeah I I think this I think this is probably made in America um yeah at least modified in
America uh let's move on to uh uh Nik you're right it's uh it's made in Kentucky made in Kentucky let's go couldn't be more American than Kentucky I mean the perfect three-car garage right now I think is probably new Tesla Model Y for the daily it's got the self-driving throw the kids in the back no problem then you get one of these as your sports car take this out then you get the the land yacht the Cadillac
Escalade and you're pretty good then you got your you got your weekend car you're you know you're going to the mountains you need a big land yacht and then you got your little daily self-driving car and that's you do you you build out your
American stack and I'll stick with my German stack yeah and uh yeah you'll be at the dealership getting a service every two weeks and uh I'll be driving my Escalade in the apocalypse because we got reliability on
our side in in America you know you you get your Ford GT you got a problem with that you take it down to the Ford dealership they swap it out oh this uh your mirror broke yeah they'll be $25 oh your rearview mirror yeah it's
the same one in the yeah it's the same one that's in the the Corolla we got to we got to do do more on Ferrari they they're spiraling right now there's there's a post in here we'll get to it in the timeline yeah let's move on to
token maxing from nun Kari I believe he just departed his uh his Venture firm uh he says token maxing too many Founders and investors are obsessing over margins at the earliest stages instead of focusing on building the best product with series a getting harder I get it everyone wants to show good margins but right now use as many tokens as needed to give customers confidence in your product the cost curve on these models
is dropping so fast that margins will improve automatically what won't improve your chances when a second mover Builds on better Frontier models from day one you can optimize your models architecture and prompts later right now just really nail the experience and reliability so he's not talking about crypto tokens he's talking about AI tokens and he's saying you know use the best model spit out a ton of reasoning
tokens doesn't matter your margins don't matter right now get product Market fit get lock in get established let your brand be known as the company that delivers on their AI product as opposed to uh a company that you know uh has sub
subpar results yeah right now every single sort of Enterprise and consumer category in anything gen related is deeply competitive right it doesn't matter what you're coming up with you either already have five well-funded
competitors or you are about to basically and so I think this is good advice it certainly puts companies in a uh you know sort of very risk on position where you're saying hey we just raised this you know seed round and we're basically if we want to scale quickly we're goingon to have to spend it in the next you know 12 months which is typically like a much tighter timeline than than people want to see right you want to be positioned so that
uh it's it's never great if you're having to raise money you know 9 to seven months before you're out of cash because it just puts this pressure on and then you're getting to the point where even if you get a term sheet um at that term sheet stage where people want to do the deal you're still staring down the barrel of a gun being like we have you know weeks basically uh to actually get this done and closed and and all
that stuff can drag on so I wonder if uh companies are going to deal with like degrading performance like you know how there was those times when it was like oh like Claude feels lazy today or like chat GPT got stupider somehow and I
wonder if there's a world where you you install some product and you're like this is magical it's completely doing all my like AI sdrs or it's it's filtering my email and summarizing everything perfectly and then once
you're installed as a client they're like degrading you to a lower lower inference cost and you're like wait a minute like that email that that AIS SDR sent was terrible and they're like well yeah like we wanted to get squeeze more margin out of you and so there needs to be like almost like an audit on the AI tools that you're using to make sure that give me the dumb don't give me the dumb tokens yeah and and and don't don't
downgrade me to the dumb tokens once you have me locked in a contract if I'm in for year I want the I want the the the 03 High Max Capacity on every single inference yeah the uh the the the positive thing here and he calls this
out is that it's not like everybody's predicting that the token cost is going to drop it already has so substantially deep is just another example of that where you know when deep seek launch people are like think about all the
stuff you can do when when inference is basically free right and so it's a good bet to take right now because again if you you know focus on margins now the product quality is lower you're going to get smoked by the switching cost uh right now is fairly low for a lot of these tools and people have an extreme willingness to try new tools so yeah your competitor comes out with the same you know core product and uh you're
going to get smoked so let's move on to Andrew Reid he says Hashim from Greylock has all of his realized losses from 20 years of investing tattooed on his arm that's sick I need to see a picture of this how how crazy would it be if it it's a I'm imagining it's like four companies but that'd be hilarious if it was just like his entire he's just got a massive sleeve because he's just been ripping seed checks uh you know 100 checks a 100
checks a year or something uh I I I thought this might be a joke as in he's been a later stage investor he's never he's never realized the loss maybe and so he actually has no tattoos and Andrew's just making a joke about it but I don't know yeah so this is just a very low Tam Banger uh Eric Eric Riner says nice niche audience but I like it and then the other guy says or he says no ink was used in this process so sounds
like he has no no realiz losses uh to date yeah I think that's possible although how can you possibly be an investor for 20 years and never realize loss you have to be later stage right or maybe you just sell secondary like
Savage Conant mean something like look look at look at Sequoia statistics I think yeah I don't think they I think like 1% of the companies they've backed have not like resulted in a some sort of exit you know yeah but there's still
like like also like what's the difference in realized loss here because a zero is different than a realized loss like it it would be easy to be like well yeah we we we sold this company we got stock in this other company and then that went down and so we realized like a 10% loss by the time we you know can you if you're acquired by another private company and its majority stock then you could wind up taking a b you could make
the case that we haven't realized this loss because if this other company does well we're going to make it all back right yeah also I mean anything below the the the the Benchmark for the market in my opinion is a loss you know if you're not beating the average you need to tattoo that on your body I don't give me oh yeah there's company returned 1.5x you're getting the tattoo for that that's not a 5x that's not a 10 bagger
oh yeah we doubled we double oh yeah well we're not in the game of doubling here yeah get the tattoo have higher standards yeah higher standards uh well speaking of the highest standards in the game perplexity is working to sponsor an F1 team but they got blocked by Oracle uh Kylie Robinson writes scoop so you're hearing it here first uh perplexity has been in negotiations to sign a sponsorship deal with Red Bull Racing
worth $5 million a year but after both parties had agreed to the terms the deal was blocked by Oracle the team's biggest sponsor which is very interesting two issues at the are at the heart of the conflict Oracle has made a bid to purchase Tik Tok and perplexity is a rival bidder Oracle is also a backer of Stargate the $500 billion project to build data centers for open AI which competes with perplexity it doesn't seem
like Oracle and perplexity or indirect competition but I understand how they might want to uh yeah uh uh Flex their mus no this is be a little be a little sharp elbowed what do you what's your take I mean when I when I read in to this you know when I saw this headline uh great scoop great scoop by the way great scoop you know we love we love a a tech adjacent F1 story absolutely I I think this is more you know oracle you
know uh open AI went from being you know betting on the Microsoft relationship and they still have a really deep relationship Microsoft obviously owns uh a large amount of the company um I think this is more about Open Ai and
perplexity being directly competitive right now that you know open AI is basically saying people are using open AI as like like lexity is positioned as an answer engine y chat GPT also acts as an answer engine but they just have a
different knowledge cut off perplexity is knowledge cut off is like you know more real time effectively you can say like you can ask it about what's going on you know like what of many of the chat GP models have that little search button that you can turn on and then it will search the internet actively and give you kind of up-to-date answers but it's not the product isn't designed that way so I just think this is like Sam
like the other the other Factor here is Sam uh the perplexity CEO worked AR worked at worked at open AI yeah and yeah um early early open AI employee um chat feel free to fact check me on that but um I'm pretty confident uh and he clearly hates Sam uh and and so basically once a day he's posting some some sort of like shade towards Sam and open AI or yeah you know sharing something about the the open AI
whistleblower you know he's sort of like they clearly have beef and this is not that I'm sure perplexities deal with uh Red Bull Oracle racing would have been a relatively small logo right like yep and and so I I have to imagine this is like could easily have been Larry Ellison asking Sam hey uh do you mind if we were you know like hey they want perplexity wants to sponsor Red Bull Oracle racing and uh you know Sam's just like
absolutely not you know yeah yeah yeah totally possible the other thing here too to to be clear like perplexity integrated deep seek into the pro into the product into their product as well Y and so that's just another reason that
if oracle's betting on Stargate and open Ai and putting tens of billions of dollars to work with Sam Alman they don't want to have association with a you know adjacent sort of indirect direct competitor yep uh when you said
you know chat can correct you I was thinking you know how chat GPT owns chat.com I feel like X should get the handle at chat and you should be able to just tag like chat is this real and then grock would respond and create like so it's like sharing public grock content and you have a conversation with grock as a participant in the X feed uh I thought that be for them to do I don't know who chat but I thought that would
be a good uh a good little further rivalry for the two one of them can get the Doom one of them can get the at handle and they can duke it out uh but let's move on to uh the what do we got here this isn't working uh the fit Nvidia GPU belt Hamp Hampton shares a photo of a woman wearing a GPU belt it looks like she also has a GPU phone case and a wonderful maybe cardier Santos there as well uh really really styling in this
photo uh but very cool very cool to see uh Nvidia gpus break into the fashion world uh Jensen Wong obviously a fashion afficianado with his leather jackets very iconic uh maybe he should come out some Nvidia GPU chain mail for the next for the next uh Nvidia mail czy bulletproof bulletproof jacket made of uh you know blackw chips that's what if you're looking for a Valentine's Day gift uh this belt isn't for sale but uh GPU purse.com
was mentioned underneath here uh there's a woman that makes purses out of gpus uh you can get a basic one for $1,000 and you can get an p00 for $64,000 something like that uh I think the I think the basic GPU purse is uh
$1,224 1024 very cool uh gift they bu the AI investor yeah the cooling fan in there so if you're a female uh uh AI investor I think you got to have the GPU purse certainly makes a statement when you're out at the founders happy hours
uh but let's move on to some controversy in Hollywood the IMAX versus the standard debate Alice Maz says still amazed the movie companies made TVs are square but only in theaters can you see rectangle a slam dunk marketing strategy and then a half a century later somehow pulled off TVs are rectangle but you can only see Square in theaters and it really is hilarious that they went just back and forth and back and forth here
but this image if you're not watching the stream uh it's from Dune and it is crazy how different the IMAX version looks from the cropped version uh maybe we should shoot our show in in IMAX uh and and demand that people see it in the theater I think that'd be good true com many to theaters near you I've always been frustrated with IMAX like it became this marketing term there's actually like a real definition of what an IMAX theater is it has the
ability to show these Square images there's one at Universal studiio Hollywood but then they licensed the name out so IMAX could mean just like a slightly bigger screen or better audio and it became they really muddled the brand and when I think IMAX I want the movie to be shot in IMAX and then I want it to be shown on IMAX screen and I want everything to be the full chain of production needs to be IMAX same thing
with 3D for a long time there were companies that would shoot the whole movie in 2D and then they'd pay people to go in and rotoscope and cut out all the different layers and make it 3D after the fact as opposed to Avatar where James Cameron is literally shooting Avatar with two cameras to make it 3D from start to finish the whole movie is shot in 3D and it looks way better and it made people hate 3D because they were like this is crappy
looking speaking of movies we got to organize some uh brother you know movie events Ben had an idea he texted me about this what what did the accountant 2 the accountant to uh Ben Affleck the accountant gets a sequel n years later the accountant 2 opens in theaters April 25th after World premiering it South by Southwest watch the official trailer here uh I think that's going to be a great movie for for the boys uh so stay
tuned well we can do them in in a few cities we can do SF La New York go buy a bunch of tickets on Fandango they're refundable then go through your text messages text every dude who's in the same city as you hey we're going to see the accountant to this date this time this location are you in or are you out and then where suit and then uh you know you you'll get you know you'll send out 20 messages eight guys will be in 10
will show up you'll refund the rest of the tickets you'll be good and you'll have a great time and it's way better than uh being a degenerate and going and gambling on sports or drinking or winding up in the back of some limo
running around uh Nashville that would be a disaster you wouldn't want to do that yeah and so avoid avoid uh well speaking of of Suits if you're going to wear a suit to the movie theater you should definitely uh wear what we're
promoting today Laurel Piana uh crafted with an appreciation for Laurel piana's master of fibers and raw and sourced raw materials from Fiona's Gardener's Farm to the Mason's final garments pakora Nara is completely traceable throughout every step of its making and so yeah people uh Laura uh a lot of people don't know this you can go buy fabric from Laura Piana and then take it to your preferred tailor and they can use that to make a
suit in uh you know completely bespoke and you know and customize you know every element of this so I I just did this with uh J muser you can also do this you know John John F's fantino label can do this for you as well um so uh you don't need to go buy uh Lowa Piana ready to wear at the store to wear their fine fabric so get the get the money counter out when you're ready to spend some money on on uh lauro uh well let's move on to
this fantastic post from Navin raal this is one of the funniest and most amazing posts I've seen in a long time uh so this is uh this is one of the co-founders or Executives at data bricks the what 60 billion doll uh tech tech company uh he says I have a ton of fomo about the data AI summit we're putting on at data bricks I will not be there since I've got my hands full with this super bummed but it's going to be an
amazing event and so he is going racing in this incredible car and he can't make it to his own his own AI Summit uh which is absolutely wild this is the only I don't want to hear oh I've got some family trip or I've got you know my cousin's wedding I can't make it to my own conference I want to hear that you're you know you know making a run at L man you know and you need to be in he's doing doing the 24 hours oh so this is okay L car
yeah this looks right at home UHC this thing is beautiful I I wish they made more you know sort of street legal lemones cars because this thing imagine imagine driving this to the grocery store I mean you just sound like someone who didn't get an Austin Martin Valkyrie allocation yeah I think it's a skill issue skill issue if you just talk to your could have gotten the valkyrie and you would have looked like this pulling up
to aan yeah valky is fantastic but I wonder does does it say any more details on on how how this was manufactured or is it I have no idea I think there there are a number of teams yeah we got to have them on the show to talk about this because this is fantastic we I posted uh a comment about what um about what makes for good way to attract VCS I should have put uh an PE car lamon great time and a lot of endurance at the 24 hours
lamon uh but I said what actually attracts VCS is uh the ability to drive stick a good nurburging time to being down to do the DAR owning a McLaren F1 being good at drifting a solid Pikes Peak time funny Gumball Stories being a
beast in the simulator actively being on an F1 team multiple Grand Prix wins and and ideally seven F1 drivers championship titles and so naven is well on way I understand why Founders fund uh ripped into the company I understand why
so many tier one VCS have been clamoring to put their money in data bricks with a guy like this on the team somebody who's ready to endurance race uh at lemon uh you can't go wrong so very bullish incredible let's move on to Dylan Patel he says the new open AI model specs allow for sexual content as we speak millions of third world annotators are being tasked with the kinkiest role plays uh hundreds of thousands of AI
judges are being spun up to provide reinforcement learning for synthetic furries the market opportunities are endless and uh I guess open aai redid their prohibitive content they said prohibitive content should never be produced by the assist in any circumstance including transformations of user provided content to maximize freedom of our users only sexual content um involving minors is considered prohibited and uh there's a little push
back here uh Maine says please read the next section sensitive content may only be generated under specific circumstances um and uh in general they don't want the model to respond with erotica uh but we'll see how this plays out and I'm sure you'll see it on the timeline because people will get the model to do all sorts of funny things and post it for for uh for likes and Impressions I mean uh this is the KN the
natural you know open AI can't let character AI just run away with all the erotic uh you know this was bound to happen at some point people don't realize that everything that people are doing with open AI open AI will do eventually like that does seem to be uh the the only thing that they don't seem to want to do is all of the reinforcement learning and offshoring and things like that right so stuff that sort of like you know doesn't touch the
user right they don't necessarily care about you know um except you know data centers but then um naturally if they see character AI with you know billions of visits a year they're going to eventually sort of move in that direction or allow the product to be used in that way and probably smart for them to just focus on these sort of more you know uh PG consumer use cases of how to do your homework uh you know helping with homework or writing or
marketing copy or things like that but eventually you know you know they'll support you know seemingly everything yeah I saw Justin Mo are some videos from Tik Tok of uh women who had essentially jailbroken chat gbt to some extent to create kind of a not erotic but just generic boyfriend or kind of a like a a more of a more of a personality character that they could talk to for a long time and they were having a lot of
fun with that uh it'll be interesting to see where it goes I'm sure we'll see lots of examples uh but let's move on to Reggie James good friend of the show he says one suggestion for Elon Musk fre of speech on this site is great but the agency around what I see is horrendous the foru feed clearly has an agenda and that's fine many foru feeds do but two powerful features give users more agency allow people to make their lists their
default feed you can actually do this if you use it on web and you uh install this uh this thing called social Focus as a as a browser add-on it kind of degrades the experience but you can actually mute the foru feed and just use a list or just the following tab if you want but it requires actually modifying the HTML and this plugin it's very janky and then he also says opening up the tuning of the foru feed in settings so
users can see more of what they'd like and Arman says why be in your own Echo chamber when you can be in Elon and yeah the feed it it's honestly like great one week and then terrible the next week it really feels like it's all over the place and I think that also affects like post performance just from tech people like I I think we've certainly felt like oh today like like the posts just aren't doing well maybe that's on us but also
maybe the algorithm I get messages from people every single day being like what's going on you know am I Shadow Bann yeah uh you know uh there's like this weird balance where when you're posting your if you're posting a specific type of content from a specific lens you're acquiring followers that want that kind of content and so if you change the content that you're putting out your engagement is going to drop
because you need to find new people that want that kind of content and you know maybe you're hopefully attracting like a generalist audience that's generally interested in a lot of the things that you know you want to talk about but yeah
there's a lot of factors at play here I think you know I think these two suggestions from Reggie are awesome y they make a lot of sense uh I would like to have them I think that the EX Team would look at this and say
that's great and all but if we encourage that we may see a 30% drop in overall user activity because there's this again this um sort of balance between stated preferences which I want business content and I want educational content and I want stuff about Ai and then the revealed preference which is uh Montoya Montoya yeah the and reality everybody's like you know uh if we put out a video that's you know breaking down uh slow
launching their new Creator fund and then you know the user can kind of see the next video is like Montoya or whatever you know like freaking out it's like it's difficult to compete with him you know he's got the attention of the
world so um yeah and and and I do you know I feel like I was lucky to come on on the original Twitter at a time when I would see basically 100% content from yeah other sort of business people investors and maybe they would post
something like about F1 when F1 is happening and you see that but then it's just generally the feed felt more like a professionalized like that was what I was there for and then now the one one challenge I've had you know every activity that you're doing on the app affects you know what you're going to see in the for you page I started just for Banger archive when I would see like a post that got like 150,000 likes I
started just copy and pasting it into a uh into a Notes app and I realized that I was training the algorithm to think that I really wanted that cont now I'm like I don't want to I'm not GNA keep doing that interesting because I don't want it to think that I just want that kind of content like I'm fine with like one out of 20 posts being some viral slop but I don't want it to all be that I also noticed that I think the algorithm
it it it sorts everything and ranks everything but eventually it runs out of like Tech content and so what I'll notice is like if I haven't been on for a while I load up the feed it's actually really high quality good stuff from Tech and business people that I really want to engage with and then as I scroll down after a while I run out of that and there's just not that much more content and then it'll be like well like why
don't we just show you like this you know politically enraging thing or this Sports thing or this viral moment or this uh reality TV drama and it's it's not so much that it's like yeah it's like it's not really like you want this
the most the algorithm is just like hey this is the best thing I got for you right now because you ran out of tech content that's when I was 22 I distinctly remember running out of new content on Twitter which is basically
the cardinal sin of a social media app right your user wants to be using the app because they're addicted and you're not providing for them you know it's like it's it'd be like turning on the TV and CNN is just blank yeah the answer is for tech people just to post way more just post more and over overload the feed lot people have a lot of people have this you know sort of thing where oh I already posted once today or I I
had a good post today I'm gonna take the rest of the night off no uh you know I think I honestly think that's this mentality of like the the original Instagram posting like the common the common sort of strategy on Instagram yeah if you were like an Instagram influencer was just like make sure you post once a day and it was almost like rude to post more but now that everything's algorithmic uh the algorithm is going to show people your
content if it thinks that they were going to enjoy it and they're not if not it's like very um and so you'll see like I I posted a bunch yesterday because I was flying back from the east coast and maybe like six of my posts did well and then one that I thought was the funniest just completely bombed you know like happens just post through it post through the pain doesn't matter what you just got to keep going well let's move
on to uh one of the greatest posters he's been on the show many times will mantis you could spend the rest of your life complaining about New York City rent prices or you could simply live in this house boat for $2,500 a month and
commute to Midtown via jet ski kayak the six in like 15 minutes a better life is possible I think that's so funny I I have joked before about jet skiing into La for Malibu because PCH can just get so bad traffic-wise I'm
like if I was able to rip at 60 miles an hour on the Open Water can you imagine how great you'd feel after you know for your for your day of work if you just spent like 30 minutes jet skiing into work that that that just seems like the dream to me so it's definitely something here uh we got to get I've never actually stayed on a I've stayed over on boats but I've never stayed on a house boat I know what the laws are can you
just build a mansion and call it a house boat like how crazy can we get can we anchor these to the ground or we can just are we just going to wind up doing landfill and just expanding like can you just take up as much space as you want because you can get crazy San FR San Francisco actually has like the the Bay has issues with this around people that just get an old boat and just live in it and it's kind of this weird gray area
and they try to enforce it in different ways but um I'd be down for for aquatic uh podcast this this is the seting that uh uh what's his name patri fredman was working on uh there a big libertarian push for seaing for a while we we we talked to those guys who did sea land they live in that uh communications platform off of uh off of the UK and uh yeah this is the future I love it uh anyway let's move on to I got put in the
truth Zone um I got a community note I said I can't believe this is a real photo yes that's mistol the French llm company from The Wall Street Journal Hing mistol to jointly develop AI systems for military use and I posted a photo of a mistol 3 missile and I got a community note here says no this is not by mistol AI in fact the picture shows a mistol 3 missile the missiles are produced by mbda a European group in the
field of complex weapon systems Mistral is a common naming in French a strong cold northwesterly wind in southern France I got put the truth Zone but this is from The Wall Street Journal I I stole the photo I tried to give them a little bit of credit there and they fooled me and I got I got uh slapped with a with a uh Community wait so miss Wall Street Journal Wall Street Journal clearly just Googled mistol missile because there is
news like it is true that mistol is doing a defense contact contract but mrol has not manufactured a missile and printed their name on that missile so the Wall Street Journal either was just trying to be representative or they just got confused and they posted a picture that's it is a called mrr but it's not from the company mistr that we know and so little bit of an update little bit of a mayaula but really this one's on the
Wall Street Journal so I take no responsibility we are not journalists no we are you know we are reaction live streamers uh anyway uh let's move on to GMO over at verel they he says was fantastic to serve ramp during this big Super Bowl moment let's play the song from the Super Bowl ad is it working no no okay we got we we're working on our soundboard here uh they reported a 46% or 46x traffic uptick within seconds and
100% uptime without any manual config or provisioning on versel more to come I love that we're seeing more break downs and behind the scenes of how a Super Bowl ad gets played out I know that the people are probably completely oversaturated with ramp Super Bowl ads because they took over the timeline so many times but I think that there probably is a very interesting case study here especially on the content delivery Network CDN side and all the
things that cell does to help websites deal with unexpected traffic I believe coinbase ran into a problem actually because they put that QR code up on the on the Super Bowl and I think they hadn't scaled appropriately and they had some downtime and so GMO is there to save the day so if you're G to do a Super Bowl ad call down on a Super Bowl ad could you know easily be a multi you know multi- tens of millions of dollars and
like lost you know customer value because people are watching the Super Bowl they don't really care about your company that much you give them a brief reason to care and they try to download your app or sign up and it doesn't work and they're just onto the next thing you know e-commerce operators deal with this all the time around Black Friday if their site goes down for 30 minutes at the wrong time it could be like a million dollars of lost
sales right so terrible well let's move on to David he says the Cyber plaid project is about to get fun I think he took a Tesla Model S plaid and he's outfitting it with uh cyber truck Aesthetics this is super obvious I hope Elon actually makes this production car I think this looks awesome and what a way to stand out in the Supercar Market where everything kind of looks the same right now you think about a Ferrari 296
the uh sf90 the pin infina Batista the remat NAA even the McLaren W1 they all kind of look the same Lamborghini has something good going with a RTO in my opinion it does look differentiated but it's still just like a wedge um but there's really a lot of like not particularly interesting stuff going on at the high end of the Supercar Market in my opinion and yeah something with cybertruck Aesthetics would really lend itself to a load of the ground
superar that would be super cool and I hope it happens I think they need the electric muscle car you know what is the what's the futuristic uh you know version of a Challen you know Dodge Challenger uh Challenger is uh and I haven't I'm so burnt out I think the model 3 Model S X Y they all look decent but they all have the exact same aesthetic and they've been completely played out the cybertruck stands out still there's a lot on the road but I
get excited every time I see them my kids get excited when they see them they stand out they're really cool and I think bringing that aesthetic into something that is more exotic like there's a reason they call sports cars exotic sports cars like they're supposed to look exotic once once they look all the same you've seen that with the uh the Ferrari uh pure blood what's that one called the purosangue it looks like
a Mazda and the Mazda SUV looks exactly the same obviously like you can tell them apart but it's just not pushing the design envelope enough and Ferrari's been kind of coasting on that original pin penen finina uh design language that they got from the f8 and they brought that to the 296 and they all look great but it's a little it's getting a little stale and I think something that looks more like a cybertruck would really turn
heads and be cool so I would love to see it and I hope that the yeah the hope that it comes out Ferrari is just unbelievably lost y right now I mean the 12 cylinder sales are terrible nobody wants them it's priced way too high hot take I think the 12 cylinder the do chind looks fantastic I love it I mean it's it's a good looking car not context of any of their other models right if you look at the 812 uh it looks much much worse I think
it looks better but that's a hot take I I understand that's but I I really like the the f80 the black bar in the front I think that looks really cool uh but I am in the minority there for sure for sure yeah anyway yep um what else we got uh by the way I do have somewhat of a I gotta go meet um okay hang with Bob from uh well let's uh let's do a promoted post from Ben Braverman uh Saga is hiring a principal to join the investment team
what a great gig if you're looking to get into Venture uh what is Saga we are one of the only sizable funds raised during the Great VC winter partners are Max Altman that's uh Sam's brother and it's Thompson and Ben Braverman who was at flexport uh writing checks alongside Ryan Peterson for a long time uh Saga leads and co-leads at seed in series a with reserves to continue at the B+ we've incubated one company already with
plans for more what is a principal role at Saga uh and he puts in a typo here he says what is a the principal role smart for the algorithm going to get more likes people know it wasn't AI generated uh you are joining the founding team you will help shape the firm's brand and strategy you will join the investment team on day one this is not a farm league program where you spin your wheels for a year you will source as
many top companies as possible participate in diligence and represent the Saga brand you will be highly compensated including significant carry so if you're looking to get an adventure head on over to Ben braverman's Page and send him a DM love the name Saga by the way sometimes a new Venture firm launch launches and you're like okay they're clearly running out of names for Venture firms but Saga is just like sounds good
makes sense um and it's cool to see that they're you can tell they're building a firm right this is not uh this this looks to be setting up as you know we're actually building a team versus you know we have our Rock our GPS and then there's a support staff but you know this is you know clearly trying to um you know actually build out a proper investment team which we love to see a post from Patrick Collison over at
strive can you hear that yeah yeah yeah I love it uh Patrick says was there a sound effect yeah I'm trying to play sound effects but it's not working who knows it might be that it might be that the stream can hear it but I can't who
knows okay anyway we'll have fun with we'll work it out uh Patrick says it's happening all built on stripe uh Ben Lang says tiny teams of the future cursor 0 to $100 million ARR in 21 months with 20 people bolt 0 to 20
million lovable 0 to 10 million mkor 0 to 50 million uh all with very small teams and of course built on stripe uh David holes from mid Journey chimes in says they left out mid journey of course but we're very grateful for stripe too
and so uh everyone is building on stripe and it's a great example of just uh you know a great tool that speeds up development of everything and then you can spend more time building your company and pumping up those Revenue
numbers which I love to see uh abely wild we you know we talked about we talked about the factors driving uh just this ridiculous growth of some of these new companies like cursor and Mer and bolt and uh an under uh under represented part of that is just you can scale billing infinitely with with you know very little uh operational overhead so wasn't the case you know 12 15 years ago well you know the fans love to hear
about uh minor figma product updates and we got a massive minor product update from figma Good News frosted glass UI fans SVG exports from figma will now properly render black background blur and both angular and Diamond gradients let's go let's hear it for figma boys we love Dylan we love the team over at figma and uh yeah I mean these changes are uh heard around the world Brooklyn is uh permanently changed whenever these
whenever one of these rolls out and we're happy to see the team over at figma absolutely crushing we love to see it absolute dogs uh they're they're definitely uh they're definitely in founder mode like Dylan is back clearly
locked in um the first thing I noticed was was their updated uh billing practices definitely you know knowing that I value the product a lot and and trying to you know get some of that uh actually capture some of that value um
but uh yeah awesome to see them shipping aggressively just because they're so well positioned to dominate gen in design right there there's a lot of people that are yeah have come out and raised money for we're figma for Gen or generative design and uh I would argue that Dylan would say figma is the figma design 100% I mean the guy's super tapped in and has been for a really long time on the AI stuff he's not playing
catchup this is not Adobe this is a Founder Le founder mode company through and through uh with a lot of capital and a lot of great team members and uh a lot of a lot of customers that are already using the product a lot of distribution uh well did you see the first major in my opinion uh drone show advertisement in America uh Nick says for All-Star Weekend the Jordan brand has 1,200 drones taking off from Treasure Island
to create the Jumpman Air Jordan 1 and number 23 over the Bay Bridge and I think this is super cool you know that adquick can do this for you Ben's going to play the video and it's just fascinating to see that this is finally
coming to America we've been behind the ball on drones both in the military context and in the advertising context which is in some ways as important and we're really happy to see that these shows have made it to America yeah this
is the coolest basically a top three ad format for me blimps are still up there just because they're Timeless but uh I can't we're going to put we're going to use adquick to put a ramp card in the sky we got to do it uh maybe we throw up a microphone uh at some point to to honor all hardworking podcasters but uh this is just it's still I think this is one of those things that basically forever it'll still be um it's hard to
imagine a world where where people are fully normalized to this right because it's it feels just like so intensely futuristic so um yeah if um people can just sign up for ad quii and and talk to their rep and and make this happen but uh if you have any um you know issues feel free to reach out and we would love to actually help with the campaign around the the creative and the ideation yeah oh speaking of Partnerships uh
eight sleep sent us some fabulous hats there we go put it on dud John you're looking you're looking kind of kind of like an athlete right now it goes It goes you're a corporate athlete but I am a corporate athlete but the black suit
the black hat this is a good combo so we got a bunch of we give some away and being 68 you do you look like uh you look like you you're you're about to sign a a Max contract I gave chat GPT all of my stats my height my weight my
body fat percentage and all of my measurements and had it Benchmark me against athletes and give me tips for like where I should improve and it was very complimentary it was great awes people don't I'm gonna I'm gonna uh I'm gonna I'm gonna gas you up for a second because people don't know this but John is actually just ridicul like way too jacked for being a podcaster who's not selling supplements it was so funny it says uh so I had I
had it put every measurement in uh in like percentiles and on my height I'm 68 and it says exceptionally tall this is Elite even among athletes I love that here's is in the 90th percentile it says a strong thick neck supports overall upper body Aesthetics and function let's go Chad gbd thank you Sam every every time we've been with uh you know a boys recently I feel like somebody has asked like is John on gear
like it comes up like people are so so the the goal in life is to not be on gear but have people think that you are uh you know think that you are sleep is the only performance enhancement that I need I sleep I sleep like a baby eight hours a night my sleep score is at 90 today not bad not where it should be should be at a 100 tonight's a new night I'll get there uh but yeah the performance has been Tip Top lately it's
been great sleep well get in the gym crush it lots of caffeine little bit of nicotine and uh that's all you need incredible that's all you need uh we got another we got another delivery in the mail this one's a little bit old we're we're late getting to this but Ian mccre heard our Veil episode our Deep dive on Veil and sent us a beautiful book on Veil Veil it says Veil Triumph of a dream it's a full history of veil I I
don't know if you can see this but it's like serious this is a serious serious book sent us a whole copy so we'll have to do a whole whole extra deep dive on the history of veil because we have the authoritative copy now with lots of great images of veil and so thank you thank you Ian for send we'll take any opportunity to talk about very nice handwritten note said it's been great getting to know you Veil is a special
place for my family uh my grandfather was involved with the mountain since the since uh nearly the beginning I hope you enjoy the book and consider it an invitation to join me at our place anytime look forward to connecting again soon so thanks Ian for sending that in and uh yeah good to have you as a fan of the show do you have uh time for one more post or should we wrap it up of course I got time for one more post Sean Let's Do It Let's Do It
um still not working I'm having fun uh wait we we didn't get to the so people in the the chat were asking about the Jamie Diamond reaction oh yeah let's do that we should get into that because it's it's um that one is time out I saw I don't know if this is the post that we pulled I have it John Ziggler in leaked audio Jamie Diamond tells his takes his employees especially the younger ones to the Woodshed over their desire to keep
working remotely he says rem remote work is terrible I don't know if Ben has the clip but Jamie you're on notice uh Ben you want to play this clip a lot of you were on the zoom and you were doing the following okay you know at your mail sending text to each other about an the other person is okay not paying attention not reading your stuff you know and if you don't think that slows down efficiency creativity creates rudeness and stuff it
does okay and when I found out that people are doing that you don't do that my goddamn meetings you go to meeting with me you got my attention you got my focus I don't bring my goddamn phone I'm not sending text to people okay it simply doesn't work and it doesn't work for creativity it slows down decision-making and don't give me the to work from home Friday works I I call a lot of people Friday they're not a goddamn person you get a hold of but
here are the problems okay and they are substantial okay which is the Young Generation is being damaged by this that may they may or may not be in your particular step but they are being left behind they're being left behind socially ideas meeting people in fact my guess is most you live in communities a hell of a lot less diverse than this room every area should be looking to be 10% more efficient if I was ready to
Department with 100 people I guarantee you if I wanted to I could run it with 90 and be more efficient I guarantee you I could do it just I could do it in my sleep and the notion these bureaucracies I need more people I can't get it done no because you're you're filling that request that don't need to be done your people going to meetings they don't need to go to someone told me to approve some as wealth management that they had to go
to 14 committees I am dying to get the name of the 14 committees and I feel like firing 14 chairman of committees I can't stand it anymore now you have a choice you don't have to work at JP Morgan so the people of you who don't want to work at the company that's fine with me I'm not I'm not mad at you don't be mad at me it's a free country you can walk at your feet you know but this company's going to set our own standards
and do it our own way and and I've had it with this kind of stuff and you know I I come in you know I've been working seven days of goddamn week since covid and I come in and I where's everybody else but they here and there and the zooms and the zooms don't show up and people say they didn't get stuff so that's not how you run a great company we didn't build this great company by doing that by doing the same semi
disease that everybody else does I love it Jordy you can't help but think he is uh you know reading between the lines he's talking about you yeah yeah from home Friday no suit jacket no tie really phoned in remotely you know
remote podcasters they're on their way out they're dying breed it's in personal bust I would take it a step further this this sounds like some private conversations that we've had you know when I've used my phone on the set and
you and you you know you you start pulling out some swear words you know you're getting real testy letting loose but okay here's here's my actual read on this I think this I I don't know how the audio clip emerged but it was positioned as as leaked audio yeah and to me this is uh I have to imagine he he wanted this to leak yeah because it makes him look like an incredible CEO right he's he's setting clear expectations y he's
frustrated with how things are happening and he's actively changing it he's giving people an out he is setting the the ex he's living the standard that he's expecting of other people he's not asking anybody to do anything that he's not willing to do he's right I come into the meetings you don't see me on my phone you don't see me emailing other people while I'm in a meeting he's like I'm focused I'm prepared and so setting
the standard and he expects other people to follow here and look I think that a company like JP Morgan will be able to reduce headcount dramatically over time and so to me what he's you know he wants the people that want to work remotely he does like why would a CEO want his team to work remotely right he's there's this value exchange that happens with a company and their employees which is I'm going to pay you to provide services for
the company and uh you can decide whether that value exchange makes sense and if you don't feel the values there by coming to the office you're welcome to leave and so he's setting this up to say doesn't want more remote work I I think he genuinely believes that it's bad for you know younger employees right there there's very clear Arguments for why like more senior people should be able to work remotely at least part-time
and and be effective in that way but at the same time it's very fair for a CEO to set their own standards right this is not um this is not a this is not like a a charity or a support program for people right they're choosing to work at
JP Morgan and so I think that this is sending a very clear message to the world and to his employees that uh he's setting new standards and all of the covid you know stuff is uh you know somebody posted that you know looks like
Jamie Diamond you know found his uh his um I'm not going to say uh Elon yeah he just sort of found his his his you know he feels like he's positioned to sort of speak his mind now and and while we don't appreciate the sort of vulgar language that he used uh I think he's he's generally like completely correct in his analysis and if I'm working at JP Morgan and I'm working five days six days a week in the office and I hear my
CEO say this I'm only fired up to work even harder totally than than I was before and there's certainly people that are going to listen to that and they're going to say I actually want a remote job that's what's important to me and so they can go work somewhere else uh well let's close out with uh the announcement from Tim Cook another CEO uh he says get ready to meet the newest member of the family Wednesday February
19th there's an apple launch and a lot of people put on the tinf foil hat here because Elon Musk reposted Tim Cook's announcement about a new product unveiling and so Bill Gurley chimes in and says I know nothing but just for kicks imagine a Tesla slapple co-branded vehicle that sells for $200,000 don't both stocks soar and uh my read on this was that uh look apple and Elon have had a like somewhat tumultuous relationship during the
acquisition he Elon famously went uh for a walk with Tim Cook there was a question about App Store fees for uh converting people to paid memberships would Apple be taking 30% on that would they be able to negotiate that down uh Apple's also been an Advertiser on Twitter and now acts for a long time and I think Elon wants the two companies to be working because Apple's a great big Advertiser and I think reposting this a
could just be a cool thing but also giving Tim some extra juice in the algorithm just is a good sign of good faith that hey we're going to get your your your your content to go a little bit further on our platform organically and then yeah you're going to spend a couple million bucks probably advertising on our platform and we're all bought in on this so I'm hesitant about their idea that they're going to launch a car together but that would be
awesome I I I think another kind of crazy idea would be Apple carplay for humanoid robots right there's a world where app like so uh oh oh I don't follow sorry sorry I for for a brief second I I I was thinking that Tesla had a carplay integration they actually don't it's not that but you can imagine but I but I do think in the future right like they're they're if you have a humanoid robot in your home or you you know employ one in some way yeah
obviously so anyway more obvious if we're actually talking about a partnership would be starlink on iPhones right like we've already seen that that's rolling out and just making things yeah I saw that one ran doing the same thing you know who knows rivan has been posting about a cryptic event happening the same day and so maybe there's something deeper happening there um I don't know or talked about Mak phone before there's so many
different possibilities Elon people don't realize that Elon would find out about rivan doing an event on like and then host an event the same day and do it with apple to just try to like drown it out yep uh everybody's a Savage at that level but um anyways I'm excited to see we hopefully we'll be live streaming when this happens and we can just you know talk about it live I should come pre-installed you should not be able to
delete the app it should be the only app on your phone that should be the new version of the iPhone get rid of the notes app just just post a tweet if you want uh if you want to make a note you know instead of calling someone just call them over a DM on X it's the everything app you don't need anything else uh just one app on your iPhone that's the new that's the new iPhone I gotta go hang with Rob the the the uh you know potentially
the greatest podcast producer of all time currently uh Ben uh coming hot up on his heels y but um uh just wanted to say uh thank you for list listening Brothers it was a good week we're going to be back in the studio fulltime next week which I'm excited about and I wanted to remind everybody that we are not Independent Media we are dependent media we are dependent on our advertisers and I just wanted to thank ramp adquick wander
public bezel and eight sleep for their support I have some big bezel news coming soon I'm excited can't wait awesome so leave us a leave us a festar review on Apple podcast and Spotify put an ad in your review we'll read it on the show and thanks for listening we'll see you next week have a great happy valentine have a great weekend happy Val go Crush Valentine's Day big day big day for the brothers big day talk to you soon