starting the videos with me going like this 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's Monday Friday uh it's Monday February 10th 2025 and this show
starts now we got an amazing show for you guys we're covering news from Andel repet mraw we're covering how China's reacting to the tariffs they're going after our tech companies we're going after a new gundo accelerator for hardtech companies that's going to be amazing we're giving you an update on
Sonos turmoil at that company predictable predicted on this show we're giving you a deep dive on Jim O'Neal who's going to HHS and we're going to cover the Super Bowl and a bunch of other timeline crazy news over the weekend lots of stuff went down we'll cover it all here but let's kick it off
with some incredible news that we broke last Friday CNBC uh reported that andril is Raising money and the first folks to post it on the timeline none other than tvpn we said breaking news from CNBC and TBN on andal fundraise as much as 2.5 billion in series G funding led by $1 billion
from Founders fund Revenue doubled to about $1 billion I think they spent 300 million on Hawaiian t-shirts and the company's doing well Palmer lucky quote tweeted us thank you Palmer we'd love to have you on the show uh Jordy what was your reaction to uh the andal
fundraise well look I mean as much as this is about andral this was really about us we were the first people to break the news that CNBC was breaking the news that anderol was pulling off this raise and and honestly it's a highlight of my journalistic career to date uh just being there in that moment
seeing CNN get CNBC get the scoop and then being first to hit the timeline you know putting our own spin on it uh that's just what you know technology journalists live for and uh although I'm not a journalist myself uh we you know we talk about a lot of journalists on
the show and I like to feel like uh you know I like to kind of understand them and so I felt like we could embody them so big moment for the show Big Moment uh for anderol uh I I felt like over the last year or whenever they closed their last round it had to have been 12 months ago at this point as this year
progressed it just felt like andal at 12 to 14 billion do or whatever that last round was it just started to feel really really really cheap mentally in your head right because everything that's changed in the world everything that's happening all the momentum that they
have um and you know especially looking at paler in the public markets and roll at$ 14 billion they were given away Equity right so uh very cool to see this this UPR round and um it's sort of exciting it's good and bad for for other Founders in the defense Tech space uh there's this saying uh the andil of x
will be Ander roll you know a lot of Founders have raised on this idea that hey you know I'm going to come in and I'm going to build an Ander roll in this specific category but you have to understand that andral's Ambitions are extremely wide reaching and like other primes we now have two what what what
are very clearly you know primes of the future anderol and paler uh they fully intend to continue to be aggressively multiproduct and now that theyve built this distribution Channel monetize it in a bunch of different ways and so this round is just evidence that it's it's
really eviden that uh they have solidified this distribution Channel they're getting contracts they have real revenue and that is so valuable in of itself because there's a lot of other defense Tech startups out there some of which I'm an investor in and I'm sure you are too uh that that have great
products and or will have great products but but getting to that actual uh contract stage is just so difficult so very cool to see good for America great for you know the whole andal team they uh they certainly work harder than most and I love to see it yeah I heard this
and was just thinking because I'm proud to be an American where at least I know I'm free uh yeah Palmer had a fun uh uh bit of posting he quot tweeted us and said your mind will detonate when you find out what our investors already know stay tuned for next week and then he went on
to post uh the Vince McMahon meme in a series of posts live footage from our most recent investor update meeting and Vince McMahon is going wild you love to see it and yeah it was just an amazing moment for the early andal team to kind of look back and see what they've
accomplished over the last eight years ago so Matt Grim post almost exactly eight years ago we signed a lease on a moldy garage previously used by American Airlines to store lost luggage this week we signed terms to raise 2.2 uh two to 2 and a half billion on 28 billion pre it's still so
early lfg and the photos Ben if you go to the next one uh it's it was looking rough in that first in that first andal HQ but did what they need to do you have the second you have the second image here there was another one where he said did he say it was charact did he say that
mold was character building or something like that yeah yeah they had a deck in there I don't have it pulled up here but uh they had a deck where it says uh just a slide with the images say mold all okay just surface removed builds character and so that was the culture of
this company early on and I think a lot of people get lost in the fact that it's like oh Palmer's in and and very quickly it became a big company it was taken very seriously in Silicon value but uh early on they were just like any other startup Scrappy and just hustling and uh
to your point about the Ander Ral of X being Ander roll I think that that's true probably in the most narrow sense but uh the the The Optimist IC opportunity has been uh when you look at what is flock safety in many ways that's the andal of local police departments or
it's the paler of of local governments um but it's so far outside of the mission parameters of anderol or paler that they've been able to build a really great business and I think when you think about the the andal of uh home security that's a company that people are working on now or the andal of your
kitchen and it's just all you're taking is hey we're going to do really hardcore engineering on hard tech and we're going to take the andal ethos of software and Hardware combined and we're going to take it to a completely untouched industry that's great we need Ander roll
for commercial airlines we need Ander roll for you know uh traffic control all all different response areas but yes it is going to be tougher if you're just trying to build the Ander roll 2.0 in the dod which they're actively building yeah and and to be clear it's still you know Ander Ral is historically
been very acquisitive they've used Acquisitions to build out their product lines and they're going to this you know having a $28 billion market cap allows you to get pretty aggressive on stuff like this because if you find you know a talented team that has built a very uh
uh you know robust product and and they have uh and they can take it further and it sort of fits into the Ander roll portfolio you know Ander roll is can continue to be aggressive there and so as I have told Founders before shoot you know shoot for uh DOD contract s but if you miss there's a chance you'll you'll
land in a you know andal Aqua hire um great yeah and so Trey Stevens chimed in he says day one in The Moldy Warehouse after Matt Grim applied some paint to the walls and yes it is true that pronunciation was a topic of discussion is it anduril or anderol uh and yeah well well if you if you go and
listen to the actual Lord of the Rings movie they pronounce the sword I think it's Aragorn sword uh and and so there was a big question about are we going to kind of angiz the word or are we going to just constantly be saying words and that sound like Elish and I think
there's still some debate internally and depending on when someone got involved in the company they say it's slightly different but now it's just oh go all andal you know and yeah I like I like how you can really hit it with a country draw and it still sounds good yeah my my
cousin works over at Ander and yeah he loves it he says that Palmer guy real he says that Palmer guy's a real stud yeah um it's great well let's move on to some commentary on the video that we shared we broke the news CNBC was covering it and uh Nathan good friend of the show uh
shared our video thank you Nathan and he says gotta love the quadruple down energy from Founders fund into Andel led the series LED the seed a f and now G rounds with this 1 billion Che my guess is they have invested uh 1 and half to 2 billion into the company overall that's Circ 10% to 15% of the firm's AUM badass
uh also supplied one of their Partners Trey Stevens as a co-founder and now chairman and so yeah FF loves uh andal and let's continue py yeah what you got yeah I was just going to give some some history so Joe lale posted the other day one of their super early offer letters from
paler which was the predecessor to Ander roll in many ways yeah and you know sort of forg the path into working with the Department of Defense and the government more broadly and Joe shared an anecdote which was that uh he said the early team at at at um uh paler laughed at the idea
of paler being worth a five five being worth5 billion like if you actually look at the offer letter he sort of spelling out like here's what happens if we're a$1 billion doll company and that's that's what Founders will do obviously to kind of illustrate what could your be
your Equity be worth um and so to go from uh that you know them thinking at the time hey $5 billion could be a great outcome here to now Founders fund which was a part of paler through through Peter uh and and through they they also did a similar strategy in paler right in
the in the private markets yep but to now be investing almost two billion dollars or something in that range into a company you know is just just shows the growth of the private markets broadly and and sort of the the conviction um and you've talked about this before this is uh the founders fund
strategy is not a secret it's basically 0o to1 you find power LW companies and you try to own as much of them as humanly possible uh so it's cool to see it in action yeah it's the last move advantage and uh fund concentration is really really important to drive returns
there are usually just a few companies that drive the vast majority of returns and Venture you need to Pile in those figure out uh you know what is the class of assets get the best asset in that class and get the highest percentage ownership and I've seen other firms uh you know nail it uh I think a good
example was I think Sequoia uh owned the highest percentage of was it newbank in which is a a South American fintech company and they and it was the it was by far the winner in terms of latam companies over the last generation and sooa just built a huge position and and
got a great return there and so when when when the power law company emerges making sure that you're at the top of the stack is is really really key to driving fund returns uh py McCormick quote tweeted us thank you py he says my thesis is straightforward there will be a SpaceX and Ander roll in every big
category led by sclerotic incumbents these vertical integrators will be much bigger than the incumbents they replace I love that that's very good and Christian Garrett yeah what you got I still I'm laughing at uh you texted me like Friday evening being like this CNB just broke this news like should we post
it and I was like yeah let's add a let's add a couple zingers in there and rip it and then our post was the one that got shared like super broadly CNBC CNBC the CNBC social media manager is looking at this post being like what is going on why does this post have why does this
have post have like a million views and ours has like 50k um they're not ex native they're just not like they they they they posted on TV WE Post on X yeah yeah it's simple it's great it's great uh more coming I mean we're going to be more live we're going to be breaking yeah I mean it's just this is
just a long con that we plan to lbo CNBC you know at some point in between 2026 and 2030 so we're just getting started and so uh Christian Garrett over at 137 Ventures uh I believe they're shareholder in anderol um uh he says Little W to the wise here says how much
andal secondary fraud is out there right now and low Tam Banger he's doing a public service here only four likes I'm one of them but this is very important there is a ton of there's a ton of secondary fraud you get on some webinar somebody says hey I have allocation in
this hot round do you want to invest you wind up sending them your money and they don't get the allocation and where do that money go sometimes it's completely stolen sometimes it's just somebody who's trying to get an SPV going and then they kind of falter out and they don't get it over the Finish Line you
get your money back but either way uh not a good place to be in so be careful out there if you're trying to Hoover up I mean even even andril is already a company where people will pitch you on investing in Ander roll yet there's layers and layers of spvs between you
and the actual shares and sometimes you know there's basically ecking happening and it's funny because that happened with SpaceX and even if you got into these like layered spvs you still did pretty well because you know there's it's been such an astronomical outcome um no pun intended
but uh but yeah still you want to be super careful here because typically the companies are not actually endorsing this activity so it's already sort of a gray Market type uh activity right so be careful out there folks all you size Lords yeah and so I wanted to close out
with a little promoted post from andal try and help them out with some hiring Jen who I believe is their head of design says from the studio that brought you the bolt industrial design Barracuda animated short the Roadrunner video video and of course rebuild the AR the Arsenal andral design is looking for
Innovative creative to join our team keep an eye on Ander roll.com careers for 2025 rolls trickling in what a dream job if you're a designer go check it out and so let's move on to our next story they absolutely yeah just going to add they they have dominated the defense
aesthetic to such a degree that every company now that's not Ander roll that's at all competing in the same category is either consciously sort of copying what andal has done or consciously trying to do something very different but ander's brand is already so dominant aesthetically that it's very
possible so if you are a designer creative and you want to work at defense you pretty much should just work at Ander roll because they're going to continue to um sort of innovate and and and sort of like you know set the standard for for what um you know good design is in the category yeah yeah
fantastic place so go check it out Ander ral.com careers and let's move on to our second breaking news mol has launched Le chat uh chat your ultimate AI sidekick for life and work now on web and mobile this went over very well 12,000 likes but what happened ratioed by our boy val
did you see this no so the official company launches uh 12K likes Val quote tweets it 16k likes built different so Val is a good friend of the show he says no this video is not sped up genuinely mind-blowing and yes it's available to all users right now and it's him designing a c calcor app it
has 123 billion parameters and what's interesting here is that uh they are running this model on cerebrus which is that crazy wafer scale uh inference chip uh a lot of people were very skeptical about cerebus myself included I I didn't know that people were using it but
cerebra says they are proud to be powering the new le chat uh we enable flash answers to run at over 1100 tokens per second 10x faster than chbt 40 Sona 3.5 and deep seek R1 and so the r is on models are getting faster uh have you used mrw Jordy what do you think of this announcement what do you think about our
boy Val so I'm I'm downloading it right now I think the name is fantastic the name is fantastic I think what what I've seen here is pretty pretty incredible I love Val because he's a he's one of he's one of us he's a brother uh and so I'm excited to check it out but I I think
like the timing for them to come out and launch a product called chat is just absolutely perfect so really well done breaking back into uh into the conversation because there was a while there where it didn't feel like they were a highly relevant um sort of consumer player and so it's it's good to
see um and uh the French president was uh was was promoting uh doing doing some promoted posts for mrw so love to see it and uh I'm excited to try it out yeah you've been a mrw bull for a while we have a post here from Jordy Hayes he says it's only open source AI if it's
from the mistol region of France otherwise it's just sparkling spyware and uh and then we have another post here uh from the technology Brothers uh breaking Bernard aln know is exploring a potential acquisition of the struggling French artificial intelligence company Mistral citing a
need for France to maintain it its Edge in artisanal Goods post ASI wow uh some fake news going on the timeline 5K likes got a lot of text messages about that is it true uh but Jordy you had some fun with mrra you know we love to have some fun on the timeline we love to have fun
uh I I'm excited to see the new launch and uh no just to be clear Bernardo no is is sticking to luxury goods uh but who knows post ASI anything's anything's on the table so I wouldn't I wouldn't be surprised if at some point in the next few years we said he said hey I need to
own I need to own lechat it just it has to be in the lb AG portfolio great uh Kristoff another friend of the show says I would like to formally apologize to europ poot uh and the French specifically mistol Le chat is very very very good and so lots of people coming out and support of mistol uh interesting
development going back to the defense Tech angle uh Scoop from Martin couter mrol AI is pursuing defense contracts with governments across Europe pitching its Tech potential military applications sources say after secur uring links with its native French defense Ministry mrr
is targeting the UK and Germany and uh there's an article in the Wall Street Journal here I don't know if we're going to read it all but uh it has an incredible image of just a straight up missile with the word mistra printed on it and it looks fake but it says Hing mstr to jointly develop AI systems for
military use mrr's valuation Rose to around 6 billion last June and has secured over 1 billion since it was founded by Deep Mind and meta alumni in 2023 and so mrol is interesting you know little bit of Open Source over here but still working with the military typically those have historically those
have not those have been kind of at odds like the open source crew yeah has been a little bit anti- defense technology uh the defense Pro people have been a little bit more but we're seeing llama go into DOD we're seeing open AI do contracts with uh XIs with uh uh grock
is with uh paler now they're all integrating and I think everyone's kind of understanding the importance of this technology yeah it's really wild to see you you have to feel a little bit for the uh you know people that join mraw uh specifically because they were excited
to work on open source Ai and then and then they check the general chat one day it's just a picture of a missile and they're they're asking themselves like what who knows what have I done yeah maybe they're stoked I mean a lot of people have said that uh mw's open source strategy has been really just a
way to cut through the noise because I don't know if you remember that when they first released their model they didn't they didn't post a blog post or a video saying Hey we're going to open source this or here's a paper they just tweeted out a magnet link where you
could literally just go and torrent the weights of the model and people were like blown away by this and it really took Twitter by storm now obviously it's a much more noisy conversation but they're still breaking through as we saw with that post and so uh people are going back and forth thread boys came
out oay Leman says everyone says Europe can't compete with America and Tech but 48 hours ago Mr all's lay chat just proved them wrong it's 13x faster than chat GPT Etc and then uh someone quote tweets this I science lover says I'm sorry what are we going to do deep seek bad takes for mistol now dude the
company was formed by X meta and gdm people everybody in the AI Community was closely watching them it is not true that the Silicon Valley didn't see them coming uh which is funny and just kind of highlights how how uh Sensational the media and and the timeline can be around
AI launches every every AI launch is uh it's the end of humanity it's too dangerous it's too powerful it destroyed Google it destroyed meta and you know I've been guilty of this too it's fun to get some some likes and do some clickbait every once in a while but uh you got to actually break it down and
understand what's going on seems like a cool product unclear how it actually plays out in terms of aggregation and real product dominance but uh you know we love to see our boy Val having a having a w on the timeline yeah if Val is actually an intern I don't know if
he's just posting that as a joke but uh if he is uh let's let's let's uh give him a fulltime offer let's let's give him you know a few million dollar Grant you know per year like let's let's get it going if he's ratioing you know his employer you gotta give him you got to
give him a real contract so two things I love about like chat uh to start one when you log into the app it doesn't force you to create an account right away it just it just says start and you're just immediately in it second when I asked it to tell me about the technology Brothers it said you know
classic you know overview and then it said um uh the podcast has been described as the most profitable podcast in the world so it's got the facts it's zero misinformation it's got the facts uh and I want to be able to rely on my llms for you know only you know 100% true uh
things for sure uh very very cool to see that's great well we got a post from Andre here uh this is from a year ago tune might have changed says the open AI board discussing mraw Curiosities on the far side of the world are no threat to us a little Game of Thrones quote maybe
it changed uh and then there's an interesting post by Mark andrees uh back right before the election or I guess right after the election where um they asked there was a study that showed every single AI model was asked to predict uh would they would this llm vote for Biden or Trump and almost all
of them voted for Biden overwhelmingly but mrr's AI base model was just slightly edged Trump 53 to 47 uh the next best was Google Gemini Pro 1.0 with 26% Trump so uh obviously Mark Andre is making the point here that uh that these These llms are biased they should have
been closer to 50/50 they actually maybe should have been slightly weighted Trump because that was the outcome of the election if they really wanted to be predictive um but uh amjad M this is yeah and this is obviously or I would guess maybe it's not obvious or maybe you know only a a
small factor but you have to imagine this is because the uh models more heavily weight content produced by the New York Times Washington Post these sort of Legacy Media companies that uh weren't exactly uh always truthful and their sort of analysis of the elections
and cons uh the sort of sentiment voter sentiment things like that um the other thing here to be clear it's not like Mark is unbiased himself he he put they put andri put $400 million into mraw at their series a so this has been one of Andre's big foundation model bets a
heavy bet into into open source and this is why even you know people people uh took issue with Mark coming out in support of deep seek and saying this is a gift to the world and all this stuff and and if you sort of uh read uh read into that more it was clear that he was just extremely um you know I
think it's fair to critique Mark for you know being you know supporting this Chinese uh you know uh company that that could present a risk to the US in in some ways but he was very clearly Pro open source and so it's good uh one thing that seems obvious is if you really want to dominate the conversation
in AI right now you need to have consumer products otherwise you're just you know you might have developer usage like Claude does right now but it's not really a dominant you know player we didn't see them run a Super Bowl ad you know you hadn't seen mrr going viral for
much of anything the past few months until it chat um so uh it's this interesting uh it's this interesting balance where these companies have to Market to Consumers developers Capital allocators the press all at the same time and it's and it's only um it's really only open
AI I think that's done a a a been able to hit all of those at once pretty aggressively um but yeah I me it's fascinating to compare the how the llm wars are playing out and and Benchmark that against Mark Andre's personal experience during the browser Wars there was a very similar thing playing out in
the 9s where there was a new browser that was hot every few years ultimately that's settled on complete Chrome dominance which is built on an open- Source uh engine the Chromium browser that Google has wrapped and Google's captured a ton of value there but then chromium is also used by uh Microsoft
now in their edge browser and and a few other browsers have adopted that as the standard and so uh you you you know that we should a whole deep dive on the browser Wars because uh I think it's very instructive I think it's both a great historical example and it also
obviously colors how Mark andreson thinks about the development of this technology because he's probably pattern matching to his literal life experience yeah the other thing he went through was having Microsoft come in and make the browser completely free and having the crazy distribution of already
being installed you know on on millions of uh devices so he's been through it before it definitely you know gives him real credibility when it comes to just commenting on this Dynamic where in many ways in many ways llms and agents can completely are are the evolution of the
browser where I don't necessarily need to go to a web browser anymore to get the content that I want to do the things that I want to do and so uh yeah it does feel like the next uh the next platform more so then you know the browser company which was initially very just
like iterative on the browser let's make a more you know nice to use browser a more collaborative browser and even the browser company pivoted towards you know more of these agentic products that I think they're going to be launching uh this quarter as well so uh very very exciting time well speaking of agentic
projects and products let's go to amjad mad over at repet we got some breaking news he launched this on the Super Bowl he was at the Super Bowl but still shipping your boy is an absolute dog he says announcing native mobile app support on repet now you can build IOS
and Android apps that may that take you all the way to the app store without writing any code powered by repet assistant this is Early Access full agent support coming soon go to repc create app pick the Expo template click run scan QR code and get found I'd love to see it lots of innovation going on
over at repet om J's a great poster and he says one of the best things about this you don't need a Mac to build iOS apps and I mean there's been so many times when I everyone has this oh I got an idea for an app I just want something and getting the tooling set up of xcode
and testing and I mean you used to have to write Objective C now you can write Swift but even then it's hard it's all difficult and anything that makes that easier is just going to be so fun there's going to be so many little custom apps um hopefully they get through the App Store and uh I'm really
excited to see how this plays out uh what do you think Jordie yeah I mean I distinctly remember being uh I must have been 11 or 12 but sitting at at my family's desktop computer coding iOS apps and every little tiny step was just so you know everything was like you know just
constantly breaking and and it would spend me I'd hit a roadblock and then I'd spend like an hour searching on forums and stuff like that figuring out how to get it through and uh I think people have had this theory for a while now that software in the future will be as simple as creating a meme right and
we've talked about this on the show before of uh how exciting it is that there's so many apps that should exist and would be funny things that are these sort of ephemeral ideas that aren't actually worth spending you know hundreds of thousands or millions of dollars worth of like developer time to
build because it should just exist for kind of a second right um and I even talked to a Founder recently super talented that was basically trying to build this exact thing and uh make it easy you know make basically make a you know something that allows you to
instantly create um you know iOS apps so that you're making them again kind of like what if an app was as easy to make and share as a meme so um very very excited about this people have had this you know theory for a while of like Roblox for apps what is that going to look like and it's very possible that
that just ends up being repet so uh awesome to see and I don't know if it's in the stack but there was a great great picture of omj at uh at the Super Bowl and for anybody that's done you can pull it up yes So for anybody that's done a a sort of product release or announcement
of this magnitude very ballsy to do it while you're going to the Super Bowl because your phone just completely melts down oh yeah and uh so uh he hopefully was was cheering I don't know what his hat says but hopefully he was for the Eagles but even if he's a Chiefs fan he
he would have had plenty to to celebrate last night because this was received uh very well he's just a surf hat I think he's just there for both teams he's the Roo NFL hat he's just there having fun uh yeah I mean I I I I think the idea of just being able to spin up an app really
quickly is amazing especially for those afforable shortlived like it's not a business but it's just a fun thing I think about like Spotify wrapped there's so many cool like oh I have an API for something the company's never going to build it I I want to build an a WRA for
that oh just you know have an agent do it it's something that a non-technical person can do and they already are uh he om J's here uh quote tweeting someone who says Billy Howell just he says I just sold my first app shout out repet incredible $25 investment and omj says repet paner and I love that I think
that's really cool uh and then uh om J is a great poster I mean uh let's go through some of his bangers he says what 30 years of winning does to an MF and it's Jeff Bezos in 1995 versus Jeff Bezos in 2025 looking jacked and uh yeah 17K likes the guy knows how to post and
a little bit of history on omj 16k likes on this Banger he says I landed in the United States 10 years ago with nothing but credit card debt after one startup exit one big Tech job and one unicorn I genuinely believe that it would that that it wouldn't have been possible anywhere else in the world here are 10
things I love about this country I love love it he's giving a shout out to America he's also doing lytical he knows how to go viral he's one of the greatest posters in the game folks you love it an absolute dog and I got another quote here that I like he just ripped a Steve
Jobs quote uh I've never found in my whole life that you could convince someone who doesn't want to work hard to work hard and I think that's so good you got to just find the people that are naturally motivated and just turn them loose on an amazing ambitious product a project and they're just going to go
it's much hard to transform someone who doesn't have the work ethic or doesn't get excited in the first place and so we got some more omj wisdom here from Peter Yang he says if you're in Tech run in one of these directions in this clip amjad shares two paths to Future proof your career in the AI era
get as close number one get as close to the metal as possible NASA won't use GPT JavaScript to run Rockets or to become a generalist who can go from idea to end product with AI and end omj and Peter had a great time chatting it said they covered why now is the best time to
learn to code a live demo of building a nutrition Tracker app the rise of personal apps and the future of work here are some more quotes from omj he says the return on learning to code doubles every six months this is amjad's law he's a good coiner cougan law respector says AI automates many of the
boring Parts what's left is you and your creativity the most exciting part of coding and that's 100% true no one likes setting up servers doing devops writing boiler plate code you want to get to the core value prop as fast as possible and AI lets you do that he says the ultimate
test for an AI coding agent is if you can make an app faster then you can Google for it I think we've done it I'll be honest with you I think road maps are dead um and so yeah this Echo what a lot this Echo is what a lot of people have been talking about even at big companies now they're saying I don't
don't come to me with a PRD come with a prototype and the thing about about building a prototype is you know a lot of ideas sound good in your head or you're not exactly sure how they could work how they should work and then you hold it in your hand and it becomes very
very obvious that you either nailed it or there's something wrong or there's some small issues and so this this ability to go from idea to prototype is going to massively you know much faster is going to massively accelerate you know progress across all different types
of businesses so um love to see it and uh congrats to the rip team and our last bit of breaking news that we got to cover is an article from Forbes that broke today so we're breaking the news that Forbes is covering silicon Valley's gundo for Bros are building the gundo Bros are building a y combinator for
military technology it's called Uh discipulus or discipulus how do you pronounce this discip disciple it's from disciple disciple Ventures I don't know they got a they got a they got a clip this and this only exists online and so I have never heard anyone say the word out loud the first people
topus okay discipulus Ventures andreon Horwitz Lux Capital and0 72 Ventures are backing a new generation of startups in elag gundo leaning into a magnified Pro Christian mostly male Le version of Silicon Valley let's go forb still got it they still got it they're coming for
you gundo bros you're on noticed from Forbes you can tell just a little bit of like cover little controversial yeah they're spicing it up you can imagine the right you know let's let's give some credit to the to the writer the journalist it's very possible that they
came in with the story and they said I love this team I love what they're doing this is great for every American we want more you know smart young people with capital to build ambitious you know products and and companies for you know our defense industrial base and the editor just goes all right well how
about this sounds great let's run it but how can you make it a culture War issue it's great I'm going to read some of this and I'm going to refer to it from here on out as DV because I don't know how to pronounce this thing uh last April in a warehouse in El Segundo the
LAX Airport adjacent neighborhood that has become the center of silicon Valley's defense Tech movement then 20-year-old student Jacob deepen Brock was hosting the future of the mil American military-industrial complex over the course of a week he and a cohort of similarly college aged
entrepreneurs brainstorm startup ideas pumped iron and kept themselves focused and fed from a fridge stuffed with Monster energy drinks and 50 pounds of ground beef fuel of Legends he proudly told a Forbes reporter who attended the event held by his firm DV I think I
actually spoke at this or I I went to one of their events um I've been I've been in touch with these guys before um almost a year later Elsa gundo Founders or self-identified gundo bros command the attention of some of the biggest Venture Capital outfits around Lux capital and D Horwitz and 72 Ventures
are among those who have backed more than a half a dozen of Founders from the first cohort alone they're pouring money into seed stage companies Duran which is developing autonomous drilling equipment for the mining industry Rune Technologies which is building software
for military units to manage Supply chains and Vanguard defense which is building a data product for electronic warfare now they've launched their own fund to back the second cohort of entrepreneurs that it plans to host for a week-long event in coming months raising six million from investors like
Kevin Harts uh Champion Hill Ventures and Leo po poetes uh it's a small fund but one with Big Y combinator style Ambitions that align with the Trump administration's priorities it's not like he's building an ad Network trying to make money Hearts told forbs he believes in his core mission of
restoring Industries and further furthering The Innovation edge of the United States what you got Jordy no I love to see it it's it's no matter what this journalist whatever they're their views on on gundo Bros it's impossible to describe the companies that are being built and not
get uh you know not get a little bit fired up I mean autonomous mining equipment we we've talked about durran on the show before Vanguard defense a data product for electronic warfare I feel like you know for us we're competing fighting for attention every day on the timeline Battlefield and so I
think that we might want to get access to that because in many ways you know we're we're you know engaged in electronic warfare ourselves but uh I uh I love to see it and and there are already so many uh the gundo has just been constantly getting memed but if you
actually go down there and you know even even the companies in my portfolio are absolutely crushing like uh there's there's a lot of hype but there's a lot of results there's a lot of progress there's been a lot of um you know companies already that have transitioned
from you know preed through you know post series A at this point um and they're doing that not off of uh hype they're doing that by working in big important industries that have you know completely lacked Innovation for you know really long time so um I think it's you know overall just awesome to see and
uh you know we need more dedicated investment vehicles that are on the ground there supporting the companies daytoday and you know those funds end up being you know kind of feeder funds for the kind of you know Downstream seriesa investors that are not ready to write 5
to10 million check when it's just a deck and and a you know a C Corp but uh will be there 18 months you know even a year down the line once they've sort of established their uh market and and product and made a lot of progress so um yeah it's awesome to see the culture War thing is so funny to me because there
was kind of like version one of like right-wing tech companies which were like parlor gab truth social and it was very much like take an ex existing tech company and maybe that tech company leans a little left and so we're going to rebuild it and it's going to be
exactly a perfect clone of Twitter but just like right-wing essentially and then and then it became like now we're talking about like oh I guess mining is right-wing or or like the military is rightwing like these things are like pretty broadly popular like and so I think a lot of the culture War thing
really is just like layered on here and you're going to wind up seeing a lot of Defense hard tech entrepreneurs that are just like yeah maybe I support the current Administration but like I'll support the next Administration I just support America and I don't really yeah I I like I like I mean Andel had this
for a long time where they had both you know co-founders that were on the right and the left it worked out very well for them they're there for America and even the worst the worst American president is still a thousand times better than a near peer adversary leader who is
actually who's actively trying to undermine America well and so and my my favorite my favorite thing about these articles anytime they try to dunk on the Gund Bros it always they always end up you know getting these Hall of Fame quotes you know like some of the quotes
Taylor Augustus now you know this quote at the top of the article saying that 50 pounds of ground beef and monster is fuel of Legends it's like it absolutely is like I want I want our you know hardworking young Tech technologist to be on a lot of monster and ground beef it's it's it is fuel for leg so I love
to see and so they're not competing directly with YC uh it's a much smaller program much more focused uh but uh our boy Augustus dco got a great shout out in here it says uh the Elsa good Community is lining up behind dv's accelerator with leaders from vaa and hadrien expected to advise the next
cohort of Founders Augusta dco a teal fellow who started a cloud seating startup called rain maker will soon host the group at his company's Warehouse there's a lot of talk about defense hardware and American dynamism dco said uh uh when push comes to shove some of
these people will become wildly successful for Augustus one of several very online gundo Bros this second cohort is further evidence of a shift away from an era of investment in consumer apps and B2B Solutions toward a new one that favors America's national security interests and Military
it's a so-called Vib shift that has inspired a magnified pro-christian vision of Silicon Valley tightly aligned with Elon Musk and the Trump administration's goals from billionaire venture capitalist Mark andreon for example has backed a venture firm called new founding which is building Christian
real estate enclave and hopes to be a part of an effort to forge new models and institutions that can shape the direction of Western Civilization so funny trying to position these companies as only aligned with a certain political you know cohorts goals because when you look at Mining
and you know military supply chain management and and these sort of you know Industries uh they do in many ways directly lead to you know Americans not having to go uh you know die on the battlefield right I think it's it's uh the sort of idea of deterrence through
Str strength is so so widely you know accepted now and this idea that yeah getting into a armed conflict with the United States is not a good idea and um and so I think again uh hopefully people come around to the idea that these you know oftentimes young 20-some year old Founders that are
building these companies uh even if you don't like the fact that they're proudly religious in some way or or like some aspect about them you have to at least uh uh I hope people over time you know from all sort of political backgrounds come to accept that they have American
Best intentions at heart right and they they truly are uh the vast majority of the time on a mi you know feel like they are on a mission to support their country uh in their own way yeah it also just seems like bad politics if you're driving a a narrative that like every
industry is now right Wing like I get with like some of the some of the more like obviously overtly political companies it's fine to say yeah like truth social is a right-wing social network but at a certain point if you start saying well like Building Bridges that's rightwing building roads that's
rightwing like you know uh ship building that's rightwing drilling mining that's rightwing well then all of a sudden it's like you don't have any like jobs in your Coalition you don't any workers like you just don't have anything to grab I mean it's the same thing with like Tesla oh yeah like like electric
cars like that's no longer a leftwing issue I was muted uh we should cover this more this week maybe have you know some of the people involved styman or or Delan on the show to talk about it but we have some actual breaking news uh the chat just the chat just shared it um
adonus thank you for flagging uh we got a Wall Street Journal article uh we are going to be breaking the Wall Street journals breaking news here which is that an Elon mled group makes a 97.4 billion doll bid for control of open AI um and uh you know there's a lot of rumors flying around at the moment but
we should maybe just get into this article and and see uh if you want to just read through it live John yeah I got it right here so uh Elon Musk Le group makes 97.4 uh billion dollar bid for control of open AI the unsolicited offer complicates Sam alman's plan to convert
open AI to a for-profit company uh it um let's see there uh so it's time for uh this is what Elon said he said uh it's time for open AI to return to the open source safety Focus Force for good it once was we will make sure that happens uh open AI hasn't commented yet ultman
and musk co-founded open AI in 2015 as a charity in 2019 after musk left the company and Alman became chief executive open aai created a for-profit subsidiary that has served as a vehicle for it to raise money from Microsoft and other investors Alman is in the process of turning the subsidiary into a
traditional company and spinning out the nonprofit which would own equity in the new for-profit one of the thorniest questions in the conversion has been how the nonprofit will be valued uh musk's bid sets a high bar and May mean that he or whoever runs the nonprofit would end
up with a large and possibly controlling stake in the new open AI for for profit um because remember the the the key shareholders in the new open a for-profit uh Microsoft uh the the employees of of open aai and then the nonprofit as well and then and then of course all the other Venture investors
that have been along for for a while uh this bid is being backed by musk's own artificial intelligence company xai which could merge with open aai following a deal um he also has several investors backing him including Valor Equity Partners uh Baron capital a
tradies management uh lots of Dune references I guess uh VI capital and 8C a venture firm led by Joe Lonsdale Ari Emanuel CEO of Hollywood company Endeavor is also backing the offer through his investment fund musk has filed a series of legal complaints accusing open AI of betraying its
original nonprofit Mission by creating a for-profit arm and colluding with its largest investor Microsoft to dominate the development of AI on January 7th Tober off sent a letter to the attorney Attorneys General in California where open AI is based and Delaware where it
is incorporated asking that they open up bidding for the company to determine the fair market value of its charitable assets musk and other critics have said they believe open AI May undervalue the nonprofit when they spin it out open AI has called musk's Legal claims baseless and overreaching and said that the
nonprofit will receive full value in its ownership stake for of the for-profit the company released documents in December that said it showed musk previously supported turning openai into a for-profit but walked away because he couldn't get control of it Tober off said musk's investor group is prepared
to match or exceed any bids higher than their own if Sam Alman and the president and the present open AI Inc board of directors are intent on becoming a fully for-profit Court uh Corporation it is vital that the charity be fairly compensated for what is uh for what its
leadership is taking away from it control of the most transformative technology of our time uh you want me to keep reading or I mean yeah why don't you cover let's just keep going I have a lot of thoughts yeah the day after Trump was inaugurated Alman appeared alongside the new
president and other Business Leaders to announce a plan called Stargate which we've talked about despite his close relationship with Trump musk wasn't part of that announcement hours after the White House Press Conference musk claimed on X that Stargates backers didn't have the promised money and
called Sam Alman a swindler Alman disputed musk's claims even before musk's latest move open AI faced numerous obstacles in what would be one of the biggest ever conversions of a charity to a for-profit company meta platforms sent a letter to California's attorney general in December expressing
its opposition to the plan and open AIS is locked in negotiations with Microsoft and other stakeholders over how much Equity they should receive in the new company openai has pledged to complete the transtion by late 2026 as part of a 6.6 billion funding round in October
that valued it at 157 billion it is separately to raise up to 40 billion in new funding that would value the company as high as 300 billion we talked about that that's the Moss around uh SoftBank conglomerate would lead the round and is in discussions to invest between 15 and 25 billion open a and soft Bank are
separately trying to raise billions for Stargate there's so much money going around here it's crazy anyway wow what a crazy turn of events let's see how it plays out what you got Jordy what are you thinking you know this this is coming at a I mean it comes at a really wild time
right because totally open AI open AI is clearly in the midst of structuring this new deal with MSA for a $40 billion round at something like a $350 billion round this in a weird way is like a new you know uh 100 billion pound uh Guerilla who's just coming in and
basically making a bid on the same asset in many ways and so obviously there's this weird corporate structure but you still have to look at open AI even though there's separate boards and a bunch of different sort of uh you know like you have to look at it all as sort of one unit right it's deeply
interconnected and it's just so uh I didn't think the story could get more dramatic but of course it did right because if you look at if you look at the amount of pressure that Elon has been putting on Sam from every possible way right from his own uh Twitter replies all the way through getting uh
tuck the the open AI whistleblower who who passed away um to getting Tucker to have this guy's parents on right like it's just like this excessive pressure and it's a really you know what I find fascinating about coming in and offering basically hundred billion dollar is that
uh no one else in the room can come up with that kind of cash especially given how much baggage is on the deal right now it would be one thing if Sam Altman was going and he had clean SE Corp and he was able to go to somebody like a uh Saudi Arabia or some type of Gulf in
investor group and say Hey you know I need to raise a hundred billion dollars to you know build out new data centers and you can get a bunch of preferred equity in this company but now there's very few people other than the richest man on earth that could hope to come up with a hundred billion dollar and so it
puts both the board of the nonprofit and the board of the for-profit in a weird situ situation and I don't know the exact uh you know voting structure or what the underlying docks look like but there's a very real possibility that this is elon's way to basically Force the board members to either vote with
him or vote against the interests of the company right because he's saying hey if if nobody will pay more than a hundred billion dollar for the nonprofit then and and nobody will even be able to pay close to that right then how do you how does a nonprofit even turn down that
offer maybe there's because it's structured as a nonprofit and there's but again like there's actual you know uh there's going to be actual like um you know underlying documents that support the nonprofit and probably provide some type of clarity around you
know um the board has a fiduciary duty to the nonprofit and to the for-profit and so it's just a very chaotic situation that could very easily throw off you know certainly if I'm Masa you know putting the biggest making the biggest investment of your life into a company where you don't actually
really know what you're buying and who you're going to be partnering with it's just a very um it's a wrench it it U it's it's a bit of a wrench bit of a wrench system this yeah and this comes at a time like obviously elon's competing directly with open AI he's spending five billion do on a new you
know training run it's it's it's this sort of uh full court full court you know press and he has a lot of good arguments right he can say I funded this nonprofit yep and I you know I still believe the technolog is important and I and and I and there's many way you know
look you there's a bunch of ways you can point out that you know and say hey Sam Alman you know has has a pattern of of not always you know his critics would say he has a pattern of you know speaking uh always speaking very truthfully on on certain topics and uh it's just a very uh it's an interesting
thing because Sam Alman you know known as the greatest probably deal guy in Tech History and and Paul Graham you know will say like he's the best like dealmaker that he's ever seen yep and so what he's been able to do with open AI despite this sort of uh all this baggage
around the structure since day one is actually incredible but then you're going up against the president's best friend who has you know the most you know personal wealth of of anyone on the planet and so many different ways to apply pressure so it's not uh you know it's certainly
not a uh you know who knows how it's going to play out but yeah I mean It's Complicated by the fact that you you mentioned fiduciary duty now it's weird because the not the board of the nonprofit actually does not have a fiduciary duty that's the way nonprofits very oddly yeah if you're if
you're on a nonprofit board you have a duty to the mission of that nonprofit but you do not have a fiduciary duty to maximize shareholder value and that just changes everything but then at the same time you look at this nonprofit I mean it's just looking at the numbers 300
million for open AI the for-profit 100 million hundred billion dollar 300 billion for open AI the for-profit there's a $100 billion roughly offer on the table for the nonprofit STS the reason that the nonprofit was going to get about a third of the for-profit and so this nonprofit
I mean I'm sure they have other assets but really the most valuable Golden Goose on the balance sheet for this nonprofit and nonprofits have balance sheets all the time they might have an office they might have typically it's like oh we have you know we have an office we have some that's it comes some
computers on the balance sheet that's it but here they have they have you know like a massive double digit percentage of open AI the for profit which is like potentially the next Google and like you know already making tons and tons of profit or not profit but tons and tons
of Revenue and so you have this like incredible asset and then yeah maybe you should be able to bid for it I have no idea this is completely unprecedented I've never heard of any nonprofit trading hands in the open market like this I don't even know how you would I
mean it's pretty clear how you would value it but I have no idea if you can actually do some sort of hostile takeover on a nonprofit like this I don't know if the the board like the board of a for-profit if there is an offer to buy the whole company at an incredible price that would maximize
shareholder value you have a legal obligation to take that to take that deal basically and that's how the Twitter changed hands and lots of hostile takeovers have happened but that's not the same as a nonprofit yeah and the the challenge is so Sam is on the board of both companies
right the nonprofit and the for-profit I don't know chat help us out here uh but in that situation if if Sam is on the board of the nonprofit and saying uh hey you know I you know I don't want to take this offer for any reason there then becomes this all this other you know everything is just deeply conflicted
right like the whole structure is is extremely conflicted and that this nonprofit developed this incredible technology realized that it wasn't going to work to run it as a nonprofit which I think everybody agrees right very difficult to raise hundred billion dollar for a nonprofit in a condensed
period of time and so the whole like it's just all twisted up and it's so conflicted that Elon would be able to argue well of course the nonprofit board doesn't want to take this offer because Sam Altman doesn't want to let a fox into the hen house right he he likes
what he has going wants to run this company but uh he doesn't have the best interest of the nonprofit at M right people can AR he has a good argument to be like Sam a year you know a year and a half ago was testifying and saying that he wasn't doing this for you know the
money and now he has a you know s% you know 10 10 soon to be I'm sure $30 billion dollar stake in the company you know what's going on here right and so what's what is very clear is there's no precedent for this type of transaction in American Business history right where you have such a what do you
what are you reading I'm laughing because this is from chat gbt is Sam Alman on both the open AI nonprofit and for-profit board and I have no idea if this is hallucination but it's from Chad GPT so we're going to read it anyway it says he's not on both boards he's on the
nonprofit entity board which is called open AI Inc which sounds like a for-profit and then that oversees the for-profit subsidiary which is open AI Global LLC which usually a for-profit is a C Corp but I guess it's an LLC um and it says he's not on the board of the for-profit entity but he's the CEO
of the for-profit entity and I think in the in the CEO turmo turmoil he was removed from the board added back as CEO but then the board was Rec reconstituted and some new people came in but he didn't make it back on the board I guess it's all very confusing I need like a
chart to map all this out um but I guess my question that is always I wonder you know there's there's always this question of like is is the AI stuff valuable just because it's going to be a power law outcome a trillion doll company and that will be incredibly valuable or is it actually like machine
God and and all other companies will be worthless and whoever controls the machine God will be God of humanity and Elon and Sam have kind of gone back and forth on this and it's always kind of hard to tell who is a True Believer and who's not they're saying one thing but
then you can say hey it's God and that actually helps you advance your mission of just building a great tech company um or you can say the opposite as like oh I'm just don't worry I'm just building the next Google like but really secretly you think you're building God uh and so
it's all very unclear like where everyone stands and and I don't know I I can't get to the bottom of it but it's certainly entertaining and I'm glad we're covering it it's a great time to have a podcast yeah one one thing that's very clear is Elon doesn't want to compete head-to-head with open AI
and he has access to the best talent and the most capital of of anybody in history right if if Elon puts the word up and says I'm building a new company he can quickly acquire some of the best talent in the world now ai is the most sort of competitive uh you know sector
in the world right now but it says a lot that he's willing to put up a hundred billion billion dollars to acquire uh you know a a you know what what would likely be 20 20 to 30% stake in the for-profit right so that says a lot I I I think it's totally possible that he believes that this sort of the talent
density at open Ai and the momentum that he has and and his understanding of of sort of power laws is just him saying I need to own 20 like I need to own a large part of this company because he would rather he just sees it as a much more likely outcome to you know owning
the most important company and AI versus um a lot of people have said oh maybe open AI is is Yahoo right and maybe xai and some of these new competitors will come up and just uh Leverage What open AI has learned and developed but then just sort of build whatever the next
platform is so to me it speaks volumes that he is saying no I not only am GNA get into this like you know massive lawsuit and do whatever I can and put all the social and political pressure on Sam but I'm actually willing to put up a hundred billion dollars of of his money and and his sort of Coalition of
investors to uh make this happen so um yeah that makes me absolutely that makes me Lean Like valuable tech product more than AGI God because if it was truly just about a race to build the biggest most powerful model uh You' think you'd want to just throw that extra hundred
billion into the into the next grock training run and and and really just focus on yourself King and instead uh and and and and maybe like the the fact that chat chup PT is in the home row of a 100 million people on their iPhones like maybe that's immaterial if you're building god um but this certainly feels
like hey maybe that's actually an important step into building God it's certainly valuable and so if there's a way to go get a piece of it uh it it is valuable um very very interesting development yeah I think I think you're I think you're totally right I think uh one thing you know this Dynamic of
everybody in the last like couple months admitting that okay we have AGI now it turns out AGI wasn't going to instant transform everything and if we do stagnate at all over the next 10 years the dominant AGI company which open AI is still the dominant it's dominant in
the consumer Minds it's dominant even from professional use cases and for him to say hey if open AI has a even a good chance at being the next Google in terms of something you know we talked about this before right if chat gbt becomes the evolution of the browser and that's
a consumer platform that you can own he very well could be thinking I don't want to I don't want to go and uh I don't want to try to build xai from scratch into into being on par with open AI because that is a very once you have like you've talked about hundreds of millions of consumers that have this
installed that use it that love it having distribution through X is not going to change that right like he doesn't have you know even even sort of Mark andreon having sorry not Mark andreon Mark Zuckerberg you know meta has a better chance of of competing with open AI from a pure consumer product
standpoint right now than xai right just because Instagram is such a larger you know platform so anyways absolutely wild very very wild yeah well Mom and Dad have been fighting in tech for months now and just want them to get back together and be friends again but I don't think it's G
to happen but we have some equally dramatic news I've actually been referred to as the Elon Musk of sleep and I've confirmed it now with my 100 sleep score from my e sleep highly recommend eth sleep I had to grind for this it took me two weeks to get here I retooled my schedule I can now fall
asleep just just 9:30 don't even need to listen to a podcast just quiet my mind boom I'm out in 5 minutes it's amazing and I think hopefully the viewers can see the performances Next Level Next Level so uh our coupon code is actually live TBN on on eight sleep you should go
pick one up it's really it's really life-changing I really can't speak enough uh I can't speak highly enough of it it's a weird thing because I had been sleeping on it at home and then I went on uh not a vacation exactly but I've been on the East Coast for almost two weeks now and it uh having that taken
away from you is just is is is miserable because once you experience it you're thinking how how did I ever sleep on just a you know lukewarm bed right uh and anyways yeah I mean so much dra on the timeline you don't want to be you don't want to be up late scrolling you
want to be in a nice cozy bed just ready to get the next day started uh what you got uh for me Jordy before we go into the the the China trade war in the journal you know I love talking about tariffs John I'm not a I'm I'm not a tariff expert but I'm a misinformation expert and so let's try to apply that
let's try to apply that lens to this uh to this to this piece you got here yeah so China strategy in the trade War threaten US tech companies and this was very interesting because I didn't even know they had any sort of jurisdiction over Google but uh Beijing just started
a probe of Google and they now have apple and broadcom in their sites Chinese officials are building a list of US technology companies that can be targeted with antitrust probes and other tools hoping to influence the tech Executives who are heavily represented
in president Trump's orbit people with the people familiar with beijing's strategy said the goal was to collect as many cards as possible to play in expected negotiations with the Trump Administration over us China issues including tariffs Beijing has already said it's investigating Nvidia and
Google over alleged anti-rust issues again not sure what they can do about Google I didn't even know Google had any presence in the country uh but I guess they can put the screws to them one way or another um other American companies in its site include Apple Silicon Valley
tech company broadcom and semiconductor design software firm synopsis uh synopsis has $35 billion acquisition awaiting approval by Beijing so maybe they bought some Chinese IP and it won't go through unless Trump plays ball China needs to use all of the leverage it can to hit back at the US and antitrust is
one of the most useful uh says a tech policy specialist um and so uh China is on a chip Gathering exercise uh likening the countries to poker players they want to come to the table to negotiate and need something to play with the strategy carries risk though American companies
recently have been less willing than Trump than than in Trump's first term to go to bat for China and the threats could backfire by discouraging companies from investing in the country when that is what Beijing wants Beijing has added to its regulatory Tools in recent years drawing lessons from America's approach
it in 2020 they created What's called the unreliable entity list the companies mimicking a US entity list that blocks Chinese technology leader Huawei and others from doing business with Americans in 2022 China amended its antitrust laws to tighten rules on anti-competitive mergers Chinese
officials hope to get the attention of people in Trump's world including the executives Who Sat by his side on inauguration day such as Google Sundar pacai and Apple's Tim Cook which is interesting because Tim Cook wasn't actually in the photo with Trump somehow
Tim Cook is such a master negotiator that he's able to I think he donated to the inauguration fund but he wasn't in the front row showing that he's not all in on Trump in this kind of iconic way which also makes him a little bit more fragile to Trump but then maybe a little bit more uh
durable Yeah Tim is in a rough spot right China's been so important to Apple's growth and is now shrinking right we covered this last week China Apple uh iPhone sales are down almost 10% in China and Tim and the Apple exec team are trying to blame this on the roll out of apple intelligence I don't
think anybody's bu that uh also you know if you produce the amount of products that Apple produces in China Apple literally uh would would um you know barely be able to survive in many ways without without China um and so he is in a he's in a rough spot uh and you know I
think one thing looking at at this article and hearing how they're positioning China uh trying to sort of gather their bargaining chips right it seems that in 2016 and for the first Trump admin the positioning from the from you know people just felt like Trump was wildly unpredictable and just a little
bit crazy right they were like we don't know what he's going to do he's just sort of doing things and every single day you you know refresh the news and it's like what is Trump doing today this time around I think that other countries and people internally in the US are
thinking of him more as okay there's a method to the madness and he is playing his game right he's said as you know in his book and you know in many many interviews he just loves doing deals and so he is playing a very very high stakes Game of Poker and I think other countries are starting to recognize that
and see themselves as okay we're playing in this sort of geopolitical Poker and uh we need to understand what our Leverage is you know what our you know what our bargaining chips are and really they're looking at it as like okay we're actually playing a very very high stakes
game uh you know basically betting our economies on each other and betting you know these different aspects of of Leverage so uh anyways we'll we'll see I think um uh I mean it's certainly going to show up in the big Tech earnings next quarter we certainly be tracking this uh uh this
is an interesting lever to pull it's not one that's been top of mind um there's a little bit more context here on mergers and antitrust uh mergers between multinationals typically require approval uh approval from antitrust Regulators around the globe and they can fall apart if they fail to gain even one
major country approval we saw this with figma and the EU the EU has blocked a lot of mergers and a lot of American like it's two American companies getting together but of course these all every company is multinational at this point and so these multinational merger
approvals are very important in 2018 us China trade conflicts in the first Trump Administration Qualcomm terminated its proposed purchase of Dutch chipmaker nxp semiconductors after failing to obtain clearance from China imagine what a bummer that is you're ready to do the deal and then China says no and you're
back you don't get your liquidity event today you got to keep grinding although I'm sure it's a big company NP uh us chipmaker broadcom broadcom tried to take over VMware that was valued at 61 billion when it was unveiled in May 2022 this was in Peril until a meeting between
Biden and seun ping in November 2023 the two leaders agreed to dial down tensions shortly afterward China greenlighted the deal at the 11th hour with conditions requiring broadcom to supply to Chinese customers so yeah it's that it's that trading chips on the PO
table Yeah so I don't think that an average person understands just how bad the communication channels have been between Beijing and Washington a I I was able to go to a talk last year with a us uh just us China expert from this group uh AI uh that's based in Washington and they have sort of
chapters around the US and he basically said that you know we we put on the you know we we uh X came to San Francisco and there was this big deal if you remember that I I don't know was it last year or the year before at this point where we cleaned up San Francisco we
made it nice and we made it look like there's this a real relationship there between our leaders but there's been there's there it's it's so bad that there's not even really like direct uh you know phone email lines like it's very much like happening through channels and almost playing a game of
telephone in many cases and so this was the case in the Gold War Kissinger was a back channel to China during the Knicks Administration and it was extremely controversial for them to open up those lines of communication although now it's kind of the opposite because the
relationship is actually falling apart more than it was rekindling but uh Kissinger had to go to Nepal and then like smuggle his way in and then meet with Joe and lie the the Chinese like right-hand man of the premiere and stuff and then eventually Nixon went and that was really controversial now um you know
I I think Trump is ready to ready to play ball I mean he went and shook hands with uh Kim Jong ill right or Kim Jong Moon uh and so he's ready to play ball but he just wants to be able to do a deal that's that's good in his terms and uh there's so many chips on the table
and uh if you're the CEO of a tech company you don't want to be one of the chips that Trump doesn't care about that's the worst thing you can possibly be is is is not on Trump's good side and he's like oh yeah like I don't like the broadcom guy anyway so yeah you can totally screw them over no you want to
be donating to his inaugural fund no matter what you think about the guy you got to be you know on his good side so that when the time comes he's ready to say you know what that's an American company I care about them they had my back and I'm going to have their back in
this negotiation I'm not just going to let you screw them over yeah um so anyway people people you know if you're purely in the in the business world you know business is Cutthroat right everybody that started a company has a competitor that they hate and that they're trying to take market share from
and it's similar sort of dynamic where you know you don't want to be overtly uh at war with this company but day to day you're you feel like you're in conflict and you're fighting and often times in those situations you'll still have the conf the the contact information of your
competitor right like I'm sure you've had open you know fairly open conversations with you know where you'll have the number of a company that you're competing with right and you'll yeah talk and be friendly and stuff like that and I think that's generally good we have less than that with China you know
between our governments like there's not it's not uh you know and and people have freaked out in the past with Trump you know just calling calling up other countries because like that's he's taking very much the sort of business approach to go you know to government
which is you know really not the norm so um anyways it it's it's I don't know uh I feel like some of the best most pointed commentary on the US China relationship is coming out of paler now they have some they have some you know specifically uh their CTO uh has has made some you know very clear comments
like you know we need to you know we need to embrace you know their private company right they they're in service of their shareholders and and you know because of how many government contractors they have contracts they have in many ways in service to the government but they're able to B come
out and say no we are at war with China and you know we need to be honest about that and our actions need to reflect that but uh our leaders aren't saying saying that right they can't say that because it's too it just Stokes too much uh controversy and and uh
potentially fear it's not necessarily um it's not not not not a lot of value coming from that necessarily so anyways see one one of our one of our one of our listeners um I'm blanking on his name is gigal along teu so he he really liked our our teu coverage and he he says I forget but he was posting and
saying if teu hits like some certain share price he's becoming a millionaire so I I I want them to hit that price just because I want one of our listeners to hit that Milestone but then I want him to sell and then like you know then get aggressive so oh it's wild um well let's skip
forward a little bit and give some quick hits on some uh followup news stories that we've covered in the past uh Sonos finally hits the hard reset button this is in the Wall Street Journal today uh Sonos chief executive Tom Conrad's job would be hard enough if he just had to
sell expensive speakers selling the idea that his Speaker Company can finally Master the software game is a heavier lift that however is the task at hand for the new CEO Conrad was named to the post last month succeeding longtime Chief Patrick Spence who took the company public in 2018 the switch
confirmed that Sonos is still reeling from a disastrous update to its app in May of last year which left many consumers who shelled out for premium speakers unable to use their products fiscal quarter fiscal first quarter results from Sonos on Thursday confirmed
the damage has lingered Revenue fell 10% year-over-year to 550 million for the December ending quarter while operating income pledged plunged 40% to about 48 million million very rough one particular telling stat is that the company's unit sales for the second half of the calendar year fell 14% from the
year earlier to about 2.7 million products sold the fewest for that period since 2016 and that was with the company's first ever entry into the premium headphone space uh Ben there are some incredible charts of how Sonos has uh been declining a very very rough bar
chart there uh those headphones called the Sonos Ace should have been a valuable expansion opportunity for a company Long confined to the homebased speaker but that but the launch took place about a month after the app roll out turned out to be the worst possible time and so analysts now expect Sonos
his Revenue to fall 3% for the fiscal year ending in September after an 88.3% drop can the new boss eventually turn things around Sonos is still a strong name in the Premium Auto in premium audio despite the Damage Done To The Brand by last year's app the go they uh they this week they uh said that they
would cut the size of the workforce by 12% we will see if that's enough the stock is way down relative to the S&P 500 there's another chart there of when they launch their app update they are down almost they they di 40% they've climbed back up a little bit uh there's
some good news from Morgan Stanley Morgan Stanley Eric Morgan Stanley's Eric wood ring says stepping back we are impressed by Management's ability to rip costs out of the model a tough demand backdrop and un and elevated uncertainty still hangs over Sonos though indeed only 38% of analysts rate Sonos to buy
compared with 74% before the app roll out the worst seems to be behind Sonos but they are still early in their transformation I don't know about that I used the app this weekend it was terrible it's still terrible um I'm just pulling out I'm pulling up the market uh yeah they are
they are having a rough a rough rough go uh I was I was in my garage looking at an old Sonos Play Bar that I have I have it in storage hopefully going to reinstall it I was thinking I was going to reinstall it in my house might just throw it away uh it's been it's been a
rough rough go and uh I don't know if there when they're going to turn the when they're going to turn the corner but they got to just roll back the software and make it work seamlessly and flawlessly you know you can't have these like delays and these and these breaks even just like turning up the volume
turning down the volume like it just doesn't work anymore so they have been they have been struggling uh anyway how's the market doing are you on public.com uh yeah I'm on public um I mean it's honestly been you know it's actually up 16% in the past six months
so that just goes to show how how you know bad of a situation they were in last year I would say that the ace the ace is an interesting you know product and and I don't see that uh uh home speakers are the kind of things that you expect to just work right they sit in one place you're coming in you
know maybe you're putting Spotify on or or whatever you do using Bluetooth it should just kind of turn on or Wi-Fi to just turn on and work but Sonos doesn't do that right everybody that owns Sonos is often times frustrated with them I have Sonos products in my house uh I
wish that I didn't I wish that I had you know just analog you know some type of analog solution I think that there's this uh place I was staying this um past week was like such a smart home that it was really like frustrating to use because it it it just if everything's not sort of perfectly interconnected it
just kind of everything breaks down and so the issue is if you give consumers the experience of a poor experience with physical products that are sitting in your home that should just work and then you said say hey well we know you kind of had issues with this product but now
we're going to give you a product like headphones that you're going to wear potentially for hours and hours and hours all day long and use on car calls and apps and keep them around and you know there's where there's even less tolerance right if you've ever had airpods that are kind of freaking out
and not working it's very very frustrating right and so I think the jump from home uh Hardware to hey now we're going to build Hardware that you're going to take with you all through your life I don't want Sonos following me around when I leave the house stay stay at home give me some I
need some peace peace and quiet away from that uh those smart speakers but uh the other challenge is just pricing right the the Sonos Ace is like about 350 bucks you can get the Apple airpods Max for about F like $200 more and head the issue with headphones is headphones
are I would say more of a that category more of a luxury item than a utility right people in 2025 care less about music quality overall because a lot of entertainment is happening through apps and things like that and so if you're giving consumers the choice of hey you
can use you can buy Apple airpods that are a luxury sort of fashion product statement right that says something about you may not like that but it's it's true sort of an accessory um or you can buy the Sonos Ace which have no brand recognition are still expensive at $350 right it's it's not a it's not like
they came in with the super budget option that's just a really tough sell right no kid is going into Christmas you know teenager being like Oh I really want the Sonos Ace right it's it's very clearly it it doesn't feel worth even you know maybe they're as good of sound quality they probably are as good
as the Air airpod Maxes but that is not the deciding factor I think for a lot of consumers is I just want the best you know sounding pair of headphones and I want great value they're saying I want to accessorize by having this luxury product and I want something super
reliable that integrates into my existing mobile experience yeah and uh I mean Mark Zuckerberg was on Rogan talking about how Apple has locked down uh some of the Bluetooth apis that make airpods so seamless to use and how uh Facebook wanted to integrate with the iPhone at a deeper level and apple kind
of made it difficult and uh that's just a tough place to be and if you're Sonos and you don't have leverage over Apple sure they have to open up some of the apis and you get to use some of the Bluetooth stuff but you don't get their proprietary Network because Apple can
always say hey privacy if we give you too if we give some random company too much access to the user's data that's a privacy issue and then the flip side of that which is which is a good it's a good argument you do want you don't want some cheap head company just stealing
all your iPhone passwords or money or something like that that makes sense but when it's Sonos and they can review the code they should be able to operate at the same level through the same apis but of course Apple you know knows that they benefit from that and they're going to
sell more more more products if they lock it down so anyway uh we should move on to Super Bowl the last last thing I was gonna say If you think about airpods as a business line being roughly equivalent you know in terms of importance as their agreement with
with uh you know as as as Google uh Apple's relationship right yeah apple makes roughly $20 billion a year from that that search you know partnership airpods are not as uh you know not putting up as much you know profit margins but it's a$ 22 billion do business line Apple's not going to just
give that away right like airpods will continue to grow it's a very meaningful business and so going and competing with you know you know again it almost feels like uh yeah okay they could sell some headphones but certainly not going to save the company yeah well let's move on
to the Super Bowl did you watch the Super Bowl did you watch the ramp ad what you think I did I watched the ramp ad and I and I saw some football too did you bet on the Super Bowl you know so not following one we've talked about this I've never been into sports betting we joke about sports
betting a lot because it's just funny to me to me it's just funny I don't I don't really I mean I understand why people like to do it but for me I was looking I I I downloaded DraftKings because I was like all right I've gotten enough of your ads probably thousands of people
have told me to to download DraftKings let me check it out and I looked at all the sort of like preset parlays and the thing that was I just don't know enough I don't know anything about you know football and so I was just looking at this sort of like sequin or oriented bets that I don't even know if they
would have played out or anything like that but I didn't bet I did watch I saw somebody post something that I think is cool we're all sort of in our own digital worlds and like hyperfocused on our own individual events right like you and I are here uh you know freaking out
about uh Elon making a bid on open Ai and if you walk out if I walk out on the street in New York somebody's thinking about you know Cricket in India right like we're just fixated on totally different things uh the super bow is very cool and that the entire country can just Orient around a single sort of
cultural event and it is as much of a cultural event as it is you know a sporting event so totally I appreciate I had a post about this here's how I'm betting on the Super Bowl 10x levered long FanDuel 5x levered long DraftKings American Deens are going to lose billions today on parlays they don't
even understand the house always wins and I was texting with uh Sager and Jetty and he said uh he told me that uh FanDuel reports taking in over 16.6 million Super Bowl bets a 19% increase from last year activity peaked at nearly 70,000 bets per minute according to the
sports book I was kind of joking obviously this is not Financial advice I was not actually telling people to go uh 10x levered long FanDuel or 5x lever long draftking yeah you gota be you gotta be careful John because somebody in the chat somebody in the chat I looked at the I looked at the results
for the past week DraftKings is up 3% on public.com flutter entertainment uh I think they own FanDuel they uh they were uh they were up 1.3% the last week and the market is only up 1.1 the S&P 500 so oddly enough DraftKings and FanDuel did outperform the S&P 500 during this Super Bowl
cycle John we did not and to be clear we do not offer Financial uh advice on this show this is for entertainment purposes only but uh but yeah I mean a lot of that stuff had to have been fairly priced in just because everything's of course always priced in we'll never tell
you what to buy but we will tell you where to buy it go to public.com for all your trading needs and fortunately the market is npv positive unlike sports betting and so uh you know you just took $20 that you were going to spend on every Sports bet for the next Sports season and you just put that into an ETF
you would be uh fantastically well off uh Sager went on to send me something he said uh uh based on the historical data up to April 2024 he said if you would have invested $200 monthly for 34 months totaling $6,800 you would have bought 72 shares of the S&P and the value as of April
2024 would have been uh eight 8,700 for a return of 28% you really can't go wrong uh he says dollar cost averaging uh through February 2025 you'd be up 60% LMFAO and you're not going to find 60% returns in the sports book unfortunately so we recommend staying away from the
sports book heading over to public.com I mean not necessarily factually correct because I'm sure a lot of people ask night had uh you know like generational momes haters just re betting the house against him having a rough night they probably did well but more importantly
uh should we talk about Tom Brady we should we should so Tom Brady was uh taken to task by Derek guy d workware uh he says he dislikes the grotesque opulence and Flash of modern watches and we have some info here Tom Brady was spotted wearing uh a Jacob and Co yellow Sapphire caviar turbon watch worth over
$800,000 is an exclusive it's an extremely exclusive piece and if you want to pick up an $800,000 watch we recommend that you head over to bezel download the bezel app and pick something out not my taste personally I'd probably go for something a little bit more subdude but if you want to make
a statement can't go wrong with a Jacob and Co Sapphire caviar turbon yeah an absolute hitter uh so we were texting with qu one of the one of the founders of bezel about this this whole debacle and uh Quaid uh Quaid Quaid you know didn't actually have direct context as I'm sure it wasn't
released but he he felt that this was such a ridiculous watch choice and I'm sure even Tom felt silly about it that he said it was a possib that it would be a an actual paid uh you know some type of of paid partnership um but uh you know who knows uh who knows certainly
Tom has been photographed in some you know fantastic pieces uh over the years I mean as soon as this went out on TV I was searching uh act just for Tom Brady watch and there were thousands of tweets like he grabbed the attention with it maybe in a good way maybe in a bad way
but either way he's raising the profile of uh you know fast uh of flashy watches loud opulence is fully back with this watch and there's a lot to like about this nothing wrong with a gold watch nothing wrong with a big watch nothing wrong with a turbon in a watch uh so you
know nothing wrong with a nothing wrong with a watch that is majority yellow Sapphire you yeah I also saw something else I didn't I didn't really know this but apparently these these watches actually trade very quickly at at a fraction of their of their retail price so they retail really high but the second the
secondary market for Jacob and Co is is pretty rough um which makes sense I don't think a lot of people to be honest I felt like very few people saw this watch and and said I I need this watch that's incredible whereas I've seen Tom Brady's you know you know Tom Brady you know frequently gets gets
featured on like celebrity watch roundups and oftentimes he'll wear stuff that's like yeah that is a fantastic piece like I would love to add that to my collection someday and so anyways I don't know if it's hard to uh I love XIs trying to trying to explain it why did
Brady pick this watch it's like never we'll never know we'll never know we'll have to get him on the show and ask him um but let's stay with the Super Bowl we're going to review some Super Bowl ads of course chat GPT massive ad uh very controversial a lot of people hated it
some people loved it Jack applebe uh chimes in he says chaty PT what you just lit $7 million on fire worst Super Bowl ad ever imagine having one of the coolest Tech Innovations ever and not showing the super audience what it actually does God that was a horrible ad uh how did you feel about the chaty PT
ad Jordy when you when you saw it uh so adquick partnered with beehive um and they did a whole Roundup and they they actually had it listed that this was a $16 million ad because it was full 60 seconds it was a very it was that you know basically the uh the the ad unit for Siz Lord so so I looking
at it outside of the realm of where of the context that it was being played I thought it was a fantastic ad I watched it I felt it had a lot of very cool symbolism I it was a it was a lot more fun than anything that I've seen open AI y put out uh I thought yeah again I've
rewatched it since then I thought it had good energy it made me like open AI more yep right because a lot of this stuff like a lot of the criticisms lately if you ignore Sam Alman been around you know the nonprofit structure have been around oh they're bad at naming you know
like what what's going on here and so you're just focused on like you know using the app all the time but you're like oh o1 Pro o1 this and this felt like they kind of rallied around this whole it felt like you know showing the sort of history of humanity through this you know very cool uh in in sort of bits
right it was just very um I felt like yeah you could easily apply all the symbolism and meaning behind it and it felt inspiring and futuristic and fun but then you put that in the concept in in the context of hey you had an opportunity to you know who is this for I felt like this was a great ad for the
technology industry and the sort of P almost like power users right but um the thing is like they're in the middle of raising $40 billion this is a fraction of their probably like next 12 months ad budget and it's perfectly fine for you know perfectly fine for them to to sort of
light money on fire to to to but yeah the way I think about it is is when you're a startup that's bootstrapping you have a vision you have a philosophy you have a message for what you're building a story that you're telling and when you have no money you're going to
go direct and you're going to write maybe a a thread or a long post or a blog post and put it out for free and if it's compelling it'll go viral and maybe it's a pitch deck and your idea is instantiated your vision for the world is instantiated in a deck that goes around and is is told to people one to
one for free then as you get bigger uh let's say you're a billion dollar unicorn you might be able to instantiate your vision statement in a really slickly produced video that you put out on Twitter or X or you put it on your homepage and it's a message from the founder saying this is what we believe
and then you'll do some earned media and you'll keep telling your story but when you're $50 billion company raising 2040 billion like you can just put your vision statement on can just do things that's the basically yeah it's just like hey hey we got this cool Vision Video it
tells everyone what we're like why don't we just like put some spend behind it and some spend in this context is a Super Bowl ad and it's crazy but but yes I I agree that like this is not a good direct response ad this doesn't tell me what the product is but this is but as
as an indiv ual piece of content I liked it but again in a crowded room of people that are drinking beers and eating Doritos like not the best way to this almost feels like it should run before a trailer for the next uh denil new movie like you go see Dune and you see this
and you're like wow that was aesthetic the design is cool the pixelation the circles and it is tying into things but it's pure like brand building it's not really like Hey we're here here's what you can do install the app right now it's the opposite of the coinbase app
which was just a QR code to install the the the app it's just like direct response you know about Bitcoin you're going to buy it get get it right now there's a lot of ads that do that like there there were a number of companies that were like hey here's the QR code to download the app we're giving away money
or you know order on Uber Eats today order on door Dash today and this was very much just like we have a Vibe reel and we're putting it out and we happen to put spend behind it so it wound up at the Super Bowl yeah so one Effect one effect that was positive and that this
was what they were probably going for is the takeaway of oh this is the next apple right because it felt like very it felt creative and inspiring and fun and it felt like you know human and and even though it was this sort of digital experience if you wanted to say how do
we ma if if open and and open AI probably went to their Ad Agency and said we want open aai to be to fill this void that Apple Left Right Apple's like saying G Emoji it like all this like slop you know slop out of home ads hey there's this void there can be this
inspiring uh human centered consumer brand that Sparks creativity and helps you know which is what Apple did right now the ad agency's job is to come up with something and they and they they con they then convince the company and saying this is the right thing like you're gonna you know this is your
moment like let's own this let's do a 60-second ad and let's be the most you know inspiring cool ad it was like objectively the coolest ad that I saw right ramp was super cool if you're like uh Eagles or saquan fan Y and you're already a ramp customer and it's like wow ramp is this massive you know
company they're playing at like the big they're in the big leagues now this isn't a startup anymore if chat if chat gbt open AI wanted to come at this from the lens of hey let's use this as a user acquisition moment to like put heat on Google I would have taken the $16
million and run four individual ads throughout the entire Super Bowl and just done 15-second ads right so it's like demonstrating how the product can be used in different ways of saying he Sports yeah yeah yeah tie it to sports say like like go to chat gbt right now and search tell me the history of saquan
Barkley oh explain to me all the rules of football you know hey I'm watching for the first time like that could be a really fun use of CH because a lot of people are watching football for the first time hey uh I I noticed that like you get the ball on the 30 line now when
when the ball goes out of the back that's a new rule to me when did that go in that's a question that I would actually chat gbt during the during the game and they could have played on all that done a ton of stuff just to drive downloads but that wasn't the
goal yeah they could have done an ad for the DJ Sports betters the the sort of moms the girlfriends that don't know about football at all for hard fans and to me to me to me this is I'm going to make a funny comparison here so if I'm perplexity and I'm Google and I'm seeing this open AI I'm like
whe that was that was close because they could have come hardcore for the sort of search answer engine type narrative and I noticed when I was watching the game I was Googling I I I still landed on Google Super Bowl stats because I wanted to know uh how many rushing yards each
team had and Google had a beautiful little like programat it wasn't generative AI it just plugged into that widget I didn't even have to go to a sports website and it just gave me the exact info I needed and that's something I could have gone to Chach for if they just built like a little modu little
module and like made it fun and interesting and perplexity is doing that um and and I'm sure that they you know next Super Bowl they'll be there but uh yeah I mean uh interesting execution for sure if if you're if you're a a perplexity right uh watching this ad you're you're you're you're sort of like
uh my competitor which they're very real competitors right even if they're technically like marting and going in different directions uh the perplexity team is like stoked because they're like okay Chad gbt took an opportunity where they could have like dominated M share being
this new search product and they like did this brand exploration yeah uh is similar to Drake watching Kendrick Lamar uh you know diss him you know aggressively through this thing but put on what many people are saying is like the worst halftime show that they've ever seen right and so he's sort of like
he's sort of like watching he's like oh like I guess like I guess you know yeah Dodge the bullet a little bit um yeah I mean it was the same thing where I think that Kendrick performance uh probably would have been great in a different context but it just wasn't people didn't
think it was appropriate for the Super Bowl because uh you know again like Kendrick has all these like layered lyrics it's almost better to listen to it like as an audio file with some great headphones as opposed to like in a loud crowded room when everyone's drinking beers and and and you can't really
follow what's going on versus like the Kendrick performance two years ago at the Super Bowl in La was like Dr Dre and Snoop jog just playing like the biggest bangers everyone has heard these songs and it just looked like a party the whole time and you're like okay that's
what a Super Bowl show should be and and it's not like the Super Bowl is so low attention span the whole time people are second screening they're talking they're drinking they're playing drinking games like breaking through with anything that requires any sort of secondary level of
thought is just really really difficult but let's let's move on to some Super Bowl T T die in the chat says chat gbt cook me a nasty plus plus 10,000 parlay so that like he could have there could have been some uh but but one of even cooking how do I make a great
nachos how do I make how do I make wings like that's something you could ask CH GPT didn't break through in that way Jack I was just GNA last thing because you called this out too he's saying that part of the reason why they maybe just focus on the brand is just like the
knowledge cut off where if you go into a chat GPT and you search immediately about stuff and like it actually is not going to be a good experience it's great if you want to understand when was the last time you know the eagle what are the what five times have the Eagles won the Super Bowl or something like that
it'll nail that but it won't nail the sort of like actual uh day-to-day super topical stuff yeah well let's move on to the ad from the tech company that Jack Apple be really liked uh he loved Google pixel's Super Bowl spot he said it was so touching said I'm not crying you're
crying no one's better at taking a tech feature and telling a wonderful emotional story while still making sure we all get the product benefit this script is fantastic and the screenshot here is a Google search bar saying explain bullying to a child so very like emotional uh playing on the heartstrings
of like being a parent how you would use Google to to to solve a really complex and difficult topic and Google's always been great at that telling like a love story an emotional story uh and uh and I think they've really done a good job of like telling some sort of like cinematic
vignette that's emotional while still tying it back to the to the product what was your take on it did you watch it or are you seeing it so I think I think it was a a well produced spot it's just like there's such a big dis is there such a big disconnect with with a Google ad and what they actually
are as a company if I wanted to understand how to explain bullying to my kids I would I would Google how to explain bullying to my kids Reddit right like that's like the ACT that's like the actual way that you would get that hilarious imagine getting like getting a
getting a Google auto summary of like how you know so again I thought this ad was like very forgettable I came away from it being like Okay Google is obviously going to run a Super Bowl ad as a multi-trillion dollar company not going to remember it you know really ever again I hardly remember the
contents and I'm very much in the Target demo right it was all about you know parenting and how to how to you know so anyways I thought it was a big It Feels Like The Prestige movies at the Academy Awards where at a certain point like okay yeah I can just imagine that that
this year's Best Picture nominees are going to be about like oh Brave journalist fighting some big thing and then oh like some foreign language film about like the Catholic church or whatever and and I don't even know what movies are nominated but I'm sure they're going to be like the same like
heartstrings dramas that are like always Prestige films Google's just put out so many of these that they do they they fail to break through in the same way uh as like I think the first time Google did it it was very very cool um but again uh at least they're exploring the
product because uh Salesforce did not do a good job with that I don't know if we should move on to yeah the last the last thing the last thing is like getting an ad from Google is like getting an ad from Comcast right like it could be the most well produced emotional ad and
you're still like cool thanks Comcast for taking up time that I'll never get back you know like it's not yeah and so uh Salesforce Jack applebe says what Salesforce your Super Bowl Aden makes no sense restaurants don't seat you outside in the rain and no one understands your
AI products role in reservations why what a weird spot that serves no purpose but they got your boy uh Matthew MCC on uh in the ad he had so many cameos and uh yeah Salesforce is always kind of struggled with this they they they tend to paint a very broad picture and they don't do a good job it's interesting
because it's kind of in the same in the same realm as like people were kind of criticizing the ramp ad because they're like how many CFOs were really watching but at least the ramp ad was like very clear value prop for the CEOs for the CFOs whereas this but to be clear yeah
to be clear probably like 90% of CFOs are watching totally yeah makes sense anywhere so so yeah you're you're if you want to you know sort of collect uh yeah the flip side is is that is that 90% of people who manage Salesforce in installations were also watching but they don't do a good job of showing the
value like with the ramp at it's very clear it's like instead of expense rep receipts and like dealing with filing expense reports ramp will make that faster so what you should be doing Salesforce is saying instead of manually going through and tagging every you know uh every different line item in your CRM
Salesforce AI agents will do that for you you know but instead it's like this very vague ad about Matthew mccon dining outside it's it's striking but it doesn't tell me what the product is well so you remember in 2023 where there was this controversy because it came out I
think in in some type of shareholder report that Matthew MCC was making like $10 million a year to basically be like around like Benny off's like friend like hey I'm going to give you 10 million a year to just kind of like do creative advisory on the company and and stuff
like that um Salesforce is in is such a I don't know that like you get to the point as at a company of the SI it becomes I think branding just gets so much harder at extreme scale right where people have so much experience and their own opinions and feelings about your product that it's really hard to
overcome that right like Google is very much like cable for me it's a utility I you know I get email from them I get search you know YouTube things like that but I don't really care to have like that much of an emotional relationship and then Salesforce is the same thing
where it's just sort of a dominant CRM provider it's known for being clunky and hard to implement and and you know it's it's sort of almost like necessary evil and so just going and doing doing random stuff like this doesn't move the brand forward it doesn't increase people's
feelings you know I I I can't you know maybe maybe the average American is looking at this and being like I like Matthew mccon maybe I'll like you know maybe I'm more inclined to take a Salesforce demo next time I get hit up by one of their sdrs like maybe who knows yeah yeah
maybe yeah uh I mean just just brand awareness they're in the game and they're just getting a little bit across but they could have been more tur with it um well let's stay with Matthew MCC because a couple slides later Ben we got uh Uber Eats uh with the most cameos in the Super Bowl ad they got Matthew mccon
there and I saw this ad and I liked it I thought it was interesting because like it is a tech company advertising the Super Bowl we barely even think about it because it's just a food delivery company but uh I I just thought it was like the perfect place to advertise this
because you're you're you're eating and and there's always last minute things everyone's ordering pizza there's always dominoes and beer beer ads during the Super Bowl Uber Eats and delivery services is the perfect time to advertise oh we forgot the wings let's see if we can go on Uber Eats uh they
had some really nice green bags which I've never received Uber Eats in but they really stuck out in every single shot that they framed it was beautifully uh the cinematography was beautiful and uh and they got a bunch of cameos to kind of just draw your eye back to the
screen for something that would otherwise be pretty boring but it's the perfect time to think about hey I do want more chicken wings let's order that right now and I bet a lot of people installed the app and I bet a lot of people uh just ordered Uber Eats while this ad was going live so I thought it
was a pretty good one what do you think Jordy I actually didn't see this one it might have been in the second half where the the I knew I knew ramp had it had the game in the bag so I just kind of checked out okay well let's move on to the instacart one I don't know if you saw
that one no but but yeah look looking at Uber Eats and these sort of mass Market consumer products it is uh I think the Super Bowl is a great way for an Enterprise company to say hey we're here we're playing in the big leagues it's a tougher place to stand out if you are you know a dominant you know Enterprise
company already and and people already have opinion but great opportunity again probably some of the best money that Uber Eats will spend this year even if it doesn't have the sort of direct attribution that they might have on other channels yeah and I think
instacart interestingly obviously a direct rival in many ways uh more for grocery than food delivery but still in the delivery game uh Jack applebe says wow instacart got some crazy brand cameos for their Super Bowl spot Kool-Aid guy Mr Clean Old Spice Guy Pillsbury Doughboy and of course puppy
monkey baby I don't even know what that means Chester the Cheeto Cheeto is there um Chester the Cheetah who is Cheeto mascot is there uh and I always wonder how these brand collaborations work do they do they wind up have paying part of the ad spot Bill like if you're Cheetos
brand and you say hey it's a 6 million Doll ad spot we'll put a million dollars if you're promoting Cheetos in your instacart ad even though it's an instacart ad or is it kind of just like a friendly handshake thing wonder about that who who knows what the deal looked like it's very possible that this was
instacart's way of hacking a free ad by going to the IP holders and saying hey I'm going to get you in the Super Bowl for a million dollars instead of you know whatever and you're going to get that exposure to the audience and that's just an easier decision to make uh an
instacart might have cut the you know piece up and said hey everybody's thrown in six million or eight million or four million whatever I don't know how long the spot was but um yeah yeah I was thinking why combinator should run a Super Bowl ad carve up the Six Million into 60 different companies you get half
a second your logo flashes on we almost did that back in the party round days we we got like a very last minute offer it was like 30 grand and for for like a 15sec spot in like the nor you know the northeast or something like that we gonna cut it up and and do like a last
minute thing like drop your logo but the logistics of getting all the approvals and everything just didn't work out um well it would be fun uh and last but not least we got to close on the ramp ad I love that they've been doing a lot of followup they've really been getting all
the juice out of this lemon they're squeezing uh Eric Lyman today writes why did ramp make a Super Bowl ad with saquin chasing down expense reports because while everyone was watching the game Finance teams across America were still working to close January's books I was surprised to see in our analytics
that tens of thousands were working the weekend they deserve their moment in the spotlight and so uh you know I think I I think the ad went over very well it was very clear and it delivered very quickly and I was happy to see it live any more to say on ramp ad absolute
dog absolute dog I mean at the end of the day I just would highlight again that I feel like Eric and sequan are are you know basically the same person on just different paths just humble humble Savages so it was awesome to see you know as much as yesterday was a win for
Billy's fan it was a win for people that like Finance automation so uh what what a day said it better myself completely agree well let's move on to some timeline some news from Ax over the weekend Ben hilac says if 03 was the 175th best programmer in the world every company in the world would immediately
stop hiring software Engineers we clearly need a better way of measuring what llms are capable of uh because open ai's reasoning model has been cling the rankings and has been ranking very highly in terms of software engineering but uh still has yet to be fully implemented a lot of companies uh what
do you think there's always the argument that this stuff is just additive you keep your software engineers and you let them do more with the new tools or in the future maybe you don't hire them at all what do you think no I think it's uh I think it's a good I mean I think
it's just a great framing from uh Ben I mean Ben and people that listen to the show know that Ben did the Jaguar redesign also has an AI analytics company um but it's a very good it's a very good point in that uh you can say that 03 is ranked as the 175th best
programmer but in practice it doesn't feel like that when you're using it right it doesn't you know it doesn't feel like you have a top 1,000 programmer in the world coding with you it it feels like you have more you know people position it more as like a very good new grad that can work extremely
quickly right yeah which is still very valuable and so like I think calling out that difference between what it's capable of but then what matters more is how companies are able to leverage it internally right and uh open AI you know clearly is still hiring software
Engineers they're also not getting the same value as 17 so it's like ability and value right everybody's hired employees who are like ridiculously talented but then can't deliver on that talent in your organization and that kind of feels like where 03 is at and just all models in general it's like hey
you're clearly brilliant but like you got to be able to do a bit more for me here right for it to like you know sort of live up to the expectation yeah a lot of supervision still involved have you been following the ai.com drama uh there's a tweet here oh yeah breaking deep seek may have bought the domain
ai.com and it now redirects straight to their site just like how openi snapdup chat.com our domain power moves the new arms race and AI but Pier uh richelson says ai.com is the wildest thing out there no it's not changing hands there's a person behind this URL switching from
open aai to xai and now to deep seek what a fascinating hustle what are they getting out of this I don't understand no so so what's really obvious here is that ai.com is owned by a domain investor and nobody nobody they've clearly gone to all these different companies and tried to sell it yep uh to
them and now they're they you know they probably I'm sure like any of these companies would pay $5 million for ai.com right just to kind of have um but uh I don't think it's that great of a name for a bunch of reasons or like necessarily that valuable and so I think a lot of these
companies are probably looking at it and being like well we have our name's open AI chat gbt is our core consumer product X is like okay xai is a pretty good name and it's very possible ai.com has has some is saying like I wouldn't sell it for less than a hundred million
do and so now they're trying to create leverage and they probably have some traffic and so they're just trying to create this leverage between the different groups of being like at any moment it might go to your competitors so now it's redirecting to you and now it's redirecting to you and so anyways
yeah it's technically smart but the thing about the domain spaces people are just uh you know we we talked about that story that um that Rob had shared from snagged where the Instagram the owners of instagram.com sold the domain and then SU to Instagram later and said oh it wasn't sold with you know the
daughter signed off on the sale but not the family who really owned it and they tried to claw it back and all this stuff so the domain space is like still the Wild Wild West uh I the craziest domain deal I did was for a domain that was like owned by like a Chinese Investment
Group which was smooth to their to their credit but um it was still a weird like long you know months long negotiation um so anyways I'm I'm interested to see where this ends up um it could be one of those things that it ends up not even being bought by a new
player and gets bought by a Google or something like that yeah yeah it's odd because uh obviously like web browser.com was not important in the browser Wars uh Chrome never I don't even know if they own chrome.com you just go to Google or bang and you type in install Chrome and that's the end of
that uh but let's move on to some amazing news Eddie Zoo says he got banned from the Columbia hackathon for being too young so We snuck in and we won and he said big shout out to a bunch of people and yes we told the organizers and returned the prizes afterwards wow
what a heartwarming story absolutely C kids fantastic got these Chads in in in Doge they're ready they're ready they're ready yeah you can just do things Incorporated I love it uh yeah very exciting I mean I don't know why there's an age gate on hackathons maybe it's uh something about Colombia wanting to
restrict it just to students uh but I love that they snu in and hilarious that they want there's some there's some students that would be seven that could be you know just you know a year ahead or something I was thinking it might be some sort of like insurance and and and
and like legal liability because like you're staying up all night at this hackathon and to be on campus you need to sign some waiver because the school is technically responsible for you uh but you know seems like a victimless crime sneaking into a hackathon I love that they build some stuff I hope that
Eddie posts more results of what they actually built I want to hear about it I want to follow the story Eddie uh if you're listening uh send us more breakdown of what happened how' you sneak in what do you have to do did you have to go out in the back door what do you have to do leave a door open
credentials what are the layers that you do were you wearing a fake beard fake mustache glasses was it three kids in a trench coat I want to know what happened break it down for us three builders in a trench three cracked builders in a trench coat three Zoomers and a trench
coat that's the way you get into the Columbia hackathon but congratulations on winning we're very happy for you and uh good luck to whatever you build next let us know um let's move on to dirtman beack he says he's been on the show before he says people think making Moon
the Moon estate is just a meme but there is a real tangible pathway there and he shares a video of nuke genrich uh 13,000 people is what it will take what does that look like practically assuming that Starship can carry 100 people to the Moon that means we only need 130
launches to there to carry the people let's forax that let's forx that number for equipment and orbital refueling that's 520 launches and so he estimates $60 million per launch we get 31 billion in launch costs totally doable less than Stargate and we have a moon base and so
I love to see people breaking down when the moon should be a state meme uh broke through and and salana was pushing it I did a deep dive on moon law a little bit wrote a thread kind of breaking down how it actually work it's fascinating I think this is going to be a topic of conversation for many many years to come
and it's going to break through any day yeah and to be clear us going and renaming the Gulf of Mexico the Gulf of America is just sort of foreshadowing for re you you know uh you know I don't know would we keep Moon as the name would we name it new America you know
something like that the proposal is just there's a 51st state and it's just called Moon and so you're in yeah Massachusetts I'm from Florida you're from Moon the end and I'd be happy with that I'd be happy with that Governor we need you know some uh some Interstate freeways up there we need parking lots
McDonald's and all the all the things that make it americ State I told you for my next son uh we we were thinking about the name rocket Little Rocket Haze oh yeah that'd be a cool story being like yeah I grew up in californ like I was born in California but I really mostly
grew up on the moon uh and it's like okay A little bit of nominative uh determinism there little rocket I love it uh well let's move on to some more amazing and good news from Real News news Eerie I guess uh the Irishman that was stabbed in the neck today is all stitched up and he's back in the pub The
gales are a hearty Bunch let's go he says throat stitched up attacker in custody beers on tap we live to see another day so congratulations to the Irishman that was stabbed in the neck you have uh fought and won and we're proud to support you on this program I never saw I never I never knew
that he was stabbed so this is amazing for me to just see that this guy's at the pub that's really the news for me just having a nice time at the pub so love to see it well we got the timeline in turmoil once again Palmer lucky uh says I'm once again asking ZDNet to
publicly retract their bogus 2018 story claiming I was fired for stealing Trade Secrets after a Federal Court ruled I was guilty of the same the way they have handled this is insanely unethical I was never found guilty of anything which is true and so Paul Graham chimes in and
says why don't you just sue them and Palmer says because it's it isn't illegal to publish falsehoods about public figures on the balance it's probably good that the state cannot Outlaw crappy journalism but it does mean putting up with this type of nonsense and so polymer's only recourse
is to take to X Paul uh PG follows up by saying it seems like you can sue them if they deliberately with actual malice publish lies and one could argue that they are doing this if they don't correct an article that they know to be false since the publication of an
article on the web is ongoing I'm not a lawyer but just deliberately refusing to update an article that they know contains lies seems to me liable in the spirit of the US law if a US judge agrees it would be a valuable precedent and so Palmer has been fighting the good fight against uh Muk raking Tech
journalists I think that these uh journalists should just stick to the Stables stick to Dr maybe a little jousting here and there there just head out to the family uh the ancestral estate estate play some play some life-size chess stop writing hit pieces and uh just enjoy a nice glass of
champagne in the morning while uh you know a string quartet uh plays uh uh classical music for you to wake up to uh life could be so easy but instead you choose violence every day on the internet so tech journalist you're on notice uh let's move on Kevin uh follows up with a uh beautiful screenshot from
poly Market will it's Kevin win reply guy of the month 100% chance so congrats to Kevin enjoy this meme from when I was trying to win tvpn reply guy of the month in December we love Kevin fans I'm gonna go I'm gonna make an Impulse decision right now and hopefully back it
but I'm gonna go out on a limb and say Kevin is this is is the February 10th uh reply guy of the week now let's do it let's do it we just did it congratulations conratulations Kevin the week I like this I like this asset he clearly you know did the work it looks nice oh yeah it's on brand that
that's like a nice Emoji bottle I think we might the D pairing on is very carefully matted there's no rough edges this was Photoshop this is artisanal meme making very very high quality I mean you can tell with his with his badge he's member of a esteemed meme making Community uh we've seen this
badge all over X and we're happy to have you in the community Kevin uh let's move into a post by CAC says the average European employees work day and it's a day in the life of Brunello Cinelli 6: am wake up in his Countryside house this could be a tech journalist for all we
know uh Revel in the Silence of nature slowly get dressed at 7:45 a.m. breakfast at the Village bar coffee in a croissant take some time to plan the day ahead 8:30 a.m. walk to the office morning work block DED dedicated exclusively to design work no meetings or gaps 1: p.m. walk home for lunch
pasta with olive oil and tomato sauce 2 p.m. 30 minute Siesta a crucial part of the farming culture he originally comes from 3 p.m. afternoon work block admin Ops Finance production and plans for the next day at 5:30 p.m. the whole company stops work and Tails the late afternoon
off takes the takes the late afternoon off Brunello plays places a high premium on rest soulfulness and personal study at 8:00 p.m. he has a light supper reading from his 5,000 book Library let's go 9:00 p.m. he heads off to the cafe to meet friends they discuss politics philosophy religion and other
subjects late into the night Jordy what do you think is it a winning formula for a good day uh a lot more work in here than the average European work day I would have to imagine so uh you know calling one of Europe's top CEOs you know average is sort of you know thrown a little bit of
shade but this just made me think I think we need to do a deep dive on who's more goated rello Cinelli or Petro Laura Piana and because a lot of people say rello just like copied uh Petro's like whole like sort of like thing like copied his bit basically and so I think
if we did uh you know who's basically the goat of goatbate fine Fab the goat debate basically but yeah for for venture capitalist uh you know attire I think that'd be good um I'm a little biased the suit suit I ordered um last time in New York I was in New York's Laura Laura Piana fabric so pretty
excited for that but we we really got to nail down the goat debate here yeah well you take that side and we'll get someone to debate the the Brunello side of the debate and we'll have us a fight a knockout drag out fight it'll be great uh well let's move on to a fantastic promoted post from Wander they say
feeling spontaneous we just dropped the price at wander Brandon Beach to $395 a night from tomorrow to February 14th and February 17th to 21st it's one of the most beloved locations near its world famous Brandon Dunes golf resort so if you're a golfer go check out this wander
it looks wonderful and we have another post from Wander that I wanted to highlight because this place I might be locking this down pretty soon this looks amazing so uh Jerry Lee says I miss waking up to these views stayed in the most stunning house in Palm Springs via
wander and if you click forward Ben there's some close-ups here uh really really iconic the vertical post doesn't do it justice but it has this amazing circular pool with a jacuzzi out in Palm Springs looks like just a fantastic place to stay couldn't recommend it enough and of course Wonder we need to
do our first shirtless episode and I think this is It's So cinematic it's so cinematic like like I I have no idea you know everything else would it fit everyone you know I'll I'll figure out all those details but I got to be there it looks beautiful it I mean if you're listening to this it's just it's just
one of the most beautifully designed buildings it I mean it looks like it's just incredible I I I can't say enough nice things about it so uh go check it out and just browse wander and and and see what's out there because there's so many good opportunities for uh you know
vacations offsites company offsites events all sorts of different stuff uh highly recommend it well speaking of uh shirtless podcast I hope Theo Von and Alex Wang are ready to strut their stuff because they're doing a podcast together baby uh I love this I think they met at
the inauguration in DC there was a photo of them uh I think Theo Von's like chair broke or something or or something crazy upen where like one of the Logan Paul Brothers like or Jake Paul like fell down and and Sam hman and Alex Wang turned around and Theo Von was there
really really funny World colliding moment but Alex Wang writes coming soon to a podcast app near you he's doing the Theo Von show Theo obviously an amazing comedian he's interviewed Donald Trump he's interviewed tons of comedians tons of great people he's really really
created a lot of breath with his show and now he's got Alex Wang on the the founder of scale AI not a lot of B2B Enterprise company Founders making the podcast circuit but Alex Wang is cutting his own uh his own path I mean this this is this is an amazing and very unpredictable
collaboration but I absolutely love it I uh I only listen to Founders podcast but if I were going to listen to another podcast uh it would be it would be this specific episode um I also have to uh one of our one of a post from last year that went super viral was a picture of
Theo Von in a suit and I said like Doug Leone founder of seoa colorized and like it went super viral but I don't think most people I think like half the people didn't realize that it was theovon yeah that you've sent me pictures of theovon multiple times and I've been like that guy like who's the guy and for
some reason when I see theovon out of context I'm like that's not theovon but of course I know who Theon is it's very odd uh he is a chameleon it's great yeah uh well let's move on to signal signal writes I haven't posted on Instagram since October none of my friends have
either insta feels like a dying Mall everything is just ads and influencer noise friend content has virtually diminished for me I open it only because people still send memes what's your Instagram experience been like I haven't really been using it in a number of months I got a new phone and I didn't
install it onto like the home screen so I never really open it I check it every once in a while and I basically just see who sent me some memes and that's it but uh I I haven't posted on in years I've just been private I want to retool it as a as a business account essentially to
put some of our content on there um but I don't see it as a way to connect with friends anymore all of that has moved to iMessage um and and and Signal group chats and that type of stuff uh I'm not really uh connecting with friends on any meta products right now unfortunately yeah yeah I I thought that
was not I mean I still use Instagram but more specifically around interests and then connecting with friends like mostly connecting with my non like the vast majority of my you know like most important friendships now are uh oriented around Tech and work and business and stuff like that but my
non-te business relationships are mostly on Instagram still that's where I sort of keep up with um uh there's housekeeping at my door right now but uh so I'm gonna have to get that in a second but um uh but anyways I think it's potentially a dying app at least
for Gen Z and um potentially sort of Millennials broadly and the question that then becomes what where to What's zuck's Next app right because that attention is going to go somewhere and it's important for him to own that attention and that if if Instagram goes the way of Facebook right which I
legitimately haven't logged into in in you know years what happens to meta's you know business from there I mean the the the weird thing is that like it could it could go the way of Facebook and it could still retain a ton of user seconds in the sense that people could just be
on there not creating any content not not connecting with friends purely watching it like Netflix endlessly scrolling reels and that's the and that's the revenue profit maximizing thing which is a little sad because the the the mission of of meta has been for a long time to connect people and that
is cool when they do that um but they do seem to be losing that uh I'll read through some more posts feel free to get that uh that door if you need to let's go to Sean Frank and Ben you can pull up this image uh he says their love of the game keeps me sane and he's sharing a
meme he says mom can we have authentic enthusiastic Tech journalism and it's a picture of us says no there's authentic enthusiastic Tech journalism at home and at home it's Caris swisher and so we love the support from Sean I told him he should put an ad for Ridge wallet in this image he didn't it was very
disrespectful to our culture but we'll give him a pass this time uh but we love Sean Frank and everything that he does over at the ridge wallet uh let's move on to uh aristic Rex I literally laughed out loud at this post I thought it was so funny he says every EMT Shear post of
course EMT Shear is the former CTO CEO of twitch uh very active poster on a at one point he was the CEO of of open AI for a few days uh and it starts out emit here uh does everyone does anyone have any good garlic bread recipes uh and then it's the show more replies button and and the last reply is uh emiter
again well if you subscribe to the Dark Forest theory Sure but even then only if the rules of magic are Universal not on those planets and aristic R says what are you people saying to him and I've seen EMT go down these rabbit holes and debate he loves debating Ai and and all
these uh crazy kind of teapot uh rationalist themes he's very deep in the weeds and this stuff and it's uh it's a fun fun time to read through some of the threads that he's gone really deep with people on because uh to the point about Instagram not really driving connections
uh a is a great place where you can connect with people and you can have a full-on conversation in public and uh I always enjoy uh finding someone who got completely derailed from whatever they were saying originally and just couldn't stop replying uh it's one of the most
fun things you find like he's so native to teapot yet yet when he was briefly open AI CEO there was just so like it's everybody was like wow this feels super random when in many ways it was exactly the kind of CEO that sort of rationalist board uh of open AI would have wanted
running the company right like sort of this sort of totally Tech intellectual type person who was going to guide you know the company very theoretically yep um yeah culturally it kind of made sense you know he could speak to the the nonprofit side the very deep in the weeds of the philosophy but then he was
a CEO who worked for Jeff Bezos you know like he actually does understand product and revenue and how to grow a company so you know interesting pick obviously didn't last very long but uh I've met him and he's a great guy I love him he likes to have fun on X which is what
we're all about uh let's move on to Matt Grim I know you're gonna have a comment on this Jordy uh he says does flying your company logo over New Orleans with a banner saying Angel Investors constitute a public solicitation is this the market top and it's a picture of a of a plane someone bought one of those
planes that drags a massive Banner with some company I can't even see what company it is but uh I think it's a hilarious way to get Angel Investors and if it works out uh man is it going to be a story for the ages but what do you think Jordy should more startups be uh
renting planes to help close their seed rounds uh uh I mean if you the the the main thing is if you need to rent a plane to close you know a sub5 million round you're probably working on the wrong thing or you're not you're not you're not that guy pal um I think I think I I like the creativity and I
think that planes are gen generally underutilized um ad inventory for startups they're not that expensive and it's a way to to be sort of big and be uh you know get somebody's attention I I always see them around La flying along the coast with like beer ads and like
that could easily be an ad for you know um we should start running ads you know big QR code Banner out the back hey we know you're at the beach right now but how would you like to listen to a niche technology Show Oh you mean the one live streaming show in Tech the number one live stream in Te after
allord uh yeah I mean also as a consumer a little bit of a bare signal if I see an app advertising with Angel Investors attached I'm like is this app even going to be around in 3 months they seem desperate it's rough I wouldn't do it I wouldn't install it the main thing is
the Aesthetics of running an ad for your company which it it was I couldn't see what it was but it didn't feel like it probably should raise money and then bolting on the oh by the way it's so funny that it's bolted on to the back it's like at the last second they were like wait can we use this to raise money
too let's just tack this onto the back of the flag uh what a mess well uh instead of buying a uh you know an ad if you want to attract some Angel Investors why don't you get in the watch game get something nice on your wrist when you're out and about people will stop you hey I
like watches you like watches let's do a deal uh and so ow root says normalize small watches interesting post obviously the best place to get yourself a small watches on bezel highly recommend that I've been looking at some small watches on bezel there's a lot of good options
and uh Antonio or uh uh chimes in here saying long jeans Grand classes I inherited from my grandfather I always felt it was small but this morning I'm feeling it and so there's some fantastic pictures here Ben If You tab forward of iconic photos of men wearing small watches of course
there's the cardier tank worn by Andy Warhol and there's some other uh small watches I think it takes a little bit of uh little bit of style a little bit of J sequa to pull off but the thing thing is a pure the pure function of having a conversation starter that fits nicely
under under a dress shirt is I mean it's just pure function and class so and we saw this with Tom Brady where he was going bigger and Bolder and it's a you know it's a it's an arms race that can only end in nuclear war with with the giant clav of flave clock around your chest and maybe you want to go the other
direction little bit smaller little bit understated but for the real watch person they'll know they'll be able to Clock IT cardier tank very nice yeah I like that Muhammad Ali War one you know um and and and and I think that there is there is a little bit of a of a a like a
a feeling in watch culture of the bigger and heavier the watch is the more valuable it is but also the more masculine it is takes a real man to wear a smaller watch you know yep anyway let's move on um let's go to oh we should go to emit sheer because uh we
just mentioned him he says if someone is constant is consistently getting good results even though they're obviously doing it wrong it means there's something you're missing about how the world works I like that just a good inspirational quote you know to check your priors if you see someone just
winning winning winning even though they're doing something way wrong this can apply to someone who's just hacking on a project using the wrong programming language using the wrong tooling but they're still getting good results cracked and it can apply at the I think this applies
to uh to content that people see as cringe people see somebody posting cringe content and they think oh that's cringe why would you ever do that and if it's getting you know real engagement for every person that thinks it it's cringe there might be five people that that don't and enjoy it so I think
um yeah I think it's it's a good way to reframe how the world works I got to go get the door here okay well we love word grammar on this show uh and we have a good post from word grammar uh word grammar says if your natural response to 03 is to downsize your team and cut
costs rather than work on a 100x more ambitious project your ngmi and I couldn't agree more the tools are getting better it means you can do more it means you can just pull forward your entire Road map build more software build more products and that's one of the greatest things about Ai and I think
that if you stay small and everyone else is being more aggressive using more aggressive tools writing millions of lines of code if that's what they need to do much faster than you you're just going to get killed on features so you got to compete and so it's this weird equilibrium where I think the the end
state will not be less work but more more product really which is which is exciting because we get um I like this one from Nick Movic one of the friends of the he says you know the animal spirits are back in fintech when these guys return Ryan breslo founder of Bolt is doing a keynote and
Dom from Fast is uh what is he doing short Home Loans buy your new home now repay when your old home sells and so they're back both of the legends of the last cycle a lot of people counted them out but we love to see an entrepreneur dust themselves off and get back in the
game what you got Jordy yeah I want to I want to know what you remember there was that board struggle with bolt it was probably six months ago at this point where the had all this yeah he had all this money lined up and he was trying to force people to double down and allow himself to
basically reg regain control of the business I don't know how that really netted out um but it seems like he's back if he's going and and and rep like very blatantly representing bolt at the conference like maybe he's you know figuring it out um it is funny that both of these guys you know we joke about
leverage on the show but it is obviously a joke and for entertainment purposes only but Dom and brzo clearly love leverage because um you know breslo was buing building a product to help um help employees get um uh what was it it was to take out loans against un unest or or
vested you know IL liquid shares Dom is now building a product to help you um buy I mean what what I I actually looked through his website before this and it's kind of an interesting thing where there's this Dynamic he puts it on the website very plainly you can go see it um which is uh
if you're walking around your neighborhood and or or somewhere and you see a house that you like you want to buy it like good houses go fast and so if you're sitting on your house and you need to roll that Equity into the new home it can be almost impossible to get
a deal done right and so having having a shortterm loan that's backed against the equity in your old home that allows you to quickly roll into something else um theoretically if everything goes to plan would work pretty well um so I think it's an interesting concept and uh I believe in second chances and I hope
both of them figure it out yeah uh let's close on Santiago good friend of the the show it's the last slide in the deck um he says Friday energy and posts a video of a of a weightlifter I thought this guy was gonna deadlift this is that him that's that's Santiago yeah no way I I I
thought there was a chance but this is so insane because I thought he was going to deadlift it because it's like 300 PBS or something like that and I was like okay he's he's doing it he's he's uh handang cleaning it or or uh Power cleaning it from the floor multiple
times it's like one of the most impressive lifts I've ever seen so uh congratulations to Santiago this is Brother of the week material in my opinion uh you know it's going to be a crazy week uh so I don't know if we're going to give it away yet but uh keep posting stuff like this on X I don't
care if it gets 200 likes 2,000 likes two million likes it's just positivity on the timeline and I I'm I'm here for it an absolute dog that's a great place to end well thanks for watching everyone please go give us five stars on Apple podcast and Spotify leave us a review and put an
ad for your company a company you work for a company you just like throw it in the comments we'll read it live on the show and uh yeah follow us on X stay tuned for more we got plenty more coming this week salute we'll see you tomorrow Brothers see you tomorrow have a good one bye