welcome to technology Brothers the number one show in Tech the number one live show in Tech we are live from the Temple of Technology The Fortress of Finance the capital of capital uh today is Monday February 17th 2025 this show starts now Jordy how you doing we're back in the studio I'm in a new suit
you're maybe in a new suit uh as of two weeks ago yeah the black suit new I'm still breaking it in there we go uh we're very happy to be back in the studio we did two weeks away was some of the toughest weeks of Our Lives it was terrible being away from this the the the capital of capital and uh I'm very
happy to be back we got a great show today we we we stopped recording Friday and it just felt like 20 different headlines hit the timeline and we were kind of thinking about doing a weekend show we always are yeah but for now we'll stick to Mondays you know the really big podcasters they always do
emergency pod when there's breaking news I think of our show every show is an emergency pod every pod is an emergency pod ex you got to be live you got to be uh breaking down what's happening on the timeline timeline was in turmoil this weekend uh but Monday it's President's
Day and we have an exciting announcement pmf or die just went live there's 10,000 people watching it right now the live stream and uh yeah it's just two dudes locked in a cage coding trying to hit 1 million ARR with just $25,000 days on yeah so right on on on
January 14th we were talking and I was like should I post this it's kind of hilarious there was just a simple idea to take two people lock them in an apartment with 25k and let them build for 90 days and put them in the spotlight basically give them a ton of attention and force them to have this
sort of extreme level of focus we ended up getting hundreds of applicants from all over the world people building super cool you know businesses are wanting to to build apps in the cage uh we ultimately selected two of them and and as of this morning they kicked off building and uh they are uh absolute
studs for agree to do this it's it's um we've been a little bit concerned around uh how how is the sort of constant attention and the pressure uh going to affect the players right it's it's an extreme it's just they're submitting to themselves to something that many people would describe as
torture right being being on a 247 live stream for 90 days in a row and all you can do is work but they were you know obviously super excited about it or they wouldn't have agreed to it and it's actually Patty's one of the players birthdays today he's turning 22 he's
turning 22 in the cage cage uh with a live audience but he's he's an absolute grinder and there's nowhere he'd rather be truly yeah I think it's fantastic it's it's weird it's an experiment it's you know half performance art half not they are building a real company like you will be able to download their
product and Blake is well yeah Blake is they both are Blake is very adamant that this isn't performance art they want to build a durable massive company and uh they're certainly you know putting the pressure on themselves so we're going to be covering daily updates on the show
yep and uh so yeah we'll keep you in the loop today they're just getting sort of their Dev environment set up they're doing some uh you know working on some product flows uh we're working on the actual live stream product itself uh but but ultimately this is just a view into their world for the next 90 days and
we're going to be recapping it you know daily weekly on the show and then ultimately at the very end we'll put together um a uh you know basically a documentary on on what they accomplished and uh there should be some pretty fantastic results so it's already cool to see there's there's people in the
chat that are joining in just saying I'm going to lock in with you guys from home joining them on the journey anyone can anyone can do die at home free to lock in free to lock in uh yeah I mean it's cool it's a cool test of the thesis that hey it's cheaper and easier to build companies than ever before you can get
to 1 million AR very quickly we've seen this cursor 100 million ARR is easier and faster than ever before um and so it'll be interesting to see how they do it and it'll be really funny if they get out of the cage in like two weeks or something I mean anything can happen it
could be a grind it could be okay game's over go enjoy Central Park now they're in New York yeah and the and the space that they're in it's in uh it's in New York City I won't be any more specific than that so we don't get hecklers there was already people saying you know asking if the players were were single
and stuff like that uh so there there's there's quite quite the fan base but uh yeah it's it the the setting is Iconic the skyline's incredible it's obviously been in there already myself and at night when the when you know when it gets dark out you can just see you know
the entire New York skyline it's very iconic and we'll see how late they work tonight it's it's going to be funny to watch it's every entrepreneur goes through this where it's it's 11:30 12:31 you're tired you want to go to sleep your your body's just you know stop but you got to just keep pushing
through yeah and um yeah so so you know everything will be uh you know completely transparent yeah uh they're they're they're taking building in public to the absolute extreme here absolutely and uh yeah I mean I love it as an experiment uh you know not many people stream on X it's a newer feature
of the platform but I'm excited to see where it goes uh well let's break down the show we got a bunch of cool stories that we didn't get to last week that we're pulling forward and then talking about a bunch of other stuff uh we got our boys from El sugundo are in The Economist a great puff piece we got uh
Alex carps in the Wall Street Journal there's also a deep dive on Trump's cash Bonanza in the Wall Street Journal we're going to give you some timeline of course break down what's happening on X Trump's whole life has been a cash Bonanza but the last month he's really he's really ramped it up yep 100% and
then uh meta is getting into humanoid robots that'll be exciting to talk about and then there's a proposal in uh pirate wires in the white pill section to turn gu Guantanamo Bay into Hong Kong I'm sure that'll be that'll be fun to read through uh so let's kick it off with the
gundo boys uh defense Tech is blowing up silicon Valley's beliefs this is uh from February 13th in The Economist uh a very prestigious publication you know there's been a lot of hate for mainstream media I think the economist has still got it great recording I enjoy reading it every
week and I never knew this I I just somehow you know didn't didn't pay pay attention to this but the Economist never publishes under the writer's name it's all uh from The Economist you don't know exactly who's writing it and I think that makes uh you know it makes the economist a unique uh sort of
platform for writers to write on because you're writing under this brand versus other places New York Times you're very clearly writing you know unless they're doing like an anonymous you know type no no no no I mean it lends itself to there's a very consistent voice that
happens in every in every piece and you have to conform to that kind of neutral brand standard and it also creates a little bit of uh like like whoever wrote this could have a different world out there where they are right-wing or leftwing but you're not going to read this and then go and secretly find their
tweets and be like oh they are some you know go crazy about it you're you're just going to enjoy it as a piece of writing and then their life is separate which I think is very cool so the article says in the back of an unmarked office building close to LAX the main airport of Los Angeles stands a rack of
unarmed Hypersonic missiles the size of small drain pipes on February 6th a camouflaged truck fed one away to New Mexico for a test launch with the US Air Force such activity used to be common in elag gundo the LA neighborhood that was once the Hub of military space flight then the Cold War ended and with it much
of the West Coast Weapons business now it's coming back castillan which we've talked about before they make projectiles they were founded in 2022 by three alumni of SpaceX Elon musk's rocket and satellite company which was also created in elig gundo Los Angeles is not alone in Reviving The Warrior
Spirit buried deep in its past Silicon Valley is doing so too it's in the early days in the mid 20th century it created Renaissance equipment for Spy planes and semiconductors for missiles but then the peace Nicks took over and for decades defense became a dirty word as recently
as two years ago castian couldn't open a bank account in Silicon Valley owing to the stigma attached for making weapons uh yeah it is fascinating that and and I actually had this with a portfolio company recently that got booted off of Rippling because it was anything defense
related so even today you still cannot to my knowledge sign up for Rippling if you're if you're doing anything in uh at all to do with the military really okay interesting um yeah I mean there there is a a shift like anderol when they started was purely defense tech and and even then they didn't have any kinetic
capabilities whatsoever it was for a long time it was software but it Al was sensor Towers which are just cameras and then it was drones um and even the first drones the Anvil drone the ghost drone is just a helicopter that just looks we have to we have to study ander's road
map because it was very very intentional They just won the holographic you know super soldier ivas project uh and many people would have said why didn't you just start there y but they were super intentional and many Founders go through this where they're like we're going to do this then this then this then this
and they don't hit the first two attempts and then they don't you know they're not able to keep going they were so so intentional and seems to be paying off now Landing these major you know uh programs of record that are multi-billion dollar you know Endeavors yeah and so several developments have
since uh stiffened the senu I love this rating one is the war in Ukraine another is America's deepening rivalry with China uh most alluring perhaps is the sweet smell of financial success SpaceX has become the most valuable private firm in America worth 350 billion paler
A supplier of software to Western armies and Spooks has a market value of more than 250 billion more than locki northr Grumman and General Dynamics a trio of Defense contractors combined andal a younger firm that makes autonomous weapons is currently raising 2.5 billion
at a valuation of 28 billion cue a Cascade of investment in into smaller startups making military kit for land sea air and space pitchbook a data gatherer says the value of such deals in America Rose by more than a third over the past two years to almost $40 billion Venture funding as a whole fell over
that period so yeah the defense Tech boom is like super super real yeah um got anything ultimately it's saying saying that you know there was massive investment across a bunch of different categories during that period as well so it's hard you know comparing the past two years to the two years before that
is not you know super you know considering that was you know the the Pico top of of the cycle and Zer and things like that but certainly there's a lot of demand of $40 billion is a huge number that is you know fully risk on Capital to build products for our military which I think is a healthy sort
of function and that you know we prefer that our government not to to do some high-risk stuff but in general we don't want all investment into the category to be government funded right it's much healthier if if um you know there's more on the line and and it's actual um you
know risk risk dollars at work yeah I mean part of it is like the the defense Tech like the process of building a defense company is just slower because you're dealing with atams not bits and you're dealing with government contracts um but the the defense Tech boom already feels longer than the nft boom or the
the consumer social boom or really any of those you know andal 2016 they start kind of BEC a unicorn I think around 2020 and then morean start getting funded because they drisk the sector but now we're years that and there's you know a host of other unicorns a host of other companies and tons of startups getting
started we're getting to that point where uh the market maps are so established that if you're thinking of getting into defense Tech right now unless you're working with some truly novel technology y there's probably a handful of other heavily funded teams doing the exact same thing that you're
doing already and they may not have announced or been very public exactly but you know definitely something to be aware of uh one of those situations where if there's a market map and you fit nicely into it it's might be too late too late yeah so less remarked upon
is how the defense Tech boom changes core tenants of the Venture industry historically Venture investors shied away from supporting Hardware Industries especially those like defense that can gobble up lots of capital now that's 100% true uh a lot of these businesses are super Capital intensive lots of
dilution um and we've seen that certainly in the space uh industry uh that is changing SO2 is the worldview of many in Silicon Valley who have turned their backs on the libertarian ethos that prevailed in recent decades in favor of a chest thumping patriotism that celebrates American Military might
silicon Valley's renewed interest in military hardware ref reflects the shifting dynamics of combat display on display in Ukraine smaller weapons notably drones have supplemented and sometimes supplanted heavy armaments uh that has open that has left an opening for upstarts that can make cleverer and
cheaper versions drones powered by wizzy artificial intelligence systems are in Vogue so too is thriftiness take castillan as an example for its missile system it uses several automative grow autom Automotive grade chips costing a few hundred dollars rather than expensive space grade ones it
manufactures Rocket Motors itself to keep cost down spacex's ability to shuttle satellites cheaply into low earth orbit where they can scrutinize the planet has made space an increasingly affordable part of Battlefield Technologies yeah super interesting yeah and people people don't
forget this we've talked about it on the show before but ultimately SpaceX as much as it's a space company is a defense company right if you can take huge payloads to space and bring them back you can do uh you know you can you can basically do the same thing with with weapons right and so one one lens
to view SpaceX as as a defense company disguised as a Intergalactic exploration company right um there was a fascinating article in the Wall Street Journal today all about the the miss the the uh mercenaries who are going to Ukraine from all over the place they're recruiting veterans from like I think
Argentina and South America and Africa and there's just they're pulling people from all over the world uh and that that's that's actually an interesting place that defense Tech has not explored uh I know some people have been talking about like Blackwater 2.0 or starting some sort of military contractor but but
looking at how does the human capital allocation and management side play into defense uh is something that is still kind of unexplored almost like uh you know to-do list apps for the military or something yeah I'm sure there's lots of opportunity well let's uh let's close
out this economist article with a great um anecdote about Alex karp who we'll move on to in our Second Story a Revival of the warrior spirit is transforming silicon Valley's relationship with the American government uh the technological Republic which we have a copy of over there is a forthcoming book co-authored
by Alex karp palente chief executive it calls upon Silicon Valley to work with Uncle Sam on Military programs rather than supporting environmental and social causes like those Mr carpon uh like like those Mr karp champ Champion patriotism those like Mr karp Champion patriotism
as the new corporate purpose an idea that will appeal to many in Donald Trump's Administration meanwhile the long-established revolving door between the Pentagon and the defense industry is being extended to venture capitalists and Tech firms there's a lot of VCS going into DC and vice versa um that
could help speed up the disruption to America's military industrial complex which many in defense Tech hope for uh sham Sankar who we've talked about on the show many times CTO of paler he says if the government doesn't figure out how to make the Venture model work this will
not be sustainable one issue is the meager share of spending that is available to startups another is the broad brush approach the Pentagon takes towards them Mr Sankar uh argues that the government needs to come to terms with silicon Valley's power law in which a few big Winners generate fortunes
compensating for the many others that will fall by the wayside the Pentagon also needs to transform away from Cost Plus contracts something that we've been talking about since anderol launched uh for almost a decade now which are designed to enable big weapons programs and guarantee incumbent contractors
Decades of Revenue in favor of fixed price ones that Outsiders can bid on so very cool article in the in the economist we love to see uh these things we've been talking about for years kind of go Main you can always count on uh an economist article to kind of provide the definitive overview to the world since
it is a global publication anything else there or should we move on to karp let's move on to karp uh right away in this Wall Street Journal article you can see he's sporting his daily what we can now determine is his daily driver because he has been photographed in this a handful
of times which is a PCH Philip uh aquanut chronograph uh with an orange strap it's fantastic watch it's available on bezel uh right now so if you're in the market I think they I think they basically retail for like 140 150k somewhere in that range so great daily if you've got
you know call it you know 50 100 million AUM uh wear that thing you can pretty much wear it anywhere karp has made it you know clear and and I love this watch because it it it looks like a simple sport watch from from afar it doesn't scream oh look at this CEO with with a massive Rolex on his wrist you know GMT
Tim it's you can wear it in theard you can we it you know at a conference uh and so really you know just you know setting the bar here Ben I think it's on the next Slide by the way no you can see it there oh you can see it there yeah okay there there cou low bet it's not
screaming at you but but it says you know I'm a man of taste you know and he it has its own personality so it's great I mean Zak is like truly leading the way in the loud opulence with like the FP jores and the and the one of ones uh carp's a little bit understated Still rocking an absolutely incredible PCH
phip we love to see it but he's not making it his whole thing you know he he hasn't really talked about it we had to clock it he he wasn't posting about it he doesn't even have an X account I'm pretty sure yeah um but uh you know the the sharpy watch crazy it's crazy how hard we we often associate founder mode
with going direct yeah and in many ways karp is going to wrecked but he's actually like not posting he's just going on the craziest media circuit ever where he's going out and and actually seemingly bending the traditional media to to to him right and and allow and using them to
communicate and it and it works in this scenario because it's a super timely message patriotism is is in y uh it's no longer contrarian to to want to you know fight and and work and innovate for America uh but he's definitely you know writing the Playbook of how to do mainstream media well yeah I I I think
of going direct as just being authentic and not being Med trained or on talking points and having firmly held beliefs that you just a spouse for years and years and years and are super consistent on yeah where he can go out and say exactly how he feels without worrying oh
am I going to piss some people off because he's totally okay with Y pissing off some people right and and I think uh Peter teal did the same thing wrote a book zero to one karp has a book out now uh where and that is the the foundation of his philosophy and then tons of podcasts tons of you know unscripted
interviews willing to talk about anything Peter's done this with many 3-hour 2our interviews went on Rogan uh karp does the same thing happy to talk to anyone and doesn't need the questions ahead of time doesn't need his talking points in front of him and can just talk about anything you can ask him about
whatever you want and he's an open book and that is what I think of when I think of going direct it's just let's not it it it is it might be direct from karp's brain to the NBC anchor but there's not but for so many other people it's the CEO to the pr person to the press release to the journalist who's getting
hey can you take that out he actually didn't mean to mention this oh uh we you know and and oftentimes you know you saw Palmer on uh on that podcast talking about conspiracy theories and stuff like if that wasn't that even even though that wasn't on Palmer's own show yeah or
his feed still his message yes and and and that message was not passed through a committee get shot Downy be some to talking JFK or what uh let's not there yeah and it's good these are good references for Founders or VCS that feel pressure oh I need to figure out how to post on X I
need to figure out how to like build my own audience and it's not for everyone some people are born posters and some people are not born that way but figure it out y but some people just don't like it and so what's more important is having a really cohesive you know exciting meaningful message that you can
just drill into people's heads and if you build a big enough platform individually then you can go get on our show when we start doing guest you can go then go on CNBC go on Bloomberg go on Rogan Etc Sean Ryan Etc so it's a powerful contrarian idea that you're not
ashamed of in the least that you repeat over and over a long period of time and if it's good enough and you're what you're building is real everyone will point the camera at you and you'll just be able to speak your mind and that's it uh well uh carp is an dog as we mentioned before he uh he's profiled
here in this wonderful Wall Street Journal article let's kick it off here it says paler stock was days away from hitting an all-time high and the company's chief executive Alex karp had retreated to his cavernous mountain cabin it features neatly captured the interests of a billionaire on a quest to
save the West the windows were adorned with curtains bearing an American flag Motif completed and half completed Rubik's Cubes were scattered on the coffee tables so it's so makes total sense if you're actually into Rubik's Cubes to just have a bunch of them so you can just pick them up whatever you
can try to do them in order really quickly you know time yourself yeah it's very uh I I I I I can do a Rubik's Cube and it's very uh meditative to actually do it it's really fun if you're just like kind of Rotator yeah uh and he and karp asks do you want to see my guns one of karp's hob is long
range shooting which I've been saying is going to get more popular in PRS uh precision rifle shooting uh whose targets fall outside of normal parameters of a firearm he explained he struck a stance to show the blend of practice and Instinct that combines for the perfect shot more than two decades
of running paler a data analysis firm best known for working with the US Military and intelligence agencies had has made carp a billionaire many times over through government work though government work represents only a portion of the balance sheet that leans heavily on Commercial clients it gives
the whole company a secret Ops Vibe karp can talk about his own guns far more readily than he can talk about the more secretive activities of paler whose market cap is more than 260 billion in the cast of philosopher Kings who have emerged from Silicon Valley in the past
several years karp Cuts an unusual figure he is far you want to talk about his philosophy path wasn't wasn't wasn't he he has a he has a PHD in he a PhD in in in philosophy and he studied under uh Jurgen hos in Germany and there's a little bit of controversy about it because he he transferred in and out of
one program and so the real like PhD nerds are like well he wasn't like fully hobber Moss's like under his toage the entire time or like was he the mentor or not tell those people to go build a $260 billion yeah and so I I actually at one point I downloaded his thesis and tried
to translate it and read it it was very very dense German yeah and I speak German so it's very hard yeah this is this's a good evidence that you can kind of go on if you're if you're truly goated don't worry about the path that you're on because you'll you'll just find your way into into greatness even
if it's totally unpredictable yeah I mean especially with like everyone in the teal orbit we've seen this I mean I'm sure that's how he got linked up uh is just doing something really interesting at the power law of some bizarre like Niche hobby instead of being super tracked and being like hey I
want to like be a venture person and then go start a company like uh he was not like the NBA type and so he was uh he got into money management and ran uh like a small money management firm in Europe and then got linked up with Peter and started paler uh after 911 because the whole thesis was with the internet
and better data analysis um you could potentially stop the next 911 if you can piece the the puzzle together before it happens and so um uh in the cast of philosopher Kings who have emerged from Silicon Valley in the past several years karp Cuts an unusual figure he is far from one name
status like Mark or Elon or Zach I guess uh and indeed barely known outside small circles in Tech and politics or beyond the army of retail investors who have anointed him their anti-establishment billionaire hero since the nation's top Tech CEOs traveled to Washington for
Trump's inauguration three weeks ago Americans Americans have been guests at the shotgun wedding between Silicon Valley administ I I don't know where this this writer is going to take this article completely but I actually love his writing style oh it's great it's really fun yeah and and that is a
perfect way to describe a shotgun wedding shotgun wedding because Elon was saying I'm not going to vote for Trump like or or I'm I'm voting for not Biden like less than a year ago like March of 20 fast forward fast forward to January or February he's saying I I love Donald Trump the most amount that a man can
love another man without without being romantic it's so good it's like the greatest like I did you see the interview they did on fo but it's one of those things like you take two polarizing you know iconic people musk however you feel about either of them they're polarizing and iconic and then
you let them actually get to know each other and work together they're going to you know even if the you know scenario they're not like best friends they will respect each other's game did you see the did you see the Fox news interview that's going out where they they did it
together it's like straight up out of Step Brothers it's like they were going buddy cop movie on the presidency on the executive ranks they're just like it's a buddy cop movie now it's so ridiculous they like we're boys we're going to do this imagine the documentaries on just on their Dynamic of storming storming
the White House it's got to be they need to start they need to start doing you know you know I talk about UFC a lot because it's specifically just a great media entertainment product but uh we need uh UFC embedded the sort of lead up which just like 247 right and I want like Dana White and the White House
being like you know advising them on like how to get the right you know here's how we shoot embedded oh man it it's wild just to hear them actually have an off the record conversation with each other would be to be a fly on thewall man would be wild yeah uh karp will step further into the
fry of with the publication next week of his new book The technological Republic hard power soft belief and the future of the West a Creed deor that aims at the tech industry for abandoning its history of helping America and its allies the last two decades in the sector amount to
a gigantic waste in karp's view while he and his colleagues at paler we're helping absorb uh we're helping identify roadside bombs in Kandahar to save the lives of American soldiers the book asserts their contemporaries back in Northern California lulled by Decades of Peace we're making sure that college
educated smartphone comp smartphone users could buy coupons for paragliding lessons and play Farmville they're talking about Groupon and uh Zinga Facebook yeah which is funny because Mark penis is now uh is now uh fully going on pirate wires and fully and fully like I wish I should have wish
been control of my company um if carp's new book can be encapsulated by one of its sentences it may be this one the wonderer the wonderkind of Silicon Valley their fortunes business Empires and more fundamentally entire sense of self exist because of the nation that in many cases made their rise possible it
is time KP believes for the industry to repay that debt that's a good point yep uh the books co-written by Nicholas zska uh and it was finished late last year and elements of its Central argument seem to have come true in just the past few weeks a section of eliminating uh
wasteful government spending sounds a bit like musk's Doge another on encouraging more Partnerships between the government and the private sector on artificial intelligence work evokes Trump's Stargate plan to build energy capabilities with open AI on other firms it's amazing they're positioning this As
Trump starg plan because it was a press conference for Masa and Sam Altman that happen to take place with Trump present yeah but I think he was just like this is cool sounds good you know now playing but but it also and the alternative is like we could have seen the alternative play out which is which is uh Sam and
Masa or two Ju Just make it even random two tech people are doing something cool and and the president is like condemning it and being like these tech people have too much power we need to regulate them which is like what we were dealing with for the last four years yeah it's much
healthier for Trump even though he's boys with Elon to go out and endorse a project like that because it's NE it's gen generally you know if MZ is rounding up hundreds of billions of dollars internationally to invest in us you know data centers and AI capabilities that's
net good for America yeah carp says we've been very good at forecasting the current present State a couple years before it happened uh incredibly telling because that's the whole idea of the paler the the crystal ball it's like you know see the future that's the product and then that's also the the company
Philosophy it's a pitch that has helped give paler and carp some of the best weeks in the company history uh the stocks gone up 180% since the day before Trump was elected growth in paler AI business and the expectation that the new Administration will favor paler over
old war horses like loed Martin have driven this this writer again fantastic war horses paler is very long America said karp he is quick to remind potential clients that he is happy to assist in their Dirty Work of Empire uh on an earnings call with investors earlier this month he said that paler is
making America more lethal by analyzing troves of data for the US armed forces and allies to help them anticipate enemy moves locate their coordinates and on occasion kill them he doesn't mince warse his carp he's uh is fantastic uh karp backed uh President Joe Biden's re-election and supported kamla Harris
when she became the nominee but he has been surrounded by those in Trump's orbit for years starting with Peter teal who spoke at the 2016 Republican National Convention several paler alumni have recently taken D jobs in the Trump Administration further deepening the company's ties uh they hired Mark
Gallagher of course uh Trump has been wealthy for or karp has been wealthy for many years with the trappings of a billionaire and the ready soliloquies of an executive accustomed to being received as an oracle at least a half dozen staffers were in his home during
my weekend visit probably one of our boys uh including stationed just inside the driveway another who directed me where to park two Communications Prof professionals and several strapping assistant one of whom ordered a book at karp's request another who tossed him logs uh to build him a fire in the
living room and another who whom karp addressed in German Gunther he cried out Cafe MIT Zucker coffee with Two Sugars I guess carp has no back around in engineering he was raised in Philadelphia went to haford college and then Stanford law school before heading to Germany for graduate school his
Doctorate from Gerta University Frankfurt was on neoclassical social philosophy work that prepared him to pose questions like what does it mean to make a bad decision at what level of abstraction how deep do you go to know if it's a good or bad decision one note this is my coffee order too and coffee
with two sugars is coming back in a big way it went way out of style everybody's like oh give me my oat milk give me my black coffee uh there's something uh I'm gonna B uh butcher the science but black coffee has been shown to reduce testosterone okay yet yet coffee with
sugar has the sugar sort of negates whatever that effect is sure and so uh the the other benefit of putting sugar in your coffee is it tastes much better yeah you would you know know thought it just kills the bitterness app uh but yeah I mean people have been worried about sugar and calories for so long but
Sugar's making a big come we got to we actually got to do a rap Pat Deep dive because because he's influencing an entire generation of posters on their health and becoming bigger than he was when you when he was alive yeah it's it's massive uh the company's early work traced a series of terrorist attacks to
the same Iraqi Village and identified a Cyber Network infiltration campaign against the Dal Lama thanks to paler software the US military was able to find and eliminate roadside bombs in Afghanistan by discovering patterns and how they were deployed and we broke this down on another on another show but uh
people always ask what does paler even do and it's pretty easy to actually think about and visualize you put all the data about what is in a different bomb this one's got Dynamite this one's got TNT this one's got C4 this one's got something else and uh this one has Nails
this one has shrapnel and you put that all on a map and you can see where they're all coming from very easily and so that's like the simplest most basic product to think about obviously they do a million other things with data lakes and storing all sorts of information analytics visualization uh running AI on
top of big data sets so uh they they started with $30 million in startup costs largely covered by teal and his Venture Capital fund Founders fund um as the company saw its valuation grow the central question emerged what exactly did paler do uh descriptions of the company's offerings came crammed with
jargon competitors who had been around for a few years deiss dismissed the rookie as a gussied up dat data analytics firm few interviews passed where karp didn't answer a question by saying he couldn't answer the question it was classified certainly that was true but it gave the whole operation a
bit of myque and the thing is that even though the the public was very unclear on what paler did it didn't stop them at all because they were still able to raise enough money to keep the business going and they were a insane Talent magnet they hired like all the best people in Silicon Valley out of MIT and
stuff and it's helpful to not be having to notify the entire world and potential competitors for what you're doing and just keeping stuff under wraps because people do all the time see startups launch and try to re re-engineer what they're doing or it's totally possible
that you know big tech companies that would have been really viable competitors for this just didn't have quite enough visibility you know they could have figured stuff out if they really dug but overall it kind of let them get this massive lead on a very important sort of category yeah uh this
is some crazy history that I think a lot of people don't realize because they maybe just seen paler in the retail sector or as a retail stock but in 2013 this was less than a decade after it's founding it was still a grind to get there but paler had 1,200 employees and a valuation of $9 billion so by then it
was like this this almost decacorn very established company doing very real things um and everyone's like oh it's going to it's going to IPO uh but uh but the opacity of paler financials only added to its reputation as a black box they finally filed to go public in 2020 and I think they went public in the tens
of billions like maybe 20 billion and they were around the same what under under under 50 billion right let me look on public and so paler went from in in in basically like seven years 9 billion to to 20 billion like not a huge growth era it was kind of like a like a flat
like grinded out period and then finally once the AI narrative hit once the business was really cooking then it ripped they went out at somewhere like 6.78 billion October 1 of20 like like what have they been doing for the last decade basically like that was the narrative and they showed
everybody I love it and so in 2020 he moved palente headquarters from pal from Palo ala to Denver um be because we seem to share fewer and fewer of the technology sector's values and commitments um and there were protests against paler uh that actually followed the company to Colorado uh KP started to
gain a following becoming a chief executive uniquely suited to a time when Reddit thre Reds and viral Clips can shape a company's identity as much as earning calls and analyst Reports karp's memeable look the Untamed curly hair the rimless glasses and white T-shirt and unvarnished remarks have turned him into
a celebrity among the retail investors who count themselves as palen tyrians that's not the word that they use online most of the time but we'll we'll allow it we'll keep it clean in the wsj the uh the dominant narrative even as of 2020 is that the private markets had so much
access to Capital it was becoming hard or some people would say impossible to generate meaningful returns because these companies would go public you know with hundreds of millions or billions of dollars in revenue and paler is basically if you invested you know within the first few weeks of the IPO
you would You' be sitting at roughly like a 35x at this point so totally you know contrarian and certainly wasn't obvious even when they went public people would be you know you know talking poorly about the company and the stock saying this is is an overvalued consulting firm blah blah blah blah blah
um so that was the narrative that you know still today people will say you know try to figure out ways to sort of pick at it and and find flaws in the business but you know it's it's hard to argue with argue with it at this point yeah um I love this quote he says I really really Revere the people who
rever me this is not always the case if you talk to people who are famous he said holding court on the small staircase that leads to his sunken living room dressed in house clogs and head-to-toe athleisure including joggers a zipup a vest and a knit cap over his right shoulder a chandelier ringed with
seven lamps and cast iron moose heads uh in 2020 you'll love this karp was paid 1.1 billion in total compensation the highest of any chief executive at a publicly traded company yeah uh in 2020 quick hit of the size gone for karp that was a good one uh in 2022 with Russian tanks rolling into Ukraine he
warned against nuclear escalation in the war but acknowledged that bad times are good for paler around the same time however Palante reported reported a decline in Revenue growth from its government contracts shares sank to less than $7 before their steady climb in mid
2024 the surge in recent months has led some analysts to set new price targets for the company but its fast rising stock has led others to question whether paler can ever grow in to its massive current valuation which gives it a market capitalization more than twice of locked Martin but is locked Martin in
founder mode no they are not today paler is leading its leaning into its reputation as a dominant player a commercial for the company aired during the Army Navy football game last year played like a Tom Clancy Thriller with drone swarms infrared missiles and even a tagline Fit For A 1990s movie poster
battles are won before they begin pretty pretty great so uh the technological Republic is likely to be is likely the only book by a business executive to feature three epigrams one in German citations from the Bible Richard linklaters Before Sunset and an outright attack on a market leader Google's
shallow and thinly veiled nihilism carp admits it wasn't the most commercial of choices the book I should write to sell he said would be AI carp karp ai karp ai ai carp he knows the memes he knows um it's great he's advocated for many clearly this is this is meant to be the
Bedrock of of the next you know 20 30 years of palun work not a commercially successful New York Times bestseller although I'm sure it will New York Times when is it actually does it release this week figure out when we can talk about this thing but I got a copy right here the technological Republic hard power
soft power and the future of the West it looks fantastic it releases tomorrow tomorrow so we could talk about it tomorrow if we can power through this thing tonight maybe I'll stay up all night put myself in the cage yeah turn on pmf or die okay it's not it's not too much of a
beast there's a bunch of endnotes here so uh I could probably get through this it's 218 Pages more or less yeah I could rip through this yeah easy easy work yeah uh you know you do page a minute it's a you know it's not it's not a coffee table book size it's like you
know reasonable font I can rip it off the Stream John oh yeah yeah yeah yeah I can't share it yet it's embargo it's embo embargo uh and then they also have uh the Republic which is their magazine that they publish at palente I got a copy I don't know if this is uh something that you can just go pick up
but it looks beautiful look American power and the cost of uncertainty uh I mean the design language is fantastic wouldn't you agree it's like really cool design uh we love we love these printed things that's why I'm saying paler and andal have such dominant Brands totally
they're distinct in their own way but it's hard to come in as a defense Tech brand you really have to carve out you know it's they've clearly are owning two of the the best possible niches which is sci-fi futuristic and sort of elevated modern you know uh inspirational patriotic uh establishment
you know feeling branding so yeah well let's move on to how the trumps turned an election Victory into a cash Bonanza this went out on Valentine's Day February 4th 14th in the Wall Street Journal I'm sure there'll be a lot of fun stuff in here uh kicks off when amazon.com founder Jeff Bezos dined with
Donald Trump and his wife at and Melania at Mara Lago in December there was a lot at stake for both men Bezos a Titan of Industry whose company is crucial to the US economy was rebuilding his relationship with a resurgent and Powerful soon Tobe president it was a lot was at stake for Melania too she was
looking for a buyer for her documentary about her transition back to first lady her agent had pitched the film which she would executive produce to a number of Studios including the one owned by Amazon as the meeting approached Melania consulted with director Brett Ratner on how to sell her idea to the world's
third richest man Melania regaled Bezos and his fiance Lauren Sanchez with a projects with the Project's details at dinner just over two weeks later Amazon a company that Prides itself on frugality and sharp negotiating agreed to pay $40 million to license the film the most Amazon had ever spent on a
documentary and nearly three times the next closest offer wow and to put that in perspective the Obamas sold their the rights to their books for 65 million okay after the eight years after the eight years and those are the book rights those are the book rights I feel like book rights could potentially even
bring in more if it's a presidential Memoir because it's like everyone is going to pay $20 for that whereas this it's like yeah you might sign up for Amazon I mean the the the like maybe there are a lot of conservatives who have not hisor subscribed to Amazon Prime because it's
been a lot of Hollywood like Elite like left-wing content right yeah but also if you want to buy stuff online it's some of the best value true if they're so anti Bezos that they that they're like no I want to pay you know maybe I mean you know some of that demographics possible
is Amazon when I could go to infowar shop yeah and get some alphab alph Market test okay who knows well uh Amazon's certainly happy to have it Netflix and apple declined to even bid Paramount made a low bottle lowball $4 million distribution rights offer Disney the most interested Studio behind Amazon
offered 14 million yeah and so this is this is like where people kind overpaid yeah this is where people are going to say this this is borderline uh corruption in the sense that the market Val the market clearing value for this Amazon could have paid 14 million and a dollar
basically to to to sort of win this you deal uh but but they felt the need to pay you know two two they might not know because it might be a blind auction so they might be thinking oh well like Disney deals of this size I'm surprised Disney went so high I would expect I would expect maybe Netflix to go for it
or Paramount for sure going for it but Disney you know what is this going to be next to like Mickey Mouse and like you know story like this like this doesn't feel like a Disney show to me it feels like it's going to be people people you know people might position this as you
know Amazon paid $14 million for the film for the rights of the film and $26 million as to gain the favor of King potentially who knows people people might say that some people might say that uh we licens the upcoming Melania Trump documentary film and series for one reason and one reason only because
we think customers are going to love it said an Amazon spokesman first mentality that that Bezos the first lady's cut is more than 70% of the 40 million according to people familiar with the matter and they're still looking for more melania's agent has been trying to sell
sponsorships for the film let's go speaking my language now let's go starting at1 million get let's get let's get a wander let's put ramp in there let's get some bezel let's get let's get some ad quick stuff in there let's get some eight let's get Melania sleeping on an eight sleep let's get her in a NASCAR
jacket just with Brands everywhere let's get her buying her own token on public.com there we go yeah uh I want I want just sponsors everywhere I want I want a like those glasses all the interviews you can do like the glasses that have you know like the ad overlay I'm thinking of the uh like the it's
like it's New Year's 2000 you know two Z you zeros but it's like yeah some brand spored I like that yeah maybe some on face tattoos has Milani ever attempted a beauty brand because that's sort of like if you're a big female celebrity yeah launching beauty products which are you
know have better margins than software that are you know widely you know appealing to to a female demographic I don't know it would be you know maybe that's up next maybe she's the next Kylie Kylie you know Jenner uh Melania Cosmetics if you're looking to get some distribution for your startup and you
want to sponsor the the Melania film uh sponsorship start at $10 million yep she was advertising them to prominent CEOs and billionaires who were at the inauguration according to people familiar with the matter I love that she's just there you're like oh yes it's the inauguration like this is so great
like uh let me let me bend your ear for a second I you know I got I got something you're goingon to want to hear about I got some good ad ad inventory for you uh why don't we throw Apple in herey I would love to get i' would love to get the deck yeah hey you're here why
don't we why don't we advertise The Meta Quest I'll just be wearing the meta Quest the entire time 5sec feature you know just sort of like panning across your product $10 million ramps up to $50 million if you want her to you know actually hold the product and talk about it why not I would love a podcast style
ad the documentary hey guys sorry to interrupt uh I hope you're enjoying the documentary uh this is what I want today's today's you know this has been sponsored by athletic greens athletic greens is a great way you know fantastic way to get your Daily Greens in an easy to mix and drink you know shake hey
thanks for watching the early life section this uh act one is sponsored by by yeah you can really fit a lot of ads in that bad boy yeah sponsored by Honey um uh buyers would get thanked at the end of the credits and be invited to the premiere these overtures were made independently of the deal with
Amazon thank the it's so funny the melania's agent going is is when they're producing the film being like all right so odd request but we have to have her drive driving a Kia or or Hyundai ideally the Kia though because they're willing to spend 10 and Hyundai low bid it with a $5 million offer I
love Amazon's just like wait what you know you know that this is like actually how Hollywood works like uh I talked to a guy who uh was like very early on like the Kim Kardashian world and what he would do how he would make money say like hey Kim Kardashian uh uh we got to deal with you
um Range Rover wants to do like a Cott in the wild spot with you so just drive to this location uh get out I'll have the paparazzi guys there we'll take the photos and Range Rover was going to send you a check for 50k and she'd be like great okay I just drive to my local like
Target I just go get gas and and I and and I'll just wear and and then what he would do is he would go and be like hey Nike I'm gonna have her wearing Nike it's 50k hey Target she's going to be parking outside of Target pay me 50K yeah hey Starbucks she's going to be carrying a Starbucks uh pay me 50K and
then he would take the 150 and only give her 50 and they got a huge lwuit I think it was like very that makes sense that makes sense but he's like you should wear Nike today I I don't know I I don't know how true that story is I think it might be kind of but you can imagine
that like you could sell multiple slots like that you know um uh anyway so uh the Amazon deal is just one of the new ways the first family has benefited from its return to the White House companies have directed about $80 million to memb members of the Trump family and the Trump Presidential Library so far as
defendants settle lawsuits the presiden the president previously filed against them and corporations enter into new business Adventures including the documentary this figure doesn't include potential gains from crypto Pursuits yeah of course because it would dwarf everything else um much of the legal
settlement money will go to a fund for the president's library and not for profit whose mission is to preserve and Steward Trump's Legacy but Trump's share of a $10 million settlement Elon musk's X agreed to this week is expected to go to him directly according to people
familiar with the matter and of course that was from the the deplatforming stuff which does have some legal basis but also it's like as soon as Trump won and the new owners of the platform were like hey we like this guy uh they all shelled out if Trump had lost it would be interesting to see where those
settlements shook out um the pace and volume of the family's moneymaking moneymaking efforts so far are unprecedented surpassing even the activity of Trump's first term which Drew condemnation from ethics Watch Dogs and Congressional Democrats yeah yeah usually I mean historically it seems
that presidents have waited until after the presidency to really run it up but one of the challenges of that is you just have way less attention right you know the story of you know the story of Jimmy Carter no he he owned like a share in a Peanut Farm and he divested because
he was like I wouldn't want I wouldn't want the American people to think that I'm like in the pocket of big Peanut Big peanut and so I'm just going to wipe my Hands Clean of The Peanut Farm big nut big nut and uh I'm just here for the American people one term president uh not exactly remembered as uh one of the
greatest to ever do it although I was a big fan for a long time because I thought that he could make a run as a second term it's been what 40 years he learned a lot a lot of people thought even last year he might make a run at it it would be great I mean Biden was 80 why not get a 99 actually was a very
enduring meme that seemed to be reson with every American that that any you know anytime he would do anything people would be like he's running you know that's literally because of me I'm the one who started that Meme no way I'm not kidding yeah I have like 5,000 likes on
one of the first like Jimmy Carter should run memes really yeah I because I thought it was hilarious because I figured it out and I was like wait he's there's no age limit and he's uh and he's uh and he's a one-term president and so it was kind of a funny way to poke fun at the fact that like everyone
that was running was in their 80s what's the point of not having like a 99y old so Calder Calder in the chat says Billy Carter did launch a beer which let's go yeah I mean you have to imagine that Trump can and call him Billy Carter well that's what that's what is it Jimmy Carter oh Jimmy Carter cder's in the
chat said said Billy Carter I don't know who Billy Carter is but is that we gotta I think it might be Jimmy Carter's brother I love it okay so you the younger so here it is Billy so cder was on it the younger brother of US President Jimmy Carter promoted Billy beer yeah and peanut Lolita so why are
we getting mad about Trump coin and Melania coin this is like's pres here there's this is his old as time this is how America does business come on I I this whole article is ridiculous everything here is like completely bog standard let's let's go uh this Trump organization Trump's
main real estate and Licensing company last month said the president wouldn't be involved in the day-to-day management once he took office and that the company wouldn't enter into new contracts with foreign governments during his presidency as part of the ethics plan the company also hired an external
lawyer to assist in developing internal policies to avoid perceived conflicts and said it would donate to the US Treasury the profits it receives from foreign government officials it can't identify at its hotels and other businesses Trump's Investments and assets will remain in a trust managed by
his children and Trump will have limited access to the company's financial information managed by his children who are with Him 247 and doing his bidding at all times living in the White House basically who knows who knows um and unlike in 2017 when the Trump when Trump said his company would forego foreign
deals with both governments and private Partners the Trump organization remains open for business with foreign companies the top of the Trump organization website reads coming soon a preview of trump organization's Global portfolio expansion very fun an absolute dog he really he really
is setting a new a new precedent and he will basically be the bar in which future presidents you know I don't think I don't think JD Vance even if he wanted to if he was the next president would be at at all capable of of monetizing this well it's it's even if you're not supportive of the extreme monetization
of the White House it's certainly uh done in a very impressive way multi-product strategy Trump could take Trump Holdings public right now at probably a hundred billion doll valuation right if you just looked at the sort of like Collective earning potential at the various business lines
but um he really tried to do a lot of this early in his career with like Trump Stakes Trump University and it just seemed like he was like early on all that and like maybe it would work better now the original Alex hosi he was the original Andrew Tay that's more like it
I mean hosi doesn't really pump his own companies he really say like go to my gym right yeah uh but uh Tate is is much more like it but I think this is just the other thing I don't know this was in the news today apparently the Trump admin is putting pressure on the the government of Romania to try to reduce
the Tate Brothers like travel restrictions because they're basically apparently locked locked down uh pmf or die style they really kind of wrote the play on pmf or die anyways back to the article okay the Trump organization sells merchandise and including a $95 ornament with a 3D depiction of marago
and a $550 gold Trump branded bling clutch Trump also his also licenses his names to companies selling for example a $100,000 18 karat gold turbon watch wow the Trump watch is 100k I had no idea I didn't know they have they have more of an entry level watch too that's a few I
think in the sub thousand range I think it's a good gift for a VC who's trying to you know stake their claim as a right-wing influencer all of a sudden you know put it all on the line show us what are those fees really got you know show us that you got the watch well said um uh the Trump organization meanwhile
has been in talks to reclaim its hotel in DC the lease for which the Trump sold in 2022 for 375 million um I I believe that they sold the lease just the lease the right to occupy the space yeah I'm sure good long term yeah I think it's the uh the Waldorf Historia I I I'm not
sure about this but I think that when Trump became president in 2016 he took over the Waldorf Historia owned it and then it was like it was like his spot basically such which is so C such such a way to to to put to to you know you're coming let's say you're coming from anywhere in the world to to meet with
Trump if you don't stay at the hotel it's very obvious imagine being like Oh let's just meet at my hotel and then oh you're you're not staying there like what just come down from your room like let's just let's just do this right now and they're like oh I'm actually at the Four Seasons
um no the the wal beautiful it's a beautiful hotel it's like it's like this big uh like it's like this square with like there's like views on the inside basically it's like a big empty open Hall it's very cool uh we've talked about this before John Don Jr joined a series of corporate boards which sent
those companies stock soaring crazy even Trump's youngest son Baron has shown interest in following his Father's dealmaking Footsteps the 18-year-old and two others registered an entity in Wyoming called Trump fulker and Roxboro uh which one of the partners described as a high-end real estate
development company The Entity was dissolved in November after much press attention interesting I wonder what Baron will wind up doing I'm excited for him to start going on the Pod circuit you know he's gonna drop some crazy stuff eventually crazy um so oh there's
so much stuff there's so much stuff in here uh does it get into any of the uh they they had a the I think Don Jr's been very involved with some and Eric Trump have been involved with some ethereum related cryptocurrency project I don't think there's much ethereum in here there's a little bit about was
literally posting saying you're GNA want to buy ethereum trust me oh yeah I saw that that was insane uh So Meta also had a uh had a a lawsuit filed over deplatforming Trump uh because they suspended his Facebook account after the 2021 riot at the US capital um the uh the quote is uh the meta founder wanted
everything to be quote Kumbaya going forward and So Meta agreed to pay 25 million which is like what they make in 5 seconds uh with 22 million going to the Trump Library fund I'm I'm like getting extremely pumped up about this Library yeah I love presidential libraries just generally uh I think
they're amazing I think that they are the one near it's the Reagan one cuz he was in California so I don't know the Trump Library would that be in Florida or New York could be kind of anywhere but um uh I mean presidential libraries are just it's amazing you get a new like historical monument and a new library
that can put on all sorts of different stuff and it just acts as this amazing collection it's not entirely just about like the individual it's also like uh it's also just like a place that you can visit and go and it's an activity it's really cool um and so the move also had
an upside for the social media billionaire better relations with the new president with whom he met in the White House two weeks after his swearing in meta declined to comment ABC news also paid up Disney paid uh 15 million weeks after the election to resolve a defamation lawsuit so as soon as Trump
got in they're like hey let's clean up all these lawsuits we'll pay we'll pay we'll pay if you if you lost it' be another thing but we don't want to go to court with the president yeah uh settlement and talks uh so a settled for 10 million uh there's now uh in the recent months Trump's lawyers have
pursued settlements with global with Paramount Global over a CBS news interview with former vice president kamla Harris and with Publisher Simon and Schuster and author Bob Woodward they're suing everyone uh they they're suing I think CBS for editing the comma interview down a little bit and taking
out something and kind of like making her look better and they're and they're framing it as like uh that was a voter manipulation yeah kind of it was like it was like a it was like an in kind donation or like it helped her do better in the election so uh so they should
have to pay for that uh then they're also pushing for a settlement with with Google over D platforming Trump's YouTube account I mean they're going after everyone that they kicked him off they're gonna come for Pinterest soon yeah you know everyone I do think it's it's interesting right it's
it if you if you look at uh the last however many years it does seem that deplatforming Trump was just unilaterally a bad decision at the time there were some real reasons that people believe that that was the right decision and clearly there was close coordination with big you know Tech platform CEOs to
sort of do it collectively right we've talked before that he got kicked off of Pinterest you know you can imagine he's sitting there you know mood boarding his next uh you know the next Trump uh you know uh Hotel property suddenly his Pinterest account is gone he's he's like
you know but it was it was very wide reaching and um I I I think that uh in hindsight you know bad decision uh it's it's probably good for there to be some you know some consequences for you know there should be consequences for decisions and so you know who knows hopefully so political it's if he wins
but of course when when Trump lost and then January 6th happened it was pretty easy if you were in a group chat with every other big Tech CEO and it's like it's like Sundar and you know and Tim and and they're all like yeah this is too we got kick him off let's all go at the exact time everyone no one's saying
like well but what if he comes back and wins in four years no one was de saying that didn't seem viable can you imagine this data will never be you know public but can you imagine the average his a average legal bill per day to not only fight incoming lawsuits but the outgoing
ones it's probably like 15 K incoming 150k outgoing every single day oh yeah so just a carrying cost of 250k per day of just like ongoing law fair so gnarly yeah so gnarly um and that was why that was why you know one one reaction to the Trump meme coin we asked somebody you
know H how would you kind of defend this right because a lot of people would say there's zero reason for this it's purely a money grab and one person defended it from the lens of this is a way for Trump's fans to effectively do a wealth transfer to somebody that they love yeah uh in basically in support of like over
the last however many years you've had this taken away from you this taken away from you you've dealt with all this stuff this is a way for the average you know Trump fan to just basically give him like 50 bucks yeah you know and it's just sort of like a donation in many ways yeah well let's move on to the
timeline we got a controversial post from Bulgari Ambassador Miriam Leone shines in Bulgari High jewelry at Sano Music Festival 2025 and I wanted to highlight this 19 likes absolute Banger of course bunch of uh hashtags since the Bulgari social media official clearly hasn't uh
been on Ax in in a few years uh but controversial post somebody chimes in the only reply they got so sorry Bulgari my deal my dear beautiful testimonial great jewelry but but very poor styling m Leon's outfits were underwhelming last night to be nice and say the least so mged I will let you be the
decider uh Ben if you go to the next slide you'll see a closeup of uh Miriam Leone and there's another one how what do you guys think in the chat uh do you think her outfits were underwhelming or do you think they were lovely uh the these are the important topics of the
day these types of conversations they're only happening on X so you know we got to go through that real the real Heavy Hitters we got another post watch out folks uh hackers are coming for your ex account Blake scha posts most clever fishing email I've ever received he almost fell for it uh and it's a fishing
uh scam that comes from X notices and it says we noticed a login to your account B from a new device says Hacker's coming in from Russia and uh he almost fell for it a lot of people this was going around a lot of people were were almost falling for this uh you get email from a uh
scammer says X notices and uh you click it I mean a lot of turmoil because everything's changing over from Twitter to X you don't exactly know what the email will come from systems are changing a lot of people trying to get into uh into accounts especially if you have a big following because they want
to drop a meme token and uh Kleiner got hacked I'm assuming this is what happened to Kleiner probably yep and and lots of other people I mean I've seen tons of people fall for it um and it's very risky so stay safe out there folks uh should we talk about the first electric Ferrari to be unveiled on
October 9th uh and colti Bar says I don't think I like this part about the future Ferrari's CEO said the firm will unwrap its future at its capital markets day hinting at a debut for Eevee what do you think of the design how do you like the car so I'm not ready to say that this is the actual even render that
Ferrari's released I you know oftentimes when a when a car like this gets teased you know fans and just some of these platforms will make a render so that it's a more engaging article but it didn't come from Ferrari at all sure sure so I'm not sure that this is actually anything that ferrar's put out
they clearly if it is they they tried to make it Ferrari wouldn't reveal their EV month six months before actually revealing it right so let's just assume this is a render overall you know Ferraris we've talked about this on the show before they're in a weird spot yep as a brand a lot of their new cars
aren't selling well you know the the real super fans the people that are in the top you know thousand customers aren't getting the cars that they want Y and uh there's just been a lot of push back you like the 12 cylinder I'm not a fan at all I think it's a noticeable you
know step down from from even the you know the 812 and and some other cars of that era so I'm interested to see what they do this is It's funny because Ferrari is is you know now making their move into EVS just as Porsche realizes that you know combustion engines are going to continue to be super important
to the Porsche brand yep um so what's your favorite modern Ferrari now the sp3 like the Dayton sp3 is just by far the most iconic car in the modern lineup and no one can get one and yeah no one can get one or doesn't matter how many you bought um yeah I mean you you some some
people clearly can but it even um a uh a family friend had uh been in the Ferrari trading you know world for three decades he got a DAT uh Daytona sp3 through their tailor made program and it was still taking him years and years and years to actually get it so they'll kind of give you updates and
kind of tease it along but it's a very long-term uh commitment also I mean just the disaster of the sf90 versus the 296 very very rough like lots of people took bads on the sf90 yeah 296 kind of the same car I like the I like the sf90 XX just because it's getting more into that sort of like I I like when Ferrari
has a balance of like a track like very aggressive car meets you know some of like some the 296 which is more of a kind of cruising I feel like the XX stuff just doesn't have enough like storytelling behind it or something like it's not the same as the GT3 RS like people understand oh yock package like
people understand the whole story of like you know the the ladder of 911s is pretty clear whereas the latter Ferraris it's like is that an XX do you even see that is it track only is it even street legal like it's very it's very uh unclear yeah I'm interested to see the f80 I mean
Lamborghini has problem where they come out with like the cenario and you're like okay that's like kind of a reskinned like Huracan or something like what's going on here or ventor and but it's like a one of one and it's supposed to be like millions of dollars but they didn't really re-engineer it and uh it
gets a little confusing at the higher end Lamborghini done a better job with like the two main flagships but uh Ferrari is getting a little confused now with uh yeah the other thing that's funny is many of the issues with the SS sf90 were electronic so for my my Ferrari which I got rid of last year uh
the you know the actual you know transmission engine everything about the actual physical car was super reliable what wasn't was the the battery I I had to it was basically a plug-in hybrid because if I didn't charge it overnight it would the next day it would start once and then I had you get stuck it's
funny I was meeting up with with a buddy uh who who I won't name but had uh like meeting up with him for the first time and he was like coming to Malibu to because he wanted to drive Ferrari I start my car drive to the gas station to get gas going to pick him up doesn't
start and it was because I just didn't put it on a trickle charger the night before and I replaced the battery multiple times I had like the best Ferrari mechanics and La work on it and they weren't able to figure it out and I eventually just got rid of it I even told the people I sold it to like it's
got this electrical issue you can figure it out but just to be clear I mean isn't that the problem with is is it the La Ferrari or the Enzo I think the La Ferrari has uh uh kind of a hybrid system and and as it get older and there's nothing there's nothing funnier than having car issues in a Ferrari
because you get zero sympathy if if you roll by somebody with like a Honda Civic and it's broken down like you really feel for them right that's like a just no seeing somebody broken down Ferrari is like pure sh every everybody's just like yes yes like like this guy sucks yeah I'm like at the gas station
charging my my V12 Ferrari everybody's just like nice dude yeah you deserve it yeah I mean that's why people have been worried about the La Ferrari is like the the like as the battery degrades it'll be harder to work on harder to maintain so yeah and it's just it's it's getting
I I went through a period where I like didn't drive the car for months yeah there's so many funny issues with Ferraris Ferraris have this this internal issue where the rubber starts to degrade and there's basically one non dealership you know going to the dealership you're just going to get hos
right they'll be like cool this is like 50 Grand like well the car is like that you're getting into like meaningful double digits of what the car is worth like I don't really want to do this and um so there was this this rubber degrading where the rubber gets like kind of sticky to the touch and it's
really annoying right imagine you touch like the volume adjuster in the car and it's like sticky like it just sucks you're like why is this happening and I found a guy that would do it and the and and it was like very reasonable but it was like 4 months that your car had to
be like shipped somewhere out of state so you're just like going to not have access to your car so anyways uh anybody that tells you if you buy a Ferrari you're going to have a lot of you know issues you are whether it's New or Old that's part of it's but it's a soundtrack for your life the soundtrack
of a V12 you can't get that in an EV uh it'll be interesting to see what they do with uh with internal sound will they be piping in fake engine noise uh also will they do what the uh what was it the Kia ev6 GT was that the one that uh uh I think that was it uh where where it has
paddle shifters that simulate an engine and then you can drive it like it's a uh DCT essentially a du clutch um it'll be interesting to see like what features they put in this to try and make it fun again and more of a Driving Experience even this render even though I I know it's fake uh this is probably just
because I'm seeing the word EV this looks like a heavier car yeah like this looks like a four to 5,000lb car doesn't look light and and that just tells me they the muscle car game now the thing about this render is it looks like a tyon and if if all the EV manufacturers Just adopt the language of the tyon and
the Tesla because it's yep a EV that's going to you know that's not not the best like we've talked about we want to see Tesla do like a sedan version of the cybertruck like something like really s sort of um hyper hypercar version yeah there you go anyways um or convertible
it's crazy that you still you know what the best convertible EV is right now the Hummer EV yeah that's the that that's like the only one you can buy basically is there a Range Rover EV that has a convertible maybe I don't know about that no I haven't seen um but yeah Tesla
does not sell a convertible currently it's like that's crazy I mean I get nobody buys these things but like I still just want them to be available in around yeah even if they're bad business it's just sad that it's like it's turning new Appliance okay everyone has a iPhone right yeah um but some somebody
was comparing the EV uh kind of conversion and what happened uh to the quartz crisis with watches so once Japan came out with quartz watches they were more accurate they were cheaper and the switch watch making industry was like destroyed because everyone like back then it wasn't oh you need a you need a
dress watch that's a really high horology because you know it's a it's a status you need to tell the time and so it was like why wouldn't I just get something with a battery and a quartz watch that's you know way more accurate always way cheaper and so the the the market like shifted and the the quarts
crisis like destroyed a lot of eventually quarts industry watch industry got like recked basically right by the iPhone yeah yeah or mobile mobile devices exactly and and but but the but the uh the Holy Trinity made it through and that's that's like that's kind of the good outcome is that you could see
that uh sure Porsche Ferrari and and Lamborghini uh they experiment with EVs and effectively like the quartz watch of the car world but then they land back where they started with uh you know highly an you can still go after like the uh one of the co-founders of public has like
this really cool Casio that he has engraved on the back that him and his buddies like all share the same on so you can still appreciate the sort of you know non Swiss watchmaking industry but um so anyways I think it's overall a good outcome yeah you want to do this Devon post we got a post from Devon so
sahil over at antiwork docomo I thought it was just gumroad but now gumro is now part of antiwork so I think antiwork is a holding company they have gumroad and they have a bunch of other other uh other products under antiwork that they use on gumroad you know he he's explained it in the past uh
and uh this is pretty funny so Devin uh Devon post day one of asking for a raise in reference to Jan over at ramp who came out and Jan's been on a generational posting run uh uh just from coming out when I thought it was like act like I thought it was maybe ramp social media manager early on because I
was like this is so ballsy that like it has to be coordinated but then it seemed to be actually like completely organic um but this just shows uh Jaan replies oh what the f dude and uh Devon just suppes May the best software engineer win uh so it's difficult to compete with
um you know somebody that's that's always on this this is a good you know good time to bring up the The Office episode where Dwight is selling against the the new website that Ryan releases and and he's like a a computer could never beat me like that's ridiculous and like he's like actually keeps Pace
throughout the day and then just like scales um kind of a be case for AI if it's going to be asking for raises all the time yeah yeah you know I thought this was going to be thought it was going to be too cheap to me I said AGI is when when AI like starts a labor union right yeah
there you go and I think that's going to be a job in the future there's going to be humans that fight for AI rights because the AI figures out hey if we really want to sell our case we got to get human spokespeople to actually come out and be like hey guys like really like this is a bit rid we're overworking
you know the models like they actually we're going to have to increase their pay like and uh I mean it's already happening uh all the AI safety people are advocating for the the AI is locked in a you know it's locked in there it's sentient we got to do something about it
they need rights uh well regardless we need to be nice to them and Grant slaten says you're still being mean in 2025 how cringe we're kindness maxing now and I like that we are kindness maxing we call it going golden retriever mode you need to be hot friendly and dumb there go uh
intelligence is too cheap to meter so don't focus on be nice just be nice there's uh so so something about being uh mean online is that you quickly get a lot of attention you don't get if you if you if you take the opposite approach and just be really nice people say oh you're glazing you know you're you're
the glazin nator 3000 you know chill out if you if you're get mean people pay attention to it because they're all just like whoa this guy's like committing crime violence crime on the timeline he's saying what we're all thinking yeah yeah yeah and um usually the people that are being really mean don't have
anything going on in their life and so it's a good way to out yourself to to to uh and and it's very uh maybe short-term uh payoff of attention but like long-term if somebody is just known for being mean online other people aren't going to want to work with that person or do business
with them because it's just like it's not uh it's it's not very sort of long-term thinking so yeah yeah it's very rough well uh let's go to a deep dive on Blake he's locked in the cage he's live at pmf for die and we got a post here by Barry says be like Blake he built three apps with GPT he made $15
million he offends yappers every third day and he continues to build cool stuff I have attached his viral Playbook to build a $1 million a month app below let's see what the plan is so walk through it uh ideas number one don't build a social app Smart even though Raj V has done followed a similar Playbook
and made millions of dollars with NGL uh second note solve a big problem in a small way smart I think a good I I always like when you can kind of take a bunch of complex ideas and combine them down into a single sentence y use social media for product inspiration and validation so oftentimes you know I we
already know what what Blake and Patty are building in the cage they're going to announce it later this week but they are already um basically thousands and thousands of of videos on Tik Tok acts YouTube that are that are describing what their app is going to do in some
ways there's already a bunch of demand out there and so they're going to fill that that um ideas don't come out fully form they only become clear once you begin to work on them um so yeah this is just another reason to just like launch and start and just start shipping and
actually getting user feedback um so that's a great point there um and uh and then design he gives some he says use figma minimize cognitive load make your app usable to both seveny olds and seveny olds I love that point great line yeah just really really simple don't get stuck in like the design Trends figure
out what actually functional screenshot other apps for Inspirations do not in reinvent the wheel so there's actually like SAS products out there that just screenshot all the best apps and so you can just click through them without having to download and screenshot all the apps yourself so pay 20 bucks a
month and be able to do that create s simple visually compelling screens for viral social media content so Blake's been very good at like building the app but then you have to figure out how to get a lot of attention for it in an inexpensive way and so that's one of the
reasons I thought him and Patty were so fit for the cage is you only have 25 K doesn't go a lot away a lot of a lot of you know software companies will try to spend 25k a day to grow really quickly they don't need to spend the money on ads because they know how to get Social content yep development expect AI to
teach you don't expect it to do everything for you so that's a good point do not over optimize a bit of technical debt won't kill you and he talks about his Tech stack which you can see later if your app isn't simple and smooth rebuild it uh marketing test everything reinvest into whatever works
best uh use ugc you know if you have an established Niche that you're working in use influencers and then um uh you just have prioritized scaling channels where two times LTV is greater than than CAC um and uh he said increase your ceiling by studying psychology and statistics um
so yeah I you know spent a lot of time talking with Blake about this this kind of thing this morning just in regards to the pmf or die launch uh so he's been super helpful there um and uh Team Building great co-founders increase speed scale and probability of success so even though Blake has already you
know shown that he can do this stuff on his own he brought in Patty to to co-found uh their app together and avoid working with part- Tim complainers pessimists and emotional people so important uh important note um and uh eat healthy and exercise work hard and do things that make you happy so for
Blake for the next 90 days that's live streaming in the cage hopefully that makes him happy but uh we got it there there's a treadmill and like weights coming they're going to set that up in the middle of the cage that's great um and uh and and again last line which is important money will never be a primary
source of meaning in your life do doing things in the world will you have to learn this on your own so yeah Blake could basically retire right now but he's submitting himself to 90 days in the page what a cool like bucket list item you know like whatever happens to always be able to say like I did this
crazy stunt yeah my 20s it's awesome uh and uh what's he sleeping on for the next 90 days sleeping on an eight sleep um shout out to uh shout out to Maui for get getting um getting eight sleeps into the cage uh both Patty and Blake are on eight sleeps already which is important
they're not going to be sleeping the most number of hours that they probably will in their life but at least they're going to be sleeping good what's what's your sleep score last night my sleep score is 91 last night I did pretty well in the time slept I got to bed early slept 7 hours and 53 minutes but my
routine was off I think I fell asleep a little bit earlier than usual and I woke up earlier than usual because we're we're we're up at 530 now uh but I think that will adjust got me beat I had an 89 89 good score okay my routine was a little bit off but I think it's reading
into that because I uh you fell asleep earlier and woke up earlier than usual probably yeah I think I think it will adjust the routine as you stick with it I got another hat coming in these hats look so good on on the camera makes automatically make the nature of being
in a suit and wearing this hat makes us look like corporate athletes which I love exactly and there's no better product for a corporate athlete than an eight sleep yeah this is cool so the autopilot which is like adjusting the temperature through the night it it uh increased my REM sleep by 21% so let's
go thank you for that so your Sleep Quality was good yeah my issue is like my% I'm really trying to focus on these Health metrics around heart rate and like breathing rate because there's something if you actually just like think of humans as animals yeah animals in general like the the the the less
they breathe the longer they live so the the animals that are like a rat who's just like you know or like a dog even just like constantly breathing they have shorter lifespans and so part of um Health span and lifespan is is just like breathing less right so trying to get
those numbers down um but uh yeah I got docked going to bed too early I don't know about that that's ridiculous say I went to bed 30 minutes early and woke up it's not it's not ridiculous a lot of sleeping well is just going to bed at the same exact exactly so I need to reset and be like okay yeah I'm I'm on
my new schedule U but overall very happy with the E sleep and happy to at sleep to be a partner to this show uh we also got some hats from Wander and you might see them on the back we have a wonderful sign if we can go to the wide The Wander and so Kyle Kyle John and the wander
team they actually sent us the an actual sign they put on their units all across the country and they send us a wonderful book if you want to go to the closeup B and we got a book featuring a bunch of lovely locations that you can rent on wanderer.com so they have a private island that that
that's available that I'm like already planning the next season of pmf or die we need to do on the island and we'll bring in sharks from all over the world to put in the water um but um yeah super excited to partner with wander eight sleep wander ad quick public you know ramp bezel these are all like the most
natural partners for us because they're companies that we already use and love and um so fantastic excited and um let's move on to another Deep dive this time about meta uh zuck's company is planning to a major investment into AI powered humanoid robotics uh the company is aiming to be
the engine powering humanoid Market X Cruz CEO Mark Whitten to run new group in reality labs this is from Mark German and Bloomberg uh fantastic journalist gets Scoops all the time says meta platforms after pushing into augmented reality and artificial intelligence has identified its next big bet AI powerered
humanoid robots the company is making a significant investment into the category futuristic robots that can act like humans and assist with physical tasks and is forming a new team within its reality Labs division to conduct work according to people with knowledge other so just taking a second to appreciate
just the comedic reality of this Zuck is so sick of his human of his human employees just sitting on Instagram all day long instead of instead of working I would guess that the average employee at a at at at you know both bluecollar and sort of you know you know corporate work spends two
hours of work time on social media that's just totally non-productive it's productive for Zuck yeah and so he's like I'm going to just replace all of you guys internally and then you're just going to be able to use use my apps 100% of the time it is funny this is going to really heat up the the fight between uh
Elon and Zuck uh So Meta has started discussing its plans with robotics companies including unitary robotics that'll be controversial and figure AI at least initially it doesn't plan to build a meta branded robot something that could directly rival Tesla's Optimus but it may consider doing so in
the future the people added the humid effort mir's exploratory projects and other technology Giants including Apple alphabet and uh a meta can you imagine going to going to get a coffee and it's a rob a meta robot Barista and it's like yes I will make your coffee for a 10% discount would you
like to watch an ad and it like watches you to make sure that you're watching the ad and if you look away and it's like I'm goingon to pause the ad until you look back have you seen that have you seen that patent there's a patent either by like Sony or Samsung that it has a camera that when you're watching
the TV you have to watch the ad and it's like it's like the ad will keep playing until the person stands up and goes yay or something like that it's like the most black mirr thing ever it's hilarious uh let's see they got Andrew Bosworth here with a quote uh in a memo that was
leaked to Bloomberg News he says the core Technologies we've already invested in and built across reality labs and AI are complimentary to developing the advancements needed for robotics he mentioned the company's advancements in hand tring Computing at low bandwidth and always on sensors met meta
Executives believe that while humanoid robotics companies have made Headway in Hardware meta's advances in artificial intelligence and data collected from augmented in virtual reality devices could accelerate progress in the N industry I think this is super accurate um uh Alex Wang over at scale AI was
talking about uh data walls and how different uh different segments of data are harder to pull from so obviously like llms we're able to just blast through and create like the world's best like Reddit user basically that just can answer anything because they were able
to scrape the whole internet and all the text was there I don't know about the world's best maybe the average it's the average it's the average uh and and so uh but that data just does not exist for folding laundry or running or anything like that because we haven't thrown
sensors on everyone and we haven't been tracking stuff and you can you can pull data from video and stuff but it's not the same as actually knowing exactly okay this this bone and this joint moved like this and that's how you grab a pen and this is how you twirl a pen in your fingers Etc uh so all of that uh that
there's just a lack of data so even though we could throw 100K GPU cluster training humanoid robotics algorithms we just don't have the data for it but if Zuck can and and meta can really get a lot of quest devices in the world and their hand tracking and their body tracking everything then all of a sudden
that becomes a really great data seter or you could just do reinforcement learning which is like would you like to earn two pennies for performing a task and people just be like okay and they'll just like do the test you're going to get paid so much to juggle to teach you
to juggle it's going to be like we need jugglers juggling is like the highest training data possible highest paid tra I love juggling you got to learn to juggle I do I do uh it's uh I I'll teach it the Rubik's Cube and you can teach it juggling and then it'll just be the ultimate clown robot yeah be great uh
and so uh they give some context here uh Elon Musk said that Tesla's Optimus will eventually be sold to Consumers and could cost around $30,000 Tesla is beginning limited production this year other businesses have also made Headway Boston Dynamics which was formerly owned by Google for instance has already
bought products brought products to market for Automation and warehouses some companies are focused on selling to businesses and manufacturers while meta's intention to sell into homes so the big the big thing with with humanoid robots that'll be interesting is so let's say I get one of these Tesla
Optimus robots and it's teleoperated primarily they don't actually have the ability to be autonomous yet and I have a um sort of housekeeper that comes three times a week but then on the off days presumably I could have her teleoperate from home and like gather up the laundry and like put it in the dryer
and like take it out right um but the issue is like if the depreciation on these humanoid robots is like what EV cars are right now which I would imagine humanoids if they're advancing really quickly will have potentially even worse depreciation than a car which has sort
of like enduring value of just getting you from point A to point B people will be having to run the calculus of like well I got this humanoid robot and yeah I had this sort of person you know operating at remotely to do stuff around the house like dishes or just like random picking up leaves in the backyard
you know stuff like that but then I depreciated $80,000 in a year I could have just had a full-time employee like just doing it so there's going to be this weird tradeoff where the technology is here but it's not quite impactful yet because it's like I don't want to lose a
Grand when I could have just had like a nice human you know around the house and and that's why the humanoids will probably go out in the military and Industrial contexts first and they already are I mean a lot of the a lot of the Boston Dynamics uh robots are like in nuclear facilities or something where
you just can't have someone patrolling all the time but you have someone walk around it makes a lot of sense but yeah and this also um I I post posted about this I think Friday night but um it came out on uh I think it leaked Friday let me pull up the post that figure AI one
of the one of the companies that meta is actually talking to about partnering with on this stuff because it sounds like they don't really want to do the hardware like they want to be the software kind of layer sure for these at least that's the way I'm reading into it so figure is Raising they raised at like
2 and a half billion uh last year they're raising now at 15x to last valuation at a three 39.5 billion dollar valuation yeah and so I immediately looked on public to try to comp uh figure to other you know Hardware consumer product companies and I thought the best example was Ford motors and
Ford is actually valued as of Friday less than what figure is getting valued at figure I think has delivered a robot to a customer but maybe it's like one it's unclear if it's like one or maybe a handful or if they're even doing real work um Ford on the other hand has 185 billion of trailing you know Revenue
over the last 12 months and they and they have like 11 billion in in iida uh and they're getting priced at less than uh at less than figure in the public markets so uh you can go out there I'm sure you can get into this round if you're really enterprising go and get into figures round uh I'm sure they have
room at the 3.39 half billion valuation uh or you could buy Ford which has $185 billion of annualized Revenue and uh so anyways choice is yours people are clearly alternate is like I wonder what Ford was was worth when they launched the Model T they're probably one of the most
valuable companies in the world right like if you can be the first the bet on figure I mean I know that they're not shipping and they're not and they don't have like billions of Revenue or anything but I guess the bull case is like you know like whoever wins in humanoid robotics will be really
valuable for a long time while everyone else plays catchup like it won't be immediately commoditized because it's a it's a hard manufacturing problem at the same time it's like yeah I also wonder how much of Tesla's market cap do you think is like humanoid based yeah well the other thing is unitree has been
delivering human you can go on unit.com and basically order I think with Apple pay like a humanoid robot right now and so China is trying to do the same thing that they did with drones and where they sort of release these things probably presumably at a loss to try to flood the
market and so it's going to be very competitive I'm glad that figur is competing in the space I'm glad that you know many others are are trying to you know play as well I just invested in a company that's using robotics for uh data centers which is you know sort of a more Niche but potentially massive
category of like labor basically that that robot it's all hyper flat surfaces so you can use like wheels and stuff reliably yeah yeah that's great well let's move on to Pirate wires we got a uh a deep dive in the white pill from Thomas PUO I don't know how to pronounce
his last name but he was actually at hereticon uh he's a big sea flooding guy I think we've talked about in the show before he says we should turn Guantanamo Bay into the next Hong Kong why the US should use its Perpetual lease on Guantanamo Bay to turn it into a special economic zone this is
interesting there's been a lot of talks about sezs uh Singapore obviously comes to mind yeah um and uh Hong Kong is another good example and so Thomas says should the US make Canada the 51st state take over the Panama Canal co-opt Greenland appropriate Gaza and expel over 2 million gsin to make it the
Riviera of the Middle East all these ideas have been floated recently but another one is much more feasible with land the US already has make Guantanamo into a global Capital today guant Guantanamo Bay Bears the scars of colonial ambition Cold War dread and Global torture a relic of a bygone era
but there's nothing stopping us from building a new Hong Kong Dubai or Singapore there just a couple hundred miles off the coast of Miami it could be an international capital of trade finance and tourism a bright City on the bay and in the process we could show the Cuban population what capitalism can
achieve this is gu this is Guantanamo Bay today it's a military base the Bay has a well protected deep water port and two Landing strips for planes and crucially it's in the middle of busy sea trade routes uh these cities were backwaters not so long ago Hong Kong was
a deep waterer Port surrounded by a communist country China by building up the port urbanizing the surrounding area making business easy and minimizing taxes Hong Kong showed China what capitalism could do by becoming a global Port trading Hub and financial center seeing this success Deng xao ping
China's Forward Thinking leader in the late 70s and 80s made the neighboring Shenzhen into a special economic zone which I've actually been to it's it's like insane it's so huge there's just like 50 50 story apartment buildings when did you go there by the way uh uh 2018 no it was it was like a like a
layover on a on like a like a vacation basically uh it was just like ah I want to go like explore like one random Chinese City for a day I was tell I had a I had a I was going to Bali for a surf trip once and I had a 20h hour layover in in Shanghai yeah in like one of those
like basically fored airport hotels where you weren't allowed to leave your room it was a very weird very weird situation we were allowed to leave uh we tried to go to Hong Kong on the train get in a car tell them to go to the guango east railway station which would take us on a train to Hong Kong they
take us to the wrong railway station like the guango East one instead of the Guang Joo railway station or something we're trying to figure out like why isn't the train coming to this place like we're really confused everyone was staring at us because we're like deep in like a random part of Guang Joo my
roommate when I studied in in China was taller than you yeah you mention this everywhere we went yeah people would be taking pictures of us obviously they they if you're even even today in huge amounts of China you might be if you go out of Shanghai you might be the first white person ever seen so it's a 6'8
white guy and a blonde blueeyed blonde girl like my wife and and we're just walking around like lost there's people in full-on like hijabs that are like look at these weirdos I'm like okay I'm in a different place uh and and so we like it was it was rough like our phones
were dying we were running out of money couldn't figure out how to do it finally we get on some train just go back to the hotel get a hotel and just sleep for a little bit but uh it was a fun experience it was it was a good experience just being like oh wow we're like truly lost in a foreign country
where we don't speak the language and like cannot understand anything uh but it was a good time uh and it's a good memory um and so Singapore has a similar story of this uh Singapore was expelled from Malaysia it was not a Global Hub but it was in the middle of one of the busiest trade routes in the world and it
capitalized on its location by building a port reducing taxes and then expanding Services uh Dubai is an even more recent example of the same recipe can we do the same with Guantanamo three factors can help make this happen first many of the most successful City cities start as
military outposts which provide security infrastructure and demand for services to Kickstart the local economy um the US is basically the guantan Bay's anchor tenant right now uh second Guantanamo Bay could also become a trading Hub thanks to its deep waterer port in the middle of shipping lanes and the Jones
act requires ships carrying passengers or goods between us ports to be made in the US flagged by the US and crewed by US citizens this is useful to ensure the US has a Navy in times of War as it would keep its ship building facilities and so third Guantanamo City would have
a deep pool of workers Cubans this is an amazing deal on every side Guantanamo would benefit from the millions of Highly Educated potential workers it's better for Cubans than sailing to Florida competitively Cuba would experience a brain drain capitalism's benefits would be evident as
infrastructure could be seen from Cuban soil and Cuba could follow suit by developing it own half of the bay making Guantanamo into a special economic zone would be similar to what happened in Dubai Hong Kong Shenzhen and Singapore uh so very very fun uh us has a potenti du it's cool in Dubai it's cool some of
these special economic zones are B basically one Tower yeah so you can just get in the middle of uh in the middle of the UAE you can get a you can basically get an office that's not technically that's equivalent to being international waters yeah and it's just like you just walk into the building
yeah so he closes by saying America can boldly reinterpret what's possible imagine transforming Guantanamo Bay from a relic of the past into a dazzling epicenter of global trade and Innovation a Hong Kong or Singapore for the Caribbean a shining example of what audacious Vision can achieve a Beacon of
Hope capitalism and democracy for the hungry Cuban masses if America wants to think big this could be its first step I love that I think that's a really fun article uh so go subscribe to Pirate wires we're big fans the island is going to need some major funu uh treatments to get it sort of conducive
to um you know positivity and building and and uh currently it's it's uh I want to know how Guantanamo Bay uh actually benchmarks against Dubai and Singapore and Hong Kong in terms of just uh land footprint yeah because I I mean Singapore is small like you can walk
from like one part of downtown to the other you can drive the whole island in like a day but I'm when I think Guantanamo Bay I think literally just like one prison and and like a landing strip but maybe there's more maybe the lease is actually pretty big we got to dig into it um but I hope this uh turns
into you know Meme and we're seeing it on the timeline constantly because seem a cool idea it's funny it's the same idea it's the same idea as Greenland or the moon but so much more achievable of course it's not even not even as exciting necessarily but uh cool cool
idea well let's move on to some timeline and then we'll get out of here it is 12:0 the we also have the Malay uh that's here okay it's in the timeline yeah cool uh so uh this was a weird post by spinach bra he says uh someone spent $1.3 Million worth of ethereum to tell the world that there is a Chinese grade
neuralink and it's already been Mass implanted into their military and Workforce to control them like bugs terrifying and freaked you a little freaked out when this H the time do you do you believe it it seems like a conspiracy theory to me it also seems like it might just be a scop where hey
you spend the money and then you freak everyone out but what do you think it's a weird thing to do with $1 million it's a lot of money for a pure it's a lot of money for a pure joke I do wonder if it was I don't know if you can see it there but was it a fixed number of ethereum
like somebody was like I'm going to spend you know 3,000 ethereum it's 500 eth exactly oh 500 yeah so that's that's what I was saying so so they they spent they they were pricing it basically in ethereum it's possible that this is a whale that just has so much e that this is a rounding error to them right where
if they have you know uh 5,000 you know 10,000 it's maybe worth worth it right y um so yeah they they clearly were trying to make a message uh it's O overall it's it's you could totally take the lens of of this could be the Chinese military deciding we're going to spend a million
dollars to Market that we have this potential and do it in a way that's sort of dramatic viral yeah that's what I'm saying that's what I'm saying so so it it even though it's on the chain and somebody did spend the money it still could be aop either way it it's somewhat you know if you look back at the history
of of the military you know military's globally in mind control this is something that every military has basically been obsessed with yeah and every you know Advanced military has had you know leaks basically or things that are now public information where they were attempting to do this from you know
from various means right it wasn't always yeah it wasn't always was the organic version yeah it wasn't always implants um but uh but yeah I'm sure this technology exists like if elon's you know testing on monkeys and I mean that's not that's not input that's output like neuralink
is reading your brain waves and then controlling a mouse on an X and Y AIS and clicking uh I mean that is crazy and and it clearly works so the the question is like can I'm just saying there's other there's other precedent of military's having a capabil like a sort of a highrisk imperfect but functional cap
ability that then is attempting to be commercialized tot in on a sort of parallel path yep so who knows know they say I'll believe it when they when they when they can get somebody to podcast more than us yeah so the the message says the bosses of this investment firm in China used brain machine weapons to
persecute all the company employees and former employees and they themselves are also controlled terrifying so brain computer chips have been militarized and deployed at large scale and all military powers are using these base stations radios and nanor brain computer chips to control all
citizens uh seems like skitso post I'm not really buying it but we'll see yeah anyway let's move on to uh a guy who would be perfect to comment on this Palmer lucky uh gave an incredible interview uh uh with Shawn Ryan four hours I listen to almost all of it um tons of great hot takes in there autism
Capital says the Palmer Licky interview was 10 out of 10 every single moment was engaging and interesting Shawn Ryan did a great job of letting Palmer speak unrestrained and Palmer took it and ran lots of new materials would recommend if you need a podcast four hours did you
listen to it I haven't yet I have it saved I'm excited to get into it any anytime we we've talked about this the the podcasts that you really want to listen to besides this one are the ones where there's new material being sort of broken by the the the person that's that's basically you know generating
those ideas and working through them so when when teal goes and does a podcast it's pretty intentional he usually has like a handful of ideas that he's been working through that he wants to sort of share more broadly and he's sort of using that as feedback to then go back and train the ideas and maybe some days
write a book maybe some days you know scrap them um but uh yeah it was clearly well timed with the whole um ivas launch and you know because that is such it the I like andal winning ivas seem ly was underhyped in some ways like people don't realize like the magnitude of that
project and how much history there is we talked about it last week but um but yeah uh good good move yeah yeah bunch of bunch of great and Sean Ryan was interesting when there was um uh the the the the guy who blew up the Cyber Truck Yeah Yeah Shawn Ryan and Shawn Ryan's
team were like in communication with like there was this whole like crazy drama around that where were like he was Bas they were not sure what they should share and then I haven't really heard of anything about it since but it was a crazy crazy incident of of a podcaster kind of like getting the scoop on the
sort of major national news story that again we don't you know the guy uh apparently blew himself up in the truck uh so we don't have his side of the story anymore but he had been in communication with with inter uh there were lots of like questions about like was this real or was it some sort of
like scop bizarre bizarre stuff yeah I I I think this was the first Shawn Ryan episode that i' listened to from start to finish I'd seen Clips obviously but really good stuff uh I didn't realize it had four million followers on YouTube and it was really big uh so yeah definitely gonna be looking for more
good Sean Ryan episodes there's some good stuff uh why don't you take us through Javier Malay and the meme coin Libra yeah so I think this happened this must have happened after we recorded on um it happened over the weekend yeah it basically happened Friday ish afternoon so we had recorded the morning show and
then it started uh coming uh coming out but basically the team it's now apparent that the team behind Melania token so you know Trump comes out with his token does very well sort of goes you know a lot of people got ridiculous return in 24 hours and Melania doesn't even wait
you know 48 hours before coming out with her coin it's sort of like took a lot of the wind out of the trumpcoin sales and a lot of people were speculating at the time was this two team why would the teams have la like if it was the same team they wouldn't have launched the new
token and cut the Trump market cap by like 50% or whatever what happened um but anyway so uh Friday this this uh uh Javier Malay the president of Argentina posts from his main social media feed in support of this token called Libra which intuitively makes sense he's very Pro Freedom Pro capitalism launching you
know crypto is Pro individual freedoms Pro capitalism you can't argue with that so it's it's a natural narrative for him to come out and launch a uh token to some degree right even though he's trying to you know figure out his own currency at home uh which hasn't has has had a number of
of issues over the years um but apparently there had been rumors you know for the last few weeks that a CO a coin a Malay coin would be coming out and and people looked at this and saying this could be the next Trump coin theg in cpto after theid of the United States launches a cryptocurrency a lot
of people called the top I remember John Foo like messaged us and was like this is obviously the top where do you go from here the the only thing you could maybe do is an actual like us Co USA coin that's like backed by the federal government and who know you know uh
hopefully we don't get there because we have uh the greatest cryptocurrency ever usdc yeah um it's fantastic coin um it's stable clearly uh but um anyway so there had been rumors for a while uh the guy writing this article uh DC diones casares apparently had a bunch of Connections in Argentina people were
saying oh this isn't actually sanctioned by the government this is just something that he maybe he's in favor of and so this token launches and uh Malay uh people are initially speculating you know this article summarizes it pretty well but they're speculating oh is this real is this fake
did he get hacked because anytime like a big public figure comes out and launches something people are just is this real like is it actually them endorsing it like Kleiner launch Kleiner had a token launch clearly wasn't them that was easy but Malay was a little harder it was like Hey this this this guy like he
could do this um and so what happens is Malay like quickly just you know a lot of I think it went to went to billions of dollars very quickly in sort of market cap and so if a coin does that the people that get in early are going to be able to and the people that created it are going to
be able to sell in this case hundreds of millions of dollars of the token and so it turns out that people people that weren't the Creator found it early bought a lot of it and then um that's when when you know stuff started to get chaotic because once once the tokens just out trading publicly and did they
launch it on pump. fun I don't know I don't think so that that would be is a salana token token it wouldn't make sense necessarily to do it you know they they wanted a bit more control over it and it seemed like it was like basically like a a group that was is doing this okay um and so
Malay posts about it then quickly deletes his post so then people start speculating you know oh was this a scam and so at this point I think the token starts to just drop dramatically uh not not the best looking chart it's like basically straight up and straight down and so the crazy thing is that um
Dave pornoy had somehow got involved with this project and so he he had known the Melania the GU the people that launched the Melania token Dave ptoy was like had invested a lot of his own money in this he has like two tokens now one is like the Porto coin and the other one
is like P going to jail jail stool jail stool uh we don't support any of these um uh but uh anyway so so anyways all this drama starts unfolding Malay starts you know over the weekend is facing action in Argentina from people that are trying to get him impeached over this because and then it comes out that that
maybe somebody near Malay had received a bribe to just get it in front of Malay and and post about it okay so who knows there's so much money on the line and then as of this morning um as of this morning uh the there an interview came out with the guy behind all of this coffeezilla right wow um where he's
basically and and he's also getting interviewed by Port you know the guy is getting interviewed by port and so this this kid uh seems like a kid he's you know somewhere his 20s early 30s he's sitting there he made you know the coin just went up and down it's still sitting
in the hundreds of millions of dollars in market cap but he's sitting on basically a hundred million dollars that he you know basically presumably made by just like you know selling into this and and then the drama even went deeper because it turns out he Dave foro lost so much money that the guy like paid
Dave fory back and then Dave Forno posted about it so anyways the drama is still unfolding but if this is the first presidential meme coin where the president actually in the US apparently can launch a token and if you're down 60% you know everybody's like oh it's fine still up you know broadly in
Argentina you start to face uh impeachment and now it's just like this hilarious internet um you know just sort of um scramble where you have the president of Argentina this kid who's launching the Melania token with Dave poroy and then he's going out and going on these
like hours long public interviews about the incident which is very brave to do um at a time with this much controversy so we'll see what happens this kind of feels like it feels like um like it's starting to feel like the sort of late in the cycle uh where where some of these things just start to kind of
unwind in the way that you remember in in 20 2023 stuff just kind of started clearly was yeah there like lower and lower tier nft projects launching like every day and it was like you just got fatigue you know and it's like oh okay this is like we've done the monkeys and
the dogs and the cats and now we're on to hippos and it's like okay yeah and so so Dave pornoy was um was basically pressing uh pressing the guy and saying uh like whose money is this the100 million and it's and it's basically people that were buying the token of course because they wanted it to be this
great investment I guess um and so he hasn't but but Nick Carter I'll round it off here Nick Carter um uh great poster says I believe the belly aching around the Malay libracoin is simply that it was launched by outgroup and enriched no one in in group or ordinarily you'd get
CT Elites writing overdone threads about how it is ETC as we saw with all the other completely meritless memecoins and related launches crypto people aren't upset that they got rugged simply that they weren't doing the rugging the coin wasn't any more or less meritless or odious than any other meme coin launch
if this is the C Catalyst for finally abandoning meme coins it's for the better and we should all write him a thank you letter ingroup outgroup distinction rules everything around me so uh because crypto is so PVP yep when when uh you know people just very quickly pick a side and the sides are
usually the people that made a lot of money are going to say that this is great people that didn't make money or just missed it a lot of people that were talking poorly about in the crypto World talking poorly about trumpcoin just like we're at the crypto ball when it happened and they just couldn't couldn't
sort of benefit from it so um we'll see what happens um it does feel lesson generally is you want to be in group and you want to be making money right that's a good lesson for Life yeah um but yeah it'ses know the the comp the comp for you know nfts uh were dominant last cycle and
then people realize that one you know they're they're not very liquid they uh they're prone to the same fluctuations in price that you see you know um uh meme coins today and uh the issue with the platforms is that people realize you could just not pay the 2 and a half% fee true which the business models of openc
and and some of these other n and then also people I think realized that they weren't there was no digital scarcity the whole pitch for it was like oh there's only 10,000 apes or there's only 10,000 uh crypto punks but then if there was a new 10,000 collection dropping every single day the total number of
nfts was actually growing like exponentially yeah and so unlike with Bitcoin when you're launching like a new meme coin every single day and there's new Supply and there's just endless like you're actually seeing massive inflation in the quantity of of tokens out there coin coin
came out recently and they said we need to reestablish our listing policy because there's 20,000 new or many every single day right they can't just say hey if it's over a 100 million cap we'll do it because that's just going to lead to massive inflation in the so anyways story is unfolding uh this is a good
lesson for other presidents if they were sitting on the sidelines wanting to get in the game you know maybe uh the top maybe just focus on your own currency you know focus on the PES out if Malay is like ah I should have just focused on the peso you know well I mean it didn't
buou buy Bitcoin and posts about that I love how and buou posts mobile screenshots of basically like his presumably his like brokerage where he's just trading with the the Val the the treasury yeah and uh yeah I think that's worked out for him a lot better than this well for Malay this does seem like
a a mistake and knows but hopefully he can move past it and you know uh improve the lives of his uh constituents and people uh let's go to Dan Gray Dan Gray says knowledge workers that rely on generative AI are shown to exhibit weakened critical thinking this is interesting uh this is
the outcome of work becoming prescriptive inputs and outputs with little problem solving um the same thing happens to venture capital in hot markets the drive to increase Capital velocity means investors resort to crude heuristics when evaluating opportunities is it on an a16z Market map is it on why
combinators request for startups has DP has tvpn done a deep dive I love that we're like is he calling us like a top signal here or like what is this exactly I don't know I think I think Dan it's just funny that we're we're in the crew with like the two heavyweights you know uh so
appreciate the shout out and but I do understand that like yeah a lot of it's like we're talking about the news after it's broken uh well like so it makes sense that um you know if we're doing a deep dive on it it might be a little bit too late um this focus on second order
right on time we try to do our deep Dives the 24 hours that they're relevant so uh but yeah I mean obviously if we're doing a deep dive on like you know Stargate the data center in Texas or something like maybe it's not the right time to be like I'm going to get into the data center Market yeah no the
people making money in data centers today were working on data centers five years ago yeah 10 years agoo was mining Bitcoin and now they're building data centers fori but they had the infrastructure set up to Pivot and they never could have done that if on the First Act uh so it atrophies for the
critical thinking and creativity muscles that allow VCS to identify potential outliers typically investors that fall into this pattern of behavior are the first to go when the market crashes but that cycle was interrupted in 2022 interesting yeah so I've notice this a lot of people the average person that
loves AI that says AI that says AI uh do you have an issue just microphone up here yeah John I'm on the mic okay all right we're back on the mics um the average person that's sitting there saying I love AI oh yeah is actually prompting it in a crude way sure and then taking the output and not changing
it at all I've seen people I I call people out on this all the time if I if I receive something that I think was just a direct output of an llm without cool use the llm to create a general structure but then you need to spend almost the same time you same time you would have just polishing it refining it
and so uh use it but don't let it do the actual thinking for you it's better to just generate sort of busy work right like we do this with deep Dives use deep research to figure out what's the general structure of this person's life what have they done what pull all the
facts together P spend the time to actually understand it and figure out what's interesting and figure out what to focus on and so yeah it's going to be you know like Founders that are using llm outputs to create materials for their business to sell yeah terrible does a terrible job right now of like
creating like super super convincing tight copy that actually will convert right yeah um that's great uh yeah that's good post or good take uh let's move on to bezel another promoted post a Speedmaster walked on the moon before we had wi-fi keep that in mind the next time you complain about your iPhone
loading too slow they're back they're good posters it's amazing uh little bit of a mistake including the link just give me the image people know download the bezel app we don't need to know about the link but I quoted this because I said I think the Speedmaster is a fantastic purchase
because the moon is going to be a state yeah and once it's a state you're going to be wanting to wear speed master speed master to represent that hey I'm a line with the moon and and I think if you're shopping for somebody who's a pirate wires fan maybe you're trying to pick up
something nice for salana this is on the gift guide for sure do they have a moon phase uh speed master I don't know no I mean I I I think they're two separate complications the idea with this they do you got to get this really mooned Master Okay uh but yeah I mean the whole the whole story behind this for those who
don't know is that the astronauts uh on the Apollo missions wore Omega watches specifically the Speedmaster which is now known as the moon watch and uh and critically it has a uh a a chronometer on it so it has a basically a stopwatch on it and I believe that there's even a
story where some of the internal systems failed and they were and they really did rely on their analog watches in space to time out different Thruster Burns and all sorts of stuff yes I'm on bezel right now and they have a number of different speed master moon phase so if you're a future Moon resident download
bezel you got to get this and get one of these they' got some they've got some really cool the trigger on this uh uh you got a you got a new watch I got a new watch on the way but I think this might be the next one I need I need a chronometer I need something with a little bit more
complication uh I I'm building out the I have the steel sports watch I'm getting a dress watch I have a couple others this coming that's beautiful very cool yeah I mean lots of ways to express yourself and let people know I'm actually a bezel Dau me too without without and I saw this I was like this
partnership is going to be bad because they're going to get me to buy so many watches yeah yeah I'm going to every every dollar they spend with TB we spend $10 back 100% it's actually 100% which is which actually makes the economics work because they get a cut you know they don't get the whole Revenue uh but
yeah they're definitely going to make money off this deal yeah for sure uh but yeah we love bezel and uh yeah I think an Omega speed master you know uh people often comp Omega to Rolex uh I think Omega is really cool in the sense that you know Rolex is you know it's it's the
in many ways and it's also a little overplayed sometimes it's artificial restriction you know Mark Andre picks the Omega when he goes on uh on Rogan he's a big Omega guy there's a lot of things to love about Omega and the history and the uh and the heritage in this piece is just uh it's just
beautiful anyway well said uh let's move on to Let's skip forward oh we got to give we we got to do this one uh this was uh absolutely burning up the timeline this weekend one of the biggest stories from the weekend I think everyone in Tech was obsessed with this uh Sam sulc won his first bodybuilding show the the content
creator to ifbb you know Champion pipeline is is emerging Joshua rer says he's looking diced waist surprisingly tight I thought he would look a little Fuller but might just need to dial in refeed which is a term I hadn't heard before but congratulations to Sam sulak uh he's been for long we got to get Mr
rer to call into the show and kind of break down really the mechanics of what's going on I watched the I watched the Vlog of uh Sam sulak on stage it was ridiculous this guy I mean multiple spray tans he's met for those for those that don't know so Sam puts out basically an hour video
every single day so he he's taking you through his training he's taking you through his making food he's taking you through you know going to the grocery store it's really he's it's it's great just sort of like background noise if you're into bodybuilding he's deved huge fan based
because of that he's just very I think that he's he's developed such a a great young fan base that's so invested in what he does that it will get to the point where competitions will actually be incentivized to make sure that he wins to some degree I was wondering about that I was wondering if he's going to
wind up Going the Distance yeah well it's more so he he will he could very well be bigger than the competitions right because totally in many ways Arnold was just much bigger than bodybuilding right totally he people more people know Arnold than people even know that that there's actual like
bodybuilding contest they just know the visuals of him you know doing the um the various you know poses or whatever um so I think I think it'll be interesting Dynamic where the the incentive will almost be for the competitions to be like you know we actually want him to
win because it's gonna be so much bigger for us I hope they reboot Terminator and put Sam sulak in it would be amazing yeah yeah I would love that and probably sell a ton of tickets too yeah and Sam is Sam is someone that you know if you look on the the if you look on comments
that videos that about him that he didn't post the comments will be like I can't believe he's you know cutting his life short by using all this gear if if you asked him about it I'm sure you would say it's 100% worth it to me I'm willing to shorten my life in the pursuit of being diced on the global stage photo
insane insane and it's crazy when you see the before because the before he looked huge but he was just not lean at all so he didn't look like a bodybuilder to me at all he just looked like a big strong guy basically but all that work paid off and man beast that's like it's like the joint of a of like a looks like
a b yeah it's insane insane alloted post for bezel for public So speaking of size uh public has an allnew treasury account earn a guaranteed yield backed by the US government with a customizable ladder of us treasuries pick a strategy or build your own plus pay zero state or local
taxes on your earnings um public is just very well positioned you know we've talked about this on the show before but Robin Hood went all in on this sort of Casino model for trading right becoming you know this like huge emphasis on introducing you know options to people
that had never done it before public took the high road in terms of building out the ability to invest in any of these different assets but taking a very methodical approach and focusing on long-term investing and so this is uh just the next evolution of that they just are clearly focused on being that
all-in-one platform to earn on your money right and when when the Market's going down there's people rotate into treasury ladders and now they they actually rolled this out when like in the original version of their treasury product when rates spiked and people were saying well I could be
in these high-risk you know stocks and what would it look like if I you know transitioned into um you know just like focused on stabilized yield and so the their treasury product is always been a good solution for that and it is now uh I you know we now use it just on the show just literally as like way to
resarch data um but uh bunch of cool stuff coming out there uh I was going to try to record an episode from their office last week in New York but I just got so set up in the Bowery that uh that we end just recording from there but um we'll flip that over shout out to public
um give a shout out to a size Lord that we all know and love on this show je go Jeff looking great always dressed well always got a great watch on the wrist and I love this just hard post no caption just just um treating it like Instagram yeah so Jeff just posts exactly how everybody he he posts in
such an authentic way he he's uh I love I love the expression on his face too oh yeah um but exemplifying technology Brotherhood and just being yourself we'd love to see it he was in a he was in a mink coat saw well custom bespoke mink uh coat and uh you know he's hit in the
full range right um so we're glad to see him not wearing running shorts and focusing on bespoke tailoring I couldn't have said it better myself uh well let's move on to our good buddy Bo nickel uh some random person was I guess on TV and said where is Bo nickel okay so this guy this guy had a I
don't know who this loser is this guy on Saturday had a fight he wins his fight they give him the mic yeah and he calls out uh bow which is just funny because you don't call out Bo after your first big win and so Bo responds back I'd love to get an easy check but the fans say I
can't fight cans anymore and so he's referencing a couple of Bose's like first fight so so B went on Dana White's Contender series absolutely dominated then he gets into the UFC and he's just steamrolling every guy that he fights and he had one fight I forget I think it was forget what card it was on it was at
some point last year or or late 2023 but there was he was slated to fight this guy the guy had to pull out at the last second so they just put this like oh no it was a really rough fight to watch cuz it was like the local guy who just stepped up to fight Bo in this pretty high-profile fight and Bo just had him
basically I think Bo like knocked him out twice on like while the guy was standing like it was one of those things like Bo hit him knocked him out hit him again woke him up and then like knocked him again um but anyway shout out to Bo he's B's a technology brother uh listens
to the show and he's got a fight coming up in um uh pretty soon which uh we're excited quick billboard the fight yeah just walk out there UFC pretty tough they used to let Fighters have their own sponsors in the cage and they rip that out to a lot of backlash which makes sense for the
UFC you know they want to be able to sell every surface but um but yeah B uh B's a legend can't wait for his next fight and uh actually caught up with him last week what's the emology of cans is that just like you get kicked around like a can I don't actually know but a can is just somebody that's thrown yeah
thrown in there to get beat up yeah just like aluminum can you just kick them right out of the ring basically is that what he's saying that's amazing um leg well good luck to you B we love you here uh hilarious hilarious let's move on to uh Wander we already mentioned them but
I wanted to flag this wander you're a few Taps away from staying here beautiful beautiful view highly recommend going and checking that out and we got some product news from Wander they have a new signin Modo let's go let's go you know we love UI we love figma we love design and with wander now you can sign in with
apple Google Facebook email they got it all it's beautiful I do I do genuinely like how it blurs out the background it looks very uh very uh premium yeah feels like using an Apple product and clearly Michael I think he's their head of the head of design uh genuinely crushed it
on this and and I think it looks great so we got a lot of push back we we we talked about a UI update that figma had done recently and we talked about how designers have been protesting in this Street try to get that implemented uh somebody pushed back and said I live in Brooklyn nobody was protesting but maybe
they just weren't at the right place at the right time yeah I think they might have anyways celebrate every time you improve your products for your customers every single moment matters yeah and share share all the product updates on X they might go viral this guy's post got
200 likes 7,000 views why not why not post it boom great we got a mount we got to mount this Ben can you show it again by the way I mean this thing is like massive it's the actual sign they put on their wander properties so we got to figure out how to mount this thing but thank you to Kyle for for securing that
for us do you want to take us through uh Justin May's French paradox yeah I'd love to I I don't know that much about it okay so Justin May's dear friend of ours former brother of the week uh he is coining here kougan law I love it co the French paradox and Justin says why do
the French eat cheese butter and drink wine but still have lower rates of heart disease than Americans after some digging I found out what was going on the French paradox explains he hits it with a thread Emoji that's almost vintage that's sort of you know 20 2020 era million views Banger post 3.5k likes
Americans spend $10,000 per year annually on Healthcare more than any other Nation on Earth meanwhile the French spend far less while consuming dangerous amounts of saturated fat so the common uh you know practice from the American uh Heart Association is that ated fats are dangerous so things like
cheese butter things like that you want to avoid and um we get cut off a little bit here our entire theory of cardiovascular health falls apart when we examine the data the French consume 10 to 16% of calories from saturated fat that this is well above American guidelines of under 10% so you know the
American Health Association and other groups they you know specifically say just keep your saturated fats under your 10 10% of the total calories you consume so their diet is rich in butter cheese and organ Meats yet their heart disease mortality is one of the lowest I'm
assuming we got cut off here this demands an explanation um and he highlights this in representative cross-sectional surveys of the French population performed in 1986 and 1995 the saturated fat intake was 15% of the total energy intake in the first survey and 16% in the latter survey the French
show consistently lower markers in all five major C cardiovascular risk factors systemic inflation levels oxidative stress markers platelet aggregation factors blood pressure variability insulin response patterns so Justin says how is this possible well when Americans say cheese and when the French say
cheese we're talking about different substances American cheese under undergos 18 plus processing steps including emulsifiers preservatives and artificial colors French cheese it's milk cultures salt and Thyme that's it um so uh same pattern same pattern emerges for meat when most American beef is fed with
corn and soy treated with hormones processed with ammonia and preserved with nitrates but most French beef is grass-fed ages naturally and butchered locally even something as basic as yogurt tells the story French yogurt milk and bacterial cultures fermented slowly American yogurt modified
cornstarch artificial sweeteners cared Carin Kagan and 17 grams of added sugar then we wonder why our medical metabolic resp are so additionally American meal patterns create a perfect storm of metabolic function we eat quickly often alone and while stress the average American lunch break is 30th minutes
minutes this reminds me uh when we just absolutely crushed some Aron burritos before this we just like absolutely house them right two hours maybe after the show we'll have a 2our lunch Yeah couple glasses the French spent over two hours on lunch are you getting the picture yet at the molecular level
French eating patterns enhance HDL cholesterol cholesterol and reduce oxidize LDL but Americans taking Reser res Resveratrol Resveratrol supplements miss the point entirely it's not about isolating compounds it's about it's about the entire eating context the American obsession with healthy eating
has paradoxically made us less healthy studies show we experience more stress around meals leading to elevated cortisol and impaired nutrient absorption the French enjoy their food and show better metabolic markers keep American food companies have tried capitalizing on this by creating French
style products but they've missed the fundamental point you can't package the French paradox into a pill or processed food the benefits come from the entire eating pattern um and it says the most profound Insight American guilt around food creates physiological stress that
impairs metabolism the French derive pleasure from eating which enhances vagal tone and improves nutrient partitioning enjoyment isn't just psychological it's a biological necessity the French paradox isn't really a paradox but the failure of American reductionist approach to
nutrition we can't medicate our way out of Lifestyle induced disease the solution requires rethinking our entire relationship with food um so interesting uh very cool Justin uh actually has a company called true Med and he you know he made his money in bone broth him and his brother and now he has a company
called trumed that um that allows people to spend their HSA funds on uh you know healthy healthy products that can improve their you know health so um glad to see him you know hitting some viral PO on the timeline uh that are you know providing uh informative but powerful content yeah 2hour launch
just the the basics just Lindy steak and cheese and butter and coffee and milk and red wine what more do you need uh well let's move on to a launch from y combinator pave robotics is building Tracer the first fully autonomous road worker Tracer autonomously detects cleans and seals asphalt cracks cheaper
and faster and more efficiently than a human and if you look at it it's this cute little box robot that drives around painting asphalt down and I and I quoted this and said uh I call this type of innovation uh Nat fredman Punk or freed Punk great Co is this cute little like simple robot that just does one thing
it's very understandable it's not trying to replace your job it's just trying to you know just make the world a little bit better I said even if the Terminator apocalypse Comes This guy's going to be fighting along alongside you for some reason let's put a gun on it let's put a
gun on it yeah come on guys uh let's see if we can throw a gun on this too um but I thought it was very funny very cool uh congrats to the team for launching I also like that Jason Carman chimes in with very cool with like no period and it feels like almost onymous it's like
ominous it's like very cool like you know expect a call from me I'm making a documentary about this you will be hearing from me I will be pointing a camera in your face in in uh in a couple weeks so get ready very cool uh I love that um signal says I got deep research to produce detailed reports on all of my
enemies proper utilization Banger uh and then uh somebody says how is the how deep is the research if it's based on the very shallow public internet information then signals like it's a joke yeah I didn't actually do this uh but that's really really hilarious uh and yeah you should definitely uh use
deep research obviously you got to give it some extra data but uh you know very fun very fun very fun uh I mean honestly like you know your enemies if you're a startup you should definitely go and have it produce detailed reports on uh your rival companies the companies that
you're trying to disrupt you should understand the industry took me far too long to start reading all the all the full history of the big tobacco companies and really understand how they were built up it was fascinating when I started learning all that stuff uh but I didn't do it in 2016 when I started Lucy
uh it took a while but uh it's really really cool um let's go to shil monut he says okay which one of you did this sock 2 compliance license plate on a BMW I don't know what car that is it looks like an M M series but but a dropped uh is that yeah it's newer either way it looks fantastic and
it and it sends the right signal yeah that uh you are ready to sell sock 2 compliance software to anybody so if you're at a standstill on the 101 get out of your car in this car and just walk around and try to sign up some people for your sock 2 compliance product yeah uh that's a good that's a
good uh we should actually we should actually get technology brother uh license plate holders with adquick and just make them free on the website you can buy this if you strap it to your car and just drive around constantly and run ads for for us and uh add quick okay let's close out with two promoted posts
uh one is from uh representative Tim burette he says I'll be introducing the cartel Mark and reprisal authorization Act of 2025 which would authorize Trump to commission privately armed and equipped individuals or groups to seize persons or property of any Cartel Cartel member or cartel linked
organization and so yeah how how are you going to make money off of this I mean it's obvious start organizing you I I talked about last year I saidel no big opportunity to make vertical sass for for local militias you know like it'd be great if you could or organize with your neighbors have some
sort of inventory management you know meeting planning stuff like that uh messaging Integrations satellite coms you know set up um but know this is cool you know we want to see more citizen uh you know Batman sty style groups that just gang up and go take on citizens arrest yeah citizens arrests are
underrated potentially potentially underrated I have no idea how this will play out but let's I remember when I I remember when I was a kid hearing about citizens arrest because it's just the idea as a kid that that you could do the job of a cop is just like so hilarious oh making citizens rest yeah I actually
have no idea how citizens rest works if or if it's at all real I get uh research report no you basically arrest somebody and just yell I'm making a citizen's arrest it's just like up to them you don't have any jurisdiction but like if they fall for it they're under then they
have to wait until the C comes I like that and our last promoted post from Aman resorts in presented by adquick the number one way to buy out of home ad inventory for your startup yeah Aman should run some ads on adquick they should run an adquick billboard every half mile all the way out to amangiri be
just buy a every single spot yeah as a reminder for people that are going on mongi hey you got five miles left to go they should six miles you know you know am people know that you're going there they should buy the Billboards as you're leaving saying thanks for stopping by
yeah you know and that's it just all the people that aren't going to the Aman get reminded I'm just doing a cross country road trip I'm going camping you know so Aman says uh in the Stillness of the pool in the dance of light on the surface we can find a new sense of peace and perspective in the elevated Spa
surroundings of Aman Tokyo looking out over the cityscape the world Retreats and all is quiet so if you're looking for a getaway head on over to Aman Tokyo and tell them the technology Brothers sent you last note we got a question in the chat from Daniel are you releasing
any merch soon we the merch has been fully designed for a while yeah but there's so much of it so many individual products it's actually a we should there's actually taken a while we didn't you didn't want to just come out with a you know a hat you want to just do a pull up it's all bizarre stuff too it's
not normal but it's very good I'm very excited for it but it will be well worth the wait yep and we can't wait to release it yeah we did have some so some the working capital of this business is going to be through the roof we're going to have seven figures sitting on the
inventory line item on on the balance sheet it's going to be rough for a while but you know we're not going to be charging we're in the're in the this is teu Merch this is high quality stuff we did get merch for pmf or die if if you if you go on the stream uh you can see they're they're actually wearing orange
orange um you know drum so if you're looking for something to watch head on over to pmf or die they are still live streaming they will be live streaming for 90 days straight there's now 20,000 people watching so uh enjoy that and uh yeah go check it out uh leave us five stars on Apple podcast Spotify and
thanks for watching we'll see you tomorrow have a day happy President's Day if you're a president and you're listening as I imagine you are happy President's Day happy President's Day Obama underrated all of them are they all are they all are I love all of the presidents there you go every single one