welcome to technology Brothers the number one live show in Tech Jordy lock in because we are live from the Temple of Technology The Fortress of Finance the capital of capital that's right today is Tuesday February 18th 2025 and this show starts now we got a great show
for you guys we got a grock 3 Deep dive we're breaking it down I got Early Access I ran the same deep research prompt through open AI deep research and through Gro we're going to break down each analysis and the prompt I used is about Ai and how these how these uh llms
are progressing and some benchmarking stuff so it'll be a good educational experience for you and you'll also get to make your own call on which one you think is better uh but you got to play with these to understand them we got a ton of other stuff there's a deep dive
in the Wall Street Journal about how Elon Musk and Sam Alman kind of their relationship soured we'll be putting that in the truth Zone if there's any untruths in there and uh it's also a massive launch day because our boy Alexander karp his book is officially live let's go the doctor the
technological Republic hard power soft power and the future of the West it's available now if you pre-ordered it it should be on your doorstep soon it's available on Audible and we highly recommend it we're big fans of karp over here at TBN and so let's kick it off with grock
3 I got access I think on Sunday uh I had it do um the first prompt which was tell me a joke make sure it's actually funny original and insightful may my favorite comedians are Shane Gillis nor McDonald Etc structure the joke like an actual standup set not like a knock
knock joke or a basic question answer type joke and so here's what grock said you couldn't have been more clear couldn't have been more clear and let's see if AI is taking my job as a uh comedian news podcaster uh Tech analyst venture capitalist word cell word cell
uh grock says you ever notice how AI is supposed to take over the world but it's still out here struggling to understand my mom's accent when she yells at Siri like we're all worried about Skynet but meanwhile Siri's over here going I'm sorry I didn't catch that did you say
turn on the lights or burn down the house and it's not just Siri right all these Tech Bros are like AI is going to replace your job man but I'm like bro AI can't even replace my fantasy football lineup without benching Patrick Mahomes for a kicker meanwhile I'm getting texts
from my buddy who's a product manager and his Apple watch is like meeting starting and he's sprinting across the office like he's running the DAR rally AI is not taking over the world it's too busy trying to figure out if we're asking for a weather report or
confessing to a crime by the time it gets there we'll all be living on the moon anyway probably because some founder convinced us it's the next big VC Flex it's so so this is so jarring to listen to because it sounds like like it's structured in a way that it should
be funny but it's just completely not and so your your brain is sort of like yearning for Zinger and it just never comes sort you're perpetually in the state of of of like hoping you're going to hear that sweet note singer exactly and it just doesn't come so but uh I do
think the you know obviously the the the marks for grock 3 are incredible we'll go into all that there's a lot of good stuff in here I think what's interesting about this is that grock 3 clearly this is trained on my feed because uh in my last 10 tweets I posted Car Rally
Patrick Mahomes I also posted something about um uh in here I said uh uh uh product manager and the Apple watch remember that post you actually fed that one to me and so it clearly took that text in and said okay uh this user this person who's prompting me uh likes apple
watches and product managers and we'll get those jokes maybe um but it didn't really integrate it properly in an interesting way and I was uh I was texting with one of the xai guys and was like this is really interesting like I don't know if I like this but I think
this could be really cool for certain prompts and it could make it so that sure sometimes I want a vanilla like clean llm installation where I come to it it doesn't know anything about me and I and I give it a really robust prompt and it doesn't assume anything and then
other times I'm going to want it to really know oh this guy's like super in group in this particular Niche he's down the rabbit hole on this so all of a sudden if I'm explaining you know like uh VC fun Dynamics I can be super jargony and super and super ingroup and
super detailed but then if I'm if I'm explaining like oil and gas to this guy he doesn't know anything about oil exploration so I got to keep that high level that's a benefit to me and that would be really cool so I think tuning the uh the models on the individual
person's timeline whatever you can get information about them that could be very cool but in this case it was very very silly uh what you got it's so funny to have this many things that are align aligned to the stuff that you post about and botch it this hard I'm getting texts
from my buddy who's a product manager and his Apple watch is like meeting starting because you posted about the you posted the White Lotus ref of the product manager and he's sprinting across the office like he's running the DAR rally like it just doesn't combine
how does that yeah how does that go with AI supposed to take over the world like I I don't I don't get it anyway uh grock 3 I don't think there is a good comedy eval set right now they're not even benchmarking we talked about this what we before we came online The evals are
hyper fixated on these sort of ultra complex problems and they clearly massively struggle on like a comedy eval right that like somebody should make the comedy eval that basically says I asked you know all these Foundation models to make various types of jokes this is the funniest joke
I tested it against Real humans to see if they laugh ex right and so that's a totally valid way to test a model because uh being able to produce uh jokes is a you know there's sort of comedic intelligence totally totally and so uh it's not just about solving these
sort of esoteric s that nobody thinks about all day long I think that Gro could potentially get the most extreme product Market fit and what what this like specific response tells me they're going towards is they want to have like the current thing happen and then
somebody be able to generate a post that's hyper relevant to what they talk about that for that specific moment in time and in many ways when when when the timeline is just is just model on model on model on model that will be like some form of yeah you know comedic general
intelligence yeah we were joking about um X potentially setting up the at chat handle I I just saw uh Mike salana posted uh chat what's going on with these airplanes and and just saying like hey chat like what like is this real chat is this real is like a common
online Internet phrase these days and so uh I I could definitely see uh grock be instantiated as a as a player character an NPC on X in a way that it could interact with a lot of post or or be someone that's integrated uh it's also interesting looking at the xai um launch
stream uh looking at what Elon was pushing the engineers on so he's like okay we have we have this breakthrough we have The Cutting Edge llm uh when are we going to solve reman he's talking about the rean hypothesis which is the kind of like the hardest mathematical
problem that we haven't the humanity hasn't solved yet and the and the xai engineers kind of joking well as long as we have a random generator like something that just randomly generates words and then a validator uh and enough compute time you should just be able to
brute force it and they're kind of joking around but it's very clear that they are focused on fundamental math fundamental physics breakthroughs in science and technology and that's just a completely different Vector of optimization against comedy anyway let's move on to Ben Thompson who already
posted an update breaking down real quick talk about the the actual launch of grock 3 because I'm just sitting there hammering through some email last night and I'm actually watching pmf pmfr die and I hear Patty in the cage be like yo the grock 3 announcements going
up and and and they just kind of haphazardly throw up this live stream and then just like sit there with one camera and it was it was it's kind of cool and that it's authentic they're not overly fixated on production value or anything like that there's been a number
of sort of model releases that were structured you know uh open open AI continuously drilling into people's heads we are the apple of AI yeah more product focused product Focus but also just like the production value of like their presentations are at a different
level and uh so anyways I I thought it was fascinating that they just had one camera showed up streamed it you know basically bounced it was no no bells and whistles and so cool approach similar to um uh safe super intelligence which is basically saying like we're not even
going to release products until we have uh AGI which we'll get to a little bit yeah I mean the the whole AI landscape is fascinating the the model layers commoditizing but there are so many different product strategies on top of the on top of the models um and it's
very cool to see that xai is just you know forking delivering straight into X I love that so uh uh Ben Thompson andery highly recommend that you uh subscribe he kicks off with a quote from Bloomberg he says uh xai showed off the updated grock 3 Model they call it the smartest
AI on Earth across Math Science and coding benchmarks grock 3 beats Google Gemini deep seek V3 anthropic CLA and gpts 40 uh they said uh they they announced this during a live stream Monday uh grock 3 has more than 10 times the compute power of its predecessor and
completed pre-training in early January musk said the presentation alongside uh three xai Engineers we're continually improving the models every day it's literally within 24 hours you'll see improvements and that's true like uh they are they are really rolling out stuff very very very quickly uh they
also introduced a smart search Eng Eng which I tested and you interestingly you don't need to click a button to trigger it uh it's just it's just like if it thinks that you want a you know some deep research it just goes and does it it's called Deep search uh it's a
reasoning chat bot that expresses its process and of understanding a query and how and how it plans its response and we'll take you through one of the results from uh grock 3's deep search product uh and then they also intend to release a voice-based chatbot as soon as
possible so uh Ben Thompson writes GR 3 appears to be one of if not the best performing base model in the world it is topping the usual benchmarks but not if you include 03 which is interesting that was not in the bar charts which we'll get to uh and tops all categories the
highest I score in LM Arena yeah uh obviously we're we're xai fans X fans here grock fans but the the the sort of selective positioning of new models against models like definitely needs to be called out because people just sort of decide all right who are we gonna
sort of compare ourselves to in this very moment yeah because everybody just wants to show you know yeah I mean honestly like there's there's so many different vectors because 03 can be very compute intensive then there's 03 mini then there's O3 mini
high and so you know there's this big like value tradeoff between yeah if you let the if you let the llm reason for hours and you spend $2,000 per query you can get remarkable results but then is that really a fair Benchmark against something that cost a doll 10 and so all
of a sudden you need to plot these on like an X and Y graph and then eventually you need to plot them on some sort of like you know uh unintelligible tensor graph or something anyway let's go to Andre Andre karpathy the absolute dog who is not a fair Observer because
he's worked with Elon but he's also worked at open AI so maybe he's a little bit more uh little bit more fair than most people think I really enjoy his analysis he says the impression overall I got here I got here is that this is somewhere around 01 Pro capability and ahead of deep seek R1
though of course we need actual real evaluations to look at the impression I get of deep search is that it's approximately around perplexities deep research offering which is great but not at the level of open ai's recently released deep research which still feels
more thorough and reliable and I found that deep research is just better at spitting out 5,000 words most of the other products spit out a th000 words um and so you just get more out of deep research which is what you want from De deep research usually usually you're not
looking for uh you know perfectly summarized you know handful of paragraphs the entire point is to let you kind of figure out what's important about what they karpathy goes on he says as a as far as a quick Vibe check over two hours this morning grock 3 plus
thinking feel somewhere around the state-of-the-art territory of open ai's strongest models 01 Pro for $200 a month and slightly better than deep seek R1 and Gemini 2.0 flash thinking which is quite incredible considering that the team started from scratch one year ago
this time scale to state-of-the-art territory is unprecedented and that is undeniable uh this gets at the first grock 3 takeaway it's simultaneously surprising and not surprising start with the ladder xai famously built a 100,000 GPU cluster in Memphis and now has
200,000 gpus and used 20,000 of them to train grock 3 and so they're still building the larger cluster so even though you'll see a lot of people posting on the timeline oh you know grock 3 100,000 gpus that's not accurate they they only use 20,000 for this but it's still impressive yeah and just to
highlight again this is the largest cluster ever the 20,000 20 20,000 gpus that's not true the 100,000 is the is the largest ever uh I believe the so so he's saying the largest ever for xai or the largest ever for any foundation model I don't know I asked I asked both
chat GPT and grock to pull this uh Gro uh grock says gp4 used 25k gpus while grock 3 used 20,000 gpus now chat GPT says that uh that gp4 was just thousands 20K gpus a100 and so it seems like around 20 20 25k is has been the the top to date it's honestly unclear from these
but clearly Elon knows that he's just he's just willing to Sprint towards these yeah big big numbers as fast as humanly possible 100% And so um uh and sure it resulted in a top tier model that's not surprising giving given it is what scaling laws predicted but it
is comforting as there was a question as to scaling as to whether scaling laws had hit a wall and people were saying this during the uh deep seek um kind of fiasco what is surprising is that xai is only 19 months old the company has gone from incorporation to the largest GPU
cluster in the world to arguably the best model in less time than it has taken open AI to go from GPT 4 to GPT 5 albeit with substantial updates along the way including the big 40 update just this past weekend this both it's both a testament to Elon Elon Musk and his team
Jess gas Jensen CEO uh uh CEO of Nvidia Jensen Wong so to me to me this tells that our read on the Elon bid which was only last week it feels like a month ago at this point yeah but Elon bidding a hundred billion doar to buy some you know not entirely known amount of open a
means that he believes he either was purely doing that as out a spite to toss like a wrench yeah into that process or he believes that the product layer is what actually matters because he's able to achieve incredible performance purely at the model layer but even as karpathy
is saying the the product layer is not there yet and certainly grock has nowhere near the consu the real consumer usage that open AI does yeah it's interesting so we goes competitive implications he says I did get access to grock 3 but not the thinking and search
models I actually don't know if I have access to the thinking and search models it's unclear to me from a product perspective um and he has to say that uh he finds himself using grock 2 quite a bit almost entirely via its integration into the X app it turns out being
plugged into a pre-existing distribution channel is very useful and this is a crazy bull case for El buying axe but the challenge is that ax is a very spef specific type of audience that is not necessarily reflective of certainly not the LinkedIn audience Like You could argue that open AI should go
do a deal with LinkedIn and say like make us your default llm and just distribute us to like the Normie masses because like long term it's going to be more important to be there yeah yeah he also says I I also never use it anywhere else for me Product matters and chat GPT
remains my product of choice I feel the exact same way um I'm also curious to what extent chat GPT deep researches advantage over other competitors like Google perplexity and now xai are due simply to 03 still being the best model versus open AI spending more time
crafting a better tool regardless the impetus for open AI to focus on being a consumer tech company is as strong as ever open AI is the only AI lab to have organically built its own distribution Channel and they really really need to get an advertising product out the door
to ensure they are serving free customers the best possible models which makes perfect sense um this also that has to be that has to be pending you know this quar potential yeah and there's just a question of do they use Microsoft as the partner there I I
believe Netflix was considering that as well because Microsoft has a really big ad network from LinkedIn and from uh and from uh bang uh even though you don't think of them as a big advertising company they built all the algorithms and all the structure and all the
inventory and so certainly not going to be meta yeah um and so this also explains why open AI is tying up with Oracle and SoftBank and trying to become a for-profit xai raised $6 billion last November and actually owns its gpus musk also said in the on the live stream that
xai is building out a 1 million GPU cluster let's go size gone for the 1 million cluster boom let's get that in a handier spot get this more dial in I actually I we need a button to hit on the set that just raises raises up that's hilarious uh and then uh of course he it to uh uh ilas
sver uh in Bloomberg is Raising more than1 billion for his startup at a valuation of over 30 billion we'll talk about this later in the show uh vaulting the N Venture into the ranks of the world's most valuable private technology companies Green Oak is in they're
putting in 500 mil uh said the person who asked not to be identified uh Green Oak is also an investor in AI company scale and data bricks the round marks a significant valuation from the 5 billion uh that sus company was worth before first off a disclaimer Daniel gross a
frequent Strat interview guest is the CEO of SSI I never realized I didn't know that breaking are we scooping are we scooping Ben scoop we got to with the Scoops it's too much people get confused um no I think this was like I think this was actually like publicized like very
early on that that Ilia wanted to be the technical lead more than anything else that's cool but that's very cool DG you know he's going you know he you know he he seems like from everything I've seen just extremely extremely motivated to win and be in the most important places
constantly right um it's funny he also had an accelerator yeah Sam had an accelerator small accelerator called y combinator MH so the accelerator to Foundation model pipeline is very real you know the the the other path the the the counterfactual the path not traveled
here Daniel gross so the company Apple in AI got acquired should have you know taking over the CEO role yeah yeah this is something we advocate here on the show if you get your company Aqua hired start asking the CEO hey what's the succession plan how can I get in the
how can I get hang out outside of the board meetings yeah try to flag people down it'll only take four quarters to get a little time with like the the key players and then from there you know just start you know it's uh it's such an underrated strategy right now I think I
I think like there there's massive value in being a founder and actually going in and going for the top going for the top job it it sounds too ambitious to be true but I think someone will eventually do it and we'll all be like wow it's amazing yeah a lot of a lot of Founders
end up getting Aqua hired and then are not super happy with the leadership at the company so just become the leadership exctly become the leadership instead of and it sounds like a joke but it's not it's it's actually a better path than just like resting investing
and then you're like oh what do I want to do next I'll have to do the same company or like become a VC kind of lost instead of like wait I just got acquired by a company that does the same thing that I was doing but they have a thousand more resources the only problem
here is that I'm not in charge what if I was in charge solve that problem anyway uh that's my little stum speech um and so uh they have pledged this is wild about SSI so they have pledged not to release a product until it has achieved safe super intelligence so they're going
to raise so much money uh well xai explains why it is absolutely viable to have started late provided you have the funds catch up quickly and of course ssi's Talent speaks for itself SSI is also I would imagine a big Nvidia customer again I don't know uh that to
be true but what else might the money be going towards which brings this conversation back to chips on one hand chips Remain the gating factor to the easiest R route to a Frontier Model on the other hand this is why deep seek matters they're they're not the only
route to something that is at least competitive the debate on the value of an attempted export ban remains an open one anyway uh fantastic article from absolutely wild I totally respect SSI saying we're not going to ship until we have we we've achieved our goal which
which is like the kind of approach you can only really take if you're Ilia like Daniel gross where you're basically saying yes we're going to need to raise billions of dollars you're going to just have to trust us that we're going to and just like bet on us that we're going to
deliver that one of the things that every Foundation like the the war the foundation model Wars right now which will be studied eventually because it's creating this sort of foundational technology that presumably our entire Society will be dependent on at some
point it is so distracting for these companies and the teams and the investors when there's new models releasing every week and and you can imagine everybody everybody at anthropic last night was watching the grock you know demo live not working everybody at open AI was doing the same thing right
so it's just wildly distracting to constantly be forced to ship and ship and ship when you can tell that they're able to make incredible progress internally without even getting user feedback right they're basically B El basically saying hey I just need another
$20 billion and I'm going to make a much better model like yeah sure we'll make it available through you know the XX integration but uh I wants to solve the hypothesis he is the customer and he has his eval and once it solves the rean hypothesis he'll be happy yeah and and
and that's kind of it which is fascinating I think another hot take that we were we were discussing earlier was uh there's this big push around like the the model layer is commoditizing yeah uh and people say that as like a Barcade but I was wondering if you FP it around
like people tons of money in Commodities all the time right like big oil like oil is a commodity still worth producing oil hugely valuable there were massive companies built on it there were small companies that just did little exploration and just had a little plot
of land track you know actual infrastructure technology provider so I wonder if there's a world where you know intelligence is is so valuable and and llms and AI is so valuable that that you know yeah even if you're like the sixth best model you can still sell the
intelligence if it's at the frontier level to the market at a market clearing price that still generates profit above what the Nvidia gpus cost and you still reap the reward and the $30 billion valuation is completely justified in the same sense that you know hey yeah if you
you know you're like hey I got a plot of land in Texas that I'm going to pull some oil out of yeah you don't have a monopoly on all of oil yeah but you still made money yeah and so I wonder if the other the the you know if llms you know replace a lot of work broadly
knowledge work specifically it's easy to say hey these are trillion doll markets that we're playing in yeah it makes total sense that there's five to 10 companies that are going to raise billions of dollars to go after that right because the the the prize is so great y potential prize is so great that
you know Ilia raising at at 30 you know and Daniel gross raising at 30 billion post is actually you know it's it's maybe it's it's it's it's just ends up looking like a great investment of like how do you potentially get a you know 50x on on uh on a a multi-billion dollar
check like maybe that's how it is so crazy when you think about it that way like when you think about like uh crypto it's like a big new technology it a lot of people are into it it's just like a cool thing and yeah the market cap of all the crypto combined is around a
trillion dollars social networking also like very valuable cool new technology market cap around a trillion dollars phones cool new technology market cap around a trillion dollars electric cars cool new technology market cap around a trillion dollarss uh you know uh
operating systems uh Microsoft round a trillion dollars cloud computing there's round a trillion dollars value and so it's like how in what world does Ai and llms not wind up being around a trillion dollars of value I get that like it could go any direction and like how
slice that up it could be very equal it could be win or take all and you know hey people are going to have their bull case for x or bull case for open AI anthropic whoever but you know it just feels like like the stakes are definitely one trillion right uh if if
we look out in the future uh even even if we're even if we're not being like super super intelligence pilled and we're just thinking about like yeah like this is a new technology and it will be a consumer Market or an Enterprise Market or any of them uh like will there
be an opportunity to make a bunch of money probably yeah so anyway let's move on to yakine uh he is uh he's working for Elon over at x a good friend of the show uh he has been uh he's become a bit of an open AI hater uh but let's hear him out and see we got some poster on poster violence
here because this is clearly a rune caricature or the same exact character and uh you know you know uh dancing around the data center and so he's arguing that there's no moat with this uh he says uh Moes are Silicon Valley head Cannon wishful thinking they need
to ex they they need it to exist uh they make you believe that you're doing the thing that would be impossible for others all to justify the fundraise when they say moat what they're saying is proprietary Monopoly I'm here to tell you that the Monopoly is a myth the
proprietary Monopoly does simply does not exist open AI could open source all of their models and it wouldn't really harm their business existence it would only harm their ability to fund raise everyone should take Peter teal more seriously just be different I mean what a what a
poster I mean he's he's layering on a bunch of things that people could potentially disagree with in the first few paragraphs uh which positions him well to then extrapolate on all those ideas now that people are kind of riled up a little bit totally so he says is
capital OTE in previous times Capital was aote uh but as technology progresses everything becomes cheaper skill labor are now being automated levels IO can command a few o01 o1m valued companies order magnitude $10 million valued companies spawning them every three months for fun he
doesn't need to raise I like that got we got put levels in the cage by the way he would just he'd be out in a day yeah uh uh especially with the latest Coen slop spitting out P PHP server code it's free it's free the software I produce for myself on a daily basis would have taken
a team of Engineers now it's 1 hour in in between work and dinner it's post scarcity it's unprecedented um y we are at the point where the idea that Capital as a moat is not being sold by the people who need the funds instead the idea is being pushed by the people with
sad sad Capital that has nowhere to go what is the point of money when Legions of Engineers who actually just slow you down when you really only need adx h100 and two frogs to create outsized impact your real competitor is the end user writing their own software I used to walk work at
oo um we shipped login as a service it sold itself many Seattle homes were paid off by sales commissions of AO contracts um it was an OCTA wasn't ping one our biggest competitor was our customer themselves writing their own login page we had to sell them on it not being a
good way to spend their time so he breaks down the serus AGI players this is personal opinion open AI nah remember Yahoo okay yeah we know we know who you're who you're pushing for here um the serious players vertical robotics manufacturers and muko shops I
don't know what that means maoko DJI unry Tesla andal deep seek Jane Street paler social media platforms uh meta vertical AI companies xai deep seek Google are your ml researchers wearing knee pads and a sweaty tank top plugging in Ethernet if yes you're going to make
it eth Zurich I will not elaborate um distributed decentralized AI bootstrap companies with a lot of freedom people building novel devices interesting uh what can't what can't be easily replicated software used to cost money and AI is just software there is a
limit on individual model intelligence that yields diminishing returns and it is my belief that we will rapidly exhaust any room available it is my belief that AGI will run on consumer hardware and any proprietary models will only be run as convenience uh what can't
be easily replaced is knees on the ground soldering irons and the Mao majoko RL sauce and god-like product managers yearning invest accordingly this is financial advice for billionaires this feels like uh like it feels like basically 40 posts combined
into one article no but one thing that's interesting so when we were talking earlier about Intelligence being commodified and some people saying oh it's not investable it's a commod if it's a commodity especially at these prices you're saying hey Commodities actually are very valuable there's
ridiculous amount of demand for them the hard part what what he's outlining here is that you know everybody knows that there's a big market for oil like you can see what the price is if you can get a barrel of oil out of the ground you can sell it at the sort of market clearing price for
that grade of oil right some there's like you know oil that turns into jet fuel and whatever but there's like it's a commodity it's sort of priced in the open market there's fully a world where intelligence gets to that point too and then the challenge is what uh yine is
saying which is uh here with AI he's like what can't be easily replicated is knees on the ground uh soldering irons etc etc and so the same thing with oil it's like the challenge with getting oil out of the ground is you got to get oil out of the ground right you need dudes
with trucks to go drill for oil and then make sure the drill is running properly make sure you have water make sure you have power you know the the the drill is breaking all the time and and so uh it doesn't seem like data centers will maybe be that as much of a challenge to
keep operational but they certainly uh it's certainly not easy to operate these things highly efficiently right yeah interesting I don't know yeah if it's a commodity where where is the most valuable part of the commodity um is it is the producer and this like the
supplier producer yeah but is that energy is that Nvidia or is that the LL uh you know deliverer right it's uh it's an open question anyway let's move on to some reactions on the timeline and then we'll give you a break breakdown of grock 3 versus open AI deep research so uh
creatine cycle who's been on the show before says AAR autismos it's time to grow some arms and social skills and Jordy chimes in says getting dice continues to be underpriced and he says printing this out and hanging it on my wall in pack Heights uh and he just
shows the the grock 3 uh reasoning data it beat 03 mini High uh beta reasoning people were upset about this Rex two slides later says uh they omitted 03 from the chart in the live stream for some reason so I added the numbers for you and then uh but this was reasonable
because 03 isn't public and those benchmarks can't be verified yet so I think it's understandable that they didn't include it but then again grock 3 with reasoning isn't publicly available so people can't validate that eal so there's a lot of like questions over like what counts for an eval that goes
in a chart but you know I think they both have you know Fair argu there yeah they're like we can validate what our model does we cannot validate what you're doing because it's not available so we know yep yep yep we cooked yeah and so uh Sheil mon not gives a little
context on the the gro Colossus 200,000 gpus in Memphis Tennessee built in 214 days think semi analysis and Dylan Patel have done a deeper dive here that we'll have to dig into there's some really fascinating things going on here she says uh y Memphis they found an old
Electrolux Factory added trailers to add cooling one qu of the cooling capacity of the US and trailers for power generation they use Tesla Mega packs to smooth out power fluctuations uh the next training cluster will go from a quarter gwatt to 1.2 gws using gb2 200s
from Nvidia there's a fascinating uh thing that leaked because of uh llama when uh when meta open source llama 3 or some piece of that they had a uh a line or like a a function a piece of code in the uh in the training data uh that basically said like uh what was
it it was like power plant not blow up and so basically what it does is is uh when you're training you're doing all this complex math that's using a lot of a lot of electricity and then all of a sudden there'll be like uh moments where you're maybe just like okay we're done
doing the math we're going to like save the model for a second and so all of a sudden your power will just drop to zero and if the and if the power like substation or the or the the power plant is is sending tons of electricity and then all of a sudden it doesn't get any
it can it can blow up or or something like that or it can be bad and so they they built a like a special piece of code that basically just has it does r random math can you imagine the reason that that got implemented these Engineers are just like you know just
tapping away you know uh Vibe coding and then uh they just get a call it's like hey like what are you guys doing right now yeah yeah I mean it would be crazy if there was like a a major power so so just going back to the Colossus um the the cluster in in Memphis this was
always in many way I think we talked about this last year the bull case for Elon building a foundation model company was that he has the boots on the ground experience to spin up heavy infrastructure Manu facturing facilities you know figuring out how to manufacture
batteries at scale for Tesla in the United States and so having the Playbook and being able to pull Talent from you know a company like Tesla or SpaceX and say hey we need to build this data center in 214 days like unbelievable like many people would say you know even
you know linking this back to LA people are not going to have their homes rebuilt for four years czy they did this they built it they built the biggest you know cluster ever in 24 days that's a great where they just found an old factory and said we're just doing this right now and so that that's really
elon's like edge here for sure yeah no and it and it it is so part of the culture at Tesla um the uh I they're making millions of stars cars CTO at deterrence um uh was at Tesla specifically working on their battery cell engineering and so he's just
bringing that just crazy ethos around his name is Henry around speed and it's just amazing to witness awesome um so uh yeah let's move on to word grammar word grammar says I'm feeling very similar to how I felt six months ago open AI did something groundbreaking now two other
labs have replicated it soon the rest will follow making it a pretty undifferentiated Market um yeah we've we've talked about this a little bit I mean uh it's it's unclear like if open aai had not launched deep research and like the reasoning model uh would deep
SE have been able to come up with it like is the idea valuable or is it just a uh or or or is everyone kind of on the same path what do you think it's interesting everything because everybody's competing against many of the same benchmarks to show that they're competitive they're all focusing
on getting better at many of the same things when what we really want and which is why SSI is interesting is they're basically saying we're not going to release anything publicly until it's what we want it to be so we're not going to build based around these benchmarks
and so the actually think it's it the competition is good and bad it's like a double-edged sword right it's good and that it's sort of pushing the pace and everybody's motivated to to rapidly improve these models but at the same time it's not so great because we're
getting models that consistently just look more and more and more like each other Y and uh consumers are not even going to be able to notice the difference so they're just going to probably default to what they already use and love or you know maybe you're using grock in the in X but not here's
an interesting Twist on that so so Paul calcraft says uh Elon posted an early grock 3 screenshot saying he asked what he what grock three thought of the information and it said it's garbage and then Paul ccraft uh asked the same question what's your opinion on the
information and it told him it's a solid outlet and you know what's going on here it's fine-tuning on the person who queries it their timeline and so grock 3 when Elon prompts it it knows Elon doesn't like the information let's give him an answer that confirms what he
believes and it's the same thing for Paul calcraft and so this is going to raise a very interesting question uh where people will kind of be in like llm Eco uh Echo Chambers almost where they're like oh yeah I it told me that you know uh you know microplastics
aren't a big deal because I've been posting about that or microplastics are the worst thing ever because I've been posting about that yeah this is this is exactly already happens on X broadly the X Echo chamber is so real where you just sort of you know for me I'll see
somebody I'll see very like off hand you know randomly somebody will have like a blue sky in their profile yeah and I'm like oh I haven't seen that in a while but uh uh someone else is seeing that constantly yeah and they're probably using Blue Sky they're like oh yeah
everybody I love uses blue sky right 100% um uh yeah it's uh it's very interesting and you know what what's going to happen here is that uh the the the mainstream media is going to do these tests where they go you know what they did on like uh you know Tik Tok and
Instagram where they'd be like I followed a bunch of Nazi content and then it gave me more Nazi content and so it's like a Nazi algorithm uh they'll probably do the same thing where they where they'll like go into these llms talk to it for a really long time F essentially fine-tune it on the idea
that like they're crazy and then it'll be like it gave me crazy responses it's like yeah I get it it probably shouldn't do that but at the same time like you really like Twisted its arm and it's not doing that for most people so I don't really have that much of a problem with
it as long as there's like some guidelines here and like it's directionally like it doesn't automatically steer you towards some negative e Echo chamber anyway uh word grammar has another Banger post here uh on a roll uh Richard Sutton's bitter lesson died January
22 uh with deep seek and it was born again on February 17th less than a month uh so this is of course about scaling laws and rich rich Sutton's bitter lesson which we'll get into uh of course the idea that algorithms while important are not as important as scaling and
compute power and so uh scale is all you need um let's go to another post from Lon shapira he says people in 2022 Elon can't actually keep these servers online Elon now the bonus tab in the app makes you takes you to the highest benchmarked Frontier Model and so yeah real
narrative violation for everyone that said Elon wasn't going to be able to keep uh axe or Twitter like online he's like not only doing that the reason the reason that you know it wasn't an issue is I don't have a memory of wanting to use Twitter Andor X and not being able
to and I think I would really I would remember that for my whole life right such a such a daily habit if you're were going on there and just nothing was was loading um it's uh yeah he he really mogged everybody that that was calling him out on that yeah well Andre karpathy
p uh shared more evals uh because he got access to grock 3 he says on thinking uh grock clearly has an around state-of-the-art thinking model the think button and did great out of the box on my Settlers of Katon question which is create a board game web page
showing a hex grid just like in the game Settlers of Katon each hex grid is numbered one to n where n is the total number of hex tiles make it generic so one can change the number of rings using a slider for example Katon the radius is three hex's single HTML Plage please
pretty good uh few models get this reliably right the top open AI thinking models 01 Pro get it too but all of deep seek R1 Gemini 2.0 flash thinking and Claude do not uh it did not solve his Emoji mystery question where uh he gave it a smiling face with an attached
message hidden inside Unicode variation selectors even when I gave it a strong hint on how to decode it in the form of rust code this is like such a I don't know if I could solve that Andre I'm sorry that is a very complicated eval uh but but it makes sense I guess uh and probably valuable
it should break that eventually uh the most progress I've seen from this is deep seek R1 which once partially decoded the message it solved a few Tic Tac Toe boards he gave it with nice clean Chain of Thought I uploaded the gp22 paper I asked a bunch of simple
lookup questions all worked great and so he's he has a whole bunch of evals that he can kind of rip through and I think that's a really cool way to do it it's like you know uh do some web programming build a website like solve tic-tac-toe you know decode this mystery do this
riddle and then he also about an hour I'm assuming you know yeah exactly he said he played with it for like two hours and so he did the same thing with deep search he asked uh what's with the upcoming Apple launch any rumors and he liked the answer there why is pal paler
stock surging recently he gave it a check White Lotus season 3 where was it filmed and is it the same team as seasons 1 and two what toothpaste is Brian Johnson use it didn't get singles Inferno season 4 cast and where are they now which I don't even know what Inferno
is but uh singles Inferno I guess that's a show he watches which I love uh and then what speech to text program has Simon Wilson mentioned he's using so um he says I did find some sharp edges here uh the model doesn't seem to like to reference X as a source by default
interesting uh though you can explicitly ask it to a few times I caught it hallucinating URLs that don't exist a few times it said factual things that I think are incorrect and it didn't provide a citation uh it told me Kim Jong Sue is still dating Kim minul of
singles Inferno season 4 which surely is totally off right this is hilarious Andre are you into singles Inferno I I need to get up on this this is this is good stuff uh the impression I get of deep search is that it's approximately around where perplexity deep research
offering which is great but not yet at the level of deep research uh random llm gotas sadly the model sense of humor does not seem to be obviously improved this is a common llm issue with humor capability and general mode collapse famously 90% of the 1,000 outputs asking
chat GPT for a joke were repetitions of the same 25 jokes crazy got them dead to rights GPT 5 you're on notice you better be funny uh even when prompted in more detail away from simple pun territory example give me a standup uh I'm not sure that it is state-of-the-art humor
example generated joke why did the chicken join a band because it had the drumsticks and wanted to be a cluck star that's a that's a real knee slapper they're they're honestly the jokes that are from LMS are so bad that sometimes they're very funny because it's just
like wow like if somebody it will be it will be amazing to when when they do get to the point because I think everybody can see that we will you know the the general belief is that we'll get there yeah but like think about having a comedian in your pocket that knows what
you think is funny and it's basically somebody will make a rapper app that's just a big button that you the laugh button that you press and it just generates a new joke and it just gets better and better and it even hears your response to it so it starts to learn on
yeah what you laugh that would be really good training data actually yeah they could do that uh okay so let's move on to uh grock 3 and open AI deep research I got your uh your analysis there so I went to both grock 3 and open AI deep research and I asked at this really really long prompt I said uh
I'd like you to build me a definitive table of llm models and break down their evolution specifically their relative sizes so I want to know you know grock 3 came out it uses 20K gpus I'm not exactly sure how many flops that is but I would like to put all of these in the
same terms like they're all an equivalent number of flops I want to know the progression of GPT 1 to two to three to four for the pre-training runs and then I want to know the same thing that happened at I said anthropic it was transcribed incorrectly to entropic
which is wrong and I want dates of when these were released then give me some uniform Benchmark like chatbot Arena or mlu uh I really need you to go pull all this together I'm like come on do this for me bro and then I'd like you to investigate how the bitter lesson and
Moore's Law are interacting right now essentially the bitter lesson states that you always just want to throw more scale but it's unclear to me what the benefits of scale are proportional to the capabilities of these models so my basic thesis is that you know we're
potentially hitting diminishing marginal returns we're going to see less gains from in increased scale and so the real question is grock 3 is a 20K GPU run they're planning to do a 100K GPU run and the question is does the 5x or 10x increasing compute power does that
increase the model's final capability usefulness by 1% 10% does it double it does it 10x it and that's what I'm trying to predict and I want to see these based on trend lines what kind of results should I expect and specifically I want I want you to not just qualitative result not just quantitative
results but qualitative results uh like what do we expect a 1 million GPU cluster trained model to be able to do is it just high IQ is that the best measure like what should we how should we be measuring these things and is there an evolution that like uh you know
we have no top no Max uh do we just continue to push on the final question is like what does this continue to get better as we get to a billion gpus a trillion gpus a Google gpus uh what are we getting for that I guess the question is is intelligence unlimited uh even if
we assume that we're on the right algorithmic path that's the main question and so basically I just wanted to like you know dump out a ton of research and and give me a bunch only the only thing that could handled that kind of prompt is your secretary right
it's a lot of it's a lot of stuff I mean you just basically dumped a uh but but you you certainly gave plent to work what's interesting is if you look at page two and then page like six or something you can actually see uh both grock and open AI dumped out tables of
uh of how uh how these models evolved so gpt1 it claims was trained on 10 gpus then gpt2 100 gpus gpt3 10,000 gpus and then GPT for 25,000 gpus which is what tracks to the other and yeah and on the other one it says a th000 and then 20K um and so the the the big question here
is on on flops this is the real like standard metric is number of flops and the uh like the the jargon term for this is just uh using the order of magnitude for number of flops so you can think of gpt3 you call that an e23 model because it had 3.14 time 10 to the 23rd flops
and so you call that an e23 model gp4 was an e25 model because it's not just more gpus but it's also more training time and more more powerful gpus and so you can't just say oh they used they used 5x gpus because they might have learn them longer more power all these
different things so you really just want to do flops because that's the most standard and so uh deep mine chinchillas an e23 model llama 70b is an e24 model and grock 3 is an e26 model and so I how Miss chinchilla oh chinchilla is a big one because that was the paper that that
defined the the scaling laws so when people talk about the pre-training uh scaling law they call it chinchilla scaling laws because it came from the chinchilla paper got it uh and so uh in here uh now this is where we get weird because Chachi BT claims that
grock 3 is an e26 model but grock 3 claims that grock 3 is an e 25 model and so I don't know who's hallucinating here I don't know who's more accurate they could they could both be hallucinating to be clear they could um no one is necessarily right and so grock 3 claims
that grock 3 is less flop intensive than gp4 but GPT 4 claims that grock 3 is more powerful than than gr than gbd4 and so they're both gassing each other up I guess in a weird way I think open AI is more accurate here but it's very funny I don't know it's all it's all very it's
all very odd and like I don't have time to fact check all of this so I'm kind of just like Vibe Vibe interpreting this um but let's read some of the analysis here from the bitter lesson uh the bitter lesson argues that AI progress relies and this is from grock 3 uh and then
we'll read the chat GPT version uh the bitter lesson argues that AI relies on scaling compute and data over bespoke algorithms llms embody this gpt3 success came from Brute Force scale not architectural breakthroughs it was very simple algorithm they just gave it the
entire web and they trained it a lot with a lot of gpus this is the first like big training run basically uh however your thesis about diminishing returns challenges this does more compute always yield proportional gains Moore's law has slowed that's the law
that says that doubling transistor density every two years with GPU with GPU performance now scaling via parallelism and so we are scaling compute but we're doing it by just getting more and more gpus y llm training outpaces Hardware gains relying on cluster size rather than per chip
efficiency so we're not just doubling the training run every year we're like 10 Xing it because we're just building these monster data centers uh so scaling laws uh Kaplan and Hoffman show performance scales predictably with compute parameters and data this implies
a 10x compute increase yields 25 to 60% loss reduction not 10x mlu gains reflect this gpt3 to GPT 4 is a 160x compute jump for a 50% score increase I still don't really know how to interpret all this we're going to have some guests on to break it down yeah and so um I don't
know it's interesting it it the main thing is that like I think when most people play with this they're like it's great it's good but it's not like a complete step change from what else I'm seeing online no the the the the the big headline takeaway from last night is
that xai is catching up on Raw model capabilities in a very short period of time yeah in terms of product usefulness it it doesn't seem to be there yet right because even you're seeing okay well you trained on all of my my posts but I actually don't even necessarily like that that much and so
they're they're they seem to be on a collision course with open AI from a capability standpoint especially as they get into these you know next runs yeah but uh but again that this is going back to my earlier point I look at all this you know Elon you know hitting
these um hitting these evals but then simultaneously still wanting to spend a hundred billion dollars on on open AI when uh he could just you know spend that money on xai and he's you know again we don't know if he's doing it to to throw a wrench in the process but it
seems like he would love to be chairman of open AI is like my read of the situation this is interesting the the chat GPT deep research um is I think much more readable as a uh it just as a research paper so um and again that's them innovating at the product level yeah and
uh what Ben Thompson said is he's not sure if they just have a better model that's just produc proding better outputs or they just are refining the actual product layer more yeah yeah so they say increasing increasing model size and compute generally improves
performance but with diminishing returns and so that's the real question here of like like you know if we 100x the models like we're planning to is if it just gets a little bit better it might not actually be able to do real work still because it might still break down and
hallucinate a little bit like like we're we're we're all for the model that just like never hallucinates ever and can do a ton of stuff and hold everything in memory and may not ever come maybe I think we will get there it's just the question of like you know what if it's
what if it's a thousand order of magnitudes like you know like that would be yes the scaling law would hold like the scaling law would be correct but like it would take a long time to build like a Dyson Sphere for that basically um early work by open AI showed that
large language model loss follows a power law performance improves predictably as model parameters and data scale up and this was that picture of like gbd3 to gbd4 more parameters more data uh and so everyone was going bigger bigger bigger uh for example going from
gpt3 175 billion to models like gopher 280 and Megaton Megatron Megatron touring 530 improved benchmarks but not proportionally to the huge jumping compute required deep min's 280b gopher outperformed gpt3 on knowledge tasks reading comprehension and factchecking
yet it saw little gain in logical thinking or common sense tasks despite 60% more compute this suggests some capabilities plateau and less new approaches are used and that's the reasoning model right and so diminishing returns are evident on many benchmarks as models grow metrics like mlu a broad
Knowledge Test improve but approach an ASM toote near Human Performance and that's frustrating because I would want linear progress that just blows through human performance but it's really like we're kind of maybe we need new evals I don't gp23 achieved only uh around 50% on mlu
uh while below the 90% expert human level uh so that that that's the human level Benchmark gopher did 60% chinchilla did 67% GPT 4 jumped to 86% nearing human experts however GPT 4's training used roughly two orders of magnitude more compute than gpt3 uh for
that last 30 to 40 Point gain so it's still very important but it's just it's just like diminishing uh each additional few points towards 90% is increasingly expensive in compute similarly coding and math benchmarks saw massive leaps from gpt3 to GPT 4 but further gains
Beyond GPT 4 are smaller in xai grock 3 pushing to an unprecedented 200k GPU cluster only yielded moderate impr improvements over the prior state-ofthe-art hallucination they didn't they didn't use all 200k gpus and and here it's saying that they did uh yeah if you look
in the god like they open AI specifically says in their research that they say up to 200,000 Nvidia gpus 100 to 200k gpus over four months but we know that's not true yeah and so uh it's a mess I don't know we're we're close to something it's cool I like it
but uh well we've compared we got to step these compar their models should we talk about their Dynamic yeah absolutely let's move on to the Wall Street Journal uh the in story of how ultman and musk went from friends to Bitter enemies kick us off on the first full day of the
second Trump presidency Elon Musk was in the White House complex when he got word that his Nemesis was about to hold a press conference with the president amazing amazing uh first sentence here I don't know who's writing this he turned on the television he turned on the television and watched his
open ai's chief executive Sam Altman and a beaming Donald Trump touted a $500 billion do investment in AI infrastructure called Stargate and this is a hilarious Dynamic if it's actually true where he's turning on the TV he's got X open on his phone he's just
shaking his head like one Sam is is an absolute dog for even making this happen you got to be pretty brave to just go into the into the the White House the Lion's Den elon's got like six of his kids running around they they know you're they know you're a Target um
that's great so Props even making that happen Masa I'm sure was was you know pulling making uh making some magic happen too so despite having rarely left the president's side over the preceding few months musk was blindsided by the announcement according to people
familiar with the matter musk fumed to AIDS and allies about the announcement claiming Stargates backers didn't have the money they needed the deepest which is true right it sort of came out that they didn't have it it was more of like a road show uh you know spack
announcement type thing so the deepest cut was Altman's success navigating Trump World via a carefully coordinated series of recent meetings in Palm Beach and phone calls with the white house while keeping the plan secret from the president's first buddy first buddy oh
yeah buddy cop they're going buddy cop mode buddy cop mode but Trump's got a lot of buddies Alman and musk co-founded open AI in 2015 but their relationship soured when musk left in 2018 following a power struggle it worsened when musk responded to the launch of chat GPT by
launching his own rival startup xai this week the feud went nuclear when musk followed the Stargate unveiling with his own bombshell a hostile 97.4 billion bid for the assets of the nonprofit that controls open AI a decade after joining forces they are now fighting for control
of the very thing that brought them together in one of the highest stakes and most personal fights in recent business history the outcome could determine everything from the future of a world changing technology to who will help set the nation's technology agenda
with the new president interesting this article is based on the conversations with more than a dozen people familiar with Altman and mus relationship over the years as well as open AI and musk's business and political decisions we got to go back and watch the uh Sam mman
Elon Musk podcast have you seen this they had their own show together it wasn't it was why combinator had a uh a series of interviews on their YouTube channel and Sam went and conducted a number of interviews and one of them was with Elon and so they're sitting in the
Tesla Factory just chopping it up about like entrepreneurship and wisdom and it's just like it's crazy to see uh I'll I'll I'll continue so in many way Sam Alman 39 and Elon Musk 53 couldn't be more different while musk was beaten up and verbally abused as a child Alman was
a teacher's pet whose parents routinely told him he could be whatever he wanted to be where musk where musk was often abrasive Alman tended to tell people what they wanted to hear and while musk was an engineer steeping himself in the details of rocket and Battery design
ultman is a technology obsessed intellectual reading widely across philosophy science and literature and Penning essays on how Society should organize itself but both have strikingly similar taste for power let's go taste for power that that should be one of our
hiring metrics yes John what do you think this guy's taste for power is you think he's a think he's real hungry yeah I mean uh if you're in an interview tell you can tell Ben's got a real taste for power you absolutely yeah if you're in an interview and somebody asks you what
do you where do you want to be in 10 years and you just say supremely powerful I think you get the job I think you get the job oh yeah yeah that that's the video look at this very poorly that doesn't even feel that long ago it's it wasn't that long ago the
cinematography was not incredible but uh I think probably and the Andrew Tate early 2015 wow yeah that is wild seeing them hang out just Bros just guys being dudes doing a pod together you love to see it it's too bad I mean I keep coming back to the fact that Mom and Dad are fighting you
know these are two you know everyone everyone picks a side but ultimately these are Americans they're building technology I love technology I love America and I I I wish they could just be on the same team and and build something awesome together I hope that
they can have a Reconciliation that's my biggest hope uh well um and so for years the millennial Alman looked up to the genes M musk as a hero a real life's Tony Stark Who provided a counter example to the country's technological stagnation that Altman railed against
when he was president of the startup accelerator y combinator Alman M met musk early years earlier when why combinator partner Jeff Ralston introduced them oh I know Ralston pretty well oh they misspelled his name here uh and helped arrange for Alman to tour
musk's SpaceX rocket Factory interesting uh alman's time leading UI combinator from 2014 to 2019 put him at the epicenter of power in Silicon Valley he became a known as a fixer with an unrivaled Rolodex who could call in favors for the startups he invested in or punish investors who crossed them
this is 100% true he was great at what he did during this time he was fantastic uh this his special talent was raising money which he would do by arriving in his signature uniform of jeans and sneakers curl his small frame up cross-legged in a conference room chair
and unspool a vision so grandiose compelling and Earnest that it often seemed like investors were powerless to keep from funding his projects it's great I mean great Storyteller great fundraiser and what's interesting is that like yeah he raised some money he raised a lot of money for his projects
but he was also uh like an angel investor who got tons of deals done for other people he set other people up with funds like he was he was marshalling Capital all over the place I had heard that he invested in he was able to invest in stripe at $700,000 valuation I
don't know it was a sub it was like 10 on 700k or something billionaire just from stripe basically somehow I don't know uh uh but I mean yeah phenomenal investor and then listening if you want to be in a billionaire just put 10K into the next stripe not good actually people
tend to make it really complicating it think oh it takes years all stuff all this hard work now just take 10 grand and just put it into the next stripe yeah uh and I mean he's even doing it more recently with oo that uh nuclear startup public and it's a back and it's
a successful spack the Stock's way up what a narrative like if you if you see people talking about it you know on a the company they call it Sam alman's nuclear startup so like that is probably like the dominant narrative causing it to pump actually have to check I I own a
little I own a little bit of it you know you own o um okay not Financial advice here but we are going to check the stock on public yeah I am down 4% today so oh it's not it's pulling back it had to well it had to make up your own uh go on public check it out and see if it's for
you maybe anyway not that we we certainly do not recommend no we don't recommend individual stocks but we do recommend becoming a multi strategy multi-stage large asset management firm yeah and running your business through public yeah become a long short Equity
hedge fund there you go uh and it all stars with public uh in early 2015 musk and Alman began having regular dinners each Wednesday in the Bay Area their conversations tended toward the apocalyptic how the world might end how they might prepare for it to where they
might have to flee a likely cause they agreed would be artificial intelligence that grows smarter than humans and impossible to control that may Alman suggested they create a Manhattan Project to develop artificial general intelligence or AGI that is as smart as humans at most tasks they wanted to
ensure Google which had a huge lead in developing the technology didn't end up deciding what it would mean for the human race such a fascinating solution you know like like there is another world where you're like we're just like we're just going to try and like you
know use military might to just actually like ban this development of this technology like you I wouldn't advocate for that at all and I think AGI is I think the the the whole the whole history of this stuff is going very well I'm very satisfied with how it's going
but uh you know there is another world where you're like hey yeah like there's this technology and like we need to you know Steer people away from development of this and like ban this and control this and then have international coalitions and and you know military
might to to to to build it up like there are things you can't build uh you know dark web drug marketplaces are a good example it's worth noting that Sam Altman and musk had these meetings and then Altman decided that he was going to get really into building bunkers in sort
of Doomsday you know uh F theall uh so I would love to have been a part of those conversations and so they join forces they raise up to a billion dollar uh musk pledged to supply The Lion Share of the money and they would lead it as co-chairman o the co-ceo thing is
Chairman is hilarious yeah they should have figured that out early on like it's very clear that they didn't play out like okay like what if this is actually like a trillion dollar opportunity like who will Who will want to run this and they were both like well obviously it'll
be me it's not there's no question course you know uh uh their relationship began to disintegrate in 2017 pretty quickly I mean this is 2015 they're having dinners 20167 they start disintegrating after open AI researchers realized they would need far more money
than a nonprofit could raise to develop Advanced AI we talked about this how if you want to summon the AI God in a box you got to be a capitalist it's not happening in a nonprofit you're not just writing some clever algorithm with some altruistic do we are interested in
taking Peta private exactly there's L private no it's the for-profit conversion for-profit conversion for-profit conversion uh then it'll be private and then we'll take it public and then we'll probably take it private again as as the private Bravo will take
it public take it private yep yep you know the post I'm talking about yeah it's great according to one of their emails Elon uh Elon demanded majority control and 2B CEO alman's successful move to block his mentor would Mark the begin of the rupture he convinced
another co-founder Greg Brockman to back him over musk Brockman reeled in open AI Chief scientist ilas Suk to also back Altman Brockman and Suk wrote in an email to musk that since open AI was founded to avoid an AI dictatorship it seemed like a bad idea to create a structure where you would become a
dictator if you choose to if you chose to within hours musk wrote back that this is the final straw by early 2018 he had left the company and Alman took over leadership this was like very under discussed at the time because open AI was such just a research lab and there
were doing like little things here and there like this was definitely not in the news in the same way like 2018 people were talking about SpaceX and Tesla mostly yeah um uh so uh over the next few years they focus on research on 2020 in 2022 they released chat GPT this
became huge uh turned out to be one of the most successful and transformative consumer technology products of the century in the company of the iPhone Facebook and Tik Tok as it's as as shocked as the rest of the world that AI had gone mainstream and upset that he
wasn't a part of it musk began publicly criticizing open AI for moving too fast and not taking safety seriously he signed an open letter calling for a six-month pause on AI development uh within a few months launched funny a lot of people called for simil you know
signed similar letters calling for a pause on new podcast formation oh yeah of course that didn't get through nope you can't stop it the arrow of progress moves but one way yeah uh in 2024 he attacked Altman in a new venue Court after suing open Ai and its CEO that February he withdrew the
suit in June refiled it in August and amended it in November they've been going back in the for in the back back and forth in the courts for a long time musk lawyers declared the perid and deceit are of Shakespearean proportions you know it's a good law you got to pay
top dollar that can that can hit you that's not less than $1,000 an hour that's a that's a $5,000 an hour that's 10K potentially Alman and musk were bitter could never yeah and so Alman said musk was bitter that he left before the company succeeded as musk's legal attacks
escalated Alman watched with growing alarm as musk grew closer and closer to Donald Trump campaigning by his side and spending hundreds of millions of dollars to support him you want to continue yeah I mean there's lines from Alman interviews where he's like you know I
would hope that you know the president wouldn't sort of uh pick favorites when we're here you know all trying to develop this transformative technology and to Trump's credit he seemingly hasn't picked favorites specifically within AI right he obviously has a good relationship with Elon but he's not uh
we haven't seen him go out and do any sort of press conference for xai or the Memphis you know data center it's such a narrative violation yeah like everyone thinks Trump is going to be super corrupt with this stuff and he's just like you know he's making he's having
his cash Bonanza over our our listeners know that like yeah he's um deal guy deal guy um deal guy anyway uh Alman first mentioned Stargate to open ai's board in 2023 as a way to vastly increase the computing power his company could tap to develop and operate AI he
originally brought the idea Microsoft asking it to invest upward of a 100 billion but in the wake of an episode in 20123 when Alman was ousted from the CEO perch for five days the tech giant bed says get your get it together guys we're not putting up a 100 billion for a guy
who can't hold on to his job he gets upset it's so funny like this so much drama here uh Alman soon found Partners one was SoftBank uh Alman had known him since his white commentator days second was Larry Ellison uh longtime friend of musk who was hung out to dry when xai
pulled out of a Texas data center project that Ellison's company Oracle was working on Alman agreed open AI would take it over the project grew into the foundation for Stargate I didn't know that that it had originally been an xai project but then I guess musk wanted
to do the the data center like himself and like own the whole stack isn't isn't Ellison heavily invested in X I don't know yeah I think so I mean they're all super conflicted and like you know it's all just likeing his tail over there yeah so he I think he put in at least a
billion okay look that up and I'm going to keep reading in December masayoshi son played golf with the president elect at Mar and announced his intention to invest $100 billion in US infrastructure projects alongside Trump and letnik their press conference effectively
previewed Stargate without making any of the details public which ensured musk still didn't know about open AI involvement here here's a here's a great AI over overview a Gemini overview okay uh quoting uh you know using the Washington Post as a source Larry
Ellison co-founder of Oracle invested $1 billion in X however as of September 2024 he lost lost 720 million of his investment according to the Washington Post which clearly he didn't lose his investment he had he had a paper mared down but now it's back up so very odd
going to have to put the Washington Post in the TRU Zone and so Alman goes to the inauguration facil festivities he doesn't sit with the other Tech CEOs alongside musk there was like the high like you know the real like killers were up there with like Zach and bezo and
musk were up in like kind of a balcony area and then Alman was down with Theo vaugh and Alex Alex Wang yeah it was a bunch of cool like little micro Crews I think Jake Paul was over there for some for some reason uh the next day Alman and his Partners arrived at the White
House where they were more fully explain their plans for Stargate to Trump trump told the group he wanted to go ahead with the announcement the new president loved that they were aiming to invest 500 billion during his term a number sure to make headlines it makes sense he
wants a lot of jobs wants a lot of economic growth spend the money in America uh and so uh musk gets upset he's fuming to AIDS about how the partners didn't really have the funding lined up for the project he called it fake on X musk was already plotting a counter move and had been considering
making a bid for the nonprofit musk said he was inspired to make the bid because open AI was in the midst of a for becoming a for-profit company and he believed Alman planned to undervalue the asset of the nonprofit which would become an independent charity with a
stake in the for-profit but musk's more Primal message was for investors let's go to war with samman uh Alman was at the Paris AI Summit when news of the bid broke and so he got he got like TMZ a little bit with you know the reporter saying hey what do you think about this
and he's like oh my God like I can't deal with this he basically was saying like I just want him to stop really bad that was that was the immediate take and so he said opening ey is not for sale and the board has unanimously rejected m Mr musk's latest attempt to disrupt his
competition said Brett Taylor chairman of open a board I thought Brett Taylor's building an a company separately I guess he is I think he's probably doing both um any potential reorganization of open AI will strengthen our nonprofit and its
mission to ensure AGI benefits all of humanity open ai's rejection comes as no surprise says musk's lawyer Mark Tober off musk had said he wanted to save the company from the dangerous direction in which his co-founder had taken it it's time for open AI to return to the open
source safety focused Force for good it once was he pronounced we will make sure that happens Altman responded in his signature nice brand of nice guy savagery per per probably his whole life is from a position of insecurity he said on Bloomberg TV I feel for the guy I
don't think he's a happy person I do feel for him wow like wild because I think if Elon Elon would tell you I don't want to be happy don't use that don't use that metric to eval like to to try to judge me right yeah his motivation is to put a data center on
Mars yeah that's true anyway absolutely Wild Well we got some breaking news thank you to Ben for surfacing it uh from perplexity okay who's also they've been in the timeline recently because um they're fighting it out everyone's in the trenches perplexity CEO likes to use
Sam alman's replies as marketing engine for complexity it seemingly uh his strategy now so uh perplexity says today we're open sourcing R1 1776 cool name got to give him credit for that a version of the deep seek R1 model that's been post-t trained to provide uncensored unbiased and factual
information to keep our model uncensored on sensitive topics we created a diverse multilingual evaluation set of a thousand examples using human annotators and specially designed llm judges we compared frequency of censorship in the original R1 and state-of-the-art llms to
R1 1776 you can see a chart uh Ben if maybe you can pull it up or or we can do it in post we also ensured the models math and reasoning abilities remained intact after the uncensoring process Benchmark evaluations showed it performed on par with the Bas R1 model indicating that
uncensoring had no impact on core reasoning capabilities that's cool um so I mean hot take like I don't really care about censorship in llms all that much because like I how many times are you doing you know research on the TN and Square massacre like you know it's like
yeah most of the time I'm like make this recipe list or like you know pull some GPU data together or you know something that's like it wouldn't even be censored either way but uh it's cool that they did it and then 1776 obviously very American branded very uh you know
American dynamism coded and uh probably like a fun stunt marketing stunt and it's good because there was a lot of like is deep seek secretly bad and like poisoning it so I like that they like did the work to go CLE it up I think that's cool so I think perplexity can be
very useful yep I don't use it a ton I use it from time to time I find it I find it can be fantastic it's just more so the friction of opening perplexity and and searching ends up being high for a lot of the sort of faster you know I just opened Google search and and I got
the information I wanted even though it was like you know I asked how much did Larry in invest in X and Gemini like botched it and like gave this highly politicized answer but I still got the data that I wanted so I think perplexity would have done a much better job of
that and I should probably just like start you know using it more um but overall like their product strategy right now feels very reactionary like it seems like the CEO is sort of like watching what other people are doing figuring out how to make it about them
right hey here we have our like we we basically made R1 into a better consumer product for Americans look at us and he's launching their their sort of deep research competitor which again even karpathy was saying you know not not quite on par in terms of how people are
using deep research broadly today so yeah um yeah overall you know just focusing your messaging on on your your top competitor your former boss's reply section I'm not uh super super bullish on that strategy what's interesting is plexity does have another feature or
like tab that I actually think is really cool and I was super bullish on but then I didn't wind up using all that much it's it's an algorithmic feed of news stories that are AI generated so like the top story for me is grock 3 which obviously I'm interested in talking
about and then you click on it and it shows you a bunch of sources and key features and it's very nicely organized and it's not like super ad ad riddled and stuff and I thought this was really cool but but at the same time like I would rather experience the grock 3 launch on X in like the messy timeline
and so I haven't been using that as much as I thought and we were talking about this yesterday like is there room for a new Hacker News or a new uh a new uh Tech Meme and perplexity kind of built it I think they did a great job on product execution in that tab I think
it's quite good but I think that in 2025 people want a feed that is more chaotic more combative more uh more comedic entertaining entertaining exactly so I want to see the actual live stream that I can just go watch the the the definitive Source I want to see the
community notes I want to see karpathy and then I want to see growing Daniel mimit and I want to see run respond and I want to see yakine respond and I and I I like getting my news that way honestly more than hey there's this sanitized AI summary that's helpful but it's not as
fun yeah it's interesting so I'm looking at the uh like free productivity charts right now which a lot of these um AI apps are are under productivity so perplexity is at 26 grock's at one chat gbt is at or sorry grock's at two chat GPT is at one and so this is just a in
the app store right now no way this is a snapshot a moment time Deek I thought they were going to destroy everything deep seek is number three okay and then perplexity is down at number 26 behind things like HP SM their printer the ring tones maker the Ring app um you know
random vpns uh speechify is actually ranking Cliff my boy have you met Cliff the founder spe do yeah you would mention that so beast beast on the so perplexity is 26 they have 127 rankings chat on AI which is basically an open AI alternative has 194,000 rankings and is
only at 28 this is like a seemingly like noname you know sort of the most blatant rapper that you can think of um so I don't know I I I think that I don't see this model getting them to in the be in the top five so to me if they're if they're you know launching R1
1776 do consumers in the App Store actually care about that because if you're competing with Google you need to not be worried about how cool X is going to think your product release is and more so how you go from 26 on the charts to top three right if you actually want
to be competitive he clearly wants to compete with Sam every single day he's responding to Sam so I think um I think this launch is super cool I definitely want to play around with it but um you know at the end yeah I've honestly seen the same thing on on uh in oddly in the
nicotine pouch world where I've seen like people be like oh I'm launching a new nicotine pouch with like an American flag on it and like okay it'll get like you know a thousand likes on X and then it's like okay like do you have $10 million to spend with 7-Eleven Walmart
and uh you know quick trip to actually get your product in stores it's like the the the thing that actually drives like the the adoption Loop is like completely separate from like popularity totally and it's just yeah yeah it's interesting I I Wonder like perplexity I think is
cool because like they're not just doing the vanilla like we're just doing another chatbot there's already 17 of those that have like billions of dollars at least they're trying a different product instantiation I think that is cool um but but yeah I I I do Wonder um
how they can get how they can get just more how can I fit it into my life and how it can really get to you know solid traction uh and yeah I mean maybe speed you mentioned speed like if it was fast F than Google and it was something that I could make my default search in Safari
on iOS somehow the challenge is if you're sitting in Google Chrome working it's always going to be faster to hit command and immediately start searching now now now if if Arvin the CEO of perplexity made a compelling case on X that I should go into my Chrome tab
and reroute the default Chrome search to perplexity and showed me to do that I might do that and and try it see how it goes but it has to be a faster product than Google and Google can continue to make that super hard or they could just say you're not allowed to build
competitive and again it might not be like an actual consumer like viral growth strategy like it might not it might not really yeah anyway should we wrap up grock I think we did a full Deep dive yeah that was great now you know where where are we on time we're at 1220
an hour and a half okay well let's go through some timeline we got a bunch of good stuff we by the way yeah I'm loving the new layout yeah it's great yeah thank you for the the comments on it we're trying to make the show better every single day in different ways uh
sometimes we wake up and with a bad sleep score but we're still actually had actually how those sleep had I got to know yeah I went to bed a little late I got I'm sure I'm getting docked let's see I have to give I have to give a little anecdote o 82 I got destroyed I
got 83 642 can you imagine if can you imagine if they were just like in the background listening like adjusting them to try to make us like super competive wait what' you get I got 83 83 you beat me I beat you by one no but so last so I made a mistake this morning I got up at
5 yeah uh my e sleep warmed my bed y like five you know whatever to to so that I I was sort of like waking up naturally yeah and then at 5: it starts doing the vibrating alarm which is really nice the issue is that I snoozed the alarm I didn't turn it off and then
I just got out of bed and I left and so I was in the car and and she's texting me being like please turn off your alarm uh which is funny CU normally people are like turn off your alarm because you're still sleeping but turning off your alarm because you're already out already in the car it's
great but the it's it's you know connected via Wi-Fi so I was able to just like turn it off I mean for what it's worth I think I still like the E sleep got me to a place where even though I didn't have the best night's sleep it went a little bit further the
six and six and 3/4 hours of sleep I got were fantastic fantastic but I'm ready to lock in tonight started that point by saying are we actually are genuinely focused on how do we improve the format of the show every single day there's the format there's the camera lighting
overlay um so thank you to everybody that gives us feedback uh we see it in the chat we see it in the DMS comments Etc trying to make it better every single day forever um and uh yeah it's a fun Journey keep grinding let's get into the timeline let's go to Paul Graham uh
Andreas kinger says this picture will be framed by dads everywhere says uh Paul Graham says every time we come back to Silicon Valley my 16-year-old son gets a massive dose of cognitive dissonance when he notices that apparently smart and reasonable people seem eager to
obtain something he's convinced is utterly worthless and someone says interesting what's that and he says my advice it's like he set this up to go viral like he it's like he almost framed the first tweet to be like somebody's gonna ask and then I'll drop the bomb on
them yeah because he could have just said like you know my he could have revealed that it was his advice but it wouldn't have been as good and it would have been like maybe cockier or something I don't know it was a great post it was very funny great poster yeah and I don't know uh yeah I I don't have
a 16-year-old yet but uh it'll be interesting to see if he uh enjoys my advice at that point point we'll we'll what we'll do is is I'll give advice to your sons you give advice to my kids and they'll respect it CU they're like oh this is like my dad's business partner I
got to respect what he says so even if they go through that awkward you know uh Teenage period where they're sort of rebelling we'll still be able to you know deliver the also I mean I'm planning to go full reverse psychology and have all my advice be like move to
Brooklyn become a DJ yeah exactly like yeah just you're 16 I want you to be doing drugs I want you to be doing Boer room when I was your age I was doing yeah and then he's like I dad I'm going into the military and I'm starting a head I'm getting a job at Goldman
working 18 hours a day exactly exactly uh I don't know it's fun it's funny to see uh PG he he is he's been posting about his kids for 16 years you know posting through it he's been he's been posting the the the the dad it's good to see him come back he had that post that
many people were commenting on the fun of his room but you know he's posting through seem to be posting through it that's great uh let's go to David holes founder mid Journey he says the biggest frustration of a hardcore technologist in San Francisco is how many big
companies both tiny and gargantuan are kind of fake investors often can't tell the difference between story and substance and armed with a billion dollars it may take a decade for it to fail as an observer when those companies finally fall you expect to feel some
sense of satisfaction but actually you only feel sadness and a sense of waste searing dude I know exactly who he's posting about perhaps this is just the price we pay to live in a place that is so supportive of wild ideas and risky Ventures a lot of dumb stuff is going to
happen and we just have to be okay with it it's just emotionally hard it's like it's such a funny take on like oh I no no there's some there's some fraud or whatever and he's like and he's like you know most people would be like oh this is like you know bad for the economy or
wasting money or oh like I should be getting the money to build something real and he's just like this is just emotionally draining I love how Zen he is it's like it's so good uh anyway uh yeah it I think the real crazy thing is that is that like him lots of people in
Silicon Valley have identified the new crop of frauds yeah mainstream media silent they're not doing investigative journalism anymore kind of like a weird like hey maybe media like we need that hey maybe we need some investigative journalism like where is the uh I don't
know the the the the John KERO of this generation yeah uh I don't know if John K is like retired or still working but uh got to start figuring these things out mainstream media because there's some Bombshells out there right now but yeah I mean when when you think about
the high-profile hard tech companies right now that are yeah that are building that have a lot of hype that have raised a lot of money the challenge is you know what he's saying is like yeah if if you are a well-versed Observer or you have any type of like you know insight into the company you
can kind of point out like what he's saying of great great story not a lot of substance right which is what he's pointing out and that by itself is not fraud right like you can there are plenty of companies that have great stories and just not a lot of substance
right maybe they're building something and they're just not a very good version of it but they still you know continue to raise money yeah I mean in the in the like post.com World there was a guy named Barney pel who started a company called Moon Express who was trying to
deliver like basically build a moon Colony great story raised a bunch of money didn't get anywhere it failed and it wasn't a fraud it was just like like all the investors were like obviously bummed but they were like yeah like I wanted you to try to build I I don't
know it might have been a legal thing but I uh but but I'm pretty sure what happened I need to actually you know deep dive the company but um but I'm pretty sure it's like yeah if you if you're as an investor there's a lot of times when you put money in a company
and you're like hey I wanted you to try this and I know that it's a 10% chance that it works out and if it fails yeah no hard feelings uh nille in the chat says Hindenberg meets Hindenberg research meets the information oh yeah would be somebody does that it's it it
would it would get uh you slap that behind a pay wall and and you'll be you know have have some nice Revenue in no time yeah yeah it's great uh everyone says well articulated it's not ideal but the Alternatives feel worse there does have to be a way to improve anyway let's move on to Matteo
over at eight sleep he says it's so exciting to see eight sleep on TV during the final of the Premier padel in Riad supporting the number one team in the world of coo and Topia I don't know that much about padell but I think it's on the ground no Patel padell is the cool
version of pickle ball not to throw too much shade at at uh paler uh paler pickleball paddle I I I think it's great if you're you know doing paddle esque sports but um yeah it's just a faster higher paced more athletic uh more intense version boom boom got your a SLE
hat on there thankfully I caught that that would have been that would deep embarrassing I never would have recovered but yeah I mean it's cool that eight sleep is I mean it's such a fun brand cuz like yeah it's a consumer tech company hardware company but they get to
and play in F1 and and pro sports teams and it's uh yeah it's a lot of fun anyway getting eight sleep it's a no-brainer we love eight sleep here uh speaking of other sponsors we love let's move on to ramp uh Aaron says this is why I love ramp and he's uh quote
posting ramp's official account it says last Friday our team attended the Eagles parade in Philadelphia for some on the ground journalism what we found might shock you and they have all these they did this funny video like uh you know people with ramp signs at the
Philadelphia celebration it's great they're they're really they're getting so much out of the Super Bowl ad it is crazy I guarantee this thing is Roi positive uh which is more than you can say for a lot of and it shows like taking that Scrappy approach of saying hey we made this big investment but
let's make the most of it I guarantee you Doritos ran their ad and they were like cool like pat on the back see you next year yeah um and uh py pak's a big uh Eagles fan I think he grew up outside of Philadelphia he'll correct me if I miss that but uh yeah love love to see
Philly fans you know get a win having fun yeah that's great uh well let's move on to uh a bezel Deep dive we got just add on add on ad now these ads are brought to you by I can mix in some reviews that have ads in them okay yeah yeah let's do that let's go some reviews
ad so in the reviews are presented by adquick by the way to be clear the best way to buy at a home ads for your startup so I got the one I honestly every time I read these ads it just makes my heart sing it's get better every time so I haven't seen 0o to one
but unhinged by somebody named John uh the technology Brothers podcast isn't just a show it's a Founders Dojo a 10x brain Gem and a capital allocator confessional all wrapped into one every episode is a master class in thinking from first principles moving fast and
breaking every Norm except the ones that print cash amazing John and Jordy don't just talk Tech they talk trajectory listen long enough and you'll either build something great or realize you never had the stomach for it in the first place but let's talk execution you
know what else requires ruthless efficiency managing your finances when the system wasn't built for you that's when purple comes in so this is a really cool startup purple is the First Banking and benefits platform built for the disability Community because fintech forgot millions of Americans who
actually need financial tools built for real life checking accounts EBT Integrations uh AB able savings all in one Place purple built the Mercury for people with disabilities because dealing with Social Security makes raising a series a look easy check it out at withp
purple.com cool that makes so much sense yeah yeah all of Tech wanted to focus on how do I reinvent the AMX you know like uh Platinum Card how do I make this cool credit card that has like restaurant reservations meanwhile like massive opportunity sitting here with purple to
just build tools for this you know narrow uh you know subset of people who will switch from their primary bank and you imagine that most of the people that are feeling that frustration are not immediately like oh I got to go bu to start up whereas you know a lot of like
obviously like ramp isn't a highly competitive like they need like IMO gold medalists and like the best Venture capitalists in the world and like tons of money and and team members because everyone who's built a company has thought you know I need better CFO
software right and like uh expense management and in corporate cart so going to be a very hot Market this is like a place where you could actually probably go in break in make a statement and then and then grow your business off of that so I I I just think that's
fascinating and that's just something that like it would never come up at a market map it would never come up in like a brainstorming session you're not going to hear some thread guy say like hey sells for a billion somebody some VC will be like we need the market map for
disability Tech so awesome thank you John for the review I got another one and then we'll jump into some other ones Relentless Alpha by username I'm having fun five stars the technology brothers are at it 5 days a week consistently delivering fresh Alpha right out of the
oven on the most relevant news in tech let's go it's like taking a peak into the elite group chats you've never been a part of with two to three hours of top tier daily content from the Brotherhood I no longer have time to catch the latest flop guest rotation of the week
on all that's brutal brutal but there have been some flops lately um even though nval went on I thought that was cool oh yeah I got to watch that one this review is sponsored by psychedelic science the premier psychedelic conference globally hosted in Denver
this June don't miss 300 speakers covering the latest breakthroughs in psychedelic research alongside 12,000 attendees Mark andreon can Yap about iasa one-shotting Founders all he wants but just because it's no longer contrarian to be into psychedelics doesn't mean they deserve new found hate
from Silicon Valley I think that's correct they're not without risks and they're not for everyone but there's no debating their immense potential for healing creativity and let's be honest fun register today to learn about the latest psychedelic research policy and
culture this summer uh great great uh he sort of uh predicted any push back from our audience and just nailed it uh sounds very cool I imagine like this seems like something Tim Ferris would would uh attend or speak at I wonder if he has already but um very cool thank
you to I'm having fun great username for uh a business like that yeah yeah very interesting uh any others we got more I'll just rip through them again spons this one's also sponsored by adquick okay let's go this Rie is and then there's also another ad in there for a
separate business cool um uh no wonder this is from Cody ases no wonder everyone I I know told me to watch this if they said X is ah head of the world John and Jordy are head of X they take the largest Feats and most interesting developments from startups and BC to
broader technology and business then extract it into an engaging and easy to listen to format couldn't recommend this podcast enough to anyone who needs a quick and easy way to digest the biggest news you won't find anywhere else I also heard they're the most profitable
podcast which is no shocker this is the the the obvious spot to advertise your company or uh any news you have so actually didn't Cody didn't put an ad in here uh that's my only critique he was he was talking to us about open ax his company is very cool and I believe Cody
is also a car guy who I I he's maybe rebuild I don't want to get it wrong because it' be very offensive but uh AMG Hammer he's a hammer guy he's a hammer yeah and so uh this is like one most like legendary uh Mercedes um kind of like Mercedes muscle car essentially
like I mean fantastic driver's vehicle uh and uh I think he's restoring rebuilding modifying recreating one uh um but he's invested a ton of time and uh obviously deserves the respect of the Tech Community for his uh for his incredible Automotive Innovations yeah and I got the last review which is short
but perfect uh from username dude what's mind say on Friday he says uh fpjourne of Tech podcast five stars let nothing more needs to be said um fantastic review fantastic do another review put an ad in it I feel like we need to give back for for that well
speaking of watches we got a promoted post from bezel let's talk about the Rolex Day date the president in 18 karat yellow gold with a factory Diamond set bezel and green lacquer dial just landed on bezel uh this isn't just a watch it's a status symbol a power move on the wrist
let's break it down the watch of the elite launched in 196 uh 1956 the day date was the first watch to display the day and the date in full and so if you don't know about watch complications you can kind of think about it in there's a hierarchy here you add each complication
up you start with the time only just got the time on your wrist then you add a date complication date just just tells you the date just the number then Day date is going to tell you it's Friday the 26th it's Tuesday the 18th uh then you can get into more Perpetual
calendars which keep the time out for years and years and years annual calendars which are right for 364 days of the year and then you have to reset uh and then you get there's even an eternal calendar there now that goes out like a thousand years or something and
then there's moonphase complications all sorts of complications and so uh but the day date is great because you just look down you immediately know hey it's Tuesday the 18th um and this is the watch of the elite uh it's been the go-to for president's SE CEOs and anyone
who needs their watch to say I make decisions that matter I love it why is it called the president the first US president to rock the day date Lyndon B Johnson by the late 60s it had earned the nickname the president's watch that's pretty good marketing yeah is worn by world leaders Mogul Power
Players this watch run things uh Rolex doesn't make the day dat and steel only precious medals that's the rule this one 18K yellow gold forged in rolex's in-house Foundry because even their gold has to be better than everyone else's it is a factory Diamond set bezel pure
opulence you know we love opulence here there's a difference between aftermarket diamonds and Rolex diamonds Rolex hand selects and sets every stone under strict standards meaning this bezel isn't just flashy it's Flawless green lacquer dial this is rolex's power color
Rolex green equals money Prestige and Legacy the Deep lacquer finish on this dial gives it a richness that pops against the gold and so like a lot of people see these watching oh Rolex it's just like so expensive and it's just such a flashy thing like I I enjoy this
stuff because I'm a nerd for this and I think it's really cool that like even the most minor little details have a story and and and there's some sort of it's it's it's as engineering minded as anything else and so that's why I'm excited about I think you need a day
date soon because the first time we met I distinctly remember asking you at some point I was like wait so do you want to be like the president someday that I was just like I was trying to figure out like what you wanted to do turns out it would be a podc podcast
but you know that that's a well trodden path the reality TV to the White House is is well established at this point um but yeah uh also if you've seen Glen Gary Glenn Ross the watch that Alec Baldwin wears is a uh gold Rolex uh day dat presidential uh and he pulls it out
there's this iconic scene where he says look at this watch this watch costs more than your car he says coffee is for closers always be closing that's where that comes from and that was another movie I think in the 80s or maybe '90s that popularized the the presidential
Day date even more and the presidential bracelet is particularly special here uh it's the ultimate Flex it's the three link bra president bracelet was designed specifically for the day date it's smooth seamless and also hides the class because true luxury is effortless it's
one of the most comfortable bracelets Rolex makes so would you wear it let us know in the comments think you can pull it off head to the bezel app download it and it's yeah there you go oh look at that I mean it's just so iconic uh do Jordan do you know about uh how you
should tell if you should wear silver or gold are you familiar with this the the veins thing no I'm actually not so there's this thing where uh a lot of women know about this with makeup there's this idea of like if you have warm undertones or cool undertones and then and then for a woman
you should match your foundation to that and so there's this there's this critique that's going on on like Instagram right now that I randomly saw which is like uh Republican Woman makeup is like their I guess the left is like critiquing Republican women for doing
their makeup wrong and a lot of the things that they get wrong is that they have cool undertones but they're using warm foundation and for men often times it's it's if you have cool undertones you're better off with silver and if you're have warm undertones you have you
you're better off with gold and so the way you figure this out is you look at your veins and if your veins look blue you have cool undertones and if they look more green you have uh you have warm undertones and so the classic example is just like you know I'm
obviously like Swedish and very like Northern and so I have blue undertones blue blood and and more like Italian guy is going to have Greener undertones and that Italian guy is going to look good in gold right and so when you think about the you know the the mafia guy the
Italian guy the Tony Soprano golden he's going to have more green undertones and that's going to lend itself to being able to rock a gold watch now I recently bought a not even a real gold watch just a just a watch that happens to be gold I think it's maybe goldplated uh but uh
just to try it on and see if I can pull it off because I want to dip my toe in before I really try and go full gold but uh for now I've been sticking with silver and uh I've been very happy and I think it matches my tones and my colors and my style same here I'm glad that uh
I'd never even heard of that rule yeah but fortunately I'm blue I mean it makes s like look at you and we're we're both Rock and silver exactly um nice well let's move on to the promoted post you got you got to Stage these out well I mean this is like yeah it's an ad for
public but it's really a blog post that we would talk about on the show anyway uh it's from their founder and coo Leaf Abraham uh he says we ship a lot in all areas of Business by the way obvious he has a very unique uh Casio which we'll have to have him on the show sometime to
to show it off but anyways he should have used the Casio in the picture here oh yeah totally yeah we'll have to get him on bezel and see what he picks out um and so he says we ship a lot in all areas of the business it's obviously cultural and one of the philosophies we
Embrace is what we call Pace management and I thought this was an interesting uh little uh management tip for for Founders uh because Leaf is obviously running like a very high performance organization and he probably has some interesting stuff to share and so he
says time is the most precious precious resource we have and we must ensure that we manage it well a new method we will be talking about frequently that that you all should should embrace his Pace management this was actually just an email that he sent out to the team uh
and so it's kind of cool that he like published this after the fact this is a good example of going direct just like he didn't he's not like becoming an influencer he's just taking content that he's already writing exactly and then just publishing yeah so he says as a
manager you are responsible not just for the quality of the work but also for the speed at which it gets delivered Time Savings compound dramatically over time letting time slip away cost everyone money not just the company but everyone of your co-workers here's how manage
Pace you got to take ownership of the pace drive the pace of the project despite knowing that the urgency you instill might make some people uncomfortable at times you got to break this project into small manageable pieces you need frequent deadlines with quick check-ins let's regroup next week
is the enemy check in with the group progress at least every 48 hours I like this this is the uh this is the kissaka thing like people ask oh when do you want this Q2 Q3 Q tomorrow wasn't that what he said Q Friday how about Q Friday I like that that was fun and this is
very similar yeah check in more frequently don't don't throw things H yeah yeah next week uh keep teams small make sure every person knows exactly what they are responsible for and that everyone on on the everyone else on the team does too and then Project Specific
channels sometimes it helps to create Project Specific channels dedicated space allows for focused discussions even on the smallest details so some good uh some good advice from Leaf over at public and if you're looking for a portfolio you're building a company and you're
wondering if you're going fast enough yeah well we're doing we went from one day a week to two days a week to three days a week five days a week eventually we'll be doing eight nine 10 days a week 10 days a week we go uh let's move over to Sam Alman uh
he's thinking about open source and stuff he asked X for our next open source project would it be more useful to do an 03 mini level model that is pretty small but still needs to be run on gpus I thought you were saying he asked Rock I was like I thought Sam was asking Rock for very
funa or the best phone-sized model we can do and uh this was sitting right at 5050 and then Dylan Patel chimes in from semi analysis he says I can't believe X users are so stupid not voting for 03 mini is insane you can literally already distill 40 Claude 3.5 deeps V3 into
sizes that will run on phones and it's just funny that like yeah obviously like that the hackathon kid kind of generally continues to be a dominant poster phenomenal phenomenal uh and uh should we report a murder yeah this one needs to be reported you you you do it that's too
good all right so this is from BC Braggs he says I'd like to report a murder uh Delian says I've ended up leading more rounds in the last four months than the prior three years combined not sure what it means but I guess we are so back question mark chth says means you've
deced decided for whatever reason that time diversity doesn't matter in con portfolio construction spoiler alert it does Delian says ha thankfully not too many 2021 Spa shares in my portfolio construction either quick 10x ratio quick work um this this one this one I
I'm I'm surprised that you know maybe chamath was down to get raoed and and just felt like you know becoming a a supporting character in the timeline for the day but coming for is the most dangerous thing you're playing with a Cobra on the timeline yeah Cobra and
then also and then also trying to critique somebody for portfol time-based portfolio construction where chamath you know basically spearheaded the largest investment into this like novel you know sort of financial product into highly specul speculative companies at in a
very condensed time period so it's just like kind of set yourself up for that also is j a seed investor like has he done seed stage investing I don't think of him as like seeding big in the other Gro the gr as as at seed I think so I think he incubated didn't he i i i i purely think
of him as like grow stage and like uh spack guy now uh but maybe he does but like yeah Delian like you know I I don't think like if you're doing seed deals like the time based portfolio construction M yeah so he put 10 million into grock g r o Q which was a Google
team that spun out yeah I I saw a funny thing about grock with the Q uh everyone's talking about grock 3 which has a k and Harry stebbings is like here's my interview with grock CEO and it's the grq so he like knew that he should drop that to like you know Farm
off of the energy or something that people would pull over I thought that was funny anyway uh let's move on to uh the new president of Syria I thought this was funny uh this guy had quite the path Buco Capital bloke say intern alqaeda then associate Al qeda
then Senior associate Al qada then Insurgent at varius and then president of Syria and uh this is from an interview that the new president of Syria Ahmed Al Shar did uh with leading some small YouTube channel I guess uh and they said and he says I joined Al Qaeda because I was a 19-year-old and
there wasn't any other venue to take part in politics also because I want skills and experience I already built all government institutions in idlib before the offensive this ensures we can immediately take over and prevent Anarchy and yeah uh I mean obviously
like you know the American propaganda during the war on terror was very much like oh it's like a bunch of like terrorists and caves they're just like completely running around but it's like no they have time sheets they have time cards and they have to-do lists and
tracking and inventory management and payroll soft yeah and like uh what What's the big one uh like what the net Suite Erp basically um and yeah I mean uh the these like large terrorist organizations are like there are I mean he's obviously joking with like the
intern associate senior associate but there are like career paths and like tracks that you can like move up in yeah it's it's it's worth noting that if you look at terrorist organizations or drug cartels you don't become these sort of nation state level players or you know
multi- multi-billion dollar Enterprises without being highly organized and having real leadership hierarchies and stuff like that that's why I've joked before about Pablo Escobar being the greatest cpg founder of all time because even if you told somebody you can break
every law under the sun they would not be able to bootstrap a company to 2 billion of annualized Revenue in in a decade right we got to put deep research on this or the fans uh uh Jordy and I were on a call with David sen last night from the founders podcast and we were
debating how big was uh uh like like just the cocaine industry I guess like how would you Benchmark that I Big Oil big tobacco what's the T what's the market size I was arguing that uh it was probably over a trillion dollars in like market cap if you applied some sort of price to
earnings multiple on however much money is going on what was the total revenue how big of a player was this guy and uh should you put I I don't know why I'm blanking on his name uh who's the greatest cpg founder again Pablo Pablo Pablo Escobar uh should you hang his
jersey in the Raptors uh of I mean certainly greatest criminals of all time but uh you know how big was his Enterprise and I wonder I wonder how many employees he had working for him if he really like mapped out the entire org yeah is it like thousands or tens of thousands but
imagine if he could get the same revenue on that 22 billion as figure he would have aund potentially whatever comes after a trillion quadrillion quadrillion a quadrillion quadrillion yeah uh anyways I got another post here from AR for rock uh if you're not following AR for rock
um great poster he's come out the gates sharing sort of behind the scenes on rounds that are getting done he'll typically talk about around two to three months before it gets announced so uh his point of view is that he does it to help make rounds more competitive
because you can imagine if you're a big uh capital allocator and you see R for Rock Post such and such round getting done and you hit hit up your associate and you're like why haven't we seen this yet you like get on the phone with them and so definitely I'm sure helps got do
some sponsored posts with him momentum no I think we should have him on the show for a segment where he speaks through like an anonymous like voice you know trans you know some some make him sound uh like Steve J or something like that and then just talk about um you
know all the stuff he's seeing but he's got an update here this was under reported uh USV came out with a new core Fund in 2024 they have historically taken you know uh the approach of staying small focusing on returns focusing on the real craft of venture and that they're not sort of a high
volume investor they're making a handful of new bets typically doing them you know very early and so he outlines like their total Fund performance uh which their first Fund in in 20 uh 2004 was about a $100 million fund it uh it they it ended up grossing $1.5 billion dollar
so uh almost a close to a 15x there uh and then you just go down the list pretty much every single fund except their 2019 opportunity fund which uh for those that don't know an opportunity fund is more hey we have a bunch of early stage companies that have done well um and so
the 2019 opportunity fund is the only fund on the this list that isn't like top desile basically and it's sitting at 1.3% ir and you have to imagine they they sort of deployed that fund at the absolute top into their companies that they knew already that were good
companies that just were kind of a little bit frothy so um anyways could still turn around who knows um but uh you know one of the goats certainly the the New York City Goat uh almost deserving of a place in the Holy Trinity but hasn't quite scaled and had the impact
yeah haven't hasn't scaled yet um cool to see though you got to leave it as a Trilogy you can't can't make it quadrilogy it never works um well let's move on to promoted post from Wander uh we got a great spot up in Big Sir Jordy have you been to Big Sir I have I've
driven through it some of my Fondest Memories as a kid are from Big Sir I went up there with my family went uh inter tubing down the river I remember that really fondly uh Founders fun just had a big event out there for all the defense Tech folks it's really it's
really California at its best right it's Coastal it's rugged you've got the mountains meeting the sea it's totally fantastic and beautiful photo here what's cool about the wander is that you know there's going to be fast Wi-Fi so I feel like we can go stay there we can
still hit uh hit you know stream and not worried about reliability it's actually we're not in a wander for pmf or die unfortunately and that's been like the number one issue is like we're trying to stream HD video uh and and so showing up to an Airbnb and not having you know
quality Wi-Fi is a terrible experience wander fixes that among a bunch of other stuff and so Zachary Slayton MBA says what a great weekend spent in Big Sir not only were the views and drive incredible but our wanderous made the experience just that much better great
experience great service amazing amenities highly recommended take a look share some beautiful videos and pictures and this is so funny because you know uh 18 likes pretty small post we love it it's a great post but now you're GNA get a video reply from this podcast Z
welcome to technology technology Brothers uh just you know basically going forward now that we're partnered with wander it's like anyone who posts about wander is going to get Random clips from us uh but we love the post and thanks for sharing because this is a
place where I might stay and I'm glad to see it on the timeline amazing um I actually have some more breaking news we got a company called high touch raises 80 million at a $1.2 billion valuation they came out of YC okay we'll have to ask Gary about them um this one came out
of nowhere I don't know what their last round was done at but um I'm looking on their site right now and they're already working with Spotify Aria Warner Music Group PetSmart Trip Advisor whoop cars.com pla ramp so they work with ramp so they must be great okay cenly gitlab
doyin greenhouse and they do like marketing personalization tools with AI um anyways um absolutely massive one it's always a number of times recently maybe it's a sign of a little bit of frothiness or just these companies are growing really quickly you hear about a
company for the first time when they're raising at north of a billion yeah and for somebody that's like highly tuned into um the the the sort of flow of new companies that doesn't happen that much yeah yeah I mean yeah you go back to like yeah like hearing about Ander roll
2016 like yeah their first round I think they raised $10 million and that was a lot but it's like they raised it everyone in Tech heard about it and it was I I don't know I don't remember the first valuation it was probably like 10 on 100 or 10 on 80 or something and then
now it's like you're learning about companies when they're already unicorns uh but also you know B2B you know kind of like you know under the radar Founders that's kind of nature of these things um but good luck to them and I'm sure there are some powerful metric
underneath that rise uh I guarantee it uh because the stuff's hot and there's a lot of marketing automation to do so uh we'll have to do a deep dive on them they'll be cool maybe have them on the show uh let's go to Blake Robbins he says careers are shaped by people not
logos and he posts he's been changing up his format I like this some screenshot essays more or less uh bringing stuff to the timeline uh he says at 21 I joined lllo Ventures with no experience in Venture Capital instead giving me a strict set of rules Jonathan Brett did
something that shaped my entire career they trusted me to Chase my curiosity they gave me agency when they had no every reason not to trust a new grad that trust rewired how I think about ownership risk and possibility I got lucky the conventional wisdom in Tech is clear join a high growth startup to
accelerate your career the logic makes sense rapid growth creates opportunities responsibilities expand faster than org charts and you learn by doing rather than watching but this advice misses something fundamental who who you work with for uh who you work for matters
more than where you work I completely agree with this it's like if if you have a good person that you're working with it's way more valuable than just the logo yeah yeah um and they Define your mental model for excellence uh Tech loves worship thing is when you're when
you're working when you're coming out of let's say you go to college you come out of school it's so hard to evaluate evaluate if people are truly world class like for me I came out of school uh I was working on a bunch of YouTube stuff working with Shawn and Connor at the
ridge I love them as people like they were clearly very talented but it actually took me five years and like to work with a bunch of other people to realize how good they were point and uh yeah it's been it's been it's been awesome to see but again it's so hard to
figure out like just obviously there are there are normal distributions and bell curves like all over even high performing organizations like the worst grad like the dumbest Harvard grad is going to be like way dumber than the smartest like you know I don't know
community college grad right like because there's going to be overlap in these in these uh in these normal distributions and and that happens within companies too he says Tech loves to worship company pedigrees X stripe xramp X andal these labels imply Excellence but they mask the real story
what matters is who mentored these people great companies don't create great talent by default it's the leaders within them who nurture ambition ch Cheng thinking and build environments where people thrive yeah there's a lot of people are like oh I was early at
this company and then you see some of the early photos and you're like why aren't you in that photo I had I got I've gotten absolutely cooked hiring for logo pedigree totally like not not every time but like almost 50% of the time uh and the challenge is somebody joining as
the uh somebody joining as the you know thousandth employee at an iconic company they could be great yep they could be great but not even have an impact they could just be great and of exist the structure and so um yeah you just got to really really press people and
not let them sort of slide into roles based on having worked at relevant companies I mean you think about the path of like locky groom who was not just like at stripe I don't even know if he was that early at stripe but he went into stripe and then very quickly became
like the money guy for Patrick yeah right and it's like he was running like their Ventures team more or less or like doing something with investing and then Sam Alman set him up with a fund and like it was very quickly he was on like a massive like you know high growth
thing and got a ton of a and that's very different from like oh yeah I went in and like I was kind of on a team that wasn't like super high performing and I just kind of like you know worked N9 to5 and like yeah what does what does uh Jeremy gon talk about like you want to
be like off the he he talks about off the org chart you know running the ventures program at like an at a compan where the founders care about that program a lot yeah yeah no meetings no no bosses but employed by the company that's like an ideal scenario if possible uh yeah it's fascinating
um big news massive uh promoted post from sou bees a lot of people want to check this out uh banksy's crude oil uh from the collection of blink 182's Mark Hoppus will headline the uh modern contemporary evening auction at sou Beast London on March 4th so if you're
headed over to this auction house uh check out uh the collection of Mark Hoppus from blink 1882 thought this was fun to share I know a lot of you guys in the in the uh in the community are uh art collectors and often atel the Beast so you want the head heads up and now
you know um let's move over to Bo yeah by the way Bo just texted me and said uh it it cracks me up how little John knows about UFC cuz you saw that whatever we talked about it yesterday so you're going on we're going on record right now John you got to learn about the number
one sport in America and uh we got to go we got to go to a carto I was playing up a little bit like but it it was very funny being that's great being like like who's this schmuck calling out my friend bow I don't know who this is like of course it's like a UFC guy anyway uh
great anyway we love him uh let's go back to wander Kyle tibits this is big promotion episode lots of ads sometimes we do a lot of bucket pull some we a lot of Deep dive sometimes we do a lot of bangers that's the whole point show well after this let's slam through couple posts get
here okay so uh Kyle says one of the best designed app launch at launch I've ever seen stoked to be an investor great do great job at the protector team so Nikita beer has been advising uh a company called protector which allows you to book book armed agents uh they're
debuting in Los Angeles and New York City at number three on the App Store and so this is uh kind of the latest Nikita project he pumps out a lot of stuff uh what what I I don't I think this is a company he's advising he's ading you know potentially through intro
so I thought this was interesting because back in 2014 uh Uber was really hot and there was an Uber for everything and there was a company that went through YC with this basically this exact idea it was called like bouncer or something I forget what it was called it
was like book at Uber for bouncers uh I sent it into the chat at some point um but you know maybe that idea wasn't it wasn't the right time for that but maybe this is the one um what's interesting is that uh disintermediation is always a risk with these platforms like that was
the problem with the dog walker apps is that is that once you find a good dog walker on a dog walker app you just say hey let's not use the app just come every week at this time uh and so that's always been a risk whereas with Uber like even if I have a guy who's reliable
to take me to the airport or like you you have a guy or like oh yeah I know a guy who gave me his card and like if I'm going out with friends for a long time and I want to rent it rent the the limo for the whole weekend or something like I'll I'll call him but you know I I'm
not just going to have a guy follow me around all the time yeah it really comes down to it really comes down to trust how much you know with with so I'm sure there's an opportunity for protector right just the pure novelty of oh I just called this
like armed security guard to where I am uh uh Jeremy talks about this right like there's lots of opportunities of take things that the wealthy love and then make them accessible to the masses through the sort of on demand platform so I'm sure there's a a market
opportunity for this I'd say overall again you call an Uber you don't care how who picks you up as long as the car is generally clean and they're fast whereas things like this security is is ultra high trust right so you you would much rather have somebody that you know
well and that you know has like great training and that you have a good relationship with because if they're needed in any way you know you want to know that can rely on that I I I think that maybe the app can actually do a good job there because if they're onboarding agents and they have a very
rigorous process um it's totally possible to have an app uh at the same time if the customers don't demand that you know that the apps will and the platforms will coales towards something that's a little bit sloppier but that's fine because if you're on a Marketplace
app and you're just like look I just want to be in Tulsa and I want it to be the cheapest thing ever and I don't care if the furniture is from Teemu like yeah there's an app for that um but you know this I it's it's kind of you know it's up to them how they curate the
marketplace um it will be interesting I have no idea how he got this to number three in the App Store so fast he's a master because there can't be that many people like you're telling me there's more people booking armed agents than booking vrbos there's ways there's way
so here's a potential way so if you use you know these sort of algorithmic uh feed to generate you know views on your content let's say you're producing a bunch of organic content and running ads there's ways to do these sort of like pre-download or almost like pre-ordering
the apps where you can like get somebody to say like I want I'm I want to download this and then when you release it you can drive let's say 100,000 one day and then you'll rank even though even though you know maybe the next day you won't you'll that I mean I I love
the idea of armed agents being on demand I think that is probably like a very good and thing and will increase safety and reduce crime which I is good uh but I would hate to live in a country where uh an an app for booking armed agents is more is more popular than nice vacation
rentals you know that's like a very black like our society is truly degrading if it's like oh yeah people are like like the gun app is more popular than like the gun store is more popular than the luxury goods store anyway uh good luck to the team awesome launch love to see that Nikita is
working with it uh very interesting to follow along and see where that goes uh anyway we got a promoted post from uh k uh there's a 2021 kic egg regera out obviously you're going to have to bid against Sam for this you think yeah you think they posted this knowing that Sam
would see it not be himself sure for sure you know they go for those that don't know Sam Alman uh loves KS he loves all sports car he mlar ABS absolute fiend fiend uh he he loves them you know as he says he's doing open AI because he loves loves it and he's also
you know buying cars because he just loves cars he's a simple guy very Pro Sam Alman the car guy that's one of the main reasons I'm he saying that he was using deep research to find this sort of obscure accur that I guess he was successful obscure it's an NSX bro one
of he could said I need to find one with with this sort of sure yeah that's true yeah anyway 0 to 60 in less than 3 seconds top speed of 250 miles hour if you're looking for a new daily driver maybe you work in AI maybe you just raised a billion did some secondary pick
up a kic egg yeah maybe maybe work at Peta and you're you see the money coming from the for-profit conversion and you're like yeah I'm I'm going to be rich pick this up let everyone know that you're serious about the for-profit conversion and when you pull up to the
investor meetings you're like really Peta and they're like well he's already got the coning segera so yeah he must be the real deal he must have a really good plan for how he's going to monetize this going forward so we'd love to see it uh anyway we quote tweeted this on
uh the pmf or die uh feed but we thought we'd cover it here just to throw a reply towards star starter story if you're not familiar with starter story uh YouTube channel that uh profiles does video interviews and profiles on uh independent Builders hackers uh uh
entrepreneurs and they did one on Blake our boy in the cage and so starter story says he taught himself how to code with chat GPT he built three iPhone apps made 10 million in avue we called him up and asked him to break it all down they talked for hours but cut out all the
fluff to give you all the alpha I love it and so there's 20-minute video uh Blake is an absolute Beast he breaks down a bunch of different business ideas and if you want to know more about player one in the cage you can watch this 20-minute video to get an idea of
who Blake is an absolute dog an absolute dog it is 107 how are we doing on time we're good cool I uh I think we should wrap yeah let's wrap pretty soon um let's go to Du lingo oh this is good uh Trey Stevens is doing an event on March 6th if you're in San Francisco Jo go check
it out uh Larie brazwell over at Kleiner Perkins another Holy Trinity Venture Capital firm uh she says join me on March 6th at an event with Trey Stevens where he he's discussing one of my favorite posts ever good choose good quests Link in comments hat tip to his co-author Mary Wagner
who's an absolute dog as well uh Trey is one of the most Mission driven people I've ever met as well as an inspiration for practicing Christians in Tech when Trey talks about both building great companies while also finding purpose I listen if you haven't read choose good
quests it's fantastic I highly recommend it uh I think he should turn into a book I hope he does uh but you can go hear him talk about it at this event and so go find the Luma and go uh go to this event if you're in SF on March 6th anyway I think that's a good
place to close out oh we got to talk about your bags uh you've been you've been killing it uh with Nvidia uh and somebody somebody had the same ideas as you uh McKay Wrigley says can we talk about how unbelievably stupid the market reaction to Deep seek was compute got
more useful and everyone sold literally today for grock 3 Elon goes oh yeah we bought another 100K of h100s and mentioned a new 1.2 gwatt data center nobody is going to buy less gpus and this shows that the the price of Nvidia is exactly what it was a month ago right
before the Deep seek drop and I think you bought the bottom I actually yeah when when deep seek launches Sunday they have their fake runup in the App Store uh everybody's sort of talking broadly about jeevan's Paradox and all this stuff uh it just seems like it was
to to for a company to go down 15% like that it just seemed way oversold and I have no idea what Nvidia stock does over the long term but yeah I just bought uh right as everybody was panicking and just you know back up uh you know up up 15% since then but uh they're going to
look easy making it look easy uh but we are in the news business we are in the casting business not the financial advice business so good luck out there stay safe avoid doing anything that your mother would not approve of well said have some good etiquette focus
on your manners have you coined that prop I'm working on it what would your mother say yeah too many that's my that's my current Philosophy for how you should behave yourself especially on the internet what would your mother say make your mom proud what would your mother
say about you launching that Meme coin and rugging it immediately what would your mother say about you getting in a petty fight with another technology leader publicly on a what would your mother say about you ask your date to split the check embarrassing don't do
that embarrassing you got to you got to dive into that one next time yeah we'll cover it eventually we're going to be doing big etiquette Deep dive big manners update giving you the the you know how to use each Fork uh how to tie a tie we're GNA be working on that how
to drive stick these things are important how to make your bed anyway leave us a five star review on Apple podcast and Spotify and uh keep watching us and expect a lot of new updates we're we're we're cooking we are cooking thanks for watching we will see you tomorrow see you tomorrow bye