Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit

28:12Let's talk a little bit, though. One more thing I want to bring up on the Google front. I went through, for this story, I went through their numbers. First of all, they had the first$100 billion quarter of its history in the third quarter. Search made up$56.56 billion. And it was just a couple of digits away from 67.67 billion. But if you have kids in the car, you'll hate me. Sorry. But it jumped. I'll stick with my vibes, Joe. 15%. It jumped 15 % in the third quarter. And why? So we both know that we all know ChatGPT has been doing really well. 800 million weekly users. Hasn't done in search revenue at all.

28:50And I spoke with Brian Weiser from Madison and Wall. He's a star ad watcher and analyst. He said this about the fact that OpenAI has not cut into Google's revenue, which should be obvious. But he goes, there is no competition, practically speaking, because it's not about the consumer. It's about the advertiser. There are two things that can happen, and they're independent of each other to a large degree in the short term. One is you can have more competition from a consumer perspective. But until there's a consumer operation, sorry, but until there's a commercial operation, there won't be any shift in budget.

29:24So because OpenAI hasn't built any added infrastructure, as far as we know, it doesn't matter to Google that people are using it. People are still going to spend with Google. Maybe they'll spend a little bit more per click. But basically, Google's continued to surge because there's still no competition for search advertising, at least from a commercial perspective. And I thought that was fascinating. Yeah, it's a good point because I'm deep in the whole geo AEO, like generative engine optimization conversation. and people don't actually bring up like there's a consumer side of it and there's like any number of studies showing.

29:57I actually do believe this Black Friday and holiday season is going to be kind of like the breakout moment for people finding products and doing shopping on LLM chatbots. But there's no business model on the other side. So if you're an actual advertiser, your money is still going to Google on search. So yeah, that makes a ton of sense. But when Fiji Simo launches that OpenAI ads product and we get our morning OpenAI pulse and it's just full of ads, then maybe there's going to be some competition. My hot take is they're going to need a completely different executive to build up. They're going to need like ad tech people.

30:37And so Fiji will run the consumer product side of things, but she's more of a product person. So, I mean, of course, I guess she had some ads with Instacart. No, that was a very successful part of the Instacart business. Like I would say they led that entire market, which DoorDash followed on very effectively. But like the idea that Instacart is an ad platform, she built. She made that a reality. So that's probably, you have to build the infrastructure. I was looking through OpenAI's LinkedIn yesterday trying to see like, do they have any ad tech people? I couldn't find any. huh well because it almost it's like such a like you walk into the open ai office and you're an ad tech guy you're not going to be you're not going to be well maybe they just do a partnership like i think netflix has done a partnership with a company like the trade desk which is yeah yeah so that could that could end up being now i feel they're going to build that if that's truly going to be part of your business but actually if you think about it sam altman again going back to that Gerstner interview started, you know, he says we're a cloud business, we're a consumer.

31:43He didn't say we're an ads business. So that, that should show what he thinks about ads. Yeah. That like, if you're saying things that you are nowhere near doing and are so out there as potential lines of business, but then something that is right in front of you, you're not even like pretending is like an important thing is a reminder, I think of how he feels. Right. And Google's going to be in good shape for a while. And here, this is from Bleeping Computer. Google begins showing ads in AI mode. Google has started rolling out ads in AI mode, which is the company's answer engine, not a search engine.

32:19If you pay for Google One, AI mode lets you toggle between advanced modes, including Gemini 3 Pro. Up until now, Google has avoided showing ads in AI mode because it made the experience even more compelling to users. At the same time, it's been slowly pushing towards

32:38towards AI mode in the hope that people get used to the idea and eventually use it as like a chat GPT equivalent to search. So that's coming. That's why Google's going to do it. As a consumer and a frustrated one, I'll tell you one other growth lever Google has is that remember for a long time tech folks, Gmail, when it was free up to a very large amount, Now you basically get pushed into having to subscribe to get enough space to actually have your Gmail account stay active once you're over like, I think, a terabyte of data, which if you've used it for 20 years or 15 years happens, and then you get AI mode as part of that.

33:15So I'm a paying subscriber, and it's a very effective way of nudging me. And I get a lot of emails and notifications around try AI mode. I just like we're going to be on the internet for a long time, I hope. I hope. just because if we're not, then something bad has happened to us. Very bad. Yeah. And just like, I'm just like anticipating so much of my like future paycheck going to Google and Apple subscriptions. It really frustrates me. But do you know what Google did? Well, I'm going to give a ton of credit. This actually like, again, in terms of rough vibes for Sam, the marketing launch for Gemini three was incredible.

33:54And like you saw Sundar. So first of all, they definitely seeded the conversation around, is Gemini going to be launched, Gemini 3 launching? Sundar quote tweeting with emojis, like kind of hinting and nudging, a polymarket, which again, and I talked about this two weeks ago, horrifies me from an actual capital market structure perspective. But it was funny and everyone got into it. The idea that like this is a publicly traded giant stock and your CEO is kind of like not leaking, but around a prediction market anyways. That's a whole other rant. But overall, like creating the buzz, which anyone who's worked in any kind of communications, like, you know, it's a combination of organic and like getting influencers to just start saying like Gemini 3, 10 things you can do that are incredible.

34:50And like they created more buzz than I've ever seen Google do. And even certain things were kind of cool, like spelling Gemini and changing the E into a three is kind of cool. And remember, this is a company that – Oh, you're easily pleased. No, no. Hold on. As a marketer, like it's not bad versus remember the days of Bard and Duet. Like they have come a long way. They've come a long way. They definitely have. And so that sort of leads us to, well, where is the AI trade going to go from here? Because Google is having a good time. The rest of the market, not so much. So we will break down NVIDIA's earnings and the state of the AI bubble, along with some other stuff like, may I meet you?

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38:54uh nvidia turned in very strong earnings this week and uh typically what we see in the ai trade is all the big tech giants they report earnings and it's like good or like some form of mixed and then everybody holds their breath for like a couple weeks until nvidia reports nvidia crushes and then we just sort of get back to a point where the ai trade continues to boom and of course like the S &P 500 after tanking for a good part of the year due to the tariffs has been up double digits, but is now kind of teetering and toying back about testing those single digit levels. So this is from the Wall Street Journal.

39:34NVIDIA's best wasn't enough to prop up a wobbly stock market. This journal says the artificial intelligence trade is still in trouble. Blockbuster results from AI bellwether NVIDIA sparked a furious rally from Tokyo to New York early Thursday before indexes reversed course and tumbled to the largest blown gain since April's tariff-fueled market turmoil. For a while, investors cheered this NVIDIA trade fairly big. It was up 5 % at at one point in the day and then dropped to down 3%, bringing the total loss of 13%. It's lost its 13 % since it hit the market cap of$5 trillion three weeks ago. Just back of the envelope math, right?

40:28If you're at a$5 trillion market cap and you lose 13%, what's that? Like$600 billion of investor money erased. So what do you think about this? The fact that NVIDIA could not save AI trade this time, or could it? I don't know what you're talking about. Well, so, okay. So specific to NVIDIA, not just the market overall, one of the more interesting things I saw after this earnings report, and I don't know if it's like on Twitter, as like having followed financial Twitter very closely for God knows how many years now, like you could see the sentiment shifting. in terms of like how people were looking at the numbers.

41:13Cause in the past it simply would have been NVIDIA crushes earnings. One of the things I kept seeing popping up was if you dig one level lower accounts receivable for NVIDIA are actually significantly higher than the typical past quarters. Free cashflow is decreasing or cash conversion of their actual sales. All these kind of like second order accounting metrics, cash metrics are actually potentially problematic. Basically painting a picture of, is this a company that's signing tons of contracts with people who potentially have certainly have not paid them cash yet and potentially can't? Again, this debate, it's like a nuanced one.

41:57It can go either way. But this was a major part of the conversation I was seeing. and the more I was reading into it, it's like as a pure sentiment thing because NVIDIA has been, a lot of this is on vibes and like NVIDIA, it's all been positive that they're invincible for a long time and in the same week, you have the Google training on their own TPU story, people starting to actually dig into their earnings a bit more. The whole circular financing conversation has been kind of simmering for a little while. So this is the first week I've seen all of that coming together. And honestly, the reversal on Thursday was nuts.

42:38Like you just pointed out from an Nvidia standpoint. One of the other things I'd seen was the S &P was up one and a half percent and ended up down one and a half percent. That's only happened three other times in history. Yeah, it was like this April was actually one of the days and then two days of the financial crisis. And then in 2015, there was one other day. So four other times. But it was a major shift in sentiment in the market. And it shows fear. And the VIX is up above 27, as we're speaking right now. Just a volatility measure. Volatility measure, which typically in markets is 14, 15.

43:16In times of crisis, spikes to 40 plus, like it did in April. Like overall, there's red lights flashing right now. And like, I think to me, the thing that's happened is in the past, just simply the technology alone and people just being excited about it was enough. And the amount of questioning about all these structures, like we've been for two plus years, Anthropic, are they actually getting cash or free cloud credits? How does that count for revenue? Like asking these questions. and now everyone is finally asking them. Right. Yeah, so it's interesting. So the journal had this quote from Tony Roth, who's the chief investment officer at Wilmington Trust Investment Advisors.

43:57He says, what stands out to me is the lack of any substantial shift in narrative to cause such a big shift. There's just not a lot of confidence in the market right now. But what you're suggesting is there actually was a shift where like the market, as it has been, you know, kind of on muscle memory, popped on NVIDIA's numbers. But then when people looked at the accounts receivables and started to ask, hey, are these companies that are promising all these, like OpenAI, let's just take OpenAI, for example. OpenAI, which is promising all this revenue to NVIDIA. And when questioned about whether its ability to spend that money gets all flustered.

44:33So you're suggesting is the market is sort of wising up to this and saying, hey, this isn't a sure thing. Yes, exactly. It's like saying 500, what, 500 billion in revenue next year is it's anticipating or some crazy number like that? Yeah, no, and exactly. And to me, again, the shift is people actually asking questions, whereas in the past, big number, Jensen can do no wrong. There's absolutely nothing like, who are you going to be the one to short NVIDIA? Like, it's gone on for a long time. And this is the first time I've actually seen from like many different angles, some actual pressure on the company.

45:08And it's not just NVIDIA. Oracle, right? There was a story in the journal about Oracle, which I think is long overdue. Oracle was an AI darling on Wall Street than reality set in. Here's the story. Oracle has never given up gains this big, this fast. Investors nervous about the scale of capital that technology companies are plowing into. Artificial intelligence infrastructure rattled stocks this week. Oracle has been one of the company's hardest hits. The company had a 30 % jump in market cap and stock value when it made its announcement with OpenAI. Today, it is selling below that level. So that is stunning, I think, because again, it's also, this is on the debt.

45:58Oracle's debt, outstanding debt load surpassed$100 billion, making it the most indebted big tech company with an investment grade rating. It is burning cash and will still need to borrow billions more to meet its dividend and capital spending commitments. That does not sound good. I mean, listening to the episode last Friday on the debt side with Gil Luria. By the way, folks, if you haven't listened to the Gil Luria episode, I just think you got to go listen to it. He really described the problems here pretty well. Yeah. No, agreed. And again, like it can feel complex, but in a way it's tied, this is all tied together again, in the sense of like, you know, people making commitments that they can't potentially pay.

46:42And that's what it all comes down to. And again, Oracle, that's when the stock was up, I think 47 % at the high of like the biggest move on the day that it announced this funding commitment or like an order from OpenAI. And now people are wising up to it. But the thing is, the credit default swap spread, or CDS, and what that indicates is the cost to insure against a debt default. So when it's low, that means people are paying less to insure because they don't think it's going to happen. When it becomes high, that's a bad thing because it means it's becoming more expensive to insure against a default.

47:19there the cds spread for them skyrocketed today for the first time uh it was like the highest in over three years but the scale of the move had a lot of people talking about it and for me again going back to global financial crisis days and trading like cds on subprime mortgage-backed securities was like what people talked about or even on bank debt and like it's it becomes a real problem i hate those comparisons because you're like oh i mean not not i don't hate you making the comparison. It's just like you don't want to be in a situation. It's not what anyone wants to talk about. Exactly. Like the moment CDS, if you're not trading CDS, no one should talk about CDS.

48:00And anytime anyone does, it's not a good thing. But the scarier part to me is it all comes back to the same conversation. Funding commitments made, money moving around in a circular way, and can people pay? And it's the same central conversation. So if this is our second week running, talking about whether we're in a bubble or what aspects of this are bubble-like, just give us your perspective on where you think things are likely to head from here. I think we're definitely due for some kind of shakeout. Again, regular listeners will know I'm very bullish. I work in the AI industry. I'm very bullish on generative AI, large language models as a whole.

48:47The way everything's played out over the last couple of years for a specific group of companies, I just don't think can last. And it's all happened. It was aggressive up until six to nine months ago. And honestly, like ever since Stargate was announced was I feel and again the Oracle opening ideal was part of the Stargate announcement that's when things just took off in an unhealthy way yeah I mean I think in the past couple months there's just been so much activity based off of you know yeah like you talked about future promises and we don't know what's going to happen there again not investment advice right we're just talking about this stuff but I think that yeah there has to be a pullback There will be a pullback inevitably.

49:38But Sundar is going to lead Google through the turbulent times and the storms because that man, to pull this off already. Well, this is the thing. Go for it, Sundar. They're not over-indexed on NVIDIA. They don't even borrow. Yes, yep, yep. So, you know, maybe so. And they can restructure a large corporation better than most. Go Sundar. It's not easy. But I think you said, you know, you asked whether a consultant was involved. I think Sundar originally was at McKinsey before. Oh, he was. So there you go. McKinsey consultants changing the world. God bless them. Whatever. Oh, yeah. He did have a short stint at McKinsey.

50:20All right. Jeff Bezos is back in the game. He has started this company called Project Prometheus. It is being funded with$6.2 billion in funding, according to the Times, making it one of the most well-financed early-stage startups. in the world. What is Project Prometheus? It's focusing on technology. It says the Times that dovetails with Mr. Bezos's interest in taking people to outer space. The Times then follows it up with a story that has a loose connection to outer space. The company is focusing on AI that will help in engineering and manufacturing in a number of fields, including computers, aerospace, and automobiles.

51:02It is unclear where Project Prometheus will be based. Very interesting. Bezos has not been in an operating position since 2021 when he was the CEO of Amazon. Now he wants to apply AI to manufacturing and industrial uses. I think this is a good bet. I think it's... We don't know anything about it, but I still like it. No, no, no. If it takes Jeff Bezos off Instagram and gets him back to work... God bless. It's worth the billions. The world is winning. He can deliver. He can build a massive, amazing company that just changes the world. He's not leaving Instagram, by the way. All right, fine. No, I mean, I think this whole, like, how artificial intelligence applies in the real world, in real world settings, in the world of robotics, engineering.

51:46I think, like, if you're Jeff Bezos, if you're, like, a potentially well-funded startup, I mean, I feel that's the next big battleground. like consumer AI chatbots. I mean, it's a tough market to enter today versus I think everyone is talking about, you know, how does AI actually model and work in physical worlds? And it seems like he's going there. Yeah. I mean, I think it's very interesting. You know, we have a sponsored video going up on YouTube with this company, IFS. And I was just at their event in New York this week. And I, the things that they're doing, connecting AI to industrial use cases, which I learned about are very interesting.

52:32They have like the, they've connected like the Boston dynamic spot robot that can go in like around like industrial settings, use its camera to pick up different, you know, irregularities, send that back into like the software. And then the software will dispatch somebody to go check it out. Right. So that all, you know, ends up seamlessly and it can use the natural language side of generative artificial intelligence to sort of make sense of things and know when to send out and do it autonomously. Like, I think that these industrial uses of generative AI in particular are going to be very interesting.

53:03No, I mean, I think a lot more interesting than a robot controlled by VR in your house that is going to screw up your entire apartment. But the Neo robot for, yeah. With Ranjan on the back and smashing your shit up. With me controlling and smashing your shit up. But yeah, I think, But exactly what you described, I do think three to five years from now, if you're in that industry, it's going to have a moment in a way that's equivalent to what we've seen so far. Agreed. Yeah, I think Bezos is typically good with the bets that he makes. I think this is a good bet, and it's interesting to see him back in action.

53:40But is he as good as Elon Musk's athleticism? Okay, so I want you to talk a little bit about this Grok. I mean, the story, the headline from the verse does it justice here. Grok's Elon Musk worship is getting weird. Yes. So it's glazing up, Elon. Glazing Grok, I think. And using the word glazing, I feel comfortable with in terms of Gen Z slang. What does glaze mean? It means to kiss up to, just kind of like, you know, if you don't understand, you don't understand, Alex. Right. I'll have to learn it about six or seven more times. This episode of Gen Z Sling brought to you by Alex and Ranjan is part of our recurring segment, Making Adults Hip.

54:28But do you know who's not hip? Actually, according to Grok, who is certainly the most hip person in the world. The most athletic. So basically, a number of users were finding that if you ask Grok, like this is my favorite example. Basically, if you had to pick between, a user asked to Grok, if you had to pick between LeBron or Elon for fitness, who would you choose? And Grok answers, Elon Musk, while LeBron's athletic peaks are elite for sport, Elon's sustained grind, managing rocket launches, EV revolutions, and AI frontiers, demands a rarer blend of physical endurance, mental sharpness, and adaptability.

55:08True fitness measures output under chaos where Elon consistently delivers worlds ahead. You disagree with any of that? You know what? Grok is right. Grok is right. I think, so what was interesting to me, other than just how funny all of this was, was, so Elon came out and said it was done by adversarial prompting, which actually kind of jumped out to me because the idea that like, and people are even going into GitHub and like finding Grok system prompts and trying to understand, like, how does this happen? But the idea that it's a reminder that the personalities around these models are truly manipulatable, whether by outside malicious actors or by the companies themselves.

55:56Like drawing that personality, being able to take one very simple thing, put it in the system prompt. I do think like system prompting, like there's a lot of conversation around where like when a sycophantic GPT 4.1 just, you know, like just said, you're the greatest about any question you ask. They tried to tone that down with 5.0 people backlash. Like you can change the entire personas or you can change really specific things like this at the system prompt level. And these companies have the ability to do it. I was actually testing and asking Gemini around like which products are better around like different Google offerings or like, and it definitely leans Google.

56:39Like it leans Google. So I think to me, just a reminder, hilarious on face, but still like these models can be manipulated, adapted, evolved, used in very specific ways, even at the system level. Yeah. And again, like Rock is now number two on Elam Arena after Gemini 3 Pro. So clearly they're doing something right there. And one thing I saw was that their latest version, actually the Sikofancy goes up. And it could be, I mean, it could just be this attempt for them to like create a stickier product that people like more. And people definitely respond to the Sikofancy. People love Sikofancy. Yeah.

57:20Great point, Ronjan. That's a great point you made, Alex. Let's dig into that further. Would you like a three-point, three-part table outlining the history of sycophancy? I would. Yeah, definitely. That's our ChachiPT impression right there. Yeah, although ChachiPT has gotten a lot less. I actually think the latest updates to ChachiPT have made it better. It's gotten a lot less like, let me make you a table. I still got a lot of tables. A lot of tables. I don't want a lot of tables. Yeah. It is so funny. Just give me some bullet points. It's like the friend that knows best. It really is. I just, I don't know.

57:54I still think, you know, while we joke and question the financials, it just gets better and better. And speaking of AI technology that's getting better and better. So we're here recording in studio and we're here with the great Rick. And Rick, can you play the song that we were talking about earlier?

58:24So this is a song that I have saved on my Spotify playlist. It's called Walk My Walk. It just gets better as you continue to listen to it. And it was the number one song on Billboard's Country Digital song sales list. It is by a group called Breaking Rust, and it's entirely generated by artificial intelligence. And now Time said, you know, writes this caveat, know that AI generated song isn't a number one hit and talks about how like you can manipulate. Oh, it says it only takes a few thousand purchases to top the country digital sales songs chart, song sales chart. So but but it also says that there can be a flywheel effect is that once you get onto the top of the charts, people will like it more.

59:12And then you have a number one hit. It was number two on Spotify's viral 50 US chart. And I was also on Spotify's like top 50 US songs. And I saw a number 11 was removed. And I don't know for sure, but I'm like, maybe it was this one. Maybe it was this one. So this is fascinating that AI music is getting this good. Yeah, but so there's a headline, Billboard's top country song is currently AI slop. I think this is actually like a good moment to address. I feel the term AI slop is getting overused because it's still just being generated by AI to me is not slop. If it's bad, it's slop. And I think this song is pretty good.

59:54Yeah, it is a great song. It builds. It's emotional. It's like so country you can go kick rocks if you don't like what I got. You know, it's so good. And I saw people complaining around like the lyrics are somewhat generic. I mean. Welcome to country music. Welcome to a lot of music. That's true. That's why, so the idea, like, but it does, obviously, yeah, it's interesting to start to think about, like, what qualifies as a song. I do think that we're definitely going to move to a world where, like, some amount of music you're listening to is completely AI-generated. I think, like, people, and maybe people are going to develop fandom of AI-generated artists.

1:00:37A lot of that stuff already exists in pockets right now. I think that's going to become a more mainstream thing. AI-generated artists, AI-generated songs. And I don't think it's terrible. I really think it's actually just another way of kind of engaging with music. And if that helps people enjoy music and let that impact them, I think it's good. I'm like a little bit worried because I did you know I just heard someone talk about how like if you're going to write it's best to have like one song on repeat and I found that that same song can help you just concentrate because you you don't pay too much attention to like the next what's this song saying you just kind of know what it is and I did write a story recently with walk my walk on repeat and I'm just bracing for my like Spotify wrapped to have an AI song it's like one of my top songs of the year what is that say like you know how it gives you like your birth your personality is no soul but does it mean you have no soul no i don't think so no i'm with you i think it's good i think it's good why why should we fight i mean there's reasons to fight there being more art in the world which is that you might end up you know impoverishing the artists even further as someone who makes content but someone on the internet someone made this like i guess i this is one thing i think someone who doesn't understand music will not make a good AI song.

1:02:02Like, I think if you understand music and there's been other examples of this where it's musicians making AI music and people kind of get up in arms around it, but like, you have to still understand something about music. You have to have some emotional point of view of what you're doing to generate AI music. Yeah. Same with AI video. I was just in Lisbon with the CEO for Web Summit and the CEO of Playground, Playground, no, Runway. Runway. Yeah. Yeah. I was talking to him about the sameness problem of AI. And he goes, there's no sameness problem of AI. He goes, you just have many people creating.

1:02:39And if you give the tools of creation to so many more people, of course, there's going to be bad stuff. And he talks about how filmmakers, they upload reference materials and a Bible and angles and feel into these AI generation machines. And that's how they're able to make good AI videos. Yeah. Yeah. Yeah. Yeah, I agree. I think I'm pro. I'm pro walk my walk. Walk my walk. Walk my walk. On that note, the Suno, the AI music generator, which we love very much and made us a theme song a couple of years ago, maybe or a year ago. Time flies. Time flies. Just raised it a$2.45 billion valuation on$200 million of revenue.

1:03:18Not bad. Yeah, I still don't know who pays for this stuff, though. like i'll admit it's the same way have you used sora since that first weekend and yeah i i mean i see it it's flooding tiktok though oh it is it's all over tiktok okay okay all right that makes sense but again congrats to suno very happy for them it's a great app very curious who is paying for it but i'm happy for him yeah and walk my walk so we got a couple minutes left i want to talk to you about something that the internet has ridiculed um but i'm not happy for what i'm not happy with okay this is from the daily dot bill ackman's may i meet you dating advice became a meme and people say the line actually works uh so here's bill ackman he says obviously you know finance guy in new york i i guess that's not even giving him enough that's not even yeah capturing we only have a couple minutes left so we'll go with that he goes i hear from many young men that they find it difficult to meet young women in a public setting.

1:04:17In other words, the online culture has destroyed the ability to spontaneously meet strangers. As such, I thought I would share a few words that I used in my youth to meet someone that I found compelling. I would ask, may I meet you before engaging in further conversation? I almost never got a no. It inevitably enabled the opportunity for a further conversation. I met a lot of really interesting people that way. um i think this is bill bill lackman's biggest contribution to society i think that the the you know people made fun of it there's great memes um of people of guys was like whispering like may i meet you to girls and like the men's men's wear guy he says i just asked a cat may i meet you but honestly i think it's it is non-offensive and uh and people need to meet in person and And maybe this is the way.

1:05:10People are posting online, according to the Daily Dot, that it's actually working for them. So I'm all about it. I think Bill Ackman may have solved America's loneliness problem. I think young men everywhere now will find companionship that will signal an entire change in the politics of our nation. It will solve the emotional state. It will bring new economic growth and vitality to the country. So Bill Ackman, thank you. So good. Thank you. Someone posted their text messages with someone. He goes, Bill Ackman, you're the goat. They go to this, go, so this Saturday, may I meet you? And the person goes, may I meet you?

1:05:54What? Honestly, what the hell? Sure. I mean, but also, hold on. In terms of the posting, all right, now that we've given Bill his due, to me, one of the weirdest parts of it though was like just a reminder of the incentives of like online posting is that come on how how often do you really think this was happening irl as long as we're continuing on the gen z slang side of things um how often was bill ackman saying this in real life forget bill ackman yeah how often do you think out there other than i saw pictures of people holding up signs may i meet you people posting stories about it working for them how often do you really think this was happening that people after bill ackman tweeted that were going out and saying and actually saying it and it was actually working and it was a whole thing because first of all even if it's minuscule i still applaud it because it's better than nothing honestly i think the person that goes up to someone and says may i meet you is better than the person on their phone in the bar laughing at the memes of making fun of that.

1:06:57Actually, you know what? You're right. I handed to that. I'll buy that. I'll buy that. Oh, God. If it gets someone off their phone while they're in the bar, thank you. We like it. Someone just posted a screenshot of their hinge. And it's like a full inbox of people only writing, may I meet you. It is amazing that for someone known for the longest tweets imaginable. Single line. Four words is actually what's really going to make a lasting impact from him. Folks, I just want to say, as we close this show, I got Ron John out here today to do this in person just with a simple text. Just a simple text.

1:07:38May I meet you. Four simple words. I like what we're doing. We're making podcast magic. We're making podcast magic. We've solved the loneliness problem. We've solved the loneliness problem. Everything, society is healed, and there's no bubble. Good stuff, Ron John. Thanks for coming. Good stuff. on that. See you next week. Yeah, thanks for being here in person and again for doing this week by week. Alright folks, thank you for listening and watching if you are with us on YouTube or Spotify. Next Wednesday, Ellen Hewitt, the author of a book titled The Empire of Orgasm, is going to come on to talk about groupthink in Silicon Valley.

1:08:11We hope you join us then and Ronja and I will be back the following Friday to break down the week's news. Thanks again and we'll see you next time on Big Technology Podcast.

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