In short
ACCESS Podcast Episode Summary: ACCESS Wrapped: Our Favorite Guest Moments So Far
Episode Overview In this episode of ACCESS, hosts Alex Heath and Ellis Hamburger reflect on their recent holidays, notable tech happenings, and memorable moments from their past episodes with influential tech leaders. They review various topics including Nvidia's acquisition of Grok and their experiences at CES.
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Key Discussions
Holiday Recap
- Personal Celebrations:
- Alex and Ellis share their holiday experiences, including humorous anecdotes about the nerdy gifts they received from their spouses.
- Gifts included a vintage Motorola Q T-shirt and a patch of a Steve Jobs turtleneck.
Year in Review
ChatGPT
- Reflections on ChatGPT's Impact:
- Discussion on how the AI landscape has evolved over the past year, emphasizing the importance of personalization and user engagement in AI applications.
Nvidia's Acquisition of Grok
- Significance of the Deal:
- Nvidia's $20 billion reverse acquisition of Grok is viewed as a strategic move to quickly acquire talent and enhance their capabilities in AI inference.
- Importance of inference in AI versus training, with implications for AI's role in practical applications.
Highlights from ACCESS Guests
- Memorable Guest Moments:
- Recap of conversations with notable guests such as Mark Zuckerberg, Eugenia Kuyda, and Dylan Field.
- Viral moments discussed include Zuckerberg's remarks about potential losses in the AI sector, reflecting on the cautious optimism surrounding AI's future.
The State of AI in Hollywood
- Hollywood's Concerns about AI:
- Discussion on the tensions between AI advancements and the fear of job losses in the entertainment industry.
- Chris, the CEO of Runway, offers insights into the challenges and opportunities AI presents for the film industry.
Future of AI Companionship
- Avi Schiffman's Perspective:
- Avi discusses his vision for AI companionship with his startup, Friend, emphasizing the importance of intuition and conviction in entrepreneurship.
- Highlighted the need for AI companions to be contextually aware to be effective.
The Role of AI in Creator Tools
- Dylan Field's Insights:
- Dylan discusses how AI raises standards for creativity and design, pushing creators to excel beyond "good enough."
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Key Takeaways
- Strategic Moves in AI: Companies like Nvidia are focused on acquiring startups that enhance their strategic position in the AI marketplace, particularly in areas like inference.
- Cultural Impact of AI: The integration of AI into various industries is affecting job dynamics and creativity, compelling professionals to adapt and elevate their work.
- Personalization in AI: Future AI applications will increasingly leverage personal data to deliver tailored experiences, enhancing user engagement.
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Closing Remarks The episode concludes with appreciation for the support received from families and listeners, as well as a call for feedback and subscriptions. The hosts express excitement for the upcoming episodes to be recorded at CES, hinting at more engaging content in the future.
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Follow the Hosts
- Alex Heath: [Twitter](https://x.com/alexeheath/)
- Ellis Hamburger: [Twitter](https://x.com/hamburger) | [Meaning Company](https://meaning.company/)
ACCESS is part of the Vox Media Podcast Network and produced by Hooked Creators.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOHoliday Reflections and Tech Talk
0:45 to 2:44
Discussion about holiday activities and tech-related gifts.
“Yeah, we had a great dinner at your place with your fam the other night.”
Nostalgia for Vintage Tech
2:44 to 4:39
Exploration of vintage tech memorabilia and its cultural significance.
“I think, is it like running like pocket PC or something at the time?”
Steve Jobs and Minimalism in Fashion
4:39 to 6:39
Conversation about Steve Jobs' iconic style and its impact on tech culture.
“I mean, it's one of those situations once you're married.”
Reflections on 2023 and Predictions for 2026
6:39 to 9:01
Discussion of end-of-year reflections and future predictions in tech.
“But yeah, man, otherwise, I'm really enjoying the Marty Supreme soundtrack.”
Reading Habits and Digital Tools
9:01 to 11:16
Exploration of reading apps and the challenges of consuming content.
“I feel like a lot of people trust that Bloomberg terminal, usually milliseconds ahead on any given news.”
Personal Growth and AI Insights
11:16 to 14:00
Discussion on personal growth metrics in the age of AI and tech.
“But yeah, man, I now have like four places where I have endless lists of things that I'll never read, but it makes me feel good to save it.”
Creative Reflections on Personal Artifacts
14:00 to 14:40
Exploring the artistic representation of personal items through a generated image.
“through film photography, gaming and cultural deep dives, each feeding back into your visual sensibility.”
The Power of Archetypes in Self-Identification
14:40 to 15:17
Discussing personal archetypes and unique traits as reflections of identity.
“Yo, I've been an MDash user ever since I was like the OG Emily Dickinson soft boy back at the University of Michigan.”
NVIDIA's Strategic Acquisition of Grok
15:17 to 17:37
Examining NVIDIA's significant acquisition of Grok and its implications for AI.
“rewriting the internet one manifesto at a time and somehow making it all sound cool.”
The Shift from Training to Inference in AI
17:37 to 19:39
Understanding the transition in AI focus from training models to inference applications.
“And this is really, what this is about to me is inference, which is, you know, you've got training on one side of AI and then you've got inference, which is running AI in production.”
Show all 28 chapters
Evaluating the Value of Investments in Tech
19:39 to 23:25
Analyzing past tech acquisitions and their long-term value in the market.
“I guess that's the whole idea that the training, I don't know, is it becoming like a loss leader for some of these companies as they build apps on top of it as the training side gets a bit more commoditized?”
Anticipations and Nostalgia for CES
23:30 to 25:39
Discussing past experiences and expectations for this year's CES.
“Probably not great, but it's the world we live in, right?”
The Evolution of CES and Tech Launches
25:39 to 27:49
Reflecting on the changes in CES presentations and the culture around technology.
“I mean, we had our own trailer with the whole Verge wrap.”
Looking Back at Viral Moments with Guests
27:49 to 28:00
Recalling memorable interactions with guests and the impact of viral content.
“in Vegas for a little bit with me, but I got to get you playing a little cards.”
Introduction to Memorable Guest Moments
28:00 to 28:32
The hosts introduce their recap of notable guest moments from the podcast.
“Well, we should get into our recap here.”
Zuck's Insights on the AI Bubble
28:33 to 30:44
The hosts discuss a viral clip featuring Zuck's views on the AI bubble and investment risks.
“Anyway, there's this moment where I talk to him about the AI bubble and he talks about maybe losing a few hundred billion dollars and people really latched onto this.”
Meta's Challenges and Future with AI
30:45 to 33:35
In-depth analysis of Meta's position in AI and its strategies moving forward.
“And if I had to guess, MetAI is still actually probably a top five, if not top three chatbot, just based on the fact that it is everywhere in Instagram and Facebook.”
Avi Schiffman's Vision for AI Companionship
33:36 to 36:16
A conversation about Avi Schiffman's ambitious plans for AI companionship and marketing strategies.
“spending most of his VC money on billboards around the world.”
Context and Functionality in AI Companions
36:17 to 38:40
Exploration of the importance of context in AI companions compared to omnipresent AI.
“that they really don't have very many users or this or that.”
Hollywood's Fear of AI: A Conversation with Chris
38:41 to 42:08
Discussion with Chris on the entertainment industry's concerns regarding AI advancements.
“set up reminders and ask it to order more groceries and things like that.”
AI, Water Consumption, and Hollywood's Narrative
42:08 to 45:00
Explore the unexpected comparisons between AI and water consumption narratives, and how Hollywood is reacting to AI aesthetics.
“There's like projects being done overseas.”
The Future of AI Interfaces
45:00 to 48:20
Discuss the evolution of AI interfaces from basic to interactive designs and their implications for users.
“Today we live in the era of Microsoft DOS interfaces for AI, and there will be something more, something very visually enticing, something much more exciting, interactive, something GUI-based.”
Surviving in the AI Landscape
48:20 to 51:50
Hear insights from Winston of Harvey on the challenges AI startups face, especially from larger competitors.
“Things like push notifications especially seem to be a little iffy.”
The Impact of AI on Job Markets
51:50 to 55:10
Dylan Field discusses how AI raises industry standards and influences job creation and competition.
“about the value of a wrapper or otherwise.”
Leaving Security for Startup Dreams
55:10 to 56:00
Martina's emotional journey from a stable job at Google to pursuing her startup dream and the personal challenges she faced.
“We had Rise of Martin, the founder of Hawks, as an early guest on the show.”
Emotional Decision to Leave Google
56:00 to 58:12
A personal story about the emotional turmoil of leaving a secure job to pursue entrepreneurship.
“Josh was like, hey, he's like, maybe you need a break.”
Support and Belief in Entrepreneurship
58:12 to 1:00:00
Discussing the importance of support from loved ones in the entrepreneurial journey.
“But it was to me like just one of the most like impactful moments of my life where I was like, here I am, you know, thinking about it this way.”
Recap of the Year and Personal Growth
1:00:00 to 1:00:47
Reflecting on the podcast's journey, friendships, and family support over the year.
“And I still check it every now and then.”
Transcript
Automatic transcript. May contain errors.0:00And if we end up misspending a couple of hundred billion dollars, I think that that is going to be very unfortunate, obviously. 2025 was wild. AI rappers, inferences, conferences, oh my. This week on Access, Ellis and I chat about our nerdy holidays, what NVIDIA buying Grok says about the AI race and the consumer electronics show in Las Vegas. Then we look back at some of our favorite conversations on the show with tech's most interesting founders, from Mark Zuckerberg to Dylan Field and beyond. Let's do it.
0:36Ellis, happy holidays. Ho, ho, ho. How you doing, my friend? I'm Hanukkah Harry over here, so that's going to be a hag semeach, but thank you very much. Enjoy your Starbucks cups. Yeah, we had a great dinner at your place with your fam the other night. It was nice to spend some time. How's the rest of your week been? It's been all right. It's a little dance going to and from work, trying to get my brain back in action. It is not easy being a writer when if I literally have one drink the night before, I can't put a sentence together. I don't know if you feel that way from all the PR. I mean, all those years I went to PR drinks in New York when I was a reporter, I was like 21.
1:17And so my liver was still functioning at peak performance these days, especially when all there is to do with kids over the holidays is drink. Yeah. Writing that first email this morning took a took a solid 15. I should have brought the Z-Biotic over to your place. I had some wine and sherry and yeah, definitely could have used it that night. I like that Z-Biotics is becoming one of the motifs of the show. I have since learned that do not Z two nights in a row. Oh. Because then you get some tummy rumbles. Really? But if you alternate, it's fine. Or it just could be purely incidental. This is good for me to know ahead of Vegas and CS next week, which I know we'll talk about, because I was planning to chug those things every day.
2:01I mean, try it. It could just also be on my end, the natural wines with their like volatile acids inside them can really fuck you up. So I'm not doing my stomach any favors with those either. You're just drinking weird shit. Yes. I like it funky so I could feel something. This is a tech show. Did you do anything nerdy, get anything nerdy for the holidays? Dude, Z-Biotics is tech. They're proudly GMO, genetically modified organism. That's true. But did you get any Z-Biotics for Christmas? I'm talking about Hanukkah holidays. No, what I did get, my wife Rylan knows what I like. She got me a T-shirt, a vintage T-shirt that says, let there be Q.
2:42I love this. And it is the old Motorola Q. I think, is it like running like pocket PC or something at the time? I don't know. It was kind of like a BlackBerry competitor. The thing just slaps. I mean, look at it. this is the reason to watch the YouTube video or give it a Google with us in picture in picture. It brings me back to an age where, you know, I mean, obviously Steve Jobs gets so much credit for like ditching all the buttons, but God, those buttons felt good to press. Oh, they did. I love that old school Verizon logo too, back when the carriers really had a say in how the phones looked and had so much control over phones.
3:22And this was obviously before Apple came in, it was like, screw you, you are regulated to an icon in the top right of the screen. I didn't even think about that. Yeah, there's a huge Verizon logo on the chin, as they say, of this phone. I also like that the keys are on the diagonal. I don't know if there's an exact name for that, but there's some nerds who are into that. I mean, maybe it's more ergonomic. Do you see that? Yeah, I do. I don't know what that's called. I should. I feel like I'm losing nerd points. But man, yeah, bring back physical keyboards, honestly. I miss those. I do too. I do too.
3:55Did you get anything? I did. Chloe got me... She got me a patch of Steve Jobs turtleneck. So she actually was freaking out. I posted on the show Instagram account a photo of a nano banana photo of Jobs with the turtleneck wearing a Christmas hat, just to say we were off last week. I hope everyone enjoyed their pod-free week of Christmas week. And it turns out she'd already gotten me this. And it's a literal small patch of one of his turtlenecks from a company called Mini Museum, which apparently does all kinds of interesting little knickknacks from history. So that was a fun one. My first thought when I saw this was that this is kind of like the physical embodiment of an NFT.
4:45I don't know. I don't know how that makes you feel. Well, in the sense that it's worthless.
4:53I don't know. I mean, this could be worth. I wonder what it's worth. I mean, it's one of those situations once you're married. I don't know if you guys share a bank account, but maybe you're checking your co-pilot budgeting app or whatever, and there's like a$1 ,500 dollar bill for this mini museum and you're like, honey, I did want it, but not that bad. No, I joke about the NFT thing. Kind of spoils some gifts, you know, when you see exactly how much they are on the bill. Yeah, this was not that much. Surprisingly, Jobs is turtlenecks. You can get chopped up for, you know, less than you'd think.
5:30Still a very thoughtful, fun gift and one that I intend to put on a proverbial bookshelf at one point whenever I have one. And did you ever watch Doug on Nickelodeon? No. So Doug was one of my favorite shows and he had an entire, it was kind of like a breaking the fourth wall moment. He had an entire closet just of his outfit that he wears in every episode. And that's how I imagined Steve Jobs as closeter. Did he only wear, I mean, I felt like he kind of wore the get up every day. He kind of invented the tech CEO only one outfit wardrobe thing. I mean, wasn't he the one who basically defined that?
6:10Yeah, I think he probably did. He went minimalist, Shingy, David Shing, the notorious, went maximalist with all his outfits. Do you remember him? He was a CES mainstay for a while, going back to a decade of CES. Yeah, I actually have a Shingy. I was at a party with Shingy at the penthouse of the Cosmopolitan, and I don't remember most of it. This was like almost 10 years ago. Well, it's nice you got to meet him in person. He's transcended to the cloud now. Yeah, yeah, yeah. As everyone hopes to one day. But yeah, man, otherwise, I'm really enjoying the Marty Supreme soundtrack. We saw that the other night.
6:50The movie's okay. The music is always, any Safdie Brothers film, the music's always awesome. You know, Uncut Gems, Good Time. And then Marty, yeah, just great music. Movie was good, fun, but not like, I don't know. I don't know if A24 is going to make everything back. But man, that campaign that Timothy has been doing around it has been pretty phenomenal, I will say. I mean, it is funny now that like tech and culture colliding more and more. Everybody in tech is like, holy crap, clearly did a postmodern Dada billboard on the NASDAQ digital billboard in Times Square. And then you see like Timothee Chalamet doing his thing with the blimp, with all of the like celebrity clabs, with the SD kid thing, which I guess the news is broken that it's not actually him, which we talked about an episode or two ago.
7:42I mean, it just reminds you how much better entertainers in Hollywood in general are at promoting shit. I mean, it was a true masterclass. The original storytellers. Totally. Yeah. And I mean, if you look at the color orange, that's Marty Supreme Orange for a while now, right? I mean, gosh, have we seen that since Snapchat yellow? Just total ownership of a color? Yeah. Yeah. No, you're right, though. You're right. And I would have definitely lost that prediction market on Timothy being SKD, actually. Yeah, I'm glad I put no money on Calci on that. Was there a Calci for that? I'm pretty sure there was.
8:21Actually, yeah, I think there was. I think there's a Calci for it. I mean, is it even settled? I mean, that could have been an actor playing SD kid in the video. That's true. What's reality? So, I mean, that's one of the things we forgot to ask Tarek about is just kind of like, who is the quote unquote judge who makes the call on what is a fact with predictive markets like that? Who gets to say that it's decided or even something like the election results? I mean, that's pretty controversial these days about when it is called and all the TV networks are trying to, you know, be the first to call it.
8:58And what do they see that nobody else sees? I feel like a lot of people trust that Bloomberg terminal, usually milliseconds ahead on any given news. But yeah, I mean, I do wonder how they make the call on when, you know, when the fat lady has sung and when the facts are decided. When sources confirms it. That's when. Yeah, exactly. Yeah, otherwise, man, I've got about 40 Thinkboy long reads, end of year long reads on X to read. I'm saving those for my flight back to the Midwest tomorrow. But everyone's been posting their end of year reflections on AI and how the year is going to shake out in 2026.
9:40And man, I'm just drowning in it. Where do you cue those up these days? I think Pocket is gestorben, right? It's done. I think Instapaper still lives. Getmatter.com, I believe is the URL. It's a great pocket alternative. But honestly, I'm a pretty heavy bookmarker on X. My bookmarks are out of control. I will never ever get control. So you just kind of cue some things up and then, you know, when you're in a bored moment on the toilet or on your JSX private plane chartered by yourself to open up X. Do they work offline? Not really. but X does not work well with other read-it-later apps. So I just keep it all in the super app.
10:21Man, do you think anybody in the world uses Reading List, the iOS native? Maybe people can let us know in the comments if there's a soul out there. No, I've like attempted to on and off over the years, but it is no good, especially as the mobile web has just become the most bastardized version of itself where like trying to load things offline. I mean, it's just a nightmare. I also feel like 10 years after all these Read It Later apps came out in the App Store boom and everything like that, I think a lot of people have come to realize that they don't actually look at their lists. And I think that's one of the reasons that these apps haven't done so well and that I don't know if any really are still existing at some large scale.
11:06I mean, I feel like people just keep tabs open on their phone or their computer, usually never get back to them and no harm, no foul. Matter, I would say, is probably the best indie one that's still thriving and shipping product and looking good and working. But yeah, man, I now have like four places where I have endless lists of things that I'll never read, but it makes me feel good to save it. It makes me think that I'm cultured and that I see a lot, even though I don't actually read it. So that's all that's important. Is there a matter wrapped that says, Alex, congratulations, you didn't read 89 % of the things you saved this year?
11:44Are you a consumer wrapped these days if you don't have an end of year wrapped? Yeah. I mean, I would always get the pocket ones and I was always in the 0.001 decile of pocket readers. I mean, I think wrapped is brilliant, honestly. I think one of the main societal problems these days is that no one looks back toward their personal growth and progress. I think that's like one of the best things your therapist can do is remind you of kind of, it's like remind you of how far you've come, the things that used to be hard for you that are now a little easier. No. And. Stare straight ahead, my friend.
12:21Stare into the abyss. Don't look back. Reflection is a waste of time. Well, I'll make a prediction, which is that I do think when people talk about personalization with AI in 2026 and beyond, I do think that is going to be one of the things that really shows who has context and who doesn't and who actually makes you feel locked in, like they have some type of moat. And establishing how well spent your money was with their service is reminding you of how much you used it, the different ways you used it. Obviously, the Spotify and the Apple Music One are not as differentiated as they once were. But I think they're also going to start using all your context to deliver net new insights to you.
13:06I mean, did you look at your ChatGPT year end? I was trying to pull it up literally as you were talking because I was trying to remember it gave you like that Zodiac type sign thing. What was yours? Do you remember? My three big themes of 2025, building brands one name at a time. You spent the year helping companies find their voice. Systems, frameworks, and momentum. Number two, you refine meanings playbook, which is the name of my company, turning creative instinct into structure with repeatable frameworks, week by week deliverables, and sharper client processes that scale your storytelling craft.
13:44And I mean, that's easy for me to forget. It's like where I started two years ago. I mean, it was just doing hourly work and just kind of winging it. Now it has become a repeatable system. And then the last one, I like cameras, culture and creative fuel. You kept your curiosity alive through film photography, gaming and cultural deep dives, each feeding back into your visual sensibility. And then it made here was the best part. It said your year painted in pixels. And it had a little like, like lo-fi hip hop girl desk. And on the desk was my Olympus XA2, a Steam Deck, which I don't have, but I ask lots of questions about, a meaning mug that is in purple.
14:25I don't know why. A Vanguard IRA form in Pixel, and a little notebook, because I've also researched what notebooks to get for next year. I just thought that was wonderful. How many MDashes, though? That's the real question. Yo, I've been an MDash user ever since I was like the OG Emily Dickinson soft boy back at the University of Michigan. So I never noticed all the MDashes because I use them myself. The fart of the mind. That's what I call the MDash. Yeah. I mean, I do have to actively stay away from it now so that it isn't saying anything that my work shouldn't be saying about how it was written.
15:04What was your award? Mine was most likely to scoop the robots, which I thought was pretty spot on. If 2025 gave out awards, you'd get the Brand Whisperer Award for naming more startups than most people name pets, rewriting the internet one manifesto at a time and somehow making it all sound cool. And then there's like a cute little, like a crystal quill, if you will, inside of a crystal inkwell with a star on it. Thank you for my participation award. And let me guess, your archetype was Explorer? My archetype, as symbolized by a little owl pointing at a map holding a knight, the chess piece, the strategist.
15:48Oh, that was mine. Oh, yeah? Yeah. There we go. Co-host for life. 3.6 % of users share this archetype. My generated image was a MacBook mid-draft, a cooling espresso, a stack of sub-stack invoices, a podcast mic, and a single pixelated GPU. Proof that the, quote, hustle can look aesthetic, unquote. Jesus Christ. So it's fully adopted aesthetic as an adjective. Good job, OpenAI. That's one of my pet peeves, but I've given in. Yeah, well, it's the time of year where there really isn't much news to speak of, except there was that one big thing that squeaked through on Christmas Eve where NVIDIA is buying Grok with a Q, not Elon's Grok.
16:36They are paying$20 billion, but not actually buying the full company. So this is another one of those fancy, I call them reverse aqua hires, where a big tech player scoops up an AI startup for a couple of reasons. It's antitrust scrutiny. It's also speed. They just want to get the talent in the door super fast and not be caught up in red tape for months and months. So they basically buy the shell, the heart of the thing, leave the shell. And NVIDIA is doing this for$20 billion for this AI chip startup. and to me I mean there's a lot of like interesting money things here there was a pod that Jonathan Ross the founder of Grok did recently where he said that at one point the company nearly ran out of cash and asked staff to trade their salaries for equity and in hindsight that was a very smart thing for employees to have done not that they had a choice at the time but man people are getting paid out like crazy.
17:35Like 50-ish people are coming over. And this is really, what this is about to me is inference, which is, you know, you've got training on one side of AI and then you've got inference, which is running AI in production. So like the urine wrapped chat GPT thing that we just did, right? That's inference for AI. And that's really where the industry is going. And that's what Grok specialized in. I actually had a conversation with Jonathan, the CEO of Grok back in 2024. This is when they were a measly three-ish billion dollar startup. And his goal, he told me, was to take about half of the world's inference compute, which at the time was much smaller than what it is now.
18:18I mean, these AI workloads in production at scale have just grown tremendously. So the market's getting huge. NVIDIA was really focused on training. And I think Grok was nipping at their heels on this, you know, rapidly growing piece of the pie of AI. And they get to take it out for 20 billion for a thing that if it keeps growing, the way it's going is going to be hundreds of billions of dollars in value. So pretty smart, savvy. You know, I love when a big tech player does a deal like this, like on a holiday and doesn't put out a press release. It's just so clear, you know, they're trying to bury it.
18:52They don't want the regulators in Washington who are not at work to see it, although of course they will, but they'll probably get away with it. And yeah, I'll just read. So there was this quote that Jonathan gave me back in August 2024. We were talking about NVIDIA and their focus on training and not inference, which he was doing and whether NVIDIA would move more into inference. And he told me, quote, I mean, I think they would want it, but you have to decide whether or not you're in the training business or the inference business. The architectures are completely different. The economics are completely different.
19:24They'd have to give up most of their margin, right? They expect to lose money on training, but you have to make the money on the inference. Otherwise, what's the point? So the point ended up being worth about$20 billion. Good for Jonathan and nice move by Jensen. I guess that's the whole idea that the training, I don't know, is it becoming like a loss leader for some of these companies as they build apps on top of it as the training side gets a bit more commoditized? More than, yeah, I think training's becoming more commoditized and like the gains that, I mean, we see this, right, with like GPT 5.2 and even, you know, the last Anthropic release, which was good, but like the gains for each model release are not as much as they were in prior years and prior versions.
20:08So the progress that you can make on a training run is collapsing. Meanwhile, there's just so much demand to use AI in these products. And it just takes, like Jonathan was saying, like it takes a totally new architecture, which he helped invent with Grok. He also co-invented the TPU at Google, which is also more suited for training. So I think this just bigger picture speaks to the AI world, especially in 2026, moving more towards inference, running AI in the real world. And I think people still underestimate how much of these AI models are constrained by the lack of compute. And a lot of that being due to how it's architected around training and not actually running this stuff in the real world, which I think Grok was all about.
20:54So more AI for everyone, I guess. That's got to be hard to value, right? As the inference is also getting cheaper every day. Which was a big thing Grok was doing, was pushing the cost way down. Yeah, I mean, it's hard to value, but you look at just, you know, if you are continually not able to sell as much as you would like because you don't have the compute, then you're in a pretty good position to just make a move like this. And NVIDIA has, you know, tens of billions of dollars burning on their balance sheet and I think needs to make some moves like this. But this is definitely the biggest one of these, you know, reverse aqua hires.
21:32I don't know if people even remember at this point, like Scale AI and Meta was one of these where they gutted it. Inflection to Microsoft, Character to Google. It's become this thing that I've just been kind of fascinated by because it speaks to how fast these companies are trying to move and avoid scrutiny and get the talent, which is really like what this is all about. It's like there's only a handful of people that can build stuff like this and they're worth just so much because AI is so valuable. It seems like nobody's even asking if whatever company is worth it anymore, because half of it is just like a thing to show your investors, press, candidates that you are also staying ahead by making these acquisitions.
22:16It's definitely not as clear as it used to be with some products historically. I mean, speaking of$20 billion, I remember going on PBS NewsHour a million years ago. So I don't know why they invited me on because I wasn't really much of a business bro at the time. But I was at The Verge and they're like, so Facebook has spent$20 billion on WhatsApp. Is it worth it? Yeah. It's like, I don't fucking know. I think they were hoping that I was going to say no and just like talk about how the money is like stupid and it's not worth it and blah, blah, blah. And I was like, actually, I think, yeah. I mean, basically, one of the things that they said that I think has proven to be true 10 years later is that there wasn't a whole lot of overlap between WhatsApp users and Messenger users or iMessage users.
23:04And that's really allowed Meta in hindsight to really command the world's biggest messaging app, which is now beginning to expand and monetize in other ways. So, yeah, I guess I get to say I told you so on that as I reported, which you reporters like to say. So I'll take credit for that. You saw Zuck's vision early. Yeah. I mean, this is not a politics show, but yeah, should the largest company, most important AI company in the world get to take out the best challenger in the new market of AI? Probably not great, but it's the world we live in, right? You buy Trump a golden statue and it'll all be good.
23:41Well, I think it was a disc, if you're talking about the gift that Tim Apple gave Trump. But yes, I understand your point. I think it was like a Swarovski crystal disc that had an Apple on it or something like that. Or am I mistaken? But yeah, I mean, it's one of my other pet peeves is when like hindsight 2020, people say that something actually was an unbelievable get, you know, the opposite of not being worth it. With Instagram selling for a billion dollars, I remember the day that happened for some reason, And that's a day that I remember in my mind. And everybody was like, this is absolutely insane.
24:19But if you were actually using the product and seeing how it was changing the posting behavior from Facebook, how quickly it was growing, how mobile first it was, it was obviously happening. And that was at a time where social apps were coming and winning every like two to three years. And I mean, it really hasn't happened a whole lot since then, with the exception of TikTok, I guess. But yeah, Instagram for 1 billion. That's a crazy one. And now, I mean, that's like funny money. Oh, yeah. That's nothing. That's like what you pay one researcher. We are doing a solo episode today in case it wasn't already clear.
24:52We thought it'd be fun to actually recap. You know, we've had a lot of great guests on the show. We're a new show. And, you know, as new listeners come in, we also want to remind people of some of the interviews that we've been doing. Because to be honest, like we get some pretty good guests. You know, it's called Access for a Reason. But before we do that, we are going to be in Vegas next week at CES to do a couple interviews that will be airing in the feed over the coming weeks. Very excited about that. Don't reveal the names quite yet, but great guests. It's going to shape up to be a great January, I think, on the guest front.
25:25This is your first CES in a long time, right, Ellis? I thought I was out, but they pulled me back in. They dragged me back in. I mean, I always liked CES. I mean, it really, the last time I was there was with the Verge. I mean, we had our own trailer with the whole Verge wrap. I mean, it was just like peak. It was awesome. And I mean, remembering like the last time I was at CES, I remember trying on the very first version of the Oculus Rift taped together. That turned out to be a thing. Yeah. We can also throw on B-roll the video of me doing a 360 treadmill of the Virtue Ex-Omni and almost throwing up everywhere in 360 degree projectile vomit.
26:06that did not turn out to be a thing. But I mean, honestly, I look back so fondly on that time, because as much as I love software, and as much as I've written about software over the years, I mean, whether it's the Motorola Q or the Oculus Rift or any of these new things, the tech you can hold is always going to be more fun, I think. And I'm not sure to what extent CES is still that place or just a place for all the advertisers to meet up just because it's something to do. I mean, none of the big brands are debuting things anymore. I don't think they're all doing their own keynotes, but I'm sure there's a whole lot of wacky stuff there.
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26:41There is. This might be the third year in a row that I pick up my badge, but don't go to the show floor, which is kind of a thing that I've liked becoming, I've liked turning into a ritual. But yeah, no, the show floor at CS has not mattered in a really long time. Do Booth Babes still exist or is that also long gone. That's pretty much gone, thankfully. What has now happened is there's this second CS, the shadow CS that happens at all the fancy hotels where I spend most of my time because I'm a schmoozer on steroids, I guess. But yeah, it's like a bunch of more early, late 90s, early 2000s rapper parties than you could imagine.
27:24This year, I think Snap, your former employer is going to have Snoop Dogg. Yahoo is going to have Public Enemy, which is like, yeah, this is perfect, man. It's a perfect encapsulation of CES or parties like that. And I'll be doing a dinner actually with some great people at the Wynn one night. I'm excited about that. And hopefully I can drag you to the poker table. I know you're only in town in Vegas for a little bit with me, but I got to get you playing a little cards. I can cheer you on as a good co-host does. Okay, cool. Well, we should get into our recap here. So first up, we got to start with our first guest.
28:04We came out with a bang. We had Zuck from Meta. This was an annual sit down that I do with him. He's gracious enough to do it for the new pod with us, which was great. And in hindsight, I should have known that this was going to be the clip that went the most viral it got. How did you not know? You know, sometimes you think you have the news judgment after all these years and you still have a blind spot. I guess that's why it's still fun. Sometimes you just still kind of never know if a tweet is going to hit or not. Yeah. Anyway, there's this moment where I talk to him about the AI bubble and he talks about maybe losing a few hundred billion dollars and people really latched onto this.
28:44Let's play it. No one knows when superintelligence is going to be possible. Is it going to be three years? Is it going to be five years? It's going to be eight years? Whatever. Is it never going to happen? but I don't think it's never going to happen. I'm more ambitious or optimistic. I think it's going to be on the sooner side. But let's say that you weren't sure if it was going to be three or five years. In a conservative business situation, maybe you'd hedge building out your infrastructure because you're worried that if you build it out, assuming it's going to be three years and it takes five, then you've lost maybe a couple hundred billion dollars or something.
29:18My view is that - that's a lot of money. Well, no. Well, I was going to say, in the grand scheme, it is objectively a huge amount of money. Yeah. Right? I mean, didn't you just tell Trump you were going to spend like$600 billion? I mean, that's - I did. Yeah, through 2028, which is - That's a lot of money. It is. And if we end up misspending a couple of hundred billion dollars, I think that that is going to be very unfortunate, obviously. But what I'd say is, I actually think the risk is higher on the other side. So yeah. A sentence that not many people can actually say. But yeah, what did you make of that?
29:55Well, what's he doing with it, you think? I mean, I know a lot has gone into Llama, which is not getting the headlines that it once was being the open model that it was. I mean, how would you break down that investment, you think? I think next year is the real year where they have to prove that they're going to get something out of all of this, all those big hires he was doing this year. they're working on a new model it's apparently called like avocado or something i hope that's not the public name i think that's the internal name and i think they want to be talking about we like avocados here in la yeah they're fine um but i think they want to be back on the frontier at least kind of nipping at the heels of google and open ai and anthropic and not like so far behind that they're totally out of the conversation which they are right now That said, man, like a lot of boomers use Facebook and use MetAI, probably whether they know it or not.
30:50And if I had to guess, MetAI is still actually probably a top five, if not top three chatbot, just based on the fact that it is everywhere in Instagram and Facebook. Yeah. A couple hundred billion accidental taps per month on that little purple circle that is in the search bar in every Meta product now. I mean, I'm just so fascinated by Zuck's continuing desire to invest in the future, which you have to respect and appreciate, but it just doesn't align with even as their meta brand kind of became more agnostic of products. The entire rest of the space, as we've talked about a bit on the show, is often building for each other, making Silicon Valley faster, trying to win things back from other markets around the world, trying to work on agents for productivity, get AI into every enterprise.
31:44And it's got to be like a whole lot of FOMO for Zuck during this wave to not really be able to participate in almost any of that. I mean, I think we saw with Horizon Worlds and some of that stuff, at least he could make the claim back when metaverses were hot that metaverse is where a lot of work is going to happen. But I don't really see anywhere that AI is natively being used on meta properties that they aren't being used elsewhere. I think if it's the social side, it's kind of being used as a creativity tool the same way that it would be on any other platform, whether it is YouTube shorts or Instagram reels or whatever.
32:22I wonder exactly how he's going to use that and try and somehow... I mean, obviously, they have a million billion people with connections at enterprises around the world. I don't know. Maybe is it going to be through Facebook for brands, like the ways that they make ads easier to create, automate the ingestion of your entire product catalog and make good ads out of it. But then every ad is just going to kind of look like that. I don't know. Maybe that's what AI is going to do differently is it's not going to make them as generic, I think, as the product carousel ads, but make every ad unique, maybe something like that.
32:56I don't know. I mean, what do you feel like they're going to build with AI that is most true to who they are? I think the thing they're excited about is the glasses, the display glasses, which I have a pair of. And the AI stuff is, you know, if they had Anthropic or Gemini in there, which I think Google is going to come out with, you know, we also talked to Samir at Android about that on the show this year. Google is going to come out with their AI glasses next year, 2026. But that's the real money shot with this is like visual AI understanding on your face, I think. It was pretty impressive in the demo.
33:30And if they can get back on the frontier with that and hook in some of the social stuff, that's going to be pretty compelling. Our next clip is with Friend AI pendant CEO Avi Schiffman, who told us a bit about why he was spending most of his VC money on billboards around the world. I think they were in New York initially. Now they're rolling out in Europe. I saw they were in Chicago as well. But here's Avi's take on why he is doing that, even though many say the product isn't quite ready yet. What I admire about you is you have such a strong vibes-based belief. You're saying you don't care about the studies, whatever.
34:09You're doing all this anecdotal research, and you have this conviction that seems also like personally rooted in what you want, but you just seem to know like in your bones that there's a market for this. I mean, I feel like your intuition is like a thousand times higher bandwidth than like all these bullshit case studies and all these things, right? Like, you know, you always know like the right thing, like, you know, especially with like, you know, human relationships, right? Or all kinds of things. You always have like a strong gut feeling. And like, I've just found that when you trust that, it works well.
34:39Like, I think the majority of people really need to have like a test of faith in their life where they really do a major project or whatever, where they really trust their intuition and they see success as a result of that. And I think once you see success of really believing in yourself, I feel like that's something that sticks with you for the rest of your life. And I think I've had quite a lot of that, at least in my youth. And I think that's definitely what helps me now. Am I probably overconfident in some way? I don't know, probably. And I don't think I'm probably doing everything correctly.
35:05And I think, you know, there's a very high chance that maybe it all collapses and I get to just drive off a cliff or something and we'll see what happens. But I think I would rather just try. And I feel like there's no aspect of friend that looks like we didn't try. And, you know, I'm just down to go all in and like see what happens. Like I just, I don't like to hedge and I don't like to compromise in absolutely anything. And I don't know. I also just feel like I try to have, I mean, I have no side projects and there's nothing else I'm thinking about. And I feel like I spend 99 % of the time trying to think about but the strategy aspect of it.
35:41And there's not many things that is going on internally at the company. It's just me and two other guys. And we're just hyper-focused and it feels like the right path. It just feels so... I feel like I just give in to destiny. I have a religious fervor in my intuition and to just trust that and see what happens. Interesting looking back to this moment, Avi definitely came out as one of the first torchbearers for mass market AI companionship. I think there have been a lot of tweets since then pointing to the App Store reviews showing that they really don't have very many users or this or that. But I guess his big bet is just trying to become the Kleenex for AI companionship, which is an interesting cultural bet that in terms of marketing theory, when people think to themselves, I think I'm ready for an AI friend.
36:37Of course, I'd go to the one that I've seen on the billboards, friend.com. That's why he paid so much for the URL. At the same time, though, I do think the product has to pay it off. And I think if there's one thing I've personally learned since then, including working on a handful of other AI companion clients and trying out others in the real world, is that the context really does matter so much in starting conversations. And I think Friend, in its current iteration at least, was listening for not a whole lot of reason, at least in terms of the two months that I tested it before the billboards went live.
37:15Now I'm a little afraid to wear it because I don't want to get punched in the face now that everybody knows what it is. But I've tested one, for example, that looks at your email and your calendar and other things that you share with it. And it was able to, in my view, act a lot more like the type of friend that I want. As a result, it was able to recommend music and movies and games to me. It was able to make things based on pictures it asks for with AI. And I can't share quite what it is just yet, but I do think that feature set is going to be more or less commoditized, which is the reason that I bring it up.
37:53AI companions that have access to all of your context. And I have come to believe that that is probably going to be a far more fruitful route for personalized AI than listening to your world. So I think maybe some people will be relieved by that. All that said, it does seem that on the other side, Avi really was on to something with this physical object that you could talk to. I think we're now starting to see the stream ring and some other products come to market that allow you to talk to AI at any time to record notes, ask questions, get results back on your phone. But yeah, I almost view those as like two separate things.
38:33One is the friendship side that needs to deeply understand you from day one if you're going to use it. the other is just the omnipresent AI in your life that you, you know, sick it on tasks and set up reminders and ask it to order more groceries and things like that. Yeah. My thing with friend and I told Avi at the time was like, it was too opinionated and not useful enough from like a productivity granola recall perspective, because it was just this, you know, very like opaque, a thing that you could talk to and got weren't sure what you could get back. You couldn't pull up transcripts. If it had all that functionality and the opinionated Avi AI persona as well, maybe it would have done a little better.
39:18But yeah, I mean, I've seen the jokes that he has more billboards than users too on X. But I got to give it to Avi. He swung for the fences on this one. And I'm sure there will be an interesting end to that story, whether Friend and its current iteration works or not. Yeah. I mean, do you believe that everybody is going to have more than one AI, like the companion AI and the useful AI. I feel like that's something that I've been going back and forth on it a lot. Because I do believe that in the same way that people don't want to talk to their EA, the exact same as their therapist. Obviously, they have different skill sets.
39:51But I think the human mind is kind of contextually compartmentalized in that way. And then again, I mean, he is right that I do think people are more honest with these AIs than they are with the people that they know. So his instincts, I think if he has time and enough runway to pivot and make it even better, could be really interesting. Yeah. Well, speaking of runway, let's go to our next clip. We had Chris, the CEO of runway on the show. And I enjoyed this exchange we had about Hollywood's fear of AI, because it's only gotten worse since this conversation. And I like what he said about this topic because the mood here in LA on AI has really, I think only gotten worse.
40:37And the mood just in general has gotten worse since this conversation around Hollywood and the entertainment industry. And I've been actually referencing this exchange and some conversations since then. So let's go ahead and play it. Ellis and I both live in LA. The mood is, I would say, I don't know how you would describe it, it's like not great uh you know it's kind of grim it's like a mix of not great and like highly buzzed on matcha i would say which is not a good combo there's a lot of like out of work writers at all time uh in ellis's neighborhood like on a tuesday afternoon you know like i bring the tissues and they're all gone by the time i leave but do you think that has something to do with the eye or is something else structurally no i don't i think it has a lot to do with the government and the tax incentives and a lot of practical stuff that people don't talk about, but there's already this mood.
41:28And then there is, you know, I was just having lunch with like a talent agent last week and he's like, this is all anyone can talk about, right? Is AI, it's going to take all our jobs. Everyone's already, feels like their jobs are being taken. I don't really see it as that two-dimensional. I'm assuming you don't either, but yeah, I mean, address this like topic of like, is Hollywood fucked or not? Well, I think you actually said something interesting, which is like a lot of the causes for why Hollywood is like in this spot right now has to do with something people don't want to speak about, which is like all the things people know are structurally like not really working, but they're hard to address, which is like tax incentives, the strikes.
42:10There's like projects being done overseas. There's like all the things that are just like outside of AI. It's like, you know, it's like similar to the water problem with AI. you know, AI, I don't know if you guys have kind of tracked some of the narrative. It's like, people who are obsessed with like consumption of water, of AI. And like, if you plot that against like every other like water, like consumption of water in other industries, like golf courses consume like 6 % of water in the US and data centers like less than 1%. But like fighting golf courses feels less interesting than like being against AI.
42:46Yeah. I wasn't quite sure when he said it, but I looked it up after the fact and he was right. Golf courses do in fact consume way more water than data centers in the US. So that's been an interesting data point because you hear the water thing and the energy thing constantly. And in fact, there's many other greater energy sources than data centers. Not to say it's not growing, but I think just an interesting example of how people latch on to these narratives to try to make themselves feel better and give themselves a villain to project the, I think, rightful concern that people have about the state of Hollywood.
43:21But just, yeah, I thought it was an interesting exchange. Yeah. I also think that, as always, it's a bit more nuanced than it initially seems when it comes to AI for Hollywood. I think when people think about AI for Hollywood, it's often about replacing actors, making things faster, all of that type of thing. But I think what we've seen, at least for now so far, is that people absolutely hate the AI aesthetic, which I think you could arguably claim is maybe like closest to what Marvel has been doing, even without AI in terms of the blurry, careless CGI that has been a big part of their movies for the last 10 years.
44:03And if you look at the Coca-Cola ad, if you look at some of the other ads you're seeing on TV that borrow from the AI aesthetic, I think that stuff is already seeing such a big blowback. I think probably where it's going to come in is with things that are deliberately trying to be kaleidoscopic and experimental. I mean, I'm thinking of like the artist Michelle Gondry, or even I saw a quote from James Cameron the other day saying that, yeah, it takes eight fucking years to make an Avatar movie. If I could speed up some of these processes, that would be nice. And I do think it is probably going to find its home inside of a lot of those workflows, as opposed to what people think of today as like a movie that looks like an AI generated movie.
44:44I think that is in all likelihood not going to be what Hollywood chooses to do or what audiences like over the long term. But I will tell you, Ellis, we can get super intelligence next year and James Cameron will still take eight years to make the next Avatar. Probably true.
45:29Sweet. Today we live in the era of Microsoft DOS interfaces for AI, and there will be something more, something very visually enticing, something much more exciting, interactive, something GUI-based. Think of it as there was Microsoft DOS and then Windows or macOS appeared. So there will be a different, I don't almost say operating system, a different interface layer on top of AI that will allow people to use all software, not just apps, but also AI models in this completely new, different way? Yeah, so I think Eugenia is still right on the money with a lot of this vision. I think the question is, who is going to claim the actual software creation?
46:17Since then, we're starting to see ChatGPT both automate things that don't need a UI and also actually redraw UI for certain software and services inside of the chat GPT feed. And I would bet that I feel like Google has already teased this as well, that these companies are just going to start creating apps for you based on what it is that they think you need. While I do love her narrative that there is going to be this YouTube for software, I think even with YouTube, as much as video is democratized, most people are still not creators. And so I think that's kind of the question for me is, as easy as it is, are people going to want to create their own software?
47:00Or are our most contextual AI services just going to volunteer them, make them for us and say, hey, I thought you might want to use this. I didn't realize that this wasn't out publicly. This is still in private beta? I think so. Wow. Yeah, it's all over my XV. I mean, obviously, that's super niche. I mean, I think it's an open-ish. Yeah. I mean, people are making really cool stuff with it and sharing it. And she's very good at resharing it. And it does seem like it's really taking off, at least in the very kind of inner circle tech crowd that we care a lot about. I'm very curious to see once it's in public release, like full public, how people adopt it.
47:41Yeah. And what the usage is like. Her app store for AI apps concept I liked. And I remember how we were needling her on the App Store rules and Apple and how she was going to have to dance around the fact that they don't like apps within apps. And then I saw after the fact that one of her advisors is Matt Fisher, who ran the App Store for like almost 20 years. And I was like, oh, she's figured it out. So good for you, Jenny. And yeah, even still in private beta, getting a ton of traction with that. So good for her. Yeah, I can't say I've had a ton of luck myself trying to make apps for myself.
48:16Maybe I'm just asking for the wrong things. I think a lot of this stuff is still to be worked out. Things like push notifications especially seem to be a little iffy. Like if you want to set up an app to send you a push notification whenever some cool artist refreshes their merch page or something like that. Or your daughter poops. Or my daughter poops. Yeah. Hey, we could probably combine that with the toilet sensor and have it all be fully automated, right? I think there's a startup for that. MCP, that's shut up. Yeah, let's do it. Yeah. But it's all happening pretty fast, which is fun to watch.
48:52I will say my home screen on my iPhone has yet to change. That's a good sign. As some metric. Okay, let's go to our next one. So this is It's Winston from Harvey, the AI legal rapper startup. And this was our first live show, which was also really fun. But I particularly liked and people, listeners enjoyed what Winston had to say about surviving as a AI rapper against all of the other big AI labs. Yeah. Do you worry about getting Sherlocked by OpenAI or Anthropic? 100%, and I think it is the best hygiene for an application layer company to have. I think if you are thinking that, you are going to make some company bets that prepare you for that long term.
49:40It's going to make you maybe eat some short-term gains, but it will help you long term. And I'll give you an example of this. As simple as we started our GTM strategy going to the largest firms and the largest enterprises. The reason why is partially I strongly believe that if these systems get better, a lot of the lower end legal work is going to get commoditized. So if you build something for that, it's much easier for, you know, Chattw to come in and just basically obliterate you, right? And so even simple, simple things like that, like that probably slowed down our revenue growth by a lot, right?
50:14But I think it's worth it because long-term. And there's a lot more bets that we've made that are like that, but I think you just constantly have to have that mindset. Is it a tricky balance though? because I feel like you probably talk to people at the labs all the time. I mean, you're a revenue source for them through their APIs. How does that song and dance go? Yeah, I mean... You probably get previews of new models. Like, how do you... We do, but... But then you're also like, oh, they may try to kill me one day. Yeah, there's two levels to this, I think. So level one, which hopefully everyone is constantly thinking about, is in order to get value capture, my platform has to be X amount better than whatever you can get from them, right?
50:50So that's number one. Hopefully everyone is thinking that way long term. That's the easiest one. The easiest to think about. The second one is just assume that they're just going to directly go into your vertical. Just no matter what. Just assume that they're going to. How would you defend against that and on what timescale, right? And you can think like what are the advantages that they would have? What would they build? How would they get mass distribution? Like all of these different things. And if you're thinking about that stuff long term, you might be giving up ground to some like current competitors in the startup space.
51:22But long-term, you have just a much bigger moat against, I think, what actually matters. So yeah, Winston is obviously, and Harvey, considered one of the preeminent successful quote-unquote rapper companies where they were very early to just incorporating models and going very niche into the legal field in this example and seemed to be having a lot of early traction. But yeah, no, people, especially I think the more entrepreneur crowd, really appreciated his perspective on this. It's nice to look back on this, some of this stuff that seems questionable in the moment about the value of a wrapper or otherwise.
51:59A few months later, it starts to feel obvious. Companies building for specific verticals, specific industries, specific needs, security requirements based on what sector they're in. There's a lot of work to do there outside of just like helping you dig through all your documents and pull together resources into a PRD for your new product strategy or whatever. And so, yeah, I'm definitely a believer that wrappers are here to stay. And I think that probably goes along with this emergent belief that AI is just kind of the new fabric. It's not necessarily the one size fits all, and there's only going to be one winner in AI.
52:41But we're going to have a lot of different apps that make use of it. Here's another clip from one of our early interviewees, Dylan Field, the CEO of Figma, hot on the heels of his IPO. When you're generating things and you're getting this average result, that's not what people want. I think that we're in a world where with AI, good enough is not enough. Good enough is now mediocre. So if you really want to stand out, you have to be great. How can Figma help make you great? This is one of the quotes from Dylan that got shared pretty broadly on LinkedIn, at least. And I think he's right on here.
53:26And one of the things that came up recently, a tweet from Aaron Levy, the CEO of Box, talking about how AI or different technologies of the past don't just take jobs, but they create them and also raise the bar. He tweeted, historically, this happens all the time. If you told someone about Figma or Google AdWords in the 1970s, they'd have expected marketing jobs to plummet since we could do many different jobs inside of a single role, when in reality, the opposite has happened. He said, how did we experience a 5x increase in these jobs from the thousands to the millions in 50 years at the exact same time that technology made this work far more efficient?
54:05He says, actually, it's precisely because of these efficiencies. We went from advertising being the domain only of the largest companies to something that almost any small business could participate in. I feel like this is definitely a vision that is also coming true. The idea that while some jobs that either were slow or outdated or outmoded will go away, essentially what AI is doing is giving a lot more disciplines that people usually didn't have access to, to far more people, far more companies, and also raising the bar at the same time for what that looks like. I mean, even if you just look at the way that Facebook ads have changed over the years, or even Google ads as so much advertising, performance advertising at least, has gotten automated, it pushes forward the cutting edge and the state of the art faster and faster because everybody is competing against each other.
54:57There's still as much competition as ever once the tools get better. And so that just pushes people to be better in their own right. Yeah, no, I totally agree. And a good soundbite from Dylan. More guests that give good soundbites, please, for 2026. That's what I'm manifesting. Okay, I think we could end it here. This clip was, I think, a special one. We had Rise of Martin, the founder of Hawks, as an early guest on the show. And she shared more of a personal story of the nerve-wracking, gut-wrenching process of leaving a cushy job at Google to build a startup and some advice that her husband gave her.
55:37And I thought it was really nice. So you're riding high, you've made Google cool, and then you decide to leave and do a startup? Is that what happened? Yes. Yes. I actually, I think it was so unbelievable to many people that they thought I was unwell. And I didn't realize it until later that people thought I might have not been okay. But they, you know, I'll never forget when I quit, Josh was like, hey, he's like, maybe you need a break. He's like, maybe you just need a vacation. Maybe you're tired. And I was like, Josh, what are you talking about? I was like, this is the biggest moment in my life.
56:13I'm like taking this thing that I worked so hard for and I am leaving it behind because I see the promise of something else outside. I was like, I've never thought clearer in my life. And it was actually quite emotional for me, you know, because of like what I had shared earlier, which was I didn't come from, you know, particularly wealthy background. Like I immigrated to the States. I didn't get to go to college. And I found myself at Google making more than I ever had in my life. And I was just suddenly ready to walk away from it. And so there was actually one night I woke up. It was like at 4 a.m.
56:49and I just burst into tears. I was just like crying. Right. And this was before I quit. I was about to quit. And I was crying. And my husband was just so startled. He was like, are you OK? Does something hurt? Do you have to go to the hospital? And I was like, I'm so emotional about this moment because I realized that my dream was to go start a company. And I was like, I have never felt that the right time was now more than ever. But I also have never felt so poor in my life. I was like, it's just so it's so crazy that I like am imagining walking away from this thing that I built for me and my family.
57:29and my husband was looking at me he's just like listen to this he's like listen he's like you know they're gonna try to give you like money to stay right but he's like how much do you think you're worth how much are your ideas worth I was like what he's like what's the number he's like how much is your idea worth I was like I don't know he's like okay is it 10 million dollars I was like I don't know he's like is it a hundred million and I'm like what are you asking me I'm like bawling my eyes out you're asking me a number and he like grabs me he's like listen girl He's like, you are not a$10 million girl.
58:01You're not even a$100 million girl. He's like, you're a$1 billion idea girl. He's like, you go out there, you do it. And he's like, and I got you. And I'm like, where did he get this? At like four in the morning. But it was to me like just one of the most like impactful moments of my life where I was like, here I am, you know, thinking about it this way. And I live with this person who sees me in this like totally different way. And he was like, you go get it. He's like, you go quit your job. He's like, don't go into this afraid. And I was like, man, wow. Yeah, crazy. I think he's coming on the show next.
58:35What a guy. Yeah, man, that's just what it's all about, right? I don't know. I've been thinking a lot about that, especially, you know, you started a business recently. I started one very recently. And the pressure you put on yourself and having people in your corner, like Riza's husband saying stuff like that. And, you know, it's the entrepreneurial journey, right? And I thought it was really cool of her to share that with everyone. And I got a lot of good feedback that people appreciated her vulnerability there. And I hope for more convos like that next year, 2026. That's tech at its best, right?
59:07And I mean, playing off that last quote about AI raising the capabilities and the bar, I do feel like while there is an insane amount of money being thrown at startup founders right now, you've got to believe that there are a lot of other people who aren't necessarily startup founder CEOs who are considering starting a business for the first time in internet business, an online business, a subscription, a service, content, now that it is getting so much faster to create and monetize and share and market whatever it is that you do, whether it is through Shopify, whether it is through AI-generated video, whatever it is, even having an AI EA or even a real EA that lives somewhere else around the world that's empowered by AI.
59:54I think people are getting faster and a lot more likely to try on their own, where before maybe it would have felt insurmountable. Yeah. And Rise is living proof of that. And Hux is growing, it seems. And I still check it every now and then. Do you check it? Not in a minute, because my podcast time has been taken over by my one and a half year old now that she can demand Twinkle Twinkle Little Star. That kind of coincided with the Hux launch a little while ago. Fair. But yeah, I think I would be checking it otherwise. That's a good reason.
1:00:34Well, that was our recap of the year. I mean, we launched the show in September. We've had a bunch of great guests. And I got to say, man, it's been great doing this with you. So it's been cool to, you know, we've been friends for a long time, but to kind of reconnect through this show and have families hang out and get to talk about all this stuff, it's meant a lot to me. So thanks for being on the ride. Likewise, my friend. Also, big thanks to our families for supporting us. We all know that podcasts take time, especially when they are with busy founders whose schedules are always in flux pretty much until the night before.
1:01:18There's a lot of time that needs to be shuffled. So thanks to anyone out there who supported us. And with that, don't forget to like, subscribe everywhere you get podcasts. We have a website now that LS Vibe coded over the holidays. It's access.show. Check that out. Give us feedback. You can find us in video at accesspod on YouTube. Definitely subscribe there. And if you like this episode, please leave us a five-star review or thumbs up on your podcast player of choice. It really helps and share it with a friend. That's even better. You could find me at Hamburger on Twitter and at Meaning.Company for all your storytelling needs.
1:01:56You can find my newsletter at Sources.News on Substack. Access is part of the Vox Media Podcast Network, and the show is produced by Hooked Creators. See you at CSLs. Bye. you
From the publisher
Ellis and Alex recap their holidays and the nerdy gifts their wives gave them. They go through their ChatGPT year-in-review, discuss the significance of Nvidia's reverse acquisition of Groq for $20 billion on Christmas Eve, and reminisce about CES in Las Vegas. Then, they recap the first four months of ACCESS guests, including the most viral moments from conversations with Mark Zuckerberg, Eugenia Kuyda, Dylan Field, and more.
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