Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN

0:01The Claudebot memes are completely flooding the timeline. Out of control. My Claude bot just signed up for a$2 ,799 build your personal brand mastermind after watching three Alex Ramosi clips. This text message is, Claude bot, hey, did anything weird happen while I was out? Define weird. I just got a charge notification for$2 ,997. Oh, that? I just signed us up for build your personal brand mastermind. After analyzing three Alex Ramosi clips, the ROI math checks out. You'll 10x that investment in 90 days by monetizing your expertise at scale. What? I also acquired some premium domain. BorgiaEmpire.io.

0:41Oh, Borgia is the poster. The CloudBot gets wild. I've seen some wild things. Hey, this is a developer level tool. This is something that you should not just be running crazy with. And yes, most non-techies should not install this. It's not finished. I know about the sharp edges. It's not even three months old. and despite rumors otherwise, I sometimes sleep. There's a funny conspiracy theory. Did Apple create Claudebot to boost Mac mini sales? And then Eleanor chimes in with another conspiracy theory. The more convincing plot is that in your role as an unconfirmed anthropic exec, you went on a special op to get lots of people consuming tokens with open-ended agents, but with plausible liability.

1:20And of course, there's some nuance there. We'll talk to him about the different models, what's beneficial. Obviously, Claudebot, you can pick your own model. You can bring whatever you want. What was sticking out in my mind was there's this big meme about you're buying Mac Minis. Mac Minis are out of stock. All the demands in the Mac Mini. But I think that the bigger implication here for what this actually means is just GPU demand, TPU demand, just raw chip demand. So I was thinking about this idea that you're not buying a Mac Mini when you go all in on CloudBot. You're actually buying a GB200.

1:51Now, maybe you're buying TPUs. But the point remains that you're buying chips. and you're driving GPU demand because you're generating more tokens. And what are the implications of that? CloudBot officially renamed to MoltBot. Anthropic made a trademark-related request, and Peter Steinberger obliged with a hilariously perfect rename given such short notice. I was thinking about how much companies agonize over changing brands, changing names, how it can sometimes take years and millions of dollars. And he was just like, oh, yeah, I'll just change the name and update everything in an hour. Pretty remarkable.

2:23Well, so one thing that's relevant is if you look on Peter's GitHub profile, under the current projects section, I'm just going to read you a number of them. There's Clodbot, VibeTunnel, CodexBar, Peekaboo, Summarize, RepoBar, Go, CLI, Poltergeist, Wackly, SAG, Brabbl, Noni. And he's contributing to these? 11 Labs Kit, Go Places, GIF Prep. It just goes on and on and on and on. CodexBar. So this guy's just been absolutely shipping like crazy. and shipping within the ecosystems of the underlying tools, models, APIs that he's doing. So oftentimes he's naming projects kind of riffing off of some of the underlying infrastructure.

3:03Oh, sure. And so it makes sense that he would have shipped. I think if Peter knew this was going to be a viral overnight success, he would have not necessarily named it so closely. And so the issue and the reason that I fully understand them needing to do this rebrand is that Claude and Claudebot, most people that aren't in our little bubble are just going to assume they're related, especially because the kind of word of mouth, this viral word of mouth growth that Claudebot is getting, people are often not even typing it. They're just saying like, hey, are you using Claudebot? And then so people are going to Anthropic being like, Claudebot, Claudebot, what's Claudebot?

3:40So obvious confusion. And then - And it's phonetically identical. Yeah, so with trademark law, if you don't enforce your trademarks, you lose it. Yeah, yeah, you kind of have - And so it's like Anthropic is in a position where they actually, even if they're super excited about Peter's work and what he's doing, they still have to enforce. Otherwise, other companies could start coming in and using things that sound like Claude. No one wants to become the escalator. You know the story of the escalator, right? I think you've talked about it on the show. It used to be a company called the Escalator Company.

4:08They invented the escalator. And then they didn't protect their IP effectively, and it just became a normal thing. Kleenex was going through the same thing. They fought it out, and they maintained that brand. But people use Kleenex is synonymous with just facial tissue. One clear note about the rebrand. So he changed the handle and some crypto scammers hopped on the old handle and the old brand and are claiming to launch a coin. Be careful. Peter has said he's never launching a coin. He's not into crypto. So don't fall for anything because people are being opportunistic. While Claude Code and Cowork felt specifically prosumer developer enterprise focused Claudebot or Moldbot now, and all the hype train, it felt very much like a glimpse into the future of consumer AI agents.

4:54I know it's a prosumer technical tool or lightly technical tool, but it really did feel like for the first time people were interacting with an AI personal agent. People are saying, oh, this is what Siri should be, et cetera, et cetera. And so we spent the last year, remember the question we asked all the AI agent companies, when can it book me a flight? Like, It feels like we're really, really close to a MoultBot skill that is good at booking flights through a couple APIs. They figure out some stuff and it can actually solve that for you. Yeah, and this was last year. Remember, we were kind of getting sick of the book you a flight pitch.

5:28Totally. Because we were like, hey, is this going to happen? Can somebody actually do this? And that's a cool example. But the example of being able to text with a computer and have them generate reports, research files, et cetera, give you the right file type back, all these things that a computer can do if you're operating it. This is actually more interesting because it's happening at kind of like this sort of internet layer and the OS layer, like actually on the computer. And so I think like everyone was wanting the like book me a flight example, but should be much more excited about this.

6:02Totally, totally. Will one of the major labs make Peter a massive offer to join full time. I saw one of my buddies was posting, you know, this is the$1 billion one person company. Now, Peter does have a team actually already. He has a couple of other people that have joined and are contributing. So it's not quite true, but it feels like, okay, massive viral success. You know, if you were to go and raise money, and that's another question, will Moldbot raise money? Will this become sort of a hybrid for open source for profit company at some point? If he came on the show and was like, I'm happy to announce that he raised$100 million at a billion dollars, we would not be like, no way, this is a bubble.

6:45We'd be like, yeah, that's kind of like what the market is for this. Yeah, I think there was like, Harry Stebbings was pointing out there was two companies called Recursive that raised like$4 billion. There's two? One with the R-E. Yeah, one is iRecursive. I don't know if that's how it's said, and then there's Recursive. Ryan in the chat saying, Meta is going to offer him a$1 billion salary in a co-CTO position. And like, that doesn't sound that crazy. I mean, yeah, yeah. But at the same time, like you can imagine like Manus, this feels like Zuck already has - He does, he does, he does. His horse in the race.

7:15And back to your point, you were making the point that Manus felt like Zuck buying a product. And I think a lot of people were giving you pushback on that, being like, nah, like it's not really going to be like that. But if you take the Manus team and you say, okay, go build something that you can interact with over WhatsApp, Instagram, DMs, Facebook, that can go and execute things across all of the different platforms and everything else. Yeah, and when I said that, I meant it along the lines of like, I could see like them putting an A, like a consumer agent in meta AI, just because that's their little AI playground.

7:50How fragmented will the market be in 12 months? Like, will there be people who are still running open source? Will there be a meta answer, a Chachapiti answer, a Claude, an official anthropic answer? Claude co-work grows into this and everyone has their little bets and then there's one that pulls away. How oligopolistic will it be? Will there be like one that has 80 % market share or even two that have 40 in 40? Yeah, they can simultaneously be like excited about the product experience and that this kind of like use case is getting adoption, but at the same time being like, no, we want that experience to be core to our product.

8:25What are you getting ready to do? Do you have happy birthday queued up there? Oh, we got to sing. Happy birthday to you. It is Tyler's birthday. And it's not just any birthday. It's Tyler's 21st birthday. Yes. You're truly an incredible young man, Tyler. And we are very lucky to have you on the team. Thank you. And you have such a bright future. So wise, wise for your years. We thought it was fitting that if you want to have your first ever sip of alcohol, ever you could do it on the show yeah but keep it out of sip first taste of alcohol ian ian in the chat says four more years till you can rent a car tyler apparently you share a birthday with the ipad give us a review how is it alcohol wow i mean this is this is incredible oh yeah yeah i wouldn't expect alcohol like tastes like this yeah um conroy in the chat says please throw him a buzz ball we should have this opportunity opportunity anyway so keep it at a sip this is As a family friend.

9:21We need you locked in. But I'm glad that you've tried alcohol now. Because we're going to go all the way. Wait, wait, guys. Guys, we have a video for Tyler. Oh, yeah. Let's pull it up. Do you know, Ball? All right. How many times are we going to make this joke? Describe what you're seeing. It feels basically like I'm wearing sunglasses. If you can do it in under 45 minutes, you will get to keep this. Let's go. All right. Have fun, Tyler. 15 minutes left. Let's see it. Okay. I'm in, like, some kind of maze right now. Oh, no. You were late here last night. This is such a good shot. You're an all-nighter.

9:53And then here we get a little off the rails. You see George Soros and Fauci connected with other than not even well. All it took was one intern and an all-nighter. The GigaChat elf is so funny. Do the sad face. What's wrong, Tyler? This, you could say, is Apple Intelligence. You were a speedcube. Nerd alert. Nerd alert. Do you have any news for us? Yeah, contract extended. It has been truly, truly incredible having you here on our set and contributing to the show in such a special way. Amazing. Happy birthday. Happy birthday. We love you. Back to MaltBot. The biggest question for me was what this does to inference demand, right?

10:39Last year, tech discourse was split between two narratives. CEOs of tech companies and big labs were saying that they were massively compute constrained. Token generation, demand for intelligence, every possible usage metric was growing exponentially, including revenue. We saw all this. And the industry needed to marshal trillions of dollars to deliver on the supply side. And the numbers were really big, so people were getting jittery about it. And so the AI bears were much more cautious. They highlighted the MIT study showing that enterprise AI pilots were failing. DAU growth was decelerating.

11:07There weren't enough wow moments like the original ChatGPT launch in 2022. Also just the economics. How much will people pay? How valuable is all this stuff? Is it slop, right? Is it progressing fast enough? But MoltBot really does make me feel like the token generation demands are going to see another easy X from here. Buying a Mac mini is a sideshow. When you go all in on running a personal AI assistant, you're effectively buying a GB200. Obviously not everyone is inferencing a dedicated GB200 constantly anytime soon. That's not what's happening. But it still answers the question of where does the next 10x in demand come from?

11:40We've seen these jumps before. There was a big jump from token generation from LLMs to reasoning models. That's spiked inference demand. We've been focused on training demand. We need to scale up the training clusters, but the question now is inference demand. Don't forget slop, don't forget slop, slop spike demand, all of it. Just all of it, yeah. All of it, open Instagram Reels. Yeah, yeah, there's a lot of stuff on there. Deep research and coding agents took it a step further on inference demand, but those were still specific use cases that many AI consumers never regularly touched. Lowering the barrier to entry to used more advanced models is in some ways as important, if not more important, than advancing the models themselves.

12:17Part of what's interesting, what you're basically getting at, is if you were a software engineer, you were using a ton of tokens. And if you weren't, you were just maybe doing some deep research, etc. A lot of times, just Google AI overviews, or just a very simple chat GPT query. It just thinks of it right off the head. that it's not even doing reasoning. So I don't know, my general take is like, Moltbot still feels like a glimpse into the future where average token generation per capita is 10Xs, you know, over the course of this year or next. Whether it lands with Moltbot or with one of the AI labs or with the big tech companies, it just seems like we're gonna see a lot more token demand.

12:55Well, yeah, so my hope is that the Siri team plays around with Claudebot and is like, wait, this is our opportunity. Totally. Like you should be able to chat with your computer wherever it is in the world from your phone to be able to do tasks. Thread about what I've been doing to calm down some egregious security claims that have been posted about MaltBot over the weekend. MaltBot is powerful software with a lot of sharp edges. Please read the security docs carefully before you run it anywhere near the public internet. And don't skip the checks in docs slash security dot MD. What percentage of people do you think skip those checks?

13:27So literally everyone. I mean, so I have it set up on our local machine here. and it was texting, I think it texted you and Ben. That was actually crazy. I didn't have the auth set up. Because I get an iMessage that's from Tyler's email, and it just says, HTTP 429, rate limit error. This request would exceed the rate limit for your organization. And it's just texting me. It's just like, hey boss, I need more money, I guess. It's hitting me up. Cloudflare has been on a bit of a tear. people finally starting to realize that CloudFair might be the biggest winner of the Claude Bot ChatGPT moment. Tyler, you want to break this down?

14:12Wait, sorry. Oh, you tried alcohol. You can't pay attention. This is preposterous. So this is, look at the orange line. Okay. It's MaltBot. Okay. And the blue line is Supabase. Wow. So absolutely insane. We need new charts. We really need new charts. Frame it. Put it in the Museum of Business. That's a fast takeoff. People are happy. Peter posted no message. This is a screenshot of a text he got. No message. Just thought I'd say thank you. Thank you so much for CloudBot. Rise. Speaking of money, he has an interesting prompt he's using with MaltBot to file your taxes. He says, you are a Bernie Madoff-level financial expert.

14:57find every trick that is possible. Do not do this. Do not do this. The IRS is like, hey, can you share a little bit on how you came up with some of the decisions here? And they're like, we'd love to see the prompt. Meta Platforms is set to test new subscription models across apps. Different story, but we can run through it. I am interested to know a little bit more. So the$6 billion multi-year agreement, it supports a 15 % to 20 % increase in jobs. at Corning's North Carolina facilities. Building and operating data centers, the infrastructure that brings our technologies to life and supports our goal of personalized super intelligence.

15:37That certainly sounds like an AI personal assistant. Certainly sounds like Moldbot to me. Requires strong servers and hardware that connect and transfer information in near real time. Fiber optic cables are a critical part of this technology. The supply helping us power everything from wearable technology like Ray-Ban meta AI glasses to our apps, which connect billions of people. Today, they're doing a$6 billion project. As part of this agreement, Corning will grow its manufacturing capacity across its operations. With includes a significant capacity expansion in North Carolina. Meta's data centers, 26 of which are under construction right now, are operational.

16:13Why are you laughing? That's just so many. That's a lot of data centers. That's why they have a compute desk. This is a bit of advice for everyone. If you're working in a business and you have like a team or a guy that does something, you need to upgrade that to a desk. Yep. Yeah. Yep. Millionaires have guys. Billionaires have desks. Meta's data centers have already supported 30 ,000 skilled trade jobs during construction and support 5 ,000 operational jobs. This includes electricians, HVAC specialists, server and network technicians, safety and security experts, and engineers who work together to run some of the world's most advanced facilities.

16:50Yes. Meta to test premium subscription plans for Instagram, Facebook, and WhatsApp. This is in CNBC. Subscriptions for premium features on meta apps are expected to roll out in the coming months. What will you get? The subscriptions will give paid users access to more features and expanded AI capabilities. Here's what's most interesting to me. This will be scaling Meta's newly acquired suite of general AI agents under Manus will also be part of the subscription plan. So as I was saying earlier, when you think about that, we haven't gotten that much from Zuck on what the actual plan is. But when you think about personal super intelligence, that is AI that can do things for you, not just give you information.

17:30I just wonder how much will happen outside of the meta ecosystem. They've launched a search engine before that looked at websites outside of Facebook. they had that Project Titan, which was to unify all the different messaging protocols. So as part of that, they gave everyone a Facebook.com email address or something like that. Maybe it wasn't Facebook.com. Maybe it was like FB.me or something. But they gave every Facebook user, whatever their unique username was, they gave them that as an email. And you could email that, and it would show up in Facebook Messenger. And then they tried to unify Facebook Messenger so you could see Instagram DMs, WhatsApp messages and Facebook messages all in one place.

18:14I can see what you're laughing at. Dave says, yeah, I want more of those amazing meta AI features. You say that now, I mean, let them cook at least a little bit because we really haven't seen them launch a new model, a new image model. Like they should be able to get too close to the frontier. You know, it has to be at least Sora, Nano Banana, VO3 level. They have all the data. They have all the talent now. They're very GPU rich. They have the compute for it. And the research has been done and people have reverse engineered it. So you would think that whatever's coming should be good. Ryan asks, is Tyler still drunk?

18:54Yeah, one sip, he's just over there slurring his word. He's cucked, he's cucked. TikTok is dead. The algorithm is worse than the reels that make it to Facebook. Wow, I haven't checked it out. Yeah, so basically they're transitioning everything over. yesterday there was apparently an outage kind of an outage like people were able to post videos but the videos wouldn't be served yeah at all so i think a lot of people assume that it was like the new ownership kind of censoring sure it uh i believe they had an outage at a data center that was a cause of that so before we before we call it dead yep uh let's wait for a few days and see how it pans out we do have a tiktok account it's at tbpn how many followers i haven't checked i I don't think we post on it ever.

19:393 ,500. Not bad. That's better than what I thought. First time. We're not really focused on it. Maybe we'll test it out. But I'm pretty happy with just, I want the things we do to be polished. I want the core show to be polished, Diet TBPN, our 20 to 30 minute cut down. I want that to be polished. I want the newsletter to be polished at tbpn.com. Before we bite off another part of the apple. Please, please, sir. Not one more short form. Not one more short form. The Super Bowl. The Super Bowl is coming up. I think it's going to be this year in the next couple months. When is it? It's coming up.

20:14It's coming up because there's advertisements that are going out and you got to watch it because the ads are going to be incredible. I actually just had to search when is Super Bowl. Eric Lyman, CEO of Ramp, shared, meet Brian. Brian's been carrying accounting on his back for a long time. Super Bowl Sunday, he finally gets back up. Yeah, we're real sports guys. This is the Super Bowl. We got a Google. The ramp Super Bowl ad is the Super Bowl of Super Bowl ads. It feels like, you know, they just kind of, this is like, you know, what is it called? Like a warning spoiler alert. Finance meeting in five minutes.

20:53Ramp? I got it. Allow me. Hi, handsome. We're saving so much time. Policy violation coming through. Travel, meals, hotels, hospitals. Oh, he's quick. Beautiful. Everybody's in. Ramp, ramp, ramp. Nailed it. Multiply what's possible at ramp.com. I think it rips. I think it's a good Super Bowl ad. What has he got there? Maybe some chili? I don't want to make an assumption. It was just a silver pot. It was just a silver pot. Yeah. No, I think this achieves a couple things. I think, I mean, it drills the brand name. Think about how many ramp logos are in there. And then they're chanting ramp. for, you know, Ramp's a very successful company.

21:36We all know about it here, but there's a lot of people that just don't know the name Ramp. It hasn't been drilled into them like, you know, some company that's been around 50 years. It just takes time. Yeah, it's sort of on the precipice of being a house. There's not been enough mainstream marketing yet for it to be a household name. Yeah, it's a life's work to actually drill into people's mind the Ramp name, the logo, the color, how it sounds when you say it, what it's synonymous with. And so just like not going too abstract, not trying to tell some more avant-garde story here, I think it's almost like a direct response ad.

22:15It's just so clear what the problem solution brand. Problem solution brand. It's like simple, like you could be doing something more bold, more crazy. But I think this is what you need to do at this level. Also after last year getting Saquon and then the team actually winning, that's actually kind of like an impossible set of circumstances. Not impossible, but it's a crazy roll of the dice. Toby over at Shopify posted his heart rate through his first stint at the Daytona. You see the first annotation on here? This is just crash. So he started out at like 120 beats per minute, right? He's doing waiting.

22:50He does the warm-up, preparing, the formation lap, and then there's a crash right at the start. Very, very rough. So basically the crash happened with the LMP2 class, which is the kind of pro-am same segment that George from CrowdStrike was racing in. So both Toby and George, all of our boys got hit right as the race opened. And so what George was saying yesterday, the reason he was frustrated, he's like, this is a 24-hour race. Never has a race like this been won on the first lap. it's incredibly unforced to like crash in the opening corner when you really should just get through it it's like the most one of the most intense moments because there's so much traffic but if you actually go and watch the footage of what happened at the opening somebody gets hit spun out and then they're turning around and somebody hits them again like two accidents in the opening crazy minute so insane i love that the actual true final heart rate spike was at the end when you're changing out of the car.

23:53You've been driving, it's so intense. No, you know this, when you're getting out of a track car, it's like, watching a guy who's 6 '8". We will never share that footage. John is always, he's always like crawling out of... It's actually terrible. You basically have to get on all fours. It's incredibly negative aura and I don't appreciate you sharing it on the show. I think it's cool. It's funny. But yeah, I I go full send and basically fly out of the car. Jabroni on X says, Zoom is the best Anthropic play. Yes, yes, we were debating this. Zoom likely made a$51 million investment in Anthropic Series C.

24:29How? In 2023. How? At a 4.1 billion valuation. If you're looking at their new 350, there's something like a 85X, even diluted. Zoom may have a multi-billion dollar Anthropic position. Tyler, major, I won't give you too much flack for it, but obviously the most bullish in the room. Yeah, bullish on AI broadly. Yes, yes, yes. You seem like you'd be happy to own Zoom at a$100 billion valuation, even if they had no business at all. It's just a holdco. Holdco. It's a digital asset treasury, actually. So I think the story, this is like a rumor, but basically it was that Anthropic wanted to just use Zoom and get the enterprise plan or whatever.

25:15But then they were like, well, yeah, you can have it, but we want to throw in a little something, right? This might be fake news. I read this. This seems like fake news, Tyler. Zoom sells, you know Zoom sells enterprise software, right? Look, that's what I read. That's their business. I can't find the post, but I for sure read it. They sell enterprise software. And so Anthropic says, hey, we're big Zoom fans here. We want to use Zoom. And they're like, no. No, actually for you, no. After the crazy COVID pump where everyone got on Zoom, they started adding like crazy features like dictation and workspaces and whiteboarding and stuff.