Diet TBPN: October 17th, 2025

0:00You're watching TVVN. Today is Friday, October 17, 2025. We are live from the TVVN UltraDome, the Temple of Technology, the fortress of Finance, the capital of Capital of Capital. Let's play the clip from Bloomberg. There was a report about the NGC2 system. It named both Anderle and Palantir. We've asked Palantir through Shom to comment on that. But the report in Palantir's case moved markets. Could you just respond to that reporting? Journalist who wrote that Reuters story would have been failed out of the class by any of my professors. He refused to include our on-the-record statement. He refused to include the on-the-record statement.

0:39This is crazy, though. because they fundamentally made the whole story not a story. They didn't include what Palantir and Anduril had to say. The army was like, hey, we want you to prototype something for us, like put a bunch of dots on a map, do something different, like create a new UI, like show us what you can do. And then clearly an enemy of Anduril and Palantir leaked, like, well, they didn't have OAuth set up yet. And it's like, well, yeah, we know this in Silicon Valley. When you build a new product, you focus on finding a problem, building the solution, and then you figure out how to optimize the database.

1:15Everyone in America knows that it shouldn't take 50 years to build the new planet. Everyone knows that other countries can build stuff faster and build systems faster. And it shouldn't take this long. And other countries aren't smarter or more hardworking. They still know how to build fast data centers. The difference between the data center market and what's going on in defense and government procurement is that the data center market doesn't necessarily have a ton of entrenched interest in being like, let's not speed up. Our model works. Palmer also went on the Joe Rogan experience. We have some images from this.

1:50The European mind cannot comprehend what happened. Now, this is unfortunately a fake. You're telling me this is slop? This is slop, but this is the purest slop possible. You didn't allow me to live for just 30 seconds, John. It is, unfortunately, fake news. We need to put it in the truth zone. They pulled up an Ashley Vance video of a wrecked robot. Yeah, yeah, play that. Is this something that someone's working out with? This is a robot fight league in San Francisco. So actually, this is a buddy of mine who's been working in VR for a really, really long time. So it's like, what a tiny world of weird wackos.

2:24They were having so much fun talking about, like, it should be a human versus a robot. that's what Palmer and Logan Paul are apparently working on. And they go into this big, long discussion about, well, if you can train a robot to be perfect with its punches, it could also pull its punches perfectly. And so it could be the ultimate sparring partner. It could train on, you could say, I'm going to get in the ring with Evander Holyfield or Mike Tyson today. And it could mimic that perfectly in theory. I'm more interested to see 100 robots versus one human while they're not quite as dialed. That would be great.

2:58But the issue is imagine how much damage Logan Paul would do to a bunch of those unitries today. I think you get 100 unitries, the humanoid robots. You put them in gorilla costumes. You turn Logan Paul loose. It's a$2 million production, but it's going to get a billion views. You could also do 100 unitries versus one gorilla. Some photos of Mark Benioff on TVPN and Palmer on Joe Rogan. He's the final boss of Salesman. With a lot of other people we've met beforehand. we've talked, we've gotten to know each other. That was not the case with Benioff. The first time I ever talked to him was on that call.

3:34And it just felt like we were old friends immediately. Before we move on, let me tell you about Privy, wallet infrastructure for every bank. Privy makes it easy to build on crypto rails, securely spin up white-label wallets, sign transactions, and integrate on-chain infrastructure all through one simple API. This is my opportunity to remind everyone that Andrew Huberman was a writer for Thrasher Mag before becoming a neuroscientist. You can just do things. Look at this photo of Andrew Huberman. He's looking fantastic in this leather jacket. How did I never know this? Yeah. This is just a massive invitation for Jensen Wong from NVIDIA to go on the Huberman Lab podcast.

4:08That would be a fantastic crossover. Cheers. Joe Rogan says car design is bad now because car designers stopped doing drugs. Ooh. Hot take. Hot take from Joe. Joshua Kushner strolled billionarily across the room. His contrarian high-concentration vibes engulfed Rick Rubin's bohemian monk retreat. Joshua's high conviction and mistress filled the room." It's the giga chat at the typewriter. LMAO, here's the first sentence of this Kushner profile. The road to Rick Rubin's house was long and winding for Joshua Kushner, who traversed more than might be gleaned from the surface glint of his life. People were debating whether or not this is real journalism, whether or not this is real investigative journalism, and the trade-off that people make when they read these.

4:52Colossus is out there saying, like, we are trying, they're not trying to be anyone but Colossus. Exactly. They're not trying to. And that's the thing about media is, like, media is not zero-sum. Yep. Like, the New York Times can thrive, and Colossus can thrive, and they can have some overlap in maybe the stories that they're interested in, but they can have totally different ways covering people, and that's healthy and consumers have the choice of whose kind of general point of view do I want to, you know, read. I'd like to imagine I fail, though, by inherent nature of being human to understand the arguments of the tech folks and the journalist folks.

5:33And here's what I believe they both say and where I agree slash disagree. I'm hesitant to call Colossus at all investigative journalism since there are more puff pieces or a farm for the Gen Zers than not. Yeah, it's a pretty good take. I always enjoy going to futurism.com, which is a media company you would assume is excited about the future. Here's some of their latest stories. Divorced Tesla fan admits that his Cybertruck is repulsive to women. Super proud to have been involved with this over the past few months. The lower cost of acceptance with BTC will make traditional card processing obsolete.

6:11will be announcing some really exciting sellers who've moved to Square for Bitcoin. They are so convinced that people want to pay for goods with Bitcoin. Who? I bought a TV with Bitcoin. It was the worst financial decision of my life. Paid one Bitcoin. Yeah, it's a$100 ,000 TV. $100 ,000 TV. And it's not even 4K. And it's actually in the trash now. I gave it away. When was this? It was in like 2013 or something. Bitcoin was like$1 ,000. Yeah, just before you were born. You could run it back and buy a car. I actually spent like five Bitcoin on consumer electronics that depreciated like crazy. Heather donates a quarter million dollars to OpenSats to strengthen free and open source ecosystems supporting Bitcoin and Freedom Tech.

6:53Jack says, why only$250K? Somebody asked, how much did you donate? He goes, over$21 million. You? This is like the former owner of the dive bar coming back in and just talking smack. Yeah, yeah. He's like, I don't know if he does anymore. But spiritually, I own it. A lot of soft power. Heineken, the beer company, which has been around since 1873, is taking a shot at friend of the show, friend founder Avi Schiffman, who has been putting friend billboards all over Los Angeles, all over New York. Heineken has people who get it and can sell it internally or have proper processes to turn this around quickly and ship incredible speed for a giant organization.

7:34I completely agree. It's the official beer of AI Doomers. But analysis do you want to run? Chat with your data and get expert level insights in seconds. Julius is the AI data analyst friend who works for you. My boomer dad looking at me after I've made fun of him for the past 10 years for buying gold off those stupid infomercials on TV. Well, congrats to all the boomers who have been holding gold for years and years and years and are now seeing it finally mooned. Aaron says, if you ever think you're a good programmer, just remember this dude wrote Roller Coaster Tycoon by himself in assembly. earning$30 million in royalties.

8:10That's awesome. Imagine when he woke up from his dream of assembly, he immediately jumped into more assembly. He woke up excited to get out of bed, not for the money, but for the love of the game. Chris in the chat says, my favorite part was cleaning up the throw-up in Roller Coaster Tycoon. Is that real? Yes, there might be throw-up if there's a mess, if there's a crazy ride. If your ride's been too crazy. It's like if you put the food next to the ride, the people will throw up. DoorDash will use Waymo's RoboTaxis for delivery in Phoenix. customers will have to come down to the curb to retrieve their orders from the driverless car's trunk.

8:42Paula says, private robo-taxi for my burrito. And that is all you need to know about America. Pretty sick. Greg Brockman said, thanks, Jensen, for the hand delivery of the DGX Spark. Best delivery service ever. Amazing to see so much compute. Based 16Z says, AI bubble ended in the funniest way. 2022, AGI soon. 2023, AGI soon. 2024, AGI soon. 25, never mind. We give up. It's just erotica and ads. It's not just erotica and ads. And cures for cancer. And gambling. Amazon admits they're losing an AI, says Buko Capital Bloke. Internal documents obtained by Business Insider. We got to check out Business Insider.

9:31Revealed that AWS has flagged a fundamental shift in how startups are allocating their cloud budgets. Increasingly, they're delaying AWS cloud adoption and diverting spending toward AI models, inference, and AI developer tools. Startups are not flocking to AWS for running. Like the whole ecosystem. Yeah, yeah, yeah. In years past, there was definitely a path. I think, yeah, I just look at this as there's clearly a fundamental shift, and they're not capitalizing on it in a big way. I agree. You know, I've often said that I wouldn't be the first person to go on the rocket to the moon or to Mars, but I'd be like number five or ten.

10:11As long as the first couple people make it back, I'm good. What about you? What number of person do you want to be? Do you want to be the first person with the millionth? You want to be the millionth Neuralink customer? I'm probably in the first 50 ,000, I would say. First 50 ,000. Yeah, I mean, there's an interesting thing. What? One possible solution to the kind of doom snare is that it's like the merge. That would actually prevent the AIs taking over because we are kind of AIs. They can't take us over if we're them. Jordy, what number are you? Big. Big number? We're going to need a bigger gong for my number.

10:49All according to plan. He is highlighting the fact that everyone with the same name as him is absolutely correct. They're either building, cooking, or at Thinking Machines or OpenAI. It's a good time to be Eric Jong. We've got to get all of them on the show. We do. Eric Jong Day. You're all invited. Talk about OpenAI, Thinking Machines, cooking, and building. Tyler, can you work on this? Invite them all. We have some breaking news. Apple has entered a five-year deal to broadcast Formula One in the United States. And I love the Apple strategy. How much did they pay? We don't, I don't know. We should look it up.

11:24It's a barnacle economy, in my opinion. Barnacle economy. It really is. They just, like, drive to survive is this whale that was making F1 relevant in the U.S. I feel like. They just attached onto it. It's a big barnacle. Wait, wait. Who's the barnacle and who's the whale? I feel like F1 is. He's saying Apple started as a barnacle, and they're becoming the whale. Okay, here he is, Tim Cook. This is at F1, and they want him to wave the checkered flag. That looks fine. No, it doesn't. How does one wave a checkered flag? That is not how you would wave. How would I wave it? Would I just more gusto?

12:00Look at how lackadaisical this wave. It does seem like he's kind of phoning it in. Looks like he's going fishing. It does, yeah. He's at the finish line of a Formula One race, and he looks like he's going out for trying to catch some trout or something. Wow. Have a fantastic weekend, everyone. We will see you on Monday. We love you. Leave us five stars on Apple Podcasts and Spotify, and have a great weekend. Have a wonderful weekend.