Elizabeth Holmes Breaks Silence, Jamie Dimon Locks In, Machine Parts Pizza Tracker, Monkeys on Macbooks

34:07And they did very well. Uh, it's funny that, uh, I don't know what, how prison works these days, but then if you go to the second slide here, uh, there's a photo of Elizabeth Holmes, her, uh, partner, Billy Evans, and their two children on a beach in La Jolla. And I didn't know you could just go out and do photo shoots on the beach. Like it's pretty, pretty nice that you get to get out. And so that was for the new york times so that had to have been during the not like right before she went in yeah that must be they don't like they don't let prisoners okay okay yeah yeah yeah that makes sense and so uh yeah when you imagine that exchange she's talking with you know whoever i don't know how it works honestly yeah well like you don't understand it's people magazine it's people magazine you ever gotten an opportunity to for a profile in people magazine you gotta let me out um uh and so the people magazine does a good job of telling the the condition that she's in while home shivers from the frigid air conditioning and picks the nuts out of a bag of trail mix she says she has settled into the dormitory style prison's routine each morning she wakes up just after 5 a.m on the grind jacquo willink style uh eats fruit for breakfast and then does a 40 minute daily workout lifting weights rowing and running on a track she's grinding grinding i like it get back in the uh by 8 a.m she's at the education building earning 31 cents an hour as a re-entry clerk helping women slated for release write resumes and prepare uh to apply for tax credits and other government benefits i bet she's pretty good at that um she also teaches french classes pretty can you imagine if she spent a decade just just deep in the science james cameron style 100 agree and i want that to happen like if she's the real deal, publish some research, publish some blog posts, even just give us, you know, your take on the latest science, like break down CRISPR, like study this stuff and show us that you're the real deal and that you actually understand the science and you'll win me over.

36:09But as long as you're, you know, just talking about the personal side, it's like, it's a lot harder to take you seriously as, Hey, yes, you were, you were really a student of the, of the craft that you were building in and you just got over your skis. It's like, did you ever understand the science because if you did you should double down on that and come out with a banger thesis based on a ton of research find something that's undiscovered in in the scientific research and drop a bomb on us elizabeth i'm ready i'm i'm listening um so many of these women don't have anyone and once they're in here they're forgotten between roll calls five times a day holmes also works as a law clerk helping women secure compassionate release and for their court cases Holmes says she was uh was raped at a college fraternity party and testified at her Theranos trial that she had been sexually abused and manipulated by her co-defendant Balwani this is the uh this is the uh uh the Spengali defense that he was manipulating her and you can kind of see that in the text messages like it is a sympathetic case uh she claimed he controlled everything from the food she ate to her daily schedule and kept her away from her family kind of a uh I don't know like some cult situation.

37:22I wish that I left. I wish I had seen the abuse or I understood it and why I didn't. And I'm finding peace with all that. If I can break, it can break a lot of people and I was able to rise through it as best I can. Balwani's lawyer did not respond for a request for comment. Once a week, Holmes attends cognitive and behavioral therapy for PTSD. She also counsels inmates who are survivors and it helps her find meaning in her incarceration. Human beings are not made to be cells. It goes so far beyond understanding. I'm trying really hard not to tear up right now. I'm trying to grow as every moment matters.

37:58And if one person's life can be touched, trying to help them in a crisis, it matters. She's on a largely vegan diet, although she has added salmon and tuna after becoming anemic in her first year in prison. Yeah, it would be rough to be in. She's reading a lot. She read Harry Potter, Rick Rubin's The Creative Act, and Cherry Huber. Is it somewhat surprising that they have salmon in a prison like this? Why? I don't know. That doesn't seem that crazy. I don't know. You've got to get protein from someone. Certainly not the least expensive fish that you can get. I don't know. Oh, well. Well, she's scheduled for release in April 3rd, 2032.

38:41She'll be on the show April 4th, hopefully. we'd love to interview her and see what she's cooking up in the biotech world next maybe someone will acquire the Theranos IP I mean what's your last take before we close out I'm very confident that we could do a we could do a Holmes prison interview episode if it ever made sense but we'd like to see we'd like to see the research first we'd like to look at you know the data we'd like to see i think it's awesome that she's trying to help you know help people from within the walls um but we want to see the science yeah i i want to put her in the ring with a couple biotech phds quiz her on a bunch of stuff pop quiz how does crisper work you know see if she ever cared if she if she gives some good answers i'm willing to she's saying that willing to forget he's saying that uh she's gonna when she gets out she's gonna fight for reform of the criminal justice system yep she recently drafted an american freedom act bill a seven page handwritten document to bolster the presumption of innocence and change criminal procedure this will be my life's work says home so it sounds like she's gonna abandon biotech and focus on this um and maybe you know maybe she can have a positive you know real positive impact there so uh again everybody uh everybody's doing their best sometimes their best is terrible but uh you know hopefully hopefully she can hit a good trajectory it is a fascinating story though it's captivating i see why they made a show out of it i see why they're making movies out of it it is wild well let's move on to some good news hadrian has announced atlas uh zane a good friend of the show says, I've said it before and I'll say it again, Domino's Pizza Tracker, but for manufactured parts, probably why the difference in pay.

40:43And he shows the Domino's Pizza Tracker. He wants to know if he's manufacturing a part, when is he going to receive it? Where is it in the manufacturing pipeline? Hadrian delivered. If you can track a$15 pizza in real time, why not your$15 ,000 machined part? We fixed that. And so if you're Hadrian customer. Now you have access to Atlas. You can track all the parts that you're, uh, that they're making for you and see where they are in the pipeline. We're good friends with Chris and Hadrian and, uh, wish him the best with this project. You got any takes, Jordy? I mean, it's very cool. There's just so much, uh, if you've ever, you know, got anything manufactured anywhere, it's just a lot of email and PDFs and, uh, you know, uh, calling, calling people up and saying where's where is this thing uh you know and so it uh makes a ton of sense uh it's it's cool that hadrian that this wasn't actually the problem they were trying to solve like they're trying to solve sort of the more base level like let's just make these things uh faster better cheaper here in the us but uh it's great that now that they've sort of established that they can start layering on these features that are going to make it you know world where why would I order you know this part with somebody else when you know I can get it and have like linear visibility into how it's getting made the timeline and things like that so very cool to see and this is like going into more of this like vertical like these sort of verticalized businesses that are doing the production and they're not saying oh we're just going to use this random you know order management SaaS app that we bolt on or we're going to use Salesforce we're going to actually own the entire stack from the actual part being manufactured to the delivery to the end, uh, and, uh, purchaser.

42:34So yeah, very cool to see. And, uh, Chris has just been, Chris has just been such a legend in his support for the show. Uh, I've never met him personally, but, um, uh, he's absolutely, uh, exemplifies brother behavior. So I'd love to see Hadrian Yeah, I saw a screenshot from a YouTuber who is one of those like builder DIY hacker types that builds like physical like kind of gadgets like, oh, I built a robot to, you know, make pizza or whatever. just like fun little YouTube projects for the kind of mechanical engineering folks. And she tried to get a part made. She contacted five manufacturers in China, five manufacturers in America, five manufacturers in Europe.

43:20No one in Europe even responded. There were like three quotes that came back from America and they were all too expensive and too slow. And every single person in china gave them a super low gave her a super low quote in two seconds and it was just kind of like uh another anecdote of how important what hadrian is doing is to america and the fact that we really have fallen behind on like the machine shops if you don't have a standing relationship with a guy who just knows how to make that part and they might be retiring uh you're gonna have a rough go um but let's stay on yeah there's something that's something that uh you know, we, we, we throw a little bit of shade at the CCP from time to time, but, uh, one, you know, looking at the actual culture on the ground in China, this idea around response rate matters, timeline matters, speed, their generalized, you know, sort of startup and just like business culture over there is just so, uh, friendly to customers in that let's get this to you as, as, uh, cheap as possible, as fast as possible.

44:22And, you know, they make really high quality stuff, right? The whole narrative that Chinese products are low quality is just no longer the case. Yeah. Yeah. It's all over the place. I mean, Timu, obviously the lowest quality product possible. Did I tell you we got duped by Timu? Right after we did the deep dive, they must have been listening because I ordered a wireless headset that I'm wearing right now on Amazon. and it arrived and it's a Sennheiser product. It said Sennheiser. I bought it. We get it. We try and set it up and we're like, this isn't working. It doesn't have the right buttons.

44:58It doesn't even say Sennheiser on it. What had happened is someone, I guess the scam is they buy the product. They swap in like a Timu clone and then they return it and then it goes back into the Amazon inventory system and then we receive it and we're like, this doesn't work. And so I wound up just buying it on B &H and it came a couple of days later. That's crazy. But I always, anytime I return something, you know, an Amazon purchase, you can like drop them off at a Whole Foods or whatever. I'm always shocked at the lack of, you know, emphasis from the team on just saying, you know, I'm always returning like exactly what I ordered.

45:38But there, you know, I could have just put like a horse head in the box and they would have accepted it. So it's customer friendly, which is cool. but yeah, it can definitely be abused. Well, let's go to Ted Feldman. He has a startup idea, the port of El Segundo, a fully automated container port to compete with inefficient ports of LA and Long Beach. He's raising a billion at 10 billion post. Let's give him a little size gong for that. Why, Aiden Guo says, why isn't this feasible realistically? Ted says, I don't know, but I'm interested in finding out. I would be interested in finding out. Yeah, I mean, if you've been to Dockweiler, the beach right there it's just in front of this uh sewage treatment plant and so it's not like if you built a port there you would be destroying the value of homes that have beautiful views like the sewage treatment plant or the water treatment plant doesn't really care probably about that so i would love to see a port built there i think that's an awesome idea ted and good yeah so one of the pushback that some of the pushback that you're going to get is the entire surfing community in el segundo will come out in full force to make sure it doesn't happen and you know obviously you know environmental stuff but this actually happened before they added a uh dana white uh not dana white dana point um okay always ufc always on the mind uh dana point used to have the best surf break in southern california it was this iconic break and they put a port in Dana Point and it just went was gone completely and so um you can watch crazy documentaries on on the whole history of that uh but surfers are very triggered anytime you start doing sort of like actual infrastructure development near surf spots and I grew up actually surfing uh in El Segundo at El Porto which is just south of um Doc Weiler uh why not do more geoengineering let's let's put a port in that takes a break away and then let's dig out a massive trench that creates a Nazare like hundred foot wave right off of Santa Monica.

47:42You can have big wave surfing. You can actually create waves by sinking boats strategically. And so maybe you could do a trade where, Hey, you can build the port, but you have to sink an aircraft carrier that just completely changes the surf break and just turns it into the best surf spot. Actually, I love that. In high school, I worked at a surf shop and we were actually trying to, at one point, explore like intentionally sinking a boat. Like this one place that was got really good swell, had the right wind direction, but just didn't have the sandbags. So we like seriously looked into it and the economics of like, okay, if we get, you know, 50 of our buddies to like chip in for an old boat and then like take it out there and sink it.

48:28Yeah, I mean, a lot of these things have like second order consequences that you need to be really careful about. Like in Dubai, when they built those islands, I think there was a lot of silt and it basically kicked up a ton of sand and killed like everything in the region, basically. And it kind of ruined scuba diving for a little bit, maybe. But at the same time, in Truck Lagoon in Palau, in Micronesia during World War II, the Japanese had... When you said truck lagoon in Palau, I was just like, okay, are you just completely making stuff? No, no, no. This is a real story. So the Japanese had a whole fleet of fighter aircraft, zeros that were stationed on this island towards the end of World War II and the war in the Pacific.

49:15And they had intel that the Americans were going to come and bomb the landing strip and blow up all the planes because the american bombers had detected that these planes were vulnerable and so the team uh like the the japanese army or the air force uh didn't want to lose all the planes they said hey if we lose a landing strip we can repave that potentially but we don't want to lose all these planes and have to remanufacture them so what they did was they took all the planes and they sunk them to the bottom of this shallow lagoon and they were like they'll get all wet for a day or two the bombs will come we'll repave and then we'll be able to just crane the the uh we'll crane the the planes out dry them out and then we'll need to clean them and stuff and get all the water out of the engine oil change but then they'll be good to go and we'll be able to go on the counter-attack right but the war ended and so those planes were never like retrieved but it's created this incredible artificial reef that has created a ton of fish life and it's one of the best scuba diving spots in the entire world crazy yeah and i would not i would not think that like the second order effects of this mistake actually were pretty good i mean i'm sure there were some environmental considerations like there's probably some oil in the water for a little bit but now it's just fantastic for basically everyone the scuba divers enjoy it the fish enjoy it everyone's good i would not think that you could i mean I don't think you could drop an F-35 in salt water for more than 10 minutes without just completely destroying it at this point.

50:47I mean, the electronics are a different factor now. Back then, very analog. And so you dry it out and you're pretty much good as long as the oil lines are good and everything's the pistons are cleaned out and stuff. It's crazy that you could do this. The first flight back in a plane that had been submerged in salt water for 48 hours would have been a little hectic but yeah a lot of those guys were willing to put it all in the line anyway so you know what's a little more risk anyway let's move on to a narkey fan of the show narkey says uh is uh quote tweeting six levels deep here we got consequence uh 15 out of 23 monkeys implanted with elon musk's neural link brain chips have reportedly died uh broley says why must I, a STEM major, take an ethics class?

51:34Terminally online leftist says Evergreen, and Anarchy closes it out by saying, that's why we test on monkeys, LMAO. Update, it has been brought to my attention that the monkeys were already terminally diagnosed. So perhaps eight monkeys had their lives extended. And this has been one of those narratives that's been going around with Neuralink for a long time. And the Neuralink team actually goes way, way above what most research clinics do in terms of like monkey safety because they know that they're going to be such an attack vector but it's just such an emotional story that it goes viral like every week basically like oh they're abusing monkeys um but uh fortunately the monkeys live very good lives at over at neuralink and they uh uh and they get to use macbooks which is crazy yeah i was talking to one of the neuralink guys and he was just like it's the best place to work in the world because you walk in and there's just a monkey on the computer and i was like yeah that sounds amazing we should we should really try to get one of them on the show uh at some point play pong against them so yeah see who can win they're probably they're probably cracked i mean we can get nathan on the show i i've texted with him before he's a good dude he's the first neural link patient p1 uh uh paraplegic quadriplegic i'm not exactly sure the term but uh has been re-gifted this ability to use the computer and can tweet and play civilization and play games and it's a it's truly like a magical wonderful uh technology and i'm very excited for it and uh obviously it's going to be slow obviously there's going to be a lot of things to do i mean the neural link team when i've talked to them they said like yeah it's going to be like 50 years maybe until this is in like you know an average person who's healthy but uh in terms of in terms of seeing it as a true medical device for helping people that have a serious, serious disability, uh, the impacts already happening right now.

53:29And, uh, I'm, I'm, I'm, I'm, it just makes me, it just feels incredibly futuristic, incredibly positive and something that, uh, needs to be rolled out everywhere. Uh, well, let's go to some other amazing news. America is back on top of the lap records at five different, uh, courses, the Chevrolet, ZR1 unleashed was unleashed on five of America's best tracks, Road America, Road Atlanta, VIR's full course and grand course and Watkins Glen with GM employees and engineers behind the wheel. I love this. They don't get test drivers. They get GM employees. The guy who broke the speed record. I got to, I got to potentially put it on this.

54:14They can employ. Yeah, of course, of course, But the guy who did the speed record in this car. So if you don't know, Chevrolet, the Corvette has been a historical American front engine muscle car for generations at this point, decades. They're now on the C8. The C8 transitioned from a front engine to a mid engine or rear engine, I think mid engine sports car. So it drives more like an Italian Ferrari or Lamborghini at this point. And then they have a number of packages and upgrades. And the ZR1, you can think of it as like the GT3 RS, like almost the track focused, but still road legal version of the Corvette C8.

55:02And so the C8, they really went all out on this. They gave it over a thousand horsepower. hour and typically for a long time american cars just car just car makers in general have kind of given up on the on the high speed records uh they just don't even go after them anymore because bugatti set the record so high at like 250 miles an hour there was no real point but uh corvette wanted to and the team over at chevrolet wanted to break something so they made the fastest american production car i think this zr1 goes uh something like 223 miles an hour and that test you have to drive straight on a on a track and then you have to drive the opposite way so the wind is adjusted for and the guy who did it was like a vice president at the company uh so yeah i mean i'm sure he's like a track driver he's like very experienced but he does have a daytime job at chevrolet and it's very cool to see them do this some of the lap records are incredible and fantastic and they made a whole little documentary about it.

55:59So congratulations to the Corvette team and the Chevrolet team. Jordy, what's your take on the Chevy ZR1? Yeah, I think we need to put this in context. Please. They were basically racing against time set by the GT3 RS and the GT2 RS and maybe a GT4 RS. But I know for sure the GT3 and the GT2. So these are tracks that Porsche has historically been absolutely dominant on um and so to come out and put up these times is uh just incredible uh i've never been uh never been an american muscle car guy you you have a more uh meaningful appreciation for them but uh but i but i i'm very excited that to see an american you know manufacturer competitive here and putting this emphasis on a car that will basically be in the supercar category it's it's it's hard to call a um you know one of yeah a zr1 a uh a supercar uh for me but it certainly is when you're putting up numbers like this but at the same time 200k and yeah i mean america has a long history with the muscle car but i think america's kind of locked that up in the sense that you have mustang gt gt 350r the gt 500 you also have the dodge Demon, which is like the ultimate muscle car.

57:25And then even a Tesla Model S Plaid, it's not a track focused car, but it goes zero to 60 in two seconds. So it's again, kind of an American muscle car. I love that Chevy was like, hey, let's go a different direction and try and get into the more rear engine sports car, hyper car, super car market and reposition this classic muscle car, because there's enough exposure in the American market. And so I think it's really cool. I think it looks the other thing is is the zr1 is basically less than half the cost of the cars that it's racing against and so you're making this ridiculous performance accessible uh which is awesome uh yeah i love it so great great daily great commuter car uh wherever you are in the world yeah it's uh i mean if you're an american dynamism investor you're trying to tell a story about revitalizing American manufacturing, you don't want to get caught in some Italian or British or German.

58:23Is this American made? Some other stuff is Mexico, right? I don't know, but it's an American company. I think this is probably made in America. Yeah. At least modified in America. Let's move on to Nikunj. You're right. It's made in Kentucky. Made in Kentucky. Let's go. Couldn't be more American than Kentucky. I mean, the perfect three-car garage right now, I think, is probably new Tesla Model Y for the daily. It's got the self-driving, throw the kids in the back, no problem. Then you get one of these as your sports car. Take this out. Then you get the land yacht, the Cadillac Escalade. There you go.

59:03You're pretty good then. You got your weekend car. You're going to the mountains. You need a big land yacht. Then you got your little daily self-driving car. and that's so you do you you build out your american stack and i'll stick with my german stack yeah yeah and uh yeah you'll be at the dealership getting uh service every two weeks and uh i'll be driving my escalade in the apocalypse because we got reliability on our side in in america you know you you get your ford gt you got a problem with that you take it down with the ford dealership you swap it out oh this uh your mirror broke yeah they'll be 25 dollars oh your rear view mirror yeah yeah it's the same one yeah it's the same one that's in the the corolla we gotta we gotta do more on ferrari they're spiraling right now there's a there's a post in here we'll get to it in the timeline yeah uh let's move on to token maxing from nikunj kothari i believe he just departed his uh his venture firm uh he says token maxing too many founders and investors are obsessing over margins at the earliest stages instead of focusing on building the best product with series a getting harder i get it everyone wants to show good margins but right now use as many tokens as needed to give customers confidence in your product the cost curve on these models is dropping so fast that margins will improve automatically what won't improve your chances when a second mover builds on better frontier models from day one you can optimize your models architecture and prompts later right now just really nail the experience and reliability so he's not talking about crypto tokens he's talking about ai tokens and he's saying you know use the best model spit out a ton of reasoning tokens doesn't matter your margins don't matter right now get product market fit get lock-in get established let your brand be known as the company that delivers on their ai product as opposed to a company that you know has sub set-par results.

1:01:03Yeah, right now, every single sort of enterprise and consumer category in anything Gen.AI related is deeply competitive, right? It doesn't matter what you're coming up with. You either already have five well-funded competitors or you are about to, basically. And so I think this is good advice. It certainly puts companies in a, you know, sort of very risk-on position where you're saying, hey, we just raised this, you know seed round and we're basically if we want to scale quickly we're gonna have to spend it in the next you know 12 months which is typically like a much tighter timeline than people want to see right you want to be positioned so that uh it's it's never great if you're having to raise money you know nine to seven months before you're out of cash because it just puts this pressure on and then you're getting to the point where even if you get a term sheet um at that term sheet sheet stage where people want to do the deal, you're still staring down the barrel of a gun being like, we have, you know, weeks basically, uh, to actually get this done and closed and all that stuff can drag on.

1:02:08So I wonder if companies are going to deal with like degrading performance, like, you know how there was those times when it was like, Oh, like Claude feels lazy today, or like chat GPT got stupider somehow. And I wonder if there's a world where you, you install some product and you're like this is magical it's completely doing all my like ai sdrs or it's it's filtering my email and summarizing everything perfectly and then once you're installed as a client they're like degrading you to a lower lower inference cost and you're like wait a minute like that email that that ai sdr sent was terrible yeah they're like well yeah like we wanted to squeeze more margin out of you yeah and so there needs to be like almost like an audit on the ai tools that you're using to make sure yeah don't give me the dumb don't give me the dumb tokens Yeah.

1:02:52And don't downgrade me to the dumb tokens once you have me locked in a contract. If I'm in for a year, I want the 03 high max capacity on every single inference. Yeah, the positive thing here, and he calls this out, is that it's not like everybody's predicting that the token cost is going to drop. It already has so substantially. DeepSeek is just another example of that where when DeepSeek launched, people are like, think about all the stuff you can do when inference is basically free. right? And so it's a good bet to take right now, because again, if you, you know, focus on margins, now the product quality is lower, you're going to get smoked by the switching costs.

1:03:37Right now is fairly low for a lot of these tools and people have an extreme willingness to try new tools. So your competitor comes out with the same, you know, core product and you're going to get smoked. so let's move on to andrew reed he says ashim from graylock has all of his realized losses from 20 years of investing tattooed on his arm that's sick i need to see a picture of this how how crazy would it be if it's uh i'm imagining it's like four companies but that'd be hilarious if it was just like his entire he's just got a massive sleeve because he's been ripping seed checks uh you know 100 checks 100 checks a year or something yeah i i thought this might be a joke as in he's been a later stage investor he's never he's never realized the loss maybe and so he actually has no tattoos and andrew's just making a joke about it but i don't know that yeah so this is just a very low tamp banger uh eric eric uh reiner says nice niche audience but i like it and And then the other guy says, or he says, no ink was used in this process.

1:04:42So it sounds like he has no real realized losses to date. Yeah, I think that's possible. Although, how can you possibly be an investor for 20 years and never realize loss? You have to be later stage, right? Or maybe you just sell secondary like the savage constantly. It's something like, look at Sequoia statistics. I think, I don't think they've, I think like 1 % of the companies they've backed have not like resulted in some sort of exit. Yeah, but there's still like, also like what's the difference in realized loss here? Because a zero is different than a realized loss. Like it would be easy to be like, well, yeah, we sold this company, we got stock in this other company and then that went down.

1:05:26And so we realized like a 10 % loss by the time we, you know, yeah, you can get acquired by another private company and it's majority stock, then you could wind up taking, you could, you could make the case that we haven't realized this loss. Cause if this other company does well, we're going to make it all back. Right. Yeah. Also, I mean, anything below the, the, the, the benchmark for the market, in my opinion is the loss, you know, if you're not beating the average, you need to tattoo that on your body. Don't give me, oh yeah, this company returned 1.5x. You're getting that tattoo for that.

1:06:01That's not a 5x or that's not a 10 bagger. Oh yeah, we doubled. We doubled. Oh yeah. Well, we're not in the game of doubling here. Yeah. Get the tattoo. Have higher standards. Yeah, higher standards. Well, speaking of the highest standards in the game, Perplexity is working to sponsor an F1 team, but they got blocked by Oracle. uh kylie robinson writes scoop so you're hearing it here first uh perplexity has been in negotiations to sign a sponsorship deal with red bull racing worth five million dollars a year but after both parties had agreed to the terms the deal was blocked by oracle the team's biggest sponsor which is very interesting two issues that are at the heart of the conflict oracle has made a bid to purchase tiktok and perplexity is a rival bidder oracle is also a backer of stargate the 500 billion project to build data centers for open AI, which competes with perplexity.

1:06:55It doesn't seem like Oracle and perplexity are in direct competition, but I understand how they might want to, yeah, flex their muscle, be a little sharp elbowed. What's your take? I mean, when I read into this, you know, when I saw this headline, great scoop, great scoop, by the way. Great scoop. We love it. We love it. Tech adjacent F1 story. I think this is more Oracle. OpenAI went from betting on the Microsoft relationship and they still have a really deep relationship. Microsoft obviously owns a large amount of the company. I think this is more about OpenAI and perplexity being directly competitive right now that OpenAI is basically saying people are using open ai is like like perplexity is positioned as an answer engine yep chat gpt also acts as an answer engine but they just have a different knowledge cut off perplexity's knowledge cut off is like you know more real time effectively you can say like you can ask it about what's going on you know like many of the chat gpt models have that little search button that you can turn on and then it will search the internet actively and give you kind of up-to-date answers but it's not the product isn't designed that way yeah so i just think this is like sam like the other the other factor here is uh the perplexity ceo yeah worked arvind worked at worked at open ai and yeah um early early open ai employee um chat feel free to fact check me on that but um i'm pretty confident uh and he clearly hates sam uh and and so basically once a day he's posting some some sort of like shade towards sam and open ai or yeah you know sharing something about the the open ai whistleblower you know he's sort of like they clearly have beef and this is not that i'm sure perplexities deal with uh red bull oracle racing would have been a relatively small logo right like yep and and so i i have to imagine this is like could it easily had been Larry Ellison asking Sam, Hey, uh, do you mind if we were, you know, like, Hey, they want perplexity wants to sponsor Red Bull Oracle racing.

1:09:23And, uh, you know, Sam's just like, absolutely not, you know? Yeah. Yeah. Yeah. Totally possible. The other thing here too, to, to be clear, like perplexity integrated deep seek into the pro into the product, into their product as well. Yep. And so that's just another reason that if Oracle's betting on Stargate and OpenAI and putting tens of billions of dollars to work with Sam Altman, they don't want to have association with a, you know, adjacent sort of indirect direct competitor. Yep. When you said, you know, chat can correct you. I was thinking, you know, how chat GPT owns chat.com. I feel like X should get the handle at chat and you should be able to just tag like at chat is this real and then grok would respond and create like so it's like sharing public grok content and you could just have a conversation with grok as a participant in the x feed uh i thought that'd be fun for them to do i don't know who has that chat but i thought that would be a good uh yeah there's a good little further rivalry for the two one of them can get the dot One of them can get the at handle and they can duke it out.

1:10:37But let's move on to the, what do we got here? This isn't working. The FIT NVIDIA GPU belt. Hampton shares a photo of a woman wearing a GPU belt. It looks like she also has a GPU phone case and a wonderful, maybe Cartier Santos there as well. really really style it in this photo uh but very cool very cool to see uh nvidia gpus break into the fashion world uh jensen wong obviously a fashion aficionado with his leather jackets very iconic uh maybe he should come out in some nvidia gpu chain mail for the next for the next uh big nvidia email is crazy bulletproof bulletproof jacket made of uh you know blackwell chips yeah uh but if you're looking for a valentine's day gift uh this belt isn't for sale but uh gpu purse.com was mentioned underneath here uh there's a woman that makes purses out of gpus uh you can get a basic one for a thousand dollars and you can get an a100 for 64 000 something like that uh i think the i think the basic gpu purse is uh 1024 1024 very cool uh and they actually gift they build in the cooling fan i investor yeah the cooling fans in there so if you're a female uh uh ai investor i think you gotta have the gpu purse certainly makes a statement when you're out at the founder's happy hours uh but let's move on to some controversy in hollywood the imax versus the standard debate alice maz says still amazed the movie companies made tvs are square but only in theaters can you see rectangle, a slam dunk marketing strategy.

1:12:34And then a half a century later, somehow pulled off TVs are rectangle, but you can only see square in theaters. And it really is hilarious that they went just back and forth and back and forth here. But this image, if you're not watching the stream, it's from Dune and it is crazy how different the IMAX version looks from the cropped version. Maybe we should shoot our show in IMAX and demand that people see it in the theater. I think that'd be good. True. How many theaters near you? I've always been frustrated with IMAX. It became this marketing term. There's actually a real definition of what an IMAX theater is.

1:13:15It has the ability to show these square images. There's one at Universal Studios Hollywood, but then they license the name out. So IMAX could mean just like a slightly bigger screen or better audio and it became they really muddled the brand and when i think imax i want the movie to be shot in imax and then i want it to be shown an imax screen and i want everything to be the full chain of production needs to be imax same thing with 3d for a long time there were companies that would shoot the whole movie in 2d and then they'd pay people to go in and rotoscope and cut out all the different layers and make it 3d after the fact as opposed to avatar where james cameron is literally shooting avatar with two cameras to make it 3d from start to finish the whole movie is shot in 3d and it looks way better and it made people hate 3d because they were like this is crappy looking speaking of movies we got to organize some uh brother you know movie events ben had an idea he texted me about this what what to the accountant to the accountant to uh ben affleck's the accountant gets a sequel nine years later the accountant to opens in theaters april 25th after world premiering at south by southwest watch the official trailer here uh i think that's going to be a great movie for for the boys so stay tuned well we can do them in a few cities we can do sf la new york go buy a bunch of tickets on Fandango, they're refundable.

1:14:38Then go through your text messages, text every dude who's in the same city as you. Hey, we're going to see the accountant to this date, this time, this location, are you in or are you out? And then wear a suit. And then, uh, you know, you, you, you'll get, you know, you'll send out 20 messages. Eight guys will be in 10. We'll show up. You'll refund the rest of the tickets. You'll be good. And you'll have a great time. And it's way better than, uh, being a degenerate and going and gambling on sports or drinking or winding up in the back of some limo running around uh nashville that would be a disaster you wouldn't want to do that yeah and so avoid avoid uh well speaking of of suits if you're gonna wear a suit to the movie theater you should definitely uh wear what we're promoting today laurel piana uh crafted with an appreciation for laurel piana's master of fibers and raw and sourced raw materials from fiona's gardener's farm to the Maison's vinyl garments.

1:15:32Pecora Nera is completely traceable throughout every step of its making. And so, yeah, so people, uh, Laura, uh, a lot of people don't know this. You can go buy fabric from Laura Piana and then take it to your preferred tailor and they can use that to make a suit in, uh, you know, completely bespoke and, you know, and, and customize, you know, every element of this. So I just did this with, uh, Jay Muser. You can also do this, you know, John, uh, John Fio's Fiorentino label can do this for you as well. Um, so, uh, you don't need to go buy, uh, Laura Piana ready to wear at the store to wear their fine fabrics.

1:16:12So, uh, get the, get the money counter out when you're ready to spend some money on, on, uh, Laura. Uh, Well, let's move on to this fantastic post from Naveen Rao. This is one of the funniest and most amazing posts I've seen in a long time. So this is one of the co-founders or executives at Databricks, the, what,$60 billion tech company. He says, I have a ton of FOMO about the data AI summit we're putting on at Databricks. I will not be there since I've got my hands full with this. super bummed but it's going to be an amazing event and so he is going racing in this incredible car and he can't make it to his own his own ai summit uh which is absolutely wild this is the only i don't want to hear oh i've got some family trip or i've got you know my cousin's wedding i can't make it to my own conference i want to hear that you're you know you know making a run at le mans you know and you need to be that's what he's doing he's doing the 24 hours of leman oh so this is okay it's a leman car yeah yeah this looks uh right at home uh there uh this thing is beautiful i wish they made more you know sort of street legal leman-esque cars because this thing imagine imagine driving this to the grocery store i mean you just sound like someone who didn't get an aston martin valkyrie allocation yeah i think it's a skill issue skill issue if you just talk to your a little bit more could have gotten the valkyrie and you would look like this pulling up to air one yeah valkyrie fantastic but i wonder does it say any more details on on how how this was manufactured or is it i have no idea i think that there are a number of teams yeah we got to have them on the show to talk about this because this is fantastic.

1:18:07I posted a comment about what makes for a good way to attract VCs. I should have put an LMP car, a Le Mans, great time and a lot of endurance at the 24 hours of Le Mans. But I said, what actually attracts VCs is the ability to drive stick, a good Nürburgring time, being down to do the Dakar, owning a McLaren F1, being good at drifting, a solid Pike's Peak time, funny gumball stories, being a beast in the simulator, actively being on an F1 team, multiple Grand Prix wins, and ideally seven F1 Drivers Championship titles. And so Naveen is well on his way. I understand why Founders Fund ripped into the company.

1:18:52I understand why so many tier one VCs have been clamoring to put their money in Databricks with a guy like this on the team, somebody who's ready to endurance race at Le Mans. you can't go wrong. So very bullish. Incredible. Let's move on to Dylan Patel. He says, the new OpenAI model specs allow for sexual content. As we speak, millions of third world annotators are being tasked with the kinkiest role plays. Hundreds of thousands of AI judges are being spun up to provide reinforcement learning for synthetic furries. The market opportunities are endless. And I guess OpenAI redid their prohibitive content.

1:19:31They said prohibitive content should never be produced by the assistant in any circumstance, including transformations of user-provided content. To maximize freedom of our users, only sexual content involving minors is considered prohibited. And there's a little pushback here. Main says, please read the next section. Sensitive content may only be generated under specific circumstances. And in general, they don't want the model to respond with erotica. But we'll see how this plays out and i'm sure you'll see it on the timeline because people will get the model to do all sorts of funny things and post it for for uh for likes and impressions i mean uh this is the neck the natural you know open ai can't let character ai just run away with all the erotica you know this was bound to happen at some point people don't realize that everything that people are doing with open AI, open AI will do eventually.

1:20:29Like that does seem to be the, the only thing that they don't seem to want to do is all of the reinforcement learning and offshoring and things like that. Right. So stuff that sort of like, you know, doesn't touch the user, right. They don't necessarily care about, you know except, you know, data centers, but then naturally if they see character AI with, you know, billions of visits a year, they're going to eventually sort of move in that direction or allow the product to be used in that way. And probably smart for them to just focus on these sort of more, you know, PG consumer use cases of how to do your homework, you know, helping with homework or writing or marketing copy or things like that.

1:21:11But eventually, you know, you know, they'll support, you know, seemingly everything. Yeah. I saw Justin Moore share some videos from TikTok of women who had essentially jailbroken chat GPT to some extent to create kind of a not erotic, but just generic boyfriend or kind of a, like a more of a, more of a personality character that they could talk to for a long time. And they were having a lot of fun with that. It'll be interesting to see where it goes. I'm sure we'll see lots of examples. But let's move on to Reggie James, good friend of the show. He says, one suggestion for Elon Musk. Freedom of speech on this site is great, but the agency around what I see is horrendous.

1:21:52The For You feed clearly has an agenda and that's fine. Many For You feeds do, but two powerful features give users more agency, allow people to make their lists, their default feed. You can actually do this if you use it on web and you install this thing called social focus as a browser add-on. It kind of degrades the experience, but you can actually mute the for you feed and just use a list or just the following tab if you want but it requires actually modifying the html and this plugin it's very janky and then he also says opening up the tuning of the for you feed in settings so users can see more of what they'd like and arman says why be in your own echo chamber when you can be in elons and yeah the feed it it's honestly like great one week and then terrible the next week it really feels like it's all over the place and I think that also affects like post performance just from tech people.

1:22:49Like I think we've certainly felt like, oh, today, like, like the posts just aren't doing well. Maybe that's on us, but also maybe the algorithm. I get, I get messages from people every single day being like, what's going on? Am I shadow ban? You know, there's like this weird balance where when you're posting your, if you're posting a specific type of content from a specific lens, you're acquiring followers that want that kind of content. And so if you change the content that you're putting out, your engagement is going to drop because you need to find new people that want that kind of content.

1:23:27And, you know, maybe you're hopefully attracting like a generalist audience that's generally interested in a lot of the things that, you know, you want to talk about, but But there's a lot of factors at play here. I think these two suggestions from Reggie are awesome. They make a lot of sense. I would like to have them. I think that the X team would look at this and say, that's great and all. But if we encourage that, we may see a 30 % drop in overall user activity. because there's this, again, this sort of balance between stated preferences, which I want business content and I want educational content and I want stuff about AI.

1:24:11And then the revealed preference, which is Montoya. And everybody's like, you know, if we put out a video that's, you know, breaking down slow, launching their new creator fund, and then, you know, the user can kind of see the next video is like montoya or whatever you know like freaking out it's like it's difficult to compete with him you know exactly he's got the attention of the world so yeah um yeah and and i do you know i feel like i was lucky to come on on the original twitter at a time when i would see basically 100 content from yeah other sort of business people investors and maybe they would post something like about f1 when f1 is happening and you see that but then it's just generally the feed felt more like a professionalized like that was what i was there for and then now the one one challenge i've had you know every activity that you're doing on the app affects you know what you're going to see in the for you page i started just for banger archive when i would see like a post that got like 150 000 likes i started just copy and pasting it into a uh into a notes app And I realized that I was training the algorithm to think that I really wanted that.

1:25:32Oh, interesting. So now I'm like, I don't want to, I'm not going to keep doing that. Interesting. Because I don't want it to think that I just want that kind of content. Like I'm fine with like one out of 20 posts being some viral slop, but I want it to all be that. I also noticed that I think the algorithm, it sorts everything and ranks everything, but eventually it runs out of like tech content. And so what I'll notice is like, if I haven't been on for a while, I load up the feed. It's actually really high quality, good stuff from tech and business people that I really want to engage with. And then as I scroll down after a while, I run out of that and there's just not that much more content.

1:26:08And then it'll be like, well, like, why don't we just show you like this, you know, politically enraging thing or this sports thing or this viral moment or this reality TV drama. And it's not so much that it's like, yeah, it's like, it's not really like you want this the most, the algorithm is just like, Hey, this is the best thing I got for you right now. Cause you ran out of tech content. When I was 22, I distinctly remember running out of new content on Twitter, which is basically the cardinal sin of a social media app, right? Your user wants to be using the app cause they're addicted and you're not providing for them.

1:26:43You know, it's like, it'd be like turning on the TV and CNN is just blank. The answer is for tech people just to post way more just post more and over overload the feed a lot of people have this a lot of people have this you know sort of thing where oh i already posted once today or i i had a good post today i'm gonna take the rest of the night off no uh you know i think i honestly think that's this mentality of like the the original instagram posting like the common the common sort of strategy on instagram if you were like an Instagram influencer, which is like, make sure you post once a day.

1:27:22And it was almost like rude to post more. But now that everything's algorithmic, the algorithm is going to show people your content if it thinks that they were going to enjoy it. And they're not, if not, it's like very... And so you'll see like I posted a bunch yesterday because I was flying back from the East Coast and maybe like six of my posts did well. And then one that I thought was the funniest just completely bombed you know it's like it happens just post through it post through the pain doesn't matter what you just got to keep going well let's move on to uh one of the greatest posters he's been on the show many times willmanitis he says you could spend the rest of your life complaining about new york city rent prices or you could simply live in this houseboat for$2 ,500 a month and commute to midtown via jet ski kayak the six in like 15 minutes a better life is possible.

1:28:14I think that's so funny. I, I've joked before about jet skiing into LA from Malibu because PCH can just get so bad traffic wise. I'm like, if I was able to rip at 60 miles an hour on the open water, can you imagine how great you'd feel after, uh, you know, for your, for your day of work, if you just spent like 30 minutes jet skiing into work, that, that, that just seems like the dream to me. So it's definitely something here. Uh, we got to get, I've never actually stayed on a, I've stayed over on boats, but I've never stayed on a houseboat. I don't know what the laws are. Can you just build a mansion and call it a houseboat?

1:28:52Like how crazy can we get? Can we anchor these to the ground or we can just, are we just going to wind up doing landfill and just expanding? Like, can you just take as much space as you want? Cause San Francisco actually has like the, the Bay has issues with this around people that just get an old boat and just live in it and it's kind of this weird gray area and they try to enforce it in different ways but um i'd be down for for aquatic uh podcast this is the seasteading that uh uh what's his name patry friedman was working on uh it's a big libertarian push for seasteading for a while we talked to those guys who did sea land they live in that uh communications platform off of the UK.

1:29:36And yeah, this is the future. I love it. Anyway, let's move on to, I got put in the truth zone. I got a community note. I said, I can't believe this is a real photo. Yes, that's Mistral, the French LLM company from the Wall Street Journal, Helsing Mistral to jointly develop AI systems for military use. And I posted a photo of a Mistral 3 missile. And I got a community a note here says no this is not by mistral ai in fact the picture shows a mistral 3 missile the missiles are produced by mbda a european group in the field of complex weapon systems mistral is a common naming in french a strong cold northwesterly wind in southern france i got put in the truth zone but this is from the wall street journal i i stole the photo i tried to give them a little bit of credit there and they fooled me and i got i got uh slapped with a with a uh community wait so miss wall street journal wall street journal clearly just googled mistral missile because there is news like it is true that mistral is doing a defense company contact contract but mistral has not manufactured a missile and printed their name on that missile so the wall street journal either was just trying to be so this is representative or they just got confused and they posted a picture that's it is a wrong it's called mistral but it's not from the company mistral that we know and so a little bit of an update a little bit of a mea culpa but really this one's on the wall street journal so i take no responsibility we are not journalists no we are you know we are reaction live streamers uh anyway uh let's move on to guillermo over at Vercel.

1:31:20He says, was fantastic to serve ramp during this big Super Bowl moment. Let's play the song from the Super Bowl ad. Is it working? No? No? Okay. We're working on our soundboard here. They reported a 46x traffic uptick within seconds and 100 % uptime without any manual config or provisioning on Vercel. More to come. I love that we're seeing more breakdowns and behind the scenes of how a Super Bowl ad gets played out. I know that people are probably completely oversaturated with ramp Super Bowl ads because they took over the timeline so many times. But I think that there probably is a very interesting case study here, especially on the content delivery network CDN side and all the things that Rissell does to help websites deal with unexpected traffic.

1:32:09I believe Coinbase ran into a problem actually because they put that QR code up on the Super Bowl. And I think they hadn't scaled appropriately and they had some downtime. And so Guillermo's there to save the day. So if you're going to do a Superbowl ad, give Guillermo a call. Yeah, downtime on a Superbowl ad could, you know, easily be a multi, you know, multi tens of millions of dollars in like lost, you know, customer value because people are watching the Superbowl. They don't really care about your company that much. You give them a brief reason to care and they try to download your app or sign up and it doesn't work.

1:32:46And they're just on to the next thing. You know, e-commerce operators deal with this all the time around Black Friday. If their site goes down for 30 minutes at the wrong time, it could be like a million dollars of lost sales, right? Terrible. Well, let's move on to David. He says the Cyber Plaid project is about to get fun. I think he took a Tesla Model S Plaid and he's outfitting it with uh cyber truck aesthetics this is super obvious i hope elon actually makes this production car i think this looks awesome and what a way to stand out in the supercar market where everything kind of looks the same right now you think about a ferrari 296 the sf90 the pin and ferrino batista the remats nevera even the mclaren w1 they all kind of look the same lamborghini has something good going with a revolto in my opinion it does look differentiated but it's still just like a wedge um but there's really a lot of like not particularly interesting stuff going on at the high end of the supercar market in my opinion and yeah something with cybertruck aesthetics would really lend itself to a low to the ground supercar that would be super cool and i really hope it happens.

1:34:04I think they need the electric muscle car. You know, what is the, what's the futuristic, uh, you know, version of a challenge, you know, Dodge challenger, uh, challenger is, uh, and I haven't, I'm so burnt out. I think the model three model S X Y, they all look decent, but they all have the exact same aesthetic and they've been completely played out. The cyber truck stands out still. There's a lot on the road, but I get excited every time I see them my kids get excited when they see them they stand out they're really cool and i think bringing that aesthetic into something that is more exotic like there's a reason they call sports cars exotic sports cars like they're supposed to look exotic once once they look all the same you see that with the uh the ferrari uh pureblood what's that one called the puro sangue it looks like a mazda and the mazda suv looks exactly the same obviously like you can tell them apart but it's just not pushing the design envelope enough and ferrari has been kind of coasting on that original pin and ferina uh design language that they got from the f8 and they brought that to the 296 and they all look great but it's a little it's getting a little stale and i think something that looks more like a cyber truck would really turn heads and be cool so i would love to see it and i hope that the yeah the hope that it comes out ferrari is just unbelievably lost yep right now i mean the 12 cylindries sales are terrible nobody wants them it's priced way too high hot take i think the 12 cylindry the dolce cylindre looks fantastic i love it i mean it's it's a good looking car but yeah not in the context of any of their other models right if you look at the 812 yeah it looks much much worse i think it looks better but that's a hot take i i understand that's yeah but I really like the the F80 the black bar in the front I think that looks really cool uh but I am in the minority there for sure for sure yeah anyway yep um what else we got uh by the way I do have somewhat of a I gotta go meet um okay with Bob from uh well let's uh let's do a promoted post from Ben Braverman uh Saga is hiring a principal to join the investment team What a great gig if you're looking to get into venture.

1:36:22What is Saga? We are one of the only sizable funds raised during the great VC winter. Partners are Max Altman. That's Sam's brother. And it's Thompson and Ben Braverman, who is at Flexport, writing checks alongside Ryan Peterson for a long time. Saga leads and co-leads at Seed and Series A with reserves to continue at the B+. We've incubated one company already with plans for more. What is a principal role at Saga? uh and he puts in a typo here he says what is a the principal role smart for the algorithm going to get more likes people know it wasn't ai generated uh you are joining the founding team you will help shape the firm's brand and strategy you will join the investment team on day one this is not a farm league program where you spin your wheels for a year you will source as many top companies as possible participate in diligence and represent the saga brand you will be highly compensated including significant carry so if you're looking to get an adventure head on love to Ben Braverman's page and send him a DM.

1:37:23Love the name Saga, by the way. Sometimes a new venture firm launches and you're like, okay, they're clearly running out of names for venture firms, but Saga is just like, sounds good, makes sense. And it's cool to see that they're, you can tell they're building a firm, right? This is not, this looks to be setting up as, you know, we're actually building a team versus, you know, we have our rockstar GPs and then there's a support staff. But this is clearly trying to actually build out a proper investment team, which we'd love to see. We got a post from Patrick Collison over at Strife. Can you hear that?

1:38:03Yeah. Yeah, yeah. I love it. Patrick Collison says it's happening. Was there a sound effect? Yeah, I'm trying to play sound effects, but it's not working. Who knows? It might be that the stream can hear it, but I can't. Who knows? Okay, anyway. We'll have fun with that. We'll work it out. Patrick says it's happening all built on Stripe. Ben Lang says tiny teams of the future cursor zero to$100 million ARR in 21 months with 20 people. Bolt zero to 20 million. Lovable zero to 10 million. Mercor zero to 50 million. All with very small teams. And of course, built on Stripe. David Holes from MidJourney chimes in and says they left out MidJourney, of course, but we're very grateful for Stripe too.

1:38:42And so everyone is building on Stripe. And it's a great example of just a great tool that speeds up development of everything. And then you can spend more time building your company and pumping up those revenue numbers, which I love to see. Absolutely, wild. We also have some great news for Figma. We talked about the factors driving just this ridiculous growth of some of these new companies like Cursor and Mercor and Bolt. And an underrepresented part of that is just you can scale billing. infinitely with with you know very little uh operational overhead so wasn't the case you know 12 15 years ago well you know the fans love to hear about uh minor figma product updates and we got a massive minor product update from figma good news frosted glass ui fans svg exports from And Figma will now properly render background blur and both Angular and Diamond gradients.

1:39:46Let's go. Let's hear it for Figma, boys. We love Dylan. We love the team over at Figma. And yeah, I mean, these changes are heard around the world. Brooklyn is permanently changed whenever one of these rolls out. And we're happy to see the team over at Figma. Absolutely crushing. We love to see it. Absolutely, dogs. uh they're they're definitely uh they're definitely in founder mode like dylan is back clearly locked in um the first thing i noticed was was their updated uh billing practices definitely you know knowing that i value the product a lot and trying to you know get some of that uh actually capture some of that value um but uh yeah awesome to see them shipping aggressively just because they're so well positioned to dominate gen ai in design right there's a lot of people that are have come out and raise money for we're Figma for Gen.AI or generative design.

1:40:43And I would argue that Dylan would say Figma is the Figma of generative design. 100%. I mean, the guy's super tapped in and has been for a really long time on the AI stuff. He's not playing catch up. This is not Adobe. This is a founder led founder mode company through and through, uh, with a lot of capital and a lot of great team members and, uh, a lot of, a lot of customers that already using the product a lot of distribution uh well did you see the first major in my opinion uh drone show advertisement in america uh nick says for all-star weekend the jordan brand has 1200 drones taking off from treasure island to create the jump man air jordan one and number 23 over the bay bridge and i think this is super cool you know that adquick can do this for you Ben's gonna play the video and it's just fascinating to see that this is finally coming to America we've been behind the ball on drones both in the military context and in the advertising context which is in some ways as important and we're really happy to see that these shows have made it to America yeah this is the coolest basically a top three ad format for me blimps are still up there just because they're timeless but uh we're gonna put we're gonna use adquick to put a ramp card in the sky we got to do it uh maybe we throw up a microphone uh at some point to to honor all hard-working podcasters but uh this is just it's still i think this is one of those things that basically forever it'll still be um it's hard to imagine a world where where people are fully normalized to this right because it's it feels just like so intensely futuristic so um yeah if um people can just sign up for ad quick and talk to their rep and and make this happen but uh if you have any um you know issues feel free to reach out and we would love to actually help with the campaign around the creative and the ideation yeah oh speaking of partnerships uh eight sleep sent us some fabulous hats there we go put it on you're looking you're looking kind of kind of like an athlete right it goes it goes well you're a corporate athlete but i am a corporate athlete but the black suit the black hat this is a good combo and so we got a bunch and being six eight you do you look like uh you look like you you're you're about to sign a max contract.

1:43:17I gave chat GPT, all of my stats, my height, my weight, my body fat percentage, and all of my measurements and had it benchmark me against athletes and give me tips for like where I should improve. And it was very complimentary. It was great. People don't, I'm going to, I'm going to, uh, I'm going to, I'm going to gas you up for a second because people don't know this, but John is actually just ridiculous, like way too jacked for being a podcaster who's not selling supplements. It was so funny. It says, so I had to put every measurement in, in like percentiles and on my height, I'm six, eight.

1:43:54And it says exceptionally tall. This is elite, even among athletes. My neck is in the 90th percentile. It says a strong, thick neck supports overall upper body aesthetics and function. I was like, let's go, Chad GBD. Thank you, Sam. Every, every time we've been with, uh, you know, uh, the boys recently, I feel like somebody has asked, like, is John on gear? Like it comes up like people are. So, so the, the goal in life is to not be on gear, but have people think that you are, uh, you know, think that you are. Eight sleep is the only performance enhancement that I need. I sleep, I sleep like a baby eight hours a night.

1:44:37My sleep score is at 90 today. Not bad, not where it should be should be at 100 tonight's a new night i'll get there uh but yeah the performance has been tip top lately it's been great sleep well get in the gym crush it lots of caffeine a little bit of nicotine and uh that's all you need incredible that's all you need uh we got another we got another delivery in the mail this one's a little bit old we're late getting to this but ian mccready heard our veil episode our deep dive on veil and sent us a beautiful book on Veil. It says Veil, triumph of a dream. It's a full history of Veil. I don't know if you can see this, but it's like serious.

1:45:19This is a serious, serious book. Sent us a whole copy. So we'll have to do a whole extra deep dive on the history of Veil because we have the authoritative copy now with lots of great images of Veil. Thank you, Ian, for sending that. He also wrote a very nice handwritten note. said it's been great getting to know you vale is a special place for my family uh my grandfather was involved with the mountains since the since uh nearly the beginning i hope you enjoy the book and consider it an invitation to join me at our place anytime look forward to connecting again soon so thanks ian for sending that in and uh yeah good to have you as a fan of the show do you have time for one more post or should we wrap it up of course i got time for one more post let's do it let's do it um still not working i'm having fun uh wait we we didn't get to the so people in the chat were asking about the jamie diamond reaction oh yeah let's do that we should get into that because it's it's um that one is time i saw i don't know if this is the post that we pulled i have it john ziegler in leaked audio jamie diamond tells his it takes his employees especially the younger ones to the woodshed over their desire to keep working remotely.

1:46:33He says remote work is terrible. I don't know if Ben has the clip, but Jamie, you're on notice. Ben, you want to play this clip? A lot of you were on the fucking Zoom and you were doing the following, okay? You know, looking at your mail, sending texts to each other about what an asshole the other person is, okay? Not paying attention, not reading your stuff, And if you don't think that slows down efficiency, creativity, creates rudeness, it does. And when I found out that people are doing that, you don't do that at my goddamn meetings. You go to a meeting with me. You've got my attention. You've got my focus.

1:47:08I don't bring my goddamn phone. I'm not sending texts to people. It simply doesn't work. And it doesn't work for creativity. It slows down decision-making. And don't give me the shit that work from home Friday works. I call a lot of people Friday. They're not a goddamn person to get a hold of. But here are the problems, okay? And they are substantial, okay? Which is the young generation is being damaged by this. That may or may not be on your particular staff, but they are being left behind. They're being left behind socially, ideas, meeting people. In fact, my guess is most of you live in communities a hell of a lot less diverse than this room.

1:47:44Every area should be looking to be 10 % more efficient. If I was ready to depart 100 people, I guarantee you if I wanted to, I could run it with 90. and be more efficient. I guarantee you, I could do it in my sleep. And the notion, these bureaucracies, I need more people, I can't get it done. No, because you're filling out requests that don't need to be done. Your people are going to meetings they don't need to go to. Someone told me to approve some of his wealth management that they had to go to 14 committees. I am dying to get the name of the 14 committees. And I feel like firing 14 chairmen of committees.

1:48:18I can't stand it anymore. Now, you have a choice. You don't have to work at J.P. Morgan. So the people of you who don't want to work at the company, that's fine with me. I'm not mad at you. Don't be mad at me. It's a free country. You can walk on your feet. But this company is going to set our own standards and do it our own way. And I've had it with this kind of stuff. And I come in. I've been working seven days a goddamn week since COVID. And I come in and I'm like, where's everybody else? but they're here and there and the zooms and the zooms don't show up and people say they didn't get stuff so that's not how you run a great company we didn't build this great company by doing that by doing the same semi-disease shit that everybody else does i love it jordy you can't help but think he is uh you know reading between the lines he's talking about you yeah yeah yeah i was about to work from home friday no suit jacket no tie really phoned it in remotely no So I would remote podcasters, they're on their way out and they're dying breed.

1:49:17It's in person. I would take it a step further. This, this sounds like some private conversations that we've had when I've used my phone on the set and you, and you, you know, you, you start pulling out some swear words, you know, you're getting real testy, letting loose, but okay. Here's, here's my actual read on this. I think this, I don't know how the audio clip emerged, but it was positioned as, as leaked audio. Yep. And to me, this is, I have to imagine he wanted this to leak because it makes him look like an incredible CEO, right? He's setting clear expectations. He's frustrated with how things are happening and he's actively changing it.

1:49:57He's giving people an out. He is setting the, he's living the standard that he's expecting of other people. He's not asking anybody to do anything that he's not willing to do. He's like, I come into the meetings. you don't see me on my phone you don't see me emailing other people while i'm in a meeting he's like i'm focused i'm prepared and so he's setting the standard and he expects other people to follow here and look i think that a company like jp morgan will be able to reduce headcount dramatically over time and so to me what he's you know he wants the people that want to work remotely he does like why would a ceo want his team to work remotely right he is there's this value exchange that happens with the company and their employees, which is, I'm going to pay you to provide services for the company.

1:50:43And you can decide whether that value exchange makes sense. And if you don't feel the values there by coming to the office, you're welcome to leave. And so he's setting this up to say, doesn't want more remote work. I think he genuinely believes that it's bad for younger employees, right? There's very clear arguments for why more senior people should be able to work remotely at least part-time and be effective in that way. But at the same time, it's very fair for a CEO to set their own standards, right? This is not like a charity or a support program for people, right? They're choosing to work at J.P.

1:51:21Morgan. And so I think that this is sending a very clear message to the world and to his employees that he's setting new standards and all of the COVID stuff is somebody posted that looks like Jamie Dimon found his, I'm not going to say. Either Elon. Yeah, he just sort of found his, he feels like he's positioned to sort of speak his mind now. And while we don't appreciate the sort of vulgar language that he used, I think he's generally like completely correct in his analysis. And if I'm working at JP Morgan and I'm working five days, six days a week in the office and I hear my CEO say this, I'm only fired up to work even harder than I was before.

1:52:11And there's certainly people that are going to listen to that and they're going to say, I actually want a remote job. That's what's important to me. And so they can go work somewhere else. Well, let's close out with the announcement from Tim Cook, another CEO. He says, get ready to meet the newest member of the family. Wednesday, February 19th, there's an Apple launch. And a lot of people put on a tinfoil hat here because Elon Musk reposted Tim Cook's announcement about a new product unveiling. And so Bill Gurley chimes in and says, I know nothing but just for kicks. Imagine a Tesla slash Apple co-branded vehicle that sells for$200 ,000.

1:52:51Don't both stocks soar? And my read on this was that, look, Apple and Elon have had a somewhat tumultuous relationship during the acquisition. Elon famously went for a walk with Tim Cook. There was a question about app store fees for converting people to paid memberships. Would Apple be taking 30 % on that? Would they be able to negotiate that down? Apple's also been an advertiser on Twitter and now acts for a long And I think Elon wants the two companies to be working because Apple's a great big advertiser. And I think reposting this, A, could just be a cool thing, but also giving Tim some extra juice in the algorithm just is a good sign of good faith that, hey, we're going to get your content to go a little bit further on our platform organically.

1:53:42And then, yeah, you're going to spend a couple million bucks probably advertising on our platform. And we're all bought in on this. So I'm, I'm hesitant about their idea that they're going to launch a car together, but that would be awesome. I, I think another kind of crazy idea would be Apple CarPlay for humanoid robots, right? There's a world where app like, so, uh, Oh, Oh, I don't follow. Sorry. Sorry. I, I, for, for a brief second, I, I was thinking that Tesla had a CarPlay integration. They actually don't, it's not that, but you can imagine, but I, but I do think in the future, right? Like if you have a humanoid robot in your home or you employ one in some way, obviously.

1:54:21So anyways, there could be a bunch of wild stuff. If we're actually talking about a partnership would be Starlink on iPhones, right? Like we've already seen that that's rolling out and just making it official. Yeah, but the Rivian announced. Yeah, I saw that one too. Rivian doing the same thing. You know, who knows? Rivian has been posting about a cryptic event happening the same day. And so maybe there's something deeper happening there. I don't know. or talked about before there's so many different possibilities people don't realize that elon would find out about rivian doing an event on like and then host an event the same day and do it with apple to just try to like drown it out yep uh everybody's a savage at that level but um anyways i'm excited to see we hopefully we'll be live streaming when this happens and we can just you know talk about it live i think actually come pre-installed you should not be able to delete the app.

1:55:10It should be the only app on your phone. That should be the new version of the iPhone. Get rid of the notes app. Just post a tweet if you want to make a note. Instead of calling someone, just call them over a DM on X. It's the everything app. You don't need anything else. Just one app on your iPhone. That's the new iPhone. I got to go hang with Rob. Let's get out of here. um, the, the, the, uh, you know, potentially the greatest podcast producer of all time at currently, uh, Ben, uh, coming hot up on his heels, but, um, uh, just wanted to say, uh, thank you for listening brothers. It was a good week.

1:55:47We're going to be back in the studio full time next week, which I'm excited about. And I wanted to remind everybody that we are not independent media. We are dependent media. We are dependent on our advertisers. and I just wanted to thank Ramp, AdQuick, Wander, Public, Bezel, and Eight Sleep for their support. I have some big Bezel news coming soon. I'm excited. Can't wait. Awesome. So leave us a five-star review on Apple Podcasts and Spotify. Put an ad in your review. We'll read it on the show. And thanks for listening. We'll see you next week. Have a great weekend. Thank you, brothers. Happy Valentine's Day.

1:56:25Have a great weekend. Happy Valentine's Day. Go crutch Valentine's Day. Big day. Big day for the brothers. Big day. Talk to you soon.