Meta Orion Headset, MKBHD's Panels Disaster, Volta Energy

32:59Anybody whose job is to criticize is the number one target for all criticism, right? It doesn't matter if you are like a poster who is posting, right? And you just like have hot takes all the time, even hot takes. But I think he's just built up such a reputation of doing takedowns. And usually they're, I think they're very fair for the most part. 100%. Like the Fisker Ocean SUV, it literally doesn't work anymore. I think the only criticism is just that it seemed like to be a pretty poorly made app. Like I don't have any issue with him coming out and trying to sell usernames for 50 bucks a month.

33:42Or sorry, not usernames. Wallpapers. Wallpapers. No issue with that at all. it's just like i don't know like have some good taste in you know dev shops or partners right like yeah there's sort of this aesthetic issue with it that i have which is like you review technology and you put out a shitty app yeah it doesn't matter that i think the products also pretty like yeah to me the product's shitty i'm never going to do that you know family men we have there's only one thing that should be on your wallpaper your wife and children right Or the office. Or the office. Yeah, or your super evil megacorp logo.

34:19Just remind yourself that. Yeah, yeah. During the daytime, you know, and then when you get home, swap it back. No, so I just think that I have, like, sort of a general issue with the aesthetics of being the tech reviewer that puts out a poorly made app, which it was. Like, it got completely torn apart. Reverse engineered, everyone stole everything. And then also just like the implementation of the ad flow was just, that is always clunky. It had an ad? Yeah. So basically you would, you install the app and then you browse for wallpapers. And there are some that look nice. They look fine. You can actually just screenshot them and zoom in.

35:00It's very weird. Because they have to show them to you so you can just screenshot them. You don't get the full thing. It only shows you like three quarters. So then you have to zoom in a little bit. but it's fine. It's weird. But the weird thing is that if you want standard definition, which is like low res, which I think is actually HD. So people are weirded out about that because this whole brand is MKB HD, HD, like high definition. And he's selling a standard definition product instead of giving you the high definition and then having you upgrade to the 4K version. But if you want the standard definition, you click and you have to watch two ads.

35:38and that's why they were asking for location targeting because if you don't have someone's location, the ad rates will plummet. And so you need to know where people are roughly. Just the course locations, what's important, but they asked for a fine-grained. So it was kind of like a sloppy implementation, but just if you're in an app and an ad pops up, it feels like there's this iOS widget, basically, that a lot of mobile games use and a lot of just kind of cheap apps that you download to do one thing. There's the difference between some app that just puts subtitles at the bottom and the captions app.

36:17The captions app is venture-funded. It has a subscription. It's expensive, but it's the highest quality, and it's a beautiful app that works really, really well. I use it all the time. And the reason is if they just popped up an ad, I would be like, oh, this is so annoying, and it's this unskippable thing, and the X is in the corner, and you've got to go find it and it's all blended in and stuff. And so that was just kind of like a mediocre experience. And then I think once people started digging in, they started digging into every little thing. And they found that one of the artists on the app had put up a wallpaper that was just the color orange.

36:52And it's like, you don't need to pay for that at all because you can just make that in two seconds in any thing. Take a picture of an orange and just zoom in. Exactly. There's a million different ways to just make your background orange if you want. But yeah. I think something that's funny is it feels like a very vintage app. This is the kind of quality and idea that should have dropped the year that the app store opened. Yeah, exactly. Flashlight app. Yeah, Flashlight app. It feels kind of like that. I think the better... MKBHD has done some smart partnerships. Yeah, Ridge Wallet. Ridge Wallet.

37:31Fantastic. Close friends with Sean and Connor, the CMO. I think that was like a very smart partnership from both sides for them to come together. He's a big eight sleep advertiser. Yeah. He does a great job with those. Yeah. How can you not, right? It's fantastic. Eight sleep, if you're listening. Sleep on a regular organic cotton mattress. So we're always open to our sleep partners at the world's most profitable podcast. But I think what happened with, like, it's weird because there is a correct way to introduce a$50 a year subscription wallpaper app. But I think it's the Call of Duty method.

38:17Have you ever played any of those games? Yeah, of course. Okay, so, like, Call of Duty. Core memory. I basically spawned into Rust. Exactly. Spawned into Rust. I just, like, have no memories in the 360 no-scoping off of the tower. Off of the tower. Yeah, yeah, yeah. So Call of Duty, the monetization, like, has ramped up a ton. Yeah. But they reset the shittiness of the monetization every single cycle. So they're on annual cycle, essentially. Every year they come out with a new game. And every year you buy the game and it's$60. And there's no pay-to-win mechanics. There's no battle pass. There's nothing you can pay for.

38:55and everyone's like, oh, thank God, like this one isn't pay to win and everyone's like, good, like I just got all the content that I wanted and I get to, you know, make the decision of like, what do I get and what's the price and is it good or bad? And everyone's like, oh, it's a seven out of 10 every time and people play it. But over time, what happens is that like the normie Call of Duty person comes on, they play the campaign and they play a little bit of multiplayer. Maybe they like get to the prestige level one, they unlock all the guns and then they're kind of done after like a month. They get burned out.

39:26Those people kind of fade off. But the really hardcore fans will play the full year until the next one comes out. And the really, really hardcore ones will stay on for an extra year on the game that they love. And so the monetization just keeps ramping up during that time, and they sell more and more skins and more and more stuff. And so if you go and look at a review, a day one review of a Call of Duty that came out in 2020 or something like that, like the new Modern Warfare. The reviews from the day it launched will be like, this is a reasonable monetization program. But if you talk to the influencers that like stuck with it, they'll be like, it's the worst thing ever.

40:09It's pay to win. And there's, you know, you can sing, there's loot boxes and gambling now and they've added all this stuff on. And, but they do that very deliberately because they only introduce it to people that are already in the ecosystem and sucked in. Exactly. Like I've spent three grand on this game. I'm gonna spend the next$200. Exactly, yeah, yeah, yeah. It's funny, I used to worry as a kid, I was like, are we running out of wars to make games about, right? Because it felt like they went from like, they did World War I, they did World War II, and then Black Ops was Vietnam, right? And then when do they introduce?

40:46Well, they did the future wars. They did the future ones, but eventually, it seems like, here's a take. Like, do they do Operation Iraqi Freedom, like, in the next 10 years? Oh, in Call of Duty. Yeah, yeah, yeah. That would be crazy. I don't think they've ever done that, right? They've done modern warfare, and it's, like, in the general area, but it's abstract. It's generally too offensive. But it's abstract. Like, it's too offensive. Yeah, yeah, yeah. If you did a war from within the last 20 years, it would be, but ultimately, that would probably be the best-selling version of Call of Duty ever.

41:17Yeah, it is crazy because they'll do ones where it's like, oh, you're fighting terrorists in the Middle East, but it's not just like straight up killing something like that. I used to enjoy the missions, you know, in the context of my great grandpa was like a fighter pilot and got shot down like multiple times. And I used to be. Multiple times? Yeah, yeah. Really? How do you survive? So he started. So this guy is a legend. That's insane. Pearl Harbor happens. He enlists. lies about his age to get in small dude becomes a uh the rear gunner in like b-52 bombers does two tours gets shot down twice wow um makes it out and then is trains to be the p-51 what's like what was the best fighter yeah the mustang the mustang yeah trains to be a mustang pilot and is in route to the Pacific theater when the war ended finally.

42:19Anyways, tough, tough, tough bastard. Yeah, so to bring it back to MKBHD, I think what he should have done is he should have just launched with something. Just go for just the installs. Just free, no ads, no tracking. Just get everyone to install this thing and then see where you're at. And then once you have everyone's email and you've captured everyone and you know who actually likes it, then you no longer have to message to your whole YouTube community. Because he put this out on, he did basically a sponsored read on his own YouTube channel introducing the app. That goes out to 12 million people or something like that.

42:59Yeah. But there's probably a subset of like 100 ,000 people that are actually down for this. And I mean, Nikita Beer was saying that he's going to make like$3 million a year off this. Well, yeah, and the funny thing is, I mean, the good thing is when you have a really big audience like that and people generally like you, you get multiple chances. Yeah. He'll probably still get to that end state. Yeah. But$3 million a year for somebody who makes probably$15 million. I have no idea how much money he makes. It's a large organization at this point. Yeah. And I'm sure that Dell would be like, we'll give you$5 million a year to cover us a few times or whatever.

43:34That might erode trust more than this, honestly. At least this is trying. But regardless, yeah, he could have gotten those power users. Oh, Jesus. Like, the guy reviews iPhones and Android phones. Yeah, but the whole, that's the thing with being creators, right? If you get big enough, you have to sell out to keep growing, right? I mean, there is something to, for like. Unless you have your own product. Yeah, you want to own your own product. And that's clearly where he's going with this. And he did say that he wants to, like, add some other stuff to it. And maybe it won't be just, like, wallpaper out forever.

44:06What if you could AI generate a family? So if you're an incel, you could... On the panels app? That's what this guy is? That's just what I associate with wallpapers. Oh, yeah. It's supposed to be your family. Yeah. This is very, very odd. Wait.

44:26This is great. You're just going to see this email and laugh. Look at this subject. Oh. well uh should we talk about another uh kind of iffy launch pair ai dude these guys response was honestly um really good i thought like they kind of did what they needed to do they just posted through it and sort of like reclaim their honor which was like they had posted i think it was sort of disingenuous the way they said we you know we forked this and didn't mention that we also that forked this other thing. But they had put out a video three months prior to this launch saying that, saying exactly what it is.

45:15So it's not like there was a history of misleading people about what their product was. In AI there have been a number of those where later there's been a question about who owns, like Stability AI went through a whole thing with this, with like who owns the IP and where does this sit and what's the relationship? Like, this seems pretty simple. It is kind of silly because it's like, we just forked this. But I mean, I don't know. I don't like, I mean, I guess there is a question about like, you know, literally the licenses, like certain licenses, you can fork them, but then you can't sell what you're forking.

45:51And that's the problem. But I mean, there are big businesses that like Red Hat is a huge, huge multi-billion dollar company. And it's a fork hat strategy. And there's a few of those. And I could see a company winning in open source AI in that way. I don't think that that's that crazy. I don't know about this specific thing. Yeah, I don't know. I'm kind of, it's funny. I'm sort of generally bearish on the company purely because of the space that they're in and how competitive it is and how it's hard to imagine that, you know, I think there's a huge willingness to try new tools right now because everything's changing so quickly, but is the YC company with 500K and, like, a bunch of haters going to actually win now?

46:42Because, like, I think having the... Part of why developers love Stripe is because they have a lot of respect and admiration for the Collison brothers. And so is the average developer... Like, I kind of want to back Pear just to spite the haters. But I'm not like, but I think it's like these founders are probably going to be very successful. Will Pear AI be successful? Yeah, there is an interesting question. I'm very unclear. Like, what type of organization does need an open source AI code editor? Like, there are lots of places where it's like, okay, why would you want open source in that particular part of your tech stack?

47:23Like, well, you know, it's flexibility around a specific thing, avoiding lock-in to a specific thing. Like, why go with, you know, Postgres as opposed to Oracle database? Well, like, there's a lot more flexibility that comes with that. But in the code editor space, it's like, that's usually more on the developer side, like, individual developer decision. I think that's unclear, but. Yeah, I think one factor is, it's not like everybody, like, this next one. I guess we do it in Turbo. I guess we're doing turbo retarded Gen Z founders now. It's like, this is not new. YC has always backed, I won't use that same language, always backed young technical founders that were just like very ambitious that were going to do whatever it took to win.

48:09And the model is like proven beyond a doubt. There's been a lot of like FUD lately on people being like, oh, YC's last six batches. There's not that many unicorns. It's like, okay, I don't think there ever was like that. you know sometimes you get breakout companies or whatever but i think the difference now is tech is so mainstream that these guys are coming in they already have a youtube channel that's super active i think i printed out that delian tweet below which is which is really really really interesting which is like yeah like when when when the for you page and the algorithm like these guys know how to go viral that's clear from the way they wrote this tweet i just quit my $270 ,000 job at Coinbase.

48:50Like this is clickbait and they got a ton of attention. Yeah. But even if you wrote this tweet, you know, 10 years ago, you would not be the front page of the internet necessarily for your start. It would be much harder to break through. I'm trying to see if this guy has a Cartier crash on, which would be like a crazy piece to just have on because it's basically like you'd, I don't know, you'd have to spend like the entire. YC check on your YC check. watch.

49:22They definitely seem like, you know, they definitely understand going viral. Yeah. I'm bullish on these guys, bearish on Peri. I, yeah. And who knows where they will wind up? Yeah. If it's a real YC company, they'll pivot twice more. Exactly. They'll be a closed source code editor. Hey, actually, we didn't like being so open about what we're working on. Like, We're just going to build software. I mean, all bets are off. You can be non-profit and then be worth$157 billion. You don't need to. Oh, yeah. People fudding Y Combinator as if OpenAI is not a YC company. Yeah. Came directly out of YC. Yeah.

50:05Yeah. You got to include that in the recent history. Yeah, yeah. It's like the most important technology ever. Yeah. I mean, like, you can say whatever you want about the financial ownership or whatever, but, like, it's clearly, like, they made something cool that everyone uses and is awesome. And, like, a lot of people have built other things because of that. We love the economy, so we love a for-profit organization, right? I am so much happier now. I think that if every, convert every single non-profit that is doing homeless-related work in LA into a for-profit and I guarantee you it solves the homeless issue in two weeks.

50:49Seems reasonable. What else should we do? Should we do this? The longshoreman? Yeah, we can talk about that. I don't really know that much about it. I know that I have some stuff stuck in the middle of the ocean. Yeah, this is not about being informed. This is about this is about um sharing opinions and you don't need to be informed to have an opinion that's true put that on the record um yeah i mean this guy just had i mean he he looks like he's a character out of he's like the the the villain out of a movie you know where like the next stage of this mutiny is like they just rebel and like like secede from the union and like the ports the reports become the beginning of the new America riffs.

51:44But anyways, I think this is a pretty, somebody compared it to organized crime, and I think that's pretty on point, where it's effectively just, I mean, who knows, right? I think from his point of view, he's doing his job. He gets paid like about a million a year to represent his people. I think it will. People quote tweeted and were like, this guy makes$780K. But it's like, that's not that much. That's less than like a Fang level one new grad these days. So it's like, is this guy really? I don't know. I'm not really buying the whole villain thing. I think it ultimately backfires in a big way, right?

52:26Because everybody's like, oh yeah, we actually really do need automation. We shouldn't be dependent on like a bunch of. It does seem like a mess. Yeah, we shouldn't be dependent on a bunch of angry value extractors that basically have a monopoly. Yeah, I do wonder how it fits in with the election. Like the strike began October 1st. Election is in November. There's some sort of Taft-Hartley thing that the president can do to kind of force them to go back to work, which would like alleviate for four weeks, which could time up like perfectly. so that you're not feeling it when you're voting, essentially.

53:04And then you start feeling it right when it's done. So it's just like odd timing. But, I mean, Ryan Peterson seems like he's pretty bullish right now on it ending soon, or optimistic that it will resolve. Yeah, I think Ryan Peterson has needs to verticalize and own the ports. you know otherwise he's just gonna take like 20 years off his life all the stress you know like he needs to own he needs to own all the land within 100 miles of the water in Yemen right like he needs to own the boats he needs to own he definitely needs to privatize the navy he needs to privatize the ports yeah yeah just so he can get a good night's sleep yeah let's get flexport Navy for sure.

53:55I think we can probably skip this one. I don't feel the need to like throw this kid under the bus. I did think like this is my least favorite form of ad right now is like AI generated slop. It's not AI generated though. It's not? No. It's literally just normal editing. Really? Just booby clips and stuff and pictures. Yeah but for some reason it felt so It felt so whack compared to the Excel was doing like handcrafted editing. Did you see the other one that launched yesterday? The one that was like developers, developers, developers, developers. Did you see that one? No. It was Resolve AI. Did you see this?

54:40This one was great.

54:54See, this is good. Yeah, this is good, right? This is the same format. It's just real.

55:05See, this is the same format, though, as the original Founders Fund Hype Reel, which we copied at Capital, and then a bunch of other people, and now it's in the zeitgeist, and now the format's dead. It is. so sorry to whoever did you edit that video for founders no it was mike petriano yeah mike mike did a great thing he did we remixed it he created him yeah he created a monster and then it's just like yeah it's done i mean it's it's a very fun format i just wouldn't do it as a company today yeah i mean i guess the question is like how do you break through because like i mean this launch for this like, what's it called, rewind?

55:44Yeah, Resolve AI. It's like, it would be pretty hard to get a million views on your launch video otherwise, or like your launch something. So like, what do you do other than just like a vibreel that can go viral on DAX? It's hard. Build something great. Yeah. Takes time. Copy an open source project. Got it. Yeah, create a controversy. Honestly. No video needed. Yes. Yeah. Be the villain. Yeah. The heel. Be the heel or not the face. That's funny. Oh, I don't know. Okay. Do we want to talk about the David center of it? Yeah. Where was it? So funny. So Austin, Texas. Yeah. Amazing space that it was basically, it's basically like a hotel that is kind of like, I mean, It has sort of like some continuous use for some, I think, foundation out there.

56:45But Founders Podcast and Business Breakdown hosted an event. There was like 120-ish people there. No other people on the property, which was cool. So you'd just be like, you know, doing something random at the gym. You'd strike up a conversation, et cetera. amazing uh amazing group of people um i would say felt like at least 10 percent of the people there had a net worth of over a billion dollars which is like hard to get in the same sort of like you know acre that often unless you're in davos yeah i mean i think um and the funny thing this story came up a few times but um i i at capital we were one of the first advertisers of founders podcast really um and at the time it's so funny what what like two years does i think we paid him like five thousand for the quarter wow and now it's it's like you need to be doing like a seven figure multi-year deal to even enter the conversation and he's probably going to be like yeah it's not a fit But anyways, David's amazing.

57:55Matt, the other host, is awesome, too. It was an interesting situation because it was clear, like, there were some really great panels, but it was almost like the panels were just, like, dead time because the second you'd leave a panel and just start talking, there were so many great people. And David kept saying, like, I want to do a conference with no panels. It's just, like, the space. which I think is great. I've done that. It works well. Yeah. And yeah, ultimately, I think David left the weekend being like, I'm not, I don't even, I don't think he's ever going to do one again. But it was funny because, because he just would rather host a group of people.

58:36I think the retreat with no content is fine. Yeah. Yeah, maybe. But it was almost, I told him you should have a retreat for your audience. Yep. And don't even go. No. because there's so much value in just connecting with other people that are like-minded. And so you phone in and do your panel. Hey, everyone, I'm so happy that you guys are all together. He's on the Venetian Islands. Because the challenge is it's really enjoyable for everyone except for him, who's basically like a 48-hour period where people are grabbing him and all this stuff. But anyways, I think people were generally respectful.

59:16It was good. it was pretty funny like uh almost you know people that i was hanging out with um jackson doll bryce from indbc justin marriage uh jeremy guffon david perel like um jorgensen people like that um i don't think any one of those people like had more than like a single one or two drinks the entire weekend even though there's an open bar like the entire time So it was interesting to really see like the death of alcohol, like pretty, you know, pretty, pretty plainly. The only people that were getting absolutely hammered was some of the old guard, which was fun. I was asking them, you know, this guy's like borderline like blacked out.

1:00:04Only person that I think was truly like drunk in the whole event on Friday night. And I was like, how does it feel to just be old and just loaded? And he's just like laughing. And he's like, yeah, like, dude, you like busted your ass for four decades. You deserve to be the only person that's blacked out here. And I actually appreciate it. Yeah, everyone else is still on the hunt. Yeah, yeah. Nobody's got time to be hungover tomorrow. That's fine. But, yeah, fantastic event. And, David, when you listen to this, host a retreat where you're not there. You're not there. call in from the venetian isles i think i think this community would appreciate it i know a lot of people came out of it i mean um i was in the it's funny at the very end i was staying an extra night in austin to see a portfolio founder the next day and this guy's like hey does anybody want to split an uber um and i'm going downtown i was like sure let's do it and we get in the car wasn't really like, you know, I'd never met the guy that weekend.

1:01:11We were talking about what each of us do, and he's like, oh, yeah, I run like a$6 billion hedge fund, you know, in London, you know. It's just like, so it's like that quality of people. But anyways, if it happens again, I'll be back. There needed to be, everybody there was very Excel curious or already an active user. A customer. A DAU. We measure our customer base in DAUs, not traditional sales volume. But yeah, that was great. The other thing over the weekend, I feel like I kept opening my phone and people would be talking about Excel in my mentions. Do you want to talk about that screenshot I sent you?

1:01:59Maybe we should do that. um so um so anyways we got our first uh honest review of excel nicotine pouches from capital cowboy on x he says for anyone curious here's my honest review of excel better smoother flavor than any zin i've had last significantly longer too had my cousin that can't handle nick upset stomach at three milligrams try these and he said you got all the buzz without the stomach issues so um that is uh the power of excel obviously i asked him um have you noticed anything different with your returns most users report uh improvements after using excel and cowboy said i actually got a promotion after using excel no joke and uh he said his buddy mark got a promotion as well and Mark said using it and got a promotion a week after switching to the branch it works and I said all it did all it did was make you more you right because you on nicotine is you on your best day right it's you on 100 % sleep score you know fully locked in so anyways the The reactions have been great.

1:03:23If you're a user and you have any comments, feedbacks, product suggestions, or if you're interested in debt financing through the Excel brand, reach out. Yeah, sounds good. Should we do this viral chain letter? I think this thing is so funny. Yeah, yeah, yeah. So I have to start by saying I actually don't know if I have a copy of this one. So a bunch of celebrities have been sharing a copy pasta text meme on their Instagrams. And it says, goodbye, Meta AI. Please note, an attorney has advised us to put this on. Failure to do so may result in legal consequences. As Meta is now a public entity, all space space, all members must post a similar statement if you do not post at least once it will be assumed you are okay with them using your information and photos i do not give meta or anyone else permission to use any of my personal data profile information or photos and then the amazing thing is that is that uh meta has has appended see why fact checkers say this is false they added the fact check like modal like over it to just be like just so you know this is misinformation it's just so funny tom brady posted it really yeah julianne moore and a bunch of other people and it's just so funny it's so boomer i remember this happening like like at the dawn of facebook like maybe 10 years ago and it's still happening it would be like they change the terms of service one schizo person posts this like ramble somebody posts just like an absolute ramble yeah and then And it somehow picks up.

1:05:10And I only saw it on, honestly, shout out to the people that I follow. Because I only saw one person post it. Oh, unironically? Unironically. And that guy formerly ran a public company. Oh my gosh. So that was a bit concerning to me. Because I, yeah, I honestly, yeah. I mean, it's just like, I get being a boomer and not understanding how the internet works and being confused and stuff. But I would just rewrite it. A, rewrite it, but B, is there any scenario as a public company where it's like, this is like the equivalent of, I don't know, like holding up a sign outside of the White House and just being like, I want you to, you know.

1:06:00It just makes no sense how this would be like legally binding or any sort of like way to... On an ephemeral story. Yeah, yeah. On an ephemeral story. How is this in all the way that you interact with a company, right? Yeah, yeah. It's like leaving a review on a restaurant and expecting that to be like legally binding somehow. Yeah, and it's funny because if people are scraping your profile for data, which they are to train models, the AI, like the scraper, like shows up at John Coogan. Yeah. And they just start like sniffing around. And they're like, and then they see like, oh, you added a story highlight and three months ago he posted this and the scraper goes, hmm, okay, let's get out of here.

1:06:42Let's get out of here. This person is really stupid. Or Meta is just like, who stores the data? What if it actually winds up working? Because the AI is like, oh yeah, we don't want to train on people that under, that you are. That could really open up some liability. Are this gullible? We don't want to train on this people. But Meta, who already hosts all your data and tracks every single thing you do on the app to use. And they're like, yeah, this guy's big no-no on this guy. At the same time, the fact that this keeps happening does say something about humanity, but also it should be somewhat of a wake-up call to Meta and the actual employees there.

1:07:24Your consumers don't understand you at all. You need to probably do better to educate them about how things work. Which is why I'm long on Zuck's personal conquest and value creation. And I'm a fan of him. I'm short on his public image because I think him getting cocky again and wearing shirts that say Zuck is inevitable. and Metta still being like basically gonna be at the epicenter of all this drama around AI and you know generated content and all this stuff is like very short his public image. I think he enjoyed like a sort of temporary sort of you know basically two year period. I do want him to mix it up because it's like so he's this like fashion god now and he's wearing like street wear and like baggy t-shirts.

1:08:21but yeah uh but like there is a way for him to wear like an impeccable suit yeah and and and apply the same the same thought process yeah you have looking to looking fantastic but it's just in a suit yeah and just do i mean we just say that because it would be good for of course but like like like it it is interesting that like he's he's applied like i i now take fashion seriously but I only apply it in this one very narrow like yeah like section of fashion like I want to see him look as fashionable but also in a suit or also in a variety of things yeah just like dress your age just like have yeah yeah have some more like reach and some and I think if he broadens out a little bit he can class it up or dress it down and he'll have more flexibility there yeah he clearly found like a wheelhouse and he's just like doubling down on that and he's gotten He's like an algorithm.

1:09:19He's literally like an algorithm. He's like, wow, they liked when I wakeboard. They didn't like when I wakeboarded with all the sunscreen. But when I wakeboard and I hold a flag, people like that. He's a little bit of a filter. I'm going to, okay, if people like flags and wakeboarding, they probably like beef. I'm going to show them my cattle ranch, right? And then they're like, oh, I wore a watch and they like that. So I'm going to get a more expensive watch, like an even bigger hitter of a piece. But that only, that goes so, like, that you eventually get a negative reaction to that sort of doubling down on everything.

1:10:02Yeah, I wonder where that will come from. I mean, he's done a fantastic job of being apolitical. To me, the shirt, the Amiri shirt that says Zuck is inevitable is, it's like, dude, you're obviously inevitable. You're a force. You telling people you're inevitable is cringe. People will already say that behind your back. Yeah, it's like a victory lap. Like, for what reason? Just deliver. I can't use sunglasses without logging into your Facebook. Deliver returns to shareholders. That's the only thing that matters. When the stock eventually drops, people will be, they'll take pictures of that shirt and make it say like, you know, $500 billion market cap is inevitable.

1:11:00You know, down from. Do you think it was like just a funny joke? Do you think there's something to that? Is it funny? It might be funny. If you've got to ask yourself, is it funny? There's probably not. Every time I take something too far, I break character. So I think that there's always this layer of humor that is different when it's coming from somewhat as powerful as Zuck or Elon. Like, I keep thinking about, for years, I was like, I love Elon, but man, the childlike humor is just not hitting with me. The 69, 420 is just not funny to me. Until he was in this interview with the BBC reporter, and he says, do you like BBC?

1:11:54And it was so stupid. It's such a stupid joke. But he was laughing super hard. And I was like, this is actually hilarious. not because do you like asking a BBC reporter, do you like BBC, is that funny? It's funny because it's the world's richest man who's super powerful asking a reporter that. The context matters. And so, yeah, this one, I'm not sure if that's funny. Here's what would be funny to me. If Zuck was on his hydrofoil wakeboard, you know, doing his thing in his meta glasses and then in the scenery, and he's in kawaii or whatever he's in his retreat and on the hillside behind him it's literally like using a lawnmower like carved into the grass it says like zuck is inevitable and it's not like so front and center that would be funny because seeing that image of him just like riding his little like hydrofoil thing and then you're like wait did he he carved in like a football field of grass like zuck is inevitable like that's that's cool that's ridiculous make a monument Yeah, yeah, yeah.

1:12:59Or, yeah, so. Anyways, Zuck, when you listen to this, make monuments. I mean, he made a monument in his backyard of his wife. Oh, yeah. That was a piece. Yeah. Seriously, he's going to do some stuff. I don't know. I think. I respect Zuck. Yeah. I don't know where. There's just a difference, though, in, like, what I'm talking about is, like, respect versus likability. and I'll always respect him. I've gone through periods where I sort of like him, and I don't like him. And not that it matters, but for him, he clearly cares about what people think about him. So my advice would be, you know, dial it back.

1:13:48And I just think people, you know, he has, like, a PR team around him, and, like, image consultants and stylists and stuff like that. It's like just be more be more creative, you know Yeah, definitely needs more breath. Yeah, to the stunts and whatnot