The Truth Zone, Bear Domestication, Daily Driving Supercars, Lever up

42:18Let's stay on apologies and go to Marquez Brownlee, MKBHD. He was apologizing for driving too fast. Let's read it. Last video, I did something pretty stupid. You might have already seen it, but maybe not, so I'll address it here. There was a clip with the action cam of me test driving a car and going way too fast. Absolutely inexcusable and dangerous. I've since cut it out of the video. There's no reason to leave that clip in. all I can do is apologize and promise never to do anything close to that stupid again that's a terrible example to set and I'm sorry what's your great good apology yeah good apology and like getting out very quickly like the the there was a tweet calling him out that was kind of going viral and he just jumped on it really quick and with a long post and I think that there's something about um if you had if he had just like quote tweeted and been like I'm sorry like that's not enough but he actually like broke down everything he did everything that he would do next like i'm well aware of the streisand effect and i know everything on the internet lives for other but i think this is the best decision for now and like it was very he like broke down his whole thought process and i thought this was very very good but i don't think he should have apologized because i think and i'm on record saying that we need to ban speed limits in america i think we need an american auto bond economy down yeah i mean there's so many times when you know you're going to a meeting and if you could just drive twice as fast you'd be there twice as fast you could do more meetings you could do more meetings you could increase the volume of shareholder value exactly uh i was actually thinking about this because my friend has a house in mammoth and i was driving there and the speed limit's like 65 75 it's like a driving it's like a four hour drive i'm saying but it could be two yeah and cars are getting safer this was posted as like kind of a joke but it is serious like the the self-driving technology is getting a lot better the cars are getting way safer seat belts and airbags are in every car now and so like the possibility of just driving fast like that might be the solution like do we need high-speed rail or do we just need an autobond that needs to be a core tenant of american dynamism is just yeah removing speed limits because think about some of these deep tech founders that have you know a facility out here office over here and they're spending a lot of time on the road yes you can use it for phone calls but if they could spend more uh time in front of their yeah uh whether you know their their uh engineer that's needing to code or a capital allocator that's behind a Bloomberg terminal, the more time they can spend in front of those desks, the better for the country.

44:37It's also just like a lot of things with the government, it's hard to do new things and create new projects, but it is a lot easier to just stop doing something. So if you're the government, you just say, hey, we're just going to take down the speed limit signs. That's a pretty easy job, as opposed to we're going to build a new high speed rail. It also could be a community growing effort, right? Like there could be kind of a grassroots movement of, hey, we're going to take down speed limits right we're gonna just do this uh all you know an axe yeah right just chop like a tree yeah um and uh yeah even even one less speed limit in your local economy could actually provide some pretty tremendous so even though you know uh i i do disagree with uh mpbhd on respecting speed limits um you know we got to support him because he's a fellow turbo s owner Really?

45:27Yeah. Really? Yeah, he has Turbo S. Nice. Yeah. He was driving a Plaid and switched to the Turbo S, and he loves it. He's a big fan. He's a big fan. Huge fan. He watched every single possible video about it and made the decision that that's the best possible car. Sports car. And for someone who's reviewed so many products, like, I think you made a good decision. I trust him on that. Even though I'd love to see him in a GT350R Mustang. But let's stay on the topic of, you know, government efficiency and government deregulation. Delian, my colleague at Founders Fund says, hell yeah, Doge is real and Elon and Vivek are running it.

46:03What a time to be alive. And there's a statement from President Donald Trump saying that Elon Musk in conjunction with American patriot Vivek Ramaswamy will lead the Department of Government Efficiency together. What do you think? I mean, very cool. Very cool. I mean, it feels like we're in, somebody said this, but it feels like we actually are in the best possible timeline where it's the most entertaining and actually seems to be the most America positive timeline since 1776. There's been this question of like, you know, okay, even if someone gets in that people like, like, is there energy to like actually go and work in the government?

46:41And as silly as the Doge meme is, it's something where you could see a smart, hardworking person say, yeah, I want to go work with Elon on government stuff. Sure. I'll go to the Doge. No, that's the big change here, right? Totally. Is smart young people are going to want to work in the government for the first time just so that they can work under that sort of Elon religion, right? Yeah, yeah. And somebody else was saying like, you know, the U.S. economy is basically just like steady state growing a couple points a year. And if we can double that growth, it kind of fixes so many of the core issues in our society, right?

47:20So it can't be understated that this is, while it's immediately being politicized, I don't think it's political at all. We want our government to run the country like they'd run a business, right? Bring in more revenue than you spend. It's pretty simple math. It's napkin math. We need to run the federal government. Federal government should be able to run on a napkin, right? Yep. uh social security uh defense health care etc like you should not need more than a small napkin to run this country uh except if you want to drill down into the details you can get on ramp yeah it sounds good uh and then andre relatedly says uh in america the department of efficiency has two bosses pouring a little bit of cold water on this idea that okay you know hey is it really efficient if you have two if you have two people there but uh i i think it makes sense because elon's running so many different companies he can come in now isn't he running it exactly how he runs all of his companies which is like he's setting the pace and the energy and like the focus yeah but then he needs his lieutenant to actually yeah so if that can come in as like the the operator yeah alongside him like that that seems really good but it is a funny meme uh and uh yeah i like that they're treating it like a product launch sure like the the trump admin over the last like week has been almost having a major major story every single day that at least within the tech community is like getting the right attention generally getting positive attention yeah and this is the advice i give to startups is like even if you have something that feels relatively minor that you already announced previously announce it again yeah make it a big moment right I heard this thing I don't know if I haven't checked it but I heard that if you've seen these like Trump videos there's like all these policy videos that are going out him talking about like his ideas and they've all been like going viral apparently those are from like a few years ago they're from rumble is this true yeah okay yeah so they're from rumble and he put them out and they just didn't get any lift because rumble's really small but now that they're like you know he's unblocked on x they can go viral and so everyone's like wait where was this guy all along it's kind of funny yeah and to his credit i think he still believes 80 of the same things yeah like they're still part of his platform yeah which uh you know historically the critique is of trump has been he's constantly sort of like changing his mind and going on back on things that he said before so i'm happy to see that what he thought in 2022 is also what he wants to get done.

49:54Yeah. Visicon Versami, who I found out about through Patrick O'Shaughnessy, saying he has some really good frameworks and posts and long posts and writing, writes, Tech Bro Pod, please discuss this. And it's one of the most indecipherable posts, but we'll try and get through it. He writes, culture wars are partially downstream of the media tech nation, dropping paratrooper brain worms inside the OODA loops of those with fragile self sense and people sense and recruiting them as cannon fodder mooks into profitable but destructive psycho fauna titan battles. So I think I kind of understand what he's saying here and it's a little bit of a twist on have you heard the term or the phrase like politics is downstream from culture?

50:45yeah this is Andrew Breitbart said it and um it's this idea that like the the the government is just a reflection of the culture in a country and that yeah it's not that you can like you don't necessarily need like pronatalist regulation to create a pronatalist movement it's like you need the movement first and then it just happens exactly um and I've always been fascinated with that in conjunction with the medium is the message that quote by Marshall McLuhan. And I've always thought about the interaction of those two terms. So if you believe both of them are well argued, and I do, well, if the medium is the message, then the design of our communications platforms informs our culture.

51:32And so the medium is the message means that when you design what is a TV show? What is a movie? What is even on, even on formerly Twitter now X, like the idea of a retweet or a, or a quote tweet that became very, that became more adversarial because it invented the dunk. And so our culture got more aggressive, which you could say is good or bad. Um, yeah, it's like it created a mechanism to bring a ton of negative energy from your community to one person who's not necessarily in your community, which creates the cycle of fear. Exactly. Um, But yeah, the other quote that stands out, I'll butcher it, but we create our tools and from there our tools shape us.

52:14We shape our tools and our tools shape us. Yeah. Yeah. Yeah. And so this is something I've always pushed back on. There's this debate, like the media would always say like, oh, like tech is like inherently political. And then the technologists would say like, no, like our tech is like politically agnostic. But I don't buy that at all. I think that if you're a product designer at a big tech company and you're designing a communication tool, the decision that you make to include quote tweets or to make likes private, for example, that shapes the culture and culture shapes politics. And so if you are designing a product that's used by hundreds of hundreds of millions of Americans, you do have an impact on politics.

52:54Yeah. And yeah, and you do have a responsibility. and so I think that's somewhat of what he's saying here but you could probably dive into this whole thread and spend another hour deciphering every single word there yeah but thanks for writing in and let us know how we did let us know if we if we nailed it I think we did let's go to Will Manitis uh he says building in public is over the future is occult companies of unknowable size and influence hidden beneath a sea of LLCs so deep divine light can't even get through cap tables so arcane it's impossible to know if truth exists at all no one knowing what really is going on here so imagine explaining the build in public movement to the coke brothers oh yeah coke industries they're like wait what you tell everyone daily what your revenue is you screenshot your internal metrics and share them with the world you invite massive competition you uh allow others to get an understanding of your profits so that they can eat away at them slowly yeah uh i think the build in public movement is very uh you know it's good to share what you're working on it's good to talk about what you're working on it's good to make people feel like a part that they're a part of your movement and kind of along for the ride but the entire uh and i think will will did a good job of this with his last company right he you know would share the right things that positioned him as the thought leader within AI and healthcare, right?

54:21And he did that very well. Never once had to share a Stripe dashboard, right? Or, and I think that there's the right way to do it and the wrong way to do it. And you've talked about this a lot. The, you know, what we're seeing with the build in public movement now is a lot of founders that are talking about what they're doing, but not sharing metrics publicly, but making sure that their competitors can clock their revenue and earnings by their car and watch collection. Exactly. People should still know that you're successful. It's just got to be a little bit more subtle, right? So instead of a Stripe dashboard showing a 200K day, we want to see like a one-of-one Patek, right?

55:01Exactly, exactly. So it's just evolving. Yeah. And yeah, thanks, Will. Let's go to Offscaler. It says, hmm, and it's a screenshot of what looks like a TikTok saying, you can tell if he makes money whether he says q4 or winter dude i think we're like one of us yeah no i think but i think we're in a we're having a banger q4 yeah i think we're i mean obviously we're having a phenomenal q4 yeah that said i think we're at maybe the intersection of people that are saying i'm starting my winter arc sure because q we're halfway through q4 and i need to lock in even harder right so we're there is this intersection and the kind of founders that i want to invest in are starting their winter arc, but very well aware that we're almost halfway through Q4 and they need to make stuff happen.

55:54Yeah. But in the same way that we advocated for adopting gamer lingo into everyday life, also you got to adopt the finance bro lingo. Yeah, we don't need to speed run reinventing finance. There's a lot that venture can learn from our predecessors. Exactly. But yeah, one thing for everybody to remember, your q4 metrics are forever right when this quarter ends you will have to live with those results yep you know january february march and then 2030 2040 people are going to be looking back at this quarter saying what the fuck were you doing yeah or giving you still patting you on the back from the work that you do now so lock in whether you're having a winter arc whether you're in the tropics um it's still winter yeah those metrics will be immortalized in your 10k forever so good luck get out there augustus says have you ever had nine coors banquet beers with your customer i love this because he ats coors banquet yeah yeah it's amazing hopefully they gave him a retweet that's that's they really should this is good marketing for them for him yeah because that's kind of the whole point that's like the idea of coors banquet right it's a celebratory beer uh that's that's an everyday product that's accessible um i can imagine that this is not unusual for augustus right he's somebody that his his his his edge is being able to speak the language of silicon valley and be immersed in this amazing subculture and saudi princes and then simultaneously going and hanging at the farmers for 48 hours yeah rainfall he's serving he's serving customers in places that starlink has never touched right i don't actually think that's true but uh but uh yeah fantastic i mean meeting your customer where you he's gonna correct this seriously there are a lot of companies that they you know wind up in yc and they're like well we're building sass for farms and then they like can't relate to the customer at all it's really hard yeah i told the people want to buy products from other people like them yeah and so if you're not like your customer you better have a uh head of sales who is or um you know learn from finance right yeah i mean i told you that story about uh doing a deal with like a tobacco distributor and i walk in and everyone's smoking inside it was like one of the crazy heaters and uh and yeah it's like it's like how did you handle that situation oh of course rip one rip one yeah but you know you you know but you're bridging the gap between exactly big tobacco but then i force them to use the the strongest product i make and see if they can really handle it um there's a there's actually a good story from last night i uh was at a a dinner hosted by a venture capitalist and uh the guy next to me who um He actually asked him what he'd want to be referred to on the pod he said the Jewish cowboy okay he was taking a four milligram Lucy pouch in between every course of the meal and then taking a four of the food and then you know the I don't actually feel the buzz anymore.

59:13I just avoid the withdrawals. So anyway, shout out to the Jewish cowboy. Yeah. Friend of the show. Uh, let's go to Vittorio. He says, what's the book that changed your life the most? And this is just a good question. What's your answer? Do you have something in mind? Art of the deal. Art of the deal. I like zero to one. I mean, that's classic, but I mean, honestly, like it's, it's kind of crazy to say, but I remember in high school, a friend who is really really smart guy just kind of clocked that I was going to be an entrepreneur I think and yeah on that track and he got me four-hour work week yeah and like now in Silicon Valley that's not part of the canon in the way that zero to one is but it was a phenomenal book just in terms of exposing like what does it mean to be an entrepreneur yeah at any scale and yeah it's a very you can just do things book like there's a story of the Titans was also a really great book yeah that was my first so so i would say the media product that's been most impactful on me over the last two years is founders podcast sure and part of that is is david digesting all the best biographies and autobiographies ever in entrepreneurship and just like tying them all together but um but tools of titans was very impactful for me um during college because that was my first exposure to, not my first exposure, but like the first kind of Senra-esque attempt at kind of capturing what made these people who they were and how they ticked.

1:00:45Yeah. Yeah, that's great. It's a good prompt. Let's go to Jesse. Jesse says, as a young CEO, the worst advice I ever took seriously was that each manager should have standing one-on-ones with each direct report. Utter stranglehold on calendars throughout an organization. Direct reports should have something to report or decide to call a meeting, especially with the CEO. And it's a quote tweet of Brian Chesky talking about how he doesn't believe in one-on-ones and almost no great CEOs in history have ever done one-on-ones. And there's a lot of this stuff that's happening right now where big public company CEOs are coming out and saying, like, I actually do things very differently.

1:01:26Jensen Wong, no good watch disrespector, claims that he doesn't have any, like, meetings or direct reports what is it he has he has some some something to the same effect um but it is true like the like your calendar should be like as default empty as possible and you should have yeah i think the big issue with one-on-ones is if you have a standing wednesday one-on-one and you have a direct report that's having an issue monday if they're waiting to talk about it until wednesday that's 48 hours of wasted time and that could have been the most important thing of the week that you just needed to handle yeah and fix and so I think that yeah this trend towards CEOs being like Jensen's big thing is like we have no long-term plan right he's like we don't plant like we we think about what do we need to do today to make the company you know when today and for the long run and eliminating meetings eliminating long-term planning Shopify has been big eliminating OKRs uh things like that um so anyways i think it's i think uh what what's the old joke that like google invented okr is to just like stifle like innovation in competition in competition yeah there's a lot of that i mean all of the all of the uh work like balance stuff is 100 game theoretic yeah it's like hey by the way if you're the best business in history you can have amazing work-life balance and offer all these perks to your employees yeah yeah and then create that as the competitive playing field that everyone has to compete with.

1:02:54Brilliant. But yeah, I mean, it gets to the idea of like the phone CEO, which we've talked about before, but just this idea that like you can be much more effective if you're just constantly on iMessage with people that are important in your organization and then just picking up the phone and calling randomly and just playing phone tag with people. Yeah. And I just do that all the time. The only time that I genuinely need my... Very little email, very little calendar. Yeah. The only time I need my computer, video meetings. Yep. And if I'm doing anything... Many of which could be phone calls just happening randomly.

1:03:20Yeah. Usually. but uh and then doing design anything design related i want to monitor but other than that i can run everything off my phone yeah let's go to cryptox zero i think that's how you say that crypto zx or zero x oh one more thing i uh bc i was talking to you last night was like i've been i was golfing a ton while i was raising my fund and now i'm doing it like once every couple weeks but before he was golfing four days a week while raising the fund because he's like it's the best way to get to know people sure have four hours to talk about yep what you're doing how the other person ticks things like that so that's another example of the um you know the capital allocator uh phone only totally yeah phone and in person honestly like yeah so the best way is to get to know someone if it's if you're seriously going to do a deal is uh go and spend a full day i've done that with a few people not just golfing like uh i i i went and met with somebody very powerful and spent, got to his house in the morning, we go for a big long hike, we have lunch, we sit down and like, you know, talk about some books on his shelf, we have dinner together, drinks, and it's just like, we spent like this the full day together.

1:04:29And like, even though it was like a million times more impactful than like a weekly call for like three months. Yeah, it was it was so much better just to actually get to know. And to this day, I'm like, that's a solid person that I would do business with. Yeah. Let's go to Cryptox zero, bro, it's crazy how one follower here is worth 100 followers on Instagram. This is a good way to get a lot of engagement because everybody on X tends to have more followers here than Instagram. Yeah, of course, but it's true. It's true. Like, like, like it, like you're not going to accrue the same caliber of founders on Instagram than X.

1:05:01Like, yeah, the, the, like it, there's no, there's almost no more negative signal to me than a founder that more frequently posts about their company on Instagram than X or even LinkedIn, unless it's a consumer product company. Yep. And even then they need to be like the celebrity face of it. Essentially. And that's the only case it works. LinkedIn makes sense if you're selling, you know, B2B software and you need to be like an influencer there to like pull in companies. That makes total sense, but you should still have a presence on X. People have been begging us to move some of our posting over to LinkedIn.

1:05:33Yeah, we'll make it happen. It'll be a, it'll be a seven figure deal with, with LinkedIn if it's going to happen at all. Let's go to Daniel. He says they should have the Uber eats black. What if I want my burrito delivered in a Cadillac Escalade? And I, when, when I heard Uber eats black, I thought it was just gonna be like caviar, champagne, like the top tier foods that like you guarantee are good, but it's more just the energetic, energetically, the idea of having, knowing that your burrito is being placed. Like I want it to be, I'd almost like the Brinks version where like, you know, it has like armed guards that like carry the burrito from the restaurant.

1:06:06Yeah. Well, that's what Turner says. Turner says, I want a SWAT team to deliver my mcdonald's in a blackhawk helicopter there you go there's a bunch of different you know modalities that people would happily pay for um and uh anyways that's like uber is the dominant player they now have the ability to like layer on these sort of value add sort of niche products that make their power users happy right i honestly would pay for uh for an uber eats black that guaranteed that the food was going to be like properly stored because i swear sometimes sometimes they just throw it in the trunk and then they're drifting around and you get somewhere and everything's just totally destroyed and it's just like such a mess uh yeah i think i think also if you could get a black hawk from jfk to manhattan that would be cool that would be big and have like armed like blade but yeah blade yeah black hawk version of blade i love it hopefully coming soon uh brian halligan says get ready for the ipo market to roar in 2025 i think it's legit i think it's happening yeah i i do think that there's a little bit of a countervailing force where a lot of the a lot of the really big companies are still seeing what's possible in the private markets and just don't want the overhead of ipoing yeah but but there's this huge pressure even even databricks announced this last week that they're raising two billion dollars just to provide liquidity for early employees that's a company that like i don't see why they don't go public at this point but again again like the overhead is is real yep um i i think that uh we've talked about spax coming back in a big way um i think especially for for companies and categories where uh vcs aren't necessarily paying attention right now or aren't set up for that like there are enough funds it is not a bad financial innovation yeah it was just used improperly yeah I agree.

1:07:59I agree. There are a lot of companies where like if you're an AI company right now, you don't necessarily need to go public because there are multiple multi-billion dollar funds that are ready to write a$4 billion round for you in the private markets. But if you're in something a little bit more niche where maybe public market investors might be interested in it, but private markets aren't really set up for it. Yeah, and retail. There's a ton of products that retail's generally excited about. Yep. But you got to be a going concern. That's the main thing i just hope it doesn't end up being yeah i hope you're raising money anymore you need to be profitable yeah i just hope it doesn't end up being again what happened last time which is the companies that didn't have any yep additional you know private capital sources but guys girls out there if you don't have four to five friends that are spinning up uh new um special purpose acquisition vehicles like it's time to elevate your circle i mean i was looking at the list there's a website where you can go and look at all the specs there's like yeah 350 that are actively searching right now in all sorts of different fields for competition and so i mean i i honestly think like yeah if you're raising a 50 million dollar round like why not talk to at least a few of the spacks and just see what their pitch is see how it would work out um and see if you can see if you can pull it off uh let's go to jack rains he writes folks love their fast casual mediterranean cuisine and kava is up 440 in the past year wow i wish that we actually could see their market cap because they have to be trading at like two because they're way down they have to be trading at like 300 times earnings oh yeah um i need to actually look it up fast casual i mean it was always holy story was so solid that it makes sense that people would kind of ape into the next thing i always actually never eaten a kava have you is it good okay yeah their their p.e ratio is 300 okay um let's go yeah so yeah great great for kava they're going to be able to get a low cost of capital and expand sell more more uh Mediterranean grain bowls but it's funny I remember like seeing pitches for people being like we're the Mediterranean Cava why doesn't this exist meanwhile Cava was just building a behemoth and they did it they did something pretty interesting which I forget the name of the Cava actually acquired a restaurant group or a restaurant brand I'm blanking on the name that had like 200 locations yeah and they were able to like really quickly rebrand all the locations and turn.

1:10:21And so they were able to like double their footprint. Um, you know, super, super fast. It would have taken them. Um, but yeah, one thing, you know, I think we, there's a lot of optimism right now, but one or two years ago, there was a lot of fear in the market. And I always tell entrepreneurs, go look at Starbucks. Like if you think the world's bad and it's going to be like a worse place in five years, go look at Starbucks and Chipotle and all these big, um, fast casual and just like retail concepts. They're like, we want to add 300 stores a year, like every single year. And it's like, they, these are like really smart teams that are smart capital allocators.

1:10:59And yes, the world's an, uh, sort of, uh, unforgiving, unpredictable place, but, um, just look at how many locations these businesses want to add. And I guarantee you, your business is going to be able to thrive in a world where they can add 200 new Starbucks every single year. Right. That's great. That's great. Let's go to Jacob Andrew. He says, Jacob Andreu, uh, he says the hardest part of building AGI is naming the models. Yeah. I feel like, I feel like this is an industry where we went kind of like weird quickly. Right. So it's like, we have llama and so now you have like defense llama. Yeah.

1:11:33How do you, how do you, how do you get like, get more attention than defense llama? that's great and uh strawberry i thought that was a cool name yeah it's interesting because like open ai great name uh even though like the the openness is kind of pivoted but i mean it's just like it's just like a it's just a nice name and it's it's very like welcoming and it speaks to like what they do uh chat.com phenomenal like one word domain great but then but then like gpt 401 one preview mini is like so bad and i mean but i feel like that's part of them select anymore i do think that part of that is somewhat intentional of being what matters right now is being loved by developers because developers are the bottleneck to actually get your product to tens of millions of users yep not the bottleneck they have their own consumer products but i think it's kind of like almost an inside joke of let's release a product with the worst name ever that developers are going to meme and talk about and being like wait are you using this version or this version but yeah and i bet most of the chat gpt consumers that just go to chat.com like are blissfully unaware of the fact that there's a difference between 440 01 preview 01 mini they just type their question and they get an answer yeah but very quickly they're going to be able to put a router in front of that and and dynamically decide oh this is a this is a question that needs to go to 01 this is a question that needs to go to 440 or whatever and uh and all of that will become distracted the real question is where we have with the iphone nobody knows which iphone they have anymore if you ask them what iphone do you have they go i don't know it's like i got it like a year ago 19 i think yeah yeah i don't know but uh zach says money doesn't excite me my ideas excite me and it's a quote from walt disney i think i think money should excite you Walt Disney what he was lying when he said this yeah yeah that was pure marketing yeah um no I think I think that uh there is a very common addiction which is the addiction of wanting to see your ideas in the real world manifested and I think that there's a equal amount of from those people there's an equal amount of excitement around the market potential of that idea right because if if one of the best ways to make it big in America is to build uh credit to yc a product that people just really love and sell a lot of them right and so this goes back to um you know people talk about don't think about how to get rich think about how to help a million people and you can do that with a product you can do that with an idea um and uh yeah i've seen a lot of people get get uh very wealthy off of ideas that they don't really aren't that excited about just for you know it's fine but uh like walt disney's famous for that like circular graph have you seen that it's like a napkin drawing of like how all the different disney enterprises interface with each other whether it's consumer products films parks all these different things and it's like that is an idea but it's a very financial idea totally but you could see that being like a beautiful interaction and it would allow you to do more ideas and that's the that's the nature of the virtuous cycle of capitalism to me a good idea is the greatest drug on earth yeah like can you can you remember like multiple times where you just like had a phenomenal idea and you know it's a hit like when we first when we talked about excel yeah we knew from the very first conversation which was not even a planned conversation we just started riffing on it and we're like yeah this is like so obvious like this is going to be a hit and you launch it and it's a hit right yeah it was great um and that feeling is uh the best feeling in the world no amount of ayahuasca can get you that impossible impossible uh let's go to high yield harry uh he posts a screenshot of a text interaction that says do you want to join my religion and then the question's what's your religion and it's just a picture of a dude at bloom in on a bloomberg terminal uh with a bunch of tvs in the background and then the the the the other person says i'm interested i love this i sent this to a dude who uh works at a hedge fund this is his entire life and he was like yes this speaks to me yeah i mean if you think about i think uh the venture community spent all of 20 late 2022 and early 2023 praying for the next bubble right like i remember calling friends they wouldn't pick up and they said like hey i'm at church right now i'm praying for the next bubble right so it is a it is absolutely a religion returns um are just kind of a yeah nice i mean there is there is something to the fact like when you when you pray at the altar of Bloomberg and CNBC, you ideally discover alpha that can allow you to uncover the next bubble.

1:16:15And I genuinely do find that like, like a lot of the best, really, really amazing VCs are on Bloomberg regularly, actually understanding what's happening in the public markets. And they're tracking that almost as much as what's happening in the venture portfolio. It's all down downstream. Exactly. And seeing those interactions is really, really important like what what are the what are the fang companies or the hyperscalers doing does have an impact on your venture strategy no every every gp at big venture funds right now is looking their portfolio now that the markets are ripping being like let's let's let's go let's actually capture some of this returns that are print time to print um so uh now the real edge is going buying montana and aspen real estate yep now now things are gonna get installing those amazing uh like air pressure systems so you can uh effectively level yeah that's great uh ryan peterson uh apparently was on a flight and was trying to get starlink working on his delta flight he says my first attempt to get starlink working on this delta flight a failure thus far okay this is amazing marketing because he's clearly sitting in economy yeah and while he's trying to show his company like this is how we're going to run lean we're all running lean yep and if you have a guy running the biggest freight brokerage in the world they're one of the biggest startups uh he's flying economy uh i think everybody should be a flying economy yeah that's awesome yeah but it is you're wearing a suit but uh yeah yeah if you're if you're in a suit you can sit in first class but business class business class yeah um but yeah i mean i mean the the starlink rollout should happen soon ish they're doing deals but it's taking no isn't it something that like boingo go wi-fi or whatever the plane wi-fi service blocking are they blocking it no they have these like multi-year contracts with airlines that the airlines would have to buy like it works you have to pay it out massively yeah it's bad so i think we're all we're just kind of like you were in like the press release cycle for all this where like united will be like we're proudly partnering with starlink in 2029 yeah yeah when we can retrofit all our planes starlink yeah that's good um it's it's amazing maybe i should fly jsx more it's not it's not that much more expensive than just normally not um and just for the starling probably worth it uh let's go to ryan's brother there we go uh david peterson types faster writes i'm told a vigilante is roaming san francisco i actually had them confused yeah i was i was thinking i was thinking that was ryan no no yeah that was ryan this is david yeah yeah uh and so david says i'm told a vigilante is roaming san francisco offering homeless people a thousand dollars cash and a plane ticket to dallas someone I know recently sat beside one of these homeless guys on a flight and he confirmed the story has anyone heard about this is this why SF has gotten so much cleaner also why would any homeless person leave SF and give up the$600 a month cash benefit that no SF politician public figure dares to say anything about interesting I I haven't heard anything about this this is the first I'm reading this but I think we need we need here's here's the solution we need Taylor Lorenz to go undercover as a homeless person in San Francisco see if somebody tries to buy her out And let's see if somebody tries to buy a first-class flight to Dallas.

1:19:30Yeah, yeah. That's the kind of hard-hitting journalism we need from our tech journalists. I mean, there's stories about this, right? Didn't New York do this? Isn't Giuliani famous? There was a South Park episode about how they paid. But it wasn't quite just like go to Dallas. It was like we will pay for your flight to your family. This has been a thing forever of like, hey, let's give homeless people a Greyhound ticket and just send them out in the ether. yeah i think that one of the solutions talked about this is just creating like a permanent burning man style encampment in the desert that's the george hoth's plan the wirehead city you get you get a phone you can chill out um you can do whatever you want but then there's like a two mile walk out so you have to be kind of sober to leave yeah essentially but you can leave at any time yeah you get like ubi essentially yeah somewhat dystopian but i uh i appreciate george is it that much more dystopian than a in the city yeah yeah yeah you're right yeah yeah that's a good point um nicole wiscoff says just use granola ai for the first time to take notes for me totally insane product highly recommend not an investor sadly have you used granola ai i haven't but from what i understand it's basically like a ai agent for secretaries where it's you know really good memory good at taking notes uh kind of knows what's going on in your life kind of proactively sort of uh expecting your your needs things like that so um i'm interested to see how this space plays out there's been a i i think that uh there's more venture-backed uh meeting note-taking apps than i've had meetings this year i've had a lot of meetings so i'm interested to see who yeah yeah I have seen some weird like fallout from some of the AI note taking stuff where it's kind of awkward if you get on a call and someone has their like I was on a call with a bunch of people once and someone sent their their AI note taker and they couldn't make the call.

1:21:21And so then they just read the AI notes afterwards. I never let I never if somebody's joining a call and they try and add their AI note taker you block it. yeah um yeah i did it was granola or one of these other one of their competitors that was uh a portfolio founder of mine like had an important meeting with a big customer he recorded it like it was you know with permission and he sent me a summary afterward and it was like perfectly done you know it's bullet points sections next steps and i was able to get the full benefit of being on the meeting without actually attending 20 seconds yeah yeah it's probably good like you don't want to be like completely zoned out during the meeting but if it's taking notes for something you can't make it that makes sense the the funny thing is like these apps can actually turn what would have been a 20 person meeting into a meeting of two people where even if you don't know exactly what the next steps are with a project two people can just talk it out they come to a conclusion the note-taking app doesn't just write exactly what was talked about it takes like the entire meeting breaks it down into next steps and the reasons why and then lets anybody benefit from that so i think it i think it's actually fantastic i think it's going to save a lot of time i don't know how investable those businesses are really going to be but we'll see i do uh i do know that there's been one like fiasco where some like i think a vc firm had a an ai note taker on the call and then after the founder dropped off the call the firm stayed on the same call was talking talking talking about all sorts of stuff and then the ai note taker sent a transcript of that to the founder to see kind of like what they're talking about behind their back very doubt a doubt a deal got done very very awkward so yeah founders are a sick let's go back there they're they're competitor rough rough rough uh let's go to Trey Stevens, another one of my colleagues at Founders Fund.

1:23:18He says, doing some email deal flow triage during a long plane ride and just opened three consecutive decks for companies building group one to three ISR drones for defense with dual use in industrials. My brothers and sisters in Christ, why are you all starting the same company? Please stop. So the reason that this is not so bad is these founders are going to build for about six months, see how hard it is, and then pivot to crypto. Oh, crypto. Pivoting to andural job applications. The cycle will continue. It's this perpetual cycle of pivot to crypto, pivot to AI, pivot to defense, pivot to the new hot thing.

1:24:01But who knows? I think this, starting a drone company now when there's five or six super talented teams. With contracts. yeah while andrel is also like andrel does a lot of business there even shield ai has a lot of business in ukraine and stuff like yeah it's a it's a lot yeah oh well we should still bet on it uh on polymarket though yeah uh yeah exactly uh micah isagawa says i'm i must start calling them male founders this is a throwback from 2022 i think this is like i think it's a female founder who's responding to this idea of like, if you're a woman founder, people call you a female founder.

1:24:45But if you're a male founder, no one calls you a male founder. They just call you a founder. I mean, people call you a male podcast expert. Yeah, exactly. I'm actually, I'm happy to be called a male founder. But yeah, I mean, where are the men in tech conferences? We have the women in tech conferences, but maybe men in tech conferences are next. There's women angel groups. You get some men's angel groups. Well, there's a founder's fund and then there's a female founders fund, but there's no male founders fund. They did, they did. But there's no male founders fund, like a spinoff. I think that could be really popular.

1:25:18Yeah. But until - And dramatic. And dramatic. There's also a blockchain founders fund and an Italian founders fund. There you go. Which is hilarious. The most racist version of them. Yeah. We only back Italian. I printed the term sheet. liquidity says vcs who pivoted from web 3 to ai to defense tech are now pivoting back to web 3 this is exactly what we were talking about yep yep it is a it is a snake eating its tail the oroboros of mimetic energy and venture uh you just got to move yeah i think you basically get one you get one pivot like that before and a lot of and and uh seriously it's founders and vcs i i can name multiple funds of course um the the typical cycle i feel like of a crypto fund is we're just focused on crypto this is our edge is our focus and then as the the bear market like really gets into full effect they start branching out and they're like oh we're gonna do the sas company because like they could have some use some leverage in blockchain at a certain point we'll just slap a token warrant on it call it a day it's a crypto deal and then they're like oh yeah like we're gonna do this like sell service company because like they can slap a token on it at some point um and then it comes roaring it comes roaring back around and then they're back to being fully uh just literally on monday uh one of my portcos got hit up by a strictly crypto fund uh it was a defense tech company trying to make the case in this uh so anyways uh i just think this is the argument i i think that you're it's okay as a vc to position yourself as an expert in a certain sector but branding your venture fund as a specific industry is is almost like committing seppuku yep because they're just simple almost always is not an quite enough opportunities unless you're keeping your fund size small like i know um there's a a friend of mine nick milanovich has a has a 10 million dollar fintech fund yeah it's going to perform super well he's the guy you go to if you want to raise a pre-seed in fintech it's it's he's going to do well, it's when you have a hundred million dollar fund and you're saying we're the XYZ fund, then you get in a bad spot.

1:27:32Yeah. It's just so much better to just be a generalist and just, uh, just move around. Yeah. It's just money. Well, thanks liquidity. Good post. Oh, this is a great one. So, uh, we got tagged by Eric Jorgensen, good friend of the pod. He says, I need the tech bros pod take and it's a vittorio tweet that says the fastest way to make fuck you money is to learn to say fuck you without any money i think that's right i felt i felt like i had fuck you money when i was making like four grand a month for my first company absolutely because that was enough to pay for my rent i had a car with 200 000 miles and i could go to trader joe's without fearing that my card was going to decline yep and that was like the ultimate luxury for me i could do i could live do whatever i wanted at that point yeah there's that there's that meme of like there's levels to this shit you know yeah you get the sports car and then you find out somebody has the hyper car you get the yeah you get the netjet subscription you find out somebody has a gulf stream but uh if you don't let any of that if you just completely ignore the the hedonic treadmill there's nothing stopping you from yeah acting like you have the fuck you mentality is simply not depending on anyone else for your survival yeah yeah everybody depends on somebody for survival yeah but uh well that's the difference between being wealthy and rich yeah like um being wealthy is being independent and not having a boss essentially and being able to say no it's great no let's go to mark andreason um he's been on the pod before uh the primary mission of technology and economy policy should be to put everything on the tv price curve and it's a picture of the price changes from January 2000 to December of 2023.

1:29:12So 24 years, 23 years of progress and hospital services are through the roof, college tuition through the roof, medical services are through the roof. But of course, cell phones, toys, computer software and TVs are all down 90%. And now, you know, I paid one Bitcoin for a TV that wasn't even, it wasn't even, it was 1080p, it wasn't even 4k and i wound up just giving it away a couple years later uh brutal but then i bought a new one and it was a 90 000 tv yeah i know and it was uh uh and and and now you can go and buy like a fantastic like 85 inch 4k like everything tv for like you know how that's great the classic black friday video black friday is like much less of a thing now because everything's online yeah um but the classic sort of scenario in a best buy on black friday seeing people fighting like getting into real altercations was always over the tvs and the tvs are like the tvs are like the rotisserie chicken of a black friday sale right they're like this is our loss leader gonna get them in the door get them a new tv and then we'll sell them a bunch of other stuff to get some more margin on but i always thought that was funny because a tv is already the cheapest thing that you can get yeah like almost year round like they're they've been so cheap and they just get cheaper and it's no longer that like statement it used to be a status symbol because like everybody has them yeah right yeah um let's go to dr ben braddock he says there are people laying in a hospital bed begging god for the opportunities that you have right now what an inspiring post simple post inspiring um not even just the opportunities but the feeling you have right now yeah just if you remember the last time you were sick yeah it's miserable to just have like a powerlessness uh and um but if you there's no better feeling than having fantastic opportunities and I think those opportunities are available to everybody in this country.

1:31:04You simply need to listen to Founders podcast by David Senra and start to understand that opportunities are everywhere. Exactly. Let's go to the civilization enjoyer, Lucas. They say, dance like nobody's watching. Post on Twitter or acts like it will be printed out and read by men in suits. If it's a banger, it'll be read by men in suits. So, yeah, we got to deep dive this. uh this guy's account find some of the the banger gems i'm sure there's no he's an emerging he's an emerging poster oh yeah uh you know next generation next gen so we're investing preceding like covering yeah covering this guy's tweets is like invest you know covering if if we were around for daniel's rise sure be comparable to that yeah that makes sense when daniel at sub a thousand followers is like some real alpha there so um first of many uh if he keeps on this trajectory and uh shout out to the civilization enjoy or lucas i enjoy civilization as well so shouts out great great invention uh signal who's been on the show before says my portfolio relies on trump and elon never having a falling out how can i hedge against this uh i mean a lot of people are predicting this i i'm i'm i i certainly hope it doesn't happen but uh i mean it'd be interesting to figure out if there's a way to create a market for this on polymarket yeah i wonder how you would actually express that's a really yeah because like the falling out could be just happened behind the scenes it could be oh he's like you know less involved in the doge in year three or something so this is a unique thing where it will in my view i think it will be beneficial for trump and elon to be cordial and have a working relationship indefinitely yeah in the same way that you're not gonna burn trump having a direct line to putin is not necessarily bad like it was always positioned as oh trump's has Trump's friends with Putin.

1:32:56It's like, keep your enemies close. So I think that, I think both Trump and Elon have a lot riding on each other, right? Elon has one of the most influential media businesses in the history of the world. Trump runs, is about to run the country. And Elon's businesses are pretty dependent on government contracts. So hope they continue to bro down forever. I'm not sure how you'd hedge against it. And they're also technology brothers, right? Trump created the hottest, best performing social media app for the last five years. Elon bought the best performing, most social media app. And so they have that mutual respect from both being social app founders.

1:33:42Let's go to Jeremy Giffon. He says, everything good you want in life is on the other side of a single phone call that you're absolutely terrified to make. You know exactly who it is and you know exactly what you need to say, but instead you let it haunt you for years you know I saw this tweet first thing that popped in my head was that call that I needed to make with to my Porsche dealer and a lot of guys play this game with Porsche where they say hey if you want to buy a gd3 or gd3 RS or a touring or an ST you know you got to buy the EV Macan you got to buy a Taycan you got to buy two Taycans you got to buy another another a Cayenne that you don't want and those are obviously cars that the buyer doesn't actually want so they end up buying them owning them selling them back to the dealership at a loss and you end up racking up like six figures of losses to buy the car that you actually want yep so a lot of guys are afraid to just spend the 100k over sticker to go buy the car immediately but I'm just going to put it out there like a lot of people are afraid to make that call and I don't I don't think that you should be you're going to spend that money one way or another just do it even if you're buying on the secondary market, I'm bringing trailer or whatever, just do it.

1:34:50So everybody's going to apply different meaning to that, but that was the idea that popped in my head first. And as they say, you know, you can sleep in a GT3 RS, but you can't race a house. Can't race a house. So better to be car rich than house rich. Let's go to Tyler Cosgrove. He says, you guys can do your tour at UMichigan Stadium. It comfortably seats 110K. So long as we get a couple thousand more folding chairs, it should work fine. this is our new campus our new campus rep we love tyler congratulations or yeah uh yeah i could call with him i really like this guy young hungry studying physics yeah really really thoughtful i'm kind of worried to i'm bullish gas him up too much i know i know he's going to get poached other uh people are going to try to poach him but uh that's a free market it is it is uh thank you for representing technology brothers yeah and thanks for thanks for flagging this uh we'll do that tour soon let's go to the world we're going to do the technology brothers world tour it's only going to be in the United States.

1:35:45Yes, exactly. All the most important destinations in the world. Yep. Las Vegas, Miami, New York, LA, San Francisco, Chicago, Austin, Michigan. Exactly. Druva says nothing is more expensive than cheap goods. The price of cheap goods from China are factories never built in the United States. Industrial technology is never discovered. Younger generations that look down on factories, deep process knowledge that dies out and dependence on an adversary interesting yeah it's true well said I think this is CEO of a company called deterrence sure I was part of getting off the ground deterrence is doing high-volume energetics manufacturing so manufacturing like the super boring components that go into different types of munitions and what's supply chain right yeah supply change is the biggest saying like basically a lot of the u.s military's like arsenal is uh dependent on overseas sources yep and that puts us a position of like potentially like a catastrophic supply chain crunch depending on how the world shapes out over the next 10 to 20 years so the real um yeah and then and then looking at these sort of externalities of of offshoring our manufacturing throughout the last century, the job loss, the cratering of certain towns and communities in America, which is all the stuff that JD Vance has talked about over and over, there's a real cost to getting stuff cheap.

1:37:18Yep. Let's go to the next one. But first, we have a promoted post from Mont Blanc. We want to put them on the show, and we're excited to bring them to our audience. Mont Blanc writes, It's a nature-inspired color palette refreshes Montblanc's timeless leather goods in the Mason's spring-summer 2024 leather collections, filled with pieces that combine aesthetics and functionality. You might know Montblanc for their fantastic pens, but we encourage you to go to montblanc.com and check out some of their fine leather goods. So we're excited to welcome them to the Technology Brothers podcast and look forward to partnering with them more in the future.

1:37:57Let's do Montblanc. Thank you, Montblanc. Let's stay on the topic of luxury goods. The luxury watch guy says, Sotheby's just sent four world records at its Geneva watch sales. The highlights, in total, the two auctions combined for an impressive$22.9 billion in sales. Patek Philippe, reference number 1563, sold for$3.8 million, and reference 2499 for$2.6 million. I love how that's probably more revenue in a week than the entire last 10 YC batches will generate in this calendar year, 2024. Yeah. Young collectors under 50 drove 60 % of sales. Future is bright. Yeah, I just love to see that younger people are getting in the mix, supporting fantastic institutions like Sotheby's.

1:38:50And it's great to see the watch market coming back. It's been a rough couple of years. It's no probably accident that it correlated with an increase in the price of Bitcoin. Most of the watches that our audience wants cost about one Bitcoin. So anyways, easy, easy trade there. Let's go to Emily Troy at Coinbase. She says slowly and then all at once. And it's a screenshot from the Wall Street Journal saying Gary Gensler's ambitious SEC agenda could be near its end. Emily's, from my understanding, been a fantastic leader at Coinbase through tons of ups and downs and regulatory uncertainty and scrutiny and all this stuff.

1:39:33I just don't think it can be stressed enough that like every company, whether public or private, goes through periods of euphoria and periods of darkness. but nothing is more intense than within the crypto world. And like as much as crypto, you know, founders and web three people that are pivoting into web three as it gets hot, as much as those people get made fun of, um, it can't be stressed enough. How, uh, how much the people, companies like Coinbase go through on a year to year basis and how much they just have to like put the blinders on. And these people are working at a company where they're like embarrassed to say what they do at Thanksgiving.

1:40:12right and now they're going to go into thanksgiving it's going to be a jolly jolly holiday season so shout out to uh emily and coinbase for um pushing through it fantastic let's stay on the stock's up like literally i added like 30 billion in market cap it's amazing i love brian a great team uh let's go to martin screlly he says the future of finance and it's a usd usdc transfer of 100 usdc it's happening on ethereum and it's happening on ethereum and i actually don't really understand what's going on so he's sending a hundred dollars okay it's costing him ten dollars it's a 10 payment processing fee oh my god yeah so anyways uh one of the reasons why solana's just absolutely cleaned up yeah uh and like a lot of the developer activities moved over to solana is yep it's just you know blockchains were invented to be able to process like really high volumes of transactions globally instantly sure and the fact that if you want to send 100 It's like a 10 % payment processing fee.

1:41:09And it's not even going to the Collison Brothers. It's going to Vitalik. What's his name? Not directly, obviously. The Ethereum shareholders. Let's do another promoted post, this time from Steinway & Sons, who you've heard from before on the podcast. Steinway writes, during World War II, Steinway victory verticals were shipped to every theater of war. And it's this amazing picture of these upright pianos that the Steinway company was building, just lining this factory during World War II. And it really speaks to the heritage of this company and why we're so proud to support them and we love them so much.

1:41:47But it's great to see, I mean, this was posted on Veterans Day. It's great to see a company that, you know, they're not, their CEO isn't like shit posting on Twitter all day, but they still get it. They're still pro-America. They're still, you know, pro - Yeah, the classic images you see around World War II industry is these massive hangars and facilities spinning out planes and tanks and guns and cars. But it's important that we understand that when America rallied around World War II, it wasn't just aerospace and defense and automotive manufacturers. It was some of the greatest companies in the history of America, Steinway being one of them that rallied around the cause.

1:42:26So thank you to Steinway. And if you think about, you know, you're in the theater of war in World War II. Like, they didn't have iPhones at the time. Like literally having a friend who could play piano and entertain you was probably what got you through. So we love Steinway here. Please visit Steinway.com to learn more. Let's go to Shiel Monat. He says, Don Jr. is a VC. 1789 Capital invests in the Republican slash parallel economy, deglobalization, anti-ESG, and cutting edge technologists that disrupt industries weighed down by excessive bureaucracy. And so Don Jr. is joining a venture capital firm.

1:43:02Interesting. what do you think uh deglobalization anti so so it's funny that these are all framed they're all like negative yeah but like they really could just be like you flip this around and it's just like uh american manufacturing like energy independence yeah mission driven companies right like yeah you know uh founders that move fast and ignore bureaucracy like well that's always founder mode it's really just a reframing of the same pitch we've heard from plenty of vcs yeah that's that's always been the one of the critiques of trump broadly is the negative view on things american carnage as opposed to optimism obviously yeah yeah there's a little bit of america i mean even make america great again it's like are we not great right now what's going on yeah yeah but that but anyways these trends i think they're generally you know sounds like they're going to be pretty generalist fun but not not bad themes uh overall at a high level fantastic uh let's go to nikita beer he calls the top uh on uh 11 11 20 uh 2024 at 6 54 p.m and i think he was wrong i think he was calling like the bitcoin top more or less at like 84 or something like that i'm not exactly sure what so here's the funny thing usually the top correlates with coinbase going number one in the app store sure coinbase as of this morning was number one okay okay so that's what he's saying no i know i think that that this this post uh pre pre-dated yeah um that number one but um uh by a couple days but but yeah i just think it's funny if i think what nikita should do is tweet top once a day yeah for delete all the ones that are wrong yeah and just go back and delete them and be like i called it and he can say he called the top and then he can sell but we would have the evidence here that he did that because we'd be printing them out we're the only people in the world that are printing out tweets you're in the truth zone Nikita.

1:44:50Good luck. Can't pull that on us. Anyways, I think right after this, he tweeted, we're back. Yeah, I know. He's optimistic. We have one more promoted post today, this time from Gulfstream Aerospace. Gulfstream is proud to announce that Starlink has arrived. Gulfstream has officially received FAA supplemental type certification to install the high-speed internet service on the G650ER. STCs are also going in progress for the G800, G700, G600, G500, G400, GIV, GIVX, GV, and GVSP. And you can learn more at glf.aero slash Starlink. So shout out to Gulfstream, big fan of the pool pod. Two of our favorite companies.

1:45:34Exactly, yeah. We love SpaceX and we love Gulfstream here. So happy to support them. I mean, this tweet did very well. They got 1.7K likes, 100K views. Hopefully we'll get them some more attention because we love Gulfstream here and encourage all of our employees. Go buy Gulfstream. To go buy Gulfstreams. Takes a little bit of time, but it's worth it. It is. Let's go to Rune. Rune writes, when you're good at something, it doesn't feel special or high agency or brave. You're like, what else would I be doing? It's a good post. Podcasting. Podcasting, yeah. No, no, it makes sense. It's the Ikigai thing.

1:46:06It's like figuring out what your life's work is, what you're meant to be doing. This is important. I like this. Yeah. A big thing that ends up happening is people have like all these incredible insights and learnings that they don't end up sharing with the world because they just seem so innately obvious to them that they're like, why would I ever talk about that idea or thought? Yep, exactly. Because it's just so obvious. And then turns out like thousands, tens of thousands of other people would like be like mind blown. I can't believe you're doing that. It was like Mark talking about all this stuff.

1:46:36Totally. The Rockbridge event, right? Where the politicians' minds were like blown. yeah to him it's it's it's second nature yeah yeah so find the thing that's second nature to you avoid talk about it avoid memetics and and just do become the best in the world at it exactly like rune is rune's the best in the world at posting and language models yep like undoubtedly right yeah there's a lot of alpha sitting in that yeah well well we we got to wrap up because uh i i think uh jordy has to hop on with manila but uh we will see you later subscribe thank you Goodbye.