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Their core thesis, anyway. Interrupting our timeline. Palmer Lucky has hit the timeline and says it says something about society, that the most controversial thing I have said in recent history is that I wish I would have married my wife sooner. Not that whales might have had better oral history than humans. Not that America should start. Should restart nuclear testing. Marrying young. So obviously his comments on TVPN earlier this week became somewhat of a current thing on the timeline. And of course people were, you know, taking, taking, you know, one part of his statement completely out of context and sort of ignoring the fullness of his point. But, but it's certainly, certainly been interesting to see the response. It's been very split. Yeah, it was a true wedge issue both inside and outside of the core tech community. I saw people who literally write for similar outlets on opposite sides of the issue, but I don't think of them as left or right or pro tech or anti tech. There were pro tech people who liked the take and hated the take, and there were anti tech people that liked the take and hated the take. It was all over the place. It was very, very hard to map. It was fun watching the convers and get started. And it surprised me. It started with him calling me a turbo normie. Hilarious. I was just laughing about it. I know we were laughing about that. And then he took it even further. But yeah, I mean, it was framed in like, let's see how far we can push this envelope way, but you can clearly understand what the core message is. He even said, easy for me to say. I met my wife when we were teenagers. Yes, yes, yes. Now. And the broader conversation of how having children in your 30s at any point is exhausting now, basically, the younger you are, potentially in some ways it will be easier. Yeah, yeah. I was trying to think back to like, okay, would. Let's say that I, I actually did have kids at, you know, 20 or something like that. So I know some people that had kids at 20, like guys that I grew up with in high school, and they're, they're like, you know, becoming a dad experience is like framed kind of like, oh, it was like an accident or like a, you know, surprise. And they all turned out like fine. Like it all, it didn't, it didn't distract at all. It's just like, kind of just turned into like a funny bit of lore about them. And it's like, oh, yeah, they have like a kid that's like much older than like the rest of their cohort. So they are in some ways, like, you know, like they don't have a huge support group because all of their other friends had kids later. But in terms of, like, the mechanics of, like, what their life is, like, it's not that much different. And I feel like no matter what, when you analyze kids, just the fact that you love them is so it's such a wrench in the system of, like, let's analyze this rationally. Because you wind up just saying, well, like, yeah, they're exhausting. They're exhausting at 35. They'd probably be extremely exhausting at 20. Yeah. You'd have more energy, but you have less experience. And also you love them. And so it's amazing. And it would be amazing then. It'd be amazing now. Yeah. My take has always been the time always comes from somewhere. Yeah. So if you have kids in your early 20s, then by the time get. Ready to not club. Yeah, that's true. But it's gonna take up a lot of your time. Maybe it'll be massively distracting from your career. Right. I think about this all the time. Early after my son was born, it was like, okay, there's now. I ended up just completely sacrificing my social life. Right. There was work time, and there was family time, and there was, like, very little in between. Sometime there, there was work time. That was a little bit social. But what is the social life for most people? For most, it's. It's their work. No, no, no, no, no. It's like a mating ritual. That's true. Like, a lot of the reason why. People are going out, people are. Have a social life is because they're trying to meet someone. Peacock. They're trying to meet that person. And so we've just kind of extended our lives, which is incredible, and then injected an extra 10 years of like, let's find the person and delay the process. Yeah. And in my view, if somebody that has kids in their early 20s, well, by the time they're 28, and actually have hopefully, like a skill set, their kids are in school, and maybe their kids are a little bit older and they're able to potentially, they're not hitting 30, and then having to go through this crazy experience of having kids, and then it's still going to be a distraction from their career. But even then, they maybe have more responsibility, higher opportunity costs. You know, it's all these different factors. So I think also people were very triggered by the. The. The fact that he specifically said, like, you know, he could. If he had said, like, 19, it would have been different than 16, because 16 is like underage. Right. I think that people were probably latching on to that. That it's like very young. Or do you think it was mostly. Just like, like, he said it in a provocative way. Yes, but I actually don't know about the history of like, you know, like when humans had kids. Like, I feel like there was a time in like the castle ages, like the medieval ages, when like people were having kids at 16. Like, that's true. Right? He wasn't like, factually incorrect about that. Yeah, I'm sure. I mean, you should look. You should look back through the Coogan family tax, you know. Oh, yeah. Go back a few hundred years and open it up. And I actually did go back and on my Swedish side, There's this like 400 year chain where the family just kept using the same naming convention. So they would say like Olofson, son of Olaf, and then it would be like Jacobson, Olofson, Jacob Olafson, Olaf Jacobson, Jacob Oblofsson, Olaf Jacobson, Jacob Olafson. It would just go back and forth. Cause they just kept naming themselves. No, my dad was the fourth in a row of the exact same name. Exact same name. And I would have been the fifth. And my mom was like, nah. Well. If you have another son who you give the same name as the dad, you can use the nickname Trip for. Oh, no, no, it would be Skip. Cause you speak to generation. Is that the origin of Skip? Yes, that's where Skip.

Of dollars of investment to actually drive that in the market. So. I don't know. Bunch of bull cases. Tyler, what do you think? Okay, so I, I calculated how many, how big of a hearth I would need to. Oh, yes. Tune. Yes. So, okay, so if I'm using GPT OSS 120 billion parameters, and then I. Have what do you need? Like 8, 8h1 hundreds. You can probably get a decent fine tune within like an hour. So that's going to be something around like 8, 8. 8.5 kilowatts, kilowatt hours. And then if you're looking at dry wooden logs, about two kilograms each, you probably need something like four to five logs for that energy. Wait, five logs? That's all you need to do this fine tune? Just one hour? Yeah. I was actually surprised. That insane. I was expecting you to say I'm going to need massive them one hour. I mean, it's not that crazy. That's crazy. But you could really fine tune GPT OSS in one hour. And the model's pretty small. Okay, how would you. Would you need like a server rack or could you actually like build a computer? We could house eight H1 hundreds. Is that possible? Or do you need like a proper server rack? Yeah, I mean, eight is pretty big. I don't think you can just fit that in like a normal PC setup. Yeah, but even then it's still not that big. There's a lot. There's definitely the trappings of an, of a banger YouTube video here. You know, like those primitive like videos where I built a thing from scratch. I built a toaster with no modern technology. Have you ever seen those videos or anything? Great. And I would imagine I fine tuned an AI model using logs. It would be a ripper for sure. In other news, Charles Gasparino says scoop, Scoop alert. People in.

They won't go that far. Yeah, yeah. What about just a good old fashioned wood fired data center? Tyler, can we figure out what it would take to have you over there? I want you to have a little. We'll build you a chimney in the ultra dome. And we'll build you a hearth and you can stoke the fire with wood and cedar logs. And then I want you to capture the heat, turn it into steam, turn the flywheel to generate the electricity to run a fine tune of GPT oss work through exactly how that would work. Is that possible? How many logs would you need for a fire? A wood fired data center. A wood fired data center. Which is like. You know how good a worm. It's almost fall here. We're cozy maxing. We're already in brown and green. As far as I'm concerned, the holidays are here and nothing would get me more. It would really bring the Christmas spirit forward to have a wood fired data center. Yeah. Generating tokens the old fashioned way. Exactly. Just hanging out at the hearth, generating some tokens. Can you imagine late nights with the fellas just tossing wood? The hearth just super intelligent. I'm pretty sure that's how a steam engine works. I guess it was coal, not wood. But if you're on the Titanic, you're down in the boiler room and you need to boil water to turn the spring to spin the turbine. You're taking coal and shoveling it into the fire to make heat, to make boil water. And there's no reason why we can't be doing it here. There's no reason we got to go to the chat. Accept all of the environmental regulation. Adam Hoop says wife is going into labor. I'm between Jordi and John for my son's name. If Jordy where John can't decide, I'm letting Sam Altman spin up a model and name him himself. How about data center?

Reach millions of consumers who are using AI to discover new products and brands. Yes. Fascinating set of charts. Shall we pull them up? Dee Dee says why we are not in an AI bubble in four charts. You gotta summarize these and I'll hit the gong for every, for every positive bull signal out there. Break it down for me. Here's why Multiples are nowhere near dot com level. We got room. To grind and we got camera. We got face cracking on the camera. This is a new feature. Shout out to the good news. Capex is growing but funded by cash flow. Give me something else. From the Lafontein largest tech co. Valuations lower than 1999. We're still in business, baby. Concentration in the market isn't necessarily negative. What about the US government is going to bail out everything from Quantum? That's also quite exciting. Brian Halligan over at HubSpot who's coming on the show soon says, in my honest opinion, private markets are in a bubble, are in bubble territory while public markets still seem rational. I think, I think that's a good take. I think a lot of what's holding us back from, from, you know, even more craziness is just the overall state of the economy.

Might be coming up. It's a good name. Might be coming up. You might have to do it. In other news, there was some news or fake news this morning that the Trump administration is in talks to take equity stakes in quantum computing firms. Yeah. Companies including Ionic, Rigetti Computing and D Wave. Quantum are discussing the government becoming a shareholder as part of agreements to get funding earmarked for promising technology companies, according to people familiar with the matter. And this is so important because like the free market just can't solve this. It's not like there's a whole bunch of like multi trillion dollar companies that are. Yeah. Hyperscalers that are heavily invested here, venture capital firms that are happy to fund promising. It's not like Google, like, it's not like last week that people were pretty excited about. It's not like Microsoft's working. No. I think the admin did this specifically to torture Skkrali because this feels very personal. Right. So Skrelly, loudly and proudly, in shorting, you know, Rigetti and Ionic and all these companies because, you know, I think the general sense is that, you know, there's a spectrum from like science experiments to scams. Right. And people tend to kind of sit somewhere there in terms of their opinion on Quantum. Josh Wolf had some choice words earlier. Let me pull it up. He said this is beyond stupid, absolute waste of taxpayer money. Quantum is utterly irrelevant fraudulent bs. So strong words there. But do you know the Riggetti lore? Do you know the Rigetti lore? But before that Shkreli, these companies had been selling off pretty aggressively. And of course, like you get an announcement like this, let's look at Rigetti and see how they've been doing. So. Oh, Raghav, in the chat, this is a very interesting take. My conspiracy is this was a planted story by someone in the admin to help with exit liquidity in expiring call options. I think that's, that's potentially what, there's. Something, something odd going on here because. Because there would just be so much blowback from generally smart people about this that are taxpayers, that are Americans, that are going to say, I don't want to be a shareholder in Rick. Yeah. And so more and more there was pushback and concern about the intel deal, but at least there was broad consensus that we don't want, we want into. Maybe this is a hot take, but like I actually disagree with Josh Wolfe that Quantum is utterly irrelevant fraudulent bs. I don't think it's fraudulent. I mean, I'm kind of, I'm kind of in line with the, with the shkreli. Take that. It's, it's just like it has a very narrow use case for very specific algorithms. That. And we don't really know the business application. It's not like LLMs where we're just going to be stuffing quantum computing all over the place. It's like there might be something that we use it for, but we're not exactly sure. And so it is very much a science project. But I personally don't believe that, that, like, I won't say all of the quantum computers, but I don't believe that they are all fraudulent. Like, I think a lot of them are saying, look, you, the shareholder, are investing in a science project. I'm going to test some things, I'm going to run experiments. It might work, it might not. And you're like, I'm 100% down for that risk. Yes, like, take the risk. That's what I'm signing up for. Everyone's happy. Everyone's happy, even if it goes to zero. And so I don't see it as fraud at all. Google's efforts, which are probably the most advanced in the world. Sundar is not out there like saying, hey, really, Alphabet should be a $10 trillion company because of our quantum efforts. It's a project that they believe has real potential, so they're investing many billions of dollars into it. But it's, but it's still even internally structured as a science project. And so, yeah, Equus Global says leave Quantum to the Googles and the Microsoft's fund with free cash flow. I think that's one good option. But to be clear, like, it's also great if VCs want to take a crack at that and say, hey, there's, there's this really weird idea in Quantum that Google and Microsoft are not gonna even take a swing at because it's so bizarre. Everyone thinks it's a failure or not gonna work such a long shot. And so we are gonna do it outside of the system. The analogy here would be like, you. Got a quantum startup on that raised like a billion dollars. I don't remember their name. Yeah, it does not seem like it's a bear market. Capital is a constraint. No, I can progress there. Yeah. Hopefully this story, it's a sad, sad situation where we have to say, hopefully this story was planted by someone in the admin whose calls were expiring. It happens sometimes. Well, you know who's not planting stories? Graphite dev. Because their review.

Dig into that. Let me tell you about Adeo Adio is the AI native CRM that builds scales and grows your company to the next level. Stick to the CRM. Maybe stay away from the short form video consumption. It would be. This would be the argument from. From near. Basically people are going back and forth with Rune. Where does Rune stand on Sora? Where does Rune stand on slop? And so short form video. Rune deleted his post. He did. He did. So I don't know what it said. He committed seppuku effectively. It's a hari kari on the timeline that we experienced deleting your post is. It is a sign of honor. Yes. It's a technology brother ritual effectively. But we have some traces. We have some fossils that we can dust off. We might have a screenshot. What was the general idea of what he said so we can get into this comment from Nir. He was saying. He was saying there's sort of a moral panic about short form video. I was kind of saying that with him too. And I think there was a big like, this all started with like the Meta Vibes thing where everyone was like, this is brain rot. This is gonna one shot. Everyone get ready to die. This is the worst thing ever. And my like, I was like, yeah, it is kind of sloppy. It is sort of infinite jesty. But like there is like the possibility that this is just not popular. That like it is possible that like the slop trough just doesn't taste good and people just actually want to do something else. Like, like chess. It was so obvious. It was so obvious on day one that, that it, the. The product was kind of cool. Yeah. But it was. It may as well have been. Yeah. A play, a playlist video of like cool AI videos. Yeah. Like people, people refuse to believe that there is at least a probability that in 50 years people are still watching humans create content. Like, I don't know. There is a probability of. That it is possible. I think most, I think many, many people in like traditional media just in not AGI pilled crazy world would be. Like, yeah, the more people, the more people live online. Yes. The cooler it will be to see a dude like wingsuiting. Because it's like, totally. Okay. We're, we're, you know. You know, 99% of people watching this inside on a screen. Yeah. And this dude is flying, you know, 20ft away from a mountain. Yeah. Like, and so, and so is there, is there a possibility that. That the Meta Vibes app becomes so addictive you can't turn it off and it destroys your life. Like, like maybe I've read the Sci Fi. I would put a probability on it. I would say it's a couple percent that that happens. That is bad. But there's also just that people just are like, man, I'm not into it. Right. But people weren't. People weren't even. No one was saying, like, hey, this might just not work. Everyone was like, meta vibes will kill everyone. And that was kind of the mood on the timeline. So Roon was reacting to that, saying that there's a moral panic about short form video. It's not actually that bad. He's going back and forth. Some people were pressing him on, like, don't you think this is bad for kids? He was like, I don't actually know that it's that bad because I watched a couple hours of TV a day as a kid. And is short form? Is watching short form for three hours a day fundamentally different than watching TV for three hours a day? Because everyone will say, oh, the real trade off is like reading James Joyce versus TikTok. And it's like, that was not what was going on in the 90s. Yeah. And what does television do? Right. They're like. They're using hooks, Right? Totally. An episode of a television show starts and it starts off maybe dramatic, and it pulls you in. And then right before an ad, all. Of a sudden, it'll slam to an ad for fall. The world's best generative image, audio and video models all in one place. Develop and fine tune models with serverless GPUs and on demand clusters. Yes. So we don't have a way to quantify brain rot, right?

We read this. Let me tell you about Vanta. Automate compliance, Manage risk proof, trust continuously. Vanta helps you get compliant fast. The unit tree G1 crawl policy has been deployed to hardware. Plenty of room for improvement, but it's a start. Let's pull up this video. This is a humanoid that can turn into. Oh wait, this is a humanoid. Oh, this is crazy. I mean, I feel like I don't want to be too, too negative here, but I feel like the film, the filmmakers are really not stepping up. Like, I feel like the creative tools right now, both with like AI stuff, but also like you could buy one of those or rent it and you could shoot a horror film right now practically. Like you wouldn't be, you wouldn't be like generating the AI. Jason, Carmen, you could make a humanoid robot horror, low budget horror film right. Now or action movie or anything like that. Just feels like a character that you could immediately put into a movie and tell the whole story around. What do you think? Or a character on this show. Yeah, that's true. I think we might have to do it. We might have to do it. I mean there's something beautifully dark about a humanoid that's walking and then it suddenly turns into this crawl policy. Yeah, that is very spooky. Very spooky. Okay, if we get one of these, we also have to get a couple Desert Eagles because if it starts acting up, we have to be able to take it out. Right? Like we have to have, we have to have. You know, it's like if we were going to actually do the hearth, I would also say, hey guys, let's get a fire extinguisher. Right. And so because like what happens if you're training and you. The log rolls out? Yeah, and then the AI becomes sentient and then tries to kill us. Right. That's why we need the fire extinguisher. Well, that's what. No, no, we just need the fire extinguisher because it's good safety policy if you're using a warm hearth to fine tune GPT OSS on a rack of 8h1 hundreds. Because if you're going to be burning a log inside, you should have proper equipment. And I think if we get this humanoid, you gotta be ready to take this thing out. You have to be ready to take this thing out. Jordy, what do you think? How are you taking this thing out if it rises up? If we get one of these, I want to be prepared on day one. I think you strap charges to it. Okay. And it has a vest anytime a vest that. And then we have explosive. We release it at any moment, it explodes. Basically. It has a Kevlar suit over it, explosives on the inside. Oh, so it explodes inwards. Explodes inward, yes. I feel like strapping a suicide vest on. The last thing I would do. I think that might be worse. Charging at you and running away with the. Oh, no, no. One wrong move, we're all going down. We're all going down with it. Oh, this is wild. Anyway, let me tell you about figma. Com. Think bigger, build faster. Figma helps design and development teams build great products together.

Why are you looking at me? Well, they went to the wrong. They went to the wrong camera. The little jump scare. Travis Kelce is teaming up with an activist group to invest in and revive Six Flags. There was another. How much? Oh, I don't know. We have no idea left. Mike Isaac says, genuinely appreciate how pop Crave left out the investor part of activist investor group because all the people in the replies think that there's going to be like a BLM takeover of the roller coaster park. Someone else was saying like, did Travis Kelce get three wishes when. When he was like 11? And he's like, I want to be a football player. I want to date the biggest pop star in the world and I want to take over. It's a $200 million deal. He bought 9% of the theme park operator. And we love to see big name celebrities crossing over to the private equity world. Wow. They have the ticker. Do you know their ticker fun? So good. That's a great ticker fun fact. Turns out, according to ChatGPT, you cannot reserve and barter stock tickers. I think we need to do a PSA about this. We heard some rumor that people were trying to. In the way that you buy a domain, maybe you squat on it. Let's say that you think that, you know, after AI.com, after chat.com, after quantumcomputing.com, there's going to be a wave in time travel. So you go out and buy time travel travel.com and you wait and then somebody comes and buys it from you and you make a nice return on your investment. That's totally cool. In the dot com world, that doesn't work with reserving New York Stock exchange tickers. Like you can't trade them that way. At least according to ChatGPT and Oracle. And so speaking of just funny stock tickers, we do not believe in their. I can see why Travis Kelce was interested in this. Six Flags trades at. At less than 1x revenue. Whoa. So hugely he's seeing potentially deep value here. Are you bullish on first? Do you like theme parks? No. Never. Never been. I used to go to Legoland a lot growing up. I enjoyed Legoland. Yeah. But I kind of grew out of theme parks at a young age and I haven't been to one in. I never had a fear of heights. I never more than a decade. I never was like, I don't like them. But I also was never like, I gotta go a ton. Kids sort of change that because kids really like Them. It's fun to go with the kids, but Six Flags is. It's a different target audience. There's not as much lore around every ride. But are you bullish on theme parks generally? In a world where Bill Peebles is updating us on Sora and it seems like the march of generative AI is unrelenting. Should you go long slop and then also steal on the rollercoaster track? I think I'm somewhat takeless here. I don't. You know, when Cesky was on a couple days ago, his point of view was that as slop increases, people. I mean, these are my words, not his. But, you know, digital life becomes more intense. People will want to touch grass more, they'll want to go on trips, things like that. But in some ways, I feel like the theme park is like real world slop. Right. It feels like. I imagine going to Six Flags for me would. For four hours would feel like I would come away feeling like I was using SORA for four hours. Right? Yes. Like, not exactly. It's not like really counter position. Yeah. It's not exactly the Metropolitan Opera. It feels like the physical, you know. Cause I just. I don't like to pay to be in crowds. It's physical brain rot. Yeah, it's brain rot. Irl. But maybe Travis Kelce wants to turn it around. Turn it around. Tear down the. Tear down roller coasters. Put in. Put in. Maybe he wants to increase the risk. Right. Players go out there, they're going head to head, head. Right. High risk environment, a lot of injuries. Maybe he says, hey, Six Flags injury rate right now, this is. This is the Nathan Fielder strategy. The sort of accident rate is so low on the roller coasters that people don't get the same rush as if they thought that there was maybe like half a percent chance that. That each. That a ride would end in disaster. Right. And so then that would, you know, really bring you into the physical world and really make you feel human to be taking on that level of risk. Right. Yeah. So who knows? Well, good luck to them. The SORA update. We already talked about SORA a little bit, but you can register cameos of specific things, so.

This is shaking my worldview. I love it. No, but this is super fun. The nicotine thing is funny because everyone was getting mad about Palmer for basically in his own way teeing up the argument of are there benefits to nicotine? And this is a topic that has been discussed by Guern back in 2014, 2015. Then we started Lucy. We were talking about it a little bit. Andrew Huberman did a big deep dive on nicotine. Kind of laid out some of the complexities and he actually revisited that. It's in the stack today. Do you have his post pulled up? What did he wind up actually saying? Fully. I'll pull it up here. Pull that up. But the really interesting one is from the Economist, who I regard as a pretty conservative organization. They're not really doing hot takes over there. September 12, 2025 published an article called what nicotine does to your brain. Their conclusion, the drug is hugely addictive, but it does boost mental performance. And so that's the formulation that I think Palmer was like grappling with, which is there's mental performance. It's highly addictive. How do you balance those in a world where you remove the carcinogens and you don't wind up with actually smoking cigarettes? But he was talking about that it's. And appetite suppressant. Exactly. There seems. There's obviously benefits and not being overweight. There's trade offs with everything. Yeah. But anyway, what was Huberman's final. Let's trust the experts on this one. What was the final. Huberman's final experts said with Palmer? Luckey's comments about nicotine on tvpn. Your reminder that yes, nicotine increases focus. Also is very habit forming. Duh. Is not carcinogenic. I know that it's habit forming. I've quit nicotine five or six times. I typically quit it every night before I go to bed. Yeah. And then pick it back up. Is not carcinogenic unless smoked, vape dipped or snuffed. And is an. Is an unusual stimulant because it simultaneously focuses and relax you. Also raises blood pressure. Again, do your own research. Also 21 plus. Don't get in the game unless you're 21 plus. Tyler, why are you looking at me? Well, they went to the wrong camera. The little jump scare. Travis Kelsey is teaming up with an activist group to invest in and revive Six Flags.

Company that brought you Microsoft Excel and. Of course. Yes, of course. And I would trust that brand. And so as you poke Mikko. Yes. And. Okay. How many times do you have to. You really gotta hammer it. Hammer it. Clippy is Clippy. Clippy is back. Let's go. We have been asking for this. Is this breaking news? Is this a scoop for us? This is. This is the first time this has been on air. First the trading card, now Clippy is back. Clippy reborn. Yes. Incredible. Clippy walked so Miko could run. And so we got to pay homage to our roots.