LIVE CLIPS
Episode 10-5-2026
Just omnipresent to reality. It's actually just an incredible sight. I was excited. No, I've had, I've had my experiences in, in on the track is you'll, you'll be in. I, I've gone from, you know, this intense, you know, flow state which is incredible. And then I think about my email for one second and then I spin out, you know, or like I'm off the track. Right. Like it's, it's really binary where you're like in that. Because you know, I haven't, I haven't done like actual racing. Right. And so it's really just been for fun and not at the kind of speeds that they're doing in like an IMSA race like this last weekend. And so it is possible to be like, oh yeah, should get back to that person and then, and then again. But the second you do that, you're going at such high speed. That. And the other, the other thing that is so remarkable to me is just like the level of consistency across that two and a half hours where um, they, they could be trying as hard as they possibly can to go faster and gain like you know, a tenth, a tenth of a second. Right. Um, and then, and then, yeah, it's sim racing too. Did you, you had, did you have a, did you have a post about that or did that tie into. I was looking. Yeah, it was tying, tying into that like sort of act like studying like these different brain regions that made me think like do you think there's, there's been like brain games in the app store that like force you to activate, you know, different brain functions? For a while now, I don't feel like any of them have like caught on fire. Like for me I'm very addicted to sim racing so. And I, and so I sent that, that post to my lovely wife about and she was like, I'm happy for you. You probably should still focus on. The issue for me is it comes out of my sleep time because I've like the kids go to bed and I'm like, okay, I can go racing now and then, and then I'm sleeping less. But, but do you think there's more games to be built that force people to do these types of things? Is it something that you're spending any energy on? Yeah, I think, I think the world is absolutely sleeping on how fast the don't die revolution will happen. I think that once you, once AI makes the first couple of breakthroughs, we have our first anti aging drugs and people feel like there's a hope I think the societal snap from wanting to put all of our efforts into status seeking wealth accumulation to don't die so I think that I do I think it is going to be a snap change in society we'll just revalue we'll change everything we do in value yeah were we talking to that about what is going on awesome yeah do you want to pop on bring him on or does he not what health benefits Joy Joy yeah well so Katara here we go hello there we go hey baby oh I've been away from for 10 days how you doing Vegas? No way hey oh so cute amazing Whoa what a smile happy boy that's our show we can close it out thank you for tuning into TVPN we will see you tomorrow at 11am Pacific leave us 5 stars on Apple podcasts and Spotify sign up for our newsletter this might hopefully it's well true goodbye.
Cool. Britain's. Wait, the Fisker is not a ev. The Karma is. But the or the Karma is not the car. Hybrid. Okay, that makes sense. Yeah. Every time I see. Every time I've been seeing a Fisker Karma, I've assumed it was an EV and I'm like, what do you have, like five miles of range? Yeah, like a 2012. Yeah. EV from, you know, I mean, beautiful designer. The lineage there is. I think the founder had designed some other iconic cars in the past. Anyway, only Russia and Brazil developed economies that, mostly by cheaper models, have imported more than the uk. Fisker Karma might be a buy. You think so? How much is it? 20 grand. 20 grand for a Karma certainly stand out. Turn heads for 20 bucks or 20k? 20. 20 bucks, 20 stacks, 20 racks. The UK, a cradle of the car industry, showcases what could happen in America if Chinese cars were let range over. Began a press release trumpeting Jia Q's early sales success. Is that a press release from them? Are they just dancing on their enemies gravestones? That's crazy. That's crazy. We gotta figure out who actually posted this Range over thing. Winking at its likeness to the Range Rover Evoque, the smaller one. The managing director of a dealership in Leeds, Yorkshire, says the appeal was simple. It looks expensive, it feels expensive, and then you find out how much it costs. For now, Chinese cars are essentially shut out of the large US market by high tariffs and restrictions on Chinese software. President Trump in September repeated his openness to Chinese cars produced in American factories, alarming Detroit. Oh, that's interesting. He wants the jobs, he wants the manufacturing base, the control over the industrialization. But Detroit automakers just don't want more competition, so there's actually some tension there. Interesting. Congress is debating a bill that would permanently ban Chinese cars on US roads. The spectacular growth of Chinese brands in Britain this year has been led by Cherry, China's top vehicle exporter. Through September, its sales more than tripled compared to the previous term customer Open minded. I just don't understand why they don't use a name like Cherry for the actual brand. Yeah, like I imagine that could. That could. Well, it's not spelled how you think it's. It's C H E R. Yeah. Still better than. Than JK for an international market. We got to talk about the Topolino. Okay. The Wall Street Journal is saying that it's the greatest car ever invented. Really? And they'll never go back. Take me through it. But first, but let me tell you about Figma agents. Meet the canvas. Your AI agents can now create and modify your FIGMA files with design system context. They're not quite saying that. My week in a $15,000 microcar joy, guilt and 25 mile per hour road rage Fiat's all electric Topolino isn't fast and doesn't get far. But the Italian company thinks it's just the car some Americans need. What the f is that? A driver of a luxury sedan exclaimed at a busy intersection. Is that a real car? Oh, said countless passersby. So funny. Indeed, The Fiat Topolino, a 15,000 electric microcar that tops out at 25 mph, is a real car that Americans can buy right now. Can you spec it with red velvet on the rope? That would be nice. Spec it with with matte black red velvet so it looks like you're driving a nightclub. I think you got a winner. The Topolino, which went on sale this summer, is a bet by the Italian brand that Americans in two car households may be open to a much smaller and slower ride for their second vehicle. At just over £1,000, it seats two people and is powered by a small electric battery that gets 46 miles of range on a full charge. It is sold in one color, mint green, and comes in two variants. One has doors, a heater and a glass sunroof. Then there's the Dolce Vita, which swaps in ropes for doors and includes a rollable soft top roof. Many onlookers ask if it's even you can take the roof and the doors off this thing. This is so not functional, said Alexa after jetting across a busy street to get a closer look at the Topolino, which translates to little mouse in Italian. But so far, demand has exceeded expectations. Fiat, which initially shipped 300 Topolinos to the US says 30% of its dealers are signed up to sell the pints. Says Third, only 30% of its dealers are signed up to sell the pint sized car. The Stellantis owned company knowns that Topolino. It's got a particular audience, it doesn't step on anything else that we do as a company. There's nothing else like it. I totally agree. I think it is. I think they deserve car of the year. I haven't driven it, I haven't seen it, but I like where it's going. BEYOTT Topolino at $15,000 or the cherry knockoff Chinese Topolino variant for 800 bucks. They are gonna make the price of a phone. Tough call. They're gonna make this. The price of A phone. Yeah, that's a good point. How much do you think that's a good point? I don't know. That's a good point. I mean, I would imagine that a lot of the savings of competing with Range Rover are just the margin, the badge value. I would be surprised if they can make this for under five grand, but at eight grand at half price, they actually might move more units because why spend 15 when you can spend 8? I say move to lease only. You will own nothing and be happy in the Topolino. But imagine pulling up to car week in this rolling deep with 20 of your best friends, you know, in one of those sort of s. You know, snaking across the road. Oh, electric beat. Topolino or Base 2007 BMW 3 Series. Autoblog called it surprisingly good looking. Jordi, I want your take. Is the base model of the new 2027 BMW 3 Series surprisingly good looking to you? Jordy, take a look at that and tell me what you think. So I don't. I mean, I've never been a BMW guy, but I feel like every time a BMW gets announced, everyone hates it. And then a lot of them, A lot of them, like, end up growing on people. And I don't think that. I don't think you should judge a new model based on the base version of it because people buying the base version are typically not massive car people or anything. They're just buying, effectively, an appliance. So anyways, people obviously hate it and they're bringing up a bunch of. A bunch of cars throughout history like the E36 and saying, like, we have to return to these older editions. But I don't know, I just. I think it's fine. Like, it's just not that big. I think it's not that big of a deal. I think the. The interesting thing is that it just feels like they've been dancing around with different design, different design motifs, especially on the front grille for the last 10 years, and they haven't really found their footing. This feels like a response to the last round of backlash around the sort of front kidney grill that people didn't like that looked like buck teeth. And they got a bunch of pushback about that and they said, fine, we'll change that. And now people don't like this, but people have been warming up on the older styling. And so you're in this weird. Constantly dealing with feedback, but the build cycle is five, six years or something, so you're refreshing. Pull up this image of the three series evolution. Okay? Because everyone wants to go back to these super boxy versions, which again, I think are cool. But part of it is that you've seen them in, I don't know, you're a movie guy, you've probably seen these cars in 50 movies, right. And portrayed in a cool way. And that helps a lot in terms of how you think about the vehicle. Now pull up the Shrek spec of the new BMW 3 Series and let's take a look at that and see if this does anything for you. Jordy. The Shrek edition. Whoa. It looks actually like people will look at you with a straight face and say, this is ugly. They'll look at you and say, BMW didn't push the frontier with this new model. Right? Yeah. And they're willing to just lie straight to your face. So anyways, I don't think, I don't think it's that big of a deal. I'm excited to see how it eventually looks in its GT3 form factor. I think the current GT3 Evo is like an amazing looking car for what it is. And I think by the time that this sort of like these new elements, like the new grill and the lights and everything get sort of built in into different form factors, I think people will come around to it. Cool. Hold me to it. Anything else on Cars today? Any other car news? We got another, we got another FSD video out of Jason Oppenheim who sold a Bentley, bought a Tesla Model Y and is blown away by fsd. It is an inflection point for sure. People are excited about it. Sean Frank, who's coming on the show in just a minute, was singing the praise of the Tesla just what, a month or two ago we were like, I don't know about that. And lo and behold, here we are. Well, we also have Brian Johnson coming on to talk about health and endurance racing in about an hour. Let's see. Would you buy this? BMW 3 Series, Dakar Edition. Look at this. I think. Is this just you and ChatGPT right now? No, this is official. Officially. See, this thing looks insane. It does. Love it. It does, yeah. This would be good. Give me 10 of them right now. Tires on there going across the country in that. Yeah. The last story we got to get to is Apple plans to introduce new privacy controls for Mac users, warning of the risks growing around granting broad data access to third party software, including AI agents. So your imessage data is not, I don't think it's encrypted when it's on your hard drive. So you can potentially like give an agent access, like, yeah, just be able to edit my files. And then it can also read your messages and maybe you don't want it to, and maybe you want that to be a specific permission. And so Apple is sort of grappling with what permissions it gives when at the same time Ben Thompson seems like he's on the verge of going Linux on the desktop because he's been very frustrated because he runs a headless Mac Mini that he remotes into when he needs to see the screen. But most of the time he's just having an AI agent write pieces of software for him. But those pieces of software need permissions and the permissions are UI pop ups. So you have to jump in and click the button and say, yes, I allow it to read from the network or interact with the screen or interact with the file system. And so he's been very frustrated by this and is sort of questioning whether Apple, they're so clearly set up on the hardware side to take advantage of the hardware boom, the hacker boom. But he went back to Paul Graham talking about the moment maybe 20 years ago where like all the best hackers, software developers were using Macs. Mac became dominant in like the startup ecosystem. And then it just became like every company just provisions Macs and MacBook Pros for basically everyone, regardless of what they're doing. And there's this question, Apple's in this like tense moment of, you know, how much freedom should they give, how much privacy should they give, how much flexibility should they give to the user? How responsible is that? You can, if you take all the guardrails off and you're on Linux, you can, the agent can just do anything. That's a benefit, but it's also a risk. He also shares a fascinating anecdote that his Mac mini got hacked. Like there was some system that was on an open port, came in and installed a crypto miner. But his AI agent actually detected it and sent him a note on Telegram and said like, urgent, you've been hacked, we should do something about this. And the AI agent was like, oh no, no, you don't need, you shouldn't use me right now. I should sit this one out. And he was like, you're dead wrong there. You're fixing this. And it did and it went and reset the Mac like, you know, cleared all the, closed the port that was opened so it couldn't, so the hackers couldn't get back in. And then also cleared out the crypto miner. But it's very funny that it was like this referendum on, like you creating more vulnerabilities, but you're also able to fight them. Because typically that's something like if there was a crypto miner on your computer, you wouldn't find out until you were like, oh, I'm trying to do some stuff. It's slow. Let me go figure it out. Oh, Apple just patched this randomly. Okay. It fixed it, it detected it later downstream, and Instead it's like 15 minutes. Such a wild scheme where you're hacking, I'm sure millions. Oh, yeah. It's just like if they're getting to millions of devices, they would actually have a meaningful amount of compute. Yeah. And it's free. Anyway, interesting one, Mark Gurman reports. Since becoming CEO, he's talking about the Terminator. He's immersed himself in the industrial design and human interface teams. People familiar with the department say he works hands on in the studio several times a week, sometimes visiting multiple times a day. Cook typically visited for about an hour monthly. Turnus is locked in. I'm very happy about this. So much of the, so much of Apple's interfaces have, have just become, you know, completely horrible over the last. It does put the pay cut in a different perspective because he's working more hours while making less, and so he's getting pinched both directions on the hourly rate. He's way below Tim Cook. He was pretty close on the top line, but given that he's maybe working more hours. You think Tim had the time, but he just decided to take. I don't know, what was he doing for the other 158 hours in a month or something that he was working? He was thinking of what gifts to get the president. Yeah, well, New Balance recreated the iconic Jobs keynote image for the 1992 shoe of choice, the 992. Do you think these will be the 992? Do you think these will be popular? I mean, they're really fantastic. Is it too larpy? They're really fantastic shoes. They are. Okay, so you think they'll sell well? Yeah. Even though people will be like, oh, this is the Steve Jobs shoes. If you're in ss, there's just a great pair of shoes. A great pair of shoes is a great pair of shoes. Okay, we'll leave it at that. Let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. And we have Sean Frank, CEO of Ridge in the TVPN Ultradam, coming on down here in person. Good to see you. How you doing? What are you working? Whoa, There we go. 992s. Those are the 992s. Oh, yeah. Made America. Okay, so wait, what, what did New Balance actually do? They just recreated the image. Oh, they just recreated. They've been selling that exact shoe for like 30 years. Okay, okay, so there's. It's not a new limited. It's definitely out of style right now, but it's still a fantastic pair of shoes. Dude, you. But I think that the beautiful thing with the 992 is like, you can, you can just wear the same pair of shoes over and over and over and for like five year periods of your life, you'll be like, wow. I think it's just early. This guy Sean is. This guy Sean is like, you know, he's got taste. One on the style icon. Check it out. Dude, rocking the Palantir tennis merch. Their numbers just came out. I mean, they're privately held. New balance will do $10 billion this year. Oh, so they're, they're, they're mogging the other shoe companies. Nike's going down. Yeah, Nike's in trouble, right? I mean, HOKA just reported numbers. Horrible, horrible, horrible quarter for Hoka and Decker. Interesting. I mean, on getting crushed, but. Getting crushed? Dude, these, you say they're not cool, but a lot of people buying them. Yeah. That's not always synonymous. Cool volume, a lot of people shop it on temu. That's true. That's not a hotbed of high fashion. Yeah. Deckers is an interesting, interesting company. They have Hoka, which just went on this crazy run. Didn't they buy HOKA for like a few million dollars? I think it was under $10 million. Yeah. And now it does like billions a year. It's like a. 4 billion. Yeah. 4 billion a year. Yeah. Crazy business. They have uggs too, which again, kind of all these. When you can. Once you have an iconic silhouette, you actually have some type of durable revenue from it. But there's still this like, crazy up and down. Yeah. And you know, they got into slippers and like that had like a cool moment. Maybe, you know, 2020 or whatever. Slippers, like the Ugg slippers. Oh, yeah, yeah. They crushed with that. Okay. But they used to have a bunch of other brands. It's really just those two now. Like, they, like, they report all the other brands as just like. And it's a big category. Yeah, it's like Teva. You remember Tevas? Yeah. Talk about not being cool. Back in the day. Back in the day, if you had a pair of Tevas on a couple Nature Valley bars and some construction paper, you could do anything. You were ready to take on the world. Yeah, that's good. Who's putting up more FSD miles? You Tesla boys. Tesla fan. Oh, dude, you got. You got a Tesla. I capitulated. You know, he was texting me, like, talking mad. I was like, bro, you have to get a Tesla. It's so easy. I mean, I'm at like, 95 FSD, maybe more. 98. There's some bug in the software where it says I've done zero FSD miles, but I've done hundreds at this point. Interesting. The one real issue with the Tesla is, like, having to charge your car and all these, like, super seedy places. Why don't you turn your car? Because, like, gas, like, you doing how you drive. I went on a road trip Friday. I went to the New Wave pool in Palm Desert, and there was no way they advertised the range. And of course they're like, well, don't charge the battery more than 80% because it's not good. Crank it up, bro. Do it anyway. Yeah, I'm gonna do that. And so the problem is, like, gas stations have all this, like, super prime real estate, and the supercharging stations will be in just, like, these, like, dark, sketchy parking lots off the main road or whatever. So you end up, like, hanging out by your car, just in, like, not the best places. Yeah, but now if someone tries to shoot you, you can drive off. That was a feature they added. What do you mean? Like, if it's a Texacon shot, it just drives. But you definitely don't want to be in the car while it's charging. No. It used to be you couldn't drive when it was charging, but now you can. Oh, you could just zoom off. That's great. That's great. So it just rips out the. Yeah, that's crazy. The only Tesla charger I've seen is, like, at Harris Ranch up the five. And that's a very nice stop because you go in, you get a steak. It's great. Doesn't. Isn't the smell horrific? Not inside the restaurant. It sort of gets you ready for the experience of being on. Back when I was a kid driving by. Driving by Harris Ranch. Yeah. You put on the recirculation beforehand. I would be the prankster in the back. Oh, you would put the child Locks on. I would roll down the windows. Brutal. That's brutal. So you didn't sell your. You didn't sell your data? You turned it down? I turned it down. What'd they offer you? 15? Some like 10, 5? I would maybe take that deal. You would. Hey, all the labs, this guy's got a price. Fifteen million? Yeah, maybe. No, it was like. Yeah, there's a bunch of companies now and like, there was a viral post that there's like four ads back to back, like, all these different firms. I've been seeing the Micro One ads for sure. And then I saw. I've seen a few other people post about them. Are they a sponsor? No. Okay. Because they have an aggressive affiliate program. I don't know if you guys were part of it or not, but if you're willing to make an intro to a brand, they'll give you 50 grand. So, like, as soon as I did that post about. Not 15. 50. 50. Yeah. For an intro to a brand. So I did that post and I'm like, yeah, I'm not gonna sell 50 comments being like. But if you do want to sell, please use my link. Oh, wow. Interesting. Yeah. Okay. But yeah, 480 grand. It wasn't worth it. Okay. Why? Why? It seems like it's, you know, the. I know. Could be a Faustian bargain. We can get into that. But it's free money. It looks like free money for a lot of companies. Yeah. I mean, a lot of. You know, historically, throughout all of human history, people have said there's no such thing as a free lunch. But AI is changing a lot of things. It's possible. Now. This time is different. Yeah. Yeah. Well, look, if you get a bunch of cold emails from people all offering you six figures, there's probably something else going on. I mean, I'm sure you get like, text messages and emails daily for, like, lines of credit too, right? I can show you 50 of them. Yeah. So many. It's so annoying. What. But what. What actually worries you about potentially selling data? Because right now, if I go to any LLM and I ask.
Dude, every model gets better. So I mean demand planning I think is totally solved. Project management, task management totally solved. The data and analysis I think is totally solved. I just did my Q3 reporting and it's three prompts, right? Because all the MCBs are set up. Like I have all the data flowing in. So like my harness of Choice and then three prompts I have my full Q3 report, right? So finance is going to be totally solved and then creative, I mean it's there, right? If you go into any Facebook ad library, I just think we're still paying a lot of humans to make UGC for us, right? And we have great blending that in with other stuff. Yeah. And really the humans are just good at scripting and concepting. Way more being on the cutting edge than a model. But actually comes to visual production, the models are all there. Interesting.
But the macro level is like, aura. I talked to JP Morgan that day that IPO got pulled. There was full teams working on that. There's people on the floor about to get rich. And they pulled it back because it was like, 4x oversubscribed, which is low. I know it's low, but it's still like, they had filled the order book. They did their job, and that's a lot of people that they were coordinating with. It wasn't like, oh, no one showed up. There were lots of people that were like, oh, I'm getting shares today. Yeah. So all that work was on the finish line. They pulled back. I think it's because, like, dude, Nvidia just posted the greatest quarter in human history. It's like, why the fuck would I want to invest in that? Or Reformation or Lululemon, for that matter? So I just think on the business side, the business are more durable than ever. I think they're going fantastic. But if you want to do an exit in the next 12 months, I don't think it's happening. Yeah. What's going on with Live.
I don't think a lot of people are investing in it right now. Does that make it a good time to invest? You know, it's hard to say. Like e commerce enablement, like E commerce like widgets or whatever, right? Like the site builders probably got steamrolled by even large companies who have, you know, like postscripts of the world. I think they're staring in the future being like I don't know what's coming and I don't know what to build. Right. I've made a couple investments in like e commerce tools that like I think are really cool and like AI enabled right now. But I just think, you know, if SaaS is feeling a pinch, E commerce SaaS is for sure feeling a pinch, right? E commerce already isn't cool. And then SaaS is super uncool right now. It's a very ugly time. Yeah. Yeah, that's interesting.
We've seen very little traffic start coming from agentic platforms, but LLM still drive, I mean, an exponential growing part of our traffic. Sure. So, like, and the conversion rate on those is just so, so high. Yeah. You know, a conversion rate from a ChatGPT search is like 25% or whatever. If someone's clicking through, they're actually going to make a purchase. But I do think it's a great time to be one, selling everywhere and then two, as big as possible. Because, you know, I do think Muse will end up, I mean, having 200 million downloads or whatever, like, it's going to be, you know, super used. And I think shopping is gonna be a huge use case. So being a top spender on Meta is incredibly popular. Like, I think it's gonna make you more popular on the Meta. Oh, sure, sure, sure. You kind of get there for free. Yeah. And then Amazon, you're giving them so much data via the ads platform. It's not even just about, like, making sure your landing pages are discoverable to Muse because you've already have a relationship. Totally interesting. And what I've heard from people at Meta is that they're not going to monetize it anytime soon. What they want to do is if they can just get people to make purchase conversions happening inside that app, it's just something they couldn't have done. And all that data they lost over iOS 14, it's just going to make your ads perform that much better. So if you're a big spender, you'll get that data cycle started sooner. Yeah, that makes sense. As.
The thing is, like, you know, people talk about AI, what's happening, and our culture is obsessively work. Yeah. You never stop working because it's a status game. Looking at bank account and followers. But like, I think this is like a new renaissance era of these side quests. Yes. So at 49, can you dunk a basketball? At blink, can you win a professional race or be, you know, top and amateur? So I think it is, it's. It's good for these social versus introduced this. Yes. And create social pressures that if you don't have a dunking side quest, like, what's up, bro? You need a PhD in side quest. What's wrong? I saw one influencer who sung the national anthem. That's a great side quest. That's a great side quest. I was going to actually for the dunking. I was going to do it at a Lakers game. Halftime. Polymarket. We have jets. I've got a bit. I have like 5 more inches I need to lock down before we get so I don't want to mess that one up. Yeah, I'm optimistic. I want to talk about wound recovery.
Were at a conference last weekend in Aspen together and we were catching up and he was telling me about his upcoming race. And we got into the rabbit hole and have you seen the memes where like the person on the phone and the dogs right by, they're like, and we're gonna go to the park and we're gonna play ball. The dog's like, what? Yeah. Saying all my favorite words. Toby was talking about the biomarkers he was capturing and the car and the track. And I was like, what? This is the. Cool. So we went down the rabbit hole and he's like, if you want to come hang out, like, just come hang out in the pit. And I was like, oh, man. In. That's awesome. So I made it a product. Yeah. So like, like you, I. I never understood racing. You know, I never understood the fascination with it, the driving fast cars. Cool. But I didn't understand what the body goes through and what they are. They are unbelievable. They are elite athletes. Like, unreal. So once we actually. I mapped out the biomarkers, like, some things I didn't realize. So he's In a cockpit, 110 degrees. So already hot. His clothing won't allow him to breathe. His heart rate is 142 on average. Peaks at 171. He's sustaining 700 pounds of G force as he makes these turns. His helmet's 70 pounds of G Force as he makes these turns. There's no cooling in the cockpit. His respiration rate is equal to running an eight minute mile. It's like you're panting. This is all stationary, so it's hard to imagine. I understand what it's like to sprint or do it really hard out, but this is you by yourself experiencing almost like a triathlon. Extremely claustrophobic, extremely.
This, everyone loves it. What else is going on? The Brits have turned their back on their day ones. British people are apparently buying Chinese knockoff Land Rovers especially look alike Range Rovers. They love Chinese cars. The JQ7 made by Chinese cherry. I'm learning about a new Chinese automaker every week now. We got mosquitoes in the ultradite. We got mosquitoes. Get the flies. Heads up, heads up. You think you get it? No, I don't want to go for it. Run around. I'll read this while you fight the mosquitoes. It's a nice little side quest. Get the tracking cam on him while he goes and hunts it down with the gong mouth. Let me tell you about Crowdstrike. Your business is AI. Their business is securing it. CrowdStrike secures AI and stops breaches. Speaking of crowdstrike, I mean incredible performance. George Kurtz, Crowdstrike Racing put on a clinic yesterday. Incredible comeback. They had some setbacks early on in the race but made it back to the top spot and won the entire season in LMP2. What a year. Pretty crazy for Crowdstrike Racing. Pretty crazy. Well, let's go over to this. I want a review of the Temu Range Rover. Jordy, you gotta let me know what you think. When Mark Thewlis went looking for a new family car this summer, he was struck by how much cheaper the Jaikoo 7 was than luxury brands with a similar look and feel. The 33 year old from England's south coast calculated the upfront cost of his preferred version of the Chinese SUV at the equivalent of around 50k. Half the price for a visually similar Range Rover model. You think that car's visually simulous, similar? It's pretty. We'll see. Its resemblance to the 56 year old British luxury brand has earned the Jaiku a double edged nickname. The Temu Range Rover. My first reaction was what's the catch? He said a test drive convinced him that buying the Jaiku was a no brainer. No big industrialized economy has embraced Chinese cars more enthusiastically than the United Kingdom where Brits like him are being won over by the combination of a affordable prices with status signaling styling and technology. It does look pretty good inside. Yeah. Calling it a Temu Range Rover doesn't quite work because I would expect that the car is just better in most ways than the rain. You know when you think about like a, you know that the Teemu branding for a product you think like it looks good in the image and then in person it's like falls apart. Yeah, it falls apart. It's a mess. I would expect this car to be actually pretty solid. Yeah. Probably very good. Yeah. They're very good at making products. Yeah. I wonder how undeniable these Chinese brands have rolled out dealerships and service departments, because that seems like the dealer footprint seems hard to spin up quickly. But they must have figured out a solve because I would imagine that potential buyers are worried. Whenever you're dealing with an upstart brand, it can be really tricky if the brand goes under while you own the car because there's just nothing really to work on. A lot of people went through that with the. What was it? Fisker Ocean. The Fisker Fisker Ocean. I think Fisker maybe went through restructuring and a lot of people got stuck with cars that couldn't update software. Yeah. Every once in a while I'll see a Fisker on the road and I'm just like, incredible. Well, not the Ocean. No. The Fisker Karma. Yeah. Which I saw Jay Leno in one recently. And the Fisker Karma, it does look like. I don't know, I would expect it to be like the modern back to the future car. Like, it's like the new DeLorean. It's so, so unique. It's not quite as striking, but it's still very cool. Britain's. Wait. The Fisker is not a evil. The Karma is. But the or the Karma is not. The Karma was hybrid. Okay, that makes sense. Yeah. Every time I see. Every time I've been seeing a Fisker Karma, I've assumed it was an EV and I'm like, what do you have, like, five miles of range? Like a 2012 EV from, you know, I mean, beautiful designer. The lineage there is. I think the founder had designed some other iconic cars in the past. Anyway, Only Russia and Brazil developed economies that mostly buy cheaper models have imported more than the uk. Fisker Karma might be a buy. You think so how much is it? 20 grand. 20 grand for a Karma certainly stand out. Turn heads for 20 bucks or 20k. 20 bucks. 20 stacks, 20 racks. The UK, a cradle of the car industry, showcases what could happen in America if Chinese cars were let in. Range over began a press release trumpeting Jiakou's early sales success. Is that a press release from them? Are they just dancing on their enemies gravestones? That's crazy. That's crazy. We gotta figure out who actually posted this range over thing. Winking at its likeness to the Range Rover Evoque, the smaller one. The managing director of a dealership in Leeds, Yorkshire, said the appeal was simple. It looks expensive. It feels expensive, and then you find out how much it costs. For now, Chinese cars are essentially shut out of the large US Market by high tariffs and restrictions on Chinese software. President Trump in September repeated his openness to Chinese cars produced in American factories, alarming Detroit. Oh, that's interesting. He wants the jobs, he wants the manufacturing base, the control over the industrialization. But Detroit automakers just don't want more competition, so there's actually some tension there. Interesting. Congress is debating a bill that would permanently ban Chinese cars on US Roads. The spectacular growth of Chinese brands in Britain this year has been led by Cherry, China's top vehicle exporter. Through September, its sales more than tripled compared to the previous term. Customer open mindedness. I just don't understand why they don't use a name like Cherry for the actual brand. Yeah, like I imagine that could that. Well, it's not spelled how you think it's. It's C H E R. Yeah. Still better than J. Crew for an international market. We got to talk about the Topolino. Okay. The Wall Street Journal is saying that it's the greatest car ever invented. Really? And they'll never go back. Take me through it. But first, let me tell you about Figma agents. Meet the canvas. Your agents can now create and modify your FIGMA files with design system context. They're not quite saying that. My week in a $15,000 microcar. Joy, guilt and 25 mile per hour road rage. Fiat all electric Topolino isn't fast and doesn't get far. But the Italian company thinks it's just the car some Americans need. What the f is that? A driver of a luxury sedan explained at a busy intersection. Is that a real car? Said countless passersby. So funny. Indeed. The Fiat Topolino 15,000 electric microcar that tops out at 25 mph is a real car that Americans can buy right now. Can you spec it with red velvet on the rope? That would be nice. Spec it with with matte black and red velvet so it looks like you're driving a nightclub. I think you got a winner. The Topolino, which went on sale this summer, is a bet by the Italian brand that Americans in two car households may be open to a much smaller and slower ride for their second vehicle. At just over £1,000, it seats two people and is powered by a small electric battery that gets 46 miles of range on a full charge. It is sold in one color, mid green, and comes in two variants. One has doors, a heater and a glass sunroof Then there's the Dolce Vita, which swaps in ropes for doors and includes a rollable soft top roof. Many onlookers ask if it's even street. You can take the roof and the doors off this thing. This is so not functional. Said Alexa after jetting across a busy street to get a closer look at the Topolino, which translates to little mouse in Italian. But so far, demand has exceeded expectations. Fiat, which initially shipped 300 Topolinos to the US says 30% of its dealers have signed up to sell the pints. Says only 30% of its dealers are signed up to sell the pint sized car. The Stellantis owned company knowns that Topolino. It's got a particular audience. It doesn't step on anything else that we do as a company. There's nothing else like it. I totally agree. I think it is. I think they deserve car of the year. I haven't driven it, I haven't seen it, but okay, I like where it's going. Fiat Topolino at $15,000 or the cherry knockoff Chinese Topolino variant for 800 bucks. I mean, it's a tough price of a phone. Tough call. They're going to make this the price of a phone. Yeah, that's a good point. How much cheaper? That's a good point. I don't know. That's a good point. I mean, I would imagine that a lot of the savings of competing with Range Rover are just the margin, the badge value. I would be surprised if they can make this for under five grand. But at eight grand at half price, they actually might move more units because why spend 15 when you can spend 8? I say move to lease only. You will own nothing and be happy in the Topolino. But imagine pulling up to car week in this rolling deep with 20 of your best friends, you know, in one of those sort of s, you know, snaking across the road. Electric Beatopolino or base 2007 BMW 3 Series. Autoblog called it surprisingly good looking. Jordy, I want your take. Is the base model of the new 2027 BMW 3 Series, surprisingly good looking to you, Jordy, Take a look at that and tell me what you think. So I don't, I mean I've never been a BMW guy, but I feel like every time a BMW gets announced, everyone hates it. And then a lot of them, a lot of them like end up growing on people. And I don't think that, I don't think you should judge like a new a New model based on the base version of it. Right. Because people buying the base version are typically not like massive car people or anything. They're just buying effectively an appliance. So anyways, people obviously hate it and they're bringing up a bunch of cars throughout history like the E36 and saying, like, we have to return to these older editions. But I don't know, I just, I think it's fine. Like, it's just not that big. I think it's not that big of a deal. I think the interesting thing is that it just feels like they've been dancing around with different design, different design motifs, especially on the front grille for the last 10 years and they haven't really found their footing. This feels like a response to the last round of backlash around the sort of front kidney grill that people didn't like. That looked like buck teeth. And they got a bunch of pushback about that and they said, fine, we'll change that. And now people don't like this. But people have been warming up on the older styling. And so you're in this weird, like constantly dealing with feedback, but the build cycle is five, six years or something. So you're refreshing. Pull up this image of the three series evolution, okay. Because everyone wants to go back to these super boxy versions, which again, I think are cool. But part of it is that you've seen them in, I don't know, you're a movie guy. You've probably seen these cars in 50 movies, right? And portrayed in a cool way. And that helps a lot in terms of how you think about the vehicle. Now pull up the Shrek spec of the new BMW 3 Series and let's take a look at that and see if this does anything for you. Jordy. The Shrek edition. Whoa. It looks actually like pretty. People will look at you with a straight face and say, this is ugly. They'll look at you and say, BMW didn't push the frontier with this new model. Right? Yeah. And they're willing to just lie straight to your face. So anyways, I don't think it's that big of a deal. I'm excited to see how it eventually looks in its GT3 form factor. I think the current GT3 Evo is like an amazing looking car for what it is. And I think by the time that it this sort of like these new elements, like the new grill and the lights and everything get sort of built in into different form factors, I think people will come around to it. Cool. Hold me to it. Anything else on cars today. Any other car news? We got another FSD video out of Jason Oppenheim who sold a Bentley, bought a Tesla model Y and is blown away by fsd. It is an inflection point for sure. People are excited about it. Sean Frank who's coming on the show in just a minute was singing the praise of the Tesla just what, a month or two ago we were like, I don't know about that. And lo and behold, here we are. Well, we also have Brian Johnson coming on to talk about health and endurance racing in about an hour. Let's see. Would you buy this? BMW 3 Series, Dakar Edition. Look at this. Is this just you and ChatGPT right now? No, this is official. Officially. See, this thing looks insane. It does. Love it. It does. Yeah. This would be good. Give me 10 of them right now going across the country and that. Yeah, the last story we got to get to is Apple plans.
Battling over market conditions. I'd like it. I'd like it. A lot of people have been talking about this. We didn't want to have to talk about it because it's not the nicest topic, but we'll talk about it. Why is tossing boiling oil down a ladder during a siege always a one time trick? If I were being sieged, I would have 200 guys all boiling three or four cauldrons of oil each. If you come anywhere near the walls, you're getting scalded. Can't melt it. Idiot. Such a good point. Yeah, yeah. Such a good point. Yeah. You should just have like a continuous flow of oil pouring down or a closed loop. Oh, like a waterfall. Instead of a wall you have a waterfall of hot oil that's just constantly there. Yeah, that would have completely reshaped the wall. It would have one shot. One shot. Your defenses would have been impregnable. Fascinating. Anyway.
Order another horse. A twin horse. No, wait. Did you see the. Did you see the. Beverly, they're auctioning off the. That bear sculpture. That's on Rodeo Drive. Whoa. This was on. This is on Facebook. Marketplace. They want $95,000 for it. Do you know what I'm talking about? The GM bear. Is that a bullish indicator? They're like, we have no use for this bear anymore. Maybe. Maybe. I sent it to Buddy. I can pull it up, but we can also move on. Talk about that later. It would be cool to get a large statue of a bull and a bear here in the ultra dome. Fighting, battling over market conditions. I'd like it. I'd like it. A lot of people.
Still, I love it. The other resource people haven't really been talking about at all, maybe they should is construction paper. Celine says you don't really hear about construction paper much anymore. Back in my day, this was always felt like it was top of mind almost constantly top of mind as a child, certainly. So I know construction paper useful for just drawing on. It's thicker. The ink doesn't go through the paper. That's a benefit. But were people actually constructing things with it? I know people would make those, those loops like those daisy chains around holidays, perhaps Christmas. Yeah. It's more of a Christmas ornament than anything else. But I don't know that I. It feels like if you were building like a real diorama, you would get out the cardboard. So maybe cardboard just squeezed construction paper a little bit. And I mean, have you seen those cardboard cutting saws? It's like a saw designed to rip through cardboard because people get a lot of boxes. But that's also had the knock on effects of if you're an ambitious child and you're trying to construct something significant that might last the test of time, you might forego the construction paper in lieu of the cardboard. What do you think? Is cardboard responsible for the downfall of construction paper? That's interesting because there's an eco angle there, John. Right. It's like people getting a lot more e commerce products today. Boxes coming through the house all the time. We're post scarcity on cardboard in most households, especially ones with children, because you're ordering a lot of things online. There's a lot more cardboard around. I know the last few construction projects I did, cardboard was my material of choice. Yeah. So maybe that's what's going on here. Yeah. I'm glad we got to the bottom of it. I'm trying to find the best way to get exposure in the market to construction papers. You want to go long? It's almost a perfect store of value over the last five years. There's Fabrica Italiana, La piece Ed Afini. Okay. It's been completely half a billion dollar company, completely flat for the last five years. So. More on this on the next episode. We got to talk about topic Crawler. Okay.
Are extremely pro AI now because they're like, I'm going to get so much business from this. Yeah, yeah. Is this the Zillennials? FTW shared by Antonio Garcia Martinez in from the the Economist Seeing a monster quote. How serious do you think the risks of AI are of AI causing serious harm? Everyone is basically moving to the right. There are more. They're more worried just in the past two weeks, three weeks just through, from August 28 to September 18, except for millennials age 30 to 44. They saw Jacob Coxson, they saw Dario Hamade, they saw the SNL sketch, they saw, you know, the Ezra Klein interview. And they were like, yeah, I was worried before, but I'm good now. Which is kind of less worried than ever. Less worried than ever, apparently, according to the Economist. No, it's a narrative violation. Yeah, it's a narrative violation. But yeah, everyone else is getting increasingly more worried. And of course, the top of that chart, that is the voter base 45 and up. So if you're seeing even 65 plus move to 40%, very serious. That's, that's gonna move some elections. Jim Prosser says it's a fascinating outlier. My hypothesis, we're the gen most comfortable with this degree of technology change and uncertainty due to coming of age through the Internet and mobile. Yeah, I mean, a lot of millennials are in a very fortunate position with like not getting caught off guard by brain rot and slop and screen time addiction. It's like we sort of got brought up in the craziest era and then have seen the children data and can fight back on that. So I think a lot of people in their 30s and 40s are like, yeah, I'm set up for success. I'm not getting the kid the iPad on day one, that type of thing. So it feels a little bit more like there's a danger, but it's known. It's like we also grew up with cigarettes, but we were like, yeah, we knew the risks of cigarettes, so we were like, yeah, we're going to treat that accordingly. Yep, only when you're drunk. All right, Sean Frank, our first guest of the show today. Let's go through this when he's here. We can go through it live. Okay. No, yeah, yeah, no, no, I'm agree, I'm agreeing with. We're going to go through it right now. You're like, actually.
We can continue. We'll defend ads until our dying day, but continue to find his money. There we go. It didn't hurt. He doesn't. It's fine.
Mongodb don't just build AI, own the data platform that powers it. Let's move over to some news in the timeline. Theo is optimistic about this. Millennial age gamers are about to become more pro AI than the average SF tech bro. Because of all the nostalgia from Halo in Modern Warfare 2. I do think some people will see this and be like, oh, this is cool, I like this. But there are still plenty of gamers who are like, I don't like AI at all for a bunch of reason. And they. And they bring that over there. There was an interesting chart, I think. I think for support for the gaming community to become broadly pro AI, a very well loved franchise has to release a new game that is noticeably better or bigger because of the technology. Yep. And until then, I think people are just going to be like, you know, again, these sort of combinations are cool, but until I don't. Well, one, I don't think they can really get users because of all the IP issues. But yeah, I think you're gonna need to see GTA 7 and it's the entire world. Right. For people to get excited. And I don't know that that's even a path that they'll take. I like that lawyers are extremely pro AI now because they're like, I'm gonna get so much business from this. Yeah. Is there.
Critical infrastructure for the AI era. Unlock seamless real time experiences and new value with Cisco. Okay, who wants to play these AI generated video game mods? Kotaku does not. They posted a article that said, I don't want to play your AI generated mod. That puts Skate 3 inside Modern Warfare 2 inside of Minecraft. They don't want to play them. Tyler, what do you think? Do you want to play these or did I have to force you? I want to play these. You want to play. I'm actually playing it right now. Okay, well, Tyler's playing one of these AI generated mods and it's very interesting because the mods are. Whoa. We got the infinite loop. Infinite loop. Very cool. Anyway, production team's working on it. Anyway, we've seen a lot of these. We talked about them. We pulled up a random one that we actually did an Instagram reel of of. I think it was Minecraft in Elden Ring. I've never been a big Minecraft person, so it wasn't big for me. This is. Tyler's playing Modern Warfare 2 in Minecraft. But what's actually going on here? Tyler, explain. How did you get this installed? What is this? Yeah, so from my understanding, it's basically like there's no. You're not really like, putting one game into another. It's fully like a rust engine. And then you're pulling assets from both games and like, kind of pulling them together somehow. Interesting. So, like, I had to buy Modern Warfare 2 on Steam. Yeah. It's using the actual game assets. And the same thing for Minecraft. Like, it's using the actual assets. It found them online. Interesting. And then I basically had Codex, like, set it up, wired up so I can run it on Mac. Yeah, yeah. But it's like fully featured. Like, I can. I can mine. I can build. You can build using the. Can you get a nuke? I don't know if I can get a Killstreak. That's the question. I gotta figure out if. Killstreak. It's not Modern Warfare 2. It doesn't make any sense. There are actually a whole bunch of different ways people are modding things. And it's interesting because they're all getting sort of lumped together into one bucket. But they are very different. Like the classic. Like the most approved or company approved mod might just be something like, you know, there's a Fortnite skin and you get to. And I don't know if they actually did like a Batman skin or Spider man skin, but those skins come over and it's Just assets that fully live inside of Fortnite. There's no game code from any other game coming over. It's purely just. Okay. The Fortnite game developers looked at what Spider man looks like. They made a Fortnite model out of the Spider man like character. And then you can play as them. And everything is integrated fully. You're not gonna risk changing any game files. It's fully approved by corporate. Now these go a step further and run the gamut of different techniques. Some of them that you have seen, some of these mods actually are just the old ways. Yeah, yeah, I'm playing. Could you try swimming? Yeah, swimming is a little bit broken and that's the nature of the. The vibe coated slops. Oh, it's over for you. Yeah. Are you drowning though? I don't think so. I'm just basically walking as if there was no water. Yeah. The mechanic is because. Yeah, I think your health is being monitored by Modern Warfare 2, whereas Minecraft is just the geometry that you're around. I don't know. But some of them are the old way of modifying, just bringing game assets into the actual game. None of the actual code is running. Others are actually merging two games for that Mario in Elden Ring video that we saw the other day. The mod actually borrows a subsystem called Lib SM 64, which is derived from a Super Mario 64 decompilation. So what they'll do is they'll. We keep politics out of video games. Please. Please. So what they'll do is they'll download the actual binary, like the code that is on the cartridge. They will convert that into just a file that's on a computer. You can run that in an emulator, but then they can actually reverse engineer the underlying code from what has been compiled. So you get basically a bunch of ones and zeros. And there are tools that will look at that and work backwards to understand what the actual game logic is. And so an example is like in the game code you might have health equals 100, but in the compiled code it might just be some memory address like 0 x 1 2, 34 FC. And then you might work backwards in the decompilation step to figure out that that's the health. So a bunch of things happen in the game game's played. As things are changed and updated. That game state is then sucked out into the decompilation file. Interestingly, the NSA is involved. So no, we can't keep politics out of game development because they're actually a lot of these game Modders are actually using software from the national security administration, the NSA. So the NSA has a GitHub with an open source project called. What is it actually called? It's called Ghidra and it's on the National Security Agency's GitHub. It's a software framework for reverse engineering software. And so you point this thing at the game and you wind up getting more of the code and then you can break it up and bring it into other games. Tyler. Okay, I'm going to trick shot this pig if we can trick shot this pig. No, no. Oh, he did it. He did it. Come on, Tyler. Why little. Can we get a. Can we get a content warning? Oh, Minecraft. Anyone at home? Focus Game. But there is something else going on now that I hadn't seen before. I don't know if this was popular in the modding community before, but there is a version you might have seen and we can try and pull it up. ArcWeb. It's Batman, Arkham Knight, pass through Spider man mod. So you play as Spider man in the Batman game. So you're in Arkham. And what's funny about this is that the two games feel very similar, so they mesh very well together. But from an intellectual property perspective, this should never happen because of course, Marvel is DC or it's Marvel and dc. So Marvel is owned by Disney and Batman is owned by Warner Brothers. These two companies are direct competitors, and so they should never really be collabing in this way. But the fascinating thing about this is that it's not just they took the Batman game and created a Spider man character. It's actually running both games and then it's passing data between the games to create this experience of being Spider man in Arkham Knight. So what's happening is like the mod goes into the Batman City, Gotham grabs all the geometry, all the collision data, all the geometry of where that building is. It takes that and in real time, it passes it to the Spider man game, which is actually running a different physics engine. So it has to translate all of that. Also, the two games use different. They use different coordinate conventions, different axes, and different units of length. So it has to translate all of that, create that in Spider man, and then also keep both of them running like the controller input. Because normally it. If you have a controller on a video game, it'll just be on one game at a time. And if something's in the background, you can see there's like bugs already. And this is part of the problem. And then it needs to actually Merge the graphics. And so the games use different graphic systems too. This feels like it would be so much easier if it was two games that were built on the same underlying technologies. But through the power of slop, they're able to sort of merge these two in real time and get them actually running. It seems like near 60fps. And then even when you go into. They don't show the fighting. But I think when you go into the fighting, you switch into like the Batman combat setting instead of the Spider man system. So you're using Arkham's free flow combat. It's very, very odd. But the end result, it looks great and it feels like it's almost ready to serve as a reason to be like, oh, I love that game. I want to play it again, but why don't I give it another spin? Sort of a new game. Plus you get to play as a different character. There's a lot of old games that are getting remastered, rebuilt. Could be an interesting reason to go back into a game that you loved with a different twist this time. And stuff like this happens all the time. I mean, even the latest sequel to Spider man was the same city, but just a different character. And so some different mechanics, some different story elements, but a lot of the same assets. But it was still a reason to jump back in for a lot of players. But all of this is the classic 9090 rule. Have you heard of this? Coined by one of the greatest of all time, Tom Cargill at Bell Labs. He said, when it comes to software engineering, the first 90% of the code accounts for the first 90% of the development time, and the remaining 10% accounts for the other 90% of development time. Because you get 90% of the way there and you're like, great, I only have 10%. And then you spend even more time on that last 10%. No matter how much you estimate it, things always grow in scope. And so when you think about the bug bash, that would be necessary to take that to anything relative to like, you're looking at five years. What? You're looking at five years. You're looking at five years. Yeah. Here's Minecraft in gta. Similar structures. Yeah, the sort of multiplayer first person shooters you could imagine actually that being relatively straightforward to get a working version. That would be fun. It all just depends on how you scope it. Because if you're just talking about you're only changing the textures, like you're using the same model from Call of Duty and you're just changing the textures, you're probably not going to introduce too many bugs. But as you include a different physics mechanic, a different explosion, all of a sudden you're introducing so much risk that you could fall through the map or things could not collide correctly. You got to go rewrite that collision software that triggers something else. And all of these demos, none of them show the actual playing the full game. There's a mod to bring Minecraft into Skyrim called Skycraft, I think. And in the developer's documentation for the open source implementation of this mod, it says, don't start the game normally, do not try and play the opening sequence, it will break. You should start with the alternate starting point that starts you further into the game because it's so broken. And that's just the nature of being in the slop era. The interesting thing is that all these mashups, they feel like tailor made for the short form video era because you watch one of these for 30 seconds, 60 seconds, and you're like, wow, that's amazing. I have dual nostalgia. I love GTA 5, I love Minecraft, put them together, double love. It's amazing. Everybody is getting millions of likes on these videos, but no one has actually played these all the way through. No one is sitting back down and being like, okay, yes, this is actually as good as GTA 5, which a lot of people played for 100 hours or more. Same thing with Minecraft. The base game remains dominant in terms of like actual entertainment value. This is, this is pure meme value. And so it feels like it's another Harry Potter Balenciaga moment. But for video games and the Harry Potter Balenciaga video by Demon Flying Fox that was released March 15, 2023. Wow. Can you believe it's been three and a half years since that? That's a while, right? That's a while, yeah. It makes me think how, how did they make it? At that time, that was AI video. That was the best AI video was. But what they did was it was you would train a dedicated model on every character. So they would train a model on Harry Potter or on Daniel Radcliffe, basically just his face. And then they would use AI generated imagery to generate something that looked like a sort of art station style Balenciaga Runway show in a Harry Potter scenario, like at Hogwarts and midjourney at the time was pretty good at that style. The dark sort of odd backgrounds. Like it was okay if it had some hallucinations in the background because it leaned into that. Because it's a dark fashion show in a castle. You don't really have a strong reference point for that. And then they would run the face swap and then they would animate that image just a little bit. And then there was a ton of editing to actually to make it so that you would never linger on a single frame for more than a second or two and so you'd move on. But what was the conclusion from seeing that? I mean, at the time people were like, we're going to be watching in full AI movies next year. What was your conclusion? Did you have one from the Balenciaga? Yeah, I mean, it's just like these are all like very novel ideas, but at some point, like now I've seen like, I've seen a bunch of different games that have been ported to each other and it's like, okay, there's another. It's like, oh yeah, you put Minecraft and Mario and I kind of get the idea. And it's notable that Flying Fox did many, many sequels and sort of stopped breaking through to the same degree and still has a YouTube channel and I think posts a bunch of stuff. But we didn't get Daniel Radcliffe at a Balenciaga Runway show and we also didn't get a fully AI generated movie within three and a half years. And so it was still a heavily important tech demo though. And I do think there will be a breakout video game mod that sees heavy assistance from AI in the near future. But the key is crafting a really innovative strategy loop. That's what Dota 2 was. It was a spin off of World of Warcraft. I believe it was a mod that came from there, or maybe it was from another game, I forget. But there are plenty. I mean, Counter Strike started as a half life mod. Like there are clearly games that can be birthed from that. And the fact that you have AI tooling to speed that up, you're just moving a lot of people into the indie developer category who can move things faster. They're still going to wind up spending 99.999% of their time in the last 1% if they want to break through. But it's cool that many people will see this and be like, I gotta make a mod, I gotta make something. I've always had this idea for this game and now I can actually go and get started. Although they will obviously need to lock in for a long time to get something actually polished. Anyway, let me tell you about MongoDB. What's the only thing faster than the AI market your business on?
Team deathmatch. We are experts. Triple blades. Let's just roll, right? Market clearing order. Inbo, Come get up. You're surrounded by journalists. Hold your position. Strike1, Strike 2, Activate. Go to retriever mode. Trust. Market clearing order inbound. I see multiple journalists on the horizon. You watch. Today, Monday, October 5th. There are 80 days till Christmas. We are live from the TV panel. Ultradom, the temple of technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com time is money save. Both easy use, corporate cards, bill pay, accounting, and a whole lot more all in one place. We are 80 days till Christmas. Okay, so October is the hardest month in the road to Christmas. Totally. And it's because everyone is going to be. We're so close. But there's a distraction so far. But there's a distraction. And yeah, you're right. Halloween. Halloween. If you go up to someone and you say, hey, there's only 80 days till Christmas, they'll be like, why aren't you counting down the days to Halloween? They'll start looking at you like you're crazy. You're not crazy. They're crazy for thinking that it's not worth counting the days till Christmas in October. There's only 80 days. Get ready. Halloween is a speed bump on the way to Christmas. That's right. That's what I've always said. So keep counting down those days. Ignore the distractions. Or don't, but we will. Yeah. Anyway, let me tell you about Cisco. Critical infrastructure for the AI era. Unlocks seamless real time experiences and new value with Cisco. Okay, who wants to play these AI generated video game mods? Kotaku does not. They posted a article that said, I don't want to play your AI generated mod. That puts Skate 3 inside Modern Warfare 2 inside of Minecraft. They don't want to play them. Tyler, what do you think? Do you want to play these or did I have to force you? I want to play these. You want to play? I'm actually playing it right now. Okay, well, Tyler's playing one of these AI generated mods and it's very interesting because the mods are. Whoa. We got the infinite loop. Infinite loop. Very cool. Anyway, production team's working on it. Anyway, we've seen a lot of these. We talked about them. We pulled up a random one that we actually did an Instagram reel of. I think it was Minecraft in Elden Ring. I've never been a big Minecraft person, so it wasn't big for me. This is. Tyler is playing Modern Warfare 2 in Minecraft. But what's actually going on here? Tyler, explain. How did you get this installed? What is this? Yeah, from my understanding, it's basically like there's no. You're not really like, putting one game into another. It's fully like a rust engine. And then you're pulling assets from both games and kind of pulling them together somehow. Interesting. So, like, I had to buy Modern Warfare 2 on Steam. Yeah. It's using natural game assets and the same thing for Minecraft. Like, it's using the actual assets. It found them online. Interesting. And then I basically had Codex, like, set it up, wired up so I can run it on Mac. But it's like fully featured. Like, I can. Mine. I can build. You can build using the. Can you get a nuke? I don't know if I can get a Kill Streak. That's the question. I got to figure out if Kill Streak. It's not Modern Warfare 2. It doesn't make any sense. There are actually a whole bunch of different. Different ways people are modding things. And it's interesting because they're all getting sort of lumped together into one bucket, but they are very different. Like the classic. Like, the most. Like the. The most approved or like company approved mod might just be something like, you know, there's a Fortnite skin and you get to. And I don't know if they actually did like a Batman skin or Spider man skin, but those skins come over and it's just assets that fully live inside of Fortnite. There's no game code from any other game coming over. It's purely just. Okay. The Fortnite game developers looked at what Spider man looks like. They made a Fortnite model out of the Spider man, like, character. And then you can play as them and everything is integrated fully. You're not going to risk changing any game files. It's fully approved by corporate. Now, these go a step further and run the gamut of different techniques. Some of them that you have seen. Some of these mods actually are just the old ways. Yeah, I play. Could you try swimming? Yeah. Swimming is a little bit broken and that's the nature of the vibe. Coded slops. Oh, it's over for you. Yeah. Are you drowning, though? I don't think so. I'm just basically walking as if there was no water. No. Yeah. The mechanic is because. Yeah. I think your health is being monitored by Modern Warfare 2, whereas Minecraft is just the geometry that you're around. I don't know. But some of them are the Old way of modifying, just bringing game assets into the actual game. None of the actual code is running. Others are actually merging two games for that Mario in Elden Ring video that we saw the other day. The mod actually borrows a subsystem called Lib SM 64, which is derived from a Super Mario 64 decompilation. So what they'll do is they'll. We keep politics out of video games. Please. Please. So what they'll do is they'll, They'll. They'll download the actual binary, like the code that is on the cartridge. They will convert that into just a file that's on a computer. You can run that in an emulator, but then they can actually reverse engineer the underlying code from what has been compiled. So you get basically a bunch of ones and zeros. And there are tools that will look at that and work backwards to understand what the actual game logic is. And so an example is like in the game code you might have like health equals 100, but in the compiled code it might just be like some memory address, like X, like 0, X, 1, 2, 3, 4, FC. And then you might work backwards in the decompilation step to figure out that that's the health. So a bunch of things happen in the game. Game's played. As things are changed and updated, that game state is then sucked out into the decompilation file. Interestingly, the NSA is involved. So no, we can't keep politics out of game development because they're actually. A lot of these game modders are actually using software from the national security administration, the NSA. So the NSA has a GitHub with an open source project called. What is it actually called? It's called Ghidra and it's on the National Security Agency's GitHub. It's a software framework for reverse engineering software. And so you point this thing at the game and you wind up getting more of the code and then you can break it up and bring it into other games. Tyler. Okay, I'm going to trick shot this pig if we can. No, no. Oh, he did it. He did it. Come on, Taylor. Why little. Can we get a. Can we get a content warning for anyone? Minecraft, anyone at home? But there is something else going on now that I hadn't seen before. I don't know if this was popular in the modding community before, but there is a version you might have seen. We can try and pull it up. Arc Web, it's Arkham Knight pass through Spider man mod. So you play as Spider man in the Batman game. And so you're in Arkham. And what's funny about this is that the two games feel very similar, so they mesh very well together. But from an intellectual property perspective, this should never happen because of course, Marvel is dc or it's Marvel and dc. So Marvel is owned by Disney and Batman is owned by Warner Brothers. These two companies are direct competitors, and so they should never really be collabing in this way. But the fascinating thing about this is that it's not just they took the Batman game and created a Spider man character. It's actually running both games and then it's passing data between the games to create this experience of being Spider man in Arkham Knight. So what's happening is like the mod goes into the Batman City, Gotham grabs all the geometry, all the collision data, all the geometry of, like, where that building is. It takes that, and in real time, it passes it to the Spider man game, which is actually running a different physics engine. So it has to translate all of that. Also, the two games use different. They use different coordinate conventions, different axes, and different units of length. So it has to translate all of that, create that in Spider man, and then also keep both of them running like the controller input. Because normally if you have a controller on a video game, it will just be on one game at a time. And if something's in the background, you can see there's bugs already. And this is part of the problem. And then it needs to actually merge the graphics. And so the games use different graphics systems too. This feels like it would be so much easier if it was two games that were built on the same underlying technologies. But through the power of slop, they're able to sort of merge these two in real time and get them actually running. It seems like near 60fps. And then even when you go into. They don't show the fighting, but I think when you go into the fighting, you switch into, like the Batman combat setting instead of the Spider man system. So you're using Arkham's free throw, free flow combat. It's very, very odd. But the end result, it looks great and it feels like it's almost ready to serve as a reason to be like, oh, I love that game. I want to play it again. Why don't I give it another spin? Sort of a new game. Plus you get to play as a different character. There's a lot of old games that are getting remastered, rebuilt. Could be an interesting reason to go back into a game that you loved with a different twist this time. And Stuff like this happens all the time. I mean, even like the latest sequel to Spider man was the same city, but just a different character. And so some different mechanics, some different story elements, but a lot of the same assets. But it was still a reason to jump back in for a lot of players. But all of this is the classic 1990 rule. Have you heard of this? Coined by one of the greatest of all time, Tom Cargill at Bell Labs. He said when it comes to software engineering, the first 90% of the code accounts for the first 90% of the development time and the remaining 10% accounts for the other 90% of development time. Because you get 90% of the way there and you're like, great, I only have 10%. And then you spend even more time on that last 10%. No matter how much you estimate it, things always grow in scope. And so when you think about the bug bash, that would be necessary to take that to anything relative to like, you're looking at five years. What? You're looking at five years. You're looking at five years. Yeah. Here's Minecraft in gta. Similar, the sort of multiplayer first person shooters you could imagine actually that being relatively straightforward to get a working version. That would be fun. It all just depends on how you scope it. Because if you're just talking about you're only changing the textures, like you're using the same model from Call of Duty and you're just changing the textures, you're probably not going to introduce too many bugs. But as you include a different physics mechanic, a different explosion, all of a sudden you're introducing so much risk that you could fall through the map or things could not collide correctly. You got to go rewrite that collision software that triggers something else. And all of these demos, none of them show the actual playing the full game. There's a mod to bring Minecraft into Skyrim. It's called Skycraft, I think. And in the developer's documentation for the open source implementation of this mod, it says, don't start the game normally. Do not try and play the opening sequence, it will break. You should start with the alternate starting point that starts you further into the game because it's so broken. And that's just the nature of being in the slop era. The interesting thing is that all these mashups, they feel like tailor made for the short form video era because you watch one of these for 30 seconds, 60 seconds, and you're like, wow, that's amazing. I have dual nostalgia. I love GTA 5, I love Minecraft put them together. Double love. It's amazing. Everybody is getting millions of likes on these videos, but no one has actually played these all the way through. No one is sitting back down and being like, okay, yes, this is actually as good as GTA 5, which a lot of people played for 100 hours or more. Same thing with Minecraft. The base game remains dominant in terms of like actual entertainment value. This is, this is pure meme value. And so it feels like it's another Harry Potter Balenciaga moment. But for video games and the Harry Potter Balenciaga video by Demon Flying Fox that was released March 15, 2023. Wow. Can you believe it's been three and a half years since that? That's a while, right? That's a while, yeah. It makes me think how, how did they make it at that time? That was AI video. That was the best AI video was. But what they did was it was you would train a dedicated model on every character. So they would train a model on Harry Potter or on Daniel Radcliffe, basically just his face. And then they would use AI generated imagery to generate something that looked like a sort of art station style Balenciaga Runway show in a Harry Potter scenario, like at Hogwarts and Midjourney at the time was pretty good at that style. The dark sort of odd backgrounds, like it was okay if it had some hallucinations in the background because it leaned into that. Because it's a dark fashion show in a castle, you don't really have a strong reference point for that. And then they would run the face swap and then they would animate that image just a little bit. And then there was a ton of editing to actually to make it so that you would never linger on a single frame for more than a second or two. And so you'd move on. But what was the conclusion from seeing that? I mean, at the time people were like, we're going to be watching in full AI movies next year. What was your conclusion? Did you have one from the Balenciaga? Yeah, I mean, it's just like these are all like very novel ideas. But at some point, like now I've seen like, I've seen a bunch of different games that have been ported to each other and it's like, okay, there's another. It's like, oh yeah, you put Minecraft and Mario and I kind of get the idea. And it's notable that Flying Fox did many, many sequels and sort of stopped breaking through to the same degree and still has a YouTube channel and I think posts a bunch of stuff. But we didn't get Daniel Radcliffe at a Balenciaga Runway show. And we also didn't get a fully AI generated movie within three and a half years. And so it was still a heavily important tech demo though. And I do think there will be a breakout video game mod that sees heavy assistance from AI in the near future. But the key is crafting a really innovative strategy loop. That's what Dota 2 was. It was a spinoff of World of Warcraft. I believe it was a mod that came from there. Or maybe it was from another game, I forget. But there are plenty. I mean, Counter Strike started as a half life mod. Like there are clearly games that can be birthed from that. And the fact that you have AI tooling to speed that up. You're just moving a lot of people into the indie developer category who can move things faster. They're still going to wind up spending 99.999% of their time in the last 1% if they want to break through. But it's cool that many people will see this and be like, I gotta make a mod, I gotta make something. I've always had this idea for this game and now I can actually go and get started. Although they will obviously need to lock in for a long time to get something actually polished. Anyway, let me tell you about MongoDB. What's the only thing faster than the AI market? Your business on MongoDB? Don't just build AI, own the data platform that powers it. So let's move over to some news in the timeline. Theo is optimistic about this. Millennial age gamers are about to become more pro AI than the average SF tech bro. Because of all the nostalgia from Halo in Modern Warfare 2. I do think some people will see this and be like, oh, this is cool, I like this. But there are still plenty of gamers who are like, I don't like AI at all for a bunch of reasons. And, and they, and they bring that over there. There was an interesting chart, I think. I think for support for the gaming community to become broadly pro AI, a very well loved franchise has to release a new game that is noticeably better or bigger because of the technology. Yep. And until then, I think people are just going to be like, you know, again, these sort of combinations are cool, but until I don't. Well one, I don't think they can really get users because of all the IP issues. But yeah, I think you're gonna need to see like GTA 7 and it's the entire world. Right. And for people to get excited. And I don't know that that's even a path that they'll take. I, like, the lawyers are extremely pro AI now because they're like, I'm going to get so much business from this. Yeah, yeah. Is this the Zillennials? FTW shared by Antonio Garcia Martinez in from the Economist Seeing a monster quote, how serious do you think the risks of AI are of AI causing serious harm? Everyone is basically moving to the right. They're more worried just in the past two weeks, three weeks just through, from August 28th to September 18th. Except for millennials age 30 to 44. They saw Jacob Coxson, they saw Dario Amade, they saw the SNL sketch, they saw the Ezra Klein interview. And they were like, yeah, I was worried before, but I'm good now. Which is kind of less worried than ever. Less worried than ever. Apparently, according to the Economist. No, it's a narrative violation. Yeah, it's a narrative violation. But yeah, everyone else is getting increasingly more worried. And of course, the top of that chart, that is the voter base 45 and up. So if you're seeing even 65 plus move to, you know, 40%, very serious, that's, that's going to move. That's going to move some elections. Jim Prosser says it's a fascinating outlier. My hypothesis where the gen most comfortable with this degree of technology change and uncertainty due to coming of age through the Internet and mobile. Yeah, I mean, a lot of millennials are in a very fortunate position with like not getting caught off guard by brain rot and slop and screen time addiction. It's like we sort of got brought up in the craziest era and then have seen the children data and can fight back on that. So I think a lot of people in their 30s and 40s are like, yeah, I'm set up for success. I'm not getting the kid the iPad on day one, that type of thing. So it feels a little bit more like there's a danger, but it's known. It's like, we also grew up with cigarettes, but we were like, yeah, we knew the risks of cigarettes. So we were like, yeah, we're gonna treat that accordingly. Yep, only when you're drunk. All right, Sean Frank, our first guest of the show today. Let's go through this when he's here. We can go through it live. Okay, yeah, yeah, no, no, we're gonna go through it right now. You're like, actually, I decide when we go through. Yeah, let's bring this up when we get to him. The whole segment. Yeah, yeah. I mean, whatever you want. I think the interesting crossover here, I mean, we're gonna talk about data brokerage. Sean Frank got an offer to sell Ridges data. He turned it down, but we'll talk to him about the rationale there. The interesting thing is from Dan Romero, he thinks that there's a private equity opportunity to buy old Video Game IP and then offer a $10 unlimited mod license per game or $100 per bundle. So yeah, like taking all these old games and then setting them up for use in AI systems. So when you go to a model and you say, I want to make a first person shooter that I can hop in a car and it's a racing simulator and then I also want to be able to skateboard. Instead of needing to write all of that logic from scratch, you could just pull like the actual racing game that they licensed off the shelf. Counter Strike Two. I mean Valve has created an insanely robust modding system and they actually created a new mode in CS2 called Rush and it's built entirely in their modding system. So they're like leaning into this in a closed source way, but they will allow you to build an entirely new game in their game. And there's a lot of examples like that, everything from Roblox to Fortnite to, you know, plenty of others that have had modding tools for a long time. The question is just like, how do you interface with the, with, with the models directly? Suds says looking for 500 megawatts minimum 250 max 2 gigawatts of powered land for a port Go company is completely price insensitive and has billions behind it. Ideally electrified shells already built. My first thought here was, isn't 2 gigawatt data center going to cost you like $100 billion? You're going to buy a house and you're like, I'm very price insensitive. And they're like, cool, well the house is $50 million. And you're like, well I have $5 million but I'm price insensitive. Yeah, I'm sure there's Coke. It's like I bought some stocking. So when you're getting into, when you're getting into 2 gigawatt territory. So Chase Locke Miller goes, I think we can help. It's like there's just not that many, not that many folks that can get you 2 gigawatts. But worth a shot. Worth a shot. I mean he got half a million views on this. He probably got to the right People, Right. So effective. I wonder, I wonder who is. Who's spinning up 2 gigawatts because wasn't Meta's Hyperion or Prometheus site like 2 gigawatts? This is like hyperscaler territory, right? Yeah, like there. There are just aren't that many like, startups that could be like, it's funny to own Meta and be like, my Portco. Portco is very small coded. Right. But you're just like, yeah, like my Portco is. So Hyperion is designed to deliver 5 gigawatts. Okay. Okay. Well, it's not Meta. We ruled them out. Two gigawatts by 2030 is their plan and 2032 is when they get to five. So, you know, there's this. There's this news story going on in. No, it is noteworthy that you can have billions behind you and still not have anywhere close to what you need to secure that kind of capacity. Yeah. Fun fact. If you had a 1 GW data center, pretty significant, and you were willing to burn the entire Amazon rainforest, you could power it for 35,000 years. Not bad, right? There's a lot of worry that the Amazon's going away because of Bolsonaro. People are worried. The lungs of the Earth, we need to maintain the. We need to maintain the. But it is an incredibly hardest. Would you defend the Amazon? I think so. It is a hard trade off because every other industrialized country was like, yeah, we burned all our resources. Now you're the last one with them. Don't burn them. So it is a tough. It's like a industrialization for me, but not for the. That's the real tension there. Anyway, what's Will Menidis saying? He says probably worth noticing that all the guys that were shilling high fee SPV 6 months ago now all have power data centers they'd love to sell you. Interesting. How are those hyphae SPVs doing now? Probably okay. John, question for you. Yes. Do you think it's fair game to ash your Nature Valley bar out of the window of a car? Or is that kind of like too close to living? It does produce an insane amount of crumbs. Yeah. Have they never thought to do a V2 of that product? I know, I know. I mean, for how. How around Nature Valley bars were. It does feel like they've completely fallen off. Really? I haven't seen it. Like, I used to see a Nature Valley bar once a day. Yeah, they did. Sort of. Haven't seen one in years. It's kind of fallen off. What Happened. What happened? Tyler, can you do some research into Nature Valley sales? At the same time, over the last 30 years, my entire life. Just from a health perspective, doesn't the insane crumbliness of the Nature Valley bar give you sort of reassurance that you're eating like actual food? Because a lot of protein bars these days are so mashed up. You're like, I don't know what kind of ingredients are in there. You had to destroy like 50 cows and 12 pigs and this much milk and this much corn to like make this amalgam. And with the Nature Valley bar, it looks like what it is. It's just like a bunch of. Gil says, one a day, baby. They haven't gone anywhere. There we go. Putting up numbers still. I love it. The other resource people haven't really been talking about at all. Maybe they should is construction papers. Celine says you don't really hear about construction paper much anymore. Back in my day, this was always felt like it was top of mind almost constantly as a child certainly. So I know construction paper useful for just drawing on. It's thicker. Yeah. The ink doesn't go through the paper. That's a benefit. But were people actually constructing things with it? I know people would make those, those loops like those daisy chains around holidays, perhaps Christmas. It's more of a Christmas ornament than anything else. But I don't know that I. It feels like if you were building like a real diorama, you would get out the cardboard. So maybe cardboard just squeezed construction paper a little bit. And I mean, have you seen those cardboard cutting saws? It's like a saw designed to rip through cardboard because people get a lot of boxes. But that's also had the knock on effects of if you're. If you're an ambitious child and you're trying to construct something significant that might last the test of time, you might forego the construction paper in lieu of the cardboard. What do you think? Is cardboard responsible for the downfall of construction paper? That's interesting because there's an eco angle there, John. Right. It's like people getting a lot more E commerce products today. There's boxes coming through the house all the time. We're post scarcity on cardboard in most households, especially ones with children. Because you're ordering a lot of things online. There's a lot more cardboard around. I know the last few construction projects I did, cardboard was my material of choice. Yeah. So maybe that's what's going on here. Yeah. I'm glad we got to the bottom of It I'm trying to find the best way to get exposure in the market to construction papers. You want to go long. It's almost a perfect store of value over the last five years. There's Fabrica Italiana, La Piece Ed Affini. Okay. It's been completely. It's a half a billion dollar company, completely flat for the last five years. So. More on this on the next episode. We got to talk about topic crawler. Okay, I'm on spent half an hour going back and forth with ChatGPT so it could make me a tool that spits out lingq for any topic he's researching. And it actually gave me exactly what I wanted in the picture below. And then the follow up, only two minutes in and I realized how dumb this is. Reinventing the wheel. Reinventing. Using the tool to create. Use the tool to create the exact same tool. I mean, the funny thing is I don't know if this was. I don't know if this was like created his joke from the start and the whole idea was like, let's just be funny in the first post because the punchline will be in the second post or if he actually went through this. But it does speak to the fact that a lot of the functionality is really buried. Just the ability to put something on a cron job is not advertised anywhere. You know this, right? Yeah. If you, if you want to get a weekly digest of where the swells are the biggest across the world for surfing, you can totally do that. You don't need to build a tool, you don't need to write a line of code, you don't need to host anything. It doesn't need to use anything else other than ChatGPT. But you would never know that from any of the marketing really because there has never been just a cron jobs are here or whatever you call it. Scheduled tasks are here. And there's a national campaign. Very, very difficult as the models get and the harnesses get more capable to actually educate people. But it's very fun. It's very cool that you can build your own Google in like 30 minutes. Have you seen. Let me Google that for you. No. So it's this website, letmegooglethat.com and you type something in and then you generate it and then you have this link. You can copy the URL and I'll share it in the production chat because it's a funny. It's a funny. You got to do the actual thing. And so you send this to someone if they ask you something really obvious. Like, how do I get to. How do I use ChatGPT? And then it moves the mouse. I think you clicked the first one that was empty. I think you need the second one. The second one has the actual. The actual punchline. Here we go. So how do you use ChatGPT? You send them this. Let me Google that. And it just Googles it for you. And then you just. And it just loads. Google or whatever. You can close it, but it literally just goes and like types it in for you. But anyway, what are people putting in their IRAs lately? Yes, babe, our retirement is in Charizard. I have a little bit. My Roth and 401k. But we can fly or. But we fly or crater with Charizard flyer craters. Funny, funny terminology. Is there a way to. To get a Charizard into a tax advantaged retirement account? Has that been done yet? There must be anyway. There must be. Well, if you are investing, do it on public.com investing for those who take it seriously. Stocks, options, bonds, crypto treasuries and more with great customer service. You gotta invest like the best. You gotta do it. This hit me over the weekend, John. This was. This was big. Okay? One horse pulls £4,000. Two horses working together pull £32,000 and it's getting community noted. Record deadweight poles by pairs of draft horses top out around £17,000. Are near £32,000. The popular anecdote. This is based on just. Dave Ramsey also uses £8,000 for one horse. Not. Okay, so wrong on every dimension. But the idea stands. I mean, in the. John, it made me think, what. What are we doing with just one horse here in the old. We got to get two horses. Permission to order another horse, a twin horse. No, wait. Did you see the. Did you see the Beverly? They're auctioning off that bear sculpture that's on Rodeo Drive. Whoa. This was on. This is on Facebook Marketplace. They want $95,000 for it. Do you know what I'm talking about? The gm. Is that a bullish. Is that a bullish indicator? They're like, we have no use for this bear anymore. Maybe. Maybe. I sent it to Buddy. I can pull it up, but we can also move on. Talk about that later. It would be cool to get a large statue of a bull and a bear here in the ultra dome, fighting, you know, battling over market conditions. I'd like it. I'd like it. A lot of people have been talking about this. We didn't want to have to talk about it because it's not, you know, the nicest topic, but we'll talk about it. Why is tossing boiling oil down a ladder during a siege always a one time trick? If I were being sieged, I would have 200 gu. All boiling 3 or 4 cauldrons of oil each. If you come anywhere near the walls, you're getting scalded. Can't melt it. Idiot. Such a good point. Yeah, yeah. Such a good point. Yeah. You should just have like a continuous flow of oil pouring down. Or a closed loop. Oh, like a waterfall. Instead of a wall, you have a waterfall of hot oil that's just constantly there. Yeah, that would have completely reshaped the. It would have one shot. One shot. Yeah. Your defenses would have been impregnable. Fascinating. Anyway, the million dollar homepage is reborn every decade in a different form. A TikTok girl is selling ad space on her wall to pay for tuition. They're calling it the TVPN effect. Not bad, kid. She says she's selling ad space on her wall. Is this presumably in her dorm room or something? $500 for one huge spot. 50 bucks for a smaller slot. Yeah, I mean, I don't know, maybe. Pretty good play. Resourceful. Yeah. Million Dollar Homepage was a really good bit back in the day. You'd buy individual pixels and people have redone it a few times. I mean, I guess the Reddit, the place was sort of free version of that, but it was, it was, it was pretty cool. You can, I mean, Delta just taking blow after blow because you can now watch Cheeky Pint on your United flight again. Really? Really. Just showing that United is, is a, you know, is a serious, highly commercial airline. They don't want you watching movies, TV music. They want you watching the Cheeky Pint archive. You got to learn from Susan Lee. And I'm hoping this means that we're going to see more episodes of Cheeky Pine hitting the timeline. It's been about a. Feels like a six month holiday, but it's going to come back. What's that? Take a break. They got a hangover. That's right, hangover. They're taking a break, resting off. Sleeping it off. Yep, they'll get back in the pub soon. That's right. Oracle is putting $10 million into the Nashville Symphony, reinstating the 2026, 2027 season and recalling musicians and staff who were set to be furloughed Oct. 18amid a financial emergency. That's great. Give it up for Oracle. And the Nashville Symphony shows a real sense of civic responsibility. There we go. Larry. I love this, this is great. More tech companies should do this. Go and solve little problems like this. Everyone loves it. What else is going on? The Brits have turned their back on their day ones. British people are apparently buying Chinese knockoff Land Rovers especially look alike Range Rovers. They love Chinese cars. The JQ7 made by Chinese cherry. I'm learning about a new Chinese automaker every week now. We got mosquitoes in the ultra dust. Take off. We got mosquitoes. Get the flies. Heads up, heads up. You think you can get it? No, I don't want to go for it. Run around. I'll read this while you fight the mosquitoes. It's a nice little side quest. Get the tracking cam on him while he goes and hunts it down with the gong. Let me tell you about Crowdstrike. Your business is AI. Their business is securing it. CrowdStrike secures AI and stops breaches. Speaking of crowdstrike, I mean incredible performance. George Curtis, Crowdstrike Racing put on a clinic yesterday. Incredible comeback. They had some setbacks early on in the race but made it back to the top spot and won the entire season in LMP2. What a. What a year. What a year. Pretty crazy for Crowdstrike Racing. Pretty crazy. Well, let's go over to this. I want a review of the Temu Range Rover. Jordy, you gotta let me know what you think. When Mark Thewlis went looking for a new family car this summer, he was struck by how much cheaper the Jaikoo 7 was than luxury brands with a similar look and feel. The 33 year old from England's south coast calculated the upfront cost of his preferred version of the Chinese SUV at the equivalent of around 50k. Half the price for a visually similar Range Rover model. You think that car is visually similar? It's pretty. We'll see. Its resemblance to the 56 year old British luxury brand has earned the Jaiku a double edged nickname name, the Temu Range Rover. My first reaction was what's the catch? He said a test drive convinced him that buying the Jaiku was a no brainer. No big industrialized economy has embraced Chinese cars more enthusiastically than the United Kingdom where Brits like him are being won over by the combination of affordable prices with status signaling, styling and technology. It does look pretty good inside. Yeah. Calling it a Temu Range Rover doesn't quite work because I would expect that the car is just better in most ways than the ra. You know when you think about like a, you know that the Teemu branding for a product you think like it looks good in the image and then in person, it's like. Falls apart. Yeah, it falls apart. It's a mess. I would expect this car to be actually pretty solid. Yeah. Probably very good. Yeah. They're very good at making products. Yeah. I wonder how undeniable these Chinese brands have rolled out dealerships and service departments because that seems like the dealer footprint seems hard to spin up quickly. But they must have figured out a solve because I would imagine that potential buyers are worried. Whenever you're dealing with an upstart brand, it can be really tricky if the brand goes under while you own the car because there's just nothing really to work on. A lot of people went through that with the. What was it? Fisker. Ocean. With Fisker. Fisker. Ocean. I think Fisker maybe went through restructuring and a lot of people got stuck with cars that couldn't update software. Yeah. Every. Every once in a while, I'll see a Fisker on the road. I'm just like, incredible. Well, not the Ocean. No. The Fisker Karma. Yeah. Which I saw Jay Leno in one recently. And the Fisker Karma, it does look like. I don't know. I would expect it to be like the modern back to the future car. Like, it's like the new DeLorean. It's so, so unique. It's not quite as striking, but it's still very cool. Britain's. Wait, the Fisker is not a ev. The Karma is, but the or the Karma is not. The Karma is hybrid. Okay, that makes sense. Yeah. Every time I see. Every time I've been seeing a Fisker Karma, I've assumed it was an evil. And I'm like, what do you have, like, five miles of range? Like a 2012 EV from, you know, I mean, beautiful designer. The lineage there is. I think the founder had designed some other iconic cars in the past. Anyway, only Russia and Brazil developed economies that mostly buy cheaper models have imported more than the uk. The Fisker Karma might be a buy. You think so? How much is it? 20 grand. 20 grand for a Karma certainly stand out. Turn heads for 20 bucks or 20k. 20. 20 bucks. 20 stacks, 20 racks. The UK, a cradle of the car industry, showcases what could happen if, in America, if Chinese cars were let in range over began a press release trumpeting Jia Q's early sales success. Is that a press release from them? Are they just dancing on their enemies gravestones? That's crazy. That's crazy. We gotta figure out who actually posted this range over thing. Winking at its likeness to the Range Rover evoke the smaller one. The managing director of a dealership in Leeds, Yorkshire, said the appeal was simple. It looks expensive, it feels expensive, and then you find out how much it costs. For now, Chinese cars are essentially shut out of the large US Market by high tariffs and restrictions on Chinese software. President Trump in September repeated his openness to Chinese cars produced in American factories, alarming Detroit. Oh, that's interesting. He wants the jobs, he wants the manufacturing base, the control over the industrialization. But Detroit automakers just don't want more competition, so there's actually some tension there. Interesting. Congress is debating a bill that would permanently ban Chinese cars on US Roads. The spectacular growth of Chinese brands in Britain this year has been led by Cherry, China's top vehicle exporter. Through September, its sales more than tripled compared to the previous term Customer Open minded. I just don't understand why they don't use a name like Cherry for the actual brand. Yeah, like I imagine that could that. Well, it's not spelled how you think it's. It's C H E R Y. Still better than than JKU for an international market. We got to talk about the Topolino. Okay. The Wall Street Journal is saying that it's the greatest car ever invented. Really? And they'll never go back. Take me through it. But first, let me tell you about Figma agents. Meet the canvas. Your AI agents can now create and modify your FIGMA files with design, system context. They're not quite saying that. My week in a $15,000 microcar. Joy, guilt and 25 mile per hour road rage. Fiat's all electric. Topolino isn't fast and doesn't get far. But the Italian company thinks it's just the car some Americans need. What the f Is that? A driver of a luxury sedan exclaimed at a busy intersection. Is that a real car? Is that a real car? Ah, said countless passersby. So funny. Indeed. The Fiat Topolino 15,000 electric microcar that tops out at 25 mph is a real car that Americans can buy right now. Can you spec it with red velvet on the rope? That would be nice. Can you spec it with matte, black and red velvet so it looks like you're driving a nightclub? I think you got a winner. The Topolino, which went on sale this summer, is a bet by the Italian brand that Americans in two car households may be open to a much smaller and slower, slower ride for their second vehicle. At just over a thousand pounds, it seats two people and is powered by a small electric battery that gets 46 miles of range on a full charge. It is sold in one color and comes in two variants. One has doors, a heater and a glass sunroof. Then there's the Dolce Vita, which swaps in ropes for doors and includes a rollable soft top roof. Many onlookers ask if it's even street legal. You can take the roof and the door. This is so not functional, said Alexa after jetting across a busy street to get a closer look at the Topolino, which translates to little mouse in Italian. But so far, demand has exceeded expectations. Fiat, which initially shipped 300 Topolinos to the US says 30% of its dealers are signed up to sell the pints. Says third, only 30% of its dealers are signed up to sell the pint sized car. The Stellantis owned company known as the Topolino. It's got a particular audience. It doesn't step on anything else that we do as a company. There's nothing else like it. I totally agree. I think it is. I think they deserve car of the year. I haven't driven it, I haven't seen it, but I like where it's going. Fiat Topolino at $15,000 or the cherry knockoff Chinese Topolino variant for 800 bucks. I mean, it's a tough price of a phone. Tough call. They're going to make this the price of a phone. Like, yeah, that's a good point. How much cheaper? That's a good point. I don't know. That's a good point. I mean, I would imagine that a lot of the savings of competing with Range Rover are just the margin, the badge value. I would be surprised if they can make this for under five grand, but at eight grand at half price, they actually might move more units because why spend 15 when you can spend 8? I say move to lease only. You will own nothing and be happy in the Topolino. But imagine pulling up to car week in this rolling deep with 20 of your best friends, you know, in one of those sort of s, you know, snaking across the road. Oh, electric beat Topolino or Base 2007 BMW 3 Series. Autoblog called it surprisingly good looking. Jordy, I want your take. Is the base model of the new 2027 BMW 3 Series surprisingly good looking to you, Jordi? Take a look at that and tell me what you think. So I don't. I mean, I've never been a BMW guy, but I feel like every time a BMW gets announced, everyone hates it and then a lot of them A lot of them, like, end up growing on people. And I don't think that, I don't think you should judge like a new, a new model based on the base, like, version of it. Right? Because people buying the base version are typically not like massive car people or anything. They're just buying effectively an appliance. So anyways, people obviously hate it and they're bringing up a bunch of cars throughout history like the E36 and saying, like, we have to return to these older editions. But I don't know, I just, I think it's fine. Like, it's just not that big. I think it's not that big of a deal. I think the, the interesting thing is that it just feels like they've been dancing around with different design, different design motifs, especially on the front grille for the last 10 years and they haven't really found their footing. This feels like a response to the last round of backlash around the sort of front kidney grill that people didn't like that looked like buck teeth. And they got a bunch of pushback about that and they said, fine, we'll change that. And now people don't like this. But people have been warming up on the older styling. And so you're in this weird, like constantly dealing with feedback, but the build cycle is five, six years or something. So you're refreshing. Pull up this image of the three series evolution, okay. Because everyone wants to go back to these super boxy versions, which again, I think are cool. But part of it is that you've seen them in, I don't know, you're a movie guy. You've probably seen these cars in 50 movies, right? And portrayed in a cool way. And that helps a lot in terms of how you think about the vehicle. Now pull up the Shrek spec of the new BMW 3 Series and let's take a look at that and see if this does anything for you. Jordy. The Shrek edition. Whoa. It looks actually like people will look at you with a straight face and say, this is ugly. They'll look at you and say, BMW didn't push the frontier with this new model. Right? Yeah. And they're willing to just lie straight to your face. So anyways, I don't think it's that big of a deal. I'm excited to see how it eventually looks in its GT3 form factor. I think the current GT3 Evo is like an amazing looking car for what it is. And I think by the time that it this sort of like these new elements, like the new grill and the lights and everything get sort of built in into different form factors. I think people will come around to it. Cool. Hold me to it. Anything else on cars today? Any other car news? We got another FSD video out of Jason Oppenheim who sold a Bentley, bought a Tesla Model Y and is blown away by fsd. It is an inflection point for sure. People are excited about it. Sean Frank, who's coming on the show in just a minute was singing the praise of the Tesla just what, a month or two ago we were like, I don't know about that. And lo and behold, here we are. Well, we also have Brian Johnson coming on to talk about health and endurance racing in about an hour. Let's see. Would you buy this? BMW 3 Series, Dakar Edition. Look at this. I think. Is this just you and Chad GPT right now? No, this is officially. See, this thing looks insane. It does. Love it. It does, yeah. This would be good. Give me 10 of them right now. Going across the country in that the last story we gotta get to is Apple plans to introduce new privacy controls for Mac users, warning of the risks growing around granting broad data access to third party software, including AI agents. So your imessage data is not, I don't think it's encrypted when it's on your hard drive. So you can potentially give an agent access like yeah, just read, just be able to edit my files and then it can also read your messages and maybe you don't want it to and maybe you want that to be a specific permission. And so Apple is sort of grappling with what permissions it gives when at the same time Ben Thompson seems like he's on the verge of going Linux on the desktop because he's been very frustrated because he runs a headless Mac Mini that he remotes into when he needs to see the screen. But most of the time he's just having an AI agent write pieces of software for him. But those pieces of software need permissions and the permissions are UI pop ups. So you have to jump in and click the button and say yes, I allow it to read from the network.
You watch it. TVPN today, Monday, October 5th there are 80 days till Christmas. We are live from the TV panel the Table of Tex.
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Other games, Tyler. Okay, I'm gonna trick shot this pig if we can. No. No. Oh, he did it. He did it. Come on, Tyler. Why little. Can we get a. Can we get a contest?
Other games, Tyler. Okay, I'm gonna trick shot this pig if we can. No. No. Oh, he did it. He did it. Come on, Tyler. Why little. Can we get a. Can we get a contest?