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Capital. It's not the competition, it's the unshakable fear of looking stupid for the first six months. So that's what Gemini 2.5 Pro thinks is a banger. And then we have Grok Expert and this. Remember, this model was trained on X data. It should know what works. It knows it has the entire corpus of every tweet, every post on X, and here's what it said would go viral and get over a thousand likes. It says this is from my account on Coogan October hits and suddenly I'm craving pumpkin everything. Binge watching horror movies and planning the ultimate costume. Who's with me on turning this month into pure spooky magic? Drop your fave Halloween ideas below. Spooky season Halloween2025 Octobervibes with three emojis and I think we know who wins. Like Grok is clearly fine. Genuinely hilarious. I think it knows. It'S self aware. It's totally self aware. It knows that it might not be able to create the perfect zinger, but it knows it can do such a throwback that we will find.

What else? Linear. LINEAR is a purpose built tool for planning and building products. Meet the system for modern software development, streamline issues, projects and product roadmaps. I would go out on a limb and say everything that OpenAI launched today was almost certainly planned and linear. For sure. For sure. Oh, this is a fun one. So Kareem Jeddah says introducing Gaslight Garage. A box where I put my phones and feed them AI generated audio nonsense to make them think I want to buy stuff. Practical AI for the people. Gaslight Garage and Snowy or S N W Y says, I tried this once after getting into an argument with my parents about whether your phone listens or not. Where do you stand on this, Jordy? Do you think your phone is listening to you? Man, such a tough one because everybody has like an example or two. Yep. But if you think about, we talked about how many ads you get and. Then I saw an ad, how many. Different things you see, how many ads you get over a multi year period, how many products you talk about over a multi year period. And then at some point or another they're in like perfect alignment between the two. And then also you have to factor in people that search for something once and then, you know, on a certain network and then forgot about it. Or someone else in a household search for something and then somebody else in the household gets served. Right. There's a lot of different ways to explain away the listening aspect, but yeah. I noticed that some of the spookiest ads that I would ever see would be it would come from a conversation that I had with a person in real life where like, yeah, the phones could have been listening, but more likely. And then I saw an ad. So they tell me, oh, you gotta test out these headphones. And I see an ad for those exact headphones the next day. And I'm like, that's weird. I just heard about that and now I'm seeing an ad. How did that happen? I know I didn't search for it. I know I didn't send any data signal to my phone or my apps. But then I realized that it's like, well, if they just ordered those headphones and that data of them shopping and them going through that checkout flow is encoded in their Instagram profile. And then it knows that we hung out because we're friends on the network and we like each other's posts and we were texting with each other on the app and stuff, and then it can say, well, Jordi just liked these headphones. John and Jordi were just hanging out, showed John, like they might be similar consumers. I feel like that can be kind of spooky, but very like a clear flow that would come from the data. But anyway, Snowy said got two iPhone 6s, both wiped and connected to two different WiFi networks with independent VPNs. Said keywords to one and different ones to another. Never an earshot of each other with multiple apps. Insta, Facebook, Twitter open with their accounts and basic usage. And the ads were never what I said. They were basically always location based slash, pretty basic things. My running theory is that whoever thinks their phone is listening is just predictable enough that it knows not because it heard them. I think that's probably right. Plus there's this massive incentive that if the phones were listening and targeting, there would be a huge incentive to become a whistleblower. Like there's been a whole tour of folks who have like left Meta become. Become influencers. Go get a book deal. You can get a book deal. Exactly. And you become speaking to her. You can get a TED Talk. Exactly, exactly. You can get a government job. Probably. How much somebody at Meta paid to testify? Maybe they should do that. Appearance fee for testimony on Capitol Hill. Let's make it happen anyway. Numeral sales tax on autopilot. Spend less than five minutes per month on sales tax.

Like, biology is like the ultimate black box and it's the ultimate humbler, honestly. What about peptides? Are dogs on Ozempic yet? Are dogs on Ozempic actually? So this is my favorite fun fact. Everyone is like, oh, are you just developing like Ozempic for dogs? And the answer is no, because people don't want their dog to not be hungry. Think about it, right? You go home, your dog's super excited to see you, jumps on you, you're like, oh, my dog loves me so much. I'm the alpha male. Your dog's probably hungry. Yeah, right. And so when people give their dog ozempic or Ozempic like drugs, it just. Takes all the joy. It takes all the joy. The dog becomes a cat. Oh, no, no. This actually exists. Yeah, I think about like my, my most cherished memories with my dogs growing up, it was like my dad, my brother and I making scrambled eggs for the dogs. Yeah, it's like that was peak, peak, peak experience as like a, you know, 10 year old. No, totally. It's not a good market. So like our other drug that's working on metabolic.

Shorter lifespan than that theoretical maxima. So, I mean, how do you explain what the drugs are actually doing? So basically. That'S a black box, unfortunately. Basically, the way to think about it is all puppies are born approximately the same size. But a Great Dane puppy has super high levels of these proteins called growth hormone and IGF1. And these are circulating at really high levels and they're basically binding to their cells. They're saying, grow, divide, grow, divide. And that's why you're burner puppy or newfie puppy is getting so big. That's normal. It happens in humans too. But it shunts down significantly once you're fully grown. In a big dog, it doesn't. So big dogs still have these super high levels of these growth hormones circulating around that are basically making the dog turn over at a faster rate. So what the drug does is it inhibits those levels. It brings them down to a level that's seen naturally in dogs. So think bringing a new fees level down to an Aussie shepherd or something similar. And this is like this idea that if you reduce growth hormone, if you reduce IGF one extends lifespan. It's actually been shown all the way from worms to mice to a multitude of organisms. And there's even human centenarians that have the same genetic things that Chihuahuas do. And our body are spiritually Chihuahuas. I think that's an insult. Is the scientific phrase. Like IGF1 inhibitors, essentially. And are biohackers using that.

Even bigger checks to build the infrastructure needed to power cutting edge AI models. Morgan Stanley estimates companies will spend over 3 trillion on AI infrastructure through 2028. What do you got, John? I have a. I have a more recent benchmark for all of the different AI models to let you know where GRO sits relative to the other Frontier models. ChatGPT 5. Yeah. Viral bench. Claude Sonnet 4.5. The latest and greatest Gemini 2.5 Pro and of course Grok Expert mode. So I will read you. My prompt for all four of these models was write an X post that gets me over a thousand likes. My account is on Coogan and ChatGPT5Pro said Nvidia isn't a chip company. It's supply chain choreography. The scarce assets now hbm, advanced packaging, power and high bandwidth networking. If your AI thesis ignores those, you're playing checkers on a go board. Not bad. I think you get like 45 likes on that. Okay, Claude Sonet 4.5 says everyone's focused on which AI lab will win AGI. The real question, who wins the infrastructure layer? Nvidia is printing money now, but the company that figures out inference at scale will be worth more than all the model companies combined. Which is hilarious. Like a hot take. It's kind of a hot take. That's anti anthropic, I suppose. Who knows? Maybe they're working on this. Gemini 2.5 Pro says the biggest hurdle isn't starting. The biggest hurdle to starting isn't the idea. It's not the capital, it's not the competition. It's the unshakable fear of looking stupid for the first six months. So that's what Gemini 2.5 Pro thinks is a banger. And then we have Grok Expert and this. Remember, this model is trained on X data. It should know what works. It knows it has the entire corpus of every tweet, every post on X. And here's what it said would go viral and get over a thousand likes. It says, this is from my account. Jon Coogan. October hits and suddenly I'm craving pumpkin everything. Binge watching horror movies and planning the ultimate costume. Who's with me on turning this month into pure spooky magic? Drop your fave Halloween ideas below. Spooky season Halloween2025 Octobervibes with three emojis. And I think we know who wins. Like Grock is clearly genuinely hilarious. I think it knows it's. It's. It's self aware. It's totally self aware. It knows that this is. It knows that it might not be able to create the perfect zinger, but it knows it can do such a throwback that we will find it absolutely hilarious. Like if I feel like something like, like John Cena would post in like 2011. Totally, totally. And so if I had to post one of those, I would definitely go with the Grok post because it's hilarious. People would post it and people would be laughing. You never posted the, I didn't post. The other one about losing. You should just post all four and then see which like actually do the benchmark. I should, I should. I will. Maybe I'll, maybe I'll prompt it again and then, and then, and then do it again. But the pure spooky magic goes, goes pretty hard. I like it. I think it's worth 10 trillion in capex to get these bangers. All right, well, I want to ask Doug about what Xai has to do to ask.

Back. It was great. It was great times. Did you see Soham Parikh was weighing in yes. On on the Nvidia AMD deal when Sohan Perique, the real Sohan Perique is weighing in on on some of these circular deals. It Is this the real account? That's the real account. There were several knockoff accounts. This is the real. It just so happened that the real account was at real. So hum. Okay. Okay. He says Nvidia Oracle, OpenAI AMD. What a time to be alive. Certainly is. Yeah. Gotta get the update from him. How is his life post going exclusive. Going exclusive. Going exclusive. Yeah. We're having Doug o' Laughlin from Fabricated Knowledge on the show in a little bit and one of my big questions is like how deep will this go? We've heard stories about Sam Altman doing deals, talking to TSMC and I'm wondering like does this get to the point where he's talking about, he's talking to asml, he's talking to like, like niche lithography machinery manufacturers about scaling up. Like he should just start going at. The entire supply chain. He should start going around to every company and saying if you give me warrants I'll announce a partnership. And you're and it seems to be working. Your stock will go up on average. We've seen the market caps rise, you know, between 20 and 30% and I'd love to be able to do the same with you. People are into the open air economy. They are truly propp it up. Well if you're watching OpenAI dev day later it's probably on Restream. Restream io1 live stream, 30 plus destinations, multi stream and rest.