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Well that's our show folks house. I wanted to know if you wanted this UFO house. Did you see the UFO house? They saved a UFO like home from demolition. Now it's landing on the market for $1.495 million. The restored plastic futuro house which I think you're not going to like the materials but idle wild. It's out in Idyllwild, high in California's San Jacinto mountains. Near Idyllwild, a harvest gold flying saucer is perched high on a large rock outcropping. The structure is a futuro, a plastic home designed by the Finnish architect Matti Saronen in the late 60s. Of the estimated 100 they made 100 of these around the world, only 50 or 60 are thought to remain though there is no official accounting. And so this is so elite. Okay, you like it? This is S tier. This is S tier. I mean if you need, if you want to build like an ADU on your property, why not, why not go with another three letter structure? The ufo. The ufo. I mean get rid of the ADU and get a ufo. Yeah, okay, I like it. Now this thing is, is stunning. It's, it's very beautiful. It's very cool. It's very unique. It's so different. Please, someone create the ufo. Like Housing Company of North America. Yeah, this would be. We need it. I want one of these in every backyard. Apparently they can just look at this picture. Like what's even going on here? Yeah, apparently they can just throw it in a truck and drop it off somewhere. It's really cool that people just put these all over the world. Bought it for $70,000 and made plans to move the futuro to the site. That's very, very cool. Despite Cerronen's best intentions, relocating the Futuro proved to be quite a challenge. After consulting with experts, Wayne concluded that the structure was too heavy to be lifted by a standard sized helicopter and airlifting would require long to permits, including approval by the faa. In December of that year the Futura was shrink wrapped and driven from San Diego to Pine Cove on a flatbed truck. Let's head over to the Wall Street Journal comments section. What do they say? 1 and a half million for an extremely meltable home. And a zone rated by Cal Fire is the highest chance of wildfire in the state of California. I wonder how State Farm feels about ensuring a large piece of yellow plastic surrounded by dense flammable tinder. Well, I mean look at the shot though. It just looks value of the structure. And so the value of the structure is. I mean, it's like an art piece. So it could be more, but the actual structure costs, like, $70,000 to build, so it's not that hard to underwrite. Of course, like, you don't want to be there, but you're just. Looks incredible. It looks really cool. The contrast between the structure and the trees in this shot is just out of this world. Yeah. There's so many things to say, says John. I'll stick with it. It's a small market for a plastic tree house. Yeah, small market, but there's not a lot of these. Yeah. Very cool. Lisa says, love it. The only problem is that it's in California. Matt says the people of Idyllwild are lovely, but with that attitude, probably best not to visit. There's more shade being thrown around in the Wall Street Journal's comment section than we get it. You're from Wall Street. You're from Manhattan. Go easy on us Californians. We like the Wall Street Journal, too. Do you think it looks too much like a classic Weber grill? You can never look too much like a classic Weber grill. I've been. You've been trying to hit the gym in a way that would make you look like a classic Weber grill. Robust. Okay. This thing is beautiful. Yeah. Very, very cool. Very, very cool History. Go check it out. The full breakdown and the full articles available in the Wall Street Journal. We're.

Over to the Mansion section. We are off tomorrow in some heartbreaking news for you all. So we got to do some Mansion set. We have to do it. We have to do it. We have to get to the Mansion section. So we got to talk about it today. The first home comes from a tech founder, the Shutterstock founder. Have you Shutterstock. Not a big Shutterstock customer, Shutterstock, but a wonderful, fantastic business. Yeah, really cool business. And yeah, I remember it being really useful for finding stock photos, stock videos. Always a little out of my price range for a while. Like you'd have to pay per image. And I always liked the unsplash, the free versions or the cheaper versions. Or maybe just go into Google Images and right click, who knows? Jonathan Orringer is the founder and his wife have listed a slope side townhouse in the ski destination of Aspen, Colorado for $49 million. They bought the house for 25 million in 2021. They own the Kansas City Chiefs. From the guy who owns the Kansas City Chiefs. Sorry. They're listing the house because they want to expose their children to skiing around the world. They don't want to be in just Aspen. They want to be able to travel all over the place. But they did say they'll be back. I'll be back. He founded Shutterstock in 2003. This summer, a $3.7 billion merger with Getty Images was called off. Interesting. Which again, I remember talking about that. It's just the most insane. Oh, yeah. To block that government. So crazy. The most so crazy category. That is like facing the most brutal competition that seemingly any sort of semi modern technology company has ever faced. And still. No, you gotta go at it alone. Yeah. You gotta fight and survive on your own. Good luck. Good luck. Yeah, it's really. It's really thrown in a shovel. Dump your own grave. It's brutal. Anyway, not. Not a white pill for government regulation. Nailing the AI moment. But we still have some optimism around here. Let's do a little tier list. Where's Aspen in terms of vacation homes for you? Jordi, where are you putting Aspen? Is it in S tier A tier B tier C tier D tier? There's no E tier today. There's just F tier. Where's Aspen ranked? I'm going to be exposed here. I've never spent any time in Aspen. Okay. I've only spent time in Beaver Creek and Vail, so I can't really comment. But I. But. But I've actually. I've never been skiing there. I have been hiking there. It's beautiful. Let's put it in B tier since we're sort of neutral. No, it's obvious. It's obviously S tier for a certain. For a certain kind of person. Right. You want. You want the access to the outdoors, but you want the glitz and the glam and the shopping and the restaurants and the sort of scene dynamic. Sure. And so, yeah, there's very much. Yeah, you can. You don't need to ask somebody where they spend their, you know, winter holiday. Right. You know, based on. So we're going S tier with Aspen as a location. I think it's S tier. Okay. Okay, that's great. I love that. What about the fact that it was built in 2004? Is that too old or is that new enough? You get all the amenities. That's nice and fresh. We don't know how to build anymore like we did in 2004. It was a wonderful vintage. Okay, 2000. So S tier yet. A tier. A tier. A tier for 2004. Build 6,600 square feet of Aspen townhouse. Is that enough for a townhouse in Aspen? I mean, it's humble, but this is a humble group. Right. They don't want their children to just grow up only being in the bubble of Aspen. They don't want their. He probably walks around the town and they're like, oh, what do you do? He's like, yeah, I got a website, you know. Yeah, yeah. So it's a tier. Yeah, a tier. A tier. Okay, a tier. Let's go. It's being sold furnished. What do you think of fully furnished home sales? Is that a good feature or is that just a problem you got to deal with? You got to unwind all their decisions on. Depends on. We'll take a look at the photos and tell me. Given this furnishing, I feel like if you're going to Aspen, you're not going to be that constant. You want to show up and it's turnkey. I'm not. I don't want to sit here and judge his taste. I don't want to. I don't want to place judgment on his furniture collection. That's the name of the show, dude, you gotta do it. Gun to my head. Do you like the. Do you like the interior design? No, no, no, no, no. I'm saying in the abstract, as you are shopping and you see, it comes fully furnished. Is that a good thing or not? Generally. Generally not. With this one. You want to buy bare bones? Usually? Yeah, absolutely. Okay, let's put that in D tier. Yeah, yeah. It's Not. And that's not a judgment on this particular house or this. These furnishings. Okay, what else we got? The thing I love most about this house is 2.6 is pointing out no infinity pool. And put that in your. No infinity pool. The yard is seemingly relatively small. Okay. But there's. They seem to be surrounded by wonderful trees, and it looks to be a very nice neighborhood. Okay. Okay. So I'm just really glad there's not, like a concrete slab within an infinity pool. Okay. There's one last thing to debate. There's construction at the Aspen Pitkin County Airport, and there's been speculation that this could hurt the real estate market. Now, Shane, the agent here, says that he thinks the impact will be minimal. He says it's not a concern of mine. So aren't they upgrading the airport to make it easier to fly in and out? Yeah, during heavier conditions. So there's going to be, like, minimal disruption and then. And then a benefit. So where are we putting that on the tier list? Airport construction, nearby, local airport upgrade, airport upgraded. Airport. It's an amenity. Yes. It's a feature, not a bug. That's true. S Tier. Okay, I think we got. I think we got a fantastic. I think we got a fantastic review here. So go check it out if you're in the market. Anyway, our next guests are already here, ready to.

The other pushback here from someone named David H. Says, how lazy can we get? There's absolutely no value in an agent buying something on Amazon. It's just something people do to sound cool. I already have a human agent who buys way too much stuff on Amazon called my wife. It's the most Gen Xer T shirt from Venice Boardwalk I've ever seen. They're really throwing in the old ball and chain there. It's ridiculous anyway, I think, like, I'm not there yet. Well, because I don't think it's an opportunity for startups to try to recreate the biggest online commerce platform in history. If anything, it's like an opportunity for Walmart, who is leaning. Who is leaning more into agents. Yes. And I think we're going to see does that actually turn the tides? Okay, right, so. So are you long, Sparky or Rufus? Because Amazon has Rufus, their internal AI agent. Walmart has Sparky, they're an internal AI agent. Are you going Rufus mode or are you Sparky Mac? I mean, how hard is it to tell your preferred agent to just get on Rufus? That's what I'm saying. I think Rufus is going to go in the kennel and I'm going to have a kennel of agents. Rufus and Sparky will be in there and then Astro 7.5 will tell them exactly what to do and they will go and do it because they will think it's me and they won't know. I think that's actually what's gonna happen. And I think. You don't think Rufus will be able to detect. Figure out a bot detection? No, no. Like, because it'll just be happening computer use. And it'll just be. And I'll just be like, yeah, yeah. Okay, Codex, for the next five hours that I'm on the computer, just actually record all my mouse movements and, like, create a program that actually mimics me. Like, learn my style of using the computer. Like, when do I alt tab, when do I use the, you know, search, when do I type? How do I type? What type of spelling mistakes do I make when I type? Learn all that, memorize that, and then mimic my computer use pattern. So you're not like, right now it's like, it's like, go straight there, right? But it will just be like, oh, yeah, I'm just, I'm. I'm using the computer like I'm John. I'm writing like I'm John. I can. You know, it'll be close enough and, and I think that people will wind up they'll still have like their favorite front door to AI and it might be ChatGPT, might be Claude, Gemini, whatever they like, whatever they wind up in. But then. Yeah, but then they might like there are people that will have. Oh, yeah, I do some work on X and so I want to manage all my DMs. So, like, I have Grokbot set up and I don't talk to Grokbot, but my agent talks to Grokbot. And then my agent goes over to Muse, because Muse has really good integration with Instagram and if I try and go scrape Instagram, I am going to run into a bunch of problems. But Muse is happy to talk to me. Yeah. And so especially with these, with these, these systems that operate over chat, it's like it's going to be really, really hard to do bot detection if you're available over Telegram or WhatsApp. Right. It's like it's just text that's coming back or we integrated with Slack and now I talk to it on Slack. It's like you're telling me that it can tell what's an AI prompt that comes over a Slack message. That's 12 words. Go buy me a paper towel holder from the 1970s. Dark says the opportunity is to create a kennel for dog themed agents. Kennel. AI Si. Now raising K A kennel. Si. Okay, so.

Locked in. And he's encouraging you to lock in anyway. Chinese streamers are creating content on a completely different level. We have taken our livestream efforts very seriously here at tvpn. We have cameras that track us, we have Chirons and stingers and all sorts of fun things. But it's clearly amateur hour over here because in China they have taken things to unthinkable heights. And we'll show you this video and you can understand how different it really is. There are levels to this game and we are playing it on easy mode. This is a piece of fairly large machinery that physically moves her chair with a seatbelt and spins her when Chat donates. A mere $7 USD, apparently. So I think we should have a button that puts us into a racing simulator. Okay. And we can't go back to the show until we get a sub 7 minute nerber ring time. Okay. I like that. That's fun. And it should actually be a free button. Yeah. So anybody can hit it. I mean, I do think we should get this exact device and just put Tyler in it. And then if Chat, every time we get a follower on X, for example, he could be spun. It is crazy. The level of interaction the Chat has fun with, like drink the Diet Coke with two hands every once in a while. But this is a complete different level of interaction. The generative UI stuff in ChatGPT, we talked about it yesterday.

Pull them up. You got. This is the best aura flip. You wanted to see this? Are you. Are you on the timeline? My computer's having. My computer is. There we go. Done. Oh, there's sound, too. Wow. Another person who dropped a nuke in Minecraft before Tyler could drop a nuke in Minecraft. Wow. Low, sketchy. Can't say I'm. Can't say I'm surprised. And then doing the kid flip is great. It's so funny that you can change these up. Can you imagine being 14 and seeing this? Amazing. Just absolute, absolute joy. Yeah. Here's Wyatt Walls. This is what we're all about. I'm pivoting to something LLMs can't do. Day drinking, 7,000 likes. Sean Frank is vague posting. We'll let you try and figure out.

To work carrying a venti whole milk quad latte in a double steak burrito bowl and head straight to the bathroom. Lots of jokes like that. PepsiCo says some really bad things. Joe Weizenthal shared PepsiCo CEO we don't feel good about the beverage business. PepsiCo CEO we're putting all the urgency to improve sodas. Yeah. Should they add alcohol to the sodas? Topo Chico, the sparkling water brand created a alcoholic seltzer. Do you think there should be Pepsi Pepsi Zero Diet Pepsi, Pepsi Max Pepsi spiked. What do you think? I think they should be optimizing for Pepsi Pro Max Ultra Pro Max Ultra. Yeah it is interesting that you know Coca Cola never did like a rum and Coke. You could just do that if you were trying to just skew Max and get the most number of stock keeping units around. Yeah, I don't know. The Promax Ultra should be like a magnum size bottle of soda. That's where things are headed. Okay, well let me tell you about Railway.

Please use the doordash cli to order me some orange chicken. Speaking of ordering food, Starbucks is thinking about buying Chipotle or they thought about buying Chipotle. The headline is Starbucks has explored taking over Chipotle, according to a Financial Times report. This is a scoop in the Financial Times. Let's see. They've explored merging the two companies in a megadeal. It would be a $41 billion market value for the burrito chain and it would rank as the large restaurant acquisition of all time. So the world's leading coffee shop chain has worked with advisors in recent months on a takeover proposal for Chipotle, which I believe had McDonald's as an anchor investor a long time ago. I don't know how divested they are at this point, but it's interesting to see that they're finding another dance partner. A burrito chain with a $41 billion market cap. The status of Starbucks takeover plans and whether the company has submitted any formal offer to Chipotle could not be determined. A transformative deal of this size might struggle to get off the ground, the people warned. And a tie up may never materialize. Given the complexity of combining two consumer giants. The early stage plans would also reunite Brian Nichols, Starbucks chief executive with the fast food chain where he made his name over six years stint as a CEO. So he was, he left Chipotle August 2024, went over to Starbucks from Chipotle. Chipotle has lost half of its value in that time, so he was, you know, performing well there. But maybe it's an opportunity to put them together. The combined market cap would be like 102 billion. And it's also just burden, you know, fast casual had been on a crazy run across the board. So I don't think it was, I don't think it was him leaving that caused the decline. But he clearly loves the brand. Um, do you. Man, it is so crazy to think about. There was a time in my life where I was actually averaging one visit to Chipotle every day. Every day. You know, some days I wouldn't go, but other days I'd go twice. Have you ever daily driven Starbucks? And now I'm not even averaging once a year. Whoa. Yeah, just moved on. What about Starbucks? Have you ever been a Starbucks guy? Nah. So, so, so bad. You know, like charbucks. That's the whole thing. Starbucks, the coffee is like burnt often or like it's a little bit more towards burnt. So they call it Charbucks. But I think it's because people at the time liked it, so that was more popular. And then they add so many things on top with, like, caramel and whipped cream that, like, you can offset the harshness of the raw black coffee ingredient. We got mosquitoes on the side set. Get the fly swatter. Do some damage. I'm shooing it away. Mike Isaac says Coworker who clocks in to work carrying a venti whole milk quad latte in a double steak burrito bowl and heads straight to the bathroom. Lots of jokes like that.

Agents, there's, there's a very interesting post in the, in the Wall Street Journal about a former NFL lineman who solved a decades old math problem. John Urschel gave up his career with the Baltimore Ravens to study math at MIT and he had this guy on immediately. He's so jacked. It looks like. Yeah, he's, he's definitely doesn't need the exoskeleton in the gym. He's a former NFL player. John Urschel decided to do some light reading this week and for him that meant leafing through the latest math papers from OpenAI about topics such as the Riemann hypothesis. Oh my Lord. He thought I was absolutely floored. Good rhyming. Urschel was blown away by the findings because he happened to understand the hundreds of proofs better than nearly any human on the planet. Nine years ago he traded the National Football League to for the the Massachusetts Institute of Technology. Crazy that you can take like that. Like the NFL has got to be an incredibly demanding schedule. Like you can take like thousands of hours off of your like math career and then like go back in the game and not be well. Not to mention getting just slammed in the head. Yeah, yeah. Oh yeah. They want you to believe in CTE counter example, make it make sense. One of one sample counter. No, he's possible. He's actually the smartest person to have ever walked the earth. So even after getting. Yeah, or it could be reverse. You get hit in the head and it like makes you even more of a genius or something. Yeah, it unstuck something. Yeah, sort of like a, like a magical realism. Tyler, is this gonna make you get into watching football? Yeah. Maybe you should scout out some future. Maybe you should play some full contact tackle football. Might make you better at math. You never know. Urschel was blown away by the discoveries and Monday instead of studying abstract play designs, he was publishing some impenetrable language of his own to prove a decades old math conjecture. Urschel's paper titled on the growth factor of random Matrices is one of of a deluge of AI assisted proofs that mathematicians have achieved in this new era when they can combine their genius with supercomputing power. But within this community of brainiacs, there isn't a single person quite like the 35 year old Urschel. After three years at the Baltimore Ravens, the offensive lineman, who is listed at 6 foot 3, 313 pounds, ditched his helmet and became a professional egghead in 2017. He hasn't regretted for a moment. He says, I Feel like I bet on myself in a big way. I'm living my best life right now. You love to see it. Long before Urschel became an assistant professor at mit studying matrices, spectral graph theory, and other subjects that sound like gibberish to just about everybody. Shots fired by the Journal. But I agree. He was an overachieving kid attending Penn State while playing for the Nittany Lions. He did more than pursue an ambitious major by studying math. And win. And he won the prize known as the Academic Heisman. By the time the Ravens drafted him in 2014, he already had earned his Masters. But a year after protecting Joe Flacco, Urschel started to miss his life crunching numbers. While he felt his analytical background was useful to him as a football player, for instance, he says it helped him learn the playbook. It didn't quite scratch his intellectual itch. That's when he decided to apply to become a doctoral student at mit, the school he had always dreamed of attending. He began moonlighting there in 2016. And so I know. I know what this is all setting up. What is this? He is gonna. He is gonna star in the next Terminator movie. Ooh, Football player. Math genius fights back. Triple threat. Yeah, this is exactly takes on the Clankers. Yeah, I would love to see it. I mean, you would hate to be a clanker with this guy walking you down, for sure. But he seems to be. He seems to be a friend of the Clankers because he has actually been using AI in to assist him in his research. So his acknowledgments in the paper that he published cites the help of OpenAI models and says that he welcomes any question about the role of AI, which is upending his entire field, he says. But supercomputers haven't dented the passion that this football player turned mathematician has for math. He compares it to his enjoyment of chess. He also likes chess. The computers are better than the humans. Yet he stills enjoy. Yet he still enjoys the pursuit of finding the right move. I really want to understand the why of things, Urschel says. It doesn't ruin the why. AI doesn't ruin the why. That's a very interesting thing. And I feel like. I mean, just in knowledge retrieval. Over the past three years, I have felt that I know a lot of obscure factoids about Silicon Valley lore. But when ChatGPT came out, I wasn't like, oh, no, the computer knows more about Silicon Valley history than me. They're like, oh, no, the computer knows more about the random company. You're Basically one of the top guys in your field. I mean, I did spend, like five years making YouTube documentaries about these companies, like, trying to learn a lot and, like, piecing it all together. And, like, ChatGPT can do that, but, like, it's been such a benefit because I. I want to know. So I'm looking up stuff all the time and I'm like, I want to go on the journey. I want to gain that information. And it gives that to me. It's weird. Very, very, very weird. We benefit from having knowledge and understanding within us. Like, it's nice to go through life. Yeah. And be able to understand things in real time versus reaching. Just because you have complete access. You have complete access to all the information you need. Yeah, yeah. I mean, there's still obviously the jobs question. How do you monetize that? If your job was just solving math problems or your job was just, you know, assembling, you know, sloppy research reports, you might be going through a process now, but I don't know. I'm still optimistic. I still feel like we're going to be hearing from this gentleman, John Urschel, for a very long time. Yeah. Maybe he's like, you know what? I'm going back to football. Math is solved. Going back to football. No. I don't know. I wonder when he actually gave comment for this article. This was like, yesterday. I mean, this literally Posted today at 8:00am So I imagine that he was on the phone with the Wall Street Journal over the past, like, two days because it's a pretty detailed profile. We should get him on the show. I'd be fascinated to hear about what he thinks. Yeah, I mean, I think people will be continuing to study this stuff for a long time and learning it to apply it for themselves. Anyway, creatine cycle's memeing it. He says, OpenAI, we literally solve math. Him says, nice one. Now please use the doordash cli to order me some orange.

A lot of people think that saving time is a big value proposition, and it is for busy people, for people that are entrepreneurs or working on complex projects. But the average consumer actually does not value their time. You would think they do, but they really do not. And so that is something that AI systems are really good at, saving time, but not something that most people actually care about. What people do care about is saving money. Saving or making money. And so right now, assistants actually are very good at doing this. However, the actual onboarding, like onboarding a user to the platform, most of them just have no idea what to use them for. And so we're trying to really dial in this onboarding, where we are immediately providing value. I mean, if we can immediately show someone like, we just saved you $100, that's a user for life.

I think these are all, these are all important questions. I mean the numbers are astonishing. You know, hyperscale is spending, you know, seven hundred and something billion dollars a year and potentially doubling like year on year. NEO clouds also ripping to billions of contracted revenue and you know, gigawatts of compute. And so I think again what I like with the state of the airport is like you get to kind of go back in time and see what the world was back then and just like contemplate some of the questions we ask ourselves today and consider if we even asked those questions a couple of years ago. I think it was only really like at GPT3 or so that the world was still considering that COMPUTE was important for training. And we didn't really talk very much about the need for inference at all, including the fact that some of the biggest inference companies today were not born as inference companies. So that's another sign that they didn't foresee the demand. So I think it's all just getting back to this point of like, we have incredibly powerful technology, just like 99% of the world doesn't know how to use it because the 1% that built it is not very good at educating the 99% about how to use their black box. So I would love there to be a sort of like Genius Bar for AI. I think like OpenAI should open a pop up or Anthropic should open a pop up to just get people Charleston AI. Charleston AI. There's someone doing this in Charleston Onboarding personally. Yeah, like a strip mall. Geek squad, I guess. Yeah, Geek Squad.

I think one of the cool things about New York is because it's maybe not as, you know, at the epicenter of AI right now, companies can actually build here to a lot of strategic benefit. You know, as an example, one of our portfolio companies, suno, they have offices in San Francisco, they have offices in Boston, but their biggest office is actually becoming New York City because it's strategically advantageous to, you know, maybe build around the market there and attract talent that is interested in consumer and you know, other sort of like non pure enterprise or infra areas. And so I think New York City offers a ton of advantages. Obviously we've, you know, we've probably talked about them on here a million times, like the intersection of many different industries, but we're seeing a ton of companies both in San Francisco and New York as well. And so, you know, there's, there's plenty of opportunity here. What do you think, Rebecca? Yeah, I mean, I also think, you know, USB was really started at this moment where an infrastructure moment was transitioning to a deployment and application moment. And in those moments, talent tends to diversify and opportunities tend to diversify on where they're located. And you saw companies grow in different places. We think we're in a similar moment right now where we've been in this kind of massive infrastructure build and you're starting to see this deployment and application era happen, which gets us really, really excited and something we're spending a lot of time leaning into. And so our guess on that and what we're starting to see is those, you know, those applications are built in many different places. You know, that being said, like our job is to invest in a relatively small number of opportunities that we think are dead on on theses. We're excited about by the best people and we're going to be where those teams are. And so we love the New York ecosystem and some of the companies are going to be here and many of them will not. How do you think the skill set.