No, just a fast takeoff in protein per serving. Yes. Anyways, I think this is. This, this has to be built on top of cloud kitchens. Cloud kitchens. I wonder if it's a separate company or it's just a subsidiary, kind of a front end for cloud kitchens. And. But either way, I think people just don't like paying delivery fees. And. And tipping, too, is still, you know, debated. Yeah. So you get part of it. Part of it is like, I feel like a lot of these things, if you just build it into the cost of the food, people feel better about it. But when you're. When people are forced to make the decision around tipping for something they want to do every single day, and it's like, well, you know, maybe it's great sometimes, maybe it's not, but you're setting these things oftentimes before. Yeah. A lot of the tipping stuff, it needs to be injected in the UI at the right time. And a lot of the apps don't necessarily prompt for the tip at the right time. If you ask for the tip before the service is rendered, it's hard to use the tip as a quantitative feedback mechanism. Exactly, Exactly. So I ordered delivery from a grocery store and I tip, like up front. Do they see the tip? And that's the other thing. I don't know. In theory, I'm like, I'm gonna tip because I want you to not throw the drinks a bunch. Exactly, exactly. I do that. But then, yeah, getting the fact that we've just normalized, getting an exploded bag of drinks in a bag is just funny. Back to the press release. Economy. Today's press release is out. Brookfield today announced the launch of a $100 billion global AI infrastructure program in partnership with Nvidia and the Kuwait Investment Authority. There are tons of press releases going out every single day. Danielle Tenreiro says running a business is all about partnerships. It's all about announcing partners. It's not even about. You don't even necessarily need to do the partnership. You just got to announce the partnership. I mean, the partnership economy is going crazy right now. The prediction market are obviously the most heinous offenders. With a new partnership, like every single day, it's hard to keep up with. We obviously are partnered with Polymarket and we want to celebrate them when they do great things. But there's a lot of these things going on. And so we tend to give you a little bit of a higher level. Review on the prediction market front. Somebody just leaked a bunch of screenshots from Coinbase's coming prediction market yeah, everybody's getting into this game. There's different approaches. Some are. Some are, like, partnering with existing prediction markets. Others are building it, you know, entirely themselves. I'm interested. I'm more interested to see if, when Coinbase does their prediction markets product, how are they actually running it under the hood? Are they taking on the responsibility of actually, like, managing the markets, being a market maker, what is that actually going to look like? They should just hire a guy on the other side of every trade, where you just go to Coinbase and you say, Look, I want 50 bucks on the Eagle. And the other guy says, like, yeah, I'll take that. I think they're going to lose. And that's how it goes. It should be a guy that you. Call almost like a bookie. They should acquire my bookie ag. Maybe my bookie AG should pivot to not having any digital experience and just lean into labeling. No, no, no. Lean into just the guy. Oh, the guy, yes. Become a guy company. Well, Cloudflare unfortunately had an outage yesterday. We were not affected, although. Tyler, do you want to take us through how we seem to be dodging exposure to Internet outages lately? What's going on? Well, so, I mean, to be clear, all my systems were fine, but I recently moved some of the kind of backend processes we use onto, like, a local machine. Yeah, you went on Prem. Yeah, on Prem. And then I used cloud for tunnels to help do API stuff. Okay. So I was worried for a second that the stuff that I moved off AWS onto on Prem was actually going to go down because of a cloud. Yeah, AWS was down, what, two weeks ago, three weeks ago or something? I think it was longer than that. Maybe longer. That one was rough. I feel like that day we actually did cancel a bunch of guests. There was a lot of stuff going on. We've had a few rough outages. But let's read a little bit of the of the postmortem from the Journal because it did make front page news, obviously. Sending our best to Matthew Prince over at Cloudflare and the team hoping for a swift recovery because we love the Internet and we love them. An outage that knocked swaths of the Internet offline was resolved Tuesday after drowning social media sites, disrupting retail sales and stalling transportation networks. Users visiting sites including X ChatGPT, DoorDash, IKEA Metropolitan Transport Authority in New York City were met with error messages related to cloudflare, a cloud provider used by major companies for security tools that protect from cyber attacks and traffic surges. A Spokesperson spokeswoman from Cloudflare said an unusual rise in traffic to one of its services at around 6:20am Eastern time caused traffic passing through the company's network to experience errors. The bug was fully resolved by 9:30, she said in an update. For several hours Tuesday, users were unable to access sites and services from retail and social media to financial services. The outage echoes problems with AWS Cloudflare and AWS services were effectively invisible to users, but their tools underpin many people. So I don't know if there's a full, full breakdown here. Last year, a bug in a. In a tool used by cybersecurity company Crowdstrike upended computer systems across the world. There's just a lot of these going on, but I don't think we have like a full postmortem. I would love to know exactly what happened. It's always interesting. We failed it. I'm interested to know what happens to the business when they have these outages because on one hand it's a great way to tell the world that the entire world runs on Cloudflare, or at least like a large amount of sort. Of a Super bowl ad. Yes, very much so, yeah. You gotta just like give everyone. And then you talk about the stress from the Cloudflare team, where anybody that's built a software product has experienced the product going down and the stress around that. But it's like when your product goes down and then many of the services that people use and love across the country and the world also go down, it's even more stressful. But it also probably brings a ton of traffic to the site and people might start evaluating some features and say, hey, maybe this is a good solution. I'm going to sign up and see how they kind of react to this. Well, I mean, the Cloudflare team reacted very well. They got a lot of praise for their response. Dane Knecht here says, or nact. He's the CTO of Cloudflare. He says, I won't mention words. Earlier today, we failed our customers and the broader Internet when a problem in Cloudflare's network impacted large amounts of traffic that rely on us. The sites, businesses and organizations that rely on Cloudflare depend on us being available. And I apologize for the impact. We caused transparency about what happened and we plan to share a breakdown with more details in a few hours. In short, a latent bug in a service underpinning our bot mitigation capability started to crash after a routine configuration change. We made that cascade into a broad degradation to our network and other services. This was not an attack that issue impact it caused. And time to resolution is unacceptable. Work is already underway to make sure it doesn't happen again. But I know I caused real pain today. Ooh, I know I caused. I know it caused real pain today. The trust our customers place in us is what we value most. Just taking full responsibility here. Lulu says well done response and the comments reflect that. People in the comments are very happy. Mert. Of course, always having fun. Okay, thanks Dane. But have you considered that Blockchain's handling 0.000001% of your load did not go down? Very funny. There was another company has a picture here from Shogun, I think says Cloudflare's comms playbook. I ask permission to commit seppuku because they're just fully throwing themselves down. Just being like, yeah, we're 100% responsible. We won't mince words. Pretty sweet. We should get into Mr. Hobart's piece. We should. He's joining the show in just a few minutes. Tyler, before there are breaking news. OpenAI new model. New model. Yeah. GPT 5.1 Codex Max. Okay. They are firing back. They're firing back. We were debating did they have the juice. Well, what's interesting is that Gemini 3, the one benchmark that it didn't outdo Anthropic on, it was better in a lot of benchmarks but it wasn't better at Swebench. Correct, Correct. And so that was of course a testament to Anthropic being really, really great at doing just something special in code. Obviously that's aligned their mission of reaching superintelligence through self replicating code essentially. But a fascinating like, you know, durability of their business that Even with this Gemini 3 thing that's so good at all these different things, Anthropic's still on top and Sweebench. But do we know how OpenAI is faring in this bench? Is there any reaction? What can you tell us about the latest model from OpenAI? Because we got to get to the bottom of it. While you look it up, I'm going to tell everyone about Vanta Automate compliance and security with the leading AI trust management platform. Also, Suno raised $250 million to build the future of music. I'm hit that. While Tyler pulls up the reaction. Great hit to open up the day. While Tyler gets into that, there is some breaking news. Glue has hit the public markets. Christian Tech Group tests investors faith in AI deals on Wall street. Debut shares in a company backed by former intel chief Pat Gelsinger Waiver after scaled back IPO I didn't realize that Glue was ipoing. No, I didn't know. Pat's company shares in a company developing AI software to connect Christian organizations across the US Wavered in its Wall street debut following a scaled back initial public offering. That's very cool. Glue counts Pat Gelsinger as exec chair and video rental store Blockbusters. Former chief operating officer Scott Beck as chief executive rose as much as 5% after it began trading on NASDAQ on Wednesday morning, having raised 73 million from investors. The average share price pop for a U.S. iPO that has raised 25 million or more this year is nearly 25%, according to Renaissance Capital Management. Founded in 2013, Glue hopes to pull the Christian faith into the digital age by using values aligned generative AI to distribute content and sell marketing services to ministries and community outreach groups. There's an imperative to shape technology for good on its own. It isn't good or bad. The question is what it's used for, beck told the Financial Times. And anyways, so wasn't tracking this one, but really enjoyed having Pat on the show a while back. Yeah, no, he was amazing. I'm very, I'm very excited for him. He's just like, I don't know, just fun to talk to. Let's run through Bern Hobart's Economist piece. But first, Tyler, did you give us any? Yes. So previously the Codex SW bench verified was 73.7 and now with like the highest reasoning, it's at 77.9. Okay. And then Sonnet 4. 5 is it's always kind of hard to tell like what exactly it is because people measure it differently. Yeah. Don't they take some of the questions out sometimes? Yeah, sometimes they do that. So so Sonnet 4.5 is like officially 77.2. So that's lower. But then with Parallel Test Time compute, it's at 82%. So it's kind of unclear what that like really means, but it's definitely better. This is a big improvement. Isn't Parallel Test Time Compute just a real guy who's just kind of sitting there being like, oh, don't actually don't do it like that, do it like this. I think that the main headline is that they said, yeah, tool use. You kind of find. You find a dude who's a bit of a tool and you tell him, hey, I can't solve this. You got to do it human. I got to kick this One out to you. Do this arc puzzle for me. Aj, our incredible brokers. In the chat he's talking about the office debacle. He said lmao. I still can't believe that happened. Maybe something landlord brokers should disclose before too tour. He's in the chat watching us. AJ's been incredible. Finding us every possible space in the greater Los Angeles area for the next ultra dome. Highly recommend here in the LA office market. Yes. I also recommend Figma. Think bigger, build faster. Figma helps design and development teams build great products together. So we have our update. We will keep monitoring the GPT 5.1 Codex Pro Max. One more thing. There's an interesting headline. They said there were some tasks. They found that the model worked for more than 24 hours which is like that's it. You know, if you're following that 1 meter chart where it's the time horizon, that's super interesting. Definitely good sign. Okay. Have you ever worked for 24 hours straight? Buckle up. It depends on how you have to. Take it for a spin. See you hit that branch Tyler Bench. I would love to know what it actually is doing for 24 hours. I want to know the prompt and I want to know the output. Yeah, that's what people are asking. Yeah. Of course they didn't say that in. The press release because it's like just sit there. It was working on the easiest problem. Just trying to debug it because it's so. Yeah. Or I mean there is a world where it's like, hey, the prompt is like just go take a crack at Every single open GitHub issue on every repo for as long as you can and work on it. And then you're basically just wrapping another for loop around it. And it's like, is that one continuous? There's obviously a lot of. But even if it is, that, that's cool. Having a task that you can continuously work on. Totally. Just having a kind of plan that you can maintain. You don't get lost. Is still like a big improvement. Yeah. No, I mean in general I would imagine that there's maybe some SaaS productization, but there's also just some a ton of value to having agents that sort of roam through your organization continuously and clean up data or look for different errors or just do opportunistic tasks. That seems very valid. Trey says count for 24 hours. Yeah, count for 24 hours. Mr. Beast has literally done that count. There's a YouTube video up. It's 20. It's probably. I think it's 24. What about. What about doing one wrap of 135 every five minutes for 24 hours? I would probably get. That would probably really hard get absolutely brutal by. I don't know. I don't. I don't know if that would think. I think you would. I think most people. It sounds like. Doesn't it? Yeah, it sounds very easy, but I imagine it'd be very difficult. Anyways, we have to talk about Bern Hobart. Bern Hobart, the legend. The king of bubbles. The King of Bob talk. Yeah. He wrote the book on bubbles. He wrote the book on bubbles. Yes. He's in the Economist. He says how I Learned to Love Financial Bubbles by the author of a book on bubbles. So tech stocks have sold off this week over fears of frothiness and artificial intelligence AI. I love that economists adding that in. Some investors were no doubt surprised by. This, but for the others, some reader out there is just like, thank you. I never put that together that artificial intelligence was the thing that people were talking about. We have a very broad audience of the Economist. But I absolutely love the Economist. I've been a subscriber for probably over a decade. The signs of an AI bubble have been there for some time. Cluli, whose original product was a tool for using AI to cheat during Zoom job interviews, raised $15 million and then dropped its cheat on everything tagline and pivoted to being a more benign AI meeting assistant. More serious AI labs have been able to raise 10 figure sums at 11 figure valuations, not just pre revenue but pre product. Individual researchers have reportedly been offered nine figure signing bonuses. And in the past year, the spending commitments made by a single company, OpenAI, total about 1.4 trillion, a sum equal to 1.2% of global economic output. A frenzy like that is enough to make you long for the relatively sane and responsible days of the pets.com sock puppet or the synthetic CDO Squared. You want to continue reading? Yeah, but bubbles are tricky things. The default school of thought is that they're driven by irresponsible speculators who aren't trying to invest in great companies, but to buy something they can flip to someone more gullible. A more benign theory is that they're a wealth transfer from rich investors to everyday consumers. People who bought telecon firms junk bonds in the late 1990s lost their shirts, but the rest of us were blessed with bandwidth cheap enough to support the likes of YouTube and Netflix. This is one of my favorite takes of his, is that in the bubbles, like when bubbles pop, rich people actually get hurt more than Main street, which I think is not how it's framed most of the time. It's because, yes, there are some retail traders that go crazy and put, you know, they have a five figure net worth and they put it all in the most risky NFT and they do lose it. Like there are some anecdotes like that. But in general, most people have a pretty diversified, you know, you know, asset base, whether it's their house or their, you know, their stocks in a retirement fund. And those fluctuate a lot less than someone who's in the most risk on positions. Yeah, we're doglur, the first AI native dating and vibe coding platform for dogs. We've raised $150 million as part of our seed. As part of our seed. Part of our seed. Dog learn. It's hilarious. There's some truth to this. To this day, America and Britain benefit greatly from rail networks whose construction turned out very badly for the original investors. But there's another way to look at bubbles. The participants in the AI race are all building products that are economic complements to one another. You need the turbines that power the grids that power the chips that run the models that power the products. And you need firms to build their growth and hiring plans around the expectation that ever more of their work will be done by AI, but that every company and every employee will be automating different sets of tasks. If TSMC builds hugely expensive chip factories but the big AI labs all decide they've spent as much as they need to, those factories are a stranded asset. But when asset prices are loudly signaling that the technology is real and the economics will be compelling, it encourages those complementary investments that actually make it happen. There are countless historical examples of this. The car industry's growth implicitly subsidized oil production, and vice versa. Electrification followed a similar path. Appliance manufacturers had to operate on the assumption that utilities would wire up more households. And those utilities had to bet that once power was available, ge, RCA and the like would give people something to plug in. During the heyday of Moore's Law, chip companies raced to build ever more powerful chips, and software companies rushed to ship products that would use them. It's hard for any of this to happen without entrepreneurs getting excited about a business based on its hypothetical future rather than its present profits. And it's impossible for this process to keep going unless investors, too get excited. Naturally, one side or the other will overshoot. This hasn't been a technological revolution in history. There hasn't been A technological revolution in history that didn't at some point get overhyped. That's always obvious in retrospect, but less so when we are in the cycle. An investment researcher once circulated an essay called A home without equity is just a rental with debt, warning that house price appreciation was driven by loosening underwriting standards and would inevitably lead to collapse. But it was dated June 2001. Wow. That's crazy. Even at the post it's so early because it's true, it's seven years too early or six years too early. Even at the post crisis low a decade later, the Case Shiller index of American house prices was still 18% above its when that piece was published. Wow. Wow. I mean this is like the bitcoin bubble stuff. Yeah, yeah, it's going to crash. And it's like, yeah, crash from 100 down to 90 or whatever. Yeah, it's like. Similarly, media coverage of.com described trading as nutty and quoted an investor saying I don't really know anything about the company. But that article, the Wall Street Journal on the Netscape IPO was published in the summer of 1995. At its post.com low in 2002, the NASDAQ 100 was still 40% higher than it had been then. Signs of a bubble aren't necessarily signs that it's time to sell because they precede the peak of the mania by an unpredictable amount. Anyone who read the quite cogent arguments against buying a house in 2001 or buying tech stocks in 1995 would have benefited financially from completely ignoring them. The famous dictum Apocrypha Foley attributed to John Keynes is that markets can remain irrational longer than you can remain solid. Keynes didn't say that. That's funny. I always thought that. Really? Yeah. I mean that's, that's, that's like his. Well, no, it's not. No, I know, but yeah, attributed to him. We'll have to get to the bottom of that. But this presupposes that everyone has the same information and that irrational traders are simply ignoring it. It's more in the spirit of Keynes to argue that the economic growth is partly a matter of believing that it will happen recessions and when people and companies start to spend as if they're over animal spirits and booms persist when some participants are building the infrastructure that others need to make that boom happen. When OpenAI announces a splashy new scale up or Meta declares that it has found yet another opportunity to raise its planned capital expenditures, they're signaling to AI users coders lawyers, writers, whoever, that they'd better be prepared for smarter models. The more people and organizations gear their behavior towards a world in which AI is even more powerful and ubiquitous, the more they're locking in the demand that justifies all of those eye popping expenditures. In the end, a bubble functions like an industry cluster that exists in time rather than space. If you want to be a movie star, you move to Los Angeles. If you want to start a hedge fund, you move to New York. And if you want to be, if you want a part of being first to something in AI, first to build, first to use, first to profit from asset prices, are insisting that now is the time to act. I love it. Fantastic. Oh, someone in the chat was saying earlier they were expecting Nvidia to beat and then trade down 5 to 10%, which I feel like is the consensus view now. Which means that I think we might see something else. Something else happen. Who knows? It's all been very unpredictable. Well, I'm very excited for Burn to join the show. I'm also excited to tell you about Julius AI, the AI data analyst that works for you. Join millions who use Julius to connect their data, ask questions and get insights in seconds. Really is like a UAV for your business. It is. Although that's night vision. That's not the UAV sound. Play the uav. UAV online. That's the UAV for your business, baby. Crazy. Crazy. While I was reading, Ben got me this. What do we got here, Ben? That's bub talk, baby. Wow. That's actually a lot of bubbles. I like that. Whoa. All right, so we will be ready to go when Byrne joins the show. Hopefully those don't get on the camera. There is a. There's some pretty crazy news. The founder of an ADHD startup is found guilty of conspiracy in an Adderall case. What a crazy story, Ruthia. He gotta give credit to Will for like predicting this. Like years ago at this point he was just saying, like, all this stuff is. Yeah, like seems deeply. So back in 2021, Will Menitis said on October 3, 2021. So four years ago he said telemedicine psychiatry startups have driven an unprecedented wave of amphetamine abuse. So he was worried he was sounding the alarm bells four years ago about ADHD medications being overly prescribed, too easy to prescribe, he said after tweeting this, an executive@helloahead.com DM'd me from an anonymous account details of my care history with them, asking that I delete the tweet or caveat that they are not bad. This is an unimaginable violation of patient privacy. And it's like a threat. Just the worst person to do that. It's also insane because he didn't specify, he didn't call anyone in particular out, but then he got a threatening message from one person in particular. So that was very rough. Just say you're responsible. Yeah. And so Will has followed it up and said, worth Remembering that in 2021, 2022, many major healthcare venture investors funded a cabal of Internet pill mills that operated with mafia tactics to silence regulators and drive an unprecedented wave of amphetamine dependence in the United States. Well, today there has been some justice, I suppose, for these ADHD startups. And so a jury found Ruthiea he guilty of conspiring to distribute controlled substances after her startup, Dunn Global, became a ready source of Adderall prescriptions for more than 100,000 patients. The jury found he and Dunn's former top doctor, David Brody, guilty on two conspiracy counts and four counts of distributing controlled substances. The former CEO was found guilty of conspiring to obstruct justice. So the company was the subject of a series of articles in the Wall street journal from 2022 to 2024. Maybe they got. Maybe they're reading. It's interesting that tech and venture basically decided, like, doctors were a bug, not a feature. Yeah. It's like, yeah, why waste time talking to a doctor just to get the medication that you want and that, you know, you need? It's like, oh, actually like having having somebody that is like pro, you know, even if it's slower, like having somebody that's there and actually understanding the patient and having some personal connection with the patient feels very much more and more like a feature. And also having the economic incentive of the doctor being like, they get paid a lot of money and live a great life just to give great advice and follow the Hippocratic oath and be like a penalty member of their society. Not to increase conversion rate. Exactly. As opposed to like piecemeal. How many scripts did you write? That's the pill mill model. And so defense lawyers argued that he invented so during a seven week trial, prosecutors argued that he sought to enrich herself by making it easy to get Adderall and other stimulants. While the government classifies this as a controlled substance with high potential for abuse, the startup collected more than $100 million in revenue. And the defense lawyers argued that they just wanted to make it easier to get the drugs when there was a shortage of Providers, quote, I think the goal we want to optimize is to help patients manage their ADHD in a convenient way. And there's some good reasons for that. Not everything. Sometimes you actually can't get to a doctor. There were good arguments on both sides, but in this case, it does seem like they. They pushed it way too far. There's some crazy, crazy quotes in here. Whoever is the first person to get arrested, I'll buy you a Tesla. Ruthie told concerned staffers, saying, like, don't worry, you know, bend laws. Don't if you get arrested. A former company executive. I'll buy you a car. Testified that CEO encouraged staff to, quote, unquote, bend laws. Okay, I'm encouraging everyone here who works for TVPN never bend the law at all. Operate within the law. Operate within the law, Tyler. 100% looking at you, Tyler. Operate within the laws of physics. Yeah. Don't bend the laws of physics. You're studying physics. Make sure to operate within the laws of physics. Always. Yeah. Whoever is the first person to get arrested, I'll buy you a Tesla. That's a crazy thing to say. Was that in writing or was that just like a quote from one of the employees? No, that was the former executive testified on the stand that this was said by the CEO, which is pretty crazy. Anyway, fortunately, the bubble in ADHD medication is winding down as the justice is being served. We have Bern Hobart in the Restream waiting room. Let's bring him in to talk about other bubbles. More positive bubbles, more beneficial bubble. It is great to have you here. We brought the bubbles. Awesome. You to got.

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What do we got today, John? What's your take? My take is do you want iMessage in Gemini 3? Do you want iMessage in your AI assistant in your personal superintelligence? After Meta Connect, we left saying, wow, the virtual reality, the Call of Duty heads up display is here. It's arrived. The Meta Ray Ban display. And the technology was really cool. The glasses did. Didn't look that crazy. And the heads up display, like the actual hud, was really high quality, like you could actually read what was going on there. But where we left it was wow. If it doesn't work with imessage, I can't imagine wearing that because my whole life is imessage. And I was just kind of reflecting on this idea that like imessage has kind of emerged as my personal ERP system. Remember when VCs used to be like, oh, we need a personal CRM? And it was like you're. You've just turned every one of your personal relationships into a business relationship and now you should be using an actual CRM. And many VCs do use actual CRMs. Even if it's like catching up with coffee with a buddy from their MBA program or whatever. Like people will track that because it makes sense. These are professional relationships, so they should be professionally managed. Maybe in a CRM like Adeo. Adeo.com the AI native CRM. The AI native CRM. Where is Adeo? Here. I have a new. I have a new list. I'm getting the blood flowing this morning. I'M glad I'm enjoying some movement. But personal CRMs never took off and I noticed that like imessage has kind of become like my personal data lake, my personal ERP system. Like it's my single pane of glass. Like if it's, it's the, it's the source of truth. It's like the system of record for my personal life. And also we use it for business and stuff. I don't know how unique I am. I feel like a lot of people are, are stumbling into this world, sleepwalking into this world where they bought the iPhone. They were like, yeah, it's cool, it's got all these apps. Like I could switch to a different phone and like truly you can't if your whole life is an imessage because there's so many different chats, there's so many different, like you know, the images and like imessage has really, really grown to the point where it's not just like one on one text messages, it's all these group chats, it's sharing of locations and documents, files, all this stuff. Files that were shared, you know, PDF that was shared over a year ago. Totally, totally. And, and so my question is it seems like imessage is important for the heads up displays, for the smart glasses. Will it be important for Gemini? And we were debating this right now, imessage, when you go in there, the only AI experience you see is those Apple intelligence summaries which are sometimes very funny. I was laughing about it, summarizing one, is it declared over? Because if someone says it's so over, it will just rewrite these. It doesn't get the jokes. Other times it'll just say PNG image shared. And sometimes there's funny, sometimes it's a little bit useful. But in general I think that all the Apple intelligence features will get better. With Gemini 3 we saw on the benchmarks we demoed the product. Gemini 3 is definitely a great model, the best model potentially right now. Apple will be able to implement that all over the place and they just won't have to worry about do we have a good foundation model to build on. So they'll be able to stuff it everywhere. But what does the actual flowback look like? Because Google and Apple are famously like walled gardens. Like they can't really just interface with them. Some of the best walled gardens of all time. Some of the best walled gardens of all time. And I was wondering about if you, if I'm, if I'm using. So the average consumer will just see Apple Intelligence and they'll really just see Siri and they'll be like, when I ask Siri the history of the Roman Empire, it does a great job giving me the history of the Roman Empire. It doesn't necessarily get confused and hallucinate because it's using Gemini 3 under the hood. But the consumers I don't think will expect if they wander over to Gemini 3 hosted on Google Cloud Platform or Google AI Studio, go to Gemini 3 Pro, Google's most intelligent model with state of the art reasoning, next level vibe coding and deep multimodal reasoning. AI Studio build, that's the URL. I think people won't necessarily expect that if they're interfacing with Gemini over in Gemini World, in the Gemini app or in Gmail, they won't expect it to connect to their imessage even though it's the same model that's powering both of those. And Apple will say that that's for privacy reasons and consumers won't know to ask. But I'm kind of curious about that because that would be an interesting feature and I don't know if you would even want that. Like would you want to be able to go to the Gemini app and have it be able to pull a file that was shared with you in an imessage group chat and then do something with that in the Gemini app? Is that a feature? The only thing that I can think is I feel like my entire life runs on imessage and it doesn't feel like Apple is super motivated like actually building for power users. And so if there was a way to get more value having that data within Gemini, right, Like hey, draft me text message responses to people that I've texted, you know, more than one day that I haven't responded to in the last two weeks and have draft a bunch of messages that I can then just go through and at least like look over and respond to. Yeah, but I don't know, I'm, I have zero faith that there will be. Any sort of portability, any jumping of the, of the wall. And the reason for that is Apple's paying Google to white label to effectively, yeah, white label the model, leverage Gemini in the next version of, of Apple Intelligence and they're just going to be focused on integrating it within their ecosystem deeply. And I think if they weren't paying for it, Google would have been able to negotiate for quite a lot more and potentially more interoperability between the products. Yeah, I feel like there might be some magic that comes out of a deeper integration between these two things. It does feel very different than Google Search because the models are actually intelligent. And could I think that the obvious draft a summary, like the example that you gave draft a response to a text message. I don't know if anyone would even want that. And I do think that Apple Intelligence will be able just to do that out of the box. I'm imagining more of like when I go to an LLM to prompt it for a gift guide. If it has access passively to imessage, it can understand. Oh, like people have been sharing these links with you to things that could be gift. Here's the context around the context. Maybe they shared that link with you. Being like, lol, I would never buy this someone for Christmas for free. Someone for Christmas. Or they could have been from a family member saying, you know, this has been like, I would write to Santa for this. And they're like alluding to you actually wanting to buy them for that. So, Tyler, what do you think? I think like when I think of AI in communications generally, I think it's more like the vision is, let's say I'm trying to set up a meeting with Jordy. It's like I have an agent. My agent talks to Jordy's agent, they sort everything out if we should meet, when we should meet, where we should meet. And then it's kind of done completely separately from iMessage. Even so I think that's more of my kind of ideal vision of what LLMs and messaging look like, where it's basically, I'm not even doing actual messaging. I'm not sure how important it actually is that it interfaces with iMessage. I mean, obviously it's good to search through your messages. That's useful. But yeah, I just wonder. The reality of everyone's life is that they use multiple messaging systems. They use email and WhatsApp and Signal and then iMessage and Twitter DMs. And there's never been a successful unification of these. But I was laughing to myself thinking about like a humanoid robot. Because like a humanoid robot, you could literally just like be like, here's the phone, here's the passcode. Go respond to every message on my phone. And like, it could do that and it would be impossible to like, there's no like data wall that you can put up at that point. Really? Yeah. I mean, maybe if you're like world coin scanning constantly to, you know, like eyeball scanning to get into the actual, the actual app or something. But it reminded me of like George Hotz was saying that like at a certain point the, the, the full self driving like it's like you don't need to worry about car compatibility because it's just a humanoid that gets in the driver's seat. You want a driver. I thought that was such a funny take because it's like yeah, like right now, Toyota. I believe it's Toyota. But a few of the carmakers are basically saying like no third party self driving kits. Like we are encrypting our OBD 2 ports like the actual port where you control the car. We're not going to let anyone build on top of us because we want to own the self driving stack on top our vehicles. So no, no third party kits. And it's just very funny to imagine like well how are you going to stop a robot from just sitting in the driver's seat and shifting the gears and, and, and, and pushing the pedals anyway? Restream 1 live stream 30 plus destinations. If you want to multi stream go to restream.com Lisa Lisan Al Gaib has more. Gemini context said Gemini 3 Pro is the first LM to beat professional human players at GeoGuessr. Wow. We gotta watch. Who's that? Who's that? The amazing geoguessr guy. Does he just go by geoguessr? What's his. Oh, I know who you're. You know what I'm talking about. The greatest game of GeoGuessr. This is the guy, he's in the thumb. Rainbolt. Rainbolt. Yeah, Geo Rainbolt. I want to see his, his reaction to that and see how, how he's doing. He's just crying. Crying on stream. He's done a few. Like this is one of those things that I think is actually still going to be wildly entertaining. Even when they like chess. Right. Like watching him figure out where something is down to a single street is still going to be impressive and probably entertaining. It's a pretty cool benchmark. I'm surprised by this, but what is this? Oh, so it got a higher score but lower country percentage than a professional player. That's fascinating. I wonder, I wonder what that says. So. So it outperformed on score but it underperformed on guessing the country. And I wonder if that's something like it's using different heuristics that are like less intelligible because a lot of the heuristics that you'll watch the geoguess use, the really good professionals is that they will be able to identify like this col of signpost is only used in this country. So even though it looks like it's a tropical, that helps me understand it's this country and not that country. And that might be something that Gemini 3 Pro is not picking up on, but it's still doing a better job of understanding just the references. Also, this feels like it has to be overfit on geoguessing because didn't Google create all the geoguesser data source? Yeah, it's all just Google Maps. It's Google Maps. It has to be in the training data, like, perfectly. So even if it's like, not intelligently thinking, like, the beauty of watching someone play GeoGuessr is that they're not just doing memorization. They're not just like, oh, I know that street. I know every street because I've memorized every street. They're actually applying a whole bunch of heuristics and patterns and matching. Yeah, that's probably true. But also, I remember with the. I think it was the GPT5 release, people would submit just a picture they took, like, on their phone of, like, themselves, and it's like, where am I? So that's not like actual. I mean, that's not from Google. Yeah. It's not overfilled. It would still do, like. Well, okay. Yeah. Yeah. Also this is. Yeah, they nerfed that pretty quickly because there was so much. There was. It was. Could easily be abused. I remember I uploaded a picture of outside my house and I could. I could tell. I could tell by its response that it knew exactly where it was. Even though there's no street view because it's a private neighborhood. And like, it was basically like saying where it was. Like, I knew it knew exactly where we. I knew it knew, but it just wasn't giving, like, specifics but so much. Like, it was within like. Like at least like a mile. Yeah. 2.6m says we should play a round of GeoGuessr on stream. We should. We should get. We should figure out how to actually wire up, like, games. We've done it once before and it was pretty fun. I'm also curious where the deepthink model ends up on this, because this is still just. This is just 3 pro. Deepthink must be do even better, right? Yeah. I mean, you would imagine. Yeah. So, yeah. How would you benchmark the 3 Pro versus GPT5? Because it seems like 3 Pro is not equivalent to 5 Pro. 5 Pro is more like DeepThink. Yeah. If you're looking at, like, price and like the. How long. Yeah. How long it takes to generate. Got it. Yeah. So 3 Pro is like 5 instant. Or is it like 5 thinking? It's 5 thinking. It's 5 thinking. And then 3 flash. If that comes out, that will be instant. Yeah. Like 2.5 light or flash. Or there's flash light. That's more the instant model. So it feels like most of the labs are coming out with, like, three variations on speed right now. Maybe something along those lines. And then maybe a Deep Research product adds like a fourth to the end. But that's like more of a specific. Yeah. Like, Anthropic has Sonnet, Haiku and Opus are like the three. And then there's like, thinking on all of those. But it's kind of a similar breakdown. Yeah. I wonder. I wonder if Gemini will do a model switcher at some point. Like right now. I mean, I guess, like, AI Mode has some of that, but maybe they just are. They just don't have to worry about the actual GPU cost at this point. So they're not. Authority needs it. He couldn't figure out how to find the. The thinking model. Oh, yeah. You need the switcher. You need the switcher. It is funny that. I asked the model, what model are you? And then it said that it didn't have access to Gemini 3. Yeah. That is something that they should, like, hard code in because it is very frustrating. It's happened a number of times where. It just makes it feel not intelligent. Yeah. Where I've said, like, okay, like, I want to use the latest and greatest. How do you actually do this? They should definitely make that URL or that explanation available in the prompt so that it can answer questions like, you need to sort of, like, bake in an faq since you imagine that people will be interacting with the chat directly. Yeah. Well, it seems like there's some difference between the naming conventions. Right. Where, like, the, like, lab, like, DeepMind wants to come out with. It's like a new model. Right. So it's three. It has a number. But then on the product side, you see, it's like numbers are kind of confusing. So they want the consumer to just see, like, faster thinking. Yep. But then for people who, like, want to use the new model, but they're using the consumer product, it's, like, pretty confusing. Yeah. I mean, the name scheme is very funny right now. There's. I mean, everyone has, like, different models, fast and thinking. But then there's also, like, Deep Research, which is deep. And then there's deep think, deep thinking and deep research. And that's very hard to communicate the difference between there. Unless you're following this stuff very closely. Closely. And then the create videos with vo, but then instead of create images with Nano Banana. It's the nano. It's the banana emoji. And then just create images. And so there's like not a lot of like symmetry in the, in the way the UI is laid out. Because I think everyone's moving so fast in this category that it's like, just get it out ship the code word. Oh, the code word leaked. We got to go with it. Like there are still people who know Strawberry in the context of OpenAI, which is like a wild thing to be at the level where like no one knows like the code word for the next iteration of the Diet Coke can or whatever. Like, I'm sure that internally there was some project for this, but like there aren't like people following the industry that closely. Maybe there are, but certainly not on the consumer side. So yesterday Google announced Google Antigravity, their new agentic development platform. Marvin Von Hagen, one of the most powerful names in tech, said, which IDE did they use to build anti gravity, Windsurf or Cursor? And Silas over at Cognition said, so Google just forked the Windsurf code base and they even forgot to remove the Cascade branding in some places. Cascade is a part of Windsurf's product, which is obviously now by Cognition. This is funny that they kind of miss this and I think it's fair for the Cognition team to dunk on it. That being said, they, of course people did buy spend however many billions on acquiring the Windsurf ip. So not super surprising. But yeah, I mean you'd think like step one is find and replace. You know, just find and replace and just like anywhere in the code base, remove the old branding and put in the new branding. Do you have any Rune was moving quick. Kind of hard to do this. I remember like, I mean it should be really easy. But I remember like months after the Twitter X takeover. Yeah. You would still find on. On docs Twitter branding. I mean that was still like, that's months ago. I would, I would see that is. That is true. Yeah. But less imperative to actually make those changes in my opinion. Right. It's like also that's a living. That's a living breathing service and there. And that might be a little bit difficult if it's like, you know, twitter.com is baked into some DNS and if you switch it live, like you're going to have a bunch of downtime or something like that. Like, like this is a new product like you can, you can just like the code base is just dead. It's just sitting there like waiting to run and then you're just about to ship it. You'd think you do control also I. Think this was in their launch AI. If you got the best AI, you think you'd say hey, go and fix this, go make this change. I also think this was a part of. Wasn't this a part of Google's launch? Wasn't it in the launch video? I'm pretty sure the screenshot is from the launch video. Oh really? Which makes it excellent. No, no, no, no. I don't think so. I don't think this is in the launch video. The launch video is like very minimal and this is like clearly has like a streamer in the corner looking at it. But anyway, whether you are excited and bullish or bearish on Google because of this, head over to public.com investing for those that take it seriously. They got multi asset investing. They're trusted. Kyle Chan says this is the big story here. Google trained Gemini 3 Pro on Google's own TPUs. No mention of Nvidia chips. This is pretty crazy. I mean they've been doing this for a while but Nvidia is announcing earnings today and it's pretty crazy. Like the biggest store in AI is not really relevant to the biggest company in AI. Best model ever created from a benchmark standpoint. Didn't use Nvidia chips which are supposed to be a monopoly. Right? Yeah. And so yeah, I don't know. This doesn't feel fully priced in yet to either company. But then again, right. It's so hard to predict demand over the next five, 10 years that maybe it doesn't even matter. Yeah, I wonder how much because if TPUs are not for sale, Nvidia does have a monopoly. Like you can. If there's a monopoly on. If Nvidia truly is the only seller in the market because Google is not a seller, then yes, they still extract monopoly power from every other buyer because every other buyer. Yeah, I'd love to buy tpus but I can't. So you're the only game in town still. But it's a very weird dynamic where you do have two very clearly performant products that are not actually driving down cost. It must be very frustrating if you're somebody else. But that's why every other. All the other labs are working so hard to develop their own chips or bring AMD online. There's a whole bunch of different efforts in this. Do you know the background here? From this post, it's extremely Google that a flagship consumer product is named as a reference to inner org drama that happened three years ago. Well, there's lots of people saying that. They require context. Let's see if anyone. Anti gravity. No. Oh, oh. Is Anti gravity the reference Zodiac. The zodiac Gemini refers to twins. Google's Gemini is a reference to two formerly distinct labs, Google Brain and DeepMind that were merged into one lab. Google DeepMind. There we go. I think that's it. Yeah. And I guess the interorg drama that happened three years ago was just this idea of DeepMind was acquired in but Google Brain was still running. Isn't this a reference to Gemini as in the constellation of the Gemini twins, referring to the consolidation of twin organizations. I like that. That's actually a pretty good name. This original post makes it sound much more dramatic like inter. Org drama. But in fact it's sort of a way to keep. Keep the lore going basically. Anyway, let me tell you about adquick.com out of home advertising made easy and measurable. Say goodbye to headaches of out of home advertising. Alex. He has a Q and A with demis over at DeepMind. He says world models. Alex is on a tear. He's on a tear. Sources he's averaging like the challenge when writers go and journalists go independent is actually figuring out a way to get enough scoops to justify a subscription business model as a standalone company. Alex has been. It's basically been at least a scoop a week or like big, very interesting content. Big stuff too. Yeah. And I don't know, just like it's interesting seeing like there's a bunch of. There's a bunch of interesting things. I mean he did that interview with Mark Zuckerberg that was like seated hour long, you know, in depth interview. There were some big scoops that came out of that. Some funny takes about the. About the bubble. Basically. I think Mark was saying like yeah, we might overspend and that was sort of a viral moment. And then doing Some Q&As also it feels like maybe great timing to just. You look at the stats on this. 57,000views 477 likes Link in the core image. I mean I get it. It's like it's a. It's an scoop, it's an important story. But it feels like a year ago this post would have been buried by the X algorithm. And so we'll show it to three people. Really, really great timing on that as well. So just catching different opportunities and capitalizing constantly. So very, very exciting. But the actual quote that Alex Heath is sharing from his piece in Sources News, which you can go subscribe to, is he says world models are the thing I'm spe spending most of my research time on. I'd love more TPUs. You look at seed rounds with just nothing. Being tens of billions of dollars is not quite logical to me. Taking shots, shots fired. Do we have the gun? Do we have the gun now? We removed that. Oh, we removed it. Okay. Might have to add it back. I like that we need a taking shots, jumping in. Just a note on TPUs. Alex says when you talk about the constraints Google has more computing access with TPUs than most companies, I would think that Google could just go all in on your team's work. But Google also gives TPU access to other startups and even rival AI labs. Do you ever just go give me all the TPUs? And Demis says I'd love more. But there are business requirements to balance. There's short term and long term revenue and all of these things need to be balanced and smoothed out. It's a huge advantage. We have TPUs in our own stack and we co design the TPUs with the TPU team based on where we know we're going software wise. But yeah, there isn't enough compute in the world as we all know for everything that we want to do there are always competing things. And then there's the question of what is the return on that amount of compute. It can be a research return, a new product investigation return or direct revenue. GENIE is still in the exploratory phase in terms of what we may eventually do with it. So anyways, well, if you're looking to. Manage a bunch of TPUs get linear, meet the system for modern software development. Linear is a purpose built tool for planning and building products. Greg Brockman looks like he's hanging out in dc. This has to be Washington dc. Yeah, this was last night. This was last night. He says the future is bright and he's pictured with David Sacks, his wife of course, Elon Musk Jensen Huang. What a fantastic photo. Tyler did a green line analysis on this. I think Tyler was getting a little wild with this one. It's barely, barely a green. Not beating the. I don't know, I think he's standing up pretty straight. He's a little leaned over, not full. It but we got to pull. Elon is the is standing up extremely straight with some wild shoes. People are saying what are those shoes for? It's Nvidia earnings day. You got to look for any signal you can possibly get. Yes. Pull it up. It's at the bottom of the timeline. Squad, here we go. Here we go. So everyone is pretty dynamic. That is a very accurate line. You did him dirty with that line. I drew the line perfectly. No, no, no. I'm with Tyler. He's. It's all about center of gravity. Right? Center of gravity. Anyways, I think Jensen will put on a show later, right after the show ends. So we will look forward to finding out more. Okay. Well, Elon was pictured wearing some very, very crazy shoes. These are his SpaceX shoes. I don't know who made these. Look at these. Whoa. Would you rock these? Could you pull these off? I think the team likes them. I'm not. I'm not. I don't think. Are these. Are these, like, were they made in collaboration with some. Another brand or these just. I don't know. Is he vertically integrating Drip? I don't know. Yeah. Did he make his own shoes? I have no idea. These would. These would go for. I have a feeling they'd go for quite a lot. Yeah. They seem pretty cool. Let me tell you about Fall to build and deploy AI video and image models trusted by millions to power generative media at scale. Bobby says they look like Yeezys. They do look like Yeezys. That's right. Quarter. The quarter app has dropped the. Oh, I got to follow them. Why am I following them? Quarter app has dropped a. An announcement that the Nvidia earnings call will be tonight at 5:00pm Eastern Time. As soon as we log off this stream, you can head over to quarter and start streaming the Nvidia earnings call. Jensen is there. Pictured, all eyes on Huang, and they've done a fantastic job developing this image style. I feel like it's been 2025. The meta on X has been exploding in terms of, like, image macros. We've had a ton of fun with the trading cards. These have done extremely well. Anything where you can bring design and just tell a little bit more of a story, give a little bit more context, texture, something breaks through. And every time they post One of these 3,000 likes, people love them. Scroll down if you can, because somebody ran this graphic through midjourney, and it's crazy. So bad by comparison. I mean, it still goes pretty hard. Yeah. The arm there is looking a little. It's also an interesting testament to, like, I know that the corridor designers use midjourney, they use AI, but they are really, really deep in the SREFs. They obviously have a whole bunch of different stylized prompts. And then it seems like they're also doing a ton of work in post processing, layering text on top of it. They've created like a visual style that's distinct. I'm sure people will copy it, but it's definitely create, created its own sort of style and broken through and at the same time like it, it doesn't feel like, yes, there's AI involved, but it doesn't feel like if you just threw, you know, this, this prompt at a random person, okay, hey, go make one for, you know, Coca Cola next week. I don't know that they could necessarily pull it off even if they had a mid journey subscription. Like, there's still a lot of like inspiration to understand. Like what is the texture? What is the, what is the style? Right now on Polymarket, will Nvidia beat quarterly earnings is sitting at an 87% chance. The real question is how will it trade after the fact? Yes, it feels like we're in this weird market where you can beat on earnings and then sell off because nothing is ever good enough for the street right now. But we will see. Nvidia is such a big story now that just the fact that they are going to have earnings is essentially front page news, at least of the business and finance section. Nvidia and jobs data coming reports will provide key signals for investors after a market pullback. The fog masking the direction of the American economy and future of the artificial intelligence boom is starting to lift after mounting scrutiny of stratospheric tech investments as well as a blackout of federal data during the longest government shutdown in U.S. history. Wall street awaits two that stand to reshape its outlook for the months ahead. AI poster child Nvidia is due to report earnings after the closing bell Wednesday, offering a snapshot of demand for chips that are in that are a linchpin in the tech mania that has lifted markets and helped buoy the economy. Also with the Nvidia news, it's like, how much can you actually read into AI demand based on Nvidia earnings? Because I feel like we're projecting out like these deals five years in advance. We buy the chips, then we install them. Like, are we really seeing that whole rumored decline or deceleration in ChatGPT growth? If that is real and that's happening and ChatGPT usage is starting to plateau from 800 million weekly to hey, next year it's gonna be like 900 a billion. It's not going to be 5 billion next year if that's happening. Are we expecting that to show up in the Nvidia data this quarter? Like probably not. Right. Because like OpenAI has projected out five years of demand for GPUs. So I don't know, it seems hard to actually read into Nvidia's earnings as a, as a, as a real snapshot of demand. I mean, I guess demand for chips certainly. Yeah. A sell off in Nvidia has dragged down indexes with Peter Thiel's Macro hedge fund and others dumping shares. Sort of crazy that that's in the Journal. Yeah, especially, especially when it's the equivalent of, you know, the average person in tech selling like a $10,000 position in the company. Yeah, it's like not, not like super notable. With no statement either. With no statement. Oh yeah. He was also on Rogan talking trash. It's like nothing. The tremors extended beyond other AI names into crypto gold and more. Even Warren Buffett's latest big bet on Alphabet hasn't staunched the bleeding. America's richly valued stock market has retreated in similar fashion several times during its years long run up. In every instance. Bargain hunters snapped up stocks, tech companies out profits and the economy kept on motoring ahead. Love it. The fact that there's. Yeah, we can move on. Yeah. I mean the reason there's fixation. Nvidia's currently. It's like 8% of the S&P 500. That's crazy. So it matters more than any other. This feels like the most important earnings call of the year. Given the sell off in neoclouds, given the just like pressure and debate around OpenAI, given, given Google's investment in progress with the TPU. I mean there's so many different factors. In related news, it got announced this morning Musk's Xai Nvidia to develop a data center in Saudi Arabia. It's a 500 megawatt data center in Saudi. Xai is working with Nvidia and a Saudi Arabian partner to develop a data center in the kingdom. Musk said Wednesday at an event with with the Crown Prince. They're teaming up with Saudi Arabia's AI company Humane. This can be 500 megawatts or enough electricity to power several hundred thousand homes for a year. The announcement came at the US Saudi Investment Forum. Of course. The Crown Prince announced a trillion dollars of investment in the U.S. yesterday, President Trump touted Saudi's investment in the U.S. and the partnership between the two companies countries. My question is like there's no information here on how this data center is going to be used do we expect XAI to be operating and competing as like an AI cloud or is this going to be something that they want to have a local version of Grok. Right. And to me it seems much more likely that they're just going to be in the. They just want to be in the data center business. Yeah. Oh yeah, that's a very interesting. And to me that's always made sense because Elon is clearly fantastic at that. Pretty much best in the world. I mean he was mogging Microsoft for bragging about how many million work hours. 15 million work hours more than and so clearly very good at large scale physical infrastructure build outs, getting access to energy, doing things on a ridiculous time horizon. And so in order to support xai's valuation, I could see them trying to get into that game. Yeah. I mean there's also the possibility that if there is strong US inference demand, but latency is not an issue, it might be valuable to actually just co locate the data center next to the oil so because maybe the energy is cheaper mid journeys I believe been doing that for a very long time doing inference internationally because the data center demand during peak hours in the United States is more expensive than across the world. Let's pull up this video and while we do, let me tell you about graphite.dev code review for the age of AI. Graphite helps teams on GitHub ship higher quality software faster. Let's go to Elon Musk saying AI and humanoids will actually eliminate poverty. Eliminate. And Tesla won't be the only one that makes them. I think Tesla will pioneer this. But human robots but, but AI and humanoid robots will actually eliminate poverty and. Tesla won't be the only one that makes them. I think Tesla will pioneer this. But there will be many other companies. That make humanoid robots. But there, there is only basically one way to make everyone wealthy and that. Is AI and robotics. And we can't talk about robotics without AI. What do you think? All, all problems in the world solved by one product. I love it. I mean it's not the craziest take over a long period of time. You give everyone the ability to sort of marshal anything. I wonder if we'll redefine poverty at that point. Poverty will be not having a beachfront property, a beachfront mansion or something. Something that's truly scarce that even in. A my land thesis even an army. Of humanoids can't necessarily give up on their own island. This is, you know, we joke about land a lot. We joke about it being the most undervalued asset by the current generation of investors. But land is the one thing that even with an army of humanoids, like, you can't as easily, like, copy and paste, right? Like, it's just. It's just. It truly is scarce. It's not like land. It's not like land on the blockchain where people were like, no, like, you can buy this plot of land on the blockchain and that's yours forever. And somebody's like, what if I just make another blockchain? Exactly. And I can also get from this piece of land, I can get from this piece of land on this blockchain to this other piece of land on this blockchain in a second. Yeah, it's ridiculous. If you have enough humanoid robots, though, then land is actually not that hard to. To get. Why? Because you're saying, like, you would just put enough dirt in the ocean and like, it's like, oh, or you go to Mars, you had this ocean, or you have a robot army. Robot army. Oh, and then you just steal. Then you just take. But, but I think, I think what Elon's saying is, like, if you assume universal basic humanoid army, everyone gets 10 humanoids. And so the humanoids can cook for you, they can give you shelter, they can clothe you, they can give you health care. So you get everything that, you know, would typically be bucketed in poverty, but there's still scarce resources. There's only going to be one Mona Lisa, and so you got to fight over that. Orange is in the chat says the humanoid form factor. Silly. Make it an R2D2. I'm actually surprised. Yeah. So one Matic. I gotta. I gotta give a shout out to Matic. My Matic has been running. No, no, personally. Been running it at my house daily for months now. That's fantastic. And it has worked flawlessly. Yes. Go check it out. I had like. You know, I feel like everybody's been disappointed by, like, a vacuum robot over the years. And so I didn't have the highest expectations, even though setting it up was, like, fast and it got to work quickly. But I've been shocked at how just, well, it's worked and haven't had to think about it. You replace the. A little bag every once in a while and it's great. But R2D2 form factors. Would love to see more of that. What do you want out of an R2D2, though? Because the Roomba form factor, the Matic form factor, where it goes and cleans, that's pretty useful. But if you Is it an R2D2 that it can fold your laundry, do your dishes? You need to sort of define a few different because clearly we're going to be in the age of spiky intelligence and also spiky humanoid usage. Like they're going to be good at some stuff. And so I think in R2D2 form factor you could reduce the number of motors that you need. Yeah, but what does it carry more weight? Right, Carry. So it's going to carry you. Are you going to ride it? No. Explain what it's doing because in the classic Star Wars R2D2 is like basically just like a hard drive that like carries like a video. Like that's all he does the whole movie. Yeah. But you can imagine he does a little thing. It has a number of different. What does it have? What does R2D2 have? Have you seen the movies? Doesn't have like a screwdriver. Has a screwdriver that's basically a USB cable that comes out and like plugs in when it's like you could just use wireless to hack the network or whatever. That's true. No, the other challenge with that form factor is as a screwdriver. So it's great if you have like a one story home. If you have a second floor. RTDT is kind of cooked. RTD2 starts asking like totally cooked. He's like, hey, we're going to need some more capex. I need some. Can we get an elevator? Elevator please. Elevator please. I think if you're Robot Wars. I think the. If you want to talk about like Star wars form factors, I think the optimal is General Grievous or whatever. The one that has a bunch of arms. Yeah, it can walk around like a normal human, except it has more arms. No, I completely agree with that bunch of arms form factor. Yeah. Everybody wants to make a humanoid. Nobody's trying to make the general Grievous. General Grievous is six. Way better, way better lightsabers. You distilling R2 D2 as it has a screwdriver, it's like the most just completely mogged. But I mean truly, other than just being like cute. RGD2 can't even speak English. Think about that. R2D2, it just goes beep boop beep boop boop beep. Again, I mean the implication was like the general form factor of something that can roll around and has. Has a lot of different capabilities built in. It doesn't have any capability. It has no capability. What do you possibilities can we pull up General Grievous on the screen. We need to be grievous. RTD2 hacked the death Star and saved Luke from the garbage disposal. Yes. Two things that could have been done with wireless networking. It didn't need to plug in for that. It is a hard drive. I'm getting into battle with the chat right now. Can we tell the story of us risking our lives yesterday? We really should. Yeah. This was truly incredible stuff. So we're looking. We're in the Ultra Dome here for at least another year, but we're starting to think about our second the next Ultra Dome V2. We want to get slightly more space. There's a number of different things that we want. There's General Grievous. That is the ideal humanoid form factor. And if you're not building that, it's a zero. What are you thinking? I think Optimus would look way better with six arms. Not scary at all. It is crazy. They do the quadrupeds, but no one's really working on the six legged, six arm. Like the really crazy creepy stuff. There's been a couple humanoid robots that look really scary where they're like, wow, let's put it up on the meat hooks. Remember that one? That was crazy. That was a wild one. Was that the video where it started. Going, no, no, no, that's a different one. But this was a company that was like, here's our presentation. Like, we're ready to release our humanoid. And they were like hanging it up on meat hooks. And it looks so spooky because it was using muscle fibers, basically. Nathaniel Smith is very bearish on R2D2. A cell phone can do most of what R2D2. Completely agree. R2D2. Cute for sure. Like, definitely, like, fun to have around, but more of just like a toy companion. And you know, we looked at that lamp and that lamp. We were kind of like, what is that lamp? And I think there's just like, it's just delightful. Like, it's just nice to have around. It's like this Turbo Puffer here thing. Search every byte. You know, serverless vector and full text search built from first principles and object storage. Fast 10x cheaper and extremely scalable. Like the Turbo Puffer. I mean, obviously we're sponsored by them, but this is something you might have in your house just because it's cute. People like having cute things. Many people have asked and having an R2D2 in your house would be be cute until it runs into a stair and goes tumbling down and Smashes into a million pieces. Anyways, so we're looking. So we found a space that we love. It's dome. Like, we're looking for a space in LA that is fit for the ultra dome. There's not a lot of things that qualify. And so we had looked at the space a couple times. I had seen it with Ben. John and I drove by it, and then we went back to look, do another walkthrough. You were. And we're getting like. I'm like, extremely. You were pitching me. You were pitching John on. Oh, don't you. Here's where this thing goes. Here's where this goes. You made us. On the way to the show in the morning. You make me poke my head through the window. I was really. Then we go back at the keys. We go in really selling John on it. It's a beautiful space. It's like a few minutes from where we are now. Made a lot of sense. Sorry, sorry, sorry. Ethan says R2D2 was the original digital guy. Yeah, Digital guy is incredible, for sure. Sorry. Anyway, so anyways, we go for the third time to this space, and I'm just selling John on every inch of the space. I'm like, this is what we're gonna do here. This is what we're here. Here's where the truss is going to go. Here's where the production team's going to go. And we're just walking around, kind of getting a feel for it. And we're basically wrapped up. We're super excited about it. Not necessarily ready to make an offer on it, but certainly, like, we're like, okay, this is by far the best option that we found. We've looked at a bunch of things. It checks a bunch of the boxes. Checks a lot of boxes. And right as we're about to leave, John, like, looks over and there's, like, a closet door with a key in it. And you just, like, walk over. I just watch you walk over and, like, open it up and you start looking around. And first I make the joke. I'm like, oh, this is like the intern closet. Because it's like this really long, narrow, like, hallway thing that's just like. It's like the worst room you can imagine. And so the idea of putting Tyler in it was. Was at least entertaining. And then we're like, wait, what's that humming sound? And there's, like, this box that's, like, covered up. And it's just like this, like. Not super loud, but just, like, constant humming sound. And we asked the broker we say. It'S super weird because it was drywall. Like, you walk into this big room, it's a big room, and then within that big room is a massive drywalled box with no entrance. No entrance to the box, but it's drywalled. Like, you don't usually see drywall inside of a room that's not. Doesn't go all the way to the ceiling. And so it was very. And so we walk into this room. While they were hiding something, basically, and there's no. See, there's no purpose to the room. Yeah. Other than it just stores the box. It stores the box. It has no entrance. It has no. And it's humming. Yes. And. And we look around. John's like, what's in the box? And the real estate broker says. The broker says, oh, that's just the machine that cleans the soil. And we were. No, no, no. She said. She said, that's just the machine. That's just the machine. And we're like, oh, like, what kind of machine? What kind of machine is in there? And she's like, don't worry about it. She's like, don't worry about it. It's not a big deal. Yeah, just like, you know, buildings have machines. Sometimes there's a machine in there, and. It'S always on, but you don't. It's. It. We took that out of the square footage, so don't worry. Oh, yeah, that was a wild one. We're not billing. We wouldn't bill you for it. And so we were like, okay, what type of machine is it? And then she goes like, it's a machine that cleans the soil. And we're like, is this on, like, some sort of haunted burial ground or something? Like, what are we doing down there? This is a hazardous waste site. And she goes, again, really not a big deal. I would worry about it if you were going to buy the place, but since you're just planning to lease, don't worry about it. And then we were like, okay. Like, the more you tell me not to worry about it, like, I kind of want to know more. So what's it cleaning up? And she's like, oh, I mean, it's 85% of the way clean. We're like, what's getting. When did this process start? How long will that go? Has it been going for 100 years? We're like, will the box start an hour ago and it's just gonna be 15 more minutes? You gave us no context to actually project out what 85% of the way means. And finally she's like, there was a laundromat here ago. And we started piecing it together, and we kind of like, don't want to press her on it too much. So we leave and start doing some Googling. We figure out that it's not a super fun site, but apparent. Apparently there was a laundromat there that was using toxic chemicals that. No, it's a machine shop. Oh, a machine shop. Oh, that's what we figured out. So they said laundromat. And apparently laundromats can give off toxic chemicals that, if they get in the ground, can be very cancerous for a very long time. This was apparently a machine shop, like almost 100 years ago or something. And they're working on cleaning the soil. But I still don't even understand how you clean all of the soil under a massive building without causing a collapse. Is it like a whole bunch of tunnels that are digging around? It's a bunch of R2D2 robots? Maybe it's a bunch of R2D2s, honestly. Anyway, so she's still saying, yeah, I really wouldn't worry about it. It's just, like, not that big of a deal. It's just a machine. It just runs. You won't even know that it's running. We'll keep the door closed. And granted, the machine would be, like 10ft from the set. So we'd be sitting here doing the show, and you just have the. The death machine running right there always. So anyway, it was very, very bizarre. It was one of the funniest jump scares ever. Very good. It was such a good bit, too, because I'm far more health conscious, I think, than you and even you were thinking. There's no way we're gonna lease an ultradome that has a death machine that always needs to run. I just. I found it so fascinating that it could sit there and clean the soil for years with a massive machine the size of a giant room. I want to learn more. I want to know what that machine is. I want to know what to invest in that company. Exactly. That's what I'm going to do. We got to figure out how to make money on it. You got to have the CEO of whoever makes that machine on the show. I want to get to the bottom of it. We need to do a deep research report. Tyler, can you fire off Gemini 3 Pro? Deep thinking max 24.7 mode. Where it works for ages, it works for eons. So I found two groups. CDE group, soil washing equipment, Our wet processing equipment extracts maximum value from hazardous soil. So is it just that corner that has the hazardous soil? What I want to know is, is it going under the building and then over so that underneath us over here, the machines here, is it digging a tunnel that goes underneath the building and then washes over here too? Is there a network of tunnels under that building? I have to know. We have to go back. We have to lease this thing. We have to buy the building just to get to the bottom. Just to get to the bottom of it. I have to know. I'm ravenous for information. Yeah. The cool thing is they use physical and chemical methods to separate heavy metal. That's super cool. That's super cool. That's exactly what we want. That's exactly what we love. Well, in other news related to water. I think I found the machine. We gotta pull it up. We can't leave people hang it. Yeah, I dropped one of the makers of these machines. It sounds like fracking, right? Yes. If we could frack directly some natural gas out of the soil and then use it to power a natural gas turbine that we use to run the show, empower us. I'm down for that. While you're looking that up, let me tell you about FIN AI, the number one AI agent for customer service. If you want your AI to handle customer support, go to FIN AI in the Water News. Okay, you want to pull up that and then we can go into the Water News. I got to talk about Andy Massley. At some point, this show, I just. I want to see your reaction when you start to see the scale of this. The scale of this contraption and how it pretty much perfectly fits into the box. Yes, yes, yes. Fracking with extra steps. Language, please. Was someone swearing? I don't know. Anyway, let's pull that up. Let me also tell you about Profound. Get your brand mentioned in ChatGPT. Reach millions of consumers who are using AI to discover new products and brands. Let's see about this water story. Andy Masley is going back and forth with. What's her name, Karen. The AI and the environment, somewhat related to our own environmental story that we could kind of go through. How we doing, boys? There we go. Look at this, John. Okay, okay. This is from GN Separation Core equipment for contaminated soil washing. And you just look at this machine. This is pretty much exactly what would have been in the. In the, in the room soil washing. You have to wash all the soil. And there's a graphic. If you scroll down a little bit. More, I want to know It's a simple process. It's 85% done. It's 85% done. We just need to get the hazardous waste into the decanter centrifuge and then get it into the non acceptable solid second wash. Then take the acceptable solid up to the coarse screen, into the washing fine screen. And then take the washing chemical and bring it up into the washing reaction tank, put it back in the centrifuge, push it down into the soil filter, press, dewatering screw, press, and then move it back up through the hazardous waste. John. And you're good. You're good. So Doug is asking if it's behind drywall. Like, is that because it generates fumes? We have no idea. Maybe it does generate fumes. We have no idea. We still don't know how they access. It without knocking down all the drywall. Yeah, we don't know how they access it. Is the drywall just up? And also, I really want to know, like, was there another entrance that someone could go into? Like, like, what if the machine breaks while we're there? Does someone come by and change out something? Does this machine need to be turned off at night? Does it require, is it fully automated? Does it just run for years, would we have never seen a technician come by? What if it gets jammed? Like, is it just the most flawlessly built machine in the world that never breaks? That seems unfathomable. All machines break. All machines need some level of attention from time to time. But maybe it's the most perfect machine possible. And the machine is of course made by Heibei GN Solids Control Co. Which is a China based company. Wow. Well, we don't know that this is the actual machine machine, but who knows? Anyway, let's go over into the environmental impact of artificial intelligence. There was a very funny post from Henry Thunberg who says, whoa, I had no idea that AI uses 5,329,584 water per year. That's insane. Like, it uses just one water. Yeah, people are all over the place with the water thing. It's so interesting because no one is debating that it uses a lot of energy. Like, you could just have all the same discussions about energy. We're actively burning natural gas for a lot of this AI stuff. All of the old school don't cause global warming by burning fossil fuels. All of those claims apply to AI today. You could just make those claims, but instead everyone seems to have been like caught up in this water. Oh, the water usage is so bad and it's like you had right here, which was like, we're burning fossil fuels and that's bad. Is it because water feels more scarce to people than electricity? Maybe energy in general? It's like, it's like if I can't drink water, I die. But if I can't access natural gas, like I can still live maybe. Yeah. Or the sun beams energy on the earth daily. Yeah. And maybe it's easier to spin move out of that being like, well, we're doing nuclear and solar tomorrow. Next year we're doing, we're doing nuclear solar. So. So like you don't. It's not a gotcha that I'm using natural gas today because tomorrow I'm going to be using nuclear and solar. Maybe, maybe. Whereas the water issue might be like, more like. It's not as concise to wrap up in a bow. But anyway, we covered this story yesterday a little bit and I, and I wasn't able to pull up the original post. Andy Masley called me out, he put me in the truth zone. He said, john, you follow me? How do you not know where the story broke? I broke the story. And yes, Andy Masley, you did break the story. And so we wanted to run through a little bit of this post to actually understand the claim about what he's saying went wrong here. And basically the high level is that he says this is the single most massive factual error in a major book I've ever personally noticed on my own. And I think I'm the first person to notice it. IT Empire of AI asserts that a data center is using 1000 times as much water as a city. In reality, it's 22% of the city's water. And so the chapter turns to Chile. We talked about this a little bit. It's a unique combination. Look at this line again. So the line says, in other words, the data center could use more than 1,000 times the amount of water consumed by the entire population of Cerrillos, that Chilean city, roughly 80,000 residents over the course of a year. How justifies this number in the notes saying, in other words, the data. The Google environmental impact report to sea stated that the data center could use 169 liters of potable water a second or 5 million. Oh, it's right there. That's the same number. 5 billion liters a year. According to the Water Service Authority in Cirillos, the municipality consumed 5 million liters in all of 2019. The Google, the year Google saw to come in 5 billion liters a year divided by 5 million liters equals 1000. Something isn't adding up here. It doesn't make sense that you could use 1000 times the amount of water used by that city. And so Andy Masley has successfully put this book Empire of AI in the truth Zone and we thank him for his service. Let's go back to the timeline. But first let me tell you about numeral.com. let numeral worry about sales tax and VAT. New product from Travis Kalanick. That's exciting. Big try picnic.com request picnic. Travis says I'll come out of Twitter retirement for this one. Picnic at work lfg. Great job with Picnic is delivering lunch directly to your office floor with no fees and no tips every day from 50 plus restaurants. Sign up up your office for free. Okay, there's only one benchmark for this stuff. We gotta look at the benchmarks. What's the max amount of protein? Is it over 200? Are they protein maxing? Is it over 200? Because we saw a major, major jump in, in the amount of protein in a bowl yesterday with sweet green sweet greens at 108. Now this is the most important benchmark in the bowl economy, which I'm a huge fan of. But are we seeing acceleration? Are we seeing a fast takeoff in the amount of protein? I want to be seeing 200 grams of protein, then 1,000, then 10,000, then 100,000. It should be 10x every year. Just 10x that. Yes, exactly. Everyone's always talking about fast takeout, but we need to be talking about a fast takeoff. Fast casual takeoff. No, just a fast takeoff in protein per serving. Yes. Anyways, I think this is actually this, this has to be built on top of cloud kitchens. Cloud kitchens. I wonder if it's a separate company or it's just a subsidiary, kind of a front end for cloud kitchens. But either way, I think people just don't like paying delivery fees. And tipping too is still debated. Yeah. So you get. So part of it is, I feel like a lot of these things, if you just build it into the coffee cost of the food, people feel better about it. But when people are forced to make the decision around tipping for something they want to do every single day, and it's like, well, maybe it's great sometimes, maybe it's not. But you're setting these things oftentimes before. Yeah, a lot of the tipping stuff, it needs to be injected in the UI at the right time. And a lot of the apps don't necessarily like, like prompt for the tip at the right time. Like if you ask if you ask for the tip before the service is rendered. It's hard to use the tip as a. As a quantitative feedback mechanism. Exactly. Exactly. So. So I will. When I order, I order delivery from a grocery store. Yeah. And I tip, like up front. Do they see the tip? And that's the other thing. I don't know. I don't. In theory, I'm like, I'm going to tip because I want you to not throw the drinks a bunch. Exactly. Ex. Exactly. I do that. But then, yeah, the fact that we've just normalized getting an exploded bag of drinks in a bag is just funny. Back to the press release. Economy. Today's press release is out. Brookfield today announced the launch of a $100 billion global AI infrastructure program in partnership with Nvidia and the Kuwait Investment Authority. There are tons of press releases going out every single day.

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