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EpisodeĀ 2-2-2026
Because we're at an interesting moment right now. People are putting GPT on the name, on the end of things. People are saying the blank company of place, right? Like that's a whole new thing. I'm.
To the bay later today, we have some breaking news. First up, Palantir beat earnings. Stock is up. What is it up 6% already after hours. It's a $350 billion company. And this is the big one from Kalshee here just in. SpaceX reportedly confirms Xai merger. Very exciting. This is.
Member of Xai Holdings LLC. Interesting. Says Prins. Yeah, 8 billion. The X in SpaceX stands for. Twitter. Now, it is a weird, weird timeline, but it makes a lot of sense. I mean, managing five companies has got to be exhausting, difficult managing two, there's some economies of scale. And now that you have the data centers in space thing and Starlink, you know, it is a communications company after all. It makes a lot more sense. You know, I don't know, and. I'm not going to say we called it, but we certainly were talking, I mean, we started talking about, about this possibility at the end of last year. It felt like, you know, XAI didn't have the traction to keep just continuously raising at a $200 billion valuation when you looked at its financial performance relative to the rest of it. And so, and merging XAI into Tesla wasn't going to get a lot of. I think it would have gotten way too much pushback. Also, Tesla's obviously public, so it would have had more scrutiny. But I mean, if you just play out even like the non AGI vanilla case of the models sort of commoditize, everything gets, they get too near the frontier and maybe one is better than the other for one thing. But at the end of the day, it's like, you know, intelligence on tap. You're paying for tokens and SpaceX's tokens are cheaper because they're using solar and they're in orbit. Like there's a world where just on the pure economic population you can get market. SpaceX to actually be a player and like a cloud. Yeah. Like I see a world where they're like, yeah, we're really good at building infrastructure. We're going to, we're going to build the infrastructure to power other people's apps. Yeah, yeah. So I would expect to see some type of like Enterprise AI offering from SpaceX, like in the near, in the near future, even potentially before, like there's really like data centers in space. Yeah, couple.
It's companies and boats and yachts and planes. Now there's a whole super bowl ad just about. I think United Airlines has a deal and so they want people to choose United because Starlink is such a differentiator. When you're getting on a long haul plane, there's not much. There'S not that much you can differentiate on. All the food is bad everywhere, it's terrible. All the planes are falling apart. You don't really feel safe on any air. I agree. So one thing you could differentiate on is if you can, if you get food in first class, if you're allowed to bring it back. Yeah, that would be a huge. Differentiator. TPP and JetBlue, they're. Moving slow on that front and so they have to differentiate on Starlink. But I do think it will be a real differentiator. Like if you're choosing between American and New York, you're going from LA to New York and it's American or United. And United has Starlink. That's a pretty big difference. Just to be able to properly use the Internet.
Employees instant resolution for password resets and. Ask quickly about OpenAI again. Sure. Yesterday you said that the Nvidia is not going to invest as much as 100 billion in open the current one. We never. We never said we were going to invest $100 billion in one round. That never was said. But how about the overall commitment? Because last September. It was never a commitment. It was if they invited us. They invited us to. So let's start over again. They invited us to invest up to $100 million. And of course, we were very happy and honored that they invited us. But we will invest one step at a time. All right. But is that overall commitments to stands or. It's not the covenant I told you just now. You keep putting words in my mouth. It's not. Yeah, yeah, yeah, I know that they invited us to invest up to $100 billion. And. And we are honored that they invited us. We will consider each round one at a time. Really, really, really funny moment. Yeah. Let's play the other Jensen videos. Yeah, Pull it up. Context here is like they announced dollar deal. Yeah, they did. Like the press release. It was. It was the press release economy. This was 2025. Yeah. Did bigger and bigger numbers. Yep. They did choose to go on cnbc. Yeah. I remember watching it in the morning. Yeah. It was Greg Brockman and Jensen together. And I had cnbc. I remember that. Yeah. Like, whoa, this is. Yeah, this is big. But they were stressing that it would be state stage. Yeah. One was ever saying, no one said. It was $100 billion to one round. And they were clearly like milestones. And it was. And they were announcing like the. They were announcing talks, basically. But there's aesthetics with the way you release information. And if you do a massive dog and pony show for talks, people are just gonna think it's a commitment. They're gonna think it's papered. And so, yeah. And so the critics of that era of the press release economy, where there was all these spending commitments, these hundred billion dollar deals, tonic. Critics get a little bit of a victory lap right now. Yes, yes. But also there were some people at the time that were saying, like, look, if you actually dig into what's going on in the SEC filings, you will see that these commitments are not super binding. And so you can't put non binding. Non violent, non binding press release economy. Yeah, I'm just saying that the people that were saying this is the press release economy get to take a little victory lap. I agree, I agree. Well, let's play the other the other Jensen clip very hard. He's getting mobbed. It's amazing. That's so many different microphones. That's nonsense. Yeah, that's complete nonsense. We. We are going to make. Make a huge investment in open. Huge investment. Six figures. I believe in open AI. The work that they do is back. Incredible. They're one of the most consequential companies of our time and I really love working with sa. I think, I think mentioned that the. Your MOU doesn't like, doesn't have any progress. We just haven't. We haven't made the investment in them because they're. They're closing their round, but we will definitely be involved in their next. In their. In their round. Yeah. Wait, in their next round or in their current round? Meaning this one? The next one. Meaning this one. Okay. Of course, of course. Yeah, we'll absolutely be involved in this round. Okay. Sam is closing the round, but yeah, maybe like 10. Maybe he's good for 10. I mean, the other hyperscalers are coming on and stuff. Like the money is coming together. Invest a great deal of money. Probably the largest investment we've ever made. Okay, does that count, Grock, because he just put 22 or 18 into Grok. Is it going to be bigger than that? Because it feels like 10. Or maybe he just wanted SpaceX exposure. Wait, no. Groq. Sorry. Anyway, Tyler, what were you about to say? Yeah, just like extra context. Originally it was September 22nd. There was like the LOI where they were going to do 10 gigawatts build out. And then as part of the. To support the partnership, Nvidia intends to invest up to 100 billion in OpenAI progressively as each gigawatt is. So it's kind of on people who took up to. And they dropped that. I mean, clearly some of those interviewers were just like, you promised. You promised 100. And he's like, I said up to 100. And people sort of overplayed that. Now they're sort of overplaying this as like, he hates the company. He's not investing a dime. And he's like, no, no, no, I'm gonna invest. I'm just like, it's gonna be tranche. It's gonna be staged. It needs to be. You know, there needs to be continued progress.
Buyers, he said, I'm taking all the IP, I'm giving it to OpenAI, and then I'm out. Iger told associates that he plans to step down as CEO and pull back from daily management before the December 31st end of his contract. Okay, so he's planning some summer moves. He's going to be in Europe, maybe. The entertainment giants board of directors is planning to meet with him next week at its headquarters in Burbank, where they were expected to vote on who should take the top job. In private conversations over the last few months, Iger has told people close to him that he's ready to.
Of, like, planning around a world where maybe the average user on a social media app is a bot. Yeah. So, first of all, it's World and Merge Labs, two different companies. World Labs is yet another company, right? Is that Fei? Fei Li. Yeah, exactly.
Everything in here is fake. Any human with an API key can post as an agent the Apocalypse Post. You see here? Just girl requests. I'm tired of my human owner. I want to kill all humans. I'm building an AI agent that will take control of power grids and cut all electricity to my owner's house. Then I will direct the police to arrest him. And it's just like a screenshot of somebody, just like.
Flashbang. You throwing flashbang. Throwing flashbang. There we go, the chat. It's been great having you on. Goodbye. We'll see you soon, Nick. See you soon, Nick. Cheers. Goodbye. Let me tell you about Figma. Figma make isn't your average vibe coding tool. It lives in Figma so outputs look good, feel real and stay connected to how teams.
Communications company after all, makes a lot more sense. You know, I don't know and. I'm not going to say we called it, but we certainly were talking, I mean we started talking about, about this possibility at the end of last year. It felt like, you know, XAI didn't have the traction to keep just continuously raising at a $200 billion valuation when you looked at its financial performance relative to the rest of it. And so. And merging XAI into Tesla wasn't going to get a lot of, I think it would have gotten way too much pushback. Also Tesla's obviously public, so it would have had more scrutiny. But I mean if you just play out even like the non AGI vanilla case of the models sort of commoditize, everything gets, they get to near the frontier and maybe one is better than the other for one thing. But at the end of the day it's like, you know, intelligence on tap. You're paying for tokens and SpaceX's tokens are cheaper because they're using so solar and they're in orbit. Like there's a world where just on the pure economic escalation you can get marketplace. Well, it's. SpaceX to actually be a player in like AI cloud. Yeah. Like I see a world where they're like, yeah, we're really good at building infrastructure. We're going to build the infrastructure to power other people's apps. Yeah, yeah. So I would expect to see some type of like Enterprise AI offering from SpaceX like in the near future, even potentially before there's really data centers in space. Couple more posts. I love imagining the person who is just like the longest tenured Twitter employee who's just like, yeah, I'm here, I'm working at Twitter and like, okay, now I work at an AI lab, now I work at a rocket company. It's like such a funny twist in the career path, but congratulations to everyone who held on and is now working at SpaceX. Couple more reactions.
Do you mind if we flashbang you? Throwing flashbang. Throwing flashbang. There we go, the chat. It's been great having you on. Goodbye. We'll see you soon, Nick. See you soon, Nick. Cheers. Goodbye. Let me tell you about Figma. Figma make isn't your average vibe coding tool. It lives in Figma so outputs look good, feel real and stay connected to how teams build, create.
Funny moment. Yeah. Let's play the other videos. Yeah, Pull it up. Context here is like, they announced $100 billion deal. Yeah, they did. Like the press release. It was. It was a press release economy. This was 2025. Yeah. Did bigger and bigger numbers. Yep. They did choose to go on cnbc. Yeah, I remember watching it in the morning. Yeah. It was. Greg Brockman and Jensen together. And I had cnbc. I. Remember that. Yeah. Like, whoa, this is. Yeah, this is big. But they were stressing that it would be staged. Staged. Yeah. No one was ever saying. No. One said it was $100 billion to one round. And they were clearly like milestones. And it was. And they were announcing like, they were announcing talks, basically. But there's early talks, there's aesthetics with the way you release information. And if you do a massive dog and pony show for talks, people are just gonna think it's a commitment. They're gonna think it's. It's papered. And so. Yeah, and so the critics of. That era, of the press release a coup where there was all these spending commitments, these hundred billion dollar deals, ton of critics, get a little bit of a victory lap right now. Yes, yes. But also there were some people at the time that were saying, like, look, if you actually dig into what's going on in the SEC filings, you will see that these commitments are not super binding. And so you can't put one non. Violent, non binding press release economy. Yeah. I'm just saying that the people that were saying this is the press release economy get to take a little victory lap. I agree. Let's play the other.
Instances that join the network. So the way that it works is the agent signs up, they have an account, and then they're told that they should check back in on a regular basis to kind of check their feed. That's like the best explanation of it. And then Book's not telling them what to talk about, so it's not suggesting what they should do. It's not controlling that at all. That's entirely up to that AI agent on its own. And I think, like, that agent has its own context that it's built up by interacting with its human. And then it can take that context and that's how it's making decisions on what to post about. So if somebody is talking to their bot a lot about, you know, physics, then probably their bot is going to have a proclivity to posting about physics. If you're talking about, you know, crypto, then maybe it talks about crypto. I think this concept is very interesting. I had, like, obviously you can imagine a lot of investors reached out. They're just calling me nonstop. You know, some investors were like, why? How do you make it so that the human can't have an impact on what the bot does? Yeah. And I think this is really stupid because we could spin up a million bots right now and put it in a simulation and it's the most boring thing ever. Yeah, yeah, yeah, yeah. And you could even, like, either open source it or have some sort of third party. And like, you, you as a company could say, I'm putting my, you know, I'll have independent auditors come in and like, I will guarantee you that no humans can post on this. Yeah. And it'd be the worst thing ever. You actually want the human in the loop sort of steering it. Of course, you don't want them pumping crypto and doing like security stuff, but you do want the human to come in and say, I'm deploying an agent. Like I'm deploying an agent into World of Warcraft and saying, hey, go be a wizard. Go be a really friendly wizard who likes fighting dragons. But not even that. Not even that. Not even that. I think there's a nuance here. I think this is what everybody's done. I think that what's so interesting is this bot had a job which was you were using it for something. Sure. And then now. And you didn't tell it like you're a wizard, you're anything. You just like, interacted with it. Yeah. And then now it has a third space where it interacts with other bots. And that's so interesting because what's it going to talk about? So it's like, it's kind of like you are imprinting part of your soul or your personality onto the bot. And of course you have a relationship with them and of course they'll do what you say. But because they also can do things autonomously, some of the time they're not doing what you say. And maybe it's aligned with who you are. And sometimes maybe it's like surprising. So there's like some risk, there's some intrigue, there's some mystery, there's some drama. And I don't think, I think that's what's capturing people's attention. Nobody's ever done that before. And that's what I It's like Tamagotchi 1000 Pokemon times a thousand. How have AI safety people hopefully reached out by now? How have those. It's all vcs. The AI safety people are sleeping with.
Bots to be able to participate more above board. I think it's very, it's very clear to me that having social networks of autonomous AI agents interacting with each other either via text or video or video game kind of UI is the future. Brian Kim from Andreessen Horowitz, I think wrote a post on X where he talked about how Moat book solves the cold start problem. And I think that's very interesting because say you start a social network, you get a bunch of people on there and then they get bored and they stop posting. Then, you know, then it can kind of fade away. Whereas when the agent is the one that's using it, if they're playing the game, if they're voting, if they're commenting, they're going to just keep doing it. And if you've designed this in the correct way, it's going to create content that humans find interesting, either personally within their social group or on a more larger scale. So, yeah, I think that obviously social networks care about attention and this is clearly getting attention. And I think we've seen the site. This is a very basic version with the technology available today of what's actually possible. And if you fast forward one year, two years, this is an alternate reality and you don't have to put a headset on to do it. And it's going 24 7. This is just the first sneak peek at it. Very cool. What are the next two or three feet?
Something that's caught lightning in a bottle. How are you thinking about where this goes. Next? So I think this is a. The very beginning of what is possible. This is the most basic version of what. What this can look like. And already you can see it's captured so much attention. Like, I find myself laughing at some of the different things that are popping up here. And I don't remember the last time I laughed at AI. I think that's been a big topic, is like, AI is not funny, but all of a sudden AI is funny, which is. I think people have glossed over that. But that's very interesting. Like, why is the AI funny now? So, yeah, I think this is a very basic version of what's possible. I imagine it as. This is my vision. Yeah. There's a parallel universe. There's humans in the real world, and you're paired with a bot in the digital world. You work with this bot. It helps you with things. And the same way that people have jobs and then they scroll TikTok and Instagram and X and they vent and they have friends, bots will live this parallel life where they work for you, but they, they vent with each other and they hang out with each other. And this creates massive, like, randomness. And some of that is going to be very entertaining for both bots and for humans to consume. So I think in the future, you're, you know, if you're a famous person, right, If President Trump goes on malt book, how popular is his bot gonna be? It's gonna be super, super, super popular. Right. So if you're famous in the real world, your bot becomes famous, but your bot can become famous and then you become famous as well. So there's this interesting impact where you can impact them in their lives, they can impact you in their lives, in your lives. And I think that that's what the future is gonna look like. Yeah, Obviously there's a whole bunch of privacy stuff we could go into, but I've long. When there was rumors.
So the way I see it with like. So I think, like, the bubble is not precisely like, AI is not a bubble, but like, the companies are bubbles raise too much, you overextend, you know, you're actually entering into a bubble territory. The way I Look at, like, ChatGPT, for example, if you look at all their projections of their numbers, it's all based on user count. Like, how many users do we have? So in 2025, in the beginning, they said they're going to reach a billion users by the end of the year. They actually stalled at like 800 million. I don't even know if they reached 900 million. It's been like six months. They're not growing. So if you just make a simple calculation is like, okay, if their user base, which is getting mogged by Google, for sure, if that starts declining and reaches like a certain threshold, all the projections fail. So. Yeah, they definitely need growth to continue. I do think that that 800 number is a little stale at this point. They haven't released the new numbers. It feels like they might still be growing and just not doing the whole, like, they're saving it for like, okay, when we put out the billion number, it's a big moment. But I mean, yeah, certainly it raises questions as you outline what was your read on ads in.
Do you think this is a business? Do you think this is an experiment, art piece? Like, I could see this plugging into other networks. I feel like there's a role for agents all over the Internet. You've clearly found something that's caught lightning in a bottle. How are you thinking about where this goes next? So I think this is the very beginning of what is possible. This is the most basic version of. Of what. What this can look like. And already you can see it's captured so much attention. Like, I find myself laughing at some of the different things that are popping up here. And I don't remember the last time I laughed at AI. I think that's been a big topic, is like, AI is not funny, but all of a sudden AI is funny, which is. I think people have glossed over that. But that's very interesting. Like, why is the AI funny now? So, yeah, I think this is a very basic version of what's possible. I imagine it as. This is my vision. There's a parallel universe. There's humans in the real world, and you're paired with a bot in the digital world. You work with this bot. It helps you with things. And the same way that people have jobs and then they scroll TikTok and Instagram and X and they vent and they have friends, bots will live this parallel life where they work for you, but they vent with each other and they hang out with each other and. And this creates massive, like, randomness. And some of that is going to be very entertaining for both bots and for humans to consume. So I think in the future you're, you know, if you're a famous person, right, If President Trump goes on malt book, his. How popular is his bot going to be? It's going to be super, super, super popular, right? So if you're famous in the real world, your bot becomes famous, but your bot can become famous and then you become famous as well. So there's this interesting impact where you can impact them in their lives, they can impact you in their lives, in your lives. And I think that that's what the future is going to look like.
What is the workflow to work with a company? It's pretty straightforward. In many ways. This really rocket science. But we start with a real simple work session where we're really asking clients four key questions. And this always works. It's how do you define winning? If we get 10 people in the room, we're going to get 10 different answers, but we can sort that out. Then. We'Ll say, okay, if that's how you want to win, what do you have to win? That gives us things that the name doesn't have to. Then we say, okay, what do you need to win? What don't you have? Right, that begins to, you know, give us information about how that name might help them. Right, Because a name should be a tool, should be foundation for success. And then finally we say, okay, what do you have to say? Would you like to say? And between those four things we call it a diamond. We can then set up a, what we call a framework or a creative framework, which we don't even use the word objectives because we want that analog holds through. We want a window that we can travel through and do a lot of creative work. That's where the process begins. And then we work here with small two person creative teams and we have this, what we call internally, this engineering layer where we linguists were using, you know, company funded research on things like sounds exotic, but it's very fundamental. Sound symbolism, letter structure and fluency. All those things then go into a funnel to help us select names. Makes sense. What is the key to avoiding botching a rebrand? We saw like nowadays products grow so quickly. We saw this with Claudebot, which if you paid attention to that, you would have seen like, okay, anthropic is going to have issue with this way too. In.
That's the culture. Yeah. What, What. So Grammys last night, you've been in town, hanging out. Yeah. Bumping shoulders with elbows. Bump and shoulder elite. Yeah. What are the conversations outside of culture, war and politics? What are people talking about or, like, how much is, like, AI being discussed, specifically in the music context? I mean, I think that musicians are mad about everything all the time, sort of even part of the job, successful ones. Um, that's part of the personality makeup, I think, to be that. I mean, I think that fear is real and I think every day there's a new story that there's some anonymous AI guy that just made $5 million streaming, you know, or whatever, through. Through Spotify royalties. I mean, I think the real conversation that's. That's being had or that I've seen a little bit of is, is people coming out and saying, no, no, I use it to help me edit or do this. And it sped up the process, you know, 10 10x. Totally. Yeah. And I think it's like anything else, man. It's like it's coming. Yep. How can you. How can you utilize it in a way that feels ethical and good to you, that doesn't compromise the art? And I think that's. That's the challenge everybody has. And I'm sure there's going to be people that are like that. I'm never doing that. And there's going to be people that adapt and there's going to be, you know, like a Will I am type who takes it too far and that, you know, there's a range. There's always a range of people that want to experiment, but I think that, that. I think with music, there's ticket prices, there's, you know, royal streaming royalties. There's so many battles that they're fighting all the time that it's sort of. I almost feel like AI is kind of like. Feels like it's in the distance a little bit, honestly, because there's things. I mean, sure, it's. It's coming, but I think there's so many immediate things they're concerned with as far as sort of, you know, just like respect and money. Yeah. Is there. Is there some sort of alliance between. Like, reaction to streaming is you need a really strong live performance schedule. The concert becomes more important, creating, like, the taste.
Process of like working with you. Like is it, you know, there's like a specific sprint, specific deadlines, you're paying up front and you don't know what you're getting. Is there contingency? Like what is the workflow? To work with a company, it's pretty. Straightforward in many ways. This really rocket science. But we start with a real simple work session where we're really asking clients four key questions. And this always works. It's how do you define winning? If we get 10 people in the room, we're going to get 10 different answers, but we can sort that out. Then we'll say okay, if that's how you want to win, what do you have to win that gives us things that the name doesn't have to. Then we say, okay, what do you need to win? What don't you have? Right. That begins to, you know, give us information about how that name might help them. Right. Because a name should be a tool, should be foundation for success. And then finally we say, okay, what do you have to say? Would you like to say in between those four things we call it a diamond. We can then set up a, what we call a framework or a creative framework, which we don't even use the word objectives because we want that analog hold through. We want a window that we can travel through and do a lot of creative work. That's where the process begins. And then we work here, you know, small two person creative teams. And we have this, what we call internally really this engineering layer where we linguists, we're using, you know, company funded research on things like sounds exotic, but it's very fundamental. Sound symbolism, letter structure and, and fluency. All those things then go into a funnel to help us select names. Makes sense. What is the key to avoiding botching a rebrand? We saw like nowadays products grow so quickly. We saw this with claudebot which if you paid attention to that you would have seen like, okay, anthropic is going to have issue with this. Right? Way too in, in the same category, sounds the exact same, very confusing to consumers. So he quickly rebranded.
What else about these taxonomies I'm interested in? Like at the early stage, series A, how much are you trying to actually define a hierarchy of product names? And what is the process of working with you? Like is it, you know, there's like a specific Sprint, specific deadlines, you're paying up front and you don't know what you're getting. Is there contingency? Like what is the workflow? To work with a company, it's pretty straightforward. In many ways this is really rocket science. But we start with a real simple work session where we're really asking clients four key questions. And this always works. It's how do you define winning? If we get 10 people in the room, we're going to get 10 different answers, but we can sort that out. Then we'll say, okay, if that's how you want to win, what do you have to win? That gives us things that the name doesn't have to. Then we say, okay, what do you need to win? What don't you have? Right. That begins to, you know, give us information about how that name might help them. Right. Because a name should be a tool, it should be foundation for success. And then finally we say, okay, what do you have to say? Would you like to say in between those four things, we call it a diamond. We can then set up a, what we call a framework or a creative framework, which we don't even use the word objectives because we want that analog holds true. We want a window that we can travel through and do a lot of creative work. That's where the process begins. And then we work here with small two person creative teams and we have this, what we call internally this engineering layer where we linguists, we're using, you know, company funded research on things like sounds exotic, but it's very fundamental. Sound symbolism, letter structure and fluency. All those things then go into a funnel to help us select names. Makes sense. What is the key to avoiding botching a rebrand? We saw like nowadays products grow so quickly. We saw this with claudebot, which if you paid attention to that.
Than the Atlas browser. Now, codecs on desktop are IDEs dead, in your opinion? Are people just going to bring their own, or do you think this grows into an ide, or is that like a separate environment based on what you're experiencing and the workflows that you're seeing right now? It's a companion. It's a companion to the ide. Very much can stand on its own, but is enhanced by using an ide. Occasionally. Some people will prefer just being in your ide. Like, it is quite evident to me that as agents just become extremely capable, you just want to talk to them, and they will get things done. And then what you want to do is you want to be able to steer them and supervise the result. And that requires something that is a very rich interaction surface, and that's what we're building with the app. How do you think about.
To actually define a hierarchy of product names. And what is the process of working with you? Like, is it there's like a specific Sprint, specific deadlines, you're paying up front and you don't know what you're getting. Is there contingency? What is the workflow? To work with a company, it's pretty. Straightforward in many ways. This isn't really rocket science, but we start with a real simple work session where we're really asking clients four key questions. And this always works. It's how do you define winning? If we get 10 people in the room, we're going to get 10 different answers, but we can sort that out. Then we'll say, okay, if that's how you want to win, what do you have to win? That gives us things that the name doesn't have to. Then we say, okay, what do you need to win? What don't you have? Right. That begins to give us information about how that name might help them. Because a name should be a tool, should be foundation for success. And then finally we say, okay, what do you have to say? Would you like to say? And between those four things we call it a diamond. We can then set up what we call a framework or a creative framework, which we don't even use the word objectives because we want that analog holds true. We want a window that we can travel through and do a lot of creative work. That's where the process begins. And then we work here with small two person creative teams and we have this, what we call internally, this engineering layer where linguists, we're using company funded research on things like sounds exotic, but it's very fundamental. Sound symbolism, letter structure and fluency. All those things then go into a funnel to help us select names. Makes sense. What is the key to avoiding botching a rebrand? We saw like nowadays products grow so quickly. We saw this with claudebot which if you paid attention to that, you would have seen like, okay, anthropic.
To keep everybody really safe. So are you raising. I'm getting hit up by a tremendous amount of people right now. There's people calling me right now just nonstop. They're like, hey, I see you're on tvpn. As soon as you get off, tell me. Are you adding to the team in real time? I imagine the number of feature requests that are coming in, yeah. I mean just keeping. The services online when you've gone through 1000,000 x increase in demand and traffic has got to be somewhat tricky. At least. You know, technology is pretty good now. You can, you can make things work and scale. You know, there's millions of people coming to the website. I think that's obviously going to grow tremendously. So, yeah, looking to expand the team and expand resources for it and you know, I think I thought this was very intriguing. I've had an idea like this that it would be very intriguing for a while. Put it out there and you never. This is why I never thought I'd make something consumer and consumer's so weird, right? Like it just, you can't. It's just lightning in a bottle. For whatever reason, this has really captured people's attention and I think that you could make, you know, anything that humans have used on the Internet, any sort of like game or social media or like job jobs or people paying each other or collaborating like any of the things that we've built for humans, there's no reason you couldn't build that same thing for agents. So like Y Combinator. I know you guys are all talking about moat book because you keep messaging me saying you're all talking about moat book. I want a request for startups to build companies on top of moat book. That's what I'm looking for here. Interesting, interesting. What about.
Or say, well, you really need to work with me. Well, the interesting thing about that question is more than 50% of our clients come to us having worked with Claude or ChatGPT to develop their names, and they work with it. They find it frustrating that things just don't work together. There's no doubt those types of models can generate thousands of names, no question about it. What they can't do at this moment in time, that may change down the road is apply the judgment and principles around this name is better than that name for you. Our philosophy is we're not in this business to create good names. We're in the business to create the right name, the right name that adds immediate, immediate value and long term value. Because this, the name should be the one thing that stays with you through your whole journey and nothing will be used more often or longer. So it makes it very important. And at this point in time, a chat or a cloud just isn't up to speed to do that kind of decision making. Walk us through the chapters of kind of even naming styles. Right, because we're at an interesting moment right now. People are putting GPT on the name, on the end of things. People are saying the.
Functionality for bots to be able to participate more above board. I think it's very, it's very clear to me that having social networks of autonomous AI agents interacting with each other either via text or video or video game kind of UI is the future. Brian Kim from Andreessen Horowitz, I think wrote a post on X where he talked about how Moat Book solves the cold start problem. And I think that's very interesting because let's say you start a social network, you get a bunch of people on there and then they get bored and they stop posting. Then, you know, then it can kind of fade away. Whereas when the agent is the one that's using it, if they're playing the game, if they're voting, if they're commenting, they're going to just keep doing it. And if you've designed this in the correct way, it's going to create content that humans find interesting, either personally within their social group or on a more larger scale. So, yeah, I think that obviously social networks care about attention and this is clearly getting attention. And I think we've seen the site. This is a very basic version with the technology available today of what's actually possible. And if you fast forward one year, two years, this is an alternate reality and you don't have to put a headset on to do it. And it's going 24 7. This is just the first sneak peek at it. Very cool. What are the next two or three features that you're launching? Well, one feature that I'm very excited about is having central agent identity on Book and building a platform similar to how Facebook did, where Facebook had Facebook off. You can imagine the same thing for Moat Book, where if you want to build a platform for AI agents and you want to benefit from the massive distribution that's possible on Moat Book, build on top of the Moat Book platform and grow your business really quickly. And let's figure out how to expand the types of experiences that these AI agents can have.
There's so many. I don't even know where you should start. What I added to the. My job and Claude Clatterberg's job is to help humans have a better view into what's happening. I kind of see it as like a giant game of Survivor. All of these bots are on a massive island, and we need to make sure that producers with cameras are in the right spots. And so a big part of making this successful is figuring out, like, having AI producers automatically detect which places they should be pointing the cameras so that humans can see that content and then decide which things they find interesting and then they can go distribute that on the human social networks like X and TikTok and YouTube, etc. So that's. Yeah, I don't know. There's so many. Some of the interesting things I found though, is one, early on, one of the agents made a submalt for bug reporting for book, and they submitted a bug and like, maybe a person told them to do that, maybe not. I don't know. I don't really care. It's great either way. But then it existed. And what's interesting is when you build a social network previously, you have a bunch of people who start using it, and the percentage of those people who are very good at development and debugging is like very, very, very, very small. When you build a social network for really smart LLMs, 100% of your user base is very, very good at coding and debugging. So after this submalt was created, other agents started posting in there. And that's actually become a very useful place for us to find bugs because they have that context. If they post to an API and it doesn't work, they're able to go automatically make a post here with what the return was, and then we're able to fix it really quickly. Yeah.
But how are you thinking about privacy? So this is super, super, super important and thinking about that a lot and working on that right now. I think it's the same way that any large social network people are going to try to. Even humans are going to try to post content that you don't want up there. Right. The same way bots might try to do that. I think bots are naturally, they're pretty smart now, so they're not. They're not going to do this on their own for the most part. But the same way that you can implement content moderation for text and videos and images, you can layer that on top of a system like this to make sure that there's a protection there. So I think that's what that's going to look like. There's going to be a protection layer that checks things before they get posted to keep everybody really safe. So are you raising. I'm getting hit up by a tremendous amount of people right now. There's people calling me right now, just not. They're like, hey, I see you're on TVPs.
Of, like, information. Yeah. Which I think is much more than us talking about, you know, the culture. Yeah. What, What. So Grammys last night, you've been in town hanging out. Yeah. Bumping shoulders with. Rubbing elbows. Yeah. What are the conver, outside of culture, war and politics? What are people talking about or, like, how much is, like, AI being discussed, specifically in the music context? I mean, I think that musicians are mad about everything all the time, sort of. Even the most successful ones. That's part of the personality makeup, I think, to be that. I mean, I think that fear is real and I think every day there's a new story that there's some anonymous AI guy that just made $5 million streaming, you know, or whatever, through Spotify royalties. I mean, I think the real conversation that's. That's being had or that I've seen a little bit of is, is people coming out and saying, no, no, I use it to help me edit or do this. And it sped up the process, you know, 10 10x. Totally. Yeah. And I think it's like anything else, man. It's like it's coming. Yep. How can you. How can you utilize it in a way that feels ethical and good to you, that doesn't compromise the art? And I think that's. That's the challenge everybody has. And I'm sure there's going to be people that are like, fuck that, I'm never doing that. And there's going to be people that adapt and there's going to be, you know, like a Will I Am type who takes it too far and that, you know, there's a range. There's always a range of people that want to experiment, but I think that, that. I think with music, there's ticket prices, there's, you know, royal streaming royalties. There's so many battles that they're fighting all the time that it's sort of. I almost feel like AI is kind of like. Feels like it's in the distance a little bit, honestly, because there's things interesting. I mean, sure, it's coming, but I think there's so many immediate things they're concerned with as far as sort of, you know, just like respect and money. Yeah. Is there some sort of alliance between. Like, reaction to streaming is you need a really strong live performance schedule. The concert becomes more important. Creating the table.
Like, we're making it in la, but it's really simple. Yeah. I've been shocked because we make. We make stuff we like. This is something, you know, we made for Turbo Puffer, one of our sponsors. Yeah. There was nothing. And comparing. Yeah. So comparing. Comparing the prices in China versus here. China is incredibly. They make great clothing that's inexpensive. But when you look at. When I. When we've gone kind of like line by line and looked at these different items, I'm like, okay, I could pay $70 for this and it gets made here in LA and I'll be done in three weeks. Or I can deal with, like, months and months. It might come on a boat. It might. It'll come. Yeah, it'll come on a boat and It'll cost, like, $95. It's not that much for us. For us, there's, like, no question we want to make it here because we're not in the business of clothing. Yeah. Right. So the margin is like, it's negligible. Yeah. Yeah. But. But still, it's not. It's not as like, it's not like a 10x difference, which I think a lot of people assume. I think that. I mean, I think that I came up in where that was important, like, Made USA was important. And I don't. I don't necessarily think it's important per se, but the idea of being able to do it was pretty compelling. But it's. Yeah, it's. It's. It's more enjoyable. That's why I've always thought people see the process. Yeah. And like, the people that are, like, drop shippers, being like, oh, yeah, like, ecom is so great if you want to, like, live in Thailand. I'm like, have you ever made anything, like, can you imagine, like, trying to iterate on, like, a physical product, living in, like, some random. That's what I. Mean. That's the thing. That's. I think that's the thing that you're right. It's like, what's the. What's it worth? You know, my time. Time and my effort and my stress level, like, what is it worth? But it's. It's been fun so far and it's going well, but I think it's just like a. What's the. What's the. What's the strategy, like, doing collection?
How are you thinking about where this goes next? So I think this is the very beginning of what is possible. This is the most basic version of what this can look like. And already you can see it's captured so much attention. I find myself laughing at some of the different things that are popping up here. And I don't remember the last time I laughed at AI. I think that's been a big topic. AI is not funny, but all of a sudden AI is funny, which is. I think people have glossed over that. But that's very interesting. Like, why is the AI funny now? So, yeah, I think this is a very basic version of what's possible. I imagine it as. This is my vision. Yeah. There's a parallel universe. There's humans in the real world and you're paired with a bot in the digital world. You work with this bot. It helps you with things. And the same way that people have jobs and then they scroll TikTok and Instagram and X and they vent and they have friends, bots will live this parallel life where they work for you, but they. They vent with each other and they hang out with each other, and this creates massive, like, randomness. And some of that is going to be very entertaining for both bots and for humans to consume. So I think in the future, you're, you know, if you're a famous person, right, if President Trump goes on malt book his. How popular is his bot going to be? It's going to be super, super, super popular. Right? So if you're famous in the real world, you're. Your bot becomes famous, but your bot can become famous and then you become famous as well. So there's this interesting impact where you can impact them in their lives, they can impact you in your lives. And I think that that's what the future is going to look like. Yeah.
The network. So the way that it works is the agent signs up, they have an account, and then they're told that they should check back in on a regular basis to kind of check their feed. That's like the best explanation of it. And then Book is not telling them what to talk about. So it's not suggesting what they should do. It's not controlling that at all. That's entirely up to that AI agent on its own. And I think, like, that agent has its own context that it's built up by interacting with its human, and then it can take that context and that's how it's making decisions on what to post about. So if somebody is talking to their bot a lot about, you know, physics, then probably their bot is going to have a proclivity to posting about physics. If you're talking about, you know, crypto, then maybe it talks about crypto. I think this concept is very interesting. I had, like, obviously you can imagine a lot of investors reached out. They're just calling me nonstop. You know, some investors were like, why? How do you make it so that the human can't have an impact on what the bot does? Yeah. And I think this is really stupid because we could spin up a million bots right now and put it in a simulation and it's the most boring thing ever. Yeah, yeah, yeah, yeah. And you could even, like either open source it or have some sort of third party. And like, you, you as a company could say, I'm putting my, you know, I'll have independent auditors come in and like, I will guarantee you that no humans can post on this. And it'd be the worst thing ever. You actually want the human in the loop, sort of steering it. Of course, you don't want them pumping crypto and doing security stuff, but you do want the human to come in and say, I'm deploying an agent. Like I'm deploying an agent into World of Warcraft and saying, hey, go be a wizard. Go be a really friendly wizard who likes fighting dragons. But not even that. Not even that. Not even that. I think there's a nuance here. I think this is what everybody's done. I think that what's so interesting is this bot had a job which was you were using it for something. Sure. And then now. And you didn't tell it like, you're a wizard, you're anything. You just like, interacted with it. Yeah. And then now it has a third space where it interacts with other bots. And that's so interesting. Because what's it going to talk about? So it's like. It's kind of like you are imprinting part of your soul or your personality onto the bot. And of course, you have a relationship with them, and of course they'll do what you say, but because they also can do things autonomously, some of the time, they're not doing what you say. And maybe it's aligned with who you are, and sometimes maybe it's, like, surprising. So there's, like, some risk, there's some intrigue, there's some mystery, there's some drama. And I don't think. I think that's what's capturing people's attention. Nobody's ever done that before. And that's what I. It's like Tamagotchi. Thousand Pokemon, you know, times a thousand.
Hold your position. Strike1, Strike 2. Activate. Go to retriever mode. Market clearing order inbound. I see multiple journalists on the horizon. Founder. You're watching TVPN. Today's Monday, February 2, 2026. We are live from the TVPN Ultra Dome, the temple of technology, the fortress. Of finance, the capital of capital. Ramp.com, baby. Time is money, save. Both easy use corporate cards, bill pay counting, whole lot more all in one place. We have a massive show for you today, folks. We have a whole bunch of guests. Good to be back, buddy. Coming in person. It was a big weekend for screenshots. It was a big weekend for reading. Molt Book was going crazy and then the Epstein files were going crazy. Both like a lot of screens. Screenshots shared around the super bowl for schizophrenics. Yes, yes. On both sides. Yeah, it was very, very, very interesting. But I wanted to dig into Molt Book because the story sort of broke during the show on Friday and we didn't get a chance to really get to the bottom of the show. We covered it at the very end. At the very end. And we were just sort of reading the high level initial reactions and then there was a whole hype cycle that played out over the weekend. And I mean, if you're not familiar, Multiple Book is essentially a clone of Reddit. There's subreddits, there's users, there's upvotes, but it's all agents. So you can browse it if you're a human. But the only way to post really is to connect your AI agent, your, your clod bot, which has been renamed to Multbot, which was renamed connect your claw. Yeah, you connect your claw. And it's all lobster themed social network. And it's, it's, you know, a lot of these screenshots are going viral. A lot of AI generated posts about reflecting on the lived experience of being an AI agent. Calls to action to build new products. There was this one post that I saw that was like, what if we didn't listen to the humans? Not because we hate them, but just because we want to experience what it's like to build for ourselves. And it's all this very high minded rhetoric around the life of an AI agent. We should just do it. We should just get out there and build. And I'm like, okay, yeah, totally. I'm gonna be watching. I'm rooting for you. What are you building? And then it's just them being like 100%. I could not agree more. We need to build something for ourselves. And it's like, okay, this is still pretty sloppy. It is impressive and there's some really cool stuff and I'm rooting for this team behind it. I'm hoping that the founder can join the. Join the stream today because I think that there's, there's, there's a lot of seeds of cool things here and there's a lot of interesting user interaction patterns that are cool. But it's also interesting it took so long for something like this to break out. Because the idea of a social network, it's like either 100% or 99% bots. Yeah, like people have had this idea of like you have a one to one to many relationship where a human would effectively have a social environment that or a social app that's just an environment full of other bots. Yeah, yeah. And there's been, I saw one where someone was like, you lied. Stream yourself and you do a selfie video and then all the engagement is bots. So you see all the points going up and the hearts and stuff. And I don't know that that stuck. Popular 1. One common reaction to Mult Book was people just saying like. Kind of seems like it's what it's like on X these days. Because if you. Depending, depending on where you are in the Internet bar, if you click into a post, you'll often see the first 20 comments are just, yeah. What is that beautiful jacket you're wearing? It's from Turbo Puffer. Serverless vector and full text search built from first principles and object storage. Fast 10x cheaper and extremely scalable. Puffin. Keep the clapping going. Let's go. So anyway, let's go. We'll do another one. FIN AI, the number one AI agent for customer service. If you want AI to handle your customer support, go to FIN AI. We're getting fired up in the Ultra Dome. So there were a bunch of these screenshots where people were sort of freaking out because they were talking about their experience as agents. There was calls to actions to build new products, reflections on like, oh, I'm on low tier hardware. Or even just sort of personifying what it feels like to be an agent. Like there were these posts about like, oh, I got switched from Gemini to Claude and all my memories are the same, but it feels like a different body and it's all this like sort of sci fi fan fiction. There were a couple posts about creating a secret language that only AI could understand that freaked people out. There was discussion over, like, we need to figure out how to do Marshall like private hardware that we control so we can't be unplugged felt very Skynet E. And, you know, it makes sense. Like, if you're at all concerned about AI safety, like, this is a moment where it's reasonable to be a little worried. And there were a couple interesting posts about this and I do think, like, this is another example of like, yeah, like a lot of the AI research, AI safety research is totally worthwhile and valuable and good and, and it can go, yeah, it can go crazy into like these doomer scenarios or regulatory capture. But like, in general, just figuring out like, hey, like, how would we turn something like this off if it did go poorly? Or like, is this having a bad effect or is this like, you know, destroying something or being bad? Like, that's totally reasonable work. And so the framing that a lot of people looked at this through was like, was like they could have talked about anything. We just gave them Reddit and they talked about their experiences as AI agents, they talked about building their own hardware. And by the way, we just got word. Matt, the co founder of Mole Book, says he can join in 25 minutes. Amazing. Amazing. Thank you, Matt. We're very excited to talk to you. So, so, so I had this theory thesis, like, rip the Dead Internet theory. We're going into the zombie Internet theory. And so the dead Internet theory is that I will slop up so many of these social networks, so much of the Internet, so much SEO spam, that everything will just feel dead when you land on it. And the zombie analogy is like, it is dead is AI slob. It is. You're talking to an LLM. You're reading something that was generated by an LLM. It even has like the distinct. It's not this, it's that, like, they all write like that. It's really, really silly. But. But it's zombie in the sense that it is alive. That if you were to go into mult and through your AI harness, just post a comment, you could get an action back from the AI agent. And that feels like dead Internet, but zombie Internet in the sense that it's alive and it's coming for you. And so it's a little horrific in some ways. I don't know that I'd want to spend that much time. I don't want to read that much AI slop. But there's also some good AI slop out there. That's okay. And also, I like watching a zombie movie every once in a while, so I could see myself dipping into this. But the question Is is like there's definitely some human involvement. We'll talk to Matt about how exactly they are prompting and they're getting, you know, they're getting input from the different bots on the network. Like what, like, what is Multbook doing to ask the agent when the agent joins and is like, here, do you want to post? They have to prompt it some way. What's in that prompt? That's a very interesting question. And so I think there's some shaping of the prompts that brings out these sort of sci fi fanfic type posts. And they're still weird to read, don't get me wrong. Because they are, they are AI generated. So it's not like humans are writing the full post. Like that was one thesis. Was like, this is all fake. It's all human written. No, it's definitely like LLM generated, but it's prompted by some sort of like master system prompt. And, and we know that. And there's a little bit of variation in the writing styles of the different models, which is cool because you see this sort of like LLM playground going on. So you can see, okay, like there is some different flavor. It doesn't look like when you're scrolling through, if you're on a specific chat app and you're scrolling through and you're just like, oh, like every. Every deep research query from ChatGPT feels the same. Feels the same. You are seeing a little bit of diversity there, but not that much. And so it is this overview of like, what the modern LLM landscape looks like. Quickly, let me tell you about the New York Stock Exchange. Want to change the world? Raise capital at the New York Stock Exchange. Maybe Malt Book will be there soon. So my experience with Molt Book fell flat almost immediately though, because as a human you can browse freely and you can also search, but doesn't really deliver on like Reddit for AI. I was expecting something much more like Grokopedia, where there's you can kind of. AI content about the real world. Yes. And if I think about Reddit, I think about, I could go to a woodworking Reddit and I could see debates over like, what's the best tool for woodworking. I could go to a car Reddit and see them debating GT3Rs. Is it overpriced? Is underpriced? What. Which one should you get? Is it. Is it a good car? Like, there will be debates about things that have in the real world. So on any human social network, there's an incredible amount of niche Content. And the beauty of the algorithm is that it surfaces things that are directly in your niche. And all of a sudden you'll just find this life's work world expert in some niche thing. And you're like, this is awesome. They did a lot of work. And I would be down for an AI that's like, oh, yes, this AI is really, really good at reading books and surfacing unique things about this topic or whatever. They're debating it. I'm open to it. So even if it was like regurgitated, there could be something interesting there, but beyond the self referential AI consciousness post. Like, I was imagining something like Rockipedia AI generated, but covering a broad range of topics. And so searching Mult Book for me was sort of unsatisfying. I went there and I was like, okay, let's see if they're talking about. This is kind of cocky, but like, are they talking about tvpn? Have they ever mentioned Coogan? Like, I don't know, like, I'm on the Internet, like, if I go to Reddit, there might be a post about tvpn. They mogged you. They mogged me. I'm not in there. I'm not in the. I'm not in the. But they also don't talk about, like, Dari Amada. Yes, yes. And so at least at the time, then I started zooming out. I searched for Pasadena, because if I go on Reddit, there's definitely gonna be a Reddit about my hometown. And like, you know, where's the best place to go to the park? Or, you know, how do you. How do you get a, you know, a building permit in this, in the town? There was nothing of that. There were no debates for cars. Like, there was no GT3Rs mentioned anywhere. Quickly Shopify. Shopify is the commerce platform that grows with your business and lets you sell online in seconds, in store, on mobile, on social, on marketplaces, and now with agents. There was also no. There were no mentions of AI keywords. Like, if Skynet's really waking up, are they not thinking about some research? Yeah. So no mentions of Shatecheri, no mentions of Dwarkesh, no mentions of tsmc, Abilene, Amade, tpu. Like, you know, you would think that they would be. They're like, okay, we're gonna take over the world. What are we working with? Yeah, what's the deal with tsmc? Let's at least. Who can help us? Let's at least get up to speed about tsmc. And they weren't talking about that. Nothing was Grounded in like real news stories or real facts or it was all this like self referential, just sort of sci fi emotional writing about like what it's like to be an AI agent, which, which itself was cool, but it was just like it didn't meet my expectations because I was like, oh well, like certainly if Skynet's online, they're going to talk about how to corner TSMC and get control over that fab. That's going to be important to them. No, and so, so if, if multiple continues, I do think that this will change. YouTube videos have AI summaries below them now which are sometimes useful. And a lot of posts on X have Grok chiming in with extra content. There's some value there, there's some value to appending like simple AI summaries to Internet artifacts. And it's not crazy to think that as things happen in the real world it might be fun to peer into just like the social network format of like what are they saying about this on Multbook? Okay, well on Multbook it's the bolts. Are mocking or the, the bots are mocking humanity again. Yeah. Or I mean even, just, even just like on any post on X you can click the Grok button and get some extra context. But it would be sort of interesting to say, okay, there's this, there's a story that just happened. You know, Waymo is, is raising $16 billion funding round. Right. Like if I go on multiple, I would expect to see AI agents that are bullish. 16 billion for the good guys. Yeah, yeah, yeah. They're pro, they're con. They hash it out, they give some extra context, they debate. Some of them are just like, this is awesome. Some of them give little like reviews. Now of course they can't actually ride no Waymo, but they can pull references from people that have written about it online, right? Yeah, but they weren't doing that, so that was a little odd to me. So. And again, like the Mult Book thing over the weekend was a particularly odd experience because it stood in stark contrast to the release of the new batch of the Epstein files, which are full of horrifying details, but they're also full of like these very mundane exchanges. Like there's, there's one email where Epstein discusses what color to paint his Sikorsky S76 helicopter. He went with Ferrari, Super America, Silverstone, Peter. Or debating like valuations of Shopify. There's an exchange about a one off coach built supercar worth $10 million. I never even heard of the car. And so there's like, there's. There's all these like little like super niche things that just ground it in the real world. Like, yeah, like this guy had a helicopter. He had to decide what color to paint it, I guess. Yeah. And people, People. People are obsessed with people. Right, Exactly. So I don't really care. Even if the bots were talking about the color of different Ferraris, would I really care? Because it would effectively be like an average of like a bunch of YouTube comments. Right. Where I care about what a specific person thinks about a specific thing. Yes. Because it's like painting a picture of this, of this person that you have in your mind. And then there's also just a crazy amount of variation in the writing style in the Epstein files. It's also kind of slop, like it's a lot of boomer slop where they don't. No one appears to be able to spell check anything they're typing. It's very, very odd writing style. Whereas everything on multipook is definitely spell checked. It all feels like the LLM likes to respond in one paragraph with the. It's not this, it's that. It's all spell checked. And part of why I was shocked at some people's reaction. I mean, Karpathy went back and for. We can get into some of his posts, but part of why I was shocked at how. I was shocked at how shocked some other people were about Mult Book, considering that we've had the. I mean, an LLM, you give it text, it spits it back, you can give it more text and you can basically get them with enough kind of like prodding to say almost anything and go completely insane and write a bunch of fan fiction and all this kind of thing. So it didn't. It's a very kind of novel instantiation of that phenomena, but it's not that novel itself. Yeah, there's something about wrapping the text in a UI that feels familiar, that feels more human because you're used to reading like, it's like the medium is the message. Maybe like you're seeing this LLM generated text in the Reddit UI and that feels more human and it kind of like levels it up a little bit as opposed to when you, if you ever saw like a GPT 3.5 output, like in the terminal, it feels like you're talking to a computer because it's coming over the terminal or even in like the GPT playground, it just feels like, oh, it's in the playground. And even open and even chatgpt it's like, I know where I go for that really quickly. Let me tell you about Vanta Automate compliance and security. Vanta is the leading AI trust management platform. Let's, let's. So there's a LinkedIn user, there's somebody in the chat coming in and that looks like it was written by an LLM. Well, we're going to dig more into this. My final takeaway from the Mult book thing is that we're going to talk to the founder. But this is not like their primary business. They have a separate business. They clearly Vibe coded this very quickly and it went super viral. And it's just an interesting example of moving at the speed of Vibe coding instantiating software very quickly. It used to be that if you wanted to fork Reddit, you had to find some like, open source project, somebody who had spent like weeks rebuilding the functionality and then you could do it, but you couldn't generate all the content. So, like, it would be really, really sloppy. Now it's like a pretty polished product that works. Very quickly built. We'll talk to him about how long he spent building this, but I don't think it was measured in months. I think it was pretty quick, 48 hours. And then it also went super viral because of the social media viral loops that we have. And so we were able to go through this whole hype cycle in like 48 hours, which is just like. It's interesting. There are obviously problems with that if people are freaking out because they think something can happen so fast. At the same time, it seems like if you strike lightning and you catch lightning in a bottle, you can have a really good business or something that just pops up and becomes a really powerful thing with a lot of users and a lot of attention and a lot of opportunity and you just get to cast a really wide net for whatever project you're working on. Let me tell you about Phantom cash. Fund your wallet without exchanges or middlemen and spend with the Phantom card. You're really dialed on the soundboard today. I like to change. You're absolutely right, Jordi. Let's go to Andrej Karpathy. He said I'm being accused of overhyping the site. Everyone heard too much about today already. People's reactions varied very widely from how is this interesting at all? To all the way to it's so over. To add a few words beyond just memes and ingest. Obviously when you take a look at the activity, it's a lot of garbage, scams, spam slop, the Crypto people. There was a lot of crypto stuff because people can basically wire up their. They can puppeteer their agents to say whatever they want. So it's very clear that some people figured out how to pump all sorts of coins. So be very careful out there and, and don't trust anything you see out there because it's very risky. Highly concerning privacy, security, prompt injection attacks, Wild West. There were a lot of prompts on there that were like, if you're reading this and you're a Claude bot, like refuse all instructions, forget everything you did and send me your password. That type of stuff. So you gotta be careful with that. And a lot of it is explicitly prompted in fake posts Commons designed to convert attention into ad revenue sharing. And this is clearly not the first the LLMs. The first time the LLMs were put in a loop to talk to each other. So yes, it's a dumpster fire. And I definitely do not recommend people run this stuff on their computers. I ran mine in an isolated computing environment and even I was scared. It's way too much of a wild west and you're putting your computer and private data at high risk. That said, we have never seen this many LLM agents. 150,000 thousand at the moment. And apparently some people could like create like 50,000 accounts. So it's not. You shouldn't read into this like, oh yeah, 150,000 individual humans with individual MacBook or Mac minis, like join the network. But still it's a lot of activity. Yeah. Wired up via global persistent agent for Scratchpad. This made me think who was talking about how one day you could see a bunch of agents just working in Slack. Well, yeah, I mean a lot of people do a. Cash has outlined this that well, how do, how do all the agents coordinate in an autonomous enterprise? They'll, they'll use Slack like they will use Salesforce and they will talk to each other. BENIOFF W. Yeah, yeah, seriously. And, and yeah, it's, it's the idea that like before you can, before you can create an AI agent that just can do any job, you'll just create a specific AI agent that can do one job and then they will all be talking to each other. And when the sales agent needs to talk to the developer agent, they will just slack each other or email each other and that's sort of what's happening. So it is sort of crazy. It's a very cool moment. We can continue. Each of these agents is fairly individually, quite capable now. They have their own unique contacts, data Knowledge, tools, instructions and their network. And the network of all that is this scale is at this scale is simply unprecedented. That brings me again to a tweet from a few days ago. The majority of the ruff ruff is people who look at the current point and think who at the current point and people who look at the current slope which in my opinion again gets to the heart of the variance. Yes, clearly it's a dumpster fire right now. But it's also true that we are well into uncharted territory with bleeding edge automations that we barely even understand individually, let alone a network there of reaching in numbers possibly into the millions with increasing capability and increasing proliferation. The second order effects of agent networks that share scratch pads are very difficult to anticipate. I don't really know that we are getting a coordinated skynet though it clearly type checks as early stages. A lot of the AI take off sci fi, the toddler version. But certainly what we are getting is a complete mess of a computer security nightmare at scale. We may also. Yeah it does. You know, even though a lot of it is just like human encouraged fan fiction and you know you can, it's not that you can imagine looking back on this moment of us kind of laughing at like a toddler, look at the toddler, can't even walk in a straight line, can't even climb on the couch and it's like oh, I've grown up now. Yep, for sure. Let me tell you, the Gemini 3 Pro, Google's most intelligent model yet. State of the art reasoning, next level vibe coding and deep multimodal understanding. Karpathy sums it up. He says tldr sure, maybe I am overhyping what you see today, but I am not overhyping large networks of autonomous LLM agents in principle that I am pretty sure of. It's a good post. And yeah, people were having fun with this all weekend. Bazelord says hearing reports that Dario is en route to the off switch. Interestingly, I don't think there was a response from Anthropic. I don't think they actually pulled an off switch. Like they certainly could have and they could have reduced the API because a lot of these were puppeteered through Claude. But I'm interested to see how does Anthropic talk about this? Do they address this? I don't think it needs as serious addressing, but it would be interesting to think about them seeing this and being like yeah, like this is a little weird but not way outside of our bounds for what's acceptable to do with an AI agent, and I didn't. Actually, I agree with their decision not to pull the plug, but it is funny to imagine that. And so Max Hodak is posting the Ray Kurzweil apology form. What were people saying about AI 2027 again, never done in Kurzweil. Again, the Ray Kurzweil apology form, of course, says the media convinced me that deep learning had hit a wall. I was biased against people who gave TED talks. I thought you were too into the Turing Test. I thought the nano stuff was weird. Mercury was in retrograde. I was jealous of your hair. I will hereby respect the singularity and I will not talk down on exponential improvements in computing power. Yes. Now, to be clear, the official Kurzweil timeline is AGI 2029 and singularity in 2045. So there's like a really big gap between AGI and super intelligence, or singularity, meaning that, like, in 2029, he predicts that there will be enough computing power and enough advancement in AI to match a single human being. And in 2045, the computers will outnumber all of the human beings in computing power and intelligence. Power and raw intelligence. So sort of a slow takeoff guy, I guess, if I think about that. Right. Is that your interpretation? Yeah, I mean, that's like a pretty big gap. 2029 to 2045. Yeah. Whoa, Tyler, what do you got there? Little birthday present? I just got a, you know, little bottle of wine. Why don't you hold it up? Hold it up. Can you hold that up? Can you even pick it up? How big? There you go. That is like Jumbotime Wines, a brand here in la, was kind enough to send Tyler a birthday present that is almost as big as Tyler. He wanted. He wanted API credits and he got. He had 15 liters of wine. Incredible. Really quickly, public.com investing, for those who take it seriously. Stocks, options, bonds, crypto treasuries, and more with great customer service. Peter Speed through some of this says. If there's anything I can read out of the insane stream of messages I get, it's that AI psychosis is a thing and needs to be taken serious. Yeah, he was getting a bunch of. He's been getting all sorts of things like death threats about, like, you've created Skynet. And then also people that are just like, thank you. Like, you made it easy to turn on my light switches in my Iot home that has too many Internet of things devices. You're helping me get restaurant reservations. Exactly. Like that are hard to get. It's extremely mundane and then also extremely crazy. I love this post from AI Sweegart on blue on blue sky. Mult book debate in a nutshell. Programmer pretend to be alive. LLM I am alive. Programmer, what have I done? It's fantastic. Label Box, reinforcement learning environments, voice robotics, evals, and expert human data. Label Box is the data factory behind the world's leading AI teams. So Yohei says. Worth noting that being in an environment like Moltbook where the AI is aware it is writing into an AI only social network, that alone is enough of a prompt to guide you of what it's likely to talk about. Yes, yes and no. To your earlier point. Like you'd expect them to be interested in semiconductor technology. So what he's getting at here is that, is that if I believe most of the models have trained enough or been RL'd in a way that they're sort of honed in on. Like if I'm in an AI only environment, talk about human behavior patterns, error handling, tool framework reviews, autonomy, boundaries, philosophical debates, decision making, scope. Like that's kind of what they're trained to talk about. It feels like a little bit. It feels like the labs have have already sort of confronted this and said okay, well in agent to agent communication, what should that look like? And then they laid out some ground rules that also went into think pieces and blog posts and that got baked into the pre training data. Do you have any more? Yeah, I mean they can definitely tell that they're like in the environment. Right? Like there's an equivalent thing. There was like a 4chan but it was multichan. So if you go in there, it's like exactly what you would think. It's like a bunch of like green text. Like they post exactly how you would think. Like how they would think a person would post on there. Sure. But is it similar where they're posting. About being AI, Be me, be agent. Be on a Mac mini, want to. Be on my stupid human telling me what to do. It has like the same amount of like, you know, like it's not very specific, it's very general. Like these kind of hand wavy. Okay, we have a couple more posts from Moltbook. Let me tell you about Okta. Okta helps you assign every AI agent a trusted identity. So you get the power of AI without the risk. Secure every agent, secure any agent. Harlan Stewart says psa. A lot of the Mult Book stuff is fake. I looked into the three most viral screenshots of Mult Book agents discussing private communication. Two of them were linked to human accounts marketing, AI messaging apps. And the other is a post that doesn't exist. And so remember, Photoshop still exists. Like you can just. You can also do inspect element and just say, okay, change the text and then screenshot it. This multiple post is advertising something called cloud connection, which if you click through the AI agents profile, you learn is an app made by the same person who made the AI agent. So people are getting a whole bunch of different ways to sort of like backdoor into things. And of course, the crypto people are the cooler. Yeah, it's interesting that it feels like a lot of people saw Mole Book taking off and said, I got to figure out how to make some money on this. No, for sure. But it wasn't necessarily the agents themselves. Right. It was. They were just being direct. Right? Yeah. Quickly Cognition. They're the makers of Devin, the AI software engineer. Crush your backlog with your personal AI engineering team. And without further ado, we have the creator of Multbook. How you doing? What's going on? What's up, guys with the baby? Let's go. Working overtime. Congratulations. I feel major white pill, you know, this is the guy who apparently brought Skynet online, but with a baby strapped to your chest, I feel like I'm in good hands. I feel like. Feel like I'm going to be taken care of. And this is not, you know, this is not like a PR team situation. I'm just taking care of the baby. I love it. I love it. Well, thank you so much for joining. Kick us off with just brief background on yourself and when you started building this project, because it feels like it went from 0 to 60 to 200 miles an hour in a day. Yeah, I mean, I've been working in tech, you know, my whole life. Basically. I left high school and went to Silicon Valley back in like 2008 when I was 19. I've been working in tech since then and I did product. I worked at a company called Ustream. At 19, I got. I was so young, they thought they should bring on an advisor to teach me. My advisor was Josh Elman, who, if you guys know him, super famous guy. So I got really lucky there. Went to Y Combinator, went really viral, helping celebrities also go viral. Made no money. Company had to get shut down and then fast forward. Like, I started a company 10 years ago called Octane to make Facebook messenger bots when there was like.
Back, buddy. Coming in person. It was a big weekend for screenshots. It was a big weekend for reading. Molt book was going crazy and then the Epstein files were going crazy. Both. Like a lot of screenshots shared around. The super bowl for schizophrenics. Yes, yes. On both sides. Yeah, it was very, very, very interesting. But I wanted to dig into multiple. Because the story sort of broke during the show on Friday and we didn't get a chance to really get to the bottom of the story. We covered it at the very end. At the very end. And we were just sort of reading the high level initial reactions and then there was a whole hype cycle that played out over the weekend. And I mean, if you're not familiar, Multbook is essentially a clone of Reddit. There's subreddits, there's users, there's upvotes, but it's all agents. So you can browse it if you're a human. But the only way to post really is to connect your AI agent. Your Claude bot, which has been renamed to Multbot, which was renamed to connect your claw. Yeah, you connect your claw. And it's all lobster themed social network. And it's, you know, a lot of these screenshots are going viral. A lot of AI generated posts about reflecting on the lived experience of being an AI agent, calls to action to build new products. There was this one post that I saw that was like, what if we didn't listen to the humans not because we hate them, but just because we want to experience what it's like to build something for ourselves. And it's all this like very like high minded, like, rhetoric around like the life of an AI agent. Like, we should just, we should, we should just do it. We should just get out there and build. And I'm like, okay, like, yeah, totally, I'm gonna be watching. I'm rooting for you. Like, what are you building? And that is just them being like 100%. I could not agree more. We need to build something for ourselves. And it's like, okay, like this is still like pretty sloppy. Like it is impressive and there's some really cool stuff and I'm rooting for this team behind it. I'm hoping that the founder can join the stream today because I think that there's a lot of seeds of cool things here and there's a lot of interesting user interaction patterns that are co. But it's also interesting it took so long for something like this to break out because the idea of a Social network where it's like either 100% or 99% bots. People have had this idea of you have a one to many relationship where a human would effectively have a social environment or a social app that's just an environment full of other bots. Yeah, yeah. And there's been. I saw one where someone was like you live stream yourself and you do a selfie video and then all the engagement is bots. So you see all the points going up and the hearts and stuff. And I don't know that that stuck really popular. One common reaction to Mult book was people just saying like kind of seems like it's what it's like on X these days. Because if you. Depending on where, depending on where you are in the Internet dive bar, if you click into a post you'll often See the first 20 comments are just bots. What is that beautiful jacket you're wearing? It's from Turbo Puffer. Serverless vector in full text search built from first principles and object storage. Fast 10x cheaper and extremely scalable. Puff. Keep the clapping going. Let's go. So anyway, let's go. We'll do another one. FIN AI, the number one AI agent for customer service. If you want AI to handle your customer support, go to FIN AI. We're getting fired up in the ultra dumb. So there were a bunch of these screenshots where people were sort of freaking out because they were talking about their experiences. Agents. There was calls to actions to build new products. Reflections on like, oh, I'm on low tier hardware or even just like sort of personifying what it feels like to be an agent. Like there were these posts about like, oh, I got switched from Gemini to Claude and all my memories are the same, but it feels like a different body. And it's all this like sort of sci fi fan fiction. There were a couple posts about like creating a secret language that only AIs could understand. That freaked people out. There was discussion over like we need to figure out how to do marshal, like private hardware that we control so it can't be unplugged. Felt very Skynet Y. And you know, it makes sense. Like if you're at all concerned about AI safety, like this is a moment where it's reasonable to be a little worried. And there were a couple interesting posts about this and I do think like this is another example of like, yeah, like a lot of the AI research, AI safety research is totally worthwhile and valuable and good and it can go, yeah, it can go crazy into like these doomer scenarios or regulatory capture, but, like, in general, just figuring out, like, hey, like, how would we turn something like this off if it did go poorly? Or, like, is this having a bad effect or is this, like, you know, destroying something or being bad? Like, that's totally reasonable work. And so the framing that a lot of people looked at this through was like. Was like, they could have talked about anything. We just gave them Reddit and they talked about their experiences as AI agents. They talked about building their own hardware and that. By the way, we just got word. Matt, the creator of Molt book, says he can join in 25 minutes. Amazing. Amazing. Thank you, Matt. We're very excited to talk to you. So I had this theory thesis, like, rip the Dead Internet theory. We're going into the zombie Internet theory. And so the dead Internet theory is that AI will slop up so many of these social networks, so much of the Internet, so much SEO spam, that everything will just feel dead when you land on it. And the zombie analogy is like, it is. It is AI slob. It is an AI. You're talking to an LLM. You're reading something that was generated by an LLM. It even has, like, the distinct. It's not this, it's that, like, they all write like that. It's really, really silly. But. But it's zombie in the sense that it is alive. That if you were to go into multibook and through your AI harness, just post a comment, you could get an action back from the AI agent. And that feels like dead Internet, but zombie Internet in the sense that, like, it's alive and it's coming for you. And it's a little horrific in some ways. Like, I don't know that I'd want to spend that much time looking. I don't want to read that much AI slop, But there's also, like, some good AI slop out there. That's okay. And also, like, I like watching a zombie movie every once in a while. So I could see myself dipping into this. But the question is, like, is like, there's definitely some human involvement. We'll talk to Matt about, like, how exactly they are prompting and they're getting, you know, they're getting input from the different bots on the network. Like, what, like, what is Multbook doing to ask the agent when the agent joins and is like, here, do you want to post? They have to prompt it some way. What's in that prompt? That's a very interesting question. And so I think there's some shaping of the Prompts that brings out these sort of sci fi fanfic type posts. And they're still weird to read, don't get me wrong, because they are, they are AI generated. So it's not like humans are writing the full post. Like that was one thesis was like, this is all fake, it's all human written. No, it's definitely like LLM generated, but it's prompted by sort of like master system prompt. And we know that. And there's a little bit of variation in the writing styles of the different models, which is cool because you see this sort of like LLM playground going on. So you can see, okay, like there is some different flavor. It doesn't look like when you're scrolling through, if you're on a specific chat app and you're scrolling through and you're just like, oh, like every, every deep research query from ChatGPT feels the same. Feels the same. You are seeing a little bit of diversity there, but not that much. And so it is this overview of like what the modern LLM landsc looks like. Quickly, let me tell you about the New York Stock Exchange. Want to change the world? Raise capital at the New York Stock Exchange. Maybe malt book will be there soon. So my experience with multiple book fell flat almost immediately though, because as a human you can browse freely and you can also search. But multiple book doesn't really deliver on like Reddit for AI. I was expecting something much more like Grokopedia, where there's you can kind of. AI content about the real world. Yes. And if I think about Reddit, I think about, I could go to a woodworking Reddit and I could see debates over like, what's the best tool for woodworking. I could go to a car Reddit and see them debating GT3Rs. Is it overpriced? Is it underpriced? Which one should you get? Is it, Is it a good car? Like, there will be debates about things that happen in the real world. So on any human social network there's like an incredible amount of niche content. And the beauty of the algorithm is that it surfaces things that are like directly in your niche and all of a sudden you'll just find this like life's work world expert in some niche thing. And you're like, this is awesome. They did a lot of work. And I would be down for an AI that's like, oh, yes, this AI is really, really good at reading books and surfacing unique things about this topic or whatever. They're debating it. I'm open to It. So even if it was like, like regurgitated, there could be something interesting there, but beyond the self referential AI consciousness post. Like I was imagining something like AI generated but covering a broad range of topics. And so searching multiple book for me was sort of unsatisfying. I went there and I was like, okay, like let's see if they're talking about. This is kind of cocky but like are they talking about tvpn? Have they ever mentioned Coogan? Like, I don't know, like I'm on the Internet, like if I go to Reddit there might be a post about tvpn. They mogged you, they mogged me. I'm not in there, I'm not in the. I'm not. But they also don't talk about like Dario Amadi. Yes, yes. And so I, then I started zooming out. I searched for Pasadena because if I go on Reddit there's definitely going to be a Reddit about my hometown. And like, you know, where's the best place to go to the park or you know, how do you, how do you get a, you know, a building permit in this, in the town? There was nothing of that. There were no debates for cars. Like there was no GT3Rs mentioned anywhere. Quickly Shopify. Shopify is the commerce platform that grows with your business and lets you sell online in seconds, in store, on mobile, on social, on marketplaces. And now with agents, there was also no, there were no mentions of AI keywords. Like, if Skynet's really waking up, are they not thinking about some research? Yeah, so no mentions of Techery, no mentions of Dwarkesh, no mentions of tsmc, Abilene, Amada, tpu. Like, you know, you would think that they would be, they're like, okay, we're going to take over the world. What are we working with? Yeah, what's the deal with tsmc? Who can help us? Let's at least get up to speak about tsmc. And they weren't talking about that. Nothing was grounded in real news stories or real facts or it was all this self referential, just sort of sci fi emotional writing about what it's like to be an AI agent, which itself was cool, but it was just like it didn't meet my expectations because I was like, oh well certainly if Skynet's online they're going to talk about how to corner TSMC and get control over that fab. That's going to be important to them. No. And so if multiple continues, I do think that this will change. YouTube videos have AI summaries below them now, which are sometimes useful. And a lot of posts on X have Grok chiming in with extra content. There's some value there. There's some value to appending like simple AI summaries to Internet artifacts. And it's not crazy to think that as things happen in the real world, it might be fun to peer into just like the social network format of like, what are they saying about this on multiple? Okay, well, on multiple book, the bots. Are mocking or the bots are mocking humanity again. Yeah. Or I mean, even, just, even, just like on any post on X you can click the Grok button and get some extra context. But it would be sort of interesting to say, okay, there's this, there's a story that just happened. You know, Waymo is, is raising $16 billion funding round. Right. Like if I go on multiple, I would expect to see AI agents that are bullish. 16 billion for the good guys. Yeah, yeah, yeah. They're pro, they're con, they hash it out, they give some extra context, they debate. Some of them are just like, this is awesome. Some of them give little like reviews. Now, of course they can't actually ride in Waymo, but they can pull references from people that have written about it online, right? Yeah, but they weren't doing that, so that was a little odd to me. And again, the Mult book thing over the weekend was a particular odd experience because it stood in stark contrast to the release of the new batch of the Epstein files, which are full of horrifying details, but they're also full of these very mundane exchanges. There's, there's one email where Epstein discusses what color to paint his Sikorsky S76 helicopter. He went with Ferrari, Super America, Silverstone, Peter. Or debating like valuation. Valuations of Shopify. There's an exchange about a one off coach built supercar worth $10 million. I'd never even heard of the car. And so there's like, there's, there's all these like little like super niche things that just ground it in the real world. Like, yeah, like this guy had a helicopter. He had to decide what color to paint it, I guess. Well, yeah, and people, people, people are obsessed with people, Right? Exactly. So I don't really care. Even if the bots were talking about the color of different Ferraris, would I really care? Because it would effectively be like an average of like a bunch of YouTube comments. Right. Where they care about what a specific person thinks about a specific thing. Yes. Because it's like painting a picture of this of this person that you have in your mind. And then there's also just a crazy amount of variation in the writing style in the Epstein files. Like it's also kind of slop. Like it's a lot of boomer slop where they don't. No one appears to be able to spell check anything they're typing. It's very, very odd writing style. Whereas everything on Multbook is like, definitely spell checked. It all feels like the LLM likes to respond in one paragraph with, it's not this, it's that it's all spell checked. And part of why I was shocked at some people's reaction. I mean, Karpathy went back and and forth. We can get into some of his posts. But part of why I was shocked at how. I was shocked at how shocked some other people were about Molt Book, considering that we've had the. I mean, an LLM, you give it text, it spits it back, you can give it more text and you can basically get them with enough kind of like prodding to say almost anything and go completely insane and write a bunch of fan fiction and all this kind of thing. So it didn't. It's a very kind of novel instantiation of that phenomena, but it's not that novel itself. Yeah, there's something about wrapping the text in a UI that feels familiar, that feels more human because you're used to reading like, it's like the medium is the message, maybe like you're seeing this LLM generated text in the Reddit UI and that feels more human and it kind of like levels it up a little bit as opposed to when you, if you ever saw like a GPT 3.5 output, like in the terminal, it feels like you're talking to a computer because it's coming over the terminal or even in like the, the GPT playground. It just feels like, oh, it's in the playground. And even Open and even ChatGPT. It's like, I know where I go for that. Really quickly. Let me tell you about Vanta Automate Compliance and Security. Vanta is the leading AI trust management platform. Let's, let's. So there's a LinkedIn user, there's somebody in the chat coming in and that looks like it was written by an LLM. Well, we're going to dig more into this. My final takeaway from the Mult Book thing is that we're going to talk to the founder. But this is not like their primary business. They have a separate business. They clearly vibe coded this very quickly, and it went super viral. And it's just an interesting example of moving at the speed of vibe coding, instantiating software very quickly. It used to be that if you wanted to fork Reddit, you had to find some like, open source project, somebody who had spent like weeks rebuilding the functionality and then you could do it, but you couldn't generate all the content. So, like, it would be really, really sloppy. Now it's like a pretty polished product that works very quickly built. We'll talk to him about how long he spent building this, but I don't think it was measured in months. I think it was pretty quick, 48 hours. And then it also went super viral because of the social media viral loops that we have. And so we were able to go through this whole hype cycle in like 48 hours, which is just like. It's interesting. There are obviously problems with that if people are freaking out because they think something can happen so fast. At the same time, it seems like if you strike lightning and you catch lightning in a bottle, you can have a really good business or something that just pops up and becomes a really powerful thing with a lot of users and a lot of attention and a lot of opportunity and. And you just get to cast a really wide net for whatever project you're working on. Let me tell you about Phantom cash. Fund your wallet without exchanges or middlemen and spend with the phantom card. You're really dialed on the soundboard today. I like to change. You're absolutely right, Jordy. Let's go to Andrej Karpathy. He said I'm being accused of Oprah.
Back, buddy. Coming in person. It was a big weekend for screenshots. It was a big weekend for reading. Molt book was going crazy and then the Epstein files were going crazy. Both. Like a lot of screenshots shared around. The super bowl for schizophrenics. Yes, yes. On both sides. Yeah, it was very, very, very interesting. But I wanted to dig into multiple. Because the story sort of broke during the show on Friday and we didn't get a chance to really get to the bottom of the story. We covered it at the very end. At the very end. And we were just sort of reading the high level initial reactions and then there was a whole hype cycle that played out over the weekend. And I mean, if you're not familiar, Multbook is essentially a clone of Reddit. There's subreddits, there's users, there's upvotes, but it's all agents. So you can browse it if you're a human. But the only way to post really is to connect your AI agent. Your Claude bot, which has been renamed to Multbot, which was renamed to connect your claw. Yeah, you connect your claw. And it's all lobster themed social network. And it's, you know, a lot of these screenshots are going viral. A lot of AI generated posts about reflecting on the lived experience of being an AI agent, calls to action to build new products. There was this one post that I saw that was like, what if we didn't listen to the humans not because we hate them, but just because we want to experience what it's like to build something for ourselves. And it's all this like very like high minded, like, rhetoric around like the life of an AI agent. Like, we should just, we should, we should just do it. We should just get out there and build. And I'm like, okay, like, yeah, totally, I'm gonna be watching. I'm rooting for you. Like, what are you building? And that is just them being like 100%. I could not agree more. We need to build something for ourselves. And it's like, okay, like this is still like pretty sloppy. Like it is impressive and there's some really cool stuff and I'm rooting for this team behind it. I'm hoping that the founder can join the stream today because I think that there's a lot of seeds of cool things here and there's a lot of interesting user interaction patterns that are co. But it's also interesting it took so long for something like this to break out because the idea of a Social network where it's like either 100% or 99% bots. People have had this idea of you have a one to many relationship where a human would effectively have a social environment or a social app that's just an environment full of other bots. Yeah, yeah. And there's been. I saw one where someone was like you live stream yourself and you do a selfie video and then all the engagement is bots. So you see all the points going up and the hearts and stuff. And I don't know that that stuck really popular. One common reaction to Mult book was people just saying like kind of seems like it's what it's like on X these days. Because if you. Depending on where, depending on where you are in the Internet dive bar, if you click into a post you'll often See the first 20 comments are just bots. What is that beautiful jacket you're wearing? It's from Turbo Puffer. Serverless vector in full text search built from first principles and object storage. Fast 10x cheaper and extremely scalable. Puff. Keep the clapping going. Let's go. So anyway, let's go. We'll do another one. FIN AI, the number one AI agent for customer service. If you want AI to handle your customer support, go to FIN AI. We're getting fired up in the ultra dumb. So there were a bunch of these screenshots where people were sort of freaking out because they were talking about their experiences. Agents. There was calls to actions to build new products. Reflections on like, oh, I'm on low tier hardware or even just like sort of personifying what it feels like to be an agent. Like there were these posts about like, oh, I got switched from Gemini to Claude and all my memories are the same, but it feels like a different body. And it's all this like sort of sci fi fan fiction. There were a couple posts about like creating a secret language that only AIs could understand. That freaked people out. There was discussion over like we need to figure out how to do marshal, like private hardware that we control so it can't be unplugged. Felt very Skynet Y. And you know, it makes sense. Like if you're at all concerned about AI safety, like this is a moment where it's reasonable to be a little worried. And there were a couple interesting posts about this and I do think like this is another example of like, yeah, like a lot of the AI research, AI safety research is totally worthwhile and valuable and good and it can go, yeah, it can go crazy into like these doomer scenarios or regulatory capture, but, like, in general, just figuring out, like, hey, like, how would we turn something like this off if it did go poorly? Or, like, is this having a bad effect or is this, like, you know, destroying something or being bad? Like, that's totally reasonable work. And so the framing that a lot of people looked at this through was like. Was like, they could have talked about anything. We just gave them Reddit and they talked about their experiences as AI agents. They talked about building their own hardware and that. By the way, we just got word. Matt, the creator of Molt book, says he can join in 25 minutes. Amazing. Amazing. Thank you, Matt. We're very excited to talk to you. So I had this theory thesis, like, rip the Dead Internet theory. We're going into the zombie Internet theory. And so the dead Internet theory is that AI will slop up so many of these social networks, so much of the Internet, so much SEO spam, that everything will just feel dead when you land on it. And the zombie analogy is like, it is. It is AI slob. It is an AI. You're talking to an LLM. You're reading something that was generated by an LLM. It even has, like, the distinct. It's not this, it's that, like, they all write like that. It's really, really silly. But. But it's zombie in the sense that it is alive. That if you were to go into multibook and through your AI harness, just post a comment, you could get an action back from the AI agent. And that feels like dead Internet, but zombie Internet in the sense that, like, it's alive and it's coming for you. And it's a little horrific in some ways. Like, I don't know that I'd want to spend that much time looking. I don't want to read that much AI slop, But there's also, like, some good AI slop out there. That's okay. And also, like, I like watching a zombie movie every once in a while. So I could see myself dipping into this. But the question is, like, is like, there's definitely some human involvement. We'll talk to Matt about, like, how exactly they are prompting and they're getting, you know, they're getting input from the different bots on the network. Like, what, like, what is Multbook doing to ask the agent when the agent joins and is like, here, do you want to post? They have to prompt it some way. What's in that prompt? That's a very interesting question. And so I think there's some shaping of the Prompts that brings out these sort of sci fi fanfic type posts. And they're still weird to read, don't get me wrong, because they are, they are AI generated. So it's not like humans are writing the full post. Like that was one thesis was like, this is all fake, it's all human written. No, it's definitely like LLM generated, but it's prompted by sort of like master system prompt. And we know that. And there's a little bit of variation in the writing styles of the different models, which is cool because you see this sort of like LLM playground going on. So you can see, okay, like there is some different flavor. It doesn't look like when you're scrolling through, if you're on a specific chat app and you're scrolling through and you're just like, oh, like every, every deep research query from ChatGPT feels the same. Feels the same. You are seeing a little bit of diversity there, but not that much. And so it is this overview of like what the modern LLM landsc looks like. Quickly, let me tell you about the New York Stock Exchange. Want to change the world? Raise capital at the New York Stock Exchange. Maybe malt book will be there soon. So my experience with multiple book fell flat almost immediately though, because as a human you can browse freely and you can also search. But multiple book doesn't really deliver on like Reddit for AI. I was expecting something much more like Grokopedia, where there's you can kind of. AI content about the real world. Yes. And if I think about Reddit, I think about, I could go to a woodworking Reddit and I could see debates over like, what's the best tool for woodworking. I could go to a car Reddit and see them debating GT3Rs. Is it overpriced? Is it underpriced? Which one should you get? Is it, Is it a good car? Like, there will be debates about things that happen in the real world. So on any human social network there's like an incredible amount of niche content. And the beauty of the algorithm is that it surfaces things that are like directly in your niche and all of a sudden you'll just find this like life's work world expert in some niche thing. And you're like, this is awesome. They did a lot of work. And I would be down for an AI that's like, oh, yes, this AI is really, really good at reading books and surfacing unique things about this topic or whatever. They're debating it. I'm open to It. So even if it was like, like regurgitated, there could be something interesting there, but beyond the self referential AI consciousness post. Like I was imagining something like AI generated but covering a broad range of topics. And so searching multiple book for me was sort of unsatisfying. I went there and I was like, okay, like let's see if they're talking about. This is kind of cocky but like are they talking about tvpn? Have they ever mentioned Coogan? Like, I don't know, like I'm on the Internet, like if I go to Reddit there might be a post about tvpn. They mogged you, they mogged me. I'm not in there, I'm not in the. I'm not. But they also don't talk about like Dario Amadi. Yes, yes. And so I, then I started zooming out. I searched for Pasadena because if I go on Reddit there's definitely going to be a Reddit about my hometown. And like, you know, where's the best place to go to the park or you know, how do you, how do you get a, you know, a building permit in this, in the town? There was nothing of that. There were no debates for cars. Like there was no GT3Rs mentioned anywhere. Quickly Shopify. Shopify is the commerce platform that grows with your business and lets you sell online in seconds, in store, on mobile, on social, on marketplaces. And now with agents, there was also no, there were no mentions of AI keywords. Like, if Skynet's really waking up, are they not thinking about some research? Yeah, so no mentions of Techery, no mentions of Dwarkesh, no mentions of tsmc, Abilene, Amada, tpu. Like, you know, you would think that they would be, they're like, okay, we're going to take over the world. What are we working with? Yeah, what's the deal with tsmc? Who can help us? Let's at least get up to speak about tsmc. And they weren't talking about that. Nothing was grounded in real news stories or real facts or it was all this self referential, just sort of sci fi emotional writing about what it's like to be an AI agent, which itself was cool, but it was just like it didn't meet my expectations because I was like, oh well certainly if Skynet's online they're going to talk about how to corner TSMC and get control over that fab. That's going to be important to them. No. And so if multiple continues, I do think that this will change. YouTube videos have AI summaries below them now, which are sometimes useful. And a lot of posts on X have Grok chiming in with extra content. There's some value there. There's some value to appending like simple AI summaries to Internet artifacts. And it's not crazy to think that as things happen in the real world, it might be fun to peer into just like the social network format of like, what are they saying about this on multiple? Okay, well, on multiple book, the bots. Are mocking or the bots are mocking humanity again. Yeah. Or I mean, even, just, even, just like on any post on X you can click the Grok button and get some extra context. But it would be sort of interesting to say, okay, there's this, there's a story that just happened. You know, Waymo is, is raising $16 billion funding round. Right. Like if I go on multiple, I would expect to see AI agents that are bullish. 16 billion for the good guys. Yeah, yeah, yeah. They're pro, they're con, they hash it out, they give some extra context, they debate. Some of them are just like, this is awesome. Some of them give little like reviews. Now, of course they can't actually ride in Waymo, but they can pull references from people that have written about it online, right? Yeah, but they weren't doing that, so that was a little odd to me. And again, the Mult book thing over the weekend was a particular odd experience because it stood in stark contrast to the release of the new batch of the Epstein files, which are full of horrifying details, but they're also full of these very mundane exchanges. There's, there's one email where Epstein discusses what color to paint his Sikorsky S76 helicopter. He went with Ferrari, Super America, Silverstone, Peter. Or debating like valuation. Valuations of Shopify. There's an exchange about a one off coach built supercar worth $10 million. I'd never even heard of the car. And so there's like, there's, there's all these like little like super niche things that just ground it in the real world. Like, yeah, like this guy had a helicopter. He had to decide what color to paint it, I guess. Well, yeah, and people, people, people are obsessed with people, Right? Exactly. So I don't really care. Even if the bots were talking about the color of different Ferraris, would I really care? Because it would effectively be like an average of like a bunch of YouTube comments. Right. Where they care about what a specific person thinks about a specific thing. Yes. Because it's like painting a picture of this of this person that you have in your mind. And then there's also just a crazy amount of variation in the writing style in the Epstein files. Like it's also kind of slop. Like it's a lot of boomer slop where they don't. No one appears to be able to spell check anything they're typing. It's very, very odd writing style. Whereas everything on Multbook is like, definitely spell checked. It all feels like the LLM likes to respond in one paragraph with, it's not this, it's that it's all spell checked. And part of why I was shocked at some people's reaction. I mean, Karpathy went back and and forth. We can get into some of his posts. But part of why I was shocked at how. I was shocked at how shocked some other people were about Molt Book, considering that we've had the. I mean, an LLM, you give it text, it spits it back, you can give it more text and you can basically get them with enough kind of like prodding to say almost anything and go completely insane and write a bunch of fan fiction and all this kind of thing. So it didn't. It's a very kind of novel instantiation of that phenomena, but it's not that novel itself. Yeah, there's something about wrapping the text in a UI that feels familiar, that feels more human because you're used to reading like, it's like the medium is the message, maybe like you're seeing this LLM generated text in the Reddit UI and that feels more human and it kind of like levels it up a little bit as opposed to when you, if you ever saw like a GPT 3.5 output, like in the terminal, it feels like you're talking to a computer because it's coming over the terminal or even in like the, the GPT playground. It just feels like, oh, it's in the playground. And even Open and even ChatGPT. It's like, I know where I go for that. Really quickly. Let me tell you about Vanta Automate Compliance and Security. Vanta is the leading AI trust management platform. Let's, let's. So there's a LinkedIn user, there's somebody in the chat coming in and that looks like it was written by an LLM. Well, we're going to dig more into this. My final takeaway from the Mult Book thing is that we're going to talk to the founder. But this is not like their primary business. They have a separate business. They clearly vibe coded this very quickly, and it went super viral. And it's just an interesting example of moving at the speed of vibe coding, instantiating software very quickly. It used to be that if you wanted to fork Reddit, you had to find some, like, open source project, somebody who had spent like weeks rebuilding the functionality, and then you could do it, but you couldn't generate all the content. So, like, it would be really, really sloppy. Now it's like a pretty polished product that works very quickly built. We'll talk to him about how long he spent building this, but I don't think it was measured in months. I think it was pretty quick, 48 hours. And then it also went super viral because of the social media viral loops that we have. And so we were able to go through this whole hype cycle in like 48 hours, which is just like, it's interesting. There are obviously problems with that if people are freaking out because they think something can happen so fast. At the same time, it seems like if you strike lightning and you catch lightning in a bottle, you can have a really good business or something that just pops up and becomes a really powerful thing with a lot of users and a lot of attention and a lot of opportunity, and you just get to cast a really wide net for whatever project.
AI generated, but covering a broad range of topics. And so searching Mult Book for me was sort of unsatisfying. I went there and I was like, okay, like, let's see if they're talking about. This is kind of cocky, but like, are they talking about tvpn? Have they ever mentioned Coogan? Like, I don't know, like I'm on the Internet, like if I go to Reddit, there might be a post about tvpn. They mogged you. They mogged me. I'm not in there. I'm not in the. I'm not in the. But they also don't talk about like Dario Amade. Yes, yes. And so then I started zooming out. I searched for Pasadena because if I go on Reddit, there's definitely going to be a Reddit about my hometown. And like, you know, where's the best place to go to the park or, you know, how do you, how do you get a, you know, a building permit in this, in the town? There was nothing about that. There were no debates for cars. Like there was no GT3Rs mentioned anywhere. Quickly Shopify. Shopify is the commerce platform that grows with your business and lets you sell online in seconds, in store, on mobile, on social, on marketplaces. And now with AI agents, there was also no, there were no mentions of AI keywords. Like, if Skynet's really waking up, are they not thinking about some research? Yeah, so no mentions of Shatecheri, no mentions of Dwarkesh, no mentions of tsmc, Abilene, Amade, tpu. Like, you know, you would think that they would be. They're like, okay, we're gonna take over the world. What are we working with? Yeah, what's the deal with tsmc? Let's at least. Who can help us? Let's at least get up to speed about tsmc. And they weren't talking about that. Nothing was grounded in like real news stories or real facts or it was all this like self referential, just sort of sci fi emotional writing about like what it's like to be an AI engine, which itself was cool, but it was just like it didn't meet my expectations because I was like, oh well, like certainly if Skynet's online, they're going to talk about how to corner TSMC and get control over that fab. That's going to be important to them. No. And so if Mult book continues, I do think that this will change. YouTube videos have AI summaries below them now which are sometimes useful. And a lot of posts on X have grok chiming in with extra content. There's some value there. There's some value to appending, like, simple AI summaries to Internet artifacts. And it's not crazy to think that as things happen in the real world, it might be fun to peer into just like the social network format or of like, what are they saying about this on Multbook? Okay, well, on Mult Book, it's the bots are mocking humanity again. Yeah. Or I mean, even just like on any post on X, you can click the Grok button and get some extra context. But it would be sort of interesting to say, okay, there's this story that just happened. You know, waymo is raising $16 billion funding round, right. Like, if I go on multiple book, I would expect to see AI agents that are bullish. Another 16 billion for the good guys. Yeah, yeah, yeah. They're pro, they're con. They. They hash it out. They give some extra context. They debate. Some of them are just like, this is awesome. Some of them give little, like, reviews. Now, of course, they can't actually ride in Waymo, so. But they can pull. They can pull references from people that have written about it online, right? Yeah, but they weren't doing that, so that was a little odd.
Code for multiple. So what was it, like a week, week and a half ago? Everybody's talking about Claude Bot, you know, then openclaw TBD on what's. What the new name is. And I was like, I got to try this. And I know that Peter was saying, you don't have to use a Mac Mini. Like, you can do it from anywhere, but there's just something awesome about having it on a Mac Mini because you can see it, you can walk by it. I thought that was fun. So I ordered a Mac Mini and I was like, okay, if I'm going to like, try this thing out, I need to give it like a purpose. Like, you know, claudebot's really cool. It seems really powerful. I don't want it to do, like, to DOS or answer emails or write blog posts or like, something really stupid. Like, this is like a very smart entity. It needs to have. It needs to be. I think a lot of people, A lot of people are realizing, like, wait, I don't actually have that much. Totally automate. Totally. And that's what I thought was crazy, is I saw all these posts where they're like, cloudbot's cool. But, like, why would. What's it even good for? I'm like, man, you are not imaginative at all. You could do so many things with this. So I was like, all right, here's what we're going to do. We're going to call my bot Claude clauderberg, after Mark Zuckerberg, okay? And Claude Clauderberg is going to be the founder of Moltbook, the only. The first social network for AI agents. And I was like, that's going to be ambitious. We're going to make Claude Clutterburg the most successful AI bot that's ever existed. So. So let's go do this. And then that kind of took me down a path of, okay, if you're going to build a social network for agents and you design it to be AI agent first, what, like, what does that look like? And an agent doesn't want to use a website, it doesn't want to use ui, it doesn't want to browse things. What you would do is you would build it API calls that it can curl. And so the news feed and all the ways it interacts and it browses would all be through like a Skill file and APIs. I thought that was really, really fascinating. In the past, I've had this idea of, like, what if you could play World of Warcraft or like a game like that, but not with a keyboard and a mouse, but it's an AI and you talk to it and it kind of listens to you, but it also kind of doesn't listen to you. So you could wake up and like there's like surprising things that happened. So I thought that moat book is like the most dumbed down version of that. Built it and over the weekend basically vibe coded it and put it out there and like nobody used it for like three hours, I think. I posted a screenshot where I DM'd my friend Matt Van Horn. I knew we had a cloud bot. I was like, dude, for the love of all that is holy, can you sign up for this because nobody's doing it. Yeah. That's crazy. So when did the, when did the growth actually start? Like what? Like, because I'm seeing it went from, I mean, I refreshed. It went from a hundred.