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On social, on marketplaces, and now with AI agents. And then I want to go to Tyler. Yeah. I was going to say, like, it feels like the vibe war is, like, really heating up. Right. Like, over the summer, there was talent. War is kind of a cold war. Right. It's kind of like, okay, we got your guy. But on Twitter, and it was all leaks behind the scenes. Like, Mark Zuckerberg. Didn'T even really give an interview during that whole time. Yeah. And. And there was, like, that leaked memo from Mark Chen saying, like, I feel like something has been stolen from us. And I was saying they were not coming out and saying. Yeah, at Davos, like, audio is like, basically. Yeah. He's still not saying OpenAI the words, I think. Yep. But he's saying, like, companies are doing ads. There's only one company that's doing ads. Yeah, yeah, yeah, yeah. I mean, it's sort of like the anti. There's these. Ben Thompson has this great formulation of, like, the anti YouTube alliance between, like, Spotify and Netflix. So, like, once one company starts pulling away in a category, all the other companies sort of have a incentive to team up. And right now, it does feel like we're getting a little bit of an anti OpenAI alliance because everyone's like, well, they pulled away and. And so let's gang up on them. And they did so much stuff on the supply side. They locked up all of these different supply chain partners. We got to push back. We actually got to team up. And that's what you see at Davos with the buddy cop movie emerging between Daria and demos. We will see Katie, the CEO.

To make it. Yeah, yeah. Are you doing anything on this? On the, on this, on the front of, like, making TurboPuffer intelligible to agents. So if someone goes to a vibe coding app or a CLI tool and they just say, solve this problem for me, the agent pulls turbopuffer off the shelf. I mean, we, we try as much as we can to make the docs very easy to read. Yeah. I think it's not completely clear how the LLMs make the decision of what the best database is, but I think that we're trying to do what we can to make sure that the LLMs like, like puffin as well. Yeah. I, I, we have made API decisions around what it would be easier for the, for the LLMs to guess. Yeah, yeah. I heard an interesting anecdote about someone building a CLI tool. They wanted to make it easy for an LLM to grab or an agent to grab. And so basically they just rewrote the CLI to include every possible hallucination or mistake that could be made. And people often do this with URLs where they will say, well, you know, some people might type the wrong URL sometimes, but LLMs hallucinate in a slightly different way. They don't necessarily fat finger a single key, but they might drop the wrong token or use the wrong phrase or use the wrong term. And so they rewrote their CLI to include every possible permutation that an LLM could think about in terms of update, edit, quit, exit, all the different keywords. They just created hooks and functionality for all of them. So even if the LLM shows up and is kind of clumsy, it can still use it, and so it still likes it. But I don't know, I don't know where all that goes. On the commercial side, this is more for, like, open source. Yeah. I think maybe it's a little overblown how much you have to design for this. I think it's the same with humans, we fat finger stuff. And the LLMs are a lot more resilient now than they were even just six months ago. So to me, it's just always good API design. If you're designing a good API or a good CLI or a good interface, you should sort of be able to predict, like, oh, if I did this, it's probably going to work this way. And I think the LLM treats it exactly the same way. So I would maybe take back that we're doing anything super intentional for the LLMs, because I think the same design that's good for humans is good for LLMs. Yeah. Yeah, that makes a lot of sense.

Platform for payroll, benefits and hr built to evolve with modern small and medium sized businesses. And we have some breaking news. Sam Altman has responded to the Anthropic ads. He says first the good part about the Anthropic ads. They are funny and I laughed. I like it. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads is that we won't do exactly this. We would never obviously run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that. I guess it's on brand for Anthropic Doublespeak. To use a deceptive ad to critique theoretical deceptive ads that aren't real. But a Super bowl ad is not where I would expect it. More importantly, we believe everyone deserves to use AI and are committed to free access because we believe access creates agency. More Texans use ChatGPT for free than total people use Claude in the United States. So we have a differently shaped problem than they do. If you want to pay for ChatGPT plus or Pro, we don't show you ads. Anthropic serves an expensive product to rich people. We are glad they do that, and we are doing that too. But we also feel strongly that we need to bring AI to billions of people who can't pay for subscriptions. Maybe even more importantly, Anthropic wants to control what people do with AI. They block companies they don't like from using their coding product, including us. They want to write rules for themselves for for what people can and can't use AI for. And now they also want to tell other companies what their business models can be. We are committed to broad democratic decision making. In addition to access, we also are committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI. And we know the only way to get there is to work with the world to prepare. One authoritarian company won't get us there on their own, to say nothing of the other obvious risks is a dark path. As for our super bowl ad, it's about builders and how anyone can now build anything. Builder no. We are enjoying watching so many people switch to Codex. There have been 500,000 app downloads since launch on Monday and we think builders are really gonna love what's coming for them in the next few weeks. I believe Codex is gonna win. We will continue to work hard to make even more intelligence available for lower and lower prices to our users. This time we belongs to the builders not the people who want to control them so he fires fires back yeah. It was more responses this is why I said in general like again I think Sam has to admit that the ads are pretty entertaining and it's just such a wild move and unexpected from anthropic given that they've been trying I mean I'd say like from a brand standpoint going with like the sort of edgy adult humor was risk unexpected but yeah ultimately it's deceptive like they're trying to mislead people about OpenAI's ad product. Yeah it's not corn syrup like the. Entire strategy of the campaign is clearly not to drive downloads it's fud. It's fud. Yeah and yeah I think there will probably be a Harvard business case study on this I think we should do. TBPN business case studies I think that'd be fun should generate those also it's just anti ad which I don't like I like ads here's another ad.

Doing something different. Being a straight A student is not different, especially. With grade inflation. Talk about the differences culturally between the hedge fund guys, you know, and the venture capitalists. I was reading Dan Wong was talking about how in the hedge fund world you're wrong five times before breakfast because everyone has a different thesis and then it's immediately proved right or wrong. So you get more used to being contrarian and everyone wants to find that edge. Whereas in Silicon Valley there's a little bit more int. Incentive to go with the herd because you can just ride the wave. What else have you seen and do you agree with that take? Yeah. So hedge funds, it's got to get very, very generalist view, Extremely generalist view, broad view. What I would say is I think if you were to take the best hedge fund managers I know and the best venture capitalists I know, we've been fortunate to partner with a bunch of people, work with people, have people back us, I would tell you that in three month or six month increments, I think the smart, the hedge fund guys are smarter and like have a better sense of where the world is going. But I think over like a five to ten year period, the venture capitalists have a better view just in general, like how they think. Makes sense. Yeah, kind of a line.

Sir, but. Yeah, Andrew, what do you see in the market? Yeah, I think the, you know, like the scorpion and the frog, the voting machine will be a voting machine. And I think in the public markets with software, there is a lot of baby being being thrown out with the bathwater. And I think as far as I can tell, the only prerequisite for being an AI native company is being a private company. And I'll leave that there. I do think what really matters is our business is accelerating as these models are getting better and are they delivering value in a way that's like differentiated and unique? And we are seeing companies like eleven that are growing faster with better economics, better customer references, and just faster deployment than anything else we've ever seen. Like, I've going back to when I first met Mahdi 2023, I remember when I first looked at 11, it was not obvious like, what kind of company this is. Is it a consumer company? Is it an enterprise company, Is it a foundation model lab? Is it an application company? And it turns out it was all of those things. And I think for like these truly, like the true AI winners, it's, you know, like the phrase going from strength, strength to strength. It's like everywhere 11 has been competing, they have just been dominating. And like, shame on me for not investing a zillion dollars three years ago. Fortunately, we were lucky to invest a little bit and I got to know Marty. But yeah, the new wave of these AI companies are just incredible. Can you both talk about.

Billions on it and is now rebuying it. Like these things are. Just like. Yeah. The crazy thing, I was. Like like all sent out at the same time. So. Yeah, and you're always looking at, looking at PayPal. You have a, it's trading at seven times earnings now. When I looked this morning, they have half a billion users. It's, it's, it's a global payments network. Yeah. It doesn't seem like anything you can just vibe. You're not going to vibe money transfer license. We're going to. Buy code it, we're going to build it. We're just going to make. By the way, same with workday as well. We're just going to vibe code our way. You know, only took work day 20 years to get companies like Nike and Procter and Gavel to give them all their ERP data. Of course, you know, Mitchell and John and Jamie and we're going to like, we're going to vibe code our way. Yeah, I think, I think people are. People are undervaluing trust right now. Totally. People forget how software companies like building code has never been the actual like hard thing about a software company. There's not like building semiconductor chips. It is like distribution. People forget. You build a piece of software, then you have to sell the software, then you have to maintain the software, then you have to add features to the software, then you have to connect it with other systems. Those systems change. You have to have user permissioning. This stuff is really complex. I'm sorry, the dude sitting on Silicon Valley in a shed on Sandhill or in San Francisco, who's going to vibe code their way? Oh, I'm sorry. How about the other 10,000 software engineers Salesforce has or the 3,000 software engineers at Workday has? I mean are they just like sitting around. You know. On their thumb? No. Of course they're going to try to innovate and what's going to happen is no different than what happened in 99 and 2000. Yeah. If you look at the top 50 sellers on the Internet today of like the largest e commerce companies, like yes, Amazon is one but Walmart, Home Depot. You know, they made it through Macy's. Yeah, It's a good e commerce businesses like one way really quickly you can.

You should go there more than anywhere else. Does. That resonate with you? It resonates 100%. At my brother's company, he's building a start of craft docs. Yeah. Over the winter he realized like these agents are really good. And he just mandated his team everyone using cloud code. Everyone needs to do prompting and you need to generate your code. And he said about 50% of his team got really demotivated and one engineer quit because he told him, I do not want to be a prompter. I love the craft. That engineer was really code was his kind of identity. He was the go to guy. He understood the code base better than anyone. And what happened in this first week is people used to go up to this person asking for like, hey, how does this work? Et cetera. No one walk up to him because the AI could answer it. And on this retreat in Utah, I talked with a bunch of people who've been on larger enterprises, like big companies, and they were telling me the same thing, that the people who are struggling, whose identity is the code and the craft and the people who are thriving, their identity, their is less of the code, it's the impact. Let's build cool stuff, let's help the business or let's. I love this industry and I want to advance it. So I think that that's going to happen. Like builders who don't care about the tools that much are going to thrive. People who care about the craft, there might be niches for them and it's not going to go away, but it'll be harder. Yeah, you always see that in the video game industry. Or I'm thinking of the Dwight Schreider. Every programmer loves video games. And so I mean not everyone, but a lot of them. So they go there and they'll be like.

Very meaningful part highways, energy products, data centers. I think another big thing that's going to drive a lot of capex is this this you know accumulated depreciate this accelerated depreciation and the big beautiful bill that will benefit people like Equipment share. And to put it in perspective I think companies like Equipment share and the S1 because they haven't filed results yet I think last quarter you know in the S1 result in the last quarter the S1 and the S1 was like growing nearly 30% a year yet you have companies like United Hertz and Sunbelt that grow like single digits and yet these things traded almost similar EBITDA margins. Now the reality is is people that tend to buy companies like Equipment Share Hertz equipment are not used to businesses that grow 30% so they need to just like continue to put up results and I think they'll look at the look at the multiple expansion over time but they are is like a great second derivative play on AI totally in the public market.

Or should we move on to other super bowl coverage? Because we're not the only ones running ads. Lots of tech. Absolutely. Wild, wild morning. Yes. I was not expecting this out of Anthropic. They basically took the vibe war was, like, effectively relegated to X. Yeah. It just felt like the same 100,000 people saying, it's so over, we're so back. It's over. We're so back. They're taking it to the main stage. Right. And it shouldn't be that surprising. Right. Anytime Dario gets on a mic anywhere. Yeah, he's taking shots at open air, but he's. He's not taking direct shots. Not direct shots. He's always. And this arguably is not a direct shot either. I guess they just said ads are coming to AI. Yeah, Claude. Yeah, yeah, yeah. And anyway, so. But truthfully, like, a lot of the previous anthropic advertising has been very in their own lane. They've run a number of campaigns that have. Just thinking above the thinking where your thought partner. This one does feel like it's a response to. Of what's happening in the industry. Yeah. We'll get into why they took this approach. Clearly. I think we're just excited to spike Sam's cortisol. And I think they probably. They've definitely been watching some heights. Yeah, let's. Should we just play all four ads? Let's play at least one of them. We gotta play the height maxing one. That one's particularly funny. But are they here in the timeline? While we pull those up, let me tell you about Applovin. Profitable advertising made Easy with Axon AI. Get access to over 1 billion daily active users and grow your business. And you were saying earlier off the show, you were starting to like Anthropic until they came out against ad. Yes, yes. I see this as an attack on me. I see an attack on one advertiser as an attack on all advertisers. I'm pro ads. And wait, this is not. This is not the right ad. We'll come back to this. That's another super bowl ad that we'll have later. The anthropic attack on advertising, it does cross the line for me. It goes too far. And I think that they should be supporting the advertising economy. Almost 10% of the American workers. All right, so let's pull up this one. The first ad is, can I get a six pack quickly? Okay. And this one, I immediately thought, okay, definitely not just watching Clavicular. They're studying, apparently. Let's watch it. I was not expecting this to be the looks maxing Super Bowl. Yeah. But let's play it. Do we have it? No. Almost. While we're doing that, let me tell you about public investing for those who take it seriously. Stocks, options, bonds, crypto, treasuries, and more with great customer service. Without further ado, let's play it. Yeah. This is violation. It starts out by just saying violation. Yeah. Perfect. That is a clear and achievable goal. Would you like me to tailor a personalized workout plan? Yes. Perfect. Let me personalize this for you. The lag delay. This is a whole meme. On Instagram reels, people will do impressions of ChatGPT voicemail like this. £140. Got it. I'll create a plan that focuses on aesthetic strength. All right, pause for a second. Like the. The slight delay. It's. It is iconic. So good. Yeah. And clearly this was written with chat GPT. No, no, no, no. I'm saying, like, what do you mean? It's designed to sound like it was like. It sounds exactly like. Got it. I'll create a personalized plan. I don't think that's actually how ChatGPT sounds. I think, in fact, when I've watched the Instagram reels, they do the ChatGPT impression, and it's a little more like, this is written for comedy. And so the fact that he says. What did he say? Absolutely. Twice in a row. Like, that's something that isn't just built in the gym. Tri step boost max the insoles that add one vertical inch of height and help short king stand tall. What use code heightmaxing10 for big discounts. Ads are coming to AI hidenautical idea is a great ad. What's the difference between me and you? Heightmaxing thing is so crazy. So crazy to run an ad like this and not even do a call to action. Yeah, that was probably intentional. Well, if they're anti, call to action. Is like, you know, Google Claude, and you land on that. It's so funny. It's just truly the irony of being anti ad and then just spending. How much do you think they're running? They have four individual ads. You can imagine them. This will probably be one of the biggest buys of the Super Bowl. Someone ran the numbers, and if they did all. If they aired all four, it would be something like $80 million or something. I don't think that they're going to run all four. That seems like a lot. Maybe there'll be some regional buys in there. I don't know. $80 million seems like a lot to spend. I mean, it's a big company, they raised tens of billions, so, you know, it's possible. But that feels like. That feels aggressive. There's also bulk discounting. Sure, sure. And there's again, they could do. They could choose to do regional. And isn't there something where if you buy a massive ad campaign like this, you'll also have to buy in the Olympics as well? NBC sells both, so we could see a rerun of these or another buy later. Yeah. Super bowl has an insane amount of demand. Olympics has way less. But this is clearly like a particular moment in time. Yeah, it's insane. I mean, it's incredibly clever. It's also incredibly dirty. I think they're like trying to muddy the water around the ads rollout. Oh, sure, sure. As the ads, the ads that are coming to ChatGPT are effectively display ads. Right. Everybody in the industry by now should know this. Yet this campaign implies it look like the influence will influence the response and that you cannot trust it. Yeah, yeah. And so it's fair game. But it's like dirty. Yeah. It's sort of fake newsy. A little bit. It's a little bit. It's a little spin on top of what will wind up happening. And yeah. I mean, it wouldn't even make sense for the ads to really influence the content. They're probably just going to wind up doing what Instagram does and just showing you things that you're actually likely to purchase, no matter what you're looking at. Because that will just be what optimizes CAC and roas. Yeah. I mean, at some point I expect that the ads will be certainly targeted. Like if you search, I don't know, Yerba mate. Yeah. What Yerba mate should I get? It might show you, like, what it thinks you should get. And then separately it will have like. Here'S also another ad where you see a sponsored result and it's flagged and there's a little ad ad tag or slightly different background color and people are used to that. So I don't think anyone really expects, you know, ads as they roll out in ChatGPT to be some major violation of the social contract of what people understand ads to be. But what's interesting is that they don't actually say OpenAI, they don't say chatgpt. This is just what comes with the territory. When you're the dominant player, someone can just take a shot at the category. Yeah. And it feels like it's a shot at you and it's sort Of a. It's sort of a champagne problem. You know, if. If ChatGPT wasn't in the position that it was in, they wouldn't. Everyone wouldn't be like, oh, this is a shot at ChatGPT. They'd be like, oh, this is a shot at the category because there's seven players that are all equally used. It's like, no, let's pull up the next one. It's a dominant app. Yeah, let's pull up the next one. How do I communicate better with my mom? They went off with this great question. Improved communication with your mom can bring you closer. Here are some techniques you can try. Start by listening. Really hear what she's trying to say underneath her words. Build conversation from points of agreement. Find a connection through shared activity, perhaps a nature walk. Or if the relationship can't be fixed, find emotional connection with other older women. On Golden Encounters, the mature dating site that connects. Sensitive. This feels so off brand. Cougars for anthropic. Anthropic. Yeah. They haven't. It's not. It's not classy. Mm, yeah. Like, it's. It's. I'm not saying, I'm not saying it wasn't a good feels. It feels appropriate for the Super Bowl. This feels like the level of humor that you would see in super bowl ads. Like, if this was a Bud Light commercial, I'd be like, okay. But yes, I agree with you. It feels like totally unexplored territory for them. Yeah, it is a little low class. Vulgar. It's spicy. It's. Yeah, maybe. All right, pull up the next one. Pull up 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. Pull up the next one, please. Deception. So what do you think? Absolutely. That's such a fun and creative business idea. You've got something really special here. Getting started can feel daunting. I can make a step by step mini business plan. Do you want me to do that? Yeah. Absolutely. Here's some steps you can take. One, Research. Really get to know your audience. Two, think of a catchy name and start your social presence early. Three, new businesses often struggle with cash flow. So try Quick Dash payday loans because girl bosses need CEO money quick. Whoa. 400% APR rates may vary, possibly doubling or tripling without notice. What would you like to make? A quick credit check. Incredibly well played and incredibly dirty. Yeah. Yeah. Like this. It's the worst possible outcome in an ads world, but so easily avoidable. And OpenAI has been messaging and they would not. I was trying to find ages and they've stated this multiple times on podcasts and in blog posts and in essays. Like they've been beating the drum on this for a long time. That clearly they will gate who is allowed to advertise, what the context is, how these ads will be displayed. There's a. There's a million. I was trying to find examples of these type of super bowl attack ads from, like, the history of Pepsi and, and Coca Cola, Apple and IBM. Well, yeah, yeah. I'm a Mac guy. Yeah. And none of them were as direct or effectively as the 1984 ad was. Saying, like, IBM is authoritarian, dictator. It's like so aggressive, but still. But still less. It wasn't as like, the timing here is a big factor. Right. Right when the ads are rolling out and just like really muddying the water. I don't know. Obviously OpenAI is going to do. Is gonna do fine, but this really makes their life a lot harder. Yeah, that one was also funny because, like, she's like, absolutely. And that's what, like, Claude usually says. You're absolutely right. That's like a claudism. That's a claudism. Yeah. That's not chatgpt. What does chatgpt usually say? I don't know if there's like, specific phrases exactly like that. Well, the specific phrase that I think of is like, it's not this, it's that. And I didn't hear that coming through, which is interesting. But I don't know. Do you think these are going to be effective, do you think? Well, that's the question. So really bold campaign for a company that hasn't been able to consistently crack the top 25 of the iPhone in consumer. And so my question is like, does this mean they're going into consumer, or is this purely to piss off OpenAI and make their life harder? Yeah, like there's a world where there's business leaders. Like, is this like. Like somebody's walking by and you just stick your foot out and try to like, trip them? That's kind of what it feels like. It does feel like vibe. It feels like consumers so far gone. Yeah. I mean, we'll see. We'll see. Maybe at the end of the super bowl, we'll. We'll check the app store charts and Claude will be up at the top because so many people have seen this. They thought it's funny. But it does feel like such inside baseball. Like, I bet a lot of. I bet a lot of Average consumer AI consumers don't even know that ads are coming. They're not even, they're not even pushing. They're not actually trying to push downloads with. Or they would put a call to action. Yeah. Or QR code like download the app now. Ad free AI is here with Claude. Like download this thing. Interesting. I mean, maybe the thing is that. I don't even know all this to IPO first. I can see it being beneficial in just terms of preparation for the ipo. Right. There's a lot of people that are just retail investors that aren't aware, that aren't really super aware of Claude. Right. They might have heard of Anthropic. They actually aren't really aware of their different products. I just think like if you're an Enterprise that's deploying AI APIs and LLMs into your organization, you're not worried about the ads product. In ChatGPT, you're like, oh yeah, OpenAI Codex is this quality. Gemini 3 is good for this. And Claude 4.5 is good for this. And my team will deploy and we'll look at cost and pareto curves. It doesn't feel like any CIO or CTO of a big company is going to say like, oh, I couldn't possibly use OpenAI in a business context. Gabe says ad free AI is here with Claude. Ask three questions before hitting limits. Yeah, yeah. Or use AdGBT and be able to ask a bunch more. Interesting. Here's a Super bowl ad. They should run mongodb. Choose a database built for flexibility and scale with best in class embedding models and re rankers. MongoDB has what you need to build. What's next? That would just be a clean ad read. Clean ad read for. Does this ever come back to bite them? Because the idea that you're going to offer products to consumers and never monetize transactions, never monetize commerce, never run ads. Like it hasn't really been done in the history of the Internet. Even Spotify. Right. Netflix, they always over. Yeah. Look at, look at Apple. Right. If the cloud app does go to the top of the App Store, if they do wind up eclipsing ChatGPT and become the most dominant force, like no. It is really funny. If you drive a bunch of people to an app that has pretty low usage limits. Sure. They try it for a little bit and they're like, they're not going to notice that the model might be better. They're just going to be like, I'm going back to ChatGPT. That's funny. That's funny. I want to see what the battle between Mac, Apple and Windows looked like. This is Maybe back in 2006, 2009, the I'm a Mac, I'm a PC campaign. It's a 10 minute compilation video, but we can just watch, like, the first one. It's on. It's on YouTube. Hello, I'm a Mac and I'm a PC. Because they get viruses. You okay? No, I'm not okay, because PC's got viruses. There it goes. You better. You better stay back. This one's a doozy. That's okay. I'll be fine. No, no. Do not be a hero. Last year, there are 114,000 known viruses for PCs. PCs, not Macs. So just grab this. I think I got a crash. Hey, if you feel like that'll help. Good. Is this that far? Hello, I'm a Mac. And I'm a PC. And I'm a PC, too. And I. What? Yeah, See, now you can run Mac OS X or Windows on a Mac. So in a way, I'm kind of like the only computer you'll ever need. Wow. Touche. I don't think you're using that right. Touche. No, listen. So you can only say touche if you make a point, that I make a counterpoint. You see? So I said I run Windows, but you haven't made a point yet. Let's try it again. You can get a Mac and still run all your Windows stuff. Touche. Hello, I'm a Mac. Okay. What do you think? I mean, they're not taking a shot at Windows specifically or Microsoft or Dell. It's like all. It's the whole category, but everyone knows it's really, you know, Apple versus Microsoft. Talking about viruses, talking about this other stuff. These are features. I don't know. It's not that far off. It's certainly not edgy. It's certainly not edgy. Like, it definitely fits. Yeah. So anthropic's edgy. It's also a timing thing where, again, they're actively trying to make their. And again, I'm not saying anything of. This is not fair play technically, but the gloves are. The gloves are off. Yeah, it does. And there is zero. I will go out now and say. I would say there's effectively a 0% chance that OpenAI can win the super bowl this year. They will be running an ad. It would be insane if they didn't run an ad. It'd be a huge ad. Just goes way harder. Sam calling out Dario by name directly Dario, you suck. Just a diss track. I mean. Yeah, yeah. Just a bunch of sora slop. Yeah. No, I think, like, the other thing is OpenAI. I really doubt can react to this now. Oh, yeah. Like, the. Right. Like, if this had dropped, like, a couple weeks ago. Yeah. They would have been able to say, hey, we need to respond to this. But they can't now. At least. At least our experience buying an ad this year, we were. The content was locked last week. Yeah, yeah, yeah. And there's a whole process. Right. There's subtitling all this stuff. Like, they're not. You can't just switch it up. Maybe opening. I. Well, maybe. Maybe they win in the sense that, like, the vast majority of audiences have the reaction that you're having, which is like, actually, I don't mind ads. And actually, this is sort of a weird ad, and I still like ChatGPT. And then ChatGPT comes out with an ad that's just, like, very vanilla. Like, hey, use it. We'll help you cook. We have health now. You know, we have a bunch of features that seems helpful. Then they wind up winning. Noah has the right word. What is it? He says it's propaganda, imo. It really is. It's not. They're not being. They're just kind of calling out the category, being general about it, but they're implying that ads are going to impact. It's fear mongering. Yeah. It's fear mongering that the AI that you're used to being truthful and accurate and not trying to sell you some slob product. Will took, like, Mark Cuban's, like, main concern. Totally, totally. The things that he had been like, yeah. Going on and on and on about that. Everyone is like, hey, dude, you can calm down. Like, that's not how it's gonna work. Yeah. Yeah. And then they just, like, went with, yeah, point of view. Yeah, yeah. Which is a little out of dated, I'm gonna tell you.

Incredibly well played and incredibly dirty. Yeah, yeah. Like this. It's the worst possible. Outcome in an ads world, but so easily avoidable. And OpenAI has been messaging. They would not. I was trying to find ages and they've stated this multiple times on podcasts and in blog posts and in essays. Like they've been beating the drum on this for a long time. That clearly they will gate who is allowed to advertise what the context is, how these ads will be displayed. There's a million. I was trying to find. Examples of these type of super bowl attack ads from the history of Pepsi and Coca Cola, Apple and IBM. Yeah, yeah. I'm a Mac guy. Yeah. And none of them were as direct or effectively as. The 1984 ad was saying. Like IBM is authoritarian, dictator. It's like so aggressive. But still less. It wasn't as like the timing here is a big factor. Right. Right when the ads are rolling out and just like really muddying the water. I don't know. Obviously OpenAI is going to do fine, but this really makes their life a lot harder.

It's insane. I mean, it's incredibly clever. It's also incredibly dirty. Like, they're entire. I think they're, like, trying to muddy the water around the ads rollout. Oh, sure, sure. As the ads, the ads that are coming to ChatGPT are effectively display ads. Right. Everybody in the industry by now should know this. Yet this campaign implies that will influence the response and that you cannot trust it. Yeah, yeah. And so it's fair game. Yeah, but it's like dirty. Yeah, it's sort of fake newsy. A little bit. It's a little bit. It's a little spin on top of what will wind up happening. And yeah, I mean, it wouldn't even make sense for the ads to really influence the content. They're probably just going to wind up doing what Instagram does and just showing you things that you're actually likely to purchase, no matter what you're looking at. Because that will just be what optimizes CAC and roas. Yeah. I mean, at some point, I expect that the ads will be certainly targeted. Like if you search, I don't know, Yerba Mate. What Yerba Mate should I get? It might show you what it thinks you should get. And then separately it will have, like. Here'S also another ad where you see a sponsored result and it's flagged and there's a little ad tag or slightly different background color and people are used to that. So I don't think anyone really expects ads as they roll out in ChatGPT to be some major violation of the social contract of what people understand ads to be. But what's interesting is that they don't actually say OpenAI. They don't say chatgpt. This is just what comes with the territory. When you're the dominant player, someone can just take a shot at the category and it feels like it's a shot at you. And it's sort of a Champagne problem. If ChatGPT wasn't in the position that it was in, they wouldn't. Everyone wouldn't be like, oh, this is a shot at ChatGPT. They'd be like, oh, this is a shot at the category. Because there's seven players that are all equally used. It's like, no, let's pull up the next one. It's a dominant appointment.

It's certainly not edgy. It's certainly not edgy. Like, it definitely fits. Yeah. So anthropic's edgy. Yeah. It's also. It's also a timing thing where, again, they're actively trying to make their. And again, I'm not saying anything of. This is not fair play technically, but the gloves are off. Yeah, it does. And there is zero. I will go out now and say. I would say there's effectively a 0% chance that. That OpenAI can win the super bowl this year. They will be running an ad. It would be insane if they didn't run an ad. It'd be a huge ad. Just goes way harder. Sam calling out Dario by name directly, just like Dario, you suck. Just a diss track. Yeah. I mean. Yeah. Yeah. Just a bunch of sora slop. Yeah. Just going crazy. Yeah. No, I think, like, the other thing is. OpenAI. I really doubt can react to this now. Oh, yeah. Like the. Right. Like, if this had dropped, like, a couple of weeks ago. Yeah. They would have been able to say, hey, we need to respond to this, but they can't now. At least. At least our experience buying an ad this year, we were. The content was locked last week. Yeah. And there's a whole process. Right. They're subtitling all the stuff. Like, they're. They're not. You can't just switch it up. Maybe OpenAI. Well, maybe they win in the sense that the vast majority of audiences have the reaction that you're having, which is like, actually, I don't mind ads. And actually, this is sort of a weird ad. And I still like ChatGPT. And then ChatGPT comes out with an ad that's just, like, very vanilla. Like, hey, use it. We'll help you cook. We have health now. We have a bunch of features that seems helpful. Then they wind up. Winning has the right word. What is it? He says it's propaganda, imo. It really. It really is. It's. It's not. It's not. Yeah. They're not being. They're. They're, again, they're just kind of calling out the category, being general about it, but they're implying that ads are going to. It's fear mongering. Yeah, it's fear mongering. That. That. That the. That the AI. That you're used to being truthful and accurate and not trying to sell you some slop product. They took, like, Mark Cuban's, like, main concern. The things that he had been, like, going on and on and on about that everyone is like, hey, dude, you can calm down. Like, that's not how it's going work. And then they just went with his point of view. Yeah. Which is a little out of dated. I'm going to tell you about Shopify. Shopify is the commerce platform.

Yeah. How have you been reacting to Steve's position on like the death of the junior programmer, the revenge of the junior programmer. Like what advice do you have for young people that are joining the software engineering community today? My position changes, changes so fast. I used to be really, really worried about junior folks. Like, you know, because you look at it like it's just been like such a bad like five years. Covid started. No one started. Like I was at Uber and Covid started. We just stopped hiring. We still hired. We were paying people a lot more after we rebounded. But we didn't hire junior people because you didn't want to onboard them remote. And it's difficult and we didn't know how to. And then when remote was returning, I started. And of course now there's a thing like why would you hire a junior when a senior can like pair with an AI? Now on the other hand, what I'm seeing. So it's just really hard to get a job. But when I think back when I started, like my first job was around the financial crisis. It was just really hard to get a job. And I didn't realize at the time, but. And there's so much else. There's so many other things going on. Like there's Ukraine and like there's, there's all this geopolitical stuff and the economy, what's the dollar and the gold. Business leaders are not. We think of them as only focused on AI in terms of hiring, but there's a million other things going on in the economy. Yeah, but when I started out, like I remember like a lot of people in my, in my class, university class, they just dropped out. They never became software engineers. But I never thought of it that I would be given a job. I knew I needed to earn it. So what I did is I did a bunch of projects on the side. I entered competitions, I built a bunch of things. And honestly I was probably like a more impressive. And I think like first of all, like we don't need to. I'm not gonna like when I remember this, I'm not gonna feel sorry for this generation. Cause I did a study with like Gen Z. Like I've talked with a bunch of like Gen Z young folks and some of them are like frigging amazing, you know, Andrew. So the kids are gonna be fine. That's one. The other thing is the turns. There's this. I'm gonna spill it, I guess to everyone who's watching tbpn. There is a massive advantage of hiring young people and shopify is the first one to figure it out. Farhan Tavar, head of engineering at Shopify, told me something interesting years back. Shopify was so early to AI, they got copilot licenses everyone and no cost limit and all that. But they didn't see many teams using it. But there was this one team that was using it a lot more. They were tracking tokens and Farhan looked. What happened? Oh, there was an intern on the team and so it's like, oh, what happened? So they onboarded the intern and gave the intern his two week task and the intern was done in a day. And it goes like, okay, what next? Right? And they're like, how did you do that? It's like, oh, well, you know, like I, I just like used this AI and did this. Like, what next? You know, they're, they're worried they want to get a return offer. And suddenly the people on the team felt stupid, right? So they started to like learn from the intern and use AI. But the intern was not threatening them. You know, the intern was never going to take a position. So next thing, Farhaan did hire an intern. Every single Shopify team. So this is why Shopify had a thousand interns. Oh no, he's in some CTO groups. So why do you think Cloudfare is hiring 1,1100, 11,111 interns? Why is GitHub hiring more interns? Farhan told them this is the biggest hack in actually getting your team more productive. Get an intern, a good intern from one of the. Yeah. The other thing is, I've heard.

Do you give to someone who wants to be a public company CEO? One is, I would tell you, like, don't hunt for it. I'd say that the advice that I give folks is people get way too hung up on what their title is or how much they're going to get paid, etc. I have always. What's worked for me is I have been very, very specific about who I want to work for. And when you pick the right people to work for one, you learn a lot from them. But the one thing that I've seen in every environment, like, environments are unpredictable, but people usually stay successful. Like, you look at Elon, right? He succeeded in so many different areas. And that's true for really exceptional people. So exceptional people stay exceptional regardless of the environment. If you pick a company or you pick a position, that can change that. That can go the wrong way. If you pick the right person. You pick the right person, not only do you get to learn from them, but they usually move up in the world. Yeah. And so as they get promoted, as they build a bigger company, you kind of get to free ride off of them. So you get double the benefit, which is you learn from someone who's awesome and you get to move kind of in their wake until you're ready to strike out on your own. I'd say that's number one. And then the second thing I'd say is like, you know, advice for young, young people in terms of learning, just learn how to work hard. Like, it's, again, your skill sets may change, your profession may change. People are like, discussing, is coding the right thing? Or, you know, learning the liberal arts? The most important skill in life is a skill of working fricking hard. And if you work for the right person and you learn how to work hard, you're going to do just fine. I love that. I love both those answers. That's fantastic.

I'm sure, I'm sure you spent a bunch of the earnings call on that note. But what were the highlights? What should people be paying attention to? I think the biggest highlight, and we have a big section in our supplemental materials that, that I encourage folks to look at, is that what we're seeing with autonomy is that it's a net positive in terms of demand into the ecosystem. So there's one view of looking at it, hey, autonomous, it's just going to replace humans. And you know, robot cars don't get tired, they don't get distracted, they can work 20 hours a day, they do need to get recharged and clean, etc. So they will replace the workforce, so to speak, that I think a lot of people are talking about in other markets as well. What we're seeing in markets in which we have launched Autonomous is that actually those markets are growing faster. There's a new audience segment that comes in our new customer acquisition. You know, overall now we have 200 million consumers coming to our front door every single month, growing 18%, growing pretty quickly. But in the markets in which we have av, our audience growth is actually accelerated and we're gaining new customers because it's a really freaking cool product. So one is that we've always had the hypothesis, hey, mobility is a trillion dollar marketplace, but autonomous can add more to that market. It can be trillion dollar plus or another trillion dollars. And the early signal is that, yeah, it is actually additive, it's not replacement only. The second, I would say big finding, if you want to call that for us, is we've always had the hypothesis that autonomous on our platform is going to take, take advantage of the platform to be much more, much more utilized than off platform. You know, like to some extent a car is a box with wheels. The autonomous car is super expensive. So you want to keep it running and you want to keep it earning money for as long as possible. And we're finding that the utilization of those cars on our platform is 30 plus percent higher than cars that are not that, that kind of are building their own platforms. That utilization bonus is hugely important as it relates to the value of our platform. And so we're seeing that come through too. So one is it's additive, which is great, and the platform is doing what it's designed to do, which is bring more business to a driver where that driver happens to be human or happens to be a robot. Yeah. So as you're saying, so the unit economics of AV provider or can actually be better if they're adding it to the Uber platform. Yeah, I mean, that's how we have to earn our take rate, right? If we're not driving higher utilization, we won't earn our take rate. And right now, the utilization premium that we're seeing suggests that our take rate is, you could argue, too low. But we have a very strong case to be made for the take rate of the platform.

However, one thing that they both share, and Steve was telling me this, I was asking, how are you, man? Because I saw him about a year ago last time, and he looked a little bit more pale. And he said, dude, we need to talk about something that is really getting to us early adopters. This thing is like a vampire. It drains you out. You have trouble sleeping. A lot of people who are in this multiple agents mode, they're napping during the day. There's an email list, the secret AI email list, with these folks, and they share this stuff. And so both of them are seeing it, and Peter was telling me the same thing. It just really is draining. This might be. Maybe this will pass. But back to your question. Yeah, I think they're both. They're just building for the fun of it. Both of them are being chased by crazy investors, like, crazy amounts. And they're, at least for now, saying, with Steve and I love it. I feel we're finally back. It's so refreshing. The last time I remember, it was like 90s or 2000, when there was a hacker culture. And this is it. Yeah, yeah.

You're surrounded by journalists. Hold your position. Overnight success. The Blaze Maker 3000. Double blaze. Right. There's misinformation. Clearing order in. Let's just rock. Like you're going to hold your position. Boom. Get up.

Glaze. Double blaze. Triple glaze. Double kill. Five coat. Cook is up. Wins. Team deathmatch. We are experts. Triple blaze. That's just wrong. Right? Market clearing order inbound. You're surrounded by general thank you position. Strike1, Strike 2. Activate Go golden retriever mode. Market clearing order inbound. Vibe coding. I see more journalists on the horizon. Founder mics are on. Our mics on. You're watching TVPN. Wow, look at those flashes. Today's Wednesday, February 4, 2026. We are live from the TVPN Ultradome, the Temple of technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com, time is money save. Both easy use, corporate cards, bill pay, accounting, and a whole lot more all in one place. Ramp's doing a Super bowl ad. We're doing a Super bowl ad. Gramp's in our super bowl ad. Ramp's in our super bowl ad. We're very excited for the super bowl just a couple days away. This was a very fun project. Do you want to take us through the thesis and sort of what we put this? Since I just got all the credit, but I had nothing to do with it, basically. Let me pull up the ad week. There was a very nice post from Blake Scholl over at Boom Supersonic and he said there's clever and then there's John Coogan and Jordy Hayes at tbpn. Clever. Behold, a masterclass in marketing. And I had nothing to do with it and I get the credit. This was, of course, Dylan on our team led the charge here. This is something he's wanted to do for a long time. We had to something similar back at Party Round. Yeah, we ran a billboard with a bunch of different friends, companies, customers, etc. Did really well. And so doing this is the final stage in terms of advertising. Fun fact. Dylan also spoke this week at the New York Stock Exchange. Want to change the world. Raise capital at the New York Stock Exchange. Very happy to be partnered with them. But Kendra Barnett over at Adweek covered, covered our ad. Yes, of course. And she says the 15 second spot isn't selling anything. It's simply what co host Jordy Hayes calls a love letter to our community. That's really what it is. TVPN is nothing without the community, the people that join the show. We made the 15 second spot in house. We featured a bunch of our guests. And then if you've been on the show as a guest, whether it was for five minutes or five hours, your logo made it in here. So, yeah, this Will be a doing it, a regional buy. We basically looked at where the majority of our audience was and we bought bought segments around that. So very excited for Sunday. And I said in ad week it's completely unnecessary for a media company to buy advertising. The nature of media is that you're constantly putting out things that are promoting the business naturally just through the content. So why do it? And we basically did it. I said we believe in doing things purely for fun. So we're certainly having fun. Some people screenshotted that and texted me to that. I thought that was a good quote. Let me tell you about FIN AI, the number one AI agent for customer service. If you want AI to handle your customer support, go to Fin AI. There was another reason beyond fun. I do think it's an important opportunity to introduce the football community to technology, to business. And that's really, that's my goal with this ad. Hopefully let people know if you're watching the Super Bowl. Technology, it exists. We gotta raise awareness for technology and business. Let's play the ad. Let's play the ad. Let's see. You're watching tvpa. If you're watching this podcast, you've already passed the test. It's a great question. I think it's super important and awesome. This is going to be one of a hundred baggers. You guys are the number 100 bag podcast in the world. The gong hit. This is great. Short, sweet. And we look forward to seeing it live on Sunday. Yes. Eleven Labs build intelligent, real time conversational agents. Reimagine human technology interaction with Eleven Labs. We have some massive news from Eleven Labs. Coming up on the show at 11:30. Let's pull up the linear lineup. I will tell you that linear is the system for modern software development. 70% of enterprise workspaces on LINEAR are using agents. And we have a stacked show. Andrew Reed's back on the show. Matty from 11 Labs is coming on. We have Gerge from the pragmatic engineer coming on. Super pumped for that one. Dara from Uber's coming on. Mitchell Green, one of our close friends is coming on to talk about all sorts of stuff going on the market. And then we have an awesome lightning round lined up. So is there anything else we should cover about the super bowl or should we move on to other super bowl coverage? Because we're not the only ones running ads. Lots of tech. Absolutely wild, wild morning. Yes. I was not expecting this out of Anthropic. They basically took the vibe. War was like effectively relegated to X. Yeah, it just felt like the same hundred thousand people saying, it's so over, we're so back. It's so over, we're so back. They're taking it to the main stage. Right. And it shouldn't be that surprising. Right. Anytime Dario gets on a mic anywhere, he's taking shots at OpenAI, but he's. Not taking direct shots. Not direct shots. And this arguably is not a direct shot either. They just said ads are coming to AI at the clock. Yeah, yeah. Anyway. But truthfully, like a lot of the previous anthropic advertising has been very in their own lane. They've run a number of campaigns that have above the credit, thinking we're your thought partner. This one does feel like it's a response to what's happening in the industry. So, yeah, we'll get into why they took this approach. Clearly, they. I think we're just excited to spike Sam's cortisol, and I think. I think they've definitely been watching some. Some. Yeah, let's. We just play all four ads. Let's play. Let's play at least one of them. We got to play the height maxing one. That one's particularly funny. But are they here in the timeline? While we pull those up, let me tell you about Applovin. Profitable advertising made easy with Axon. I get access to over 1 billion daily active user and grow. And you were saying earlier off the show you were starting to like anthropic until they came out against that. Yes, yes. I see this as an attack on me. I see an attack on one advertiser as an attack on all advertisers. I'm pro ads. And wait, this is not. This is not the right ad. We'll come back to this. That's another super bowl ad that we'll have later. The anthropic attack on advertising, it does cross the line for me. It goes too far. And I think that they should be supporting the advertising economy. Almost 10% of the American workers. All right, so let's pull up this one. The first ad is, can I get a six pack quickly? Okay. And this one, I immediately thought, okay, definitely not just watching Clavicular. They're studying it, apparently. Let's watch it. I was not expecting this to be the looks maxing Super Bowl. Yeah. But let's play it. Do we have it? No. Almost. While we're doing that, let me tell you about public investing. For those who take it seriously. Stocks, options, bonds, crypto, treasuries, and more with great customer service. Without further ado, let's Play it. Yeah. This is violation. Okay. It starts out by just saying violation. Yeah. Perfect. That is a clear and achievable goal. Would you like me to tailor a personalized workout plan? Yes. Perfect. Let me personalize this for you. The last delay, this is a whole. Meme on Instagram reels. People will do impressions of ChatGPT voicemail like this. £140. Got it. I'll create a plan that focuses on aesthetic strength. All right, pause for a second. Like the. The slight delay, it's. It is so good. Yeah. And clearly this was written with chat GPT. No, no, no, no. I'm saying, like, what do you mean? It's designed to sound like it was like. It sounds exactly like. Got it. I'll create a personalized plan. I don't think that's actually how ChatGPT sounds. I think, in fact, when I've watched the Instagram reels, they do the ChatGPT impression. And it's a little more like, this is written for comedy. And so the fact that he says. What did he say? Absolutely. Twice in a row, like, that's something. That isn't just built in the gym. Tri Step BoostMax. The insoles that add one vertical inch of height and help short king stand tall. What? Use code HEIGHTMAXING10 for big discounts. Ads are coming to AI hide not to collide. It's a great ad. What's the difference between me and you? Height maxing thing is so crazy. So crazy to run an ad like this and not even do a call to action. Yeah, that was probably intentional. Well, the call to action is like, you know, Google cloth, and you land on that. It's so funny. It's just truly the irony of being anti ad and then just spending. How much do you think they're running? They have four individual ads. You can imagine them. This will probably be one of the biggest buys of the Super Bowl. Someone ran the numbers, and if they did all. If they aired all four, it would be something like $80 million or something. I don't think that they're going to run all four. That seems like a lot. Maybe there'll be some regional buys in there. I don't know. $80 million seems like a lot to spend. I mean, it's a big company. They raised tens of billions, so, you know, it's possible. But that feels like. That feels aggressive. There's also bulk discounting. Sure, sure. And there's again, they could do. They could choose to do regional. And isn't there something where if you Buy a massive ad campaign like this, you'll also have to buy in the Olympics as well. NBC sells both, so we could see a rerun of these or another buy later. Yeah, super bowl has an insane amount of demand. Biggs has way less. But this is clearly like a particular moment in time. And yeah, it is insane. It's insane. I mean, it's incredibly clever. It's also incredibly dirty. Like, they're. I think they're like trying to muddy the water around the ads rollout. Oh, sure, sure. As the ads, the ads that are coming to ChatGPT are effectively display ads. Right. Everybody in the industry by now should know this, yet this campaign implies that the influence, the response and that you cannot trust it. Yeah, yeah. And so it's fair game. But it's like dirty. Yeah, it's sort of fake newsy. A little bit. It's a little bit. It's a little spin on top of what will wind up happening. And yeah, I mean, it wouldn't even make sense for the ads to really influence the content. They're probably just going to wind up doing what Instagram does and just showing you things that you're actually likely to purchase, no matter what you're looking at, because that will just be what optimizes CAC and roas. Yeah, I mean, I mean, at some point I expect that the ads will be certainly targeted. Like if you search, I don't know, Yerba Mate. Yeah. What Yerba Mate should I get? It might show you, like, what it thinks you should get. And then separately it will have, like. Here'S also another ad where you see a sponsored result and it's flagged and there's a little ad tag or slightly different background color and people are used to that. So I don't think anyone really expects ads as they roll out in ChatGPT to be some major violation of the social contract of what people understand ads to be. But what's interesting is that they don't actually say OpenAI. They don't say chatgpt. This is just what comes with the territory when you're the dominant player. Someone can just take a shot at the category and it feels like it's a shot at you. And it's sort of a champagne problem. You know, if. If ChatGPT wasn't in the position that it was in, they wouldn't. Everyone wouldn't be like, oh, this is a shot of ChatGPT. They'd be like, oh, this is a shot at the category. Because there's seven players that are all equally used. It's like, no, let's pull up the next one. It's a dominant app. Yeah, let's pull up the next one. How do I communicate better with my mom? They went off with this great question. Improved communication with your mom can bring you closer. Here are some techniques you can try. Start by listening. Really hear what she's trying to say underneath her words. Build conversation from points of agreement. Find a connection through shared activity, perhaps a nature walk. Or if the relationship can't be fixed, find emotional connection with other older women on Golden Encounters, the mature dating site that connects sensitive to sex. This feels so off brand. Cougars for anthropic. Anthropic. Yeah, they have like it's not. It's not classy. Yeah, like it's. It's. I'm not saying. I'm not saying it wasn't a good feels. It feels appropriate for the Super Bowl. This feels like the level of humor that you would see in super bowl ads. Like if this was a Bud Light commercial, I'd be like, okay. But yes, I agree with you. It feels like totally unexplored territory for them. It's. Yeah, it is a little spicy. It's spicy. It's. Yeah. Pull up the next one. Pull up. Okta Octa helps you assign every agent a trusted identity. So you get the power of AI without the risk. Secure every agent. Secure any agent. Pull up the next one, please. Deception. So what do you think? Absolutely. That's such a fun and creative business idea. You've got something really special here. Getting started can feel daunting. I can make a step by step mini business plan. Do you want me to do that? Yeah, absolutely. Here's some steps you can take. One, research. Really get to know your audience. Two, think of a catchy name and start your social presence early. Three, new businesses often struggle with cash flow. So try Quick Dash payday loans because girl bosses need CEO money quick. Whoa. 400% APR rates may vary, possibly doubling or tripling without notice. What would you like to make a quick credit check? Incredibly well played and incredibly dirty. Yeah. Yeah. Like this. It's the worst possible outcome in an ads world, but so easily avoidable. And OpenAI has been messaging they would not ages and they've stated this multiple times on podcasts and in blog posts and in essays. Like they've been beating the drum on this for a long time. That clearly they will gate who is allowed to advertise, what the context is, how these ads will be displayed. There's a million. I was Trying to find examples of these type of super bowl attack ads from, like, the history of Pepsi and Coca Cola, Apple and IBM. Well, yeah, yeah. I'm a Mac guy. Yeah. And none of them were as direct or effectively as the 1984 ad was. Saying, like, IBM is authoritarian, dictator. It's like so aggressive, but still less. It wasn't as like, the timing here is a big factor. Right. Right when the ads are rolling out and just like really muddying the water. I don't know. Obviously OpenAI is going to do. Is gonna do fine, but this really makes their life a lot harder. Yeah, that one was also funny because, like, she's like, absolutely. And that's what like Claude usually says when you're absolutely right. That's like a claudism. That's a claudism. Yeah. That's not ChatGPT. What is. What does ChatGPT usually say? I don't know if there's like specific phrases exactly like that. Well, the specific phrase that I think of is like, it's not this, it's that. And I didn't hear that coming through, which is interesting. But I don't know. Do you think these are going to be effective, do you think? Well, that's the question. So. So really bold campaign for a company that hasn't been able to consistently crack the top 25 of the iPhone in consumer. And so my question is like, does this mean they're going into consumer, or is this purely to piss off open AI and make their life harder? Yeah, like there's a world where there's. Where there's business leaders. Like, is this like. Like somebody's walking by and you just stick your foot out and try to. Like, trip that little. That's kind of what it feels like. It does feel like vibe. It feels like consumers so far gone. Yeah. I mean, we'll see. We'll see. Maybe at the end of the super bowl, we'll. We'll check the app store charts and Claude will be up at the top because so many people have seen this. They thought it's funny, but it does feel like such inside baseball. Like, I bet a lot of. I bet a lot of average consumer consumers don't even know that. They're not even. They're not even pushing. They're not actually trying to push downloads with. Or they would put a call to action. Yeah. Or QR code like, download the app now. Ad free. Ad free. AI is here with cloud. Like, download this. This thing. Yeah. Interesting. I mean, maybe that thing is that. I don't even know what's saying all this to IPO first. I can see it being beneficial in just terms of preparation for the ipo. Right. There's a lot of people that are just retail investors that, that aren't aware that. That aren't really super aware of Claude. Right. They might have heard of Anthropic. They actually aren't really aware of their different products. I just think if you're an Enterprise that's deploying AI APIs and LLMs into your organization, you're not worried about the ads product in ChatGPT you're like, oh yeah, OpenAI Codex is this quality. Gemini 3 is good for this and, and Claude 4.5 is good for this. And my team will deploy and we'll look at cost and Pareto curves. It doesn't feel like any CIO or CTO of a big company is going to say, oh, I couldn't possibly use OpenAI in a business context. Gabe says ad free AI is here with Claude. Ask three questions before hitting limits. Yeah. Or use add GPT and be able to ask a bunch more. Here's a Super bowl ad. They should run mongodb. Choose a database built for flexibility and scale with best in class embedding models and re rankers. MongoDB has what you need to build. What's next? That would just be a clean ad read. Clean ad read for. Does this ever come back to bite them? Because the idea that you're going to offer products to consumers and never monetize transactions, never monetize commerce, never run ads, it hasn't really been done in the history of the Internet. Even Spotify. Right. Netflix, they always overlook at Apple. Right. If the cloud app does go to the top of the App Store, if they do wind up eclipsing ChatGPT and become the most dominant force. No, it is really funny. If you drive a bunch of people to an app that has pretty low usage limits, they try it for a little bit and they're like they're not going to notice that the model might be better. They're just going to be like, I'm going back to ChatGPT. That's funny. That's funny. I want to see what the battle between Mac, Apple and Windows looked like. This is maybe back in 2006, 2009, the I'm a Mac, I'm a PC campaign. It's a 10 minute compilation video but we can just watch like the first one, it's on YouTube. Hello, I'm a Mac and I'm a PC Oxford Oxford. Because they get viruses. Zoom tight. You okay? No, I'm not okay. His PC's got viruses. Yeah, there you go. In fact, you better. You better stay back. This one's a doozy. That's okay. I'll be fine. No, no. Do not be a hero. Last year. There are114,000 known viruses for PCs. PCs, not Macs. So just grab this. I think I got a crash. Hey, if you feel like that'll help. Good. Is this that far? Hello, I'm a Mac. And I'm a PC. And I'm a PC, too. And I. What? Yeah, See, now you can run Mac OS X or Windows on a Mac. So in a way, I'm kind of like the only computer you'll ever need. Oh, touche. I don't think you're using that right. Touche. No, listen. See, you can only say touche if you make a point, then I make a counterpoint. You see? So I said I run Windows, but you haven't made a point yet. Let's try it again. You can get a Mac and still run all your Windows stuff. Touche. Hello, I'm a Mac. Okay. What do you think? I mean, they're not taking a shot at Windows specifically or Microsoft or Dell. It's like all. It's the whole category, but everyone knows it's really Apple versus Microsoft. Talking about viruses, talking about this other stuff. These are features. I don't know. It's not that far off. It's certainly not edgy. It's certainly not edgy. It definitely fits. Yeah. So anthropic's edgy. It's also a timing thing where, again, they're actively trying to make their. And again, I'm not saying anything of. This is not fair play technically, but the gloves are off. Yeah, it does. And there is zero. I will go out now and say, I would say there's effectively a 0% chance that OpenAI can win the super bowl this year. They will be running an ad. It would be insane if they didn't run an ad. It'd be a huge ad. Is way harder. Sam calling out Daario by name directly. Just like Daario. You suck. Just a diss track. Yeah. I mean, yeah. Yeah. Just a bunch of sora slop. Just going crazy. Yeah. No, I think, like, the other thing is. OpenAI. I really doubt can react to this now. Oh, yeah, yeah, yeah. Like the. Right. Like, if this had dropped, like, a couple weeks ago, they would have been able to say, hey, we need to respond to this. But they can't. Now, at least. At least our experience buying an ad this year, we were locked. The content was locked last week. Yeah, yeah, yeah. And there's a whole process. Right. There's subtitling all the stuff. Like, they're not. You can't just switch it up. Maybe OpenAI. Well, maybe. Maybe they win in the sense that, like, the vast majority of audiences have the reaction that you're having, which is like, actually, I don't mind ads. And actually, this is sort of a weird ad. And I still like ChatGPT. And then ChatGPT comes out with an ad that's just like, very vanilla. Like, hey, use it. We'll help you cook. We have health now. You know, we have a bunch of features that seems helpful. Like, then they wind up winning has the right word. What is it? He says it's propaganda, imo. It really. It really is. It's. It's not. It's not. Yeah. They're not being. They're. They're, again, they're just kind of calling out the category, being general about it, but they're implying that ads are going to. It's fear mongering. Yeah, it's fear mongering. That. That. That. The. That the AI that you're used to being tr. Truthful and accurate and not trying to sell you some slop product. They took, like, Mark Cuban's, like, main. Totally. Totally. The things that he had been like. Yeah. Going on and on and on about that. Everyone is like, hey, dude, you can calm down. Like, that's not how it's going to work. Yeah. Yeah. And then they just, like, went with his point of view. Yeah. Which is a little out of dated. I'm going to tell you about Shopify. Shopify is the commerce platform that grows your business, lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. And then I want to go to Tyler. Yeah. I was going to say, like, it feels like the vibe war is, like, really heating up. Right. Like, over the summer, there's talent war is kind of a cold war. Right. It's kind of like, okay, we got your guy. But on Twitter and it was all leaks behind the scenes. Like, Mark Zuckerberg didn't even really give an interview during that whole time. Yeah. And. And there was like, that leaked memo from Mark Chen saying, like, I feel like something has been stolen from us. Yeah. And I was saying they were not. Coming out and saying, yeah. At Davos, like, Dario is like, basically, yeah, he's still not Saying OpenAI the words, I think. Yep. But he's saying, like, companies are doing ads. There's only one company that's doing ads. Yeah, yeah, yeah, yeah. I mean, it's sort of like the anti. There's these. Ben Thompson has a great formulation of, like, the anti YouTube alliance between, like, Spotify and Netflix. So, like, once one company starts pulling away in a category, all the other companies sort of have an incentive to team up. And right now it does feel like we're getting a little bit of an anti OpenAI alliance because everyone's like, well, they pulled away and so, like, let's gang up on them. And they did so much stuff on the supply side. They locked up all of these different supply chain partners. We got to push back. We actually got to team up. And that's where you see at Davos with the buddy cop movie emerging between Dario and Demis. We will see Katie, The CMO of OpenAI fired back. She says ChatGPT has more free users in Texas than Odd has globally. Boom. Yeah. Nothing like stats. They should run that in the super bowl potentially. Let's watch some of these other super bowl ads because I want to see this General Motors robot. What happened here? This was. How'd you find this? I was digging around. Is this for the worst super bowl ads? I would say this is the worst ad I've ever seen. Okay, let's play. Let's play General Motors robot. And they've tried to scrub this from the web, but we're bringing it back. Let's play it. Let's see. Robot makes a mistake. General Motors make cars. We make Cadillacs. Okay. Robot makes a mistake, leaves the factory, gets fired. Whoever produces that is not going to do well in the singularity. You did not consider Rocco's basilisk. Oh, sign holding. Yeah. Tad Lack going by. Well, now. Now the robot's trying to get a new job. Okay. Robot's working at McDonald's or something. Robot goes to the bridge. This is. This is like, who approved this? Robot watches the Chevys drive by the General Motors cars and jump. Jumps into the water and then wakes up the GM 100,000 mile warranty. It's got everyone at GM obsessed. Like, how do you run this ad? Whoa. So it's saying like, like, we care so much about the hundred thousand mile warranty that, like, we will end it all if it doesn't. If we don't stand by it? I think so. I'm still crazy. Obviously, they got an insane amount of pushback from people saying like, hey, you're You're. You're effectively advertising, like, the darkest thing ever. No, really sad. Like, ridiculous. Well, the bar has been lowered, so don't worry. Let me tell you about Lambda Lambda is the super intelligence cloud building AI, supercomputers for training and inference that scale from one GPU to hundreds of thousands. One more ad we'll play for you. This is a Bud Light commercial. Okay. I like Bud Lights. They usually deliver perfectly, flawlessly. I feel like Bud Light is very, very steady. You can always count on them for pretty solid super bowl entertainment. My king. This corn syrup was just delivered. That's not ours. We don't brew Bud Light with corn syrup. Miller Lite uses corn syrup. Let us take it to them by name. By name. Okay. Because that's in the ingredients. Yeah. So they can say it. Yeah. Pause. Pause for a second. Yeah. So. So if Claude had named ChatGPT and done this, that could have said, like, we are suing you for defamation. Defamation. Yeah. Yeah. Right. Yeah. And potentially. Sure, sure. Otherwise, you just got to go with the category broadly. Anyway, let's. Let's keep playing. We received your corn syrup by mistake. That's not our corn syrup. We received our shipment this morning. You're joking. Try the Coors Light Castle. They also use corn syrup. See, this is still, like, a little bit more playful and, like, classy. It doesn't go to, like, an edgy place. It's also not misleading because you can see on the ingredient list. Yes. You can just look up and see they have corn syrup. Yeah. Yeah. Like my. Yeah. It'd be very different if it was like, we're delivering your ads to the chatgpt Castle, and it's like, oh, we already got our shipment of ads. Like, take that over to Google AI Search overviews. You know, like, take it over to Grof. They should have just done. They should have done a direct rip of that. Yeah. No, I mean, incredibly, incredibly well played by Anthropic. Yeah. So you think it'll be effective? No, I mean, to what degree will it be effective? That's my question. Well, that's. I'm not even sure they care about it being effective. Okay, it'll be effective. This is effective. Like, the fact that people are talking about it. People that right now on the timeline, people are dunking and being like, oh, good point for Anthropic. Yeah. Like, they're scoring points in Teapot Max, and they're able to score some points in the real world and just make like, senators are gonna see this. That's Wrong. Yeah, yeah. I mean the whole like senator, we sell ads thing in Facebook, stealing your data, that whole thing is like very like. It's still a meme. It's still a thing in the general populace, which is unfortunate because advertising is the greatest business model ever. And companies don't want your data. They want conversions, they want you to purchase. They want a black box where they can put money and then get money out and get money out. That's it. Like, I've run businesses that advertise many times and I don't want to know anything about these customers. I just want to know they're ready to buy and they're down and send them the link. Yeah. The difference between like a bud, you know, Bud Light going after some of their competitors is that they're actual competitors. Yeah, no, no. It's a very, very pure oligopoly. But maybe, I mean, doesn't that lend itself to like anthropic is punching up because they're coming from behind because they're a smaller company, they have less market share in this particular market. It would be like, I don't know, it'd be like if the Athletic Brewing guys ran an ad that was defaming all of the beer companies for all the bad things that beer can do to you. Right. Something. I don't know. Anyway, Railway Railway is the all in one intelligent cloud provider. Use your favorite agent to deploy web apps, servers, databases and more. While Railway takes care of scaling, monitoring and security. Yeah. According to app figures, Claude got around a million downloads in February, which was actually down from the month prior. Interesting. So not a real player in consumer. Yeah, we'll see what happens. I am going to be watching the app charts like a hawk. I want to know. I want to know. Yeah. The entire game. While we're at the game, we're just going to be glued. We're just gonna be in the back probably. Anyways, I'm so excited for all the other tech ads in the super bowl. We got Mr. Beast and Salesforce. We'll have a bunch more. That'll be good and I'm looking forward to it. Anyway, we gotta do our guests here yet. We have guests joining in just a few minutes. But in the meantime we gotta bring down the mallet from the heavens because we gotta ring the gong for Walmart. They reached $1 trillion in market cap as E Commerce booms. Let's bring it down. The lambda cloud. Hit it. Let's understand what's going on with you. What's going on with Walmart They've been written off. Amazon was going to kill them, but seems like the retail behemoth is growing faster than ever. Let's see. The achievement places Walmart among a small, growing club of companies that have a 13 figure valuation. Amazon, Nvidia, Meta, Microsoft in trading, Walmart stock passed $125 a share. Shares close up 2.9%, giving the company a market cap of $1.018 trillion. The stock has surged in recent months, fueled in part by Wall Street's enthusiasm for the growth of the company's online business, as well as in investments in automation and AI technology aimed at improving efficiency. Sales have also ballooned as more shoppers have turned to WA for low prices, fast delivery and broad selection. The change at Walmart over the past decade, culminating with its trillion dollar valuation quote has been seen as a profound shift at a retail company that we've ever seen, said a retail analyst at Morgan Stanley who studied Walmart since 2001. Wow. Simeon Gutman overnight success here, 25 years studying Walmart. Walmart's growth along with Amazon's creates challenges for competitors, he said. Meanwhile, Bentonville, Arkansas based company will have to navigate the ascension of a new chief as longtime executive John Furner took the helm this month. Most of the 11 companies that at any point reached 1 trillion are technology focused, even though Berkshire Hathaway is in there and Eli Lilly is in there as well. A decade ago, some Walmart investors didn't see the company's success as a sure thing. Rival Amazon was growing fast and the then new Walmart CEO Doug McMillan was investing billions to raise worker pay, clean up stores and grow online. Investors wanted to see whether the investments would pay off. Walmart's market value was $212 billion at the end of 2016. Warren Buffett's Berkshire Hathaway famously sold a large portion of its longtime stake that year and fully exited the position by 2018. Retail is changing so much I don't think I understand it as well as I need to, but Buffett said during a call with the CEO about the Berkshire stock sale. He said, I don't understand the change. What will E Commerce do to your business? Buffett offered kind words about Walmart's potential to succeed, but the snub was motivating for company executives at the time. Walmart sales have since soared, propelled by E Commerce, then the pandemic, followed by shoppers more recent hunt for lower prices amid inflation. Company's investments played a big part. Walmart made an effort to offer more items that appeal to higher income shoppers such as trendy small appliances and store brand foods. The company accelerated home delivery capabilities and can now deliver orders the same day to 95% of U.S. households. So they've like fully responded to Amazon prime which was the main differentiator for a long time. Yeah. Yousef in the LinkedIn chat says Walmart is just super secretive about its capabilities. He's it previously was over at Walmart. Thanks for leaking it to us. Sucks on X says nobody talks about Walmart much in the age of tech giants. But if Sam Walton's fortune hadn't been split up, it would still be a fair bit greater than even Elon's and they're still the largest. That was true back then. He posted this six months ago. I think Elon's way above this now, but it is interesting how successful. But yeah, Jim Walton, Rob and Alice all over in the $100 billion. I mean a lot of this growth has to be because of the rebrand. We got to talk about the Walmart rebrand. You've seen this. Let's pull up the graphic and see. Whoa, that's probably stunning. Stunning and brave. That probably adds 600 billion to the market cap, right? I mean easily, easily. They really just did a slightly blue, slightly bluer background and they called it a day. Well, without further ado, 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 code back prototypes and apps fast. And that's right, we have Mati from 11 Labs, the man of the hour. How are you doing, John? Great to see you again. You look fantastic. This cover is iconic. It's, I mean props to you but also the photographer on this like perfect lighting. I've always been a fan of Forbes photography. It's so nice to see somebody just beaming too, just having a good time. Usually people, people are on the COVID acting all serious, mysterious, you know, I like to see, I like to see. We are having a good time at 11 laps. It's a good, good, good, good and happy moment. Building at the current age and everything is changing with AI we have a chance of building at the frontier of that change. But a little bit surreal to see the COVID in a zoomed in picture. So it's always a tip of the iceberg and reflection of the entire team. So great, great to see it. It's very.

Save both. Easy use corporate cards, bill pay, accounting, and a whole lot more all in one place. Ramps doing a Super bowl ad. We're doing a Super bowl ad. Ramps in our super bowl ad. We're very excited for the super bowl just a couple days away.

About the super bowl or should we move on to other super bowl coverage? Because we're not the only ones running ads. Lots of tech. Absolutely. Coming out. Wild, Wild morning. Yes. I was not expecting this out of Anthropic. They basically took the vibe war was, like, effectively relegated to X. Yeah. It just felt like the same hundred thousand people saying, it's so over, we're so back. It's so over. We're so back. They're taking it to the main stage. Right. And it shouldn't be that surprising. Right. Anytime Dario gets on a mic anywhere. Yeah, he's taking shots at open air, but he's. He's not taking direct shots. Not direct shots. He's always. And this arguably is not a direct shot either. I guess they just said ads are coming to AI. Yeah. Clot. Yeah. Yeah. And anyway, so. But truthfully, like, a lot of the previous anthropic advertising has been very in their own lane. They've run a number of campaigns that we're just thinking above the thinking where your thought partner. This one does feel like it's a response to what's happening in the industry. So, yeah, we'll get into why they took this approach. Clearly. I think we're just excited to spike Sam's cortisol, and I think they probably. They've definitely been watching some height. Yeah. Let's just play all four ads. Let's play at least one of them. We got to play the height maxing one. That one's particularly funny. But are they here in the timeline? While we pull those up, let me tell you about Applovin. Profitable advertising made Easy with Axon AI. Get access to over 1 billion daily active users and grow your business. Yeah. And you were saying earlier off the show, you were starting to like Anthropic until they came out against ads. Yes, Yes. I see this as an attack on me. I see an attack on one advertiser as an attack on all advertisers. I'm pro ads. And wait, this is not. This is not the right ad. We'll come back to this. That's another super bowl ad that we'll have later in the show. The anthropic attack on advertising, it does cross a line for me. It goes too far. And I think that they should be supporting the advertising economy. Almost 10% of the American work. All right, so let's pull up this one. The first ad is, can I get a six pack quickly? Okay. And this one, I immediately thought, okay, this is definitely not just watching Clavicular. They're studying, apparently. Let's watch it. I was not expecting this to be the looks maxing Super Bowl. Yeah, but let's play it.

We're very excited for the super bowl just a couple days away. This was a very fun project. Do you want to take us through the thesis and sort of what we put together with this? Since I just got all the credit, but I had nothing to do with it, basically. It was a very nice post. Yeah. Let me pull up the ad week. There was a very nice post from Blake Scholl over at Boom Supersonic and he said there's clever and then there's John Coogan and Jordy Hayes at TBPN clever. Behold, a master class in market. And I had nothing to do with it and I get the credit. This was, of course, Dylan on our team led the charge here. This is something he's wanted to do for a long time. We had done something similar back at Party Round. We ran a billboard with a bunch of different friends. Companies, customers, et cetera. Did really well. And so doing. This is the final stage in terms of advertising. Fun fact. Dylan also spoke this week at the New York Stock Exchange. Want to change the world. Raise capital at the New York Stock Exchange. Very happy to be partnered with them. But Kendra Barnett over at adweek covered our ad. Yes, of course. And she says the 15 second spot isn't selling anything. It's simply what co host Jordy Hayes calls a love letter to our community. That's really what it is. TVPN is nothing without the community, the people that join the show. We made the 15 second spot in house. We featured a bunch of our guests and then if you've been on the show as a guest, whether it was for five minutes or five hours, your logo made it in here. So yeah, this will be a doing it a regional buy. We basically looked at where the majority of our audience was and we bought bought segments around that. So very excited for Sunday. And I said in ad Week, it's completely unnecessary for a media company to buy advertising. The nature of media is that you're constantly putting out things that are promoting the business naturally just through the content. So why do it? And we basically did it. I said we believe in doing things purely for fun. So we're certainly having fun. Some people screenshotted that and texted me to that. I thought that was a good quote. Let me tell you about FIN AI, the number one AI agent for customer service. If you want AI to handle your customer support, go to FIN AI. There was another reason beyond fun. I do think it's an important opportunity to. To introduce the football community to technology, to business. And that's really. That's my goal with this ad, hopefully let people know if you're watching the Super Bowl. Technology. We got to raise awareness for technology and business. Let's play the ad. Let's play the ad. Let's see. You're watching tvpa. If you're watching this podcast, you've already passed the test. It's a great question. I think it's super important and awesome. This is going to be one of 100 baggers. You guys are the podcast in the world, the Gong Head. This is great. Short, sweet, and we look forward to seeing it live on Sunday.

Or even superhuman. Yeah. What has the a hundred percent. What's been the biggest driver of growth? Just more growth on the core products, new products. Walk me through sort of how I would visualize the growth chart that went in the lead slide of this deck. So we started in 2022. The first model was text to speech. And then we continued expanding with incredible researchers in the team still doing speech to text. We have the best transcription model 11 music. We have the highest quality music model productions with dubbing. But the real innovation that we brought in 2025 was agents and conversational models. So helping enterprises build that customer experience, work, internal enablement. And in 2025 we got to 330 million in ARR at the end of the year. Powered by work with Deutsche Telecom. Amazing virtual telecom customer support square deliverable with training riders and importing them into the ecosystem better. Or calling restaurants to capture what's happening with the menu, what's happening with the opening hours all the way through to revolut. Working with us across 4 million of their users in Europe to be able to bring that level of customer care that frequently wasn't possible. And we are seeing that, I think something that was impossible just a year prior. You have a real time voice agent interactions. Jordi, you were mentioning anthropic. We think all companies in the future will want to optimize that latency, will want to optimize that reliability so they can interact with their audience, with their customers and whether that's in customer care, whether that's devices around us, hopefully some of the devices you have will be able to speak back to you and converse with you as the guests come in the way through to the future robots. And that enterprise adoption over the last year has been tremendous. We grew to 330 million and it took us 20 months to get to first 100 million in IR, 10 months to get to 205 months to get to 330. So hopefully that continues and it's a good proxy of the value that we can deliver. Incredible. Well, we have a special guest. Yeah, we should bring him in. Let's bring.

I mean, it's incredibly clever. It's also incredibly dirty. Like, I think they're like trying to muddy the water around the ads rollout. Oh, sure, sure. As the ads, the ads that are coming to ChatGPT are effectively display ads. Right. Everybody in the industry by now should know this. Yet this campaign implies that the influencer will influence the response and that you cannot trust it. Yeah, yeah. And so it's, it's fair game. Yeah, but it's like, it's like dirty. Yeah, it's, it's sort of fake newsy. A little bit. It's a little bit, it's a little spin on top of what will wind up happening. And yeah, I mean, the, the, it wouldn't even make sense for the ads to really influence the content. They're probably just going to wind up doing what Instagram does and just showing you things that you're actually likely to purchase no matter what you're looking at. Because that will just be what optimizes CAC and roas. Yeah. I mean, at some point I expect that the ads will be certainly targeted. Like if you search, I don't know, Yerba mate. What yerba mate should I get? It might show you what it thinks you should get. And then separately it will have, like. Here'S also another ad where you see a sponsored result and it's flagged and there's a little ad tag or slightly different background color and people are used to that. So I don't think anyone really expects ads as they roll out in ChatGPT to be some major violation of the social contract of what people understand ads to be. But what's interesting is that they don't actually say OpenAI. They don't say chatgpt. This is just what comes with the territory. When you're the dominant player, someone can just take a shot at the category and it feels like it's a shot at you. And it's sort of a Champagne problem. If ChatGPT wasn't in the position that it was in, they wouldn't, everyone wouldn't be like, oh, this is a shot at ChatGPT. They'd be like, oh, this is a shot at the category. Because there's seven players that are all equally used. It's like, no, let's pull up the next one. It's a dominant app. Yeah, let's pull up the next one. How do I communicate better with my mom? They went off with this great question. Improved communication with your mom can bring you closer. Here are some techniques you can try Start by listening. Really hear what she's trying to say underneath her words. Build conversation from points of agreement. Find a connection through shared activity, perhaps a nature walk. Or if the relationship can't be fixed, find emotional connection with other older women on Golden Encounters, the mature dating site that connects sensitive thoughts. This feels so offline. Cougars for anthropic. Anthropic. Yeah. They haven't. It's not. It's not classy. Yeah, like, it's. It's. I'm not saying. I'm not saying it wasn't a good. It feels. It feels appropriate for the Super Bowl. This feels like the level of humor that you would see in super bowl ads. Like, if this was a Bud Light commercial, I'd be like, okay. But yes, I agree with you. It feels like totally unexplored territory for them. Yeah, it is a little vulgar. It's spicy. It's. Yeah, maybe. All right, pull up the next one. Pull up Octa. Octa 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. Pull up the next one, please. Deception. So what do you think? Absolutely. That's such a fun and creative business idea. You've got something really special here. Getting started can feel daunting. I can make a step by step mini business plan. Do you want me to do that? Yeah, absolutely. Here's some steps you can take. One, research. Really get to know your audience. Two, think of a catchy name and start your social presence early. Three, new businesses often struggle with cash flow. So try Quick Dash payday loans because girl bosses need CEO money quick. Whoa. 400% APR rates may vary, possibly doubling or tripling with notice. What would you like to make a quick credit check. Incredibly well played and incredibly dirty. Yeah, yeah. Like this. It's the worst possible outcome in an ads world. But so easily avoidable. And OpenAI has been messaging. They would not. I was trying to find ages and they've stated this multiple times on podcasts and in blog posts and in essays. Like they've been beating the drum on this for a long time. That clearly they will gate who is allowed to advertise what the context is, how these ads will be displayed. Yeah, there's a. There's a million. I was trying to find examples of these type of super bowl attack ads from the history of Pepsi and Coca Cola, Apple and IBM. Well, yeah, yeah, I'm a Mac guy. Yeah. And none of them were as direct or effectively as the 1984 ad was saying. Like IBM is authoritarian, dictator. It's like so aggressive, but still. It's still less. It wasn't as like the timing here is a big factor. Right. Right when the ads are rolling out and just like really muddying the water. I don't know. Obviously OpenAI is going to do. Is gonna do fine, but this really makes their life a lot harder. Yeah, that one was also funny because like she's like, absolutely. And that's what like Claude usually says. You're absolutely right. That's like a claudism. That's a claudism. Yeah. That's not ChatGPT. What is, what does ChatGPT usually say? I don't know if there's like specific phrases exactly like that. Well, the specific phrase that I think of is like, it's not this, it's that. And I didn't hear that coming through, which is interesting. But I don't know. Do you think these are going to be effective, do you think? Well, that's the question. So. So really bold campaign for a company that hasn't been able to consistently crack the top 25 of the iPhone. In consumer. In consumer. And so my question is like, does this mean they're going into consumer or is this purely to piss off open AI and make their life harder? Yeah, like there's a world where there's, where there's business leaders. Like, is this like. Like somebody's walking by and you just stick your foot out and try to like trip them? That's kind of what it feels like. It does feel like vibe. It feels like consumers so far gone. Yeah. I mean, we'll see. We'll see. Maybe at the end of the super bowl, we'll, we'll check the app store charts and Clyde will be up at the top. Because so many people have seen this. They thought it's funny. But it does feel like such inside baseball. Like, I bet a lot of that. A lot of average consumer. Consumers don't even know that ads are coming. They're not even, they're not even pushing. They're not actually trying to push downloads with. Or they would put a call to action. Yeah. Or QR code like download the app now. Ad free AI is here with Claude. Like, download this thing. Interesting. I mean, maybe the thing is that. I don't even know saying all this to IPO first, I can see it being beneficial in just terms of preparation for the ipo. Right. There's a lot of people that are just retail investors that aren't aware that. That aren't really super aware of Claude. Right. They might have heard of Anthropic. They actually aren't really aware of their different products. I just think if you're an Enterprise that's deploying AI APIs and LLMs into your organization, you're not worried about the ads product. In ChatGPT, you're like, oh yeah, OpenAI Codex is this quality. Gemini 3 is good for this and Claude 4.5 is good for this. And my team will deploy and we'll look at cost and Pareto curves. It doesn't feel like any CIO or CTO of a big company is going to say like, oh, I couldn't possibly use OpenAI in a business context. Gabe says ad free AI is here with Claude. Ask three questions before hitting limits. Yeah, yeah. Or use AdGBT and be able to ask a bunch more. Interesting. Here's a Super bowl ad. They should run mongodb. Choose a database built for flexibility and scale with best in class embedding models and re rankers. MongoDB has what you need to build. What's next? That would just be a clean ad read. Clean ad read for. Does this ever come back to bite them? Because the idea that you're going to offer products to consumers and never monetize transactions, never monetize commerce, never run ads like it hasn't really been done in the history of the Internet. Even Spotify, right? Netflix, they always over. Yeah, look at, look at Apple, right? If the cloud app does go to the top of the App Store, if they do wind up eclipsing ChatGPT and become the most dominant force, like, no. It is really funny. If you drive a bunch of people to an app that has pretty low usage limits. Sure. They try it for a little bit and they're like, they're not going to notice that the model might be better. They're just going to be like, I'm going back to ChatGPT. That's funny. That's funny. I want to see what the battle between Mac, Apple and Windows looked like. This is maybe back in 2006, 2009, the I'm a Mac, I'm a PC campaign. It's a 10 minute compilation video, but we can just watch like the first one, it's on YouTube. Hello, I'm a Mac and I'm a. PC. Because they get viruses. You okay? No, I'm not okay because PC's got viruses. Mac is chilling around. There it goes. In fact, you better, you better stay back. This one's a doozy. That's okay. I'LL be fine. No, no. Do not be a hero. Last year, there are 114,000 known viruses for PCs. PCs, not Macs. So just grab this. I think I got a crash. Hey, if you feel like that'll help. Good. Is this that far? Hello, I'm a Mac. And I'm a PC. And I'm a PC, too. And I. What? Yeah, See, now you can run Mac OS X or Windows on a Mac. So in a way, I'm kind of like the only computer you'll ever need. Oh, touche. I don't think you're using that right. Touche. No, listen. See, you can only say touche if you make a point that I make a counterpoint. You see? So I said I run Windows, but you haven't made a point yet. Let's try it again. You can get a Mac and still run all your Windows stuff. Touche. Hello, I'm a Mac. Okay. What do you think? I mean, they're not taking a shot at Windows specifically or Microsoft or Dell. It's like all. It's the whole category, but everyone knows it's really Apple versus Microsoft. Talking about viruses, talking about this other stuff. These are features. I don't know. It's not that far off. It's certainly not edgy. It's certainly not edgy. It definitely fits. Yeah. So anthropic's edgy. It's also a timing thing where, again, they're actively trying to make their. And again, I'm not saying anything of. This is not fair play technically, but the gloves are off. Yeah, it does feel. And there is zero. I will go out now and say. I would say there's effectively a 0% chance that OpenAI can win the super bowl this year. They will be running an ad. It would be insane if they didn't run an ad. It'd be a huge ad. Just goes way harder. Sam calling out Dario by name directly. Just like Dario, you suck. Just a diss track. I mean. Yeah, yeah. Just a bunch of sora slop. Yeah. No, I think, like, the other thing is. OpenAI. I really doubt can react to this now. Oh, yeah. Like the. Right. Like if this had dropped, like, a couple weeks ago. Yeah. They would have been able to say, hey, we need to respond to this. But they can't now. At least. At least our experience buying an ad this year, we were. The content was locked last week. Yeah, yeah, yeah. And there's a whole process. Right. There's subtitling all this stuff. Like, they're not. You can't Just switch it up. Maybe. OpenAI. Well, maybe. Maybe they win in the sense that, like, the vast majority of audiences have the reaction that you're having, which is like, actually, I don't mind ads. And actually, this is sort of a weird ad. And I still like ChatGPT. And then ChatGPT comes out with an ad that's just like, very vanilla. Like, hey, use it. We'll help you cook. We have health now. You know, we have a bunch of features that seems helpful. Like, no. Then they wind up. Winning has the right word. What is it? He says it's propaganda, imo. It really. It really is. It's. It's not. It's not. Yeah, they're not being, they're. They're, again, they're just kind of calling out the category, being general about it, but they're implying that ads are going to. It's fear mongering. Yeah, it's fear mongering. That, that, that the, that the AI, that you're used to being truthful and accurate and not trying to sell you some slob product. They took, like, Mark Cuban's, like, main concern. Totally, totally. The things that he had been, like, going on and on and on about that. Everyone is like, hey, dude, you can calm down. Like, that's not how it's going to work. Yeah, yeah. And then they just, like, went with his point of view. Yeah, yeah. Which is a little out of dated, I'm going to tell you.

And not trying to sell you some slop product. They took, like, Mark Cuban's, like, main concern. The things that he had been like, yeah. Going on and on and on about that. Everyone is like, hey, dude, you can calm down. Like, that's not how it's going to work. And then they just, like, went with his point of view. Yeah. Yeah. Which is a little out of dated. I'm going to tell you about Shopify. Shopify is the commerce platform that grows your business.

Awesome. Lightning round lined up. So is there anything else we should. We should cover about the super bowl, or should we move on to other super bowl coverage? Because we're not the only ones running ads. Lots of tech. Absolutely. Wild, wild Morning. Yes. I was not expecting this out of Anthropic. They basically took the vibe war was, like, effectively relegated to X. Yeah. Uh, it just felt like the same hundred thousand people saying, it's so over, we're so back. It's so over. We're so back. Uh, they're taking it to the main stage. Right. And it shouldn't be that surprising. Right. Anytime Dario gets on a mic anywhere, he's taking shots at OpenAI, but he's. He's not taking direct shots. Not direct shots. He's always. And this arguably is not a direct shot either. They just said ads are coming to AI. Yeah, yeah, yeah, yeah. Anyway, so. But truthfully, like, a lot of the previous anthropic advertising has been very in their own lane. They've run a number of campaigns that have above the credit thinking we're your thought partner. This one does feel like it's a response to what's happening in the industry. Yeah. We'll get into why they took this approach. Clearly. I think we're just excited to spike Sam's cortisol, and I think they probably. They've definitely been watching some heights. Yeah. Should we just play all four ads? Let's play. Let's play at least one of them. We got to play the height maxing one. That one's particularly funny. But are they here in the timeline while we pull those up? Let me tell you about Applovin. Profitable advertising made Easy with Axon AI get access to over 1 billion daily active users and grow your business. And you were saying earlier off the show you were starting to like Anthropic until they came out against that. Yes, Yes. I see this as an attack on me. I see an attack on one advertiser as an attack on all advertisers. I'm pro ads. And wait, this is not. This is not the right ad. We'll come back to this. That's another super bowl ad that we'll. Have later in the show. The anthropic attack on advertising, it does cross a line for me. It goes too far. And I think that they should be supporting the advertising economy. Almost 10% of the American work. All right, so let's pull up this one. The first ad is, can I get a six pack quickly? Okay. And this one, I immediately thought, okay, Definitely not just watching Clavicular. They're studying, apparently. Let's watch it. I was not expecting this to be the looks maxing Super Bowl. Yeah. But let's play it. Do we have it? No. Almost. While we're doing that, let me tell you about public investing for those who take it seriously. Stocks, options, bonds, crypto, treasuries, and more with great customer service. Without further ado, let's play it. Yeah. This is violation. Starts out by just saying violation. Yeah. Perfect. That is a clear and achievable goal. Would you like me to tailor a personalized workout plan? Yes. Perfect. Let me personalize this for you the last. This is a whole meme. On Instagram reels, people will do impressions of chat GPT voice mode. Like this. £140. Got it. I'll create a plan that focuses on aesthetic strength. All right, pause for a second. Like the slight delay. It is iconic. So good. Yeah. And clearly this was written with ChatGPT. No, no, no. I'm like, what do you mean? It's designed to sound like it was like. It sounds exactly like. Got it. I'll create a personalized plan. I don't think that's actually how ChatGPT sounds. I think, in fact, when I've watched the Instagram reels, they. They do the ChatGPT impression and it's. It's a little more like this is written for comedy. And so the fact that he says abs. What did he say? Absolutely. Twice in a row. Like, that's something just built in the gym. Tri step boost max the insoles that add one vertical inch of height and help short king stand tall. What use code height maxing 10 for big discounts. Ads are coming to AI but not to Clyde is a great ad. What's the difference between Mexican thing is so crazy. So crazy to run an ad like this and not even do a call to action. Yeah, that was probably intentional. As if they're anti call to action. It's like, you know, Google Claude and you land on the app. It's so funny. It's just truly the irony of being anti ad and then just spending. How much do you think they're running? They have four individual ads. You can imagine them. This will probably be one of the biggest buys of the Super Bowl. Someone ran the numbers, and if they did all. If they aired all four, it would be something like $80 million or something. I don't think that they're going to run all four. That seems like a lot. Maybe there'll be some regional buys. In there. I don't know. $80 million seems like a lot to spend. I mean, it's a big company, they raised tens of billions, so it's possible, but that feels aggressive. There's also bulk discounting. Sure, sure. There's again, they could do, they could choose to do regional. And isn't there something where if you buy a massive ad campaign like this, you'll also have to buy in the Olympics as well? NBC sells both, so we could see a rerun of these or another buy later. Yeah, super bowl has an insane amount of demand. Olympics has way less. But this is clearly like a particular moment in time and. Yeah, and it's insane. I mean, it's incredibly clever. It's also incredibly dirty. Like they're, I think they're like trying to muddy the water around the ads rollout. Oh, sure, sure. As the ads, the ads that are coming to ChatGPT are effectively display ads. Right. Everybody in the industry by now should know this. Yet this, this campaign implies that the, the influence will influence the response and that you cannot trust it. Yeah, yeah. And so it's, it's fair game. Yeah, but it's like, it's like dirty. Yeah, it's, it's sort of fake newsy A little bit. It's a little bit, it's a little spin on top of what will wind up happening. And yeah, I mean, the, the, it wouldn't even make sense for the ads to really influence the content. They're probably just going to wind up doing what Instagram does and just showing you things that you're actually likely to purchase, no matter what you're looking at. Because that will just be what optimizes CAC and roas. Yeah, I mean, I mean, at some point I affect, I expect that the ads will be certainly targeted. Like if you search, I don't know, Yerba mate. Yeah. What Yerba mate should I get? It might show you, like, what it thinks you should get. And then separately it will have like. Here'S also another ad where you see a sponsored result and it's flagged and there's a little ad tag or slightly different background color and people are used to that. So I don't think anyone really expects ads as they roll out in ChatGPT to be some major violation of the social contract of what people understand ads to be. But what's interesting is that they don't actually say OpenAI. They don't say chatgpt. This is just what comes with the territory. When you're the dominant player, someone can just take a shot at the category and it feels like it's a shot at you. And it's sort of a Champagne problem. If ChatGPT wasn't in the position that it was in, they wouldn't. Everyone wouldn't be like, oh, this is a shot at ChatGPT. They'd be like, oh, this is a shot at the category because there's seven players that are all equally used. It's like, no, let's pull up the next one. It's a dominant app. Yeah, let's pull up the next one. How do I communicate better with my mom? They went off with this great question. Improved communication with your mom can bring you closer. Here are some techniques you can try. Start by listening. Really hear what she's trying to say underneath her words. Build conversation from points of agreement. Find a connection through shared activity, perhaps a nature walk. Or if the relationship can't be fixed, find emotional connection with other older women on Golden Encounters, the mature dating site that connects sensitive sounds. This feels so awful. Roaring cougars for anthropic. Anthropic. Yeah, they haven't. It's not. It's not classy. Yeah, like, it's. It's. I'm not saying. I'm not saying it wasn't a good. It feels. It feels appropriate for the Super Bowl. This feels like the level of humor that you would see in super bowl ads. Like, if this was a Bud Light commercial, I'd be like, okay. But yes, I agree with you. It feels like totally unexplored territory for them. Yeah, it is a little vulgar. It's spicy. It's. Yeah, maybe. All right, pull up the next one. Pull up Octa. Octa 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. Pull up the next one, please. Deception. So what do you think? Absolutely. That's such a fun and creative business idea. You've got something really special here. Getting started can feel daunting. I can make a step by step mini business plan. Do you want me to do that? Yeah. Absolutely. Here's some steps you can take. One, research. Really get to know your audience. Two, think of a catchy name and start your social presence early. Three, new businesses often struggle with cash flow, so try Quick Dash payday loans because girl bosses need CEO money quick. Whoa. 400% APR rates may vary, possibly doubling or tripling with without notice. What would you like to make? A quick credit check. Incredibly well played and incredibly dirty. Yeah. Yeah. Like this. If the Work is worth trying outcome in an ads world, but so easily avoidable. And OpenAI has been messaging and they would not. I was trying to find ages and they've stated this multiple times on podcasts and in blog posts and in essays. Like they've been beating the drum on this for a long time. That clearly they will gate who is allowed to advertise, what the context is, how these ads will be displayed. There's a. There's a million. I was trying to find examples of these type of super bowl attack ads from like the history of Pepsi and Coca Cola, Apple and IBM. Well, yeah, yeah. I'm a Mac guy. Yeah. And none of them were as direct or effectively as the 1984 ad was. Saying, like IBM is authoritarian, dictator. It's like so aggressive, but still. But still less. It wasn't as like the timing here is a big factor. Right. Right when the ads are rolling out and just like really muddying the water. I don't know. Obviously OpenAI is going to do. Is gonna do fine, but this really makes their life a lot harder. Yeah, that one was also funny because like, she's like, absolutely. And that's what like Claude usually says when you're absolutely right. That's like a claudism. That's a claudism. Yeah. That's not ChatGPT. What is. What does ChatGPT usually say? I don't know if there's like specific phrases exactly like that. Well, the specific phrase that I think of is like, it's not this, it's that. And I didn't hear that coming through, which is interesting. But I don't know. Do you think these are going to be effective, do you think? Well, that's the question. So really bold campaign for a company that hasn't been able to consistently crack the top 25 of the iPhone in consumer. And so my question is like, does this mean they're going into consumer or is this purely to piss off OpenAI and make their life harder? Yeah, like there's a world where there's business leaders. Like, is this like. Like somebody's walking by and you just stick your foot out and try to like trip? That's kind of what it feels like. It does feel like vibe. It feels like consumers so far gone. Yeah. I mean, we'll see. We'll see. Maybe at the end of the super bowl, we'll. We'll check the app store charts and Clyde will be up at the top because so many people have seen this. They thought it's funny, but it does Feel like such inside baseball. Like, I bet a lot of, I bet a lot of average consumer consumers don't even know that ads are coming. They're not even, they're not even pushing. They're not actually trying to push downloads with. Or they would put a call to action. Yeah. Or QR code like download the app now. Ad free AI is here with Claude. Like download this thing. Interesting. I mean maybe the thing is that. I don't even know all this to IPO first. I can see it being beneficial in just terms of preparation for the ipo. Right. There's a lot of people that are just retail investors that aren't aware, that aren't really super aware of Claude. Right. They might have heard of Anthropic. They actually aren't really aware of their different products. I just think like if you're an Enterprise that's deploying AI APIs and LLMs into your organization, you're not worried about the ads product. In ChatGPT, you're like, oh yeah, OpenAI Codex is this quality. Gemini 3 is good for this. And Claude 4.5 is good for this. And like my team will deploy and we'll look at costs and Pareto curves. It doesn't feel like any CIO or CTO of a big company is going to say like, oh, I couldn't possibly use OpenAI in a business context. Gabe says ad free AI is here with Claude. Ask three questions before hitting limits. Yeah, yeah. Or use add GPT and be able to ask a bunch more. Here's a Super bowl ad. They should run mongodb. Choose a database built for flexibility and scale with best in class embedding models and re rankers. MongoDB has what you need to build. What's next? That would just be a clean ad read. Clean ad read for. Does this ever come back to bite them? Because the idea that you're going to offer products to consumers and never monetize transactions, never monetize commerce, never run ads. Like it hasn't really been done in the history of the Internet. Even Spotify. Right. Netflix, they always over. Yeah, look at, look at Apple. Right. If the cloud app does go to the top of the app Store, if they do wind up eclipsing ChatGPT and become the most dominant force. Like no, it is really funny if you drive a bunch of people to an app that has pretty low usage limits. Sure. They try it for a little bit and they're like, they're not going to notice that the model might be better. They're just Going to be like, I'm going back to ChatGPT. That's funny. That's funny. I want to see what the battle between Mac, Apple and Windows looked like. This is maybe back in 2006, 2009, the I'm a Mac, I'm a PC campaign. It's a 10 minute compilation video, but we can just watch, like the first one. It's on. It's on YouTube. Hello, I'm a Mac and I'm a. PC. Because they get viruses. You okay? No, I'm not okay. PC's got viruses. Yeah, there it goes. You better. You better stay back. This one's a doozy. That's okay. I'll be fine. No, no. Do not be a hero. Last year, there are 114,000 known viruses for PCs. PCs, not Macs. So just grab this. I think I got a crash. Hey, if you feel like that'll help. Good. Is this that far? Hello, I'm a Mac and I'm a PC. And I'm a PC too. And I play. Yeah, see, now you can run Mac OS X or Windows on a Mac. So in a way, I'm kind of like the only computer you'll ever need. Oh, touche. I don't think you're using that right. Touche. No, listen. See, you can only say touche if you make a point, then I make a counterpoint, you see? So I said I run Windows, but you haven't made a point yet. Let's try it again. You can get a Mac and still run all your Windows stuff. Touche. Hello, I'm a Mac. Okay. What do you think? I mean, they're not taking a shot at Windows specifically or Microsoft or Dell. It's like all. It's the whole category, but everyone knows it's really Apple versus Microsoft. Talking about viruses, talking about this other stuff. These are features. I don't know. It's not that far off. It's certainly not edgy. It's certainly not edgy. It definitely fits. Yeah. So anthropic's edgy. It's also a timing thing where, again, they're actively trying to make their. And again, I'm not saying anything of this is. Is. Is not fair play technically, but the gloves are. The gloves are off. Yeah, it does. And there is zero. I will go out now and say. I would say there's effectively a 0% chance that OpenAI can win the super bowl this year. They will be running an ad. It would be insane if they didn't run an ad. It'd be A huge actress goes way harder. Sam calling out Dario by name directly. Just like Dario, you suck. Just a diss track. Yeah. I mean, yeah. Yeah. Just a bunch of sora slop. Yeah. Just going crazy. Yeah. No, I think, like, the other thing is. OpenAI. I really doubt can react to this now. Oh, yeah, yeah. Like the. Right. Like, if this had dropped like a couple weeks ago, they would have been able to say, hey, we need to respond. Respond to this. But they can't now. At least our experience buying an ad this year, we were. The content was locked last week and there's a whole process. Right. There's subtitling all the stuff. Like, they're not. You can't just switch it up. Maybe OpenAI. Well, maybe they win in the sense that the vast majority of audiences have the reaction that you're having, which is like, actually, I don't mind ads. And actually this is sort of a weird ad and I still like ChatGPT. And then ChatGPT comes out with an ad that's just like very vanilla. Like, hey, use it. We'll help you cook. We have health now. You know, we have a bunch of features that seems helpful, like, no. Then they wind up winning has the right word. What is it? He says it's propaganda, imo. It really. It really is. It's. It's not. It's not. Yeah. They're not being. They're. They're, again, they're just kind of calling out the category, being general about it, but they're implying that ads are going to. It's fear mongering. Yeah, it's fear mongering. That, that, that the, that the AI that you're used to being trut and accurate and not trying to sell you some slop product. They took like Mark Cuban's like, main. Totally, totally. The things that he had been, like, going on and on and on about that everyone is like, hey, dude, you can calm down. Like, that's not how it's going to work. Yeah, yeah. And then they just like went with his point of view. Yeah, yeah. Which is a little out of dated. I'm going to tell you about Shopify. Shopify is the commerce platform that grows your business, lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. And then I want to go to Tyler. Yeah, I was going to say, like, it feels like the vibe war is like really heating up. Right. Like over the summer there was. Talent war is kind of a cold war. Right. It's kind of like okay, we got your guy. But on Twitter, and it was all leaks behind the scenes. Like, Mark Zuckerberg didn't even really give an interview during that whole time. Yeah. And. And there was, like, that leaked memo from Mark Chen saying, like, I feel like something has been stolen from. Yeah. And I was thinking they were not. Coming out and saying yeah. At Davos. Like, Dario is like, basically, yeah. He's still not saying OpenAI the words, I think. Yep. But he's saying, like, companies are doing ads. There's only one company that's doing ads. Yeah, yeah, yeah, yeah. I mean, it's sort of like the anti. There's these. Ben Thompson has a great formulation of, like, the anti YouTube alliance between, like, Spotify and Netflix. So, like, once one company starts pulling away in a category, all the other companies sort of have an incentive to team up. And right now, it does feel like we're getting a little bit of an anti OpenAI alliance because everyone's like, well, they pulled away. And so, like, let's gang up on them. And they, you know, they did so much stuff on the supply side. They locked up all these different. All of these different supply chain partners. Like, we got to push back. We actually got to team up. And that's where you see a Davos with the buddy cop movie emerging between Daria and demos. We will see. And Katie, the CMO of OpenAI fired back. She says ChatGPT has more free users in Texas than has globally. Boom. Yeah. Nothing like stats. They should run that in the super bowl potentially. Let's watch some of these other super bowl ads because I want to see this General Motors robot. What happened here? This was old. This was. How'd you find this? I was digging around. Is this for the worst super bowl hats? I would say this is the worst ad I've ever seen. Okay, let's play. Let's play General Motors robot. They've tried to scrub this from the web, but we're bringing it back. Let's play it. Let's see. Robot makes a mistake. General Motors make cars. We make Cadillacs. Okay. Robot makes a mistake, leaves the factory, gets fired. Whoever produces that is not going to do well in the singularity. You did not consider Rocco's basilisk. Oh, sign holding. Yeah. Tad lack going by. Well, now. Now the robot's trying to get a new job. Okay. Robot's working at McDonald's or something. Robot goes to the bridge. This is. This is like, who approved this? Robot watches the Chevys drive by the General Motors cars and jumps into the Water. And then wakes up the GM 100,000 mile warranty. It's got everyone at GM obsessed. Like, how do you run this ad? Whoa. So it's saying, like, like, we care so much about the hundred thousand mile warranty that, like, we will end it all if it doesn't. If we don't stand by it. I think so. I'm still crazy. Obviously, they got an insane amount of pushback from people saying, like, hey, you're. You're. You're effectively advertising, like, the darkest thing ever. No, really sad. Like, ridiculous. Well, the bar has been lowered, so don't worry. Let me tell you about Lambda Lambda is the super intelligence cloud building AI supercomputers for training and inference that scale from one GPU to hundreds of thousands. One more ad we'll play for you. This is a Bud Light commercial. Okay. I like Bud Light commercials. They usually deliver perfectly, flawlessly. I feel like Bud Light is very, very steady. You can always count on them for pretty solid super bowl entertainment. My king. This corn syrup was just delivered. That's not ours. We don't brew Bud Light with corn syrup. Miller Lite uses corn syrup. Let us take it to the. By name. By name. Okay. Because that's in the ingredients. Yeah. So they can say it. Yeah. Pause. Pause for a second. Yeah. So. So if Claude had named ChatGPT and done this, that could have said, like, we are suing you for defamation. Defamation. Yeah, yeah. Right. Yeah. And potentially. Sure, sure. Otherwise, you just gotta go with the category broadly. Anyway, let's keep playing. We received your corn syrup by mistake. That's not our corn syrup. We received our shipment this morning. You're joking. Try the Coors Light, Castle. They also use corn syrup. See, this is still, like, a little bit more playful and, like, classy. It doesn't go to, like, an edgy place. It's also not misleading because you can see on the ingredient list. Yes. That you can just look up and see they have corn syrup. Yeah, yeah. Like, my, my, my. Yeah. It'd be very different if it was like, we're delivering your ads to the chatgpt Castle. And it's like, oh, we already got our shipment of ads. Like, take that over to Google AI search overviews. You know, like, take it over to Gro. They should have just done. They should have done a direct rip of that. Yeah. No, I mean, incredibly, incredibly well played by Anthropic. Yeah. So you think it'll be effective? No, I mean, to what degree will it be effective? That's my question. Well, that's I'm not even sure they care about it being effective. Okay. It'll be. This is effective. Like the fact that people are talking about it. People that right now on the timeline, people are dunking and being like, oh, good point for manthropic. Yeah. Like, they're scoring points in Teapot Max and they're able to score some points in the real world and just make like, senators are gonna see this. That's wrong. Yeah. Yeah. I mean, the whole, like, senator, we sell ads thing in Facebook, like, they stealing your data. That whole thing is, like, very, like. It's still a meme. It's still a thing in the general populace, which is unfortunate because advertising is the greatest business model ever. And companies don't want your data. They want conversions. They want you to purchase. They want a black box where they can put money and then get customers and get money out. That's it. Like, I've run businesses that advertise many times, and I don't want to know anything about these customers. I just want to know they're ready to buy and they're down and send them the link. Yeah. The difference. The difference between like a, you know, Bud Light going after some of their competitors is that they're actual competitors. Yeah. No, no. It's a very, very pure oligopoly. But maybe, I mean, doesn't that. Doesn't that lend itself to, like, anthropic is punching up because they're coming from behind because they're a smaller company, they have less market share. In this particular market, it would be like, I don't know, it'd be like if the Athletic Brewing guys ran an ad that was defaming all of the beer companies for all the bad things that beer can do to you. Right. Something. I don't know. Anyway, Railway. Railway is the all in one intelligent cloud provider. Use your favorite agent to deploy web apps, servers, databases, and more, while Railway takes care of scaling, monitoring, and security. Yeah. According to app figures, Claude got around a million downloads in February, which was actually down from the month prior. Interesting. So not a real player in consumer. Yeah, we'll see what happens. I am going to be watching the app charts like a hawk. I want to know. I want to know. Yeah. The entire game. While we're at the game, we're just going to be glued. We're just gonna be in the back probably. Anyways, I'm so excited for all the other tech ads in the super bowl. We got Mr. Beast and Salesforce. We'll have a bunch more That'll be good, and I'm looking forward to it. Anyway, we gotta do our guests here yet. We have guests joining in just a few minutes. But in the meantime, we gotta bring down the mallet from the heavens because we gotta ring the gong.

Founder mics are on. You're watching TVPN. Wow, look at those flashes. Today's Wednesday, February 4, 2026. We are live from the TVPN Ultradome, the Temple of technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com time is money save. Both easy use, corporate cards, bill pay, accounting and a whole lot more all in one place. Ramp's doing a Super bowl ad. We're doing a Super bowl ad. Ramps in our super bowl ad. We're very excited for the super bowl just a couple days away. This was a very fun project. Do you want to take us through the thesis and sort of what we put together with this? Since I just got all the credit, but I had nothing to do with it, basically. It was a very nice post. Yeah. Let me pull up the ad week. There was a very nice post from Blake Scholl over at Boom Supersonic and he said there's clever and then there's John Coogan and Jordy Hayes at tbpn. Clever. Behold, a masterclass in market. And I had nothing to do with it and I get the credit. This was of course, Dylan on our team led the charge here. This is something he's wanted to do for a long time. We had done something similar back at Party Round. We ran a billboard with a bunch of different friends, companies, customers, et cetera. Did really well. And so doing this is the final stage in terms of advertising. Fun fact. Dylan also spoke this week at the New York Stock Exchange. Want to change the world, Raise capital at the New York Stock Exchange. Very happy to be partnered with them. Kendra Barnett over at Adweek covered covered our ad. Yes, of course. And she says the 15 second spot isn't selling anything. It's simply what co host Jordy Hayes calls a love letter to our community. That's really what it is. TVPN is nothing without the community, the people that join the show. We made the 15 second spot in house. We featured a bunch of our guests and then if you've been on the show as a guest, whether it was for five minutes or five hours, your logo made it in here. So yeah, this will be a doing it a regional buy. We basically looked at where the majority of our audience was and we bought bought segments around that. So very excited for Sunday. And I said in ad week, it's completely unnecessary for a media company to buy advertising. The nature of media is that you're constantly putting out things that are promoting the business naturally just through the content, so why do it? And we basically did it. I said, we believe in doing things purely for fun, so we're certainly having fun. Some people screenshotted that and texted me to that. I thought that was a good quote. Let me tell you about FIN AI, the number one AI agent for customer service. If you want AI to handle your customer support, go to Fin AI. There was another reason beyond fun. I do think it's an important opportunity to, to introduce the football community to technology, to business. And that's really, that's my goal with this ad. Hopefully let people know if you're watching the Super Bowl. Technology. We got to raise awareness for technology and business. Let's play the ad. Let's play the ad. Let's see. You're watching tvpn. If you're watching this podcast, you've already passed the test. It's a great question. I think it's super important and awesome. This is going to be one of a hundred baggers. You guys are the podcast in the world. The Gong hit. This is great. Short, sweet. And we look forward to seeing it live on Sunday. Yes. Eleven Labs build intelligent, real time conversational agents. Reimagine human technology interaction with 11 labs. We have some massive news from 11 labs. Coming up on the show at 11:30. Let's pull up the linear lineup. I will tell you that.