A good one. Yep. Let me tell you about Gusto, the unified platform for payroll, benefits and hr, built to evolve with modern small and medium sized businesses. And without further ado, we have Bill Bishop. He runs Cynicism. Welcome to the show, Bill. Good to see you again. Welcome back. Hey, thanks for having me back. Happy New Year. How's your new year going? It's going pretty well. Although it feels like we're in the. Near the north pole here in D.C. we've been iced in for two weeks. It's pretty nuts. Describe iced in. Are you actually. You can't go outside. No, I got everything dug out, but literally at one point, the. The guys digging out my driveway were taking selfies with the blocks of ice they could pick up. So big. It was so big. It was frozen solid. Wow. And it still is. That's insane. Do you watch the Super Bowl? Of course. And congrats on your ad. That was awesome. Thank you. Yes. The earned media was. I don't know what your ROI, like the. The multiples on your 50k where you spent, but that was. What a brilliant hack. Congratulations to you guys. Yeah, thank you. Thank you. Anything else? Kind of sucked, but, you know, other than that. Yeah, it was. It was not. Not the most exciting. Just a lot of field goals in the first half. Yeah, we. We unfortunately left like three minutes into the fourth quarter because it just. We knew it was insane chaos getting out and then it just got really. It got. It got a little. A little more interesting. Yeah. So I have a question, but was that an interception or a fumble? Oh, I don't know. You're asking the wrong people. You're asking the wrong people. When did that happen in the game? That was their last touchdown, right? Were they. Okay, so we had. We had. Yeah, we had left. Okay, we had left. We had to get to the airport. We're still. And to be honest, it was tough to follow because we went with a bunch with the Ramp team and a bunch of our friends. And so there was just. There were a lot of interesting conversations to have with folks, and so there's a lot of opportunity just to get lost in conversation and then turn around and. No, they scored. Anyway. Any of the ads stand out to you? The robot vodka ad that you guys talked about a little while ago, which was pretty awful, but China's got the Lunar New Year's coming up next week, and Lunar New Year's Eve, the CCTV does this big spring festival gala with hundreds of millions of people watch. Going to be full of robots. So I'M very curious to see how they spin the robot performances. Yeah, I mean, I think they're going. To drinking vodka through the neck. Yeah, that was very, very weird. Yeah. Associating your, your, your alcohol, which kind of like tastes like engine lubricant with, with like, heavy machinery, is an interesting decision. I expect the, the robots to perform incredibly well, just based on some of the demos we've seen where these things are flipping around, they're moving like actual fighters or dancers. It's incredibly impressive. And still worried that we're gonna let them sell 10 million of those in before we kind of wake up. Have you been following the DJI story? Which part of it? Just the ban and how fast it's rolled out, if there's any loopholes, because you always hear the headlines like, Nvidia, the chips ban. There's zero. Nvidia chips are going to China. And then it's like, oh, well, there's diversion, there's cutouts, there's Nerf chip that wound up. You could train deep sea, you could do a lot. And then the trade deal gets renegotiated. And so I'm just wondering. There were a couple founders who were sort of taking victory laps in the American drone community, and I'm rooting for them. I love an American DJI. GoPro famously failed at this, mostly because of the supply chain pricing, all of that. But it's always like, I see people take victory laps and I'm wondering, it feels maybe a little bit like, will the new regulation stick? How all encompassing is the regulation? I think it's a bit premature. And I think you've seen already bits of it whittled away where now you can buy previous models and parts for it. And so part of the problem, I think really is that DJI makes the best drones, both in terms of performance as well as cost. And so unless the American firms can actually make drones that, like, law enforcement wants or, you know, various companies want, you know, I mean, it is. It's in an unfortunate situation. I certainly hope the American drone makers can catch up. But it, but it. And maybe this regulation will, will help. But, you know, we have to be competitive, right? Yeah, yeah. I mean, it also just seemed like dji. Yeah, there were a ton of, like, commercial applications, but it was just such a go to Christmas present for, you know, a lot of people, like, you know, the casual outdoor person that goes on hikes, they want to take cinematic video. Like, realistically, it's going to be collecting d than three months, but it's Going to be an epic present on Christmas. And so I mean that probably propelled a lot of sales and just helps get to scale and that's important in these manufactured products. Right. And, and again, as we all, you know, you've talked about ad nauseam with lots of people. I mean, China has a supply chains for this stuff and we still don't. And so whether or not these regulations will pull that supply chain creation here, it remains to be seen. The challenge of course, is you have to balance cutting off access to products that customers actually not just want, but need, like police departments, et cetera, but then at the same time just making it so that some companies can take advantage of loopholes, have some sales, but still kind of wash their components through third countries that actually still are probably Chinese components. Yeah, no, no, I mean the supply chain. I remember digging into the small drone motor market. So the motors that go on those drones, the small motors, and there are truly no American companies. There's one company in I think Seattle that sold to private equity and they immediately offshored all of the manufacturing. And it's just like this Holdco now. And I think that now they're starting to bring some stuff back. So there's like green shoots, but these things take years and years and years. Just look at like TSMC in Arizona. So years, maybe a decade to get actual to scale from like the initial plans. Anyway, let's dive into the PLA purges. We read through the Wall Street Journal's coverage and I have a bunch of questions, but how are you framing it? How are you thinking about what's happening in China today? So the PLA purges have been ongoing for quite some time. They've accelerated over really the last 18 months or so. I mean they are part of a multi year process of Xi Jinping, both starting out, you know, taking control of the pla, but then also forcing through a whole series of reforms around structure, force structure operations to try and get the PLA to what they called world class fighting force with a specific goal for 2027. The centenary goals, which are the, it's the 100th anniversary of the founding of the People's Liberation army, where they want to be, you know, some people say they want to be able to invade Taiwan. Haven't explicitly said that, but it's to get, to get a force to the point where it could actually undertake missions like that. And the latest round where the PLA has a top structure, it's called the Central Military Commission and it's got a chairman who's Xi Jinping and then two vice chairman and four members. So seven members. There are now two members, Xi and a vice chairman because he's purged the rest over the last year or so. And just for a couple weeks ago, they purged the remaining. The one Central Military Commission vice chairman and one member. And it was quite shocking both because there have been rumors popped up and then three or four days later they were gone. But also the vice chairman who was purged was someone who was considered to be close to Xi, who she had kept on past assumed retirement age because he was supposed to be sort of Xi's guy. And so it's pretty shocking on the one hand. On the other hand, it's kind of a continuation of what's been happening. We don't know why. There's lots of speculation. The Wall Street Journal article you referred to, I think talked about possibly a briefing internally that said that this Vice chairman Johnny Shaw was leaking nuclear secrets to the US Wish it were true. Haven't found anyone in DC who actually thinks it is. Would be impressive, right, if we had that level of, of a spy. But what I think it points to is, and then the question is how you interpret what's going on. There are lots of people who are trying to sort of put out versions of what happened. You know, there was rumors that there was a gunfight, total BS as far as I understand. But it's a black box, so you can't say zero. So before we go into the implications and the interpretations, can you break down Anatomy of a Purge history of Purging? It feels like a uniquely Chinese just event. Like we, you know, like we, when we elect a new president, a bunch of positions turn over, a new head of the FDA comes in or whatever. And we don't think of that transition as purging. Although of course some people get fired midterm, even if they've been appointed by the President. And so what's actually going on? Are these like forced resignations? Are these purges or are these firings? They are detained for investigation. Okay, so they are processing or alleged criminality or alleged violation of party or military rules in this case. And then they are. And all we got, you know, all we, all we got was a very terse statement from a very nervous looking Ministry of Defense spokesperson announcing that these two individuals, Zhang Yosha and Liu Zhengli, had been put under investigation. That was it. And so she has not come on the record, she has not come on the record about any of this. Not publicly. There, there have been Authoritative statements in like the PLA Daily, which is the military's newspaper. But he has not yet said anything publicly. And there may be, at some point there'll be. He probably has talked about it internally at some point, maybe we'll get a publication of some of his speeches. But we have very, very little information that's public about what's actually going on other than that these two have been taken away from investigation and so far they have not been replaced on this body. And then one way you could potentially read into this is that you're consolidating power, which makes it easier to perform military operations. The other is that you lost all your top guys who are going to help you with military operations. What's your interpretation? So it's a good question and I think it kind of is both. There's clearly the number of generals and senior officers who've been taken out over the last two plus years is quite shocking. It's in the dozens and so it's hard to imagine in the short term it doesn't have some impact on the military's ability to fight. But at the same time, there are a lot of officers and a lot of younger up and coming officers in the pla. The PLA has historically been an incredibly corrupt organization. And Xi Jinping has been. He started, he really kicked off this anti corruption campaign in the PLA in 2014 in sort of full force. And so what may be happening is that he has realized that he just has to effectively decapitate one or two generations of the PLA to get down to a group of younger officers who were promoted, not by buying their positions, as was very common through, up until even I think, into the Xi era. How did those get, how do those get priced? Obviously under the table. Very. You guys, your audience may find this interesting. It's kind of like an angel investment, at least in some cases where actually people would collectively buy a stake in a rising officer. Because I'm not joking, right? Literally no way. And then so they'd go, they'd go, basically they'd go out and say like the officer would be like, hey, I've got some potential within the organization. I think I can get this job. Let me pull together some capital. And then they pull together that capital and then they take over. They pay off the person or someone to get the role. And then there would be a revenue stream back to the original pool. The idea is you're buying an option on a future revenue of corrupt goodies. Right? I mean, I'm not, because because, because if said person gets the job, they'll be able to generate a bunch of revenue not just with their salary but through like corrupt activities they have. They can create a whole bunch of opportunities for people who are close to them. Wow. And you. Okay, so yeah, so they. He basically gets a certain job, he's got access and control over some amount of budget and creates basically a little economy around, around within the stack. That is insane. And this was, and there are, there's been certainly I don't think it's been in the media, but I certainly heard that among the funders of some of these officers in years past was our America's CIA. Because it was a great way to push people in and you know, eventually they owe you. Right. And so I mean it's actually, it's. Friends and family from the CIA. And this is something without going to detail the party has talked about, about, you know, getting rid of this process of buying and selling promotions. And you saw from some of the previous cases of generals who were, who were detained early on in the XI era. I mean the stories of like, you know, the, the cars full of gold and the, you know, these suitcases of millions of dollars in Euros worth of cash hidden in one of their villas. I mean it's. The level of corruption was insane because there's so much money being thrown into military, you know, the military buildup. Interesting. Crazy. What's the state of. And so, and so part of that, if you have decades of corruption that have been like that has been intimately intertwined with the military buildup, maybe doesn't give you that much confidence in a lot of the actual fighting force and the equipment. Right. Because it may be, it wasn't going necessarily to the, to the best vendor. It was going to the vendor that was pushing enough money out the back door. I mean that is certainly the risk and potentially the concern. I mean you look at, in addition to all these generals, they've basically taken out a significant chunk of the leadership of the military industrial complex. All sorts of defense contractor, defense weapons makers, heads of research institutes that were involved in weapons development. At the same time, the weapons look like they work. I mean, think about China and corruption is China has this great high speed rail system, right? Well, the guy who really oversaw it is in jail because he was corrupt. But the thing is the corruption is just sort of like it's another tax. It still works. It still works, right? Unlike maybe other countries, you still get it done. It still works pretty well. But some folks. But then you make a Little money on the side. Wow, that's funny. He's like, I actually got to make the trains run so I can keep the gravy train going. Yeah, exactly. The gravy train is important. Lots of lessons there. What's the state of communications or relationships between Donald Trump and Xi Jinping? Are they talking regularly? Are they meeting in person? Are we at, like, a local top or local bottom? Are things the worst they've ever been? Somewhere in between? No, no, we seem like we're in a steady state. They had a call last week, which, you know, again, I think is an indication that so far, at least, things are on track for President Trump's visit to China in early April. There was one sort of wrinkle, though, in the readout from the Chinese side of the call he had with Donald Trump last week. He had some pretty stark language around Taiwan and specifically around US arms sales to Taiwan, because the US sold 11, announced an $11 billion arms sales package to Taiwan back in December, which was at the time, it's a very large number. The U.S. has been doing billion or so kind of packages and rolling them out. The Chinese get pissed off, but, you know, they move on. 11 billion was pretty significant. I had heard that the reason the Xi Jinping had mentioned sort of being prudent around arms sales to Taiwan last week was specifically because the US Was working on a big arms package. The Chinese had found out about it, and the Chinese ambassador here in D.C. had basically gone to the White House and thrown a fit over the weekend. We saw, I think, on Friday, the Financial Times reported, yes, there's a $20 billion package in the works, and it's something the Chinese don't want to have happen. And they have threatened to postpone or cancel Trump's visit. And I think. I think they might actually meet it. And so I would imagine that the Trump administration won't push forward that sale until after the meeting. What's interesting, though, again, is it's not clear Trump knew about it. This is people in the administration who maybe are more interested, who are sort of more pro Taiwan not happy with this kind of. Whether you. I don't want to call it ta. It's a little too early for that, but this sort of steady state in the relationship over the last couple months, and they want to make sure that Taiwan is still getting attention. Yeah, that's fascinating. How does China frame the Taiwan question? Internally in the west, we sort of all accept the premise that if we're doing an aid package, it's for defense and that the only possible scenario is that China would invade at some future date. But does China use rhetoric that's like, well, we don't want Taiwan to have weapons because we're worried about them invading us? Is that even something that they toy with, or are they saying like, we don't want them to have weapons because we're planning to do this at some point? Well, no, I don't think they're worried about Taiwan invading. I think it's more, you know, Taiwan is the first of their, of their red lines, especially in the US China relationship. And so they, but ultimately they, you know, they, they don't want, I mean, the U.S. yeah. Saying we're going to sell you a bunch of weapons, even if right now, for example, Taiwan, because of the political. What's going on, the Taiwan politics, you know, the Taiwan legislature won't approve the budget to buy the last package of weapons because it's the opposition party controls with a, with a coalition partner controls the legislature. So this $20 billion package, should we assume that CCP operatives have effectively infiltrated the opposition party, or is that too much of a tinfoil hat? Because I imagine that if you were, it would be worth the time to try to get your team elected. Good seed investment. Yeah, good. See, put it in venture. There are no questions. A lot of influence efforts. The, the Taiwan government under the current president Lightning, has definitely stepped up and talked more about this kind of, these kinds of infiltrations and influence. I don't think there should be any surprise that that is going on. But ultimately, for these arms packages, it's also a signal of, I think the US Is trying to make it a signal of we still support Taiwan. So that. Because what Beijing wants ultimately is for the Taiwanese people to think that there's nothing, there's no help coming, they have no other choice. But effectively resistance is futile. Right. Rollover. And the faster you roll over, the better you'll be treated is I think, the kind of the constant messaging they're trying to put out there. And so support from the US in terms of either rhetorical or big arms packages messes up that messaging. The comments from the Japanese prime minister back in November mess up that messaging. And then they also complicate the PRC's planning. In the event that there is some sort of scenario where they have to use some sort of force, it's going to be a lot harder if the Taiwanese have better weapons, better training, and have support from, you know, the US and potentially Japan has to get involved. What economic indicators are you tracking in China broadly things like unemployment rate, foreclosures, general development, infrastructure development, housing development, all that stuff. So I mean, all those are worth tracking. You know, all you have to sort of filter through the data. I think the, the consensus of a lot of the folks who really tracked us closely is that generally like the economy's not doing great, but it's also not falling off a cliff. Right. It's not the binary boom or bust. The things to really watch over the next. I mean, we'll learn a lot more by the middle of March because the first week of March starts what's called the two sessions. And the one that matters is this National People's Congress, their legislature. And so we'll get a work report from the premiere that will then lay out targets for this coming year in terms of things like GDP growth and et cetera. But then also this is the year where they roll out the 15th Five Year Plan. And that also includes not only high level goals, but also some targets in certain sectors. And so those ultimately I think are more useful to look for over the next few months than some of the sort of high frequency data, just because the high frequency data is noisy. And ultimately the Chinese, you know, again, the stock market's up 50% or so from the lows. It's at a new high. I think today the tech sector is booming. There's, there's, I don't want to say bubble, but there's a big boom in terms of the AI related shares. Yeah, they're, they're companies are going public much sooner than ours. Yes. With much lower revenue raising, much less money, much lower valuations. And a lot of it is because they, you know, they, they actually need the capital. I mean, it's, I think they. But the amount of capital they need in raising is a frat. It's like, it's like, you know, a rounding error. For what? Like OpenAI raising? Not quite, but sort of. Yeah. I mean, you see some. What is the general pop. How does the general populace feel about AI? I think most of America is, especially after the super bowl, nobody was seeing the Super Bowl. AI ads being like, you know, this is amazing. A lot of ads, it kind of sucks. Well, yeah. Okay, so the ads, yeah, the ads weren't that great. A lot of them weren't that great. But there's just also a general fear around job displacement, lack of, you know, people are not excited even to put a data center in their state. Right. We have all this legislation going down the pipeline, but how do people In China actually feel unemployment rate for youth is already so high, it's hard to imagine it going much higher. So maybe there, maybe people already feel like it's over. So, I mean, data centers, energy, obviously you have other guests who talked about it's not an issue for China. Right. It's somewhere they could build as many data centers as they want, as long as they can get the chips. That's, that's the bigger issue. I think when you look at what the, what the government is doing, you know, they have a, they have like this AI plus plan they rolled out a couple of months ago, where it's really to embed AI throughout the economy and throughout society. And so they're not really focused on as much as sort of getting to AGI and these, these massive models, they're really more focused on diffusing, you know, how do you use AI and all sorts of tasks in your apps, in WeChat for medical, seeing doctors for medical advice. I mean, there's a big boom right now in companies chasing sort of medical AI, including Alibaba. And so it seems like even though it may not be the models may not be like the ChatGPT or Gemini levels, at the same time they're being taking a much more pragmatic and practical approach to just diffusing it through society. And then in terms of what it does to employment, there's been lots of discussions about the impact. I think it's a country where they can incentivize positively or more negatively companies to not necessarily lay off as many people as they would if they were operating just purely on an economic basis. When it comes to AI disruption, doesn't mean unemployment is not a significant problem for the youth. And I don't know that they have a good solution for that. But it isn't holding back what they're trying to do around AI at this point. That makes sense. Last week Jensen was on cnbc, I think it was Thursday or Friday, talking about how the overwhelming demand, obviously we had earnings last week. Everyone's raising their capex guides. You have legacy AI chips that are sitting at very high utilization, surprisingly high utilization and pricing compared to what a lot of the AI bears have been thinking about over the last six months saying, like, hey, all these chips are going to be worthless. And turns out like Michael Burry and others. Yeah, yeah, those, those types. And so I think there was some conversation around, okay, and if Jensen wants to go like, hey, all these people are super chip constrained, I think the question comes up, why? Okay, so then why are we, why are we selling, why are we selling chips to China? To China then? Right. If, if our, if our leading labs are not able to get the call. Amazon, they'll buy them. Yeah, yeah. It's a great, it's a great question and it's something that is, you know, certainly you've seen some movement on Capitol Hill asking that question, asking the impact on like, like HBM prices. Right. Memory prices. And ultimately the answer is, well, Jensen Huang can go direct to Donald Trump and convince him to approve these sales. What's interesting, I think it was the Financial Times reported last week that even though the Department of Commerce has signed off on the licenses to sell to China the H200, that the Department of State or the State Department which has this Bureau of. I think it's arms control and non proliferation, they have yet to sign off on it. So the sales actually haven't happened. Interesting. And what is the general sentiment now from the CCP and various groups? Because when the first time we maybe agreed generally to a chip sale and then Howard Lutnick came out and said like we're going to get them addicted to the American AI stack. And then they were like, actually we don't want, actually they were like, no, we don't want them. But clearly all the companies want them. They're more, way more compute constrained than we are. They're ready to rock. And so where is that actually, do you think that if it actually gets fully approved that they will all flow without any type of red tape on the China side? Yeah or no, there's been reporting, I mean various reports, the Chinese are being careful about who they allow to actually order. And they're talking about the H200s. They didn't want the H20s. They need the H200s because China has enough like they can actually make looks like decent inference chips. They just can't make the chips they need for training. Right. And so that's the H200 fills that gap. And so I think the Chinese perspective is, look, we're not there yet. We can fill this gap. We have to sort of keep competitive in the AI game. Nvidia, the US government has approved these sales. Nvidia will sell this to us. We're just going to make sure that if you buy these, you also have to also make sure you're buying Chinese chips to keep supporting our own indigenous ecosystem. Right. And so, and then of course there are some, I think potentially some security, security concerns because of the, whatever the security review the US is requiring, which is basically I think just to make sure that the chips get shipped to the US charge the 25% licensing fee as a tariff which makes it legal, and then ship them back to China. But you know, from the Chinese perspective, what's the security review, what they have to do these, you know, who knows what they might do these chips. So there's certain places I think that like state owned enterprises, certain labs where they probably won't want these chips. But the issue also is, right, there's also still a lot of Nvidia chips in China. Right. So we should see in the next week or so. If you remember, you guys been a year since the quote unquote Deep Seq moment. Right. And so now everyone's waiting for Deep Seq's next model which is supposed to launch on or around Lunar New Year, which is next Wednesday the 17th. So we should have some sort of a Deep Seq model in the next eight or nine days. I think it was the information reported it's being trained on Blackwells which they're not supposed to have. Right. But somehow they have the Blackwells. It fell off the back of a. Truck and they can, they can get as many Nvidia top end chips as they want hosted overseas in these cloud facilities. Yeah, right. So, so it is, it is not a clean set of controls by any means. Yeah, yeah. What, what, what do you think China's reaction is to the, the latest election in Japan? Obviously Japanese equities responded positively to, to the result. But how are you tracking that whole situation? I mean, I think that the Chinese helped take Ichi because their, their reaction to her comments in early November, which again she said, she reiterated the Japanese position on sort of a Taiwan contingency, so to speak. She said it in a, in a, in a setting where it hadn't been said before by sitting Prime Minister. And you know, but their reaction really I think helped make her case and other sort of more defense hawks in the Japanese government make their case that we need to do more because China's a threat. And so now she really has a mandate. The question will be will the Chinese continue to really push on her or do they sort of find ways to over the next, it won't be immediate but over some period of time find ways to at least calm things down and then start re engaging with dialogues. I think, you know, the fact that they clearly started playing the rare earth cards cardigan with Japan. You know, also again, in some ways there's no going back for Japan even if the Chinese were to find they were to find an off ramp and find a way to sort of get back to kind of the U.S. china sort of detentis like relationship around. I think the damage has done in terms of Japan needs to a stronger military and Japan needs to move faster to protect itself from the weaponizing of certain parts of the supply chain that China can do, which we all know from rare earths. Yeah. Yeah, that makes a ton of sense. Anything else? Rudy, this was super fun. Fascinating. We love having you on the audience. Audience loves you too. And I'm going to follow up and ask what headset you use because we're making because not every guest of ours comes in with a sound video set up like this. It's a Shure headset and Ben Thompson got it for me because I do the Sharptona podcast with his team with Andrew Sharp. And so Ben sent me all the gear. Very thoughtful. So I have this solid state logic little box and then I plug in this headset actually. Is it. Sorry, it's a Sensenhauer thing. Sorry. Sennheiser. Sennheiser. Yeah, there we go. Sennheiser, Alpha. Well, thank you so much for taking the time. Have a great rest of your week. Good luck with the weather. We will talk to you soon. Thank you. Thank you. Have a good one. Let me tell you about Okta. Okta helps you assign every AI agent a trusted identity so you get the power of AI without the risk before our next agent.

Five code. We are experts. Founder. I see multiple journalists on the horizon. Stand by. Uav online. Glaze. Double glaze. Triple glaze. Double kill. Five coat. Cook is up. Wins. Team death match. We are experts. Triple plays. Let's just strong right. Market clearing order inbound. Come get up. You're surrounded by journalist. Hold your position. One. Strike 2. Activate. Go. The retriever mode. Trust press. Market clearing order inbound. Vibe. Put it. On the horizon. Emma. Founder. You're watching TVPN. Today is Monday, February 9, 2026. We are live from the TVPN Ultradome. The technical technology. The fortress of finance, the capital of capital. It is great to be back. It's great to be back. We went to the super bowl with none other than ramp.com Time is money save. Both easy use, corporate cards, bill pay, accounting, and a whole lot more all in one place. We're breaking down our super bowl experience. You know, people call us the sports center for the LinkedIn crowd. It's always been funny because we mostly focus on X and RSS feeds. Well, now it was the first football game we saw this season. Yeah, was. Yes. Yeah, it actually was. It was the first football game I've been to in maybe a decade. I don't know, it's been a while. But we do try and bring that SportsCenter energy to the show. We like, you know, ringing a gong. I don't know if they have a sport, if they have a gong on SportsCenter, but you know, we try and bring the high energy to tech and business reporting and. And now we're officially sports fans. We're officially football fans. Converted. Converted. No, it was a fun experience going to the Super Bowl. Apparently it was not the most exciting game. Yeah, we did have to leave to catch a flight in the fourth quarter. And then it got. And then it ended and then it. Started being more exciting, but also just a weird experience seeing it in the stadium because there's so many ads. But they don't show the super bowl ads in the stadium. And so they'll run a couple plays and then you'll just take a five minute break and then you just get distracted and get sucked into a conversation because we were there with a bunch of fun people. And so it was a little bit trickier to actually follow the game. You mean follow the ads? Yeah. Well, you didn't follow the ads at all. I didn't see a single ad. I would open my phone and see people reacting to the ads and I had major FOMO because I wasn't getting to enjoy the ads in the stadium. Of course, there were some branded integrations in the stadium, but those are separate from the ads that NBC sells. Of course. We had this running joke for a while. We're most excited about the ads. It's a little played out at this point because some people say that just as a reflection of they don't like sports. We say it because we actually like the ads, because we like advertising and commerce. But we participated in the super bowl hype train. I was very happy with the success of our campaign. It was. A Super bowl is like a relatively minor event in the calendar for tech people. I feel like, you know, wwdc, you have Davos, you have Sun Valley, like of the things that everyone collects around Super Bowls on the calendar for a lot of people, but not top line for everyone. It's not. You got to be there. But we were able to run a regional ad in the Bay Area, which we mentioned on the show. And I guess it was. I guess it was all over California. Yeah, it was all over California. People text me from Southern California too. Yeah. But it was, it was fun. I mean, people see the. We had this one guy, I got a. I got a pull. I got to pull up his post because somebody yesterday thought that they were hallucinating. This guy Chip Rogers on X said hallucinating and then he said at Jordy Hayes Ohn Coogan at TVPN on the pre game super bowl commercial. And I was like, no, it's real. It would have been insane to just be like watching NBC or watching the. And then it's. You just get. You're watching. He probably was like, did I sit on the remote or something? Yeah. And I accidentally clicked off the stream or something. But no, the intro was. The intro to our ad was exactly our intro to our main show, which is funny, but it was a cool moment because obviously people see view numbers on clips and they see follower counts. We just hit 200,000 on X. We're very excited about that. And they see the guest lineups. But there's something different about actually seeing the patchwork of all the different logos of everyone who's participated in the show in one way or another as a guest. And that was just very cool. And I think people really sort of understood the scope of how crazy 2025 was. I went from interviewing like one or two people a year for videos to like 1000. And it was great. It was a lot of fun. Let's pull up the linear lineup because I want you to meet the system for modern software development, 70% of enterprise workspaces on Linear are using agents. We have Jason Fried, the co founder. CEO of 37 excited about this one. Jason's going to come on. We're going to have a conversation about the new Jony. I've Ferrari designs that got announced this morning. We'll go through it in a little bit. Bill Bishop to him, Bill Bishop to. Talk about Legend, about what's going on in China, broadly risk to TSMC Taiwan. What's going on with the leadership changes and shakeups. Over in the ccp, we have Jason. Kelly, co founder and CEO of Ginkgo Bioworks coming on. What could go wrong if you hook a BioLab up to GPT5. Yeah. And if you saw OpenAI shared last week, they have basically a biolab integration. Jason is powering that via Ginkgo. And then we have Dan Romero who's joining Tempo, the project between Stripe and. And Paradigm. I saw a big billboard for it up in sf. Very cool. And then Boris from Bedrock Robotics, Sarah Hooker from Adaption Labs, and Ed from Machina Labs. Yeah. Coming in in person. So great show today. Yeah. The other super bowl little tomfoolery we engaged in was we launched Claude with ads. Obviously we'd been joking back and forth about Anthropic launching a Super bowl ad, taking a shot at OpenAI or other LLMs that might put ads in there. What does that. Is it going to be bad? And so of course we had to create a wrapper thanks to the Opus 4.6 API and a lot of tireless work from Tyler Cosgrove over there. Yeah, really amazing execution. Went from Idea Friday morning to product that. Thousands. Yeah. Actually like a lot of people, 7,000. People have like used it, played around with it. 8,000 people signed the petition to bring Claude. To bring ads to Claude. That was your line, right? Yeah, yeah, yeah. Also, I think this is actually important for a lot of safety people to think about. Right. Because this is actually a very good example of misalignment from Claude. Right. Because I used Claude to build this. I used Claude code. Right. And so this is Claude acting in defiance of anthropic stated principles. Yes. Anthropic is anti ads. And yet Claude, the model they built allowed you to add ads to Claude. That's textbook mislinding. I think the safety people need to be. They need to study this. Na in the chat says Sholto has left the chat. We are with Sholto yesterday at the Super Bowl. He had fun. He was having fun with it. A lot of you were asking, is this illegal? Is this violation law? We respect trademark law a little bit too seriously. We're just having some fun on the tour and it is just tomfoolery. So the site will be going down later today, so your last chance to give it a whirl. Is today your last chance to get totally free access to Anthropic's most powerful model? Yes, as long as you have unlimited email addresses. I think because you can technically only get one prompt and the first prompt break it down, the first prompt comes back. We were really. So the concern was that we launched this. Somebody sets up an agent to effectively sign up and prompt it millions of times and run up a crazy bill. Yeah, but how does it actually work? If you actually use it, you send a message and then it responds. It calls the API. Why are you asking them? So it actually calls the API on the first message, but then after that it's just like, it's just hard coded in. Like it'll just give you an ad and there's no actual response. It just says like. That's a great question. Also, have you heard about. So for. In the. In exchange for one email address, which is somewhat scarce, we give you one prompt of four points, but in that prompt there's still, there's still an ad and then everything subsequently. I mean, you can make new chats, but you still on each, like, oh. Okay, so you could make new chats and then that would, that would allow you to, to hit Opus 4. So you could kind of have a conversation if you basically add the context of the previous conversation in the new one every time. Okay, yeah, yeah. So a little prompt engineering and boom. Opus 4.6 intelligence. Opus 4.6. We love it. If you can figure it out, we love it. Let me tell you about figma. Figma make isn't your average vibe coding tool. It lives in figma, so outputs look good, feel real and stay connected to how teams build create code back prototypes and apps fast. And so I was very surprised by how well Claude with ads.com did, given that we tweeted a link. There's been debate over how nerfed are links on X. We got a ton of likes and views on this and it seemed to work very well. So maybe that bodes well just for like, it's a weird link and it's worth clicking on. But also I just think that the whole X algorithm is less punishing to links these days, which is exciting. And you know, we've always had this shtick that we're extremely pro advertising have been very aggressive about finding funny ways to integrate sponsors all over tvpn. We have the Turbo Puffer. We have our console laptops, we have all sorts of stuff. The Axon Gong, the Lambda Lightning round, et cetera. And I've always thought, I'm working on this metaphor for the show. Like, how do we think about the show? And I like the metaphor of we think of it like an F1 car, like F1 race. There aren't all that. You've always said it's an F1 team, F1 team. But I think the metaphor can be extended because the number of people that actually go to every single race in person is pretty small. And so is our community of people here in the chat. We love all of you. Ryan says, I put my dad onto tbpn. I got excited seeing the ad and he started asking me about it. Convert it. There we go. Good work. But the number of people that watch a little bit of an F1 race or the highlights or the drive to survive, and you can think about diet TBPN as sort of the drive to survive of tvpn and you're not sitting there watching the whole thing live. It's a little bit more condensed, a little bit more editing, and then the clips are sort of just. You know, you're aware that Red Bull has a team and you're aware that ramp sponsors tvpn. What's this? Rookie Tyler was learning to muddy spread when Chad's, Jordy and John were beer maxing with the Patels. Turns out Tyler vibe coded Claude with ads but can't money spread yet. Oh, he can't. Oh, he vodged hard fires back. It's because they're like brand new bills, so it's harder. Oh, there we go. Get those glasses on. You got to look the other direction. There you go. Rookie, rookie, rookie. But he's learning quick anyway. No, I can't. I mean, Tyler, just. Incredible, incredible work. Should we, should we get into some of the ads? Yeah. From the show. Yeah, yeah, yeah, yeah. I think, I think the big meta point from the. The text response to super bowl which we'll dig into is like. And it's very fun. And we spent most of last week obsessing over the inter lab vibe wars. Like, how is OpenAI responding to anthropic? And as we'll see, this was not the story of the super bowl at all. The story of the super bowl, even from a tech perspective, was much more about how is tech communicating what AI can do. Broadly to the largest swath of Americans and broad stakeholders and voters possible. And so people were, you know, there's debates over data centers, crypto gambling, weight loss, drugs. Like there's new technologies and society's grappling with those. And the super bowl is actually like a very interesting place to go and make a case for how you want this technology to be integrated into society. You're making a case for how it can be used positively. All of these different things. And even though it's fun to focus on, like, you know, oh, should Claude have ads or should ChatGPT not have ads or whatever, like, there's a much bigger discussion that's happening at the super and I think that's what we should be running through as we react to these super bowl ads while we pull the first one up. Jordi, you can pick whatever you want to, we want to talk about first. I will tell everyone about Vanta Automate Compliance and Security. Vanta is the leading AI trust management platform. And so reaction to the Claude super bowl ad. Yeah, we can go through. Let's go through Claude first. Oren John over on X was posting a bunch of good, a bunch of good kind of reactions analysis, he says, ranking the cloud super bowl ad in the moment surrounded by people that aren't all terminally online. 80% of the people here don't understand that ChatGPT speak when the second speaker talks and we're confused or tuned out. Yeah. So that to be explained, it's like. It'S sort of iconic to me because I've used ChatGPT voice mode. Yeah, I've seen those and I've seen those reels where it's like perfect execution. Great question. For X, one of the other challenges is again, we weren't seeing it live, but apparently the ad was much shorter. There was one ad during the game I kind of expected them to run, to really try to really mog and do like 430 second AD. Someone was saying it might be like an $80 million buy, which is insane. Anyway, so they toned it down a bit. Rick had to be explained by the AI bros, which was as bad as it sounds. While this ad speaks well to the early bell curve, this might have been too early for a mainstream investment like this. Overall, I think they had a lot of fun with it. It clearly was not like the creative was like, can't have been that expensive because it was like four scenes. It was like four one day shoots probably. I think we're gonna get the team on who did it mother. Because it is beautifully shot and it's. And I think it's funny, but. Yeah, it is a little early, but. So was the Chet basically, like. But in they. They basically made OpenAI way overreact. Yeah. Like, actually seeing the way that the ads went yesterday, it was almost like maybe they sort of. Maybe they didn't need Sam and. And the entire team, like, you know, Streisand affecting it, basically. Well, this was what Rune was posting. He was like, it's the. It's the blue shell. And it, like, it successfully, like, rage baited everyone. Yeah, they got rage baited. Yeah. But I mean, they've. They've known. OpenAI has known that. They've had to, like, be very, very clear about the way ads will get integrated. Because when you. When you think ads and LLMs, you immediately think what we built with cloud with ads, which is. And then they did update it. They said there is a time and place. Instead of ads are coming to AI, but not to Claude. They updated it and said the new copy is there's a time and place for ads. Your conversation with AI should not be one of them. So I wonder what, you know, I wonder what pushback they got. This. This comp. This doesn't hit quite as hard, even though it is probably more authentic. Right. It almost sounds like it's like a lobbying firm or something. Oh, yeah. It does feel like something you'd see from like a think tank almost. Again, no QR code, no call to action. Where did Claude land in the App Store? We were wondering about that. Right. We were thinking that it was at 36 or something when we were looking at it last week in the lead up. Yeah, it's at 23 right now. That's not bad. So it's like up, up maybe 10. Yeah, that's not too bad. There's a bunch of stuff that moved. I mean, just looking at the top, it's like Peacock. Okay. That's watching the big game. NBC app. That's the same thing. NFL app. Obviously, that's sport. Super bowl related. Same with NBC sports. So there were prize picks. Like, there's a whole bunch of things that move. FanDuel is up there. There's just a number of apps that jumped just by default. In terms of free apps, there actually aren't that many others that ran. I see Duncan. Duncan feels like it's up in the App Store. I think they ran a big ad that we'll look at. But yeah, the stuff that's below it doesn't seem like it's Higher than temu. Last year TEMU ran a big super bowl ad. I don't know exactly what they did this year, but you would expect that. My first time seeing a TEMU ad was crazy. I was like the copy shop. Like a billionaire. It is funny. Was so insane. And yet I think it actually in hindsight kind of works because everything's so cheap, people don't have to look at the price. I guess that's the, that's the thesis is like to a billionaire a couch feels like $5. So here's a $5 couch. An Apple or something like that. Okay. Yeah, yeah. It is funny because like I don't think like the real way that billionaires shop is like, oh, my real estate guy bought a mansion. Your real estate desk. My real estate desk bought a mansion. And then the interior design desk will furnish it and I will have no input in any of it and they will just magically know exactly what I want before I even ask for it. One thing I'm interested to see the way the super bowl buys work, they make you buy ads in the Olympics as well. And so if you're watching the Olympics today or tomorrow, I guess we're going to have an Olympics ad because we are forced to like we should do. A whole nother victory lap. We're taking our. It was so successful. We're taking it to this, to the illuminated. We're taking it to the slopes. The slopes. But what will be interesting is if various labs or other companies run longer ads. It's not quite as expensive. We'll see. Bryce said anthropic ads were a total flop in his house. Despite having a highly tech literate family. They took a bunch of explaining and yeah, it is. But that makes sense. Right? So they hit so hard on. Yeah. Oh yeah. I remember the morning of we were. Being like shot across the back. I can't believe. A mic drop. Yeah, mic drops. Predictable. There was no way to come back from it. You know, lost as soon he was as he was writing up like a word salad. Yeah. You know, trying to respond. But. But again, there's some data coming back from, from ad week. Morgan is sharing. Audience didn't like Anthropic's ad placing it in the bottom 3% of all Super bowl ads from the last five years. But it makes sense, right? It's like a barbel for people on X that are like really following tech closely. It was incredibly pretty small sample size, 500 people. They asked. Yeah, but you're running that like in real time. Yeah. Right after the ads go. Well, let me tell you about CrowdStrike. Your business is AI. Their business is securing it. CrowdStrike secures AI and stops breaches. Let's look at how OpenAI responded. Obviously, this was not a response. This was probably months or weeks in the making. This is called you can just build things. And let's take a look and see if it tells a more optimistic story about AI, one that's maybe less confrontational with their rivals. I like building things. Making cardboard stuff is underrated. You get a lot of Amazon boxes, cut those things up, make something very cool. Become a hacker. Read more. Learn Bayesian probability. Become a scientist. Play chess. I don't think if chess is something you build necessarily. Sick job. Displacement. No more. No more sweeping. Somebody said this is a. This is a Windows computer running a running Mac or something. I think people would tune out for this build. Thanks. Why? It's just too. So long. Do they actually run the full thing? A full minute. And the other. The other thing is. I don't know. I'm still. It is a little. They're trying to push Codex. They're trying to push codecs to consumers. Yeah. Which I think is smart. I think it's very smart. But introducing codecs when every single person in the audience is familiar with ChatGPT. Yeah. And then just trying to. I don't know. Well, this is cool. So that. That robotics stuff was actually Easter eggs of the robotics team at OpenAI. Like, they just brought the cameras in and filmed their own team. That's very cool. Yeah. Dan shipper says huge. OpenAI runs a codex commercial, not a Chat GPT commercial. So anyway. Was that a Codex commercial? Yeah, Go to the very end. Because I just felt like a general, like, AI is cool commercial. Like, and just like it felt very in line with the previous super bowl ad of just the eras of technology. Let's go to the end. Oh, okay. So it's showing you Codex desktop. That's cool. Okay. Yeah, yeah. That's pretty subtle, though. Everything about it is too subtle. It never says chatgpt. What's the final slide? Because it says you can just build things and then. And then it goes, Codex. Okay. Codex OpenAI. Oh, okay. So it's not okay. Yeah, yeah, yeah. You can just build things. Yeah. I don't know. It's just not. It's. It's. Again, it's kind of cool for X. People are like, oh. But I think both. Both anthropic. Both Anthropic and OpenAI are both using the same reference material for their ads. Yeah, like, they're all going back into the Apple archives, like, trying to. Trying to pull inspiration from the same fishing from the same pond. Yeah, they should have. They should have just done a parody of the Budweiser Waza bad. It's just people talking to ChatGPT. Voicemail that would be doing Clydesdale's actually for ChatGPT. ChatGPT. Find me a somebody, somebody, somebody on X. Grace said super bowl commercial so evil this year, seeing a Bud Light commercial felt healing. Like, oh, yes, Bud Light. A tangible object unrelated to AI or crypto. Ridiculous. Let me tell you about 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. So, obviously, we went to the super bowl with Eric Lyman from Ramp, the CEO of Ramp, the whole team. Ramp did really, really well with their super bowl activation. They had a whole bunch of different touch points. So they didn't just, like, lob an add in and then call it a day. They were there. They sent the Bryans. We can kind of go through the whole plan, but there's something interesting. I mean, we certainly experienced this with our super bowl ad. Obviously, we bought a very small ad, but. But, like, the why we got a good result out of our super bowl ad was we was. We. We didn't just go to NBC and said, like, here's money and thank you. We went and told Adweek and gave an interview and you gave some interesting quotes to the reporter on the record. So there was an article around it. That's valuable. Then we emailed people who were featured in the ad. Hey, hey, we're posting about this. Like, do you want to know that you're in this thing? Cool. Like, you can go see it if you want to watch it. Like, there's a whole bunch of different flywheels. And I think Ramp did a really good job of understanding that. Like, it's the super bowl campaign, not an ad. Yeah. So, I mean, one they had. Obviously they'd work with Brian during the box stunt in New York last year. That went really well. So they built off of that. Yeah, they. We showed up. We showed up to the. To the tailgate party that they had. By the time we showed up, there was already, like, thousands of people there. It was insane. Bunch of TVPN listeners came and said hi, which was awesome. But great group of people. They had a big yellow skateboard ramp with people, like, actually going pretty Hard. Yeah. Really good skaters. A bunch of different, like, contests running around that were super Internet native. Somebody Brian, shaved a guy's head. Yeah. On a live stream to look like himself. And that ended up getting. Some people were like, we're showing up and being like, I like this takes six levels of like, understanding to get all the jokes of. Like, the Ramp is yellow because of the brand and the Ramp is the name of the company and the skater. And then like Brian's here because he was in the office and he plays an accountant. But like, I think that's fun for people. I think people actually do like Easter eggs and they like going down the rabbit hole. But at the same time, you can't just be pure Easter eggs. And I think when you actually watch the Ramp commercial, which is right there, it's like staring you in the face. Obvious what this does. It's like the brand name Yellow in your face. What does it do? You have to do things. That takes you 10 hours now. There's 10 people, there's 10 copies of you that do the thing that you do. You can do it in five minutes. And so you can just do it much faster. And so you can watch this and not know anything about Ramp. And you know, okay, corporate cards multiply. What's possible? Like, I have a task in accounting. It looks like an accountant. I'm triggered on that. I'm familiar with this character. And so all of that is like clarity at the top and then tons of depth. And even in that video, there's a whole bunch of Easter eggs. In the video. It was directed by someone who directed the Office and there's different actors from the Office in there and there's layers and then you go on social media and you see other stuff. So really, really great, like 360 execution. Yeah. What worked well was like classic super bowl ad, right. Easy to understand celebrity, popular character. Plus a bunch of the super Internet native stuff, like physical activation and then localized activation. So you had people. The super bowl is nsf. You have thousands of people NSF participating, like on the ground. And so there was again, Dylan Field. I love it. And this was so crazy because Anne Kong from Ramp told me at one point, like, oh, we're sending all the Brian's. And then she was mentioning like, oh, well, they'll also be like ramp people there with like prospective clients and stuff. And I was like, oh, they'll probably do like one or the other. And they wound up doing everything. So Brian and a whole bunch of lookalikes were just there in basically the front row of the Super Bowl. And like, how can you not take a picture of that? It's so innately viral. It was very, very funny. Yeah. Insane, Insane production. Yeah. And it's just like these multiple touch points all have like different shots on goal and they all have different like, probabilities that you can sort of wait and be like, okay, well the, if the ad is really loved, we'll, we'll jump to the top of the rankings in this. But then also there's a chance that like this photo gets like mega viral or this, this like someone cool goes to the tailgate and they post about that. And so there's like all these different, all these different touch points that have like different shots on goal as opposed to just like, okay, we sent the big check to NBC. We hope the ad goes well. Right? Yeah, it was pretty funny. On the drive from the tailgate to the game, I was sitting with Eric and we were just catching up on life and business and all that stuff. And he's wearing the bald cap the whole time, which I should have here, but he was. Just stayed in it the whole time. Really fun. It was wild. Really quickly, let me tell you about Restream 1 livestream. 30 plus destinations. If you want a multi stream, go to restream.com. there was a Brian lookalike spotted at the super Bowl. They were just random people who I think went to the tailgate or got their head shaved and like went and stuff. It's like they were really like people all over the place. We were sitting across, looking across the entire stadium and we found the public team and we were zooming. We could zoom in enough to wave. It was very funny. Testament to the new iPhone camera. Like the 8x zoom. You go 40x and you can actually see people all the way across the stadium. Aman says OpenAI ad flop live with the normies. Didn't really get it. Thought they were tied all together. Nine likes. What? What? I didn't really get it. Yeah, yeah, yeah. It is tricky. Yeah. It was just like a bunch of cool things and then a product and a name for a product that nobody knows about. That's the issue. Yeah. If you have a very popular product like Budweiser, something like that, you can just show a bunch of random images and then show your logo. Yeah. But if you don't, if you're, if you just show a bunch of random, like cool scenes or whatever, it's inspiring. It's. It's like uplifting. And then you flash a Logo that nobody knows. You end up with something like. Sure. That. That doesn't really like leave that much of an impression. Do we have the Google Ad? Because I believe Google went way more practical on this. Pull it up, Tyler. Let's talk about the. Before we get to that, we can talk about the Coinbase super bowl ad. This was prob. The most controversial. I still need to see exactly what they did. I saw some images of them putting something on the sphere, which was. Pull this one up in the. Surprising to me because they didn't put the. Like the super bowl is not in Las Vegas. So the sphere is like a different advertising surface. But I guess it's cool to be like multiple touch points in that way. I did like pull up the one I'm on. In the chat. We ran into Brian Armstrong and Fred Ursum, the co founders of Coinbase, and they had these really cool leather letterman jackets. They're fun. Wait, is this the. Is this somebody watching the ad? Yeah. Okay, let's watch this sound on. Anything you need. You better rock your body now, everybody. Yeah, rock your body. So it's a sing along. Okay, they like switch up the. It's like a state change, right? So it's like you're paying attention and. Then you just see Coinbase. That's funny. That's really funny. Anyways, really, I mean the Coinbase team responded to the criticism and said if you're talking about it, it worked. Crypto's for everybody. A lot of people were not fans, but I don't know, I thought it was fun. I like that they do something different each time. It's like a couple years back to back. I like the QR code. Last QR code in the DVD thing was very cool. I think there was a. There was also a dust off about that because I think it crashed the servers because there was so high demand because everyone scanned at the same time or something like that. But I liked the QR code. I like the direct calls to action. I like the introductions, the very clear statements. Unless, you know, I think Apple, Google, like the really established brands do have the permission to sort of go higher abstraction and just sort of do like these brand films for the AI labs who are trying to push a particular product. It feels like a little bit too soon, a little bit too risky. But I don't know. Anyway, yeah, some people like the Coinbase. Ad, but yeah, it was like very 5050 polarizing. Yeah, let's pull up the. Let me tell you about Railway. Railway is the all in one intelligent Cloud provider, use your favorite agency, deploy web apps, servers, databases and more. While railway automation automatically takes care of scaling, monitoring and security. All right, let's pull up the Gemini. I want to see the Gemini ad. I want to see the Gemini. They went with the full 60 seconds. Okay, full 60 seconds. Yeah. I saw some people reacting to this. Like, it's very clear. It's like what you see is what you get. Like, this is the actual experience of using the product. Yeah, it's next to mine. And Google does a great job of like pulling on hard strings like, and. Integrating with Google Photos. That makes sense. Part of the demo. Yeah. Features. And Charlie's bed can go right there. And a Banana killer feature. That's cute. And look, here's the yard. Oh, we could have a trampoline. This is actually how a lot of people have delightful experiences with AI. Like this is like what a lot of families are using AI for. We're doing a remodel and we're using AI for this stuff. And you, you put in what you have and edit it and it's cute and like the kids love it. You talk. You always go back to the example of like, make me into a dinosaur. Like, that's delightful. Come on, Ty, let's go. That's sweet. That's like, that's just like a nice ad. I don't know. I think a win if you're an AI. Even Ross doesn't like it though. I'm not going to read up. That's funny. Yeah. NA says Google focuses a lot on multimodal. As expected. Yeah, smart. They have a lot of success obviously with Nano Banana. You should lean in. Yeah, totally. Yeah. That ad, it also works if you're running an ad yesterday and you're an AI company and people didn't viscerally hate it. Yeah, you won. Yeah, no, totally. And also leading into the visual stuff works super well in a visual format. Like a superblad. Like, like codecs. Even if you had a million do overs, it's a hard product to explain. It's a desktop app with a lot of text and it's in dark mode and it's going to write code, but only behind the scenes. And you don't really have to know how to write code, but it's going to write code, which is not very aesthetic on the screen at the Super Bowl. And yeah, you could maybe puppeteer a robot arm, but that's probably going to be a little bit harder because it's where you're getting a robot arm and then you have to figure out how to hook that up to your laptop to run codecs. There's, like, an extra step there. It's a little bit tricky, but Google knows how to just deliver. Here's a heartwarming experience. Here's a positive experience. Let's focus on that. Let's not talk about any of the complexities of the technology necessarily in this format. What else we got? Mike Duda was live tweeting. Live tweeting his reactions. He. Okay. I don't know which of these State. Farm tried really hard. Okay. DraftKings. Good spot, but not built for the Super Bowl. Toyota continues its long tradition of kind of. Kind of off super bowl commercials. Not good. We got to talk about the Shvedka ad. We should pull that up. Silas, let me tell you about Phantom. Find your wallet without exchanges and middlemen and spend with the Phantom card. Yeah, I. Yeah, Shvetka is the one. That had a fully AI generated. They had a fully AI generated. They came out, wanted to be the first company. We're not an AI company, but we heard there's a backlash. We would love a backlash. People are calling it the worst ad of all time. Of all time. Not even just in the Super Bowl. They're just saying it's the worst ad ever. I do love when a brand just, like, rolls up to the super bowl with whatever. Whatever. Whatever their stock ad is. Like, I think that Temu ad was not a Super bowl spot. Yeah. It was just like a. It's performing pretty well. Streaming TV on the seat roll. Okay. Okay. Here's the worst AI vodka ever. Let's watch it. Like, if I'm watching the super bowl with my kids. Yeah. I'm just turning it off. That's right. Really bad. Also, like, what's the meaning of the robot drinks the. Like the. The mixed drink and it just pours out in Shredka. The issue is it tastes kind of like it should be used in, like, machinery. Heavy machinery. Like, as. Like robotic. Like fluid or something. Yes, yes. It's rough. Anyways. Rough also. That doesn't even feel like. I feel like if you're gonna go all in on AI generated video, I want you using the latest and greatest. You gotta be Nano Banana Pro Gold Rock Clean. You got a marketing budget $6 a. Exactly. No, I agree. Goldrock. There are very. I've seen these videos where they will take two perfectly generated images and then they just use clang to, like, interpolate between them and they actually look really cool. Especially if it's like a car or it's something that like AI is particularly good at generating and sort of like using it as a transition from a drone to inside of a car, like first person view. Like, there are really cool and innovative ways to use AI imagery in a way that maybe it stands out as like, oh, that's obviously AI, but it's cool. Like, if you're going to do the AI thing, like be Harry Potter, Balenciaga, like, do something that is iconic and interesting and inspired. Don't just be like one ad that we would have just used CGI for last year and now we just use AI for. It did not hit. What do you think? Well, I was saying we should. We should watch Ryan Peterson's Flexport ad. Some are saying it. Some are saying it might be AI. It might be AI. Okay, let's pull up Flexport's ad. Let me tell you about Applovin. Profitable advertising made easy with Axon. I get access to over 1 billion daily active users and grow your business today. Let's pull up up Ryan Peterson's Flexport ad. Looks real so far. Seriously, dad, how did all these jerseys get here? Well, kids, let me tell you about. Something called a global supply chain. First jerseys are manufactured, boxes are packed, and logistics company Flexboard takes it from here. Then containers are loaded onto cargo ships. Or pulled through the ocean by 100 pirates. Not exactly, honey, but if you want to want speed, Flexport does coordinate airframe and fighter jets. Actually, buddy. Flexport then gets the jerseys through customs, back on the truck, and the superheroes fly the trucks to the stadium, and. Lightning zaps the jerseys onto the players and. Yeah, we're being sarcastic, guys. This is entirely AI Entirely AI but. This is so good. But it. It has the nailed the feeling of a classic super bowl ad. Totally. And it's all things that. Yeah. Like the budget to actually film and to be clear, millions and millions of dollars. Ryan didn't actually run this. No, he didn't. But it still got a. It still got a bunch of views and it was very fun. And it's. It's interesting because he's actually explaining the Flexboard business, but in this funny way that you keep asking, like, and then the lightning comes down or then the superheroes fly. Like. So you're explaining it to a kid, but you're. Because if you just sit there and you just do the vanilla flex board explanation, that's gonna be a little dry. Yeah. What's interesting is now I feel like. I mean, I'm sure smart advertising agencies are already doing this where it used to be that you would. A company would say, hey, I want to run a Super bowl ad. They'd go and talk to a bunch of different agencies. They would get a. They'd do an rfp. Yep. And then, and then the agencies would like come up with some concepts that they would basically script out. Maybe they add some images or whatever. Now it feels like the agencies have to actually make a V1, an AI V1 AD and say like, here's our five concepts. If you hire us, we'll like narrow in and actually make it hire. Hire actors, maybe not use entirely AI. Yeah. But I thought that was really good. And I can't believe. I think he made that like himself. I think that he wrote the script and concepted everything and actually prompted everything, which is pretty remarkable. And I think it all flows from the idea of having a viewpoint, having an insight, having an idea that makes sense for the Super Bowl. Maybe Flexport should just get this, add a layer of polish and then run this. Orin went so hard on this Fed guide. Okay, yeah, let's read it. This was the first AI generated Super bowl ad ever. A milestone for truly no one. The worst of agencies pitching be the first that no one but the agency cares about much rather would have watched a cast of characters workshop how they're actually going to become the top vodka of 2033. That's a cool concept. There's a lot that they could have done. And yeah, I mean the actual character design of the Sved Kabat is very off putting and very. It's just very plasticky and it doesn't even feel like a modern humanoid design. Like if you put this next to like a 1X or a Tesla, you know, optimist, like you're just. It feels like this is what like the 90s called. They want their robot design back. Like, that's what it feels like to me. Anyway, let's move on to some other tech ads. First, let me tell you about console. Console builds AI agents that automate 70% of it. HR and finance support, giving employees instant resolution for access requests and password resets. Rippling ran an ad. Let's pull it up. Parker Conrad, an absolute dog with Tim Robinson. I love Tim Robinson, who's fantastic. So funny, but nasty to me. After years of planning, I'm finally gonna get my revenge. I'm gonna trash the town with Baby Breck. Unfortunately, Baby Breck hasn't been onboarded yet. We're still waiting for his laptop and health benefits. Baby Breck, he doesn't Even know what a laptop is. He's not onboarded. No. And his harness wasn't approved by finance. They're stuck chasing down receipts. The harness was gonna dangle him from the chopper. When we bring him into the town and drop him in, it's like, so perfectly like he's tripping over his words. See, this is funny. This is really, really, really funny. If you know Tim Robinson. Yeah. But my concern is, I mean, I don't know how. I honestly don't know how many. He's pretty popular now. I mean, his show on Netflix is pretty big. You should believe it's like, he's definitely funny. And I mean, that style of comedy can just be. I don't know. It is. It is a little. No, but there's so many Tim Robinson sections where he is in a workplace setting, totally talking exactly like that. I just love. I love when tech companies and founders become, like, patrons of the arts in the sense that like. Like, this is probably like, a pretty big payday for Tim Robbins. Is Robbins or Robinson? Robinson. Robinson. Tim Robinson. Love him, Want to support him. And it's just like, it makes me like the brand because I'm just like, I like that he likes that they like the same person as I and they, like, you know, got him to do some funny guy. It's so funny because I've, like, actually laughed at Tim Robinson content so many times. Seeing this. I don't even know what is baby Breck. I think it's just like a character that they made up that's like a Godzilla type that's gonna wreck the city. And these are like, evil villains and they're planning, but they need to onboard. We saw this ad in the gonna. Dangle him from the chopper. Yeah. It just assumes, you know, all the lore, this campaign that, like, who knows where it came from, but he doesn't even know about a laptop is what a laptop is. You don't even know what a laptop is. The hashtag. Yes. Rippling exactly one post with this hashtag. Killing it. This is so funny. But I was waiting for. I know a number of companies have been circling Tim Robinson being be the first tech company to work with Tim Robinson. Totally. I really do think that there's some alpha in, like, if you're just like. On 55 GPUs, 55 data centers, 55 Neo clouds. That's a great reference. That would have been incredible. We need to get. We need to get some hyperscaler on that one Cadillac. Okay. Ran a full one minute, one minute ad. Super bowl ad. Let's Vicenzo watch it. Former guest, first business at steel everyone about public.com investing. For those who take it seriously. Stocks, options, bonds, crypto, treasuries and more with great customer service. That's right. Okay, let's watch the Cadillac F1 video. We choose to go to the moon in this decade and do the other thing. I don't think so. Probably just CGI. I'm so excited for Cadillac F1. I think I'm the only one, but I'm very excited for it. See that? Yeah, that could easily be cgi. It could easily be AI, but sort of depends on who you put on the team. Serve to organize and measure the best of our energies and fills. I like building the car like a car breakdown. It's team sport. That challenge is one that we're willing to accept. It's an engineering challenge. It's like the moon landing. Is that what they're saying? TWG is the. Is like sort of the presenting sponsor of Cadillac F1. I like the livery. It's hard when you don't have a really bold color like McLaren orange, Ferrari. Red, black and silver is the black. And silver is cool, but it's a little understated for. For the grid. So it doesn't quite jump out at you the way an Aston Martin green does. But over time, you know, hopefully they can kind of dominate that. But Mercedes sort of has carved out like the silver line a little bit. So TWG has range. They're holding company strategically investing in and operating businesses across investment management, securities, AI and technology, finance and corporate lending, merchant banking and private investments, and sports media and entertainment. Thank goodness. There we go. Oh, I think they can do it all. Somebody from twg. Wonderful once randomly. But. Apple. Parker says amazed. Apple's finally going for the Spotify jugular. Promoting the ability to switch easily to Apple Music during the Super Bowl. So the Apple Music brand reach during the Super Bowl I think was number one or number two right up there with Budweiser. It did very well. I saw it winning awards. I haven't seen the ad. Let's pull that up while I tell you about 11 labs. Build intelligent real time conversational agents. Reimagine your human technology interaction with 11 labs. While we're pulling that up, Apple Music was also. They also presented the halftime show. Yes, they presented. They had a crazy box. They hand over. Yes. And break it down. What happened? So we're in the stadium and they do one of those. Let's cut to the box. They got the long Lens looking inside the box and who's there? Tim Cook. Everyone knows Tim Cook, so they didn't need to give him a little tagline. But there was this other guy whose name was Dave Grohl, and I guess they were worried that people wouldn't know who he was, so they put the little Dave Grohl tagline there, but they didn't need to give one for Tim Cook. So Tim Cook was. Was. Was Aura farming? Yes. His box was crazy. His box was crazy, actually. And it was funny because I'm of course, joking, but Tim Cook was, like, sort of in the shot, but on the edge of the shot and kind of like. Like the photographer or the videographer, the cameraman was like, sort of moving Tim Cook in and out of the shot. Really focused on Dave Grohl, who was, like, putting on a fun performance, like chugging a beer and being funny. And Tim Cook was just off to the side. And I was like, pan over. Show us the big guy. Show us the CEO of Apple. That's who I care about at the Super Bowl. While we can talk about the halftime show from our point of view, since we were there, I would say the energy, the production value was insane. Like, very, very, like, cool, unique looking setup. It was really funny because I was. I was, like, looking away while they were setting up, and I looked down. I was like, they basically created Puerto Rico. They recreated the entire island. Plants and people in plants. The plants were so funny because it seemed like the people in the plants couldn't see out very well. And so they had, like, air traffic control people that were, like, moving the plants around, like, yelling. You could tell they would be forward. They would be getting, like, right in the face of the plants and yelling, like, go this way. It was. It was crazy. But the production value was insane. The energy in the stadium was completely dead. Dead. No one was dancing. It was very. Actually, no. Dylan Patel was dancing. Yes. He was going. He was like, yeah. It was so funny because he was going to walk down and sit next to you. And then he was like. He was like, actually, no, I'm going to stand up here. I got to dance. And he just started dancing. Dylan held it down for everybody. Yeah. I think the audience of people that go to the super bowl, it's a lot of, like, older folks, and they were just not into the new kid on the block, Bad Bunny. But it really was, like, a remarkable production. When I think about, like, what we do here in terms of live production, Cameras, chirons, all sorts of stuff. So much goes into it. And to do that and say you have 20 minutes to build a city on the field, and then you're going to walk around with wireless cameras that look like Arri Alexas. It looks like a movie. It's, like, perfectly shot. You don't even see if you're watching from home. You don't see that you're at the super bowl until, like, a couple minutes in. And then if you're at the stadium, you don't see what's happening on the performance because it's not on a stage. It's like in this interior zone. Yeah. Like, you can't even tell that they. That's at the super bowl until, like, they start panning out and showing you the full thing. But so much layered detail in the performance. So many Easter eggs going back. Yeah, it was interesting era. It was designed. It was very much felt designed for television. Totally, totally. And that's what the super bowl has become. And the super bowl halftime show has become like, it is an opportunity to bring in a new audience who would not necessarily be watching the super bowl, but they come for this and then they. Maybe some of them drop off, but some of them stick around. And it's just like a new introduction, but really, really crazy. At one point, he climbs up. On. A telephone pole, which, again, was constructed 20 minutes before. There's a camera that's, I think, battery powered and wirelessly streaming. And so you have talent who's, like, a multimillionaire. He can't fall down and get injured. He's at the top of this telephone pole. There's a camera there that shows him. And then fireworks start going off. And so the combination of fireworks, camera equipment, and elite talent that cannot be injured was a really remarkable, just, you know, magic trick from the production team. And, of course, there's a whole bunch of fireworks and whatnot. I was a lot of people obviously, you know, somewhat divisive online because there are people that are frustrated because they couldn't understand what he was singing about. But from a purely commercial standpoint, I think it makes a lot of sense for the super bowl specifically, because a bunch of people that wouldn't have watched the super bowl, that are international, are gonna tune in. So it, you know, understand, I was in the moment thinking that it'd be great if Apple had their new, like, translating AirPods and you could actually hear in real time. Yeah, yeah. But, yeah, you could probably throw those on anyway. Yeah. And, you know, surrounded by a bunch of, like, AI ads, and then you have this, like, Insane IRL experience. Yeah, yeah, yeah. It was very much like a return to practical effects. And there's all these cameos and details and. Yeah, just, just. Just really remarkable to watch the video. Not so remarkable seeing it from the stands. But anyway, do we have the Apple ad available? No, no, no. They didn't even run that. It was like integrated into. Oh, that was the thing. Oh, let's go to the AI. AI.com. aI.com you wanted. AI. You know where to go? AI.com they spent $8 million for a super bowl ad. Oh, yeah. Bobby Sundays. And the NFL is in the midst of a big international expansion, so they're playing a bunch of international games. Totally. Oh, yeah, yeah. They play game in Mexico, London, Canada and stuff. Trying to bring the sport of football to the world. What do we have here? AI.com Only 30 seconds long, but it seems to have a reaction to that. Did they have a voiceover in the actual ad? I don't know. You can just kind of see it, but it was big. Duca says AGI is coming and it's a 503 service. Temporarily unavailable screenshot because I think they got so much traffic. But it was a very odd question. So you go to AI.com it asks you first to log in with Google. So you have to give this new website access to your Google, which is. Like insane because they're wrapping openclaw. Yeah. Which. It's an open claw wrapper. And. And so I go in there, it's a new company, and I was like, I don't have a single. You know, I have multiple Google accounts. I was like, I don't have a single account that I'm willing to just connect to some. Some app that has existed for. Yeah, right there. Yeah. So we can't even find the ad online. I can't find it anywhere. Oh, did you already. Chris, the. The founder didn't. I don't think. Yeah, we're trying. We're gonna try and understand, like the bigger project, but because it seems like the domain buy was maybe longer than the build out of the product because it seems like it's an open claw fork of some sort. And the domain name was maybe $70 million. They say it's $500 for a vibe coded site. Probably fake, but funny. Okay, we got the ad now. Oh, we do. Okay, let's pull it up. Let's pull up the ad. What else we got? Not okay. Do you think this is AI generated? Because if this ran first before Speda. Speda got scooped. No, this looks like maybe traditional motion graphics. I don't know. It's hard to tell these days. AGI is coming. Get your handle now you're going to want. You're going to want. You know, I am a sucker. I'm a sucker for locking down. I know. I was interested in what are they doing there. They're trying to get people to Mark. Oh, Zuckerberg. I was thinking Mark Chen. Yeah. So. What? Yeah, I mean the whole thing is I invited. Found Chris, the founder on Try to get him on to understand more longer strategy. One of the things. So he had a lot of success, clearly buying crypto.com. Yeah. Arena here in LA. Arena. He basically owns LA. Yeah. But the difference with crypto is like building an exchange is like somewhat like a commoditized platform, at least in its simple state. You're like, I want people to buy crypto in my app. In my exchange. They come here, they make their crypto.com. okay. The difference with AI.com is like, I think to actually compete in this domain, your product's going to have to be insane. Right. Because you're competing with OpenAI, Gemini Anthropic, you're competing with Perplexity. Like there's so many, you know, thousand different startups. And so I think this ad is not going to give people a lot of the whole experience here is not going to give people a lot of confidence. One getting people to like sign up, connect. They're not even giving them an opportunity to just create a normal account. Yeah, that is wild one that, that's crazy. I would have just created. But this is going to be way better if you do give it access to your email because then immediately knows who you are, what you talk about, what you shop for. Yeah. But also running a Super bowl ad and only having Google, that is crazy. There's so many people that are on Yahoo and Outlook and you know, any, any other service. Like there are people that are like, I'm an icloud guy, you know, it's, it's, it's, it's like rare, but it's still like millions and millions of people. Like they're just not in your, in your target market. Very odd. Yeah. So anyways, where D2C brands, B2B startups and AI companies advertise on streaming TV, pick channels, target audiences and measure sales, just like on Meta. Jordan, do you have anything else on AI.com? Adam Strong said, Did you already cover this? No. 8 million for Super bowl ad, 70 million for domain name, $500, vibe coded site. Cloudflare. Basic hosting. Priceless. Yeah. The app did not or the website did not feel polished. This is Paul E. Williams post with 18,000 likes. Love the idea of running a Super bowl ad that just says, go to my website and then not being ready for the traffic. Yeah. I mean, you can cache the site locally, everywhere and have it be super static and bury the call to action. You can capture someone's email in the browser and then just hold it there for an extra minute while you give them some other experience. So you're like pushing the funnel so your server isn't on fire. Usually the thing that brings down the sites deeper in the back end, like the database is not performing or whatever. It's very rarely. Like, I couldn't get them HTML on time. Like, that's pretty solved. And so it's very, very odd. But I don't know, at the same time, like, yeah, reflecting on the crypto versus AI thing, like, there was never really a crypto talent war like there was in AI, because there was never a moment where it was like, oh, this platform needs this particular feature and only that person, that scientist knows how to do it. It's like there were important features that got built, but a lot of them were done open source. And then the value of the platform was like, liquidity, the scale, the features, the compliance, the regulatory, like, all of that. And you can't just like, poach one person and then all of a sudden be like, I have Coinbase's stuff. And so very interesting question of, like, it's maybe not crypto.com? how do you build something that's as performant as Perplexity or Claude or Gemini without that team? Or maybe you're ready to invest in that team and. Yeah. Or I mean, if the most AI.com brand I've never heard of, if you can get through to the site, requires you to authorize login. And like, I read through the. I read through the privacy policy and the terms and I was like, like, definitely not. Yeah. And. And so, yeah, again, what's. What's the point? Yeah, it's interesting that AI is somehow more intimate in many ways. If you're talking about personal assistant, personal AI, then like, I would trust crypto.com with my money in many ways, because I'm like, okay, if I buy a Bitcoin, like, there's a chance that it's an offshore exchange, it goes bankrupt, but, like, it's contained to, like, whatever you're doing there. Whereas if you're letting an AI into your. Yeah. One reason it has access to all. Crypto and all your bank accounts. Yeah. One reason to trust crypto.com is it made it through the last cycle. That's true. And I think a lot of people felt like, hey, I haven't heard. I mean the company I think was mostly pretty much bootstrapped. I think it's mostly, mostly founder, you know, entirely owned by the founders. So they've, they've been stable in that sense. But anyways, very bootstrapped companies. You know what I'm going to say. Turbo buffer, serverless vector and full text search. Built from first principles and object storage. Fast 10x cheaper and extremely scalable. Before we talk about Jason Carmen's. Yeah. Let's run through some ranking. No, we got to jump in with some breaking news. Oh yeah, what do we got? Apparently OpenAI actually rolled out ads in ChatGPT today. Let's go. Finally. Should we ring the gong for them? We beat them to it. We beat him to it. We beat him to it. Breaking news. Ads have officially launched in ChatGPT. You can go to the free tier or I believe the go tier as well and Enjoy ads in ChatGPT. You'll see probably enhanced rate limits and extended functionality more. Can you work to try to find, to get served an ad? Yeah, I want to see what they actually look like or create a new account maybe. Yeah. New email. New email. I would love to know, you know, how much do they exaggerate when you see an ad? They could do a blaring red background. It's very obvious. This is the ad and then this is the. The content. Will the ads be even at all related to the content? At all related to stuff you've seen in the past or is it just going to be completely random? We'll see and I'm sure we'll see a lot of screenshots in the timeline. Yeah, I think from what I understand, it won't be related to the content because people are going to be annoyed at that. I would expect it in the future. It is. Right. That's just sort of the natural evolution. Right. And so that's like one way to justify anthropic. So critics, you know, kind of like original ad, which is like, hey, you asked about this thing, you asked about how to get healthier and we offered you this drug. Maybe that's not that. Not super aligned. But in the meantime, I think it'll effectively be display ads based on your interest graph. Right. What they know about you based on what you've searched in the past. So interested to see this. I'm not going to say anything more. Anything more positive because your audience captured. Yeah, everyone. Everyone. It's so funny. I went from, like, last year being. Like, like, Jordy's a hater. Hyper critical hater. Hypercritical opening. I was like, I was steeling everything. Yeah. John was the steel man. I was like, sora is going to fail. Yeah. ATLAS is going to fail. They're launching adult mode. I'm like, the, The. The, like, the. The most. 1.4 trillion is too much. Like, where's the most, like, vocal critic? I'm talking about, like, you know, throwing shade at Sam's answer on BG2. Saying, like, that was the worst possible answer you could have given. I have zero confidence to. Suddenly I say, like. Like, I just popped my head up at one point and say, hey, I think the ads are kind of deceptive. Parker says the amount of athletic greens and squarespace hats is going to be tough. I'm excited for it. I'm excited for it. So, anyways, we'll. We'll see what Tyler can dig, See what people get. Let's also tell you about Cognition. They're the makers of Devon, the AI software engineer. Crush your backlog with your personal AI engineering team. Yeah. Brian says, to be fair, Soar and Atlas have kind of failed and that. And. And, yeah, I said that basically the day they launched. I was like, I don't. I think Soar is like, a cool way to generate a video. Yeah, I don't think it's gonna work. We talked to Sarah about that too. People are using it more as, like, generate something to send to a group chat. Generate something that goes on to Instagram or something like that. Or even, even just, like, use it as a tool in the tool chain for certain things. Yeah, anybody that. Anybody that. Anybody that says. Anybody that said, oh, oh, you're just. You're just like, pumping OpenAI. It's like, I'm sorry. We literally had Nick on the show last week anyway, so trying to provide a balanced point of view, let's head over to Jason Carmen. He built a tier ranker. If you want to share where you think each brand landed, you can go to Story, Dot, Ink, Superbowl, and you can tap an ad and then you can tap to rank it, and you can decide where you want to put Budweiser. Where does Pepsi go? What do you like? What'd you hate? And you can take a screenshot of this and share it. And Jason, of Course, he makes cinematic ads for science and technology companies and he will be sharing his rankings tonight. I guess he probably already put them out. Let me see. I gotta find these. But anyway, go check it out@story.inc he loves a good story. Serena Williams partnered with Ro. She's been partnered with Ro for a long time. Yeah. But partnered for a Super bowl ad which is a new level up. Let's see what she had to say about roe. I'm on roe. 34 pounds down on GLP1s healthier on row. Supported on row. FDA approved GLP1 options now even in a pill. Weight loss expertise I trust. I'm moving better on row. Extremely clear. Yeah. A lot of repetition. It's just like this is what it does. I'm famous and here's exactly the value prop. Yeah. Good set on row. At least. At least five times. Yes. Yes. Yeah. The brand by the end of that. That's good. Sticking with Rose kind of history and direct response. Yes. You know, totally done. A few brands, they're like, yeah, if we run an ad, it can't just be an or a farm. They were doing. They were doing TV direct response super early. I remember seeing those ads in bars and random TV spots. They were doing NBA, mlb, all sorts of stuff. And they mentioned the pill. Do you think that's an actual. Do they have an actual partnership? So it's the same thing. Front end to novo, front end to. Yeah, yeah. To the big pharma companies. I think that they have fully stayed out of the compounding space or at least a little bit and really let them just be this like, you know, like seamless front end to deal with doctors. But anyway, let me tell you about Shopify. Shopify is the commerce platform that grows with your business and lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. Let's pull up the core weave ad. I love core weave. I'm a big fan. This ad. You can't controversial anything without AI. We were memeing this too. We were like, you can't. You can't spell Claude without a D. A as in aerospace. I like this transition academia. This is cool. Navigation, neuroscience. Why is simply yes. Yes to predicting storms. To keep people safe. Yes to impact, empowering. There's a lot of good stuff. T is for translation, trading, transcription. The tools teachers need to educate each kid in their own way. That's a weird transition. H is for healthcare to help keep humans healthier. Home automation and robotics. I is for ideas and the power to grow them exponentially. N. This is for now the time to never say never. G is for the good we could do with AI Genomics says, sir. It's a bubble. Moon boots. Gravity. Oh, Anti gravity boots. That's what it is. Okay. The chance core weave. The essential clapper. So the chance a. Rapper. Yes. Part felt super random. I haven't seen or heard from chance a. Rapper in a long time. Yeah. I think what they were trying to do is they're probably looking around and saying data centers are the most hated thing in America right now. Yeah. We got to make the case for data center. Yeah. This is. This is what my. But I would have liked something, like, potentially even more direct and, like, tactile. Yeah. Just kind of, like, rambling on. It was. It wasn't again. Yeah. I don't know. It wasn't. It wasn't like. It wasn't. It didn't really, like, pull. Pull you in. Yeah. Just kind of like background noise. Yeah. There was one. There was one part where Dan says, chance the rapper. W R a p P e R. That would have been good. Yeah. Yeah. There's a line in there where he says something about predicting the weather. Add reprice their CDS spreads and bring down the refinancing cost. We will find out for sure. No, the business is doing fine. Up 8% today. Total victory. But no, no. So he's doing the alliteration thing where there's different. Like, it's t. And then he mentions predicting the weather, which I think is cool. And I think that's actually, like, a great story of AI like, you know, oh, there's a flood. Like, no, it's not okay. But. But then just because we've had weather forecasts forever. So if you're trying to justify data center development and say, like, hey, AI is cool. Actually. You can predict the weather. People are gonna be like, cool. The thing that I've been able to turn on my television and. Yeah. It really tells me. Okay. Well, I don't know. My point was that each letter had five or six things instead of, like, one concrete thing. Maybe you want to narrow it down and be. And unpack it and actually make the case, because clearly, just mentioning that you can predict the weather with the AI didn't hit with you, but maybe if they unpack it with three or four sentences, they can convince you a little bit more. And then part of it is, I think a lot of people don't care about trading. Yeah. Part of it is, like, doesn't core weave have, like, a handful of customers that actually matter. Yeah. And they're also, like, deeper in the stack than most. It's like, there will be. There will be a weather prediction company that uses a foundation model that is run on core weave, but you won't see coreweave powering that. So even if you are like, wow, I actually got a flash flood warning early. I moved out of town, and it was amazing. Predicting the weather's IBM Watson. Yeah, Cam, there probably was an IBM Watson super bowl ad at some point that was like, in the future, we will be able to predict the weather. Yeah. Oh, well. Oh, well. Yeah, this one was. This one was not that well received. Let's head over to Dunkin Donuts. First, let me tell you about Plaid. Plaid powers the apps you use to spend, save, borrow, and invest securely connecting bank accounts, move money, fight fraud, and improve lending. Now with AI Goodwill. Duncan version of Goodwill, Hunting was made as a sitcom with a real genius in the lead and some other. So this is AI as well, right? De Aging arrange the munchkins in the Fibonacci sequence. I got a genius working for me. He's such a genius. Then why'd he put ice in his coffee, huh? Come on, Chucky. I'm just Will Hunting. I'm not a genius. I will marry the first man that can help me with the Fibonacci sequence. How you doing, Smoothie? Don't you have a girlfriend? We're on a break. I don't need her. I still get everything I need right here at Duncan. Hey, kid, if you're still single, doing this Boston shtick, and working for Duncan when you're 50, I'm gonna be very disappointed. Isn't that your girlfriend? It's a cameo central. Yeah. Very chaotic. Well, this is my new boyfriend. How you like Tom Brady? I'm Tom. They really were spamming the cameo. How many cameos do you want? Yes. Yeah, the AI CGI was a little rough. It was reasonable. The haircut is what's hilarious to me. The putting Ben Affleck in the Matt Damon haircut. That's very funny, but not a great pitch for Dunkin Donuts. I don't know. It was fun. Yeah. What's the takeaway? Think about Duncan. Sometimes all that matters is you get people to think about Duncan. They had fun with it. I don't know. That's interesting. The Squarespace ad was particularly odd. I think the Squarespace one was weirder to me. I like that one. You like that one. We'll debate this while I tell you about Labelbox, RL Environments, Voice Robotics evals, and expert human data. Label Box is the data factory behind the world's leading AI teams. Continuing to watch the Squarespace ad with Emma Stone. Oh, this is a Genspark ad. Oh, what's Genspark? You should do Stu. Monday, February 9 Jen Spark finish his slide deck. Okay, now you're not working from home. Hey, you put on pants. This is practical response. Dial in. This spacetune went so hard. Parker's got it done. Circle back on out of here. Let genspark automate your work and take a day off. Okay. AI for enterprise. Jensmark Unicorn raised around half a billion to date. But, yeah, competing. I mean, effectively competing with Copilot. Right. Copilot also ran an ad for Excel. Let's pull up the Squarespace ad now. Yeah, this is one where they just let the reactor go crazy. So find your domain name. She wants emma stone.com and it's unavailable. So she breaks the laptop. And there's a whole bunch of laptops that have already been broken. So she's furious. She gets another laptop. It's still unavailable. She smashes it again. Now I was thinking that this. Get your. Oh, this is a shorter version. So there's another version where like, there's this rollerblader who comes in and like, continually, like, delivers her new laptops. She tries multiple times. And I was like, oh, I know where they're going with this domain brokerage. They're gonna help her buy emma stone.com from whoever owns it. That Go down feature that works where, you know, you pay $70 and then they just take your money and they're like, yep, couldn't get it. Sure. But, you know, maybe their pitch is like, it works now. We're good at reaching out to the people that have the domains and we will. And so we got Emma Stone. Emmastone.com. you can go there right now and like, we brokered it for her. But they don't. They just end and they're just like, get your domain before it's too late. I don't think this product will ever work for everyday consumers because they'll tell you, they'll literally reach out to like google.com and say, like, hey, if you give us 70 bucks, we'll try to get google.com for you. Obviously they need to have some sort of layer of interaction between. But you could imagine that between AI agents, a small salesforce, really top tier people like, you could. Squarespace could have a serious domain brokerage that could do 80% of requests. Especially if you're Emma Stone and you have a budget. Yeah, it's kind of a rough. The challenge with the ad is that a lot of people that do go on Squarespace and try to get a domain and make a website will have that exact experience. Yes. So you're kind of like advertising the experience you don't want. Yes. Also, if you go to emma stone.com, it is her website, so it doesn't quite match. They do a good job of saying get your domain before you lose it. They tie it back to the super bowl ad and it's the same video. Like black and white texture. Yeah, you can see it. So it does complete the journey. But it's a little bit odd from the storytelling perspective because in the video she was unable to get emma stone.com, but then somewhere after the ad ends in the castle in the the island, she gets the domain and spins up a website from Squarespace. Anyway, beautifully shot ad and fun that they went black bars, I believe. They didn't do a full widescreen ad. They did a little bit squarer, which I think is like a nod to Squarespace maybe. I don't know. We will see. We watched the Hims and hers Super Bowl. Oh, they launched one too. Interesting. I thought Roe would be the only one. Okay, let's pull it up. Dropping it in here. I will tell everyone about Lambda Lambda is the super intelligence cloud building AI supercomputer for training inference that scale from one GPU to hundreds of thousands. And then we will pull up. I like the thunder. The cloud. We're adding different effects today. It's amazing. Let's pull up the Hims and hers, apparently. What does this one say? Live longer. Okay. Spend millions. They're taking shots. It buys more time. The wealth gap is a health gap. Okay. The rich have health care that comes to them. Custom formulated peptides, specialists on call and preventative care before democratizing hell us everything. It's a bunch of biographer testing. Oh, okay. Diagnostic testing. The EDM gone of your health. This is a lot of content. Treatments that can be micro doed to fit your goals. Microdosing hormones to keep you feeling great and early cancer detection through a simple blood test. Okay. The same science says last ad before bankruptcy. No. Stock's down 17% today because of this ad. No kidding. It's down because they got a very angry. The admin. Right. FDA came out hard against them Friday. Yeah, we had tj. TJ Parker came on the show, broke it down on Friday. If you want to understand the him situation. And there's an article, Washington Post, Eric topol shared it. He says super bowl spot will promote a cancer test that can produce false results. I mean, every test can have false results. The question is like, is it out of the bounds of what the FDA approves? Even an off the shelf pregnancy test can have false positives. That's why they say take multiple. But it does seem like the FDA is not a fan of the move fast and break things approach in this particular category. So rough. Move fast and disregard ip. That's another one. Disregard studies. It's a rough time. Make your own drugs. Well, our first guest in just a minute, but Michael duda continued his reviews, which I'm enjoying at this point. Homes.com no RO. Not entertaining, but it will be massively effective for ro's business. I agree. It was like, okay, I get it, I get it, I get it. But that's the point. Wix harmony. I think they meant to have that on grammys last week. OpenAI expected better from the company synonymous with AI. So Michael Duda is going all over the place. Mr. Beast also collabed with salesforce on a massive super bowl ad that had a lot of hype. Giving away a million dollars. There's a lot of cool CGI in here. We had the chance to meet Mr. Beast at the game. What we're hoping. Well, he's a ramp customer. So he came by the ramp box yesterday. That's right. Yeah. We're very excited for him. Well, without further ado, let's bring Jason in from the restream waiting room. Well, a little ado because I'm going to 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. Sorry. Jason, welcome back. Hold that thought. Hold that thought. That's a great product. I love it. Thank you. Well, how are you doing? I'm doing well, thank you. Did you watch the super bowl? Are you a super bowl guy? Not really, actually. Did you.

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