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Think we will hold benefit and it will be a. More. More just sort of like society. Okay, last question. We have to ask you about the name. You rattled a lot of people up because it spells AI Slop backwards. Is that intentional? Is that a joke? What's the name? I mean, it started as a. Not as a joke. It was like my lawyer asked me to come up with the name for the ink when I started the company. And I was on my couch and I was like, oh, I could name it, like, you know, pulse AI Slapped in Reverse. That's. That's a good name. So it was intentional? It was intentional. That's amazing. That's amazing. I thought. I thought it was, like. I thought it was by. I thought it was. No, no. But it was not intentional to. I decided to use it as the product name because, you know, I started the company, like, in April, and I. I built the product in November, so. And. And I was like, that's kind of cool, actually. It's very. And I will make people talk, so. And. And it did. Well, thank you so much for coming on the show and breaking it down for us. Have a great rest of your day. Yeah. Good to meet you, and we'll talk to you soon. Bye. See ya. Bye. Let me tell you about MongoDB. What's the only thing faster than the AI.

Have a minute. I can riff for a second on this. But like, historically. So we've hired people out of investment banks, largely speaking. And so why do we do that? Well, we hire people out of investment banks because it's an expressed interest in finance and technology. Okay, that's great. Two is they have the model training of like, what, you know, the cap tables and, you know, projections and all that stuff. Three is there's like a high pain tolerance and like willingness to grind and do the extra thing. And then four is like, it's a referential network. Like we can call the same MD at Morgan Stanley or Goldman Sachs or Catalyst every year and be like, hey, how does this person calibrate to that person? And it gives us a qualified pool of people to pick in. The thing that investment banking didn't have was you're very much like, if you ended up in investment banking, you followed a pretty straight path for the most part in your life. And I say this as a former investment banker myself, where you went to a high school, got good grades, got into a good college, did interviews, got a good job. Then at your investment banking job, you're staffed with 90% of your day is pre filled by someone else. And so it's like, okay, well if I work hard and I stay late and I do this pitchbook, align the fonts the right way, I'll get a good bonus and then I'll get a good job. Well, then we drop you in. And increasingly now with the model capabilities, the financial modeling, Claude can do it better than you know, or as well as most of the people on our team. And the sort of remedial tasks are getting. The water level keeps going up. And so when we hire people in now, we've always had to train on the agency thing. And it's a little bit of rewiring your brain where, hey, we, my day used to be 90% filled by the staffer and now you're telling me, just go figure out what's a good company? Like, where do I even start in that? And so in some ways, like, investment banking is actually a bad pool of how it's wired and prepared people for this world. Now historically it always was, but we were willing to forego the agency because we got the modeling capabilities and the remedial tasks and we sort of took that as the basics. And then we had to try to figure out if there was agency there. Now increasingly like the models are getting so good that agency might be the only thing that matters. And so like, are you able to find differentiations. We're actually working on an internal model for agency at cbpn. Yeah, right along the way, we've hit a huge unlock, We've cracked taste. Now it's. Now it's agency. And so that's the thing that we now are trying to figure out. Like, where do you find pockets of people who still want to do the job talent wise or have the capability to do the job, but also have agency? And you might be finding people that are entrepreneurs, you might find people that are project managers, you might find people that have taken serendipitous paths in some ways, and that actually might be a good sign and not a bad sign. And so it's forcing us to think in a different way of like, where we're hiring people from. So what I'm hearing is that you're pulling up the ladder behind you. That's right. That's right. Any door. I always say when people ask, like, hey, how did you get to where you are in your career? My answer is always like, well, is the specific question what I would do when I was in, if I was in your seat? Because I can tell you the doors I walk through, but those doors aren't just shut. They're like shut. They're cemented over. They've been fortified. They're not doing what I did. I lucked through this path.

Will be like at a 50 cap or a seed. Yeah, I guess my point is like we can AI maybe isn't a bubble, but that does not mean we're not experiencing like a massive bubble in the kind of venture world right now. Yeah, I mean it sort of goes to like where value is going to accrue and like if you weeded a slide on percentage of GDP in there and if you were obviously investing in airlines, like it was a transformative technology that didn't end up proving to be a material investment opportunity. And what actually presented opportunity was the second derivative considerations of like business travel or like, you know, lounges and airports or whatever, B2B sales and all that stuff. Like there were second derivative things that were actually far more impactful. And you're right, like it's possible. And this is what I've told our LPs that I've asked is like, I think we're operating in a world in which our mortality rate of companies we invest in is going to be higher than it's been in the past. It just like it is even at the stage we're investing in. I think we're going to see a lot more businesses die. I hope we will also invest in things with a lot more upside. And so we'll end up with hopefully things that could be hundreds of billions of dollars which used to be not in the realm of possibility. And so I do think we're entering this extreme period of uncertainty. And the only thing I've really been able to come back to in all this is because you're right, these categories end up so crowded and they end up very dynam in terms of like how the category evolves, what the product surface area ends up looking like, all that. And so in some ways we're back to like investing in teams and investing in like the wedge or the general space that they're operating in and then hoping that those doors open or that, that see parts and they're able to run through that in a meaningful way. But it's, it's very possible that the model providers end up soaking up a ton of the equity value. And so just because there will be a CMO in the AI world that a company starts, it doesn't mean that any of these companies will be the one to capture that value. And actually it'd probably be very unlikely that it would. And so that individual investment, you might be very rational in doing it or not doing it and the opportunity will ultimately create a ton of value, but it might not be a private, early stage, specialized company. That's going to be the one. Yeah. It's been interesting to.

Now, so there's not a lot of good precedent for how to go out and build these systems. But why not? What was the decision making process around doing this externally? Because I feel like a lot of the capabilities that you want to build with Hark, like I'm assuming you'll want to integrate into Figure. If Figure is going to be a robot that can add value to my day to day life, where's the overlap and why build it externally? I'm a big fan of Focus. I feel like Figure, we have a singular focus, which is like how do we solve for a general purpose humanoid robot? How do we build a human in a bodysuit that has common sense reasoning? A lot of the AI focus we have around Figure is basically how do we predict physics around things. I grab and touch and move through the world. At Harc, we have a different objective. We want to launch next generation consumer electronics and we want to basically build extremely multimodal models that can almost act as a Jarvis type interface to AI. The focus on those tracks are completely different. With that said though, I think there's some opportunity over time to closely collaborate. The voice on the robot today is using the Hark Voice API. So if you talk to any of our robots here today, it's using the Hark voice model that we design here internally. So I think there's a lot of room over time to collaborate the business together. We're both, we're like, we're taking an entire Data center of B2 hundreds in April here and Figure literally has half the building and Hark has half the building, obviously paying for things separately. But we like literally between the two of us have an entire data center of like next generation Blackwells that we're using for training for AI models. I want your latest timelines on the.

For us. Oh, Hark, yes. Yeah, let me, I want to know about that. All right. Well, I mean, I guess the summary here is I've been working for the last three years on, I think maybe one of the hardest AI problems in the world. Getting AI to work on humanoid robots. Yeah, separately, you know, separately I've been like, watch. I'm basically using and watching what's happening in the digital world. Like the different language models. And to be honest, I think they're just incredibly dumb. Like I, they don't remember anything about me. It's not very personal. They can't listen or talk to me really well, can't see the world, can't use computers. Well, I just think this whole experience is just, I think it should feel very much like a sci fi movie. This should feel like Jarvis that can really understand you, very personalize use tools well. So about seven months ago I started a new AI lab called Hark. And we want to build really advanced personalized intelligence. In order to get there, we think there's some fundamental gaps remaining in the models. We basically have a large focus on trying to basically build new multimodal models. The second thing is we're interacting with AI today through 20 year old computers. My phone and laptop, these are all decades old. We feel very strongly that there's like a next generation of AI devices that need to be built to kind of interface with AGI appropriately. So we have a team dedicated not only to models here, but also on the design side. One of our key guys, abadur, started about four months ago, previously led design for MacBook, MacBook Air, iPhone 13, 15, 16, 17 was keynote for iPhone 17 Air about five months ago. So ABS is here with a killer team on the hardware side and we're designing next generation interfaces for the models that we're working on here in Sony. Is it the interface that you think is the issue or do you need more compute locally? I think there's like some big gaps in the model side. I think there's like twofold. I think there's some large gaps remaining on the model development side that we want to try to close. And I think secondly there's like, I think just the interface of how we're using traditional computers right now to interface. This AI is extremely broken. We think both need to be fixed to have like a really killer like you know, like super intelligent personal assistant. We think you need to fix the hardware interface and we also think we need to fix the model side. I mean there's just like simple things today that we need to be better. Computer use agents today are just not very good. They're getting better every month, but there's still a large gap in order to get there. Speech to speech systems, which will be a really natural UI into AGI, are just not great. They don't remember things I've told it. They don't have access to my life, they can't access my calendar, they're pretty high latency. EQ and naturalness are not great. We're kind of taking this holistic approach, this problem, and saying we have to work on the models and we have to like fix the interface issue here today. What is it? What is the hiring market right now?

Storage fast, 10x cheaper, and extremely scalable. Okay, so this is like, typical cigarette packaging in Europe. John, you probably wouldn't know this because you're very American and you're very loyal and you avoid overseas trips as much as possible. So on any given cigarette pack in Europe, you're gonna see, like, a really terrible image. This woman apparently is coughing up blood. Yes. And so I think what a potential solution that Meta could do is as soon as you open Instagram, it makes an AI generated image based on the last picture of you that you posted on social media, and it just makes you look terrible. Oh, and it says, like, warning, like, social media will destroy you. It could show you, and then you can scroll past, potentially show you with tech neck. Are you familiar with tech technique? There you go. Yes, yes. It's just a crazy image of you with technicians, and then. So you can scroll past it. Yeah. Every time you open that, it's a new image. It's a reminder. It's a new image of you looking the worst, wasting your life away. Are the AI labs lobbying to get. All right, we can put the.

A single view or bringing creative projects to life. So last week, Brandon Gurell summarized the ruling this way. He said, in the case, the plaintiff's lawyer, Mark Lanier, argued that Meta and YouTube built digital casinos that used neurobiological techniques similar to those employed by slot machines. The jury found that specific features ofMea and YouTube are designed to be addictive. And I want you to really hone in on these features. So Infinite scroll creates an environment where there are no natural stopping points. Algorithmic recommendation feeds use highly users highly engaging content. Algorithmic recommendations feeds users highly engaging content. Autoplay removes users agency in choosing whether to watch the next video. Notifications pull users back in by exploiting their need for validation. IG beauty filters contribute to the plaintiff's body dysmorphia. And features like the like button exploit users biological need for social approval. Okay, so you got a bunch of features. You know this stuff. Everyone uses social media. We all know about this stuff. The question is like, is, are the features addictive or is the content addictive? Because social media platforms are of course protected from the content that is posted on 2:30. Lanier's entire argument is predicated on it being the features, right? Yes, the features. And yeah, so the. So, you know, we talked to Eric Goldman from Santa Clara University of Law, and he was saying that like, yes, $6 million settlement right now, but this is. This could be huge. The direct quote was whether we will even have social media in the future. Like, this could be existential. Yeah. And there's thousands of other cases like this kind of percolating. Right. And so. And they could turn into a class action. He's gotten 6 billion before. He could get 50 billion. I don't know. He could get a lot. And he's not like 6 million is. He's not a 6 million guy. He's a 6 billion guy. And so this is the precursor and it's going further. And whether it's a ton of different cases or one big one, like, it's a big problem for.

GI is going to cure liver. Yes, yes, yes, yes. This is good. This is good. Okay, let's revisit the Jetsons. Okay. Revisit the Jetsons. I'm sure you've seen the Jetsons. Where's my flying car and three hour workday? So I'm going to be learning about the Jetsons. John is going to be revisiting. The 1960s version of the future is way more fun than our reality. But when it comes to innovations, we're catching up. Interesting. Let's see. Nicole says, I recently spent a weekend doing deep investigative research into future technologies. I. I binged the Jetsons in my sweatpants. For the uninitiated, the forgetful, this space age family sitcom features George and Jane Jetson living the American dream in an apartment in the sky with their two children, dog Astro and robot maid Rosie. The show is set in 2062, a century ahead from its original 1962 air date. It's full of fantastical inventions such as flying cars, dinner generating machines, and canine treadmills, complete with fire hydrants. The upbeat vibe is markedly different from the apocalyptic, at times murderous sci fi of today. The 1960s were full of optimism about what the 21st century would bring, and some of it actually has come true. While we've still got a few decades before the Jetson family is meant to arrive, I dug into some of the show's technological hallmarks and determined how close we already are. Video calling, she says. Absolutely. In lieu of a home phone, the Jetsons had a video phone. The show's creators couldn't fathom mobile devices, but they were spot on about video calling. Now, to be clear, we are still working on with one of our business associates, like a video call that doesn't stop halfway through and just cancel. But. So the Jetsons didn't predict the free tier of zoom. Yeah, the free tier of zoom was not considered in the Jetsons, where you couldn't fathom it. Couldn't fathom it. You're clearly going to go long on the meeting and Zoom's just like, goodbye. It's over. It's over. And it kicks everyone out with no notice. Is that a new thing? I feel like it used to do a countdown. I think it did a countdown too, but now it's just now they're just like, we want to embarrass the host. The plus tier is going to blow up. So in the Jetsons, they could even create deep fakes to stand in for them on camera. Whoa. That's cool. I didn't realize that FaceTime's got a guy on there. You know, the other thing they haven't cracked with FaceTime is like, if you FaceTime a group of people. Yeah, like most of the people won't even have a notification and don't know that it's happening. So we haven't cracked the notification part of the call. This is good. Read this next line. When George secretly attended a robot football game, his simulacrum told Jane he had to work late. He's like using a deep fake to lie to his wife. This is so 60s. Do not do this. Do not do this. This is dystopian flying cars. It's not all optimism over flying cars and travel tubes. Sort of. There isn't much walking in Orbit City. A conveyor belt brings George from bed to the bathroom to get to and from his classroom. Elroy jets through a series of air tubes called the School Homing Network. When the wrong child shows up at the Jetsons home, Jensen sends Jane sends him back with a push of a button. And they also use personal vehicles, though ones that typically fly. George Arrow commutes in a glass domed saucer that folds into a briefcase. We're pretty far from there. We do have helicopters, but they're very expensive. I always fight people on the flying cars don't exist thing because, like, we do have helicopters and people. Some people get to use those, but they are not nearly cheap enough. But we got to get them. We got to get them way down here. In the actual future, we're still toting around on pavement pounding automobiles. A version of flying cars, however, is very real. It's called an evtol. Look at this. Pivotal Blackfly is a solo piloted aircraft, free to operate in unrestricted airspace. An upgraded version called the Helix can be yours for 190k. You don't even need a pilot's license. That's like pretty close. But I mean, I would still say like we are not near the flying car because they're just not like they're way less flying car rides than Waymos, for example. So we're just not right there. Push button jobs, almost. George works as a digital index operator at Spacely Space Sprockets for approximately three hours a day, three days a week. As a button pusher, he makes enough to support a family of four, even though a majority of his day is spent with his feet up on his desk. Okay, they basically nailed this. There's some people out there that are basically button pushers right now. Vibe coding. Tbd on the revenue side True. Working three hours a day, three days a week. We work three hours a day, five days a week, and maybe the future's three. Just Monday, Wednesday, Friday, streams. We can live the Jetsons future. I don't know. That would be. That'd be devastating for us. Yeah. Until then, we'll be the work. Space colonization. Nope. Yeah. They live above Earth with houses built on tall stilts. I like that. To avoid the planet's environmental inconveniences, the stilts can rise above any inclement weather. And space itself isn't out of reach. In a classic episode, Elroy goes to an asteroid on a school field trip. We're not quite there. Musk had preached of populating Mars, but now his focus has turned closer to the moon. Meanwhile, an interplanetary space race between us, China, Russia and UAE and the European Space Agency is well underway. Robot maids? Not exactly, but we're getting much closer there. It's funny that Brett Adcock's coming on today. Yeah, he's working on the flying car. Yeah, he's working on the robot maid. Working on the robot maid. He doesn't have a space thing yet. He's now working. His new lab is basically like a. But, you know, a button. Pusher. Gadget. Gadget induced pain. Yes. And now for the show's biggest oversight. No touch screens. There are lots of visual displays, but they're primarily operated by dials, levers, and other physical controls. We got some levers back there in the studio. While the show may not have anticipated touch screens, it nailed a key side effect of constant use of gadgets, repetitive motion injuries. Orbit City is full of buttons, and overworked fingers are a running gag on the show. Jane regularly does digit workouts and complains that her pointers are sore. Here in 2026, office workers often suffer from texting, thumb after scrolling through endless feeds, and tech neck after craning down to look at mobile devices. And don't get me started on my strained hand with carpal tunnel syndrome from all the clicking. 36 years and counting. We may not be living as exceptional a future as the Jetsons, but we've still got three and a half decades to catch up. By then, I will be twice as old as I am now. I've already witnessed the dawn of high speed Internet, the iPhone, and generative AI. How many tech revolutions will we experience in another 36 years? By the time we hit the show's 2062 deadline, maybe we will finally live in space or make our current planet more habitable and make a comfortable living on a nine hour workweek. Tyler, what do you think? Predict your timelines for 2062. Will we get space colonization? How do you define space colonization? Living like, not on the earth, above the Carmen line for, like, that's your primary residence, like, more than half the year. How many people do it? Like, just, you can do that? Like, anyone can do that? Yes, anyone with like, if you can, if you can afford like a apartment for a few thousand dollars or like a house that's above $500,000 in America, you can, you can choose to live in space. So I would assume, like, population of millions. It probably depends on, like, the industry that, like, is chiefly, you know, benefited from. People living there, button pushing. Well, okay, big news, Sean Frank is in the chat. He says, I'm.

All right, so, Tyler, what is happening on X in Japan? You break it down. Break it down. Yeah, I mean, I don't know all the internals, but it seems like, like, Nikita's been posting about this. But I think, you know, they basically introduced, like, all of, like, Japan Twitter onto, like, normal Twitter. Oh, because of translation. Yes. But I mean, there's been translation for a while. But I don't know, like, this weekend, like, half of my timeline was just, like, Japanese posts all about America, about how much they love barbecue, that, you know, they respect the cowboy aesthetics and all these things. Cool. I didn'. And we need to figure out. We need to figure out how and why over 50% or something like that of Japan is like a weekly active user vax, which is just. Yeah, they have great posts. Well, yeah, I mean. So let's pull up. Wait, wait, wait. This is a little bit of an update, like, narrative violation. Because that's a narrative violation. I know that's a narrative violation because when Grok went viral, everyone was like, oh, it's good at anime. It's big in Japan. And it was at the top of the Japanese app store. But it appears that Japan's just using Twitter broadly. Elon. They just like. Yeah, they just like the app, and that's, like, where they have conversations, which is very cool. Let's go to. Let's pull up the first post. This is hilarious. And it is a piece of pizza. And this is the translation from Grok. When I saw this quote, pizza topped with a pizza in America, I thought, there's no way we could beat these guys. This is. This is an amazing. This is an American pizza. I've never. I've never seen. There's so many layers. There's actually one, two, three, four layers of pizza. I'm going to make this. I feel like this would be a smash hit in my heart. This is. This is. This is quite. This is peak performance. Peak performance. We got to this. Maybe for lunch today. Let's get some pizza. And so this post, which in Japan, or I guess now everywhere, got 93,000 likes, is the translation from Grok is, I like this photo of American men and meat. Someday I'd like to join in on this in person. There's just some guys cooking a whole bunch of steaks. That's a lot of meat. Wow, that's a lot of food. They're having a big barbecue in Sasebo's dining establishment. Someone else. Someone else. So somebody's just, I guess an American is posting their grocery haul and someone says the amount is way too much. As expected. As expected. We have a brand over here in America. We do things this particular way. Hello, Japan. We love your fascination with our barbecue. Here is me buying half a cow's worth of meat for our family. We store it in a big freezer in our garage. I actually have heard about this. Buying in bulk, obviously is more economical. But hilarious ratio by Dr. Something or other. Dr. Nicholas the amount is way too much. As expected. What else is going on in Japan? Take me through someone else says. In Sasebo's dining establishment, it's common to spot US Military personnel enjoying their meals with lively enthusiasm. One day at a restaurant, I came across a group that reached an oddly intense level of excitement just upon seeing bacon. That's incredible. I love it. Let me tell you.

Of scaling, monitoring and security and then we can play this video. We're heading over to Japan. Yes. This is the key sport that we will all be picking up in 2026. This is going to be the hottest thing in San Francisco with the hills and the office chair, so. Office chair racehair Racing League look at the speed and the technicality. It's incredible. It's incredible. This athlete says the corner once controlled me, now I control it. I think I got something. You have quite a bit of leverage. Yeah. With the legs. With the legs. I think I got a build for office chair. The six year transformation is crazy. I mean, this guy is incredibly quick. He lost me. And we need to bring this to the U.S. we need to bring this to the U.S. chair racer Miura. Going around the devil's hairpin. The devil's hairpin.

Founder mode 5 code. I see multiple journalists on the horizon. Standby. Uav online. Glaze. Double glaze. Triple glaze. Double kill. 5 cook. Is butter. Team deathmatch. We are experts. Triple blades. Let's just roll. Right. Market clearing order. Inbo. Come get up. We are surrounded by journalists. All cube position. Strike 1. Strike 2. Activate. Go. Go to retriever mode. Market clearing order inbound. 5, You're watching TVPN. Today is Monday, March 30, 2026. We are live from the TVPN Ultradome, the Temple of technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com baby. Time is money save. Both easy use, corporate cards, bill pay, accounting and a whole lot more all in one place. Let's pull up the linear lineup. We got Tae Kim coming on to give us the Nvidia update. He is of course the founder of Key Context, the substack. Logan Barlett's coming on from Redpoint. Been way too long since we had him on. Been probably over a year at this point, maybe nearly a year. But he drops one of the greatest market updates. Slide decks, analyses. Very, very good. Tons of really interesting tidbits in there. And then we have a fantastic. It's a great lightning round for you today. Linear, of course, is the system for modern software development. 70% of enterprise workspaces on Linear are using agents. So lightning round. We got Ben Broka from Paul Sia, Sam, founder of Granola, on their one and a half billion dollar valuation. And then Brett Adcock was your nickname for him again. Who? Brett Adcock. You had some nickname for him now, now, now. I didn't want else. Oh, you're on a first name basis. You just call him Brett. Brett, yeah. Or just B. Yeah. A.B. now, this will be interesting. He launched a NeoLab last week. Oh, yeah, that's right. And so we're going to be able to talk to him about that. Models and hardware. Hark. I hear the angel singing. And then Andre from Console joining as well. So looking forward to that. Well, I've been addicted to social media lawsuits. I cannot get enough of these lawsuits. I keep reading about them losing sleep. You're potentially filing your own lawsuit against the lawyers that were coming after these social media. Yeah, yeah. So there's actually a profile in the Wall Street Journal in the exchange this weekend. The lawyer who beat Meta and Google. And it goes into some of his addictive techniques that are driving jurors crazy across the country. Attorney Mark Lanier. He uses props. Come on, come on. What's more than props, he also uses parables. Okay, what parables? Metaphors, axioms, all of the above. He moonlights as a preacher, and it shows when he's taking on the world's most powerful companies. The 65 year old came to court in downtown Los Angeles for closing arguments this month of one of the biggest trials of his career, armed with a parable of leavened bread that feels like something that is designed to make it hard to rip yourself away from. Exactly. So he knew he needed a simple way to show a jury that Meta's Instagram and Google's YouTube were designed to be addictive and were harmful to young people. So the veteran plaintiff's lawyer we just say he looks fantastic for 65. Does look fantastic. And as much as we're joking, I do think he's doing important work and I do think there's a potentially really good outcome here that we'll go into. But we're still having some fun. So the veteran plaintiff's lawyer from Texas showed them two grocery items, cupcakes and tortillas. Social media, he told the courtroom, was like the baking powder that makes a cake rise, exacerbating the struggles of already vulnerable teens. We have an interactor, an amplifier, something that blows it up, lanier said. We have here social media that takes the vulnerable and goes after them in destructive ways. It's as easy as A, B, C. So he's making the argument that social media is more like cupcakes than tortillas. Both contain flour, both are carb, carbohydrate, loaded. But one is bigger than the other or puffier, I suppose. The simple image delivered with Lanier's slight drawl helped convince a majority of jurors. On Wednesday, the ninth day of deliberation, the jury found that Meta and YouTube were negligent in a case that accused the companies of designing their apps to be addictive and harmful to teens. And there's some interesting images, both of him walking into the courthouse with a large box of papers. Clearly very anti tech movement there. He's saying, I reject technology. This cannot be stored digitally. I'm using paper, which, I don't know, this seems a little bit risky because we've been addicted to the printed word in the past. So much so that we face criticism from people that said, hey, printing is unnecessary. They did. Yeah. Not environmentally friendly, but. And we were forced to adjust. Maybe he can flip over to be our defense attorney when we are attacked. There is a. There's a courtroom sketch showing linear questioning former TVPN Guest Adam Mosseri, the head of Meta's Instagram. A jury ordered the company to pay $3 million each in compensatory in compensatory damages and 3 million in punitive damages. So I think it's 6 million across both firms, but it's split compensatory and punitive damages. And Now a now 20 year old woman named Kaylee, whose last name was redacted in the case. She had testified that social media use that started when she was a child dominated her life for years and contributed to mental health issues including anxiety, depression and body dysmorphia. Very, very sad situation. Very unfortunate for her, of course. In a statement, Meta said it disagrees with the verdict and plans to pursue an appeal. Reducing something as complex as teen mental health to a sing cause risk risks leaving the many broader issues teens face today unaddressed, not mutually exclusive. But of course that is a reasonable position for Meta to take. Google also put out a statement. What do you think they're like? We're not even a social media company, we're a VR company. No, no, no. Google said misunderstands YouTube, which is a responsibly built streaming platform, not a social media site. That's true. You got the wrong guy. Yeah, I think of YouTube very much as in the same world as social media anyone can post, but it is severely lacking in some of the greatest features of social media sites. Like when you actually become a YouTuber, you start putting out content that there is sort of, I don't know, like a group of made men on YouTube, like people that have ascended and they now have, they're now making content like professionally and they are in conversation with each other and they might be reacting to each other's content. And of course there are different communities. There's like the car YouTuber community and then there's the, you know, the game show community and there's the business community and pretty quickly everyone sort of gets to know each other, but there's no DM feature. So even if I make a video, which is a good argument for it not being social media. Not being a social media. Yeah, yeah. So like, you know, we at this point have done the Colin and Samir show, but we don't really have a way we can go onto the Collin Samir YouTube channel and leave them a comment and they might see it if it's from the TVPN account, but we can't like just DM them and be surfaced to the top of the inbox. People have always wanted an inbox on YouTube. Yeah, that's a huge feature request. It's insane because it would be so cool to be able to see, okay, I got a DM from someone who has 100,000 followers and, and I can click on their profile and see, oh, they're like, you know, in the same niche. Like, maybe we'd want to work together. Maybe we want to collab on a video or do something else because they're like an established YouTuber as opposed to everyone basically needs to flow over to Twitter or X and then DM there because the DM functionality is much more mature. On the other thing Google has in this kind of position is that so much of the watch time on YouTube is happening on televisions, right? Oh, yeah. Something like 50%. Yep. So they can make the argument that this is just modern television. Yeah. So let's go through Lanier's career because the Wall Street Journal has some interesting backstory here. He says Lanier has built a career in fortune, representing plaintiffs against corporate giants. He won one of the first major wrongful death trials against pharma company Merck over claims that the prescription anti inflammatory drug Vioxx caused heart problems. He also won a $4.69 billion verdict in 2028, in 2018, for women and their families who said asbestos tainted talcum powder caused ovarian cancer. So, I mean, over his career, it seems like he's done some very, very good work and has won some massive, massive settlements against big companies with broadly damaging products. So a lot to admire about his career here. The social media trial drew more scrutiny than he predicted before he joined the plaintiff's team last fall and was brough face to face with Meta chief executive Mark Zuckerberg. Suddenly, Lanier was at the episode. I believe that Zuck is actually mewing in this picture. If we can pull up this image. It does appear to be something along those lines. Suddenly, Lanier was at the epicenter. You agree, Tyler? Right. You can tell his cortisol is not spiking here. That's true. That definitely seems. He seems calm, collected. But this is not his first time putting on a suit. This is not the first time he's been in court. Suddenly, Lanier was at the epicenter of a broad public debate about social media and how people stay connected or are disconnected on platforms offering nearly endless content curated by algorithms. Quote, nothing compared to this. Lanier said, reflecting on the attention to the trial over oatmeal toast and a Coke Zero in downtown Los Angeles. In a downtown Los Angeles hotel, the morning after the victory. Nothing even remotely close. And I think that's accurate because even though those previous settlements were huge, they weren't major. They didn't break through to the point where, like, I remember them vividly. Do you? No, no. Vioxx. It does not ring a bell, but this certainly will for a lot of people, especially in tech. Social media companies have largely been shielded from being held liable for third party content on their platforms by section 230 of the 1996 Communications Decency Act. At trial, Lanier had to focus on the platform's features, not the content, to make a case. And that's something that I want to talk about today, and I wrote about it in the newsletter. The trial was the first among the first among thousands of consolidated lawsuits filed by teenagers, school districts and state attorneys against Meta, YouTube, TikTok and Snap. More are scheduled for this year. TikTok and Snap settled the case. Settled the first case. A Christian who teaches Bible study classes to as many as 500 people. Admission evangelical Church, Lanier turns a folksy courtroom demeanor honed over decades of trial work, first in Texas, now nationally. He's known for showing jurors hand drawn roadmaps and illustrations on an overhead projector to guide them through his legal reasoning and evidence, including signposts and human figures that could have been sketched by a child. To visualize microscopic asbestos fibers in talcum powder, he brought a bale of hay into a courtroom and dropped a needle into the blades. Into the blades. The blades of grass. Oh, the blades of hay. Got it. Okay. Wow. Very, very interesting. He likes props. That's it. When arguing for punitive damages against the tech company, Linear held up a jar. Quite addictive of this is a good point. So he held up a jar of 415M&MS. To show how a $1 billion fine would be a fraction of Alphabet's 415 billion in shareholder equity. He needs a bigger chart. I think every tech company is five times larger now, he says. He tries to avoid being flashy himself. He wears the same two unremarkable suits on rotation during a trial. And then I go burn them. What he burns his suits after, is that a joke or he gives them away? I don't know. My work here is done, I guess. I don't know. It's odd. Lanier graduated from college at 20 and is trained as a minister before going to law school at Texas Tech University. Hoping to make enough money to support his preaching, he began gaining renown as a lawyer in an era when asbestos Cases were swamping the US courts. He won a jury verdict of about 115 million in 1998 for 21 steel workers who felt ill after using machinery that contained asbestos. Linear and his wife Becky met in high school debate class. They have five children and 12 grandchildren. Wow. Overnight success. They were known for years for their child friendly Christmas parties at their estate of more than 35 acres near Houston, which has a model railroad that can seat 120 people. Okay, this guy's gotta win all the. I have completely changed my position here. We need a mansion section article. This is incredible. I think we have a direct line to him, by the way. We want him on the show. Well, maybe we should go do a show from the. From the model train. Yes. I'm so ready to be convinced of his position. I wrote a whole piece about how I disagree with the result, but he's winning me over. Disagree with his entire argument. But you're agreeing with this approach to life? Yes, 100%. 100%. I feel like we're kindred spirits. It's amazing. So the model railroad can seat 120 people. And guess what? He's got a menagerie. This is goals. You need to be menagerie. Maxing in life, you need a menagerie. His contains lemurs. There we go. And llamas. There we go. Lemurs and llamas. Thank you. This is incredible. The family pulled the plug on the party, which Featured up to 9000 guests and performers including Miley Cyrus, Johnny Cash, and Dolly Parton. He said because it was too hard on the lawn. The guy cares about his grass too much. This is incredible. Inviting 9,000. He's an environmentalist from the community. I mean, that's like the entire. I mean, Houston's a huge city, but that is so. So what? A pillar of the community. This guy's a hero. Lanier said the theme of his cases against major corporations is responsibility and integrity, or lack of it. Tech billionaires don't need his help, Lanier said, but Kaylee would not have anybody else. Faith is much the same way God is. God's there to try to help people who need the help. Two of Lanier's daughters, who are lawyers, were by his side during the trial. He joined the social media case. By the way, you keep saying linear. Is it linear or linear? Lanier. Lanier. Lanier. Lanier. Lanier. I think it's Lanier. Well, we'll figure it out. He has deep. I just don't want people to get confused with the system. For modern stuff. Yes. It's not linear. It's Lanier. I think maybe it's Lanier, maybe it's French. He's not a phony. What he does is not a performance. Even from Los Angeles, he posted short video selfies discussing bible passages on YouTube. So he's dogfooding the thing that he's suing. Yeah. Let's switch gears to your piece. I will take you through my counter argument, but first I'll 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. And let me also tell you about Gemini. Gemini 3.1 Pro is here with a more capable baseline. It's great for super complex tasks like visualizing difficult concepts, synthesizing data into a single view, or bringing creative projects to life. So last week, Brandon Gorell summarized the ruling this way. He said, in the case, the plaintiff's lawyer, Mark Lanier, argued that Meta and YouTube built digital casinos that used neurobiological techniques similar to those employed by slot machines. The jury found that specific features ofMea and YouTube are designed to be addictive. And I want you to really hone in on these features. So Infinite scroll creates an environment where there are no natural stopping points. Algorithmic recommendation feeds use highly users highly engaging content. Algorithmic recommendations feeds users highly engaging content. Autoplay removes users agency in choosing whether to watch the next video. Notifications pull users back in by exploiting their need for validation. IG beauty filters contribute to the plaintiff's body dysmorphia. And features like the like button exploit users biological need for social approval. Okay, so you got a bunch of features. You know this stuff. You. Everyone uses social media. We all know about this stuff. The question is, like, is, are the features addictive or is the content addictive? Because social media platforms are of course protected from the content that is posted on Lanier's entire. Lanier's entire argument is predicated on it being the features, right? Yes, the features. And yeah, so the. So, you know, we talked to Eric Goldman from Santa Clara University of Law, and he was saying that like, yes, $6 million settlement right now. But this is. This could be huge. The direct quote was whether we will even have social media in the future. Like, this could be existential. Yeah. And there's thousands of other cases like this kind of percolating. Right. And so. And they could turn into a class action. He's gotten 6 billion before he could get 50 billion. I don't know. He could get a lot. And he's not like 6 million is. He's not a 6 million guy. He's a 6 billion guy. And so this is the precursor and it's going further. And whether it's a ton of different cases or one big one, like, it's a big problem for the tech company. So I thought it was an odd coincidence that we sort of had what I called the placebo controlled trial for these exact features last week when Sora shut down. So OpenAI's nascent social network Soar shut down. The reaction of the news was funny to watch because a lot of people were like, yeah, I told you it was always bad. But when it launched, it was exactly the opposite. Everyone was like, it's too good. We won't be able to look away. Simply too good. Simply too good. And Rune summarized this pretty. I think yesterday, or I think it was yesterday, he said Sora was peak moral panic. All of these breathless takes about making videos that are going to addict humanity and waste everyone's time. Meanwhile, we made some funny videos that were less funny as time went on. And AI slop is just one category among many on Instagram reels. Don't worry so much about making videos that are going to blow up people's brains without making anything good. Without worry, worry about making anything good at all. The best Soras were up there with the best reels. And the humor relied significantly on the voice of the creator. I completely agree. The funny soras that I. Yeah. Even the video we played last week of the cat on the porch. Yes. That wasn't. That wasn't one shotted. Yeah. The prompt was not. Was not. Make something that will retain use. And it wouldn't have been funny if the person hadn't been escalating. Like the scene. Every new prompt. And then string them together. Yeah. And so. And he closes by saying, I know so many of you who are loudly concerned about this, who won't update at all, who will remain pessimistic about humans and their ability to use tools. And I said, so, like, what do you make of these two situations? It feels a little bit like a placebo controlled trial to me. Of course, like, there's a lot more nuance here. This is like a high level take. But Sora absolutely used all of the social media best practices or addictive and harmful neurobiological techniques if you want to use the course language. Soar app was basically the same as TikTok, Instagram Reels, YouTube Shorts Snap. In terms of UI and UX design, it had infinite scroll, it had algorithmic recommendations, it had notifications, it had a like button and it didn't have IG beauty filters. But, like, the whole thing is a filter because I could go in there and say, make me look like a bodybuilder. And it did a good job and I looked great in the videos. And so, like, it is. It really checks all of the same boxes to try to, like, match that. It gave me crippling, broad body dysmorphia. Obviously, I dream for the day when I will look like my Sora avatar. What do they call it? Cameo. My cameo. No, but they really did use all the normal tools and that was for familiarity, but also because they're moving quickly. And the key innovation was not the UI design or the fact that it's vertical or algorithmic feeds. We are in 2026, we're not in 2014 when we're launching Vine. So the key insight was purely AI generated content and it didn't work. The features were not addictive because the people that downloaded Sora did not become addictive because the content was a little bit too sloppy. Right? Yeah, well, it was just one type of content. And it turns out people like a broad selection and they like variability. They might want to see, you know, a video of someone skiing and then some slop and then something their friend made and then some health content. And it's really the collection of that. The other thing I think that seems very obvious is if it was the. If it was the product itself and the features that were addicting, there would be so many social media, there would be so many social media apps that were effectively thriving. There would be like a bunch of Instagram. And this is where I get to the cigarette comparison. So there's a bunch of comparisons to the cigarette industry. And I think it's really worth revisiting, like, what is addictive about cigarettes, because there are some people that say, like, it's an oral fixation. Like, you just want to put like a stick in your mouth, so you should like switch to carrots. Like, that is like maybe like 1%. Some could argue it's an addiction to looking cool. There you go. But it is the nicotine. It is the nicotine. And that's why you do have a long tail of like 50 different cigarette brands and a thousand thousand different E cigarette brands. And nicotine gum is addictive. Nicotine patches are addictive. Nicotine pouches are addictive because they all contain the nicotine and if, and if, if the court is asking us to believe that the like button, the algorithmic feed that is addictive, then we should see addiction like results from any app that implements that. Because that is the case for all nicotine containing products. They all addict people at. I mean, there are addictive formats in general. How many apps have you tried or test flights over the years that had any of these features that you used for 30 seconds? Exactly, exactly. Because what actually keeps you coming back is the content which is created by the users. And so you want Lanier to go after every single person that has ever posted anything on Instagram and jail them, Correct? No, no. I think that some creators do create very compelling content. Some of that is. No, some of that content is amazing. Some of that content is great. Some of that content is bad. There's a very, very wide range you can go to truly amazing educational content. I'm thinking of like three Blue, one Brown, this math channel that does visualizations of math concepts on YouTube. It's incredible. Andre Karpathy's YouTube videos. There's so many interesting educational history shows, podcasts. There's so much content that, yeah, Tyler got, Tyler got addicted to that video. Are you destined to deal? And that's a great video. He kept saying, that's why you have a tie on. He, he, he called me on Friday night and said, why is this video 20 hours long? Because he had a loop. Yeah, he was just loop. That makes sense. That makes sense. So, yeah, but, I mean, but it is true. Like, I think the court is correct and Lanier is correct that some people go on social media and make horrible content that depresses people that land on it. And it goes without saying that social media companies do have an enormous responsibility to manage recommendation feeds responsibly and route people in tough situations to helpful resources. So Google already does this very, very well. If you type in specific keywords that seem like you're in a mental health crisis, like, it will not give you search results, it will give you a phone number for someone to call, and they know when to route the right people to that. And I do believe that all the tech platforms are thinking about this and implementing this. Maybe they need to be more aggressive. I think that the big thing that most people can agree on is parental controls here. And I think that that's a much easier middle ground here. And just in general, one other nice meet in the middle option is potentially just getting tech companies to give users, and parents in particular, but users broadly, more control over their experience. So it's possible to disable algorithmic feeds. Endless scroll the like button with browser plugins on mobile web. But it's a much worse experience because you have to load it on mobile web, which isn't the actual app and it. And it's slower and there's a lot of things that are just kind of janky and don't load as well. But having those like in the settings to just say like, I know some creators on Instagram can turn off the like counter. Have you ever seen this? So you can see someone post an image and it'll just have a like button there. But it doesn't have like 5000 likes because the creators were getting like, you know, annoyed by. Oh, this one. Well to be clear, that's because people didn't want to post because they were worried something wouldn't do well. Yeah. And, and the world would know that their content was engaging or something like that. Right. So, so that, that was just an, that that effectively is just an incentive. I don't believe that that was done for the mental health of the creators. No, that was done to encourage more people to post. I don't know. I don't know. I mean I'm sure like there have like my mental health as a social media creator was at an all time high before I understood the metrics because I was just like, oh, 300 views. I'm famous. This is amazing. 300 people sat down and watched my 10 minute video essay about a dying VR technology or something like that. It's like I've done it. 300 people sat down. It's like I'm a business school professor basically. Yeah. But then eventually you get and you're like, wait, the last video got 400,000 views. Why does this one have 375,000 views? I'm a failure. So like there is a little bit of that. But I, but I hear you. Yeah, but the metrics are still available to the creators. Yeah, yeah, you can, the creator, the, you can turn it off with a Chrome plugin. You actually can. There's some creators that do this. But anyway, like surfacing those in apps, I think that will help users feel like they're in more control. And realistically I don't think it will be super damaging to any of the platforms because most people won't opt into that, but certain people will. And in general it'll just like increase public perception broadly. We've already seen this with a lot of the LLM companies where like you can go in and you can Fine. Tune and add a custom prompt and kind of talk to it about what you like and don't like. Change the personality. I think people have been asking for that for a long time. Surfacing it, it seems like a win, win. And so something, something along those lines seems, seems, seems in the cards. Anyway, we can debate this, but first let me tell you about Sentry. Sentry shows developers what's broken and helps them fix it fast. That's why 150,000 organizations use it to keep their apps working. And let me also tell you about Plaid. Plaid powers the apps used to spend safe, borrow and invest securely. Connecting bank accounts to move money, fight fraud and improve lending now with AI. So do you have any other pushback? On my take, Tyler had some pushback. Should we go to him? Let's go to Tyler. What do you think? I mean, yes, I guess there is a few things. I mean, one thing is that like, not enough props, right? Too many analogies, too many parables. Like, I think you can say that like, okay, yeah, it's the content that's the problem. But like, the content is like kind of downstream of the features. Right. Because you didn't see like short form video. The medium is the message. Yes. And so it is possible for me to create a platform that incentivizes addictive content. And that's like the retention curve. So retention editing makes it more addictive. You become addicted to the content, but it's because of the features. Yeah, so I think that's like broad, pretty good argument, the steel man that you can make for like linear's position. Yeah. And then I mean, there's other stuff, I think on like just the nicotine analogy, we were talking about this, like, okay, so you have nicotine, like broadly, and then below nicotine you have like smoking, which is like, definitely very bad for you. And then you have like, you know, pouches or stuff like this, which is like probably less bad. Like, it's just nicans. There's no tobacco. So like, maybe this is like less bad. And so maybe. Yeah, equivalent is like, you know, the cool snowboarding videos on Instagram are like the, you know, the cleaner, like nicotine stuff and then the like, still addictive but not harmful. Yes. And then there's like, you're gonna try and do a double cork 1260 and get smoke, get smoked into the ground. Yeah, but. But then on the other side, you have like the, like, you know, very graphic stuff on Instagram that like, we don't want people to see. And that's like the, you know, the cigarettes that's like going to give you cancer, whatever. So I think they're like, I mean, I guess it's still in agreement with what you're saying, but like, well, this is what, like a teenage. If you're under 18, which was like, there is an addictive component and then there was a carcinogenic component and they needed to sort of separate those out. And where we landed as a society was like, the addictive component is acceptable for the. It's suitable for the protection of public health according to the fda. And so they are approving new products that are addictive but not carcinogenic. And so you would imagine even in the most strict ruling where every new social media platform needs to be approved, you could potentially use all of those addictive features as long as the content was not carcinogenic with inside that app. Yeah. And that would be like a new nicotine gum. Basically. Yeah, like, basically I'm saying like right now if you're under 18, you can still like, there's like parental controls and you, if you can't be under 13 or whatever. But like, it's like very not. It's like poorly, you know, enforced. Like you can actually see a lot of the bad stuff under 18 on screen or whatever. Yep. So like directionally, like there, you know, you can be against the ruling of this. Yeah. But like the parental controls that people are like ice for are still like, very much not there. Yeah, yeah, no, that makes sense. So I think I have a potential solution. Let's pull up this image of cigarette package in Europe. Oh yeah. What is this? So pull this up. Let's pull. This is the hardest challenge. While we pull it up, let me tell you about Okta. Okta helps you assign every agent a trusted identity. So you get the power of AI without the risk. Secure every agent. Secure any agent. And let me also tell you about Turbo puffer turbo from First Principles and Object Storage. Fast 10x cheaper and extreme, extremely scalable. Okay, so this is like typical cigarette packaging in Europe. John, you probably wouldn't know this because you're very American, you're very loyal and you, and you don't you avoid overseas trips as much as possible. So on any given cigarette pack in Europe, you're going to see like a really terrible image. This woman apparently is coughing up blood. Yes. And so I think what, what a potential solution that Meta could do is as soon as you open Instagram, it makes an AI generated image based on the last picture of you that you posted on social Media and it just makes you look terrible. Oh, and it says like, warning, like social media will destroy you. And then you can scroll past, potentially show you with Tech Neck. Are you familiar with Tech Tech Neck? There you go. Yes, yes. It's just a crazy image of you with Tech Neck. And then so you can scroll past it. Every time you open that app, it's a new image. It's a reminder. It's a new image of you looking the worst, wasting your life away. Are the AI labs lobbying to get that removed? All right, we can put this away. Are the AI labs lobbying to get that removed? Because I think most of their timelines suggest that lung cancer will be cured by AI any day now. So potentially you could start smoking again. Has anyone come out as pro smoking? I don't think Anthropic's come out with their anti Anthropic, you know, has the joke that they make with journalists. They kind of got caught. Caught on screen. If AI is going to cure liver cancer, it's game on. It's game on. It's game on. You can drink as much as you want because that's because you get liver disease if you drink too much. And so if AI, if I'm going to be able to vibe code an MRNA vaccine to cure my liver cancer, I'm going to be boozing for sure. It's the only rational thing to do. Yeah, well, this is also kind of like when sort of a rational when companies are saying like, oh, yeah, work life balance is super important. So then their competitors will, you know. Yes. Yeah. It's like, yeah, people Anthropic should tell people to open AI to start drinking a lot because AGI is going to cure liver. Yes, yes, yes, yes. This is good. This is good. Okay, let's revisit the Jetsons. Okay. Jetsons. I'm sure you've seen the Jets. Where is my flying car and three hour workday. So I'm going to be learning about the Jetsons. John is going to be revisiting. The 1960s version of the future is way more fun than our reality. But when it comes to innovation, were catching up. Interesting. Let's see. Nicole says, I recently spent a weekend doing deep investigative research into future technologies. I binged the Jetsons in my sweatpants. For the uninitiated, the forgetful, this space age family sitcom features George and Jane Jetson living the American dream in an apartment in the sky with their two children, dog Astro and robot maid Rosie. The show is set in 2062, a century ahead from its original 1962 air date, it's full of fantastical inventions such as flying cars, dinner generating machines and canine treadmills, complete with fire hydrants. The upbeat vibe is markedly different from the apocalyptic, at times murderous sci fi of today. The 1960s were full of optimism about what the 21st century would bring. And some of it actually has come true. While we've still got a few decades before the Jetson family is meant to arrive, I dug into some of the shows technological hallmarks and determined how close we already are. Video calling, she says. Absolutely. In lieu of a home phone, the Jetsons had a video phone. Shows creators couldn't fathom mobile devices, but they were spot on about video calling. Now. Now, to be clear, we. We are still working on with one of our business associates, like a video call that doesn't stop halfway through. Yeah. And just cancel. But. So the Jetsons didn't predict the free tier. Yeah. The free tier of Zoom was not considered in the Jetsons. Where you couldn't fathom it. You're clearly going to go long on the meeting and Zoom's just like, goodbye. It's over. It's over. And it kicks everyone out with no notice. Is that a new thing? I feel like it used to do a countdown. I think it did a countdown too. But now it's just now they're just like, we want to embarrass the host. The plus tier is gonna blow up. So in the Jetsons, they can even create deep fakes to stand in for them on camera. Whoa. That's cool. I didn't realize that FaceTime's gotta got on that. You know, the other thing they haven't cracked with FaceTime is like if you FaceTime a group of people. Yeah. Like most of the people won't even don't know that it's happening. So we haven't cracked the notification part of the protocol. This is good. Read this next slide. When George secretly attended a robot football game, his simulacrum told Jane he had to work late. He's like using a deep fake to lie to his wife. This is so 60s. Do not do this. Do not do this. This is dystopian flying cars. It's not all optimism over here. Flying cars and travel tubes, sort of. There isn't much walking in Orbit City. A conveyor belt brings George from bed to the bathroom to get to and from his classroom. Elroy jets through a series of air tubes called the School Homing Network. When the wrong child shows up at the Jetsons home, Jensen sends Jane sends him back with the push of a button. And they also use personal vehicles, though ones that typically fly. George Arrow commutes in a glass dome saucer that folds into a briefcase. We're pretty far from there. We do have helicopters, but they're very expensive. I always fight people on the flying cars don't exist thing because like we do have helicopters and people, some people get to use those, but they are not nearly cheap enough. But we got to get them. We got to get them way down here. In the actual future, we're still toting around on pavement pounding automobiles. A version of flying cars, however, is very real. It's called an evtol. Look at this. Pivotal Blackfly is a solo piloted aircraft, free to operate in unrestricted airspace. An upgraded version called the Helix can be yours for 190k. You don't even need a pilot's license. That's, that's like pretty close. But I mean, I would still say like we are not near the flying car because they're just not like there are way less flying car rides than Waymos, for example. So we're just not right there. Push button jobs, almost. George works as a digital index operator at Spacely Space Sprockets for approximately three hours a day, three days a week. As a button pusher, he makes enough to support a family of. Even though majority of his day is spent with his feet up on his desk. Okay, they basically nailed this. There's some people out there that are basically button pushers right now. Vibe coding. TBD on the revenue side, true, but working three hours a day, three days a week. You know, we work three hours a day, five days a week, and maybe the future's three. Just Monday, Wednesday, Friday streams. We can live the Jetsons future. That'd be devastating for us. Yeah. Until then, we'll be the work. Space colonization? Nope. Yeah, they live above Earth with houses built on tall stilts. I like that. To avoid the planet's environmental inconveniences, the stilts can rise above any inclement weather. And space itself isn't out of reach. In a classic episode, Elroy goes to an asteroid on a school filled trip. We're not quite there. Musk had preached populating Mars, but now his focus has turned closer to the moon. Meanwhile, an interplanetary space race between us, China, Russia and UAE and the European Space Agency is well underway. Robot maids? Not exactly. But we're getting much closer there. It's funny that Brett Adcock's coming on today. Yeah, he's Working on the flying car. Yeah, he's working on the robot made. Working on the robot made. He doesn't have a space thing yet. He's now working. His new lab is basically like a. But, you know, a button pusher. Gadget. Gadget induced pain. Yes. And now for the show's biggest oversight. No touch screens. There are lots of visual displays, but they're primarily operated by dials, levers, and other physical controls. We got some levers back there in the studio. While the show may not have anticipated touchscreens, it nailed a key side effect of common constant use of gadgets. Repetitive motion injuries. Orbit City is full of buttons, and overworked fingers are a running gag on the show. Jane regularly does digit workouts and complains that her pointers are sore. Here in 2026, office workers often suffer from texting, thumb after scrolling through endless feeds, and tech, neck after craning down to look at mobile devices. And don't get me started on my strained hand with carpal tunnel syndrome from all the clicking. 36 years and counting. We may not be living as exceptional a future as the Jetsons, but we've still got three and a half decades to catch up. By then, I will be twice as old as I am now. I've already witnessed the dawn of high speed Internet, the iPhone, and generative AI. How many tech revolutions will we experience in another 36 years? By the time we hit the show's 2062 deadline, maybe we will finally live in space or make our current planet more habitable and make a comfortable living on a nine hour workweek. Tyler, what do you think? Predict your timelines for 2062. Will we get space colonization? How do you define space colonization? Living on the earth above the Carmen line for like, that's your primary residence, like more than half the year. How many people do it? Like, just. You can do that? Like, anyone can do that? Yes, anyone with like, if you can afford like a apartment for a few thousand dollars or like a house that's above $500,000 in America, you can choose to live in space. So I would assume, like population of millions. It probably depends on like, the industry that like, is chiefly, you know, benefited from people living there. Button push. Well, okay, big news, Sean Frank is in the chat. He says, I hear guys H E A R, which I. He's trying to signal that he's listening. I am here to you, Tyler, and to you, John. Well, thank you for coming in. Let's. Let's read him some ads since he's here. Let's tell him about Restream One live stream 30 plus destinations. If you want to multi stream Sean go to restream.com and you know what we got to tell them about? We got to tell them about Applovin. Profitable advertising made Easy with Axon AI Sean, get access to over 1 billion daily active users and grow your business today. Andrew Reed says the faster technology progresses, the harder it gets to print something in the office. We have experienced this. It's very true. The brothers Aaron from Box says Reid's Law. I know you may have wanted a better law, but I don't make the rules. Hmm. Yeah it's, it's, it's very, very difficult. Apple has just like never done the printer I think for environmental reasons I'm not exactly sure but like there's never been like oh, the gold standard. The Tesla printer is just like the one you get and it does what it want. It just does everything flawlessly and it's at that like you know, five nines of reliability. We've had pretty good run with our printers but we're always in the market for new printers. So there's more. We are, we're looking for a new printer right now for a special project. Anyway, let me tell you about Cognition. They're the makers of Devon, the AI software engineer. Crush your backlog with your personal AI engineering team. What I hate most about technology in hotel rooms. Jordy, I want your take on tech in hotel rooms. I want to know about your experience when you walk into a hotel room. The Wall Street Journal says when you book a hotel room you can count on some things like shampoo, a hot shower, some way to get a cup of coffee. But a stress free technology experience? No way. Not even with basic technology you find just about anywhere like TV, WiFi and outlets for your devices. Unless you carry a suitcase full of gadgets, cables and adapters, you're risking every kind of tech frustration. Did you know that Ben Thompson carries a special device that acts as a WI fi repeater when he travels? So when he goes to a hotel he logs into. Yeah, this is amazing. He logs in to the hotel WI fi I believe or the plane WI fi through that device and then all of his devices connect to that automatically. And he'll bring like a fire stick so he'll be able to watch TV shows and his laptop and his, his phone. Everything automatically syncs to that device and reroutes it. But that was a very interesting thing that he's clearly optimized a lot. He's like A huge, what is it? Like, gear bag guy. He has all the wires dialed. As I would expect, I usually forget to bring a charger. Hotels are missing out on a fundamental truth. In a world where so much of our work, travel, and relationship experience is shaped by technology, the quality of a hotel's tech service is core to what it's like to stay there. Give me a hotel room that lets all that tech fade into the background so that I can focus on my trip. But no, here's what you usually get instead. TV muddle. I suspect I've logged more hours troubleshooting hotel TVs than I have watching programs on hotel TVs. Okay, there's a bit of a retro charm in a TV that flips on and instantly tunes to a live network broadcast. But in the streaming age, I'm just as likely to crave a little quality time with Netflix, Disney plus or Apple tv. Many hotels have caught on to this reality by offering some sort of streaming option. But they approach this in so many different ways. You never know what you're going to find or what tech you'll need to make it work. Needy WI fi is another one. Most hotels I've visited recently seem to have figured out that charging extra for WI fi makes about as much sense as charging extra for a better toilet. Everyone needs to get online, so you might as well build it into the price of the hotel room. So now that we've taken that great leap forward, why are we still forcing people to log into the network not just once per day, but over and over again, once per device, each and every day, or often several times a day? It isn't usual. It isn't unusual for me to log into Hotel wi fi 20 or 30 times a day. I think you're doing something wrong. Honestly. Honestly, just. I don't 5G. This doesn't resonate with me at all. You're fine. The only thing I want from a hotel. Yeah. Is to be able to order room service without calling someone. Okay. That's like, the only thing. And. And hotels miss on that. Yeah. For the most part. Like, if you have a little iPad or you could even order on the TV app, that would be amazing. And you get, like, a Domino's Pizza tracker type thing. That's all I want. Yeah. I feel like they kind of deliver on everything else. And I don't watch. I was listening to. I think it was George Hotz was explaining how he ordered room service in a hotel he was staying at, and he Vibe coded an app that interacted with the ordering service so that he didn't have to talk to them. And it basically like read the entire menu and then like created like a voice agent to call or like, or like reverse engineered the API of the ordering menu and he was able to order by command line. Just like checking into hotels. Well, time to build a cli. It's truly the future. I love it, but it is, it is. And you know who else is vibe coding these days? Gary Tan. Ben Hylak has a joke here. He says the year is 2027. Gary Tan has just crossed 1 billion lines of code per day. Water to 3 year old Californian towns were diverted in order to cool his locally ran LLMs. Riots erupt and protesters demand answers to one single question. What is he building? We got to have GT on. I can't wait. Let's get Gary on. We got to get Gary on. We got to know what, what, what Gary is building. People, people are joking about this because what was the latest stat? It was something like 80, 78,000, 78,000 lines of code per day on, per day On Gary's list. On Gary's list, which is his, his blogs. It's a blog and he's built blogs before. Like he's, he's built these, he's built these sites but you know, I guess like with all the testing suites and packages and mobile optimization, I don't know, I can't imagine the volume of code that will be generated when he creates a mobile app for it. It's going to be, you know, trillions of tokens going into that. Anyway, let me tell you about Label Box. RL environments, Voice, robotics, evals and expert human data. Label Box is the data factory behind the world's leading AI teams. Sam says, I remember when this was announced but didn't fully appreciate the size. That's a hell of a cluster. The Department of Energy will basically be a frontier AI company. Nvidia is collaborating with Oracle and the Department of Energy to build the US Department of Energy's largest AI supercomputer for scientific discovery. The Solstice system will feature record breaking 100,000 Blackwells and support the DOE's mission of developing AI capabilities to drive technology techn technological leadership across US security, science and energy applications. Another system, equinox will include 10,000 Nvidia Blackwell GPUs expected to be available in 2026. Both systems will be located at Argon and will be interconnected by Nvidia networking and deliver a combined 2,200 exaflops. Of AI performance. We've talked about nationalization before. We haven't talked about privatization. We could potentially spin this out, take it public. There's an option here. So I was interested in this. I looked. This is going to be like somewhere around like a quarter of a gigawatt equivalent of 100,000 black belts. Half a Meta campus, I think. I think Meta is working on 500, 500 megs. I mean, Hyperion, like the end state is like, I think a gigawatt or more, right? Yeah, more, more. But that's like the first big jump for them. But the default Meta campus, I believe is around 500 megs. Cisco to acquire Restaurant Depot. Not our Cisco. Not, not even close to require. Restaurant depot for $29.1 billion. Before we take you through this, let me tell you about the real Cisco. Critical infrastructure for the AI era unlocks seamless real time experiences and new value. With Cisco, there's only one Cisco in our hearts. This one's important. This is Cisco with an S. I dislike Cisco. Why? Because every time I find it a very frequent experience where there's a new restaurant coming to my area, I'm excited about it. They invest million, $2 million in building out this incredible space. Looks great. And then you eat there for the first time and you can tell that they're just sourcing. Like Cisco. Interesting. I'm not gonna say slop, but the food quality is not great. And then it's like, why did you put all this energy into making a beautiful space? And then you're just chefing up generic. Generic food. Doesn't make any sense to me. But I believe the founder of Restaurant Depot, I think I saw it somewhere in the Jetsons. They had dinner generating machines. Dinner generating machines? How do you think that's gonna happen? Travis Palahnik built this. Isn't this Cloud kitchens? Yeah, no, no. The dinner generating machine or Cisco dinner generating machine. Yeah, yeah, that's basically it. But it's all part of a pipeline. The founder of Restaurant Depot, who just sold for 29 billion, was born in 1932. 94. He's still kicking. I think we should hit the gong for him. Let's do it. Congratulations on that. Great to finally get a solid exit. It's never too late. So if you're 93, I can buy that sports car finally. Yeah, that is a true overnight success. Congratulations to him. Excited. I mean, you know, we got to give food to people. People are hungry. There's some good things. You know, maybe, maybe they. They stock some raw milk and you're on board, then you know. Okay. Before we play the next video, let me tell you, every day is a fight between the advertisers and the viral videos. Let me tell you about Railway. Railway is the all in one intelligent cloud provider. Use your favorite agents to deploy web apps, servers, databases, and more, while Railway automatically takes care of scaling, monitoring and security. And then we can play this video. We're heading over to Japan. Yes. This is the key sport that we will all be picking up up in 2026. This is going to be the hottest thing in San Francisco with the hills and the office chair. So racing league. So look at the, look at the speed and the technicality. It's incredible. It's incredible. This athlete says the corner once controlled me, now I control it. I think I got. I think I got something. You, you have quite a bit of leverage. Yeah. With the legs. I think I gotta build for office Ch. The six year transformation is crazy. I mean, this guy is incredibly quick. And we need to bring this to the U.S. we need to bring this to the U.S. chair racer Miura. Going around the devil's hairpin. Devil's hairpin. All right, so Tyler, what is happening on X in Japan? You break it down. Break it down. Yeah, I mean, I don't know all the internals, but it seems like Nikita's been posting about this. But I think they basically introduced all of Japan Twitter onto normal Twitter. Oh, because of translation. Yes. But I mean, there's been translation for a while. But I don't know. This weekend half of my timeline was just Japanese posts all about America, about how much they love barbecue, that they respect the cowboy aesthetics and all these things. Cool. I didn't know that. And we need to figure out, we need to figure out how and why over 50% or something like that of Japan is like a weekly active user of X, which is just crazy. Yeah, they have great posts. Yeah. I mean, let's pull up this stuff. Wait, this is a little bit of an update. Like narrative violation. Because that's a narrative violation. I know that's a narrative violation because when Grok went viral, everyone was like, oh, it's good at anime. It's big in Japan. And it was at the top of the Japanese app store. But it appears that Japan's just using Twitter broadly Elon. They just like, they just like the app and that's like where they have conversations, which is very cool. Let's go to. Let's pull up the first post. This is hilarious. And it is a pizza and this is the translation from Grok. When I saw this quote, pizza topped with a pizza in America, I thought there's no way we could beat these guys. This is, this is an amazing. I've never, I've never seen. There's so many layers. There's actually one, two, three, four layers of pizza. I'm going to make this. I feel like this would be a smash hit in my. This is. This is. This is quite. This is quite smart. Peak performance. Peak performance. We got this maybe for lunch today. Let's get some. And so this post, which in Japan or I guess now everywhere got 93,000 likes is the translation from Grok is I like this photo of American men and meat. Someday I'd like to join in on this in person. There's just some guys cooking a whole bunch of steaks. That's a lot of meat. Wow, that's a lot of food. They're having a big barbecue in Sasebo's dining establishment. Someone else, Someone else. Somebody's just, I guess an American is posting their grocery haul and someone says the amount is way too much. As expected. As expected. We have a brand over here in America. We do things this particular way. Hello Japan. We love your fascination with our barbecue. Here is me buying half a cow's worth of meat for our family. We store it in a big freezer in our garage. I actually have heard about this. Buying in bulk obviously is more economical. But hilarious ratio by Dr. Something or other. Dr. Nicholas. The amount is way too much. As expected. What else is going on in Japan? Take me through someone else says. In Sasebo's dining establishment, it's common to spot US military personnel enjoying their meals with lively enthusiasm. One day at a restaurant, I came across a group that reached an oddly intense level of excitement just upon seeing bacon. That's incredible. I love it. Let me tell you about Lambda Lambda is the super intelligence cloud. Building AI supercomputers for training and inference that scale from one GPU to hundreds of thousands. And let me also tell you about 11 labs. Build intelligent real time conversational agents. Reimagine human technology interaction with 11 labs. In fundraising news, Physical Intelligence is in talks to raise $1 billion at 11 billion dollar valuation. I need to know, why is Jeff Bezos here? Besides the fact that he looks fantastic in the tux, he might put in some money. Oh no, no. The company has previously raised more than 1 billion in capital from investors including Jeff Bezos and Alphabet's independent growth fund Capital G. So you could have put Peter Thiel because founders funds in you could have put Lightspeed is that Danny Ryan could have put Carroll or Lockheed or any of the acronym seems to get the viral attention. So. But very good news. We actually interviewed both the co founders of Physical Intelligence, both Lockheed and Carol this last year and they don't do a lot of media. So it's an interesting little segment. We spent maybe 20 minutes with them and you should go back and listen to it because it's a very interesting insight into the business that they're building, which I think a lot of people, they're not a noisy firm. They're not a noisy company that's posting vibe reels and going and picking fights all the time. So there isn't that much coverage of physical intelligence. But if you just look at the traction, look at the open source contributions, the data, the fundraising, clearly something is happening there. And so I think it's worth digging in and paying attention to if you. Last night Bill Ackman hit the timeline. Whoa. He said some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the mainstream media, one of the most one sided wars in history that will end well for the US and the world and we have potential for a large piece dividend. One of the best times in a long time to buy quality. Ignore the bears. And he says, and Fannie Mae and Freddie are stupidly cheap. Asymmetry at its best. They could be a 10x and it could happen soon. And of course JIRA Tickets comes in and says X.com, the market manipulation app, that Fannie Mae and Freddie Mac are up 42% and 37% as of this morning. I think, I think they've actually dipped back down a little bit. But Justin says posting your opinion on a public website is not market manipulation. JT says don't ruin the tweet. Yeah, it's not, it's not market. It's not market manipulation. It doesn't seem like he has any inside information. I don't know, does he even have a position? Isn't that disclosed in his filings? I'm not exactly sure. I would take every recommendation from a Twitter poster, every piece of financial advice with a grain of salt, but this one certainly turned out to be some sort of pump going on. And I did dig into this. Somebody asked Grok, like, hey, break it down. Like, what is actually going on here with Fannie and Freddie? They generate 25 billion in stable annual net income from guaranteed fees, low credit losses, outside crises. They're still in 2008 conservatorship and the stock trades for a total market cap of 10 billion. So there's a world where you're sort of buying maybe I don't know exactly how aggregated this is, but maybe it's like 25 billion of cash flow at some point for 10 billion that feels like a very good deal. Get paid back in four months, five months. But of course there are a whole bunch of other a bunch of other political and of course he does, he does own the Fannie Mae and Freddie Mac are in his Pershing Square portfolio. Well but again not, not, not illegal to share your opinion. Yeah, well there are some not everything is up. Mike Zuccardi shares the current Mag 7 Plus drawdowns from 52 week highs. Nvidia is down 21%, Google's down 22%, Microsoft down 36%, Apple's down 14%, Amazon 23% Meta 34%, Tesla 28% and many others have drawn down significantly. Fortunately, we have the perfect person to ask about what's going on with Nvidia because we have Take him in the Restream waiting room. Before we bring him in, let me tell you about Console because Console builds AI agents that automate 70% of it HR and finance support, giving employees instant access, instant resolution for access requests and password resets. And let me also tell you about Vanta Automate compliance and security because Vanta is the leading AI trust management platform and without further ado.

I agree completely. I agree completely. We got a lot more sound effects since the last time you joined. Last question for me, what's your outlook on Meta? It feels like the broader market right now has zero faith in Meta to actually put all their AI investments to use. I have this history with Meta is that every time it starts falling apart, I say it looks cheap and then it goes down another 30%. But nothing has changed. Like no one's going to replace that digital ad position. I mean I would even say in the AI world they're even better positioned because Google might lose digital ads share to AI chatbots. Their search position going future. So no one's going to replace Instagram, no one's going to replace Facebook. Billions of people are still going to use those social media apps and every 6 months to 12 months everyone goes through this bear metacycle. But their pure competitive position really hasn't changed. And you saw what happened to Sora, right? Everyone's all excited about Sora and that got. Yeah. And there's just this world where even if the AI spending is like a side quest, it's like really they just pulled forward like three or four years of Capex and they will use that for their other products. It's probably even less wasteful than Reality Lab spend which might take even longer to realize the cash flows from they can recoup. Okay, we built this massive data center, we did this training run, we didn't get to the frontier. We're not getting a lot of gen AI usage but we can apply it to our ads platform and tools and reels recommendations and a million other things just in years 2028, 2029 and yeah, we're a little bit ahead of schedule. Ad engine monetization, 100%. Yeah. The GEM model, Reality Labs, he made a waste of 70 to 80 billion dollars. He might waste 100 billions of dollars on on these Frontier AI models. The business is good. Core business that money making engine has is not going to be affected by this. Yeah, well, thank you so much for taking.

Whether it be like a mid range iPhone or Nvidia side definitely their consumer gaming GPUs. They may go back to Samsung and maybe even Intel. Yeah, I have one more but go for it. I wanted to know how you're processing the ARM CPU announcement. It's an interesting dynamic because they're sort of frenemies with Nvidia. Now they're competing in many ways to break the x86 monopoly because they both are selling ARM CPUs but then they're also competing and so I'm wondering how you think that plays out what that means for Nvidia and just the rest of the semiconductor supply chain. I think ARM is their CPU opportunities a longer term Even they said 2030, 2031. It's a longer term opportunity. I don't really expect the major hyperscalers like Amazon to switch to arms product offering. They have their own and same with Nvidia, they have their own ARM CPU that they're going to incorporate and sell. So it's not that big of a. I don't think Amazon or Nvidia really worry that ARM is going to take any big share. It's probably going to be on the margin for companies that can't develop their own ARM CPU the more the mid tier hyperscalers or enterprises that use these things. But I think the ARM thing is very important because it kind of confirms what the biggest underlying thing that's not really consensus yet is this massive CPU shortage that we're seeing just over the last few months. We have Dell, amd, Intel CFO talked about they're talking about three to five year locked in supply contracts from hyperscalers. So this is a major trend that's going to go over the next few years. And the reason why is AI agents need more CPUs. The ARM CEO talked about four times more CPU quarter cores versus last year's kind of AI infrastructure model. So we're going to see this massive demand for CPUs that people aren't really understanding yet because AI agents, the whole thing requires orchestration tool calls, database queries, web searches and that's all handled by the cpu. Yeah, give me your bull and bear case for.

Under the radar. Jensen literally said at GTC they got license approvals on both the US and China side. So we're going to see billions of dollars of H200 orders. Okay. So yeah, I mean it seems like, it seems like there's a path on the demand side that's very, very clear. You've mapped it out a few times. It's a huge number. It's already massive revenues, just an incredible growth. But what is, what is the supply side looking like? Because it feels like TSMC is not ramping Capex nearly fast enough over the next few years. And if we see another 10x increase in compute demand, we could be really constrained on the leading edge FAB side. So how do you think Nvidia is going to process that? Well, Nvidia is in the driver's seat because Jensen goes there five, six times a year and best friends at TSMC and speaks at their employee day. So they're going to get higher. They are getting a higher allocation to wafers and all that stuff. So. And they will benefit. But I agree with you that industry wide like Google is dying to get more TPU wafer capacity. Sure. All the, all the hyperscalers that have ASICS are trying to get more wafer capacity. So there is going to be a AI compute shortage in the years to come, just like you said. Yeah. And Nvidia just benefits because, you know, they're the biggest dog in the house and they can prepay tens of billions of dollars to get the allocations they need. Yeah. I mean maybe there's some offtake in Asics that can potentially be fabbed somewhere else at some point. I don't, I know that a lot of the ASIC companies wind up fabbing at tsmc, but it feels like if you're already doing some sort of RE architecture, maybe there's a way that you can get, you can squeeze something a little bit out of, you know, an intel deal or something else. I'm not exactly sure. Samsung and intel are the only. Samsung and Intel. Yeah. Fabs that can possibly do it. That's the bookcase on Intel. Yeah. Is that it's somewhere.

And probably okay, so, so, so because when I, when I like the deep seq analogy and I feel like the market half digested the agentic coating narrative and the Citrini article, whether you thought it went too far was too hypothetical. Like clearly the markets did react and a lot of names sold off. But in, in a world where you believe that narrative, you would think that Nvidia would be going up. But you're saying that there are other factors at play that are sort of tamping down the excitement in the market. Broad. I mean there's no. That just like tariffs a year ago had 30% drawdown when their business was actually flying. Actual fundamental business. I think the same thing is happening here with the Iran war. Things will eventually subside. Oil can't be $100 for forever and Trump will probably backpedal in the next few weeks ahead of the Trump. So let's, let's recap a few of the key stories around Nvidia. We just came off of GTC and there's a lot going on at the company. I mean it's a huge company. Maybe it'd be good to start with just next generation chips, changes to strategy, what people are actually buying. Maybe that means Grace cpu, standalone sales or the development with the GROK partnership. What's sticking out just on the actual AI product side to you that you're most excited about? Well, inference demand is exploding, driven by the AI agents. Sure. Coding assistance. I met with Ian Buck. I met with dozens of engineers at Meadow, Google and Video and all of them are seeing crazy inference demand and AI compute shortages. So across the board people are in crazy clamoring need for. And we're, and we're, I mean, where. Yeah, you're seeing that from talking to engineering leaders at big tech companies, but we're also seeing it from Vibe coders who are just on X and Twitter and talking about how they're hitting rate limits and they're subsidizing. They have multiple plans and they actually shift around from one model provider to another just to make sure that they're getting the tokens they need to build whatever they're building. And you see the tweets, like people are like building bots to pick up any kind of B200 GPU that can. They're waiting like weeks and months, months or whatever. Like sneaker bots. But for Neoclass. That's crazy. Exactly. I can't believe that. And the great thing is Jensen, you know, he's very prescient. He probably saw this demand months away. He locked up all the. The supply agreements for Memory coast, you know, connectors ahead of time. He saw this inference demand, and to take advantage of this coding system, boom. It's almost like a gold rush. You see OpenAI pivoting toward it. Anthropic, obviously, is thriving on it. Billions of ARR every, every few weeks. Yeah. Jensen acquired Groq, acquired the assets of rock and the people of rock. And this, the combination of integrating Groq's technology together with Vera Rubin lets Nvidia serve this tremendous wave of compute demand economically. And Ian Buck talked about it, Jensen talked about it. So Nvidia is positioned perfectly to thrive on this coding agent wave that we're seeing right now. On the GROK deal, Jensen did a fantastic interview with Ben Thompson and was sort of asked the same question two years in a row about.

Going around the devil's hairpin. All right, so, Tyler, what is happening on X in Japan? You break it down. Break it down. Yeah. I mean, I don't know all the internals, but it seems like, like, Nikita's been posting about this. But I think, you know, they basically introduced like, all of, like, Japan Twitter onto, like, normal Twitter. Oh, because of translation. Yes. But I mean, there's been translation for a while. But I don't know, like this, this weekend, like, half of my timeline was just like, Japanese posts all about America, about how much they love barbecue, that, you know, they respect the cowboy aesthetics and all these things. Cool. I didn't know. And we need to figure out. We need to figure out how and why over 50% or something like that of Japan is like a weekly active user of X, which is just. Yeah, they have great posts. Well, yeah, I mean. So let's pull up. Wait, wait, wait. This is a little bit of an update, like, narrative violation. Because that's a narrative violation. I know that's a narrative violation because when Grok went viral, everyone was like, oh, it's good at anime. It's big in Japan. And it was at the top of the Japanese app store. But it appears that Japan's just using Twitter broadly. Elon. They just like. They just like the app and that's like, where they have conversations, which is very cool. Let's go to. Let's pull up the first post. This is hilarious. And it is a piece of pizza. And this is the translation from Grok. When I saw this quote, pizza topped with a pizza in America, I thought, there's no way we could beat these guys. This is. This is an amazing pizza. I've never seen. There's so many layers. There's actually one, two, three, four layers of pizza. I'm going to make this. I feel like this would be a smash hit in my house. This is. This is quite smart. This is peak performance. Peak performance. We gotta. This may be for lunch today. Let's get some pizza. This post, which in Japan, or I guess now everywhere, got 93,000 likes, is the translation from Grok is, I like this photo of American men and meat. Someday I'd like to join in on this in person. There's just some guys cooking a whole bunch of steaks. That's a lot of meat. Wow, that's a lot of food. They're having a big barbecue in Sasebo's dining establishment. Someone else, Someone else. Somebody's just, I guess an American is posting their grocery haul and someone says the amount is way too much. As expected. As expected. We have a brand over here in America. We do things this particular way. Hello, Japan. We love your fascination with our barbecue. Here is me buying half a cow's worth of meat for our family. We store it in a big freezer in our garage. I actually have heard about this. Buying in bulk obviously is more economical. But hilarious ratio by Dr. Something or other. Dr. Nicholas. The amount is way too much. As expected. What else is going on in Japan? Take me through someone else Says in Sasebo's dining establishment, it's common to spot US Military personnel enjoying their meals with lively enthusiasm. One day at a restaurant, I came across a group that reached an oddly intense level of excitement just upon seeing bacon. That's incredible. I love it. Let me tell you about Lambda Lambda is the super intelligence cloud. Build.

Servers, databases and more while railway automatically takes care of scaling, monitoring and security and then we can play this video. We're heading over to Japan. Yes. This is the key sport that we will all be picking up in 2026. This is going to be the hottest thing in San Francisco with the hills and the office chair. Office chair Office chair Racing League look at the speed and the technicality. It's incredible. It's incredible. This athlete says the corner once controlled me, now I control it. I think I got something. You have quite a bit of leverage. Yeah with the legs. With the legs. I think I got a build for office chairs. The six year transformation is crazy. I mean this guy is incredibly quick. He lost me. And we need to bring this to the US. We need to bring this to the US Chair racer Miura Going around the devil's hairpin. The devil's hairpin. All right. So.

Controlled trial to me, of course, like, there's a lot more nuance here. This is like a high level take. But Sora absolutely used all of the social media best practices or addictive and harmful neurobiological techniques, if you want to use the course language. Sora app was basically the same as TikTok, Instagram Reels, YouTube Shorts, Snap in terms of UI and UX design. It had infinite scroll, it had algorithmic recommendations, it had notifications, it had a like button and it didn't have IG beauty filters, but like the whole thing is a filter because I could go in there and say, make me look like a bodybuilder. And it did a good job and I looked great in the videos. And so, like, it is. It really checks all of the same boxes to try to like match that. It gave me crippling body dysmorphia. Obviously, I dream for the, for the day when I will look like my Sora avatar. My. What do they call it? Cameo. My cameo. No, but they really did use all the normal tools and that was for familiarity, but also because they're moving quickly. And the key innovation was not the UI design or the fact that it's vertical or algorithmic feeds like we are in 2026, we're not in 2014 when we're launching Vine. So the key insight was purely AI generated content and it didn't work. The features were not addictive because the people that downloaded Sora did not become addictive because the content was a little bit too sloppy. Right. Yeah, well. Well, it was just one type of content. It turns out people like a broad selection and they like variability. They might want to see, you know, a video of someone skiing and then some slop. Yeah. And then something their friend made and then some health content. And it's really the collection of that. The other thing I think that seems very obvious is if it was the. If it was the product itself and, and the features that were addicting, there would be so many social media. There would be so many social media apps that were effectively thriving. There would be like a bunch of Instagram. And this is where I get to the cigarette comparison. So there's a bunch of comparisons to the cigarette industry and I think it's really worth revisiting, like, what is addictive about cigarettes, because there are some people that say, like, it's an oral fixation, like you just want to put like a stick in your mouth so you should like switch to carrots. Like that is like maybe like 1%. Some could argue it's an addiction to looking cool. There you go. But it is the nicotine. It is the nicotine. And that's why you do have a long tail of like 50 different cigarette brands and a thousand different E cigarette brands. And nicotine gum is addictive. Nicotine patches are addictive. Nicotine pouches are addictive because they all contain the nicotine. And if the court is asking us to believe that the like button, the algorithmic feed that is addictive, then we should see addiction like results from any app that implements that. Because that is the case for all nicotine containing products. They all addict people at. I mean, there are addictive formats. How many in general, how many apps have you tried or test flights over the years that had any of these features that you used for 30 seconds? Exactly. Exactly. Because what actually keeps you coming back is the content, which is created by the users. And. And so you're at. You want Lanier to go after every single person that has ever posted anything on Instagram and jail. Correct? No, I think that some creators do create very compelling content. Some of that. You want to jail the best creators? No, some of that content is.

Joke or he gives them away. I don't know. My work here is done, I guess. I don't know. It's odd. Lanier graduated from college at 20 and is trained as a minister before going to law school at Texas Tech University. Hoping to make enough money to support his preaching, he began gaining renown as a lawyer in an era when asbestos cases were swamping the US courts. He won a jury verdict of about 115 million in 1998 for 21 steel workers who fell ill after using machinery that contained asbestos. Lanier and his wife Becky met in high school debate class. They have five children and 12 grandchildren. Wow. Overnight success. They were known for years for their child friendly Christmas parties at their estate of more than 35 acres near Houston, which has a model railroad that can seat 120 people. Okay, this guy's gotta win all the. I have completely changed my position here. We need a mansion section article. I think we have a direct line to him, by the way. Okay. We want him on the show. Well, maybe we should go do a show from the. From the model train. Yes. I'm so ready to be convinced of his position. I wrote a whole piece about how I disagree with the result, but he's winning me over. Disagree with this entire argument. But you're agreeing with this approach to life? Yes, 100%. 100%. I feel like we're kindred spirits. That's amazing. So the model railroad can seat 120 people. And guess what? He's got a menagerie. This is goals you need to be. Menagerie. Maxing in life. You need a menagerie. His contains lemurs. There we go. And llamas. There we go. Lemurs and llamas. Thank you. This is incredible. The family pulled the plug on the party, which Featured up to 9000 guests and performers including Miley Cyrus, Johnny Cash and Dolly Parton. He said because it was too hard on the lawn. The guy cares about his grass too much. This is incredible. Inviting 9,000. He's an environmentalist from the community. I mean, that's like the entire. I mean, Houston's a huge city, but that is so. So what? A pillar of the community. This guy's a hero. Lanier said the theme of his cases against major corporations is responsibility and integrity or lack of tech. Billionaires don't need his help, Lanier said, but Kaylee would not have anybody else. Faith is much the same way. God's there to try to help people who need the help.

Neolab last week. Oh, yeah, that's right. And so we'll be able to talk to him about that. Models and hardware. Hark, I hear the angel singing. And then Andre from console joining as well. So looking forward to that. Well, I've been addicted to social media lawsuits. I cannot get enough of these lawsuits. I keep reading about them losing sleep. You're potentially filing your own lawsuit against the lawyers. Yes. That were coming after these. Social media. Yeah, yeah. So there's actually a profile in the Wall Street Journal in the exchange this weekend, the lawyer who beat Meta and Google. And it goes into some of his addictive techniques that are driving jurors crazy across the country. Attorney Mark Lanier. He uses props. Come on, come on. What's more than props? He also uses parables, okay? Parables, metaphors, axioms, all of the above. He moonlights as a preacher, and it shows when he's taking on the world's most powerful companies. The 65 year old came to court in downtown Los Angeles for closing arguments this month of one of the biggest trials of his career, armed with a parable of leavened bread. That feels like something that is designed to make it hard to rip yourself away from. Exactly. So he knew he needed a simple way to show a jury that Meta's Instagram and Google's YouTube were designed to be addictive and were harmful to young people. So the veteran plaintiff's lawyer, we just say he looks fantastic. For 65. He does look fantastic. And as much as we're joking, I do think he's doing important work. And I do think there's a potentially really good outcome here that we'll go into, but we're still having some fun. So the veteran plaintiff's lawyer from Texas showed them two grocery items, cupcakes and tortillas. Social media, he told the courtroom, was like the baking powder that makes a cake rise, exacerbating the struggles of already vulnerable teens. We have an interactor, an amplifier, something that blows it up, Lanier said. We have here social media that takes the vulnerable and goes after them in destructive ways. It's as easy as A, B, C. So he's making the argument that social media is more like cupcakes than tortillas. Both contain flour, both are carb, carbohydrate, loaded. But one is bigger than the other or puffier, I suppose. The simple image delivered with Lanier's slight drawl helped convince a majority of jurors. On Wednesday, the ninth day of deliberation, the jury found that Meta and YouTube were negligent in a case that accused the companies of designing their apps to be addictive and harmful to teens. And there's some interesting images both of him walking into the courthouse with a large box of papers. Clearly very anti tech movement there. He's saying, I reject technology. This cannot be stored digitally. I'm using paper, which, I don't know, this seems a little bit risky because we've been addicted to the printed word in the past. So much so that we face criticism from people that said, hey, printing is unnecessary. They did, yeah. Not environmentally friendly, but we were forced to adjust. Maybe he can flip over to be our defense attorney when we are attacked. There is, there's a courtroom sketch showing linear questioning former TVPN guest Adam Mosseri, the head of Meta's Instagram. A jury ordered the company to pay $3 million each in compensatory, in compensatory damages and 3 million in punitive damages. So I think it's 6 million across both firms, but it's split compensatory and punitive damages. And Now a now 20 year old woman named Kaylee, whose last name was redacted in the case. She had testified that social media use that started when she was a child dominated her life for years and contributed to mental health issues including anxiety, depression and body dysmorphia. Very, very sad situation. Very unfortunate for her, of course. In a statement, Meta said it disagrees with the verdict and plans to pursue an appeal. Reducing something as complex as teen mental health to a single caus risk risks leaving the many broader issues teens face today unaddressed, not mutually exclusive. But of course that is a reasonable position for Meta to take. Google also put out a statement. What do you think they're like? We're not even a social media company, we're a VR company. No, no, no. Google said misunderstands YouTube, which is response, which is a responsively built streaming platform, not a social media site. That's true. You got the wrong guy. Yeah. I think of YouTube very much as in the same world as social media anyone can post, but it is severely lacking in some of the greatest features of its social media sites. When you actually become a YouTuber, you start putting out content that there is sort of, I don't know, like a group of made men on YouTube, like people that have ascended and they now have, they're now making content like professionally and they are in conversation with each other and they might be reacting to each other's content. And of course there are different communities. There's like the car YouTuber community. And then there's the game show community and there's the business community. And pretty quickly everyone sort of gets to know each other, but there's no DM feature. So even if I make a video, which is a good argument for it not being social media. Not being a social media. Yeah. Yeah. So, like, you know, we at this point have done the Colin and Samir show, but we don't really have a way we can go onto the Collin Samir YouTube channel and leave them a comment and they might see it if it's from the TVPN account. But we can't just DM them and be surfaced to the top of the inbox. People have always wanted an inbox on YouTube. Yeah, that's a huge feature request. It's insane because it would be so cool to be able to see, okay, I got a DM from someone who has 100,000 followers and I can click on their profile and see, oh, they're like in the same niche. Maybe we'd want to work together. Maybe we want to collab on a video or do something else because they're like an established YouTuber as opposed to everyone basically needs to flow over to Twitter or X and then DM there because the DM functionality is much more mature on the other thing Google has in this kind of position is that so much of the watch time on YouTube is happening on television. Something like 50%. Yep. Very different. So they can make the argument that this is just modern television. Yeah. So let's go through Linear's career because the Wall Street Journal has some interesting backstory here. He says Lanier has built a career in fortune representing plaintiffs against corporate giants. He won one of the first major wrongful death trials against pharma company Merck over claims that the prescription anti inflammatory drug Vioxx caused heart problems. He also won a $4.69 billion verdict in 2028, in 2018 for women and their families who said asbestos tainted talcum powder caused ovarian cancer. So, I mean, over his career, it seems like he's done some very, very good work and has won some massive, massive settlements against big companies with broadly damaging products. So a lot to admire about his career here. The social media trial drew more scrutiny than he predicted before. He joined the plaintiff's team last fall and was brought face to face with Meta chief executive Mark Zuckerberg. Suddenly, Lanier was at the episode. I believe that Zuck is actually mewing in this picture. If we can pull up this image, it does appear to be something along those lines. Suddenly, Lanier was at the epicenter. You agree, Tyler, right? You can tell his cortisol is not spiking here. That's true. That definitely seems. He seems calm, collected. But this is not his first time putting on a suit. This is not the first time he's been in court. Suddenly, Lanier was at the epicenter of a broad public debate about social media and how people stay connected or are disconnected on platforms offering nearly endless content curated by algorithms. Quote. Nothing compared to this, Lanier said, reflecting on the attention to the trial over oatmeal toast and a Coke Zero in downtown Los Angeles. In a downtown Los Angeles hotel the morning after the victory. Nothing even remotely close. And I think that's accurate because even though those previous settlements were huge, they weren't major. They didn't break through to the point where, like, I remember them vividly. Do you? No, no. Vioxx. It does not ring a bell. But this certainly. Well, for a lot of people, especially in tech. Social media companies have largely been shielded from being held liable for third party content on their platforms by section 230 of the 1996 Communications Decency Act. At trial, Lanier had to focus on the platform's features, not the content to make a case. And that's something that I want to talk about today, and I wrote about it in the newsletter. The trial was the first among the first among thousands of consolidated lawsuits filed by teenagers, school districts and state attorneys against Meta, YouTube, TikTok and Snap. More are scheduled for this year. TikTok and Snap settled the case. Settled the first case. A Christian who teaches Bible study classes to as many as 500 people in evangelical church, Lanier turns a folksy courtroom demeanor honed over decades of trial work. First in Texas, now nationally. He's known for showing jurors hand drawn roadmaps and illustrations on an overhead projector to guide them through his legal reasoning and evidence, including signposts and human figures that could have been sketched by a child. To visualize microscopic asbestos fibers in talcum powder, he brought a bale of hay into a courtroom and dropped a needle into the blades. Into the blades. The blades of grass. Oh, the blades of hay. Got it. Okay. Wow. Very, very interesting. Yeah, he likes props. That's it. When arguing for punitive damages against the tech company, Linear held up a jar. Quite addictive. This is a good point. So he held up a jar of 415M&MS. To show how a $1 billion fine would be a fraction of Alphabet's 415 billion in shareholder equity. He needs a bigger chart. Every tech company is five times larger now, he says. He tries to avoid being flashy himself. He wears the same two unremarkable suits on rotation during a trial. And then I go burn them. What he burns his suits after. Is that a joke? Or he gives them away? I don't know. My work here is done, I guess. I don't know. It's odd. Lanier graduated from college at 20 and is trained as a minister before going to law school at Texas Tech University. Hoping to make enough money to support his preaching, he began gaining renown as a lawyer in an era when asbestos cases were swamping the US courts. He won a jury verdict of about 115 million in 1998 for 21 steel workers who fell ill after using machinery that contained asbestos. Asbestos. Linear and his wife Becky met in high school debate class. They have five children and 12 grandchildren. Wow. Overnight success. They were known for years for their child friendly Christmas parties at their estate of more than 35 acres near Houston, which has a model railroad that can seat 120 people. Okay, this guy's gotta win all the. I have completely changed my position here. Nina Mansion section article. This is incredible. I think we have a direct line to him, by the way. We want him on the show. Well, maybe we should go do a show from. From the model train. Yes. I'm so ready to be convinced of his position. I wrote a whole piece about how I disagree with the result, but he's winning me over. I disagree with this entire argument. But you're agreeing with this approach to life? Yes, 100%. 100%. I feel like we're kindred spirits. It's amazing. So the model railroad can seat 120 people, and guess what? He's got a menagerie. This is goals you need to be. Menagerie maxing in life. You need a menagerie. His contains lemurs. There we go. And llamas. There we go. Lemurs and llamas. This is incredible. The family pulled the plug on the party, which featured up to 9,000 guests and performers, including Miley Cyrus, Johnny Cash, and Dolly Parton. He said because it was too hard on the lawn, the guy cares about his grass too much. This is incredible. Inviting 9,000. He's an environmentalist from the community. I mean, that's like the entire. I mean, Houston's a huge city, but that's like. That is so. So what? A pillar of the community. This guy's a hero. Lanier said the theme of his cases against major corporations is responsibility and integrity, or lack of it. Tech billionaires don't need his help, Lanier said, but Caylee would not have anybody else. Faith is much the same way. God. God's there to try to help people who need the help. Two of Lanier's daughters, who are lawyers, were by his side during the trial. He joined the social media case. By the way, you keep saying linear. Is it linear or linear? Linear. Linear. Linear. Linear. Linear. I think it's linear. Well, we'll figure it out. He has deep. I just don't want people to get confused with the system. For modern stuff, yes, it's not linear. It's linear. I think maybe it's Lanier, maybe it's French. He's not a phony. What he does is not a performance. Even from you, even from Los Angeles. He posted short video selfies discussing bible passages on YouTube. So he's, he's. He's dogfooding the thing that he's suing. Yeah. Let's switch gears to your piece. I will take you through my counter argument, but first I'll 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. And let me also tell you about Gemini. Gemini 3.1 Pro is here with a more capable baseline. It's great for super complex tasks like visualizing difficult concepts, synthesizing data into a single view, or bringing creative projects to life. So last week, Brandon Gorell summarized the ruling this way. He said, in the case, the plaintiff's lawyer, Mark Lanier, argued that Meta and YouTube built digital casinos that used neurobiological techniques similar to those employed by slot machines. The jury found that specific features ofMea and YouTube are designed to be addictive. And I want you to really hone in on these features. So Infinite scroll creates an environment where there are no natural stopping points. Algorithmic recommendation feeds use highly users highly engaging content. Algorithmic recommendations feeds users highly engaging content. Autoplay removes users agency in choosing whether to watch the next video. Notifications pull users back in by exploiting their need for validation. IG beauty filters contribute to the plaintiff's body dysmorphia. And features like the like button exploit users biological need for social approval. Okay, so you got a bunch of features. You know this stuff. You. Everyone uses social media. We all know about this stuff. The question is like, is, are the features addictive or is the content addictive. Because social media platforms are, of course, protected from the content that is posted on Lanier's entire. Lanier's entire argument is predicated on it being the features, right? Yes, the features. And, yeah. So the. So, you know, we talked to Eric Goldman from Santa Clara University of Law, and he was saying that, like, yes, $6 million settlement right now, but this is. This could be huge. The direct quote was, whether we will even have social media in the future. Like, this could be existential. Yeah. And there's thousands of other cases like this kind of percolating. Right. And so. And they could turn into a class action. He's gotten 6 billion before. He could get 50 billion. I don't know. He could get a lot. And he's not like 6 million is. He's not a 6 million guy. He's a 6 billion guy. And so this is the precursor and it's going further. And whether it's a ton of different cases or one big one, like, it's a big problem for the tech company. So I thought it was an odd coincidence that we sort of had what I called the placebo controlled trial for these exact features last week when SORA shut down. So OpenAI's nascent social network Soar, shut down. The reaction of the news was funny to watch because a lot of people were like, yeah, I told you, it was always bad. But when it launched, it was exactly the opposite. Everyone was like, it's too good. We won't be able to look away. Simply too good. Simply too good. And Rune summarized this pretty. I think yesterday, or I think it was yesterday, he said Sora was peak moral panic. All of these breathless takes about making videos that are going to addict humanity and waste everyone's time. Meanwhile, we made some funny videos that were less funny as time went on. And AI slop is just one category among many on Instagram reels. Don't worry so much about making videos that are going to blow up people's brains without making anything good. Without worry about making anything good at all. The best Soras were up there with the best reels. And the humor relied significantly on the voice of the creator. I completely agree. The funny sores that I. Yeah. Even the video we played last week of the cat on the porch. Yes. That wasn't. That was. Yeah. The prompt was not. Was not. Make something that will retain use. And it wouldn't have been funny if the person hadn't been escalating, like the scene. Every new prompt and then screwing them together. Yeah. And so, and he closes by saying, I know so many of you who are loudly concerned about this, who won't update at all, who will remain pessimistic about humans and their ability to use tools. And I said, so, like, what do you make of these two situations? It feels a little bit like a placebo controlled trial to me. Of course, like, there's a lot more nuance here. This is like a high level take. But Sora absolutely used all of the social media best practices or addictive and harmful neurobiological techniques, if you want to use the course language. So our app was basically the same as TikTok, Instagram Reels, YouTube Shorts, Snap in terms of UI and UX design. It had infinite scroll, it had algorithmic recommendations, it had notifications, it had a like button and it didn't have IG beauty filters. But like the whole thing is a filter because I could go in there and say, make me look like a bodybuilder. And it did a good job and I looked great in the videos. And so, like, it is. It really checks all of the same boxes to try to like match that. It gave me crippling body dysmorphia. Obviously, I dream for the day when I will look like my Sora avatar. What do they call it? Cameo. My cameo. No, but they really did use all the normal tools and that was for familiarity, but also because they're moving quickly. And the key innovation was not the UI design or the fact that it's vertical or algorithmic feeds. We are in 2026, we're not in 2014 when we're launching Vine. So the key in the key insight was purely AI generated content. And it, and it didn't work like the features were not addictive because the people that downloaded Sora did not become addictive because the content was a little bit too sloppy. Right? Yeah. Well, it was just one type of content. And it turns out people like a broad selection and they like variability. They might want to see, you know, a video of someone skiing and then some slop. Yeah. And then something their friend made and then some health content. And it's really the collection of that. The other thing I think that seems very obvious is if, if it was the, if it was the product itself and the features that were addicting, there would be so many social media. There would be so many social media apps that were effectively thriving. There would be like a bunch of Instagram. And this is where I get to the cigarette comparison. So there's a bunch of comparisons to the cigarette industry. And I think it's really worth revisiting, like, what is addictive about cigarettes, because there are some people that say, like, it's an oral fixation. Like, you just want to put, like, a stick in your mouth, so you should, like, switch to carrots. Like, that is like, maybe like, 1%. Some could argue it's an addiction to looking cool. There you go. But. But it is the nicotine. It is the nicotine. And that's why you do have a long tail of like 50 different cigarette brands and 1000 different E cigarette brands. And nicotine gum is addictive. Nicotine patches are addictive. Nicotine pouches are addictive because they all contain the nicotine. And if the court is asking us to believe that the like button, the algorithmic feed that is addictive, then we should see addiction, like, results from any app that implements that. Because that is the case for all nicotine containing products. They all addict people at. I mean, there are addictive formats in general. How many apps have you tried or test flights over the years that had any of these features that you used for 30 seconds? Exactly, exactly. Because what actually keeps you coming back is the content, which is created by the users. And. And so you're at. You want linear to go after every single person that has ever posted anything on Instagram and jail them, correct? No, no. I think that some creators do create very compelling content. Some of that you want to jail the best creator is. No, some of that content is amazing. Some of that content is great. Some of that content is bad. There's a very, very wide range you can go to truly amazing educational content. I'm thinking of, like, three Blue, one Brown. This math channel that does visualizations of math concepts on YouTube. It's incredible. Andre Karpathy's YouTube videos. There's so many interesting educational history shows, podcasts. There's so much content that, yeah, Tyler got. Tyler got addicted to that video. Are you destined to deal? And that's a great video. He kept saying, that's why you have a tie on. He. He. He called me on Friday night and said, why is this video 20 hours long? Because he had loop. Yeah, he was just loop. That makes sense. That makes sense. So, yeah, but I mean, but it is true. Like, I think the court is correct and Lanier is correct that some people go on social media and make horrible content that depresses people that land on it. And it go saying that social media companies do have an enormous responsibility to manage recommendation feeds responsibly and route people in tough situations to helpful resources. So Google already does this very, very well. If you type in specific keywords that seem like you're in a mental health crisis, it will not give you search results, it will give you a phone number for someone to call and they know when to route the right people to that. And I do believe that all the tech platforms are thinking about this and implementing this. Maybe they need to be more aggressive. I think that the big thing that most people can agree on is parental controls here and I think that that's like a much easier middle ground here. And just in general, one other nice meet in the middle option is potentially just getting tech companies to give users, and parents in particular, but users broadly more control over their experience. So it's possible to disable algorithmic feeds, endless scroll the like button with browser plugins on mobile web, but it's a much worse experience because you have to load it on mobile web, which isn't the actual app and it's slower and there's a lot of things that are just kind of janky and don't load as well. But having those in the settings to just say, I know some creators on Instagram can turn off the light counter. Have you ever seen this? So you can see someone post an image and it'll just have a like button there. But it doesn't have like 5000 likes because the creators were getting like, you know, annoyed by. Oh, this one. Well, to be clear, that's because people didn't want to post because they were worried something wouldn't do well. Yeah. And, and the world would know that their content was engaging or something like that. Yeah. Right. So, so that, that was just an, that that effectively is just an incentive. I don't believe that that was done for the mental health of the creators. No, that was done to encourage more people to post. I don't know. I don't know. I mean I'm sure like there have like my mental health as a social media creator was at an all time high before I understood the metrics because I was just like, oh, 300 views. I'm famous. This is amazing. 300 people sat down and watched my 10 minute video essay about a dying VR technology or something like that. It was like, I've done it. 300 people sat down. It's like I'm a business school professor basically. Yeah. But then eventually you get and you're like, wait, the last video got 400,000 views. Why does this one have 375,000 views? I'm a failure. So there is a little bit of that, but I hear you. Yeah, but the metrics are still available to the creators. Yeah, yeah, the creator, the. But you can turn it off with a Chrome plugin. You actually can't. There's some creators that do this. But anyway, like surfacing those in apps, I think that will help users feel like they're in more control. And realistically, I don't think it will be super damaging to any of the platforms because most people won't opt into that, but certain people will. And in general it'll just like increase public perception broadly. We've already seen this with a lot of the LLM companies where like you can go in and you can fine tune and add a custom prompt and kind of talk to it about what you like and don't like. Change the personality. I think people have been asking for that for a long time. Surface, it seems like a win win. And so something along those lines seems in the cards. Anyway, we can debate this, but first let me tell you about Sentry. Sentry shows developers what's broken and helps them fix it fast. That's why 150,000 organizations use it to keep their apps working. And let me also tell you about Plaid. Plaid powers the apps used to spend safe, borrow and invest securely. Connecting bank accounts to move money, fight fraud and improve lending now with AI. So do you have any other pushback? On my take, Tyler had some pushback. Should we go to him? Let's go to Tyler. What do you think? I mean, yes, I guess there was a few things. I mean one thing is that like not enough props, right? Too many analogies, too many parables. Like I think you can say that like, okay, yeah, it's the content that's the problem. But like the content is like kind of downstream of the features. Right. Because you didn't see like short form video. The medium is the message. Yes. And so it is possible for me to create a platform that incentivizes addictive content and that's like the retention curve. So retention editing makes it more addictive. You become addicted to the content, but it's because of the features. Yeah. So I think that's like broadly pretty good argument. The steel man that you can make for like linear's position. Yeah. And then I mean there was other stuff, I think on like just the nicotine analogy, we were talking about this. Like, okay, so you have nicotine, like broadly. And then below nicotine you have like smoking, which is like definitely very bad for you. And then you have like, you know, pouches or stuff like this, which is, like, probably less bad. Like, it's just niccines. There's no tobacco. So, like, maybe this is, like, less bad. So maybe. Yeah. Equivalent is like, you know, the cool snowboarding videos on Instagram are like the, you know, the cleaner, like, nicotine stuff and then the, like, still addictive but not harmful. Yes. And then there's like, you're gonna try and do a double cork 1260 and get smoke. Get smoked into the ground. Yeah, but. But then on the other side, you have like the, like, you know, very graphic stuff on Instagram that, like, we don't want people to see. And that's like the, you know, the cigarettes that's, like, gonna give you cancer, whatever. Sure, sure. So I think they're like. I mean, I guess it's still agreement with what you're saying, but, like, well, this is what nicotine, if you're under 18, which was like, there is an addictive component and then there was a carcinogenic component, and they needed to sort of separate those out. And where we landed as a society was like, the addictive component is acceptable for the. It's suitable for the protection of public health according to the fda. And so they are approving new products that are addictive but not carcinogenic. And so you would imagine even in the most strict ruling where every new social media platform needs to be approved, you could potentially use all of those addictive features as long as the content was not carcinogenic with inside that app. Yeah. And that would be like a new nicotine gum, basically. Yeah. Like, basically I'm saying, like, right now, if you're under 18, you can still, like, there's like, parental controls and you. If you can't be under 13 or whatever, but, like, it's like, very not. It's, like, poorly, you know, enforced. Like, you can actually see a lot of the bad stuff under 18 on screen or whatever. Yep. So, like, directionally, like, there, you know, you can be against the. The ruling of this. Yeah. But, like, the parental controls that people are like, ask for are still, like, very much not there. Yeah, yeah. No, that makes sense. So I think I have a potential solution. Let's pull up this image of cigarette package in Europe. Oh, yeah. What is this? So pull this up. Let's pull. This is the hardest challenge. While we pull it up, let me tell you about Okta. Okta helps you assign every age and a trusted identity so you get the power of AI without the risk. Secure every age agent, secure any agent, and let Me also tell you about Turbo Puffer Turbos Vector built from first principles and object storage. Fast 10x cheaper and extremely scalable. Okay, so this is like typical cigarette packaging in Europe, John. You probably wouldn't know this because you're very American, you're very loyal, and you. And you avoid overseas trips as much as possible. So on any given cigarette pack in Europe, you're going to see, like a really terrible image. This woman apparently is coughing up blood. Yes. And so I think what. What a potential solution that Meta could do is as soon as you open Instagram, it makes an AI generated image based on the last picture of you that you posted on social media. And it just makes you look terrible. Oh, and it says like, warning, like, social media will destroy you. And then you can scroll past it could potentially show you with Tech Neck. Are you familiar with Tech Tech Neck? Are you going there? Yes, yes. It's just a crazy image of you with Tech Neck. And then. So you can scroll past it. Yeah. Every time you open that, it's a new image. It's a new image of you looking the worst, wasting your life away. Are the AI labs lobbying to get. All right, we can put this away. Are the AI labs lobbying to get that removed? Because I think most of their timelines suggest that lung cancer will be cured by AI any day now. So potentially you could start smoking again. Has anyone come out as pro smoking? I don't think anthropics come out with. They're anti anthropic. Yeah, Anti sunscreen. The joke that they make with journalists, they kind of got caught on anti sunscreen. If AI is going to cure liver cancer, it's game on. It's game on. It's game on. You can drink as much as you want because you get liver disease if you drink too much. And so if AI if I'm going to be able to vibe code an MRNA vaccine to cure my liver cancer, I'm going to be boozing for sure. It's the only rational thing to do. Yeah. Well, this is also kind of like when, sort of a rational. When companies, like, are saying like, oh, yeah, work, life, balance is super important. So then their competitors will, you know. Yes, yes. Yeah. People Anthropic should tell people to OpenAI to start drinking a lot because AGI is going to cure liver. Yes, yes, yes, yes. This is good. This is good. Okay, let's revisit the Jetsons. Okay. Revisit the Jetsons. I'm sure you've seen the Jetsons. Where's my flying car and three.