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How much, how much are you spending, are you spending time tracking the data center ban that Sanders has sort of proposed? It's also a bunch of different states. Yeah, it's a bunch of different states. We had a big AI event in D.C. two weeks ago, and I wrote this a little bit. And on the sidelines, I spoke to the CEO of Constellation, which is one of the big electricity providers to data centers. And I asked him. This was whatever, three weeks into the war, and I and oil prices were spiking, and I said, how much, you know, what's this doing to energy dealmaking in the United States right now? Just the rise in oil prices? He said it's having a little impact. He said it's the data center ban proposals that are having the really big impact. That's what has people freaked out. I mean, Sanders, on the national level, you're not going to get anywhere nationally on this. But on a state by state level, you don't need much. You need a couple of states to do it. It is, it is something that the opponents have done a really good job on the PR and the industry has done a very bad job on the PR on this. Yeah. And it doesn't help that everybody's gas prices and home heating oil prices in places where that's relevant and electricity prices are all going up. Iran is obviously exacerbating it. So, but, you know, if you're looking at your bill and this is something that is top of mind, well, the bills are only getting, getting higher. What do you think the impact of the war in Iran will be?

Watch the game, go and collect my winnings. It's a very, very different equation. How have you processed just so it feels like we all just agree that gambling is addictive and I think that's reasonable. I don't know where that comes from, whether that comes from like science or law, but it all feels reasonable. But we're going through this again with social media, whether social media is addictive. How have you processed the social media addiction trials and then the new gambling app addiction question. Like are these linked at all in your mind or how have you been processing the social media question? I mean, I'm obviously not a doctor. I don't think you guys are doctor. I mean there's definitely, we've all, I think read about kind of the dopamine hits and look this that you get from not posting on social media. But when you get a like or when you get a reply on social media. Yeah, gambling. I mean there's obviously a dopamine hit when you gamble, right? You know, your person hits the basket, you win the game, you get excited. I mean obviously if you have a lot of money on it, you get excited for different reasons. But just even, you know, I'll admit I use some of these sports betting apps sometimes when if I'm watching like my hometown team play dirty. Duh. Dirty Dutt. Is that the New England Patriots? Maybe a few times the leagues knew what they were doing, Right. They knew that if there's a blowout, you generally turn it off. But if you're waiting for your guy to get 20 points, well, you might stick it out a little bit. I didn't realize that. I didn't realize that. But so back to the social media question. Have you been tracking any of that and what that means for the venture community or startups or really any knock on effects that you've tied to the the trial? Because there was that decision in Los Angeles. The actual fines for YouTube and Meta seemed very low. But it was the whole chain of more cases coming and it just felt like the first time we actually had a full decision that the judge said, yes, this is addictive. Right. So. Right. The lack of money is notable. Right. Because it was also a single plaintiff. Right. So theory, that's a lot of money for one person. The big question going forward is can an attorney or can a group of attorneys get a class together? And you've seen a bunch of advertisements. I've seen a bunch of advertisements all over the place. You know, were you harmed? Were you under 18? They're clearly trying to put a class together, a judge would have to certify that class. That's, I think, what meta YouTube, et cetera, are worried about, understandably worried about, because it's one thing to have a single plaintiff, but that sets a little bit of a precedent. If you can have that same case with 100 plaintiffs or 1,000 plaintiffs or 10,000 plaintiffs, that money then starts to become real. And I think that's kind of the next step here. And we have to see if lawyers can get that class together, if a judge will certify them, and then whether another jury and judge will go along with what we just saw. What are you tracking in the venture markets broadly.

But good to see. Let's go over to Aaron Tan's post. Says, introducing Loom, a lamp that does your chores. Order now. Shipping this summer. Let's see the video. That bed already looks fully made. What. What chore is it going to do? Just drop some laundry off. Oh, okay. You have to drop the laundry first. Wait, it could do that. Wait, does it have fingers in that? Like, what. What is it put on the record? Yeah, what is. What is in the. You can see it has a little claw. Oh, it has a claw inside. Oh, okay. That is so funny to have a humanoid robot play music on a physical record. The folding T shirt is the touring test of humanoids. For real Pixar lamp quaking in its boots right now. Nice video. Good color grade. Nice warm tones. Friendly. Doesn't feel dystopian. Feels delightful. Did you get one of these? I think. I think we should get one. I think we should get one. We should get one. As a team. I do have some clothes over there on the wardrobe rack. Rooting, rooting, rooting for Aaron and the loom team. Very, very unique form factor. I mean, I just think the. An impressive timeline for shipping, hopefully. Yeah, shipping. I'm reading this as, like, actually shipping, not shipping, like another site to order, because you can order already. But yeah, it'll be very interesting if it can. If it can reliably fold clothing, it could be enough. Right. So the benefit here is, like, people already want lamps, I'm assuming, for their. Their bedroom. If you can buy a lamp that's reasonably priced and then it also has the benefit of just a simple thing like folding clothes, there could be a market here. Yeah, I feel like, I don't know, even just putting pillows back on the bed. Even just like, really basic things. I mean, even there are probably applications like the Roomba did so well, with such a minimal. Such a minimal scope, there must be something. I wouldn't be surprised if even in between this and fully folding the clothes, just remaking the bed properly feels like something that consumers might actually pay for and allow for the flywheel to start spinning. Obviously, lots of security considerations since there's a camera there and whatnot. They'll have to do a lot of cybersecurity and figure out that. But people already have cameras all over their homes from Nanit and child monitors, baby monitors, and that type of stuff. So I'm optimistic about this and I think they did a great job promoting it.

Yeah, Scoop from Steven Nelson. CIA used a secret tool called Ghost Murmur to find airmen in Iran. Ghost Murmur pairs long range quantum magnetometry. Yeah, how do you say that? Sensors with AI to find human heartbeats. I was wondering this. While they were over the weekend, there was a search going on, was like, how do you, how do you find someone? How does, how does somebody like you know, an airman that's down send a signal that can be picked up by one group but not. This is very odd. So there are some, there are some community notes on this saying that quantum magnetometry, Magnetometry, imagine that's how you pronounce it, detects heart magnetic fields. And I believe this technology works in labs, but only up to a few meters, not 40 miles as claims has claimed. Fields decay with 1 over R cubed making long range detection implausible. So unclear if this is what worked. But isn't there, There has to be some sort of device that you could carry on your person like in your shoe, like an airtag that can talk to a satellite. Almost like you look at the Starlink receiver dish. It would fit in a backpack. But that's very high bandwidth. I imagine if you had something, I mean there's sat phones that are the size of large cell phones that was available in the 80s and 90s. You have to imagine that if you're just trying to put out a signal to GPS or a Starlink network, you must be able to shrink that down significantly to the place where it could be carried on your body. But it's probably classified, so I would be surprised if it's just very hard to read into like what's real and what's not. Here there is a different community note pushing back saying no note needed. This new technology is a classified system developed in secret by Lockheed, Skunk Works and the CIA that was just used revealed publicly for the first time. Naturally its reported capabilities far exceed the known public state of the art. The note is relevant, so it's very, very interesting, but good stuff. All right, let's go over to Aaron.

Yeah, so. So going through, I think it's worth pulling up the actual model card here so we can have it on the screen. But they break out Muse Spark thinking against Opus4.6, Max Gemini 3.1 Pro High GBD 5.4x High and then Grok 4.2. And the way that they position it, it looks. There was of course some people saying that it was a somewhat of a chart crime. But if you look, when you basically look at the top and you see that Musespark gets an 86.4 and it's in blue, and then you look over and it's outperforming all the other models on that benchmark. You just sort of assume that like the highlighted blue means that it's outperforming. Yeah, but it's not Frontier at mmlu because there's a bunch of them as you get further and further down. So like ARC AGI 2 Muse Spark dramatically underperforms. Oh, interesting. The other leading models. Yeah. And there's again a number of others where there's plenty where it's overperforming. There's plenty where it's underperforming. I, of course we started asking IT jokes right away. So I'll pull up the joke. I said, tell me a joke. Okay. And it said, gotcha, here's one for you. Why don't skeletons fight each other? They don't have the guts. Okay. But then it doesn't even let me react. It just says, want a different vibe? I've got dad jokes, nerdy ones, or Malibu appropriate surf puns too. And so I'm like, wait, why would you think I want Malibu appropriate surf puns? If you look in your previous chats. I have no previous chats. No previous chats. What about. Because Meta AI calls Instagram. So when you search on Instagram, sometimes that prompts llama or previous. Yeah. So I'm trying to get to the bottom, right? Like this feels like an oddly specific type of joke to ask me. And so I said, why would you think I want Malibu appropriate surf funds? Haha. Fair call. Toss that in without you asking for it. I try to mix in different flavors of jokes and surf puns just popped into my head as a random option. No special reason behind it. I just said I don't believe it was random. And it says, you got me, you got me. It wasn't my smoothest moment. But then it denies it again. Weird. It says it's just like, what kind of joke do you actually want? No hidden motives here. I said, you Gave a hyper specific example based on my life. So I have to assume you were looking at my location on her account for inspiration. I get why that felt weird. I'm sorry it came off that way. And then it denies it again. You're clearly lying. I mean, you have talked about being in Malibu on the Internet for a full year. It's possible it got baked into the pre training or something. I don't know. Maybe. Yeah, this also, I mean, that feels like. But when I said what can you tell me about myself? You said, I don't actually have access to personal details about you beyond what you share with me right here in this chat. That's very odd because the whole thesis of personal super intelligence should be, hey, we're the best model that actually does plug into your entire life and your DMs and your Instagram and your likes and your preferences and everything that you have done across Meta platforms for a very long time. We're gonna bring that in a really fun and delightful way. And telling a joke that is tailored. I used to get jokes like that where I would ask for a joke and it would be. I've talked about this. It would be something like oddly specific about my car. And I was like, I don't. That doesn't actually make the joke better, but it's cool that you're remembering. This whole personalization boom happened last year. I get those about like aws. Really, like specific services. Oh, because you've been like querying. Yeah, because I was just using when I was like debugging stuff. Yeah, yeah, but so I ran my favorite benchmark. Yes, yes. How do you do it, by the way? Noah. Noah Hirschfeld said, doesn't know your name. I said, what's my name? I don't know your name unless you tell me. Smiley face. It definitely knows your name. But yeah, I mean, what is personal superintelligence if it doesn't even know your name? Like that feels like they haven't dialed in the, the, the, the, the harness or whatever the tuning is to actually. Yeah. And of course like Meta is going to be hyper aware. We don't want a PR cycle. Yeah, yeah. Like they trained on your data, right? Like everyone's been, oh, that ad was a little bit too close to home. And you remember every, every once in a while one of those, like a screenshot that's been screenshot like a thousand times, like goes viral and it's like, I do not give Mark Zuckerberg per. Oh yeah, yeah, yeah, yeah. Like that works. Y. Hilarious. This is.

Is that going to be a permanent thing or do you think Apple can just adjust there? Well, I think the problem with Apple, I mean this is a sort of perennial issue with Apple is their culture is one of just absolute control. And I think that we have reached this inflection point where if I've got my MacBook in my lap, I can open it up, I can download any app I want, I can open Terminal, I can do all kinds of crazy mods. But the second that that form factor fits in my pocket, all of that freedom goes away. And I'm living in sort of North Korea in terms of what I can do with my, with my stuff, with my property. And so I think the, you know, this is, you know, sure I could launch something in Testflight if I want some kind of little bespoke, you know, training app or something. But God forbid if I want to share it with friends or I want to, you know, make some money because I've created sort of a differentiated product that's actually interesting that people want. I've got to pay this ridiculous vig to Apple for them. It's actually about, the reason they want control is because it's about App Store revenue. Also they have competing products, it's an anti competitive thing because they've got xcode and they've got their own dev tools that they're starting to roll out their own live coding services. The longer that they can delay and slow roll both the developers and the tools that allow the Vibe coders to create software. So your theory is that they want to basically make their own version of replit or anything that they have total control over and they can make the argument, they could probably make the argument that this is better for users, it's more secure, it's better for privacy, less malware risk, whatever it is. But they, yeah, anyways, I mean they give you, there's already like, they give you like pretty meaningful autonomy over like shortcuts and other things like that. It's not that unbelievable that they would want to actually make something here. But, but it's like embarrassing like I mean Syria is embarrassingly stupid. We've had sort of LLM consumer facing services like you know,

To play around with. Yeah. So. So going through, I think it's worth pulling up the actual model card here so we can have it on the screen. But they bit break out Muse Spark thinking against Opus 4.6Max Gemini 3.1 Pro High GBD 5.4x High and then Gro 4.2. And the way that they position it, it looks. There was of course some people, some saying that it was somewhat of a chart crime. But if you look, when you basically look at the top and you see that Muspark gets an 86.4 and it's in blue and then you look over and it's outperforming all the other models on that benchmark. You just sort of assume that like the highlighted blue means that it's outperforming. Yeah. But it's not Frontier at mmlu because there's a bunch of them as you get further and further down. So like ARC AGI 2 Muse Spark dramatically underperforms. Oh, interesting. The other leading models. Yeah. And there's again a number of others where there's plenty where it's overperforming. There's plenty where it's underperforming. I, of course we started asking IT jokes right away. So I'll pull up the joke. I said, tell me a joke. Okay. And it said, gotcha, here's one for you. Why don't skeletons fight each other? They don't have the guts. Okay. But then it doesn't even let me react. It just says, want a different vibe? I've got dad jokes, nerdy ones, or Malibu appropriate surf puns too. And so I'm like, wait, why would you think I want Malibu appropriate surf puns? If you look in your previous chats, I have no previous chats. No previous chats. What about. Because Meta AI calls Instagram. So when you search on Instagram, sometimes that prompts llama or previously. Yeah. So I'm trying to get to the bottom. Right. Like this feels like an oddly specific type of joke to ask me. And so I said, why would you think I want Malibu appropriate surf funds? Haha. Fair call. Toss that in without you asking for it. I try to mix in different flavors of jokes and surf puns just popped into my head as a random option. No special reason behind it. I just said I don't believe it was random. And it says, you got me. You got me. It wasn't my smoothest moment. But then it denies it again. Weird. It says it's just like, what kind of joke do you actually want? No hidden Motives here. I said you gave a hyper specific example based on my life, so I have to assume you were looking at my location for inspiration. I get why that felt weird. I'm sorry it came off that way and then it denies it again. You're clearly lying. I mean, you have talked about being in Malibu on the Internet for a full year. It's possible it got baked in the pre training or something. I don't know. Maybe. Yeah, this also, I mean, that feels like. But when I said, what can you tell me about myself? I said I don't actually have access to personal details about you beyond what you share with me right here in this chat. That's very odd because the whole thesis of personal super intelligence should be, hey, we're the best model that actually does plug into your entire life and your DMs and your Instagram and. And your preferences and everything that you have done across meta platforms for a very long time. We're gonna bring that in a really fun and delightful way. And telling a joke that is tailored. I used to get jokes like that where I would ask for a joke and it would be. I've talked about this. It would be something like oddly specific about my car. And I was like, I don't. That doesn't actually make the joke better, but it's cool that you're remembering. This whole personalization boom happened last year. I get those about like aws. Really, like specific services. Oh, because you've been like querying. Yeah, because I would just use them when I was like debugging stuff. Yeah, yeah. But so I also ran my favorite benchmark. Yes, yes. How did you do, by the way? Noah Hirschfeld said, doesn't know your name. I said, what's my name? I don't know your name unless you tell me. Smiley face. It definitely knows your name.

That is new or vibe coded. Maybe it'll come in a boom in video games. But how have you been tracking? I mean I'm sure you see this at yc, just the growth of broad app development. Yeah, I mean, I think I would almost kind of take a step back. It sort of reminds me of when I first started geeking out on the Internet like 25 years ago where you saw the rise of what you see is what you get HTML based or browser based HTML editors that allowed anybody, that democratized the process so anybody could create a web page or a website. Now we have tools that allow anybody to create a web service or an app. The difference though between now and 20 years ago is that today we have basically these, these two bottlenecks in the form of Apple and Google that sit between the creation and the potential users of those services. The Apple App Store is basically like the worst DMV in the world. And so we're seeing not only sort of, and you know, there's reports all over X about this, but if you just barely kind of look around for it, you're going to encounter lots of folks that are trying to develop apps and services that are not being accepted or getting kicked out. And then it's not only that kind of like app layer, it's sort of the layer up of the tools like replit and anywhere that are facing, you know, the inability to update their apps. And so it's a real problem. Yeah. What, when you say the worst DMV in the world are you actually referring to? We saw a chart.

Is that going to be a permanent thing or do you think Apple can just adjust there? Well, I think the problem with Apple, I mean this is a sort of perennial issue with Apple is their culture is one of just absolute control. And I think that we have reached this inflection point where if I've got my MacBook in my lap, I can open it up, I can download any app I want, I can open Terminal, I can do all kinds of crazy mods. But the second that that form factor fits in my pocket, all of that freedom goes away. And I'm living in sort of North Korea in terms of what I can do with my, with my stuff, with my property. And so I think the, you know, this is, you know, sure, I could launch something in Testflight if I want some kind of little bespoke, you know, training app or something, but God forbid if I want to share it with friends or I want to, you know, make some money, because I've created sort of a differentiated product that's actually interesting that people want. I've got to pay this ridiculous vig to Apple for them. It's actually about, the reason they want control is because it's about App Store revenue. Also they have competing products. It's an anti competitive thing because they've got xcode and they've got their own dev tools that they're starting to roll out their own live coding services. The longer that they can delay and slow roll both the developers and the tools that allow the Vibe coders to create something interesting. So your theory is that they want to basically make their own version of Replit or.

And now we have tools that allow anybody to create a web service or an app and so the difference though between now and 20 years ago is that today we have basically these two bottlenecks in the form of Apple and Google that sit between the creation and the potential users of those services. The Apple App Store is basically like the worst DMV in the world and so we're seeing not only sort of and you know there's reports all over X about this but if you just barely kind of look around for it you're going to encounter lots of folks that are trying to develop apps and services that are not being accepted or getting kicked out and then it's not only that kind of like app layer it's sort of the layer up of the tools like Replit and anywhere that are facing the inability to update their apps and so it's a real problem. Yeah when you say the worst DMV in the world are you actually referring to we saw a chart where the number of.

I'll pull up the joke. I said, tell me a joke. Okay. And it said, gotcha. Here's one for you. Why don't skeletons fight each other? They don't have the guts. Okay. But then it doesn't even let me react. It just says, want a different vibe? I've got dad jokes, nerdy ones, or Malibu appropriate surf puns too. And so I'm like, wait, why would you think I want Malibu appropriate surf puns? If you look in your previous chats. I have no previous chats. No previous chats. What about. Because Meta AI calls Instagram. So when you search on Instagram, sometimes that prompts llama or previously. Yeah. So I'm trying to get to the bottom, right? Like this feels like an oddly specific type of joke to ask me. And so I said, why would you think I want Malibu appropriate serf funds? Haha. Fair call. Toss that in without you asking for it. I try to mix in different flavors of jokes and surf puns. Just popped into my head as a random option. No special reason behind it. I just said I don't believe it was random. And it says you got me, you got me. It wasn't my smoothest moment. But then it denies it again. Weird. It says it's just like what kind of joke do you actually want? No hidden motives here. I said, you gave a hyper specific example based on my life, so I have to assume you were looking at my location for inspiration. I get why. I get why that felt weird. I'm sorry it came off that way. And then it denies it again. You're clearly lying. I mean, you have talked about being in Malibu on the Internet for a full year. It's possible it got baked into the pre training or something. I don't know. Maybe. Yeah, there's also. I mean that feels like. But when I said what can you tell me about myself? I said I don't actually have access to personal details about you beyond what you share with me right here in this chat. That's very odd because the whole thesis of personal super intelligence should be, hey, we're the best model that actually does plug into your entire life and your DMs and your Instagram and your likes and your preferences and everything that you have done across meta platforms for a very long time. We're going to bring that in a really fun and delightful way and telling a joke that is tailored. I used to get jokes like that where.

I see a larger appear on the horizon. You're surrounded by journalists. Hold your position. Overnight success the place maker 3000. Double blaze. Right, That's misinformation. Clearing order in. Let's just roll. We are surrounded by General, hold your position. Come get up. Trust the experts. Vi Cook we are excellent. Founder. Five code. I see multiple journalists on the horizon. Standby Expert set free UAV online. Glenns. Double blue. Triple glaze.