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Trade for the bylaw. Federal trade between the US And China. And we're going to talk about the board of Investment that will be responsible for investment in non sensitive areas. That's a lot of jargon. Look, being purple.

A dog robot workshop. Exactly, Exactly. There's a certain aesthetic to the political attack ad that we all know and love, and no one has taken that and appropriated it as a form of marketing, so. Greenfield opportunity over there. Well, the research startup from the XAI co founder is called river AI. I. I like that name. I think that the drop the AI, the recursive general intelligence, applied intelligence, accelerated intelligence. There's one that's like indescribable, ineffable intelligence. Like, it was getting a little crowded in that namespace. River. River just sounds good. I like it. I think it's a good name. How about. Anyway, conventional. Conventional intelligence. Conventional intelligence. Midwit intelligence. No one, you know, mid curve intelligence. Yeah, you do sort of have, like, you know, more left leaning AI labs. More right leaning AI labs. There's no. There's no, like, you know, good old boy Southern intelligence. Like a model that's explicitly trained to focus on, like, a cold beer, a lifted truck. That's true. You know, getting your boots in the mud. That's true. Like, kind of like country intelligence. Country intelligence. Country intelligence. Country intelligence is not where it just constantly can't stop talking about cold beer. Yeah, yeah. Like, it'll. It'll just slip in like cold beer on a Friday night. You did great on that task. Why don't you have. You deserve a cold beer. No one's working on country intelligence. It just can't stop. It just. It. It's like. Like goblins. Right? Or telling you to go to bed. It's like. It just is. Like, how about that new F150? Yeah. It's like, what does that have to do with what we're working on? Yeah, exactly. It's like Dario talks about having a country of gen geniuses in the data center. I want country geniuses. What about a Country of Ford F150s in a data center? Exactly. I want country geniuses.

To the political attack ad that we all know and love. And no one has taken that and appropriated it as a form of marketing. So. Greenfield opportunity over there. Well, the research startup from the XAI co founder is called river AI. I like that name. I think that the drop, the AI, the recursive, the general intelligence, applied intelligence, accelerated intelligence. There's one that's like indescribable, ineffable intelligence. Like it was getting a little crowded in that namespace. River. River just sounds good. I like it. I think it's a good name. How about anyway, conventional. Conventional intelligence. Conventional intelligence. Midwit intelligence. No one, you know, mid curve intelligence. Yeah. You do sort of have, like, you know, more left leaning AI labs. More right leaning AI labs. There's no. There's no, like, you know, good old boy Southern intelligence. Like a model that's explicitly trained to focus on, like, a cold beer, a lifted truck. That's true. You know, getting your boots in the mud. That's true. Like, kind of like country intelligence. Country intelligence. Country intelligence. Country intelligence is an opportunity where it just constantly can't stop talking about cold beer. Yeah, yeah. Like, it'll just slip in. Like cold beer on a Friday night. You did great on that task. Why don't you go have a cold beer? Why? You deserve a cold beer. No one's working on country intelligence. It just can't stop. It just. It's like goblins, right? Or telling you to go to bed. It just is. Like, how about that new F150? Yeah. What does that have to do with what we're working on? Yeah, exactly. It's like Dario talks about having a country of geniuses in the data center. I want country geniuses. What about a Country of Ford F150s in a data center? Exactly. I want country geniuses.

Did you see the new feature that Meta launched on Instagram Reels or Instagram something or other it's called. It's in the DM tab and it's called like Instance. Disappearing photos. No viewer list. Reactions and replies are private. So they made something that's like more disappearing than stories, I suppose. So you can click through this stack of Instance. And the whole idea that Adam Mosseri was pitching was that they launch a product. It's very authentic. This was the original Instagram. It was like, oh, photos of the run clubs, right? And just like photos from your life, people would just hard post them on the grid because that's all there was. Then Snapchat came out with Stories, and all of a sudden Stories were more ephemeral. And Instagram, of course, clone stories into the top feed with all the circles. But then those became places that were monetized and places where people more thoughtful about what they posted there. And so you wound up with this. Again, the same anxiety over, are you going to post that photo? Is it polished enough for the Stories feed? And so by launching Instance, Instagram's trying to rebuild that casual sharing of their user base so that people don't just purely consume or pick between do I never post or do I go full editor, professional camera set up, scripted like full post? Because that's what's happened to Stories. Everything is very, very calculated. But I don't know. Another reason to be bullish on Instagram. Ben Thompson had a bunch of takes about why he's a perma, perma bull for Meta is that every pixel of their entire family of apps is monetizable. They just have to choose to monetize them. And he opines that Mark Zuckerberg has never been that interested in ads. He likes products, he likes new technology, but he's willing to post some ads to serve his other interests. Yes, yes, he's been fantastic at launching ads and monetizing and everything's going well, but it just feels like it's not the core. Like there are some CEOs that would get up every day and say, not just Senator, we sell ads, but every day on the or every quarter on the earnings call, talk about only ads and say, oh, the VR thing, yeah, we'll address that when we can advertise in it. Because we are an advertising company. That hasn't always been the ethos of Meta, for better or for worse. But what else is in the timeline?

The response to their Capex guide. He did this with Google during the ChatGPT post. ChatGPT. Did you see the new feature that Meta launched on Instagram? Reels or Instagram something or other? It's in the DM tab and it's called Instance. Disappearing photos. No viewer list. Reactions and replies are private. So they made something that's like more disappearing than stories, I suppose. So you can click through this stack of Instance. And the whole idea that Adam Mosseri was pitching was that they launch a product. It's very authentic. This was the original Instagram. It was like, oh, photos of the run clubs, right? And just like photos from your life, people would just hard post them on the grid because that's all there was. Then Snapchat came out with stories, and all of a sudden stories were more ephemeral and. And Instagram, of course, clone stories into the top feed with all the circles. But then those became places that were monetized and places where people were more thoughtful about what they posted there. And so you wound up with this. Again, the same anxiety over, are you going to post that photo? Is it polished enough for the stories feed? And so by launching Instants, Instagram's trying to rebuild that casual sharing of their user base so that people don't just purely consume or pick between do I never post or do I go full editor, professional camera set up, scripted like full post? Because that's what's happened to Stories. Everything is very, very calculated. But I don't know. Another reason to be bullish. On Instagram, Ben Thompson had a bunch of takes about why he's a perma bull for Meta is that every pixel of their entire family of apps is monetizable. They just have to choose to monetize them. And he opines that Mark Zuckerberg has never been that interested in ads. He likes products, he likes new technology, but he's willing to post some ads to serve his other interests. Yes, yes, he gets been fantastic at launching ads and monetizing and everything's going well, but it just feels like it's not the core. Like there are some CEOs that would get up every day and say, not just Senator, we sell ads, but every day on or every quarter on the earnings call, talk about only ads and say, oh, the VR thing, yeah, we'll address that when we can advertise in it. Because we are an advertising company. That hasn't always been the ethos of Meta, for better or for worse. But what else is in the timeline that you want to go through Jordy. Another from High Yield.

There have been rumors about a bespoke Ferrari project dubbed the F44, which was supposed to be a modern V12 powered manual shift tribute to the legendary F40. It's allegedly been scrapped. It's still only in the rumor it's been potentially canceled. But do you think that would work? Do you think that would be successful with him still racing him still, you know, in the throes of his career? Would he need to retire? Would he need to. Would this need to be like a posthumous tribute at some point? What do you think it takes for a Lewis Hamilton Ferrari special edition car to be successful? I think you would have to win a championship with Ferrari. Yeah. Otherwise. Okay. Hmm. Can't just. Or a farm with Kim K on 80s vibe reels. You've seen that video, right? Yeah. So, so sick. It's such a. I think you gotta win. You gotta win. Well, what else is going on? Is there anything else? We talked about a lot of this stuff. There's some bigger articles, but we can get to them tomorrow. All the longer articles we need to get to 2014 Nissan Murano Cross Cabriolet for nine grand. It's only. Only has 116,000 miles on it and one accident. How are you modifying it for the TVPN edition? You got a four owner 2011 with 109,000 miles for eight grand. I mean these things are a store of value. I think we're actually kind of at the bottom of the J curve and we'll start seeing it tick up from here. Well, there's one more post here we should go through. There might be a few YouTubers be like, wake up at 4am and run. That's alpha. No it's not. Look at apex predators. They're all lazy. Bears hibernate, lions sleep all day. You know who wakes up at 4am and runs? Squirrels. Don't be a squirrel. Hibernate. Sleep all day, Work like a lion. Naval Ravikant said it best. Yeah, it's good advice. But depending on where you're at in life, sometimes you do have to wake up early. Sometimes you gotta wake up early and you gotta work really hard. Yeah. But 4am Maybe not always optimal. Depends on your flow. But in general, I think the YouTubers that say like, get some energy in your life. I heard one of these inspirational guys talking about like, if you want something, you need to use more of it. If you want more of something, you need to use more of it. So if you want more energy, you have to use more energy. If you want more muscle you have to use more muscle. And it was sort of pithy. Doesn't apply to everything, but sort of. You gotta spend money to make money. Yeah. The issue is, if you wake up late, you don't get to start winding down when the sun goes down. You haven't earned it yet. Oh, sure, sure, sure. Night owl mode. Some people go night owl mode. Night owl mode. Some people go squirrel mode, some people go bear mode. Just depends. To each their own. I like this cartoon from DLIP Rao in Context Learning and LLMs. Tyler, you can probably explain this. So the man walks out with his robot to paint the fence, paints two full planks, starts painting the third plank, gives the paint bucket to the robot and says, continue. The robot says, got it. As you scroll down, what did the robot do? Repeated the patterns perfectly. Not painting, the third thing. Doesn't generalize. Doesn't generalize. Joke, I guess. Do you think this is possible? Do you think this is solvable? Yes. What time. What time do eagles start hunting? What time do eagles start hunting? I don't know. Just after sunrise. Just after. What time do sharks start feeding? Just after sunrise. Dawn. Dawn. Okay. Okay. So do you. If you want to be a shark or an eagle. Okay. Get up and get after it. Wow. So what is pe? Penis enhancement. Andrew Reed says, send this to all your private equity friends immediately. What is. Because they asked, what is pe? Yeah. And he says something that's uncouth. All right, well, that's a great place to end it. Yes. Is the flashbang working? Yeah, I think so. Thanks for hanging out. Yeah. It's been a really classic show. This feels like a Fall 2024 A Great show episode. We hope you enjoyed it. Leave us five stars on Apple, Podcast and Spotify. Sign up for a newsletter tvpn.com have a wonderful Monday weekend. Another flashbang. Goodbye.