LIVE CLIPS
EpisodeĀ 6-1-2026
Oscar. And if you let it like a nature document, I mean, I mean you could have a movie that you have a separate volume button for. Like I want G rated because I don't want to get, I don't want to get spooked. I don't want to get too spooked. I somehow think that would break the. Break the experience. Anyway, lots of fun, lots of new projects coming. Well, thank you so much. Great to meet you, Bernie. I'm excited to see your new project. Yeah. Come back on the show when you launch it. I'd love to talk more. Happy to. Looking forward to it, guys. Fantastic. We'll talk to you soon. Have a good one. We have some more updates from Sam Sulek. He says Hollywood isn't losing, it's teaming up. YouTube creators are no longer outsiders. They're the next franchise. Gatekeepers are gone. Discovery happens on YouTube now the best stories and the biggest audiences are moving into theaters. Wise words. Wise words. He also weighed in on startup tattoos. We have another one here. Sam Sulek hot take. This is a whole format now. The Sam Sulek hot take is, is going viral in his young LA tank top here. You don't need to get your startup logo tattooed. Even if you are an early employee. You do not need to work 24. Seven over. Training reduces performance. Most of the time you're not working on the Manhattan Project. He continues. Fun times. Also, Sam Sulek's very First post on X5000 likes 260,000 views. Just him with a fish. Check this thing out. It's beautiful. Catfish. Check this thing out. Looking good. Dream guest. People ask us, yes, this would be a good dream guest. Hands down, Sam Sulek. Sam Sulek on AI hyperscalers. The build out capability overhead. He's been working on a build out for years. He's going fantastic. Some of these AI CEOs could learn a little thing or two from him. That's true. That's true. Build out yourself before you build out that data center approval rating. You're worried about build out. You're worried about the wrong. Worried about that. You're worried about the energy bottleneck. You should be worried about a protein bottleneck. Exactly. Your own protein shortages. Protein is the energy of your muscles. Well, we can close with Will Menaitis. He says, I don't think any of you understand what is about to happen in the market. We are about to live through the craziest five year run in Techno Capital history. God help us all. I pray that when the judgment comes, he can see all that we did to ensure efficient price discovery. Well, he's bullish. He's lived extremely bullish recently, which I don't know if that's bullish or him being bullish. Bearish. If he's bearish, you should be bullish. Be bullish when other people are bearish. Be fearful when other people are greedy. Who knows? Do your own research, make your own decisions. Just do it on public. Adam Faes also hired a sketch artist for a party. He said, I'm so tired of how many experiences of my life have been now been taken over by phones and content. So for my birthday party this year, I told my friends to leave their phones at home and had a sketch artist capture the night instead. Thought this was very, very cool. Wildly different and like all of these can be printed or framed. I mean, I guess they're physical pieces of art, but they could also be replicated for the partygoers. Very, very cool. Analog. This is why vinyl records are at an all time high. There is demand for both the content Barbell. This is very cool. The slop and the artisanal handcrafted sketch artists from Adam Faze. Very, very cool. I had the pleasure of running into Adam on the street in New York last week when I was getting coffee. I ran up to him with my camera and I said, hey, sir, what do you do for a living? What do you do for a living? Was he amused? Mildly. That's what you aim for. I was more amused by my own bit. Anyway. Oh, last thing. Arena magazine. Arena magazine is dropping issue number 008 at sea. They're covering deep sea mining, shipbuilding, undersea cables, maritime autonomy, autonomy, island building, American sea power and so much more. Best enjoyed near a body of water with a cold drink in hand. Shipping to subscribers now. Go check it out. Aria Mag, one of our favorites. You can subscribe to get the issue@ Arenamag.com we love the folks over there. So much more to talk about. But we will see you tomorrow at 11am Pacific. Have a great rest of your day. Have a great week. And it's June. Leave us five stars. It's June. You see that, John? Yeah, it's June 1st. What was surprising about that? We said that on the intro. I know. I mean, it's just crazy to see it. It's June. It's June. Another month. Time flies. Another month. When your podcast leave us five stars on Apple podcasts and Spotify. Sign up for their newsletter tppi.com, and we will see you Been an honor tomorrow. Flashbang.
With great customer service, there's a whole bunch of IPOs going out. SpaceX anthropic OpenAI if you're on public, you want to make sure that you don't go and buy the wrong ticker, because apparently people are doing this. On WallStreetBets. Somebody claimed to put $129,000 to work in SpaceX IPO. They wound up buying Virgin Galactic by mistake. That's a different company. But the Virgin Galactic stock is mooning on the rumors of SpaceX's IPO or imminent war. Virgin Galactic has the ticker SPCE sounds a lot like SpaceX to me. Yeah, fortunately, this guy, I mean, hopefully he helped. I think the comments came in because he'd be up 126%. It's still up. Who knows? Maybe there's a comeback for Virgin Galactic. That would be very cool. I mean, I think a lot of. I don't know what will happen to the rest of the space economy. Potentially. There's more capital for SpaceX, more competition, more demand for a duopoly. If you're a wireless carrier and you don't want to be locked into Starlink exclusively, and so you want to get an ASTS working for you, and you continue to back that, or if you are a company that needs to launch satellites into space, you are helping Blue Origin and Rocket Lab continue to chop down the wood that they need to do to get to space regularly. And so that's actually bullish. Or maybe they just eat it all up, who knows? Tyler says, yo, we just got an ad read. Just made my day. We love you guys. Kyle Kuzma friend of the show Guest.
Over to YouTube and Hollywood. Breakout news in Hollywood. YouTubers winning at the box office. YouTubers finally breaking through to Hollywood feels super long overdue. Ben Thompson had a good victory lap post because he predicted this all the way back in 2017. It took a decade to get here, but YouTubers are fully in control of Hollywood. And there's a bunch of crazy statistics, but 2026 really is the year that Hollywood and YouTube finally. It feels like they found a way to work together in perfect harmony. It honestly seems win win here, not total disruption. Yeah, right. No, no, Collaboration. Actual collaboration. And so, I mean, we all know Hollywood's been faced with a ton of challenges. I was just listing them off, off the top of my head. What's this? Trey says a TVPN without ads is like a human without a heart. Couldn't say it better myself. I was. Ryan says calling in TV to the waiting room and not the restream waiting room was a crime. Yes, that's true. So I was just listing off like all of the challenges that Hollywood has faced over the past couple decades. And it's so bad. It's piracy. Like you used to just be able for all through like the mid 2000s, people would just download movies. Then better TV shows. Like TV just got so much better that that really took a lot of gas out of Hollywood because it used to be if you wanted something cinematic, you had to go to the theater. And then Game of Thrones came out and all of a sudden tv, we went through like the era of great TV streaming. Obviously that moved a lot of people out of theaters. Covid that shut down the movie industry entirely. There were strikes, the double strike. Writers and directors strike. And a whole bunch of other strikes that went on. There was competition from other production markets, lower cost and that, you know, that can sometimes help certain elements of Hollywood, but it also hurts Hollywood, the physical place. Yeah. Mean, meanwhile. Yeah, streaming just created the such a massive boom in spending on like a bunch of random projects. Not necessarily like, you know, block like blockbusters, but just like every platform needed more content and there was a lot of competition. Yeah. And so throughout all of that, there was sort of a silver lining. I mean, the streaming thing is a big one of that. That there were jobs and projects that were getting greenlit on streaming platforms, but also just the creator economy. Like, even though the number I was looking at, the number of like shoot traditional Hollywood shoot days in Hollywood, it's fallen off a cliff post Covid never fully recovered. But the number of people working in front of the Camera, behind the camera, around the camera in broadly has obviously gone up 3 throughout the creator economy boom. And so this was always unsatisfying to cinephiles though, because no matter how viral a TikTok goes or no matter how much money MrBeast or some other creator makes, it never feels as culturally important as the Godfather or some other or the Titanic or some movie that everyone comes together, everyone has the shared cultural experience around. We were all in these little bit of these isolated niches. Yeah, I'm really into this creator, but anytime I try and bring it up to anyone, they don't know what I'm talking about. Our moment is I see a meme starting to grow and I tell you, I make the call to you and then we just kind of bet on it, basically. But even those, it's very hard for them to break out to such a degree that you can bring it up to anyone. Your little nephew or your, you know, you know, uncle. And they both have an understanding like they did during the Titanic era, like they did during the Godfather era, like they did during Star wars, which is at the center of this story because the Mandalorian and Grogu is the latest Star wars project and it's actually been declining in the box office. It's been eclipsed and there's been three movies that have been really, really breakout performances. So also the Oscars are going to be streamed on YouTube in 2029. It feels like by 2029 this whole trend is going to be in full force. So look at the stats. So Kane Parsons backrooms opened to roughly 81.5 million in North America and 115 million worldwide on a $10 million budget. Reportedly Curry Barker's obsession climbed is climbing in his third weekend and hit 104 million, 104.7 million domestic, becoming focus features highest grossing domestic release from a movie widely reported to have cost around 1 million. That seems. And right now on X, every single day. Yeah, there's a post that goes viral about obsessions return on their budget. Yeah, they're like this million dollar film. Yeah. You know, it's just happening over and over and over. Yeah. And then. And so like the business story to me is like way more. I mean is everything. Definitely, definitely. And then we also talked about this earlier and it's sort of looped in with this. But Markiplier, another YouTuber released Iron Lung, which he financed himself $3 million production budget reportedly and opened to 18.2 million domestically before grossing 41.1 million domestic, 51.2 million worldwide, huge return on investment. And so it's easy to point to these as sort of the story is YouTuber with a big audience just converts that audience into ticket sales. But that's not exactly, it's not really that clean. And there's a bunch of counter examples. So are you familiar with Ryan's World? Ryan's World is this massive kids YouTube channel. Oh, is it like a toy unboxing? Yeah, yeah, yeah. Ryan would unbox toys and it became a huge, huge channel and they actually made Ryan's World the movie Titan Universe Adventure. But it grossed only $624,000 on something like a $10 million budget. And so he wasn't able to convert that audience directly over. And I think with someone like Ryan Young, was he encouraging children to take their parents keys and wallet and just go down to the movie theater? Because that's part of the issue with, with, with these channels and monetizing them is there's somewhat of a, there's a disconnect between the audience and who the actual like buyer is. The person that controls purchasing power in the household. So you might have like an 8 year old kid who loves these video. Anytime they actually want to act on the content, they have to. There's a translation step sometimes that can work though. You know, you see the advertisements of the toy on the cereal box and the kids demand the toy. Daniel says ads back. The world is healing. Let's hear an ad. Okay. 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. Thank you everybody. Okay, so what is different about Backrooms, Obsession and Iron Lung is that the filmmakers had, they'd shown they didn't just have huge audiences like some of these. Markiplier is a truly large creator, but the folks behind Backrooms and Obsession are in like the single digit millions alone. If they didn't have the creativity, if they didn't have the risk taking abilities to actually produce something that could sort of, you know, draw attention in theaters, I don't think they could have just converted their subscribers over like the conversion rates just don't match up. Because if you're on 1 million subscribers and you did 100 million in box office, the math just doesn't match up. Did some, did everyone, did all of your subscribers go see it five times and make $20 each time? No way. Like that's not what happened. Yeah, so this like the idea of like this creativity risk Taking new ip. This is like at the core of of Hollywood. I was reading the Hollywood Reporter, they were saying like this harkens back to like the 1970s George Lucas first film. Ben Thompson has a great analysis that we can read through. But these creators aren't just big influencers with millions of fans. They do have big audiences, but they also stand above their peers in terms of artistic vision. So Curry Barker had a YouTube sketch channel called that's a Bad idea, where he learned how to quickly and effectively write, act and edit for a tight audience feedback loop. Backrooms has a similar story. Kane Parsons, who goes by Kane Pixels, produced his original series the Backrooms in Blender and After Effects. And the Internet myth had laid a bit of the groundwork. And we can go into some of the lore of Backrooms. It's a very fascinating story. It all started with a single image of a furniture store that was being renovated at the time. And that picture just went viral and just kept building lore and, and became one of these creepypastas and then eventually turned into his YouTube series, which turned into this film. And it's one of these very interesting origin story behind a piece of intellectual property. Typically you don't see just a random image go viral and become a movie, let alone a successful movie, but here we are. And so Markiplier, he did have an objectively huge audience, as I said, but he still went Full stack when he was producing Iron Lung. He even talked about building a server rack in his bathroom so that he could render VFX shots on a faster turnaround. He had a VFX studio, but he was taking too long to go back and forth. And so he racked a whole bunch of servers and had a big electricity bill and put 220 volt outlets like it's an electric car charger in his bathroom, all so that he could render like the blood splashing in his film on a faster turnaround. And so this is sort of like this, like the YouTube feels like creating on YouTube feels like a way to attract an audience, but it also feels like a way to demonstrate your do sort of like a talent audition as like a Full Stack creator. Like I understand the color grade, the vibe, the sound design, and I can have opinions on all of that when I go into production. So it's an easier project to underwrite if you need that. Markiplier was able to fund it himself, but the other folks did have partners on their projects. Being able to create something engaging for social media. Virality is probably somewhat important to creating a Film that works in theaters. I think there is some stuff that translates. We're seeing this with the sort of like youtubication or retention editing on Netflix. But I think the bigger value is being like a full stack filmmaker. So gone are the days of showing up to Hollywood with a manuscript and just expecting the studio to do the rest for you. I think that the traditionally segmented teams on productions are simply too expensive to be deployed on anything but existing ip. So the dedicated writer, the dedicated cinematographer, the dedicated sound designer that'll show up for the Mandalorian and Grogu because they know that there's a certain amount of people that will just see every single Star wars movie. But to take a risk on new IP from a new creator, you have to understand that that creator is going to be able to leave their fingerprints and actually drive every piece of the production. Yeah. How do you, how do you think the big studio execs are processing, you know, these two, these two films? Because you would think, okay, movies are a hits driven business if you have $100 million budget, like thinking about it, like if you're an early stage investor, like super early stage seed Series A and you have $100 million to invest, like sometimes the best move would be putting $100 million into one team. But there's a reason that people say like, hey, we're going to make 20 to 30 investments across this fund, maybe, maybe more depending on the strategy. They're doing a lot more films. Yeah. And so, and so it feels like it makes so much sense because one film can generate the entire fun return, can be a fun returner. But at the same time, is it studio execs that just love the rush of just like doing a big deal? Right. Is there some, as opposed to not basically like direct financial incentive where there's just the status associated with putting together like a blockbuster. I don't know. I do think we will see more $10 million films, more lower budget films, but I don't know. It feels like there's definitely a certain breed of Hollywood executive that their, their whole skill set is aligned to. How can we put 100 million, 200 million to work and actually guarantee a return on that? So they're going to be working on the Avatars and the Marvel movies and the DC movies and the Harry Potter movies. But for the next generation, that track feels like very much bought in. So there are already more of these sort of like YouTube adaptations in the works. One is from Wesley Wang who went viral for a interestingly obsession and backrooms are both horror films, which are notorious for being cheap to produce and potentially very high return. He went viral for a non horror YouTube short called Nothing Except Everything. Tristar picked it up with Darren Aronofsky's Protozoa producing and Wang set to adapt it as writer director. And then there's also the much sillier but extremely viral Skibidi Toilet, which was created by Alexei Gerasimov in 2023. And that project has been going back and forth, but reportedly Michael Bay was attached. At one point. They were thinking maybe TV show, maybe movie. But that, as silly as that sounds and as ridiculous as that series is, it did build, like a little bit of a lore world. It captured a lot of people's fascinations and the numbers are really staggering. There is a little bit more nuance there because on the IP side, because it was created in Source Filmmaker, which is basically like Half Life or Counter Strike. So you design the level and then you can move the camera around through that. He didn't use Blender and he didn't shoot it with a camera. He actually made the whole series in a video game. And a lot of the assets pull from Half Life 2 or Source. And so if you want to maintain that, you have to go do a deal with Valve, which is a private company owned by Gabe Newell. Doesn't necessarily need to just allow someone to do this. And there's already been back and forth on like takedown notices. So that's a whole different negotiation if that winds up making it to the silver screen. But I do think there will be more unpredictable breakouts in the coming years. And it wouldn't be surprised if we see Hollywood executives combing through obscure YouTube playlists for new gems. Let me tell you about CrowdStrike. Your business is AI. Their business is securing it. CrowdStrike secures AI and stops breaches. And some members of our production team saw both backrooms and Obsession and I want to get some reviews. What do you. What did you guys think? Which one was better? Take us through it. My votes. Obsession. Obsession. Scott, what do you think? Obsession. Okay. And what did you like about each one? What did you dislike about each one? So Obsession was great. It felt like. I feel like the filmmakers have gotten too good at making horror movies sometimes recently. Like this, like, Ari Aster type wave. Remember leaving Midsummer and just feeling like, like, like gross for days. And I felt like Obsession, like, walked it back a little bit. And it was a bit of a comedy too, so it was fun. I felt like the memes are all over it, which is great. Back rooms. We all kind of walked out. I love backrooms. Production design should win an award. But something was missing from the movie, I think. Apparently they built 30,000 square feet of actual set for backrooms. They really designed it. As you said, the production design was fantastic. And that feels like. I mean, the source material is literally in blender. It would be so tempting just to be like, yeah, just send us the blender files. Like, we'll just continue using. Like you're already working in cgi. Like it's not like, oh, this isn't true to the source material. Like it's actually less true to go build the set. But they did and clearly you enjoyed that look and feel and sort of worked out. I thought it was really fun. Scott's got something I want to shout out. Haley Johnson, who produced Obsession too, she went to our film school. Fantastic. Let's go over to Ben Thompson, your guys class at your film school, which I think no longer exists. Truly, truly insane caliber of talent to come out of that school. Well done. So Ben Thompson reflected on this as well. He was taking this victory lap on calling this in 2017. He said, In 2017, when the first public allegations were made against Hollywood producer Harvey Weinstein, I wrote Goodbye Gatekeepers about how the traditional structure of Hollywood, where the supply of people who wanted to make and be in movies far exceeded the demand for movies to be made by Hollywood, created the conditions for his predation. So he had a lot of power. As he noted in the article. A similar structure used to be the case in newspapers, which not only gated what news was reported, but also leveraged that gate to monetize via advertising. However, the Internet had long since broken down the gate in both regards. Meanwhile, I raised the specter of something similar happening to movies. Don't forget YouTube video is a zero sum activity. Time spent watching one source of video is time spent not watching another. And YouTube showed over a billion hours of video every day with two phones. Watching two things on both phones. Yeah, Subway Surfers just going like this. Well, if you have VR, you can have way more screens open. You can. Because you can just. You can. When is Subway Surfers getting an adaptation that feels like that's due for a trilogy? Subway Surfers the movie. I think we got something. Are they. We cannot be the first people to think of Subway Surfers. Angry Birds is like a, you know, oh yeah, they're making a third one or no. But I want it to be a movie where you're just like on you're basically just going one direction. No, it has to be a gritty horror film that takes place in the subway surfers universe. So Ben Thompson continues. He says it's not a surprise that the breakthrough moment for YouTube stars in film took nearly a decade to materialize. After that article, I've long noted the sequence through which the Internet and digital media has affected media. Text first, then music, then short form video, et cetera. Movies, the pinnacle of traditional media, are the hardest to both make and distribute, particularly if the goal is to make it into theaters. And of course movies ask the most of customers in return, they actually have to leave the house. It's also notable I've been seeing more creators basically produce movies like Johnny Harris, video essayist, talks about geopolitics and breaks down history of the Middle east, history of of Europe and history of China, Taiwan. And his last few videos have been two hours long, which is just a movie, he's just making an actual documentary. It used to be there was a 20 minute cutoff. Well, it used to be like eight, 10 minutes because of the ad breaks. You'd want two ads in there. Then people sort of went to 20, 30 minutes because of watch time. But yeah, the only other difference is I feel like if somebody's making a documentary or a film, they'll do more maybe walk and talks, things like that. Whereas if you like the classic like YouTube video is just like thinking about your YouTube videos. You're just set up in an office like talking to the camera. But just that slight difference makes it feel way more like a film. Yeah, totally. There is an interesting way where you can pretty easily rotate from video essay, scripted long form, just write the script longer and longer. I've put out video essays that have been over an hour to go, do a bunch of interviews, get them to say some things, weave those in and then do some sort of like walk and talk at the beginning and you can have like a low budget documentary very, very easily with just a few shoot days. And I think a lot of people are moving towards this. But it's just been interesting that YouTube has sort of found its footing in delivering a two hour video. And I think a lot of that has to do with how the algorithm surfaces content at certain moments in time and then also resurfaces moments. So for a two hour video they know that they're going to need to give you like a couple shots on goal to show it as a thumbnail. And then also if you click on it and you watch 10 minutes and then you Close your phone and you go do something else. They know that that's not necessarily means, that doesn't necessarily mean that you were unsatisfied with the video. And they will say, hey, do you want to keep watching that? And so all of that has been algorithmic changes that make a two hour video work a little bit better on YouTube, which is more of a casual, casual world. So Ben Thompson continues. He says that leads to two true but ultimately unsatisfying answers as to why YouTube stars might succeed in movies. First is that they is that this is simply a new place to discover talent. And that's certainly true. The analogy I would draw is to the impact of AWS had on venture capital. Cloud computing reduced the cost of starting a company to nothing more than the opportunity cost for the founder's time and perhaps a bit of seed funding for a few engineers. And that created an entirely new asset class of angel investors. Venture firms meanwhile, didn't evaluate companies based on a PowerPoint to fund sun servers, but rather on actual products and market signals. So it is with this new wave of talent, the cost of production has plummeted such that a creator can be evaluated on their creations, not just their ideas. That's what I was talking about. The audition, the YouTube growth and the YouTube product and the YouTube series that gets 82 million views in the example of backrooms like that is the audition tape that gets you the of production workforce behind Hollywood to actually marshal behind you. And that's the same thing with the startup that shows up on Sandhill Road, raising a series A that already has a product and some distribution and some customers and ARR. And all of that is possible because you don't need $10 million to do a single prototype. You can just build it. More true than ever in the age of AI. The second true but unsatisfying answer is that YouTube creators can bring their own audience. That's almost certainly true. Kane Parsons, who made backrooms, has 3.2 million subscribers, which feels low based on how big backrooms is. But that's the nature of these videos that go viral. They don't always all convert to actual subscribers. Curry Barker, who made obsession, has 1.2 million subscribers again on that comedy channel. And then Mark Fishback, who made Iron Lung with mark plyer, has 38.7 million subscribers. Huge account from years of streaming and he purposely leveraged that to get distribution. Bloomberg sort of broke it down. He was set to release his $3 million film Iron Lung in 60 independent cinemas. Fischbach led a grassroots Campaign, encouraging his followers to phone up local theaters and request Iron Lung screenings. This is something that a lot of people say in like cpg, like, oh, fill out this form. Request me in Erewhon or Whole Foods. But it's usually really, really hard to get someone to actually do that because the conversion rate might be like 0.001%. But if you have 40 million people that are, you know, loosely entertained by you and you get, you know, fraction of a percent, 10,000 people who really, really, really care. Yeah, yeah, yeah. I mean, you talk about a thousand true fans. He probably has a million true fans out of that 40 million that are. Yeah, but subscribing. But then 1% of those actually are. That's still 10,000 phone calls. It's a lot. And so the film was ultimately picked up by major chains including amc, which has been on a tear. AMC said that this weekend was the highest ticket sales they've had in years. And I think the stock is up 20%. Yeah. Wow. $100 billion company hundred. Wait, what? No, no, no, no. It's a $1 billion company. Yeah, they put some data centers in the theaters, I guess. Regal Entertainment Group and Cinema, they set it up so if you rock, you rock in your chair. They capture the energy. You get a free film. They capture the energy. You're powering all Nvidia servers. GPUs. Yeah. Potentially powered by Cisco. Critical infrastructure for the AI era unlocks seamless real time experiences and new value with Cisco. So the unsatisfying aspect that Ben Thompson's referring to is best understood through the lens of the movie backrooms and obsession finished ahead of from Variety. So they talk. He talks about the Mandalorian and Grogu, which we mentioned, and he calls back to George Lucas's original film. So his initial claim to fame was American Graffiti, which made over $200 million on a $777,000 budget. That's a crazy ROI. Over 200x return on investment for American Graffiti. The success gave him the support to make Star Wars. How do you. Ben Scott, how do films actually get funded? I've been, I've been. I've been pitched, like, invest in.
Okay, so what is different about Backrooms, Obsession and Iron Lung is that the filmmakers had, they'd shown they didn't just have huge audiences like some of these. Markiplier is a truly large creator, but the folks behind Backrooms and Obsession are in like the single digit millions alone. If they didn't have the creativity, if they didn't have the risk taking abilities to, to actually produce something that could sort of draw attention in theaters, I don't think they could have just converted their subscribers over like the conversion rates just don't match up. Because if you're on 1 million subscribers and you did 100 million in box office, the math just doesn't match up. Did everyone, did all of your subscribers go see it five times and make $20 each time? No way. Like that's not what happened. So this like the idea of like this creativity, risk taking, new ip, this is like at the core of Hollywood successes. I was reading the Hollywood Reporter, they were saying this harkens back to the 1970s George Lucas first film. Ben Thompson has a great analysis that we can read through. But these creators aren't just big influencers with millions of fans. They do have big audiences, but they also stand above their peers in terms of artistic vision. So Curry Barker had a YouTube sketch channel called that's a Bad Idea where he learned how to quickly and effectively write, act and edit from for a tight audience feedback loop. Backrooms has a similar story. Kane Parsons, who goes by Kane Pixels, produced his original series the Backrooms in Blender and After Effects. And the Internet myth had laid a bit of the groundwork. And we can go into some of the lore of Backrooms. It's a very fascinating story. It all started with a single image of a furniture store that was being renovated at the time. And that picture just went viral and just kept building lore and, and became one of these creepypastas and then eventually turned into his YouTube series which turned into this film. And it's one of these very interesting origin story behind a piece of intellectual property. Typically you don't see just a random image go viral and become a movie, let alone a successful movie, but here we are. And so Markiplier, he did have an objectively huge audience, as I said, but he still went full stack when he was producing Iron Lung. He even talked about building a server rack in his bathroom so that he could render VFX shots on a faster turnaround. He had a VFX studio, but he was taking too long to go back and forth. And so he racked A whole bunch of servers and had a big electricity bill and put 220 volt outlets like it's an electric car charger in his bathroom, all so that he could render like the blood splashing in his film on a faster turnaround. And so this is sort of like this. Like the YouTube feels like creating on YouTube feels like a way to attract an audience, but it also feels like a way to demonstrate your do sort of like a talent audition as like a full stack creator. Like, I understand the color grade, the vibe, the sound design, and I can have opinions on all of that when I go into production. So it's an easier project to underwrite if you need that. Markiplier was able to fund it himself, but the other folks did have partners on their projects. But being able to create something engaging for social media virality is probably somewhat important to creating a film that works in theaters. I think there is some stuff that translates. We're seeing this with the sort of like youtubification or retention editing on Netflix. But I think the bigger value is being like a full stack filmmaker. So gone are the days of showing up to Hollywood with a manuscript and just expecting the studio to do the rest for you. I think that the traditionally segmented teams on productions are simply too expensive to be deployed on anything but existing ip. So the dedicated writer, the dedicated cinematographer, the dedicated sound designer that'll show up for the Mandalorian and Grogu because they know that there's a certain amount of people that will just see every single Star wars movie. But to take a risk on new IP from a new creator, you have to understand that that creator is going to be able to leave their fingerprints and actually drive every piece of the production. Yeah. How do you think the big studio execs are processing these two films?
If we're early, if it's already happening and I'm not, I'm just not aware. What are you thinking about solar generally? Yeah, it's such an interesting thing because solar has gone through the biggest cost decline of anything I've ever seen. And you know, it's 99% cheaper than it used to be. It's mostly manufactured in China. It's a scaled manufacturing problem. That's not a great problem to go after as a startup where it's like manufacturing scales out, compete China against China, like, good luck. So, so I think that that, that explains a lot of it. What I do think is going to happen is if I'm just trying to make a, you know, 400 millimeter by 300 millimeter solar panel cheaper than China. Good luck. But like, for a long time we treated these things like they were like precious minerals. And so if you look at a solar farm, you like lay down all this steel and you put up all this framing and all the rest of it to like put this panel on. Well, when that panel was the most expensive thing on the field and like, yeah, that makes sense. That thing is now the cheapest thing in the field. All the rest of the stuff, the like steel frame costs more than the panel. And so I think what we're going to see, and I'm excited about a couple of startups in this who are saying, like, let's rethink how we actually deploy solar from a form factor, from an automation perspective and like just go after installation cost and assuming the cells themselves are basically free, it's basically glass, like what would you do differently? And that again, I think this notion of like constraints have changed is what creates a new opportunity. So that's to me what I'm most excited about in the next blade of solar. Yeah. And even obviously there's a lot of geopolitics.
That's something you would do, I'm sure. It's happened. You ship millions of them. So. Yeah. Oh, yeah, no, no. This is the thing that created all the gray hairs is like, you do all this work making this awesome product, and then you're like, oh, we have this thing called a drop test. The consumer takes it out of the box and it's supposed to go, my face. Instead of putting my face, I drop it on the floor. And, like, does it break or not? And so we spend all this time, like, dropping them and putting these high speed cameras to watch. Like, which part breaks and then go reinforce it. It's just, like, a lot of weight. And that hurts the product. Yeah, and the bigger issue with robotics is, like, then you have, like. You know, there's huge risk of, like, if I drop the Oculus does, maybe it does some minor damage to the floor and the device itself, but you add these, like, big humanoid form factors, and suddenly it's like the dog died because, like, the robot, you know, just fell on it. You know, this is. Or it does, like, really material damage to an appliance or something like that. Yeah, I mean, besides laundry and emptying my dishwasher, I wanted to, like, make me breakfast, right? But, like, now we got a robot, like, operating with hot oil, you know, on a stove with a flame. Like, what could go wrong? That's going to be wild. Solar.
Do you have any ideas around, like, timeline of robotics and the application of them across different industries? Because this is one of those categories that I think it has been happening, it's real in certain industries, but it's been promised for so long. This time around does feel a little bit different, but I'm wondering how you view it, just because if you get the. Obviously, if you get the timeline wrong, you can get the bet wrong entirely. Yeah. Predicting these things, you know, we have two bets in fusion, and the fusion has been the joke. It's 10 years away every 10 years for a long time. But this time it's different. But so robotics, I think, is quickly going into that zone. I'm really bullish on industrial robotics, and we already use robots, in fact, in car factors all the time. And so the question is, can you move into, like, slightly less well structured things, like taking a box. If you look at a lot of, like, factories and warehouses, like, there's a surprising amount of, like, unboxing and boxing that happens. I get a box. I get a box cutter, cut it open, I pour all the stuff out, I get rid of the plastic bags. It's all done with humans. Now. That's a really hard thing to automate with, like, a Kuka robot, like, because it's just every box is a little different and, like, the bag gets stuck and all the rest of it. And so, like, those are the sorts of, like, things that I think are going to be really good because they're still in a controlled environment. I'm not in my house. I don't have a dog running by. You don't have to worry about the robot tripping over my pet. So I think the home is like. Like, I'm excited about it. I want a robot to fold my laundry and empty the dishwasher. Can't wait. But, like, man, you're playing on hard mode to, like, start in the home. I've shipped home electronics. Like, people drop stuff, they spill wine on it. Like, there's all sorts of things that happen in the home that I just don't have to worry about in a factory. So. So I think you're going to see it in factories and warehouses first, and then you're going to sort of see it go out from there. Spilling wine on your Oculus or your quest, that's.
Crushed by something that's even more robust and professionalized. Yeah. I was so delighted. I had a wonderful conversation with Jeff Yass, who co founded one of the sort of most respected training firms in the country, if not the world. And I asked him this question and he said, we are just getting taken for a ride. We are just getting crushed by these Sharps. And I was sort of trying to figure out why. And I talked to someone who actually, you know, SIG is trying to go out just like a number of other places, and they're going to try to hire these sharps. Right. I talked to someone who had an offer from Sig and I said, you know, why didn't you take it? Well, you know, wouldn't you get better health insurance? You know? And he said, not only am I just baking a killing, but I can do things that a big institutional fund can't do. For instance, I can, you know, he's a Rotten Tomatoes trader. He trades, trades. How is a film going to do on Rotten Tomatoes? And he's, he's turned, you know, I don't have the numbers in front of me, but he's made quite a bit of money, you know, seven figures easily. And so, you know, he's, he's guessing, not guessing, he's predicting, he's building models to figure out how is a Rotten Tomatoes film going to perform and such. And he's doing things, he's scraping websites and he's doing things that maybe SIG, through their corporate policies, wouldn't allow. And he asked in the interviews, like, could I do this technique? And they said, yeah, probably not. And so in these markets, and there's just so many markets. Well, is that because it's illegal? No, it's not. Yeah, it might be against terms of service. Not like a law, but like a terms of use just as well. Yep, yep, exactly. And this guy, you know, it's really interesting, right, because he's someone who, you know, he, you know, pardon me, I'm going to swear. But, but he, he, he, he self described as sort of like a dipshit from the Midwest. You know, the person you talk to is like, you know, hey, I'm this guy, I didn't go to an Ivy League school. Yeah. And I'm able to out compete Wall street with a $600 Lenovo laptop. That's crazy. I didn't go to a fancy school. I could never have gotten a job on Wall Street. This is not, this is not my world. But I'm able to do this. Does quite sharp on prediction markets. The American dream. Carl Sager and Jetty. He's going to be so happy to hear that. No, I mean, there has been a ton of pushback, but it feels like.
Are sharps. And then there are the average traders. Like, how do you segment the market? How would you characterize the different market participants? Yeah. So I would say that the average trader. And like, that's me. To be clear, we're just getting crushed. Absolutely decimated. I actually want to. I want to. I want to read you something that one of my sources told me. This is someone turned 200 bucks. They're quite sharp. They turn 200 bucks into half a million bucks just last year. Wow. And so. And so. And you know, it's a grad student. I'm going to keep them sort of. They're quite worried about being crypto kidnapped. They go by the screen name Frozen. And they said, I really am just taking money from people. Every dollar I gain is someone else losing. And there's a lot of people joining and betting and losing and leaving. And then there's a group of a couple hundred guys winning. And that's the whole story. And that's not the whole story, but that's a lot of it is that you have really smart people just crushing the average trader. Okay. So what I find weird about this is that I don't have that many friends who fall into. Wait, but do the people that get crushed quit right before they.
This is just an op ed. It's not in legislation. It's to provoke thoughts well if the argument is that basically if something is built on humanity's collective knowledge the government should get half. You can go pretty far here. Pretty much everything in our modern world is built on humanity's collective knowledge and so yeah I think everybody should get ready to. I mean even your. Your own home, right? Your own home. Yeah. Is built on. Who invented the nail Somebody invented the two by four. Exactly. Yeah. No you cutting down trees. Yes so maybe it ends with some sort of tax on corporate profits for every tax on corporate profits would feel if a company makes money they have to send some of it to the government that would be. Why has no one thought of this? John? I don't know. I don't know. Take that to D.C. right now. Okay Let me tell you about Console. Console builds AI agency.
Just like this is the. I didn't tell you how there was going to be a dividend. Dividend in sales. No, it's. I mean, the positioning. I'm trying to get into the New York. Into my New York Times account too. But the positioning, Blank is built on humanity's collective knowledge. What is not built on humanity's collective knowledge? Yeah, I was looking at a lot of. TPPN is built on. TPPN is built on humanity's collective knowledge. It's true. If humanity hadn't figured out wheels and. And roads and combustion engines. Hey, be careful what you say. The United States, American citizens might own 50% of TVPN soon. You never know with this. You never know. You just never know. You're tempting fate here. Bad example. But yeah, the other thing is we have. Yeah. AI 20, 27 talks about this. I think that's. It is right in line. He's clearly in the milieu of that crew. And we'll see where all this goes. You know, I don't know. We'll see. It's. A lot of people are sort of framing it as rather have universal basic tokens. Maybe that would be the dividend. I don't know. He says, but it's interesting. So he's trying to ban data centers with the Data Center Moratorium act, but then he also wants half. Yeah, those two things feel like. It feels like he's just kind of throwing stuff at the wall. Yeah. So Dean Ball pointed out this sort of like, you know, misalignment here. He says, I am so confused by the Bernie Sanders stance on AI. Is AI an existential risk that needs to be banned or a public good that should be redistributed? He wants to have it both ways, which is the tell that his flirtation with AI safety is mostly for show. This is about capital. Interesting. At the same time, I think that there is a world where if you do think AI is an existential risk, having a board seat, having control, having votes over. That does enable. Especially if you have a board seat over every AI lab, you could actually do the thing where you say we're all going to slow down simultaneously. That's a lot easier to implement if you have 50% control over everything. Tyler, what do you. Yeah, but you can just do like the fda. Yeah, yeah. You don't need like actual equity. Yeah, okay. This is my kind of contrarian take. Okay. But this seems like extremely bullish. Right. Because Bernie, you don't think of him as being this kind of.
I mean you could have a movie that you have a separate volume button for. Like I want G rated Pete because I don't want to get spooked. I don't want to get too spooked. I somehow think that would break the experience. Anyway, lots of fun, lots of new projects coming. Well, thank you so much. Great to meet you, Bernie. I'm excited to see your new project. Yeah, hopefully, yeah. Come back on the show when you launch it. We'd love to talk more. Happy to. Looking forward to it, guys. Fantastic. We'll talk to you soon. Have a good one. We have some more updates from Sam Sulek. He says Hollywood isn't losing, it's teaming up. YouTube creators are no longer outsiders. They're the next franchise. Gatekeepers are gone. Discovery happens on YouTube now the best stories and the biggest audiences are moving into theaters. Wise words. Wise words. He also weighed in on startup tattoos. We have another one here. Sam Sulek hot take. This is a whole format now. The Sam Sulek hot take is going viral in his young LA tank top here. You don't need to get your startup logo tattooed. Even if you are an early employee. You do not need to work 24 7. Overtraining reduces performance. Most of the time you're not working on the Manhattan Project. He continues. Fun times. Also, Sam Sulek's very First post on X5000 likes 260,000 views. Just him with a fish. Check this thing out. It's beautiful. Catfish. Check this thing out. Looking good. Dream guest. People ask us, yes, this would be a good dream guest hands down. Sulek, yeah on AI. Really enjoyed him on hyperscalers. The build out capability over him. He's been working on a build out for years. He's going fantastic. Some of these AI CEOs could learn a little thing or two from him. That's true. That's true. Build out yourself. Before you build out that data center approval rating, will you worry about the wrong build out? You're worried about the wrong. You're worried about the energy bottleneck. You should be worried about a protein bottleneck. Exactly. Your own protein shortages. Protein is the energy of your muscles. Well, we can close with Will Menidis. He says, I don't think any of you understand what is about to happen in the market. We are about to live through the craziest five year run in techno capital history. God help us all. I pray that when the judgment comes, he can see all that we did to ensure efficient price discovery. Well, he's bullish. He's looked extremely bullish recently. He's almost.
You sense it and you just tone it down a notch. Oh, okay. Tone it down a. It just gets less, less scary. And if you let it volume button, it's just like a nature document. I mean, I mean you could have a movie that you have a separate volume button for. Like I want G rated because I don't want to get. I don't want to get spooked. I don't want to get too spooked. I somehow think that would break the, break the experience. Anyway, lots of fun, lots of new projects coming. Well, thank you so much. Great to meet you, Bernie. I'm excited to see your new project. Yeah, yeah. Come back on the show when you launch it. We'd love to talk more. Happy to. Looking forward to. Fantastic. We'll talk to you soon. Have a good one. We have some more updates from Sam Sulech. He says Hollywood isn't losing, it's teaming up. YouTube creators are no longer outsiders. They're the next franchise. Gatekeepers are gone. Discovery happens on YouTube now. The best stories and the biggest audiences are moving into theaters. Wise words. Wise words. He also weighed in on startup tattoos. We have another one here. Sam Sulek hot take. This is a whole format now. The Sam Sulek hot take is going viral in his young LA tank top here. You don't need to get your startup logo tattooed. Even if you are an early employee. You do not need to work 24 7. Overtraining reduces performance. Most of the time you're not working on the Manhattan Project. He continues. Fun times. Also, Sam Sulek's very first post on Axe for 5,000 likes 260,000 views. It's just him with a fish. Check this thing out. It's beautiful. Catfish. Check this thing out. Looking good. Dream guest. People ask us, yes, this would be a good question. That's your dream guest, hands down. Sam Sulek. Sam Sulek on AI. I really enjoyed him on the hyperscalers. The build out capability over him. He's been working on a build out for years. He's going fantastic. Some of these AI CEOs could learn a little thing or two from him. That's true. That's true. Out yourself before you build out that data center approval rating. Will you worry about the wrong build out? You're worried about the wrong. You're worried about the energy bottleneck. You should be worried about a protein bottleneck. Exactly. Your own energy. Protein shortages. Protein is the energy of your muscles. Well, we can close with Will Menidis. He says, I don't think any of you understand what is about to happen in the market. We are about to live through the craziest five year run in techno capital history. God help us all. I pray that when the judgment comes, he can see all that we did to ensure efficient price discovery. Well, he's bullish. He's looked extremely bullish recently, which I don't know if that's bullish or him being bullish. Bearish. If he's bearish, you should be bullish. Be bullish when other people are bearish. Be fearful when other people are greedy. Who knows? Do your own research, make your own decisions, just do it on public.
I mean you could have a movie that you have a separate volume button for. Like I want G rated Pete because I don't want to get spooked. I don't want to get too spooked. I somehow think that would break the experience. Anyway, lots of fun, lots of new projects coming. Well, thank you so much. Great to meet you, Bernie. I'm excited to see your new project. Yeah, hopefully, yeah. Come back on the show when you launch it. We'd love to talk more. Happy to. Looking forward to it, guys. Fantastic. We'll talk to you soon. Have a good one. We have some more updates from Sam Sulek. He says Hollywood isn't losing, it's teaming up. YouTube creators are no longer outsiders. They're the next franchise. Gatekeepers are gone. Discovery happens on YouTube now the best stories and the biggest audiences are moving into theaters. Wise words. Wise words. He also weighed in on startup tattoos. We have another one here. Sam Sulek hot take. This is a whole format now. The Sam Sulek hot take is going viral in his young LA tank top here. You don't need to get your startup logo tattooed. Even if you are an early employee. You do not need to work 24 7. Overtraining reduces performance. Most of the time you're not working on the Manhattan Project. He continues. Fun times. Also, Sam Sulek's very First post on X5000 likes 260,000 views. Just him with a fish. Check this thing out. It's beautiful. Catfish. Check this thing out. Looking good. Dream guest. People ask us, yes, this would be a good dream guest hands down. Sulek, yeah on AI. Really enjoyed him on hyperscalers. The build out capability over him. He's been working on a build out for years. He's going fantastic. Some of these AI CEOs could learn a little thing or two from him. That's true. That's true. Build out yourself. Before you build out that data center approval rating, will you worry about the wrong build out? You're worried about the wrong. You're worried about the energy bottleneck. You should be worried about a protein bottleneck. Exactly. Your own protein shortages. Protein is the energy of your muscles. Well, we can close with Will Menaitis. He says, I don't think any of you understand what is about to happen in the market. We are about to live through the craziest five year run in techno capital history. God help us all. I pray that when the judgment comes, he can see all that we did to ensure efficient price discovery. Well, he's bullish. He's looked extremely bullish recently, which I don't know if that's bullish or him being bullish. Bearish. If he's bearish, he should be bullish. Be bullish when other people are bearish.
Up to a lot of friction when you are asking the user to pull and sort of scaffold and structure their own learning. Whereas our philosophy is we're going to pull you in and give you things to do that are the right next thing for you to do. Amazing. Where can people get started? Go to brilliant.org and we have apps as well in the App Store and Play Store. Great. Well, thank you so much for coming on. Great to finally meet you and congrats. Have a great rest of your day. We'll talk to you soon. Thanks. Goodbye. Before our next guest joins, we have a new, a new release, new information from Sam Sulek. He has chimed in on the debate over should you work five days a week or seven days a week. He says you only need to work five days a week. Don't overdo it. You do not need to work 24. Seven over. Training reduces performance. Most of the time you're not working on the Manhattan Project. Work hard, recovery, keep some balance. So wise words from Sam Sulek. No, I just took your image and put it chatgpt. But it actually makes a lot of sense in the bodybuilding. You do need to take rest days in bodybuilding. So it's totally reasonable that that would be something that he would say. But that of course is fake news. That's our fake news segment for the day. Fortunately, we have someone with some very real news joining us. We have Bernie sue, the Emmy winning series creator. To talk about movies, go Back to the YouTubification of HollyW. We'll get his takes on my takes, my very novice takes. But why don't we start with an introduction on you and yourself. Can you tell us a little bit about you? Yeah, sure. Hi, my name is Bernie. I've been working in the entertainment industry and tech adjacent industries for over a decade.
Family and to hobbies and to sport and to relationships more. And it has to be less about work. So I hear a lot of. I think. And you guys are real estate people in the eyes of the viewer. What gives you guys credibility to talk about AI? Fair question. I would say that I've spent probably 500 hours listening and reading a lot of podcasts. Do the homework. I think it's. It's the quintessential, like, intellectual pursuit of the last two years of my life called. David, listening to podcasts is the quintessential intellectual pursuit. Jeremy Gifford on Suicide Watch. Tyler, you had something? Yeah, just for some context. So in the peak of the Great depression, unemployment was 24.9. 24.9, saying 80%. Okay, so three times, four times the great Depression is what we're looking at with AI. Yeah, it's just, it's so. It's so funny to listen to go and just like, listen to a bunch of podcasts and come back with. With the 80% number. It's wild because you also have. You would have to qualify that, like, what. What set of technologies actually enable that? Because you certainly would need, like, you know, highly effective, efficient humanoid robots, you know, fully deployed throughout society. But, yeah, I don't. The strongest take we've seen yet. Yeah, so very concerning. But this is a stronger take, potentially. Yeah, but this is the other side of it. Sam Sulek revealed that 90 of jobs are safe from AI. He said, AI is a tool. It won't replace discipline, grit, or hard work. Instagram. How did this. This really looks like Instagram. I made this. This is a fake quote. I sent this to John over the weekend. It looks very like the fact that it added the little Instagram buttons makes it look way more legit to me. I know you made this, but I still did a double take. That's absolutely wild. So funny. Anyway, let me tell you about the New York Stock Exchange. Want to change the world? Raise capital at the New York Stock Exchange. We're very happy to be partnered with the New York Stock Exchange. It's really going, really going today. And thank you to Aria. Aria Tech.
Simulator. Ooh, I think that. I think we got a hit on our hands. Call A24. They're ready. Well, Bernie Sanders is talking about taking a stake in the AI labs. He says AI is built on humanity's collective knowledge. The wealth it generates must benefit humanity, not just Elon Musk, Sam Altman or other AI oligarchs. That's why I'll be introducing the American AI Sovereign Wealth Fund act to give the public a direct ownership stake. And he penned a full op ed in the New York Times, a guest essay. I need to confirm my account if I want to log into this, but we can see the. I think I subscribed to my phone and so it doesn't sync with my Chrome installation. I don't know. Let's see. Andrew Curran is highlighting it. This is rough. Senator Bernie Sanders is proposing a one time 50% tax directly in stock from the AI labs which will be used to fund the American AI sovereign wealth fund. This would give the government voting rights and board seats and then directly pay a dividend to the American citizens. That's interesting because. So you take it 50% and when would these companies actually produce a dividend? I mean it takes many tech companies like decades to actually return cash to shareholders they're known for buying. Maybe he will just be fire selling. Yeah. After the IPOs, he's just like this is the. I didn't tell you how there was going to be a dividend dividend in sales. No, it's. I mean the positioning. I'm trying to get into the New York. Into my New York Times account too. But the positioning blank is built on humanity's collective knowledge. Yeah. What is not built on humanity's collective knowledge? Yeah. I was looking at a lot of. TVPN is built on. TVPN is built on humanity's collective knowledge. If, if humanity hadn't figured out wheels and roads and combustion engines. Hey, be careful what you say. The, the United States American citizens might own 50% of TVPN soon. You never know with this. You never know. You just never know. You're tempting, but bad example. But yeah, the other thing is we have. Yeah. AI 2027 talks about this. I think that's it is right in line. He's clearly in the milieu of that crew. And we'll see where all this goes. I don't know. We'll see. A lot of people are sort of framing it as rather have universal basic tokens. Maybe that would be the dividend. I don't know. He says, but it's interesting. So he's trying to ban data centers with the Data Center Moratorium act, but then he also wants half those two things. Feel like. It feels like he's just kind of throwing stuff at the wall. Yeah. So Dean Ball pointed out this sort of, like, misalignment here. He says, I am so confused by the Bernie Sanders stance on AI. It's. Is AI an existential risk that needs to be banned or a public good that should be redistributed? He wants to have it both ways, which is the tell that his flirtation with AI safety is mostly for show. This is about capital. Interesting. At the same time, I think that there is a world where if you do think AI is an existential risk, having a board seat, having control, having votes over that does enable. Especially if you have a board seat over every AI lab, you could actually do the thing where you say, we're all going to slow down simultaneously. That's a lot easier to implement if you have 50% control over everything. Tyler, what do you. Yeah, but you can just do, like the fda. Yeah, yeah. You don't need, like, actual equity. Yeah. Okay. This is my kind of contrarian take. Okay. But this seems, like, extremely bullish. Right. Because Bernie, you don't think of him as being this kind of classically capitalist person. Yeah. But do maybe these are going to be the biggest. He's saying that the stock's underrated. Yeah. These are going to be the biggest. Yeah. Because of all the stocks we're going to zero back that this is going to be, like, disruptive to the economy. Sure. Like, this seems like he's extremely AGI pilled. It seems like it. Yeah. Yeah. It's like this, Right. Seems like he's basically saying, wait, so the data center stuff is, like, probably not going to work out. I'm not going to be able to ban these things. Yeah. But Mark in The chat says Mr. Sanders is your crazy uncle that your mom and dad use as a babysitter when there are no other options. Hmm. Interesting. Let me tell you about Railway.
There are some rule changes from the space IPO Micron is a lambo candle. Lambo candle. That's a lambo candle. Up 22%.
Is over. We'll get to that later in the show. Not a car, Not a car. No one's a car. Did you see the new George Lucas Museum Cinema? I thought this was interesting that this was going viral at the same time or it launched at the same time. You know, it's, it's sort of a. Makes me want to throw on a tux. Yes, it looks very cool. Apparently a billion dollars to make this. A billion dollar investment in this whole facility. The George Lucas Museum Cinema opening in September. This looks absolutely amazing. Quote, all through the course of a normal day, one will screen documentaries about artists and filmmakers while the other one shows short films, some only a few minutes long. It's in Los Angeles. If you're coming by the TVP and Ultradome, make a stop at the George Lucas Museum Cinema. Very, very cool. There's also a cool video here.
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. Thank you, everybody. Okay, so what is different about backrooms, Obsession and Iron Lung is that the filmmakers had they'd show.
I'm not joking. Yeah, I get sarcastic a lot, but we heard over and over and over that they're a nice palate cleanser. It's like turning the page right in between different topics. And we are excited, and we love these companies. We want to help them grow. We've always been huge fans of the companies that we work with, so we're very excited to have them back. Let's Turn over to YouTube and Hollywood. Breakout news in Hollywood. YouTubers winning at the box office. YouTubers finally breaking through to Hollywood.