LIVE CLIPS
EpisodeĀ 7-15-2026
Can imagine the argument for why being able to trade, your flight being delayed. I can imagine the argument, you know, it's very inconvenient. You're going on this vacation. Why not hedge? But at the same time, I don't, I can't imagine how it doesn't end in disaster where you have these sort of global. You have global markets. You could have someone in another country call the, call the local police and say, like, hey, you know, I'm planning, blah, blah, blah. It would just be so easy to create a delay. Not to mention, not to mention all the airport employees that are working these, like, really, really hard jobs, you know, making probably something close to minimum wage. And we'll just be having the, you know, Sagar bet in their pocket saying, you guys. But yeah, let's see. John Steelman. This one I got to steal, man. This. All right, let's see. Let's see. Okay. The Steel man is. I don't have good information on. Even if I don't want to trade, even if I don't want to participate at all financially. I like the idea of being able to pull up a website that will give me the odds that my flight is delayed and I can make just a rational decision on when I get to the airport. You know, I'm getting there five minutes before, but I could get there 10 minutes after the plane supposed to leave if there's an expected delay. And why do you need Kalshee for this? Exactly. Do you not. Because John wants. John wants the largest. I feel like the United States to me. I feel like it's going to say, oh, yeah, it's totally on time. And then I get there and it's going to delay. Whereas all of this data is public. Like, are you a frequent flyer? Do you not just go on the airport website and look at the departed and the actual time? No, people have been doing this. Look what he's wearing. Does this guy look like a frequent flyer to you? I'm not a frequent flyer.
CrowdStrike. Your business is AI. Their business is securing it. CrowdStrike secures AI and stops breaches. Tyler made one. He has a pitch for Kidra. Yeah, this was another idea I had for an OpenAI device. So basically it's a water bottle with a keyboard wrapped around it. Okay. So if we can pull this up here, you can see like, you know, a lot of times you're typing and then you go to grab water. You're thirsty, you want to keep typing. Yeah. And this also is especially pressing now because of everyone's using Whisper. Right. You got to talk and you can't talk while you're drinking water. Right. So why not just put a microphone on here instead of keyboard? No, no, that's the whole point. When you're in the active drinking water, you can't. Oh, so you got to switch to typing. You have to start typing. That's right. It's almost like a flute. Yeah, that makes a lot of sense. I think can be pretty promising. I actually think that when you showed me this image, I think just aesthetically it's a cool looking bottle. Even if the keyboard is functional whatsoever. I think people would just rock this type of bottle because they like the aesthetics of a keyboard. Sort of like that Nvidia purse. You've seen the GPU purse, it's clear plastic. And then inside is a. A 100 or some sort of Nvidia GPU. And it just sort of shows you the circuit board. And the circuit board is the art, is the design of the purse. I thought it was pretty cool. I would pick one of these up if you manufactured one. What do you think? Absolutely not. Absolutely not. Well, whatever you're designing, use Figma agents. Meet the canvas. Your AI agents can now create and modify.
Insight into. I think these have to be on site visits. Yeah. Yep. Okay. What's another big problem in the world? Big problem is that everyone knows the phrase, you can't put the toothpaste back in the tube. Well, what if you could? What if you could. What if toothpaste came in a luxurious jar? The company's called Paradox Toothpaste. Out of the tube, it's a refillable frosted glass jar that turns the most ordinary part of your morning into a ritual worth displaying. Do you think this would sell? Paradox? Most toothpaste is designed to be hidden. Paradox is designed to be seen and used with intention. Twice a day scoop, one precise pearl. No crusty cap, no guesswork, no wasted squeeze. Brush your teeth. Then you can. What do you do with the spoon, though? You just dip it back in the toothpaste. Luxurious toothpaste. It's over for this idea. This is a bad idea. It's funny, though. It solves the problem. You can't put toothpaste back in the tube. Everyone's been clamoring everyone's been clamoring for this. To put the toothpaste back in the tube. Now you can. The last one. First off, let me tell you about Crowdstrike. Your business is A.I. their business is securing it. CrowdStrike secures A.I. and stops breaches. Tyler made one.
Burst of flavor. And it can also look like an iced out grill, which might be nice. More seriously, we were over here at tvpnhq. Any idea that we have immediately gets turned into a website now. Yes, we have the Laptop Detailing Company of San Francisco. And this is a business that we actually think should be built. John was cleaning his laptop last week and whatever product you would order ordered off of Amazon. I didn't order it. Team ordered it. It's a, it's a normal like screen wipe. But I didn't realize that you're supposed to use gloves when you use these screen wipes. And it gave me a chemical burn all over my hands. Don't be very careful. Like my whole just wanted to clean on my fingers. Screen peeling off. It's been terrible. So we think that there is a real business, silly, but real business opportunity to make a laptop computer. You know, like a computer detailing service, like a car detailing service for laptops. You sign up a bunch of companies, startups in San Francisco, you know, early stage companies, enterprise, et cetera. You give them a monthly plan to keep all of their employees laptops clean and polished. And yeah, this was one shot and I think it gets the job done. So no excuses. You should get out there and do it. I think that the only thing I disagree with on the site is the pricing. The pricing. How much would you. I think 20, 29, 99. Well, you know why this is so subsidized? Because the screen cleaners are looking for trade secrets and then trading off of them. But of course, if you're doing this, you need to have the no insider trading guarantee which is featured here. To be extremely clear, our detailers will not photograph, memorize, transcribe, trade upon, tiff off a roommate or otherwise profit from anything visible on your screen. 100% information is not used. Right, That's. Let them know. That's a great. You gotta let them know. That's a great offer. Yes, we clean screens, we do not read them. It's almost like he doth protest too much. Even if your screen contains an unreleased earnings report, even if the font is very large, even if, even if the ticker symbol is impossible to miss. Our detailers who will not be trading on your inside. I think these have to be on site visits. Yeah. Yep. Okay. What's another big problem in the world?
System context. Okay, the next great car. We have another new car alert. New car alert. This one, the car is called Chip. Chip Motors. Let's play this. It is. It is funny. It is funny. I want to see their. A year ago, you could have been sitting there thinking, why has no one made a cute EV car for getting around your town or your neighborhood? Why is no one? And now there's like seven companies. There's a bunch of companies. Apparently a lot of people had the same idea. Okay. Um, Jameson from the CEO of Chip Motors says the next great American car is a robot. It talks, parks itself. More customized than your coffee eat Chip. You can observe today. Let's play this video. Play this video. I want to see it. Yes. Saturday's here. I'm Chip, by the way. Let's get moving. Hi, Chip. Hey, Chip. Hey. My crew's here. Ready to roll. Oh, he's got crazy fomo. That's right. Go get him, guys. Have fun. Love you too. And I'm talking to myself. Hi. Go park, Chip. You got it, boss. I like the LED screen on the front. I've seen demos of that in like Chinese chips. I forgot the snacks again. Can you run to the market on it drives itself. This is bold. This is going to take some regulatory approval. Yeah. Yeah. Okay. So I love the vision. Yeah. And I think as just the base model in its current design will sell units. Right. I. I mean there's like. To channel Doug demuro, he'd say it's no, there's no way it's going to wind up shipping at 15k. There's going to be a bunch of upgrades. It's going to be difficult. But yes, like at 15K with these features, like 100%. But yes, even at. Even at. Even at somewhere in the range of, you know, 20 to 30. I think these things sell because I know what these sort of like higher end neighborhood golf carts go for. They're already all in that range. So yes, I agree. It's probably. But at this point you said like, yes, I will buy this. This neighborhood golf cart to like seven different golf carts. And you're like 400k in the hole on golf carts. And you could have just got a luche and chopped the top. Chop the top on the luce. You gotta chop the top. It's not a bad idea. No, I like this. So it's cool. I think the talk. It's interesting because the talking to your car element is not a selling point to me. The like, screens, et cetera, like, to me, those aren't those aren't like value. What is the selling point then? Just a, just the aesthetic. Functional. A functional neighborhood car. That is a selling point. Right. Okay. Right now, six seats. Yeah. Like golf carts. Golf carts are mid. Right. They're fun to drive, but there had been a lack of innovation in the space and so just a better golf cart is a good product. Right. But yeah, I don't. Yeah. My question is like the parking itself, going on trips by itself, these kind of things, especially in those settings. I'd be curious if they actually launch with those features at all. Or these are things that they're kind of building towards. Because imagine your. The example I think they use was like a kid's soccer practice. Can you imagine like parking for a kid's soccer practice or soccer game and being like, yeah, robot that I just bought, like, go park yourself. Like that just sounds like the sketchiest situation. This customizer is so cool. You can, you can get livery of like an American flag from the factory. I mean this is all like very. You're sold decals and stuff. Anyways, anyways, I think it's, I think it's, it's taking a different direction than Amble. Amble is betting that you're going to want something that has less technology. Right. More, more simplicity. They're going very tech forward. Everything from autonomous driving to, you know, screens and AI in the device. Different, different bets, different customer bases. I think that can both work. We're, we're in touch now with, with the chip team, so we'll, we'll look to get them on, on the show at some point soon and hopefully they can just right behind the horse and get on the.
Okay. What's another big problem in the world? Big problem is that everyone knows the phrase, you can't put the toothpaste back in the tube. But what if you could? What if you could? What if toothpaste came in a luxurious jar? The company's called Paradox Toothpaste. Out of the tube, it's a refillable frosted glass jar that turns the most ordinary part of your morning into a ritual worth displaying. Do you think this would sell? Paradox? Most toothpaste is designed to be hidden. Paradox is designed to be seen and used with intention. Twice a day scoop, one precise pearl. No crusty cap, no guesswork, no wasted squeeze. Brush your teeth. Then you. What do you do with the spoon, though? You just dip it back in the toothpaste. Luxurious toothpaste. It's over for this idea. This is a bad idea. It's funny, though. It solves the problem. You can't put toothpaste back in the tube. Everyone's been clamoring. Everyone's been clamoring for this. To put the toothpaste back in the tube. Now you can. The last one first.
More seriously, we were over here at tvpnhq. Any idea that we have immediately gets turned into a website now. Yes, we have the Laptop Detailing Company of San Francisco. And this is a business that we actually think should be built. John was cleaning his laptop last week and whatever product you had ordered off of. I didn't order it. Team ordered it. It's a, it's a normal like screen wipe. But I didn't realize that you're supposed to use gloves when you use these screen wipes. And it gave me a chemical burn all over my hands. Don't be very careful. Like my whole on my fingers, screen peeling off. It's been terrible. So we think that there is a real business, silly, but real business opportunity to make a laptop computer, you know, like a computer detailing service. Like a car, car detailing service for laptops. You sign up a bunch of companies, startups in San Francisco, early stage companies, enterprise, et cetera. You give them a monthly plan to keep all of their employees laptops clean and polished. And yeah, this was one shot and I think it gets the job done. So no excuses. Yes, you should get out there and do it. I think that the only thing I disagree with on the site is the pricing. The pricing, how much? I think, I think 20, 29, 99. Well, you know why this is so subsidized? Because the screen cleaners are looking for trade secrets and then trading off of them. But of course, if you're doing this, you need to have the no insider trading guarantee which is featured here. To be extremely clear, our detailers will not photograph, memorize, transcribe, trade upon, tiff off a roommate or otherwise profit from anything visible on your screen. 100% information is not used. Right, that's. Let them know. That's a great. You gotta let them know. That's a great offer. Yes. We clean screens, we do not read them. It's almost like he doth protest too much. Even if your screen contains an unreleased earnings report, even if the font is very large, even if, even if the ticker symbol is impossible to miss, our detailers who will not be trading on your inside. I think, I think these have to be on site visits. Yeah. Yep.
Have another example of what we think they should do in the device battle. The new smart device that I want from OpenAI is of course the. You've heard Greg Brockman say this taste is a new core skill, right? Yep. So what can computers, what are they uniquely bad at doing taste. Creating tastes for you. Right. There's no real smell o vision yet. There's no computer device, there's no smart device that actually puts a taste in your mouth to signal what's going on with your AI agents. So I put together melt my pitch for the next AI device from OpenAI. A custom fit oral wearable that turns AI agent status into flavor. So you can feel a ChatGPT Codex run without watching the terminal? Yes. So you don't need to look at a screen. This is perfect. If you're trying to cut back on your screen time, you don't need to hear anything. You can just listen to the beautiful surroundings of wherever you are. And yet you're still tapped in. You still know whether your build is failing or not. Because you pair with Codex. It maps the signals and it ships by taste. So when your agent is done, a clean sour pulse tells you that it's time to review the work. If something breaks, like a good. Yeah, sort of like a sour patch Kids. Nice. It's a little sweet, but it's sour, you know, it lets you know, hey, it's time to go check on what's happening. Review some code. Make sure everything's shipping as you hope it is. If something breaks, you get a flash of heat. It gets spicy in your mouth. This pulls your attention. You got to lock in so you have some spicy flavor in your mouth. If your API balance hits zero, you get this bitter taste. It's not good. You got to go refill. This bitter note makes the problem impossible to ignore. Yes. But if everything is green, everything is shipping appropriately, everything's good to go. You get a sweet pop in your mouth that rewards the win. And it's also a Pavlovian feedback loop because you're just on the hunt for the next burst of flavor. And it can also look like an iced out grill, which might be nice more.
Cisco. So there is news out of OpenAI. The first consumer hardware device will reportedly be an AI companion speaker. According to Bloomberg, the device will be screenless and movable, designed to serve as a new kind of home computer for the AI era. And I believe Tyler has a mock up of what we think it would look like. I think I sent it to you. Did that make it into the timeline? Let's pull that up when we have a second. It will be able to answer questions, control smart home devices, play music and tap into GPT's capabilities. But the bigger goal is for it to become increasingly personalized over time. OpenAI envisions it as an AI companion that gets to know its owner, understands their habits and can even draw on personal information like email to provide more useful assistance. And if we have the image here. Oh yes. Pull up what I think it probably looks like based on this description, that it's screenless, movable and designed to serve as a new kind of home computer for the air. That's what I'm hoping for. Sort of a function one, concert level speakers that have wheels and can be wheeled around. It's movable smart speaker. It weighs. It actually weighs one ton. Yes, yes. The onboard battery system, they want it to be mobile. They don't want you to worry about plugging in. Exactly, exactly. Imagine just wheeling this around and just pumping out Tiesto at concert level volumes throughout. Inside any room in your home. Any room in your home. Ideally, those wheels would be motorized. It could follow you around and deafen you in any room. Sort of Brian Johnson's worst nightmare. Not to call back Brian Johnson. But unlike today's smart speakers, the device is designed to feel more life. Yes, that is a bit. This is a joke. This is a joke but have not been intentionally. Not been read in on anything in device land because we want to figure out what's happening in real time.