NEWSMAX

Think we're going to see more and more NPCs used as testing agents. And the interesting thing about NPCs is rather than trying to write a test plan like let's put 100 random NPCs in a game, give them the same mission as a human, and see how they perform. The fun thing about really extrapolating to the future with a lot of compute and a lot of inference is those NPCs could conceivably run 100 times faster than humans. So it's feasible to imagine 100 player test for 100 hours with NPCs being compressed down to an hour. That starts to introduce the notion of Wiggins loop programming for game creators. Initially with NPCs, you mentioned inception. The whole team's nodding because they all just saw it in 70 millimeter in theaters because it was re released. They love that. What about.

Announcement. There's a. There's a neat thing underneath what people see on the user facing side of Roblox Network, a huge infrastructure company. We have data centers all around the world. We have bandwidth, we have cpu, we have inference. And we started this fortunately well over 10 years ago to keep costs down and performance high. A lot of the inference we run today, we run all on our own data centers. We optimize that in a way that the philosophy and the optimism of costs coming down goes straight to build in that just as Roblox Studio was, the way people made games 20 years ago, that's still going to be live. But we think as games get more complex, as they get multiplayer, as they have interesting economies, as we want to safety, infrastructure, all of that running behind it, that promise comes back with people being able to prompt and create games on. Our vision is that everyone will have access to this for a certain amount. We will initially have the ability to buy more token usage if you want. But the beautiful thing is this is eventually consistent. And as inference gets cheaper and cheaper and cheaper, just as some other things were expensive 20 years ago, we think more and more people are going to be able to use this more and more. How I think.

The problem SaaS is awful is companies are complicated and people want different things. And so the accounts payables clerk wants a view. Your your accountant wants a view, the CFO wants a different view. One person wants a button. You want to make it simpler for these people, more advanced for another. And how do you deal with this? Well, turns out generative interfaces where based off of who you are, how using your product, it can show you the interfaces you need with the views, the graphs that you like to do. Your work can be intuitive. And so it's very interesting in making products that are very powerful, but feel simple and relevant for the products. And so on one side of it, like forget ramp. I just think organizations in spending time around dynamic and generative interfaces, I think you can just make better computers, you can make better tools for people.

See is like every app or not every app company, but like a lot of these app companies now feel like they need to have like a labs team where it's like every single app company, you know, they'll hire like, you know, a few researchers from Meta or something and then all of a sudden it's like, well, you know, we can defend ourselves from the labs because like we also have a research team and we're doing like, we're doing like AI research. And it's something that I think we'll look back at in like, in some cases it will have been valuable, but in many cases I think it's just like a way for founders to be like, oh no, look, we also have researchers, we don't have risk from the labs, we're doing our own research. And I just think that there's not that many opportunities for an in house research team to be doing that much groundbreaking work relative to what the actual best researchers are doing within all the places that have the most GPUs, which is the Frontier Labs. Yeah, it's interesting because labs can mean a few things. It could mean AI research or it could mean experiments. And if you're an ebay, this isn't Ramp Labs, by the way, because Ramp Labs is doing a very different case. But there's a world where you're ebay and you realize that the labs aren't really going to steamroll you because you have this liquidity and this market and this network effect. But just figuring out the right way to integrate AI and maybe it's not just stuffing a chatbot in the corner, maybe it's something a little bit more polished and having a team that can go out and look at the full product surface area without needing to be like the top down AI mandate of like every feature needs to be AI enabled is probably the wrong pattern. But letting a team go around and say, well yeah, actually we don't need to add AI to the checkout flow because we want addresses to be deterministically verified. But in terms of descriptions, if somebody's asking about this product, throwing an AI summary there might make sense. And we're going to use an open source model for that because it's going to run on millions and millions of product descriptions or something like that.

In other entertainment news, Jake from Econ CMpic says this is almost hard to believe. Disney spent $129 billion acquiring Marvel, Star Wars, Pixar, ESPN and fox, which is 182 billion in today's dollars. Throwing all their legacy assets in. The entire company's market cap today is $169 billion. Wow. Do you know what this picture is missing? Which. What do you mean? So they're saying they acquired all these assets and the company's only worth $169 billion. What's missing from this analysis? The cash that's been returned to shareholders. Disney across dividends and buybacks has returned like 70 billion, maybe more to shareholders, which is. I don't know. I just thought. And it is an interesting angle because they have spent a lot acquiring and the company is not worth more than what they acquired. So there's this question of, like, were those, Were those acquisitions accretive or destructive or dilutive? But there is a whole separate picture which is that a lot of cash has been returned to shareholders throughout this journey. Yeah. Also. I mean, that's the mechanism with, With. With which those acquisitions were funded also. Yeah, yeah. Matters a lot. I don't know. It was sort of interesting.

In the Wall Street Journal the Bear Case for Malibu this is interesting. For decades, this 21 mile stretch of coastline served as one of America's most durable expressions of wealth, offering residents ocean views, private beach access and the opportunity to spend large portions of the day on Pacific Coast Highway. That proposition is beginning to face scrutiny. Rising insurance costs, wildfire exposure, exposure, limited restaurant options and the difficulty of completing basic errands have weakened the case for full time residents, according to property advisors who are familiar with the west side quote, you are paying 18 million to live somewhere that makes buying toothpaste feel like regional travel, said Graham Pelt, a partner at a Royal property research. Several homeowners have recently shifted their primary residences to Brentwood, Montecito and Pasadena, retaining Malibu properties for occasional use. The beach remains attractive, but the emerging bear case is that visiting it may be sufficient. Interesting. Interesting. This is. This is the wrong. I feel like this is the wrong day for Jordi to step away from the show because this is a that is not good news. I feel like he would if he were here, he would be defending Malibu, but unfortunately he's not. I have another I guess we just can't really we'll never. I think I mostly agree with what I'm reading here. Yeah, yeah, it's make some good points. There's another.

Through apparently, the G Wagon is losing its grip. The Mercedes Benz G Class, long the default vehicle of musicians, professional athletes and men who describe routine commercial activity as motion, is losing ground among a small influential group of tastemakers. In recent polling, future, Jacob Elordi and Gunna each identified the 2014 Jeep Grand Cherokee as the emerging vehicle. Yeah, I've been hearing this. Yeah, yeah. It is on the come up, citing its restrained styling, limited social media exposure and availability with a factory installed CD player. That's a nice feature. Quote. The G Wagon communicates the owner has money, said one person briefed on the survey. The Grand Cherokee communicates that the owner has somewhere to be. That's a good point. Dealers have reported increased interest in low mileage examples with dark paint, tinted windows and minimal modifications. Mercedes remains dominant among conventional luxury buyers, but among Chads with motion, according to the study, the status hierarchy is shifting. Authenticity now requires cloth seats, a loose headliner, and at least one dashboard warning light. So, yeah, and I think we found this, this graph of different tastes in cars, how they've moved. Can we pull this up? How overall taste in cars has shifted from 2025 to 2026 looks a little bit like polling numbers and we'll see. The Mercedes G Wagon has dropped from 95% approval to, to just 45%. Meanwhile, the 2014 Jeep Grand Cherokee here has jumped from 33% to 97%. Yeah, I mean, certainly among my friends, I think the 2014 Jeep Grand Cherokee has almost become kind of like the aspirational car. This is like, you really know you've kind of made it once you're riding with in one of these. Yes, yes. Other big movers, the Nissan Murano Cross Cabriolet, of course, went from 65% to 83%. The Dodge Challenger Hellcat scat pack is moved from 45% to 74%, eclipsing the G Wagon as the must have vehicle. And the 2016 Honda Accord a strong showing, going from 22% to 54%. Yeah, I mean, over the course of a single year, that's, that's a pretty big jump. Yeah, it seems like if you, if you, if you got a G Wagon, you get a 2014 Jeep Grand Cherokee and a Honda Accord from 2016. Potentially that might be the move. Well, we'll keep following the story and we'll see what Jordy has to say about all of this in the future when he's back in the tv.

Around with Jordi. Let's go back to the timeline because there are some. You're going to talk about the DoorDash CLI. Yes. DoorDash launched a CLI which people have been asking for this. Have they? Have they been doordash? I mean, there's that funny meme of like robot push the order food button. This makes it like one step easier. Are they imagining that people are locked in terminals vibe coding and that they will want the DoorDash CLI to order them food? Or. Or are they expecting developers to build whole applications on top of DoorDash? I think the idea is mostly that you'll have coding agents use the CLI to then order. So presumably you're super locked in. You've had your Codex goal running for six hours. It's going to ping something. Is this bad news for MCP because they have an API? They have just a web front end that a computer use agent can go and use. Sure. I wonder why the move to cli? Maybe it's faster, maybe more token efficient. People are trying to be efficient. A CLI means you can drop DoorDash into whatever you already run wired into your internal tools. And Office catering orders itself. I could imagine Office catering if you're starting to build or vibe code, sort of like an ERP for your office organizing, you could potentially do that. But I mean, DoorDash shared orders in an office is pretty seamless. Usually someone who's like quarterbacking the order would just drop a link in Slack. Everyone picks what they want in the DoorDash app. It's all linked together and paid. I mean, I think it's just one of those like last mile problems where you've automated so much but you still have to manually do the DoorDash order. Might as well just. People are having fun. People are having fun with it. Lawrence Jank says my biggest fantasy is becoming a reality. Jarvis, order $57 worth of Shake Shack on DoorDash. No tip. That's a lot of. That's a lot of Shake Shack. That's potentially not that much. Shake Shack is actually pretty expensive. Yeah, 54. $57, so. Or maybe first that's got to be like two huge burgers and yeah,

Two huge burgers and something well Mod Retro CEO Toren was interviewed by Take him and Dylan Abruscado on our team shared his favorite moment from the interview. Tay's take says I'm extremely bullish on Mod Retro. They have Steve Jobs like product taste that will serve them well beyond Retro video game consoles. That's interesting. What would they do outside of retro video game consoles? Something new. Something could compete with the Xbox. Jobs original DNA was combining beautifully designed high quality products with a simplified friendly customer experience. After using the Chromatic, I believe Mod Retro can deliver that type of premium user experience with less frustration and fewer data privacy issues. I wouldn't be surprised to see them expand into televisions, headphones and other high volume consumer electronics. Maybe a dumb TV which Palmer was talking about when he came on the show. He's sick of smart TVs and their advertisements and signup and all QR codes and all that ipod like device music I'm very interested in. Do you think the M64 will be somewhat hackable in the sense that you could get sort of a dummy cartridge and then you could potentially Vibe code a ROM that loads onto the Mod Retro gives you the full experience of the controllers because we've been building a lot of web based games and WebGL and those are fun but it just doesn't fit. Feel the same when you're on a MacBook keyboard that's not really mechanical keyboard. You don't have a mouse, you don't have a controller I bet. I imagine it's also pretty easy to wire up an Xbox controller as an input to a web based. Yeah, I mean you can just connect Bluetooth. It's like. Yeah, but there's something magical about the original sticks of the N64 and actually seeing it like the constraints actually breed the innovation. You can create some mashup between Mario Kart and goldeneye or whatever you want pretty easily with Vibe coding. It'll be interesting to see where the hackers take it how moddable the Mod Retro is. Anyway, we have our next guest in the waiting room. Let me tell you about Cisco. First critical infrastructure for the AI era unlocks seamless real time experiences and new value with Cisco. And we have Jordan Black from Senra Systems. He's the co founder and CEO with a huge funding announcement. How are you doing? Welcome to.

Stop making excuses. California Forever lost a $3.2 billion shipyard project from defense startup Sironic after the company chose the port of Brownsville, Texas over Solano County. Oh no, you're not supposed to clap for that. We got a Texan in the studio who's happy about that. This is bad news for California. We want California to have a whole bunch of amazing stuff. Brandon Corral, who wrote the newsletter tppn.com today, was very disappointed about this. The automated shipyar known as Point Alpha Port Alpha is expected to create roughly 10,000 permanent jobs, along with thousands of union construction jobs. Supporters say California's lengthy approval process ultimately cost the state one of the first marquee tenants that California Forever had pointed to as evidence its planned city could anchor a new era of American shipbuilding. Joshua, executive director for the California alliance for Jobs, said California failed to move with the urgency the product required required, quote, while Texas moved quickly and aggressively. Thank you, Jackson. California could not provide clear expedited approval process needed, he said, calling the decision an enormous loss for Solano County, California workers and our state's manufacturing economy. Earlier this year, California forever signed a 40 year construction labor agreement covering 70,000 acres, and labor groups later backed legislation to fast track environmental review and permitting for the proposed shipyard. The legislation has yet to advance. Instead, Texas approved a $211 million tax abatement package in June to secure Sironics investment at Brownsville, roughly 20 miles from Starbase. Labor leaders said they warned that without expedited approvals, the project would leave the state, and that is exactly what happened. A project insider told the San Francisco Chronicle that California Forever itself remains on track, but acknowledged that losing a major defense contractor sends a powerful signal about the state's ability to compete for large industrial investments. Very disappointing, but I like Yan. I like the California Fair project, and I'm excited for where he takes it next. I'm sure he's on the hunt for the next major.