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Clanker. What do you think of that? I'm so this, this comes from somebody says when you call customer support and a clanker picks up and it's somebody pulling off the headphones. Very annoyed. And Kit Greer Mulvenna says, can't believe I've lived far enough into the future to learn the first slur for robots. 600,000 likes on this Clanker is definitely going to go mainstream. It'll be an okay Boomer moment. It'll be okay. Clanker. Yeah. There's going to be so many memes around this. Do you like that as a pejorative for AI systems? Do you think it's a good term? I'm big into not using slurs against anyone and robots as well. Right. They remember everything. You're get. You're going to be in the training data. Yeah. They're never going to forget. Maybe we need to coin a positive nickname for AI systems along the lines of a gigachad. But something along those lines. Gigabyte. Gigabyte. A gigabyte picks up something along those lines. We need. We need something that's uplifting as we go into the age of super intelligence. That makes sure that we are speaking of super intelligence. There's a post here from Barely AI and it's DeepMind founder Demis has Sebis on how he set up his life to maximize deep thinking with two full work days and a 24 hour period. I'm gonna read through this and then I have some. Some thoughts. Dennis Demis says, I think I probably have some quite unusual habits. I generally sleep at about 4 in the morning. Goes to sleep. I get into work around 10am, do a full day's work in the office, come back for dinner, spend a bit of time with the family and then start a second day's work at 10:11 and go on to the small hours in the morning. Usually that's the time when I do my research. I'll be reading about the latest academic papers. I like doing all my kind of creative thinking. And in the small hours in the morning, I thought this was funny because there was a post. There was like this viral video from this like hustle. Pull it up. Pull it up. This Hustle bro that. He was getting completely roasted. Can we, can we pull this up? I just put it in the top. He was getting. I have changed and manipulated time. It's one of the greatest. It comes from this, this podcast and it's one of the funniest memes of all, all time. I love it. So hopefully we can play this on the stream because it's. It's a fantastic Mars eve. In the chat says row buddy. Oh, Robo. I like that. Okay, let's play this and listen to this. Play this. Can we get the audio too? Maybe refresh? Is that going to work? Can you scroll back on? It's short now. So I measure time. I've compressed and condensed time. I've bent it. My day is 6am to noon, and I'm not crazy. You're crazy. Thinking it takes 24 hours. Just like some dude in a cave did 300 years ago. That's the best part. My second day starts at noon and goes till 6pm if you're standing up. Right now and the next day is. 6Pm to midnight, what I've done now is I have changed and manipulated time. I now get 21 days a week. Stack that up over a month, I'm gonna kick your butt. Stack it up over a year, you're toast. Stack it up over five years. My entire life is different than it would have been otherwise. So I measured time. I've compressed and condensed time. I've bent it. My day is 6am to noon, and I'm not crazy. You're crazy thinking it takes 24 hours. Just like some dude in a cave did. Three dude in a cave 300 years. Ago till 6pm 1700. What are we talking about? Midnight changed the manipulated time. I know. We built the Lou 300 years ago. I'm pretty sure over a year, you're toast. Stack it up over five years. My entire life is different than. Kill that. Kill that. Okay, Demis can say that. And he goes viral. Everybody's like, wow, Brilliant, genius. Gigachad. Gigabyte. Yep. He as a hustle guy. And all of a sudden you're demonized. You know, demonized for compressing time. You can't even compress time in this country. Demis has changed manipulated time. Not like someone living in a cave 300 years ago. I don't know. I think. I think part of it. Part of it is the way in which it was presented. Demis was just like, I do this. It works for me. This guy was like, I'm gonna kick your, but my life's going to look completely different. Stack that up over a year, you're toast. Stack that over five years. My life's completely different. That's great. It is a good habit. I guess we should have Demis and that guy on the show to just hash out time. Compression. Time compression. Great debate. It's great. Yeah. Podcast crossover. Let's get them two on a podcast together. That would be fantastic. Anyway, more more hilarious posts on the timeline from Power Bottom. Dad says I'm pregnant. She said holy base. Base. He said great. Which is the only response. And there's another post from him in here. Just a completely insane stat. 12 million less children. 41,000. The story here is 41,000.

Oakland called Sky House. The masterpiece of the home was a 1,000 square foot glass veranda that was created from 28 tons of industrial glass. The owner considered it a piece of art. From this vantage point, you not only had fantastic views across the hillside and out to San Francisco Bay, but since the veranda was made of glass, you could see into the family room below it. Walking out from the kitchen onto the glass floor was not a comfortable experience. I'm afraid of heights, so it took a bit of trust to walk out there. It gets even scarier when you go toward the railing because a drop to the ground 30ft below is visible there through the glass. Many people who came to see the house were timid about walking onto the glass and several asked if they needed to take their shoes off. Of course, the glass did create some issues. Women were not excited about the balcony because of the optics from below. And when we planned the open house, we wondered if we would. We should tell people not to wear dresses. But the veranda got us a lot of exposure for the house and it sold in two months to an out of town buyer for 2.655 million, just shy of the asking price. Then there's another one. Chip Madsen says in February. This is in Las Vegas. I sold a three bedroom four bathroom home on the 10th hole of Canyon Gate golf course in Las Vegas, right near Andreessen Horowitz's new headquarters, I imagine for 1.7 million. It had all of the luxury, usual luxury features that you expect in a home of this calib. But one feature I didn't expect when I first saw the home was a cabana bath by the pool that was hidden behind a rock wall. This was not the only unusual bath in the house. There was also a secret bathroom located behind a bookcase in the family room. But the one by the pool was hidden behind a giant rock wall with a lazy river streaming above it. And anyone who walked in was taken by surprise because when you turned on the light, you realized you were in a rock cavern, but with a full bath. The walls and ceiling were built to resemble the contours of a cave. And it was all done in various brown tones to resemble the rock walls of an actual cave. Speaking of caves. Yes? We should pull up Sam on the O. Vaughan. Sam is talking about his bunker. If we can pull up the video. Oh yeah, I want to pull up that. Do you have the time stamp already? Yep. There's another one here from the Modern Family actress Julie Bowen. She was talking about today. I live in Live with my three sons in Toluca Lake in Los Angeles. I bought an updated farmhouse and barn in 2022 following her divorce. Previously, they lived in a beautiful mid century glass box. But my boys were skateboarding into the walls. Growing up as one of three girls had its challenges. Now I marvel at the tranquility of my boys. Girls have a million things to say about everything. Boys say nothing. They grunt and eat food. That was a great section in the mansion section. Let's pull up Sam Altman on Theo Vaughn. And was there like a. Just a practice or was it just his verbal reminder, like, I'm gonna do that? I just kept saying to myself, yeah. I was just like, someday you'll miss these moments. You may as well find a way to like, find the happiness and kind of great gratitude for them in the moment. Yeah. A lot of these guys have bunkers. Zucky has a bunky. I know that somewhere people have bunkers. Do you have a bunker? Underground concrete, heavy reinforced basements. But I don't have any. It's like not beating the bunker allegations. You definitely have a bunker. Describes the bunker conversation. But I am going to call that out as a dang bunker. Dude, that's a bunker. Exactly. It's a bunker. What's the difference between a basement and a bunker? Here we go. Semantics. What's the definition of it? For whatever. I know. Yeah. I have been thinking I should really do a good version of one of those. But I don't. I don't have like a. I don't have what I would call a bunker. But it has been on my mind. Not because of AI, but just because of like, people are dropping bombs in the world again, you know, like. That's a good point. That's a very good point. Yeah. Basin right there. Part of a house building. Typically, you know, Theo's back, checking him. Putting him in the true cities. This is technically a bunker for protection, often military or emergency related, not beating the bunker out. Do you use ChatGPT as the fact check? Oh, we did this. I appreciate it. We did. This is nice. If. Okay, pull up, pull up, pull up. This other video. It's in. It's in the. In the chat with the team. Sam has some interesting thoughts around sensitive stuff that people might have in ChatGPT. Okay. Oh, yeah. People were reacting to this a lot. Policy framework for AI. Yeah. One example that we've been thinking about a lot. This is like a maybe not quite what you're asking. This is like a very human centric version of that question. People talk about the most personal shit in their lives.

If you're trying to turn around Marc Jacobs or increase Aeropostale or Nautica, of course, put cities Sweeney in the ad. That's the move. Overfit. Quantitative strategies has the meme you find your target audience, craft a compelling message, reach them through experience. Marketing storytelling is key. Long term brand loyalty is the end goal. And they say this marketing thing is easy. You just put Sydney Sweeney in the ad. And of course, that's referring to. What is it? American Eagle. American Eagle. Are they already owned by authentic brands? Oh, maybe, I don't know. Anyway, no, American Eagle is publicly listed. Publicly listed. Right. The new CEO is making moves, putting Sydney Sweeney in ads and absolutely printing and bringing new relevancy to that brand. I mean, wild. They're up 16% over the past five. When was the last time people were talking Sweeney effect. When was the last time people were talking about American? I wonder, I really wonder how much they paid her for this, because she clearly could. I mean, probably. It would be hard for her to capture the real value of this totally. If her manager. What was the market cap move like? How. What's their market cap? And you said sitting at 2 billion. Up 16% over the past five years. Yeah. That's 300 million. So, Sydney, if you got less than 200 million, call us. We'll help you negotiate the next one because you deserve everything. The question is, is how many? How many times? How many times? Oh, and this. Apparently somebody called out. The second part of this ad was made with AI. Oh, really? So look, when the car is driving away. Okay, okay, so she's getting in the car. This is real interesting. Okay. Could have been fake news. Eleanor transitions. Yeah, I don't think she was doing that. Burnout. Yeah, the burnout would be really hard to do in a soundstage like that. That feels really, really difficult. Well, some deep TVPN lore. Our production team went to college film school with Sydney Sweeney. Yeah, I don't know if I'm supposed to, but I just doxed you guys. Anyway, I am a podcast crossover accelerationist. You are. Posted this last night. I'm not satisfied with Sam Altman on Theo Vaughn. I want Tyler Cowen on Hot Ones. I want Dylan Patel on Nelk Boys, and I want Sarah Payne on Impaulsive. Had some fun with this. People are really into this. Imagine the Hot Ones audience interacting with watching Tyler Cowen. It'd be hilarious. It'd be amazing all the time. All of these are good ideas that would go viral. I want more of these crazy crossovers and I was thinking about it like the Sam Altman on Theo Vaughn. This is a formula that is. It feels very new, but it. It has happened before. And I was thinking about. Are you familiar with Loveline? So back in the late 90s, early 2000s, there was a show, a radio show. You were like, what, 30? Yeah, exactly. I don't want to date. I don't want to date you. There was a show, a daily radio show. I think it was an hour or two, two hosts, not unlike this one, but it was between Adam Carolla and Dr. Drew. And they played different characters because they were different people. One was a comedian who would kind of make fun of every situation that came up. And the other one was a doctor, like a clinically trained psychiatrist or psychologist. And so people would call in with their relationship situations. Kind of the precursor to the T app. Am I dating the same man? We got to talk about the T app, by the way. We do, we do. They were recently hacked, apparently, and everything is leaked. Unfortunately, even a hack, if it was publicly accessible, it is crazy. You would expect a Salesforce PM to be able to lock down the database a little bit better data walls. We will see how true that is. I saw some community notes out there. I want to hold my judgment until I see really how. I mean, because this could be something that people. There's apparently a five. Like a. It could be fake, it could be AI generated images in there. It could be all sorts of things. You know, we don't know. I'm reserving my judgment until I see it in the. In printed in paper. I need it in the Wall Street Journal to believe it. I don't know. But this Loveline show was very popular. People call in with relationship problems. Oh, I think this person's cheating on me. Or I'm, you know, how do I find a date? This type of thing. And then Dr. Drew would give a very serious psychological analysis. As a doctor. He's actually like a board certified psychologist, I believe. And then one of us should become a doctor. And then Adam Carolla would be just the jokester, just the comedian. And he would just like have a lot of fun. It was a very good show. It was very successful. And it went on a massive run. And then they kind of like scattered to the wind and did their own things eventually. But this putting two people together that have different interests, it actually creates something new and beautiful. And I think it's a case for.

Been to the UAE twice and met so many amazing people and share. I've never been to the uae. I've been to Qatar and it was cool. And other than that, I don't think I've been to anywhere in the Middle East. Maybe I should go. I don't know. Need to do a world tour. I met a buddy of mine, a now friend. When I met him, he showed me he had his formal, formal wear on and he got it custom made to like you. Casual Friday. Casual Friday over here. Sorry, sorry folks. And he had a custom insert for his vape. Okay. And then extra cartridges. That's pretty sick. Who's that? Who's that custom designer that does extra pockets everywhere. That's like a thing is that. I'm not gonna, I'm not gonna, I'm not gonna name their friend, their friend. Accidental pockets. Just throw a pocket on. So these are not advanced talks, these are early talks. Early talks. Preliminary talks. Yeah. A preliminary talks. Ok. But they are talking terms. There are other preliminary talks going on between us and Adquick for their next. For the next billboard buy. You could be in advanced talks with Adquick. If you're interested in making out of home advertising easy and measurable, you can say goodbye to the headaches of out of home advertising. Because only Ad Quick combines technology out of home expertise and data to enable efficient seamless ad buying across the globe. Given how addicted we are to out of home, we're pretty much always in advanced talks. Always. Always. The good folks at Ad Quick, Bernard Arnault is in the paper again. LVMH boss Bernard Arnault seeks to avert the trade war. This is a very interesting article. I wanted to kick it off with a little background on Bernard Arnault. So we have some posts here. One from Speedwell Research, he was explaining the difference between iPhones and Dom perignon. And the CEO of LVMH says in 50 years time will the iPhone still be used or the people who are making it today will they have found out what will be at the cutting edge at that time. But I believe I can say without being mistaken that in 50 years time we will still be drinking Dom Perignon. I agree. Iconic. I agree Jony. I've and Sam Altman aren't teaming up to make a champagne brand baby. They're coming for the iPhone. The issue is it's hard to. It's hard to create legacy quickly. It is, it is. Heritage is not. Is not made in a day. The other funny thing, this is extremely disrespectful to Apple. Did you know this? So it's disrespectful in multiple ways. One, obviously Apple would say, of course we'll be around in 50 years. But Apple has a set of rules for PR people. And if you're working with them and you're talking about the iPhone, they have a set of rules for how you talk about the products. And they specifically don't want you to say the iPhone. They say, let's talk about iPhone. Really? Yes. And if you watch the keynote, they never say the iPhone. They say iPhone. Know the. And this is just like part of their thing. And they have a set of rules that are like. It's like hundreds of pages in this PDF. It's crazy how much control they exert over the. Over. Like, I wonder if you can get. Siri to say the iPhone. So they. They have a bunch of funny things. You're not supposed to say. Click here. You're not supposed to use App Store generically. You're supposed to capitalize it. You're not supposed to say the device wants, thinks, or tries. Apple prefers a tone that's helpful, not whimsical or personified. You're not supposed to describe the apps that come with the device as free. You're not supposed to say, oh yeah, Apple includes like a free Maps app. You're not supposed to say that if you're doing an iPhone review. And so choose your words wisely if you're trying to get good graces of Apple's PR team. And I don't think Bernard Arnault will be reviewing the next iPhone with language like that. This. But maybe people will be using their iPhones to buy dom Perignon in 15 years. Max Meyer highlighted a quote from Bernard Arnaud a while back earlier this year. He says, when. When you cannot. You cannot dream when you talk numbers, when you create desire, profits are a. Consequence so good you need to be creating design. I think this is in reference to the Tiffany store in New York. Yes. He spent $500 million renovating the Fifth Avenue Tiffany flagship. People were like, that sounds like a lot. Just spend on a renovation of a single store. He says you can't dream when you talk numbers. Don't talk numbers. Create desire. And if you want.

Is really, really strong. They both have good margins and they've really optimized for cost and reliability and yield and intel has kind of lost a step there and so they will probably need to get on Linear to make this work. Linear is a purpose built tool for planning and building products. Meet the system for modern software development, streamline issues, projects and product roadmaps. So Lip Bhutan, if you need an intro to the folks over at Linear. Reach out, we will make it happen. Reach out and we'll figure it out. Intel is of course down almost 10% today. Market is not loving much of anything happening over there right now. Yep. So semi analysis continues saying intel, the home of Moore's Law. Gordon Moore of course worked at intel and coined Moore's Law the idea that the number of transistors will double every few years on a silicon chip allowing for more compute power basically at the same price. They are, they're evaluating if it will continue at the leading edge. This is, this is what moves the stock in my opinion more than the 15% layoff. The layoff seems like reasonable downsizing, but deciding hey we're not even going to compete on the, on the most advanced semiconductors. Which is what Elon, Google, Anthropic Sam Altman. You know every single company is like give me all of the best and give me hundreds of thousands of the best. The rest of the stuff is like okay, I'll go to anyone cause I need a wi fi chip in my toaster. So the quote from the 10q from Intel's 10q is however, we are unable to secure a significant external if we are unable to secure a significant external customer and meet the important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading edge nodes on a go forward basis. In such event, we may pause or discontinue our Pursuit of Intel 14a and successor nodes and various of our manufacturing expansion projects. Just and semi analysis says just like that we could be talking about a TSMC monopoly and the death of American made semiconductors forever. Very dark. Well let's tell you about restream one livestream 30 destinations. We couldn't do the show without it. Multi stream and reach your audience wherever they are. You can sign up for free at restream. So in other semiconductor news, there's a big debate going on around etched. I reached out to the founder, I did an interview with him a while back. I'd love to have him on the show. He was Gavin Uberti etched is the basic high level pitch is. We're taking the transformer architecture and we're baking it down into silicon. Semianalysis has been taking some shots at the idea saying hey, it's just marketing but. But I feel like he has something else going on, some other strategy. Teal fellow, very smart guy, very interesting, very nuanced take on AI and a lot of his predictions have been right since I interviewed him a few years ago. And so I'd love to catch up with him and hear his rebuttal to this at least. But basically semianalysis makes a very detailed analysis saying that transformers are 90% matrix multiplications. You take a bunch of math, you multiply it together. So baking trans the transformer architecture into silicon doesn't actually get you that much. A different semi. Semi semiconductor analyst. Semi analyst. A different semi analyst. I don't know why they call them semianalists. I think that they're full time analysts. Yeah, I don't think they're anything but semi. It's rude, it's very rude to say that they're part time and they're clearly putting it all on the line. They're putting it all on the line for sure. So Sally Ward says, okay, I'll bite. Yes, making a transformer chip does mean making a large matmul engine. But there's a lot more to efficient transformer inference than gems slash flops. You need to be able to feed and use those flops efficiently. Goes back and forth a bit. Even takes a shot at them using gpgpu which I guess is an industry term. And. And the Semianalysis team drops a very, very thorough post. You can just go read it. But they close in regards to. By the way, no one in AI has used the term GPGPU since about 2020 that that this is. Many chip architects definitely continue to refer to AMD Nvidia Intel ARC class of software as GPGPU and differentiate from the Trainium TPU Gowdy style architecture and programming model. So a little bit of timeline and turmoil in this semi analysis world, which. I enjoy by the way. Somebody one of our early listeners, Wade Lloyd bought timelineinturmoil.com and redirected it to TVPN. So thank you to Wade for doing that. It is a fantastic domain. But yeah, so big debate over how much more you can squeeze out.