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And likes on this Nikita flag. Something interesting. What do you say? He said. Didn't know Scotland had so many AI labs. I don't understand. Pulling up a map of all the Great Glen distillery. Kleinlich distillery. We should open a distillery. Sounds pretty good. Sounds pretty good. Okay. One of the most interesting opinions on this issue comes from Flo Crevelia.

Crowdstrike. Your business is AI. Their business is securing it. CrowdStrike secures AI and stops breaches. Will be interesting to see where people Denny's was getting in the mix. They found Venn diagram Denny's. Nvidia knows the importance of staying open. Denny's is just like all in on the Jensen lore and they're just. They're smart. Is Denny's the one that's always been good at social media or is that Wendy's? Wendy's. Wendy's was the one that was like really Twitter brained back like a decade ago. But I think Denny's clearly has a good social media manager because he picked up 28,000 likes on this. Nikita flagged something interesting. What'd he say? He said didn't know Scotland had so many AI labs. I don't understand Pulling up a map of all the Great Glen distillery, Kleinlich distillery, the dodochrome. We should open a distillery. Sounds pretty good. Sounds pretty good. Okay. One of the most interesting opinions on this issue comes from Flo Crivella. Crivello, who's been on the show. And he's interesting because.

Automating business workflows. Codex helps you move projects forward from start to finish. Startup school. This is insane. I cannot believe how massive this event is. It's sick. Yeah, I think it's so. Almost every take that I saw was negative. Really? I saw a lot of people that were like, this is. They got me back. Really? Yeah. Okay, that's good because to me it's a completely different ethnic. To me it's like this hilarious Start. Startup school has been something that is free. Yeah. Online and it's just anyone in the world, if you're generally interested in starting a startup, you can just do startup school. It's basically the same years ago. It's basically the same curriculum. It's the same like lessons and learnings. You just don't have the capital that comes from a typical YC batch and you don't have the one on one sort of mentorship through your batch. Yeah. Otherwise they're basically just open sourcing the YC playbook, which. The YC playbook just works. It's like general. There's, there's not a lot of good general advice. But YC's advice is generally good. Yeah. Maybe we should ban it. It's too powerful. Yeah. They're open sourcing. All this good advice that would normally come from venture capitalists. Venture capitalists, like effectively like closed source institutions of venture capital of startup wisdom. Yeah. And this is an attack on, on the, on the tier one VCs. Yeah. And all their great advice. They're. They're hard won lessons. Yeah, exactly. Yeah. They had to sit in all those board meetings. They were tuned out. And then, and then YC is basically distilling and giving it away for free. It's crazy. Shut it down. I got it down. Yeah. I think this is awesome. Like if you think that startups are good, like why, why hate? Why hate on this? I think the take that says Scott Stevenson who's been on the show over at Spellbook Legal says, I have great respect for yc but need to say what many are surely thinking. Startup school in a stadium feels antithetical to the YC brand and to what makes startups work. I mean it was a very garage effort. When Paul Graham started Y Combinator in Cambridge, it was like he's cooking for the startups. Yeah. The YC brand felt like it was designed to filter out status chasers. The thing is, is like being a founder became cool and something desirable and now people get into YC and because of the way that the Internet evolved, they're like, they'll make a video with, like, some clickbait. They'll make a photo with click. Like a clickbait, you know, you know, cover art, thumbnail. And say, like, I just got into yc. Yeah. And so that's just like, I would never make it. Being a founder became high when YC started. When YC started, being a founder was relatively low status. Now it's relatively high status. And so status chasers are naturally going to go through YC now. That's going to lead to a lot of failure because you shouldn't probably start a company in 2012. Everyone from my peer group was like, oh, that sucks for you, dude. You couldn't get a job at McKinsey or whatever. Your fake startup sounds really exciting, dude. Like, good luck, you know, it was not like, oh, wow, like, congrats. Like, yeah, like, stay safe in the Tenderloin. Yeah, exactly. Yeah. In your house with like four other people. Yeah. I don't know. I get. I get it as. I guess I get that. That criticism, but just in terms of, like, the content and the aesthetics. Electric. Electric. Like, you get Jensen on stage, this key moment, he's talking to a bunch of people. Like, it's just. It's just fun if you're learning about startups to go and see these people talk. If you're. If you're really, really new. Like, if you're. If you're. And that's what this. And that's what startup school is for. And is it true that Gary Tan did the little yachty walkout with the microphone? I think he did. Is it true? Because I didn't see a video. Yeah, I did hear that the pyrotechnics budget for this was over a million dollars. Wow. Yeah. Wow. Yeah. Explosive. Huge. Huge. Enough pyrotechnics to level San Francisco if things went wrong. Oh, wow. It was sort of like a Bet the Farm type of moment for yc. Yeah. Just constant sparklers and fireworks going on. I don't know. I was into this, but, yeah, people are. I guess people are not into it. I don't know. Oh, hi, Sam. I don't know. I think. I think it's great. I like it. I think it's fun. The great AI psychosis hive mind of San Francisco. Wow. Yeah. People are all. Do they all have headphones? What are the headphones for? Interesting. Silent disco so you could listen to the talks. I don't know. And then they gave Update for the 4 and a half thousand attendees. This can successfully pass through tsa thank me later. They gave us a portable battery and it looks like a bomb, so people are like. But people got it through tsa apparently. Pretty cool. Pretty cool. Anyway, let me tell you about Figma agents. Meet the.

We have robots, you can talk to them. So basically the idea is we put out different interfaces. One in some of the interface. Again, as you can see here, you can talk to the robot and ask it things and the robot just responds to you. We're going to also, throughout the week, we're going to launch more and more different experiences and we're going to showcase different ways to interact with robots. So our company is research heavy, research lab, Research heavy company that focuses on robotic foundation models. But we also think deeply and care deeply about the experience. We think novel user interfaces are going to be a huge enabler for robotics. So we kind of wanted to put out something that is very wide to learn how people want to interact with robots and take that learning and put it back to the research. So in those experiments, you're seeing, you're seeing one robot that you can fight with, like a robotic sword fight. So here it is, one of them is controlled manually, like a teleoperation, which is the user. And there is a robot that is an AI robot that responds to the user. So it actually fights. So this is one way of interaction. Another one is you talk to the robot something and you see what it does. So the painter, you give it an association, it plays like a Pictionary with you. And then after the experience, you can ask it to do some pantomimes. You can imagine the brush is anything and it can be a wand, it can be cleaning as a broomstick, cleaning the floor. So this is where the AI comes in. This is where our models, our foundation models comes into play. And we wanted to showcase both interfaces and the models. What's your opinion on robotics?

Yeah. I love the. Thank you so much. Kick us off with the fundraising news. I want to smash this gong. Well, you've seen we raised $1.6 million. Congratulations. Nine million post money valuation. Nine million dollars. Yeah. Announced today. Super happy and new studio. It's. It's cooking. It looks huge. You got to trust there. Graphics are. Are. Are on point. Everything's coming together. Can you just look at that? Give us a studio out of 10. This is a 10 out of 10.

It is gamed. And I think there are some companies that are pretty reckless with that. They're telling you that you're younger than any real. It's called a phenotypic age is what would be kind of the fancy name for. It would actually tell you. And so I think that's a little concerning that people are doing that where it comes from. There's a researcher at Yale who produced the most valid calculation of biological age. And it takes nine biomarkers. And it's a little bit more, it's a little bit fancier than just comparing you to average, but I think that's directionally right. And so I wouldn't put too much stock in biological age. I would take very seriously heart health markers, metabolic markers, inflammatory markers, and these are the basics. It's like, know what your LDL is, know what your hemoglobin A1C is, know what your HSCRP is. C reactive protein is going to give you a sense of inflammation. If you're paying attention to those things, you're going to do way more than, you know, caring too much about a biological age. What's your date?

There's a lot of people watching right now that become two one dimensional math performance marketers and they lose. In fact, you boys were one of my favorite executions to watch from afar because you guys played like me. You sell more on brand than on math. You guys were getting brand deals that were completely inappropriate because you sold on value, not on metrics. Yeah, I think that that's how I think about technology and sports. If we get all the way to full AI robots and everything's 100% black and white, I think the league is going to learn pretty quickly that we as humans need a little romance, need a little gray, not black and white, need a little of a balance. And so just like I wish in political terms that everyone was purple instead of this garbage red and blue, we're in with the sports and technology and replay. If they can find purple, I think it's great. When they go too red or too blue, I think it's a problem. Yeah. Even in form, even in Formula one, there's, you know, the drivers are having issues right now because there's AI is deciding how much energy, fuel and how much power. And they're all just getting angry because they're like, am I, am I losing because I'm not as fast as my opponent or is my, is the AI running on my car just not as dialed? It's all these analogies. It's like, is dinner fun without the side dish and you know, the amuse bouche and dessert. Like when we get so binary. We all want a little romance. We need a little romance. Okay, one more potential league. I want you to run this down and let us know next time you're on what you find. But I have a theory that when every car on the road is autonomous that like driving on the track is going to have a resurgence in popularity because people are going to be, you know, it's so romantic. It's so romantic. There's so much great history around racing. Every person, everyone I know. Hit me with the counter. Yeah, hit me with the counter. But I have a theory that like things like, like there's something like a slam, slam ball or whatever it is for driving. And that's just the one. Just like demolition derby. Oh, something like rally car. I was driving yesterday. I was driving a, I was driving a dune. Bug was like on a trampoline. My buddy. We were laughing. It was so much fun. We're drifting around corners. Yeah, it's a more dirty.

Kind of like the overall thing. Yeah, I mean there's so much news about this particular topic. The essay was written at the perfect time, just before Kimmy K3 man, it was good timing. We had no intel. We had no intel. But I mean, were you a believer in just the fact that the open source market generally lags the frontier by six months? And that's not changing because there was this graph that was going around for a while that was showing that maybe the closed source was scaling on a slightly steeper curve than open source. And this was driving sort of a couple months ago when we were in between open source releases, people were starting to say maybe they will plateau because the training cost will be so high that you'll have sort of like what happened at Meta that will just happen in China because China will just say, yeah, like if we're going to spend a billion dollars on this training run, it's not worth it to open source it. But it feels like they found an economic model that makes sense. Kimi's license is out today and they're going to take a portion of revenue if you're really selling a lot of Kimi tokens. And so was this built on an idea that the open source and closed source frontiers would always be on basically the same track? Yeah, well, I think, I think, look, that is, that is the question. Yeah, yeah. And so look, our view is, I mean first of all, like the gap is closed a lot. And so kind of the key conversation online over the past week was, you know, is destination the reason for this or is there some other kind of mysterious reason? And the truth is like, you know, there are two camps, like everything, you know, people are kind of extremists. You know, when, when there's conversation, everyone, there's a group that are like, hey, destination does nothing and there's a group that's like this station everything. The truth is from the conversations we've had, it's somewhere in the middle, right? Like whether it's 20%, 30, 40, it doesn't really matter as much. It is meaningful that we know, we know from the labs, you know, there's tens of millions of, of of queries through these like large scale proxy distillation accounts. We also know, on the other hand, if you speak to anyone who's like leading in synthetic data gen on pre or post training at the labs, like they will tell you even if you do like hardcore kyc and then like, let's say you get access to these kind of like, you know, you don't have all the traces. You don't have kind of, you know, like the chain of thought. There's a lot of RL that happens, right? And you just get the output. Like, let's assume you just get an output from a query per prompt. It is still extremely valuable. Like, that is 100% true. And so we know distillation is real. And then the question becomes, well, if distillation is real, you know, how do we address the asymmetry that exists between, you know, if you're a Western, you know, U.S. company or, you know, just a Western company, you're not going to, like, go and set up, you know, 35,000 proxy accounts with, like, different IPs around the world and go into philanthropic for the fear of being sued and being called out and even being cut, you know, shutting off access. And so there is the structural asymmetry. And I think it's something we have to think about. So you have to create the meme of token. Max. Yeah, go ahead. To create the meme of token. Token leader. Maybe, maybe.

Do you think he potentially, because we were trying to do that. John did the math and he said that if he was going to dental school for a decade and he had a bunch of dependents, it's possible the total package could have been in the, in the $10 million range. But you cover nil stuff a lot more. True. You'll appreciate this. This is one of the rare moments where I get to do this and I always look for it. So thank you men. I'm going to clip this. The answer is I don't know. I've just not paid enough attention. I've been a little bit of a bubble. I'm very in. I'm in a very weird place right now. I've been in a seven to ten week cocoon around the collectibles industry becoming the collecting, becoming the next lifestyle genre. And so like my consumption of anything happening in pop culture is at an all time low. The last two months I've been in the lab, like in the lab on this thesis that I've been on for about eight years that I think is about to completely blow the roofs off of. Like for example, let me give you for instance, to give you even more color again, always try to think about how to bring value to this smart show. We've started at VaynerMedia a collectibles marketing division just like there started just like Coca Cola started a sports marketing division when the Olympics were getting important as a driver to consumption. I believe in 10 years every fortune 500 consumable product apparel CPG will have a collectibles marketing strategy. I don't know if you guys saw lines around the door at Popeyes Chicken for the one piece collectible people flooding to a Dodgers game to get the one piece collectible. I think that in differentiation in an AEO Geo, you know, agentic commerce world, differentiation around collectibles and community to get people to stop their normal pattern of what they're just reordering because they want to buy a deodorant that has a collectible of their favorite. I just see collectibles eating up because of what it means for community and analog and value and investment. Yeah. And AI creates like insane. Is going to continue to create insane abundance. Like one example is everyone. Everyone can have a SaaS product now. You can make it. Everyone will. Everyone will. What's the chain? Everyone who wants to.