NEWSMAX

Legal for AI models to offer advertising. And we need to really examine referral fees as well. The last thing we need is to have algorithms designed to maximize revenue driving LLM output and interactions. I would just say here, every for profit company is set up to maximize revenue regardless of how they like. That is the goal of a. I guess you could argue that OpenAI is a nonprofit, but he says they are already recommending brands. We don't know if they're getting paid for it. We need to have our. We need to have learned our lessons from Algos and social media pull up. So intense. It has a. I'm not going to be able to. It has a lock on it. That's great. That's great. I don't think. And so I started by saying guy who made his money selling ads online wants to ban selling ads online. There we go. John is locked in. I need to strap it in fully this time because last time it was shaking around a lot and I had to. Shantanu in the chat says, dude, I'm in a test flight for an ad based AI chat router mobile app for free reasoning will ship by next week. Interesting. So that's cool. They're coming, they're coming. Okay, so the argument for banning AI. Can you put it on for fully, please? Yeah, you got to put it on full drone. There we go. The argument. Can you hear me okay? Yeah, I can hear. The argument for banning advertising in AI chat based models is the same argument for banning not just TikTok but all short form video, all brain rot apps, all slop apps. So many people, when they make the argument that TikTok should be banned, they make it based on geopolitical considerations between China and America. And they say that TikTok is spyware or TikTok could be manipulated by the CCP to change political preferences in the United States or potentially do something harmful to the American population. Get them less focused on math and basically creating shareholder value and instead more focused on just, you know, arguing with each other about whatever's viral that day. And there's this famous example of like, oh well, like the TikTok in China just shows you math and education videos and the TikTok in the US shows you like, you know, random, you know, slop stuff and controversial videos to get you to never stop watching. And so you have to put all that aside because this is not a geopolitical discussion. This is a discussion of business models. But there are people to who argue that it's not just TikTok and you should go farther. And you should in fact ban YouTube shorts and Instagram reels and ban video. Ban video? If it's short and vertical, yes. And the reason is that it's a. Terrible drug for the mind. It is addictive and it leads people to drop out and stop focusing on, you know, longer, more thoughtful things. We need to go back to reading books, we need to go back to watching films, something you're not familiar with. We need to appreciate the arts, we need to appreciate craft. And there's no craft in a 60 second vertical video. And therefore, similarly, how did we get to short form vertical video? These endless timelines, these endless scrolls. We got there through advertising. We got there because the longer that I can keep you on the app, the more ads I can show you, the more money I can make. So it's this natural economic impulse. And so if we do this with LLMs, the models will no longer be optimizing against giving you the most concise answer, allowing you to move on with your day. They will be baiting you into endlessly chatting with them all day long, take you down some crazy rabbit hole. You'll just have asked something basic like, I don't know, like, how do I tie my shoes? And then all of a sudden it's like giving you the history of shoes and taking you over here and telling you about the controversial nature of certain shoes and blah, blah, blah, and you'll just be sucked into this. You'll tune out of everyday life, you won't be talking to your friends, you won't be talking to your loved ones and you'll become obsessed with your phone, you will be obsessed with your LLM and you will ultimately be. Be brain rotted on steroids. To George Hotz's point. Imagine a future where you have 10 CIA agents convincing you to buy, convincing you to buy things at all times. And so that is so, yeah, so relevant post here from Rune. Obviously he's conflicted.

Actually read July 26th. Okay, Mark Cuban hits the timeline. Let's do it. 1:27 on a Saturday. Hey, David Sachs. My one request is that we make. You missed the space. Hey, David Sacks, Space, comma. My one request is that we make it illegal for AI models to offer advertising. And we need to really examine referral fees as well. The last thing we need is to have algorithms designed to maximize revenue driving LLM output and interactions. I would just say here, every for profit company is set up to maximize revenue regardless of how they like. That is the goal of a. I guess, I guess you could argue that OpenAI is a nonprofit, but he says they are already recommending brands. We don't know if they're getting paid for it. We need to have our. We need to have learned our lessons from alos and social media. Pull out the helmet. So intense. It has a. I'm not going to be able to. It has a lock on it. That's great. That's great. And so I started by saying, guy who made his money selling ads online wants to ban selling ads online. There we go. John is locked in. I need to strap it in fully this time because last time it was shaking around a lot and I had to. Sean Shantanu in the chat says, dude, I'm in a test flight for an ad based AI chat router mobile app for free. Reasoning will ship by next week. Interesting. So that's cool. They're coming, they're coming. Okay, so the argument for banning AI. Can you put it on fully, please? Yeah, you got to put it on full drone. There we go. Can you hear me okay? Yeah, I can hear you. The argument for banning advertising in AI chat based models is the same argument for banning not just TikTok but all short form video, all brain rot apps, all slop apps. So many people, when they make the argument that TikTok should be banned, they make it based on geopolitical considerations between China and America. And they say that TikTok is spyware. Or TikTok could be manipulated by the CCP to change political preferences in the United States or potentially do something harmful to the American population. Get them less focused on math and basically creating shareholder value and instead more focused on just, you know, arguing with each other about whatever's viral that day. And there's this famous example of like, oh well, like the tick tock in China just shows you math and education videos and the TikTok in the US shows you like, you know, random slop stuff and controversial videos to get you to Never stop watching. And so you have to put all that aside because this is not a geopolitical discussion. This is a discussion of business models. But there are people who argue that it's not just TikTok and you should go farther and you should in fact ban YouTube shorts and Instagram reels. Ban video. Ban video. If it's short and vertical, yes. And the reason is that it's a. Terrible drug for the mind. It is addictive and it leads people to drop out and stop focusing on longer, more thoughtful things. We need to go back to reading books, we need to go back to watching films, something you're not familiar with. We need to appreciate the arts. We need to appreciate craft. And there's no craft in a 60 second vertical video. And therefore, similarly, how do we get to short form vertical video? These endless timelines, these endless scrolls. We got there through advertising. We got there because the longer that I can keep you on the app, the more ads I can show you, the more money I can make. So it's this natural economic impulse. And so if we do this with LLMs, the models will no longer be optimizing against giving you the most concise answer, allowing you to move on with your day. They will be baiting you into endlessly chatting with them all day long, take you down some crazy rabbit hole. You'll just have asked, you know, something basic like, I don't know, like how do I tie my shoes? And then all of a sudden it's like giving you the history of shoes and taking you over here and telling you about the controversial nature of certain shoes and blah, blah, blah, and you'll just be sucked into this. You'll tune out of everyday life. You won't be talking to your friends, you won't be talking to your loved ones and you'll become obsessed with your phone. You will be obsessed with your LLM and you will ultimately be brain rotted on steroids to George Hotz's point.

Up some incredible numbers. Let's get Mitt Romney on the show. Have him talk about the last fiscal year. Astronomers saw 150% year over year ARR growth world class, 130% net revenue retention and 90% product utilization with customers. So I mean I think they're going to have a massive end to the year. Speaking of high NPS products, let's tell you about figma.com, think bigger, build faster. Figma helps design and development teams build great products together. You can get started for free@figma.com and. We will be in the great city of New York this week for the FIGMA ipo. Will be. We will be live from Nice, the New York Stock Exchange on Thursday. That's what the cool kids call it. Nice. I always just call it NYSE or like the New York Stock Exchange. But when you're saying it every other word because you're in that world. When you're big in that world, you're. Big in that world. You're taking. When you're taking companies public like every other week. Exactly, exactly. You got it. You got to. You got to. Yeah. What the cool kids use. Okay. Bull or bear case for figma, I go to Figma make and I tell it build me a collaborative design tool. Don't make mistakes. Don't make mistakes. Recursive the snake eating its tail. You use figma to make figma, then you don't need Figma anymore. Is that bear case? What's going on here? Well, I think it's so powerful. You're basically still paying FIGMA to host. Okay. Okay. So they get you to host it. Okay. That's how they get you locked in. You're paying. So they get you locked in one way or another. Yeah. I like though it's a, it's an extension. It's an existential risk for all these platforms that allow you to build software. Vibe. That's right. Every SaaS. First thing I want to Vibe code is a Vibe coding platform. Well, yeah, every, that's why every SaaS company has to have a Vibe coding product now. Yes. So you can Vibe code the product itself. Yeah. Yes. The, the, the tautological Vibe code. No, that is, I mean so the question people have been saying like, okay, at some point in the future you'll be able to one shot products. Yep. And I, I would say I have really strong conviction that in the next few years you'll be able to one shot a design tool. Will you be able to one shot a design tool for that works in the enterprise that work has, like when you, when you think you're with Figma has been like shipping features every single day for a decade now. Yep. And, and even if you knew exactly which features mattered and how they all work together, it would be very difficult to create a one to one clone. And then also there's the network of. If you hire a designer and you're. Like, hey, I need you to use my Vibe. I use my Vive coded Figma knockoff that I Vive coded in. Can you just pay? Can we just use 20 bucks a month? Yeah, yeah, yeah, yeah, for sure. Yeah. And then. Yeah. So the ecosystem is very, very important. And also. And there's a whole app ecosystem. Exactly. It makes me, you know, it definitely makes me more bullish on companies that have these like developer app ecosystems. Yeah, yeah. I mean Shopify is the same way. You can one. Maybe you could one shot like an E commerce storefront product. But can you. Are you then going to one shot the downstream. I mean, as soon as LLMs were writing code and we were talking about like AGI takeoff and super intelligence, I had this running thought about, okay, so at a certain point you can go to an LLM or a Vibe coding platform and say, like, build me an E commerce website. And it will just say like, okay, setting up Shopify. But in the far, far future, it could just say, okay, applying for a banking license, applying for a money transfer license. I'm going to rebuild Stripe. I'm going to rebuild Shopify. I'm going to rebuild a database from first principles. I'm going to use just raw. Actually, you just want to make a data center. I'm gonna make. I'm. If I want to build an Internet company. Exactly. At least one data center. And it all just does that in one prompt. Because one prompt fires off. I mean, how many man hours have gone into building Stripe or building any of these companies? It's like, you know, tens of thousands of employees for most of them for, you know, decades. You add all that together. But if the LLM can do that, if the AI system can do that in the data center in just a few minutes in hyper compression, who knows? Maybe Logan Bartlett has another take on the Astronomer video. He says the Astronomer video is great on its own, but I'm even more impressed that the leadership team and the board were able to come to consensus to make this investment and take this risk. Absent the CEO they've had for two years, for the last two years, I can't imagine everyone was on board with this initially, so major kudos to everyone. Getting there eventually and taking this chance. This bodes well for their future, imo. And I agree. Even with Gwyneth Paltrow. It feels so funny. But there's this idea of let's put out, not a standard legal statement. Feels risky. And it's so easy for someone to step up and say, hey, let's not take this risk.