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Just see the fundamentals. I see the CEO of AMD expanding her TAM you know dramatically over the last three months. I see RSI under horizon. Like every AI researcher is like oh my God this is going to happen. We have to get there sooner. And then I see you know the obvious use case of agentic AI where you have to re architect your workflows internally. Every company has to do this so everything is taking off. You see when the president of Korea came to San Francisco area last week they had a day in the valley instantly. Nvidia CEO Jensen Huang Broadcom CEO Hock Tan Dario Sam Altman are there do a little logic deduction. Why are they there like crazy? Because they need HBM memory and they're dying to have it. So if you think about that that means there's insane demand and HBM memory is in shortage. There's tremendous demand for oh sorry. Talk about the Nvidia Cuda mode. It feels like.

Incentives to jump on a Verizon plan, and you sort of amortize the cost over that. Those days are gone. Like, we're in the world of, like, a $2,000 iPhone. It's a significant same thing with our gong for people. Honestly. You want a subscription gong? No, I'm just saying there was a time when a TVPN gong was $200. Now it's in the tens of thousands of dollars. It's actually so expensive. A friend of mine texted me and was like, where do we get the gong? Because I need a gong. And I was like, I think you should start small. And this is not like you can't handle the big gong. I was more saying that, like, there is a joy to being on the hedonic treadmill of larger gongs. Like, you don't want to jump straight to the biggest gong. You want to start with a small gong and work your way up. Work your way up. Because every gong that we've added has been so electric. When we get. I think it's time for a new one. You want an even bigger gong? Yeah, I want one that's hanging from the rafters. You want a giant gong, maybe, but. And also, every gong has a different flavor, different sound, you know, different amount. You got to warm them up, all sorts of things. We always warm up the gong. Anyways, folks, that's our show for today.

So this is the thing that I get the most nervous about. So, you know, we're seeing some slop posts, some slope slop job postings. Yeah. But we're also seeing a lot of slop applications. When a job goes up, you know, you get. I don't know if you guys have posted a job recently, but I just did last week and I got, you know, a thousand applications in the first like five minutes. There are all these, like job boards that are kind of helping people auto apply. Yeah. Even indeed is doing this, which I think it's a bad move, for the record. But they'll do what they want. It's, you know, so, so basically employers are getting completely signal jammed. They're getting overrun with these applications that look strong, but they really have no way of verifying. So the utility of each job posting is going down. It's not. It's not as good of a way to find candidates anymore. So employers are relying on networks. It's getting harder to hire. And in the economy at large, we have this kind of low hire, low fire environment where there's just not a lot of movement in the economy. And I think that is the result of AI usage in the search and match process. Yeah, you would think that. I've been surprised that social media has not been that overrun with slop. Like, there's definitely some slop problems here and there, but in general, the algorithmic feeds have been sort of set up to deal with this, where the bad slop gets filtered out pretty quickly. Except for LinkedIn, but yeah, sure. But I've been surprised that there hasn't been as much of an intermediary where you put up a job post. Yeah, you get hammered with 1,000 applications, but the filtering is really, really good. So that you're really only looking at the top 10. Maybe you dip into the top 100, but you're not at all annoyed by the bottom 900 because. Because I guarantee you that there are millions and millions of sloppy Instagram videos out there that would annoy me if I saw them, but the algorithm will just never show them to me. And then maybe there's one that uses AI, but it's good and it will show it to me because I still enjoy it. So it feels like hopefully there's people working on this. I'm sure that people are. But that feels like the next iteration to unclog this because that seems like a major problem. Like you need the matching in the US economy to be really, really strong. Yeah, I mean, there's been some regulatory challenges there.

So we're seeing, like, declines in freelancing across the board. So freelancing has hit pretty hard, but that's really an environment where people transact. They're not. Yeah, that's why we were just talking about this earlier. The. You know, historically, like, if you needed a really specialized website, like, it's not your main site, but let's say in our case, we're doing a drop. Three years ago, we would have gone and maybe gone to Upwork and said, like, hey, I need a simple website made and just find somebody to do that one off. And now AI is just so good at, like, a basic logo for a first draft.

A vague posting when you live a vague life. Just like your entire life is vagary. Anyway, in other news, Recursive superintelligence signs a $410 deal with Amazon. So funny. And it's in the TechCrunch. It's in the header too. Of course that is a typo. It says recursive superintelligence science 410 million million dollar compute deal with Amazon. Congratulations to Recursive Superintelligence. Throwing safety out the window. That should be the tagline because there's already safe superintelligence. But we're just doing Recursive super intelligence over here. But of course the company is doing very well. They emerged from stealth in May with 650 million in funding focused on building open ended self improving systems and potentially compute intensive approach to AI research. This multi year deal is meant to provide flexibility as the company looks to scale up those systems. Recursive $410 million outlay represents the bulk of the company's fundraising to date. But on a call with TechCrunch. Hey, hey, hey. They still have a couple hundred million leftover. Founder and CEO Richard Socher emphasized that he expected it to be the first of many such deals. So is this. I feel like normally when you see like a compute deal signed, it's always like more complicated than just like well we're buying this expensive thing. It's usually like we're paying. I'm like we used to be so anti circular deal that now I just have come to. I've been so normalized by them that I expect them every time and I'm like wait, wait, this is just. There's no circularity here. I would have expected it to be a changing handle. Yeah, like Amazon's investing in you and you're buying Trainium and racking it and AWS New Campus and they're investing in this and that and you're investing in them instead. It just seems like it's a pretty vanilla deal. It's like they're just buying a lot of compute from Amazon. Great. Seems like it. Well, good luck to them. Very excited for what they're launching. Yeah. Jason, VP of startups and VC at AWS says part of the agreement is that we're gonna co develop infrast built for these types of companies. So fingers crossed. But it seems like we could get some circularity. Yeah, let's hope so.

Comedy sketch that's like, you know, it goes as big as good work does because they get, you know, I think, millions and millions of views. All right, pull up this image from Manhattan this morning. We got sent this. We've been doing on the ground reporting from one of our on the ground reporters in Manhattan. There's a company called Black sheep that got 20 trucks and they are just driving them around Google's Manhattan office. Yes. Saying, shame on you, Google return our $80,000. We had to dig in. We got very curious. I had no idea they make sunglasses. They make $8 sunglasses that beat $350 sunglasses. NBC lab test. Okay. Are you wearing Black Sheep today? I wish, I wish. So Black Sheep makes direct to factory. Okay. Factory direct prescription eyewear stop paying for. No, no, no, no. This is from their own website. They're saying direct to factory optical disruptor. This is from their website. Where are you on Black Sheep? I'm on Black Sheep IO as well. It says factory direct. Direct to factory. Look, I want to send some eyewear to a factory. Direct to factory. I'll be sending it to them. Direct to factory. Yeah. So this company that is interesting is fascinating. They say direct to factory optical disruptor. Black Sheep launches 25 truck guerrilla campaign against Google in Manhattan. And then they're, they're sort of like narrating their own guerrilla campaign. A fleet of 25 minimalist LED billboard trucks surrounds Google's Chelsea headquarters after the tech giant weaponized an organic search glitch to pocket nearly 80,000 in ad spend following Black Sheep's viral NBC Today show debut. 25 LED trucks deployed. $77,000 drained in 30 hours. And then they're, and then they're just continuing to market their own products. So very interesting strategy here. I think every marketer has had the experience of having a campaign go haywire. Yeah, very fascinating to take to take this route. Let's see how it works for them. If I were, if I were Google, I would say you can have your $80,000 back, but you can never advertise on Google again because I just don't know how. I don't think Google would ban them permanently for this. This is ridiculous. But you know, they're just gonna be like any other, like as a self serve platform. But is it a good campaign? But what actually happened? So they say how it unfolded. NBC Today show segment airs. They test the retail subscription against Black Sheep's factory direct pair. National search traffic spikes. Hundreds of Americans search Black Sheep because they're seeing it on tv. The Organic listing breaks. Google search engine redirected organic brand traffic to a dead end third party 404 error page. And so with the organic route broken, users were funneled into Google's paid listings. So what is their claim? How is Google responsible for this Exactly? Sounds like user error because, I mean, you do have some control over your Google search results based on the webmaster tools. You can index certain things and then also if you're noticing a 404 page, you could redirect it quickly. But again, if this is happening all very fast, they can. User error. But I mean, it is interesting because they're probably going to get more than $77,000 worth of organic just from this. I mean, I didn't see the original campaign and I'm seeing this because this is hilarious, but this is like, is this. They. They shared an AI image with tons of these like, shame on you trucks. But those are real. These are real, yes. And are those minimalist or maximalist? Those seem maximalist to me. But maybe they're minimalist. Minimalist, I guess in the, in the display of the. Yeah, in the way they actually are leveraging the space on the truck. Black and white, but truly underrated surface area for stunts and advertising. This message is sort of like squabbling with Google over this sort of odd scenario. But you can imagine someone using this for something much cooler and much more positive and not like this sort of unfortunate situation for them where they're dealing with the fallout of a Google error. Well, we want to interview the truck drivers. So if you're driving a black sheep truck around Manhattan today, reach out for sure, Nick. Make it happen. Well, let me tell you about Shopify. Shopify is the commerce platform that grows with your business and lets you sell in seconds online, in store, on mobile, on social and marketplaces, and now with AI agents. Ilya said straight shot to ssi, so they better not be gearing up to release a work agent called Francois. Francois would be a very good name for an AI agent. I like that. I do wonder what they're going to be releasing. Has the SSI is going to release. Is that complete rumor? Because all iliac they just said they would scale their research. So that just means they've done a bunch of research. They have some sort of architecture that they like, some sort of flywheel and they're going to use more compute. And so that's why they're raising money. I don't think they said like, and we're going to release it publicly. Yeah, but everyone's thinking, like, probably still LLM or something different. No one really knows. Yeah, I mean, I think still broadly, like, generally, who's God? Like next level. There are levels to vague posting when you live a vague life, just like your entire life is vagary.

I haven't seen this. I. Oh, I think I know where they're going with this. But let's play the latest. Good work. Real watching reels. This is what we got is a Bernie Madoff. Pretty good. That's from the 80s, too. That's good. Yeah, yeah. I've seen a few of these around before. Up next, solid Sam Bankman Fried here. That's nice. That's really nice. I like that they actually printed these. I think he made balsa wood. This is balsa wood. The acting is so cool. Wow. Wait, John. This is a. This is a vintage Zuckerberg 05. This is a vintage. 05 Zuckerberg. Let's just check the back really quick. There it is. That is a patch from his Fruit of the Loom boxer briefs. You can tell by the smell. Is that real? What is that referring to? This is on athlete. You know, training. Put a piece of the jersey. Jersey. This one? Yeah, yeah. All right, up next. Sleeve it. Ooh. Okay, nice. Elizabeth Holmes. We do have two. I believe we have two. But a triple Holmes is what every good collector has in their arsenal. All right, last card. One. One card left. Three, two, one. Oh, my God. Oh, my God. Oh, my God. Turn it off. Very funny. Very funny. It is funny how the, like, business comedy canon has really solidified around, like, Elizabeth Holmes, Sam Bankman, Fried, Mark Zuckerberg. There's, like, a few names. I'm surprised they didn't have an Adam Newman rookie card in there. I don't know if Adam Newman is, like, a big enough name relative to. That's true. Sam Bankman, Fried and Elizabeth Holmes. It's just interesting, like, the different names that have broken out that you can do a comedy sketch that goes as big as good work does because they get, I think, millions and millions of views on their stuff. All right, pull up this image.

We announced it last Thursday. Jordy completely.