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Lined up for the new season. We're very excited for that. We will be back in September, so sign for a newsletter. Leave us five stars on Apple podcasts and Spotify. Say goodbye to Ben Macklin. We'll see you next summer, Ben. And we will be back in the fall. For fall. For fall. Yeah, I know. It's very Euro coded of us. Yeah. We don't enjoy taking time off around here. We rarely do. But we think it's important to give the whole team a proper break. This work is relentless. You cannot rest on any laurels. Even if you have a bunch of laurels at the office, you start resting on them, there's no show. And so we figured it'd be good to let the whole team take. Take some time away. And I can't wait to be back already. We love. We absolutely love what we do and it's a blessing. And counting down the days, just. Just like, how many more sleeps is it, like 16, 17, something like that? Something like that. So we'll be reminding the team every day. Just 16 more sleeps. Everybody have a good week. Have a good next. Yeah. Enjoy the. Enjoy the last couple of weeks of, like, proper summer. I feel like September comes around. It's over. It's over. It's time to get back in the mines. We will be back. We'll see you soon. We love you guys. Cheers. September 1st.

Just make content that's interesting and you'll get real attention. The funny thing with people are very immune to this stuff right now. So if they see a product launch and it has 5000 likes or a thousand reposts, they're still human. Maybe it makes them engage more for a second with the content because it's in their feed. They're like, what is this? But the thing still has to be great. And if you make something great, you'll just naturally get the attention as a byproduct. Yeah, good point. Well, this is a good post to close on cell phone self own. They played us for absolute fools Banger. What did they mean by calling the cell phone so close to self own? No. Have a great weekend. Have a great rest of your Friday. Have a great two weeks. We're taking a vacation. We will be back in September. Everyone play the wah wah. No. The end of August. We are taking a two week break from the show. We'll be back in September. We have a whole bunch of crazy stuff lined up for the new season. We're very excited for for that. We will be back in September. So sign up for a newsletter. Leave us five stars on Apple podcasts and Spotify. Say goodbye to Ben Macklin. We'll see you next summer, Ben. And we will be back in the fall. For fall. For fall. Yeah, I know, it's very Euro coded of us. Yeah, we don't enjoy taking time off around here. We rarely do. But we think it's important to give the whole team a proper break. This work is relentless. You cannot rest on any laurels. Even if you have a bunch of laurels at the office, you start resting on them. There's no show. And so we figured it'd be good to let the whole team take some time away. And I can't wait to be back already. We love, we absolutely love what we do and it's a blessing. And counting down the days. Just like how many more sleeps is it like 16, 17, something like that? Something like that. So we'll be reminding the team every day. Just 16 more sleeps. Everybody have a good week. Have a good night. Yeah, enjoy the last couple of couple weeks of like proper summer. I feel like September comes around. It's over. It's over. It's time to get back in the mines. We will be back. We'll see you soon. We love you guys. Cheers. September.

But the thing still has to be great. And if you make something great, you'll just naturally get the attention as a byproduct. Yeah, good point. Well, this is a good post to close on cell phone self own. They played us for absolute fools Banger. What did they mean by calling the cell phone so close to self own? No. Have a great weekend. Have a great rest of your Friday. Have a great two weeks. We're taking a vacation. We will be back in September. Everyone play the wah wah. No. The end of August. We are taking a two week break from the show. We'll be back in September. We have a whole bunch of crazy stuff lined up for the new season. We, we're very excited for that. We will be back in September. So sign up for a newsletter. Leave us five stars on Apple podcasts and Spotify. Say goodbye to Ben Macklin. We'll see you next summer, Ben. And we will be back in the fall for fall. For fall. Yeah, I know, it's very Euro coded of us. Yeah, it's. It's on. It's on. We don't enjoy, we don't enjoy taking time off around here. We rarely do. But we think it's important to give the whole team a proper break. This work is relentless. You cannot rest on any laurels. Even if you have a bunch of laurels at the office, you start resting on them. There's no show. And so we figured it'd be good to let the whole team take some time away. And I can't wait to be back already. We love, we absolutely love what we do and it's a blessing. And counting down the days. Just like, how many more sleeps is it like 16, 17, something like that? Something like that. So we'll be reminding the team every day, just 16 more sleeps. Everybody have a good week. Have a good night. Yeah, enjoy the last couple of. Couple weeks of like proper summer. I feel like September comes around. It's over. It's over. It's time to get back in the mines. We will be back. We'll see you soon. We love you guys. Cheers. September 1st.

Off the ground. It has to be able to stay off the ground for, I don't know, a few seconds, 10 seconds. My speculation was that it would be able to use the thrusters to lift off the ground and parallel park directly in. That was my prediction for something that would satisfy flying without actually being just, oh, you can just fly it from Malibu to la. I think that that's probably not in the cards, but I think that it has to have a crazy demo. It has to look crazy, it has to have crazy stats, but it also has to have a crazy viral video demo where you show it and you're like, wow, no other car can do that. Not even close. But information has the access to it. The crazy thing is that even as far back as eight years ago, there were patents that Tesla filed related to using effectively rocket style thrusters in a vehicle. And people were already kind of chattering around then. Is Tesla going to make some type of car? The collab. The SpaceX collab. They have the rockets. Yeah, the space. If Tesla comes out with a roadster that has a Space X, it's like basically Merlin engine on it. Some type of SpaceX engine. There's probably, I would put it, now that the company's public, there's probably 10,000 buyers for that car. Like you can imagine a lot of people, it's 20 times the Audi new Volare. It's pretty wild. Well, the Audi, the new Volare is like intentionally. Yeah. You know, the other thing that they could do is they could go out to the salt flats and they could set the world speed record, the high speed record, because a rocket engine on the back of a Tesla going in a straight line would. They could probably break the speed of sound and that would be amazing. It wouldn't necessarily fit the flying criteria, but it'd be flying across the salt flats. So I'd give it credit, but it needs a crazy twist, I think. Between Elon's promises. This is Grace K in the information this morning. Between Elon's promises of super nimble robots and interstellar colonization, the billionaire has spent plenty of time over the last decade hyping up another ambitious effort. The next version of the Roadster, the sporty electric vehicle that first put Tesla on the map. At first he said he wanted the vehicle to be the fastest production car in the world. Then he said he wanted it to be crazier than every fictional James Bond car combined and he wanted the car to be able to fly. Don't the James Bond cars have guns and missiles on them? Yes, they do. Ejector seats. I mean, I guess you could get a. Like, in order to buy the Tesla, you have to have an ffl. You have to have a firearms dealer license. Oh, a dealer license. Dealer license. So it's basically a gun store on deals. Exactly. That would be very American. That would be very Texas. You can't get automatic weapons, get silencers. All these things are heavily restricted. But if you go through the process to become a gun store, you can get a lot more crazy stuff. So maybe, maybe that's just the process directive sent Tesla designers down a rabbit hole that lasted years. Delaying the car's release. The company first showed a prototype design of the vehicle and began accepting reservations for it in 2017. Since then, it has chucked that design completely and come up with a new one, which hasn't been publicly revealed. That could change soon. Tesla is currently planning an unveiling of the new design, which could happen as early as this month. I was trying to figure out, is there any world that they do something at Car Week happening right now feels very, very unlikely. It feels like much more like Elon to do his own event and not compete for attention. That event will include an elaborate stunt showing off the flying capabilities of a limited edition version of the Roadster, the result of a collaboration between Tesla and SpaceX. The demonstration is expected to take place at SpaceX's testing site in McGregor, Texas. As recently as a few months ago, Tesla's plans for the demonstration were like something out of a science fiction movie. They involved showing the vehicle racing onto a magnetized roller coaster like ramp and driving upside down before righting itself and hovering in the air. Three people said previously. Musk has said the vehicle's ability to fly would come from cold gas. Three thrusters developed with SpaceX. Still, there's uncertainty about what Tesla will actually show at the event. Did you hear that, John? I'm going to read it back. Tell me. A magnetized roller coaster like ramp driving upside down before righting itself and hovering in the air. Sorry, I need you to read that for a third. They're making a Hot Wheel style roller coaster loop and this is what leaked. This is crazy. I love it though. No, I absolutely love it. I'm throw this. I love it. This is awesome. This is amazing. What is mag. Okay. Musk told some Tesla staffers in recent weeks that the demonstration will be difficult to pull off and could go awry, but it will be entertaining regardless. Such a. It couldn't be learned whether Tesla will show the event live or share Recorded footage. All spectators at the event will be stationed several hundred yards away from the vehicle because of potential damage to their eardrums. Cold gas thrusters generate high pressure gas that can create significant noise and vibrations, according to J. Kim, a professor of aerodynamics at the University of Southampton. As a result, the car will be remotely operated without anyone inside the vehicle. Okay, this feels like we're getting farther and farther away from a production car. It's just a rocket. It's just a rocket hundreds of yards away. Remotely operated might go terribly. Can you imagine getting. He's just reinventing rockets. Honey, would you mind running out and grabbing a gallon of milk? Let me start the cold gas thrusters. Boom. All the windows break in your neighborhood. Let me pull out the car. Oh, that would be very, very funny. Is that the end of that story? That's all, folks. Let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflow. Close. Codex helps you move projects forward from start to finish. Back to the story. Tesla could use some reinvigoration at the moment. Its stock has lost nearly a quarter of its value this year. Oh, maybe. You know, we've had this. You know, you've had this theory for like, over a year now that if. That If Tesla and SpaceX are going to merge, Elon owns a lot more of SpaceX, so you would want Tesla to be at a lower valuation. Maybe. This feels like Trump, though. This feels like this. No, but if it's a specific spectacular explosion, then maybe the stock drops and the next day he goes, okay, time to buy. So, wait, do the original reservations still get you to the front of the line of this thing? They better, because I've been so close to putting down a reservation multiple times, being like. I think. I think you should. I think you should be a decade. But when it comes, it's going to be so hilarious and unique. Is it legal to drive in the United States? No. Do I need to contact the FAA before I turn it on? Yes, but is it a 1 of 10,000? Plus, you can still register for a roadster. Okay, you have to put 45,000.

Else is in the timeline. Another news, Jeff Bezos bets on sports with Liverpool deal billionaire to become a part owner of the Premier League team valued at more than 7 billion. Another one, the billionaire founder of Amazon is among a group of investors that agreed Friday to buy a minority stake in Liverpool football. The consortium is acquiring about a 33% stake in Liverpool. Liverpool in a deal that values the Premier League team at more than 7 billion. The deal is the latest example of the enduring appeal of top professional sports teams from the world's wealthiest. The consortium buying a stake in Liverpool is led by Amit Bhatia, son in law of Indian steel tycoon. Let's give it up for tycoons. One of the best words, one of the most underrated words. Tycoon. We're trying to bring that back. Very aspirational. You know you've made it when you're a tycoon. Bezos is participating in the deal through K5 Global. Yeah. A firm that tycoon has got to be above billionaire because there's plenty of people that they start a company, they get lucky, they sell it at the time. But I would say that Michael and Brian GPS over K5 are emerging tycoons. I think so. I think they're on the path to being tycoons. I think so. Would you rather be a tycoon or a magnate? Probably. I think magnate's underrated magnet is. Tycoon is more aura. Yeah. Tycoon feels like you really control the industry. Magnate feels a little bit like could be scion adjacent potentially. You know, might just be. Might just be important. But one of many. Tycoon is singular. A little more singular in its dominance of the industry. Like a tycoon. Anyway, CRM tycoon Marc Benioff hit the timeline with a question. Should Salesforce rebrand as Salesforce Slack to capture its AI era power in bots coding? And let's watch this video because this video is sure to fire you up. Okay, let's do it. Salesforce Slack. That's a bit of a mouthful. Let's see. Salesforce. One of the greatest names ever. Salesforce Forceful. I love Salesforce. They do a lot more than sales though. And a lot of people use slack. So which way we're going? Okay. Oh, good. License. Some good brand exploration. Wait, put him on the tower. Put him on the tower. Just do it. Nothing happened. Okay. You put him on the tower. Oh, we did. He already did. Okay. I can't tell if it's VFX or not. Seals for slack. Sales force lack. Yeah. So, interesting response. Currently, 68 of the voters say no.

So the New York Times put out a hit piece on Gen Zers. Says Gen Z ers dress like they've never worn clothes before. Time was, if you wanted to know what people's deal was, you read their clothes. As a young man working at a then popular street fashion magazine, I used to relish taxonomizing people by what they had on. I could tell you had, I could tell you at a glance what kind of music they listened to, whether they worked, what they'd be like in bed, what sort of beer they would drink. All from the cut of their pant leg or the razor guard number on their haircut. Fleece jacket, pullover white ball cap pulled down way too far over the eyes. That's a jock. Torn up gray hoodie over enormous jeans whose cuffs are soaking up puddle water. That person smokes weed. Same hoodie, but sleeves pushed up past the elbows. Watch out. That's the universal significance signifier for meth these days. This person's really judgmental. These days I'm a middle aged man who works the door at a bar in Chicago that is reasonably popular with the youths. And I'm routinely flummoxed by the sartorial flotsam that comes packing itself in. The other night a guy. Is this not overall the. Just one of the oldest sort of stories of old all time, which is getting old. Old person as a young kid. Old man yells at clouds. Yeah, this is old man yells at clouds. Yeah, it's a good point, It's a good point. But I don't know, I just wanted to take another shot at Gen Z. I mean, I do, I do think it's. I do think it's funny that Tyler dresses like the like 2016 kind of like frat style, like boat shoes. I mean he looks sharp every day, but. Yeah, you guys missed. Put the shoes up on the desk. Let's get the shoes up on the desk. Throw them up. It's Friday. Let's get a side profile of the shoes. The Sperrys. Ooh, I like that. There you go. Sperry mode. All right, that's enough of that.

Alex Cooper raising a ton of money. Podcast is doing well. Media company's doing well. Her beverage brand is doing Unwell. The brand Unwell ceased operations. Announced this winding down a day after Unwell's media business took investment at a $500 million valuation. Should not be a surprise. Clearly new money coming in, new strategy, folks. Should have made it pickle flavor, maybe, maybe, but. But Andrea took a victory lap. Two years ago. She posted Unwell by Alex Cooper. Prime but for the hotties. How much time do we give this brand before it inevitably flops and goes on the chopping block? Two years, it seems, is what wound up happening. Maybe they just didn't get the right team in there. It does seem like it's hard because you only have so much ad inventory. And if you're running the Call Her Daddy podcast and you're getting a lot of impressions, you, if there is someone like you could promote your product, but every time you do, you're not promoting another product that might pay you a higher CPM might be able to monetize those listeners better. And so you have this tension between, okay, well, there might be a VPN company or a credit card company or all sorts of different companies that might want to come in and pay a million dollars for a sponsorship with, with Call Her Daddy. And are you going to be able to move a million dollars, not just a million dollars of profit of product, but a million dollars worth of product to justify the profits. So will the LTV that you generate from running those ads that you're taking off the. Off the inventory stack actually math out. I think a lot of influencers wind up with that they think they have. Yeah, it's interesting branding challenge to have Unwell. Yep. As the brand of the drink. Not, not, not the best association. Yeah, I think you're right. There's something like subliminal, like what I was picking up on with the Obsession remix video where I just come away a little bit unsettled seeing a brand name Unwell in my face. It's just going to stick in my brain a little bit, but, oh, well, we'll see where it goes. It feels like she's doubling down on media, TV shows, potentially movie studio, other podcasts. There's a lot of other things that are going there that are clearly can be focused in the line of what the Unwell network does well. So we'll see where it all goes. Let me tell you about the New York Stock Exchange. Want to change the world, Raise capital at the New York Stock Exchange. So the New York Times put out a hit piece on Gen Zers. Says Gen Zers dress like they've never worn clothes before.

Truly, you got to give him. You got to give him credit. You got to give credit to all of Gen Z for putting up amazing numbers. But you also got to take some shots at Gen Z because apparently snack companies are coating everything in pickle flavor for Gen Z. Is this true? Do you like pickles? I wouldn't say. I'm a big pickle guy. Okay, say, but. Well, apparently snack companies think you are because there's a deluge of sour, briny snacks that have infiltrated the market. And apparently it's your fault, Tyler. Pickle flavored pickle flavored ramen. Pickle flavored beer. Pickle flavored sauvignon blanc wine pickle zested ice cream. A certain flavor profile is exploding. It's sour, it's briny, it's huge on social media, and it's coding everything in its path, says the Wall Street Journal. We're just in a golden era for pickle flavoring, said the vice president of the fresh food group at Circana. Never in my life would I imagine cotton candy with pickles. When you were a kid, did you ever take a little sip of the. The juice. The pickle juice? Not really, No. I did, like, just once to experience. Or was it. Or was it like a daily thing? You would enjoy it. You're there. I like a pickle, but I don't know the juice I can pass on. I'm not a big guy. Yeah. Anytime I meet people that are seemingly super into pickles, I just assume they haven't. They don't realize they can put salt, a lot of salt, on anything. Oh, you think it's like a vehicle for delivering salt? I think it's like a. Yeah. You're just maybe sodium deficient or craving some sodium and you want an excuse. And a pickle is just a way to get your salt fix. Yeah, it's a vehicle. Okay. Well, people certainly associate the flavor with saltiness, so it's going all over the place. In the last few years, nearly every snack food giant and retailer has piled on the trend. And for good reason. Pickle flavored items are flying off the shelves. According to data from Circana, pickle flavored snacks grew 30% in sales over the past year, compared with 3.8% growth in the snack category overall. The same category. The same goes for categories that don't seem traditionally fermentation forward. Pickle flavored trail mix grew by 10%, as opposed to 4% for the general category. But some of this growth may come from an influx of new pickled flavor that is a crazy, crazy item. Whole Foods began selling daily crunches. Dill pickles sprouted almonds in 2024, and within a year and a half, the product saw an 812% growth foundation. Lab numbers pickle car in NASCAR. Okay, that is a car to follow. PepsiCo released Flamin Hot Dill Pickle Cheetos in 2025 and made them a permitting permanent offering this year after the company became the fastest selling limited edition flavor in the brand's history. Retailers say one group is fueling the trend. A cohort they're most eager to capture is Gen Z. Last summer, Hormel Foods, the company behind Spam and Skippy Peanut Butter, cited Gen Z, the ultimate target market for snack brands, as the inspiration behind the launch of three dill pickle products. Dill pickle corn nuts, dill pickle cashews, and dill pickle flavored Hormel pepperoni. This is too much dill pickle. I can't. I can't say pickle anymore. It's. It's really getting on my nerves. Over. Let's move on to Alex Cooper. Alex Cooper raising a ton of money. Podcast is doing well. Media companies doing well. Her beverage brand is doing Unwell. The brand Unwell ceased operations. Announced this, winding down a day after Unwell's media business took investment at a $500 million valuation.

Good point, good point. Okay, anyway, so the highest grossing piece of entertainment ever. It's not Avatar. It's not Avengers. It's not Titanic. It's not Seinfeld. It's not even Grand Theft Auto. It's the Lion King musical. Perfect cue. It's the Lion King musical. The Lion King musical is the highest grossing piece of media entertainment ever. Absolutely insane. Since debuting on Broadway In November of 1997, Disney's stage adaptation has grossed more than $11 billion worldwide, maybe more than 10 billion. It's a ton. It's the highest grossing stage production ever. And by box office revenue, it's the highest grossing entertainment title in history. For comparison, Avatar is the highest grossing movie ever. Has made only $3 billion at the. the global box office. The Lion King passed the previous record holder, the Phantom of the Opera, all the way back in when its cumulative gross was already $6.2 billion. I had no idea there was so much money in Broadway. So the question everyone's asking, how is this even possible? Like, yeah, the Lion King musical, it's popular, but Avatar was like a cultural moment. Everyone saw it, but it's because the Lion King musical is not just one show. It's much more complicated than that. It's this entertainment machine. So since 1997, there have been. It's not just a show, it's a machine, basically. Wow. It's 30 different productions around the world, spanning more than 100 cities and 24 countries. So the show runs on Broadway, but also London's West End, Japan, Germany, Australia, alongside North America international touring productions. So you can see it in multiple places at the same time. More than 127 million people have actually seen it. And unlike a movie, the same piece of entertainment can keep selling thousands of expensive tickets every night for decades. So the Broad. The Broadway production alone performs eight times a week. In one week this June, it sold 12,670 tickets, grossed 1.94 million from a single theater. And then you scale that model across multiple productions simultaneously. And are all these productions paying royalties back to Disney? Yeah. Yeah. So you think of what I'm thinking. What are you thinking? Thrive Eternal comes in, spin out The Lion King IP seems like a good IP. Yeah. Gets a piece back. Yeah. So 75 bucks a ticket, then. Then like Gabe says, then they take it public. Maybe. Maybe. I think this is like core to the. To the. To the Disney IP strategy. Like, they. They. They have other Broadway productions already in the works, already in production, and we'll have many more as different pieces of intellectual property take flight and actually find their footing. Of course, not everything's gonna be as much of a smash success as the Lion King has been, but it's crazy. It's a 29 year run selling $75 tickets on average every night across the globe for 30 years almost, which is crazy. And so you can take the same story, perform it eight times a week, duplicate the production around the planet, and keep doing it for an entire generation. Do that successfully for three days and you can make more money at the box office than any movie ever made. I was always thinking that someone would do this for music. Sort of like you'd need to set up the musical act as a multi stage production, but, you know, Deadmau5 performs with a helmet. Deadmau5, the EDM artist. Oh, you mean Deadmau5. Deadmau5, yes. So when Deadmau5 performs, he is there in person, the actual artist, and he's wearing a. A helmet. So you don't know that it's him. And of course you trust that it's him because he doesn't perform in multiple places at the same time. Same thing with the. But there are other artists that have donned the helmets. I think Marshmallow is one. There's a few others that do this sort of thing. Even going back to Slipknown Daft Punk. Daft Punk, exactly. But if you could start a musical act that embraced the idea that it could be in multiple places at the same time, it could effectively have multiple residencies. So the artist, even though it was multiple people, could be performing in New York and Las Vegas and Miami all at the same time, have residencies everywhere and bring in way more revenue on top of the ip. And then the artists themselves doesn't need to travel, of course. That's like sort of sacrificing what it means to go to a deadmau5 show. So you probably don't command as much of a premium, but it would be interesting to see if someone in the musical arts. Dylan says, this is just the Blue Man Group strategy. It's not always the same Blue Men. Mind blown. Yes. The Blue Man Group has changed over. I don't know. Are there any examples of the Blue Man Group performing in two different places at the exact same time with different Blue Men? I think that they have a single cast that rotates and they don't actually perform in multiple places at the same time. But that's the blue man group. V2 is what I'm maybe hoping for. Anyway. What else is going on? The cursor deal closed. That's a big story today, although it's been announced several times that this was happening. But Michael Trull took to the timeline to announce that the deal has, in fact, closed. Gork is imminent. Grok work is coming. They're doing it. Is this. This is the largest acquisition of a venture backed.

Can you share it in the chat? Where is it? Let me see if I can pull this up. Did we not this. Let me put, let me put this up. Here we go. Boom. Or here. Here it is. There we go. And So, I mean, 5,500 square feet. That's a lot. And Palo Alto is obviously on an absolute tear on the back of the AI. Boom. But $16.5 million is a lot of money. And you can get a private outlet a lot for this shape. Yeah, it just looks like one normal house, please, to me. Right. One starter home, please. Yeah, exactly. Even though it's very clear that there's a lot of stuff going on in the back, obviously from the front, the silhouette doesn't look like a 5,000 square foot house, but clearly that extends. And there's probably lots of land back there and all sorts of things. But when you're bidding against Mark Zuckerberg, you got to pay a pretty penny. Bay Area real estate has been expensive. It's like a quarter acre, too. Bay Area real estate has been expensive for a long time, but prices at the very top of the market have become especially eye popping. One factor is the enormous amount of new wealth being created by the AI boom as employees at companies like OpenAI anthropic turn startup equity into fortunes and pour some of that money into local real estate. The result is an absurd new benchmark for Silicon Valley. Ben is on its hair today. Wow. There's a patio. No pool. There's no pool for $16 million. No pool on a quarter acre. That is. That's crazy. I wonder where this one will land. No garage either. We know at this, at this price, it's like, like, like you could actually be driving like a hypercar for like 10% of the house price. You know, like if you live in a. If you live in a. If you live in a $1.6 million house and you drove a $50,000 car, no one would be like, oh, wow, that's so crazy. Right? But if you live in a $16 million house and you drive a $500,000 car, people be like, okay, that kind of matches. Except you pull up to this thing in a revuelto or something SF90, and people are like, what? You don't even have a garage to park it in anyway. The result is an absurd new benchmark for Silicon Valley housing prices. There are actual private islands around the world. That costs less than a house in Palo Alto. In June, a 4.5-acre private island on North Carolina's Lake Norman sold for $12.5 million. You can pull this one up. The agent on the listing says it has a unique feature, a glass encased staircase. Okay. You don't see that much in a. In a modern McMansion. Which are you going with, the Palo Alto home or this private island? Says chad is saying 16 mil turned it down. Had to live there for this decade. The payment. The payment calculator. Look, if you put 20% down, you're only spending $105,000 a month. That's so much money. Yikes. That's true. Golden handcuffs. So this. So this 4.5 acre private island in North Carolina sold for $12.5 million, and it includes a roughly 13,000 square foot mansion on it. It was originally purchased in the 90s for one.

Yeah, good point. Good point. Okay, anyway, so the highest grossing piece of entertainment ever, it's not Avatar. It's not Avengers. It's not Titanic. It's not Seinfeld. It's not even Grand Theft Auto. It's the Lion King musical. Perfect cue. It's the Lion King musical. The Lion King musical is the highest grossing piece of media entertainment ever. Absolutely insane. Since debuting on Broadway In November of 1997, Disney's stage adaptation has grossed more than $11 billion worldwide, maybe more than 10 billion. It's a ton. It's the highest grossing stage production ever. And by box office revenue, it's the highest grossing entertainment title in history. For comparison, Avatar is the highest grossing movie ever. Has made only film $3 billion at the global box office. The Lion King passed the previous record holder, the Phantom of the Opera, all the way back in 2014, when its cumulative gross was already $6.2 billion. I had no idea there was so much money in Broadway. So the question everyone's asking, how is this even possible? Like, yeah, the Lion King musical, it's popular, but Avatar was like a cultural moment. Everyone saw it, but it's because the Lion King musical is not just one show. It's much more complicated than that. It's this entertainment machine. So since 1997, there have been. It's not just a show, it's a machine. Basically, it's 30 different productions around the world, spanning more than 100 cities and 24 countries. So it's. So the show runs on Broadway, but also London's West End, Japan, Germany, Australia, alongside North America international touring productions. So you can see it in multiple places at the same time. More than 127 million people have actually seen it. And unlike a movie, the same piece of entertainment can keep selling thousands of expensive tickets every night for decades. So the Broadway production alone performs eight times a week. In one week this June, it sold 12,670 tickets, grossed 1.94 million from a single theater. And then you scale that model across multiple productions simultaneously. And are all these productions paying royalties back to Disney? Yeah. Yeah. So you're thinking what I'm thinking. What are you thinking? Thrive eternal comes in, spin out. The Lion King IP, seems like. Yeah. Gets his piece back. Yeah. So 75 bucks a ticket, then, like Gabe says, then they take it public. Maybe. Maybe. I think this is like, core to the. To the. To the Disney IP strategy. Like, they. They have other Broadway productions already in the works, already in production, and we'll have many more as different pieces of Intellectual, proper property, take flight and actually find their footing. Of course, not everything's going to be as much of a smash success as the Lion King has been, but it's crazy. It's a 29 year run selling $75 tickets on average every night across the globe for 30 years almost, which is crazy. And so you can take the same story, perform it eight times a week, duplicate the production around the planet and keep doing it for an entire generation. Do that successfully for three days and you can make more money at the box office than any movie ever made. I was always thinking that someone would do this for music. Sort of like you'd need to set up the musical act as, as a. As a multi stage production. But you know, deadmau5 performs with a helmet. Deadmau5, the EDM artist. Oh, you mean dead mau5. Dead mal5, yes. So when deadmau5 performs, he is there in person, the actual artist, and he's wearing a. A helmet. So you don't know that it's him. And of course you trust that it's him because he doesn't perform in multiple places at the same time. Same thing with the. But there are other artists that have donned the helmets. I think Marshmallow is one. There's a few others that do this sort of thing. Even going back to Slipknown Daft Punk. Daft Punk, exactly. But if you could start a musical act that embraced the idea that it could be in multiple places at the same time, it could effectively have multiple residencies. So the artist, even though it was multiple people, could be performing in New York and Las Vegas and Miami all at the same time, have residencies everywhere and bring in way more revenue on top of the ip. And then the artists themselves doesn't need to travel, of course. That's like sort of sacrificing what it means to go to a deadmau5 show. So you probably don't command as much of a premium, but it would be interesting to see if someone in the musical arts. Dylan says this is just the Blue Man Group strategy. It's not always the same Blue Men. Mind blown. Yes. The Blue Man Group has changed over. I don't know. Are there any examples of the Blue Man Group performing in two different places at the exact same time with different Blue Men? I think that they have a single cast that rotates and they don't actually perform in multiple places at the same time. But that's the blue man group. V2 is what I'm maybe hoping for. Anyway, what else is going on? The cursor deal closed. That's a big story today, although it's been announced several times that this was happening. But Michael Trull took to the timeline to announce that the deal has, in fact, closed. Gork is imminent. Grok work is coming. They're doing it. This is the largest acquisition of a.

It was originally purchased in the 90s for 1.5 million. The financial Times also reported in March on a 600 acre private island in Fiji listed for $12 million. That island comes with a six bedroom residence built near its highest point with panoramic ocean views along with a library, barbecue area and swimming pool. There are also five beaches, staff quarters and a deep water jetty. This, I'm going to put all these in there. Let's see. This one is pretty crazy. There's only one image of this particular island estate, but the Financial Times was on a tear. They really reported on a bunch of these. If 600 acres for your private island is a little excessive, there's another option in Fiji. Mansion Global reported in March that the founder of a cannabis company, his wife were selling Wawa, a 75 acre private island. That is so many acres. Even 75 acres is so much for 15 million. Still 1.5 million less than the Palo Alto house. So if you are in Palo Alto, you really got to negotiate for remote work because you could be working from Fiji. The Vawa house includes several Olympic sized natural swimming holes and a 5,500 square foot main house built around open plan living spaces surrounded by walls of glass. Its bedroom suites have outdoor bathrooms and private outdoor spaces overlooking the ocean and jungle. And it's a fascinating story showing what went into building this compound. We can scroll through some of these images because this family really, it seems like it was sort of a labor of love situation. So an eclectic travelogue had always been a top priority for the Walkers, the Los Angeles based family of four, our self styled globetrotters whose wanderlust meant they never vacationed in the same place twice. They never went back. Vawa island is a 75 acre drop in the Pacific Ocean at the northernmost tip of the Yasawa island archipelago and north of Nadi International Airport. It is so far to get to Fiji, but people love it out there. We saw the island and even though there was nothing there, we just knew there was something really magical about this place and we had to go back. So we were sitting on a beach and saw this little island in the distance. This sounds familiar. We then got picked up by a local boat and taken there. We went around the island and the locals said it had been deserted for a while. After meeting with the local elders of the tribe to discuss the finer points of the purchase, the Walkers purchased a leasehold and the project of a lifetime. So a lot of these different countries and island nations, they won't actually sell you the Property. What they'll do is they'll sell you a lease for 185 years, so it's within your lifetime. But then it eventually goes back to the. To the. To the government. It was like a boyhood dream, Barry said. Today, that pristine parcel is home to a luxurious hideaway built with a modern Malibu aesthetic, crafted by Danish architect, constructed by Australian builder, and curated by a California family. The project took approximately five years, with a pandemic and the distance from home adding complexity. And so. So I've never done a proper trip to Fiji, but I did have a 18 hour layover there once on the way to Bali. Do you count that as visiting Fiji? I count it. Okay. Because I went, I left the airport, I got on a boat. Okay. And I took it to a small, relatively deserted island and I just hung out there for a few hours and then took the boat back and then went to the airport and left. Do I have. I don't think I have. Very nice. On here. Yeah. Anyway, Tyler, you figured out the optimal route? Yeah. Great success. You figured out the optimal route to visit every state, is that correct? Yeah. So basically the idea, the rules we said is if you land in like a grassy area and you step out, that counts as visiting the state. Yes. So basically the optimal strategy if you want to hit every state is you basically land at the intersections of states. Okay. So you only need to land 21 times to hit all 50. Right. So in lower 48, it's only 19 times. Okay. But you can hit these kind of like tripoint areas. Right. You can think of. There's kind of the quadrant in the southwest. You can hit four states at once. And you can do it presumably within an hour or. Sorry, within 24 hours. Within 24 hours, yeah. Yeah. But you have to go to Alaska and Hawaii. So this is just lower 48. No, no, this is all 24. You can, but you would need a plane that can fly at the speed of sound, but also land or like near the speed of sound. Like, you can't do it in like a Cessna. You must. You have to do it in like a Gulf stream. But then you also have to be able to land in a cornfield. Basically, you can use like a normal, slightly larger plane than like a private plane. Okay. But you don't need the insane. What type of plane are you. Are you landing in a cornfield but also making it to Alaska in. Tyler. Tyler, would you be willing to attempt this route with your current plan? Because right now you're not instilling a Lot of confidence, buddy. Yeah. Trey says the Pilatus PC12 has you covered. Pilatus PC12 is not probably fast enough to actually break a record, but the PC24 is sort of the cousin of the PC12. That is an actual jet that will let you land on dirt runways. And so I think that the PC 24. Yeah, 24 is what I had as well. A lot of species. But you said big. It's not even. It's like a relatively modest plane. You can't even cross the Atlantic with it. You were saying it was a bigger plane. Well, you know, relatively pure sloth. Let me tell you about. You got to. You got to. You got to work on this plan. Their business is securing it. CrowdStrike secures AI and stops breaches. You're starting in Maine, and you're ending in Hawaii. Okay. So you go from basically, like, Washington to New Hampshire. You're kind of going. But you're going in the Pacific Northwest last, then Alaska, then down to Hawaii. You're basically starting. You're going directly south, so you're in all east. Ryan says you need to hire a pilot from Sinaloa. True, True. I think you're going to run into a lot of trouble. I think you'll probably get arrested the first time you land in a cornfield in the intersection of three states and they wonder what you're doing. I don't think with Tyler's plan, you might need to think there'll be enough time to. Some demolition you got to take ahead of time. Yeah. Oh, so you can actually land on the corner. Yeah, because a lot of these. A lot of these corner intersections are like tourist traps where they have, like, a sign on the ground. Like you're currently standing on four states at once, and you can't just land there and bulldoze all the. All the tourists who are taking pictures. That doesn't make any sense. Well, I don't think we stated that before that. That wasn't allowed. Misaligned. This is misalignment right here. Terrible. Anyway, the good folks over at the acquired FM Acquired podcast revealed a very interesting fact that we wanted to share here. The highest grossing piece of entertainment ever is an Avatar. Avengers, Titanic. Chad says, stop hazing our zoomers. Oh, we got more Gen Z. Gen Z hazing articles. Because there's a whole article in the New York Times about how Gen Z doesn't know how to dress. They're just taking shots at Gen Z for acting like they've never worn clothes before. Something is the headline. So Very funny. We was driving around with my lovely wife yesterday, and we passed, like, what looked like a group of high school boys. And she said, why do they all look like they're dressed like criminals? Because they, they had these, like, big, like, glasses that, like, look like, what, something you might wear if you really didn't want people to know true UN status. Why is Ben Macklin getting an American flag wrapped around him? Is this just the style now? This is my go away gift. This is my. Yeah, I'm going back. I had to get a flag before. Okay. Wearing that on the flight? Yeah, the whole way. Well, let me tell you about MongoDB. What's the only thing faster than the AI market your business on MongoDB? Don't just build AI, own the data platform that powers it. Ryan says if you can't haze Gen Z, yb Unk. Yeah, good point, good point. Okay, anyway, so the highest grossing piece of entertainment ever. It's not Avatar, it's not Avengers.

Seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. Did you know, Jordy, it's now cheaper to buy. It's now cheaper to buy a private island than a house in Palo Alto. Finally. This is crazy. We've been waiting for these lines to cross. Yeah, no, it's actually cheaper to buy a private island than a house in Palo Alto. Earlier this week, Chris Backy highlighted a real estate listing for a five bedroom, five bathroom, 5,000 square foot home in Palo Alto, asking $16.5 million. We got to pull a picture of this thing because it doesn't look like a $16 million house. And I think that's why this image from Chris Backie went so viral, because it specifically looks just like a normal house. That might be a million dollars or $3 million. But can you share it in the chat? Where is it? Let me see if I can pull this up. Did we not this. Let me put, let me put this up. Here we go. Boom. Or here. Here it is. There we go. And So, I mean, 5,500 square feet. That's a lot. And Palo Alto is obviously on an absolute tear on the back of the AI boom. But $16.5 million is a lot of money and you can get a private for this shape. Yeah, it just looks like one normal house, please, to me. Right. One starter home, please. Yeah, exactly. Even though it's very clear that there's a lot of stuff going on in the back, obviously from the front, the silhouette doesn't look like a 5,000 square foot house, but clearly that extends and there's probably lots of land back there and all sorts of things. But when you're, when you're bidding against Mark Zuckerberg, you got to pay a pretty penny. Bay Area real estate has been expensive for a while. It's like a quarter acre, too. Bear real estate has been expensive for a long time, but prices at the very top of the market have become especially eye popping. One factor is the enormous amount of new wealth being Created by the AI boom as employees at companies like OpenAI and Anthropic turn startup equity into fortunes and pour some of that money into local real estate. The result is an absurd new benchmark for Silicon Valley. Ben is on its hair today. He says, wow, there's a patio. No pool. There's no pool for $16 million. No pool on a quarter acre. That is. That's crazy. I wonder where this one will land. No garage either. Wait, no garage at this, at this price, it's like, like, like you could actually be driving like a hypercar for like 10 of the house price. You know, like if you live in a, if you live in a $1.6 million house and you drove a $50,000 car, no one would be like, oh wow, that's so crazy. Right? But if you live in a $16 million house and you drive a $500,000 car, people be like, okay, that kind of matches. Except you pull up to this thing in a revuelto or something sf90 and people are like, what? You don't even have a garage to park it in anyway. The result is an absurd new benchmark for Silicon Valley housing prices. There are actual private islands around the world that, that costs less than a house in Palo Alto. In June, a 4.5-acre private island on North Carolina's Lake Norman sold for $12.5 million. You can pull this one up. The agent on the listing says it has unique feature, a glass encased staircase. Okay, you don't see that much in a modern McMansion. Which are you going with? The Palo Alto home or this private island? Says chad is saying 16 mil turned it down. Had to live there for this decade. The payment calculator. Look, if you put 20% down, you're only spending $105,000 a month. That's so much money. Yikes. That's true. Golden handcuffs. So this 4.5 acre private island in North Carolina sold for $12.5 million. And it includes a roughly 13,000s square foot mansion on it. It was originally purchased in the 90s for 1.5 million.

Roughly, I think so. That's the number. Well, in other car news, Porsche heard you loud and clear. They're bringing back the manual for the CARRERA S. The 911 CARRERA S is back with a manual. It's North America exclusive MT package for 20, 27. Six gears, 473 horsepower. That's pretty. That's a little bit higher than some of the models. Not bad. And loads of features. All the details are over at motor1dot. Jason Fried's very happy to hear this. What do you think, Jordy? What's the review? I like it. My first sports car. A manual 911. Manual 911. Here it is back. Makes a lot of sense. They're listening, they're listening to their, they're talking to their customers. Coupe is 170k. Yeah, they really are. And it's odd because I feel like the Porsche brand is strong. I feel like they've had some misadventures in the EV market, but in general, like the actual results of the new Cayenne EV Turbos are insane. I think zero to 60 in like plaid territory, like two seconds. Yeah. If, if it had self driving anywhere near Tesla, maybe that's way more popular. Maybe that's it because we've seen that like the financials of the company are beaten up, but the brand still is very solid. They haven't, they haven't, they haven't had their like luche moment where everyone's like, oh, this one looks bad. You know, they haven't had a backlash to the core visual brand, which I think is so important for longevity in this category. And so I think this will be successful. And people have been asking for this. The 911ST sold very well. I think it's over a million dollars a car now. And I still don't fully understand how all the different manual options fit together across the portfolio. The ST seems like very exclusive, but I can't off the top of my head. Well then you have the Sport Classic, you have the R. Yeah, there's a few touring options which I think is good. But when the ST came out it was sort of branded as like the only way to get the full throated Porsche experience in a manual. And so that's why there's also the T which is manual. So they've been offering a variety of ways to get in to a manual. Yeah. Transmission. 911 Ferrari is also out with the Ferrari CZ26. Temporary reinterpretation of the high performance Berlinetta concept through a pure and Highly technical, formal language. It's a special projects car. Yes. It develops a new stylistic identity starting from the supercar features of the SF90 Stradale. Defined by a direct, distinctly horizontal design and a highly distinctive two box silhouette. It looks a lot more restrained than the standard SF90. Yeah, this looks cool. Yeah. More refined version of the SF90. Looks nice. I wonder how many is the overall bodywork of this hashtag Ferrari1off design. So are they just doing one of these and they're showing off at car week? They're just doing one. One of one Feels like. Yeah. So far I haven't seen anything out of Ferrari from car week. There's a bunch of other things there. The McLaren is introducing a con, the first concept of its kind. Kind of stealing the show. Mick L6GT. A contemporary realization of Bruce McLaren's original road car vision. The MCAL6GT embodies the pioneering spirit that continues to shape McLaren. Let's get some sound here. Oh, yeah. True connection. Has to be real. Felt in every. Notice how the. The ad is shot vertically. Oh, and they dropped it in square. I love the. The front end looks beautiful. Why did they upload it square on Instagram or on. On Axe? No, I think this is just how X handles. Oh, really? Vertical video now. Oh, yeah. It is interesting. They blur the background. It kind of blended in. Interesting. An authentic manual gearbox. You see that? That's a little bit of a jab at Ferrari. Oh yeah. Manual gearbox. Yeah, because they have those manual by wire. Okay. It's a nice shot. Built from the foundation of our founder's legacy, the MCL6 GT. Again, is this McLaren road car. Yeah, that answers the question. Oh, they're saying register your interest. So maybe they make a number of these build today. Wait list maxing. What else we got? Anyway, if you're designing a. There's some other. Do it in FIGMA agents meet the canvas. Your AI agents can now create and modify your FIGMA files with design system context. Aston Martin also launched the Valen. Say that doesn't need an introduction, it interrupts. Kind of does need an introduction. I've never heard of this before. The most powerful front engine V12 car in our history. Limited to 150 cars worldwide. For the purists. And so there. This is off of the Vanquish platform, presumably, but 150 versions of this. Yeah, it looks, I mean, again, looks, I think, very cool. Yep. No manual. They spec'd it in a. In a way that it's fun to have these at Car Week. I don't, I don't necessarily love, but you don't. It's. It feels very close to the Valor. It feels very close to the Valor. They also had the victor at some point. A bunch of these and anyways, I don't, I don't know what Aston needs to do to really get back in the game. I think the, their primary challenge is at the lower end of the market. Shouldn't they make that COD mobile? Yeah, they should actually make that instead of just making it playable in the game. It is weird that no one right now is going after what the Audi R8 was like. A more affordable supercar. All of the luxury car supercar, hypercar manufacturers seem to be going up market with $500,000 million dollar cars. And even the new Voli is up at 5000-006007-00000. Right. If Audi makes a supercar, you would expect it cheaper than the 296 from Ferrari. Right. Like because that's what the, that's what the R8 strategy was. The R8 was cheaper than the Ferrari of the day. It was cheaper than the Lamborghini of the day or the base model. So it was like if you, if you want a more affordable supercar with Audi badge, with inflation you could have seen audi making a $400,000 supercar. Right. The new Vallari is much more limited, comes in around 700. Do a lot cheaper than that. I mean the ZR1X. Yeah, but that doesn't. Every Audi is being priced higher than whatever the Chevy Ford equivalent is. Exactly. Yeah. Okay, maybe you're right. Like slice in between a ZR1X and a 296. That's where I would put the new Vollari or the Audi Halo car. I just think it needs to be priced somewhere around where the Temerario is. Is it more expensive than the Temerario? It's almost double. That's an odd choice. I think it should, but it looks like a spaceship. I got to see it in person on Monday. It is even better looking in person. It's a very special car. Does it get absolutely mogged by the 2027 Mustang dark horse SC convertible? Maybe for you. America's back, baby. Well, you have to wait for the Tesla Roadster. Ford's got you covered with a 5.2 liter V8.795 horsepower which is probably nothing compared to what the roadster will have. And 660 pound feet of torque feeding the rear wheels via seven speed dual clutch transmission. The Magneride Suspension has a less aggressive tune than the coupe. And the convertible won't be offered with the coupe's hardcore track package. But fun for the Mustang fans. Mustang's been doing some special editions too. They got a bunch of different, really, really high tier options out there. Cadillac introduced the V1 concept. Ben says still looks like a vacation rental. Yeah, one of these hertz. Cadillac revealed the V1 concept. It's a limited production model based on the LMDH race car. It's powered by a 5.5 liter DOHC V8, an electric motor good for 830 combined horsepower. Looks like a, like a full on race car. Cadillac's done this before with the cn, their hypercar prototype that they never released. Would be very cool to see them make a road going version of this like the Valkyrie, but feels like a big stretch for the brand and the company. Right. I would be surprised if we, if we see this make the, make the rounds. But people are, people are excited about it. I mean the ZR1X was a big moment for the American carmakers in the, in the supercar market. And so, you know, there are, there's a chance, there's a chance this comes out. We'll say. In other news, let me tell you about Shopify. Shopify is the commerce.

IT HR and finance support, giving employees instant resolution to access for access requests and password resets. John, it's time to talk about car Week. Okay, let's do. But first, before we talk about car week, we're going to talk about Tesla nears unveiling of radical new flying roadster. So if you remember, probably around six months ago, whenever Elon did his last appearance on Joe Rogan, yes, he, he was alluding to the idea that the roadster might be able to get a little bit of airtime. Anybody that is done driving in the backcountry knows that all cars can get airtime. But I don't think that's what he was alluding to. I don't think that's what he's alluding to. I think he was alluding to some set of features that allow it to fly. Fly. Yeah. And what. I don't know what we're going to. I don't know what flying is. Right. Is flying an inch off the ground if you're moving it at 100 miles an hour? Maybe, maybe. So there is a Chinese car that can jump over a pothole. Extremely relevant for Los Angeles. We gotta get this car here to change all the tariff rules. But some sort of, I think it's a byd. Can actually change the suspension so aggressively that it can jump while traveling. And we said like, okay, the gauntlet has thrown down. Jumping is not enough to go viral. Jumping will not satisfy the criteria of flying. So it has to be able to probably go more than 6 inches off the ground, maybe a full foot off the ground. It has to be able to stay off the ground for, I don't know, a few seconds, 10 seconds. My speculation was that it would be able to use the thrusters to lift off the ground and parallel park directly in. That was my prediction. For something that would satisfy flying without actually being just, oh, you can just fly it from Malibu to la. I think that that's probably not in the cards, but I think that it has to have a crazy demo. It has to look crazy, it has to have crazy stats, but it also has to have a crazy viral video demo where you show it and you're like, wow, no other car can do that. Not even close. But anyway, information has. The crazy thing is that even as far back as eight years ago, there were patents that Tesla filed related to using effectively rocket style thrusters in a vehicle. And people were already kind of chattering around then, is Tesla going to make some type of car? The collab, the SpaceX collab, they have the rockets. Yeah, the space. If Tesla comes out with a roadster that has a SpaceX, it's like basically Merlin engine on it, some type of SpaceX engine. There's probably, I would put it, now that the company's public, there's probably 10,000 buyers for that car. Like you'd imagine a lot of people, it's 20 times the Audi new Valari. It's pretty wild. Well, the Audi new. The new Valari is like intentionally. Yeah. You know, the other thing that they could do is they could go out to the salt flats and they could set the world speed record, high speed record, because a rocket engine on the back of a Tesla going in a straight line would. They could probably break the speed of sound and that would be amazing. It wouldn't necessarily fit the flying criteria, but it'd be flying across the salt flats. So I'd give it credit, but it needs a crazy twist, I think. Between Elon's promises. This is Grace K. In the information this morning. Between Elon promises of super nimble robots and interstellar colonization, the billionaire has spent plenty of time over the last decade hyping up another ambitious heifer. The next version of the Roadster, the sporty electric vehicle that first put Tesla on the map. At first he said he wanted the vehicle to be the fastest production car in the world. Then he said he wanted it to be crazier than every fictional James Bond car combined and he wanted the car to be able to fly. Don't the James Bond cars have guns and missiles on them? Yes, they do. Ejector seats. I mean, I guess you could get a. Like, in order to buy the Tesla, you have to have an ffl. You have to have a firearms dealer license. Oh, a dealer license. Dealer license. License. So it's basically a gun store on deal. Exactly, because that would be very American, that would be very Texas. You can't get automatic weapons, you can't get silencers. All these things are heavily restricted. But if you go through the process to become a gun store, you can get a lot more crazy stuff. So maybe, maybe that's just the process directive sent Tesla designers down a rabbit hole that lasted years, delaying the cars released. The company first showed a prototype design of the vehicle and began accepting reservations for it in 2017. Since then, it has chucked that design completely and come up with a new one which hasn't been publicly revealed. That could change soon. Tesla is currently planning an unveiling of the new design, which could happen as early as this month. I was Trying to figure out, is there any world that they do something at Car Week happening right now? Where are we on Tesla? Feels very, very unlikely. It feels like much more like Elon to do his own event and not compete for attention. That event will include an elaborate stunt showing off the flying capabilities of a limited edition version of the Roadster, the result of a collaboration between Tesla and SpaceX. The demonstration is expected to take place at SpaceX's testing site in McGregor, Texas. As recently as a few months ago, Tesla's plans for the demonstration were like something out of a science fiction movie. They involved showing the vehicle racing onto a magnetized roller coaster like ramp and driving upside down before righting itself and hovering in the air, three people said previously. Musk has said the vehicle's ability to fly would come from cold gas thrusters developed with SpaceX. Still, there's uncertainty about what Tesla will actually show at the event. Did you hear that, John? I'm gonna read it back. Tell me. A magnetized roller coaster, like ramp driving upside down before righting itself and hovering in the air. Sorry, I need you to read that for a third. They're making a Hot Wheel style. Okay. Roller coaster loop. And this is what leaked. This is crazy. I love it, though. No, I absolutely love this. I love it. This is awesome. This is amazing. What mag. Okay. Musk told some Tesla staffers in recent weeks that the demonstration will be difficult to pull off and could go awry, but it will be entertaining regardless. It couldn't be learned whether Tesla will show the event live or share recorded footage. All spectators at the event will be stationed several hundred yards away from the vehicle. Because of potential damage to their eardrums, Cold gas thrusters generate high pressure gas that can create significant noise and vibrations, according to Jay Kim, a professor of aerodynamics at the University of Southampton. As a result, the car will be remotely operated without anyone inside the vehicle. Okay, this feels like we're getting farther and farther away from a production car. She's right. It's just a rock hundreds of yards away. Remotely operated might go terribly. Can you imagine getting. He's just reinventing rockets. Honey, would you mind running out and grabbing a gallon of milk? Let me start the cold gas thrusters. Boom. All the windows break in your neighborhood. Let me pull out the car. That would be very, very funny. Is that the end of that story? That's all, folks. Let me tell you about.

And more with great customer service. And there's a story that I didn't even remember to put in the timeline, but it is related to trading stocks publicly. South Korea is ordering new investors to take classes. Did you see this? Whoa. Okay, so South Korean study the blade. Literally. This is a cultural pastime. This is crazy. You're gonna learn how to use leverage. Yes, basically. So South Korean retail investors must now complete a week long course before a week long course before they can start trading in single stock funds as regulators tighten restrictions on products blamed for exacerbating wild swings in one of the world's most volatile stock markets. So the move follows an extraordinary boom and subsequent correction in South Korean equities. The KOSPI rose 76% in 2025 and then doubled again this year, peaking at more than 9,300 points. In June, retail investors poured a net $70 billion into the market. And remember, South Korea is not nearly as big as America. And so they were all yoloing effectively into the AI driven rally like chip makers SK Hynix and Samsung Electronics. The rise coincided with government efforts to boost the market. Single stock leveraged ETFs in the two companies were introduced in late May, allowing investors to magnify Betsy on Korea's semiconductor champions. Then at a press conference on June 8, President Lee Jae Myung said that the market was still, quote, somewhat undervalued despite having hit about 8,000 points. So you have the president of the country being like, we got room to run now is a generational buying opportunity. I wonder if he'll also get into selling early access to his comments on the market. Maybe just the new meta. A lot of people have been sort of disgusted and disappointed by that kind of behavior. Yeah, here. Yeah. But maybe it's just the new normal. So the rally unraveled in July with the Cospi falling 22% for its worst month since the global financial crisis. The Finance Ministry announced measures to limit access to leveraged ETFs. Many retail investors have suffered significant losses in single stock leveraged ETF craze. And their percept of those products has changed. Investors bought Samsung and SK Hynix leverage ETFs in late May and held them until mid July. They lost about half their money. New investors in single stock leveraged ETFs must now complete at least one hour of simulated trading a day for five days. So it's not a 40 hour course. It's one hour a day of simulated leveraged trading for five days straight. Then you will be allowed to trade on these platforms. They also have mandatory military service. So now they have mandatory day trading. Mandatory everything. At the end they go, that wasn't a simulation. You were trading the real market. Yeah, it's Ender's game in Korea. You just secured a generational bag. That was real money you were trading. I wonder. It'll be very interesting to look at the data from what the traders do in simulation versus reality. Like do they take more risk because they know it's play money? Are they actually learning? When I'm in a racing simulator, I do drive a bit different than when I'm actually on the track. Okay. Okay. Presumably this would teach the wrong instincts. Right. Because if you sit there. No, obviously, obviously they're trying to show people that if you are trading with leverage, you just lose a lot of money. Often you're just going to get wiped out. So you're like, okay, I got wiped out on day three. Now I'm not going to get wiped out when I go into the real market. Wouldn't you want to like instill, like you should just go, you should just buy and hold. Right. But if you just sit there an hour every day, like you're not just going to like press buy and then sit there. Yeah. It's going to like teach you. Like, oh, you're going to be doing. That's for sure. You're going to be going crazy. So a quote from a sold response. Yeah. It is funny to think about if you were, let's say if as a team we were forced into a week long day trading course, you know, that we would probably have some side bets on who could run it up. For sure. For sure. As high as possible in simulated trading. And so we were really close to actually doing that and having that be like a show segment between the retail corner, the retail corner, the retail corner. He was having some wild swings. But a sole resident in South Korea who lost money said this. He said, it does feel a bit like closing the barn door after the horse has bolted though. It's better than doing nothing, saying like, I already lost it all. I don't need a course. Is that a real quote? It's a real quote that feels very borrowed from like the American South. Yeah, it's great. It does feel like closing the barn door after the horse force has bolted. I like this. We got to take a trip to South Korea. However, there are signs that tighter market regulation is cooling the market. Daily turnover in single stock leveraged ETFs on July 30th fell from 12 trillion to just 70 billion. So that's a huge drop off. 90% down on the actual trading volume. And for Yoon, the South Korean resident who lost money, it has done little to restore faith in policymakers. Investors like us have grown increasingly resentful. Trust in the government has been severely shattered. He was counting on the government to stop him from going too crazy in the financial markets, and they did not. And he's upset about it. He's not happy. So interesting, interesting development. We'll see where it goes. Let me tell you about Console and.

The story's not over anyway. There are a ton of stories that are not over. We're going to take you through a bunch of them. First is that we received a Renaissance painting in the mail from a company called Gamut. They posted a video. We can play their little clip of how they put this together. Very funny go to market strategy. It got our attention. We opened it up. I'm like, what is this huge box that's addressed to us? Turns out it's an AI image of me and Jordi dressed as Renaissance medieval knights or something, banging a gong. Got the horse in there, got a bunch of different stuff. I would go, Ben Macklin stand up over this. But it's a close second. It's a close second. Very disrespectful to Ben Macklin's pop up. He's gone. He's gone. Anyway, can we play the video of the. We asked Gamut agents to make Renaissance portraits of 130 startup founders. Found the founder, source their photos, ordered the paintings, found their offices, mapped the delivery route. Very cool workflow for go to market for attention. And funny, they're dressed up in costumes. They're having fun filming this. I feel like we are entering a new era of startup launch video. The Vibreal meta is dead and this is unique. And the next one we're going to show you is unique too, in my opinion. Now there are some drawbacks with this, you know, will lose its luster if everyone in the world receives a Renaissance painting. It'll be a little bit. It'll get stale for Agarwal. I love it, but this is great. I. I think this is so fun. And this goes back to Sam Blonde when he was at. Was it Brex or he was working with Parker Conrad at Zenefits or something like that. He said that he was in the go to market role. He was trying to get on the phone with companies and sell them either corporate cards or HR services at the time. I forget which company he was with, but he would send a box of champagne, a bottle of champagne very nicely. And he said that the return the uptake on. Yeah, I'll hop on the phone with Sam. People are saying he invented corporate gifting, basically. I mean that's. He's sort of the one that pushed it another notch up. I'm obviously corporate goes back pre kids, pre emptive, preemptive corporate gifting. And I think he systematized it a little bit more than most people do. And Gamut seems to have built an agent that allows you to do just that. So congrats to the team over there on the. Yeah. Fascinating. Fascinating piece of AI slop. But when you put it, when you bring it into the physical world, it transcends. It becomes something more than slop. I want your review on this coinage that I heard from my.

We gotta play the see you again goodbye like he passed away. This is the saying goodbye to our intern, Ben Macklin. Yeah, we need an AI video of me and him in sports cars driving along the Pacific coast highway. And then we reach a fork in the road and he goes off to Canada and Jordy goes to Malibu or something. But every time this song, this song hits. It's a good one. It's a good one. Anyway, we're very, very sad to say goodbye. End of an era. But the story is not over, man. Ben Macklin, one of the greatest to ever do it. Yeah, the story's not over. Anyway, there are a ton of.

Status. Why is Ben Macklin getting an American flag wrapped around him? Is this just the style now? This is my go away gift. This is my. Okay, yeah, I'm going back. I had to get a flag before I. Okay. Wearing that on the flight? Yeah, the whole way. Well, let me tell you about MongoDB. What's the only thing faster than the AI market? Your business on MongoDB? Don't just build AI, own the data platform.