LIVE CLIPS
EpisodeĀ 9-1-2026
Of password reset attempts on X. He's got another minute I wanted to ask him about. Oh, yeah, yeah. Well, we can go into that with the next guest. Nick Carter posted on X. A lot of people getting unsolicited X password reset attempts in their email inbox. Do the following. Go to X settings, security account access security. Check password reset protection. Don't let people hack into your X account. It's too simply too valuable. You can, you can't let. And this is because X money is rolled out to a lot more people. Oh, I saw that notification. Financial incentive now because you could potentially steal someone's money if you got in as opposed to just post a meme coin link or something like that. Anyway, the other story we got to Talk about is YouTube creator director Markiplier has acquired an 8 per 8.5% stake in GoPro. Did you see this? The action camera maker, they've been sort of in the doldrums. A lot of competition from China, but. And then immediate questions because GoPro just got acquired today. Oh, it was a full acquisition. Yeah, it's been. Oh, I didn't know that. Wow. Yeah. So this news comes out yesterday and just today GoPro has entered into a definitive agreement to merge with privately held Starman Optical in a deal valued at 285 million. So it seems like market markiplier is up massively, which is going to immediately part of the deal. Yeah, well, it's going to immediately draw a lot of attention. Yeah. But a lot of times these things happen as like one piece of a larger deal and the state gets disclosed at a certain time because it's part of this remaking of the business. Do you think GoPro can come back? That's a good question. I owned a GoPro back in the day. I never, I never. GoPro was one of those things where for the average person, you're capturing footage that is only entertaining to you. Yeah. No one else is going to care. Yeah. You know, I'm a pretty good snowboarder, pretty good surfer, just pretty good. Sean McGuire was like throwing shots. But we'll set up a heat, Sean. But, but, but anyways, I always felt like I would, I would film something with my GoPro and then it would be mildly entertaining for me and not that entertaining for someone else. So you don't watch game footage. You don't get out there on the waves and rewatch what happened. If you're watching game footage, it's better to watch. Oh, third person. The third person. You don't want to Watch the first person. Interesting. Interesting. Yeah. I've owned a GoPro at various points in time but again like never really found a good use for it. Yeah. And it felt like the GoPro budget for consumers shifted to drones. Yeah. They didn't get there. They tried again. That's a third person view that is like I think a lot more interesting. And there's even some drones that will follow you out while you're surfing and track you well and stuff. Yeah. And then. Yeah. Just the innovation. I still have very positive feelings towards go great brand. They, they work with so many amazing athletes over the years. They were a pioneer. Yeah. The big, the bigger challenge was just the iPhone. The guy very durable and the quality got amazing. So why would I. I can take. You can take your phone out on a, on a ski run, whatever and, and you'll be fine. The other thing like meta glasses. Too true. Meta. The Oakley meta glasses. I think Best Buy reported earnings and said that smart glasses are like driving significant in store sales for them. Like they're, they're actually moving. They're selling well. We haven't seen that yet. So. So anyways, I don't like to see Insta360. Yeah. And DJI take over, so I hope they can. But if you watch the independent product reviewers like those products have innovated in many, in many, many ways that, that GoPro has not been able to keep up with. Mostly because of the manufacturing side of the business. But interesting to see, you know, is this Markiplier's way of like buying a new merch line? Like that's one potential view on this is like, okay, you buy a stake in this and then you basically run ads on your platforms to promote the new products. Maybe he has a vision. I mean he didn't make a whole movie with a lot of VFX. Maybe he wants to grow GoPro into something that's more for filmmakers and cinematic. Cinematic creative. The Starman Optical the acquirer is an American company that describes itself as a privately held US optical photonics company focused on, on developing and domestically manufacturing optical transceivers. So when I first saw the news, I assumed it was a Chinese company buying it up. But we'll see. Hopefully they can make and sell a lot of GoPros. I'm here to Markiplier. I love his journey and I think, you know, this feels like an outside of the box move. It's not just another, you know, sparkling water brand or hard seltzer brand from a, from an influencer. It's him thinking about business in a very different way. So it's exciting. More news. First let me tell you about railway. Railway is the all important.
Well, railway automatically takes care of scaling, monitoring and security. More news. Mr. Beast has launched a book, a book for his audience of voracious readers. People are clamoring. People in his audience have been asking for a book. Yeah, he delivered. Yep. No, he's turned the book into, effectively a lottery. Okay, away a million dollars to somebody that buys the book. Was that on day one or is that downstream? No, I guess that's day one. That's the. That's the promotion. So. And anyway, he partnered with James Patterson, who is a huge author. Good news for the subset of Mr. Beast fans who love to read mystery novels. The YouTube giants collaboration with James Patterson is out Tuesday. That's today. Accompanied by a flurry of marketing on MrBeast channels. Read my book and you could win $1 million. Bad news for HarperCollins. The book buying subset of Mr. Beast fans appears to be vanishingly small. Two people close to the project say the. The Most Dangerous Games is on track to be a historic bomb with pre orders numbering in the four digits as of last week. But why would there be pre orders if it hasn't launched the marketing yet? This. I. I'm, I'm. I'm sort of skeptical. This is the first time I'm hearing about it. This is the first time I'm hearing about it. And it seems like Mr. Beast just uploaded the. The actual contest and like, you could say she shouldn't be running a lottery or. I don't like this type of book promotion. But like, that's, that's if the pre. If the pre orders or the orders still stay in that. In that four digits. Hedge funds getting up. Buying up more of the million dollars. Yeah, yeah. You could win hedge funds. Well, typically with it, with a raffle, you don't have to actually buy the book. You usually can just sign in and, and send it over. But will you be reading it? I think one of us has to read it. Or at least Tyler. Tyler can read it. Where are you? We can get Tyler to read it anyway. We'll have more fun with that in just a minute. Let me tell you about public dot com.
Link or something like that. Anyway, the other story we got to Talk about is YouTube creator director Markiplier has acquired an 8 per 8.5% stake in GoPro. Did you see this? The action camera maker, they've been sort of in the doldrums. A lot of competition from China, but. And then immediate questions because GoPro just got acquired today. Oh, it was a full acquisition. Yeah, it's been. Oh, I didn't know that. Wow. Yeah. So this news comes out yesterday and just today GoPro has entered into a definitive agreement to merge with privately held Starman Optical in a deal valued at 285 million. So it seems like Markiplier is up massively, which is going to immediately part of the deal. Yeah, well, it's going to immediately draw a lot of attention. Yeah. But a lot of times these things happen as like one piece of a larger deal and the state gets disclosed at a certain time because it's part of this remaking of the business. Do you think GoPro can come back? That's a good question. I owned a GoPro back in the day. GoPro was one of those things where for the average person, you're capturing footage that is only entertaining to you. No one else is going to care. You know, I'm a pretty good snowboarder, pretty good surfer, just pretty good. Sean McGuire was like throwing shots. But we'll set up a heat, Sean. But anyways, I always felt like I would film something with my GoPro and then it would be mildly entertaining for me and not that entertaining entertaining for someone else. So you don't watch game footage. You don't get out there on the waves and rewatch what happens if you're watching game footage, it's better to watch. Oh, third person. You don't want to watch the first person. Interesting, interesting. Yeah. I've owned a GoPro at various points in time, but again, like never really found a good use for it. Yeah. And it felt like the GoPro budget for consumers shifted to drones. Yeah, they didn't get there. They tried again. That's a third person view that is like, I think a lot more interesting. And there's even some drones that will follow you out while you're surfing and track you well and stuff. Yeah. And then. Yeah, just the innovation. I still have very positive feelings towards go great brand. They work with so many amazing athletes over the years. They were a pioneer. The bigger challenge was just the iPhone. The guy totally very durable and the quality got amazing. So why would I. I can take. You can Take your phone out on a, on a ski run and you'll be fine. The other thing, like Meta glasses. Too true. Meta. The Oakley Meta glasses. I think Best Buy reported earnings and said that smart glasses are like driving significant in store sales for them. Like they're, they're actually moving. They're selling well. We haven't, we've seen that. Yeah. So. So anyways, I don't like to see Insta360. Yeah. And DJI take over, so I hope they can. But if you watch the independent product reviewers like those products have innovated in many, in many, many ways that, that GoPro has not been able to keep up with. Mostly because of the manufacturing side of the business. But interesting to see, you know, is this Markiplier's way of like buying a new merch line? Like that's one potential view on this is like, okay, you buy a stake in this and then you run, you basically run ads on your platforms to promote the new products. Maybe he has a vision. I mean he did make a whole movie with a lot of VFX. Maybe he wants to grow GoPro into something that's more for filmmakers and cinematic. Cinematic. Creating the Starman Optical, the acquirer is an American company that describes itself as a privately held US optical photonics company focused on developing and domestically manufacturing optical transceivers. So when I first saw the news, I assumed it was a Chinese company buying it up. But we'll see. Hopefully they can make and sell a lot of GoPros. I'm here for Markiplier. I love his journey and I think, you know, this feels like an outside of the box move. It's not just another, you know, sparkling water brand or hard seltzer brand from a, from an influencer. It's him thinking about business in a very different way. So it's exciting. More news. First, let me tell you about Railway.
Five minutes though. Five minutes to hang out. 60% click through rate on Phishing emails what are you guys doing? What are you guys doing? Speaking of phishing emails, there have been a raft of password reset attempts on X. He's got another minute I wanted to ask him about. Oh yeah, yeah. Well we can go into that with the next guest. Nick Carter posted on X A lot of people getting unsolicited X password reset attempts in their email inbox. Do the following Go to X settings Security account Access security Check password reset protection. Don't let people hack into your X account. It's too simply too valuable. You can't let and this is because X money's rolled out to a lot more people. Oh I saw that notification. Financial incentive now because you could potentially steal someone's money if you got in as opposed to just post a meme coin link or something like that. Anyway, the other story we.
You know, go, go aggressively. He certainly seems like he's stepping back from the Apple Vision Pro, sadly. But we'll see. We'll see what he does. It'll be an exciting time. And last but not least, Dyson just released a new AI powered toothbrush with integrated thousand pixel macro Lens camera for $499. I know a lot of you people have been asking for AI in your toothbrush. I certainly know I have, and I'm glad that this can't possibly be the first AI toothbrush. There have to be other ones. Somebody's got to get this and try it out. I certainly have never wanted what are we doing with this hundred thousand pixels in my toothbrush or really a camera in my toothbrush. But that's not how people measure camera lenses. They say megapixels, which I think is a million pixels. So it's actually a 0.1 megapixel lens camera. But I think we got to give it a shot. Okay. We got to give it a shot. I don't want to judge it too much. Yeah, I do like a good wooden toothbrush. Wooden tooth. I like a wooden toothbrush, personally. Yeah, I think they get the job done, but, oh, well, we got to try it out. We'll be back in the ultra dome. Yeah. Back in the ultra dome tomorrow. Cannot wait. We're heading back to Hollywood. Thank you for tuning in. It's been an honor. Pleasure, privilege. We'll see you tomorrow. Goodbye.
Two, give John Ternus call over on X. Yes. John Ternus has hit the timeline. What, what a, what a moment for X. In some ways, yes. Right. You know, we're how many years into the platform? If you assume an important position in the world of business, you simply can't afford not to be on X. Yeah. No, the, the fact that, I mean, it's not like he's like, you know, tweeting random stuff or actually like breaking news there yet since we started the show. No, he tweeted, hello, lowercase, very online, very like native. But the fact that Jensen's on there, Mark Zuckerberg's on there, like the AI conversation is truly happening on X and it's exciting to be a part of it. Apple investors want the new CEO to be an innovator. This is in the Wall Street Journal. Ralph Linclair rights talking about there is one way. There is. There is one way. Which company observers have said has been lacking since the Steve Jobs era. Revving up Apple's innovation engine, especially in artificial intelligence, Tim Cook's brilliance was to take the company Jobs built and scale it massively. The year Cook took over, Apple sold 72 million iPhones. This year, it will be 255 million, tripling volumes, hitting annual release dates like clockwork, minimizing risky capital investments, and returning more than $1 trillion to shareholders. That is a size gong. Moment helped Cook multiply Apple's valuation by 13 times. But Ralph Linklar in the Wall Street Journal says that Apple's investors now want Turnus to change things up. It's not enough to rest on your laurels. Just focus on operational efficiency. He's got to innovate, according to the Wall Street Journal, they say. But in Wall street parlance, the positives look priced in Apple's trade. Apple Stock trades at 33 times next year's earnings, compared with the S&P 500's collective multiple of 20 times. Apple gets that premium even though its earnings are growing half as fast as the market. Investors are paying up for Apple because it looks safe at a time of broad anxiety over returns to be had on massive investments in AI. But when the valuation gets stretched, safety isn't safe anymore. And there are negatives that investors may be overlooking in the age of AI. Apple has lost its status as the consumer, as the company that defines how consumers interact with devices, a title it held for 40 years from Apple to. To the iPhone. So the Wall Street Journal wants turners to take risks, launch new products, you know, go, go aggressively. He certainly seems like he's stepping back from the Apple Vision Pro. Sadly. But we'll see. We'll see what he does. It'll be a.
Every organization can't get it wrong. And equally they've got additional pressure. Yeah, they've got to get it right 100% of the time, but they also have to not stop business. Yeah, it's easy to get it right 100% of the time if you turn off everything. So, you know, it's not going to. It's not going to fly with the CEO of the company if every day, you know, the security technology is slowing people from browsing. You can't use the AI that you want. So there's an added level of complexity. Yeah, the defender has things like change control. The defender has things like, you know, regulatory guidelines and process that they need to, you know, follow. Attacker doesn't care about any of that. You know, go to Europe, where everyone in Europe is talking about, like, AI laws and privacy and regulation. I said at a conference, this is fantastic. You guys are leading the world in all of this regulation, and everyone was proud. The adversary does not care. Yeah, the adversary. Yeah. They're already breaking the law, so why would they not. Why would they follow? They love it. They're in there. And that's, that's, that's kind of some of the challenges that people face with. And then you have the cost pressures. Yeah. You can't just pour everything into tokens. Yeah. You can't just pour everything into, you know, it budget. Yeah. So that's why we spend a lot of time making sure that you get the best that you can. And a lot of the time we come in and say, okay, here's a product we're going to try to take. Two out. Yeah. It's not one in, one out. It's one in, two out, three out. Sure, sure, sure. So top.
You know, a few years ago it was really easy to tell people about social engineering and said, you know, if you read something and it read, you know, reads like, you know, a 10 year old wrote it or someone with bad English, you know, it's probably not the bank that you have all your money in. It was an easy telltale sign. Yeah. Now they learn how to use ChatGPT, they learn how to use Gemini. The emails that they write are phenomenal. We used to see about a year ago the click through rate in phishing was about 11 to 12%. Today with AI still feels incredibly high. It's over 60 now. Because they're written perfect grammatically, they probably write better than us now. Yeah. And you kind of look at what comes out. It's really hard to work out what's real, what's not. So they're getting a lot of opportunity. The thing is, you grab an open weight model and you basically say how, how would I carry out this attack? Attack? Yeah. It's going to give you the playbook. Yeah. You know, I've, I've done cyber since university. You don't need any of that anymore. I kind of feel like wasted youth now because you just need a model. You ask the question and it tells you what to do. Yeah.
Best that you can. And a lot of the time we come in and say, okay, here's a product we're going to try to take. Two out. Yeah, it's not one in, one out. It's one in, two out, three out. Sure, sure, sure. So talk about the pace of AI diffusion, AI adoption in, in cyber. Because it feels like even though there's immense go to market operations, AI adoption among the bad guys has to be incredibly quick because, because it's often free, it's highly motivated. Download hugging face, just download the thing. And so I feel like that's maybe more of the challenge than raw intelligence. Is that a reasonable frame of mind to think about? The real scape of the problem is the slope of adoption. The good guys need to adopt more security AI faster than the attackers. Look, we've talked about this for 20 plus years. If you went to a security conference 20 years ago, everybody talked about this time in the future is going to come where attackers are finding vulnerabilities and they're weaponizing them at a speed that you're just not going to be able to deal with. Sure, sure, we're here now. Yeah. And if you think about the technology, I mean the adversaries get access to everything and the best thing that's happened to them is the advancement in the open weight models. Yeah, they can go and get a Chinese model, they can go and get a model effectively from anywhere that they run inside their sort of framework. They can build it, they can train it, they can tune it. And because they're running it in their environment, they can customize it in a way that you don't know what they're doing. And then the first time they use it is the first time you have to deal with it. And it's becoming cheap for them. When they run it internally, they don't have the cost of sending the tokens and everything else. They need the hardware, they need everything out there. Yeah. Do you, do you feel like their adversaries are compute constrained right now or are they just able to do a lot with a little bit depends on the adversary. You know, the kid at home is going to be compute constrained. If you're dealing with a nation state, if you're dealing with some of the most well funded, well structured, well trained adversaries that now have this capability as well. This is the challenge. That's why there was a packed arena this morning. That's why Jensen came out to talk about what they can do. Because if we don't do something and if it's not a community. It's not going to be really hard to compete with this technology. It's so good. Yeah. Yeah. What kind of conversation are you having with governments these days? We were just talking about, you know, it's not just enough to secure the Fortune 10. The Fortune.
Also then have to strip out all the noise. So you have to separate the signal from the noise. And that's where these sort of models perform. Well, I mean, obviously there's an incredible amount of attention on AI. What is the role of deterministic threat detection these days? Is that a useful tool in the tool chest? Are there still advances being made there? Because I imagine that for certain problems throwing a more deterministic security structure around, something could actually be beneficial. Well, you have to. And if you look in the hugging face incident, this was more of a forensics what happened. Sure. Right. If you think about deterministic security, it has to be in line and you have to make a decision. You know, you have to be right the first time. Right. First time final, as we call it. So I haven't seen any sort of models if you will actually stop a breach in its tracks because it's, you know, as it's happening, you're kind of looking at data and those sort of things. It's not in line. Sure. So a lot of what the models are good at is sort of sorting out what happened, you know, sifting through lots of data and those sort of things, finding vulnerabilities. But you have to have a deterministic system, which is what we built. Yeah. And I think what people maybe get confused on or maybe aren't quite sure is when they hear things like Mythos, it's like, well, you know, this super powerful model is going to hack the world. It really hasn't come up with a new invention of hacking. Sure. Okay. This is very important. It's come up with. It can find more vulnerabilities, so more of. And faster. Right. And when you combine those you have and you combine and link these things together, you have greater success. But they haven't invented a new way to hack. Yeah. This is very important because I think the, the public may look at this and say, well, Jesus, a super weapon that can hack anything. And it, it really is the same techniques, it's just more of it and it, it can keep track of more things. Turn is like you're taking a, a 10x hacker and making them a thousandx hacker. Correctly. Yeah, it's, it's almost like Iron Man. You put the suit on, somebody who's smart is a heck of a lot smarter. Yeah. So how are the threats evolving? I imagine you've been talking about agent states, which makes sense as a new concept, but I imagine.
Would be able to use the models directly. Yeah. Okay, so when you read the agent traces from the hugging face attack, do you see anything in there that feels difficult to detect? Because when I look at those, I'm like, okay, they're crossing a line. This is odd. This would flag something in me. But we've seen examples like the how many Rs are in the word strawberry where AI just kind of falls flat on its face. When you're trying to analyze a particular shape of problem, how tractable is this problem? How optimistic are you solving it? Well, it's tractable because when we built our system, it was designed to look at sort of these, we call them indicators of attack. So if you look at the whole ATTCK chain and if you saw the keynote this morning, you know, it's just linking all these together. So irrespective of, like, what happened, these are kind of a known attack chains. Sure. Part of the issue was it was sort of flooded with so much information that I think it was just sort of buried. You know, what's going on? Is it real? Is it not real? And what is going to really take place is the defenders have to use AI to be able to connect the dots on those, which we do. But you also then have to strip out all the noise, so you have to separate the signal from the noise. And that's where these sort of models perform well. I mean, obviously there's an incredible amount of attention on AI. What is the role of deterministic threat detection?
Of frontier type, model and harness at frontier levels specifically built for just the defenders. Yes. So with that super cyber, cyber, super super intelligence lab. Right. You're going to have more tailored models, more specification, probably spikes that go beyond what's available with the stock frontier products, I imagine over time, if not immediately. But I'm interested in the, the benefits of open source, the benefits of thinking economically because I imagine that part of the battle between attackers and defenders is starting to become economic. How much, how many megawatts can I put behind this attack? Is that what's happening? Well, the compute, the limitation. You're exactly right. The limitation for these attacks are really going to come down to sort of compute and cost. Yeah. Because the knowledge, and I talked about this in my keynote has now been democratized where whether it's a hacktivist, an e crime actor, a nation state that they're all now equivalent because of agentic technology. And we called it the rise of the agent state. Yes, right, yes. Meaning that now post nation state. Post nation state. Right. So the apex predator is now the agent state. Yes. And I think what's really interesting is, and it kind of gets back to your spikes in these models and those sort of things is that when you go back to hugging face, it's a fascinating read. You probably have read it and some great papers. We were actually called in to help OpenAI go through some of it. I'll leave it at that. But the papers are out there. And when you look at what these agents were capable of doing and just how sophisticated they were with note taking and communicating and maybe working as part of the collective, it's incredible. But the thing that I really called out in my keynote was that's all groundbreaking, but really what was the aha moment? The aha moment was the same incredible frontier caliber AI was available for the adversary. In this particular case, it was agents trying to pass a test, but it wasn't available. Drunk interns for the defenders. Yeah. And these spikes come with the model refusals and all the guardrailing that was put in place. So again, our models are specifically trained on our data, which we think is a huge advantage. Harnesses that we built. And again we fine tuned in the model creation and post training in concert with Nvidia to come out with incredible efficacy at the lowest cost. And this is what you were just getting to. Because customers want the best outcome at the lowest cost. And I want, and I want probably AI review aidr at every endpoint, every transaction, every API call, every single possible moment. And that could be very expensive if it's running on a really expensive model. Right, Right. Yeah. So our aidr is going to again, they have two separate announcements, but you're going to be able to run that from the platform. Announced it today. But the, the red Tempest, which is the name of that model, and the blue Solano, which is the defensive model, are part of the SafeMind system. Sure. Okay. So safe mind you think about as the harness. Right. But those models and harness will be available in the platform to make everything smarter and better and faster. Yeah. And then we have a trusted access program for customers in our Quilt Rope Quilt Works program that they would be able to use the models directly. Yeah. Okay, so when you read the Agent Traces from the Hugging Face attack.
This was fantastic. Thank you to everyone who's tuned in live from Falcon. Great to see you. Cheers. Okay, there are a few more stories that we should get through. Let me tell you about Shopify. Shopify is the commerce platform that grows with your business, lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. Jordi, was there anything else that you wanted to get to give John Ternus over on X? Yes. John Ternus has hit the timeline. What a. What a moment for X. In some ways, yes. Right. You know, we're how many years into the platform? Yeah. If you assume an important position in the world of business, you simply can't afford not to be on X. Yeah. No, the. The fact that, I mean, it's not like he's like, you know, tweeting random stuff or actually, like, breaking. He's there yet since we started the show. Hosting. No, he tweeted, hello, lowercase, very online, very like native. The fact that Jensen's on there, Mark Zuckerberg's on there, like the AI conversation is truly happening on X and it's exciting to be a part of it. Apple investors want the new CEO to be an innovator. This is in the Wall Street Journal. Ralph Lincoln writes talking about there is one way which company observers have said has been lacking since the Steve Jobs era, revving up Apple's innovation engine, especially, especially in artificial intelligence. Tim Cook's brilliance was to take the company Jobs built and scale it massively. The year Cook took over, Apple sold 72 million iPhones. This year, it will be 255 million, tripling volumes, hitting annual release dates like clockwork, minimizing risky capital investments, and returning more than $1 trillion to shareholders. That is a size gone. Moment helped Cook multiply Apple's valuation by 13 times. But Ralph Winkler in the Wall Street Journal says that Apple's investors now want Turnus to change things up. It's not enough to rest on your laurels. Just focus on operational efficiency. He's got to innovate, according to the Wall Street Journal, they say. But in Wall street parlance, the positives look priced in Apple Stock trades at 33 times next year's earnings, compared with the S&P 500's collective multiple of 20 times. Apple gets that premium even though its earnings are growing half as fast as the market. Investors are paying up for Apple because it looks safe at a time of broad anxiety over returns to be had on massive investments in AI. But when the valuation gets stretched, safety isn't safe anymore. And there are negatives that investors may be overlooking in the age of AI. Apple has lost its status as the consumer, as the company that defines how consumers interact with devices. A title it held for 40 years from Apple II to the iPhone. So the Wall Street Journal wants Ternus to take risks, launch new products, you know, go, go aggressively. He certainly seems like he's stepping back from the Apple Vision pro, sadly. But we'll see. We'll see what he does. It'll be an exciting time. And last but not least, Dyson just released a new AI powered toothbrush with integrated thousand pixel macro Lens camera for $499. I know a lot of you people have been asking for AI in your toothbrush. Yes, I certainly know I have. And I'm glad that this can't possibly be the first AI toothbrush. There have to be other ones. Somebody's gotta get this and try it out. I certainly have never wanted what are we doing with this? Hundred thousand pixels in my toothbrush or really a camera in my toothbrush. But that's not how people measure camera lenses. They say megapixels, which I think is a million pixels. So it's actually a 0.1 megapixel lens camera. But I think we got to give it a shot. Okay, give it a shot. I don't want to judge it too much. Yeah, I do like a good wooden toothbrush. I like a wooden toothbrush, personally. Yeah, I think they get the job done, but oh, well, we gotta try it out. We'll be back in the ultra dome. Yeah, back in the ultradome tomorrow. Cannot wait. We're heading back to Hollywood. Thank you for tuning in. It's been an honor and a pleasure. Privilege. We'll see you tomorrow. Goodbye.
I've known George, who he had on just before, for over 20 years. And I remember one of the first things he ever said to me, look after the customer. Everything else takes care of itself. And that mantra goes throughout CrowdStrike. So all of this noise, we just basically say, keep looking after the customer, keep innovating, keeping them safe and secure. Things will take care of themselves. We know the way the technology works. For me, the SAS apocalypse thing, there was no merit to it. It didn't make any sense at all. Even today, when people say, hey, all the models are going to find all the vulnerabilities and then we're going to get this state of normality. No, we're not. We're going to get more vulnerabilities, we're going to get more attacks. It's only going to get harder. And that comes from just having so many years of experience. It's having an engineering team that is at the cutting edge, at the forefront, but it's putting the customer first. And, you know, it's a, it's a good formula and it always works. I love it. Well, thank you so much for coming on the show. Have a great day. Congratulations on Fantastic Falcon. Up next, we have Daniel Bernard, the Chief Business officer of cloud. Five minutes, though. Five minutes to hang out. 60% click through rate on phishing emails. What are you guys doing? What are you guys doing? Speaking of phishing emails, there have been a raft of, of password reset attempts on X. Another minute I wanted to ask him about. Oh, yeah, yeah. Well, we can, we can go into that with the next guest. Nick Carter posted on X. A lot of people getting unsolicited X pat password reset attempts in their email inbox. Do the following. Go to X settings security account access security. Check password reset protection. Don't let people hack into your X account. It's too, simply too valuable. You can't let. And this was because X money is rolled out to a lot more people. Oh, I saw that notification. Financial incentive now because you could potentially steal someone's money if you got in, as opposed to just post a meme coin link or something like that. Anyway, the other story we got to Talk about is YouTube creator director Markiplier has acquired an 8.5% stake in GoPro. Did you see this? The action camera maker, they've been sort of in the doldrums. A lot of competition from China, but. And then immediate questions because GoPro just got acquired today. Oh, it was a full acquisition. Yeah, it's being. Oh, I didn't Know that. Wow. Yeah. So this news comes out yesterday and just today GoPro has entered into a definitive agreement to merge with privately held Starman Optical in a deal valued at 285 million. So it seems like markiplier is up massively, which is going to immediately part of the deal. Yeah, well, it's going to immediately draw a lot of attention. Yeah. But a lot of times these things happen as like one piece of a larger deal and the state gets disclosed at a certain time because it's part of this remaking of the business. Do you think GoPro can come back? That's a good question. I. I owned a GoPro back in the day. I never, I never. GoPro was one of those things where for the average person you're capturing footage that is only entertaining to you. Yeah. No one else is going to care. Yeah. You know, I'm a pretty good snowboarder, pretty good surfer, just pretty good. Sean McGuire was like throwing, throwing shots, but we'll set up a heat shot. But anyways, I always felt like I would film something with my GoPro and then it would be mildly entertaining for me and not that entertaining for someone else. So you don't watch game footage. You don't get out there on the waves and rewatch. If you're watching game footage, it's better to watch the third person. You don't want to watch the first person. Interesting. Interesting. Yeah. I've owned a GoPro at various points in time, but again like never really found a good use for it. Yeah. And it felt like the GoPro budget for consumers shifted to drones. Yeah. They didn't, they didn't get there. They tried again. That's a third person view that is like I think a lot more interesting. And there's even some drones that will follow you out while you're surfing and track you well and stuff. Yeah. And then. Yeah. Just the innovation I would like. I still have very positive feelings towards go great brand. They, they work with so many amazing athletes over the years. They were a pioneer. Yeah. The big, the bigger challenge was just the iPhone guy. Very durable and the quality got amazing. So why would I. I can take. You can take your phone out on a, on a ski run, whatever and, and you'll be fine. The other thing like meta glasses. Too true. Meta. The Oakley meta glasses. I think Best Buy reported earnings and said that smart glasses are like driving significant in store sales for them. Like they're, they're actually moving. They're selling well. We haven't, we've seen that yeah, so. So anyways, I don't like to see Insta360. Yeah. And DJI take over, so I hope they can. But if you watch the independent product reviewers, like those products have innovated in many, in many, many ways that, that GoPro has not been able to keep up with. Mostly because of the manufacturing side of the business, but interesting to see, you know, is this Markiplier's way of like buying a new merch line? Like, that's one potential view on this is like, okay, you buy a stake in this and then you run. You basically run ads on your platforms to promote the new products. Maybe he has a vision. I mean, he did make a whole movie with a lot of VFX. Maybe he wants to grow GoPro into something that's more for filmmakers and cinematic. Cinematic creative. The Starman Optical, the acquirer, is an American company that describes itself as a privately held US optical photonics company focused on developing and domestically manufacturing optical transceivers. So when I first saw the news, I assumed it was a Chinese company buying it up. But we'll see. Hopefully they can make and sell a lot of GoPros. I'm here for Markiplier. I love his journey and I think, you know, this feels like an outside of the box move. It's not just another, you know, sparkling water brand or hard seltzer brand from a. From an influencer. It's him thinking about business in a very different way. So it's exciting. More news. First, let me tell you about Railway. Railway is the all in one intelligent cloud provider. Use your favorite agent to deploy web servers, databases, and more. While Railway automatically takes care of scaling, monitoring and security. More news. Mr. Beast has launched a book. A book for his audience of voracious readers. The people are clamoring. People in his audience have been asking for a book. Yeah, he delivered. Yep. Now he's turned the book into effectively a lottery. Okay, away a million dollars to somebody that buys the book. Was that on day one or is that downstream? No, I guess that's day one. That's the. That's the promotion. So anyway, he partnered with James Patterson, who is a huge author. Good news for the subset of Mr. Beast Beast fans who love to read mystery novels. The YouTube giants collaboration with James Patterson is out Tuesday. That's today. Accompanied by a flurry of marketing on Mr. Beast channels. Read my book and you could win $1 million. Bad news for Harper Collins. The book buying subset of Mr. Beast fans appears to be vanishingly small. Two people close to the project say the Most Dangerous Games is on track to be a historic bomb with pre orders numbering in the four digits as of last week. But why would there be pre orders if it hasn't launched the marketing yet? This. I. I'm. I'm. I'm sort of skeptical. This is the first time I'm hearing about it. This is the first time I'm hearing about it. And it seems like Mr. Beast just uploaded the. The actual contest and like, you could say she shouldn't be running a lottery or. I, I don't like this type of book promotion. But like that's. We'll say if the pre. If the pre orders or the orders still stay in that. In that four digits. Hedge funds getting hedge funds buying up of the book. Oh, to win the million dollars. Yeah, yeah. You could win hedge funds. Well, typically with it, with a raffle like this, you don't have to actually buy the book. You usually can just sign in and. And send it over. But will you be reading it? I think one of us has to read it. Or at least Tyler. Tyler can read it. Where are you? We can get Tyler to read it anyway. We'll have more fun with that in just a minute. Let me tell you about public.com investing for those and take it seriously. They got stops. Stocks, options, bonds, crypto treasuries and more with great customer support service. And our next guests are here. Welcome to the stage at Falcon with tvpn. Great to see you. How are you doing? Great to see you. What's happening? How you doing? Well. Yes, John Jordy. We're gonna have to throw on these headsets and it's a little bit loud in here. There's a lot of crowdstrike fans. The crowdstrike fan zone's going insane right now. And so just get the microphone speed of as close as you can. Let's move this around. Flip this up. Yeah, there we go. Is it. Oh, I think you put on backwards. There we go. Anyway, let's start with introduction.