LIVE CLIPS
EpisodeĀ 9-15-2025
More value than you capture. Yep. And Palantir's got a fantastic pitch. They have fantastic. You know, I mean, we were at. We were at aipcon. We talked on air and off air with people that are using Palantir Stack. And it's not, I think in, you know, they obviously compete in a real way, but there's also plenty of companies on Palantir Stack that are not even in conversations with Salesforce around a bunch of different use cases. Yep. I was about to say that it does feel like Palantir's position themselves completely differently from a product perspective in terms of what they do. People think sales. I mean, the ticker is CRM. And so when I hear about, like an army deal, I'm like, are they. Are they getting a CRM? Like. But I. But I guess that they're just so big at this point. You can do a lot of different stuff. The company C3. Yeah. You know them, C3AI. They have the ticker. AI. AI. I was going to say Marc Benioff should buy them just to get the AI ticker to come into the next era. Yeah. Just re. Just rebrand your ticker. There's been a lot of ticker fu. People. I mean, Mark Zuckerberg with the meta rebrand. Getting your core brand on the theme or defining the theme is somewhat of an underrated strategy. It's like a good dot com, a good ticker that people can just go and say, I want exposure to AI. I'm getting C3AI. I want exposure to CRMs. I'm getting $sign CRM. That's a potentially new fund with the strategy of just investing based on the narrative surrounding the narrative that you construct around the ticker. Yes, I need an AI company. Maybe. Maybe I need a CRM company. Well, whatever you're building, you need to get your brand mentioned on ChatGPT. You need to go to Profound reach. Millions of consumers who are using AI to discover new products and brands go to profound. Should we go through the Wall Street Journal article? We were featured in the Wall Street Journal. If you're just tuning in. Dylan Abrascato says on X, I'm joining TVPN as president John Jordi and team have built something incredibly special. And after starting my career at cnbc, this feels full circle. Dylan also ran partnerships for HQ Trivia during their heyday, which is a crazy, crazy journey. He'll have to jump on the show sometime to talk about. Dylan also knows about sports, which is. Oh, yeah, this is a major unlock for us. Gonna Learn so much now have expertise on sports. He's also very into collectibles, so he's gonna be helping us build out the. We should sit down with him and ask him, like, what are all the sports? Like what. How do they work? Like, what are the sports? What are the leagues? Yeah, what are the. Are the leagues? What are the plays? Yeah, the plays. I would love for him to name every play, get up to speed on the plays. That would be very cool. I don't know that we have to go through this. Maybe we can just. Maybe we can pull out some of. Some of the key. Some of the key quotes. Yeah. What else is here? They call this podcast, but they didn't put us in quotes. At least not total victory. Big, big shout out to the. Total victory to the Wall Street Journal. I wanted to highlight one quote in here. Let me find it. This was my favorite part. Yes. And I hope that doesn't sound important. Who said this quote? That's your favorite quote. The quote that I have said when talking with Katie, the journalist over, I said, well, we said, this is Katie's reporting. She said the duo has a laundry list of moves they have zero interest in making. Forming a content studio, creating a network of shows, pivoting to political coverage, raising capital, setting up a venture fund, and selling. And I said, we're perfectly fine with there being somewhat of a ceiling on the size of the business. Hayes said, we're not building for an exit. We want to retire on the mics on the air. I love it. I told Katie that, you know, at some point, decades into the future, there will be. There will be a final show. I hope it is many decades from now, but we hope to retire here on the mics. I hope to see John. John Exley's name in the chat for one final salute. But anyways, absolutely love the Journal and fun to be in there for the first time. Very fun. Did you see Mike Tyson drop Mr. Beast? I did. I just dropped in the timeline. Let's pull this up. Mike Isaac said, tys nearly Houdini to Mr. Beast on camera. Are you familiar with this story? Didn't Houdini. Didn't he Houdini himself? I don't actually know what is being Houdini, Tyler. What happened with Houdini? I. I mean, this is like from when I was in, like, fourth grade, but I was told that basically he got punched in the stomach just like this. But he, like, he didn't like, clench or anything. Oh, yeah. For it. So he had a.
Speaks that language. Right. It's like they're wildly different designs. So maybe if over time the three and the S and the X and the Y, they all update to have a little bit more of that cybertruck language. The cybertruck could work as a halo car. But right now it feels like a very different car from like a very different brand world. Essentially it's cool. But let's see. In other Elon news, Perfrock 4 is their smartest. The Boring Company posts the smartest, fastest, safest tunnel boring machine in the next iterations. 5, 6 and 7 are already being built at the Boring Company factory in Texas. Goal is continuous mining and zero people in tunnel Z pit. And they're hiring exceptional mechanical engineers, electrical engineers and software engineers. The Boring Company has just not gotten really any attention the last few years. We've been grinding. It's so funny to think about a world where you look up and you see starships being launched. And if you could look down there, just be, you know, tunnel boring machines everywhere. But this one's a sleeper. I hope to. I hope to see. I hope to see more out of them. Yeah, I mean it's tough. It's heavily regulated to build stuff underground. Not going deep enough takes a long time. But deep enough, nobody, the regulators won't know. Yeah, I heard one interesting thesis that was like, it's just like the underground domain is like, it is a resource. It's essentially real estate. If you can build stuff down there, even if it's just a tunnel and that's extremely valuable because it's effectively free. Like it's a free resource. Yeah, just like space. I'm not going to pretend like you're supposed to know this, but can you try to figure out who regulates once you get. Because I would assume like 100ft below your property is like probably like there's some property law. Yeah, I would think that there's nothing. If I could dig a tunnel down there, I would just assume that I have some. Some I can imagine what happens there. But I think if you go deep enough, I mean, is that not like the play? What would you be okay with if some random person was like, jordy, hey, I got a toy. I'm building a tunnel under your house. Don't worry, it's 500ft. Would you be like, yeah, cool. Or would you be like, I would prefer not. 500. 500 is fair game. 500. As long as. If they can prove out safety. Right. I don't, I don't want any type of Collapse. Okay. Like the levels my home is at. Yeah. And they're old in the ultra dome. I don't want to suddenly feel a jolt fall through the earth. Yeah. I don't know. I have yet to tour the boring company tunnel. They built one in Las Vegas as kind of a demo. There's been a few that have built, but, I mean, this is one of those businesses that I think has just been building. Building similar to Neuralink. Like working, chopping wood, grinding stone in the earth and. Yeah, maybe something happens here. Tyler, did you get any closer to an answer on how unregulated the underground domain, the subterranean. Subterranean domain. So this is ChatGPT. It says courts generally say that you can go. You own the ground beneath your land only to the extent that you can reasonably use it. There you go. So there was a court case in 1946. The Supreme Court rejected the to the center of the earth doctrine. So you don't just own everything below you. So usually it's like maybe 1,000ft is kind of the extent. And then below that is just. I guess it's just free. Free reign. Do you know you're not using. You're not using more than a 10ft below your. I'm sorry, Tyler. The second you have property, I'm. I'm burrowing a tunnel underneath it. I'm going to be hanging out under there, and you're going to have to prove that you can get down there. I do think that there's a massive market for bat caves. You know, it's very hard to do ADUs. ADUs are booming now in California, but it's still hard to actually go and add real estate to a house. We have a housing crisis. Why not just have the Tun company come build and just be like, hey, we built you the perfect man cave underground under your house. If you want us to build a little tunnel up to your bedroom that you can climb down and go enjoy your new movie theater. Can you imagine being like a angry teenager getting in a fight with your parents about, I'm going to the main cave. I don't want dinner. And then you just go in the tube and you go. And then you're down in the bat cave. Huge, huge, untapped market. If they can figure it out, they. Don'T understand me above. Do you know the story of the subway that goes. Goes out to Harvard University in Cambridge? I do not. This is fascinating. So the mta, the Massachusetts mbta, Massachusetts Bay Transportation Authority, built a subway that goes from Boston out to Cambridge. And when they built it. They wanted it to go through Harvard's territory, Harvard's land. And it would have been a straight shot to get.
I think in the last private round was valued at like 500 billion. Right. So there's a lot of money at stake here. You mentioned Oracle. You know, to assuage US regulators concerns, Oracle and ByteDance had gotten together. They've done this thing called Project Texas where they were going to segment out all the US user data. They proposed that they would actually review the code, the algorithm code, Even though the algorithm would be updated from China, they would have engineers who could go through the code and make sure it wasn't being manipulated. They would.
Oh, yeah, it's tv. Because we're going for a daytime Emmy. We want, for your consideration, that is Dylan Abrascato's number one KPI. Get us a daytime. I love to see Tim out there selling every single person I love it at. A company should be selling. Yes. It starts at the top. Yeah. And you don't soft play it. You're not like, oh, yeah, you know, it's just another year. No. It's the best iPhone ever. It's the thinnest, lightest, best, biggest, fastest, awesomest iPhone in history. It's a must, so you gotta have it. It's pretty good. The last one, pretty good. But this is a must. It's good. But I mean, he is right. It is re engineered. There's that whole. You heard about the vapor chamber thing. A single drop of water inside the iPhone. Did you hear this? Oh, it's amazing. So inside the iPhone there's a single drop of water in a chamber and it heats up, evaporates and moves to a different part away from the hot intern to cool the phone. And this has been one of the complaints for the last few years. I haven't had any problems with heat on this phone on the 16, but that's cool. But yeah, my phone overheats. Overheats all the time. Do you find that it overheats when you're like using software on the phone or camera. Oh, filming or video. Photos. Photos. Just taking photos and you notice it overheat. Wow, that's wild. It doesn't turn off. Yeah, yeah, definitely. It just heats up a little bit and it feels hot. Well, that should be a thing of the past with your new iPhone 17 Pro Max in orange. I'm excited to. Do you think that the orange color is a nod to YC or Stratecheri? What were they going? Or bitcoin? Which one do you think they were going for? Probably nod to Ben Thompson over. Probably Ben Thompson. So a hat tip. Yeah. Ben Thompson's been covering the stock for almost two decades. He's done a lot of great reporting on Apple and why not give him a little nod with the stratachery Orange. I like it. Or the McLaren orange. What else is orange? I don't know. There's a lot. Anyway, Cote says I propose a technology brother pilgrimage to Starbase to look at rockets, feel better about the world and maybe throw a giant warehouse party or something. Maybe go ahead and pull this off. He runs a hard tech conference in San Francisco. I didn't have a chance to go last Year. But they. Wait, was it in. It was on like a. Like a. On an aircraft carrier or something. He. He got. He really pulled out all the tech, bro. Little touches. I believe there were cyber trucks on top of a. On top of a aircraft carrier. And there were sponsors and stuff and everything. I would like to have a house party in a nuclear submarine. House party. Some flip cup or some beer pong. Yeah, in the nuclear sub. The nuclear sub. It's pretty tight quarters. Have you ever been on a navy ship? No. But you know, you can. You can. It could be a really. You light it properly, it could be a really fun vibe, you know, but. Going to Starbase makes a lot of sense, I'm pretty sure. I mean, imagine you can just 24 hours rip Starbase in the morning. Yeah. Abilene, Texas in the afternoon. Or Stargate House within a Crusoe data center. Something there. It'll be fun. Well, get on. Julius, what analysis do you want to run? Chat with your data and get expert level insights in seconds. Ask Julius to analyze your data. Over 2 million users trusted by individuals. It's got to be 3 million. Yeah, we need to update that for sure. Anyway. Rahul posted yesterday on a Sunday. Bad day to be a manual workflow. I don't even know what inspired that. I guess he was just automating things. It's a Sunday. He's grinding. He's automating workflows. That's great. What more do you need? Base is beginning to explore a network token. We're in the early phases. This is from the official Base account. That's Coinbase's new product. We're in the early phases of exploration and don't have any specifics to share around timing, design or governance. We're committed to bridging the community, bringing the community along with us and building in the open. Brian Armstrong, CEO and founder of Coinbase, says we're exploring a base network token. It would be. It could be a great tool for accelerating decentralization. Expanding creator and developer growth in the base is interesting. It's a blockchain without a native token. Yes, and we asked Brian Armstrong about that at the base launch event and he said no comments right now, no news to share. But that was a question that everyone was asking us to ask because it did seem like there might be a logical conclusion of this project is to eventually decentralize the the project. So there's no definitive plans. Stay safe out there. Don't go buy the wrong base token. Getting get too excited. But interesting development from Brian.