NEWSMAX

Try to make it all back in later years. You can just have it condensed down. So CEO raised money. I assume it's for profit, but do you have a view on for profit versus nonprofit? Obviously there's a lot of critiques of the nonprofit system, but what is the philosophy around the long term and incentive alignment? Basically? I mean, we're pro capitalists and pro optimists over here, so techno optimists. Right. So we believe that having a financial model is only going to help us serve students better. And like, maybe one of the biggest challenges with the modern education system is we've completely forgotten about students like, like, you know, talk About K through 12 or higher ed or whatever. It's all about all the, all the quote unquote adults who run the show and serving themselves. So one of the great things about the for profit model is it forces you to deliver or die, you know. And so our plan is to deliver an amazing experience and hopefully our investors and ourselves will get rewarded for that. Does delivering look like graduating straight into entrepreneurship or are there other avenues that you think are exciting? Like joining companies as employees, Trade schools? Like, there's so many different opportunities in the modern economy. Yeah, I mean, you guys have been in the valley a long time. So have I. Right. Like, you know, the most successful people are not only founders. Like, I know, like so many of my friends who decided to switch from being founders or never were and join companies are incredibly productive and successful and happy. And so there's no reason to prescribe one thing. I mean, I think one of the biggest challenges we're going to have as a school is there's going to be a lot of attention and pressure on these students. And my goal as sort of CEO is to design a culture that reduces that pressure and allows them to see that there are many different options for their careers. And, you know, there's many different paths to a successful life. So I don't see why we have to over aggrandize starting a company. And that's actually why we're building a school and not an accelerator. Right. Because we think that, you know, one, two years to explore and, and learn is a much better outcome than, okay, I'm 18 and now I either got to join something for four years or I got to start a company and give up 10 years. Yeah, no, it can be a crazy. Yeah, so many, so many people would have been like top 1%, second and first, you know, second in command type people and actually like, you know, maybe only top 30% founders. And the difference There is like tens of millions or even, you know, in some cases, billions of dollars. And so I think that's like such an important lesson is like, no, you don't. To have an impact in the world, to be successful, to have the career that you want, you shouldn't just be being high. You know, when you're young, maybe being a founder is high status. When you're older, just like being successful, high status, it doesn't really matter exactly how you got there, but, like, you want to make sure that you actually win. Everyone's equal on the golf course, the country club, how many people made $100 million in the SpaceX IPO. And we don't know who they or what they do. I mean, they're just, you know, they're not just. They are engineers for one of the coolest companies on the planet. Right. And. But they don't have a fancy. They're not even second in command. And I think that just tells you everything you need to know about why it shouldn't be just one path coming out of the Academy. Very cool. Well, thank you so much for hopping on the show. When last, last question. When. When are you guys. When's the first? Oh, yeah.

How much do you think consumers actually enjoy shopping? Real quick. Yes. Yes. Oh, that's. I was going to drop in. Jordy, you and me, we are two pieces of pod today. People love shopping. Yeah, it blows me away. So tech companies are like, number one, let us book your flight for you. It's like, I've had a personal assistant for 10 years. He does not come within an inch of booking my flights for me. That is crazy talk. Once I have a private jet, he can book when my pilots show up and find me a private jet. Until then, I'm deciding which flight. I understand which ones are going to be delayed. I know which seat I want to be beyond like that. So the fact this is continually a demo is hilarious to me. Number two, people love shopping. They don't want to be productive. They want to be entertained. One of the biggest forms of entertainment is shopping. This is part of the whole, like, fast fashion or like. Or all those Chinese bread. Like, it's fun. Like, speaking of toys, my nice rack. You know what's part part is the whole joy of it. Endless hours of research and figuring stuff out and then buying stuff. And then the package shows up, and you're like. And like, if you buy unifi stuff, they always charge shipping. So you have all this pressure because you're like, I want to make sure I get everything in the right order. Then you buy it. And literally the moment after you get the shipping notification, you're like, oh, I forgot to buy something else. And then you started the process all over again. And it's all torturous. But actually, it's fun because that's kind of the whole point of this is we want to, like, make. Also, there's so much information on a product page. Like, companies have spent so much energy, like, focusing on that, and you look at, like, apparel as a category, it's like they're gonna tell you what size the model is wearing, and you want to know that, and you want to look at the different styles. And the idea of having a personal agent that's like, going and getting some of the information, bringing it back to you. And then you're like, well, what about this other? Like, tell me about this thing. No, this is like, you actually want to be on the. Like, this is my free relationship advice of the day. Just because someone's complaining doesn't mean they're unhappy. There's a bit like, oh, I have to go research this. I have to go do this, and I'm so busy. And you have your eager tech company Executive say, oh, I have an assistant that can do it for you. And it's like, no, not only do I want to do it, I want to complain about it. I'm enjoying myself complaining right now. Okay, Would you just let me be and live my life? And. And that. So that's why I think there's. There's a mental reframing. Yeah. Stop trying to make people's lives better and start highlighting to them. And this is marketing 101. Marketing 101 is you create the perception of a problem in people's lives and you show how your solution or how your product is the solution to the problem. And instead of saying, people don't have a problem that I'm insufficiently productive, they have a problem that I have too many packages piling up or I'm not processing returns. And it's like just highlighting that, like, how miserable this makes you. Do you know how much money, Jordi, you're leaving on the table? You could have, like three puffer jackets if you got all your money back, and then say, look, you could actually just. Done. It's done. Money in your bank account. Wasn't that easy. Now you could go and do whatever you want. You can complain. You can watch tv, you can watch reels. That's the answer. More time to complain. The funny thing is, is it feels like what the personal agents have, really, the thing that people are super fixated on is the saving money, canceling subscriptions and stuff like that. And the concern I have there is, like, we've had a bunch of businesses like that that will even call. Like, I think true bill. Rocket money would call. Yeah. Is now rocket money. They would call. They would have people that would. A human in the loop that would call and just cancel subscriptions for you, or they would try to renegotiate the bill. And the problem is these are like. These are like billion dollar businesses which. Which is not going to fund the capex. Yeah, well, the. I mean, the whole cancellation. Auto cancellation thing drives me batty as a subscription proprietor. Sure. Like, we will get when these new ones come out. No, we will. No, no. It's actually. It's the opposite. We will have a wave of customer support issues, which is people contacting, saying, why am I not getting my email? And like, because you canceled your subscription. No, I didn't. And then they go back and look through their stupid little agent or whatever service went through and just canceled the recurring subscriptions. Or the worst one is it'll go through their email inbox and you you, you are required. Now technically we do send transactional email. Every email is customized. It's not a marketing email. But Google doesn't really care. We have to put in the header with the unsubscribe thing. So what does that mean? People go through and click unsubscribe. But what if you. What happens when you click that? Required to include unsubscribe? You will stop getting email. But your subscription was not canceled because those are completely. Yeah, it's two different things. And so another customer support issue for us. I'm not getting my emails. Why not? And then actually no, you set some dumb agent off on your inbox that canceled your thing. And now it's this whole rigmarole of you having to agree to these things to so we can legally let you back on the list because like there's actual federal laws around email lists. Big pain in the rear end. Never cancel strategy. Just don't do it. Bake that into the pre training. I mean I should be happy about it because they're like upset that like you know, this is actually, it's super. We actually end up building our whole. We build our whole email service that is actually amazing. We send like fully customized emails at like the rate of like 20,000 like a minute or something like that. Like more performant than any other service we have fully customized all these sorts of things. And the reason is the genesis of doing our own email was every email service out there is sending email people don't want. So everything around them is about overcoming the fact that people don't want to get the email that they're sending. And like I'm actually sending people email people do want. And it's really interesting. It just completely changes the problems and issues and features that you need to build. We need custom silicon. I want 20,000 emails. Millisecond. That's the future. Thank you sir.

I want to talk about another dynamic with EAs personal agents, whatever form factor. So right now you're talking about executive assistants. I'm talking about real life executives, not something that. Yeah, yeah, yeah. I don't want to get into that. I'm not trying to turn this into a freak show. Yeah, but that's the reason I didn't want to come on last week. Last week was the doom week. No. So something that actual executive assistants have done for a long time is coordinate with other people that have executive assistance and say, like, hey, our, our. Our bosses want to do this thing. Let's figure out the right time to do it. And that workflow is like, amazing because you're letting it is a game of telephone, but it often ends up being more efficient because there's sort of complicated lives on either side. Now we're applying that to personal agents. Software where instinct, and I'm sure Muse will roll this out, has these sort of like, trusted networks products where instead of texting your buddy, hey, do you want to go see a movie or do you want to have a beer? Your. Your personal agent reaches out to their personal agent, says, hey, do you want to have a beer? Do you want to go see this basketball game? And they sort of like, coordinate. And I'm trying to square the two things because on one side, when it's, when software is doing it, it still feel. It feels like silly. And yet in my real life, it's just like this amazing experience. It takes so much off my plate and it's so much better. Yeah. So do you think it's going to translate or is there some, like, disconnect there? This is hard for me to answer. Like, I have no intention of. Now, even now we have like, personal assistants that take care of your digital stuff and check your email. I am not getting rid of the assistant that I've had for a decade. And there's, and I think the real challenge with AI in general, by my personal what is AGI rule is AI that actually learns. And right now, what makes these agents possible is this, like, facsimile of learning where they're just writing stuff down all the time. And that has lots of challenges. Like, it's been super interesting trying to, like, develop this version of the bot that I'm using internally because, like, you worry way more about, like, context management and way more about, like, actual, like, data structures and what stuff to dispose of and what stuff to keep track of and all these sorts of things. And it's a, it's just A real challenging problem that is based on the fact that these models are frozen in a moment of time and everything is layered on top of them. Trying to sort of overcome that challenge. Given that, I'm going to stick with humans, I think for now. Now, the whole bit here, though, is if you didn't have a personal assistant, you now have this. And I think there's going to be a real learning process in figuring out how that's done. And this is going to be one of the big challenges. So I'm obviously out there, been out there frequently saying people don't care about being productive people they employ, employers care about their employees being productive. Once you're off the job, you just want to go home and watch TikTok or whatever. It might be the way to frame this, and this is going to be the challenge for Meta, I think with Muse and anyone else in this space is we're not helping you be more productive, we're helping you get rid of annoying crap in your life like that. It needs to be framed more as a pain relief as opposed to this aspirational. I'm going to be so productive and get things done. That's number one, I think there's a messaging problem. But number two, the way I think this is going to land is through like Instagram reels or through TikTok, is people like actually showing stuff they do and people say, oh, that's amazing, that would make my life so much easier. And it really is a show not tell sort of technology. And it's kind of interesting because the meta's been very, I think, arguably to their detriment, very disciplined about not putting their thumb, I think, on the feed, by and large, like. But if ever they were going to, like, if you ought to know, is this actually really what they see as their future? If your reels start having a lot of wow, this is amazing what you could do with views sort of thing. Well, they know they, they have done that with the meta ray ban. So they were massively. That's ad inventory. That's not. No, no, no, no. I'm talking about the creators likely to show. Creators that say that make the content with the meta ray band. I didn't know that. Actually. They serve. They serve. Yeah. If you film in the meta ray bans and it's like a POV video, people do like prank videos with them. Those are just funny. Yeah, some of them are funny in their own keep. Some of them are funny. But. But it, but it very clearly was like an engagement hack where like, if you would film it. Sure. With the meta ray bans, like, you were going to get more reach. Yeah. And people have speculated about this. Whereas, like, if you edit it in edits, their version of Cap Cut, you get more reach. But that's always been debated. No, you do get higher quality. That's. That's a hack. One of the ways. Oh, it's not like, compressed as much or whatever. Oh, it's less compressed. And so that might be because it's transferring. So it's like one step away. Interesting interest. So there's a bunch of different things. I mean, their advantage here is enormous. Enormous. Can we do Shopify vs Amazon?

That the founder had been born in New Zealand. Anyways. Well, on a related note, there's some data that might be bullish for the supercar hypercar market here. Toy sales among adult only households have outpaced households with children for toy sales growing 16% through June. So when I think of adults buying toys, I think about Myers Manx, I think about dune buggies, I think about dirt bikes, I think about supercars, boats, yachts, wakeboarding. These are the toys that adults buy. And it's not surprising to me that there is a trend among adults buying toys. I mean, these are just fun toys. And so it's the fact that it grew 16% in June sign that adults are having fun, they're buying toys and bullish for the supercar community. Right. Don't you think, judging by the picture here, you might be, might be inclined. Wait, they're talking about like children's toys. Interesting. Yeah, I think that's a little bit more nuanced. I would go for, you know, gaming rigs, racing simulators. These are the toys that adults should be buying, I think, I think that's. I did, I did. I was a teenager when I realized that the LEGO Ferrari that I had built years, you know, probably when I was like 10, had a market value, like shocked. Oh, the LEGO did? Yeah. Because I had some Lego, like really complicated LEGO Ferrari that I probably built when I was around 10. Yeah. And then as a teenager, I'm, you know, cash strapped teenager. I was like, wait, so someone will give me $100 for this? That's crazy. Sold it. Of course, I'm not super sentimental about that kind of thing, but I think that trend has just been building and now there's people that just buy every new LEGO that's released and just sit on it. I saw, I was looking with my son at an old LEGO set that I played with as a kid and I was like, I can actually go and buy the exact same LEGO set and share that with him. Because I thought that one was really cool. But it has gone way up in. I should have just held onto it because it's like 100 bucks now. Yeah. So I built a Ferrari Lego as well when I was younger. Probably not as complicated, probably less complicated, but I remember being like, oh, this is like a sick Ferrari. Like, maybe one day I'll get a real one. And then I finally got older, learned more about it. I was like, it's an F40. So it's like, I'm probably never getting one of these, but maybe, maybe I don't know what F4. You never know. Derek Thompson says today's adults increasingly behave like the children they never have. Feels like a rude thing to say about people. And yet toy sales among adult only households have now outpaced households with children for toy sales. That is so crazy and black pilling and sad. And it's over. It is so over. I don't know. You know, you're literally me, you're doing the literally me thing. I think, I think one, I think one factor here is like children in my experience don't care about the cost of a toy. Yeah. And so a five dollar toy will bring just as much joy to a child as the five hundred dollar toy. So the adults are like, I have to get the $5. I think it's like for every toy that a parent buys their child, it could be like a dollar. Yeah, five dollars. Yeah. Ten dollars. Five dollars. So I went, I went toy shopping with my son and, and, and we, and he finds this like Hot Wheels thing. And it's like a book that has like some Hot Wheels inside and stuff. And it has like the craziest, most electric. Look at this, look at this comment from Winsome. I never had a quote unquote LEGO set. I just had assorted LEGO bricks. I used to fill the bath with water and make oil rigs, which used to annoy my mom. This guy was in the oil rig. Hit the oil rig. Hit the oil rig. No, on that point I, so I, I went to the store. My son finds this, this, this Hot Wheels thing that's like kind of structured like a book. And it has some Hot Wheels cars in there. But on the COVID of this like, box is like the craziest, most elaborate like loop de loop thing. And so he gets super excited about it. And I'm like, okay, I gotta like check this out. And it turns out that what you're actually buying is like a book with some stories. And then just like a big sheet of paper, like a poster that has that illustrated on it. And you can imagine the loop de loop and the actual track. And I was like, dude, let me clue you in this. This isn't the real thing. We can go get the real thing with the actual loop de loops and stuff. Like, let's find the real toy. And he's like, no, this is the one I want. This is what I want. I want. And I'm like, it's the power of my fine dad. But I'm like, this is gonna end poorly because he's gonna be dissatisfied when he actually opens it up, opens it up, he's like this is the greatest thing ever. He's like my imagination is running wild. I would never want the alternative. And so Your point is 100% accurate. Toys. The best toy company in the world, period. Yeah. Is this company Play Forever. Okay. Have you seen any of these things? No, no, no. They're the most well built kids toys in the world. So well built. Yeah. We should. Let's get the founder on. Where's Nick? They are Play Forever. They are absolutely incredible. Guest. Okay. Okay. Yeah, let's bring in our guest. As much as I want to keep talking about toys as an adult, I would rather have a surprise guest. 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.

Where the equilibrium solution is actually a more open web. We will see. We will see what is going on with McLaren. We gotta talk about McLaren before we get any further because they recently so brutal and there's a new logo. They went from an angled M that looked very fast, very bold logo and now it looks like Ms. Lahren. Yeah, it's interesting. They seem to be trying to reposition as a luxury brand versus a motorsports brand. When I think of McLaren, I think of fast, sporty cars, period. I think of racing. Racing F1. I love the old logo. I love the old. They've never made a mass market car. I love the old mark. It's one of those things you hate to be the guy that when a company rebrands you're like, ah, it's brutal because oftentimes you revisit it in six months and you're like, okay, it wasn't that bad. Yeah, it was good. But this feels like bad. But the business has not been performing right. The business has been in a rough spot. They don't have the, they don't have like the Cayenne that they can sell. They're doing an SUV that's. Well, yeah, it's coming but, but I'm saying like to date they don't have like a mid market car. No, I'm sure their URUS competitor will do well. But still part of what enables the URUS is like the Q5 and the Q3. Right. And the core selling economy. Yeah, can't forget about that. Still growing. So. So anyways, pretty brutal rebrand, but again, it's a tough one just because it was always like, I always just thought the brand, their brand was off the market. The steel man here is that they are taking a number of bets that seem to speak to interesting, potentially valuable pieces of the market. So you have the suv. The Urus is incredibly valuable, incredibly well selling. So that could just be a cash cow business for them. Then you have the mcl, their manual supercar and that could speak more to the enthusiast. Right. Because enthusiasts want manuals. Porsche has been delivering manuals. Ferrari is starting to put them back in and other brands are starting to get that memo that it's not enough to compete on speed. EVs have you beat there. They haven't gone full EV. I haven't seen a lot of McLaren signaling that they're going to remove the combustion engines. So that seems like they are positioned for the future. That's certainly a trend, is don't go full ev. Don't kill all the gas cars, and then they also have the W1. So they're staying in the hypercar world. And the W1 lineage, I think it clarifies what McLaren's been doing, because when they were doing the Senna and the Speedtail, there were just like too many special cars. And the problem was that you were like, okay, Senna, Speedtail, where do we sit? But F1, P1, W1, very clear lineage. You know, it's the best. You know, if it's that, it's going to be the craziest thing they have. And so if they can create some differentiation between the true hypercars that they create, the supercars that now come in manual, the SUV for the more everyday daily driver, you have the trappings of at least satisfying the demand that exists in the market. You do have to go create more demand. You got to win in F1. But. And the new mark's not coming out of nowhere. On the website, they say before McLaren became a mark recognized around the world, it was a family name painted above a service station in Remura, New Zealand. Those original letter forms inspired our new wordmark reimagined for a new era. So they're going back in time. McLaren was started by a guy from New Zealand, but it was started in the uk but the founder had been born in. In New Zealand. So anyways. Well, on a related note, there's some data that might be bullish for the supercar hypercar market here. Toy sales among adult only household.

It's going to have four thrusters back that are going to generate downforce that's going to let it go, like, really quick. Okay, so we're looking zero to 60, one and a half seconds. One second, something crazy like that. No. Point nine seconds. No. That'll be wild. Yeah. I have some inside info. I did, like, a little deep dive on quantum computing at one point, and it's in sale, and I was on a flight to Austin. I sat next to this guy who. I don't. I don't want to. Didn't have a screen protector. No, no, no, no. I just started talking to him. He was a straight. He was pretty, like, senior TESLA dude, and that's all I'll say about it. But he was like the goal. He was like the goal. He was a total bro. He was great and his. And he was just. The goal is to not kill the driver. Yeah. The G force needs to be tolerable.

People love shopping. Yeah, it blows me away. So tech companies are like, number one, let us book your flight for you. It's like, I've had a personal assistant for 10 years. He does not come within an inch of booking my flights for me. That is crazy talk. Once I have a private jet, he can book when my pilots show up and find me a private jet. Until then, I'm deciding which flight. I understand which ones are going to be delayed. I know which seat I want to be on like that. So the fact this is continually a demo is hilarious to me. Number two, people love shopping. They don't want to be productive. They want to be entertained. One of the biggest forms of entertainment is shopping. This is part of the whole, like fast fashion or like, or all those Chinese bread. Like, it's fun. Like, speaking of toys, my nice rack. You know what's part is the whole joy of it. Endless hours of research and figuring stuff out and then buying stuff. And then the package shows up and you're like. And like, if you buy unify stuff, they always charge shipping. So you have all this pressure because you're like, I want to make sure I get everything in the right order. Then you buy it. And literally the moment after you get the shipping notification, like, oh, I forgot to buy something else. And then you started the process all over again. And it's all torturous. But actually it's fun because that's kind of the whole point of this is we want to. Like, there's so much information on a product page. Like, companies have spent so much energy, like focusing on that. And you look at like, apparel as a category. It's like they're going to tell you what size the model is wearing. And you want to know that. And you want to look at the different, different styles. And the idea of having a personal agent that's like going and getting some of the information, bringing it back to you. And then you're like, well, what about this other? Like, tell me about this thing. No, this, like, you actually want to be on. Like, this is. This is my free relationship advice of the day. Just because someone's complaining doesn't mean they're unhappy. Like, like there's a bit like, oh, I have to go research this. I have to go do this. And I'm so busy. And you have your eager tech companies executive say, oh, I have an assistant that can do it for you. And it's like, no, not only do I want to do it, I want to complain about it. I'm enjoying myself. Complaining right now, okay, Would you just let me be and live my life? And that. So that's why I think there should be a mental reframing. Stop trying to make people's lives better and start highlighting to them. And this is Marketing 101. Marketing 101 is you create the perception of a problem in people's lives and you show how your solution or how your product is the solution to the problem. And instead of saying, people don't have a problem that I'm insufficiently productive, they have a problem that I have too many packages piling up or I'm not processing returns. And it's like just highlighting that how miserable this makes you. Do you know how much money, Jordy, you're leaving on the table? You could have, like, three puffer jackets if you got all your money back. And then. And then say, look, you could actually just. Done. It's done. Money in your bank account wasn't that easy. Now you could go and do whatever you want. You can complain. You can watch tv, you can watch reels. That's the answer. More time to complain.

Because we now have self driving. Like ask a Tesla owner, how much time is your car driving itself? It's like over 90% fully solved. And last year there were really fires, really bad fires where I lived. And it turned my commute from a one hour each way commute to a two hour a day commute. And we were starting or two hours each way. So four hours a day in the car out of nowhere. And so I was like, this is not really going to work if we're going to do. I'm spending four hours in traffic and three hours doing the show. And I'm also have, you know, young kids, all this stuff. So I got a driver. And the funny thing was everything that I loved about it was not actually the driving itself. It was having again, someone in the real world that could just do things. It was like the parking the car. When you get there, it was running in to grab food, run and pick this up. It was like dry cleaning. It was like, it was all that stuff. And so the funny thing is like again, we've solved the tasks. We've solved like the task, but not the job. But not the job, right? In that you really want the Waymo or the Tesla with the humanoid in it. Or again, the ability to close the loop and park or go run into the store and grab something or do things. And it's exactly the same as a personal agent's thing all over again.

Okay. But here's the little mini robot that I want so badly. Okay. I get. Everyone gets all this mail, right? And most of it is just total junk garbage ads. It's hard to actually ever stop the flow of junk. I just assume it's always going to come. But like 1 out of 10 things is mildly important and I want to basically. And what. I don't even want the physical copy. You're going to lose your house if you don't see it. Yeah. And I don't want the physical copy, but I want like some amount of information there that I can pass to someone else, you know, a part of a part, part of my life, whatever it is, an accountant or something like that. And I think that the mail process, the home mail processing robot where you just drop the mail and make a dishwasher for that. Yeah. It like slices everything open, it takes a picture and then it routes it to whoever needs the information. Or it just runs. It's like, it just is a mailbox. It just replaces your mailbox. You got a parking ticket. Great, I went and paid the parking ticket. Or like you have this bill from the local utility and they don't do online autopay. How has there not been an Iot mailbox company yet? Well, because you actually need a robot to like slice open the mail. It's like a little surgical center, this very simple robot. It's like, it's like, what's the. There's some like XKCD comic or something where like the person asked for this sounding like unbelievably difficult thing. It's like, oh, yeah, I can do that in five minutes. And then they ask for something very trivial. It's like, ah, that's gonna take two, two years in a team. Yeah. Yeah. I think that the mailbox bird identification, there's so many other things. Like I put it app in in the cloud and it's like, that'll be. That'll be like a day of engineering. It's like. And I need you to tell me which bird it is. And it's like, that will be 10 years machine. But here's the thing. So there's so many of these other use cases. There's like the, the mini Roomba that's just for the garage. But then it needs to be emptied. So you need another robot that will go and empty it. And then you need the robot that cleans the windows. And that one again is going to need some support. And so I think that, I think the end state is you have some type of humanoid that can just go and generally do human like things. But it's sort of maintaining a fleet of these other silly little robots that just have these sort of niche use cases like cleaning the windows. Or a lot of people will have like a pool cleaner robot that'll just kind of like, you know, trawl around in the pool. But then again you need to change the filter at some point and so these things end up not being maintained properly and then they don't get used to. And so there's a long way to go. But to me, all the exciting stuff is actually in the real world. It's so funny because I have ChatGPT connected to my email and sometimes it will suggest things that it can do that are useful, like, hey, review this and sign this. But yesterday I logged in and the only suggestion was it was trying to set up a loop to give me one way I can improve my surfing each week. And it was totally validating your thing, which is like, consumers just want to be entertained, right? And so it's like trying to do something where it's like, well, I'm sort of passively. That's like probably 20% of my mental energy is going towards already going. And I like doing that. I don't need you to try to automate that. Yeah.

Web. But at the same time it is just fun to watch the battleships go off to war and see how it pencils out. Because there is a scenario where the equilibrium solution is actually a more open web. We will see, we will see what is going on with McLaren. We got to talk about McLaren before we get any further because they really so brutal. And there's a new logo. They went from an angled M that looked very fast, very bold logo and now it looks like Ms. Laren. Yeah, it's interesting. They seem to be trying to reposition as a luxury brand versus a motorsports brand. Like when I think of McLaren, I think of like fast, sporty cars, period. I think of racing, racing F1. I love, I love the old logo. I love the old. They've never made like a mass market car. I love the old Mark I. It's one of those things you hate to be the guy that when a brand, when a company rebrands, you're like, ah, it's brutal because oftentimes you revisit it in six months and you're like okay, it wasn't that bad. Yeah, it was good. But this feels like bad and, but the business has not been performing right. The business has been in, in a rough spot. They don't have the, they don't have like the Cayenne that they can sell. They're doing an suv that's cool, it's coming. But, but I'm saying like to date they don't have like a mid market car. No, I'm sure their URUS competitor will do well. But still part of what enables the Urus is like the Q5 and the Q3. Right. And the core selling economy. Yeah, can't forget about that. Still growing. So. So anyways, pretty, pretty brutal rebrand. But, but again it's a. Yeah, it's a tough one just because it was always like, I always just thought the brand, the steel, their brand was off the steel. Man. Here is that, is that they are taking a number of bets that seem to speak to interesting, potentially valuable pieces of the market. So you have the suv. The Urus is incredibly, incredibly well selling. So that could just be a cash cow business for them. Then you have the mcl, their manual supercar and that could speak more to the enthusiast. Right. Because enthusiasts want manuals. Porsche has been delivering manuals. Ferrari is starting to put them back in and other brands are starting to like get that memo that it's not enough to compete on speed. EVs have you beat there, don't. They haven't gone full EV, I haven't seen a lot of McLaren signaling that they're going to remove the combustion engines. So that seems like the. They are positioned for the future. That's certainly a trend, is don't go full ev, don't kill all the gas cars. And then they also have the W1. So they're staying in the hypercar world. And the W1 lineage, I think it clarifies what McLaren's been doing, because when they were doing the Senna and the Speedtail, there were just like, too many special cars. And the problem was that you were like, okay, Senna, Speedtail, where do we sit? But F1, P1, W1, very clear lineage. You know, it's the best. You know, if it's that, it's going to be the craziest thing they have. And so if they can create some differentiation between the true hypercars that they create, the supercars that now come in manual, the SUV for the more everyday daily driver, you have the trappings of at least satisfying the demand that exists in the market. You do have to go create more. More demand. You got to win in F1. But. And the. And the new mark's not coming out of nowhere. On the website, they say before McLaren became a mark recognized around the world, it was a family name painted above a service station in Remura, New Zealand. Those original letter forms inspired our new wordmark reimagined for a new era. So they're going back in time. McLaren was started by a guy from New Zealand, but it was started in the uk but the founder had been born in New Zealand.

And, but the business has not been performing right. The business has been in, in a, in a rough spot. They don't have the, they don't have like the Cayenne that they can sell. They're doing an SUV that's. Well, it's coming. But, but I'm saying like to date they don't have like a mid market car. No, I'm sure their URUS competitor will do well. But still part of what enables the URUS is like the Q5 and the Q3. Right. And the core selling economy. Yeah, can't forget about that. Still growing. So, so anyways, pretty, pretty brutal rebrand. But, but again it's a. Yeah, it's a tough one just because it was always like, I always just thought the brand, the steel, their brand was off the steel, man. Here is that, is that they are taking a number of bets that seem to speak to interesting, potentially valuable pieces of the market. So you have the suv, the Urus is incredibly, incredibly well selling. So that could just be a cash cow business for them. Then you have the mcl, their manual supercar. And that could speak more to the enthusiast. Right. Because enthusiasts want manuals. Porsche has been delivering manuals, Ferrari is starting to put them back in and other brands are starting to get that memo that it's not enough to compete on speed EVs. Have you beat there? They haven't gone full EV. I haven't seen a lot of McLaren signaling that they're going to remove the combustion engines. So that seems like they are positioned for the future. That's certainly a trend. Is, is don't go full ev, don't kill all the gas cars. And then they also have the W1, so they're staying in the hypercar world. And the W1 lineage, I think it clarifies what McLaren's been doing because when they were doing the Senna and the Speedtail, there were just like too many special cars. And the problem was that you were like, okay, Senna Speedtail, where do we sit? But F1, P, P1, W1, very clear lineage. You know, it's the best, you know, if it's that, it's going to be the craziest thing they have. And so if they can create some differentiation between the true hypercars that they create, the supercars that now come in manual, the SUV for the more everyday daily driver, you have the trappings of at least satisfying the demand that exists in the market. You do have to go create more, more demand. You got to win in F1. But. And the and the new mark's not coming out of nowhere on the website. They say before McLaren became a mark recognized around the world, it was a family name painted above a service station in Remura, New Zealand. Those original letter forms inspired our new wordmark reimagined for a new era. So they're going back in time. McLaren was started by a guy from New Zealand, but it was started in the uk but the founder had been born in New Zealand anyways. Well, on a related note, there's some data that might be bullish for the supercar hypercar market here. Toy sales among adult only households have outpaced household.

The best toy company in the world, Period. Yeah. Is this company play forever? Okay. Have you seen any of these things? No, no, no. They're the most well built kids toys in the world. So well built.

Give away the account or something. I don't know. Anyway, what matters more, people or insects? Tough call, John. We should. We should get into maybe one side of it first. Steal me at it before we form an opinion. Okay. The human side. You want to steal me on the human side. Look, and I'll just. I'll just say that we're coming to you live. Yeah, we're coming to you. We had a rough morning with the. With the mosquitoes. We actually had. We had to doordash one of those bug bite treatment thing. The heat, whatever. I don't. What do you call them? Tyler? I think it's like Insect Bite healer. That's what it's listed as. It did work because I. Yes. Sebastian says I'm famously. Famously pro mosquito. Yes. But a mosquito did bite me on the face today and a bunch more times. So we ended up. I ended up capitulating and having to get one of these. But I don't like using these. I don't like using these. It's funny because I'm. I can't stand EAs and I think they're weird freaks and I don't think they should be anywhere near public policy or anything like that. But the one thing that I can agree on with Ben, this guy writing this post that. That insects are more important than humans is. I don't think anyone should. I don't think we should harm the insects. Right. I think humans are more important, but that doesn't mean we. You got to like take them all out. Yeah. Just go somewhere else. You would take sort of. You would be altruistic towards the insects. Ellie says mosquitoes are terrorists of the air. They really are. You want to be altruistic towards the mosquitoes. You want to be effective in your altruism when it comes to mosquitoes. You don't want to. No, I want them. I want them effectively to be nowhere near me. Ok. But I don't want to harm them. Okay. Okay. Well. But. But let's get into this. Let's get into the Bentham's Bulldog post. First, let me tell you about FIGMA agents. Meet the canvas. Your AI agents can now create and modify your FIGMA files with design system context. So an effector of effective altruist who writes under the name Bentham's Bulldog went viral over the weekend for an essay titled Insects Matter more than people in the Aggregate, arguing that the combined welfare of insects outweighs that of humanity. His basic argument is one of scale. Insects are so numerous that even if their capacity for Suffering is only a tiny fraction of ours. Their total suffering could still dwarf human suffering. It's almost just a thought experiment. There's so many other directions you could make. Why not go pound for pound? Maybe cows are the most important because there's a lot of cows and they weigh a lot. There's probably more aggregate pounds of cow than humans. Maybe they matter more than humans in the aggregate. Right? Or fur, like the amount of fur on all the monkeys in the world is more than all the fur on all the humans in the world. And so maybe monkeys matter more. I don't know. It's completely arbitrary where people draw these lines. But he estimates that for every second of human life, insects collectively spend roughly 270,000 thousand seconds dying about 75 hours. And notes that more insects die in a single second than the total number of humans who have ever lived. Wow, that's a crazy stat. I mean, the guy pulled some cool numbers together. This is interesting. This is fun fact territory. A large part of the essay turns on whether insects can experience pain. Bentham's Bulldog argues that they can, even weakly. If they can even weakly, their suffering should count morally, just as ours does. What species you are is just totally irrelevant to whether it's bad for you to feel terrible pain. Using what he describes as a conservative assumption that insects experience pain at just 1/10,000th the intensity that humans do, he concludes the sheer number of insects would still produce vastly more suffering in the aggregate. He ultimately argues that insects may experience more suffering in a single day than humans have throughout all history. Now, is there a piece on this where this is the view of this community with the relative, like, are they looking forward to how a world might interact with like a God like machine, super intelligence and humans? So the idea is like, we gotta stand up for the insects now because we are the insects of the future, so we want them to make the same calculus. I think that's certainly like where the thought experiment goes. Yeah, right. And so, and so the. This feels almost like bait or like a trap, where it's like, if you are the type of person that jumps on this and says. And says, no, I disagree, like, insects don't matter more than people in aggregate, then you're setting yourself up for like the dunk. That's okay, well, now there are a quadrillion super intelligences that can all feel pain in some abstract way, and so they're more valuable. And so now you're the insect. And so your previous argument can be used against you to advocate for your own Eradication. And so it's like, stand up for the insects now lest you be discarded in the. In the robotic future. Yeah, I don't know. The reactions to this were rough. People did not like this argument at all. Well, it's just the timing is funny because there's so much tension building around this sort of EA rationalist movements with which is super fractured. People don't realize how fractured. Yeah. But it's sort of boiling up to the sort of national level in a way that it hasn't before. Yeah. And so during the midst of that broader conversation to come in and being like, yeah, insects actually matter more than people. Yeah. In the aggregate, what were some of the reactions? Doomer said, if you truly believe that a bug's life is worth more than a human life, you will immediately feed yourself to bugs. Do it right now. If you don't do this, you are a fraud, a liar, a poser. Andre. Yeah, I think it's actually important for people to read the. Before you go and comment on this article, watch a bug's life. Oh yeah. At half speed. Half speed? Yeah, watch the whole movie at half speed. You're a movie guy. But I think we coexist. Maybe you're not a fan of watching movies at half speed. It's not really how the really a half speed guy, but half speed is a great sort of tool to have in the tool chest when you want to deeply comprehend 2x speed 3d glasses with the two different movies interlaced. So I can get one movie in one eye, another movie in the other eye. One audiobook here, one podcast here. Duo while I'm sleeping. Yeah, with the duo. Exactly. Max brain rot. No, I think this is an odd. I mean the fracturing of EA really leads to a really, really wide range of. Of outcomes that get sort of lumped together. Everything from the Pace, the Frontier essay to this. These are clearly very, very different pieces of communication and yet they get sort of lumped together. And it must be full employment if you're in the public relations department over there. Yeah. I was going to say I think the shrimp welfare stuff makes more sense to this because like I'm not really sure what like after reading this and say, I agree, like what do I. What are the next steps? Like we're not like really factory farming insects, maybe through pesticides or something. Speak for yourself, brother. Yeah, yeah. The shrimp. The shrimp. Well, got some big announcements coming soon. Like what percent of these, like 600 billion insect death. Insect deaths per second are preventable. Preventable, yeah. Where, like with the shrimp, you know, you can say, like, okay, change the farming practice or just don't eat the shrimp. Yeah. So I think that's why maybe this was less impactful. I don't know. Yeah, I mean, it's all, it's all a continuum to, like, until you get to, like, the veganism, like the animals who you can pet, you know, should, should be able to live full lives. This is sort of the most abstracted version of that, but. Yeah, I don't know. It's odd. Yeah, very, very. But I mean, I guess it's a good, good opportunity to go viral if you're looking for some. More importantly, update on tbps.

What matters more, people or insects? Tough call, John. We should. We should get into maybe one side of it first before we form an opinion. Okay. The human side. You want to steal, man. The human side. Look, and I'll just. I'll just say that we're coming to you live. Yeah, we're coming to you. We had a rough morning with the. With the mosquitoes. We actually had to. We had to. We had to. Doordash one of those bug bite treatment thing. The heat, whatever. What? I don't. What do you call them? Tyler? I think it's like insect bite healer. That's what it's listed as. It did work because I. Yes. Sebastian says I'm famously. Famously pro mosquito. Yes. But a mosquito did bite me on the face today and a bunch more times. So we ended up. I ended up capitulating and having to get one of these. But I don't like using these. I don't like using these. It's funny because I can't stand EAs and I think they're weird freaks and I don't think they should be anywhere near public policy or anything like that. But the one thing that I can agree on with Ben, this guy writing this post that insects are more important than humans is I don't think anyone should. I don't think we should harm the insects. Right. So I think humans are more important. But that doesn't mean you gotta like take them all out. Just go somewhere else. You. You. You would take sort of. You would be altruistic towards the. Towards the insects. Ellie says mosquitoes are terrorists of the air. They really are. You would. You would. You want to be altruistic towards the mosquitoes? You want to be effective in your altruism when it comes to mosquitoes? You don't want to. No, I want them. I want them effectively to be nowhere near me. Okay. But I don't want to harm them. Okay. Okay. Well. But. But let's get into this. Let's get into the Bentham's bulldog post. First. Let me tell you about FIGMA agents. Meet the canvas. Your AI agents can now create modify your FIGMA files with design system.

Data creating content or automating business workflows. Codex helps you move projects forward from start to finish. I've been having a lot of fun generating AI videos with Codex. Should we pull up your latest masterpiece? Yeah, the literally me compilation. It burns up the Internet and vibreals all of the time. But now if you see those literally me characters and you're like, I am Jake Gyllenhaal in Nightcrawler. I am. I forget who else is there? Patrick Bateman in American Psycho. You can put yourself in the movie. There's Inception. We got Jordy in there. That's Drive. I think that's Heat. Mad Men. Can we call him out? I think that's Fight Club. You got Joker. You got Taxi Driver. You got Nightcrawler. No country for Old Men. Social Network. Godfather. Back to Joker. I forget that one. Softshank. Maybe that one's collateral. Then Blade Runner. Blade Runner again, I think. Yeah. Some of these. Some of the renders are really, really good. That one, like, your face doesn't quite fit on Leo's head, but that one's really good. That one works pretty well. This one's a little awkward. The Joker. It's really just Joaquin Phoenix's face. Didn't actually swap you any. Codex was even like, it didn't. I was like, do it anyway. I don't care. It's fine. It's going to be on screen for two seconds. That one's good. John is really my human agent. He's sort of like an ambient, always on. Agent. That's what I'm saying. I don't have to tell you. You just predict my needs, right? You'll send me something like this. Everyone should have. Everyone should have a John in their life. Everyone should. But, yeah. Fun, fun. Powerful tool. Still got 500 bucks locked away in Higgs Field in the wrong section. Can't do anything with it. So just give away the account or something. I don't know. Anyway, what matters more, people or insects?

Entrance. First thing I do, bioweapon attack. This is what you got to do. Boom. Right there. It's not going in your mouth. You're good. Second step, pull out your gun. Boom, boom, boom, boom. Start blasting. Whoever's responsible, you just firing wildly. Once you got the situation a little stabilized, then we got to start. We got to figure out what's going on. So I go over to Tyler, and I say, look, we got to hack into the super intelligence. We got to figure out what is going on with this, with this bioweapon. And he's like, sure, yeah, let's hack into it. Like, I'll open up Codex. What do you want me to prompt? I'm like, no, the AI has gone rogue. We have to do this the old way. He's like, okay, I'll open. Claude, code. Like, what do you want me to prompt? I'm like, no, the old way. He's like, okay, I got cursor open. Like, what are we doing here? I'm like, no, Tyler, we have to go back to the old way. So, okay, I got GitHub copilot fired up. I'm like, no, Tyler, you can't use any AI at all. He's like, okay, just let me know what code you want to write, and I'll look it up on stack overflow. And I'm like, no, the Internet has been contaminated, Tyler. We can't use anything. We have to code the old way. We have to do it by hand. And Tyler's like, I can't. I don't remember. We don't know how. I don't remember anything. I can't write any code. So what do we do next? We gotta get George Hotz. He's the only one who can help in this scenario. So we go. Cause he's the only one that remembers how to code. He remembers how to code. He's got local models stored. He's got his own hardware. So we go get George Hotz. And then we're like, okay, George, hack into the superintelligence. Tell us what's going on with this bioweapon and why aren't we affected? Like, we've been walking around. We seem to be fine. Everyone else is turning into a zombie. What's going on? So he locks in, he writes some code, he hacks in, figures it out. He says, jordy, tell me about your diet. And you're like, well, I just eat at Erewhon exclusively. He's like, yeah, my analysis shows that your body has never had a toxin in it. And so you are immune to the bioweapon. It doesn't affect you at all. I'm like, but how do you explain me? I only eat Erewhon once a day. He's like, well, John, my analysis indicates that you might have had the original Four Loko. Did you drink the original Four Loko in large quantities? And I was like, yeah. I was daily driving in college. Why? Your body consumes so much original Four Loko, it's now essentially pure toxins. So the bioweapon sees it as a hostile environment. It doesn't even try to infect you, so you are immune. So we're both immune. But the bioweapon is still wreaking havoc on America. So we gotta get to the bottom of it. So we're gonna need some muscle. So we go get Sam Sulek. So we go get Sam Sulek and we're like, let's go. We gotta go to the data center. We gotta break in, shut this thing down. That's the only option. So we get in the Cadillac, blackwing, we jump it off a ramp, slam into the data center, pull out the gun, start blasting the GPUs. We're just firing everywhere. Finally, finally, after we've shot 90% of the data center, it's just bullets everywhere. Finally, a humanoid robot emerges. It's Mecha Hitler. We gotta fight him. We gotta fight him. We're shooting, we're shooting. The bullets are just bouncing right off. They're. They're just bouncing right off. We're getting beat up. We're trying to fist fight it. Sam Sulek's doing nothing. It's not working. And then at the last second, John Cena breaks through the roof, slams down, the humanoid robot rips his head off, and humanity wins. So that's kind of like a concrete example of how AI Doom. How a runaway rogue. Just one scenario. That's one possible scenario everyone's asking for. I put it at 10%. That's the way it plays out. Yeah. That's kind of where I'm at right now. Yeah. That's how I'm thinking about it. Yeah. 10%. If we don't do anything. Yeah. Around safety. Well, we. That's what we'd have to do. We'd have to. Well, that's like this. If the bioweapon comes. Yeah. Cover up and eat a lot of Erewhon and drink a lot of Original Four Loca. Round of applause. I didn't know that was coming, and I didn't know where it was going. I'm just trying to, like, think more concretely about. About how these things will play out. And be prepared. You gotta. You gotta be prepared for what? For what happens. You also have to get on console.com. console builds AI agents that automate 70% of it. HR Enterprise.