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So like we. We don't want that. So. Yeah, yeah, it's a dance. But I think it's. It's important. What's stopping you guys from having one and a half billion monthly actives right now? You have one and a half million? Yeah, it's a great question. I think the. I think we just need more sports, more content, more sports. Start creating more sports. Just more data within the product. Also live events in general. Yeah, most. I mean, if we want to go for like the billion users, say we could have every like live show, Bachelor from the Bachelor to like. Oh, that's interesting. Yeah. Take data. I mean you can talk about what you said. Yeah. The original idea came from. So my now wife and I, we built like a fantasy Bachelor app where we would sit and type in everything that was happening. Every kiss, every hug. And we had like. We built it. It was just us too. We built like, we had like. Yeah, we had like 50,000 locking in for the Bachelor. 50, 50 weekly users for every kiss and every hug. So I watched. We watched four years. So you're sitting there like ris them up four years and we had to be on live because if we weren't on live, people would just be like, yeah, where's the data? But the most used screen of the app was the live feed. Yeah. Of course. With people commenting and watching as their second screen. And of course like John at the time was building his like incredible social media properties and I knew what he could do and like it was just like a perfect mix with play by play in sports and like this live feed concept. So that's kind of him not having to type in the data. Yeah. Not having to type it in. Even though some of these third party providers aren't. Yes. But you look at like politics, there's tons of like. Yeah. Even holidays markets. Yeah. Especially around like the elections. It's like, would be cool in theory. We don't want to go down that path before we dominate. I think sports. Yeah. Still like a 10x with what we have. People do ask for elections. Like. Sure. And it's kind of does. It is has similar feel to like a prediction market with like the. Yeah. Everyone's watched like the election map populate and go red blue over the night. And that's sort of like a similar visualization for sure. We are a daily use product though. Okay. And I love talking about like monthly actives, but we peaked at like 1.1 million daily. Yeah, it's really good. Yeah. Dominant is like 70% at its peak. Like during moments, you would think people would be watching. Sure. But they're almost like people want to also see because a lot of the people watch alone. Like, like just at home or whatever. They just throw it out that community or that second screen. Like during the Bam out of biogame, we had like 200,000 concurrent people like tracking his like every point. Yeah. Towards his 83 points. Yeah. So we see like during big moments like that or even just like the NBA Finals or the super bowl, we have like very concurrent usage. Like high concurrent usage. Yeah. Just like figuring out how to make that more engaging and then also more fun with your friends, I think is a big growth unlock for us. And all the, all the betting and prediction market market companies must be so pissed off that they don't have this product because it's like actually like all they care about is user acquisition and figuring out how to get engagement and deep usage. And you guys feel like you built something that's going to be very hard to actually replicate but would be very valuable to them. Yeah.

It's been too long. It has been too long. Let's start with the latest and greatest in your world, in a firm. And then, as always, I have so many questions about how you're running the company, what you're seeing, what's working managerially on the new technology on adoption side. But first, what's the biggest news in a firm world? Today's news, we are available in the UK on Amazon. That's a massive announcement. Huge. Not everyone can get an Amazon deal done these days. Congratulations. Do you have to go straight to the top? Are you negotiating with Jassy? Amazon does feel like a company that might build this themselves. Like, what is your pitch to a big company with a lot of engineers and they have AI tooling? What do you bring to the table when you're partnering with another company at that scale? It's a huge company, but it doesn't hurt that we've been partners for quite some time in the U.S. and so we're, we're definitely no strangers to working with the Amazon engineering team. They're excellent. They're very capable of building things. We are a specialist. We know what we're doing in things like underwriting. We have extraordinarily diverse capital markets program that allows us to fund the loans that we, we do for, for them and for all of our other merchants. And so I think every company that's not a financial service specialist at some point or another flirts with the idea of like, hey, maybe we should do this ourselves. And if they're not serious about it, then sometimes stick with it. If they're very serious about it and they're oservice scale, they usually say, wait a second, we should partner with the very best. And you know, I'm obviously biased, but I think we've demonstrated that we're pretty great. So this is a great continuation of the relationship we've built with them over the years. Keep and UK is certainly super important market for us. We're very excited to be there also. We came there a little while ago with Shopify, but been meaning to expand the relationship and are excited to be live with Costco and now with Amazon and many others. Having already worked with Amazon for so many years, I imagine that the hurdle to rolling this out is not technical, it's not the actual integration they probably have Great team. You have a great team in place. Where are you seeing technical challenges emerge? Where are you seeing acceleration in your ability to deliver a better product? Is it on the underwriting side? Is AI helping there or Is it on productization, conversion, all the downstream customer service? Like there's so much in the business. What's really moving the needle for you? It's like you read our press releases. So I'll answer a bunch of. There's actually a lot of really cool stuff in the question you just posed the thing that I was referring to. Press release. So we just announced, we launched an entire new family of underwriting models. And this has been a long, long time coming. So we are a biopylator specialist, financial services specialist. We've been underwriting, building underwriting models for 15 years with umpteen petabytes of data that we train on. So we've been an MLAI specialist for a very long time. But up until recently we primarily stuck to tree based models. They're deterministic, they're easier to audit, they're easier to explain to regulators. We have to do every year. And so all of that has been kind of the stronghold of a firm. And about 3ish years ago we said this attention idea that you see in LLMs in the transformer architecture is really compelling because it just opens up new ways of capturing complex patterns in a way that humans actually cannot. And fundamentally improving underwriting models for things like underwriting is expressing patterns you see in behaviors over and over again in a way that can be reused across multiple humans. And so we started an internal research project into using attention based modeling to understand behaviors to surface these patterns, all in the service of underwriting people that are figuring out a little bit more about them. And so about a year ago we had something we thought was really compelling and we've been testing it quite obsessively. We're finally live as of a few days ago with a full suite of these attention driven models that outperform our own gradient boosted tree based models. And the way, I mean, just to give you a sense of just how compelling this breakthrough is, so every quarter we launch a minor addition of the model. Every year or so we launch a brand new approach to the core model, all using these tree based architectures. We measure the improvement in and that's what we report to ourselves and our shareholders on the improvement for this new, we call it arc, the code name for the architecture. The ARC based model outperformed the next planned improvement by a factor of two. I don't remember the last time I've seen a factor of two implementation improvement. So it's just very hard to overstate how compelling this is. And so this is, I'm very, very proud of the team. And this was a very, very large scale project that was just unbelievably successful. That's awesome.

Us about the company. Yeah, my name is Louis Antonelli. I'm John Antonelli. We're brothers. If you haven't. There we go. But yeah, we're so we started Real six years ago. It's a score stat tracking app. It's very social, engaging, and it caters towards those fantasy players better. Just avid fans that want to know what's happening in sports. Is it the ultimate second screen experience? Is that the trend? Or is this actually like a third screen now? How do you, how do you think about this? Yeah, I think it's the ultimate second screen and then, I mean, it's the penultimate first screen. So when you're not watching the game, it's the fastest way to know what's happening in sports. Okay. We started like when we started live data was kind of play by play. Data was kind of this concept that was kind of shoved on a fifth tab on espn. You have to like, tab over to the play by play. You'd have to look at like really tiny Excel looking rows of data to try to find those small numbers and see, you know, what's happening. So we wanted to bring engagement, you know, comments, reactions, a bunch of community around the data and then the latency, too. At the time, with gambling companies, like, low latency data is super important. Sure. So we brought that more from a media perspective to, you know, show people, you know, bring people that knowledge in real time about what's happening.

Naughty, naughty, as they say. Anyway, very, very cool. Yeah. Mike Bird says total cultural victory. Man has yet to create an ideology that can compete with short form video based social media scrolling. Ahmed Al Shara spotted scrolling and sending Instagram reels during UN General assembly with the translator headphone on. He's scrolling. Hey, you know, you gotta keep those, you gotta keep those group chats going. You gotta keep the content flowing. You don't wanna be falling off. He might be sending him to other world leaders. He might be recontextualizing what's happening at the UN with a funny reel. Like he might. The person might be talking about some peace plan and he might be sharing some hilarious Instagram reel that makes fun of that to let his friends know that he's not buying it. Something like that. He also could be just. His feed could be so dialed into just local political content. He could be mainlining public opinion and trying to understand what's important to voters heading into the next election. Yeah, you know. Yeah, yeah. There's one more Claude post I want to. I want to show the GIF animated in Python and rendered in blender. And at this point, you know, I posted that AI video of you and people were asking like, what was the workflow? And I was like, you just ask it to do exactly what you want it to.

About another electric vehicle, another international electric vehicle, the Geely EV that can charge under five minutes. Is this fast enough? How long does it take to get gas? 2 minutes, 4 minutes? 5 minutes? This feels like maybe a tipping point where people will be more likely to adopt this. It does make me wonder about the roadster. Is that going to be a new. Will they roll out a new charging technology that allows them to charge faster? They've been sort of. Tesla has not moved fast into the like, sort of wireless charging. The actual Porsche, the Cayenne ev, does wireless charging. You just put a mat down on your garage floor, drive over it, and then it charges. That seems like a no brainer. I'm surprised that Tesla hasn't done that, especially since they were working on that crazy robotic snake arm. Yeah, well, I'm hoping that roadster will just send the battery out the side. Oh, you want battery with rocket engines? Okay, but we'll see. But yeah, it's an interesting trade right now. You know, charging at these charging stations can cost, you know, in the tens of dollars. It takes quite a bit longer than gas, obviously, so dropping that down, I think is going to be pretty key. Well, Nikita, beer is. Oh, do we have our next guest? It's red, so.

Should we watch the trailer? The official trailer? Let's do it. Where you can see everything. We watched the preview clip. Now we get the full trailer. And I want you to pay attention to the quotes because the reviewers were floored by this movie. I've never seen quotes like this on a movie. I know. It's crazy. People really, really enjoyed this triple glaze. Yeah, Seriously. While they pull that up, let me tell you about public.com investing. For those who take it seriously, they got stocks, options, bonds, crypto treasuries, and more with great customer service. I feel you did nothing wrong. I did not. So where did things get lost? Like, how are you where you are right now? I wish I knew. I don't know. I don't feel like I understand that. So I know you guys invited me to stay here. Does any part of you worry about me being here 24 7? I don't think so. Okay, so pause. What if I see 24 7, he's actually, I think, living there. Living with Elizabeth Holmes. Yeah. And it's crazy because only Nathan Fielder would even think to throw out an idea of. Hey, would you mind if I. I moved into your house before you go to prison and documented the entire process because you would think that there would be no circumstances where that would be a good idea. I think it's just pure upside. There's very little downside to doing this. I mean, you're going to prison. Like, worst case, you look worse, but you're in prison. Either way, the only way you can go is up and actually endear some people to you, which is the attempt. We'll see how it lands. Let's keep watching. And it makes you look bad. I think this is the moment in time. No other film I've ever experienced this story before. I'm gone. I fell in love in that first conversation. Before or after she revealed she was the founder of Theranos? Probably before. I mean, weren't you worried she was sort of scamming you? 100%. But what did she have to gain from me? Well, isn't your family rich? Yeah. I think that there's, like, a lot of different levels of wealth. Come jump in with me. You're asking me to go? Yeah. You've never. What is this for? Why are they doing a 3D scan? That's just something Nathan would do. Do you mind if we did a weird feeling scan of your body? I saw that. I was like, this has nothing to do with Theranos or going to prison. No, you don'. I may Think about this movie for the rest of my life. That is a crazy quote. Be okay with it. Feels like there's going to be some twist or something. Something very interesting. But I'm. I'm hoping. No, I think the. I think the whole thing is going to make the viewer feel like they're in a really bad acid trip. Like all these scenes. Yeah. The pauses, the silence, the way the lighting, the sort of sense of impending, like, doom. Right. Because she's going to. She's about to go to prison. Yeah. The kids, you know, being present in these scenes. Like, the whole thing is just like, incredibly dark and weird. I feel like it has to break expectations in some way because the average viewer is going to sit down and believe that she is guilty and that she lied and is like a sociopath. Because, like, that's sort of her brand. Right. Is that like she never admitted any guilt and was guilty in the John Kerry retelling of the story and obviously the court findings. And so for it to be like that, I feel like there has to be some twist or something. I don't know. I would be shocked if it's just like. Yep. Like, she defrauded investors and didn't really build a good blood testing device and now she's in jail. Like, the end. Like, would that be. Would that be. I don't think it would get those quotes. I don't think it would get those quotes. So I feel like there's gonna be something crazy that happens. Some like, complete twist. Like maybe she's innocent or something. Or maybe she's like, I don't know, guilty of something else. The question is, how does the. Who's the guy that she would call Tiger? Oh, yeah, I actually don't know. Yeah, yeah. Like, because there has. During the, during the court case, there was a question about his responsibility. Should he bear more of the responsibility? And so. But he doesn't seem to be in the trailer, so I don't know. Because one weird, like, twist would be if you came away being like, that guy's more responsible than I thought, you know? But anyway, let me tell you about figma Agents. Meet the canvas. Your AI agents can now create and modify.

Little bit for a little jump, but we'll see. We're counting it down. Well, in other EV news, Road to Christmas, Road to Roadster, but we're still keeping an eye on it. Saudi Arabia is aiming to disrupt the auto industry with these radical EVs. They're wedges. They have a brand called Cer Exobot. It's coming as a sedan and an SUV. It looks like sort of a futuristic like Lamborghini. Yeah, there's a little bit of Huracan wedge in there. A little cybertruck in there is that this is Saudi Arabia's first true production car brand. So there's such a hard trade off between. The wedge looks great, but it's a terrible use of space. The optimal use of space is like the new Waymo vehicle, which is basically just a box or like a bus. You just care about utility now. I'm just saying it's a trade off. Like the more wedgie you get, the less utilitarian the vehicle space is. Of course, you need to have this one. Looks like somebody broke up with the new generation of Prius. Yeah, now they've leveled up again. That was the original read on. The Prius is like, who hurt you? You know, because the new Prius is looking pretty. Pretty stanced. Yeah, it is. It is. It's a level up. Yeah, but this is a level up. Is it the Prime Prius? Prime looks pretty cool. Good. Yeah. They've done a good job anyways. 850 horsepower, tri motor, electric powertrain. This thing looks insane. It does look insane. It, it. I wonder where they'll hit in terms of price. That'll be. That'll be interesting to see. I mean, it's cool. Saudi Arabia, obviously known for, you know, pretty outrageous car culture in many places. What if I could. What if I. What if they could make this the performance of the luce at only 60% of the cost. Still hundreds of thousands of dollars. Hopefully not that, but will be interesting. Yeah. I have no idea where they would price this because it could be sort of like a national treasure. A point of pride. It could come in at a very high price. At the same time, EV is a tough sell when you're in the six figures. Should we watch the trailer, the official trailer? Let's do it where you can see everything. We watched the preview clip. Now we get the full trailer and I want you to pay attention.

There's so much more demand for computes than availability right now and across the board. So I think what we've seen this right now and by the way, as a semiconductor company, I'll tell you this supply chain, it's operating at 100% capacity, everything is short because there's so much more demand than the availability of compute. Now the second part is the way we see it and we'll change just entering the data center, but we kind of see that also on devices at the edge. The data center is going to have to evolve and it's already on its way to do that into a telegenous compute. You have different engines to different things. CPUs are going to be very important for orchestrator and agents and CPU demand will continue to rise. And that's also true on the other side of data center phones. As those agents get deployed on devices, they have a lot of CPU demand, but you're going to have different engines for different things. For example, for inference we see there's engine now for prefill, engine for decode, decode, attention and so forth.