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It's insane. You know, I imagine you've at this point honed the elevator pitch, but just for anyone who is not familiar with Jev and the product and the value, how are you breaking it down for people these days? Oh, I have not honed the elevator pitch. I will try, I will try. People just tolerate my overly intense teching. Sure. But I would say the simple version is make AI actually fucking useful for automation. I hope I can curse, but I think under promise, over deliver, over promise, under deliver has been a major issue, major issue for years and it's been like automating almost nothing. And I think people are like super fucking frustrated with that. Okay, I saw, I saw people like there are trade offs. When you go for speed and reliability and you want to over deliver, what are you giving up? What can Jeff not do? When is it not the right tool for the job? Oh, there's a couple of dimensions for that. One of them is it doesn't generate strings. So like it will not write code for you and it will not address the largest market for LLMs right now, which is coding agents. I think that that's perfect because actually what I want to do is like not the superhuman math, but the really boring automation. You know, like, why can't like simple data entry be solved? And accounting and customer service? Sure. Another trade off is it's not, it doesn't do what we call System 2 thinking, like mathematical reasoning. It's really focused on instinctive judgment. Okay, so then instinctive judgment can be subjective. One company can have a policy, they want to automate their accounting workflows one way they have a definition for what is GAAP profit. The other one has a different one. So how much like one shot or like preloading into like a context window is happening versus like talking to you doing, doing some fine tuning. What terminology actually does carry over from what we know and what is entirely new. So I would say the former is the most accurate thing, but the real thing that's happening is this logic actually would go in code. So LLMs don't play nicely with code due to a lot of properties about LLMs and the logic you're describing should happen in code instead of in the system message. The classic example of this is LLM does something bad and the way to prevent it is say, pretty please don't do that in the system message on top. And you just have to pray it doesn't get context rotted out of it and it keeps on listening. Yeah, a lot of these things you're sort of, like, begging for JSON, begging for it to be structured the right way. And it's not guaranteed to be that way. It might be that way very reliably, and people have worked around that. But it's not 100% right. Exactly. And we are not 100% either. That would be like, crazy to guarantee intelligence. But what we try to do is we try to encourage the best practice and we try to be calibrated. So this is another problem with AI. Like, it could might be able to be like, Einstein 95% of the time, but Mr. Bean the other 5% of the time. But if it doesn't tell you if it's in, like, Einstein or Mr. Bean mode, like, how are you going to automate anything? Right? But like, calibration. It's just a funny reference, but I love it. It's really funny. Thank you. Yeah. Einstein shotted Salesforce, Mr. Bean, AI, we need that as well. So. Yeah. Where. So I mean, you mentioned, like, the servers are on fire. Are you compute constrained in the same way? Are you looking for, like, large, like, GPU clusters and systems? Or does some of the. Are some of the knockout effects of, like, the speed of the system that I've seen on display? Can it also run on, like, more commodity hardware?

What is driving top line growth for you these days? Are there specific channels? Is there anything like secular trend going on in the market? What's actually working in terms of just overall as obvious and stupid as it sounds. But AI agents for us is obviously the main core topic. We see a lot of large sophisticated accounts come in. We had a guy come in who was with UBS Wealth Management, fired his wealth management team, moved $50 million.5 0 into a public account and now has AI agents managing his portfolio mostly basically doing like covered calls and generating income on the back of that. And those are things that we see happen every single day. And it's interesting to see how kind of that first cohort that actually sees the most use in it in the agents and public have been very sophisticated wealthy people that have these like complexities and have these idea for these like specific strategies that they want to execute on and so on. Well, and it typically because they were historically paying management fees to get those capabilities and then they're realizing like, hey, this is basically like software code that I'm paying for and capabilities just like the actual execution of the strategy. And so if you have an AI agent that can do that for you on an repeat basis. Yeah, yeah, you can. Exactly like Texas harvesting is another great example. Like we have people who basically just do portfolio wide textiles harvesting using an agent. Sure, yeah. And it's a very simple strategy that you know, people want to, want to, want to put in their portfolio. But again, Texas harvesting makes most sense if you have a sizable portfolio where the tax losses actually make a difference in your life. And so again it kind of applies more to people who are, you know, who have a decent account size and you know, some sophistication. Yeah, yeah, that makes a ton of sense. Well, congratulations on the launch and the progress. Thank you so much for coming on the show. Great. I actually have only one ad read left for the show and it's none other than public. I'm not making this up. Investing for those who take it seriously. We got stocks, options, bonds, crypto, treasuries and more with great customer service. Thanks for hopping on the show. Fantastic. Great to see you. Excited to hang soon.

They can predict, but talk more about the decision not to do sports markets because it's one of those things like this feels like entirely like a principled decision, staying true to the mission of the company. Because even though you guys feel might feel a certain way about sports markets, I'm sure you have hundreds of thousands of users that actually would like you to have them and would use them if you offered them, but it doesn't feel like you think that's in their long term best interest. Yeah, I would say it's always important that you know who you're designing for and you might have other customers as well and you might acquire those customers. But I think it's very important to know who you're designing for. And for us, we're designing for almost like the top quartile in the U.S. right. Like people that have money left over at the end of the month they can put into the markets. We handle people's life savings. And so these are folks that take their investing seriously and they truly manage their all encompassing portfolios and retirement funds and all that in a public account. And so with that there's a certain seriousness that comes with it. And I would argue that things like sports entertainment contracts is more like entertainment finance. Right. And so we think it is just logical for that to kind of happen arm's length from your actual, you know, portfolio and so on. And then the kind of principle that we look at again is this notion of events that could have an impact on the markets and therefore on your portfolio at large. And there, you know, there are certain use cases where it makes sense to engage in these markets. You know, and like one example we always make is if you, you know, we like, we've all been in this moment where we had like a very defined specific idea on like an earnings call of a company. Right. And we ended up being right and the stock still dipped and we lost money on the trade. And it was not because, you know, we were wrong on what we thought would happen last quarter, but it was because the CEO said something stupid on the earnings call or you know, the outlook that they presented was different than the analysts expected or like oil prices spiked that day. And so there was an exact factor. Yeah. And so sometimes for people to do the ability to kind of dissect the company's performance and their KPIs and being able to place a trade on very specific kind of sub KPIs of a company can have a very good kind of use case as well. And so those things for us make sense. Right. And I would tell us a little story of, like, I've used Kalshi myself. The other day when we were at the US Open and I had my German homeboy swerve was obviously, you know, killing it. And I was sitting there, you know, placing these trades and, like, as, you know, as amazing as this backhand is, like, it's not moving the markets, Right. And so I think there's a very clear kind of line to be drawn there. And again, you can have long discussions, discussions about where do you draw the line between speculation, gambling, and everyone will have their subjective kind of arguments on whether it should be drawn. But we feel like there's a very obvious line to be drawn for us in these markets, and that's basically there. What about the New York Knicks? They're owned by Madison Square Garden. It's a public company. If the Knicks go on a crazy run, then maybe the stock moves. Manchester United, also publicly traded, so you can own the actual asset. Yeah, I would. Definitely. More sports betters should get into just owning the teams. I feel like that's where the money is made. You see it just steadily compound. Yeah, just steadily compound for sure. That's very funny. What is driving.

They're serving this middle tier of the market. Core Weave has set the standard. I mean, they are the best in terms of technology. This reliability stuff I'm talking about, they just have so much data for monitoring. I mean, These guys deploy 10,000 GPUs a week at the peak when they're like building data centers and so that, you know, that's incredible. But like, their balance sheet is full. There's only so many people that you can marshal in resources to build out another gigawatt when they're going to 1.5 and beyond. So Nebus has really capitalized on this middle tier of the market, which is not small. Like I said, this is customers who are coming to us and saying, hey, I saw you write such good things about Core Weave. I just have $100 million. I'm trying to give it to them. They're telling me they can't accept it until May of next year because they're backed up and therefore nebbyus has been capitalizing. And they've also executed very well. Like, the technology that they've developed is strong. We think that managed Clusters are approaching like this feature complete world where it's hard to tell the difference in quality between Nebbys and Core Weave. Certainly our testing experience has been really solid on both of them. And our experience with these providers is actually that they're moving to other aspects of the business. So they're going into these big bare metal deals at which we are not ranking Bare metal here. Navius and Core Weave, there are differences there and then inference endpoints, RL infrastructure, all sorts of stuff that we're going to be testing in the future where there is differences. And these guys are not necessarily the household names and inference endpoints as the leaders. Right now they have the offerings, but there's others that are ahead of them.

It took us about two years to make this first organism for Mars. There are five organisms we need to make to like, have a way to go to Mars and scalably make like livable area on Mars. And the sort of general timeline for that is I think we will have some version of all five of those by the end of the next three years, which puts us in like 2029ish. There's a launch window in 2028. NASA's doing some stuff. It would be really awesome to also have like a search for life and a test that we can grow a first Earth organism like in that 2028 launch window. There's another launch window, early 2031, and that's the one where maybe we could actually like go there and demonstrate something. And SpaceX, I would be shocked if they don't try to get to Mars in 2028, but I think they might succeed in 2031. Yeah, I mean, longer term, I think, like technology broadly is accelerating. And so there's a lot of investment going into space close to Earth and on the Moon, and, and much of the interest in the Moon is because it's like, it's like the close testing ground for going farther out. But there's a lot of reasons why the Moon itself is not necessarily the spot we want to set up shop forever. It has like, fewer natural resources to make use of than other places we could go, including Mars. And so I would not be surprised if we start seeing first human mission to Mars in the 2000-30s and substantial build out of the robotic precursors to that sooner.

So contrary to popular belief, we do mine in the west, right? We have, we have an enormous rare earth mine in Australia. There's one in one in the US and California. There is other dozens of projects scaling up across the West. There is mineral sands deposits in the US and elsewhere. The actual raw feedstock is not rare. It is produced in the West. The bottleneck is what you do after it is the processing. That is something that we completely unable to do in the West. Now we actually invented these processes in America. Right. America has a history of incredible work and metallurgy. The example I gave in the announcement was Charles Martin fault with Alcoa, a 22 year old which had an Ohio. He drove the price of aluminum down 98%. The technologies used to make rare in China today are American technologies from the Manhattan Project. So we did this at one point and we built this technology in these systems and then we shipped it to China and China dominated, they matured it, they took over. And now in the west it has become incredibly difficult to be able to bring those technologies back in a way where we can actually compete in the free market. It's very expensive, it's very dirty. Yeah. There are two stories that people tell about why this capability went to China. One is labor cost was cheaper over there. They were developing nation and it was able to, you know, new people coming out of poverty so you can pay much lower wages. The other one is more about the effects of industrialization, ecological effects, the fact that, you know, NIMBYism, no one wants a mine in their town that's dirtying up the water, so put it halfway across the world. Which one of those speaks to you more? Is it a combination and how are we overcoming those in America? Well, it's both. The first thing that happened was the environmental repercussions, right? There was, there's the enormous mollycorp deposit in the US that was one of the, one of the first major virus projects in the world. There was a lot of scandals and a lot of, a lot of issues several decades ago regarding the environment and rare deposits of thorium in them that can leach into the ground. So one of that's one of the initial triggers that actually shipped a lot of that production to China. And then we effectively gave all the technology to the Chinese, right. And Chinese, Chinese companies sort of buying up, buying off American rarest companies and, and they were able to take it, scale it. And once that happened, it was the economics that took over. Right. Their cost of labor is, is 10 times less. Your cost of power is a third. So we really just could not compete with China if we were just copying that same technology stack again, it was impossible. The economics don't close and still to this day, the economics, the economic.

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. Don't you think? If you're wearing, if you're wearing camera glasses, VR or ar, you know, meta ray bans. And it has a camera there. It should be. It can see your hands, right? It can see your elbow. So if you're playing beer pong, it could tell you, hey, back up, you're gonna lose a point. It could go to your agent and kick off an agentic workflow to schedule you with a professional beer pong coach. Have them come to your house and do hours and hours of drills so that you never make that mistake. So is this vaporware if it didn't happen? Because we saw Mark Zuckerberg get caught with his elbow over the line, way over the table. Beer pong. I just don't understand why glasses, smart glasses, CEOs go out in public without wearing the smart glass. He's not wearing them. And it's like Evan. Evan is doing interviews all the time without, you know, wearing, you know, speaking, you know, at places like Sun Valley, not wearing the glasses. Zach is, you know, all the time out in public, doing things, not using the glasses. I mean, they make clear versions of them, right? So if the glasses are. If the product's so good and everyone should buy them, shouldn't you have them on at least half the time that you're out socializing? I personally think if you see Jensen at a conference, he should be having an NBL 72 in a backpack. He should have a rack and he should be carrying it around. No, I did notice. So he was wearing a very special watch. And everyone's obsessed with Mark Zuckerberg's watch collection. He always debuts a new unique piece every time he's on stage. But I think the watch thing, it's getting a little old. I would like to see him get into cars a little more and I'd like to see him drive on to. On stage, on like, you know, Gordon Murray T50 and burnt and do a quick burnout. Quick burnout. Yeah, exactly. Something to show that he's not. He's not one dimensional. He's not just into watches. He's also into very special cars. Pull up in a tourbillon. You know, you got the tourbillon on your wrist with. Why not the Bugatti Tourbillon? Drive onto the stage, get out. No, my hot take about this beer pong elbow violation is I don't care about these. I think that People who play beer pong and worry about elbow violations are pedantic and annoying. And I think that it violates the spirit of the game. So I think that there's no problem with this at all. I think if you're the type of person that's like, oh, you, you put your elbow over your nerd and you're not having fun and you're ruining the fun for everyone and it doesn't actually make that much of a difference whether you threw from 2 inches forward or 2 inches back. It's. I mean, it does make a difference, John. It makes a massive difference. But, but, but the point is to just play like the gentleman. The gentleman is not. You might address it if it's habitual. Shane is saying. Clearly Shane is bringing, Shane is bringing up the bunky in the chat. I think Zuck is going to have to get a proper setup, get down in the bunky, spend two, three years in the bunky beer pong. Okay. Yeah, no, I think the, I think the gentleman's beer pong game cannot. Doesn't need to be policed on a shot by shot basis. If there's a habitual stepping of the line and it's actually creating an unfair advantage because one person is, is following that particular rule and the other person is clearly violating it for increased performance, then yes, it's worth calling out. But one minor shot slightly over the line. I don't care about it. I think cheating is wrong. Oh, okay. You hold the line law and order guy over here. Look, you got to respect the spirit of the game. You can't break the rules. Yeah, but then you can wind up in this thing and being, oh, you were 2 millimeters over it turns it into. I mean, this is blatant. It's not that blatant. It's still a long table. It's fine. He's. He's not like really leaning over that far. He could be doing so much worse. His elbow is over, but he just, he just walked up to the table and threw the ball. And also, my man is down nine cups to one. Okay, Give him a break. Do you see the score when you're down? He has one cheating, I guess. And the other team, this could have been a. Has. Has five. He is, he is losing so badly. Give him a little break. It's his event. He's throwing the party. He paid for the beer. Do something nice for the guy and let him, let him get an extra inch on the shot. Not a big deal. See, you miss. You miss the. You miss the. The aesthetics and. And the dignity that comes with somebody who's hosting their host. Let him. Let him wait a little bit. Are you doing the. Are you doing the voices? I don't have the IEMs now, so I can't hear what you're doing. Has the whole thing been Chad or the. Yeah, Chad. Tyler's Chad voice. Yours. Okay, okay, okay. I gotcha. Well played. Well played. Well played. Anyway.

Goodbye. One last piece of car news. One more twist my arm. Porsche is working on a Successor to the 918 Spyder Hybrid Supercar and it will be powered by an engine not seen since the 60s. That's according to Germany, Germany's Handelsblatt, which reports that the new model will be powered by a flat 8F engine, eight cylinders. The suspected price tag, half a million euros, $575,000 US. The reporting also states that the project is known inside Porsche as codename S1 and could be revealed to investors as early as October 7, just five days or seven days after the Tesla Roadster announcement. Porsche will be responding with. There's going to be so much demand for this, it makes me sick. The suspected price tag of $575,000. I mean, this thing's going to trade up. I would expect it to trade up at least 2x instantly, probably. Yeah. And the question is hard to say, but, I mean, we have no idea what it looks like. These are just like made up renders. Some of these are, I think, based on the previous project that they were potentially working on, which was an EV Successor to the 1918 Spyder. The lineage with Porsche is the Carrera GT, then the 918. Everyone is waiting for the next thing, the next supercar, the next really special unique car not built on the 911 platform. This should be it. Although of course there's a lot of 911 styling and heritage in there. But yes, if it's anything like what they're pitching here, it's going to fly off the shelves. Do you think they do a manual? Are they going to go that far? If they ripped out the EV, they went to the flat 8 combustion engine. Are they doing turbos? Are they doing naturally aspirated? Are they going to go as far as giving somebody just pretty close to Carrera GT experience? I don't know. We'll see. It's going to be exciting. Yeah. A lot of questions, but I can't wait. I can't wait. I can't wait. Was there anything else we need to talk about? Congrats.

That crisis and get that attention pointed to them. Totally. Yeah. Well, Bentley's first electric car is set to be half the price of the Ferrari. Luci. The launch of the luxury carmakers torcal SUV is aimed at younger and first time customers. What do you think? Are they over their skis with an EV at a time when people are sort of moving away from it or does it work for this particular luxury SUV buyer? If there's any place where having the silence of an ev, a Bentley sort of fits. This is the thesis with the Rolls Royce Spectre. You take the engine out. Yeah. There's some enthusiasts who might be upset, but most people aren't buying it because they want to redline it so it can potentially work. Do you think we'll be seeing a lot of these or will it be passed over for the Urus and the new McLaren SUV? Potentially? Well, I don't think we're going to be seeing a lot because Bentley is just not selling a lot of cars right now. But I think the car looks great. Minus the grill. Minus the grill. Grill is completely insane. Rolls Royce, to me it looks a little bit more squared off than what I'm, what I'm used to with Bentley. Well, it's specifically like whatever lighting pattern this is. Oh, just so it might look different in sunlight, you mean? Well, no, I just think it looks horrible. Okay. Well it's smaller than the Bentayga which was the first like you have like, you have this like sort of very clean, sporty feeling car. This is the company signature diamond pattern. Okay. Put some respect on it. Apparently I'm just learning this. No, I know, but it would just imagine how good this car would look. How would you describe the design overall? Would you say it's muscular? Because that's how they're designing it, describing it. Is it a muscular design? I think so. Okay, I would agree with that. I'm just saying I think the car looks amazing minus this light. Do you think it should have some more vascularity? Maybe in a wrap you could add some rippling veins to it to give it more of a muscular design. No. Instead of recreating the V8 engine noise, the EV has a propulsion sound handcrafted by musicians with a unique blend of sounds from percussion, crystal, glass, birds and the tapping of leather. So as you drive it, it sings you a song. The Volkswagen owned luxury brand said it had also completed a 350 million dollar investment to design and build the torque call at its plant in crew, bringing the total investment in the UK automotive sector to more than? 1 billion. The EV launch comes at a challenging period for Bentley as it struggles with slowing demand in China. Fallout from Middle east conflict, higher US tariffs. As with the broader VW group, Bentley has slimmed its workforce as profits and vehicle deliveries have declined. It's serious. We have to bring back the competitiveness. We have to be quick. We have to work harder. You can hear. This is the sound it makes when you drive it. I suppose you hear the. Oh, it's the finger on the edge of the glass. Can you hear that? Imagine trying. Well, with that sound. Let me tell you about CrowdStrike. Your business is AI.

Sounds like a threat. Just never do it. 8000 likes Fafo. Very funny. Flock safety is weighing whether to sell itself. Very interesting. I mean, obviously insane public backlash for that company. We've talked to Garrett about it. Very interesting technology, but very, very controversial. And who would Cities are kicking. What kind of acquirer would solve. Solve the problem? I mean, a rebrand and then also like a. Like a taser company or something. You know, because there are companies that compete with them directly. Like, there are plenty of Axon, like military and police, you know, product companies. Somebody was saying, yeah, Zach Weinberg was saying, honestly, Flock should just rename itself to the license plate scan company, since that's actually what they do. And the problem might just go away. I don't know if it'll actually go away. I think people are pretty deeply embedded. They'll chase this around for a while, but. Well, that's the thing. I just feel like Flock is having the most insane comms crisis of any company that I can ever remember. Yeah, right. Serious. And who wants to inherit that crisis and get that attention pointed to them? Totally. Yeah. Well, that.

New car launch from none other than Bentley. Let's go over to this notification from HP Smart. What happened? Oh, yes. Says you're low on ink and then never run low on ink again. It does sound like a threat. Tyler Wolf says. Is this an ad or a warning? It sounds like a threat. Just never do it. 8000 likes Fafo. Very funny. Flock safety is weighing.

Well played. Anyway, there's a bunch of fun things Alex Wang on stage dripped out. People are speculating that it's. That it's, you know, high fashion. In fact, he corrected the record. It's not. He's thrifting. He's not buying Gucci and Prada pants. He's just wearing Crocs. Real tree Crocs. It is a big reverse because Alex Wang was on the COVID of Fortune or Forbes in Louboutins and had his feet up with the red bottoms there. And it was like a very. When I saw it, I was like, that's just a sick photo. It's the barbell. Yeah. But it does seem like he, like, burnt out on the high fashion. It's not like he's. So now he's like, yeah, I'm just gonna dress like this. I have my own style, which I think is very cool. So good to see Alex Wang on a run and delivering. Yeah, just like, big announcements, big progress at one of the biggest companies in the world. Good stuff. Let me tell you about MongoDB. What's the only thing faster than the AI model?

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. Don't you think? If you're wearing. If you're wearing camera glasses, VR or ar, you know, meta ray bans. And it has a camera there. It should be. It can see your hands, right? It can see your elbow. So if you're playing beer pong, it could tell you, hey, back up, you're gonna lose a point. It could go to your agent and kick off an agentic workflow to schedule you with a professional beer pong coach. Have them come to your house and do hours and hours of drills so that you never make that mistake. So is this vaporware if it didn't happen? Because we saw Mark Zuckerberg get caught with his elbow over the line, way over the table. Beer pong. I just don't understand why glasses, smart glasses, CEOs go out in public without wearing the smart glass. He's not wearing them. And it's like Evan. Evan is doing interviews all the time without, you know, wearing, you know, speaking, you know, at places like Sun Valley, not wearing the glasses. Zach is, you know, all the time out in public, doing things, not using the glasses. I mean, they make clear versions of them, right? So if the glasses are. If the product's so good and everyone should buy them, shouldn't you have them on at least half the time that you're out socializing? I personally think if you see Jensen at a conference, he should be having an NVL72 in a backpack. He should have a rack and he should be carrying it around. No, I did notice. So he was wearing a very special watch. And everyone's obsessed with Mark Zuckerberg's watch collection. He always debuts a new unique piece every time he's on stage. But I think the watch thing, it's getting a little old. I would like to see him get into cars a little more, and I'd like to see him drive on to. On stage, on like, you know, Gordon Murray T50 and burnt, and do a quick burnout. Quick burnout. Yeah, exactly. Something to show that he's not. He's not one dimensional. He's not just into watches. He's also into very special cars. Pull up in a tourbillon. You know, you got the tourbillon on your wrist with. Why not the Bugatti Tourbillon? Drive onto the stage, get out. No, my hot take about this beer pong elbow violation is I don't care about these. I think that people who play beer pong and worry about elbow violations are pedantic and annoying. And I think that it violates the spirit of the game. So I think that there's no problem with this at all. I think if you're the type of person that's like, oh, you, you put your elbow over your nerd and you're not having fun and you're ruining the fun for everyone and it doesn't actually make that much of a difference whether you threw from 2 inches forward or 2 inches back. It's. I mean, it does make a difference, John. It makes a massive difference. But, but, but the point is to just play like the gentleman. The gentleman is not. You might address it if it's habitual. Shane is saying. Clearly Shane is bringing. Shane is bringing up the bunky in the chat. I think Zuck is going to have to get a proper setup, get down in the bunky, spend two, three years in the bunky beer pong. Okay. Yeah, no, I think the. I think the gentleman's beer pong game cannot. Doesn't need to be policed on a shot by shot basis. If there's a habitual stepping of the line and it's actually creating an unfair advantage because one person is, is following that particular rule and the other person is clearly violating it for increased performance, then yes, it's worth calling out. But one minor shot slightly over the line. I don't care about it. I think cheating is wrong. Oh, okay. You hold the line law and order guy over here. Look, you got to respect the spirit of the game. You can't break the rules. Yeah, but then you can wind up in this thing and being. Oh, you were 2 millimeters over it turns it into. I mean, this is blatant. It's not that blatant. It's still a long table. It's fine. He's. He's not like really leaning over that far. He could be doing so much worse. His elbow is over, but he just, he just walked up to the table and threw the ball. And also, my man is down nine cups to one. Okay, Give him a break. Do you see the score when you're down? He has one cheating, I guess. And the other team, this could have been a. Has. Has five. He is, he is losing so badly. Give him a little break. It's his event. He's throwing the party. He paid for the beer. Do something nice with a guy and let him, let him get an extra inch on the shot. Not a big deal. See, you miss. You miss the you miss the. The aesthetics and. And the dignity that comes with somebody who's hosting their host. Let him. Let him wait a little bit. Are you doing the. Are you doing the voices? I don't have the IEMs now, so I can't hear what you're doing. Has the whole thing been Chad or the. Yeah, Chad. Tyler's Chad voice. You're so. Okay, okay, okay. I gotcha. Well played, well played, well played. Anyway, there's a bunch of fun things. Alex Wang.

Files with design system context. Don't you think if you're wearing. If you're wearing camera glasses, VR or ar, you know, meta ray bans. And it has a camera there. It should be. It can see your hands, right? It can see your elbow. So if you're playing beer pong, it could tell you, hey, back up, you're gonna lose a point. It could go to your agent and kick off an agentic workflow to schedule you with a professional beer pong coach. Have them come to your house and do hours and hours of drills so that you never make that mistake. So is this vaporware if it didn't happen? Because we saw Mark Zuckerberg get caught with his elbow over the line, way over the table. Beer pong. I just don't understand why glasses, smart glasses, CEOs go out in public without wearing the smart glasses. Oh, he's not wearing them. And it's like Evan. Evan is doing interviews all the time without, you know, wearing, you know, speaking, you know, at places like Sun Valley, not wearing the glasses. Sock is, you know, all the time out in public, doing things, not using the glasses. I mean, they make clear versions of them, right? So if the glasses are. If the product's so good and everyone should buy them, shouldn't you have them on at least half the time that you're out socializing? I personally think if you see Jensen at a conference, he should be having an NVL72 in a backpack. He should have a rack and he should be carrying it around. No, I did notice. So he was wearing a very special watch. And everyone's obsessed with Mark Zuckerberg's watch collection. He always debuts a new unique piece every time he's on stage. But I think the watch thing, it's getting a little old. I would like to see him get into cars a little more, and I'd like to see him drive on stage on, like, you know, Gordon Murray T50 and do a quick burnout. Quick burnout. Yeah, exactly. Something to show that he's not. He's not one dimensional. He's not just into watches. He's also into very special cars. Pull up in a tourbillon. You know, you got the tourbillon on your wrist with. Why not the Bugatti Tourbillon? Drive onto the stage, get out. No, my hot take about this beer pong elbow violation is I don't care about these. I think that people who play beer pong and worry about elbow violations are pedantic and annoying. And I think that it violates the spirit of the game. So I think that there's no problem with this at all. I think if you're the type of person that's like, oh, you put your elbow over your nerd and you're not having fun and you're ruining the fun for everyone and it doesn't actually make that much of a difference whether you threw from 2 inches forward, 2 inches back. It's. I mean, it does make a difference, John. It makes a massive difference. But, but, but like the gentleman. The gentleman is not. You might address it if it's habitual. Clearly, Shane is bringing. Shane is bringing up the bunky in the chat. I think Zuck is gonna have to get a proper setup, get down in the bunky, spend two, three years in the bunky beer pong. Okay. Yeah, no, I think the. I think, I think the gentleman's beer pong game cannot. It doesn't need to be policed on a shot by shot basis. If there's a habitual stepping of the line and it's actually creating an unfair advantage because one person is following that particular rule and the other person is. Is clearly violating it for increased performance, then yes, it's worth calling out. But one minor shot slightly over the line. I don't care about it. I think cheating is wrong. Oh, okay. You hold the line, law and order guy over here. Look, you got to respect the spirit of the game. You can't break the rules. Yeah, but then you can wind up in this thing and being. Oh, you were 2 millimeters over it turns it into. I mean, this is blatant. It's not that blatant. It's still a long table. It's fine. He's. He's not like really leaning over that far. He could be doing so much worse. His elbow's over, but he just, he just walked up to the table and threw the ball. And also, my man is down nine cups to one. Okay? Give him a break. Do you see the score when you're down? He has one cheating, I guess. And the other team. This could have been a. Has. Has five. He is, he is losing so badly. Give him a little break. It's his event. He's throwing the party. He paid for the beer. Do something nice with a guy and let him, Let him get an extra inch on the shot. Not a big deal. See, you miss. You miss the. You miss the, the aesthetics and the, and the dignity that comes with somebody who's hosting their host. Let him, Let him wait a little bit. Are you doing the. Are you doing the voices? I don't have the IEMs now. I can't hear what you're doing. Has the whole thing been Chad or the. Yeah, Chad. Tyler's Chad voice. You're so. Okay, okay, okay, I gotcha. Well, that's. Well played. Well played. Well played. Anyway, there's a bunch of fun things Alex Wang on stage dripped out. People are speculating that it's. That it's, you know, high fashion. In fact, he corrected the record. It's not. He's thrifted.

Sell. I would be surprised if they sold more than 10,000 units. Right? And the market is just going to keep punishing SNAP as long as they keep trying to force specs to work when.