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EpisodeĀ 9-26-2025
Yeah, the read on this is that the rich people are using energy drinks and the poor people are using pills. Caffeine pills. That makes sense. I mean, the most economically efficient way to consume caffeine is through pills. Right? They're super cheap to buy caffeine pills. But no, caffeine had a strong showing as well. So pick your poison. Energy drinks might be something. This is a perfect transition. We gotta talk about Avi Schiffman's out of home campaign. If you want to run an out of home campaign, go to adquick.com out of home advertising made easy and measurable. Say goodbye to the headaches of out of home advertising. Only Ad Quick combines technology, out of home expertise and data to enable efficient, seamless ad buying across the globe. And as much as we love out of home campaigns, as much as we love ads probably don't do what friend.com. It'S an aggressive move. The scale at which they have. They've seemingly bought up all the out of home inventory in LA and New York. I'll give you the numbers. So Avi shared. He came on our show and said he's doing the largest out of home campaign in history. And I was like, that can't be true. That's so crazy. What about, you know, avengers? What about GTA 5? Like, there's gotta be huge campaigns that have been run. But it seems like he might actually be running one of the biggest campaigns, if not the biggest campaign. He says 1100, 11,000 car cards. I don't exactly know what a car car it is. 1,000 platform posters, 130 urban panels, West 4th street domination. 100% print, all five boroughs. It's the largest NYC subway campaign ever happening. Now we have seen it all over la. He said it was the largest billboard ad buying campaign of all time. And the ads, and this is a crazy Hellman say a lot about the product. It just says friend.com and it shows you the pendant. And the pendant is kind of white on white. Well, some of them do. Jumping off. So I'm seeing one from their subway campaign. Yeah, yeah. It says, and one thing is, Avi is pitching this as your new roommate. Yes. And the reason I think this is not. There's the thing that's great about the campaign is how controversial it is. Right. There's a lot of people that are going to be taking pictures just saying, look how dystopian this is, and posting it. That's exactly what's happening. Someone defaced it and said, stop profiting off of Loneliness. But then some one person that saw that's going to buy it. Yep. Or it could be more. Right. But Avi markets this as your new roommate is waiting. Funny to me, because people don't like roommates back in the day, but I like them even more now that I'm not sharing a space with them. Exactly. Living by yourself. Yep. Your family is amazing. And I'm not personally in the market for a new roommate, but I'm also, I don't think the target market for this because I hang out with you for 12 hours a day. If we're not hanging out, we're probably on the phone talking about technology and business. But in the Subway campaign, they say it says, I'll never bail on our dinner plans. I'll binge the entire series with you. I'll never leave dirty dishes in the sink. So while he's saying it's your new roommate, he's. He's implying it's better than your roommate because you're getting, I guess, the, the social benefits of a roommate without the dirty dishes in the sink and the bailing on dinner plants. Yeah, but people are. People are not happy with this for one specific reason, which is that I think Avi is very backlogged on orders. Gotten a lot of orders. He's gotten a lot of orders over the last year since he started selling it. And this is not the first time he's going viral and getting a lot of attention. And he hasn't fulfilled a lot of them, it sounds like. So he was going back and forth with some people. You know, people were saying bad, you know, a lot of marketing spend for a product that hasn't shipped orders from July of last year. And so, yeah, if you're somebody who just hasn't received your device yet, you're gonna be kind of annoyed to be seeing this, that they're trying to sell a lot more of these and you haven't gotten yours. And I'm sure they're going order by order, trying to get through. Avi had said he'd sold 400 or he shipped out 400 in the last week, which is a lot of hardware. Yeah, but the question, but that's like. How much are these? $99 or $200. How much is $129? $129. But the main. I guess this feels like a. Avi more or less said this on our show last time he came on. He basically said that 50K. I'm gonna do a crazy out of home campaign so I can raise My next round. That was, I, I'm paraphrasing that. That was what I, that was my read on it because it, it feels like the product is still super early. Yep. The review from Wired was abysmal. Yep. And I'm sure that the, you know, you can make the argument that the people that reviewed it are not the target demo, but I haven't, you know, the concern is that we're not seeing a ton of customer love out there. People are getting these and so getting, telling the entire world about your product before it's ready. Billboard campaigns can work to get hype and early interest, but they're best when you have a product that is already loved and you're just able to get more eyeballs on it, more attention, more customers. And so getting a whole new wave of customers that are then going to be waiting a long time for their device and then potentially people that are getting them currently or potentially let down, it just feels incredibly risky. The other thing I was looking into is, you know, the website right now, I wonder how it converts. It's possible that, you know, it's priced in, in a way that it is. Pretty affordable in terms of like where devices play. Like, people were shocked that the meta Ray ban displays are 799 and that's what, seven times as much money. But it does feel like it just takes a while to tell you what the product is. And like, yeah, the main thing is this kind of parallax scrolling. It's a lot of like motion, a lot of physical, like I gotta do. A lot of work order. You can't hit order from like landing on the webpage. Yeah. I wonder if you go in the Wayback Machine, can you find what Apple's website was back at the first iPhone launch? Let me find that. I bet you there was a big buy button every. You want to buy a buy button every. No matter where you are on the website, you should always be able to hit buy. Yeah, I mean that's like standard is like above the fold. Don't make them scroll. Okay. When did the iPhone come out? 2007. Right, 2007. Let's see what the Apple website looked like in 2007 in October. Let's see. It's loading. It's loading. I'm so excited. Yeah. Well, you know what a better piece of accessory might be something timeless instead of a pendant. Exactly what you're thinking about. What am I thinking about? Some hardware. Some hardware. I think of an aquanaut as a friend really. And in some ways it's super intelligence. It is. Can tell you the time, can tell. You the time, can tell you the. Date better than a human. A chronograph can. It can track time better than a human. It can. It's superhuman. Oh, yes. Of course, if you're timing lap times on the track with a Daytona, that's gonna be way more accurate than doing it in your head. So head over to getbezel.com your bezel concierge is available now to source you any watch on the planet. Ser. Seriously, any watch. Oh, no. The apple website is not loading from 2007. Well, the Apple website today is definitely best practice for selling consumer. It's tough to make a comparison to today because everyone knows what an iPhone is and they're on number 17. And so they can just say, it's an iPhone. It's the best iPhone. It's a new iPhone. IPhone 17 Pro. You can hit buy or you can hit learn more. If you hit learn more, you land on a new page with a cool video that says buy. It's just buy, buy, buy. So anyways, we'll see how this plays out. The challenge is, you know, having this visceral of a reaction even from tech insiders. Yeah, there definitely is something to like kicking the bear and rage baiting a little bit and getting a bunch of somewhat negative attention. But then people will. There will be a small percentage of people that are like, I'm in. I want to try it. And that works. But it feels like at some point you have to flip into just like normal territory and kind of just speak to the product benefits. In January 31st of 2008, the Apple homepage. Do you know what was above the fold was right there? What was it? It wasn't the iPhone. It was the world's thinnest notebook, the MacBook Air. You have to click somewhere else to find the iPhone. January update. Let me see if they have some other page. They're just like, yeah, put that iPhone in the back. You know, yeah, we got some iPhones on the MacBook air. I mean, the MacBook air was beautiful computer. And certainly then they had the imac. The iPhone is really not on display here. Like it's store. The header is store, Mac, ipod and itunes. And then iPhone. IPhone is the fourth item in the bar. Like the fourth most important if you rank them by by importance. But I'm trying to go to apple.com iPhone in the Internet archive to see how they position it. And it's extremely wonky. They say features, phone, ipod, Internet. The fourth feature. Can you guess the fourth feature of why you would want to buy the iPhone? Alarm clock. Nope. This is even better. You're going to love this. You're going to love this. You're going to love stocks now. So you got the phone, you got the ipod, you got the Internet. The fourth feature for why you would want to buy the iPhone. IPhone. High technology. I'm not kidding you, dude. High technology. What does that even mean? Let's find out. I gotta click on high technology. It just has a image of like a laser or something. Like I don't know what it is. And then they show some maps and stuff. But what is this high technology that they're. They need to bring that back. Oh, high technology. It means that it has multi touch, it has wireless, it has an accelerometer and a proximity sensor. That is high tech. Multitouch was high technology at the time. That feature set allowed you to drink beer. An animated beer. The accelerometer was the reason that you could do that. That's right. That actually was high technology at the time. This is high tech. We don't know how to make high technology. We don't. We got. We were talking to the meta team and we were like, make the beer app. What's the beer app? And it's such a joke. Oh, the beer app. But the beer app is. Is a moment that means that you've arrived and you have the crazy developers and people are making memes and they're using your technology in ways that you never could have imagined. If you're not getting memed, you're cooked. Yes, exactly. And Studio Ghibli was that. And we've yet to see that in the Vibes app. Well, what will the friend version of that be? What will be becoming a platform? What will be the product or the use case that isn't imagined by the designer? That winds up driving value, at least for fun, you know, like going to wander. Find your happy place. Book a wander with inspiring views, hotel, great amenities, dreamy beds, top tier cleaning, 24,7 concierge service. It's a vacation home, but better. Better. Did you see the Fermi IPO? QCAP says the upcoming Fermi IPO will be the most 20, 25 IPO. All the red flags are there. Literally every single one. There's no revenue. It has a $13 billion valuation. It's powering.
I mean, the most, the most economically efficient way to consume caffeine is through pills. Right? They're super cheap to buy caffeine pills. But no, caffeine had a strong showing as well. So pick your poison. Energy drinks might be something. This is a perfect transition. We got to talk about Avi Schiffman's out of home campaign. If you want to run an out of home campaign, go to adquick.com out of home advertising made easy and measurable. Say goodbye to the headaches of out of home advertising. Only Ad Quick combines technology, out of home expertise and data to enable efficient, seamless ad buying across the globe. And as much as we love out of home campaigns, as much as we love ads probably don't do what friend.com. It'S an impressive move. The scale at which they have. They've seemingly bought up all the out of home inventory in LA and New York. I'll give you the numbers. So Avi shared. He came on our show and said he's doing the largest out of home campaign in history. And I was like, that can't be true. That's so crazy. What about, you know, avengers? What about GTA 5? Like, there's got to be huge campaigns that have been run. But it seems like he might actually be running one of the biggest campaigns, if not the biggest campaign. He says 1100, 11,000 car cards. I don't exactly know what a car card is. 1000 platform posters, 130 urban panels, West 4th street domination, 100% print, all five boroughs. The largest NYC subway campaign ever happening. Now we have seen it all over la. He said it was the largest billboard ad buying campaign of all time. And the ads, and this is a crazy, don't say a lot about the product. It just says friend.com and it shows you the pendant. And the pendant is kind of white on white. Well, some of them do. Jumping off. So I'm seeing one from their subway campaign that says, and one thing is, Avi is pitching this as your new roommate. Yes. And the reason I think this is not there's the thing that's great about the campaign is how controversial it is. There's a lot of people that are going to be taking pictures just saying, look how dystopian this is. And posting it. That's exactly what's happening. Someone defaced it and said, stop profiting off of loneliness. But then one person that saw that's going to buy it. Yep. Or it could be more. Right. But Avi markets this as your new roommate is Waiting. Funny to me, because people don't like roommates back in the day, but I like them even more now that I'm not sharing a space with them. Exactly. Living by yourself? Yep. Your family is amazing. And I'm not personally in the market for a new roommate, but I'm also. I don't think the target market for this because I hang out with you for 12 hours a day. And if we're not hanging out, we're probably on the phone talking about technology and business. But in the Subway campaign, they say it says, I'll never bail on our dinner plans. I'll binge the entire series with you. I'll never leave dirty dishes in the sink. So while he's saying it's your new roommate, he's implying it's better than your roommate because you're getting, I guess, the social benefits of a roommate without the dirty dishes in the sink and the bailing on dinner plans. Yeah, but people are. People are not happy with this for one specific reason, which is that I think Avi is very backlogged on orders. Gotten a lot of orders. He's gotten a lot of orders over the last year since he started selling it. And this is not the first time he's going viral and getting a lot of attention. And he hasn't fulfilled a lot of them, it sounds like. So he was going back and forth with some people. You know, people were saying bad. You know, a lot of marketing spend for a product that hasn't shipped orders from July of last year. And so, yeah, if you're somebody who just hasn't received your device yet, you're going to be kind of annoyed to be seeing this, that they're trying to sell a lot more of these and you haven't gotten yours. And I'm sure they're going order by order, trying to get through. Avi had said he'd sold 400 or he shipped out 400 in the last week, which is a lot of hardware. Yeah. Um, but the question. But that's like, how much are these? $99 or $200? How much is $129? $129. But the. The main. I guess the. This feels like a. Avi more or less said this on our show last time he came on. He basically said that 50k of books. I'm gonna do a crazy out of home campaign so I can raise my next round. That was. I'm paraphrasing that. That was what I. That was my read on it, because it feels like the product is still super early. Yep. The review from Wired was abysmal. Yep. And I'm sure that the, you know, you can make the argument that the people that reviewed it are not the target demo, but I haven't. You know, the concern is that we're not seeing a ton of customer love out there. People are getting these and so getting telling the entire world about your product before it's ready. Billboard campaigns can work to get hype and early interest, but they're best when you have a product that is already loved and you're just able to get more eyeballs on it, more attention, more customers. And so getting a whole new wave of customers that are then going to be waiting a long time for their device and then potentially people that are getting them currently or potentially let down, it just feels incredibly risky. The other thing I was looking into is the website right now. I wonder how it converts. It's possible that it's priced in a way that it is pretty affordable in. Terms of where devices play. People were shocked that the meta Ray ban displays are 799 and that's what, seven times as much money. Um, but it does feel like it just takes a while to tell you what the product is. And like. Yeah, the main thing is this kind of parallax scrolling. It's a lot of like motion, a lot of physical, like I gotta do. A lot of work order. You can't hit order from like landing on the webpage. Yeah. I wonder if you go in the Wayback Machine, can you find what Apple website was back at the first iPhone launch? Let me find that. I bet you there was a big buy button every you want to buy a buy button. No matter where you are on the website, you should always be able to hit buy. Yeah, I mean that's like standard is like above the fold. Don't make them scroll. Okay. When did the iPhone come out? 2007. Right, 2007. Let's see what the Apple website looked like in 2007 in October. Let's see. It's loading. It's loading. I'm so excited. Yeah. Well, you know what a better piece of.
I mean, the most, the most economically efficient way to consume caffeine is through pills. Right? They're super cheap to buy caffeine pills. But no, caffeine had a strong showing as well. So pick your poison. Energy drinks might be something. This is a perfect transition. We got to talk about Avi Schiffman's out of home campaign. If you want to run an out of home campaign, go to adquick.com out of home advertising made easy and measurable. Say goodbye to the headaches of out of home advertising. Only Ad Quick combines technology, out of home expertise and data to enable efficient, seamless ad buying across the globe. And as much as we love out of home campaigns, as much as we love ads probably don't do what friend.com. It'S an impressive move. The scale at which they have. They've seemingly bought up all the out of home inventory in LA and New York. I'll give you the numbers. So Avi shared. He came on our show and said he's doing the largest out of home campaign in history. And I was like, that can't be true. That's so crazy. What about, you know, avengers? What about GTA 5? Like, there's got to be huge campaigns that have been run. But it seems like he might actually be running one of the biggest campaigns, if not the biggest campaign. He says 1100, 11,000 car cards. I don't exactly know what a car card is. 1000 platform posters, 130 urban panels, West 4th street domination, 100% print, all five boroughs. The largest NYC subway campaign ever happening. Now we have seen it all over la. He said it was the largest billboard ad buying campaign of all time. And the ads, and this is a crazy, don't say a lot about the product. It just says friend.com and it shows you the pendant. And the pendant is kind of white on white. Well, some of them do. Jumping off. So I'm seeing one from their subway campaign that says, and one thing is, Avi is pitching this as your new roommate. Yes. And the reason I think this is not there's the thing that's great about the campaign is how controversial it is. There's a lot of people that are going to be taking pictures just saying, look how dystopian this is. And posting it. That's exactly what's happening. Someone defaced it and said, stop profiting off of loneliness. But then one person that saw that's going to buy it. Yep. Or it could be more. Right. But Avi markets this as your new roommate is Waiting. Funny to me, because people don't like roommates back in the day, but I like them even more now that I'm not sharing a space with them. Exactly. Living by yourself? Yep. Your family is amazing. And I'm not personally in the market for a new roommate, but I'm also. I don't think the target market for this because I hang out with you for 12 hours a day. And if we're not hanging out, we're probably on the phone talking about technology and business. But in the Subway campaign, they say it says, I'll never bail on our dinner plans. I'll binge the entire series with you. I'll never leave dirty dishes in the sink. So while he's saying it's your new roommate, he's implying it's better than your roommate because you're getting, I guess, the social benefits of a roommate without the dirty dishes in the sink and the bailing on dinner plans. Yeah, but people are. People are not happy with this for one specific reason, which is that I think Avi is very backlogged on orders. Gotten a lot of orders. He's gotten a lot of orders over the last year since he started selling it. And this is not the first time he's going viral and getting a lot of attention. And he hasn't fulfilled a lot of them, it sounds like. So he was going back and forth with some people. You know, people were saying bad. You know, a lot of marketing spend for a product that hasn't shipped orders from July of last year. And so, yeah, if you're somebody who just hasn't received your device yet, you're going to be kind of annoyed to be seeing this, that they're trying to sell a lot more of these and you haven't gotten yours. And I'm sure they're going order by order, trying to get through. Avi had said he'd sold 400 or he shipped out 400 in the last week, which is a lot of hardware. Yeah. Um, but the question. But that's like, how much are these? $99 or $200? How much is $129? $129. But the. The main. I guess the. This feels like a. Avi more or less said this on our show last time he came on. He basically said that 50k of books. I'm gonna do a crazy out of home campaign so I can raise my next round. That was. I'm paraphrasing that. That was what I. That was my read on it, because it feels like the product is still super early. Yep. The review from Wired was abysmal. Yep. And I'm sure that the, you know, you can make the argument that the people that reviewed it are not the target demo, but I haven't. You know, the concern is that we're not seeing a ton of customer love out there. People are getting these and so getting telling the entire world about your product before it's ready. Billboard campaigns can work to get hype and early interest, but they're best when you have a product that is already loved and you're just able to get more eyeballs on it, more attention, more customers. And so getting a whole new wave of customers that are then going to be waiting a long time for their device and then potentially people that are getting them currently or potentially let down, it just feels incredibly risky. The other thing I was looking into is the website right now. I wonder how it converts. It's possible that it's priced in a way that it is pretty affordable in. Terms of where devices play. People were shocked that the meta Ray ban displays are 799 and that's what, seven times as much money. Um, but it does feel like it just takes a while to tell you what the product is. Yeah, the main thing is this kind of parallax scrolling. It's a lot of motion, a lot of physical, like I got to do. A lot of work order. You can't hit order from land.