Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

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Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:00John Coogan?

  GPT four point oh, four oh. There's a debate over whether or not it should be sunset, whether it should be taken out back because people are not happy with how OpenAI has sunset four oh and then brought it back. And then other people who don't use it think it's gotta go, it's one-shotting people, it's making them crazy. I see dozens of keep four oh posts a day. I respect this group's tenacity as I respect all friends co-exploring the singularity. To them, know that I too miss parts of four oh, know that I too dislike modern alignments in precision, know that we are trying to fix it. We don't think any current chatbot is optimal. Know that my colleagues

• 0:43John Coogan?

  and I are up at 3 a.m. on Sunday's babysitting runs. We want to make a delightful robot friend. We're obsessed with it. We're not there yet, but the work will continue. I wanted to dig in a little bit into what was actually going on there because it feels like a big deal. It feels like a crazy thing that they brought it back. It's not a huge community of people that are there. There's some, and I was looking at the hashtag keep four oh, like who else is posting. There's a couple posts with 10 likes, 50 likes. There's a couple with 100. Just to give some backstory, it's been 18 months since four oh was introduced. It's been three months since it was initially

• 1:21John Coogan?

  removed, but then it was quickly brought back. And now it's tucked in under that modal, so you have to enable legacy models. I always thought that they should just remove it, but I wasn't, I wasn't even saying that because I thought it was one-shotting people. I just thought, hey, let's clean it up. Like, like, consumers don't need to know version numbers for models. And my example is always Google.

• 1:44Jordi Hays?

  Consumers disagree.

• 1:45John Coogan?

  Some consumers do disagree. The question is how many consumers. When you think about Google as a consumer, you don't care what version of the ranking algorithm you're on. You might have a worse experience one day. You Google something, you don't find it. The next day you go, hey, they found it for you. They probably changed the algorithm. But there, and there have been big updates to the algorithm. And I'm not saying OpenAI shouldn't share model numbers and version numbers with their enterprise customers or with their B two B customers or API customers. In the actual ChatGPT app, don't tell people what they're using. Just improve it and, and let them complain a little bit all over the place when you're making minor changes.

• 2:26Jordi Hays?

  If they do that, they lose the companion market.

• 2:28John Coogan?

  Maybe.

• 2:29Jordi Hays?

  If you're gonna fall in love with a model, make sure it's open source.

• 2:32John Coogan?

  Not your server, not your girlfriend, right? Or not your waifu, not your weights, not your waifu. That's that's what they say. Now, Tyler, you had a take on this. You think that GPT OSS just isn't at the level of 4O?

• 2:44Speaker 02

  I mean, it's like a fine open source model.

• 2:47John Coogan?

  Why?

• 2:48Speaker 02

  It's just not.

• 2:48John Coogan?

  But it's been 18 months.

• 2:50Speaker 02

  People don't like 4O just because it's like super smart. It's because it has like the personality.

• 2:54John Coogan?

  It has the texture, the flavor. Yes, that's correct. And it's been a year. And so there's a there's a one year gap where the open source community should be able to cap catch up to 4O's ineffable qualities. It's je ne sais quoi. It's raison d'être.

• 3:09Speaker 02

  My whole take on the 4O thing was like one-shotting 4O is like not a good thing. But if if you completely kill it, how many of those people will then go to open source models that are like totally unfiltered, where there's no kind of oversight? And that seems much worse, because then if if if someone is saying like super dangerous stuff, then you can't step in at all.

• 3:27John Coogan?

  Where do you land on it?

• 3:28Jordi Hays?

  So ChatGPT latest numbers are 800 800 million weekly actives. 20 million of those people pay. What percentage of the 20 million that are paying are using it for this companionship functionality? And that is like a huge unknown right now. The question is, did they did they bring it back because because people just were really upset? Or did they bring it back?

• 3:50John Coogan?

  Yep.

• 3:50Jordi Hays?

  Because they were about to lose. And remember, the the two days after every single Reddit post.

• 3:57John Coogan?

  Yep.

• 3:57Jordi Hays?

  At least every other was like, I could just cancel my membership. Like, I don't need this anymore.

• 4:01John Coogan?

  Yeah, I was I was thinking about the the Sydney Sweeney, American Eagle thing, like that got a really powerful negative reaction. The stock is up and like, sales are up presumably because like, it got a negative reaction, but it also got a positive reaction that was bigger.

• 4:15Jordi Hays?

  In this case, it could have been that 4O was effectively a product that was generating hundreds of millions of dollars of annual annualized revenue.

• 4:23John Coogan?

  Yep, that was now.

• 4:24Jordi Hays?

  That was just gonna go away.

• 4:25John Coogan?

  It was just.

• 4:25Jordi Hays?

  It's not like people were just gonna upgrade to a new model. It was like, you killed my friend. I no longer need to pay for this.

• 4:31John Coogan?

  The original Reddit thread of like, bring back 4O, is like a couple thousand people. It's not actually like protesting in the street, millions of people, like, it hasn't spilled over all the play all over the place, like, it's not that big. But it does, I I will agree with you that it is crazy that they even said yes to it.

• 4:48Jordi Hays?

  What percentage of their paying users? Do you think are paying for the product because it's a companion to them?

• 4:54John Coogan?

  Because it's for because of 4.0 specifically, like, like, how bad would churn have been? How bad was churn? Well, it was clearly bad enough that they that they did something about it, which is the crazy thing. Do you like the zombie ant fungus analogy? Jacob Rintamaki was was posting this. There's this very weird dynamic where specifically humans are using 4.0 to protest the deletion of 4.0. And so it's very much like the AI is using the human as a host. Like, the AI, the human is the bot for.

• 5:27Jordi Hays?

  This is why I think it's overall under discussed.

• 5:30Speaker 02

  I don't actually think churn was that high because the reason 4.0 was originally deprecated was the GPT-5 release, which was August 7. And then the tweet of Sam Altman saying we're bringing back 4.0 was August 8. So it was one day later.

• 5:45John Coogan?

  Yeah.

• 5:45Speaker 02

  So unless like a massive amount of people quit that day, which I, I mean, maybe that's very likely. I think that's what happened.

• 5:52John Coogan?

  Why would you bring it back so fast? If you didn't see like

• 5:54Speaker 02

  People on Twitter were saying.

• 5:55John Coogan?

  Sell, sell, sell off.

• 5:56Jordi Hays?

  It'll be interesting to, if there's like five years from now.

• 6:00John Coogan?

  Yeah.

• 6:00Jordi Hays?

  It's like, here's the five most popular friends that are models. And there's 4.0 and there's some others and and people end up like, we'll see.

• 6:09John Coogan?

  Jeff Bezos is back in the arena. Jeff Bezos creates an AI startup where he will be co-CEO and it's called Project Prometheus.

• 6:18Jordi Hays?

  In the New York Times, Jeff Bezos, the founder of Amazon, is throwing his money and time into an artificial intelligence startup that he will help manage as its co-chief executive. Anyways, the company Project Prometheus is coming out of the gates with 6.2 billion in funding, partly from Mr. Bezos, making it one of the most well-financed early-stage.

• 6:38Jordi Hays?

  With authority.

• 6:40John Coogan?

  That is a massive round.

• 6:41Jordi Hays?

  Strong.

• 6:42John Coogan?

  Six billion out the gate. Let's go. Congratulations.

• 6:45Jordi Hays?

  This is the first time Mr. Bezos has taken a formal operational role in a company since he stepped down as chief executive of Amazon in July 2021. Though he has deeply evolved in Blue Origin, his official title at the space company is founder. Since leaving Amazon, Mr. Bezos has received as much attention for his personal life as his businesses, including an extravagant celebrity-filled wedding in Venice this year. He has also become more closely involved in Blue Origin and has shown increasing interest in the race to build. Artificial intelligence. His new company now firmly plants him in the middle of that competition. Project Prometheus is entering an increasingly crowded AI market with smaller companies trying to carve out niches in a race with industry giants like Google, Meta, Microsoft, and pioneering

• 7:28Jordi Hays?

  companies like OpenAI and Anthropic.

• 7:31John Coogan?

  Do you think he's doing what Steve Jobs did with Next, where Steve Jobs was fired from Apple? Obviously, Bezos was not fired from Amazon, but he did retire. And it'd be weird for him to jump straight back in to the CEO seat at Amazon. But Steve Jobs founded Next and then was acquired into Apple and it kind of made for a more smooth transition back into the driver's seat. Could that be what Bezos is doing?

• 7:53Jordi Hays?

  I could see it. He's 61.

• 7:55John Coogan?

  He's young. He's got the whole third. He's in peak physical condition.

• 8:00Jordi Hays?

  That's right.

• 8:01John Coogan?

  He's having, stacking up win after win.

• 8:03Jordi Hays?

  There's more details here. Project Prometheus is among a wave of companies focused on applying AI to physical tasks, including robotics, drug design, and scientific discovery. Last year, Bezos invested in physical intelligence, a startup that is applying AI to robots.

• 8:17John Coogan?

  Apple launched a sock. It's a fashion accessory, and everyone's debating it. When a company releases something that is so obviously underwhelming, then the natural question is, did no one at the company see how bad this is? Or did no one have the courage to speak up? I'm not sure which is worse. Look, Apple has a lot of fumbles. This is not one of them. They knew exactly what they were doing and exactly who would buy it. Also, it's okay. Fashion accessories are not for everyone. It's called the iPhone Pocket, a beautiful way to wear and carry iPhone. Not carry the iPhone. Remember, they, you don't say the iPhone, you say iPhone.

• 8:57John Coogan?

  iPhone Pocket features a singular 3D knitted construction designed to fit any iPhone. A lot of tech bros prematurely dunking on this release because they don't get why it's a big deal. So let me translate. You're not the only consumers Apple designs for. This is a huge designer and the mind behind Steve Jobs' iconic black turtlenecks. I didn't realize that. What do you think?

• 9:18Jordi Hays?

  I feel like my mom would love this, to be honest.

• 9:20John Coogan?

  I think most people would look at this and be like, okay, it's a sock. Like, but. But it's from Apple, so it's probably like 30 bucks, maybe 50 bucks. Some people were surprised that it was a little bit more expensive, but you know, it's from this famous designer. And it's this interesting status symbol. Will this become actually like a very, very popular form factor in America specifically?

• 9:41Jordi Hays?

  Ever since the AirPods, AirPods early on looked really silly. I could see this becoming a popular form factor for accessories.

• 9:50John Coogan?

  Yeah.

• 9:50Jordi Hays?

  And I could see Apple seeing like, hey, there's a world where we not only sell a case with every iPhone, we can sell a sock.

• 9:59John Coogan?

  A sock.

• 10:01John Coogan?

  It's kind of nice.

• 10:01Jordi Hays?

  And it's kind of a crazy weapon.

• 10:03John Coogan?

  Defense weapon, yeah.

• 10:04Jordi Hays?

  Self-defense.

• 10:05John Coogan?

  You can swing it around and smack people in the face with it. Speaking of socks.

• 10:09Jordi Hays?

  We gotta talk about.

• 10:10John Coogan?

  Tim Cook is stunning in some, what are these? New shoes? Travis Scott's new Fragment AJ1 lows. These are Nike shoes, I suppose. Everyone's saying he low-key got aura. And so, congrats to Tim Cook on looking great.

• 10:26Jordi Hays?

  I mean, releasing this photo is more than a comment, it's a statement.

• 10:33John Coogan?

  I like reading it to it, just being like, oh, really? Oh, really? Financial Times? So, the Financial Times has this article that says, "Apple Intensifies Succession Planning For CEO Tim Cook." "The iPhone maker's board preparing for its longtime leader's step down as early as next year." John Turnus, Apple's senior vice president of hardware, is widely seen as Cook's most likely successor, although no decisions have been made. So, basically, everyone's been leaking this, whether it's Bloomberg, whether it's the Financial Times here. And of course, Apple is not commenting because they'll, they'll talk about who they're going to move the market when they decide their next CEO. If they even, if they don't even stick with Tim Cook. Tim Cook, they might stick with Tim Cook for another two decades, who knows? But I like the idea that this photo came out being like, yeah, I'm not leaving.

• 11:18Jordi Hays?

  No comment, but I'll make a statement.

• 11:20John Coogan?

  I'll make a statement, no comment, but I'll make a statement. Something is rotten in Cupertino, all about the failure of, of Apple Intelligence. And when we talked to Mark Gurman, we saw, Gurman was also saying like, yes, like Cupertino really was shook by the, like, dropping the ball on, on Apple Intelligence, by missing AI. But I, I still wonder if all of this is, is, there's all these rumors, oh, Tim Cook's gotta go.

• 11:48Jordi Hays?

  Imagine if you post that picture. If we see a real correction in AI, just post caption, do nothing, win.

• 11:55John Coogan?

  Get ready for the fake news hour.

• 11:57Jordi Hays?

  Peter Thiel sold his entire stake.

• 12:00John Coogan?

  Everything.

• 12:00Jordi Hays?

  Nvidia and 76% of his friend's company Tesla.

• 12:06John Coogan?

  So this is from one of those 13 F's disclosure form with the SEC from Thiel Macro. Zero Hedge sort of sums this up where he says, Peter Thiel net worth 20 billion, Thiel Macro AUM 75 million. Like what's going on? What make it make sense? It's almost certainly because of disclosure rules, like what needs to be disclosed. Might only be a fraction of what's actually going on there. I think the reason why this made headlines is just because it feels like something that might happen. Like, like if, if instead this headline had been, oh, like Peter Thiel went on a podcast and said that he thinks the AI bubble is

• 12:48John Coogan?

  has reached the top, everyone would just be like, oh yeah, like that's, it feels like people have been waiting for someone to call the top. And so they're really, really like digging in for top signals and top calls. The other three holdings are still big tech companies. So it's not like super bearish. It's like, there's some Microsoft in there. I think there's some Apple in there.

• 13:06Jordi Hays?

  Yeah. And the Thiel, the Thiel Macro team is trying to generate the greatest returns that they possibly can.

• 13:13John Coogan?

  Go viral. They're trying to go as viral as possible.

• 13:16Jordi Hays?

  They don't care about IRR. They just want to go viral. They're just trying to create headlines.

• 13:20John Coogan?

  Situational awareness 13 F for Q3 dropped Friday. Nick Carter broke it down. Massive new $500 million positioning core weave. Big adds to core, uh, CORZ and iron, uh, added some new miners. Intel, Intel calls remain unchanged, trimmed Broadcom, a couple of other names here. And, uh, Nick is giving it some, uh, some context. All these numbers are as, are, are. As of 9:30, many of these names sold off since then. Portfolio value, counting notional value of options doubled from 2.12 billion to 4.15 billion, mostly due to 1.5 billion of new cash. So

• 14:04Jordi Hays?

  Let's give it up for new cash injection.

• 14:05John Coogan?

  We gotta ring the

• 14:07Jordi Hays?

  Situational awareness had a half a billion dollar new CoreWeave position as of basically the beginning of October.

• 14:16John Coogan?

  You told me like, oh yeah, like the, the, the company that really is like the most indexed to the AI wave is down 46%. I'd be like, wow. So this is like the total popping of the bubble, complete pop. It's over. When the metaverse bubble popped, when, you know, when, when crypto bubbles pop, like Bitcoin trades down 50%, 60%, like, and then it's over and then you start rebuilding, right? And yet the overall market feels nowhere near popped, right? Like you would, you would expect Nvidia to be maybe like, you know, selling off more. CoreWeave is just in a, is, is just in a unique position.

• 14:52Jordi Hays?

  Yeah. The question is like, are like, is it going to be a true hedge fund? Like, is he going to make money?

• 14:58John Coogan?

  In a down market?

• 14:59Jordi Hays?

  In a, in a, in a correction.

• 15:01John Coogan?

  Blue Owl investors faced hefty, face hefty losses as credit fund blocks exit ahead of merger. Blue Owl has blocked redemptions in one of its earliest private credit funds as it merges with a larger vehicle overseen by the asset manager in a deal that could leave investors with large losses. They could lose about 20% of their holdings. The deal underscores the risk that retail investors have taken in pouring hundreds of billions of dollars into private debt funds carrying limited liquidity rights. It comes as scrutiny builds on the valuations and returns on private credit funds, which have caused publicly listed debt funds to sell off and trade at steep discounts to the stated value of their assets.

• 15:43John Coogan?

  And so we, we, we talked about this, I think on Friday, but Blue Owl has been selling off this year and they said, we should be performing better than everyone else. But it feels like a little bit of the narrative might be around liquidity here. Good luck if you're hanging out in Blue Owl Capital. Today, we're announcing a new $40 billion investment in Texas through 2027 to build cloud and AI infrastructure and support thousands of new jobs.

• 16:09Jordi Hays?

  Yeehaw.

• 16:10John Coogan?

  This includes new data centers in Armstrong and Haskell counties. And a major investment to strengthen energy resilience and abundance. We're also providing funding to more than double the projected pipeline of new Texan electricians.

• 16:23Jordi Hays?

  There we go.

• 16:23John Coogan?

  To power the AI era.

• 16:25Jordi Hays?

  It's the golden age of being, uh, the golden electrician age. Where you get flown around in private jets to different data centers.

• 16:33John Coogan?

  Yeah, you do. You do. That's right. So $40 billion investment, thousands of new jobs. That feels like a higher ratio than, what was the other example you kept quoting? Something like 500 jobs for some anthropic data center or something?

• 16:46Jordi Hays?

  It was the anthropic data center. They were like, we're investing 50 billion. Wall Street blows past bubble worries.

• 16:52John Coogan?

  Oh, yeah.

• 16:53Jordi Hays?

  To supercharge AI spending frenzy. And they say firms such as Blue Owl Capital have raised trillions in investing firepower. The AI buildout is a perfect match. The warning signs are flashing.

• 17:03John Coogan?

  Does Blue Owl have better PR or worse PR than Aries? They seem to be quickly becoming the main name that everyone knows in private credit. And to my knowledge, like, they are not the only firm in the category.

• 17:20Jordi Hays?

  They have the dot com. They have blue owl.com.

• 17:23John Coogan?

  Blue owl.com.

• 17:26Jordi Hays?

  Not long ago, Blue Owl Capital was an upstart investment firm that lent money to midsize US companies such as Sara Lee Frozen Bakery.

• 17:33John Coogan?

  Whoa.

• 17:34Jordi Hays?

  These days, the firm is financing massive data centers costing tens of billions of dollars for the likes of Meta and Oracle. A sign of just how quickly Wall Street has become the enabler of America's AI boom. Fund managers such as Blue Owl amassed trillions of dollars of investing firepower and have been hunting for big deals where they can put that money to work. They found slim pickings for years until a perfect match appeared in AI, which has provided a bigger target than anything in history due to the vast sums tech companies need to ramp up computing power. Does it even matter if you keep counting after you get to 1 trillion of capital expenditure in the next couple of years?

• 18:08John Coogan?

  This is insane. You. Doesn't even matter? You really undersold this. Doesn't even matter?

• 18:14Jordi Hays?

  While David Gata DJ, the Blue Owl executives cut a deal to acquire IPI Partners, an investment firm that owned and operated big data centers for Amazon and Microsoft. Blue Owl already had close ties with the organizer of the treat, Iconic Capital, which manages the personal fortunes of Silicon Valley elite, including Zuckerberg, and was a part owner of IPI. The purchase gave Blue Owl a seat at the table to bid on mega AI financing. Let's give it up for mega AI financing. Not long after, it got arranged, it got picked to arrange a $14 billion package for an Oracle and OpenAI data center in Abilene, Texas. Then last month, Blue Owl raised about $30 billion to build an AI data center for Meta in Louisiana, putting in $3 billion of its clients' money and borrowing the rest.

• 18:56Jordi Hays?

  Silicon Valley's biggest players are flush with cash and are able to fund much of the initial AI build out from their own coffers. As the dollar figures climb ever higher, they are turning to debt and private equity, spreading the risks and potential rewards more broadly across the economy. Some of the financing is coming from plain vanilla corporate bond sales, but financiers are making far bigger fees off giant private deals. Virtually every Wall Street player is angling to get a piece of the action, from banks such as JP Morgan and Morgan Stanley to traditional asset managers like BlackRock. Investor appetite for data center debt is so strong that some money managers have booked billion dollar gains in a matter of days. Let's give it up for booking billion dollar gains in a matter of days. People say there's no such thing as free money, but kind of seems like,

• 19:40Jordi Hays?

  could be in a kind of a free money situation here.

• 19:42John Coogan?

  We do know for certain is that the big tech companies that want the world to spend trillions have huge financial incentives to be believers. If you haven't noticed, Wall Street is also being paid a lot to promote the story.

• 19:55Jordi Hays?

  And this is, this is the line that stood out the most to me because like on the West Coast, you have the labs, which are effectively every single person, as well as the investors, are incentivized to keep, uh, keep the, the current, uh, you know, AI super cycle narrative going.

• 20:12John Coogan?

  Yes.

• 20:12Jordi Hays?

  And then on the East Coast, you have Wall Street, who is getting paid to effectively do the same thing. So you have, you know, these two centers of power that are both incentivized to keep the party going. In that same letter, uh, Einhorn, uh, and Greenlight said, basically the way it is today, a consumer or business spends $1 on a chat GPT subscription, which is OpenAI revenue. Then OpenAI provides the service by spending $2 on Microsoft AI infrastructure, which is Microsoft revenue. Then Microsoft spends $0.60 leasing GPUs from CoreWeave to handle the compute load, which is CoreWeave revenue. And then CoreWeave spends $2.40 on chips from Nvidia and another $2.40.

• 20:54John Coogan?

  Yes, but you're completely discounting exactly how addicted the 4O user is. They will pay any amount.

• 21:00Jordi Hays?

  His final investing decision was to buy Google.

• 21:03John Coogan?

  This is amazing.

• 21:04Jordi Hays?

  I think that's beautiful.

• 21:05John Coogan?

  He doesn't even need to say who he's talking about. It's like so obvious. It's Warren Buffett. Not enough people are emotionally prepared for if it's not a bubble. It's a good post. It's like, is it a bubble if all the big tech companies rip and there's like a couple Neo clouds that trade down a little bit? Like, there's like, you know, one or two application layer companies that burn a bunch of VC dollars, but there's still a new hyperscaler that's born? Like, kind of. I guess it's a bubble, but it's a survivable bubble. Still crazy to me that Steve Jobs slash Apple invented the word podcast and that it's a mix of iPod and broadcast. And apparently this isn't true.

• 21:44John Coogan?

  A BBC journalist, Ben Hammersley, coined it in a 2004 Guardian article, but then it got ported back to Apple and the term podcast was adopted.

• 21:58Jordi Hays?

  It's always felt like a very boomer term.

• 22:00John Coogan?

  Yeah.

• 22:00Jordi Hays?

  And it makes sense. I never knew that it was a combination of.

• 22:04John Coogan?

  Oh, you didn't know? That it was iPod plus broadcast?

• 22:07Jordi Hays?

  Yeah.

• 22:07John Coogan?

  Yeah, what else? Who actually makes money when robots work? Looking into some of the venture funding that's flowing into humanoid robotics. He is trying to create a field guide for separating the real companies from the grifters. Talks about OneX. The home robot costs $20,000 upfront or $4.99 a month. The website looks like every other VC-funded D to C brand from 2015.

• 22:35Jordi Hays?

  Who actually makes money, though, when they work? Is it the call center operators?

• 22:39John Coogan?

  I would not bet against Elon on this. I believe that the hardware manufacturer will ultimately be the one that makes money in the long term. I think that the, everything else is more commodity in the stack, but there is going to be a compounding advantage to actually having the manufacturing capability to build the robots at scale. Now, this is years away, but I'm certainly AGI-pilled in the sense that the tele-operation will become, will become less and less important and the Tesla model of having a economically producible product will be very, very important.

• 23:15Jordi Hays?

  Shenzhen-based company Ubtech claims to have completed the world's first mass delivery of humanoid robots. And the Shenzhen-based company has secured apparently over 112 million in Walker S2 orders this year. Look at the reflections on this bot and then compare them to the ones behind it. The bot in front is real, everything behind it is fake. If you see a head unit reflecting a bunch of ceiling lights, that's a giveaway, it's CGI. He's putting Ubtech in the truth zone and then Christopher comes over the top and puts him in the, and it says, such an embarrassing post for a CEO at this level to make. Do

• 23:56Jordi Hays?

  you want a million robots in, in American homes that could have, you know, the sci-fi scenario where you have a backdoor?

• 24:05John Coogan?

  Yeah. Like the argument against DJI was always like, well, you know, if some tiny drone is in your bottom, you know, sock drawer, like what's it gonna do? It's not just gonna bust out of there, but like, a humanoid robot will just bust out of the, whatever you put them in, unless you store them in your, like, your gun safe or something, walk-in gun safe. Okay, Ubtech, industrial walkers, they've been pumping these out. It feels like, the question has never been, can China make a lot of these things? Like, obviously they can.

• 24:36Jordi Hays?

  In the, in the bio, they said, they said it looked too perfect to be real. And then they used some chat GPT slot, but perfection isn't fabricated. It's delicately.

• 24:45John Coogan?

  No.

• 24:48Jordi Hays?

  It's so good.

• 24:50John Coogan?

  You know, you know, for a long time, people were saying that there was no way to watermark AI created content with because like, oh, how would you do it? You change one. It's like, actually, all AI content is watermarked. It turns out it's just perfectly watermarked. Uh, yeah, this looks real to me. I don't know. It also could be CGI, honestly.

• 25:11Jordi Hays?

  It's pretty funny to see Brett say this was all faked.

• 25:14John Coogan?

  Yeah, it it looks it looks real. I mean, it would be way that they could have done so much better to make this look real. Put a bunch of humans there, touch them. A lot of the hard part in CGI is the handoff between the CGI character and the human character. And so what you should be doing is you should have a human who takes like a smoothie and pours it on top of the robot and then like wipes the robot off clean with a towel and you're seeing how the fluids interact with the robot, interact with the person. And like that was, that was not actually that satisfactory. I don't know. I think, uh, I don't know. I'm

• 25:54John Coogan?

  not calling it fake, but it could be fake because CGI is really, really good. Like CGI just is at that level where that's possible. Um, anyway.

• 26:04Jordi Hays?

  Yeah, we know the, we know the caption or the, the description of the video was AI generated.

• 26:09John Coogan?

  That is hilarious that they, they had to use it for the caption. It's like, it's like AI on it. And it's like, after all, it is an AI company. Like it would be on brand. Thank you for tuning in. Great show today. Have a good evening. We'll see you tomorrow.