AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN

Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN.com is made possible by: Ramp - https://Ramp.com https://ramp.com/ AppLovin - https://axon.ai https://axon.ai/ Cognition - https://cognition.ai https://cognition.ai/ Console -https://console.com https://console.com/ CrowdStrike - https://crowdstrike.com https://crowdstrike.com/ ElevenLabs - https://elevenlabs.io https://elevenlabs.io/ Figma - https://figma.com https://figma.com/ Fin - https://fin.ai https://fin.ai/ Gemini - https://gemini.google.com https://gemini.google.com/ Graphite - https://graphite.com https://graphite.com/ Gusto - https://gusto.com/tbpn https://graphite.com/ Labelbox - https://labelbox.com https://labelbox.com/ Lambda - https://lambda.ai https://lambda.ai/ Linear - https://linear.app https://linear.app/ MongoDB - https://mongodb.com https://mongodb.com/ NYSE - https://nyse.com https://nyse.com/ Okta - https://www.okta.com https://www.okta.com/ Phantom - https://phantom.com/cash Plaid -https://plaid.com https://plaid.com/ Public - https://public.com https://public.com/ Railway - https://railway.com https://railway.com/ Ramp -https://ramp.com https://ramp.com/ Restream - https://restream.io https://restream.io/ Shopify - https://shopify.com https://shopify.com/ Turbopuffer - https://turbopuffer.com https://turbopuffer.com/ Vanta - https://vanta.com https://vanta.com/ Vibe - https://vibe.co https://vibe.co/ Follow TBPN: https://TBPN.com https://tbpn.com/ https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

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

• 0:01John Coogan?

  We have a massive show for you today, folks. $15 billion raised by Andreessen Horowitz. We're going to be taking you all over the place today. But we're going to start with Steve Jobs' Apple. We're going back into Cupertino because there's a rumor that Tim Cook might step down sooner than expected. His compensation, we've talked about it a lot, 74.29 million per year. Salary's $3 million. Stock awards, $57 million. Non-equity incentive compensation, he gets a $12 million bonus if he does well. He gets $21,401 K. Personal use of private jet, $800 K on that. That's nice to see.

• 0:44Jordi Hays?

  Only $800 K?

• 0:45John Coogan?

  Vacation cash out of $56 K. Security expenses. They're paying $900,000 a year to secure him. That's going to be a whole team of people. Probably some jacked tier one operators following him everywhere he goes. But he is rumored to be out. Apple Tracks says, "Apple CEO Tim Cook has told senior leaders that he is tired and would like to reduce his workload."

• 1:06Jordi Hays?

  I doubt they wanted that quote specifically to leak.

• 1:11John Coogan?

  But it did via the New York Times. So rumors suggest he could announce a plan to retire as early as this year. Of course, the rumor is that John Turnus might step into that role. With Tim Cook having recently turned 65 years old and a number of other senior Apple executives having already departed in recent months or heading for the exits, there has been a significant focus on Apple's plans for who will succeed Cook as CEO. I was hoping for a Warren Buffett third act from Cook. I was hoping for him to just say, "I'm just hitting my stride. 65 to 95, that's where I'm going to do my best work."

• 1:47Jordi Hays?

  That's my window. You haven't seen any compounding yet.

• 1:50John Coogan?

  It's a completely underrated era for business leaders. If you can stay in the game and continue to compound from 65 to 95, that's where the sweet spot is. You just get ready to lock in, not check out. But he might be.

• 2:04Jordi Hays?

  We love to joke about him being underpaid. I actually think he is, or he has been.

• 2:09John Coogan?

  Seriously? For how big of a company he is and what he's done to the stock.

• 2:11Jordi Hays?

  The nominative determinism of Tim Cook coming in and just absolutely cooking.

• 2:16John Coogan?

  He's fucked.

• 2:17Jordi Hays?

  As long as he has, it will always be remembered.

• 2:20John Coogan?

  Yeah, so several recent reports have identified Apple's senior vice president of hardware engineering, John Turnus, as likely to be named the next Apple CEO. And the New York Times has now shared a profile of Turnus with some context on his expertise and how he's viewed within the company. According to sources who spoke with the New York Times, Apple has begun accelerating its planning for Tim Cook's succession last year, with Cook having expressed a desire to reduce his workload, while software chief Craig Federighi, services chief Eddie Q, marketing head Greg Jaws, and retail HR chief Deidre O'Brien have all reportedly been seen as potential candidates. Turnus appears to have shot to the front of the pack, with Cook likely to remain as chairman of the company's board of directors.

• 3:05John Coogan?

  Oh, so he's not completely out to pasture. He'll be in the boardroom. Turnus is known for his expertise as an engineer, having worked on many of Apple's devices through, although he is known, quote, "more for maintaining products than developing new ones." Big question about what the next decade or two of Apple's product roadmap actually looks like. How many more new products do they need? They sort of have one thing in every category. If we go through a major form factor shift, that could be an issue. But in general, if you have someone who's really good at maintaining products and keeping dominant market share, driving up margins, that could be the right person for the job. Quote about John Turnus, "He's a nice guy." Let's hear it for him. Sometimes nice guys finish first, you know? They always say nice guys finish last.

• 3:49John Coogan?

  I think that's a bit of fake news. This is from former Apple engineer Cameron Rogers. Quote about John Turnus, "He's someone you want to hang out with." I love it. He's just a good hang. Everyone loves him because he's great. Has he made any hard decisions? No. Taking shots at your boy. Hey, we just like hanging out with the guy. We just like hanging out. Has he had to do any real work ever? No. Has he made any, a single hard decision in his life? I'm sure that's not true. But it does characterize his role, I guess. He hasn't been in the CEO seat, so he probably hasn't had to make crazy decisions like, should we launch Apple Vision Pro now or later? You know, he's not the one. He's just like, you told me to launch it, I got it done, right?

• 4:34John Coogan?

  That's his role.

• 4:35Jordi Hays?

  Should we make the iPhone less durable?

• 4:38John Coogan?

  That's a hard decision. Are there hard problems he's solved in hardware? Also, no. What? This is an insane quote. Wow. Turnus and others may quibble with that assessment. However, as Turnus has been involved with a number of innovative products over the years, including spearheading effort to develop the iPhone Air and working on the upcoming foldable iPhone, that's exciting. Turnus is seen as a natural successor to Cook, even with an even temperament, strong attention to detail, and an intimate knowledge of Apple's supply chain. That's obviously very good. But he may not bring the visionary focus and willingness to take risks that Steve Jobs had.

• 5:18John Coogan?

  Will John Turnus, if he steps into the role of CEO of Apple, will he bring the visionary focus and willingness to take risks that Steve Jobs had? That's a tall, tall order. I think Tim Cook's executed extremely well. He hasn't even, it doesn't really seem like he's tried to bring a visionary focus. He's been the operator.

• 5:40Jordi Hays?

  He's a supply chain visionary.

• 5:41John Coogan?

  Yeah, visionary in his own way. You were thinking, and we've been discussing, this need for a Steve Jobs of AI, a visionary leader in AI. We have a number of household name type CEOs, Sam Altman, Elon Musk, Dario Amade, Demis at Google DeepMind. But we don't quite have that Steve Jobs. Maybe that's too tall of an order, but you still think it's necessary. So walk me through your thinking.

• 6:10Jordi Hays?

  Yeah, everybody's worried about not having a job because of AI. Well, AI needs a Jobs too. They need a Steve Jobs.

• 6:18John Coogan?

  Yeah, oh, I didn't get that. That's good.

• 6:20Jordi Hays?

  We've talked about this a little bit this week. I tried to summarize it today in the newsletter. I went back and looked at the history of the phrase tech clash. It was originally coined by Adrian Woolridge in The Economist in 2013. He correctly predicted that, quote, "The big developments of 2014 will be the growing peasants revolt against the sovereigns of cyberspace. The silicon elite will cease to be regarded as geeks who happen to be filthy rich and become filthy rich people who happen to be geeks." Over the coming years, he was entirely correct. It was actually in 2018 that Techlash was the runner up word of the year.

• 6:53John Coogan?

  No way.

• 6:53Jordi Hays?

  So he, he like called it perfectly. Obviously you had the Cambridge Analytica scandal. Uh, which is actually finally going to be, uh, dramatized this year with the social network too.

• 7:04John Coogan?

  That's coming out this year. Do we have a release date yet for that?

• 7:06Jordi Hays?

  I don't think so.

• 7:07John Coogan?

  Okay.

• 7:08Jordi Hays?

  But it is in the works. Um, and then yeah, just growing concerns about monopoly power, privacy, uh, democracy censorship.

• 7:16John Coogan?

  Really quickly, Tyler, October 9th, 2026.

• 7:19Jordi Hays?

  Yeah, that's what I'm seeing as well. There we go. Okay, we do.

• 7:21John Coogan?

  Okay. Book the tickets now. It's going to be entertaining.

• 7:24Jordi Hays?

  This would be a good, we should organize, we should, we should, uh, actually, I don't know. I, I'm not sure that this movie is, I, I expect this movie to hit like 10%.

• 7:34John Coogan?

  Yep.

• 7:34Jordi Hays?

  Or potentially negative in comparison to the social network one.

• 7:38John Coogan?

  I agree. I agree.

• 7:38Jordi Hays?

  And so I think it might be the kind of thing you get a bunch of people to go and it's just like, okay, that, that was.

• 7:42John Coogan?

  The social network, the original movie is, is a really good Rorschach test for, are you going to have a good time in tech? Like if you ask someone who is thinking about working at a company or a tech startup, like what'd you think of the social network? And they're like, oh, I thought it was like awful and like, I hated all of it and there were no heroes. Well, they're probably not going to enjoy tech, but if they came away from it being like, oh, well, it's actually really inspiring. Because he just coded a thing in his, in his dorm room that became really big. And yes, there was drama and, and fights over who gets what on the cap table, but, uh, even Eduardo Severin became a multi billionaire. So, you know, sort of an aim for the moon, land amongst the stars situation.

• 8:23John Coogan?

  Most people, most tech insiders, if you ask them about the social network, they were like, that was inspiring. I listen to the music all the time. It inspired me to grind harder.

• 8:32Jordi Hays?

  Yes. I'll continue. So first Techlash is all about how is this impacting our mental health? How's this impacting our democracy, uh, the foundations of our country, society, privacy, uh, you know, censorship, et cetera. Uh, the second Techlash has begun, feels like it started last year. You know, this is one of those things like, yeah, you don't really know. Like sometimes it takes a while to realize like, okay, we're in this thing now that we can look back and see how public opinion has been forming around this. So I believe the average American believes that technology and now AI is now like a threat to their way of life. So I was looking at-

• 9:09John Coogan?

  There were rumors of the tech lash in 2024 when the image generators came out. A lot of the arts community were saying this is really, really bad. It's going to put artists out of jobs. The thumbnail community on YouTube was upset, but this year it's solidified around. There's like three or four key points, key talking points. If you talk to someone, why don't you like AI? Well, it's stealing copyrighted information. It's slop. It's putting people out of jobs. It's stealing water and stealing power. And each one of those is somewhat-

• 9:42Jordi Hays?

  The first tech lash was like, okay, these tech, our lives are now existing in these platforms. And they are in some ways more powerful than the government. Maslow's hierarchy of needs pulled up. And I was just like going through and looking at physiological needs, right? Air, water, food, shelter, sleep, clothing, reproduction, safety, personal security, employment, resources, health, right? All these different things. And then you just go up and you can see that like, there's good reason for the average American to just kind of believe like AI is going to mess all of this up, right? So starting at the bottom, Americans have heard that data centers use a lot of water. It's not necessarily factual. Sure, sure, water is used in the process, but we're not like, you know, blowing through water at the rates that the public sort of sees.

• 10:24John Coogan?

  I was joking about this online. I was hypothetically debating with a AI doomer about water usage. Well, are they long water stocks? Because if you, if you believe that AI is going to use all the power and you bought GE Verona, you did very, very well. But the water stocks have not mooned. So, hey, D cells who think AI is going to use all the water, maybe you got to put on a long position.

• 10:47Jordi Hays?

  Yeah, or just privatize a public utility, you know, become a monopolist.

• 10:51John Coogan?

  AI does use a lot of power and there's a lot of investment these days that can be built on top of the semi-analysis energy model. Why doesn't semi-analysis have a water model? Oh, because it's actually not a bottleneck to anything.

• 11:02Jordi Hays?

  Yeah. So the power thing is- Is is more real. I have to imagine people are reading an article. Oh, your power bill might be going up. If your power bill just goes up because it's a winner, you're like, oh, thanks, AI.

• 11:13John Coogan?

  Yep, yep, totally.

• 11:14Jordi Hays?

  I, you know, I didn't ask for this. So they've seen Terminator two, so they can imagine kind of like the sci fi scenario playing out. That's one factor. If they're super online, they might have heard like the Casey Hanmer or other people have talked about this, like solar panels. You know, an AI system just saying like, hey, actually this farmland, I could use it better than you humans.

• 11:35John Coogan?

  Remember that Ilya video?

• 11:37Jordi Hays?

  Oh, yeah, yeah.

• 11:38John Coogan?

  So he did an interview with the San Francisco Chronicle. It was this video. It was like a video documentary almost where they were interviewing him, but there was no questions. So you never saw who was asking the questions, but he was giving his answers and he's sort of like sadly walking around on a gloomy beach. It's like very moody and.

• 11:54Jordi Hays?

  I would say it's he was aura farming. He looked sick.

• 11:57John Coogan?

  Yeah.

• 11:58Jordi Hays?

  He was over the.

• 11:59John Coogan?

  He did aura farm San Francisco a little bit, but as I was getting dressed up as him for Halloween, we were playing that video. And the makeup artists who were who were applying the Ilya Sutskever, you know, all the makeup to me. We're watching that being like, that's not inspiring at all.

• 12:18Jordi Hays?

  Okay, yeah, and I didn't even include that in here, but that's like the reaction, like every time people hear leaders at labs talk.

• 12:25John Coogan?

  Yes.

• 12:25Jordi Hays?

  They're like, turn it off.

• 12:26John Coogan?

  As opposed to you could show someone an Apple ad or Steve Jobs clip and and it would be like, oh, dancing on your wired headphones with your iPod. Like, I love music. They're making music available. Great. I love it. And there were so many things that were just inspiring.

• 12:43Jordi Hays?

  Yeah, moving up the pyramid, people have been told that AI is coming for their jobs. Some people have like actually had an experience. That made them feel like, whoa, I thought I was, I thought what I did was unique and special, but now I'm watching.

• 12:56John Coogan?

  AI do my job.

• 12:56Jordi Hays?

  Trying to do it on my own computer.

• 12:58John Coogan?

  Yep.

• 12:58Jordi Hays?

  Maybe, you know, imagine somebody that's driving for Uber and Lyft and all day long they're driving and they're just seeing way they're sitting next to Waymo's in traffic and you're looking over and there's no one in the seat like. That's ominous. That's, that's, that's going to be scary if that's how if how somebody puts food on their table. And then every single CEO last year was saying like, we have, you know, fortunately, we have increased efficiency due to AI.

• 13:18John Coogan?

  Yeah.

• 13:18Jordi Hays?

  And so we've laid off 10,000 people, right? And so a lot of that is just kind of like spin, marketing, et cetera, but that's what people are hearing, right?

• 13:25John Coogan?

  Totally.

• 13:25Jordi Hays?

  And then you look at what are the AI leaders are actually saying. So Ilya talking for 10 minutes, people are like, whoa. That doesn't seem good. Ilya is saying like,

• 13:36John Coogan?

  He's saying like, let's not do that. He's trying to prevent that bad scenario.

• 13:40Jordi Hays?

  Sure, sure, sure.

• 13:41John Coogan?

  But it still reads like, whoa, I didn't realize they were taking that seriously.

• 13:45Jordi Hays?

  Yeah, so you look at the quotes, just you could easily look up quotes from Dario. Obviously, he had his quote, "AI could wipe out half of all entry-level white-collar jobs and spike unemployment to 10 to 20% in the next one to five years." Elon had a good quote from over a decade ago. He said, "With AI, we are summoning the demon."

• 14:04John Coogan?

  Some people today might say the demon has been fully summoned.

• 14:07Jordi Hays?

  Fully summoned.

• 14:07John Coogan?

  Fully summoned.

• 14:08Jordi Hays?

  And Sam obviously said at one point, "AI will probably most likely lead to the end of the world, but in the meantime, there'll be great companies." And so this kind of messaging, credit to them, it's like super effective for fundraising, right?

• 14:22John Coogan?

  Sure.

• 14:23Jordi Hays?

  If somebody's saying like, "All jobs will be wiped out, the world will be destroyed."

• 14:27John Coogan?

  Yeah.

• 14:27Jordi Hays?

  But in the meantime.

• 14:28John Coogan?

  There's a lot of funds that are long demon. You know, you're just like,

• 14:31Jordi Hays?

  The demon thesis.

• 14:32John Coogan?

  The demon, the free cash flow from demons.

• 14:34Jordi Hays?

  Yeah, so it's like, if you're sitting there being like, "If AI is going to eliminate my job, I want to own a piece of it, so, you know, maybe I can benefit from it." So the big issue is like, anybody that's hearing all these, like, why would they actually be excited about AI? Right? Even though, even though it is so incredible in so many ways.

• 14:50John Coogan?

  It's not that they're not pitching it like Steve Jobs pitched GarageBand, which was like, "Now anyone can be a musician. Now anyone can be their own doctor." Is inspiring, but it's just like, they are fighting an uphill battle because of those other quotes.

• 15:03Jordi Hays?

  Yeah. If somebody is kind of like generally scared of AI, what content do you point them towards? Typically, you'd want to point them towards the people building it. So I've just been feeling like there's this,

• 15:13John Coogan?

  Gap.

• 15:14Jordi Hays?

  Gap, Steve Jobs-sized hole, right? He had plenty of concerns about technology. He shared them freely. Somebody once asked him, "So your kids must love the iPad." Then he said, "My kids haven't used it." And he just said, "We limit how much technology we have in the home." He did talk about like losing the PC race to international business machines. He said, "If for some reason we make some big mistake and IBM wins, my personal feeling is that we're going to enter a computer dark age for about 20 years."

• 15:42John Coogan?

  Yeah.

• 15:42Jordi Hays?

  You can imagine like Sam saying something like that around like, you don't want, and you've seen the internal sort of messages between him and Elon talking about like losing to Google, right?

• 15:50John Coogan?

  To Google, yeah.

• 15:50Jordi Hays?

  It's like, "Oh, we don't want Google to control the AI god," right?

• 15:54John Coogan?

  Yeah.

• 15:54Jordi Hays?

  1994, Rolling Stones interview, Rolling Stone interview. The interviewer said, "Nevertheless, you've often talked about how technology can empower people." How it can change their lives. Do you still have as much faith in technology today as you did when you started out 20 years ago? Steve says, oh, sure. It's not a faith in technology. It's faith in people. Technology is nothing. What's important is that you have faith in people, that they're basically good and smart. And if you give them tools, they'll do wonderful things with them. It's not the tools that you have faith in. Tools are just tools. They work or they don't work. It's people you have faith in or not. Yeah, sure. I'm still optimistic. I mean, I get pessimistic sometimes, but not for long. I wrote the facts of the fact Steve Jobs was not one to shy away from impressive specs

• 16:38Jordi Hays?

  and massive scale, but flipping the final line from AI will cure cancer to humans will use AI to cure cancer makes all the difference. Apple put human centrality at the heart of everything they did, even when they were talking about something like a CNC to mill an aluminum block into a MacBook Pro. The focus was not on the CNC. It was on what it allowed the human being to do. So yeah, at the end of this, I just said, like, I think AI has a massive narrative problem right now. The narrative is working within the industry. It's not working for people that are outside the industry. And I just don't, I really don't think it has to be this way.

• 17:13John Coogan?

  So there's some massive news from Meta. They are doing a big deal with Oklo to build nuclear power plants. The headline from the Wall Street Journal is Meta Unveils Sweeping Nuclear Power Plan to Fuel Its AI Ambitions. Meta Platforms on Friday unveiled a series of agreements that would make it an anchor customer for new and existing nuclear power in the United States, where it needs city-sized amounts of electricity for its artificial intelligence data centers. The Facebook parent said it would back new reactor projects with the developers Terra Power and Oklo and has struck a deal with the power producer Vistra, which is up 11% today, to purchase and expand the generation output of three existing nuclear power plants in Ohio and Pennsylvania.

• 17:57John Coogan?

  Meta aims to see the first new reactors delivered as early as 2030 and 2032.

• 18:03Jordi Hays?

  I just view Meta as like a nation state.

• 18:06John Coogan?

  Yeah, well, so the problem is the globe. It's impressive. Meta operates all over the globe, but why aren't you thinking bigger? Who's the director of solar system level energy development? Galactic energy production.

• 18:19Jordi Hays?

  True, true, true.

• 18:20John Coogan?

  Universal energy production. You should be producing energy all over the universe meta. Oklo and Meta making this announcement. 1.2 gigawatts is the total size of this nuclear campus in Pike County, Ohio. The agreement includes binding prepayment to support fuel procurement, enabling Oklo to advance early project work and secure fuel, adding new clean, reliable power to the grid. So let's move on to the big news of the day. Andreessen Horowitz raised $15 billion. Why are we here? Why did we raise $15 billion? Massive suite of new funds. The haul represents 18% of all venture capital dollars allocated in the United States in 2025. A16Z is now at $90 billion of AUM.

• 19:05Jordi Hays?

  Andreessen Horowitz hears your feedback that it's too loud, that it would shut up and dribble, that it should shut up and dribble politically speaking, that you don't agree with a recent investment or two, that it's unbecoming to quote the Pope, that there's no way it will ever generate a reasonable return for LPs on such enormous funds. A16Z does hear you. It has been hearing you at this point for nearly two decades.

• 19:28John Coogan?

  Overnight success.

• 19:29Jordi Hays?

  And then he goes into a bunch of the history and the news.

• 19:32John Coogan?

  But there was some spice. We got to get to the drama. So Andreessen Horowitz, they put out this image, why we raised 15 billion. We're all in on America. And what image do they use? They use Mount Everest. They're climbing Mount Everest. The metaphor is clear. It's the tallest mountain. We're the tallest mountain in venture. We got the most money. We're the biggest firm. But a lot of people are saying, hey, why'd you use a Chinese mountain? Why'd you use a Chinese mountain? It's Everest. It's over there in China. It's actually half in China, half in Nepal.

• 20:00Jordi Hays?

  White House officials have talked about a $5.7 billion payment for Greenland.

• 20:06John Coogan?

  Yeah.

• 20:07Jordi Hays?

  Right? Depending on what type of payment would be needed for a place like Nepal, right? You can imagine it being potentially less than that. We should insist that all data centers that are built are architecturally beautiful. In the neoclassic style.

• 20:19John Coogan?

  Yeah, Shom Sankar, you know, he, he wants data centers built that are architecturally beautiful in the neoclassical style. You, have you seen those photos of the AWS data centers that back up onto Virginia housing developments? So it's just like an idyllic few houses that just look like a normal neighborhood and then just behind you, massive white box.

• 20:43Jordi Hays?

  Like, I'm not leaving.

• 20:44John Coogan?

  Well, now you don't even get a box. You get a tent because now they gave up on their previous architectural design and now it's just a tent that maybe is more, more aesthetic. If you're going to do a tent meta, I think you should make it like a circus tent. Get some red and white stripes going. Get some constant, you know, clown music going.

• 21:05Jordi Hays?

  Yeah. Get the, get the workers in the data center to be wearing clown.

• 21:11John Coogan?

  Imagine being as locked in as the Kyoto architecture community was in 1397. I cannot believe this was built 700 years ago, 1600, 600 years ago. Explain what.

• 21:26Speaker 02

  So there, there's some lore here.

• 21:27John Coogan?

  Give me the lore, Tyler.

• 21:28Speaker 02

  Okay. So, so yeah, 1397 when it was built, I think in maybe 1950. So it was like a temple, right? So there's, there's monks that lived there.

• 21:38John Coogan?

  Okay.

• 21:39Speaker 02

  And I think it was 1950.

• 21:41John Coogan?

  For 500 years or 600 years.

• 21:43Speaker 02

  Yeah. The one was living there and he burned down the temple.

• 21:46John Coogan?

  Whoa.

• 21:47Speaker 02

  And then he tried to like commit suicide right outside it.

• 21:50John Coogan?

  Why? What's wrong?

• 21:51Speaker 02

  I don't know.

• 21:52John Coogan?

  It just wasn't locked in?

• 21:53Speaker 02

  No one knows what happened, but, but then, so this is actually, it was rebuilt and there's a good.

• 21:57John Coogan?

  But it was rebuilt in the same style?

• 21:59Speaker 02

  Yeah.

• 21:59John Coogan?

  So the architectural style is truly from 1397?

• 22:02Speaker 02

  Yes. I mean, there's, I think there's some questions about how much gold was actually used in the original, original design.

• 22:07John Coogan?

  Yeah.

• 22:07Speaker 02

  But there's a good Yukio Mishima book about this.

• 22:10John Coogan?

  Oh, really?

• 22:10Jordi Hays?

  I really want to bring back moats, right? The obvious thing that's missing from modern architecture. People talk about the material use, the form factor, but the obvious, the elephant in the room is a lack of moats in modern.

• 22:24John Coogan?

  Indeed.

• 22:24Jordi Hays?

  Architecture, we need to bring back moats, gators in the moats, potentially sharks. Yeah. People have like koi, koi fish, you know, ponds, but why not just go size it up a little bit, go for the shark, shark pond. Imagine, you know, people go out, they like the being relaxed and kind of like feeding the. Feeding the the the koi, but imagine just, you know, throwing like chicken breasts into the water for a shark. How relaxing that would be if you needed just, you know, 15 minute break from from work before you get back to your email job.

• 22:53John Coogan?

  In other news, they 3D printed a Starbucks. Starbucks has a new drive through in Texas, the coffee giant's first 3D printed store in the United States. The way it shows up, you basically get like a crane with a gantry that can move the the nozzle in an X and Y axis. And it just pours cement in loops, circles again and again and again.

• 23:14Jordi Hays?

  Okay, I need to know, I need to know how quickly they built this and how much it costs. Because if this came in at at 80%.

• 23:21John Coogan?

  They said it was it was two, two Gs, two grand.

• 23:24Jordi Hays?

  Starbucks was down to their last two grand.

• 23:27John Coogan?

  And they're just like, yeah, just 3D print it.

• 23:29Jordi Hays?

  What is a normal, what is the average Starbucks standalone building cost?

• 23:34John Coogan?

  Tyler asks, who is the architect? And Pete says, slop GPT.

• 23:38Speaker 02

  So the total investment range for Starbucks location is 760,000 to 2.2 million.

• 23:45Jordi Hays?

  See, that's not.

• 23:47Speaker 02

  It's kind of like right in the range there.

• 23:51John Coogan?

  Traditional Korean architecture with its visually rich, harmonious patterns produces lower levels of visual stress than modern facades with repetitive patterns, hard lines and high contrast materials, which are more likely to overload the visual system and contribute to discomfort, especially in dense urban areas. There's some research that suggests that having variation in your architecture actually can reduce stress, which is fascinating.

• 24:23Jordi Hays?

  Yeah, try to zoom in on this picture on the left. If you click in, because you can see the the one on the left, it's it's way for something, it just feels more organic or more natural, right? I think A16Z needs to build like a massive gold superstructure in the heart of San Francisco. Just carve out, you know, the, who knows what the fee structure is, but.

• 24:44John Coogan?

  Take half of it.

• 24:45Jordi Hays?

  Take half of the fees and just build a monolith, a monolithic monument.

• 24:51Speaker 02

  I think we should kind of look back to Charlie Munger's design for the UCSB.

• 24:56Jordi Hays?

  Yeah.

• 24:56John Coogan?

  Block in Dormzilla.

• 24:58Jordi Hays?

  He he just wanted, he just wanted everyone to lock in.

• 25:03John Coogan?

  Everyone to lock in and he was, he was killed for it. It was ridiculous.

• 25:07Jordi Hays?

  Pull up this article, you can see the design and just how many. Just how many rooms in this place are windowless? It is very, very powerful. So on the outside, it looks like. I think he just knew that people were only going to have a few. By the time this was built, people would only have a few years to escape the permanent underclass and windows would distract people. France will delay the G7 summit to avoid conflict with mixed martial arts.

• 25:34John Coogan?

  Really? On Donald Trump's birthday?

• 25:37Jordi Hays?

  Yeah, so they're going to delay Group of 7 summit to avoid a conflict with the mixed martial arts event planned at the White House on Donald Trump's birthday.

• 25:46John Coogan?

  Do you think they have a group chat for the G7? And it was like, hey, can we get together? We gotta get together.

• 25:50Jordi Hays?

  You gotta get together.

• 25:51John Coogan?

  We gotta do a summit.

• 25:52Jordi Hays?

  I miss you guys.

• 25:53John Coogan?

  Let's do a summit, guys. And Trump's in there just being like, I already told Dana I'm in. I'm watching UFC that day.

• 26:00Jordi Hays?

  It's happening in my house.

• 26:01John Coogan?

  It's happening in my house.

• 26:02Jordi Hays?

  It's gonna be really awkward if I'm not there.

• 26:03John Coogan?

  I gotta be there.

• 26:04Jordi Hays?

  I gotta be there.

• 26:05John Coogan?

  Let's plan another summit, another time. Well, speaking of Trump, Lip Buthon is in his good graces. Donald Trump posted.

• 26:12Jordi Hays?

  His new best friend.

• 26:13John Coogan?

  On Truth Social, he says, "I just finished a great meeting with the very successful Intel CEO, Lip Buthon, LBT, as he's called. Intel just launched the first sub-two nanometer CPU processor designed, built, and packaged right here in the US of A. The United States government is proud to be a shareholder in Intel and has already made, through its USA ownership position, tens of billions of dollars for the American people in just four months. We made a great deal, and so did Intel. Our country is determined..."

• 26:42Jordi Hays?

  You're kind of slipping into the...

• 26:44John Coogan?

  Oh, yeah. By the end of the year, I'm gonna have it down. "Our country is determined to bring leading-edge chip manufacturing back to America, and that is exactly what is happening." And people are asking for particular financial advice, which we won't, which we will not give. Just four months after the United States invested in Intel, that investment is already delivering tens of billions of value to the United States people. That momentum continues with Intel's new 1.8 nanometer processor and a major step

• 27:14John Coogan?

  Towards bringing semiconductor manufacturing back home. Let's play this clip from Liputan talking to Howard Lutnick.

• 27:22Speaker 03

  I have the pleasure today of welcoming Lipu. And he's come to the Department of Commerce to update us on how Intel has been doing since we made our historic investment in the company.

• 27:33Speaker 04

  Oh, thank you so much. I'm so delighted to come over here to see you with double the market cap. It's over 200 billion.

• 27:40John Coogan?

  200 billion.

• 27:42Speaker 04

  And also very exciting, we are now on our products, first time on the 18A production in

• 27:52Speaker 04

  Series 3 processor with multiple of our customer in US globally and using that is the most advanced process design and also using our most advanced

• 28:03John Coogan?

  Good music in the background.

• 28:05Speaker 03

  Right, so for the United States, we, we love the fact that Intel is doing leading edge work in America.

• 28:11Speaker 04

  In America.

• 28:12Speaker 03

  Right, 18A means 1.8 nanometer, 14A is 1.4 nanometer. I mean, think of how incredibly sophisticated and tiny that is. And complex. And then packaging. Yes. You take this little, little, little, little teeny thing and how you put layers and layers of sophisticated circuitry on top of it. And you do it with, you know, just the most amazing technology.

• 28:37John Coogan?

  Succession music.

• 28:37Speaker 03

  And you're going to be doing that in America, leading in America by a US company.

• 28:43John Coogan?

  Get yourself an investor that talks about your company like this.

• 28:46Speaker 03

  So we're proud of you.

• 28:47John Coogan?

  This is

• 28:48Speaker 03

  Okay, we're rooting for you and we need you to be successful for a living.

• 28:51Speaker 04

  Thank you so much.

• 28:52John Coogan?

  This is the new startup launch video. You do a deal, you raise some money from a VC and you got to put out a music, a video like that. You guys sitting down on the couch next to each other with the succession music and they explain your business, shake your hand and

• 29:06Jordi Hays?

  There's so many new formats.

• 29:07John Coogan?

  US oil executive is commenting on Venezuela. No one wants to go in there when a random effing tweet can change the entire foreign policy of the country. And deep dish enjoyers is LMAO. It is remarkable how online this administration is. You saw during the, you know, people have been celebrating the death of X. And yet during the invasion on, in one of the images of the, of the war room in the background on the TV was just X.com slash search for Venezuela. Let's see what people are saying. Well, in other news, OpenAI is reserving $50 billion for a stock grant pool.

• 29:49John Coogan?

  Jack Rains says 500 billion company doing 13 billion in revenue, projecting 50 billion in equity comp is so good.

• 29:55Jordi Hays?

  Price of SF real estate is going up.

• 29:58John Coogan?

  Price of the AI researcher going up, but they have the money to distribute. And with that, we'll say goodbye and have a great weekend.

• 30:06Jordi Hays?

  Have an amazing weekend.

• 30:07John Coogan?

  Thank you for watching.

• 30:08Jordi Hays?

  We love you.

• 30:08John Coogan?

  See you Monday.