Meta Connect 2026, OpenAI’s Australia ‘Incident,’ Bentley’s New EV | Diet TBPN

Diet TBPN delivers the best of today’s TBPN episode in 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 is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN: 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.

• 0:02John Coogan?

  Meta Connect, yesterday, Zuck likes going late. He 4:00 PM Pacific, 7:00 PM Eastern for the keynote.

• 0:09Jordi Hays?

  Well, because he wanted to roll straight from the keynote into some beer pong.

• 0:13John Coogan?

  Oh, that's true. We will get into that. Big, hot debate on the timeline over his beer pong strategy. But really, really tight keynote, very well organized, very clear, didn't overstay its welcome. Did three live demos. Last year, there was a hiccup with a live demo wifi, and I believe Boz triggered everyone's agents by using the wake word. So this time, he deliberately stayed away from using that wake word and used like the name of his agent. So he didn't cause a lot of chaos in the dome or in the studio, wherever they were. But a bunch of great announcements, really good pacing, really tight one-hour keynote.

• 0:52John Coogan?

  And it was fun watching Zuck like sort of do the live demos and be like, one down. Like, this is high stakes. Like, it was clearly high stakes for him, but he got through it all. No mistakes.

• 1:04Jordi Hays?

  Yeah, he had a funny line. He was like, and we love live demos here.

• 1:07John Coogan?

  Yeah. It's funny because like, he totally could just not do live demos, but he like wants to, so he pushes through it.

• 1:13Jordi Hays?

  I think you need to.

• 1:15John Coogan?

  Do you?

• 1:15Jordi Hays?

  I think you absolutely need to. People have bought so many random hardware devices.

• 1:20John Coogan?

  True.

• 1:21Jordi Hays?

  Haven't met expectations.

• 1:22John Coogan?

  Yeah. And I guess there was that-

• 1:23Jordi Hays?

  With hardware, if you want people to buy it, you have to do a live demo.

• 1:26John Coogan?

  Yeah, there was a demo of a Gemini model running like two years ago that was like sped up in post. And that faced a lot of criticism. And so I think, yeah, just demoing things as they are available in the real world is very valuable. And I think in general, like, the thesis for the products was like, meet people where they are, delivering tomorrow's technology with today's constraints. And that's just what I kept seeing as a theme was like, what do people want? And of course, the best, it basically created a huge dichotomy between like the crazy superintelligence, RSI, ASI, P Doom, X Risk crew, and then just like Muse, it's a helpful agent.

• 2:11John Coogan?

  Niraj Agarwal summed it up well. Anthropic marketing, we build a god only we can control and gave it a wet lab. Muse marketing, hey, girl, I know you have dozens of unpaid parking tickets. Let's get that cleaned up. And it's funny because it's actually working. I think that if you went back to a couple of months ago, the consensus was like, popularity of AI is turning, it's deeply unpopular. You need to just be quiet or not lean in or just like apologize like what a lot of the lab leaders are doing, just being like, yeah, it is bad. I'm sorry. But Meta has taken a very different approach. They're not fear mongering. They're just like, it's cute, it's lovable. And they actually are successful.

• 2:54John Coogan?

  I mean, the New York Times, yesterday, Jensen and Ezra are duking it out over like X Risk and Acceleration. Do we need to slow down? Meanwhile, the New York Times published like a really positive review of Muse. They like, they love it. And like, they're a tough cookie to like win over, basically. So success there. And it's interesting because it's been, there's been a few strikes for Meta over the past two years. The vertical AI slop app vibes quickly disappeared. I don't even know if it's available anymore. It might have been quietly shuttered or tucked behind a couple of different tabs. The core Meta Chat app that was sort of just like a Gemini, a ChatGPT clone, I don't think that ever really took on.

• 3:36Jordi Hays?

  No, over the last year, you have massive spending, clearly massive focus for Meta, but the strategy was at most times completely incoherent.

• 3:46John Coogan?

  It was scattered.

• 3:46Jordi Hays?

  It was not legible to the markets. It was not legible to-

• 3:51John Coogan?

  It was do everything.

• 3:52Jordi Hays?

  Yeah, you had-

• 3:53John Coogan?

  But nothing was really accelerated.

• 3:54Jordi Hays?

  You know, Muse Code, you had them buying and then having to undo the Manus acquisition.

• 4:00John Coogan?

  Oh, yeah.

• 4:00Jordi Hays?

  The Meta vibe, the first thing, and again, this was an unforced error. The first thing that they did post the whole talent raid was release like the short form slop video app, which wasn't even-

• 4:13John Coogan?

  It was Mid Journey.

• 4:14Jordi Hays?

  Yeah, it was basically a Mid Journey wrapper.

• 4:17John Coogan?

  Yeah.

• 4:17Jordi Hays?

  And we're, and everyone was like, okay, like, this doesn't align to what you're putting out, which is this like personal superintelligence narrative. And so really, yesterday, like, everything felt like it came together really nicely, right? Tying in all of the hardware investments, tying in personal, making personal superintelligence feel a bit more real, right?

• 4:41John Coogan?

  Totally.

• 4:41Jordi Hays?

  AI that hustles for you. I think that's smart positioning. But it really felt like things came together for the first time.

• 4:50John Coogan?

  Totally.

• 4:50Jordi Hays?

  And I wouldn't necessarily go so far as to give them full credit as, like, if you're really going to give them full credit for like, this was the master plan all along, then there's a bunch of other stuff you wouldn't have done, unless you were just trying to confuse the market.

• 5:04John Coogan?

  Yeah.

• 5:05Jordi Hays?

  If you're trying to just confuse people, are we doing coding?

• 5:07John Coogan?

  Yeah.

• 5:07Jordi Hays?

  Are we doing, you know, a knowledge work harness? Are we doing short form slop? And so I think it was really like-

• 5:14John Coogan?

  You're not giving them the benefit of the 4D chess.

• 5:16Jordi Hays?

  No.

• 5:16John Coogan?

  Okay.

• 5:17Jordi Hays?

  No, no, no.

• 5:17John Coogan?

  Tricky.

• 5:18Jordi Hays?

  But-

• 5:18John Coogan?

  Go with Occam's razor on this.

• 5:19Jordi Hays?

  Total credit, total-

• 5:21John Coogan?

  Occam's 4D razor.

• 5:22Jordi Hays?

  Total credit to them for like figuring out how all the pieces connect together.

• 5:27John Coogan?

  Yeah.

• 5:27Jordi Hays?

  And then putting that in a one-hour presentation that actually like makes sense.

• 5:31John Coogan?

  So what are the pieces that come together? Why does it make sense for Meta's business? Why are they seeing success here when the models haven't jumped to the frontier? The benchmarks have always been a little, there's been a lot of confusion on are they going to sell compute, sell tokens, sell, you know, go after the coding market, desktop agents, all these different things that they were testing. This seems to be working. And I think there's sort of four key points that come together to make this make sense. So first is like, they have scaled and secured systems for years. WhatsApp encryption is a great example. They have a lot of compute, and so they can offer a VM for millions of people that is secure and also well-resourced.

• 6:14John Coogan?

  And they won't be losing sleep over cost because they already have a lot of the compute built out. And the question was like, when will the demand come? Are those GPUs sitting idle? Are those, is that infrastructure getting used efficiently? They're building a lot more of it. Do they need to? Well, they got to find a product to actually distribute all that through, and it seems like they have. Two was, they have the distribution to continually educate people about features and benefits of Muse through big ad placements across the family of apps. I think that there is the, there is the world where they've been able to funnel, what, like half a billion people over to Threads? It's not a particularly differentiated app. Obviously, it's a different community and it's done well.

• 6:57John Coogan?

  But it's a different challenge because with Threads, you can just show someone a text post. People know what that looks like. It's more content. They go over there. Job's finished. Once you show someone, all you need to show is that their community exists over there. They're scrolling Instagram, watching basketball highlights, and you say, hey, there's some basketball commentary going on in Threads. You hop over there. With all the AI agent products, the capabilities change so rapidly that you have to re-educate the consumer on what it's capable of. Like, can it actually deal with parking tickets? Like, if it can, you need to confidently tell someone that. And that capability might change. It might, it might not work one week, and then the model updates, and then all of a sudden, you can do that the next week.

• 7:37John Coogan?

  And so ChatGPT came out and it was like, it can answer Google searches, it can do your homework. Then it was like, it can write some code. And there's this constant like re-education of the community. Obviously, the early adopters, the enterprise, the business, the startup community tests everything. But consumers don't. Consumers just, they need to be told the new iPhone has an ultra-wide camera. The new iPhone has Memoji. Even though Memoji was not a wildly popular feature, Apple told everyone what it was. We know what it is. Everyone sort of knows that concept because they ran billboard campaigns. And Meta has the ability to actually go and tell everyone

• 8:17John Coogan?

  what Muse is capable of and run an ad campaign across the whole platform to get people back up to speed on the latest and greatest feature. The third is that no one needs their-

• 8:29Jordi Hays?

  Where it says, deal, quote, deal with parking tickets. Hack me out of it. Then we are talking.

• 8:33John Coogan?

  Well, no, no. So the thing is, is that they are behind on the frontier. They're not dominating all the benchmarks, but it actually doesn't matter because no one needs their personal AI agent to solve a Millennium Prize math problem or secure their enterprise infrastructure from cyber attacks. Like, that's not a requirement. The model is definitely good enough for a lot of this. They obviously will increase the model and the capabilities. But it's not, it's not what consumers worry about. Consumers don't care about benchmarks. They don't understand them. The benchmarks are often hacked or not indicative of the feel of using a model. And so it leans into the capabilities. They have near frontier intelligence. They have good enough intelligence.

• 9:18John Coogan?

  And so if it's good enough to do this, you just roll out the capability. And the harness is what matters. The integration, the distribution, that's what matters. So they actually didn't launch Watermelon. They've been teasing that for a while. There's been some leaks. It totally could have happened here, but they made the decision to either not rush it because maybe it does just need more time. But also, even if it was ready, I don't think they should have launched it here because Meta Connect's not for that audience. They don't care. Yeah, the AI-

• 9:44Jordi Hays?

  Watermelon might scare people.

• 9:46John Coogan?

  Yeah, yeah. You probably don't want it to be too powerful. And then fourth, they of course already have a business model that's heavily aligned with this type of use case advertising. We've talked about this idea that brands would love to sponsor agentic workflows. You open up a personal AI agent and it says, hey, you know, the new Nathan Fielder movie is coming out in a couple of months. I saw that you were scrolling reels. You seem to be a fan of this. You shared the movie trailer with your friend. Do you want me to get tickets, text some of your friends, share it on WhatsApp, share it in your Instagram DMs and actually make that happen. Send a calendar invite, do everything necessary to take care of that. And I think movie

• 10:30John Coogan?

  studios are just one example of a business that would happily pay for placement for extra attention around that particular workflow that they can monetize through the traditional pathway. And then of course, like, small businesses will buy pixels anywhere. So, you know, if you open it up and there's a full bleed ad, like, that's fine. People will pay for that. So.

• 10:50Jordi Hays?

  Yeah, the other kind of examples, I get pretty crazy, is your personal agent, for example, knows that you have home insurance that's set to renew in three months. And it's like, do you want me to go get three competing bids before we renew? And it's like, yes, right? And that's like a opportunity for for some type of paid placement as well.

• 11:09John Coogan?

  Sure. So the vibes, not the app, but the actual vibes at Meta internally, how are the employees feeling? I feel like this is a turning point. I feel like if you're at Meta, you're like, okay, finally, there's a thing to align around. We have a strategy. As long as I do something that's in in support of Muse and what's going on with the personal superintelligence mission that the CEO and founder has laid out, I'm good. Even if I'm on Facebook Marketplace team, and I feel like I'm going to get steamrolled because of the Nikita Beer take that everyone's going to be negotiating and lowballing on Facebook Marketplace. Well, the Facebook Marketplace team, they can say, okay, well, now we're gonna build tools for sellers to make that not annoying. And so there's more work to be done, and it's more aligned with the overall mission. The vibes should be good. At the same

• 11:54John Coogan?

  time, The Verge ran a story that said the verbs, the vibes are internally way off still at Meta, that people are upset about the scattershot nature of the approach, that they're still reeling from like the metaverse misadventures. But I feel like that was, that was like the last hit piece you could write about Meta. And I think things will turn around.

• 12:13Jordi Hays?

  That bad when the stock's up 38% in the last month?

• 12:16John Coogan?

  Yeah. And so I think, I think it's pretty, pretty easy to align all the efforts across what's happening, personal superintelligence. And even if you were on like the glasses team, there's a whole narrative of like, well, you were trying to build VR, you came, you were in the division that was building the cool Oculus stuff. It's evolved. And now it's kind of just a GoPro on your face. There's been some negative, oh, these are just for, you know, people to spy on each other, blah, blah, blah. But now they even have a version without cameras, and it's very aligned to what the users want. And so the, the, the, the top line hero initiative, even if you're like just on the glasses team, and you're like, oh, like, they're building the data center, and that's not really anything to do with me. Or they're working on a coding model. And like, that's not really

• 12:59John Coogan?

  relevant to like, getting more people to wear the Oakleys or the Meta Ray-Bans. Well, now, now you are aligned. Now you are on the same team. You're, you're rowing in the same direction. And so I would expect the vibes to, to get better, I, I, I think. And yeah, this is all good news, super reflected in the timeline. But I'm even more excited about the VR glasses. That was the highlight for me. It was the one more thing. I was hoping that we'd get a new VR headset last year. We didn't. And no one was speculating that this would drop this year, but it did. And it's very, very cool. So the headline is 1,300 bucks VR glasses. It's 100 grams, which is the, the

• 13:44John Coogan?

  weight of a pack of deck of cards. If you go back, John Carmack was the CTO of Oculus, working with Palmer Lucky. He came into Meta through the acquisition. He's the creator of Doom, legendary computer scientist, now running Keen, working on AI. He wound up leaving. Very, very disappointing to not have him realize his, his vision there at the company. And he had been pounding the table at Meta. And actually, there were some leaks, and there was like, oh, this is like a source of frustration, because his goal and his mission was to get to 100 grams for the headset, very light, at $100. He said, it needs to be cheap and light, and then it can go everywhere.

• 14:24John Coogan?

  Then you can see mass adoption, and then you'll get the developer ecosystem, et cetera. Obviously, $1,300 is not $100. There's been a lot of inflation, but not that much inflation. But it is half the price of the Apple Vision Pro, basically. You're in a more accessible territory.

• 14:40Jordi Hays?

  Half the price of spec.

• 14:42John Coogan?

  Oh, yeah, it's half the price of specs. And it's, I think it's less than 1% the price of a Ferrari Luce. So there's that, if you're, if you're in the market. You can just put that on and imagine that you're driving a electric Ferrari.

• 14:55Jordi Hays?

  Glasses in the car sound the same.

• 14:57John Coogan?

  Oh, yeah, they're both very quiet. But he, but he pitched it as three key things. It's a cinema, it's a workstation, and it's a gaming console. You can play VR head, VR games on it.

• 15:06Jordi Hays?

  I almost felt like they were listening or just like same line of thought as Ben Thompson, because they're rolling out a bunch of like 100 experiences, it sounds like a year, where you're going to be able to get some entertainment, live entertainment value from your headset.

• 15:22John Coogan?

  And specifically, sports.

• 15:24Jordi Hays?

  Sports.

• 15:25John Coogan?

  Sports.

• 15:25Jordi Hays?

  Sit anywhere in the stadium.

• 15:26John Coogan?

  Yes. Yes, yes. And you can pick your seat. And I don't think they will be doing the crazy frenetic editing or the cut downs. They have a great deal with UFC, obviously Dana White's on the board. But it seems like they also rolled out partnerships with so many other leagues to get that there. They also put the, the, the compute and the battery pack on a, on a, on a puck that you wear on your belt. I love that design. It was very controversial, very un-Apple when Apple Vision Pro did it. And everyone was like, Steve Jobs never would have stood for this. Well, like, that's the reality of the technology. It doesn't make sense to put a battery on your face. And so put it on, put it in your pocket. I've never had a problem with the way the Apple Vision Pro

• 16:07John Coogan?

  works with the tether. And they did a good job in the, in the promotional videos of like hiding the puck, like you can't even see it there. So they're clearly aware that you want to forget about it. And I think in the best case, you actually can. So very good there.

• 16:21Jordi Hays?

  The other, other dynamic tabletop typing, so if you have a flat surface in front of you.

• 16:27John Coogan?

  Bad.

• 16:28Jordi Hays?

  Bad?

• 16:28John Coogan?

  Bad. No one wants to do that.

• 16:30Jordi Hays?

  German says it's insane.

• 16:31John Coogan?

  I don't think, I don't think it'll.

• 16:33Jordi Hays?

  I trust him with my life.

• 16:34John Coogan?

  Okay, okay, maybe. I, I, I think people will either connect this to, to a computer and just be using their computer, or they'll just be using voice. I think that that's like a half measure, like the writing. And I think, I think it won't be, it'll be 99% of the way there. So in a demo, you'll be like, oh, this is pretty good. But if you're thinking about actually wearing this for work hours a day, you'll be like, yeah, let me get a $20 keyboard. It has tactile feedback, like you can actually feel the keys, the keys move. I don't know. It's good that they did it. Like, it, it's clearly cool. It's possible. And especially if you're in a situation where you can't bring a keyboard or a laptop, like, that makes a lot of sense. That is a glimpse into the

• 17:18John Coogan?

  future. I would be surprised if that has, if that's the dominant input, like way people input stuff. They'll either just talk to it because the voice models are good, or they'll be locked in at a computer with an actual keyboard. But good to have.

• 17:32Jordi Hays?

  This is an awesome step forward to, you know, humanity living inside a world owned and controlled and monitored by Mark Zuckerberg.

• 17:41John Coogan?

  Instead of trying to purely position it as like this entirely new thing, metaverse that you live in, and VR, and everything's immersive and full like immersion, instead you're like, this can replace your triple monitor display. And you're like, yeah, you know what? I was in the market for a triple monitor display. It was going to be two grand across three monitors. Why don't I pick up this instead? And if they can deliver on that, I still think this might be V1, and it might be the second one that that actually gets the breakout success and really broad adoption.

• 18:09Jordi Hays?

  Yeah, he did say, this is a glimpse of the future. And anytime you hear that, you're kind of thinking, okay, like, I'm gonna get some cool demos. It's not gonna be dailying it.

• 18:19John Coogan?

  Yeah, I mean, it'll take, take a while for the ecosystem. But it was the same thing with the iPhone. Like, the first iPhone didn't have an App Store, didn't have 3G, but it kicked off the beginning of, of a big revolution. And this feels like it could be that. Also, the, the pixel density, they haven't shared the exact specs. It feels like it might be 5K per eye, which is about 53%, about half as much as the Apple Vision Pro. So there's a, there's a world where in six months, we're talking about, ah, it's still not. That high fidelity to actually do work on for a full day. A lot of people are running 5K for a single monitor. That's only, you know, in this much of your vision. You're talking about 5K spread over your full field of vision could be a little bit of a setback,

• 19:02John Coogan?

  but I think that that is something that definitely gets resolved on the next iteration. Because the display technology.

• 19:08Jordi Hays?

  What do we think about hologram calling?

• 19:10John Coogan?

  I think it's cool. They did legs in VR. It's very difficult to do legs in VR. BOSS took the victory lap on that. And I think it blew people away. I think it's cool. I think I did an Apple Vision Pro call with someone who got one the same week. It didn't really, it never really took off because there was never a broad install base. It's all, it's all based on like, do they sell millions and millions of these things? It's always been hard for, for Facebook to develop like a new network that requires hardware distribution. It's much easier to, to go from a friend in real life to we're texting each other, we have each other's emails, and then we're also sending Instagram reels

• 19:54John Coogan?

  to each other on DMs. Much harder to be like, oh, did you get the device? Oh, I know, I don't have it. Oh, I don't have it set up. But of course, you can, you can portal into someone with a, which is WhatsApp or, or anything else. So.

• 20:07Jordi Hays?

  Well, there's one thing that is 100% sure, which is that you will be buying these and I will not.

• 20:14John Coogan?

  And that is 100% true. Let's go through the timeline, react to some of the reactions. Mark German loves it. He says they're incredible. Half the price of the Vision Pro, 1/6 the weight, external pack. He's stoked on it. What else is going on? They launched in spring 2027. The interface is basically the same as the Vision Pro, but it has absolutely bonkers tabletop virtual keyboard that blows the Vision Pro keyboard out of the water. Yeah, because the Vision Pro keyboard like hovers there. You're not supposed to really use it. It's a terrible keyboard. What else is in here? I underestimated Zuck's game, Ryan says. It's a hearing aid. You can't tell me I can't wear my meta glasses anymore, or

• 20:56John Coogan?

  else you'll be going against ADA, the Americans Disability Act. That is sort of crazy that there's all this backlash to smart glasses. Maybe there will be a next wave of like restaurants and bars that say, no, you can't wear those there. But if you say, no, it's my hearing aid, you can't, that's some, that's some 4D chess. Are you giving, are you giving Mark Zuckerberg the benefit of Occam's 4D razor on this one?

• 21:21Jordi Hays?

  No, I just think it's, I think it's cool.

• 21:23John Coogan?

  I think it's just cool and independent. I don't think it's actually.

• 21:25Jordi Hays?

  Cool looking pair of, I was meeting, meeting with a, an older friend the other day and his hearing aid setup was like this, like, you know, seemed like kind of clunky. And if you could just throw on it, he was wearing glasses, if he could have just thrown on a pair of glasses and be like, cool, I'm, I'm in business, that would have been awesome. So I think, again, what many people forget about glasses is that smart glasses are way more appealing if you have a need for them outside of just wanting smart glasses. So if you just want, you know, if you need help with your vision, or you need help with your hearing, I think these are going to have much stronger product market fit.

• 22:00John Coogan?

  Don't you think if you're wearing, if you're wearing camera glasses, VR or AR, you know, Meta Ray Bans, and it has a camera there, it should be, it can see your hands, right? It can see your elbow. So if you were playing beer pong, it could tell you, hey, back up, you're gonna lose a point. It could go to your agent and, and kick off an agentic workflow to schedule you with a professional beer pong coach, have them come to your house and do hours and hours of drills so that you never make that mistake. So is this vaporware if it, if it didn't happen? Because we saw Mark Zuckerberg get caught with his elbow over the line.

• 22:39Jordi Hays?

  Way over the table.

• 22:40John Coogan?

  Playing beer, beer pong.

• 22:41Jordi Hays?

  I just don't understand why glasses, smart glasses CEOs go out in public without wearing the smart glasses.

• 22:50John Coogan?

  Oh, he's not wearing them.

• 22:50Jordi Hays?

  And it's like Evan, Evan is doing interviews all the time without, you know, wearing, you know, speaking, you know, at places like Sun Valley, not wearing the glasses. Zuck is, you know, all the time out in public doing things, not using the glasses. I mean, they, they make clear versions of them, right? So if, if the glasses are, if the product's so good and everyone should buy them, shouldn't you have them on at least half the time that you're out socializing?

• 23:16John Coogan?

  I personally think if, if you see Jensen at a conference, he should be having an NBL 72 in a backpack. He should have a rack and he should be carrying it around. No, I did notice, so he was wearing a very special watch and everyone's obsessed with Mark Zuckerberg's watch collection. He always debuts a new, unique piece every time he's on stage. But I think the watch thing, it's getting a little old. I would like to see him get into cars a little more. And I'd like to see him drive on to, on stage on like, you know, Gordon Murray T50.

• 23:49Jordi Hays?

  And burn, and do a quick burnout.

• 23:51John Coogan?

  Quick burnout. Yeah, exactly. Something to show that he's not, he's not one dimensional. Uh, no, my hot take about this beer pong elbow violation is I don't care about these. I think that people who play beer pong and worry about elbow violations are pedantic and annoying. And I think that it violates the spirit of the game. So I think that there's no problem with this at all. I think if you're the type of person that's like, oh, you, you put your elbow over, you're nerd and you're not having fun and you're ruining the fun for everyone. And it doesn't actually make that much of a difference whether you threw from two inches forward, two inches back. It's.

• 24:30Jordi Hays?

  I mean, it does make a difference, John. It makes a massive difference, but.

• 24:33John Coogan?

  But, but.

• 24:34Jordi Hays?

  The point is to just play.

• 24:35John Coogan?

  Like the gentleman, the gentleman is not, you might address it if it's habitual.

• 24:40Jordi Hays?

  Shane is saying, Shane is bringing, Shane is bringing up the bunkie in the chat. I think Zuck is gonna have to get a proper setup, get down in the bunkie, spend two, three years in the bunkie.

• 24:51John Coogan?

  Beer pong bunkie?

• 24:52Jordi Hays?

  Beer pong.

• 24:52John Coogan?

  Okay. Yeah. I don't care about it.

• 24:54Jordi Hays?

  I think cheating is wrong.

• 24:56John Coogan?

  Oh, okay. You, you hold the line. Law and order guy over here.

• 25:00Jordi Hays?

  It's blatant.

• 25:02John Coogan?

  We gotta talk.

• 25:03Jordi Hays?

  Charm. We gotta talk about the.

• 25:04John Coogan?

  Oh, yeah, the charm, the charm, the Tamagotchi.

• 25:07Jordi Hays?

  This was added at the last second. Mike Isaac says, Mark does a one more thing with a new hardware device, AI agent called Muse Charm, voice activated and palm sized, out in time for the holidays. This feels super smart. People already think Muse is super cute. It's, it's a.

• 25:24John Coogan?

  It's Labubu.

• 25:24Jordi Hays?

  Tech-enabled Labubu, basically.

• 25:26John Coogan?

  Which is extremely popular, like the most dominant consumer product of the last couple of years. And so it's, it, it's distinctly sort of like outside of the tech bubble. The, the, the quirky Labubu is, is, is not like the refined edge of like a Cybertruck or even an Apple product. But Meta has been sort of not blinded by the, the, the, the clean aesthetics. And instead they're like, yeah, this is just a cute, fun thing. And so people will actually like this. They know what people like. So.

• 25:58Jordi Hays?

  Avi Schiffman over at Friend responds, the market has spent billions trying to compete with me and I'm still winning.

• 26:06John Coogan?

  Let's go.

• 26:07Jordi Hays?

  That is the right attitude. That being said, I don't see people really using the Muse Charm that much over, over time. Like, I think it's like a fun, I think it's a fun kind of like toy gimmick thing, but I think it's the kind of thing that people get. It's funny. It's worth doing for Meta because it should be.

• 26:29John Coogan?

  Yeah. But they'll still be on the front 90% of the time, but.

• 26:32Jordi Hays?

  Yeah, it'll be, it'll be, it'll be viral.

• 26:34John Coogan?

  And you can talk to it. I love that they have these, these like narrow, one-off hardware devices for like one interaction. Also, it's just like, it's a, it is, it is a more wide open space for them to sort of try and come into devices. Start, like you have the glasses, then you get this. And like, it's like slowly they're eating into more of the device footprint in people's lives, even if it's at the.

• 26:59Jordi Hays?

  And again, I, I would expect them to sell this just out of loss. It's like good marketing for the core product.

• 27:06John Coogan?

  Do we have a price? I don't think we do yet.

• 27:07Jordi Hays?

  We don't have a price yet, but this feels like something that at most you price at like $99, but probably he tries, like, again, he's selling a lot of hardware at negative.

• 27:17John Coogan?

  People are gonna wear this as a watch potentially? Like, you're gonna wind up with the, the AP Swatch thing, right?

• 27:24Jordi Hays?

  Yeah, that's a good point.

• 27:25John Coogan?

  Where people wrap this.

• 27:26Jordi Hays?

  For your most swagless friend.

• 27:28John Coogan?

  What's going on with Australia and OpenAI? Tyler, you dug into this? So Jordy shared like the high level news, which is that as part of like the hugging face rogue AI agents going all over looking for everything on the internet, that Australia had been hacked. But what actually happened here?

• 27:49Speaker 02

  Yeah. I mean, I think a lot of the details are still not like fully revealed. The Australian Prime Minister was like really up in arms, like, oh, they hacked and they didn't tell us for, for, you know, weeks on end.

• 27:59John Coogan?

  Yeah.

• 27:59Speaker 02

  But it seems like the consensus now is that, well, like the hack was essentially that there were some like unlisted files that were still like publicly accessible.

• 28:09John Coogan?

  Yeah.

• 28:10Speaker 02

  But they're just like not listed anywhere.

• 28:11John Coogan?

  Yeah.

• 28:12Speaker 02

  And then the agent like found those.

• 28:13John Coogan?

  Yeah.

• 28:13Speaker 02

  And so they're saying like, oh, they hacked into us, but you know, there was no like real personal identity revealed at all. And like, these are, they're private in the sense that like, you can't just like Google search for them.

• 28:22John Coogan?

  Navigate them. There's no link. If you just click a button, but if you.

• 28:26Speaker 02

  But if you're scraping, if you're doing some kind of more sophisticated.

• 28:29John Coogan?

  Funny story about that. In 2012, I had a buddy who was, you know, I don't know, hacker, hacker-ish, software developer, not, not actually like hacking into things, but just capable with, with computers. And he, he was scraping the, I think it was maybe Boston Dynamics, but it might've just been like a humanoid robot company at the time. And there was a, there's a tool where you can go and get like a list of files and URLs on a server. You can just ask for it as a web crawler. You don't actually need to, you know, click through all the links and look at the HTML. You can just see, what does the server actually have? Let me go browse it. And one of the images was like a artist's

• 29:12John Coogan?

  rendering of the humanoid, like with a gun, like full like murder bot mode that never made it to the, to the publication. It was never like, yeah, we're gonna do that. Because it was like, we're still in friendly mode. We were like, wow, like that's, that's wild. So there's, I mean, this stuff has happened, you know, years ago. And so not quite a hack, but certainly.

• 29:32Jordi Hays?

  GR is saying hacking equivalent of elbows over the table.

• 29:34John Coogan?

  Ooh, yeah. Yeah, I think that's accurate. Bentley's first electric car is set to be half the price of the Ferrari Luce. The launch of the luxury carmaker's Torkal SUV is aimed at younger and first time customers. What do you think? Are they over their skis with an EV at a time when people are sort of moving away from it? Or does it work for this particular luxury SUV buyer?

• 30:01Jordi Hays?

  Well, I don't think we're gonna be seeing a lot because Bentley is just not selling a lot of cars right now. But.

• 30:07John Coogan?

  Yeah.

• 30:08Jordi Hays?

  I think the car looks great minus the grill.

• 30:11John Coogan?

  Instead of recreating the V8 engine noise, the EV has a propulsion sound handcrafted by musicians with a unique blend of sounds from percussion, crystal glass, birds, and the tapping of leather. So as you drive it, it sings you a song. The Volkswagen-owned luxury brand said it had also completed a $350 million investment to design and build the Torkal at its plant in Crewe, bringing the total investment in the UK automotive sector to more than $1 billion. The EV launch comes at a challenging period for Bentley as it struggles with slowing demand in China, fallout from Middle East conflict, higher US tariffs, as with the broader VW group. Bentley has slimmed its workforce as profits

• 30:51John Coogan?

  and vehicle deliveries have declined. It's serious. We have to bring back the competitiveness. We have to be quick. We have to work harder. You can hear, this is the sound it makes when you drive it. I suppose. You hear the, oh, it's the finger on the edge of the glass. Can you hear that? Was there anything else we need to talk about? Congratulations to Huberman Lab. Andrew Huberman is number one on the New York Times Bestsellers in Advice, How To and Miscellaneous for Protocols, An Operating Manual for the Human Body. You can go pick it up everywhere books are sold. Tyler's gonna do it. Leave us five stars in Apple Podcasts and Spotify. Sign up for our newsletter at tbpn.com and we will see you tomorrow.