Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | 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.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/ Sentry - https://sentry.io https://sentry.io/welcome/ 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/ Sentry - https://sentry.io https://sentry.io/ Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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're breaking down our Super Bowl experience. You know, people call us the sports center for the LinkedIn crowd. It's always been funny because we mostly focus on X and RSS feeds.

• 0:10Jordi Hays?

  Well, that was the first football game we saw this season.

• 0:13John Coogan?

  Yeah. Yeah, it actually was. It's the first football game I've been to in maybe a decade. I don't know. It's been a while, but we do try and bring that SportsCenter energy to the show. You know, we try and bring the high energy to tech and business reporting.

• 0:26Jordi Hays?

  Apparently it was not the most exciting game.

• 0:30John Coogan?

  You know, we had this, we had this running joke for a while. You know, we're most excited about the ads. It's a little, it's a little played out at this point because some people say that just as a reflection of like, they don't like sports. We say it because we actually like the ads, right? Because we like advertising and commerce. But, you know, we, we participated in the Super Bowl hype train. I was very happy with the success of our campaign. Super Bowl is like relatively minor event in the calendar for tech people, I feel like. You know, WWDC, Davos, Sun Valley, like of the things that everyone collects around, Super Bowl's on the calendar for a lot of people, but not top mind for everyone. It's not, you gotta be there. But we were able to run a regional ad in the Bay Area, which we mentioned on the show.

• 1:12Jordi Hays?

  And I guess it was, I guess it was all over California.

• 1:14John Coogan?

  Yeah, it was all over California.

• 1:15Jordi Hays?

  People text me from Southern California, too. I gotta pull up his post because somebody yesterday thought that they were hallucinating.

• 1:23John Coogan?

  That's so funny.

• 1:25Jordi Hays?

  This guy, Chip Rogers on X, said hallucinating. And then he said, at Jordy Hayes, at John Coogan, at TVPN on the pre-game Super Bowl commercial. And I was like, no, it was real. It would have been insane to just be like watching NBC or watching the, and then it's, you just get, you're watching TVPN.

• 1:43John Coogan?

  Yeah, yeah.

• 1:43Jordi Hays?

  He probably was like, did I sit on the remote or something?

• 1:46John Coogan?

  Yeah, and I accidentally clicked off the stream or something. But no, it was a cool moment because obviously people see view numbers on clips and they see follower counts. We just hit 200,000 on X. We're very excited about that. And they see the guest lineups, but there's something different about actually seeing the patchwork of all the different logos of everyone who's participated in the show in one way or another as a guest. The other Super Bowl little tomfoolery we engaged in was we launched Claude with ads. Obviously, we'd been joking back and forth about Anthropic launching a Super Bowl ad, kind of taking a shot at OpenAI or other LLMs that might put ads in there. What does that mean? Is it going to be bad? And so, of course, we had to create a wrapper. Thanks to the Opus 4.6 API and a lot of tireless work from Tyler Cosgrove over there.

• 2:31Jordi Hays?

  Yeah, really amazing execution. Went from idea Friday morning to

• 2:35John Coogan?

  Yeah.

• 2:36Jordi Hays?

  product that thousands.

• 2:38John Coogan?

  Yeah, actually, like a lot of people.

• 2:40Jordi Hays?

  7,000 people have like used it, played around with it.

• 2:43John Coogan?

  8,000 people signed the petition to bring Claude, to bring ads to Claude. That was your line, right?

• 2:47Speaker 02

  Yeah, yeah, yeah. It's also, I think this is actually important for a lot of safety people to think about, right? Because this is actually a very good example of misalignment from Claude, right?

• 2:55John Coogan?

  Yes.

• 2:56Speaker 02

  Because I used Claude to build this. I used Claude code.

• 2:59John Coogan?

  Yes.

• 2:59Speaker 02

  And so this is Claude acting in defiance of Anthropic's stated principles.

• 3:03John Coogan?

  Yes, Anthropic is anti-ad, and yet Claude, the model they built, allowed you to add ads to Claude. That's textbook misalignment.

• 3:13Speaker 02

  I think the safety people need to be.

• 3:14John Coogan?

  They need to study this.

• 3:14Jordi Hays?

  Nana in the chat says, "Sholto has left the chat." We were with Sholto yesterday at the Super Bowl.

• 3:19John Coogan?

  He had fun with it.

• 3:20Jordi Hays?

  He was having fun with it.

• 3:21John Coogan?

  It is just tomfoolery. So the site will be going down later today. Your last chance to give it a whirl is today.

• 3:29Jordi Hays?

  Your last chance to get totally free access to Anthropic's most powerful model.

• 3:34John Coogan?

  Yes. I was very surprised by how well Claude with Ads.com did, given that we tweeted a link. There's been debate over how nerfed our links on X. We got a ton of likes and views on this and it seemed to work very well. So maybe that bodes well just for like, it's a weird link and it's worth clicking on. But also, I just think that the whole X algorithm is less punishing to links these days, which is exciting. And, you know, we've always had this shtick that we're extremely pro-advertising, have been very aggressive about finding funny ways to integrate sponsors all over TVPN. We have the TurboPuffer, we have our console laptops, we have all sorts of stuff, the Axon Gong, the Lambda Lightning Round, et cetera. And I've always thought, I'm working on this metaphor for the show, like what, how do we think about the show?

• 4:17John Coogan?

  And I like the metaphor of like, we think of it like an F1 car. There aren't all that many people.

• 4:21Jordi Hays?

  We've always said it's an F1 team.

• 4:23John Coogan?

  F1 team, but I think the metaphor can be extended because like, the number of people that actually go to every single race in person is pretty small. And so is our community of people here in the chat. We love all of you.

• 4:35Jordi Hays?

  Ryan says, "I put my..." Add on to TBPN. I got excited seeing the ad. He started asking me about it. Hashtag convert it.

• 4:41John Coogan?

  There we go. There we go. But you know, the number of people that watch a little bit of an F1 race or the highlights or the drive to survive. And you can think about diet TBPN as sort of the drive to survive of TBPN. And you know, you're not sitting there watching the whole thing live. It's a little bit more condensed, a little bit more editing. And then the clips are sort of just, you know, you're aware that Red Bull has a team and you're aware that Ramp sponsors TBPN. What's this?

• 5:03Jordi Hays?

  No, in the chat, Rookie Tyler was learning to money spread when Chad's Jordy and John were beer maxing with the Patel's. Turns out Tyler vibe coded Claude with ads, but can't money spread yet.

• 5:14John Coogan?

  Oh, he can't. Oh, he botched it.

• 5:16Jordi Hays?

  He fires back.

• 5:18Speaker 02

  It's because they're like brand new bills, so it's harder.

• 5:20John Coogan?

  Oh, there we go. Get those glasses on.

• 5:24John Coogan?

  You gotta look the other direction.

• 5:26Jordi Hays?

  Should we get into some of the ads?

• 5:28John Coogan?

  It's very fun and we spent most of last week like obsessing over the inter lab vibe wars. Like how is OpenAI responding to Anthropic? And as we'll see, like this was not the story of the Super Bowl at all. The story of the Super Bowl, even from a tech perspective, it was much more about how is tech communicating what AI can do broadly to, you know, the largest swath of Americans and like broad stakeholders and voters possible. You know, there's debates over data centers, crypto, gambling, weight loss drugs. Like there's new technologies and society's grappling with those. And the Super Bowl is actually like a very interesting place to go and make a case for how you want this technology to be integrated into society. You're making a case for how it can be used positively, all of these different things. And even though it's fun to focus on like, you know, oh, should Claude have ads or should ChatGPT not have ads or whatever?

• 6:13John Coogan?

  Like there's a much bigger discussion that's happening at the Super Bowl. And I think that's what we should be running through as we react to these Super Bowl ads.

• 6:21Jordi Hays?

  Ranking the Claude Super Bowl ad in the moment surrounded by people that aren't all terminally online. Eighty percent of the people here don't understand that ChatGPT speak when the second speaker talks and we're confused or tuned out.

• 6:30John Coogan?

  Yeah, so that had to be explained. It's like, it's sort of iconic to me because I've used ChatGPT voice mode.

• 6:35Jordi Hays?

  Yeah, it was so.

• 6:36John Coogan?

  And I've seen those reels where it's like.

• 6:37Jordi Hays?

  It was like perfect execution for.

• 6:40John Coogan?

  It's a great question.

• 6:40Jordi Hays?

  For X. One of the other challenges is, again, we weren't seeing it live, but apparently the ad was much shorter. There was one ad during the game. I kind of expected them to run, try to like really mog. Anyway, so they toned it down a bit. And Horace says, had to be explained by the AI bros, which was as bad as it sounds. While this ad speaks well to the early bell curve, this might have been too early for a mainstream investment like this. Overall, I think, I think they had a lot of fun with it. It clearly was not, can't have been that expensive because it was like four scenes. It was like four one day shoots, probably.

• 7:12John Coogan?

  I think we're gonna get the team on who did it, Mother. Because it is beautifully shot and it's, and I think it's funny.

• 7:17Jordi Hays?

  They basically made OpenAI way overreact.

• 7:20John Coogan?

  Yeah, a little bit.

• 7:21Jordi Hays?

  Like, actually seeing the way that the ads went yesterday, maybe they didn't, maybe they didn't need Sam and the entire like management team. Like, you know, Streisand affecting it, basically.

• 7:33John Coogan?

  Well, this was what Rune was posting. He was like, it's the, it's the blue shell and it like, it successfully like rage baited everyone.

• 7:38Jordi Hays?

  Yeah, they got rage baited.

• 7:39John Coogan?

  Yeah, but I mean, they've, they've known, OpenAI has known that they've had to be very, very clear about the way ads will get integrated. Because when you, when you think ads and LLMs, you immediately think what we built with Claude with ads, which is like deeply integrated.

• 7:53Jordi Hays?

  They said, there is a time and place, instead of ads are coming to AI but not to Claude, they updated it and said, the new copy is there is a time and place for ads, your conversation with AI should not be one of them. So I wonder what pushback they got. This, this, this doesn't hit quite as hard, even though it is probably more authentic, right?

• 8:12John Coogan?

  Where did Claude land in the App Store? We were wondering about that, right? It was at thirty-six or something when we were looking at it last week.

• 8:21Jordi Hays?

  Yeah, it's at twenty-three right now.

• 8:22John Coogan?

  That's not bad.

• 8:23Jordi Hays?

  So it's like up, up maybe ten.

• 8:25John Coogan?

  Yeah, there's a bunch of stuff that moved. I mean, just looking at the top, it's like Peacock, okay, that's watching the big game. NBC app, that's the same thing. NFL app, obviously, that's sport, uh, Super Bowl related. Same with NBC Sports. There's just a number of apps that jumped just by default.

• 8:40Jordi Hays?

  My first time seeing a Timu ad was crazy. It was like the copy shop like a billionaire.

• 8:45John Coogan?

  It was funny.

• 8:46Jordi Hays?

  Was so insane, and yet I think it actually in hindsight kind of works because everything's so cheap, people don't have to look at the price.

• 8:52John Coogan?

  I guess that's the, that's the thesis is like, to a billionaire, a couch. Deals like $5, so here's a $5 couch.

• 8:59Jordi Hays?

  An apple or something like that.

• 9:00John Coogan?

  Okay, yeah.

• 9:01Jordi Hays?

  One thing I'm interested to see, oh, the way the Super Bowl buys work, they make you buy ads in the Olympics as well.

• 9:07John Coogan?

  Yeah.

• 9:08Jordi Hays?

  And so if you're watching the Olympics today or tomorrow.

• 9:10John Coogan?

  We're gonna be in it, right?

• 9:11Jordi Hays?

  I guess we're gonna have an Olympics ad because we are forced to like.

• 9:13John Coogan?

  We should do a whole nother victory lap. We're taking our, it was so successful. We're taking it to this, to the Olympics.

• 9:19Jordi Hays?

  Taking it to the slopes.

• 9:20John Coogan?

  The slopes.

• 9:21Jordi Hays?

  Uh, but I'm, but it, but will, will be interesting is if various labs or other companies run like longer ads.

• 9:27John Coogan?

  Yeah.

• 9:27Jordi Hays?

  It's not, not quite as expensive. We'll see.

• 9:30John Coogan?

  Bryce said Anthropic ads were a total flop in his house despite having a highly tech literate family. They took a bunch of explaining and yeah, it is, uh.

• 9:37Jordi Hays?

  But that makes sense, right? So like they hit so hard on X.

• 9:41John Coogan?

  Yeah. Oh, yeah.

• 9:42Jordi Hays?

  I remember the morning of.

• 9:43John Coogan?

  We were like, whoa, shot across the bow.

• 9:46Jordi Hays?

  I can't believe, I can't believe they did that.

• 9:48John Coogan?

  It was like a mic drop, right?

• 9:49Jordi Hays?

  Yeah, a mic drop, so unpredictable. Sam, you know, lost as soon as he was, as he was writing up like a word salad.

• 9:55John Coogan?

  Yeah.

• 9:55Jordi Hays?

  You know, trying to respond. But again, so there's some data coming back from, from Adweek. Morgan is sharing. Audience didn't like Anthropic's ad placing it in the bottom 3% of all Super Bowl ads from the last five years.

• 10:06John Coogan?

  Like it really?

• 10:06Jordi Hays?

  But it makes sense, right? It's like a barbell, like for people on X that are like really following tech closely, it was incredibly.

• 10:13John Coogan?

  It's a pretty small sample size, 500 people they asked. Let's look at how OpenAI responded. Uh, this is called You Can Just Build Things. And let's take a look and see if it tells a more optimistic story about AI, one that's maybe less confrontational with their rivals.

• 10:29John Coogan?

  I like building things. Making cardboard stuff is underrated.

• 10:36John Coogan?

  You get a lot of Amazon boxes, cut those things up, make something. It's very cool.

• 10:43John Coogan?

  Become a hacker. Read more.

• 10:48John Coogan?

  Learn Bayesian probability.

• 10:51John Coogan?

  Become a scientist, play chess.

• 10:55John Coogan?

  I don't think if chess is something you build necessarily.

• 11:01John Coogan?

  Sick.

• 11:04John Coogan?

  Job displacement. No more, no more sweeping.

• 11:10John Coogan?

  Somebody said this is a, this is a Windows computer running a, running Mac or something?

• 11:14Jordi Hays?

  Dude, I think people would tune out for this.

• 11:16John Coogan?

  Build things. Why? It's just too.

• 11:18Jordi Hays?

  So long.

• 11:20John Coogan?

  Do they actually run the full thing? A full minute?

• 11:22Jordi Hays?

  And the other, and the other thing is, I don't know, I, I'm still.

• 11:25John Coogan?

  It is a little dark.

• 11:26Jordi Hays?

  They're trying to push Codex, they're trying to push Codex to consumers.

• 11:29John Coogan?

  Yeah.

• 11:29Jordi Hays?

  Which I think is smart.

• 11:31John Coogan?

  I think it's very smart.

• 11:31Jordi Hays?

  But introducing Codex when every single person in the audience is familiar with ChatGPT.

• 11:37John Coogan?

  Yeah.

• 11:38Jordi Hays?

  And then just trying to. I don't know.

• 11:41John Coogan?

  So that, that robotics stuff was actually Easter eggs of the robotics team at OpenAI. Like they just brought the cameras in and filmed their own, their own team. That's very cool.

• 11:50Jordi Hays?

  Dan Shipper says huge, uh, OpenAI runs a Codex commercial, not a ChatGPT commercial.

• 11:54John Coogan?

  Wait, so was that, was that a Codex commercial?

• 11:56Jordi Hays?

  Yeah. Go to the very end.

• 11:57John Coogan?

  Because I just felt like a general like AI is cool commercial. Like it, it felt very in line with the previous Super Bowl ad of just the eras of technology. Oh, okay. So showing you Codex desktop. That's cool. Okay. Yeah. Yeah. That's pretty subtle though.

• 12:09Jordi Hays?

  And then goes Codex.

• 12:10John Coogan?

  Okay. Codex, OpenAI. Oh, okay. So it's not, okay.

• 12:13Jordi Hays?

  Both Anthropic and OpenAI are both using the same reference material for their ads.

• 12:18John Coogan?

  Yeah.

• 12:18Jordi Hays?

  Like they're all going back into the Apple archives, like trying to, trying to pull inspiration from the same, fishing from the same pond.

• 12:25John Coogan?

  They should have, they should have just done a parody of the Budweiser, what's up, man? It was an ad and it's just people talking to ChatGPT voice about what's up.

• 12:35Jordi Hays?

  Super Bowl commercials so evil this year. Seeing a Bud Light commercial felt healing. Like, oh yes, Bud Light, a tangible object unrelated to AI or crypto.

• 12:45John Coogan?

  Ridiculous. Ramp did really, really well with their Super Bowl activation. They had a whole bunch of different touchpoints. So they didn't just like lob an ad in and then call it a day. They were there. They sent the Brian's. We can kind of go through the whole plan, but there's something interesting. I mean, we certainly experienced this with our Super Bowl ad. Obviously we bought a very small ad, but, but like the, why we got a good result out of our Super Bowl ad. It was, we wasn't, we, we didn't just go to NBC and said. Like here's money and thank you. We went and told Adweek and gave an interview and you gave some interesting quotes to the reporter on the record. So there was an article around it. That's valuable. Then we emailed people who were featured in the ad. Hey, we're posting about this. Like, do you want to know that you're in this thing? Cool. Like, you can go see it if you want to watch it.

• 13:28John Coogan?

  Like, there's a whole bunch of different flywheels and I think Ramp did a really good job of understanding that like it's the Super Bowl campaign, not an ad.

• 13:36Jordi Hays?

  Yeah, so I mean, and one, they had, uh, obviously they'd work with Brian during the box stunt in New York last year. That went really well, so they built off of that. We showed up to the, to the tailgate party that they had. By the time we showed up, there was already like thousands of people there. It was insane. A bunch of, bunch of, uh, TVP and listeners came and said hi, which was awesome. But great group of people. They had a big yellow skateboard ramp with people like actually going pretty hard.

• 14:01John Coogan?

  Yeah.

• 14:02Jordi Hays?

  Brian shaved a guy's head on a live stream to look like himself to, and that guy ended up getting.

• 14:08John Coogan?

  Some people were like, were, were showing up and being like, I, I, like, this takes six levels of like, understanding to get all the jokes of like, the ramp is yellow because of the brand and the ramp is the name of the company and the skater. And then like Brian's here because he was in the office and he plays an accountant. But like, I think that's fun for people. I think people actually do like Easter eggs and they like going down the rabbit hole. But at the same time, you got, you can't just be pure Easter eggs. And I think when you actually watch the ramp commercial, which is right there, it's like staring you in the face, obvious what this does. It's like the brand name, yellow in your face. What does it do? You, you, you have to do things that takes you 10 hours. Now there's 10 people, there's 10 copies of you that do the thing that you do.

• 14:49Jordi Hays?

  You can do it in five minutes.

• 14:50John Coogan?

  And so you can just do it much faster. And so you can watch this and not know anything about Ramp and you know, okay, corporate card. Multiply what's possible. Like I have a, I have a task in accounting. It looks like an accountant. I'm triggered on that. I'm familiar with this character. Clarity at the top and then tons of depth. And even in that video, there's a whole bunch of Easter eggs in the video. It was directed by someone who directed the office and, uh, there's different actors from the office in there and there's layers. And then you go on social media and you see other stuff.

• 15:17Jordi Hays?

  What worked well was like classic Super Bowl ad, right? Easy to understand celebrity, popular character. Plus a bunch of the super internet native stuff, like physical activation and then localized activation. So you had people, the Super Bowl is NSF. You have thousands of people NSF participating, like on the ground. And so there was, again,

• 15:37John Coogan?

  Dylan Field, I love it.

• 15:39Jordi Hays?

  Insane production. Amon says, "OpenAI ad flop."

• 15:43John Coogan?

  Didn't like it?

• 15:44Jordi Hays?

  Live with the normies, didn't really get it. Thought they were gonna tie it all together. Yeah, it was just like a bunch of cool things and then a name for a product that nobody knows about. That's the issue.

• 15:53John Coogan?

  Yeah.

• 15:53Jordi Hays?

  If you have a very popular product like Budweiser, something like that, you can just show a bunch of random images and then show your logo. If you just show a bunch of random like cool scenes or whatever, it's inspiring. It's like uplifting. And then you flash a logo that nobody knows. You end up with something like, that doesn't really like leave that much of an impression.

• 16:10John Coogan?

  Do we the Google ad? Because I believe Google went way more practical on this.

• 16:15Jordi Hays?

  Pull it up, Tyler. Let's talk about the, uh, before we get to that, we can talk about the Coinbase Super Bowl ad. This was probably the most controversial.

• 16:22John Coogan?

  I still need to see exactly what they did. I saw some images of them, uh, putting something on the sphere. Is this the, is this somebody watching the ad?

• 16:31Jordi Hays?

  Yeah.

• 16:31John Coogan?

  Okay, let's, let's watch this.

• 16:32Jordi Hays?

  Sound on.

• 16:47Jordi Hays?

  So it's a sing-along.

• 16:48John Coogan?

  Okay.

• 16:49Jordi Hays?

  They like switch up the, it's like a state change, right? So it's like you're paying attention.

• 16:54John Coogan?

  And then you just see Coinbase. That's funny. Oh, that's really funny.

• 16:59Jordi Hays?

  The Coinbase team responded to the criticism and said, "If you're talking about it, it worked."

• 17:03John Coogan?

  Okay.

• 17:03Jordi Hays?

  Crypto is for everybody. A lot of people were, uh, not fans. I don't know, I thought it was fun. I like that they, I like that they do something different each time.

• 17:11John Coogan?

  Yeah, you know, I, I think Apple, Google, like the really established brands do have the permission to sort of go higher, uh, higher abstraction and just sort of do like these brand films. For the AI labs who are trying to push a particular product, it's, it's, it's, it feels like a little bit too soon, a little bit too risky. Yeah, yeah, some people like the Coinbase ad.

• 17:29Jordi Hays?

  Yeah, it was like very 50/50, polarizing.

• 17:31John Coogan?

  Yeah.

• 17:31Jordi Hays?

  All right, let's pull up the Gemini. It went with the full 60 seconds.

• 17:36John Coogan?

  Okay, full 60 seconds.

• 17:39John Coogan?

  Yeah, I saw some people reacting this like it's very clear. It's like what you see is what you get. Like this is the actual experience of using the product.

• 17:46Speaker 03

  It's my room? Yeah, it's next to mine.

• 17:48John Coogan?

  And Google does a great job of like pulling on heartstrings.

• 17:51Jordi Hays?

  And integrating with Google Photos.

• 17:53John Coogan?

  That makes sense.

• 17:53Jordi Hays?

  Part of the demo.

• 17:54John Coogan?

  Yeah.

• 17:54Jordi Hays?

  Then showing off your features.

• 17:57Speaker 03

  And Charlie's bed can go right there.

• 17:59John Coogan?

  Banana, killer feature. That's cute.

• 18:02Speaker 03

  And look, here's the yard. Oh, we could have a trampoline.

• 18:07John Coogan?

  This is actually how a lot of people have delightful experiences with AI. This is like what a lot of families are using AI for. We're doing a remodel and we're using AI for this stuff. And you put in what you have and edit it. And it's cute and like the kids love it. You talk, you always go back to the example of like make me into a dinosaur. Like that's delightful.

• 18:32John Coogan?

  That's sweet.

• 18:32Jordi Hays?

  Sweet.

• 18:33John Coogan?

  That's just like a nice ad. I don't know.

• 18:34Jordi Hays?

  I think a win if you're an AI.

• 18:36John Coogan?

  David Ross doesn't like it though. I'm not gonna do that. That's funny.

• 18:40Jordi Hays?

  Google focuses a lot on multimodal as expected. Yeah, smart. They had a lot of success, obviously, with Nano Banana. You should lean in.

• 18:46John Coogan?

  Yeah, totally.

• 18:47Jordi Hays?

  Uh, yeah, that, that ad.

• 18:48John Coogan?

  It also works better on as a Super Bowl ad.

• 18:50Jordi Hays?

  If you're running an ad yesterday and you're an AI company and people didn't viscerally hate it.

• 18:55John Coogan?

  Yeah, you won. Yeah. No, totally. Uh, and, and also leading into the visual stuff works super well, you know, visual format like a Super Bowl ad. Like Kodak's like, even if, even if you had like a million do-overs, it's a hard product to explain. It's like, it's a desktop app with a lot of text and it's in dark mode and it's gonna write code, but only behind the scenes. And you don't really have to know how to write code, but it's gonna write code, which is not very aesthetic on the screen at the Super Bowl. Google knows how to just like deliver like, you know, here's, here's a heartwarming experience. Here's a positive experience. Let's focus on that.

• 19:27Jordi Hays?

  Mike Duda was.

• 19:29John Coogan?

  Live, live tweeting.

• 19:30Jordi Hays?

  Live tweeting his reactions.

• 19:32John Coogan?

  State Farm tried really hard. Okay. DraftKings, good spot, but not built for the Super Bowl. Toyota continues its long tradition of kind of, kind, kinda off Super Bowl commercials. Not good.

• 19:41Jordi Hays?

  We gotta talk about the Shvedka ad. We should pull that, we should pull that up. Yeah, Shvedka is the one that had a fully AI generated.

• 19:47John Coogan?

  They had a fully AI generated.

• 19:48Jordi Hays?

  Wanted to be the first company.

• 19:50John Coogan?

  We're not an AI company, but we heard there's a backlash to AI and we would love a backlash.

• 19:55Jordi Hays?

  People are calling it the worst ad of all time. They're just saying it's the worst ad ever.

• 19:59John Coogan?

  I do love when a brand just like rolls up to the Super Bowl with whatever their stock ad is. Like I think that Timu ad was not a Super Bowl spot. Okay, here's.

• 20:09Jordi Hays?

  They're calling it the worst ad ever.

• 20:11John Coogan?

  Let's watch it.

• 20:38Jordi Hays?

  Like if I'm watching the Super Bowl with my kids.

• 20:41John Coogan?

  Yeah.

• 20:41Jordi Hays?

  I'm just turning it off.

• 20:42John Coogan?

  The robot drinks the mixed drink and it just pours out all over.

• 20:47Jordi Hays?

  And Shvetka, the issue is it tastes kind of like it should be used in like machinery, heavy machinery.

• 20:51John Coogan?

  Yes.

• 20:52Jordi Hays?

  Like as like robotic like fluid or something?

• 20:55John Coogan?

  Yes, yes.

• 20:57John Coogan?

  I feel like if you're gonna go all in on AI-generated video, I want you using the latest and greatest. You gotta be nano banana pro clean. You gotta be really deep.

• 21:06Jordi Hays?

  Six dollars of.

• 21:07John Coogan?

  Exactly. No, I agree, Goldrock. Like there are really cool and innovative ways to use AI imagery in a way that maybe it stands out as like, oh, that's obviously AI, but it's cool. Like if you're gonna do the AI thing, like be Harry Potter Balenciaga. Like do something that is iconic and interesting and inspired. Let's pull up Ryan Peterson's Flexport ad.

• 21:26Speaker 04

  Dad, how did everyone get matching shirts? Seriously, Dad, how did all these jerseys get here?

• 21:32Speaker 05

  Well, kids, let me tell you about something called a global supply chain. First, jerseys are manufactured, boxes are packed, and logistics company Flexport takes it from here. Then, containers are loaded onto cargo ships.

• 21:44Speaker 04

  Or pulled through the ocean by a hundred pirates?

• 21:47Speaker 05

  Not exactly, honey, but if you want speed, Flexport does coordinate air freight.

• 21:52Speaker 04

  And fighter jets.

• 21:54Speaker 05

  Actually, buddy, Flexport then gets the jerseys through customs and back on the truck.

• 21:58Speaker 04

  And then the superheroes fly the trucks to the stadium. And lightning zaps the jerseys onto the players.

• 22:08Jordi Hays?

  Yeah, we're being sarcastic, guys. This is entirely AI.

• 22:11John Coogan?

  Entirely AI, but this is so good.

• 22:14Jordi Hays?

  But it has the, nailed the feeling of a classic Super Bowl ad.

• 22:17John Coogan?

  It was very fun, and it's interesting because he's actually explaining the flexport business, but in this funny way that you keep asking like...

• 22:24Jordi Hays?

  I mean, I'm sure smart advertising agencies are already doing this where it used to be that a company would say, "Hey, I want to run a Super Bowl ad." They'd go and talk to a bunch of different agencies. They would get a, they'd do an RFP.

• 22:35John Coogan?

  Yep.

• 22:36Jordi Hays?

  And, and then, and then the agencies would like come up with some concepts that they would basically script out. Maybe they add some images or whatever. Now it feels like the agencies have to actually make a V1, an AI V1 of the ad.

• 22:46John Coogan?

  Totally.

• 22:47Jordi Hays?

  And say like, "Here's our five concepts. If you hire us, we'll like narrow in."

• 22:50John Coogan?

  Yeah.

• 22:51Jordi Hays?

  And actually make it, hire, hire actors, maybe not use entirely AI.

• 22:55John Coogan?

  Yeah. I can't believe, I think he made that like himself. I think that he wrote the script and and concepted everything and like actually like prompted everything, which is like pretty remarkable. And I think it all flows from the idea of like having a viewpoint, having an insight, having like an idea that makes sense for the Super Bowl.

• 23:13Jordi Hays?

  Parker says, "Amazed Apple's finally going for the Spotify jugular promoting the ability to switch easily to Apple Music during the Super Bowl."

• 23:21John Coogan?

  So the Apple Music brand reach during the Super Bowl, I think was number one or number two, right up there with Budweiser. It did very well. I saw it winning awards.

• 23:28Jordi Hays?

  Uh, well, we can talk about the halftime show from our point of view since we were there.

• 23:32John Coogan?

  Yeah.

• 23:32Jordi Hays?

  I would say the, the energy, the production value was insane. Very, very like cool, unique looking, um, setup. It was really funny. I was like looking away while they were setting up and I looked down. It was like they basically created Puerto Rico. They recreated the entire island, it seemed like.

• 23:48John Coogan?

  Plants and people in plants.

• 23:50Jordi Hays?

  And the plants were so funny because it seemed like the people in the plants couldn't see out very well.

• 23:55John Coogan?

  No.

• 23:55Jordi Hays?

  And so they had like air traffic control people that were like moving the plants around, like yelling. You could tell they would be like...

• 24:01John Coogan?

  Forward.

• 24:01Jordi Hays?

  But the production value was insane. The energy in the stadium was completely dead.

• 24:05John Coogan?

  Dead. No one was dancing. It was very like...

• 24:07Jordi Hays?

  Actually, no. Dylan Patel was dancing.

• 24:09John Coogan?

  Yes.

• 24:09Jordi Hays?

  He was going, he was, he was, he was like, it was so funny because he was gonna walk down and sit next to you. And then he was like, he was like, "Actually, no, I'm gonna stand up here. I gotta dance." And then he just started dancing. Dylan, Dylan held it down for everybody.

• 24:20John Coogan?

  I think the audience of people that go to the Super Bowl, it's a lot of like older folks and they were just not into the the new kid on the block, Bad Bunny, but, uh, it really was like a remarkable production.

• 24:32Jordi Hays?

  A lot of people... Obviously, you know, somewhat, somewhat divisive online because there are people that are frustrated because they couldn't understand what he was singing about. But from a purely commercial standpoint, I think it makes, it makes a lot of sense

• 24:46John Coogan?

  Huge win.

• 24:47Jordi Hays?

  For the Super Bowl, specifically because a bunch of people that wouldn't have watched the Super Bowl that are international are going to tune in. I was in the moment thinking that it'd be great if Apple had their new like translating AirPods and you could actually

• 24:58John Coogan?

  Oh, yeah.

• 24:58Jordi Hays?

  Here in real time.

• 24:59John Coogan?

  Yeah, yeah.

• 24:59Jordi Hays?

  Let's go to the AI

• 25:01John Coogan?

  AI.com.

• 25:03Jordi Hays?

  AI.com.

• 25:03John Coogan?

  AI.com. You wanted AI, you know where to go. Eight million dollars for a Super Bowl ad. You go to AI.com and it asks you first to log in with Google. So you have to give this new website access to your Google

• 25:14Jordi Hays?

  Which is like insane because they're wrapping, they're wrapping OpenClaw.

• 25:18John Coogan?

  Yeah, which

• 25:19Jordi Hays?

  It's an OpenClaw wrapper. And so I go in there.

• 25:21John Coogan?

  It's a new company.

• 25:22Jordi Hays?

  And I was like, I don't have a sing, you know, I have multiple Google accounts. I was like, I don't have a single account that I'm willing to just connect to some, some app that has existed for, yeah, so we can't even find the ad online. I can't find it anywhere.

• 25:36John Coogan?

  It seems like it's an open claw fork of some sort and the domain name was maybe 70 million dollars. They say it's $500 for a vibe coded site, probably fake, but funny.

• 25:45Jordi Hays?

  Okay, we got the ad now.

• 25:47John Coogan?

  Oh, we do. Okay, let's pull it up. Boom. Okay. Do you think this is AI generated? Because if this ran first before Svedga, Svedga got scooped.

• 25:59John Coogan?

  No, this looks like maybe traditional motion graphics. I don't know. It's hard to tell these days.

• 26:05John Coogan?

  AGI is coming. Get your handle now.

• 26:09Jordi Hays?

  So he had a lot of success clearly buying crypto.com.

• 26:12John Coogan?

  Yeah. Crypto.com Arena here in LA.

• 26:14Jordi Hays?

  Arena. He basically owns LA.

• 26:16John Coogan?

  Yeah.

• 26:16Jordi Hays?

  The difference with crypto is like building an exchange is like somewhat like a commoditized platform, at least in its simple state. I want people to buy crypto

• 26:25John Coogan?

  Yeah.

• 26:26Jordi Hays?

  In my app, in my exchange.

• 26:27John Coogan?

  They come here, they link their accounts to that.

• 26:29Jordi Hays?

  Crypto.com. The difference with AI.com is like, I think to actually compete in this domain, your product's going to have to be insane. Eight million for a Super Bowl ad, 70 million for domain name, $500 vibe coded site, cloud flare, basic hosting, priceless.

• 26:44Jordi Hays?

  Yeah, the app did not, or the website did not feel polished. Apparently, OpenAI actually rolled out ads in ChatGPT today.

• 26:51John Coogan?

  Today, let's go, finally. Should we ring the gong for them?

• 26:55Speaker 02

  We beat them to it.

• 26:56John Coogan?

  We beat them to it.

• 26:57Jordi Hays?

  We front.

• 26:58John Coogan?

  We beat them to it.

• 26:59Jordi Hays?

  We front.

• 26:59John Coogan?

  Breaking news, ads have officially launched in ChatGPT. You can go to the free tier, or I believe the go tier as well, and enjoy ads in ChatGPT. You'll see probably enhanced rate limits and extended functionality. How much do they exaggerate when you see an ad? They could do a blaring red background. It's very obvious, this is the ad, and then this is the content. Will the ads be even at all related to the content?

• 27:26Jordi Hays?

  From what I understand, it won't be related to the content.

• 27:29John Coogan?

  Yeah.

• 27:29Jordi Hays?

  Because people are going to be annoyed at that.

• 27:31John Coogan?

  Mm-hmm.

• 27:31Jordi Hays?

  I would expect that in the future, it is. But in the meantime, I think it'll effectively be display ads based on your interest graph, right? What they know about you based on what you've searched in the past.

• 27:40John Coogan?

  Yeah.

• 27:41Jordi Hays?

  Interested to see this. I'm not going to say anything more. Let's pull up the CoreWeave ad.

• 27:46John Coogan?

  This ad is controversial.

• 27:48Speaker 06

  Anything without AI.

• 27:51John Coogan?

  We were memeing this too. We were like, you can't, you can't spell Claude without AD.

• 27:55Speaker 06

  A as in aerospace.

• 27:57John Coogan?

  I like this transition. This is cool.

• 27:59Speaker 06

  N is for nanotech. Navigation, neuroscience. Y is simply yes. Yes to predicting storms to keep people safe. Yes to empowering pioneers.

• 28:08John Coogan?

  There's a lot of good stuff in AI.

• 28:09Speaker 06

  T is for translation. Trading.

• 28:11John Coogan?

  AI is great at translation.

• 28:13Speaker 06

  Teachers need to educate each kid. In their own way.

• 28:16John Coogan?

  That's a weird transition.

• 28:17Speaker 06

  H is for healthcare, to help keep humans healthier. Home automation and robotics. I is for ideas and the power to grow them exponentially. N, this is for now, the time to never say never. G is for the good we could do with AI. Genomics, green energy.

• 28:33Speaker 02

  Goff says, sir, it's a bubble.

• 28:36John Coogan?

  Moon boots? Gravity? Oh, anti-gravity boots, that's what it is.

• 28:41Jordi Hays?

  Okay, the Chance, Chance the Rapper.

• 28:44John Coogan?

  Core weave, the essential.

• 28:45Jordi Hays?

  So the Chance the Rapper.

• 28:46John Coogan?

  Yes.

• 28:47Jordi Hays?

  Part felt super random. I haven't seen or heard from Chance the Rapper in

• 28:51John Coogan?

  Okay.

• 28:51Jordi Hays?

  a long time.

• 28:51John Coogan?

  Yeah.

• 28:52Jordi Hays?

  Let's head over to Duncan.

• 28:53John Coogan?

  Go to Will Duncan.

• 28:59John Coogan?

  So this is AI as well, right? De-aging?

• 29:05Speaker 07

  He's such a genius, then why'd he put ice in his coffee, huh? Come on, Chucky, I'm just Will Hunting. I'm not a genius. I will marry the first man that can help me with the Fibonacci sequence.

• 29:18Speaker 07

  How are you doing?

• 29:23Speaker 07

  Don't you have a girlfriend? We're on a break! I don't need her, I still got everything I need, right here at Duncan. Hey, kid, if you're still single, doing this Boston shtick and working for Duncan when you're 50, I'm gonna be very disappointed. Is it that your girlfriend?

• 29:41John Coogan?

  It's like Cameo Central.

• 29:43Jordi Hays?

  Yeah, very chaotic.

• 29:44Speaker 07

  Well, this is my new boyfriend. How you like these?

• 29:46John Coogan?

  Tom Brady?

• 29:48Speaker 08

  I'm Tom.

• 29:50John Coogan?

  They really were like-

• 29:51Jordi Hays?

  They're just spamming the Cameo button.

• 29:52John Coogan?

  How many Cameos do you want? Yes. Not a great pitch for Duncan Donuts? I don't know.

• 29:58Jordi Hays?

  Yeah, what's the takeaway? Think about Duncan. Sometimes all that matters is you get people to think about.

• 30:03John Coogan?

  They had fun with it? I don't know. It's interesting.

• 30:05Jordi Hays?

  Macron, uh, posted on Thursday.

• 30:09John Coogan?

  Okay.

• 30:09Jordi Hays?

  At 11:53 AM Pacific, that, uh, science has found its home. Through France 2030, we have invested more than 30 million to advance, uh, AI and a number of other initiatives. The next morning, I shared, uh, breaking, France is going all in.

• 30:26John Coogan?

  Yeah.

• 30:27Jordi Hays?

  On AI with their last 30 million. And they said, breaking. Jordy Hayes can't tell the difference. Between an investment in AI and academic grants for semesters in the south of France. Can we, can we pull this up, guys?

• 30:40John Coogan?

  Yeah, here we go.

• 30:41Jordi Hays?

  You kind of have to see it to believe it.

• 30:42John Coogan?

  It's crazy.

• 30:43Jordi Hays?

  My original post did.

• 30:45John Coogan?

  Fully quote tweeted.

• 30:46Jordi Hays?

  Yeah, they quote tweeted.

• 30:47John Coogan?

  And, and tagged you by name.

• 30:49Jordi Hays?

  They're quote tweeting podcasters.

• 30:50John Coogan?

  They are.

• 30:51Jordi Hays?

  But my post, of course, outperformed. I got, I got a million views, 13,000 likes. They managed, they managed to rack up almost half the likes, 300,000 views, not bad. They're saying they're not investing in AI, they're just giving academic grants for semesters in the south of France. He then shows, says hashtag for sure. And then he has, he, he showed a chart of just foreign investment in data centers. And, and it's apparently 69 billion.

• 31:20John Coogan?

  Okay.

• 31:21Jordi Hays?

  It's going into France, mogging the United States.

• 31:23John Coogan?

  Yeah, we only have 27 of foreign money going in.

• 31:26Jordi Hays?

  Completely disregarding.

• 31:27John Coogan?

  What about South Bank?

• 31:28Jordi Hays?

  I responded, I'm sorry, but until LVMH is spending 100 billion a year on data center capex, it's hard to believe you guys are taking AI seriously. And I, I honestly think, I, I know this sounds like really insane.

• 31:41John Coogan?

  Yes.

• 31:41Jordi Hays?

  But in a fast takeoff scenario, you would imagine that France actually getting serious about AI is getting their national champions of all types.

• 31:51John Coogan?

  Yeah.

• 31:51Jordi Hays?

  LVMH, even the brands, it wasn't Christian Dior actually owned by a big like infrastructure company back in the day.

• 31:57John Coogan?

  There you go.

• 31:58Jordi Hays?

  And so I could imagine, I could imagine the Arnauld getting, getting, getting back in the game at some point.

• 32:05John Coogan?

  Adornai.

• 32:06Jordi Hays?

  Anyways, a lot, a lot of fun. No disrespect to France. I think we were just having fun. Well, it has been a fantastic show today.

• 32:14John Coogan?

  Thank you for tuning in to our Super Bowl review special. We've planted the bomb. We will see you tomorrow. Goodbye.