Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.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.

• 0:00Jordi Hays?

  What's your take?

• 0:00John Coogan?

  My take is, do you want iMessage in Gemini 3? Do you want iMessage in your AI assistant, in your personal superintelligence? After Meta Connect, we left saying, wow, the virtual reality, the Call of Duty heads-up display is here. It's arrived, the Meta Ray-Ban display. And the technology was really cool. The glasses didn't look that crazy. The actual HUD was really high quality. Like, you could actually read what was going on there. But where we left it was, wow, if it doesn't work with iMessage, I can't imagine wearing that because my whole life is iMessage. And I was just kind of reflecting on this idea that like, iMessage has kind of emerged as my personal ERP system. Remember when VCs used to be like, oh, we need a personal CRM?

• 0:45John Coogan?

  And it was like, you've just turned every one of your personal relationships into a business relationship and now you should be using an actual CRM?

• 0:54Jordi Hays?

  I'm getting, I'm getting the blood flowing this morning.

• 0:57John Coogan?

  I'm glad.

• 0:57Jordi Hays?

  I'm enjoying some movement.

• 0:59John Coogan?

  Personal CRMs never took off. And I noticed that like, iMessage has kind of become like, my personal data lake, my personal ERP system. Like, it's my single pane of glass. Like, it's the source of truth. It's like the system of record for my personal life. And also, we use it for business and stuff. iMessage has really, really grown to the point where it's not just like, one-on-one text messages. It's all these group chats. It's sharing of locations and documents.

• 1:25Jordi Hays?

  Files that were shared, you know, PDF that were shared over a year ago.

• 1:29John Coogan?

  Totally, totally. And so, and so my question is like, it seems like iMessage is important for the heads-up displays, for the smart glasses. Will it be important for Gemini? And we were debating this, like, in general. I think that all the Apple Intelligence features will get better with Gemini 3. We saw on the benchmarks, we demoed the product. Gemini 3 is definitely a great model, the best model potentially right now. Apple will be able to implement that all over the place. And they just won't have to worry about, like, do we have a good foundation model to build on? But what does the actual flowback look like? Because Google and Apple are famously like walled gardens. Like, you can't really just interface with them.

• 2:08Jordi Hays?

  Some of the best walled gardens. All time.

• 2:10John Coogan?

  Some of the best walled gardens of all time. The average consumer will just see Apple Intelligence and they'll really just see Siri. I think people won't necessarily expect that that if they're interfacing with Gemini over in Gemini world, in the Gemini app or in Gmail, they won't expect it to connect to their iMessage, even though it's the same model that's powering both of those. And Apple will say that that's for privacy reasons and consumers won't know to ask. But I'm kind of curious about that because that would be an interesting feature. And I don't know if you would even want that. Like, would you want to be able to go to the Gemini app and have it be able to pull a,

• 2:51John Coogan?

  you know, a file that was shared with you in an iMessage group chat?

• 2:56Jordi Hays?

  I feel like my entire life runs on iMessage. And it doesn't feel like Apple is super motivated, like actually building for power users. And so if there was a way to get more value, having that data within Gemini, right? Like, hey, draft me text message responses to people that I've texted, you know, more than, more than one day that I haven't responded to in the last two weeks. And have a draft a bunch of messages that I can then just go through and at least like look over and respond to.

• 3:31John Coogan?

  Yeah.

• 3:32Jordi Hays?

  But I, I don't know. I'm, I'm, I, I have zero faith that there will be any portability. And the reason for that is Apple's paying Google.

• 3:40John Coogan?

  To white label.

• 3:41Jordi Hays?

  To effectively, yeah, white label the model, leverage Gemini in the next version of, of Apple Intelligence.

• 3:48John Coogan?

  Yep.

• 3:48Jordi Hays?

  And they're just going to be focused on integrating it within their ecosystem deeply. And I think if, if they weren't paying for it, Google would have been able to negotiate for quite a lot more.

• 3:59John Coogan?

  It does feel very different than Google Search because the models are actually. Intelligent. I'm imagining more of like when I, when I go to an L L M to prompt it for a gift guide. If it has access passively to iMessage, it can understand, oh, like people have been sharing these links with you to things that could be gift. Here's the context around the context. Maybe they shared that link with you being like, lol, I would never buy this someone for Chris, for your someone for Christmas. Or they could have been from a family member saying, you know, this has been like, I would write to Santa for this. And they're like alluding to the, to you actually wanting to buy them for that. Tyler, what do you think?

• 4:36Speaker 02

  I, I think like, when I think of like AI in like communications generally, I think it's more like, the vision is like, um, let's say I'm trying to set up a meeting with Jordy. It's like, I have an agent. My agent talks to Jordy's agent. They sort everything out. If we should meet, when we should meet, where we should meet. And then it's kind of like done completely separately from like iMessage even.

• 4:54John Coogan?

  Yeah.

• 4:54Speaker 02

  So I, I think that's more of like my kind of ideal vision of like what L L Ms and messaging like look like. I'm not even doing the actual messaging.

• 5:02John Coogan?

  Like the reality of everyone's life is that they use multiple messaging systems. They use email and WhatsApp and Signal and then iMessage and Twitter D M's. And there's never been a successful unification of these. But I was laughing to myself, thinking about like a humanoid robot, because like a humanoid robot, you could literally just like be like, here's the phone, here's the passcode, go respond to every message on my phone. It could do that and it would be impossible to like, there's no like data wall that you can put up at that point, really. Gemini three pro is the first L L M to beat professional human players at GeoGuessr. Wow.

• 5:39Jordi Hays?

  This is, this is one of those things that I think is actually still going to be wildly entertaining. Even when, even when like chess, right? Like watching him figure out where something is down to a single street is still going to be impressive and probably entertaining.

• 5:54John Coogan?

  Also, I mean, it, this feels like it has to be like overfit on GeoGuessr because like, didn't Google create all the GeoGuessrs? Like data source.

• 6:04Speaker 02

  Yeah, it's all just Google Maps.

• 6:05John Coogan?

  It's Google Maps and like, and it has to be in the training data like perfectly. So like the beauty of watching someone play GeoGuessr is that they're, they're not just doing memorization. They're not just like, oh, I know that street. I know every street because I've memorized every street. They're, they're actually applying a whole bunch of heuristics and patterns and matching.

• 6:21Speaker 02

  G P T five release?

• 6:22John Coogan?

  Yeah.

• 6:23Speaker 02

  People would, would like. Submit just a picture they took like on their phone of like themselves. It's like, where am I? So that's not like actual, I mean, that's not from

• 6:30John Coogan?

  Yeah, it's not over

• 6:31Speaker 02

  And it would still do like really well.

• 6:33John Coogan?

  Okay. Yeah. Yeah. How, how would you benchmark the, uh, the three pro versus GPT five? Because it seems like three pro is not equivalent to, to five pro. Five pro is more like deep think.

• 6:48Speaker 02

  Uh, yeah. If you're looking at like price and like the

• 6:51John Coogan?

  How long

• 6:51Speaker 02

  Yeah. How long it takes to generate

• 6:53John Coogan?

  Got it. So three pro is like five instant. Or is it like five thinking?

• 6:59Speaker 02

  Uh, it's five thinking.

• 7:00John Coogan?

  It's five thinking.

• 7:01Speaker 02

  Three flash, if that comes out.

• 7:03John Coogan?

  That will be instant.

• 7:04Speaker 02

  Yeah. Like, like 2.5 light or flash, or there's flash light. So

• 7:07John Coogan?

  Yeah. Okay.

• 7:08Speaker 02

  Uh, that's more the instant model.

• 7:09Jordi Hays?

  Yesterday, Google announced a Google anti-gravity, their new agentic development platform. Which IDE did they use to build anti-gravity? Windsurf or Cursor? And Silas over at Cognition said, so Google just forked the Windsurf codebase. And they even forgot to remove the Cascade branding in some places. Cascade, uh, isn't, is a, is a part of, uh, of Windsurf's product, which is obviously now by Cognition. This is funny that they kind of missed this, and I think it's fair for the cognition team to dunk on it. They, of course, Google did buy, you know, spend, uh, however many billions

• 7:46John Coogan?

  Yeah.

• 7:47Jordi Hays?

  On, on acquiring the Windsurf IP. So not super surprising.

• 7:51John Coogan?

  This is the big story here. Google trained Gemini three pro on Google's own TPUs. No mention of Nvidia chips. This is pretty crazy. I mean, they've been doing this for a while, but, uh, Nvidia is announcing earnings today.

• 8:06Jordi Hays?

  Best model ever created.

• 8:08John Coogan?

  Yeah.

• 8:08Jordi Hays?

  From a benchmark standpoint.

• 8:09John Coogan?

  Yeah.

• 8:09Jordi Hays?

  Didn't use Nvidia chips, which are supposed to be a monopoly. This doesn't feel fully priced in yet. To either company.

• 8:17John Coogan?

  Yeah.

• 8:17Jordi Hays?

  But then again, right, it's so hard to predict demand over the next five, 10 years that maybe, maybe it doesn't even matter.

• 8:23John Coogan?

  If TPUs are not for sale, Nvidia does have a monopoly. If Nvidia truly is the only seller in the market because Google is not a seller, then yes, they still extract, they still extract monopoly power from every other buyer. Because every other buyer said, yeah, I'd love to buy TPUs, but I can't. So you're the only game in town still.

• 8:40Jordi Hays?

  Yeah.

• 8:41John Coogan?

  But it's a very weird dynamic where you do have two very clearly performant products that are not, that are not actually driving down cost. It must be very frustrating.

• 8:51Jordi Hays?

  It's extremely Google that a flagship consumer product is named as a reference to interorg drama that happened three years ago.

• 8:57John Coogan?

  The Zodiac Gemini refers to twins, Google's Gemini is a reference to two formerly distinct labs, Google Brain and DeepMind, that were merged into one lab, Google DeepMind.

• 9:07Jordi Hays?

  There we go.

• 9:08John Coogan?

  Yeah, and I guess the interorg drama that happened three years ago was just this idea of, of, you know, DeepMind was acquired in, but Google Brain was still running. This, isn't this a reference to Gemini as in the constellation of the Gemini twins, referring to the consolidation of twin organizations? I like that. That's actually a pretty good name. World models are the thing I'm spending most of my research time on. I'd love more TPUs. You look at seed rounds with just nothing being tens of billions of dollars. It's not quite logical to me.

• 9:40John Coogan?

  Taking shots, shots fired. Do we have the gun?

• 9:42Jordi Hays?

  Now we remove that.

• 9:44John Coogan?

  Oh, we removed it, okay.

• 9:45Jordi Hays?

  Just a note on TPUs. Alex says, when you talk about the constraints, Google has more computing access with TPUs than most companies. I would think that Google could just go all in on your team's work, but Google also gives TPU access to other startups and even rival AI labs. Do you ever just go, give me all the TPUs? And Demi says, I'd love more, but there are business requirements to balance. There's short-term and long-term revenue, and all of these things need to be balanced and smoothed out. It's a huge advantage. We have TPUs in our own stack and we co-design the TPUs with the TPU team based on where we know we're going software-wise. But yeah, there isn't enough compute in the world, as we all know, for everything that we want to do. There are always competing things. And then there's the question of what is the return on that amount of compute? It can be a research return, a new product investigation return, or direct revenue.

• 10:31Jordi Hays?

  Genie is still in the exploratory phase in terms of what we may eventually do with it.

• 10:36John Coogan?

  Quarter app has dropped a, uh, an announcement that the Nvidia earnings call will be tonight at 5:00 PM Eastern Time. All eyes on Wong.

• 10:46Jordi Hays?

  Scroll down if you can, because somebody ran this graphic through mid journey and it's crazy.

• 10:51John Coogan?

  Crazy. So bad by comparison.

• 10:54Jordi Hays?

  I mean, it's, it still goes pretty hard.

• 10:57John Coogan?

  Yeah. Nvidia and jobs data coming. Reports will provide key signals for investors after a market pullback. The fog masking the direction of the American economy and future of the artificial intelligence boom is starting to lift after mounting scrutiny of stratospheric tech investments, as well as a blackout of federal data during the longest government shutdown in US history. Wall Street awaits two reports that stand to reshape its outlook for the months ahead. AI poster child Nvidia is due to report earnings after the closing bell Wednesday, offering a snapshot of demand for chips that are in, that are a linchpin in the tech mania that has lifted markets and helped buoy the economy. Also with the

• 11:39John Coogan?

  Nvidia news, it's like, how much can you actually read into AI demand based on Nvidia earnings? Because I feel like we're, we're projecting out like these deals five years in advance. We buy the chips, then we install them. Like that whole rumored deceleration in chat GPT growth. If that is real and that's happening and, and chat GPT usage is starting to plateau from 800 million weekly to, hey, next year it's going to be like 900 million, a billion. Like it's not going to be 5 billion next year. Are we expecting that to show up in the Nvidia data this quarter? Like probably not, right? Because like OpenAI has projected out five years of demand for GPUs. So I don't know. It seems hard to actually

• 12:21John Coogan?

  read into Nvidia's earnings as a, as a, as a real snapshot of demand.

• 12:27Jordi Hays?

  The reason there's fixation Nvidia is currently, it's like 8% of the S and P 500.

• 12:32John Coogan?

  It's crazy.

• 12:33Jordi Hays?

  So like it, it's just. It matters more than any other. This feels like the most important earnings call of the year. In related news, it got announced this morning, Musk's XAI and Nvidia to develop a data center in Saudi Arabia. It's a 500-megawatt data center in Saudi. XAI is working with Nvidia and a Saudi Arabian partner to develop a data center in the Kingdom, Musk said Wednesday at an event with the Crown Prince. They're teaming up with Saudi Arabia's AI company Humane. That's going to be 500 megawatts or enough electricity to power several hundred thousand homes for a year. Do we expect XAI to be operating and competing as like an AI cloud?

• 13:18Jordi Hays?

  Or is this going to be something that they're they want to have a local version of Grok? To me, it seems much more likely that like they just want to be in the data center business.

• 13:26John Coogan?

  Yeah. Oh, that, yeah, that's a very interesting.

• 13:29Jordi Hays?

  And to me, that's always made sense because Elon is clearly.

• 13:31John Coogan?

  He's fantastic at that.

• 13:32Jordi Hays?

  Pretty much best in the world. Clearly very good at like large scale physical infrastructure build outs, getting getting access to energy, doing things on a ridiculous time horizon. And so in order to support XAI's valuation, I could see them trying to get into get into that game.

• 13:50John Coogan?

  If there is strong US inference demand, but latency is not an issue, like it might be valuable to actually just co-locate the data center next to the oil. So because maybe the energy is cheaper.

• 14:04Speaker 03

  Eliminate poverty.

• 14:05John Coogan?

  Eliminate poverty.

• 14:05Speaker 03

  And Tesla won't be the only one that makes them. I think Tesla will pioneer this, but.

• 14:12Speaker 03

  But AI and humanoid robots will actually eliminate poverty. And Tesla won't be the only one that makes them. I think Tesla will pioneer this, but there will be many other companies that make humanoid robots. But there is only basically one way to make everyone wealthy, and that is AI and robotics.

• 14:29John Coogan?

  What do you think?

• 14:29Jordi Hays?

  All problems in the world solved by one product. I love it.

• 14:34John Coogan?

  I mean, it's it's not the craziest take.

• 14:36Jordi Hays?

  This is, you know, we joke about land a lot. We joke about it being the most undervalued asset by the current generation of investors. But land is the one thing that even with an army of humanoids, like you can't. As easily like copy and paste. It's not like land on the blockchain where people were like, no, like you can buy this plot of land on the blockchain and that's yours forever. And somebody's like, what if I just make another blockchain?

• 14:58John Coogan?

  Exactly.

• 15:00Jordi Hays?

  And I can also get from this piece of land, I can get from this piece of land on this blockchain to this other piece of land on this blockchain in a second.

• 15:07John Coogan?

  Yeah.

• 15:08Speaker 02

  If you have enough humanoid robots, though, then land is actually not that hard to get.

• 15:12John Coogan?

  Can we tell the story of us risking our lives yesterday? We really should.

• 15:16Jordi Hays?

  Yeah, this was, this was truly incredible stuff. So we were looking, we're in the Ultra Dome here for at least another year, but we're starting to think about our, our second, the next Ultra Dome.

• 15:30John Coogan?

  Ultra Dome V2.

• 15:30Jordi Hays?

  We want to get slightly more space. There's a number of different things that we want. So we, we found a space that we love. It's, it's dome-like. We're looking for a space in LA that is fit for the Ultra Dome. There's not a lot of things that qualify. And so we had looked at the space a couple of times. I had seen it with Ben. John and I drove by it and then we went back to look, do another walkthrough.

• 15:54John Coogan?

  You were excited.

• 15:54Jordi Hays?

  And we're getting like, I'm like extremely excited about the space.

• 15:57John Coogan?

  You were pitching me.

• 15:58Jordi Hays?

  I'm pitching John on, here's where this thing goes, here's where this goes.

• 16:01John Coogan?

  You made us, on the way to the show in the morning, you make me poke, poke my head through the window.

• 16:06Jordi Hays?

  I was really, really selling John on it.

• 16:09John Coogan?

  We go in.

• 16:10Jordi Hays?

  Really selling John on it. It's a beautiful, beautiful space. It's like a few minutes from where we are now. Made a lot of sense.

• 16:16John Coogan?

  Ethan says RTD2 was the original digital guy.

• 16:23John Coogan?

  Digital guy is incredible for sure. Sorry, anyway.

• 16:27Jordi Hays?

  So, so anyways, we go for the third time to this space and I'm just selling John on every, every inch of the space. I'm like, this is what we're going to do here. This is what we're going to do here. Here's where the trust is going to go. Here's where the production team is going to go. And we're just walking around, kind of getting, getting a feel for it. And we're basically wrapped up, like we're super excited about it, not necessarily ready to make an offer on it. But, but certainly like, we're like, okay, this is by far the best option that we've found. We've looked at a bunch of spaces.

• 16:56John Coogan?

  It checks a bunch of the boxes.

• 16:57Jordi Hays?

  Checks a lot of boxes. And right as we're about to leave, John like looks over and there's like a closet. Door with a key in it and you just like walk over, I just walk, watch you walk over and like open it up and you start looking, looking around and first I make the joke, I'm like, oh, this is like the, the intern closet. Cause it's like this really long, narrow, like hallway thing that's just like a, it's, it's like the worst room you could imagine. And, and so the idea of putting Tyler in it was, was, uh, was at least entertaining. Uh, and then we're like, wait, what's that humming sound? And there's like this box that's like covered up and it's just like this, like not super loud, but just like constant humming sound. And we asked the, the broker, we say-

• 17:35John Coogan?

  Super weird because he was drywalled. Like you walk into this, to this big room, it's a big room. And then within that big room is a massive drywalled box.

• 17:44Jordi Hays?

  With no entrance.

• 17:45John Coogan?

  No entrance to the box, but it's drywalled. Like you don't usually see drywall inside of a room that's not, doesn't go all the way to the ceiling. And so it was very clear-

• 17:53Jordi Hays?

  And so we walk into this room that has-

• 17:55John Coogan?

  Behind this drywall, they were hiding something basically. And you couldn't see.

• 17:56Jordi Hays?

  And there's no, there's no purpose to the room.

• 17:59John Coogan?

  Yeah.

• 17:59Jordi Hays?

  Other than it just stores the box.

• 18:00John Coogan?

  Useless room. It stores the box.

• 18:01Jordi Hays?

  That has no entrance.

• 18:02John Coogan?

  That has no-

• 18:02Jordi Hays?

  And it's humming.

• 18:03John Coogan?

  Yes.

• 18:04Jordi Hays?

  And, and we look around and John's like, what's in the box? And the real estate agent-

• 18:07Jordi Hays?

  The broker says, the broker says, oh, that's just the machine that cleans the soil. And we were-

• 18:14John Coogan?

  No, no, no. She said, she said, uh, that's just the machine.

• 18:20John Coogan?

  That's just the machine. And we're like, oh, like-

• 18:23Jordi Hays?

  What kind of machine?

• 18:24John Coogan?

  What kind of machine is in there?

• 18:25Jordi Hays?

  And she's like, don't worry about it.

• 18:26John Coogan?

  She's like, don't worry about it.

• 18:27Jordi Hays?

  It's not a big deal.

• 18:28John Coogan?

  Yeah. Just like, you know, buildings have machines sometimes. There's a machine in there. It's a machine.

• 18:32Jordi Hays?

  It's always on, but you don't, it's, it, we took that out of the square footage. So don't worry.

• 18:35John Coogan?

  Oh, yeah. That was a wild one. We took it out of the square footage.

• 18:37Jordi Hays?

  We're not billing, we wouldn't bill you for it.

• 18:39John Coogan?

  And, and so we're like, okay. What type of machine is it?

• 18:41Jordi Hays?

  And she, and then she goes, it's a machine that cleans the soil.

• 18:44John Coogan?

  And we're like, is this on like some sort of haunted burial ground or something? Like what are we doing down there?

• 18:49Jordi Hays?

  Is this a hazardous waste site? And she goes again, really not a big deal. I would worry about it if you were going to buy the place, but since you're just planning to lease, don't worry about it. And then we were like- Okay, like, the more you tell me not to worry about it, like, I kinda wanna know more. So what's it cleaning up? And she's like, oh, I mean, there's, it's 85% of the way clean. We're like, what's, what's getting cleaned?

• 19:16John Coogan?

  When did this process start? How long will that go? Has it been going for 100 years?

• 19:20Jordi Hays?

  We're like, will the box, will the machine?

• 19:22John Coogan?

  It didn't start an hour ago, and it's just gonna be 15 more minutes? Like, you gave us no context to actually project out what 85% of the way means. And, and finally, she's like, there was a laundromat here ago, and we start piecing it together. And we kind of like, don't wanna press her on it too much. So we leave and start doing some Googling. We figure out that it's not a super fun site, but apparently, there was a, there was a laundromat there that was using toxic chemicals that leaked-

• 19:51Jordi Hays?

  No, it was a machine shop.

• 19:52John Coogan?

  Oh, a machine shop? Oh, that's what we figured out. So they said laundromat, and apparently, laundromats can give off toxic chemicals that if they get in the ground, can be very cancerous for a very long time. This was apparently a machine shop, like, almost 100 years ago or something? And they're working on cleaning the soil. But I still don't even understand how you clean all of the soil under an massive building, without causing a collapse. Is it like, a whole bunch of tunnels that are digging around under there?

• 20:18Jordi Hays?

  It's a bunch of R2-D2 robots.

• 20:19John Coogan?

  Maybe it's a bunch of R2-D2s, honestly.

• 20:21Jordi Hays?

  So anyways-

• 20:22John Coogan?

  It was very, very bizarre. It was one of the funniest, like, just, like, jump scares ever. Whoa, I had no idea that AI uses 5,329,584 water per year. That's insane. Like, it uses just one water.

• 20:42John Coogan?

  Yeah, people are all over the place with the water thing. No one is debating that it uses a lot of energy. Like, we're actively burning natural gas for a lot of this AI stuff. Like, like, all of the old school, "Don't, don't cause global warming by burning fossil fuels." Like, all of those, all of those, like, claims apply to AI today. Like, you could just make those claims. But instead, everyone seems to have been, like, caught up in this water, oh, the water usage is so bad.

• 21:09Jordi Hays?

  It's because water feels more scarce to people than electricity.

• 21:12John Coogan?

  Maybe. It's like if I can't drink water, I die. But if I can't access natural gas, like I can still live, maybe. This is the single most massive factual error in a major book I've ever personally noticed on my own, and I think I'm the first person to notice it. Empire of AI asserts that a data center is using 1,000 times as much water as a city. In reality, it's 22% of the city's water. In other words, the data center could use more than 1,000 times the amount of water consumed by the entire population of Cirillo, that Chilean city, roughly 80,000 residents over the course of a year. How justifies this number in the notes, saying, in other words, the data. The Google Environmental Impact Report to SEA stated that the data center could use 169 liters of potable

• 21:57John Coogan?

  water a second, or 5 million. Oh, it's right there. That's the same number. 5 billion liters a year. According to the Water Service Authority in Cirillo, the municipality consumed 5 million liters in all of 2019, the Google, the year Google sought to come in. 5 billion liters a year divided by 5 million liters equals 1,000. Something isn't adding up here. It doesn't make sense that you could use 1,000 times the amount of water used by that city. Andy Masley has successfully put this book, Empire of AI, in the truth zone. And we thank him for his service. I'll come out of Twitter retirement for this one. Picnic at Work, LFG. Great job with.

• 22:42Jordi Hays?

  Picnic is delivering lunch directly to your office floor with no fees and no tips every day from 50-plus restaurants.

• 22:49John Coogan?

  We gotta look at the benchmarks. What's the max amount of protein? Is it over 200?

• 22:53Jordi Hays?

  Are they protein maxing?

• 22:54John Coogan?

  Is it over 200? Because we saw the, a major, major jump in, in, in the amount of protein in a bowl yesterday with Sweetgreen. Sweetgreen's at 108 now. This is the most important benchmark in the bowl economy.

• 23:08John Coogan?

  Which I'm a huge fan of, but are we seeing acceleration? Are we seeing a fast takeoff in the amount of protein? I want to be seeing 200 grams of protein, then 1,000, then 10,000, then 100,000. It should be 10x-ing every year, just 10x that. Yes, exactly.

• 23:23Jordi Hays?

  Everyone's always talking about fast takeout, but we need to be talking about a fast takeoff.

• 23:27John Coogan?

  Casual takeoff. Brookfield today announced the launch of a $100 billion global AI infrastructure program in partnership with Nvidia and the Kuwait Investment Authority. There are tons of press releases going out every single day. Daniel Tenereau says, running a business is all about partnerships. Cloudflare unfortunately had an outage yesterday. Well, we were not affected. An outage that knocked swaths of the internet offline was resolved Tuesday after drowning social media sites, disrupting retail sales and stalling transportation networks. Users visiting sites including X, ChatGPT, DoorDash, IKEA, Metropolitan Transport Authority

• 24:08John Coogan?

  in New York City were met with error messages related to Cloudflare, a cloud provider used by major companies for security tools that protect from cyber attacks and traffic surges. A spokeswoman from Cloudflare said an unusual rise in traffic to one of its services at around 6:20 a.m. Eastern Time caused traffic passing through the company's network to experience errors. The bug was fully resolved by 9:30.

• 24:34Jordi Hays?

  I'm interested to know what happens to the business when they have these outages. On one hand, it's a great way to tell the world that the entire world runs on Cloudflare. And then you talk about the stress from the Cloudflare team where anybody that's built a software product has experienced the product going down and the stress around that. But it's like when your product goes down and then many of the services that people use and love across the country and the world also go down, it's even more stressful. But it also probably brings like a ton of, you know, ton of traffic to the site. And people might might start evaluating some features and say, hey, maybe this is a good solution. I'm gonna watch. I'm gonna sign up and see how they kind of react to this.

• 25:11John Coogan?

  There's some pretty crazy news. The founder of an ADHD startup is found guilty of conspiracy in an Adderall case. What a crazy story. Telemedicine psychiatry startups have driven an unprecedented wave of amphetamine abuse. So he was worried, he was sounding the alarm bells four years ago about ADHD medications being overly prescribed, too easy to prescribe. He said, after tweeting this, an executive at helloahead.com DM'd me from an anonymous account, details of my care history with them, asking that I delete the tweet or caveat that they are not bad. Worth remembering that in 2021, 2022, many

• 25:53John Coogan?

  major healthcare venture investors funded a cabal of internet pill mills that operated with mafia tactics to silence regulators and drive an unprecedented wave of amphetamine dependence in the United States. Well, today, there has been some justice done, I suppose, for these ADHD startups. A jury found Ruthia He guilty of conspiring to distribute controlled substances after her startup, Dunn Global, became a ready source of Adderall prescriptions for more than 100,000 patients.

• 26:23Jordi Hays?

  Hack and Venture basically decided, like, doctors were a bug, not a feature.

• 26:28John Coogan?

  Yeah.

• 26:28Jordi Hays?

  It's like, yeah, why waste time talking to a doctor just to get the medication that you want and that you know you need? It's like, oh, actually, like, having having somebody that is like, pro, you know, even if it's slower, like, having somebody that's there and actually understanding the patient and having like some personal connection with the patient feels very much more and more like a feature.

• 26:50John Coogan?

  And and also having the economic incentive of the doctor being, like, they get paid a lot of money and live a great life just to give great advice and follow the Hippocratic Oath and be like a pinnacle.

• 27:03Jordi Hays?

  To give great care.

• 27:04John Coogan?

  Like a member of their society.

• 27:05Jordi Hays?

  Not to increase conversion rate.

• 27:07John Coogan?

  Exactly. Nvidia beat earnings. They have traded up. The stock is up 3.8, 3.91%.

• 27:15Jordi Hays?

  It is at the very bottom.

• 27:17John Coogan?

  There were signs. This is your prediction. Uh, one of your, one of your many predictions, but.

• 27:22Jordi Hays?

  This is all the only, the only data.

• 27:25John Coogan?

  This is the only data you need to know. You know, you know, uh, you said this. I think he's going to be in earnings because he's drinking beers. And, uh, and Ev was like, yeah, you belong in a pod shop. And he was saying it like sarcastically, like, you know, to be in a real hedge fund pod shop, like you have to be much more quantitative than that. Turns out you don't. Turns out the vibe analysis works.

• 27:43Jordi Hays?

  You gotta take it all in. You gotta take it all in.

• 27:45John Coogan?

  Uh, thank you to everyone for tuning in and we will see you tomorrow.

• 27:48Jordi Hays?

  Global economy continues.

• 27:50John Coogan?

  Continues. The party continues, folks. White suits tomorrow.

• 27:53Jordi Hays?

  Gabe in the chat. Gabe's getting drunk. Get drunk responsibly.