Intel Rips, Thrive Launches Eternal, GPT 5.5 | 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. 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?

  The big news, of course, is Intel. Intel is absolutely ripping. Intel jumped 20% after hours on the back of $13.6 billion in Q1 revenue. Only 11% above analyst estimates, but there's five key factors that are coming together to create a new narrative around Intel that are driving the stock much higher. And it is almost at all time highs.

• 0:26Jordi Hays?

  The main factor is Bubble Boy on X.

• 0:27John Coogan?

  A lot of people have called this, and it is long overdue. The revenue is only up 7% year over year, but next quarter is already guiding to be better, somewhere north of $14 billion probably. But there's still big losses under the hood. This quarter, they lost $3.7 billion. Not good. But that was mostly driven by one-off charges related to Mobileye and derivative payments tied to the US government's 10% stake. So if you strip those out, Intel actually earned $1.5 billion, which is much better than what people were expecting, which was basically break even. So the cruise ship of Intel is starting to turn somewhat. But the narrative has already completely shifted.

• 1:09John Coogan?

  So Intel is working again, is the idea. The AI trade has mostly been Nvidia. Nvidia's memory suppliers, TSMC, Power Equipment, Cloud Capex, and a few software names that can prove real adoption. If you're accelerating your top line, you are an AI winner. That's sort of the rule of thumb. Of course, things might play out differently, but that's what's been happening in the market. Intel was the most embarrassing missing piece. Why isn't Intel booming when we're in a computing boom? It made no sense, but there were good reasons, and we'll go through them. The company that invented the modern CPU era, they missed mobile, they fell behind TSMC, they failed to produce a competitive AI GPU. They did fab a GPU at one point. They tried to get into gaming at one point, but they never really found traction,

• 1:54John Coogan?

  especially in the data center and the servers for AI training. And so they have fallen behind. And then they spent the last few years trying to convince the world that Intel could still matter. But now, oddly enough, the rise of AI agents, it's giving Intel a second shot. Do you have thoughts on Intel yet? I want to keep going.

• 2:11Jordi Hays?

  It's funny, because at the moment that the US took position in Intel.

• 2:18Jordi Hays?

  It was like, it felt like a ba- it was a bailout, right?

• 2:21John Coogan?

  It felt like that, yeah.

• 2:22Jordi Hays?

  And it felt like you would expect, okay, over time, this is very, this is gonna be very, very good for Intel to have that vote of confidence, but I don't think anyone was really predicting that it would go up quite this much in this span of just half a year.

• 2:37John Coogan?

  I think Ben Thompson wrote a pretty strong bull case for the, for the Intel US deal. Basically, like, you had to, you had to grapple with this idea of like, this doesn't feel like free market capitalism.

• 2:49Jordi Hays?

  Yeah, I guess, I guess the only thing is like, there wasn't, there wasn't this narrative around CPUs at the time that the deal was happening.

• 2:55John Coogan?

  True.

• 2:56Jordi Hays?

  Or at least it wasn't a very public narrative.

• 2:58John Coogan?

  Yes, yes. The bull case at that time that I heard most loudly was not the CPU boom. It was

• 3:04Jordi Hays?

  It was just overall chipping in.

• 3:05John Coogan?

  It was the 14, like, the, the, the, the leading edge fab that, basically, by having the US government as a shareholder, you see those dinners with all the AI lab leads and all the hyperscaler CEOs, and there's a world where there's another one of those meetings, and the government administration says, hey, we are backing Intel, I need all of you to commit to buy, you know, a ton of, of, of supply if Intel actually goes and builds the leading edge fab, which is gonna cost them billions of dollars, but if they have the demand gain, guarantees, then they will actually be able to go do it. Tyler, what was your take on that?

• 3:42Speaker 02

  Yeah, I, I think Leopold, or, sorry, Intel has long been kind of the Leopold take, which, which is that like, you know, this is the clear, like, this is the company you wanna own in, in the kind of nationalization

• 3:52John Coogan?

  Sure.

• 3:52Speaker 02

  world of like, okay, Taiwan risk.

• 3:54John Coogan?

  Oh, sure.

• 3:54Speaker 02

  What are we gonna do if, if we can't make chips, you know, in Taiwan? Intel's like the very clear

• 3:59John Coogan?

  Yeah, yeah.

• 3:59Speaker 02

  strategy. Yeah, maybe it's like not working right now, but like, at some point, this is not just like economics, this is like, okay, this is, you know,

• 4:06John Coogan?

  Geopolitics.

• 4:06Speaker 02

  national security, like, it's extremely important that we have this capacity in the US, and, and Intel's kind of the only one that's even like remotely in, in the conversation.

• 4:13John Coogan?

  Yeah, yeah. No, that makes sense. There were some predictions from AI 2027 and other folks in the AI forecasting world around the rise of agents, that agents would arrive at this time. I didn't see too many folks who were predicting Strong, valuable, effective AI agents really predicting the CPU crunch, but that's exactly what's happened. So AI agents need CPUs to do things. Training frontier models, that's still a GPU story, but running agentic workflows across data centers orchestrating tasks, routing jobs, managing memory, handling inference workloads, coordinating servers increases demand for the boring old central processor. Intel's data center segment produced 5.1 billion in quarterly revenue,

• 4:58John Coogan?

  beating the 4.5 billion analysts expected. And Intel CEO Liputan said, "The next wave of AI is moving from foundational models to inference to agentic AI, and that shift increases the need for Intel CPUs, wafers, and advanced packaging." On the earnings call, he said that the CPU to GPU ratio is closer to one CPU for every four GPUs versus one for every eight in prior years. And there is an interesting forecast from Liputan as well. But VK Macro says, "CPU to GPU ratio flipping from one to eight to eight to one is absolutely wild. That's just a completely new world to what we've had so far."

• 5:39John Coogan?

  This is from Evercore, ISI's Mark Lapisus, "Has upgraded Intel directly from neutral to outperform," and mentions that as AI workloads shift further toward inference and agents, "The weight of CPU demand will rise sharply, and the CPU to GPU ratio could flip from 1.1 to 8 to 8 to 1, which is a massive, massive switch."

• 6:03Speaker 02

  Yeah, I mean, I don't know, like, that's kind of a crazy ratio.

• 6:06John Coogan?

  It is.

• 6:07Speaker 02

  Because like, the lesson from tier models is that like, the models are going to keep getting bigger. You're going to need way more like chips to implement them.

• 6:14John Coogan?

  Yep.

• 6:14Speaker 02

  Like Dylan Patel was on Patrick O'Shaughnessy, I think it came out yesterday or the day before. And he's just saying like, you know, the models are going to get really expensive. Tokens are going to get super, super expensive. People are going to price down. So I don't know if I fully believe the narrative that like you need all the CPUs.

• 6:29John Coogan?

  Yeah.

• 6:30Speaker 02

  You're gonna need way more CPUs than.

• 6:31John Coogan?

  Well, I mean, the.

• 6:36John Coogan?

  It really lines up perfectly. His camera is the main one that fits perfectly. The glasses land.

• 6:42Speaker 02

  I love a Friday show.

• 6:43John Coogan?

  Yes, that's a good point, but there is this, I think, at least in the midterm, like the.

• 6:48Speaker 02

  Yeah, there's like capabilities overhang.

• 6:50John Coogan?

  And just like one really smart AI system that's being influenced on GPU can spin off a ton of CPU workloads and do a lot of things that require CPUs.

• 7:02Speaker 02

  Yeah.

• 7:02John Coogan?

  Like even in the like the SaaS apocalypse, like you vibe coded Slack or whatever. It's like, well, that vibe coded system is running on a CPU. And if it took you, you know, like, I don't know, a thousand GPU hours, but then that system runs on CPUs that are running constantly for every user. You still wind up with what creating more CPU demand out of the GPU.

• 7:24Speaker 02

  I think this take makes a lot of sense if you are like kind of, you know, long open source, we're gonna have a lot of these open source models.

• 7:30John Coogan?

  Yeah.

• 7:31Speaker 02

  They're quite small. You can run them on like small amount of chips, but you just have a lot of them. You have a bunch of agents doing a bunch of stuff at the same time.

• 7:36John Coogan?

  Yeah.

• 7:36Speaker 02

  Rather than the single model, you know, influenced on a massive amount of chips.

• 7:41John Coogan?

  Why is the horse here? Anyway, whether it's going to eight CPUs for one GPU or staying at one CPU to four GPUs, it's still twice as good as it used to be. Because it used to be one to eight. And so that is bullish for Intel and Libutan is making that clear to the market and to the investors on his earnings call. Then there's the wild card, the TerraFab Elon Musk project. It's very exciting, but it's clearly further off. Elon Musk wants to build a massively vertical, integrated chip manufacturing operation with Tesla, SpaceX, and possibly other Musk companies needing huge volumes of chips for self-driving cars, humanoid robots, and even space-based AI data centers.

• 8:23John Coogan?

  Intel is supposed to help design, manufacture, and package chips for the project. Now, The Wall Street Journal has a more cautious view today. Elon is aiming for TerraFab to reach 100,000 wafers a month and then eventually one. Million wafers a month, which is just insane scale. So let's put it in context. One million wafers a month is about 70% of TSMC's total monthly output across all fabs. TSMC's largest fabs put out roughly 100,000 wafers a month into production. So you're talking about 10, you know, leading class TSMC fabs at Intel just on the TerraFab project, plus whatever else Intel is doing. So a pretty massive scale.

• 9:03John Coogan?

  And TSMC's CEO, C.C. Way, has said that it's just not that easy to build a fab overnight and get it up and running. So fabs take two to three years to build, and then another one to two years to actually ramp. And we've seen this with TSMC Arizona, which we've been very excited about, but it just takes time. And there is a bottleneck. And the bottleneck has been discussed at length. Ben Thompson wrote about TSMC risk and stratechery, arguing that TSMC needs to spend more on CapEx. And I think that should be clearer now. We'll see what happens at the next TSMC earnings call, because maybe they will be waking up. But overall, Intel now has a collection of plausible demand stories,

• 9:46John Coogan?

  even though the demand itself is not going vertical. The stock is going vertical on the back of these five key demand stories that are all pointing in the same direction, directly up. One, AI agents need more CPUs. Two, AI systems need more advanced packaging, a higher ratio of CPUs to GPUs. Intel can help with that. Three, the US government wants to erect a domestic leading-edge foundry. This is just a national mandate. Four, Musk wants an impossible amount of silicon. And five, also, the hyperscalers want more supply. And so all of that is good news for Intel. There are more companies that are getting into the CPU design space. We talked about ARM recently.

• 10:28John Coogan?

  And ARM, of course, it feels like they will be going with TSMC in the short term, but who knows what happens in the long term. So as CPUs continue to be important in the AI story, all good news for Intel. So suddenly, investors are more willing to entertain. A messy, expensive, strategic chip story than they were five years ago. Intel famously missed mobile, which meant TSMC ran away with enormous manufacturing volume and left Intel with a demand problem. Volume was destiny, as they say. You can't grow if you can't build the fab that's on the leading edge and you can't build the fab unless you actually have the customers. And so if you missed mobile, you just have this gap and you have to jump over it with the help of the government and a bunch of other people and the AI narrative and all

• 11:11John Coogan?

  these different five key pieces. So the pieces of the puzzle are coming together now and that's good for Intel. It's also good for America's chip manufacturing prospects. So good news overall and congrats to all the Intel shareholders that were believers early on and rode the wave. Everyone, every US citizen. Every US citizen. Congrats to all Americans. Every US citizen and every, every US debt holder. So even the international folks that own treasuries are in a better financial position today.

• 11:39Jordi Hays?

  You gotta think about what this does to Trump's confidence level. You know, he's like, I, I enjoy a bailout. He's like, I'll indulge Spirit Airlines, American Spirit. I think he's excited about the potential there.

• 11:54John Coogan?

  Sure, sure.

• 11:55Jordi Hays?

  But why, why stop at just bailouts, right? Why not, why not start taking a position in hyperscalers? He's like, look, like I think I can move your market cap by three X. I've done it before.

• 12:06John Coogan?

  Yeah.

• 12:06Jordi Hays?

  And Intel was, Intel was falling apart.

• 12:09John Coogan?

  Yeah.

• 12:09Jordi Hays?

  Imagine if I, imagine if he applied all, all his wisdom to a company already winning.

• 12:15John Coogan?

  Certainly possible. Jim Cramer is excited about it. He said in 13 months, Lip Bouton took Intel from a possible and unthinkable bailout candidate to one of the wealthiest companies in the chip industry. There is a big three of CPU, AMD, Intel and ARM. The, and the agents need far more CPUs than these three can produce. So that means prices are going up and they got the god candle.

• 12:37Jordi Hays?

  Yeah, look at this candle from.

• 12:39John Coogan?

  Candle. We love a, we love a, a green candle. Should be white suits today. Uh, well, before we move on, there's some news. Justin Bieber brought Bieber Chella back from the dead. Uh, later in the show, we'll tell you what this says about late stage venture reacceleration. We're going to tie those two together. In other news, for more than a year, Silicon Valley has buzzed about Cursor's growth and whispered about its margins. Now, on the cusp of a $60 billion bailout, Laura, over at the information.

• 13:12Jordi Hays?

  Wait, they called it a $60 billion bailout?

• 13:15John Coogan?

  Buyout, buyout.

• 13:18John Coogan?

  We revealed the hot vibe coatings financials.

• 13:21Jordi Hays?

  $60 billion acquisition, calling it a bailout.

• 13:24John Coogan?

  It's not a bailout.

• 13:25Jordi Hays?

  Their margins were rough.

• 13:26John Coogan?

  We were just talking about it. It got warmed into my head. Cursor had negative 23% gross margins earlier this year. Amir says that is low for a company generating as much revenue as it is. This is the question of how sticky will Cursor be as a entry point to AI, as an entry point to inference demand? Can they reroute? It feels like with Composer, they have been able to retain a lot of customers. The company is still growing and we know Cursor users who have stayed with the product while changing inference based on what their plan gives them. So they're subscriber and they will use whatever the plan, whatever

• 14:07John Coogan?

  gets the job done for them within the budget of the plan. And so, obviously, like you see negative 23% gross margins and you're like, whoa. And then you look at the SpaceX deal and the XAI deal and all the compute that's sitting at Colossus 2 and you think, oh, well, like, what will the gross margins be? Once the inference is happening on a Cursor trained model or XAI trained model, are there going to be higher gross margins? It's pretty easy to imagine that the gross margins would increase. Did you want to play this piece from Patrick O'Shaughnessy?

• 14:42Jordi Hays?

  Let's do it.

• 14:43Speaker 03

  So clearly Anthropic is in the lead, right? And OpenAI is cooked. What's interesting is because Anthropic has such bounds on compute and they can only grow it so fast and sort of to the point of, Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. And now Anthropic is like, fuck, I wish we had a lot more compute. OpenAI is able to pay the bills perfectly fine. In fact, they raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying from Oracle and CoreWeave and SoftBank and all these people and Microsoft, you know, such as Trainium. Now they're getting Trainium as well from Amazon. But what's interesting is if you were to say Opus 4.6. You know, let's ignore models getting better over time.

• 15:27Speaker 03

  Let's just take diffusion of this technology. You and I may get, jump on the model immediately day one, but other businesses take time and it takes time for people to learn. And so by the end of the year, let's say a four, six Opus tier model, the economy would spend a hundred billion dollars on. I don't think that's unreasonable. It's spending forty billion right now. Anthropic won't have enough compute to do that. And so, and presumably OpenAI and Google will hit that tier soon enough. Whoever hits that tier next, sure Anthropic may get to charge seventy plus percent gross margins, but if OpenAI hits it next, they charge fifty percent gross margins. They still get all of this incremental demand and probably they also won't have enough compute to serve all the users. Sure, maybe Methos is a model where if the world had enough compute, it'd be five hundred billion dollars of revenue or something crazy.

• 16:12Speaker 03

  There is such demand for these tokens and such limitations on compute. You know, and we see this with H100 prices skyrocketing and the useful life of these GPUs continue to extend. It's pretty clear even the tier two lab is going to be sold out of tokens, let alone the tier one lab. The tier one lab will have better margins, but the tier two lab will be sold out and probably the tier three lab will also be close to sold out. Economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure. And so this gap will continue to grow and the model labs will continue to have expanding margins. Until people in the hardware supply chain, infrastructure supply chain are like, wait, no, why don't I just jack up my margins?

• 16:48John Coogan?

  Oh, yeah.

• 16:48Jordi Hays?

  I love that sound. I love that sound. Bill Gurley, uh, let's see what Bill Gurley, let's check in with BG. He says, I find this conversation foreign along with the argument that we are data center constrained or energy constrained. Historically, in markets, price is a leveler of supply and demand. If you have a constraint, you price higher. You don't have surplus demand.

• 17:06John Coogan?

  Yeah, it's a good point that they are, that the big labs are losing money, but it doesn't feel like, uh, that the revenue of OpenAI and Anthropic are VC subsidized heavily. They're not VC.

• 17:16Jordi Hays?

  Yeah, that's what I'm saying.

• 17:16John Coogan?

  And their customers are not startups necessarily. It's like hedge funds and banks and stuff, so.

• 17:23Jordi Hays?

  Hedge funds and banks that are printing by betting on semis right now.

• 17:27John Coogan?

  Yeah, which is a different, which like, like, I, I, I'm totally, I'm totally on board with like, well, uh, you know, the, the, the mag seven are drawing down on cash flow and issuing debt and doing layoffs and they're funding the, uh, like, like sub, they're subsidizing demand, right? Uh, and, but, but the idea that VC dollars are the biggest.

• 17:50John Coogan?

  Drop in the bucket of subsidized demand feels like, I don't know, it just doesn't quite math out to me. The actual revenues and demand from Fortune 500 companies is so high and the, and the, and the really big dollars in all of these rounds, I mean Anthropic just raised something like 40 from Google today, and that's not a VC subsidy. I mean, it is a subsidy.

• 18:12Jordi Hays?

  Yeah, I'm surprised, I'm surprised he's not talking about like big tech subsidies.

• 18:16John Coogan?

  Yeah, yeah, but maybe he is using the term VC dollars like broadly, which is like fair. So if he's using the term VC subsidies, VC dollars broadly, I, I, I think that does sort of, it is a reasonable point, but at the end of the day, you talk to most companies and most, you know, paid chat subscribers and they're just like, I like the thinking model, so I pay $20 a month. I, I like the pro model and I use it for, to create value. I'm getting that much value in like software for my business that probably doesn't even exist. Like all the vibe coded software that we use here, like it's just not available off the shelf. We're building like completely net new products and I think that that's like generally what's

• 18:59John Coogan?

  happening in, in the, in the, in the AI economy. There, there's been this like discussion for a long time, Martin Scully was sort of debunking it around like, oh, is this like, are these all like circular deals? And he was like, no, like the economy is so broad that you have, you know, come, yes, there are, yes, like Google might take a position in Anthropic, Microsoft might have a position in OpenAI, but you also have completely main street customers and just average Joes who are paying, seeing ads, buying things. There's companies that are profiting off of running ads and, and other inference, like there's like, everyone's.

• 19:32Jordi Hays?

  It's one big circle.

• 19:33John Coogan?

  It's, yes, it's one giant circle of life that is, you know, actually self-perpetuating because it is a true economy that, that hits, you know, 25 different categories. Well, you might think it's over, but Elad Gil does not. He says, my view is the AI boom will only accelerate and is a once in a lifetime transformation. This is orthogonal to whether many AI companies should exit in the next 12 to 18 months as some may lack durability versus labs, new entrants or weird market shifts, but he's extremely bullish. He also posted a funny thing about his new life plan.

• 20:15John Coogan?

  He said, his new life plan is to move to Brooklyn, get a neck tat, ride a bike everywhere, cold brew his own coffee, also start drinking coffee? That's an odd thing to jump straight to the.

• 20:28Jordi Hays?

  Was this, was, was, was he like trying, is this like a cipher of some sort?

• 20:32John Coogan?

  He wants to adopt a 12 year old straight tat.

• 20:35Jordi Hays?

  Is there a secret message embedded in this post?

• 20:38John Coogan?

  Maybe.

• 20:39Jordi Hays?

  It sounds like he's advising his portfolio companies.

• 20:41John Coogan?

  Yes.

• 20:42Jordi Hays?

  I don't care how hard you're ripping.

• 20:44John Coogan?

  Yeah.

• 20:45Jordi Hays?

  A lot of you should probably.

• 20:47John Coogan?

  Yeah.

• 20:48Jordi Hays?

  Exit.

• 20:48John Coogan?

  Yeah.

• 20:49Jordi Hays?

  Just given, given how, how much uncertainty there is.

• 20:52John Coogan?

  Well, later in the show, we have a fun story. A bear wandered into a backyard and took a dip in the family pool. We'll take you through it coming up after, later in the show. Uh, what this tells us about edge computing. Get ready for it.

• 21:06Jordi Hays?

  Has Jane Street achieved AGI internally?

• 21:09John Coogan?

  I think so. They definitely have.

• 21:11Jordi Hays?

  They did $40 billion in revenue last year, more than all the big Wall Street banks and with only 3,500 employees.

• 21:17John Coogan?

  Yes, let's give it up for Jane Street. Fantastic. We have some exciting news out of Thrive Capital. Josh Kushner announced a new fund, Thrive Eternal, a permanent capital holding company that will be concentrated in a small number of assets that we can own and steward over many decades. Across that capital and thrive holdings, we are building and investing through a moment of exponential change, backing emerging technologies, the infrastructure that powers them and the businesses they can transform. Increasingly, he sees a fourth category. These are assets with qualities that cannot be replicated by technology. Iconic franchises and cultural institutions rooted in tradition. And he says, his first partnership is expected to be with the San Francisco Giants,

• 22:00John Coogan?

  an institution built on more than a century of shared identity and community. And among the most iconic sports franchises in in in America. I looked it up before the show started. The San Francisco Giants, if you're not familiar, it's an American professional baseball team. Based in San Francisco. Baseball is a bat and ball sport played between two teams of nine players. Each taking turns batting and fielding. The game occurs over the course of several plays. With each play beginning when a player on the fielding team called the pitcher throws a ball at a player on the batting team called the batter, and then the batter tries to hit it with a bat.

• 22:41John Coogan?

  And so they play this game, they sell tickets to the game, and that's how the the San Francisco Giants make money. And Josh Kushner with

• 22:48Jordi Hays?

  Someone should make a TBN style show.

• 22:52John Coogan?

  Yes.

• 22:53Jordi Hays?

  For whatever you just described. I feel like it would be very cool.

• 22:56John Coogan?

  That would be cool.

• 22:57Jordi Hays?

  If you had maybe a couple hosts, you know, on screen graphics and they could provide kind of live coverage maybe while that was happening.

• 23:05John Coogan?

  Extremely educational. This is a crazy story. Brandon Gorrell and our team was obsessed with it. A US Special Forces soldier involved in the capture of Venezuelan President Nicolas Maduro was arrested for allegedly betting on that operation, netting him $400,000 in profits. This is when the betting on yourself meme goes wrong, right? You you should always be betting on yourself, but not literally if it's against the law. If you are involved in a government capacity, you should probably not be gambling on the outcome of your of your government work. Shame on you, but still an interesting story.

• 23:41Jordi Hays?

  He was betting on himself and then he he like referenced a baseball player that isn't in the Hall of Fame because he was betting on himself. But Trump was seemingly implying that that wasn't so bad.

• 23:52John Coogan?

  People are really, really having fun with the the new image gen model. I don't even know if we should pull this up because it's so rude, but this guy's effectively playing Minecraft through ChatGPT because he has it generate him an image.

• 24:05Jordi Hays?

  And then he says, okay, walk closer and it just generates a new scene.

• 24:09John Coogan?

  Pull it up.

• 24:10Jordi Hays?

  I'm sure I'm sure there's some kids out there that are that have figured out how to how to play Minecraft in in ChatGPT, but this is very funny. I found this post when it had 40 likes this morning.

• 24:21John Coogan?

  Sniped.

• 24:22Jordi Hays?

  Sniped, invested early. Uh, Cohere is merging with a German AI lab.

• 24:31Jordi Hays?

  Called Aleph Alpha.

• 24:33John Coogan?

  I am the biggest fan of Kohir. I love Aiden Gomez. Transformer paper alum, death grips enjoyer. What's not to like about the legend? Aiden Gomez. We gotta get him on the show. But this is a congratulations moment for Kohir and Aleph Alpha.

• 24:49Jordi Hays?

  GPT 5.5.

• 24:51John Coogan?

  Yes.

• 24:52Jordi Hays?

  Kits is saying it might be AGI because if you ask it, bro, the car wash is five minutes away. Should I walk to it or go by car? And says, car, bro, it's a car wash.

• 25:02John Coogan?

  Yeah.

• 25:02Jordi Hays?

  Let the plot make sense.

• 25:04John Coogan?

  Wait, what?

• 25:06Jordi Hays?

  Like it just immediately clocks it.

• 25:08John Coogan?

  Oh, I like that it's, I've seen this exact test done in normal language, like with a proper prompt, not the casual bro slang. And, and it's, it's, it actually is more, it feels more like AGI if it is able to pick up on the lingo and mirror that back. Car, bro, it's a car wash. That's very funny. That feels very remarkable. It also got the R's and strawberry correct, right? And how many strawberries in the letter R? Zero. The letter R is not known for its berry storage. These are good answers. The, the, the, the being a helpful assistant, but simultaneously rejecting nonsense has particularly been difficult for LLM. So good progress here. We'll figure out more about what went into this

• 25:53John Coogan?

  and what the next, the next generation of AI impacts are from this.

• 25:58Jordi Hays?

  Paj says, is found a post from five and a half years ago. Elon says the rate of improvement from the original GPT to GPT 3 is impressive. If this rate of improvement continues, GPT 5 or 6 could be indistinguishable from the smartest humans. Just my opinion, not an endorsement. I left OpenAI two to three years ago. I am a neutral outsider at this point. Greg says, thank you. A lot, a lot has changed, but he was accurate in his prediction.

• 26:26John Coogan?

  Funniest outcome is the most likely.

• 26:29Jordi Hays?

  And then the last, the last thing I wanted.

• 26:31John Coogan?

  They wind up with some desperadoes and do a buddy cop film together.

• 26:33Jordi Hays?

  The last thing, there is a new app from X.

• 26:38John Coogan?

  Oh, yeah.

• 26:38Jordi Hays?

  X chat.

• 26:39John Coogan?

  X chat.

• 26:40Jordi Hays?

  And I'm excited to try this out because the current, yeah, the, the DMs on X have been pretty brutal.

• 26:47John Coogan?

  Yeah.

• 26:47Jordi Hays?

  Right?

• 26:49John Coogan?

  I haven't had that much of a problem. I do have this weird, this weird bug where when I click the chat button on desktop, it sort of loads and then it re-sorts after it loads. And, and sometimes if I haven't been in it in a long time, it needs to reshuffle several, several times. And so that can be a little jarring. But overall, it seems like they made the migration to encryption. I haven't, I don't know. I seem to get messages. It seems to work fine. It's cool that there's a new, a new app. I probably need to be better about answering DMs. I have a lot of them that are unread. So having a dedicated app for that, that sounds cool. People were taking shots because the everything app is supposed to be everything in one place. Instead of three apps to get everything in the everything app, it's sort of silly. Who cares? More apps,

• 27:33John Coogan?

  the better. I like apps. So go download it, go check it out and go, go like Nikita's post because he's been on a generational run. Also, GPT 5.5 is available in the API now. That's breaking news, I guess, from Greg. So, anyway, we will see you on Monday. Have a great weekend. Enjoy the weekend. Leave us five stars on Apple Podcasts and Spotify. Sign up for our newsletter at tbpm.com and we'll see you tomorrow. Flashbang.

• 27:59Jordi Hays?

  Have an incredible weekend.