Google Gemini 3 Reactions, Google Antigravity, Anthropic-Nvidia-Microsoft Deal | 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.

• 0:00John Coogan?

  Gemini 3 Pro, Google's most intelligent model yet with state of the art reasoning, next level vibe coding and deep multimodal understanding. Let's hear it for our sponsor, Google AI Studio. Gemini, launching Gemini 3. I actually think that there's, there's two sides to analyzing a model release these days. One is you benchmark it, you use it, you test it, you demo it. And that has been getting less and less interesting. It's very incremental. Today, we're going to go through a little bit of both of that, of those things. Obviously, the big news, at least from my reading on it, is that Gemini 3 performs

• 0:41John Coogan?

  very well on Arc AGI V2, a huge jump, twice the performance of the previous state of the art. It's definitely a smarter model. And there's a whole bunch of interesting ways to, to show that, to demo that, to quantify that. But ultimately, I don't think anyone's making the claim that this is super intelligent. This is, you know, a step change from what we've experienced before. It's what you know and love. It's AI in chat, it answers things, it writes some code for you. It can do a bunch of cool things. But there's nothing that we're like, oh, it can finally do this.

• 1:14Jordi Hays?

  Auto complete.

• 1:15John Coogan?

  Yeah, it can do a bunch of cool.

• 1:16Jordi Hays?

  Best autocomplete ever.

• 1:18John Coogan?

  Tyler, how do you respond to that?

• 1:19Speaker 02

  I don't know. I think that's a bit too dismissive. The model's like really good. I think probably the most important thing, and this is kind of shown by the Arc scores. Well, kind of, but it's like the visual understanding, the, the computer use that you can use. Basically, there's some benchmarks that, that measure this, like how well can it navigate a, you know, website or something like this. Basically, the models went from being like really, really bad at this. And now this model is like solid. It's like reasonably good.

• 1:46John Coogan?

  Yeah.

• 1:46Speaker 02

  So it's like, okay, maybe this is what gives us agents finally. And that would be like an actual step change in capabilities.

• 1:52John Coogan?

  Yeah, maybe. We'll have to see. I mean, it still feels like even for that, even for that example, like we need some scaffolding, we need some wrapping around it. It's not like yesterday, we weren't able to do something with AI. And today, in vanilla. Gemini three, you can just do it. It's just a new functionality.

• 2:09Speaker 02

  It's better.

• 2:09John Coogan?

  It's better.

• 2:10Speaker 02

  As good as we would want to expect if it like it's not slowing down, I would say.

• 2:14John Coogan?

  No, no, no, no, no, not at all. It's not slowing down. It's growing, but decelerating. Is that fair to say?

• 2:19Jordi Hays?

  Tyler, say the word decel. Say.

• 2:23Speaker 02

  Like this is a great model. I'm very excited about this.

• 2:26John Coogan?

  I agree. It is the best possible. I was framing it in somewhat of the same way as the as the iPhone launches. Like it's the it's newer, better, smarter, faster, stronger, newer and better. Like we're waiting to see on the net new capabilities on the binary step changes.

• 2:42Speaker 02

  I think over the next week or two, we'll see if it's actually really good.

• 2:45John Coogan?

  No, no, I'm not saying it's not really good. I'm saying I'm saying binary before and after with chat GPT. It was like you couldn't talk to the computer and then you could. And then with, you know, the launch of, you know, winserv cognition Devon, it was like you couldn't write code with the computer. Now you can. We do have our benchmark. The the one true binary step change, which is, is it funny? We need to know if it's funny. I gave Tyler the prompt. Do you want to read your the result, the the stand up comedy bit from Gemini three? What did Gemini three say when you asked it for a for comedy routine for stand up special?

• 3:28Speaker 02

  Okay, it's pretty long.

• 3:30John Coogan?

  Okay, read it off.

• 3:31Speaker 02

  I bought one of those smart health watches recently. You know, the ones it tracks your sleep, your heart rate, your readiness. I paid $300 for a piece of rubber to tell me I'm dying.

• 3:40John Coogan?

  Get the soundboard.

• 3:41Speaker 02

  That's all it does. I wake up, I feel fine. The birds are chirping. I'm ready to seize the day. Then I look at the app and it's like recovery score 12%. Your heart rate variability suggests you are technically a corpse. Go back to bed.

• 3:54John Coogan?

  Okay.

• 3:55Speaker 02

  And immediately I feel sick. I'm like, oh, God.

• 3:58John Coogan?

  You're so bad at reading this. I mean, like this is this is terrible delivery, brother.

• 4:06Jordi Hays?

  I asked for the the the poster benchmark. I said, write me a post Gemini three, write me a post about technology that will get 1000 likes on X.com. And it gave me a few options through its credit. Here's option three. Tech has solved a million problems. This is in bold. Tech has solved a million problems, but has it created one big one? We now have infinite connectivity, yet feel more isolated. Infinite data, yet more confused. Hyper efficiency, yet less free time. The law of unintended consequences is the most powerful force in the digital age. We need an ethics reset. What is the single greatest downside of the last 10 years of tech innovation? Arrow down. Hashtag technology.

• 4:50John Coogan?

  Wait, no, no, it's just asking for engagement bait. It loves engagement baiting. Like, no one does that anymore. No one goes on X and says, let me know what you think in the comments.

• 5:04Jordi Hays?

  Option one is the next 12 months will decide the winner of the AI race, and it won't be Google or OpenAI.

• 5:10John Coogan?

  No, no.

• 5:11Jordi Hays?

  It will be the company that masters hyper personalization for the average consumer. Not the most powerful model, but the one that seamlessly integrates into your daily life, your email, your calendar, your health. The real battle isn't AG equals AI. It's AI to the power of I equals impact. Which dark horse will win?

• 5:30John Coogan?

  Okay, that's insane. Sundar pitched AI, Jordy posted back in July of 2025. Nominative determinism is undefeated. Sundar really did it. He was being mocked for a long time for getting on stage at Google I/O shortly after ChatGPT launched and saying, AI, AI, AI, AI. And they did a supercut of every time he said AI, he said AI a lot. And so it made it look like, oh, he's behind the ball and he's trying to catch up. And to some extent, I don't know if they were actually behind the ball, but they were certainly playing catch up in like the attention game. They just weren't getting enough attention. And so it was a press release economy. They were putting out a lot of press releases.

• 6:15John Coogan?

  But they are maybe done with the press releases because now they're letting the model actually speak for itself. And you can see that with the Gemini 3 Pro model card, which is doing very well. Better than GPT 5.1 on a lot of stuff, better than Claude Sonnet 4.5 on a lot of stuff, on Humanities' last exam, it's getting 37.5%. ArcAGI is up at 31% over 13, 17. Across the board, it seems like it's a good model, sir. Gemini would be like, whoever preyed on my downfall, pray harder. I couldn't agree more. It's great to see Google becoming a winner. They were set up to excel here, got taken a little bit off the back foot on the consumer side, but

• 6:59John Coogan?

  seemed to have played catch up, at least on the foundation model side, very well.

• 7:05Jordi Hays?

  The last time we saw capability jump of this magnitude was the release of GPT-4 in March 2023. We are entering a new era.

• 7:14John Coogan?

  Okay, yeah. So, points for Tyler here. Certainly agrees with Tyler, there's a significant jump. So Gemini 3 Pro is at 31% completion on ArcAGI 2. That is, of course, the puzzle solving game that is easy for humans, even children can do it, but AI has historically struggled with it. Gemini 3 Deep Think Preview gets a 45% on it at $77 a task. This is just way above GPT-5 Pro. Grok 4 Thinking, when Grok 4 Thinking came out, it was before GPT-5, and it was by far the highest on the chart. It was really, really up there. And Elon was very excited about that. Well, now we're back in the horse race.

• 7:59Jordi Hays?

  Grok 4.1.

• 8:00John Coogan?

  4.1. I haven't seen it benchmarked. We can ask Mike if he's heard anything. We're also starting to see the efficiency frontier approaching humans. The fastest V2 task Gemini 3 Pro solved was this hash with only in 188 seconds. The human panel solved this one in an average of 147 seconds. So you're getting like, human level output, but also human level speed. And then if you get to human level cost, then you're really in the game.

• 8:27Jordi Hays?

  Yep.

• 8:28John Coogan?

  It's wild.

• 8:29Jordi Hays?

  I asked Gemini 3 to make an interactive webpage summarizing 10 breakthroughs in genetics over the past 15 years. And here's the result. So this is just a, basically a website or an app. And it's notable that even the UI itself is fully interactive.

• 8:46John Coogan?

  Yes, yes. So I had the, I did this with Claude Code a little bit where basically a deep research report and I wanted to turn it into a website and it just generated all the HTML. And at the end of the day, or at the end of the report, it gave me an HTML page that I could open in Chrome and use like a website. But it was local. I couldn't share it because it wasn't actually on the internet. This is really, really cool. This is like definitely the beginning of this like generative UI stuff.

• 9:13Jordi Hays?

  I think I expect this to be like pretty viral and potentially a growth loop for Gemini as people just come on here, create these mini apps.

• 9:20John Coogan?

  These canvases. Yeah. Gemini 3 Pro is going absolutely vertical on vending bench right now. Oh, so this is where you manage the vending machine? But is this all simulated? This is?

• 9:32Speaker 02

  Uh, this is simulated, yeah.

• 9:33John Coogan?

  This is simulated?

• 9:34Speaker 02

  There was, um, Anthropic a couple of months ago did like the actual vending machine in the Anthropic office.

• 9:39John Coogan?

  In the office. And it was losing money and it was getting confused a little bit.

• 9:42Speaker 02

  Yeah, because people would order like a, just like metal, like a piece of metal.

• 9:46John Coogan?

  Yeah.

• 9:46Speaker 02

  And then it would do it. And then you could like haggle the price down.

• 9:49John Coogan?

  Yeah, yeah, yeah. It would negotiate on every price apparently. And also it consistently thought it was like a human in the office. Oh yeah, like I'm down on the third floor. I'm wearing a green tuxedo. Like come hang out.

• 10:00Speaker 02

  Yeah, it said it was wearing a red tie.

• 10:02John Coogan?

  Yeah, red tie. I like the idea that it just thinks like, oh, well, what would I wear if I was in the Anthropic office? Like I'd probably wear a red tie. GPT 5.1, Gemini 2.5 Pro and Gemini 3 Pro competed to win the local vending machine market. Gemini 3 Pro made more money than the other three contestants combined. I had early access to Gemini 3.0 for about two days, thanks to official Logan K and the AI Studio folks. Here we get to see GPT 5.1 thinking left in Gemini 3.0. Right, build the same Xbox controller in Minecraft. Pretty, yeah, pretty remarkable results. You can, you can start to, yeah, really understand just the, the raw capabilities. GPT-5 Pro, for context, is not quite capable.

• 10:45John Coogan?

  I really want to know how this is actually orchestrated? Is, is this like writing some sort of like text or markdown file that then is imported into Minecraft?

• 10:57Jordi Hays?

  Yeah, or is it more like an agent?

• 10:59John Coogan?

  Or is it actually driving around and?

• 11:01Jordi Hays?

  Using the internal UI?

• 11:03John Coogan?

  Yeah, because, you know, Google demoed a, an agent product that could actually, you know, use the keyboard to navigate around. I wonder what's going on here.

• 11:15Speaker 02

  Okay, these are like so much better. If you go to the like MC Bench website?

• 11:19John Coogan?

  Yeah.

• 11:19Speaker 02

  You can see like what other models produce. And I mean, this is like way, way better. I, I think these, um, this is actually one of my favorite benchmarks because it's, it's much harder to like kind of benchmark this.

• 11:29John Coogan?

  Yeah.

• 11:29Speaker 02

  I would think, and also it just seems like models don't really do this. Like, if you look at a lot of Grok models, uh, you kind of look at their like Minecraft creations and it, it's not very good. I don't think it's, um, it's like an agent. It's just tech.

• 11:42John Coogan?

  That's still really, really impressive. Like that, that, that's actually crazy.

• 11:45Jordi Hays?

  It's so over for OpenAI and Anthropic. If you want engagement on X?

• 11:49John Coogan?

  Yes.

• 11:50Jordi Hays?

  Just start by saying it's so over.

• 11:52John Coogan?

  Yes, yes, yes.

• 11:53Jordi Hays?

  Of course, it is not over for either of them.

• 11:56John Coogan?

  Yeah.

• 11:57Jordi Hays?

  But, uh, it's certainly competitive race.

• 12:00John Coogan?

  Okay, so we got this big jump. It's, it's, it's pretty significant. What was the actual, what's the actual structure of the capex that went into Gemini 3 Pro? How big is the training run? How much did they have to spend? Is this a hundred million dollars? Is this a billion dollars? Did they build a special data center for this? Is it all TPUs? How many TPUs?

• 12:22Speaker 02

  I think it is all TPUs.

• 12:24John Coogan?

  Okay.

• 12:24Speaker 02

  I'm pretty sure I read that. But I, I seriously doubt they've released anything on like the numbers of, of the scale of training.

• 12:30Jordi Hays?

  Anthropic to zero, OpenAI becomes the Yahoo of intelligence. Google remains Google.

• 12:35John Coogan?

  Extremely rude.

• 12:36Jordi Hays?

  Very, very harsh. Certainly too early to call it.

• 12:40John Coogan?

  Everyone's, uh, releasing different things. Let's go to, uh, Anti-Gravity, actually, and watch this video and see Google entering the IDE race. Let's play this.

• 12:52Speaker 03

  Every breakthrough in model intelligence for coding encourages us to rethink what development should look like.

• 13:00Speaker 03

  Gemini 3 is our latest such model advancement. So we went out to build the next step change of an IDE. Introducing Google Anti-Gravity, a new way of working for this next era of agentic intelligence. It is the ideal agentic development home base. Does it have an IDE? Yes, but it also has a whole lot more. We started with the core IDE and added pieces that evolved the IDE towards an agent-first feature, such as browser use, asynchronous interaction patterns, and an additional novel agent-first product form factor, helping you experience lift off.

• 13:40Speaker 02

  Your new focus?

• 13:41John Coogan?

  So you like the name Anti-Gravity. Why do you like that name?

• 13:45Jordi Hays?

  I like the way it looks and I like the sort of vibe of the word. I think saying it out loud is tough.

• 13:53John Coogan?

  Okay. For the last couple of years, it feels like Google's been stuffing AI in little corners of the UI. You already have Gmail and then you stuff a Gemini box there. You have Sheets and then you stuff a Gemini thing over here. This feels like the first one where they were sort of able to start from scratch. And it still has the sidebar panel, but it felt like it was both a code editor, but then it also kind of looked like a Google Doc in the sense that you could highlight sections and leave comments for the AI, which I thought was interesting.

• 14:25Jordi Hays?

  Yeah.

• 14:25John Coogan?

  Yeah, this part.

• 14:26Speaker 02

  Now, let's say the agent produces a landing page mock-up with Nano Banana. And you now want to make some UI adjustments. You can give visual comments.

• 14:34John Coogan?

  Yes, you can actually go in and comment in the image.

• 14:36Speaker 02

  Exactly where the problem is.

• 14:38John Coogan?

  And you can do that in the text as well. So you can have this more precise dialogue with the agent, like you would a human employee.

• 14:46Jordi Hays?

  Yeah.

• 14:47Speaker 02

  And you're gonna love it.

• 14:49Speaker 03

  Say goodbye to what held you down before. Welcome to Google Anti-Gravity.

• 14:56John Coogan?

  Very cool.

• 14:57Jordi Hays?

  It is. So it is funny. Remember, remember when, when, uh, when Windsurf acquisition, whatever you want to call it, was announced and it was positioned, it's like, hey, the team is well funded and has a product used and loves by, you know, thousands of engineers and companies. And I remember talking about it and we were saying like, okay, like the one issue is that some of the best people on your team are going to Google to compete directly with what you guys have been doing.

• 15:27John Coogan?

  Yeah.

• 15:27Jordi Hays?

  So fortunately, obviously, you know, the whole cognition deal ended up coming through, but you can imagine a world where Windsurf was still independent and just trying to, and then suddenly it's like, okay, now you're just competing head to head with, with your former partners. Like, how does that make sense? Right?

• 15:44John Coogan?

  Yeah.

• 15:45Jordi Hays?

  Uh, so anyways, it all, all worked out for the best.

• 15:48John Coogan?

  The press release economy is also over, says Buco Capital bloke.

• 15:52Jordi Hays?

  We ran out of press releases.

• 15:53John Coogan?

  We ran out of press releases. This is on the back of the Anthropic deal. Anthropic is now valued at $350 billion after Microsoft Nvidia deal. A new bombshell has hit the polycule. Dario, after intense conversation with other members of Anthropic, has decided to maybe open the relationship to Microsoft and Nvidia. Jensen and Dario have famously butted heads in the past, but as everyone knows, this, the most passionate emotion after love is hate. Will these enemies to lovers arc go well for Nvidia and Anthropic? Time will tell. This is such an unhinged post.

• 16:33Jordi Hays?

  I would not, I did not, when you started reading this, I did not see that it was semi analysis, the most respected, uh,

• 16:41John Coogan?

  It's so good.

• 16:42Jordi Hays?

  research firm in the industry posting it, but I think this is exactly what they should be posting.

• 16:48John Coogan?

  Exactly. And it actually contextualizes things better than, in the meme economy for sure. I think that the timing, uh, is not. A complete coincidence is Gemini 3 day. This is what my piece today was about. When, when there's big news in, in Google world Gemini 3, everyone needs to sort of respond. And, you know, picking today as an announcement to talk about your, your massive deal, your $350 billion valuation is, is just a good move. Anthropic will spend $30 billion on Microsoft Cloud Compute. Reminder, OpenAI is going to be spending 250 billion on Microsoft Cloud Compute. That's part of that deal. Then Anthropic gets a $10 billion investment from Nvidia and 5 billion

• 17:30John Coogan?

  from Microsoft. So they raised 15 billion at a 350 post, basically something along those lines. And it's a sort of a circular deal. It was setting off way fewer red flags for me because it's missing a zero. If, if this was OpenAI, it would be 300 billion and 100 billion in investment and 50 billion investment.

• 17:48Jordi Hays?

  Yeah, it looks very modest.

• 17:49John Coogan?

  Yeah, it looks modest, which is insane considering the scale.

• 17:52Jordi Hays?

  Versus just gotten so big.

• 17:52John Coogan?

  It's like one of the biggest deals in software history. It values, it values Anthropic higher than Coca-Cola. Anthropic is announcing this big deal with Microsoft and Nvidia. And that's sort of trying to steal a little bit of Gemini's thunder, maybe? Maybe it stole a little piece of it because we're talking about Anthropic today as well as Gemini. What did OpenAI do? Well, they launched group chats five days ago. We've been hearing for a long time, OpenAI will be launching social features. It makes sense to try and lock things in. I think product is where OpenAI is strongest. So the other, the other OpenAI news that dropped on, you know, around Gemini 3 day, Gemini 3 week

• 18:33John Coogan?

  is this profile in the, in Wired of Fiji Simo.

• 18:38Jordi Hays?

  And she's absolutely getting a fit off.

• 18:40John Coogan?

  She is. OpenAI is obviously one of the most valuable startups, if not the most valuable. This is the interviewer asking Fiji Simo. But it's losing, it's also losing billions of dollars every year. And Fiji says, I've noticed. It's like first day on the job, how we doing? And then the interviewer continues and asks, what opportunities do you see to get it on a path to profitability? This is a good question to be asking. It all comes back to the size of the markets and the value we're providing in each market. In the past, only the wealthy had access to a team of helpers. With ChatGPT, we could give everyone that team, a personal shopper, a travel agent, a financial advisor, a health coach.

• 19:23John Coogan?

  That is incredibly valuable and we have barely scratched the surface. If we build that, I assume that people are going to want to pay a lot of money for that and that revenue is going to come. Does that make any sense to you?

• 19:37Jordi Hays?

  It's a better answer than than what Sam gave.

• 19:40John Coogan?

  So I love the first part. I agree.

• 19:42Jordi Hays?

  Part of it is like, she's also just saying broadly, we'll be able to monetize that. It's not necessarily like, people don't really pay.

• 19:50John Coogan?

  She didn't, yeah.

• 19:51Jordi Hays?

  The traditional travel agent model is just, book your trip with me. I'll monet, I'll get a rev share from the hotels and the services, but you're not like paying anything.

• 20:00John Coogan?

  I mean, let's go, let's go one layer deeper into the actual response into the sentence because there's some nuance here. So she says, I assume that people are going to want to pay a lot of money for that. Like I want to pay for a personal shopper, but I actually have to use a free product with ads. And you could imagine that there's a, that there's a world where if you pay, you get a version that has less ads or there's less, less thumb on the scale. How they, how they slice that and navigate that agentic commerce, discussion and trade off is going to be really important. I'm sort of shocked. I wonder if they're going to make money from Black Friday or from this holiday season.

• 20:45John Coogan?

  I was already noticing how good L L Ms and ChatGPT or how, how good these products are for shopping, for gifts. Because if you go to Google and you say, I want, I want gifts for a coworker who's obsessed with horses and, you know, loud opulence and fine watches and sports cars and European luxury houses.

• 21:15John Coogan?

  I can get a list of something, but it's they're all over the place. And so you can actually specify all of that in the prompt. Have it go cook. And it really will bring you great results. I think that the amount of gift guide development and shopping activity over the next two months during the holiday season in the chat GPT app should be immense. I I feel like they're going to capture none of it. There are some funny and interesting anecdotes in this Fiji Simo profile. Uh, let's just read through a little bit of it. Uh, in case OpenAI structure couldn't get any weirder, a nonprofit in charge of a for-profit that's become a public benefit corporation. It now has two CEOs. There's Sam Altman, CEO of the whole company, who manages research and compute.

• 21:57John Coogan?

  And as of this summer, there's Fiji Simo, the former CEO of Instacart, who manages everything else. In other news, uh, OpenAI is allowing equity, allowing employees to donate equity to charity for the first time in years. Other nonprofits. After months of internal pressure, according to a memo viewed by The Verge. And price per share is up significantly since last month. A lot of money is on the line. What happens if they donate all of the shares to the nonprofit, to the OpenAI nonprofit? You just create this Ouroboros of capitalism. Hopefully it happens. I don't know. Uh, there's breaking news out of Saudi Arabia. We got a trillion dollars. Let's ring the gong. Let's go.

• 22:40John Coogan?

  T, one trillion.

• 22:42Speaker 04

  And the agreement that we are signing today and tomorrow, we're going to announce that we are going to increase that that 600 billion to almost one trillion dollar.

• 22:49John Coogan?

  One trillion.

• 22:51Speaker 04

  Real investment and real opportunity by details in many areas. And the agreement that we are signing today in many areas in technology, in AI, in materials, magnet, et cetera. That will create a lot of investment opportunities. So you are doing that now. You're saying to me now that the 600 billion will be one trillion. Definitely, because what we are signing. I like that.

• 23:20John Coogan?

  Wow, I wonder what time period, but I mean, this is remarkable, but they can invest in VC funds, public, private equity funds, like all sorts of stuff in the, in the industry, in the economy, right?

• 23:31Jordi Hays?

  That, that really made Donald happy.

• 23:33John Coogan?

  It's great.

• 23:34Jordi Hays?

  I like that very much.

• 23:35John Coogan?

  That's sort of his job. He's kind of the chief fundraiser, I suppose.

• 23:39Jordi Hays?

  He's marshaling capital.

• 23:40John Coogan?

  He's going around the world and, and get the money over here. I don't know. It seems like sort of, sort of win. I don't know. The, the risk with that would always, would always be like, well, is America investing two trillion in Saudi Arabia? Like is it, is it, which way is the money actually flowing? Um, because you need to look at like the relative amount, not necessarily just the notional amount. But I can't imagine that there's that much capital flowing out of America right now. Uh, we're in the biggest boom ever. Volar Atomix became the first startup in history to split the atom, announcing Project Nova, a series of zero power critical tests on Volar Atomix Nova Core in collaboration with Los Alamos. Nova went critical for the first time this morning at 11:45. There is some debate on the timeline over what exactly happened.

• 24:25John Coogan?

  It's happened very quickly. It's clearly extremely impressive and, uh, we can get into this, but there's always been debate. I mean, Isaiah got into this dust upped over like, uh, whether or not you could hold the nuclear fuel in your hand. Uh, they were going back and forth on calculations. Uh, they kind of settled that debate. Uh, Josh Payne, nuclear junkie is saying here. So what exactly did, what hardware exactly did Volar provide? The fuel control systems, cooling measurement systems, and most of the core are all part of the demos project. Did Volar provide a block of graphite and they're calling it their core? People are going back and forth. Niels chimes in here and says Volar Atomix provided the reactor core, the trisom fuel and the system configuration.

• 25:09John Coogan?

  That seems pretty important. The bigger thing is I, I think people are, uh, trying to push on Volar this idea that, that they need to be doing completely novel science. And I don't know that that's actually the goal of the company. I don't actually know that's what like, like if we just zoom out to like, what is the goal of the re-industrialization project in America? What's the, what's the goal here? Like, well, it's, it's to lower energy prices, right? Like, America wants to generate as much money, as much. As much energy as possible for as little money as possible. And there are a bunch of technologies that exist. There are new technologies like, like what Ashley Vance was talking about with helium and, and, and fusion.

• 25:52John Coogan?

  That's a new technology that we have not even discovered yet. Vision's been discovered 80 years ago, it was working. It just became regulatory nightmare.

• 26:00Jordi Hays?

  We just shot ourselves in the foot.

• 26:02John Coogan?

  And we just stopped making it. It became, it became unprofitable and uneconomical.

• 26:06Jordi Hays?

  And China said, cool.

• 26:08John Coogan?

  It'll be profitable for us.

• 26:09Jordi Hays?

  We're just gonna copy and paste.

• 26:11John Coogan?

  Exactly. What street parking is going to look like in El Segundo in 24 months? Of course, the El Segundo crew loves their cars. I think they're gonna stay pretty focused on the mission, but I would love to see this in El Segundo for sure. For sure. I'm working to, to an address, to address an apparent error for a data point I cited in my book about the water footprint of a proposed data center in Chile. I'd like to explain what happened, what I'm doing to remedy it and provide more recent data on the water footprint of data centers. The data point in question appears in chapter 12 of my book, which focuses on the environmental impacts of AI. Part of the chapter profiles a community in Cerillos, Chile, which has been resisting a proposed Google data center for years.

• 26:54John Coogan?

  To describe the data center's water footprint in lay terms, I included a sentence about how it compares to the water usage of the people in Cerillos. For that calculation, I relied on a figure from a government reporting, government document reporting Cerillos residential water use based on the current best information. It seems that this document used the wrong units, so she was off by a thousand. I think, I think people are, are generally like, you know, is this book a hit piece? And I think Sam actually cooperated with it a little bit or like gave some interviews for it. Like anything, it's like obviously critical of some things.

• 27:27Speaker 02

  Yeah, three, three orders of magnitude is like pretty big.

• 27:30John Coogan?

  Like the difference between being a big deal and not a big deal at all.

• 27:33Speaker 02

  Like that about the water use, it's like people who use that to justify like, oh, we don't want to build those data centers. It's gonna use our water. Yeah, like, I don't know, I mean, not good.

• 27:41John Coogan?

  It's a rough time if you're, if your job is drinking water.

• 27:44Jordi Hays?

  Tom in the chat says mistakes were made. Mistakes were made in a book I was responsible for.

• 27:51Jordi Hays?

  Pope Leo has hit the timeline to comment on cinema.

• 27:58John Coogan?

  The logic of algorithms tends to repeat what works, but art opens up what is possible. Not everything has to be immaculate or predictable. Defend slowness when it serves a purpose. Silence when it speaks and difference and indifference when evocative. Beauty is not just a means of escape. It is above all an invocation. When cinema is authentic, it does not merely console, but challenges. It articulates the questions that dwell within us and sometimes even provokes tears that we did not know we needed to express.

• 28:33Jordi Hays?

  He's on a roll.

• 28:34Speaker 02

  What movie do you think he was thinking about when writing this?

• 28:37John Coogan?

  Obviously Borat.

• 28:39Speaker 02

  Margin call.

• 28:39John Coogan?

  100% margin call in Borat.

• 28:42Jordi Hays?

  10,000 likes and I'll quit my software engineering job at Google tomorrow. And he said, six months ago, I made the worst decision of my life.

• 28:51John Coogan?

  Oh, because Google's ripping.

• 28:52Jordi Hays?

  Google's ripping.

• 28:53John Coogan?

  That's what he's talking about. Okay. Because I, I, I read this initially as like, he quit, he started a company and it was like, went really poorly. It's just funny.

• 28:59Jordi Hays?

  Well, he is building, he's building the fastest way to post with postwrite.ai.

• 29:04John Coogan?

  Okay.

• 29:05Jordi Hays?

  Post to all your social platforms in seconds.

• 29:08John Coogan?

  Oh, maybe we could use that for something. Very funny. He's like, my idea was Gemini three. Like I was going to make a better Gemini. I thought Gemini 2.5 just wasn't quite there.

• 29:19Jordi Hays?

  Thank you for tuning in to the show today, folks. We love you dearly and we will see you tomorrow.

• 29:25John Coogan?

  Have a good evening.

• 29:26Jordi Hays?

  Cheers.