AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://Ramp.com https://ramp.com/ AppLovin - https://axon.ai https://axon.ai/ Cisco - https://www.cisco.com https://www.cisco.com/ Cognition - https://cognition.ai https://cognition.ai/ Console - https://console.com https://console.com/ CrowdStrike - https://crowdstrike.com https://crowdstrike.com/ ElevenLabs - https://elevenlabs.io https://elevenlabs.io/ Figma - https://figma.com https://figma.com/ Fin - https://fin.ai https://fin.ai/ Gemini - https://gemini.google.com https://gemini.google.com/ Graphite - https://graphite.com https://graphite.com/ Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com https://kalshi.com/ Labelbox - https://labelbox.com https://labelbox.com/ Lambda - https://lambda.ai https://lambda.ai/ Linear - https://linear.app https://linear.app/ MongoDB - https://mongodb.com https://mongodb.com/ NYSE - https://nyse.com https://nyse.com/ Okta - https://www.okta.com https://www.okta.com/ Phantom - https://phantom.com/cash Plaid - https://plaid.com https://plaid.com/ Public - https://public.com https://public.com/ Railway - https://railway.com https://railway.com/ Restream - https://restream.io https://restream.io/ Sentry - https://sentry.io https://sentry.io/ Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com https://turbopuffer.com/ Vanta - https://vanta.com https://vanta.com/ Vibe - https://vibe.co https://vibe.co/ 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?

  Our president here at TVPN, Dylan Abroschado, headed to the TVPN newsletter, which you can sign up for at TVPN.com, and wrote a fantastic essay summarizing a trend that we've been discussing with him around how AI is changing meme making. And I found it very interesting. I'm glad that he wrote this piece. And so we'll read through this and then discuss it, debate it, and see where we can take it further. And then obviously.

• 0:23Jordi Hays?

  And Dylan's from Long Island, New York. So John is going to be.

• 0:27John Coogan?

  I'm going to do it in a Dylan Abroschado impression.

• 0:29Jordi Hays?

  Kind of accent.

• 0:30John Coogan?

  Memes are changing. That became abundantly clear during the Oscars a few weeks ago, when Conan tried to create a new Leonardo DiCaprio meme.

• 0:42Jordi Hays?

  I don't know what accent that was.

• 0:43John Coogan?

  That's just like UFC announcer. To go alongside the classic Leo memes. In doing so, especially by using TFW, That Feeling When, and the blocky white font that defined early internet memes, he inadvertently demonstrated that the meme templates millennials grew up with have become increasingly stale, even cringe. It's a good point. Instead, AI-generated videos are the new meme template that every network and studio should be focusing their launches on. Look at what's happening with the Harry Potter reboot. When the trailer first dropped, the reaction to the new Snape, played by Ghanaian, Ghanaian, Ghanaian, sorry.

• 1:19Jordi Hays?

  Ghanaian.

• 1:20John Coogan?

  He's from Ghana. English actor Papa Isidu was predictably and unfortunately negative. According to the LA Times, he received death threats since being cast in the new role. But after a few incredibly viral and well-produced AI videos, one, an original Snape versus Black Snape MMA match, and another AI-generated rap video, and another drip warts the school of drip, the narrative has started to shift. Have you seen any of these? The quote unquote, "original Snape versus Black Snape MMA match", because I have not seen this one. And I think it is illustrative of what Dylan is talking about here. Snape v Snape in the UFC ring. Here we go. Really photorealistic.

• 2:04John Coogan?

  Does this, does this, are there any red flags here as a UFC enjoyer? Does this feel like a proper UFC?

• 2:11Jordi Hays?

  The actual video quality is insane.

• 2:13John Coogan?

  He's so bulky. The video quality is insane.

• 2:20Jordi Hays?

  Wait, but Old Snape won.

• 2:21John Coogan?

  In the fight?

• 2:22Jordi Hays?

  Yeah.

• 2:23John Coogan?

  Okay, but I think it just, I, okay, wait, how, how, how do you do that? It just sort of like makes the characters more entertaining, more fun, shows you that this is just creativity at the end of the day. This is just, you should not be so up in arms about something that's a movie. Like, it's, it's entertainment, and here's some more entertainment. And so you're, you're adding entertainment to the discussion, and people are enjoying that. There's another AI-generated rap video about the new Snape, which we can pull up a little bit of here.

• 2:52Jordi Hays?

  AI meme videos are inherently viral and driving real awareness in a way traditional memes no longer can, not just because they're novel and more entertaining, but because a single AI clip can travel further and compound harder than traditional meme formats and social feeds that now heavily favor video. This suggests, yeah, that's interesting. On, on X, it's still very easy for an image to go viral, but if you think about, you know, Instagram, YouTube, like, a standalone image just can no longer actually get that escape velocity.

• 3:19John Coogan?

  Uh, I mean, uh, what about Dripped Out Pope? Remember that?

• 3:22Jordi Hays?

  Yeah, a little bit, but, but people are just spending so much time in the, in the short form feeds. And it can go in there, but there's certainly, this suggests a new playbook for marketers, especially in entertainment. If you're about to drop a trailer for a new movie or show, you need to be thinking about your rage bait character, the one people will latch on to, remix with AI and build around. Conan tried to force a Leo meme down our throats at the Oscars. Didn't see that because I was sleeping. But this might have worked 12 years ago. That playbook is over. Today, enraged fans and communities will, if you're successful, take your characters or moments and turn them into something much bigger, entire cinematic universes. I'm, I'm just very impressed by the, the overall quality of those outputs.

• 4:03John Coogan?

  The Oscar selfie, I remember this. This, I think, became the most liked image on Twitter at the time in 2014, briefly. This is the canonical clout bomb. If you're a fan of Bradley Cooper, you like it. If you're a fan of Meryl Streep, you like it. You're a fan of Brad Pitt, you like it. And so you're, you're amplifying all of it. The ultimate collab post. And this has become a format that's been used time and time again. But now the future is, is AI. Let's pull up the, the Drip Wart School of Drip video. I want to watch this one. Let's see if we can play this.

• 4:34Speaker 02

  That's Harry Potter. Are you really Harry Potter, my G? Shh.

• 4:40Speaker 03

  Type shit, type shit. Type shit, type shit. None of that, none of that broski. We're all here on the Maybach Express for one reason and one reason only. And that's to go to drip watch the school of drip.

• 4:54John Coogan?

  The Maybach pulling the train is pretty good.

• 5:03John Coogan?

  So yes, very effective. I was reflecting on this and thinking about how it's not just AI videos that are unlocked as the new meme format. Like 20 years ago, video editing was extremely difficult. Like you had to do it on a desktop. You had to have a piece of software that probably cost a lot of money. It was not widely accessible. And so these image makers, image memes, we were, I was talking to Brandon about this, like Good Guy Greg was one of these or like the Insanity Wolf. And it would just be like one image of a duck and the duck would be on sort of like a solid colored background and that would be the template. And then somebody would put white text with black, like block text, impact font on the top and the bottom. And that was like the image meme.

• 5:46John Coogan?

  And that was accessible in the sense that it could be like generated on MS Paint. It was, it was, it was free to generate it basically. Then we got video editing, you know, cap cut Instagram reels as an editor called edits. And all of a sudden it became easy for someone to take a vibe reel and put different text over it. I send you a bunch of these where I'll find some crazy vibe reel and I'll just recontextualize it with a new, yeah, you're laughing, new caption, basically. And so the classic one is like those four, those four jets in the new Top Gun. And it's like, when, when you and the boys all drive somewhere in separate cars or something like that, you know, this is an example. But now you can generate, you know, full AI videos that can express the joke of the meme.

• 6:29John Coogan?

  And I think the next version of this is like software as a meme, S A A M, something like that. And we've been experimenting that with this, with the simulators. There's TB, TBPN simulator, Jeremy Gaffon simulator. There are more simulators coming and. All of a sudden, we, you know, the idea of building a video game, becoming a video game studio was like an impossible challenge. It would be months and months of time, maybe millions of dollars to get anything reasonable. So you had to be commercial about it. You could not do it as a comedy bit, but now you can. But increasingly, it's going to be more and more just like a few prompts on your phone to get the piece of software that is that meme. And you can think about the Gmail suite from Riley Walls as another

• 7:13John Coogan?

  software as a meme moment where he's making a commentary on the Jeffrey Epstein saga and all of that, but he's instantiating the humor, the commentary in a piece of software that actually works. So there is a whole bunch of hack news going on. We're in a very weird week in terms of the news cycle because it's spring break. And so a lot of executives of big town companies are like, don't launch while my kids are out of school and we're going on vacation. I actually think this is my real theory. So we're in a little bit of a slow news week and you can see that like the Journal is covering announcements that happened last week. They're talking about Sora, they're talking about Disney, they're talking about, you know, things that are more like reflective in stratechery.

• 7:57John Coogan?

  Ben Thompson has a sort of a 50 year retrospective on Apple. It's not driven by a news item. Like, it's not like Apple launched a new product this week. So Ben Thompson is taking a step back and reflecting. It's a great piece. But there are a ton of crazy hacks, starting with Axios. There's an active supply chain attack on Axios, one of NPM's most dependent on packages. So if you have been vibe coding, Axios is a package that helps with HTTP requests. So it gets sucked into all sorts of different projects. And if you upgrade it to the latest version, you basically got a virus with that. And if that's running in the cloud, it's building and that's probably maybe bad because it could steal API keys

• 8:40John Coogan?

  or SSH keys. It could do a lot of things. It could wreak havoc on your system. Also, if you built this piece of software and you included the contaminated Axios installer or package locally, it could potentially weasel its way out of it. of your local environment and get onto your desktop. It's a, it's a virus. So be careful out there. And I'm sure people will be responding. The recommendation from Pharos, who sort of broke the news over at Socket Security. Is that if you use Axios, pin your version immediately and audit your lock files. Do not upgrade. Socket Analysis confirmed that this was malware. Plain Crypto JS is an obfuscated dropper loader that de-obfuscates embedded payloads

• 9:25John Coogan?

  and operational strings at runtime dynamically loads FS, OS, and exec sync to evade static analysis. Executes decoded shell, shell commands, stages and copies payload files into OS temp and Windows programmed data directories. Deletes and renames artifacts post-execution to destroy forensic evidence. So, very risky.

• 9:46Jordi Hays?

  I would say like, if you have installed this, you should just like freak out, basically. Should, and, and if you break your computer, that's like the first thing you should do. Just like try to slam.

• 9:56John Coogan?

  Yeah, take the computer, throw it in the lake.

• 9:58Jordi Hays?

  That's how you should start.

• 10:01John Coogan?

  I mean, practical, I mean, there is going to be some sort of like power law response here where of the people that are victims of the attack, they will go after the most vulnerable with the highest like ransomware potential. And I think we're seeing that with one company. I believe Merkle was targeted, but I don't know if that's.

• 10:18Jordi Hays?

  But I don't believe, was that, my understanding is that, yeah, the crazy thing is you have, you have this like Claude code leak.

• 10:27John Coogan?

  That was completely separate. I had nothing to do with Axios.

• 10:29Jordi Hays?

  Even though, even though I do believe they use Axios in Claude Code.

• 10:32John Coogan?

  Okay.

• 10:32Jordi Hays?

  Saw something on that.

• 10:33John Coogan?

  Sure, sure, sure.

• 10:34Jordi Hays?

  And you have the Merkle leak, which is.

• 10:36John Coogan?

  Well, it's not a leak, it's ransom.

• 10:38Jordi Hays?

  It's a ransomware.

• 10:39John Coogan?

  Yeah, someone stole some data.

• 10:40Jordi Hays?

  Yeah, they stole a bunch of data and now they're trying to, you know, get bids on it. We'll, we'll get to that in a little bit.

• 10:47John Coogan?

  Okay.

• 10:47Jordi Hays?

  And then there's, there's this Axios supply chain attack. A niche had a little bit more context. He said, "A tiny piece of code called Axios runs inside almost every app on your phone and every website you visit. Developers download it 100 million times a week. A few hours ago, someone poisoned it with malware that hands an attacker full control of your computer. If you've never heard of Axios, that's normal. It does one boring but important job. It lets apps talk to the internet. When a website pulls up your feed or an online checkout processes your card, Axios is probably doing the work underneath. Over 173,000 other code packages plug into it. It's everywhere." The attacker stole a lead developer's login for NPM. Think of it as an app store, but for code that programmers use. "Once inside, they swapped the developer's email to an autonomous Protonmail account and uploaded the poisoned version by hand.

• 11:31Jordi Hays?

  That jumped past every security check the project normally runs before new code goes live." And this was not a rush job. The stackers staged the malware at least 18 hours before pulling the trigger. They built separate versions for Windows, Mac, and Linux. They poisoned both the current version and an older one within 39 minutes of each other, casting the widest net possible. Once the malware ran on a machine, it deleted itself to cover its tracks. The trick was smart. They never touched a single line of code inside Axios itself. Instead, they tucked in a fake add-on called Plain CryptoJS, built to pass as a well-known, trusted library. It copied the real library's description and author info, so nothing looked off at a glance. When a developer installed Axios, this fake package quietly ran the malware on its own. When a smaller package called UAPARSERJS got hijacked back in 2021 with about 8 million

• 12:16Jordi Hays?

  weekly downloads, the security world treated it like a four-alarm fire. Axios has 100 million, over 12 expose, with 173,000 packages depending on it. Socket, the security firm that flagged this, caught it in about 6 minutes. That's fast, but 6 minutes is still plenty of time for automated systems at companies everywhere to pull and install the bad version before anyone can react. If you or your team run Axios, freak TF out. Now, lock your version to 1.14.0. Change every password, API key, and access token on any machine that installed the compromised update. And check your network logs for connections to sfrclak.com or the IP address 142.11.206.73."

• 12:59John Coogan?

  Andre Karpathy said, "New supply chain attack, this time for NPM Axios. The most popular HTTP client library with 300 million weekly downloads. That's a lot." Scanning my system. Andre Karpathy says he found a use imported from Google Workspace slash CLI from a few days ago when I was experimenting with Gmail GCAL CLI. The installed version luckily resolved to the previous version, the unaffected 1.13.5, but the project dependency is not pinned, meaning that if he did this earlier today, the code would have resolved, everything would have updated, and he would have been pwned. It is possible to personally defend against these to some extent with local settings,

• 13:44John Coogan?

  e.g. release age constraints, or containers, or etc. But I think ultimately the defaults of package management projects, pip, npm, etc., have to change so that a single injection, usually luckily fairly temporary in nature due to security scanning, does not spread through users at random and at scale via unpinned dependencies. So, very, very crazy, crazy story.

• 14:10Jordi Hays?

  I just think it's bullish overall for cybersecurity. Like, I think every cybersecurity company will probably do well. People are on edge, are ready. And even though this type of attack has happened for years, long before like the popularity of vibe coding, it just feels like there's a bunch of new solutions that are needed. The kind of incumbent cybersecurity players will do well. They're going to release a lot of new products. I think the question that I have is like, why seven minutes? Right? Like, if...

• 14:41John Coogan?

  Why not check it before it's merged in in the first place?

• 14:44Jordi Hays?

  Yeah, yeah, or just like, you know, these are machines, so theoretically they can be constantly monitoring versus like...

• 14:52John Coogan?

  Yeah, I don't know. And the question is, we're going to be digging into this story more over the next few days, but I'm interested to know, like, it's found in seven minutes, when is it actually rolled back? If you look at 300 million weekly downloads, like clearly there are people that were downloading it at that moment in time, at all seven of those minutes, there's probably like thousands of downloads, if not tens of thousands. Like, how quickly was it rolled back? So is it only if you're in that seven minutes? Or was it, it was discovered in seven minutes and then it took them another 20 minutes to roll it back and stop serving the contaminated package? Understanding the scope of this, because it's very clear that, as Andre Karpathy explained, like, he was actively using it every single day, and yet was not caught in that seven-minute

• 15:36John Coogan?

  window. And so he was clean. And, and understanding the scope and scale of the impact is very much determined by how many, just, just how, just, just how broad and how many installs happened during the contamination. Anyway, Will Brown has a good take. He says, "I hope someone at Axios is reporting on this," and I completely agree. It's gonna be, it's gonna be confusing when they do.

• 15:59Jordi Hays?

  Last night, Claude Code, source code was leaked via MapFile in the NPM registry. There's just a link to...

• 16:07John Coogan?

  Wait, someone just actually, do not click a link. If somebody ever says, "Hey, I got some really great source code here, just click this link," probably don't click it, let other people screenshot it. There's plenty of meta-analysis over here. Seems, seems messy, seems unfortunate. Heart goes out to the folks who are dealing with the situation. At the same time, Codex is open source, it's not the end of the world, but it did reveal a bunch of things about the roadmap and also some of the internal April Fools. That is the worst part. We love a secret surprise April Fools joke. I love a good joke, and nothing spoils a joke like hearing about it a day early. Much more importantly, there are lots of, there are lots of other critiques of the way Claude Code is implemented. What

• 16:52John Coogan?

  are the bad words?

• 16:53Jordi Hays?

  Yeah, I don't think this, I don't think this hurts their business at all, because people are using Claude Code to make other products, and then also having to take, basically... A fork of Claude Code, maintain that, try to be shipping features against it, which is, again, I think it seems to not be legal at all to just fork the codebase just because it's out there.

• 17:13John Coogan?

  Oh, yeah, you can't just

• 17:15Jordi Hays?

  People are converting it into other languages and maybe there's some argument there, but still, I don't think this hurts their business at all.

• 17:23John Coogan?

  Understand some of the secrets, what's special, but at the end of the day, all of these tools, especially something like Claude Code that's so new, like, it's more of like the process.

• 17:33Jordi Hays?

  It's more bad for the overall brand of vibe coding.

• 17:36John Coogan?

  Totally, totally. Yeah, yeah, it's rough.

• 17:39Jordi Hays?

  The irony here is that every time Anthropic has released any feature related to cybersecurity, all the big cyber companies have been selling off, you know, tens of billions of dollars.

• 17:50John Coogan?

  Yeah, yeah, yeah. The question of like, yeah, does this build trust in like using vibe code?

• 17:55Jordi Hays?

  Yeah, so overall, overall, it hurts some trust, but again, very obviously going to get through this.

• 18:02John Coogan?

  Yeah, so the how it started, how it's going is of course landing like a ton of bricks. In the last 30 days, 100% of the contributions to Claude Code were written by Claude Code. And the how it's going is that it leaked the source code, which is not what you want to have happen. This is like, you know, you didn't get to watch the Super Bowl, you have it DVR'd at home. Do you want spoilers? Should we review the April Fools joke? Or should we leave it unspoiled?

• 18:30Jordi Hays?

  It's cool. It's very cool.

• 18:32John Coogan?

  You've already read it?

• 18:33Jordi Hays?

  I read through it, but it's not, it's not to my, I don't think we're getting, I don't think we're getting a knee slapper out of it, but it's very, it's very cool. I think it'll be cute.

• 18:42John Coogan?

  Okay, well, then we can move on. Tukey summed it up here. Do you understand what just happened at Anthropic? Someone on their team ran a production build of Claude Code. The compiler generated a dot map file, which is literally a blueprint that reverses the entire codebase back to its original source. And then they published it straight to NPM for the whole world to download. And it really does show you how fast the NPM downloads. There are people that are downloading it every single minute. And so if, even if it's only up there for a minute, someone's going to get it. And then all they need to do is send it to somebody, zip it and post a link on X and it goes viral. It's like locking every door in your house, installing cameras, hiring armed guards, then accidentally uploading your floor plans to Google Maps. Does that matter? No, that's a bad analogy. I don't like that analogy. Floor plans are not.

• 19:26John Coogan?

  Why I lock every door in my house. I install cameras. I hire armed guards.

• 19:30Jordi Hays?

  Aren't floor plans public on like Zillow?

• 19:32John Coogan?

  Oftentimes.

• 19:33Jordi Hays?

  Let's go over to Lisan Alga.

• 19:34John Coogan?

  Yes, yes, yes.

• 19:35Jordi Hays?

  A few takeaways from the Claude code leak. Anthropic is actively using Mythos for development.

• 19:40John Coogan?

  Okay.

• 19:41Jordi Hays?

  They are already at Capybara V8. We learned last week that Capybaras are

• 19:48John Coogan?

  Extremely deadly.

• 19:48Jordi Hays?

  But can be deadly in the right context. Capybara still has issues.

• 19:52John Coogan?

  The foreshadowing is crazy. The foreshadowing is crazy. We were talking about how the Faustian bargain that is getting a Capybara as a pet. It seems so cute, but it can bite you.

• 20:02Jordi Hays?

  Capybara has 1 million token context window and fast mode.

• 20:07John Coogan?

  Cool.

• 20:09John Coogan?

  Numbat is another interesting code name tagged with at model launch. We moved the section where we launched Numbat. Fennec seems to be the Fennec fox. Fennec fox is very cute, but also not a domesticated animal. How about we get some golden retriever code names? How about Big Fluffy Poodle? That's a good code name for your, for your, for your, for your animal themed AI model. Anyway, let me tell you about Console. Console builds AI agents that automate 70% of IT, HR and finance support, giving employees instant resolution for access requests and password resets. And let me also tell you about Lambda. Lambda is the super intelligence cloud, building AI supercomputers for training and inference that scale from one GPU to hundreds of thousands.

• 20:49Jordi Hays?

  Arvid says, hot take, Anthropic leaked Claude code intentionally to get a Nerdsphere code review. It would have never gotten if they had just open sourced it.

• 20:59John Coogan?

  Oh, that's actually true. Way more attention.

• 21:01Jordi Hays?

  You don't leak your entire feature roadmap. You don't do, I mean, it's, it's, it's funny and I'm sure they'll make the most of this.

• 21:08John Coogan?

  This is 4D chess right here.

• 21:09Jordi Hays?

  But I'm not seeing the 4D chess.

• 21:11John Coogan?

  I'm seeing the 4D chess now. I'm convinced. This is, I mean, we're in completely uncharted territory for marketing stunts and pre-releases and sneaky footage that is, goes viral and maybe was planted. You don't know. And it's like some leaked account, like, I don't know. I think everything's, I think the gloves are off. Everything's on the table. This could be an April Fool's joke. This could be a stunt to draw, to drive. Have attention to an open source move. Although Tyler, you said that Dario is not a fan of open source at all, right? He's like against it unilaterally.

• 21:44Jordi Hays?

  He doesn't want to do open source.

• 21:46John Coogan?

  I feel like, isn't there some steel man there where if you open source like Opus 2 or something that's like really old, it's entirely commoditized in the research community. So all of those secrets that went into like making Opus 2 good, those have been commoditized. They've been discussed at the house parties in SF. The researchers have moved from one place to another. So everyone knows these, they're implemented. They're available as open source, but by by open sourcing your model, you can share with more of like the up and coming academic community. Like if I'm a if I'm a computer scientist.

• 22:23Jordi Hays?

  Yeah, but if all the research is already commoditized.

• 22:25John Coogan?

  Yeah, I guess you could just use the other ones. It doesn't really have a benefit. Maybe.

• 22:29Jordi Hays?

  Yeah, so has any has anyone at Anthropic, has anyone at Anthropic commented on this at all?

• 22:34John Coogan?

  I haven't seen anything.

• 22:35Jordi Hays?

  I haven't seen anyone.

• 22:36John Coogan?

  There is news out of, out of Google. A Google paper warns that warns crypto on quantum risk ahead of 2029 timeline. So we've heard about the risk of quantum computing affecting the cryptocurrency industry, crypto projects broadly. There is some new research out of Google that provides some more perspective. So Google researchers have warned that future quantum computers may be able to break some of the cryptography protecting Bitcoin and other digital assets with fewer resources than previously thought, adding urgency to the debate over how the industry should prepare. The researchers did not indicate such a machine exists today,

• 23:15John Coogan?

  but said new work suggests the computing power needed to carry out that kind of attack may be lower than earlier estimates had suggested. In a Google research blog post, this is from Bloomberg, the researcher said that a future quantum computer could break elliptic curve cryptography, a form of public key encryption used across much of the market. Their latest estimate points to a 24 reduction in the quantum computing hardware needed to break what's known as ECD LP 256, a mathematical problem that helps secure crypto wallets and transactions. That does not mean Bitcoin and Ethereum are suddenly exposed, but the researchers in a white paper dated Monday. Said the clearest defense is a shift towards post-quantum cryptography or PQC.

• 23:57John Coogan?

  I'm sure this will be a hot topic over the next few months. A newer form of security designed to withstand attacks from powerful machines. They also urge the crypto industry to cut avoidable risks in the meantime. We urge all vulnerable cryptocurrency communities to join the migration to PQC without delay. Google cast the paper as a warning meant to give the industry time to act, not as a prediction of imminent collapse. Last week, the tech giant introduced a timeline to fully migrate its own security systems to post-quantum cryptography by 2029. Have swirled for years. In January, Coinbase established an independent advisory board to study what quantum computing could mean for the blockchain. That same month, Christopher Wood, global head of equity strategy at Jefferies,

• 24:40John Coogan?

  removed a 10% allocation to Bitcoin from his model portfolio, citing fears that the advent of quantum computing could undermine the token. The time left before such machines arrive still appears longer than the time needed to move public blockchains to post-quantum cryptography.

• 24:55Jordi Hays?

  One concern that people in the community have had that I've seen talked about is this idea that if you did have a computer powerful enough to crack these encryptions, unless you were like Google and you already had billions and billions and billions of dollars of cash flow, you wouldn't exactly stand up and say like, hey, I have cracked Bitcoin because the incentive for a certain team would just be to go around and find these wallets that were maybe, maybe didn't have any activity for a long time and just start cracking those individually. Because if you just stood up and said, hey, I have a quantum computer that destroys Bitcoin, the price would go down and then the hacker wouldn't get any benefit from it.

• 25:38John Coogan?

  What are quantum stocks doing on this news?

• 25:40Jordi Hays?

  Quantum, probably ripping.

• 25:42John Coogan?

  They rip on everything. So Nick Carter was talking about this. He said, "Many are wondering what Google saw that caused them to revise their post-quantum cryptography transition deadline to 2029 this week. It was this," and it's from research.google, research.google, which we will go through. Max, the VC, says, "Google's basically saying, we've cut the quantum resources needed to break Bitcoin's encryption by 20x. We can now break it. We can prove it. We're just not going to tell you how. We've slowed down research to give crypto a chance. You have until 2029 to figure out a solution. Good luck." Elon chimed in and said, on the plus side, if you forgot your password, the password to your wallet, it will be accessible in the future.

• 26:24Jordi Hays?

  Also to everyone else.

• 26:25John Coogan?

  So the chance that NASA lands on the moon, we were tracking this yesterday, the missions are starting to happen, for 2028 on Kalshi is now at 14%. Before 2027 is at 4.7%. So they are racing, of course, this Artemis 2 mission is not boots on the ground on the moon, it is rocketing around the moon. We'll have more about this tomorrow.

• 26:49Jordi Hays?

  They're just going to check it out.

• 26:50John Coogan?

  They're going to be gone for 10 days. They're going to be in space for 10 days. Brendan Gurrell was doing some deep dives on the technology, the streaming technology, what we really care about here, that will be on board, something like 20 cameras, 4K live streams, laser beams to make sure it's low latency.

• 27:07Jordi Hays?

  Super chats.

• 27:08John Coogan?

  Should be a lot of fun. Super chats would be good. We gotta get a chat going. I'm sure there might actually be, because they usually stream on YouTube, and so I wouldn't be surprised if there isn't.

• 27:17Jordi Hays?

  And is it going to be a 24/7, like perpetual stream that's always on?

• 27:21John Coogan?

  Yes.

• 27:22Jordi Hays?

  Even when the astronauts are taking a sleep?

• 27:24John Coogan?

  Yeah.

• 27:25Jordi Hays?

  Taking a little nap?

• 27:26John Coogan?

  Yeah, yeah.

• 27:27Jordi Hays?

  Okay. All the conspiracy theorists are going to be sitting there, watching it very closely and then pausing.

• 27:32John Coogan?

  There was a glitch.

• 27:32Jordi Hays?

  There, did you see that glitch?

• 27:34John Coogan?

  That was, that was VFX, that was AI. No, this is my mark. I will believe that it's real if I see an astronaut put three fingers in front of their face.

• 27:43Jordi Hays?

  Yep.

• 27:43John Coogan?

  Because this is the one thing that the AI can't do right now. If you're ever on a Zoom call with someone, you suspect of being fake, a scammer who said, hey, let's get on Zoom, let's talk about some financial investment opportunity, and it looks like someone you think is the person, but you suspect that it might not be, and they will be able to show you, look, look at the fingers, the fingers are perfect, it's fine, it's fine. That's because this part is not AI, just the face is AI. This is the deep fake stuff that's happening. So what you have to do is you have to ask them to hold up three fingers. They'll be like, yeah, three fingers. This is fine, right? I satisfy the task. You gotta say, no, put the three fingers in front of your face, because if you put the three fingers in front of your face, the AI gets confused and it breaks the deep fake that's happening underneath.

• 28:27Jordi Hays?

  Elon Colossus shares, Elon has spent a decade trying to control an AI lab. He tried to absorb DeepMind into Tesla in 2014, then OpenAI in 2018. When that failed, an intern spoke up, it did not.

• 28:39John Coogan?

  Interesting. Okay, let's read through this.

• 28:41Jordi Hays?

  He also tried to control XAI to some degree.

• 28:44John Coogan?

  Doesn't he control XAI?

• 28:46Jordi Hays?

  Well, he controls it, but at what cost? Right?

• 28:48John Coogan?

  I don't know.

• 28:49Jordi Hays?

  All seven co-founders.

• 28:50John Coogan?

  Oh, true, true, true. That's what you're referring to. Got it.

• 28:53Jordi Hays?

  Anyways, from the book, pushing back against Musk's obsession with the race against Google and DeepMind Brockman added, "It doesn't matter who wins if everyone dies." Musk responded the next morning at 3:52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. Tesla is the only path that could even hope to hold a candle to Google, Musk declared. Even then, the probability of being a counterweight to Google is small. It just isn't zero. At an all-hands meeting on the top floor of a converted truck factory that housed OpenAI, Musk announced to the employees that he was quitting the lab scornfully, adding that-

• 29:36John Coogan?

  I need Raptors. I need a new Ford Raptor. Potentially every day. We gotta put this lab above a truck factory.

• 29:43Jordi Hays?

  Inside of a truck factory.

• 29:44John Coogan?

  This is amazing.

• 29:45Jordi Hays?

  Scornfully adding that OpenAI would have to sprint faster to stay relevant.

• 29:49John Coogan?

  Yep.

• 29:49Jordi Hays?

  I guess they did.

• 29:50John Coogan?

  I guess they did.

• 29:51Jordi Hays?

  Hoping to lure away some researchers, he declared there was a much better chance of building AGI at a strong business like Tesla.

• 29:57John Coogan?

  Yeah.

• 29:57Jordi Hays?

  Showing courage or perhaps just youthful innocence, an intern asked Musk if speed might be reckless from a safety perspective. Besides, wasn't developing AI at a for-profit company like Tesla the same as creating it at a for-profit company like Google? Isn't this going back to what you said you didn't want to do? The intern demanded. You're a jackass, Musk retorted. Then he stormed out of the meeting.

• 30:18John Coogan?

  That intern?

• 30:19Jordi Hays?

  Tyler Cosgrove.

• 30:20John Coogan?

  No. That intern was Steve Jobs. Just kidding.

• 30:23Jordi Hays?

  It's been an honor.

• 30:24John Coogan?

  See you tomorrow. Goodbye.

• 30:28John Coogan?

  Bye.