Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | 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?

  We got a banger show for you today, folks. We got a lot of guests coming on. We got two hours of back-to-back interviews with everyone from Spencer Raskoff, the CEO of Match Group, to Alex Tubman of Long Lake Management. Quaid's coming on from Bezel. He's going to take us deeper on our first story, which is, of course, Adamar Pigay AP is partnering with Swatch to launch a watch that's, you could call it a knockoff of the Royal Oak. It's certainly, it's not a knockoff because it's official. It's from the actual, they knocked themselves off. And there's a bunch of interesting business implications of why they did this, what it means, what will happen. Let's pull up the video of the launch first. And you got to tell me,

• 0:43John Coogan?

  do you think this is AI or CGI? Because it's a launch video and in 2026, it's hard to tell the difference. So we're going to play the, this is from the official Swatch account. This is something that looked like, like a fake clickbait video, but it's real. Here it is. What do you think? AI or CGI?

• 1:05Jordi Hays?

  CGI. Precision handmade CGI. Just like watches.

• 1:10John Coogan?

  Not a transformer in sight, the way my grandfather used to like. There will be interesting pushbacks. I'm like, oh, this, this movie is awesome. It only use CGI. No AI involved whatsoever. Wait, so is it a manual watch? Is it a?

• 1:26Jordi Hays?

  I think it's unclear. Right? So what, what there's been a massive amount of, of, everyone has basically created somewhat realistic looking posters for these. The actual watch has not been revealed at all. That's the only thing that's been.

• 1:39John Coogan?

  Just based off of the fact that Swatch did a collaboration with a luxury watch brand, The Moon Swatch, which was based on the Moon Watch, right?

• 1:50Jordi Hays?

  Oh, yeah. I forgot about it.

• 1:51John Coogan?

  Yeah. And so The Moon Swatch was successful and was a more accessible entry point to The Moon Watch, which is from Omega, which is sort of in that like Rolex tier. And I don't know if The Moon Swatch, what, how they saved costs, because there's a certain amount of cost that just goes into making a movement, a mechanical movement. It's a lot of small pieces. Sure, you can put it on a manufacturing line and press them and stuff.

• 2:19Jordi Hays?

  John, learning that.

• 2:20John Coogan?

  Couple hundred bucks.

• 2:21Jordi Hays?

  Watches have egregious. Profit.

• 2:24John Coogan?

  I know they have egregious profit margins, but still like, like the, the, the work to put together all the gears and manufacturing it like, I would be surprised if, if, if it's a mechanical watch, is it really gonna be like five dollars? No, it's not a Happy Meal toy.

• 2:38Jordi Hays?

  So there's, there's the fake Chinese version of all of these popular watches, Nautilus, APs, et cetera. You can get them, like you could go on Alibaba, get them for, in the low hundreds of dollars, right? And so it is totally possible to put together a watch.

• 2:55John Coogan?

  Totally.

• 2:55Jordi Hays?

  That has a lot of the same componentry.

• 2:58John Coogan?

  I saw Nico Leonard on, who's a great YouTube watch reviewer, fun, very fun creator, on the Ice Coffee Hour with Graham Stephan. And they gave him, this is a fun little game that they, they're getting really good at playing games with their guests on this podcast. So they give him six watches and they tell him that three of them are knockoffs and three of them are, are authentic. And he has to guess and he nails, he gets all of them correct. Even though some of them were very convincing fakes, especially of Patek.

• 3:28Jordi Hays?

  So a lot of people are saying this is bare.

• 3:31John Coogan?

  It's over.

• 3:31Jordi Hays?

  It's over. They're saying, sell everything, freak out, sell all, sell all your APs.

• 3:36John Coogan?

  About to buy an AP for $500, rest in peace.

• 3:37Jordi Hays?

  AP has, you know, consistently done things over the last few years to, that were provocative, right? Some of the various partnerships they've had with talent, right? Celebrities, et cetera, have been somewhat provocative. But overall, the, the brand seems healthy, right? It's not gonna be for everyone. I think in some ways, this decision could be seen, and again, I'm no watch expert, but fakes are flooding the market globally. And why not just lean into that, basically? And the other thing is, they don't have any entry level, like the gap between, you know, I'm sure this, this, this Swatch AP will end up retailing for far more, or sorry, not

• 4:21Jordi Hays?

  retail, but secondary, will be far more than. Then whatever it goes out at, but the gap even then between that and a real Royal Oak.

• 4:28John Coogan?

  Yep.

• 4:29Jordi Hays?

  Will be immense.

• 4:30John Coogan?

  And the gap has been growing because the aftermarket prices have been increasing faster than incomes.

• 4:35Jordi Hays?

  They basically were like, oh, this is what our watches are worth aftermarket. We should price there, right?

• 4:40John Coogan?

  Yeah. And so you quickly wound up with like, to get in the game, you're in, you're at 30K. And that's just a lot. And there's not as much of a walk, crawl, run to get into the ecosystem that some brands have. AP certainly has not had that. And now this is.

• 4:53Jordi Hays?

  You go with a code. You go with a code.

• 4:56John Coogan?

  Aren't those like 60?

• 4:57Jordi Hays?

  Oh, they are.

• 4:58John Coogan?

  I think they're really expensive. No, no, I think they're really pricey. I don't know. But yeah, maybe they'll bring down the price on that. Live Monitor says, spend half a million dollars or $500 and you get something that looks pretty similar. Of course, very different materials.

• 5:12Jordi Hays?

  You can get a code 1159 for low to mid twenties.

• 5:16John Coogan?

  Twenties, okay. But there's another watch collab that I want your reaction to. You gotta see this. This one's gonna fly off the shelves, potentially selling more units than the Swatch AP collab. It's the Rolex collab. We can pull this up.

• 5:32Speaker 02

  Something you've never seen before and you won't see again. A Chrome Hearts Rolex Daytona 18 karat gold. Starting offer, $370,000. If you want it, there's only one way to get it. I've never seen this watch before. Neither have you. That's why I'm showing it to you.

• 5:52John Coogan?

  Do you think this is real or just something someone made randomly?

• 5:56Speaker 02

  Official Rolex over here telling you that the dial might be aftermarket. I don't know. You figure that out?

• 6:02Jordi Hays?

  I don't know. I don't, I don't follow it. It's funny.

• 6:06Jordi Hays?

  Somebody on X over the weekend was assuming that I was into Chrome Hearts because I joked a lot about Chrome Hearts. But no, I'm not enough of an expert to.

• 6:17John Coogan?

  No, that's Dylan.

• 6:19John Coogan?

  Dennis is playing off of your joke, saying, "I tried to buy the Swatch AP Royal Pop collab, but they told me I had to buy this collab first, and it's the Code 1159." If you're not familiar with the Code 1159, it's the newest watch from AP, but it has a less distinct silhouette than the Royal Oak, and has been not loved by the biggest fans of AP broadly. And so it has been underselling, probably relative to the new Rolex. Which one's the new Rolex? The Land Dweller, which has been, I think, selling very well. And this one has been, the Code 1159, has not been doing as well.

• 6:56Jordi Hays?

  Let's head over to Reddit and check out what they're doing there.

• 6:59John Coogan?

  What are they doing there?

• 7:00Jordi Hays?

  Somebody has figured this out ages ago. I want your reaction, John. Omega on one side, but the Omega is strapped to the wrist with a Whoop band.

• 7:09John Coogan?

  Yeah, Whoop on the inside, Omega on the outside. It just doesn't feel right. It feels a little unnatural to me. But I did, I have seen a lot of people wearing the Whoop bands lately. And I think that there's some remarkable data. I was talking to someone who connected their Whoop data and found out that they had sleep apnea by analyzing it with an LLM, and, which is something you would expect Whoop to be doing on their side. But for regulatory reasons, it might be slower for Whoop to roll out that feature of like health monitoring. And so there's a lot of like DIY science that comes from it. So, I don't know. It's weird no matter what. Because if you have a Whoop on one end, and then, on one hand, and then a watch on the other, that's an odd choice. I feel like, isn't there an opportunity to put the Whoop band somewhere more discreet?

• 7:54John Coogan?

  Like, even like a chest monitor would be less in your face.

• 7:58Jordi Hays?

  You can, I think you can.

• 7:58John Coogan?

  The Oura ring is not very intrusive. But they should really make the, what do they call it? The Boston Fitbit? It's the ankle monitor.

• 8:09John Coogan?

  I can say that because I'm Irish. But there was some debate over AP's motivations. Ariel Grivner says, as an IP nerd, I love this. AP's trademark loss means they lost the moat around their octagonal bezel and their dial. So what did they do? They license its crown jewels to swatch for a flood of legit, affordable royal pop pieces, a masterclass in damage control. This is on this news that AP lost a trademark fight in Japan in 2024 and in the US in 2025. The courts ruled that the bezel and the dial aren't distinctive enough to legally own. But there's some pushback in the community notes.

• 8:49Jordi Hays?

  Here's the thing, they have managed to, I think, maintain a trademark around the octagon.

• 8:55John Coogan?

  Yeah, well, there's a trade dress, so you can never do a full knockoff of a direct product, but they couldn't lock down the idea of an octagon. That was like simply too much. I don't know how much of this was was damage control around the intellectual property, but it's certainly certainly an interesting thing. And there's also some people thinking that this is a way to make money. You see this gem changer said, every unemployed guy with a group chat of equally unemployed friends, this post is for you. The royal pop drops Saturday, May 16th. They're coming out with this quickly, just one week teaser and then it's out. He says, this is the easiest four-figure week you'll have all year if you're willing to do something that resembles work resembles work for 14 hours.

• 9:38John Coogan?

  If you're willing, let me lay out exactly what to do. Retail is in the $400 range. It's in-store only. There's no online sales. They're limiting it to one person, one piece per person, per store, per day, not two. So your hustle is per warm body, not per pair. And then there he shares some expectation about where this might trade, maybe 12x retail, maybe 5x retail. And so if you go and you wait in line and you buy this and then you sell it online, you might be able to make a pretty penny pretty quickly, but you'll need a bunch of friends. And he gives a bunch of advice on where you should go. Avoid Soho, Times Square, London, Singapore.

• 10:19John Coogan?

  You gotta go to secondary cities, Troy, Michigan, King of Prussia, Canoga Park, Honolulu.

• 10:26John Coogan?

  Going to Honolulu just for this.

• 10:29Jordi Hays?

  I think this is, I think this is gonna be a hit. I think the haters are wrong. People love G-Shocks, sort of a combination.

• 10:35John Coogan?

  I think so too.

• 10:35Jordi Hays?

  They'll do well.

• 10:36John Coogan?

  It just seems like a fun, a fun watch. And I, and I do think it's a nice entry point for someone who's getting into watches, like, start with this, then get something else. It's like a Striver, like, you know, uh, it's a point along a curve, which I think will be popular. And it's also just like, a lot of fun, and, and it'll look good. Anyway.

• 10:52Jordi Hays?

  Let's head over to China.

• 10:53John Coogan?

  What are they doing over in China? They're-

• 10:55Jordi Hays?

  BYD.

• 10:56John Coogan?

  BYD.

• 10:56Jordi Hays?

  Got Daniel Craig as the new face.

• 10:59John Coogan?

  Build your dreams. They're building their dreams. For the Denza Luxury EV, James Wood says, it's an amazing ad. And Adam Thomas says, China uses James Bond for a Euro push. The world is changing. Let's play this advertisement from BYD.

• 11:15Speaker 03

  A world with the capacity to find change. But just as spring follows a harsh winter, and summer looks back on a routine spring, old selves, past identities, they ship. They have to. It's so exciting, don't you think? I mean, doesn't life ask us to step out of the shadows and embrace the new? To evolve or not-

• 11:39Jordi Hays?

  Are there car seats for dogs?

• 11:40John Coogan?

  I don't think so. I think it gets pretty dangerous. Although, that dog looks like it's wearing some sort of harness that could be tied in.

• 11:49Speaker 03

  What do you think?

• 11:50John Coogan?

  Yeah. See, post-James Bond, he has a lot more comedic timing. He's done Ask an Alpha a few times. He, he's done a couple comedies. There's a lot more to it, but he will still just never not be James Bond. Because he had such a successful run of James Bond performances. He's really driving this car. Is this an SUV or a wagon?

• 12:13Jordi Hays?

  Pause, pause, pause. Rewind 10 seconds.

• 12:16John Coogan?

  Okay. What are we listening for?

• 12:18Jordi Hays?

  Listen, cuz there's some, uh-

• 12:20John Coogan?

  Okay.

• 12:27Jordi Hays?

  Doesn't that, doesn't that sound like a internal combustion engine for a second there?

• 12:32John Coogan?

  Yeah.

• 12:32Jordi Hays?

  So they're larping.

• 12:33John Coogan?

  It's played through the speakers while you're driving? Is that an option?

• 12:36Jordi Hays?

  Maybe.

• 12:36John Coogan?

  I feel like it has to be an option if they're advertising it like that.

• 12:39Jordi Hays?

  Yeah.

• 12:41John Coogan?

  But who knows? You never know with these, with these BYDs if there's actually a, a internal combustion engine in there somewhere that can activate at a certain point. Like, everything feels like a hybrid these days. But, I mean, it says luxury EVs. What a great partnership and what a great run from Daniel Craig to be able to just like cash in on the, the aura of being James Bond forever, even after the franchise ends and he has to move on to other things. It really is remarkable.

• 13:07Jordi Hays?

  If you're Daniel Craig.

• 13:07John Coogan?

  If you're Daniel Craig. Uh, and it also helped that, did you ever see Layer Cake? No one's seen Layer Cake here? Oh, such a good movie. And he plays, he plays like sort of a, someone involved in like the drug trade in Europe, but it's a very James Bond-esque character. And so even throughout his portfolio of movies when he's, and then, and then, uh, he plays Benoit Blanc from, uh, Knives Out. And even that character, even though it has a different, even though he has a different accent, it still feels like he carries the authority of a James Bond-like figure. And so he's always had this same demeanor and aura around him that's been built through his entire cinematic portfolio that he can continue to cash in on. And when you're thinking about advertising a particular car like an

• 13:51John Coogan?

  Aston Martin, like this luxury BYD, your mind goes to him before anyone else, really.

• 13:57Jordi Hays?

  European price tag is 134.

• 13:59John Coogan?

  Ooh, okay, they're actually getting pricey. Usually, like, when you see these BYD numbers, it's always like, it's the performance of a Ferrari for the price of a Camry.

• 14:07Jordi Hays?

  Well, so there's the Denza Z, which is sick, the, the estimated price is 60 to 140.

• 14:14John Coogan?

  It's a big range.

• 14:15Jordi Hays?

  But a lot of the other Denzas are in the 40 to 60K range.

• 14:18John Coogan?

  Okay, okay. Not too bad, not too bad. Well, uh, you know where I'd like to see Daniel Craig do his next endorsement? Cerebras. I would love to see a Super Bowl ad where he's lamenting the slow speed of AI inference and he...

• 14:34John Coogan?

  Solves his problem in this Super Bowl ad by partnering with Cerebras, firing up some Cerebras chips. The IPO is looking like it's going very, very well. So Cerebras updated their filing. According to Reuters, the IPO date will be Thursday, May 14th. I heard maybe Wednesday, but any day now. And they're offering 30 million shares. That's up from 28 million. So they're they're offering more shares than they were expecting to. And they also increased their price range from 115 to 125, up to 150, 160. And so they're going to raise instead of three and a half billion, they'll be raising 4.8 billion.

• 15:13John Coogan?

  And allegedly, the the round is massively oversubscribed to the tune of 20x demand for that 5 billion. So something like, wait, 100 billion of demand for that 5 billion, which is remarkable at that price. Now, does that mean it's going to 10x on day one? No, but it's certainly a good sign going into this this IPO. And so that's why I called it like a potential $50 billion IPO, just to sort of have some some parallelism with the $500 watch and the 50 trillion of GDP meeting in China that we'll talk about later. So there was a bunch of FUD around.

• 15:48Jordi Hays?

  This morning says, if you're looking for the ideal time to IPO, being a chip company in May 2026 is hard to beat.

• 15:56John Coogan?

  It really is. It really is. He had a great piece called The Inference Shift today in Stratechery. Go check it out. There's been a bunch of FUD about Cerebras. I mean, for a long time, they were just sort of like building in stealth or talking about the idea. It takes a really long time to to design these chips, tape them out and then actually produce them. And then the first version is less flexible, less designed collaboratively with the companies that are using them. So there was like one customer that was buying them and there was a lot of customer concentration. Now the chips have actually been deployed. And there was this big narrative about like, okay, well, they're maybe overly optimizing for the transformer architecture. What happens if the AI researchers come out with like, attention is all you actually don't need that much. Attention is nice and useful, but we have a new thing that's better.

• 16:41John Coogan?

  And that didn't happen. And so attention and transformer based architectures are still dominant. And inference costs are extremely important in the age of AI agents and and speed is is so, so important. And so demand is, you know, 10 Xing every few months at this point. And there's a very, very clear business story. Tyler, you have anything on Cerebras?

• 16:59Speaker 04

  Uh, yeah, I mean, just like if you use the Cerebras chips, like you can use it GPT 5.3 Spark in Codex. It's like insane.

• 17:06John Coogan?

  It's crazy. It's crazy. Yeah. Yeah. If you want to give it a try and actually demo it, uh, which I think is important with these like, uh, with these, these, these, uh, like semiconductor companies, if they're like abstract and you're like, I don't know if it's like a real company or something like, you can actually just go download Codex Desktop, pick from the down, from the dropdown 5.3 Spark. And then you can, you don't even have to get it to do code. You can ask it history of the Roman Empire and it will just instantly tell you a full page of exactly the response, uh, with 5.3 level intelligence, which is pretty good. Uh, and it's a pretty remarkable experience and you can imagine this coming to every LLM interface, every AI experience, which has normally been like for any meaningful work,

• 17:48John Coogan?

  fire it off, come back five minutes later, sometimes two hours later, uh, we'll cut all of that in, in, you know, in half or by 10. And that's where this is going. So you can see, you know, uh, significant demand, even though there's this like customer concentration thing. I don't know why there wouldn't be a lot of different customers lining up every, every, uh, lab that has exploding demand, Cursor, Anthropic, uh, Meta and Google, like, unless they have like a direct answer to this, I would see them being a buyer in the near term. So the Cerebras upsized its IPO and top of the new range. Reuters says the IPO drew orders for more than 20x the shares available. Uh, Cerebras makes AI inference

• 18:30John Coogan?

  chips and lists Amazon and OpenAI among customers. So, uh, there was, there was a question about like, was it all OpenAI? And I guess Amazon has jumped on, uh, very flexible with regard to the chips that they rack over at AWS. Uh, Polymarket is projecting Cerebras to close above 50 billion market cap by the end of day one. That would be about 100% above the target valuation of 26 billion that was previously reported. So preparing for an IPO on the NASDAQ. Next weekend, the ticker C B R S and traditional semiconductor manufacturing works like this, a silicon wafer is fabricated, the wafer is cut into hundreds of smaller chips, the chips are packaged individually and connected together in systems. Cerebras took a completely different approach.

• 19:12John Coogan?

  They use the entire 300 millimeter wafer, four trillion transistors, 900,000 AI oriented compute cores. And the big thing is the petabits per second of internal bandwidth. So better memory bandwidth for KV caches and everything that you need to do in AI, I think, something like that. Benchmark is going to be absolutely cleaning up. They still own over 20% of Cerebras, apparently. If it trades at even half of how Shanghai priced more threads in CambraCon, it will be over 500 billion in less than two years. Okay, that's a big step. It will break the venture model if they hold. Has a shot to deliver the number one fund in VC history.

• 19:55John Coogan?

  Benchmark on an absolute tear. Quantient says, Cerebras is pretty funny because you can just imagine the origin story being some boomer, non-technical manager going, okay, but why can't you just put 50 gigs of L3 cash on this chip? And the engineer being put on the spot and going, uh, I guess you could. And someone else in the comments here chiming in, I, I, random history major, had a much less important version of this conversation with my college roommate, fancy engineer doing computer vision stuff one time and still feel really good about it. I think it helped just weld the thing that does that onto the other thing. Have you considered building the entire plane out of the black box? But it works and the plane goes Mach 10. That's exactly what happened.

• 20:39John Coogan?

  Well, let's move over to China. Donald Trump is meeting with Xi Jinping this week and you were, you were sharing some info on how many journalists are going over there?

• 20:51Jordi Hays?

  They're calling it a field trip.

• 20:52John Coogan?

  It's a field trip.

• 20:53Jordi Hays?

  They're calling it a field trip because Tim Cook is going, Larry Fink, Stephen Schwartzman.

• 20:58John Coogan?

  I thought it was journalists, but I guess it's tech people.

• 21:00Jordi Hays?

  Jane from Citi, Chuck Robbins is headed over there, her friend from Cisco, David Solomon.

• 21:06John Coogan?

  Interesting.

• 21:07Jordi Hays?

  And a whole bunch of others. I guess Elon is supposedly on the trip as well.

• 21:12John Coogan?

  Well, hopefully they can get a word in edgewise because the, the, the vast majority of the discussions will obviously center around the war in Iran. This is from the Wall Street Journal, as the heads of the world's two superpowers meet in Beijing this week, President Trump and Chinese leader Xi Jinping will have another nation looming over their summit, Iran. The long anticipated meeting has been delayed once due to the US and Israel's war against Iran, which has led to the closure of the Strait of Hormuz. Trump is eager to move on from the Middle East war that is sapping his domestic power and straining the global economy.

• 21:45Jordi Hays?

  As of this morning, the peace deal was, according to Trump, on major life support.

• 21:50John Coogan?

  On major life support, is that good? I guess it's better than it being dead, so hopefully we get a peace deal, because if you're on life support, sometimes you can have a miraculous comeback, I don't know. That's what I'm pulling for. He will land in Beijing, prepared to push China, which relies on Iran for low cost oil in their transactional relationship, to help broker an agreement that ends the conflict. Xi Jinping also wants the fighting to stop as Middle East turmoil restricts China's oil supply and shrinks countries' ability to buy Chinese goods. Finding a resolution could raise Xi Jinping's stature as a global statesman who swooped in at the precipice of a possible military escalation. Trump on Friday threatened to resume Project Freedom, the US-led operation, help ships

• 22:32John Coogan?

  navigate the straits safely, adding this time that the operation would include, quote, "other things." Very ominous. So I think there's a few different things. So Trump, the deal is on life support, but most recently, he rejected Iran's latest response to a US peace proposal. They're going back and forth. Oil prices have climbed amid fears of a prolonged disruption through a choke point that carries roughly one-fifth of global oil flows. And the summit is focused heavily on Iran, but also trade deals, specifically Chinese purchases of American agriculture, energy, aerospace products, and some other related investment mechanisms. But the tech industry is obviously hoping to like...

• 23:15John Coogan?

  Wind down the conflict peacefully and quickly and then move on to discussions of export restrictions, GPUs, the AI supply chain, rare earths, all the different things that go into what the tech industry needs to flourish. But I was thinking we wouldn't get that much movement or that many soundbites from this trip based on how large Iran is looming. But with all of those tech CEOs there, you would imagine that there's some conversation that happens.

• 23:41Jordi Hays?

  You think they might be clip farming?

• 23:42John Coogan?

  Potentially, potentially. Aura farming, potentially frame mugging each other. You never know. Tyler, what do you think?

• 23:47Speaker 04

  Yeah, I think it would be interesting if it's also, you know, at a higher level than just the supply chain. Because like last week, there was all the news about CAI SI, right, doing the new AI regulation, right? Like, what's going to happen? Like, are we going to do much of tests before the models come out? It seems like they're kind of moving away from that, like less kind of safety focused.

• 24:05John Coogan?

  China should be like, send us Mythos 2, give us unfettered access, ideally like enough to distill it really quickly. And then we will also say whether or not it can be released in China.

• 24:16Jordi Hays?

  Well, why not? Why stop there? Why not just send the weights?

• 24:18John Coogan?

  Yeah, just send the weights. That's actually way more.

• 24:21Jordi Hays?

  We'll inspect it.

• 24:21John Coogan?

  Yeah, way more efficient. We'll inspect it and we'll make sure that it's okay for the Chinese population.

• 24:25Speaker 04

  Yeah, but you know, like, we've talked about this a little bit.

• 24:28John Coogan?

  Actually, send all the GPUs I need to run it to. Sorry.

• 24:32Speaker 04

  We've talked about this a little bit, but like, there are people in China who are actually worried about like, you know, very like, safety pill.

• 24:37John Coogan?

  Yeah, yeah.

• 24:37Speaker 04

  But it seems like people going over there, like Tim Cook.

• 24:39John Coogan?

  Yeah, I mean, there's Chinese.

• 24:40Speaker 04

  Jensen, Elon. These people are not going to be arguing in favor of like, safety.

• 24:44Jordi Hays?

  Palmer brings up an important point. It's time for the United States Postal Service to ban junk mail.

• 24:51John Coogan?

  Ooh.

• 24:51Jordi Hays?

  Unsolicited spam calls are already prohibited by the FCC. Emails are heavily regulated by the CAN SPAM Act of 2003. Junk mail is the majority of mail. Hundred million trees per year. Enough. It really. Is way too much.

• 25:06John Coogan?

  This is very interesting. I haven't, I, I, I thought, I put all of the, the blame, or I guess the credit, I gave all the credit to Google with the fact that like, I don't get spam emails. I get emails if I buy something online and I forget to uncheck the box and that's kind of on me. Or if I'm subscribed to a newsletter and it gets boring and I'm like, ah, this is junk. I'll need to deal with that. But like, very rarely do I just get a true spam email. Just like truly slop junk, like just complete nonsense. It's pretty, pretty rare. Uh, and I think some of that's the filtering, but also the can spam apps seems to be somewhat effective. I wind up getting a lot more spam phone calls and a lot more spam text messages these days than spam emails.

• 25:50John Coogan?

  In terms of like cold outreach that's completely undirected. And so, yeah, maybe they need to expand the spam, the can spam act. Shouldn't it be the can't spam act? I don't know why they call it can, but, uh, it has been successful at least in email. But I agree with this. This is good. Uh, Palmer says, it's insane that America has given a monopoly on letter delivery to a quasi governmental agency that then uses it to flood our homes with useless garbage against our will. America would never allow FedEx, UPS, DHL, or anyone else to force this on us. Even ignoring the wasted taxpayer money, insane moral hazards and ecological impact. The lost time and productivity is inexcusable. I agree.

• 26:32John Coogan?

  But the average American spends only 30 seconds sorting their mostly spam mail each day, looking for the real stuff. That's over a billion dollars. Well, earth class mail, Palmer. I think you need a P O box that scans the emails or scans the physical mail and delivers it to an email inbox. Throw open claw in front of it and have it decide what's, what, what makes it through. New service for SF retailers and home buyers. I will show up to your open houses wearing OpenAI or Anthropic merch. I charge a 5% commission just to, just to fully pump up the price. Uh, it's called chandelier.

• 27:06Jordi Hays?

  Will that, will that actually help though? Because I think some people would be, would be afraid. Just be like, I'm not even going to bid.

• 27:12John Coogan?

  But I think some, some people at the open house tour might see, oh, there's an OpenAI or Anthropic person. I should make my offer particularly strong if I want this, even if there, even if there isn't that much, uh, that much demand. I love the founder of railway. That's great. What else is going on here? New, before ChatGPT was released, before Microsoft's $1 billion bet and long before plans for an IPO, there was the University of Michigan putting 20 million into AI.

• 27:41Jordi Hays?

  Pull up Tyler. Pull up Tyler.

• 27:43John Coogan?

  What, what happened here? Like, how did this actually happen? There we go.

• 27:50John Coogan?

  There you go. Nailed it.

• 27:51Jordi Hays?

  Tyler, your homework? Learn how to get that more dialed. Because I hit that pretty often for you. And every time, you know, every time you go the wrong direction. So there's something to work on. That's just some constructive feedback. I believe that you can be better at this, at this task.

• 28:06John Coogan?

  This, this feels like the University of Michigan was considering donating. And then at some point, it just became, they just became aware of like, oh, well, like you could also participate in the for-profit. And they're like, oh, that sounds better, maybe. Okay, let's, let's put this in. My mom is so bad with technology. She literally tried to search up info about energy drinks and accidentally set, set our house up as a business.

• 28:38John Coogan?

  What is in energy drinks? Can you imagine? Like, starting with a Google search and ending up like creating a business on Google Maps for your exact address under the name, what is in energy drinks? And, and people think AI will diffuse quickly. Debatable. Debatable. Leave us five stars on Apple Podcasts and Spotify. Sign up for our newsletter, tbn.com. Goodbye.