AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | 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 Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.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.

• 0:01John Coogan?

  Thank you to the AMD team for having us here at AMD.

• 0:04Jordi Hays?

  You're thrilled.

• 0:04John Coogan?

  Advancing AI. We're on the road in SF today. But let's take you through a little bit of the news of what AMD is announcing, what's happening today. Advancing AI is AMD's biggest AI event of the year, where it reveals new trips, software partnerships, and how it plans to compete with Nvidia, according to Jackson Fordyce in the TBN newsletter.

• 0:23Jordi Hays?

  Fun fact, we just found this out this morning. AMD is actually powering the new mod retro device.

• 0:28John Coogan?

  The mod retro M64.

• 0:29Jordi Hays?

  Very cool.

• 0:30John Coogan?

  It's very, yeah, very, very cool.

• 0:31Jordi Hays?

  Crossover, Palmer, Lisa.

• 0:33John Coogan?

  Yeah, so we're going to be spending all 30 minutes of our time with Lisa Su on gaming specifically.

• 0:38Jordi Hays?

  Exactly.

• 0:38John Coogan?

  How are they going to bring?

• 0:39Jordi Hays?

  And suits.

• 0:40John Coogan?

  And suits, yes.

• 0:41Jordi Hays?

  And suits.

• 0:42John Coogan?

  So the three key stories that people are focused on out of AMD advancing AI are AMD unveils Helios, the new rack-scale AI system powered by the MI450 accelerator. We'll talk to Lisa about that. Also, a new partnership with the Frontier Lab. AMD and Anthropic are partnering to deploy up to 2 gigawatts of AMD Instinct MI450s.

• 1:05Jordi Hays?

  Sizegong.

• 1:06John Coogan?

  Sizegong, $5 billion deal and a whole bunch of collaboration across compute and the software stack. The big question around the software ecosystem around AMD is always a hot topic. I'm sure there's a ton of developments there. Only makes sense.

• 1:21Jordi Hays?

  And on stage, just a little bit ago, they were talking about how Anthropic's own models are effectively speeding up their ability to ramp up new hardware.

• 1:28John Coogan?

  Yep.

• 1:28Jordi Hays?

  Which is something that has been talked about for years now. Some questions around

• 1:34John Coogan?

  Yeah.

• 1:35Jordi Hays?

  the coup de moite, right? If you assume that making great software will just get easier and easier, that's been a big question.

• 1:43John Coogan?

  Yeah.

• 1:44Jordi Hays?

  And they're starting to see real movement there.

• 1:46John Coogan?

  Yeah, but also a lot of that speed up requires actual deep partnership like this because there are some closed source packages that you might need to, you might need to work on. This is the old George Hatz interaction.

• 1:58Jordi Hays?

  Yep.

• 1:59John Coogan?

  Talking about little bugs that he was frustrated with, wound up working with AMD developer team, who we've talked to on the team on the show. Fantastic outcome there, but interesting to see that flywheel just get tighter and tighter and tighter. And I expect it will. Also, AMD is expanding its partnership with Cerebras, teaming up on AI inference. We love the team over at Cerebras. They introduced a powerful disaggregated inference solution, pairing the right engine to each phase of the inference pipeline. This is what Agentic AI has been waiting for, the fastest production inference at massive scale. "Google has the muscle to overpower spending worries," says the Wall Street Journal. "Google has put up some very impressive cloud growth numbers."

• 2:43John Coogan?

  There, of course, was some back and forth on the nature of that revenue with semi-analysis, sort of jokingly maybe, posting, "Google Cloud generates revenue primarily from the sale of TPU systems." The actual line that did change in the SEC filing that's drawing attention is that there's a line in there that says, "Google Cloud generates product revenues primarily from the sale of TPU systems," which is a little confusing because you think of a company's product as their business. But of course, they have services as well. And so the, it's not that Google Cloud is fully pivoting to TPU sales exclusively. It is that they are also...

• 3:22Jordi Hays?

  But it's becoming meaningful.

• 3:23John Coogan?

  Yes, yes, yes. They've sold them to a number of labs and they're seeing lots of process.

• 3:28Jordi Hays?

  Rewind a year, though, is still a question.

• 3:30John Coogan?

  Yes, yes. We can go through, there's a number of different posts here. We can take you through Eric Sufer talking back and forth about...

• 3:43Jordi Hays?

  Soufenator?

• 3:43John Coogan?

  The Soufenator's putting a little bit of truth zone on Google Ads growth, what's going on there. They saw a lot of growth in monetized LLM queries. It all started with Sundar Pichai's news. He said, "Q2 was an amazing quarter with our AI investments redefining what's possible across every part of our business. Alphabet revenue grew 24% year-over-year, and Google Cloud accelerated to 82% growth," which is insane. That is the foghorn, for sure. We saw exciting momentum across the board from search to YouTube to the Gemini app. Our model APIs are processing 22 billion tokens a minute. And at this point, I'm, like, the numbers have gotten so big on tokens per minute, tokens per

• 4:24John Coogan?

  month, that it's very hard to keep, keep in sync with what's actually impressive until you actually see a full chart. But that's driven by their workhorse flash model, which makes sense. They've been focused on very efficient token generation because they vend them into so many Google systems for effectively free because they're still, you know, monetizing via advertising. So Max Anderson said, "As someone who has personally spent $500,000 a month plus on Google Ads for years, I can tell you with certainty, this revenue growth in search is artificial and extremely unhealthy for Google's business long-term. Little bit of fear, uncertainty, doubt. Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries.

• 5:06John Coogan?

  Google's response: manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics, i.e. charge advertisers more for lower-quality clicks, including clicks they do not want and explicitly do not approve Google to charge them for." He gives a few examples. He's going back and forth, saying that this is, you know, short-term optimization. But the Soufenator comes in. He says, "Unfortunately, every claim made in this viral thread is either false or mixed, characterizes Google's policy. One, search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries. Google stated in its Q2 earnings that search usage hit an all-time high during the World Cup this year. It also stated in Q1 earnings that search queries

• 5:48John Coogan?

  reached an all-time high that quarter. Ads and AI overuse monetize in parity with those in the legacy search, and Google's search revenue increased by 19% in Q1 and 17% in Q2. So a little deceleration, but still growing." He also debunks the idea that Google silently deprecated the second-price auction. Google still uses generalized second-price auction for search. He also debunks the idea that Google previously had precise keyword targeting settings that allowed advertisers to pick individual search phrases to bid on. There's a different thing. But Soufenator goes back and forth and adds some more context to the Google earnings that people are digging into, and we can dig into more later this week.

• 6:30John Coogan?

  Over in the Wall Street Journal, there's a couple articles. Alphabet rides cloud business. Revenue jumps 24%, but data center outlays push cash flow into the red. I think it was the first quarter for negative cash flow, but this has been telegraphed for a long time. They're investing in the AI boom. Not a surprise. And there's been talks from all the hyperscalers around debt issuances, equity issuances, all different things to fund the AI build-out. So Google parent company Alphabet posted 24% revenue growth year-over-year in the second quarter, fueled by its booming cloud business, but concern over the company's heavy spending on AI infrastructure damped investors' enthusiasm. Alphabet sales came in at $119.8 billion, exceeding analysts' expectations. Its cloud

• 7:13John Coogan?

  business brought in $24.8 billion, and its search business generated $63 billion. Net income was $112 billion for the April-June period, also ahead of analyst expectations. So they beat, primarily driven by its gains in other companies' stocks that Alphabet owns. They own, I think, almost $100 billion of SpaceX. I'm not sure about the current valuation. But in other AI news in the Wall Street Journal, two big AI infrastructure stories. You have Lisa Su herself right here. AMD Anthropic signed AI gear deal. We talked to Ashne a little bit about that. And OpenAI boosts cloud spend to $750 billion.

• 7:57John Coogan?

  New projects and Georgia data center will be part of efforts to increase capacity. OpenAI is scaling up its data center ambitions and its budget for spending on them. The artificial intelligence company has raised its projected spending on computing power to around $750 billion through 2030, up from a projection of roughly $600 billion. It's a huge number, obviously. A lot of discussion about that, but given the most recent leg up based on coding agents, a lot of people are looking at that positively as a sign of continued faith in the progress and the scaling law, of course, because we are in the scaling era.

• 8:37Jordi Hays?

  Serious momentum.

• 8:38John Coogan?

  Yeah, the scaling, the increase reflects new agreements with cloud computing providers. As OpenAI races to lock up the enormous amounts of computing capacity it needs to develop and run its AI models, OpenAI's spending on cloud computing has become a central focus of Chief Executive Sam Altman's leadership team and has been a source of tension between him.

• 8:58John Coogan?

  The company said Wednesday would invest $20 billion in, to kick off a data center called Project Camilla in Effingham County, Georgia. So that's new news. Also, Nvidia has a supplier that's opening 700 million...

• 9:10Jordi Hays?

  Have you ever been to Georgia?

• 9:11John Coogan?

  Yes, I've been to Atlanta. It's a great town. Have you? You've never been?

• 9:14Jordi Hays?

  Maybe on a layover.

• 9:15John Coogan?

  It's like LA.

• 9:16Jordi Hays?

  I don't think I've been outside of the airport.

• 9:17John Coogan?

  It's like Los Angeles. You're in the car for half an hour driving in traffic to get everywhere.

• 9:21Jordi Hays?

  Everywhere.

• 9:21John Coogan?

  But it's a, it's a really nice city.

• 9:23Jordi Hays?

  Liang Wenfeng over at DeepSeek had an investor call. I, I don't have context on how this actually came up because they're, they're a hedge fund and they have DeepSeek, still a private.

• 9:37John Coogan?

  They're raising outside capital now.

• 9:38Jordi Hays?

  They're raising outside capital.

• 9:39John Coogan?

  Yeah.

• 9:39Jordi Hays?

  So this was probably a part of that roadshow.

• 9:42John Coogan?

  Yeah.

• 9:42Jordi Hays?

  I think at a certain point, he needs to raise enough money that you gotta just get on Zoom and sell the dream.

• 9:47John Coogan?

  But he was grinding for four hours, just monologuing for four. I don't know who's monologuing for all four, but it is, it is sort of a long call.

• 9:55Jordi Hays?

  That's bullish though.

• 9:56John Coogan?

  It is.

• 9:56Jordi Hays?

  Because if you can go and basically do a Joe Rogan podcast episode, just monologuing.

• 10:02Jordi Hays?

  No, it's just like, can somebody actually carry a conversation for that long? Because after, you know, this has always been your take on Joe Rogan. It's like, it gets interesting on Joe Rogan because by the, after an hour, people go off script.

• 10:15John Coogan?

  Yeah.

• 10:16Jordi Hays?

  And so if a CEO can carry a conversation for four hours straight.

• 10:19John Coogan?

  Yeah.

• 10:19Jordi Hays?

  And still be compelling.

• 10:21John Coogan?

  Yeah.

• 10:21Jordi Hays?

  It's, it's bullish. But there's some details that Zephyr shared. He's over at Citrini. Their inference margins are around 85% strong. They only had around 20,000 hopper equivalents until May. Still sort of, I can see how they would say that. That doesn't mean that they don't have access to a lot more power globally.

• 10:44John Coogan?

  Yeah.

• 10:44Jordi Hays?

  Some of which may or may not be above board, but who knows? They have $1 billion in API revenue is enough to turn the company cash flow positive.

• 10:53John Coogan?

  Yeah.

• 10:53Jordi Hays?

  And they have a GPU payback period of 10 months and their hardware is depreciated over three to five years. So looking, looking quite good over the pond.

• 11:04John Coogan?

  He also shared a lot of philosophy that felt sort of derivative of Western AI lab leaders thought. I mean, he was focused on, you know, some of the same language around, we don't want to monet, we don't want to optimize for pure profit. We're on the path to AGI first. It's something that you've heard from a lot of lab leaders. He did say that he's very focused and he wouldn't be doing world models or image generation or video generation or even a chat app. He said he doesn't want to be the next Alibaba, is purely focused on the path to AGI, sort of taking this focused approach. And so we'll see. They've, they've sort of been out of the game with Moonshot, sort of coming from behind with K3 and a lot of hype there.

• 11:48John Coogan?

  And then GLM, of course, as well. So it'll be, it'll be interesting to see what he has up his sleeve, get on the back of this investor call that everyone's paying attention to.

• 11:58Jordi Hays?

  Gong moment. Cognition is acquiring Interaction, the makers of Poké.

• 12:04John Coogan?

  Huge.

• 12:04Jordi Hays?

  I think Poké has been an acquisition target or been talked about as an acquisition target for a long time now. They've just made, been able to deliver delightful, novel.

• 12:16John Coogan?

  Yeah.

• 12:16Jordi Hays?

  Products. I wouldn't have expected them to go to cognition. I think a lot of people were thinking that they'd get picked up by a big consumer company, maybe a, you know, an Apple.

• 12:27John Coogan?

  Weren't people saying Apple?

• 12:28Jordi Hays?

  An Apple would have been amazing. Having the Poké team working on Siri would be, would be quite cool. Could have seen them going to OpenAI or really any, you know, even, even an, an Amazon, right?

• 12:37John Coogan?

  Yeah.

• 12:38Jordi Hays?

  So a little bit unexpected here, but not surprised that Scott saw potential in the team. And I'm very interested to see how these businesses end up actually merging. Will they keep Poké around? Will it be, will it be just sort of folded into cognition? But either way, very excited to see what they build.

• 13:00John Coogan?

  There's an older article in the Wall Street Journal that we never got a chance to read through, but it's fun because it tells the story of a young person who basically started, literally listened to a podcast and started a search fund and made, I guess, millions of dollars.

• 13:14Jordi Hays?

  Did the meme?

• 13:16John Coogan?

  Yeah, did the meme. This shortcut to private equity riches is minting young millionaires. And I saw Sal Khan from Khan Academy talking about something sort of adjacent to this. Because Khan Academy, of course, sort of open source education, you can basically learn everything that you learn in college from Khan Academy, just watching videos and doing their, their online open coursework. I believe it's a nonprofit.

• 13:42Jordi Hays?

  Still crazy that, that Khan Academy exists and, and plenty of people still turn it down.

• 13:48John Coogan?

  Yes. Oh, they do, they do. Yeah. This person didn't though, basically. Go-getters are backing to buy, are backing to buy up HVAC outfits and specialized manufacturers. If they make it back alive, there's a lot of money to be made. What a quote from the Wall Street Journal. So in 2015, Bakari Akhil was a homeless college dropout with a single focus, figuring out how to get rich. Sleeping in WeWorks.

• 14:20Jordi Hays?

  WeWorks.

• 14:21John Coogan?

  On the subway in an airport waiting areas, Akhil watched videos, listened to podcasts, let's give it up for some podcasts, and pored over personal finance books. He needed to own a business, he decided, but how to do it with, how do you do it with no money? Then Akhil read a Harvard Business School case study that described how MBA graduates were running around the country, trying to buy companies with money from something called a search fund. He felt like he had discovered a secret. In the decades since, Akhil, now 37, has bought two multimillion dollar companies. He has spent each month of the past three years living in a different country. So he's doing the, the nomad lifestyle.

• 14:58Jordi Hays?

  He's running HVAC companies?

• 14:59John Coogan?

  I guess. We'll get into it. He's now worth seven figures. Akhil is part of a growing wave of people looking for a shortcut to private equity riches armed with grit and determination. They are ditching the well-worn path from spreadsheet wielding associate to managing director and finding ways to buy HVAC and plumbing outfits, specialized manufacturers and other small and mid-sized businesses. Financing from, for deals, financing such deals is far cry from traditional private equity where firms use funds they raise from institutional investors and the ultra wealthy plus debt. Instead, these would be business owners scrape together financing on a deal by deal basis. They use loans from the U S Small Business Administration, seek funds raised from specialized investors or cobble together money from friends, family offices,

• 15:43John Coogan?

  private equity funds and SBA licensed small business investment companies. And that's just the start. Convincing the owner to sell and executing an improvement plan is a daunting task, even for the most experienced dealmakers. While these buyers typically pay.

• 15:55Jordi Hays?

  Overseas constantly?

• 15:58John Coogan?

  Yeah. I mean, I imagine that he's overseas now, but during the heyday, he was like actually going and, you know, knocking on doors. But the reason I brought up Sal Khan was that he was advocating for, instead of college, buy your child a business. Or, or take a group of, of peers, your child's age, and they can buy a business together. Because if you look at the cost of college.

• 16:28Jordi Hays?

  Yeah.

• 16:28John Coogan?

  You know, $200,000, $250,000 sometimes. If you get four students and they're effectively the executive team, and you say, look, we're, we have a million dollars in cash.

• 16:39Jordi Hays?

  Buying you an ice cream store.

• 16:39John Coogan?

  We're going to lever something up. So we're going to buy a five.

• 16:42Jordi Hays?

  200K of, of, of net income.

• 16:43John Coogan?

  Yeah.

• 16:44Jordi Hays?

  And we're going to lever it up.

• 16:45John Coogan?

  Yeah. And the cash flow is going to pay your salary. So you're going to have a job.

• 16:48Jordi Hays?

  Yeah.

• 16:49John Coogan?

  From 18 to 22 when you graduate. And your job is just to learn everything on the fly. And best case, you wind up with a fantastic business that makes a bunch of money. But worst case, you're no worse off than the money that you would have spent on college. And so you get to learn all these skills on the, on the fly. I don't know. I don't know if it'll take off. It feels like Alpha School adjacent.

• 17:12Jordi Hays?

  But when the time comes.

• 17:13John Coogan?

  Yeah.

• 17:14Jordi Hays?

  Maybe we can get all the kids and say, you guys.

• 17:17John Coogan?

  It's hard to predict what the world would be like in 15 years or 20 years if you're just having kids now. But it doesn't seem that crazy to imagine. But I think, I, I think the aura of, of, of certain schools will endure and that will be the right path for some people.

• 17:33Jordi Hays?

  For sure.

• 17:34John Coogan?

  Anyway, I view these guys as home, the homesteaders of the Wild West, said Albrecht, who previously represented a big private equity firm and a law firm, Gibson Dunn. They're heading out without a dollar to their name. And if they make it back alive, there's a lot of money to be made. Many caught the bug at a top business school where entrepreneurship through acquisition courses are now a standard part of the curriculum. They are drawn by the promise of a more flexible schedule, a conviction in their own operational know-how and desire to avoid grunt work that ends up lining the pockets of others. Also fueling their rise, a perception that it isn't as easy as it once was to make big money on Wall Street. Makes sense. A lot of the big private equity firms were founded decades ago, have founders that have, and partnerships that have accrued a lot of the value.

• 18:18John Coogan?

  And, and it's much harder to just scale up something new. The private equity industry is struggling to profitably unload companies, causing mid-level employees dubious of their chances of receiving pay tied to deal performance to jump ship. Some 77 search funds, money from specialized investors to back individuals looking to buy businesses, were raised in 2025. 77 search funds, new search funds listed by the, according to an annual study conducted by researchers at Stanford in 2025. That feels low based on how big the meme was all throughout 2025. Maybe.

• 18:50Jordi Hays?

  There's no, there's no way that that's accurate.

• 18:53John Coogan?

  Yeah. Maybe there's some that are, that aren't being caught in like the, in the, in the definition. Or they, they, they have defined their company as a, as a true private equity firm instead of a search fund. So they said, no, we're not a search fund, even though they might actually be acting as one.

• 19:08Jordi Hays?

  You know who's optimistic about AI, John?

• 19:11John Coogan?

  Who?

• 19:12Jordi Hays?

  Friend of the show, Mark Zuckerberg.

• 19:14John Coogan?

  Oh, yeah?

• 19:15Jordi Hays?

  Uh, Mark has launched a new campaign that is focused on AI optimism.

• 19:22Jordi Hays?

  In Axios Metasio, Mark Zuckerberg on Thursday laid out an optimistic view of the agentic future, arguing the company's focus on connecting the world will only be strengthened by new AI tools and technologies. Axios says why it matters. His position is framed as a stark contrast to some of Meta AI's competitors, who, according to a video ad posted with Zuckerberg's comments, promote fear and a dystopian vision of the future.

• 19:48John Coogan?

  I thought it was a cool video. I liked it. It's interesting to imagine watching it not as a fan of social media, though, because it's leaning a lot on like, we've connected people, we bring people together. And I certainly see it that way. When I log on to Meta Platforms, I'm sending you funny reels, we're having a blast. But a lot of people see it as brain rot, right? And they don't, and they're like, oh, if you're gonna do what you just did to the next thing, I'm not certainly, I'm not fully on board. So I don't know how it'll be received.

• 20:17Jordi Hays?

  Yeah, I don't, yeah, I don't know.

• 20:18John Coogan?

  Production value was fantastic.

• 20:19Jordi Hays?

  I don't know how it's gonna land.

• 20:20John Coogan?

  It's definitely the correct angle. The opposite is worse. Like, clearly, like, you want to be optimistic. And there's a lot of dignity to show to back it up.

• 20:27Jordi Hays?

  I'm really glad that he's not, like, memetically going down the fear-based path.

• 20:30John Coogan?

  Oh, God, yes. That would be very, very rough.

• 20:33Jordi Hays?

  Working for some players.

• 20:37Jordi Hays?

  Anyway, so we'll see how it lands. What else is going on? Paramount is moving into micro dramas. This is the moment you've been waiting for. You love dramatic movies.

• 20:49John Coogan?

  I don't know.

• 20:50Jordi Hays?

  Can I interest you in some micro dramas? Have you tried any of the?

• 20:53John Coogan?

  I watched an AI version.

• 20:55Jordi Hays?

  The true shorts.

• 20:55John Coogan?

  Yeah, yeah, yeah, yeah. I watched a true crime one, and I, I felt like I was actually fine with the AI video and voiceover element of it. What I felt was missing was when you're, when you're tracking a true crime story and you turn on a podcast about that true crime, you know, whatever it was, I like being led through a meandering idea maze of what is interesting to that host. So maybe they find the, the town and the details about the town where something happened particularly interesting. And so they're just putting in random facts that flesh out the story in a particular way.

• 21:39John Coogan?

  I felt like the one that I watched at least was very much like the Wikipedia level summary, or like the headlines just condensed. And it was too generic, and it wasn't giving me enough novelty and like new facts. So I, even though like the video wasn't quite there, it was obviously AI, it wasn't, it wasn't super visually striking. The audio was sort of, you know, jilted. That all would have been fine if it had been someone who actually went and found some really deep, interesting, novel way to tell the story or novel details that otherwise you wouldn't have heard of from the headlines. So, I don't know, still early, but I don't think they're gonna get me. There's something about going to the theater. It's an experience. It's like, it's the anti-brain rot.

• 22:20Jordi Hays?

  What if, what if a theater were to turn the screen sideways?

• 22:23John Coogan?

  They've done that. They've done that. There's, there's, somebody in Brooklyn, I think, put together like a whole, like, we're gonna watch Instagram reels together, or like TikToks, like short-form film festival or something. Yeah. Speaking of conjecture, there's a lot of conjecture about what OpenAI is releasing today. Tebow said unbelievably excited for what's coming together. Tomorrow is feeling codex-y. People are speculating that it might be a cerebrus, a faster version of Soul.

• 22:49Jordi Hays?

  It's out.

• 22:49John Coogan?

  Turbo mode. It is. Okay.

• 22:51Jordi Hays?

  ChatGPT voice is now in the desktop app. Control your computer and direct multiple agents running in ChatGPT work or codex using just your voice. It's powered by GPT Live, so it can speak, listen, and coordinate work in the app at the same time.

• 23:04John Coogan?

  And then also, Health is rolling out to US users everywhere. Health and ChatGPT, you can securely connect Apple Health and supported medical records to understand your information context.

• 23:14Jordi Hays?

  What about AID sleep?

• 23:15John Coogan?

  Ooh, gotta get it on there, for sure. There's also a, a new law introduced, a bipartisan AI kill switch bill, following the OpenAI cyber incident. The bill enters Congress as lawmakers remain divided on how aggressively the federal government should regulate artificial intelligence. I'm sure this will be a, a longer conversation on a future show. And that's our show, folks. Thank you so much for tuning in to TBPN Live from AMD. We are traveling tomorrow. We'll be back on Monday, 11 a.m. Pacific. Thank you to the team here who flew up, and thank you to everyone at AMD for making this possible. We really appreciate you.

• 23:57Jordi Hays?

  We're dialing in these IRL shows.

• 23:58John Coogan?

  Yeah, we're getting there. One step at a time.

• 24:01Jordi Hays?

  The team makes it look easy.

• 24:03John Coogan?

  Leave us five stars on Apple Podcasts and Spotify. Sign up for our newsletter at tbpn.com, and we will see you on Monday, 11 a.m. sharp for another one. Goodbye.