Anduril’s American-Made Laptops, OpenAI Disproves ETH, New MacBook Pro | 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

• 0:01Speaker 00

  We had a math breakthrough. We had a math breakthrough. We have been trying to calculate, it's really, really hard, the number of days till Christmas. So you take the, the, the date of Christmas, December 25th, 2026, and then you subtract the number of days, October 27th, 2026. And it's difficult because the different months have different numbers of days in them. Some of them 30, some of them 31. So it's a complex math equation, but we had a breakthrough and we have a countdown to show you the results of this mathematical finding. They're saying Fields Medal for this. They're saying huge development, 58 days until Christmas.

• 0:35Speaker 01

  Bangs.

• 0:36Speaker 00

  And Nikesh Shvar is 58 years old.

• 0:39Speaker 01

  Fun fact.

• 0:40Speaker 00

  Doesn't look a day over 40 personally, but I don't know. So yeah, I mean, obviously you can watch the show yesterday for the anthropics stuff. That's what's on the cover of the, the Wall Street Journal and Financial Times. But there's a couple of other stories that are interesting. So we're, we're, we're gonna, you know, continue covering what's going on the market. But this new project from Palmer Lucky over at Anduril is very, very interesting and very fun. It's a new laptop. So Anduril and Qualcomm just announced a new American-made laptop called Blue Chip. The first laptop they're saying is going to be available in 2027. That's right around the corner. They're going to build it for the government. And so you're not going to be able to get one of these personally, unfortunately. But hopefully there's a, there's a consumer product in the works eventually because increasingly

• 1:25Speaker 00

  it's with AI and stuff, it's pretty doable to use Windows to go back and forth between Windows, Mac, even throw on some Linux. All these different OSs are very fungible, mutable. You can sort of change and do whatever you need to. If you need a particular piece of software, like I always had this where on PC, Windows has amazing window management, kind of in the name. But if you have two screens, you can just hit the Windows key and then left and it'll put it perfectly on 50% of the screen to the left, 50% of the screen to the right. And for like years and years and years, Apple didn't have that. Mac has since gotten the feature, but whatever feature is, you know, hot in Windows or hot in Mac, you're just going to be able to vibe code what exactly what you want and be able to do it usually, unless it's like some crazy server side stuff. But in general, I'm very

• 2:10Speaker 00

  bullish on new hardware, new, new mutable hardware. And I love the fact that this one is going to be made in America. What's interesting is, you know, Palmer is obviously been on the reindustrialization train for years. Anduril is a big piece of that. Mod Retro is also pushing for that. It's part of the thesis, reindustrialization. He's spoken at the reindustrialized conference about this. Clearly cares about bringing manufacturing capacity back to America. And it certainly seems like it's a good time in the age of AI to have a lot of, you know, indigenous supply chains around manufacturing of both consumer and enterprise equipment. But he's quoted as saying, it'll be the first time in over 20 years that, that a laptop was made in America. And I want to fact check

• 2:55Speaker 00

  that. And I think it's actually worse than what he said. I think he was underselling it. I think it is like way over 20 years. I think the last one that American-made laptop went into production like 93. But Jackson over there on our team, who's dressed down today, there's no Dale Earnhardt going on, little quiet luxury going on in the old true.

• 3:15Speaker 01

  Brutal.

• 3:16Speaker 00

  So this is the Blue Chip. This is from, for this is from Anduril and Qualcomm. It's built for government, defense, first responders and public safety workers. So maybe the way to get your hands on this, volunteer firefighter, you know, volunteer police officer, you do some ride alongs, they give you the Blue Chip, maybe. I don't know. This is going to be a hot commodity. So any way you can get your hand on it is, is probably valuable.

• 3:40Speaker 01

  Quick breaking news. It is Nolly's in the YouTube chats, birthday.

• 3:45Speaker 00

  Oh, happy birthday.

• 3:46Speaker 01

  Happy birthday. It's great to have you here today. I hope you're having a wonderful, I hope it's the best birthday of your life.

• 3:53Speaker 00

  Is, is that, is his, is the birthday too close to Christmas? Is there, is this a birthday that you're like, oh, people are going to start gifting you like combined gifts? Cause they're like, oh, your birthday is so close to Christmas, only 50 days apart.

• 4:04Speaker 01

  Saying that to me?

• 4:05Speaker 00

  No, to him. 50, he's 50 day, 58 days away.

• 4:08Speaker 01

  But I'm, I'm, I'm ours.

• 4:12Speaker 00

  I never realized that about you. That's like, I mean, I obviously knew, but the, the implications and the ramifications, you know, it changed you as a person.

• 4:21Speaker 01

  Yeah. This may as well be road to my birthday.

• 4:24Speaker 00

  Yes. Yeah. But it's sort of foundational lore. Like, like you were born, you know, so close to Christmas.

• 4:30Speaker 01

  No, I was born.

• 4:31Speaker 00

  Christmas spirit is embedded in you.

• 4:33Speaker 01

  The farthest I could possibly be away from Christmas.

• 4:37Speaker 00

  Oh, yeah. So you had to grind.

• 4:39Speaker 01

  For me, my whole life.

• 4:40Speaker 00

  364 days a year.

• 4:41Speaker 01

  All I knew.

• 4:42Speaker 00

  Yeah.

• 4:42Speaker 01

  All I knew was that, that initial road.

• 4:45Speaker 00

  It's kind of a nightmare. Yeah. Okay. So.

• 4:46Speaker 01

  Yeah. But it formed me into the man I am today.

• 4:49Speaker 00

  The first, when you were in the delivery room, being born into this world, you had the hardest road to Christmas possible.

• 4:56Speaker 01

  Yeah.

• 4:56Speaker 00

  364 days till Christmas. That's brutal. I'm glad you overcame that, but it's, it's impressive what you've done.

• 5:02Speaker 01

  Anyways.

• 5:02Speaker 00

  Anyway, let's pull up the Blue Chip launch video because I want to see what Palmer Lucky has to say about this new American-made laptop.

• 5:11Speaker 02

  America built the first electronic computer to win a war. During World War II, the US Army Ordnance Corps needed a faster way to accurately calculate artillery firing trajectories. So American engineers built the world's first modern computer and that breakthrough kicked off an entire industry that changed the world. Then we gave it away. We outsourced the manufacturing of the technology that we invented. Now we depend on other countries, including our greatest strategic adversaries, to make all of the hardware that runs our businesses, powers our economy and protects our national security. That's insane. Any country that can't build its own computers can't secure them. If you don't control your technology, you can't control your future. 80 years ago, America pioneered

• 5:55Speaker 02

  modern computing to defend our nation. Now we're bringing it home. This is Blue Chip. American designed, American built. Other companies might design their computers in the US. Anduril makes them here. We're making parts out of metals that the US knows how to extract, knows how to refine, knows how to process and knows how to mill at scale at a reasonable price. And that goes for the entire laptop. The same thing goes for the battery technology. We need to design things that survive very, very rough environments. And so what we've designed is a chassis that makes it very, very easy to replace the bottom shell and even the top shell, which you can easily integrate things like solar panels, other soft goods, other service insignias, even things.

• 6:39Speaker 01

  Imagine LARPing with this.

• 6:42Speaker 00

  Yeah. When I'm a volunteer firefighter, I'm going to be pulling this out all the

• 6:45Speaker 02

  Blue Chip is America's comeback. Anduril is making sure that the machines we depend on every day are machines we can actually manufacture ourselves.

• 6:51Speaker 00

  Don't mind if I do. This Pat frustrates Jordy incessantly.

• 6:56Speaker 02

  This is America's birthright.

• 6:57Speaker 00

  Cause he doesn't have one and he wants one.

• 6:59Speaker 02

  I'm bringing something back to the valley.

• 7:02Speaker 00

  Okay. So a couple of problems with this launch video. There was, there were no, there's no video of caveman making fire. There, there was no video of the Model T.

• 7:10Speaker 01

  No Wright Brothers.

• 7:11Speaker 00

  No Wright Brothers, no Wright Brothers, and then no moon landing. How did they?

• 7:15Speaker 01

  How am I supposed to know what to feel?

• 7:17Speaker 00

  Yeah. And then no nuclear bomb detonating, just actual relevant footage to the product that they're launching.

• 7:24Speaker 01

  Yeah.

• 7:24Speaker 00

  And a direct history and clear message from the founder and the creator of the

• 7:29Speaker 01

  Make it make sense.

• 7:30Speaker 00

  Yeah. It's sort of odd. And.

• 7:32Speaker 01

  Really bucking the trend. I don't even know what to think about it.

• 7:35Speaker 00

  It's contrarian. It might work, but it seems so risky to not include at least, at least about old scientists.

• 7:42Speaker 01

  30 to 60 seconds. Yeah.

• 7:44Speaker 00

  Yeah. Cut really fast, you know?

• 7:46Speaker 01

  Yeah. Three seconds, three seconds, three seconds.

• 7:49Speaker 00

  Yeah.

• 8:09Speaker 00

  At this point, like the, the, the rules have been established. You have to copy the Founders Fund Vibral if you're launching anything. Doesn't matter what you're launching.

• 8:17Speaker 01

  What was it? 2019?

• 8:18Speaker 00

  It was 2019 or.

• 8:20Speaker 01

  2020?

• 8:20Speaker 00

  Yeah. Annual meeting 2020, something like that.

• 8:23Speaker 01

  Yeah.

• 8:25Speaker 00

  Mike over there, fantastic, kind of invented the genre of Vibral and of course, mixed a lot of things together in an interesting way that was not just pure tech. There's a whole bunch of other culture stuff in there. But this is, jokes aside, this is a great launch video because it's only giving you the B-roll for the, for what's relevant. So like, he's talking about the history of the American-made computer and they show you what the military was up to at that time. And then he talks about the computer that they made and they show you the computer. It's like, this is the way you do a launch video. Very, very exciting.

• 9:01Speaker 01

  Yeah. The Vibral launch video is so dead. You can only bring it back in the year 2050. By 2050.

• 9:10Speaker 00

  Yeah.

• 9:11Speaker 01

  I think it will be kind of a cool nod.

• 9:14Speaker 00

  Yeah.

• 9:15Speaker 01

  To the 2020s to use it. It'll be kind of like an if you know, you know thing. And it'll be fresh again.

• 9:20Speaker 00

  A callback. Yeah.

• 9:21Speaker 01

  But for now, simply do not do it.

• 9:23Speaker 00

  Yeah.

• 9:23Speaker 01

  For the next.

• 9:24Speaker 00

  I know why you're so annoyed by the.

• 9:26Speaker 01

  20 odd years.

• 9:28Speaker 00

  All the knockoff Vibrales. It's because it's beating a dead horse and we love horses around here. And so it's extremely rude to beat dead horses generally. And this is a dead horse that we definitely don't want to be beating. So in that video, Palmer explains how American engineers built the world's first modern computer and that breakthrough kicked off the computing industry. According to Palmer, any country that can't build its own computers can't secure them. That's a really good point, especially in the era of potential hardware flaws that could create cybersecurity risk. We got to secure this. I've heard, I don't know if it's actually like a confirmed story, but that at one point or maybe currently like the NSA has their own fab to make chips because they don't

• 10:09Speaker 00

  want to make computers that run their code that are insecure because what if a foreign country inserts a backdoor into the chips that they're racking to run their code? So they want to own the vertical stack, but it's very small scale. And it's also not the, not the cutting edge fab process that is available internationally. But it's like good enough for what they were doing at the time. But I think that might just be a rumor. But if you don't control your technology, you can't control your future, Palmer says. 80 years ago, America pioneered modern computing to defend our nation. Now we're bringing it home. What do you think of the design?

• 10:46Speaker 01

  I like it.

• 10:47Speaker 00

  Anything else to say about it?

• 10:49Speaker 01

  I think it's good. I think the strap is good.

• 10:53Speaker 00

  Okay, Tyler Cosgrove for you, commenting hot. No, I like, I like the fact that it has this like rough texture on the top, but then it has this little cutout for like a little bit more geometric detail and they cut the corner off. I don't know if you can see it, but if you zoom in, there's

• 11:07Speaker 01

  I think it's good. And I also think they designed it well.

• 11:10Speaker 00

  Okay, got it. Thank you. That's fantastic. So let's go through quick history lesson.

• 11:14Speaker 01

  No, it would be like, the funny thing is from a retail standpoint, it would be really cool to have just an extremely rugged computer. Like part of what I love about, part of what I love about an iPhone is you could really, like you could really hammer on it.

• 11:27Speaker 00

  Okay.

• 11:28Speaker 01

  And it's good, right? I mean, it certainly shows it's it definitely is, you know, not doing anything that doesn't happen day to day, falling on the ground and things like that.

• 11:41Speaker 00

  Sure.

• 11:42Speaker 01

  But having like a really rugged, robust personal computer would be cool, like throwing it across the room, throwing it on the couch, throwing it at you. Like if I have a funny video on my computer, if I could just

• 11:53Speaker 00

  Okay, yeah. So let's go through the history of American made computers. Give a list, give us a little bit more detail on the history here, how America built them and then lost the capability to build them domestically. So the Osborne One, founded in California, built in 1981, first commercially successful portable computer. It had a five inch screen, smaller than an iPhone, two floppy drives, 64 KB of memory, kilobytes, not even a meg of memory. Now we're in gigs of memory. And it was priced at $1,795. That's pretty expensive. The company filed for bankruptcy in 93, just two years after launching it. But you can see there, you pull that out, people know

• 12:37Speaker 00

  you're doing business, don't you think? I think that makes a statement. What do you think?

• 12:41Speaker 01

  Oh, I love it.

• 12:42Speaker 00

  You want a frisbee computer? What are you laughing at?

• 12:44Speaker 01

  No, I love this. I mean, imagine pulling this out on a commercial aircraft, you know, in the eighties and just click clacking away. That'd be electric.

• 12:52Speaker 00

  So Grid Systems, which was founded in 1979, launched the Grid Compass in 1982. This is the first true laptop looking device. That other one is kind of a box. This looks a little bit more like a laptop, built with a folding screen. It was priced around $8,000 and it was used by NASA aboard the space shuttle. That's a fun fact. Then in the early eighties and nineties, we saw the first mass market laptops in the hands of consumers. Houston based Compaq launched the LTE in, I think I'm jacking the thing, the Texas Victory.

• 13:24Speaker 01

  From the H, straight out of the eighties.

• 13:26Speaker 00

  In 1989, it delivered nearly desktop equivalent IBM PC, IBM compatible PC in a six pound notebook sized package with battery power and floppy disks. Then in 1991, Apple launched the PowerBook. And look at Apple's design language back then. This was 1991.

• 13:45Speaker 01

  Wow.

• 13:45Speaker 00

  91.

• 13:46Speaker 01

  Insane stagnation.

• 13:48Speaker 00

  You think this is better than what they got going on now?

• 13:51Speaker 01

  No, no, I was just like, the, like, we were just like, you know, the, the

• 13:55Speaker 00

  Oh, getting so much better.

• 13:56Speaker 01

  20th century was just like

• 13:57Speaker 00

  Oh, you're watching everything getting so much better. And then for the last like 10 years, it's been like another MacBook Pro.

• 14:01Speaker 01

  Looking at my computer and I'm looking at that and it's like, it's a gray notebook.

• 14:05Speaker 00

  It's the same thing. And here's the stagnation mobile itself, the stagnation book, as you call it. Apple has officially unveiled the 14 inch MacBook Pro with the powerful M6 chip. Preorders start October 28th, tomorrow. It has 12 core CPU, 30% faster graphics, it's thinner, lighter, faster, stronger, all the same thing. 24 hours of battery life.

• 14:30Speaker 01

  Changes everything.

• 14:31Speaker 00

  Looks like a MacBook Pro, because we were sort of at the end of history there. Same thing with the iPhone, like the new iPhone looks like the iPhone from five years ago. It's a little thinner, lighter, faster, stronger, all that. But basically the same device. There are, the rumor from the Germinator is that they're doing a touchscreen one, which feels a little incremental to me. I don't know. I, the touchscreen has been around, touchscreen laptop has been around for a while. It's mostly just been like a jump scare for BDRs who are rocking a Windows PC with a touchscreen and they can just go like, and you're like, what are you doing? You know? Have you ever seen anyone do that? Yeah.

• 15:09Speaker 01

  Yeah. What, what's, you know, people, some people think all laptops are touchscreens.

• 15:17Speaker 00

  That's true.

• 15:17Speaker 01

  And it's deeply offensive to my culture.

• 15:21Speaker 00

  Well, it's going to get more confusing.

• 15:23Speaker 01

  Well, yeah, it's going to get way more confusing.

• 15:24Speaker 00

  Because a lot of people are going to assume you have the touchscreen.

• 15:26Speaker 01

  Yeah, nothing worse than somebody, you know, looking at something on your screen and putting their, putting their grubby fingers on your screen. It is going to be, it is going to be, I'm interested to see like, do they reinforce the hinge so you can really like properly press on it? Or is it going to be like your, you know, like

• 15:42Speaker 00

  You want like a boxing game where you can punch really hard?

• 15:45Speaker 01

  Look what's happening. Look what's happening.

• 15:47Speaker 00

  Oh, yeah. That's actually a good point. Yeah.

• 15:49Speaker 01

  They're going to have to reinforce it. Otherwise it'll just be like, again, like you're going to see like another wave of like, you know, 10,000 posts, like Steve Jobs would be, you know?

• 16:00Speaker 00

  Man, he's set the bar too high. It's so annoying.

• 16:03Speaker 01

  That's the whole point.

• 16:04Speaker 00

  I guess you're right. Yeah.

• 16:05Speaker 01

  That's the whole point. The bar was set so high that you had decades of the world's best product design and development.

• 16:13Speaker 00

  Every other company, people are just

• 16:14Speaker 01

  In human history.

• 16:14Speaker 00

  Oh, this is like a pretty good upgrade. And whenever it's Apple, it's like, Steve Jobs would never allow this, blah, blah. There are some, there are some funky stuff in the old Jobs era Apple portfolio. There are some odd devices. Like, let's be clear, it's not all, not all. We only remember, we have a little bit of selective memory with the Jobs era Apple products. OpenAI has some additional announcements in the, in the world of math. Dan Roberts says, "We are announcing three new discoveries in mathematics, computer science, and physics about harmonic analysis, complexity theory, and quantum field theory." And this was a post that went out and

• 16:55Speaker 00

  it, it had to make it through the wringer to actually have the impact that I think it eventually did. Andrew Curran contextualizes a little bit more. OpenAI has announced three new discoveries in mathematics and computer science, local smoothing and the Kaikia conjecture, Kaikia conjecture. The exponential time hypothesis is false. You asked, they answered.

• 17:15Speaker 01

  Exposed for not being

• 17:16Speaker 00

  I do not pretend to know this. I, I'm not an advanced mathematician by any stretch of the imagination.

• 17:25Speaker 00

  Okay, break it down for us. Get out the whiteboard. Explain the exponential time hypothesis. Explain the Kaikia conjecture. Everyone was asking. But, but people, people were excited about this. There's a big long post from Rashab Karnawat, who says, "Many of you don't understand how serious this is. That's me. So let me break it down for you. In computer science, there's a famous kind of puzzle called three SAT. You are given a long list of yes or no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the

• 18:05Speaker 00

  number of possibilities. So a puzzle with a few hundred switches would take longer than the age of the universe to brute force. So it becomes exponentially complex. For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall. The time required kept exploding as the puzzle grew. For about, about 25 years ago, two computer sciences, scientists, Russell Impaglazio and Ramamohan Paturi, working with Francis Zane, turned that wall into a formal idea. They proposed the exponential time hypothesis, which says this explosion is no longer a failure of human cleverness, but a law of nature. No algorithm, however brilliant, will ever solve three SAT

• 18:51Speaker 00

  without the time blowing up exponentially. Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science. And now an internal model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification called, system called Lean. And here's the remarkable part, the very people who proposed the hypothesis, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea. It does not mean everything becomes easy. The new algorithm is still slow in absolute terms, and this is not the famous P versus NP problem being solved, but it means our map of what's possible was wrong in a place

• 19:33Speaker 00

  where we were very confident about it and that AI redrew the line. So there, you had a take on this of like, okay, a lot of people are just like, okay, cool math result, right? But like, what's the practical application? And there are some knock on effects that are interesting? Do you have anything to lay out there?

• 19:52Speaker 01

  Yeah, my, my continued take is that anytime you see a breakthrough like this, that is like against a, a sort of an open problem, that's just generally expanding humanities knowledge. That isn't exactly immediately commercial.

• 20:07Speaker 00

  Yep.

• 20:07Speaker 01

  You have to assume there's many other highly commercial discoveries happening

• 20:12Speaker 00

  Yep.

• 20:12Speaker 01

  in the background that people, both the labs and people individually are not sharing broadly because they made a discovery and there's an opportunity to monetize it.

• 20:21Speaker 00

  Sure.

• 20:21Speaker 01

  And so I think that that is like, that any, anytime there's like a big breakthrough, my head is just going to everything that's not being shared.

• 20:29Speaker 00

  Yeah.

• 20:29Speaker 01

  And that's what I'm actually like.

• 20:31Speaker 00

  So stuff like advances in AI research, advances in bio that need to go through actual testing.

• 20:36Speaker 01

  Yeah, material science.

• 20:38Speaker 00

  Material science that might need to be patented at the very least, advances in cybersecurity that need to be rolled out incrementally and can't just be sort of thrown over the fence. A lot of these math results, it's totally fine to just get them out into the math community, have everyone engage with them immediately, but that's, but every other industry is sort of more, more unique. Anyway, back in the AI world, Sam Par is sharing the journey of Jack Clark over at Anthropic from reporter to, to Anthropic founder. Mike Moritz is another journalist to tech billionaire guy. What, what a crazy run. Yeah, it's fun because Joe

• 21:21Speaker 00

  Weisenthal like knew Jack Clark. I think they worked together, maybe at Bloomberg or at least over, overlapped in the journalism world. And I think Jack went back on Odd Lots to talk about the journey.

• 21:33Speaker 01

  You think Joe Weisenthal is going to get in the arena?

• 21:35Speaker 00

  Maybe.

• 21:37Speaker 01

  I mean, he ships.

• 21:39Speaker 00

  I'd like to see, yeah, he's got to start like a neoflot. I think that's, that's the move for Joe. Or maybe like

• 21:46Speaker 01

  Okay.

• 21:46Speaker 00

  straight to oil and gas extraction.

• 21:48Speaker 01

  Yeah, I mean, his band, you know, Lightswee crude, yeah.

• 21:50Speaker 00

  Yeah, Lightswee crude. He should get in the game, start, start mining some stuff.

• 21:55Speaker 01

  It's time.

• 21:56Speaker 00

  There's, there's more interesting reporting from the Anthropic S1. Anthropic founders apparently can name secret successors. We were discussing this yesterday. We were like, okay, so there's seven founders that all have the class F shares or something. What was it?

• 22:12Speaker 01

  There's one, isn't it one class F share?

• 22:14Speaker 00

  It's a single class F share.

• 22:16Speaker 01

  Yeah, that, that is held by founder LLC.

• 22:19Speaker 00

  Founder LLC. And Forbes is reporting that the Anthropic founders can name secret successors. Anthropic's IPO includes, includes a private line of succession, confidential lists of would be heirs to its founders' voting power, chosen by the founders and approved by one another. So you actually have to go to the rest of the group and say, I'm giving this to my son or I'm giving this to my brother or my, my

• 22:44Speaker 01

  My shrimp.

• 22:44Speaker 00

  spouse, my shrimp. I don't know. Whatever, whatever you want to do. My dog, my domesticated bear. I don't know. But yeah, I mean, clearly

• 22:55Speaker 01

  Honestly.

• 22:55Speaker 00

  they have thought several steps ahead of

• 22:57Speaker 01

  This rocks.

• 22:58Speaker 00

  reporting is.

• 22:59Speaker 01

  This rocks. There's no one, there's no one, there's no company doing it like this. These are, these are seven live players

• 23:08Speaker 00

  Yeah.

• 23:08Speaker 01

  that decided on a structure.

• 23:09Speaker 00

  Yeah.

• 23:10Speaker 01

  And of course, things could change over time, but this feels like quite different. And it's cool to be thinking, it's cool to see a company thinking in centuries.

• 23:22Speaker 00

  Yeah, it's true. Yeah.

• 23:25Speaker 01

  Beyond decades.

• 23:26Speaker 00

  Yeah. What, what other American dynasties are still

• 23:28Speaker 01

  But yeah, the, the, uh, Cantor says they're going to give it to a future model.

• 23:31Speaker 00

  Oh.

• 23:32Speaker 01

  ASI run board. Yeah, it's one share for the, for the final model.

• 23:37Speaker 00

  They could have a, they could have like a, some sort of contract between them that in founder LLC, the decisions are actually made by the model, which would be interesting. Who knows? I, I have a feeling that's not the way it goes though. It doesn't feel like that's the, that's the plan. But I don't know. I'm still very interested. Like, is Ben Bernanke happy about this? Like he had, you know, he's on the, he's on like the, the super board. I forget what it's called, like the, the trustee board or something like above the board. Like Yasmin is on the actual board and then Bernanke and there's two other like super board members who

• 24:14Speaker 01

  And the founder LLC is kind of like the cool kids table.

• 24:17Speaker 00

  Yeah. So, so how, how does the, how does the Bernanke board feel about it? I don't know. We'll see. It's a lot of different governance, a lot of different governance, a lot of, a lot of, a lot of stuff to untangle for the media, but good luck out there if you're reporting on, on Anthropic.

• 24:33Speaker 01

  Uh, so do wives.

• 24:36Speaker 00

  Yes.

• 24:36Speaker 01

  Put the timeline in turmoil. Spec said, it's like TVP NYC and caller daddy had a baby nuke. Anyways, so, so here's the thing.

• 24:49Speaker 00

  Yes.

• 24:51Speaker 01

  Sarah and Vivian, I, I believe are rage baiting.

• 24:54Speaker 00

  Okay.

• 24:55Speaker 01

  I believe they're sort of intentionally rage baiting.

• 24:58Speaker 00

  They talk about this in the episode. They said they wanted to go further with the rage bait and they wanted to call the show, or one of them wanted to call the show Trophy Wives as a joke, but it would have been even more of a rage bait than

• 25:10Speaker 01

  Yeah.

• 25:10Speaker 00

  I think, that's why

• 25:11Speaker 01

  But, but I believe they, like their strategy is working.

• 25:16Speaker 00

  It's working.

• 25:16Speaker 01

  It's working, uh, maybe a little too well.

• 25:21Speaker 01

  But

• 25:22Speaker 00

  The stats on this post are so funny. A million views, 450 likes, 160 comments. They somehow got the made with AI tag on it, which I have no idea how you do that when it's a podcast clip. Like it's clearly not AI. The lighting is amazing and the production value

• 25:39Speaker 01

  Hey, we don't know that.

• 25:40Speaker 00

  Okay, maybe this is some new model that's fantastic. Yeah, people are not, are not reacting well outside of the tech bubble. I think inside people will be into just like, yeah, like I'm hanging out with some people who are tech insiders and just hearing them talk about

• 25:56Speaker 01

  I think it's probably like a very relatable conversation for people that live in SF.

• 26:00Speaker 00

  Yes, that's

• 26:01Speaker 01

  And then

• 26:02Speaker 00

  totally reasonable.

• 26:02Speaker 01

  But, but then the videos being seen by people all over the world.

• 26:05Speaker 00

  Well, this is kind of what the, the economist said about us. Remember, the headline was economist, TVP. Let me, let me see. It was superstar podcasts are Silicon Valley, Silicon Valley's way of talking to itself, but to most, but to much of the world, the sound is jarring. So that's what they, that's what the economist said when they talked to about us all in and do our cash. And, and the, and the critique was like, a lot of what we're talking about just makes no sense unless you're following tech pretty closely. And this is another example of this. What do you think?

• 26:42Speaker 01

  Yeah. Halo in our chat says, need that Christmas countdown, then I dip.

• 26:50Speaker 01

  Just coming in right, just for the open.

• 26:53Speaker 00

  Yeah, yeah.

• 26:53Speaker 01

  Needed that. Thank you.

• 26:55Speaker 00

  Yeah.

• 26:55Speaker 01

  I'm good. Back to work.

• 26:56Speaker 00

  That anywhere else. You can't Google it. There aren't websites for it. You can't calculate it yourself. There's no apps that would do a countdown on your phone.

• 27:03Speaker 01

  You can't even ask the models.

• 27:04Speaker 00

  You can't even ask the models. They don't know how. DoorDash is in advanced talks to acquire delivery rival Instacart. The deal could

• 27:12Speaker 01

  Let's give it up for advanced talks.

• 27:14Speaker 00

  Advanced talks. The deal could be completed as soon as this week and value Instacart around $17 billion. It's a pretty great, I, I don't know where Instacart's been trading. I don't know what its all time high has been, but I know as a YC company, it's from an era where $17 billion is a grand slam. I'm just impressed with that as someone who saw them when they were in YC, but

• 27:40Speaker 01

  And you invested, of course.

• 27:41Speaker 00

  Of course, of course. I definitely backed up the truck. Play the sound effect for me when I had $5,000 in credit card debt, negative net worth, not, not investing in Coinbase, not investing in Instagram. Instacart was in my YC batch. Like I got the demo, like

• 27:56Speaker 01

  What was?

• 27:56Speaker 00

  Instacart was in my YC batch. Like, like they were like at the YC demo day with us and like, we were at parties with them. I remember just hanging out on a roof in San Francisco with them and didn't write a single dime in.

• 28:09Speaker 01

  Okay. You know a lot about the history.

• 28:10Speaker 00

  Anyway.

• 28:11Speaker 01

  Pop quiz. What is Instacart's entity called?

• 28:18Speaker 00

  Oh, that's a good question. I don't know. I, I can't, I can't, it's going to

• 28:24Speaker 01

  It's animal themed.

• 28:25Speaker 00

  Animal themed?

• 28:26Speaker 01

  And Canada themed.

• 28:28Speaker 00

  Canada themed? Moose?

• 28:31Speaker 01

  Maple Bear Inc.

• 28:32Speaker 00

  Maple Bear Inc. Okay.

• 28:33Speaker 01

  And they haven't updated it yet.

• 28:35Speaker 00

  Interesting.

• 28:35Speaker 01

  So when you Google Instacart, it will link you to Maple Bear Inc. doing business as Instacart.

• 28:42Speaker 00

  Interesting.

• 28:43Speaker 01

  Which is crazy to me. Crazy to like

• 28:44Speaker 00

  Yeah, publicly traded company and didn't just redo that. That's wild. So Instacart went public in 2023, had a market value around 13 billion. The, the shares rose 8% Monday following the report. DoorDash has a value of around 80, $73 billion. Its shares dropped 6% Monday. Buying Instacart would add a major grocery delivery partner to its growing roster of services. Instacart's core business involves online grocery shopping. I think this makes a lot of sense. Like they are competitors, but they fill slightly different segments of the market between grocery delivery and, and food and dinner delivery, like actual

• 29:25Speaker 00

  prepared meals. And they could work together really, really well. And it would, it would allow them to differentiate against Uber. What do you think? Do you think this deal makes sense?

• 29:36Speaker 01

  I have no idea.

• 29:37Speaker 00

  You have no idea? Okay.

• 29:38Speaker 01

  I have no idea.

• 29:39Speaker 00

  Do you think it'll get approved?

• 29:41Speaker 01

  Hopefully.

• 29:41Speaker 00

  Anyway.

• 29:42Speaker 01

  Yeah, it just feels like one of those things. If it doesn't happen now, there will be value destruction, right?

• 29:48Speaker 00

  Hmm.

• 29:48Speaker 01

  I just think that DoorDash is generally sort of an unstoppable force.

• 29:54Speaker 00

  Yeah. Great company. Both great companies. It would be cool to see them pair up. We got some breaking news.

• 30:00Speaker 01

  Breaking news, breaking news. The president has hit Truth Social and shared, when will the Wall Street Journal star, start calling artificial intelligence a very bad and inaccurate name? SI, super intelligence, the name which virtually everyone else is using or soon will be. In short order, we will be ban, officially banning the term AI slash artificial intelligence in all relevant documents and everything else due to its inaccuracy. Thank you.

• 30:29Speaker 00

  I might have a collector's edition Wall Street Journal here because this might be the very last Wall Street Journal that ever features the acronym AI. It says, Meta unveils $95 billion AI plan. And also the case for AI Armageddon. And we might not see this in the pages of the Wall Street Journal anytime soon. I'm still, I'm still a fan of MI. I like machine intelligence. It's not super. It's not artificial. It's just a different thing, different nature of intelligence, really good at math, not so good on the streets much sometimes. But we'll see, we'll see where it goes. You think, you think he's successful? He does love renaming things. That seems to be the big, big piece of the legacy. So

• 31:14Speaker 00

  we'll see, we'll see if the Wall Street Journal chooses to switch the editorial guidelines to SI.

• 31:20Speaker 01

  I don't, yeah, I don't fully understand the point. I don't, I don't think people are gonna start loving it because it has a new name.

• 31:30Speaker 00

  Yeah.

• 31:30Speaker 01

  I don't think that's a solution.

• 31:32Speaker 00

  Might confuse it. You know, if you take SI and you translate it from Spanish to English, people will think that you're not writing SI, you're writing.