A (2:15)

You guys are the best podcast in the world. The Gong hit. This is great.

B (2:21)

Short, sweet, and we look forward to seeing it live on Sunday.

A (2:25)

Should we move on to other super bowl coverage? Because we're not the only ones running ads. Lots of tech. Absolutely.

B (2:32)

Wild, wild. Morning.

A (2:35)

Yes.

B (2:35)

I was not expecting this out of Anthropic. They basically took the vibe war was like, effectively relegated to X. Yeah. It just felt like the same hundred thousand people saying, it's so over, we're so back. It's so over, we're so back. They're taking it to the main stage. Right. And it shouldn't be that surprising.

A (2:51)

Right.

B (2:51)

Anytime Dario gets on a mic anywhere, he's taking shots at open AI, but he's.

A (2:57)

He's not taking direct shots.

B (2:58)

Not direct shots.

A (2:59)

He's always.

B (3:00)

And this arguably is not a direct shot either. I guess they just said ads are coming to AI. Yeah, Claude.

A (3:06)

Yeah. Yeah.

B (3:07)

And anyway, so.

A (3:08)

But truthfully, like, a lot of the previous anthropic advertising has been very in their own lane. They've run a number of campaigns that have above the credit thinking where you're thought, partner. This one does feel like it's a response to what's happening in the industry, clearly.

B (3:23)

I think we're just excited to spike Sam's cortisol.

A (3:27)

And I think they probably definitely been watching some heights. Yeah.

B (3:32)

Let's just play all four ads.

A (3:34)

Let's play at least one of them. We gotta play the height maxing one. That one's particularly funny.

B (3:39)

Yeah. And you were saying earlier off the show, you were starting to like Anthropic until they came out against that.

A (3:45)

Yes, Yes. I see this as an attack on me. I see an attack on one advertiser as an attack on all advertisers. I'm pro ads. The anthropic attack on advertising, it does cross a line for me. It goes too far. And I think that they should be supporting the advertising economy.

B (3:59)

The first ad is, can I get a six pack quickly?

A (4:02)

Okay.

B (4:03)

And this one, I immediately thought, okay, definitely not just watching Clavicular. They're studying it, apparently.

A (4:10)

Let's watch it.

B (4:11)

I was not expecting this to be the looks maxing Super Bowl. Let's play it.

A (4:15)

Yeah. This is.

B (4:17)

It starts out by just saying violation.

A (4:19)

Yeah.

D (4:22)

Perfect. That is a clear and achievable goal. Would you like me to tailor a personalized workout plan?

B (4:28)

Yes.

D (4:30)

Perfect. Let me personalize this for you.

B (4:33)

The last delay.

A (4:34)

This is a whole meme on Instagram. Reels. People will do impressions of ChatGPT voice modes like this.

C (4:39)

£140.

D (4:41)

Got it. I'll create a plan that focuses on aesthetic strength.

B (4:45)

All right, pause for a second. Like the slight delay.

A (4:49)

It is iconic.

B (4:50)

It's so good.

A (4:50)

Yeah.

B (4:51)

And clearly this was written with ChatGPT. No, no, no. I'm like, what do you mean? It's designed to sound like it was like. It sounds exactly like.

A (5:03)

Got it.

B (5:04)

I'll create a personalized plan.

A (5:05)

I don't think that's actually how ChatGPT sounds. I think, in fact, when I've watched the Instagram reels, they. They do the ChatGPT impression and it's. It's a little more like this is written for comedy. And so the fact that he says abs. What did he say? Absolutely. Twice in a row. Like, that's something.

D (5:22)

This isn't just built in the gym. Tristep boost Max the insoles that add one vertical inch of height and help short king stand tall. What use code height maxing 10 for big discounts.

A (5:39)

Ads are coming to AI, but not to collide. It's a great ad.

B (5:47)

Crazy to run an ad like this and not even do a call to action. Yeah, that was probably intentional.

A (5:53)

To action. It's like, you know, I mean, Google Claude and you land on the app.

B (5:56)

It's so funny. It's just truly the irony of being anti ad and then just spending. How much do you think they're. They're running? They have four. Four individual ads. You can imagine them. This will probably be one of the biggest buys of the Super Bowl.

A (6:08)

Someone ran the numbers, and if they did all. If they aired all four, it would be something like $80 million or something. I don't think that they're going to run all four. That seems like a lot. Maybe there'll be some regional buys in there. I don't know. $80 million seems like a lot to spend. I mean, it's a big company. They raised tens of billions, so, you know, it's possible. But that feels like. That feels aggressive.

B (6:30)

There's also bulk discounting.

A (6:31)

Sure.

B (6:32)

Again, they could choose to do.

A (6:35)

And isn't there something where if you buy a massive ad campaign like this, you'll also have to buy in the Olympics as well? NBC sells both, so we could see a rerun of these or another buy later.

B (6:47)

Yeah. Super bowl has an insane amount of demand. Olympics has way less. It's insane. I mean, it's incredibly clever. It's also incredibly dirty. I think they're, like, trying to muddy the Water around the ads rollout.

A (6:59)

Oh, sure, sure.

B (7:00)

As the ads, the ads that are coming to ChatGPT are effectively display ads. Right. Everybody in the industry should know this. Yet this campaign implies that will influence the response and that you cannot trust it.

A (7:14)

Yeah, yeah, yeah.

B (7:15)

And so it's fair game. But it's like dirty.

A (7:20)

Yeah, it's sort of fake newsy. A little bit. It's a little bit. It's a little spin on top of what will wind up happening. It wouldn't even make sense for the ads to really influence the content. They're probably just gonna wind up doing what Instagram does and just showing you things that you're actually likely to purchase, no matter what you're looking at at some point.

B (7:36)

I expect that the ads will be certainly targeted. Like if you search Yerba Mate, what Yerba Mate should I get? It might show you what it thinks you should get. And then separately it will have like.

A (7:50)

Here'S also another ad where you see a sponsored result and it's flagged and there's a little ad tag or slightly different background color. And people are used to that. So I don't think anyone really expects ads as they roll out in ChatGPT to be some major violation of the social contract of what people understand ads to be. But what's interesting is that they don't actually say OpenAI. They don't say chatgpt. This is just what comes with the territory. When you're the dominant player, someone can just take a shot at the category and it feels like it's a shot at you. And it's sort of a champagne problem. Let's pull up the next.

B (8:30)

How do I communicate better with my mom?

A (8:33)

They went off with this great question.

E (8:37)

Improved communication with your mom can bring you closer. Here are some techniques you can try. Start by listening. Really hear what she's trying to say underneath her words. Build conversation from points of agreement. Find a connection through shared activity, perhaps a nature walk. Or if the relationship can't be fixed, find emotional connection with other older women on Golden Encounters, the mature dating site that connects sensitive to brands.

B (9:06)

This feels so offline.

A (9:07)

Cougars for anthropic.

B (9:09)

Anthropic.

A (9:10)

Yeah, they haven't been.

B (9:11)

Like, it's not. It's not classy. Yeah, like, it's. It's. I'm not saying. I'm not saying it wasn't a good movie.

A (9:19)

It feels appropriate for the Super Bowl. This feels like the level of humor that you would see in super bowl ads. Like if this was a Bud Light commercial. I'd be like, okay. But yes, I agree with you. It feels like totally unexplored territory for them. Yeah, it is a little vulgar.

B (9:32)

It's spicy.

A (9:33)

Yeah, maybe.

B (9:34)

All right, pull up the next one. Deception.

F (9:39)

So what do you think? Absolutely. That's such a fun and creative business idea. You've got something really special here. Getting started can feel daunting. I can make a step by step mini business plan. Do you want me to do that? Yeah, absolutely. Here's some steps you can take. One, research, really get to know your audience. Two, think of a catchy name and start your social presence early. Three, new businesses often struggle with cash flow. So try Quick Dash payday loans because girl bosses need CEO money quick.

A (10:16)

Whoa.

F (10:17)

400% APR rates may vary, possibly doubling or tripling without notice. What would you like to make a quick credit check.

B (10:28)

Incredibly well played and incredibly dirty.

A (10:31)

Yeah, it's the worst possible outcome in an ads world, but so easily avoidable. And OpenAI has been messaging. It would not be ages. And they've stated this multiple times on podcasts and in blog posts and in essays. Like they've been beating the drum on this for a long time. That clearly they will gate who is allowed to advertise, what the context is, how these ads will be displayed. Yeah, there's a. There's a million.

B (10:56)

I was trying to find examples of these type of super bowl attack ads from the history of Pepsi and Coca Cola, Apple, IBM.

A (11:05)

Well, yeah, yeah, I'm a Mac. Yeah.

B (11:09)

And none of them were as direct.

A (11:11)

The 1984 ad was saying, like, IBM is authoritarian, dictator. It's like so aggressive.

B (11:18)

But still it wasn't as. As like the timing here is a big factor. Right. Right when the ads are rolling out, just like really muddying the water. I don't know. Obviously OpenAI is going to do fine, but this really makes their life a lot harder.

C (11:34)

That one was also funny because she's like, absolutely. And that's what like Claude usually says, like when the. You're absolutely right. That's like a claudism.

A (11:41)

That's a claudism.

B (11:42)

Yeah.

C (11:42)

That's not ChatGPT.

A (11:43)

What is. What does ChatGPT usually say? Like, there's.

C (11:46)

I don't know if there's like specific phrases.

A (11:48)

Exactly.

C (11:48)

Like.

A (11:49)

Well, the specific phrase that I think of is like, it's not this, it's that. And I didn't hear that coming through. Yeah, interesting. I don't know. Do you think these are going to be effective?

B (11:56)

Well, that's. That's the question. So so really bold campaign for a company that hasn't been able to consistently crack the top 25 of the iPhone.

A (12:04)

In consumer.

B (12:05)

In consumer. And so my question is like, does this mean they're going into consumer, or is this purely to piss off OpenAI and make their life harder?

A (12:12)

Yeah, like there's a world where there's, where there's business leaders.

B (12:17)

Like, is this like, like somebody's walking by and you just stick your foot out and try to like trip them? That's kind of what it feels like.

A (12:23)

It does feel like vibe.

B (12:24)

It feels like consumers so far gone.

A (12:27)

I mean, we'll see, we'll see. Maybe at the end of the super bowl, we'll, we'll check the app store charts and Claude will be up at the top. Because so many people have seen this, they thought it's funny. But it does feel like such inside baseball. Like, I bet a lot of AI consumers don't even know that ads are coming.

B (12:39)

They're not even, they're not even pushing. They're not actually trying to push downloads with this. Or they would put a call to.

A (12:45)

Yeah, or QR code like, download the app now. Ad free AI is here with Claude. Like, download this thing.

B (12:52)

I can see it being beneficial in just terms of preparation for the ipo. Right. There's a lot of people that are just retail investors that aren't aware, that aren't really super aware of Claude. Right. They might have heard of Anthropic. They actually aren't really aware of their different products.

A (13:09)

I just think if you're an Enterprise that's deploying AI APIs and LLMs into your organization, you're not worried about the ads product. In ChatGPT, you're like, oh, yeah, OpenAI Codex is this quality. Gemini 3 is good for this. And Baud 4.5 is good for this. And my team will deploy and we'll look at costs and Pareto Curves. It doesn't feel like any CIO or CTO of a big company is going to say, oh, I couldn't possibly. You'll use OpenAI in a business context.

B (13:42)

Gabe says Ad Free AI is here with Claude. Ask three questions before hitting limits. Does this ever come back to bite them? Because the idea that you're going to offer products to consumers and never monetize transactions, never monetize commerce, never run ads. Like it hasn't really been done in the history of the Internet. Even Spotify, right. Netflix, they always over. Yeah, look at Apple, right?

A (14:05)

Apple, if the cloud app does go to the top of the App Store. If they do wind up eclipsing ChatGPT and become the most dominant enforce.

B (14:12)

No, it is really funny. If you drive a bunch of people to an app that has pretty low usage limits.

A (14:17)

Sure.

B (14:18)

They try it for a little bit and they're like, they're not going to notice that the model might be better. They're just going to be like, I'm going back to ChatGPT.

A (14:26)

I want to see what the battle between Mac, Apple and Windows looked like. This is maybe back in 2006, 2009. The I'm a Mac, I'm a PC campaign. It's a 10 minute compilation video, but we can just watch the first one. It's on YouTube.

B (14:43)

Hello, I'm a Mac and I'm a PC.

A (14:48)

Because they get viruses.

G (14:49)

Zoom tight.

A (14:50)

You okay? No, I'm not okay. These PCs got viruses, Macs didn't. Yeah, there you go. You better stay back. This one's a doozy.

G (14:58)

That's okay.

A (14:58)

I'll be fine.

B (14:59)

No, no.

A (14:59)

Do not be a hero. Last year, there are 114,000 known viruses for PCs.

G (15:04)

PCs, not Macs. So just grab this.

A (15:07)

I think I got a crash.

G (15:08)

Hey, if you feel like that'll help.

A (15:11)

Good. Is this that far?

B (15:13)

Hello, I'm a Mac and I'm a PC.

G (15:15)

And I'm a PC too.

B (15:16)

And I.

A (15:16)

What?

G (15:17)

Yeah, see, now you can run Mac OS X or Windows on a Mac. So in a way, I'm kind of.

B (15:21)

Like the only computer you'll ever need.

A (15:23)

Oh, touche.

G (15:25)

I don't think you're using that right.

B (15:26)

Touche.

G (15:28)

No, listen. So you can only say touche if you make a point, then I make a counterpoint, you see? So I said I run Windows, but you haven't made a point yet.

B (15:35)

Let's try it again.

G (15:36)

You can get a Mac and still run all your Windows stuff.

A (15:40)

Touche. What do you think? I mean, they're not taking a shot at Windows specifically or Microsoft or Dell. It's like all. It's the whole category, but everyone knows it's really, you know, Apple versus Microsoft. It's not that far off. It's certainly not edgy. It's certainly not edgy. Like, it definitely fits.

C (15:57)

Yeah.

B (15:58)

So anthropic's edgy. Yeah, it's also. It's also a timing thing where again, they're actively trying to make their. And again, I'm not saying anything of. This is not fair play technically, but the gloves are off.

A (16:13)

Yeah, it does.

B (16:14)

And there is zero. I will go out now and say I would Say there's effectively a 0% chance that OpenAI can win the super bowl this year. They will be running an ad. It would be insane if they didn't run an ad. It'd be a huge ad.

A (16:29)

Way harder, Sam. Calling out Dario by name directly. Just like Dario, you suck. Just a diss track.

B (16:40)

Yeah. I mean, yeah. Yeah. Just a bunch of sora slop. The other thing is, OpenAI. I really doubt can react to this now.

A (16:50)

Oh, yeah, yeah, yeah.

B (16:51)

Like, the. Right. Like, if this had dropped, like, a couple weeks ago.

A (16:54)

Yeah.

B (16:54)

They would have been able to say, hey, we need to respond to this, but they can't now.

A (16:58)

Then they wind up.

B (16:59)

Winning has the right word.

A (17:00)

What is it?

B (17:01)

He says it's propaganda, imo. It really. It really is. Again, they're just kind of calling out the category being general about it, but they're implying that ads are going to.

A (17:10)

It's fear mongering. Yeah, it's fear mongering. That. That. That. The. That the AI. That you're used to being truthful and accurate and not trying to sell you some slop product. It will.

B (17:20)

They took, like, Mark Cuban's, like, main.

A (17:23)

Totally. Totally.

B (17:24)

The things that he had been like.

A (17:25)

Yeah.

B (17:25)

Going on and on and on about that. Everyone is like, hey, dude, you can calm down. Like that. Not how it's gonna work.

A (17:30)

Yeah. Yeah.

B (17:30)

And then they just, like, went with his point of view.

A (17:33)

Yeah. Yeah. Which is a little out of dated.

C (17:34)

Yeah. I was gonna say, like, it feels like the vibe war is, like, really heating up. Right. Like, over the summer, there was talent war. It was kind of a cold war. Right. It's kind of like, okay, we got your guy.

A (17:43)

But on Twitter, and it was all leaks behind the scenes. Like, Mark Zuckerberg didn't even really give an interview during that whole time.

B (17:48)

Yeah.

A (17:48)

And. And there was, like, that leaked memo from Mark Chen saying, like, I feel like something has been stolen from us.

B (17:53)

Yeah.

C (17:54)

And now you're seeing at Davos, they were not coming out and saying, yeah, at Davos. Like, Dario is like, basically.

A (17:58)

Yeah.

C (17:58)

He's still not saying OpenAI the words, I think.

A (18:00)

Yep.

C (18:01)

But he's saying, like, companies are doing ads. There's only one company that's doing ads.

A (18:05)

Yeah.

B (18:05)

Katie, the CMO of OpenAI fired back. She says ChatGPT has more free users in Texas than has globally.

C (18:14)

Boom.

A (18:16)

Let's watch some of these other super bowl ads.

B (18:18)

I would say this is the worst ad I've ever seen.

A (18:20)

Okay, let's play. Let's play General Motors robot.

B (18:24)

And they They've tried to scrub this from the web, but we're bringing it back.

A (18:27)

Let's play it.

B (18:34)

Robot makes a mistake.

A (18:35)

General Motors make cars. We make Cadillacs. Okay. Robot makes a mistake, leaves the factory, gets fired. Whoever produces that is not going to do well in the singularity. You did not consider Rocco's basilisk. Oh, sign holding.

B (18:58)

Yeah, Taddleac.

A (18:59)

Going by.

B (19:00)

Well now. Now the robot's trying to get a new job.

A (19:03)

Okay, Robot's working at McDonald's or something. Robot goes to the brick.

B (19:10)

This is like, who approved this?

A (19:13)

Robot watches the Chevys drive by the General Motors cars and jumps into the water and then wakes up the GM 100,000 mile warranty. It's got everyone at GM obsessed.

B (19:26)

Like, how do you run this ad?

A (19:28)

Whoa. So it's saying, like, we care so much about the 100,000 mile warranty that, like, we will end it all if it doesn't. If we don't stand by it.

B (19:36)

I think so.

A (19:37)

I'm still crazy.

B (19:38)

Obviously, they got an insane amount of pushback from people saying, like, hey, you're effectively advertising, like, the darkest thing ever.

A (19:46)

No, really sad. Like, ridiculous. Well, the bar has been lowered, so don't worry.

B (19:52)

Incredibly, incredibly well played by anthropic.

A (19:54)

So you think it'll be effective?

B (19:55)

Well, that's. I'm not even sure they care about it being effective.

A (19:58)

Okay, it'll be effective. This is effective. Like, the fact that people are talking about it. People that right now on the timeline, people are dunking and being like, oh, good point for manthropic.

B (20:06)

Yeah. Like, they're scoring points in Teapot Max and they're able to score some points in the real world and just make, like, senators are going to see this. Yeah, that's wrong.

A (20:17)

Yeah. I mean, the whole, like, senator, we sell ads thing in Facebook, like, they stealing your data. That whole thing is, like, very, like, it's still. It's still a meme. It's still. It's still a thing in the general populace, which is unfortunate because advertising is the greatest business model ever. Companies don't want your data. They want conversions. They want you to purchase. They want a black box where they can put money and then get money out and get money out. That's it. Like, I've run businesses that advertise many times, and I don't want to know anything about these customers. I just want to know they're ready to buy and they're down and send them the link. We got to bring down the mallet from the heavens because we got to ring the gong for Walmart, they reached $1 trillion in market cap As E commerce looms, let's bring it down the Lambda cloud. Thank you. Hit it first, let's understand what's going on with you. What's going on with Walmart? They've been written off. Amazon was going to kill them, but seems like the retail behemoth is growing faster than ever. Let's see. The achievement places Walmart among a small but growing club of companies that have a 13 figure valuation. Amazon, Nvidia, Meta, Microsoft in trading Walmart stock past $125 a share, the stock has surged in recent months fueled in part by Wall Street's enthusiasm for the the growth of the company's online business as well as in investments in automation and AI technology aimed at improving efficiency. Sales have also ballooned as more shoppers have turned to Walmart for low prices, fast delivery and broad selection. The change at Walmart over the past decade, culminating with its trillion dollar valuation has been seen as a profound shift at a retail company that we've ever seen. Walmart's growth along with Amazon's creates challenges for competitors, he said. Meanwhile, Bentonville, Arkansas based company will have to navigate the ascension of a new chief as longtime executive John Furner took the helm this month. Most of the 11 companies that at any point reached 1 trillion are technology focused, even though Berkshire Hathaway is in there and Eli Lilly is in there as well. A decade ago, some Walmart investors didn't see the company's success as a sure thing rival. Amazon was growing fast. The then new Walmart CEO Doug McMillan was investing billions to raise worker pay, clean up stores and grow online. Investors wanted to see whether the investments would pay off. Walmart's market value was $212 billion at the end of 20. Warren Buffett's Berkshire Hathaway famously sold a large portion of its longtime stake that year and fully exited the position by 2018. Retail is changing so much I don't think I understand it as well as I need to, buffett said. Walmart sales have since soared, propelled by E Commerce, then the pandemic, followed by shoppers more recent hunt for lower prices. Amid inflation, the company accelerated home delivery capabilities and can now deliver orders the same day to 95% of use U.S. households. So they've like fully responded to Amazon prime, which was the main differentiator for a long time.

B (23:09)

Yeah. Yousef in the LinkedIn chat says Walmart is just super secretive about its capabilities. He's previously was over at Walmart thanks.

A (23:18)

For leaking it to us.

B (23:19)

Sucks on X says nobody talks about Walmart much in the age of tech giants. But if Sam Walton's fortune hadn't been split up, it would still be a fair bit greater than even Elon's and they're still the largest.

A (23:28)

That was true back then. He posted this six months ago. I think it's way above this now, but I mean, a lot of this, a lot of this growth has to be because of the rebrand. We got to talk about the Walmart rebrand. Yeah, you've seen this. Let's pull up the graphic and see. Whoa, that's probably driving.

B (23:41)

Stunning. Stunning and brave.

A (23:42)

That probably adds 600 billion to the market cap, right?

B (23:44)

I mean, easily, easily.

A (23:46)

They really just did a slightly bluer background and they called it a day. Let's go over to Gastown, what I wrote about in today's newsletter. And I want to pull up this very simple to understand graphic. As soon as you see this Jordy, you will understand how Gastown works.

B (24:03)

I get it.

A (24:05)

Robert says Gastown is the modern day Temple os. You have to be on the spectrum to design something this insane. My theory is like, there's a lot of excitement about this project. You might already be familiar with Gastown. The broader category is called orchestration, how you orchestrate a whole bunch of different agents. And Steve Yegi wrote a great breakdown of his new Mad Max themed Orchestrator. He says a new take on the IDE. It's called Gastown. Now he's getting one call per day from VCs asking to invest apparently. And so it's basically a continuation of the developer experience. And he maps out how this evolved. So, you know, used to write code in a text file, save it, execute it in a terminal. Then we got basic ides with some code completion, links to file systems, repls, et cetera. LLM Chat Windows worked their way into the IDE eventually with a coding agent asking you for permission to run tools, run code. Once models got better, developers trusted them more and the IDE sort of melts away and you're basically just interacting with the agent. So Karpathy has put it, he says your code writing skill atrophies but, but your code reading skill improves because you're prompting and then you're just reading the review and you're saying, okay, yeah, this is going to do what I think it's going to do. We'll test it. And so the most popular workflow currently is probably a single agent, cli. So Claude Code Codex, Gemini, Cli are the most popular. They all have web and desktop front ends now, but it's sort of too soon to tell how fast those will get adopted. Gastown is way, way more aggressive going forward. Fall into vibe coding. So you will die if you don't know what you're doing. It's like, very risky. There's tens of thousands of people using this. Some folks have dozens of accounts with the big labs because they're maxing out their subscriptions. They're like, I got the 200amonth plan over here. I ran out of rate limits, so I got another one. I got another one. Some of them get flagged for fraud. Like, it is boom time in Gastown. The town is your hq. This allows you to work on multiple projects. The projects are called rigs. And then you sort of play, I guess that's the word. As the overseer, you're the boss. But you also have a mayor who reports to you, like a chief of staff. That's an agent that you talk to. And the mayor kicks off work convoys to different agents. They're called like polecats. These are ephemeral agents that go and do like one little thing and then they write code. That code lands in a merge queue. But then you have another role, another agent called a witness that oversees all the polecats to help them get unstuck. And then there's a deacon that goes around, patrols the town, find stuff that needs to be taken out or deleted. There's dogs that do maintenance, like cleaning up code branches that have gone stale. There's a crew that are specific to a particular project and those are longer lived than polecats. So if you have back and forth design work, you'll create a member of the crew who he says you'll love and you'll develop a relationship with, and you'll be updating their agent workflow and their skills so that days later you can go back to the same agent about how you're architecting the app and it has all the context, whereas the polecats are just off doing one little implementation at a time. It's a lot. It's very cool. And it feels like a glimpse of what's coming this year. Orchestrators. It feels like these are the next. It's the next easy unhobbling that will cause another doubling in the meter. Software engineering time horizon benchmark. If you remember that benchmark, for how long a software engineering task can run without going crazy. It used to be a couple minutes, then it became a couple hours. If you set up your gas town appropriately, you could potentially do weeks of software engineering work autonomously. Do you have more context on the meter eval? I mean, meter only does LLMs.

C (27:42)

Yeah, it's not the actual model running for like four hours exactly. It can do a task that takes.

A (27:46)

People four hours exactly. You could imagine getting a week's worth of software engineering working done with sort of a single prompt or a single setup.

B (27:54)

So basically you're working on AI agents and you just pivoted to building a harness. Pivot to orchestration. Orchestration.

A (28:01)

It does feel like it might be like the next hot keyword that we're seeing. Orchestration, market map, orchestration. You know, all sorts of stuff.

B (28:09)

There's going to be a lot of people spending 15 grand to recreate a game that's 60 bucks.

A (28:14)

Totally, totally. But if it has me in the game, maybe I'll play it. Who knows? We have some breaking news. Sam Altman has responded to the anthropic ads. He says, first, the good part about the anthropic ads. They are funny. And I laughed. I like it. But I wonder why anthropic would go for something so clearly dishonest. Our most important principle for ads is that we won't do exactly this. We would never obviously run ads in the way anthropic depicts them. We are not stupid and we know our users would reject that. I guess it's on brand for anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren't real. But a Super bowl ad is not where I would expect it. More importantly, we believe everyone deserves to use AI and are committed to free access because we believe access creates agency. More Texans use ChatGPT for free than total people use cloud in the United States. So we have a differently shaped problem than they do. Anthropic serves an expensive product to rich people. We are glad they do that, and we are doing that too. But we also. But we also feel strongly that we need to bring AI to billions of people who can't pay for subscriptions. We are committed to broad democratic decision making. In addition to access, we also are committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI. And we know the only way to get there is to work with the world to prepare. One authoritarian company won't get us there on their own. To say nothing of the other obvious risks is a dark path in general.

B (29:47)

Like again, I think Sam has to admit that the ads are like pretty entertaining. And it's just such a wild move. Unexpected from. From anthropic. Given that, I'd say, like, from a brand standpoint, going with, like, the sort of edgy adult humor was. Was unexpected. But yeah, ultimately, it's deceptive. Like, they're trying to Mislead people about OpenAI's ad product.

A (30:09)

Yeah, it's not corn syrup.

B (30:10)

Like, the entire strategy of the campaign is clearly not to drive downloads.

A (30:14)

It's FUD.

B (30:15)

It's FUD.

A (30:15)

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