Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN

Summary

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TBPN: Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN

Date: November 19, 2025
Hosts: John Coogan, Jordi Hays (plus Tyler & Ethan as panelists)
Theme: The intersection of cloud infrastructure, messaging, AI advances (especially Gemini 3), and reactions to major tech events

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Episode Overview

This episode of TBPN explores the centrality of iMessage in personal and professional lives, the potential for AI assistants like Google’s Gemini 3 to integrate or interface with closed messaging ecosystems, and the far-reaching impact of recent outages and infrastructure decisions within the tech industry. The conversation moves fluidly across the latest AI benchmarks, industry intrigue (like Google’s internal drama), hardware monopolies, energy and environmental discussions, and everyday biz/podcast life, all in the hosts’ characteristic irreverent and conversational tone.

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Key Discussion Points & Insights

1. iMessage as the Personal ERP: Integrating with AI Assistants

• iMessage's Role: Tyler considers iMessage as his "personal ERP system" and "data lake," central for both personal and business communications.

  "It's my single pane of glass... the system of record for my personal life." — Tyler [00:55]

• The Power User's Perspective: Despite iMessage's centrality, Tyler and John note Apple's lack of motivation to build for 'power users,' making it unlikely they'll enable Gemini-like LLMs to utilize iMessage data.
• Apple-Google Dynamics:

  "Apple is... paying Google to white label... Gemini in the next version of Apple intelligence and they're just going to be focused on integrating it within their ecosystem deeply." — John [02:56] Cross-platform portability is deemed unlikely because of these walled garden approaches.

• Use Cases Imagined: The idea of Gemini using iMessage contextually for drafting messages or suggesting gift ideas is discussed, but privacy and ecosystem segmentation will likely prevent this.

2. The Future of Messaging in the "AI Agent" Era

• Multiple Systems, No Unifier: Ethan highlights the reality that everyone juggles multiple messaging platforms (iMessage, WhatsApp, Signal, DMs), and true unification remains elusive.
• AI Agents as Intermediaries: The hosts imagine a near future where AI agents handle logistics and communication autonomously, possibly bypassing traditional messaging flows:

  "I have an agent. My agent talks to Jordy's agent. They sort everything out... done completely separately from iMessage." — Ethan [04:47]

• Speculative Robot Assistant: Tyler jokes about giving a humanoid robot his phone to respond to every message, blurring boundaries between data silos.

3. Model Benchmarks and Google’s Strategic Moves

• Gemini 3 Pro vs GPT-5: The group discusses Gemini 3 Pro surpassing human professionals at GeoGuessr, raising benchmarking questions and concerns about overfitting, given Google's access to massive training data.
  • Model Tiers Explained:

    "3 Pro is like 5 thinking and then 3 flash... If that comes out, that will be instant." — Ethan [06:59]

• Google Antigravity IDE Drama: Google’s new developer platform allegedly forked much of its code from Winsurf (now part of Cognition) without even removing all old branding, illustrating classic big-tech acquisition quirks.

4. Hardware Infrastructure & Market Power

• Google’s TPUs vs Nvidia:

  "Best model ever created from a benchmark standpoint. Didn’t use Nvidia chips, which are supposed to be a monopoly." — John [08:06]

• Market Implications: Even though Google makes powerful TPUs, if they don’t sell them to outsiders, Nvidia retains practical monopoly power—a “weird dynamic” that frustrates the hosts.
  • Quote: "There isn't enough compute in the world as we all know for everything that we want to do." — quoting DeepMind’s Demis Hassabis per John and Tyler [09:45]

5. Naming and Merging AI Labs: Gemini’s Origins

• Google's internal drama and the merging of Brain and DeepMind is acknowledged as the namesake for "Gemini":

  "Gemini is a reference to two formerly distinct labs, Google Brain and DeepMind, that were merged into one lab." — John [08:57–09:07]

6. Data Center Arms Race, Global Partnerships, and AI’s Resource Appetite

• XAI Data Center in Saudi: Musk’s XAI and Nvidia plan a massive 500MW data center in collaboration with Saudi partners—seen more as an infrastructure play than purely AI model training.
  • "Elon is clearly... very good at large scale physical infrastructure build outs." — John [13:29]
• Resource Scarcity Issues: AI’s consumption of energy and water draws environmental scrutiny; the hosts dismantle a factual error regarding water usage in a popular AI book, underscoring the importance of accurate data.

7. Real Estate Antics: The Haunted Soil Machine

• Memorable Story: The hosts recount an absurd property viewing where a mysterious, humming box dubbed the “machine that cleans the soil” is discovered. The real estate agent’s evasiveness and the ultimate reveal ("machine shop from 100 years ago” contamination) provide comic relief.

  “The more you tell me not to worry about it, I kind of wanna know more.” — John [18:28] “There was a laundromat here ago...” — Tyler [19:15] “No, it was a machine shop.” — John [19:51]

8. Cloudflare Outage: The Fragility of the Modern Internet

• Incident Recap: Cloudflare’s outage disrupted many major sites (X, ChatGPT, DoorDash, MTA, IKEA, etc.), exposing the extent of their infrastructure’s reach.
  • “When your product goes down and then many of the services... also go down, it’s even more stressful.” — John [24:34]
• Reputational Irony: Outages unintentionally reinforce Cloudflare’s importance, as reliance becomes apparent at every layer of tech.

9. ADHD Telemedicine Scandal

• Discussion of a founder found guilty for Adderall overprescription via a telemedical startup:

  “Telemedicine psychiatry startups have driven an unprecedented wave of amphetamine abuse.” — Tyler [25:11]

• Investors & Incentives:

  "Doctors were a bug, not a feature." — John [26:23]

  • Concern over replacing thorough medical review with conversion-optimized pill mills.

10. Economic Signals & Protein-Maxi Jokes

• AI Investment Boom: New $100B Brookfield/Nvidia/Kuwait AI infra partnership announced; a continuing tide of massive funding news.
• Light-hearted Moment: The “bowl economy” is benchmarked not by revenue, but by grams of protein per serving—a running joke on the show.

  “This is the most important benchmark in the bowl economy, which I’m a huge fan of. But are we seeing acceleration? I want to be seeing 200 grams of protein, then 1,000, then 10,000...” — Tyler [22:53]

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Notable Quotes & Memorable Moments

• On Apple and Google AI:
  • "Some of the best walled gardens of all time." — John [02:08]
• On the future of AI agents:
  • "If you have enough humanoid robots, though, then land is actually not that hard to..." — Ethan [15:08]
• On market dynamics:
  • "It must be very frustrating... you do have two very clearly performant products that are not actually driving down cost." — Tyler [08:22]
• Comic Relief:
  • "She said, that's just the machine. That's just the machine." — Tyler [18:14]
• On Cloudflare’s omnipresence:
  • “It’s a great way to tell the world that the entire world runs on Cloudflare." — John [24:34]
• On rampant diagnostics:
  • "Doctors were a bug, not a feature. Why waste time talking to a doctor just to get the medication you want..." — John [26:23]

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Timestamps for Segments

| Timestamp | Segment/Topic | |:----------:|:------------------------------------------------------------| | 00:00–02:56 | iMessage’s role, why Apple/Google won't enable portability | | 02:56–04:47 | Practicality and privacy in connecting LLMs to messages | | 04:47–05:40 | The dream of AI agent communication | | 05:40–07:09 | AI models: GeoGuessr, benchmarking, model behavior | | 07:09–08:22 | Google Antigravity IDE and hardware choice (TPUs/Nvidia) | | 08:22–10:36 | Market dominance, org drama, and compute constraints | | 12:27–13:51 | Nvidia’s earnings, XAI’s data center ambitions | | 15:16–20:21 | The ‘haunted’ office tour (soil-cleaning machine story) | | 21:09–22:41 | AI’s energy/water footprint, debunking dramatic claims | | 23:26–24:34 | Massive AI investments & Cloudflare outage | | 25:11–27:15 | ADHD telemedicine and accountability | | 27:22–End | Quick notes on earnings, predictions, end-of-show banter |

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Tone & Takeaways

This episode maintains an energetic, sometimes sarcastic tone, blending serious discussion of AI, cloud infrastructure, and corporate strategies with personal stories, in-jokes, and asides. The hosts emphasize how tech giants’ decisions reverberate throughout the ecosystem, often with unintended consequences or ironies (like outages revealing infrastructure linchpins), and poke fun at industry obsessions (from protein-fueled lunches to never-ending AI investment news).

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For listeners:
If you want a behind-the-scenes look at how the big AI/tech sausage gets made—complete with quips, the real-world impact of corporate drama, and the kind of banter you’d overhear in Silicon Valley’s break rooms—this episode delivers.

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Transcript

[John]

What's your take?

[Tyler]

My take is do you Want iMessage in Gemini 3? Do you want iMessage in your AI assistant in your personal superintelligence? After Meta Connect, we left saying, wow, the virtual reality, the Call of Duty heads up display is here. It's arrived. The Meta ray ban display. And the technology was really cool. The glasses didn't look that crazy. The actual HUD was really high quality, like you could actually read what was going on there. But when, where we left it was wow, if it doesn't work with imessage, I can't imagine wearing that because my whole life is imessage. And I was just kind of reflecting on this idea that imessage has kind of emerged as my personal ERP system. Remember when VCs used to be like, oh, we need a personal CRM? And it was like, you've just turned every one of your personal relationships into a business relationship and now you should be using an actual CRM.

[John]

I'm getting the blood flowing this morning.

[Tyler]

I'm glad I'm enjoying some movement. Personal CRMs never took off and I noticed that like imessage has kind of become like my personal data lake, my personal ERP system. Like it's my single pane of glass. Like if it's, it's the, it's the source of truth. Yeah, it's like the, it's like the system of record for my personal life and also we use it for business and stuff. Imessage has really, really grown to the point where it's not just like one on one text messages, it's all these group chats, it's sharing of locations and, and documents, files, all this stuff.

[John]

Files that were shared, you know, PDF that was shared over a year ago.

[Tyler]

Totally, totally. And so, and so my question is like, it seems like imessage is important for the heads up displays for the, for the smart glasses. Will it be important for Gemini? And we were debating this like in general I think that all the Apple intelligence features will get better with Gemini 3. We saw on the benchmarks we demoed the product. Gemini 3 is definitely a great model, the best model potentially right now. Apple will able to implement that all over the place and they just won't have to worry about like, do we have a good foundation model to build on? But what does the actual flowback look like? Because Google and Apple are famously like walled gardens. Like they can't really just interface with them.

[John]

Some of the best walled gardens of all time.

[Tyler]

Some of the best walled gardens of all time the average consumer will just see Apple intelligence and they'll really just see Siri. I think people won't necessarily expect that, that if they're interfacing with Gemini over in Gemini World, in the Gemini app or in Gmail, they won't expect it to connect to their imessage, even though it's the same model that's powering both of those. And Apple will say that that's for privacy reasons and consumers won't know to ask. But I'm kind of curious about that because that would be an interesting feature and I don't know if you would even want that. Like, would you want to be able to go to the Gemini app and have it be able to pull a file that was shared with you in an imessage group chat?

[John]

I feel like my entire life runs on imessage and it doesn't feel like Apple is super motivated actually building for power users. And so if there was a way to get more value having that data within Gemini, right, Like hey, draft me text message responses to people that I've texted, you know, more than more than one day that I haven't responded to in the last two weeks and draft a bunch of messages that I can then just go through and at least like look over and respond to. Yeah, but I don't know. I have zero faith that there will be portability. And the reason for that is Apple's paying Google to white label to effectively, yeah, white label the model, leverage Gemini in the next version of Apple intelligence and they're just going to be focused on integrating it within their ecosystem deeply. And I think if they weren't paying for it, Google would have been able to negotiate for quite a lot more.

[Tyler]

It does feel very different than Google search because the models are actually intelligent. I'm imagining more of like when I go to an LLM to prompt it for a gift guide. If it has access passively to imessage, it can undo understand. Oh, like people have been sharing these links with you to things that could be gift. Here's the context around the context. Maybe they shared that link with you being like lol, I would never buy this someone for Chris for someone for Christmas. Or they could have been from a family member saying, you know, this has been like I would write to Santa for this and they're like alluding to you actually wanting to buy them for that. Tyler, what do you think?

[Ethan]

I think like when I think of like AI in like communications generally, I think it's more like the vision is like let's say I'm trying to set up a meeting with Jordy. It's like, I have an agent. My agent talks to Jordy's agent.

[Tyler]

Yes.

[Ethan]

They sort everything out. If we should meet, when we should meet, where we should meet, and then it's kind of, like, done completely separately from, like, iMessage even.

[Tyler]

Yeah.

[Ethan]

So I think that's more of, like, my kind of ideal vision of, like, what LLMs and messaging, like, look like. I'm not even doing actual messaging.

[Tyler]

Like, the reality of everyone's life is that they use multiple messaging systems. They use email and WhatsApp and Signal and then iMessage and Twitter DMs. And there's never been a successful unification of these. But I was laughing to myself thinking about, like, a humanoid robot. Because, like, a humanoid robot, you could literally just like, be like, here's the phone, here's the passcode. Go respond to every message on my phone. It could do that. And it would be impossible to, like, there's no, like, data wall that you can put up at that point, really. Gemini 3 Pro is the first LM to beat professional human players at GeoGuessr. Wow.

[John]

This is one of those things that I think is actually still going to be wildly entertaining. Even when they like chess. Right. Like, watching him figure out where something is down to a single street is still going to be impressive and probably entertaining also.

[Tyler]

I mean, this feels like it has to be like overfit on geoguessing, because didn't Google create all the geoguessr data source?

[Ethan]

Yeah, it's all just Google Maps.

[Tyler]

It's Google Maps and it has to be in the training data, like, perfectly. So the beauty of watching someone play geometry geoguessr is that they're. They're not just doing memorization. They're not just like, oh, I know that street. I know every street because I've memorized every street. They're. They're actually applying a whole bunch of heuristics and patterns and matching with GPT5 release. Yeah.

[Ethan]

People would. Would, like, submit just a picture they took, like, on their phone of, like, themselves. It's like, where am I? So that's not like, actual. I mean, that's not from Google.

[John]

Yeah.

[Tyler]

It's not overfill. It would still do, like, well, okay.

[Ethan]

Yeah.

[Tyler]

Yeah. How would you benchmark the. The 3 Pro versus GPT5? Because it seems like 3 Pro is not equivalent to 5 Pro. 5 Pro is more like DeepThink.

[John]

Yeah.

[Ethan]

If you're looking at, like, price and like, the.

[Tyler]

How long. Yeah.

[Ethan]

How long it takes to generate an output.

[Tyler]

Got it.

[Ethan]

Yeah.

[Tyler]

So 3 Pro is like 5 instant or is it like 5 thinking?

[Ethan]

It's 5 thinking. It's 5 thinking and then 3 flash. If that comes out, that will be instant. Yeah. Like 2.5 light or flash or there's flash light.

[Tyler]

Yeah.

[Ethan]

So that's more the instant model.

[John]

Yesterday, Google announced Google Antigravity, their new agentic development platform. Which IDE did they use to build anti gravity? Windsurf or Cursor and Silas over at Cognition said so Google just forked the Winsurf code base and they even forgot to remove the Cascade branding in some places. Cascade is a part of Windsurf's product, which is obviously now by Cognition. This is funny that they kind of miss this and I think it's fair for the Cognition team to dunk on it. They, of course, people did buy, you know, spend however many billions on acquiring the Windsurf ip, so not super surprising.

[Tyler]

This is the big story here. Google trained Gemini 3 Pro on Google's own TPUs. No mention of Nvidia chips. This is pretty crazy. I mean, they've been doing this for a while, but Nvidia is announcing earnings today.

[John]

Best model ever created from a benchmark standpoint. Didn't use Nvidia chips, which are supposed to be a monopoly. This doesn't feel fully priced in yet to either company. But then again, right, it's so hard to predict demand over the next 5, 10 years that maybe it doesn't even.

[Tyler]

Matter if TPUs are not for sale. Nvidia does have a monopoly. If Nvidia truly is the only seller in the market because Google is not a seller, then yes, they still extract monopoly power from every other buyer because every other buyer says, yeah, I'd love to buy TPUs, but I can't. So you're the only game in town still. But it's a very weird dynamic where you do have two very clearly performant products that are not. That are not actually driving down cost. It must be very frustrating.

[John]

It's extremely Google that a flagship consumer product is named as a reference to inner org drama that happened three years ago.

[Tyler]

The Zodiac Gemini refers to twins. Google's Gemini is a reference to two formerly distinct labs, Google Brain and DeepMind, that were merged into one lab. Google DeepMind.

[John]

There we go.

[Tyler]

Yeah. And I guess the interorg drama that happened three years ago was just this idea of, you know, DeepMind was acquired in, but Google Brain was still running. This is. Isn't this a reference to Gemini as in the constellation of the Gemini twins, referring to the consolidation of twin organizations. I like that. That's actually a pretty good name. World models are the thing I'm spending most of my research time on. I'd love more TPU's. You look at seed rounds with just nothing. Being tens of billions of dollars is not quite logical to me. Taking shots, shots fired. Do we have the gun now?

[John]

We remove that?

[Tyler]

Oh, we removed it. Okay.

[John]

Just a note on TPU's. Alex says when you talk about the constraints, Google has more computing access with TPU's than most companies. I would think that Google could just go all in on your team's work. But Google also gives TPU access to other startups and even rival AI labs. Do you ever just go give me all the TPUs? And Demis says I love more. But there are business requirements to balance. There's short term and long term revenue and all of these things need to be balanced and smoothed out. It's a huge advantage. We have TPUs in our own stack and we co design the TPUs with the TPU team based on where we know we're going software wise. But yeah, there isn't enough compute in the world as we all know for everything that we want to do there are always competing things. And then there's the question of what is the return on that amount of compute. It can be a research return, a new product investigation return or direct revenue. GENIE is still in the exploratory phase in terms of what we may eventually do with it.

[Tyler]

CornerApp has dropped an announcement that the Nvidia earnings call will be tonight at 5pm Eastern Time. All eyes on Wong.

[John]

Scroll down if you can because somebody ran this graphic through midjourney and it's pretty crazy.

[Tyler]

No bad by comparison.

[John]

I mean it still goes pretty hard.

[Tyler]

Yeah. Nvidia and jobs data coming reports will provide key signals for investors after a market pullback. The fog masking the direction of the American economy and future of the artificial intelligence boom is starting to lift after mounting scrutiny of stratospheric tech investments as well as a blackout of federal data during the longest government shutdown in U.S. history. Wall street awaits two reports that stand to reshape its outlook for the months ahead. AI post Child Nvidia is due to report earnings after the closing bell Wednesday, offering a snapshot of demand for chips that are in that are a linchpin in the tech mania that has lifted markets and helped buoy the economy. Also with the Nvidia news, it's like how much can you actually read into AI demand based on Nvidia earnings? Because I feel like we're, we're projecting out like these deals five years in advance. We buy the chips, then we install them. Like that whole rumored deceleration in ChatGPT growth. If that is real and the that's happening and ChatGPT usage is starting to plateau from 800 million weekly to hey, next year it's going to be at like 900 a billion. Like it's not going to be 5 billion next year. Are we expecting that to show up in the Nvidia data this quarter? Like probably not. Right? Because like OpenAI has projected out five years of demand for GPUs. So I don't know it seems hard to actually read into Nvidia's earnings as a, as a, as a real snapshot of demand.

[John]

The reason there's fixation Nvidia's currently it's like 8% of the S&P 500.

[Tyler]

That's crazy.

[John]

So like it, it just, it matters more than any other. This, this feels like the most important earnings call of the year. In related news it got announced this morning Musk's XAI Nvidia to develop a data center in Saudi Arabia. It's a 500 megawatt data center in Saudi. XAI is working with Nvidia and a Saudi Arabian partner to develop a data center in the kingdom. Musk said Wednesday at an event with the Crown Prince. They're teaming up with Saudi Arabia's AI company Humane. That's going to be 500 megawatts or enough electricity to power several hundred thousand homes for a year. Do we expect XAI to be operating and competing as like a AI cloud or is this going to be something that they're, they, they want to have a local version of grok. To me it seems much more likely that like they just want to be in the data center business.

[Tyler]

Yeah. Oh yeah, that's a very interesting and.

[John]

To me that's always made sense because Elon is clearly better, pretty much best in the world. I mean clearly very good at like large scale physical infrastructure build outs, getting, getting access to energy, doing things on a ridiculous time horizon. And so in order to support xai's valuation I could see them trying to get into that game if there is.

[Tyler]

Strong US inference demand but latency is not an issue. It might be valuable to actually just co locate the data center next to the oil so because maybe the energy is cheaper.

[Unknown Speaker]

Eliminate poverty. Eliminate poverty and Tesla won't be the Only one that makes them. I think Tesla will pioneer this. But humanoid robots. But AI and humanoid robots will actually eliminate poverty. And Tesla won't be the only one that makes them. I think Tesla will pioneer this, but there will be many other companies that make humanoid robots. But there is only basically one way to make everyone wealthy, and that is AI and robotics.

[Tyler]

What do you think?

[John]

All problems in the world solved by one product. I love it.

[Tyler]

I mean, it's not the craziest take.

[John]

This is. You know, we joke about land a lot. We joke about it being the most undervalued asset by the current generation of investors. But land is the one thing that even with an army of humanoids, like, you can't as easily, like, copy and paste. It's not like land on the blockchain where people are like, no, like, you can buy this plot of land on the blockchain and that's yours forever. And somebody's like, what if I just make another blockchain?

[Tyler]

Exactly.

[John]

And I can also. There will be no this piece of land. I can get from this piece of land on this blockchain to this other piece of land on this blockchain in a second.

[Tyler]

Yeah. Ridiculous.

[Ethan]

If you have enough humanoid robots, though, then land is actually not that hard to.

[Tyler]

Can we tell the story of us risking our lives yesterday? We really should.

[John]

Yeah. This was. This was truly incredible stuff. So we. We're looking. We're. We're in the Ultra Dome here for at least another year, but we're starting to think about our. Our second. The.

[Tyler]

The next ultra dome ultradome V2.

[John]

We want to get slightly more space. There's a number of different things that we want. So we. We found a space that we love. It's. It's dome. Like, we're looking for a space in LA that is fit for the Ultra Dome. There's not a lot of things that qualify. And so we had looked at the space a couple times. I had seen it with Ben. John and I drove by it and then we went back to look, do another walk through. You were excited and we're getting like. I'm like, extremely.

[Tyler]

You were pitching me.

[John]

Here's where this thing goes. Here's where this goes.

[Tyler]

You made us on the way to the show in the morning. You make me point, poke my head through the window.

[John]

I was really.

[Tyler]

Then we go back at the keys.

[John]

We go in really selling John on it. It's a beautiful space. It's like a few minutes from where we are now. Made a lot of sense.

[Tyler]

Sorry, Sorry. Sorry. Ethan says R2D2 was the original digital guy.

[John]

True.

[Tyler]

Yeah. Digital guy is incredible, for sure. Sorry. Anyway.

[John]

So anyways, we go for the third time to this space, and I'm just selling John on every inch of the space. I'm like, this is what we're going to. This is what we're going to do here. Here's where the truss is going to go. Here's where the production team's going to go. And we're just walking around, kind of getting a feel for it, and we're basically wrapped up. Like, we're super excited about it, not necessarily ready to make an offer on it, but certainly we're like, okay, this is by far the best option that we found. We've looked at a bunch of stuff.

[Tyler]

It checks a bunch of the boxes.

[John]

Checks a lot of boxes. And right as we're about to leave, John looks over and there's a closet door with a key in it. And you just, like, walk over. I just walk. Watch you walk over and, like, open it up and you start looking. Looking around. And first I make the joke. I'm like, oh, this is like the intern closet. Because it's like this really long, narrow, like, hallway thing that's just like a. It's like the worst room you can imagine. And so the idea of putting Tyler in it was. Was. Was at least entertaining. And then we're like, wait, what's that humming sound? And there's like, this box that's, like, covered up. And it's just like this, like. Not super loud, but just, like, constant humming sound. And we asked the broker, we say.

[Tyler]

Super weird, because it was drywall. Like, you walk into this. To this big room. It's a big room. And then within that big room is a massive drywalled box with no entrance. No entrance to the box, but it's drywalled. Like, you don't usually see drywall inside of a room that doesn't go all the way to the ceiling. And so it was very clear while they were hiding something, basically.

[John]

And there's no. See, there's no purpose to the room.

[Tyler]

Yeah.

[John]

Other than it just stores the box.

[Tyler]

It stores the box.

[John]

It has no entrance.

[Tyler]

It has no.

[John]

And it's humming.

[Tyler]

Yes. And.

[John]

And we look around. John's like, what's in the box? And the real estate broker says. The broker says, oh, that's just the machine that cleans the soil.

[Tyler]

And we were, no, no, no. She said, that's just the machine. That's just the machine. And we're like, oh, like, what kind of machine? What kind of machine is in there?

[John]

And she's like, don't worry about it.

[Tyler]

She's like, don't worry about it.

[John]

It's not a big deal.

[Tyler]

Yeah, just like, you know, buildings have machines. Sometimes there's a machine in there and.

[John]

It'S always on, but you don't. We took that out of the square footage, so don't worry.

[Tyler]

Oh, yeah, that was a wild one.

[John]

We're not billing. We wouldn't bill you for it.

[Tyler]

And we were like, what type of machine is it?

[John]

And then she goes, it's a machine that cleans the soil.

[Tyler]

And we're like, is this on, like some sort of haunted burial ground or something? Like, what are we doing down there?

[John]

This is a hazardous waste site. And she goes, again, really not a big deal. I would worry about it if you were gonna buy the place, but since you're just planning to lease, don't worry about it. And then we were like, okay, the more you tell me not to worry about it, I kind of wanna know more. So what's it cleaning up? And she's like, oh, I mean, it's 85% of the way clean. We're like, what's getting clean?

[Tyler]

When did this process start? How long will that go? Has it been going for 100 years? Start an hour ago and it' just gonna be 15 more minutes. Like, you gave us no context to actually project out what 85% of the way means. And finally she's like, there was a laundromat here ago, and we started piecing it together, and we kind of like, don't want to press her on it too much. So we leave and start doing some Googling. We figure out that it's not a super fun site, but apparently there was a laundromat there that was using toxic chemicals that.

[John]

No, it was a machine shop.

[Tyler]

Oh, a machine shop. Oh, that's what we figured out. So they said laundromat. And apparently laundromats can give off toxic chemicals that, if they get in the ground, can be very cancerous for a very long time. This was apparently a machine shop, like almost 100 years ago or something. And they're working on cleaning the soil, but I still don't even understand how you clean all of the soil under a massive building without causing a collapse. Is it like a whole bunch of tunnels that are digging around?

[John]

It's a bunch of R2D2 robots?

[Tyler]

Maybe it's a bunch of R2D2s, honestly.

[John]

So it was Very, very bizarre.

[Tyler]

It was one of the funniest like just like jump scares ever. Whoa. I had no idea that AI uses 5,329,584 water per year. That's insane. Like it uses just one water. Yeah, people are all over the place at the water thing. No one is debating that it uses a lot of energy. Like we're actively burning natural gas for a lot of this AI stuff. Like all of the old school don't, don't cause global warming by burning fossil fuels. Like all of those, all of those like claims apply to AI today. Like you could just make those claims, but instead everyone seems to have been like caught up in this water. Oh, the water usage is so bad.

[John]

Because water feels more scarce to people than electricity.

[Tyler]

Maybe it's like if I can't drink water I die. But if I can't access natural gas, like I can still live. Maybe. This is the single most massive factual error in a major book I've ever personally noticed on my own. And I think I'm the first person to notice it. Empire of AI asserts that a data center is using 1000 times as much water as a city. In reality, it's 22% of the city's water. In other words, the data center could use more than 1,000 times the amount of water consumed by the entire population of Cerrillos, that Chilean city. Roughly 80,000 residents over the course of a year. How justifies this number in the notes saying, in other words, the data. The Google environmental impact report to sea stated that the data center could use 169 liters of potable water a second or 5 million. Oh, it's right there. That's the same number. 5 billion liters a year. According to the Water Service Authority in Cirillos, the municipality consumed 5 million liters in all of 2019. The Google the year Google sought to come in. 5 billion liters a year divided by 5 million liters equals 1000. Something isn't adding up here. It doesn't make sense that you could use 1000 times the amount of water used by that city. Andy Masley has successfully put this book Empire of AI in the truth zone and we thank him for his service. I'll come out of Twitter retirement for this one. Picnic at work lfg.

[John]

Great job with picnic is delivering lunch directly to your office floor with no fees and no tips every day from 50 plus restaurants.

[Tyler]

We gotta look at the benchmarks. What's the max amount of protein? Is it over 200?

[John]

Are they protein maxing.

[Tyler]

Is it over 200? Because we saw a major, major jump in the amount of protein in a bowl yesterday with sweet green sweet greens at 108. Now this is the most important benchmark in the bowl economy, which I'm a huge fan of. But are we seeing acceleration? Are we seeing a fast takeoff in the amount of protein? I want to be seeing 200 grams of protein, then 1,000, then 10,000, then 100,000. It should be 10x every year. Just 10x that? Yes, exactly.

[John]

Everyone's always talking about fast takeout, but we need to be talking about a.

[Tyler]

Fast takeoff, fast casual takeoff. Brookfield today announced the launch of a $100 billion global AI infrastructure program in partnership with Nvidia in the Kuwait investment of authority. There are tons of press releases going out every single day. Danielle Tenrero says running a business is all about partnerships. Cloudflare unfortunately had an outage yesterday. We were not affected. An outage that knocked swaths of the Internet offline was resolved Tuesday after drowning social media sites, disrupting retail sales and stalling transportation networks. Users visiting sites including X, ChatGPT, DoorDash, IKEA, Metropolitan Transport Authority in New York City were met with error messages related to Cloudflare, a cloud provider used by major companies for security tools that protect from cyber attacks and traffic surges. A spokeswoman from Cloudflare said an unusual rise in traffic to one of its services at around 6:20am Eastern time caused traffic passing through the company's network to experience errors. The bug was fully resolved by 9:30.

[John]

I'm interested to know what happens to the business when they have these outages. On one hand, it's a great way to tell the world that the entire world runs on Cloudflare. And then you talk about the stress from the Cloudflare team, where anybody that's built a software product has experienced the product going down and the stress around that. But it's like when your product goes down and then many of the services that people use and love across the country and the world also go down, it's even more stressful. But it also probably brings a ton of traffic to the site and people might start evaluating some features and say, hey, maybe this is a good solution. I'm going to sign up and see how they kind of react to this.

[Tyler]

There's some pretty crazy news. The founder of an ADHD startup is found guilty of conspiracy in an Adderall case. What a crazy story. Telemedicine psychiatry startups have driven an unprecedented wave of amphetamine abuse. So he was worried he was sounding the alarm bells four years ago about ADHD medications being overly prescribed, too easy to prescribe, he said. After tweeting this, an executiveelloahead.com DM'd me from an anonymous account details of my care history with them, asking that I delete the tweet or caveat that they are not bad. Worth Remembering that in 2021, 2022, many major healthcare venture investors funded a cabal of Internet pill mills that operated with mafia tactics to silence regulators and drive an unprecedented wave of amph dependence in the United States. Well, today there has been some justice done, I suppose, for these ADHD startups. A jury found Ruthiea he guilty of conspiring to distribute controlled substances after her startup, Dunn Global, became a ready source of Adderall prescriptions for more than 100,000 patients.

[John]

Hack and Venture basically decided, like, doctors were a bug, not a feature. It's like, yeah, why waste time talking to a doctor just to get the medication that you want and that, you know, you need? It's like, oh, actually like having. Having somebody that is like, you know, even if it's slower, like, having somebody that's there and actually understanding the patient and having like, some personal connection with the patient feels very much more and more like a feature.

[Tyler]

And, and also having the economic incentive of the doctor being like, they get paid a lot of money and live a great life just to give great advice and follow the Hippocratic oath and be like a great care member of their society not to increase conversion rate. Exactly. And they have beat. Beat earnings. They have traded up. The Stock is up 3.8, 3.91%.

[John]

It is at the very bottom.

[Tyler]

There were signs. This is your prediction, one of your many predictions.

[John]

But this is all the only data.

[Tyler]

This is the only data you, you know, you know, you said this. I think he's gonna beat earnings. Cause he's drinking beers and Ev was like, yeah, you belong in a pod shop. And he was saying it like, sarcastically, like, you know, to be in a real hedge fund pod shop, like, you have to be much more quantitative than that. Turns out you don't. Turns out the vibe.

[John]

You gotta take it all in.

[Tyler]

Gotta take it all in. Thank you to everyone for tuning in and we will see you tomorrow.

[John]

Global economy continues.

[Tyler]

Continues. The party continues, folks. White suits tomorrow.

[John]

Gabe in the chat. Gabe's getting drunk.

[Tyler]

He's drunk.

[John]

Responsib.