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- [00:02]
A
We have a special guest today. Rahul Sundwalkar. Introduce yourself for everyone who doesn't know.
- [00:07]
B
Hello, guys. I'm Rahul Sunwalker, friend of John and Jordi, founder of Julius.
- [00:12]
A
Yeah. How are things going?
- [00:13]
C
I don't personally think he needs an introduction.
- [00:15]
A
I don't think so either. It's Friday. Bunch of tech news, bunch of random posts. The mansion section. Warren Buffett is stepping out for his famed charity lunch again. He's done these for years. A mystery bidder. I wonder if the mystery bidder will be unmasked at some point. A mystery bidder just bid over $9 million to win an auction with the Oracle of Omaha. Which would you pick? $9 million in your bank account or lunch with the Oracle of Omaha?
- [00:44]
B
I'm taking lunch with Oracle of Omaha. Any day.
- [00:47]
A
Any day.
- [00:48]
B
Any day. What would I do with $9 million?
- [00:49]
A
You could buy Berkshire shares. Let him work for you forever.
- [00:53]
C
Rahul lives in SF, right?
- [00:55]
A
Yeah.
- [00:55]
C
So at 9, you're going to get outbid.
- [00:58]
A
Okay, so what are you doing with nine potential? Well, nine is down. So if you look at the chart, there was a sort of a slow takeoff in the price of these winning bids for Buffett lunches. Mystery bidder just paid over 9 million to win an auction with the Oracle of Omaha, who last participated in the event in 2022. He took a couple years off 2020. Of course, Covid took it off. 2021, made a comeback in 2022, and there was massive demand because previously, this was a $2 million lunch. Originally in 2003, it was just a couple hundred K, but then it spiked to almost $20 million. The year's winning bid is a steep drop from the last time Buffett participated in the market. Right.
- [01:37]
C
But the trend is quite positive.
- [01:39]
A
I think it's pretty good. If you interpolate this, he's still raising multimillion every year.
- [01:45]
C
So here's what I'm curious about.
- [01:46]
A
Yeah.
- [01:47]
C
So it's a mystery bidder. We have no idea why they bid. We just know they want to go to lunch.
- [01:53]
A
Right.
- [01:53]
C
We know they want to be at lunch. Right.
- [01:54]
A
But delicious lunch.
- [01:55]
C
But there's different groups in attendance. Steph Curry and his wife. And so there's a possibility that this person just wanted lunch with them. They could come in and say, warren keeps kind of like he wants to be friendly. Right. So they paid a lot. So he's trying to engage, and they're just like, really, dude, I paid $9 million to have lunch with Steph Curry. And you're Trying to constantly get a word in what's going on. And so, yeah, we don't know if this is just a basketball enthusiast, someone that wants to talk about how the game is.
- [02:25]
A
Yeah. Hard to sort of disentangle until you figure out who the mystery bidder is. Are they courtside every game, or are they. At the shareholders conference at 92, Warren Buffett said he ran out of gas. The spirit remained eager, but the flesh became progressively weaker. That's a wild quote from Warren Buffett.
- [02:46]
C
And what about this one?
- [02:47]
A
He said both the money and the message remain important. Wait, that's not that crazy.
- [02:52]
C
The money and the message. I mean, if you say it. If you say it like he's selling, like, coarse.
- [02:58]
A
Yeah, yeah, yeah.
- [02:58]
C
Then it sounds significant.
- [03:01]
A
Well, we have a question for you. So there was a article in the Wall Street Journal earlier this week. Typing is being replaced by whispering. And it's way more annoying. As a CEO, as a startup founder, I want your take on workplaces that are starting to resemble high end call centers. Only these employees are talking to AI. And so they start with an anecdote about working from home. Normally, this couple would be typing on the keyboard, but now they're dictating to Codex and Claude code. And over at ramp, engineers sit at their desks wearing gaming headsets so they can talk loudly to their AI assistants. What do you think? Should the future of the office sound more like a sales floor? What do you think?
- [03:48]
B
I think on one side, I'm pro this trend of talking to your AI over typing, because I can audit what people are typing in the office. You know, what are they. What if they're typing on Instagram or a Twitch livestream?
- [04:03]
A
Okay. So if you're just walking and they're
- [04:05]
C
saying, scroll, scroll, yeah, scroll, scroll, yeah. Then there might be an issue.
- [04:11]
B
Yeah, yeah. Why, why are you doing that on the company time?
- [04:14]
A
Sure, sure, sure.
- [04:14]
B
If they're like, talking to the AI, like, hey, make me like a.
- [04:18]
A
It's more. More accountability.
- [04:19]
B
More accountability.
- [04:20]
A
Yeah.
- [04:21]
B
On the other hand, it's like, I don't want to hear your prompts.
- [04:24]
A
Sure.
- [04:24]
B
Like if. If somebody read my prompts, I would be so embarrassed.
- [04:28]
A
Okay.
- [04:29]
C
It's kind of like, you know, what's your. What's your May 2026 approach to. Approach to prompting?
- [04:35]
B
My May 2026 approach to prompting is I've completely given up on, like, yelling at AI. Like, just freaking do this. I've got me stop doing that.
- [04:45]
A
Okay. And I'm like, as good now?
- [04:47]
B
Yeah. I do more like cognitive Behavioral therapy with. With AI now, like, I do more cbt. I try to, like, reassure the AI.
- [04:53]
A
Oh, set it up for success.
- [04:55]
B
Yeah, yeah, yeah, you can do this. Like, think about, think about. You know, you're like, palmer Lucky.
- [05:01]
A
Yeah.
- [05:01]
B
And you can design this, like, new piece of hardware that's never existed before. So I do more of that. You know, up until 2025, I was more yelling at the AI.
- [05:12]
A
Yeah, I've completely dropped out of the whole, like, don't make mistakes, don't hallucinate. I feel like all that's been either baked into the pre training or post training or it's even in the system prompt already. I used to have. The thing that annoyed me for a while was antithetical parallelism. So it's not this, it's that or hyphens. Those types of things were just tells of AI written content. And I had a special prompt that would inject that in every thing. It would say, hey, don't use the. It's not this, it's that. Don't use contrastive parallelism or antithetical parallelism. But I since ripped that out and just went back to default. And it feels like all the firms sort of fixed the base training so that it's not as clankery, I guess.
- [06:00]
B
Yeah, absolutely. I mean, I feel like Warren kind of ripped one of the models too. You know, when he said the spirit is eager but the body is weaker.
- [06:12]
C
He's subtweeting the models, the labs.
- [06:16]
A
What about this idea for a gym that's themed, like the Rainforest Cafe? And there's even a thunderstorm every minute. Every 20 minutes. Have you ever been to the Rainforest Cafe?
- [06:25]
B
No. Where's the Rainforest Cafe?
- [06:27]
A
Rainforest Cafe is a themed restaurant where you walk in and there's rainforest all around you and there are statues of animals. And the special thing about the Rainforest Cafe is that it's not just like you go to some steakhouse and they have some pictures on the wall because. Showing the lineage. Or you go to an Italian restaurant and you see pictures of celebrities that came in and signed. It's not purely decorative, it's actually interactive. And at the Rainforest Cafe, every 20 minutes there's a thunderstorm and it plays very loudly and it actually draws your attention away from whatever you're talking about. It's a Brainrot restaurant. Basically. That's what Rainforest Cafe is. I can't believe you haven't been. You should go. Tyler, have you been to Rainforest Cafe?
- [07:12]
C
I have. Here we go.
- [07:14]
A
I want to go there. They really go over the top of the decor. Look at the table. It looks like AI slop. Honestly, on the table is because many
- [07:23]
C
of the leading labs trained almost exclusively
- [07:25]
A
content from the Rainforest Cafe. Have you ever been to the Rainforest Cafe, Tyler?
- [07:29]
D
No.
- [07:30]
A
Has anyone been to the Rainforest Cafe? Okay, we got a couple Rainforest Cafe enjoyers in the TV panel today. But a gym with a theme. Would you go?
- [07:39]
B
I feel like we're kind of reinventing like nature from first principles right now.
- [07:44]
A
You know, you might just want to go to the rainforest to lift.
- [07:46]
B
It's like lift heavy things like go outside, like lift rock.
- [07:50]
A
Yeah. So this poster suggests that all the machines would be painted to look like they're made of bamboo. The leather is fake leopard print. Someone get me in touch with the mayor of Miami. This would go crazy over there. Men are allowed or perhaps required to wear loincloths, etc. It goes other places. And then he starts drawing out what it would look like. The gym that we worked out in today has a little bit of a theme to it, but it's not too on the nose, but there is. You notice the machines have like some decorative stuff on it and it feels like they went one notch further than just the standard gym equipment.
- [08:26]
B
It's a little flamboyant, I would say.
- [08:28]
A
Yeah, yeah. Well, I wanted to ask you about schemes that are allegedly taking place in Silicon Valley these days. RevSwap AI. This seems like a joke. This seems like a drop designed to go viral. Harry Raghavan says, in case you're wondering, this is the stage of the market we are at and the idea is that you trade dollars with other startups and you book it as revenue. So Rebswap AI is the world's first peer to peer revenue laundering platform. See, it's gotta be a joke at that point for SF startups. You give us $1 million, we give you 1 million back. Now you have 1 million. ARR, math. Start swapping. How?
- [09:13]
C
Yeah, the problem, the problem of the problem with these is it's funny for people that are like, maybe closer to the inside, but this got half a million views. So that means there's hundreds of thousands of people that think this is like a real thing.
- [09:29]
A
Yeah, they either think they're doing a startup and they should do this, or they think they're outside and they're like, this is how bad startups are. Yeah, I don't think many startups are doing this, but if you talk to VCs is like, quality of revenue coming up. Revenue concentration, circular revenue deals. Is any of that coming up these
- [09:50]
B
days, I think, I think investors deeply care about all of those things and good investors still do their due diligence when investing in companies, especially when they're at a mid to later stage. Right. But really, like, where do you draw the line?
- [10:04]
C
Right.
- [10:04]
B
You see Nvidia investing a lot of neoclouds that go by their GPUs. They help start these new clouds. And then you have, of course, Nvidia investing in AI labs that end up being downstream consumers of these GPUs. And so I think in a way, yes, it's kind of like a revenue swap where you're investing in a company and then they're kind of like buying your product, trading dollars. But so I think there's like, in some places it makes sense in some certain context in the. If you're a founder, though, and if you're an early stage founder, if you're just like going for this, you have to ask yourself, like, okay, what am I really in this for? Like, am I here to like build a business and build the thing that people want? Or am I here to just like, larp? Larp.
- [10:53]
A
Yeah.
- [10:53]
B
And a lot of people do play like founder as opposed to like building a business, building a company. Yeah.
- [10:58]
C
But this is also like a crime. So it's not just LARPing. Like, I don't.
- [11:04]
A
I actually think you disclose it. If you're just like, yeah, we have this weird circular deal. You should probably discount it to zero. That's not wire fraud. Like, if you're disclosing it, like the wire fraud is only when you are stating one thing as another, like, you're lying if you're not lying about it. And you're just like, yeah, we have this weird circular deal where we pay this company, they pay us. You should probably not give us any credit for that in our valuation.
- [11:25]
C
Their entire life is a larp.
- [11:27]
A
The big news today is, of course, Bernie Sanders and AOC introduced a bill to pause all AI data center construction. I want to know within this bill how they are defining AI data center. Of course, GPUs are graphics processing units. You wire a bunch of them together. You can do AI, you can do machine learning, you can render CGI films. There's a lot of different uses and I wonder how they're grappling with that definition. But 300 local bills have been. 300 plus local bills have been filed. Half of planned 20, 26 data centers are facing delays or cancellation. Each one brings billions to local economies. As Gary Tan, the people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system. Sanders and AOC are straight up sabotaging the economy. Says Nick Davidov. No spy or rival country agent can achieve what local useful idiots can. And so people are going back and forth about the data center construction ban. I wonder how this will pencil out. Elizabeth Warren says a single AI data center uses as much electricity as 100,000 households. And utility companies are passing the upgrade costs to you, not to the trillion dollar tech giants. That of course was attempted to be addressed by the ratepayer protection pledge, but it is early days and so we'll have to see how that pans out.
- [13:00]
C
Yeah, and this is the same bill that was introduced in March, but it's continuing to pop up again obviously as they try to move it along. But it hasn't passed committee yet. It doesn't obviously have like bipartisan support. Very unlikely.
- [13:20]
A
And there's a lot of geopolitical considerations. Anthropic put out a big essay today around different, different resolutions to US China, competition in age of AI. Some very obviously they are very aggressive about. Don't lose the lead. Continue to build data centers. But the NIMBYism, the noise complaints, the environmental concerns, like all of these things do have to be addressed in a democratic society if we are to move along smoothly. Tyler?
- [13:51]
D
Yeah, so just for the definitions, how it's defined. So a data center is defined as a building that has more than 20 megawatts maximum power capacity or total peak power that are used to deliver 20kW or more to a single server rack or to use liquid cooling to individual hardware components.
- [14:10]
A
Yeah. I'm just wondering if we're going to get some weird workaround where, okay, Instead of like one big building, you get 1,000 smaller buildings that are all also,
- [14:18]
D
it also says like a building that's contiguous or adjacent to another building that's.
- [14:23]
A
So I think they'll have to put some like trees in between them or something. I don't know. Every time there's a law, people will find a way around the law. And so I'm very interested to see how this winds up changing. It could change it for good. It could be like, okay, yeah, clean energy. And it's underground and it's not noisy and it doesn't create. It feels like the real, the real, the real issue at debate is like passing the cost on to people who don't benefit. A negative externality, which the government has been internalizing negative externalities since its inception. And so there's certainly a good outcome. But
- [15:02]
C
will be almonds are catching some heat from JCal. Oh yeah, he is showing almond versus almond production versus data center water consumption from 1999 to 2026. And yeah, everyone has been saying for years, even prior to the AI boom, just how much water almonds use. This was particularly top of mind when California was in a massive drought. And you drive through different parts of California and it's just almond trees as far as the eye can see.
- [15:33]
A
Almond trees.
- [15:34]
C
And so anyways, Almond, almonds catching strays.
- [15:38]
A
Yeah, I don't know. I mean you look at this and you think about the growth rate in this year. Like you can see that the blue line is ticking up and you can that the red line for almonds is flatlining. And so if you are extremely aggressive about counting the ooms and you project this out a couple years, you could see these two things flip. But of course there are ways to avoid situations like that with water use increasing, such as what Blake Shull proposes, which is closed loop cooling and boom's super power turbines that don't need any water. And you can avoid all of that. But the whole water debate seems like not the focus of the Sanders AOC proposal. It seems much more focused on generation and upgrading the grid, which is expensive and is real. Everyone knows that data centers do use a lot of power. No one's saying that the high energy intensity is fake news. Even though the water debate was a little bit, it was sort of quickly debunked. The energy debate has not been debunked. And so there is a need for more clean energy, more power and more grid upgrades that are not visited upon local communities. The big question that we were trying to answer, and we're going to try and get someone on the show, if you were attempting to build a data center that had 80% approval, like what would that look like? What is the Ezra Klein abundance vision for a data center? It's probably powered by clean energy. It's probably somewhere very remote. Brandon was talking about the 40 minute commute. The 40 minute commute is something that many Americans do and it is not insurmountable. And he was just reflecting on if you've ever driven in or around Las Vegas, if you drive 40 minutes in any direction, you get to a lot, a lot, a lot of empty land where certainly a big building is not going to be an eyesore. You're not going to be able to hear 60 decibels from 20 minutes away. And there is a lot of Land. But that hasn't been the default construction methodology for a lot of data center constructors.
- [17:50]
D
Yeah, this is like the. The TSMC plan in Arizona is like, basically 30 minutes north of, like, central Phoenix.
- [17:56]
A
Yeah. It didn't seem like there were any houses.
- [17:57]
D
You basically go over a little, like, hill, and then it's just like completely empty land.
- [18:01]
A
Yeah.
- [18:01]
D
There's a massive fab.
- [18:03]
A
It's sick. I like that. I learned an interesting fact, which is that Apple has a secret fab. They have a silicon fab in silic they bought a fab for. I sent you the. I had to fact check this because I saw it and it was framed as like this secret, like, you know, terrible thing. It was not that. It's not that scary. They bought it for $18.2 million. It's a 70,000 square foot facility owned by Maxim. Previously, they bought it maybe in 2015. And it was controversial because they were fined by, I believe, the EPA for some mislabeling of waste and air emissions controls. But it was a pretty small fine. It was something like a couple hundred, maybe $200,000. And it seemed like they might have just had a mistake.
- [18:59]
C
They brought down the hammer on them.
- [19:00]
A
Yeah, well, I think it was like the air conditioning docked was slightly misconfigured. It was not like a nuclear waste spill, like destroying the whole town. But it was controversial, obviously, because Apple wants to be as clean and environmentally friendly as possible. Which is why I lean into. They don't want a massive. Like, they're not even a scaled chip manufacturer. This is a prototype facility. They manufacture between 600 nanometers to 90 nanometers. Way different than what's happening at TSMC with 2 and 3 nanometers. So it's not a secret facility in the literal sense. The secret fab framing comes mostly from critics and whistleblower coverage. Not because it was known, unknown to government or industry. It was licensed. The EPA says the Apple facility on Scott Boulevard. So maybe that's your next trip. Tyler, you're going over to. Where is it? It's in Santa Clara. In Santa Clara. On Scott Boulevard in Santa Clara generated hazardous waste and had RCRA violations in 2023 and 2024, which they made fixes for. And they paid a $261,000 penalty. It's 3250 Scott Boulevard. If you're in Santa Clara, go stop by.
- [20:15]
C
Let's give it up for Scott. I didn't know you had a boulevard named after you.
- [20:21]
A
It's very funny. So, Xai co founder Igor Babushkin is planning to raise up to 1 billion at an up to $5 billion valuation for a new AI research startup, with General Catalyst possibly leading. Why is Tyler laughing so much?
- [20:40]
D
Raul had a good post earlier.
- [20:42]
C
Oh yeah, GC has a very high moral bar, so I don't think Igor will be continuing to work on ani. Maybe and some of the other features that XAI might be pivoting.
- [20:56]
A
Might be pivoting. Anyway, we should go over to the Journal because the Mansion section has a very interesting story Today about a 40 year marriage built one gut renovation at a time. If you want a successful relationship, buy 10 houses over four decades and constantly be renovating. I think there's a lot of truth in this. Let's read the story. I'll give you my take. So one Oklahoma couple spent decades and roughly $14 million buying, redoing and selling eight properties around Tulsa. For their ninth production, they built from the ground up. They say for them, it's an adventure. Ann and Mark Farrow are real, are a real estate wild card. Always at home, never settled. Over 40 years they've gutted and lived in eight houses around Tulsa. They built the ninth they built together. Their house transactions have totaled about 14 million. A portfolio market by a portfolio market by reimagined floor plans and high end finishes. Their latest, a 7,200 square foot build, draws on everything they have learned since their first renovation in the 1980s. Now even the Pharaohs wonder whether the journey is over. This house would be hard to duplicate, says Mark, 67. 67. The Wall Street Brainrot Journal added again
- [22:16]
C
turning turning 67 in 2026.
- [22:20]
A
Nightmare.
- [22:20]
C
Brutal.
- [22:21]
A
They also profiled an entrepreneur who's 67 who just started a company. Weird company's ripping doing well. Never too late to start a company. Yet resisting another fixer upper won't be easy for the couple who rejected being called flippers, instead identifying as serial renovation lovers. I go through withdrawal without a home project, says Ann, 63, who's retired. While nine home projects would send most couples into mediation, the Pharaohs view logistical nightmares as a shared thrill. Their secret radical honesty and speed. For us, it's an adventure, mark says.
- [22:56]
C
These are real operators.
- [22:58]
A
This is a team. You're looking at the Collison Brothers, the family business, builders of real estate. We should scroll through the actual images of the house because they got started pretty small. $86,000. In 1986, they bought the starter home. They sold it in 1993 for 97,000, held for nine years only made 10%. But that was where the adventure began in 1986 with a Cape Cod style house. It was 2,000 square feet. Interior was complete with lavender Formica countertops and a wet bar. Their first construction project closing in an office to make an extra bedroom interesting. You know how alcohol sales are falling off a cliff?
- [23:49]
C
Yes.
- [23:50]
A
And there's like, oh, who was it? Derek Thompson had a good post about this, and he sort of enumerated all the different reasons why alcohol is falling off a cliff. He posts a lot. He posts a lot of good stuff. Where can I find it? Alcohol. Alcohol. Wow. He does post a lot. So off the top of his head. Secular anti alcohol trends. GLP1s post 1970s rise of helicopter parenting. Reaction to the binge drinking spike of the late 20th century. There was a binge drinking spike in the late 20th century? Oh, that was like the CKY, you know, Johnny Knoxville era. I suppose that probably led to a lot of.
- [24:29]
C
There's also a power law in binge drinking, right?
- [24:32]
A
Yeah. They say what, 1% of the binge drinkers do? 99% of the binge drinking. Something like that.
- [24:38]
C
No, I think it's actually like 10% of people that consume alcohol consume like 90% of the alcohol.
- [24:44]
A
This is true even for the. Like, you think about like the market for Budweiser or beer brands, and you think about like the college party getting a 30 rack. But in fact, the vast majority of the revenue is driven by the, like, Johnny six pack, which is like a guy who gets off of work at 5 and picks up a six pack on the way home, on the drive home and doesn't go. Doesn't buy in bulk because if he gets the 12 pack, he won't be able to stop drinking after 6 and he'll be hungover for the workday the next day. And so it's six pack every, every single day. And this was like a thing in America for a very long time, but it doesn't seem to be happening. You gotta keep those agents running at all times.
- [25:25]
C
Huberman said drunk. All right, guys.
- [25:26]
A
Yeah, let's cut it out. Let's see. So phones are apparently killing teenage partying because everything's on video, I suppose. So you don't want to be in compromising situations. In the surveillance state. Supposedly surge in young adult fitness. Dancing clubs down, running clubs up. And the general rise of health maxing culture among both liberal yuppies and Maha devotees. So huge collapse in drinking among high schoolers. It fell in the 1980s. It was 92% of 12th graders who had ever consumed alcohol this year, 47%. That is remarkable. There's also a substitution effect between alcohol and cannabis. Significant proportions of cannabis use led to less alcohol. Sort of mixed bag there. And I think non alcoholic beer is getting pretty good. Is a small part in this too. So there are lots of reasons why it's down. And I wonder if we will see the next generation of real estate development. Stay away from the wet bar. As you look at houses, wet bar is not at the top of a lot of people's list. You know, they want home office because of COVID work remote. They want sauna, pool, playroom, maybe movie theater. No, I think I'm weird on that one.
- [26:47]
C
But wet bar, clearly movie theater's still.
- [26:50]
A
I would say movie theater is above wet bar for most people.
- [26:53]
C
Yeah.
- [26:54]
A
But wet bar used to be like, you gotta have it like it was in a. It was in a 2,000 square foot house. It was in, like a starter home that cost $86,000. And the builder or whoever lived in this house was like, well, we gotta have a wet bar here. So let's do that.
- [27:08]
C
2026 was the year the wet bar and home home data center swapped.
- [27:12]
A
Oh, you think the home data center thing is gonna take off? The tiny boxes are gonna be stacking up.
- [27:17]
C
Yeah. Did you see.
- [27:18]
A
Yeah.
- [27:19]
C
That Matthew McConaughey once exiled himself from Hollywood and lived as Mateo?
- [27:24]
A
What?
- [27:25]
C
In Peru?
- [27:26]
A
No. Is this real?
- [27:27]
C
For 22 days without electricity, he said I needed to get my feet on the ground. So I clicked out. Boom. Go to Peru. I needed to find it to check the validation. I knew I had it. I just had to go prove it.
- [27:40]
A
I wonder.
- [27:41]
C
But I did question. Now that I just got famous, I've got all this affiliation for this and that and the other, and I'm trying to decipher which part's real and which part's bs. I needed to meet people who knew me as Mateo. And at the end of 22 days, the tears in their eyes and the tears in my eyes and the hugs we had on the sadness and happiness of saying goodbye were all based off of the man they met named Mateo, who had nothing to do with the celebrity. It reaffirmed my own identity that, oh, I still got it. This is based on me. There might be alpha in going to Peru, adopting a fake name, and living for 22 days without electricity.
- [28:20]
A
Yeah.
- [28:20]
C
Because every time I hear Matthew speak, there's always some wisdom that comes through.
- [28:27]
A
How did he pull this?
- [28:28]
C
Tyler, you missed your opportunity to go to China. This week and just simply post a picture and say thank you for. Thank you to China for allowing me to be here in your incredible country during this incredibly significant visit. But it's not too late to go to Peru.
- [28:47]
A
Lamborghini says they are proud to announce Lamborghini. I cannot pronounce this Roadster. It's the most powerful open top ever created by Lamborghini, limited to 15 units. Look at this, Jordy. Tell me what you think I'm looking. Okay. Powered by an iconic 1080 CV. Sounds like an Nvidia graphics card. Naturally. Aspirated V12 Hybrid HPEV. Sorry about that. Got a little bit too much Diet Coke. Engineered with an aerospace inspired carbon fiber mono fuselage, advanced active aerodynamics, and capable of 0-100km an hour in just 2.4 seconds, the Roadster delivers pure performance with uncompromising driving emotion of V12 Symphony.
- [29:37]
C
So pretty odd in 2026 to release a supercar and not talk about onboard supercomputing. Okay, what kind of like models can I expect to run locally?
- [29:50]
A
True.
- [29:50]
C
While I'm driving. Right? So that's the first question.
- [29:53]
A
Unironically, Tesla has great onboard compute and it is a lagging feature. Have we talked about this? Like, it is so crazy that the LLM, like chatbot race is so intense and you open up the app store and it's ChatGPT, Claude, Gemini, ChatGPT, Gemini, Claude. And then even Grok is in the game. Meta has meta AI. Now, like everyone is training a foundation model or wrapping something and having a chat interface. And every company has an answer, has a solution. Apple is like the most far behind. They still have a ChatGPT integration. They're solving the Gemini thing and they're maybe like a year or two behind in terms of the knowledge retrieval use case. That is in such high demand. And if you have an iPhone, you get the ChatGPT app, the Claude app, the Gemini app. Like, you check that box really, really quickly, right? And so every tech company, micro copilot, like every company has had like an answer to like, how are you integrating LLMs? How are you answering questions? What's your chat interface like? Ramp has a chat interface. It's really good actually. And it works and it's implemented. And they're not five years behind, 10 years behind, but every car company is like 10 years behind Tesla. It's crazy that no one that they haven't been able to figure out how to just like clone FSD into Rivian. And GM has SuperCruise, which is nowhere near as effective. Because it only works on certain roads.
- [31:22]
C
SpaceX accelerates IPO timeline targets June 11th pricing on the NASDAQ. So they went with June 12th. Maybe they went with. It says June 11th. Reuters. We're less than a month out. And interesting that they're going with nasdaq. This would, I imagine, get them allocated into QQQ really quickly. And I know that was a priority.
- [31:48]
A
Bunch of ETFs.
- [31:49]
C
Yeah. During this. During this process.
- [31:51]
A
That will be exciting.
- [31:52]
C
ChatGPT launched personal finance features.
- [31:56]
A
Yes. And this was in partnership with Plaid, right?
- [31:59]
C
Yeah, I think Plaid's under the hood.
- [32:01]
A
This was really cool because we were talking.
- [32:02]
C
I'm playing around with it.
- [32:04]
A
We were talking to Zach about. We were like, oh, like, Like. I have to imagine that a lot of people are starting to use plaid alongside LLMs to suck in all of their personal financial data and sort of understand what they're spending things on and doing A lot of the, you know, there's a mint dot com. There's different services that can do little pieces here and there. There's a whole service that just figures out if you're subscribed to multiple things. I have two Netflix subscriptions. Let me consolidate that down. Even just knowing, okay, you're spending a lot on gas now or groceries, is this what you expected? All that can be helpful. And Zach was sort of quietly admitting that he has clearly been very AI pilled in conjunction with Plaid and had been wiring up all of his personal finances to dashboards that he's been building. And so I imagine that a lot of that was brought into this product. So excited to see people play around with it and ask questions. I like this cartoon from DLIP Rao in Context Learning and LLMs. Tyler, you can probably explain this. The man walks out with his robot to paint the fence, paints two full planks, starts painting the third plank, gives the paint bucket to the robot and says, continue. The robot says, got it. And as you scroll down, what did the robot do? Repeated the patterns perfectly. Not painting the third thing.
- [33:31]
D
It doesn't generalize.
- [33:32]
A
Doesn't generalize.
- [33:33]
D
It's a joke, I guess.
- [33:33]
A
Do you think this is possible? Do you think this is solvable?
- [33:36]
D
Yes.
- [33:37]
C
What time do eagles start hunting?
- [33:39]
A
What time do eagles start hunting? I don't know.
- [33:41]
C
Just after sunrise.
- [33:42]
A
Just after sunrise.
- [33:43]
C
What time do sharks start feeding?
- [33:45]
A
Just after sunrise.
- [33:46]
C
Dawn.
- [33:47]
A
Dawn. Okay. Okay.
- [33:49]
C
So if you want to be a shark or an eagle.
- [33:50]
A
Okay.
- [33:51]
C
Get up and get after it. Thanks for hanging out.
- [33:54]
A
Yeah.
- [33:54]
C
It's been really classic show. This feels like a fall 2020. It's a great show episode. We hope you enjoyed it.
- [34:02]
A
Leave us five stars on Apple Podcasts and Spotify. Sign up for a newsletter Tvpn.
- [34:06]
C
Com Hope you have a wonderful Monday weekend.
- [34:12]
A
Goodbye.