WEBVTT - Meta’s Muse Takes Center Stage - Week in Tech

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<v Speaker 1>Rita, Tasha, Taylor, I have to begin with an apology.

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<v Speaker 1>I've never done this before, but we're going to open

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<v Speaker 1>the show with a clip from the president.

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<v Speaker 2>The United States also totally rejects any attempt to construct

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<v Speaker 2>a globalist scheme to control for the artificial intelligence being

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<v Speaker 2>spoken of so much now, here and after officially called

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<v Speaker 2>super intelligence, changing the name. and that the use of

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<v Speaker 2>the word artificial makes intelligence fake. It makes it sound fake,

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<v Speaker 2>and it is not fake.

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<v Speaker 3>It's actually amazing.

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<v Speaker 1>Is he going to catch on?

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<v Speaker 3>Well, Mark Zuckerberg certainly hopes so. I mean, he's the

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<v Speaker 3>one writing all the superintelligence manifestos.

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<v Speaker 4>I agree with one part of what he said, which

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<v Speaker 4>is like intelligence is not artificial and we should just

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<v Speaker 4>call it intelligence. And also AI is a horrible term

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<v Speaker 4>in general. Like it's automation. It's software automation. We should

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<v Speaker 4>call it that. Like we should all stop using AI

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<v Speaker 4>as a term.

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<v Speaker 3>Maybe let's go back to machine learning.

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<v Speaker 5>Yes, I love machine learning.

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<v Speaker 1>Welcome to Tech Stuff. I'm Oz Voloshin, and this is

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<v Speaker 1>The Week in Tech, where I'm joined by the world's

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<v Speaker 1>most plugged-in reporters to break down what's really happening in

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<v Speaker 1>tech right now. Today, we're joined by Reid Arbogati, tech

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<v Speaker 1>editor for Semaphore, Taylor Lorenz of UserMag, and Natasha Tiku,

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<v Speaker 1>tech reporter at The Washington Post.

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<v Speaker 4>Welcome all.

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<v Speaker 3>Hey, guys. Thanks for having us.

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<v Speaker 4>Good to be here.

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<v Speaker 1>Great to see you all. You guys are on the

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<v Speaker 1>West Coast. I'm in New York City. where it's United

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<v Speaker 1>Nations General Assembly Week. So if you're in Midtown, it

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<v Speaker 1>takes at least two hours to get anywhere. But I've

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<v Speaker 1>got international politics. I really managed to avoid.

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<v Speaker 4>It this year.

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<v Speaker 1>I know you said you were going to come, but

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<v Speaker 1>I guess you managed to skip it.

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<v Speaker 4>I'm normally there. I suggest getting around by bike, but

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<v Speaker 4>that's when I lived there.

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<v Speaker 1>You can avoid all the traffic. I definitely don't have

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<v Speaker 1>your courage for just like in New York. But anyway,

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<v Speaker 1>international politics and diplomacy are, of course, top of mind

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<v Speaker 1>with UN Week happening. And President Xi is in Washington

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<v Speaker 1>for a state visit meeting Trump. Reid, let's start with

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<v Speaker 1>those two. What's on their agenda when it comes to AI?

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<v Speaker 1>And is the kind of concept of a race for supremacy,

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<v Speaker 1>the correct lens to be looking at this meeting through?

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<v Speaker 4>Yeah, I mean, partially, I think there's this sort of

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<v Speaker 4>game of chicken being played between, you know, people say

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<v Speaker 4>the US and China, I would say maybe it's California

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<v Speaker 4>and China. Who's you know, who's actually like, you know,

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<v Speaker 4>cares about safety, would the Chinese go along with agreement, etc, etc.

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<v Speaker 4>I think personally, the the likelihood of some sort of

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<v Speaker 4>agreement between the US and China to, to slow the,

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<v Speaker 4>you know, slow down or pace the frontier of AI

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<v Speaker 4>development is, is super unlikely. I just think it's, it's

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<v Speaker 4>also just so difficult to, you know, stop the the

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<v Speaker 4>advance in software, right? This is not like, chips that

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<v Speaker 4>you can't have export controls on software. It's just a

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<v Speaker 4>thing you can send over the internet. So I think

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<v Speaker 4>it's super unlikely. Of course, AI lab chiefs presented in

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<v Speaker 4>front of the UN, and they not surprisingly called for

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<v Speaker 4>some sort of vague regulation, an agreement between all the

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<v Speaker 4>nations to you know, to make sure that AI is safe.

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<v Speaker 4>And it's like, okay, we've heard this now, like, you know,

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<v Speaker 4>it's literally like every year, okay, like, do something about

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<v Speaker 4>this technology we're building. And I think, again, like the

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<v Speaker 4>message is just always wrong. The message should be, this

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<v Speaker 4>technology is coming, there will be effects on the world

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<v Speaker 4>because of this technology, you should go fix those things. Like,

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<v Speaker 4>you're not going to fix the underlying technology, like no

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<v Speaker 4>one's going to You know, no government is going to

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<v Speaker 4>be able to, you know, sort of like control the

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<v Speaker 4>release of AI models. They're only going to be able

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<v Speaker 4>to solve the problems that, you know, that come from

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<v Speaker 4>this technology, in my opinion.

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<v Speaker 1>Natasha, you're nodding.

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<v Speaker 5>Yeah, I mean, you know, read for UN general council member.

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<v Speaker 4>I think that, yeah, it's just....

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<v Speaker 5>No, I just feel I'm just glad to hear you

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<v Speaker 5>say that it's feels like a broken record because I

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<v Speaker 5>cannot take like pacing the frontier seriously. It's just a

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<v Speaker 5>different name for the same kind of vague gesturing at

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<v Speaker 5>we want regulation. And I feel like recently it's become,

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<v Speaker 5>you know, people have approached this very credulously Like the

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<v Speaker 5>labs are begging for regulation. They're begging for regulation. I'm like,

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<v Speaker 5>did we not all live through 2023? I mean, don't

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<v Speaker 5>we already know how anthropic and open AI start lobbying

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<v Speaker 5>behind the scenes, you know, once something happens. So it's just, um,

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<v Speaker 5>I mean, pacing the frontier, it's like, you couldn't write

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<v Speaker 5>it better to, to just like dial down the things

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<v Speaker 5>that were less palatable.

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<v Speaker 4>We should predict what next year's slogan is going to

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<v Speaker 4>be that says exactly the same thing.

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<v Speaker 1>Taylor, have you got any predictions?

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<v Speaker 3>Well, I just can't stop thinking of Mark Zuckerberg's t-shirt

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<v Speaker 3>that said, my love language is building things. So maybe

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<v Speaker 3>that's something that the AI companies can adopt.

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<v Speaker 1>On the Trump-Xi summit, obviously when Trump did his state

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<v Speaker 1>visit to China, he brought all the tech overlords with him.

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<v Speaker 1>And there was the famous incident of Jensen like intercepting

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<v Speaker 1>the plane in Canada. Did, did she bring any, any

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<v Speaker 1>Chinese tech overlords with him or is that.

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<v Speaker 4>One way traffic? Well, I think it's, I think it's

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<v Speaker 4>actually the opposite. I think China's actually trying to keep their, their, uh,

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<v Speaker 4>their tech people from leaving the country. If you, if

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<v Speaker 4>you've been following them, I mean, they are, they're literally

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<v Speaker 4>under house arrest in a lot of cases. Like you

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<v Speaker 4>remember Manus AI where, you know, Meta acquired this company

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<v Speaker 4>and then China said, no, actually, they sort of got

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<v Speaker 4>these people to come back to China and now won't

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<v Speaker 4>let them leave.

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<v Speaker 1>So, yeah, I don't think it's... They thought they were

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<v Speaker 1>safe in Singapore, right? In the Meta space.

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<v Speaker 4>They thought, right. Everyone was like moving their companies to

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<v Speaker 4>Singapore to try to not be Chinese companies. Well, it

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<v Speaker 4>turns out, you know, China had something to say about that.

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<v Speaker 4>And yeah, it's not quite the same. And, you know,

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<v Speaker 4>to be honest, it still amazes me. Honestly, this is

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<v Speaker 4>a bit of a tangent, but that that China is

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<v Speaker 4>able to do so much innovation under these circumstances. Could

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<v Speaker 4>you imagine if... I just can't see innovation happening in

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<v Speaker 4>the US if people were worried that if their company

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<v Speaker 4>was too successful, they were going to disappear, be put

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<v Speaker 4>on house arrest, and not be able to leave the country.

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<v Speaker 4>It's just unbelievable.

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<v Speaker 1>I agree with you, but it's also a different economic model.

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<v Speaker 1>I was reading a piece in The Times about exactly this,

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<v Speaker 1>and they wrote, China's playbook for AI mirrors the one

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<v Speaker 1>it used to dominate electric vehicles and solar panels, subsidies,

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<v Speaker 1>tax breaks, and research money. Obviously, in the US, it's

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<v Speaker 1>all about private capital and capital markets. How do you

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<v Speaker 1>all think that influences the actual development of the technology itself,

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<v Speaker 1>that difference in source of funding?

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<v Speaker 4>Well, historically, China's been, you know, it's been copycat, right?

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<v Speaker 4>You can certainly do this through, you know, sort of

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<v Speaker 4>getting IP and then sort of trying to copy what the,

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<v Speaker 4>what the U S is doing. But I think what's

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<v Speaker 4>surprising to me is it's not just copycat anymore. It's like,

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<v Speaker 4>there is, there is actual innovation happening. So, you know,

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<v Speaker 4>I suppose it's a, it's a good, I mean, and

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<v Speaker 4>not just in AI, right. I mean, we're like, China's

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<v Speaker 4>now surpassed the U S in clinical trials, for instance.

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<v Speaker 4>So there, so in biotech, you could argue like they're

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<v Speaker 4>pulling ahead. I mean, obviously that's, that would be a

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<v Speaker 4>controversial opinion, but you know, they're putting more money into

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<v Speaker 4>quantum computing, et cetera. So, you know, it's, um, Yeah.

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<v Speaker 4>It's just interesting. In the US, it's a different way.

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<v Speaker 4>In the US, I think one thing you left out

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<v Speaker 4>of the equation is academic research. The US has had

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<v Speaker 4>this system of government funds, blue sky academic research, discoveries happen.

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<v Speaker 4>And then we have a good system for spinning out

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<v Speaker 4>technology into the private sector and then funding that. And

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<v Speaker 4>of course, we're experimenting with shaking that snow globe and

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<v Speaker 4>just seeing what happens. But You know, it got us here. Yeah.

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<v Speaker 5>I mean, not the house arrest part, but in terms

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<v Speaker 5>of like knowing how the industry is functioned, having a

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<v Speaker 5>better sense of where capital is coming from, you know,

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<v Speaker 5>not having to be on the podcast circuit like constantly.

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<v Speaker 5>I mean, think about the amount of time that Sam

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<v Speaker 5>Altman spends on a stage. They could just be heads down.

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<v Speaker 4>Maybe that's it. They do work, supposedly work longer hours, right?

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<v Speaker 4>What is it, the 996. 996, yeah.

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<v Speaker 3>I'm skeptical of that. I think it's a LARP. Here

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<v Speaker 3>it's a LARP. Yeah, I meant here it's a LARP,

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<v Speaker 3>here in the U.S., not in China.

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<v Speaker 4>I think they really are working the 996 in China.

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<v Speaker 1>Does anyone know, does the safety discourse have any purchase

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<v Speaker 1>in China, like this Pacing the Frontier, AI Might Kill

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<v Speaker 1>Us All existential risk conversation? Is that a peculiarly American phenomenon,

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<v Speaker 1>or is there an equivalent sort of movement in China?

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<v Speaker 4>Actually, it is actually pretty American. to be honest. We

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<v Speaker 4>had a story about this yesterday. It's time before, from JD,

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<v Speaker 4>who I work with, on the fact that the US

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<v Speaker 4>is really... You talk to all these other countries and

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<v Speaker 4>people are pretty excited about AI, not super worried about

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<v Speaker 4>you know, everybody dying or being put out of work.

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<v Speaker 4>They're kind of like, oh, this is great. Like this

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<v Speaker 4>is going to create economic growth. It's going to help

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<v Speaker 4>us in education and healthcare in the US. It's like

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<v Speaker 4>a lot of fear. I think China certainly has some

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<v Speaker 4>concerns about AI though, because it's like, you know, But they're.

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<v Speaker 1>More about how might AI destabilize the Communist Party control

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<v Speaker 1>of the information ecosystem rather than how might AI kill us,

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<v Speaker 1>I think.

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<v Speaker 4>Yes, I think that's totally right.

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<v Speaker 5>I can imagine that it would be hard to port

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<v Speaker 5>over the AI safety discourse because so much of the

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<v Speaker 5>AI safety discourse is anti-China and extremely hawkish about, you know,

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<v Speaker 5>and justifies its existence in the U.S. by painting China

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<v Speaker 5>as the enemy and totalitarian and, you know, authoritarian. But

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<v Speaker 5>I do think there have been efforts, I mean, from

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<v Speaker 5>the effective altruist community, at least to like branch out

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<v Speaker 5>to other countries. I did find what I thought was

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<v Speaker 5>an AI safety org the other day. But yeah, I

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<v Speaker 5>would love to see more reporting on it. But yeah,

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<v Speaker 5>it would be quite challenging as a person living in China.

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<v Speaker 1>There was that Kurt Anderson book, How America Lost Its

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<v Speaker 1>Mind and kind of tracing the you know, the history

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<v Speaker 1>of the Protestant millennial cults basically who arrived and stuff.

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<v Speaker 1>And I mean, it is interesting whether it's just like,

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<v Speaker 1>whether the whole like AI doom thing is like a

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<v Speaker 1>kind of political power slash fundraising thing, whether there's something

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<v Speaker 1>more fundamental about how it interacts with like the depths

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<v Speaker 1>of the American psyche as a non-American I'm curious about.

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<v Speaker 4>We are obsessed with like apocalypse stories and stuff, right?

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<v Speaker 3>Yes. And this is like, yeah, this is an apocalyptic,

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<v Speaker 3>Doomer cult. It's a doomsday cult. And I actually think

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<v Speaker 3>like America has a lot of doomsday cults and I'm

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<v Speaker 3>not sure China has many.

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<v Speaker 4>That's true. But we haven't seen like a David Koresh

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<v Speaker 4>of AI, you know, like when is that going to happen?

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<v Speaker 3>Oh, we've got Yudkowsky.

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<v Speaker 1>On a slightly more practical matter, China has poured $ 150

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<v Speaker 1>billion over the last decade into trying to cultivate its

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<v Speaker 1>domestic chip manufacturing capabilities. And even the head of DeepSeek

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<v Speaker 1>recently said that the export controls on chips are actually

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<v Speaker 1>holding China's AI development back. Does anyone know, like, how

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<v Speaker 1>are the, how's it going? Like, are they getting any

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<v Speaker 1>closer to having competitive domestic chip manufacturing?

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<v Speaker 4>I think if you listen to, you know, certain chip

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<v Speaker 4>company lobbyists, they are. But I think, I think it's,

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<v Speaker 4>I'm somewhat skeptical. Like, you know, they've, again, like, been

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<v Speaker 4>very innovative, actually, like this is this is one of

0:12:37.630 --> 0:12:40.849
<v Speaker 4>the things like the scarcity creates innovation. That's deep seek

0:12:40.870 --> 0:12:42.569
<v Speaker 4>is a great example of that. But it's happening on

0:12:42.590 --> 0:12:45.449
<v Speaker 4>the chip side as well. Like Huawei is building these,

0:12:45.910 --> 0:12:48.990
<v Speaker 4>you know, these data centers, and they're, you know, doing

0:12:49.050 --> 0:12:52.250
<v Speaker 4>really cool stuff with memory to try to get around, like,

0:12:52.330 --> 0:12:55.990
<v Speaker 4>you know, the these bands to get gains on memory,

0:12:56.010 --> 0:12:59.400
<v Speaker 4>if for lack of the, you know, the actual chip technology,

0:12:59.820 --> 0:13:02.380
<v Speaker 4>but like, then you talk to people and you know,

0:13:02.440 --> 0:13:05.380
<v Speaker 4>who work on this stuff in China, they're like, I mean,

0:13:05.880 --> 0:13:08.500
<v Speaker 4>we would absolutely use NVIDIA if we could. Like, there's

0:13:08.540 --> 0:13:12.200
<v Speaker 4>just no comparison. So it's like, when is it actually,

0:13:12.220 --> 0:13:14.640
<v Speaker 4>you know, when are they going to catch up? Will

0:13:14.660 --> 0:13:19.370
<v Speaker 4>they catch up? Like, I, you know, it seems like

0:13:19.410 --> 0:13:21.950
<v Speaker 4>they're just perpetually a little behind, essentially.

0:13:22.250 --> 0:13:22.709
<v Speaker 3>For now.

0:13:23.330 --> 0:13:25.750
<v Speaker 1>For now. And the UN, I mean, you know, one

0:13:25.790 --> 0:13:28.630
<v Speaker 1>of the, you know, outside the US and China, you

0:13:28.650 --> 0:13:33.120
<v Speaker 1>have the Europeans always. And some of the discourse was around, okay,

0:13:33.140 --> 0:13:35.340
<v Speaker 1>we need to, We need to get, you know, tech

0:13:35.360 --> 0:13:39.040
<v Speaker 1>sovereignty in Europe. And several UN agencies talked about looking

0:13:39.080 --> 0:13:42.489
<v Speaker 1>to diversify away from US AI products. Is this just

0:13:42.550 --> 0:13:46.089
<v Speaker 1>like throat clearing and kind of gestural noises? Or is

0:13:46.110 --> 0:13:48.150
<v Speaker 1>there anything like that they could actually do?

0:13:48.650 --> 0:13:51.010
<v Speaker 5>I think that there has been an effort to talk

0:13:51.090 --> 0:13:55.579
<v Speaker 5>about the middle powers and how the middle powers need

0:13:55.620 --> 0:13:57.400
<v Speaker 5>to get in the game. But I thought the only

0:13:57.460 --> 0:14:03.150
<v Speaker 5>advice given to them was like, say yes to data centers. So... Yeah,

0:14:03.309 --> 0:14:05.770
<v Speaker 5>so I don't really know, but I do think that

0:14:05.809 --> 0:14:11.000
<v Speaker 5>there has been more drumbeat of, hey, you can't just

0:14:11.540 --> 0:14:16.560
<v Speaker 5>sit around while other world powers are preparing to divvy

0:14:16.640 --> 0:14:20.410
<v Speaker 5>up the world economy into two.

0:14:21.380 --> 0:14:23.380
<v Speaker 4>On that sovereignty, I think I thought it was interesting.

0:14:23.420 --> 0:14:27.060
<v Speaker 4>There was a story out of the UAE that when

0:14:27.580 --> 0:14:32.880
<v Speaker 4>Iran bombed those AWS data centers, they couldn't recover some

0:14:33.260 --> 0:14:36.070
<v Speaker 4>of the data because, you know, it was like in

0:14:36.140 --> 0:14:39.170
<v Speaker 4>one location because they didn't want it to be, you know,

0:14:39.190 --> 0:14:42.190
<v Speaker 4>they wanted data sovereignty, right? So they didn't want it

0:14:42.230 --> 0:14:45.979
<v Speaker 4>to leave the country. Well, it turns out like, well, not,

0:14:46.050 --> 0:14:49.020
<v Speaker 4>not models. This was like sort of not AI related.

0:14:49.060 --> 0:14:51.940
<v Speaker 4>It was just data really, you know, like data centers

0:14:51.980 --> 0:14:55.220
<v Speaker 4>in the traditional sense of data centers. But like, Yeah,

0:14:55.280 --> 0:14:58.420
<v Speaker 4>they didn't. I was like, oh, that's interesting. Like, if

0:14:58.820 --> 0:15:00.420
<v Speaker 4>you're like a little country and you're like, I want

0:15:00.440 --> 0:15:04.120
<v Speaker 4>all my data in my country, it's actually like more

0:15:04.160 --> 0:15:07.160
<v Speaker 4>susceptible to, you know, you don't have as much data redundancy,

0:15:07.340 --> 0:15:09.760
<v Speaker 4>which I thought was kind of an interesting one on

0:15:09.800 --> 0:15:10.260
<v Speaker 4>that point.

0:15:19.490 --> 0:15:23.170
<v Speaker 1>When we come back, Meta's release of Muse. and their

0:15:23.190 --> 0:15:26.600
<v Speaker 1>stock price up 40% in the last month. Did we

0:15:26.640 --> 0:15:28.040
<v Speaker 1>count them out too early?

0:15:28.080 --> 0:15:28.470
<v Speaker 4>Stay with us.

0:15:38.880 --> 0:15:40.840
<v Speaker 1>So it's been a minute since we talked about consumer

0:15:40.960 --> 0:15:42.620
<v Speaker 1>tech on The Week in Tech. In fact, we just

0:15:42.660 --> 0:15:47.740
<v Speaker 1>talked about AI and AI extinction basically nonstop since Hugging Face.

0:15:49.760 --> 0:15:52.840
<v Speaker 1>So a little bit of a breather before maybe a

0:15:52.900 --> 0:15:58.310
<v Speaker 1>brief one. Has Meta finally made a useful AI product, Natasha?

0:15:58.990 --> 0:16:01.530
<v Speaker 5>I mean, I looked at the App Store this morning

0:16:01.690 --> 0:16:04.530
<v Speaker 5>and Muse is at the top of the charts. I

0:16:04.550 --> 0:16:08.350
<v Speaker 5>know that's very easily gamed, but it does seem like

0:16:09.130 --> 0:16:14.060
<v Speaker 5>people have gravitated towards using it and embracing it. And

0:16:14.100 --> 0:16:18.229
<v Speaker 5>then Mark Zuckerberg released a little or demoed on stage

0:16:18.270 --> 0:16:21.890
<v Speaker 5>this little Tamagotchi. Did you guys see this?

0:16:22.270 --> 0:16:26.570
<v Speaker 3>Yeah, it's basically like a little pendant that the Muse

0:16:26.610 --> 0:16:30.050
<v Speaker 3>kind of like lives inside the AI agent. It's very similar,

0:16:30.150 --> 0:16:34.700
<v Speaker 3>I thought, to that pendant friend, which people were boycotting

0:16:35.000 --> 0:16:37.600
<v Speaker 3>and trashing the billboards of. But I guess if you

0:16:37.640 --> 0:16:41.120
<v Speaker 3>put like a little creature as the face of this

0:16:41.220 --> 0:16:42.720
<v Speaker 3>AI agent, people aren't as bad.

0:16:43.140 --> 0:16:45.020
<v Speaker 1>Just back up a second there. What is Muse?

0:16:45.840 --> 0:16:49.740
<v Speaker 5>Muse is just, it's a consumer AI agent that, Meta

0:16:49.780 --> 0:16:55.220
<v Speaker 5>has set it up to be more accessible to the masses.

0:16:55.280 --> 0:16:59.710
<v Speaker 5>You go in, you're already connected to your Instagram and

0:16:59.750 --> 0:17:04.230
<v Speaker 5>your Facebook, and you can ask it to do stuff

0:17:04.290 --> 0:17:08.649
<v Speaker 5>for you. But every useful thing requires turning over so

0:17:08.830 --> 0:17:12.360
<v Speaker 5>much data to Meta. They have like a little YouTube

0:17:12.400 --> 0:17:14.760
<v Speaker 5>short commercial for it. And the second or third thing

0:17:14.780 --> 0:17:17.990
<v Speaker 5>the guy suggested was his bank account. Like, I just,

0:17:18.430 --> 0:17:21.409
<v Speaker 5>they have a lot of safeguards in place, you know,

0:17:21.450 --> 0:17:24.030
<v Speaker 5>where they can't charge your credit card for a certain reason,

0:17:24.190 --> 0:17:27.260
<v Speaker 5>but it's just, I don't know. I find these so

0:17:28.040 --> 0:17:32.859
<v Speaker 5>frustrating because A, it feels like a problem of the

0:17:32.940 --> 0:17:37.100
<v Speaker 5>tech industry's own making, the lack of interoperability, like the

0:17:37.140 --> 0:17:40.100
<v Speaker 5>fact that these can't, like, do you need generative AI

0:17:40.180 --> 0:17:44.649
<v Speaker 5>in order for somebody to get access to your Spotify interface? No,

0:17:44.830 --> 0:17:48.730
<v Speaker 5>I don't think so. I mean, the conversational requests for sure.

0:17:48.859 --> 0:17:53.980
<v Speaker 5>But I mean, yeah. So I have seen accounts where

0:17:54.000 --> 0:17:57.480
<v Speaker 5>people turned over their Gmail, their bank account, various other things.

0:17:57.500 --> 0:17:58.480
<v Speaker 3>Their bank account.

0:17:59.140 --> 0:17:59.500
<v Speaker 2>Useful.

0:17:59.580 --> 0:18:03.040
<v Speaker 5>Yeah. The New York Times, Eli in the Times, like

0:18:03.380 --> 0:18:05.230
<v Speaker 5>just gave it everything and said he loved it.

0:18:05.240 --> 0:18:06.540
<v Speaker 4>I loved it.

0:18:06.570 --> 0:18:07.750
<v Speaker 1>He said it's the most useful.

0:18:08.030 --> 0:18:09.190
<v Speaker 4>Have you used it, Taylor?

0:18:09.330 --> 0:18:10.170
<v Speaker 3>I'm a muser.

0:18:10.190 --> 0:18:10.270
<v Speaker 6>Yeah.

0:18:13.660 --> 0:18:15.700
<v Speaker 3>I would not give it access to my bank account.

0:18:16.600 --> 0:18:18.750
<v Speaker 5>But what about your Gmail? Did you do Gmail?

0:18:19.090 --> 0:18:23.750
<v Speaker 3>Girl, I've given instinct test access to my Gmail. I know.

0:18:23.770 --> 0:18:25.429
<v Speaker 3>The thing is, you know what the thing is. So

0:18:25.450 --> 0:18:29.260
<v Speaker 3>I wrote a piece in 2019 for the Atlantic called

0:18:29.359 --> 0:18:34.149
<v Speaker 3>Inbox Infinity. And I talked about effectively how like. Email

0:18:34.230 --> 0:18:36.560
<v Speaker 3>is just this like flood. It's like a feed that

0:18:36.600 --> 0:18:39.160
<v Speaker 3>I check sometimes, but I get like thousands of emails

0:18:39.220 --> 0:18:42.300
<v Speaker 3>a day, especially since I've gone independent. I've only ever

0:18:42.400 --> 0:18:46.120
<v Speaker 3>used my Gmail, even when I worked in mainstream media.

0:18:46.160 --> 0:18:49.070
<v Speaker 3>So like I just, my inbox is unusable. I get,

0:18:49.150 --> 0:18:53.690
<v Speaker 3>it's like, I would say 70% PR spam. And what

0:18:53.780 --> 0:18:56.920
<v Speaker 3>I have found to be helpful is sort of like

0:18:57.720 --> 0:18:59.899
<v Speaker 3>these AI agents are letting me treat my email as

0:18:59.920 --> 0:19:01.940
<v Speaker 3>like a database almost where I can just say like, hey,

0:19:02.020 --> 0:19:04.140
<v Speaker 3>go in and find me something. I actually was trying

0:19:04.160 --> 0:19:06.520
<v Speaker 3>to find people that do PR for data centers this

0:19:06.560 --> 0:19:09.330
<v Speaker 3>week for a freelance thing. And I said, can you

0:19:09.350 --> 0:19:11.470
<v Speaker 3>just go in my, I'm sure these people have pitched

0:19:11.510 --> 0:19:14.450
<v Speaker 3>me and it found the contact number. So I think

0:19:14.510 --> 0:19:19.030
<v Speaker 3>it's useful for that part. Yeah, I would not let

0:19:19.070 --> 0:19:22.630
<v Speaker 3>it like let make purchases. I don't trust meta, you know,

0:19:23.050 --> 0:19:24.670
<v Speaker 3>in a lot of ways, I don't trust meta with

0:19:24.710 --> 0:19:26.750
<v Speaker 3>my data, but also meta has so much data on me.

0:19:26.830 --> 0:19:29.689
<v Speaker 3>And that also has been revealing using Muse. Like you

0:19:29.710 --> 0:19:31.889
<v Speaker 3>can have it do all this stuff with your Instagram account.

0:19:32.170 --> 0:19:34.550
<v Speaker 3>It does have like, you know, if you've been a

0:19:34.570 --> 0:19:36.389
<v Speaker 3>long time user of meta products, probably like all of

0:19:36.450 --> 0:19:39.770
<v Speaker 3>us since college, like meta already has a lot of

0:19:39.869 --> 0:19:43.359
<v Speaker 3>useful data that the agent can kind of pull from. So,

0:19:43.920 --> 0:19:45.919
<v Speaker 3>you know, as opposed to something like instinct where it

0:19:45.960 --> 0:19:49.090
<v Speaker 3>doesn't have that long sort of, you know, knowledge about you.

0:19:49.820 --> 0:19:49.939
<v Speaker 4>I do.

0:19:50.000 --> 0:19:53.340
<v Speaker 5>Did try to get it to unfollow brands on my Instagram,

0:19:53.500 --> 0:19:54.900
<v Speaker 5>and it can't do that.

0:19:55.010 --> 0:19:56.370
<v Speaker 3>Oh, I didn't ask it to do that.

0:19:56.410 --> 0:19:57.250
<v Speaker 1>Computer says no.

0:19:58.830 --> 0:20:01.970
<v Speaker 4>I think the more useful these things are, the more

0:20:02.030 --> 0:20:04.490
<v Speaker 4>risk you have to take. I think that's just like

0:20:04.550 --> 0:20:09.790
<v Speaker 4>the general rule. And It's basically OpenClaw. It's essentially what

0:20:09.830 --> 0:20:12.050
<v Speaker 4>Muse is, right? It's OpenClaw, but it's like running in

0:20:12.070 --> 0:20:14.909
<v Speaker 4>the cloud and Meta's done some stuff to try to

0:20:14.970 --> 0:20:18.230
<v Speaker 4>keep the guardrails on, which effectively does mean.

0:20:18.250 --> 0:20:20.730
<v Speaker 1>Did they buy OpenClaw or did OpenAI buy OpenClaw?

0:20:20.770 --> 0:20:24.520
<v Speaker 4>They didn't buy it, but they hired Peter Steinberger, who

0:20:24.660 --> 0:20:29.459
<v Speaker 4>created it, because it's open source. It's an open source protocol.

0:20:30.820 --> 0:20:34.490
<v Speaker 4>But everybody kind of stopped using OpenClaw and... I would

0:20:34.570 --> 0:20:38.530
<v Speaker 4>predict that that will happen with Muse. I think Muse,

0:20:38.609 --> 0:20:41.710
<v Speaker 4>it's a great idea and people are downloading it. That's

0:20:41.730 --> 0:20:43.929
<v Speaker 4>why it's high up in the app store. Are they

0:20:44.050 --> 0:20:48.129
<v Speaker 4>actually going to continue using it? I actually, I downloaded it.

0:20:48.260 --> 0:20:52.200
<v Speaker 4>I connected it to email. Interestingly, it wouldn't connect to

0:20:52.960 --> 0:20:56.460
<v Speaker 4>this Outlist personal Outlook account because it's on an enterprise

0:20:56.540 --> 0:20:59.020
<v Speaker 4>thing that I'd set up. So it's like, it's funny.

0:20:59.060 --> 0:21:02.060
<v Speaker 4>It's like so consumer. But it was like, it suggested

0:21:02.119 --> 0:21:05.570
<v Speaker 4>like this workaround which then I ran through chat GPT

0:21:05.590 --> 0:21:06.950
<v Speaker 4>and I was like, is this a good idea? And

0:21:06.970 --> 0:21:08.510
<v Speaker 4>it was like, yeah, that's like the old way of

0:21:08.550 --> 0:21:12.450
<v Speaker 4>doing it. I'm like, okay. So, you know, I, I

0:21:12.490 --> 0:21:15.449
<v Speaker 4>think eventually I think most people will, will not, I,

0:21:16.190 --> 0:21:18.930
<v Speaker 4>this is the thing because it's like not there yet.

0:21:18.970 --> 0:21:20.910
<v Speaker 4>The technology is just not there yet to like get

0:21:21.020 --> 0:21:23.480
<v Speaker 4>everything done for you. I think a lot of people

0:21:23.500 --> 0:21:26.500
<v Speaker 4>will like, they'll try it out. It'll be interesting, but

0:21:26.619 --> 0:21:30.660
<v Speaker 4>ultimately they'll, they'll, the usage will wane on this one.

0:21:30.740 --> 0:21:33.500
<v Speaker 4>It's like, it's kind of like a gen one. But

0:21:33.560 --> 0:21:35.980
<v Speaker 4>someone eventually will figure out consumer.

0:21:36.000 --> 0:21:38.420
<v Speaker 1>Are you sure it's not this one? I mean, Eli

0:21:38.440 --> 0:21:40.140
<v Speaker 1>Tan is saying in the Times, this is the best

0:21:40.220 --> 0:21:41.139
<v Speaker 1>AI app he's ever used.

0:21:41.220 --> 0:21:42.159
<v Speaker 3>It's not the best AI.

0:21:42.840 --> 0:21:47.979
<v Speaker 4>I'm not sure, but I just don't think like my

0:21:48.070 --> 0:21:50.590
<v Speaker 4>spidey sense is a tech reporter says this isn't it.

0:21:51.070 --> 0:21:54.090
<v Speaker 4>I personally, I mean, I have like, you know, codecs

0:21:54.150 --> 0:21:57.570
<v Speaker 4>set up and it's like much more useful. But like

0:21:58.070 --> 0:22:00.490
<v Speaker 4>maybe if I really worked on Muse, I could get

0:22:00.530 --> 0:22:01.630
<v Speaker 4>it to be at that level.

0:22:02.020 --> 0:22:04.350
<v Speaker 3>But I think none of them are at that level.

0:22:04.480 --> 0:22:06.250
<v Speaker 3>And I use Grokbot too. I feel like I try

0:22:06.310 --> 0:22:07.990
<v Speaker 3>every single one of these things. None of them are

0:22:08.010 --> 0:22:11.590
<v Speaker 3>at that level. I think the question, and Reid kind

0:22:11.630 --> 0:22:14.830
<v Speaker 3>of alluded to this, but I think the question is like,

0:22:15.109 --> 0:22:17.729
<v Speaker 3>do people need these agents? Like there's been a lot

0:22:17.760 --> 0:22:20.399
<v Speaker 3>of discourse this week. Ben Thompson was saying that like,

0:22:20.440 --> 0:22:22.540
<v Speaker 3>you know, people don't really want to be productive in

0:22:22.580 --> 0:22:25.740
<v Speaker 3>their personal life. Like, These agent systems are much more

0:22:25.780 --> 0:22:29.380
<v Speaker 3>valuable for work. And I saw another really good tweet.

0:22:29.420 --> 0:22:31.160
<v Speaker 3>I can't remember who posted it about sort of travel

0:22:31.220 --> 0:22:34.369
<v Speaker 3>planning and how so much of travel planning, which is

0:22:34.450 --> 0:22:37.050
<v Speaker 3>one of the primary use cases that these companies continue

0:22:37.070 --> 0:22:41.270
<v Speaker 3>to use in their marketing, is enjoyable. And people like thinking, yeah,

0:22:41.310 --> 0:22:41.550
<v Speaker 3>the hotel.

0:22:41.570 --> 0:22:42.650
<v Speaker 1>It's pleasurable, yeah, yeah.

0:22:43.300 --> 0:22:44.379
<v Speaker 4>It's funny, those demos.

0:22:44.500 --> 0:22:48.040
<v Speaker 3>Yeah, it's like, I just, I'm actually not convinced that

0:22:48.080 --> 0:22:52.060
<v Speaker 3>there is a strong consumer use case in general outside

0:22:52.080 --> 0:22:54.520
<v Speaker 3>of like, help me make sense of this horrible inbox

0:22:54.540 --> 0:22:55.320
<v Speaker 3>that I have, you know?

0:22:55.900 --> 0:22:58.220
<v Speaker 4>I saw you retweet Ben Thompson on this and I've

0:22:58.330 --> 0:23:01.169
<v Speaker 4>heard him say this several times. I totally disagree with

0:23:01.210 --> 0:23:03.730
<v Speaker 4>that though. Like, I don't know what planet Ben Thompson

0:23:03.790 --> 0:23:08.070
<v Speaker 4>is living on, but like, I mean, are like, my

0:23:08.150 --> 0:23:11.169
<v Speaker 4>family like stuff is like such a mess with like

0:23:11.250 --> 0:23:13.020
<v Speaker 4>two kids. I mean, maybe if you're like a young

0:23:13.080 --> 0:23:15.899
<v Speaker 4>single person, like, which I don't think Ben Thompson is,

0:23:15.940 --> 0:23:17.060
<v Speaker 4>but like the.

0:23:17.040 --> 0:23:19.399
<v Speaker 3>Family stuff is real. The family stuff is real. Cause

0:23:19.480 --> 0:23:20.700
<v Speaker 3>moms are embracing it.

0:23:21.020 --> 0:23:24.159
<v Speaker 4>We are like drowning. I mean, our family is drowning.

0:23:24.200 --> 0:23:26.560
<v Speaker 4>Like I build, I like to build like web apps

0:23:26.619 --> 0:23:30.060
<v Speaker 4>for like specific purposes and stuff. So that like, I

0:23:30.080 --> 0:23:32.540
<v Speaker 4>have multiple times like gone to the grocery store and

0:23:32.560 --> 0:23:34.760
<v Speaker 4>then just like left the groceries sitting in my car.

0:23:34.820 --> 0:23:39.680
<v Speaker 4>Cause it's just like, I can't even handle that crap. Like, It's, it's, it's,

0:23:40.320 --> 0:23:42.640
<v Speaker 4>I may have dementia. I might've been hit too many times.

0:23:46.330 --> 0:23:48.770
<v Speaker 5>I was just going to say Katie Nantopoulos did a

0:23:48.810 --> 0:23:52.230
<v Speaker 5>good version of this and she tried to like turn

0:23:52.330 --> 0:23:54.830
<v Speaker 5>over all of her stuff. And she said specifically, it

0:23:54.869 --> 0:23:57.970
<v Speaker 5>was the parenting apps, like the school apps. Like one

0:23:58.030 --> 0:24:00.449
<v Speaker 5>was parent square, which I also have to use. Now

0:24:00.510 --> 0:24:04.730
<v Speaker 5>my kid's new teacher uses class dojo. I would love

0:24:04.830 --> 0:24:08.460
<v Speaker 5>to be able to automate that. And those still don't work.

0:24:08.700 --> 0:24:11.660
<v Speaker 4>I've automated it. They don't have an API, but I've

0:24:11.720 --> 0:24:14.810
<v Speaker 4>automated it by using the email. I take the emails

0:24:14.830 --> 0:24:16.350
<v Speaker 4>because you can get them to send you an email

0:24:16.410 --> 0:24:19.330
<v Speaker 4>for everything. But parent square is totally automated for me

0:24:19.350 --> 0:24:21.470
<v Speaker 4>at this point. Like I have a voice. I have

0:24:21.490 --> 0:24:24.950
<v Speaker 4>a voice chat like that basically is like parent square

0:24:25.050 --> 0:24:28.050
<v Speaker 4>and like team snap and like all these things like

0:24:28.109 --> 0:24:29.389
<v Speaker 4>it just puts it all together.

0:24:30.119 --> 0:24:34.620
<v Speaker 5>Well, my solution has been that, um, is, um, learned helplessness.

0:24:35.040 --> 0:24:37.980
<v Speaker 5>I am like a bad dad and I just like,

0:24:38.080 --> 0:24:42.159
<v Speaker 5>don't get the notifications. Um, so I don't know if

0:24:42.220 --> 0:24:45.590
<v Speaker 5>I want it to be so, um, accessible, but it

0:24:45.650 --> 0:24:47.470
<v Speaker 5>would be nice to have one place to look.

0:24:47.550 --> 0:24:47.770
<v Speaker 2>Okay.

0:24:47.790 --> 0:24:50.770
<v Speaker 5>So I'll get read to come over, read for press,

0:24:50.970 --> 0:24:55.310
<v Speaker 5>read for UN general counsel and it support at my house.

0:24:55.670 --> 0:24:58.740
<v Speaker 4>Every parent should be using this stuff. Every parent should.

0:24:58.700 --> 0:25:02.199
<v Speaker 1>Like, I had something worse than forgetting my groceries in

0:25:02.240 --> 0:25:05.480
<v Speaker 1>the car yesterday. I managed to lose my key at

0:25:05.540 --> 0:25:09.120
<v Speaker 1>some point during the day, and the doorbell is also

0:25:09.160 --> 0:25:10.830
<v Speaker 1>broken in my house, so I couldn't wake my wife up,

0:25:10.859 --> 0:25:13.199
<v Speaker 1>so I had to go and stay in a hotel,

0:25:13.240 --> 0:25:14.220
<v Speaker 1>which was very depressing.

0:25:14.240 --> 0:25:15.050
<v Speaker 4>Oh, my God. Wow.

0:25:15.109 --> 0:25:18.710
<v Speaker 1>I don't think AI could have helped me with that, unfortunately.

0:25:19.609 --> 0:25:23.189
<v Speaker 1>But coming back to Meta, I mean, who is Alexander Wang,

0:25:23.230 --> 0:25:27.350
<v Speaker 1>and is he vital to Meta's kind of perceived resurgence?

0:25:27.369 --> 0:25:27.590
<v Speaker 3>Yeah.

0:25:28.430 --> 0:25:32.040
<v Speaker 4>Well, he, he's definitely worked on the logo. Like he met,

0:25:32.080 --> 0:25:34.600
<v Speaker 4>he was tweeting about how all the other AI logos

0:25:34.640 --> 0:25:38.199
<v Speaker 4>look like buttholes and there's doesn't, it's just a squiggly line.

0:25:38.460 --> 0:25:41.680
<v Speaker 4>So that doesn't answer your question though.

0:25:41.740 --> 0:25:48.680
<v Speaker 6>Maybe he's the former CEO or, and co-founder of scale AI,

0:25:48.740 --> 0:25:51.980
<v Speaker 6>the company that, you know, works with contractors to help

0:25:52.060 --> 0:25:58.030
<v Speaker 6>do like data labeling, um, reinforcement learning training environments, that

0:25:58.109 --> 0:25:59.609
<v Speaker 6>kind of like.

0:25:59.890 --> 0:26:05.939
<v Speaker 5>Quasi sweatshop, new content moderator type stuff. And he was- Natasha.

0:26:05.950 --> 0:26:08.619
<v Speaker 4>They're paying PhDs now to do this. I'm sorry.

0:26:08.780 --> 0:26:11.960
<v Speaker 5>Yeah, sorry. Well, are they? I think like Merkur and

0:26:12.000 --> 0:26:12.320
<v Speaker 5>the others.

0:26:12.340 --> 0:26:12.770
<v Speaker 4>Yeah, they are.

0:26:12.780 --> 0:26:16.359
<v Speaker 5>But in any case, how do you even put it?

0:26:16.500 --> 0:26:22.560
<v Speaker 5>He was acquired for 14 billion. He's basically the figurehead

0:26:22.680 --> 0:26:27.050
<v Speaker 5>of meta superintelligence. And he was taking a really big

0:26:27.109 --> 0:26:31.880
<v Speaker 5>victory lap after Muse yesterday. And I think it might

0:26:31.900 --> 0:26:35.140
<v Speaker 5>have been a little too early. But Meta has been

0:26:35.260 --> 0:26:38.540
<v Speaker 5>so behind the ball. And I think he's helped Mark

0:26:38.600 --> 0:26:40.600
<v Speaker 5>feel like a little swagged out as well.

0:26:41.440 --> 0:26:43.400
<v Speaker 3>I was going to say, I feel like so much

0:26:43.460 --> 0:26:46.140
<v Speaker 3>of him is branding. This guy, I don't think he

0:26:46.400 --> 0:26:49.530
<v Speaker 3>is a genius in the AI world. I don't think

0:26:49.570 --> 0:26:54.720
<v Speaker 3>he's a brilliant, like... you know, sort of forward-thinking mind necessarily.

0:26:54.740 --> 0:26:57.619
<v Speaker 3>And he's brilliant. I'm not saying Alexander's not smart, but

0:26:57.660 --> 0:27:00.030
<v Speaker 3>I'm just saying, like, I think a lot of what

0:27:00.070 --> 0:27:03.750
<v Speaker 3>he brings to Meta is this, like, Gen Z energy. And, like,

0:27:03.790 --> 0:27:05.790
<v Speaker 3>he was tweeting about, like, you know, the Crocs and

0:27:05.810 --> 0:27:07.970
<v Speaker 3>the hunting shirt that he wore on stage. And, like,

0:27:08.310 --> 0:27:11.890
<v Speaker 3>he's posting memes all day. And I think like for meta,

0:27:11.930 --> 0:27:14.850
<v Speaker 3>which has this horrible image and Zuckerberg, which has this

0:27:14.990 --> 0:27:17.710
<v Speaker 3>horrible image, like that nobody trusts, like for them to

0:27:17.750 --> 0:27:22.470
<v Speaker 3>have this sort of like Gen Z relatable hyper online face,

0:27:23.130 --> 0:27:27.180
<v Speaker 3>I think is, is it's valuable for, for potential muse adoption.

0:27:28.000 --> 0:27:31.560
<v Speaker 4>Yeah. Like he's not the AI researcher type, like the

0:27:31.680 --> 0:27:34.620
<v Speaker 4>Ilya or someone like that. He's like, you know, the genius,

0:27:34.820 --> 0:27:37.210
<v Speaker 4>but it, But now that they're coming out with these products,

0:27:37.369 --> 0:27:39.770
<v Speaker 4>it makes a lot more sense that they acquired him

0:27:39.790 --> 0:27:44.390
<v Speaker 4>because they're not, it's ultimately not like cutting edge technology

0:27:44.470 --> 0:27:46.910
<v Speaker 4>so much. I mean, they're, of course, all these models are,

0:27:46.970 --> 0:27:49.020
<v Speaker 4>but you know, it's not like on the frontier. But

0:27:49.560 --> 0:27:51.440
<v Speaker 4>what they're doing is they're trying to build this like

0:27:51.520 --> 0:27:56.740
<v Speaker 4>consumer ecosystem that ties hardware together with LLMs and makes

0:27:56.800 --> 0:27:59.970
<v Speaker 4>these useful consumer products. it remains to be seen whether

0:28:00.010 --> 0:28:02.590
<v Speaker 4>that will ultimately be successful. I kind of wonder why

0:28:02.650 --> 0:28:05.310
<v Speaker 4>Google's not really making a push to try to do this,

0:28:05.810 --> 0:28:09.290
<v Speaker 4>but you know, I like that idea. Like I, I, I, again,

0:28:09.390 --> 0:28:13.020
<v Speaker 4>disagree with Ben Thompson that there's like no consumer application here.

0:28:13.080 --> 0:28:15.480
<v Speaker 4>Like I think this is, this stuff could be great,

0:28:15.900 --> 0:28:17.840
<v Speaker 4>but it's, it's going to take, I think a lot

0:28:17.859 --> 0:28:18.320
<v Speaker 4>more time.

0:28:19.060 --> 0:28:21.540
<v Speaker 5>I mean, I think they've done a terrible job, like

0:28:21.640 --> 0:28:25.510
<v Speaker 5>trying to relate to normal people and articulating in use

0:28:25.530 --> 0:28:27.369
<v Speaker 5>case for them, or even just like going out and

0:28:27.390 --> 0:28:30.370
<v Speaker 5>seeing how they're, users are doing it. And they're so,

0:28:30.510 --> 0:28:32.820
<v Speaker 5>I mean, they do pay a lot of women influencers,

0:28:32.880 --> 0:28:36.260
<v Speaker 5>but you know, for, for content, but they're so behind.

0:28:36.280 --> 0:28:39.280
<v Speaker 5>I mean, the other interesting thing that was like theorized

0:28:39.360 --> 0:28:43.480
<v Speaker 5>around the time of the scale AI acquisition, Aqua hire

0:28:44.000 --> 0:28:50.370
<v Speaker 5>was that, um, as, as a company that was helping Google, um,

0:28:52.130 --> 0:28:56.820
<v Speaker 5>open AI, anthropic, like everybody do post-training and other parts

0:28:56.960 --> 0:29:00.900
<v Speaker 5>of the development process, possibly, that he would have had

0:29:00.920 --> 0:29:03.560
<v Speaker 5>a lot of ideas about like, who's good, how are,

0:29:03.640 --> 0:29:06.920
<v Speaker 5>you know, what's consensus in, on the frontier, which Meta

0:29:06.980 --> 0:29:10.120
<v Speaker 5>is not, but I wouldn't put out, I wouldn't say

0:29:10.180 --> 0:29:12.940
<v Speaker 5>Meta's giving up on, on having like a frontier model.

0:29:13.000 --> 0:29:17.180
<v Speaker 5>I can just see this being like such a personal

0:29:17.240 --> 0:29:19.630
<v Speaker 5>thing for Zach. Like my best years are still ahead

0:29:19.670 --> 0:29:21.310
<v Speaker 5>of me. You know, I don't think he's just going

0:29:21.330 --> 0:29:23.510
<v Speaker 5>to like lean into only Tamagotchi.

0:29:24.310 --> 0:29:27.150
<v Speaker 4>Yeah. But also like, what's the point of really trying

0:29:27.170 --> 0:29:29.090
<v Speaker 4>to have a frontier model at this point? I mean,

0:29:29.270 --> 0:29:32.150
<v Speaker 4>I'm sure they're using like a bunch of Chinese open

0:29:32.170 --> 0:29:35.730
<v Speaker 4>source models. It's like, yeah, ultimately I think even open

0:29:35.890 --> 0:29:37.810
<v Speaker 4>AI and anthropic, like they might not even need to

0:29:37.870 --> 0:29:39.950
<v Speaker 4>be on the frontier. Like it's, you know, it's about

0:29:40.020 --> 0:29:43.020
<v Speaker 4>the product it's not the underlying model is kind of

0:29:43.080 --> 0:29:46.340
<v Speaker 4>neither here nor there it's really just about compute honestly

0:29:46.500 --> 0:29:48.350
<v Speaker 4>like it's like who has the most compute and you're

0:29:48.480 --> 0:29:51.650
<v Speaker 4>just selling units of of compute.

0:29:51.910 --> 0:29:55.170
<v Speaker 1>Hence uh hence jensen's intervention to say that the fears

0:29:55.190 --> 0:29:57.950
<v Speaker 1>of a ai apocalypse are overblown.

0:29:57.880 --> 0:29:59.719
<v Speaker 4>Well, this is the other thing you didn't mention. On

0:29:59.760 --> 0:30:03.700
<v Speaker 4>Jensen's point, we need to actually speed up the, not pace,

0:30:03.740 --> 0:30:07.219
<v Speaker 4>but speed up the frontier. I don't know if you

0:30:07.240 --> 0:30:11.030
<v Speaker 4>saw this story about Muse, but one of the features

0:30:11.110 --> 0:30:13.310
<v Speaker 4>is I guess you can have it make phone calls,

0:30:13.350 --> 0:30:16.030
<v Speaker 4>like call a restaurant and make a dinner reservation. And

0:30:16.490 --> 0:30:19.270
<v Speaker 4>they've apparently been hiring people in call centers, like people

0:30:19.470 --> 0:30:22.980
<v Speaker 4>to make those calls for you. It's like, these things

0:30:23.040 --> 0:30:26.970
<v Speaker 4>can solve complex math theorems now but like they can't

0:30:27.070 --> 0:30:30.330
<v Speaker 4>call a restaurant to make a reservation. Like there's, you know,

0:30:30.410 --> 0:30:33.450
<v Speaker 4>I think there's, there's a disconnect there. Like a killer

0:30:33.510 --> 0:30:37.010
<v Speaker 4>AI that's going to take over humanity could probably do that. So,

0:30:37.830 --> 0:30:42.330
<v Speaker 4>you know, I think, I, I think we, I think this,

0:30:42.470 --> 0:30:45.470
<v Speaker 4>this frontier is a little, it's not as, not, not

0:30:45.510 --> 0:30:47.330
<v Speaker 4>as advanced as some people might say.

0:30:48.050 --> 0:30:50.590
<v Speaker 1>And just to close on, on this segment, do you

0:30:50.630 --> 0:30:52.770
<v Speaker 1>know what, like what is driving your resurgence in meta

0:30:52.790 --> 0:30:55.510
<v Speaker 1>stock price? Is it, is it muse and charm or

0:30:55.570 --> 0:30:58.170
<v Speaker 1>is it, a broader kind of tech rally. I just

0:30:58.230 --> 0:30:59.550
<v Speaker 1>Googled it this morning. I was kind of stunned to

0:30:59.570 --> 0:31:01.290
<v Speaker 1>see that it's up 40% in the last month.

0:31:01.890 --> 0:31:03.950
<v Speaker 4>Hey, they've got a buzzy product, right? I mean, if

0:31:03.970 --> 0:31:05.950
<v Speaker 4>you're on Wall Street, that's, you know.

0:31:05.970 --> 0:31:07.690
<v Speaker 5>And the glasses.

0:31:07.750 --> 0:31:10.890
<v Speaker 4>Yeah, the glasses are doing well. They came out with

0:31:10.910 --> 0:31:16.960
<v Speaker 4>these VR. They're still trying for VR, which I'm like,

0:31:17.000 --> 0:31:18.760
<v Speaker 4>that's another one where the technology is.

0:31:18.720 --> 0:31:20.960
<v Speaker 3>Just not there. It's not there. We're not even close

0:31:21.000 --> 0:31:22.800
<v Speaker 3>to it. But they're still going to keep making these

0:31:22.840 --> 0:31:23.540
<v Speaker 3>clunky things.

0:31:24.140 --> 0:31:26.440
<v Speaker 5>But in the glasses, they're alone right now. I mean,

0:31:26.500 --> 0:31:28.840
<v Speaker 5>in terms of like visibility of a consumer product.

0:31:28.860 --> 0:31:31.220
<v Speaker 3>Oh, absolutely. And they also made a version of the

0:31:31.270 --> 0:31:34.170
<v Speaker 3>glasses without the camera, I think, to beat the creepy

0:31:34.230 --> 0:31:38.010
<v Speaker 3>allegations that just have voice. So, yeah.

0:31:38.530 --> 0:31:41.030
<v Speaker 1>And what does the charm pendant do? Is it like

0:31:41.050 --> 0:31:44.470
<v Speaker 1>the glasses without the lens? And what's the difference? Do

0:31:44.490 --> 0:31:46.190
<v Speaker 1>you see any possibility of it being adopted?

0:31:47.030 --> 0:31:50.230
<v Speaker 5>He said you can talk to it anytime all day.

0:31:50.350 --> 0:31:52.230
<v Speaker 5>And then pretty much as soon as he held it up,

0:31:52.250 --> 0:31:54.260
<v Speaker 5>he was like, but this but it's not really in

0:31:54.300 --> 0:31:56.180
<v Speaker 5>production and we're not sure if we put all the

0:31:56.240 --> 0:31:58.280
<v Speaker 5>features in it. Like I was just like, okay, what

0:31:58.320 --> 0:32:00.000
<v Speaker 5>are you holding up? Why are you, why are you

0:32:00.040 --> 0:32:00.520
<v Speaker 5>doing this?

0:32:00.540 --> 0:32:02.880
<v Speaker 4>It's basically a speaker, right? Like a speaker and a

0:32:02.900 --> 0:32:05.680
<v Speaker 4>microphone essentially that connects to the cloud.

0:32:06.900 --> 0:32:09.890
<v Speaker 5>I don't see how communicate if, unless you're just using

0:32:09.970 --> 0:32:15.610
<v Speaker 5>it for audio in between like desktop and app, I

0:32:15.670 --> 0:32:18.810
<v Speaker 5>don't see how you could like get a lot of

0:32:19.250 --> 0:32:22.090
<v Speaker 5>agentic things done with a screen that's this.

0:32:22.040 --> 0:32:22.540
<v Speaker 2>Big, but.

0:32:22.880 --> 0:32:24.750
<v Speaker 4>But you just talk to it. I mean, that's, that's

0:32:24.830 --> 0:32:28.130
<v Speaker 4>the new, that's the new thing. Like, which is actually

0:32:28.170 --> 0:32:31.170
<v Speaker 4>a great use case. Like I've talked to, you know,

0:32:31.510 --> 0:32:33.370
<v Speaker 4>some of these apps, like actually I do this, like

0:32:33.520 --> 0:32:35.540
<v Speaker 4>when I mentioned the parent square thing, like I can

0:32:35.580 --> 0:32:37.980
<v Speaker 4>talk to that, like while I'm driving. Right. I don't

0:32:38.000 --> 0:32:40.140
<v Speaker 4>have to say, I can be like, what's coming, what's on,

0:32:40.780 --> 0:32:43.400
<v Speaker 4>on the agenda. Okay. Add that to the family calendar.

0:32:43.440 --> 0:32:45.850
<v Speaker 4>And it will do that stuff for me through voice.

0:32:46.690 --> 0:32:49.560
<v Speaker 4>And it's great. But it's also like I'm using my phone.

0:32:49.700 --> 0:32:52.110
<v Speaker 4>I think with all these hardware devices, like including the

0:32:52.190 --> 0:32:55.370
<v Speaker 4>one OpenAI is making, like you could just use your phone.

0:32:55.830 --> 0:32:58.230
<v Speaker 4>But all these companies, they really want to break outside

0:32:58.250 --> 0:33:00.850
<v Speaker 4>of Apple's ecosystem because they know Apple's going to try

0:33:00.870 --> 0:33:04.270
<v Speaker 4>to block what they're doing. Whether they can is another question.

0:33:04.850 --> 0:33:06.910
<v Speaker 5>I have to say I did really like the shape

0:33:07.110 --> 0:33:09.560
<v Speaker 5>of it. Something about like the shape of it really

0:33:09.600 --> 0:33:11.760
<v Speaker 5>made me want one in a way that.

0:33:11.720 --> 0:33:12.840
<v Speaker 1>Like those speaks.

0:33:12.860 --> 0:33:13.020
<v Speaker 4>Why?

0:33:13.700 --> 0:33:15.980
<v Speaker 5>I think it was just the rounded edge. It just

0:33:16.020 --> 0:33:20.010
<v Speaker 5>was like the perfect amount of fatness and roundness. And

0:33:20.310 --> 0:33:23.650
<v Speaker 5>it looked sleek and it had a little cutie avatar

0:33:23.730 --> 0:33:23.940
<v Speaker 5>on it.

0:33:23.990 --> 0:33:24.350
<v Speaker 2>I don't know.

0:33:24.410 --> 0:33:25.870
<v Speaker 5>I mean, like, I'm just being honest.

0:33:25.950 --> 0:33:26.410
<v Speaker 4>It's working.

0:33:26.610 --> 0:33:27.730
<v Speaker 5>It's susceptible to it.

0:33:27.770 --> 0:33:28.010
<v Speaker 3>Yeah.

0:33:33.820 --> 0:33:37.580
<v Speaker 1>When we come back, Silicon Valley continues its attempts to

0:33:37.640 --> 0:33:48.190
<v Speaker 1>disrupt the education system. Stay with us. Welcome back. Taylor,

0:33:48.210 --> 0:33:51.240
<v Speaker 1>Silicon Valley, as so often, has its own ideas about

0:33:51.260 --> 0:33:55.080
<v Speaker 1>the future of education. The VC firm Andreessen Horowitz is

0:33:55.120 --> 0:33:59.740
<v Speaker 1>accepting applications for its first class of the Horowitz Andreessen Academy.

0:34:00.760 --> 0:34:02.800
<v Speaker 1>What do we know about the program and why did

0:34:02.840 --> 0:34:03.700
<v Speaker 1>they flip the names?

0:34:04.100 --> 0:34:06.680
<v Speaker 3>Who knows why they flipped the names? It's very strange.

0:34:06.880 --> 0:34:11.840
<v Speaker 3>But yeah, this is a completely unaccredited program where basically

0:34:11.880 --> 0:34:16.459
<v Speaker 3>young people just sort of hear lectures from famous tech

0:34:16.500 --> 0:34:20.320
<v Speaker 3>people and Andreessen Horowitz partners, including, you know, Daniel Penny,

0:34:20.420 --> 0:34:24.960
<v Speaker 3>who killed that man, the unhoused man on the subway

0:34:24.980 --> 0:34:28.239
<v Speaker 3>in New York. It's very strange. They also have sort

0:34:28.260 --> 0:34:31.260
<v Speaker 3>of like mentors, which just seems to be like broader

0:34:31.320 --> 0:34:35.080
<v Speaker 3>people in their orbit. I, you know, it, All of

0:34:35.160 --> 0:34:38.380
<v Speaker 3>it is just hilarious because they're not reinventing education. This

0:34:38.440 --> 0:34:43.490
<v Speaker 3>is purely a play to get in front of younger founders, right?

0:34:43.530 --> 0:34:46.049
<v Speaker 3>And sort of build this Andreessen Horowitz network so that

0:34:46.070 --> 0:34:49.009
<v Speaker 3>they have access to those funding rounds if one of

0:34:49.050 --> 0:34:54.270
<v Speaker 3>these kids ends up building something. But it just made

0:34:54.310 --> 0:34:57.890
<v Speaker 3>me laugh because I'm a huge... I'm actually a supporter

0:34:57.930 --> 0:35:01.480
<v Speaker 3>of gap years and kids getting out into the workforce

0:35:01.560 --> 0:35:05.410
<v Speaker 3>and doing internships or whatever. But I can't imagine that

0:35:05.450 --> 0:35:10.020
<v Speaker 3>it's incredibly valuable to participate in this, especially when the

0:35:10.080 --> 0:35:13.779
<v Speaker 3>Teal Fellowship exists. And there's Z Fellows. There's so many

0:35:13.880 --> 0:35:18.150
<v Speaker 3>programs out there that are aimed at capturing this specific market.

0:35:18.890 --> 0:35:20.890
<v Speaker 3>And I also don't know why these kids wouldn't just

0:35:20.930 --> 0:35:24.489
<v Speaker 3>join YC if they're that founder-minded. I don't know. Yeah,

0:35:24.670 --> 0:35:25.360
<v Speaker 3>it's very silly.

0:35:26.400 --> 0:35:29.990
<v Speaker 1>Talk about this versus the Teal Fellowship versus YC.

0:35:30.120 --> 0:35:33.450
<v Speaker 3>The Teal Fellowship, you actually get money and here you're

0:35:33.489 --> 0:35:36.390
<v Speaker 3>paying money. I think it's like $ 50, 000. They said it's

0:35:36.430 --> 0:35:41.210
<v Speaker 3>the same. It's the cost of like a college year,

0:35:41.370 --> 0:35:41.930
<v Speaker 3>I think.

0:35:42.950 --> 0:35:43.430
<v Speaker 5>Really?

0:35:43.750 --> 0:35:45.690
<v Speaker 1>I think the first cohort gets to go for free

0:35:45.750 --> 0:35:47.410
<v Speaker 1>for a year and then it's going to ramp up

0:35:47.450 --> 0:35:49.210
<v Speaker 1>to being the same price as college for the second

0:35:49.690 --> 0:35:50.750
<v Speaker 1>cohort is what they're saying.

0:35:50.910 --> 0:35:56.649
<v Speaker 3>Okay. So again, you're paying. You're paying to get marketing

0:35:57.130 --> 0:36:01.290
<v Speaker 3>lectures from random, you know, from CEOs? Like, I guess

0:36:03.190 --> 0:36:06.100
<v Speaker 3>I just, I really don't understand the point of it.

0:36:06.150 --> 0:36:08.690
<v Speaker 3>I understand the value for Andreessen Horowitz. I understand why

0:36:08.730 --> 0:36:11.810
<v Speaker 3>Andreessen Horowitz wants to do this. If I am a

0:36:11.830 --> 0:36:16.310
<v Speaker 3>17-year-old tech prodigy, why on earth am I paying somebody

0:36:16.370 --> 0:36:18.989
<v Speaker 3>tens of thousands of dollars? This is maybe for like

0:36:19.050 --> 0:36:21.980
<v Speaker 3>rich kids, you know, for for their parents to kind

0:36:22.020 --> 0:36:24.140
<v Speaker 3>of put them through that they want to LARP as

0:36:24.200 --> 0:36:26.219
<v Speaker 3>a startup founder. But again, why wouldn't you just go

0:36:26.260 --> 0:36:29.880
<v Speaker 3>to Stanford? Like, I'm really struggling to see.

0:36:29.980 --> 0:36:30.779
<v Speaker 4>It's expensive too.

0:36:31.160 --> 0:36:33.799
<v Speaker 5>What if you wanted to be a conservative influencer?

0:36:33.960 --> 0:36:37.469
<v Speaker 3>Well, now we're talking. Yeah, I think like, right. I

0:36:37.510 --> 0:36:41.169
<v Speaker 3>think the career paths for this are much closer to

0:36:41.270 --> 0:36:46.110
<v Speaker 3>conservative influencer or podcast host versus startup founder.

0:36:46.330 --> 0:36:51.210
<v Speaker 5>Like Little Barry Weiss, not like... little Alexander Wang or.

0:36:51.610 --> 0:36:52.390
<v Speaker 2>Exactly.

0:36:52.450 --> 0:36:54.469
<v Speaker 3>If you want to be a mini Barry Weiss, go

0:36:54.489 --> 0:36:57.950
<v Speaker 3>to this. Although again, Barry Weiss has her own fake anti-woke,

0:36:58.030 --> 0:36:59.060
<v Speaker 3>you know, university thing.

0:36:59.080 --> 0:37:01.440
<v Speaker 5>Which Andreessen Orwoods, or at least Mark Andreessen is an

0:37:01.500 --> 0:37:02.720
<v Speaker 5>investor in, so.

0:37:02.820 --> 0:37:06.280
<v Speaker 4>Right. But that didn't do well, right? University of Austin hasn't.

0:37:06.680 --> 0:37:09.140
<v Speaker 3>No, none of this does well because there's no actual

0:37:09.219 --> 0:37:12.049
<v Speaker 3>market for it. And it's like, again, you're making these

0:37:12.090 --> 0:37:15.009
<v Speaker 3>people pay. You're getting just like total rubes. Like you've

0:37:15.050 --> 0:37:16.910
<v Speaker 3>got to be an idiot to pay for this stuff.

0:37:17.870 --> 0:37:20.670
<v Speaker 3>And so I just think like, If it's something where

0:37:20.710 --> 0:37:22.870
<v Speaker 3>it's like the fellowship, like the Teal Fellowship has been

0:37:22.910 --> 0:37:25.589
<v Speaker 3>successful because it's prestigious, because you get money, because you

0:37:25.630 --> 0:37:28.109
<v Speaker 3>get to explore this thing, you get access. So it's

0:37:28.150 --> 0:37:31.410
<v Speaker 3>like this elite thing. If it was an elite fellowship,

0:37:31.830 --> 0:37:35.030
<v Speaker 3>I actually think that could maybe work. But you're asking

0:37:35.070 --> 0:37:38.410
<v Speaker 3>people to pay you when you're the one getting the value.

0:37:38.530 --> 0:37:42.030
<v Speaker 1>And they raised $ 48 million as a for-profit venture.

0:37:42.050 --> 0:37:44.310
<v Speaker 5>I haven't even heard a number that small in a while.

0:37:44.670 --> 0:37:47.760
<v Speaker 5>And I mean, there's so many other alternatives too. Like

0:37:47.910 --> 0:37:53.549
<v Speaker 5>if you want, a grant. There's the Emergent Ventures grant

0:37:53.570 --> 0:37:56.910
<v Speaker 5>from Tyler Cowen and Patrick Collison and that will look

0:37:57.270 --> 0:38:00.710
<v Speaker 5>really good on your resume because these people are curated.

0:38:01.489 --> 0:38:03.210
<v Speaker 5>I hope people save their money.

0:38:03.690 --> 0:38:09.190
<v Speaker 1>Ruud, you compared one of the Peter Thiel branded off-sites

0:38:09.230 --> 0:38:11.270
<v Speaker 1>that he doesn't actually go to is the Wayne Gretzky

0:38:11.590 --> 0:38:14.870
<v Speaker 1>Hockey Camp of Tech. I have a feeling that's coming

0:38:14.890 --> 0:38:18.120
<v Speaker 1>to mind on the Horowitz-Andreessen trade school.

0:38:18.140 --> 0:38:18.420
<v Speaker 5>Yeah.

0:38:18.930 --> 0:38:22.750
<v Speaker 4>Yeah. There was the whole thing. Yeah. I mean, I, I, I,

0:38:22.870 --> 0:38:26.370
<v Speaker 4>I'm also not like long on this succeeding, you know,

0:38:26.550 --> 0:38:28.610
<v Speaker 4>I do, but I do think the, the sort of,

0:38:29.670 --> 0:38:33.529
<v Speaker 4>there's a, there's an interesting phenomenon happening here where I think,

0:38:33.710 --> 0:38:36.950
<v Speaker 4>I think most people sort of realize the university system

0:38:37.010 --> 0:38:39.969
<v Speaker 4>is not well, like the actual university system is not well.

0:38:40.410 --> 0:38:43.509
<v Speaker 4>And I think maybe the whole education system, right. And,

0:38:44.110 --> 0:38:46.660
<v Speaker 4>you know, there is kind of a, I think people

0:38:46.700 --> 0:38:49.640
<v Speaker 4>sort of do see an opening here, like an opportunity

0:38:49.750 --> 0:38:54.250
<v Speaker 4>to potentially privatize it, replace it, disrupt it, right? And

0:38:54.870 --> 0:38:58.990
<v Speaker 4>that's what's interesting to me. It's like the individual efforts

0:38:59.070 --> 0:39:01.850
<v Speaker 4>to do this, like University of Austin, and now this

0:39:02.050 --> 0:39:06.600
<v Speaker 4>Andreessen Horowitz one. I mean, yeah, like they're not gonna succeed,

0:39:06.719 --> 0:39:10.280
<v Speaker 4>but they kind of say something. And I do wonder

0:39:10.340 --> 0:39:12.779
<v Speaker 4>what it's gonna look like. It does feel to me

0:39:12.820 --> 0:39:16.590
<v Speaker 4>like the university system, which is now just like, grappling

0:39:16.640 --> 0:39:19.610
<v Speaker 4>with AI and doing a very bad job of it,

0:39:20.230 --> 0:39:23.350
<v Speaker 4>they're going to have to change. Something has to give.

0:39:24.150 --> 0:39:27.210
<v Speaker 4>And I think it's sad because they're great institutions. I

0:39:27.750 --> 0:39:30.620
<v Speaker 4>think we should try to save these institutions. but they

0:39:30.660 --> 0:39:32.500
<v Speaker 4>have to change. I don't know if you all agree

0:39:32.540 --> 0:39:32.969
<v Speaker 4>with that.

0:39:33.989 --> 0:39:38.210
<v Speaker 5>I mean, I just think that Andreessen Horowitz has been,

0:39:38.230 --> 0:39:43.570
<v Speaker 5>especially Mark Andreessen, one of the biggest critics of university systems.

0:39:43.770 --> 0:39:48.320
<v Speaker 5>And so to rail against it for years, like for,

0:39:48.340 --> 0:39:51.820
<v Speaker 5>you know, not only, you know, for radicalizing our youth,

0:39:52.620 --> 0:39:58.569
<v Speaker 5>turning them into communists, making woke tech employees, favoring DEI,

0:39:58.690 --> 0:40:01.730
<v Speaker 5>all of these things, and the cost of it. I

0:40:01.770 --> 0:40:03.669
<v Speaker 5>think his critiques about the cost of it, I mean,

0:40:03.750 --> 0:40:07.700
<v Speaker 5>you know, that makes sense. And, you know, utility for

0:40:07.950 --> 0:40:10.440
<v Speaker 5>people in the real world. So for them to be

0:40:10.540 --> 0:40:13.560
<v Speaker 5>so late to the game for a young person pipeline,

0:40:13.930 --> 0:40:16.670
<v Speaker 5>but then come and be so ahead of the curve

0:40:16.710 --> 0:40:19.710
<v Speaker 5>in terms of criticizing the university and then to come

0:40:19.810 --> 0:40:22.569
<v Speaker 5>out with like, as we were talking, it reminded me

0:40:22.610 --> 0:40:26.609
<v Speaker 5>of Singularity University, you know, like something an executive would

0:40:27.250 --> 0:40:33.330
<v Speaker 5>get a certificate for. So I just, even just the $ 50, 000,

0:40:33.210 --> 0:40:35.180
<v Speaker 5>like why have you been railing against the cost of

0:40:35.239 --> 0:40:40.610
<v Speaker 5>college if you're now charging a 17 year old $ 50, 000.

0:40:38.969 --> 0:40:39.810
<v Speaker 5>Like it just.

0:40:39.989 --> 0:40:42.690
<v Speaker 3>Wait, can I also just say that like, they really

0:40:42.790 --> 0:40:46.029
<v Speaker 3>put this feels so like sloppy. Like they don't have

0:40:46.090 --> 0:40:49.040
<v Speaker 3>any sort of, it's not like they've acquired a campus.

0:40:49.520 --> 0:40:51.560
<v Speaker 3>It's not like, you know, so much of college is

0:40:51.600 --> 0:40:54.100
<v Speaker 3>about like socializing with the right people and sort of

0:40:54.180 --> 0:40:58.009
<v Speaker 3>being like in this, you know, cocoon environment. But, They

0:40:58.030 --> 0:41:00.350
<v Speaker 3>don't have a campus. They don't have any infrastructure. I

0:41:00.390 --> 0:41:02.070
<v Speaker 3>guess this is just going to be held in conference

0:41:02.140 --> 0:41:03.880
<v Speaker 3>rooms somewhere. And then when you go on the website

0:41:03.900 --> 0:41:06.880
<v Speaker 3>and you click student life, it says you make the culture,

0:41:07.260 --> 0:41:11.839
<v Speaker 3>start a club, host a salon, invent a tradition. Your

0:41:11.900 --> 0:41:15.680
<v Speaker 3>classmates decide what happens in it. It's like, why am

0:41:15.760 --> 0:41:16.500
<v Speaker 3>I paying you?

0:41:16.520 --> 0:41:20.950
<v Speaker 4>Yeah, definitely. Definitely not the archetype of a successful founder, right?

0:41:21.010 --> 0:41:24.040
<v Speaker 4>Like founders are usually not like the rich kids with

0:41:24.060 --> 0:41:26.600
<v Speaker 4>the silver spoon who, you know, are dropping all kinds

0:41:26.640 --> 0:41:28.620
<v Speaker 4>of cash to move to San Francisco. Like they come,

0:41:29.020 --> 0:41:31.960
<v Speaker 4>they usually have these sort of like interesting backgrounds with

0:41:32.040 --> 0:41:35.680
<v Speaker 4>other interests outside of technology. And their minds are sort

0:41:35.700 --> 0:41:38.259
<v Speaker 4>of like, you know, they just look at the world

0:41:38.300 --> 0:41:41.710
<v Speaker 4>in an interesting way. And then somehow they find themselves

0:41:41.770 --> 0:41:45.290
<v Speaker 4>in Silicon Valley. And, you know, because they have this

0:41:45.350 --> 0:41:47.810
<v Speaker 4>like unique way of looking at things, they're able to,

0:41:48.290 --> 0:41:50.770
<v Speaker 4>to find a lane that other people don't see anywhere.

0:41:51.250 --> 0:41:53.270
<v Speaker 4>And I mean, there's so many like Steve Jobs is

0:41:53.510 --> 0:41:56.210
<v Speaker 4>a good example of that. But like, there's so many examples.

0:41:56.430 --> 0:42:00.750
<v Speaker 4>And this seems to be like, it's almost like, I

0:42:00.790 --> 0:42:03.529
<v Speaker 4>don't know, they're almost attracting like the opposite of that. Like,

0:42:03.570 --> 0:42:06.160
<v Speaker 4>I would be surprised if we see like a successful

0:42:06.239 --> 0:42:08.719
<v Speaker 4>pipeline of, I mean, unless you're just talking about sort

0:42:08.760 --> 0:42:12.220
<v Speaker 4>of like base hit, like SaaS companies or whatever the AI,

0:42:12.620 --> 0:42:15.460
<v Speaker 4>you know, the AI era equivalent of like the base

0:42:15.500 --> 0:42:18.660
<v Speaker 4>hit SaaS startup is. Like that kind of founder, sure.

0:42:18.700 --> 0:42:21.480
<v Speaker 4>But like, this is not going to yield some amazing,

0:42:21.860 --> 0:42:24.530
<v Speaker 4>you know, new company. I just don't see that happening.

0:42:24.670 --> 0:42:26.750
<v Speaker 4>I mean, they're also, I mean, they're kind of, it's

0:42:26.770 --> 0:42:29.850
<v Speaker 4>like a brand licensing play. They turn into like educational merch,

0:42:29.930 --> 0:42:33.169
<v Speaker 4>the idea of Anderson Horowitz. I mean, it's a for-profit university. So,

0:42:33.410 --> 0:42:35.390
<v Speaker 4>you know, we know, we know, we know what those

0:42:35.450 --> 0:42:35.810
<v Speaker 4>are about.

0:42:36.430 --> 0:42:39.759
<v Speaker 5>And Tim Draper also already did this. Draper Academy. Have

0:42:39.800 --> 0:42:43.200
<v Speaker 5>you ever met anybody in the tech sector there?

0:42:43.440 --> 0:42:44.180
<v Speaker 3>Proud graduate.

0:42:44.200 --> 0:42:45.040
<v Speaker 5>Yeah, exactly.

0:42:45.160 --> 0:42:46.360
<v Speaker 4>These are all Wayne Gretzky.

0:42:46.520 --> 0:42:47.020
<v Speaker 3>Yeah.

0:42:49.600 --> 0:42:51.620
<v Speaker 1>That's all we have time for today. Thank you all

0:42:51.739 --> 0:42:52.190
<v Speaker 1>so much.

0:42:52.070 --> 0:42:52.569
<v Speaker 4>For joining us.

0:42:53.510 --> 0:42:54.350
<v Speaker 5>Great talking to you guys.

0:42:54.390 --> 0:42:55.190
<v Speaker 3>Thanks for having us.

0:42:55.250 --> 0:42:56.430
<v Speaker 4>Great to be on, as always.

0:43:04.030 --> 0:43:07.130
<v Speaker 1>For Tech Stuff, I'm Oz Veloshin. This episode was produced

0:43:07.210 --> 0:43:10.529
<v Speaker 1>by Eliza Dennis. It was executive produced by me and

0:43:10.590 --> 0:43:14.770
<v Speaker 1>Julia Nutter for Kaleidoscope. and Katrina Norvell for iHeart Podcasts.

0:43:15.290 --> 0:43:18.040
<v Speaker 1>Jack Inslee mixed this episode and Kyle Murdoch wrote our

0:43:18.080 --> 0:43:21.540
<v Speaker 1>theme song. A special thank you to Taylor Lorenz, Natasha Tiku,

0:43:21.920 --> 0:43:24.990
<v Speaker 1>and Reid Albigotti. Please check out all the work they

0:43:25.030 --> 0:43:27.089
<v Speaker 1>put out into the world. We're lucky to call them

0:43:27.290 --> 0:43:27.950
<v Speaker 1>friends of the pod.