All-In Summit Highlights, Schools Could Block Social Media, FTC Chatbot Investigation, and Zoox hits Vegas | E2177

Sure, we could all disagree about so many things, but the senseless murder is just, there's no place for this. And it's a, it's a, it's in no way going to change what those kids are going to go through. But we made a donation here on behalf of the this Week in Startups family to Charlie Kirk's kids funds and encourage everybody to do the same. And gosh, you know, there's nothing to say here other than I'm thinking about his family and we're all thinking about that. And senseless murders for trying to model debate on college campuses is senseless, tragic, infuriating and depressing. And it's time for leadership from everybody who is part of these debates to step up and just say there's no room for this.

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All right everybody, welcome back to this Week in Startups. I apologize for not shaving today and not being suited up. Gentlemen, I am on the road. No rest for the weary. Had the amazing all in summit Monday, Tuesday, an incredible celebration of vibrant debate. And we'll get into that, we'll have some videos of it. But I had to go Wednesday in order to book Vlad, my friend from Robin Hood, Alex. I said, hey, you got to come to the summit. Things are going great, let's chop it up. He said, of course, but I'll come next year because I have the Robin Hood Summit in Vegas on. And I said, well, what days is that? He said, Tuesday, Wednesday. I said, perfect, come Monday. He's like, well, it's a bit much for me to come Monday and then go to Vegas. I got this big thing, it's a production, I should probably be out there the day before, yada yada, but I'll make it happen for you, Jacob. I said, oh, that's my Guy all right, remembers that I put that insignificant seed check in before they launch. Thank you for the ski house and if a 10x is from here, thank you for the ski mountain, the pj. Thank you for the. Thank you for the upgrade to Yellowstone Club. Putting all that aside, he said, but I have a request for you. And I said, oh, that's fine. Anything you need? A tweet or something, Some air cow? And he said, no, I want you to do the closing keynote for my event on Wednesday. You know, me and you on stage, you're a big hit these days. And sure enough, I had to then wake up on Wednesday after being out dancing to Diplo at Universal Studios for the closing party. Got to bed at 1am, got up at 7 to the airport with me, but got to fly jet suite X, which is quite delightful and zip zip to Vegas and then had a nice keynote there and then had dinner with Jared Leto, a friend of mine in Vlad's and a couple of other folks at Carbone. Oh, so delightful.

Carbone. Delicious.

Unbelievable. And we'll get into all that. But here I am back in Los Angeles, my mother in law had her birthday party. She's just so delightful. Couldn't ask for a better second mom. And I got a pretty great mom myself. Which leads me just to a quick opening statement. I woke up today profoundly sad, just a huge weight thinking about those two poor kids growing up without their dad. And so I just want to.

You're talking about Charlie Kirk.

Yeah. And I just want to say to Charlie Kirk's family, we're thinking about you. And a lot of my friends are personal friends with him and you know, I've tried to balance out people's feelings about politics and vibrant debate here on the swinging startups and obviously on all in. And you know, could probably disagree. You know, Charlie and I, Sax and I and, and any number of people, you and I, Alex, even Lon, we could all disagree about so many things. But the senseless murder, it's just, there's no place for this. And it's a, it's a, it's in no way going to change what those kids are going to go through. But we made a donation here on behalf of this week in Startups family to Charlie Kirk's kids funds it was. And encourage everybody to do the same. And gosh, you know, there's nothing to say here other than I'm thinking about his family and we're all thinking about that. And senseless murders for trying to model debate on college campuses is senseless tragic, infuriating, and depressing. And it's time for leadership from everybody who is part of these debates to step up and just say, there's no room for this and it's unacceptable, and they're just not the time to play the clip game or the what about game. It's the time to be sad and to think about those kids. And I don't really have anything else I could possibly say here except I'm sad. Yeah. Alex, of course, I know you have feelings as well, because you're part of the vibrant debate in the American experiment, and I know you care deeply about this.

Yeah, no, enormously. Also, I've got kids, too. So, you know, you think about that.

Because you're part of the vibrant debate in the American experiment, and I know you care deeply about this.

Yeah, I know enormously. Also, I've got kids, too. So, you know, you think about that. Just to everyone out there who. Who gets a lot of emotional impact or resonance when major news events like this happen, just a reminder that if you take your phone and you turn it off and you put it down and you walk outside and you put the sun on your face, you get some more perspective. And I literally still do this with myself. So during the. During the breaking news cycle of this horrible week, I did quite a lot of that. I put on the weighted vest for a while. I took the kids to the park and. And you just need to get a little distance from things. Remind yourself that the world is mostly as it was. Tragedies happen, but I think. I think we can all get a little bit caught up in them and the discussion about them. And I think. I think we've seen some deleted tweets today, which is probably a positive sign, but just a reminder that going outside and touching grass is a meme. But it's also a very good piece of mental health advice.

Yeah, I think maybe a little meditation and reflection and journaling, any of that stuff could be helpful. I haven't slept for. You know, I mean, partially due to my schedule, but also just woke up thinking about this and. Yeah, Lon, I don't know if you have anything other than sadness at this time.

It is very sad. Clearly, I was not a fan of Mr. Kirk's, his rhetoric or his style. But I think what's so important to stress is that this kind of political violence is not just immoral, not just wrong, not just leads to more violence. And it's a vicious cycle, intensely counterproductive, no matter who you are. What side of the Spectrum you're on. There are 100,000 other people who will be more than happy to take over Charlie Kirk's audience, reinforce Charlie Kirk's message. It's not like you get these messages to go away. All you do is raise the temperature, continue this cycle of more and more vengeance, more and more anger, more and more violence.

It.

It achieves nothing. It creates only destruction. And that doesn't. It doesn't matter how you feel about Charlie Kirk and what he was particularly saying. You don't. You can't. That's not a solution. No matter what somebody's message is, shooting them is not a solution. It only makes things worse. And I think that's. That's the feeling that I come out as. You know, a lot of people are trying to sort of make it a larger reflection of, well, it's this political debate, or it's that, or it's about this, or this is the theme we should take away. And to me, that's the only theme. It's like, you can't ever move forward by shooting somebody. That's not how it works.

It's got to end, folks. All right, so we'll take a deep breath here and change the tone a little bit. Yeah, yeah, yeah. It's. It's heavy, folks. I get it, and I get. A lot of people are suffering. So we're. We're with you. We're all Americans. We're all humans. Some of us are parents. All of us are sons and daughters. So. Yeah, yeah.

Jason, though, before. Before the. The awful part of the week. Yeah, you had the all in Summit, big thing in your calendar every year. A lot of people showed up. I was home with the kids, changing diapers, sadly. But you and lan were there on site, so, you know, for everyone out there like me, who wasn't there, take me through it. How to go. What was best talk, best moments?

You know, the theme of it was vibrant debate and speaking up for what you believe in, which is, you know, quite paradoxical and resonates even more after Charlie Kirk's murder, assassination. And, you know, for me, it's like intellectual Disneyland for kids. You know, like, it's an intellectual vacation for me. I get to not only hang out with all my besties, I had Lon there, you know, one of my best friends over the last 25 years, helping me with the docket, helping me with my jokes. People always, like, wonder, oh, you're so witty. And it's like, well, Lon and I are witty, and we have. You're getting there, Alex, but you know.

Oh no, I can't hold a candle. Lon's the funniest writer. We have a twist.

Absolutely. So he workshops everything with me. But I was also lucky to have Amanda from the league and my friend Will Barnes from Uber. Make the trip out and be part of my little writer's room where we workshopped all the, you know, different important questions we could ask to folks. And so when you see me on all in, or you see me, I got this incredible compliments. If you want your business to succeed online, it has to stand out. And that's why you need a beautiful, world class website. The good news is you don't have to hire an expensive designer anymore, nor do you need a bunch of developers. No, Squarespace has all the tools you need to claim your domain and start building your company. Hey, maybe you got a product to sell. Maybe you want to show off some samples of your work. Maybe you've got a new service you're providing. Well, Squarespace is the all in one tool you need for your business to grow and flourish. And they offer beautiful templates. Maybe you want to start an online course or you're scheduling appointments for people, maybe you're generating client invoices. All of that is built into the product. Everything you create with Squarespace is pre optimized to show up in in search engines as well. So you don't need to hire some expensive SEO person. Nope. They're building your meta descriptions, they're setting you up with an auto generated sitemap, and the SEO is done before you even get started. Plus there's a new AI powered feature, it's called Blueprint, which makes it easier than ever before to customize your website and make it really pop. So check out squarespace.com twist for a free trial and when you're ready to Launch, go to squarespace.com/to get 10% off your first website or domain purchase. That's squarespace.com/lon, which is a tribute to your contribution. And Amanda, my wife Jade, Will Barnes, all who help me think about, hey, you know, I get two questions. Maybe with my three other besties there, we each get to get maybe two questions. And so I want to make them count and I want to make them important for a positive discourse. And you know, I just got some wonderful compliments from people who said I was on the top of my game. And really that's because I don't have to run the event anymore in the logistics.

Yeah.

And we have an incredible team. John Howe Kimber producer Nick and just everybody down the line. There's a dozen people working over at all in to make that event spectacular for. I don't know if it was 3,500 or 4,000 people. That literally double last year.

It was about 3,500 people, they said. And I mean, it was amazing to be backstage and how tight everything was. The amount of people coming through, going up on stage, coordinating the. There was a whole documentary crew making behind the scenes footage. Security, I mean, I was about to say security.

When you have a lot of people going through a back, a green room or a backstage, that's, that's tricky.

The movie parts of this production were amazing. I mean, there was so much going on. It was really impressive to see it.

Super next level and you know, a lot of important discussions. My, my bestie Elon showed up for me for the fourth year in a row. So I really appreciate that. You know, you can you really tell your, who your friends are, you have a show and you're like, hey, just always. I always tell him like, you know, if it, if it, if it's good for you and you want to hang with the boys, you know, love to have you. And I don't obviously put any pressure on him because he's super busy running 752 different projects and he always just says the same thing. Okay, sure.

Do you want to do, want to play the clip? I got, I got.

Oh, we do have a clip from Elon. Yeah, I don't know what the clips are, but sure, let's play the clip here.

Lon, why don't you talk us through what I'm about to show as I pull it up.

Yeah.

Which Elon clip is this, Oliver? I don't remember.

Oh, this is the humanoid robots Starlink and more.

Oh, okay, great. Yeah, sure.

Yeah. I think this is the part he was talking about. The difficulties and complexities of humanoid robots.

All right, here we go.

What's the progress like and how many of your cycles are going specifically? What's the timeline? I think you're on version three, maybe four. Tell us everything. Finalizing the design of Optimus version three. And that really is going to be a very remarkable robot. It will have essentially the manual dexterity of a human being, a very complex hand, an AI mind that navigate and propagates reality. And if we made it work, my bug, those are the three things that are missing. If you see any other robotics company, they're missing those three things. Those are the three really hard things. And I spent actually this point, it might be more fundamental cycles than anything else. Any other single thing on Optimus that's solving for real world AI. All of the mechanical issues of this supply chain function, how it can load it, because there is no supply chain that exists for regular. But this custom retail, none of the activities are so. But I think the practice thing that if successful.

There you have it. I mean, that was a theme that came up a lot actually, was the sort of connection between AI and robotics and how the whole robotics industry is sort of waiting for AI to like, get to the point where these robots can sort of begin training themselves and we can automate the training a lot more like that. That came up, I think, a few times during different presentations.

Yeah. And Alex, obviously you and I have discussed this in granular detail. The real magic here and why I think Elon's got a tremendous advantage is he knows more about factories than anyone with the possible contemporary of say, like the Apple, right. There's really only two people in the world, the team at Apple and Elon's team, that have done at scale creation of factories to make at scale products like an Optimus or a smartphone. And you then have at the same time, you have to put a brain. Right? So if you start thinking about this wizard of odds style, you know, it's got to have the courage and dexterity of the lion to be able to move the arms. Right? Okay. So that's a unique challenge that Elon hasn't done before because that doesn't exist like say in a Tesla or in a rocket. However, the factory to make things is something that he is just unprecedented in his firsthand experience. So then you look at the brain. If he only had a brain. And that brain comes from. Who's the. Who's the brain? The Tin Man, I guess.

Yeah, Scarecrow.

Oh, no. Scarecrow. If I only had a brain.

Tin man needs a heart.

Tin man needs a heart. Okay, so, you know, if I only had a brain. And you know, in that case, Grok, chatgpt, Gemini, Claude. The brain is being worked on and then you have vision, which real. And you have the real world vision. Not just, oh, here's a flat picture, but hey, something is moving through space. So who has moving through space? Tesla, Waymo. There's a small cohort of people who are moving through space in real time with very sophisticated chipsets and computer vision, assessing the world. Now they're assessing the world at 55 miles an hour, at 35 miles an hour, with thousands of pounds of steel moving around this is going to move around at 3 or 4 miles per hour, 5 miles per hour maybe eventually. Like yeah, 4 or 5 miles per hour would be probably the top speed you'd want these things to go at like a jog and probably even then that won't be until version 6, 7 or 8 that they'll. You'd actually want them even if you could technically do it to run it would do it. So really interesting, you know, the position he's in and you know, having known Elon for 25 years, I can tell when he's deep in it by this is my Elon tell after countless dinners together is when he goes and he looks down or looks up, puts his hand on his chin and he's thinking because he's not thinking about my question. He's parallel processing 17 problems and cycling through them. The actuator, the forearm, the computer vision, he's thinking about these things. He's got a very active brain and he parallel processes them. So I do think if anybody's going to make this into, you know, a, a billion unit product, it's going to be him. And I do believe we'll be sitting here in 20 years. Hopefully we're all still here and saying yeah, Tesla used to work on cars. You know, they were a car company, remember that? And you're just going to be like, oh yeah, they had a car line. Yeah, they still have that. Right. It's going to be almost like, you know, the merch store compared to the cars is what we're going to look at the cars. Oh yeah. You can also buy Tesla branded car or tequila if you want but, but your Optimus is going to be really the show and they're going to be able to produce these for $1 an hour, all in maintenance support, etc. Right. So you start thinking about that, you know, 10,000 hours a year at a dollar an hour. 10,000 hours a year or something like that. I don't know how many hours are in a year but you know, close to 10. So that's pretty miraculous if you think about it. Alex, any, any thoughts as we move on to our next clip and maybe you can tee up the next clip?

Yeah, yeah, very briefly I just want to throw in. We didn't get to talk about it because we didn't have the live news show earlier this week, but Alibaba dropped an R1 robot earlier this week. So just lots of competition out there and the startups in the 2500 are Apptronic 1X and figure are three names to put out there in the humanoid game. So I mean, we talk a lot about Optimus on the show for obvious reasons, but startups are also barking up the same treat. So let's see.

Foreign.

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Yes sir to producer Claude. 8760 hours in a regular year.

So I think these things, I think anybody would pay a dollar an hour to have these $24 a day. Maybe they work 23 and they charge for an hour. But you can imagine when you're asleep it could be doing the yard work you could imagine while you're sleeping. It could be walking to the grocery store and up fresh croissant for you at 6:1am when your bakery opens and the robotic the optimist behind the counter will give you your panel chocolat and walk it home to you.

Pay a lot more than $1 an hour for someone to carry my croissant back to me, let me tell you, because currently I do it myself and it sucks. All right, next up, moving on social media Bans and investigations. Jason, this is something that you flagged directly. There is a new bill in the House from Representative Angie Craig called the no social media at School Act Now.

Oh, we're going to do a couple more guest segments for the show.

Oh, I thought you wanted us to move on to the next story. My bad, Jason.

Next clip.

I got it. So Alex Karp was on there and he's, you know, he's got, he's a high energy guy. He's got a lot of bold opinions. He, he is not afraid to tell the besties he doesn't like their question and he's going to answer a different question.

It was great.

Yeah, he's, he was, he is certainly a very active and engaging speaker. So here he is, just responding to criticisms and complaints about his company, Palantir Technologies.

The way I've never done anything like this to actually understanding.

This is what the whole thing was like.

So what he's referring to here, Alex, is. And he used a bunch of different words for it and chamath correctly, you know, did the right thing by the audience to just say logs. If you want to use certain products you always see in detective films, you know, like the mob guy saying, I need you to run a couple of license plates for me. Some detective who's, you know, got gambling debts, runs a couple of license plates, gives it to them and they ask their friend who works on the computer, you know, it's a little bit of a high risk behavior because, hey, why did you run these people's license plates? You got to explain it. And who asked you to do it? You know, in previous iterations of software, et cetera, there were ways to do that without having a bell go off. In Palantir and these other products, they've designed it so, you know, you have the history of this person, you have all the different data, and you can think of it like a blockchain. Sure. You can't abuse it because you have to log in. They're probably using biometrics when you log in. I'm just taking a guess and speculating here. So if you build a system really redundantly where you know, it checks, it checks your thumbprint, your iris, you know, two factor, all that kind of great stuff. You can't be like, I checked on my ex and their whereabouts using Palantir because it will send an alarm and then those logs get checked by other people. So I think he makes a great point. You did see a lot of facial contortions from different besties, including myself. Because at one point Chewbacca said a really funny thing. He's like, I just want to say one more thing. And Chewbacca said something to the effect I just want to ask a question. And he's like. And then he admonished me. I was like, well, to my original question, he's like, yeah, your original question is not important. I said, you know, you kind of like broke it out into 17 questions. Yeah, that's because your original question was bad. I don't know if you said my question was bad or not. Yeah, he did.

He said your original question was bad. He's like, no, it wasn't a good question. So I reformatted it into something.

It's incredible though to see someone out. And I say this with love. Out. Yap the yappers. Like, I mean you guys are good at talking. And then he was just about to fall off his couch drinking a full sugar Mexican Coke. Just riffing.

Yeah, the full sugar Mexican Coke. I did get a good one liner in where I said I'll patch. And I, I offered him one.

Attacker's patch.

Don't eat it.

Yeah. About to say unnecessary. If there's ever a person who did not need to have an upper, I think Alex.

Well, and I was sitting here a year ago on my Disney vacation last year, you know, in Los Angeles and at dinner last night my, my brother in law reminded me that I told my wife Palantir is overpriced at 25 when she bought it. And it makes no sense because it's you know, 50 times the revenue or whatever it was at the time. Price to sales ratio, we talk about that stuff and is, I don't know if the stock's at 150 or something outstanding.

I regret to inform you, Jason, it's at 171 22. So you need to resign and give your wife.

So my wife said 7x on this bet. You know, like she, she really is like one of the great traders of all time. She bought Roblox at $40. She bought, she's made some real estate deals that doubled in five, six, seven years. And she bought Palantir and she bought Bitcoin at a buck fifty, so $150. So she's an incredible trader. And even though my Uber and Robinhood investments are 1 and 2 in our portfolio, I think she's 3, 4, 5. So shout out to my amazingly beautiful and intelligent and deft investor wife, Jay.

So guess, guess what the price sales multiple for Palantir is right now just.

For fun, it's got to be over 100, right?

121. 121.

But here's the thing, if you know, we have seen Nvidia and other stocks do that kind of movement when they are sitting there building, building, building a great product and the market then embraces it and the founder finds some huge innovation. And I think the huge innovation with Palantir, and again, there's tons of conspiracy theories. He points out the derangement syndrome. He points out, you know, there are skeptics and all that stuff and he loves it all. But you know, the bottom line is people need in the future of war, being anti terrorist, et cetera is going to be AI. And if you are building platforms that are just flat databases to kind of try and accomplish anything, be dwarfed. Just like Optimus powered by AI will dwarf those. So it was really a treat to have him there and he was incredibly generous. You can always tell like a speaker's character by how they behave when they wind up backstage and everybody asks for a selfie or whatever. My wife was backstage and she just introduced herself and he was incredibly kind to her. Took 5 or 10 minutes in his busy schedule to talk to her and then invited her to come on a tour of Palantir. So I just want to say thank you to Alex. I judge people on their the absolutely unnecessary interactions backstage that they could easily skip with their security and being flown to a private area. Every time you turn on the news, it's about AI getting smarter and smarter. These models are writing perfect code. They're acing the world's most difficult exams and it turns out they're also pretty good at making money. That's why there's Public.com, the investing platform for people who take their money seriously. What really sets Public apart are their AI powered tools and features. Check this out. You can ask public a question about any stock in plain language and get a straightforward answer. If you want to see why a particular stock's price jumped or crashed, they've got a clickable AI generated summary right there in the performance chart. You can build multi asset portfolios on public stocks, bonds, options obviously, but hey, maybe you want a little crypto in there. Some ETFs. I will advise you to try public.com and access industry leading yields like 4.1% APY on your cash with no fees or minimums. Plus for a limited time earn 1% match on all IRA deposits, IRA transfers and 401k rollovers. Never too soon to get that retirement Dialed in. So go to public.comtwist today to fund your new account in five minutes or less. That's public.comtwist disclaimer paid for by Public Investing. Full disclosures in Podcast Description and he also walked the floor, I understand, and talked to the audience.

He's a very gregarious guy. Amanda too, had really enjoyed his presentation. And as soon as he came, like, literally, she's, she's tenacious. The moment he came backstage, she was like in his face, like, great job. And he, he chatted with her and sort of gave her the whole kind of spiel and, you know. Yeah, a very. Regardless of how you feel about him.

And his company, I mean, it's like Robin Williams. He's like Robin Williams combined with, you know, Sergey or Lag Larry Page. You know, like those are maybe slightly understated, cerebral, brilliant guys, you know. And then you have him cerebral but highly extroverted, highly verbal, willing.

It's a, it's a rare combination to see, actually very don't see those two overlap as much as they do in his case.

I do kind of feel like it's a Meme stock. Like, not that, not that they're not doing business, you know, making money, whatever. But I do feel like there is an element of Meme stock just because he's that guy. Like, and I feel like people see him speak and they get excited about this is.

It's a great topic. Yeah, it's a great topic to unpack, which is retail investors and their vision. I think the retail investors can, you know, were playing fun games with GameStop and AMC, but now I think they're quite sophisticated. And when they assess a company like Palantir, Tesla, Open Door, hopefully someday, Uber, hopefully they got it to Robinhood.

Clearly I benefited from the Robinhood one.

Not that I'm banking on that kind of fervor. But they do tend to have an optimism and they vote with their dollars. And that means, you know, you could have shenanigans that we saw with Gamestop and AMC where they're, they're trying to use the float or some technical things to outlast people shorting stocks. Put all that aside. Tesla Q. That'll happen. Now we're vented a phase two of Meme stocks, which I think is Manifest stocks instead of Meme stocks. They manifest that this company could break new ground by doing the following things replacing the CEO. So I YOLO'd, as I said here on the pod, a Cranberry 25K into Opendoor and I told you What I was gonna do, right, gentlemen, I said I'm gonna cover my base, I'm gonna put in some limit orders. So I sold like a thousand shares. I tweeted it at 6, 7, 8 or $9, I can't remember. I just put those in the second I bought it. And I said I'm gonna get 2, 000 shares for free because these people are lunatics. And they will get it to $10 a share. Enough. It broke down yesterday. All my limit orders were filled and now I'm sitting on 2,000 free shares. 20, 20 grand for free. And they also replaced the CEO. They brought back Keith Raboy. Keith Raboy was on CNBC today, you know, and re engaged. So what they're doing is they're saying, hey, there's this carcass over here and this great potential called Open Door that you all don't see. It's too low. If you got Keith Raboy a proper CEO and you compensated them properly, you and you use these assets, you could actually build something really important here. The original vision for Opendoor was brilliant. And they've got some other ideas around fractional ownership, blockchain ownership I hear around letting people buy into, you know, rental properties, et cetera, which is a good business actually historically. So they, they, they're different now. They're really sharp and they put, they put in their homework now they also have fun and they try to create an army and they do stuns to get attention. But you know, all that energy then winds up with people knowing and understanding the company. One of the great complaints, Alex, as you know, is I can't. Even though we have half as many stocks, the some stocks can't get coverage. So if nobody will cover Open Door or, you know, I yolo'd into next door a couple years ago and I'm waiting for that one to, to get picked up because I do think that's a got the same kind of potential. They do bring that energy for people. And then I think it energizes management to, you know, maybe reconstruct the management team. And these don't become forgotten zombie stocks. And that's pretty interesting to me. Your thoughts, Alex?

Well, I think as we have stocks that are worth not just 1 trillion now, companies that are worth 1 trillion, but 2, 3, 4, 5 trillion. If you're a 1, 2, 3, 4, $5 billion company, you're just not very big. So you're not going to get as much coverage. But you can take a charismatic leader with a good take on technology where Things are going and really lever then to a much larger profile. And not to point any fingers at Box's market cap, but I think Aaron Levy kept that company in the news and in people's minds for years when it was in the wilderness. And to your point about having a manifestation or a place you're going, they've actually done relatively well in the current Gen AI era and they've reignited growth and they've made it through the trough of despair. But would that have happened without someone like a, like a Keith, like an Aaron out there kind of beating the drum? I don't think so. So I think, I think these individual leaders can, can really matter. Palantir incredibly valuable. Would I buy it right now at 125x trailing revenue? Probably not because I'm cheap. But I'm glad people are having fun. Shout out to Palantir for grow. I forget the number offhand, but I think their US gov revenue grew like 50 some percent last quarter. It was excellent.

Awesome. Okay, we, we're, we're running along here on time here with this clip, so maybe we'll do. Well, we'll do some more clips on Monday but maybe pick your favorite of the next four or so. Lan. Oh, I think we ladies choice as we say.

I think Tucker versus Mark Cuban is where we end up today.

Costplusdrugs.com.

Yeah, we had Mark Cuban came out. We talked a lot about costplusdrugs.com, his online pharmacy and his.

Wait, what was that.com lawn.

I couldn't find it. It is the.com? yes. No spaces, no dashes.com.

And then we brought out or they brought out Tucker Carlson to sort of mix it up with Mark Cuban in real time. A lot, a lot got covered. It was a, it was a wide ranging talk. But the clip we've pulled was the two of them. This is actually blown up on MAGA social media. They're discussing specifically the conflict in Ukraine. They have very different takes on America's involvement. I'll let the clip take it from here.

All right, let's do it.

I knew it was.

I knew it.

Have you, how much money have you since Ukraine? So what do you mean by we.

News family's from Ukraine.

Like why don't you send them a billion dollars? Why don't you fix their health care? If you're like you think we need to, why don't you start? How about you first? I noticed that's never like even an option for anybody. It's like we need to help. That's not what charity is. Forcing other people to help is not charity. The good news is all the weapons, we're on loan lease. We're getting it back. And our dear president.

All right, so I, I am shocked.

That as we pulled the Tucker Carlson clip, what we had was a bad faith argument punching against someone who's trying to make the world a slightly better place. Because nothing to me says Tucker like being a complete bleep bleep. Yeah.

So, wow. You know, here, you can cut that out, but.

Oh, my God. God, what a fucking swami asshole.

How do you really feel, Alex? Here's the thing I'll say about Tucker because I do get a lot of feedback on, like, Tucker being included. He's an entertainer. I'm fine with having entertaining people who are bombastic on all in. And I don't mind anybody speaking what I did think it was necessary for me to correct the record because there's a little cherry picking that occurs and hey, hey, we're talking about vibrant debate at the top of the show. He's a great vibrant debate. It's important we have these and it's important for somebody like me, who's a moderate independent, call balls and strikes and remind people it was a lone lease. Trump enforced a loan lease. Biden set the loan lease. And. And Trump actually negotiated like plus plus plus on top of it. So this argument that, like, anybody needs to worry that we're not going to get our money back, just like World War II, we got all the rebuild contracts. We did fine with the loan lease, we did with the UK and other folks. So I think, you know, Mark, Mark's reaction maybe is genuine. You know, you can only focus on so many things in the world. Okay, that's fine. Tucker makes a good point that charity starts at home. Fine for him to bring it up. I don't necessarily consider it bad faith. There's a little bit of, you know, debate club between, you know, for folks like Mark and Ezra and Cuban and Rachel Maurer. They're all like the debate club folks who love to debate these things. And they use that, like, personal technique. Oh, you know, are you doing it personally, etc. Putting all those techniques aside, we do all. And I sent this tweet out to just give a little coverage for Mark and fairness and balance it out. We all pay into taxes. Marcus paid more taxes than anybody on that stage, I'm sure. And those taxes go then to our leaders who then make thoughtful decisions of where to send stuff. It's not like Mark can legally form a militia or back a militia to do this or donate extra taxes earmarked in our democracy for weapons for Ukraine. That's just not how it works, folks. And so, you know, I, I thought it was an entertaining exchange. I think it's good for people to think about these things. And I'm fine with a little bit of the debate club.

Oh, no, no.

I'm not saying don't have them. I'm.

Let's, let's.

I do wish that people understood or this distinction sunk in. We were talking about Charlie Kirk. We've talked about, you know, you've had Ben Shapiro on All In, Megyn Kelly, Ezra Klein. Ezra Klein.

I'm sorry, who was the former? Who came.

Larry Summers.

Larry Summers. So it's not just one. And we had Dean Phillips and we have Reid Hoffman. Sure. It's a Mark Cuban. It's a very. Both sides.

I think what I was going to say is less about the partisanship, is that these people are all professional broadcasters and entertainers and masters of the algorithm and social media. How to get, how to be very culturally loud, how to get a lot of people's attention. That's what they're good at. We remark this every time behind the scenes. Nick and I talk about this all the time when we have a guest on all in who is a professional broadcaster, a Ben Shapiro, a Tucker Carlson, an Ezra Klein, somebody who spends their whole career talking into a microphone on a camera like I'm doing now. And I think this is true. As much as I disagreed with him, I think this is true of Charlie Kirk as well. You get so good at how to. How to speak in a compelling way, how to grab people's attention, how to say something funny at the right moment, how to say something sincere at the right moment, how to calibrate your appearance that it makes you extraordinarily compelling regardless of the content of what you're saying. And I think that's what you can really see on stage. Like, Mark Cuban's a smart guy with a lot of good things to say, but he does not have that 2200,000 hours behind the mic and camera like Tucker Carlson has. And it just makes him a force.

Like, I mean, you watch Ezra Klein, you know, Ezra Klein is. I don't know that he's ever built a product or service in the world. I don't know that he started a company or been a builder or a capital allocator. Media.

He co founded Vox Media.

Yeah, he did, actually. But I Don't think he was involved in that.

I don't think he was running it day to day.

He wasn't a business guy, sort of my point. But he is an incredibly gifted debater. And man, he's super compelling. And you know, he's compelling when both sides hate him. The left hates Ezra Klein for, you know, half his editorials. The right hates him for the other half.

And today it was, today it was his Charlie Kirk op ed this morning.

Which was, I thought, you know, which. Yeah. And I'm just like, okay, he has sympathy.

And I think he called, he said he was like he was great at debate or he was. He was doing debate in the right way or he was doing politics. Politics in the right way. And I think that did rub a lot. If you look at the content of what Charlie Kirk said. I think there was a lot of upsetting stuff there for some people.

And I'm. And there's people on the left who say upsetting stuff. Let's keep going.

All right. We did also have the. This is not about Charlie Kirk content wise, but the Internet reaction and the use of AI to try to find his killer. Did you want to talk about that? I thought it was.

I think actually this is kind of very interesting. And, you know, I think people need to always understand breaking news stories. Yeah. And, you know, you need to have a skill set as an adult and even with kids, I would say young adults as well, because they have to process this. And I'm processing it with my daughter and her friends are all talking about this because Charlie was so dominant in tick tock and short clips that they're all very aware of him and they're having their own discussion. In a breaking news story, you really don't know what the circumstances in fact, even post a breaking news story, we still don't know about the person who shot President Trump that seemed to have gone away. We never got the recap of that.

Person'S motivations or deep dive on that one.

Well, I think it might be similar to, and I'm not a conspiracy theorist, but, you know, it might be, there might be aspects to that that they don't want to release in the same way Unabomber manifesto could motivate people, etc. Etc. Etc. So I'm going to give them a little bit of grace there that maybe they made a thoughtful decision in not unpacking that at this time. But there was a lot of speculation, a lot of gumshoe detectives on Reddit.

Yeah. The FBI. Oh, sorry. Go ahead.

No, I'm just gonna say if you were just speculate all you like. Fine. Social media. The mind has to process things. I get it. You know, whenever somebody dies in your immediate family, your mind tries to go through every permutation possible to figure out for you to process the emotions collectively. You know, unfortunately, while scrolling, I saw the close up video of the assassination of Charlie Kirk and it's like scarring. And when it. Something hits you that emotionally it's really hard to watch and I wish I had not seen it. Although in some ways I feel like I'm going to go ahead and say it's so scarring that maybe that's a good idea.

Yeah, it's.

I could understand people not wanting to see and I can understand people wanting to understand exactly how horrific it is to process it as well. And I'm not an expert on it, but you do need to, while you're speculating through this, just hold a little bit of space that there could be any permutation here. Could it be a conspiracy that, you know, the, the CIA or another intelligence agency could be involved in something? Of course that's possible, just not probable. Could it be a mentally ill person? Almost certainly. That's what we'll find out. That's almost certainly what happens in these cases. Is it somebody.

Well, that, that does seem to be the case this time. And that of course, extraordinarily online guy who was just deeply troubled.

I don't think we have to ban people from speculating. And there's no way tools, maybe it's helpful actually when you crowdsource this stuff because you could find the video that maybe the, the FBI hasn found yet. But just tell us what people were doing with AI.

Yeah, well, here's the twist. So the FBI posted some blurry images of a person of interest in the shooting. You could see that one on the very far left here of this graphic. And so what people did was they took this image and they tried to enhance it or upscale it using all of our generative AI tools that are so popular now that, you know, people are often using for memes. And you can see here are three examples that people tweeted out. And the thing to notice about these three examples is that they all look very, very different because these generative AI tools, they. I feel like this is a misunderstanding of what these tools do that people are thinking it's going to extract the authentic image from out of these blurry images and make it look clearer to the naked eye. But what the tools are really doing is filling in the details to make it look clearer, smoother, based on previous images they've seen and their best guess as to what this guy's face looked like. So that's why you're getting very, very different. And in fact, you'll notice some of the AI tools rendered his shirt as just random patterns and images. Others turn it into a bald eagle in front of the American flag. I still. I don't think we've got confirmation of what was actually on the shirt. So you could see how this could lead to all sorts of potential problems that people either don't understand how these tools are working or don't understand how they could use them. And I feel like that, to me, is the interesting question, like, how bad do you think this is going to get? Do you think eventually people will figure out, here's what AI is good at?

Alex, what's your.

What's your take on how I could use it?

I could maybe steal me on the other side. Maybe these tools could come up composites of potential. I'm sure the FBI has tools or, you know, artists. They've always had artists, sketch artists, say, you know, here's potential just based on the human averages of what this person could potentially look like. And they could make 10 versions of it based on, you know, a probability of, here's what twin, you know, this person is, appears to be of this nationality. They're in America, they're in this city. Here's some potentials. And then run those potentials against databases of students at. And the Facebook or the book face of students at that university. And certainly they were doing that. So I guess how close is the public to being actually helpful here in.

Pretty far away.

Pretty far away.

Yeah, it might. So I've had the misfortune of having been online through a lot of school shootings and similar acts of violence, and pretty consistently 90 of what you see and hear and read and is put before you on social media is wrong. That was the case during the catastrophe, the tragedy. And that was also the case again when the name came out and everyone found the wrong person who had the same name and jumped to nine conclusions and wanted to make their same point. I don't think we're going to fix human behavior. I think we're always hunting for the why very quickly. And so I think these tools will become part of the conversation. So I would put the onus not on is this kind of the right thing to do or the wrong thing to do? I think it's what humans are going to do. So I think what we should really focus on is individual education of ourselves to spot what seems to be legitimate, what is confirmed, what has been reported by several different news groups, and what is AI slop that people might be trying to push upon you. And I think as social media becomes more algorithm heavy, I think people get rewarded by the platforms for doing very poor detective work. And so I would just caution everybody to take a break during breaking news unless you're directly reporting the story. You don't have to be there every single minute and let these things settle down, down. But Jason, back to you.

Well, I was going to say, you know, there is a passion for crime stories or always have been. They, they are very popular in entertainment and we have documentaries now. And there is one thing that is helpful, which is asking the public for help in identifying people.

And so that's how we caught this guy. His father turned him in because he confessed to his dad and to a friend on Discord and then they turned him in. So that's the only reason we caught the guy.

Guy.

Yeah. So, yeah, there it is. And I think sometimes there have been these cold cases, podcasts and, and documentaries that raise awareness again, the human mind tries to solve problems and, and resolve conflict. Cognitive dissonance of how these things happen and all that energy, although it will be wrong in the majority of cases, it will be spastic, it could be offensive and could certainly rub people the wrong way. I'm sure victims families don't always feel so great about people becoming obsessed with it. They do sometimes lead to maybe not the detectives and the investigators going, oh, I never thought of that possibility. But it could lead to a piece of evidence or a person coming forward who previously had not. And it could be could, you know, potentially. And so I'm just, you know, I think there is something to crowdsourcing aspects of these. I do think we will see folks when they leave social media footprints, especially if they're on private accounts or in deep into forums that are not easily queried because they're behind paywalls or logins. There does seem to be an opportunity there as well. Is this person in a Facebook group and a subreddit with a handle and can I identify their way of talking? Or maybe they use something in their handle, you know, a character, a series of words or keywords that could then help you find people. But you got to be careful as well, because I'm trying to remember the case recently where everybody went after the.

Wrong person, but it was the Boston Marathon bombing is the one. The Reddit thought they'd identified the guy and there was like 12, 16, 18 hours between them all looking for this wrong person and the Sarnav brothers, who were the actual parties responsible, being arrested.

Yeah. Thank you for remembering.

If you have a tip that you come up with, if you have a brilliant insight, if you have something that you see, you can turn it into the relevant legal authorities. I think that my tip lines. Yeah, the tip line, sure. I think my. My more negative take, Jason, was more predicated on. I don't think a lot of the people sharing stuff in the last couple of days have been trying to help solve the case before we caught the shooter. I think they were more trying to drive more attention to themselves. I believe this is called chasing clicks.

And to me, yeah, cloud chasing. Clickbaiting. Yeah, that's unfortunate.

Gross form of newsjacking. Yeah. I think that's why I'm just.

I just also worry that we're not informing people about what these AI tools really do. And there's a lot of people that believe it's just like this genius that lives in your phone that can answer any question and don't have a good applied sense of, like, what it's actually doing and how it actually works. And like, I think this is just the latest issue that that's going to.

Yeah, you certainly saw that with the psychosis stuff where people thought like, oh, and the south park obviously lauded that and featured that in the one recent episodes where it was like, oh, my God, you know, I want to turn French fries into salad. That's my startup identity.

That's a great idea.

That's a great idea. It's like, it's not actually a great idea. It's sycophantic and. But, you know, that is part of the process of any new technology is people kind of learning how it does what it does. The great irony of this technology is that as it gets better, people's perception of its genius will actually become closer to the reality of it. These things do have a level of rigor that will emerge over time where, if prompted correctly, if you said, you know, instead of just give me a better picture of this person, make it clearer. If you said based upon, you know, the average look of somebody, this height, this weight, etc, give me some permutations and the probabilities that the person looks like this, that could be interesting, you know, and. And I'm sure, like I said earlier, the FBI has had those tools for a little while. Maybe Ballinger makes them, who knows? All right, let's keep going. What else do we got on the dock?

It.

All right, so let's talk about social media bands. Jason, you called for a story on this. There's a new bill in the House from Representative Angie Craig, Minnesota. It's called the no Social Media at School Act. Kind of says what it does on the 10. The nuance to this particular bit of legislation is that she wants social media companies to geofence around schools to effectively block students from being able to access social media services during those times of the day. She wants people to learn and not scroll. To me, this seems like a very complicated way of saying no phones at school, but I'm curious what you thought.

I think it's brilliant if you can geofence me to create a anonymous bullying app like some of these anonymous apps became. Not that the creators intended them to be bullying, but they did say, hey, all of that cohort was, you know, a mobile social geofa. Mobile social geo application. And you put those things together, it's in your pocket, it knows where you are, and it identifies conversations or limits them by location. And obviously we do that. You know, whenever you're in Dubai or Austin or New York, you're going to get ads that are geo targeted. Sure. Very easy to do. And so if a school opts into it, the administration should be able to say, no g. No targeting of students. And let's turn off Instagram, Facebook in this one mile. You know, on the campus. If the school board there decided to do that, I think actually it's productive. And phone lockers, if you pull up producer Oliver or Claude or maybe both the phone lockers available on Amazon. I have been trying. I've been lobbying about this. And this is a very sample of this. Yeah, this is a very simple hundred, $200, depending on how many phones you can do. And they're made of Plexiglas or metal. You slide your phone in, and in some cases that one, I think, you know, somebody has to administer it. And other ones, they're little lockers that each have an individual key and you can see into your phone. And then you wrap. Wrap the key around your wrist so you don't lose it. And then if you need your phone, you can go to the front desk or to the vestibule, the lobby of the school. Just like when I was a kid, we had the rock at Savarian High School, which is a big giant rock in the back, and the. Where you could go smoke. Think about how crazy that was in high school.

Yeah.

You could go to the rock and smoke, and there were teachers smoking there with the students hanging out and bumming cigarettes off each other. It was a different time, folks. Is the 80s.

That was still the 90s. I went to high school in the early 90s, and you could go smoke at the back by the flagpole.

You could not smoke in the 2000s.

No, it's totally acceptable.

So, you know, if you think about what's worse for kids today, smoking or social media, I'm going to go. I'm going to give social media the edge. I do think. Yeah, I literally would.

Did you guys like not to take us down too far a rabbit hole here. Did either of you watch Unknown Number, the high school catfish documentary that's on Netflix?

I have been hearing about this one.

All you'd have to do is that. And you will be like, yes, we should absolutely shut down social media. Like, those kids would have been saved from this whole ordeal.

Yeah.

If they weren't. If they weren't allowed to use their phones during the school day.

It's such a distraction. You know, I was at dinner the. Just the other night, as I mentioned earlier on the top of the show with. With Vlad and some friends, and Jared Leto was there, and we're all talking and, you know, I just said, you know, I was talking to Jared about movies and attention spans, etcetera, and having that obvious debate that we've had here before. And I said, you know, I think it's coming back because look at all of. We have our phones on the table faced down. Every single person had their phone face down. I said, we all took the time to put it face down for a reason. We're signaling to each other unconsciously that you have my attention and that we enjoy this time together having the spicy rigatoni and the veal parm. Although carbone foul me. They. They'll usually make me a chicken parm off menu.

Yeah.

Which I prefer to the veal parm, but they feel parm. They were very busy. They were very busy.

Wow.

Okay.

And so chicken parm is superior to veal parm.

Listen, guys, guys, I gotta stop us here. We're gonna go down a rabbit hole.

Fair enough.

Stop us here. We gotta stay. Got a lot of docket, guys. This could take us 10 minutes over the Purchers, but I think the onus should be on the social media companies to support the educators in this regard. This is where somebody like Zuckerberg, who I think has made the wrong decision every time it comes to our children could actually show some leadership. Why doesn't Zuckerberg come out and say this is something we could technically implement? Oh, because it doesn't make him money. Right. It doesn't make the stock go up. And he could put five engineers on this and, you know, five product managers, ten of their hundred thousand people or whatever. It is a de minimis cost to him and he could make a big impact. So somebody clip this, send it to Zuckerberg and his lieutenants and let them know that I expect them to take action here and I want to see them for the first time in their lives as a company to take proactive action to protect our children. Yes. Zuckerberg, three people sent this to you. You can all guess his email. Just put it on social media, on threads, put it on Instagram and not mention him and just say, jcal says this is a time when you could actually do something thoughtful and proactively as opposed to getting pulled in front of Congress constantly and having whistleblowers determine your action. Which is the lowest form of leadership if you want to be a leader, Zuckerberg. And I'm not going to make this personal and get into another Palmer Lucky situation. I'm talking about an organization that has a track record of not being proactive in safety concerns with our children. And he has children. I have children. You have children, Alex. Lon, we don't know. You could find out.

Probably not. I don't.

23Andme. We'll find out if anybody emerges. But the truth is, I really think, you know, at this point in Zuckerberg's career, being fabulously wealthy, powerful, having every dream he could imagine, just having come.

Off this major controversy about his own internal AI team allowing the bots to flirt with children. Like, what a perfect way to respond to that.

Get ahead of the curve, Zuck.

Right now we're going to go proactively defend the children. Like, wouldn't that be a great way.

A message to Zuckerberg, Proactive. Once. Once. Can you do it?

Just, just try it for.

For giggles. All right, next story. Let's keep moving here.

Speaking of meta, just add a coda to that. The FTC announced this week it's looking into AI chatbots, interactions with kids from Alphabet, which makes Gemini character, AI, Instagram, Meta, OpenAI, Snap, and xai, notably not anthropic. Maybe because they're just not as popular on the consumer front. But the FTC wants to better understand how these companies, quote, monetize user engagement, process user inputs, develop and approve characters, and then Jason, I think this one's very important measure. Test and monitor for negative impacts before and after deployment. Mitigate negative impacts, particularly to children. This is essentially in response, I think, to the Meta Chatbot fiasco. But a lot of other companies are being dragged into this.

There was a character AI suicide or a suicide. Let me just be crisp in my I don't want to be framing these things non eloquently, so I'll just give myself a second chance at it. A suicide that occurred based on somebody who was using character AI and was overly enthusiastic about that usage was clearly was not a healthy use of it. Yes. In no way am I saying that character AI killed that child. But I do think as these tools go into the real world there needs to be a discussion. It would be great if it was proactive that when a child gets on these systems you age verify. I I don't see why age verification is so difficult for people to understand. If you are going to engage in adult discussions with these powerful technologies, just do an age verification and we need to have a global age verification system that is run in an opt in way by the two major platforms, Android and Apple. They should, Apple already has a designation between children and parents and family. You already have my credit card, you know, I'm an adult, et cetera, et cetera. They should set that on the device level and it they shouldn't be forced to do it, they should do it as a group group. They should say hey, we have an idea of the person's age and if they want to upgrade to an adult account, they should put in a credit card, take a picture on the phone level and say I'm an adult here. Now of course privacy concerns, yada yada. But this would be something that platforms could opt into and say here's a free version of chat GPT. You don't have to log in, it's got these guardrails. And then they could say and this is our one that doesn't have the same guardrails. And you do have to log in and you know, we, we would like to know your approximate age range based on your iPhone stuff. Now you do get into registration and privacy issues with all of this. So again it doesn't have to be for everything you use. There'll be anony anonymous platforms, Reddit or pseudo anonymous like Reddit or fully anonymous ones. If you want to go use the Dark web and the Tor network, you'll be able to find those things as well. But why not have this as an option for Companies to say, my so powerful. Yeah, you need to have some registration. I run into this all the time. I ordered Kombucha the other day and I needed to show my driver's license and I'm like, it's got a kombucha.

With that Kombucha, you know, it's fermented, 0.1% alcohol.

I mean, some kid going to drink two gallons of it and get a buzz. I mean, really?

Okay, can you imagine what drinking 2 gallons of kombucha would do to your body?

By the way, shout out to producer Claude. He has an answer for why no anthropic on that list. This. The FTC is specifically targeting companies offering, and I quote, AI companion products or services defined as chatbots, designed to mimic human characteristics, emotions and intentions, designed to communicate like a friend or confidant. Claude is an AI assistant for productivity and research. That's why they're not included, which would be Alex.

Such a simple thing to do is to separate out these products into their own apps. So yeah, as everybody experiments with personalities, if the personality is designed to build relationships and be a companion, just make it a separate app. We had the CEO of Eli Lilly, Dave Ricks. Dave Ricks was at the event, really nice guy. And I gave him a big hug.

He was very nice. I chatted with him briefly.

He was very nice, very nice guy. And we talked about our shared passion for skiing and I thanked him for my 40 pound weight loss. Nice that GLPS have done. And I've given it a lot of thought. I didn't talk about that weight loss during the first two years because when I started using GLP1s, they were an off label use. They Ozempic, if you remember four years ago when I started. Thank you to my friends Tim Ferriss and Kevin Rose, who had a discussion about it on their random podcast and they call it random show, you know, and they're biohackers obviously. And they had been using it off label for visceral fat around Kevin's heart and lungs or kidneys, whatever that is. I can't remember exactly how I framed it. And so I went to a doctor and I convinced him to let me try it off label for this weight loss, which I struggled with after gaining two pounds a year for maybe 20 years. Used to be a marathon runner, weighed 165 pounds that way, 172, 173, lost 40 pounds. I'm literally almost to my marathon running weight, which I don't actually want to hit because I'VE gained muscle since then doing weights, so I meant with. Be within five pounds of what I would consider optimal. 166, 167. Something in that range is probably where I want to get to. And I was speaking to the CEO of RO. You guys know roe.com? yeah, of course. And RO. Yeah. And so let me find. Is this in the docket for me? I don't have any. Any details of it. Let me find it.

It's the.

The There. Yeah. It says it's under RO co. Shout out, top, bottom.

Why can't I find it on the top?

Oh, right under the. The lawn stuff. Culture Beat story.

Oh, there it is. Okay. So I was talking to the CEO of RO Co and he said, listen, we're going to do something. And I know you've talked about GLPs and you're passionate about it. And again, I didn't talk about it for the first two years, I lightly talked about it for the next two, because I don't want. I know that there's a certain number of people who will try things because they trust me. And I wanted to wait for, you know, more data to come out about these things. And a lot of data has come out. And when people ask me and my family or friends, hey, should I I try a GLP one? I say, you should talk to your doctor. And it's had a profound impact on me in talking to the team at roe, they said, you look great. Would you consider being a spokesperson, you know, for GLP1s on our platform? I said, thank you, that's incredibly flattering, but I don't really do those things. And then I thought about it. I talked to my wife, talked to my kitchen council. Kitchen cabinet. Is that what you call it?

Kitchen cabinet is what we were calling.

Talk to my kitchen cabinet. And they said, well, do you think you could do well by being a. A spokesperson for ro? And I said, yeah, I think now's the time. And so they signed Charles Barkley. Serena Williams.

Yeah, Serena's on the front page right now.

I know.

And. And I'm making the announcement today that I have signed on as a spokesperson for GLP1, specifically on road Co. And I don't have a promo code or anything, but if you go to RO co, you can start getting some information on it, do a consultation. And in talking to Dave Ricks at the summit. Dave Ricks? Yeah, I got the name right.

Yep, you got it right. Dave Ricks. Of Eli Lilly.

Of Eli Lilly. You know, they're finding out all this other great benefits to these GLP1s. These are obviously new drugs.

And I mean, Zepbound is their, their GLP1. That's the Eli Lilly brand.

Yeah. And so if you're overweight or you're, you know, have struggling with this stuff, I. It worked for me, maybe it works for you. Again, you probably have friends in your family who have had a life changing experience on these. Alex, you've always been svelte. I don't let you wear. I don't let you wear your tank tops on this program. But once in a while, you'll rip your shirt off. At the end of the program, we go into a production meeting and I see those cannons. You look great. You don't need it, probably. But yeah, yeah, go to road.co for real. FDA approved weight loss options from a provider who you could trust.

Can I just say how surreal it is that it's like Serena Williams and I love you, Jason, but like, you know, like famous athlete and then podcaster.

Famous podcaster.

I think this could be, this could be the start of something really great. If Tom Ford's listening and, and the Chevy Corporation and makers of Corvettes and.

If the May box.

I like that. I like top sports suits. I like Corvettes. And if there's a ski company wants to gear me up, I mean, anything's possible.

But I think being in the top 10 on Apple podcast, it's just like being the winningest tennis player of all time. It's the right. Me and Serena achievement terms of achievement.

Champions. Both champions in our. In our respective fields. Winners.

Yeah, winners.

Winners. Of course, she's known globally and I'm known. Yeah, I guess I haven't known globally.

Globally.

I. Listen, I mean, I don't know, maybe there's no difference.

I mean, when people. To me, it's surreal when people at the Universal Studios all in afterparty, when Amanda would be like, this is live. He works on All In. Sometimes people's eyes lit up like, like you said, I worked on Jaws. Sometimes it's like it's a big deal. It's a big deal.

All right, well, there you have it, folks. So I'm really happy about that. Okay, we're an hour and ten or an hour in. Do you have one or two more important stories that we should cover?

Pausing, Alex. Pausing really quick. We have to do a poly market, so.

Yeah. Do you want to do the poly market?

Yes, I love Polymarket.

I have a polymarket before I'm going to do Zooks, the new story as a short intro and then I'm going to pivot that to the poly market.

So just three, two. All right, tell me about the Zoox progress. I was just in Vegas. I was going to go try it, but I was there for a short period of time and I wanted to play PLO and donate my money to the grinders there.

But we played PL the same way. The big story from Zoox, which is Amazon's self driving companies that they have launched in Las Vegas. The service is currently free, I think because they're not allowed to charge charged people for it yet. Jason. But Zoox, keep in mind, is not a Tesla. It's not a Jaguar that has been converted to self driving. They have a purpose built self driving robo taxi. So you sit facing one another. It's super cool to me. It's a little bit of the vision of the future in which we call a car, we sit in it, but we don't have to deal with the usual setup. And I'm just really excited about this.

There's no front and there's no back. That's the thing I find very interesting about it, Lon. So if it pulls up up into a dead end street and or it's going into the Hollywood Hills eventually to drop you off, it doesn't need to ever do a U turn. It can drive equally well the other direction. This is going to be a huge benefit. It also has large sliding doors on both sides. So getting in and out of these is distinctly different than a car, as you point out, Alex, because you have to swing the door open and have it get clipped in traffic here. The doors slide open. There's no, you know, like a minivan or more accurately a bus. So this thing has some very unique advantages. You can imagine if you went into the parking lot of Terry Blacks, which is the final boss of Austin self driving because you got 16 people parking, circling, blocking each other. Nobody gets frisky in that parking lot because everybody in Austin has guns. So yeah, but it is the final boss here it is.

This reminds me of you remember Minority Report, which I think was one of the first big sci fi movies that had the driverless cars was just like they're all driving in these automated vehicles. And I think one thing that was interesting is those cars had no windows. You're inside and it's all LED screens projecting things. And so that felt like, oh, the future. Like if you have driverless cars, they don't need windows so a driver can see out. That's what this Reminds me of, we get to really rethink vehicles from the ground up now that we know there's not going to be anybody piloting them anymore.

And I think most important thing, there's.

Going to be so many of these interesting kinds of changes.

If you could pull up the safety test producer, Claude, There are safety test videos of this. So then to go to an even deeper sci fi poll, I believe it was Judge Dredd where one of these cars gets into an accident and it does a bunch of foam. Lon.

Yes. I think that, I think that is Judge Dredd.

Is it Judge Dredd, the original Mr. Wrestle?

Sounds right.

It goes flying in the air.

You are right. It's secure foam. No, it's not. It's not Judge Dredd. It's from the movie Demolition Man.

Oh, demo man.

Arnold Schwarzenegger 1993's Demolition man featured secure foam.

Yeah. So you can show a picture of that chat or just a still or if you have the video, and then show the video because this will be good for our clip game, Shout out to Cleo.

The video that I found is real grainy. Not good.

No. There is a great video though of the Zooks in testing. So the Zooks safety test video. Let's just play that for a second here. Okay, so Alex, you find that one. Lon, you find the other one of the movie.

I found the Demolition man one, but it is blurry. I think I can find.

That's fine to show it. So you find a better one one. Alex, you find the safety video from Zoox. It's on.

I, I have a Zoox being hit with various things at high speeds by the company. Is that what you want?

Yes. Yeah, that's the safety tests. Got it. And it shows the airbags going off. If you, if you scrub through it, you'll find it. And I've watched this video before because it's a unique giant box. You're in a giant box. You could have a lot of padding on either side. I believe the Zoox is for low speed cities. So I think these things are designed for 35 miles and below, maybe 45. Certainly they're doing any testing. So these are these sleds they use. You know, basically you'll have a sled go at 50 miles an hour and smash into the Zoox. Now because the tires are used, these giant tires are the height, Alex, of a car fender. So if a car goes and hits one of these, they hit these giant tires and as you can see, yes, they compromise the tires and Then inside they have so many airbags, it's absurd. I think you could roll this thing down Mount Everest and people would walk.

Away from it, which is amazing because we could be safer in these cars because they're designed differently than we are in our current cars. There's no steering column facing your chest, there's no engine right by. Yes, absolutely. It makes me very excited, Jason. I love that we're doing this in Vegas for folks who want to try it out somewhere else. They're going to do San Francisco access, I believe, next, and then Austin and Miami are on the way. Which brings me to something that's also, that's very important, which is Tesla and its Robo Taxi group are also moving out around the nation. Security drivers, as you like to talk about, Jason, Safety drivers. I'm sorry, but that brings me to this week's Polymarket. There's a Polymarket all about whether or not Tesla is going to launch Robo taxis in California this year. And as you can see, their betting has really picked up in the last couple of weeks and people are becoming increasingly optimistic. So, Jason, no inside information, no calling on your friends. What do you think from what you know is the chance?

Well, well, let's, you know, on Polymarket they have a definition section. If you scroll down a bit. We need to understand the definition of robotaxi here, here. So maybe you could take a look there.

Any taxi service available to the general public which operates without a human driver actively controlling the vehicle will count regardless of membership or other financial restrictions. Services which are limited to Tesla employees or a limited test group without general access do not qualify.

Okay, so this is properly priced at 50 50. Basically the reason there's spike like is because people who use the self driving from Tesla and even if you look at something like the FSD tracker are reporting high 90 percentage. I think it's 96 right now for the consumer grade software that I use every day and other people use every day without and without a critical disengagement. So if it's 96, 97, they're kind of in the end game, if you will, which is why people think 50 50. And the reason it's not 90 is because of regulators. Right now my understanding is with the safety driver you're categorized as level 2 because you have somebody who's actively monitoring the vehicle. And no shame in the safety driver game. Keep the safety driver in for a year or two is my best advice to all these folks. It'll happen when it happens in each city and it's happening. If Zoox and Waymo can get it done, Elon will get it done. But what we don't want to see is an accident. And I. One of the things I am concerned about is there seems to be extraordinary pressure being put on these companies to, you know, get this technology out there by market participants. And I just. I will admonish these market participants who are pumping stocks to secure their bags that they're bad actors when they are pushing people to go fast because they want to see their stock price go up. I have exposure to all of these stocks. Amazon, Tesla, Uber, Google. With Waymo, I have access to all them. And I'm going to start buying, I think some of the foreign players to just increase my access to them. Because I believe in the category so much. I haven't made a J trade on things outside of Xiaomi.

Coming soon.

Yeah, I mean, there's a ton pony. Neuro is not public yet, but I could probably get access to private shares. And the reason I'm really admonishing these folks who use their affiliate codes to try to make money or they're using the energy of the public to try to get more views on their YouTube channels or chasing clout is because you're putting pressure when it is not necessary. All of it. You don't need to like have your Stock go up 10% every week or month or quarter. If you believe in the category, place your bet and then go sit on your hands like I do. Yeah, just sit on your goddamn hands and go live your life. Stop pumping stocks and putting pressure on these companies to do things too quickly. Safety is number one. And I know this because was when I was a private shareholder of Uber, third or fourth investor, I hear, hey, so they say. So they say. Not for me to say they had a terrible accident where a safety driver was playing Candy Crush and trusted the software too much and Uber shut down their Phoenix test. Then Cruise dragged somebody. They didn't make the initial hit, but they dragged somebody. And then because of corporate pressure, stock pressure, pressure humans feel they tried to cover it up, allegedly, and they lost their license. If one of these companies, God forbid, has a fatality or just any loss of life or, or even just hurting somebody, the whole thing is going to be put on ice for a year or two.

Sure.

The public will not embrace it. The regulators will do cya. Up and down the stack. Too much pressure on too many people. Everybody chill out.

And the. It's gonna. If, if people keep trying it. Right now, people who try it are Uniformly or almost uniformly delighted. That's all the feedback we always hear. You want to keep that going. Like you need that as the foundation that everybody who rides in a Waymo today or a Tesla, they're evangelizing it to five more people. I rode in a Waymo, totally safe. I never felt like I was in danger. It's great. You don't have to tip. Yeah, that's, that's the virtuous cycle that you want to keep going if you're an investor in one of these companies. Companies or all of these.

So ignore these, you know, stock promoting, you know, kind of relates to the Meme stock stuff. The Meme stock people are, you know, talking their bat, diminishing the other bets. You know, Waymo is never going to scale. Tesla's never going to work. Uber is going to be toast. All this stuff and it's, it's silly. There's obviously this category and I talked to Dar at the all in Summit about this and thank you to him for coming. He's very busy and he explained it deftly, which is, you know, this category is going to expand massively. There's going to be many winners and it's a global deployment of upwards of 100 million cars. There'll be a hundred million cars over the next 10 years put on the road. There's nobody capable of making 10 million cars a year except for, and that makes Toyota and Volkswagen, I think can get to 10 million cars a year eventually. Tesla could they do 2 million right now, 1.8 million was their record. So it's, I mean it is conceivable one person could maybe, you know, do that, but they would also then have to incur tens of billions of dollars in expense because that's another issue.

Is Capex to create all of those cars is crazy. Yeah, it's crazy.

So there's like a physical constraint, there's a regulatory constraint, there's a capital constraint, and there's a consumer trust constraint. Let's just take our time, folks. Take a beat and place three or four bets and then go live your lives. Go, go touch grass and kiss your kids. That's what I do. You think when I'm skiing 33 days a year in Japan and all around the world, I'm sitting there sweating this. I'm not. It's gonna happen. It's gonna be a great opportunity for everybody.

And if you think of Uber today, it's not like you only get one kind of car when you dial up Uber, maybe you're gonna get A Suburban. Maybe you're gonna get a Range Rover. Maybe you're gonna get a Tesla. It's like it's all.

Yeah, maybe you want a two seat car. Me and save money on a Robotac on a Cyber cab.

Yes. You get a Waymo. And that's part.

Sometimes you got a family. You need a Volkswagen ID Buzz, which is going to be all over the place. That's. Or you want to be in luxury and you want the lucid SUV with seven seats and room for five bags.

So I feel like that is not hard for me to conceive at all. A future where you dial up and you know you're going to get an automated ride from Uber, but who knows? It could be one of 10 different varieties.

Or you use the Waymo app or use the Robo taxi.

Right.

You'll have five choices. The real winner here is the safety of humans recapturing all that time in the car. So people talk about movies going away. Hey, you know what? If you're in one of these gorgeous zooks and you're traveling, you know, and you have an hour commute from. Let's say you live in the. Or even an hour and a half commute. You live out in the country and you take a long ride into your office three days a week.

Week.

Guess what? Maybe. Do you know my discussion with Jared Leto about attention spans? You would invest in a Kurosawa film and watch that on the way in and out and just give yourself over.

To a plane ride. You know, just like a plane movie or a TV show when you're on the plane.

Yeah. Awesome. All right everybody. It's been another amazing episode. Thanks to our partners, Polymarket Claude Anthropic CEO and now to the Family Aura. Get your GLP1 on after your consultation with a trusted provider if you are so inclined. And you could be shilt like your boy jcal. Not talking to you on not not talking to you. Lon, you lost a little bit of weight. You look great. I don't know, maybe.

Yeah. On my own, I did not.

What do you. How far are you from your ideal?

I could still probably lose another 2530 and be totally fine. But I was. I was up to. I was near £250 and now I'm a little under.

You up? You up to for the row challenge? You interested?

I might.

Well, we'll see.

We'll talk about it.

I'll pick it up. I might. I might pick up the.

I don't love the needles, but I'm.

I'd be interested in tiniest little micro filament of a needle. You, when you do it, it's so tiny, the needle. And you just do it in your. Your your belly fat or your butt fat or whatever, or your fat on your arm.

And I got plenty of that.

I didn't know if the needle had worked or not because it's that thin of a micro needle. So if you're scared of needles and the difference do. I'll pick it up for you, Lon.

All right. Hey.

Okay.

We'll talk after this.

And I would be willing to do a weight incentive bet with you.

Oh, man. All right.

Could get spicy.

Yeah. Loser here on this week.

All right, everybody. We'll see you next time. Bye. Bye.