2025 Predictions, Clocking Zuck's Wrist, Bullish on the Everything, LA Fires

Welcome to Technology Brothers, the most profitable podcast in the world. Today we are breaking down a bunch of hot takes and predictions for 2025, getting you ready for this year. It's a new year. We had to cover Vail yesterday, but today we're looking forward to the future. And we're starting with a great post from friend of the show, Molly O'. Shea. She says top 25 plus hot takes. There are in fact 33 hot takes for 2025. And this was fun. We participated in this. She asked us for a hot take and we gave one and she posted the full takes and then she boiled them down.

We should start with ours.

It's hilarious because ours got boiled down. She clearly, like, ran these through ChatGPT to give, like, summaries and you lose a lot of our humor.

Yeah. But what matters is ultimately that we're correct and vindicated.

Yes. So what was ours again?

We're. Ours was 31. The equestrian market will boom as exited tech founders and Nepo journalists buy horses.

Yeah, that's.

And yeah, it's not the only thing I would say here. It got condensed. It's not just Nepo journalists. There's people like Kara swisher who make $100,000 an episode also. Yes, yes. But I'm just saying she. She can buy her own horses right now. Yeah.

She doesn't have to go.

She could. She could buy, you know, pretty world class.

Yeah.

Stallion. Almost every.

Yeah. There's kind of two dynamics going on in, like, liquidity markets right now. It's like the IPO windows open. And so there's going to be more liquidity for early stage founders and employees and entrepreneurs who have been working really hard creating a lot of value, building.

Real and the M and A market broadly coming back.

And then secondarily as another factor, a lot of trust funds are unlocking now for the journalists. And so there's just going to be a flood of cash coming in. And obviously that's going to drive equestrian.

And we'll be participating as well.

Yep. And yeah, exactly. So let's go through these. Number one, Don't Die will become the blueprint for Maha.

Okay. So one thing that's interesting too is these predictions were made by individuals, not just Molly, but we don't actually have the context on who did it. So that allows us to be pretty unconflicted and ruthless.

Yeah.

So anyways, Don't Die will become the blueprint for Maha. I'm going to say hard no on this. I think Don't Die gets a Bunch of stuff. Right. But Maha is so much more about getting the basics right. Like, let's clean up our water supply. Let's, you know, fix school lunches. You know, these sort of basic things where don't die is this sort of hyper optimization, you know, get your biomarkers checked, monthly type thing. And it's kind of like overkill for the average. The average. The average person should exercise daily, eat whole foods.

Yeah.

Get some good sleep.

You can kind of think about it. Like, don't die is like bench pressing two plates. Maha is more about benching three plates.

Yep.

And. And it even goes further with, like, Brian Johnson's a vegetarian, doesn't eat meat, obviously. Consuming a ton of meat, dead meat, almost every day. Multiple, Multiple steaks per day. And so there is a. There is a decent amount of alignment there. They're both like, directionally in the same direction.

But you know, that stat, by the way, it's like 10. 10% of guys consume, like 80% of the meat in the United States.

Of course.

And we know that our listeners are firmly in the. In the. In the 10%.

Yeah. I've been on this for. For weeks, tweeting about how if you get a wedding invitation and they ask for, you know, chicken or fish, you should be able to say double meat. Double steak. You should be able to say double steak. Yeah, I want double steak.

That was my. That was my. That was for. For a period of my life, I would live on two.

Yeah.

I would get. Go to Chipotle, get two bowls, double rice, double beans, double meat every time. And then that was like. That was at least one meal for the day.

Yeah. Fantastic. Yeah. Everyone has. Every bro has that story. It's great.

I think sweetgreen could really win over, you know, the.

Our listeners, at least salad stuff.

And by making the regular meat, like, amount, like the double for, like, kava or whatever. So if you go into sweet green, you get double meat. You're actually getting quadruple.

Yeah, yeah. There needs to be, like, an arms race in the meat category of all these fast, casual slop bowl places. Just like, you know, all the AI firms are benchmarking. Oh, who's doing best on mmlu? I want to know. Okay, which fast casual restaurant is the most protein per dollar?

Yeah, yeah.

I'm pushing it extreme. I want.

Yeah, yeah, yeah.

The base case to be 100 grams. I'm trying to do a pound per.1 gram per pound of body weight, honestly.

But why stop there? Why not go to three pounds per.

You know how you Were joking. Oh, yeah. One and a half. One and a half grams of protein per pound of body weight.

Yeah.

For me, that's 400 grams of protein a day. And I was like, damn, to do that, I would need to drink a gallon of milk a day. Go mad. Right.

You should.

You know how much protein is a gallon of milk?

I actually don't.

120 grams solid. Drink three gallons of milk. Be great.

We got to rip through these. Got a lot of predictions.

So I will gain rights, religions, and even sue humans.

And this is, this is what I.

Though that's a little soon.

I don't, I don't know. Yeah, rights. Rights take a while. But I said this yesterday. I think that, I think that AGI will be achieved when AI agents are striking and forming labor unions.

There's been a little bit of that where people have been like, it's like they behave lazily on certain days and people think it's because it's been baked into the, the LLM memory that, like, Friday is like a chill day.

Yeah.

And so it acts like a, like an employee on Friday.

And you have to say, like, work. Like, it's a Monday.

It's a Monday. Yeah. There will be a Twitter files for government. That's interesting. I think Torrenberg said that we went too deep here. Happy with the declassifications that have gone on. There's been so many times where it's like, oh, this person's gonna blow wide open. Even the Twitter files I didn't think were that crazy. Yeah, it was like, oh, really? Like they, they blocked some accounts. Like, we knew that when it happened. I don't know.

The new, the new X Files is. They were. You just can't post about that guy Adrian Dittman or whatever.

Yeah.

The article, it just says, like, air.

Yeah. Isn't that because it doxes him and he's a non. And so Elon's been against doxing. And so I think that that's actually kind of consistent.

Sure. But like, it is.

It is.

The information's already out there.

It is culturally important. Corporations will pay for emotional harvesting to train AI. I don't get it. Luigi Mangione and Sam Bankman Fried will launch a blockchain health care protocol from print prison. Silly.

Silly.

I, I, I don't think that they're aligned in any way. And it's just a wildly different, like, SBF still maintains that, like, he, like, you know, up on accounting and Luigi, like, murdered someone. Like, I don't think they're as aligned as people think.

Yeah.

Privacy will become a luxury with offline life becoming a status symbol. Wrong. Obviously you want to be extreme.

Yeah. I mean the second, the second part is true, but that's also been true forever. But, but the classic thing, if you're making, if you're a VC making predictions, just say what was true for the last year.

Sure.

And you sound like.

Also it sounds like people who just are bad posters are like, actually privacy is a luxury.

Yeah.

I don't want likes on my banger.

Yeah. Yeah. I prefer having a locked account with carried no interest. Our friend, he had a banger about wearing a nice jacket, got over a thousand likes and then he deleted it for some reason. He made some posts about, oh, I never wanted to have an account that was like, you know, it's like you can't handle the heat. Hey, stay out of the kitchen.

Your menswear account. Sit down. Stop posting about buying out companies, buying.

Rare minds and building up by acquiring rare jackets.

Exactly. You're. There's a fertility. Huge market for the, the conservative menswear guy. Because the, the current menswear guy, Derek is like, he only targets Republicans and he's just clearly very left wing. He's like, yeah, a political project. Than like actually.

Yeah, yeah, it's a political project. Larping is.

But no one's done it on the other side.

Yeah.

Like here's Bill Clinton and it doesn't matter.

I feel like people make fun of like Fetterman or whatever for wearing his basketball shorts a little bit.

But there's no one who's like, that's their stick.

Yeah.

Right.

Seven fertility rates will drop globally, prompting governments to fund reproduction startups. So at the rate that we're having children, I think we're going to be able to keep rates.

I don't buy the government's funding reproduction startups. Drop the startups. There are other ways for governments to fund reproduction and it's just like cool incentives. It's just the child tax credit.

Like the tax credit's crazy.

You don't want the government funding startups. We learned this from Solyndra. Like they it up.

Well, I, I don't, I don't remember what the actual tax credit is that you get for hiring like staff to help raise your kids. But it's something like we spend 15 times that credit amount on child care every year. Like it just bringing up that makes a lot of sense and would be a. You know, it would be cool if.

There was like a style movement for, for pronatalism Fertility in America. Like what laws would we change? There's a big one about car seats. You know this because the car seats are so bulky now and they're so big and they're required like a super late, like you can have like a seven year old who's like £100 and you're like still in the car seat.

Yeah. And you can't like so it requires family.

The back of the station wagon anymore. So you can't even get a station wagon. So they don't make them anymore. So you have to buy the 3 row SUV that's obviously more expensive. Every SUV is like 10k more than a car. And so yeah. And you talk to any parent, it's like yeah, like we wore seat belts but we sat in the back seat and there were four of us and we just like you know, buckled up and it was fine. AI agents will disrupt traditional search and Internet business models, applying real pressure to Google's dominance. Interesting.

This is funny, funny because I don't know who made this prediction but if you. We're going to talk about this later. Fred over at US Fee says Apple and Google will leverage their existing market power to surpass OpenAI, ChatGPT and consumer AI prompts by the end of 2025.

It's a classic.

Like I feel like the real risk here is that Apple just builds in. Basically Apple.

I think Google is the one.

No, I know, but eventually Apple will say hey, this $20 billion a year from Google's nice, but we could just create a better.

I disagree with that. You think they're just gonna keep going because. Because that $20 billion is 100% margin. They don't have to do anything and they know that like anytime they need to manage a new business line there's risk and it could go wrong and stuff. And Google's just the best and so.

And AirPods which are like the biggest hit ever.

But this is the classic like is AI a disruptive technology or sustaining technology Sustainability? Sustaining innovation. Disruptive innovation. And yeah, I mean there's a poly market now for who will have the best model by the end of Q1 or Q2 or something. And Google is actually in the lead, which is interesting. They certainly have the scale and the data and so it'll be interesting to track that. Starlink will become the dominant Internet and cellular provider, a critical layer for AI data stacks. Interesting. I don't know about dominant Internet or cellular provider. That's like, that's super.

And I don't know, I'D love to hear why this is directly relevant to AI data stacks. I don't understand that part either, but sounds cool. Yeah.

I mean, Super Pro Starlink. I do think that every founder CEO should buy a Starlink and have it, because you cannot afford to not have good Internet whenever you're traveling. Like, if you're going to be in some weird place, the Internet's not going to be good. You're going to miss calls, and the cost is so low that you can't afford not to have it. And you can expense it. The S&P 500 will end below 6,000 down or flat on the year. Huh. Bearish. I completely disagree. I think things are going to rip, but we'll see. Cool. The rise of AI Slop will put a premium on handcrafted content, much like.

This, filmed in a beautiful, possibly restoring trust in mainstream media. I actually, I think that's an interesting point. So the rise of AI Slop will put a premium on artisanal content, possibly restoring trust in mainstream media. And it's funny, because mainstream media, despite everything that they've done, still is the Most trustworthy place. 100 to get news.

If you just go for, like, the facts, like the fact checking at the New Yorker or the Wall Street Journal.

It wasn't until we launched the Truth Zone that we became the most trusted news source.

And I also think it was very important that we launched this podcast when we did because, like, people joke, oh, it's AI generated or whatever, but, like, clearly we're not actually generating three hours of above sora level video per day. Like, just the cost. Even if we. Even if so it was good enough, which it's not there would be.

It would destroy our profitability.

It would be so expensive and it'd be impossible. And so, like, anyone who knows the technology knows that this podcast is real. And so this is the last moment where, where we can prove that this is real and then we can carry that forward forever.

Yeah.

So even if it's.

And the other thing is. And the other thing is, you will know that we.

We didn't do it. And then we stayed forward as long as you trust us that we didn't swap ourselves out in the future.

Well, the reason that people can trust us is that we love podcasting so much. We love podcasters high. We would never say that cannot be experienced in any other way. And so even when the models get good enough to just fully generate the content, why we would be. We would be not doing our favorite thing in the world right which is podcasting, so will never happen.

Let's go to 12. AGI is a marketing scam. It's overhyped and far from realization.

We talked about this earlier.

Yeah.

Sam Altman runs a company with not billions, but hundreds of millions of DAUs. Yeah. And so he's basically has credit now every once a month to come out and say, you know, in some new dramatic way. AGI basically figured it out. So we know how to do it now. So I think it's cool.

I mean, it all goes back to the definition. Like, when I use. When I use ChatGPT for the first time, I was like, this is AGI.

Yeah.

Like, it's artificial for sure. It's very general. You can ask it about anything. And it's definitely intelligent. Now, is it the smartest thing in the whole. Smarter than every human.

And can you make it?

Like, can you make it? Yeah, of course. But, like, it passes the bar for me for just, like, being artificial, general and intelligent.

Show. Show Chad CBT to somebody in the 90s. And they. They would.

And so clearly, I think we need to move from, like, there's the AGI stuff, which I think we've achieved, and then there's asi, the super intelligence, where it's smarter than everyone. It's better reinforcing itself. There's no employees that open, just building its own system or whatever. But then there's this massive gap in the middle. I was kind of trying to come up with, like, a phrase for it, but, like, I liked aei, like artificial economic intelligence and trying to measure it just in terms of profit, essentially, and say, you know, right now, OpenAI01 ChatGPT Pro subscription. Sam said they're losing money on it because people are using it so much. But there should be a. There should be a, like, an evaluation where you go and the prompt is just make money and it goes and finds a job. Maybe that's just on upwork, doing, like, little tiny tasks, but it goes and does that and just makes money. And. And then what is the total value? And at some point, the value of, like, these AI systems directly producing cash flow will be higher than humans.

Yeah.

And it'll be 50. 50.

What's happened to the. The market caps of. Of Fiverr and upwork and these. These.

I mean, I think that those will still be valuable because they're. They're aggregation platforms around, like, the type of task they. They are independent of who's doing the task.

No, I just, I. I just mean more. That's true to Some degree. But I'm just saying, so much of the work being done on those platforms is very low hanging fruit for.

Yes.

Models.

True, true. The question is just like how does the, how does the model go?

But it's interesting. Fiverr still trade fine. 30% over the past.

Yeah. So I mean, yeah, I, I like tracking things more quantitatively than these like qualitative. Oh, we move the, we move the, the goal posts every six months for what AGI is.

It's like I, Yeah, like, like the touring test.

Because it was binary and it was very clear that we jumped past that.

And then we need to change, swap the benchmarks to the models. Getting money, right?

Yeah, yeah, yeah, exactly.

How much. Yeah.

How much money are they making?

What's your hustle?

Exactly. And are they making, are they making 1% as much as humans in terms of total global GDP? Are they making 50%? At a certain point there's going to be like, okay, they're doing everything, but there aren't humanoids yet, so they aren't doing like the farming and the plumbing or whatever, but they're doing a lot of the white collar work. And then, and then there'll be a question about like also just, just literally just tracking how big the models are and how much energy is being expended on AI. That's a, that's a much more valuable thing to track because everyone's saying if we scale up another two orders of magnitude, it's AGI, it's asi, whatever. But the question is just like, how are we tracking against that? Because if we go through like a Moore's Law flatline for a couple of years, like we're going to feel that one way or another.

Yeah. And so I think, I think one thing's clear. Clearly intelligence is a spectrum. Yeah, we're already on that. Yep, we're already on it. And yet it's still beneficial for people that are having to raise billions of dollars to, to constantly say we're on the precipice of this great moment, you need to get in before AGI.

So I wouldn't call it like a marketing scam, but it's certainly a buzzword.

Yeah, right.

In the sense that like the cloud was a buzzword, but it wasn't a scam.

Yeah.

Right. What's the next one Climate startups will rebrand as energy dependent energy independence to appeal to conservatives. Huh? Yeah, that makes sense. If you're doing solar or wind or nuclear, like Isaiah Taylor's going down to mar a lago in a few days to do a conference on nuclear. And a lot of the nuclear companies that I know, a lot of these founders, they don't care about politics at all really.

That's just about. And energy itself doesn't really care about politics either.

No, of course.

Except when there's subsidies involved.

Yeah.

But in general, energy is energy.

Yeah.

We need a lot of it. We should make more of it. And I don't think it should be.

Yeah. I talked to a guy who is consulting for like, the oil and gas industry.

If you take your climate tech company, rebrand your own energy independence, you might be able to get some cash From Donald Trump Jr. 1789 Capital. He's big into the anti.

Let's go 14. AI wearables will flop, but Meta will dominate AI hardware. Those seem at odds. What is wearable if not a headset.

If not AI hardware? Yeah. I think Lindy man said something recently where he was like, we need to get the phone built into glasses. Because the aesthetics of a bunch of people at a cafe sitting around with your neck cranked over just, just, you know, using your device are terrible. So I don't. I think. What about AI wearables will flop? And I also, I just, I think it's. I think it's too early to say that. I think you have smart people like Avi who are. Who have so much.

I was thinking VR wearables and. Yeah, yeah, AI wearables.

Like this is like friend dot com.

The humane. Well, a lot of them have already kind of flopped. Yeah, yeah, there was that. There's the humane pin. That was really rough. And then what was that other one? That was Rabbit. Rabbit.

Rabbit.

That one seemed cool for kids.

So humane. Also pivoted. I don't know if you saw this. They basically are making this OS for your devices now. And it seems.

I really thought Rabbit should just focus on. On a cool device for kids that gets them off the screen. Go take a picture of a flower, tells you what the fuck flower is.

Or it's basically redesign it as a radio for parents and their kids.

Exactly. We've talked about the yodo, how that's a really cool device. Like there's a bunch of things that you can do there.

Yeah. I always felt that the. A lot of the wearable companies would have done better going for the kids market because kids don't have phones already. Parents want them off devices. So if you give them an audio native device. Makes sense.

And so Meta will dominate AI hardware. The Ray Bans are decent. It's. It Is cool to be able to wear the glasses and listen to a podcast and then immediately say, hey Meta, you know what, what year was this building made that I'm looking at? Like that is cool. I like having an LLM just that I can talk to whenever. That's nice. But Apple still has like so many moats there with the AirPods and the watch and the phone. Like I, I think that they're. I don't know. Dominate is the right word. Let's move on to 15. The Taste Renaissance will replace content creation with art artists. I like that we think of ourselves as artists.

We think of ourselves capitalists.

Capitalists.

Capitalist first artists good artist is the best. Artists are highly commercial.

So yes, Andy Warhol said that.

But I do. So I think like I would just take this in a different direction where I think that it's going to become increasingly hard to compete as part time content creators.

Yeah.

When there's any. When there's billions of machines creating AI slob constantly.

So yeah, you look at David Senra, that's like he just focuses on his podcast 247 and it's impossible to compete with him. Independent media will overtake mainstream media number 16. That's the flip side of the other restoring trust in msm. I agree.

I just feel like there's still so much value in the stamps of CNBC said this is true. CNN said this is true. There's always going to be.

I guess the question is like, is like if you're adding up the market cap of News Corp, New York Times, cnn, all these different. Everyone that owns Wall Street Journal and all that, you add up all those market caps and then you add up how much cash flow is Rogan making Huberman and you apply some sort of EBITDA multiples of that are. Yeah, this independent media is probably still smaller and it's probably not going to overtake it in 2025.

That's an interesting.

Do we include Spotify, do we include YouTube? Because YouTube is definitely bigger than the mainstream media if you include that in the market cap.

I do think independent media will eclipse mainstream media eventually from a revenue standpoint.

I think it already has if you include YouTube.

Yeah, yeah.

And Spotify.

Yeah.

But then the question is what, you know, like.

But the only thing this, this to me is revenue. It's kind of a bullshit prediction because it's calling out a bunch of things that have been happening for decades plus. So not, not the most interesting.

Number 17 Empire Building will be valued over get rich quick schemes. Little bit of a Shift in the trend there. Big question about the zoomers.

But I, I, I feel like every, it's always been cool to build empires, get rich quick. Schemes have always.

It's also very cool to get rich quick.

Yeah, yeah.

Isn't that what you did?

Yeah, yeah, I did. I did get rich quick.

Yeah.

But, and you, I mean you would.

Describe your business as a scheme in some ways.

Every business is a scheme.

I think so, yeah. It's a conspiracy theory.

Every business is a conspiracy. It's just a small group of people trying to get money together. Now the AIs are trying to figure out how to get money.

Exactly.

Humans have an edge there for now, for the next year. Humans have an edge on getting money.

Yeah, yeah. I mean if you could become a millionaire before 40, I think you got rich pretty quick. So you just don't want to get rich slowly. That's not the way to do it.

Yeah. Do not. Do not.

18. AI related litigation and fraud will accelerate. Yeah, we've talked about this. A little bit of interesting like game theoretic dynamic where it's like, yeah, it's going to be so easy to sue people with AI. There's going to be a million lawsuits. Like, well, it's also going to be very easy to defend yourself with AI. And so the AIs will battle it out and maybe it'll net out and.

There'S just like the courts are going to get even more and more and more backed up. Like they're already.

Yep.

There's already year long delays and cycles.

I mean the adoption level of some of the tech is insane. I mean they still don't use cameras. They use a person that draws the bull.

Case for AI in the legal industry is it's so good at text and the legal industry is just completely dependent on documents and text and, and so that adoption could be faster.

It's been 100 years since we invented the camera and they're still doing courtroom sketch artists and, and then they also have stenographers that write everything down instead of just recording it and transcribing it.

Yeah, it's crazy.

Yeah. Rough. A lot of this stuff is just so entrenched in like a bunch of like laws and stuff. And, and then there's jobs and politicians and people don't want to change. It's just rough. Number 19. State governments will increase sales tax audits to address deficits. What a wonky pred.

And just like I wish we knew who did this. I mean it's probably true. Just because that's true in general with governments are trying to, you know, constantly squeeze.

I don't know. I mean I don't know how big sales tax is in some, in some states, but I know that like if everyone says like, oh, go to Florida, no income tax but the property tax. Alaska actually has the lowest state tax burden of any, of any state because they have, they might even have an income tax. It's very, very low. But then they also have really low fees and lit really low sales taxes and stuff. So something like Florida or Texas might have no income tax, but they might have higher business taxes or higher licenses or they might make money in different ways because you can't run a state with no money. Like it doesn't make sense. Number 20, tech consolidation will accelerate with bundling cycles dominating. Yeah, I mean I don't know.

I feel, I feel like the, how much more consolidated the unbund. Like it's, it's. You can't say that tech is just bundling or tech is just unbundling because it's such a ridiculously massive industry at this point. It's arguably not even one standalone industry. It's hundreds of industries combined. So I don't know. I think that we're going to get into this later. But um, Gokul Rajaram talks about how really there's going to be this battle between new agentic B2B software and traditional SaaS and these sort of like dashboard model.

Yeah. And how much of a dance can they do? Like even, even Salesforce is changing their business model to like performance outcomes instead of seat licensing.

Yeah.

And so if, if a company as big and old as Salesforce is leading that charge and like, hey, it's okay to change your business model.

Yeah.

I could see a lot of like the, the, the mid tier SaaS, companies that are charging seats say hey, yeah, we should do, do the switch. Like if Salesforce could do it, we.

Could definitely figure 21 and video will peak. I don't like this. I don't like when people are bearish.

I mean look at, also get a real hobby. Look at the breakdown in, in by Dylan Patel and semianlysis of amd. I mean it was like a fucking nuclear bomb going off on that company. It was rough. Just like their culture is broken. They can't do anything. George Hotz has been talking about this for a long time. Like, like you literally cannot train a model on their chips because it's so buggy and their software so bad. And it's like on a performance base. AMD is in some ways better than Nvidia just on like cost per flop but like you just cannot actually run the training. And so it's like who's their competition, who's going to do it? And yeah, there's a couple startups that are doing custom chips and stuff and there's TPUs but like everyone just needs Nvidia so they're just gonna keep buying it for a long time and I don't know, my, my, my shoeshine boy has not, has not told me to buy Nvidia yet. So that's the top signal usually. Or the taxi driver. What's that phrase from the, from the Great Depression. It was like, I think it was shoeshine boy or something. Yeah, it was like when, when, when your butler's telling. Giving you the stock tip, then you know it's down. Yeah, yeah.

Sell everything.

The IPO market will see 12 plus high quality debuts.

Let's go. We love to see the window open.

Yep. Brain health will be prioritized with the creation of aura for the brain. Yeah, there are some pretty cool people working on brain stuff. Obviously Neuralink's like the big one, but that's more for.

What's that? Dreaming. The dreaming. Dreaming one.

And then the, the, the former Neuralink guy has left and started a new company. And then also Fred Ursum started one with Jeremy Barinholtz who was at Neuralink and I think that's non invasive and all the, I mean just seeing what's possible with Neuralink opens up so many new like opportunities.

I mean imagine a device that gave you podcasters high throughout the entire day.

Yeah. Everybody would put it on and you could just sit in a tank of fluid and live in the matrix. Would be great. AI innovation will shift from scaling compute to algorithmic advancements. Yep. That makes sense. That's kind of happening. We're seeing that with like the 0103 models. Like there's clearly much language. Yeah.

But at the same, at the same time Microsoft is saying we're going to spend $80 billion on new data centers.

Yes. But it's unclear if that's inference or training. I don't think that they specified that.

That's because clearly both.

Yeah, I think it's clearly both.

But, but they're clearly scaling. They're clearly planning on.

I think everyone is scaling like everyone is, everyone is thinking about what's the next order magnitude larger pre training run or whatever. And there's a bit of a data wall but they'll figure that out. And once they get all that together, there should be another level of value just from getting a GPT5 model under the hood of something that's already been reinforcement learned to death. Like the 0103 models, 25 real world AI will impact Fortune 500 companies showing up in their financial performance. That's kind of vague. I mean, certainly, I don't know if.

This is saying it's good or bad, but I think it's certainly affecting stocks.

Because everyone needs to call McKinsey and get something. Yeah.

And you see companies like Klarna. Klarna, the CEO has been very smart on getting out. Just saying, we haven't hired anybody in a year type of thing. I don't know if that's true Data.

Further, you should be like, I don't even go to work anymore.

Yeah, yeah, yeah. I am not actually doing this interview right now.

Yeah.

This is. I'm fully generated.

I'm retired.

Yeah.

I'm post economic, post AGI in my, you know, what is it? Fully automated luxury communist era.

Yeah.

I love that. Data center sending will shift significantly towards inference. That's what we were talking about with Microsoft. We don't know. We'll see. Tier 1 GPs from firms like Sequoia will leave to start their own funds. Maybe, maybe not. It's unclear. There's a lot of people that made a ton of money in the last run and they might just retire.

Yep.

And so I agree with the departure.

Or you do the smart thing, Sean McGuire, you just make. Take over the fund.

Yeah.

Just become the fund.

Yes. And then pivot the entire brand towards being Dark maga.

Dark maga, yeah. Big move.

The creation of DOGE will bring back civic duty with tech talent competing with.

See, this is my favorite kind of prediction. You just say the thing that's been happening for the last months. Everybody's like, wow, what an insight. But it's cool, it's cool, it's cool. Trend. I'm, I'm.

It is definitely happening. A lot of tech people are going in and considering government jobs that wouldn't have in the past. But it is rough. I mean, you need to be post economic because I think like, yeah, like.

A lot of jobs or there is a thing where when you go into certain positions in the government, you have to sell all of your assets. So the private markets are often, you know, a lot of insider trading happening. Happening. If you're sitting, you know, somebody's sitting on a $10 million position of something they don't actually think is worth nearly that much, they can go into the government, sell their, you know, bags and then, you know, it's a good way to get out.

Yeah. AI will accelerate drug development timelines by three to five years. I buy this just on the paperwork side. I mean honestly, when we, when we were released, when we were dealing with the FDA and submitting PMTA's for these different nicotine pouch products, every single one of these different color, different application, another hundred thousand pages of text. We actually got to a point where I was talking to our software developer about like using a Python API to manipulate Word documents.

Yeah.

To see if there's a way to go and basically do a very advanced like find and replace. Well, LLMs do that basically perfectly. And so there's, there's a million ways.

Just the paperwork side.

Just the paperwork side is huge on reducing the cost of the, this higher throughput. And then also ideally on the FDA side, they're using these tools too to comb through and find obvious errors and act as a first pass. Now I imagine there's a bunch of laws that tell them they can't do that and it needs to be human and stuff and it's going to be very difficult. But. And then there's also all like the actual AI drug development stuff where it's like, oh, let's pull all the data from every modeling and prediction and stuff. I mean they solve the protein folding problem with, with AI. What was interesting about the protein folding thing was that when DeepMind solved that, the biotech stocks didn't move. And so I talked to a buddy of mine who's a biotech investor and I was like, everyone in tech is freaking out about this. Like they're acting like it's like AGI, like the biggest breakthrough ever. And it is really cool because it was like this fundamentally hard problem and DeepMind solved it. But why aren't, why isn't it moving the market? And he was like, well like it's not actually that big of a. Like protein folding is something that you can like, yes, it's awesome to be able to just like click a button on the computer and get the result. But, but before that it was like send it off to a machine that costs 50k and a research like assistant at a PhD program will do it for you. And it's, and it's, it's annoying and it takes time, but it's not actually the real barrier to like innovation in the space. Happiness will be seen as the key to health, even over strict wellness routines.

It is funny. AI is making, trying to predict the Future so much more interesting because five years ago, six years ago, 10 years ago, it's like, okay, we're going to have more mobile apps, have more SaaS. And now it's becoming harder and harder and harder because we're getting the sense that AI is going to disrupt so much of our lives and the way that we work and how our governments work and all these things. This actually makes these, you know, predictions quite a bit harder, but definitely more interesting.

Software development will become as Easy as creating YouTube videos thanks to AI coding assistance.

Wait, we miss. Do we miss 30? Happiness will be seen.

No, I just said that.

Okay, so I have got to disagree with this.

Okay.

Business performance is the key to health. Even more so than strict wellness routines. That's where I'd push back. I love it because, uh, if you have business performance, you'll be happy, but if you're don't have business performance, how. How could you possibly. Yep, yeah, actually be happy.

So software development become as Easy as creating YouTube videos thanks to AI coding assistance. That's true. And happening with Cursor and Devin, we're seeing this. I mean even like the software developers, like people in the community are just building tools now.

Yeah.

For us that previously would be like a 10k contract on so cool. And they're just doing it in like an hour for time, for fun. And it's great. Like we have these ideas and like they can just be instantiated so quickly. It's amazing. And I do think it will be very.

Or this guy, you know, Trevor from brudd. Oh no, he. So Trevor, why am I, I don't know, blanking on his last name. But he, he just posted today that he. I tried to put it in the stack that he just like made a SaaS tool for artists that are managing their like tours basically. And it's becoming, it's so much easier. It's now in the same way that 10 years ago was like, oh, I want a website. And you just like make a website now you can just becoming like, oh, I want this app. You just make it.

I got to get back into some sort of development stack and like get the tooling ready. Like the hardest part is for me is not actually like, I'm pretty good at like writing the actual code. What sucks is like setting up the environment, figuring out how to deploy it, making sure it stays up and if there's a cron job it needs to run every hour and stuff. Like all these different, like DevOps stuff I always get hung up on back in like, the Heroku era is pretty good. And I've seen like, replit and I've played with like a bunch of these different tools, but I like, I want it. I want to be able to just like, yeah, get with this. But I always need, like a couple days of dedicated time and I can just never have the time in the Last 1. Molly O' Shea will become the next Joe Rogan.

Do it, Molly.

Do it. But you got a podcast a lot more. And you got a podcast for a lot longer. These one hour. Rogan built his business on the three hour podcast.

Yep.

And he started with people that were comedians. You go back and you look at the very first Rogan episodes and they're literally everyone's famous. It was insane. What a tastemaker that guy was. It was like Bill Burr.

They weren't necessarily. Were they not. No, no.

Yeah. I mean, they were like, okay, comedians back then because it was 20 years ago or something. But it's. It's literally every single person from the first, like, season or first year of Rogan has been on Rogan the last year.

Yeah.

Because he picked everyone correctly.

Yeah.

And that's when you're doing an interview show is do I really think Joe Rogan I'm doing this interview with. I will have them on in 20 years because I'm that confident they'll be successful.

Joe Rogan should have been a hedge fund manager. Venture capitalist.

Okay, great. Let's move on to Romin. Seth Romin met this guy in New York with pomp. Great dude.

He also hosts a very cool event.

Oh.

Down in Newport. Intersection of pro sports and venture. He did.

He did some sort of like. I think he made his money rolling up staffing agencies and.

Yeah. Yeah.

Built a staffing agency and I think sold it to private equity.

We love private equity.

Really, really interesting guy. 25. He gives 25 predictions for 2025. Bitcoin hits 200k. Love it. A little bit lower than our price target, which I believe was 25 million, but. But we'd love to see 200k.

It's a good start.

Yeah. One Bitcoin really should get you out of the Nautilus territory and into the.

Yep.

The. The grand complication territory.

Yep.

At retail, S&P 500 sees another 15% gain. I agree. I deflate SaaS. We're still like, iffy on that because maybe the SaaS companies pivot, but like, in general.

Yeah. And the SaaS companies have one thing that upsets don't, which is distrib big Customer bases. A lot of them can introduce new products. So we'll see.

Ozempic GLP1s will cross 100 billion in annual sales. I don't know what the annual sales are right now, but that sounds right. I was thinking about what is holding people back from being on GLP1s. There was this kidney risk for a while. People thought that it gave you thyroid.

Shrinks your heart a little bit.

Is that true? I've seen you got to put the tinfoil high on for that or.

No, no, no. There's studies, studies came out showing that it might shrink your heart a little bit.

Well, that could be good because you could be more ruthless.

You don't. Yeah. You don't want to have too big of a heart in this world if.

You have to fire a lot of people.

Yeah.

Venture capital reverts to a cottage industry. Interesting.

It's interesting. I can have 25.

I feel like sizes received.

I feel like we probably agree on this. If we were to have a longer conversation. I think it's clear that if you want to be an independent gp, you got to be really fucking good. Yeah. But it's also never been more commercialized.

It's also. Yeah, it's also like a definition issue because. Well, like if I think about venture capital in the sense of like a person with $50 million fund who's going to write $51 million seed checks, lead them and, and really be the first money in at these very early stage companies that feels like venture capital, that feels like a cottage industry. You can go and raise a $50 billion fund and say I'm only talking to companies that have a market cap that's higher than 10 billion. And I'm just going to do SpaceX secondary stripe secondary and all secondary. And, and, and that can also be venture capital. When it's like clearly a different thing. You're like, you're just like. I mean we saw in the dot.

Com private market investing.

Yeah, it's private market investing. And during the dot com boom, like these companies were like overvalued and it was like they IPO to $500 million. It's like that's a Series A now.

Yeah.

Valuation dispersion widens. Okay. Seems reasonable. I mean there's still a washout from the post ZERB era. 7 US IPO market reopens, M and A accelerates. We talked about this. A new top tier college is born. How would that happen? Would that just be like an escalation of.

That'd be like a new UT University of Austin.

Oh. Oh. You think he's like, he's talking about a brand new one or just like it. It's born.

Born to me because it's possible.

It's like all of a sudden like Cal has a couple good years and it's like Cal's in the Ivies now.

Yeah.

I mean Stanford certainly did that where Stanford's like, you know, above Brown, clearly. And it's like mit, Harvard, Yale, Stanford basically. And a lot of the Ivies have kind of fallen off. An AI teacher teaches millions of students at zero cost. I don't know how like concentrated the AI teaching will be because I mean, yes, you could say like ChatGPT will teach a million for sure. That's already happening. But then you could also say that there's going to be like someone that uses AI to create a YouTube channel that's like Introduction to Economics and that gets a million views. But then there's going to be someone else that does it for physics and someone else that does it for chemistry. And it's like, is that all one AI? There's going to be a constant question about like what constitutes a single instance of an AI. Yeah, but, but I do agree. AI, it will be incredible. I mean it's teaching me so much stuff. Up India has a blockbuster startup. Ipo. Don't care. Outcome based pricing models. Just because it's international. Outcome based software pricing models go mainstream. We talked about this with the Salesforce. With Salesforce, independent media overtakes legacy media. This is the exact same phrasing as the other one.

We're doing it here. We're doing it here, folks.

Private credit bubble pops.

We will lbo, Bloomberg.

Private credit bubble pops.

Hopefully not know that much about private credit. Hopefully not. I hate to see bubbles pop.

Yeah. Mag7 continues to outperform the rest of the market. True longevity products go mainstream. Brian Johnson's kind of doing that. SMB M&A arbitrage goes away. True. You're Harvard.

I think that it's going to be.

Hard to start a plumbing company.

Yeah. That we're going to look back and, and laugh that it became high status. Making the search fun. Repackaging SMB ownership and SMBs are awesome in so many ways, but there's a lot of them that are better built from the ground up than, you know, buying a company with 700k in earnings.

Digital detoxes go mainstream.

Hopefully not in this podcast. Devastating to the show. If we, if we did a digital detox.

I mean, hopefully the iPad thing, the iPad kid thing was more mainstream.

I definitely. It's, it's. There's a very firm divide among moms and parents from what I'm seeing between the iPad, the pro iPad and. Because when. When anti iPad moms see a kid on glued to an iPad, they literally look at it like the kid is just smoking heaters. Like that is the reaction of the mom. They're just like, I cannot believe that this kid is just glued to the slot machine. Basically just going.

Anyways, inflation moderates to sub 2.5%. I think that's right. Waymo becomes the clear market leader for self driving.

Probably already depends on how you define.

Market leader for self driving. There's a lot of Teslas on the road. Total value of Teslas.

Yeah. But our Tesla is really self driving.

Every video three versus level four or whatever. Yeah, it's like all these levels and stuff. I don't know. I mean. Yeah. With. With Cruise out of the game, who else is even trying in full self drag? Who?

Holtz.

George Hots.

George.

George Hotz is an aftermarket kid. He is firmly in the level two camp. He is. Wants to be. He thinks Tesla will still win. They will be the iPhone, he will be the Android.

Yeah.

And he thinks Waymo will go away because of the cost structure and the design and stuff like that. But I don't know, I'm a little bit more bullish than him. On Waymo it seems to be working really well. And when I was in one, it was a great experience. It wasn't slow and it seems good. Patience reemerges as a virtue. That's funny. Hubris decreases. Humility increases. You know, I. I don't know about hubris. Like I've been thinking about getting into it because I just think I'm built different and maybe, maybe it doesn't work for other people, but maybe for me.

I think it, I think wears nicely on you.

Yeah, I think I could pull it off.

It's got a. When you do it, it's just awesome.

Yeah.

When other people. Not. Not so much, but other podcasts, other.

People struggled with it, but I think I could pull it off.

Yeah. And hubris is just one of those things. You gotta. You gotta indulge in it and see if it's right for you.

Yeah, exactly.

Not everybody looks. I mean, I was gonna say not everybody looks good in a suit. Not true. Everybody looks better in a suit. But you get what I'm getting at.

Let's go. 22. Logic and Reason Return to all walks of life. Business and politics. That's hilarious.

That's a good. That's a good.

It feels like the opposite of what's happening. Feels like crazier than ever. I. I'm full on.

No, but, but in some. But in some. But in some ways, like the Zuck announcement today.

True, true.

Saying, hey, free speech is important. It's also. Content moderation is also important. We're going to try to thread the needle here better. That just seems like logic and reason.

Yep. Standards.

Standards have been going up dramatically.

The innovation train continues to roll. Love it there.

He's good list. Good list.

Let's go to Fred Wilson with his what will happen in 2025.

He's been doing these. He's been doing these for a while. We should honestly go back.

Yeah, we should.

And look at the deep dive.

For sure. I've done a lot of these January 1st look forward posts in the 20 years I've been blogging, used many different approaches. Here are some of his predictions. Apple and Google will leverage their existing market power to surpass OpenAI ChatGPT in consumer AI prompts by the end of 2025.

What's interesting is, I mean, but so, so they arguably Google already has because I'm now getting so much AI summaries. Yeah.

And I don't know about Apple because I mean, have you tried the new Apple intelligence?

I mean, you sent me a summary.

I mean the summaries are, the summaries are funny and they're okay. They're not super useful. But like just actually opening up. Siri, like I want to be able to just treat it like chatgpt. Like, like, hey Siri, give me a summary of, you know, of Fred Wilson's predictions over the last 20 years. And I should just get ChatGPT. But with this, it's like you have to link your account and then tell it like, hey, go to chatbot. Don't stick around on the local phone. I want you to go to the actual big model. And it's like, it's iffy. They'll figure it out. But it's like it is tricky. And I still think chat.com and chatgpt is still just like mentally a place where people go. And I think underrated is like, is like I see. I think if you look at some of the new product developments that OpenAI is working on, it's a lot of like creating like a notebook almost where it's more collaborative and you can edit and develop a document. And that's. I see it as a new Workspace, like a spreadsheet. And I'm like, okay, I'm going to go do some work with an LLM and I want to. And I need a new browser tab for that. And Google doesn't have that yet. Like they have Gemini Studio and a million different like, like beta products. They have the Google search results, which are like, kind of helpful if you're just searching. You don't want to see a million sponsored posts and links and stuff. But I'm never going to Google with like, I'm going to work on collaboratively and really understand this topic in depth and. Yeah, because if I'm, if I'm researching cars or something, I'm going to want to follow up and ask a bunch of different questions. Okay, give me the full history of Ferrari now compare it to Lamborghini now create a table. Now export all that. Now give me the highest rank it, resort it. All this stuff, that's something that I want to do in its own environment, its own ui. And, and they don't have that. Waymo will surpass Uber in rides taken in San Francisco and Los Angeles by the end of 2025. Certainly seems like that's happening in San Francisco and I can see it happening in LA.

I don't know about LA. Just based on. They would have to drop 10 times more. I mean, depends on what.

A lot more.

I bet you could figure out how many they're planning.

Are we talking city or county? Fred, you got to be more precise because there's wildly different geographic areas between Los Angeles city and Los Angeles County. But the. If they're just in downtown, absolutely, yeah, no problem. Direct bank to bank payments will surpass credit card interchange payments in a few categories in the US in 2025. I have no idea how they're tracking right now. Yeah, it could have been either one of Those. Could be 10x the other and I wouldn't know.

But the real prediction is will the technology brothers use stablecoins to purchase a GT3RS by the end of 2025?

We'll definitely be using that Bitcoin leverage one.

Yeah.

Lava. Where we can pull the debt out of the bitcoin. Yeah, I want a GT3RS secured by my bitcoin, for sure. A decentralized clinical trial attracts millions of participants and produces a favorable outcome and trumps fda, not only approves the drug, but celebrates the approach.

Seems like an aggressive timeline.

Short timeline, yep. But seems somewhat reasonable. But what's weird is that it's like, how do you do a decentralized clinical trial that also requires testing a drug. Because, like, so let's say I'm a drug developer and I'm like, okay, what's. What's a very basic thing that, like, okay, everyone's having trouble sleeping, so I'm gonna make melatonin 2.0. Right. And I formulate it in my kitchen. I'm like, I got something that I think is good, but we don't know if it's safe or effective. And so we're gonna do decentralized trial. You're listening to the podcast. Go to melatonin2.0.com to, like, test it out and we'll send it to you. Okay. You're immediately violating FDA rules, so they need to change those. I could see a decentralized clinical trial happening where it's like, everyone is sharing their sleep data. And then something. A recommendation comes out.

It has to be data oriented.

I would see. I could see Maha pulling something in where it's like, we want to know. Everyone in America now has the opportunity to share their seed oil consumption and their body fat percentage, and we're going to run some massive correlative study on this. Like, that could be interesting, but just. Just alone, like, drug development. I just think a year is too short. A housekeeper robot named Judy is launched by Dyson, and it becomes a massive success, selling millions of units. Huh.

Again, timeline issue here.

Are they planning to do this?

I don't. I looked it up and I didn't see anything from Dyson. Yeah, I think Judy is some reference to a robot in some movie at some point.

I. I just wonder, like, okay, so.

Dyson would be a Roomba.

Right? And.

Yeah.

Count as a housekeeping robot.

Yeah. I don't know Dyson. Such a cool company.

It is. Yeah. Senra's done three episodes.

Yeah. Yeah.

You got to go listen to founders. I know the exact numbers, but he's posted about it, so you can go find those NFT art left for dead in the in at the end of 2024 makes a remarkable comeback in the MoMA purchases the 6529 Museum of Art for an undisclosed sum. I don't know exactly what NFT project that is.

I don't. It's not a specific project. It's a collector who's put together.

Yeah. A bunch of stuff.

A bunch of great NFT work.

I mean, I. I think that art values come from stories.

Yeah.

You like, wasn't it Van Gogh cut off his ear?

Yeah.

Like, by doing that, he canonized himself and the Art. There's probably this brother era.

Cut off your ear, put it on the blockchain.

Yeah.

Sell it to the Momo.

No, I mean Da Vinci. Like, why is the Mona Lisa so valuable? Like, it's not. It is like this, like, groundbreaking, beautiful portrait. But also like, there's the whole history of Da Vinci inventing flying machines and stuff. Like. Like that gives it more value.

Yeah.

And. And it's the same thing with, like, you know, Andy Warhol and commenting on capitalism and consumerism and stuff. Like, the story is always what drives the value with these things. And so will some NFT project wind up having a fantastic story? Absolutely.

I think Moxie Marlin Haggy Penguin selling and Target Pudgy Penguins is almost a.

Different thing because it's like, it's just a commercial, like, business. It's almost like. Yeah, it's almost like a brand like supreme or something where it will have value as a commercial brand, but I think just pure NFT art, which I wouldn't even put Pudgy Penguins in, will have value in.

One of my.

Like the.

One of my favorite things that we did back in the day at Party Round is we posted on. There was this time that was like. It was like everybody would post, like, reply with your wallet address and we'll airdrop you something. And so we had a bunch of people do that. And then we airdropped everyone NFTs that were ads for Party Round, which is great because you send somebody an NFT and it just sits in their wallet and they actually have to pay to get it out of their wallet. So we just airdrop. I remember we put an ad in like Dylan Field's wallet that was like, this is an ad for Party Round. And like. Like Comic Sans.

Yeah. See, like, that has. That has a provenance where it's like this stunt. There's history around it. There's a story. Like those might actually.

Yeah.

Ironically wind up being worth something.

Yeah.

The. The NFT that I think has almost the most value is Moxie Marlin Spikes, as you saw. So he was very bearish on NFTs. And what he did was he said, you know, everyone's saying these are decentralized. But I created. He created an NFT that when it's viewed on OpenSea, it shows you one thing. When it's viewed in a Ethereum wallet, it shows you a different thing. Phantom Wallet shows you a different one. And one of them was just like, it showed. It rendered a poop emoji, the other one rendered some joke and that's funny. Yeah. And he wrote this real blog post, like taking down and like really analyzing what was wrong with NFTs and where people were getting over their skis. And. And I was like, that nft, it's only. It's a one of one and it's by moxie marlins. Like the founder of Signal. Like a world historic figure in terms of like cybersecurity.

Yeah.

It's like. And he's not an artist, but he's the only one he's made. And it's like super interesting. I tried to buy it off of him, but he was like, how much do you. How much will you pay me? And I was like, I don't actually know. I haven't thought about what it's worth, but I should go and buy it from him. Let's keep going. An AI doctor with the personality of Mr. Rogers will treat millions of patients at zero cost in 2025.

This is basically just chat GPT and you just prompt it to. To talk like Mr. Rogers and then boom. I actually do wonder, I wonder how many queries on chat GBT are already like medical diagnoses type things.

Probably a lot. I just wonder like this makes it sound like it's someone fine tuning it. And when you go there, you always get Mr. Rogers. And I don't know if that's the winning world. What's up?

You can see fire from.

Whoa. There's a fire going on in the Palisades right now.

Yeah, this is brother in law sending a picture from Century City.

Okay.

So you can see the flames just ripping.

Not good.

Crazy. All right, back to the podcast.

Bitcoin mining operation will pair with a wind farm in Newfoundland and grid scale battery storage to power an AI data center showcasing a new model for sustainable infrastructure.

A lot of buzzwords and this is already happening.

This is. This is Crusoe. This is Crusoe Cloud. Like they were a bitcoin mine mining operation. They had peaker plants on natural gas extraction and. But they also use wind and all sorts of stuff. They use grid scale battery storage and they power data centers now. So, yeah, bullish on Crusoe, I guess. Arizona's ESA program attracts over 25% of K12 students in the state, leading to a number of local school closures. I don't know enough about the ESA program to come.

Is that a home?

It's something like that, yeah. But always bullish on new models of education 10, an AI produces an animated feature film that is nominated for an Oscar. Not going to happen. In 2025, but probably soon. I wouldn't be surprised if there's an Oscar nominated film that uses an AI generated image or sequence. I don't know about the whole film.

And certainly not, I mean, if Hollywood is not creating their own like proprietary tools.

Yep.

To generate content.

So they're fucked. It is the best example of AI being used in Hollywood right now. There's a few. One was in, in the Marvel Endgame Avengers movie with Thanos. They have to animate his mouth and his skin. And when they.

Did he not chew enough masks?

Yeah. When they put the dots on his face and then they do the facial capture to get the motion, but it's not high resolution enough. And they use an AI model to upscale the motion capture data, essentially. And then I saw another version where a film that was. That was produced in maybe Polish or German was translated into English and they used AI to do. Replace the mouth movements.

Interesting.

But they also use cgi. So a lot of these, A lot of this AI stuff is going deeper into the CGI pipelines. And so right now if, if you're. Whenever you see those behind the scenes and it's like some, some soldier fighting on a green screen, it's like that's not always just one click the button and the green screen goes away. A lot of times it's like, well, there's wires and stuff. So they still send it out usually to abroad and they have a bunch of people literally drawing around the edges of every single frame and they just have hundreds of people doing it called rotoscoping. And then there might be an AI tool that also is integrated in there. And so, you know, a lot of it's like, what the, what's the definition? I disagree with the idea that there'll be a one shot AI, like make me a movie Oscar. No way. But if there's someone who has a great vision and they need a couple frames of like B roll and stuff and they fill in the story.

Yeah. I think in 2025, the one shot. The one shot videos are still going to be. They're gonna slop.

They're gonna fight back against this and they're not gonna give it just because of the statement it makes.

Yeah, yeah.

A taxi. An air taxi service launches in New York City offering an alternative to the L train commute. Ooh, I would love that. Are we talking helicopters or are we talking flying cars?

What about the blades?

Are.

You know, there's Archers the figure founder. Last company will someday.

None of those are at scale in terms of manufacturing yet. And I don't think many of them.

Are faa, but the thing. So I think what I like about what Fred does with these is he's just putting out what he wants to happen and he doesn't really care if it happens now or in 10 years. He just wants it to happen.

No, no, no. These are just like. It's almost like a request.

Request for startups.

Yeah, it's great. TikTok turns to meme coins that can be traded on decentralized exchanges all over the world. That's funny. I wonder like that I. That. That feels like useless if it's just collector items, but maybe valuable if you're able to instantly sell the revenue from a video. The problem is, is that TikTok doesn't have really long half lifes. Like you get a million views and then you're done. And maybe the creator payout that week is.

Yeah, it's kind of interesting to think, okay, I'm watching this video at sub 10,000 views. Can I buy a piece of it? And maybe it trades.

Some of my videos get millions of views every month forever. Like, like I put one out. That's the history of Donald Trump. It has 3 million views now. That video alone probably generates over $1,000 a month.

Yeah.

And so I could in theory sell that off and then share that. Whoever buys it gets that revenue stream.

Yeah.

And there are services that do that. It was called. There was something that was really hot in the YouTube space and a bunch of YouTubers like sold their back catalogs.

And then like, oh, yeah.

Pretty sick.

Yeah. It wasn't. I do that. Didn't Mr. Beast do that to help fund some of these bigger videos?

Which is great. And there's a long history of this with like the Beatles selling the back catalog. Michael Jackson.

Yeah. Big artists have been doing this for.

There were a lot of people that made a ton of money doing that because they bought. They bought the right asset and it went really big. And then there's obviously like the famous Taylor Swift argument about how she sold it. And then buyers or sellers, remorse. Very interesting. And number 13, the USV librarian goes rogue, gets access to USV's crypto wallet and starts making seed investments. One of which turns into a fund returner.

He's just manifesting at this point. Love it.

Librarian is like an AI that they trained on something else. Should we go to Nikhil Basu Trivedi who writes the next big thing in 2025?

I've always, I've always. I. Nikhil's got a very dialed format.

Yeah, these are great because he runs a blog but for his predictions he asks a ton of people to to give their predictions. Then he just aggregates them and he gets some really top people. I mean general partner at benchmark, DARA 3.5 DARA from Delphi, partner at Tim at Timitor. Oh he's in here. That's great. Jess Lee at Sequoia. Lots of good people. So we should just kind of skip through these. Pick like the, maybe the best one from each category. Let's go with AI agents and I want to hear what Claude has to say. That's funny. He asked Claude 3.5 Sonnet and Claude says the next big thing in 2025 will be the widespread adoption of AI agents that can autonomously handle complex multi step tasks. From scheduling your entire vacation to managing your small business operations while being fully aligned with individual users preferences and values. This shift will mark the beginning of truly personalized AI assistance that goes far beyond today's basic chat bots and virtual assistants. I mean it's certainly happening in niche categories right now with like dedicated startups that do things from end to end. And I would love to see more of this because we have plenty of multi step tasks that can be prompted. I mean we saw Dwarkesh talking about just doing the transcripts from his like messy podcast transcripts with lots of ums and us and he has a master prompt but it's really just one shotting it. It's one, it's one prompt. It's much better if he could just have a, an AI agent sitting there and says hey, as soon as this RSS feed gets updated. Step one, download the, download the MP3. Step two, send it over to whisper, get it transcribed. Step three, run the transcript. Step four, upload the better transcript. Like do that for me too. Don't just give me the text. I want it, I want it live and I want it just sitting there. We have there was a fan of the show who wrote in and said I'll do your, your your title ideas and send in some, some chapters. We get a lot of people asking for chapters on YouTube and that's a great thing that AI should do. Eventually YouTube will do it automatically. They have some automatic chapters functionality but we'd love more fine tuned control over it. So an AI agent would be fantastic there. AI interfaces. Let's go to Altimeter. Jamine Ball says I'm on the second page here and on AI interfaces, Jamine Ball says the next big thing in 2025 will be a Cambrian explosion of voice. AI applications, latency on inference, latency on networking and more advanced turn detection. Background background noise detection will lead to truly human like experiences with software. As we.

This is.

Yeah.

Just to make it relevant to some stuff we talked about before. This is the bull case for friend is that if the underlying technology gets dramatically better.

Yep.

And then you have this device that's with you 247 it could turn into the craziest relationship you've ever had. Right?

Yeah. Yeah. It's also interesting like. Like what are you looking for in a relationship? Like if it's capable of being like a friend then you know it's also capable of just being like an assistant.

Yeah.

Just bouncing ideas off you Secretary. Yeah.

Nothing will ever replace a world class secretary.

Let's talk through Eric Newcomer. He on on AI applications. He says the next big thing in 2025 will be in the world of artificial intelligence where it's going to be cool to be a GPT rapper again. Consumers and businesses both need help figuring out how best to use already very powerful language models. So we're going to see a bunch of applications crop up that help people get the most out of these models. Startups will build sales motions, integrations, customer know how, et cetera and won't need some huge technological moat to justify their existence. Of course no one will want to call their company a wrapper. Think more GPT refiner. These companies will get data particular to their use case, do some human reinforcement learning and delivery. An easy to use product that leads the horse to water instead of intimidating empty.

Yeah, you're building. You're basically building the interface for the model.

Yep, that makes sense. AI generated content. Let's go to Demir at index. He says the next big thing will be video generation models. Video is the ultimate form of creative expression. How we produce it will fundamentally be transformed as a result of next generation models. Yep, I agree. Have you played with Sora yet? I think. I think I have access to Pro but I haven't actually done it. I think it should be useful for our editors to pull B roll and stuff.

But the most unhinged slop B roll.

Some of the slop B rolls like it's. The question is like when is it helpful to illustrate something and usually I feel like you want a very specific shot but it can be helpful.

I'm ready for somebody to make the. The somebody just needs to fully lean in. I don't endorse this but it'd be funny. The. The Ayahuasca visualization engine with Sora where it just takes you through the giga slob like mental journey of an Ayahuasca. Yeah, let's just keep Scott Belsky always sharp. He says the next big thing in 2025 will be top AI talent shifting from working in companies pioneering the latest and greatest AI to taking leadership roles in the industry that benefit most from AI. I won't go in further, but that's interesting. It's basically, you know, right now the top AI talent is working at AI companies, but then eventually it's like, hey, could you have a bigger impact if you went and worked at a company like Flexport, Right. And like became a leader in the. At the intersection of AI and logistics. Right.

Oh, let's go to Dara in the not AI category. The next big thing in 2025 will be a counter movement to AI content overload bringing, bringing focus back to human curation and authenticity. Infinite AI generated content is still in its wow and novelty phase. But anytime there's an abundance of an asset, the pendulum swings to the other side where people appreciate the scarce assets that come with quality, which in information's case is trust. As trust becomes scarce, influence will concentrate among select curators and experts that who can use AI to scale their validated perspectives while maintaining credibility. These curators will have unprecedented reach and impact as they'll be able to maintain personal connections at scale through AI enhanced interactions while preserving the authenticity that made people trust them in the first place. Interesting.

Dara, always sharp. Nicole Wishoff, you got to know what questions to ask. Yeah. Nicole Wishoff says the next big thing in 2025 will not be AI as the main character. Bets have been made and there are many hot takes on commoditization and models. The physical infrastructure will be the really important conversation energy data centers and the Trump admin. Coming in, more thoughts will go into how we power AI and not the outcomes of AI which has dominated all of 2024.

That's a good interesting. Let's go to Gary Tan. The next big thing in 2025 will be startups of 10 people getting to 10 million ARR in less than 18 months with less than 5 million raised.

This is why, I mean it's hard to imagine any company better positioned than yc. Than yc.

Yeah.

I could. Yeah. It's probably one of the greatest business models of all time.

Fantastic.

Product. So I like this one from. From Michael Lightspeed. Lightspeed. He says the next big thing in 2025 will be the return of the product oriented founder. The magic of AI technology that led to instant PMF for SO is starting to wane. What's needed now is exceptional products that solve real problems and the teams that can natively build them. So yeah I think I've seen that. I think we've seen that in the last six months or so where founders that had been building something and maybe exited like Jordan, Jordan Singer, are now getting back in the game starting from scratch, thinking in a very AI native way.

There's another one here on GLP1s. The next big thing will be a second win for GLP1 drugs is from Nan Lee at Dimension. Already a blockbuster product in obesity and in diabetes headed toward 50 billion of annual sales. Remember the other prediction we saw there was 100 size gone 2x. This class of medicines will be further bolstered by new research findings. First off, there seems to be no limit to what diseases GLP1 biology is linked to as a label expansion studies continue to create strong signal in everything from sleep apnea now FDA approved to chronic heart failure.

Funny I saw so there's a week ago at the Amman it's a very nice hotel. I saw this individual who I spoke to at one point very large and I just kept thinking like seemingly like uncomfortably large and I was thinking like why? Like there's still. It seems like being overweight will become somewhat of a choice but some people are still going to just choose to.

Not of course because you want to physically intimidate your opponents.

Yeah, be a size lord.

Exactly. Maybe that's a good prediction. Willmanitis puts the weight ooh R for rock.

Gotta mention it here. The next big thing in 2025 will be hemp based THC. The US market for Delta 8 THC and other hemp derived cannabinoids has increased by a whopping 1200% in just three years going from 200 million to 2.8 billion. I think marijuana should be banned. Banned. But anyways Delian I like our for.

Co founder at Varda and partnered founders fund says the next big thing in 2025 will be regular landings on the moon of equipment to prepare for people shortly thereafter.

Love that, love that. I mean we said we should send some full podcast studio up there just to get. Yeah just to get ready the first podcast studio on the moon.

That's great. Let's see what else we got. IPO Gokul Rajaram at Marathon says the next big thing will be tech and IPO markets booming. Agree big tech earnings. Chad Buyer says the next big Thing will be mainstream adoption of agents in large enterprise leading to increased earnings and quarterly beats resulting in continued stock all time.

We love quarterly beats among hyperscalers.

I love it. Should we close with our own predictions? We asked 24 billionaires for their 2025 tech predictions and here they are. Marc Andreessen gets hair transplants. Artificial intelligence will get better.

That's the best. The best prediction possible. Artificial intelligence because. Because it seems like you just can't miss on that.

Exactly.

And if you predictions are all about. It's not about being. Saying cool things, it's about being right.

Exactly. Speaking of being right. Bitcoin hits 25 million per coin. I think we got that one. The bag Keith Roy becomes a mass monster and gets his IFBB pro card big. Most of the major cities will be replaced with vast pleasure domes used exclusively by the Excelsiites who are the Neo upper class. While the displaced hordes of lower class depth grobblers will live underground in tiered cities endlessly toiling away for n for nuggets of neoplasmid. Do you know where that's from? You gotta look it up one day. Venture capitalist formally becomes a slur. The Oxford English Dictionary. I love that. Databricks IPO prices above $147 a share.

You gotta kind of pull the number out of the hat on that one.

50% premium to the last price, I think.

Yeah.

Underperformance of European VCs results in mass famine and chaos on the continent. Most EU countries backslide into feudalism.

Love it.

I think that's.

As long as it remains a great vacation destination for hard working Americans.

Yes. Yeah. It's like our Disneyland. Elizabeth Holmes has a stunning comeback. I think that's in the bag. Venture backed defense tech companies collectively rack up over a hundred thousand confirmed kills. Well on our way. Mark Zuckerberg gets really into lawn care. I think the bro arc of Zuckerberg is like lawn care.

He got into grilling, he got into watches, cars, cars, minivans. Minivans. Steak. He got big in a steak.

Yeah, he's. I think he's going to go precision rifle series, prs. Long range, long distance, custom rifle builds. That's. That's definitely.

He needs to buy an F1 team. That would be good. Like why does Meta not have like Meta racing? Like that would just be fantastic. Meta has the best. Meta has the best advertising network of all time.

He should buy the NFL, the NBA, the WWE, the UFC and F1. All of it. Not just a team, the whole thing.

Yeah.

Two GPs of tier one funds will go to jail. I think we know we're talking about there Virtual reality will have a major moment. That's exciting. That's exciting. That's exciting. After years of financial mismanagement the all in podcast will declare bankruptcy and be acquired by private equity.

That one is sad. That hurts that we hate to see a good podcast go down but the numbers they lost. The numbers are what they lost their. They lost their top dog lost their.

Star absolute dog and the revenue has just been too low.

Yeah.

That's the problem.

They're not going to be the most profitable podcast without with relying on events for revenue.

Yeah. A major investigative journalist will write an expose on humiliation rituals Adventure capital firms we've heard a lot about those ramp will continue to offer a seamless corporate card experience to the best practice private and public companies on earth. Big game hunting replaces skiing is the go to VC off site activity. You know we posted this before the. Before all the chaos at Veil. You know you're not hearing a lot of chaos on the Serengeti. There aren't a lot of line lift lines to go hunt a tiger or a lion. So yeah.

Seems like an obvious TR Big game hunting. We. We're going to do a brothers big game hunting trip at for sure another.

VC will be fired for not being able to hold his liquor. I think we know who we're talking about there.

Yep. But there is the blackout to fund manager pipeline still exists.

Yep. The new Tesla roadster will finally ship and it will have A naturally aspirated V12 and a gated manual.

Let's go.

I'm excited for that. I'm. I'm seriously considering putting a reservation down on the new roadster. I think it's going to be awesome.

It's a good buy.

I think. I think this is the year he's going to deliver it. It's been forever delayed but now like everything's clear. Stocks at all time highs. Like he's got all the approvals and stuff. Like he needs a new Halo car. Like it would just be so sick.

He's letting the cybertruck kind of hype.

Yeah.

Play out.

Yeah. It's going to look so good. The cybercon look like a cybertruck huracan. That'd be awesome. I hope, I hope he. I really hope he takes the cybertruck aesthetics into the roadster. I don't want the roadster to look like the old roadster at all.

That's true.

Or the model.

If it makes like a very Tron.

They all look exactly the same and they look super boring to me. Cybertruck, I think. Looks sick. So very Tron. Get down. Yeah, that'd be so good.

Yeah, that would honestly be if it. If it felt more like a Lamborghini than a. Like a totally futuristic Lamborghini.

Yeah, it shouldn't look like an Elise.

Yeah, that makes me want to. What. What's the actual.

I think you put down like 10k or something. Yeah, but the whole thing is like you could just put money in. In Tesla stock. YC will fund a company that makes humanoid robots with guns for arms. I like that. YC has been getting more into the military industrial complex. We love to see it. LPs finally start refusing to back GPS that wear shorts in a business setting.

Good to see one.

Every tech podcast not releasing daily episodes will fade into obscurity in the face of relentless competition from the Technology Brothers.

Fact check. True.

Yeah.

It's not even as much of a prediction.

AI agents will cause homelessness in San Francisco to fall to zero percent, but their methods will be harshly criticized by the public. Deadly Brian Johnson will die in a hail of gunfire during a raid on a top secret government biolab that contains a fountain of youth elixir. What did we miss? Let us know. DM us if you have predictions. And that concludes our. We never miss predictions for 2025. We have to.

We gotta something we gotta say. Let's take a quick.

Okay, let's take a quick break. Welcome back to the Technology Brothers. Still the most profitable podcast in the world.

LA is still burning down. We're still podcasting.

We have some breaking news, though. Mark Zuckerberg has announced that Meta will be relaxing the. What do you call it? Censorship, I guess.

Hey, guys. Got kind of out of control.

Video was so funny because Zuck has this style where he's just like a direct. A camera. He's like, hey, guys, I just want to give you an update. And normally it's like, you know, we're really excited to announce, like, creator monetization, but with this one, it was just like, oh my God, it's getting so much more extreme. And it's just like we're not going to penalize people for, you know, talking about politics anymore. And it's like, okay, that's pretty reasonable. It's like we're going to have this Community Notes feature and we're going to let that do a lot of the work. So it's community policed and, you know, we're not good like, like the Automated systems make a lot of mistakes. It's like, oh, that's reasonable. He's like, oh, and by the way, we're moving our trust and safety organization from San Francisco to Texas to the.

Great state of Texas.

Oh my God. It's like a bomb going off. Culture, structural change.

Yeah.

Wild. But all of that is just a sideshow to the real. The real reason why we need to talk about this story.

Clearly, the real reason why he made the video.

Yes, 100%. It's because he needed to show off his beautiful $1 million Grubel Forsy handmade one watch. And so we have a post here from Dede says Zuck was wearing a $1 million watch in his community notes announcement video. Nothing says I understand the culture shift of the community more than a watch that costs more than most people houses. That's true. I don't know if he's joking, but like, that's true. It's like the era. This is authentic.

He's not messing around.

He's a billionaire. He should have a million dollar watch. Why not? And it's a cool story. And we're going to take you through what makes this watch so special and why it's actually fine and cool and great and it's awesome.

It's a celebration of his success.

Yes.

Meta success.

Yes.

And watchmaking the numbers he's put up.

Not just a billion, 1.5 trillion. That's how much value created capital. T. I was, I was trying to run the numbers and I was like.

Anybody that creates a trillion dollar company should wear at least a million dollar watch as their daily driver. Period.

Arguably, if you adjust just for his wealth. I don't know if you can find a watch maybe on Teemu. If you're. If you make $100,000, the equivalent watch as a percentage of income is like a five cent watch. Yeah. Like he spent.

Zuck is at a Zucker's at a point where I would actually like to see him utilizing the real estate on actually both watches.

Yeah. And also, you gotta ice this out. Yeah. He should definitely be icing this out. Flood it with. I said with the top tier diamonds.

No, lab grown diamonds.

No, no, no.

Straight from the earth.

Exactly.

The most farm to table diamond.

It's got to be in the 1050. Get into 100 million. Make, make the. Make the. The. What's the watch? Where is the. The hallucination. You got to make that look like a cassia.

Yeah, yeah. Make it look like a cassia.

Okay. So the Grubel Forsy Handmade one. It's a 43.5 millimeter in white gold. It represents the pinnacle of old world watchmaking techniques in a modern era. Priced well into the hundreds of thousands of dollars often cited around or above 800,000. I saw one for sale for 906,000, giving it away. Interestingly, there was a news article that said it was $900,000 watch. I found it for 906. Let's put them in the true zone. I want to, I want to note on it there are only two or three produced each year. Within the realm of hot horology or high horology. It occupies a level of craftsmanship, exclusivity and finish that sets it apart from either from even from other superlative luxury watches. There's incredible rarity. Only two to three pieces made per year. Each requires 6,000 hours of handiwork.

It's crazy too because now every product manager in the Valley is going to be trying to get this watch.

Yes.

And the question will become are they going to increase the their allocations? Because you know there's going to be people banging down the door saying please make this watch. I work at, I work at Uber. I'm a product manager. I make a couple hundred thousand dollars a month. I want, you know, a nice piece that I can wear to work. And yeah.

So have you seen the other grubel forces? They're incredible.

The non. The non. Handmade.

So. No, no, no. They, I think they're all handmade.

Well, they're all handmade, but handmade. One is, is this specific model.

Look at this one, dude. It has a, it has a physical model of the world. It's like three dimensional. You got to look this up. We'll put a picture up on the video but it has a picture of the world that rotates to show you like what time it is across the world.

That's wild.

So amazing. Incredible is incredible.

But traditional method. Over 95% of the parts are fabricated using centuries old fully manual techniques, making it distinct from even most hand finished pieces.

Yep.

Time intensive components. The escapement lever alone can take one and a half months to create.

Yep. 3. The three years of full time work go into producing each watch. An incredible investment in time. So these are very rare. Fewer than three pieces per year. One of the rarest series produced watches in the world. Typically quoted around 800k 95% handmade. Aside from the sapphire crystals, pivot jewels, gaskets, strap spring bars and the mainspring, every single part is executed by hand and have you ever seen any of these videos breaking down, like, how these individual independent watchmakers work? It's like they actually have every single tool. Like, they need to, like, file down. Oh, oh, we need a gear.

Yeah.

Let's make it from scratch. That's crazy. The escapement lover.

That's like, with us.

Yeah.

Podcasting. We need a new microphone.

Make it.

Make it from scratch.

We really should get some, like, handmade. There are some. Actually, one of my friends from high school, his dad, that was their business, they made handmade microphones for record recording artists.

Yeah.

And when you listen to, like, you know, oh, like, yeah, like the Rolling Stones use this microphone. Yeah. And it's just like, actually, like, the top tier. That was like, his high school job was like, helping assemble stuff. Very cool. It has a tourbillon and train wheels that take 600 times longer to produce.

I actually think in the era of just AI slot products, these, like, ultra, ultra handmade, like, it will become cool again for somebody to say, yep, I'm gonna hand make wine bottles. Right.

And. And this is why you can't write this off as just like, oh, it's just rich guy shit. Because Zuck is a technologist and watchmaking is in some way a pinnacle of technology. Like, we didn't have the ability to make this. It's just mechanical. It's not computer science. But there's something that's. When you look at a really fine handmade watch, you're. You're realizing, like, an expertise in craftsmanship that you want to bring to. Yes. Even the ad platform software like that, that's the same. Same concept. The dial and finishing the minute track and seconds sub dial are executed in true fired enamel. Enamel requiring multiple firings at 800 degrees Celsius. The silver bridges, known as malachort in French, they feature a frosted finish achieved by repetitive dabbing with a stiff wire brush. The copper content gives these bridges their soft golden hue. Hue mirror polishing. Every bridge and wheel includes expertly polished bevels. Many feature sharp inward angles which are extremely challenging to master. Each screw grow goes through 12 different manual steps and can require around eight hours to produce. Finishes vary between black polish and fired blue steel. All color match meticulously. Incredible. A one minute tourbillon made of 69 parts. The tourbillon. I got to get a tourbillon watch for sure.

Yeah.

Originally, I believe the tourbillon was designed to offset the. I think it was in pocket watches, maybe wristwatches too. But if your watch is sitting there at an angle there's gravity on it in one direction.

Yeah.

And so that would throw off the timekeeping. And so the tourbillon was spinning to offset that a little bit. Now there's other ways to, to build a watch that keeps time more accurately, even in the mechanical realm. But the tourbillon is still just like a fascinating thing to look at. And with this watch, the tourbillon is actually exposed so you can look at it from the, from the face, from the, from the dial.

Incredible.

Yeah. You got to have screws that take at least eight hours to produce in your watch or else what are you doing? The large balance is free, sprung and adjusted in six positions beating at 3 hertz. The hairspring is shaped by hand to include an overcoil minimizing positional error. Has a 60 hour manual wind which is quite robust given the large tourbillon assembly. Golden chattens. Traditional pocket watch style, chattens hold each pivot jewel an homage to 19th century techniques while also aiding in serviceability. And the base plate on the reverse side features a grat main or hand scraped finished. No two plates are identical. There's a ratchet wheel, year plate and nameplate. Oh yeah, that's a really fun thing. So it says the year that it was made on the face of the watch. And so one in rose gold, one in white gold, showcasing multi metal accents. Each watch was also inscribed with a year and number denoting its place among the two or three made that year. So you can instantly look at your watch and know exactly. It's kind of like with those, like the super rare sports cars, limited allocation, they will say, okay, this is number. Yeah, I mean even, even for like, you know, like a somewhat limited run, like a Murcielago or something, people will look at the VIN and they'll track all the VINs. Are you familiar with like VIN wiki? Have you seen this? Yeah. So people track down all the VINs and then they'll know, okay, there's 2,000 of these cars made. And then a lot of times people will track down the VINs and realize that there's actually a lot more, less of them that people thought because they crashed or they were sent overseas or something. And that can drive the value up. But something like this, you, you know, you look at the, you look at the, the number right on the watch to remind you of how exclusive it is. I love it.

And the, the thing for me is he, he clearly was very particular about choosing this watch for this announcement. You don't, you don't throw this on by chance, you don't wake up in the morning and say, oh, I'm gonna, you know, you know, you really. It's a very intentional decision. But with Zuck, it's thinking about all the watches that he could have that he brushed over.

Yeah.

And chose not to put on this morning. And I. And I want to know about this.

Could have won the cubitus. Completely different.

Cubitus would have been. Is quite the statement.

Would have been quite the statement.

Yep.

A lot of people wanted to see him throw on an FP Journe, which he has, and it's beautiful.

But VC Braggs.

Yeah.

I was talking about this, wanting to.

Throw in the FP Journe, but the FP Journe is. It's still an independent watchmaker. Francois Paul Jorn is obviously a fantastic watchmaker, but it's a little bit more well known.

Yeah.

Than something like this.

And this should just be a wake up call for tech executives. Broadly, I agree that you need to be taking clocks more seriously.

Yes. Yes.

Take time more seriously.

Yeah. This is the thing about a watch. People say even.

Even Elon in many ways talking about unregretted user seconds. He's really making a statement around clocks, time, watches and time.

Yeah. And a watch doesn't tell you the time of day. It tells you the time in your life. And so for him, what is this moment? Where is he in his life? He's at a point he just signed Dana White where he can walk, can wear something like this and this. And this symbolizes where he's at in his life.

Yeah. And that's an incredible place that's making incredible signings.

It's comparable only to itself. I love it. Epitomizes the devotion to genuine handmade craftsmanship. Nearly everything is done by traditional techniques seldom seen in modern watchmaking. Are you okay?

Yeah, I think we just got an evacuation order, so probably got to hit the road.

Okay. Well, it'll be a short episode. I mean we will be on.

Not exactly. Not exactly the shortest. I think we still close clock. Subscribe to a couple hours.

Follow us on X. Follow us on YouTube. Follow us on Spotify Brothers.

I'm sorry to cut the timeline out of this episode, but we'll be back tomorrow. And in my defense, there's an evacuation order at my house and I can't in good conscience.

And we have some great polished pieces going out on X. These are the. The Brother of the Week award, the Reply Guy of the Week award, the size gong, the personnel news. We've stopped doing those within the episodes we record them before we edit them down. And they go out exclusively on X. They're exclusive clips on X. And so make sure you follow us there, turn the notifications on and make sure you reply.

There's a big there's going to be about 50Reply guys of the week this year.

Yep.

And many of those people will go on to join the Forbes list, to start trillion dollar companies, to raise mango seed rounds and do many great things, you know, to win the Kentucky Derby. Right.

This one is encouraging to you. You might be worried about your house burning down, but we're going to Josh Steinman and he's saying, good morning, we.

Are going to win.

And that's a great place to close it.

Thank you, brothers. We'll see you tomorrow. By.