Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN

There was some big news this week. Of course, everyone knew that Apple was launching new products, but there were some surprises and there's some cool stuff starting with the MacBook Neo. The more downstream take is like, how is Apple affected by the AI boom? But let's start with the actual products because this thing in the video, it looks so small. It looks like an 8-inch laptop. So this is the MacBook Neo sort of designed to compete with the Chromebook. It comes in at $599.

Well, not even just the Chromebook, just all PCs.

Yeah, but I mean, you're not going to get this for like if you're in a professional workplace, go to a desktop with multiple monitors, plug in, you're doing like advanced work. Like this is for students, this is for the low end. And it's just a personal computer.

Yeah, I think it's designed for people that have an iPhone but don't have a Mac because of cost. And now they can have an integrated suite.

I love the launch video too. It's very weird when they start because it's just this blank block, and then they're adding features to it with CGI. Does a really good job. It's sort of anticlimactic because every feature they add is just what you'd expect. I was kind of like, oh, is this going to be a touchscreen? And then it's like, oh no, it's just a normal screen. It's like, oh, guess what? It has a keyboard.

Boom.

Mic drop. Oh, it has a camera. 2 USB-C ports. It is kind of cool that they put the, uh, the headphone jack a little bit further down. And then they're like, check it out, you're never gonna guess this, a camera. We put it on the computer.

They're like, hey, we heard you liked having an iPad. Yeah, that you could attach a keyboard to. So we basically took an iPad and put a key—

but it's very cool how they like sort of expand the product, like show you, okay, there's the speaker, it's pretty big, it goes on the side, there's 2 of them, 13-inch display, 16-hour battery life. The price is the really crazy thing. So $5,000 $599. For students, it's $100 cheaper, so $499. That is one of the cheapest Apple products they've ever made. I'm pretty sure the headphones cost more. The Apple Pro, uh, the Apple AirPods Max cost like $500. Remarkably cheap. A18 Pro chip, uh, 256 gigs or 512 of storage, 4 colors. They got it in Ramp Yellow. They call it citrus, but I think everyone's going to be—

and it now costs the same amount as the entry-level iPhone. Yeah, 17e.

Yeah.

People are sort of like, ah, it's underpowered, but look at the price. This is crazy. The last time Apple had a product that was anywhere near this cheap was in 2014. So 12 years ago, they sold the MacBook Air for $899, and now they have this down at $499 or $599, which is remarkable. Really, really cheap. Cheap for 2026, cheap for an Apple product, even cheap when compared to other laptops. So this is sort of like their escape hatch, their pressure release valve. So they can actually increase the price on the other products more because if you're price sensitive, well, they have a product for you. And there was something similar that happened with the new suite of iPhones where the iPhone Pro Max was getting so big and the camera notch was so in your face and the phone was bigger and heavier and the battery life was great, it was very powerful and a lot of people want that. But there were also a lot of people who were complaining, I just want a thinner phone. Well, then you have the iPhone Air and there's gonna be crazy trade-offs. You only get, I think, one camera, the battery life's not nearly as good.

Lags.

It lags. But for some people, if they're going to be complaining about all the features of the Pro Max, it's like, well, we got the Air for you. Stop complaining. And I think that's a lot of the strategy there. Other products they launched: MacBook Air with an M5 chip, MacBook Pro with the M5 Pro and M5 Max chip. How much memory did you wind up going with?

48.

48. Is that enough?

I feel a little soft.

Is that enough to pull up tweets and react to them on a livestream? Apparently you actually have been maxing out something like 32 gigs of RAM, which took me by surprise. I have not had, I've not been memory constrained, but I do actually love the idea of getting the top-end memory, which is the thing that constrains you on running LLMs locally. Is that correct, Tyler?

Yeah.

I mean, you can always like, if you have a really big model, you can like get around the memory thing, but then it gets like super slow because you're like loading it in and out.

Oh, okay. You're loading it in and out for like every token that you're generating. Yeah.

You need a lot of memory.

Run a model. Yeah. But so if I go with the 128 gig, the top of the line chip, I should be able to inference a pretty smart model locally pretty reliably? Yeah.

I mean, it's also like you can always just quantize the models down. And so you can actually run really frontier open source models on pretty normal hardware now.

I'm just purely thinking for doomsday prepping, the idea of you have your library in case you're bored during the apocalypse. You have your DVD collection. You can watch all the movies from start That's the big one for you because you're gonna be able to watch all of American cinema from the beginning.

I still don't think I'd actually watch.

You wouldn't do that? What would you be doing? Assuming that the internet's down in this apocalyptic scenario, you can't scroll.

There's plenty of other things to do.

What would you do?

Take a walk on the beach.

What if you can't go outside because there's nuclear fallout everywhere? You're stuck in your bunker. What are you doing? Whittling? Do you get into whittling?

I actually used to love whittling as a kid.

Called it. What else did they launch? In a world where computers keep going up in price, it's kind of wild to see Apple drop a $599 laptop, says Theo.

A phone.

Price, not agree. More Fry says, oh man, they're going to sell 5 billion of these things. Yeah, this is, this feels like more of a no-brainer for kids than an iPad for some reason. I don't know if I'm just like old school and I'm like, if it has a keyboard, it's more—

iPads with kids just have really bad aesthetics.

It does.

Kids with an iPad just zoning out, right?

You get them a keyboard, they're locked in.

But you get them there.

I think there's something here.

You're like, are they day trading?

Yeah, they're doing something. I think there's something about, you know, typing on a keyboard that does lend itself to more creation and less consumption. Like the iPad is a media consumption device. That's where most people use it for. Throw on Netflix, play a game, do something there. There aren't that many people that are power users, but as soon as you get the keyboard, you're ready to type, you're ready to, you're ready to work. Hilarious chart from Andreessen Horowitz. Apple on CapEx. Nah, we're good. They looked at the standard Standardized quarterly capital expenditure for Amazon, Microsoft, Alphabet, Meta, and Apple. All of the 4 companies that are working on AI, Amazon obviously through AWS and Anthropic, Microsoft through OpenAI, Alphabet through Gemini, and Meta through MSL, they are all absolutely off to the races going to the moon on CapEx. And Apple is down 19% since 2015. Very, very funny. And it's just interesting that Apple has been so unaffected by AI costs, not just on The CapEx side, which is where every hyperscaler sort of had to say, yep, you know what? Our business is fundamentally different now. We are not the high margin cash flow generating business. We're gonna draw down on that cash. We might be taking on some debt. Like this is a big different financial model. It's a very different financial model from years past and buckle up, you're coming with us shareholders. And the stocks have done well because a lot of shareholders have believed in the goal, believed in the value of AI, believed in the value of building compute infrastructure broadly. And they've been rewarded for it in most cases. But Apple's just sort of sat that out and said, hey, we're not, we're not going to train a foundation model. We're not going to build a whole bunch of compute infrastructure.

We're going to serve Gemini.

We're going to serve Gemini and we'll pay them, what, $1 billion a year or something like that?

Yeah. It's like, yeah, I mean, this, this year will be really interesting. It'll be fascinating to see what the new Siri actually looks like, what it can really do. We'll start to see that, I think, in Q2.

Yes.

And then separately, we're expecting new devices from OpenAI, right?

Oh yeah.

Teasing the Puck, Lime, whatever you want to call it.

Yeah.

It'll be interesting to see if they can kind of break the AI hardware curse that I feel like is—

Well, I wanted to think about that because I wonder if the story's over for some of those like cursed bad launches product. Like we saw Friend, apparently has found a little niche, very controversial, but Humane has sold to HP. It seems like they're not working on that product anymore. The pin, the AI pin, but the Rabbit R1, I think his name is Jesse. You know, that product, there's, there's something there where with enough iterations, I feel like that might sell well. There's still these niche applications that I think you could potentially, if you have a hardware team, you have the ability to sell something. It wasn't polished. The AI wasn't good enough. Well, the AI got better. You still have the supply chain. Maybe there's a way to cut through, but it probably needs to be a little bit more niche. Yeah, like everyone's going to have one. Tyler, what do you think about hardware in the age of AI?

I mean, I think the Mac Mini is like a good example of like AI hardware, right?

Yeah. No, that's a great example. I wonder what, like how exposed the Gemini APIs will be in iOS, because if you, if you fully expose like GeminiKit, like, you know, in iOS, just like you can call like a weather API or Maps API, like Uber exists because there was like a, there was like a GPS API that you could just call within an iOS application with a couple lines of code and you didn't have to like figure out where the user was because the iPhone just told you that as long as you clicked like, yeah, share my location with Uber. If you now get an app that has not just Apple's local LLMs that are sort of, you know, mediocre, but it can go and call Gemini and do a whole bunch of crazy stuff. You start running into like, will someone build an OpenClaw app or something? Like how much of Apple's AI strategy will wind up being vended into the third-party ecosystem, which has served them so well for so long. They've sort of turned their back on it. They locked down Apple Vision Pro a little bit more. There was a there was way less uptake there. And there's a ton of risk because if I develop like a free iOS app that then incurs like a ton of Gemini tokens and a ton of charges, how do those get passed through? Is Apple just biting the bullet on it? But there's something interesting there where turning app developers loose to build software that takes advantage not just of local LLM capabilities, but Gemini under the hood. And sort of wrap it up in a neat bow that is, you know, available to the consumer. Could be very cool. The big question that I had. So Apple's unaffected by CapEx costs, but they've also with this release been unaffected by memory costs and the RAMmageddon. I get the strategy of Apple saying, look, we're good with Google handling the AI inference stuff. They have GCP, they have the TPU, they got Demis who's got a book written about him by Sebastian Malaby. DeepMind is great. We're working with them. CapEx unaffected. I understand that. How are they not affected by memory prices? RAMageddon has come for us all. Apple always overcharges for RAM. If you went to build a computer or a phone or laptop or iPad equivalent, you just went to retail, getting an extra 128 gigs of memory or a slight memory upgrade might cost you $30. In the Apple ecosystem, that's like $200. So Apple has built in this, this pricing buffer for a very, very long time. Many companies are dealing with RAMageddon this year and some stats that are interesting. DRAM prices rose 172% throughout 2025. DDR5 spot prices have quadrupled since September of 2025. TrendForce expects PC DRAM to roughly double in price just in Q1 of 2026 with LPDDR pricing seeing the steepest increases in history. So every wafer that's allocated to an HBM stack, a high bandwidth memory stack for an NVIDIA GPU, is literally a wafer denied to the LPDDR5X module of a mid-range smartphone or consumer laptop SSD. So they are truly commodities. There's only so many of them and they can only go to one place or the other. Apparently OpenAI's Stargate initiative alone could consume up to 40% of global DRAM output as it stands today. And this is the problem because there's only 3 major companies in the memory category. It's Samsung, SK Hynix, and Micron. Together, they control 95% of the global DRAM production.

Remember, Micron has been trying to build a new facility in New York.

Yes.

And 6 people basically blocked it. The rumor is that it's like foreign funding.

Oh, interesting.

Actually trying to hold Micron up.

I mean, Micron has been very— they've been a huge beneficiary of margins and higher prices, so much so that they've They've actually reallocated all of their capacity to AI and they pulled out of their consumer brand, which is called Crucial. So if you ever tried to build a gaming PC, you probably found Crucial Ballistics, which was like this very aggressively X Games branded, like PC gamer DDR memory.

It's like the Monster Energy of RAM.

Exactly. Couldn't have said it better myself. No, it really is. Gamers will be rising up soon with Monster Energies in hand to to take the RAM by force if they need to. I already see memes about this all the time. I see these like the worst AI slop video you've ever seen, just absolute junk. And then the caption will be like, so this is why I can't afford RAM, you know, or this is why RAM is $800 a stick or whatever. And then on the flip side, people will say, you know, occasionally there'll be a good AI slop video and people will be like, okay, it's worth paying $800 for RAM because this is so good, right?

It goes both ways.

It goes both ways. Clearly, people are feeling the, the pinch, but Apple fans will be sitting out the fight thanks to a few key moves from Apple that help them avoid disaster this year. So one, Apple has long-term supply agreements that allow them to secure memory 12 to 24 months in advance. They also benefit from vertical integration and custom silicon. So instead of buying consumer-grade commodity DRAM modules that you see go into either gaming PCs or Nvidia GPUs, for example, they negotiate multi-year contracts directly with Samsung and SK Hynix for custom LPDDR packages that meet Apple's exact specifications. And so I—

yeah, so this is like RAM's always been cyclical.

Yep.

And so it makes a lot of sense for Apple to say basically like lock up pricing. Samsung's locking up the demand. They— I don't even think Samsung would have predicted this level of demand even 3, 4 years ago. Otherwise they may not have priced it in the way that they did.

Of course.

The other thing that maybe you get to is—

And Samsung's still making their default margin. They're just like, the opportunity cost is so high, we could reallocate.

The other thing is, is they probably have so much margin in the upsell that they could have some margin compression and still be OK.

So Apple at various times has had over $100 billion in cash. They currently have over $66 billion in cash. Like, they can take the hit there. They can also just take a hit to their margins.

Every AI lab looking at that cash being like, Tim, I could really put that to use.

Yeah, they're the only hyperscaler that hasn't really shelled out to the tune of $10, $20, $30 billion into one of the frontier labs. My takeaway is like, this is an incredible testament to the operational prowess of Apple to pull this off at this scale. The Sony PlayStation 6 is allegedly going to be delayed until 2028 or 2029 because of rising memory costs. They're going to wait it out because there are 3 players. It's not just TSMC in this case. It does feel like there'll be more pricing competition and, and there's more of a race to build capacity. Whereas at TSMC, if they don't build the next fab, they can just continually raise prices and increase margins once the next contracts go up for renewal. Whereas if Samsung has a bunch of capacity and Micron doesn't, like Samsung wins. And so there's more of this game theoretic, like they got to— they have to build. Kyle Harrison says that, quote, we ran the math. OpenAI is buying 3 to 4 times more memory than it could possibly need in the short term. The most charitable explanation is aggressive forward positioning. The less charitable one is that they're cornering the supply to kill on-device AI before it starts. Well, if the on-device AI happens on Apple products, that doesn't seem like that real of a scenario. But it is, it is an interesting thesis. Across the frontier labs, everyone is just very AGI-pilled. They're seeing the increase in capabilities, but also the, these sort of like stacked exponentials. When you went from LLMs to reasoning, the number of tokens, the number of compute required just to get a single answer went like, you know, 10x all of a sudden. And then we saw the same thing with coding agents where these long-running tasks are squaring the amount of compute. And so you just keep stacking these things on and you just get more and more compute demand, but you get more, more economic output. So it winds up being all worth it. When will Apple release the iPhone 18? Kalsi has before October at 35%. 25%, before 2027 at 34%. What is the chance that they don't release it this year? That would be probably zero. And I think it is, it is zero.

So TSMC submitted a new semiconductor fab construction plan for the Southern Taiwan Science Park last week. The site is located on Tainan's Anding District adjacent to the F18 fab and covers 15.46 hectares.

They're doing more 2-nanometer production, the leading edge, with 8 hectares allocated for the production area and 1 hectare for administrative facilities. The project is expected for completion and production start in 2028, says Semi Analysis.

So more importantly, Wendy's US president posts new video amid burger battle with McDonald's and Burger King.

Let's see.

Let's, let's watch. Let's rate it. I like the way that he's holding it, you know?

Okay. Seems normal. Yeah. Wonderful.

Kind of.

That's a burger. This is good.

I like talking. This is talking about food in his mouth. Okay.

Yeah.

Going, going, going back for a second.

You got to top it off with fries.

He's saying burger. He's not saying product.

Product. What did he do at the end there?

He amazing.

He dips a French fry in the Frosty. Whoa. Okay.

Okay. Doesn't call it a product. No hesitation. Talking with the food in his mouth.

Yeah, yeah. That's bold. That's bold.

I'm giving this an 8 out of 10.

If you scroll down, I like Colonel Sanders after seeing this. Just know.

Yeah. Also, also the way he kind of puts the fry in and quickly, you know, kind of pulls, pulls the hand back. It's got style points, dude.

Here's a good job. If you're looking for a gig that will bring home the bacon, apply for the job of CEO at McDonald's. Apparently the guy makes $18 million a year. It is funny that there's just like one after another of CEOs. This is probably good for all of them. I don't know. I want no jump cuts. Somebody should have seen— somebody should be seen swallowing the food. Oh, okay. People are analyzing.

That's somewhat, somewhat fair.

Analyzing the details.

Altman defended OpenAI's Defense Department contract in an all-hands yesterday, calling the backlash, quote, really painful. This was an example of a complex but the right decision with extremely difficult brand consequences and very negative PR for us in the short term, he told staff. I still stand by that. Given, given the events that have transpired in the world since last week, being there to like meet, meet the government.

Yeah.

Feels like being on, on the right path.

It was just— yeah, it was just odd that Google strategy was to not say anything. Do nothing, win, basically, I would think. Or do nothing, don't go up or down. Like, Gemini just—

But I don't think Gemini is involved in this contract. It's Groq.

It's Groq?

Groq was the other one that came in with the same terms.

So Gemini doesn't have any relationship with the Department of War? I think they do. I thought that there was an investment.

I might be— they might. I just don't think they were involved in this contract negotiation.

OpenAI announced its Defense Department deal on Friday, hours after Defense Secretary Pete Haig designated rival Anthropic a supply chain risk. There's still a question as to whether or not that's going to go through. So Calshee has it at a 42.8% chance and it hasn't really moved. I mean, I have to imagine that at this point both the Department of War and Anthropic are talking to each other. Do you have more information?

Yeah, Gemini does have deals with—

they do—

the DOD. Yeah, so there was the $200 million one that was in July. Yeah, that was— Anthropic was also in that one.

Yeah.

And then they did— there was the recent like genai.mil, but they're like involved in that too.

Yeah. But I am— what I'm so shocked by is how does AWS have an advantage in 2026 on FedRAMP and like federal classified network? But I don't know, I guess AWS does have like a material advantage there still.

Scott Bessant went on CNBC this morning and said no private company will ever dictate the terms of our national security. Anthropic's attempts to push to push use clauses into their contracts with the United States government are unacceptable and their products will no longer be utilized by the US Treasury or any other government agency. So doubling down there. There was also a story in Semaphore this morning from Reid. Anthropic's investors don't have its back in its fight with the Pentagon.

This is very interesting.

Anthropic may be standing its ground against the Pentagon, but the AI powerhouse is doing so with a noticeably quiet quarter. Its own high-profile backers, despite the company's defiance, Silicon Valley's biggest players have remained silent. In a recent meeting between Amazon CEO Andy Jassy and Pete Hegseth, the issue of Anthropic came up, according to two people. Amazon has invested billions in the startup, a crucial part of Amazon's custom chip strategy, as the largest consumer of the company's Trainium AI chips. And Hegseth has been threatening to designate Anthropic a supply chain risk, which would make it impossible for many of the military suppliers to do business with the company. Jassy demurred, declining to take Anthropic's side, the people said. He wasn't alone. Despite Anthropic CEO Dario Amadei's very vocal opposition to the Pentagon's demands and rival OpenAI's Sam Altman's running commentary on the matter, a number of Anthropic investors have remained silent. One investor told Semaphore that speaking up might further inflame things with the admin and that they were still holding out hope the issue could be resolved. Another said that Anthropic requested they say nothing. Anthropic and Amazon declined to comment.

Most important thing here is that we get Pete Hagseth on Twitch. Amazon, Andy Jassy is sitting down with Pete Hegseth. Hegseth likes Twitter. He likes X. Get him livestreaming those press conferences. Put them on Twitch. That's the goal here.

Go direct.

We got to talk about this. Me and Tyler were talking about just the general, like, AI safety discourse on both sides always ends with people just saying, like, we got to talk about this.

No one has any answer, you know, We got to figure this out, guys.

We all got to talk.

We got to talk to each other.

Yeah, yeah. No one's like, no one's like, I have a clear plan. You might disagree with me, but this is my plan and this is what we're going to do. And here are the steps. And like, I think this gets us the good, the good outcome. Everyone's, everyone's just like, I don't know. It's very, very weird. It just from a comms perspective, it's very—

I mean, I feel like that's how decisions get made in companies. Like if, if a decision is really obvious, you can handle it over text.

Yeah.

If you, if it's not, it's like, let's Let's discuss live.

Anyway, my portfolio every day at the opening bell looks like D-Day, says Hooman. This is an absolute disaster. It really is so crazy. I was trying to explain yesterday to a friend how the market— I was like, you're probably getting destroyed, right? And he was like, yeah, it's terrible. And I was like, well—

Is this your retail investor friend?

Yes. It might shock you to learn that the market overall is flat. It's an absolute tail. Korean stocks are crashing. The KOSPI index, the Korea Stock Exchange, is down 10%. Korean stocks are crashing, says Joe Weisenthal. The South Korean stock market fell over 8% and triggered a circuit breaker. Jim Cramer said beware of South Korean spillover to our markets. WDC, STX, SNDK, MU, all still vulnerable. So there's lots of companies that are at risk.

Sudo says developers are cooked. I vibe-coded a worse version of an existing product in 4 weeks with serious security flaws.

Yeah, it's a wild time. Be careful out there. There's new data on serious, serious traffic declines across tech publications. This is from Danny Crichton. Says no discussion of tech media can get past this basic traffic Fact: in the AI world, Google and social no longer refer traffic, which means the vast majority of readers just never find you in the first place. This is, of course, a reaction to Trey Stephens' proposal that maybe that he should buy Wired, and it's unclear if he's just having fun, but there's been, there's been a, there's been a call from the tech community like, bring back the Wired we read in the magazines as a kid. You know, it used to be so techno-optimistic. Now it's this hypercritical, maybe semi-political outlet. But what Danny is pointing to is that these publications have, have seen just in the last 2 years since 2024, traffic declines of between 30% and 97% for digital trends. The interesting one there, I think it was of course Wired in November of 2024. Wired was putting up 7 million 7.7 million views in traffic. Now it's down at 2.9.

I wonder how much of this is due to AI overviews and, you know, Google search results now are more ads, more paid links than organic links.

There's a lot of that. Most searches. There's a lot of—

But I think the bigger issue is—

Something happens, it gets screenshotted and shared on X.

Yeah, the screenshot. There's 100, for each one of these publications, there's 100 or 1,000 people that will take whatever news and reconstitute it and just make it more socially native. So I would imagine that the stories these companies are telling are getting a similar amount of impressions overall. It's just not happening.

Potentially more because a lot of the stories that they write about, at least the ones that do scoops, are more interesting than ever.

We're not seeing a decline in VC podcast viewership.

That's true.

That's true. There are a number of VC podcasts that are racking up a million views for interviews with Series A or Series B founders. Very, very impressive numbers.

There are some allegations. A lot of people think that technology is niche, some Series A founder that you haven't heard on, they can't attract a million people to sit down and watch them on Zoom. Talk about their business for an hour. But apparently they can. And many venture capital firms have showed us that it's possible. You do have to pay the people to watch and the views might be a little low quality, but if you pay the viewers—

And people won't comment.

If you pay, yeah, they won't comment. That's an extra bill you got to pay. And it's very unclear why they aren't buying comments because if you're buying the views, just buy the comments too.

No, no, no. The reason is that they are running paid traffic on Meta at their own YouTube videos.

Oh, is that what's going on?

That is actually how they're getting the views. The Meta ads as of a couple of days ago were public. You could see them. They're just like, oh, if you're on Instagram, you'll get an ad for a podcast. And then people—

that was, that was on Meta because, and Google, because you can actually just run ads for your content on YouTube and then you get people who are in YouTube to click on that content. Now, are they less likely to comment? Absolutely. Like the example on the right is Dwarkash. He got a million views. And it had 4,700 comments. What else?

Kyle Corbett says is highlighting some news. The New York legislature is rapidly pushing through a 2025 bill that would prohibit LLMs from providing substantive legal analysis or advice in New York. And it seems that LLMs could still provide substantive help to lawyers under this bill as written. Yeah. Consumers, however, would be stuck with the chatbot refusing to answer their legal questions. So Again, this just seems bad. The entire point of LLMs and AI is to give intelligence to anyone, right? Like the fact that an individual can get the equivalent of 5 hours of legal work in a single prompt by like uploading a contract is very good for consumers. I don't even know how bad it'll be for lawyers, especially given that at least right now, even if I could generate entire legal docs, I still want lawyer to, you know, play a part in it. Again, Kyle Corbett says, I sold my company last year. GPT-5 Pro was at least as valuable in that negotiation as our attorneys who billed us $450,000.

Things that were not on my bingo card: 1, Anthropic marked as a US supply chain risk by the government, same as Huawei. Again, that hasn't actually happened, but it's predicted. 2, Claude going viral across non-tech people as a result, number 1 on the App Store. 3, mass ChatGPT cancellations thanks to OpenAI becoming the government AI supplier. And Prime Agent says, then they will release 5.4. Everyone will say AGI and forget all about the last week and this week. That's why it's so fun to cover AI, because everything changes every 2 weeks.

Julian Weisser interviewed a founder named Ben Serra. He's building a company called Pulsia. They've gotten to $1.5 million of ARR in 2 weeks with zero human teammates. Very, very cool progress. But Zareem says, why is the company named AI Slop backwards?

Is that intentional? Is that a nod or did they just get lucky?

I think it's maybe a happy accident.

That's so funny.

Donald Trump is at a roundtable, I believe, on the data center buildout. And Donald Trump, according to Mike Isaac, wistfully at the tech roundtable speaking about OpenAI's Brad Lightfoot. Lightcap. Brad, so young. Look at how young.

Oh, that's so funny. Brad Lightcap does look very youthful. He has aged very, very, very youthful. Businessman, also an absolute dog who's been on a generational run and done fantastic things throughout his career. That's a total like record scratch freeze frame. Yep, that's me. Here's how I wound up at a White House roundtable. With the president of the United States saying, so young, look at how young.

Thanks, Mike, for a good place to close out the show. Brian Johnson walked at a fashion show at Paris Fashion Week. A Capital says, from immortal to runway. The only thing is it kind of looks like a futuristic funeral.

He's looking jacked. That is true. He is looking very strong. This is some mass surveillance going on. They're surveilling his mass.

We hope you have a wonderful, wonderful evening. We'll be back. We'll be back tomorrow for a big show.

Goodbye.