AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN

How many days till Christmas? TBN's Road to Christmas started weeks ago. We got 94 days until Christmas.

Double digits.

We're so close. Every day, one day closer to Christmas. So get excited, start shopping for presents, start picking out that Christmas tree. How was your weekend?

It was— couldn't have been better.

Yeah, it was good. We were off on Friday. We went to Boston and back basically the same day. It was sort of a brutal flight back and forth, a little tired.

That's terrific.

But I got completely one-shotted by the new AI video model, SeaDance 2.5. Gone are the days of face swaps. I remember when DreamBooth, this paper came out from Google, and it allowed you to very realistically swap your face into a photo. Now, this is something you can just do with a single prompt today, but back then you had to go and take 10 or 20 different photos of yourself at different angles, different lighting, usually just dug through camera roll, got them. Then you had to feed that into like a Python script that was either hosted on Colab. And then the Colab thing was weird because it was a luck of the draw what GPU you got. So you would like sign up and create an instance. And then sometimes it would just be like, you got a 1080 Ti. And you'd be like, bah, like I can't do what I need to do because I need a lot of memory to do a particular thing. And then sometimes it would be like, you got an A100, brother, like lock in. Like it was just random provisioning. And people would be like so excited when they got one or the other. But there was this musician who was like a guitarist who implemented the paper and then basically distilled it down and figured out how to run. This is a crazy thing, but this guy who's just like a hobbyist machine learning engineer figured out how to get DreamBooth running on like basically commodity gaming hardware. So then you could go and you could take your face, fine-tune it, and then be able to generate new photos in the style of whatever. It was all built on that open source one, not Midjourney. The other image generator, Amadma Stock, was Stable Diffusion. It was like Stable Diffusion as the base and then this DreamBooth thing on top. And it was super cool because if you actually went through, if you jumped through all those hoops, you basically had access to the Magic Avatar thing like 3 months before everyone else. And you could like send one to a friend and be like, God, this is cool. And then it was just completely commodified. It became an app and then it just became available in every chat app very shortly after. But the AI video's been moving a lot slower. It's very compute intensive obviously since OpenAI had to shut down Sora and it just feels like none of the major American labs are as focused on this. So I got completely addicted to this, had a lot of fun doing it. I'll walk through everything that we did. You no longer need to go get a different app or sign up for anything. You can, like, I was just texting with Codex remotely. I had a PC that was running this, and then I would just be like— I didn't even say take this video. I would just say like, go find some videos and put Jordi in them, and it would just do that. And I didn't even have to like upload photos of you. I would just say like, go find some reference photography for Jordi across the internet, and it would just—

And so far it seems to have made a lot of sense not to focus on video, given that Codex and Claude can connect into all these other tools and models and just give you what you want as a user without incurring any of the cost of focusing to make great models or the actual cost of serving them and having to allocate GPUs.

Yeah, I think people will be having fun. Oh, speaking of Codex, let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents, whether you're writing code, analyzing data, creating content, creating some of the videos I will show you shortly, or automating business workflows. Codex helps you move projects forward from start to finish. So the latest turn of AI video models, like they're really, really good. Not just for the high fidelity stuff, which we'll show you some of, but even going back to like '90s VHS footage, it can edit anything and it doesn't look weird 90% of the time. Uh, SeaDance 2.5, the, the big update here is that it replaces the whole person, the whole object, as opposed to just a face swap. It just hits way harder. You'll see. Uh, and it matches all the subtle details of the footage. So things integrate really nicely. Dylan Patel posted a video of him as Drake in this cheetah print video over the weekend. And I think a lot of people fell for this.

It tricked everyone.

I think it tricked a lot of people because it's super high fidelity. Let's play Semi Analysis's latest post on X. Dylan Patel as Drake. And what's interesting about this is the video model is really good. But also this Drake video came out a day ago. And so it's not— it hasn't saturated the internet like a lot of people.

A lot of people hadn't seen it.

This is the first that I saw this video before I saw the actual Drake music video. And of course, the choreography is Fantastic in the underlying video, and that drives the motion. He's using AI. He's using CDance 2.5. Higgsfield wrapped CDance 2.5 in a model that's sort of a harness that sort of makes this a little bit easier. You can use that via the API. It's also available on Fall, and there's a couple other ways to interface with it. But it's interesting because it's highly compute-intensive. China's obviously way behind on compute. So, What's going on with the strategy? But before we get to that, it's really fun. So we got to play some of the more videos that we made. So I had Codex finding famous or funny videos to use as base clips. I would just say I started with the rap videos, did a couple of those. I think there's one maybe in the timeline.

Yeah, Noah in the X chat says no headphones, obviously fake.

Oh, true. Yeah, yeah, yeah. That's a good point. Yeah, this one, because I saw this originally with Elon Musk and Sam Altman rapping and I think we might mute it just because of swearing. But what's interesting here is that it does a pretty good job of getting us, but there's moments when I sort of blend into Elon Musk, which is funny because it's not like it's originally an Elon video, but clearly the underlying video that was driving the AI model was the Elon and Sam version. And then our heights kind of changed. Like I look a little bit more like Elon there, but also then I was able to just say like, okay, go, make a bunch of tech videos. Like, just find iconic videos from tech. And it did it. And it found, like, Sweet Baby Ray's. I didn't tell it to go get that video, but it just did it, which was very cool. Some of them came out really well. Some of them didn't do too well. The one that I liked, I think, the most—

And it's a funny dynamic that we noticed where when you're looking at an AI video of yourself, you're thinking, that doesn't look like me. And then when other people look— watch it, they're like, wow, that looks exactly like Jordi.

Yeah. So let's watch Jordi introduce the MacBook Air as Steve Jobs. I don't think— actually, Apple kind of bans everything. So we'll see. We'll see if this one gets flagged, but we might be, we might be cooked on this, on this particular one.

But let's play it.

I said video is solved.

Roll the dice.

The post is— yeah, let's roll the dice on this one. Boom. So it didn't change the voice. So you still hear Steve Jobs's voice, which is also funny about the Dylan Patel thing because it's Drake's voice. So it's like, what did they think happened? He's like lip syncing to it or something. That didn't make any sense. But what's really cool about this is that it changes Jordi, the small Jordi and the big Jordi. It changes both of them in the same frame. And then even there, you only see a little bit of Steve Jobs' mouth and it was able to change that to Jordi. So it can represent what's going on outside of the frame. And historically, that's been very difficult for AI models. They want the face in the center of the frame. They want to be able to crop it and think reasonably, reasonably about it. But it did a good job there. Jordi as Jensen taking the GPUs out of the oven.

Added some mass for this one.

Yeah, it's very funny when you, when you use a different person with a different stature, different musculature. Very funny clip. Iconic when Jensen announced— was this the H100 announcement? The A100 announcement?

The audio.

It was pretty early, but this is still such a funny gag that Jensen actually did this. I love it. He's really grunting. I mean, that's a heavy rack. It's the world's largest graphics card. Such a funny bit that he just did this in the kitchen. It's so good. I got something I got to show you. Jensen's such a master performer. We saw that on stage at Salesforce Agentforce. last, last week. Funny. The key to .NET, the key to industry transformation, the key to success is developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers. It really got like the level of sweat on your face. Pretty correct, but the face is jumping around. Not not quite not quite dialed. I think you'll have to perform that one IRL. Some productions will use this where it helps in urgent scenarios. I think some of the stuff is already actually being used in Hollywood, specifically for reshoots. About ten years ago, Henry Cavill was in was was in Superman, and he left Superman. They wrapped production. He went to film Mission Impossible. In Mission: Impossible, he has a mustache. So he grew out a real mustache, was filming Mission: Impossible, and they were like, we didn't get the shot for Superman. You gotta come back and film another scene as Superman. And he was like, I can't shave my mustache. And they were like, okay, we'll fix it in post. And in the newsletter, there's a photo here that we can pull up of how it came away because they had to remove and reconstruct his lip and his mouth using 2017 technology. And it was not good. It was very, very rough. Probably very tedious, very expensive.

Isn't a mustache like the easiest thing to apply?

Oh, oh, like fake? Like he should have just shaved it and then put on a fake mustache?

Yeah.

I don't know. I think Mission: Impossible, they wanted the real thing. But the Superman on the right is Henry Cavill with a mustache that has been removed in post. And it was, yeah, widely, widely critiqued by the VFX community. So you can imagine for stuff like that, Uh, this— these tools will creep in very quickly. For most things, it's going to be, okay, well, if you needed someone to drive the video, why don't you just have the actor do that? Maybe for stunts and stuff you'd do it, but for most performances, I think you'll still be doing it the old way, at least for the time being.

What about some of the other more action-oriented?

Yes, so this was a fun one. I had to go and pull Johnny Knoxville and Steve-O clips throughout the Throughout their filmmaking and TV generational run, their yeah, their entire run. Make about twenty of them, and then put it together into a trailer that we can watch now. And I really enjoyed this. We got to do that in the office. I think Tyler was thinking about getting that. This one, this one didn't seem that bad to me, but Nick said this was terrifying, getting in a cactus. I don't know, I've never really been poked by a cactus. The hands on the bikes. I don't know how the guy on the left wins. Of course, a lot of Steve-O in that one. A lot of Steve-O here too. But I think these work so well because a lot of the underlying footage looks like AI. It looks like this.

The prompts.

This looks like an AI prompt, like, like drive a jet ski in a pool in a luxury house. You know, this looks like—

This is real though. This is real. We actually shot this.

Yeah, this is real. No, the only thing that's different about this is the suits. We replaced the characters, but the underlying footage is all real from Johnny Knoxville and crew. The fire hose rodeo. This one, that looks fun. Just dying laughing.

The old alligator in the house.

Like that, the old alligator in the house trick. I think they chilled that guy down so he was real slow. And then the bull run. But a very impressive demo because it's able to replace multiple people and do it very consistently, even through like some really aggressive motion. So I thought that was pretty cool. So the whole pipeline here was I was running Codex on my PC, interacting with that from my phone, the ChatGPT app. And then I had Codex go and generate reference images with just ChatGPT images because it's pretty good at that. And then use those to swap through SeaDance, which was actually rendered via Higgsfield. Higgsfield, amazing in terms of just delivering the assets like as an API. Extremely confusing as a product because they basically have 2 ways to give them money. You can load up API credits and then you can like buy a plan. And so at one point I ran out of API credits and it was like time to upgrade to the plan. And I was like, okay, cool. I'm having a good time. I'll do more of this. Click the button. I'm like, okay, yeah, you loaded up a couple hundred bucks in here with like the ultimate plan or whatever. And then it's like, those credits are not available in the API. And I was like, great, thanks. And then it was like, okay, time to add some credits to your plan. I was like, okay, this is what I need to do. I add credits to the plan. It's like, those credits are on your plan. Those aren't API credits. Those are plan credits. And so I have like so much random money stuck in various pieces of Haysfield.

Well, and I think that's been a massive complaint. Haysfield has faced a bunch of, I think, various allegations over the last year around just like—

I mean, the website looks like a gambling company. It'll be like countdown 10 minutes to claim 75% discount on your next credit. It's like, it's totally optimized for like brain rot as you go through the flow being like, oh, buy, you gotta buy a manual.

Yeah. I, I had seen stuff of like not being able to actually cancel your plan. So now that you have a plan that you can't use for anything, it's over for you.

It's over for me.

It's over for you. You're a customer for life.

My questions about SeaDance 2.5, I was like, how is China winning? They have 1/5 the compute, 1/3 the compute.

No rules.

Is it that simple? And then also, why aren't they open sourcing it? They love open sourcing everything. They're like, we love open sourcing except when we're on the frontier.

Yeah, good point.

And there's a weird dynamic there. So first off, did some digging, got some answers. Let's dig into it. At a high level, intellectual property rules are somewhat flexible over there. That's true. But the models are insanely compute intensive. Like it is, even if you're like, I don't care about, Hollywood IP, come sue me in China. Good luck. There's still a finite amount of compute. And so why aren't you on the RSI trajectory? Why aren't you working on coding models? Like, why don't you just take that compute and put it on the next GLM run or the next KIMI run? Right. Well, there are reasons for that. First is that ByteDance has a more natural flywheel here than the leaders in America. So Anthropic and OpenAI, do not have good surfaces to deliver video, AI or not video. Like OpenAI tried with Sora, got a decent amount of people to use it, but it's— but it was not the obvious flywheel that ByteDance has. And so over in China, ByteDance is a, is a big company leading, and they have TikTok, Douyin, CapCut, ads, e-commerce recommendation systems, tons of immediate benefits to the core business without needing to pull together a new demand surface for video. This sort of exists in America with Meta and Google/YouTube, right? But AI slop is deeply unpopular in America, although debate whether or not this is slop. This is sloppier than some of the videos we showed you. But both companies, DeepMind and MSL, they are on the RSI trajectory. They're focusing on agentic workflows, personal agents, knowledge retrieval, coding, recursive self-improvement, AGI. They are— it feels like they are more AGI pill than ByteDance, which is like, look, we got a good thing going with Douyin and TikTok. We got a lot of video space. Let's dominate there because we have an opportunity. And also like the IP infringement thing is not actually dead to rights. They haven't necessarily been caught in any major way. It's just that When the model comes out, people are like, Tom Cruise, and it's like perfectly Tom Cruise. And so it's like, what's going on here? So some of that could be the outputs and the harness that actually like reviews outputs. There is an argument on fair use for training to include everything, especially when you think about TikTok. So people go to TikTok and they upload clips from movies. Some of those are fair use, some of those are transformational. Like you can actually make a Vibe Reel from from Top Gun that is transformational and passes the fair use test, which is that it's not a replacement. So you're not like, why would I watch Top Gun when I could watch 30 seconds of Top Gun edited like a crazy hyperlapse edit? So it's not competitive in that way. It is transformative, and it provides some commentary layer on top. So that is actually okay. You can use clips from movies if you're commenting on the lighting and you're trying to explain the lighting. All that means is that some of that data goes onto TikTok and lives there forever. And Hollywood can't say anything about that. Same thing with YouTube, same thing with Instagram. There are plenty of film criticism channels that post fairly long clips from movies completely acceptably. And they don't even need to share revenue because it is transformational. It is open. It is fair use. So they have a lot of data to train all this, but they're not open sourcing. They're not doing open weights. They're certainly not open sourcing the training dataset. And it's a little bit of a narrative violation from the default Chinese AI strategy. There are a few reasons for this. First, no one wants to open source when they're in the lead. We've just seen this time and time again. And second, with coding models, open weights are a play to build a Chinese tech stack. And so you open source the coding model, build the developer ecosystem, and then maybe that helps Huawei stay competitive. Maybe that reduces the amount of dominance of the American technology stack. And so there's a little bit of like public incentive to build up the indigenous supply chain that comes from that, less so in video where they are vertically integrated and have everything down to the distribution surface. So in general, If you are a challenger that needs an ecosystem, you want to open up. We saw this with the early Meta stuff. And then if you're an incumbent and you have distribution, you want to close down. So there's some interesting knock-on effects, mainly around a speculative future value of video models and training humanoid robots. Like, China also seems to be doing really well in humanoids. If AI video becomes really important in sim-to-real translation and training these AI training humanoid robots with simulated video, then this could be like part of the bigger picture. But I think that's farther out. I think for the next month, we're just gonna be talking about memes and funny videos. Anyway.

That's right. Meta on a tear. Meta's up 27% this month according to Sheel. Monat almost entirely thanks to Muse. This makes sense, right?

Is that almost entirely thanks to Muse? I mean, the semi-analysis—

Basically, when you have a company that's spending hundreds of billions of dollars on something without much to show for it and and you have something to show for it, then the market's gonna react positively.

Yeah.

They're gonna— they're saying, so you're saying there's a fighting chance here.

Totally, totally.

And the feedback on the product is incredible. There's a lot of investors that have tried it and they're like, hey, this is a good product.

And interestingly, like they are in the lead in a subcategory where they have never been the lead before. Like Google had Nano Banana, which like there was a moment where it was like, oh, Nano Banana is the best. Obviously Anthropic had best coding models for a while. Like Crowns have changed, but Meta has never really held the best model in knowledge retrieval or when they did Vibes, that was not the best version of that. But this is at this moment in time, the best version of what they have. And it's building off of a model that's not on the frontier, but able to deliver an experience that puts them in first place for this subcategory, which is exciting.

And can immediately be incredibly integrated across everything else that they do. Shopping, messaging, all these different things. Shopify and Muse announced a partnership this morning, counterpositioning a little bit against Amazon. Amazon came down with the banhammer. Buco Capital says Amazon cuts off Muse. While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that's about to occur. Nobody wants to get commoditized or layered here. Let the games begin. Amazon says it has cut off Meta's new Muse personal AI agent from shopping on Amazon.com on behalf of customers after attempting unsuccessfully to get the Facebook parent company to voluntarily exclude the e-commerce site from the experience. The problem, Amazon says, is that it never agreed to any of it. Meta didn't tell Amazon that Muse would access its store.

Mm-hmm.

The agent itself doesn't identify itself when it browses, and it appears to capture and store customer credentials, which the company says create privacy and security risks. As of Sunday night, people trying to use Muse to shop on Amazon were seeing the popup, continued access by an unauthorized AI agent. Violates Amazon's conditions of use to which our customers have agreed.

Interesting. I wonder how Walmart will respond.

I think Walmart had always been more friendly with chat apps, specifically ChatGPT, and that's the kind of thing that you do when you're not when when you're not the leader in the space. You're more willing to experiment.

I think they wound up rolling their own. I think they have Sparky and Amazon has Rufus, and so there's two dog. named AI agents that do the shopping. And then most recently—

Tyler's been dailying Rufus, by the way.

Yeah, just for everything?

For everything.

Just psychology.

Yeah, getting close to solving another millennium.

Yeah, yeah, yeah.

Rufus, underrated.

Yeah, I know Amazon wound up finding sort of an equilibrium with OpenAI by plugging in their ad network into ChatGPT instead of letting ChatGPT like check out. This is the whole Eric Sufer, agent of commerce, is a mirage. Instead, Amazon is vending in their ads. So ChatGPT brings the data and says, okay, this person's looking for this thing. Do you want to buy an ad on it? And so there's the transaction value. But I don't know how it's going to play out.

Yeah, I saw a couple seemingly smart investors say that, that are using Muse and excited about it say, why is Amazon banning Muse? This is so short-sighted. And then I actually saw in 2 instances they deleted because Of course, they immediately were getting comments about Amazon's ad business, which is obviously what they're looking to protect. You can't serve ads to Muse agents or Instinct or Chat or any of these other things. And Amazon's ad business is actually dramatically bigger than both Anthropic and OpenAI.

Oh, just last 12 months.

Yeah. So they've done $76 billion in the last 12 months through Q2 of 2026. So obviously they're going to protect this. Obviously they're going to protect this. I think consumers would love to be able to check out with other services. It is pretty gnarly to navigate Amazon.com, as amazing as the service is overall. Gnarly.

Describing a UX experience as gnarly.

No, it's—

Just being a UX researcher at Amazon, they're calling it gnarly.

It is fairly gnarly.

Yeah, yeah, yeah.

The knife fight already took place. It ended a year ago when I wrote the First entry in my Agentic Commerce is a Mirage series. Amazon began blocking agents last July. It's currently suing Perplexity over autonomous shopping with Comet. Amazon won't capitulate. It doesn't have to. Alexa for shopping, Rufus, generated $12 billion in incremental revenue. Every time I hear Rufus or Sparky, Walmart Sparky has generated similarly significant commercial traction for the company. Agentic commerce is already a reality, but it takes place on site, not through independent agents. ChatGPT launched ads in February 2026 and shortly thereafter shuttered instant checkout. The affiliate model is economically suboptimal relative to advertising. Yeah, ChatGPT has already demonstrated that.

Yep. Advertising is the dominant business model. Yeah, it'll be interesting. I mean, when the OpenCLAW stuff came out, I was like, it feels like Napster. It feels like the Napster moment. Like, yeah, you can go check out on an e-commerce website, but like nobody wants you to do that that way. And you're going to have to write some API binding, and then scrape the front end, and then rewrite it every time you go and check out because they're constantly going to be fighting you. And you are sort of playing this game of cat and mouse, which you can play. And for certain e-commerce sites, they're going to be very open to that. Other ones are going to be a huge hassle to deal with.

Yeah, the question is, can agents monetize with advertising? I saw someone, a pretty viral post, somebody frustrated with Instinct. Instinct coming, and they did basically a blast that says, hey, you have a bunch more invites. You can invite a bunch of people. And the user was pretty frustrated with that because they're like, hey, you work for me. Why are you advertising? So even though they're not paying for the product and they're incurring a lot of costs, product's free to them. They're still mad that, that they feel like the agent is doing something that's purely in the agent's benefit.

Sure. Sure. Sure. Yeah. I wonder if we'll live in a world where, you know how ChatGPT has like those recommended agentic actions, if one of those could be sponsored. Like, hey, want me to go shopping for you right now?

Well, yeah, no, and that's important because companies will happily pay for incremental demand. But the issue with agents is if you're saying, go to Amazon and buy this thing, the user already wanted to go to Amazon.

Totally. But if I'm an industry coalition of surfboard wax makers, I might choose to send you a notification when you open up ChatGPT that says like, hey, wanna go surfing? Wanna take it to the next level? Isn't that what happened?

Basically.

You got one, one recommendation.

ChatGPT recommends—

What, what was it?

Various agentic workflows for me.

Yes.

It recommended setting up an agent to give me one realistic next step for my surfing each week.

Yep. That's great. It's like every—

Problem is I know exactly, I know exactly what I need to do.

This isn't actually—

Raj Veer called out something interesting, which is that Threads started freefalling in the charts right as Muse started growing.

Yeah. Today on Instagram, there's a hero story that's a full bleed ad for Muse. So they're pushing it. They're pushing it.

This was interesting from former Meta employee Nikita Beer. Says, how important is AI to Meta? Here's one easy tell. One of the launch features of the Muse app was auto-negotiating for stuff on Facebook Marketplace. The poor product manager who owns Marketplace Knows that millions of bots lowballing sellers will eventually kill the product, but this was escalated to Zuck by the Muse team and he said, okay, we'll poison Marketplace just a little.

Wait, why will that kill the product?

I mean, think about the experience if you tell your bot like, hey, I'm interested in these types of items, go anytime one of them appears, auto-negotiate.

Yeah, but wouldn't someone have a bot on the other side dealing with the negotiation?

You can do the outbound too.

You can go outbound?

Yeah, yeah.

Yes.

Message everyone on Facebook.

Yes, I got a Dodge Hellcat. If you know, you know. I got one pair of keys and I saw you were posting. You liked a post from the Dodge Hellcat community. Would you be interested in purchasing this? I'll need cash.

Don't ask questions.

So Paramount is officially not leaving California. It's been a back and forth. The company going through an acquisition with Warner Bros. Discovery has been duking it out with AG attorneys general in California. The company said Monday that's Paramount said that it has reached a Settlement with the states challenging its $111 billion acquisition of Warner Brothers Discovery, clearing what had become the last major obstacle to the deal. California Attorney General Rob Bonta and a coalition of other states sued Paramount in July, arguing that combining the two companies would give a single entertainment giant too much control over major film studios, cable networks, and other media properties. To resolve the case, Paramount agreed to several conditions. The combined company will create an independent independent board of journalists intended to protect the editorial autonomy of CNN and CBS News, commit to releasing at least 30 movies theatrically each year, and spend an additional $1.5 billion on film production over the next 5 years. Paramount did not agree to more structural changes. They're not selling CNN or divesting one of the movie studios. Once completed, the merger will bring Paramount and Warner Brothers under the same roof, along with Paramount+, HBO Max, CBS, CNN, and franchises and films including Superman, Minecraft, and Sinners. Paramount has argued that the scale is necessary to compete with increasingly powerful technology and streaming companies like Netflix. The settlement also follows months of political pressure surrounding Paramount's future in California. The company had warned that it could move significant production and thousands of jobs out of the state if the acquisition were blocked and had reportedly begun exploring studio space in Nashville. Governor Gavin Newsom publicly warned that losing Paramount would damage California's standing as the center of the entertainment industry. With the lawsuit now headed for resolution. One of the more serious recent threats of a major Hollywood company pulling back from Los Angeles appears to have receded. So this is extremely bad news for everyone that was hoping that the Paramount lot would be converted into a data center in the heart of Los Angeles. A lot of the pro-data center crowd were optimistic about a large-scale data center coming into Los Angeles, using up a lot of the water, a lot of the energy here in Los Angeles. But looks like they're going to be making movies instead.

So, and that's our show, folks.

Thank you so much for tuning in to TVPN. We'll see you tomorrow at 11 AM Pacific. Leave us 5 stars on Apple Podcasts and Spotify. Sign up for our newsletter at tppn.com. Goodbye.