Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN

We are back. We missed you.

2 weeks is a crazy amount of time to be away.

I don't understand how children do this for weeks or months at a time.

It's wild. It's wild.

It's crazy.

There's a lot of video games.

I was sitting there. Yeah, I had somebody this morning say it feels like, uh, it must have gone by so fast. Oh, and I, and I was thinking, no, it absolutely didn't go by fast at all. It felt like, yeah, it felt like 2 months.

Yeah, it did feel like two months.

We manipulated time.

Yeah, but thank you to the Microsoft team, the Activision team. They sent us codes for Modern Warfare Four. My review is in. It's fantastic. I love it. It's a really good game, really polished. And the killboard.

Did you revert back at all?

No. To didn't really have the opportunity. I I was I was joking about full relapse, just gaming from dusk till dawn. But that is in fact.

I had a relapse. Not in the cards these days. Pizza.

Pizza?

I was eating pizza like twice a day at times.

Yeah.

I was eating a lot of pizza.

Yeah.

Surfing a lot.

That's good. Do you think pizza is potentially addictive?

I do.

You think that there could be a settlement?

I do think— I don't think there could.

I think there should be. There should be. I do wonder, like, because cigarettes, it was very— cigarettes were very scientifically proven to be addictive. Like, you can give nicotine to a mouse and it will like go and try and get more nicotine. Like, it's the most cut and dry. You can run the experiment. with any animal.

And I would assume that in the blood, based on my own personal experience, pizza and surfing fall into that same bucket.

Oh, you give a mouse pizza?

Get barreled.

Yeah. If you give a mouse a cookie—

Give a mouse a barrel.

A barrel. He's going to want to throw it with a lime. Yeah, for sure. But it will be interesting to see where the addiction stuff goes because when all this came up, You know, the meta social media addiction.

I was kind of like, give a mouse a scroll.

Like, I understand that people were trying to— I don't know, can you get mice or monkeys addicted to Reels? Maybe.

I'm sure, almost certainly.

You think you could get a monkey addicted to Instagram Reels?

I think 100%.

Well, we gotta try.

I think 100%.

We're gonna find out.

We can't get any monkeys 'cause they're sold out.

No, no, you can get a monkey. You just have to pay top dollar. They're expensive.

Oh, okay.

They're expensive.

Wide demand.

But you can buy one. It did seem like it was a tougher sell because it was not a chemically addictive product. It was more of a psychological thing. There's a benefit to it. There's a free speech element, all very complicated. I was not expecting to see a big settlement when this first came up years ago. I thought it was going to be more nickel and diming, little case-by-case things. But in fact, there has been a huge settlement by Meta 2 days ago, or this was when this was written. This was August 26th. Announced settlements with attorneys general representing 48 states and the District of Columbia and 3 U.S. territories. So there were only 2 states that held back. I believe it's Texas and New Mexico over allegations that Facebook and Instagram harmed children and teens. So this has been boiling up for a while. There were smaller settlements. This is the big one. And so the high-level numbers here, Meta will pay the states $12.7 billion over 10 years, and it could go up to $18 billion if other platforms join the settlement.

It is a big number.

It is a big number. And honestly, if you are a state legislator or you care about having your state funded for a variety of things, this is good news. This is a Seiz Gong moment for the states because they will be getting this money distributed to them, and they can use that to do whatever states do, from education to healthcare. There's a lot of different things that States can do. I know Tyler's pissed because he doesn't like the government getting a dime, but, but it is a Seizgog moment for them.

I did find a video of a chimpanzee hitting reels. If we can pull this up.

Yeah, let's pull this up. Let's pull this up. This is, uh, this is key. This is important. This is definitely more important than—

Oh, okay. Yeah, this looks okay. Maybe, maybe, maybe social media is addictive now that I'm seeing this. This is, uh, Yeah, it might be universal. If it crosses—

wow.

Using it so intuitively.

Yep, yep. I mean, that's just good UI design. Come on, you got to give the UX engineers some credit here. Make it so easy to use that even a monkey could use it. That was the prompt. If it crosses species barriers, I'm much more likely to agree that something could be addictive.

But—

Well, and here especially, he's looking at—

Other monkeys.

Other monkeys.

Oh, okay. That's a little—

I don't know.

Yeah.

No, I know. But an algo feed, it's gonna naturally start serving you a lot of those videos.

Yeah.

Yeah. Makes sense. Anyway, everyone has been drawing analogies to the tobacco industry's master settlement agreement around this because that's the last time there was a huge multi-billion, tens of billions of dollars settlement between a large organization around addiction and a bunch of states. That's what's happened when cigarette companies signed the master settlement agreement, all the companies agreeing to pay all the states, but the structure was a little bit different and there's some nuance there. And so Eric Sufrin over at Mobile Dev Memo, friend of the show. He said Meta settlement is no big tobacco moment. That was his takeaway in Mobile Dev Memo. You should go subscribe because this post is a paid post, but I'll take you through some of the interesting analysis that he put together. I was debating with a lawyer friend of mine about this over the weekend. And, and have some interesting details here. So the headline here is that what Meta is going to pay as a percentage of revenue or what the social media industry will pay as a percentage of revenue relative to what the tobacco industry paid as a percentage of revenue is off by almost an order of magnitude. So let's put them in context here. So he says Meta's settlement is comparatively paltry. A white paper from the USDA using BLS data estimates that the total U.S. consumer expenditure on tobacco products in 1998, when the Master Settlement Agreement was signed, was roughly $57 billion a year. Annualizing the roughly $250 billion in combined tobacco settlement payments over 25 years produces an average of $10 billion per year, is what they've been paying. And so that was equivalent to 17.5% in 1998 domestic expenditure. So you can think about it as like when tobacco got hit with like, you're addictive, what did the government say you got to pay? They asked for 17.5%. Very, very meaningful. Very, very meaningful.

And that's off the top, right?

Yes, yes. This is revenue.

It's not like, hey, you got to give us a percentage of your profits.

Yes. And so it's calculated in a more complicated way. It's not exactly a percentage. It's on a per-pack-sold but it is inflation adjusted. And so there's a whole bunch of other mechanics that really have allowed the Master Settlement Agreement to deliver tens of billions of dollars on an ongoing basis, even while now tobacco sales are slumping, cigarette sales are declining. And so that does create more complex dynamics for the states, but still it's 17.5% of the industry's revenue coming to states as effectively an extra tax on top, which I think a lot of people would agree is good because cigarettes are bad. Right. But what's going on with Meta and social media? So given Meta's full year 2025 US revenue of $75 billion roughly per the company's 10-K, its average annual payment, if they pay the full $18 billion because they're paying that over 10 years, it's $1.8 billion. So what is $1.8 billion of $75 billion? It's 2.4%. So instead of 17.5%—

sorry, where are you getting the $75 billion?

$75 billion was their US revenue last year.

Oh, US, US. Globally, it was like a couple hundred.

Yeah, bigger, bigger. But you have to comp it to domestic because that's where this is taking effect, right? It would be even lower if you look at overall revenue, which is a good point. But you can think about it as tobacco had to pay 17.5% of domestic revenue, social media 2.5% of domestic revenue. So not quite an order of magnitude, but a significant gap, significant gap there. And so It's important to reiterate here, says Eric Seufert over at Mobile Dev Memo, that the MSA payment, the Master Settlement Agreement payment schedule, is inflation adjusted and tracks unit sales. Meta's statement settlement has no such mechanism. So let's say that Meta doubles revenue. Their percentage they'll pay is lower. And then let's say inflation kicks in. They're still going to be paying, you know, this $1.8 billion a year 10 years from now. Could be could be pennies if if hyperinflation happens. Yeah, knows.

Yeah, the only reason it felt somewhat significant from a dollar standpoint is because Meta is just spending so much money on AI.

Right?

Oh, interesting.

You can just imagine Zach being like, "I really wish I could have given that to Jensen." Right?

So I had the opposite. I had the opposite read, which was I saw eighteen billion and I was like, "Ah, that's like you know a month of AI spend for them." And I was like, "Ah, this is not that much money." And then of course it's over. 10 years. And so when you think about it as it's, it's $1.8 billion a year, so that's $100 mil a month. That's their token budget right now. I don't know, maybe less.

Like, overall, it's, it's, it's insignificant. Yeah. But when, when they are spending more money than they are making, yeah, it hurts a little bit more.

Mike Isaac's been reporting on this. He says Meta is going full bore with pushing other companies to add the same restrictions it will add to its apps as part of the settlement. Meta plans to run this copy as a full-page print advertisement in The Washington Post, The Los Angeles Times, and The New York Times tomorrow morning.

Wow.

A little back— a little circular deal for Mike promoting The New York Times. He works there, man. Undisclosed. What's going on? No.

Yeah. And it is just a very wonderful spin. To get— to be forced to pay $17 billion settlement for getting children addicted to your product and then tell other social— other addictive social media companies to join us in supporting teens. It's just chef's kiss from—

You think it should be like, join us in apologizing as well, basically?

Well, I just think it's a good spin. That's all.

Okay. Well, here's what they said. Through this agreement, they've set out a path Toward industry-wide commitments to further empower parents by introducing a 2-hour daily time limit, turning off access to our apps at night as a default, no notifications during school hours, clear prompts and notifications to teens every 15 minutes of continuous screen time, new parental supervision controls so parents can decide how their teens use their apps. I think all this makes sense. Defaults are powerful. So even if, you know, a parent wants to go in and allow their kid because They've got a night owl who's cooking up an incredible new IG account and is printing or something. I don't know. I mean, there are plenty of good reasons to use social media even while you're young. But defaults are powerful, and I think this is a good thing. I don't think it affects the business that much. I don't think they make that much money from young people because kids don't buy cars on Instagram and like expensive things. Whereas a lot of millennials and even Gen Xers and boomers are on there shopping all the time. The immediate revenue impact of any of these is minimal. You just don't want to wind up in a situation where you lose ground to TikTok and YouTube because they become the kid-friendly one that the kids are like, oh, well, TikTok doesn't have any of these stupid restrictions, so I'm going to use that. And then they remain a user for their entire life and you lose an entire generation.

Yeah. I mean, the main— yeah, I mean, if somebody is primarily addicted to Instagram and they get their 2-hour budget, And historically they would've used the product for 3, 4 hours. You have that spillover attention, so it will potentially help less addictive, addictive social media platforms get more, get more user minutes.

Yeah, yeah, exactly. And, and, and this was the original Instagram threat was that a younger generation was using Instagram and Facebook was gonna become like the, what do they call it? The blue app or the old, old book or something. I don't know. It was gonna only maintain the older cohort. And that's sort of what happened, but it didn't matter because Meta bought Instagram. Then Snapchat was even like the younger crowd. They tried to buy it, they couldn't, they wound up cloning it, they were successful. And so the company maintained, but they can't let a new social media app come up and dominate kids, not for the short-term monetization, it's for the long term.

They don't mention Snap in the open letter. Is that a— is that a shots fired?

It's a dig.

A subtle dig?

I think so. I don't know. Tim Cook sent a final memo to Apple employees on his last day as CEO. He said, I will miss this work in ways I can only begin to imagine, even as I remain completely at peace with my decision.

Just reading the entire memo.

Not regretting it, but I will miss it. He's a workaholic. He doesn't want to— he doesn't want to retire. I was really hoping he would have another 30-year run in him. You know, like if Warren Buffett and Charlie Munger can work till they're in their 90s, why can't Tim Cook? Like fundamentally, how is the job—

I think he was unhappy with the pay.

Yeah.

Well, I mean, when you have MLB players making as much money as you while you're running one of the largest companies in history, when you're one of the greatest CEOs, In history, period. Yeah. And you can barely—

75, 74.3. They couldn't even get him over 75. Yeah.

And not enough people were willing to march on Cupertino in protest of this, right? And so I think at some point he's like, look, if people, if shareholders—

Yeah, I'm voting with my feet.

Exactly.

I'm voting with my feet. I'm out. I'm out. In the news today in the Wall Street Journal, Booming corporate earnings fuel lofty outlooks. The economy is doing very well. A lot of that's driven by tariff refunds. Tim Cook, I mean, people, people lament like the lack of like an entirely new form factor. The Vision Pro wasn't a breakout success. Like a lot of the great devices still came from the Steve Jobs era and Tim Cook merely managed and carried everything along. Obviously did so much on the services side that no one really gives him credit for with Advertising in the App Store and just money printing machine working flawlessly. But he also negotiated like a very tumultuous political environment for a decade or more, essentially flawlessly. Like the fact that Donald Trump has never called Tim Cook Tim Crook is a huge, huge feather in his cap.

I agree.

Because it was sitting right there as a Trump-style Never had to go for it. He never had to go for it. And so he was able to negotiate Washington and all of the different quagmires that are there, not get his supply chain nuked, keep the products flowing. There were little hiccups here and there, but overall, the company has been firing on all cylinders. So what a great sendoff. You can go read the full letter. Apple Vision Pro's layoffs went beyond video and gaming. It included employees across the company, including people working on device security, audio engineering, Siri integration testing, and the product's operating system. They are focused on AI devices, and people are really optimistic about the new Mac M6 chip, like, just being really good for AI and being something that continues to drive value for the company and creates, like, an AI winner narrative in the face of not really spending any money on AI in the traditional sense, not buying a Neo Lab, not buying a bunch of data centers, staying out of the weeds, but still benefiting because these powerful computers get only more powerful when you have computer use.

It still is so crazy they haven't pulled the trigger on a Neolab.

I don't think they need to. Like, I don't think they will. I think they're just going to be a hardware company. That's what they do. They're like, Neolab is software. They don't need software.

Now, I think the strategy is working. Yeah. But if you asked me a year ago, will Apple make a $500 to $1 billion acquisition Of a Neo Lab, just a talent acquisition.

Is that a Neo Lab for ants? What are you talking about?

Yeah, what Neo Lab can buy for five hundred million dollar Neo Lab?

I'm not going to name names, but there's been some Neo Labs that would raise a hundred on five hundred.

Isn't there a Neo Lab that you were just on the phone with that they could maybe pick up?

Oh yeah, Charleston AI.

Do we have a video of Charleston AI?

Yeah, yeah, yeah.

Let's pull up Charleston AI. Cupertino, Charleston. I think there's something there potentially.

I actually think that you could rapidly scale a franchise business that takes the Charleston AI concept, gives somebody all the programming and all the different product offerings, and then helps local entrepreneurs set up their own.

I think that's what Charleston AI does.

No, I know, but I think Charleston AI needs to go global.

Ooh, okay.

I'm one of the co-founders of Charleston AI. We're local to Charleston and we're here to help humans Help humans with AI. And here is our lab. This is where AI comes alive. What used to take months to get accomplished, we can do in hours for you. Here we have an empty office available for somebody that wants to make Charleston AI their home. Charleston AI's conference room where our clients come in, individuals and small businesses come in, and we discuss what it is they'd like to do with AI in their business or personal We listen very carefully, take notes, and make sure we get it right. And then we offer them a way to make it work. AI is not—

Now, you called Charleston AI, correct?

Correct.

Who answered the phone?

So, yeah, one of the founders answered the phone, but it was an AI version of him, and it sounded exactly like his voice.

That's pretty impressive. Yeah. I—

Yeah.

It's a very funny video, but I'm I think it's actually a good business. A good business. Yeah, probably. And I think it should exist. Like some people, they're curious about AI. Maybe they're running a small business. Maybe they're a freelancer. Maybe they're a teacher or whatever. It's nice to just drive by something and go in somewhere and talk to real people that are in your community to learn about something that's complicated and sometimes scary. So very in favor of it.

Didn't Best Buy build a whole Geek Squad team for exactly this?

I think they acquired Geek Squad.

Was it over or under $500 million? Let's find out. Uh, anyway, there's an interesting story.

Acquired.

Acquired.

Wow, that would be cool. Yeah, new Charleston AI on wheels.

On wheels. Oh, they come to you.

Mobile data centers. Okay, that can come.

So the Geek Squad was only $3 million.

What?

$3 million. $3 million, 2002.

It's not bad for back then.

That's like $400 million in today's dollars, Tyler. I know it was before you were born, but that was a lot of money back then.

Yeah. OpenAI has reportedly bought tens of thousands of Mac Minis and Mac Studios for reinforcement learning and training computer use agents, while Anthropic rents Mac Minis through AWS. You can rent Mac Minis through AWS?

That's interesting.

I didn't know that. The Information reported this. I was playing around with computer use over the break, had a lot of fun. Had Codex try and beat Balatro, this poker-style game that I like to play on PC. It did okay. It wasn't— it was a little slow still, and I don't think it actually won the full game, but it's fun watching it like play a new game. I saw that demo of it beating Slay the Spire, which is pretty impressive because that's a hard game. I like the Codex or ChatGPT playing the game. I want to see the latency come down. I want to see it play Modern Warfare because I want to play against it and I want to see who's better, me or the AI. In somewhat related news to the speed of inference, OpenAI's Jalapeño is spicy, says Dylan Patel. Dylan Patel says OpenAI's Jalapeño is spicy. Usually first-generation chips aren't competitive. But OpenAI is beating NVIDIA Blackwell and even Rubin. This is huge news. We got to go into OpenAI's lab to dissect their new chip and dive into the software architecture and performance. Incredible work. There's a bunch of interesting details about this chip. OpenAI put out a whole blog post. But to clarify some important points, it's an LLM inference chip, not designed for training, but the results are really good. So roughly 1.5 to 1.9x More useful inference throughput per watt than NVIDIA GB200, GB300 systems while simultaneously cutting end-to-end latency 1.7 to 3.6x. So faster inference, less latency, but also just your dollars and your energy, your watts are going to go a lot further, which is very, very good. It's a data center rack-scale system. I would love to get this in the consumer device, shrink it down, do something there, but— It's going in the data center and they're gonna do a lot of them. Did you know the size of the Broadcom deal? 10 gigawatts of this chip. Okay. It might not be exactly this chip. It could be the Gen 2, the Gen 3, but the preexisting Broadcom OpenAI—

Put it into context. That's roughly 5 times more compute than the whole company currently has.

Something like that.

Operational, roughly.

Yeah. But this is by, this is through 2029, but that's aggressive. That's, That's like 3 years, 3 months away, I guess. You can do the end of the year. Yeah, 10 gigawatts of OpenAI-designed accelerator systems manufactured by Broadcom or in partnership with Broadcom deployed from the second half of 2026. And the crazy thing is that like they're on track for the second half of 2026. Like it is going into production and it's a lot faster than most people thought. The previous like Industry knowledge was yeah, any new chip is going to take years, and this happened very, very quickly. So good to stretch that energy further. You need less data centers to do more inference. That's good.

Good for gross margins, and also just good for the narrative of C W K O N E says please tell me y'all are going to touch address on instinct in the three hundred fifty million dollar raise at two and a half billion. Yeah, super impressive. how much attention and traction Instinct has received after just— they've been building the company for like 4 or 5 months, it seems. It's like very recent. I haven't used the product yet just because giving that level of access to this new startup— It's tough for us to sell. I looked at— I mean, their terms and conditions were floating around, and it kind of seemed like you're giving away the I mean, everything you get is—

all of your data is going to be saved pretty much in a clear text database. It'll be secure, but they will have access.

Yeah. So I wasn't ready to try it yet, even though it seems like a lot of people— what's cool is it seems like people are quickly having a magical moment, right? Whether it's getting a reservation for a restaurant or movie tickets or things like that. And I think that's super, super important for a consumer product to have that sort of short timeline. I was reflecting on the Instinct round and my immediate thought was, well, back in my day when a hot consumer tech company caught a little bit of attention, they would get a 25 on 150 from Benchmark. And that was seen as like, oh wow, this company has some meaningful traction and potential, but it's just crazy to see this quickly a company get the $2.5 billion round. And I think there's some— I think that there's reasons to be a little bit wary. I want to see them break out of like the VC hype cycle with this product.

Sure.

when historically, when we've seen consumer products or prosumer products, I'm thinking of Clubhouse or Superhuman, when there's somewhat of a question of like the more a VC likes something, potentially the less viable it is at a massive, massive scale, right?

Sure.

So, it's possible that it can, but again, if they can solve the always-on digital assistant, It is a massive, massive opportunity.

Yep.

But I'm just saying they're pricing a lot of that in right now when this company is 4 months old.

Yeah.

And valued at like a third of the, of what Snapchat is, right?

Sure, sure, sure.

The other, the other interesting question I had was like going back to Sam's post about the merge. Sam Altman wrote the merge about how like in the future you might merge with AI. And I'm wondering about like, at least in the short term, is it better to have a product like Instinct where it has your email, it has your iMessage, or is it actually going to be more receptive for many people to have a degree of separation there and say, okay, I effectively have an assistant that has its own phone and its own email. And if I want to share an email, I'll forward my email there. And maybe it has read-only access to my email. But then if it's going to go book me a reservation, I want it to call from its phone number. and identify itself as someone else because it's like there's a little bit of distance there. They can be like, oh, I'm still in control of sharing certain things. Maybe I share more stuff over time. And I'm wondering if there's more of like, should your AI agent be Jordi or should it be like John Doe and it's embodied?

I don't know.

It gets to the question of anthropomorphization.

That's the idea of the Gwern Guardian Angels company.

Oh, I didn't know that.

Basically, you have But like, it's not John's agent. It's like a copy of John.

Okay.

And then it's like, it's still a separate being, but it acts, it has like your preferences, whatever. But it's still like a separate thing. It's not using all of your emails, text messages, stuff like that.

Very, very interesting. Yeah, I don't know. I mean, I can see why the value is high.

Speaking of embodied intelligence, we got to talk about the World Humanoid Robot Games.

Let's do it. They set a world record, right? broke the speed record or something like that. This is the Kiji X1 Dax AI Robotics. This is the one. Rideable horse dog. Its legs use self-developed high-torque electric joint motors powered by a high-voltage battery. This— we've seen so many AI videos of this.

Best opportunity to not use like, you know, Hollywood, you know, fake flesh to make this look like Clydesdale.

Okay. I think be a little low to the ground.

Well, make the legs a little bit bigger.

Okay.

Anyways, I'm very excited to the about you know this form factor. I expect to be you know riding autonomously to work.

Yeah.

I expect this to be a commuter product, at least a land jet ski. Davis in the in the X it is a land jet ski is calling it. Here's another video of. One crashing and burning at high speed.

Oh, wow.

I didn't see this. I thought it only broke the record, but wow, that's really sparking.

That is crazy.

Yeah.

Absolute chaos.

Rune had a good, like, take about the robotics thing, which is where, like, all the Chinese robots, the demos are all these, like, kinetic displays of, like, doing these, like, crazy dance moves or fighting or running really fast. And all the US ones are basically manipulating, like, small things that you do in a factory.

Interesting.

So it's like—

Seems opposite. It seems like America prides like the 100-meter dash more than the fine motor skill manufacturing of things.

Yeah. So, I mean, it's like—

We should swap.

In some ways it's like, oh, we're so far behind the Chinese in robotics, but like maybe on the actual things that really matter for manufacturing, whatever, I think it's unclear.

Yeah.

That's good cope. That's good cope.

No, there's—

I like that cope.

Let's lean in there and cope harder.

AI M&A is in full effect. We were asking questions about this Maybe a year ago, Samir Khaji says, I don't think we're close to done. Cursor, $60 billion. OpenRouter, $8 billion. Hugging Face, $13 billion. Descartes, $6 to $7 billion, along with SPX, SpaceX, Anduril, Anthropic, Ramp, OpenAI, Databricks, and others on the IPO path. And the next few years will bring historic amounts of liquidity, although a lot of those deals have to be for stock. Of course, if you're getting bought by a public company, it's different. But For some of those deals, like the Open Router is probably not that much liquidity in the short term, right? But still, it's a lot. And so he says this also likely prolongs the level of front of froth, I imagine he's saying, we are seeing today. But after a long stretch of nothing, this is seriously incredible. There's been a ton of M&A and the appetite for M&A in the unicorn, decacorn, category has been remarkably resilient and significant. But it makes sense with so many trillion-dollar companies paying 1% of your market cap for something that could be an entirely new business line, sort of lines up. But it does change the venture capital underwriting pretty significantly. And I mean, it justifies a seed at $1 billion. If there's 10 comps that sold for $10 billion, your 10x is still there intact today. So, I don't know. Also, I mean, Kevin Durant is doing well. He was a seed investor in Hugging Face. He made an estimated 467x return on that investment as the company was acquired by Nvidia. He invested a $100K check that would equate to $46.7 million.

And really, really wild.

Investing is better than going to the club, he said in 2010.

Wow.

That is right. What a good— and he was posting, he was posting back in 2017, excited for the new release of #HuggingFace. And here's a durant.ly link. Proud investor, durant.ly. We'll see you tomorrow. Thank you for watching the show. Great to be back.

Missed you guys.

Missed everyone here. We will see you tomorrow. We have a very special show for you and Many more throughout the fall.

It's been an honor and a privilege.

We'll see you tomorrow. Goodbye.

Cheers.