Big Technology Podcast - AI’s Crucible Year, TikTok’s Lifeline, Manifesting Your Best Self

Episode Date: January 4, 2025

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Skydiving with the Meta Raybans 2) OpenAI's GPT-5 delay 3) AI's crucible year 4) We finally know what Ope...nAI's definition of AGI is 5) Was AGI just a financial thing all along? 6) Trump throws TikTok a lifeline 7) The best divestment ever 8) Meta changes its political leadership 9) Manifesting in twenty twenty thrive --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Starting point is 00:00:00 A major year for AI gets underway, but Open AI's most anticipated model is beset by setbacks. TikTok gets a lifeline from Donald Trump, and why is everyone manifesting all of a sudden? That's coming up right after this. Welcome to Big Technology Podcast Friday edition, where we break down the news in our traditional cool-headed and nuanced format 2025 is here, and so are we. We've got plenty of AI news, as well as some updates on the TikTok saga. and, of course, we're going to get into manifesting and why is everybody doing that these days? Ranjan is going to give us so much more on manifesting
Starting point is 00:00:34 at the end of the show, but first let me welcome him back in for the first time in 2025. Welcome Ranjan. Happy 2020 Thrive, Alex. 2020 Thrive. We're just going to brand it the right way off the bat. I saw that on some random Instagram reel and I've been saying that to my wife over and over,
Starting point is 00:00:53 and she is not. She's worried about me. She's worried. Are you having good 2025 vibes? We're three days in right now, and it's been quite a three days, I think, at least in the world, in the news here. It has not been a slow start to the year. So at least for the podcasting world, it keeps it interesting. I'll tell you how I closed out 2024.
Starting point is 00:01:20 I jumped out of a plane with meta ray bands on and recorded the whole thing first person. And it was pretty interesting as I walked on to this plane. It was skydiving, of course. And the instructors immediately looked and they're like, oh, those are the glasses that can play music. And I said, yes. And they're like, oh, and take video? Because they'd sell the video package for $150.
Starting point is 00:01:44 And I just had these like right on my face. And it's not like a traditional camera that you have to hold. So I ended the year finding one more use cases for this new smart glasses world that we're entering in. Well, maybe, do you know why I'm ready to thrive, Alex? Guess what I got for Christmas? No way. Meta Raybans? I got them. I got them. I have not.
Starting point is 00:02:06 I'm going skiing next weekend, so that'll be my first real use case. I've been playing around with them. Even my drive home from Boston to New York was taking random video. Actually, do you know what impressed me the most? Actually, there are two things. One, the quality of the audio, not being in ear, but being essentially kind of like speakers to the side of you, I almost like and prefer better to in ear when you're walking around. Just how like stereo quality, but I don't know, the ambience the audio quality was blew me away.
Starting point is 00:02:43 The second thing was it really feels like the most revolutionary part of the product is I started using it more to interact with my iPhone than Siri because we all know Siri is still garbage and Apple Intelligence was a flop and is currently a flop. And meta AI is pretty good. It's baseline good. So calling out to Spotify, making phone calls, even sending messages, starting to use WhatsApp and Facebook Messenger more than Apple messages. I started when I'm wearing them, I am using it to interact with my phone more than Siri. So this could almost be kind of a Trojan horse for Facebook into your iPhone operating system versus Siri
Starting point is 00:03:30 if voice is the interface. And now you see why Tim Cook has tried to kneecap meta, right? These two are obvious competitors, and that competition isn't talked about nearly enough. But this is just going to be another area where they're going head to head. And of course, we know that Apple has these new AirPods, in development that have cameras on them
Starting point is 00:03:51 as well. So that's going to be really fascinating to watch the two of them. You know, I'm sure Apple will find some reason to ban the Meta-Rabin app or something like that. We'll see. 2020 Thrive. Tim versus Mark. I do want to say one more thing because we did get a comment from a listener. I think it's a
Starting point is 00:04:07 valid comment being like, I'm surprised you guys are excited about the Meta-Bans given Facebook's history of like privacy messups. And look, I don't think that we're going to be excited about a product and therefore negate any concern we have about the way that the company has operated in the past, but I think what becomes clear as you watch this and as you use these things, and I'm curious if this was
Starting point is 00:04:28 your experience, Rajan, that you just see that this is going to be a future method of computing and like you can either choose to ignore it or you can give it a shot and that's what we're trying to do. At least that's what I think. So no, no, that that is a very valid and fair question. And I'll admit, and as someone who, you know, has been very concerned around Facebook's privacy actions over the last, you know, now eight years, nine years, when you put them on, the idea that I was ever going to put, you know, glass something on my face that captures everything in the world around me from meta slash Facebook, I never would have thought. But I think it is a, and even when you have to,
Starting point is 00:05:13 allow a lot of permissions on your phone, access to always on location, access to contacts. I was going back and forth with each okay in that entire user flow, but I think it's almost a testament to, if we call it the Zuckerberg rebrand, or maybe Musk becoming the ultimate bad guy in tech and like when you have to worry about where is the evil part of big tech, but I definitely thought about it and it's one of those where the tradeoff of the product is so good and I agree this is going to be part of the future of computing and I'm excited to be part of that and testing that out early and maybe that is where Apple will be able to once again kind of step in and become the privacy first example of this if they actually push out some kind
Starting point is 00:06:05 of smart glasses but to that listener trust me I I was feeling a little weird through the whole process, but I still went with it. Yeah, and look, I think that one of the things that we've found is that, or that I think anyone who watches tech has found, is that if the products work well, people are willing to, I'm not saying us, because our job is to analyze and criticize it when it's called for, but a lot of people will just look past whatever a company does when the product works. And I think you saw that with Apple. I think you're going to see that with meta, and that means that this product is going to be
Starting point is 00:06:40 a breakthrough product in my opinion and if we didn't test it out we wouldn't be negligent in our responsibilities here so we'll test it out we'll criticize when it's needed and before we move to the next section i'll just say one more thing that i enjoy is the microphone and if i can figure out a way to pull it up i'll play the audio of me getting hurled out of a plane from 15,000 feet oh my god oh my god Okay. That's a good way to start the year. My way to start the year was just watching Dick Clark or whatever, one of those specials with my family, which is still nice. No, that's a great way to kick it in.
Starting point is 00:07:23 And one company that's going to struggle its way into 2025 is Open AI. Because just as we were heading to break, there was a great story in the Wall Street Journal about the delays that the company has had with its GPT-5 model, which it's calling Orion internally. So we've talked a little bit about this, about how it's delayed, but I think this story is the best one that I've read in terms of sharing the details of what's actually going on within OpenAI, why we haven't seen GPT-5 yet and when it might be coming. And I just think this is an important story to talk about because we're really going to go into 2025 with massive stakes for AI and no one's going to have bigger stakes than Open AI and nothing
Starting point is 00:08:09 within Open AI is going to have bigger stakes than GPT-5. So we'll talk about that in a moment. Let me at least say what happened. This is from the journal Open AI has conducted at least two training runs, each of which entails months of crunching huge amounts of data with the goal of making Orion smarter. Each time new problems arose and the software fell short of the results researchers were hoping for, a six-month training run can cost about a half billion dollars in computing costs alone. So Open AI has done these two large training runs. They've spent what looks like a billion dollars combined on them and they're still not getting the results that they want. So Ranjan, I'm curious what you thought when you heard this news and what you think it
Starting point is 00:08:53 means for Open AI's future and whether it's going to be a bad here in 2025 now that we seem to be on this path. All right. I've been thinking about this a lot in terms of what this year is going to mean for the entire generative AI space. And it was actually interesting. I was listening to Casey and your predictions episode last week. And it was he had mentioned, and I think it's correct that to me, this is the year that AI needs to be productized. It's not going to be, be, and we've talked about this a lot, like it's not going to need to be just a power game, yet there's such a disconnect to me between what normal people want, what even enterprise business customers want, and what tech companies and VCs are thinking and doing. And from the tech
Starting point is 00:09:48 company VC side, everything is about the next powerful model. It's about AGI. It's about, you know, like massive, can we maintain current scaling laws and step changes? And then on the actual normal person side or even business customer side, it's can we just have things that are usable, reliable, and work well? And there's this huge disconnect there. And I think to me, Open AI is almost, again, it's a research house with a business tacked on to it. So they're always going to be thinking about what is that exponential step change style
Starting point is 00:10:26 advancement we can push and leaving the customers behind. So I think overly, but they've also shown to their credit that sometimes they can really get products right. To me, chat GPT, its virality was not because GPT3 was so much better than GPT2. I think that was part of it, but I also think it was a really, really good product and it was a fun product. And they did a lot with the UI that actually made it exciting and usable. So I think to me, them overly focusing on GPT-5 could actually be the thing that hurts them even more because I don't think they're going to create some kind of model that magically solves everything.
Starting point is 00:11:15 I think not focusing on the productization enough, it will actually be an even bigger mistake on their part. I think this is going to be a debate between you and I for the entire year, because, Because if you don't have GPT4 and you stopped at GPT2, chat GPT sucks. So it is those advances that have powered the better products. That being said, I'll give you this. In the story, there's a nice little tidbit. I call it the Ronjon call out, they say.
Starting point is 00:11:44 As Orion installed, Open AI started developing other projects and applications, including the slim-down versions of GPT4 and SORA. It's AI generated, AI video generator. So yes, they realized that they needed to put the computing towards more practical things in the short run. So that was good. However, I think there are some pretty concerning details in this story about AI's ability to progress
Starting point is 00:12:09 beyond the productization that are important to cover. And so to me, the key call out here was the limitations of data, right? So this is from the story to make Orion smarter. Orion, by the way, again, GPT, Open AI needs to make it larger. That means it needs even more data, but there isn't enough. So the solution was to create it from scratch. It hired people to write fresh software code,
Starting point is 00:12:34 self-math problems for Orion, and these workers who are software engineers and mathematicians also shared the explanations of their work to Orion. However, TPT4 was trained on an estimated 13 trillion tokens, and this is what it's going to take to get there in human. scale, a thousand people writing 5,000 words a day could take months to produce a billion tokens. So it does really seem like this data wall really is here. And this is the last part I'll read about the data. Once the training began, opening high researchers discovered a problem
Starting point is 00:13:10 with the data. It wasn't as diversified as they thought, potentially limiting how much Orion would learn. So this is really coming to the floor right now, that there's a real data wall in AI and you can legitimately sit PhD and mathematicians down all day long and they could basically do nothing but write content for these models and they will not get anywhere near the amount of knowledge into them as has already been baked in unless they sit there and write for years. See, this is what I don't understand though. Why would I want a PhD or an engineer to write fresh software code or solve math problems for the input data if I am not a coder or a mathematician. Is the assumption here that a mathematician, you know, helping a model solve math
Starting point is 00:14:10 problems will eventually help me do some kind of business process better or just some kind of normal task with AI or help Apple intelligence find your flight in your mailbox better? I'll take my best shout at this because this is what Open AI told investors, I believe, that it was aiming for because there are internal expectations for GPT5. And this all was in context as they were raising their massive largest VC round ever in history. This is from the journal story. GPT-5 is supposed to unlock new scientific discoveries, as well as accomplish routine human tasks like booking appointments or flights. Researchers hope it will make fewer mistakes than today's AI, or at least acknowledged doubt, something of a challenge for the current
Starting point is 00:15:03 models which can produce errors with apparent confidence known as hallucinations. So basically, I think what Open AI is saying is that it has the, this is internally and to investors, I believe. What it's saying is we have the capability to make these models step change smarter and as they get smarter they'll be able to handle more tasks because they're just going to be a much more brilliant model than the ones we have today but the problem is if you don't get there then all that promise goes away and we come back to the big problem that we've been discussing up until this point which is like where do you go from here because you're not going to be able to raise again if you're not going to be able to achieve what you've been telling investors. Well, here is where I think the
Starting point is 00:15:48 big disconnect is. This is my 2020 thrive, 2025 thesis here. It's that this disconnect is really, could be a fatal one for open AI because, again, on one hand, that question right there, it's like even simple things like booking appointments, current models are not perfect and that's making people not actually use them. To me, the model becoming exponentially better is not the problem. There's really simple things you can do on the product side to actually build systems and simple products to allow for these kind of tasks to be solved. But that's not what they sold investors on. They have to come up with this almost mythical or magical next model and this thing. So they have to keep working on that. So they can't actually solve the problems that customers want solved while pleasing investors.
Starting point is 00:16:44 So now that we're thinking more about this, that does put them in a pretty bad situation because they have to do both. And doing both is always going to be more difficult. And mythical and magical really is, I think, the right characterization here. Because the story also is like, well, what is GPT5? Like when are they going to call it GPT5? Because we've had GPT4, 401. We're getting lots of. different names, we're not getting five, right? And they went from two to three to four pretty quickly. Here's what the journal says. There are no set criteria for determining when a model has become smart enough to be designated GPT5. Opening, I can test its LLMs in areas like math
Starting point is 00:17:22 and coding, but it's really up to company executives to decide whether the model is smart enough to be called GPT5 based in large part on gut feelings or, and this is my favorite line in the whole story, as many technologists say vibes. I imagine if they went, the iPhone stopped going like 16, 15, 14, just because it's not really a step change anymore. It's just a slightly better camera. And they started just completely 01, oh, max. Well, they do. They've done that for us, but, you know, everybody gets excited for 15 and 16.
Starting point is 00:17:58 They don't get excited for like these. Yeah. Apple's still going for it. But maybe open eye, I just call it GPT5, even if it's not much better. That should be enough, just like AGI. you know yeah what i'll say is the longer they wait the worst this is going to get for them because now everybody's going to expect them to release like legitimately the creator in their model and it's just not going to happen yeah yeah no that's what i i agree as well like
Starting point is 00:18:24 if four oh they called five and again you say multimodal significantly cheaper per token for the same or higher quality. So, like, we're creating, that actually, that's interesting. And then I'm waiting for six. But already I've gotten kind of lost because once you go 40, 40, 40 mini, all these other things, then you start having higher expectations for when that next big number comes. So I agree with that. One more bit here, because we've brought up Apple.
Starting point is 00:19:00 So this is again from the story. Researchers at Apple recently released a paper that argues that, reasoning models, including versions of 01, were more than likely mimicking the data they saw in training rather than actually solving new problems. The Apple researchers said that they found catastrophic performance drops if questions were changed to include irrelevant details like tweaking a math problem about Kiwis to note that some form of the fruits were smaller than others. So this is the first, I would say, mainstream knockdown of reasoning as a methodology. And we've talked in the past here about how like maybe reasoning can be the next step change but it is
Starting point is 00:19:40 interesting to see this research come out of apple maybe it's apple just saying like uh you know we're not the best so let's take on the best uh but it is pretty bold statement to say that actually reasoning is was effectively you know BS what did what did you make of that study i i was wondering yet where again apple intelligence still not good um and again i I take Knox at Apple. I probably spent more at the Apple store over the Christmas season, and my mother has an Apple Watch, my wife has an Apple Watch now. Like, there's more spent at the Apple Store than any other electronics retailer.
Starting point is 00:20:22 But with Apple Intelligence, they are not doing great. They have promised a lot. They have over-promised. But on the other hand, they have the least invested, having to win this game, I think, out of the big, like Google has to win at generative AI for them to maintain dominance. Apple does not necessarily, it surprised me that they're pushing so hard because they don't have to. They could have sat back even longer and waited for the technology to be ready and good and then released a big hype to Apple intelligence product. So I think
Starting point is 00:21:01 it does make sense to me for them to kind of knock things down and kneecap the promises of open AI and others and Microsoft and whoever else and say, guys, this isn't going to happen anytime soon and it actually only helps them. Right. Okay. Let's just end this segment like again tackling the bigger picture, which is I'm saying that this is a pretty important year for the AI field. I'm calling it a crucible year.
Starting point is 00:21:26 I think that if the field cannot deliver on some of these bold promises, whether that's on research or productization, it's going to be a very, very tough a couple years following. Like this is like really like if 22 was, we figured out what chat GPT was, 23 was experimentation, maybe 24 was continued experimentation
Starting point is 00:21:48 and more proofs of concept. 2025, we got to, we got to, this has got to work. It's that important of the year. What do you think? I like crucible year, crucible year. I also, my prediction, I think we might get some players
Starting point is 00:22:01 that we have not been thinking, about as much. Like, I think we say the same names over and over again, but especially, and maybe that could be, I mean, anthropic or perplexity becoming even bigger than we have been talking about. But I think, like, it's the idea that it's open AI and the Fang slash big tech, I think there, I think we might start seeing different names popping up, the ones who could actually solve the customer problem better oh okay now you're going customer problem you know that makes me uh think in a different way that i was going to go right before i was thinking maybe it's going to be safe super intelligence but you're right i'm team customer your team super intelligence
Starting point is 00:22:51 that that really does describe the dichotomy here pretty well yeah yeah yeah just just make it work make it work that's all i want you know we've been talking about whether this was going to to be the year that open AI was going to declare AGI and free itself from the constraints of Microsoft and sharing its technology with Microsoft. But also over the new year, we actually got some really interesting information. There's a pretty specific definition. This is according the information that Open AI and Microsoft have for when it's okay to declare AGI. And that is when Open AI develops AI systems that can generate at least $100 billion in profits. And given that Open AI is going the opposite way, it doesn't seem like it's going to be able to declare
Starting point is 00:23:37 AGI, at least according to that definition anytime soon. So does that sort of solve our war here that Open AI could basically just go out and say AGI and just keep the tech to itself? Well, this definition, it confused me even more because I would have thought the definition would be something more on the scientific or theoretical side, right? rather than the, like, business side. So it's, yeah, this confused me even more, which is good for Open AI, because the more confusing it is,
Starting point is 00:24:15 than the easier it is. Or actually, no, I guess in this case, it would be even harder for them because it's such a kind of like clear yardstick for them to have to achieve. Can I say that maybe it was clarifying? You know, remember we talked a lot about how, like, this talk of AGI could just be like really clever branding and all this like the world is going to end because of AI actually really serve the interests of the research houses who wanted
Starting point is 00:24:41 to sell this to like your typical SaaS company or your, you know, middling accounting firm who could maybe use it to move data from one spreadsheet to another because in the contract, right, saying AGI is just at $100 billion, doesn't that like kind of explicitly say, oh yeah, these promises of like magical AI, it's really just about the business. Yeah, no, no, that's where. And actually, now that I think about it, it really is actually Microsoft being pretty savvy in this because at the point that it has done that, then obviously Microsoft has already been able to reap whatever benefits for themselves and then happy to let things go off
Starting point is 00:25:23 on their own. But again, then Google's ad engine or Facebook's ad engine or, like, Like, these technologies, are they AGI then as well? Is anything that is the iPhone hardware AGI? Like, it's such a weird thing for me. Maybe, maybe, because maybe like super intelligence or artificial general intelligence actually would not be a profitable thing, you know, like, and still actually work in the way that we have been promised by research houses it would.
Starting point is 00:25:56 So this actually, when this being coming out, finally was even more odd and shocking to what is it already a very odd and shocking story. I think it's a scientific term co-opted by businesses that told us they were about the science, but now we really know that they're about the business. And it's clarifying and refreshing in some ways to know that, yes, AGI is just about making $100 billion. It's not about necessarily propelling the next scientific discovery. It's making that $100 billion. I like your cynicism, Alex. I like it.
Starting point is 00:26:31 It's impossible for me to hold it back in this situation. I know, I know. No, but I'm with you. I'm with you. You know what? I agree. I would rather just get it out there. It's kind of, again, like we've said, don't call it open AI.
Starting point is 00:26:45 Just don't call it like some mythical AGI that's a scientific concept. It's literally like a target on a profit margin or profit target. It's a profit target. Yes, and by the way, I think going to your previous point, going by this definition, yes, Meta's ad platform has been AGI for decades at this point, and maybe even TikTok. Hey, everyone, let me tell you about The Hustle Daily Show, a podcast filled with business, tech news, and original stories to keep you in the loop on what's trending. More than two million professionals read The Hustle's daily email for its irreverent and informative takes on business and tech. news. Now, they have a daily podcast called The Hustle Daily Show, where their team of writers break down the biggest business headlines in 15 minutes or less and explain why you should care
Starting point is 00:27:37 about them. So, search for The Hustled Daily Show and your favorite podcast app, like the one you're using right now. Tick-Tac right now is in a really interesting place. We're going to cover this story right now. So over the new year, Donald Trump asked the Supreme Court to pause the TikTok shutdown and it's going to be pretty interesting because there is a clause in this TikTok ban which was passed bipartisanly by the U.S. Congress that allows the president to lift the ban if his administration determines the site is no longer under Chinese control. So basically all the president has to do, it's basically the same thing like we talked about of open AI declaring AGI.G. I accept this point. There's no dollar figure attached to it. All the president has to do is just say, yeah, it's not really under Chinese control anymore. And that congressional law is effectively nullified. And so now Trump is asking the Supreme Court, give me one more day from January 19th to January 20th. So I can say, and this is, I'm just reading between the lines here. So I can say that that TikTok has fulfilled its obligation to divest. And then this entire TikTok drama is over.
Starting point is 00:28:53 over potentially for good. What do you think? I like, again, we're going to be talking about manifesting. And essentially we are saying that, you know, actually now AGI has a more specific definition, but with TikTok, it could literally be Trump saying, yes, I believe that TikTok bite has divested TikTok and that's all it takes. So, and if anyone could do that, I think Trump certainly if simply saying something could be more important than the actual kind of underlying facts and matter. I think Trump is pretty good at that. So I would actually, that would be my favorite way for this to end. I think that would be the most incredible way where bite dance in no way divest TikTok, but on January 20th, Trump says, I believe that Biden's has divested TikTok,
Starting point is 00:29:50 this is no longer a relevant matter. I'm fairly certain that's what's going to happen. I mean, not only does Trump have the backing and has he grown closer to Jeff Yass, who's a financier, who has a large percentage of bite dance ownership, but he also knows that TikTok is something that young people use and he had a surge in youth support in the 2024 election and I think that like he's won the election that happened and he's just going to keep it around he's just going to go up there and he's going to say nobody divests like TikTok they did the best divestment ever um you'll never see a better divestment than TikTok and that's it game over one thing I saw that was at least interesting was imagine if he and we only have 16 days for this to happen at the last minute it's actually let's
Starting point is 00:30:47 they do need to divest and Elon Musk will now buy TikTok or XAI will become the owner of TikTok that would be interesting it could happen and I think one of the things that we're going to talk about actually how the internet has changed with Ryan Broderick on Wednesday so everyone should stay tuned for that it's a really fun episode but one of the ways that Twitter has changed is that it's become effectively TikTok. I mean, you scroll through Twitter now, and it's just like a collection of four-you tweets that want you to click into a short-form video
Starting point is 00:31:20 and then get lost in the feed. Like, that is effectively TikTok. And so, with the two work well together, yes. So I do think that's one possibility. But again, to me, the most likely possibility is that Trump takes office. First of all, that the Supreme Court agrees with Trump. He takes office, and he says,
Starting point is 00:31:39 Yep, looks good to me. This Project Texas, or whatever they've done to wall off their data is just good enough. And we don't hear about a TikTok ban, at least for another four years. This is going to be the most fascinating story in the next two weeks. I think there's going to be a lot of twists and turns on the TikTok ban. I don't think it's going to be straightforward. I think maybe we will end up with the amazing greatest divestment ever from bite dance, even with no divestment. But I think in terms of working, there's going to be plenty of drama leading up to the inauguration.
Starting point is 00:32:14 And the fact of the timing, again, this almost couldn't have been written better by the script writers to have it on the 19th with the inauguration the 20th. Let me ask you this. So if you are a, let's say you're a creator or if you are a business that has a presence on TikTok, what do you do over these next two weeks? Do you just give up or do you continue posting as usual, hoping that your business will continue to operate just fine on TikTok moving forward? Well, there was a good Wall Street Journal article we'll get into more, but I think overall, it was saying that creators are not as worried as they were when the initial ban was announced, meaning that people seem to be thinking it's here to stay. I think traditional businesses are definitely not worried because TikTok has never become a massive place for larger ad budgets. It's definitely grown well. It's grown in a big way and it's become an increasingly important part, but still it's small relative to the Facebook.
Starting point is 00:33:28 Facebook Blue is still a huge destination for all digital ad budgets, Instagram. is a huge part of that as well. And TikTok is still above the snaps and Pinterest of the world, but even like connected TV, like Hulu and stuff like that, have grown in importance relative to TikTok. So I think it's not the same big ad budget spend for big brands, so agencies and stuff aren't going to be too worried about it. Like it wouldn't completely derail any of any larger brands.
Starting point is 00:34:01 I think smaller creators have to be a bit worried if that's where your entire following is, but that's the risk of any platform. Like, if your following's there, for people who left X, if they built a following there for years at a certain point, if you have to leave it,
Starting point is 00:34:18 then that's a risk you're always, need to take with a platform. Yeah. I mean, the last thing I'll say about this is it will be interesting to me. You said it's going to be very crucial two weeks on the story.
Starting point is 00:34:31 It's going to be the biggest story. I agree. It would be interesting to me if we see some leaked information about why the House and Senate in the U.S. wanted to ban this app in the first place. Like, you do remember that this just came up as like a groundswell of senators and members of the House. They looked at some intelligence and they said, oh, now, we have to ban this now. And then it very quickly moved and then Biden signed it. And we never really heard exactly what they had seen to make them want to do this.
Starting point is 00:35:03 So if they feel that right now, what happens as we predict does happen, that the ban is effectively shot down through a declaration of divestment from the executive branch, I wonder if we're going to see some of the things that they saw and if that may reanimate the conversation. Okay, that would make this even more interesting because, yes, I agree. And I had wondered about that. I do believe the national security risk more so than the, like, you know, the mental health risk and stuff I don't think is significantly different than an Instagram or Snap or any other social platform. And even YouTube shorts, I think is just as much, if not more of a problem. I think to me, it's always been the idea that it is still a very connected. company to the Chinese government, which is currently an adversary, and it controls the entire national culture and essentially psyche of an entire generation with a black box algorithm.
Starting point is 00:36:08 That doesn't seem too crazy to me to be something that should be looked at a bit more carefully, and if there were things that actually came out that are not public, that made that more concerning enough for them to sign the ban so quickly, for that to be leaked after the ban is overturned would be would be fun and interesting i would say stay tuned i wouldn't be surprised if it happens by the way interesting timing facebook uh today oh no sorry this week just replaced nick clegg who is running their policy team uh with joel kaplan who is their most prominent republican i mean saying the most prominent republican at facebook is is kind of funny it's like you know uh you don't find many of those there uh but clegg is out joel kaplan who's a republican is a republican is
Starting point is 00:36:55 in and I wonder if he's going to try to be like, all right, Trump, like, you know, please actually do let this company get banned and maybe they influence the process as well. I don't think they're very happy with the amount of attention that TikTok has taken and the challenge that it presents, although they've done a good job fending it off with, with reels to some extent. I always do wonder with Mark Zuckerberg as like the most incredibly cutthroat competitor there is. Do you think he, because reels has worked incredibly, threads they at least say is working incredibly, but I don't know exactly how much I buy into that.
Starting point is 00:37:37 Reels, yes, threads no. No, but reels, I mean, reals definitely, they transformed, like through pure product execution, they transformed that into a very viable, if not like better TikTok. So, or at least TikTok for older people. like myself, and all my friends, all they do now is share reels with each other. And even my mom is sharing reels from Facebook. So that short form video, like, I wonder, do you think there's any part of his competitive spirit that's like, I don't want a regulatory solution? I just want to crush these products with these competitors with pure product chops. Yeah, I think that's,
Starting point is 00:38:19 there's definitely some of that there. But also, like, given the threat that TikTok poses, and I think that threat has been neutralized to some extent, I think they'll probably take whatever help that they can get. So, uh, because, because I, you know, like you mentioned, a lot of culture is starting on TikTok, including this manifesting thing. Oh, yes. So the same way Donald Trump might be manifesting the divestiture of a TikTok from bite dance. I was reading at Wall Street Journal article about the TikTok ban. And it started in the lead. It mentioned an account Hot High Priestess, a girl named Sarah Pearl, a creator who primarily monetizes on TikTok. And her whole thing is about manifestation. And now manifestation is the idea that positive thinking and visualization can bring
Starting point is 00:39:13 people closer to their goals. Manifestation began in the 19th century new thought movement and does have a kernel of truth to it. Our thoughts can in part shape. our reality. This is all from Business Insider. The latest trend had gained traction since the height of the pandemic, but modern manifesting remains a broad term covering a range of practices. It can cover meditating and journaling as part of a spiritual practice, as well as posting memes about achieving great fortune. So I started going down the Sarah Pearl Rabbit Hole and watched a few hot high priestess TikToks. And again, it's a new year. We're doing New Year's resolutions. maybe manifesting could be part of it.
Starting point is 00:39:55 And I saw things where you do things like you whisper out loud the name of your crush or who you want, the boy you want to text back and things like this. So it was all kind of like, this is what I assume is very TikToky. But then my favorite part was she equated manifesting with not just posting, but actually becoming one with the algorithm. She said, I view manifesting almost like the For You page, where you put your attention is where your life will end up going. If people dwell on negative content, that's what they will be fed.
Starting point is 00:40:34 But if they like videos with a positive outlook, TikTok may give them more. And that was the most odd, fascinating, and depressing thing I think I've ever read where someone is now new age thinking is basically saying to become. one with the algorithm and live your life like a 4U page and let and feed the algorithm positively rather than negatively. And this is where culture is heading into 2025. Yes, I think this is so spot on. And it really is true. If you hover on good content on the 4 you feed, you'll get more good content. If you hover on divisive content, you'll get more divisive. If you hover on stuff that makes you feel bad, you'll feel worse. If you hover on stuff that makes you feel adventurous,
Starting point is 00:41:23 you'll go do dumb things like jump out of a plane with a meta rayban on. But I really do think that there is truth to this. And I love that she's made it so accessible to the masses who are obviously catching her on TikTok. So I'm all about it. I'm manifesting, yeah, good vibes. I'm going to have a 2020 thrive in 2025. And I'm all about this. So I, I, I, I'm, I can sense some skepticism in your tone here, Ron John, and I think you should direct your algorithmic energy in a more meaningful direction. I literally, this is where, this is why this was such a,
Starting point is 00:42:04 again, I don't know, I don't know how I feel about this, Alex, because it's great. Just admit it. It's great. Well, no, because the more I thought about it, I'm like, holy shit, this is, this is correct. This is, this actually is like, like actually capturing. the spirit of every new age thing, or even a lot of religious things over the, like, over centuries into the modern day equivalent. And then I'm picturing a bunch of people sitting around like eyes closed, just trying to manifest positivity into the algorithm
Starting point is 00:42:39 for likes, I guess, or for engagement, or for just better content, more followers. But yes, This is manifesting for the algorithm. The algorithm controls us all, the beautiful algorithm of life. And all we can do is stay on the positive to get more positivity. Thank you, Hot High Priestess, as we go into 2025. I am so on board. And yeah, I think this stuff, I think manifesting works. It's not the be all end all.
Starting point is 00:43:11 But if you sort of start to channel that good energy generally, like it becomes a self-fulfilling prophecy. So I don't know. I'm feeling, I'm feeling the vibe and I might need to create a vision board for my 2020 Thrive thoughts this year. Longtime listeners are wondering what happened to Alex and Ron John over New Year's. Look, we had some time off and it obviously worked in some ways and other ways set us back. But anyway, we're happy to be back. We're happy to be back. We're thinking positive thoughts and podcasting only brings out the positive vibes. Yes, and we're so happy that you're all here and that you're manifesting your year together with us. And speaking of manifesting, all the five-star reviews that came through in 2024 really
Starting point is 00:44:00 did lead to such a great group of guests at the end of the year, including Mark Beniof, CEO of Salesforce, McGarman, CEO of AWS. And we have plenty more coming this year. Some really really great guests in January. So if you want to help us get more, get more top-tiered guests and help get the show in front of more people, which will ensure that we can keep doing this. Five-star review on Apple Podcasts or Spotify will go a long way. And I promise you we didn't do the whole manifesting segment just so I could set that up. But again, thank you for being here. And Ranjan, great to be back on the line with you. Happy 2025. Here we go. Here we go. We'll see you next week. See you next week. All right, everybody.
Starting point is 00:44:43 you for listening and we'll see you next time on big technology podcast.

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