Deep Questions with Cal Newport - Ep. 375: Did OpenAI Just Kill Social Media?
Episode Date: October 20, 2025Ep. 375: Did OpenAI Just Kill Social Media?OpenAI has been making waves recently with their release of their Sora 2 video generation model, which they have launched alongside a TikTok-style social med...ia sharing app. The internet is usually pretty excited about AI innovations, but this one has people unsettled. In today’s episode, Cal looks at one implication of Sora 2 in particular that is both important but currently overcooked: the impact of AI content generation on the existing social media giants. He then answers listener questions on AI and social media and reacts to a new Sam Altman tweet that signals bad news for OpenAI.Below are the questions covered in today's episode (with their timestamps). Get your questions answered by Cal! Here’s the link: bit.ly/3U3sTvoVideo from today’s episode: youtube.com/calnewportmediaDeep Dive: Did OpenAI Just Kill Social Media? [0:02]Will Sora 2 kill creativity? [46:12]Am I doing myself a disservice by using AI tools to help me code? [51:36]Is Substack better than social media? [55:55]What are your thoughts on a “family smartphone”? [1:06:35]What should I do when others disregard the structures that are meant to reduce the digital back and forth? [1:07:53]CASE STUDY: A Digital Declutter [1:15:38]CALL: Children with dumb phones or smartphones [1:19:49]CAL REACTS: Sam Altman Proposes AI Erotica [1:27:46]Links:Buy Cal’s latest book, “Slow Productivity” at calnewport.com/slowGet a signed copy of Cal’s “Slow Productivity” at peoplesbooktakoma.com/event/cal-newport/Cal’s monthly book directory: bramses.notion.site/059db2641def4a88988b4d2cee4657ba?SORA: the all Ai TikTok Clone. will slop end creativity?youtube.com/watch?v=Vz0oQ0v0W10newyorker.com/culture/cultural-comment/tiktok-and-the-fall-of-the-social-media-giantsyoutube.com/watch?v=I1dW-nZqhewx.com/sama/status/1978129344598827128Thanks to our Sponsors:This podcast is sponsored by BetterHelp:betterhelp.com/deepquestionsexpressvpn.com/deepcalderalab.com/deepshopify.com/deepThanks to Jesse Miller for production, Jay Kerstens for the intro music, and Mark Miles for mastering. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcript
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If you've spent enough time online this past month, you've probably noticed a sudden upticket
unsettling realistic AI generated videos.
Maybe it's body cam footage of Super Mario in his cart being pulled over by police and then yelling,
I can't get another ticket before peeling out.
Or a horse on skis competing in a freestyle skiing competition or Bob Ross wrestling,
Abraham Lincoln.
These were all generated by OpenAI's Blockbuster Video Generation Model.
Thora 2, which allows you to create videos simply by describing them in words.
Open AI, however, has gone one step further and bundled up access to this model in a new app that they call simply Thora that operates like TikTok.
You can easily create videos and share them.
You can view other people's creations and there's an algorithmically curated feed just like you would see on TikTok.
so you can have a steady incoming feed of grade A high octane lop.
The online world is usually pretty excited about new AI products,
but the reaction to SORA has been more interesting.
People online seem, to put it simply, unsettled.
I want to play a clip here.
Here's Casey Nystad reacting to the new SORA app.
My analysis, we are so completely...
And now here is vlogger Hank Green,
venting some of his own frustrations.
Oh, humanity.
If you're the kind of motherfucker who will create slop talk,
you are not the kind of motherfucker who should be in charge of open AI.
All right.
The New York Times for its part was really worried about what this means for even just truth.
They quoted a founder of a tech nonprofit saying the following,
nobody will be willing to accept videos as proof of anything anymore.
All right.
But for all of these particular fears we're hearing now about SORA,
there is one fear in particular that I think is really interesting,
but is not getting discussed that much yet.
And that is the question of what will the impact be of apps like SORA
on the existing major social media platforms?
Think about it.
It's an app on your phone in which anyone can basically create
any visual content they can think of.
Why would I watch a TikTok
dance routine?
When using SORA, I can create a video of Michael
Jackson dancing on Mount Everest
with Martin Luther King Jr.
That's actually a real video I found, Jesse.
So by introducing Sora, has OpenAI
just radically changed the entire social media
landscape? This is the question
we're going to get into today.
As always, I'm Cal Newport
and this is Deep Questions.
Today's episode,
did Open AI just kill social media.
All right, so we got to be careful in our approach here.
We're going to go very systematically to investigate this question
and what we think the answer is.
So if we really want to understand the danger
that the existing social media platforms currently face,
I want to take you back in time to roughly the summer of 2022.
Back then, there is a new entrant in town called TikTok.
It was just taking off and having this sort of phenomenally fast user growth.
And the entrenched social media platforms, they were horrified by the speed with which TikTok was growing and the fear that it was pulling their users over into its own ecosystem.
So the existing social media incumbents responded the way you might expect.
They tried to make their services more like TikTok.
This means they began to ignore the way they classically operated with friends and friends.
followers and favorites and retweets and instead try to offer up a stream of content selected
exclusively by an algorithm to be as low friction as possible and as engaging as possible.
I noticed this shift with some interest back when it was happening.
And I wrote an article about this for the New Yorker back in the summer of 2022.
It was called TikTok and the fall of the social media giants.
And that article argued that this moved to be more like TikTok was something that they would come to regret.
So why don't I load this article on the screen here for those who are watching instead of just listening?
All right.
So here's the article.
Pretty cool graphic.
I don't know if I ever really understood it, Jesse, but it seems to be a lot of people in cages, but the doors are open.
They're circular cages and they're dancing.
The cool graphic.
I never quite understood it.
All right.
So let me start with the following thing I wrote in this article.
After introducing the idea that the other social media platforms, the existing platforms were chasing TikTok,
I wrote, this shift is not surprised.
given TikTok's phenomenal popularity, but it's also short-sighted.
Now, to unpack that, let's start by asking a fundamental question.
What was it that made the existing social media giants so unassailable before the era of TikTok began?
I want to go through three of them one by one.
Let's look at them carefully.
We'll start with Facebook.
When you're Facebook, what made you hard to compete with?
Well, you had two things going on.
One was the specific people who used it.
Because Facebook was so early to the social media space, they got lots and lots of regular people to sign up to use it.
That meant for each individual new user.
Facebook had a really good pitch.
The people you know, whether they're your friends, your family, or somebody you knew from high school or your college roommate, they're probably on this platform.
And you can connect to them.
They're not on other platforms, but they're on our platform.
So the people you know are on this platform.
The other advantage that Facebook built up is that early on
as all of these regular people joined it,
they put in a lot of free labor
to select people who were their friends
and who manually tell Facebook,
that's a friend, that's a friend, that's a friend,
which create in the end this sort of like dense social graph
who captured who knew who.
That allowed it then to deliver a pretty compelling content profile to its users.
I can tell you what people you know are up to
if there's changes in their life, what they're reading, what they're interested in.
That's a pretty compelling package.
It was hard for later entrance into the social media space that compete with because
they weren't going to get a billion people necessarily to sign up and to spend all their
time saying who their friends are.
If you wanted to know what people you knew were up to, be on the same network with people
you knew, Facebook was the only game in town.
That was a great competitive advantage.
All right, well, let's look at Instagram.
Instagram had a slightly different set of advantages that it's used.
it also mattered.
There were early as well.
It also mattered who signed up for their platform,
but it was less, from the point of view of the user,
it was less about people you personally knew being on this platform,
but instead the fact that there was lots of interesting and compelling expert type people on this platform,
creating visually interesting content.
So fitness influencers, writers,
people who lived in ghost towns,
people who walked around in white linen dresses and collected flowers.
while soft music plays.
There was interesting people.
We'll put like experts in square quotes,
but like people who were good at what they did
are known for things that were on there
producing visually interesting content.
So it's a place you could go to follow people,
like cooks, chefs, everything, right?
Bakers, breadmakers that did things that you thought
was interesting or compelling you wanted to do.
They were producing visually interesting content.
They had a lot of those people had invested in being on Instagram.
And once again, users took the time to go through
and painstakingly favorite and follow different of these influencers.
So in the end, what could Instagram offer its users?
A steady curated stream of content that was about stuff that user cared about from people they felt like we're doing interesting things.
And it was hard for competitors to come along because it's hard to get all those same writers and bakers and people who walk around in white linen dresses.
It's hard to get them to sign up for your new service.
And if I'm a new user of a new service and I haven't gone through all the effort of clicking on all the people that I like and want to follow, then it's hard to figure out what to show me.
So that was a good advantage that Instagram had.
What about Twitter?
Well, in Twitter's case, again, what they got early on from a user-based perspective that was useful is they got the people who were interesting from a cultural zeitgeist perspective.
The politically adjacent people, the reporters, the comedians.
You had people who could make interesting or funny or smart or astute or off-kilter observations about what was happening in the world.
All these interesting people had gone to Twitter.
when it began to take off.
Even more importantly,
they got all of their users to, again,
go through this painstaking process
of creating these follower relationships.
I follow this person, this person, this person,
that person follows this person, this person,
that person.
If you study the resulting graph,
it has a very high expansion factor.
So if I go to my followers
and then my follower followers,
my followers, followers, followers,
the size of people that's being reached
increases very quickly. It increases along typically like an exponential curve.
Now what this meant was, Twitter had, whether they meant to or not, created a fantastic,
basically human-driven distributed curation machine. You have lots of people who know lots
of things and are interesting and good at quips. And if someone makes like a really good,
relevant observation or picks out a piece of news that like is going to be really interesting
to the moment and they read, they tweet it to their followers,
the cascade of retweets that follows can get that content to a huge percentage of the hundreds
and millions of users using Twitter very quickly.
So as a result, they created this engine for keeping the finger on the pulse of the online
zeitgeist in a way that would be very hard to replicate from scratch.
So if I come along to be a Twitter blown and a lot of people tried this, the problem is,
if I don't have enough of those interesting people and we don't have those people spending
enough time making these intricate follow relationships so that we have these exponential
cascades, I just end up getting like a relatively boring feed directly of people who aren't
that interesting. It's just not that interesting to me. So again, Twitter had a really good
business model. They're really good competitive advantage. In all three cases, we can generalize
what had made up until this point we're getting to now. What had made these services so powerful
is that they had the right users and these painstakingly constructed social graphs. And it was hard
for anyone new to come along and get both of those things, so they were in a good position.
But then TikTok came along.
And the thing about TikTok is that it doesn't really care about who its users are.
And TikTok did not really care about who knew who, follower graphs, favorites, interests.
They didn't really care about that either.
They basically bypass the elements that made the social media giants hard to compete with.
I want to bring up on the screen here.
This is the way I explained it in my article.
So why don't why don't I just read this because I think it captures it well.
The effectiveness of the TikTok's experience is found in what it doesn't require.
Unlike Twitter, TikTok doesn't need a critical mass of famous or influential people to use it for its content to prove engaging.
The short video format grabs users' attention at a more primal level, relying on visual novelty or a clever interplay of music and action or direct emotional expression to generate its appeal.
and unlike Facebook, TikTok doesn't require that your friends already used a service for you to find it useful.
Though there are some social features built in the TikTok, they're not the main draw of the app.
TikTok also doesn't rely on its users to manually share content with friends or followers to surface compelling offerings.
It assigns this responsibility to its scary good recommendation algorithm.
So TikTok bypassed the competitive advantages that protected the social media giants by just saying, look, we're just going to take a whole,
bunch of content. We don't care who creates it.
And we'll use a very good, probably like two tower style recommendation app to just show you a
constant stream of stuff will think you like. It will adjust what you show you based on your
behavior and it will just be right to the brainstem interesting.
When Facebook, Instagram, and Twitter noticed that and chased after TikTok, they ignored
or walked away from their competitive advantages.
When they started adding features that just served up content selected by algorithms,
independent of who created it or who you like or follow as a user,
they were basically walking away or walking beyond their own proverbial castle walls.
And out there in the planes beyond, they were vulnerable.
So I ended that article in 2022 with a warning, which I'm going to read right here.
All right.
This all points to a possible future in which social media giants like Facebook may soon be past their long stretch of dominance.
They'll continue to chase new engagement models leaving behind the protection.
of their social graphs, and in doing so eventually succumb to the new competitive pressures
this introduces.
TikTok, of course, is subject to the same pressure, so in this future, it too will eventually
fade.
The app's energetic embrace of shallowness makes it more likely in the long term to become
the answer to a trivia question than a sustained cultural force.
In the wake churned by these sinkings will arise new entertainments and new models for
distractions, but also innovative new apps and methods for expression and interaction.
So basically what I'm saying here is all of social media was
collapsing around the TikTok model, which was just pure engagement. And my argument here is if all
you are offering to people is pure engagement, you are now competing with every other possible
source of engagement that exist out there. When Facebook is saying, your friends are here,
you can see what your friends are up to. I'm not competing with Netflix. I'm not competing
with podcast or slot machines or pornography or anything else because I'm offering you a very
specific thing that only I can do. But when I'm instead just giving you like a long, infinite feed of
videos from people you don't know or really care about that are just trying to capture your
attention, then that's just purified engagement.
And you're competing with anything else in that moment that might grab my attention.
And so I ended that warning by saying, new things will come along that are even more engaging than
you.
You don't have a competitive advantage.
You can't stay on the pedestal for much longer.
All right.
This brings us back to the main argument for today.
We can think of the SORA app as one of the first major sort of new distractions or
entertainments that I warned about in that article.
Once all these social media platforms said, we're just going to tickle your brainstem.
Open AI came along and said, well, we can do that even better.
But you have to actually get people to create these videos and they're confined by their
environment and the people they have the film and they're not professional actors and
they don't have good lighting.
And like really interesting stuff is dangerous and hard to do.
And only like a few number of video creators actually have enough money to do that.
Like, we can just do that all in AI.
We can make, if all you're looking at it, I don't care what this video is.
I'm just swiping, swiping, swiping.
Is that interesting?
We can give you, like I saw when I was doing research for this, a video where it said,
this is true, Jesse, a swimming competition.
There's a lot of Stephen Hawking content out there.
It's a swimming competition.
Stephen Hawking's on the block.
They fire the gun and he just falls in the water and drowns.
That would be like, it's a terrible taste.
Really hard to actually stage in film.
In SORA, you just type in that, like in a sentence.
and you have that video.
So yeah, they are in trouble because, I guess I could say they ignored me.
When you're in the world of pure novelty, that's going to be a constantly churning novelty.
It's hard to be the king of just pure novelty for that long.
So this is all bad news for the existing social media giants.
But are they doomed?
Do they have a chance here?
Maybe.
Maybe they have a chance of breaking free.
out of the spiral that could be dangerous to them.
So when we return, I want to talk through what exactly Facebook, Instagram, and Twitter
could do right now if they wanted to to protect themselves from the threat of AI-generated
distraction.
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All right, Jesse, let's get back to our show.
All right.
So as we covered in the first part of this deep dive, the new SOAR app revealed the dangerous of an online business model that's based purely on offering unanchored distraction.
There will always be new technology boasting an even more direct way to tap into their users' brainstorm.
So it's a very sort of unsettled place to be trying to build a business.
So here's a question I want to answer next.
What can existing social media giants do to protect themselves from this AI future?
I'm going to go through this platform by platform and give you my game plan for how you would AI proof yourself against this particular incursion.
I'll say, Jesse, as an aside, it is a little bit weird that me, Mr. Quit Social Media is trying to help these companies out.
But honestly, I don't think there can be like kind of a worst app than what we see with aura.
SORA.
So to me, this is kind of like an enemy of my enemy as my friend type of situation.
I mean, I guess I wouldn't be that unhappy if all these services went out of business.
but, you know, I would like them to be better than SORA.
So I'm going to do this.
I'm going over the dark side and I'm going to give advice to the major social media companies.
All right, let's start with Twitter.
Here's my advice for Twitter to fight off the AI threat.
One, forget trying to do that video auto play TikTok type thing that you've been doing where, you know, someone clicks on a video that they really want to see and that you try to get them into an algorithmically curated feed.
That is the exact type of thing that makes you vulnerable to SORA.
instead you have to work, I would say, on the competitive advantage that always made you strong.
Be a place where interesting people go to say interesting things and that you have this like really good distributed curation model of capturing like what is interesting to the zeities on any given day.
To do this, I would say Twitter probably has to find a better middle ground on content moderation.
Right. Before Elon Musk took over, the service was becoming like a lot of institutions to be holding to the far left.
and this was having a sort of stultifying effect
and it was really also sort of like annoying
and kind of censorious.
After Musk gets gone too far in the other direction
so he kind of went too far the other way.
You look, you're on,
you scroll Twitter for
five minutes, you get the Jew hatred,
which to me is always like the
bell weather of like, okay,
this things aren't going great here.
We also have a lot of arbitrariness from Musk himself
or he'll just sort of like someone or not like someone
and put his finger on the thumb.
None of that is good if you're trying to create a
Sound Square that you want a lot of people to go on to to see what's interesting in the day.
So find some sort of middle ground.
Like build a council.
We have a council who's in charge of all content moderation policies.
And by definition, it's going to be two people left leaning, two people right leaning and
like two centrist.
And they vote on all the policies and it's transparent and we apply them clearly and just
be reasonable.
People are okay with reasonable.
If you do that and then to keep focusing on feature improvements, making the experience
better, like get the friction out of here, make it easier to do this or that.
I think you could still do well.
In that model, I think Twitter can be a very sustainable
$3 to $4 billion annual revenue business
and still have an impact on the culture.
Yeah, you're not going to be meta.
That's pretty good for a private company.
And you're pretty AI-proof
because this is all about like real people saying things
that are interesting in the moment
that are being selected in a way
that's distributed intelligence in a way
that like an algorithm can't quite replicate.
What can Instagram do?
I think Instagram needs to return
to its bread and butter
of interesting influencers
producing visually interesting content
and allowing users to specify
oh, I like this person,
I want to see what they're doing.
So moving,
retreating from their push
towards algorithmically curated
sort of reel after real
of just like,
we'll just show you stuff
that might be interesting.
What the algorithm on Instagram
should refocus on doing
is just suggesting new people
that you might want to follow or look at.
Hey, you like these type of authors.
You might like this one.
and you go check them out.
And you like, yeah, I like what they're doing.
And you add them to the stable of people that you're listening to.
But again, Instagram should be a place where they're sort of like experts doing stuff you find interesting,
producing content that's visually interesting.
And you have a good feed of that from people that you selected.
That, again, is going to differentiate you from a sort of the slop style world that you'll see something like on something on SORA.
Because it's not just random engagement.
It's engaging content on specific things you find interesting.
It builds on like human expertise and human connections.
AI proves you.
What about Facebook?
You got to go back to the friend graph.
That's my argument there.
That Facebook should be a place where you go where you want to see what people that you know are organizations that you know about and specifically chose to follow.
What are they up to?
And maybe what it is that they're consuming.
That like one degree of indirect in direction content sharing is fine.
Here is articles that my friends are reading or suggesting right now.
That's fine.
Or I follow a.
magazine, and so in my sort of news feed will be various things that they published.
That sort of in-between era of Facebook, where it was still very friend and follower graph,
friend graph focused, but you had a news feed that old from the different people you knew,
but not going so far that, like, we're just going to make this feed all the way algorithmic
and just try to, like, keep you engaged.
That's a really good competitive advantage.
The other thing you should lean into if your Facebook is attention to the users.
This was Facebook's original business model.
I wrote about this in my book Deep War.
We forget this now in our current age of engagement in TikTok, but the original pitch for Facebook was not just your friends are here, but that they will pay attention to what you're doing.
Before Facebook came out, we had had this Web 2.0 revolution where we had things like blogs that made it easier to publish content online.
You didn't have to directly edit HTML files.
You could type into a text box and click publish.
We take that for granted, but it was a big deal in the earlier 2000s.
The problem of the early Web 2 era is that when people tried publishing their own things and starting their own like blogs on blogger.com, no one came because the vast, vast majority of what people have to say are right is really pretty boring.
And that was really painful.
And then Facebook came along and said, hey, here's a place where you can publish stuff and people pay attention because we have this social compact.
If you friend these people on Facebook, you will like or comment on the stuff they do.
and they'll like and comment on the stuff you do.
That is a really powerful feeling,
that feeling if I put something out there
and some people reacted to it.
Professional writers like myself sort of take this for granted,
but it was a really powerful poll
that made people really like Facebook,
especially when they moved the mobile
and put the like button on there.
That really got their engagement numbers up
because people loved it.
People love seeing other people paying attention
to stuff they do.
Go back to that model, Facebook.
That's a good model.
the people you know and the specific organizations you like are here.
You can see what they're up to and what they're publishing.
And you can get some attention for the stuff you put up to.
Put up an article you find than a few other people you know will comment on it.
That is really powerful stuff.
And it's stuff that you can't replicate with AI.
The SORA TikTok experience is still a very different thing.
That's just peer engagement.
This is something that's going to be hard to do if I don't have all the users on there and all of the friend graph.
So that's what I would do if I was Facebook.
Again, yes, this is none of these are strategies that maximum.
user engagement minutes.
But they're also strategies
that can keep you pretty profitable
while helping you avoid
going completely out of business
if you chase after
the peer engagement model.
What about TikTok themselves?
Are they completely in trouble here?
I mean, their whole model
is built on just a stream of engagement
and no profundity to it.
No, it's just whatever
you look at longer gets on the screen.
They really, really are in danger
from an app like Sora
because Sora can create stuff
that TikTok creators themselves cannot.
So can TikTok survive the age of SORA?
Well, I think they could survive a little bit longer potentially, potentially.
And here's why.
I'm not hearing this talked about as much yet either, but I think it's an important point.
It is expensive to produce SORA videos using the SOR2 video generation model.
It is computationally very expensive.
You have expensive GPU chips that are fired up for a long amount of time.
It's a huge amount of electricity and a huge amount of use.
to produce that 30 seconds of Bob Ross, you know, wrestling with Abraham Lincoln.
So the only way for this to be economically feasible, of course, is that OpenAI has to charge for the creation of these videos.
So right now, you can download the SORA app for free, but if you want to create a video, you have to have at the very least a chat GPT plus membership.
This is at least my understanding, which is $20 a month.
If you have that $20 a month's member, if it, you can produce up to 50.
50 videos a month, but they have to be at 480P resolution, which is low, and it's actually
going to be kind of hard to compete with existing videos that are out there.
And 50 might sound like a lot, but you also have to keep in mind.
The way these videos are created is you just type in some words and hit generate.
You can imagine it might take a lot of iterations on your descriptions to get just one
video that you like.
But if you really want to be producing a reasonable number of SORA videos that you can iterate
on at a reasonable resolution that could actually do good on a lot of these, like,
resolution devices.
You have to have the chat GPT subscription account that's $200 a month.
That's a really high price point when you compare it to TikTok's price point, which is free
for all users, because the cost of operation here is so much less.
The actual computation that goes into like capturing and rendering and editing the videos
is distributed to the phones that the users themselves own.
And all the TikTok itself has to do is take up these these high.
highly compressed videos from the app and store those.
I mean, it's not computationally free.
A company like Twitter is still going to be more efficient to run
because you're dealing with text and not video.
But still, it is so much more cheaper.
If you don't have to generate video from scratch,
it is so much cheaper, right?
I mean, like, we know this, Jesse.
Like, anyone can watch a YouTube video on their computer,
but we had to get a beast of a computer to do video editing.
Because anytime you're doing anything with, like, editing or creating videos,
you need a lot of computational power.
So TikTok might be able to kind of wait out, SORA.
I'm assuming Open AI is losing money on this.
They're going to try to.
Their hope is they can eat money and grow it big enough that when they sell ads,
they'll be able to somehow kind of like make it back and make this economically viable
if they have enough people.
I mean, maybe.
We'll get into this more in the final segment.
But if I'm TikTok, I'm like, you know what, people don't want to pay $200 a month,
just to have a shot to produce these videos.
So you're going to have many fewer people producing these videos.
And what makes slop sort of work, like what makes,
It's TikTok work is it's so easy to create videos.
They can get a huge corpus of potential videos to show each person.
And it just gives them more opportunity to get it right.
When you're doing recommendation algorithms, it's kind of like a core idea.
You need inventory.
The more things you have that potentially suggest to someone, the closer you can become to maximizing the expected reward for the individual users and the better the experience comes.
So that's going to be the Achilles heel of SORA potentially
is that it's so expensive.
There's just not enough inventory for it to have the same sort of like,
wow, you're really matching my interest tightly that like TikTok is able to get.
And so what's going to happen is the relatively small number of people creating the SOR videos
are just going to jail break them out of the app and upload them on TikTok anyways,
where they can just be part of the big inventory that TikTok is using.
So TikTok might survive SORA because I don't think the economic model necessarily makes sense.
But they're still in trouble because they're might.
model, this is like a horde of barbarians is coming at their Roman gates.
They might fight this one off.
But there's going to be wave after wave after wave.
When your model is just pure engagement, there is going to be so many other things that come
along that offer that engagement better.
Maybe you fight off this one.
But like at some point, there's going to be another app where it's going to be like a sports
betting with topless women that like send you random, you know, jackpot, plot machine
rewards or something while misting you with fentanyl mist.
I mean, you're never going to win this game forever.
The engagement, there always will be new things to figure out how to be more engaged.
If all you're trying to do is just win this game of just like Slackjaw, how much drool can you get out of your mouth as you're staring at the screen.
All right.
So TikTok, you can survive a lot longer, but there's other social media companies.
Go back to your old social media model.
I don't love that model, by the way.
I don't think the internet should be consolidated in the four companies.
I have huge issues with those companies operating the way they used to operate.
But I would rather have them built on their carefully constructed user bases and social graphs.
Each of them focused on their each unique sort of competitive value that makes them somewhat unassailable.
I would rather have a world with them than a world where it's just like one SORA after another as a pretender to the distraction throne of who can make your eyes glaze over faster.
By the way, I just saw the announcement, Jesse.
TikTok has just up their rev share for their creator.
So they see this threat coming.
And they're like, yeah, we can just make, it costs $200 to use SORA.
We're going to, not only is it free, we're paying you more than we used to pay you before to create content here.
So they're really, they're putting up a defense.
And I think they've actually had a good chat at surviving this particular wave.
All right.
So let's move on to some takeaways.
All right.
So as I mentioned, I'd be happy if all the social media platforms maintain their TikTok clone strategy,
and they all falter under the pressure of the apps like SORA
or whatever brainstem slop follows in its wake.
And then maybe as they all sort of collapse under the impossibility
of being a dominant force doing such a simple thing,
that people will finally be convinced to move on from this type of content
and go to more rewarding indie media style content
like podcasts, like newsletters, like other high-quality independent media.
But it's not inevitable that this has to happen.
and if the social media giants are smart, they can avoid it.
The properties that made social media so powerful for so long are still there for the taking.
They still have these social graphs that no one ever again will replicate.
They still have these fantastically large and varied and interesting user groups.
It'll be hard for any other new platform to every replicate.
So if the social media giants retrench around their social graphs and curated user bases,
they can survive.
They can have their advantages again.
And I guess if the alternative is watching videos of,
Abraham Lincoln wrestling Bob Ross, then I'd rather have a world of Instagram influencers
and Twitter takes last just a little bit longer.
All right.
So there we go, Jesse.
Sora.
Did you hear about this?
It's kind of everywhere, but no.
Yeah.
I mean,
I'm actually,
I have a lot of questions,
but I'm only going to probably ask you a couple just to save some time.
Do any idea of what the user base is?
I wasn't able to find that yet.
It's all kind of new.
It's because it's being rolled out in sort of a way that I find a little
bit confusing because it was that it's the SORA 2 is the model SORA is the app that you can use to
access Sora 2. There might be other ways to access Sora 2. I think a lot of people are downloading it to
look at the slop. So it's probably pretty big. I don't know how many people are generating though.
And then do you think a lot of people know that Facebook and Instagram are under the same
umbrella company? Oh, I don't know what people know. Yeah, it's a good question. I mean,
Facebook bought Instagram in part because it is hard. So I'm talking about it is hard to build
user bases and social graphs from scratch.
Instagram had built up this like user base,
a more influencer type, expert types
who are doing visually interesting content.
And Facebook's like,
I don't know if we can get them all to come over here.
They've already there.
It's already existing.
The other thing that Instagram did,
this might have been more important,
is they're way more native mobile.
Because you have to use the camera to use Instagram.
It was conceived as a mobile app from scratch
because you need a smartphone camera for it to make sense.
And so their mobile app was just better
than what Facebook was doing.
are like, oh, great, we'll just hire them.
Aqua hire them.
They spent a billion dollars.
There's like 12 people who worked for this company.
It was crazy.
It was like the most money ever spent for so few people.
Like, we'll just get that app and then we don't have to try to build it ourselves.
But yeah, I don't know if most people know, in part, because as I just went through, each of these major platforms has such a unique identity.
Like, they're not, that's why they all survived.
Like, I don't go on Facebook to hear from authors.
I would go on Instagram to hear from authors.
But I don't go on Instagram really.
I mean, I'll use any of these.
I'm using the sort of royal eye here, right?
You wouldn't go on Instagram necessarily anymore to know what your, like, nephews are up to, though, because like you'll be group texting pictures or whatever, right?
That's not good for that.
And, like, Twitter, if you want to, like, a political take or controversy or what's going on, like, reactions to something that's happening in the news, like, it's doing that.
You want to go on Instagram for that.
And so they've all kind of, they've differentiated into their advantages.
That was a pretty stable setup until TikTok came along.
and they felt like they had to follow it so they could keep getting growth.
But I really think that was a problem.
Yeah.
I'm sure, like, the people that have the SORA accounts for $200 a month and post to Instagram will be on like Bs users before anybody like realizes that, you know?
I got to imagine that's going to happen.
Because a lot of people aren't going to catch on to SORA too for at least a year, right?
At least the majority of the people.
Yeah.
And SORA puts on a watermark, right?
Because they're worried about deep fakes because you can just put like anyone in here.
But people have already figured out how to strip it off.
So if you can strip off the mark, you can strip off probably whatever protections you need to put it into.
I mean, of course you can, right?
It doesn't matter how many protections you put on your video generation because at the very least, I can just on my computer be playing my SORA account and I can just screen capture it into its own video.
There's nothing you can do to prevent me from if I want to capture that information.
The other thing OpenAI did, which I think is, well, desperate to be honest, when they turned on this app and that model, they put very few protections on it.
So you could generate any IP.
You could work with any IP that was out there, right?
So there's all of these videos.
There's a lot of, like, dash cam footage of, like, police officers pulling people over and them peeling away.
And it's all IP.
It's Mario.
It's SpongeBob Squarepants.
in like a drug arrest, right?
It's like whatever character, they didn't put any IP protection.
Also, any historical figures, there's like a lot of Hitler stuff on there.
There's a lot of like Queen Elizabeth stuff on there.
Just existing people who are alive now.
Just full deep fake videos.
There's videos with Mark Cuban on Shark Tank promoting this like made up like really terrible products or what it.
just him looking straight to the camera.
And they know they're on the pressure.
And everyone's like, yeah, you can't use our, you know, you think like Nintendo and Disney
are okay with you making like fake drug bust videos with their IP?
Of course not, right?
So now Open AI is like, oh, we are turning on like whatever, whatever.
We'll turn on protections or whatever.
But their idea was, I think it's so cynical.
Let's let people make like really offensive IP violating slop, at least for a few weeks
that try to get a lot of attention.
And then we'll be like, oh, my goodness, I never thought that people.
people would think to put protected IP in their videos, we're going to try to turn it off now.
So it's just like really cynical thing they were doing.
But I think they're going to get their, they're going to get sued left and right.
Yeah.
I mean, of course, they knew people are going to do that.
So there you go.
Well, they have a valuation of over 500 billion.
So they might be able to afford some lawyers, I guess.
No, valuation is not money.
I know.
Good for them.
They have that valuation.
as we'll see we'll see what happens more on this a little bit later.
All right.
So we have a lot more to discuss about AI and social media in the following, including some questions from you, my listeners.
We got a call and a third segment where we're going to return to a recent tweet from Sam Altman,
which I think is bad news for Open AI, but we'll get into it.
It's not the most heartening thing to hear from your loyal founder.
First, let's do a little bit of housekeeping before we move on to the rest of the show.
Jesse, I've got to give you a Halloween update.
Let's hear it.
Well, here's the thing.
I don't want to docks myself.
So I can't, I don't want to fully explain my Halloween setup.
I just want to briefly explain, because I think it's important, more important than the future of social media.
Briefly explained the thing I built because it was really a pain to build.
So I wanted, this sounds easy, but it's hard.
I wanted synchronized lights and sound.
So I was doing like effects using programmable LEDs, like carefully timed effects that I wanted sound to be synchronized to.
that is really hard to do
especially in like a waterproof
container
and I got it installed
and so far it's worked
and it's survived for a week
without fritzing out
or something like that
so that I'm happy about
I had to use a microcontroller
that allows me to touch
each individual bulb
and a programmable LED strand
and I could write custom code
for any of my animations
right?
It's writing from scratch and C
so I made all the animations
and then I had to wire that up
solder that up
to another circuit board
that has a sound controller on it
and now I can sort of trigger sounds from the same microcontroller.
And it's all just low level timing loops I wrote from scratch.
So I can exactly trigger exactly when sounds happen,
exactly when, you know, lights are happening.
And I could hook up that soundboard to my microcontroller
by just putting low voltage on different pins at certain like times or whatever.
Then you have to have like a whole power supply situation.
Like all of these things need different voltages.
You need a lot of voltage to run 200 programmable LED lights, right?
So that big voltage supply, but then I need voltage to run the speakers.
I got to amplify the sound.
And I need voltage to run the microcontroller.
I need voltage to run the sound chip, so I just actually just wired the voltage from the microchroller for the sound chip.
And then everything has to have like properly shared grounds so that you have like, because we have to synchronize communication signals over communication buses.
And then you got to have this full thing somehow fit in the some sort of waterproof container in which lots of wires can come in and out.
And I got that all to work at least temporarily.
the funny part is imagine if you got it all set up working great and you walk back to your neighbors and it's like he's got something 10 times better
I mean he's not going to happen but an animatronic yeah walking across the like whatever
I would I would get there I would get there so that's what's going on Halloween update uh I'm going to the I'm going to get the new I'm going to get the New Yorker festival
oh when is that that'll be the the weekend after this comes out it's all sold out I think but that'll be fun
but a fans are there that can say how to you they can say hi if they're there my I'll be
I'm doing a panel on Saturday with Charles Duhigg and Anna Weiner.
And it's going to be on like AI in the future and stuff like that.
Yeah.
We're competing with the other event happening the same time as Zadie Smith being interviewed by George Sanders.
So we're not the A event.
But I think it'll still be, I think it'll still be interesting.
So, you know, New Yorker Festival is fun.
It's always good to like visit the city and I'm going to, you know, have dinner with my publishing team and meet my, you know, hang out with my speaking agent.
And hopefully you can get some good gear.
They sell like coffee cups and stuff.
getting it for free.
Yes.
I guess that's true.
That's where your mind goes.
I'm thinking about like the celebrity writers I can meet.
Jesse is like get a coffee cup.
You have coffee cup, a sweatshart, a New Yorker hat.
It's spread out over like lots of venues in the city, I think.
But anyway, so that's fun.
Some other exciting stuff coming up,
but I guess I can't really talk about it yet because some of this stuff is secret.
But anyways, I think that's all the housekeeping.
What else do we have going on?
Anything else, Jesse, people need to know, sign up for the newsletter.
Does Brad have a book available?
Oh, yeah, yeah.
A friend of the show, Brad Stolberg, his new book, The Way of Excellence, which is excellent.
I blurbed it.
It's available for pre-order.
So you can just Google way of excellence.
If you go to his newsletter, go to the link to his newsletter.
There's like bonuses if you want to pre-order it.
Anyways, he got a killer blurb, by the way.
By you or somebody else?
Better than me.
I mean, obviously, I'm the killerest of blurbs.
Cover of the cover of the book is Steve Kerr.
Oh, really?
Yeah.
Are they buddies?
They know each other.
but he just likes the book, yeah.
It's,
he says,
it's an absolutely beautiful book.
So people don't know,
Steve Kerr is the coach of the
Gold State Warriors.
Mm-hmm.
And himself,
I watched him play with Jordan.
I watched him play with Jordan back in the 90s.
Yeah.
So,
you know,
Jordan punched him the face once
in practice.
Remember that?
No.
Oh,
you don't remember that?
It was like big news.
First kind of a small guy.
He's like our size, isn't he?
He's probably 6-3,
but Jordan's 6-6.
Six, yeah.
So there you go.
That's all the things that are happening.
All right.
Let's move on to some questions.
All right. First questions from Corey.
The video is produced by SORA 2 look pretty good to me.
If this technology continues to advance, will this be the end of things like movies and television shows as we currently know them?
This seems to be a concern that people are having.
So when I was doing my research for this episode, there is lots of different concerns about Sora.
We talked about one on today's episode, which is will it kill social media.
But there's lots of other concerns, disinformation, et cetera.
one of the bigger concerns was is this the death of creativity.
This was actually, I think, the main argument in, you know, Casey Nystatt had an
video out.
We played a clip front back in the introduction.
But his main point, what he works to in this video is to argue that the SORA app running with SORA 2 is going to be basically the end of, like, creative industry as we know it.
I think, Jesse, we got a clip, right?
All right.
Let's listen to that.
Then I'll react to it.
Times a day.
If all you have to do today is type those words into an app and click a button and it gives you a TikTok video in one.
Then, like, YouTube can't be far behind where you just type in the YouTube video you want to see you.
You push the button and boom.
Quit your job for 100 grand.
Last person off the island keeps it.
Buy every seat on a plane give away.
Pote.
Come on.
Come on.
Good.
Next one.
Build the biggest vending machine.
It gives away cars.
And how many years away from Netflix?
You just type in like Jason born moon landing.
And go.
Generating.
So he's arguing this technology is going to take down visual mediums one after another.
Actually, that part there in the middle with Mr. Beasts was actually pretty funny.
He used Sora to produce a video.
This is like the type of thing you can do right now without the protections.
You can just make a video with someone in it who has no idea you're doing it.
He made a video of Mr. Bees using Sora at a computer.
It just frantically type it in like descriptions of video so that like Mr. Bees,
instead of making the videos, he's just like, I want to do this.
I want to do that.
It was actually a pretty good use of Sora.
So he argues it's going to take things one by one by one until it's Netflix movies and like, why would we do anything if we could just type in and get whatever we want?
I don't really think that is an issue.
And the reason why I don't think that is an issue is we have had over the generations all sorts of different quality levels of content.
And often the lower level, the lower quality level stuff is very, very engaging in the moment.
It could be like, ooh, I got to really watch this.
and yet we have not up to this point really seen a lot of examples of the existence of a lower quality high engagement stratum of content lead to the collapse of upper stratum, right?
Because like in the age of TikTok, we still got Chris Nolan's Oppenheimer.
TikTok videos are like easy to make.
There's a huge number of them.
They're incredibly compelling when you're looking at them.
They're hard to look away.
Oppenheimer's on the other end of the spectrum.
This is a movie that costs $250 million to make and it took all these years and it's very artistic or whatever.
People were happy for both of these to exist.
They've made a billion dollars in a box of the people who wanted to see that type of strata equality.
And they'll also separately look at the other stratum equality that is something like a TikTok video.
This is why, for example, you can have during the early 2000s on your TV, you have the same device.
you have the real housewives,
which is like super engaging
to watch.
And there's a lot of different series of them.
You can just turn it right on
and it doesn't require much.
You're just in it and it's like primal
and people are fighting and throwing drinks at each other's faces.
At the same time, you have the Sopranos on HBO.
Both stratums of quality exist,
the existence of a higher engagement.
And I would say it's higher engaging, right?
Like it's much easier to jump into a real housewives episode
than it is to get into like a difficult sopranos episode.
It's much easier to watch a TikTok video
than it is to try to like understand what like the time bending is that's going on in like Dunkirk or something like that.
They both exist.
So we don't.
I mean, we,
we often tell ourselves that the introduction of a lower stratum quality, higher engagement type of content is going to destabilize the foundations and the things on top falls.
But we really have not seen that historically.
And so, you know, I would just extrapolate from what we've seen so far.
So, yeah, we can we can introduce, you know, this new type of.
super engaging content.
This type, you know, it has different famous people in it.
Not really.
They're going to turn that off because of IP stuff.
It'll be visually very arresting in a way that TikTok is not because you don't actually
have to go to a place to make the things.
And it'll have its own sort of stratum there.
But I don't think it's going to collapse to the levels above it.
The only way this would happen is if Nice thought it was arguing that like somehow
eventually these models will produce things that are indistinguishable from like a top
movies. That's not exactly how that works. It's like really, really hard to make a movie and like
almost no ideas ever get made into the movie and it takes like auteur directors to just pull all
these pieces together in their vision. Maybe they'll use more AI and their effects or something like
that, but it's not going to be, I type the description of a movie and then it's made. So I'm not super
worried about that. I just think slop is slop. It is going to take over adjacent slop. I think
it's at the same strata. AI videos at the same strata as TikTok. And again, it's going to be
trouble once the economics get worked out. I think that's trouble for TikTok, but I don't think it's
trouble for like, you know, the next Paul Thomas Anderson movie, but maybe I'm just being naive,
but it hasn't happened yet. Hasn't happened yet. All right, who do we have next?
Next up is Dave. I'm an IT security engineer. AI coding tolls have allowed me to write scripts that
save me weeks of time. Would my time be better spent writing code from scratch or am I doing the best
thing by focusing on the problems and using all the tools that I have available to make solutions
quickly. Can I tell you what was programmed from scratch? No AI tools?
Your Halloween lights.
My Halloween lights. Demonstrate they were.
Timing down to the millisecond level, all built within a central timing loop.
Elegantly. At each iteration of the loop, like, you're just in the iteration of a loop and you have to keep track of what lights are on and not on and how do I need to move that and where is it? I got to randomize this thing and have an explosion.
Have you just always known how to do that stuff?
first.
Yeah, I've known how to like that type of coding.
Like, so I'm not like a full stack engineer anymore.
Like, I don't really know like the latest systems.
If you tell me to build like a commercial piece of software, I'm a theorist, I don't know.
But I've been coding since I was like seven.
But like that type of thing, give me a blank slate.
Like here's a microcontroller like build or whatever.
That was like 20 minutes.
I sit in the office.
Like, let's just roll.
You know, and I went for it.
I actually had a job for a while in college where there was a product.
There's a company in my town.
They built a product.
It was not that interesting,
but it was like a piece of,
it was for measuring the optical properties of film.
And it would like rotate things and shoot lasers through prisms and make measurements or whatever.
And the whole thing was run from a computer and they had like a special control card.
You would stick onto the motherboard of the computer that would allow you to like precisely control this thing.
But then the technology for using those old control boards is getting outdated.
And so they're like, what we really need to do is like control this whole thing.
by a microcontroller that's on the device itself.
And the computer should just send it a command, like,
oh, do a measurement.
And then, like, the microcontroller can, like,
precisely, you know, control everything and then just send the data back.
And my job was to do all that.
Like, here's a microcontroller.
Here's the thing.
And I programmed it from scratch, right?
So, like, I got really good.
And that was an assembler.
Nowadays is, like, my Halloween thing I can program.
It's like a C or C++ variant.
Or do we know stuff?
But back then, it was assembler.
Like, you were, like, you were in it.
And you were counting the,
the micro, the number of, the number of clock cycles required per instruction, you could count
those up to get timing.
Like, okay, each clock cycles is this many microseconds and the ad is going to take three
clock cycles.
But yeah, that type of stuff I love.
I love low level.
That type of thing I can do.
Even though I don't do, I don't build systems as a computer scientist.
Anyways, what I'm trying to say, Dave, is you're not a real man if you're not programming
a simpler from scratch.
Okay.
here's what I have to say about that, actually more seriously about it.
If you're in an engineering position and you're building a system that like there is some stakes,
it doesn't even have to be something that other people are using.
I'm not talking about like you're building a product that you're trying to release,
but like you're building a system that does things that's going to affect other people.
It's helping you like update password files or review like what's going on or clean out tickets or this or that.
You don't want to be purely vibe coding.
By purely vibe coding meaning like you're just asking an AI model to produce code
and your only way of measuring it is just you run it and see if it works or not.
And if it's not, you'll like tell it to fix some things.
You need to understand a code that's running whatever these scripts are that might affect other people.
You can use AI tools to help you produce that code or to help you debug that code or to give you like, hey, can you show me how I would do this thing?
But you have to know enough about whatever language and system you're using to be able to verify, like look at that code and see what it's doing.
To be able to audit yourself for a simple script and be like, okay,
oh, I see, I didn't know that command.
AI helped me get that.
So you can't be vibe coding if there's any stakes like this,
where it could affect outcomes for other people.
You've got to know what's going on.
It's fine.
I'm happy if you want to use AI to speed up the process of generating or checking or debugging code.
But you've got to actually understand, at least that's my computer science ethic.
You have to know enough about that programming language that know what's going on.
So AI should help you speed up something you already know how to do in this context,
not do something for you that you don't know how to do.
I think that's where we are, especially in an engineering position like that.
All right, who do we have next?
Next up is Pastor Alex.
I don't use social media.
What are your thoughts on substack?
Is this okay for me to use or are there similar negative consequences of what you've
recently discussed with social media?
You know what I do?
Pastor Alex is I program my own substack code in assembler and it runs on a microcontroller.
I'm a man.
And then you posted a account who,
I don't think this like I'm a man thing works when we're talking about programming languages on microcontrollers.
I think I need actually something more manly for that tag to actually work.
Okay.
In general email newsletters are something that I am bullish on because I think they're a great example of indie media.
It's taken van to the internet for distribution.
The spread more ideas than would otherwise be spreadable.
It's controlled by the person who writes it.
It's your content.
It's long form.
It's idiosyncratic.
a big fan of newsletters.
Substack, look, there's some issues with it to catch my attention.
They want to be more like a social platform.
They want you to move out of your inbox into their app.
They want it to be like all of these newsletters, like in TikTok, are somehow just
nuggets of content.
And you don't worry.
We'll help you find them.
We'll see what you like reading and we'll find other things.
You'll just kind of have this like stream of things you might be reading.
I think their model is they want to be, their aspiration,
is to be like an algorithmically curated magazine.
I don't love that.
I think email newsletters I think of as I have a reason why I want to hear what this person is writing, right?
Because I'm a big believer in distributed curation through webs of trust.
You don't have a machine just tell you, hey, here's something you might find interesting.
You actually find your way to someone through real people.
This person I already know and have a relationship with.
We have a link in the web of trust.
I know this person, I trust this person, either because I know I'm personally or just through their reputation.
They're now recommending this person.
This person is a good writer.
I can now add a link in that web of trust to this other person.
Because if this person trust them and I trust them, then I trust this other person as well.
So maybe I'll check out what they're doing.
I'm willing to possibly consume what they're doing.
And then maybe they're constantly talking about some other writer.
Well, that puts another link in my web of trust.
That's now someone that through this chain of trust I can trust is like a legitimate good
actor, good faith, it's interesting, it's stuff worth listening to. That's the way we used to
find writers, the way we used to find books, just the way we used to find, like, albums and stuff
like that. And I think that's a fantastic mode of curation. The internet is good for distribution
in this model. I can now see what this person has to read without having to like send away
for something or go find a book in a store. That's fantastic. But I don't necessarily
need the internet to help me find the person. Distributed Web to Trust are an incredibly
effective tool, in my opinion, for curation.
it handles like so many issues that we actually have about the internet today about, you know, actors that are acting in bad faith, or they're actively trying to deceive you, or they're like undermining values in ways, or they're, like, actually like agents of like another power, this or that.
A lot of that goes away when you use webs of trust, because when you're building up these chains of trust, it's very hard to build your linkage over to nonsense.
And it's very different, for example, than when you have a fully homogenized algorithmically curated type of setup, like TikTok.
Every TikTok video is the same.
everyone's treated the same.
I don't know where this video is coming from.
Is this really just like someone over in, you know,
like Arkansas who has an opinion on this world event?
Or is this like a bot that's coming out of like, you know, Pakistan?
I don't know.
Or on like Twitter.
Everything looks the exact same and stuff just kind of spreads to me that I see or don't see.
I like a world where I had to go from person to person to person making a real chain
and connection each way to get to someone else.
Because I'm not going to get the nonsense that way.
So I don't like that Substack is trying to move away from that.
I guess it's an engagement model.
There's just a constant stream of people you might want to hear writing.
That being said, so put that aside.
It is a boon for riders.
Substack is a boon for riders because they take out a lot of the complexity and expense
of taking advantage of that distribution model.
And I don't want to undercut that.
I think that is actually like a really, really big contribution to the world of ideas.
I do want to give Substack credit for that.
I'm independent fully.
I'm independent with my newsletter.
That's not easy.
It's not easy.
It's also expensive.
I don't know what we pay, Jesse, but I think it's like, we have a hundred something
thousand subscribers.
It's $30,000 a year easy just to host that newsletter, right?
So it's not, these are non-trivial expenses.
Now, I make money because I also have a podcast that is synergistic with the newsletter
and we work with a really good ad agency and we've been at this for a while and then
we have an income stream through ads that subsidized the other things.
That's a really hard thing we do.
And if I was just starting from scratch, my newsletter is getting popped.
I'm like, I don't have that type of money, right?
So I think that's a really good thing they do.
It's also complicated.
The software is complicated.
It's not too hard.
We use a really good provider.
But you know, you got to learn how this works.
And substack makes it easy.
Substack also has recommendations.
Like they'll recommend, as I talked about this thing that I'm a little bit wary about
as like algorithmic recommendations.
It does help people's list grow.
Though I'm kind of a believer in just like old-fashioned list growth.
It takes a lot longer.
but the people you gain are like bigger on your list.
So I won't cash shade on substack because it allows writers to just focus on writing
and not this like expense and complexity.
I mean,
we have someone who basically just like handles the newsletter from a technological perspective.
You know, substack writers don't need to worry about that.
So, so yeah, use it.
That's fine.
I think it's fine.
I think it's fine to use substack.
Just be wary when you consume about like the algorithmic duration.
and in general use manual chains of trust to find newsletters,
but I'm fine with substack.
I like that they make it cheap for people to actually do what they do.
I don't think there's a podcast equivalent of that.
But podcast, is there?
Like, if I wanted to host, I guess there must be.
Like, let's say I wanted to host a podcast,
and I don't want to just, like, pay money for it.
I don't know if that exists.
There probably is somewhere.
For some reason, that's way cheaper,
which never made sense to me.
Hosting podcast is way cheap.
than email newsletters.
Like, we don't pay that much money to host our podcast.
I don't know if people know how podcast technology works,
but like basically, we have a podcast,
you have a server somewhere you're paying just to put the sound files,
the MP3 files.
You just get uploaded to a server somewhere, right?
And then you also maintain an RSS feed,
which is like a machine readable, you know, XML file,
where every time you post a new, it's like a big text file,
and every time you post a new episode,
you add all the information to this file.
And it has like the title, the description, and a link,
like this is where the file is to download.
And all a podcast player is, like when you subscribe the podcast,
all you're saying is like, hey, keep checking on these RSS feeds a few times a day.
It loads them up and reads the text file.
And if there's a new episode, it puts the information in the player,
and it downloads the file from that server.
So the only thing you really need from a hosting perspective,
if you're a podcaster, is a place to store the files.
And that's like really cheap because I guess storing files and bandwidth for people
downloading files is
you know, it's like a commodity.
It's pretty cheap.
And even though
we'll have hundreds of thousands
of these files downloaded,
it's somehow like way cheaper
than having that many newsletters subscribers.
So I don't know.
Something about sending emails is expensive.
Something about downloading podcast is cheap.
So there you go.
A lesson economics.
All right.
We have some more questions to go about
AI and social media plus a bonus question
we added about an unrelated topic
that I just like talking about.
We also have a case study coming up
that will be good and a tweet from Sam Altman that I'm going to have to get into.
So all of this is still to come.
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All right, Jesse.
Let's get back to doing some more questions.
All right.
Who do we got next?
Next up we have Patricia.
I think it's realistic for most people to give up their smartphone.
However, if something is available only through a mobile app,
what are your thoughts on a family smartphone?
It's not tied to anybody in particular and it's there to purely cover specific needs.
I think it's a great idea.
I think a family smartphone app is great.
You have those type of apps on it you need for just like operating logistically in various parts of life
and you grab it when you need it.
get a cheap phone, keep it forever, keep it charged in the kitchen.
I actually just heard an interview with Warner Hurtzog on Conan O'Brien's podcast that he was actually talking about this.
Warner Hurtzog like famously is one of these people like Quentin Tarantino or like Aziz Ansari who do not use smartphones or he's never really used a smartphone.
He's too busy making like 30 movies a year.
But he told Conan he had to buy one recently.
Why?
Because the parking lots in a lot of European cities need a smartphone app for you to use it.
You have to use the app to actually like register your car so it doesn't get towed.
So he has some smartphone that he barely knows how to use and all it has on it is a parking app.
I think that's great.
And so if you're worried about, you know, having a fully service smartphone as being an unavoidable distraction, then yeah, have a family smartphone for when you need it.
That is a great idea, Patricia.
I recognize it.
All right, Jesse, we have our bonus question here, right?
It's on a topic outside of today's episode, but one that I like to talk about.
Yes, we do.
All right, who we got?
It's from Tim.
we write monthly articles for our company's internal weekly newsletter.
To minimize back and forth email communications, I set up a clear system and structure.
This past month, a member, didn't use the structure at all, but kept moving the conversation back to emails, even when I tried to move things into the system multiple times.
Which I do.
This is like pure a world without email.
If you haven't read that book, oh, man, I really get into like what happens with email, why it's destroyed work and what it looks like to not be beholden the email.
So Tim, I haven't talked about that book in a while, so you gave me an excuse to do so.
I have three different things to mention, and we can decide which of these three things are relevant to you.
All right.
So when it comes to putting in place systems or protocols that are an alternative that just send the emails back and forth,
you have to differentiate between a new protocol that a team is going to use, like internally,
versus a protocol that you're exposing to the outside world, like to other teams.
Or internal changes.
So when you say like, oh, we do an internal weekly newsletter,
there's like a team of writers who work on this together, and that's what you're talking
about.
Internally, email alternatives have to be bottom up with buy-in.
If you just come in and say, technically, I'm in charge of this team, here is how we are
communicating now.
It creates resentment and friction, and it really.
rarely works. People just don't like it.
They just don't. Even if it is like on paper a better idea,
they are going to have like a Cal Newport dart board up that they're going to be,
you know, throwing those darts at and they're going to be aiming for the groin,
if you know what I mean, right? It's not good. You got to have buy it. You have to be like,
hey, let us talk about what's going on. Here's why I'm worried about us just doing all
this with email. Here's the problems. Like I read this Cal Newport book, a world without email,
like all this context shifting. Like I think this is making us miserable. It's making us less
productive. We need some sort of protocol that's maybe a little bit more structured that will reduce
the main thing that you want to reduce, which is not messages, but it's unscheduled messages to
require responses because you're trying to prevent having to switch your context as much as
possible. All right, what should we do? That is a team you come up with this together.
You have buying and you say, great, what's our check-in rhythm once a month? All right, we'll check
back in and again a month. This isn't going to completely work. We'll fix the parts that aren't.
We'll try new things. We'll try to see what parts are working. That's the way you
change email with protocols within a team.
If it's external, so if what you're talking about here, for example, is you run the internal
editorial team, but then people from all over the company can send you stuff, like, be like,
hey, I want you to put this in the newsletter or something like that.
Then it's okay to have exposed a protocol interface and just say, this is what we use.
I think it's a really good idea.
I talk about in the book, World Without Email, the way that, like, this is the, this is how
they organize the Apollo program because there are so many different teams
between academia and through the government and through defense contractors.
They eventually essentially had the published communication protocols for communicating
between the teams.
Here is where the information comes and in what format we signed it off and when you do it
because otherwise it was too impossible.
It would be like too much information or whatever like that.
So I think that's fine.
If you're exposing a communication interface to the outside world or outside your team,
then you can just say this is the way we communicate.
And there, I think it is often sufficient to just pretend like stuff that's not in that protocol doesn't exist.
Or just say, you know, you send back, here's the instructions for like submitting to the newsletter.
And like, oh, okay, but just, hey, what about this?
Can you, you know what's going on here?
You know, like, these are the instructions for submitting to the newsletter.
You kind of, that's just it.
Like, you just sort of hold the line on that.
And a few people are like, oh, and then they'll kind of like stop participating most people will do it.
Third thing I want to say, if you do have one of these external interfaces,
and you're getting a lot of this pushback,
you also have to keep in mind that maybe your interface is bad.
And often the issue is you have too much friction.
People are busy. You're not their most important thing.
The thing that they're communicating to you with through your interface is probably something that's low down on their to-do list.
They just want to get it off there.
You do have to respect that about people.
So there's common friction points that really can make these external-facing protocol interfaces fail.
and you want to make sure you're not suffering from one of these.
The biggest one is making people have to switch systems.
That's a really big one.
It seems simple on paper, but it really is a problem for people.
If you're like, look, you've got to, you're going to have to log in and have a login
and log in some system and click on some drop-down menus.
And then there's some ambiguity about, like, what you're trying to do doesn't quite
fit into these forms.
And if it's too much like, I'm making you do a lot of my work for me, you get a lot of
this in, like internal bureaucracies.
Like, you've got to put this in and the code here and then click from this drop
down like what the things are like that type of friction like I have to switch to another system
or I have to fit what I'm doing into like an interface where what I'm doing might not cleanly
fit that really annoys people.
So what you want to look for is like low friction interfaces.
Let me give you an example.
At our department, for example, at Georgetown, like we have a weekly newsletter, you know,
for the department that goes out and people come up with like things they might want to submit or
this or that.
There's like a really nice protocol we have in place.
by me, it was really my department chair,
I figured this out.
I just admire it.
And it uses email,
but it doesn't use email in an ad hoc way of like,
let's just start talking to individual people.
There's a particular address you can use.
It's not associated with a single name,
but actually with a whole admin team
and the people in charge of communication.
You can just email something that you want to be included
to this address.
So it's very low friction for you as like the user interfacing with this newsletter.
I can just like forward because often like you'll get
something from a colleague like, oh, we should put this in the newsletter.
I can just hit forward and send that thing over.
But because the address is not associated with an individual person, I don't expect
to be a response.
I don't expect to be able to have like a back and forth interaction about it.
And then on the other end, there is, I believe in this case, we have a student, you
know, we have like student, not interns.
We have like student employees in the department.
You know, we pay hourly to do a bunch of different stuff.
And one of the things they do is they can monitor this address and they can take these
things and I don't know the whole back in, but they like put them all in a big Google Doc file.
And then there's like one time each week where the people who build the newsletter, the member of the admin staff who build the newsletter, they take what's in there and they format and send it out.
Before that, there is a weekly meeting that already exists of like the various directors like myself.
And we can just like look through that and be like, ah, that's not important.
That's not important.
Yeah, include this, include this.
No, include that.
And so we're already meeting.
That just adds like 30 seconds to our time.
all of this produces a newsletter where it's like very easy for people to submit things.
It's still curated.
It gets formatted nicely.
And how many unscheduled emails get sent that have to be responded to?
Zero.
And that is what you're often looking for.
All right.
So those are the three things.
Internally, if there's an internal protocol, you need buy in.
You can't just impose it.
If it's an external protocol, you can hold the line.
Dot, dot, dot.
But if it has too much friction in it, then maybe you need to make this a lower friction
protocol that still accomplishes the goal, which is not time, which is not message reduction,
but reducing the messages that require responses.
So there we go, a little world without email.
I can't resist sometimes, Jesse.
There are a lot of technology stuff going around we have to talk about right now.
Email sounds old fashion.
But it's at the core of so many people's, like, subjective experience of work day-to-day
and their subjective well-being.
So I can't help talking about it sometimes.
All right?
All right.
Let's get some case study, music.
All right.
where people send in their own accounts of applying the type of advice we talk about on this show
in their own life. Today's case study comes from Mike. All right, here's what Mike says.
As a creative, being on social media felt like a necessity, but often also a chore.
So I finally did a 30-day digital declutter as you describe in your book, Digital Minimalism.
I don't know why I waited so long. Here are my takeaways.
Just as other people have described, I was very antsy the first couple days.
However, it quickly subsided, and I got used to the slower, less anxious life.
It felt like I had more time in my day because I did.
I realized how little value I actually get from being on social media.
Now I get everything I need in real life.
Conversations are more robust as I don't need to see them on social media.
An unexpected benefit was I started making decisions faster and with more certainty.
It was like I got back to what I actually wanted for my life and not what someone on
Instagram was telling me to do.
I'm now at the stage of implementing rules for how to use the apps after my declutter ends.
I definitely think everyone should try this and enjoy the benefits.
All right, Mike, I appreciate that.
For those who don't know, in my book, Digital Minimalism,
which seems to be having kind of like a new renaissance, by the way, Jesse.
I think people are like looking for responses to the negative relationship they have with technology.
Like, well, I've got one for you.
It's in this nice book.
You can read it.
I recommend that book.
You take 30-day break from all your technology, so you can rediscus
like what you actually care about through experimentation and reflection,
figure out your values, what you really want to do in your life,
and then only add back technologies that directly support those values.
And when you do, put clear rules around them for when and how you use them.
So instead of having to have a real reason not to use a technology,
you have to have a real reason to use it.
And once you know why you're using it,
you can put clear rules around it because if my value is X,
then why am I looking at my phone when I'm in the bathroom?
That's unrelated to that.
So digital clutter is a good way to sort of jumpstart a new relationship
with all your tools, so I'm glad things went well with Mike.
Yeah, I mean, that's one of the big things I hear from people is
they're surprised by how much brain space social media was taken up.
And my brain space, like emotional space, psychological space, like energy being burnt
in this sort of like simmering fire in the background or whatever.
It's like baseball fans feel, you know, I have a friend's a big Tigers fan.
I'm just thinking about how much mental energy the last couple of weeks
burnt up for them, right?
Because it's just, you know, it's tough.
Your team, it's suspenseful.
And then finally you don't win.
And then they're immediately talking about, you know,
train your pitcher.
Mad Dog was so upset that he only pitched six innings in the final game.
Trust me.
He's like, he took him out.
I was on a long text thread about this.
Yeah, I know what you're talking about.
And what I thought about is like,
okay, this, of course, is valid.
Like your team, your longtime Tigers fan,
you got, this is going to eat up a lot of mental space.
That's most people all the time because of social media.
Like you have that same level of like smoldering background.
Like I have to talk about it or whatever.
It makes sense when it's like your baseball team in his two weeks.
That's the joys of October.
But for a lot of people, it is they're always,
they're always living in a constant state of being like a Detroit fan after scuba
was taken out in the sixth.
That's like they're every day.
That is exhausting.
And I don't think people realize that until they actually step away from it.
So yeah, read that book.
Digital minimalism.
Often it's a weird thing about these books, Jesse.
It's like when you're writing them.
When you're in the world, you're like, this is way too late.
But it's, you're almost always too early.
Yeah.
You know, I was like, oh, it's too late.
People already know, like, their phones are, they have a problem with it.
It's like now that people are getting around to it.
Or it's like when John Haidt wrote The Ancient Generation last year.
We knew, like, experts like, yeah, we've been talking about this since 2017.
Like, it's too late.
No, people weren't ready until then.
So, yeah, digital minimalism.
It came out in 2019, but it's more relevant now than it ever has been.
All right.
Do we have a call this week?
Yes.
All right.
Oh, it's also about phones and all that type of stuff.
All right, let's hear this call.
Hey, Cal and Jesse.
This is Antonio from Los Angeles.
I followed your advice years ago, and I gave my son a dumb phone.
When he turned 16, I gave him a smartphone.
He has yet to download any social media.
So I think that was kind of spectacular, kind of your advice in action.
My daughter now is 13, and I gave her the same dumb phone.
However, she is sort of using the text threads, sort of as a de facto social media.
So she's on two or three different text threads.
She'll wake up and there'll be 7,487 messages.
And I don't quite know how to regulate that or how to help her make different choices.
I'm wondering if you have any advice about that.
Thank you so much for what you've been doing.
And I do love the newsletter.
That's a new new thing for me.
All right, Antonio, thanks for that question.
I have strong thoughts about all this.
I'm actually giving a talk.
The day you're hearing this,
I'm giving another talk about my kid's school about like phones.
And actually the title of the talk I'm giving today,
the day you're hearing this is when should I get my kid a smartphone?
I'm giving to elementary school age parents.
So I think a lot about these things.
Okay.
So first of all, I like the story about your son.
That's partially why.
16 is considered like a good time to wait till social media because you're done with puberty,
you have well-established social groups, and your social identity is in place.
So you're a lot less malleable at that point.
And then when you bring it in, it's sort of more like when an adult gets into it.
You can still end up using it too much, but it doesn't have that same impact that if you bring those tools into your life when you're still forming your social identity,
when you're still prepubescent or going through puberty and you have all those chemicals or reconfigurations of your brain,
and you're still trying to find like, you know,
clea from the parental community tribal diet
and sort of prove yourself you into a tribe of your own.
Like all these things happen around that time
where you really don't want that technology, you know, in your face.
That being said, when it comes to social, digital sociality,
there is a big gender divide and you're seeing that, you know,
these are all just bell curves and there's people on either ends of these bell curves.
But in general, young women and girls are more queued in onto the social technology
than young men or boys are.
So this is why your son probably had an easier time with it.
You need to be wary about digital sociality.
That's the terminology for sort of any socializing that's happening largely through the digital
exchange of text or images.
So what you would do on text threads or WhatsApp or what you would do on something like
Snapchat.
You've got to be wary about it for a few reasons.
One is when you're communicating, especially linguistically, so through text, there's a lot
of the parts of your brain that are part of normal social interaction that we evolved over a couple
hundred thousand years, guard rails, guard rails to like keep you a reasonable human being
and to maintain relationships in a way that's going to allow you to have a long-term relationship
in your tribe. A lot of those guardrails are not activated when the communication is happening
with words because they don't know that you're communicating with someone. Yeah, your frontal
cortex does, like rationally. You have some new nerve bundles that recognize, like this text
is texting to someone else, but like these deep type of social guardrails, they evolved in a time
where there was no written language.
They don't know about texting.
So they're tuned down.
So people get nasty.
People say things they wouldn't say before.
With girls, it's less, I want to understand talking when I give these talks.
Middle school girls will tell me it's often less about like, I'm going to say something
mean to you.
It's way more subtle knife digging than that.
It's like, okay, here's what I'm going to do.
You weren't invited to this thing.
and so I'm going to find a way to mention it
in like a very happy way
like isn't that really funny or lull
and put a lot of emojis or whatever
but really the whole point of that
was to make you feel bad
you probably wouldn't have done that in person
right so guardrails are down
it's it's uh so it's more sharp right
you have more opportunities for these sort of negative interactions
two it's exhausting
it uses a lot of mental energy
to be in the middle of a social interactions
like when you come back from a party you're exhausted or whatever
and that's fine
should be mentally expensive, especially when you really care about it, like you're, you know,
your PMS and like teenager or whatever.
But when you have those conversations and ubiquitous access to a phone, you never get a break
from it.
You wake up to them.
When you go to bed, you're still working on them.
When you're at home, you never get a break where I am just safe from having to navigate
this complicated overly sharp guardrail turned down sociology.
I never get a break from it.
It follows me everywhere.
And that is really exhausting.
And it is a burden that you don't want to play.
upon your kid.
So digital sociality is something that we really worry about.
So if your kid is using the dumb phone to basically be in a world of sort of constant digital
sociality, I would change that.
And there's a couple things you could do there.
The big one I would do is I do not believe in the model of here is your dumb phone.
You don't have a phone.
I have a phone.
I bought a phone.
I'm paying for this by the month.
The family owns this phone.
If you're going somewhere where for logistical reasons, you need to be able to like,
call us to pick you up or whatever,
you can take one of the family phones with you.
That's how we do in our family.
We have a couple different dumb phones.
They're both terrible to use.
They're not owned by any of our kids.
They're there if like,
okay, my oldest needs to take the city bus to baseball practice.
Take one of the family phones with you today
so that you can let us know if there's like a problem with the bus ride.
And when you get home,
you put it back.
So he doesn't have a sense of ownership of a communication technology.
I think that is really important when you have excessive digital
sociality.
Then you might say, well, they can't be cut off completely.
There's all this texting going on.
Well, they can be cut off a lot.
And what you can offer them is we will set up a family iPad that has an I message on it.
And you can be a part of groups on that.
That's fine.
But your time to do that's going to be like your time to watch TV.
There will be like certain times.
Like you can go do some group messaging now if you want.
So you could still sort of be involved in these things, half hour here, like after dinner or before dinner.
But then that and downstairs where we can see you,
you don't get an iPad in your room.
I don't get this where people are like,
I would never let my kid have a phone.
But man, they're up in their room a lot, you know,
with the door locked with their iPad.
iPad's just a bad phone, guys.
Like, you have access to all the same stuff.
So you can go group texts in the living room now.
And if you want to do that instead of watching a show for 20 minutes and then this iPad
comes back to me.
Not yours.
You don't own it.
That is giving relief to your kid.
You're like, okay, there's no way I could be communicating right now.
I don't have to worry about it.
And what happens is that their friends.
adapt to it. Oh, okay. So and so has like a dad that listens to Cal Newport. They all know and
curse my name. Like my name kind of gets out there more and more. I'm kind of like a boogeyman,
right? It's or it's sort of like in the mindset of like the American teenager, the crampist,
like evil figure that comes in is John Hight and I'm kind of like the, his like evil sidekick me.
Like the less known, but sort of I come in and help him like steal, you know, your toys. That's kind of
the way they see us. That's okay. Like, oh, my dad's like a Cal Newport guy.
So I can only be on these somewhat.
The people adjust.
And the groups you don't want to be a part of, they're really mean,
and they're like, you don't want to be in those groups anyways,
and you're real friends that you're doing other stuff with.
They're like, yeah, we just know.
That's just the way you are.
But I feel strongly about digital sociality we have to be careful about.
So that phone is not hers.
That phone is yours.
He just needs it if she needs it for logistics.
Group chat is like watching TV.
There's a few times we'll let you do it.
She will survive until she's 16.
And she'll thank you for it in the end.
All right.
I believe we are ready for our final segment.
I want to react.
I'm going to kind of close up our discussion today of social media versus AI by checking in with our friend Sam Altman.
Right.
So they released this SORA app, as Hank Green called it, tick slop to try to make money by producing a lot of these videos.
What else have they been up to recently?
I want to bring a tweet up here on the screen.
this was from last week.
Here's Sam Altman.
He starts by saying we made chat GPT pretty restrictive
to make sure that we were being careful with mental health issues.
We realized this made it less useful, enjoyable to many users
who had no mental health problems,
but given the series of the issue, we want to get this right.
Now that we have been able to mitigate the serious mental health issues
and have new tools,
we are going to be able to safely relax the restrictions in most cases.
In a few weeks, we plan to put out a new version of chat GPT
that allows people to have a personality that behaves more.
like what people liked about 4.0.
If you want your chat CBD to respond
in a very human way or use a ton of emoji or
act like a friend, chat GPT should do it
too. In December,
in December, as we roll out age gating more
fully, and as part of our treat adult users
like adult principles, we will allow even
more like erotica for
verified adults.
The bad news is he goes on
the clarify, all of the
AI generated erotica will feature
him. So I don't
if that's, this is going to put his face on everyone.
So it's kind of like there's good and there's bad.
But I guess if you own the company,
a lot of.
All right.
Let me tell you,
let me tell you if you're an open AI monitor,
what this all means.
Things aren't going well over at open AI.
That is the only way I can think to interpret SORA
followed by this announcement of,
we're going to turn on erotica in chat GPT.
Let me explain why.
It wasn't that long ago.
that if you listen to Sam Altman or you listen to Dario Amadeh,
we were still talking in terms of the world was about to be transformed.
It was, what, four months ago that Sam Altman was on Theo Vaughn's podcast,
comparing himself to Oppenheimer and the pending release of GP5 to the Trinity Atomic Bomb Test.
It was July that Dario Amade was going around saying, like, look,
we're going to, like, automate half of white collar jobs.
it's going to be a bloodbath.
Like, you know, I don't even know who's going to be employed anymore.
And we had studies coming out.
They were trying to identify, like, who would not be affected by AI.
There's literally a study that I read that very helpfully identified that the safest job in the near future is going to be a dredge operator.
So I guess if you're on a dredge barge operating it, you're, like, less likely to be whatever.
So we were in this place until very recently.
where the reason why there were so many hundreds of billions of dollars being invested in these technologies
is because they were going to automate huge parts of the economy.
Remember, Sam Altman in 2021, wrote or 2022, put out that essay, Morris Law for Everything,
where he said, this technology is going to take over everything.
We have to just have a new tax system in place that basically like taxes, equity,
wealth, because there's going to be just like three companies that do everything with their software.
And you're just going to need to come and we're going to have all the money.
So you're just going to have like each year take 20% of the money.
and distributed the people so there's not riots in the street.
Like that was the path they were on.
Now, what are we seeing?
They're saying maybe we can sell ads against AI generated videos of, you know,
Stephen Hawking being pushed into a pool.
Maybe we can sell ads like among chat chachipit feeds of erotica.
This means that something has shifted in open AI.
They realize the change the world impact that they were on.
to get there or die type of trajectory, that's not going to happen.
Because GPT-5 wasn't a massive leap over GPT-4.
It wasn't a massive leap over 4-5.
They couldn't scale their way to artificial general intelligence.
Most of their improvements on the tech side, for example, was coming from fine-tuning
what was basically like a 4-4-5 model to do well on very particular task or benchmarks that
happened to be well-suited this synthetic dataset tuning.
it wasn't becoming like generally aware.
They were seeing that even though this was supposed to be 2025 was supposed to be the year of the agents,
that trying to run automated processes off of LLM queries just doesn't work.
They're just not reliable enough.
They make things up.
They don't understand what you're saying.
And if you just automatically like query an LLM and then take action of what it says, it's disaster.
That's why no one has agents.
No one's automating anything.
They use cases that are emerging.
There are good ones.
And they're very useful cases because it's very powerful technology.
are not the use cases that a trillion dollar
enough to support a trillion dollar company
or a $500 billion company like it is now.
This is why there's also these shenanigans going on
where the Navidia deal with OpenAI
where I'm going to pay you $100 billion for this
and you're going to pay me $100 billion back
and then we're going to kind of hope that there's a stock market inflation
and in that arbitrage to somehow makes a difference.
There's a great article about this in the journal recently.
You know what the last time those type of deals were going on was?
It was in the Enron era.
with all those fiber companies right before they all went out of business in the late 90s, early 2000s.
So I think this is a mark.
This shift towards a tension economy slop that we've seen in the last like month from OpenAI is a signal that they're in trouble because it was super expensive to build these models.
And though they're cool, they're not going to take over the economy and make them the only company left and be the last invention that anyone ever needs to make.
And now they're like, how do we make money?
We're making some, like they do pretty well selling chat, QPD subscriptions.
but they need to like 10x that to really capture their their cap x expenses so they're now
starting to flail that's the way i see these two stories so what we started with building a
ticot clone to what we ended with saying uh let's just try to make the chat feed as like
whatever brainstem engaging we can and by the way they're going to sell ads on all this of course
they hired a major a major ad expert onto their executive team earlier in the summer i mean this is
what they're going to do is try to sell ads on just brainstem stimulation.
I see this as the fall of like a once super ambitious, exciting company with visions for changing
the world.
And now they're hoping they're just sort of like slop their way towards profitability.
And maybe other breakthroughs are coming and I'll be wrong.
But then I'm not a stock market analyst and I'm just a technology guy.
I'm just saying I think these two things together is not a good sign if you were really
on the team of we're like a year away from open AI changing everything.
So there we go.
Not good news, Jesse.
But we'll see.
All right, that's all the time we have.
Thank you for listening to the show.
We will be back next week with another episode.
And until then, as always, stay deep.
Hi, it's Cal here.
One more thing before you go.
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