Founder's Story - Ex Meta Executive Reveals Why Your AI Bill Is About To Explode | Ep. 408 with Cylton Collymore Founder of Sirsi

Episode Date: June 15, 2026

Daniel and Clyton Collymore dive into one of the biggest questions facing founders right now: what happens when AI becomes essential, but the cost and control of that AI sits in someone else’s cloud.... Clyton explains why he believes LLMs are still “book smart, not street smart,” why giving AI agents full access to your computer is like handing your bank account to someone on a second date, and why the future may shift toward local or on-prem AI systems. The conversation also turns personal as Clyton shares how being laid off from Meta after his 50th birthday forced him into Plan A, why Sirsi is his contribution, and why access—not talent—is the real bottleneck holding back the next generation of builders. Key Discussion Points Clyton pushes back on the AGI hype, arguing that LLMs present well but are still limited, comparing them to someone who can pass every quiz but struggles with real-world “street smart” reasoning. He warns founders about giving AI agents full access to their computers, phones, finances, and private data, comparing it to giving a new relationship access to your bank account on the second date. Clyton explains that agentic systems should support human intelligence, not replace it, especially in roles like cybersecurity where human judgment is needed as the “tiebreaker.” He shares the deeper vision behind Sirsi: giving people and companies AI efficiency without requiring them to become AI experts or build an AI company from scratch. The conversation explores why talent is everywhere, from government to Meta to Howard University, and why the future depends on expanding access, encouragement, tools, and visibility for more builders. Clyton opens up about being laid off from Meta in 2023 and realizing that Plan B was not enough, saying that if you have a Plan B, you do not really have a plan. He gives founders a blunt lesson on equity: do not give away shares casually, because equity is not candy, it is a claim on your time, effort, and future money. Clyton explains why he is betting against the purely cloud-centric AI model, arguing that inference costs, token economics, outages, and lack of control will push more AI back to local devices and on-prem systems. He compares token economics to Chuck E. Cheese at trillion-dollar scale, warning that today’s AI usage is subsidized by investor capital and that prices are already shifting upward. The episode closes with Clyton pointing toward a hybrid AI future where frontier cloud models still exist, but daily business AI increasingly runs closer to the user through local hardware and private systems. Takeaways AI agents are powerful, but founders should not confuse convenience with safety, especially when private data, financial systems, and company operations are involved. The next AI advantage may not be who has the best prompt, but who controls their infrastructure, costs, data, and inference layer. Equity is one of the most expensive things a founder can give away, because it represents a claim on years of work, not just a future payout. Access is the real unlock: more people building with better tools could create a much larger economy and surface talent that traditional systems overlook. The current AI land grab is being subsidized, and founders should prepare for a world where token costs, cloud dependence, and AI usage become real operating expenses. Closing Thoughts Clyton Collymore brings a rare mix of government, cybersecurity, big tech, and founder perspective to the AI conversation. This episode is not anti-AI, it is a warning against using AI blindly before understanding the cost, control, and security tradeoffs. His message to founders is clear: use AI, but do not outsource your company’s future to systems you do not control.   Get up to $200 off Square hardware when you sign up at square.com/go/founder! #squarepod ○ Please make sure to hyperlink this in the YT/Social/Podcast descriptions Limited Time Offer – Get Huel today with my exclusive offer of 15% OFF online with my code FOUNDER at huel.com/founder. New Customers Only. Thank you to Huel for partnering and supporting our show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Starting point is 00:00:00 A black guy who's not a software engineer is not going to get another job in Silicon Valley. It's just the truth. It took me three years of not having a full-time job to get to the point of being able to release Searcy later this year. If you have a plan B, you don't have a plan. I've talked to a lot of people, and I don't always learn a lot of things from everyone. I learned a lot today, man. The things that I predicted in my thesis in 2023 all actually happened. If you have the ability to have that type of vision before these things are real, I can't imagine
Starting point is 00:00:37 what you would do with some money. I don't think AGI is necessarily achievable through LLMs. They're still fairly dumb. So Silton, there's so much talk about AGI. Is it a thing? Is it not? I was just watching the Claude, our Anthropic founder talking about in the next one to two years, we can be at a place that is what he, I don't want to say quoted, but he would say it's unimaginable where we will be at. And I wonder,
Starting point is 00:01:13 what does that mean for humanity? The builders don't even know what it means in one to two years. Well, you may or may not be right. Know that they release, well, they have an internal coded implementation of Claude, called mythos, that they were concerned about, concerned about controlling, concerned about managing. They didn't really outline in depth.
Starting point is 00:01:42 And I know lots of different sort of tech pundits went in and said, oh, my God, it found every single flaw in every single OS in the world. And only three companies can get to see it. And the U.S. government has it, right? So I think it may be a little bit of hype, a little bit of marketing. The reason why is because, one, I don't think AGI is necessarily achievable through LLMs. They're still fairly dumb. They just really present well, right?
Starting point is 00:02:14 It's like the kid that could pass every quiz, but if you have a conversation outside a class with it, like, what? Right? Like, how do I put peanut butter on Brett? Like, just, you're like book smart, but they're like book smart, but not street smart, right? So AGI and ASI would require that level of street smarts and individual motion, right? Like they would have to have impulses to do things. As we look into the future, I do see the LLM, so the large language model, which is the base of what people think is AI, and AI is not large language models.
Starting point is 00:02:53 It's a component, right? Large language are a component of that. I see that changing, and I see that becoming other types of systems that enable AI. I don't think that the public will have control or visibility into those things. I think that those systems will be hidden, and then the things that we get is kind of like the retail version, right? You don't really get like, you can chat to it, right? But the stuff that really controls water systems or space systems or aviation systems or electrical, that stuff is not going to mean. And when you unify those things at that point, when intelligence becomes inferential on real world things, right, traffic, right?
Starting point is 00:03:44 Where are we? Where is Silton in his day, right? And starts collating all of these different items that we use to make decisions at this. that point will be much closer. I like what you said that it's book smart, but not street smart, because it doesn't feel street smart because I ask it street smart questions and it can only tell me about peanut butter sandwich. Now, I have a lot of friends who are like, hey, I gave Claw code my whole computer and my life and I said, manage it. It's amazing. And I can't help but ask. I think of like cyber risk. I'm like, wait a minute, you give an AI agent that you don't really understand. And we don't, I don't know if we know enough yet. And I don't know a huge
Starting point is 00:04:28 amount. Yeah. So I'm not an expert. I'm like, but I'm thinking like, I don't know if I can give an AI agent all this access and information, especially something that's like open sourced. Right. So I liken it to dating. Support for today's episode comes from Square. And this one's personal for me because when I started out, I was running a men's grooming business. selling products at events. I could take a card anywhere and just focus on a customer in front of me. That stuck with me. Square is the business platform that helps sellers become neighborhood favorites. Whether you're gearing up for a busy season or just keeping up with everyday demand, it keeps things running smoothly from payments and POS to online orders, inventory, and staff all in one place.
Starting point is 00:05:17 Back when I was juggling events and on-site barbers, having everything in one system instead of a pile of tools, would have saved me so much time. Square helps you run your business more smoothly, bringing payments, operations, and insights together at one place. So you're ready for whatever is next. Right now, listeners can get up to $200 off Square hardware when you sign up as Square.com slash go slash founder. That's S-Q-U-A-R-E dot com slash go-slash founder.
Starting point is 00:05:46 Get started with Square and build a setup that works the way you do. I've been in, so I started my career. doing cyber security relationship dating not even open relationship so I started my career in cybersecurity in earnest in 1998 right so I just come out of like working at the White House Office of Science and technology policy and then I started working at state department working in both their OIG office and then moving into their cybersecurity group okay and so my background would look at at how systems interact with people, what type of controls need to be on people's data is very slanted, right? I feel like people don't protect data very well. And I don't use claw bot or
Starting point is 00:06:41 Nemo claw or any of those things. And it's not because they're bad, right? It's because when I started dating, my wife, I didn't give her access to my bank account on the second date. I didn't sign over the deed to houses and to property and whatever else. If you really want to find out things about someone, going to their computer or even better, their phone, their phone holds all their secrets, right, your financial secrets, your conversational secrets, your purchase secrets, right? What did you buy at CVS yesterday? Right. And now you're handing it over to this person you just met, Claude, and you're giving them free reign on the credit card, free reign to answer your doorbell, you're giving them keys, and I just say why. As a society, are we in such a deficit to
Starting point is 00:07:37 hand over things to other people and to other people's systems, and we're in a rush to do it? It's just, it's confusing, but I do understand that society as a whole is looking for a better alternative to what currently exists. And so this seems like a new path. I mean, it's really interesting. And I think it's driven by a lot of these new startups who I was just at an event and every single startup was doing AI agents. And I asked each one like, so is your goal to replace humans? And they all said, no. But I'm like, but how is that possible? Of course that is your goal. There's a company who's like, I they created this AI CEO and then now they're like now we have an AI team that your AI CEO manages I'm like that is of course that's the goal like just be honest like that is
Starting point is 00:08:30 100% the goal and I don't know if that is a good thing or a bad thing so when I started Cersie in 22 the idea came to me on creating a gentic acceleration because the idea that A company requires five HR people for vice presidents. To get some work done is like, it really doesn't. And in fact, if we enabled, when I was young, I used to play Shadow Run. There's a version of Dungeon and Dragons that was very dystopian and modern, right?
Starting point is 00:09:13 And it's the idea that corporations ran the world and not nation states, okay? So one of my ideas when I was a younger person was, wow, what if when everyone was born, you didn't just get a social security number, but you got an AI, right? And that AI would work for you as a, as a newborn until you were 18, and whatever it accumulated in terms of resources, right, would be yours. But you wouldn't be able to make decisions until you were 18. then when you're 18, then you took over that AI and you had presence, right?
Starting point is 00:09:51 That's interesting. That's agency, right? That's something that could work. In a corporate environment, if I'm your chief cyber officer, I can't see everything. I can't touch all the surfaces that I need to touch. I can't pull all the levers. I can't, right? I can't do that.
Starting point is 00:10:10 But what I can do is I can be the tiebreaker. I can be the intelligence behind what looks right and then what's written to look like it's right. And so if we use agentic systems to support human intelligence rather than replace human intelligence, then we're using it the right way. They say, oh, you're doing it wrong. You're using, you're holding your phone wrong. That's why the calls are, no, that's not what, right? we can't see the human intelligence and the human agency to compute agency and agentic systems.
Starting point is 00:10:49 They should work together. I want an AI to do my work for me, to be honest. Like, I don't, there's so much work I don't like to do and I don't want to do. And I'm hoping. So when you think about a state department, meta, Brown, now, CIRC, Yeah. At what moment in your life out of those things did you feel like I've made it? I've made it? Yeah, like this is success for me.
Starting point is 00:11:17 I don't feel like I've made it. I have a nine-year-old and I teach her fractions and how fractions and percentages and decimals are really the same thing. But you have to have a method of how do you convert one to the other on the fly in your life? Have I made it? I've outlived most of my heroes that I grew up, Martin Luther King and JFK and all those people left us before they were 46 years old. Have I made it? I haven't outdone them yet, right?
Starting point is 00:11:56 I haven't impacted society in a way that is indelible yet, right? But I believe that it's coming, right? I believe that Searcy is my contribution. It's a way forward for people who don't have the time or interest to learn about AI. You don't need to know any AI to use Searcy. It's for people who might not have the time or the resources or the skill set to build an AI company, but want to run a company that is AI efficient. Quick one, before we get back into it, I'll be honest.
Starting point is 00:12:34 the stress of building this business put weight on me. No time for the gym, no time to eat right. I'd skip lunch, grab whatever was closest. Then I called myself in a photo and barely recognized the guy looking back. That was my wake-up call. So I made a change and Huell has a major part of that. That's H-U-E-L black addition powder, nutritionally complete meal, not a protein powder. One scoop gives me 40 grams of protein, 27 essential vitamins and minerals, no artificial. official sweeteners and flexible flavors. I can mix to taste. Chocolate is my favorite.
Starting point is 00:13:09 It keeps me full for hours, and nutrition went from the thing I always skip to one less decision. If you're optimizing everything else about how you build, this is the simplest part to fix. Limited time offer. Stop letting nutrition be the thing that falls off when you are building. Get Huell today with my exclusive offer of 15% off online with my code founder at Huell.com slash found. New customers only.
Starting point is 00:13:36 Thank you to Hewell for partnering and supporting the show. That's what CERC's for. And so if I can get this into the hands of a million people that I don't know, never met and never will, and it changes their life, at that point, I feel like I will have made it. I love the impact. I think we're in a place now where we can really create something that makes a big impact where before 20, 30 years ago, it was very hard to do, right? You needed a gazillion dollars and resources and things. Now you could start with something and idea and you can create it. When you think about working at the state,
Starting point is 00:14:16 I know you led cyber risk for top 10 banks, the Federal Reserve, you metta. You must have seen some things that most people might not be privy to. Is there something that you can share? Well, I'll say this. And this is having worked across all the surfaces of government, private sector, big tech, banking. Talent is everywhere. There is no place that I've been where I've worked with talentless people.
Starting point is 00:14:52 I know government gets a bad rap, but some of the best workers, some of the best employees, some of the best minds that I've ever worked with in my lifetime. were in the government. And the difference was that their vision wasn't necessarily tied to financial gain and sort of shareholder type game. They wanted to do something. I also went to Howard University, right? And a lot of people kind of missed that in my, in my bio.
Starting point is 00:15:25 So I went to an Ivy League school for undergrad. I went to Howard University for grad school, which is a historically black college university. and then I went to Chicago booth, which is a pretty elite business school, right? The most brilliant undergrads I've ever encountered were at Howard University. And so the thing is you cannot, you cannot pigeonhole or believe
Starting point is 00:15:49 that the only place you'll find talent are in the places that have historically been tagged as great places to work and great places to be. And so my goal, is to look around the world, right, and enable people from around the world to take the resources that they have and then share it. Like, share their talents, share their resources, share those type of things. It's really important that we don't, I'm proud of my achievements and sort of the places that I've gone and all the shingles, but I don't hang my hat on any of those.
Starting point is 00:16:33 any of those shingles as being definitive of what I know, what I can do. What have I seen? I've seen things that'll make your hair stand on end because you'll watch the news and then you'll read the report in the system and you're like, that's not what really happened, right? But I want everyone to know that there are people who are employed in different places, whether it's in a government or in a private sector, who actually really do care, right? If you're like, oh, I hate META, there are people at META who actually really care about you.
Starting point is 00:17:09 They care about your children. They care about your privacy, right? They care about your ability to communicate securely. There are people at the Federal Reserve who actually care that your money is safe. There are people at the State Department who care whether your passport or visa work and that they're not stolen or misused, right? So there are people there, and I need people to understand that we're out here. The people who care were not just all, even if we chase financial benefit, there are people who actually care about people because that's why all these systems exist in the first place.
Starting point is 00:17:43 I got to say, I appreciate you for a few reasons, but one is I like to joke that I went to the Harvard of online schools. I went to some crap. I dropped out of college and I went back because my wife said she wouldn't marry me if I didn't have a college degree. I got a degree online, which I always joke about when people ask me. what school I went to because no one's ever heard of it. It's some online school. I appreciate that. There's amazing people.
Starting point is 00:18:09 When you think about that, I'm curious what you think about this. Do you feel there's a racial divide in who is building technology now? For example, if you were to look at maybe Howard today, is there enough people there that are building the technologies like AI and such? But I think that there may be a divide at the highest echelon. So think of it as like C-suite versus the rest of the of a corporation, right? You'll find everyone in a jumble sort of lower down.
Starting point is 00:18:45 But as the pyramid gets thinner, it starts changing in its demographic. But we are at an extraordinary point in time right now where, You don't need to work at Meta to build a $100 million company. You don't need to have gone to Carnegie Mellon, which is one of the most brilliant places to go to school, right? Or Purdue or Stanford or, you don't have to have a pedigree to manifest your idea. And that's the most powerful thing that we have in our arsenal as humans to know that the future could be good.
Starting point is 00:19:28 I don't know how good, but I know that there is still a chance. There's 8 billion minds that are at work every day. And if we just give them a sliver of access, who knows what we could create? We could create an economy that's 10 times the size of our economy if we let more people in. Or if we just give people more access, more access to phones, more access to Internet, and more access to tools. And so I'm actually optimistic. I don't necessarily think it's on racial divides,
Starting point is 00:20:07 although that's what's visible, right? I think it's an access problem. I also think, and I'll cut my answer a little bit shorter, I also think that when I talk about access, what I also mean is encouragement, right? Because if certain people go in front of a VC with a billion dollar idea, it doesn't matter how good their idea.
Starting point is 00:20:32 They don't look the part. The stamps, they don't have the stamps, right? You didn't go here, you didn't do that. You don't know my son or daughter. You're not at the country club or whatever it is, right? And so those type of things that are encouragement signals to individuals are very weak. They're still aligned towards sort of an old boy system.
Starting point is 00:20:57 What we need is more founder's stories. We need more founder's stories in more places where more people can recognize each other, encourage each other, push each other so that no matter where you come from, there is a lane for you and for people to know about the good things that you're building or thinking about. I love it. So when I think back, some point in my life, somebody told me that I couldn't do something. and because of that, it motivated me to move up in a corporate environment. And I got pretty comfortable.
Starting point is 00:21:33 And then I was basically forced to leave that environment, which is why I started my business. Or I should say, went all it because I was doing it on the side. But the only way the push for me to go all in was I needed to be pushed in that direction. You work very comfortable, I imagine. At MEDA, you could have continued to move up, but you decided to leave. What was that moment like? Well, I didn't decide to leave, just like you. I was asked to leave along with 20,000 other people in January of 2023.
Starting point is 00:22:06 And then what I realized, it was actually the day after my 50th birthday, I said, oh, okay, a black guy who's not a software engineer is not going to get another job in Silicon Valley. It's just the truth. and even if I was a software and engineer, I'm 50. It's not going to happen. And to your point, what people need to realize is if you have a plan B, you don't have a plan. A is the way to cite the Mandalorian. This is the way.
Starting point is 00:22:47 So whatever it is that gets you out of bed and motivates you, whatever it is that you stay up late at night thinking about or dreaming about, that's the thing you go and do. People sometimes are looking for overnight sensations or, right, overnight success. And what they don't realize is that literally every overnight success took 10 years. Someone was putting in the work behind the scenes for 10 years. So go all in, don't give up. It took me three years of not having a full-time job to get to the point of being able to release Searcy later this year.
Starting point is 00:23:33 I had an investor, my first investor, my first institutional investor, invested late in 2025. I'll tell you the reason why he told me he invested in me ultimately. He said the things that I predicted in my thesis in 2023, all are. actually happened. So now he's been investing in companies that I predicted would exist that didn't exist when I pitched him. So he said, if you have the ability to have that type of vision before these things are real, I can't imagine what you would do with some money.
Starting point is 00:24:20 And here we are at Founder Story. Man, powerful. everyone needs that person that can believe in them. And I imagine if that person that believes in you can also invest and really help propel you forward, that could be the most powerful mentor, friend, partner, whatever that person would be titled to you. So when we think about equity, because I've never personally raised VC or institutional money. Yeah. I'm always learning.
Starting point is 00:24:53 I'm learning how this all works. Sure. What's the positive side versus the downside of giving up equity? Yeah. I learned this the hard way. And so hopefully this story goes out to your viewers and listeners and learn something. There's two rules about equity that everyone should understand. One, you give nothing away.
Starting point is 00:25:20 friends, family, homeboys, day ones, all of that, you do not give away shares. What shares, people think shares represent money. They don't represent money. They represent a claim to your time and your effort. It is not candy. If someone gets a claim to your time. and your effort that's not your wife, kids, or your mom, they have to work. They have to contribute something.
Starting point is 00:26:04 So that's number one. Don't give away anything. The extension of that is you don't give away anything to an investor that you're not willing to lose or let go of. Every time you sign a term sheet, what you are doing is handing over the right that you have to someone else to make a claim on your time, your ingenuity, and your future money. So be very circumspect, be very clear about the people that you want to marry through the investment contract. if you can't see yourself dealing with them in five years or ten years,
Starting point is 00:26:53 if you can't resolve minor issues, like people are going to disagree about things, right? But if a disagreement, a simple disagreement is, I'll never work with you again, or I knew you didn't, right? You have to pick your investors. Do not let your investors pick you. Don't do that. You pick them, right?
Starting point is 00:27:16 You are literally the prize. They bring money. They bring expertise. They bring networks. All that's wonderful and necessary. But they would have nothing to invest in if you weren't here. So understand that you're the prize. Pick them and pick them so that you have a great relationship.
Starting point is 00:27:37 Relationships can be great, but you have to pick right. You don't just marry anybody, I hope. You might date, but you're not going to just marry. and invest and equity is a marriage. I love the way you said that, by the way. It's because I think for someone who is never raised, you don't, like it seems easy, amazing. Like this is going to be great.
Starting point is 00:28:03 But it's also, like you said, you're airing these people. Could be one person, could be 20 people, could be 50 people. And now I don't know if I could handle 50 wives. Like, it seems to be... So you are, though, you're betting against the entire cloud-centric model. And as we've seen, trillions of dollars are being poured into this. When you're alone at 2 a.m. or when you wake up at 2 a.m., do you ever wonder about what could possibly go wrong? I'm not Nostradamus or, like, right, a seer or a soothsayer.
Starting point is 00:28:43 However, I think by education and experience, I have a very good intuition about trends. And I would say my only superpower is like having a sense of vision. Right. So being able to say, what in 2014, In video looks like, if things keep going this way, it could be like the biggest company in the world. And people were like, who, right? The video game card company? Like, no, if you listen to Jensen, like 2014 when he was doing his, his keynotes, I was like,
Starting point is 00:29:24 this, this is big. When I started Searcy, it was originally just like an orchestration layer, right? It was the idea that people can improve the economics of using the cloud through using AI. That was the original surface. and then what I came to understand, once I understood token economics, which are different from like Web3 token economics, like Web 3, like Bitcoin type stuff. And I didn't realize how similar that was, and I didn't realize the infusion of the idea of tokens, right? Chuckie Cheese, you need tokens to play the video games, right? It's literally the same thing.
Starting point is 00:30:03 This is, this is Chuckie Cheese at a trillion dollar level. level, right? But it's not a quarter for a token, which is like you say, okay, I have a quarter and it's a thing and a token, it's a thing that makes sense, right? People are like, well, give me two quarters for that token now. Or now the tokens are now a dollar or a dollar 25. And they used to be just a quarter. How sustainable is that? It's not sustainable in the sense of individual companies. being or individuals being able to utilize cloud-centric primarily inference. We don't have any impact on training, right? So those companies need trillion-dollar investments or maybe billion-dollar investments to train their models. Inference is how they make their money back.
Starting point is 00:31:02 They charge you that, right? That's the billing rate. For a company, if you want to utilize that inference, to solve problems that you have. Going out to the utility and back gives you lots of problem. You don't control the token, the meter. You don't control the meter. You don't control the flow.
Starting point is 00:31:24 Like if the power goes out, the power goes out, right? You don't have power. If they go down, what do you do? You're out the game. You don't control the model weights or the things that make the decisions as to how responsive it is to your questions. all these things are outsourced.
Starting point is 00:31:42 So now you're outsourcing your entire company to landlords that don't care. And I love, I love Anthropic. I love like what Codex is doing. I use them both. I love Gemma, which is a form of Gemini, which you can use locally, right? I use all of them. I use all the cloud providers, right? I grew up on Microsoft playing Xbox, right?
Starting point is 00:32:10 So I don't have any negative views of them as organizations. But I think as being useful for individuals, everything is going to come back to on-prem devices to do inference, which is the thing that you type in to get an answer. It's going to come to that because it's going to be unaffordable to reach out to the utility provider to get those answers. Yeah, I've been doing on this. Like, what happens if these tokens are not subsidized anymore or the money runs out and we're addicted to using them, which I think a lot of us are already pretty reliant on many LLMs for AI agents running our whole company or whatever?
Starting point is 00:33:00 What happens to this? It seems like all these companies have to go public just to continue funding. but at some point, at some point, is it possible that the prices of things could skyrocket? They're skyrocketing now. You just don't realize it. The investor money is running. It's not really running out. The world is actually a wash in money and stranded capital. It's mind-boggling, right? There are people that are starving and like all kind of like various like issues in the world. When the world is actually awash in trillions of dollars. But people want ROI on that trillions of dollars.
Starting point is 00:33:45 And right now, the biggest ROI seems like it's the AI land grab, right? And so they're utilizing that stranded capital to subsidize this AI land grab, which is you and I's time. How long are you in front of clot? Right? or the economic feasibility of your company. You better use AI better. Because if you don't, then I don't get money.
Starting point is 00:34:18 Right? So it's that kind of thing. But what you've noticed, right, is in the last couple of weeks, Claude Pro or whatever was the $20 level doesn't have access to Claude Code. It's a shift. Code X. You just tell me I was running out quickly. so I had to upgrade to the $100 plan.
Starting point is 00:34:39 Yeah, which is like, because they can't afford it. Five times the amount. It's not crazy, expensive in the sense of what it can do, but five times a membership is a lot in terms of like what membership one day goes up five times. That's kind of a lot. It's a lot. And if you multiply.
Starting point is 00:34:57 So Uber, right? Uber's not going anywhere, right? Because, I mean, it's like the tip of taxis, right? Like, it's not a cotton swab. It's like, you get an Uber. You don't get a taxi, right? They had a budget of three and a half billion dollars for their agentic work for their engineers for the year.
Starting point is 00:35:18 When they ran out of that in April. Three and a half billion dollars. Yeah. Right. So if it's impacting companies that literally are not resource constrained, what's it going to do for you and I? And that's where CERC is anchoring because we're saying we need, we need, we, have to, at some point in time, it's going to be a hybrid system. There will always be these
Starting point is 00:35:42 utility providers, right, that are going to provide our frontier models and stuff you can download and access. You will always be able to ask Claude or ask GPT something. It's not going away. But as your daily driver, it's going to move to your desktop or it's going to move to your local on-prem data center or closet, right? Something for your smaller business. And so there's a couple of companies that's very well poised for this transition. One of them is Apple, because Apple really is making the hardware of the AI generation. And Circe has a solution that incorporates Apple devices, which we're going to reveal later this year,
Starting point is 00:36:27 and I'll tell you about it, probably after the show, so we can come back and talk about it. And then also Google is also thinking of making their processors, which aren't sold to the public, actually available to the public. All of this is because everyone sees down the lane that this utility scale payment system is not long term, certainly not for the retail user, maybe for the enterprise users. Yeah, I was watching the recent Google I.O. conference, and they talked about, I don't even know what the number of, tokens. It was like quadrigadillion. I don't even, it's like, I don't even know what the number was. They threw it a number. I'm like, I don't know what that. It's like a cochial of truly. I don't know. I'm like, what the number, I don't is. And whatever the number is like a, it seems like a lot of zeros, a lot of combat. But I'm, I was talking to my wife like, thinking back a couple of years ago, it's funny.
Starting point is 00:37:26 Everyone's like, Google's dead. Like Google search is dead. Oh, Everyone's going to be on like chat, Chbety searching. And then Google's like the most successful AI company. They're the only ones like making a legit profit on AI. And I just look at the stocks and I'm like, man, how did I miss that? Kind of like in 2014.
Starting point is 00:37:47 If I bought that Nvidia stock, I did. There was another co-founder of Nvidia who left. I was just reading this story. I was shocked. Like, I think he could have been worth like 50 billion or 100 billion. or something insane.
Starting point is 00:38:03 But he left like in early 2000s or something. I'm like, how crazy? So that made me feel better. Like I might have missed a couple of stocks, but I didn't miss out on like $100 billion. But, you know. Brother, you got your whole future. Don't worry.
Starting point is 00:38:18 That you won't matter in the future anyway. It's like, we're good to go. It's okay. But no, this has been great. Sir C.R.C. I love you were telling about the history, the name. I can't wait to see what happens. But Silton, I learned a lot.
Starting point is 00:38:31 today, man. I've talked a lot of people and I don't always learn a lot of things from everyone. But I got to say, AI is one of my favorite topics. Yeah, I learned a lot from today. So I appreciate you being on the show. Thank you so much. I look forward to coming back. We have so much more in Thor. We haven't launched yet. We do have a couple of customers and partners that we've been building for and building with just to make sure that sort of the product market fit is what we hypothesized, right, what we thought. And we're seeing really great results. So later this summer, you're going to see a lot more from Searcy. And we're going to touch on a lot of these other topics because we'll have an actual thing to put in your hand. I might even send you one,
Starting point is 00:39:19 right? So you could try it out and see whether or not our vision matches the actual world. So thank you. Thank you founder's story and thank you to your then you got to not only do you have to come back but we have to talk about Star Wars and I'm going to stop using up all these tokens asking about star wars questions because I'm guilty of asking really stupid questions in AI and I can't help myself but I'm going to stop I'm going to stop using tokens when I don't need to from now on I'm committing to that but you got to come back though and let's talk about the new Star Wars. I'll give you
Starting point is 00:39:55 a little cheat code. As you were talking about Google, right? Go into AI mode of Google search. It's almost like using Gemma. It uses Gemini in the back. You can ask it whatever you want. It's going to give you the answers and it's going to
Starting point is 00:40:11 synthesize it just like you were asking in chat GPT. Cheat code. Zero tokens used. You're welcome. There we go. Then I can just talk about Star Wars all day long. I have my new Star Wars. Our as AI friend. Yeah.
Starting point is 00:40:28 Hey man, thank you so much. Thank you founder's story. And thank you to the audience. Look forward to it. And it's been my pleasure. I haven't had this much fun in a long time.

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