Hard Fork - Is Google Search Cooked? + We’re Getting a U.S. Crypto Reserve? + What You’re Vibecoding

Episode Date: March 7, 2025

This week, Google introduced a new way to search, which could mean that Googling as we know it is on the way out. It’s called AI Mode and it is essentially the company’s response to the growing nu...mber of people turning to A.I. chat bots instead of Google search.We walk through what this new product looks like, who can use it and what it could mean for the internet’s future. Then, we talk with the New York Times crypto reporter David Yaffe-Bellany about President Trump’s recent announcement concerning a national crypto reserve and why the news upset some of the biggest crypto advocates. Finally, we react to voice mail from listeners describing the tools they’ve vibecoded. Guest: David Yaffe-Bellany, New York Times reporter covering the crypto industry. Additional Reading: Trump Faces Blowback Over Plans for Crypto ReserveNot a Coder? With A.I., Just Having an Idea Can Be Enough. We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

Transcript
Discussion (0)
Starting point is 00:00:00 Well, Casey, it finally happened to me this week. I was radicalized by Elon Musk. Radicalized in what way? Well, not into shifting my politics. Okay. But I don't know if you saw, there was a big story in the New York Times a couple days ago that included in its many revelations a picture of Elon Musk's desk in the Eisenhower executive office building next to the White House.
Starting point is 00:00:22 I have not seen this picture. And I'll show it to you. Okay. Do you know what is on this desk? It is a Doge sign, a Make America Great Again hat, what appears to be like a big gaming PC. And then in the middle of the desk, very austere setup here is a huge, wide, curved computer monitor. And I saw that photo and I thought, you know what, I want one of those.
Starting point is 00:00:48 Cause you thought Elon Musk, whatever you think of him, he does clearly get a lot done. And so maybe if you had a big curvy monitor like he does, maybe you'd also get a lot done. Well, yeah, I thought these are basically for gamers. I had never seen one in like an actual office where people work. You have to come to my office.
Starting point is 00:01:03 My monitor has curves and swerves like you wouldn't believe. Really? It is so big and curvy. I love my curvy monitor. I'm a flat monitor guy or have been. But this week I decided to take the plunge and so I went on Facebook Marketplace
Starting point is 00:01:15 and I got myself a two-year-old Dell mega monitor that is curved and I didn't go for the biggest one that like is like a full 180 degree wrap around. The full wrap around. IMAX experience, but I do have now a very large curved monitor and I gotta say, I love it. And how has it changed the way you use your computer? I'm looking at so many emails.
Starting point is 00:01:35 I am looking at and not responding to so many emails. I'm Kevin Roos, a tech columnist at the New York Times. So many emails. Melanie joins us to discuss the idea of a strategic crypto reserve and why even some crypto supporters think it might be a bad idea. And finally, we ask you to share your experiments in vibe coding. Today we're going to find out what you made. Well Kevin, every once in a while we get a preview of a very big change to the internet, and I think we might have gotten one of those this week. Tell me about it. So on Wednesday, Google said that in addition to expanding AI overviews to more users and
Starting point is 00:02:36 upgrading the underlying model to Gemini 2.0, it is also introducing a brand new search mode called AI mode. And it seems likely to me that this may be the future of Google. Yeah, this is, I would say at a minimum, a much better name than we have seen for any AI feature that Google has released over the past couple of years. AI mode, it's a mode, it does AI.
Starting point is 00:03:00 Seems pretty straightforward to me. Yeah, and where other companies might have called this X-73-Mini, Google just picked a normal name for it, which isn't something that Google does a lot. That's true. So right now they're calling this an early experiment. It is rolling out now to paid subscribers to Google One's AI Premium subscription service. And even if you pay, you also have to opt into it through something called Google Labs,
Starting point is 00:03:23 which is a feature that Google has to let you opt into trying new stuff. So it's kind of hidden away. We have asked if we could use it right away and they said no. So we don't have a direct report for you today. But what we can tell you is that AI mode is Google's answer to bringing something like chat GPT directly into search. So so far it has been dabbling, it's been sprinkling these little AI overviews
Starting point is 00:03:48 on top of the traditional 10 blue links. I'm sure you've all seen those. But while right now AI mode is separate from search, if it succeeds, I suspect it will gradually merge into the main Google search results page. And that matters more than you might think, Kevin. Yeah, so let's just, before we get into AI mode, let's set the scene here.
Starting point is 00:04:06 Google, big company, most important search engine in the world, 90% of search queries run through Google, used by billions and billions of people every day, indispensable part of the architecture of the internet for the last several decades. AI, LLMs, chat GPT comes along, and all of a sudden, people, including us, think, well, why am I gonna ask Google this question
Starting point is 00:04:29 when I could ask it to an AI chatbot that might give me a better answer without requiring me to click on a bunch of links and navigate through a bunch of ads? I'll just get the answer I want right there in the LLM chat box. Exactly. So, this is obviously what kicks off this process at Google
Starting point is 00:04:47 of saying, well, wait a minute. We have this very profitable search engine. We want to keep it profitable and make sure that people aren't using ChatGPT or Perplexity or some other product instead. So we want to bring AI into our search product. But that is complicated because, among other reasons, these AI overviews that you just described,
Starting point is 00:05:06 got some things famously wrong, including telling people to put rocks on their pizza. Or was it glue? It was telling them to eat rocks and to put glue on their pizza. Two different answers. Okay. So they've spent some time retooling this, but they have not backed down on their ultimate belief that people will use AI for search-related tasks and that because
Starting point is 00:05:27 some number of people will want to do that or are already doing that, they need to build that into the core Google search engine. That's right. And so, Kevin, this is really a story about Google being caught in between two imperatives because on one hand, it has to change with the times, it has to keep pace with the competition. On the other hand, it can't break its core business, which generated $54 billion last quarter. So that is a very tricky balance.
Starting point is 00:05:51 How is it going to navigate that? AI mode is the best evidence we have yet of how the company is thinking about it. So let's talk about it. Okay, let's talk about AI mode. What is it? So AI mode is a new mode within Google search, where if you ask a query that might be a little
Starting point is 00:06:07 bit better suited to a chatbot, you can click over and it is going to give you a slightly more chatbot like experience. But it is different from something like the Gemini app, which is Google sort of straight up chat GPT competitor, and a couple of pretty interesting ways. There are very prominent links to websites within AI mode in what a user interface designer would call a carousel, you know those little horizontally scrolling bars of links. And so as you move through the answer to your query in AI mode, Google is going to say here are some actual websites you could visit to get more of
Starting point is 00:06:42 that information. And you just said this is rolling out to like a small subset of paying Google users who have subscribed to this like Google One AI plan. Presumably this is something that they're interested in building into the Google experience for everyone eventually, right? Or is this going to remain small? So I talked with Google yesterday and tried to get a sense of that. And the company was loathe to make too many predictions here. This really is an experiment, they told me. And if it goes super, super badly, they could presumably pull the plug. But I don't think that is going to happen.
Starting point is 00:07:16 I think Google realizes that this is a once in a generation chance to reinvent the search experience. And that is going to mean a fundamentally different way of presenting information. And that's what AI mode is. So I haven't tested out AI mode on Google either. They have not made it available to me, but there are some screenshots floating around.
Starting point is 00:07:36 I think maybe we should just describe what this is going to look like for people. They have a screenshot of someone asking the question, explain how deja vu works and how it relates to memory. Now, I got a feeling I've heard that question before. I thought we talked about that on a previous episode. Okay, we made the same joke. Good for us.
Starting point is 00:07:55 So in the AI mode, instead of showing the user a list of links or an AI overview, it sort of writes them a little essay. It says deja vu is that strange and fleeting feeling of having experienced something before, even though you know you haven't. It's like your brain is playing tricks, creating a sense of familiarity
Starting point is 00:08:12 with a situation that's brand new, and it continues on. And then it has a little thing at the top, right under the query that says, four sites, and you can click to expand, and it gives you little icons of which sites it's pulling the stuff from. But basically this is Google's version of what tools like ChatGPT and Perplexity have been doing for a while now,
Starting point is 00:08:39 which is sort of replacing the ten blue links altogether with this more bespoke AI response. Yeah, and you can see that after each paragraph, there is a little icon of like a chain link, which sophisticated Googlers like you and I will recognize as a hyperlink to a website from which Google derives information, and which many other people might just think is like a fancy period. You know what I mean?
Starting point is 00:08:57 So like those particular user interface elements, I would say, are not going out of their way to entice people to click. Right, and we talked last year on the show about this idea that Google would do the Googling for you, right, that they are not going out of their way to entice people to click. Right, and we talked last year on the show about this idea that Google would do the Googling for you, right, that they were very invested in trying to, in trying to simplify the process of searching for information on the internet using AI,
Starting point is 00:09:15 not require people to click through any of these blue links. And so I imagined at that time that they were trying to make this available to everyone, but it had some obstacles, including some of the mistakes that we talked about, but also it is expensive to run a search engine on a large language model this way. These queries, they require inference from these large models. It is not as cheap and easy and efficient as just running a regular search engine. So did you ask them about that, how they've dealt with some of the cost concerns?
Starting point is 00:09:46 So I didn't ask them about that this week, but they have said over the past several months, effectively just that the costs keep coming down here. They're figuring out more and more efficient ways to serve these queries. For what it's worth, I don't think that the slow rollout of this is primarily a cost issue. I think it's much more related to the fact that when they launched AI overviews, they got a bunch of egg on their face because they were telling people to eat things that are unlike eggs cannot be eaten. Right. Do you feel like this is an acknowledgement from them that they are losing market share
Starting point is 00:10:17 to companies like perplexity companies that are offering a more AI native search like experience or that large numbers of consumers are already using chat GPT and other AI tools for things that they previously would have Googled. Absolutely. You know, there was some interesting analysis that came out in January that showed that over the last three months of 2024, for the first time since 2015, Google's market share fell below 90%.
Starting point is 00:10:45 Now, 90% market share is still incredible and Google is just barely below it, but there is increasing evidence that these chat bots are starting to eat into Google's audience. Some analysts have predicted that ChatGPT will have 1% market share in search by the end of this year.
Starting point is 00:11:01 Bing, for what it's worth, which has been around forever, has something like 4% market share. So for ChatGPT to get from zero to one in a little over two years is pretty impressive and speaks to why Google feels like it needs to do something. Yeah, I mean, I'm finding that I'm using Google a lot less than I used to. I don't know exactly how much less,
Starting point is 00:11:20 but I basically use Google now for what are called navigational queries, where you are just like, I'm looking for this one train schedule or this one restaurant menu, and I know it's a link that's out there on the web. And so I go to Google for that because it's right there in my browser bar, and it's very easy and I can find the link. I do not use Google anymore for things like product recommendations or advice about how to fix an appliance in my house or something like that. That is the kind of thing that I will now go to chat GPT or Claude for.
Starting point is 00:11:53 And I imagine that if I'm doing that, there are probably a lot more people out there doing that too. There really are. And while I don't know that this statistic speaks exactly to what you said, Kevin, last month, thege published this survey that among other things, found that 42% of people find that search engines like Google are becoming less useful.
Starting point is 00:12:13 Now, there are a lot of reasons people don't like the ads in Google. I think arguably just sort of like the quality of websites has probably declined. There's a lot of AI slop out there, right? But I also think part of it is what you just named, which is that we now actually have a superior technology to a problem like, oh, the faucet in my sink broke and I want to fix it. I bet something like chat GPT can just tell me
Starting point is 00:12:37 how to do that directly. Yeah. So I read the Google blog post about AI mode that came out this week, and it's sort of interesting as an artifact of cultural anxiety at Google. They clearly know that they have to do something big around AI. Their competitors are doing it. It's eating into their market share. But they also seem a little bit scared of it. There's this paragraph in there that says, as with any early stage AI product,
Starting point is 00:13:07 we won't always get it right. For example, while we aim for AI responses in search to present information objectively based on what's available on the web, it's possible that some responses may unintentionally appear to take on a persona or reflect a particular opinion. What do you make of that? Look, Google is terrified of politics.
Starting point is 00:13:27 Like to this day, if you ask questions about politics in Gemini, in my experience, it is more likely to refuse to answer your request than any other AI chatbot that I pay for, right? They got in a lot of hot water last year that we've talked about on the show, when when for example, they would not appear to depict exclusively white founding fathers when you would ask for that. And in the wake of that, they got a ton of criticism. And
Starting point is 00:13:54 so they try to strip as much politics out of their their products as they could. So now they're about to put another thing out there where people are going to be asking it to give them opinions. And depending on what opinions are revealed, those people are then going to go screenshot those and put those on social media and Congress. People are going to see them and it's going to like sort of trigger a whole cycle. So I understand why they are being cautious about this. But I think it gets a bit silly because ultimately people are turning to these
Starting point is 00:14:20 things for their opinions. And I think on some level you want to have a product whose opinions you stand behind. Yeah. So if you are a paying subscriber and you get access to AI mode on Google and you turn it on your Google Apps feature, is every query that you type into a Google box going to be answered by AI from then on?
Starting point is 00:14:41 No. So you are still going to have to opt into it. So think about how many hoops Google is making you jump through to do this. They are truly in that sort of beta stage where they just want to gather some data. They want to see are there any obvious horrible problems that we can identify and solve before we release this to the entire user base. But I can tell you as soon as I get access to this thing, this probably is going to become my default way of using Google for a lot of different kinds of queries, at least for a while, because
Starting point is 00:15:08 one, I want to see how good the AI responses are, but also I'm so interested in this question of, do I click any of the links that are in this mode? Because if I don't, then it does seem to move us closer to that world where the entire economic foundation of the internet is changing. Okay, well, you brought this up. So I let's dive into this issue of how this could affect publishers, people who make things and put them on the internet and rely on Google as a source of traffic. What do we know about how AI mode is being
Starting point is 00:15:38 received by the broader internet? Are people freaking out about this like they did with AI overviews? There is a lot of nervousness among publishers in particular, right? A lot of people write stories about the news and then people search for those news queries. And then in the past, they would click on links to go read those stories.
Starting point is 00:15:58 And then some of those people would see ads and the publisher would make money. Some of those people would buy a subscription and the publisher would make money. It seems like that is now happening less and less. But Kevin, the impact is going beyond just publishers. There was this fascinating lawsuit that got filed last week by a company called Chegg. Do you know Chegg? The homework cheating app. Exactly. So if you've been in college anytime in the
Starting point is 00:16:18 past 15 years, statistically you use Chegg to cheat on your homework. It offers a database of more than a hundred million to test questions, and it has been charging students about 15 bucks a month to use this thing. Well, then along comes Google and its AI overviews. And using who knows what methods, but I'm going to assume they did some pretty aggressive scraping of Chegg and other websites, they started to put the answers to all these homework questions directly in the AI overviews. All of a sudden, there is no need to visit Chegg.
Starting point is 00:16:47 And Chegg, Kevin, is now on life support. This is a company that was riding high during the pandemic. It was valued at $12 billion in 2021. And now its stock is basically a penny stock and it is exploring strategic alternatives, which is sort of corporate speak for we're gonna have to unload this thing in a fire sale. And in their lawsuit, Chegg said, that traffic rightfully belonged to us
Starting point is 00:17:11 and Google destroyed us with AI overviews. You really disrupted us in the homework cheating business. I realize as I'm saying this, that Chegg is not a sympathetic company and no one is gonna be sorry to see it go who does not work at Chegg. But I'm telling you, this is a bellwether, Chegg is not going to be the last business
Starting point is 00:17:28 to be completely disrupted by AI. Yeah, so what do we know about how people who use AI tools for search like tasks actually interact with links? Because every AI company that has rolled out something like this, whether it's Perplexity or Bing or Google, they've all said, like, look, people are still going to see links. Don't you worry publishers, we're still going to put these little citations on it
Starting point is 00:17:54 or maybe we'll put some links below it and you might get less traffic, but it would be higher quality traffic and you'll still make a lot of money from it. So what do we know about whether those people were right or not? So I think there's basically two kinds of queries that you can make. One query is an answer where you just need something that is good enough, right? You need to satisfy your curiosity about something.
Starting point is 00:18:15 And if it's a little bit wrong in 5% in either direction, you don't really care because you're just looking for the gist of something. I think this is the vast majority of all queries. There is a second kind of query though, which is I need the actual information because my health, my money, my job depends on it. These are the cases where I think
Starting point is 00:18:34 that people are actually clicking on the links. I'm a journalist, I'm constantly Googling for information. I cannot rely on an AI overview for one thing because if I'm gonna put a statistic, a historical fact into my newsletter, I need to know what the original source is. And I need to know that I trust the original source, which means that if that link is going to
Starting point is 00:18:52 the New York Times, the Wall Street Journal, Bloomberg, I'm going to the original website, I'm scanning to that paragraph, I'm seeing it with my own eyes before I'm gonna trust that that is real. So I think that's a really good thing that people should do in a lot of cases, but I'm also not naive. That is a minority use case for specialists. The vast majority of people,
Starting point is 00:19:09 Kevin, do not need that level of clarity, and they are not clicking those dang links. Right. There was a study that came out this week that I found totally fascinating and quite worrying. It was done by a company called Tolbit. They're basically an AI licensing company that sort of works as the go-between between publishers and companies making large language models. They found in their study that the AI search interfaces they looked at, things that are similar to Google's AI mode,
Starting point is 00:19:37 delivered 91 percent less click-through traffic than standard Google searches. When they looked at just pure AI chatbots, it was even worse. Those generated 96 percent fewer clicks to links than traditional Google searches. Casey, I'm no mathematician, but that's pretty bad. It's pretty bad. And I should say,
Starting point is 00:19:59 I have some questions about the methodology here. You know, basically told it took the amount of traffic to its publisher sites that it could trace from known AI scrapers and divided it by the total number of times that those scrapers hit their sites overall. I talked to Google about this. Google was like, this is a really bad way of measuring traffic because like Google's crawler is constantly scanning websites like every time the Google crawler hits a website, that is not an actual Google search. So there's some uncertainty here about what this really means. But at the same time, Kevin, these numbers are intuitive because you and I both use chatbots a lot and we know that we're not clicking those links
Starting point is 00:20:37 a lot of the time, particularly in cases where we are not using the chatbot to do our jobs. Yes. No, and I think it's worth saying, like even if these predictions, these numbers were way off, say it was only half as bad as Tolbit says it is, and that these AI search tools only produce about 45% less traffic than the Google searches
Starting point is 00:20:59 that preceded them, that would still be a cataclysmic event for much of the media industry. Totally. Now, Google has said, when I've asked about this, that the AI overviews, which again, is not AI mode, but AI overviews are sort of like the walk-up to this AI mode, those have led people to search more in general, right? So Google says basically people like AI overviews and they see them and they search more. And that leads to maybe more searches in the aggregate,
Starting point is 00:21:23 but the impact on traffic to individual publishers does not seem to have been positive so far. Yeah. I mean, I want to play devil's advocate here for a little bit because you and I and others have been warning about these AI overviews and these AI search products for more than a year now, have been predicting that this would sort of crater the traffic to publications, would dramatically change the way that billions of people interact with the internet. And I think it's fair to say so far that has not happened, at least at the scale that maybe
Starting point is 00:21:55 you or I thought it might by now. And I think there are some people who might be listening to this and saying, you guys are panicking over nothing. One thing that is true that we know is that people's habits change very slowly. There are still millions of people out there using AOL and Yahoo, you know, for their email, maybe Hotmail. These very old sort of, we would say, antiquated services
Starting point is 00:22:22 still have dedicated users because people are just used to going to their browser and typing in the same websites that they've been typing in for years. So I think there is a case that I can imagine people making here that, yes, these AI features, these AI search engines, they are going to appeal to like power users in the Bay Area who spend all day looking stuff up online. But actually it is not an existential threat
Starting point is 00:22:45 to the internet or to publishers because most people are so used to going to Google that they are just going to continue to do that even if the superior option exists. So that is true, which is why if one day AI mode is no longer a little hidden feature and is just actually the front door to Google search, then that's the ballgame.
Starting point is 00:23:06 Because people will not have to change their entire habits in order to have this experience. It's just going to be the default. We know the power of defaults, right? So that's why I want to talk about this today, is because this could be a preview of what Google is in two, three, five years, and it's going to be very different from the Google we have today. How do you search these days? Like what's your go-to?
Starting point is 00:23:26 If you have a question, let's say, let's take it out of the realm of work. Say you're just looking for a good restaurant to go to. Where do you go? So for something where it's like find a local business, to me that is still an area where Google excels. It's like, I need to find an eye doctor. I want to find a restaurant that's nearby. doctor, I want to find, you know, a
Starting point is 00:23:46 restaurant that's nearby, I'm going to go to Google or Google Maps, something like that. But there's this just whole set of queries now that I am turning to chatbots for I've talked before on the show about how I just have like a little keyboard shortcut that I type in and I can query an AI directly. And that's everything from how to it is essentially just random trivia, you know, I'm trying to remember, you know, when did this album come out or like, how old is this celebrity? And crucially, Kevin,
Starting point is 00:24:15 a lot of those queries are things that Google does still do very well. But there is a convenience to just getting a one sentence answer, and not seeing a sprawling web page that's full of, you know, six different ads and various other widgets that I don't care about. So it is a mix of things, but chatbot usage when it comes to search is on the increase for me. How about you?
Starting point is 00:24:37 Yeah, I'm using chatbots for, I would say, at least half of what I would previously have used Google for. Now, I am not a traditional user. I am sort of an early adopter of this stuff. I have a whole bookmark folder of AI tools that I open up every morning and start using them for browsing. So I'm not conventional in a sense, but I do find that for the majority of things that I'm looking for,
Starting point is 00:25:00 chat bots tend to give me better answers than Google. When we come back, we have reserved some time to say about what is happening in Washington right now. Elon Musk and his Doge team are fanning out across the federal bureaucracy, slashing and burning wherever they go. But the story that I think we can really shed some useful light on here is about what's been happening with crypto and crypto policy. Yeah, Kevin, we heard some news over the weekend that President Trump was interested in something called a crypto strategic reserve.
Starting point is 00:26:01 And we thought that sounds just silly enough that it could be a hard fork segment. Yes. And then on Thursday night, just as we were finishing up this episode, news broke that President Trump had signed an executive order establishing a strategic Bitcoin Reserve. And that announcement and the executive order attached to it clarified a few very important things. One is that this reserve will be filled with Bitcoin that is already owned by the federal government that was seized or forfeited as part of criminal or civil asset forfeiture proceedings. Second thing is that the Secretaries of Treasury and Commerce, according to this executive order, will be authorized to develop what they call budget neutral strategies for acquiring more Bitcoin. They say that this will not have an additional cost on the American taxpayer.
Starting point is 00:26:47 Then the third thing that the executive order did is established a separate US digital asset stockpile, which consists of cryptocurrencies and other digital assets that are not Bitcoin. With respect to this stockpile, the executive order said that the government won't purchase any of these other non-B non Bitcoin crypto assets, but that if it gets some in the case of a criminal or civil proceeding, it will keep it and hold on to it as part of the stockpile. So we just want to note that that happened and that this conversation you're about to hear took place before the order was official when a few more things were still up in the air.
Starting point is 00:27:23 But I think it's fair to say a really big deal. It absolutely is. Those currencies, Kevin, are closely tied to people in the Trump orbit who have investments in those very currencies. And so this seems like a classic case of self-dealing among people in and around the president's orbit. Yeah. And so I think there's an element of just shedding light on what is happening
Starting point is 00:27:46 in Washington right now with regards to crypto policy that is important for us as journalists to do. But I also am growing more worried about what I see as an information and knowledge gap between the pro crypto proponents and the anti crypto skeptics. Would you say that you have some reservations? A yes, I have some strategic reservations about this.
Starting point is 00:28:12 You know, back in 2022, I was covering crypto much more attentively than I am now. This was sort of at the height of the last crypto boom. This is your pudgy penguins era. Exactly. And I wrote this article, very long article, and I basically was arguing that people, whatever they thought of crypto, needed to understand it. Because this is something that could become strategically important if, for example, a bunch of pro crypto
Starting point is 00:28:36 partisans and activists were to seize control of some part of the federal government and start making big moves to enrich themselves and the people around them. And the response I got to that article was a lot of people saying, shame on you. Shame on you for taking this stuff seriously, for trying to explain it, for trying to understand it. The mere act of wanting to know about crypto was sort of coded as being in the pocket of the crypto industry. Yeah.
Starting point is 00:29:08 And we're in a moment where just ignoring it is not going to make crypto go away. We know that now. And now that we see these really wild initiatives being proposed, I think it is time once again to see what we can learn and to engage with somebody who can hopefully explain what's going on. Yes. I think it is time for a lot of crypto skeptics, and I would include myself in that group, to give what's happening in Washington more serious attention because these are big moves with big consequences and they may be hard to untangle even after Donald Trump leaves office.
Starting point is 00:29:40 So today, we're bringing in our friend and friend of the pod, David Yaffe Bellamy. He's a crypto reporter at the New York Times and he has been covering all of the twists and turns of this latest saga over the crypto strategic reserve. Let's bring him in. David Yaffe Bellany, welcome back to Hard Fork. Thanks so much for having me. So let's start with some basic questions about this idea of a strategic United States crypto reserve. When did you start to hear about this and what is the basic idea?
Starting point is 00:30:18 So this was an idea that popped up on the campaign trail last year. President Trump started talking about it, some kind of influential figures in the crypto Twitter sphere were talking a lot about it. But what it actually meant was pretty obscure then and remains pretty obscure now. Because when people say Bitcoin reserve or crypto reserve, they really could be talking about 10 different sorts of ideas.
Starting point is 00:30:39 Right, and I wanna understand this idea of a strategic reserve because my basic impression is that this is not a new reserve because my basic impression is that this is not a new idea. Governments have long stockpiled assets like gold or oil or other foreign currencies to basically give themselves some cushion against economic downturns or inflation or just maybe running out of oil during a foreign conflict. So is this similar to those kind of strategic reserves?
Starting point is 00:31:06 Why do people in crypto think that we need a US crypto reserve? Because crypto can't power heavy machinery. It can't feed people. It's not useful in the way that some of these other assets are. I think there are two key arguments that people in the crypto world are making. And the sort of more reserve-like argument for this
Starting point is 00:31:23 is that at the moment, the reserve like argument for this is that at the moment the Reserve currency of the world is the dollar the world runs on the dollar But maybe not so far in the future the world will run on Bitcoin or on cryptocurrencies more broadly and it would be in the strategic interests of the United States to have a giant stockpile of crypto What would it mean? Okay, so let's say we're living in fantasy land where the world now runs on Bitcoin. How does it benefit the United States to just own a bunch of Bitcoin? You know, it's money that you could borrow against. It's money that you could spend to fund all sorts of projects, either foreign or domestic.
Starting point is 00:31:57 But you're asking the right question because it's not totally clear how this would work. Okay. The other argument that people in the crypto world makes, I think, aligns more with this kind of concept of a sovereign wealth fund, which Trump has also said that he wants to do. And that's the idea that crypto is just a good investment and that if we bought a bunch of Bitcoin now at about $90,000, then 10 years from now, when it's worth $20 trillion,
Starting point is 00:32:19 we'll be set up for success. I'm curious how this idea of a strategic crypto reserve fits with some of the other stated goals of the Trump administration, which is to cut costs and reduce the size of government, not invest a bunch of money in some new class of asset. The funniest post I saw about this said the following, "'Sir, we have saved $12 billion that were spent on condoms
Starting point is 00:32:44 for Gaza and transgender comic books in Brazil. Excellent. Let's buy some Cardano. So how are people in the crypto policy world reconciling these two views of what the government should be doing? Well, some of them just aren't reconciling it. They're just embracing the hypocrisy and it's not the first time they've done something like that. But also there's a huge split in the crypto world over whether this should be a Bitcoin exclusive reserve or whether it should be a reserve featuring a bunch of different cryptocurrencies. On the campaign trail at the Bitcoin Nashville conference, Trump said that he was going to
Starting point is 00:33:20 start a Bitcoin stockpile and And all he said was Bitcoin. When he raised this topic again a few days ago on Truth Social, he named all these other tickers for various cryptocurrencies that the people around him have economic interests in and said, oh, it's gonna involve all of these too. And a lot of people in the crypto world said, no, we love Bitcoin.
Starting point is 00:33:40 Bitcoin is the most established of these assets. It's the one that has the kind of longest term potential. So, you know, don't fill your government coffers with Cardano. Well, and here is where it starts to feel truly silly to me. Like when Trump started talking about a Bitcoin strategic reserve, I had actually heard of this before because am I right David that El Salvador also built a Bitcoin strategic reserve? Yeah, and actually, you know, other countries exploring this too I mean either various states where there's proposed legislation pending that would create Bitcoin reserves But tends to be focused on on Bitcoin, which to be clear is by far the most valuable Cryptocurrency and the one with the longest track record, right?
Starting point is 00:34:18 So I had at least heard of the idea before but then in this post that Trump makes on truth social on Sunday He says we also want to put Solana, XRP, and Cardano into this strategic reserve. David, can you give us a little bit of flavor about what Solana, XRP, and Cardano are? These are three examples of what people in the crypto world call altcoins, which are cryptocurrencies that are a little bit out of the kind of mainstream of Bitcoin. But these are cooler, they're they play smaller clubs. They're not your Madison Square Garden crypto.
Starting point is 00:34:53 But these are not this isn't like, you know, some random coin that got invented a day ago. I mean, XRP that's run by a company called Ripple, which has been a huge player in the crypto world for a long time had this really important legal battle with the SEC. Solana is one of the top cryptocurrencies. It's a competitor to Ethereum. It's the platform on which the Trump and Melania meme coins were built, perhaps not coincidentally. And then Cardano was created by a guy who has been a huge player in crypto for a long time, was involved with the early Ethereum movement.
Starting point is 00:35:25 So like these aren't crazy coins, but it's a little bit weird to talk about putting them in a government stockpile. Right, it's one thing to say these are altcoins that have been around a while, they're in fairly wide distribution. And another thing to say, there is strategic value to the United States in accumulating a huge
Starting point is 00:35:45 stockpile of these things. Yes. And I mean, like with a lot of things that Trump says, it's not clear how serious he was because he says things sort of off the cuff. I mean, his first tweet, you know, named those kind of three tickers. And then there was another tweet where he was like, oh, also Bitcoin and Ethereum will be in it too, as if as like an afterthought, you know? And so it's tough to read what he's actually saying.
Starting point is 00:36:05 The other thing that's not clear at all, I mean, he said on the campaign trail he would create a Bitcoin stockpile built on Bitcoin that the government already owns, because we've seized a lot of Bitcoin from criminals over the years. It's in the billions of dollars. Historically, the US has tried to sell that Bitcoin. And so all he said on the campaign trail was, we're going to draw a box around the Bitcoin we already have and not sell it. It's very different from saying we're going to hit up the open market and buy a ton of
Starting point is 00:36:32 Solana. Yeah. How would that actually work in practice? Because I understand that the United States does have this Bitcoin that it's seized from people who commit various crimes and is presumably keeping in some secure wallet somewhere. But to acquire new crypto assets, would they just go onto Coinbase and buy a bunch and keep it in a vault in the treasury building?
Starting point is 00:36:54 Or how would we actually go about this as a country? Well, when you buy a big tranche of cryptocurrency as a huge institution, you're usually doing what's called an over-the-counter trade where you're sort of dealing directly with another person that you're buying it from. And the idea is to try to limit the impact that a trade like that can have on the open market. So it's not like the treasury secretary will log on to his Coinbase account and just start hitting the buy button. But how would those purchases be funded?
Starting point is 00:37:22 I mean, none of this has been fully explained. And obviously, any government spending raises the possibility of tax increase or spending some of these perhaps imaginary doge savings that we've supposedly been accumulating. And so it's all really confusing. Yeah. How are people in the crypto community responding to this idea of a strategic crypto reserve? The response has been, I think, fairly negative from a lot of people who you might have expected to be supportive of it.
Starting point is 00:37:50 And that's because there's sort of a feeling in the crypto world that, wow, this might actually be a little bit of a conflict of interest. It's like a bunch of people are discovering that that's a problem in the Trump kind of political universe. People are noticing, oh, Brad Garlinghouse, the chief executive of Ripple, spent a lot of time at Mar-a-Lago before the inauguration and was a huge donor to Fairshake, the big crypto pack,
Starting point is 00:38:14 and suddenly the signature cryptocurrency used by Ripple, XRP, is gonna be in the crypto reserve. And so people have become suspicious of those sorts of behind the scenes maneuverings, and there's also just a lot of loyalty to Bitcoin in the crypto world still, in a sense that we should be treating Bitcoin differently from this other stuff. It's not all that different than if Mark Zuckerberg spent a lot of time with Trump at Mar-a-Lago and then President Trump announced that we were going to create a strategic Facebook
Starting point is 00:38:41 stock reserve of just shares of Facebook. I don't really think there's much difference between those two things Yeah, I mean is that the thing that is likely to happen if and when this strategic crypto reserve is created Is that anything that is in the basket of stuff that we stockpile as a country will become more valuable just by virtue of the Fact that we are stockpiling it as the United States yeah I mean this stuff became more valuable by virtue of the fact that Trump tweeted about it, right? I mean, the prices of these assets immediately went up, though I think some of those gains
Starting point is 00:39:10 have been pared back since then. But yes, I mean, there's like a concrete market of effect. If someone starts buying a lot of an asset, the price will go up, so that will happen. But the symbolic statement of the US putting its government seal on Cardano, you know, would be big for anyone who currently holds Cardano. Right. And I was surprised to see some of the people coming out in the crypto industry against this proposal.
Starting point is 00:39:34 Brian Armstrong, the co-founder and CEO of Coinbase, made a post basically saying that just having Bitcoin in the strategic reserve, quote, would probably be the best option. He didn't want all these other coins included. Tyler Winklevoss, one of the biggest Bitcoin investors in the world, also said that he doesn't think other crypto coins should be included in the strategic reserve. There's a really interesting article by Nick Carter, who is a sort of crypto analyst and trader and voice on these issues. Was it Nick Carter in the Backstreet Boys?
Starting point is 00:40:04 Different Nick Carter, yes. But he is a stalwart defender of crypto, but he had an article called Eight Reasons a Strategic Crypto Reserve is a Bad Idea. And I just want to read you a line from this because I think it illustrates some of where these people are coming from. He writes, a crypto reserve would transform Bitcoin
Starting point is 00:40:22 from an apolitical asset into the plaything of the government subject to Washington's political cycles. Bitcoiners were never ones to hitch their wagon to the government and they shouldn't start now. So it seems David, like there's essentially this coalition of more libertarian crypto supporters who think we actually don't wanna be embraced by the federal government in this way
Starting point is 00:40:42 because that could undermine some of the sort of libertarian ideology of the initial crypto wave. Yeah, I mean, like you said, Nick was opposed even to the idea of a Bitcoin reserve before this whole notion of a crypto reserve came up. And so it's definitely been been divisive. I mean, crypto Bitcoin started as this, you know, renegade economic movement. And so to be kind of begging the government to like buy up a huge stockpile so that the price goes up seems sort of antithetical to a lot of those principles. And you know, most people in the industry don't really care about those principles anymore,
Starting point is 00:41:15 but some still do. Well, let's talk about this more cynical take that this is all just kind of a self-enrichment scheme by the Trump administration. I know about the Trump meme coins. We've talked about those. I know that a lot of Trump supporters and friends are heavily invested in the crypto industry. But what do we actually know about the Trump family's personal interest in crypto beyond this small set of meme coins?
Starting point is 00:41:39 I've seen Eric Trump tweeting on and off about crypto and various coins that he's interested in. Do we know much about the Trump family's overall exposure to the crypto markets? So we don't have a window into like Eric Trump's personal crypto portfolio. But what we do know is that World Liberty Financial, the crypto business that the Trump family helped start last year, in which it profits directly from, has over the last few months accumulated a huge stash of various cryptocurrencies.
Starting point is 00:42:09 It was supposed to launch some sort of crypto application, DeFi project, that hasn't come to fruition yet, but this firm is sitting on a huge stash of tokens, so there's arguably like a financial benefit for the Trump family and seeing those tokens rise in value Right and some of the people that President Trump has tapped to lead crypto policy efforts in the federal government Also have invested at various points in crypto stuff David Sachs one of Trump's advisors has made some crypto investments over the years He's said that he's divested from those to prevent conflicts of interest But there are other people in the administration who presumably still do have active investments in these
Starting point is 00:42:48 categories. So what do people in crypto think of the argument that this is all just a bunch of insiders trying to use the powers of the government to enrich themselves? People in the crypto world are super cynical and love enriching themselves at all times, but they're also super paranoid and suspicious and are constantly convinced that there's some sort of conspiracy to screw them over. So those two instincts have kind of clashed and you can sort of see the internal battle playing out in a lot of crypto people who like Trump where they ignore the conflict of interest that benefits them when it means SEC suits getting dropped, but they pay attention
Starting point is 00:43:24 to it when it means that their favorite crypto didn't make it into the reserve, but someone else's did. And so I think that's sort of the like conflict that's playing out in the industry and why there's been some public backlash. Yeah. So how likely do we think the strategic crypto reserve is to actually happen? Does Congress need to do anything? Can Trump just do this on his own by executive action?
Starting point is 00:43:45 Like, what are we going to see in the next couple of weeks and months? Yeah, I mean, you know, the way crypto people have sort of made this distinction is, is it a stockpile or is it a reserve? And if it's a stockpile, what they mean is we're just keeping the crypto we already have, and if it's a reserve, that means we're buying more crypto on the market. I don't think there's anything inherent in those words that means those things, but that's how crypto people talk about it. And so if the Trump administration goes the stockpile route and just keeps the Bitcoin it already has, that won't require
Starting point is 00:44:13 any spending. That just requires a change in policy. Let's stop trying to sell this stuff. But if the administration goes the reserve route, and as far as we know, the government doesn't actually own any Cardano right now so it would actually have to buy it to put it in the reserve if if the government goes that direction Then yeah, I mean there's a question of how you would fund that Congressional appropriation is the most obvious route, especially if it's a huge purchase But since the summer people in the crypto world have floated like various kind of out there legal ideas about how maybe Trump could kind of push this through on his own. OK, so do you be obviously a lot of what's getting attention in crypto these days is related to meme coins and strategic reserves and whatnot.
Starting point is 00:44:55 But there's also some quieter crypto stuff that I understand is happening in Washington that could end up also being quite important, but maybe flying under people's radars because it's not, frankly, that interesting. One of them is this stablecoin bill that actually looks like it might pass with bipartisan support. Tell us about that. So, one of the big priorities of the crypto industry in this administration is to basically convert all the political goodwill it has into legislation. And there are two key pieces of legislation that the industry wants to advance. One is this stablecoin bill, which would essentially create rules for stablecoin companies to sort of operate in the US.
Starting point is 00:45:36 It wouldn't do anything super crazy, but it would just essentially create a regulatory framework for stablecoins that would put in some way the government seal of approval on this branch of the crypto industry, which is super important. That's something that the industry has been pushing for. Critics say, look, this could be like a gateway drug to the US allowing other even more dangerous crypto stuff to seep into the mainstream economy. So that's the first priority. The second priority is a market structure bill. And basically what that means is legislation that would strip power away from the SEC,
Starting point is 00:46:16 which has obviously been super hard on crypto, and give it to the CFTC, the much kind of weaker less aggressive agency. So those are sort of the two big legislative things that crypto people want to do. So I want to bring this back to the question of the information gap that exists in crypto right now. My experience, and maybe your experience too, is that the people who understand crypto the deepest,
Starting point is 00:46:41 who can talk about the L2s and the stable coins and the dexes. Most of them are invested in crypto in some way, which is why they have taken the time to understand all of the extremely complex parts of the crypto ecosystem. But what worries me about that is that there is essentially no principled opposition left, it seems to me, in Washington, D.C. The people who are making the policy, who are having the debates about the policy, they all come from the same universe of people who are bullish by and large about crypto. Maybe they have some disagreements about which crypto assets should be included in a strategic reserve or exactly how some regulations would be written. But there doesn't seem to me to be anyone sort of left in Washington who knows what
Starting point is 00:47:22 they're talking about and can stand up to some of these schemes from the industry Is that an accurate read of the situation? Yeah, I mean partly this is a function of the changing administration I mean there were a huge number of people in Washington who knew about crypto and were in positions of power I mean Gary Gensler himself taught an MIT course on crypto I mean this wasn't some naive guy who didn't know the difference between Bitcoin and a theory I mean he was wasn't some naive guy who didn't know the difference between Bitcoin and Ethereum. He was running the SEC. Now he's out and the crypto people sort of have the run of the town.
Starting point is 00:47:50 I also think there's an element of fatigue here that parallels kind of like the broader fatigue over what's going on with Trump. I mean, some of the loudest crypto critics, you know, people like the actor Ben McKenzie, who was super vocal during the last kind of bull run and crypto crash. Those people sort of feel like they made their point. They were screaming about how dangerous crypto was, and then the whole thing crashed. Sam Bankman Fried went to prison, and they were proved right in a lot of ways. Yet crypto came surging back, and I think a lot of people don't have the energy to fight
Starting point is 00:48:21 this fight all over again. Maybe part of that is just the assumption that when that crash happened, it seemed like the people who were affected were the ones that had decided to take the gamble on crypto, whereas people who just ignored the whole thing were basically fine. And so maybe that's why people are sort of prioritizing their energy a little bit differently. What I think is concerning though is what you said, which is, look, if we pass a stable coin bill in this country, if crypto becomes sort of more connected to the main economy, then all of a sudden, if there's another crash, normal people might start to feel the pain. Yeah, absolutely.
Starting point is 00:48:55 Crypto used to be walled off from the real economy, and it still is in a lot of important ways, but that's beginning to change. The walls are coming down. We already have a Bitcoin ETF. We could have an XRP ETF soon, a Solana ETF. That just creates more avenues for people to put their traditional savings into crypto. If your employer tells you that they're going to start paying you in Cardano, look for another job.
Starting point is 00:49:20 That's what I'm going to say. I will say that I think there's also an element of complexity here that makes it very hard for people who are not spending hours a day trying to keep up with what's going on on crypto to make sense of it all. It reminds me a little bit of what happened on Wall Street during the financial crisis, where you suddenly had these assets that no regular people had ever heard of, mortgage-backed securities, credit default swaps, like synthetic bonds, like these things that were very esoteric and hard to understand, all of a sudden became
Starting point is 00:49:51 quite important. And the people who understood them had been trading them for years trying to make a bunch of money, but they had not been sharing that information because it was not in their interest to share that information. They didn't want us to know what was going on. And so my fear is that there's something similar happening in crypto right now, where the people who really understand this stuff are making a killing on it, possibly at the expense of the rest of us. Yeah, and you know, the complexity was a barrier to regular people getting into it for a long time.
Starting point is 00:50:18 But you know, with these ETFs coming onto the market, you know, suddenly there's a way for you to buy this from your brokerage account, to have it kind of factored into your retirement investments. It just increases the level of exposure. Yeah. Well, DYB, thanks for coming on. DYB. Good to see you. DYB.
Starting point is 00:50:36 Thanks for having me. Never actually heard anyone say that out loud. I thought it was just the text thing. I thought the same thing. Yeah. When we come back, we'll follow up on our episode about vibe coding and what you built with your vibe coding tools. It's time to share with the class. Well, Casey, a couple weeks ago on the show, we talked about AI vibe coding. This is this idea of using AI tools to build apps and websites and other things for yourself, even if you don't know how to code.
Starting point is 00:51:32 I talked about some of the projects I'd been building. I built you a hot tub time machine for your hot tub. And we asked listeners to tell us what kinds of projects they were vibe coding in case we got a lot of responses. We got so many responses. I'm told it was more than 60 and all, and it was so fun to read through these. Some of the people who wrote in
Starting point is 00:51:52 had some amount of technical expertise, and it does seem like the more technical expertise they had, the further they were able to get. But we were also hearing from people who had never coded before, and were just trying to see how far they could go with the tools that they have today. And in some cases, the answer was pretty far.
Starting point is 00:52:07 Yeah, and I wrote a column about this last week about my vibe coding experience. And I also got just like a ton of feedback, emails, comments, texts from people who said, I was pretty skeptical about these tools. Maybe I hadn't used them in a while. But after I read your article or heard your segment, I went out, I tried this stuff, I built something.
Starting point is 00:52:27 So I do think that there's something about having this first-hand experience encounter with this technology that is persuasive in a way that like two guys yakking about it are not. Yeah, and for what it's worth, after we had that conversation, I went back to my house and I got out my laptop and I attempted to vibe code. Yeah, what'd you vibe code? I made a little platformer video game with a frog in a bathrobe jumping around various platforms collecting coins I realized that sounds absurd. The absurd thing was I was able to make that Yeah, cuz I just typed a few words into a box. It works. It works. Now. Is it a very fun video game?
Starting point is 00:53:00 No, but like it exists That's amazing. It is amazing. Wait, can I play it? Absolutely. What's it called? It's called a frog in a bathrobe Okay, so before we hear about our listeners vibe coding experiments I should also check on the status of the hot tub time machine. How's it doing? Well, you know, first of all, I have to say thank you It was very kind of you to spend some time in your busy life Creating a program that would attempt to instruct me When to put various chemicals and do other forms of maintenance on my hot tub
Starting point is 00:53:30 Hot tub time machine did seem to get a little out of control I don't know what I would say that after our episode it was emailing me basically every day and like telling me to do quarterly Maintenance like after I'd own my hot tub for a week So fortunately the emails have slowed down a bit But it did introduce some questions into my mind about the reliability of Hot Tub Time Machine. Yeah, well, I'm sorry about that. And I have not looked into that because frankly,
Starting point is 00:53:53 I wouldn't even know how to start debugging something like this. This is one of the like weird things about vibe coding is that you can create something that works sort of, but if it ever breaks, you have no idea what you're doing. You just have to kind of like poke at it and say like, fix it. Which is the exact approach I take to home maintenance.
Starting point is 00:54:13 I just, if it breaks, oh boy, I'm vibing in the house all day, but then, uh-oh, this stopped working. Why isn't the ice maker making ice? I don't know. I vibe assembled an Ikea shelf the other night. Let me tell you. Don't stand underneath it during an earthquake. That's what I'll say about that shelf.
Starting point is 00:54:31 Okay, let's get to our listeners and let's hope that they are doing a little bit better than we are with our vibe coding experiments. Let's do it. Hi, my name is Mike Latchick and I live in Chicago's Wicker Park neighborhood. First of all, the app I made is a speed reader for myself and for my dyslexic ADD friends who can't read without jumbling up letters
Starting point is 00:54:52 and words and losing focus altogether. How it works is you paste text in, say, from an article and it displays one word at a time at around 400 words per minute versus 250 words per minute for normies. I'm not a coder, but I did run the product team at my last startup and the experience was so similar to working with a developer. The better I define the project upfront, the better the results. If I started with a loose definition, it could become really laborious again, just like working with a real developer. Thanks for letting me share, keep up the great work. So Kevin, how did you understand what Mike has built?
Starting point is 00:55:30 So this is an interesting, because it's similar to things that I think have been around for a number of years, which are these speed reading apps that basically take blocks of text, whether it's an article or a book or just a long email, and they basically do what is called rapid serial visual presentation or RSVP, which is basically flashing one word at a time on your screen very quickly. So instead of like reading left to right, you're basically just like getting the sort
Starting point is 00:56:03 of fire hose directly at you. You don't have to move your eyes at all. It's just sort of one word after another. And people who swear by these apps, I've never been a big user of them, but people swear it helps them read much faster. It could also be helpful for something like dyslexia where it maybe helps you avoid transposing letters and getting confused that way. So I love this. We hear from listeners sometimes who want us to talk more about accessibility issues
Starting point is 00:56:29 and technology. And maybe one reason why we don't talk about it more is that it is a topic that platforms generally give short shrift to. We do not see huge investments being made in accessibility software. And so this feels like a perfect use of vibe coding. You are scratching your own itch.
Starting point is 00:56:46 You are building the thing that you cannot trust the company to build for you. And now you have a tool that is maybe gonna be useful to folks who have dyslexia and ADHD. Yeah, I should say, I also think this is a great idea. And I think it also demonstrates how disruptive vibe coding can be. Because there are speed reading apps
Starting point is 00:57:02 that work basically as Mike described, that are out there on the market that you have to pay for and So you could go download one of those and maybe it'll be a little more polished and have a few more features Or you could just make one yourself for whatever subscription vibe coding product you're using and build your own that you can use over and over Again for free. Yeah, very interesting. All right, let's hear the next one My name is Lauren Buell and I'm a full-time practicing anesthesiologist based in Hanover, New Hampshire. And I started vibe coding with Claude back in November of 2024
Starting point is 00:57:32 and created this app called Consolecraft that uses adaptive AI to simulate anesthesiology case discussions and provide real-time feedback that's based on case scripts and answers that are written by me. And I have no coding experience and just a very basic understanding of the command line. So it took me about six weeks in my spare time to make something that was functional enough that I could send it to my colleagues.
Starting point is 00:57:52 And now it's been about three months of adding new features and cases weekly, including a database so I can save transcripts for research. And I expected to hear mostly from my residents who were using it to prepare for their oral board exams, but I've also gotten a lot of positive feedback from colleagues who say things like, you know, I haven't really done that particular case in a while in the operating room, and this was a nice refresher, you know, which has been really great to hear and really unexpected. Well, I got to say, this anesthesiologist did not put me to sleep.
Starting point is 00:58:19 No, this perked me right up. So explain what Lauren has built here. Okay. So I'm looking at Lauren's app right now. It's very pretty, it's called ConsultCraft. And it looks like basically a case simulator where you can say something that I don't understand. Like say you have a trans carotid artery revascularization
Starting point is 00:58:42 for carotid stenosis. I do have that. And you can click on that and you can go into like a tutor mode where it explains the case. A 77 year old man with history of hypertension, something else I can't pronounce and diabetes, malitis presents to the ED with an episode of right-sided amorosis
Starting point is 00:59:05 Fugax wasn't amorosis in the first Trump administration That's Omarosa. That's right. Yeah, so it basically says like what do you think of this case? And then you can type your response and get some feedback or there is a voice mode. This is very cool Yeah, and I get why this took Lawrence six weeks to build it is not a simple tool But I can see how this would be quite useful. Absolutely. And I find this so inspiring because all of us have some kind of itch
Starting point is 00:59:35 in our professional lives where we feel like if only we had a tool like this, it would make my life so much easier. Up until now, if you couldn't write software, you probably couldn't do much about this, certainly not in the digital realm. But Lauren figured out, you know what, I'm gonna apply myself, I'm gonna spend six weeks,
Starting point is 00:59:52 and I'm gonna build something that now is benefiting not just myself, but all of my colleagues. This is just a great example of the potential of VibeCoding. Yeah, and it actually illustrates something that I found when I wrote about VibeCoding, which was that I had built all these software products that I thought were only useful for me, like this tool to help me recommend what to pack for my kids' lunch.
Starting point is 01:00:11 And I put it out there in my story that I built this, and I started hearing from people saying, can I get access to this tool? So it turns out that if you build something just for yourself, there's probably at least a few other people in the world who could benefit from it too. So true. Let's hear from our next listener. Hey, Kevin and Casey. This is Matt. I'm a graphic designer.
Starting point is 01:00:32 I live in Los Angeles and I've been vibe coding for like six months. I created a project called Flavor Finder with Claude and it's a combination of the data set of the flavor Bible, which is an excellent cooking reference, along with the UI of a color palette generator. So you can kind of go one by one and you can build the palette as you go, or you can just push generate and it will create a five ingredient flavor pairing
Starting point is 01:00:59 that all of the ingredients pair well together. You can lock ingredients and substitute, move them around. It's actually been a really fun way to discover new stuff in the kitchen. Another exercise that I do with a lot of the LLMs is something I call Rocham Toe. It's a combination of the two worst games of all time, Tic Tac Toe and Rock Paper Scissors.
Starting point is 01:01:19 And I just say, hey, create a little playable web app for me combining these two games. They're so bad, make something fun. I have to say, hey, create a little playable web app for me combining these two games. They're so bad, make something fun. I have to say, unfortunately, it's struggled to create anything that's very entertaining, but it is an interesting way to kind of observe how an LLM is thinking. And I should just start by announcing that the New York Times company has acquired Rocham Toe for a billion dollars. Move over, Wurdle! So here's Flavor Finder.
Starting point is 01:01:49 And if you, you see some ingredients that might work well together here, watercress, pineapple, pork, shallot, and olive oil, and you can just have it sort of generate like different combinations of things that fit the taste profile that you're looking for. Look, I am not a good enough home cook to take advantage of something like this, but I know a lot of people probably are.
Starting point is 01:02:14 I might try this. I think you should. The next step beyond vibe coding is vibe cooking. And I would like to challenge him to a game of Rochamptow. All right, next one comes to us from listener Zach. Hi, Kevin and Casey. My name is Zach. I'm a photographer in New York City. And like Kevin, I was once a young nerd who bounced off of coding in exchange for photography and Flash and Dream Waiver and all that And lately I've been using like a combination of chat GPT and Claude and deep seek to help me write these little Custom shell or Python scripts that helped me with some mundane photo tasks
Starting point is 01:02:55 For example, I had a recent job where I had almost a thousand images that needed to be renamed based on the subject moved into subfolders based on that name and exported from their layered Photoshop file into like JPEGs and TIFFs, different file sizes. It was a whole mess. And AI helped me write a script to automate this organization process. It even tried to make a Photoshop script to help the export, but it was pretty bad at that language. But, you know, of course with all the debugging, it probably took twice as long as it would have taken to do manually. But it was a lot more fun. And now I have this cool
Starting point is 01:03:30 script I can tweak in the future. Thanks. Yeah, so I feel like a question that we never quite answer enough is like, what what do we actually want AI for? And to me, an answer to that question is most people's lives are filled with unimaginable drudgery and things that take so long and are so tedious and require zero creativity, really none of their human skills whatsoever. And Zach found himself in exactly this situation, right?
Starting point is 01:03:55 He has a thousand photos, he needs to manipulate them, it's gonna take forever, but can he just vibe code a solution that takes him twice as long to do as if he had just done it himself? And I think that's inspiring. Yeah, it is. But also, I think he's being a little facetious about this because it does seem like this is a process that he
Starting point is 01:04:12 does frequently. And so this tool will help him save time in the future. Yes, there is some set up cost to building this tool for yourself. But if this is something that you're planning to do over and over again, it may actually make sense to build a tool rather than doing it manually every time Yeah, absolutely and honestly like to me the sort of like
Starting point is 01:04:30 BS I want to deal with is wrangling with the computer rather than like the tedium of doing it myself You know I'm happier trying to create the tool that hopefully has multiple uses in it Then I am just being like well It'll be faster if I just manually rename a thousand photos. Right. And I think the part of Zach's response that I just resonate with so much is the joy of it. I mean, this is something that I got a lot of blowback on
Starting point is 01:04:54 when I published my call. People said, oh, does any of this stuff actually work? Does it actually save you time? How hard is it to actually, you know, decide what to put in your kids' lunchbox yourself, you lazy jerk? And I understand that, like, I think for me, the point of vibe coding is not pure efficiency,
Starting point is 01:05:12 it is also like discovery and exploration, and just, I find it very fun to watch the code fly past as the computer goes to work building something for me. Yeah, to make a point that I think is sometimes underappreciated, it is fun to learn and it is fun to make things. And these tools help people learn to make things. And that's cool.
Starting point is 01:05:30 Yeah, thanks Zach. All right, let's hear from our last vibe coding listener of the day. This one is more of a request. Hi, Kevin and Casey. My name is Ashley. I'm from Southern California. And I am a working mom with four kids, a nine-year-old, a six-year-old, a four-year-old, and a two-year-old.
Starting point is 01:05:50 And my vibe code idea is I just need an app that goes through all of the social things that I'm supposed to read and capture and do something with across my kids' social calendars. So it's like email, WhatsApp chat, Instachat, text messages, Evites for the birthdays, even Facebook messages. I don't know if that's still a thing. But I just need something that's in summarize, plan, give me a to-do list, and put it on a shared calendar, which I guess sounds like something that a wife would be able to do, but I'm not that interested in that. So if you could just vibe code me a bit of a wife, that would be awesome. I love the show. Thanks.
Starting point is 01:06:42 Thank you, Ashley. Truly, I don't know if I've ever been so delighted on the show as I have been listening to Ashley's children stampede through her house in the background of her recording this request, which I think is a great request. Yeah, also four kids as a working mom. I'm tired just thinking about it. Yeah, God bless you.
Starting point is 01:06:59 God bless Ashley. Now look, this one is a challenge. First of all, the idea is great. Like, I want Now look, this one is a challenge. First of all, the idea is great. Like I want this too, and I don't even have four kids. I think the challenge is, Ashley wants many disparate services to interact with each other. And right now, those services mostly do not have ways
Starting point is 01:07:20 of interacting. But Kevin, as you, a more seasoned vibe coder, look at this, do you feel like you know an approach that could work more seasoned vibe coder, look at this. Do you feel like you know an approach that could work? Yes, I think we can do this. I don't think it is going to be very straightforward because as you said, it does require the sort of interoperability of a number of different apps that don't natively work all that well together. But Ashley, I think we can get this done for you. And it is my pledge that we will do our best because I honestly need this too.
Starting point is 01:07:45 I've only got one kid, but I'm telling you, man, the toddler's birthday party circuit is out of control. It never stops. Yeah, it never stops. Kids are always having birthdays and there are so many of them. And some say no gifts and some say gifts and some are at parks and some are at zoos.
Starting point is 01:08:02 And you gotta keep track of all of it. And my God, how does anyone do this? How does anyone do it? And can it be VibeCoded? So for my own sake and for yours, Ashley, I'm going to try to VibeCode this app for you. Keep you posted. And you're gonna report back to us.
Starting point is 01:08:15 I will. Okay. Well, it makes sense if the sort of narrative arc of this show is an AI trying to get you to leave your wife to you mastering AI to vibe code a wife. That feels like a great sort of season finale for the Hard Fork show. I agree. Yeah.
Starting point is 01:08:32 I agree. Yeah. Well, listen, thanks again to everyone who emailed us. All of the emails delighted us. We feel like you guys really like trying new stuff and showing us what you're trying and it inspires us. So thank you. One more thing before we go this week, Hart Fork is looking for an editor, specifically someone who can take the raw material of what Kevin says and try to make it make sense for the rest of us.
Starting point is 01:09:13 So if you think you might have that skill set, please go to mytimes.com slash careers and look for the Hart Fork editor job. We'd love to talk to you. Hart Fork is produced by Whitney Jones and Rachel Cohn. We're edited by Rachel Dry. We're fact-checked by Ina Alvarado. Today's show was engineered by Chris Wood. Original music by Sophia Landman, Diane Wong, and Dan Powell.
Starting point is 01:09:36 Our executive producer is Jen Poyant. And our audience editor is Nell Gologley. Video production by Chris Schott, Sawyer Roquet, and Pat Gunther. You can watch this full episode on YouTube at youtube.com slash hard fork. Special thanks to Paula Schumann, Qui-Wing Tam, Dahlia Haddad, and Jeffrey Miranda. You can email us as always at hardfork at ny times dot com. If you happen to be in Austin, Texas for South by Southwest this weekend or early next week, Casey and I will be there.
Starting point is 01:10:07 Catch us around town. Say hi. Say hi. Let's get some tacos. Let's vibe-quit.

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