Morning Brew Daily - Experts Sound Alarms on AI & Sugar Prices Hit 5-Year Low

Episode Date: February 13, 2026

Episode 779: Neal and Toby explain why some of AI’s top minds are sounding the alarm about how quickly the technology is evolving. Then, why Corning’s stock is setting records and weight loss drug...s are sending sugar prices to historic lows. Then a deep dive into Olympic stones and drones and the headlines you need to know before the long weekend.  Learn more about FlavCity at https://go.shopflavcity.com/mbds  Sign up for our monthly trivia! https://mbdtrivianight-feb2026.splashthat.com/  We’d love to hear from you! https://www.morningbrewbreakroom.com/c/r/MBDS?display=mbdailyshow  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Discussion (0)
Starting point is 00:00:01 Consider this comparison. PWC data found the percentage of CEOs who report revenue gains or cost reductions from AI is almost equal to the percentage who say they're still stuck. What separates these two groups? PWC points to a clarity issue. Even for CEOs, it's hard to tell what's AI hype, what's reality, and where this tech can make a tangible difference. Learn where AI can actually make an impact and what successful adoption looks like at
Starting point is 00:00:26 pwc.com slash U.S. slash brew AI. That's pwc.com slash us slash brew AI. Good morning brew daily show. I'm Neil Fryman. And I'm Toby Howell. Today AI presents an existential threat to humanity, say people working on AI. Then the hottest stock right now is a 175-year-old glass maker. It's Friday, February 13th. Let's ride. Today is Friday the 13th. Tomorrow is Valentine's and a new pop-up in New York City manages to combine the doom and doting of both. This week, the chat bot platform Eva AI opened what it claims is the world's first AI dating cafe in New York City.
Starting point is 00:01:14 What that means in practice is you go to this bar by yourself, sit down and put headphones on, then flirt with an avatar on an iPhone that's propped up on the table. Good luck to the server who's trying to take your order. No doubt, this was mostly a marketing stunt, and the people who've showed up so far were more in it for the novelty of it all than to actually find digital love. but hey, at least AI is a cheap date. Yeah, there are certainly more influencers or media at this cafe than actual people taking their AI out for a date.
Starting point is 00:01:43 But this is happening. People are talking romantically to AI companions. 28% of American adults admitted to having at least one romantic encounter with AI as of last October. 42% of high schoolers admitted to using AI companions for friendship. And then the Reddit community, our my boyfriend is AI, has very, 48,000 user so maybe they're not actually going out on dates to bars, but they are certainly speaking with them, maybe in the privacy of their own homes. This may be the first day I dating cafe,
Starting point is 00:02:13 but it might not be the last. Absolutely not. And now a word from our sponsor, Flav City. Neil, my smoothie budget is getting crazy. I'm buying all kinds of berries, powders, tonics, and don't even give me started on the price of mushrooms. That is crazy, especially when Flav Cities all-in-one smoothies have the benefits of those ingredients in one bag, no blender. needed. All right. Well, there's no way it tastes better than my super secret smoothie recipe. No, they absolutely taste better than your gross weird smoothie. Whether that's the pleasantly pepperminty shamrock, banana bread, brownie batter, or any of their wide range of flavors, you get a tasty protein-rich smoothie. All that and with 25 grams of protein, 10 grams of collagen,
Starting point is 00:02:51 wow. Head to go.com. Shopflavcity.com slash MBDS. That's go.com. Shopflavvcity.com and play. Come together on a Windows 11 PC. And for a limited time, college students get the best of both worlds. Get the Unreal College deal, everything you need to study and play with select Windows 11 PCs. Eligible students get a year of Microsoft 365 premium
Starting point is 00:03:19 and a year of Xbox GamePass Ultimate with a custom color Xbox wireless controller. Learn more at Windows.com slash student offer. While supplies last, ends June 30th, turns at AKA.m.m.S. slash college PC. Something pretty unnerving happened this week. Leading researchers at OpenAI and Anthropic, two of the leading AI companies said they were quitting. But it's not that they quit.
Starting point is 00:03:40 That'll give you goosebumps. It's how. After they left their jobs, these researchers wrote sermons warning that rapidly advancing AI could break containment and threaten humanity. In essence, they said that as employees on the inside of AI companies, they saw the future. And they're telling all of us on the outside that things are not under control. after Mrenang Sharma, who led Anthropics Safegards Research Team, quit on Monday. He said, quote, the world is in peril. We appear to be approaching a threshold, he added, where our wisdom must grow in equal measure to our capacity to affect the world, lest we face the consequences.
Starting point is 00:04:13 Now that he's left AI, he's going to pursue poetry. Another one of the defectors, Zoe Hitsig, said she was leaving Open AI because of, quote, deep reservations about the company's direction, specifically its recent push to include ads in chat GPT. In the New York Times, she wrote, I once believed I could help. the people building AI get ahead of the problems it would create. This week confirmed my slow realization that Open AI seems to have stopped asking the questions I joined to help answer. And I didn't even mention the most discussed piece of AI doomsday literature that arrived this week in a mega viral article on X AI entrepreneur Matt Schumer compared our current situation to February 2020 when many people dismiss what would later become a global pandemic.
Starting point is 00:04:52 Toby, you're freaking out? I don't know if I should be freaking out, Neil. And that's the problem. It's never good when loudest warnings are coming from the people closest to these problems, but I really don't know what I'm supposed to think just sitting as a normal, you know, casual user of AI. Is this just another part of the cycle where people start yelling out? Dune's day scenarios, we've been hearing this since AI kind of came to fruition a couple of years ago. Why is now a better moment? And there are a few things that you could point to that say, yes, this is now a moment to be concerned, mainly that AI is getting better at self-improving. It's getting better at using code to improve itself.
Starting point is 00:05:32 And that is a slippery stope that if, you know, Open AI's latest Codex model, for instance, writes the code that improves upon itself, then humans are out of the loop and it can kind of spiral into the singularity can spiral into a Terminator scenario. These are all the things that people, you know, keep AI researchers up at night. So I don't know if this is a real inflection point, it feels like it because of all the people that just quit at the same time, or maybe it's just another bump in the road. Yeah, yesterday, Spotify went on its earnings call, had its earnings call, and they said that the best developers at their company have not have not written a single line of code since December. Chat GPT 5.3 Codex, which is OpenAI's coding tool, said it was
Starting point is 00:06:17 our first model that was instrumental in creating itself. And then Claude Co-Work said that, which is Anthropics Cloding tool, said that it was written almost entirely by Claude itself. So we're seeing the proliferation of agents. These are AI that'll do all, that I'll basically go into your computer and do everything you can for you. Seems like this is perhaps the tipping point. This is perhaps the AI advancement that has led to this wave of resignations
Starting point is 00:06:44 and these increasing calls of not just doomsday scenarios for like Terminator, but also just a huge job wipeout. These are software engineers saying, I'm not needed anymore. Like, this is doing my job. Just wait for it's coming to you next. And meanwhile, if that... And meanwhile, there's this insane juxtaposition
Starting point is 00:07:02 happening right now because Anthropics just raised $30 billion at a $385 billion valuation. Their run rate has grown to $14 billion. That is 10x growth annually. It is an insane company right now. I have some stats from Axios on the adoption of Anthropics Claude Code. That revenue has risen above. of $2.5 million, more than double at the start of the year. Its weekly active users have also doubled. Customers spending over 100,000 annually have grown 7x over the past year.
Starting point is 00:07:33 And according to Anthropic, eight of Fortune 10 companies are now clawed customers. So everyone in their mother at the highest levels of corporate America have adopted this coding tool. And we have never seen revenue growth at this speed, which is crazy to talk about as soon in the same sentence as talking about all these researchers quitting because of AI safety concerns. And the question a lot of people are asking is, where is Washington on this? You have, even Anthropic CEO, Dario Amadeh is saying, yes, there's a small chance that we're going to, like the stuff I'm working on is going to wipe out humanity. You saw this wave of resignations, but there's basically crickets coming from Washington, D.C. Well, a bunch of pro-AI and anti-AI
Starting point is 00:08:14 forces are coming together to make this a big issue in the upcoming midterm elections. Anthropic. We keep coming back to them. Just announced it's putting two $120 million into an AI regulation pack ahead of the midterm elections. Meanwhile, on the other side, you have a pro-AI pack that has raised $125 million so far. That's from Andreessen Horowitz, Open AI co-founder. So you're seeing a lot of war chests being raised to go after this issue and whether or not we should actually regulate AI. And to what extent, especially as these calls from the inside grow louder. All right.
Starting point is 00:08:48 Let's move on to our Stock the Week and Dog the Week, the Segment, where we pick one that controls the concentric and eccentric portion of their lifts, and one stock that just lets the weight flop around. I won the pre-show game of who can stick a sticky note higher on a wall, so I'm up first, and my stock of the week is Corning. Coring is a 175-year-old company that used to make light bulbs for Thomas Edison, but now it's one of the hottest names in the AI trade because of its focus on fiber optic cables. Fiber optics flopped hard in the wake of the dot-com bubble, but have found second life as the arteries inside data centers. Fibroactics use light to transmit data instead of electrons,
Starting point is 00:09:26 making them more efficient for server-to-server cabling compared to something like a copper cable. And Corning is the Michael Jordan of these things. According to the Wall Street Journal, they pull glass strands until they are as thin as a human hair, sometimes stretching 30 miles long. They're so translucent, you could fill an empty pool and still see the bottom. Corning actually lost money for years before Data Center showed up,
Starting point is 00:09:49 but everything changed after Chat CPT launched. It took them 50 years to sell its first 1 billion miles of optical fiber. Then just eight years to sell its next billion. The third billion will come even sooner. Investors have certainly taken notice. Corning is up 15% in the last week and 158% over the last year, surpassing its pre-dot-com bubble high. I knew I should have invested in Corning instead of cornhole, Neil.
Starting point is 00:10:15 Come on, Toby. I've noticed a pattern in our stocks of the week. I mean, at least last week we did Caterpillar, right? Which made generators that go into data centers. This week is Corning that makes fiber optic cables that go into data centers. So I don't know, maybe if you're a savvy investor or someone who's looking to make some money in the stock market, you just look at whatever inputs are going into data centers and just try to invest in whatever company. I don't know if we're just doing the panels next or the catering company that's catering to the workers.
Starting point is 00:10:43 But this all stems, it seems, from a meeting in 2018. Corning executives went to Dallas to tour a data center owned by META, and what they saw there was a lot of copper cables, a lot of older fiber optic cables, and there were just so many of them. And they said, okay, maybe we should just make a better fiber optic cable because I'm already seeing a lot here. This was back in 2018, and then 2022 comes along
Starting point is 00:11:06 and absolutely supercharges demand for data centers, AI data centers, and fiber optic cables. And they were just like, oh, yeah, we have all of this ready for you. We're already the biggest maker of fiber optic. cables, and they were just ready to go to supply all this data center build out worldwide. Yeah, a lot of company leadership will go, thank goodness we took that trip in 2018 because we would not be where we are today without that. I do want to dig into why optical fiber is better than copper. And it's not necessarily better. It's just different. Power flows pretty
Starting point is 00:11:36 well through copper, but data flows better through fiber. So it's kind of different use cases. It's just a lot more efficient to over short distance photons, which are, you know, light packets that are traveling through fiber optics. They are three times more efficient. Over long distance, photons are 20 times more efficient. That's why it was a big part of the internet boom and internet revolution because it was so good at those things. But Corning also is just a cool company because it's made a lot of cool stuff over its time. I mentioned they were literally making glass bulbs for Thomas Edison back in the day. They also make Pyrex as well. They are part of the team that makes the iPhone and the hard to glass shatter. We just mentioned Corning Earth.
Starting point is 00:12:17 earlier this week because Ferrari unveiled their new interior of a electric vehicle designed by former Apple designer Johnny Ive, and it is full of Corning Components. So this company does tons of cool stuff. They're very innovative to keep everything in house. It's a name that people know, but has just recently risen to the forefront. Yeah, the last time I thought about it, I think it was 10 years old. We were doing a road trip through upstate New York with my family. And we went to the Corning Factory, which is up there.
Starting point is 00:12:44 And, you know, it was pretty cool. and I didn't realize that I would be talking about later on a podcast. Okay. You should have been investing in Corning instead of, you know, looking out the window playing the alphabet game, Neil. You could have been generationally wealthy by this point. All right. My dog of the week is C12 H-2-011, better known as sugar. According to the financial time, sugar prices have plunged to their lowest point in more than five years as people on GLP1 treatments lose their sweet tooth. The decline is pretty staggering. Rock cane sugar futures have fall into less than half of their levels from late
Starting point is 00:13:16 2023 and are sitting at prices not seen since October 2020. Traders told the FT that this is no doubt a result of weight loss drugs sapping future demand for sweets. Last year, 10% of the entire U.S. population was on some form of GLP1 drugs, whether Zepbound with Govi or any
Starting point is 00:13:32 number of knockoffs. These drugs limit how much food you want to put in your stomach, very much including dessert. And so people are forecast to eat a lot less sugar going forward. And by a lot, I mean that the U.S. Department of Agriculture lowered its estimate of sugar use by 23,000 tons through 2026 because of a drop in human consumption. Toby, I'm not going to sugarcoat it. Weight loss drugs are rapidly shaking up food markets.
Starting point is 00:13:54 They're shaping up, shaking up lots of different markets. I go to the supermarket aisle in the UK cottage cheese sales are up 50% year over year, according to data from Numerator. You go to the airline industry. They're projecting $580 million of cost savings because slimmer passengers, lighten aircraft's loads, you save on fuel costs. And then also you look at shares of the Magnum Ice Cream Company that was recently spun off from Unilever. They said that we are facing structural risks posed by GLP1 drug. So you are seeing it in all sorts of categories, obviously food, but even as far as airplanes as well. The market for sugar specifically is very funny because there are some, there is a thing such as people with a sweet tooth, because
Starting point is 00:14:40 it's very top-heavy. The top 20% of consumers account for about 65% of sales of products like sweet products like cookies and ice cream. So if GLP1 gets to these super users, then this entire sugar market craters, because those of us on the 80% spectrum, we're like, okay, sugar is fine, but I don't really care about it. But there are some superpower users that are kind of propping up this entire sugar industry. And if those fall by the wayside, then, then, you know, this entire thing collapses. You just put yourself within the 80% of non-sweet tooth. You said those less than the 80%.
Starting point is 00:15:14 You know that. I'm not a big dessert. You're not a sweet tooth. I, unfortunately, am a sweet tooth. I am 100% part of the 20% there. Can I give you a secondary dog of the week too, Neil? I know your sugar one was great. I don't need a chemical formula for this one.
Starting point is 00:15:28 Green light. I'm not, yeah, I don't even know why I asked permission. I'm going to do it anyways. So trucking logistics companies got wiped out over the past week, and you'll never believe why. It's because of AI fears of disrupting the industry. The Russell 3,000 trucking index fell 6.6%. Landstar systems down 16%. C.H. Robinson was down 24% for a record intrajit drop. These are companies that sit between shippers and trucking capacity,
Starting point is 00:15:55 but the market peaked on itself because a company formerly known as the singing machine company, a karaoke business, rebranded in 2024 into an AI logistics platform, and they announced this new thing called semi-cab that they claim helps customers scale freight volumes by 300 to 400 percent without increasing operational headcount, basically making it a lot more efficient. Same trade that we've seen play out in many, many other parts of the economy. Now it just hit the trucking industry. It is insane because this website still references singing machines on it, and yet it just wiped out billions of dollars from major trucking companies.
Starting point is 00:16:32 The stock market is jumpier than after I see a horror movie. First, it was software, wealth management, commercial real estate, now trucking. And these are just like really small announcements. Just it's panic and nervousness everywhere. And tech stocks specifically have been down pretty hard this week. All right, we're going to take a quick break and come back with some Olympic stories right after this. Yamava Resort and Casino at San Manuel is California's number one entertainment destination for today's superstars. Catch the Jonas Brothers return to the Yamava Theater stage on April 30th.
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Starting point is 00:17:35 Get a quote or find an agent today at thehartford.com slash small business. It's time to refresh your yard during spring backyard days at the Home Depot. Get low prices guaranteed on propane grills starting at $179, like the next grill 3-burner gas grill. Or get $50 off a select Weber Spirit grill and bring big flavor to your backyard. Then set the scene with Hampton Bay string lights that bring it all together. Shop spring backyard days for seven days at the Home Depot. Now through May 6th. Exclusion supplies, seehomedibar.com slash price match for details. So we're a little Olympic pilled right now, as I hope you are too, which is why we went down a bit of a curling rabbit hole recently.
Starting point is 00:18:18 And in that rabbit hole, we discovered granite. Lots of beautiful granite source from a single uninhabited island off the coast of Scotland. Ailsa Craig, as it is known, is where all the granite that makes it into Olympic stones is found. According to CNN, the granite is exceptionally fine-grained with minerals arranged with such compactness that makes it resilient to collisions and allows it to be polished to become smooth enough to glide on ice. Dr. Bob Goday, a geological analyst at the National Museum Scotland, explains why it's Aes Creg or Nothing. Professional curlers have used other kinds of stones which slide perfectly well, but when they hit each other, they don't bounce quite the same. In fact, it's so well suited for curling that no other type of granite has ever been used in formal competition.
Starting point is 00:19:05 Neil, I'll stop there before I get too granite excited and start talking about the differences between common green and blue hone. This granite on Alsa Craig rocks. It really does. And what's super cool is the harvest operation. I guess they call it a harvest is when you take granite out of the landform. It's been described as a military operation. First of all, these harvests don't happen all that often because it's such a process.
Starting point is 00:19:29 One was in 2013. and then another one, another harvest didn't happen until 2020. And they just did a, or they're doing a harvest this fall. So they happen every six, seven, eight years because they get a ton of granite over to the mainland. And that's kind of all they need to make curling stones. But this operation is pretty crazy. The company, there is just one company, we should mention, that has the exclusive rights to harvest granite on this island's called Kays, Scotland. So before they head over, they have to complete a 52-page environmental,
Starting point is 00:20:00 impact report. They're to bring a conservation consultant with them because this is basically an ecological preserves. There are endangered birds and seals there that you can't mess with as you're harvesting the granite. They even have to put rat traps on the landing craft they use because this island is rat free and they can't have rats coming over. So it is a huge process with a lot of paperwork and you can understand why they only do it almost once every decade. And I know I said I wouldn't dive into the different types of granite, but I can't really help myself because a curling stone is not built just using one type, even though it is built using granite from Aelsa Craig. There's common green and there's also blue and red hone. Common green makes up the body of the stone,
Starting point is 00:20:40 including the striking band where the stones actually knock into each other. Common green is great because it gives it stone its springy nature. Like you want it to bounce off of each other. You don't want it to be dead on impact. And then the bottom running surface, as it's called, is actually used blue hone. It has the narrow running band that makes contact with the eye. So very small geochemical differences in the granite, but it makes it well suited for the particular actions needed in curling. I never thought I would know this much about curling, but I'm very happy I do because now next Winter Olympics rolls around you. You can say, oh, oh, I know where that granite comes from. It comes from Ailsa Craig. It's super interesting. And business is booming. So curling first appeared in
Starting point is 00:21:24 Olympics in 1924 was there for a few years and then it kind of went dead and there was no curling at the Olympics until it started coming back and then it wasn't added to the official program until 1990. And now a lot more people are playing curling. I guess you play curling. World Curling's membership has tripled since 1998 to 74 nations. And this case, Scotland is doing pretty good business. It sells these curling stones for almost $1,000 and they produce 2,000 to 2,500 stones each year for 77 countries. Also, I thought this was a final fun fact about curling. It is the only sport in which the projectile's trajectory can be influenced after the athlete releases it. I don't know. I've been kind of like blowing on my darts as I'm playing darts inside a bar, but maybe that's
Starting point is 00:22:09 against the rules. All right, we've talked about stones. Now I want to tell you about drones. Drones have been the under the radar winners of this Olympic Games. First person drones, or FPV, are everywhere you look, falling losers down the track, chasing ski. years down a mountain and racing after curling stones down the ice. Just kidding about that last one. But if you've been watching, you've definitely noticed them buzzing around. I was watching Luz earlier this week and kept seeing a little guy of sorts merge on the track above the athletes.
Starting point is 00:22:38 It happened over and over for every racer, and I just assumed it was an automated system running on cables or something. No. There is a dude piloting this thing in close quarters with no margin for error. In fact, every drone you see has a pilot behind. the sticks. And it's made viewing a lot more immersive. Social media is full of people saying they never truly understood how fast downhill skiers are going until a drone brought them close to the terrain going nearly 90 miles an hour. I can't get enough of these things. Yeah, these drones have
Starting point is 00:23:09 been especially invaluable for those of us who want to get a closer look at doubles luge, aka seated rivalry. But if you think about the production challenge that's facing NBC and other broadcasters at the Winter Olympics. I mean, you are, typically, when you are broadcasting a sport, it's very static in a contained atmosphere. It's a basketball court. It's a football field. It's a hockey rink.
Starting point is 00:23:31 These are mostly indoor enclosures. Well, now you have to show the audience what it's like to, for someone to ski down 80 miles per hour, a mountain or go down a luge or bobsled track or do a snowboard halfpipe. These are just kind of on a face of a mountain and there's such huge landscapes and scenes. that's very hard for the viewer to understand what's going on. I think drones have been, which first appeared in the 2014 Sochi Olympics, have just been a huge unlock, not just for the Olympics, but for the broader TV broadcasting community to really give us a sense of scale
Starting point is 00:24:03 and speed that these athletes are operating at. And I think the athletes like them because they do want you to understand their sports more. And the pilot of the ski jumping, jumping drone, for instance, is a ski jumper who knew a lot of the athletes personally. so he's coming to it with the intention of showcasing this sport very well, which of course the athletes are going to like. Some have complained about the noise of drones, which they are a little buzzy,
Starting point is 00:24:28 but that's kind of a small majority. I was thinking about safety too, because these are athletes at very high speeds doing their thing, and then you also have these drones at very high speeds with very little margin of air sometimes. And according to the Olympics, the drones never fly over or in front of an accident. athlete. So should something go wrong, it always crashes behind them, which feels very
Starting point is 00:24:52 counterintuitive or feels very intuitive and smart when you think about it. Don't get ahead of your skis and fly your drone ahead of your Luz athlete. And it's been working in the first five days of the Olympics. NBC viewership is up 93% from Beijing four years ago. Now that could have a lot of confounding variables like the time difference. Nope, it's the drones and things like that. But it could be just that people are very into the Olympics. The Olympics has some sauce back. And a good part of that may be the drones and all the viral things going on social media about these new camera angles. And I know you've been waiting all day for this, all morning for this, the day seven viewing schedule from Neil. The highlight of today is Ilya Malinin, Quad God, going for gold in the
Starting point is 00:25:31 free skate at 1 p.m. I feel like these skates every day. Well, they do a short program. I do a free skate. So this one, he's in the lead. They're going at 1 p.m. in snowboarding. This has a lot of people are talking about this. Women's snowboard cross at 840 Eastern Time, which is the race. They're going really fast. Men's half pipe finals at one and then in women's hockey, the U.S. are in the quarterfinals against Italy at 310. And remember you talked about the 54-year-old personal injury lawyer? Yeah, he got on the ice. Remember he said someone would have to slip and fall for this guy to become the oldest American Olympian ever for the men's curling team. No one's slip and fell, but the U.S. team was down so bad in their preliminary match that they just subbed
Starting point is 00:26:08 out so he could get in. And so that is a very cool story. All right, let's bring to the finish with some final headlines. In a major announcement yesterday, President Trump said he's gutting the bedrock scientific finding that underpins the federal government's legal authority to control greenhouse gas emissions. His EPA administrator, Lee Zeldin, called it the single largest deregulatory action in the history of the United States, promising to unleash American industry that has been hamstrung by climate red tape. Critics, including former President Obama, called it a disastrous move that will exacerbate climate change and lead to more preventable human suffering. The science in question is called the endangerment finding, which in 2009
Starting point is 00:26:45 concluded that greenhouse gases pose a risk to Americans' health and welfare based on over 200 pages of evidence. Since then, the EPA has used this finding as the basis for installing limits on oil and gas wells, smokestacks, and other industrial uses to burn climate-warming fossil fuels. In response, California Governor Gavin Newsom said, quote, if this reckless decision survives legal challenges, it will lead to more deadly wildfires, more extreme heat deaths, more climate-driven floods and droughts. and greater threats to communities nationwide. He's promised a legal challenge.
Starting point is 00:27:14 It's also a big deal for the auto industry because they have had these regulations upon them for a lot of years now. And so Trump is framing this as a way to relieve them of those regulations to allow them to make cars more cheaply for consumers. But a lot of industry observers have kind of noted that the auto industry hasn't really been pushing for this because the one thing they do like are just predictable emissions standards. They're like, as long as you give us the benchmark we need to reach,
Starting point is 00:27:40 we can design our manufacturing on this. We can reach those numbers. But now you kind of open the door for confusion. If there's no national standards, some states might step in like California. It's the biggest auto market in the country. They can impose their own emission standards. Plus, there are still requirements you have to deal with abroad. And there's the potential for a rule reversal by a future presidential administration. So maybe it's not going to be the boom for the car industry that many in the administration are framing this as. And finally, there's gig work for everything these days. including closing self-driving car doors when passengers leave them open. In a Reddit post that went viral on X,
Starting point is 00:28:16 an apparent worker at DoorDash posted a screenshot of a job in Atlanta that read, close a Waymo door, no pickup or delivery required, traveling the 0.7 miles to the car and shutting the door pays $625, plus another $5, quote, upon verified completion. Now, it's hard to trust screenshots you see on social media days, but this is real. 404 media confirmed that Waymo and DoorDash have launched a pilot program, that has dashers jaunting around Atlanta closing open car doors because the car won't move until
Starting point is 00:28:46 they're shut. One of my favorite follows on X Trung fan posted. There are around 100 Waymos in Atlanta, so that's 400 doors that you could close. At 625 per close, the Dasher could clear $2,500 a day. Obviously, that's assuming every single door on every single Waymo is left open every day. But the other idea I had was you want to stimulate GDP. One firm needs to hire people to open Waymo doors. and another firm needs to hire people to close them.
Starting point is 00:29:13 That's called creating jobs right there. The first firm would be called Waymo doors, and the second would be called Wayless doors. That is stimulating the economy right there, Neil. It's not stimulating my brain. In fact, it's actively harming it. But if you do want to get on this, if you do want to get it on this enterprise, Toby,
Starting point is 00:29:30 you got to do it fast because in the future, Waymo said that its doors will automatically close, so the window is shrinking fast. All right, that is all the time we have. Thanks for starting your morning with us. Have a wonderful Friday. and an even better weekend. Thanks to the hundreds of you who filled out our survey.
Starting point is 00:29:45 It is so helpful in figuring out our strategy roadmap. If you haven't yet, there's still time. And once you do, you'll be entered into a raffle to win a $500 MX gift card. Five minutes for a chance at $500. Not a bad offer. You can find the survey in the podcast description. And if you want to otherwise get in touch, you can send an email to Morning Brew Daily at morningbrew.com or DM us on Instagram
Starting point is 00:30:06 at MB Daily Show. Let's roll the credits. Emily Milliron is our executive producer. Raymond Lou is our producer, our associate producers, our Olivia Graham and Olivia Lake. Hair and makeup is closing doors and taking names. Devin Emery is our president and our show is the production of Morning Brew. Great show today, Neil. I wish you all well.

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