TBPN Live - AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN

Episode Date: September 21, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with ea...ch episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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Starting point is 00:00:01 How many days till Christmas? TBPN's road to Christmas started weeks ago. We got 94 days until Christmas. Double digits. We're so close. Every day, one day closer to Christmas. So get excited. Start shopping for presents.
Starting point is 00:00:17 Start picking out that Christmas tree. How was your weekend? It couldn't have been better. Yeah, it was good. We were off on Friday. We went to Boston and back basically the same day. Sort of a brutal flight back and forth, a little tired. But I got.
Starting point is 00:00:30 I got completely one-shotted by the new AI video model. Seedance 2.5. Gone are the days of face swaps. I remember when Dreambooth, this paper came out from Google, and it allowed you to very realistically swap your face into a photo. Now, this is something you can just do with a single prompt today. But back then, you had to go and take 10 or 20 different photos of yourself at different angles, different lighting.
Starting point is 00:00:58 Usually just dug through your camera roll, got them. then you had to feed that into like a Python script that was either hosted on co-lab. And then the co-lab thing was weird because it was a luck of the draw, what GPU you got. So you would like sign up and create an instance. And then sometimes it would just be like, you got a 1080TI. And you'd be like, bah, like I can't do what I need to do because I need a lot of memory to do a particular thing. And then sometimes it would be like, you got an A100 brother, like lock in. Like, it was just random provisioning.
Starting point is 00:01:26 And people would be like so excited when they got one or the other. But there was this musician who was like a guitarist who implemented the paper and then basically distilled it down and figured out how to run. This is a crazy thing, but this guy who's just like a hobbyist machine learning engineer figured out how to get Dreambooth running on like basically commodity gaming hardware. So then you could go and you could take your face, fine tune it and then be able to generate new photos in the style of whatever. It was all built on that open source one, not mid-journey. the other image generator, Ahma Stalk, was stable diffusion. Stable diffusion. It was like stable diffusion as the base and then this Dream Booth thing on top.
Starting point is 00:02:08 And it was super cool because if you actually went through, if you jumped through all those hoops, you basically had access to the Magic Avatar thing like three months before everyone else and you could like send one to a friend and be like, oh, this is cool. And then it was just completely commodified. It became an app. And then it just became available in every chat app very shortly after. But the AI video has been moving a lot slower. It's very compute intensive, obviously, since opening I had to shut down SORA.
Starting point is 00:02:35 And it just feels like none of the major American labs are as focused on this. So I got completely addicted to this, had a lot of fun doing it. I'll walk through everything that we did. You no longer need to go get a different app or sign up for anything. I was just texting with Codex remotely. I had a PC that was running this. And then I would just be like, I didn't even say, take this video. I would just say, like, go find some videos and put Jordy in them.
Starting point is 00:03:00 And it would just do that. And I didn't even have to, like, upload photos of you. I would just say, like, go find some reference photography for Jordy across the internet. And so far, it seems to have made a lot of sense not to focus on video, given that Codex and Claude can connect into all these other tools and models and just give you what you want as a user without incurring any of the cost of focusing to make great models or the actual costs of serving them and having to allocate, you know, GPUs here.
Starting point is 00:03:28 I think people will be having fun. Oh, speaking of Codex, let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, creating some of the videos I will show you shortly or automating business workflows.
Starting point is 00:03:41 Code helps you move projects forward from start to finish. So the latest turn of AI video models, like they're really, really good. Not just for the high fidelity stuff, which will show you some of, but even going back to like 90s VHS footage, it can edit anything and it doesn't look weird 90% of the time.
Starting point is 00:03:56 C-Dance 2.5. The big update here is that it replaces the whole person, the whole object, as opposed to just a face swap. It just hits way harder, you'll see. And it matches all the subtle details of the footage, so things integrate really nicely. Dylan Patel posted a video of him as Drake in this Cheetah Print video over the weekend. And I think a lot of people fell for this. It tricked everyone. I think it tricked a lot of people because it's super high fidelity.
Starting point is 00:04:23 Let's play Semi Analysis latest post on X, Dylan Patel as Drake. And what's interesting about this is the video model is really good, but also this Drake video came out a day ago. And so it hasn't saturated the internet. Like a lot of people. A lot of people hadn't seen it. This is the first. Yeah, I saw this video before I saw the actual Drake music video. And of course, the choreography is fantastic in the underlying video.
Starting point is 00:04:49 And that drives the motion. He's using AI. He's using CDN's 2.5. Higgs field wrapped CDNs 2.5 in a model that's sort of a harness that sort of makes this a little bit easier. You can use that via the API. It's also available on fall. And there's a couple other ways to interface with it. But it's interesting because it's highly compute intensive.
Starting point is 00:05:10 China's obviously way behind on compute. So what's going on with the strategy? But before we get to that, it's really fun. So we got to play some of the more videos that we made. So I had Codex finding famous or funny videos to use as base clips. I would just say I started with the rap videos, did a couple of those. I think there's one maybe in the time. Yeah, Noah in the X chat says no headphones, obviously fake.
Starting point is 00:05:31 Oh, true. Yeah, that's a good point. Yeah, this one, because I saw this originally with Elon Musk and Sam Altman rapping. And I think we might be mutated just because of swearing. But what's interesting here is that it does a pretty good job of getting us. But there's moments when I sort of blend into Elon Musk, which is funny because it's not like, It's originally an Elon video, but clearly the underlying video that was driving the AI model was the Elon and Sam version. And then our heights kind of changed.
Starting point is 00:06:02 Like, I look a little bit more like Elon there. But also then I was able to just say like, okay, go make a bunch of tech videos. Like just find iconic videos from tech. And it did it. And it found like Sweet Baby Rays. I didn't tell it to go get that video, but it just did it, which was very cool. Some of them came out really well. some of them didn't do too well.
Starting point is 00:06:23 The one that I liked, I think the most... And it's a funny dynamic that we notice where when you're looking at an AI video of yourself, you're thinking, that doesn't look like me. And then when other people watch it, they're like, wow, that looks exactly like Jordy. Yeah. So let's watch Jordy introduce the MacBook Air as Steve Jobs.
Starting point is 00:06:40 I don't think... Actually, Apple kind of bans everything. So we'll see if this one gets flagged. But we might be cooked on this particular one. Play it. I said video is solved. Roll the dice. The post, yeah, let's roll the dice on this one. Boom.
Starting point is 00:06:55 So it didn't change the voice. So you still hear Steve Jobs' voice, which is also funny about the Dylan Feltin, because it's Drake's voice. So it's like, what did they think happen? He's like lip syncing to it or something? That didn't make any sense. But what's really cool about this is that it changes Jordy,
Starting point is 00:07:09 the small Jorty and the big Jordy. It changes both of them in the same frame. And then even there, you only see a little bit of Steve Jobs' mouth, and it was able to change that to Jordy. So it can represent what's going on outside of the frame. And historically, that's been very difficult for AI models. They want the face in the center of the frame.
Starting point is 00:07:29 They want to be able to crop it and think reasonably about it, but it did a good job there. Jordy as Jensen taking the GPUs out of the oven. Added some mass for this one. Yeah. It's very funny when you use a different person with a different stature, different musculature. Very funny clip, iconic when Jensen announced. Was this, that H-100 announcement?
Starting point is 00:07:52 The A-100 announcement? It was pretty early, but this is still such a funny gag that Jensen actually did this. I love it. He's really grunting. I mean, that's a heavy rack. Such a funny bit that he just did this in the kitchen. It's so good.
Starting point is 00:08:15 I got something I got to show you. Jensen's such a master performer. We saw that on stage at Salesforce, Agent Force. last week. Funny. The key to industry transformation, the key to success is developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers. It really got like the level of sweat on your face, pretty correct, but the face is jumping around. Not quite, not quite dialed.
Starting point is 00:08:58 I think you'll have to perform that one IRL. Some productions will use this where it helps in urgent scenarios. I think some of the stuff is already actually being used in Hollywood, specifically for reshoots. About 10 years ago, Henry Cavill was in Superman, and he left Superman, they rap production. He went to film Mission Impossible. In Mission Impossible, he has a mustache.
Starting point is 00:09:21 So he grew out a real mustache, was filming Mission Impossible, and they were like, we didn't get the shot. for Superman, you got to come back and film another scene as Superman. And he was like, I can't shave my mustache. And they were like, okay, we'll fix it in post. And in the newsletter, there's a photo here that we can pull up of how it came away because they had to remove and reconstruct his lip in his mouth using 2017 technology. And it was not good.
Starting point is 00:09:48 It was very, very rough, probably very tedious, very expensive. Isn't a mustache like the easiest thing to apply? Oh, like fake? Like you should have just shaved it and then put on a fake mustache. Yeah. I don't know. I think Mission Impossible, they want the real thing. But the Superman on the right is Henry Cavill with a mustache that has been removed in post,
Starting point is 00:10:07 and it was widely, widely critiqued by the VFX community. So you can imagine for stuff like that, these tools will creep in very quickly. For most things, it's going to be, okay, well, if you needed someone to drive the video, why don't you just have the actor do that? And maybe for stunts and stuff, you'd do it. But for most performances, I think you'll still be doing it, the old way, at least for the time being. What about some of the other more action-oriented? Yes.
Starting point is 00:10:33 So this was a fun one. I had to go and pull Johnny Knoxville and Steevo clips throughout their filmmaking and TV. Generational run. Yeah, their entire run. Make about 20 of them. And then put it together into a trailer that we can watch now. And I really enjoyed this. We got to do that in the office.
Starting point is 00:10:56 I think Tyler was thinking about getting that. This one didn't seem that bad to me, but Nick said this was terrifying, getting in a cactus. I don't know. I've never really been poked by a cactus. The hands on the bikes. I don't know how the guy on the left wins.
Starting point is 00:11:20 Of course, a lot of stebo in that one. A lot of stevo here too. But I think these work so well, because a lot of the underlying footage looks like AI. It looked like this. The prompts. This looks like an AI prompt. Like drive a jet ski in a pool.
Starting point is 00:11:36 Out of a pool. In a luxury house, you know? This is real, though. This is real. We actually shot this. Yeah, this is real. No, the only thing that's different about this is the suits. We replace the characters.
Starting point is 00:11:46 But the underlying footage is all real from Johnny Knoxville and crew. The fire hose rodeo. This one, that looks fun. just getting just dying laughing so old alligator in the house like that the old alligator in the house trick I think they chilled that guy down
Starting point is 00:12:08 so he was real slow and then the bull run but a very impressive demo because it's able to replace multiple people and do it very consistently even through like some really aggressive motion so I thought that was pretty cool So the whole pipeline here was I was running codex on my PC interacting with that for my phone, the chat chad pt app.
Starting point is 00:12:31 And then I had codex go and generate reference images with just chat chaptimages because it's pretty good at that. And then use those to swap through C-Dance, which was actually rendered via Higgs field. Higgs field, amazing in terms of just delivering the assets, like as an API, extremely confusing as a product. they basically have two ways to give them money. You can load up API credits, and then you can, like, buy a plan. And so at one point, I ran out of API credits, and it was like, time to upgrade to the plan. And I was like, okay, cool, I'm having a good time. I'll do more of this.
Starting point is 00:13:06 Click the button. I'm like, okay, yeah, you loaded up a couple hundred bucks in here with, like, the ultimate plan or whatever. And then it's like, those credits are not available in the API. And I was like, great, thanks. And then it was like, okay, time to add some credits to your plan. I was like, okay, this is what I need to do. I add credits to the fund. It's like, those credits are on your plan.
Starting point is 00:13:26 Those aren't API credits. Those are land credits. And so I have like so much random money stuck in various pieces of Higgs. Well, and I think that's been a massive complaint. Higgs field has faced a bunch of, I think, various allegations over the last year. I'm just like. I mean, the website looks like a gambling company. It'll be like countdown 10 minutes to claim 75% discount on your next credit.
Starting point is 00:13:50 It's like it's totally optimal. for like brain rot as you go through the flow being like oh buy you got to buy yeah i i had seen stuff of like not being able to actually cancel your plan so now that you have a plan that you can't use for anything it's over it's over for me it's over you're a customer for life my question's about cdance 2.5 i was like how is china winning they have one fifth the compute one no rules is it that simple and then also why aren't they open sourcing it they love open sourcing everything they're like we love open sourcing except when we're on the frontier And there's a weird dynamic there.
Starting point is 00:14:23 So first off, did some digging, got some answers. Let's dig into it. At a high level, intellectual property rules are somewhat flexible over there. That's true. But the models are insanely compute intensive. Like, it is, even if you're like, I don't care about Hollywood IP Kamsumi in China, good luck. There's still a finite amount of compute. And so why aren't you on the RSI trajectory?
Starting point is 00:14:49 Why aren't you working on coding models? Like, why don't you just take that compute and put it on the next GLM run or the next Kimmy run, right? Well, there are reasons for that. First is that ByteDance has a more natural flywheel here than the leaders in America. So Anthropic and Open AI do not have good surfaces to deliver video, AI or not video. Like Open AI tried with Sora, got a decent amount of people to use it. But it's, but it was not the obvious flywheel that ByteDance has. And so over in China, ByteDance is.
Starting point is 00:15:21 is a big company leading, and they have TikTok, Doion, Capcut, ads, e-commerce, recommendation systems, tons of immediate benefits to the core business without needing to pull together a new demand surface for video. This sort of exists in America with meta and Google slash YouTube, right? But AI slop is deeply unpopular in America, although a debate whether or not this is sloppier than some of the videos we showed you. But both companies, DeepMind and MSL, they are on the RSI trajectory. They're focusing on agentic workflows, personal agents, knowledge retrieval, coding, recursive self-improvement, AGI. They are, it feels like they are more AGI pill than bite dance, which is like, look, we got a good
Starting point is 00:16:08 thing going with Dewey Inn and TikTok. We got a lot of video space. Let's dominate there because we have an opportunity. And also, like, the IP infringement thing is not actually dead to rights. They haven't necessarily been caught in any major way. It's just that when the model comes out, people are like, Tom Cruise. And it's like, perfectly Tom Cruise. And so it's like, what's going on here?
Starting point is 00:16:30 So some of that could be the outputs and the harness that actually, like, reviews outputs. There is an argument on fair use for training to include everything, especially when you think about TikTok. So people go to TikTok and they upload clips. from movies. Some of those are fair use. Some of those are transformational. You can actually make a vibe reel from Top Gun that is transformational and passes the Fair Use test, which is that it's not a replacement. So you're not like, why would I watch Top Gun when I could watch 30 seconds of Top Gun edited like a crazy hyperlapse edit? So it's not competitive in that way. It is transformative, and it provides some commentary layer on top. So that is actually okay. You can use clips from movies
Starting point is 00:17:15 if you're commenting on the lighting and you're trying to explain the lighting. All that means is that some of that data goes on a TikTok and lives there forever and Hollywood can't say anything about that. Same thing with YouTube, same thing with Instagram. There are plenty of film criticism channels that post barely long clips from movies
Starting point is 00:17:33 completely acceptably. And they don't even need to share revenue because it is transformational. It is open, it is fair use. They have a lot of data to train all this. But they're not open sourcing. They're not doing open weights. they're certainly not open sourcing the training data set.
Starting point is 00:17:48 And it's a little bit of a narrative violation from the default Chinese AI strategy. There are a few reasons for this. First, no one wants to open source when they're in the lead. We've just seen this time and time again. And second, with coding models, open weights are a play to build a Chinese tech stack. And so you open source the coding model, build the developer ecosystem, and then maybe that helps Huawei stay competitive, maybe that reduces the amount of dominance of the American technology stack.
Starting point is 00:18:20 And so there's a little bit of public incentive to build up the indigenous supply chain that comes from that, less so in video, where they are vertically integrated and have everything down to the distribution surface. So in general, if you are a challenger that needs an ecosystem, you want to open up. We saw this with the early meta stuff. And then if you're an incumbent and you have distribution, you want to close down. So there's some interesting knockout effects, mainly around a speculative future value of video models and training humanoid robots.
Starting point is 00:18:54 Like China also seems to be doing really well in humanoids. If AI video becomes really important in sim to real translation and training these AI, training humanoid robots with simulated video, then this could be like part of the bigger picture. I think that's farther out. I think for the next month, we're just going to be talking about memes and funny videos. Anyway. That's right.
Starting point is 00:19:16 Meta on a tear. Meta's up 27% this month, according to Sheel, Monot, almost entirely thanks to Mews. This makes sense, right? Is that almost entirely, because of muse? I mean, the semi-analysis...
Starting point is 00:19:30 Basically, when you have a company that's spending hundreds of billions of dollars on something without much to show for it, and then you have something to show for it, then the market's going to react positively. Yeah. They're saying, And so you're saying there's a fighting chance here.
Starting point is 00:19:43 Totally. And the feedback on the product is incredible. There's a lot of investors that have tried it. And they're like, hey, this is a good product. And interestingly, like, they are in the lead in a subcategory where they have never been the lead before. Like Google had nanobanano, which, like, there was a moment where it was like, oh, nanobanano is the best. Obviously, Anthropic had best coding models for a while. Like, like, crowns have changed, but meta's never really held the best model in knowledge retrieval.
Starting point is 00:20:10 or when they did vibes, that was not the best version of that. But this is, at this moment in time, the best version of what they have. And it's building off of a model that's not on the frontier, but able to deliver an experience that puts them in first place for this subcategory, which is exciting. And can immediately be incredibly integrated across everything else that they do. Shopping, messaging, all these different things. Shopify and Muse announced a partnership this morning,
Starting point is 00:20:38 counter positioning a little bit against Amazon. Amazon came down with the banhammer. Bucco Capital says Amazon cuts off Muse. While I am bullish meta and Muse, I think many people are overlooking the digital knife fight that's about to occur. Nobody wants to get commoditized or layered here. Let the games begin.
Starting point is 00:20:57 Amazon says it is cut off Meta's new Muse personal AI agent from shopping on Amazon.com on behalf of customers. After attempting unsuccessfully to get the Facebook parent company to voluntarily exclude the e-commerce site from the experience. The problem Amazon says is that it never agreed to any of it. Meta didn't tell Amazon that MUSE would access its store. The agent itself doesn't identify itself when it browses, and it appears to capture and store customer credentials,
Starting point is 00:21:21 which the company says create privacy and security risks. As of Sunday night, people trying to use Mews to shop on Amazon, we're seeing the pop-up continued access by an unauthorized AI agent violates Amazon's conditions of use to which our customers have agreed. Interesting. I wonder how Walmart will respond. I think Walmart had always been more friendly with chat apps, specifically chat chbt. And that's the kind of thing that you do when you're not the leader in the space.
Starting point is 00:21:48 You're more willing to experiment with you. I think they wound up rolling their own. I think they have Sparky and Amazon has Rufus. And so there's two dog named AI agents that do the shopping. And then most recently. Tyler's been daily and Rufus, by the way. Yeah, just for everything. For everything.
Starting point is 00:22:05 psychology. Yeah, getting close to solving another millennium. Yeah, yeah, yeah. Rufus underrated. Yeah, I know Amazon wound up finding sort of an equilibrium with OpenAI by plugging in their
Starting point is 00:22:19 ad network into ChatchipT. Instead of letting ChatchipT like check out, this is the whole Eric Sufort, Agent of Commerce, is a mirage. Instead, Amazon is vending in their ads. So ChachapT brings the data and says, okay, this person's looking for this, saying, do you want to buy an ad on it? And so there's the transaction value. But I don't know how
Starting point is 00:22:40 it's play out. Yeah, I saw a couple seemingly smart investors say that are using Muse and excited about it, say, why is Amazon banning Muse? This is so short-sighted. And then I actually saw it in two instances they deleted because, of course, they immediately were getting comments about Amazon's ad business, which is obviously what they're looking to protect. You can't serve ads to Muse agents or instinct or chat or any of these other things. And Amazon's ad business is actually dramatically bigger than both Anthropic and Open AI over the last 12 months. Yeah. So they've done 76 billion in the last 12 months through Q2 of 2026. So obviously they're going to protect this. Obviously they're going to protect this. I think consumers would love to be able to check out with other
Starting point is 00:23:29 services. Yeah. It is pretty gnarly to navigate. Yeah. Amazon.com as amazing as the services overall. Notary. Describing a U.X experience in NARly. Just being a UX researcher at Amazon, they're calling it gnarly. It is fairly gnarly. Yeah, yeah, yeah. The knife fight already took place. It ended a year ago when I wrote the first entry in my agenda to commerce is a mirage series. Amazon began blocking agents last July. It's currently suing perplexed. complexity over autonomous shopping with Comet. Amazon won't capitulate.
Starting point is 00:24:03 It doesn't have to. Alexa, for shopping. Rufus. Generated 12 billion in incremental revenue. Every time I hear Rufus or Sparky. Walmart Sparky has generated similarly significant commercial traction for the company. Agentic Commerce is already a reality,
Starting point is 00:24:21 but it takes place on site, not through independent agents. ChatGPT launched ads in February 2026, and shortly thereafter shuttered instant checkout. The affiliate model is economically suboptimal relative to advertising. Chat. Cheapy-T has already demonstrated that. Yep.
Starting point is 00:24:37 Advertising is the dominant business model. Yeah, it'll be interesting. I mean, when the OpenClaw stuff came out, it was like it feels like Napster. It feels like the Napster moment. Like, yeah, you can go check out on an e-commerce website, but like nobody wants you to do that that way. And like, you're going to have to write some API binding and then like scrape the front end and then rewrite it every time you go and check out because they're constantly going to be fighting you. And you are sort of like playing this like game of cat and mouse, which you can play.
Starting point is 00:25:02 And for certain for certain e-commerce sites, they're going to be very open to that. Other ones are going to be a huge hassle to deal with. Yeah. And the question is can agents monetize with advertising? I saw someone a pretty viral post. Somebody frustrated with instinct, instinct coming. And they did basically a blast that says, hey, you have a bunch more invites. You can invite a bunch of people.
Starting point is 00:25:24 And the user was pretty frustrated with that because they're like, hey, you work for me. why are you advertising? Even though they're not paying for the product and they're incurring a lot of costs, products free to them, they're still mad that they feel like the agent is doing something that's purely in the agent's benefit. Sure, sure, sure. Yeah, I wonder if we'll live in a world where, you know how Chachipti has like those recommended agentic actions? If like one of those could be like sponsored? Like, hey, like, want me to go shopping for you right now?
Starting point is 00:25:53 Well, yeah, no, and that's important because companies will happily pay. for incremental demand. But the issue with agents is if you're saying, go to Amazon and buy this thing. The user already wanted to go to Amazon. Totally. But if I'm an industry coalition of surfboard wax makers, I might choose to send you a notification
Starting point is 00:26:15 when you open up Chat Chapti T that says like, hey, want to go surfing? Want to take it to the next level? Isn't that what happened? Basically. You got one recommendation. Chachapit recommends. What was it?
Starting point is 00:26:27 various agentic workflows for me. Yes. It recommended setting up an agent to give me one realistic next step for my surfing each week. Yep. That's great. It's like everything else about your life is dialed. I know exactly what I need to do. This is actually.
Starting point is 00:26:43 Raj Veer called out something interesting, which is that thread started free falling in the charts right as Muse started growing. Yeah. Today on Instagram, there's a, there's a hero story that's a full bleed ad for Muse. So they're pushing it. They're pushing it. This was interesting from former Meta employee, Nikita Beer. Says, how important is AI to meta?
Starting point is 00:27:05 Here's one easy tell. One of the launch features of the Muse app was auto-negotiating for stuff on Facebook Marketplace. The poor product manager who owns Marketplace knows that millions of bots, low-balling sellers will eventually kill the product, but this was escalated to Zuck by the Muse team and he said, okay,
Starting point is 00:27:21 we'll poison Marketplace just a little. Wait, why will that kill the product? I mean, think about the experience of you tell your bought like, hey, I'm interested in these types of items. Go anytime one of them appears, auto-negotiate. Yeah, but wouldn't someone have a bot on the other side dealing with a negotiation? You can get outbound too. You can go outbound. Yeah, yeah. Yes. Message everyone on Facebook. Yes, I got a Dodge Hellcat. If you know, you know, I got one pair of keys. And I saw you were posts, you liked a post from the Dodge Hellcat community. Would you be interested in purchasing this?
Starting point is 00:27:53 I'll all need cash. Don't ask question. So Paramount is a officially not leaving California. It's been a back and forth. The company going through an acquisition with Warner Brothers Discovery has been duking it out with AG, Attorney's General in California. The company said Monday, that's Paramount, said that it has reached a settlement with the states challenging its $11 billion acquisition of Warner Brothers Discovery, clearing what had become the last major obstacle to the deal. California Attorney General. California Attorney General Rob Bonta and a coalition of other states sued Paramount in July, arguing that combining the two companies would give a single entertainment giant too much control over major film studios, cable
Starting point is 00:28:38 networks and other media properties to resolve the case. Paramount agreed to several conditions. The combined company will create an independent board of journalists intended to protect the editorial autonomy of CNN and CBS News, commit to releasing at least 30 movies theatrically each year and spend an additional $1.5 billion on film production over the next five years. Paramount did not agree to more structural changes. They're not selling CNN or divesting one of the movie studios. Once completed, the merger will bring Paramount and Warner Brothers under the same roof, along with Paramount Plus, HBO Max, CBS, CNN, and franchises and films, including Superman, Minecraft, and sinners. Paramount has argued that the scale is necessary to compete with
Starting point is 00:29:18 increasingly powerful technology and streaming companies like Netflix. The settlement, the Settlement also follows months of political pressure surrounding Paramount's future in California. The company had warned that it could move significant production and thousands of jobs out of the state if the acquisition were blocked and had reportedly begun exploring studio space in Nashville. Governor Gavin Newsom publicly warned that losing Paramount would damage California's standing as the center of the entertainment industry. With the lawsuit now headed for resolution, one of the more serious recent threats of a major Hollywood company pulling back from Los Angeles appears to have receded. So this is extremely bad news for everyone. was hoping that the Paramount lot would be converted into a data center in the part of Los Angeles. A lot of the pro data center crowd were optimistic about a large-scale data center coming in to Los Angeles,
Starting point is 00:30:04 using up a lot of the water, a lot of the energy here in Los Angeles. But it looks like they're going to be making movies instead. And that's our show, folks. Thank you so much for tuning in to TBPN. We'll see you tomorrow at 11 a.m. Pacific. Leave us five stars on Apple Podcast and Spotify. Sign up for our newsletter at TBPN.com. Goodbye.

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