TBPN Live - Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN

Episode Date: January 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.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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

Transcript
Discussion (0)
Starting point is 00:00:01 There's a lot of news happening in Davos. Mainly, a lot of it's focused on Trump. A lot of it's focused on Greenland. I'll give you a little tour of the Wall Street Journal. Trump's amped up rhetoric on Greenland puts issue center stage at Davos. Why don't you pull up the cover of the Financial Times, too? The Financial Times is, you know, you want me to do this bit? Here we go.
Starting point is 00:00:20 Well, you know, the markets are in turmoil. The Dow slid 800 points. Treasury prices are dropping. The front of the Financial Times, it says, Trump keeps seizure of Greenland by force on table as trade tensions mount. This is one of the most aggressive images that I can imagine running on the front of a international newspaper. Now, the Financial Times, of course, is a British paper, so much less just different dynamics
Starting point is 00:00:51 with the current American administration. But over in the Financial Times, they print some wild stuff, and they printed this image of a Danish soldier pointing a gun at the camera. So Danish soldiers and exercising on grating. Anybody that's been around guns knows that pointing down the barrel at anyone, even a photographer to get a cool picture is typically just completely off limits. But they went there. What this says to me is that, you know, the Danes said,
Starting point is 00:01:21 hey, the head of the army has been flown out to the autonomous territory. Danish troops are on the ground in Greenland, and we're doing a photo shoot. We're getting a soldier with a sniper rifle or an assault rifle. We're going to point that at a camera person. We're going to take that photo, and then we're going to send that to the editor of the Financial Times. We're going to run it on the front page. Of course, the Danes don't have the authority to just put anything on the front page, but they pitched it, and clearly they sent the photo, and the Financial Times editor enjoyed it,
Starting point is 00:01:50 so we put it on the front page. But it kind of gives you a little bit of a taste of what's going on. The Wall Street Journal is also covering it. Trump threats on Greenland, mobilize allies. That is taking center stage at Davos. But this is a technology show. This is a business show, and we're focused on what Dario Amadee said at Davos. Let's pull up the clip of Dario Amade on stage.
Starting point is 00:02:11 He's the co-founder and CEO of Anthropic. He calls out Trump's policy around Nvidia and China. Let's play the clip. When we're competing against other companies for enterprise contracts, We see, just honestly in Kenley, we see Google and we see Open AI. Every once in a while, we see a couple other U.S. players. I have almost never lost a deal, lost a contract to a Chinese model. But now you have the Trump administration, and I think you've already protested about this,
Starting point is 00:02:43 giving high-speed chips and video chips to the Chinese. That's right, that's right. The thing that is holding them back, and they've said it themselves. The CEOs of these companies say it's the embargo on China. chips that's holding us back. They explicitly say this. And now, indeed, you know, there are some policies, and I hope they change their mind, to, you know, to explicitly send not quite our latest generation of chips, although it was reported that even that was being considered. But, you know, the generation of chips that's just one back, that's still extremely powerful.
Starting point is 00:03:17 And we are many years ahead of China in terms of our, in terms of our ability to make chips. So I think it would be a big mistake to ship these chips. You know, the analogy I thought of, if you think about the incredible national security implications of building models that are essentially cognition, that are essentially intelligence, right? I've called where we're going with this a country of geniuses in the data center, right? So imagine 100,000, 100 million people smarter than any Nobel Prize winner, and it's going to be under the control of one country or another.
Starting point is 00:03:53 So I think this is crazy. I think it's, you know, it's a bit like, you know, I don't know, like selling, you know, selling, you know, nuclear weapons to North Korea and, you know, bragging, oh yeah, but we made the case. So your friend, David Sachs is basically arming the Chinese. No, I wouldn't refer to the country. I would just say that. Trying to put words in his mouth. Yeah. Okay.
Starting point is 00:04:18 I want Jordy's reaction. I want Tyler's reaction. What's your reaction to that? How do you interpret that? How big? an issue is the China question right now. What are you reading into Dario's rhetoric there? I think it's like fairly reasonable if you basically think that AI is going to be AGI it's going to be this massive you were going to get 10% GDP growth.
Starting point is 00:04:37 Because at some point it's like if it's just like economy versus economy like we got to be better. Yeah that's something that's sort of lost. Yeah. Because there's also the point where it's competition. Yeah. Like if you're worried about safety also. So there's like two ways. Right. If you think Asia just is going to be massive, you know, economically speaking, and then also on the safety issue, right? Because if you think, like, maybe China is going to be less concerned about safety, they're not going to be as worried about alignment. That's, like, obviously, a massive danger.
Starting point is 00:05:04 You don't want to, you don't want to give the technology to people who don't, you know, worry about the safety aspect. The funny thing about in America, we're like, AI could lead to 10% GDP growth. And China's like, oh, you mean what we did in 2007 when we were growing at 14% GDP growth? Or should we go back to 1970 when we grew at 19%? Or should we go back to 2004 when we were 10.1? Or 1992 when we were going at 14.3%. Or even in 2021, they had an 8.6 GDP growth.
Starting point is 00:05:33 They know 10% GDP growth over there. They felt it. They'll do it with or without AI chips. One dynamic that's interesting is China has obviously a massive advantage in robotics. Yes. And right now we have an advantage in the models. Yes. And if that kind of continues, you have a dynamic.
Starting point is 00:05:51 use, like the data centers, like, we are keep you rich. So I'm saying, I guess, like, robotic stack, AI stack. Yeah, yeah. And it'll be interesting to see how, is obviously if you have an advantage in one area that might help you gain an advantage in another area, right? But we'll see which one ends up being more impactful. Let's click it over to Palantir CEO, Alex Karp,
Starting point is 00:06:14 who shared some commercial lessons of AI on the battlefield. And there's a little Easter egg in this video for the true TBPA. BN ball knowers, the TBPN fans. I know what you're about to say. So enterprises in general, not all enterprises, tend to want over time become like every enterprise. So if you take five, you know, A enterprise and B enterprise and C enterprise, they're in the same market.
Starting point is 00:06:38 Their tech infrastructure is trying to make them into the same enterprise. They have the same orchard chart. Sure. They have presumably roughly the same, they don't have the same data in a structure. And what you learn on the battlefield is that, and in life is that's not particularly valuable. What is very valuable is an enterprise can do something no enterprise in the world can do.
Starting point is 00:06:58 And so that is the goal of every single military intelligence service. In fact, all these intelligence service and militaries have their own specialization. And so when we went to commerce, like what we're saying is, how can we make your insurance company the way you underwrite? How can we make that to your tribal knowledge about underwriting? How can we transform this to knowledge everyone have? Okay, go back one second. Okay, Transform this to.
Starting point is 00:07:24 Pause. Okay, it's very hard to see. But behind the guy to the right, behind Alex Carp. Behind Alex Carp, there's another man. And behind that man next to the W.E.F. Logo is a man who has been on the show. Philip Johnston, the co-founder of CEO of StarCla.
Starting point is 00:07:44 I thought you were talking about Sotja and Adela. Wait, what? I think that's Sautia in the back. Wait, oh, you think it's Saj. No, I'm talking about the guy right. there that you can see. That's Phillips from StarCloud. I saw him going to Davos and I was like, this guy's on a generational run. This whole time. Is it not? Maybe it's not. I think it is. Okay, I might be getting it wrong too. That looks a lot like you. We might just be seeing
Starting point is 00:08:04 thing. Let's dive in and dig into what Alex, what Dr. Karp actually said on the stage at Davos. It's an interesting pitch. It's a, it's particularly interesting talking about just more and more custom systems and this idea of software, It's built. A whole bunch of companies are doing things a manual way. One company extracts that and sort of factors out that business process, turns it into enterprise SaaS, is sold to all the different companies. Now what Karp is really saying, it sounds like, is that every company will have some sort of custom implementation that will be way more flexible and way more tuned to their specific businesses. And this is sort of the Palantir pitch. They'll come in and build something
Starting point is 00:08:45 that's semi-custom, semi-on-top of their systems that they've already built. Seems like a good pitch. Would be interesting to see how this is, like, where the rubber meets the road. And at what level, the big question with Palantir right now is they work with the largest companies and organizations in the world, obviously the military among them. But will they go down the stack and have more, you know, they have AIP, they're bringing more startups onto the platform? Will there be a world where more sort of mid-market enterprises, sub-10 billion-dollar companies are thriving with a palatier-backed system?
Starting point is 00:09:23 On top of being the world's factory, China hopes to become the world's market. Let's watch the Chinese vice premier. We never seek trade surplus. On top of being the world's factory, we hope to be the world's market too. It was an accident. We didn't mean to do this. It was not our intention to develop a massive trade surplus with the world. I feel like, I mean, not to go back to 11 labs,
Starting point is 00:09:51 but you have a lot of flexibility with the translator that you choose at one of these events. How are you not going with an Arnold Schwarzenegger? You know? Totally. Yeah. Like, you could have anyone be your translator, so why not throw in a Morgan Freeman? Just any type of really, like, incredibly. A Joe Rogan.
Starting point is 00:10:09 Yeah, Joe Rogan. He already is announcing the UFC. Get him on the microphone. translate it for him and then he reads it out to the audience. I think this is positive. You know, we were just talking to Matt Grimm yesterday about the West versus China and global competition. And like, I think all of that stuff is important.
Starting point is 00:10:27 I think what Dario is saying is important. But I still come back to this idea that like no one wants war, no one wants, you know, everyone wants positive some relationships. And so it is good to see global leaders coming together better than everyone just being hold up and posting at each other. on Red Book and Truth Social. I like an economic forum. I think Davos is back.
Starting point is 00:10:48 Davos really pulled together a fantastic group this year and is definitely breaking through in the tech community, in the business community, in the political community, in a way that I don't remember it being as important in last year. And so a little bit of a comeback. You love to see it.
Starting point is 00:11:04 Lisan Al-Gaib is quoting Dario at Davos, who also said, we don't need to maximize engagement for a billion. users, of course. Taking shots. Taking shots. Okay, so. So, I threw this, I threw this question to both of you earlier today. What is the probability? It's funny that this is a shot too
Starting point is 00:11:23 because it's like, he is acknowledging that they've developed. Is he anti-ads? Yeah, Anthropics is against slopping ads. He said he's anti-ads. Wow. Boo! This is hard. I was falling in love with Dario. I love so much about his rhetoric. Obviously, the models are fantastic,
Starting point is 00:11:39 but he has to come and stab me in the back like that with a shot on my feet. favorite, favorite piece of the global economy, the advertising industry. He did a, like, a Wall Street Journal Q&A this morning. Okay. He thinks we're going to have very high GDP and very high unemployment and inequality. 10% GDP growth for America. That would be unimprecedented, massive.
Starting point is 00:11:59 We're typically at like 2 to 3%. 10% would be a significant acceleration. Yeah, and then for the unemployment was like 10 to 20%. That's a whole lot. Yeah. And then he said there's going to have to be some role for like a, for the government to intervene on some macro level to like help with this displacement of labor. Yep.
Starting point is 00:12:15 He says ideology will not survive this technology. Ideology will not survive. Yeah, he's kind of a vague, a bit of a vague pose. Except his ideology. He's like, actually mine is like kind of got a straight shot here. Yeah, what could be more ideological than being against advertising? He said, he's a zealot. He's an anti-advertising zealot.
Starting point is 00:12:35 He said, uh, AI is uniquely well-suited to autocracy. Yeah, this was in the context of like why he's kind of anti-giving chips to China. Yeah, AI is communist, crypto is libertarian, that take, yeah. Yeah, and then he said Google and the open AI are like firmly in consumer. It's kind of this existential, like, battle between them. An Anthropic is firmly in Enterprise. He's very happy with that decision. He doesn't have to, you know, monetize the billion users or whatever, monetize free users.
Starting point is 00:12:59 He can just sell, like, things. He's like, I'm so happy. I don't have to worry about monetizing a billion users. Some companies are essentially led by people who have a scientific background. That's my background. That's Demis's background. Some of them are led by a generation of entrepreneurs that did social media, taking shots. Dario is like, he's on one.
Starting point is 00:13:20 Bold statement, jab. Yeah. Bold statement, jab. And then also people will hit him with the hard questions and he'll kind of be like, he'll acknowledge, he'll very quickly tell the interviewer. I know where you're going with that and I'm not going there, but in like a fun way that's not really adversarial. He says, there's a long tradition of scientists thinking about the effects of the technology that they built, of thinking of themselves as having responsibility
Starting point is 00:13:42 for the technology they built, not ducking responsibility. They are motivated in the first place by creating something for the world, so they worry in the cases that something can go wrong. I think the motivation of entrepreneurs, particularly the generation of social media entrepreneurs, are very different.
Starting point is 00:13:57 The way they interacted, you could say manipulated consumers is very different. I think that leads to different attitudes. He's taken some shots. Potentially at Sam Altman, although Sam Holman not really a social media entrepreneur. but I get that he's in that generation. Let's talk about Waymo.
Starting point is 00:14:14 So today I wrote a quick piece. It was a reaction to a reaction because David Zipper went in Bloomberg and he wrote a piece said, we still don't know if robotaxies are safer than human drivers. Then Kelsey Piper went over to the argument and wrote a response to that saying, yes, we do know.
Starting point is 00:14:34 And her interesting point was that what David Zipper is doing is he's lumping all of the different robot taxis together. So Waymo and Cruz and Tesla and comma and Zooks and there's a whole bunch of other data that can go into this bucket and they're not all created equal. Waymo's been doing it for decades at this point. They have insane CAPEX and sane OPEX. And it's just like the most advanced team. It seems like it's, you know, the most advanced technology stack. There's a lot of advantages and that's actually showing up in the data. And so her main dispute with Zipper is over what data, you know, she's including, he's including in making this claim that, you know, hey, we don't
Starting point is 00:15:13 know if robo taxis are actually safer than human drivers. She says, imagine someone writes a piece and they say, we don't know if airplanes are safe. Some people say that crashes are extremely rare, and others say that crashes happen every week. And when you investigate this claim further, you learn that what's going on is that commercial aviation crashes are extremely rare. This is true, while general aviation crashes, small personal planes, including ones that you can build in your own garage, are quite common. And so, yes, if you lump that together, you're going to get this muddy picture of aviation, but you shouldn't use that to sort of fearmonger about getting on a 747. You've got to watch out. Ask any recreational pilot if they've ever gotten into any hairy incidents
Starting point is 00:16:00 and tell you like, oh yeah, well, this time I was flying. And the wind came on super strong. And and I landed and I was basically, you know, 90 degrees. And a lot of times that counts as a crash. Like, I mean, Harrison Ford has, like, crash landed on a golf course. And no, I believe no one was injured. I think this happened multiple times, actually. By Harrison Ford? Harrison Ford.
Starting point is 00:16:22 Yeah, he flies his own planes, but he flies, like, old planes and stuff. Like, he's, like, a true enthusiast. In the last 25 years, the actor has been involved in several incidents involving emergency landings, rescues, and runway incursions. Yeah, exactly. Like it happens. 13th of February 2017, Santa Ana, California. Single engine aviote husky flown by Harrison Ford was cleared to land on runway 20L.
Starting point is 00:16:46 Ford's aircraft reportedly landed on a parallel taxiway overflying American Airlines 737 that was holding short of runway 20L. Fifth of March 2015, Santa Monica. Ford was a pilot and sole occupant of Ryan ST3KR recruit, a two-seat open cockpit aircraft that was used to. Open cockpit. Think about that. You're flying and the winds in your hair.
Starting point is 00:17:09 Like that's not a normal experience. That's not coach on American Airlines. The aircraft was used extensively as a training aircraft by the U.S. military in World War II. According to a preliminary report, Ford reportedly reported a loss of engine power shortly after taking off. And it was attempting to return to runway three. So he ended up crashing into like a field. Yeah, exactly. Ford chose to land on a nearby golf course, clipping the top of.
Starting point is 00:17:36 of a tree before landing. I actually have a friend who's been on the show. I'm not going to dox him, but we have two friends, both them fly. One of them is extremely serious, has, you know, IFR rating. So there's VFR, which is visual flight rules. That's like, you take the plane up. It has to be clear, because if you get into clouds, you're not trained for that.
Starting point is 00:17:52 You can't fly at night. Exactly. IFR is you're flying on the instruments, instrument flight rules. We have one friend who's like super by the book, super safe. And then we have another buddy who's a little bit wilder, VFR and he will rent like the cheaper planes. And one time like the dial lights went out and he was landing at night. Shouldn't be flying a night at all. Just like botched the schedule and didn't check
Starting point is 00:18:15 sunset. And he has to use his phone flashlight while he's landing to look at the dials as he's coming in on this rickety like old plane that he's flying. People get crazy out there. Waymo is funny to write about because there's still a class of people that are writing the stories about like, Hey, Waymo's actually safe. And I'm like, I completely buy it. I'm in. Roll the Waymo's out everywhere. I've been in them.
Starting point is 00:18:39 I feel safe in them. I've seen the data. I think they're safe. Like, I'm just like, my eyes glaze over when someone's like, I'm going to blow your brain out. I'm going to blow your mind. Waymo's are safe. I'm like, yeah, I'm in. I'm totally in.
Starting point is 00:18:51 What happens if you further segment the human driver population? So we need to segment Robotaxies into Waymo and everyone else because Waymo is so good. But how does Waymo compare against the best human drivers? The best data that we have on Waymo is any injury crashes per million miles. For the average human, it's about four any injury crashes. So any injury that counts, four per million miles. Waymo is way better, way better. 0.75, so about five times safer.
Starting point is 00:19:24 But there's one very specific case where humans, I believe, are safer. A married 60-year-old woman who, who's college educated and is driving a large luxury SUV in Massachusetts on a Tuesday morning is closer to 0.5 injury crashes per million miles. Is it a Tuesday morning per real? Yes. The most dangerous time to drive, and I'll flip it around. The most dangerous time to drive is midnight on Saturday because that's when people are
Starting point is 00:19:50 at the bars, they leave, they're drinking, and so it's dark, it's the weekend, there's a lot more people on the road, they're driving much faster, they're getting places, they might be inebriated or under the influence of something. And so Tuesday morning is the safest time to drive. So none of this should take away anything. None of this should take away. It feels like a Nathan Fielder episode in the making of like studying the women in Massachusetts and safe drivers on the planet. Yeah. Like interviewing all of them to like married 60 year old college educated women. It's like the exact wrong conclusion. It's the married 60 year old women that need to be the taxi drivers everywhere in the world. They need to be. It's like instead of Waymar.
Starting point is 00:20:30 It's like he starts like a competitor to Waymo. Ride Hailing, that's just them. Yeah, that's just the... Clearly, Waymo's are very safe. Rolling them out nationally would be a huge safety upgrade for our society broadly. But it's worth noting that the Massachusetts married women still got it. But if you want to know, if you want to flip this around and find the hypothetically riskiest driver profile, it's very funny. It's an 18-year-old single male with a DUI driving a Dodge Challenger at midnight on a Saturday in rural Mississippi.
Starting point is 00:21:00 Mississippi. I have to say I love that Waymo operates from San Francisco to the South Bay. So great. Some folks say the freeway driving is so-so. The antidote to that is I get into an Uber and do the same drive. It's literally life-threatening. I was driving with Paul the other day and I heard he was telling me about the different modes that Tesla has. I've never owned a Tesla so it wasn't familiar. But did you know that Tesla actually has something called Mad Max mode with autopilot where it'll drive it like roughly around 85 on the freeways. If you're in the fast lane and you come up to somebody, it will merge over into the lane to the right, make a pass and go back to 85. That's insane. Somehow it feels slightly illegal, but I like it. We have an update in the Warner Brothers Netflix deal. Netflix, they're going all cash, all cash deal. Netflix had said, to Paramount, hey, what we want is an all-cash deal. David Ellison and the Paramount crew,
Starting point is 00:22:05 they brought Warner an all-cash deal, and Warner was still saying, hey, we're going with Netflix. Now, Netflix is upgraded. So we can read through a little bit of this from the Wall Street Journal. So Warner Brothers Discovery and Netflix said Tuesday, they struck a new all-cash deal for Netflix
Starting point is 00:22:20 to buy Warner Brothers Studios and HBO Max. Warner also released financial details on the cable network's business. It plans to spin off. The all-cash deal of $27. $1.75 per share replaces Netflix's previous cash and stock deal. The Sweetened offer comes as rival bidder Paramount continues pushing its all-cash offer for all of Warner Discovery. The value of Netflix's offer remains $72 billion. Warner and Netflix said they expect the new structure to enable Warner shareholders to vote on the deal by April.
Starting point is 00:22:49 The change could also help sway some shareholders who might be weighing its bid against Paramounts. There's also another, the next kind of thing that I was going to get to is interesting. CNN is doing. 600 million in profit on revenue of 1.8 billion. So they are truly newsmaxing. Quick size gone for CNN. Congratulations to everyone. Not bad at all.
Starting point is 00:23:13 Absolute dog. Somebody, you know, I was saying yesterday that maybe AI could save Hollywood. Yes. Somebody would, I knew that was going to piss a lot of people off for a lot of reasons. One of the critiques was like, you know, interesting to say that L.A. is dying as you're building a media business from L.A. Yep. And my response is that we are in a huge complex.
Starting point is 00:23:34 We're recording the show from a huge complex. And every other building in the complex is empty pretty much every single day. Like there's no, there's nothing going. There's when I said L.A. is like dying. I was specifically talking about the context of the entertainment. Yeah. There's that there's that Wall Street Journal report that just shows sound stages were, you know, typically least 90% of the time.
Starting point is 00:23:57 And it's just way off, off. peak down to like 60%. And so there is like a like a broad trend. And then just in general, like I don't think we're necessarily at a phase in our life where we're like, okay, tabula rasa, where's the best place to build this business? Let's go find that. It's like we live here. Yeah, we didn't. We're not like, okay, we should go to Atlanta or something. We certainly didn't say like let's start a media company because we live in LA. It's like the current struggles that LA is having are not going to hold us back. If it's anything, it's going to be easier because we can get space and hire people. Rents, in 10 years ago,
Starting point is 00:24:35 this space would have been like two, three times the priced rent. There are these blips in industry towns that have happened many times, New York famously in the, what, 70s and 80s went through a really rough patch. San Francisco, during COVID, everyone was moving out and there was a real, there was a real vibe of like, oh, is San Francisco going to be less relevant in tech? And then it came roaring back with the AI labs. And I think most people don't, you know, debate that cities go through rough patches and then can come back. We certainly hope that LA comes back. It would be fantastic. But there are a lot of changes that need be made. And this has been said by a number of, a number of famous people in Hollywood and Hollywood actors who have talked about different tax
Starting point is 00:25:18 regimes, different incentives, different changes structurally to the way content is made and distributed. There's a lot of different elements that are contributing to L.A. having a rough go. At the same time, it's a fantastic city. It's where I was born and raised. I love it. I'm not going to have to pull me out of here. He's not leaving. He's not leaving.
Starting point is 00:25:34 Yeah. And again, I mean, it just feels like, I'm so curious to see how this works out because it felt like the Ellisons were just putting on this absolute masterclass and then this one and then kind of ran into a brick wall with this, right? You could argue they overpaid by a ton for the UFC, which made sense if you had this, again, like if you have all these assets, one roof. It is going to be a really compelling consumer product, consumer subscription,
Starting point is 00:26:02 but currently kind of unclear who this kind of platform is really going to be for. So it was always something that was never on my bingo card of, oh, Netflix is going to buy a TV channel or, you know, a movie studio or a traditional Hollywood player. And yet here we are. And it makes a lot of sense when you think about the assets and the IP specifically and the longevity that that will bring when it comes when you get Batman and Superman on Netflix. That's going to be exciting. We got a deal. We got a pact.
Starting point is 00:26:32 It's not just a deal. It's a pact. Open AI and Service Now, they struck a deal to put AI agents into business software. Service Now, one of the greatest software companies in history, one of the few to reach revenues at their scale. The line from the Wall Street Journal is the AI model maker and business software provider. They signed a three-year pact. I like the word pact.
Starting point is 00:26:54 This is going to underscore how AI. agents are increasingly being embedded in corporate software. You heard Dario talk about where he's potentially going up against other labs on corporate B2B deals. He said OpenAI, he said DeepMind. He didn't really say, he said no China labs have ever competed. Well, ServiceNow went with Open AI on this one. So they signed a three-year deal that will integrate the AI models, Chat Chubutees models, into ServiceNow's business software. The deal depends on customers using OpenAI's models within Service Now. also includes a revenue commitment from ServiceNow to OpenAI.
Starting point is 00:27:29 Enterprises want OpenAI's intelligence applied directly into ServiceNow workflow, said Brad Lightcap OpenAIs chief operating officer. Look ahead. Customers are especially interested in agentic and multimodal experiences so they can work with AI like a true teammate inside of Service Now. Demis Hasabas from Google told Alex Heath at sources that he has no plans to put ads in general. It's interesting they've gone for that so early.
Starting point is 00:27:58 He said of OpenAI putting ads in chat GPT. Maybe they feel they need to make more revenue. Of course, on this show, we're very pro ads. And my answer, my response to Demis should be, let's do it, buddy. What's mad. That's right. I'm ready for ads in Gemini 3 Pro.
Starting point is 00:28:15 Dylan Aberscato got a major scoop. Scoop master. Scoop in like a Ben and Jerry's employee. He figured out Instagram replaced the following tab or the following word, keyword with friends, which are followers you follow back. Yes, and this has implications, explain. Yes, the implications here are that some people aren't following accounts
Starting point is 00:28:35 because they want to keep, they have some idea of what their follower to following ratio should be. Yeah, if I follow 800 people and I have 100,000 followers, it looks really elite, but if I'm, but if I have 100,000 followers and 100,000 following, followers following. It just looks like I reply, I'm like doing some scheme. I have some bot going or something. I mean, hilariously, Barack Obama had a follow back bot on Twitter.
Starting point is 00:29:04 I think throughout his entire presidency. So this comes up all the time because someone will find some crazy account and they'll be like, Barack Obama follows this, what's going on? And it's like because he follows like three million people or something. Yeah. Anyways, this is a continuation of the kind of product decision where they allow people to not show the number of likes of posts has, right? They want people to post more.
Starting point is 00:29:24 So if they're not showing the number of people to follow. Sometimes I just see a part that's blank because they don't want to show me how many people like it. Yeah, it's the user gets to the side. I don't want to be measured by how many people tapped, right? So the idea was to encourage people to post more because they're not feeling this pressure to put up crazy number. Oh, I always get 100.
Starting point is 00:29:44 If I get 80, I won't feel good that day. So I will just turn that feature off in time. Yes, correct. So I think they want people to follow. more people. We got to end on this is extremely important. This kid was sent to the principal's office for lying that his uncle was Superman. The next day, his uncle, Henry Cavill, dropped him off at school. And Andrew Feldman said, dip S-H-I-T school. Andrew Feldman, the CEO of Cerebrus, the $22 billion company, does not like that the school sent the kid to the principal's office. But justice was done,
Starting point is 00:30:18 and it's the wholesome side of X. If your algorithms, all sloppy. Maybe you need to adopt Andrew Feldman's algorithm because he's got some great posts and he's not afraid to reply to him. And last but certainly not least, John Palmer says the TBPN guys are just two Fortnite archetypes.
Starting point is 00:30:35 John has maxed out stats, 6 foot 8, 230 pounds, zero V bucks, still on default skin after a year. No emotes, pure fundamentals. Jordy's mid-cracked, only 6 foot 1 and absolutely loaded with V bucks, rotates legendary skins, spams, rare e-mo,
Starting point is 00:30:51 on the soundboard every five minutes. That I do. This is extremely accurate. I certainly... I feel seen. I feel seen. Yes. We love you.
Starting point is 00:31:00 Goodbye. I don't know.

There aren't comments yet for this episode. Click on any sentence in the transcript to leave a comment.