TBPN Live - Diet TBPN: October 17th, 2025

Episode Date: October 18, 2025

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Starting point is 00:00:00 You're watching TVVN. Today is Friday, October 17, 2025. We are live from the TBPN Ultradome, the Temple of Technology, the Fortress of Finance, the Capital of Capital. Let's play the clip from Bloomberg. There was a report about the NGC2 system. It named both Andrew and Palantir. We've asked Palantir through Schomb to comment on that. But the report in Palantir's case, move markets. Could you just respond to? to that reporting. Journalists who wrote that Reuters story would have been failed out of the class by any of my professors.
Starting point is 00:00:35 He refused to include on the record statement. He refused to include the on the record statement because they fundamentally made the whole story not a story. They just didn't include
Starting point is 00:00:45 what Palantir and Andrel had to say. The army was like, hey, we want you to prototype something for us, like put a bunch of dots on a map, do something different, like create a new UI, like show us what you can do
Starting point is 00:00:56 and then clearly an enemy of Anderrol and Palantir, like, leaked, like, well, they didn't have Oath set up yet. And it's like, well, yeah, like, we know this in Silicon Valley. Like, when you build a new product, you focus on finding a problem, building the solution, and then you figure out how to optimize the database. Everyone in America knows that it shouldn't take 50 years to build the new planet. Like, everyone knows that other countries can build stuff faster and build systems faster, and it shouldn't take this long. And other countries aren't smart.
Starting point is 00:01:29 I still know how to build fast, data centers. The difference between the data center market and what's going on in defense and government procurement is that the data center market doesn't necessarily have a ton of entrenched interest in being like, let's not speed up, our model works. Palmer also went on the Joe Rogan experience. We have some images from this.
Starting point is 00:01:50 The European mind cannot comprehend what happened. Now, this is unfortunately a fake. You're telling me this is a slop. This is slop, but this is the, this is the, This is the purest lot possible. You didn't allow me to live for just 30 seconds, John. It is, unfortunately, fake news. We need to put it in the truth zone.
Starting point is 00:02:07 They pulled up an Ashley Vance video of wrecked, wrecked robot. Yeah, yeah, play that. This is something that someone's working out with? This is a robot fightly against San Francisco. Oh, so actually, this is a buddy of mine who's been working in VR for a really, really long time. So it's again, what a tiny world of weird wackos. They were having so much fun talking about, like, it should be a human versus a robot. That's what Palmer and Logan Paul are apparently working on.
Starting point is 00:02:32 And they go into this big, long discussion about, well, if you can train a robot to be perfect with its punches, it could also pull its punches perfectly. And so it could be the ultimate sparring partner. It could train on, you could say, like, I'm going to get in the ring with Evander Holyfield or Mike Tyson today. And it could mimic that perfectly in theory. I'm more interested to see like 100 robots versus one human while they're not quite as dialed. That would be great.
Starting point is 00:02:58 But the issue is imagine how much damage Logan Paul would do to a bunch of those unitries today. I think you get 100 unit trees, the humanoid robots, you put them in guerrilla costumes, you turn Logan Paul loose. It's a $2 million production, but it's going to get a billion views. You could also do 100 unit trees versus one guerrilla. Some photos of Mark Benioff on TBPN and Palmer on Joe Rogan. He's the final boss of salesman. With a lot of other people, we've met beforehand. and we've talked, we've gotten to know each other.
Starting point is 00:03:29 That was not the case with Benioff. The first time I ever talked to him was on that call. And it just felt like we were old friends immediately. Before we move on, let me tell you about Privy wallet infrastructure for every bank. Privy makes it easy to build on crypto rail, securely spend up white label wallets, sign transactions, and integrate on-chain infrastructure all through one simple API. This is my opportunity to remind everyone that Andrew Huberman was a writer for Thrasher Mag before becoming a neuroscientist.
Starting point is 00:03:54 You can just do things. Look at this photo of Andrew Huberman. He's looking fantastic in this leather jacket. How did I never know this? Yeah. This is just a massive invitation for Jensen Wong from NVIDIA to go on the Huberman Lab podcast. That would be a fantastic crossover. Cheers.
Starting point is 00:04:11 Joe Rogan says car design is bad now because car designers stop doing trucks. Oh. Hot take. Hot take from Joe. Joshua Kushner strolled billionarily across the room. His contrarian high concentration vibes engulfed Rick Rubin's Bohemian monk retreat, Joshua's high conviction and mistress filled the room. It's the gig and chat at the typewriter.
Starting point is 00:04:33 LMAO, here's the first sentence of this Kushner profile. The road to Rick Rubin's house was long and winding for Joshua Kushner, who traversed more than might be gleaned from the surface glint of his life. People were debating whether or not this is real journalism, whether or not this is real investigative journalism and the tradeoff that people make when they read these. Colossus is out there saying, like, we are trying, they're not trying to be anyone but Colossus. Exactly. They're not trying to.
Starting point is 00:05:01 And that's the thing about media is like media is not zero sum. Yep. Like the New York Times can thrive and Colossus can thrive and they can have some overlap and maybe the stories that they're interested in, but they can have totally different ways covering people. And that's healthy and consumers have the choice of who's kind of general point. of you, do I want to, you know, read? I'd like to imagine. I fail, though, by inherent nature of being human to understand the arguments of the tech folks and the journalist folks. And here's what I believe they both say
Starting point is 00:05:35 and where I agree slash disagree. I'm hesitant to call Colossus at all investigative journalism since there are more puff pieces, or a farm for the Gen Zers than not. Yeah, it's a pretty good take. I always enjoy going to Futurism.com. Yes. Which is a media company, you would assume is excited about the future. Here's some of their latest stories. Dvoris Tesla fan admits that his cyber truck is repulsive to women. Super proud to have been involved with this
Starting point is 00:06:05 over the past few months. The lower cost of acceptance with BTC will make traditional card processing obsolete. We'll be announcing some really exciting sellers who've moved to Square for Bitcoin. They are so convinced that people want to pay for goods with Bitcoin. Who? I bought a TV with Bitcoin. It was the worst financial decision in my life paid one bitcoin yeah it's a $100,000 TV 100,000
Starting point is 00:06:27 TV and it's not even 4k and it's actually in the trash now I gave it away uh when was this uh it was in like 2013 or something bitcoin was like a thousand bucks yeah just before you were born you could run it back and buy a car i spent like five i actually spent like five bitcoin on like consumer electronics that depreciated like crazy Heather donates a quarter million dollars to open sats to strengthen free and open source ecosystems supporting bitcoin and freedom tech jack says why only 250k somebody asked how much did you donate you guys over 21 million you this is like the former owner of the dive bar coming back in and just talking smack yeah yeah he's like i don't know anymore but spiritually i own a lot of soft power heineken the beer company which has been
Starting point is 00:07:12 around since 1873 is taking a shot at friend of the show friend founder ri shiff avi shiffman uh who has been putting friend billboards all over Los Angeles, all over New York. Heineken has people who get it and can sell it internally or have proper processes to turn this around quickly and ship incredible speed for a giant organization. I completely agree. It's the official beer of AI Dumer. But analysis, do you want to run? Chat with your data and get expert level insights in seconds. Julius is the AI data analyst friend who works for you. My boomer dad looking at me after I've made fun of him for the past 10 years for buying gold. those stupid infomercials on TV.
Starting point is 00:07:55 Well, congrats to all the boomers who have been holding gold for years and years and years and are now seeing it finally mooned. Aaron says, if you ever think you're a good programmer, just remember this dude wrote Roller Coaster Tycoon by himself and Assembly earning $30 million in royalties. That's awesome. Imagine when he woke up from his dream of assembly. He immediately jumped into more assembly. He woke up excited to get out of bed, not for the money, but for the love of the game.
Starting point is 00:08:19 Chris in the chat says my favorite part was cleaning up the throw-up in Roller Coaster Tycoon? Is that real? Yes, there might be throw up if there's a mess, if there's a crazy ride, and there's food. It's like if you put the food next to the ride, the people will throw up. DoorDash will use Waymo's robotaxies for delivery in Phoenix. Customers will have to come down to the curb to retrieve their orders from the driverless car's trunk. Paula says, private robo taxi for my burrito. And that is all you need to know about America. pretty sick Greg Brockman said
Starting point is 00:08:56 thanks Jensen for the hand delivery of the DGX Spark best delivery service ever amazing to see so much compute based 16Z says AI bubble ended in the funniest way 2022 AGI soon
Starting point is 00:09:10 2023 AGI soon 2024 AGI soon 25 never mind we give up It's just erotica and ads It's not just erotica and ads And cures for cancer And gambling. Amazon admits they're losing an AI, says Bucco Capital Bloch. Internal documents obtained by Business Insider. We've got to check out Business Insider. Reveal that AWS has flagged a fundamental shift in how startups are allocating their cloud budgets. Increasingly, they're delaying AWS cloud adoption and diverting spending toward AI models, inference, and AI developer tools. Startups are not flocking to AWS for running. like the whole ecosystem yeah yeah yeah in years past there was definitely a path i think yeah i just look at
Starting point is 00:09:55 this as there's fun there's clearly a fundamental shift and they're not capitalizing on it in a big way i agree you know i've often said that i would be i wouldn't be the first person to go on the rocket to the moon or to mars but i'd be like number five or 10 as long as the first couple people make it back i'm good uh what about you what number of person do you want to be do you want to be the the first person with the millionth? You want to be the millionth? A million. A million?
Starting point is 00:10:24 A million. I'm probably in the first 50,000, I would say. First 50,000. Yeah, I mean, there's an interesting thing. What? One possible solution to, like, the kind of doom snare is that we, it's like the merge. Like, that would actually be, prevent, like, the, you know, AI is taking over because, like, we become the AI.
Starting point is 00:10:40 They can't take us over if we're them. Yeah. Jordia, what number are you? Big, big, big. We're going to need a bigger gong for. my number all according to plan he is highlighting the fact that uh a lot all of his everyone with the same name as him is either building cooking or at thinking machines or opening i it's a good time to be eric jong yeah we got to get all of them on the show we do eric jong day you're all invited
Starting point is 00:11:06 talk about opening i thinking machines cooking and building tyler can you can you work on this this seems like invite them all we have some breaking news apple has entered a five-year deal to broadcast Formula One in the United States. And I love the Apple strategy. How much did they pay? We don't, I don't know. We should look it up. It's a barnacle economy, in my opinion.
Starting point is 00:11:27 Barnacle economy. It really is. They just like drive to survive as this whale that was making F1 relevant in the U.S. I feel like. They just attached onto it. It's a big barnacle. Wait, who's the barnacle and who's the whale? I feel like, I feel like F1 is.
Starting point is 00:11:42 I'm saying Apple started as a barnacle. Okay. And they're becoming the whale. Hmm. Okay. here he is, Tim Cook. This is at F1, and they want him to wave the checkered flag. That looks fine.
Starting point is 00:11:53 No, it doesn't. How does one wave a checkered flag? That is not how you would wave. How would I wave it? Would I just more gusto? You think it's just born something? Look at how laxadaisical this way. It does seem like he's kind of phoned it in. It looks like he's going fishing. It does. Yeah.
Starting point is 00:12:07 He's at the finish line of a Formula One race, and he looks like he's going out for trying to catch some trout or something. Wow. have a fantastic weekend everyone we will see you on monday we love you leave us five stars on apple podcast and spotify and have a great weekend weekend

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