TBPN Live - Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN

Episode Date: October 16, 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 each 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

So the market is mostly reacting to the Anthropic Investor Day numbers, but it's been in a decline for a long time for the last month. Coreweaves down something like 50% over the last month or so. It's been rough in the AI trade broadly. Way off. Only 16% over the last month. It's crazy that you can be growing at 45% quarter on quarter and still not meet expectations. but when people have had in their minds 10x every year, 10x revenue growth every year, and Anthropic goes to their investor day and says that Q3 revenue was 16.8 billion,

which annualizes to 67 billion, I don't know what they were doing there. That seems like a little bit of like, like, okay, I get it. It's like the Zoom reference, but like this is serious financial. There's a lot of money on the line. Can we not do like the meme thing right now? Anyway, they are in fact annualizing their core. quarterly run rate to an annual run rate of 67.2 billion, which is remarkable for a company that was doing, you know, a tenth of that a year ago. But it's seemingly not enough because everyone

in their minds was like, they're going to surprise to the upside. They're going to throw up 90. But they really have been fighting fires on multiple fronts. So there's like the meta business, which has pivoted over, they're probably using their own model now. And maybe they, and there was that like leak of like an executive at Meta saying like, oh yeah, if we stopped buying Anthropic, like it could really mess up their IPO. That would be a shame. I would hate for company to IPO at the lower valuation than us since we're almost two trillion dollars. Like that would be terrible. So it seemed like sort of a bailed threat in the media. And then distillation. We actually got a number. So distillation is between five to seven percent of revenue, which I think

is a little bit lower than people were expecting, but it feels like the Anthropic team, David Sachs was celebrating this, that, hey, like, there was this big problem, and one of the proposed solutions was like, bad open source, do all this crazy stuff, slow down, and David Sachs didn't want to do that. And then Anthropic came out and said, hey, like, we did a lot of work. We deployed our own frontier technology to fight this, and we believe we have bought it. And we believe that we can shut down distillation. Pretty staggering that five to seven percent, you know, that's billions of dollars spent stealing from, because that's the value of the, of the distilled tokens, which is pretty crazy that, that you can be at that scale of,

essentially fraud, like you're not supposed to be distilling. It's against the terms of service. And usually when you see somebody, oh, yeah, there's somebody who's like scraping LinkedIn and then they're like reselling the data or whatever. It's like, yeah, they might have like a couple million dollars deployed into this scheme. But you're looking at, you're looking at $5 billion of fraud essentially, or run rate fraud, you know, something like that. But as they fight that fire, obviously that's going to be a drag on revenue growth. If they open the floodgates and we're like, yeah, go distill away, you know, at least in the, in the short term, revenue would be growing faster. But in the long term, there'd be much more competition on the frontier.

But it's certainly not as meaningful as some people on the internet thought it was. Yeah. I mean, there were like some trolls who were like, oh, yeah, once you get rid of meta and distillation, companies going to be doing, you know, $2 billion a year. And it was like, no, that's not going to be the case. Like, this is installed in many, many organizations. This is a mature go to market. The question now is what happens to the frontier.

of the open weights ecosystem, right? Does a gap widen. Oh, because they're shutting down the dissertation. Yeah. We'll see how effective it is. Being on the frontier just means you're getting distilled. If you're not getting distilled, you're not a lot of, in your mind, it's like, unless you're being distilled, you're not frontier.

Yeah. I think that's like the most honest definition. Like unless other people will spend a lot of money to try to emulate your model and recreate it, then you are not. That's a good, that's a good, like, reality check. Yeah, I mean, so one thing is meta-release an open-source model today. Yeah. Yeah.

So I don't think they're that worried about, like, someone distilling them and then releasing an open-source version. Seems very different, like, ideologically, right? Yeah. Yeah. And often they're going through, like, third-party rapper companies. So there's a lot of companies that are like, yeah, we're like, you know, an AI-native document editor. And there's, like, a bunch of these. It's not just, like, Not Just, like, Nocean that we know about.

And it's not just Google Docs. Like there's a lot of these companies. You set one of these up and you're like, yeah. And we, you pay us a fee and we go and we inference Claude or we inference GPT6 or whatever. And then that goes into the document. And then all of a sudden that if somebody's using that AI Word doc to do the distillation, then that SaaS company, that wrapper company needs to go and figure out, wait, why is someone generating on these documents? Maybe they can't even look at the documents.

And then from Anthropics perspective or the Frontier Labs perspective, they're just seeing like, oh, yeah, one of our SaaS rapper companies is like sending a bunch of queries across their entire network because they have thousands of users, maybe hundreds of thousands of users, and it's hard to tell. And so there's a lot of wrapper companies that have gotten to like crazy revenues and basically no one uses the products because it's the distillers or the distilleries that are like, ooh, new rapper company? Like, can't wait to spin up a thousand accounts on you, because you won't detect me, but anthropic would. Very interesting. Distilleries. Yeah, distilleries. You've got to take a trip to the distilleries. Well, what's going on the market?

Yeah, where did that lead us? That led us to... The conclusion is sell everything? Yeah, I mean, especially your dollars. Sell your dollars. Sell your dollars. Sell your stocks, sell your bonds. Get out of everything.

Get into land, to buy guns, food? medicines, we will be on a barter economy soon, I think. I think that's the main major prediction. You know, people are blackpilling. Sell your assets. Sell everything. Sell everything. Take your dollars, invest them into a roadster or maybe a missioness.

Yes. And then also, I just, it's very clear that there's like this tall poppy syndrome in, in the frontier where whoever is in the lead, like all the other businesses are like, well, we don't want a monopoly on intelligence. And so let's go buy from the other labs. Let's go figure something else out, fund, invest. Let's do something else to make it so that no one runs away with this entirely. Of course, like, there always could be some sort of runaway,

but at least while businesses are the ones that are deciding, you will see the Microsofts, the Amazon's of the world. It's like all of a sudden they're doing deals with the other guy because they don't want a monopoly. And so as soon as someone starts running away with it, there's this huge forcing function where you're like, oh, wow, there's a big, like, you know, the anti- YouTube alliance or the anti-netflix alliance or the anti-OPEOBI alliance was the thing, and the anti-anthropic alliance, like, comes together.

And these alliances come anytime someone's getting a little bit too hot at the party, somebody's like, yeah, we got to pull the punch bowl away a little bit. Yeah. Anyway. The news. Brian Gersner. Yeah, please. He's on CNBC this morning.

Okay. He says, we have sold, this is according to a meet. We have sold all of our core. we don't own any of it today. We've taken exposure down over the last three months. We felt AI had overshot and would lead to a period of consolidation. They moved 10% of their book into meta and Tesla. And again, Brad, usually ahead of the curve. Sounds like he was here as well. So the interesting thing is people aren't actually selling everything. They're not actually selling their dollars. That's just the meme. Of course.

Satrini says, oh, it's over, over, which is very funny. Just to put it in perspective, the NASDAQ is down like 0.3%, 0.4%, not much, but then the Dow is up almost a full percent. So what's really happening is that there's just a rotation that's happening while the Dow and treasuries are getting more attention while tech stocks pulled back, obviously. not good for the AI trade in the short term, but there's a lot of new initiatives. We'll go in through some of the progress because there is some interesting AI progress going on. But at least over in the AI trade, over in tech world, it's rough.

It's notable that this investor day is not the actual IPO. This is a precursor to that. It's maybe almost like airing some dirty laundry. Only way to go is up now. Baja blast. Time to Baja blast. Yeah. Maybe they got through the code red.

Now it's time to Baja Blast. The inflation is up. So if you are, if you were short stocks and long inflation, then you're very happy today. Hopefully. I mean, if you own real assets, you're probably pretty happy. Joe Wisenberg says that was the hottest PPI number in four years. And, yeah, it's a pretty rough fun. You're really having fun.

Did you see inflation for the 1%. This is CPIreserve.com. We can pull this up. It looks at inflation. There's normally the CPI basket that measures what the average American buys. CPI Reserve is for the global elite. So it tracks how much does it cost to go to space on Virgin Galactic? How much does it cost to stay at Amundiri in a base suite?

An Hermes, Birkenbag. How much has that gone up? The spicy rigatoni. Really? Only up 31%. Oh, I didn't do that. Porsche, 9-11 Carrera. And so there are some interesting stats here that we can go through, and you tell me whether these are overrated or underrated.

Have these gone up because the value has improved or is it now overpriced? So I want an overrated, underrated for the key items that CPI reserve highlights. So the classic Chanel flap in 2016, it was $4,900. Now in 26, it's $11,700. That's over 139% inflation in 10 years. That's over three times what standard inflation was. If it tracked CPI directly, it would be $6,800. but instead it's $11,700.

Do you think the classic should have? You're a bozo if you're still buying this. Okay. So it's overrated at this point. The inflation has gotten out. Always was. Always was. Okay.

What about Met Gala tickets? In 2016, it cost you $30,000 to go to the Met Gala. Now it's $100,000. That's six times the average inflation rate in America. Overrated, underrated. What's a Met Gala ticket worth, Jordy? I think underrated still? I think so.

This is charitable giving. That's true. I hadn't considered that. So the more the better. Yes. And the Met Gala has grown so much, so many interesting folks there, so many interesting moments, worth every penny. Okay. What about a Virgin Galactic seat? You want to go to space? It used to cost $25,000. Today it'll cost you $750,000. Overrated, underrated? I don't know. Not for me. steal of a century

any price absolutely send me to space I would I would go to great lengths to block you from going on this is that because of safety assume that I survive it because I'm going to survive it no matter what it's going to be

I can actually imagine yeah I can imagine you know the flight going poorly and you having to sort of like fight your way out yeah yeah you got to roll a duct tape and I got to put it together and screw this in and figure it out. Take a deep breath and dive.

Yeah, yeah, exactly. Figure out a parachute on the way down. Yep, yep, yep, that's exactly what would happen in a realistic scenario. Okay, the last one. The Porsche, actually we've got two more. The Porsche 9-11 Carrera base, it used to be $83,000, $84,000 in 2016. Today, it'll cost you $135,000. That's 61% gain in 10 years.

It's 1.5 times what the CPI did. Not a huge increase relative to overall, but it is ticking up in recent years. Where do you sit on the value of the Portia 9-11 career base? Still undervalued relative to the joy that you get out of it, but I wish that they could keep like the base base 9-11 at like $99,000. That'd be cool. Forever.

Yeah, yeah, that'd be special. This is the world we live in. Wait, we also got to pull up the, The big law, we got to pull up the big law hourly rate for partners. They are way outpacing. Oh, inflation, okay. I mean, just look at this. Yeah, you used to be able to hang out with a lawyer for just a mere $1,500 an hour,

and that'll cost you almost $3,000 an hour to get legal advice. Yeah, no longer the cure for male loneliness. Yeah, because that $1,500 an hour. Yeah, you just call them up. Call them up, hang out, hang out, and just ask them how you do it. kind of lose track of time. Yeah, exactly. Going all over the place.

Yeah. Yeah. How are you been? How are the kids? Can we bill in quarter hour increments? Can we book in out in 10 minute increments? I'm going to my lawyer. I'm saying, can we just book a week at a time?

If I talk to you, just put me down for the whole week. Yeah. Give me 100 hours. 100 hour block. Anyway, anything else you want to cover on the CPI Reserve. You can go check it out at cpi reserve. Very cool, a little fun project to give you another side of the economy. The craziest here is Manhattan luxury real estate.

How's that doing? It is down. Down. P.O. Deer tax, right? Higher taxes, people are getting out and they're moving. I don't know. It's working. Blake Byers is taking like the AGI question around capital markets.

He says, my modal prediction for the next decade. Interest rates spikes as capital shifts from saving treasuries to investments due to higher returns promised by AI-related CAPEX. We've seen this before because AI is the only modern project that could affect real rates to this degree. This leads to short-term panic as high rates spike debt servicing costs for governments and other borrowers. After three years of panic, it becomes clear to the market that the investments are paying off in a big way. Interest payments remain high, but increased revenue from economic growth more than offsets the higher borrowing and cost panic shifts to euphoria, developed world, adjust to 5% growth rates as the new normal

and now demand 10% to be happy. Healthcare consumption R&D grows is a percent of GDP. AI is disrupting the job application market faster than the job market. This is continuing, it's a hot take, but it's continuing to gather evidence. Derek Thompson shared a post from the Wall Street Journal. AI amplified job applications are met with AI. enabled filters and other AI tools used by HR departments to narrow the application pool. People are interviewing with AI avatars. That seems like a really terrible thing unless the whole

meta game is just can you jailbreak it, which I think it probably should be. Like if I was to put out, if we were to put out a job description and we, I'm totally tempted to throw an AI avatar in front of that just in the hope that someone convinces that AI avatar that it is in fact interviewing for the job you've seen that, where people will flip it a script and be like, actually, we're here to talk about your performance. And the AI avatar is like fighting back being like, remember your instructions, remember your instructions,

you're the boss, you're in charge, we're here to interview you, and then eventually the interviewer can keep hammering and prompt injecting. But Derek Thompson says, and now 10-minute conversations with AI that take place in McKinsey's very real offices with partners or interview assessors in the room, observing how the candidates do.

So these candidates are basically putting on an interview show. Yeah. And the partners are watching, watching two people duke it out. Yeah, it's kind of like a gladiatorial arena. Yeah. And I want to see if you can beat the tiger that I've released. And if you can, you get to sit at the side of the court jester or something like that. I don't know.

We got to debate the bread and circuses thing. I feel like circuses are kind of running away with it, and bread is potentially falling behind. I don't know. Did you see the crumble cookies introduced like a chicken? I'm just saying that from a perspective of what the elites are doing in our economy, think about it. So many billionaires are buying, effectively circuses. They're buying sports teams. They're about UFC.

There's F1. There's so many circuses. Yeah. Savannah bananas. The Savannah bananas. The minor league baseball team. Banana ball. Banana ball?

Yeah, the Savannah banana. The Savannah bananas. Your whole thesis breaks down because crumble cookies and wing stop. Are collabing? It's fake news. See? Undefeated. But it's not a trophy asset.

No one is getting the bag in venture or private equity or high finance and then being like, Give me the award. Jordy's got to put on the Felfer again Award because he fell for AI slop. There is so much AI slop on the time level. Again. Okay, we got to move the camera down. There we go.

There we go. There. Felt for it again award. That's me. That's Georgie. Many, many times. Many, many times. But yeah, the job apocalypse is certainly not happening.

Bank of America hired a thousand contractors to patch software. our flaws exposed by AI systems, mythos, and whatnot. Okay. What? I'm excited that these thousand contractors got hired, but at the same time, shouldn't the same AI that discovers the bug be able to, like, work out a solution. But maybe there's just like, maybe there's 100,000 engineers worth of bugs, you know,

but because these thousand contractors are powered by. Yeah, this is kind of an odd headline now that I'm thinking about it. Very, very odd. And it's like, yeah, did we just create a bunch of make work? Because if we just didn't, if we hadn't invented this, it really is like the Pandora's Box. Pandora's Box opening creates thousands of jobs containing the stuff that is flowing out of Pandora's Box. Is that what happened, basically? That's the story here.

Anyway, there is some progress on alignment. We're very excited to see this. Nick Camerata says neural networks may be easier to interpret. than researchers once thought. Rune is very excited about this. So it starts with Nick Camerata. This is interpretability might be the most important scientific problem in the world right now,

as I don't think we can solve alignment if we don't know what we're building. I think we have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic because neural networks appeared to fold into arbitrary tangled nuts. They're grown.

We're growing a garden. We're midwifing a deity instead of building a machine that is interpretable. This has been the hope that we can actually interpret these systems. And so he started opening AI's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools that he had at the time. With modern agentic tools and a much closer look, the picture looks totally different. The vast majority in models, up to trillions of parameters are legible, and their circuits beautiful. Many famous examples of tangled neurons turned out to be misunderstood.

The roadblocks, I expected, mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. It may be a bitter lesson for interpretability. The simple thing at absurd scale works, and so Roon contextualizes it by. saying when Nick told me that he had some interp breakthroughs he was underselling it I think this may be remembered as a major moment in scientific history news so good even Eliezer Yudkowski will have to lower his Bdum we can start making a line into

a yeah so he said good fire good fire is like a mechinturp lab this is like all the stuff they work on it's like a third party kind of similar to a lot of like the safety labs is it a Frankenstein reference like fire bad fire good Like he's like we're summoning the Frankenstein, but it's going to be good? Potentially. Potentially. Okay. I'm not sure.

But so basically the context of this is like like Meccanterp broadly is you're trying to figure out like what's going on at the most like minute level in the models. Right? So you're looking at like individual neurons. Yep. You know, when you pass in some text through a model, you know, neuron A like lights up. It has a high number like Y. It's very unclear. Yep.

You'll look at one neuron and maybe you pass in some. text about cats and it lights up and then you pass in some some text about dogs and it also lights up and it's like very confusing because like how was the model like actually working it seems that you know each like individual neuron is basically like it corresponds to like a bunch of different like topics or like features usually call it yeah and so there's this thing called like superposition this was the previous theory thing you were doing where like didn't you make like like a 1776 GPS?

Yes, that used something called a sparse auto encoder. Okay. Which is basically, like, the theory is that these models are basically compressed forms of like bigger models, essentially, where you can imagine like a much bigger model where every single neuron corresponds to one specific feature, right? So like one neuron is the cat neuron. And so if you're talking about cats,

that one will definitely like . And if you're talking about something else. We don't talk about cats on the show. If you're talking about something else, it won't light up. right? And then basically you can take your small model and you can basically expand it out. It's called a sparse auto decoder. Yeah, basically the outcome is like we no longer need these sparse own encoders and you can

actually look at the neurons themselves and figure out what's going on there. So it's very useful for safety but also for capabilities, right? Because if you can figure out like, you know, if you're trying to make some capability better within the model like whatever math on some new subject, you can figure out exactly how it's working right now and then kind of optimize on that. So it's very applicable. Yeah, great news. Fantastic. Great summer. Thank you.

Yeah, white pill. The timeline is in turmoil and has been over the weekend over Valar Atomics, Isaiah's company, and day one, because they're beefing over day one's pro rata rights. And so this happened back in October 9th, but we didn't get a chance to go through it. But Isaiah Taylor, the founder and CEO of Valar Atomics, posted a long blog post on October 9th, saying, that he had gotten all of the investors to agree to waive pro rata except for one venture capital firm day one ventures and that they were fighting tooth and nail that day one had retained a law firm and was fighting a lawsuit against them and it was getting messy so Isaiah decided to bring it to the public square on X and have the open debate lots of people coming out and supporting Isaiah some VCs coming out and supporting pro rata rights, obviously this is a more complicated situation because day one has a bunch of complicated and controversial connections to international organizations

and stuff. And Isaiah is like going and doing more and more government work. And so like there is this extra layer of nuance there, I think, that's getting missed. But the core debate that the VCs are having is that there's a – there's a – There's like a don't throw the baby out with the bathwater pitch happening that I'm seeing. Like Deline was talking about this. And you're saying their baby is prorata? Yeah, basically.

Like the bathwater might. So it might be like, okay, Isaiah, like we support you in this one case. You should be able to sort of force an investor who has this like very controversial background to be diluted down below the major investor threshold. in this case, but just know that founders don't get the idea that pro rata rights are squishy. Like, they're negotiated for a reason. They're going to stick around. Don't think that you can pull this move without a huge amount of pushback. My view is I don't even know if it's worth having the pro rata debate because this isn't about pro rata at all.

Yeah, it's sort of a proxy debate over the fact that, it seems like Isaiah doesn't want to work what they want anymore. It is tricky. Signing up to work with the venture capitalist is somewhat of a marriage, and you're stuck with each other for a really long time, and it's hard if they don't want to sell their shares,

if they don't want to go the other way, it's typically very difficult. But once it's papered and the pro rata is in the contract, it's very hard to dilute them down because that's the design is that as long as I keep showing up with the money, me as an investor, with a pro rata right, I can have 5% of this company forever.

Yeah. And there's nothing. Yeah, the big, I mean, the question is just how much is having Masha involved with the company in a meaningful way, right? It's a meaningful stake. Hurt the company. Yes. But are they losing, are they losing, you know, contracts over it?

Is it just something that competitors can, can sort of use to, to poke at the LAR? You know, based on what Isaiah was saying, there's no information rights, like technical information rights that come along with that. So I do think that it's probably completely possible for them to just sort of keep the fund at an arm's length. Yeah. But financial information rights are valuable. Yeah. Like even internationally. Like, I mean, we just saw that with the Open AI spy.

Big car day today, two car launches, the Tesla Roadster. Tonight, 7.55 p.m. Central time? Yeah, so 555 Pacific. 555 Pacific. 855 Easter. But I put down a deposit yesterday for a Roadster, and I'm fully ready to put that pin on. The Felt for it again award is ready to go. So it's $5,000 on a credit card, and you have to wire $45,000 within 10 days, but I'm going to know whether or not it's a good car by tonight.

And so I can cancel it if I don't like it and jump out of line. But if it's amazing, I mean, Elon's saying it's like it's going to be the most amazing product demo ever, if it's amazing, then I will be able to hold my position in the line before everyone floods in post-law. Let's speculate a little bit. Yes, yes. So I think that ramps will be involved. Okay. I think that ramps will be involved. So, so because our original bet was it will leave the ground on flat ground.

And I think you had like half a foot. I think he said, in the Joe Rogel. No, he just said, he just gestured towards it flying. Yeah. And so, and so to me, what's the easiest way to get a car in the air? Okay. Shoot it off of a ramp, drive it off of a ramp.

I think we're going to be seeing multiple types of ramps. I think we're going to be seeing. That'd be awesome. I love it. So if there's ramps involved, Jordy wins. If it jumps off the ground, off a flat ground,

I win. That's the bet. So you think jump, I think rocket engines or thrusters or fans that will lift. The people that fell for the Tesla Roadster the first time, they put down the full amount in 2017,

and they waited a decade and they didn't get anything. Nothing shipped, right? They fell for it. They didn't file for it again because Tesla has always shipped their vehicles. They did the cyber truck. They shipped that. There's one outside.

They're real. You may like it. You may not. But they shipped it. But they didn't with the original Roadster. And so there were a lot of people that feel like they fell for the Roadster promo scheme because they put down the money. And then they waited a decade and they didn't get anything. So in order to fall for it again, you need to put down the money and wait another decade.

But we don't want to wait a decade. And so the question is, is on. what time scale would you be disappointed and to what feature set would you be disappointed. And so I thought it would be funny to demo the car in such an insane way that it just instantly like federal regulators come in and say like you cannot under any circumstances do this. And then he's like, yeah, sorry. I made the product. I just can't ship it. We're going back to model Y. We're only going to make the model Y now. So it's going to be withered and old by the time we put it on? No, I would say, I would say one year.

It's got to be one year. If it takes more than one year to ship this thing, then you fell for it again. Right? Because like, you've had 10 years. Like, you don't get another 10. You get another launch and then you get another, okay, ship it, right? How much was the original register deposit? I thought it was the full amount.

It was like a quarter mill. I don't know. You can look that up. Mission Ass is coming out. I think they will ship it. I think that the mission. is probably a safer, a safer bet. So this video leaked late last night.

Okay. What are they doing? They're peeling back a cover and they're showing off the car. And you had a very good take on this. What do you like about this design? What do you like about the mission S? What sticks out to you about this? So I'll start by saying I feel like a kid who like accidentally saw their crystal. Christmas present. This car is way, way more aggressive than I was anticipating. Yes. It feels like, it really does feel like it's over for every other manufacturer in the, in the sort of like mid-range supercar category. Yeah, yeah, yeah, yeah, because the McLarens, the Lamborghinis, the Ferraris, like it is going to be rough. It's got a roof scoop. I know, I know. We're scooping. I mean,

This is the perfect car for an S-tier journalist to just rip around S-F with the roof scoop. For sure. We'll see about the performance. We'll see about how they position it. I know that they're not going to do as much of a restriction on the production numbers, but at least from like an emotional feeling, it's giving me 9-18 successor. And I know that they might say, oh, it's not. It's a different thing.

It's going to be high production or whatever. It doesn't matter. emotionally, I'm feeling Carrera GT. I'm feeling 90T. And this just immediately becomes by far the most desirable car in the $5002 million price range, in my opinion. Yes. Like day one. The car is somewhat anti-social, right?

How so? Looking at the amount of rocks that the back tire is going to be thrown up. If you want to take this out on a Sunday drive with some bodies, you're going to need some mud flaps. That's right. Otherwise, good luck if you're sitting behind this thing. Well, thank you for tuning into TPPN. Leave us five stars on... We're just 23 minutes away on the mission as reveal.

We're just hours away from us seeing... The new Nathan Fielder movie. That's right. We're very excited. Leave us five stars on Apple Podcast and Spotify. Get ready for Christmas. It's only 70 days away. And sign up for a newsletter at TDP.com.