TBPN Live - SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN

Episode Date: April 22, 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.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 00:00:00 A bunch of major stories today. SpaceX and Cursor partnering up. More news out of Images 2.0, bunch of news out of Open AI. And Mythos, a group of unauthorized users have been using Claude Mythos since the day it was released. There's a big scoop in Bloomberg. We'll go through there's a whole bunch of timeline. We can also pull up the lineup and take you through who's coming on.
Starting point is 00:00:23 We got Adobe, Build Forever, Angel List, Zankar, vast data gradient. We're going through all the news of the day. Well, let's start with SpaceX and Cursor, who are teaming up in a very interesting deal. Is this a gong already? This is gong worthy. This is gongworthy because it's an option to buy the company,
Starting point is 00:00:42 but a $10 billion, break up fee, incredibly, incredibly, I think it's a win-win. It's a win-win. It's a win-win. It's a win-matter-law. Well, let's go through the facts first. So, SpaceX partners. Who needs facts?
Starting point is 00:01:01 Just immediate takes. We assume you already know all the industry. Post fact. Do you know all the information? Do we need to give you any information? We'll see. But let us run there. So SpaceX partners with Cursor to, quote,
Starting point is 00:01:13 create the world's best coding and knowledge work AI. The deal gets Cursor, who's a gentic coding model. Composer 2 basically operates at frontier level performance, access to compute from SpaceX's, million H-100 equivalent Colossus supercomputer, and that is the correct term for Colossus. It is a supercomputer.
Starting point is 00:01:34 There were some other terms that Elon was throwing on. Fantastic terminology from the X-A-I team over there. What was the other one? It was like AI... Compute Gigafactory. Compute Gigafactory. They're all hilarious and very good. I like all these.
Starting point is 00:01:50 Computer? Computer-diggin. Were they saying computer? The X-A-I timeline? I was like, I was thinking about it I was like, when did this actually start? Like, I, I, because it just kind of came out of nowhere and just absolutely blew up. I wanted to actually review and reset on like the timeline of events here because it's gotten
Starting point is 00:02:07 so crazy to the point where it's like, the thing that started as like Elon sort of being like, I want to buy Twitter is now like a NeoLab with a massive supercomputer data center and a coding agent and code review for the age of AI because don't forget, they own graphite now or potentially well. And a social media app. The space code review company. Exactly. So I'm really, I'm genuinely so excited for Mara. For the graphite team. I'm thrilled for the cursor team. I'm thrilled. I'm thrilled for Scott Wu. Yeah. Scott, Wu is licking his chops. He's like, what are you going to, what are you going to leave out in the record? He really is going to have fun with it. I mean, I also think we need to, we need to take one moment.
Starting point is 00:02:54 and just send some thoughts and prayers to SBF. Oh, yeah. Imagine, I don't know how this works in whatever prison he's in, but I imagine, you know, hopefully every few days he can go and, like, talk to the outside world. Yeah. And you can imagine him going, you know, making the call. Yeah. And he says, you know, sir.
Starting point is 00:03:17 What would the mark be? How is enthropic doing? How's my baby doing? And it's like, sir, it's traded out. up north of 800 in secondary markets. And it's quite possibly going to north of a trillion. And then he's like, thank you. Hanks up. Comes back the next day. I haven't checked him with cursor in a little bit. How are they doing? Sir, you may not want to hear this, but there's a 50 billion dollar acquisition on the table. They've agreed to sell for 60 billion. And if they don't sell, they're going to get 10 billion
Starting point is 00:03:47 of non-dilutive capital. Absolutely wild. Anyways. What a wild, what a wild, wild turn of events. Anyway, let's go through the timeline because it's interesting to revisit the flurry of news that has come out of Elon in ink over the past just four years when this all started. April 14th, 2022, it's April 22nd now. So we're talking four years to go from just proposing buying Twitter. He made an unsolicited offer to acquire the company. He closed that acquisition after a bunch of back and forth saying, hey, maybe I don't want it. It was very clear that the stock would have traded down significantly from that $44 billion
Starting point is 00:04:29 because this was when the interest rate hike happened and the end of ZERP and basically all software companies sold off significantly. And so we saw declines in Snap and Pinterest and basically anything that was even meta sold off like 40, 50 percent post, although that was like an anomaly and they built back up. But the question about like, okay, well, reality. Labs is a, what, a 10 billion, tens of billions dollar bet on revenues that might come in like 10 years. Like, it was so far away.
Starting point is 00:05:04 And the revenue ramp on VR and Metaverse projects was so slow that the market just had to discount those future revenues, even if they were still bullish on the idea of meta, winning the VR race, winning the Metaverse at some point. It just wasn't going to happen anytime soon. So you got to discount that back at 6% instead of 3% or whatever your risk-free rate is in your DCF. And so everything sold off. And Elon had locked in that pre-end of Zerp price. And there was a big question about could he get out of it?
Starting point is 00:05:32 Were they going to twist his arm? They, there was a little bit twisting. The arm was a little bit twisted. But Morgan Stanley came on board and a bunch of other ones. It was almost broken. But the people who were whose arms were twisted, Morgan Stanley and all the VC backers who came in, they wound up with SpaceX stock. And so they wound up doing very well because they wound up with XAI stock and then SpaceX stock.
Starting point is 00:05:51 And so it's all looking like, you know, as crazy. It was never bet against Elon. Like, that was the thing. It was like, surely this is the time to bet against Elon. He's buying Twitter for $44 billion. It's a crazy idea based on the market and where things are. But everything sort of penciled out. So he closed the Twitter acquisition on October 27th, 2020.
Starting point is 00:06:09 And he took control of the platform at the end of that month. That was sync day. Of course, he comes in with a sink. Something about the, what was the joke about the kitchen sink? Let that sink in. Oh, let that sink in. Okay. It wasn't like, I'm doing the whole, the whole, isn't the whole kitchen sink another phrase as well?
Starting point is 00:06:23 Yeah, like throw the whole kitchen sink at it. Okay, yeah. Well, he did that too, because he threw everything together. Yes, good job. Yay, yeah. So XAI came later. He publicly announced XAI on July 12, 2023. And that's only nine months after chat GPT, maybe eight months after chat GPT.
Starting point is 00:06:42 Google quick followed with Gemini. And it was like, it was a very fast following, I think, to get to XAI off the ground. And that was like, just for context, that was right around the time you first publicly talked about the potential for a tech live stream, right? Oh, yes, yes. I do. I think that was actually very close to the date. Yeah, I was making YouTube videos.
Starting point is 00:07:04 I made a whole YouTube video about the Elon Twitter acquisition, and I was sort of trying to justify it as a desire for free speech than anything else. Like, you shouldn't look at it in financial terms. I think that still probably holds. But there wound up being a whole bunch of other knock-on effects for Elon's strategy. He was, you know, coming out on July 12, 2023, saying, I'm back in the AI horse race. I'm competing directly with the big labs.
Starting point is 00:07:27 I'm going to go up against DeepMind still. Remember, that's why he founded OpenAI. He wanted to push back against DeepMind. I'm going to go up against Anthropic, going to go up against OpenAI. And so the first major product milestone came, just a couple months later, November 3rd. That's when they introduced GROC, November 3rd, 2023.
Starting point is 00:07:45 So it's been almost three years. The first real integration with Twitter happened on December 7, 2023 when GROC started rolling out inside of X for premium plus subscribers, which was a new tier. It's actually crazy how many of each. Everyone got verified, remember? I mean, that year on Twitter was insane. Like, just product feature, product feature.
Starting point is 00:08:05 And they were shipping stuff that had been clearly developed beforehand. Like, I think the community notes idea had been workshoped and even like engineered in the pre-Elon era. But he just got there and was like, ship that tomorrow. And like there were a lot of things like that that happened. And there were other things that got pulled back and review. and like there were other pieces of the puzzle that were like not doing so well and he was just a cut, cut, cut, cut. And so he sort of like put it back in startup mode and it felt a lot more agile. And it still does. That was the moment GROC finally became a part of the X product experience.
Starting point is 00:08:34 In early 2024, XAI started shipping updates quickly. March 17th, 2024 at open source GROC 1. March 26, 2024, GROC access expanded to X premium subscribers. Two days later, they announced 1.5. Then on April 12th, 20204, they announced 1.5V, which added multimodal capabilities. Then Groc 2, Groc 2 Mini. By the end of 2024, GROC was available to all X users. And so 2025 XAI moved from being connected to X to absorbing it at the product level. On February 19th, 2025, XAI announced GROC 3 beta. Then March 28, 2025.
Starting point is 00:09:14 So over a year ago, for some reason, this feels more recent than that. XAI acquired X in an all-stock deal. So March 28th, 2025, effectively merging the AI company with a social platform. After that, X kept releasing faster model updates. They did GROC 4F fast, GROC 4.1, then came the SpaceX deal. That was February 2nd, 2026. So the clean sequences that Musk first proposed the Twitter acquisition,
Starting point is 00:09:38 then founded XAI, then brought GROC into X, then merged XAI with X, and then SpaceX bought XAI. And so now Cursor is joining the team. It makes so much sense, right? Cursor needs compute, they need the resources, they need the capital to train a frontier coding model. They've also never done a pre-tracking, I believe, whereas the X-AI team has, right?
Starting point is 00:10:00 Correct. And the big, big thing is that the GROC brand has been through so much. There was an idea being thrown around last year that it had been banned in more workplaces than it had been adopted. Yeah, yeah, yeah, yeah. So more people had said, like,
Starting point is 00:10:15 you cannot use this product in the world, workplace, then we're actually using it in the workplace. Curser's a great brand, right? It's a brand that I think can probably expand outside of coding, right? Say in the announcement, best to create the world's best coding and knowledge, work AI. So we're at a point right now where everyone is building the exact same thing. We've got everyone on Earth building, building a box that you can tell to do things.
Starting point is 00:10:44 Oh, so you just want one company to do it all? Communist? No, no, I don't. I think the competition, I think the competition is great. You want the government to have it. It's bringing out the best in, it's bringing out the best in the run,
Starting point is 00:10:55 but I think Cursor is like, Knockout, drag out fight. Cursus always had a great brand. I saw someone else. SBF replied to SpaceX's tweet. It's like, that's me. Pull up the first post here and then scroll down.
Starting point is 00:11:07 The SpaceX and Cursor are now working closely. There we go. Look, SBF is somehow on Twitter. How can you be on Twitter from jail? All these people in jail on X, I don't understand. No, it says it in his bio. It says it in his bio. He says, we can use BOP-approved phone calls, emails to tell others what to post on our socials, right?
Starting point is 00:11:28 I think it would be a free speech violation to say, like, if you are in jail, you cannot distribute information in the outside world in any capacity. But it feels like this was maybe some legislation that was created pre-internet. It seems like having, like, a ghostwriter on your... your account is a really good way to like start you know kind of like influencing public perception right i think this is elizabeth holmes has had enough kind of moments where it was like she you know her proxy posted something that was mildly kind of entertaining and over time that just wears on people and eventually people are like maybe maybe she isn't so bad after all right um so well richard woo broke down the structure of the deal he says the structure of the deal is pretty
Starting point is 00:12:14 interesting here. I think what's happening is one, XAI is having trouble training a state-of-the-art coding model, hence co-founder departures. They might have a bunch of idle GPUs. Curser doesn't have capital to blow on a $5 billion training run to compete with Codex and Claude. X-AI, 3, XAI says to Cursor, use all the GPUs you want at cost and get to a state-of-the-art coding model as long as we have the option to buy you. Four, Cursor, also. also gets a free option. Train a model better than Opus and get bought out for 60 billion, or get 10 billion that pays for all the GPUs you rented. Win, win. And I was reflecting on Michael Truel's, I mean, fantastic entrepreneur, remarkably young, but his aesthetic is very much in
Starting point is 00:13:05 like the stripe world, I imagine, because I feel like the one really cinematic podcast he's done is that one with, was it Patrick Collison? Is that the one I'm thinking of? And it's like, them at the coffee shop and it's so welcoming and warming it's like that is welcome in every corporate entity in america right like and and to your point about like you know oh like if your corporation is like oh what's going on with elon and politics blah blah blah do we really want grok running around with mecca and annie and all this crazy stuff but if it's just like michael trill from cursor he's so reassuring like i if i'm like coke or g e or ford i'm like yeah of course like we love cursor that's great yeah very very aesthetics do matter vibes do matter
Starting point is 00:13:44 I think makes it a lot of sense. Matt Slotnick says he loves math. Okay. What is the math here? He's talking about Julian. He's, uh, so Julian says at a 30 X revenue multiple at first glance, it appears that SpaceX is overpaying for cursor. However, the deal is wildly accretive for SpaceX, given it is expected to go public at more
Starting point is 00:14:04 than 100x revenue. A 70-term multiple expansion on two billion of revenue adds up. Wow. Yeah. This is a notorious thing in corporate M&A and, uh, and, uh, and, and, uh, and, Occasionally it's gone poorly. But there is like an old adage that if you can acquire earnings at a lower earnings multiple and maintain your current multiple, that is accretive to the stock.
Starting point is 00:14:25 And so there's a whole philosophy around that. But the smart investors should price each earning stream differently. And having like a monopoly on launch capacity should be a higher multiple than a super competitive oligopolistic coding market, if that's what this winds up being. It's a tricky, tricky situation. Will Brown. Wow. Cursor just hit a $10 billion run rate. They did. It's guaranteed, right? There's no way that they won't make $10 billion this year. That's not even a run rate. That's just like it's locked in. It's more than contracted. I don't know. Yeah. And it's very meaningful because it is effectively an exit and that's, you know, by itself. They can, you know, they'll be in a position to actually, you know, reinvest that. That's like a nice little NeoLab kind of Series A basically. Ken says no. You've got to multiply that $10 billion by 12. Because in that month, where they get the $10 billion check from SpaceX, it will be $120 billion around rate. They will be the largest AI company in the world that month. And then they just have to figure out, they don't collect until end of year if they're still independent. Otherwise, it's more than $25 billion. Okay. Patrick is quoting Scott Wu. Oh, yeah. Last of the Mohicans. Scott Wu. I love it because despite this does not look at it.
Starting point is 00:15:42 Without images too, we just, this kind of asset. I actually think this might have done the old-fashioned way. No, this is Nana Banana. There we go. It's good at cutting out of faces there. Thank you, Watermark. He says, here we go again. Last the Mohicans.
Starting point is 00:15:56 Yeah, Scott was the last one standing in this particular category. And yeah, he's licking his chops thinking about who might want to hop over to Cognition Cursor. Cognition, windsurf, Devin, Cursor, Zombie Corp, as the. as the ghost ships continue to line up on the shores of Scott Wu's territory. Some news from Space News, Inc. This is very interesting. China backs orbital data center startup with 8.4 billion in credit lines. They're pilled.
Starting point is 00:16:26 They're pill. Elon is interested. 8.4 billion in credit lines. That is a lot of money. A Beijing-based space startup has secured early-stage funding. Early-stage funding to the tune of 8.4 billion? What are we doing here? And extensive credit backing is part of a broader Chinese push
Starting point is 00:16:41 towards space-based computing infrastructure, Beijing Orbital Twilight Technology Company Limited. We don't know how to name companies like that in this country. Seriously. This is the new meta. Yeah. What is cursors real name? AnySphere?
Starting point is 00:16:56 This is a pretty good name. I like AnySphere, and I like cursor, but it doesn't hold a candle. It's a Beijing Orbital Twilight Technology Company Limited. Also known as Orbital Chengwang, announced the completion of a pre-A-1 funding round, April 20th. The round saw participation from venture and industrial investors, including Haasong Capital, CITIC, construction, investment capital, Cathay Capital. They got everybody. It's
Starting point is 00:17:21 a murderer's row over there. At the same time, Orbital State said that it has obtained strategic credit lines totaling $8.4 billion from 12 major financial institutions, including the Bank of China. Are they going to build rockets with this? I mean, I don't, I don't understand why this would be so capital intensive if they're not going to fad the chips and they're not going to launch the rockets. Well, they're going to put a lot of GPUs in space. I guess they're just going to buy a lot of Huawei chips or something? Are they going to go to Huawei and get some special stuff?
Starting point is 00:17:49 Yeah, I mean, this is pretty interesting because I feel like, you know, generally the main bull case for space data centers is that the like regulatory environment in the US is going to be so hard to build data centers. Yeah, yeah. Super computers, but yeah. Normal land. Oh, yeah. Yeah.
Starting point is 00:18:02 So you got to send supercomputers to space because there's less. No, we can do data centers in space. We just, we, if it's on the ground, it's a supercomputer. Okay, yeah. That makes sense. Because we don't want any more data centers on Earth. It's Earth Day, by the way. Congratulations, Earth.
Starting point is 00:18:15 You've done fantastically. Yeah. But the whole thing, like in China, it's like, you can just build things there. There's very little regulatory overhead. So it's like, I feel like the space data centers make a lot more sense for the US. If the bulk case is regulatory, which seems to be,
Starting point is 00:18:30 that's generally consensus, I think. I was laughing about how there's all this fear about data centers using water in America. But over in China, they have the three gorges dam, which generates electricity. from water and it technically uses a lot of water. The water's not destroyed or anything. It just passes through the dam, generates electricity, but they're using an entire ocean of water. Exactly, the Hoover Dam. That's a nightmare. If you just, like, there's one frame where you don't want
Starting point is 00:18:54 the water to be destroyed or made unpotable so you can't drink it anymore, but there's another one where you think like water has individual rights and should not be used at all. Like it should not be used. It should not flow through a water wheel. It should not flow through a dam and generate electricity at all. It should be left to its own devices still and just chill. Maybe. Anyway, Orbital has incubated, is incubated by the Beijing AstroFuture Institute of Space Technology, which itself is backed by Beijing's Municipal Science and Technology Commission,
Starting point is 00:19:24 and the Science Park Administration. The Institute leads a consortium of 24 organizations. The rationale for the constellation in November briefing. So, large-scale data centers have expanded rapidly worldwide, but further growth faces major obstacles, including heavy land use. Weird. Soaring energy consumption, weird.
Starting point is 00:19:42 Limits on atmospheric cooling, these things usually don't apply in China, but maybe they are skating where the puck is going. And maybe they're thinking that they will need to change their direction. They're planning a dawn-dusk orbit about 700, 800 kilometers above the Earth, aiming to achieve a large-scale space data center to support space-based computing by 2035. Wow, thinking in decades over there. An initial phase spanning 2025 and 2027. Wait, why are they talking about last year?
Starting point is 00:20:09 We'll focus on core technology changes in the first computing. They're manipulating time, John. The experimental satellite was slated for launch in late 2025 or early 26, but it does not appear to have launched. They have, like, decent launch capacity with the Long March rocket. I think that they just are not amazing at landing it, but you got more money. You can just yolo more rockets up there, I guess.
Starting point is 00:20:32 Problem solved, although I would be surprised if there's as much pressure to not build. little super computers next to the Three Gorgeous Dam. Moving on. More images out of ChatGAPT, images 2, image Gen 2. Pull these up. Images V2. These are crazy.
Starting point is 00:20:50 Has anyone done that ruin test of the guy driving the car into the whole thing where he was like, it's AGI if it can understand this meme? I guess you can't because like that particular meme has been saturated on the internet. And so it no longer is a challenge. I'm going to have it making an image. This is a crazy image. I am a tiny man. What is this?
Starting point is 00:21:13 My space. When my son was born. They handed me to him. Never forget where you came from. Blink 182. It really packed so much stuff in here. It's almost too much. I have been noticing Gabriel over there
Starting point is 00:21:25 is pushing the model into chaos and seeing what happens. Cows are flying, horses are flying. The next one by Ethan Mollock has like every image benchmark in one. You were asking about this. You said, And explain the history of this.
Starting point is 00:21:40 So originally, like, when, like, Dolly first came out, the, like, image that everyone was like, oh, this is crazy. It was an astronaut riding a horse on the moon. Yeah. So then it's like, okay, that's, like, very easy. And then it became... Well, it's very hard to Photoshop that. It's very hard to go get an actual picture.
Starting point is 00:21:54 Because, wait, if someone's just, like, make a picture of a dog and it's photo real, everyone's like, oh, who cares? We have a picture of a dog. We don't have any pictures of astronauts riding horses on the moon. But there's people riding horses, right? Yes. And so, like... It should be able to process.
Starting point is 00:22:07 sense where it's like maybe it's not, doesn't need to fully understand like everything that's going on because there's a lot of like references that can pull from. Totally. So then it became can a horse ride an astronaut. Yes. Right? It's like the reverse. Yes. And early image models would always just do the flip.
Starting point is 00:22:21 They would just put the astronaut on the horse. Yep. Because that's more logical. Yeah. So there's a number of these things where like if you ask a person to draw it out, it's like, okay, you just think logically like this is how it would look. But there's just like no reference images online. So another one was like a full wine glass.
Starting point is 00:22:34 Yeah. So you think of a full wine glass is like it's still only like, technically, you know, halfway three, fours. I never understood why that one didn't work. I saw the whole video. There's just very few images online of a full wine glass being like, oh, full to the brim because people typically fill them halfway. And so in the training date, okay, got it.
Starting point is 00:22:50 Yeah, that makes sense. And then there was the, you know, what is this image? This is not the one. This is not the one. This is not the one for the timeline. That one's way more aggressive than the, this is the one.
Starting point is 00:23:02 This one looks aesthetic and it still looks weird. The only thing is, would a horse's belly really look like? that it is sort of like a human horse it kind of looks like it kind of looks like a human that but it does have the wine glass completely filled and and then explain the clock was was grok I think okay explain the explain the clock what's going on with the clock yeah that one says another like understanding thing where if you give it a time can it do the the clock yeah like the correct time there's also one where um you do a bunch of clocks on different time zones yeah and can understand how they're related to each other it couldn't do the clock it has two hour hands
Starting point is 00:23:37 Yeah, this one. So you know what that means. We're moving the goalpost. Do it. Move in the goalposts. We all do it. It's time. It's time.
Starting point is 00:23:47 It's time. It's time. It's not complete yet. It's not complete yet. You guys have more work to do. No, no. Sam was talking about this with Ashley Vance. He was saying that like, you know, he thought the job was finished with like, chat, GBT images because it was really good. And then they worked a lot harder and they realized that there was more
Starting point is 00:24:11 to do. And this is like the Carpathie thing about like, yeah, you get the self-driving cars to 99% and then takes another year to get it, add another nine, and then it takes another year to add another nine and then another nine and it just takes forever to improve these things because we demand perfection. We do not accept two hands on a clock. Keep grinding, folks. Keep grinding. Anyway, there are a lot of other fun posts. Semianalysis, I thought this was just a real image of Dorcashtaking a selfie and then it was recontextualized via a meme. It is, in fact, an AI image. This doesn't even look like the new model, though.
Starting point is 00:24:45 Hi, I'm Dorcasch. I grew up all over the U.S. and now SF-based and always down to nerd out of that AI science and history. A little about me. I host the Dorcasch podcast, study at UT Austin. Just published a book on the history of AI scaling. Let's grab coffee or do a fun activity this summer
Starting point is 00:25:01 because, of course, this is a meme template that is very popular and has gone viral with a lot of new people that have been hired and moved to San Francisco. So the other thing I've noticed with an image, too is that I think it has fully the new model has actually has taste I agree and it has fully democratized like high quality lifestyle and product imagery and I'm shedding a tear just a little bit because you used to be able to tell somebody who's working on a CPG company you could kind
Starting point is 00:25:35 of clock their ability yep as a founder based on the quality of their images right because Maybe they're not super creative themselves. Maybe they haven't raised a bunch of money, but if they're scrappy, they can meet the right photographer. They can put stuff together. And now it's like everyone just has a great product photography. Yep. And I saw it this morning with, there's that Andresenbach company that does like electric scooters. Oh, yeah.
Starting point is 00:25:57 They were just like ripping out a bunch of images that look like they spent tens of thousands of dollars doing them, but they're clearly like images too, which is cool. It's just like funny that we've entered a world where. Yeah, I've seen some people. I think that the end result will be like you will see more opinionated and creative and more people. Like there will be a collapsing around like everyone will copy Apple or linear. But then on the flip side, you will see people that are doing things that are really unexpected. And those things will be copied.
Starting point is 00:26:30 But if the brand can run through and actually establish itself is like, oh, it has this unique aesthetic, it won't matter that somebody can recreate it. Because plenty of people do that with the Red Antler stuff. It was like there were brands that really owned that and carved that out as like their aesthetic. And then there were a bunch of copycats and no one really liked this. I was reflecting on the fact that like for a long time, Mid Journey felt like it had a very unique aesthetic like at like Art Station and like painterly and sci-fi really well. And then Chachapiti Images V1 and some of the other image models just felt like stock photography.
Starting point is 00:27:02 And now I feel like I'm starting to see more stuff out of images with Chachapit that feels more opinionated and has a stronger aesthetic. and it can do more of like the sci-fi stuff. Although sometimes it leans in a little bit too much to the photo realism. I think you've got to get kind of crazy with the prompts to actually get something that's abstract. Post from Ben Heilak, the legend says, Nightmare Blunt Rotation. Oh yeah,
Starting point is 00:27:26 it can do, 360 images. It can do 360 images, which is really cool. You got Sam, Johnson. So it generates a full equi-rectacular image, which is something you could view in VR,
Starting point is 00:27:38 and then you can load that. into a panoramic, you know, stereoscopic image generator. The big question is like, people are going to want to animate these. What's the downstream tool chain for actually turning this into video? Are we going back into video at some point? We will see. Anyway, people are having a lot of fun with it, and it should help with like front end and, you know, and a lot of other stuff.
Starting point is 00:28:02 It seems like it's done very well on design and layouts and all this stuff. Well, oh, I wanted to get your take on this. Imagine if Codex existed in 2005. And it's this very retro. People are doing, imagine if Codex existed in 2012. And it's the Apple design cues from the early Mac OS10. And then the Windows XP aesthetic. Do you think the Windows XP aesthetic is overdue for a comeback?
Starting point is 00:28:33 This is in the middle of the GPT Image 2 feed right there. aesthetic. It's got to come back. This is a mountain dew. It would fix you. This would fix me. No, you know, I have some one memory of XP. John, John. Imagine playing Halo while you just look over and this is just running there. I don't know. You're just drinking a mountain do. There are a couple other important warnings in here. One of them, I know you had thought about potentially putting on a bear costume and trying to defraud your car insurer. And if you in the audience were thinking about dressing up like a bear and attacking your car in order to collect a insurance payout that's up to $141,000, think again. Think again because humans, this is in the New York Times, humans who used a
Starting point is 00:29:28 bear suit to defraud car insurers are sentenced to jail. You might be thinking, I'll just throw on this bear suit and I'll attack my car and then I'll call my insurer and I'll collect a check and it'll be easy easy money easy money get rich quick scheme no no three southern california residents were sentenced to jail after masterminding a scheme in which they staged fake bear attacks on their luxury cars then collecting more than 141,000 in insurance payouts to carry out the attacks the residents had a person in a bear suit climb into the cars and use claw-like kitchen essentials to leave scratch marks the los angeles residents then filed claims to deferred three different insurance companies. So I don't understand why they had to be in a bear suit.
Starting point is 00:30:11 Like, were they filming? Yes, there is security footage. Okay. Okay. No way. Yeah, yeah, we're going to pull up the security footage. Yeah, on the Rolls-Royce Ghost. Yeah, 2010 Rules Royce Ghost.
Starting point is 00:30:23 I know someone who has one of those. I don't think he's responsible for this. But they are dressing up like a bear to get into the car. and rip everything and destroy it so that you can file an insurance claim. Hey, I'm just a bear. I'm going to just get in this car. The schemes are really out of control these days. That is a wild, wild one.
Starting point is 00:30:48 The California Department of Insurance began its investigation called Operation Bearclaw. After an insurance company flagged a suspicious claim about a bear rifling through a 2010 Rolls-Royce ghost in Lake Arrowhead, California, where there are, in fact, bear. So it's not that unreasonable. The defendants claimed that the bear had damaged the interior of their Rules Royce, with photos they submitted to the insurance company showing scratch seats and doors. Video footage submitted with the claim and released by the department shows what appears to be a bear crawling around in the back seat of the Roles Royce and swatting at the dashboard. Investigators later discovered fraudulent claims submitted to two other insurance companies
Starting point is 00:31:27 that claimed a bear had damaged the same interior of two Mercedes-Benzis. Just scratching everything. That is like the most perfect scratch line. Like it's so suspicious. Like it's so clearly like I feel like a bear's claws would be way more organic and like Also hopefully doing more damage. That looks like the weakest bear ever. Yeah, because it's not a bear.
Starting point is 00:31:48 It's a human. The department concluded that the culprit was not in fact a particularly nimble bear. The defendants were arrested in November of 2020. So I would, I would, my first thought is not super believable that the bear walks up to the rolls, Royce goes, opens the door, and goes around. But a few weekends ago, I was hanging out at a former guest of the show's house. He has goats. Friend drives up in his car, parks, and leaves the door open.
Starting point is 00:32:16 A few minutes later, what's in the car? A bear. A goat. People do odd things with animals. People dress up as bears. Scientists also apparently have been giving salmon cocaine. I have no idea why. but the New York Times has a post
Starting point is 00:32:32 these salmon got high on cocaine that wasn't the craziest part scientists in Sweden made an unexpected discovery I think Tyler read this piece and can spoil the ending because What are they doing over there Tyler? I think they tested like what happens when you give the fish cocaine Okay and I think the answer was that they swim much faster And they can swim for longer
Starting point is 00:32:52 Okay and that was unexpected Imagine being the scientists that like didn't get a grant for their research, you know, and they were working on something. I'm really close to breaking Alzheimer's. And they're reading this article and they're like, wait, like I was going to do Alzheimer's research and then these scientists just wanted to give hard drugs to fish. Nearly what would happen. Nearly twice as fast.
Starting point is 00:33:15 I guess that's somewhat interesting, but this does feel like something that could be one shot at LLM. There's no way. There's just no way you could have to prove it. You had to prove it. You had to prove it. This is a good quote. While it's unclear if swimming faster and further, while under the influences harm these fish, experts say it's probably not great.
Starting point is 00:33:33 Speaking of things under the sea, red lobster brings back endless shrimp for a limited time starting April 20th. Luke Metro says this is an EA cause area, hostile takeover of red lobster. Make it vegan. Make it vegan. No, they got to make a play to make it come back. And this seems like something that customers were clamoring for. So have you ever been to a red lobster? Nope.
Starting point is 00:34:01 I don't think I've ever been to a red lobster. I've done the Outback Steakhouse. There are things in life that I don't think I will ever do. No. And Red Lobster, I believe, is one of them. Ben, have you been to Red Lobster? I've been there. Yeah?
Starting point is 00:34:13 What's your... They're big in Minnesota. One to ten. One to ten. It's fine. I think they're all gone, though. One to ten. What are you rating it?
Starting point is 00:34:21 Like a five. Like a five. I think before it was... Perfect. No five. You gotta pick a side. Four. Four.
Starting point is 00:34:28 It's subpar. It's sub five, in fact. We love you. Goodbye. See you tomorrow.

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