TBPN - 2025 Predictions, Clocking Zuck's Wrist, Bullish on the Everything, LA Fires

Episode Date: January 8, 2025

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Welcome to Technology Brothers, the most profitable podcast in the world. Today we are breaking down a bunch of hot takes and predictions for 2025, getting you ready for this year. It's a new year. We had to cover Veil yesterday, but today we're looking forward to the future, and we're starting with a great post from friend of the show, Molly O'Shea. She says, top 25 plus hot takes. There are, in fact, 33, hot takes for 2025.

And this was fun. We participated in this. She asked us for a hot take, and we gave one. one. And she posted the full takes and then she boiled them down. We should start with ours. It's hilarious because ours got boiled down. She clearly ran these through chatypte to give like summaries and you lose a lot of

our humor. Yeah, yeah. But what was ours? What matters is ultimately that we're correct and vindicated. Yes. So what was ours again? Ours was 31. The equestrian market will boom as exited tech founders and NEPO journalists by horses.

Yeah, that's that. And yeah, it's not the only thing. I would say here, it got condensed. It's not just NEPO journalists. There's people like Kara Swisher who make $100,000 an episode. Yes, yes, but I'm just saying she can buy her own horses, right? Now, now, yeah. She doesn't have to go to the trust.

She could buy, you know, pretty world-class stallion, almost every episode. Yeah, there's kind of two dynamics going on in like the liquidity markets right now. It's like the IPO window's open. So there's going to be more liquidity for early stage founders and employees and entrepreneurs who have been working really hard, creating a lot of values. value building real and the M&A market broadly coming back. And then secondarily as another factor, a lot of trust funds are unlocking now for the journalists. And so there's just going to be a flood of cash coming in.

And obviously that's going to drive equestrian. And we'll be participating as well. Yep. Yeah, exactly. So let's go through these. Number one, don't die will become the blueprint for Maha. Okay. So one thing that's interesting too is these predictions were made by individuals, not just

Molly. But we don't actually have the context on who did it. So that allows us to be pretty unconflicting and ruthless. So anyways, don't die will become the blueprint for Maha. I'm going to say a hard no on this. I think don't die gets a bunch of stuff right. But Maha is so much more about getting the basics right. Like let's clean up our water supply. Let's, you know, fix school lunches, you know, these sort of basic things where don't die is this sort of hyper optimization, you know, get your biomarkers checked monthly type thing. And it's kind of like overkill for the average. The average person should exercise daily, eat whole foods, get some good sleep.

You can kind of think about it like, don't die is like bench pressing two plates. Maha is more about benching three plates. Yep. And it even goes further with like Brian Johnson is a vegetarian, doesn't eat meat, Maha, obviously consuming a ton of meat, meat almost every day, multiple, multiple stakes per day. And so there is a decent amount of alignment there. They're both like directionally in the same direction. Do you know that staff?

By the way, it's like 10% of guys consume like 80% of the meat in the United States. Of course. And we know that our listeners are firmly in the 10%. Yeah, I've been on this for weeks tweeting about how if you get a wedding invitation and they ask for, you know, chicken or fish, you should be able to say double meat. Double steak. You should be able to say double steak. Yeah, I want double steak.

That was my, that was my, that was for, for a period of my life, I would live on two. Yeah. I would get, go in Chippole, get two bowls, double rice, double beans, double meat every time. And that was like, that was at least one meal for the day. Yeah, fantastic. Yeah, everyone has, every bro has that story. It's great. I think Sweet Green could really win over, you know, the, our listeners at least.

took away all the salad stuff and just doing meat. By making the regular meat like amount, like the double for like a, you know, cova or whatever. Yeah, yeah. So if you go into sweet green and you get double meat, you're actually getting quadruple. Yeah. Yeah. There needs to be like an arms race in the meat category of all these fast casual slot bowl places.

Just like, you know, all the AI firms are benchmarking. Oh, who's doing best on, you know, MMLU? Yeah. I want to know, okay, which fast casual restaurant is the most pro. protein per dollar. Yeah. I'm pushing it extreme. I want the base case to be 100 grams.

I'm trying to do pound per one gram per pound of body weight. Honestly, but why stop there? Why not go to three pounds per... You know how you were joking? Oh yeah. Three grams per pound. One and a half grams of protein per pound of body weight. Yeah.

For me, that's 400 grams of protein a day. And I was like, damn, to do that, I would need to drink a gallon of milk a day. Go mad, right? You should. You know how much proteins in a gallon of milk? I actually don't. 120 grams. Solid, solid.

We have to drink three gallons of milk. It'd be great. We got to rip through these. We got a lot of, we got a lot of predictions. AI will gain rights, religions, and even sue humans. For 2025, though, that's a little soon. I don't know. Yeah, rights, rights take a while.

But I said this yesterday. I think that, I think that AGI will be achieved when AI agents are striking and forming labor unions. There's been a little bit of that where. People have been like, it's like they behave lazily on certain days. And people think it's because it's been baked into the LLM memory that like Friday is like a chill day. Yeah, yeah, yeah. And so it acts like an employee on Friday.

And you have to say like work like it's a Monday. It's a Monday, yeah. There will be a Twitter files for government. That's interesting. I think Torrenberg said that. If we went too deep here, we might get. I've never been happy with the declassifications that have gone on. There's been so many times where it's like, oh,

this person's going to blow it wide open even the Twitter files I didn't think were that crazy yeah it was like oh really like they they blocked some accounts like we knew that when it happened I don't know the new the new X files is they were um you just can't post about the the guy that adrian dipman or whatever yeah oh yeah yeah it's the article it just says like error yeah isn't that because it doxes him and he's anon and so elon's been against doxing and so I think that that's actually kind of consistent sure but like It is, it is, the information's already out there. Yeah, it is culturally important.

Corporations will pay for emotional harvesting to train AI. I don't get it. Luigi Mangione and Sam Bankman Freed will launch a blockchain health care protocol from prison. Silly. Silly. I don't think that they're aligned in any way and it's just a wildly different. Like, SBF still maintains that, like, he, like, you know, fucked up on accounting and Luigi, like, murdered something. I don't think they're as aligned as people think.

Privacy will become a luxury with offline life becoming a status symbol. Wrong. Obviously, you want to be extremely aligned. Yeah, I mean, the second part is true, but that's also been true forever. But the classic thing, if you're making, if you're VC making predictions, just say what was true for the last year. Sure. And you sound like. Also, it sounds like people who just are bad posters are like, actually privacy is a luxury.

Yeah. I don't want a thousand like. on my bang. Yeah, yeah. I prefer having a locked account with five ways. Carried no interest or friend. He got it, he had a banger about wearing a nice jacket, got over a thousand likes, and then he deleted it for some reason.

He made some posts about, oh, I never wanted to have an account that was like, you know, it's like you can't handle the heat. Hey, stay out of the kitchen. Your menswear account. Sit down. Stop posting about buying out companies and buying rare mines and building stuff. Start posting about acquiring rare jackets. Exactly.

Um, there's a huge market for the, the conservative menswear guy. Because the, the current menswear guy, Derek is like, he only targets Republicans and he's just clearly very left wing. He's like, more than like, actually. Yeah, yeah. It's a political project, LARPing is a, but no one's done it on the other side. Yeah. Yeah. Yeah.

Here's Bill Clinton and it doesn't match. I feel like people make fun of like Federman or whatever for wearing his basketball shorts. A little bit. But there's no one who's like, that's their stick. Yeah. Right. Uh, right. Uh, yeah.

Seven, fertility rates will drop globally prompting governments to fund reproduction startups. So at the rate that we're having children, I think we're going to be able to keep rates up. I don't buy the government's funding reproduction startups. Drop the startups. There are other ways for governments to fund reproduction. Yeah. And it's just like increased child. It's just the child tax credit.

Like the tax credit's crazy. You don't want the government funding startups. We learn this from Cilindra. Like they fuck it up. I don't remember what the actual. tax credit is that you get for hiring like staff to help raise your kids but it's something like we spend 15 times that credit amount on child care every year like it just bringing up that makes a lot of sense yeah and would be a you know it would be cool if there was like a maha style movement for for pro natalism

fertility in America like what laws would be changed there's a big one about car seats yeah because the car seats are so bulky now and they're so big and they're required like super late like you can have like a seven year old who's like a hundred pounds and you're like still in the car seat yeah yeah yeah so it requires families have bigger cars station wagon anymore so you can't even get a station wagon so they don't make them anymore so you have to buy the three row SUV that's obviously more expensive every SUV is like 10k more than a car and so yeah and you talk to any parent it's like yeah like we wore seat belts but we sat in the back seat and there were four of us and we just like you know buckled up and

It was fine. AI agents will disrupt traditional search and internet business models applying real pressure to Google's dominance. Interesting. This is funny because I don't know who made this prediction, but if you were going to talk about this later, Fred over at USV says Apple and Google will leverage their existing market power to surpass OpenAI, chat GPT, and consumer AI prompts by the end of 2025. It's a classic. So I feel like the real risk here is that Apple just builds in. I think it's Apple. I think Google is the one.

No, I know, but eventually Apple will say, hey, this $20 billion a year from Google's nice, but we could just create a better... I disagree with that. You think they're just going to keep it going? I disagree with that because that $20 billion is 100% margin. They don't have to do anything. And they know that like anytime they need to manage a new business line,

there's risk and it could go wrong and stuff. And Google's just the best. And so... And AirPods, which are like the biggest hit ever... But this is the classic, like, is AI a disruptive technology or sustaining technology, sustaining innovation, disruptive innovation. Yeah.

And yeah, I mean, there's a polymarket now for who will have the best model by the end of Q1 or Q2 or something, and Google is actually in the lead, which is interesting. They certainly have the scale and the data. And so it'll be interesting to track that. Starlink will become the dominant internet and cellular provider, a critical layer for AI data stacks. Interesting. I don't know about dominant internet or cellular provider. That's like, that's super fast roll out.

I'd love to hear why this is directly relevant to AI data stacks. I don't understand that part of you. But sounds cool. Yeah. I mean, super pro Starlink. I do think that every founder, CEO, should buy a Starlink and have it because you cannot afford to not have good whenever you're traveling. Like, you're going to be in some weird place. The internet's not going to be good.

You're going to miss calls. And the cost is so low that you can't afford not to have it. And you can expense it. The S&P 500 will end below. 6,000 down or flat on the year. Huh, bearish. I completely disagree. I think things are going to rip, but we'll see.

Cool. The rise of AI slop will put a premium on handcrafted content, much like this. Filmed in a beautiful studio. Possibly restoring trust in mainstream media. I actually think that's an interesting point. So the rise of AI slop will put a premium on artisanal content, possibly restoring trust in mainstream media. And it's funny because mainstream media, despite everything that they've done,

still is the most trustworthy place to get news. If you just go for the facts, like the fact checking at the New Yorker or the Wall Street Journal. It wasn't until we launched the truth zone that we became the most trusted news source in the world. And I also think it was very important that we launched this podcast when we did

because like people joke, oh, it's AI generator or whatever. But like clearly we're not actually generating three hours of above SORA level video per day. Like just the cost, even if we, even if SOR was good enough, which is not, there would be, they would destroy our profitability. It would be so expensive and it would be impossible. And so like anyone who knows the technology knows that this podcast is real. And so this is the last moment where we can prove that this is real.

And then we can carry that forward forever. Yeah. So even if it's possible to clone us, and the other thing is you will know that we, we didn't do it. And then we stayed forward as long as you trust us that we didn't swap ourselves out in the future. Well, the reason that people can trust. is that we love podcasting so much. We love podcasters high. It's a high that cannot be experienced in any other way.

Yep. And so even when the models get good enough to just fully generate the content, why we would be, we would be not doing our favorite thing in the world, right? We're just podcasting. So we'll never happen. Let's go to 12. AGI is a marketing scam.

It's overhyped and far from realization. We talked about this earlier. Sam Altman runs a company with Bill, not billions, but hundreds of millions of DAUs. Yeah. And so he basically has credit now every once a month to come out and say, you know, in some new dramatic way. AGI is right around the corner.

We basically figured it out so we know how to do it now. So I think it's cool. I mean, it all goes back to the definition. Like when I use, when I use chat GPT for the first time, I was like, this is AGI. Yeah. Like it's artificial for sure. It's very general. You can ask it about anything.

And it's definitely intelligent. Now, is it the smartest thing and the whole smarter than? than every human and can you make it make mistakes yeah of course but like it passes the bar for me for just like being artificial general and intelligent show show chat chpT to somebody in the 90s and they they would and so clearly I think we need to move from like there's the aGI stuff which I think we've achieved and then there's ASI the super intelligence where it's smarter than everyone it's reinforcing itself there's no employees at open ag is just building its own system or whatever but then there's this massive gap in the middle I was kind of trying to

trying to come up with like a phrase for it but like I liked AEI like artificial economic intelligence and trying to measure it just in terms of profit essentially and say you know right now open AI oh one chat GPT pro subscription Sam said they're losing money on it because people are using it so much but there should be a there should be an evaluation where you go and the prompt is just make money and it goes and finds a job maybe that's just on upwork doing like little tiny tasks but it goes and does that and just makes money. And then what is the total value? And at some point, the value of like these AI systems directly producing cash flow will be

higher than humans. Yeah. What's happened to the market caps of Fiverr and Upwork and these? I mean, I think that those will still be valuable because their aggregation platforms around like the type of task. They are independent of who's doing the task. No, I just, I just mean more. that's true to some degree but I'm just saying

so much of the work being done on those platforms is very low hanging fruit for models. True, true. The question is just like how does the model go and find the job? But it's interesting, fiber is still 30% over the past. Yeah, so I mean, yeah, I like tracking things more quantitatively than these like qualitative, oh, we move the, we move the goalposts. every six months for what AGI is.

It's like, I think, like the TORI test was great because it was binary and it was very clear that we jump past that. And then we need to change, swap the benchmarks to the models getting money. Yeah, yeah, exactly.

A. It's like how much, yeah. How much money are they making? What's your hustle? Exactly. And are they making, are they making 1% as much as humans in terms of total global GDP?

Are they making 50%? At a certain point, there's going to be like, okay, they're doing everything, but there aren't humanoids yet. So they aren't doing like the farming and the plumbing or whatever. but they're doing a lot of the white collar work.

And then there'll be a question about like, also just literally just tracking how big the models are and how much energy is being expended on AI. That's a much more valuable thing to track because everyone's saying, if we scale up another two orders of magnitude, it's AGI, it's ASI, whatever. But the question is just like,

how are we tracking against that? Because if we go through like a Moore's Law flatline for a couple of years, like we're going to feel that one way or another. Yeah. And so just track the energy is going in. Clearly intelligence is a, spectrum. We're already on that. Yep. We're already on it. And yet it's still beneficial for people

that are having to raise billions of dollars to constantly say, we're on the precipice of this great moment. You need to get in before AGI is achieved. So I wouldn't call it like a marketing scam, but it's certainly a buzzword. Yeah. Right. In the sense that like the cloud was a buzzword, but it wasn't a scam. Yeah. Right. What's the next one? Climate startups will rebrand as energy dependent, energy independence to appeal to conservatives. Huh. Yeah, that makes sense. If you're doing solar or wind or nuclear, like Isaiah Taylor's going down to Maralago in a few days to do a conference on nuclear and a lot of the nuclear companies that, I know a lot of these founders, they don't care about politics at all really. Yeah. That's just about, and energy itself

doesn't really care about politics either. No, of course not. Except when there's subsidies involved. Yeah. But in general, energy is energy. Yeah. We need a lot of it. Yeah. We should make more of it. And I don't think it should be. Yeah, I talk to a guy who is consulting for like the oil and gas industry. If you take your climate tech company rebrand around energy independence, you might be able to get some cash from Donald Trump Jr. There you go. 1789 capital.

He's big into the anti. Let's go 14 AI wearables will flop, but meta will dominate AI hardware. Those seem at odds. What is an AI wearable if not a headset? If not AI hardware. Yeah, I think Lindyman said something recently where he was like, we need to get the phone built into glasses because the aesthetics of a bunch of people at a cafe sitting around with your neck cranked over just, you know, using your device are terrible. So I don't, I think AI wearables will flop.

And I also, I just, I think it's, I think it's too early to say that. I think you have smart people like Avi who are who have so much. Oh, AI. I was thinking VR wearables. Yeah, yeah, yeah. Yeah, yeah. This is like friend.com.

Yeah. Well, a lot of them have already kind of flop. Yeah, yeah. There was that, there's the humane pin that was really rough. And then what was that other one that was a little. Rabbit. Rabbit.

Rabbit. That one seemed cool for kids. So Humane also pivoted. I don't know if you saw this. They basically are making this OS for your devices now. And it seems. I really thought Rabbit should just focus on. a cool device for kids that gets them off the screen.

Go take a picture of a flower. It tells you what the flower is. Or it's basically redesigned it as a radio for parents and their kids. Exactly. We've talked about the Yodo, how that's a really cool device. There's a bunch of things that you can do there. Yeah, I always felt that a lot of the wearable companies

would have done better going for the kids market because kids don't have phones already. Parents want them off devices. So if you give them an audio native device, it makes sense. And so meta will dominate AI hardware. the ray bands are decent. It is cool to be able to wear the glasses and listen to a podcast and then immediately say, hey, meta,

you know, what year was this building made that I'm looking at? Like, that is cool. I like having an LLM just that I can talk to whenever. That's nice. But Apple still has like so many moats there with the AirPods and the watch and the phone. Like, I think that they're, I don't know, dominate is the right word. Let's move on to 15.

The Taste Renaissance will replace content creation with artists. I like that. We think of ourselves as artists. We think of ourselves as capitalists. Capitalists first artists. A good artist is the best artists are highly commercial. Yes. Andy Warhol said that.

But I do, so I think, like, I would just take this in a different direction where I think that it's going to become increasingly hard to compete as part-time content creators when there's any, when there's billions of machines creating AI slop constantly. Yeah. So. Yeah. you look at David Senra. He just focuses on the podcast 24-7 and it's impossible to compete with him.

Independent media will overtake mainstream media number 16. That's the flip side of the other restoring trust in MSM. I agree. I just feel like there's still so much value in the stamps of CNBC said this is true. CNN said this is true. There's always going to be. I guess the question is like if you're, adding up the market cap of News Corp, New York Times, CNN, all these different, everyone that

owns Wall Street Journal and all that, you add up all those market caps, and then you add up how much cash flow is Rogan making, Huberman, and you apply some sort of EBITDA multiple to that. Yeah, this independent media is probably still smaller and it's probably not going to overtake it in 2025. That's an interesting. But do we include Spotify? Do we include YouTube? Because YouTube is definitely bigger than the mainstream media.

you include that in the market. I do think independent media will eclipse mainstream media eventually from a revenue standpoint. I think it already has if you include YouTube. Yeah, yeah. And Spotify. Yeah. But then the question is what, you know, like. But the only thing this, this to me is revenue the right metric. It's kind of a bullshit prediction because it's calling out a bunch of things that have been happening for decade plus. Yeah. Yep. Yep. Yep. So not the most interesting. Number 17, empire building will be valued over get rich quick schemes. A little bit of a shift in the trend there. A big question about the zoomers. But I feel like every, it's always been cool to build empires. Get rich quick schemes have always been appealing. It's also very cool to get rich

quick. Yeah, yeah. Isn't that what you did? Yeah, yeah. I did get rich quick. Yeah. But, and you, I mean, you would describe your business as a scheme in some ways. Every business. business is a scheme. I think so. Yeah. Yeah. It's a conspiracy theory. Every business is a conspiracy. It's just a small group of people trying to get money together. Yep. Now the AIs are trying to figure out how to get money. Exactly. Humans have an edge there for now. For the next year, humans have an edge on getting money. Yeah. Yeah. I mean, if you become a millionaire before 40, I think you got rich pretty quick. So you just don't want to get rich slowly. That's not the way to do it. Yeah. Do not. Do not. 18. AI related litigation and fraud will accelerate. Yeah, we've talked. We've talked. We've

about this. A little bit of interesting, like, game theoretic dynamic where it's like, oh, it's going to be so easy to sue people with AI. There's going to be a million loss. It's like, well, it's also going to be very easy to defend yourself with AI. And so the AIs will battle it out and maybe it'll net out. And there's just like, the courts are going to get even more and more and more backed up. Like there are already, there's already year-long delays and cycles. I mean, the adoption level of some of the tech is insane. I mean, they still don't use cameras. they use a person that draws the stuff.

Yeah, the bull case for AI and the legal industry is it's so good at text. Yeah. And the legal industry is just completely dependent on documents and text. Sure. Sure. And so that adoption could be faster. It's been 100 years since we invented the camera. And they're still doing courtroom sketch artists. And then they also have stenographers that write everything down instead of just

recording it and transcribing it. Yeah, it's crazy. Yeah, rough. A lot of this stuff is just so entrenched in like a bunch of things. of like laws and stuff and then there's jobs and politicians and people don't want to change. It's just rough. Number 19. State governments will increase sales tax audits to address deficits.

What a wonky prediction. Just like, I wish we knew who did this. I mean, it's probably true just because that's true in general with governments are trying to, you know, constantly squeeze. I don't know. I mean, I don't know how big sales tax is in some states, but I know that like if Everyone says like, oh, go to Florida, no income tax, but Alaska actually has the lowest state tax burden of any state because they have, they might even have an income tax. It's very, very low, but then they also have really low fees and really low sales taxes and stuff. So something like Florida or Texas might have no income tax, but they might have higher business taxes or higher licenses or they might make money in different ways. Because you can't run a state with no money. It doesn't make sense. number 20 tech consolidation will accelerate with bundling cycles dominating um yeah i mean uh

i don't know i feel i feel like the how much more consolidated can you get the unbund like it's it's you can't say that tech is just bundling or tech is just unbundling because it's such a ridiculously massive industry at this point it's arguably not even one standalone industry it's it's hundreds of industries combined. So I don't know. I think that we're going to get into this later, but Gokul, Rajaram talks about how really there's going to be this battle between new agentic B2B software and traditional SaaS

and this sort of like dashboard model. And how much of the dance can they do? Like even Salesforce is changing their business model to like performance outcomes instead of seat licensing. Yeah. And so if a company is big and old as Salesforce is leading that, charge and like hey it's okay to change your business model yeah i could see a lot of like the the mid-tier SaaS companies that are charging seats say hey yeah we should do do the switch like if

sales force could do it we could definitely figure 21 and video will peak i don't like this i don't like when people are bearish i mean look at also get a real get a real hobby look at the breakdown in in uh by dyn Patel in semi-analysis of amd i mean it was like a fucking nuclear bomb going off on that company is so rough. Just like their culture is broken. They can't do anything. George Hots has been talking about this for a long time. Like,

like you literally cannot train a model on their chips because it's so buggy. And there's software so bad. And it's like on a performance base, AMD is in some ways better than Nvidia just on like cost per flop. But like you just cannot actually run the training. And so it's like who's their competition? Who's going to do it? And yeah,

there's a couple startups that are doing custom chips and stuff and there's TPUs. but like everyone just needs Nvidia, so they're just going to keep buying it for a long time. And I don't know, my, my, my shoe shine boy has not, has not told me to buy Nvidia yet. So that's the top signal usually, the taxi driver. What's that phrase from the Great Depression?

It was like, I think it was shoe shine boy or something. Yeah, yeah. It was like when your butler's telling you, giving you the stock tip, then you know it's down. Yeah, yeah. Sell everything. The IPO market will see 12 plus high quality debuts. Let's go.

We love to see the window open. Yeah, brain health will be prioritized with the creation of aura for the brain. Yeah, there are some pretty cool people working on brain stuff. Obviously, Neurrelink's like the big one, but that's more for a perplegic group now. What's that dreaming? The dreaming? There's a dreaming one. And then the former Neurrelink guy has left and started a new company. And then also Fred Ersom started one with Jeremy Berenholz, who was at Noreplink.

And I think that's non-invasive. And all the, I mean, just seeing what's possible with NeurLink opens up. so many new like opportunities. I mean, imagine a device that gave you podcasters high throughout the entire day. Everybody would put it on it. You could just sit in a tank of fluid and live in the matrix. It would be great. AI innovation will shift from scaling compute to algorithmic advancements.

Yep, that makes sense. That's kind of happening. We're seeing that with like the 0103 models. Like there's clearly so much laying. Yeah, but at the same, at the same time, Microsoft is saying we're going to spend $80 billion on new data centers. Yes, but it's unclear. that's inference or training. I don't think that they specified that.

That's, yeah, it's clearly both. Yeah, I think it's clearly both. But they're clearly scaling. They're clearly planning on scale. I think everyone is scaling, like everyone is, everyone is thinking about what's the next order, magnitude, larger, pre-training run or whatever. And there's a bit of a data wall,

but they'll figure that out. And once they get all that together, there should be another level of value just from getting a GPT5 model under the hood of something that's already been reinforcement learned to death like the 0103 models. 25. Real World AI will impact Fortune 500 companies showing up in their financial performance.

That's kind of vague. I mean, certainly. I don't know if this is saying it's good or bad, but I think you see companies like, because everyone needs to call McKinsey and get something. Yeah, and you see companies like Klarna. Clorna is the CEO has been very smart on getting out, just saying we haven't hired anybody in a year type of thing. I don't know if that's true.

He should take it further. He should be like, I don't even go to work anymore. Yeah, yeah, yeah. I am not actually doing this interview right now. Yeah. This is, I'm fully generated. I'm retired. Yeah.

I'm post-economic, post-AGI in my, you know, what is it? Fully automated luxury communist era. Yeah. I love that. Data Center sending will shift significantly towards inference. That's what we were talking about with Microsoft. We don't know. We'll see.

Tier 1 GPs from firms like Sequoia will leave to start their own funds. Maybe, maybe not. It's unclear. There's a lot of people that made a ton of money in the last run, and they might just retire. Yep. And so I agree with the departures thing. Or you do the smart thing, Sean McGuire, you just take over the fund. Yeah.

Just become the fund. Yes. And then pivot the entire brand towards. being dark maga. Dark MAGA. Yeah. It's great. Big move.

The creation of Doge will bring back civic duty with tech talent competing with government jobs. See, this is my favorite kind of prediction. You just say the thing that's been happening for the last three months. Everybody's like, wow, what an insight. But it's cool. It's cool. It's cool trend. I'm bullish.

It is definitely happening. A lot of tech people are going in and considering government jobs that wouldn't have in the past. But it is rough. I mean, you need to be post-economic because I think like a lot of these jobs are 150. Or there is a thing where when you go into certain positions in the government, you have to sell all of your assets. So the private markets are often, you know, a lot of insider trading happening. If you're sitting, you know, if somebody's sitting on a $10 million position of something they don't actually think is worth nearly that much, and they can go into the government, sell their, you know, bags.

And then, you know, it's a good way to get out. Yeah, AI will accelerate drug development timelines by three to five years. I buy this just on the paperwork side. I mean, honestly, when we were released, when we were dealing with the FDA and submitting PMTAs for these different nicotine pouch products, every single one of these, different color, different application, another 100,000 pages of text. We actually got to a point where I was talking to our software developer about like using a Python API to manipulate Word documents.

Yeah. To see if there's a way to go. and basically do a very advanced, like, find and replace, well, LLMs do that basically perfectly. And so there's a million ways. Just the paperwork side. Just the paperwork side is huge on reducing the cost of this, higher throughput.

And then also, ideally on the FDA side, they're using these tools too to comb through and find obvious errors and act as a first pass. Now, I imagine there's a bunch of laws that tell them they can't do that and it needs to be human and stuff, and it's going to be very difficult. And then there's also all like the actual AI, drug development stuff where it's like, oh, let's pull all the data from modeling and

prediction and stuff. I mean, they solved the protein folding problem with AI. What was interesting about the protein folding thing was that when DeepMind solved that, the biotech stocks didn't move. And so I talked to a buddy of mine who's a biotech investor. And I was like, everyone in tech is freaking out about this. Like they're acting like it's like AGI, like the biggest breakthrough ever. And it is really cool because it was like this fundamentally hard problem and DeepMind solved it.

But why aren't, why isn't it moving the market? And he was like, well, like, it's not actually that big of a, like, protein folding is something that you can, like, yes, it's awesome to be able to just, like, click a button on the computer and get the result. But before that, it was, like, send it off to a machine that costs 50K and a research, like, assistant at a PhD program will do it for you. And it's, and it's annoying and it takes time, but it's not actually the real barrier to, like, innovation in the space. happiness will be seen as the key to health, even over strict wellness routines. It is funny. AI is making, trying to predict the future, so much more interesting. Because five years ago, six years ago, ten years ago, it's like, okay, we're going to have more mobile apps.

Yeah, yeah. And now it's becoming harder and harder and harder because we're getting the sense that AI is going to disrupt so much of our lives and the way that we work and how our government. work and all these things. Yep. It actually makes these, you know, predictions quite a bit harder, but definitely more interesting. Software development will become as easy as creating YouTube videos thanks to AI coding assistance. Wait, we missed, do we miss 30? Happiness will be seen.

No, I just said that. Okay, so I have got to disagree with this. Okay. Business performance is the key to health, even more so than strict wellness routines. That's where I'd push back. I love it. because if you have business performance, you'll be happy.

But if you don't have business performance, how could you possibly actually be happy? So software development becomes as easy as creating YouTube videos, thanks to AI coding assistance. That's true and happening with Cursor and Devin. We're seeing this. I mean, even like the software developers. People in the community are just building tools now

for us that previously would be like a 10K contract on that. Upwork or something. And they're just doing it in like an hour for free time for fun. And it's great. Like we have these ideas and like they can just be instantiated so quick.

Yeah. It's amazing. And I do think it will be very cool. Or this guy, you know, Trevor from Bradd. Oh, no. He, uh, so Trevor. Why am I? I don't know.

I'm blanking on his last name. But he, he just posted today that he, I tried to put it in the stack that he just like made a SaaS tool for artists that are managing their like tours basically and it's becoming it's so much easier it's now in the same way that 10 years ago was like oh I want a website and you just like make a website becoming like oh I want this app you just make it I got to get back into some sort of development stack and like get the tooling ready like the hardest part is for me is not actually like I'm pretty good at like writing the actual code what sucks is like setting up the environment and figuring out

to deploy it making sure it stays up and if there's a cron job it needs to run every hour and stuff all these different like dev ops stuff I always get hung up on. Back in like the Heroku era, it was pretty good. And I've seen like rep with like a bunch of these different tools. But I like, I want it. I want to be able to just like get with this. But I always need like a couple days of dedicated time. And I can just never find the time.

And the last one, Molly O'Shea will become the next Joe Rogan. Do it, Molly. Do it. But you got a podcast a lot more and you got a podcast for a lot longer. Yeah. one hour. Rogan built his business on the three-hour podcast. Yep.

And he started with people that were comedians. You go back and you look at the very first Rogan episodes and they're literally everyone's famous. It was insane what a tastemaker that guy was. It was like Bill Burr. Oh, they weren't necessarily were they not famous at that time? Yeah. I mean, they were like okay comedians back then because it was 20 years ago or something.

But it's literally every single person from the first like season or first year of Rogan has been on Rogan the last year. Yeah. Because he picked everyone correctly. And that's what you should ask when you're doing an interview show is, do I really think that the person I'm doing this interview with, I will have them on in 20 years because I'm that confident that they'll be successful. Joe Rogan should have been a head fund manager, a venture capitalist.

Okay, great. Let's move on to Romine, Seth. Rameen. Met this guy in New York with Pomp. Great dude. He also hosts a very cool event down in Newport intersection of pro sports. and venture. He did, he did some sort of like, I think he made his money rolling up staffing agencies.

Yeah, yeah, yeah. And he built a staffing agency and I think sold it to private equity. We love private equity. Really, really, really interesting guy. He gives 25 predictions for 2025. Bitcoin hits 200K. Love it. A little bit lower than our price target, which I believe was 25 million.

But we'd love to see 200K. That's a good start. Yeah, one Bitcoin really should get you. out of the Nautilus territory and into the grand complication territory at retail. S&P 500 sees another 15% gain. I agree. AI deflates SaaS. We're still like iffy on that because maybe the SaaS companies pivot, but like in general.

Well, yeah, and the SaaS companies have one thing that upstarts don't, which is distribution, big customer bases. A lot of them can introduce new products. So we'll see. OZempic, GOP-1s will cross 100 billion in annual sales. I don't know what the annual sales are right now, but that sounds right. I was thinking about what is holding people back from being on GLP-1s. There was this kidney risk for a while.

People thought that it gave you thyroid cancer. It shrinks your heart a little bit. Is that true? I've seen. You got to put the tin-foy hot on for that? No, no, no. The studies came out showing that it might shrink your heart a little bit. Well, that could be good because you could be more ruthless.

Yeah, yeah, you don't want to have too big of a heart in this world. If you have to fire a lot of people. Yeah. venture capital reverts to a cottage industry interesting it's interesting i not going to happen i feel like i i feel like i i feel like i we probably agree on this if we were to have a longer conversation i think it's clear that if you want to be an independent GP you got to be really fucking good yeah but it's also never been more commercialized it's also yeah it's also like a definition issue because well like if i think about venture capital in the sense of like a person

with a $50 million fund who's going to write $51 million seed checks, lead them and really be the first money in at these very early stage companies, that feels like venture capital, that feels like a cottage industry. You can go and raise a $50 billion fund and say, I'm only talking to companies that have a market cap that's higher than $10 billion. And I'm just going to do SpaceX, Secondary, Stripe Secondary, Antirole secondary. And that can also be venture capital. When it's like clearly a different thing, you're like, you're just, you're just, just like, I mean, we saw it in the dot com. It's private market investing.

Yeah, it's private market investing. And during the dot com boom, like these companies were like overvalued. And it was like, they IPO to $500 million. It's like, that's a series A now. Yeah. Valuation dispersion widens. Okay. Seems reasonable.

I mean, there's still a washout from the post-ZERP era. Seven. US IPO market reopens. M&A accelerates. We talked about this. A new top-tier college is born. how would that happen? Would that just be like an escalation of...

That'd be like a new UT University of Austin. Oh, oh, you think he's like... He's talking about a brand new one or just like it all of a sudden... Born to me says. Because it's possible it's like all of a sudden like Cal has a couple of good years and it's like Cal's in the ivies now. Yeah. I mean, Stanford certainly did that where Stanford's like, you know, above Brown, clearly.

And it's like MIT, Harvard, Yale, Stanford. basically. And a lot of the Ives have kind of fallen off. An AI teacher teaches millions of students at zero cost. I don't know how concentrated the AI teaching will be. Because I mean, yes, you could say like chat GPT will teach a million people for sure. That's already happening. But then you could also say that there's going to be like someone that uses AI to create

a YouTube channel that's like introduction to economics and that gets a million views. But then there's going to be someone else that does it for physics and someone else that does it for chemistry. And it's like, is that all one AI? There's going to be a constant question about like what constitutes a single instance of an AI. Yeah. But I do agree AI. It will be incredible. I mean, it's teaching me so much.

It's a great teacher. It's a great teacher. I'm constantly looking stuff up. India has a blockbuster startup IPO. Don't care. Outcome-based software pricing models. Just because it's international. Outcome-based software pricing models go mainstream.

We talked about this with the sales force. With Salesforce. Independent media overtakes legacy models. media. This is the exact same phrasing as the other one. We're doing it here. We're doing it here, folks. Private credit bubble pops. We will LBO Bloomberg. Uh, private credit bubble pops. Hopefully not know that much about private credit honestly. Hopefully not. I'd hate to see bubbles pop. Yeah, mag seven continues to outperform the rest of the market. True. Longevity products go mainstream. Brian Johnson's kind of doing that. Um,

SMB MNA arbitrage goes away. True. You're Harvard drag. It's going to be hard to start a plumbing company. Yeah, we're going to look back and laugh that it became high status, making the search fund, repackaging, S&B ownership. And S&Bs are awesome in so many ways, but there's a lot of them that are better built from the ground up than buying a company with 700K and earning. digital detoxes go mainstream hopefully not in this podcast

devastating to the show if we did a digital detox I mean hopefully the iPad thing the iPad kid thing yeah it was more mainstream I definitely it's there's a very firm divide among moms and parents from what I'm seeing between

the iPad the pro iPad and because when when anti-Ipad moms see a kid on glued to an iPad. They literally look at it like the kid is just smoking heaters. Like that is the reaction of the mom. They're just like,

I cannot believe that this kid is just glued to the slot machine, basically, just going. That's funny. Inflation moderates to sub 2.5%. I think that's right. Waymo becomes a clear market leader for self-driving. Probably already true. Depends on how you define market leader for self-driving.

There's a lot of Tesla's on the road. total value of Tesla's. Yeah, but our Tesla is really self-driving. Level three versus level four or whatever. Yeah. It's like all these levels and stuff. I don't know. I mean, yeah, with crews out of the game,

who else is even trying in full self-driving? Greg. Who? Holtz. George Hots. George, sorry. George Hots is an aftermarket kit. He is firmly in the level two camp.

He is, wants to be. he thinks Tesla will still win, they will be the iPhone, he will be the Android. And he thinks Waymo will go away because of the cost structure and the design and stuff like that. But I don't know, I'm a little bit more bullish than him on Waymo. It seems to be working really well. And when I was in one, it was a great experience. It wasn't slow.

Yeah. And it seems good. Patience reemerges as a virtue. That's funny. Hubris decreases, humility increases. You know, I don't know about. hubris like I've been thinking about getting into it yeah because I just think I'm built different and maybe maybe it doesn't work for other people but maybe for me I think it I think it it

it wears nicely on you yeah I think I could pull it off it's got a when you do it it's just awesome yeah when other people not yeah not so much but other podcasters other people struggled with it but I think I could pull it off yeah and hubris is just one of those things you got to you got to indulge in it and see if it's right for you. Yeah, exactly. Not everybody looks, I mean, I was just to say not everybody looks good in a suit. Not true. Everybody looks better in a suit, but you get what I'm getting at. Let's go to 22. Logic and Reason return to all walks of life, business and politics. That's hilarious. That's a good, that's a good. It feels like the opposite of what's happening. It feels like crazier than ever. I'm full on.

No, but in some, but in some ways like the Zuck announcement today. True, true. saying, hey, free speech is important. It's also content moderation is also important. We're going to try to throw the needle here better. That just seems like logic and reason. Standards increase. Standards have been going up dramatically.

The innovation train continues to roll. Love it. Anyways, good list. Let's go to Fred Wilson with his what will happen in 2025. He's been doing these for a while. We should honestly go back. Yeah, we should. And look at some of the, deep dive for sure.

I've done a lot of these January 1st look forward posts in the 20 years I've been blogging, used many different approaches. Here are some of his predictions. Apple and Google will leverage their existing market power to surpass OpenAI chat GPT and consumer AI prompts by the end of 2025. What's interesting is... I mean, so they arguably, Google already has because I'm now getting so much AI summaries. And I don't know about Apple because, I mean, have you tried the new Apple intelligence?

I mean, you sent me a summary. I mean, the summaries are funny and they're okay. They're not super useful. But like just actually opening up Siri, like I want to be able to just treat it like chat GPT. Like, like, hey, Siri, give me a summary of, you know, of Fred Wilson's predictions over the last 20 years. And I should just get chat GPT.

But with this, it's like you have to link your account and then tell it like, hey, go to chat GPT. Don't stick around on the local phone. I want you to go to the actual big. model and it's like it's iffy. They'll figure it out but it's like it is tricky. And I still think chat.com and chat gpt is still just like mentally a place where people go. And I think underrated is like I see I think if you look at some of the new product developments that Open AI is working on, it's a lot of like creating like a notebook almost where

it's more collaborative and you can edit and develop a document. And that's I see it as a new workspace like a spreadsheet. And I'm like, okay, I'm going to go do some work with an LLM and I want to and I need a new browser tab for that. Yeah. And Google doesn't have that yet. Like they have Gemini Studio and a million different like beta products. Yeah. They have the Google search results which are like kind of helpful if you're just searching. You don't want to see a million sponsored posts and links and stuff. But I'm never going to Google with like I'm going to work on collaboratively and really understand this topic in depth. And yeah,

because if I'm if I'm researching cars or something I'm going to want to follow up and ask a bunch of different questions, okay, give me the full history of first. Ferrari, now compare it to Lamborghini, now create a table, now export all that, now give me the highest rank it, resort it, all this stuff. That's something that I want to do in its own environment, its own UI, and they don't have that. Waymo will surpass Uber in rides taken in San Francisco in Los Angeles by the end of 2025. Certainly seems like that's happening in San Francisco, and I can see it happening in L.A. I don't know about L.A. just based on they would have to drop 10 times more.

I mean, depends on what. a lot more cars. I bet you could figure out how many they're planning to deliver. Are we talking city or county, Fred? You've got to be more precise because there's wildly different geographic areas between Los Angeles City and Los Angeles County. But if they're just in downtown, absolutely. No problem.

Direct bank-to-bank payments will surpass credit card interchange payments in a few categories in the U.S. in 2025. I have no idea how they're tracking right now. It could have been, either one of those could be 10x the other, and I wouldn't know. But cool. The real prediction is will the technology brothers use stable coins to purchase a Gt3RS by the end of 2025? We'll definitely be using that Bitcoin leverage.

Yeah, yeah, lava, where we can pull the debt out of the Bitcoin. Yeah, yeah, yeah. I want a G2RS secured by my Bitcoin for sure. A decentralized clinical trial attracts millions of participants and produces a favorable outcome in Trump's FDA, not only approves the drug, but celebrates the approach. Seems like an aggressive timeline. Short timeline. Yep.

Yeah, that seems somewhat reasonable. But what's weird is that it's like, how do you do a decentralized clinical trial that also requires testing a drug? Because like, so let's say I'm a drug developer and I'm like, okay, what's a very basic thing that like, okay, everyone's having trouble sleeping. So I'm going to make melatonin 2.0, right? Yeah. And I formulate it. my kitchen. I'm like, I got something that I think is good, but we don't know if it's safe or effective. And so we're going to do decentralized trial. You're listening to the podcast. Go to

melatonin2.0.com to like test it out and we'll send it to you. Okay, you're immediately violating FDA rules, so they need to change those. I could see a decentralized clinical trial happening where it's like everyone is sharing their sleep data and then something, a recommendation comes out of that. I think it has to be data oriented. I could see Maha pulling something in where it's like, We want to know everyone in America now is the opportunity to share their seed oil consumption and their body fat percentage. And we're going to run some massive correlative study on this. Like that could be interesting.

But just alone like drug development. I just think a year is too short. A housekeeper robot named Judy is launched by Dyson and it becomes a massive success selling millions of units. Huh. Again, timeline issue here. Are they planning to do this? I looked it up and I didn't see anything from Dyson.

Yeah. I think Judy is some reference to a robot in some movie at some point. I just wonder like, okay, so Dyson doesn't have a Roomba, right? Yeah. And would be, but count as a housekeeping robot? Yeah. I don't know. Dyson's such a cool company.

It is. Yeah. You got to go listen to founders. I don't know the exact numbers, but he's posted about it. So you can go find those. NFT art left for dead at the end of 2024 makes a remarkable comeback. and the MoMA purchases the 6529 Museum of Art for an undisclosed sum. I don't know exactly what NFT project that is.

It's not a specific project. It's a collector who's put together a bunch of great NFT works. I mean, I think that art values come from stories. Yeah. You like, wasn't it Van Gogh cut off his ear? Yeah. Like by doing that, he canonized himself. And the art, there's probably another person.

Another era. Cut off your ear, put it on the blockchain. Yeah. Sell it to the MoMA. No, I mean, Da Vinci, like, why is the Mona Lisa so valuable? Like, it's not, it is like this, like, groundbreaking, beautiful portrait, but also, like, there's the whole history of Da Vinci, inventing flying machines and stuff. Like, that gives it more value.

Yeah. And it's the same thing with, like, you know, Andy Warhol and commenting on capitalism and consumerism and stuff. Like, the story is always what drives the value with these things. And so will some NFT project wind up? having a fantastic story. Absolutely. I think Moxie Marlins' selling in Target.

Pudgy Penguins is almost a different thing because it's just a commercial like business. It's almost like a, yeah, it's almost like a brand like Supreme or something where it will have value as a commercial brand. But I think just pure NFT art, which I wouldn't even put Pudgy Penguins in, will have value in the sense of like the- One of my favorite things that we did back in the day at Party Round is we posted on, there was this time that was like everybody,

would post like reply with your wallet address and we'll air drop you something and so we had a bunch of people do that and then we air dropped everyone NFTs that were ads for party round which is great because you send somebody in an NFT and it just sits in their wallet and they actually have to pay to get it out of their wallet so we just air drop I remember we put an ad in like Dylan field's wallet that was like this is an ad for party round and like comic sands yeah see like that has that has a provenance where it's like this stunt there's history around it there's a story like those might actually ironically wind up being worth something. Yeah.

The NFT that I think has almost the most value is Moxie Marlins spikes as you so. So he was very bearish on NFTs. And what he did was he said, you know, everyone's saying these are decentralized, but I created, he created an NFT that when it's viewed on OpenC, it shows you one thing. When it's viewed in an Ethereum wallet, it shows you a different thing. Phantom wallet shows you a different one. And one of them was just like a, it showed a rendered up.

poop emoji, the other one rendered some joke. And that's funny. Yeah. And he wrote this real blog post, like, taking down and, like, really analyzing what was wrong with NFTs and where people were getting over their skis. And I was like, that NFT, it's only, it's a one of one.

And it's by, Moxie Marlins Mike, the founder of Signal, like a world historic figure in terms of like cybersecurity. It's like, and he's not an artist, but he's the only one he's made. And it's like super interesting.

I tried to buy it off of him, but he was like, how much will you pay me? And I was like, I don't actually know. I haven't thought about what it's worth, but I should go and buy it from him. Let's keep going. An AI doctor with the personality of Mr. Rogers

will treat millions of patients at zero cost in 2025. This is basically just Chad CheapT, and you just prompt it to talk like Mr. Rogers, and then boom. I actually do wonder, I wonder how many queries on chat GPT are already like medical diagnoses type things. Probably a lot.

I just wonder, like, this makes it sound like it's someone fine-tuning it, and when you go there, you always get Mr. Rogers. And I don't know if that's the winning world. What's up? Breaking news. Whoa. There's a fire going on in the palisades. In the palisades right now.

Yeah. This is my brother-in-law sending a picture from Century City. Okay. So you can see the flames just ripping. Not good. Crazy. All right, back to the podcast. Bitcoin mining operation.

will pair with a wind farm in Newfoundland and grid scale battery storage to power an AI data center showcasing a new model for sustainable infrastructure. A lot of buzzwords. This is already happening. This is Crusoe. This is Crusoe cloud. They were a Bitcoin mining operation. They had paker plants on natural gas extraction,

but they also use wind and all sorts of stuff. They use grid scale battery storage and they power AI data centers now. So yeah, bullish on Crusoe, I guess. Arizona's ESA program attracts over 25% of K-12 students in the state, leading to a number of local school closures. I don't know enough about the ESA program to comment on us. Is that home schooling? I assume it's something like that. Yeah. But always bullish on new models of education.

10, an AI produces an animated feature film that is nominated for an Oscar, not going to happen in 2025, but probably soon. I wouldn't be surprised if there's an Oscar nominated. film that uses an AI generated image or sequence. I don't know about the whole film and certainly not one shot. If Hollywood is not creating their own like proprietary tools. Yep. To generate content. They're fucked.

It is the best example of AI being used in Hollywood right now. There's a few. One was in the Marvel end game Avengers movie with Thanos, they have to animate his mouth and his skin. And when they... Did he not chew enough massaccom or something? Yeah, when they put the dots on his face and then they do the facial capture

to get the motion, but it's not high resolution enough. And they use an AI model to upscale the motion capture data essentially. And then I saw another version where a film that was produced in maybe Polish or German was translated into English and they used AI to replace the mouth movements. Interesting.

But they also use CGI. So a lot of this AI stuff is going deeper into the CGI pipelines. And so right now, if you're, whenever you see those behind the scenes and it's like some, some soldier fighting on a green screen, it's like that's not always just one click the button and the green screen goes away. A lot of times it's like, well, there's wires and stuff. So they still send it out usually to abroad. And they have a bunch of people literally do. drawing around the edges of every single frame and they just have hundreds of people doing it called rotoscoping and then there might be an AI tool that also is integrated in there and so you know a lot of

it's like what's the definition I disagree with the idea that there'll be a one shot AI like make me a movie Oscar no way but if there's someone who has a great vision and they need a couple frames of like B-roll and stuff and they fill in the story yeah I think in 2025 the one-shot the one-shot videos are pretentious. They're going to fight back against this and they're not going to give it just because of the statement it makes. Yeah, yeah. An air taxi service launches in New York City offering an alternative to the L-Train commute. Ooh, I would love that.

Are we talking helicopters or are we talking flying cars? What about the VTAL? B-Tol, you know, there's Archer, the figure founders, last company will someday do a commercial flight. None of those are at scale in terms of manufacturing yet. and I don't think many of them are FAA approved in any meaningful way. So I think what I like about what Fred does with these is he just putting out what he wants to happen. He doesn't really care if it happens now or in 10 years. He just wants it to happen.

No, no, no. These are just like, it's almost like a request for starters. Yeah, it's great. TikTok turns out of video into meme coins that can be traded on decentralized exchanges all over the world. That's funny. I wonder like that feels like useless if it's just collector items. but may be valuable if you're able to instantly sell the revenue from a video. The problem is that TikTok doesn't have really long half-lifes.

You get a million views and then you're done and maybe the creator pay out that week is a lot. It's kind of interesting to think, okay, I'm watching this video at sub 10,000 views. Can I buy a piece of it? Yeah. Maybe it trades more. But some of my videos get millions of views every month forever. Like I put one out that's on the history of Donald Trump. It has three million views now.

That video alone probably generates over $1,000 a month. Yeah. And so I could, in theory, sell that off and then share that whoever buys it gets that revenue stream. Yeah. And there are services that do that. It was called, there was something that was really hot in the YouTube space and a bunch of YouTubers like sold their back catalogs and then like that. Oh, yeah.

Yeah. It wasn't. I do think that, um, didn't Mr. Beast do that. Yep. To help fund some of these bigger videos. Which is great. And there's a long history of this with like the Beatles selling the back catalog, Michael Jackson.

Yeah, big artists have been doing this forever. And there were a lot of people that made a ton of money doing that because they bought low. They bought the right asset and it went really big. And then there's obviously like the famous Taylor Swift argument about how she sold it and then buyers, sellers remorse. Very interesting. And number 13, the USV librarian goes rogue, gets access to USB's crypto wallet and starts making seed investments, one of which turns into a fund returner.

He's just manifesting at this point. Love it. So I guess the librarian is like an AI that they trained on something else. Should we go to Nikiel Basu, Trevedi, who writes the next big thing in 2025 will be. I've always, I've always, Nikiel's got a very dialed format. Yeah, these are great because he runs a blog, but for his predictions, he asks a ton of people to, to give their predictions. Then he just aggregates them.

And he gets some really top people. I mean, general partner at Benchmark, 4.5. Dara from Delphi. Partner at Timitre. Oh, he's in here. That's great. Jess Lee at Sequoia, lots of good people. So we should just kind of skip through these pick, like maybe the best one from each category.

Let's go with AI agents. And I want to hear what Claude has to say. That's funny. He asked Claude 3.5 Sonnet. And Claude says the next big thing in 2025 will be the widespread adoption of AI. agents that can autonomously handle complex multi-step tasks from scheduling your entire vacation to managing your small business operations while being fully aligned with individual users' preferences and values.

This shift will mark the beginning of truly personalized AI assistance that goes far beyond today's basic chatbots and virtual assistants. I mean, it's certainly happening in niche categories right now with, like, dedicated startups that do things from end to end. And I would love to see more of this because we have plenty of multi-touches. step tasks that can be prompted. I mean, we saw Dwar Cash talking about just doing the transcripts from his, like, messy podcast transcripts with lots of ums and us, and he has a master prompt, but it's really just one shoting

it. It's one, it's one prompt. It's much better if he could just have an AI agent sitting there and says, hey, as soon as this RSS feed gets updated, step one, download the, download the MP3. Step two, send it over to Whisper, get it transcribed. Step three, run the transcript. Step four, upload the better transcript. Do that for me too.

Don't just give me the text. I want it live and I want it just sitting there. There was a fan of the show who wrote in and said, I'll do your title ideas and send in some chapters. We get a lot of people asking for chapters on YouTube, and that's a great thing that AI should do. Eventually, YouTube will do it automatically. They have some automatic chapters functionality,

but we'd love more fine-tuned control over it. So an AI agent would be fantastic there. AI interfaces. Let's go to Altimeter. Jameen Ball says, I'm on the second page here. And on AI interfaces, Jameen Ball says the next big thing in 2025 will be a Cambrian explosion of voice AI applications,

latency on inference, latency on networking, and more advanced turn detection background noise detection will lead to truly human-like experiences with software. See, this is, just to make it relevant to some stuff we talked about before, this is the bull case for friend, is that if the underlying technology gets dramatically better, and then you have this device that's with you 24-7, it could turn into the craziest relationship you've ever had, right?

Yeah. Yeah, it's also interesting, like, what are you looking for in a relationship? Like, if it's capable of being, like, a friend, then, you know, it's also, you know, capable of just being like an assistant. Yeah. Just bouncing ideas off of you, secretary. Nothing will ever replace a world-class secretary. Let's talk through Eric Newcomer.

He on AI applications, he says, the next big thing in 2025 will be in the world of artificial intelligence where it's going to be cool to be a GPT wrapper again. Consumers and businesses both need help figuring out how best to use already very powerful language models. So we're going to see a bunch of applications crop up. that help people get the most out of these models. Startups will build sales motions, integrations, customer know-how, et cetera,

and won't need some huge technological moat to justify their existence. Of course, no one will want to call their company a wrapper, think more GPT refiner. These companies will get data particular to their use case, do some human reinforcement learning, and deliver an easy-to-use product that leads the horse to water instead of intimidating empty-texts.

Yeah, you're basically building the interface for the model. Yep. That makes sense. AI generated content. Let's go to Demir at Index. He says the next big thing will be video generation models. Video is the ultimate form of creative expression

and how we produce it will fundamentally be transformed as a result of next generation models. Yep, I agree. Have you played with SORA yet? I think I have access to because I'm GPT Pro, but I haven't actually done it. I think it should be useful

for our editors to pull B-roll and stuff. Just make the most unhinged slop B-roll. Some of the slop B-rolls, the question is like, when is it helpful to illustrate something? And usually, I feel like you want a very specific shot. But it can be helpful in storytelling. I'm ready for somebody to make the, somebody just needs to fully lean in. I don't endorse this, but it would be funny. The ayahuasca visualization engine with SORA where it just takes you through the gigasloaf, like, mental journey of an ayahuasca.

Yeah. Scott Belski, always sharp. He says the next big thing in 2025 will be top AI talent shifting from working in companies, pioneering the latest and greatest AI to taking leadership roles in the industry that benefit most from AI. I won't go in further. But that's interesting. It's basically, you know, right now the top AI talent is working at AI companies. But then eventually it's like, hey, could you have a bigger impact if you went and work?

at a company like Flexport, right, and like became a leader at the intersection of AI and logistics, right? Oh, let's go to Dara in the not AI category. The next big thing in 2025 will be a counter movement to AI content overload, bringing focus back to human curation and authenticity. Infinite AI generated content is still in its wow and novelty phase, but anytime there's an abundance of an asset, the pendulum swings to the other side, where people appreciate the scarce assets that come with quality,

which in information's case is trust. As trust becomes scarce influence will concentrate among select curators and experts who can use AI to scale their validated perspectives while maintaining credibility. These curators will have unprecedented reach and impact

as they'll be able to maintain personal connections at scale through AI enhanced interactions while preserving the authenticity that made people trust them in the first place. Interesting. Dara, always sharp. Nicole Wishoff.

You've got to know what questions to ask. Yeah. Nicole Wishoff says the next big thing in 2025 will not be AI as the main character. Betts have been made and there are many hot takes on commoditization and models. The physical infrastructure will be the really important conversation. Energy data centers and the Trump admin coming in. More thoughts will go into how we power AI and not the outcomes of AI, which has dominated all in 2024. That's a good thing.

Let's go to Gary Tan. the next big thing in 2025 will be startups of 10 people getting to 10 million ARR in less than 18 months with less than 5 million raised. This is why, I mean, it's hard to imagine any company better position than YC. Yeah. I could, yeah, it's probably one of the greatest business models of all times. Fantastic. Product. So I like this one from Michael.

Lightspeed. Lightspeed. He says, the next big thing in 2025 will be the, return of the product-oriented founder. The magic of AI technology that led to instant PMF for so many companies is starting to wane. What's needed now is exceptional products that solve real problems and the teams that can natively build them.

So, yeah, I think I've seen that, I think we've seen that in the last six months or so where founders that had been building something and maybe exited like Jordan Singer are now getting back in the game, starting from scratch, thinking in a very AI native way. There's another one here on GOP-1s. The next big thing will be a second win. for GLP1 drugs is from Nan Lee at Dimension. Already a blockbuster product in obesity and in diabetes headed toward 50 billion of annual sales. Remember the other prediction we saw there was 100?

Size gone. It's like 2X. This class of medicines will be further bolstered by new research findings. First off, there seems to be no limit to what diseases GLP1 biology is linked to as a label expansion studies continue to create strong signal in everything from sleep apnea, now FDA approved to chronic heart failure. It's funny. I saw that so there's a,

a week ago at the Amman. It's a very nice hotel. Yep. I saw this individual who I spoke to at one point, very large. And I just kept thinking, like, seemingly, like, uncomfortably large. And I was thinking, like, why, like, there's still, it seems like, being overweight will become somewhat of a choice, but some people are still going to just choose to not do. Of course, because you want to physically intimidate your opponents.

Yeah. be a size lord exactly um maybe that's a good prediction wilmanitis puts the weight back on arthur rfor raforock got a mention in here the next big thing in 2025 will be hemp-based THC the u.s market for delta 8 THC and other hemp derived cannabinoids has increased by a whopping 1,200% in just three years growing from 200 million to 2.8 billion uh i think marijuana should be um banned banned uh but uh anyways Delian, I like Arfer. Co-founder at Varda and partnered founders fund says,

The next big thing in 2025 will be regular landings on the moon of equipment to prepare for people shortly thereafter. Love that. I love that. I mean, we should send some full podcast studio up there just to get ready. The first podcast studio on the moon. It's great.

Let's see. What else we got? IPOs. Go Kul Rajaram at Marathon says the next big thing will be tech and IPO markets booming. agree big tech earnings Chad Beyer says the next big thing will be mainstream adoption of agents and large enterprise leading to increased earnings

and quarterly beats resulting in continued stock all-time highs. We love quarterly beats. Among hyperscalers. I love it. Should we close with our own predictions? We asked 24 billionaires for their 2025 tech predictions and here they are.

Mark Andreessen gets hair transplants, artificial intelligence will get better. That's the best prediction possible, artificial intelligence, because it seems like you just can't miss on that one. Exactly. And predictions are all about, it's not about saying cool things, it's about being right. Exactly.

Speaking of being right, Bitcoin hits 25 million per coin. I think we got that one in the bag. Keith Rabeau becomes a mass monster and gets his IFBB pro card. Big. Most of the major cities will be replaced with vast pleasure domes used exclusively by the Excelsiates, who are the Neo upper class, while the displaced hordes of lower class

to depth groblers will live underground in tiered cities endlessly toiling away for nuggets of neoplasmid. Do you know what that's wrong? You got to look at that one day. Venture capitalist formally becomes a slur in the Oxford English Dictionary. I love that.

Databricks IPO prices above $147 a share. You gotta have some Pull the number out of the hat on that one Yeah 50% premium to last price I think Underperformance of European VCs results in mass famine And chaos on the continent Most EU countries backslide into feudalism Love it

As long as it remains a great vacation destination For hardworking Americans Yes Yeah it's like our Disneyland Elizabeth Holmes has a stunning comeback I think that's in the bag Ventureback defense tech companies collectively rack up over 100,

thousand confirmed kills well on our way mark Zuckerberg gets really into lawn care i think the bro arc of zuckerberg is like we're still in early he got into grilling he got into watches cars cars minivans you know steak he got big in a steak yeah he's i think he's gonna go precision rifle series PRS long range long distance custom rifle builds that's that's definitely he needs to buy an f1 team that would be like like why does meta not have like meta yeah yeah racing. That would just be fantastic. Meta has the best advertising network of all time.

He should buy the NFL, the NBA, the W. W.W.E, the UFC, and F1. All of it. Not just a team, the whole thing. It was two GPs at Tier 1 funds will go to jail. I think we know what we're talking about there. Virtual reality will have a major moment. That's exciting.

That's exciting. That's exciting. After years of financial mismanagement, at the All In Podcast will declare bankruptcy and be acquired by private equity. That one is sad. That hurts. We hate to see a good podcast go down. But the numbers are what they lost.

The numbers are what they lost. They lost their top dog. They lost their star. They're absolute dog. And the revenue has just been too low. Yeah. That's the problem. They're not going to be the most profitable podcast without relying on events for revenue.

Yeah. A major investigative journalist will write an expose on humiliation rituals at venture capital firms. We've heard a lot of. about those. Ramp will continue to offer a seamless corporate card experience to the best private and public companies on Earth. Big game hunting replaces skiing as the go-to VC off-site activity. You know, we posted this before the, before all the chaos at Vail.

You know, you're not hearing a lot of chaos on the Serengeti. There aren't a lot of lift lines to go hunt a tiger or a lion. So it seems like an obvious trade. Big game hunting. We're going to do a brother's big game hunting trip at some point. For sure. Another VC will be fired for not being able to hold his liquor. I think we know who we're talking about there.

Yep. But there is the blackout to fund manager pipeline, which still exists. Yep. The new Tesla Roadster will finally ship, and it will have a naturally aspirated V12 and a gated manual. Let's go. I'm excited for that. I'm seriously considering putting a reservation down on the new Roadster. I think it's going to be awesome.

It's a good buy. I think this is the year he's going to deliver it. It's been forever delayed, but now, like, everything's clear. They were stocks at all time highs. He's got all the approvals and stuff. Like he needs a new halo car. Like, it would just be so sick. Yeah.

I think he's letting the cyber truck kind of hype play out. Yeah. It's going to look so good. The cybercon look like a cyber truck hurricane. That'd be awesome. That'd be wild. I hope he, I really hope he takes the cyber truck aesthetics into the roadster.

I don't want the roadster to look like the old roadster at all. That's true. Or the model. If he makes like a very tron-esque. They all look exactly the same. and it looks super boring to me. The Cybersruck, I think, looks sick. So take that, shrink it down.

Yeah, that'd be so good. Yeah. That would honestly be, if it felt more like a Lamborghini than a, like, a futuristic Lamborghini. Yeah, it shouldn't look like an lease. Yeah, that makes me want to, what, what's the actual? I think you put down like 10K or something. Yeah.

But the whole thing is like you could just put money in Tesla stock. YC will fund a company that makes humanoid robots with guns for arms. I like that. YC has been getting more into the military industrial complex. We love to see it. LPs finally start refusing to back GPs that wear shorts

in a business setting. Good to see. Every tech podcast, not releasing daily episodes, will fade into obscurity in the face of relentless competition from the technology brothers. Fact check, true.

That's not even as much of a prediction. It's just a fact. AI agents will cause homelessness in San Francisco to fall to 0%, but their methods will be harshly criticized by the public. Oh, what's going to happen there.

Deadly. Brian Johnson will die in a hail of gunfire during a raid on a top secret government biolab that contains a fountain of youth elixir.

What did we miss? Let us know, DM us if you have predictions and that concludes our deep die on predictions for 2025. We have to die into something.

We got to take a quick. Okay, let's take a quick break. Welcome back to the technology brothers. Still the most profitable podcast in the world. LA is still burning down. We're still podcasting.

We have some breaking news, though. Mark Zuckerberg has announced that Meta will be relaxing the, what do you call it? Censorship, I guess. Censorship. Hey, guys. We're dialing back the censorship and got kind of out of control. The announcement video was so funny because Zuck has the style where he's just like, direct to camera.

He's just like, hey, guys, I just want to give you an update. And normally it's like, you know, we're really excited to announce like creator monetization. But with this one, it was just like, oh my God, it's getting so much more extreme. And it's just like, we're not going to penalize people for, you know, talking about politics anymore. And it's like, okay, that's pretty reasonable. And it's like, we're going to have this community notes feature. And we're going to let that do a lot of the work. So it's community policed.

And, you know, we're not good. Like the automated systems make a lot of mistakes. It's like, oh, that's reasonable. He's like, oh, and by the way, we're moving our trust and safety organization from San Francisco. to Texas. To the great state of Texas. It's like, oh my God, that's like a bomb going off and the cultural change.

Yeah. Wild. But all of that is just a side show to the real, the real reason why we need to talk about this story. And clearly the real reason why he made the video. Yes, 100%. It's because he needed to show off his beautiful $1 million dollar, Grubel-Forci, handmade one watch.

And so we have a post here from deep. He says Zuck was wearing a $1 million watch in his community notes announcement video. Nothing says, I understand the culture shift of the community more than a watch that costs more than most people houses. That's true. I don't know if he's joking, but like that's true. It's like the era, this is authentic. He's not messing around. He's a billionaire.

He should have a million dollar watch. Why not? And it's a cool story. And we're going to take you through what makes this watch so special and why it's actually fine and cool and great. And it's awesome that he's into it. It's a celebration of his success. Yes. Meta success.

Yes. And watchmaking. The numbers he's put up. Not just a billion. 1.5 trillion. Big T. That's how much value that is created. Capital T.

I was trying to run the numbers. Anybody that creates a trillion dollar company should wear at least a million dollar watch as their daily driver, period. Arguably should be. If you adjust just for his wealth, I don't know if you can find a watch, maybe on T-Moo. If you make $100,000, the equivalent watch as, percentage of income is like a five cent watch. Like he spent point zero zero zero one percent where I would actually like to see him

utilizing the real estate on actually both. Both watches. Yeah. And also you got to ice this out. Yeah. He should definitely be icing this out. Flood it with the hamlet with the top tier diamonds. Flood that.

No lab grown diamonds. No, no, no, no. Straight from the earth. Exactly. The most expensive. Farm to table diamonds. It's got to be in the 10, 50, get into 100 million. Make the, what's the watcher?

The hallucination. You got to make that look like a cassia. Yeah, yeah, make it look like a cassia. Okay, so the Gruble 4C handmade one. It's a 43.5 millimeter in white gold. It represents the pinnacle of old world watchmaking techniques in a modern era. Priced well into the hundreds of thousands of dollars, often cited around or above,

800,000. I saw one for sale for 9606,000. Giving it away. Interestingly, there was a news article that said it was $900,000 watch. I found it for 906. Let's put them in the truth zone. I want a community note. Community note. I want a community note on it.

There are only two or three produced each year within the realm of hot horology or high horology. It occupies a level of craftsmanship, exclusivity and finish that sets it apart from even from other superlative luxury watches. There's incredible rarity, only two to three pieces made per year.

Each requires 6,000 hours of handiwork. It's crazy too because now every product manager in the Valley is going to be trying to get this watch. And the question will become, are they going to increase their allocations? Because there's going to be people banging down the door saying, please make this watch. I work at Uber. I'm a product manager. I make a couple hundred thousand dollars a month.

I want a nice piece that I can wear to work. And yeah, so. Had you seen the other grubel forces? They're incredible. The non-handmaid. So no, no, no. I think they're all handmade. Well, they're all handmade, but handmade one is this specific model.

Look at this one, dude. It has a physical model of the world. old. It's like three-dimensional. You got to look this up. We'll put a picture up on the video. But it has a picture of the world that rotates to show you like what time it is across the world. That's wow. So, it's so amazing. Incredible. It's incredible. It's a traditional method. Over 95% of the parts are fabricated using centuries old, fully manual techniques, making it distinct from even most hand-finished pieces. Yep.

Time intensive components, the escapement lover alone can take one and a half months to create. Yep. three years of full-time work go into producing each watch. An incredible investment in time. So these are very rare, fewer than three pieces per year. One of the rarest series produced watches in the world, typically quoted around 800K, 95% handmade aside from the sapphire crystals, pivot jewels, gaskets, strap spring bars, and the main spring, every single part is executed by hand.

And have you ever seen any of these videos breaking down like how these, individual independent watchmakers work. It's like they actually have every single tool. Like they need to like file down. Oh, oh, we need a gear. Let's make it from scratch. It's crazy. The escapement lover.

That's like with us podcasting, we need a new microphone. Let's make it from scratch. We really should get some like extremely weird. Handmade. There are some, actually one of my friends from high school, his dad, that was their business. They made handmade microphones for recording artists. And when you listen to like, you know, oh, like, yeah, like the Rolling Stones use this microphone.

Yeah. And it's just like actually like the top tier. That was like his high school job was like helping assemble stuff. Very cool. It has a turbion and train wheels that take 600 times longer to produce. I actually think in the era of just AI slot products, these like ultra, ultra handmade. Like it will become cool again for somebody to say, I'm going to handmake wine bottles. Right.

And this is why you can't write. this off as just like, oh, it's just rich guy shit because Zuck is a technologist and watchmaking is in some way a pinnacle of technology. Like we didn't have the ability to make this. It's just mechanical. It's not computer science. But there's something that's when you look at a really fine handmade watch, you're realizing like an expertise in craftsmanship that you want to bring to yes, even the ad platform software. Yeah, like that that's the same, same concept. The dial and finishing, the minute track and seconds sub-dial are executed in true-fired enamel,

requiring multiple firings at 800 degrees Celsius. The silver bridges, known as Malacourt in French, they feature a frosted finish achieved by repetitive dabbing with a stiff wire brush. The copper content gives these bridges their soft golden hue. Mirror polishing, every bridge and wheel includes excellent. expertly polished bevels. Many feature sharp inward angles, which are extremely challenging to master.

Each screw goes through 12 different manual steps and can require around eight hours to produce. Finishes vary between black polish and fired blue steel. All color matched meticulously. Incredible. A one-minute turbion made of 69 parts. The turbion, got to get a turbion watch for sure. Yeah.

It's so sick. originally I believe the turbion was designed to offset the I think it was in pocket watches maybe wristwatches too but if your watch is sitting there at an angle there's gravity on it in one direction yeah and so that would throw off the timekeeping and so the turbion was spinning to offset that a little bit now there's other ways to to build a watch that keeps time more accurately even in the mechanical realm but the turbion is still just like a fascinating thing to look at. And with this watch, the turbion is actually exposed so you can look at it from the face, from the dial. Incredible. Yeah.

You got to have screws that take at least eight hours to produce in your watch. Also, what are you doing? The large balance is free sprung and adjusted in six positions. Beating at three hertz, the hairspring is shaped by hand to include an overcoil,

minimizing positional air. Has a 60-hour manual wind, which is quite robust. given the large turbion assembly. Golden Chattans, traditional pocket watch style Chattans, hold each pivot jewel an homage to 19th century techniques while also aiding in serviceability. And the base plate on the reverse side features a grata main

or hand scraped, finished. No two plates are identical. There's a ratchet wheel, a year plate and nameplate. Oh yeah, that's a really fun thing on there. It says the year that it was made on the face of the watch. And so one in rose gold, one in white gold, showcasing multi-metal accents. Each watch was also inscribed with a year and number, denoting its place among the two or three made that year. So you can instantly look at your watch and know exactly, it's kind of like with those, like the super rare sports cars limited allocation, they will say, okay, this is number.

Inscribe on the engine. Yeah, I mean, even for like, you know, like a somewhat limited run, like a Merci-a-Lago or something. People will look at the VIN and they'll track all the vins. Are you familiar with like Vin Wiki? Yeah, yeah. Yeah, so people track down all the vins and then they'll know, okay, there's 2,000 of these cars made. And then a lot of times people will track down the vins and realize that there's actually

a lot less of them that people thought because they crashed or they were sent overseas or something. Yeah, that can drive the value of. But something like this, you know, you look at the number right on the watch to remind you how exclusive it is. I love it. And the thing for me is. is he clearly was very particular about choosing this watch for this announcement.

You don't throw this on by chance. You don't wake up in the morning and say, I'm going to, you know, you don't, you're really, it's a very intentional decision. But with Zuck, it's thinking about all the watches that he could have, that he brushed over and chose not to put on this morning. And I, and I want to know about those. Could it were one of the cubitus. Completely different statement.

Cubitist, Cupidus would have been as quite the statement. Would have been quite the statement. That would have really, you know, yep. A lot of people wanted to see him throw on an F. Jorn, which he has, and it's beautiful. VC Braggs, you know, was talking about this. He loves. But the FP Jorn, but the F.P.

Jorn is, it's still an independent watchmaker. Francois Paul Jorn's obviously a fantastic watchmaker, but it's a little bit more well-known. Yeah. Than something like this. And this should just be a wake-up call for tech executives broadly. I agree. That you need to be taking clocks more seriously. Yes, yes.

Take time more seriously. Yeah, this is the thing about a watch. People say... Even Elon in many ways talking about, You know, unregretted, use your seconds. Yep. He's really making a statement around clocks, watches and time. Yeah.

And a watch doesn't tell you the time of day. It tells you the time in your life. And so for him, what is this moment? Where is he in his life? He's at a point of life. He just signed Dana White. Where he can wear something like this. And this symbolizes where he's at in his life.

Yeah. And that's a incredible place. That's meaningful. Making incredible sign. It's comparable only to itself. I love it. Epitomizes the devotion to genuine handmade craftsmanship. Nearly everything is done by traditional techniques, seldom seen in modern watchmaking.

Are you okay? Yeah, I think we just got an evacuation order, so probably got to hit the road. Okay. Well, it'll be a short episode. I mean, we will be on tomorrow. Not exactly, not exactly the shortest. I think we still clocked. Subscribe.

Follow us on X. follow us on YouTube, follow us on Spotify. Brothers, I'm sorry to cut the timeline out of this episode, but we'll be back tomorrow. And in my defense, there is an evacuation order at my house, and I can't in good conscience continue to record. And we have some great polished pieces going out on X. These are the Brother of the Week Award,

the reply guy of the Week Award, the size gong, the personnel news. We've stopped doing those within the episodes. We record them before. we edit them down and they go out exclusively on X. They're exclusive clips on X. And so make sure you follow us there. Turn the notifications on and make sure you reply.

There's a big, there's going to be about 50 reply guys of the week this year. Yep. And many of those people will go on to join the Forbes list to start trillion dollar companies. To raise mango seed rounds and do many great things. You got to raise a mango seed round. To win the Kentucky Derby, right? to win UFC championships. We can't get out of here.

This one is encouraging to you. You might be worried about your house burning down, but we're going to Josh Steinman, and he's saying, good morning. We are going to win. And that's a great place to close it. Thank you, brothers. We'll see you tomorrow.

Bye.