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

Episode Date: January 21, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

There's a lot of news happening in Davos. Mainly, a lot of it's focused on Trump, a lot of it's focused on Greenland. I'll give you a little tour of the Wall Street Journal. Trump's amped up rhetoric on Greenland puts issue center stage at Davos. Why don't you pull up the cover of the Financial Times, too? The Financial Times is, you know, you want me to do this bit. Here we go. Well, you know, the markets are in turmoil.

The Dow slid 800 points, treasury prices are dropping. The front of the Financial Times, it says, Trump keeps seizure of Greenland by force on table as trade tensions mount. This is one of the most aggressive images that I can imagine running on the front of a international newspaper. Now, the Financial Times, of course, is a British paper, so much less just different dynamics with the current American administration. But over in the Financial Times, they print some wild stuff, and they printed this image

of a Danish soldier pointing a gun at the camera. So Danish soldiers are exercising on great way. Anybody that's been around guns knows that pointing down the barrel at anyone. Crazy. Even a photographer to get a cool picture is typically just completely off limits. But they went there. What this says to me is that, you know, the Danes said, hey, the head of the army has been flown out to the autonomous territory.

Danish troops are. We're on the ground in Greenland, and we're doing a photo shoot. We're getting a soldier with a sniper rifle or an assault rifle. We're going to point that at a camera person. We're going to take that photo, and then we're going to send that to the editor of the Financial Times. We're going to run it on the front page. Of course, the Danes don't have the authority to just put anything on the front page, but they pitched it, and clearly they sent the photo, and the Financial Times editor enjoyed it,

so he put it on the front page. But it kind of gives you a little bit of a taste of what's going on. The Wall Street Journal is also covering it. Trump threats on Greenland, mobilize allies. That is taking center stage at Davos. But this is a technology show. This is a business show, and we're focused on what Dario Amadee said at Davos. Let's pull up the clip of Dario Amade on stage.

He's the co-founder and CEO of Anthropic. He calls out Trump's policy around Nvidia and China. Let's play the clip. When we're competing against other companies for enterprise contracts, We see, just honestly and Kenley, we see Google and we see OpenAI. Every once in a while we see a couple other U.S. players. I have almost never lost a deal, lost a contract to a Chinese model. But now you have the Trump administration, and I think you've already protested about this,

giving high-speed chips and video chips to the Chinese. That's right, that's right. The thing that is holding them back, and they've said it themselves, the CEOs of these companies say it's the embargo. on chips that's holding us back. They explicitly say this. And now, indeed, you know, there are some policies, and I hope

they change their mind, to explicitly send not quite our latest generation of chips, although it was reported that even that was being considered, but, you know, the generation of chips that's just one back, that's still extremely powerful. And

we are many years ahead of China in terms of our ability to make chips. So I think it would be a big mistake to ship these chips. You know, the analogy I thought of, if you think about the incredible national security implications of building models that are essentially cognition, that are essentially intelligence, right? I've called where we're going with this, a country of geniuses in the data center, right? So imagine 100,000, 100 million people smarter than any Nobel Prize winner, and it's going to be under the control of one country or another.

So I think this is crazy. I think it's, you know, it's a bit like, you know, I don't know, like selling, selling, you know, nuclear weapons to North Korea and, you know, bragging, oh yeah, Boeing made the case. So your friend, your friend, David Sachs is basically arming the Chinese. No, I wouldn't report any for the country. I would just say that. Trying to put words in his mouth. Yeah. Okay, I want Jordy's reaction.

I want Tyler's reaction. What's your reaction to that? How do you interpret that? How big of an issue is the China question right now? What are you reading into Dario's rhetoric there? I think it's like fairly reasonable if you basically think that AI is going to be AGI, it's going to be this massive. We're going to get 10% GDPC growth.

Because at some point it's like, if it's just like economy versus economy, like we've got to be better. Yeah, that's something that's sort of lost. Yeah. Because there's also the point where competition. Yeah. Like if you're worried about safety also. So there's like two ways, right? If you think Asia just is going to be massive, you know, economically speaking,

and then also on the safety issue, right? Because if you think, like, maybe China is going to be less concerned about safety, they're not going to be as worried about alignment. That's, like, obviously, a massive danger. You don't want to, you don't want to give the technology to people who don't, you know, worry about the safety aspect. The funny thing about in America, we're like, AI could lead to 10% GDP growth. And China's like, oh, you mean what we did in 2007 when we were growing at 14% GDP growth?

Or should we go back to 1970 when we grew at 19%? Or should we go back to 2004 when we were 10.1? Or 1992 when we were going at 14.3%. Or even in 2021, they had an 8.6 GDP growth. They know 10% GDP growth over there. They felt it. They'll do it with or without AI chips. One dynamic that's interesting is China has obviously a massive advantage in robotics.

Yes. And right now we have an advantage in the models. Yes. And if that kind of continues, you can have the dynamic. Like the data centers, like we are keep you rich. So I'm saying, I guess, like robotic stack, AI stack. Yeah, yeah. And it'll be interesting to see how, it's obviously if you have an advantage in one area

that might help you gain an advantage in another area, right? But we'll see which one ends up being more impactful. Let's click it over to Palantir CEO Alex Karp, who shared some commercial lessons of AI on the, battlefield. And there's a little Easter egg in this video for the true TBPN ball knowers, the TBPN fans. I know what you're about to say. So enterprises in general, not all enterprises, tend to want to over time become like every enterprise. So if you take five, you know, A enterprise and B enterprise and C enterprise, they're in the same market. Their tech infrastructure is trying

to make them into the same enterprise. They have the same orchard chart. They have presumably roughly the same, they don't have the same data and infrastructure. And what you learn on the battlefield is that, and in life is, that's not particularly valuable. What is very valuable is an enterprise can do something no enterprise in the world can do. And so that is the goal of every single military intelligence service. In fact, all these intelligence service and militaries have their own specialization. And so when we went to commerce, like what we're saying is, how can we make your insurance

cover the way you underwrite. How can we make that to your tribal knowledge about underwriting? How can we transform this to knowledge everyone. Okay, go back one second. Okay, transform this to pause. Okay, it's very hard to see. But behind the guy to the right, behind Alex Carp, behind Alex Carp, there's another man and behind that man next to the W-E-F logo is a man who has been on the show. Philip Johnston, the co-founder of CEO of StarCla. I thought you were talking about Sotia and Adela. Wait, what? I think that was...

I think that was... Wait, oh, you think it's Sajic? No, I'm talking about the guy right there that you can see. That's Phillips from StarCloud. I saw him going to Davos and I was like, this guy's on a generational run. This whole time. Is it not? Maybe it's not.

I think it is. Okay, I might be getting it wrong too. That looks a lot like you. We might just be seeing thing. Let's dive in and dig into what Alex, what Dr. Carp actually said on the stage at Davos. It's an interesting pitch. It's a it's particularly interesting talking about just more and more custom systems and this idea of software gets built. A whole bunch of companies are doing things a manual way. One company extracts that and sort of factors out that business process, turns it into enterprise

SaaS is sold to all the different companies. Now what carp is really saying it sounds like is that Every company will have some sort of custom implementation that will be way more flexible and way more tuned to their specific businesses. And this is sort of the Palantir pitch. They'll come in and build something that's semi-custom, semi-on-top of their systems that they've already built. Seems like a good pitch. It would be interesting to see how this is, like, where the rubber meets the road. And at what level, the big question with Palantir right now is they work with the largest companies and organizations in the world. obviously the military among them, but will they go down the stack and have more, you know,

they have AIP, they're bringing more startups onto the platform, will there be a world where more sort of mid-market enterprises, sub-10 billion dollar companies are thriving with a paleteer-backed system. On top of being the world's factory, China hopes to become the world's market. Let's watch the Chinese vice premier. We never seek trade surplus on top of being the world's factory. the world's factory. We hope to be the world's market too. Boy, economy and... It was an accident.

We didn't mean to do this. It was not our intention to develop a massive trade surplus. Yeah. With the world. I feel like you, I mean, not to go back to 11 labs, but you have a lot of flexibility with the translator that you choose at one of these events. How are you not going with an Arnold Schwarzenegger? You know?

Totally. Yeah. Like, you could have anyone be your translator. So why not? throw in a Morgan Freeman. Just any type of really like a Joe Rogan. Yeah, Joe Rogan. He already is announcing the UFC. Get him on the microphone, translate it for him, and then he reads it out to the audience. I think this is positive. You know, we were just talking to Matt Grimm yesterday about the West versus China and global competition. And like, I think all of that stuff is important. I think what Dario is

saying is important. But I still come back to this idea that like no one wants war, no one wants, you know, everyone wants positive some relationships. And so it is good to see global leaders coming together better than everyone just being hold up and posting at each other on Red Book and Truth Social. I like an economic forum. I think Davos is back. Davos really pulled together a fantastic group this year and is definitely breaking through in the tech community, in the business community, the political community in a way that I don't remember it being as important in last year.

And so a little bit of a comeback. You love to see it. Lisan Al-Gaiib is quoting Dario at Davos, who also said, we don't need to maximize engagement for a billion users, of course. Taking shots. Taking shots.

Okay, so. I threw this question to both of you earlier today. What is the probability? It's funny that this is a shot, too. Because it's like, he is acknowledging that they've developed. Is he anti- ads?

Yeah, Anthropics is against slopping ads. He said he's anti- ads. Wow. Boom. Ooh, this is hard. I was falling in love with Dario. I love so much about his rhetoric. Obviously, the models are fantastic,

but he has to come and stab me in the back like that with a shot on my favorite, favorite piece of the global economy, the advertising industry. He did a, like, a Wall Street Journal Q&A this morning. Okay. He thinks we're going to have very high GDP and very high unemployment and inequality. 10% GDP growth for America.

That would be unimprecedented, massive. We're typically at like 2% to 3%. 10% would be a significant acceleration. Yeah, and then for the unemployment was like 10 to 20%. That's a whole lot. Yeah, and then he said there's going to have to be some role for like a, for the government to intervene on some macro level to like help with this displacement of labor. Yep.

He says ideology will not survive this technology. Ideology will not survive this technology. Yeah, it's kind of a vague, a bit of a vague post. Except his ideology. He's like, actually mine is like kind of got a straight shot here. Yeah, what could be more ideological than being against advertising? He said, he's a zealot. He's an anti-advertising zealot. He said, AI is uniquely well-suited to autocracy. Yeah, this was in the context of like why he's kind of anti-giving chips to China. Yeah, AI is communist, crypto's libertarian, that take, yeah. Yeah, and then he said Google and the opening I are like firmly in consumer. It's kind of this existential, like, battle between them. And Anthropic is firmly in Enterprise. He's, he's very happy with that decision. He doesn't have to, you know, monetize the billion users or whatever, monetize free users. He can just, you know, he can just. sell like things. He's like, I'm so happy. I don't have to worry about monetizing a billion

users. Some companies are essentially led by people who have a scientific background. That's my background. That's Demis's background. Some of them are led by a generation of entrepreneurs that did social media taking shots. Daria is like, he's, he's on one. Bold statement, jab. Yeah. Bold statement, jab. And then also people will hit him with the hard questions and he'll kind of be like, he'll acknowledge. He'll be, he'll very quickly tell the. interviewer. I know where you're going with that and I'm not going there, but in like a fun way, that's not really adversarial. He says, there's a long tradition of scientists thinking about the effects of the technology that they built, of thinking of themselves as having responsibility

for the technology they built, not ducking responsibility. They are motivated in the first place by creating something for the world. So they worry in the cases that something can go wrong. I think the motivation of entrepreneurs, particularly the generation of social media entrepreneurs, are very different. The way they interacted, you could say manipulated, consumers is very different. I think that leads to different attitudes. He's taken some shots. Potentially at Sam Altman, although Sam Holman not really a social media entrepreneur, but I get that he's in that generation. Let's talk about Waymo. So today, I wrote a quick piece. It was a reaction to a reaction because David Zipper went in Bloomberg and he wrote a piece said,

we still don't know if robotaxies are safer than human drivers. Then Kelsey Piper went over to the argument and wrote a response to that saying, yes, we do know. And her interesting point was that what David Zipper is doing is he's lumping all of the different robotaxies together. So Waymo and Cruz and Tesla and comma and Zooks and there's a whole bunch of other data that can go into this bucket and they're not all created equal. Waymo's been doing it for decades at this point. They have insane CAPEX and sane OPEX. And it's just like the most advanced team. It seems like it's the most advanced technology stack. There's a lot of advantages.

And that's actually showing up in the data. And so her main dispute with Zipper is over what data, you know, she's including. He's including in making this claim that, you know, hey, we don't know if robo taxis are actually safer than human drivers. She says, imagine someone writes a piece and they say, we don't know if airplanes are safe. Some people say that crashes are extremely rare. And others say that crashes happen every.

week. And when you investigate this claim further, you learn that what's going on is that commercial aviation crashes are extremely rare, this is true, while general aviation crashes, small personal planes, including ones that you can build in your own garage, are quite common. And so, yes, if you lump that together, you're going to get this muddy, muddy picture of aviation, but you shouldn't use that to sort of fearmonger about getting on a 747. You've got to watch out. Ask any recreational pilot if they've ever gotten into any hairy incidents. Totally. Tell you like, oh yeah, well, this time I was flying.

Yeah. And the wind came on super strong and I landed and I was basically, you know, 90 degrees. And a lot of times that counts as a crash. Like, I mean, Harrison Ford has like crash landed on a golf course and no, I believe no one was injured. I think he's happened multiple times actually. By Harrison Ford? Harrison Ford.

Yeah, he flies his own planes. But he flies like old planes and stuff. Like he's like a true enthusiast. In the last 25 years, the actor has been involved in several incidents involving emergency landings, rescues, and runway incursions. Exactly. Like, it happens. 13th of February 2017, Santa Ana, California. Single-Engine aviote Husky flown by Harrison Ford was cleared to land on runway 20L.

Ford's aircraft reportedly landed on a parallel taxiway overflying American Airlines 737. Yeah. It was holding short of runway 20L. Fifth of March 2015, Santa Monica. Ford was a pilot and sole occupant of Ryan ST3KR recruit, a two-seat open-cockpit aircraft that was used. Open cockpit. Open cockpit. Think about that. You're flying and the winds in your hair.

Like, that's not a normal experience. That's not coach on American Airlines. The aircraft was used extensively as a training aircraft by the U.S. military in World War II. According to a preliminary report, Ford reportedly reported a loss of engine power shortly after taking off and was attempting to return to runway three. So he ended up crashing into like a field. Yeah, exactly. Ford chose to land on a nearby golf course,

clipping the top of a tree before landing. I actually have a friend who's been on the show. I'm not going to dox him, but we have two friends, both them fly. One of them is extremely serious. Has, you know, IFR rating. So there's VFR, which is visual flight rules. That's like you take the plane up.

It has to be clear because if you get into clouds, you're not trained for that. You can fly tonight. Exactly. IFR is you're flying on the instruments, instrument flight rules. We have one friend who's like super by the book, super safe. And then we have another buddy who's a little bit wilder, VFR, and he will rent like the cheaper planes.

And one time like the dial lights went out and he was landing at night. Shouldn't be flying a night at all. Just like botched the schedule and didn't check sunset. And he has to use his phone flashlight while he's landing to look at the dials as he's coming in on this rickety, like, old plane, he's flying. People get crazy out there. Waymo is funny to write about because there's still a class of people that are writing the stories about like, hey, Waymo's actually safe. And I'm like, I completely buy it. I'm in. I roll the Waymoes out everywhere. I've been in them.

I feel safe in them. I've seen the data. I think they're safe. Like, I'm just like, my eyes glaze over when someone's like, I'm going to blow your brain out. I'm going to blow your mind. Wemos are safe. I'm like, yeah, I'm in. I'm totally in. What happens if you further segment the human driver population. So we need to segment Robotaxies into Waymo and everyone else because Waymo's so good. But how does Waymo compare

against the best human drivers? The best data that we have on Waymo is any injury crashes per million miles. For the average human, it's about four any injury crashes, so any injury that counts, four per million miles. Waymo is way better, way better. 0.75.

So about five times safer. But there's one very specific case where humans, I believe, are safer. A married 60-year-old woman who's college educated and is driving a large luxury SUV in Massachusetts on a Tuesday morning is closer to 0.5 injury crashes per million miles. Is it a Tuesday morning per real? Yes. The most dangerous time to drive, and I'll flip it around. The most dangerous time to drive is midnight on Saturday because that's when people are at the bars, they leave, they're drinking. And so there's a, it's dark, it's the weekend, there's a lot more people on the road,

they're driving much faster, they're getting places, they might be inebriated or under the influence of something. And so Tuesday morning is the safest time to drive. So none of this should take away anything, none of this should take away. It feels like a Nathan Fielder episode in the making of like studying the women in Massachusetts. Yeah, like what do? Drivers on the planet. Yeah.

Just interviewing all of them to like, married 60-year-old college-educated women. to like the exact wrong conclusion. Oh, yeah, yeah. It's the married 60-year-old women that need to be the taxi drivers everywhere in the world. They need to be, it's like instead of Waymo, he starts like, an app, the competitor to Waymo. Ride Haley, that's just them.

Yeah, that's just that. Clearly, Waymo's are very safe. Rolling them out nationally would be a huge safety upgrade for our society broadly. But it's worth noting that the Massachusetts married women still got it. But if you want to know, if you want to flip this around

and find the hypothetically riskiest driver profile. It's very funny. It's an 18-year-old single male with a DUI driving a Dodge Challenger at midnight on a Saturday in rural Mississippi. I have to say I love that Waymo operates from San Francisco to the South Bay. So great. Some folks say the freeway driving is so-so. The antidote to that is I get into an Uber and do the same drive. It's literally life-threatening. I was driving with Paul the other day. And I heard. He was telling me about the different modes that Tesla has. I've never owned a Tesla, so it wasn't familiar.

But did you know that Tesla actually has something called Mad Max mode for the autopilot, where it'll drive it roughly around 85 on the freeways? If you're in the fast lane and you come up to somebody, it will merge over into the lane to the right, make a pass, and go back to 85. That's insane. Somehow feels slightly illegal, but I like it. We have an update in the Warner Brothers Netflix deal. Netflix, they're going all cash.

All cash deal. Netflix had said to Paramount, hey, what we want is an all cash deal. David Ellison and the Paramount crew, they brought Warner an all cash deal. And Warner was still saying, hey, we're going with Netflix. Now Netflix is upgraded. So we can read through a little bit of this from the Wall Street Journal. Warner Brothers Discovery and Netflix said Tuesday, they struck a new all cash deal for Netflix.

to buy Warner Brothers Studios and HBO Max. Warner also released financial details on the cable network's business. It plans to spin off. The all-cash deal of $27.75 per share replaces Netflix's previous cash-in-stock deal. The sweetened offer comes as rival Bitter Paramount continues pushing its all-cash-offer for all of Warner Discovery. The value of Netflix's offer remains $72 billion. Warner and Netflix said they expect the new structure to enable Warner shareholders to vote on the

deal by April. The change could also help sway some shareholders who might be weighing its bid against paramounts. There's also another, the next kind of thing that I was going to get to is interesting. CNN is doing 600 million in profit on revenue of 1.8 billion. So they are truly newsmaxing, quick-size-down for CNN. Congratulations. Not bad at all. Absolute dog.

Somebody, you know, I was saying yesterday that maybe AI could save Hollywood. Yes. Somebody, I knew, I knew that was going to piss a lot of people off for a lot of reasons. One of the critiques was like, you know, interesting to say that L.A. is dying as you're building a media business from L.A. Yep. And my response is that we are in a huge complex. We were recording the show from a huge complex.

And every other building in the complex is empty pretty much every single day. Like there's no, there's nothing going. There's, when I said L.A. is like dying. I was specifically talking about the context of. the entertainment. Yeah, I mean, there's that there's that Wall Street Journal report that just shows sound stages were, you know, typically least 90% of the time. And it's just way off, off peak down to like 60%. And so there is like a like a broad trend. And then just in general, like, I don't think we're necessarily at a phase in our life where we're like, okay, tabula rasa, where's the best place

to build this business. Let's go find that. It's like we live here. Yeah, we didn't. We're not like, okay, we should go to Atlanta or something. We certainly didn't say, like, let's start a media company because we live in L.A. The current struggles that L.A. is having are not going to hold us back. If anything, it's going to be easier because we can get space and hire people. Rents. 10 years ago, this space would have been like two, three times the priced rent. There are these blips in industry towns that have happened many times, New York, famously,

in the, what, 70s and 80s went through a really rough patch. San Francisco, during COVID, everyone was moving out, and there was a real vibe of like, oh, is San Francisco going to be less relevant in tech? And then it came roaring back with the AI labs. And I think most people don't debate that cities go through rough patches and then can come back. We certainly hope that LA comes back. It would be fantastic. But there are a lot of changes that need be made.

And this has been said by a number of famous people in Hollywood and Hollywood actors who have talked about different tax regimes, different incentives, different changes structurally to the way content is made and distributed. There's a lot of different elements that are contributing to L.A. having a rough go. At the same time, it's a fantastic city. It's where I was born and raised. I love it. I'm not going to have to pull me out of here. He's not leaving. He's not leaving. Yeah. And again, I mean, it just feels like I'm so curious to see how this works out because it felt like the Ellison's were just putting on this absolute masterclass and then this one and then kind of ran into a brick wall with this, right?

Yeah. You could argue they overpaid by a ton for the UFC, which made sense if you had this, again, like if you have all these assets under one roof, it is going to be a really compelling consumer product, consumer subscription, but currently kind of unclear who this kind of platform is really going to be for. So it was always something that was never on my bingo card of, oh, Netflix is going to buy, you know, a TV channel or, you know, a movie studio or a traditional Hollywood player. And yet, here we are. And it makes a lot of sense when you think about the assets and the IP specifically and the longevity that that will bring when it comes when you get Batman and Superman on Netflix.

That's going to be exciting. We got a deal. We got a pact. It's not just a deal. It's a pact. Open AI in service now. They struck a deal to put AI agents into business. business software. Service now, one of the greatest software companies in history, one of the few

to reach revenues at their scale. The line from the Wall Street Journal is the AI model maker and business software provider. They signed a three-year pact. I like the word packed. This is going to underscore how AI agents are increasingly being embedded in corporate software. You heard Dario talk about where he's potentially going up against other labs on corporate B2B deals. He said Open AI. He said deep mind. He didn't really say, he said, no China labs have ever competed. Well, ServiceNow went with OpenAI on this one. So they signed a three-year deal that will integrate the AI models,

chat ChaptuPT's models, into ServiceNow's business software. The deal depends on customers using OpenAI's models within ServiceNow and also includes a revenue commitment from ServiceNow to OpenAI. Enterprise's want OpenAI's intelligence applied directly into ServiceNow workflow, said Brad Lightcap, OpenAI's chief operating officer. Look ahead. Customers are especially interested in agentic and multimodal experiences so they can work with AI like a true teammate inside of service now.

Demis Hasabas from Google told Alex Heath at sources that he has no plans to put ads in Gemini. It's interesting they've gone for that so early. He said of OpenAI putting ads in Chachip-T, maybe they feel they need to make more revenue. Of course, on this show, we're very pro ads. And my answer, my response to Demis should be, let's do it, buddy. Let's put some ads. I'm ready for ads in Gemini 3 Pro.

Dylan Abrascato got a major scoop. Scoop in like a Ben and Jerry's employee. He figured out Instagram replaced the following tab or the following word, keyword, with friends, which are followers you follow back. Yes, and this has implications. Explain. Yes, the implications here are that some people aren't following accounts because they want to keep,

they have some idea of what their follower to following ratio should be. Yeah. If I follow 800 people and I have 100,000 followers, it looks really elite. But if I'm, but if I have 100,000 followers and 100,000 following, followers following, it just looks like I reply,

I'm like doing some scheme. I have some bot going or something. I mean, hilariously, Barack Obama had a follow back bot on Twitter. I think throughout his, entire presidency. So this comes up all the time because someone will find some crazy account and they'll be like, Barack Obama follows this. What's going on? And it's like because he follows like three million people or something. Yeah. Anyways, this is a continuation of the kind of product

decision where they allow people to not show the number of likes of post has, right? They want people to post more. Oh. If they're not showing the number of people that follow. That's why sometimes I just see a part that's blank because they don't want to show me how many people like it. Yeah, it's the user gets to the side. I don't, I don't, I don't want to be, I don't want to be, I don't want to be measured by how many people tapped, right? So the idea was to encourage people to post more, because they're not feeling this pressure to put up crazy number. Oh, I always get 100.

If I get 80, I won't feel good that day. So I will just turn that feature off entirely. Interesting. So I think they want people to follow more people. We got to end on this is extremely important. This kid was sent to the principal's office for lying that his uncle was Superman. The next day, his uncle, Henry Cavill,

dropped him off at school. And Andrew Feldman said, dip S-H-I-T school. Andrew Feldman, the CEO of Cerebrus, the $22 billion company, does not like that the school sent the kid to the principal's office. But justice was done. And it's the wholesome side of X. If your algorithm's all sloppy, maybe you need to adopt Andrew Feldman's algorithm because he's got some great posts and he's not afraid to reply to him. And last but certainly not least, John Palmer says the TBPN guys are just too fortnight. night archetypes. John has maxed out stats, 6 foot 8, 230 pounds, zero V bucks. Still on default

skin after a year. No emotes, pure fundamentals. Jordi's mid-cracked, only 6 foot 1, and absolutely loaded with V bucks, rotates legendary skins, spams, rare emotes on the soundboard every five minutes. That I do. This is extremely accurate. I certainly... I feel seen. I feel seen. Yes. We love you. Goodbye.