TBPN - Diet TBPN: October 17th, 2025

Episode Date: October 18, 2025

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You're watching TVVN. Today is Friday, October 17, 2025. We are live from the TVVN Ultradome, the Temple of Technology, the Fortress of Finance, the Capital of Capital. Let's play the clip from Bloomberg. There was a report about the NGC2 system. It named both Andrew and Palantir. We've asked Palantir through Schomb to comment on that. But the report in Palantir's case, move markets. Could you just respond to? to that reporting. Journalists who wrote that Reuters story would have been failed out of the class by any of my professors. He refused to include our on the record statement.

He refused to include the on the record statement. This is crazy though. Because they fundamentally made the whole story not a story. They just didn't they didn't include what Pallenteer and Anderl had to say. The army was like, hey, we want you to prototype something for us, like put a bunch of dots on a map, do something different, like create a new UI, like show us what you can do. And then clearly an enemy of Anderrol and Palantir, like, leaked, like, well, they didn't have O-Oath set up yet. And it's like, well, yeah,

like, we know this in Silicon Valley. Like, when you build a new product, you focus on finding a problem, building the solution, and then you figure out how to optimize the database. Everyone in America knows that it shouldn't take 50 years to build the new planet. Like, everyone knows that, that other countries can build stuff faster and build systems faster, and it shouldn't take this long. And other countries aren't smarter or more hard work. Yeah. Data centers. The difference between the data center market and what's going on in defense and government

procurement is that the data center market doesn't necessarily have a ton of entrenched interest in being like, let's not speed up. Our model works. Palmer also went on the Joe Rogan experience. We have some images from this. The European mind cannot comprehend what happened. Now, this is unfortunately a fake. You're telling me this is a slop.

This is slop. But this is the purest lot possible. You didn't allow me to live for just 30 seconds, John. It is unfortunately fake news. We need to put it in the truth zone. They pulled up an Ashley Vance video of wrecked, wrecked robot. Yeah, yeah, play that. This is something that someone's working out with?

This is a robot fightly against San Francisco. Oh, so actually, this is a buddy of mine who's been working in VR for a really, really long time. So it's again, what a tiny world of weird wackos. They were having so much fun talking about like it should be a human versus a robot. But that's what Palmer and Logan Paul are apparently working on. And they go into this big, long discussion about, well, if you can train a robot to be, like, perfect with its punches, it could also pull its punches perfectly. And so it could be the ultimate sparring partner. It could train on, you could say, like, I'm going to get in the ring with Evander Holyfield or Mike Tyson today.

And it could mimic that perfectly in theory. I'm more interested to see, like, a hundred robots versus one human while they're not quite as dialed. That would be great. But the issue is imagine how much damage Logan Paul would do to a bunch of those unitries today. I think you get 100 unit trees, the humanoid robots, you put them in guerrilla costumes, you turn Logan Paul loose. It's a $2 million production, but it's going to get a billion views. You could also do 100 unit trees versus one gorilla. Some photos of Mark Benioff on TBPN and Palmer on Joe Rogan.

He's the final boss of salesman. With a lot of other people, we've met beforehand. We've talked. We've gotten to know each other. That was not the case with Benioff. The first time I ever talked to him was on that call. And it just felt like we were old friends immediately. Before we move on, let me tell you about Privy wallet infrastructure for every bank. Privy makes it easy to build on crypto rail, securely spend up white label wallets, sign transactions,

and integrate on-chain infrastructure all through one simple API. This is my opportunity to remind everyone that Andrew Huberman was a writer for Thrasher Mag before becoming a neuroscientist. You can just do things. Look at this photo of Andrew Huberman. He's looking fantastic in this leather jacket. How did I never know this? Yeah. This is just a massive invitation for Jensen Wong from Nvidia to go on the Huberman Lab podcast.

That would be a fantastic crossover. Cheers. Joe Rogan says car design is bad now because car designers stop doing trucks. Oh. Hot take. Hot take from Joe. Joshua Cushner strolled billionarily across the room. His contrarian high concentration vibes engulfed Rick.

Rubin's Bohemian monk retreat. Joshua's high conviction and mistress filled the room. It's the gig and chat at the typewriter. LMAO, here's the first sentence of this Kushner profile. The road to Rick Rubin's house was long and winding for Joshua Kushner, who traversed more than might be gleaned from the surface glint of his life. People were debating whether or not this is real journalism, whether or not this is real investigative journalism and the trade-off that people make when they read these. Colossus is out there saying, like, we are trying, they're not trying to be anyone but Colossus.

Exactly. They're not trying to. And that's the thing about media is like media is not zero sum. Yep. Like the New York Times can thrive and Colossus can thrive. And they can have some overlap and maybe the stories that they're interested in, but they can have totally different ways covering people. And that's healthy. And consumers have the choice of who's kind of general point.

of you do I want to, you know, read? I'd like to imagine. I fail, though, by inherent nature of being human to understand the arguments of the tech folks and the journalist folks. And here's what I believe they both say and where I agree slash disagree. I'm hesitant to call Colossus at all investigative journalism since they're more puff pieces, or a farm for the Gen Zers than not. Yeah, it's a pretty good take. I always enjoy going to Futurism.com. Yes. Which is a media company, you would assume is excited about the future. Here's some of their latest stories.

Devoris Tesla fan admits that his cyber truck is repulsive to women. Super proud to have been involved with this over the past few months. The lower cost of acceptance with BTC will make traditional card processing obsolete. We'll be announcing some really exciting sellers who've moved to Square for Bitcoin. They are so convinced that people want to pay for goods with Bitcoin. Who? I bought a TV with Bitcoin. It was the worst financial decision.

life. Paid one Bitcoin. Yeah, it's a $100,000 TV, $100,000 TV. And it's not even 4K. And it's actually in the trash now. I gave it away. When was this? It was in like 2013 or something. Bitcoin was like $1,000. Yeah, just before you were born. You should run it back and buy a car. I spent like five. I actually spent like five Bitcoin on like consumer electronics that depreciated like crazy. Heather donates a quarter million dollars to OpenSats to strengthen free and open source ecosystems supporting Bitcoin and Freedom Tech. Jack says, why only 250K? Somebody asked, how much did you donate? You guys? Over 21 million. You? This is like the former owner of the dive bar coming back in and just talking smack. Yeah, yeah. He's like, I don't know this place anymore.

But spiritually, I own it. A lot of soft power. Heineken, the beer company, which has been around since 1873, is taking a shot at friend of the show, friend founder, R.E. Schiff, Avi Schiffman, who has been putting friend billboards all over Los Angeles, all over New York. Heineken has people who get it and can sell it internally or have proper processes to turn this around quickly and ship incredible speed for a giant organization. I completely agree. It's the official beer of AI Dumer. But analysis, do you want to run? Chat with your data and get expert level insights in seconds.

Julius is the AI data analyst friend who works for you. My boomer dad looking at me after I've made fun of him for the past. past 10 years for buying gold off those stupid infomercials on TV. Well, congrats to all the boomers who have been holding gold for years and years and years and are now seeing it finally mooned. Aaron says if you ever think you're a good programmer, just remember this dude wrote roller coaster tycoon by himself and assembly earning 30 million in royalties. That's awesome.

Imagine when he woke up from his dream of assembly. He immediately jumped into more assembly. He woke up excited to get out of bed, not for the money, but for the love of the game. Chris in the chat says my favorite part was cleaning up the throw-up in roller coaster tycoon. Is that real? Yes, there might be throw-up if there's a mess, if there's a crazy ride. If you ride's too crazy. And there's food. It's like if you put the food next to the ride, the people will throw up.

DoorDash will use Waymo's robotaxies for delivery in Phoenix. Customers will have to come down to the curb to retrieve their orders from the driverless car's trunk. Paula says, private robo-taxie for my burrito. and that is all you need to know about America. Pretty sick. Greg Brockman said thanks, Jensen for the hand delivery of the DGX Spark, best delivery service ever.

Amazing to see so much compute. Based 16Z says AI bubble ended in the funniest way. 2022, AGI soon, 2023, AGI soon, 2024, AGI soon, 25, never mind, we give up. It's just erotica and ads. It's not just erotica and ads. And cures for cancer. And gambling.

Amazon admits they're losing an AI, says Bucco Capital Bloch. Internal documents obtained by Business Insider. We've got to check out Business Insider. Reveal that AWS has flagged a fundamental shift in how startups are allocating their cloud budgets. Increasingly, they're delaying AWS cloud adoption and diverting spending toward AI models, inference, and AI developer tools. startups are not flocking to AWS for running. Like the whole ecosystem. Yeah, yeah.

In years past, there was definitely a path. I think, yeah, I just look at this as there's clearly a fundamental shift, and they're not capitalizing on it in a big way. I agree. You know, I've often said that I would be, I wouldn't be the first person to go on the rocket to the moon or to Mars, but I'd be like number five or 10, as long as the first couple people make it back.

I'm good. what about you? What number of person do you want to be? Do you want to be the first person with the millionth? You want to be the millionth? Neurrelink customer. A billion. I'm probably in the first 50,000, I would say. First 50,000. Yeah, I mean, there's an interesting thing. What? One possible solution to, like, the kind of doom snare is that it's like the merge. It would actually be, prevent like, the, you know, AI is taking over because, like, we become the AI. They can't take us over if we're them. Jody, what number are you?

Big. Big number. We're going to need a bigger gong for my number. All according to plan, he is highlighting the fact that all of his, everyone with the same name as him is absolutely crushing. They're either building, cooking, or at thinking machines or open AI. It's a good time to be Eric Jong. Yeah, we got to get all of them on the show. We do.

Eric John Day. At the same time. Talk about opening AI, thinking machines, cooking and building. Tyler, can you work on this? This seems like it good. Invite them all. We have some breaking news. Apple has entered a five-year deal to broadcast Formula One in the United States. And I love the Apple strategy. How much did they pay?

We don't. I don't know. We should look it up. It's a barnacle economy, in my opinion. Barnacle economy. It really is. They just like drive to survive is this whale that was making F1 relevant in the U.S. I feel like... They just attached onto it. It's a big barnacle. Wait, who's the barnacle and who's the whale? I feel like, I feel like F1.

I'm saying Apple started as a barnacle. Okay. And they're becoming the whale. Hmm. Okay. Here he is. Tim Cook. This is at F1.

Yep. And they want him to wave the checkered flag. That looks fine. No, it doesn't. How does one wave a checkered flag? That is not how you would wave. How would I wave it? Would I just more gusto?

You think just more than seven? Look at how laxadaisical this way. It does seem like he's kind of phoned it in. Looks like he's going fishing. It does. Yeah. He's at the finish line of a formula one race and he looks like he's going out for trying to catch some trout or something.

Wow. Have a fantastic weekend, everyone. We will see you on Monday. We love you. Leave us five stars on Apple Podcasts on Spotify and have a great weekend.