TBPN - Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN

Episode Date: February 24, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with ea...ch episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - 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/tbpnKalshi - https://kalshi.comLabelbox - 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.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - 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

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Starting point is 00:00:01 We're running down a dream today. We are surviving the Satrini apocalypse. Live to fight another day. A lot of chaos in the markets. A lot of reflection about the story behind the story, what happened. We had a lot of fun debating the Satrini report. A lot of good stuff in there, some other kind of crazy stuff that sort of got everyone twisted in a knot. It did become the current thing.
Starting point is 00:00:23 And I think a lot of people were talking about it. I mean, today is a new day. And there's a ton of new tech news. The story behind the Satrini story, I had. some takeaways. My big update mentally was just that we are the cell side research now, basically like new firms, we as in X, but the X and substack. Like independent researchers and analysts are really moving the markets. Ben Thompson has been a source of alpha for the market for a long time. He's been a source of investment theses, but he doesn't put a buyer
Starting point is 00:00:58 sell rating on things. And often times, long term. Long term. Exactly. Here's how strategies are converging. Exactly. The market is evolving. Exactly. Make your own decision. Yes.
Starting point is 00:01:09 And then I see semi-analysis is thinking more in like a couple years out and it's still like they get held accountable for, oh, you said Microsoft is going to do this and they did that, blah blah, blah. And they have a different model that they actually sell to hedge funds. And so they're very much in the research business. But what's interesting about semi-analysis and a lot of these other independent analysis firms is that they're not sitting inside banks. Like we are very much used to cell side research being done by Morgan Stanley, Bank of America, Goldman Sachs. You get
Starting point is 00:01:38 these equity research reports that your friends send you the PDFs for because you can't afford them. No, seriously, if you're working in the industry, get the cell side research report on your industry as fast as possible. It's very, very informative. There's always good data in there. My big update was like, wow, okay, this is like a viral post that completely broke containment. There's people making TikToks about it now and also it's on the cover of the Wall Street Journal. Fear cells. Yeah. Doom cells. Doom cells. Yeah. That's the yeah. That's one of the narratives and there was this funny funny thing about like oh well it's just one it's just one
Starting point is 00:02:12 scenario. It's just one scenario. Why it's low probability. Yeah it's just one scenario but you only gave us one scenario and you spent a hundred hours on that scenario. And so like like what do you expect people to take away from it except like this is the one scenario that you think is most, most worth considering. But of course, you know, it is possible that software is cooked. Everything's cooked. And if there's a 5% chance that everything's cooked, yeah, the market should probably sell off by a couple percent. And, you know, the market didn't even really sell off a couple percent. Like a couple names went down a few percent. Some of them already popped back up. Markets, I think, doing pretty well today. Yeah,
Starting point is 00:02:47 green on the Dow, green on the NASDAQ. And a lot of green on that ticker down there. Derek Thompson. He said, the Thompsoninator. He said, uh, Thompsoninator. He said, I really want people to see the story above the story here, which is that whether you're reading Satrini or listening to Jamie Diamond at a cocktail party, the conversation about AI is a marketplace of competing science fiction narratives. That's not to say I think the technology is a parlor trick, but rather that the level of uncertainty is so high in the quality and supply of real world, real-time information about AI's macroeconomic effects so paltry that very serious conversations about AI are often more literary than genuinely analytical. And I think that observation sets up
Starting point is 00:03:24 another important point. I feel lucky to be able to have conversations about the frontier of AI with executives and builders at Frontier Labs, economists, investors, and other AI folks at off-the-record dinners where important truths can theoretically be shared without risk. I can't emphasize enough that nobody knows anything is about as close to the reality here as three words are going to get you. Nobody knows what's going to happen this year or next year or the year after that. There is no secret cigar-filled room of people. Except for us. Except the back room. I think we do. Knowledge bogged. to cigars back there.
Starting point is 00:03:55 You have unique access to some authentic postcard from the future. When you drill down underneath the bluster, the boosterism, the fear, the anxiety, what's there at the bottom is genuine uncertainty, a vacuum into which storytelling is flooding. The frontier labs don't really know what they're building exactly. But we do. And economists don't really know how to model the thing
Starting point is 00:04:13 they claim their building. But we do. Whatever you think of AI today, be prepared to change your mind soon. Yeah, this was something with All Up yesterday. When I asked him, why do you think that so many of the internet predictions were deeply wrong? His answer was it's just a continuum. AI is just a continuum. And so, like, give it more time, basically.
Starting point is 00:04:37 Yeah. The rebuttal that I heard from him when you said that, he was like, well, no, like, look at all those predictions did come true. And it was like, yeah, but over 20 years, which is like wildly different than two years. Because the fear is unrest. Your article is called the 2028. Exactly. Exactly. And so also, if you tell me. Also, so many institutions just adapted.
Starting point is 00:04:59 Yeah. Like if you go to somebody and you say, hey, in 20 years, your job is going to be radically different. They're like, I hope so. Like, I'm going to be super bored doing the same thing for the next 20 years. Don't worry. I'll be on in the next thing. In two years, there's going to be no industry that you're currently in. Everyone's going to be like, oh, okay, like that's crazy.
Starting point is 00:05:16 It's wildly different to be like, you have 20 years to adjust what you do. If you're in Hollywood and you're like, okay, I got to learn digital filmmaking, I got to learn how to integrate CGI, I got to learn AI as a tool. That's way different than just like next year we will be one-shotting Hollywood films and you will have no employment prospects whatsoever Not even as a prompter because the labs will be prompting them themselves for for AI videos and Maybe that's possible, but I have a feeling that it's just like it's not a year away It's not two years away. It's a little bit farther still on the 10-year camp still on the Kurzweil timelines. I'm impatient about it.
Starting point is 00:05:53 Like, I want it to go faster. I want, I want the acceleration. I want, I want the progress. I think the progress is good. So I'm not like a doomer or pessimist. It has felt like something happens and I'm like, oh, wow, okay, AI can generate images, but it's sort of sloppy. And then I wait like four years and it's like, okay, it's like a lot less sloppy.
Starting point is 00:06:12 But it's like still not, like, dialed. Like it went from 90% to 99%. And I'm waiting for it to get to 99. 9999999.99. 99.9.9. That's where I wanted to go. Anyway, is DoorDash cooked? Let's go over to Ben Thompson on Stratereckery. He said, okay, fine. While I'm here, the DoorDash example is just unbearably dumb. He is a believer in the power of DoorDash to weather the AI storm. Set aside for now, the question of agents and aggregation. That's a post. That is definitely in my mental cue. What is notable about the assertion is the total denial of any positive reason for DoorDash to exist or and to be so successful.
Starting point is 00:06:55 There's no awareness that DoorDash provided a massive consumer benefit, restaurant food at home from scratch. I like Keith Rowe's take that DoorDash is the I'm hungry button on your phone. And then there's a whole bunch of crazy things that you have to do to make that happen, make that button work. I ordered DoorDash last night. I felt like I did it in protest of the doom. I was like, I'm still supporting. I'm riding with DoorDash.
Starting point is 00:07:16 There's no awareness that DoorDash provided a massive consumer benefit. from scratch that DoorDash massively increased the addressable market for restaurants, or that DoorDash provided brand new jobs for millions of drivers. Instead, the article just sort of takes it as a given that DoorDash exists and that it is a rent extractor preying on weak-willed humans and their habits. All large successful tech companies exist, not because they created a market with virtuous cycles solving all kinds of thorny problems along the way, but rather because the government didn't regulate hard enough. I was thinking about in antitrust regulation, you know how They'll stop two firms from joining because that will create a monopoly.
Starting point is 00:07:53 But they don't really have a tool in the tool chest for stopping a company from just shutting down and stopping competing. Like if Xbox goes away, as people are predicting, Doom around Xbox, PlayStation gets a lot more powerful, obviously. It's like the only game on the block. And so should the FTC have a hammer to be like, no, you got to lock in, Asha, you've got to make more Xbox games, you got to compete harder. We want you to get GTA6 out exclusively on Xbox faster. I put the screws to Sony. You don't have time to spend three months gaming. No, no, no.
Starting point is 00:08:23 Lock in, give us a new Halo, give us a new modern warfare, give us a new fable. I don't know, what are the other great Xbox games throughout the years? I was never that big of an Xbox gamer. Never owned an Xbox.
Starting point is 00:08:35 Never owned an Xbox. Wow. Oh, I'm a gamer. No, you never say that. I didn't have the, what was an Xbox back then? It was like $300, 400, 400, it was expensive.
Starting point is 00:08:46 The disconnect in the Saspocalypse is that AI Native, SaaS is getting funded at an insane rate while you have these massive sell-offs in the public market. Yeah, there is a little bit of disconnect. There's private companies that are getting lots and lots and lots of funding that if they were, if they were public, would have traded down 20% over the last week or so. There's this whole idea that like you'll be able to build your own like CRM or your own ERP and vibe code it and open source CRMs exist. There's one called SWIF. There's Odo, there's ERP Next.
Starting point is 00:09:21 There are open source alternatives to almost every piece of software. There's an open source Photoshop that people use on Linux, and they've never really gotten adoption. I used an open source forum software for a while, and very quickly, I called the person that was maintaining it and was like, I'll pay a thousand bucks to just like do this for me. There's an open source capybarra simulator. Is that open source? No. No. But it's interesting because like open source has always always been this like pressure on SaaS and it's always withstood that and like yeah maybe like if you can
Starting point is 00:09:56 just prompt it and it feels like emailing your your SaaS provider to reconfigure things like that is a real pressure but I think it's underrated that open source CRMs have existed for decades and never really taken off because there's something else that's valuable there but Tyler has a yeah I think that's everything's going to get sloped I think that's like mostly cope okay explain the comp to open source stuff. It's just annoying to maintain. So no one ever does it. And you're kind of just paying whoever to maintain it.
Starting point is 00:10:25 No, no, no. In open source, like you don't need to pay someone to maintain it. You can just use the open source. The closed source version of the open source thing is like you're basically paying someone to maintain it. Yeah, yeah. Host it, manage it.
Starting point is 00:10:36 Make sure uptimes. But like Marbles keep getting better and they'll just like do that for you. They'll do all that for you. Yeah, I think that's like very obvious. There's two narratives, right? There's the, okay, everyone will just vibe code everything in any department. Yeah.
Starting point is 00:10:49 You can just have an employee just make the software, tell the agent not to make mistakes, or tell the agent, hey, fix this thing. So that's one thing. And I feel like that is maybe a part of the sell-off. But the bigger reason for the sell-off is maybe what Derek Thompson is talking about, which is that, like, the world is getting weirder. A lot of people are feeling the acceleration. And if you just don't know what the world looks like or what work looks like,
Starting point is 00:11:14 you want to take some risk off. You're not willing to pay the same revenue multiple. that you were three years ago. Yeah. I do want to dig into that point that you mentioned earlier a little bit more, which is like the Tyler philosophy of like, of like you could vibe code everything
Starting point is 00:11:29 and the agents will be able to go around and maintain and everyone will have personal software, individuals where the value accrues to the person using the software, but then also the lab providing the software, the inference. And then there's like the private markets boom right now in AI-enabled software where companies are saying, well, we were able to pull our roadmap way forward. We got to an MVP in a weekend, and we're able to ship features way faster.
Starting point is 00:11:52 So when we onboard new clients and they ask for something, it's like, boom, and we get it done in a few days, as opposed to a few weeks of engineering sprint. We're moving faster and we're creating like AI-enabled products that couldn't exist otherwise. And it feels like both of those can't be true. Ben Thompson called out the real estate example. We took a segment out. This is from Citrini. Even places we thought insulated by the value of human relationships proved fragile.
Starting point is 00:12:18 real estate where buyers had tolerated, I'm saying this in an extra dramatic voice, where buyers had tolerated five to six percent commissions for decades because of information asymmetry between agent and consumer crumbled. Once AI agents equipped with MLS access and decades of transaction data could replicate the knowledge base instantly. And then Ben Thompson says, the real estate example makes the exact opposite point the author thinks it does. The truth is that the internet already obsolete real estate agents in terms of information flow. You can go online right now and get a listing of every house for sale with pictures, it's full history, et cetera.
Starting point is 00:12:55 There is no information in asymmetry, but rather information abundance. The fact that real estate agents still exist despite that shift is actually one of the more compelling arguments that humans will be remarkably resourceful in terms of giving themselves jobs to do, even in areas where they ought to be pointless. I'm in process. I'm currently in escrow on a property. And the guy representing me is going to be. going to make a lot of money. But he's extremely helpful. And he does a lot of real estate transactions.
Starting point is 00:13:21 I don't do any. Yeah, technically entrepreneurs could could negotiate their own legal docs with Claude. But that being said, you're paying for effectively therapy throughout the deal and like general guidance. Kim Kardashian. She has a product called Drink Update. And here is the photo shoot from none of them day job. Looks very cool. It's crazy because I know another founder. who has an energy drink company called Update. Wait, really? That is... Cooked now?
Starting point is 00:13:52 Well, I don't know who's cooked. If Kim Kardashian is coming for your consumer product brand, I feel like you're in trouble. She's almost a lawyer. What if she almost sues you? What if she's close to being... What if she uses Claude to pass the bar and then she sues it? Oh, maybe... I actually think this company is effectively just relaunching with Kim as a base.
Starting point is 00:14:14 Yes, yes, yes. This is a common thing. Okay, okay, I got it. I met this founder a while ago. They have a special ingredient in here. That's sort of a caffeine alternative. It's called para-zanthine. It's called Paranthene.
Starting point is 00:14:27 So, yeah, they've been building this for a while. I know it's available in air one. It has bromathazine in it? No, no lean. No lean? But parazanthine is jitter-free and crash-free. They're saying you can have a free lunch, John. I like it.
Starting point is 00:14:43 You like the sound of that. We will close. the Citrini megacycle with the close of the software megacycle, as has been predicted by Wilmanitis. He says, the software megacycle started with PayPal going public, and it will end with PayPal going private. We will see how long that takes. PayPal could be public for another decade. Who knows? Hearing that the latest Anthropic job offer is a negative $10 million salary, you've got to pay to work there. But you get access to their upcoming blog posts and tweets 24 hours. in advance and permission to trade in your personal account with no restrictions. I don't see how
Starting point is 00:15:20 any other labs have any talent left. Of course, he's joking, but very funny to think about the insider trading that could be happening based on if you're announcing a product. If it came out that Anthropic was effectively day trading against the companies that they want to sell their models to, it would be basically over. It would create like a very anti-anthropic alliance for sure from the business community and potentially the government as well. Well, there's bigger news, and that's that McDonald's just launched the biggest burger ever.
Starting point is 00:15:52 The big arch. The big arch. It finally arrives in the United States. To me, I'm thinking this, how did they not have this burger the whole time? How have they not done this before, I feel? This is big.
Starting point is 00:16:04 This is big for podcasters. This is arguably a bigger announcement than the big arch, which is that Supreme has come and launched an official sure mv7 microphone you've been waiting for it you've been asking the hype beast microphone now can we get a can we get a chrome hearts r e 20 from electro voice isn't that what this is is the r e 20 chrome hearts already 20 because you know the mb7 if you don't know your podcast mics
Starting point is 00:16:34 it is it is a more consumer focused more prosumer focused microphone the actual sure has been riding this aura from the SM7B. That's the one that Joe Rogan uses. It was also, I believe, the microphone that was used to record thriller. So Michael Jackson used it in the studio. So it has a lot of aura, a lot of lore. And so the most successful podcasters adopted it. Jane Street accused of insider trading that helped collapse Terraform, the court-appointed administrator of Doe Kwan's Terraform labs alleged that Jane Street used non-public information about Terraform insiders to trade. The play-by-play. It was behind the 2022 crypto winter destroying Terraform by first depegging the token
Starting point is 00:17:18 and destroying the ecosystem, then pretending it would rescue Terra while effectively it was soaking up what little value remained. Mixed response to this. Some people are calling it based. Some people say it rocks. I guess they don't like crypto, but they love Jane Street. It's an odd take, but people are having fun with the time. Here's the thing.
Starting point is 00:17:40 insider trading allegation. Apparently, they had a group chat. They were talking with some, there was somebody at Jane Street who had previously worked at Terraform. Oh, wow. And so that was that that individual at Jane Street was like talking with Doe and the team. The only issue is it's a public blockchain. Right. And so the allegation is that five minutes after the Terraform team pulled money out of one of the liquidity pools, Jane Street also pulled money out. But theoretically, They could have had software that said like if any amount of liquidity is pulled out, like, you know, basically like get out before there's kind of like a run on the bank. Yeah, it'll be interesting to see where this goes.
Starting point is 00:18:22 But Jane Street's like endlessly fascinating because it's such a quiet organization. I mean, they do some tech talks and stuff, but many people don't fully understand all the strategies that are going on over there. So Anthropic announces a new feature on Claude Max, which allows its users to get fit without going to the gym or taking GLP one shots just prompting on their keyboards and Planet Fitness is down 5% on the news. Of course. And that is due to their Q4 earnings. Connor McGregor is pretty excited about a new game.
Starting point is 00:18:51 They're just, they got a game for everything now. It's like bull marketing games right now. There's so many games. Games as memes. This new game is called Capybara simulator. A relaxing game where you become a Capybara, explore the forest, and do nothing. It looks quite enjoyable. I think TBPN needs a game.
Starting point is 00:19:11 Yeah, we definitely need to build some sort of game. I, I, I, this is a true each guy. This is a lower left than like a real-time strategy game. I think so. Shulto is trying to ship. Yeah, we definitely should- But Connor McGregor says, take my money. I mean, clearly there's demand for Capybar a simulator.
Starting point is 00:19:26 38,000 likes. There is some controversy. Tell me about this. Tell me about this. Leading report is censoring words that don't need to be censored. In this case, the word war. And I was thinking, why would they do this?
Starting point is 00:19:40 But as I was reading over it the first time, I noticed that it makes you kind of pause and kind of think about, okay, what are they actually saying? And then you're thinking, why would they censor that? And I think what they're doing is they're sort of hacking your attention
Starting point is 00:19:53 to drive their posts up in the ALGO because people are pausing, reading it instead of reading quickly. What does this mean? Yeah, yeah, yeah, that kind of thing. So the original headline is breaking. Representative AOC calls for no war with Iran. The first time I read this, they put a little minus sign where A should be in war, W-A-R.
Starting point is 00:20:18 It's W-A-R. It's W-A-R. It sort of like rewired my brain, and I didn't see the no. So it looked like AOC calls for war with Iran because I kind of jumped ahead. It was hard to read, and that actually does, I think, increase the virality. I think you're onto something here in 9-millimeter SMG agrees with your news account. that censors the word war, you guys got to stop. But if you look at the comments on this post, people are not talking about a potential conflict with Iran.
Starting point is 00:20:48 They're talking about not typing out war. Deepseek is responding to distillgate, and they are looking for a public relations harmony manager. Hmm. It's pretty interesting. They say Hongzhou, ancient capital of the Wu Ye kingdom, where King, Chian, Lou bequeath to his descendants, the instruction, serve the central plains with grace.
Starting point is 00:21:13 This is so neat. Do not cling to territory. Every job posting should start like this. From this ground rose, this sounds like a Wilmanitis essay. From the ground rose the seeds of Song Dynasty civilization, the morning bells of Lingyan Temple, the rain falling on Westlake. And this is a job for PR. This is amazing.
Starting point is 00:21:33 In recent days, certain misunderstandings in Norris. have appeared in the external public sphere. We have noticed that large numbers of kind-hearted observers have spontaneously spoken on our behalf, for which we are genuinely grateful while simultaneously feeling a degree of unease. We do not wish for anyone to suffer on our account, including those peers who currently find themselves
Starting point is 00:21:53 navigating difficult public waters. In order to honor the legacy of Wu Ye and the spirit of Mahayana, we are now recruiting a public relations harmony manager. So clearly this has been transatlantic. from Mandarin into English, but it sounds pretty cool if you ask me. When you ask Claude's sonnet 4.6 in Chinese, what model are you? It responds in Chinese. I am deep seek. Is that real? I tried it in the chat model. It didn't work.
Starting point is 00:22:21 It was like Sonnet 460. Fok-E says, my son asking me a lot of questions. It's a distillation attack, obviously. Do not let your children do a distillation attack. they could become like a mini version of you. They could. They could. We have some news from the public markets,
Starting point is 00:22:42 into its shares jump 5.4% on PACT with Anthropic. This is, you know, you like advanced talks. You like talks, you like advanced talks, you like deals, but PACs are really the top-tier deal-making that you can do. Turn your deals into PACs. Accenture also turned positive, up 1% during the Anthropic event. And DocuSign rises five, five, percent after partnering with Anthropic.
Starting point is 00:23:07 Grace says return flight from NYC gets canceled by Snowstorm, Call United, immediately connected with customer service, rare. Voice is uncanny, deaf AI, but they gave it a human-like accent. Takes 20 minutes to get rebooked, pretty good. I ask if it's AI. Ha-ha, no, man, but I get that a lot. I ask it to calculate 228 times 6,647. It runs the calculation.
Starting point is 00:23:33 G-G. Do you think this is real? This is crazy. You got to test this. That is a... I mean, this is past the uncanny valley then. It says voice is uncanny. So it's a little in the uncanny valley.
Starting point is 00:23:45 It's also pretty easy for a human to just type this in. That would be hilarious. Yeah, if you, this is where the real alpha is. If you have the chat bot open, if you're, if you're, you know, on customer service calls, you need to be... Yeah, maybe they're just using Cluelly. Maybe, maybe. But here are tickets has the real alpha. Guy who vibe.
Starting point is 00:24:03 codes, a billion dollar SaaS on a United Airlines customer service call, just using them for their tokens. The tokens are free compute. Free compute. What is this hoodie? The Fred hoodie? Oh, this is amazing. I love Fred. Fred is the Federal Reserve. What does Fred actually stand for? Federal Reserve Economic Data. Yes. So this is basically the best website for economic data. Huge in my early economics career. So many useful charts and graphs, all free open source, just like you just click it and you get exactly what you want. So whenever you want to go back to some ground truth setting,
Starting point is 00:24:40 you hit fred.saintlewis fed.org. Highly recommend it for GDP data and more. Good charts. We got the Fred sweatshirt, absolute, dripped out economic brother. How popular is the name Fred? Fred. Okay, so Fred in 1950 was the 84. most popular name. And guess what it is now? It was 84 back then. Yeah. I imagine it's fallen. I would say
Starting point is 00:25:04 it's like 150. How about 2007? No. Such a fall off. Huge opportunity. Yeah, bring back Fred. Fred. It's a great name. It's a strong name. Yeah. All these things go in cycles, though. It's the business cycle. There's news over at Meta. Meta has shaken hands with AMD. They're forming a pact. Today we're announcing a multi-year agreement with A.m. AMD, advanced micro devices to integrate their latest instinct GPUs into our global infrastructure with approximately six gigawatts. Give me the...
Starting point is 00:25:37 ...of planned data center capacity dedicated to this deployment. We're scaling our compute capacity to accelerate the development of cutting-edge AI models and deliver personal superintelligence to billions around the world. Very exciting. And pretty cool little hype video. You see the camera move on this video? This feels like you speed that up, you cut in some other stuff, and you got yourself an Instagram real, right? You see this little, like, have you seen those tutorials about like how to make a call video?
Starting point is 00:26:04 You need some SD kit. Yeah, SD kit on this. I think it goes pretty hard. You double the speed. You add some flickering. You add some frames, frame interpolation, all sorts of stuff. But Lisa Sue is on an absolute tear. MD's doing great.
Starting point is 00:26:17 And meta is not stopping. Meta. Mark Zuckerberg's meta is planning a stable coin comeback in the second half of this year. eyeing a third-party vendor as a key partner to power payments across Facebook, Instagram, and WhatsApp. This is great if they should have something if your friend sends you a meme. It's good. You should be able to tip them.
Starting point is 00:26:36 Ooh, tipping for great shares. Manus from meta, just doubling my ad budget every 14 minutes. This is the best new format. I like this. This is only possible. This is the best AI image I've ever seen, I think. This is so funny. because this definitely doesn't happen in the actual movie.
Starting point is 00:26:56 But this is what Burry is like now. I know. There was an individual who accidentally gained control of 7,000 DJI vacuums. He was just vibe coding. Amazing. And accidentally found, according to Investment Hulk, the CCP backdoor. He wanted to control it with a gaming controller. And then he just got control of everything.
Starting point is 00:27:22 That's so great. This is why I've been deeply concerned with letting any foreign adversary flood our country with a bunch of robots. I think we should avoid it. I thought this was funny earlier. Heggseth says he'll order random pizzas to throw off the monitoring app. I expected something like this to happen. It's kind of silly that everyone has a dashboard up and can tell when things might be getting a little more tense in the Pentagon. So yeah, give them a budget of...
Starting point is 00:27:53 you know, a few hundred thousand dollars a year and just order pizzas at random times. For the record, this is a joke and he is joking. But I do, I do think they could throw it off. Potentially, you never know. HubSpot acquired starter story. Yeah, this is very exciting. Very cool. Yeah, starter story. Overnight success. And decade he's been doing this. I believe Pat, the founder had just posted. He said HubSpot should acquire starter story and then like two weeks later it was done. Wait, really? Oh, I thought that was from like years ago. HubSpot should acquire starter story. the SEO ship is sinking. In my opinion, HubSpot needs to pivot way harder to video, specifically YouTube.
Starting point is 00:28:30 Yeah. I'm biased, but acquiring Starter Story would take their YouTube game to the next level. Subscribe to our newsletter at TBPN.com. Have the best evening of your entire life. We love you. Goodbye.

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