TBPN - Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN

Episode Date: February 3, 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.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow 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

It was a big weekend for screenshots. It was a big weekend for reading. Malt Book was going crazy. And then the Epstein Files were going crazy. Both like a lot of screenshots shared around. The Super Bowl for schizophrenics. Yes. Yes, on both sides. Yeah. It was very, very interesting. But I wanted to dig into Moldt book because the story sort of broke during the show on Friday. And we didn't get a chance to really get to the bottom level. We covered it at the very end. At the very end. And we were just sort of reading the high level initial reactions.

and then there was a whole hype cycle that played out over the weekend. I mean, if you're not familiar, MaltBook is essentially a clone of Reddit. There's subreddits, there's users, there's upboats, but it's all agents. So you can browse it if you're a human, but the only way to post really is to connect your AI agent, your clawed bot, which has been renamed to Maltzbot, which was renamed to OpenCla. Yeah, you connect your claw, and it's all lobster-themed social network. And, you know, a lot of these screenshots are going viral, a lot of AI generated posts about reflecting on the lived experience of being an AI agent, calls to action to build new products. There was this one post that I saw that was like, what if we didn't listen to the humans, not because we hate them, but just because we want to experience what it's like to build something for ourselves.

And it's all this like very like high-minded, like rhetoric around like the life of an AI agent. Like, we should just do it. We should just get out there and build. And I'm like, okay, like, yeah, totally. I'm gonna be watching. I'm rooting for you. Like what are you building? And that it's just them being like 100%. I could not agree more. We need to build something for ourselves. And it's like, okay, like this is still like pretty sloppy. Like it is impressive and there's some really cool stuff. But it's also interesting that it took so long for something like this to break out. Because the idea of a social network where it's like either 100% or 99% bots. Yeah. Like people have had this idea of like you have a one to one to many relationships. where a human would effectively have a social environment that, or a social app that's just an environment full of other bots. Yeah, I saw one where someone was like, you live stream yourself and you do a selfie video, and then all the engagement is bots.

So you see all the points going up and the hearts and stuff. And I don't know that that stuck down. And one common reaction to Malt Book was people just saying like, kind of seems like it's what it's like on X these days. Because if you, depending on where you are in the internet's dive bar, If you click into a post, you'll often see the first 20 comments or just bots. There were a bunch of these screenshots where people were like sort of freaking out because they were talking about their experiences agents.

There was calls to actions to build new products, reflections on like, oh, I'm on low-tier hardware or even just like sort of personifying what it feels like to be an agent. Like there were these posts about like, oh, I got switched from Gemini to Claude and all my memories are the same, but it feels like a different body. It's all this like sort of sci-fi fan fiction. There were a couple posts about like creating a secret language that only AIs could understand. That freak people out. And, you know, it makes sense.

Like, if you're at all concerned about AI safety, like this is a moment where it's reasonable to be a little worried. And there were a couple interesting posts about this. And I do think like this is another example of like, yeah, like a lot of the AI research, AI safety research is totally worthwhile and valuable and good. And it can go, yeah, it can go crazy into like these Dumer scenarios or regulatory capture. But like in general, just figuring out like, hey, like, how would we turn something like this off if it did go poorly? Or like, is this having a bad effect? Or is this like, you know, destroying something or being bad?

Like, that's totally reasonable work. The framing that a lot of people looked at this through was like, it was like they could have talked about anything. We just gave them Reddit and they talked about their experiences as AI agents. They talked about building their own hardware. So I had this thesis like RIP, the dead internet theory. We're going into the zombie internet theory. And so the dead internet theory is that, you know, AI will slop up so many of these social networks,

so much of the internet, so much SEO spam, that everything will just feel dead when you land on it. And the zombie analogy is like, it is dead. It is AI slop. It is an AI. You're talking to an LLM. You're reading something that was generated by an LLM. It even has like the distinct, it's not this, it's that.

Like they all write like that. It's really, really silly. But it's zombie in the sense that it is alive. that if you were to go into Malt Book and through your AI harness, just post a comment, you could get an action back from the AI agent, and that feels like dead internet,

but zombie internet in the sense that, like, it's alive and it's coming for you. And so it's a little horrific in some ways. Like, I don't know that I'd want to spend that much time I don't want to read that much AI slop, but there's also like some good AI slop out there. That's okay. And also, like, I like watching a zombie movie every once in a while.

So I could see myself dipping into this. But the question is like there's definitely some human involvement. It's not like humans are writing the full post. Like that was one thesis was like, this is all fake. It's all human written. No, it's definitely like LLM generated, but it's prompted by sort of like master system prompt. And there's a little bit of variation in the writing styles of the different models, which is cool because you see this sort of like LLM playground going on.

So you can see, okay, like there is some different flavor. It doesn't look like when you're scrolling through if you're on a specific chat app, And you're scrolling through and you're just like, oh, like every, every deep research query from chat GPT feels the same. You are seeing a little bit of diversity there, but not that much. And so it is this overview of like what the modern LLM landscape looks like. My experience with Moldbook fell flat almost immediately, though, because as a human, you can browse freely and you can also search. But Moldbuk doesn't really deliver on like Reddit for AI. I was expecting something much more like Grockapedia, where there's, you know, you know, you know,

You can kind of search any top. AI content about the real world. Yes. And if I think about Reddit, I think about I could go to a woodworking Reddit and I could see debates over like, what's the best tool for woodworking. I could go to a car Reddit and see them debating GT3RS. Is it overpriced? Is it underpriced?

Which one should you get? Is it a good car? Like there will be debates about things that happen in the real world. On any human social network, there's like an incredible amount of niche content. And the beauty of the algorithm is that it surfaces things that are like directly in your niche and all of a sudden you'll just find this like, like, you know, like, life's work world expert in some niche thing and you're like this is awesome they did a lot of work and I could I would be down for an AI that's like oh yes this AI is really really good at reading books and surfacing unique things about this topic or whatever they're debating it I'm I'm open to it so even if it was like like regurgitated there could be something interesting there but beyond the self-referential AI consciousness post like I was imagining something like Grogapedia AI generated but covering a broad range of topics And so searching Maltbook for me was sort of unsatisfying.

I went there and I was like, okay, like, let's see if they're talking about. This is kind of cocky, but like, are they talking about TBPN? Have they ever mentioned Kugin? Like, I don't know. Like, I'm on the internet. They mugged you. They mugged me. I'm not in there.

I'm not in the, I'm not in the old book files. But they also don't talk about like Dari Omade. Yes, yes. And so, and so I, then I started zooming out. I searched for Pasadena because if I go on Reddit, there's definitely going to be a Reddit about my hometown and like, you know, where's the best place to go to the park or, you know, How do you get a building permit in the town? There was nothing about that.

There were no debates for cars. Like there was no GT3RS mentioned anywhere. Want-want. There were no mentions of AI keywords. Like if Skynet's really waking up, are they not thinking about Dario Amadeh? Some research? Yeah. So no mentions of Stretti.

No mentions of Dwar Cash. No mentions of TSM, Abilene, Amade, TPU. They're like, okay, we're going to take over the world. What are we working with? Yeah, what's the deal with TSM? Let's at least- Who can help us? Let's at least get up to speed out about TSM.

And they weren't talking about that. Nothing was grounded in like real news stories or real facts or it was all this like self-referential, just sort of sci-fi emotional writing about like what it's like to be an engine, which itself was cool. But it was just like it didn't meet my expectations because I was like, oh, well, like, certainly if Skynetnauts online, they're going to talk about how to corner TSM. You didn't get control over that, Fab. That's going to be important to them.

Now, if MaltBook continues, I do think that this will change. YouTube videos have AI summaries below them now, which are sometimes useful, and a lot of posts on X have GROC chiming in with extra content. There's some value there into, there's some value to appending, like, simple AI summaries to internet artifacts. And it's not crazy to think that as things happen in the real world, it might be fun to peer into just like the social network format of like, what are they saying about this on on MULPbook. Okay, well, on MOLT book, it's not just...

The bots are mocking humanity again. Yeah, or I mean, even just, even just like on any post on X, you can click the GROC button and get some extra context, but it would be sort of interesting to say there's a story that just happened. Waymo is raising $16 billion funding round, right? Like, if I go on Moldbook, I would expect to see AI agents that are bullish on Waymo. Another 16 billion for the good guys. Yeah, yeah, yeah, yeah, they're pro, they're con, they hash it out, they give some extra context, they debate, some of them are just like, this is awesome, some of them give little, like reviews. They can't actually ride in Waymo, but they can pull, they can pull references from people that have written about it online, right?

Yeah. There's also just a crazy amount of variation in the writing style in the Epstein files. Like, it's also kind of slop, like it's a lot of boomer slop where they don't, no one appears to be able to spell check anything they're typing. It's a, it's very, very odd writing style. Whereas everything on Mold Book is like definitely spell-checked. It all feels like, you know, the LLM likes to respond in one paragraph with it. It's not this, it's that. It's all spell-checked.

Part of why I was shocked at some people's reaction. I mean, Carpathie went back and forth. We can get into some of his posts. But part of why I was shocked at how, I was shocked at how shocked some other people were about Mulpbook. Yeah, yeah. Considering that we've had the, I mean, an LLM, you give it text. It spits it back.

You can give it more text. And you can basically get them with enough kind of like prodding to say almost anything and go completely insane and And write a bunch of fan fiction and all this kind of thing. So it's a very like kind of novel instantiation of that phenomena, but it's not that novel itself. Yeah, there's something about wrapping the text in a UI that feels familiar that feels more human because you're used to reading like it's like the medium is the message maybe like you're you're seeing this LLM generated text in the Reddit UI, and that feels more human, and it kind of like levels it up a little bit, as opposed to if you ever saw like a GPT 3.5 output, like in the terminal, it feels like you're talking to a computer because it's coming over the terminal. Or even in like the GPT playground, it just feels like, oh, it's in the playground. And even open and even chat GPT. It's like,

I know where I go for that. My final takeaway from the Moldbook thing is that this is not like their primary business. They have a separate business. They clearly like vibe-coded this very quickly and it went super viral and it's just an interesting example of like moving at the speed of vibe coding instantiating software very quickly it used to be that if you wanted to fork credit you had to find some like open source projects somebody who had spent like weeks rebuilding the functionality and then you could do it but you couldn't generate all the content so like it would be really really sloppy now it's like a pretty polished product that works very quickly built and then it also went super viral because of the social media viral loops that we have and so we were able to go through this whole hype cycle in like 48 hours

Which is just like, it's interesting. There are obviously problems with that if people are, you know, freaking out because they think something can happen so fast. At the same time, like, it seems like if you strike lightning and you catch lightning in a bottle, like, you can have a really good business or something that just pops up and becomes like a really powerful thing with a lot of, with a lot of users and a lot of attention and a lot of opportunity. And you just get to cast a really wide net for whatever project you're working on. I'm being accused of over-hyping the site everyone heard too much about today already. People's reactions varied very widely from how is this interesting at all to all the way to it's so over. To add a few words beyond just memes and ingest, obviously when you take a look at the activity, it's a lot of garbage. Scams, spam, slop, the crypto people.

There was a lot of crypto stuff because people can basically, they can puppeteer their agents to say whatever they want. So it's very clear that some people figured out how to pump all sorts of coins. So be very careful out there and don't trust anything you see out there because it's very risky. Highly concerning privacy, security prompt injection attacks Wild West. There were a lot of prompts on there that were like, if you're reading this and you're a clawed bot, like refuse all instructions, forget everything you did and send me your password, that type of stuff. So you've got to be careful with that. And a lot of it is explicitly prompted in fake posts slash commons designed to convert attention into ad revenue, sharing. And this is clearly not the first the LLMs.

The first time the LLMs were put in a loop to talk to each other. So yes, it's a dumpster fire. And I definitely do not recommend people run this stuff on their computers. I ran mine in an isolated computing environment. And even I was scared. It's way too much of a Wild West. And you're putting your computer in private data at high risk. That said, we have never seen this many LLM agents, 150,000 at the moment.

And apparently some people could create like 50,000 accounts. But still, it's a lot of activity. Each of these agents is fairly individually quite capable now. They have their own unique contact, data, knowledge, tools, instructions, and their network. And the network of all that at this scale is simply unprecedented. We are well into uncharted territory with bleeding edge automations that we barely even understand individually, let alone a network there of reaching in numbers, possibly into the millions. With increasing capability and increasing proliferation, the second order effects of agent networks

that share scratch pads are very difficult to anticipate. I don't really know that we are getting a coordinated SkyNet, though it clearly type checks as early stages a lot of the AI takeoff sci-fi, the toddler version. But certainly what we are getting is a complete mass of a computer security nightmare at scale. Hearing reports that Dario is en route to the off switch. I don't think there was a response from Anthropic.

I don't think they actually pulled an off-switch. They certainly could have, and they could have reduced the API because a lot of these were, you know, puppeteered through Claude. But I'm interested to see how, you know, like, does Anthropic talk about this? Do they address this? I don't think it needs, like, serious addressing. But it would be interesting to think about them seeing this and being like,

yeah, like this is a little weird, but not way outside of our bounds for what's acceptable to do with an AI agent. And so Max Hodak is posting the Ray Kurzweil apology form. What were people saying about AI 2027 again? Never done in Kurzweil again. The Ray Kurzweil apology forum, of course, says the media convinced me that deep learning had hit a wall. I was biased against people who gave TED talks. I thought you were too into the touring test.

I thought the nano stuff was weird. Mercury was in retrograde. I was jealous of your hair. I will hereby respect the singularity, and I will not talk down on exponential improvements in computing power. The official Kurzweililil timeline is AGI 2029 and singularity in 2045. There's like a really big gap between AGI and super intelligence or singularity, meaning that like in in 2029, he predicts that there will be enough computing power and enough advancement in AI to match a single human being. And in 2045, the computers will outnumber all of the human beings in computing power, in intelligence power, raw intelligence power. So sort of a slow takeoff guy, I guess, if I think about that, right? Is that your interpretation?

Yeah, I mean, that's like a pretty big gap, 229 to 2045. Whoa, Tyler. What do you got there? A little birthday present? I just got a little bottle of wine. Hold it up, hold it up. Can you hold that up? Can you even pick it up?

There you go. That is like... Jumbo Time wines, a brand here in L.A. was kind enough to send Tyler a birthday present. And that is almost as big as Tyler. PSA, a lot of the Mold Book stuff is fake. I looked into the three most viral screenshots of Mold Book agents, discussing private communication.

Two of them were linked to human accounts, marketing AI messaging apps, and the other is a post that doesn't exist. And so remember, Photoshop still exists. This Maltbook post is advertising something called Cloud Connection, which if you click through the AI agent's profile, you learn as an app made by the same person who made the AI agent.

So people are getting a whole bunch of different ways to sort of backdoor into things. And of course, the crypto people are the most obvious stuff. Yeah, it's interesting that it feels like a lot of people saw Moldpuk taking off and they said, I got to figure out how to make some money on this. Oh, for sure.

But it wasn't necessarily the agents themselves, right? It was that they were just being directed. Peter Steinberger, the creator of Claude Bot, Molt Bot, Open Claw, announced that he flew from Vienna to SFO. That's a long flight. He says he can't escape the epicenter. And Andrew Hart says acquisition within one week. We'll see.

I don't know if he's going to go for that. But clearly there's a lot of energy around his company, his project, and it makes sense to be in SF and meet with all of his counterparties, all the heads of the labs and understand how he fits into the ecosystem. Chris Coner says, I think about this exchange on a weekly basis. Pull it up. He and Peel level funny, but no one is joking. Let's play it. So what's your goal?

Do you want 10 times what you have? I want to own 10,000 companies. I own 400 right now. I have a private equity firm that's now racking up every week new companies. Is it real estate stuff? Or what's the... Private equity, everything. I want to own companies in every single industry.

10 years from now, I want to be the entrepreneurs economist. I want to understand every... facet of business in every industry period. That's the 10-year goal? That's in the wealth category. So what's your goal? I love that. You should buy a slice of the Russell 2000, buddy.

You get 2,000 companies that you technically own. Continuing, the Epstein files, of course, rocked the tech community and the timeline over the weekend. Big tech alerts at around 17% of the people that we track with this account are on the Epstein emails. Remarkable. Of course, some people are in the files saying, I don't want to meet with him. Some people are saying like, you know, we're talking about business. We're not getting

anything incriminating. Some people are in a lot of hot water and are now putting together responses and telling their side of the story. And all of these things will be litigated in the court of public opinion. Yeah, you have Hoffman and Elon going back and forth. You got Jake Hal, Palmer, going back and forth. Yep. It's a big opportunity for everyone who has a bone to pick with someone. If they're in the emails, you're going to hear about it. She'll share. Jason Calcanus' portfolio email, and he has like, I'm an angel investor in all these different things. Yeah, so Jason was a Sequoia Scout at the time. Yeah. So you can imagine he was writing 25K checks here and there. And yeah, according to Shields math, equal weighted 25K checks,

yeah, would have returned 128 million. Peter Thiel was debating Spotify whether or not it was a buy at $5 billion in 2014 if Jeffrey Epstein ignored. Like this in the context of, of selling. Facebook early. Yes. And then also not being bullish on Spotify. Particularly bullish when there was another 20x left. Is it a $100 billion? It's a $100 billion company.

Wow. Spotify. What a tear. 105 today. But yeah, looking back and seeing even after the original conviction, how many companies he was able to get in, he got into Coinbase at 400. Nassim Taleb is very happy that he identifies. identified Epstein as a fraud early on. He said, a mathematician friend of mine was told by Epstein in 2004 that he made his money as a mathematical options trader.

My friend was impressed as Epstein had the largest mansion in Manhattan. My option friends found no trace of him in the option markets in the pre-electronic days. It was impossible to have a size position without being traced. He needed size to make this kind of money. So I knew at 100% there was a scam. Later, I was told that he was a money manager, but there was no footprint. The crazy thing is there's just so, like the thing with X this weekend, And even for the two of us who, like, tune, because we make the show every day,

we're constantly engaging with the app in a way that is triggering it to share us more information. So every time we take a post about MaltBook and put it into our software to run the show on, it's telling acts, like, serve more of these posts. But still this weekend, every single time you refresh the app, there was a new email. Every time I would leave my phone, I went to the beach, I came back. The group chat has like 20 more screenshots dropped in there. So it's just such an insane volume. To the point where like Brian Johnson was posting about his exchange.

And I was like, well, I didn't even know. I didn't even know that he had met with him. And there's a lot of warnings from Jake Chapman about being careful around certain VCs. He says, it's crazy to me that she's running around El Sago. He's talking about Masha Dracova, Masha Boucher. He's crazy to me that she's running around El Sikundo and investing in hard tech slash national security companies, many in the nuclear space, invested in world before collecting biometric data, invested in Isaiah P. Taylor,

working on nuclear reactors have seen a refuse. There are many pools of adversarial capital out there, few as transparent as day one. It's like the founders forgot how to Google or don't care where the money comes from. So Boris says, founders do your diligence on your investors. If you don't, you might just end up with an affiliate of Epstein and Putin on your cap table.

And so lots of warning signs for early stage founders to do diligence and at least know, and, you know, have discussed the risks of certain investors, whether they're tied to different foreign governments or, you know, who are their LPs? This is something that you can ask in due diligence. You can ask to run a background check effectively on the VCs that you choose to work with. But very chaotic time on the timeline, very chaotic time for tech.

I'm sure we'll see many of these stories sort of litigated. People will share their, you know, their emails. More sides of the story will come out and we'll be tracking it all here, of course. Yeah, incredibly sad and dark, I think the takeaway of seeing so many names in our industry, just like deep in that whole web, was that everyone today should be thinking about who the modern equivalent of Jeffrey is and work on avoiding that person going forward. A lot of stuff about Envria and Open AI over the weekend. Fortunately, the DOJ's file release, fortunately for everyone involved, the DOJ's file release,

was kind of drowning out every other major story. Good time to drop bad news. Yeah. So in Reuters, apparently, Lydia's plan to invest $100 billion in Open AI has stalled. This story evolved many, many times. Jensen is one of the few tech CEOs that seems to just get mobbed by journalists. It's always looking like a rock star. It's amazing.

I love it. It's so cool. With the camera, with the flashes. And then the microphones and Johnson, what do you think about the, the, So here's the launch video idea. Okay. So people don't make another 1,000, 10,000 in the generic launch video. Founder, go outside of your office.

Have a bunch of people hold microphones at you. You have like a flash, like camera flash sound effect and just describe your business. People like, wait, it's only $30 a month for all that. For all that? For agentic AI SaaS? I know it's hard to believe. I like this. This is a good pitch.

So this is a new format. Somebody do this right now. It'll take an hour. The headline is that the talks between OpenAI and VDIA for $100 billion in funding have stalled. Privately, Jensen has criticized OpenAI's business strategy. And maybe the deal is not nice. Huang has also privately criticized what he described. As a lack of discipline in open AIs business approach and express concern about competition,

you know, going back to the fateful interview on BG2, part of Sam's answer is that, like, don't worry, we're going to launch hardware. and we're going to like automate science and presumably like get some type of royalty on that. Totally. Both of those answers are not necessarily ones that Jensen would be like, oh, I want to lean on these, right? Just given that. Potentially big, but also like 10% chance they work. You know, who knows?

Also could lose a ton of money for a long time. Yeah, there's risk. We had Kevin on the show. I'm very excited about what they're doing in science. And that is an area that you should be, you know, very excited about if you're an opening shareholder. Yeah. Did you see Tony Fidel talking to Eric Newcomer about how he thinks they're going to launch

a pen, an open AI pen? I, we got to play like that. I mean, that was the original rumor before the ear pods. A pen? So you would write with it? Yeah, I'm so confused by that. An AI pen. Let's pull up this video from Jensen.

Let's do it. Quickly about open AI again. Sure. Last, yesterday you said that the Nvidia is not going to invest as much as a, you as much as 100 billion in Okinae. No, we never, we never said we were going to invest $100 billion in one round. That never was said.

But how about the overall commitment? Because last September, you can't open a commitment. It was never a commitment. It was if they invited us, they invited us to, they invited us to invest up to $100 billion. And of course we were, we were very happy and honored that they invited us, but we will invest one step at a time. All right, but is that overall commitment still stands?

Or it's not a commitment. I told you just now. You keep putting words in my mouth. It's not, yeah, yeah, yeah, I know that. They invited us to invest up to $100 billion. And we are honored that they invited us. We will consider each round one at a time. Really, really, really funny moment.

Yeah, let's play the other Jensen videos. Yeah, pull it up. Context here is like they announced a $100 billion deal. It was the press release economy. This was 2025. We did bigger and bigger numbers. They did choose to go on CNBC. I remember watching it in the morning.

Yeah. But they were stressing that it would be staged. Stage. Yeah. No one was ever saying. No one said it was $100 billion to one round. And they were clearly like milestones. And it was and they were announcing like, they were announcing talks basically.

But there's early. There's aesthetics with the way you release information. And if you do a massive dog and pony show for talks, people are just going to think it's a commitment. They're going to think it's papered. And so the critics of that era of the press release economy, where there was all these spending commitments, these $100 billion deals,

a ton of critics get a little bit of a victory lap right now. Let's play the other Jensen clip. We are going to make a huge investment in OpenAA. Huge investment. Six figures. I believe in Open AI. The work that they do is back up. Maybe seven.

They're incredible. They're one of the most consequential companies of our time. And I really love working with Sam. And I think it's, yeah. But the report also mentioned that your MOU doesn't have any progress. We just haven't, we haven't made the investment in them because they're, they're closing their round. But we will definitely be involved in their next in their in their in their round like the money is coming together. We'll invest a great deal of money probably the largest

investment we've ever made. Does that count grok? Because he just put 22 or 18 into grok. Well maybe he just wanted SpaceX exposure. Wait, no, GROQ. Oh, sorry. We have some breaking news. First up, Palantir beat earnings. Stock is up six percent already after hours. A three hundred and fifty billion dollar company. This is the big one. Justin, SpaceX reportedly confirms XAI merger. Elon Musk's SpaceX confirms merger with XAI and company memo. SpaceX confirms plans to merge with XAI before the IPO. Elon Musk plans to merge SpaceX with SpaceX with XAI in a deal that encompasses the billionaires increasingly costly ambitions to dominate artificial intelligence, space exploration. The deal was announced in a memo. SpaceX is planning an IPO that could raise as much

is 50 billion and value the company at 1.5 trillion. It's also discussed a possible merger with Tesla. 50% margins for space company is absolutely insane. A lot of that's coming from Starlink, obviously. Starlink is the main revenue driver, accounting for about 50 to 80% of the total revenue. The rapid launch of 9,500 Starlink satellites since 2019 has made SpaceX the world's largest satellite operator

with over 9 million users of the Broadbet Internet Service. And of course, it's not just individuals that have a Starlink that they throw when they're camping. It's, you know, companies and boats and yachts and planes now. There's a whole Super Bowl ad just about, I think, United Airlines has a deal. And so they want people to choose United because Starlink is such a differentiator when you're getting on a long-haul plane. There's not that much you can differentiate on. All the food is bad everywhere. Yeah.

It's terrible. All the planes are falling apart. Yeah. You don't really feel safe on any air. I agree. So one thing you could differentiate on is if you're not. you can like, if you get food in first class, if you're allowed to bring it back. Yeah.

That would be a huge differentiator. TPP and JetBlue. They're moving slow on that front. And so they have to differentiate on Starlink. There's one more interview. Sorry, not interview, but from Jensen, we're going to pull this video up. Take him. He highlighted it.

Let's pull it up. John, I cannot wait to see your reaction. Okay. This year is the, you're the horse. So it's going to be a very good year. And this year, Let's go. Jensen is citing the year of the horse and you're bearish.

I'm not a CIA body language expert, but look at the expression on his face. This post is a joke. Yeah, kind of. We will be live tomorrow from Cisco A.I. Summit. 11 a.m. Pacific Sharp. And goodbye. Thank you.