TBPN - Sign-In With GPT, Anthropic Vs. the Pope, Paramount Rebrands as Skydance | Diet TBPN

Episode Date: October 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 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.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow 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 Oh, we're getting Christmassy up in here. Okay. Here we go. Very Christmassy. It's Q4. We're in the correct, we're in the correct season now. So we can get pretty Christmassy. That is right. It's pretty tricky to stay in the little... Well, enough about Christmas, John. Let's get into the news. Let's talk about artificial intelligence.
Starting point is 00:00:22 Yeah. So they get less Christmassy. It's too Christmassy. It's 83 days away. This is a... This is no more than... 20 days away before we get that Christmas. I'll just leave this on. Yeah. So there was this funny moment in a dev day this week where, you know, everyone's, like, focused on the war of like Dots versus Muse versus Instinct.
Starting point is 00:00:46 And there were a couple times when you were like, I want to talk about sign in with chat GPT, which is like the most like boring and like minute feature and not very much not in like the drama war for the personal age and where who's going to do your shopping. Who's going to book your reputation? I just thought it was cool for independent developers, small app builder. It's actually like probably more immediately relevant to the community that was there, like the developers, right? Yeah.
Starting point is 00:01:11 And you remember when like flashback to two years ago, people were creating these magical new product experiences with the best models at the time, but they were in hindsight pretty rudimentary. Yep. And they would build something magical, scale up really quickly and then be like, whoa, I just got stuck with like a $30,000 API bill. Yep.
Starting point is 00:01:31 And so this is the solve for that because it allows users to bring their own compute. B.YOC. BYU. Everyone knows B.I.O.B. Now we're in the air of B.YOC. And yeah, like, you know, most companies, they could usually figure out a way to say, hey, like this service is going to use a ton of compute. So you got to jump on the pro plan immediately.
Starting point is 00:01:51 You got to set up a consumption, a credit card relationship, API credit, something like that. metered billing, but it was just an extra step, an extra point of friction of you saying, like, okay, I already pay 10 bucks a month for this thing. Now I got to actually pay for inference. And this gives like a different off take. So yeah, Peter Yang was feeling the same way that you were. He said, I'm excited about dots, but even more excited about sign in with chat chitpT feature. Letting users use the chat chattchpt plan in your website or app makes a bunch of indie apps a lot more viable. Example, I have a live language learning app that I wasn't planning to launch to users due to
Starting point is 00:02:28 API costs, but letting users sign in with ChatGPT makes this viable. Hope they roll it out to non-enterprice folks. Soon, Vignesh, who's actually running the project, said, I'm going to try and answer a bunch of questions that people have raised about signing with Chat ChaptiPT in the next couple of days. Before that, I want to let you know why they shipped it. The bring your own subscription stuff, it sticks out because it feels like it's potentially like the beginning of a new economic structure.
Starting point is 00:02:51 like is this an app store where there will be a margin that accrues to open AI or is this more just like better for discovery will agents like reach for these because the sign in is available how much more smooth will this get but you know at a high level i think you described it well a user can sign in to an app or service the notion example is a good one because it's very intuitive people already pay for notion you can imagine all the AI features that are there and people were probably on day one of chatchipt launching copying from Notion into ChatGPT, copying back into Notion, writing bindings. But if Notion wants to offer a whole bunch of inference opportunities and agentic features inside, then they got to go to their clients to say, hey, you're paying 10, 20 bucks a month for your seat.
Starting point is 00:03:37 We also need a bunch of money for inference. This offsets that. And so the way it works is a user signs into an app like Notion, then authorizes the app to run the OpenAI model request against their plan without managing an API key on Notion. means drawing from the ChachypT allowance instead of Notion credits. And it makes a lot of sense for bigger companies that have inference bills, as you mentioned. And they've all had to grapple very quickly with like product tokenomics, which is just a new, new economic muscle and like price elasticity curve.
Starting point is 00:04:06 They need to ride effectively. But the big thing is that it should over time allow leaner teams to offer inference hungry features with way less friction. So it's worth clarifying that the feature only brings OpenAI tokens along for the it's not Open AI dollars, which is, I think, a way where this could go. But the good example is like, let's say you have like some sort of AI book publisher where you're doing a bunch of token inference to generate the text of the book. Like you say, hey, I want to go take this, you know, general story, turn it into a book
Starting point is 00:04:41 and then print it and send me the book, right? There's two sort of costs there. One's inference. Send me the book. I'll scan it back to the computer and then I'll turn it into a playable. video games. Yeah, yeah, exactly. But you can't offset the cost of printing books with open AI tokens in any way. Yes. Yes. But you could have the user spend their open AI credits to run the text generation side of the business. But I do think this could go further. The example that I gave was
Starting point is 00:05:07 genera video. I'd like to have like a front door to AI that can handle the full billing relationship. So if I need to generate a video, I can just add that to my tab. And no, and you went through this. You went through this with Higgsfield, where you're using Codex to make videos. Yep. And somehow Higgsfield has like $500 of yours now, and it's locked in there. Yep. And it's unclear how you can get it because you ended up buying like the wrong kind of credit or something like that. Yeah.
Starting point is 00:05:39 I'm setting up like a consumer subscription. And then I also bought API credits. So I have consumer credits and API credits. and in order to use the consumer credits, I need to write a new binding in codex to use the front end as opposed to just the API, which it's happily used. Using computer use, which would cost you more. Maybe a little bit. It's very unclear. And so all of these things are like very messy.
Starting point is 00:06:06 And so, yeah, I mean, between computer use, MCP APIs, this might not even be a discussion because like you're very, like we're pretty close to the workflow happening out of the, box, even without direct integration. But then there's a question about will the apps like push back? But there is a world where even if you're, if you're an inference provider, you're maybe fine with not owning the front door if you're generating so much more demand because you're integrated with the big platforms. And you say, yeah, I'm actually losing the customer billing relationship, but I'm going to 10x my revenue because I'm like the model or the inference provider of choice when people go and they ask for a particular, uh, particular integration. And so, There's always this dance with these integrations.
Starting point is 00:06:50 You know, we were talking about it yesterday with the Neo Clouds versus Nvidia strategy where, okay, well, if Nvidia actually does get DGX Cloud Leptin off the ground, and if you're on there, you're going to get so much more business and your utilization rate's going to be so much higher, but you're not going to have the leverage over the customer. It's always this, like, careful dance. And then ultimately, if an app store does emerge, everyone gripes over, you know, the 30% tax. like the Apple tax is the same thing. You could wind up there in the age of AI.
Starting point is 00:07:21 But I think from a consumer perspective, like having a consolidated business really like billing relationship would be great. Even in the world where computer use can go like plop down your credit card and set up an API key, it's still nicer to have like one point of billing. And then true like the buck stops with one model. So, okay, you want to do this? It's going to be 10 bucks.
Starting point is 00:07:43 Is it cool? Yeah, it's the same reason that some people want all the streaming services to be re-bundled. That and also why a lot of consumers are like, yeah, it's awesome when I subscribe to something on the App Store because it's so easy to unsubscribe in the App Store. You just go to your iOS subscriptions and you say, look, I'm canceling that. And it can't be, why are you canceling it? Make sure you call us.
Starting point is 00:08:04 Like all that annoying stuff that happens when you're on like some website. Well, you actually have to call between, you know, 11 a.m. and 2 p.m. And we take a two-hour lunch in there and you got to explain yourself and listen to our pitch for why you should stick around. Apple, like, makes it one play. Yeah, turn down the discount to stay. Exactly, exactly. Apple, like, turns all that off. And so that could be this, like, complex dynamic. App Store economics are always, are always complex. But it might not, it might not matter because you can just go, and with computer, you say, like, yeah, like set up this API key, use this credit card. It's a little hesitant still. And I don't think it's polished among any of the models.
Starting point is 00:08:42 A lot of them really hesitate. They're, like, they'll even say, like, don't give me your AP. PI key, please put that in your environment. Don't give me your credit card number. I don't want it. I don't want it actually accidentally leaking or anything like that. Even if you are being bold, the models will often be really hesitant. I remember I was trying to use computer use to send an I message. I was like, go do a bunch of stuff. I'm going to leave. I don't want you to send me a push notification. Just text me. I have a text message open in I message. The window's right there. Go in that box and tell me when you're done. and then I'll get it on my phone. It'll just come from me.
Starting point is 00:09:18 And it spent so many tokens being, I don't want to screw this up. This is high stakes. It really knew that like botching an I-Message computer use thing could be like ruinous, you know, because it winds up texting. It would be over. Yeah.
Starting point is 00:09:32 Yeah. It would be cut. The other reflection is like this whole app store concept, this whole sign in with chattypd, bring your inference around, let's partner on distribution, let's integrate into the app. Let's be the front door. Sam originally launched this three years ago at the very first Dev Day,
Starting point is 00:09:52 2023. They had a product called GPTs and there was the GPT store. And everyone was like, wow, okay, I totally see the vision. And then it was like three years of like languishing and like tussling and back. That was maybe too early. Yeah. And there's just been so many integrations like Walmart and Apple where people have said, okay, I want to do an integration, but it has to be really, really good.
Starting point is 00:10:16 my favor and then it breaks down like the Siri integration that's, you know, going away because they're migrating to Gemini is actually atrocious. Like you will ask a question and, and it's like, yeah, of course it didn't work. You ask a question, you ask a basic question and it will say, like, oh, do you want to ask Chachipti? And then you need to click a button. And then you click a button and it gives you an answer. And if you want to go deeper, you can say open in Chachapti and that opens it, but chatypte doesn't get all the context of whatever happened before. It just opens the app. And so it's like the worst possible like broken flow because like both companies were like
Starting point is 00:10:52 begrudgingly working together basically and being like, look, neither of us want to work together. But the boss has signed a deal. So we got to do something here. So let's both. We got to pretend. Let's both fight it out. Anyway, I'm interested in like your thesis of will there be like a flappy bird, moment or like a small dev team that figures out like, hey, if we can be the victor in the tool
Starting point is 00:11:19 that gets pulled off the shelf when, you know, there's 1.2 billion users probably like, you know, they'll always give that quote about like 400 million people are asking about health questions. Like there's probably like 400 million people that are asking about, I don't know, some niche thing. And if you can be the tool that funnels and you actually use it as the top of funnel, we could definitely wind up talking to a founder who's like, Oh, yeah, I actually like basically figured out how to be the tool of choice. I log in. I monetize the inference better.
Starting point is 00:11:49 And I scaled to 100 million ARR in like a couple months, which is interesting. At the same time, there's going to be a lot of companies like, this would be like such a solution for instinct, right? But they would never do it because they're trying to actually go up against on the core feature. And so there's this weird dynamic where, you know, Noah was on Invest like the Best being like, I spend 75% of my time trying to secure compute. I'm burning so much money. I got to raise all this money. And like, the solution's like right there. But it's like if you take that apple, like you leave the garden.
Starting point is 00:12:20 You are in trouble, probably. But who knows? On the enterprise side, Open AI announced a partnership with Base 10, our friends over there. Oh, cool. Just a few days ago at Dev Day. That's like a really good enterprise example because you can now basically get access to open models through your overall like Open AI, like commit, which is cool. and it's native in Codex.
Starting point is 00:12:42 And then the other use cases that I'm thinking about are like, you know all those like generate headshot apps, right, that have been super popular? Those are super compute intensive. And so being able to use, basically get access to images 2.5 is pretty cool. Yeah, yeah, yeah. We're like, you've built an interesting funnel. You've built an interesting harness.
Starting point is 00:13:02 You've built an interesting wrapper. But your compute is scaling really, unfortunately. And you have the ability to like off take there. is very, very interesting. Trace saying Coogan's War on Christmas. Yeah. What do you have against Christmas, John? We're in Q4.
Starting point is 00:13:18 And you're asking, put away the decorations. It's kind of distracting. Do we really need them? Leave it, leave it, leave it. Pope Leo said, in this era of artificial intelligence, it is becoming urgent to distinguish human art from what machines produce.
Starting point is 00:13:37 There is an ontological difference, even before an aesthetic. one between art and what a machine can generate through statistical calculation based on millions of images created by others. Algorithms lack the spark of humanity. For this reason, the church wishes to renew an alliance with artists and cultural institutions to safeguard our humanity. Very interesting.
Starting point is 00:14:02 What did PG reply? He said, since your opinions are meant to last, you should consider what you'll say when AIs are trained on visual experience as well as art made by human artists because that is presumably coming. Well, what prompted this, John? Walter Isaacson chimed in. Popes have been hiring good artists for a long time.
Starting point is 00:14:20 Yeah, what prompted is there's an article in the New York Times about the interactions between Anthropic and the Vatican. Danny summed it up, Anthropic. Claude is a soul. Pope Leo says, nah.
Starting point is 00:14:35 Anthropic says, please say Claude has a soul. Leo says, nah, here's a book-length explanation why that's not true. Anthropic says, we're pretty sure Claude has a soul. And Pope Leo responds with this. Yeah, a lot of people are duking it out here. The bombshell report in the New York Times, Christopher Hale sums it up here. Anthropic co-founder Chris Olaught threatened to walk out of Pope Leo the 14th's AI encyclical launch in May because the Pope rejected the idea that machines can be conscious.
Starting point is 00:15:04 Ola's team then privately lobbied the Pope's advisors, quote, to take the possibility of model consciousness seriously. Pope Leo, the 14th, held firm for months. Anthropics has whined and dined theologians and religious scholars under non-disclosure agreements, hoping they would bless the idea that Claude has moral standing. Okay. People are getting worried.
Starting point is 00:15:27 They're debating. Is it God or is it computer? Neil Kozla doesn't like it. He says, I am increasingly concerned about the AI psychosis inside Anthropics. inside anthropic. Imagine zealously trying to build something you believe to be a conscious God while running around and claiming it will end the world. Yeah. To their credit, they're not claiming that it will end the world. They're saying that there is a real possibility. Yeah. Yeah, it's interesting. Interesting that there's less of a white pill there. Like,
Starting point is 00:16:00 I don't know. There's a world where you're like, yeah, we're going to build God. And like, it's going to be amazing. Like, like, P-Dume negative, a thousand. Like, it's going to be even, it's going to be the best thing ever. There are no risk because it's God. It's, it's going to. Yeah, it's the creator. It's going to love us.
Starting point is 00:16:18 Like, it's going to be so, it's going to be amazing. It's going to save us, you know. That would follow. But there is a little bit of, like, cognitive dissonance that it's like, well, what kind of God is it? Like a devil? Well, and I think that the, I think what a lot of people should be, asking themselves right now is, is Claudeforce conscious, right? Because, I mean, that is the intelligence powering the Salesforce sort of ecosystem in many ways. And so at what point do you have
Starting point is 00:16:47 to ask is Salesforce, you know, if Salesforce is sort of embodied by Claude, is Salesforce conscious? Salesforce has been godlike for decades. Yes. People understand that it's, it's a deity for customer relationship management. That's right. Byrne Hobart says, looking at the current debates about Anthropic makes me feel guilty for not keeping up with some academic domains. I honestly had no idea that we'd solved consciousness and determined which substrates can and can't support it. Thought that one was more up in the air. He's joking, of course. I haven't found anything from someone in Anthropics saying models are conscious, just that they might be now or in the future.
Starting point is 00:17:24 And yeah, that was something interesting in the New York Times article. Olaah really goes back and forth. He's like, I don't know. I thought that was, that was interesting that he was, he was advocating for, he's a, we, we, we got to talk about a guy. Basically that. He was saying, like, I, I don't know. I don't have a firm position. And, and, and, and through like multiple reports, he, it's not like he was ever, like, I'm convinced of this.
Starting point is 00:17:49 And I'm trying to pull people towards this discussion. He was just like, yeah, this is an interesting question. Consciousness is unintuitive. Why the heck is there such. a thing is the experience of being me in the first place. What's the cutoff for which things can get it when? Seems hard to be confident when everyone's operating on an end of one view. Yeah, very odd. At the same time, that Vatican visit was at the time where they were adding seemingly like a billion dollars of run rate a day. Yeah. And like the whole company,
Starting point is 00:18:20 like when you're growing that quickly, like the whole company is... You would put money over God in that scenario, basically, is what you're saying? I'm not saying I would. But it's reasonable to think that that was the calculation. Yeah, and they have a bunch of founders for a reason, right? Yeah, yeah, it's true. And OLA really does seem to be like the guy to send to this because he's actually really deeply engaged with this question. How many people are actually paying for this AI thing?
Starting point is 00:18:46 It's only 2% of U.S. households pay for AI. This feels low. Co-founders, Nick, says, we live in an X bubble. Only 2% of U.S. households pay for AI. 25% of households pay for Sirius XM. Have you ever subscribed to Sirius XM? I wonder how this gets counted. Because I feel like when you...
Starting point is 00:19:06 Yeah. Yeah. Yep. And then maybe it rolls over or something, but... Well, I think they might be counting. I think it might be like sold in with the car. Yeah. Because that's user acquisition for Sirius XM.
Starting point is 00:19:17 Yeah. Yeah. And so they're thinking like maybe if they try it, they'll stick around. Yeah. And I'm sure to like, I've never activated the free. serious XM. Yeah. And I'm sure when you activate it, you have to add a credit card.
Starting point is 00:19:31 And so then it does roll over. Yeah. So maybe you need to go a little bit more like, because 55% pay for cloud storage across probably Google, Dropbox, box, et cetera. Or I cloud. And so I wonder if does this include people who are on X premium accounts that includes GROC, right? Or like if you have a Google.
Starting point is 00:19:56 account that is on a premium subscription and got you a little bit of Gemini, does that count in here? Like, there's a lot of bundling that's happening in-Series. SiriusXM did around 8.5 billion of revenue last year, currently trading. Their market cap is around 8.5 billion. Yeah. And so, yeah, the business is generally on the way out, but relatively robust in the meantime. Where do you want to go next? There's a new South Park episode that depicts a town infested with podcast-obsessed
Starting point is 00:20:31 billionaires. Jason over at This Week in Startups is saying, what? Did you watch it? It feels like it's made. Made for him. Made for all of us. I don't even know. When something goes out on TV, I don't usually know how to.
Starting point is 00:20:45 I don't usually know how to get access to it. Yeah, that we're learning about this from like a Forbes article. Tyler, can you find? Find out if it's out and if it's out, if you could watch it at like 10x speed and then kind of report back in a few minutes and give us your review. Tesla stock jumps 5% on better than expected vehicle deliveries report. The delivery figure represented a 2% decline from a year earlier, but an unexpected increase from the prior period. Tesla stock was down 21% for the year as of Thursday's close, trailing all of its mega tech peers. Okay, so I was not surprised to see this at all.
Starting point is 00:21:27 I think that Tesla, and the reason for that is purely anecdotal, purely vibes-based analysis. I ordered a Tesla like two months ago and just got it this week. Yeah. It wasn't like it was sitting in lots. And there were so many rumors of like, oh, all the cyber trucks are getting sold to SpaceX. It's the circular deal. there were pictures of like a lot that was filled with Tesla's like they're not moving and yeah when I was when I was try and buy one and they'll be like you have to wait six months and when I was ordering mine yeah I was
Starting point is 00:22:01 intentionally specking it to try to reduce a lead time like I oh really there's like people online talk about like if you spec it this way or you get this this this version what is there to spec cyber beast or okay but basically there's like there's less demand there's still a lot of demand for the like because there's only one color right yeah there's No, like, you can't get deviated stitching. Yeah, yeah, yeah. I mean, there's a bunch of, like, more minor things. Do they have a Taylor-Mane program?
Starting point is 00:22:28 They should. They should. But here's the thing. Okay. I had the experience this week of autopilot. Yeah. It worked perfectly for, like, 50 minutes. Yeah.
Starting point is 00:22:41 And then I had to intervene. Yep. And going from the car driving itself to suddenly I have to drive my car in traffic is the most jar. brutal experience because you realize how insane it is that we still all drive our cars. Like once you try it, I don't think you can go back. Yep. Especially for, I've always loved driving. I've never really like minded commutes.
Starting point is 00:23:06 They're obviously great if you can avoid them. But I even going on a 20 minute drive to get an errand is generally enjoyable for me. But when it comes to the daily commute, every single day, there's some amount of people that are experiencing autopilot for the first time. And it's the most viral experience because it is, it's the first, like, technology that I've tried that actually feels like life-changing, especially if you're in the car for like 30 minutes a day, which a lot of people are. And it's the most viral thing because it's so magical. Yeah. It feels like this thing that we should have had for a long time, but it's here now and it works.
Starting point is 00:23:42 Well, it was promised a decade ago. Yeah. By a bunch of companies. Everyone was like level five by 2020. Yeah. And so it's here now and it works. And when you experience. it, you tell all of your friends. And I think all these other auto manufacturers, if you rewind a year ago, everything that Elon had gone through with politics and facing
Starting point is 00:24:02 competition overseas and more EVs coming online from a bunch of other manufacturers that are much better, they're much better built cars. I am like incredibly, I'm incredibly happy with my Tesla and at the same time,
Starting point is 00:24:18 at the same time, I can look at it from like 20 feet away and point out a bunch of issues with the build. Every other auto manufacturer that sells cars primarily for utility is like way more in trouble than I think generally people are picking up on. Yeah. And the reason for that is when we have anybody that's in the automotive space on the show, we ask them like, when do you think you're going to be able to get autonomous self-driving working? Yep. And they all kind of like chuckle and laugh. And you can tell it's like hard. Like a seven, like could be like seven years out. Yep.
Starting point is 00:24:50 And they are so... Doug Gry used the word appliance. He's like the model three is the best appliance car. It's like and DHS has talked about this where it's like his model Y is like the best appliance car. But then he wants something with a gas engine, a stick shift, three pedals. Like he wants something that's super engaging for driving. And then if he's not driving, he wants to be driven. And there's are two separate categories now.
Starting point is 00:25:15 And it's like if you're an automaker, which one of, You're in. Oh, wait. Skydance Paramount Warner Brothers Discovery has a new name. It's just Skydance? Yeah. That's exciting. So David Ellison joined X for the first post ever, right?
Starting point is 00:25:30 Let's watch the video. Let's watch the video. Let's throw it on. A movie about movies. Let's see what they got. Can you name any of these movies? What's this? Do you have any idea?
Starting point is 00:25:38 Whoa, he knows. Ball. Look at this. I'm not going to be able to name anything. You don't know that one? You don't know that one. Oh, Ben's showing off now. Yeah, show off, Ben.
Starting point is 00:25:48 Go off. Yeah. They don't just live on screens. So as we have big goals for skydance, we intend to pursue them with passion, imagination, and willingness to take smart risks. At the same time, we'll honor what makes Paramount and Warner Brothers special, giving both studios the opportunity to grow, tell more great stories, and bring those stories to even broader audiences around the world. Couldn't be more excited about what we're going to build together. Very exciting. Get connected by something deeper.
Starting point is 00:26:21 So is the actual app and platform going to be called Skydance? Yeah. Well, the company, I think, is going to merge into Skydance. But I'm wondering, are they going to, is there possibility in the future that we can get in Skydance max? Yeah, I was thinking they should at least for a couple months rename HBO and then rename HBO and then rename it back to HBO and then go back to Skydance, B.O. And then back to HBO and then HB Skydance and then back to HBO because you got to keep people guessing with that. brand. It's not like everyone knows what HBO is. Putting aside the debt load on the business, this bundle is extremely compelling. Totally. And I think like this is a, it's, it's very
Starting point is 00:27:06 disappointing for Netflix, I think, to see how all this has come together. Like, I think they can both, they obviously can both coexist and consumers will pay for both. But this combination of assets and IP is super compelling from live to news to... Like CBS has some of the lower tier content that you can just throw on in the background, like the laundry television that Netflix has gotten so good at. Like CBS has that in the catalog. Like there's a bunch of great shows that people can just watch and it's just serialized stuff. So it's not like it's just Christopher Nolan's Dark Knight that's on there.
Starting point is 00:27:42 And that's the only crown jewel, though that is a very valuable crown jewel. they got to bring Nolan back to Marvel, or not Marvel, DC, DC. Because if they can reboot the DC universe with Nolan, bring him back for Superman, put everything together, let him run free, the Dark Night trilogy extended, that would be fantastic. Although I think he might be done with his video game era or his comic book era. Oh, Ben Affleck. Ben Affleck put out some, there's a video of him being interviewed. We should listen to this. In order to be a video model that's successful,
Starting point is 00:28:20 you just need a huge volume of video. Initially, it learns things like what is read, you know, and then it learns more and more specific information. To get to the cinematic information, it's the sort of last stage. And in order to obtain that information, I was concerned that most of the models being used had trained on my peers, people I know,'s work,
Starting point is 00:28:40 and I was uncomfortable with that, and I thought that's not really a viable business. So I sort of created that last layer, which was an understanding of cinema and cinematic components that did not need to be. And so how did you create the last layer without doing all of the, you know, essentially copying of what came before it? Because open models, just like open language models, open video models are available to be trained on. So you just unfreeze the weights and you say, okay, just stop that's 8,631. Now here's step 8,632. So you could take existing open models that didn't work very well and that weren't cinematic,
Starting point is 00:29:20 but that had just aggregated a bunch of social media footage or random video online and teach them to meet cinematic standards. Oh, so it's fine to train on ours, our content, Ben, but not on your bodies, make it make sense. I think he's got to say it's trying on everything, right? No, no. He's describing what's actually going on. what you're doing to everybody to learn from, they retain the proprietary nature. In other words, they benefit from the learning that they're creating.
Starting point is 00:29:50 This is funny. Ben Affleck. All right, gather around. So you want to freeze the base weights first, learning rate 2E minus 4. He's in the thick of it. Yeah, I remember a year ago, some AI lab founder was telling me, like, yeah, he was like, I ran into Ben Affleck at some event, and he used. compute as a noun and I was like that's what I knew he was like dialed in yeah when he went on
Starting point is 00:30:16 Joe Rogan yeah he was like oh wow he's a yeah no he's been he's been deep in this bed affleck reveals that seeing open AI models made him call mad dame and warn were finished before realizing its researchers knew little about how movies are made so we got to talk about dot SI domains okay suhale says get your dot sI domain people appreciate rob at rob at at snagged for helping us lock it down and I'll start by saying Rob and the snag team are some of the finest domain brokers I've ever worked with. Rob helped us get TVPN.com back in the day. And then I'll say next that I don't think it's worth getting your .SI domain at all. I think super intelligence and trying to rebrand it is corny,
Starting point is 00:31:07 and you should focus whatever energy you're. were going to put on getting a dot-si domain on just getting your dot-com, but I would do it. I would do it with, I would do with Rob. I think the whole scramble, like already dot-a-i domains are obviously inferior to dot-coms in every single use case. Yeah. And so using like the second-tier version, the dot-s-i is even worse. I'm hearing sort of a pitch for like a third-party candidate because, of course,
Starting point is 00:31:37 Donald Trump came out and said we need to be SI, super-intelligence. Gavin Newsom fought back and said, we had to use AI. And you're saying, dot com. So sort of a third party, just pure commercialization. Yeah. What does com actually stand for? Commercial entity, right? That's great.
Starting point is 00:31:54 That's a good question. That's not going anywhere. Yeah. Yeah, commercial or company. Commercial or company. There we go. Yeah. There we go.
Starting point is 00:32:02 Yeah, we'll see you at 11 a.m. Pacific on Monday. Have a great weekend. Have the best weekend ever. Of your life. Of your life. A lot of people go into the weekend. And Spotify, sign up for a newsletter at TBPN.com. And we will see you on Monday.
Starting point is 00:32:17 Goodbye. We love you.

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