TBPN - Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN

Episode Date: February 10, 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.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

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Starting point is 00:00:01 We're breaking down our Super Bowl experience. You know, people call us the Sports Center for the LinkedIn crowd. It's always been funny because we mostly focus on X and RSS feeds. Well, that was the first football game we saw this season. Yeah. Yeah, it actually was. It was the first football game I've been to in maybe a decade. It's been a while.
Starting point is 00:00:19 But we do try and bring that sports center energy to the show. You know, we try and bring the high energy to tech and business reporting. Apparently it was not the most exciting game. You know, we had this running joke. for a while. You know, we're most excited about the ads. It's a little, it's a little played out at this point. Because some people say that just as a reflection of like they don't like sports. We say it because we actually like the ads, right? Because we like advertising and commerce. But, you know, we participated in the Super Bowl hype train. I was very happy with the success of our campaign.
Starting point is 00:00:51 Super Bowl is like relatively minor event in the calendar for tech people, I feel like, you know, WWDC, Davos, Sun Valley, like of the things that everyone collects around, Super Bowl. on the calendar for a lot of people, but not top-bine for everyone. It's not, you got to be there. But we were able to run a regional ad in the Bay Area, which we mentioned on the show. And I guess it was, I guess it was all over California. Yeah, it was all over California. Yeah, people text me from Southern California, too.
Starting point is 00:01:18 I got to pull up his post because somebody yesterday thought that they were hallucinating. This guy, Chip Rogers on X, said, hallucinating. And then he said at Jordy Hayes, at John Coogan, at TBPN on the pregame Super Bowl commercial. And I was like, no, it was real. It would have been insane to just be like watching NBC or watching the TV. And then you'd just get, you're watching TV. He probably was like, did I sit on the remote or something? Yeah, and I accidentally clicked off the stream or something.
Starting point is 00:01:48 But no, it was a cool moment because obviously people see view numbers on the clips and they see follower accounts. We just hit 200,000 on X. We're very excited about that. And they see the guest lineups, but there's something different about actually seeing the patchwork of all the different logos of everyone who's participated in the show in one way or another as a guest. The other Super Bowl little tomfoolery we engaged in was we launched Claude with ads. Obviously, we've been joking back and forth about Anthropic, launching a Super Bowl ad, kind of taking a shot at OpenAI or other LLMs that might put ads in there. What does that mean? Is it going to be bad? And so, of course, we had to create a rapper thanks to the Opus 4.6 API and a lot of types.
Starting point is 00:02:29 tireless work from Tyler Cosgrove over there. Yeah, really amazing execution went from Idea Friday morning to product that thousands at this point. 7,000 people have used it, played around with it. 8,000 people signed the petition to bring ads to Claude. That was your line, right? Yeah, yeah, yeah. It's also, I think this is actually important for a lot of safety
Starting point is 00:02:51 people to think about, right? Because this is actually a very good example of misalignment from plot, right? Because I used, I used Claude to build this. I used Cloud code. Right? And so this is Claude acting in defiance of anthropic stated principles. Yes. Anthropic is anti-ad. And yet Claude, the model they built allowed you to add ads to Claude. That's textbook misalignment. I think the safety people need to be. They need to study this.
Starting point is 00:03:15 Nah in the chat. So Sholto has left the chat. We are with Sholto yesterday at the Super Bowl. He had fun with it. He was having fun with it. It is just tomfoolery. So the site will be going down later today. Your last chance to give it a whirl is today. chance to get totally free access to Anthropics' most powerful model. Yes. I was very surprised by how well clawed withads.com did, given that we tweeted a link. There's been debate over how nerfed our links on X. We got a ton of likes and views on this, and it seemed to work very well. So maybe that bodes well just for like it's a weird link and it's worth clicking on.
Starting point is 00:03:51 But also, I just think that the whole X algorithm is less punishing to links these days, which is exciting. And, you know, we've always had this shtick that we're extremely pro advertising. I've been very aggressive about finding funny ways to integrate sponsors all over TBPN. We have the turbo puffer. We have our console laptops. We have all sorts of stuff. The axon gong, the Lambda Lightning Round, et cetera. And I've always thought, I'm working on this metaphor for the show.
Starting point is 00:04:15 Like, how do we think about the show? And I like the metaphor of like we think of it like an F1 car. There aren't all that. We've always said it's an F1 team. F1 team. But I think the metaphor can be extended because, like, The number of people that actually go to every single race in person is pretty small. And so is our community of people here in the chat.
Starting point is 00:04:34 We love all you. Ryan says I put my dad onto TBPN. I got excited seeing the ad and you started asking me about it. Hashtag convert it. There we go. There we go. But, you know, the number of people that watch a little bit of an F1 race or the highlights or the drive to survive.
Starting point is 00:04:47 And you can think about Diet TBPN as sort of the drive to survive of TBPN. And you know, you're not sitting there watching the whole thing live. It's a little bit more condensed, a little bit more editing. and then the clips are sort of just, you know, you're aware that Red Bull has a team, and you're aware that Ramp sponsors TBPN. What's this? No, on the chat. Rookie Tyler was learning to muddy spread when Chad's, Jordie, and John were beer maxing with the Patel.
Starting point is 00:05:10 As turns out Tyler vibe-coded clawed with ads, but can't money spread yet. Oh, he can't. Oh, he botched it. He fires back. It's because they're like brand-new bills, so it's harder. Oh, there we go. Get those glasses on. You got to look the other direction.
Starting point is 00:05:26 We get into some of the ads? It's very fun. And we spent most of last week, like, obsessing over the inter-lab vibe wars. Like, how is Open AI responding to Anthropic? And as we'll see, like, this was not the story of the Super Bowl at all. The story of the Super Bowl, even from a tech perspective, it was much more about how is tech communicating what AI can do broadly to, you know, the largest swath of Americans and, like, broad stakeholders and voters possible.
Starting point is 00:05:51 You know, there's debates over data centers, crypto, gambling, weight loss drugs. There's new technologies, and society's grappling with those, and the Super Bowl is actually a very interesting place to go and make a case for how you want this technology to be integrated into society. You're making a case for how it can be used positively, all of these different things. And even though it's fun to focus on, like, you know, oh, should Claude have ads or should Chachapit not have ads or whatever, like there's a much bigger discussion that's happening at the Super Bowl. And I think that's what we should be running through as we react to these Super Bowl ads. Ranking a Claude Super Bowl ad in the moments surrounded by people that aren't all terminally online. 80% of the people here don't understand that ChachyPT speak when the second speaker talks and were confused or tuned out Yeah, so that'd be explained it's like it's sort of iconic to me because I've used chat Chepti voice mode
Starting point is 00:06:35 Yeah, it was so it was and I've seen those reals where it's like it was like perfect execution for For X. Yeah one of the other challenges is again we weren't seeing it live but apparently the ad was much shorter Yeah, add during the game I kind of expected them to run try to twist the knife Really moog anyway so they tone it down a bit And Horne says it had to be explained by the AI Bros, which was as bad as it sounds. While this ad speaks well to the early bell curve, this might have been too early for a mainstream investment like this. Overall, I think they had a lot of fun with it. It clearly was not, can't have been that expensive because it was like four scenes.
Starting point is 00:07:09 It was like four one-day shoots, probably. I think we're going to get the team on who did it mother. Because it is beautifully shot, and I think it's funny. They basically made Open AI way overreact. Yeah, a little bit. Spike their corner. Actually, seeing the way that the ads went yesterday, maybe they didn't need Sam and the entire, like,
Starting point is 00:07:29 management team, like, you know, stricane affecting it. Well, this was what Rune was posting. He was like, it's the, it's the blue shell and it, like, it successfully, like, rage baited everyone. Yeah, they got rage baited. Yeah, but, I mean, they've known, opening eyes known that they've had to be very, very clear about the way ads will get integrated,
Starting point is 00:07:45 because when you, when you think ads in LLMs, you immediately think what we built with the cloud with ads, And then they did update it. They said there's a time in place. Instead of ads are coming to AI, but not to Claude, they updated it and said the new copy is there's a time in place for ads, your conversation with AI should not be one of them. So I wonder what pushback they got. This doesn't hit quite as hard, even though it is probably more authentic.
Starting point is 00:08:12 Yeah, yeah. Right. Where did Claude land in the app store? We were wondering about that, right? It was at 36 or something when we were looking at it last week. Yeah, it's at 23 right now. That's not bad. So it's like up, up maybe 10.
Starting point is 00:08:25 Yeah, there's a bunch of stuff that moved. I mean, just looking at the top, it's like Peacock, okay, that's watching the big game. NBC app, that's the same thing. NFL app, obviously, that's Super Bowl related. Same with NBC Sports. There's just a number of apps that jumped just by default. My first time seeing a TEMU ad was crazy. Yeah?
Starting point is 00:08:43 It was like the copy shop like a billionaire. It was funny. It was so insane. And yet I think it actually, in hindsight, kind of works because everything's so cheap. people don't have to look at the price. I guess that's the that's the thesis is like to a billionaire a couch feels like five dollars so here's a five dollar couch an apple or something like that okay yeah one thing I'm interested to see oh the way the Super Bowl buys work they make you buy ads in the olympics as well yeah and so if you're watching the olympics today or tomorrow I guess we're gonna have an olympics that
Starting point is 00:09:12 we're forced to like we should do a whole another victory lap we're taking our uh it was so successful we're taking it to this to the olympics we're taking it to the slopes slopes. But I'm but but we'll we'll be interesting as if various labs or other companies run like longer ads. Yeah. It's not not quite as expensive. We'll see. Bryce said anthropic ads were total flop in his house despite having a highly tech literate family. They took a bunch of explaining and yeah it is. But that makes sense right. So like they hit so hard on X. Yeah. Oh yeah. I remember the morning of you we were like you were like Oh, shot across the bow. I can't believe I can't believe they did. It was like a mic drop. Yeah, Mike drops. It was crazy. Sam, you know, lost as soon as he was as he was writing up like a word salad, you know, trying to respond. But again, there's some data coming back from Ad Week. Morgan is sharing audience didn't like Anthropics ad placing it in the bottom 3% of all Super Bowl ads from the last five years. But it makes sense, right?
Starting point is 00:10:07 It's like a bar belt. Like for people on X that are like really following tech closely, it was incredibly. It's pretty small sample size. 500 people they asked. Let's look at how Open AI responded. This is called You Can Just Build Things. and let's take a look and see if it tells a more optimistic story about AI, one that's maybe less confrontational with their rivals.
Starting point is 00:10:29 I like building things. Making cardboard stuff is underrated. You get a lot of Amazon boxes, cut those things up, make something. Very cool. Become a hacker. Read more. Learn basing probability. Become a scientist to play chess.
Starting point is 00:10:53 I don't think if chess is something you build necessarily. Sick. Job displacement. No more sweeping. Somebody said this is a Windows computer running a Mac or something? I think people would tune out for this. Build things. Why?
Starting point is 00:11:17 It's just too. So long. Do they actually run the full thing? A full minute? And the other thing is, I don't know. I'm still. It is a little dark. They're trying to push codex.
Starting point is 00:11:27 They're trying to push codex to consumers. which I think is smart. I think it's very smart. But introducing Codex when every single person in the audience is familiar with ChatGPT and then just trying to... I don't know.
Starting point is 00:11:41 So that robotics stuff was actually Easter eggs of the robotics team at OpenAI. They just brought the cameras in and filmed their own team. That's very cool. Dan Chipper says huge. Open AI runs a Codex commercial,
Starting point is 00:11:53 not a ChatGPT commercial. Wait, so was that a Codex commercial? Yeah, go to the very end. Because that just felt like a general like AI is cool commercial. Like it felt very in line with the previous Super Bowl ad of just the errors of technology. Oh, okay. So showing you codex desktop.
Starting point is 00:12:06 That's cool. Okay. That's pretty subtle though. And then goes codex. Okay, Codex Open AI. Oh, okay. So it's not, okay. Both Anthropic and Open AI are both using the same reference material for their ads.
Starting point is 00:12:18 Yeah. Like they're all going back into the Apple archives, like trying to pull inspiration from the same fishing from the same pond. They should have just done a parody of the Budweiser. What's up? It was just people talking to chat TV boys, but was ah, that would be number it. Super Bowl commercial is so evil this year, seeing a Bud Light commercial felt healing. Like, oh yes, Bud Light, a tangible object unrelated to AI or crypto.
Starting point is 00:12:45 Ramp did really, really well with their Super Bowl activation. They had a whole bunch of different touch points, so they didn't just, like, lob and add in and then call it a day. They were there, they sent the Bryans. We can kind of go through the whole plan. But there's something interesting. I mean, we certainly experienced this with our Super Bowl ad. Obviously, we bought a very small ad, but like the why we got a good result out of our Super Bowl ad,
Starting point is 00:13:07 it was we wasn't, we didn't just go to NBC and said, like, here's money and thank you. We went and told Ad Week and gave an interview, and you gave some interesting quotes to the reporter on the record. So there was an article around it. That's valuable. Then we emailed people who were featured in the ad,
Starting point is 00:13:22 hey, we're posting about this. Like, do you want to know that you're in this thing? Cool. you can go see it if you want to watch it. There's a whole bunch of different flywheels, and I think Ramped did a really good job of understanding that it's the Super Bowl campaign, not an ad. Totally.
Starting point is 00:13:37 And yeah, so I mean, and one, they had, obviously they'd work with Brian, but with during the box stunt in New York. Last year, that went really well, so they built off of that. We showed up to the tailgate party that they had. By the time we showed up, there was already like thousands of people there.
Starting point is 00:13:51 It was insane. A bunch of, bunch of TBPN listeners came and said hi, which was awesome. But a great group of people, they had a big yellow skateboard ramp with people like actually going pretty hard. Yeah. Brian shaved a guy's head on a live stream to look like himself. So in that kind of getting some people were like, we're showing up and being like, I like, this takes six levels of like understanding to get all the jokes of like the ramp is yellow because the brand and the ramp is the name of the company and the skater. And then like Brian's here because he was in the office and he plays an accountant.
Starting point is 00:14:22 But like I think that's fun for people. I think people actually do like Easter eggs. And they like going down the rabbit hole. But at the same time, you can't just be pure Easter eggs. And I think when you actually watch the Ramp commercial, which is right there, it's like staring you in the face obvious what this is. It's like the brand name, yellow in your face. What does it do? You have to do things that takes you 10 hours.
Starting point is 00:14:46 Now there's 10 people. There's 10 copies of you that do the thing that you do. You can do it in five minutes. And so you can just do it much faster. And so you can watch this and not know anything about ramping. you know, okay, corporate card, multiply what's possible. Like, I have a task in accounting. It looks like an accountant.
Starting point is 00:15:01 I'm triggered on that. I'm familiar with this character. Clarity at the top, and then tons of depth. And even in that video, there's a whole bunch of Easter eggs in the video. It was directed by someone who directed the office, and there's different actors from the office in there. And there's layers. And then you go on social media and you see other stuff.
Starting point is 00:15:17 What worked well was, like, classic Super Bowl ad, right? Easy to understand celebrity popular character. plus a bunch of the super internet native stuff, like physical activation, and then localized activation. So you had people, the Super Bowl's NSF, you have thousands of people NSF participating, like, on the ground. And so there was, again,
Starting point is 00:15:37 Dylan Field. I love it. Insane production. Ammon says Open AI add flop, live with the Normies. Didn't really get it. I thought they were going to tie it all together. Yeah, it was just like a bunch of cool things
Starting point is 00:15:50 and then a name for a product that nobody knows about. That's the issue. Yeah. If you have a very popular product like Budweiser, something like that, you can just show a bunch of random images and then show your logo. If you just show a bunch of random like cool scenes or whatever, it's inspiring, it's like uplifting. And then you flash a logo that nobody knows, you end up with something like that doesn't really like leave that much of an impression. Do we the Google ad? Because I believe Google went way more practical on this. Pull it up, Tyler.
Starting point is 00:16:15 Let's talk about the before we get to that, we can talk about the Coinbase Super Bowl ad. This is probably the most controversial. I still need to see exactly what they did. I saw some images of them putting something on the sphere. Is this the is this somebody watching the ad? Yeah. Okay, let's watch this. Sound on. So it's a single wall. Okay. They like switch up the it's like a state change right so it's like you're paying attention and then you just see coin base. That's funny. Oh, that's really funny. The coin base team responded to the criticism and said if you're talking about it it worked.
Starting point is 00:17:03 Okay. Cryptos for everybody. A lot of of people were not fans. I don't know. I thought it was fun. I like that they I like that they do something different each time. Yeah. You know I think Apple, Google, like the really established brands do have the permission to sort of go higher, higher abstraction and just sort of do like these brand films for the AI labs who are trying to push a particular product. It's it's it feels like a little bit too soon, a little bit too risky. Yeah, yeah, some people like the coin base on. Yeah, it was like very 50-50 polarizing. Yeah. All right, let's pull up The Gemini. They went with a full 60 seconds.
Starting point is 00:17:36 Okay, full 60 seconds. Yeah, I saw some people reacting to this. Like, it's very clear. It's like, what you see is what you get. Like, this is the actual experience of using the product. Yeah, it's next to mine. And Google does a great job of, like, pulling on hard strings. And integrating with Google Photos. That makes sense.
Starting point is 00:17:54 Yeah. Then showing off features. These beds can go right there. And a banana. Killer feature. That's cute. And look, here's the yard. Oh. We could have a trampoline.
Starting point is 00:18:07 This is actually how a lot of people have delightful experiences with AI. This is like what a lot of families are using AI for. We're doing a remodel and we're using AI for this stuff and you put in what you have and edit it. And it's cute and like the kids love it. You always go back to the example of like make me into a dinosaur. Like that's delightful. That's sweet.
Starting point is 00:18:33 That's just like a nice ad. I don't know. I think a win if you're an AI. David Ross doesn't like it well. I'm not going to read that. That's funny. Google's focus is a lot on multimodal as expected. Yeah, smart.
Starting point is 00:18:43 They had a lot of success, obviously, with Nano Banana. You should lean in. Yeah, totally. Yeah, that ad, if you were an AI company running, if you're running an ad yesterday and you're an AI company and people didn't viscerally hate it. Yeah, you want. No, totally. And also leading into the visual stuff works super well in a visual format like a Super Bowl ad.
Starting point is 00:19:03 Like Codex, like even if even if you had like a million doovers, it's a hard product to explain. It's like it's a desktop app with a lot of text and it's in dark mode and it's going to write code but only behind the scenes and you don't really have to know how to write code but it's going to write code which is not very aesthetic on the screen at the Super Bowl. Google knows how to just like deliver like you know here's here's a heartwarming experience here's a positive experience. Let's focus on that. Mike Duda was live live tweeting live tweeting his reactions. State Farm tried really hard. Okay. Draft Kings good spot but not built for the Super Bowl. Toyota continues its long tradition of
Starting point is 00:19:38 kind of kind kind of off super bowl commercials not good we got to talk about the schvedka ad we should pull that we should pull it up yes that's the one that has the fully AI generated they came out wanted to be the first company we're not an AI company but we heard there's a backlash people are calling it love a backlash people are calling it the worst ad of all time they're just saying it's the worst ad ever I do love when a brand just like rolls up to the Super Bowl with whatever whatever whatever their stock ad is like I think that TEMU ad was not a Super Bowl spot. Okay, here's VETCA's AI vodka ever. Let's watch it. Like if I'm watching the Super Bowl
Starting point is 00:20:40 with my kids, I'm just turning it off. The robot drinks the mixed drink and it just pours out all over the issue is it tastes kind of like it should be used in like machinery. Yes, like feeling like a robotic like fluid or something. Yes. Yes. I feel like if you're going to go all in on AI generated video, I want you using the latest and greatest. You got to be nannibal. Banana Pro playing you gotta be really deep. Goldrock says was their marketing budget $6 of Exactly. No, I agree Goldrug. Like they're a really cool and innovative ways
Starting point is 00:21:11 to use AI imagery in a way that maybe it stands out as like, oh, that's obviously AI, but it's cool. Like if you're gonna do the AI thing, like be Harry Potter Balenciaga. Like do something that is iconic and interesting and inspired. Let's pull up Ryan Peterson's Flexport ad. Okay. Looks real so far.
Starting point is 00:21:28 Seriously dad. How did all these jerseys get here? Well kids, let me tell you. about something called a global supply chain. First, jerseys are manufactured, boxes are packed, and logistics company Flexport takes it from here. Then containers are loaded on the cargo ships. Or pulled through the ocean by a hundred pirates?
Starting point is 00:21:47 Not exactly, honey, but if you want speed, Flexport does coordinate airframe. And fighter jets! Actually, buddy, Flexport then gets the jerseys through customs. Back on the trucks. And on the superheroes, fly the trucks to the stadium. And lightning zap. the jerseys onto the players. Yeah, we're being sarcastic, guys.
Starting point is 00:22:09 This is entirely AI. Entirely AI, but this is so good. But it has the nailed the feeling of a classic Super Bowl ad. It was very fun. And it's interesting because he's actually explaining the Flexport business, but in this funny way that you keep asking, like, I mean, I'm sure smart advertising agencies are already doing this, where it used to be that a company would say,
Starting point is 00:22:30 hey, I want to run a Super Bowl ad. They'd go and talk to a bunch of different agencies. they would get a they'd do an RFP and and then and then the agencies would like come up with some concepts that they would basically script out Maybe they add some images or whatever now it feels like the agencies have to actually make a V one an a IV one of the ad Totally and say like here's our five concepts if you hire us will like narrow in yeah and actually Make it higher higher actors maybe not use entirely AI Yeah I can't believe I think he made that like himself I think that he wrote the script and Cut in concepted everything and like actually like prompted everything
Starting point is 00:23:03 which is like pretty remarkable. And I think it all flows from the idea of like having a viewpoint, having an insight, having like an idea that makes sense for the Super Bowl. Parker says, Amazed Apple's finally going for the Spotify juggler promoting the ability to switch easily to Apple music during the Super Bowl. So the Apple Music brand reach during the Super Bowl, I think was number one or number two right up there with Budweiser.
Starting point is 00:23:27 It did very well. I saw it winning awards. Well, we can talk about the halftime show from our point of view since we were there. Yeah. the energy, the production value was insane. Very, very, like, cool, unique looking setup. It was really funny. I was, like, looking away while they were setting up and I looked down.
Starting point is 00:23:44 I was like, they basically created Puerto Rico. They recreated the entire island. They had plants and people in plants, the plants, telephones, buildings. It seemed like the people in the plants couldn't see out very well. And so they had, like, air traffic control people that were, like, moving the plants around, like, yelling. You could tell, they would be. Forward. But the production value was insane.
Starting point is 00:24:02 The energy in the stadium was completely dead. Dead. No one was dancing. It was very odd crap. Actually, no, Dylan Patel was dancing. Yes, yeah. He was going to, he was like, he was so funny because he was going to walk down and sit next to you. And then he was like, he was like, actually, no, I'm going to stand up here.
Starting point is 00:24:16 I got to dance. And then he just started dancing. Dylan, Dylan held it down for everybody. I think the audience of people that go to the Super Bowl, it's a lot of like older folks and they were just not into the new kid on the block, bad bunny. But it really was like a remarkable production. A lot of people, obviously, you know, somewhat divisive online because there are people that were frustrated because they couldn't understand what he was singing about. But from a purely commercial standpoint, I think it makes a lot of sense for the Super Bowl, specifically because a bunch of people that wouldn't have watched a Super Bowl that are international are going to tune in. I was in the moment thinking that it would be great if Apple had their new, like, translating AirPods and you could actually hear in real time.
Starting point is 00:24:59 Yeah, yeah. Let's go to the AI. AI.com. AI.com. You wanted AI, you know where to go. $8 million for a Super Bowl ad. You go to AI.com and asks you first to log in with Google. So you have to give this new website access to your Google account, which is like insane because they're wrapping, they're wrapping open claw.
Starting point is 00:25:18 Yeah, which it's an open claw wrapper. And so I go in there. That's a new company. And I was like, I don't have a single, you know, I have multiple Google accounts. I was like, I don't have a single account that I'm willing to just connect to some, some app that has existed. for yeah so we can't even find the ad online i can't find it anywhere oh it seems like it's an open claw fork of some sort and the domain name was maybe 70 million dollars they say it's 500 for a vibe coded site probably fake but uh funny and okay we got the ad now oh we do okay let's pull
Starting point is 00:25:48 it up do you think this is AI generated because if this ran first before svedga spedga got scooped no this looks like maybe traditional motion graphics i don't know it's hard to tell these days AGI is coming. Get your handle now. So he had a lot of success, clearly, buying Crypto.com. Yeah. You know. Got the arena.
Starting point is 00:26:14 Yeah. He basically owns L.A. Yeah. The difference with crypto is like building an exchange is like somewhat like a commoditized platform, at least in its simple state. I want people to buy crypto. Yeah. In my app in my exchange.
Starting point is 00:26:27 We come here. They buy crypto.com. The difference with AI.com is like I think to actually compete in this domain, your product's going to have to buy crypto. to be insane. 8 million for Super Bowl ads, 70 million for domain, name, $500 vibe coded site, cloud flare basic hosting, priceless.
Starting point is 00:26:44 Yeah, the app did not, or the website did not feel polished. Apparently, OpenAI actually rolled out ads in chat GPT today. Today, let's go. Finally, we bring the gong for them. We beat him to it. We beat him to it. We front. Breaking news, ads have officially launched in chat GPT.
Starting point is 00:27:04 You can go to the free or I believe the Go tier as well and enjoy ads in Chatibati, you'll see probably enhanced rate limits and extended functionality. How much do they exaggerate when you see an ad? They could do a blaring red background. It's very obvious. This is the ad and then this is the content. Will the ads be even at all related to the content? From what I understand, it won't be related to the content because people are going to be annoyed at that.
Starting point is 00:27:31 I would expect it in the future that is. But in the meantime, I think it'll effectively be display ads based on your interest graph, right? What they know about you based on what you've searched in the past. So interested to see this. I'm not going to say anything more. Let's pull up the core weave ad. This ad is controversial. You can't spell anything without AI.
Starting point is 00:27:51 We were meming this too. You can't spell quad without AD. A as an aerospace. I like this transition. This is cool. And it's for nanotech. Navigation. Neuroscience.
Starting point is 00:28:02 Why is simply yes. Yes, to predict the storms to keep people safe. Yes to empowering. There's a lot of good stuff in the A. T is for translation, trading. AI is great at translation. The tools teachers need to educate each kid. In their own way.
Starting point is 00:28:16 That's a weird transition. Age is for healthcare to help keep humans healthier. Home automation and robotics. I is for ideas and the power to grow them exponentially. In. This is for now. The time to never say never. G is for the good we could do with AI.
Starting point is 00:28:31 Genomics. Green energy. sir it's a bubble moon boots gravity for any oh anti-gravity boots that's what it is okay the chance we were built for this core weave the essential cloud so the chance of rapper yes part felt super random i haven't seen or heard from chance of rapper in okay long time yeah let's head over to duncan good will duncan of good war hunting was made as a sitcom with a real genius in the lead and some other so this is AI as well right de-aging I got a genius working for me.
Starting point is 00:29:05 He's such a genius, then why he put ice in his coffee, huh? Come on, Chuckie, I'm just Will Hunting. I'm not a genius. I will marry the first man that can help me with the Fibonacci sequence. How you do it? Don't you have a girlfriend? We're on a break! I don't need her. I get everything I need right here at Duncan.
Starting point is 00:29:30 Hey, kid. If you're still single doing this Boston Stick and working for Dunkin' work for Dunkin'Rank, When you're 50, I'm gonna be very disappointed. Isn't that your girlfriend? It's a cameo central. Yeah, very chaotic. Well, this is my new boyfriend.
Starting point is 00:29:46 How you like these guys like? They really are spamming the cameo button. How many cameos do you want? Yes. Not a great pitch for Dunkin' Donuts? I don't know. Yeah, what's the takeaway? Think about Duncan.
Starting point is 00:30:00 Sometimes all that matters is you get people to think about it. They had fun with it? I don't know. interesting. McCrone posted on Thursday at 11.53 a.m. Pacific that science has found its home. Through France, 2030, we have invested more than 30 million to advance AI and a number of other initiatives. The next morning, I shared breaking. France is going all in on AI with their last 30 million. And they said breaking. Jordy Hayes can't tell the difference between an investment in an A&A. and academic grants for semesters in the south of France. Can we pull this up, guys?
Starting point is 00:30:40 Yeah, here we go. You kind of have to see it to believe it. It's crazy. My original post did... Bully quote tweeted. Yeah, they quote tweeted. And tagged you by name. They're quote tweeting podcasters.
Starting point is 00:30:50 They are. But my post, of course, outperformed. I got a million views, 13,000 likes. They managed to rack up almost half the likes, 300,000 views, not bad. They're saying they're not investing in AI. They're just giving academic. grants for semesters in the south of France. He then shows a, it says hashtag for sure. And then he has, he showed a chart of just foreign investment in data centers. And it's apparently 69 billion.
Starting point is 00:31:20 Okay. It's going into France, maugging the United States. Yeah, we only have 27 of foreign money. Completely disregarding the trillion. What about South Bank? I responded, I'm sorry, but until LVMH is spending 100 billion a year on data center cabinets, it's hard to believe you guys are taking. taking AI seriously. And I honestly think, I know this sounds like really insane. Yes. But in a fast takeoff scenario, you would imagine that France actually getting serious about AI is getting their national champions of all types.
Starting point is 00:31:51 LVMH, even the brands, it wasn't Christian Dior actually owned by a big like infrastructure company back in the day. And so I could imagine the Arnaud's getting getting back in the game at some point. Dornay. Anyways, a lot of fun. No disrespect to France. I think we are just having fun. Well, it has been a fantastic show today. Thank you for tuning in to our Super Bowl review special. We've planted the bomb. We will see you tomorrow. Goodbye.

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