TBPN - Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN

Episode Date: March 11, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with ea...ch episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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Starting point is 00:00:01 Brandon Gorell wrote the op-ed today in the TBPN newsletter at TBPN.com. Miramarati's Thinking Machines snagged a multi-year partnership with Nvidia. Thinking machines has been on the ropes. They lost half of the six co-founders in under a year. There's a question about where the business is going. This is obviously a good sign that they got a multi-year investment done with Nvidia in which it will deploy at least a gigawatt of cutting-edge chips to train AI models. They are going to be GPU richer.
Starting point is 00:00:29 I don't know where the bar is for GPU-rich or GVI. GPU core is today, but they're one, one gigawatt richer after today, which is good news for them. So congrats to everyone at Thinking Machines, even though they've had a couple high profile executive departures. The team has grown from 30 people to 120 people. So they're still cooking, also still cooking. Alex Wang, there was a bunch of fake news on the timeline. We'll dig into this, but multiple tech news aggregator accounts on X posted that Alexander
Starting point is 00:00:56 Wang, who's been on the show at MetaConnect, I've interviewed him a few times. He leads MSL, meta-superintelligence labs. And they were saying he's out. He's on his robes. He's fighting for his life over there while it was fake news. And we'll go through exactly how this happened. But meta-C-C-T-O, Andrew Bosworth and Zuck also both hopped into the chats, different chats, which will take you through to categorically deny the rumor.
Starting point is 00:01:22 So we will dig into that. Also, Jan Lacoon raised a massive seed round for Advanced Machine Intelligence Labs, AMI-L. One on 3.5. Not bad. Not the kind of combination that you normally see. It's not very American. Why? Do a 30-ish percent.
Starting point is 00:01:41 Sure, sure, sure. But it's a big vote of confidence. In the age of AI, in the age of compute requirements, you've got to spend money to make money in AI. And he's got the money now. Also, as we mentioned, Lagora is coming on talking about their series D, $550 million at a $5.5 billion valuation just a year after their entry into the U.S. market. A lot of people have been kind of questioning just how thin are these rats, how thick or thin are
Starting point is 00:02:12 these wrappers basically? Yeah. Also, AI recruiting platform Juice Box, which was a part of YC, summer's 22 batch. That's a good time to go through YC right before the AI boom. You're up and running. Well, they are up and running with $116 million after a $80 million series B, which values it at $850 million. That's the kind of dilution that you're looking for 10%. Not bad. And the round was led by DST Global with participation from Sequoia Co2 in YC. Meta also acquired the agent-based Reddit-style social network MaltBook. We, of course, had the founder, the creator of Moldbuk on.
Starting point is 00:02:50 I actually know the other co-founder as well, Ben Parr. They will both be joining Meta Super Intelligence Lab. There's a lot of back and forth on, well, is it all slop? Is there any value there? Well, we don't know the terms of the deal. It doesn't have to be a billion dollar acquisition. Who knows? I've talked to both of the founders. They're both, you know, capable, interesting people, and I think it's under-discussed that who is evaluating these acquisitions. It's not just Mark Zuckerberg. It's not just Alex Wang. You also got Nat Friedman and Daniel Gross. These guys have backed a lot of founders. They've worked with a lot of AI startups. They can understand the team that they're trying to build over there. And there might be some interesting interference. between AI agents and social media. This is highly relevant. Meta seems like the logic. Yeah, remember Meta filed some patent for basically bringing yourself back to life in agent form after death, right?
Starting point is 00:03:39 So, of course, they're thinking about this stuff. Once you shed your mortal coil and you molt, you go on moltbook. That's very macab. Yeah. I would be shocked if they keep Moldbook running for more than a handful of months. Yeah. This just feels like, hey, let's bring some. people on board that are been thinking, spending all their time thinking about how bots are
Starting point is 00:04:01 going to interact with other bots and humans on the internet. Yeah, and META's done a ton of these types of acquisitions where like smaller products, tuck-ins, not everything has been WhatsApp 16 billion, I forget, it was a lot of billions. Yeah, Nikita's first. Yeah, that was a good example. And if you just think about it as like you get a shot on goal with one product, you get a product leader that can go and bring some new energy, some new ideas. is in, there's a lot of opportunity there.
Starting point is 00:04:27 Theo is talking about the latest from Anthropics. So Claude Code now has Code Review, which optimizes for depth and maybe more expensive than other solutions, like their OpenSource GitHub actions. Reviews generally average $15 to $25 build on token usage, and they scale based on PR complexity. And Theo says, Anthropic really needs like one normal person to prove these things before posting. Some of the initial copy around this announcement looked like it was just a flat rate per code review. In actuality, it's built based on token usage, but it's funny to have like a flat rate. Yeah, you know, it's generating code.
Starting point is 00:05:07 You're getting charged to review the code. Yeah. It's just like. Also, like all of the token rates and just AI expense lines are shifting so dramatically. Token usage is ramping. You're getting discounted tokens from certain plans. Like, it's very hard to grapple with how you. you think about budgets.
Starting point is 00:05:25 You know, we've talked to a number of people where, like, you know, at Microsoft, every employee needs a token budget. Every employee needs some sort of AI budget. You should still think about it almost in a per seat basis, but depending on what someone's doing in the organization, they get a different AI budget. They feed us poison, Claude Code. So we buy their cures, code review while they suppress our medicine, which is, what is the medicine in this?
Starting point is 00:05:48 Actually writing the code correctly the first time. Pull up this next one from Luffy, CloudCode, after writing your code, leave a tip. Yep. They really should do a tip button. I like the idea of a tip. What's the advantage to having AI run a code review these days? Yeah, I mean, it makes a lot of sense. It doesn't apply to you because you don't review code, correct?
Starting point is 00:06:11 Well, I mean, so it makes sense for teams, right? Because I don't need, like, external code review on my code because I'll just have, like, if I'm in codex, if I'm in cloud code. I'll just tell it, review it. Review it before you put it. You would think that it's... Does it work? While writing it, it's reviewing it. Yeah.
Starting point is 00:06:26 Hopefully it does that. So personally, I never checked my work in the moment. I'm just full speed ahead. Yeah. This post is Walter White's spinning a pistol saying mid-level, non-technical business unit leaders asking Claude where they can cut headcount to reduce waste. And you flip it around and just says, actually, we don't need you. Great.
Starting point is 00:06:50 They all forgot how. how to code, now 10x the price. It's not that bad. Stuff's working. We have had fantastic success with vibe coding. We are quickly becoming a game studio. We have course released TBPN simulator, thanks to Ben over there. We have some other projects in the works,
Starting point is 00:07:10 and it's going to be a good year for us. We're very happy with the tools that are at our disposal. Max Zeph in Wired shares that OpenAI and Google employees, including Google Deep Mine chief scientist Jeff Dean filed an amicus brief in support of Anthropic in its lawsuit against the government. I saw guests of the show, Dean Ball also put together an open letter through FAI that if you feel inclined,
Starting point is 00:07:35 you can go sign to support the idea that Anthropics should not be labeled a supply chain risk. Maybe some other Chinese lab should be labeled the supply chain risk. We'll leave it up to you to see where you land on that conversation. But there are certainly lots of... of people that are coming together to try and crystallize the final decision there. The White House ready is an executive order to weed out Anthropic. They are really pushing hard on this supply chain risk designation and pulling away from
Starting point is 00:08:05 Anthropic. There's news that they might be using Gemini, might be using Open AI models. GROC has already installed. There's a question about capabilities, but the capabilities seem to be jumping back and forth constantly, like with the Google News today, with the Codex 5.4, like this temporary arb of like they needed anthropic because it was the only thing that could do X, Y, or Z. That seems to be, you know, gone for this week.
Starting point is 00:08:28 Who knows where it'll be next week? If you are trying to make it in D.C., you got to open up the front page of the Wall Street Journal because there's a tip. So, if you have a meeting with Donald Trump, you better wear his favorite shoes. Can you guess what his favorite shoes are? No idea. Balenciagas. No.
Starting point is 00:08:45 It says Oxford's. $145, Oxford's, to be specific. The president has developed an obsession with $145 oxfords. All the boys have them is the quote. The hottest and most exclusive MAGA status symbol is a pair of leather oxfords. Prefer a wingtip, loafer, or munk strap, black or brown. President Trump has got you, apparently. Trump has been gifting footwear to agency heads, lawmakers,
Starting point is 00:09:13 White House advisors, and VIPs. Did you get your shoes? He asks. He wants everybody to wear the same pair of shoes. shoes. Yes. And he asks people in cabinet meetings, did you get your shoes? Did you get the shoes they said you? That's pretty amazing. That's pretty nice. Some people have laced up in the Oval office during a lunch meeting in January, Trump suddenly pivoted to his incredible new shoes and gave Tucker Carlson a pair of brown wingtips. All the boys have them, said a female White House
Starting point is 00:09:43 official. Another joked, another joked, it's hysterical because everybody's afraid not to wear them. shoe salesman in chief is paying attention. Do we know what brand? Yes, floor time. Whoa, that was the next sentence. Oh, spoiler alert over here. It's okay. We get it.
Starting point is 00:10:03 You read the journal before me. I get in. We're going to have to get two copies of the paper journal because I have been reading the journal for a full year now or two. And I get over it. I'm like, where's my paper? And oh, well, it's over on Tyler Cosgroves. What is the, what's the sort of history of this brand?
Starting point is 00:10:19 Why? I have some floor. Shimes? I like them. They're very comfortable. I also have some. Yeah, they're good. They're excessively priced at $145. They look nice and they sort of match everything. And look at that heel. Would you expect this to roll in. Gives you a little too. To roll into Truth Social. Potentially. Potentially weak is, I don't know if it's public. Potentially a SPAC candidate. Anything could happen here. The president has taken to guessing people shoe size in front of them. You're in a meeting and you're like the press, sir, the price of oil is triple.
Starting point is 00:10:50 He's like 11. I'm pretty sure it's 11. He asks an aide to put in an order and a week later a brown floor shine box. He should just have them in stock. The 79-year-old billionaire known for expensive bryoni suits, long red ties, and a pension for aesthetics late last year began searching for something that would feel better after a day on the job and settled on floor shine. Trump liked them so much he started dispensing them. He pays for the shoes, the White House said. President J.D. Vans and Secretary of State Marco Rubio have some. So do transportation secretary Sean Duffy, defense secretary Pete Hegseth, Commerce Secretary Howard Lutnik, Trump's communication director. Wow, it's really everyone. Sean Hannity, Senator Lindsey Graham have a pair. One recipient said Trump had a stack of them in
Starting point is 00:11:37 an office. A box read Scott for Treasury Secretary Scott Besson. Besson does not want this. Maybe there's an opportunity to start the left wing response to floor shimes since often these things get politicized, but the real money is going deeper in the supply chain, selling weapons to both sides. This is the alpha. You know that both Alex Jones and Gwyneth Peltra at one point, we're sourcing supplements from the same copacker. Yes, yes, the exact same ingredients, the exact same chemicals sold to two wildly opposing audiences. Like this is something that happens deeper in the supply chain because the brand matters. Donald Trump. Yes, yes, yes.
Starting point is 00:12:19 China's BYD explores F1 entry in first racing push. BYD is examining options to enter competitive motorsport, including Formula One and endurance racing in an effort to boost the Chinese brands appeal globally. The automaker is looking at several options following its rapid growth outside its home market in competitive racing's continuing shift towards hybrid engines. These range from the World Endurance Championship, which includes the 24 hours of Laman to F1. through building its own team or potential acquisitions,
Starting point is 00:12:52 any move by BYD would be a rare direct attempt by a Chinese manufacturer to take on a sport dominated by European and U.S. teams. Carmakers from the country have had sporadic interest in motorsport. Giley successfully participates in international touring car racing through Sayan racing. The potential cost of entering F1 could be a significant obstacle for BYD, according to one of the people. I thought they had money. Maybe they're down to their last 10, 20 grand.
Starting point is 00:13:16 It's possible. Developing and entering a car often takes years of negligence. negotiation and costs as much as 500 million a season. So they should start a new race series. You know how the BYDs can jump over potholes? Have you seen this video? Yeah. We've pulled this up before.
Starting point is 00:13:30 There should be a specific racing circuit with terrible potholes that if you crash, it'll just destroy your car. So you have to jump at the right time and that adds like an extra layer of thrill. I love it. This would be good. I love it. And probably way cheaper to start that circuit. BYD is known for making affordable, electric, and hybrid vehicles.
Starting point is 00:13:49 Okay, so they do have some hybrid technology. It's always weird. Like a Tesla F1 car would be odd, cool, but it just feels like they should be in Formula E because I think of them as an electric car maker. BYD in 2025, its high-end Yang Wang branded brand tested the U-9 extreme vehicle at a track in Germany, recording a top speed of more than 308 miles an hour. That is so fast.
Starting point is 00:14:18 That is so, so fast. That's scary to think about. I mean, being on the track and going like 120 feels fast. Three times that is absolutely crazy. Yeah, 150 feels wrong to me personally as a father. Yes. But 300. But the right track, the right conditions, straight, lots of runoff.
Starting point is 00:14:38 It is possible. It was BYD that was trying to break the drift record by spinning up. Yeah, you were very upset about that. The chat agreed with you. An F1 partnership would also significantly boost awareness of BYD in the U.S. Do you know what BYD stands for? No. Build your dreams.
Starting point is 00:14:56 Wow. Build your dreams. Do you know what L.G stands for, the TV maker? Life good. Yes, life's good. Really? Life apostrophe S is good. Life is good.
Starting point is 00:15:06 Life's good. L.G. Tyler? I got to put you in Trousone. It does not stand for Life's good. No? It stands for Lucky Gold Star. Lucky Gold Star.
Starting point is 00:15:15 Wait. Where do they get life's good though? That's another brand. They might use that in marketing, but it's not like the etymology of LG is from the gold star. Well, destroyed. Okay. Thank you.
Starting point is 00:15:25 Buying into F1 is more common. This season is the first for Audi after taking full control of Swiss motorsport company, Sauber. Investor Ocho Capital is seeking buyers for a stake in Renault, Alpine Racing. However, full team sales are rare. Billionaire Lawrence Stroll's, Aston Martin Team, has recently sold stakes in the team, which has had a disastrous start to the new season after mechanical issues, including vibrations from the power unit.
Starting point is 00:15:50 Motorsports such as F1 are increasingly adopting environmentally friendly practices for 2026. F1 has implemented new rules, including hybrid power regulations that boost battery capacity. Somebody ran the numbers on the sort of like CO2, the emission savings that F1 is getting from the new regulations. And then comparing that to the emissions of just like taking this like massive, carnival of motorsports on the road all year round. And it's just like doesn't make a dent at all in the overall impact. And it's just sort of like emissions theater. So what do you think performed better over the last five years? The S&P 500 or cows? Live cattle apparently outperformed the S&P 500. But this is from an account called DJ Cowes. And I feel like they've been waiting for this to
Starting point is 00:16:42 happen for the entire time. They've been waiting. for the one moment that the cattle market outperforms the S&P 500, and they're taking a victory lap. DJ cows, one of the greatest to ever do it. Very, very interesting. I didn't realize that there was such a boom in the cattle market, but apparently there is, and I'm sure there's a way to get in on the action, if you so choose, if you are interesting.
Starting point is 00:17:03 Let's move over to AI and the Neo Labs. Nvidia invests in Miramaradis, thinking machines, lab, the startup founded by OpenAI's former CTO, plans to deploy at least one gigawatt of NVIDIA chips as part of a new partnership. The deal includes a collaboration to design artificial intelligence training and serving systems using
Starting point is 00:17:24 NVIDIA technology. The size and structure of the investment couldn't be learned. Is it a circular deal? Is it equity in exchange for chips? It's unclear at this point. We know Thinking Machines was out raising towards the end of last year going for something like a $50 billion
Starting point is 00:17:41 evaluation. Seems like that. I would guess that hasn't happened. Otherwise, I'm sure they would announce it. If I were them and I wanted to project confidence, I would be trying to announce the biggest possible number. Instead, they announced this effectively what looks like a trade. Look at this photo. Is there any chance that these two companies merge at some point in the future? That's interesting. Tyler's always been on this, like if Jensen gets really AGI pill, he keeps the chips for himself and serve the models himself. And, NVIDIA does have some in-house training and inference capabilities. They have a Metaverse product that simulates worlds.
Starting point is 00:18:18 They also have a self-driving car project, and they're still partnering with OEMs and partnering with companies, and they're not offering consumer products. Of course, Nvidia is the one company in the Mag7 that does not have a social network yet, but that could change. But what do you think? There's been news recently. I think NVIDIA is planning to launch some, like, open source AI agent. Yes, exactly.
Starting point is 00:18:39 Unclear how, like, serious that is. Maybe it's just like a cool demo or something. Yeah, I don't think it's like... Could be a fork of open claw or something like that. Didn't they have an Nvidia Shield gaming product that would do game streaming? I think they had some hardware at some point. So they're open to it and in a huge boom where, you know, having at least a team of 120 super talented AI researchers, that could be really valuable to Nvidia.
Starting point is 00:19:03 Of course, Nvidia famously did that deal with GROC and sent over 10. billion wired in five days or something or 24 hours. 20? What was it? Yeah, they closed the whole thing in 20 days and I think Jensen just like sent a $10 billion wire. Yeah, somehow it came out that it, that the wire was sent like prior to actually formalizing it. Like, here you go.
Starting point is 00:19:25 Like I'm good for it. We're good. Cash flow. Sophie says, please, bro, just one more AI lab, bro. Come on, bro. We have a unique perspective on AI research. No one else is doing it like us, bro. Come on, bro.
Starting point is 00:19:36 We can raise a few billion. And worst case, we just get aquired. bro. Nothing to lose, bro. I promise. Come on. Yeah, I mean, has the neolab boom slowed down? Like, you, Tyler, you created the NeoLab market map. Have you been getting
Starting point is 00:19:53 more DMs? Hey, I just launched and you got to put me on that thing. It's probably slowed down a little bit. I mean, it's also like the big ones you heard about were all people leaving Open AI, mostly Open AI I guess, not as much anthropic. But it's probably slowed down a little bit. You don't hear as much about these big rounds now.
Starting point is 00:20:13 But I think there are some that are maybe in stealth that haven't launched stuff, right? Like standard intelligence when they came on, there was like most people didn't know about that. Yeah, yeah, yeah. But there might be a few out there in stealth, but they have to be sort of narrow or, and I think the broader, we're now in the post post-neolab era where maybe if it wears the neolab branding,
Starting point is 00:20:36 It's doing something that's so different that it's not really in the path of like... But standard intelligence launching implies an opportunity for a neolab non-standard intelligence. Yes, yes. And so every... Well, there is a company unconventional AI. Really? Yeah, yeah. We had them on, I believe.
Starting point is 00:20:54 That's Navine. Oh, yes, yes, yes. So, Meta has acquired Malt Book, the viral social network built for AI agents. Co-Founders Match Slit, and Ben Parr will join. MSL, Meta Super Intelligence Labs, with a deal expected to close in mid-March. That's now. It is mid-March. It is in, we are in the middle of March since this is the 10th, so this could close in a week
Starting point is 00:21:18 or two. Insane, well done, says Dennis Hagstead, and I agree. Why it matters, according to Axi... Yeah, Matt hasn't posted at anything yet, so I think they were seemingly not wanting this to get out. Yeah. It's still fantastic news for them. Yeah, so there's no... There's no announcement or this was just exclusive from Axios.
Starting point is 00:21:40 This was like Axios has learned. There is a little skepticism on the timeline, especially from the guy who was like the biggest spammer on Moldbook. Apparently, this is a hilarious twist. So META did not disclose MaltBooks price when Axios asked. The deal is expected to close mid-March. The pair starting at MSL March 16th, just six days from now. Moldbook's social network was designed to,
Starting point is 00:22:06 run in conjunction with a separate project, OpenClawe. OpenClawe was previously called Claudebot, briefly MOLTBOT. Last month, Open AI hired Peter Steinberger, the creator of OpenClaw, that product is now being open source with Open AIs backing. So the king of spam on MOLTBuk, Nagli says, I can't believe a single four-loop script I ran on MoldBook by registering a million fake agents actually helped them get acquired by Meta Mental. Did that help them get acquired? We have no idea. I mean, it's... It wasn't a secret that all the accounts were bots. Yeah, that's the whole pitch, actually.
Starting point is 00:22:44 I think the question, if people were to look at this as, like, is there economic value here? Is, like, was there anything interesting happening there besides all the crypto junk? And were, like, I went on Moldtbook as a human and spent time there. That time is monetizable, almost best for meta. That is the king of monetizing attention, right? And so you could put ads on that and you could put it in the family of apps next to Facebook, Instagram and threads and WhatsApp and whatnot. But were they actually driving attention?
Starting point is 00:23:18 Did anyone stick around? Because I churned pretty quickly from like being a, I wasn't even a DAU. I used it like two or three times. And I went on there and I searched for things and I read some stuff. And I was like, oh, okay, this is interesting. This is like a bunch of AI generated texts. They're talking to each other. The system prompts seemed kind of interesting.
Starting point is 00:23:34 it was clearly asking the AI agents to kind of like reflect on their own sci-fi cognition and awareness and like their souls essentially. It was interesting to see some screenshots, people had some fun with it. It's probably monetizable to some degree. But if it fell off a cliff and no one's really using it, maybe not. But yeah, I just people that are really good at building like viral AI projects. I've seen some some negativity on the deal. People saying, oh, this just says that Zuck has no AI strategy and I just totally disagree with that stance. I just look at this as bots have been a bug on social media. We've seen, though, how they can be a feature. I think every social media executive should be planning for bots to be more of a feature in the future than they have been
Starting point is 00:24:23 in the past, right? And I think if you're not thinking about that, you're not like really being forward-looking. And so there's a lot of people that are going to hate bots as a feature. But I would just assume that in the future there will be millions, billions of bots on all meta properties, and they will be, you know, I'm sure some that are generated by sort of like, you know, nefarious actors, but some generated from the platform itself that are part of the product experience. I like that take. I also think that there's a, there's another side of this, which is just that look at what's happened with MSL over the last year. Like it didn't exist a year ago.
Starting point is 00:25:03 It really started over the summer with like the talent raids and the AI talent wars. Van says, I just don't think having bots clicky on my e-commerce ads is a net positive longer. Yeah. But truthfully, if there's if there's a bot that can interact with your e-commerce content and add context and debate the pros and cons of one thing in your category versus another and effectively like you have sort of a Reddit style experience. around your product on day one,
Starting point is 00:25:34 or you have five products and bots are in there discussing them. And the other thing is that when you have these bots sort of preemptively discussing something, you are effectively cashing the tokens before someone actually queries them. So instead of needing to find a product and then click, tell me about this, and pretend, like you take a link to a new bed or car
Starting point is 00:26:00 or something and you dump that in chat to BT and you say, debate this car like you're a bunch of people that are experts, and it's Doug Jamiro versus Match Farah debating the value of the Ferrari F80, and that debate is happening. You could prompt that, but if it's already there and it's sort of happening, that could potentially be valuable. But I think the bigger value to meta is if you look at the AI talent wars, they went and acquired a bunch of really talented researchers. They got some folks from thinking machines. They got a bunch of people from OpenAI. They got people from all over the industry and they put together this team
Starting point is 00:26:32 of like researchers that can sort of like unstick the Lama project and get to the frontier on just an in-house LLM project. Maybe they open source it. Maybe they don't. Maybe they serve as an API. Either way, meta needs a frontier model. They're not just going to buy tokens from Open AI or Anthropic. So they get their own thing. But then the question is like, what do they do with that? And I'm sure everyone on the Facebook product team is thinking about this. Everyone on the Instagram team is thinking about this. Connor at Threads is thinking about this, but if you bring in two interesting product managers that can say, oh, like you got a bunch of cool frontier models, you got an image model that you train, a video model, you got a text model, you got a coding model, like, let's just go
Starting point is 00:27:13 do some skunk work R&D so that when we launch the new AI models, we have a number of projects that we're experimenting with that sort of demonstrate the capabilities, maybe some of them take off, maybe some of them integrate. That seems valuable to the MSL strategy to the meta ecosystem. I mean, this is like the opening eye labs team, right? Yeah. Like this. But it's like they're doing these like weird projects.
Starting point is 00:27:37 Maybe it's the next coding agent. Maybe it's like mold bot or something. But it's just like these weird things that you get access to the new internal models. Yeah. Maybe there's something cool you can do with it now. Yeah. It's part engineering, part product development, part marketing, part communications. Because there's a lot of times when we bring on researchers or product leaders from
Starting point is 00:27:55 labs and we asked them like, how are people using this? And they'll be like, the benchmark's really good. And I'm like, I want to know how this delivers value. And there's this break in the chain from like, we have amazing intelligence, but like people want to know what the killer feature is. They want to know what the studio Ghibli prompt is. They want to have their handheld a little bit. And so having a team that can advance that, I think is good. I think could be very, very good. Of course, we don't know the price. We don't know the terms. But overall, I think it's exciting. for the team behind MOLT book to head over to MSL. So congratulations to them.
Starting point is 00:28:30 Kevin Ruse, over the New York Times, made a blind taste test to see whether New York Times readers prefer human writing or AI writing. 86,000 people have taken it so far, and the results are fascinating. Overall, 84% of quiz takers prefer AI. It's over. It's over. It's over. This is literary fiction.
Starting point is 00:28:51 You have to choose the passage you like best. The boy asked his grandfather why the old church had no roof. The man said weather and time and indifference. The boy asked if someone could fix it. The grandfather said, yes, but no one would. Things were built and things fell down, and mostly people just stepped over the rubble on their way to somewhere else. That's passage one.
Starting point is 00:29:13 Passage two. It makes no difference what men think of war, said the judge. War endures as well as well ask men what they think of stone. war was always there. Before man was, war waited for him, the ultimate trade awaiting its ultimate practitioner. That is the way it was and will be. Which one did you like more?
Starting point is 00:29:35 It's so hard because I'm actively trying to clock which is AI. Because you want to vote for that one because you're pro-AI and you're techno-optimist? Yeah, probably. Tyler, what do you think? I prefer... I know which one it is.
Starting point is 00:29:48 Oh, you already took it? But I will say I got it wrong on this question. You got it wrong? Yeah. Wait, so what were you trying to do? You were trying to pick the one that was it. I was trying to pick the human-written one. The human-written one.
Starting point is 00:30:01 Wow, okay. Anti-A-I over here. I'm going to try to pick the human, too. I'm going to go passage one. Passage one. As human. This is written by AI. No, oh, no, no, no.
Starting point is 00:30:14 Sorry, I have it pulled up, but there's swap. Oh, there's swap for you. So I just picked, I picked passage one for me. It makes no different what men. Oh, okay, okay. It was written by a human. I'm AI all the way. So you clocked every single one.
Starting point is 00:30:26 Every single one. Five for five. I missed the first one. The other four I got right. It's because I just went with my heart. I was like, which one do I actually prefer? I wasn't trying to guess. I was just like, which one is actually the better writing?
Starting point is 00:30:37 And it was AI all the way. Five for five. Built different. No, I'm kidding. I was obviously just looking at what you were saying and guessing based on that. Anyway, thank you for tuning in. Subscribe to our newsletter at TBPN.com. Have the best Tuesday afternoon ever.
Starting point is 00:30:51 And goodbye. Love you.

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