TBPN - X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN

Starting point is 00:00:01 We're talking about the article apocalypse that's happening on X. Will it slop up the timeline? Will the algorithm handle the flood of AI generated content that will be slopped up in the timeline? We will see. We will dig into it. We will discuss it. We'll also try and understand what is going on with Nikita Beer strategy. What's the strategy at X?

Starting point is 00:00:23 Will this growth, this growth hack work? So this all started with Nikita Beer on X. He said, ladies and gentlemen, we are giving $1 million. to the top article posted on X, you have two weeks. And very, very different structure. They thought, there's already, there's so much AI generated essays on X. Let's do. Why not make AI generated essays lottery tickets?

Starting point is 00:00:47 Lottery tickets. Let's turn them into lottery tickets. I like it. I mean, they're definitely paying out more than a million dollars in creator payments across all the little $100,000, $1,000 checks that go out to folks. You have to imagine. But running a sweepstakes, I mean, that's time honored. What's not to like about a sweepstakes?

Starting point is 00:01:04 It's great. Nikita's kind of taking two sides to this. He says, it's time to write, but also he tells everyone else, please bear with article Armageddon. My question was, what's the strategy here and what will the outcome be? The Elon taking over felt like, okay, it's an entirely new day. Everything's moving away faster. Now, some of those projects had actually been in the works for months or

Starting point is 00:01:29 years before. I think Community Notes was the big one, where the Twitter team had been building that infrastructure for a while, but they were just moving slowly. They had 5,000 people working on it for over five years. Probably, something like that. 2023 was a big year for

Starting point is 00:01:45 expanding character limits. They'd also previously acquired this Dutch startup review, which was a direct competitor substack, but that product was shut down in less than two years. Like January to January, they only made it two years. Never really got it off the off the ground. And I think it was because it was sort of counter positioned with Twitter.

Starting point is 00:02:02 It was kind of like always, oh, well, if we get people on the review platform, they'll leave or they'll take their audience elsewhere. It ever really felt. Yeah, and I don't know that a lot of people had some incredible faith that, hey, I want to build my business on, like a Twitter like. I mean, even pre-Elon, there had been companies, startups that had built on the Twitter API, which had gone through a number of version changes. Elon made some more extreme changes to that. plenty of times when people would build businesses like too closely to any platform really and then they get steamrolled whether you're you know zinga building on building farmville on Facebook and then they change the algorithm or they change the integration and all of a sudden your

Starting point is 00:02:41 growth engine's just gone this happened with T-spring they were selling custom t-shirts you know they've been working on on making X a more literate long-form platform for a while 2023 we need to teach our users the english language we need them to read more than you know 180 characters So they've obviously done a ton in video. They've never really leaned into a video library like YouTube. Like I used to cross post my YouTube videos on X. Sometimes there were length limits for a while. Then they got rid of those.

Starting point is 00:03:11 So I could just actually copy a 25 minute YouTube video, put it on X. And it was cool. People wouldn't watch nearly as much as they did on YouTube. And there was no catalog value. That was like the really weird thing. Was that on YouTube, like my old videos that I haven't uploaded an over a year. and my old videos are still probably getting like, I don't know, half a million views a month,

Starting point is 00:03:31 just because people are, every day, they search, like, what's the history of Anderol, or what's the history of Ramp, or what's the history of Siegian Ping? Well, and they're evergreen content, so it just continues to get served. Exactly. And then once someone watches one of my videos,

Starting point is 00:03:43 they watch five more, and part of that, if you want to be a serious video platform, you need to be, like, have, you know, actually incentivizing people to watch on TV. Like so much of YouTube watch hours happen on TV.

Starting point is 00:03:55 Yeah, yeah, yeah. And X, I think, has a streaming TV app, but it's certainly not, doesn't get a lot of love. Continuing with the long post journey that X has been on, 2023 was a massive year. February took it from 280 characters to 4,000 characters. That's more than I need for most of my posts. I don't think I've ever posted anything longer than that.

Starting point is 00:04:16 April expanded it to 10,000 characters, and finally in June they maxed it out at 25,000 characters. That's longer than most blog posts. that's around 4,000 words, maybe a little bit more. And you can still thread these posts together. So I was always wondering, like, why does articles exist if long posts are so long that you can put 4,000 words there? And now I think that essentially articles are first-class citizens in the algorithm.

Starting point is 00:04:44 And there's really no downside. Zach Foll had a great idea. He said, Grock, summarize this article in 280 characters. Don't make any mistakes. Thanks. So if you really yearn for the days, the pre-article era, just respond and tag rock into every post and have it turn it back into just regular old-fashioned. 140 characters, no even shorter.

Starting point is 00:05:05 So when articles launched in March of 2024, it didn't really hit for me. Like I was not like, oh, I got to jump on this. I got to post. You know, we started doing the newsletter in 2025 mid-year. We started cross-posting. Articles were available. I think we might have tested one or two as an article, didn't really see a difference. So just kind of stuck with the long posts.

Starting point is 00:05:25 So my pieces are usually around 5,000 characters. They fit fine in a long post. Oh, yeah, we're getting 10x more views now that we're using articles. It's kind of the same thing. But it does seem like an interesting format that maybe they will surface. I think it's a better experience as a reader. If you take advantage of the formatting, maybe, but and you're doing bullet points and bolding and italics.

Starting point is 00:05:45 Yeah. Embedding posts. Yeah, embedding posts is cool. And also images in the, I saw one that had like graphics. and it read almost like a like a strategic piece. It had embedded images and stuff. It was cool.

Starting point is 00:05:57 So strategically, this big article push, it feels like another shot at substack, but I don't know that anyone's gonna be rushing to get off of substack based on this because the value of substack, the value prop is that you own your email list. So you have a direct relationship with your audience, and you could take that anywhere.

Starting point is 00:06:19 You could leave at any time. You can even take your Stripe account with you. which is a crazy thing. It's so creator friendly. And substacks made that their brand, and they built a great business around it. And long term, I think substack should probably figure out how to build some sort of ads product

Starting point is 00:06:36 that can run across all of the different substacks, because that would probably put a total TBPN victory. It would, it would. They've been very anti- ads. But I just see, like, what does it take to get substack into the Snapchat, Pinterest, Reddit, category, sort of like DACA corn category. And you imagine that for a lot of these,

Starting point is 00:06:57 like if you're, they're clearly trying to push people into the substack app, but even just embedding ads here and there, it could be done tastefully. I think it could be done in a way that's not too abrasive. But I think just from a business perspective, it would make sense and really open up, to some big, big dollars. You had kind of a rough theory that maybe there was some logic

Starting point is 00:07:17 to doing this just for having new training data. Yeah. So there's this idea that, you know. Somebody untitled in YouTube chats is the data is worth 10x more than one minute. There were a few people that were mentioning this. Talk about a company that feels very immune to vibe coding. Plad. You don't want the, somebody comes to you and they're like, I got Platt, but I'm going to charge you half as much.

Starting point is 00:07:40 It's like, I'll take the, I'll take the real one. I'll take the storing and processing my customers financial information. Yeah. Noah in the chat says, I don't want to read substack without ads. So that's there we go. That's advertising strongest soldier. So the question is like you put out this million dollar bounty. How many people will show up?

Starting point is 00:07:59 How many articles will actually get posted? I am seeing a lot of articles in the in the feed. It's also hilarious when you see like a Fortune 500 CEO post an article. She's like, oh damn, are you really down and you need a mill? Like what's going on buddy? And it's like, no, they're just like, they're just posting news and they just need to get something out

Starting point is 00:08:16 so they use an article. Yeah. that they're like, oh man, the million would change everything for me. Yeah, it's what I need, it's what I need. But Tim, Tim Cook, starts dripping articles. He's like, I need to, I can't be like within the same. We're not going to do a keynote this year for the new iPhone. We're dropping an article and we're releasing it nine months early.

Starting point is 00:08:40 The question is, is the data valuable? So a million dollars, how many people will show up, how many people will play the game, how many people will buy a lottery ticket by writing original articles that go viral? I mean, I've been seeing so many people quoting articles, sharing them, and say, you need to read this. It's incredibly well written. Sure. And then I tap in, and it's just obviously. Slop. Slop.

Starting point is 00:09:03 Doesn't seem like anyone's going to be bailing on Substack today to move over, but there is just valuable. And then there's also the question of like, so you're probably not going to get your own audience list on X, but will you even? be able to monetize with subscriptions. X does have subscriptions, but Substack has a way more like built out. I wonder what the, I wonder what the monthly revenue is for the person that's utilizing subscriptions the best, right? Oh, yeah. He's the highest earning subscription driven creator. But the interesting thing is that Substack offers more than just a one-time subscription monthly. You can pay annually, get a discount, participate in the live stream, get the chat.

Starting point is 00:09:43 And then there's also like business plans, group plans. So they just have a way more mature product catalog when it comes to monetizing a customer list or an email list. And then obviously you can take them elsewhere. If you're like, look, my newsletter product has grown so much that I have like enterprise level needs. I have to be off substack. You can go and build something from scratch that does exactly what you want. How did you conclude?

Starting point is 00:10:07 What was your takeaway? My question was, so I don't see anyone who's a writer online who's on substack being like, okay, now's the moment. A million dollars on the table. I'm shutting down my substack and I'm going over to X exclusively. But a lot of people crosspost, that's what we do. I think a lot of people, if you have a free, if you have a substack that's part free, part paid, post the free part on X.

Starting point is 00:10:28 Why not? It's all upside. It's just more attention that can actually get you into funnel. I believe that the posting of the articles on X has been additive to our substack list. I think this has been net growth. I don't think people have been like, oh, I'm unsubscribing from TBPN's newsletter because I'm getting it on John's random. Twitter feed that may or may not surface to me in the algorithm. So I don't think X needs

Starting point is 00:10:49 writers to go all in. I just think that they want more copies of the best writing to make their way to X. And so if you have a great YouTube video, they want you to share it on X as well, so then they can surface that to people. If you have a great piece of writing, put it on X as well. And I think this does that, and I think they'll be successful there. Yeah, the question, I mean, if they're really successful and you have like YouTube for long form writing, like the UGC platform for long form writing, it's probably a a solid business, but it's not going to be a juggernaut like YouTube, specifically because it's not going to monetize nearly as well. I want your take on whether on the actual article

Starting point is 00:11:27 experience. I was chatting with some folks who have really, really big on Twitter, a little group of folks who are all well over 100K, I've gotten there back in like the thread era. They were like thread guys basically. And they were saying like, I don't think Nevaal's how to get rich without getting lucky thread would have worked as an article. the fact that it was all these bite-sized pieces, like that's, that was what was special. I think personally that meta has sort of died, and we haven't seen that work. What do you think? Coming back and just unironically ripping threads.

Starting point is 00:12:00 Why not? Zig, do you miss threads? You mean just like, like, do you miss that error at all? Can you remember any iconic threads other than Lulu's and Naval's? Noval is the main one that I remember. I probably scrolled a few threads. I actually did have a thread that actually blew up my account. So I was at 10,000 followers.

Starting point is 00:12:21 Is this the Alaska one? No, that was not, that got me unfollowers because I posted about bringing tech. You know, I was early on the let's leave California train. And I said, we got to go to Alaska. We're not going to Miami. We're not going to Texas. We're going to Alaska. Because if you have runaway global warming, it's going to be beachfront property up there, baby.

Starting point is 00:12:41 It's going to be 72 and sunny every day in Alaska. Palm trees. Alternatively. If we solve global warming, we will have unlimited nuclear power. You will be able to heat, air condition, do whatever you need in your Alaska compound, because you will have a one megawatt nuclear reactor dropped on your doorstep, and you will have unlimited power, and you'll be lounging in a beautiful scenic mountain retreat, perfectly temperature control.

Starting point is 00:13:05 And Alaska did not like that. They did not like that. I got a lot of DMs from a lot of people showing me their guns, saying, if you come up here, California boy, there will be consequences. And it was a rough day on the Internet. I had to lock my account. So I closed out saying that, you know, maybe there's a, you know, article apocalypse. I'm not really seeing it.

Starting point is 00:13:21 I think the algorithm is pretty well equipped to handle stuff like this. People always seem grumpy with X generally and honestly Nikita specifically a lot of times. We should talk about XAI. Oh, yes. What's going on with XAI? So, Ty Morse. Yes. Did a podcast with Sulawan Khan Gori.

Starting point is 00:13:40 Yeah. Who was previously at the time when the podcast was done. Yes. He, of course, was working at XAI. He came in. He talked about WTF is happening at XAI, predicting bottlenecks, bootstrapping off the Tesla network, how Elon deals with fires, what it's like working at XAI, cybertruck bet with Elon, how they built Colossus, how XAI hires, experimentation, how Elon recalibrated his timeline estimates. No one tells me no. That's important.

Starting point is 00:14:10 That's a wild one. why the fuzziness between teams is an advantage, testing human emulators as employees, biggest blunders, what a meeting with Elon is like, how Elon gives feedback, figuring out what is truth for Grockopedia, what happens when Elon sees wrong GROC outputs on X? Massively viral, by the way, four million views just on X. I'll start by saying that this is fantastic content. Beautifully shot. Well, that.

Starting point is 00:14:36 Very well done and great content, right? People are so curious about what's happening at XAI, right? We want to understand, you know, how they're approaching different problems. And Elon talks about it in such high level. He's talking about AI, AGI, super futuristic. And then he'll give little details on like some massive buildout that he's working on. But he's not one nitty gritty. One small problem.

Starting point is 00:14:57 Yes. Usually a $200 billion company likes to control who out, who's going to go out and do a tell all about the company. Yes. And specifically with Elon companies. Yes. If you hadn't noticed, there's not a lot of. of people that work for Elon companies that go and do the podcast circuit and go talk about everything going on. The funny thing is I didn't catch all the interview, but they talk about

Starting point is 00:15:20 how like HR in general is like not super formalized at the company. And so you can also imagine that like PR and the media relations team is not super active. Maybe nobody in HR said, hey, don't go do it an hour long podcast. What happened, ultimately, Suleiman, uh, He said he's left. He left. We don't actually know what happened. But it is odd to go do an hour-long interview and then quay. Anyway, so I think like good intentions potentially took the concept which he talks about in here.

Starting point is 00:15:53 No one tells me no a little bit too far. I posted it earlier. You can't even share the internal secrets of your AI lab on a cinematic podcast in this country anymore. The speculation is that this is the result of the interview he gave where he said XAI intends to run 1 million human emulations, a digital version of Optimus for online work, which will be powered by leasing compute from Tesla owners when the car is parked and charging. That's an interesting development that we actually haven't heard about before. This idea that you have a pretty advanced AI chip doing self-driving in the Teslas.

Starting point is 00:16:28 They're just sitting there overnight. Why not do some inference and lease that back? Why is it a digital version of Optimus? Is it going to be sitting there in the corner, like, clipy? I mean, I think realistically it's probably just like agentic rollouts. So if it's for online work, it's like, what are a bunch of tasks that you could, you could like turn grok loose on everything from like, you know, the classic like order door dash in a simulation, try and buy something on Amazon in a simulation, all these things that

Starting point is 00:16:58 require moving around on a screen, doing computer work, using Excel, building stuff, writing code. So a life lesson there. Let's go over to Ben Affleck. Ben Affleck. He went on Joe Rogan and gave some very good takes on AI. There's some discussion over how good of takes they are. But I ran into somebody that said that they met Ben Affleck. They were like a proper AI researcher and they said that they met Ben Affleck and he used compute as a noun. And they were like, yeah, that was impressive. Like he's talking about like scaling compute. He's actually very, very deep in this. Ben Affleck is not a doomer. He's actually pretty white-pilled. And he's a It seemed like a really good interview.

Starting point is 00:17:35 Ryan says what if he's just acting. If you try to get ChatGBT, BT, or Claude or Gemini to write you something, it's really shitty. And it's shitty because by its nature, it goes to the mean, to the average. And it's not reliable. And it's, I mean, I just came to stand to see what it writes. Now, it's a useful tool if you're a writer and you're going, ah, what's the thing? I'm trying to set something up or somebody sends someone a letter, but it's delayed two days and gets, and they can give you some examples of that.

Starting point is 00:18:04 I actually don't think it's very likely that it can it's going to be able to write anything meaningful or in particular That it's going to be making movies like from whole cloth like Tilly nor like that's bullshit. I don't think that's gonna happen I think it's not I think it actually turns out the technology is not progressing in exactly the same way they sort of Presented it and really what it is is gonna be just like sort of visual effects there was a line in here Yeah, there was a line in heroes like that is a Carpathie line like he definitely heard this from I'm Carpathie. He's listening to Dorcasch for sure. For money, I can't. You can sue me, period. It kind of feels to me like the thing we were talking about earlier, where there's a lot more fear.

Starting point is 00:18:42 The whole idea of like these models being made, that's not quite true. I mean, it's hard with like to develop a reinforcement learning environment with a verify a reward for like a great script that will break through because even the great script writers have flops that are unexpected. Literally everyone thinks it's great and then it goes out and it just is a box office bomb. Later, he actually makes a stronger case, I think, because they're talking about Dwayne the Rock Johnson in the film The Smashing Machine. And Matt Damon is recalling an interview that he did with Dwayne Johnson about one of the most climactic scenes

Starting point is 00:19:20 in the Smashing Machine. It's very emotional. And he asks Dwayne, how did you pick this motion? He pulls up a sheet because he's sad. And like, what were you conjuring? What were you drawing on to create? create that experience as an actor and bring that emotion to the screen because Matt Damon's saying, I love that, I love that scene. I loved your performance. Where'd that come from? Because you're...

Starting point is 00:19:44 Was he thinking about content without ads in order to draw on this sort of like deep, sad emotion? Yes, yes. That might be what does it for you. But I mean, Dwayne Johnson gave like a very emotional response about a family member who was diagnosed with cancer and he was in the room when she got the news. And so her reaction, he was like channeling that. It was very emotional. and then the other one was, I think, about another family member who had substance abuse issues. And so it was just this very unique blend of human experiences that he was able to bring to bear. And I continue to think that the lore and the storytelling that happens outside of a piece of content is as important as the actual content in many cases. This was the same thing with art and the NFT boom. It's not the scarcity is important, but the storytelling. behind the art piece is a lot of it.

Starting point is 00:20:37 People like a Van Gogh because they know about him cutting off his ear and all this history, and he's in all the history books and everyone just knows Van Gogh. And yes, you could go. Even with cars, right? A car is worth more if the previous owner had was significant in some way. Yes, yes, yes. Steve McQueen is going to sell for more. And I think that for certain storytelling elements, for certain stories, that

Starting point is 00:21:03 lore of like who this person is and their likeness. And then he also makes a really good point that it's like, yes, you can, I mean, you can obviously generate something that looks exactly like a Van Gogh right now. You can paint it with someone who knows exactly how to paint like Van Gogh. It's not going to have anywhere near the value. And when he gets to the idea of just AI generating a Dwayne Johnson movie, it's like, well, he'll sue you immediately. And that's very easy. And you've been able to Photoshop Dwayne Johnson into marketing materials for years. And we've had a system for counteracting that. Like, you have to pay licensing fees, and that will happen. So he has a good, he has a good balance.

Starting point is 00:21:38 And it's, and it's, don't think it's very likely that it can, it's going to be able to write anything meaningful or, and in particular, that it's going to be making movies, like from Holcloth, like Tilly Norwood. Like that's bullshit. Can you pause this? He doesn't think that, like, an iconic, amazing movie is going to be generated by AI. And I sort of agree with that, but I think it's important to consider, like, what are we defining as a movie?

Starting point is 00:22:02 because we don't really watch movies anymore anyway. People watch content. And if you think about it like, you know, decades ago, people might see one movie a month or one movie a week. And that's like two to eight hours a month of screen time. Well, now people are doing two to eight hours of screen time a day. But it's these fragmented pieces. And so if AI seeps into the cracks within the cracks,

Starting point is 00:22:28 within the cracks, the experience of a two-hour movie that you show in a theater and you get everyone to come and buy Joe Rogan's really turned into Dwarkesh for A-lister's just come on and talk about AI, right? It's really- Gregory McConnor. Yeah. He's talking about wanting this like personal LLM. Oh yeah.

Starting point is 00:22:48 Or you can log the data in. Yeah, that one was a little bit rougher than this. I think it's not, I think it actually turns out the technology is not progressing in exactly the same way they sort of Rich Souton. And really what is is going to be a tool. Just like sort of visual effects. and yeah it needs to have language around it you need to protect your name and likeness you can do that you can watermark it your those laws already exist you

Starting point is 00:23:10 can't I can't sell your fucking picture for money I can't you consume me period I might have the ability to draw you to make you a very realistic way but that's already against the law yeah and the unions are gonna I think the guilds are gonna manage this where it's like okay look if this is a tool that actually helps us for example we don't have to go to the North Pole right we can shoot the scene here in our parkas and whatever it is, but then make it appear very realistically as if we're in the North Pole. It'll save us a lot of money, a lot of time.

Starting point is 00:23:39 We're going to focus on the performances and not be freezing our ass off out there and running back inside. Small chance that AI saves Hollywood as a place, right? You're getting clapsed. As a place. Yeah. And the reason for that is one of the issues right now is filming is so expensive in LA. There's so much red tape that people have to go to Atlanta, Canada, Europe, whatever, international. but all the all the talent the writers directors producers the platforms they're still here it's very depressing

Starting point is 00:24:09 it's a bad vibe all the restaurants are shutting down everything's cooked but if you can start to generate the content here just on your computer there's a chance that you see a kind of resurgence in in hollywood the place right yeah and i think that realistically that is the strategy that that the industry should take because like having this concentration here there's already so much talent keeping it here and actually embracing AI is much more likely to revitalize the city Ben Affleck on AI software i suspect many AI native software companies are misrepresenting their growth and quality of revenue use of credits annualizing proof of concept revenue and lack of annual contracts lowers the overall quality of revenue and ultimately the multiple

Starting point is 00:24:55 I mean he's not that i mean this is a joke yeah and actually say that but is not that far off from what this is a great template I hope this meme runs way further because it's so good early AI the line went up very steeply and it's now sort of leveling off I think it's because and yes it'll get better but it's gonna be really expensive to get better and a lot of people are like fuck this we watch you at GPD 4 because it turned out like the vast majority of people who use AI are using it to like as like companion bots to chat with at night so there's no work there's no productivity there's no value to it I would argue there's also not a lot of

Starting point is 00:25:33 social value to getting people to like focus on an AI friend who's you know telling you that you're great and listening to everything you say and let's give Tyler a rebuttal defend i think most of these takes are like pretty outdated okay like writing is actually AI writing you can still tell that it's AI but it's like it's good it's good yeah okay okay sell a screenplay then sell a screen play yeah yeah yeah shop a screenplay do it do it do it But why would I sell a screenplay? I could just make the whole movie myself. Okay.

Starting point is 00:26:02 Just make the movie. He has this idea. Just make the finish movie. Call on Netflix and get a million dollar advance for your movie. Instead of filming in Antarctica, you can just get in the parkers and film it here, right? You don't need the parkers either because you can just have them be in normal clothes. That's true. And then it's like, well, you don't actually need the people, right?

Starting point is 00:26:17 Because you can just maybe fine tune a model so you get consistent to characters. Sure, sure, sure. And then... Yeah, I will say, I will say just in the last two weeks, I am getting served AI content. That's pretty good. Pretty good. Pretty good. There's some pretty good stuff out there.

Starting point is 00:26:32 I would push back a little bit on Ben saying, like, you're not just going to be able to generate a film. You will, but it won't be a film in the sense that it won't be Titanic. It won't be something that everyone goes to the movie theater, sits down, watches the same film. It will be a lot of films that are for different people. I don't think there'll be anything. Yeah, but I'm just saying like people are going to create like insane fan fiction style,

Starting point is 00:26:52 Heroes Journey, kind of standardized plot. But for a specific sub-community, you'll have like, like one subreddit where everyone does watch it. And I mean, there is a lot of just slop movie content on streaming platforms right now. You can just go and watch. Gapier, Tyler, put Affleck in the truth zone. In Hollywood, at least, like I like a lot of movies,

Starting point is 00:27:14 like there are certain writers that I like. Okay, you like movies? Wait, you said you like movies? Name every film. Name every film on the TVPN chat best film list. That's movie list. Okay, but you always hear about certain writers, have a hard time getting their films made because maybe it's like kind of a weird concept or

Starting point is 00:27:31 something like it's hard to market. But this is like AI is actually much better for them, right? Because if you have someone who's like actually has some like unique look at the world or they're like very creative or something like AI is like super good for them but kind of only for them right. So maybe in the industry it's not super great. But for the people like if there's a certain director that I like really love, they're going to be you know they're going to be able to make way more of their movies or whatever, you know, instantiate all their ideas. Chad is calling Tyler based zoomer. He's a zoomer.

Starting point is 00:28:00 It's good. Good time. There's an update to the Elon Musk Open AI lawsuit, which is sitting at about 60% chance that Elon wins on Kalshi right now on the prediction market. So on the day that the Brockman files went out, started going viral. Open AI put out a release. They countered some of the narratives, added some more context, but they also sent out a letter to their investors saying,

Starting point is 00:28:23 Hey, look, we think it's going to be $34 million or something at worst. We think this is the most, but it could be more. It's going to be $134 billion in damages is what Elon is seeking. Musk's legal team argues that his early funding and involvement materially contributed to OpenAI's rise, which is now valued at $500 billion, and he wants his slice. The lawsuit says OpenAI has become a for-profit company entitling Musk to compensation tied to the value created from his early contributions. When asked about the lawsuit, Elon Musk responded.

Starting point is 00:28:56 I've lost a few battles over the years, but I've never lost a war. So great line, but I don't think this lawsuit is the war. I think it's a battle in a longer war. And I think that it may play a role in how this sort of war between XAI and Open AI or Elon versus Sam evolves. But ultimately, like this judge is not going to make, you know, the judge and jury. you're not going to make a decision that just like decides the war. The war is going to be won by overwhelming domination in the categories that they compete. If he gets that, it's like over 25% of the company, something like that.

Starting point is 00:29:34 And that's going to be, and that's going to be hard, again, depending, I'm sure it'll come out how much Sam owns exactly in this, in the case. But it's going to be hard to justify that he deserves more than Sam given their. And also just play out what happens if Elon, does get all $134 billion. It's like you're not CEO, you're not, you don't have board control, you don't have super voting shares, but you're a massive shareholder

Starting point is 00:30:02 that can just constantly do shareholder lawsuits. And so that's going to be incredibly annoying and very bad. But at the same time, like maybe a distraction, how do you actually get to control if that's what Elon's going for? We will see what the judge thinks and where the damages land

Starting point is 00:30:19 if he wins, which is still, you know, not guaranteed by any, means. It could wind up being a fieric victory for Elon. It could be something where he wins the, he wins the battle, but he loses the war in the sense that, like, it's a distraction. There's going to be a ton of discovery. It'll be, you know, ultimately, even if he gets $100 billion, he's worth $700 billion. It's like, you know, drop in the bucket. We'll see you tomorrow. See you tomorrow, folks. Have a great MLK day. Thanks for hanging out.

Starting point is 00:30:45 Goodbye. Cheers.

TBPN - X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN

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