01:22:24 · John Coogan, Jordi Hays
[01:22:24] S1: cool to see. That come out of it. Like, one is, is this something that can be somewhat complementary to Varda in the sense that I I... It's unclear if SpaceX is building just the launch trajectory, the launch capacity to send something up and bring it back. Like, that is a different workflow that Varda had to build. And then Varda also had to build a capsule for doing the biomedical research and has real bunch of deep partnerships with bio companies. So there is a world where they wind up working together in some capacity. And then also we've just seen time and time again, companies not wanting to dual source for... Or single source [01:22:59] S0: Yeah. [01:22:59] S1: Intelligence, Frontier Labs, or, launch capacity. And so Rocket Rocket Labs going, and ASTS is still, you know, trading really high because there's just this expectation that not not everyone is gonna be signing up for Starlink because some of them are gonna say, I want an alternative. I wanna be able to dual source. I wanna have some negotiating leverage. So overall, exciting to see it... The whole market, like, really heat up. And and, yeah, total validation that the thesis was something that was... That that was interesting and viable, and that there would be real demand behind because SpaceX wouldn't be going after it unless there was serious demand. Let me tell everyone about console. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees into resolution for access requests and password resets.
01:22:59 · John Coogan, Jordi Hays, Harley Finkelstein
[01:22:59] S1: Intelligence, Frontier Labs, or, launch capacity. And so Rocket Rocket Labs going, and ASTS is still, you know, trading really high because there's just this expectation that not not everyone is gonna be signing up for Starlink because some of them are gonna say, I want an alternative. I wanna be able to dual source. I wanna have some negotiating leverage. So overall, exciting to see it... The whole market, like, really heat up. And and, yeah, total validation that the thesis was something that was... That that was interesting and viable, and that there would be real demand behind because SpaceX wouldn't be going after it unless there was serious demand. Let me tell everyone about console. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees into resolution for access requests and password resets. [01:23:46] S0: Something going on in in politics today, John? [01:23:51] S1: What's that? [01:23:53] S0: I don't know. I just... I keep seeing random posts about... I don't know. A lot of a lot of blue and red. [01:24:00] S1: No. I I meant what what's politics? [01:24:02] S0: Oh, yeah. Yeah. [01:24:04] S1: I mean, that that might be my need [01:24:06] S0: to say that for another episode. The TBPN deep dive. Yeah. [01:24:10] S4: Explains you the history. [01:24:11] S0: It's not not on any policy or politicians, but just the history of politics. [01:24:17] S4: The concept.
01:24:17 · Harley Finkelstein, John Coogan
[01:24:17] S4: The concept. [01:24:18] S1: Where does it come from? Let's start with Rome, Greece, democracy. Yeah. Get out there, vote, do whatever you gotta do on on, election day. And, there's there's some good Nate Silver, podcast going around. He was on Odd Lots breaking down poll... Polling and, and, prediction markets are fitting together today and some of his thinking on the the benefits of each of them and where some of them break down, but it's all interesting. We'll we'll have a bunch of updates tomorrow, I'm sure, as as the polls roll in. Although some of the some of the, elections could be, like, takes time to count the votes, so maybe go ongoing all week. But there are plenty of shows where you can go get updates on what's happening with the midterms, so go check it out. Yesterday, we were at the New York Stock Exchange. Let me tell you about the New York Stock Exchange. Wanna change the world, raise capital at the New York Stock Exchange. Let's do it. Don't... Yeah. Get your mind off the midterms. Go IPO at the New York Stock Exchange. That's... If you're frustrated with the political climate, just take your company public. It's easy. Great. I want your take on this on this font. Are you are you a fan of this font? They're calling it the new Comic Sans. This speaks to me. As a Doritos American, this is me. But what do you think? Is this is this going in your repertoire for brand building?
01:25:40 · Jordi Hays, John Coogan, Harley Finkelstein
[01:25:40] S0: Yeah. I mean, think every every company in the world should sort of adopt this at the same time and just level playing field and just compete Yeah. Entirely on on product specs in every domain from like Yeah. From from haircuts to cough, you know, to coffee, you know. It should just be a stats driven market. Yeah. No more branding. Yeah. Just everyone adopt this. [01:26:06] S1: Everything needs to look like you're announcing an illegal street race. That's the [01:26:10] S4: goal. Yeah. [01:26:12] S1: The ChatGPT app allows you to change the color of the bubble. Default is blue. Blue bubbles going back to blue and gray for what you type, what the agent types back to you. You can change it. I changed it to green, TBPN green. I was very satisfied. Then they updated the app, differentiated green. It's completely rugged me on my green. I had a I have a nice nice forest green going. It got a lot lighter. Don't like it as much. But I want them to go further. I wanna be able to set this font as my default font in chat. Every response coming back like this, that would that would fix me. That would get Yeah. To 3,000,000,000 DAU. I I I think this is the unlock. No? [01:26:52] S0: I I agree. I agree.
01:26:52 · Jordi Hays, John Coogan
[01:26:52] S0: I I agree. I agree. [01:26:55] S1: Fantastic. Last last last post. Last ad read. Let me tell you about Shopify. You heard about them earlier from Harley. But Shopify is the common platform that grows with your business, lets you sell insights online, on... In store, on mobile, on social, on marketplaces, and now with AI agents. So, Jordi, is there anything else in the timeline that you wanna go through? Any other, details that we didn't get to? There's some debates. Oh, yeah. OpenAI also partner with Cathedral Systems. Everyone's ramping up cybersecurity stuff, but this was cool because, Cathedral was the one that was able to break into the anthropic Slack, and there's a lot of debate over that. But in general, it seems like the folks at Cathedral are are good at penetration testing, and and everyone wants the agents to be, ultra secure since they be... They're quickly becoming like the master key. Everyone's giving muse all their passwords, plot all their passwords, chattypity all their passwords. And if you break into that, you're kinda in the email. You're in all the services. You're in the bank accounts pretty quickly, and you can imagine wreaking havoc pretty quickly. So, cybersecurity is of the utmost importance of Frontier Labs, not just because people wanna steal the weights, but also the actual Yeah. User experience for sure. [01:28:08] S0: We'll close out with the largest domain sale ever from our friends at Shopify. They spent $99,000,000 on shop.com. I think they stole I think they stole it. Yeah. Think they stole it.
01:28:08 · Jordi Hays, John Coogan, Harley Finkelstein
[01:28:08] S0: We'll close out with the largest domain sale ever from our friends at Shopify. They spent $99,000,000 on shop.com. I think they stole I think they stole it. Yeah. Think they stole it. [01:28:25] S1: That's a great deal for them. [01:28:26] S0: Amazing amazing domain. And I'm sure they have big plans for it. [01:28:36] S1: Yeah. Yeah. Very exciting. [01:28:39] S0: Anyways, folks, that is our show. [01:28:44] S1: Yeah. Thanks for [01:28:45] S0: being John, let's... We made this work. We made this work. I thought you were here right next to me the whole time. You tricked [01:28:53] S1: No one noticed. [01:28:53] S0: No one no one... [01:28:55] S1: The empty chairs. Oh, it's so brutal. So brutal. I [01:29:00] S0: I I I... You know, there's a reason that we could do remote shows every day and we don't because Yeah. It's not the same, but we still had fun. We still had Production [01:29:11] S1: team learned a lot. I think that there's a whole bunch of improvements that they have in the works. I think we're gonna get this dialed for the occasional for the occasional moment where I gotta go to the opera. You know, it happens. I gotta go to the San Francisco Opera, Marriage of Figaro, Plan, and Couldn't miss I say no to all sorts of tech conferences. Oh, this has happened at that. No. No. No. But you can't say no to an SF Opera invite. So that's where I'll be. Time to change the tuxedo. I I... I'm I'm kinda dressed casual right now, but I'm about to class it up and [01:29:45] S4: Thank you. [01:29:45] S1: Get to the opera in my tuxedo [01:29:48] S0: Yeah.