01:11:09 · John Coogan, Jordi Hays, Will Manidis
[01:11:09] S1: That's great. Well, congratulations on on the the launch and Yeah. Bring forth the most discussed... Yeah. A [01:11:17] S0: lot of text flying around yesterday. Commanding Heights? Question mark question mark? [01:11:20] S1: It's great. [01:11:23] S0: Good stuff. [01:11:23] S1: Thank you so much for coming on the show. Happy Halloween. [01:11:26] S0: Congrats on the launch [01:11:27] S1: of Halloween. [01:11:28] S0: Great stuff. [01:11:29] S3: Have a good [01:11:29] S1: one. Have a good one. [01:11:34] S0: Should we go? [01:11:34] S1: We should go to the New York Stock Exchange. Wanna change the world? Raise capital at the New York Stock Exchange. We will be at the New York Stock Exchange on Monday and we have a fantastic lineup. We're we're catching up with a bunch of our New York friends on Monday. So tune in. [01:11:51] S0: Let's head over to the timeline. [01:11:53] S1: Yes. What do we [01:11:53] S0: got? DoorDash. Mhmm. Well, maybe we start here. [01:11:59] S1: Mhmm. [01:12:00] S0: Philip Jackson says, I hired Muse to sue someone on my behalf. I won while they caved. Within twenty minutes of being served papers, the company offered a settlement within ten days. They paid me with additional compensation for recovery expenses. Muse filed the motion to dismiss. This seems crazy actually taking it all the way. [01:12:23] S1: I was joking about this where if I if I steal your drink like our agents are just gonna be suing each other transfer like... Shows up. [01:12:32] S0: Maybe DoorDash should get into the the serving business.
01:12:32 · Jordi Hays, John Coogan
[01:12:32] S0: Maybe DoorDash should get into the the serving business. [01:12:37] S1: Oh, yeah. Wait. They have... They they can certify everyone as process server. Yeah. And and you could just with a click of a button or over an API. Yeah. An agent could dispatch a server. I still don't understand when you need to serve someone in person versus digitally. Like what like why... [01:12:52] S0: I think it's like somebody has to accept it digitally. [01:12:56] S1: They have to [01:12:56] S0: physically accept it. [01:12:57] S1: Okay. Okay. So they could be like out of sight, out of mind, see no evil. [01:13:00] S0: But I believe like if it's in person and I'm you've been served, you can't be like I do not accept. [01:13:06] S1: Oh, I'm not aware that this court case is going on or something. Okay. I I have to appear [01:13:11] S0: in court. But oftentimes [01:13:12] S1: Interesting. [01:13:12] S0: Something like this in a more [01:13:13] S1: So incredible incredible model capabilities, but DoorDash is not seeing incredible adoption. Is that is that the two two two sides of this coin right now? DoorDash... DoorDash earnings call. You [01:13:27] S0: can read through it.
01:13:27 · Jordi Hays, John Coogan
[01:13:27] S0: can read through it. [01:13:28] S1: So it says DoorDash says they've only received several 100 orders in total from personal agents like Muse. They say, you're right. Everything going great with the core business. This only adds to it. Your second question was around AI agents. I would say that this is something that is still a very dynamic area. I'm reading that as like we're early. My take on these... On all things technology is you never wanna fight gravity. That's why DoorDash has an API, a CLI, right? They're leaning in like a Walmart, like a Shopify. But at the same time, you do not want to be delusional. What I mean by that is if you look at where AI agents are today, we are seeing maybe several 100 orders in total from some of these third party agents. And some of which you have cited in terms of whether or not paying customers or placing orders. DoorDash is interesting. Like, the models might need another leg up because tell the robot to push the DoorDash, the get burrito button is not a great use case. It's more for, like, once it learns how much you're ordering, then it can be like... It feels like it is not valuable to hand over DoorDash to a personal agent on a case by case basis. [01:14:36] S0: I just think it's it's it's so incredibly easy to order food. Yes. And people are very habitual. Yeah. It's possible that you could be a power user of Muse and not even care to use it to order DoorDash. [01:14:51] S1: Yeah. Totally. Totally. At the same time, I think that there are certain
01:14:51 · John Coogan, Jordi Hays
[01:14:51] S1: Yeah. Totally. Totally. At the same time, I think that there are certain [01:14:55] S0: buttons in all the delivery apps Yeah. Just says like reorder. Yeah. So if have you a favorite order [01:14:59] S1: But there are still there are still workflows where you could say, look, I'm ordering lunch for my office every day, and I want you to pick something, insert a little bit of variety, and I'm deputizing my agent to do it on a daily basis. And then there's the value because you're not just saving, okay, I opened this app and typed a prompt. And instead of opening the DoorDash app and clicking a button, you're like, you set it up once, and then it just runs for a full year, and you're just happy all the time in theory. But Yeah. Again, maybe the model capabilities aren't aren't aren't quite there yet, but I think people will eventually do this. What else is going on in the timeline? [01:15:33] S0: Tharik is out at Anthropic. I think we're all want... We're all wondering what he's gonna do next, but he hit the timeline yesterday with the post. [01:15:43] S1: He says he's playing Wow forever. He's playing video games. He's gaming. He's locked in. That is a Went [01:15:48] S0: on a generational run. Very curious to see what [01:15:51] S1: he Right before the IPO, you're about to get some liquidity, just just lock in. Get the turtle beaches on.
01:15:51 · John Coogan, Jordi Hays
[01:15:51] S1: he Right before the IPO, you're about to get some liquidity, just just lock in. Get the turtle beaches on. [01:15:56] S0: He said there's a 100% of kind of mania you can get into with coding agents where it feels like you're getting a lot done and working all the time, but nothing is really happening. I think it's a form of avoidance of something else in life. When he wrote this, I immediately thought to myself, I can think of four or five people that that applies to Mhmm. Correctly. Mhmm. Like, sort of manically vibe coding [01:16:19] S1: Yeah. [01:16:19] S0: And not sort of giving enough attention to maybe something else in their life that like probably deserves that attention. [01:16:27] S1: Oh, there's that. And then there's also just like you can just spend a ton of time just adding extra parameters and decision trees and using the models to to like overthink things and not just like go with your gut and and and you can you can have all the agents doing so much work and then the answer was just like, you should have said no to that that opportunity or And and your gut was right all along. Anyway, do know what's going on in Malibu? We we we got cut off on this. The priciest neighborhood in The United States is unraveled. [01:16:56] S0: Question for you. Yeah. Senra Senra can join. Okay. Good. He's gonna join [01:17:01] S1: Bring him in? [01:17:02] S0: In about fifteen minutes. [01:17:03] S1: Let's bring [01:17:03] S0: him in. No. No. No. You you can start.
01:17:03 · Jordi Hays, John Coogan
[01:17:03] S0: him in. No. No. No. You you can start. [01:17:05] S1: With what? This? Okay. Yeah. We got fifteen minutes while David Senra will come in. That's great. That's great. I got time. We're hanging out. Just a couple old guys. So the priciest neighborhood in The United States is unraveling and it's not even finished. Developer Scott Gillen's ultra exclusive Malibu enclave is in bankruptcy as he battles a partner in court. And so I want you to see... This is $24.08 per parcel. It... How do you like this particular area where this is? Have you seen the case? Have you driven by it? [01:17:36] S0: I think that's an area that is would be highly desirable [01:17:39] S1: Okay. [01:17:40] S0: If as maybe a second or third home. [01:17:42] S1: Okay. [01:17:43] S0: But I don't know anybody that that [01:17:44] S1: Wants to live there. [01:17:45] S0: Resident that would wanna live there. [01:17:46] S1: And is that because it's closer to Los Angeles? I I don't actually don't know where it is on that. [01:17:50] S0: It's You know? It's a nice... It's nicely perched. Yeah. Beautiful views. A wonderful view of the city. Yeah. But ultimately doesn't, I believe, have very good beach access. Oh. Kinda feels important. Yeah. That's rough. Malibu.