01:06:12 · John Coogan, Bernt Øivind Børnich, Jordi Hays
[01:06:12] S1: Yeah. [01:06:12] S5: And this full automation of the physical substrate that enables everything, including intelligence. Mhmm. That can only happen with robotics. Yeah. And that's gonna look like this. Right? Yeah. So you you you you need to kinda like enter that curve. And I think the uptake ramp is gonna be slower in the beginning, but way way way higher as you kinda like hit the vertical on the curve. [01:06:32] S1: Yep. [01:06:33] S5: And I think this is also where it gets extremely interesting. Right? I'm back to like how how we're gonna solve some of the remaining problems in science, how we're gonna create an actual true abundance of labor across society. Yeah. This is only possible if you automate the physical substrate. So it's gonna take slightly longer, but it's also worth it because the impact is is so tremendous. [01:06:54] S1: Yeah. And it's it still should be an exponential curve because once you get to the point where, you know, five robots can make one more robot in a month, then you wind up compounding and the exponential just grows and grows and grows. Fascinating. Very exciting times. Congratulations, and thank you so much for coming on the show. [01:07:13] S0: I'm super excited you guys shared this. Thank you, guys. Guys continue to have the the best aesthetics in robotics by by a 100 x. [01:07:22] S1: Yeah. It makes me feel more much more c three p o than, Terminator, which I think is the right the right direction to go. [01:07:28] S0: The hand's a little Terminator. [01:07:29] S1: Percent. The hand's a little Terminator, but yeah.
01:07:29 · John Coogan, Bernt Øivind Børnich, Jordi Hays
[01:07:29] S1: Percent. The hand's a little Terminator, but yeah. [01:07:32] S5: Well, one should not underestimate how important it's going to be to do this together with people in the sense of, like, adoption needs to, come through making everyone used to this technology. Right? Totally. We we wanna make sure everyone understands how helpful this can be and really make sure that we don't don't hit any barriers where, like, this becomes something that people don't want because it's such a great opportunity, and we wanna make sure we can accelerate the path. [01:07:57] S1: Yeah. VR, you know, VR was useful in in certain pockets, but it it was awkward, and it was never adopted and it was always seen as like this this like, yeah, very, like, niche technology. And I I think the the aesthetics are underrated, so congratulations on nailing them. Thank you so much for coming on the show. We'll talk to you soon. [01:08:15] S0: Great stuff. [01:08:16] S1: Have a great day. Awesome. [01:08:17] S5: Thank you, guys. Cheers. Goodbye. [01:08:19] S1: Let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. And we have Thibault joining in just forty minutes or thirty minutes to give us the update on 5.6 and what's going on in Codex, of course. But first, we have Josh Lindgren from CIA. He's the head of podcast development here to give us an update on all things.
01:08:19 · John Coogan, Jordi Hays, Josh Lindgren, Sean Frank
[01:08:19] S1: Let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. And we have Thibault joining in just forty minutes or thirty minutes to give us the update on 5.6 and what's going on in Codex, of course. But first, we have Josh Lindgren from CIA. He's the head of podcast development here to give us an update on all things. [01:08:44] S0: Suited up. Podcasting. Suited up. [01:08:46] S1: Looking good, Josh. How are you doing? Welcome to the show. [01:08:49] S7: I'm doing well. You guys are always looking good as well. [01:08:52] S0: Yes. Great to have you on the show. Great to hang in France just a couple weeks ago. [01:08:56] S6: That's great. [01:08:58] S0: Give an introduction on yourself, how and when you got into podcasts, and then we'll talk about where we are now. Yeah. [01:09:05] S7: Yeah. It's been a wild ride. Twelve years for me, started representing podcast twelve years ago. I was a music agent at a boutique music agency in Seattle booking tours for indie rock bands. And I used to listen to podcasts all day while I was routing tours and had the idea that maybe podcast could have agents. Started cold emailing podcasters and was surprised to discover that there was a business there for me. [01:09:30] S1: Mhmm.
01:09:30 · John Coogan, Josh Lindgren
[01:09:30] S1: Mhmm. [01:09:31] S7: And very surprised in that time to discover that there wasn't really much of a business infrastructure yet. Mhmm. So there was a lot of opportunity. Spent the next several years signing podcasters within that agency. And then in 2018, I met with 11 different agencies and ended up joining CAA, started the podcast department here. And we have a great team of people focused on podcasts. The podcast department is within our greater creators department that works with all kinds of different creators like yourselves. [01:10:02] S1: And [01:10:04] S7: it's been a really wild ride. When I got into podcasting, the estimates I've seen is that the global podcast advertising industry was worth about $45,000,000. And Owl and Co. Has put out a report that last year it was worth 9,200,000,000. So, you know, I I expected there was gonna be a lot of growth in this space. It seemed like a great growth area. Thank you. But I never expected this level of growth. I mean, it's been a really tremendous wild ride.
01:10:04 · Josh Lindgren, Jordi Hays
[01:10:04] S7: it's been a really wild ride. When I got into podcasting, the estimates I've seen is that the global podcast advertising industry was worth about $45,000,000. And Owl and Co. Has put out a report that last year it was worth 9,200,000,000. So, you know, I I expected there was gonna be a lot of growth in this space. It seemed like a great growth area. Thank you. But I never expected this level of growth. I mean, it's been a really tremendous wild ride. [01:10:30] S0: I had started working with some podcasts around the same time a little bit later, I think. You were 2014? Is that Yes. Yeah. So I I probably started working with with podcasts in, like, 2016. Mhmm. But even then, I would meet a show that today was probably, like, a 10,000,000 a year business, and they would have zero revenue. But they would have this like rabid fan base and maybe they'd have one sponsor which was just someone in the audience that reached out and was like, hey, can I send you some some free stuff if if you talk about it? And they'd be like, okay. And then and then, you know, fast forward to today, those kind of properties are are super valuable. What what are you seeing what are you seeing now? Like, what's coming down what's coming down the pipeline, net net new shows? You know, we've covered a lot of the evolution of, you know, formats, how podcasting obviously interacts with with live streaming in our case. But what do you see coming down the pipeline?
01:11:30 · Josh Lindgren
[01:11:30] S7: Yeah. I mean, you know, it's been clear for a few years now that video is gonna be a bigger part of podcasting, and we're really seeing that come to fruition in the past year. It's like a major inflection point right now. Now to be clear, like, it's not that video is replacing audio. Both can continue to exist together. There was a recent study from Edison that said that the majority of podcast consumers do both. Sometimes they do audio, sometimes they do video, which that's my experience. I live in LA, I have a long commute. And so I I like listening to podcasts in the car, but I also like watching podcasts at home and in the office. You know? But it it's created a really interesting moment in podcasting where there are some things that are fundamentally different about digital video versus digital audio. For one thing, advertising looks really different. Right? The ways you can integrate with brands looks very different versus the audio space tends to be much more dominated by your thirty second pre rolls and your sixty second mid rolls and so on. The video space tends to have a lot more custom integration with advertisers. And it also discovery looks really different in video. Mhmm. You know? In the audio space, in terms of breaking stuff through, there's a lot more spend that is required in sort of the same way that you might market a TV show or a movie. Right? Whereas in video, there's a lot more clipping. There's really seamless integration into social media. And so if you're trying to break through with a new podcast in 2026, you should have a really strong reason why you're not a video podcast or else you should probably have a video podcast.