02:53:18 · Healey Cypher, Jordi Hays, John Coogan
[02:53:18] S3: Yeah. Yeah. Totally. No question. It'll be it'll be a tailwind and top of funnel. I think about this a lot. Like, AI applications are under a lot of scrutiny. Like, aren't you screwed? Like, it's kinda like the nineteen nineties. Everyone's like, why would you build an app? Microsoft is gonna roll you. And that's what everyone says about AI apps. It turns out Yeah. It's not gonna do everything. Yeah. And so there's kinda I think there's three things you can do in general as an AI app to, like, protect yourself. One is you have some sort of proprietary data. We've got that. We spent two years building out a database, and it's got all the stuff you can't find in Chateappity, like private dining rooms, which how would you do that today? You gotta Google it. You gotta call. Meeting spaces. We have a bunch of stuff you wouldn't get. The second thing I think you gotta have is a learning network that they don't have access to. So every event that happens in our platform, it makes the next event faster and easier, and the next event faster and easier. So if you talk to a hotel, and they come back and try to negotiate something, we know exactly what they did at the last 100 events. We're not gonna send that to them. We make it easier. Sure. And the third thing, which tends to be under indexed, is just building a purpose built application for a specific use case. Yeah. It turns out [02:54:22] S1: like So underrated. [02:54:23] S0: Black and white.
02:54:23 · John Coogan, Jordi Hays, Stacy Rasgon, Tyler, Healey Cypher
[02:54:23] S0: Black and white. [02:54:24] S1: I honestly know. I I totally agree. I totally agree with you. I mean, I've I've just been testing like LLMs on on finding, like, browsing the Internet for cars that I'm that I'm interested in. Yeah. [02:54:38] S6: And you're and you're [02:54:39] S1: And they're just it's so Yeah. [02:54:41] S0: You would assume that like Auto Tempest is cooked. And yet you can still go to like an Auto Tempest and search across all the cars. Right? Yeah. Yeah. This is wild. [02:54:48] S2: Totally. And that's [02:54:48] S1: not even to mention. Mean, my my experience on John John and I are are probably not good at at like event logistics. Like, just don't pay any attention to it. So whenever we're traveling, we're like, what airport are we going to? What what hotel are we at? Like, finding and and so Nick on our team, bless his heart, is just like kind of locked in around the clock when we're traveling to make sure and it would just be nice to be able to go to a single place [02:55:16] S0: Yeah. In order to. You can. And we thank you for coming on the show. Have a great day. Thanks so much for coming and hanging out. Yeah. [02:55:23] S3: It's alright. Thanks, dude. Thanks, Jordan. Appreciate it. And congrats, by the way. This is awesome. [02:55:26] S1: Thank you. Great to have you on, and and congrats to your whole team.
02:55:26 · Jordi Hays, John Coogan, John Tennant, Healey Cypher
[02:55:26] S1: Thank you. Great to have you on, and and congrats to your whole team. [02:55:29] S0: Yeah. Cheers. We'll see you soon. Thanks. Let me talk about public.cominvesting for those tickets. Seriously, they got multi asset investing industry leading yields. They're trusted by millions. Our next guest is John Tennant from Chaos Industries, I believe. Chaos. Yeah. Chaos Industries. Correct? [02:55:44] S4: Yeah. How you guys doing? Great. [02:55:46] S1: We're great. Welcome to the show. [02:55:48] S0: Thanks so much for hopping on the show. [02:55:49] S4: I love one. I I love the suits. Yes. Bo and I were gonna wear the dumb and dumber tuxedos to our [02:55:54] S0: Christmas party this year, so [02:55:55] S4: we might need to go yellow. [02:55:56] S0: Yellow is a good one. Alright. Because your I imagine your whole brand is, like, black and white, so you can't get too crazy with it. But have you ever Yeah. [02:56:02] S4: You know, we got some we got some tan in there, but that's what we figured, like, maybe go dumb with dumb tuxedos, light it up a little bit. [02:56:08] S0: Maybe, like, high vis high vis. Like, you're on the work site, like, you know, orange or something. That might be good. [02:56:13] S4: Like high vis multi cam, like like [02:56:15] S0: I think that could work [02:56:15] S3: pretty well. [02:56:16] S0: For Yeah. Yeah. Yeah. Yeah. Bring the construction site into the into the suit, the formal suit this holiday season. Anyway, let's kick it off. [02:56:26] S1: Half a billion dollars. Huge number. [02:56:28] S0: Huge number.
02:56:28 · John Coogan, Jordi Hays, John Tennant, Tyler, Eric Glyman
[02:56:28] S0: Huge number. [02:56:28] S1: Who'd you raise it from? [02:56:30] S0: Let's go. [02:56:30] S4: Yeah. We led from Valor Equity Partners. Hey. By the way, also, sorry. I got I'm like swagger jacking you guys in every turn. Where did you get the Gong? Because, again, this is something Bo and I have been talking about. We wanna get, like, a sales Gong in the new office. [02:56:46] S1: Gotta get one. We should honestly [02:56:47] S0: make we [02:56:48] S4: should make it. [02:56:49] S0: We should yeah. We yeah. Yeah. We'll figure out how to how to send you a Gong. [02:56:52] S2: I'll buy it from [02:56:52] S0: you guys. Yeah. Yeah. Yeah. We have a couple, we we actually become, like, somewhat of Gong experts where we've tested a number of different Gongs. We've learned that if you don't warm them up, you can break them. Their durability, sound quality. Also, the price gets exponentially bigger, like, exponentially higher. So going from, like, a 30 inch Gong to a 80 inch Gong will, like, 100 x the price. So you go from, like You're gonna need 800. [02:57:19] S1: You're gonna need to [02:57:19] S4: It sounds like it's a good margin for you guys. [02:57:21] S7: I know. [02:57:21] S0: Yeah. You raised you raised My quite a co is probably, [02:57:26] S4: like, the greatest technical mind of a generation. The like, the in-depth conversation he and I got into about the right type of gong that he wants to buy from the LA office. [02:57:33] S0: Oh, yeah. Yeah. [02:57:34] S4: So I think we may have to both come back and talk through this with you guys pretty soon.
02:57:34 · John Tennant, John Coogan, Luca Ferrari
[02:57:34] S4: So I think we may have to both come back and talk through this with you guys pretty soon. [02:57:37] S0: Yeah. Yeah. Anyway It's our favorite topic. Here just to talk about Gongs. We're here to talk about you. Can you Yeah. Introduce, like, yourself, the shape of the business, how you're describing it these days? [02:57:46] S4: Yeah. Yeah. So first of all, thanks again for having us. Of course. Yeah. So founder of Chaos Industries. So we sort of look at the world in in three waves, kind of as this sector has grown over the last twenty some years. And, you know, wave one, you have Palantir and SpaceX. Wave two, have Andoril. And, you know, wave three, we didn't see, like, another big multiproduct sort of new prime being built. And and that's sort of where that was the sort of initial thesis seeing kinda where the world was going in terms of especially, you know, the Russians have been taking advantage of of the lack of integrated air defense systems in Ukraine, and they've been attacking energy infrastructure and civilian targets sort of in an in an effort to break the wall of the of the of the Ukrainian people. You know, the the Iranians have been helping them, you know, build their drone capacity. And so we sort of saw this. And and all the while, by the way, the Chinese are watching here about, you know, what you know, what's gonna you know, what what could happen in in in Taiwan. So Yeah. I think we we took it from from the angle of, you know, we got worried about the fact that America's losing air superiority. [02:58:51] S5: Yeah.
02:58:51 · Luca Ferrari, John Tennant, John Coogan
[02:58:51] S5: Yeah. [02:58:51] S4: And so we wanted so, like, the first wave of our products, we we wanted to build get get away from sort of the monolithic legacy structures that were built during the Cold War and and bring new systems to the war fight and really protect our people downrange. [02:59:03] S0: So multiproduct, interesting. Androil certainly gotten there, but started with a a sensor tower. And then Yeah. You know, Anvil, like one, you know, counter US drone system. Did you follow a similar path, knocking down, single products to get multiproduct, or did you do, like, the compound startup thing where you, on day one, were working on multiple products to bring them all together? [02:59:27] S4: So we we were so we were the chunk we we're biting off first is sort of in the radar market. So we got four different products. [02:59:34] S0: Okay. That makes sense. [02:59:35] S4: Now now there's now but there's a sort of long tail of of products that we're investing in that Cool. The Department of War has been asking for as well. [02:59:43] S0: And Yeah. [02:59:43] S4: We'll come back on and talk about some of that stuff in the future with you guys. But Yeah. But the goal here is we're gonna do this the right way. You have to be multiproduct. [02:59:49] S0: How much of ray what you're doing in radar when you say multiproduct within radar is different radar technologies or the same radar, like the same data output, but this one is waterproof. This one flies. This one goes in the back of a truck. [03:00:04] S4: So I'd say different delivery packages.