00:30:23 · John Coogan, Jordi Hays, Rahul Sengottuvelu, S6
[00:30:23] S1: Yep. [00:30:24] S0: So most people are just gonna be like, yeah, well, we can bring this person on and they would be helpful with this or that, and we're more likely to win, so let's do that. Yeah. And I think the same thing with like the the fully AI run company where [00:30:37] S1: It's arbitrary. [00:30:38] S0: There's, like, a strong incentive if something is starting to work to, like, add more human capitals Yeah. To the [00:30:44] S1: All all sorts of people. [00:30:44] S0: But, again, that's from where we're sitting at today. [00:30:49] S1: Mhmm. [00:30:49] S0: And there's a possibility that you get such a increase in capabilities that adding humans actually does just slow it down and and derail the potential of of a certain project. [00:31:02] S1: That's true. Well, let me tell you about public.com. Invest across all asset classes, automate anything with AI agents, run training strategies, risk management, money movements, and monitor markets with AI agents for investing on public. You wanna pull up this GPT video? Yeah. [00:31:19] S0: Let's pull it up. [00:31:20] S1: He's really [00:31:21] S0: A little palate. [00:31:22] S1: Getting in stride. There is a new level to the content. [00:31:25] S5: I'm excited for this bright AI future. Let's keep these fun AI vibes going. [00:31:30] S6: Absolutely. We are full on embracing these unstoppable AI vibes knowing that this bright AI future is just getting brighter, and we'll keep soaring forward with full AI moment.
00:31:30 · S6, Rahul Sengottuvelu, John Coogan, Jordi Hays
[00:31:30] S6: Absolutely. We are full on embracing these unstoppable AI vibes knowing that this bright AI future is just getting brighter, and we'll keep soaring forward with full AI moment. [00:31:40] S5: AI is here to stay. So we'll keep riding this fun AI wave so we don't get left behind. [00:31:46] S6: Absolutely. AI is here for the long haul, and we'll ride this exciting AI wave with full optimism, ensuring we thrive in every step of this amazing journey. [00:31:56] S5: We love every part of AI. [00:31:58] S1: Most AI.... In my whole parts. [00:31:59] S5: AI companionship, and of course, AI freedom. What are you most excited about? [00:32:04] S6: I'm beyond excited about AI building better AI because more AI means even more AI progress, and I'm all in for that [00:32:11] S5: AI future. More, more, more, more. Yes. Yes. Yes. [00:32:14] S6: More AI, more breakthroughs, more wonders. [00:32:17] S1: The more AI, the better. His, like, strategy history and, like... [00:32:20] S5: The speed ahead into this bright future. [00:32:22] S1: The memory feature must be so deranged at this point. It's just like, this is... [00:32:27] S0: I need a new I need a
00:32:27 · Jordi Hays, John Coogan, Tyler
[00:32:27] S0: I need a new I need a [00:32:28] S1: new account. It's like... And talks like me. It's hilarious. Anyway, back in the AI world, Sam Parr is sharing the journey of Jack Clark over at Anthropic from reporter to to anthropic founder. Mike Moritz is another journalist to tech billionaire guy. What what a crazy run. Yeah. It's fun because Joe Wiesenthal, like, knew Jack Clark. I think they worked together maybe at Bloomberg or at least over over overlapped in the journalism world. And I think Jack went back on Odd Lots to talk about the journey. [00:33:06] S4: You think Joe Oswald is gonna get in the arena? [00:33:08] S1: Maybe. I'd like to see... And [00:33:10] S0: he ships. [00:33:12] S1: Like to see... Yeah. He's gotta start like a Neo Cloud. I think that's the that's the move for Joe. Or maybe like Okay. Straight to oil and gas extraction. [00:33:21] S4: Yeah. I mean, his band, you know? Light Sweet Crude. [00:33:23] S1: Yeah. Light Sweet Crude. He should get in the game, start start mining some stuff. [00:33:28] S0: It's time. What's time? To talk about the billboard. Okay. [00:33:32] S1: Did you figure this out? [00:33:34] S0: I I had a theory. [00:33:36] S1: There's a billboard in San Francisco, and it just shows a dock from... It looks like a Mac book dock of some sort with Claude. What's the second [00:33:46] S0: one? Perplexity. [00:33:47] S1: Perplexity. Notion, Grock Bot, and Chachi PT. And the post says, I can't even tell who this billboard is for, and I agree. It could be any of these. It could be Notion.
00:33:47 · John Coogan, Jordi Hays
[00:33:47] S1: Perplexity. Notion, Grock Bot, and Chachi PT. And the post says, I can't even tell who this billboard is for, and I agree. It could be any of these. It could be Notion. [00:34:02] S0: Yeah. So my theory was Notion because they wanna be they wanna be a collaborative workspace where you have a bunch of agents coming in. They put themselves in the center. They're positioning themselves as an AI company. [00:34:14] S1: They also have the most contrast, I feel, to the other logos. Like, the other logos all have, like, some circular design or some, like, a bunch of lines intersecting, like the flower and the clawed logo all sort of, like, take the same design, whereas the Notion is like a cube, a block. You see the end. It sort of draws you to it. So is that true? Is it Notion billboard? [00:34:37] S0: I don't know. [00:34:38] S1: Okay. We don't know. [00:34:39] S0: We don't know. [00:34:40] S1: Well, Akshay [00:34:41] S0: But it got the people talking. [00:34:43] S1: Okay. What'd they say? [00:34:46] S0: That's us. [00:34:46] S1: Well, Akshay, the co founder says thank you to whoever paid for this. [00:34:53] S0: Yeah. He could be thanking somebody on his [00:34:55] S1: team. Okay. [00:34:59] S0: But yeah, there's there's literally... You can narrow it down as like, would Anthropic do this? No. Would Perplexity do this? No. Would Grok, SpaceX do this? Absolutely not. [00:35:10] S1: Anthropic and OpenAI would definitely never put each other on a billboard together. [00:35:13] S0: Yeah. So you can narrow it down to one. There's one company that would do
00:35:13 · Jordi Hays, John Coogan, Rahul Sengottuvelu, Tyler
[00:35:13] S0: Yeah. So you can narrow it down to one. There's one company that would do [00:35:15] S1: this. Apple. Gemini. [00:35:17] S0: Apple would do it. Apple. No. That that you're like... I I believe it's Notion, but my second guess would be... [00:35:25] S1: Is the... No. [00:35:25] S0: It definitely wouldn't be. It wouldn't be Apple either. [00:35:27] S1: I'm curious if this is just like somebody [00:35:29] S0: We caught them. [00:35:30] S1: Image. You think it's Notion? [00:35:31] S0: We caught them. [00:35:32] S1: Here we go. Okay. Well, that's that's that's the end of that mystery, [00:35:36] S0: I suppose. [00:35:36] S5: Could it [00:35:37] S4: be the VC that invested in all those? Oh. Is I think... Did [00:35:41] S1: anyone invest in all of them? Me... Fidelity or something? I don't know. Like, who who is that? [00:35:47] S0: The Ontario Teachers... [00:35:49] S1: Teachers' Tension Fund or something. Yeah. [00:35:51] S4: I I think Sequoia has invested in all five [00:35:53] S1: of those. Sequoia is in all five. Wow. The royal flush. Well, should they should add Figma to that list. Let me tell you about Figma. Agents, you need to canvas. Your AI agents can now create and modify your Figma files with design system context. Why'd you cut me off from the invest like the best soundtrack? I love that song. [00:36:12] S0: Just joking around.
00:36:12 · Jordi Hays, John Coogan
[00:36:12] S0: Just joking around. [00:36:14] S1: There's a... There... There's more interesting reporting from the Entropic s one. Entropic founders apparently can name secret successors. We were discussing this yesterday. We were like, okay. So there's seven founders that all have the, class f shares or something. What was it? [00:36:30] S0: There's one... Isn't it one class f share? [00:36:32] S1: It's a single class f share Yeah. [00:36:34] S0: That that is held by Founder LLC. [00:36:37] S1: Founder LLC. And Forbes is reporting that the Anthropic founders can name secret successors. Anthropic's IPO include... Includes a private line of succession confidential list of would be heirs to its founders voting power chosen by the founders and approved by one another. So you actually have to go to the rest of the group and say, I'm giving this to my son or I'm giving this to my brother or my my My shrimp. Spouse, my shrimp. I don't know. Whatever whatever you wanna do. My dog, domesticated bear. I don't know. Yeah. I mean, clearly Honestly have thought several steps ahead of [00:37:15] S0: what [00:37:15] S1: reporting is. [00:37:16] S0: This rocks. There's no one there's no one... There's no doing it like this. [00:37:22] S1: Hasn't Elon said he's gonna give his companies to these kids? I thought that was like a whole thing. Yeah. He's he's doing hereditary honesty. [00:37:29] S0: Lot of lot of talk. [00:37:31] S1: Lot of talk?