02:30:21 · John Coogan, Ivan Zhang, Jordi Hays
[02:30:21] S1: Yeah. Because I can imagine like Sorry. Sure if in the reasoning traces, it's like, well, it had access to like some email and you don't want this and there. Like, that's fine. But this is really cool. This feels like a really interesting moment for alignment research, and it it should give a lot of other teams, like, they they can crawl over these all they want and experiment and learn, hopefully. [02:30:40] S9: Yeah. And what's interesting is, like, it's such a rare occurrence. Right? It's like Yeah. I think that happened one in 10,000 or a 100,000 times. Sure. But if you're running these systems at scale, like just takes one accidental exfil. [02:30:53] S1: Oh, that's interesting. [02:30:54] S9: Yeah. That's crazy. Know, you're sort of home. [02:30:57] S1: Yeah. Yeah. Yeah. Yeah. Yeah. Fascinating. Fascinating. Well, yeah. Thank you so much for coming. [02:31:02] S0: Yeah. Great great to have you guys on. Come back on if there's... Yeah. I'm sure there'll be follow ups and Yeah. You guys are always welcome. Yeah. Great to meet [02:31:09] S9: you both. For having us. [02:31:10] S1: Have a great rest of your day. [02:31:11] S0: Good luck with the release. [02:31:12] S1: Yeah. Good luck. Cheers, We'll talk to you soon. Goodbye. Yeah. That was really cool. I'm excited for more more of that and more people to kind of chew through it. Let me tell you about Shopify. Shopify is the commerce platform that grows new business and lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. Jordy, what else
02:31:12 · John Coogan, Jordi Hays
[02:31:12] S1: Yeah. Good luck. Cheers, We'll talk to you soon. Goodbye. Yeah. That was really cool. I'm excited for more more of that and more people to kind of chew through it. Let me tell you about Shopify. Shopify is the commerce platform that grows new business and lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. Jordy, what else [02:31:33] S0: is What else? [02:31:34] S1: On your mind? [02:31:35] S0: Do we got Brazil nuked. [02:31:38] S1: Nuked. [02:31:39] S0: It says 10 Stock is down 20%. Negative negative 26% for a country. ETF is sick. Never seen that before. Says taken. [02:31:50] S1: Sick in the bad sense. Not sick in like the... [02:31:53] S0: Yeah. Not in like the... [02:31:54] S1: Not in the skate rock world. [02:31:58] S0: You They what will invent faster than light travel and MFs will ask what the practical practical use use case case is.
02:31:58 · Jordi Hays, John Coogan
[02:31:58] S0: You They what will invent faster than light travel and MFs will ask what the practical practical use use case case is. [02:32:05] S1: No. I mean, the Brazil... So sorry. Just to stay on the Brazil thing for a second. You did a lot better if you were in the Brazilian ETF than if you were holding those Bolsonaro prediction market trades. The prediction market we had Bolsonaro at 80% and it nuked down to zero, of course. Then Lula was at 20% and you have five extra money if you were at the the Brazilian election staying with Lula because it was a crazy upset. There's a lot of debate on it. You can read the Wall Street Journal and Financial Times and dig into that story. Yeah. But it is it is is Joe Wiesenthal was kind of like, oh, is this like a big miss from prediction markets? And that begs its own set of questions, I think. [02:32:48] S0: Yeah. Like it was it was... I don't I don't... It doesn't feel... The whole the whole point of these things Yeah. Is that it's giving you a percent. Like 20% is not not zero. [02:32:57] S1: Oh, interesting. [02:32:58] S0: Like, 20% is like one in five chance this person wins.
02:32:58 · Jordi Hays, John Coogan, Mark Swan, Doug O'Laughlin
[02:32:58] S0: Like, 20% is like one in five chance this person wins. [02:33:02] S1: Yes. But people have come to read prediction markets as it's a crystal ball. If it's at 55% this person, it'll be a 100% by the end of the night. That that's the way people, like, interpret them because they've been so historically accurate. But when there's questions about the election integrity, things get way more crazy and you see more high volatility Yeah. In the outcome. So I I I think you're right in that with an election like what's going on in Brazil, you should look at 20% as, yeah, one in five chance that it's gonna flip that way which is probably more accurate. Probably more accurate reading. [02:33:33] S3: Yeah. Sorry. [02:33:33] S1: You're laughing. Wanna know what [02:33:34] S0: you're Jason Schumann said coming to a city near you. I wanna I wanna know if you're excited about this. [02:33:40] S6: Hey, stop. No. No. No. I didn't ask for this. No. Stop it. I don't have any cash. [02:33:45] S0: Boom. Okay. Venmo. [02:33:48] S1: Oh. It's the robot demanding a [02:33:51] S0: A tip. [02:33:52] S1: Tip for washing your windshield. That is hilarious. Is this CGI AI video or something? I don't know. [02:33:59] S0: John. It's real. Yeah. This is a totally real video. [02:34:03] S1: I'm just interested if if... Like how much work did someone put into this particular video? [02:34:07] S0: No. Mean AI... I mean, the the reason you can tell that it's AI mostly from the voice [02:34:12] S1: Oh, yeah. No. No. No. I didn't ask for this. [02:34:15] S0: Like that's like that tinny... Don't have
02:34:15 · Jordi Hays, John Coogan
[02:34:15] S0: Like that's like that tinny... Don't have [02:34:16] S1: any cats. Yeah. Totally. The tinny voice. It's interesting that the that the voice is lagging more than the video. Anyway, I thought that was going to be a robot that runs up and shows you an ad because that's something I could get behind. You know, like the sign spinner, the sign spinning industry is about to explode because humanoids will be able to spin signs for hours and hours and hours. You can have a power outlet that just plows, powers right in and you can do all the crazy signs. But you've seen the sign spinner guy, right, on Instagram? You've seen this? No. You haven't seen the sign spinner guy? We gotta pull this up. Tyler, find sign the most elite sign spinner you can. Share the video. But I did have an idea for a new ad unit, Jordy, that I think you're gonna like. [02:34:58] S0: Hit me. [02:34:59] S1: So the biggest problem Yeah. Made an ad unit. Software companies is distribution, diffusion, AI diffusion. You know, we need to get the products in the right hands. What's the most underrated ad inventory that's been not being properly monetized right now? Your front door. I'm talking about door to door salesman bringing them back. This is time honored tradition. This is side spinning. Humanoid is gonna be doing this '24... [02:35:28] S0: I don't I don't think any humanoid will be able to do this within the next... [02:35:32] S1: Okay. Got sign spinning bench. We got sign... Sign bench. Look at this. [02:35:36] S0: He'll climb this. This is good. Humanoid lab.
02:35:36 · Jordi Hays, John Coogan
[02:35:36] S0: He'll climb this. This is good. Humanoid lab. [02:35:38] S1: Yeah. I wanna see an optimist doing this. It looks great. No. Don't you think door to door salesmen should make a comeback in San Francisco? Just going on doors knocking and then just saying, hey, I wanna tell you about [02:35:50] S0: Higgs Field. [02:35:51] S1: I wanna tell you about Higgs Field. Are you interested? I'm here on behalf of Higgs Field. We'd to get you signed up. No. No. No. I'm already a I'm already a... Because people go door to door for politicians all the time. And politicians don't have as deep of pockets as SaaS companies. So why [02:36:05] S0: aren't Well, they're SaaS working with volunteers, John. [02:36:08] S1: But people would volunteer to sell SaaS? Certainly. Like if you care about people saving time and money, you would go door to door for RAMP. If you care about cybersecurity, you would go door to door for CrowdStrike, of course. You would. [02:36:21] S0: No. I think going door to door, you know, the offers that you get, it's like take a demo and we'll give you a pair of Apple Pro, Apple AirPod Pros. Yeah. Doing that door to door, hey, I'm... You're in San Francisco, I'm assuming you work in tech. I have this pair of AirPod Pros. If I can just come sit down for five minutes... [02:36:42] S1: Totally. I like that. I would go a little bit further.