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.
02:36:42 · John Coogan, Jordi Hays
[02:36:42] S1: Totally. I like that. I would go a little bit further. [02:36:44] S0: Why not? It's like you're willing to do it in the digital realm. Yeah. Why are you so afraid to do it in person? And I think a lot of people there seeing the AirPod Pros there and they're like, I'm a wired guy but Yeah. 500 is $500. Yeah. Yeah. I'll take it. Yeah. I've even seen the people offering... I think Rippling was offering Eight Sleeps. Yeah. Yeah. You know? [02:37:01] S1: Yeah. Yeah. No. Totally. So the the... You could take this even farther because because have you ever seen that in... There's number of there's a [02:37:11] S0: number [02:37:11] S1: of vacation destinations. Like, you go to Cabo, you'll get off the you'll get off the plane and the... And there'll be someone there who's like, I'll drive you to your hotel. Let me tell you about this time share opportunity. I just wanna stop by and give you a little tour of this cool time share. They'll try and give you the pitch. You could be doing that in the most elite ski towns right around ski season. Somebody gets off the plane. You say, hey, I'd love to I'd love to give you a free ride from the FBO to your to your mountain house, but I'm gonna be [02:37:42] S0: pitching But it's a you it's an elite [02:37:43] S1: I'm gonna be pitching you softly the entire Yes. Exactly. [02:37:47] S0: So what do you guys who do you guys really use on the database side these days? [02:37:51] S1: Have you been looking at Mongo? You're thinking about going non relational? Because like SQL is just like not really [02:37:57] S0: Got it.
02:37:57 · Jordi Hays, John Coogan, Andre Haddad
[02:37:57] S0: Got it. [02:37:57] S1: You need right now. You gotta get MongoDB. I I feel like I feel like that might be that might be a winner. [02:38:03] S0: You land at Big Sky. There's guys doing sign spinning. [02:38:06] S1: Sign... Well, robots are doing the sign spinning. The BDRs are doing the driving and [02:38:12] S0: the and the more interpersonal. [02:38:14] S1: Interpersonal. Exactly. Anyway, anything else in the timeline you wanna run through before we get out [02:38:19] S0: of here? Oh, man. There's a lot. [02:38:22] S1: Okay. [02:38:22] S0: Well, we'll save it for we'll save it for tomorrow. [02:38:24] S1: I'm ready. I'm ready. Okay. We'll save it for tomorrow. Anyway... [02:38:28] S0: It's been a great day. It's that time. [02:38:30] S1: Yeah. We're so close to Christmas. We're [02:38:33] S0: just hours away. [02:38:35] S1: Next week's gonna be rough. This week's gonna be rough. Give us five stars. [02:38:38] S7: We love you.