01:01:43 · Jordi Hays, John Coogan
[01:01:43] S0: Never there. [01:01:43] S1: Yeah. If you drop the AirPod case by accident, you... Everyone knows that it has springs inside the ejectors that they built a gas powered. I think it's cold gas thrusters that spray the AirPods all over the train. That could be really dangerous. It could go onto the tracks. It could land directly on the track, cause a derailment. You would be responsible for potentially billions in liability. So the corded headphone is going to keep you a lot safer, and you're gonna have a lot less liability on your hands. So, yeah, 2,000 people agree. [01:02:19] S0: What... Adam Singer says wired headphones are superior, actually. No need to charge them. Easier to keep track of. [01:02:24] S1: Mhmm. [01:02:25] S0: And if they're quarter inch over year, they're higher quality. Yeah. The big thing is you can buy a ton of the Apple corded ones for the same price as AirPods. Oh, that's a You just put them everywhere around your life. You can lose them. [01:02:41] S1: Yeah. You know, it's... Mentally, people probably think like I gotta I gotta think of just one... I gotta I gotta just buy one pair. But if they just think about it like, well, I'm choosing between $200 for AirPods Pro or something or, you know, 20 pairs of wired headphones. You also... Are are the Apple wired headphones the best wired headphones? [01:03:02] S0: Probably not. Okay. But old reliable.
01:03:02 · Jordi Hays, John Coogan
[01:03:02] S0: Probably not. Okay. But old reliable. [01:03:05] S1: Because the benefit of... I I would I would probably stay away from other Bluetooth headphones that aren't on the Apple ecosystem because the integration is so strong. But if you're just plugging it in, it doesn't really matter if it's from another brand. So you could go all over the place. Maybe some nice mahogany headphones. [01:03:25] S0: One more thing to cover before our first guest. Marissa Mayer was talking with the New York Times and they have an excerpt here. Late last year Marissa Mayer was struggling with what felt like an impossible task. Her daughter, Marielle, was turning 10, and Marielle's teacher wanted three bullet points summarizing what made her special. Marielle, the former chief executive of Yahoo and a pioneer at Google, where she was the first female engineer, likes cracking a hard problem. But she felt overwhelmed by the range and complexity of potential answers, so Mayer asked her personal AI assistant, Dazzle. Within a few seconds, Dazzle delivered an answer. It came back and was like, your daughter is empathetic, creative and an animal lover, Mayer said. She thought it was perfect. So the AI leader pick a story, a personal story that actually resonates challenged, is proving to be one of the
01:03:25 · Jordi Hays, John Coogan
[01:03:25] S0: One more thing to cover before our first guest. Marissa Mayer was talking with the New York Times and they have an excerpt here. Late last year Marissa Mayer was struggling with what felt like an impossible task. Her daughter, Marielle, was turning 10, and Marielle's teacher wanted three bullet points summarizing what made her special. Marielle, the former chief executive of Yahoo and a pioneer at Google, where she was the first female engineer, likes cracking a hard problem. But she felt overwhelmed by the range and complexity of potential answers, so Mayer asked her personal AI assistant, Dazzle. Within a few seconds, Dazzle delivered an answer. It came back and was like, your daughter is empathetic, creative and an animal lover, Mayer said. She thought it was perfect. So the AI leader pick a story, a personal story that actually resonates challenged, is proving to be one of the [01:04:20] S1: Yeah. Understand. The New York Times does this thing where they will just let someone talk and you can tell that the writer of that story like thought that that was a weird... Believe that the writer of that story thought that that was a weird anecdote, so put it in the lead and then now it's going viral. As soon as I read that I was like, oh, this is like a choice by the... [01:04:41] S0: Struggling with what felt like an impossible task. Yes. You know, setting it up as like, you know, you're expecting...
01:04:41 · Jordi Hays, John Coogan
[01:04:41] S0: Struggling with what felt like an impossible task. Yes. You know, setting it up as like, you know, you're expecting... [01:04:48] S1: But it does... I mean, it is a real thing where like she's in a very like, you know, CEO mode dealing with these other things and then like sometimes you're like, I don't know what the parents at school... What like... Sometimes like it's hard to describe a kid in the... At the tier of complexity as everyone else. Right? [01:05:08] S0: Braves to steel man this one. [01:05:10] S1: Okay. The other thing that I'll steel man is is the fact that I I I think the idea of an AI agent that hangs out in your camera roll and finds opportunities to do things is sort of interesting. Like, the AI, the the camera roll is an interesting source of information and like memory, basically. And especially if you're in the habit of like screenshotting a lot of things. Like, imagine just anything that you do on your phone, like, of being like, okay, I have this link. I want to send this into my AI app of choice. Save it there and then have it take action on this. It's more just like, oh, I'll just take a script David [01:05:47] S0: says you can't steal this... Steal man. [01:05:48] S1: That's John. I can steal man anything. Anyway, let's Let's bring in our seminar... Joey. Describe yourself in three words without using AI challenge. It was impossible from Marissa Mayer. But how are you guys How [01:06:04] S0: would you describe Doug in in three bullet points? Without using AI. You can't use AI.
01:06:04 · Jordi Hays, Joey Brookhart, John Coogan, Andre Haddad
[01:06:04] S0: would you describe Doug in in three bullet points? Without using AI. You can't use AI. [01:06:10] S8: Without using AI. And feel free to pass because [01:06:12] S1: we know this is an extremely difficult challenge. [01:06:14] S8: Doug is a trendsetter and trend caller. I would say that. And he's probably... He's always in the right place at [01:06:21] S1: the right time. Oh. As [01:06:22] S8: evidenced by by talking [01:06:23] S1: to you today. That's good. About the Anthropic IPO. Yeah. Those are those are those take [01:06:28] S0: me I on like those. Bullets or I don't know if you wanted to [01:06:31] S8: Yeah. Pick those [01:06:32] S7: He's a he's [01:06:32] S8: a handsome guy. I'll I'll give him that too. [01:06:34] S0: Handsome. There you go. [01:06:35] S1: There you go. With a nice [01:06:36] S0: with a fresh cut. Looking good. Looking good. [01:06:39] S1: Okay. Looking good. How long have you had to digest the Anthropic IPO? I guess the big question is like a lot of these facts were leaked because of the Investor Day. What really stands out to you as like new learnings from the S1? [01:06:55] S8: Yeah. I would say most of the information was leaked somewhat before and I think we got some more detail on like per user spend, you know, how big some of the largest customers were. Yeah. Pretty specific details there. [01:07:08] S1: Yeah. [01:07:09] S8: That were, you know, pretty interesting. So happy to dive But into
01:07:09 · Joey Brookhart, John Coogan, Jordi Hays
[01:07:09] S8: That were, you know, pretty interesting. So happy to dive But into [01:07:13] S1: overall, is this a beat? Because it feels like there was like a question. We can get into like the overall health of the AI trade but in general there's like a oh, like, oh, there might be something wrong and it seems like everything was on track. Everything sort of mapped to what was leaked earlier. Things look good across the board. I think [01:07:33] S0: it's like a vibe. It's a vibe speed. That's what I would say. I think people were expecting that there was gonna be like one thing that everyone focused like like the vibes had shifted [01:07:44] S1: The market. [01:07:44] S0: Such a negative way like maybe two or three weeks ago where people are oh yeah, you really want to do a $2,000,000,000,000 IPO While rates are up or Yeah. When you're not, when you're decelerating, like this makes no sense. And now people look at this and they're like, okay, this is like pretty [01:07:59] S1: Incredible business. [01:08:00] S8: Yeah. This was one of probably the best scaling to a trillion dollar plus valuation in the history of capitalism. Yeah. To burn 10,000,000,000 to get to this valuation is insane. To be this level of profitable this early and at this scale [01:08:12] S1: Yeah. [01:08:14] S8: It is, you know, amazing. [01:08:15] S1: Okay. So Doug, incredible capital efficiency. Is this a violation of the AI is similar to the railroad build out concept?