01:12:27 · John Coogan, Jordi Hays
[01:12:27] S1: You know, business person, you you would just want to make sure that you're... You wanna buy the heat and then also participate when Or just do [01:12:34] S2: Do what George Russell did, which is, you know, become a big become a big part of AMG and Yeah. And then, you know, deliver the world's youngest world champion. Yes. Incredible. Yesterday, really Kimi. Really amazing. [01:12:48] S1: So good. And early too. We're still early in the season, so great to see. Northwood Northwood is on an absolute tear. Northwood space, we've had Bridget on the show multiple times at this point. She's back raising $375,000,000 at a $2,000,000,000 valuation, co led by a 16 and DFJ Growth. Just less less than nine months after series b, Northwood says this round of funding will be used for accelerating delivery on existing contracts, talent acquisitions, the build out of Northwood's ground... Global ground network for commercial US government and allied space missions. And we've seen, just, yeah, just incredible. It it was a very contrarian move. It's not exactly like a bet against Elon, but it's it's it's standing... It's expecting that the other players will be taken seriously, that there will be, you know, a way to either work with SpaceX ultimately or work with all the other partners who want to have a separate backbone. So, it was just like the right idea at the right time, great execution, and, yeah, what what what an absolute run. What else is in
01:12:48 · John Coogan, Jordi Hays
[01:12:48] S1: So good. And early too. We're still early in the season, so great to see. Northwood Northwood is on an absolute tear. Northwood space, we've had Bridget on the show multiple times at this point. She's back raising $375,000,000 at a $2,000,000,000 valuation, co led by a 16 and DFJ Growth. Just less less than nine months after series b, Northwood says this round of funding will be used for accelerating delivery on existing contracts, talent acquisitions, the build out of Northwood's ground... Global ground network for commercial US government and allied space missions. And we've seen, just, yeah, just incredible. It it was a very contrarian move. It's not exactly like a bet against Elon, but it's it's it's standing... It's expecting that the other players will be taken seriously, that there will be, you know, a way to either work with SpaceX ultimately or work with all the other partners who want to have a separate backbone. So, it was just like the right idea at the right time, great execution, and, yeah, what what what an absolute run. What else is in [01:13:56] S2: the time? Really sad news. The Texas family that was on the Plane. Plane crash yesterday was a 44 year old tech entrepreneur named Adam Robinson, who had a company called retention.com. I never knew Adam, but I know that a lot of people in ecom were were customers and, yeah, just a really tragic event all around and a rough year for the Austin tech community. [01:14:28] S1: For sure. Yeah. There was another plan [01:14:30] S2: Prayers with with their family.
01:14:30 · Jordi Hays, John Coogan
[01:14:30] S2: Prayers with with their family. [01:14:31] S1: Yes. Yes. And it is a palate cleanser. I mean, let's go over to Andre Kirkpaty because he hacked together HackerTube, which is... He built his own YouTube. You saw this with the content recommendations. So he has he has all the different comments and Hacker News submissions. He filters those through Claude and then creates a new YouTube, fully vibe coded, just clone of YouTube, so he can, just watch exactly the videos that he wants recommended by real programmers. Sort of an interesting moment of, of, you know, these, like, instantiated, like, custom software. It's like, it's like a lot [01:15:14] S2: And I like I I like how people were like, what... What's your prompt? And it was just, like, this is the most simple Yeah. That he shared. And it was like it was like two sentences. [01:15:21] S1: It was like, here's the idea. Make it. Yeah. Yeah. Encode [01:15:25] S2: them. I I want I want I want this... I basically want my YouTube... My exact YouTube algorithm Yeah. No AI voice. I don't want any I don't want any videos where the creator Yeah. Isn't talking through it themselves. Yeah. That's a good start. Yeah. And then I think secondary is, like, detecting, like, pure AI scripts. [01:15:42] S1: Yeah. Yeah. Also, mean, you can easily go through the channel and go backwards to see when the channel was created. And that helps to know is it some new... [01:15:50] S2: Channels older than than four years old.
01:15:50 · Jordi Hays, John Coogan
[01:15:50] S2: Channels older than than four years old. [01:15:52] S1: Yep. Basically. And this is interesting. The the trick is I don't watch a lot of YouTube on desktop. I need an iPhone app, Andre. So let's get into [01:16:03] S2: the app [01:16:04] S1: I don't watch YouTube on TV. [01:16:06] S2: Really?
01:16:07 · John Coogan
[01:16:07] S1: Yeah. Usually, background audio on my phone for most of these things. Like, anything here, I would either be watching on my phone. Although, of course, you could do it on the... In Safari, but, I like I like an app. I like an iPhone app. Anyway, the other the other big news, we're gonna talk to the semi analysis folks, tomorrow or the next day, but, they have a big benchmark out, g d p x. They're getting in the benchmark game. And, really, really interesting to see Dylan Patel issuing an official apology to Google. He says they cooked with carbon. It's spikier in terms of domains and capabilities, but it's really good in a few key areas. And so, GDPval is a benchmark for measuring agentic capabilities across the most valuable domains, and they they they they highlight the fact that the best model scores just 12%. It's neck and neck between a lot of the frontier labs and, of course, takes into account the... You know, semi analysis is lot about ROI and the actual value of these tasks. So it'll be very interesting to see the labs hill climb all of this, and maybe this is the answer to your question about the next leg up, because these are very practical things. Like, so many so many jobs, so much work doesn't look like a, you know, like a math eval on the day to day. But a lot of these GDPval benchmarks are specific tasks around, things that businesses would like to do more of, like go and patch bugs, go and, you know, fix things in the in the in the actual business. So, congrats to the seminalysis team on the launch. Natasha asked an important question. We gotta get to it. Jordi, did you see this?
01:17:51 · Jordi Hays, John Coogan, Ryan Serhant
[01:17:51] S2: She was a [01:17:51] S1: big fan of our she was a big fan of our, Elf on the Shelf interview. But Natasha asks, on 11/01/2026, is it too early to put my Christmas tree up? What do think, Jordi? [01:18:04] S2: Absolutely not. Absolutely not. As long as you have a backup tree. As long as you basically slate delivery of a second tree. Sure. Probably like December 1. [01:18:16] S1: Yeah. Well, you're a fan of the Christmas tree subscription that starts in, late July, and then you're getting a monthly tree Yeah. Leading up, and they just get progressively bigger and bigger in your house. So you can only... You only... You really only need the tree to last a month, swap it out till the final tree arrives. [01:18:31] S2: What's the right [01:18:32] S1: number of trees?... Tall In in one house? Yeah. One per room would be the baseline, but then also you consider outside... I'm talking about, like, bathrooms. [01:18:41] S2: Oh, bathrooms. Like, she wants a smaller tree in there. [01:18:44] S3: I mean, [01:18:44] S1: this is technically a room, a bathroom. I think you gotta put a small tree in [01:18:47] S2: there. Yeah. Yeah. So if somebody's saying, like, you know, five bed, five bath, it's really, [01:18:51] S1: 10 trees. 10 trees. But, I mean, what... There is a little bit of, like, an exchange rate because one snowman goes pretty far. You know? You can get a snowman going. And I believe we have our next guest joining in just a minute. What else is going on in this... In the timeline? We will bring in Lynn. We're good to go. Welcome to the show.