00:27:02 · Jordi Hays, John Coogan, Will Mayer, Tyler
[00:27:02] S0: Could happen. Raghav wants to turn it into an Amman. [00:27:05] S1: Amman would be good. Data center seems obvious depending on What [00:27:10] S0: about the first Amman with the data center? With some local AI? [00:27:15] S1: Both. So quickly, you asked about the price. In 2016, IBM sold the property for $31,750,000 and it's owned by a LLC that shares a 5th Avenue address with Sebastian Capital, everyone suspects Sebastian's. And on the deal, a plan to convert it to a private school foundered during COVID, and Sebastian said it is Foundered? Considered Yeah. Foundering is, like, failing, but, yes, foundered. So floundered would be, you know, another appropriate term for what happened, but it did not it was not successfully converted into a private school, obviously. But if you if you want to take a wild swing, go pick it up, make Sebastian Capital an offer. Let's see. I wonder what it would trade for today. Lots of work to be done. Car [00:28:05] S0: and driver. [00:28:07] S1: Quickly. Tyler had something on the IBM complex. [00:28:09] S7: Yeah. So okay. [00:28:10] S1: You planning to go? [00:28:11] S5: 1,100,000 square feet. Okay. Historically, you'd see, like, I think something like around 10 watts per square feet. [00:28:17] S1: Okay. [00:28:18] S5: Maybe it's a little bit higher tech, This is IBM Okay. Eighties. An estimate, I think, is reasonable is around 20 megawatts. [00:28:26] S1: 20 megawatts. [00:28:27] S5: Yeah. So you're looking at a small data center.
00:28:27 · Tyler, John Coogan, Jordi Hays
[00:28:27] S5: Yeah. So you're looking at a small data center. [00:28:30] S1: Is there any natural gas in Can the we frac? Can we put solar panels on the roof? Can we build a nuclear reactor there? What are our options if we wanna get this thing churning out tokens? We're turn it into a token machine. Interesting. We should go check it out. Anyway, let's move on to the New York Stock Exchange. Wanna change the world? Raise capital at the New York Stock Exchange. Just do it. And Jordy [00:28:55] S0: Car and Driver says 2026 Lucid Gravity available with no interest due to no interest. What? Several months after launching the 2027 Gravity, Lucid still has plenty of 2026 models, so it's offering customers an interest free loan incentive.
00:28:55 · Jordi Hays, John Coogan
[00:28:55] S0: Car and Driver says 2026 Lucid Gravity available with no interest due to no interest. What? Several months after launching the 2027 Gravity, Lucid still has plenty of 2026 models, so it's offering customers an interest free loan incentive. [00:29:13] S1: Okay. I wonder how long there's no interest on the loan. That seems like a good deal. The Lucid is a very well reviewed car, very luxurious interior, very polished product for some of the higher, more performance oriented trims. Incredible zero to 60 times. Incredible range. I think Larry David has one. They're they're they're well reviewed cars, but it's a electric vehicle, which has high depreciation, and then you're signing up to work with a company that a lot of people think might not be around forever. So what does the maintenance and repair and flow of products and new parts look like in a decade? And so that is a risk factor for a lot of people. But, the Lucid Air Gravity, I think it looks sort of cool. It's sort of like it's a little bit like it wants to be a minivan. It's trying to do the job of a minivan, but they didn't just lean into the sliding doors. At least the Model x realized that what makes the minivan great is the is the accessibility of the doors, and they made them cool doors by making them gullwing or butterfly doors. [00:30:22] S0: Yeah. The problem here is that when I looked up Lucid Gravity for sale, I'm seeing a 2026 with just 3,000 miles that's selling for a 125,000 [00:30:33] S1: That's a lot of money.
00:30:33 · John Coogan, Jordi Hays, Vincent Weisser
[00:30:33] S1: That's a lot of money. [00:30:33] S0: Dollars. That's a lot of dollars. Mhmm. And even if you're paying no interest, it's probably losing, you know, it's depreciating thousands of dollars a quarter. And so it's still gonna be rough ownership experience. [00:30:50] S1: Yeah. Yeah. It will be interesting to see where they end up. I know they already have some big investors and potentially some corporate partners. It could eventually be rolled into another organization as sort of the EV strategy of a larger automotive group. Who knows? Did you wanna look at end of stay? Did you see this? We gotta pull up this video because we were talking about exactly this. The nine six four Cabriolet Junior is a Porsche nine six four that has been shrunk, actually shrunk exactly what you said. Look at this video, Cory. This is what this is what you asked for. Fully customizable. And look at this. It looks normal size, but wait until this guy gets in it. This is amazing. So it is a go kart that has the bodywork of a Porsche. And so you can get one of these. They go, like, 60 miles an hour or something like that. They're pretty fast. So So I think if you put governor on this vehicle, you'd have what you want, which is the the the vehicle for the kid that is fun, engaging, and highly stylized and made with precision. The group behind this is called End of Stay, S T A Y, has periods after it. So I imagine it's some sort of acronym. What a Wow. [00:32:19] S0: They did it. Yes. They did it. [00:32:22] S3: They did it. [00:32:23] S0: I I'm interested.
00:32:23 · Jordi Hays, John Coogan
[00:32:23] S0: I I'm interested. [00:32:25] S1: You can see the YouTube video here, the preview of the nine six four turbo junior high performance version. It's an absolutely crazy, crazy video that I got organically served to me. And I was like, this is what we've been looking for, for sure. This is exactly what we were talking about. I need one. I think you do. [00:32:45] S0: I need one. [00:32:46] S1: Anyway, GPT five GPT Live, a new generation of voice models for natural human AI interaction launched today from OpenAI, rolling out to ChatGPT starting today, taking shots at that guy on Instagram who's unsatisfied with legacy voice models. It's a lot smarter. [00:33:05] S0: I have a feeling he's gonna find a way to keep using the old models. [00:33:09] S1: Oh, maybe. Or he'll just become who's the the Liberator? He's sort of the Pliney the Liberator of voice models in that I know he's taking shots and he's like very unhappy with the quality of the voice models, but at the same time, he does a great job of actually exposing and finding limitations, not necessarily jailbreaks, but he he by watching those videos, you can very clearly understand, okay, I understand what's going on here. It's not it doesn't have tool use, so it can't count. It can't set a timer. It doesn't have a long running context window that can stay with you for a long time, so it gets lost. You can't talk to each other. There's a whole bunch of different ways. And once you have all of those documented by just a he's basically like a white hat hacker. He's he's He found a
00:33:09 · John Coogan, Tyler, Will Mayer, Ben Thompson, Jordi Hays, Rodrigo Liang
[00:33:09] S1: Oh, maybe. Or he'll just become who's the the Liberator? He's sort of the Pliney the Liberator of voice models in that I know he's taking shots and he's like very unhappy with the quality of the voice models, but at the same time, he does a great job of actually exposing and finding limitations, not necessarily jailbreaks, but he he by watching those videos, you can very clearly understand, okay, I understand what's going on here. It's not it doesn't have tool use, so it can't count. It can't set a timer. It doesn't have a long running context window that can stay with you for a long time, so it gets lost. You can't talk to each other. There's a whole bunch of different ways. And once you have all of those documented by just a he's basically like a white hat hacker. He's he's He found a [00:33:53] S5: bunch of benchmarks. [00:33:55] S1: Oh, wait. What? [00:33:55] S5: He found a bunch [00:33:56] S7: of, like, [00:33:56] S8: good benchmarks. [00:33:56] S1: Yeah. Yeah. Yeah. Basically benchmarks, like if you can satisfy his his videos and run those experiments again in a satisfying way, you probably have a better product at the end of the day. So I don't know. I think it's I think it's cool. I'm excited. [00:34:09] S0: Very yeah. I'm super excited for this one. I I wonder if the yeah, the real time nature unlocks [00:34:17] S4: Mhmm. [00:34:17] S0: Like, under unlocks, like, almost like a new kind of, like, pod like, real time, like, podcast format where you can just actually have a conversation about a topic. [00:34:26] S1: Yeah. [00:34:27] S0: Right?