00:50:45 · John Coogan
[00:50:45] S0: find an old one. It was it was a good it was a it was a wild luck. It was a lot of fun. It was also just like easier. Lazy. Lazy bones. Not today. Not today in the life of a broadcaster. Quickly. Ready to fire up Astra? Do it on Codex. Codex is a powerful workspace for getting work done with AI agents, whether you're writing code, analyzing data, creating content, or automating business workflows. Codex helps you move projects forward from start to finish. I'm actually really bullish on the Cybercab. I've tested Model s recently and I ordered a Model y l. And the self driving capability is 100% ready to rock. Like, it it is, you know, Brandon and our team were saying that he's at 95% of the miles that he's driven in the car have been in full self driving mode. You had a little bit of tele op for that 5% that's not there. And with a cab, you don't have to negotiate driveways and drop off points and valets as much. Yeah. It's solved. Like, truly, the only time you're driving a Tesla, if you have the full self driving on the latest hardware, is you pulling into your garage or negotiating a parking lot, something like that. Interestingly, Tesla has a feature, smart summon. It can pull out of a of a parking space and come and pick you up. It's a little janky right now, not quite there. You have to sort of puppeteer it yourself. But they don't have a banish mode and there's huge demand for banish, which is the inverse of summon. And Brandon just coined this and I was like, that's actually great. I and he was like, yeah, that's probably what they'll call it. And I was like, yeah, guess, but I wouldn't have thought of that. I don't know.
00:52:28 · Jordi Hays, John Coogan
[00:52:28] S1: Seems like a very Elon Yeah. Word. [00:52:32] S0: So I love the idea of being able to take the full self driving vehicle, get out of it just on the curb, actually at your destination and say banish. Go pay for parking if you wanna pay for parking. Go find a spot on the road. Go drive around until you find something. I'm gonna be here for an hour. Deal with it. Deal with it, AI. You know? Like, that's what I that's what everyone wants. Yeah. For sure. For sure. Anyway. What did Elon actually say about Cybercab? He said 20¢ a mile to run 30 or 40 with taxes. And yes, you can buy one for under $30,000 Get ready to shave your head, MKBHD. Somebody is shaving their head. It's either Tyler or MKBHD. We'll see. I think the cost of autonomous transport will be so low that you can think of it like individualized mass transit. The average cost of a city bus per mile, not the ticket price, because that is subsidized, is about a dollar a mile. The operating cost of a Cybercab will be around 20¢ a mile, including taxes and everything else, probably 30 or 40¢ a mile. Yes, you'll be able to buy one. We expect a cost below 30,000. It is crazy that I'm in a world where I think they're going to ship Cybercab before Roadster. Cause they announced Roadster a decade ago. [00:53:48] S1: I know. But we were expecting something around the Roadster in August. [00:53:51] S0: Right. Yeah. Flying. He and and he told Rogan he was he was gonna show a demo that was gonna blow everyone's mind. [00:53:55] S1: Yeah. So I would expect that hopefully this month.
00:53:55 · Jordi Hays, John Coogan
[00:53:55] S1: Yeah. So I would expect that hopefully this month. [00:53:57] S0: So you think you think you'll be able to buy a Roadster and get it delivered before you'll be able to buy a Cybercab and get it delivered? [00:54:03] S1: I never said I thought you could ever get a Roadster delivered. [00:54:06] S0: You just think it's never gonna come? [00:54:08] S1: No. No. No. But but I would assume if they're gonna do a demo [00:54:11] S0: Yeah. [00:54:12] S1: Then we're still over a year out [00:54:14] S0: Yeah. From delivery Yeah. At least. I mean, just from a financial position, Cybercab makes so much more sense as a business than Roadster. Roadster, I mean, even at $250,000 for the crazy specs, it's still like there aren't that many buyers that want that. A lot of people that are spending $250,000, they want a manual, they want an experience, they want a weekender. They don't necessarily There's want so [00:54:34] S1: many buyers for the Roadster There will be. At least where we are. [00:54:37] S0: There will be. But we're talking about so many buyers, oh, 10,000 cars a year or something. It's not the way people get around Yeah. Every day like taxis. You know? Like, it's just completely different TAM, completely different situation in general. So I don't know. I I might go well, I I'm shaving this side of the head if it's Cybercab first, this side of the head if it's Roadster first, and I think I'll have a head of hair for over a year. [00:55:04] S1: Oh, I thought you were talking still about time.
00:55:04 · Jordi Hays, John Coogan
[00:55:04] S1: Oh, I thought you were talking still about time. [00:55:06] S0: Oh, yeah. Yeah. Yeah. No. We'll we'll we'll do something. There there's other there's other Cybercab videos. They're very fun. Go check them out. Tested Cybercab without a steering wheel or pedals drove us for thirty minutes on a pretty busy Thursday night in Austin, Texas. The 4.7 mile ride cost $9.62 starting tomorrow at 5PM. Anyone in Austin can hail a Cybercap for themselves. Nothing can compare to this. Well, I mean, can compare Waymo to it, but I I guess it's it's it's good that it's rolling out and we are entering the duopoly phase of of full self driving [00:55:43] S1: Cybercabs. In the California Post [00:55:47] S0: Yes. [00:55:49] S1: We were gonna do the mansion section this week as we do, but unfortunately We'll come back. There is a mansion shortage Okay. In San Francisco. AI is minting a new class of millionaires in SF and they're running out of mansions to buy a wave of wealth tied to the city's booming AI industry, sending home prices soaring, triggering bidding wars with as many as 50 offers and leaving even buyers armed with 25,000,000 in cash out in the cold. [00:56:15] S0: Woah.
00:56:15 · John Coogan, Jordi Hays
[00:56:15] S0: Woah. [00:56:15] S1: Frenzy marks a stunning turnaround for a city whose housing market slumped during the pandemic as tech workers scattered and offices emptied. Mhmm. Now AI companies are rapidly expanding, employees are returning to their desks, and startups are generating enormous paper wealth for workers and investors with potentially even larger windfalls ahead. I looked on Compass Mhmm. There are only 14 homes in SF on Compass over 10,000,000. And some of them are like duplicates Yeah. Some aren't even like Mhmm. Some aren't single family homes. You just [00:56:50] S0: have to be bullish on on places that are further away from actual San Francisco. Like you look at what happened with Mill Valley and you have to imagine that with self driving, one a one hour commute to a man's [00:57:05] S1: And Chinese quad copter drones [00:57:08] S0: And for robotic horses. Don't forget about those. There's just going to be more tolerance for a longer commute that where if your commute is you're fully on your laptop, basically. Or you're or you're basically talking to your AI agent. And yeah, maybe you're ready to take over once a month briefly, but 99% of your miles on your commute. Yes, you have an hour commute, which sounds ridiculous when you're living in a mansion, but you're you're being very productive catching up on all your emails, really going back with all your coworkers, hopping on phone [00:57:48] S1: calls Yeah. Hopping on a Zoom saying nothing from my end.
00:57:48 · Jordi Hays, John Coogan, Hunter Somerville
[00:57:48] S1: calls Yeah. Hopping on a Zoom saying nothing from my end. [00:57:50] S0: It's going to be electric. The future is here. This changes everything. Well, our next guest our first guest is Hunter Somerville from Stepstown Group. He's part of you there. He has his first appearance on the show, so we'll bring him in to this evening in Ultradome. What's going on? Hunter, how are doing? [00:58:07] S3: Great. How are you guys? [00:58:08] S0: We're doing Happy early Labor Labor [00:58:12] S1: Day or or or holidays three day weekends in general have actually been a key part of understanding the AI cycle Yeah. Because when people get a holiday weekend, they have a little bit more time to actually like try some of the new tools. And we've actually seen these like longer weekends catalyze Adoption. Adoption. Just like understanding. Yeah. Understanding. [00:58:34] S0: But let's start by trying to understand your career. It's your first time on the show. I would love to kick it off with a little bit of introduction on yourself and Stepdunk. [00:58:44] S3: Happy to. Thank you. So I'm a Baltimore guy, born and raised. Plenty of mansions in Baltimore for anyone who's looking on the venture side. That's right. Just putting that pitch out there. There [00:58:54] S0: you go.