00:18:38 · John Coogan, Jordi Hays
[00:18:38] S0: Because this is like yeah, is it is it working [00:18:40] S2: for Anyways, let let me continue. Did you discuss Alice Wong? Yes. Did you discuss her access to Jensen? Yes. Did you highlight her Chinese state media background? Yes. Did you question Megaspeed's activities? Yes. Did you explicitly suggest she was a spy? No. Could the discussion be interpreted as raising suspicions? Yes. So it was too early to go out and say like, you know, we didn't have any real details around the situation but the whole situation was so suspicious that it was hard to... I'm surprised it's taken this long for it to kind of bubble up. [00:19:13] S0: Yeah. Yeah. No. It's very, very tricky. Yeah. I mean, it seems like at the very least, it's like she is being accused of being deployed to figure out how to gain access to advanced AI chips. So how how can more NVIDIA chips land in Malaysia? Right? Because the more the more chips that get to Malaysia, the more inference that will be available for [00:19:36] S2: Yeah. [00:19:36] S0: China, essentially. [00:19:37] S2: Matthew's in the chat pretty much saying what we're all thinking, fool me once, shame on you. Fool me twice, you get fooled. Can't get fooled again. [00:19:45] S0: That's a great quote. George W Bush. [00:19:47] S2: One of the best quotes in [00:19:48] S0: One of the best. [00:19:49] S2: White House history. [00:19:50] S0: Yeah. That's good. Well, Jensen has not responded to this. He he has not actually posted since October [00:19:58] S2: here's the thing. 20 Have they had interactions over the last...
00:19:58 · Jordi Hays, John Coogan
[00:19:58] S2: here's the thing. 20 Have they had interactions over the last... [00:20:03] S0: We've been featured together. Right? [00:20:05] S2: Over the last year, though. [00:20:06] S0: Oh, interesting. This might be, like, kinda old. [00:20:08] S2: I think it might be I think it might be old news. [00:20:12] S0: Yeah. Yeah. Yeah. You'd imagine if, like, the The New York Times is on the hunt that, like, the CIA would also be like, hey, you gotta stop talking to this person. They are trying to get information out of you, something like that. I don't know. But it'll be it'll be interesting to see what happens with mega speed with Malaysia in general. Like, it's kind of a canary in the coal mine, that chart of compute by country. If Malaysia continues to ramp compute capacity, it's like we don't know the cause, but we know that there's a problem. You know? It's kind of like if you're if you're measuring a like an athlete and you're and you're noticing like insane blood glucose levels or something. Like, you might notice that there's a problem before you can diagnose it. Malaysia seems to be in that camp of like, it's odd if they're scaling dramatically. Yeah. Given the local... This... The local economy. [00:21:14] S2: It's suspicious.
00:21:14 · Jordi Hays, John Coogan
[00:21:14] S2: It's suspicious. [00:21:15] S0: Yeah. And so, I don't know. I mean, there's there's a whole bunch of chip sanction, chip control legislation that could be expanded, reworked, changed. There's also... I mean, the incentive is just so high. We've heard about people taking hair dryers and removing labels from servers to get them across the... Across borders. It's a... It's an extremely valuable... [00:21:40] S2: That was called super micro. I think
00:21:40 · Jordi Hays, John Coogan
[00:21:40] S2: That was called super micro. I think [00:21:42] S0: it was super micro. But anytime that there's these geopolitical walls, there's just such an incentive for arbitrage. I remember hearing about people that in the Russia Ukraine war would take basically, like, a first class fight to a western democracy, buy a DJI drone at, like, a Best Buy for a thousand dollars or buy a bunch of them, put them in their suitcase, fly them into the closest country, hop on a train or a bus, get into the conflict zone, and be able to sell them for, like, $10,000 apiece. And so that arbitrage is just like, okay. One trip, five ten drones, I mean, I make a 100... I make $90,000 in profit. Yeah. People do that. It's the same thing with with NVIDIA GPUs. So there's going to be an incent... A huge incentive not just to steal them and divert the cargo and do whatever you can, but also get close to the CEO, see what you can do, learn what is their actual process for making sure that chips aren't diverted. Right? How how can we mitigate the diversion as much as possible or divert as much as possible. Right? And so it's an ongoing ongoing battle. But another another example of the the the high geopolitical stakes of the AI race is this the moment that AI 2027 was talking about. China wakes up. Wakes up and starts spying, like starts going more aggressively. Wouldn't [00:23:05] S2: that... They've they've been doing [00:23:06] S0: this for couple of years then. Yeah. Yeah. This is The New York Times wakes up. New York Times wakes up to what's going on with the with the geopolitical spying.
00:23:06 · John Coogan, Jordi Hays
[00:23:06] S0: this for couple of years then. Yeah. Yeah. This is The New York Times wakes up. New York Times wakes up to what's going on with the with the geopolitical spying. [00:23:16] S2: No. But there was articles about this [00:23:18] S0: Last year. [00:23:19] S2: Last year. [00:23:19] S0: No. I know. [00:23:19] S2: Like, so that... That's why that's [00:23:21] S0: But this why is like a big one. I mean, if you look at the New York Times text... [00:23:24] S2: The revelation... Re the revelation... Maggie [00:23:26] S0: Haberman, Anna Swanson. It's like they brought out their a team, six people, seven people on this on this byline. Like, it's a big deal. Yeah. Were there any other call outs that were driving conversations? I mean, already read the Ryan Mac screenshot, I believe. But it is never, never more important to be careful around mega speed CEOs, I suppose. Yeah. Odd. Funny funny name for a company. [00:24:00] S2: Anyway. Yeah. Should we go down the rabbit hole? [00:24:04] S0: Yes. We should. Let's see. Simulated markets. The simulation hypothesis. So this... I went down this rabbit hole a couple days ago because you got served this video too on Instagram. Right? [00:24:16] S2: You exact same feed. [00:24:18] S0: For some reason, doesn't show us any ads and sends us the exact same videos at the same time. I mean, this is just the nature of, like, things that go viral. Everyone sees them. But let's go... No. [00:24:29] S2: But we specifically are sending posts back and forth all day. [00:24:32] S0: So it's like you guys like the same thing. [00:24:33] S2: Yeah.
00:24:33 · Jordi Hays, John Coogan
[00:24:33] S2: Yeah. [00:24:33] S0: So there's this video. [00:24:35] S2: Yeah. We have the... We'll we'll each send the same video [00:24:38] S0: Yeah. [00:24:39] S2: To each other. [00:24:39] S0: And I'm just like like we're just like Scroll up. [00:24:42] S2: Up. Everyone will send the the night. [00:24:44] S0: Everyone sends the same video. There's... Two reels [00:24:48] S2: passing in the night. [00:24:49] S0: That has the the the the title losing our house because Really? Day Really, Tyler? What happened? [00:24:58] S2: I had to take it off. [00:25:00] S0: Oh, took Wow. [00:25:03] S2: Oh, to take it off. I'm sitting here in the capital of show business Yeah. And you got a little bit uncomfortable with with with your character. [00:25:11] S0: Have that backlink behind you over your shoulder. He looks like a little angel on your shoulder. I like the way it's framed right [00:25:16] S2: now. [00:25:17] S0: It's great. Let me tell you about Console. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees instant resolution for access requests and password resets. So this this video came up and it says losing our house because of day trader. Did you notice this? Not because of day trading, but because of day trader. So already odd grammatical error, but play this video because it's designed to sort of rage bait you and go go viral. And it has this saxophone getting louder song. And it's the whole family. This would normally be a tragedy. Like, you're losing your family home. But [00:26:03] S2: Yeah. Really