01:53:36 · Jay Madheswaran, John Coogan, Jordi Hays
[01:53:36] S5: To fully automate things like client outreach and talking to them, getting there. Those are features we have, but in terms of how far it can go, I still think you need a human element. [01:53:47] S0: Yeah. The dial, you would turn on voice. I mean, Jack Dorsey launched a voice model, like, last week, and it was, like, way more casual, and it didn't feel like chatting with a super intelligent model, but that was kind of the point and people were wowed by that. Are are you are you interested in latency or intelligence or reliability or or tonality? Like, what are you searching for in the next great voice model that you will be celebrating when it comes when it's released? [01:54:13] S5: For us, it's still latency and Latency. Intelligence. Like, the latency intelligence combo [01:54:18] S0: Yep. [01:54:18] S5: Is really important for us because we're actually trying to boil down the attorney knowledge right into the intake call [01:54:24] S0: itself Sure. [01:54:24] S5: Which has been historically impossible. Like, you're not gonna be paying $500 an hour for someone to take phone calls. [01:54:30] S0: Yeah. No. That makes no sense. [01:54:32] S5: So that's what we're doing. And I think we're close, but not there yet. Probably the next model, hopefully, will get us there. [01:54:40] S0: Cool. Well, congratulations. Thank you so much for coming on the show. Have a great... And we'll talk to you soon. [01:54:45] S2: See you again soon, dude.
01:54:45 · Jordi Hays, John Coogan, Ice Cube, Arthur Querou
[01:54:45] S2: See you again soon, dude. [01:54:46] S0: Goodbye. Congrats. We have Arthur from Vibe coming back on. I... If if you wanna if you wanna market Eve, what do you think about this? Go to the hospital, find all the Mercedes s classes, put pamphlets under the windshield wiper, chase the ambulance chasers. I think that's the way you you you build that business now. [01:55:03] S2: Wait. Why are the... Oh. [01:55:04] S0: Because all the lawyers are in the s classes in the hospital parking lot because the... Because they're chasing the ambulances to get the to get the personal injury attorney. This is the famous ambulance chaser joke. Any... [01:55:14] S2: Blah blah blah blah blah. [01:55:16] S0: I may have missed it. We got Arthur. Some Vibe. Welcome back to the show, Arthur. Nice to [01:55:22] S4: see you. [01:55:22] S2: Hey, guys. How are you? [01:55:23] S0: How you doing? Always good to catch up with you. What's the latest? What's the latest? Well, look. Are you here to correct the record about your your your fake joke quitting? You gotta set the record straight that you do in fact still [01:55:37] S8: so much trouble. I got in so much trouble. First tweet I do, post acquisition from Quiz Walmart, billion dollar acquisition, I say, I quit. Yep. They freaked out. [01:55:46] S2: They freaked out. I freaked [01:55:47] S0: out because I read it I read it just randomly in the timeline. I was like, oh, wow. Like, Arthur's out. And then I [01:55:52] S2: didn't get him. I was sitting right here, it's obviously a joke.
01:55:52 · Jordi Hays, John Coogan, Arthur Querou
[01:55:52] S2: didn't get him. I was sitting right here, it's obviously a joke. [01:55:55] S0: Obviously a joke. It was like, perfect meme if you're in tech. You understood that there's a reference to Jacob Coxen, the AI researcher who quit and went on national news tour for it. But, yes, lots of people didn't have all of that context. So good to correct the record. Still going strong in Vibe, still going strong at Walmart. How separate are the are the two organizations today? Are you in the same building? Are you are you moving things together? What's what's the day to day like [01:56:21] S8: for We're still in our building. Vibe steals some kind of an independent King in [01:56:25] S2: the castle. [01:56:26] S0: King the castle. But [01:56:29] S8: but we're supercharged by Walmart, and it's been pretty amazing. It's always scary to join such a large... [01:56:36] S0: They're backing the truck up for you. I like it. We needed that. We needed that. [01:56:41] S8: So, yeah, it's great. And so today, we're announcing the Walmart Audiences. [01:56:44] S0: Okay. Yep. Fantastic. Congratulations. Okay. [01:56:47] S2: So what does that what does that mean? Bring it down. What does that mean for for business owners? [01:56:51] S8: Yeah. [01:56:51] S0: So how do we make money off of this? How do we make money off of this? I have a d to c brand. Am I gonna use Walmart Audiences to grow my brand? How how do I profit?
01:56:51 · John Coogan, Arthur Querou, Ice Cube, Jordi Hays
[01:56:51] S0: So how do we make money off of this? How do we make money off of this? I have a d to c brand. Am I gonna use Walmart Audiences to grow my brand? How how do I profit? [01:57:03] S8: Yeah. So, basically, this is some kind of a meta advertising moment. Yeah. Walmart Audiences... So, you know, Walmart has half a billion, SKUs in their catalog. [01:57:12] S4: Yeah. [01:57:12] S8: And now all these buying signals, whether it is people who have intent to buy or people who are regular buyers of product, you can target them based on what they've bought directly on streaming TV. Mhmm. So that gets, like, hyper precision for performance marketers. Our mission has always been to transform TV advertising as an acquisition channel for performance marketers, and now it's even more real. Yeah. So it's super, super exciting. This is the first time in history that TV is so enabled by commerce signals. So if you're... If you have a DTC brand, you can now target, like, competitors' product, those kind of things. It opens up to tons of crazy and super cool use cases for TV advertising. [01:57:49] S2: Yeah. Very cool. Yeah. There's, like, a bunch of companies that I'm gonna send this
01:57:49 · Jordi Hays, John Coogan, Arthur Querou
[01:57:49] S2: Yeah. Very cool. Yeah. There's, like, a bunch of companies that I'm gonna send this [01:57:52] S0: How excited are you about... I know you probably can't speak specifically for Walmart's strategy here, but just you're on the team that's open for business in the AI agent to commerce era, and it feels like there's clearly a world where you're doing connected TV advertising. You see something. There might be a QR code, but it's a lot easier to text your agent, go buy that for me, and Walmart's open for business. Is this exciting for you? I don't... I I... I'm not trying to get a scoop. Know you're not [01:58:23] S8: gonna be very exciting. What I what I what I can say is that AI leadership is led by Daniel Denker. [01:58:30] S0: Yeah. [01:58:31] S8: And so it's super exciting to have someone so experienced, so knowledgeable on the on the topic. I know Walmart released their agentic profiles to open up agentic commerce a few days ago. [01:58:43] S0: Yeah. [01:58:44] S8: And so that shows the kind of vision they have and super cool ambition they have around AI in general and being part of such a such actually a tech company. I think this is what the most surprising thing about Walmart, it's a tech company at the end of the day. [01:58:55] S0: Yeah. Yeah. No. Totally. [01:58:57] S8: And so being part of them is really awesome.
01:58:57 · Arthur Querou, John Coogan
[01:58:57] S8: And so being part of them is really awesome. [01:59:00] S0: Yeah. It feels like there's probably a lot of interest. Like like, Vibe is a very tech native company, like a true startup. Right? And then you go into a company that's, you know, very old, but it has leaned in, especially in the AI agentic commerce era. Are you having opportunities to merge different teams or do little sprints with folks from your team that might bring some fresh blood to a Walmart team, hop in a group, and discuss what you're seeing from your perspective and merge that with them and bring that. Has that been one of the add ons of the acquisition? [01:59:35] S8: Absolutely. Absolutely. We... So right now, we mostly work with the Walmart Connect people, [01:59:39] S0: which is [01:59:40] S8: the advertising division from Walmart. [01:59:41] S0: Cool. [01:59:41] S8: This is exactly what's been happening, and we share our best practices. They also have, you know, a lot of power behind them and firepower, so we kind of merge that. And it's, like, it's super exciting right now. And they have been really thoughtful about how to integrate the company and not just tell us, like, you're now part of Walmart and you work the way we do. They're more in the way of, like, help us transform the company, so it's crazy exciting.