01:25:07 路 Jordi Hays, John Coogan, Sridhar Ramaswamy
[01:25:07] S0: They they got you hooked. Yeah. They they they got you hooked. [01:25:10] S1: No. Was hooked. I was elite. So yeah. You go play the games while it's in development. You file bug reports. Quality assurance tester. But your basically your job is to play video games all day. Worked with a guy who was super chill and like he was just like, this is my career. Like I'm is I'm happy with this. Like I'm I'm I'm a video game tester. And then I I checked in with him a couple years later and I was like, hey man, like how's the video game testing business going? And he was like, you know, I actually had a shift in my career. I'm a DVD tester now. It's even easier. So he did, I just sit there and watch the full movie and then tell the tell the people like, yep, like there were no audio bugs. Or there was no there were no drop frames in the whole movie. I sat there I watched the whole movie and it looked fine. Thumbs up. And then every once [01:25:58] S8: in a
01:25:58 路 John Coogan
[01:25:58] S1: while he'd be like, oh I was in the menus of the DVD and when I went to behind the scenes footage it wouldn't play the correct video. Had the title for, you know, interview with the director and it actually played interview with the cinematographer so you got to fix that. Like these things happen like UI bugs pop up in DVD menus. But what a wild job, DVD tester. It's a good one. Good one. Anyway, this fellow is obsessed with GTA six and he's doing anything and everything to understand whether or not GTA six will be released on time. There's two methods here if you want to know GTA six is going to released on time. You can just shake down Strauss Zelnick for the truth or you can do what he did which is he set up acoustics around the rock star headquarters to measure audio levels near a meeting room and he discovered that his equipment had disappeared and when he returned to check on the latest data. But he didn't stop there. He started camping outside, monitoring traffic and tracking the number of cars and their estimated value. Oh, there's an executive in town. That means something for the GTA six release date. Oh, there's more cars coming in, probably a lot of people working late nights getting it out, burning the midnight oil. And so he believes such data can be used to speculate on how many executives may be spending time at the HQ as opposed to regular employees and an increase in both traffic and high value vehicles could indicate Trailer three is coming. He's also considering an even more insane idea, which is to measure the amount of oxygen in the area to monitor how many people are around, he did it. He started monitoring the oxygen around Rockstar North, and he believes trailer three is coming soon after noticing that oxygen levels dropped to about 20.3%. We actually need to use basis points this time from twenty point three to twenty point o four after five p. M, suggesting increased oxygen consumption in the area after normal working hours. He's also monitoring the number of cigarette butts. I thought it was just a GTA six fan. I'm excited. Everyone's excited. Maybe it's a rock star or a take two shareholder. You had a different theory. What was your theory on his motivations?
01:28:04 路 Jordi Hays, John Coogan
[01:28:04] S0: I don't believe that people are gonna go to these lengths unless they're making money on it. [01:28:09] S1: Okay. And how would he make money? [01:28:11] S0: There's a lot of like prediction markets with, you know, plenty of volume. [01:28:15] S1: Yeah. Could be trading the stock directly but could also be betting on a prediction market that's [01:28:20] S0: Oh, yeah. If there is a yeah. Theoretically, if there were to be another delay, I'm sure the stock would [01:28:25] S1: Yeah. [01:28:25] S0: Probably react to that. [01:28:27] S1: Yeah. Absolutely. It is very very fun story. [01:28:31] S0: A hedge fund should hire this guy to do True. Other types of [01:28:35] S1: True. [01:28:35] S0: Detective work. [01:28:36] S1: Yeah. It's almost I it almost feels like it's going over the line, maybe illegal. I don't know. Like if I I I would be very frustrated if someone was standing outside of our UltraDome with a [01:28:45] S0: Measuring the air. [01:28:46] S1: Measuring everything to see if we're gonna interview Matthew Prince yet next. Well, we are. We are. Because he's in the waiting room and we're bringing him in to the TBPN UltraDome. Welcome to the show. Thank you so much for taking the time. How are you doing? Gentlemen, good to see you. I'm doing well. Great to see you. [01:29:01] S0: Great to see you. [01:29:01] S1: What's new in your world? You made some acquisitions. You made an acquisition. Take us through it.
01:29:01 路 John Coogan, Matthew Prince
[01:29:01] S1: What's new in your world? You made some acquisitions. You made an acquisition. Take us through it. [01:29:06] S13: Yeah. So we we bought a a a company called Void Zero, which, makes Veat, which is one of the most popular developer, platforms that's there. It's just an incredible team. Evan Yu, who's the founder, is just a just a first class human being, someone who who, our team is super excited to work with. The team that he's assembled, is is just great. And I think that this is increasingly becoming the platform that, is being used to power a lot of the, agents that are running around around the Internet, and, and a lot of those agents are running on Cloudflare. And so we think it's just a really natural combination. [01:29:41] S1: How simple is the synergy? Is it you'll funnel those 130,000,000 users who download Veets every month? I think it's a 130,000,000 weekly downloads. Weekly. Wow. Yeah. That's a lot. Into, you know, preferring Cloudflare, defaulting to Cloudflare? Or is there more synergy under the hood around developer integration, company integration? Like, how are you thinking about this playing out?
01:29:41 路 John Coogan, Matthew Prince
[01:29:41] S1: How simple is the synergy? Is it you'll funnel those 130,000,000 users who download Veets every month? I think it's a 130,000,000 weekly downloads. Weekly. Wow. Yeah. That's a lot. Into, you know, preferring Cloudflare, defaulting to Cloudflare? Or is there more synergy under the hood around developer integration, company integration? Like, how are you thinking about this playing out? [01:30:08] S13: Yeah. We continue we we plan to continue to leave it as an open source project and support it and invest in it that way. We wanna integrate it closely with Cloudflare's developer platform and make sure that Cloudflare is the best place to run any sort of Vite project that that you that you have. But it'll work in any any of the different platforms as well. And so we just really wanted to make sure that Evan and his team have the support to make sure they could continue to to really invest in in what was in what what's just an incredible platform. And and we think that that is gonna drive more developers to Cloudflare Cloudflare's Workers platform as well. [01:30:45] S1: What are the headaches for developers these days? I I know everyone's concerned about token costs and token budgets. Sometimes that doesn't show up for the developer. It's more like the CEO that's worried about it. But is uptime more difficult to maintain? We've been seeing screenshots of different uptime tracker status pages that have more and more red and yellow on them. Like, what's at the top of the stack and and how are you helping?
01:31:09 路 Matthew Prince
[01:31:09] S13: Yeah. You know, I think that that you need a different architecture than than we've than we've had to build sort of the last generation of applications for what's coming with with agents. If you imagine, you know, there are about a 100,000,000 knowledge workers in The United States. If all of those knowledge workers had one agent which was which was working on their behalf, that would that would and and each of those was each of those agents was running in a container, a traditional container like something you get at a AWS or a a Google Cloud. The amount of just CPU resources that would be needed to to run just those those agents, assuming they've just had one agent per person, is about 50% of the total CPU capacity that's generated, you know, by all the different CPU manufacturers that are out there today. And that's just The United States knowledge workers. If you take that to the world, then it's several times, you know, 30 or 40 times the capacity of of GPUs and and CPUs that that are existing today. And so what we really think is that as these agents are creating code, you need a different platform for it. And and Cloudflare was built Cloudflare Workers was built not on on containers as much, but on something called isolates, which is a much more efficient technology. And so what we're seeing is that as people are building these agents, as they're using them, it's just a much more natural place to be running them. And it's I think why you're seeing more and more of the big AI labs have Clefler as the preferred target for where where their code gets run. You know, OpenAI released a project Yeah. For their enterprise users a little while ago that, again, is is targeting us. And and we wanna make sure that with with things like Veat as as first class citizens on Cloudflare that we can help power that future. Because, again, it's not gonna be kind of the same system that we that we built with the hyperscalers. It's going to be something different. And, again, think that we have a really good shot of of building that different thing.