00:19:24 · Jordi Hays, John Coogan
[00:19:24] S1: ranked it on CursorBench. It is below Composer two. [00:19:29] S0: That is that a fair thing? I mean, I'd like to see you rank another another livestream on TBPN bench. It doesn't match up. Know? It's like [00:19:40] S1: No. I mean, they have they have all they the have all the other frontier [00:19:45] S0: And some of them are ahead of Cursor's own models on Cursor's [00:19:47] S1: It's data just point. But yeah. Yeah. But here's the other thing. Four times it costs four it underperforms Composer too even though it's roughly 4 times more expensive. Interesting. Interesting. [00:20:00] S0: Yeah. I I feel like for a long time Google's positioning was, you know, frontier or near frontier but best possible pricing. And this marks sort of a shift in the strategy perhaps. [00:20:11] S1: Yeah. Overall, starting to make more and more and more sense [00:20:16] S0: Mhmm. [00:20:16] S1: Why Google has put so much capital and resources behind Anthropic. Yeah. Right.
00:20:22 · John Coogan, Jordi Hays
[00:20:22] S0: Prakash says, seems to indicate that DeepMind is constrained by data rather than compute for what they intend to do, hence the TPU sales. Rest of Google now shipping their org chart. Ben Thompson talked about that a little bit. And there was some context on like, you know, we were asking the question like, will there be AI fatigue from stuffing AI in every product surface area? Allie Kay Miller shares one of the loudest applauses in the entire Google keynote. Nishtha put on the Gentle Monster plus Gemini glasses, tapped the side to summon Gemini, and all in one prompt said, take a photo and put a cartoon blimp in the sky that says Google IO twenty twenty six. And within seconds, the preview of the edited photo from Nana Banana appeared on her watch. I want to spend less time on screens. AI is really coming everywhere. And so much is driven by Voice AI as the interaction mode. Very cool demo, impressive technology, but Greg's gadget says these companies truly have no idea what regular people want because, yeah, that is a little bit of a niche use case. You need to be more creative with it for when you would actually use that because this is a very it's a perfect demo of the product and the functionality, but it lacks that like creative spark of like, yes, I did want a picture of that on my wrist at that key moment in time. Like if you're not doing a demo, I don't think his point is that regular people would not be excited about that particular feature. Right? Anyway, you want to move on to something? Where do you want [00:21:52] S1: go? What next?
00:21:52 · Jordi Hays, John Coogan, Marcus Milione
[00:21:52] S1: go? What next? [00:21:54] S0: IPOs? SpaceX IPO? We're getting more details by the day. [00:21:59] S1: The other the other thing The thing that is [00:22:01] S0: Yeah. [00:22:01] S1: Was going pretty viral last thing on IO was that the Google anti gravity team flashed a codex folder [00:22:10] S0: Oh, yeah. [00:22:10] S1: In their in their actual demo video. Gurgley says, I had to do a double take in the second minute of the launch video for Anti Gravity. You can see people use Codex on the Anti Gravity team. Did no one double check the launch video at the very least. Not a huge surprise. Obviously, anti gravity looks a lot of people were saying looks quite quite like Codex. So clearly [00:22:33] S4: More than I [00:22:35] S0: feel like it would be like a they would have just rebuilt Windsurf. Don't know. We'll have to see. [00:22:40] S1: No. So but but anyways, this isn't a huge surprise. Right? Mhmm. Google's been using a bunch of anthropic models. Mhmm. Clearly, they're using a ton of different models and products internally.
00:22:40 · Jordi Hays, John Coogan
[00:22:40] S1: No. So but but anyways, this isn't a huge surprise. Right? Mhmm. Google's been using a bunch of anthropic models. Mhmm. Clearly, they're using a ton of different models and products internally. [00:22:53] S0: The drama with Steve Yigi going back and forth with Dennis about like what what teams are using, what models and stuff. There was a big back and forth, big dust up on the timeline in like a month ago about like whether or not Google's employees were deploying AI efficiently or broadly. Some of them aren't and some of them are. And Dennis chimed in and said, like, this is just complete wrong and everyone's using AI. I don't know. It goes back and forth. There's also people are benchmarking OmniFlash which looked amazing when we saw the videos. There was a there there were a few like little quirks. Some people in the chat were saying that the firing order of the v eight was not correct. Maybe it was only a v six. [00:23:32] S1: Yeah. It was missing two cylinders. [00:23:33] S0: It was missing two cylinders. But it looked good to me. I don't know. But now people are actually comping it to Sea Dance two point o which obviously has much looser content restrictions because I I guess just like Hollywood can't file a lawsuit in China. I I'm not exactly sure how that works because Cdance seems to be available in America. It it seems like maybe [00:23:55] S1: Oh, I think I think Chinese businesses have been relatively immune to US copyright law for a very, very, very long time.
00:23:55 · Jordi Hays, John Coogan
[00:23:55] S1: Oh, I think I think Chinese businesses have been relatively immune to US copyright law for a very, very, very long time. [00:24:03] S0: And it also might just take like years to file a lawsuit, do discovery, actually go through and litigate. [00:24:09] S1: Oh, yeah. You you can just go like there's malls in China where you can go to a Nike store Yeah. And Nike has nothing to do with it Yeah. And yet all the products [00:24:18] S0: They've been selling Swatch APs over there for decades. Yeah. [00:24:21] S1: Yeah. Just ask just ask Rolex and Patek how they're
00:24:26 · John Coogan
[00:24:26] S0: Sure. Yeah. I I've heard fake cars too. Like you can get a full replica of like a G Wagon that's just made in a factory and then you could buy it, bring it over here and you take it to a Mercedes dealership and they're just like, this is not a Mercedes. But it looks like one, like like, you know, to the millimeter from the outside. Yep. Internally, it's just it's just frauding. Anyway Anyways. Cdance two point o looks great. OmniFlash looks great as well. These are both, like, super useful. We'll see how they actually play out and how they get implemented, how they get used. The interesting thing will be like like at what point like, it still takes a long time to generate videos. Very hard to get them right. The last 90 like, we're at 99% fidelity, but when you click in, you start noticing little details. When will we be in a paradigm where you ask a question and you actually get an explainer video six minutes, ten minutes like you would on YouTube? Very computationally expensive, very difficult to maintain logic. Like what is the deep research report of OmniFlash? These eight second, ten second, twenty second videos are impressive but not perfectly substitutable for a twenty minute YouTube video because of the time and the level of detail that you can go into. Some people that are looking for information about a V eight engine, they want a breakdown that lasts twenty minutes. And so that's the next benchmark. We got to move the goalposts. Anyway, SpaceX IPO. The prospectus is incoming according to Zero Hedge as soon as May 20. That's today. We will see Goldman lead left. This was a surprise. Michael Grimes has worked with Elon for a long time at Morgan Stanley. There was some back and forth. He went back to Morgan Stanley. There was a question about whether or not there would even be a lead left because it's such a big IPO. Maybe they all share equally. Obviously, they're all gonna make a ton of money off of this. So good news from start to finish, but it is interesting that Goldman was selected. Do you have a soundboard cue you wanna play?