00:12:03 · Jordi Hays, John Coogan, Tyler
[00:12:03] S0: Excuses. That's my quant. Lucky. Giga stroke of luck. [00:12:07] S1: Giga stroke of luck. Lucky my panic this morning got to my head enough to break my original game plan. In hindsight, this entire saga was beyond obvious. Thanks for playing. Not financial advice. I'm just learning [00:12:21] S0: Guy has two dreams and a giga stroke of luck and says, in the end, this was all beyond obvious. [00:12:28] S1: All beyond obvious, but also not financial advice. I'm just learning and gambling, but also put some respect on the thesis. S U M for some. So I don't know. [00:12:40] S0: The thesis that started before he was aware of what the entire stock was riding on. [00:12:46] S1: It's it's, yeah, it's a very, funny story. Anyway, Moderna is all over the place. Well, let me tell you about console.com. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees instant resolution for access requests and password resets. How is Tyler doing this round? [00:13:06] S2: Well, so it's Nick playing now. [00:13:07] S1: Oh, Nick playing. Playing swap? Let's see. So the the score to beat is even. If if... Slightly negative. [00:13:14] S2: If Nick... If he can go even. [00:13:15] S1: Yeah. Okay. Okay. I don't know if I played this map in the in the beta. [00:13:20] S0: You look like you're about to pull up a [00:13:22] S1: Pretty good. [00:13:22] S0: A shot from deep.
00:13:22 · Jordi Hays, John Coogan
[00:13:22] S0: A shot from deep. [00:13:24] S1: Is he leaning in yet? Stance forward for Modern Warfare four? This is exciting. And somebody in the chat also said it's only twenty six days until GTA six. It's... Christmas is coming early for the next sixty [00:13:40] S0: Alright. Two days. It together. [00:13:41] S1: Get it together. Okay. Well, over in the management section of Wall Street Journal. [00:13:46] S0: Well, let's do some timeline first. [00:13:47] S1: Okay. Yeah. [00:13:47] S0: Let's [00:13:48] S1: start the timeline. [00:13:48] S0: For sure. President Trump says Sundar over at Google talked him out of renaming the Atlantic Ocean. Okay. Says, and I spoke to a brilliant guy Sundar. He heads all of Google. He's a brilliant guy. [00:14:00] S1: Okay. [00:14:01] S0: Sergei and Sundar are totally brilliant guys. You know they're they're still rattled from The Gulf. And I said, no, Sundar, I'm thinking of the Atlantic Ocean. Can you handle it? No. No. No. This time I'm not doing it, he said. He said, oceans are different, sir. You know, they cover they cover really a lot of countries. Please don't ask us to do that. [00:14:20] S1: That's the craziest thing. So it'd be the American Ocean? Is that the idea? [00:14:27] S0: I think you would have to assume so. [00:14:30] S1: Or Trump Ocean? Maybe Mar A Lago, the ocean? I don't know. [00:14:37] S0: Could see all of these.
00:14:37 · Jordi Hays, John Coogan, Tyler, Joe Lonsdale
[00:14:37] S0: Could see all of these. [00:14:38] S1: I feel like there's enough in the in the Trump brand canon to to rename everything. Because after you rename one gulf, if you if you have another gulf, you need to come up with another one. Well, so you have America and then United States, The United States ocean on the other side, I guess. Yeah. Try and make everything United States. [00:14:56] S0: So apparently, Lake Ontario only shows up as Lake America in The United States. [00:15:02] S1: Oh. You're outside. Geodo locked? Oh, that one So went through now there's the lake, the gulf, and then now there's [00:15:08] S0: We're really just living in our own little world. [00:15:10] S1: It's a little bubble. [00:15:11] S2: A A bit of a bubble. [00:15:12] S1: Personalized AI intranet, basically. The American intranet. That's where we're going. [00:15:18] S0: Let's check-in with Joe Lonsdale. He was on CNBC yesterday. [00:15:23] S1: Yeah. We gotta break this one down. [00:15:25] S0: And there's a lot to to kind of process here. [00:15:28] S1: Yes. This This is Joe Lonsdale on CNBC. [00:15:33] S6: She calls it a trap bought for child life. We have six little kids, and it's telling us about our kids' health appointments and their activities, trying to figure out my two year old how to deprecate his binky right now, and it's telling me when and when not to give it to him. Alright. Pause. [00:15:45] S0: Pause. First off, he's calling the... I mean, well, let's start with the basics. He's calling in from private aircraft [00:15:53] S1: Immediate alt.
00:15:53 · John Coogan, Jordi Hays, Tyler
[00:15:53] S1: Immediate alt. [00:15:54] S0: Which is incredible. I think a lot of people... We actually have had guests this week call in from their planes, but they'll use a Zoom background. [00:16:03] S1: Usually, people do the Zoom background. Going no Zoom background, very strong play. [00:16:07] S0: And so it's worth noting just how far Internet connectivity has come. Yeah. People can call in. People watching don't realize somebody's on a plane flying. [00:16:18] S1: Well, I think everyone realized. [00:16:19] S0: Well, in this case, people are realizing. I'm saying we had [00:16:22] S1: a Oh, guest oh, with the Zoom background. [00:16:23] S0: This week, I won't name them Totally. That was calling in from a plane and you would never know, right? Yep. So that's great. Joe, you know, letting people know front and center, which I think is a... You don't have much to work with in the CNBC backgrounds. Right? You got this tiny little square. Yeah. It's like how do you leverage it to the max build your personal brand? This is a great way to do it. Totally. This is like, you know, selling courses online and having a, you know, Ferrari or Lamborghini. [00:16:52] S2: This is the equivalent for...... [00:16:53] S1: Videos where you show the Lamborghini in the heads in the head... Yeah. Yeah. Stitching. Yeah.
00:16:53 · John Coogan, Jordi Hays
[00:16:53] S1: Videos where you show the Lamborghini in the heads in the head... Yeah. Yeah. Stitching. Yeah. [00:17:00] S0: Exactly. Okay. Okay. Exactly. Exactly. Really strong start. Really great use of space in the appearance. Second thought, you know, he's immediately... Apparently, in in their household, they're calling it the the Grock Bot. They've rebranded Grock Bot to Trad Trad Bot. [00:17:14] S1: Trad White Bot. Yeah. [00:17:16] S0: Trad Trad Bot. [00:17:17] S1: Yeah. So Stunlock's the anchor [00:17:18] S0: with that. Super... You know, and we know Joe's contrarian. Right? One of the ultimate contrarians. [00:17:23] S1: Yeah. [00:17:23] S0: Right? But going to Grock for parenting advice is probably the most... There's a lot of things that you could go to it for, but going to it for parenting advice is the ultimate contrarian move. Knowing what sort of hides in the weights. Right? Knowing the thing that has emerged at times [00:17:43] S1: Yes. [00:17:44] S0: And could emerge at any moment. [00:17:45] S1: Any moment. [00:17:47] S0: Is maybe... May or may not be fully solved. [00:17:49] S1: Sure. [00:17:49] S0: Sure. So knowing that all things all things considered [00:17:53] S1: k. [00:17:53] S0: Very contrarian, but it makes me... Knowing how often he's been contrarian and right, which has led to extreme investment results makes me way more tempted to start going to Grok for parenting. [00:18:04] S1: You might be looking at the next great parenting product. Exactly. [00:18:07] S0: And maybe maybe maybe there's an opportunity here to reposition Grok around.
00:18:07 · Jordi Hays, John Coogan, Tyler
[00:18:07] S0: And maybe maybe maybe there's an opportunity here to reposition Grok around. [00:18:11] S1: Maybe that's the key to product market fit in that Totally. [00:18:13] S0: Totally. Totally. So he's running TradBot Okay. In the home for parent, you know, just general household management, parenting advice. Think that makes, know... Again, it's contrarian, I'm gonna give it a shot now. [00:18:27] S1: Yeah. [00:18:28] S0: Next up, language selection. We gotta talk about language selection. He talks about, you know, clearly one of their kids is using a binky. They wanna get them off the binky. It's like a little addiction. Been there as a parent. But word selection, right? Deprecate the bank. Really, really good word selection, especially with this audience. This audience is an audience of capital allocators. And this audience knows, deprecate the binky. It just... It clicks almost instantly. [00:18:58] S1: Immediately. [00:18:58] S0: Yeah. So all in all, seventeen seconds on this video, one of the best performances we've seen Incredible. Of any CNBC hit in years. [00:19:08] S1: Also, I mean, the outfit. Potentially, it looks like he's rocking the Trump skin. [00:19:13] S0: Totally. He's rocking the Fortnite Trump skin. Totally. Fortnite Trump skin. [00:19:17] S1: Also, to be wearing that on a travel day. [00:19:19] S0: On in the PJ travel day. [00:19:21] S1: Travel day. You could be in athleisure. Now he puts on the elite ultra rare skin. Yeah. That's a rare drop. [00:19:28] S0: And that's what I'm saying. That's what [00:19:29] S2: I'm saying. One of one