01:46:09 · John Coogan, Jordi Hays
[01:46:09] S1: Friendly Jaws. Well, we'll have to keep an eye on it. It's an interesting business. It seems like it's Ben Lamb who's been working on de extinction of mammoths at Colossal Biosciences. Maybe new company from him, Palmer Luckey sort of advising, Andoril providing some, like, body armor and some development, but not particularly I don't think it's, like, strictly an Andoril product. I don't know if you know more about this deal. [01:46:39] S0: Well, Sam over on X says, God, give me the confidence of a VC investing $200,000,000 at 1.2 in a $50,000,000 market. So they talk about police and military combined is $50,000,000 a year of breeder revenue. And of course, the VC pushback here, I'm gonna steal man. [01:47:01] S1: Man. [01:47:01] S0: Is that if you can make you know, super versions of all these different animals, the end market would obviously be Gross. Much, much more massive. So... And it's just... It's literally the coolest thing ever. [01:47:18] S1: I agree. It it it is. And it's the type of thing that you you wanna be... You probably wanna see funded with equity dollars that can be experimental and high risk, high reward, like put the risk capital to work on things that are, you know, science experiments with longer time horizons and [01:47:35] S0: Yeah. You're telling me if we can put millions of friendly megalodons into every ocean, that's not gonna be a $10,000,000,000 a year annual market. This is how we replace all of our navy. Friendly laser megalodons. [01:47:49] S1: Laser equipped megalodons. Maybe.
01:47:49 · John Coogan, Jordi Hays, Steven Schwartz
[01:47:49] S1: Laser equipped megalodons. Maybe. [01:47:51] S0: That would never have any adverse impact on any, you know, global system too. [01:47:57] S1: Noah, has any company just come out and said we're doing Jurassic Park? Like, we're just bringing back the T Rex, and I think it's gonna go [01:48:04] S0: kinda what Ben Lam [01:48:05] S1: No. He hasn't said. He's bringing [01:48:07] S0: back dinosaurs. Is he is he anti? [01:48:09] S1: Well, so from a scientific perspective, there's a very good reason why going after dinosaurs is way harder than going after... [01:48:16] S0: Dan is looking for a retail option for a 600 pound dog. So I'm sorry, Sam. The market for for... It's a good point. [01:48:26] S1: Retail? Yeah. Retail option. [01:48:28] S0: The the the the end market for friendly 10,000 pound dogs. I mean, look at Cliff Clifford with Make Red Dog is like one [01:48:37] S9: of the... [01:48:37] S0: We're making... We're rebuilding Clifford. I mean, that's that's a... No. It's a perfect VC bet because it's like you... What you're trying to do is basically... [01:48:48] S1: How many people are really in the market for Clifford? It's gotta be [01:48:52] S0: so Billions of children. [01:48:53] S1: Billions of children. Who can afford? It's gotta be... That's a 6 figure dog. Easy. If not a 7 figure dog. [01:49:00] S0: Plus, you're expecting... [01:49:02] S1: Feeding a feeding a 10,000 pound dog. [01:49:05] S0: Yeah. I I expect the costs to drop as quickly as as AI is token cost
01:49:05 · Jordi Hays, John Coogan
[01:49:05] S0: Yeah. I I expect the costs to drop as quickly as as AI is token cost [01:49:13] S1: to Okay. Sort of sustainable farming. Maybe the Clifford the dog could build its own infrastructure and feed itself potentially. Could learn how to farm. Yeah. [01:49:22] S0: And... Yeah. You have to buy it with the friendly gorilla main... That takes care of the that takes care of the dog. [01:49:29] S1: Yes. Yes. It's a package deal. [01:49:30] S0: And and goes on WAP and earns a living. [01:49:33] S1: Menagerie. [01:49:34] S0: Earns earns enough every day to actually cover the [01:49:38] S1: cost. Friendly gorilla. That seems like an easy one to domesticate. That that seems very very close. Closer than a bear, certainly. Certainly closer than a shark. I feel like we have such... We have so little in common with a shark. [01:49:48] S0: A bear. This guy doesn't believe there's a market for Clifford the big red dog. [01:49:52] S1: I'm just saying it's a narrow market. It's gonna be an expensive dog. It's gonna be an expensive... The the OpEx on a Clifford dog is gonna be through the roof. You're gonna be spending... The US pet industry [01:50:03] S0: is a 165,000,000,000 just in The US. And so I expect that just introducing a viable Clifford for retail [01:50:13] S1: That makes us that money. [01:50:13] S0: Would take that to a trillion dollar market. And I think there's a path to it being as big as a global alcohol market, which is in the, you know, 1.5 to 2,000,000,000,000.
01:50:13 · Jordi Hays, John Coogan, Tyler
[01:50:13] S0: Would take that to a trillion dollar market. And I think there's a path to it being as big as a global alcohol market, which is in the, you know, 1.5 to 2,000,000,000,000. [01:50:22] S1: Consider the knock on effects though. Clifford dog house, that's gonna be up to zone as an ADU. We're already in a housing crisis. [01:50:28] S2: Yeah. [01:50:28] S1: Not gonna work. [01:50:29] S0: I think this could potentially create a sovereign debt crisis as households, you know, look to basically... This money [01:50:35] S1: floods into the Clifford dog Yeah. [01:50:37] S0: I mean, they're gonna genetically engineer them to last a thousand years. So one family across many generations would have the same... The Clifford would be Yeah. Like the The family office... Clifford would be the family guardian. Clifford dogs. And, you know, potentially hundreds of people Yeah. In an individual family across centuries would all be cared for by the Clifford overlord engineer. [01:51:00] S1: Overlord? It's becoming Is it lost now? [01:51:03] S0: No. No. No. It's a loss control. Clifford. Yeah. The warhounds... Warhounds Clifford product. Yeah. They're gonna they're gonna Become warlords. Engineer it to to live for thousands of years. Okay. And so if you buy it, it's... You never really own it. You just pass it down to the next generation. Okay. And so, like, your son eventually is... [01:51:25] S2: It's not your dog, it's just your turn.
01:51:25 · Tyler, John Coogan, Kyle Schiller, Jordi Hays, Thomas Wright
[01:51:25] S2: It's not your dog, it's just your turn. [01:51:29] S1: You will own no dogs and be happy. I don't know. Stranger things have happened, potentially. Who knows? Nothing's off the table. Science fiction is here. So maybe Clifford, big red dog is in the cards. I certainly hope so. I would like to see a bigger dog. I have a very large dog and I love big dogs. So I would love a 600 pound, 6,000 pound, 10,000 pound dog. Do we even know how much Clifford weighs? [01:51:54] S5: 4,000. [01:51:55] S1: Four thousand pounds. [01:51:56] S5: Five feet tall. [01:51:57] S1: Oh, Jackson knows the facts. [01:51:59] S0: Just sitting here sitting here at the fit of the [01:52:01] S1: month. Oh, can we get the Call of Duty update? Who who wound up winning between you and Nick, Tyler? [01:52:06] S0: B says they're gonna need fifty year Clifford mortgages. [01:52:09] S1: Oh, yeah. Paid off over fifty years. Well, he lives for a thousand years. You're good. [01:52:15] S2: He only played for a few minutes and then he... [01:52:17] S1: Oh, he didn't even finish the game. [01:52:18] S2: Yeah. He's few seconds. [01:52:20] S1: But what was his kill to death ratio at the time you took over? [01:52:23] S2: So when you're playing on Killblock, for some reason, it doesn't show you your KD during [01:52:26] S3: the game, so [01:52:27] S2: I couldn't tell.
01:52:27 · Tyler, John Coogan, Jordi Hays
[01:52:27] S2: I couldn't tell. [01:52:28] S1: Too bad. Kill Block's fun though. I like that mode. I'm excited. We do need to wrap the show because I gotta go play. Just kidding. I got other stuff to do. Thanks, for tuning in. Fantastic week. Fantastic show. You made it through some sickness, some chaos. [01:52:42] S0: Get the Love you. [01:52:43] S1: The Christmas countdown up again. Sixty two days [01:52:46] S0: to Christmas. We'll see you Monday afternoon. Goodbye.