00:34:52 · John Coogan, Jordi Hays
[00:34:52] S0: If he seems to be sort of friendly with Deleon, Deleon's taking a victory lap saying he's been doing this since 2019. The FF shut down the sixth scout program in 2019. Deleon pushed hard for that. We've never done part Monday partner meetings. I took them long enough. Whatever. And Pat says, interesting. What else do you guys do over there? Asking for a friend. See, that's playful. That's not that's not firing that part. I I think. I think. But but the next one, Martin. This was a bloodbath. You saw this? So Martin opens up with no doubt that building a transatlantic firm is hard, but it's new line. I'm not sure what the new line is doing there, but, it seems like it was written on typewriter or something. What we've set... Spent the past three decades doing an index, and we're not we're not going to stop. It's the best way to support founders who wanna build something on both sides of the Atlantic. Pat Grady, out of the gate, hits him with the hay bud. That's one of the most aggressive things you could do on the timeline. It's... That's that's roadkill right now. That's really, really hardcore. [00:35:53] S1: Yeah. [00:35:53] S0: He says, I love index and think the world of you guys, period. And then, but. The period, two spaces. [00:36:02] S1: Hey bud. Hey bud. Pause. Pause. [00:36:04] S0: But, you know and I know that it's baloney. Hitting him with the baloney Baloney. That's like elite dad tier just trashed on.
00:36:04 · John Coogan, Jordi Hays
[00:36:04] S0: But, you know and I know that it's baloney. Hitting him with the baloney Baloney. That's like elite dad tier just trashed on. [00:36:13] S1: You can't come back. That dad tier trash... He didn't get a response. I don't think so. I think... Because after you get the bud, paws, butt, baloney... [00:36:22] S0: Hitting them with the baloney is crazy. It's crazy. Is baloney the position as if Sequoia is closing London because it's hard? [00:36:30] S1: Yeah. When I think about when I think about, like, amazing Yeah. European companies [00:36:35] S0: Yeah. [00:36:36] S1: Of the last, like, decade or two, I'm thinking Klarna, like Revolut. Eleven Labs. Yeah. Spotify. So it doesn't... It seems like it's it's certainly certainly hard, but it seems like they're they're pulling it [00:36:51] S0: off. Yeah. [00:36:52] S1: Also The other thing that was funny when somebody somebody said when you combine a growth team in an early you become a growth team. And Patrick was like, think you mean to use fund or team? Like Yeah. When you combine a growth fund and then early... And then early Yeah. Is kinda odd. Yeah. Anyways I
00:37:09 · John Coogan
[00:37:09] S0: don't know. One last thing on this, though. He says he says, I know that it's baloney to... You you know and I know that it's baloney a position that says, Sequoia is closing London because it's hard. Notice, he capitalizes the l in London, doesn't capitalize the s in Sequoia. He's just like, I'm chilling on mine, but I'm paying respects to London on the way out. Yeah. But I won't be doing business there ever again. Just kidding. Anyway, some fun fun time. Like, Isaiah Taylor had a had a terrible time checking into a hotel room. Has this ever happened to you? Let's go into it after I tell everyone about Codex. Codex is a powerful workspace for getting work done with their own routines. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. So Isaiah had a problem with hotel and he lays it out in very dramatic form, a back and forth with him in this anonymous hotel. So he says, hotel, we were expecting you today. Me, Isaiah, standing with my bags at 4AM. That's a late arrival. It's sort of yesterday right now if you think about it. And the hotel's confused, and he says, me, if I booked for today, you wouldn't let me check-in till 4PM, so let's call it yesterday. Hotel..dot. Can someone fix hotels? And I thought this would be fine. Is this is this a common problem if you book the day before you can't check-in at a certain point?
00:38:26 · Jordi Hays, John Coogan
[00:38:26] S1: I imagine I imagine this is like a like a roadside motel, you know? Sitting grizzled. Yeah. Yeah. With with somebody at 4AM, you got the night shift going on. Yeah. It's not exactly... Just doesn't exactly... I I think it I think it like... [00:38:39] S0: He's gonna have the Amman. [00:38:40] S1: If you're at like Four Seasons, Amman, you know, things like that, they're gonna be like [00:38:44] S0: I'm gonna be fine. [00:38:45] S1: Here you go, sir. Right this way. I hope you got in nice. But at the roadside motel at 4AM Yeah. They're like, hey. [00:38:51] S0: Put your seat away. Yeah. Yeah. We sold it out the back. Yeah. Yeah. Funny. He he he proposes wanting to, like, slide... A slider on a phone, get the specific hours and days. I I think he played it right. I think if you book the night before, should be able to check-in at 4AM. Shouldn't be a problem. They shouldn't give up your slot. But good luck to him on his world tour. [00:39:12] S1: Thank you. All over the place. To our friends over at Latent Space Oh, yeah. They said, hey, TBPN. You got... You dropped this, but we got you. They made their own card for Cat Wu going from one of the creators of Claude Code. Yeah. One of the most commercially successful products of all time, like period. Yeah. With a with a... Like, is there a product that's ramped revenue? I think if you look at the Like, just like lines, [00:39:43] S0: the highest.
00:39:43 · John Coogan, Jordi Hays
[00:39:43] S0: the highest. [00:39:44] S1: Yeah. Fastest. You know, really incredible run at Anthropic. I was Crazy trade deal. Yeah. Crazy trade deal. Opening out, you got Announced that she was leaving it, I think, on Tuesday. Yeah. And then obviously announced where she was was joining. Obviously, everyone now sort of focus on Tariq. Yeah. Tariq. [00:40:03] S0: Is he gonna stay playing Wow forever for months, years, or is he gonna get back in the arena? Someone's someone's gonna make a play, make an offer that he can't refuse 1,000,000,000 Wow gold. [00:40:15] S1: There was a good post here. We can go back in time a little bit, from Atija. He said, OGs remember. These are original, original trading cards. You can appreciate the divine. Claude code PMs join Cursor, and then we hit them with the UNO refers. That's true. Like, about ten... I think it was ten days later, maybe weeks ago. It was really fast. They they they checked things out at Cursor, and they they they went back. That that was still to this day one of the most strange [00:40:44] S0: Yeah. Saga's in tech. Yeah. We were really [00:40:48] S1: I wasn't that they time like like... Yeah. Crazy that they left in the first place Yeah. And then even crazier that they went back [00:40:55] S0: Yeah. Right away. [00:40:55] S1: Yeah. Yeah. Yeah. [00:40:57] S0: Nobody knows anything. That's the takeaway. [00:40:58] S1: But then it's been, you know, it's been well more than, you know, north of of a year [00:41:03] S0: Yeah. [00:41:03] S1: Since... It's a decade now. Tig says, Cat Wu has the opportunity to do the funniest
00:41:10 · John Coogan
[00:41:10] S0: thing all. Go back to Anthropic. That'd be wild. I somehow think that would not happen, but strange things happen in tech all the time. Yeah. I mean, it it it goes to show. I mean, what what Greg was saying, like, it was the meme. They had us in the first half. I'm not gonna lie. He was talking to The Wall Street Journal. He he said, OpenAI had a rough first half of the year before coding takeoff, and he gave a lot of, like, candid candid explanation for the evolution of of the of the product, of a business, of the financials. He says, OpenAI struggled through a pretty rough first half of the year according to cofounder and president Greg Brockman, period when rival Anthropic pulled ahead with business customers. It wasn't until the third quarter that OpenAI OpenAI's new tools for agentic software coding found traction leading to enterprise overtaking consumer. And the number that he was really focused on when I listened to a little bit of this interview was, like, I think over a 100% quarter on quarter growth for enterprise in the... In q three when Anthropic was doing over a 100% and then decelerated to 49% or whatever the number is. And so, you know, he's he's he's sort of saying, okay. Well, we caught up so much that you can see it in the growth rates specifically, not merely the revenue scales, not merely the products. Look at the acceleration. We are... We're we're we're taking share, which is what what what he wants to do there. He said by the third quarter, however, it was entirely different. He said with the release of a new Frontier AI model GPT 5.6 Soul, I remember, and ChatGPT work setting the stage for a comeback. There had been all this painful behind the scenes work that resulted in all this, incredible revenue inflection. Yeah. It was ultimately, the crazy lock in. They got a bunch of other, people on the team. And personally, I I... You know, I'm I'm just excited about, all the PMs and and design folks coming to work on Dot. There's been a whole bunch of new integrations, and they're really starting to fan the product out across the iOS surfaces so you can use the action button to call the... Call dot. It picks up faster. That was one of the things when you called it. It it was so weird because it was like calling a person that's like sort of ghosting you.