02:49:12 · Casey Neistat, John Coogan
The first AI song that's gonna be a number one hit is not going to be a Bob Dylan esque song that comes from the soul. It's gonna be something fun and outrageous, and we're gonna forgive that AI made it. And then slowly, it's gonna start to chip away. But I think it is a losing battle, and the optimistic take on that is I think that there is going to be an extreme premium, but on the humans that are able to sustain because of of what they represent uniquely. You know, maybe another bad analogy is it's like, I love Marvel movies. They're fucking fantastic. But as far as cinema goes, like, you know, there's an argument that said it's like, those kind of artistry that we saw in the the seventies or eighties, like the the apex of cinema where it comes from one when you think of a Tarantino movie, you think of, you know, a truly great filmmaker with a voice. Yeah. Marvel movies are something else. [02:50:03] S1: Yeah.
02:50:03 · John Coogan, Casey Neistat, Jordi Hays
[02:50:03] S1: Yeah. [02:50:03] S6: But they're fucking great, and we love them. We all show up to see them, and we're okay with that. And I think that's going to happen with AI, but it's gonna happen at a rate of acceleration that we've never encountered before. And it's gonna be so good that we're willing to forgive it, and I think it's gonna leave a handful of people out there. Maybe Andrew Huberman will be one of them. I hope so. I'm a fan of his as well. But it will put an extreme premium on the sort of human voices that are distinctly human, that distinctly represents something that AI could never. When you look at the landscape of media, a lot of that shit could be replaced by AI. [02:50:38] S1: So the power law gets steeper. [02:50:41] S6: Yeah. Absolutely. [02:50:42] S1: Makes sense. [02:50:43] S6: Well That's like a five hour conversation, by [02:50:45] S1: the way. Well, we'll have you [02:50:47] S0: back on again soon. [02:50:48] S1: This was Please. Is awesome. [02:50:49] S0: And congrats on your new your new fake but very real role at ModRetro. [02:50:54] S6: So I appreciate it. Thanks for the time, guys. [02:50:57] S0: Yeah. Have fun in Massachusetts. We'll talk soon. [02:50:59] S1: We'll talk soon. [02:51:00] S6: Appreciate it. Take care. [02:51:01] S1: Have a good one. Bye. [02:51:03] S0: Airhorn for Casey.
02:51:03 · Jordi Hays, John Coogan, Alex Hawkinson
[02:51:03] S0: Airhorn for Casey. [02:51:04] S1: Up next, we have Alex from BrightAI coming in the studio. But let me tell you about public investing for those who take it seriously. They got multi asset investing, industry leading yields, and they're trusted by millions, folks. Interesting. What else do we need to cover today? There are a bunch of posts we've been through but we have our next guest here in the studio. You will welcome him in. How you doing? Welcome. [02:51:30] S0: Hey, welcome. Alex. What's happening? [02:51:32] S1: Hey, guys. [02:51:33] S2: Thanks for having me on. [02:51:34] S1: Yeah. Thanks for hopping on. Give us an intro. Breakdown, who you are, what you do for everyone who's listening. [02:51:41] S2: Yeah. So I'm CEO and founder of BrightAI. We build physical AI solutions for all the sort of essential services that society can't live without. So things like, energy grid, you know, power supply, water infrastructure, HVAC, pest control, and all those things. So we have a platform that lets you kind of real time observe this distributed physical infrastructure in the world and, solves a bunch of the problems that people have in those industries in terms of, like, labor shortages Yeah. You know, breakdown in the aging infrastructure, sustainability challenges, all those things. [02:52:14] S1: Is the customer more government focused or private companies? [02:52:18] S2: They're private companies now. It sort of touches, touches everything, you know, these these services. I've, obviously, every con everybody alive is a consumer of these things.
02:52:18 · Alex Hawkinson, John Coogan
[02:52:18] S2: They're private companies now. It sort of touches, touches everything, you know, these these services. I've, obviously, every con everybody alive is a consumer of these things. [02:52:28] S1: Yeah. [02:52:29] S2: You know? And as a result of that, there's plenty of government involvement, but, they tend to be owned privately in The US. So big utility companies, service providers, you know, pest control operators, like all different sorts of companies. And then you've got this crossover interest with, you know, the national interest and so on as well. [02:52:48] S1: Where's the strain the worst right now across those different areas? Or, like, where are we seeing the most strain? What's the evidence of the strain?
02:52:48 · John Coogan, Alex Hawkinson, Micky Malka, Jordi Hays
[02:52:48] S1: Where's the strain the worst right now across those different areas? Or, like, where are we seeing the most strain? What's the evidence of the strain? [02:52:56] S2: It's, it's pretty severe everywhere. So, like, The US has got a you know, if you grade the infrastructure, it's like a c minus or a d. So most of the critical infrastructure was built, you know, just before and after World War two. And it's, like, course, like, typical American plan with a twenty year lifespan. We'll figure it out afterwards. And now it's just you know, in a lot of places, it's, like, really held together with duct tape and and wire. And, so if you look at all those industries, you have this aging infrastructure, and then you have a labor force, like a systemic labor problems because older, like, older technicians are aging out instead of it's a bigger economy now, I guess. You know? It's still cool work to do, but younger workers are just not signing up for the journey to be a, you know, twenty five year time horizon to be a master technician in these spaces. So all of it's, crushing. I mean, to give one example, it'd be like water infrastructure. Like, 30% of the water we clean up leaches back out into the environment due to leaks in the pipes everywhere. Like, my town has wooden pipes, if you could believe that. What? It's crazy. [02:53:58] S8: I mean, it's pipe out [02:53:58] S1: of all. [02:53:59] S0: I know about I know about all the lead pipe that that our country depends upon to deliver water to to homes, which is concerning but wood pipes That feels
02:53:59 · Jordi Hays, John Coogan, Alex Hawkinson
[02:53:59] S0: I know about I know about all the lead pipe that that our country depends upon to deliver water to to homes, which is concerning but wood pipes That feels [02:54:08] S1: like a good thing. It feels like an aqueduct. I'm I'm down. Give me a wood punch. It's probably safer. I don't know. [02:54:15] S2: It's like I know. It's something a beaver. Don't know but it's it's bad. [02:54:18] S1: Like the [02:54:18] S2: fresh water is leaching out and the bad stuff is leaching in. [02:54:21] S0: Yeah. Yeah. So you're active in a bunch of different industries. Yeah. What is like, what is a go to market been? What is even the sales cycle look like? Is this you coming to these owners of these various assets and saying like, we're gonna help you leverage AI and it and it's looks like, you know, kind of Palantir's forward deployed model? Are you doing something different? [02:54:45] S2: Yeah. It's in that zone. I mean, we bootstrapped through the first 100,000,000 in revenue. So it's like I was trying to figure out that that that path path through path to customer. [02:54:55] S0: We need a word for bootstrapping to a $100,000,000 run rate and then and then raising some capital later, but it it it it needs its own. Maybe it's Hawkinson's Hawkinson's model, something like that.