03:16:19 · John Coogan, Jordi Hays, Casey Neistat
[03:16:19] S1: Okay. I thought he was going I thought he was going to a different job or I [03:16:24] S0: was also very confused. Everybody's confused about your post. Stick stick to Figma, Brandon. [03:16:29] S6: Stick to Figma. [03:16:29] S0: We got a post here from [03:16:32] S1: Put the pixels in the bag. [03:16:34] S0: Just put the pixels in the bag, bro. We gotta we gotta shout out. I'm Amrita Ahuja Block officially joined the S and P five hundred yesterday. She says it's not the finish line. It's a signal that what we're building has staying power. Inclusion brings broader exposure. Proud of our team. Focused on what's next. Hit the gong. [03:16:59] S1: She's Jack Dorsey, one of the greatest ever doing it. [03:17:01] S0: CFO over at Block. [03:17:03] S1: Very cool. [03:17:03] S0: Awesome. Liquidity says incredible work fellas. Sydney Sweeney had a campaign with American Eagle that went live yesterday. Of course, American Eagle was up 6% on the day and then 17% after hours. Yeah. Makes total sense. [03:17:19] S1: But aren't I I heard all like the big the big LPs are pouring into Andreessen Horowitz right now because the just on the rumor that Sydney Sweeney might be joining Andreessen as a partner. Is that true? [03:17:29] S0: Yeah. I mean, the fund has to be the new the new raise [03:17:31] S1: and Completely unsubscribed. On that news. [03:17:35] S0: Did have somebody I did have somebody smart text me and say, is this is this real?
03:17:35 · Jordi Hays, John Coogan
[03:17:35] S0: Did have somebody I did have somebody smart text me and say, is this is this real? [03:17:42] S1: I I I heard the news and I was like, I think it's real. I think it's real. But but to me I thought it was that Andreessen was investing in a company that had done a marketing deal with it. Sydney's. I didn't realize that the rumor was joining She as a [03:17:55] S0: kinda has the Midas touch right now. She did Doctor. Squatch, $2,000,000,000 exit. We got a post here from Nat Eliason. Yep. Fantastic post. He says, Waymo is a godsend for working parents. Need to hand off the baby between meetings? Them in a Waymo and send them to your partner across town. Impossible before now. Really grateful we have this technology. This went super viral. I'm sure Waymo was like trying to get a don't think there's definitely not allowed against the terms of use probably illegal in multiple ways. Wow. [03:18:28] S1: But he was clearly Waymo bombshell. [03:18:30] S0: He's he was clearly joking. I I was thinking about this though. I I do think it's a game changer that you know, how much time do do parents spend every day just like commuting their kids to and from school. Mhmm. I think AVs are gonna be great for families. For example, like I I remember like as a kid, my brother's school would start at a different time than mine and Mhmm. Like one of us would have to wake up earlier than the other. I think we're gonna be living in a world where [03:18:56] S1: You don't have to hang out at all. [03:18:59] S0: No. It's like more quality time and and less you know commuting.
03:18:59 · Jordi Hays, John Coogan, Alex Hawkinson
[03:18:59] S0: No. It's like more quality time and and less you know commuting. [03:19:02] S1: Yeah. But who says the commute isn't quality time? It can be. [03:19:05] S0: That's true. [03:19:05] S1: It can be it can be a moment to you know actually have a conversation kind of unplug from all [03:19:10] S0: of I've the literally listened to hundreds of hours of dinosaur content driving. [03:19:16] S1: But you gotta you gotta give a lecture. You gotta show up to the commute ready to get [03:19:21] S2: With [03:19:21] S1: pep on the t rex. [03:19:23] S0: Today is the first day of the rest of first grade. Up speech in the Just [03:19:31] S1: lock in buddy. Get in there. I want you to win. Want you to win. Build the biggest sand castle. [03:19:37] S0: We have another post from tweet Davidson. He says, in your twenties you get sorted into one of these four houses like Harry Potter. [03:19:44] S1: I got both of them here. Celsius, Celsius is out. You're I'm [03:19:48] S0: a big fan of three out of the four of these. I'm not thinking of the green one. [03:19:51] S1: What's the green one? [03:19:53] S0: Are you joking? [03:19:54] S1: I don't know what that is. [03:19:55] S0: It's a matcha. Matcha? Yeah. You're definitely white part? Probably oat milk with with a bunch of canola [03:20:01] S1: oil Never in been We can [03:20:02] S0: do a matcha taste test if you like it. Wait. Because matcha like it. I matcha has never been for me and never will be. [03:20:11] S1: Yeah. I clearly just like [03:20:13] S0: There's never been a big into that world.
03:20:13 · Jordi Hays, John Coogan
[03:20:13] S0: There's never been a big into that world. [03:20:14] S1: No. Diet Coke for sure. [03:20:16] S0: For three out of the four. [03:20:17] S1: Celsius. Yeah. For sure. [03:20:19] S0: I'm not I'm not I'm not I'll I'll have a Celsius in Mid. [03:20:24] S1: I I I do drink one every every day though. [03:20:26] S0: And we gotta give it up for Satya Nadella. That's a releasing GitHub Spark, a tool in Copilot that turns your ideas into full stack apps entirely in natural language. [03:20:37] S1: Coding game. [03:20:38] S0: They're getting into the game. [03:20:39] S1: Interesting interesting that they're not positioning this as a Claude code competitor. More is like a Figma make [03:20:45] S0: Well, definitely not a Claude code competitor. This is more of like a Yeah. Yeah. Figma make, Lovable, V0. [03:20:50] S1: Competitor. Interesting. [03:20:52] S0: Bolt competitor. Could be a knockout [03:20:55] S1: drag out fight. [03:20:55] S0: Every in the future, every SaaS company will have a little text box that lets you generate more SaaS. Yeah. And this is how SaaS will SaaS oral bar. [03:21:05] S1: The oral bar [03:21:05] S0: is SaaS. Industrial. Big SaaS wants you to think Big that SaaS wants you to think that you can get in the game too. On their infrastructure. You can. You can. [03:21:15] S1: You can. We we have we have a vibe coated project that was very handcrafted as well from Tyler coming soon. Dropping soon. [03:21:24] S0: I'm very excited about that.
03:21:24 · Jordi Hays, John Coogan
[03:21:24] S0: I'm very excited about that. [03:21:25] S1: Jack, wait wait. Let's go to Tyler. Any news in your world before? You're you're taking tomorrow off. [03:21:30] S0: You're I'm not I'm just I'm not taking it off. Yeah. The Yeah. You're gonna work so hard tomorrow when you're remote. I have some breaking news. I'll bring this up. Yeah. It's not working but [03:21:43] S1: I'll Okay. Okay. Yeah. Bring up the breaking news. We got some breaking news. [03:21:47] S0: We got We got a lot Gill scoop. A lot Gill is raising a 1 and a half billion dollar fund which if closed would be one of the largest halls for a solo GP. Love to see it. Natasha's got the scoop. Hit it. I'm sure this will be oversubscribed. [03:22:05] S1: Oh, we got the wipe. I like the wipe. Good job production team. That's fun. [03:22:09] S0: Very very [03:22:10] S1: I mean Have fun. [03:22:13] S0: I could I could see a lot at some point with a with a $10,000,000,000. [03:22:17] S1: Yeah. The real the real story that's the investigative journalists have to dig into. Is there anyone else on his payroll? Because if there's even one assistant. [03:22:27] S0: No. There's he's got a fantastic team. Jacob or Mackey. He's got a fantastic [03:22:30] S1: But he's not a solo g p. [03:22:32] S0: I mean, I think he's a solo investor. [03:22:33] S1: Everyone's always the only guy around. He's got other people on [03:22:36] S0: the He's got a team but I but I [03:22:37] S1: Maybe he doesn't have another g p. [03:22:38] S0: It's probably I would He's the [03:22:40] S1: only g p but [03:22:41] S0: he has company.
03:22:41 · Jordi Hays, John Coogan, Chris Samra
[03:22:41] S0: he has company. [03:22:42] S1: What if he had like 500 associates, 300 principals, 200 partners, and he's the only GP. He's And he's I'm a solo GP. I'm a solo GP. I have a bigger infrastructure team, bigger back office than Andreessen. But I'm still don't you call me a solo GP. I'm not a platform fund. Platform fund territory. But congratulations. Absolutely an insane investor. [03:23:04] S0: Amazing. Yeah. We covered his post yesterday basically saying these are the early winners. And of course, he's in all the number one. He's in the number one company in all of those categories. We got a post here from Jack. [03:23:15] S1: Crazy run entrepreneur for a long time. Color this this DNA company. [03:23:20] S0: His book too is is Oh, yeah. [03:23:22] S1: High Growth Handbook, Legend [03:23:24] S0: He's fantastic. [03:23:24] S1: Everything he does, hits out of the park. [03:23:26] S0: Jack Corbett Yeah. Has a post He's a went super viral. I was referencing this with Zach earlier. He says, you can Venmo The United States to pay off the national debt. And so they have website you can go to. Gifts to reduce the public debt. And you can just make contributions. You can use ACH, PayPal, Venmo, debit or credit card. So if you're really a patriot, go max out your credit card for Uncle Sam and make a make a gift to this country. [03:23:55] S1: Is it a tax write off? [03:23:57] S0: That's a good question. [03:23:58] S1: Does it count as taxes? Can I just Venmo my taxes now? If I'm like I owe this much [03:24:03] S9: Probably. Send it