00:33:59 · Jordi Hays, John Coogan
[00:33:59] S0: That's what I'm that's asking. Oftentimes the if you're searching for information that you can have very low purchase intent. Right? Like, how many times a day do I search for a specific fact? Yep. And never would have you could show me the best ad in the world, I wouldn't click through because I'm just looking for a fact. [00:34:17] S1: Yep. So if you're looking for something like, you know, Hulk Hogan's age, that's not a that's not a purchase intent. If that comes from an AI overview or it comes from a you know how they used to have those, like, knowledge boxes or, like, we would pull from Wikipedia. Or if you click on Wikipedia, none of that is making Google any money. So it really doesn't matter the UI or the actual underlying technology to get you that answer. And then Gemini is on absolute tear. Really remarkable. How how many monthly active users do you think the Gemini app has? These are MAUs, not DUs. [00:34:52] S0: On the mobile app? Web app? [00:34:54] S1: Gemini app. Combined? Yep. I think this is probably across mobile web and desktop but I would assume mobile. [00:35:01] S0: 520,000,000. [00:35:03] S1: Oof. Big. Right? And [00:35:05] S0: it And that's signed like, I guess I get I mean, they kind of get the it's kind of a they cheat code because everybody already has a Google account so they're like Yep. Signed in. Yep. But in in term I I don't know.
00:35:17 · John Coogan, Jordi Hays
[00:35:17] S1: They're monthly. And and what we know from semi analysis is that they're not taking share of queries that much. But 450,000,000 downloads on an app and monthly active users is pretty pretty high. And so Yeah. If there's if there's a world where Google can build a business around if they can bring in ads faster and keep the Gemini app cheaper and offer better better products and like you get deep research, you get agent, you get the $200 tier, the ad free if if OpenAI and ChatGPT has a $200 tier that's ad free and then Google's giving you the same product and the same experience but with ads for free. Like that feels like an Android IOS battle going on. That feels like something that could actually be pretty sustainable and kind of drive this like little bit of a duopoly. I don't know. We'll have to see how it goes. But daily requests grew over 50% from Q one to Q two. And I think everyone everyone is is pretty surprised by that. And I was also surprised when I went and pulled up the the Gemini app. When I went to go download it, the number of five star reviews is like hundreds of thousands. And I was like, okay. This is very serious. And that reflects the actual number that they shared, 450,000,000 monthly active users. So still a lot of work to be done. I was very frustrated when I went to go get v o three. I got the Gemini app and they were Are they [00:36:43] S0: already having it? [00:36:44] S1: But I couldn't access it. [00:36:46] S0: Is Gemini some frustrations default in in Android yet?
00:36:46 · Jordi Hays, John Coogan
[00:36:46] S0: Is Gemini some frustrations default in in Android yet? [00:36:50] S1: I don't know. I I imagine that it has to be preinstalled in the next round of Android phones that go out. Why would you not want that preinstalled in in there? But I don't I would be surprised if that's what's driving it because, I mean, how many Samsung Galaxies have they sold in the last quarter? Probably not 200,000,000, right? I doubt that that's what's driving the growth. But maybe that might be an interesting thing how many of them are pre installs, preloads. But even then you have to open it to become an MAU. But yeah, maybe maybe they're testing, maybe people will churn and go back [00:37:20] S0: to OpenAI and GPT. Android users have had access to Google assistant for a long time. Yep. That's getting phased out. [00:37:27] S1: Yep. It's just [00:37:27] S0: gonna be Gemini. [00:37:28] S1: Yep. Well, let me tell you about graphite. Dev code review for the age of AI. Graphite helps teams on GitHub ship higher quality software faster. You can get started for free at graphite.dev. [00:37:38] S0: I don't know if people can hear but anytime we do a an ad read, the entire team breaks out in applause in the studio. So it's really
00:37:46 · John Coogan
[00:37:46] S1: Let's hear it for some advertisements There we we go. In other very very sad news, Hulk Hogan has passed away at age 70. 71. Cardiac arrest was what you said. Right, Jordi? I didn't actually delve into that. Looked a little bit more into, some of the history. I wanted to know a little bit more about his his story. There's a whole bunch of different profiles. There was at one point going to be a biopic about him. In a recent interview with Variety, director Todd Phillips revealed that his long gestating Hulk Hogan biopic will not progress. Unfortunately, it got canned. This was back in about a year ago today. I love what we were trying to do, but that's not gonna come together for me. Chris Hemsworth had signed on to play Hogan in early twenty nineteen with the Joker writer and director duo, Todd Phillips and Scott Silver attached to lead the charge. Film's producers, you got Phillips, Hogan, Hemsworth, Bradley Cooper, Michael Sugar Suger? Suger? I don't know. Stacked. And Hogan's long long time pal and and New World Order stable mate Eric Bischoff. In a July 2020 interview with Total Film, Hemsworth described the training he'd have to undergo to transform into the eighties WWE icon. As you can imagine, the preparation for the role will be insanely physical. I will have to put on more size than I ever have before, even more than I put on for Thor. There is this accent as well as the physicality of and the attitude Hemsworth said. The Hogan biopic would explore his rise to stardom in the early nineteen eighties. His WWF World Heavyweight Championship win over the Iron Sheik in 1980
00:39:28 · Jordi Hays, John Coogan, Alex Hawkinson
[00:39:28] S0: It's a role. You know that Hemsworth has a personal fitness training app I called Centr. [00:39:34] S1: I have heard of that. Is it good? [00:39:35] S0: Like, well, I'm really gonna have to use my app a lot for this role. [00:39:39] S1: Maybe we should start using his app. Get on the Hulk train. Become Hulkamaniacs as they call them. [00:39:46] S0: Did you grow up watching wrestling at all? [00:39:49] S1: I didn't. But I was aware of Hulk Hogan just through the lore because it was so dumb. [00:39:54] S0: Well, even I I feel like I would hear more about Hulk, Hulk Hogan in the context of the Gawker saga. [00:40:03] S1: Oh, yeah. We should go into that. I wanna I wanna pull up this Hulk Hogan video. I'll send it to the the team. There's some, like, great, like, rants. Where is it? There's one where he's where he's talking trash about something. Wow. Everything's just, like, RIP. But he was he was legendary at, like I don't what what do they call in UFC where you, like, are pre show pump up talking about the competition? I guess it's like a promo. Is that what it is? [00:40:38] S2: Makes [00:40:39] S1: sense. This one. Seek and destroy. We gotta watch this. I will put it in the tab so we can watch this. And then, yeah, we should talk about the Gawker fallout a little bit. Let me put that in there. The best promos. Hulk Hogan, Seek and Destroy. Let's pull that up. [00:40:56] S0: Hulk Hogan has recently been a founder. He has Here it is. A real American beer [00:41:03] S1: Oh, [00:41:03] S0: which yeah. He did with Okay. The Budweiser family.
00:41:03 · Jordi Hays, John Coogan, Tyler, Hulk Hogan
[00:41:03] S0: which yeah. He did with Okay. The Budweiser family. [00:41:07] S1: This is what we need to channel. We need to bring this energy to the show every day. [00:41:11] S3: Fully defending, but there are those right now that are questioning whether you can withstand the big man. [00:41:17] S4: I don't care about those people, man. I don't care about those people that aren't stark raven Hulkamaniacs. I could care less what they think. I'm fighting for life, brother. I'm fighting for all those people that have remolded their lives, man. Modeled after Hulkamania. Get their priorities in order, man. Walk around with a lot of pride. As far as those people that are on Andre the Giant's side, I wish they'd come on down too. I like to slap them around just for a warm up. But I've already gone through my transformation, man. I'm ready for Pontiac, Michigan. I'm not the Hulk anymore. I'm the Hulkster man. Look into my eyes, man. Oh, come That mountaintop, back off, little man. I'm on that mountaintop, and I'm waiting for you, Andre. And I'm guarding that mountain. And the Hulkster that's guarding has got a 32 inch neck, a 64 inch chest, the largest arms in the world. And I'm here to seek and destroy, seek and destroy the cancer of Andre the Giant, seek and destroy the Weasels empire. And what you're gonna do Andre in Pontiac, Michigan when Hulkamania destroys you. [00:42:27] S3: He is indeed absolutely livid. Going against the man that one time he looked up to and respected. Hulk Hogan to the fans.