00:32:53 · John Collison, Will O'Brien, Chris Sacca
[00:32:53] S1: It's the power cable that's feeding the [00:32:55] S0: power Exactly. Back to Yeah. And then you might just have, like, a fishing net floating through the water that has fallen off some Japanese, you know, fishing line. Like, a... That's debris protection. Can't... Debris, and it'll get caught in that. Can you... We can... Can you even bring that over? [00:33:08] S2: Excellent. Actually, good. [00:33:09] S1: We'll give you guys some... [00:33:10] S2: It's so weird. I didn't mean to set you up, but when we talk about craft and beauty... Oh. [00:33:15] S1: Are you doing a product placement [00:33:16] S2: right here? [00:33:17] S0: This is, [00:33:17] S2: man. But this is a tequila that we make, actually. Wow. And it's the only 100 tequila [00:33:22] S0: in You're this drinking with two Irishmen and you didn't bring whiskey. You're in an Irish fire. That's because... Is you bring your own heart. I am an American and we are imperialist. You bring your own... [00:33:33] S1: This is your tequila? [00:33:34] S2: Yes. This is Comos tequila. Comos was a Do know [00:33:36] S1: if you post the TV show Silicon Valley, it's a bit on the nose to make your own Yes. [00:33:40] S2: Yeah. Tres Comos. This is actually literally called Comos. K o m o s. [00:33:45] S0: Plus, it's It's
00:33:45 · Will O'Brien, Chris Sacca
[00:33:45] S0: Plus, it's It's [00:33:47] S2: the only 100% tequila in history. It's very unorthodox, but it's partly aged in wine barrels. And so... And then it also spent some time aerating, so it's like the smoothest drinking tequila ever. But it makes no sense to do it this way. Nobody had done it before, but we care about that stuff. And so I wanna say cheers, but there is a weird tie in to what you just said about design and beauty. That is the smoothest tequila in the world. One of the great cultural things about you and you is you guys both, I think, would identify as heterodox. But what is it about you guys who Don't [00:34:30] S0: ask where I'm from. [00:34:30] S2: Seem to be... No, no. But I think you're emblematic of the movement right now. What is it about you guys? What do you have in common? What's changed?
00:34:30 · Chris Sacca, Will O'Brien
[00:34:30] S2: Seem to be... No, no. But I think you're emblematic of the movement right now. What is it about you guys? What do you have in common? What's changed? [00:34:38] S0: I think the market difference is... The founders look very different. I think you alluded to this earlier. It's like, they're kind of rah rah, smoking, of like go to church on Sunday, maybe a bit louder, working typically on hardware rather than software. No disrespect to Y Combinator, but there's the make something people want moniker or something like that. I think this group is way more like make something the world needs. You know, it's like a different motivation. There is seemingly more of a spiritual or reason to why people start their businesses. Think that's definitely true for myself or at least a motivation in it. I often think of there being head and heart type founders where Jeff Bezos is the canonical head based founder or head oriented founder where it's like, you know, the Internet was growing at 30% per annum, and I saw that, oh, what would be the best thing to sell on the Internet? Oh, books are good because you can move them easily and they don't go off and [00:35:37] S2: Dashboards.
00:35:37 · Chris Sacca, Will O'Brien, John Collison
[00:35:37] S2: Dashboards. [00:35:37] S0: Yeah. It's like... And then he starts Amazon, but, you know, and then like, Jstie, Steve Jobs being the canonical heart based founder or something, know, the bicycle for the mind, the hippie on acid, you know, all this kind of other way, and I think this era of heart attack fenders are way more oriented on the heart based or something like that. Yeah, there's this interesting spiritual way. I think there's potentially interesting reasons for that. I mean, a lot of us grew... We're very, I think, impacted by something like COVID. A lot of us are typically in our later 20s now, but we're in college or something like that one had, it made me feel a little bit cheaters now, or we were forced to be in the digital world, so we feel to cause impact in the physical world, perhaps. There's, you know, maybe some potentially interesting reasons there, or maybe we're just more of a product of the times that we're in where more people are going back to organized religion, or we grew up through maybe kind of crazy woke era stuff or something like that, we're very colored by that. Yeah. Know you want to [00:36:36] S2: ask more about the robots, but do you want to talk about faith for a second? Because that's something that, I mean, that was something you would never talk about twenty years ago in Silicon Valley. [00:36:46] S1: But I'm [00:36:46] S2: curious about that. That has been a real sea change. How does that... Do you think it matters? Where does that come from?
00:36:46 · Chris Sacca, Will O'Brien, John Collison
[00:36:46] S2: curious about that. That has been a real sea change. How does that... Do you think it matters? Where does that come from? [00:36:54] S0: I think it speaks to an underlying change in the world, I think. I think there's a... I mean, it's very important to me. It's how I've met, like, a lot of my closer... Like, closest friends here in San Francisco. I've been through, like, church. I live with three other guys. All of them are Christian. All of them run tech companies. And so, yeah, this has been how I've kind of found my community here. And yeah, it's definitely noticeable. And yeah, all of my friends who are typically Christian are also building companies in the real world or in some capacity. So using my small sample, I might have to use a student's t test to see the reliability of this, but there is definitely a correlation here with guys who believe in God and believe in heaven and believe in, like, I need to live a good life or else I don't go to heaven. And then they build these companies that make it rain, that do autonomous cargo, that do ocean robots, that, like, there's definitely [00:37:49] S1: Making it rain in particular is, you [00:37:50] S2: know That is literally biblical. [00:37:52] S1: Still, I have more questions on the robots. Sorry. [00:37:54] S0: Keep you [00:37:54] S1: bringing us back to the robots. [00:37:55] S2: Let's go.
00:37:55 · Chris Sacca, John Collison, Will O'Brien
[00:37:55] S2: Let's go. [00:37:56] S1: If I have a bunch of offshore wind turbines... I don't, but if I did, and I wanted them to be flotsam and jetsam free, what are my options right now? Do I pay someone with a boast to go inspect them? So is this like a... You just sell cheaper inspections or... Broad shape. How are you selling to the... Like, what's the pitch meeting look like?: [00:38:17] S0: The broad shape... And again, the beauty of our business is that, like, the same way that business is done or operations, maritime operations are done for the Navy, for the ocean conservation, for the energy folks is all pretty much the same. Big, expensive surface shipping, as you know, we're not building ships fast enough these days, so it's like there's a backlog to even get the ship. Once you even get the ship, you're chartering it at, you know, an order of maybe a few $100,000 a day on that ship. [00:38:46] S2: What do they cost to make, by the way? We haven't really talked about the core economics of what you're making versus So, what they're yeah, on the underwater vehicle, we [00:38:55] S0: can sell them... So we primarily only sell them when we're working with navies. With the offshore industry folks that want to buy services office or running this, like, services business, but if you're working with a navy, we can sell them for as cheap as $50,000 For contrast, the most common, like, autonomous underwater vehicle that the US Navy is buying today is, like, somewhere on the order of maybe $5,000,000 so yeah.