00:11:49 · Jordi Hays, John Coogan, S2
[00:11:49] S0: Red. Christmas. Very festive. [00:11:53] S1: Yeah. It's right around the corner, so get ready. Let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. Tyler's clapping for that ad. He was also clapping at the Apple event. We can show a video of Ben going crazy. They set up this little photo booth. [00:12:16] S2: I don't think I was even in the top 50% of how excited people were. [00:12:19] S1: No. No. There were people that were going way harder than you. Yeah. This was this was a mild performance. The other interesting thing about the the actual keynote was that they didn't put the price up on the screen. Typically, there's like a... Where you do all this, and it's a it's a phone, and it's a music player, it's a blah blah blah, and it has the best screen ever. And it's only $1.99 or $9.99 or $2.09... $22,999. We're no longer in that era because of the memory crunch and the and the price of components going up. And so the price was not on screen. You can actually see it on apple.com. Something around... Starts at... What does it start at? $2,900 for the 14 inch. The 16 inch is gonna be $3,400 to start, which is on the pricier end, but... [00:13:14] S0: And the way you expect it was 60? [00:13:17] S1: 6,000 thousand dollars. $65.65. [00:13:21] S0: You can get... They also have an own nothing and be happy option. You can lease it.
00:13:21 · Jordi Hays, John Coogan, S2
[00:13:21] S0: You can get... They also have an own nothing and be happy option. You can lease it. [00:13:24] S1: Yeah. You can lease it. [00:13:25] S0: Thirty six months. [00:13:27] S1: I mean, it's not that crazy. Yeah. I mean, a a lot of people are buying these for work. They're expensing them, and so there... There's a there's a way. And then, I mean, at the price for performance, like, you're in the right realm. It's not that dramatic. We can talk more about the the strategy that's merging with Mark Gurman. The interesting thing was that that that initial, like, light shined on the wall. That was a teaser for the fact that the Apple logo now lights up on the back of the screen. [00:14:00] S0: Yeah. I completely... I I hadn't really been thinking about the fact that that had gone away. Yeah. Seemingly to save money. [00:14:07] S1: Yeah. Exactly. And now they're bringing it back. And this... [00:14:10] S0: And it's crazy in hindsight because it's like, yeah, they probably saved a little bit of money Yeah. But it's so such an iconic part of the Mac experience [00:14:18] S1: Okay. [00:14:18] S0: That was just gone. [00:14:19] S1: You're pro. You're pro having [00:14:21] S0: Pro bringing it back. [00:14:22] S2: Cool. Well, they brought it back. [00:14:23] S0: No utility.
00:14:23 · Jordi Hays, John Coogan
[00:14:23] S0: No utility. [00:14:24] S1: So that might be the thing that gets you this I'm so want the touch screen. You don't care about the OLED, but the light up back is interesting to you. No. I mean, the the the applause from the audience at that moment was the biggest it was of of everything, even more than touch. Like, even more than anything else. Like, that was what people were excited about. [00:14:45] S0: Maybe maybe they're bringing it back because, you know, a lot of people are live streaming. Mhmm. Sometimes, you know, MacBooks are are... [00:14:54] S1: Oh, yeah. You can't really tell what we're doing.... I need to position it like this if I really wanna be nice to Apple comms. Here we go. Boom. Nailed it. That's good. Right? That looks great. Now that's... That... Another reflection there. No. People are very excited about this. And, yes, my theory is that it probably costs, like, $2 per unit to do that. And back when they were selling MacBooks for a thousand dollars, that was, you know, a fifth of a percent of the total price and maybe, you know, half a percent of the total component cost or something. These these are very estimated numbers. But when the top line price goes up because of memory going up and because of chips going up in price, all of a sudden, like, the the technology that it costs to light up the Apple logo probably hasn't changed in price. It's probably... Maybe even gotten cheaper. It might just be still $2. And so now they're like, well, most people are gonna be specking these at, $4. $2 relative to $4 is way less than $22 relative to
00:14:54 · John Coogan, Jordi Hays
[00:14:54] S1: Oh, yeah. You can't really tell what we're doing.... I need to position it like this if I really wanna be nice to Apple comms. Here we go. Boom. Nailed it. That's good. Right? That looks great. Now that's... That... Another reflection there. No. People are very excited about this. And, yes, my theory is that it probably costs, like, $2 per unit to do that. And back when they were selling MacBooks for a thousand dollars, that was, you know, a fifth of a percent of the total price and maybe, you know, half a percent of the total component cost or something. These these are very estimated numbers. But when the top line price goes up because of memory going up and because of chips going up in price, all of a sudden, like, the the technology that it costs to light up the Apple logo probably hasn't changed in price. It's probably... Maybe even gotten cheaper. It might just be still $2. And so now they're like, well, most people are gonna be specking these at, $4. $2 relative to $4 is way less than $22 relative to [00:15:53] S0: a thousand dollars. Feels like a guy that's like, yes. It's not necessary. Yes, it has no utility other than, like, sort of brand Yeah. And just sort of like enjoy... Like enjoyment for the user. It looks nice. [00:16:06] S1: Yeah. No. And I think that's the premium Apple brand that they need to like stick with and stay with and stuff. So I thought that was that was a nice touch. Anyway... Google. [00:16:18] S0: They got a couple new models.
00:16:18 · Jordi Hays, John Coogan
[00:16:18] S0: They got a couple new models. [00:16:19] S1: Okay. First, let me tell you about Railway. Railway is the all in one intelligent cloud provider. Use your favorite agent to deploy web app servers, databases, and more. While Railway automatically takes care of scale and monitoring and security. What did Google launch? [00:16:31] S0: Google has a couple new models. Sundar says excited to share Genie 4. Today, our most realistic and interactive world model. [00:16:37] S1: This is really cool. [00:16:38] S0: Steer dynamic environments in real time, shaping events, camera angles, and actions. Generate native audio, match the world from realistic background sounds to characters who can converse in real time. Simulate photorealistic scenes and real world physics, create more coherent multi step events through reasoning from Gemini, and they've started to roll it out as a research preview. Looks incredible. I think that the primary use case for world models for me personally so far is, you know, making me think that it's more likely that we're living in our own simulation. Yeah. I don't know. I I wonder, like, who's using, you know, who's using these?
00:17:22 · John Coogan
[00:17:22] S1: Well, right now, it's mostly research previews. So researchers are using them. And the immediate the immediate thing is, like, okay, it could be fun. It could just be something that you want to spend time in. So it's like a video game. It's a substitute for video games or even just a full video game that you wanna pay for or or subscribe to or upgrade your plan to be able to tinker in. But the the immediate case for for content creators is, like, set extensions, virtual backdrops. Like, you can you could effectively composite yourself into this world, and your camera could be moving you around. You've seen those videos of people LARPing with Higgsfield. You've seen this? Where people would be like, look at look at me, and it's like them. And it's like, this is my Lamborghini, and they've dynamically replaced the the Honda Civic with the Lamborghini. And then they're like, and I'm on my private jet, it's actually just their back staircase or whatever. This allows you to do it in real time if it's this high quality because it can it can interpret where the camera position is and then dynamically generate the world. So even if you're... Even if I'm filming you and I have a virtual backdrop on you and I'm like, okay. We're in... We're on the beach and then we go outside, it can it can imagine what's outside and it says, okay. Now we're now we're on the boardwalk of the beach and it can continually recreate this. So there will be some interesting, like, real time applications as this Everyone rolls is probably familiar with the simulation hypothesis, proposes that what one experiences as the real world is actually a simulated reality such as a computer simulation in which humans are constructs. Everyone's thinking we're in a simulation in a simulation now. You had a different thesis, different hypothesis, the racing simulation hypothesis, which is that our world, what we know as Earth, what we know as the human experience, in fact, exists in a racing simulator run by a higher level organism that exists purely to propagate f one and the f one circuit and everything else that we do is in service of simulating f one. Motorsport. Motorsport. Yeah. Motorsport. Broadly. It's not... It's it's a it's a multifaceted racing simulation. So you include NASCAR. Include GT three. Yeah. Exactly. The racing simulation hypothesis is is one that's...