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...
00:19:46 · John Coogan, Jasper Zhang, Jordi Hays, S2
It it it is gaining a lot of ground among among the the futurists [00:19:51] S4: Yeah. [00:19:51] S1: And the and the science fiction fans. The racing simulation hypothesis is is getting getting popular. This is cool. [00:19:57] S0: That's not all. [00:19:58] S1: Wait. Wait. Really quickly on Genie four, is it available yet? What... Because you've played with some of them before. [00:20:04] S2: Yeah. I'd love to get access. I I don't have access to Genie 4 yet. I think it's still on... You have to, like, apply to their, like, early access program. [00:20:12] S1: Okay. I I'm I'm excited for that to to roll out and be able to play. Jordi, what what is the next Google? [00:20:18] S0: They got another model. Multiple models this week. Sundar is back. He says, I did say we'd be releasing our models periodically, introducing Gemini four Carbon, their next frontier model, which follows Argon's release just two weeks ago. Carbon shows the pace at which we're pushing the frontier, and it ranks number one on the recently updated V5 of the Artificial Analysis Intelligence Index at 59. And it also leads across cybersecurity evaluations, scoring 88.2% on SCCBench pro for finding vulnerabilities and 54.8% on exploit gym. Yeah. So very excited to see the reaction here. Seems like a great launch. Elon says it's impressive. And I think, again, they have to at this point have been learning from the sort of series of of benchmark disappointments that they seemingly have had for [00:21:17] S1: Yeah.