00:33:26 · Jordi Hays, John Coogan
[00:33:26] S0: Yeah. Also, you could Literally in my backyard. [00:33:28] S1: GPUs up in the shape of a dinosaur Yes. So that you have a beautiful architecture in your foyer. You'd of course need to add a lot of cooling. Because all of a sudden your entryway is the hot aisle. That'd be rough. But it would make a statement. People would come in, they know you mean business. They know they know you do [00:33:47] S0: That's right. [00:33:48] S1: You do local compute. You're not paying API pricing, you know. You're saving dollars every... [00:33:54] S0: Why on earth does Malaysia have so much compute, John? Can you take [00:33:59] S1: a Nobody knows. [00:33:59] S0: It's a mystery. Nobody knows. [00:34:00] S1: Nobody knows. [00:34:01] S0: Nobody knows. It is a total mystery. [00:34:03] S1: This was the first story we talked about on this show. The very first show. Wow. Very first show I opened up The Wall Street Journal and and there was an article right on the cover about Malaysia being the new the new data center hub. [00:34:18] S0: Tyler, we gotta send you down there.
00:34:18 · Jordi Hays, John Coogan
[00:34:18] S0: Tyler, we gotta send you down there. [00:34:19] S1: They are the Switzerland of AI. That was sort of the framing was that they can buy compute from The US and resell it in China. And so that was an incredible advantage. And they had a lot of power between the different locations there, and the government was sort of set up to allow a lot of compute build out. Pretty pretty interesting. They they have a lot. It's not that much compared to America. I mean, is not the green bar here. They're not the red bar. The red bar is China. I'm actually surprised They're not even the blue bar. [00:34:54] S0: I'm I'm surprised that the EU has more compute than Malaysia. Okay. Yeah. You're back. Aren't you? [00:34:59] S1: No. Because the EU is huge, and Malaysia is like a pretty small country. [00:35:04] S0: I know. But, yes. They they... Malaysia seems to be going so long.
00:35:04 · Jordi Hays, John Coogan
[00:35:04] S0: I know. But, yes. They they... Malaysia seems to be going so long. [00:35:07] S1: Yeah. Also, Malaysia is interesting because it's sort of like the the AI industrial hub to Singapore. So Singapore is the the global financial hub, the port city. So everything's coming in there. You get stuff delivered through Singapore, and then you set it up in Malaysia, just a hop, skip, and a jump over, like, a small river or a small, I don't know, small waterway to get to where you actually need to deliver the final product. So, interesting. But, yes, I imagine that a lot of Chinese AI lab compute. If they're doing training, they're probably using like a Malaysian neo cloud that's racking NVIDIA chips. And they can because there aren't as many trade restrictions, I think. Something like that. Yeah. Anyway, let me tell you about Shopify. Shopify is a commerce platform that grows with your business, lets you sell in in seconds online, in store, on mobile, on social marketplaces, and now with AI agents. I know you. [00:36:00] S0: Two Sequoia Capital portfolio companies [00:36:04] S1: Okay. [00:36:04] S0: Citadel Securities and OpenAI have teamed up with Sequoia. That's a true sentence. Very... It is unbelievable. Yeah. [00:36:13] S1: It doesn't read like that. It reads like we're Sequoia and we're brokering a deal between two large important institutions. [00:36:20] S0: No. These are just portcos.
00:36:20 · Jordi Hays, John Coogan, Mark Gurman
[00:36:20] S0: No. These are just portcos. [00:36:21] S1: These are just portcos. They're just like we got a portco collab going on. We made the intro at our CEO summit. Yep. Ken, have you met Sam? You should... You guys should do something. [00:36:30] S0: You guys really gotta talk. [00:36:31] S1: You guys gotta talk. Yeah. Yeah. I'll I'll intro you over email. [00:36:34] S0: Sequoia announced no limit, a bot building tournament. [00:36:37] S1: It's cool. [00:36:38] S0: Hosted by Citadel and OpenAI and Sequoia. Teams of one or two get sixty minutes to build a poker bot from scratch. Agents play thousands of games across six scored rounds. Open to university students in recent [00:36:49] S1: Are they taking a shot at Tyler with that? [00:36:52] S0: Absolutely. It's brutal. Because he's neither a recent grad or a university student. Neither. He's neither. That's crazy. He specifically set this up. [00:37:01] S1: They could have just said [00:37:02] S7: Not allowed dropout. [00:37:02] S1: They could just said young people. Open to young people. [00:37:04] S0: They literally are like [00:37:05] S1: Open to young go [00:37:06] S0: No. No. They specifically don't want dropout. [00:37:07] S1: They specifically don't want dropout. [00:37:09] S0: They're like, anybody that, like, had a bright future in academia and quit to work on a podcast is absolutely not welcome to to to compete in this. We don't want you. [00:37:19] S1: I'm I'm sort of offended. I love Sequoia. I love OpenAI. I love I love Citadel Securities. But, yeah. Rough. Give us a break.
00:37:19 · John Coogan, Jordi Hays
[00:37:19] S1: I'm I'm sort of offended. I love Sequoia. I love OpenAI. I love I love Citadel Securities. But, yeah. Rough. Give us a break. [00:37:29] S0: No. It's... It is really funny. Dropouts, not welcome. [00:37:32] S1: Not welcome. Also, probably [00:37:34] S0: No. I'm sure I'm sure they do I'm sure they do allow that. [00:37:37] S1: Yes. But but, yeah, this is this is gonna be very fun. I, yeah, I wonder I wonder where where you could go with that. That's interesting. Sixty minutes. That's pretty quick. And I wonder what what tools you'll be able to use, how much prep you can do, and and also, like, what the actual API is. Because I... I'm I'm increasingly interested in in building these types of bots, but doing it with computer use and and having it only see what the human sees. I want, basically, a camera pointed at the screen with, like, a button clicking. I I want as much friction in the system as possible. And I... I'm I'm unimpressed now. I've moved the goalpost since you could just interact with the API. But who knows? This is still very, very interesting and will probably be superhuman as I as I anticipate. Anyway, let me tell you about Console. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees instant resolution for access requests and password resets. Can I talk about Turbo Puffer for a second? Yeah. Okay. [00:38:40] S0: So Please do.
00:38:40 · Jordi Hays, John Coogan
[00:38:40] S0: So Please do. [00:38:41] S1: So Turbo Puffer, you've probably seen the puffer jacket that Jordi has worn on the show a number of times. It is now available for sale, I believe, or... I think There we go. It's only gonna cost you a $100,000,000 of contracted value with them. Need... I think you might need to be a customer, or it might be for sale. But it's a beautiful puffer jacket from Turbo Puffer. There's a great profile on Turbo Puffer in Colossus Mag today. It's really cool. It frames Turbo Puffer as, like, the only normal tech company in the world while everyone in San Francisco is, like, crashing out and like being like AI doom like the Turbo Puffer folks are just like [00:39:17] S0: They're just puffing. [00:39:17] S1: We're building the business. Yeah. Yeah. We're building the business. [00:39:19] S0: It's beautiful. We... Yeah. We started working on that probably over a year ago. [00:39:23] S1: Simon's been on the show a couple times. [00:39:25] S0: No. I'm talking about... [00:39:26] S1: Oh, Oh. Oh, yeah. The puffer jacket. [00:39:27] S0: Started working on it. Yeah. Making clothing is very, very hard. [00:39:30] S1: It takes a long time. [00:39:31] S0: It's very, very, very hard. But but, finally...