SPEAKER_00: we could all disagree about so many things but the senseless murder it's just there's no place for this and um it's a it's a it's in no way going to um change what those kids are going to go through but we made a donation here on behalf of the this week and startups family to charlie kirk's kids funds um and uh encourage everybody to do the same and gosh you know there's nothing to SPEAKER_01: say here other than i'm thinking about his family and we're all thinking about that and senseless murders for trying to model debate on college campuses is senseless tragic infuriating and depressing um and it's time for leadership from everybody who is part of these debates to step up and just say there's no room for this SPEAKER_03: this week in startups is brought to you by public you take investing seriously public does too build a multi-asset portfolio and earn an industry-leading 4.1 apy on your cash with no fees or minimums learn more at public.com twist aws activate aws activate helps startups bring their ideas to life as you build and scale your business activate credits grow with you to support your changing needs apply to aws activate today and receive up to 100 000 in credits visit aws dot amazon dot com slash startups slash credits and squarespace turn your idea into a beautiful website go to squarespace.com twist for a free trial when you're ready to launch use offer code twist to save 10 SPEAKER_05: off your first purchase of a website or domain all right everybody welcome back to this week in startups i apologize for not shaving today and not being suited up gentlemen i am on the road no rest for the weary had the amazing all-in summit monday tuesday an incredible celebration of vibrant debate and we'll get into that we'll have some videos of it but i had to go wednesday in order to book vlad SPEAKER_10: my friend from robin hood uh alex i said uh hey you got to come to the summit things are going great let's chop it up he said of course uh but i'll come next year because i have the robin hood summit in SPEAKER_01: vegas on and i said well what days is that he said tuesday wednesday i said perfect come monday he's like well it's a bit much for me to come monday and then go to vegas i got this big thing it's a production i should probably be out there the day before yada yada uh but i'll make it happen for you jacob and i said oh that's my guy all right he remembers that i put that insignificancy check in uh before they launched thank you for the uh ski house um and if a 10x is from here thank you for uh you know ski mount a pj thank you for the thank you for the upgrade to yellowstone club uh putting all that aside he said uh but i have a a a request for you and i said oh that's fine anything you need a tweet or something some air cow and he said no um i want you to do the closing keynote for my event on wednesday you know me and you on stage you know you're you're you're a big hit these days and um sure enough i had to then wake up on wednesday after being out dancing to diplo at universal studios for the closing party got to bed at 1am got up at 7 to the airport with me uh but got to fly jet suite x which is quite delightful and um zip zip to vegas and then had a nice uh SPEAKER_10: keynote there and then had dinner with uh jared leto a friend of mine in flats and a couple of other folks at carbone oh delicious unbelievable and um we'll get into all that uh but here i am in back in los angeles my mother-in-law had her um birthday party she's just so delightful i couldn't ask for a better second mom and i got a pretty great mom myself which leads me just to a quick opening statement i woke up today profoundly sad um just a huge weight thinking about those two poor kids growing up without their dad and so i just want to talk about charlie kirk yeah and i just want to say to SPEAKER_00: charlie kirk's family we're thinking about you and a lot of my friends are personal friends with him and uh you know i've tried to balance out um people's feelings about politics and and vibrant debate here on this week in startups and obviously on all in and um you know could probably disagree SPEAKER_10: you know charlie and i and sax and i and any number of people you and i alex even lon we could SPEAKER_00: all disagree about so many things but the senseless murder is just there's no place for this and um it's a it's a it's in no way going to um change what those kids are going to go through but we made a donation here on behalf of the this week in startups family to charlie kirk's kids funds um and uh encourage everybody to do the same and gosh you know there's nothing to say here other than SPEAKER_01: i'm thinking about his family and we're all thinking about that and senseless murders for trying to model debate on college campuses is senseless tragic infuriating and depressing um and it's time for leadership from everybody who is part of these debates to step up and just say there's no room for this and it's unacceptable and they're just not the time to play the clip game or the what about game it's the time to be sad and to think about those kids um and i don't really have anything else i could possibly say here except i'm sad yeah alex of course i know you have feelings as well because you're part of the vibrant debate in the american experiment and i know you care deeply about this SPEAKER_18: yeah i know enormously also i've got kids too so you know you think about that um just to everyone out there who who gets a lot of uh emotional um impact or resonance when major news events like SPEAKER_20: this happen just a reminder that if you take your phone and you turn it off and you put it down and you walk outside yeah put the sun on your face you get some more perspective and i literally still do this with myself so during the during the breaking news cycle of this horrible week i did quite a lot of that i put on the way to invest for a while i took the kids to the park and you just need to get a little distance from things remind yourself that the world is mostly as it was uh tragedies happen but i think i think we can all get a little bit um caught up in them and the discussion about them and i think yeah i think we've seen some deleted tweets today which is probably a positive sign but just a SPEAKER_18: reminder that going outside and touching grass is a meme but it's also a very good piece of um SPEAKER_10: mental health advice yeah i think maybe a little uh meditation and reflection and journaling any of that stuff could be helpful i haven't slept for now you know i mean partially due to my schedule but SPEAKER_24: also just woke up thinking about this um and um yeah lon i don't know if you have anything other than SPEAKER_26: sadness uh it is very sad i i clearly i was not a a fan of mr kirk's his his rhetoric or his style but i SPEAKER_28: think what's so important to stress is that uh this kind of political violence is not just immoral not just wrong not just leads to more violence and it's a vicious cycle intensely counterproductive no matter who you are what side of the spectrum you're on there are a hundred thousand other people who will SPEAKER_26: be more than happy to take over charlie kirk's audience reinforce charlie kirk's message it's not like you get these messages to go away all you do is raise the temperature could continue this cycle of more and more vengeance more and more anger more and more violence it it achieves nothing it creates only destruction and that doesn't it doesn't matter how you feel about charlie kirk and what he was particularly saying you don't you can't that's not a solution no matter what somebody's message is shooting them is not a solution it only makes things worse and i think that's that's the feeling SPEAKER_28: that i come out of this you know a lot of people are trying to sort of make it a larger reflection of well it's this political debate or it's that or it's about this or this is the theme we should take away and to me that's the only theme it's like you can't ever move forward by shooting somebody SPEAKER_07: that's not how it works it's gotta end folks um all right so we'll take a deep breath here and um SPEAKER_10: with change the tone a little bit yeah yeah it's it's heavy folks i get it and i get a lot of people are suffering so we're we're with you we're all americans we're all humans some of us are parents SPEAKER_20: all of us are sons and daughters so yeah yeah jason though before before the the awful part of the week yeah you had the all-in summit yeah thing in your calendar every year a lot of people showed up um i was home with the kids changing diapers sadly but you and lon were there on site so you know for everyone out there like me who wasn't there take me through it how to go with best talk best SPEAKER_10: moments you know the theme of it was vibrant debate and speaking up for what you believe in um which is SPEAKER_00: you know quite paradoxical and and resonates even more after charlie kirk's murder assassination um SPEAKER_05: and um you know for me it's like intellectual disneyland for kids you know like uh it's an intellectual vacation for me i get to not only hang out with all my besties i had long there you know one of my best friends over the last 25 years helping me with the docket helping me with my jokes Chamath Palihapitiya: people always like wonder oh you're so witty and it's like well lon and i are witty and we have SPEAKER_46: you're getting there alex but you know well i i can't hold a candle lon's the funniest writer we have SPEAKER_10: a twist absolutely so he workshops everything with me but i was also lucky to have amanda uh from the league uh and my friend will barnes from uber uh make the trip out and be part of my little uh writer's room where we workshopped all the you know different um important questions we SPEAKER_52: so when you see me on all in or you see me and i got this incredible compliments if you want your SPEAKER_54: business to succeed online it has to stand out and that's why you need a beautiful world-class website the good news is you don't have to hire an expensive designer anymore nor do you need a bunch of developers no squarespace has all the tools you need to claim your domain and start building your company hey maybe you got a product to sell maybe you want to show off some samples of your work maybe you've got a new service you're providing well squarespace is the all-in-one tool you need for your business to grow and flourish and they offer beautiful templates maybe you want to start an online course or you're scheduling appointments for people maybe you're generating client invoices all that is built into the product everything you create with squarespace is pre-optimized to show up in search engines as well so you don't need to hire some expensive seo person nope they're building your meta descriptions they're setting you up with an auto-generated sitemap and the seo is done before you even get started plus there's a new ai powered feature it's called blueprint which makes SPEAKER_52: it easier than ever before to customize your website and make it really pop so check out squarespace.com twist for a free trial and when you're ready to launch go to squarespace.com twist to get 10 off your first website or domain purchase that's squarespace.com twist um lon which is a SPEAKER_10: tribute to your contribution and um amanda my wife jade uh will barnes all who helped me think about hey you know i get two questions maybe with my three other besties there we each get to get maybe two questions and so i want to make them count and i want to make them important for a positive discourse and you know it's got some wonderful compliments from people who said i was on the top of my game and really that's because i don't have to run the event anymore in the logistics yeah and we have an incredible team uh john hale kimber uh producer nick uh and just everybody down the line there's a dozen people working over at all in to make that event spectacular for i don't know if it's 3 500 or 4 000 SPEAKER_26: people literally double last year it was about 3 500 people they said and i i mean it was amazing to be SPEAKER_28: backstage and how tight everything was the amount of people coming through going up on stage coordinating there was a whole documentary crew making behind the scenes footage security i mean so i was about SPEAKER_46: to say security when you have a lot of people going through a back a green room or backstage that's SPEAKER_64: that's tricky a lot of security parts of this production were amazing i mean there was so much SPEAKER_66: going on it was really impressive to see it super next level and um you know a lot of important SPEAKER_00: discussions um my bestie elon showed up for me for the fourth year in a row so i really appreciate SPEAKER_10: that you know you can you really tell your who your friends are you you know have a show and you're like hey just always i always tell them like you know if it if it if it's good for you and you want to hang with the boys you know i'd love to have you and i don't uh obviously put any pressure on him because he's super busy running 752 different projects um and he always just says the same thing SPEAKER_70: okay sure do you want to do you want to play the clip oh we do have a clip from elon yeah i don't know SPEAKER_73: what the clips are but sure let's play the clip here lon why don't you talk us through what i'm SPEAKER_76: about to show as i pull it up yeah uh what which elon clip is this oliver i don't remember oh this SPEAKER_77: is the humanoid robots starlink oh okay great yeah sure uh yeah i think this is the party was SPEAKER_26: talking about the the difficulties and complexities of humanoid robots all right here we go optimus is um SPEAKER_81: um i think going to be the greatest uh product in the history of humanity what's the progress like and how much of your how many of your cycles are going specifically to optimus what's the timeline i think you're on version three maybe four it tell us everything SPEAKER_84: uh well yeah no everything would be take a long time we've got time um we're we're finalizing the SPEAKER_87: design of optimus version three and uh that that really is going to be a very remarkable robot um it will have the essentially the manual dexterity of a human so meaning a very complex hand um it the a an ai mind that can navigate and comprehend reality uh and we made in very high volume uh those are the three things that are missing like if you see any other um robotics uh company they're missing those three things those are the three really hard things um and uh i i spend actually at this point um it might be more of my mental cycles than anything anything else any other single thing on optimus uh that's that that's solving for uh real world ai uh all of the electro mechanical issues of optimus the the supply chain of production challenges of it because we have there is no supply chain that exists for humanoid robots so it has to be we have to recreate it from scratch um and which requires doing a lot of vertical integration um none of the actuators in optimus are available from an existing supply chain um so but i i think it is accurate to say that if SPEAKER_89: successful optimus will be the biggest product ever there you have it i mean that that was a theme that SPEAKER_28: came up a lot actually was the sort of connection between ai and robotics and how the whole robotics industry is sort of waiting for ai to like get to the point where these robots can sort of begin SPEAKER_64: training themselves and we can automate the training a lot more like that that came up i think a few SPEAKER_66: times during different presentations yeah and alex obviously you and i have discussed this in granular Chamath Palihapitiya: detail the real magic here and why i think elon's got a tremendous advantage is he knows more about factories than anyone with the possible uh contemporary of say like the apple right there's really only two people in the world the team at apple and elon's team that have done at scale creation of factories to make at scale products like an optimus or a smartphone and you then have at the same time you have to put a brain right so if you start thinking about this wizard of odds style you know it's got to have the courage and dexterity of the lion to be able to move the arms right okay so that's a unique challenge that elon hasn't done before um because that doesn't exist like say in a tesla or in a rocket however the factory to make things is something that he um is just unprecedented in his first-hand experience so then you look at the brain if he only had a brain uh and that uh brain comes from uh that who's the who's the brain the tin man i guess yeah scarecrow no no scarecrow if i only had a brain man needs a heart tin man needs a heart okay so you know if i only had a brain and um you know in that case grok chat gpt gemini claude the brain is being worked on and then you have vision which real and you have the real world vision not just oh here's a flat picture but SPEAKER_96: hey something is moving through space so who has moving through space tesla waymo there's a small cohort of people who are moving through space in real time with very sophisticated chipsets and computer vision assessing the world now they're assessing the world at 55 miles an hour at 35 SPEAKER_52: miles an hour you know with thousands of pounds of steel moving around this is going to move around at three or four miles per hour five miles per hour maybe eventually like yeah four or five miles SPEAKER_01: per hour would be probably the top speed you'd want these things to go at like a jog um and and probably even then that won't be until version six seven or eight that they'll you'd actually want them even if you could technically do it to run it would do it so really interesting you know the position he's in and you know having known elon for 25 years i can tell when he's deep in it by this is my elon SPEAKER_50: towel after countless dinners together is when he goes and he looks down or looks up puts his hand on his chin and he's thinking because he's not thinking about my question he's parallel processing 17 problems SPEAKER_01: and cycling through them the actuator the forearm the computer vision he is thinking about these things he's got a very active brain and he parallel processes them so i do think if anybody's going to make this into you know a a billion unit product it's going to be him and i do believe we'll be sitting here in 20 years hopefully we're all still here and saying yeah tesla used to work on cars you know they were a car company remember that and you're just going to be like oh yeah they had a car line yeah they still have that right it's going to be almost like you know the merch store compared to the cars is what we're going to look at the cars like oh yeah you can also buy tesla branded car or tequila if you want but but your optimist is going to be really the show and they're going to be able to produce these for one dollar an hour all in maintenance support etc right so you start thinking about that you know 10 000 hours a year at a dollar an hour 10 000 hours a year or something like that i don't know how many hours are in a year but you know close to 10. um so that's pretty miraculous if you think about it uh alex any any thoughts as we move on to our next clip and maybe you can SPEAKER_46: tf the next web yeah yeah very briefly i just wanted to throw in we didn't get to talk about it because we didn't have a live new show earlier this week but uh alibaba dropped an r1 uh robot SPEAKER_20: earlier this week um so just lots of competition out there and the startups in the tors 500 are aptronic uh one x and figure are three names to put out there in the robot game so i mean we talk a lot about optimus on the show for obvious reasons but uh startups are also barking up the same tree SPEAKER_104: we're all familiar with aws amazon web services that's the cloud platform that powers so many of your favorite brands but do you know about aws activate that's their program for startups where they provide up to a hundred thousand dollars in aws credits for all startups whether you're backed by an investor or you're bootstrapping money is time to keep innovating time to delight customers and time for you to keep gaining traction you need runway and aws's activate is going to help you with that runway we hear this story from so many of our founding university companies are finding product market fit the words getting out about their product just a little boost finding some savings here or there to get a little extra time can be the difference between getting traction and bringing in revenue or hey let's call it what it is running out of money okay and shutting down aws knows this that's why they've created the ultimate toolkit for early stage startups looking to boost growth with aws activate you're gonna get up to a hundred thousand dollars in aws credits hands-on support and training plus exclusive discounts with some of our favorite companies and tools so start getting the support you need at every stage of your startup journey to learn more visit aws.amazon.com startups credits that's right aws.amazon.com startups credits yeah it's going to be a pretty vibrant SPEAKER_06: fight twist500.com to see the 500 most important private market companies private only shout out to SPEAKER_76: producer claude 8760 hours in a regular year so i think these things overestimating i think anybody SPEAKER_06: would pay a dollar an hour to have these 24 dollars a day um maybe they work 23 and they charge for an Chamath Palihapitiya: hour but you could imagine when you're asleep it could be doing the yard work you could imagine SPEAKER_96: while you're sleeping it could be walking to the grocery store and picking up fresh croissant for you at 6 00 a.m when your bakery opens and the robotic uh the optimist behind the counter will give you SPEAKER_46: your pain au chocolat and walk it home to you i'd pay a lot more than one dollar an hour for someone to carry my croissant back to me let me tell you because currently i do it myself and it sucks all SPEAKER_20: right next up moving on social media bans and investigations jason this is something that you flagged directly there is a new bill in the house from representative angie craig called the no SPEAKER_116: social media at school act oh we're going to do a couple more guest segments uh sure oh no i i SPEAKER_120: thought you were just to move on to the next story i'm sorry jason i got it i got a few more uh so alex SPEAKER_26: carp uh was on there and uh he's you know he's got he's a high energy guy he's got a lot of bold opinions he he is not afraid to tell the besties he doesn't like their question and he's going to answer a different question that was great yeah he he's he was uh he's certainly a very active and engaging SPEAKER_28: speaker so here he is just uh responding to criticisms and complaints about his company SPEAKER_124: palantir technologies palantir like there's a technical version which i'm going to give you but SPEAKER_125: like we we had a democratic administration come to us and basically ask us to do a muslim database now you would think given the way i'm kind of besmirched as like some kind of i don't know it's like a jewish conspiracy that would be the first thing according to them i would do we've never done anything like this i've never done anything like this um to actually understand the answer any and and and i love these questions about the skeptic because like i actually love skeptics like i tend to divide the world into you have palantir derangement system syndrome which i don't spend a lot of time on and i think they're anti-builder you have palantir skeptics and you have people don't like palantir if you're a palantir skeptic or you don't like us i want to engage and that any technology that works can be abused we are the single worst technology to use to abuse civil liberties which is by the way the reason why we could never get the nsa or the fbi to actually buy our product and until recently like sigen institutions would never buy our product yeah you left because it's like obvious if you want to do data analytics in a way that eviscerates our civil liberties you don't want ackles you don't want branching you don't want pipelining you in more like logs you don't want logs and like you don't want serialization and deserialization in your product if you have serialization and deserialization your product that's intelligible you are basically creating a product that's going to be really really hard to abuse uh and the logs are immutable and palantir so like and by the way the single most civil liberties heavy place in the world is hating on us every day and you know what they're buying every day palantir it's called europe and you know why sorry i want to get to this because this is important because i get basically attacked by skeptics what the whole thing was like palantir people that deserve and and by the way do not this is a lesson for you do not believe anything i'm saying and if you're online watching i don't know nick fuentes call me the jewish conspiracy do yourself a favor and say yeah that could be really interesting spend 20 minutes looking at the product 20 minutes looking the product and say is this not the hardest product to abuse in the world SPEAKER_135: so what he's referring to here alex is and he used a bunch of different words for it and chamath Chamath Palihapitiya: correctly you know did the right thing by the way to just say logs if you want to use certain products uh you always see in detective films you know like the mob guy saying i need you to run a couple of license plates for me some detective who's you know got gambling debts runs a couple of license plates gives it to him and they ask their friend who works on the computer you know it's a little bit of a high-risk behavior because hey why did you run these people's license plates you got to explain it and SPEAKER_52: who asked you to do it you know in previous iterations of software etc there were ways to do that without having a bell go off in palantir and these other products they've designed it so Chamath Palihapitiya: you know you have the history of this person you have all the different data and you can think of it like a blockchain uh sure you you can't abuse it because you have to log in they're probably using biometrics when you log in i'm just taking a guess and speculating here so if you build a system really run redundantly where you know it checks it checks your thumbprint your iris you know two factor all that kind of great stuff you can't be like i checked on my my axe and their whereabouts using palantir because it will send an alarm and then those logs get checked by other people so i think SPEAKER_137: he makes a great point you did see uh all a lot of facial contortions from different besties including myself because at one point javata said a really funny thing he's like you know i just want to say one more thing and javata said something to the effect i just want to ask a question and he's like and then he admonished me i was like well you know to my original question he's like yeah your original question is not important um i said you know you kind of like broke it out into 17 questions yeah SPEAKER_141: that's because your original question was bad i don't know if he said my question was bad or not SPEAKER_64: good he said your original question was bad he's like no it wasn't a good question so i reformatted it into SPEAKER_142: something yes it's incredible though to see someone out and i say this with love out yap the SPEAKER_20: yappers like i mean you guys are good at talking and then he was just about to fall off his couch drinking a full sugar mexican coke just riffing yeah the full sugar mexican coke i did get a SPEAKER_01: good one-liner in where i said uh i'll patch and i i offered him one of tucker's patch it said don't SPEAKER_142: eat it yeah i was about to say unnecessary if there's ever a person who did not need to have an upper SPEAKER_01: i think well and i was sitting here a year ago uh on my disney vacation last year um you know in los angeles and uh at dinner last night my my brother-in-law reminded me that i told my wife palantir is overpriced at 25 when she bought it and uh it makes no sense because it's you know 50 SPEAKER_00: times the revenue or whatever it was at the time price to sales ratio we're talking about that stuff and uh here she is i don't know if the stock's at all 150 or something outstanding i regret SPEAKER_07: to inform you jason it's at 171 22 so you need to resign and give your wife so my wife's at 7x on Chamath Palihapitiya: this bet you know like she really is like one of the great traders of all time she bought roblox at 40 she bought uh she's made some real estate deals that doubled in five six seven years SPEAKER_00: and she bought palantir and she bought bitcoin at a buck fifty so 150 dollars so she's an incredible trader and even though my uber and robin hood investments are one and two in our portfolio i think she's three four five so shout out to my amazingly beautiful and intelligent and deft investor SPEAKER_20: wife jade so guess guess what the price sales multiple for palantir is right now it's gotta Chamath Palihapitiya: be over 100 right 121 yeah 121 but here's the thing if you know we have seen nvidia uh and other stocks do that kind of movement when they are sitting there building building building a great product and the market then embraces it and the founder finds some huge innovation and i think the huge innovation with palantir and again there's tons of conspiracy theories he points out the derangement SPEAKER_10: syndrome he points out you know there are skeptics and all that stuff and he loves it all but um you know the bottom line is people need in the future of war being anti-terrorist etc is going to be ai and if you're building platforms that are just flat databases to kind of try and accomplish anything they'll be dwarfed just like optimists powered by ai will dwarf those so it was really a SPEAKER_01: treat to have him there and he was incredibly generous um you can always tell like a speaker's SPEAKER_10: character by how they behave when they wind up backstage and everybody asks for a selfie whatever SPEAKER_01: my wife was backstage and she uh just introduced herself and he was incredibly kind to her took five or ten minutes in his busy schedule to talk to her and then invited her to come on a tour of palantir so i just want to say thank you to alex i judge people on there um the absolutely unnecessary uh interactions backstage that they could easily skip with their security and being flowed to a private SPEAKER_161: area every time you turn on the news it's about ai getting smarter and smarter these models are SPEAKER_163: writing perfect code they're acing the world's most difficult exams and it turns out they're also pretty good at making money that's why there's public.com the investing platform for people who take their money seriously what really sets public apart are their ai powered tools and features check this out you can ask public a question about any stock in plain language can get a straightforward answer if you want to see why a particular stock's price jumped or crashed they've got a clickable ai generated summary right there in the performance chart you can build multi-asset portfolios on public stocks bonds options obviously but hey maybe you want a little crypto in there some etfs i will advise you to try public.com and access industry leading yields like 4.1 apy on your cash with no fees or minimums plus for a limited time earn one percent match on all ira deposits ira transfers and 401k rollovers never too soon to get that retirement dialed in so go to public.com twist today to fund your new account in five minutes or less that's public.com twist disclaimer pay for by public investing full SPEAKER_99: disclosures in podcast description and he also walked the floor i understand and talked to the audience SPEAKER_28: he's a very gregarious guy amanda too had really enjoyed his presentation and as soon as he came up like literally she's she's tenacious the moment he came backstage she was like in his face like great job and he he chatted with her and sort of gave her the whole kind of spiel and you know yeah a very SPEAKER_01: regardless of how you feel about him and his company i mean it's like robin williams he's like robin williams combined with you know sergey or lag larry page you know like those are maybe slightly understated cerebral brilliant guys uh you know and then you have him cerebral but highly extroverted SPEAKER_171: highly verbal willing to it's a it's a rare combination to see very you don't tend to see SPEAKER_26: those two overlap as much as they do i do kind of feel like it's a meme stock like not that not that they're not doing business you know making money whatever but i do feel like there is an element of meme stock just because he's that guy like and i feel like people see him speak and they get excited SPEAKER_01: about this it's a great topic yeah it's a great topic to unpack which is retail investors and their vision i think the retail investors can you know were playing fun games with game stop and um amc but now i think they're quite sophisticated and when they assess a company like palantir tesla open door hopefully someday uber hopefully they've done it to robin hood clearly yeah i don't benefit from the robin one not that i'm i'm banking on you know that kind of fervor but they do tend to have an Chamath Palihapitiya: optimism and they vote with their dollars and that means um you know you could have shenanigans that we saw with game stop and amc where they're they're trying to use the float or some technical things to outlast people shorting stocks put all that aside tesla q that'll happen now we're ventured a phase two of meme stocks which i think is um manifest stocks instead of meme stocks they manifest SPEAKER_52: that this company could break new ground by doing the following things replacing the ceo so i yoloed SPEAKER_96: as i said here on the pod a cranberry 25k into open door and i told you what i was going to do right gentlemen i said i'm going to cover my base i'm going to put in some limit orders so i sold like a thousand shares i tweeted it at six seven eight or nine dollars i can't remember i just put those in the second i bought it and i said i'm going to get two thousand shares for free because these people are lunatics and they will get it to ten dollars a share Chamath Palihapitiya: sure enough it broke down yesterday all my limit orders were filled and now i'm sitting on two thousand free shares and 20 20 grand for free and um they also replaced the ceo they brought back keith SPEAKER_52: raboi keith raboi was on cnbc today you know and reengaged so what they're doing is they're saying hey there's this carcass over here and this great potential called open door that y'all don't see it's too low if you got keith raboi a proper ceo and you compensated them properly and you use Chamath Palihapitiya: these assets you could actually build something really important here the original vision for SPEAKER_05: open door was brilliant and they've got some other ideas around fractional ownership blockchain ownership i hear around letting people buy into you know rental properties etc which is a good business actually um historically so they they're different now they're really sharp and they put they put in Chamath Palihapitiya: their homework now they also have fun and they try to create an arm and they do stuns to get attention SPEAKER_52: but um you know all that energy then winds up with people knowing and understanding the company one of the great complaints alex as you know is i can't even though we have half as many stocks the some Chamath Palihapitiya: stocks can't get coverage so if nobody will cover open door or you know i yolo'd into next door a SPEAKER_96: couple years ago and i've been waiting for that one to to get picked up because i do think that's a got the same kind of potential um they do bring that energy for people and then i think it energizes management to you know maybe reconstruct the management team and these don't become forgotten SPEAKER_52: zombie stocks and that's pretty interesting to me your thoughts alex well i think as we have stocks SPEAKER_18: that are worth not just one trillion now companies that are worth one trillion but two three four five SPEAKER_20: trillion if you're a one two three four five billion dollar company you're just not very big so you're not going to get as much coverage but you can take a charismatic leader with a good take on technology where things are going and really leave it into a much larger profile and not pointing any fingers at box's market cap but i think aaron levy kept that company in the news and in people's minds for years when it was in the wilderness and to your point about having a manifestation or a place you're going they've actually done relatively well in the current gen ai era and they've read how the growth and they've made it through the trough of despair but would that have happened without someone like a like a keith like like an aaron out there kind of beating the drum i don't think so so i think i think these individual leaders can can really matter palantir incredibly valuable would i buy it right now at 125x trailing revenue probably not because i'm cheap but i'm glad people are having fun SPEAKER_185: and shout out to palantir for um grow i forget the number offhand but i think their us gov revenue grew like 50 some percent last quarter it was excellent awesome okay we we're we're running SPEAKER_66: along here on time here with this clip so maybe we'll do we'll do some more clips on monday but SPEAKER_137: maybe pick pick your favorite of the next four or so lon oh i think ladies choice as we say i think SPEAKER_64: tucker versus mark cuban is the this is where we end up today drugs.com yeah we had mark cuban came SPEAKER_26: out we talked a lot about cost plus drugs.com his online pharmacy and his was that dot com it is the dot com yes no spaces no dashes dot com uh and then we brought out or they brought out tucker carlson to sort of mix it up with mark cuban in real time a lot a lot got covered it was a it was a wide-ranging talk but the clip we pulled was the two of them this is actually blown up on uh mega social media uh they're discussing specifically the conflict in ukraine they have very different takes on SPEAKER_28: america's involvement i'll let the clip take it from here all right let's do it mark let me David Sacks: ask you a question what's your take on whether we should be sending money to ukraine or not were you SPEAKER_200: in favor of that man they need it i mean honestly don't know i don't have a good answer you know i can make an argument both ways and half my family is ukrainian on my from my grandparents and so you know personally i think we should help um but i don't have a studied answer for you have you SPEAKER_202: said how much money have you sent to ukraine none oh so what do you mean by we you're the one whose family's from ukraine like why don't you send them a billion dollars because i'm trying to fix health care why don't you fix their health care if you're like so deep if you think we need to help why don't you start how about you first i noticed that's never like even an option for SPEAKER_205: anybody it's like we need to help that's not what charity is forcing other people to help SPEAKER_206: is not charity vanity the good news is all the weapons were on loan lease we're getting it back SPEAKER_81: and right our dear president trump has negotiated that we own half the minerals so he turned this horrible into award into a profit center which is one of his unique gifts i think we can all agree SPEAKER_20: all right so um uh i i am shocked that as we pulled the tucker carlson clip what we had was a bad faith argument punching against someone who's trying to make the world a slightly better place because nothing to me says tucker like being a complete bleep bleep yeah so you know here you can cut that out SPEAKER_07: but oh my god what a smarmy asshole how you really feel alex um here's the thing i'll say about tucker Chamath Palihapitiya: because i do get a lot of feedback on like tucker being included he's an entertainer i'm fine with having entertaining people who are bombastic on all in um and i don't mind anybody speaking what i did think it was necessary for me to correct the record because there's a little cherry picking that SPEAKER_06: occurs and hey hey we're talking about vibrant debate at the top of the show he's a great vibrant debate it's important we have these and it's important for somebody like me who is a moderate Chamath Palihapitiya: independent to call balls and strikes and remind people it was a loan lease trump enforced the loan lease biden set the loan lease and and trump actually negotiated like plus plus plus on top of it so this argument that like anybody needs to worry that we're not going to get our money back SPEAKER_10: just like world war ii we got all the rebuild contracts we did fine uh with the loan lease we SPEAKER_01: did with the uk and other folks so i think you know mark mark's reaction may be um is genuine you you know you can only focus on so many things in the world okay that's fine tucker makes a good point that charity starts at home fine for him to bring it up uh i don't necessarily consider it bad faith there's a little bit of a you know debate club between you know for folks like um mark and uh ezra and cuban and rachel mower they're all like the debate club folks who love to debate these things and they use that like personal technique oh you know are you doing it personally etc putting all those techniques aside we do all and i sent this tweet out to just give a little coverage for mark and fairness and balance it out we all pay into taxes mark has paid more taxes than anybody on that stage i'm sure and those taxes go then to our leaders who then make thoughtful decisions of where to SPEAKER_96: to send stuff it's not like mark can legally form a militia or back a militia to do this or donate Chamath Palihapitiya: extra taxes earmarked in our democracy for weapons for ukraine that's just not how it works folks and so you know i i um thought it was an entertaining exchange i think it's good for people to think about these things and i'm fine with a little bit of the debate club back oh no no i'm not saying don't SPEAKER_26: have them let's alone let's alone have a swing at it yeah i do wish that people understood or or this distinction sunk it i we were talking about charlie kirk we've talked about you you know you've had ben shapiro on all in megan kelly uh ezra kline ezra kline um i'm sorry who was the former uh who SPEAKER_52: came larry summers larry summers so it's not just uh and we had dean phillips and we had reed hoffman SPEAKER_26: sure it's a very diverse group it's a very diverse both sides i think what i was going to say is is less about the partisanship is that these people are all professional broadcasters and entertainers and masters of the algorithm and social media how to get how to be very culturally SPEAKER_28: loud how to get a lot of people's attention that's what they're good at we we remark this every time uh behind the scenes nick and i talk about this all the time when we have a guest on all in who is a professional broadcaster a ben shapiro a tucker carlson an ezra kline somebody who spends their whole career talking into a microphone on a camera like i'm doing now and i think this is true as much as i disagreed with them i think this is true of charlie kirk as well you get so good at SPEAKER_26: how to how to speak in a compelling way how to grab people's attention how to say something funny at the right moment how to say something sincere at the right moment how to calibrate your appearance that it makes you extraordinarily compelling regardless of the content of what you're saying and i think that's what you can really see on stage like mark cuban's a smart guy with a lot of SPEAKER_28: good things to say but he does not have that 20 200 000 hours behind the mic and camera like tucker carlson has and it just makes him a force like i mean you watch ezra klein you know ezra klein is SPEAKER_226: um i don't know that he's ever built a product or service in the world i don't know that he started a company or been a builder or a capital allocator media he co-founded vox media he yeah he did actually Chamath Palihapitiya: um but i don't think he was involved in that um i don't think he was running it day to day he wasn't a business guy that's sort of my point but he is an incredibly gifted debater and ben he's super compelling and you know he's compelling when both sides hate him the left hates ezra klein for you SPEAKER_230: know half his editorials the right hates him for the other half and today it was today it was his SPEAKER_167: charlie kirk uh op-ed this morning that's which was i thought right you know which i which yeah and SPEAKER_233: i'm just like okay he has sympathy um and well i think he called he said he was like he was great at SPEAKER_26: debate or he was sure he was doing debate in the way the right way or he was doing politics in the right way and i think that did rub a lot if you look at the content of what charlie kirk said i SPEAKER_108: think there was a lot of upsetting stuff there for some people and i'm and there's people on the left who say upsetting stuff let's keep going all right uh we did also have the this is not about charlie SPEAKER_26: kirk content wise but the internet reaction and the use of ai to try to find his killer did you want to SPEAKER_06: talk about that i thought it was i think actually this is kind of very interesting and you know i SPEAKER_05: think people need to always understand breaking news stories yeah and you know you need to have a skill SPEAKER_10: set as um an adult uh and even with kids i would say young adults as well because they have to process this and i'm processing it with my daughter um and her friends are all talking about this because SPEAKER_05: charlie was so um dominant in tick tock and short clips um that they're all very aware of him and they're having their own discussion in a breaking news story you really don't know what the circumstances SPEAKER_52: in fact even post a breaking news story we still don't know about the person who shot president trump that seemed to have gone away we never got the recap of that person's motivations or SPEAKER_01: manifesto deep dive on that one well i think it might be similar to and i'm not a conspiracy theorist but you know it might be there might be aspects to that that they don't want to release in the same way unabomber manifesto could motivate people etc etc etc so i'm going to give them a little bit of grace there that maybe they made a thoughtful decision in not unpacking that at this time we'll see um but there was a lot of speculation a lot of gumshoe detectives on reddit yeah the sbi oh sorry go ahead no i'm just saying if you were just a speculate all you like um fine social media the mind has to process things i get it you know whenever somebody dies in your immediate family your mind tries to go through every permutation possible to figure out for you to process the emotions collectively you know unfortunately while scrolling i saw the close-up video of the assassination of charlie kirk and it's like scarring and we when it something hits you that emotionally it's really hard to watch and i wish i had not seen it although in some ways i feel like i want to say civic duty to avoid it yeah i'm going to go ahead and say it's so scarring that maybe that's a good idea yeah it's i can understand people not wanting to see and i can understand people wanting to understand exactly how horrific it is um to process it as well and i'm not an expert on it but you do need to uh while you're speculating through this just hold a little bit of space SPEAKER_50: that there could be any permutation here could it be a conspiracy that you know the the cia or another SPEAKER_01: intelligence agency could be involved in something of course that's possible just not probable could it be a mentally ill person almost certainly that's what we'll find out that's almost certainly what happens SPEAKER_64: in these cases is it's somebody well that that does seem to be the case this time and that of SPEAKER_257: course extraordinarily online guy who was just deeply so i don't think we have to ban people from Chamath Palihapitiya: speculating and there's no ai tools it maybe it's helpful actually when you crowdsource this stuff because you could find the video that maybe the the fbi hasn't found yet but just tell us what SPEAKER_26: people were doing with it yeah well here's the twist so the fbi posted some blurry images of a person of interest in the shooting you can see that one on the very far left here of this graphic uh and so what people did was they took this image and they tried to enhance it or upscale it using all of our generative ai tools that are so popular now that you know people are often using for memes and you can see here are three examples that people tweeted out and the thing to notice about these three examples is that they all look very very different because these generative ai tools they i i feel like this is a misunderstanding of what these tools do that people are thinking it's going to extract the authentic image from out of these blurry images and make it look clearer to the naked eye but what the tools are really doing is filling in the details to make it look clearer or smoother based on previous images they've seen and their best guess as to what this guy's face look like so that's why you're getting very very different and in fact you'll notice some of the ai tools rendered his shirt as just random patterns and images others turn it into a bald eagle in front of the american flag i still i don't think we've got confirmation of what was actually on the shirt uh so you could see how this could lead to all sorts of potential problems that people either don't understand how these tools are working or don't understand how they could use them and i feel like that to me is the interesting question like how bad do you think this is going to get do you think eventually people will figure out here's what ai is SPEAKER_10: good at and i'll switcher what's your take here i could use it i could i could i could maybe steal me on the other side maybe these tools could come up composites of potential i'm sure the fbi has tools or Chamath Palihapitiya: you know artists they've always had artists sketch artists say you know here's potential just based on SPEAKER_96: the human averages of what this person could potentially look like and they could make 10 versions of it based on you know a probability of here's what 20 you know this person is appears to be of this nationality they're in america they're in this city here's some potentials and then run those potentials against databases of students at and the face book or the book face of students at that SPEAKER_01: university and certainly they were doing that so i guess how close is the public to being actually SPEAKER_77: helpful here in pretty far away pretty far i think yeah it might so i've had the misfortune of SPEAKER_20: having been online through a lot of school shootings and similar acts of violence and pretty consistently 90 of what you see and hear and read and is put before you on social media is wrong that was the case during the catastrophe the tragedy and that was also the case again when the name came out and everyone found the wrong person who had the same name and jumped to nine conclusions and wanted to you know make their same point i don't think we're going to fix human behavior i think we're always hunting for the why very quickly and so i think these tools will become part of the conversation so i would put the onus not on is this kind of the right thing to do with the wrong thing to do i think it's what humans are going to do so i think what we should really focus on is individual education of ourselves to spot what seems to be legitimate what is confirmed what has been reported by several different news groups and what is ai slop that people might be trying to push upon you and i think as social media becomes more algorithm heavy i think people get rewarded SPEAKER_18: by the platforms for doing very poor detective work and so i would just caution everybody to take a break during breaking news unless you're directly reporting the story you don't have to be there every single minute and let these things settle down but jason back to you well i was just gonna say Chamath Palihapitiya: you know there is um a passion for um crime stories there always have been they they are very popular in entertainment and we have documentaries now and there is one thing that is helpful um which is asking the public for help in identifying people and so that's how we caught this guy his SPEAKER_64: father turned him in because he he confessed to his dad into a friend on discord and then they turned him Chamath Palihapitiya: in so that that's the only reason we caught the guy so yeah there it is and i think sometimes there have been these cold cases uh podcasts and and documentaries that raise awareness again the human mind tries to solve problems and and resolve conflict cognitive dissonance of how these things happen and all that energy although it will be wrong in the majority of cases it will be spastic it could be offensive um and and could certainly rub people the wrong way i'm sure victims families don't always SPEAKER_96: feel so great about people becoming obsessed with it um they do sometimes lead to uh maybe not Chamath Palihapitiya: the detectives and the investigators going oh i never thought of that possibility but it could lead to a piece of evidence or a person coming forward who previously had not and it could you know potentially and so i'm just you know uh i think there is something to crowdsourcing um aspects of these i do think we will see folks when they leave social media footprints especially if they're on private accounts or in deep into forums that are not easily queried because they're behind paywalls or logins there does seem to be an opportunity there as well is this person in a facebook group and a subreddit with a handle and can i identify their way of talking or maybe they use something in their handle you know a character a series of words uh or keywords that could then help you find people but you got to be careful as well SPEAKER_29: because i'm trying to remember the case recently where everybody went after the wrong person but it was SPEAKER_64: the boston marathon bombing is the one they the reddit thought they'd identified the guy and there was like 12 16 18 hours between them all looking for this wrong person and the sarnev brothers who SPEAKER_272: were the actual parties responsible being arrested yeah thank you for remembering if you have if you SPEAKER_20: have a tip that you come up with if you have a brilliant insight if you have something that you see you can turn it into the relevant legal authorities i i think that the tip lines yeah the tip line sure i think my my more negative take jason was more predicated on i don't think a lot of the people sharing stuff in the last couple of days have been trying to help solve the case before we caught the shooter i think they were more trying to drive more attention to themselves i believe this is called chasing clicks and yeah cloud chasing click chasing yeah yeah that's unfortunate it's a gross form of SPEAKER_281: news jackie yeah i think that's why i'm just i just also worry that we're not informing people about SPEAKER_26: what these ai tools really do and there's a lot of people that believe it's just like this genius that lives in your phone that can answer any question and don't have a good applied sense of like what it's actually doing and how it actually works and like i think this is just the latest issue that SPEAKER_10: that's going to yeah you certainly saw that with the psychosis stuff where people thought like oh and the south park obviously lauded that and featured that in one of the recent episodes where it's like SPEAKER_05: oh my god you know i want to turn french fries into salad that's my startup that's a great idea randy that's a great idea and it's like it's not actually a great idea it's sycophantic and but you know that is part of the process of any new technology is people kind of learning how it SPEAKER_96: does what it does the great irony of this technology is that as it gets better people's perception of its genius will actually um become uh closer to the reality of it these things do have a level of um rigor that will emerge over time where if prompted correctly if you said you know instead of just give me a better picture of this person make it clearer if you said based upon you know SPEAKER_01: the average look of somebody this height this weight etc give me some permutations and the probabilities that the person looks like this that could be interesting you know and and i'm sure like i said earlier the fbi has had those tools for a little while maybe ballinger makes them who SPEAKER_288: knows all right uh let's keep going what else do we got on the docket all right so let's talk about SPEAKER_20: social media bans jason you called for a story on this there's a new bill in the house from representative angie craig minnesota uh it's called the no social media at school act kind of says what it does on the 10 the nuance to this particular bit of legislation is that she wants social media companies to geofence around schools to effectively block students from being able to access social media services during those uh times of the day she wants people to learn and not scroll to me this SPEAKER_18: seems like a very complicated way of saying no phones at school but i'm curious what you thought Chamath Palihapitiya: i think it's brilliant um okay if you can geofence me uh to create a anonymous bullying app like um some of these anonymous apps became not that the creators intended them to be bullying but they did say hey all of the that cohort was you know a mobile social geofence mobile social geo application and you put those things together it's in your pocket it knows where you are and it identifies conversations or limits them by location and obviously we do that you know whenever you're in dubai or austin or new york you're going to get ads that are geo targeted sure um very easy to do and so if a school opts into it the administration should be able to say no g no um targeting of students and let's turn off instagram facebook in this one mile you know on the campus um if the school board there decided to do that i think actually it's productive and phone lockers if you pull up um producer oliver or claude or maybe both the phone lockers available on amazon i have been trying i've been lobbying about this um and uh this is a very example of yeah it's a very simple 100 200 depending on how many phones you can do and they're made of plexiglass or metal you slide your phone in uh in some cases that one i SPEAKER_96: think you know somebody has to administer it and other ones they're little lockers that each have an individual key and you can see into your phone and then you wrap the key around your wrist so you don't lose it and then if you need your phone you can go to the front desk or to the vestibule the SPEAKER_01: lobby of the school just like when i was a kid we had the rock at severian high school which is a big giant rock in the back and then where you could go smoke and think about how crazy that was we SPEAKER_296: were allowed to smoke in high school yeah you could go to the rock and smoke uh and there were SPEAKER_01: teachers smoking there with the students hanging out and bumming cigarettes off each other it was SPEAKER_271: a different time folks it was the 80s um that was still the 90s i went to high school in the SPEAKER_64: early 90s and you could go smoke at the back by the flagpole uh you could not smoke in the 2000s SPEAKER_02: no it was totally acceptable so you know if you think about what's worse for kids today smoking SPEAKER_50: or social media i'm gonna go i'm gonna give social media the edge tough call yeah i literally would SPEAKER_26: not to take us down too far a rabbit hole here did did either of you watch unknown number the high school catfish documentary that's on netflix i've been hearing about this one i have not all you'd have to do is watch that and you will be like yes we should absolutely shut down social media like those SPEAKER_64: those kids would have been saved from this whole ordeal if they weren't if they weren't allowed to use their phones during the school day it's such a distraction you know i was at dinner uh the uh SPEAKER_01: just the other night as i mentioned early on the top of the show with with vlad and some friends and and jared leto was there and we're all talking and you know i just said we you know i was talking to jared about movies and and and um attention spans etc and having that obvious debate that we've had here before and i said yeah i think it's coming back because look at all of us we have our phones on the table face down every single person had their phone face down i said we all took the time to put it face down for a reason we're signaling to each other unconsciously that you have my attention and that we uh enjoy this time together having the spicy rigatoni and the veal parm although carbone found me they they'll usually make me a chicken parm off menu yeah which i prefer to the veal parm but SPEAKER_08: they um feel parms they were very busy they were very busy and so chicken parm is superior to veal SPEAKER_308: park oh that's just just to throw in my that's all right listen guys guys i gotta stop us here we're gonna go down a rabbit hole stop us here we gotta stay got a lot of talking guys this could take us Chamath Palihapitiya: 10 minutes over the virtues um but i think it the onus should be on the social media companies to support the educators in this regard this is where somebody like zuckerberg who um i think has made the wrong decision every time it comes to our children could actually show some leadership why doesn't zuckerberg come out and say this is something we could technically implement oh because it doesn't make him money right it doesn't make the stock go up and he could put five engineers on this and you know five product managers ten of their hundred thousand people or whatever it is a de minimis cost to him and um he could make a big impact so somebody clip this send it to zuckerberg and his lieutenants and uh let them know that i expect them to take action here and i want to see them for the first time in their lives as a company to take proactive action to protect our children yes zuckerberg three people sent this to you you can all guess his email just put it on social media on threads put it on instagram and not mention him and just say jacal SPEAKER_52: says this is a time when you could actually do something thoughtful and proactively as opposed to getting pulled in front of congress constantly and having whistleblowers determine your action Chamath Palihapitiya: which is the lowest form of leadership if you want to be a leader zuckerberg and i'm not going to make this personal and get into another palmer lucky situation i'm talking about an organization that has SPEAKER_01: a track record of not being proactive in safety concerns with uh our children and he has children SPEAKER_50: i have children you have children alex lon we don't know you could find out probably not i don't 23 and me we'll find out if anybody emerges um but the truth is i i really think you know at this point SPEAKER_01: in zuckerberg's career being fabulously wealthy powerful having every dream he could imagine just SPEAKER_26: having come off this major controversy about his own internal ai team allowing the bots to flirt with children like what a perfect way to respond to that get ahead of the curve right now now we're going to SPEAKER_281: go proactively defend the children like wouldn't that be a great way to message to zuckerberg SPEAKER_323: proactive once once can you do it just just try it i mean for for giggles SPEAKER_18: all right next story let's keep moving here speaking of uh meta yeah just add a coda to that the ftc announced this week it's looking into ai chatbots interactions with kids from alphabet SPEAKER_20: which makes gemini character ai instagram meta open ai snap and xai notably not anthropic maybe because they're just not as popular on the consumer front but the ftc wants to better understand how these companies quote monetize user engagement process user inputs develop and approve characters and then jason i think this one's very important measure test and monitor for negative impacts before an actual deployment mitigate negative impacts particularly to children this is essentially in response i think to the meta chatbot fiasco but a lot of other companies are being SPEAKER_262: dragged there was a character ai suicide um or a suicide let me just be crisp in my um i don't SPEAKER_10: want to be framing these things um non-eloquently so i'll just give myself a second chance at it Chamath Palihapitiya: a suicide that occurred based on somebody who was using character ai and was overly enthusiastic about that usage was clearly was not a healthy use of it yes in no way am i saying that character ai killed that child but i do think as these tools go into the real world there needs to be a discussion it would be great if it was proactive that when a child gets on these systems you age verify i i don't see why age verification is so um difficult for people to understand if you are going to engage in adult discussions with these powerful technologies just do an age verification we need to have a global age SPEAKER_96: verification system that is run uh in an opt-in way by the two major platforms android and apple they should apple already has a designation between children and parents and family you already have my credit card you know i'm an adult etc etc they should set that on the device level and they shouldn't be forced to do it they should do it as a group they should say hey we have an idea of the person's age and if they want to upgrade to an adult account they should put in a credit card um take a picture uh on the phone level and say i'm an adult here now of course privacy concerns yada yada but this would be something that platforms could opt into and say here's a free version of chat gpt you SPEAKER_01: don't have to log in it's got these guardrails and then they could say and this is our one that doesn't have the same guardrails and uh you do have to log in and you know we would like to know your approximate age range based on your iphone stuff now you do get into registration and privacy issues with all of this so again it doesn't have to be for everything you use there'll be an anonymous platforms reddit or pseudo anonymous like reddit or fully anonymous ones if you want to go use the dark web and the tor network you'll be able to find those things as well but why not have this as an option for companies to say my technology is so powerful uh yeah you need to have some registration i Chamath Palihapitiya: i've run into this all the time i ordered kombucha the other day uh and i needed to show my driver's SPEAKER_327: license and i'm like yeah it's got a little bit to it that kombucha you know it's fermented 0.1 alcohol SPEAKER_328: some kid gonna drink two gallons of it and get a buzz i mean really okay oh can you imagine what SPEAKER_329: drinking two gallons of kombucha would do to your body by the way shout out to producer claude he has SPEAKER_281: an answer for why no anthropic on that list the ftc is specifically targeting companies offering and i SPEAKER_26: quote ai companion products or services defined as chat bots designed to mimic human characteristics emotions and intentions designed to communicate like a friend or confidant claude is an ai assistant SPEAKER_239: for productivity and research that's why they're not included which would be alex such a simple Chamath Palihapitiya: thing to do is to separate out these products into their own app so yeah as everybody experiments with personalities if the personality is designed to build relationships and be a companion just make it SPEAKER_01: a separate app we had the ceo of eli lily at ricks dave ricks was at the event really nice guy and i gave SPEAKER_239: him a big hug he was very nice i chatted with briefly it was very nice very nice and we talked SPEAKER_01: about our shared passion for skiing and i thanked him for my 40 pound weight loss that glps have done and i've given it a lot of thought i didn't talk about that weight loss during the first two years because when i started using glp1s they were um an off-label use they ozempic if you remember four years ago when i started thank you to my friends tim ferris and kevin rose who had a discussion about it on their random podcast and they call it random show um you know and they're biohackers obviously and they had been using it off-label for visceral fat around kevin's heart and lungs kidneys whatever Chamath Palihapitiya: that is um i can't remember exactly how i framed it and so i went to a doctor and i convinced him to let me try it off label for this weight loss which i struggled with after gaining two pounds a year for maybe 20 years used to be a marathon runner weighed 165 pounds that way 172 173 lost 40 pounds i'm literally almost to my marathon running weight which i don't actually want to hit because i've gained muscle since then um doing weights so i might with be within five pounds of what i would consider optimal 166 167 something in that range is probably where i want to get to and um i was speaking to the ceo of roe you guys know roe.com yeah of course and roe.co yeah and so um let me find um is this in the SPEAKER_274: docket for me i don't have any details of it let me find it in the doc it's the um it is there yeah it SPEAKER_348: says it's under roe.co shout out top bottom why can't i top on the top okay yeah right under the Chamath Palihapitiya: the lawn stuff culture beat story oh there it is okay so i was talking to the ceo of roe.co ro.co SPEAKER_96: and he said listen we're going to do something um and i know you've talked about glps and you're passionate about it and again i didn't talk about it for the first few years i lightly talked about it SPEAKER_05: for the next two because i don't want i know that there is a certain number of people who will try SPEAKER_96: things because they trust me and i wanted to wait for you know more data to come out about these things um and a lot of data has come out and when people ask me and my family or friends hey should i try a glp one i say you should talk to your doctor and it's had a profound impact on me in talking to the team at roe they said um you look great would you consider being a spokesperson you know for glp ones on our platform i said thank you that's incredibly um flattering but i don't SPEAKER_50: really do those things um and then i thought about i talked to my wife uh talked to my kitchen council uh kitchen cabinet is that what you call it the cabinet is what we were calling talk to my kitchen Chamath Palihapitiya: cabinet and they said well do you think you could do well by being a um a spokesperson for roe.co and um i said yeah i think now's the time and so they signed uh charles barkley serena williams SPEAKER_29: yeah serena's on the front page right now and i'm making the announcement today that i have signed on Chamath Palihapitiya: as a spokesperson for glp one specifically on roe.co and um i don't have a promo code or anything but if you go to ro.co you can start getting some information on it do a consultation and uh in talking to dave ricks uh at the summit dave ricks yeah i got the name right yep you got it right dave ricks of eli lily uh of eli lily you know they're finding out all this other great benefits to these glp ones these are obviously new drugs um and i mean that band is their their glp one that's the eli lily brand yeah and so if you're overweight or you're you know having struggling with this stuff i it worked for me maybe it works for you again um you probably have friends in your family who have had a life changing experience on these alex you've always been felt i don't let you wear i don't let you wear your tank tops on this program but once in a while you'll rip your shirt off at the end of the program we go into a production meeting and i see those cannons you look great you don't need it probably but um yeah go to road.co for real fda approved weight loss options from a provider who you can trust SPEAKER_116: can i just say how surreal it is that it's like serena williams and i love you jason but like you know like famous athlete and then podcaster and famous podcaster yeah that's right yeah SPEAKER_312: well i think this could be this could be the start of something really great um if uh tom ford's SPEAKER_361: listening and uh and the chevy corporation and makers of corvettes and uh if the main i like that i like tom ford suits i like corvettes and uh if there's a ski company he wants to gear me up i mean anything's possible but i think being in the top 10 on apple podcast SPEAKER_26: it's just like being the winningest tennis player of all time it's the right man serena achievement SPEAKER_137: terms of achievement champions both champions in our in our respective fields winners winners um of course she's known globally and i'm known yeah i guess i'm known globally globally i listen i mean i SPEAKER_26: don't know maybe there's no difference when when people to me it's surreal when people at the universal studios all in after party when amanda would be like this is lon he works on all in sometimes SPEAKER_64: people's eyes lit up like like you said i worked on jaws sometimes it's like it's a big deal it's a SPEAKER_66: big deal all right well there you have it folks so i'm really happy about that okay uh we're an hour Chamath Palihapitiya: 10 we're an hour in uh do you have one or two more important stories that we should cover pausing SPEAKER_377: pausing really quick we have to do a polymarket yeah do you want to do the polymarket yes i love SPEAKER_18: polymarket i have a polymarket for us i'm gonna i'm gonna do zooks the news story as a short intro and Chamath Palihapitiya: then i'm gonna pivot that to the polymarket so just three two all right tell me about the zooks progress i was just in vegas i was gonna go try it but i was there for a short period of time and i wanted to play SPEAKER_00: plo and donate my money to the grinders there but i played five we played peel the same way uh the big SPEAKER_116: story from zooks which is amazon's self-driving company is that they have launched in las vegas SPEAKER_20: the service is currently free i think because they're not allowed to charge people for it yet jason okay but zooks keep in mind is not a tesla it's not a jaguar that has been converted to self-driving they have a purpose-built self-driving robot taxi so you sit facing one another it's super cool to me it's a it's a little bit of the vision of the future in which we call a car we sit in it but we SPEAKER_62: don't have to deal with the usual setup and i i'm just really excited about this there's no front and Chamath Palihapitiya: there's no back that's the thing i find very interesting about it lon so if it pulls up into a dead-end street and or it's going into the hollywood hills eventually to drop you off it doesn't need to ever do a u-turn it can drive equally well the other direction this is going to be a huge benefit it also has large sliding doors on both sides so getting in and out of these is distinctly different than a car as you point out alex because you have to swing the door open SPEAKER_96: and have it get clipped in traffic here the doors slide open there's no you know like a minivan um or more accurately a bus so this thing has some very unique advantages you can imagine if you went into the parking lot of terry blacks which is the final boss of austin self-driving because you got 16 SPEAKER_137: people parking circling blocking each other nobody gets frisky in that parking lot because everybody in austin has guns so yeah but it is the final boss here it is this reminds me of you SPEAKER_26: you remember minority report which i think was one of the first big sci-fi movies that had the driverless cars was just like they're all driving in these automated vehicles and i think one thing that was interesting is those cars had no windows the you're you're inside and it's all led screens SPEAKER_281: projecting things and so that felt like oh the future like if you have driverless cars they don't need windows so a driver can see out yeah that's what this reminds me of we get to really rethink SPEAKER_28: vehicles from the ground up now that we know there's not going to be anybody piloting them anymore and the most important thing there's gonna be so many of these interesting kinds of changes if you SPEAKER_42: could pull up the safety test producer claude um there are safety test videos of this so then to SPEAKER_96: go to an even deeper sci-fi poll um i believe it was judge dread where one of these cars gets into an SPEAKER_396: accident and it does a bunch of foam lawn yes i think that i think that is judge dread is it judge SPEAKER_281: dread the original that sounds right it goes flying in there you are right it's secure foam uh no it's not it's not judge dread it's from the movie demolition man oh demo man arnold schwarzenegger SPEAKER_64: 1993's demolition man features secure foam yeah so uh you can show a picture of that um or just a SPEAKER_01: still or if you have the video and then show the video because this will be good for our clip game SPEAKER_309: uh shout out to cleo the video that i found is real grainy not good no there is a great video SPEAKER_01: though of the zooks in testing so the zooks tape safety test video let's just play that for a second here uh so alex you find that one lon you find the other one of the movie i found the demolition man one but it is blurry i think i can i think it's fine to show it it goes you find a better one alex you find SPEAKER_02: the safety video from zooks it's on um i i have a zooks being hit with various things at high speeds by the company is that what's yes yeah that's the safety tests and it shows the airbags SPEAKER_01: going off if you if you scrub through it you'll find it and i've watched this video before because SPEAKER_50: it's a unique giant box you're in a giant box you could have a lot of padding on either side i believe the zooks is for low speed cities so i think these things are designed for 35 miles and Chamath Palihapitiya: below maybe 45 certainly they're doing any testing so these are these sleds they use um you know basically you'll have a sled go at 50 miles an hour and smash into the zooks now because the tires are SPEAKER_96: used these giant tires are the height alex of a car fender so if a car goes and hits one of these they Chamath Palihapitiya: hit these giant tires and as you can see yes they compromise the tires and then inside they have so many airbags it's absurd i think you could roll this thing down mount everest and people would walk SPEAKER_20: away from it which is amazing because we can be safer in these cars because they're designed differently than we are in our current cars there's no steering column facing your chest there's no windshield right by you yes absolutely no engine this makes me very excited jason yes i love i love that we're doing this in vegas uh for folks who want to try it out somewhere else they're gonna do um san francisco access i believe next and then austin and miami are on the way which brings me to something that's also that's very important which is tesla and its robotaxi group are also moving out around the nation security drivers as you like to talk about safety safety drivers i'm sorry um but that brings me to this week's polymarket uh there's a play market all about whether or not tesla is going to launch robo taxis in california this year and as you can see their betting has really picked up in the last uh couple of weeks and people are becoming increasingly optimistic so jason SPEAKER_416: um no inside information no calling on your friends um what do you think from what you know is the SPEAKER_01: chance well well let's you know on polymarket they have a definition section if you scroll down a bit we need to understand the definition of robo taxi here so maybe you could take a look there uh any taxi SPEAKER_25: service available to the general public which operates without a human driver actively controlling SPEAKER_26: the vehicle will count regardless of membership or other financial restrictions services which are limited to tesla employees or a limited test group without general access do not qualify okay so this SPEAKER_01: is properly priced at 50 50 basically um the reason there's spike is because uh people who use the self-driving from tesla and even if you look at something like the fsd tracker are reporting high 90 percentage i think it's 96 right now for the consumer grade software that i use every day and other Chamath Palihapitiya: people use every day without and without a critical disengagement so if it's 96 97 they're kind of in the end game if you will which is why people think 50 50 and the reason it's not 90 is because of regulators right now my understanding is with the safety driver you're categorized as level two uh because you have somebody who's actively monitoring the vehicle and um no shame in the safety driver game keep the safety driver in for a year or two is my best advice to all these folks it'll happen when it happens in each city and it's happening if zooks and waymo can get it done elon will get it done but what we don't want to see is an accident and i one of the things i am concerned about is there seems to be extraordinary pressure being put on these companies to you know get this technology out there by market participants and i just i will admonish these market participants SPEAKER_96: who are pumping stocks to secure their bags that they're bad actors when they are pushing people to go Chamath Palihapitiya: fast because they want to see their stock price go up i have exposure to all of these stocks amazon tesla uber google with waymo i have access to all of them and i'm going to start buying i think some of the foreign players to just increase my access to them because i believe in the category so much i haven't made a j trade on things outside of shall me coming soon yeah all id i mean there's a ton pony uh neuro is not public yet but i could probably get access to private shares and the reason i'm really admonishing these uh folks who use their affiliate codes to try to make money or they're using the energy of the public to try to get more views on their youtube channels or chasing clout is because you're putting pressure when it is not necessary all of it you don't need to like have your stock go up 10 every week or month or quarter if you believe in the category place SPEAKER_96: your bet and then go sit on your hands like i do yeah just sit on your goddamn hands and go live your SPEAKER_52: life stop pumping stocks and putting pressure on these companies to do things too quickly safety SPEAKER_01: is number one and i know this because when i was a private shareholder of uber third or fourth investor i hear um hey so they say so they say not for me to say they had um a terrible accident where a safety driver was playing candy crush and trusted the software too much and uber shut down their phoenix test then cruise dragged somebody they didn't make the initial hit but they dragged somebody and then because of corporate pressure stock pressure pressure humans feel they tried to cover it up allegedly and they lost their license if one of these companies god forbid has a fatality or just any loss of life or or even just hurting somebody um the whole thing is going to be put on ice for a year or two sure the public will not embrace it the regulators will do cya up and down the stack too much pressure on too many people everybody chill out and the it's gonna if if SPEAKER_26: people keep trying it right now people who try it are uniformly are almost uniformly delighted that's all the feedback we always hear absolutely you want to keep that going like you need that as the foundation that everybody who rides in a waymo today or a tesla they're evangelizing it to five more people i rode in a waymo totally safe i never felt like i was in danger it's great you don't have to tip yeah that's that's the virtuous cycle that you want to keep going if you're an investor in one of SPEAKER_50: these companies or all of these yeah so ignore these you know stock promoting you know kind of relates to the meme stock stuff the meme stock people are you know talking their bet diminishing SPEAKER_01: the other bets you know waymo is never going to scale tesla's never going to work uber is going to be toast all this stuff and it's it's silly there's obviously this category and i talked to dar at the all in summit about this and thank you to him for coming he's very busy and he explained it definitely Chamath Palihapitiya: which is you know this category is going to expand massively there's going to be many winners and it's a global deployment of upwards of a hundred million cars there'll be a hundred million cars over the next 10 years put on the road there's nobody capable of making 10 million cars a year except for and that makes Toyota and Volkswagen i think can get to 10 million cars a year eventually tesla could they do 2 million right now 1.8 million was their record so it's i mean it is conceivable one person could maybe you know do that but they would also then have to incur um tens of billions of dollars in SPEAKER_29: expense because that's another issue is to create all of those cars it's crazy yeah it's crazy so there's SPEAKER_312: like a physical constraint there's a regulatory constraint there's a capital constraint and SPEAKER_96: there's a consumer trust constraint let's just take our time folks take a beat and place three or four bets and then go live your lives go go touch grass and kiss your kids that's what i do you think SPEAKER_312: when i'm skiing 33 days a year in japan and all around the world i'm sitting there sweating this i'm SPEAKER_52: not it's going to happen it's going to be a great opportunity for everybody and if you think of uber SPEAKER_26: today it's not like you only get one kind of car when you dial up uber maybe you're going to get a suburban maybe you're going to get a range rover maybe you're going to get a tesla it's like it's SPEAKER_96: all maybe you want a two-seat car yeah and save money on a robotech on a cyber cab yeah sometimes you get a waymo and that's part sometimes you got a family you need a volswagen id buzz which is going SPEAKER_50: to be um all over the place that's or you want to be in luxury and you want the lucid suv with SPEAKER_64: seven seats and room for five bags so i feel like that is not hard for me to conceive at all a future where you dial up and you know you're going to get an automated ride from uber but who knows it could be one of ten different varieties where you use the waymo app or use the robotech right Chamath Palihapitiya: you'll have five choices the real winner here is the safety of humans recapturing all that time in the car so people talk about movies going away hey you know what if you're in one of these gorgeous zooks and you're traveling you know you have an hour commute from let's say you live in the or even an hour and a half commute you live out in the country and you take a long ride into your office three days a week guess what maybe do you know my discussion with jarletto about attention spans you would invest in a kurosawa film and watch that on the way in and out and just give yourself SPEAKER_281: over to a plane ride you know just like a plane movie or a tv show when you're on the plane yeah SPEAKER_96: awesome all right everybody it's been another amazing episode thanks to our partners polymarket claude um and pro.co and now to the family ro.co get your glp1 on after your consultation with a trusted provider if you are so inclined and you could be shvelt like your boy jay cowl not talking to you lon not not talking to you lon you lost a little bit of weight you look great i don't know maybe SPEAKER_444: all on my own i did not uh what are you how far are you from your ideal uh i could still probably SPEAKER_64: lose another 25 30 and be totally fine but i was i was up to i was near 250 pounds and now i'm a SPEAKER_444: a little under you up you up to for the row challenge you are you interested i might we'll SPEAKER_374: we'll see we'll talk about it i'll pick it up i might i might i'll pick up how about this i don't love the needles but i'm i'd be interested it's the tiniest little micro filament of a needle you SPEAKER_50: when you do it it's so tiny the needle and you just do it in your your your belly fat or your butt fat or whatever or your fat on your arm and i got plenty of that i didn't know if the needle had worked or not because it's that then of a micro needle so if you're scared of SPEAKER_323: needles something to do i'll pick it up for you lon all right hey okay we'll talk after this and i would be willing to do a weight incentive bet with you oh man all right could get spicy yeah SPEAKER_01: loser you're on uh all right everybody uh we'll see you next time bye