SPEAKER_01
OpenAI saying the IPOs expected within the next year is very vague to me.
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This might potentially be bad for the Apple ecosystem if the coding apps aren't supporting it.
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The stock's down 7% since Monday, so I don't think people were super psyched.
SPEAKER_03
Well, I think that if you're anyone other than OpenAI and Anthropic, you are now an arms dealer.
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BaseX and OpenAI were embroiled in a fierce legal battle two months ago. It's Forex oversubscribed. There's almost $300 billion in demand, including...
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A lot of the Middle East. I guess this is good. YouTube, everyone subscribes to it except for 100-year-olds.
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Disney spent $200 million on this movie. They've probably gotten half a billion dollars of earned media through Taylor Swift.
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More or less.
SPEAKER_01
Why hello, friends! Welcome to More or Less.
SPEAKER_04
How is it going, Morins?
SPEAKER_00
Got the full quad here. We are two days out from WWDC and three days out from a hospital with our son breaking his arm. So things are going well this week. [SPEAKER_01] And somehow I find myself in Y Combinator's Mountain View office.
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Why... Now that is the most interesting thing someone has said to me today. [SPEAKER_03] Why would one visit Y Combinator these days, Dave?
SPEAKER_03
[SPEAKER_00] There is a BitRig hackathon going on here today. And WWDC is going on this week. So we are big investors in BitRig, which is the best agentic coding app for the Apple ecosystem.
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[SPEAKER_03] And so we've got a massive hackathon going on here at the original Y Combinator office, in honor of WWDC. [SPEAKER_03] Was BitRig's latest update approved by the App Store? [SPEAKER_03] No, actually. They are no longer focused on the iPhone because Apple will not allow you to create an iPhone app that modifies itself after being downloaded, which makes sense, actually.
SPEAKER_03
But it's shifted the entire strategy of not just this company, but every company that works in Apple's ecosystem. It makes sense to the point that obviously Apple is security minded and you don't want apps that would maliciously switch up what they're doing. But it seems like this might potentially be bad for the Apple ecosystem if the coding apps aren't supporting it. Yeah, I mean, I do think that the iPhone is 20 years old now and you still can't create an iPhone app with the iPhone, which is strange when you think about it. [SPEAKER_00] I do hope that they get there. But as of now, you still have to use a Mac to create iPhone apps.
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[SPEAKER_03] And BitRig is one of the better ways to do it. There's a lot of other ways to do it, too. But we'll see where that goes. Obviously, nothing changed for WWDC or anything on this front this week. But we'll see where this week goes.
SPEAKER_03
Assuming you're in the pole position for Apple's annual developer conference, what were your takeaways? And more importantly, do I have to give Siri another try because I've been burned so many times? I'm wounded. [SPEAKER_00] I think you and everybody have been pretty wounded. I think that our good friend Josh Elman has been down there working on this new version of Siri. And it looks pretty good. [SPEAKER_02] You know, I think that you look at this version, you kind of have to nod your head and say, yep, that's exactly what Siri should have been doing all along.
SPEAKER_03
I think they've created what an inside baseball we would call a harness. I learned about those three weeks ago in this pod. So I'm fully briefed. They've created a nice interface where you can push the Siri button on your phone and ask Siri about anything that is going on on the screen.
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So if you're looking at an Instagram post or something, you can ask, where is this place? You can ask all kinds of questions about anything that's going on inside of your phone and any app.
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[SPEAKER_03] They've also got the ability to go out and query the Internet. These are all things that we expect in the inside baseball universe of the ecosystem. But Apple's now made it a primary interface by which you can interact with your phone and your computer. And so I think most of the reactions are pretty dead on that this is what they should have been doing all along. And this is also classic Apple to sit back and watch what the best use cases are and then deliver one of the better, if not the best consumer experience. And I would expect that a lot of people switch to using this or that it's their first experience with advanced AI in their everyday life, because a lot of people, I think, use Siri for small tasks, but not complex ones. And I would say that the actual big question is, can Apple transition people from turning on and off their lights to much more complex advanced queries? I think the jury is still out on that. We'll see.
SPEAKER_03
So it's also classic Apple to be doing this with Google technology. The partnership that undergirds this isn't necessarily bad. This could be smart, right? [SPEAKER_00] But the partnership that now undergirds this is the distillation of Gemini. How strategic is that in the AI? Does it matter? Is it just that Google's an arms dealer here? Or is this somehow good for Gemini? I guess what data they get back matters, right? [SPEAKER_00] Well, I think that if you're anyone other than OpenAI and Anthropic, you are now an arms dealer in the AI race, right? You're either selling access or you're renting access to your giant H100, H200 clusters, right?
SPEAKER_03
Or you are giving people access to the models that you've trained and allowing them to distill them, do things with them. And so if you're Apple and you're looking around wondering who you should do this with, Google's as good a choice as any. Google's an extremely trusted brand. Apple's got a deep collaboration history with them. And what it looks like they've done here is just taken state-of-the-art Gemini models, both the on-device local flavor as well as the cloud flavors and distilled them for their own purposes into these Apple Foundation models, which they're now running locally and on-prem in their cloud to deliver their private compute idea. So I think it's as good as any, but yeah, arms dealers they are.
SPEAKER_03
Sam, what's your cynical take? Oh, Brett, yours too. But I feel like Sam has some combining his cynicism for AI and Apple that's got to come together in a clever way. I'll give you a second to think about this, Sam. And what it looks like they've done here is just taken state of the art Gemini models, both the on-device local flavor as well as the cloud flavors and distilled them for their own purposes into these Apple Foundation models, which they're now running locally and on-prem in their cloud to deliver their private compute idea. So I think it's as good as often any, but yeah, I mean, arms dealer they are. Sam, what's your cynical take? Oh, Brett, yours too.
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[SPEAKER_03] But I feel like Sam has some combining his cynicism for AI and Apple has got to come together in a clever way. [SPEAKER_03] I'll give you a second to think about this, Sam. You look like you're online shopping, so I'll go to Brett.
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[SPEAKER_00] Yeah, I'm shopping.
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[SPEAKER_00] Go to Brett. [SPEAKER_00] Okay. [SPEAKER_00] Well, I was going to ask you, Dave, what were the developer announcements at this developer conference? [SPEAKER_02] That Apple had, because I heard about Siri and I heard about some screen time optimizations, which felt good, but personally weren't as well optimized as I would want them to be.
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[SPEAKER_02] And then I don't know much else that they were announcing there that developers could leave with and go build something on top of. I guess there's some new iOS UI stuff happening.
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[SPEAKER_01] I don't know. [SPEAKER_01] Liquid Glass had a moment. [SPEAKER_01] Yeah, it's interesting. [SPEAKER_01] I would say I had two really distinct thoughts that happened while I was sitting there in the audience. [SPEAKER_01] And the first was that the keynote had almost no mention of anything developer related, which I found shocking and strange. [SPEAKER_01] Now, I get it. Apple is an enormous consumer company. Every time that they do a keynote, all eyes are on Apple. People want to know what's happening with their iPhone, etc.
SPEAKER_03
But this is also a developer conference that is supposed to be about nerding out on the next set of technologies that developers can build their apps on top of. And so that there were almost no mention of the actual developer technologies until the very end. And we're talking minutes of a very long keynote.
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[SPEAKER_03] I found to be a strange experience. [SPEAKER_03] And so that was number one. [SPEAKER_03] The second thing that I found interesting was as I was sitting there and participating in the rest of the ecosystem and the conversations that we've all been having about what's going on with AI and the agentic engineering world and the ability— [SPEAKER_03] You know, Sam's talked about this that if you have your open claw or your clawed code set up properly, you can just generate any app that you want on your phone these days.
SPEAKER_00
[SPEAKER_03] And I found that to be a really interesting thing to be thinking about while I was watching Apple talk about the new features for screen time or the new features that they're adding to their various apps. [SPEAKER_03] Because it used to be that when you saw these things, you were excited, oh, I'm looking forward to trying that. [SPEAKER_03] Now I found myself thinking, well, if I don't like it, I can just generate my own version of something. [SPEAKER_03] And that's, I think to your earlier question, Jess, there's a massive inbound wave of new applications and new apps being generated by people.
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[SPEAKER_03] And almost none of that aspect of what's going on in that developer ecosystem was addressed. [SPEAKER_03] And I found that to be a strange out of body experience as if it was being ignored. [SPEAKER_03] Isn't every conference a developer conference?
SPEAKER_03
Brett, I think your point's even more salient because either it is or it isn't. That's Dave's point. [SPEAKER_00] GTC, NVIDIA was all very developer. [SPEAKER_00] I mean, this is literally the worldwide developer conference. [SPEAKER_00] Yeah. [SPEAKER_00] So I mean, this is. [SPEAKER_00] Yeah. I also think it had a baton passing. [SPEAKER_00] This was Cook passing the baton to Ternus, even though we're still in a transition period. How much was that front and center?
SPEAKER_00
Sort of. But Ternus didn't speak. Well, that's weird. Yeah. [SPEAKER_03] I mean, he was very present.
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[SPEAKER_03] You know, I was backstage beforehand. [SPEAKER_00] He was there.
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[SPEAKER_03] I said hello.
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[SPEAKER_03] You know, he was around, but omnipresent. [SPEAKER_03] But he didn't speak. [SPEAKER_03] He wasn't part of the videos, etc. [SPEAKER_03] So there wasn't really a baton pass happening here. [SPEAKER_03] It was almost a we're not going to talk about it thing. [SPEAKER_03] Which, you know, I don't know.
SPEAKER_03
That's a missed opportunity. Missed opportunity. I think so, too. I feel like Tim needs to have him on stage. [SPEAKER_00] He spoke at the last WWDC. [SPEAKER_01] He's been on stage at WWDC. [SPEAKER_01] But there was no hardware announcement and he's the hardware guy. [SPEAKER_01] So is that why? [SPEAKER_01] Well, now he's the everything guy. [SPEAKER_01] Yeah, I don't know, Jess. [SPEAKER_01] I'd have to go back and look at last year's WWDC.
SPEAKER_03
[SPEAKER_01] But I'm not actually sure if he spoke. It's usually Craig Federighi that's the star of the show at WWDC. So. And his hair. Those two things. Yeah. [SPEAKER_00] The hair, the dad jokes, you know. [SPEAKER_00] The F1 videos. [SPEAKER_00] Okay. I'm glad we didn't have a ton of that.
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[SPEAKER_03] Yeah, I'm not sure. You know, there was no John. Okay, Sam, I've given you time to think of your take. What is it? [SPEAKER_03] I've bought so many things.
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I don't know.
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I was only half listening.
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[SPEAKER_00] But I like the Dave thing of we've argued before about is everyone a developer or is no one a developer?
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[SPEAKER_03] So that probably has some relevance to your conversation about WWDC and who it's for. [SPEAKER_02] I've been in no one's a developer. [SPEAKER_02] Dave's in everyone's a developer. [SPEAKER_02] Yeah.
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[SPEAKER_02] It's the same thing either way. [SPEAKER_02] That's what I said.
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[SPEAKER_02] It's either a full developer conference or it's not for every new tech conference that exists.
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[SPEAKER_02] Yeah. [SPEAKER_01] But none of this was focused on, hey, everyone, you can now develop using these powerful new engineering tools. [SPEAKER_01] Right. That was not the message. no one a developer? [SPEAKER_02] So that probably has some relevance to your conversation about WWDC and who it's for. [SPEAKER_02] I've been in no one's a developer. [SPEAKER_02] Dave's in everyone's a developer. [SPEAKER_02] Yeah. [SPEAKER_02] It's the same thing either way. [SPEAKER_02] That's what I said.
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[SPEAKER_02] It's either a full developer conference or it's not for every new tech conference that exists.
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[SPEAKER_02] Yeah. But none of this was focused on, hey, everyone, you can now develop using these powerful new engineering tools. Right. [SPEAKER_03] That was not the message. [SPEAKER_03] Which is the top theme in the technology industry. [SPEAKER_03] Right. [SPEAKER_03] Apple, you got to hand it to them. In a world of narrative building, they're going to stick to theirs and not jump onto the narrative of the moment. [SPEAKER_00] Again, may prove prussian, but also it's definitely not going to win the hearts and minds of the technical early adopters who are enthralled with these technologies right now.
SPEAKER_03
[SPEAKER_00] Yeah. [SPEAKER_00] And I guess that's what I want from WWDC. [SPEAKER_00] Right. [SPEAKER_00] I want super inside baseball. We're talking about actual technology that I can use as a developer to make my business, my app, my whatever. Right.
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[SPEAKER_03] And debate whether or not consumers are developers or developers are developers anymore. Debate that all you want. This is still supposed to be a developer conference where you're talking about the cool new nerdy technologies that you can go build things on top of. [SPEAKER_03] Right. [SPEAKER_03] And so I found it strange that there was almost no mention of this.
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It's been a long time since that's what it was, though. Right.
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[SPEAKER_03] It's just a big marketing event. [SPEAKER_03] I'm not—that's not critical. [SPEAKER_02] I'm just saying it used to be at least some modicum of API announcements.
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[SPEAKER_02] But yes. [SPEAKER_02] OK, so that's a good vibe check on WWDC. I like that.
SPEAKER_00
When can I try this new Siri? Because if I get another—I'm sorry, Taylor Swift is not available when I ask for directions to McDonald's, I'm going to give up. It's always the fall. WWDC is generally where Apple gives everybody access to the new tools and then they have a quarter or so or until September generally to ship them. And then that's when they launch the new iOS along with the new iPhones every year.
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So September.
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[SPEAKER_03] And the new thing there is the folding phone. [SPEAKER_03] Right? [SPEAKER_03] Isn't that going to be the big thing? [SPEAKER_03] That's the hype. [SPEAKER_00] But also, guys, the stock's down seven percent since Monday. So I don't think people were super psyched about it. [SPEAKER_00] Yeah, but stock only goes up if you say a thing about AI. So that's how it goes. [SPEAKER_01] Or iPhone sales. I feel Apple's stock goes up when you're like we sold more phones in China, which maybe is also the problem. [SPEAKER_03] Switching gears.
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[SPEAKER_00] As far as we are by the time people listen to this, SpaceX will be a public company. How are we feeling? What's our vibe check, Sam?
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[SPEAKER_00] I think we've beaten the dead horse on this one. I think the number will initially go up and we'll see. It's oversubscribed. There's almost 300 billion in demand, including a lot from the Middle East. [SPEAKER_02] This is so typical. I mean, it's the same thing as VCs being like the rounds oversubscribed. It's everything's always oversubscribed.
SPEAKER_03
[SPEAKER_01] And then OpenAI filing saying it's expected the IPO is expected within the next year is very vague to me. Do you have any more intel on that? [SPEAKER_02] I'm going to hand it to OpenAI, right? So they filed there. [SPEAKER_01] Both Anthropica and OpenAI announced themselves that they had filed confidentially, smart because all those pesky reporters are all over them all the time.
SPEAKER_03
[SPEAKER_00] And then OpenAI then proceeds to explain all the reasons it might not go public. Well, actually, I don't know within the press release what versus my sources say. But a combination of my sources and the press release is like, well, you know, we might want the development of the models might change the trajectory. Or we might want flexibility to change our token economics to gain market share. Or we might want to do another unusual deal like the one the information just reported this week where they're doing a data center but NVIDIA is involved in potentially leasing the chips. We don't know.
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[SPEAKER_00] I think all of that is smoke and mirrors. And I think they're probably on a very conventional IPO time frame, putting them at October-ish alongside Anthropic. But I guess there's no harm in buying yourself some flexibility. It's just very funny.
SPEAKER_00
I mean, companies don't usually announce that they filed confidentially. You do that. And then you tell us all the reasons why you might not do it. But the objections on the timing are all interesting about some of the loss of flexibility they might have as a public company. But at the end of the day, they'll need it. I don't know. Have you guys been following that SoftBank is struggling to raise the money it promised OpenAI? Oh, God. No. Is anyone surprised at all? Bloomberg's done a great series of stories on this. [SPEAKER_03] How much money was it again? Like a crejillion dollars that they were going to put into this? I want to say it's around 30 billion.
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[SPEAKER_03] Oh, I thought it was more. I thought it was 50. But there were multiple things. It's a significant amount of money and SoftBank, which has already exited a lot of its positions.
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[SPEAKER_01] So I don't know. Masa eventually finds a way, maybe busts in the middle. But I sure hope OpenAI has its other investors. [SPEAKER_00] Isn't that the story here, Jess? Which is that all three of these companies are jockeying with whatever configuration that they are configuring their IPO into in order to get people to allocate and find the way to [SPEAKER_00] I want to say it's around 30 billion. Oh, I thought it was more. [SPEAKER_00] I thought it was 50. [SPEAKER_00] But there was multiple things. [SPEAKER_00] It's a significant amount of money in SoftBank, which has already exited a lot of its positions. [SPEAKER_01] So I don't know.
SPEAKER_03
[SPEAKER_01] Masa eventually finds a way, maybe busts in the middle. [SPEAKER_00] But I sure hope OpenAI has its other investors. [SPEAKER_00] Isn't that the story here, Jess? [SPEAKER_00] Which is that all three of these companies are jockeying with whatever configuration that they are configuring their IPO into in order to get people to allocate and find the way to raise the capital to get involved in these things, right? That's what's going on behind the scenes.
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[SPEAKER_03] You mean privately or publicly? [SPEAKER_03] Both. [SPEAKER_03] It's people are having to move around their capital allocations to try to figure out how to participate in these things. [SPEAKER_00] Well, I think there's a little bit of...
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[SPEAKER_03] Josh Ellman's calling me. [SPEAKER_03] Wait, does he want to weigh in on the developer conference? [SPEAKER_03] Is it a developer conference still? I don't want to do it to him right now because I have business with the man. [SPEAKER_03] That's the last thing he wants to do. But this is how Silicon Valley works, people. You think of someone and then they call your business partner or your podcast co-host. [SPEAKER_02] It's more than that.
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[SPEAKER_00] I think these companies are so competitive. [SPEAKER_00] And remember, SpaceX and OpenAI were embroiled in a fierce legal battle two months ago. [SPEAKER_00] And so if you can take a headline or two away from them or... [SPEAKER_00] But look, I don't think any investor is going to see that the S1 for OpenAI has been filed and then be less aggressive in their near-term SpaceX position. [SPEAKER_00] So...
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Well, you know what? I think it's interesting to observe the extremely high-level narratives at play here. I love a high-level narrative. Which is that SpaceX is out there being like, look at how inspiring we are.
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[SPEAKER_03] They put out all this unbelievable media, right? [SPEAKER_03] Media thing after media thing.
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[SPEAKER_00] All these amazing technology, Mars, moon, you know, just painting this extraordinary technology narrative trying to inspire people, right? [SPEAKER_02] That's the SpaceX narrative.
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[SPEAKER_03] And then Anthropic, on the other hand, is putting out further doom every week, right? [SPEAKER_03] Like this week it was, this thing is so dangerous that we're going to publish an essay and we're going to release it to the public so kneecapped that it can't do anything for you of any meaningful level of intelligence. [SPEAKER_03] And it's that dangerous, right? [SPEAKER_03] So it's this super fear-based message. [SPEAKER_03] And then OpenAI has this, to your point, Jess, it's like, we're not sure. [SPEAKER_03] We think we're going to do this. [SPEAKER_03] We might do that.
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[SPEAKER_03] Oh, they're sure. [SPEAKER_03] They just want to mess with us, I think.
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[SPEAKER_03] I think they're sure. [SPEAKER_03] But what's their message? [SPEAKER_00] Well, Anthropic stole the fear message from them.
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[SPEAKER_00] Anthropic outfeared them, which was originally OpenAI's strategy. Their message is just build.
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[SPEAKER_02] Speaking of developers, I actually the new ads. [SPEAKER_02] Is it? [SPEAKER_02] I've been watching sports, you know, basketball, and they have some good ads.
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I do think that OpenAI has been narratively cornered. I think it's interesting to talk about, Sam. That's what I'm saying—I don't actually know what it is. No, I agree with you. [SPEAKER_02] I think SpaceX, literally they're just full of pictures, right? [SPEAKER_03] It's the most ridiculous. [SPEAKER_03] Rockets! [SPEAKER_02] It's the most... [SPEAKER_02] My work. [SPEAKER_02] I think it's so interesting to look at this through the lens of tiny attention. [SPEAKER_03] There's so little attention. [SPEAKER_03] What do I know of these things? [SPEAKER_03] It's SpaceX inspiring. [SPEAKER_03] Anthropic scary. [SPEAKER_03] OpenAI.
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[SPEAKER_03] Anthropic did a good job of taking the scare meme, which again, you know, I think it was a huge mistake, but it was how Sam Altman raised the original money with scare money, right? [SPEAKER_03] In several generations. [SPEAKER_02] But then I think the problem that OpenAI created for themselves is they went so broad and have so many partners that they lost their ability to be pure scare narrative because they have all these other, including consumer relationships, where the fear thing is to their negative. [SPEAKER_02] So you can't sell scare and then also get consumers to use ChatGPT. [SPEAKER_02] You can't sell scare.
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[SPEAKER_02] Anthropic is all in scare, right? [SPEAKER_02] And so I think that's the problem with conglomerates, right? [SPEAKER_02] Or when you go too broad is you lose narrative purity. [SPEAKER_02] Yeah, I guess that's what my feeling is, OpenAI is portfolio. [SPEAKER_02] You know, it's. [SPEAKER_02] Well, they used to be AI. [SPEAKER_02] Portfolio of good AI stuff, I guess.
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They were the Kleenex of AI.
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[SPEAKER_03] And then.
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[SPEAKER_00] But they lost that immediately.
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[SPEAKER_03] Well, they lost it. And then that also became unpopular in some forms, maybe because of Anthropic's fear mongering. I mean, there are people, OpenAI adjacent, who believe Dario has been fear mongering to wound the category leader being them.
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[SPEAKER_00] I don't know. [SPEAKER_00] I think fear mongering is more in his blood.
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But I think he believes it. I don't think... I think he believes it. Interesting. I also think people love to think that other people are thinking about them.
SPEAKER_03
[SPEAKER_00] It turns out that's the case. [SPEAKER_02] Dave, I'm fixated on something. [SPEAKER_02] You said tiny attention. [SPEAKER_02] Is this a new term, the tiny attention economy or what you referred to it as an entity? [SPEAKER_00] It's something that I've been thinking about, even though we're all talking about how amazing this technology is, how wonderful, you know, depends on who you are.
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Some people, AI, wonderful.
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[SPEAKER_00] Some people, AI, very scary. [SPEAKER_00] I think he believes it. [SPEAKER_00] Interesting.
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I also think people love to think that other people are thinking about them.
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[SPEAKER_00] It turns out that's the case.
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[SPEAKER_02] Dave, I'm fixated on something. [SPEAKER_02] You said tiny attention.
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Is this a new term, the tiny attention economy or what you referred to it as?
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An entity? It's something that I've been thinking about, even though we're all talking about how amazing this technology is, how wonderful, it depends on who you are. Some people, AI, wonderful. Some people, AI, very scary. [SPEAKER_03] Doesn't matter. [SPEAKER_03] A lot of people are using this stuff. [SPEAKER_03] People keep talking about this question of, are we going to work more, work less? [SPEAKER_03] I don't really know, but here's the one thing that I do know. [SPEAKER_03] The amount of human attention that is available in a given day is fixed.
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[SPEAKER_03] And the amount of tools that are trying to get that attention now are massively increasing at an exponential rate.
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And so the amount of attention that people have to pay attention to your new product or service or whatever is increasingly more tiny. And so I just keep thinking of it that way, that it's tiny attention now.
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[SPEAKER_03] And you're lucky if you can get one thought from people in a given day.
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Everyone I know is saying, I'm so exhausted.
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[SPEAKER_03] I can't keep up with everything.
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Every day I wake up and I have to think about another this, another that. And it's just crazy. AI has made it even worse. Right. It's the AI plus social media thing that's insane because the amount of attention hasn't expanded. But guys, guess what's happening according to the New York Times. Is there a bot to save our attention? Well, there is a strategy and the strategy that all the kids are starting to use. Dave, get ready for it. [SPEAKER_01] The two phone lifestyle. [SPEAKER_01] You've got your, this is a thing now. [SPEAKER_01] This is a deep cut. [SPEAKER_01] The New York Times reported it. [SPEAKER_01] Deep cut.
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[SPEAKER_01] Okay. [SPEAKER_01] So you have your work and productivity phone. And then you have your chill, relaxed phone for not being stressed out.
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[SPEAKER_01] You're saying your day phone and your night phone. [SPEAKER_01] And I'm bringing this up for those who don't know. [SPEAKER_01] Dave, what year was it? [SPEAKER_01] I don't know.
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[SPEAKER_03] 2014 or something. [SPEAKER_01] More than a decade ago. [SPEAKER_01] More than a decade ago. [SPEAKER_01] It just proves I continue to live in the future.
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[SPEAKER_01] Dave ahead of his time as the seed investor that he is.
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[SPEAKER_01] Being interviewed by Vanity Fair in 2013, 2014. [SPEAKER_00] No, guys, this is traumatic.
SPEAKER_02
[SPEAKER_03] Dave, we're going to help exorcise this. [SPEAKER_01] We're licking the cookie, Dave, because you're right. [SPEAKER_01] You were just early. [SPEAKER_03] Was it being interviewed about his leadership style and so on.
SPEAKER_03
[SPEAKER_01] And then he mentioned that he has two phones, a work phone and a personal phone, which by the way, is not that abnormal. [SPEAKER_01] A lot of people do this. [SPEAKER_01] Remember when people had Blackberries and then their other phone? [SPEAKER_01] Anyway, it blew up the internet. [SPEAKER_01] Everyone freaked out. [SPEAKER_01] Oh my God. [SPEAKER_01] Dave Morin has two phones and they slammed him and he didn't live it down. [SPEAKER_01] This was a thing for years. [SPEAKER_01] So this is the ultimate redemption.
SPEAKER_02
[SPEAKER_01] I'm very happy for you, Dave, that the New York Times has now made this pop culture mainstream. [SPEAKER_01] But I don't have two phones anymore. [SPEAKER_01] Does this mean I have to go back to having two phones? [SPEAKER_01] I think you should. [SPEAKER_01] No, you need three phones. [SPEAKER_03] And life phones. [SPEAKER_03] I actually have three phones. [SPEAKER_01] Also, guys, to give Dave credit, this came out of a question about his remaining battery percent, which at the time was 18. [SPEAKER_01] And he said, I have two phones, one for day and one for night. [SPEAKER_00] When the day phone runs out, the night phone takes over.
SPEAKER_02
[SPEAKER_00] So you also just needed a battery pack. [SPEAKER_00] I didn't even write that. [SPEAKER_00] The PR firm did. [SPEAKER_00] Well, that's deep.
SPEAKER_03
[SPEAKER_00] Why did you let you all know? You wrote this.
SPEAKER_00
[SPEAKER_03] You said the background on your phone was the Tetons because the mountains are my soul.
SPEAKER_03
[SPEAKER_00] You wrote that.
SPEAKER_00
That was not a PR firm. You guys are sitting next to the Tetons right now.
SPEAKER_02
[SPEAKER_00] They are our soul.
SPEAKER_00
They are amazing. [SPEAKER_03] Let's in a later episode go back and look at all our bad press collectively. No, I think we were just ahead of our time, Jess. I think that's the reframe here. That was particularly bad. Always ahead. Okay, I like it. Sam, I think you bring up an excellent point about OpenAI's narrative.
SPEAKER_02
[SPEAKER_00] Do you have advice on what narrative they should seek to occupy? [SPEAKER_00] Just give up. [SPEAKER_00] You know.
SPEAKER_00
Oh my God. Sam's probably encountered a new fitness toy optimized for altitude, and he's deep in buying it. [SPEAKER_02] Is their narrative big computer? [SPEAKER_02] Biggest computer? That seems to be the emergent narrative.
SPEAKER_03
[SPEAKER_00] Yeah, pretty much. All the infra in the world. We have the biggest computer, right? But they do that? [SPEAKER_00] Yeah, they do. [SPEAKER_00] They kind of do, yeah. Yeah. If their investors can pay their bills. All of it, it's very simple. [SPEAKER_00] It's the oldest brand in the book. [SPEAKER_00] It's just, their branding is just size matters. [SPEAKER_00] Look at my huge cock. [SPEAKER_02] That's what she said. [SPEAKER_02] We solved it. [SPEAKER_02] This is great. [SPEAKER_02] They should just go, look at my huge cock. [SPEAKER_02] That's going to be their branding. [SPEAKER_02] Oh my God. [SPEAKER_02] Because it's a pissing match.
SPEAKER_03
[SPEAKER_02] And that's why you subscribe to more or less, everyone. Yeah. If their investors can pay their bills. All the, it's very simple.
SPEAKER_01
[SPEAKER_00] It's the oldest brand in the book. [SPEAKER_00] It's just, their branding is just size matters. [SPEAKER_00] Look at my huge cock. [SPEAKER_02] That's what she said. [SPEAKER_02] We solved it. [SPEAKER_02] This is great. [SPEAKER_02] They should just go, look at my huge cock.
SPEAKER_00
[SPEAKER_02] That's going to be their branding.
SPEAKER_01
[SPEAKER_02] Oh, my God. [SPEAKER_02] Because it's a pissing match. [SPEAKER_02] And that's why you subscribe to more or less, everyone. [SPEAKER_02] That would work, by the way.
SPEAKER_03
That would work.
SPEAKER_01
[SPEAKER_02] I think you're right. If Sam Allen was just like, look at my huge cock. [SPEAKER_02] That would be probably the best branding they could go for. [SPEAKER_02] And Elon would respect that. [SPEAKER_02] Okay.
SPEAKER_00
[SPEAKER_02] This is what I get for calling on Sam when he's a quarter paying attention.
SPEAKER_03
[SPEAKER_02] This is on me, folks.
SPEAKER_01
[SPEAKER_02] I take responsibility. [SPEAKER_00] Do you guys want to talk about 60 Minutes?
SPEAKER_03
[SPEAKER_00] What?
SPEAKER_01
[SPEAKER_00] I don't, sure. [SPEAKER_00] But you're going to have to give context. [SPEAKER_00] I'm going to give a little bit of context. [SPEAKER_03] Media Corner. [SPEAKER_03] Quick Media Corner. [SPEAKER_03] Is it even a show anymore? [SPEAKER_00] Do people watch it? [SPEAKER_00] No, Dave. [SPEAKER_00] Five people watch it by accident that are 80. [SPEAKER_03] 80-year-old grandmothers watch it. [SPEAKER_02] Okay. [SPEAKER_02] But they're really self-important. [SPEAKER_02] And Jessica Lesson. Really self-important. Sam, boomers are all self-important.
SPEAKER_01
[SPEAKER_02] To my colleagues in the news business, any words that come out of my co-host's mouth, I do not take responsibility for it or my point of view on the news business.
SPEAKER_03
Jess, this is a fair question. How many people watch 60 Minutes?
SPEAKER_01
[SPEAKER_00] 9% more than last year.
SPEAKER_03
[SPEAKER_00] Dave just said no one has any attention.
SPEAKER_01
[SPEAKER_03] No one has 60 Minutes for old people TV.
SPEAKER_00
[SPEAKER_03] It's now 0.6 minutes. They should rebrand it 60 Seconds. [SPEAKER_02] 60 Seconds. [SPEAKER_02] I like it. [SPEAKER_01] 60 Seconds? [SPEAKER_02] Maybe I watched 60 Seconds.
SPEAKER_03
[SPEAKER_01] Hosted by Barbara Walters. [SPEAKER_01] I have something to say on this, which I think is really interesting.
SPEAKER_00
[SPEAKER_02] I love this guy that does subway takes in New York. [SPEAKER_02] I saw him talking about why he did it the way that he did it. [SPEAKER_01] And his whole thing was that nobody should do long form content. [SPEAKER_03] They should just make the shorts and make everything about the shorts. [SPEAKER_03] Well, they think, Sam, you were ahead on this. [SPEAKER_03] And so people need to make one minute, not 60 Minutes.
SPEAKER_03
That's what everyone's doing, though.
SPEAKER_00
[SPEAKER_03] I actually think I'm long 60 Minutes. [SPEAKER_03] This dovetails with Open AI's new branding. [SPEAKER_03] Look at the size of my cock. [SPEAKER_01] Six seconds. [SPEAKER_01] By the way, I just looked it up. [SPEAKER_02] 9.1 million viewers. [SPEAKER_02] There are 9.1 million people spending 60 Minutes with 60 Minutes. [SPEAKER_02] So I think you're redeemed, Jess. [SPEAKER_01] All right, Jess.
SPEAKER_00
[SPEAKER_01] Give us the rundown on what's going on. [SPEAKER_01] I think they're half asleep because they're 80, but that's fine.
SPEAKER_02
[SPEAKER_01] Are we done? [SPEAKER_03] Do you guys want to hear what's going on?
SPEAKER_00
[SPEAKER_03] Honestly, probably not, but go for it. [SPEAKER_01] We can skip it.
SPEAKER_03
[SPEAKER_01] We'll move on. [SPEAKER_01] We'll move on. [SPEAKER_02] No, I'm curious.
SPEAKER_00
What's the drama? The drama is that 60 Minutes is under new leadership under CBS with Barry Weiss, who hired Nick Bilton.
SPEAKER_03
[SPEAKER_00] You guys all know him as a one-time tech columnist for The New York Times, who then went into documentary films. [SPEAKER_00] I'm pretty sure that guy wrote mean stuff about me at one point. Wasn't he a Valley Wag?
SPEAKER_00
Yeah, then probably he did. No, that was a different Nick. [SPEAKER_02] But same generation.
SPEAKER_02
[SPEAKER_00] Same generation. So anyway— [SPEAKER_00] Didn't he also write for Vanity Fair? [SPEAKER_00] Yeah, and he had a podcast. [SPEAKER_00] We're talking about the same guy. [SPEAKER_00] Same guy. [SPEAKER_03] Okay. [SPEAKER_00] Okay. [SPEAKER_00] I know who Nick Bilton is. [SPEAKER_00] You know him. [SPEAKER_03] That's why I thought you guys might want to care.
SPEAKER_01
[SPEAKER_00] Yeah, I didn't know.
SPEAKER_02
[SPEAKER_03] So wait, Nick Bilton is involved in 60 Minutes? [SPEAKER_00] He's running 60 Minutes, and— [SPEAKER_00] Oh, wow, that's cool. [SPEAKER_03] And the anchors of 60 Minutes are not thrilled about it. [SPEAKER_03] There was a big insurrection because he is not really qualified to run 60 Minutes. [SPEAKER_00] Why?
SPEAKER_00
[SPEAKER_03] He's been in the business forever. Is it just because he doesn't have video? He's not a TV guy, Dave. [SPEAKER_03] Dave, he has no television experience. [SPEAKER_03] He has no investigative news production experience.
SPEAKER_03
But he's always had a strong editorial point of view. [SPEAKER_00] I think this is a miscast, always saying I'm not— [SPEAKER_00] I am pro young people taking on big jobs.
SPEAKER_00
I'm just— [SPEAKER_03] He's not that young. He's older than us.
SPEAKER_03
[SPEAKER_00] He's older than us.
SPEAKER_02
[SPEAKER_00] Fair enough. [SPEAKER_00] He's not young. Okay.
SPEAKER_01
[SPEAKER_02] He's just not 100 years old. [SPEAKER_00] Okay, no one cares what I think about this.
SPEAKER_02
[SPEAKER_00] Yeah, he's in his 50s, right? [SPEAKER_00] Okay.
SPEAKER_03
[SPEAKER_02] Now think of— [SPEAKER_00] He's not in his 50s.
SPEAKER_00
[SPEAKER_03] I don't know. How old are we?
SPEAKER_03
[SPEAKER_00] Okay, maybe he's in his 50s. [SPEAKER_00] He's 49.
SPEAKER_00
But think of the worst insurrection you've witnessed or read about at a technology company.
SPEAKER_02
[SPEAKER_00] Say maybe Travis Kalanick or something like that. [SPEAKER_00] This was 100 times worse.
SPEAKER_01
[SPEAKER_02] Scott Pelley, who you would not know, but you would know.
SPEAKER_02
[SPEAKER_00] Okay, no one cares what I think about this.
SPEAKER_01
[SPEAKER_00] Yeah, he's in his 50s, right? [SPEAKER_00] Okay.
SPEAKER_02
Now think of the- [SPEAKER_00] He's not in his 50s.
SPEAKER_01
[SPEAKER_03] I don't know.
SPEAKER_03
[SPEAKER_00] How old are we? [SPEAKER_00] Okay, maybe he's in his 50s. [SPEAKER_00] He's 49. [SPEAKER_00] But think of the worst insurrection you've witnessed or read about at a technology company. Say maybe Travis Kalanick or something like that. This was 100 times worse. [SPEAKER_02] Scott Pelley, who you would not know, but you would know. [SPEAKER_00] A very esteemed 60 Minutes correspondent for decades. He's done hours in all hands. Just confronting him saying he was not qualified for this job that his boss had. Total insubordination. [SPEAKER_02] Is that the message of the times?
SPEAKER_01
[SPEAKER_00] Guys, we're talking about 60 Minutes. This Scott Pelley guy turns out to have better media savvy for the brand. Scott Pelley. [SPEAKER_02] Whatever his name is. Didn't like anyone. When would we normally be talking about 60 Minutes?
SPEAKER_02
So I actually think this is a huge win to have some old dude who's paid way too much money yelling about it, right? The old dude no longer has a job. So the old dude—even better, they don't have to pay him. Was fired for insubordination. [SPEAKER_00] Which honestly, you could agree with every word out of his mouth. I think it's very hard to keep someone who is so clearly hostile to the leadership at the network. That's good for you to establish that publicly, Jessica.
SPEAKER_01
[SPEAKER_00] Yeah, just one thing. This is straight out of the morning show. This is straight out of the morning show. [SPEAKER_02] You have to read the things he said. [SPEAKER_00] It was like he was reading the Jerry Maguire speech. [SPEAKER_02] Okay.
SPEAKER_03
[SPEAKER_00] So they don't know what to do with him. So they fire him. Probably not very effectively. Then it goes on and on and on. And now my entire news feed is either pictures of Serena Williams hitting the ball because yes, she is back at tennis, or hot takes on Barry's leadership of CBS. And is she going to run CNN? Is she not going to run CNN? I realize that only media people care about this. But 60 Minutes is a brand that matters in news that people care about. And I think it's sad what's happening. So I just went to his Instagram account and it's terrible. [SPEAKER_00] Who's?
SPEAKER_01
[SPEAKER_00] Scott Pelley's? [SPEAKER_00] Yeah, you'd expect him to get a lot of followers out of this at least. [SPEAKER_02] But I guess those people don't have Instagram accounts. I mean, isn't that the whole thing, Sam? That's what we're talking about. It's a cross-cultural battleground, right? Well, so what Scott Pelley did.
SPEAKER_02
[SPEAKER_03] TV microphone versus social media.
SPEAKER_00
[SPEAKER_03] Scott Pelley won. [SPEAKER_03] This is very confusing. I literally can't even find the Scott Pelley. [SPEAKER_02] Scott, you did some things right, but you did not update your Instagram account prior to your scorched earth removal. Do you think he's Scott Pelley won or just Scott Pelley? It's very confusing.
SPEAKER_03
[SPEAKER_02] I feel like he'd be verified.
SPEAKER_00
It's got to be Scott Pelley won. [SPEAKER_02] I think it might be. He has 30,000 followers.
SPEAKER_02
[SPEAKER_01] I think he's verified.
SPEAKER_00
[SPEAKER_02] Let's look. So maybe someone stole his Instagram account. He's still linking to CBS News instead of OnlyFans, where he should be.
SPEAKER_02
[SPEAKER_01] And then Scott Pelley won. Is Scott Pelley author? Very confusing.
SPEAKER_00
[SPEAKER_02] Okay. Well, what Scott did is he went old school. He went to the New York Times and gave this huge interview to try and throw Barry under the bus even more. Not a lot of flattering detail in his interview. Again, it's his point of view. And what he should have been doing is started a Patreon, Instagram up to OnlyFans. Yeah, I was going to tee that up. So it's the Conan O'Brien, right? Pull a Conan O'Brien.
SPEAKER_03
So I don't know.
SPEAKER_00
Scott Pelley YouTube. [SPEAKER_03] But the problem is I don't think any of those people. [SPEAKER_02] I mean, I guess this is good.
SPEAKER_03
[SPEAKER_00] YouTube—everyone subscribes to it except for 100 year olds. So this is a big growth area for YouTube to get him to do something for them.
SPEAKER_00
[SPEAKER_02] He could bring them dozens of new accounts. I think Netflix is going to play. Anyway, the other three correspondents. Have you guys heard of Leslie Stahl? This is a pop quiz.
SPEAKER_03
[SPEAKER_00] Yeah, of course.
SPEAKER_00
No. What do you mean, of course?
SPEAKER_03
[SPEAKER_00] Okay, she's still there. I know Leslie Stahl. [SPEAKER_01] What?
SPEAKER_00
[SPEAKER_01] Okay.
SPEAKER_03
[SPEAKER_00] How do you not know Leslie Stahl?
SPEAKER_00
[SPEAKER_03] She's one of the most famous 60 Minutes interviewers of all time. She's 84. [SPEAKER_01] Because she's 84, Dave.
SPEAKER_03
That's old. Guys, she's been doing this our entire lives. Look, it's obvious why this program needs to change. [SPEAKER_01] No one is sitting here being like, it doesn't need to change. [SPEAKER_00] Leslie Stahl official is validated on Instagram and has 1,900 followers.
SPEAKER_00
[SPEAKER_03] Oh, no. Leslie. Okay.
SPEAKER_03
[SPEAKER_02] Barry and Nick, we've outlined your next week plan. Get your correspondence Instagram followership.
SPEAKER_00
I mean, isn't that the... But Jess, for real though, isn't that the only route to growth for 60 Minutes? 60 Minutes is not going to grow beyond its 9 million. [SPEAKER_03] No, those people are dying real fast. [SPEAKER_03] Right. The only route to growth is through new media channels, right? I don't think there's strong growth ahead for 60 Minutes. I don't think that would be your core strategy.
SPEAKER_02
[SPEAKER_03] Oh, no. [SPEAKER_00] Leslie.
SPEAKER_00
Okay. [SPEAKER_02] Barry and Nick, we've outlined your next week plan. Get your correspondence Instagram followership.
SPEAKER_02
[SPEAKER_00]
SPEAKER_00
Isn't that the...
SPEAKER_03
[SPEAKER_00] But Jess, for real though, isn't that the only route to growth for 60 Minutes?
SPEAKER_00
60 Minutes is not going to grow beyond its 9 million. No, those people are dying real fast. [SPEAKER_03] Right. [SPEAKER_03] The only route to growth is through new media channels, right? [SPEAKER_03] I don't think there's strong growth ahead for 60 Minutes. [SPEAKER_03] I don't think that would be your core strategy. It is a big brand out there in people's minds.
SPEAKER_02
[SPEAKER_03] You can turn it into a lot of different things, right?
SPEAKER_00
That's what Nick Bilton's doing. I think the answer is 60 seconds or even six seconds. [SPEAKER_03] If they said six seconds by 60 Minutes, I might watch that. [SPEAKER_03] I think 60 seconds. [SPEAKER_01] I didn't know this until today, but I'm optimistic on Nick Bilton with the 60 Minutes brand.
SPEAKER_02
Okay.
SPEAKER_00
[SPEAKER_02] I'm pessimistic. I'm a less on 60 Minutes. [SPEAKER_03] Guys, what's amazing is these guys are paid so much money for what they do.
SPEAKER_02
[SPEAKER_01] What does Nick Bilton make? [SPEAKER_01] It was all public. [SPEAKER_01] It's insane. I gave you guys the abridged version. You're welcome. But Nick's hiring followed the firing of an executive producer and people on her team. And Nick was paid roughly 80% more at $2.5 million a year than the prior EP. [SPEAKER_00] And this is also news going through cost cutting and all this stuff. [SPEAKER_00] That's higher than venture capital salaries.
SPEAKER_00
Yeah. There's no carry.
SPEAKER_02
[SPEAKER_00] It depends if you're good at your job.
SPEAKER_00
[SPEAKER_03] I don't know. [SPEAKER_03] I'm wishing, to be clear, I'm wishing everyone well. [SPEAKER_03] But I think there have been so many fouls and missteps.
SPEAKER_02
[SPEAKER_00] And it just sounds like a very messy situation.
SPEAKER_00
And bigger, it's harder to change a legacy brand.
SPEAKER_02
[SPEAKER_00] But you're some old dude.
SPEAKER_00
You don't a new thing. You've made your money. You're probably retiring soon anyway. [SPEAKER_02] You have 20,000 Instagram followers. [SPEAKER_02] You need to find, who cares? [SPEAKER_02] Of course you're going to do this. [SPEAKER_02] This is, no one's ever heard of this guy until this moment. [SPEAKER_02] Okay. [SPEAKER_02] A lot of people have heard of him. [SPEAKER_02] But I think you're right. [SPEAKER_02] I understand why he did what he did. [SPEAKER_02] I think it also, though, puts the show in turmoil, which probably doesn't help his colleagues and everything. Another fact. So, obviously, things have to change. The status quo is not going to grow the show.
SPEAKER_02
[SPEAKER_00] But the legacy folks say, well, it's growing 9%. [SPEAKER_00] So, it's doing okay. [SPEAKER_00] But its lead-in is the NFL, which is growing 11%. [SPEAKER_00] So, just some facts. [SPEAKER_00] Guys, look.
SPEAKER_03
[SPEAKER_00] I can just tell you for a fact that nothing is doing well when you go to their website, it redirects to cvsnews.com slash 60minutes. [SPEAKER_00] And there is a fly-out popover ad for a grocery store pinned to the bottom of the page. [SPEAKER_00] We're not talking about a primo.
SPEAKER_00
[SPEAKER_02] Because it's a media company, Sam.
SPEAKER_02
Look at the ad at the bottom. It's ridiculous. So, Sam, you're just going to get a job. [SPEAKER_01] Barry's going to call you as a digital strategist.
SPEAKER_00
[SPEAKER_02] I'm available.
SPEAKER_02
I'm a big fan of Barry's. [SPEAKER_00] I'm happy to come.
SPEAKER_01
[SPEAKER_00] Barry, you need some help.
SPEAKER_02
[SPEAKER_00] I don't even require $2.2 million a year. But I will not work for you full-time. But, you know.
SPEAKER_01
[SPEAKER_02] He'll be your intern. [SPEAKER_02] I'll zoom in for a few things. [SPEAKER_02] It'll be worth your time and money.
SPEAKER_02
Give me a ring. [SPEAKER_01] 60 Minutes on Paramount+. Oh, you didn't send news tips. Okay.
SPEAKER_00
[SPEAKER_02] Well, yeah. Give 60 Minutes a website. I think that should be our. They literally don't have any domain. They literally redirect their website to CBS News. It's, clearly, they're idiots.
SPEAKER_03
[SPEAKER_00] So, good luck to Nick Bilton.
SPEAKER_00
[SPEAKER_02] And just to remind people, Paramount, which owns CBS, is in the process of buying CNN.
SPEAKER_03
[SPEAKER_02] So, a greater portion of television news is going to fall under this team very shortly.
SPEAKER_02
So, that is another reason.
SPEAKER_00
[SPEAKER_02] CNN at least has its own website. For now.
SPEAKER_02
[SPEAKER_00] It's going to be Paramount+. [SPEAKER_00] No. Well, worst. [SPEAKER_00] Didn't they try to launch a premium thing at one point that was a total disaster? [SPEAKER_00] Because they thought people wanted premium news?
SPEAKER_00
I think it's Paramount+. I think. [SPEAKER_02] No, there was CNN+. [SPEAKER_02] Oh, yeah. That never even launched.
SPEAKER_01
[SPEAKER_00] That was canceled before it launched. [SPEAKER_02] Our letters over for brands.
SPEAKER_00
CNN.
SPEAKER_03
[SPEAKER_00] NBC.
SPEAKER_00
I feel we're exiting that era.
SPEAKER_01
Because now it's Peacock.
SPEAKER_03
[SPEAKER_01] It's Disney+. [SPEAKER_01] It's Paramount+. [SPEAKER_01] No, it'll come back around.
SPEAKER_01
TI.
SPEAKER_00
[SPEAKER_01] Going to make TI a thing.
SPEAKER_03
[SPEAKER_01] WSJ is still a thing.
SPEAKER_00
[SPEAKER_03] Yeah. [SPEAKER_01] TVPN.
SPEAKER_02
[SPEAKER_00] And it's very human to just...
TVPN slash OpenAI dot slash TVPN. [SPEAKER_03] Yes. [SPEAKER_03] No, we've already declared TVBN is not a real thing anymore since the acquisition. [SPEAKER_03] So, you guys, it turned out to be more interesting to talk about the media than you realize. You've got some business ideas. [SPEAKER_01] You've got some consulting offers. [SPEAKER_01] And before we wrap, we've got the World Cup is starting. [SPEAKER_00] How's everyone feeling? [SPEAKER_00] Nah. [SPEAKER_00] I heard...
SPEAKER_00
I have to pull a Sam today and say goodbye early.
SPEAKER_03
[SPEAKER_00] Oh.
SPEAKER_00
And it's very human to just... TVPN slash OpenAI dot slash TVPN.
SPEAKER_03
Yes. No, we've already declared TVBN is not a real thing anymore ever since the acquisition.
SPEAKER_01
[SPEAKER_03] So, you guys, it turned out to be more interesting to talk about the media than you realize.
SPEAKER_02
[SPEAKER_00] You've got some business ideas. [SPEAKER_01] You've got some consulting offers.
SPEAKER_00
[SPEAKER_01] And before we wrap, we've got the World Cup is starting.
SPEAKER_03
[SPEAKER_00] How's everyone feeling?
SPEAKER_01
[SPEAKER_00] Nah. [SPEAKER_00] I heard... [SPEAKER_00] I have to pull a Sam today and say goodbye early.
SPEAKER_02
[SPEAKER_00] Oh. [SPEAKER_01] It's been awesome. [SPEAKER_00] Before I even got to Toy Story 5. [SPEAKER_03] But, wait.
SPEAKER_00
[SPEAKER_01] I'm going to talk about Toy Story and Taylor so we can talk about that. [SPEAKER_03] All right. [SPEAKER_01] See you guys. [SPEAKER_01] Bye, Dave. [SPEAKER_01] I've got to go judge a hackathon.
SPEAKER_03
[SPEAKER_02] Business Insider has a story about this Scott Paley character. [SPEAKER_01] Paley. [SPEAKER_01] I'm breaking loyalty of Scott Paley.
SPEAKER_00
[SPEAKER_03] Paley, Sam. [SPEAKER_02] Paley. [SPEAKER_02] Sam, every news outlet except the information has a story about Scott Paley. [SPEAKER_02] Actually, I'm just realizing that if I leave, it's going to shut it all down. So, I don't think I can leave. Just start the hackathon with us.
SPEAKER_02
[SPEAKER_00] Okay. [SPEAKER_03] Well, well wrapped. [SPEAKER_03] So, great. Toy Story, then we're done. [SPEAKER_00] The first thing I need to talk about is that Disney spent $200 million on this movie. [SPEAKER_01] They've probably gotten like half a billion dollars of earned media through Taylor Swift. [SPEAKER_01] Yeah. [SPEAKER_01] Easily. [SPEAKER_01] Easily.
SPEAKER_00
[SPEAKER_01] And she was at the premiere last night. She sang a song. She sang, you've got a friend in me. She has billboards. [SPEAKER_01] There's so much happening. [SPEAKER_01] And she's getting married in three weeks. [SPEAKER_01] I was quite surprised to see her go out so far. [SPEAKER_01] At Madison Square Garden? [SPEAKER_01] Disgusting. [SPEAKER_01] TBD. [SPEAKER_01] It might be a hoax.
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Nah. Britt's got a good theory on this. [SPEAKER_01] Hey, she could get married in the woods somewhere. [SPEAKER_01] But she's still inviting 1,100 people to Madison Square Garden to celebrate her wedding.
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[SPEAKER_03] She needed security.
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[SPEAKER_03] But also, I think she's going to ask people to put on a show for her. [SPEAKER_00] She's not getting married there.
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There's no way. [SPEAKER_01] She's going to attend the concert she always wanted. [SPEAKER_01] I think Britt's right on this.
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[SPEAKER_03] That's what I would do. [SPEAKER_03] It's brilliant. [SPEAKER_01] I also thought about that. I think what she should do if she invited 11,100 people, but it was all of her enemies, if she got them in one place and then did the wedding elsewhere, that would be great. [SPEAKER_01] That would give me a lot of respect for her. [SPEAKER_00] If you're a smart wedding planner, you're actually telling everyone what the venue is, and then you're going to call them the day before or the morning of and be, gotcha, it's actually this place.
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[SPEAKER_02] And so...
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[SPEAKER_01] Okay, it's clearly some twists. [SPEAKER_01] I'm with you. [SPEAKER_01] There'll be some twists.
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[SPEAKER_01] It's a way to have a destination wedding. [SPEAKER_01] Oh, I'm so sorry. [SPEAKER_01] I told you Madison Garden. [SPEAKER_02] It's actually in Kauai. [SPEAKER_02] You can't make it. [SPEAKER_02] So sorry.
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It'll be within an hour or two of New York City, but maybe not the garden. That's my second theory. I think it's multi-day and that... Wait, this isn't the Thomas Crown affair. [SPEAKER_01] It might be.
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[SPEAKER_01] She is a suspicious woman, this mysterious Taylor Swift. [SPEAKER_02] She likes Easter eggs. [SPEAKER_02] She likes all kinds of things.
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[SPEAKER_01] So...
SPEAKER_00
[SPEAKER_01] Yeah, that's true. [SPEAKER_01] But Britt, I will say on the Toy Story, they're getting so... She is also carrying this out to a T. [SPEAKER_01] Her narrative is that this has been her favorite movie of all time. [SPEAKER_03] She brought the VHS, her childhood VHS copy for everyone to sign.
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[SPEAKER_00] So Disney's getting what it paid for because... [SPEAKER_00] For sure.
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She is promoting the living bejesus out of this. Also, she's going to the Knicks game tonight.
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[SPEAKER_00] Go Knicks.
SPEAKER_00
[SPEAKER_01] And I'm... No, go Spurs. Okay, keep going.
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[SPEAKER_00] Go Knicks. [SPEAKER_00] Very much go Knicks. [SPEAKER_00] But I'm totally... [SPEAKER_03] One might have thought she would have... [SPEAKER_00] She's basically doing a press tour for her wedding. [SPEAKER_00] She's just doing... [SPEAKER_00] I know.
SPEAKER_03
[SPEAKER_00] I thought she would be in hiding right now getting spray tans.
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[SPEAKER_00] She has to.
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[SPEAKER_01] Why does she have to? [SPEAKER_01] She should be getting spray tans.
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[SPEAKER_01] Yeah, she needs to be getting massages and spray tans. That's what girls do before their weddings. [SPEAKER_01] That's her life.
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[SPEAKER_01] She's got to...
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[SPEAKER_03] Got to be a whole thing. [SPEAKER_03] I don't know.
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[SPEAKER_03] I hope... [SPEAKER_03] Anyway. [SPEAKER_03] We'll do another update before the big event. [SPEAKER_01] Don't worry, everyone. [SPEAKER_01] Okay.
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From WWDC to Scott Pelley, I hope you dear listeners enjoyed.
SPEAKER_00
[SPEAKER_01] And you guys didn't even have to listen to us talk about mythos.
SPEAKER_03
[SPEAKER_01] I know.
SPEAKER_01
[SPEAKER_00] We did talk about SpaceX, though.
SPEAKER_03
[SPEAKER_00] The people who work with Anthropic call it mythos.
SPEAKER_01
[SPEAKER_03] What do we call it? Mythos? Mythos?
SPEAKER_02
[SPEAKER_00] Whatever.
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[SPEAKER_00] Fable. [SPEAKER_00] It's all for me, not for thee.
SPEAKER_03
[SPEAKER_00] Right?
SPEAKER_02
[SPEAKER_03] That's the story over there. [SPEAKER_03] Oh, my. [SPEAKER_03] Deep cut, Dave.
SPEAKER_00
[SPEAKER_03] Deep cut. [SPEAKER_03] I kept asking Claude to update itself to mythos. [SPEAKER_01] And you guys didn't even have to listen to us talk about mythos.
SPEAKER_03
[SPEAKER_01] I know. [SPEAKER_00] We did talk about SpaceX, though.
SPEAKER_02
[SPEAKER_00] The people who work with Anthropic call it mythos.
SPEAKER_00
[SPEAKER_03] What do we call it?
SPEAKER_01
Mythos? Mythos? [SPEAKER_00] Whatever. [SPEAKER_00] Fable. [SPEAKER_00] It's all for me, not for thee.
SPEAKER_00
Right? [SPEAKER_03] That's the story over there. [SPEAKER_03] Oh, my.
SPEAKER_01
[SPEAKER_03] Deep cut, Dave. [SPEAKER_03] Deep cut. [SPEAKER_03] I kept asking Claude to update itself to mythos. [SPEAKER_03] I was unaware of this. I'm going to say fuck you. I moved on. [SPEAKER_02] I love the meme, Sam 71, which is a normal situation translated to how Claude speaks.
SPEAKER_02
Husband and wife talking about dishes through Claude. You're right.
SPEAKER_01
[SPEAKER_02] I did make that mistake. [SPEAKER_00] I'll try harder.
SPEAKER_03
[SPEAKER_00] It's so good. [SPEAKER_00] Oh, I love that.
SPEAKER_00
I sent that to Dave. By the way, last theory.
SPEAKER_01
[SPEAKER_00] I think people are going to start talking like AI. They already are.
SPEAKER_03
[SPEAKER_01] I'm going to lead us out to the outro. [SPEAKER_01] Hey, listeners.
SPEAKER_01
I'm genuinely really excited you listened to this real talk amongst the four of us today.
SPEAKER_02
[SPEAKER_03] And what else could I say?
SPEAKER_01
That's very AI. No, you'd say.
SPEAKER_00
[SPEAKER_01] Any feedback?
SPEAKER_02
[SPEAKER_01] Zach, want me to suggest five more podcasts to listen to? [SPEAKER_01] Quietly in the background, I know that you were laughing while we were being ridiculous at the end of this show.
SPEAKER_01
[SPEAKER_03] Okay. [SPEAKER_00] I don't think we nailed that, but you get the point. My honest take is that maybe next week we should not end like this. How are we ending? [SPEAKER_00] We're ending by saying farewell. [SPEAKER_00] That's just your honest take. Enjoy your weekend.
[SPEAKER_00] Go Knicks. [SPEAKER_00] And we'll see you back here next week for another episode of More or Less. [SPEAKER_00] Bye. [SPEAKER_00] Bye. [SPEAKER_00] Go Spurs go. [SPEAKER_00] Bye. [SPEAKER_00] If you enjoyed this show, please leave us a virtual high five by rating it and reviewing it on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. [SPEAKER_01] Find more information about each episode in the show notes and follow us on social media by searching for @more or less, @Dave Morin, @Lesson, @Jay Lesson. And as for me, I'm @Brit. See you guys next time.
SPEAKER_02
She likes Easter eggs. She likes all kinds of things.
SPEAKER_01
So... Yeah, that's true. But Britt, I will say on the Toy Story, they're getting so... She is also carrying this out to a T. Her narrative is that this has been her favorite movie of all time.
SPEAKER_03
She brought the VHS, like her childhood VHS copy for like everyone to sign.
SPEAKER_00
So Disney's getting what it paid for because... For sure. She is promoting the living bejesus out of this. Also, she's going to the Knicks game tonight. Go Knicks.
SPEAKER_01
And I'm like...
SPEAKER_00
No, go Spurs. Okay, keep going. Go Knicks. Very much go Knicks. But I'm like totally...
SPEAKER_03
One might have thought she would have like...
SPEAKER_00
She's basically doing a press tour for her wedding. Like, you know, she's just doing like... I know. I thought she would be in hiding right now getting spray tans. She has to.
SPEAKER_01
Why does she have to? She should be getting spray tans. Yeah, she needs to be getting massages and spray tans.
SPEAKER_03
That's what girls do before their weddings.
SPEAKER_01
It's like... That's her life. She's got to... It's like got a whole...
SPEAKER_03
Got to be a whole thing. I don't know. I hope... Anyway. We'll do another update before the big event.
SPEAKER_01
Don't worry, everyone. Okay. From WWDC to Scott Pelley, I hope you dear listeners enjoyed. And you guys didn't even have to listen to us talk about mythos. I know.
SPEAKER_00
We did talk about SpaceX, though. The people who work with Anthropic call it mythos.
SPEAKER_03
What do we call it?
SPEAKER_01
Mythos? Mythos?
SPEAKER_00
Whatever. Fable. It's all for me, not for thee. Right?
SPEAKER_03
Like, that's the story over there. Oh, my. Deep cut, Dave. Deep cut. I kept asking Claude to update itself to mythos. I was like, I'm unaware of this.
SPEAKER_01
I'm like, fuck you. I moved on.
SPEAKER_02
I love the meme, Sam 71, which is like normal situation translated to how Claude speaks. Like, husband and wife talking about dishes through Claude. Like, you're right. I did make that mistake.
SPEAKER_00
I'll try harder. It's so good. Oh, I love that. I sent that to Dave. By the way, last theory. I think people are going to start talking like AI.
SPEAKER_01
They already are. I'm going to, like, lead us out to the outro. Hey, listeners. I'm genuinely really excited you listened to this real talk amongst the four of us today.
SPEAKER_03
And what else could I say?
SPEAKER_01
That's very AI. No, you'd say. Any feedback? Zach, want me to suggest five more podcasts to listen to? Quietly in the background, I know that you were laughing while we were being ridiculous
SPEAKER_03
at the end of this show.
SPEAKER_00
Okay. I don't think we nailed that, but you get the point.
SPEAKER_01
My honest take is that maybe next week we should not end like this. How are we ending?
SPEAKER_00
We're ending by saying farewell. That's just your honest take.
SPEAKER_01
Enjoy your weekend.
SPEAKER_00
Go Knicks. And we'll see you back here next week for another episode of More or Less. Bye. Bye. Go Spurs go. Bye. If you enjoyed this show, please leave us a virtual high five by rating it and reviewing
SPEAKER_01
it on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Find more information about each episode in the show notes and follow us on social media by searching for at more or less, at Dave Morin, at Lesson, at Jay Lesson. And as for me, I'm at Brit. See you guys next time.