SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN

And we have a special guest today, Rahul Sunwalker. Uh, introduce yourself for everyone who doesn't know. >> Hello guys. I'm Rahul Sunwalker, friend of John and Jordy. Um, founder of Julius. >> Yeah. How are things going? >> I don't personally think he needs an introduction. >> I don't think so either. Uh, it's Friday. Uh, bunch of tech news, bunch of random posts. The mansion section. Warren Buffett is stepping out for his famed charity lunch again. He's done these for years. A mystery bidder. I wonder if we'll if the mystery bidder will be unmasked at some point. Mystery bidder just bid over $9 million to win an auction with the Oracle of Omaha. Which would you pick? $9 million in your bank account or lunch with the Oracle of Omaha. >> Oh, I'm taking lunch with Oracle of Omaha any day. >> Any day. Okay. >> Any day. What would I do with $9 million? >> You can buy Bergkshire shares. Let him let him do work for you forever. >> He Rahul lives in SF, right? Yeah. So you come at nine, you're going to get out bit. >> Okay. >> Right. So what are you going to do with nine? >> Well, nine is down. So if you look at the the the the chart, there was a sort of a slow takeoff in the price of these winning bids for Buffett lunches. Mystery bidder just paid over 9 million to win an auction with the Oracle of Omaha, who last participated in the event in 2022. He took a couple years off 2020. Of course, COVID took it off 2021. Made a comeback in 2022. And there was massive demand because previously this was a $2 million launch originally in 2003 it was just a couple hundredk but then it spiked to almost $20 million. Uh the year's winning bid is a steep drop from the last time Buffett participated in the >> but the trend the trend is quite positive. >> I think it's pretty good if you interpolate this. He's still he's still raising multi-million set. So here's what I'm curious about. >> Yeah. >> So it's a mystery bidder. We have no idea why they bid. Yeah, we just know they want to go to lunch, right? We know they want to be at lunch, right? Delicious lunch. >> There's a there's a different groups in attendance, right? You have uh Steph Curry and his wife. And so there's a possibility that this person just wanted lunch with them, right? Um they could come in and say Warren, you know, keeps kind of like >> he wants to be friendly, right? So they paid a lot, so he's trying to engage and they're just like, >> "Really, dude? I paid $9 million to have lunch with Steph Curry and you're trying to constantly get awarded. What's going on?" And uh and so yeah, we don't know if this is just a a basketball enthusiast, someone someone that wants to talk about how the game is. >> Yeah. Hard to sort of disentangle until you figure out who the mystery bidder is. Are they courtside uh every game or are they at the shareholders conference? Uh at 92, Warren Buffett said he ran out of gas. The spirit remained eager uh but the flesh became progressively weaker. That's a wild quote from Warren Buffett. >> And what about this one? He said both the money and the message remain important. Wait, that's not that crazy of >> the money and the message. >> I mean, if you say it if you say it like he's selling like a course. >> Yeah. Yeah. >> Then it sounds significant. >> Uh well, we have a question for you. So, there was a uh article in the Wall Street Journal earlier this week. Typing is being replaced by whispering and it's way more annoying. As a CEO, as a startup founder, I want your take on workplaces that are starting to resem resemble high-end call centers. Only these employees are talking to AI. And so, uh, they start with a they start with an anecdote about working from home. Normally, this couple would be typing on the keyboard, but now they're dictating to codeex and claude code. And over at RAMP, uh, engineers sit at their desks wearing gaming headsets so they can talk loudly to their AI assistants. What do you think? Should the future of the office sound more like a sales floor? What do you think? >> I think uh for on one side, I'm pro this trend of like talking to your AI over typing because I can audit what people are typing in the office. You know, what are they what if they're typing on Instagram or a Twitch live stream? Okay. So, if you're just walking and they're saying scroll, >> scroll, >> scroll. >> Yeah. >> Scroll, >> scroll. >> Yeah. >> Then there might be an issue. >> Yeah. Yeah. Why Why are you doing that on the company time? >> Sure. Sure. Sure. >> If they're like talking to the AI like, "Hey, make me like a >> No, it's more more accountability." >> More accountability. >> On the other hand, it's like I don't want to hear your prompts. >> Sure. >> Like if if somebody read my prompts, I would be so embarrassed. >> Okay. It's kind of like, you know, >> what's your what's your May 2026 approach to approach to prompting? >> My May 2026 approach to prompting is I've completely I've completely given up on like yelling at AI. >> Like just freaking do this. I've stopped doing that. >> Okay. >> And I'm like good now. >> Yeah. I do more like cognitive behavioral therapy with with AI now. Like I do more CBT. I try to like reassure the AI. >> Oh, set it up for success. >> Yeah. Yeah. Yeah. You can do this. Like think about think about you know you're you're like Palmer Lucky. >> Yeah. >> And you can design this like new piece of hardware that's never existed before. >> Yeah. >> Um so I I do more of that. You know up until 2025 I was more yelling at the AI. >> Yeah. >> Um >> I've completely dropped out of the whole like don't make mistakes, don't hallucinate. I feel like all that's been either baked into the pre-training or post-training or it's like even in the system prompt already. Yeah, >> I used to have the thing that annoyed me for a while. So, it's not this, it's that or hyphens. Those types of things were just tells of AI written content. And I had a special prompt that would inject that in every thing. It would say, "Hey, don't use the it's not this, it's that. Don't use uh contrastive parallelism or antithetical parallelism." Uh, but I since ripped that out and just went back to default and it feels like like all the firms sort of fixed the the base training so that it's not as like uh clankery, I guess. >> Yeah, absolutely. I mean, I feel like Warren kind of ripped one of the models too, you know, when he said the spirit is eager but the body is weaker. >> I could I just >> He's uh subtweeting. >> Yeah. >> The models, the labs. >> Yeah. Uh, what about this idea for a gym that's themed like the Rainforest Cafe and there's even a thunderstorm every minute, every 20 minutes. Have you ever been to the Rainforest Cafe? >> No. What is the what is the Rain Rainforest Cafe? >> Rainforest Cafe is a themed restaurant where you walk in and the there's rainforest all around you and there are statues of animals. And the special thing about the Rainforest Cafe is that it's it's not just like, you know, you go to some steakhouse and they have some pictures on the wall because showing the lineage or you go to an Italian restaurant and you see pictures of celebrities that came in and signed. It's it's not purely decorative. It's actually interactive. And at the Rainforest Cafe, every 20 minutes there's a thunderstorm and it plays very loudly and it actually like draws your attention away from whatever you're you're talking about. Uh, it's a it's a brain rot restaurant basically. That's what Rainforest Cafe is. I can't believe you haven't been. You should go. Tyler, have you been to Rainforest Cafe? Yeah, >> I have to go there. >> It is. They really go over the top of the decor. Look at the table. It It looks like AI slop, honestly, on the table. Uh, is this real? >> That's because many of the leading labs trained almost exclusively content from the rainforest. >> From the Rainforest Cafe. Have you ever been to the Rainforest Cafe, Tyler? >> No. >> Has anyone been to the Rainforest Cafe? Okay, we got a couple Rainforest Cafe enjoyers in the TV panel today. Uh, but a gym with a theme. Would you go? >> I feel like we're kind of reinventing like nature from first principles right now. You know, >> you might just want to go to the rainforest, lift. >> Just like lift heavy things like go outside like lift rock. >> Yeah, lift rock. >> So, uh, so this this poster suggests that all the machines would be painted to look like they're made of bamboo. The leather is fake leopard print. Someone get me in touch with the mayor of Miami. This would go crazy over there. Men are allowed or perhaps required to wear loin cloths, uh, etc. It goes other places. And then he starts drawing out what it would look like. Our the the gym that we worked out in today has a little bit of a theme to it, but it it's not too on the nose, but there is you notice the machines have like some decorative stuff on it, and it feels like they went one notch further than just the standard gym equipment, right? >> It's a little flamboyant, I would say. Yeah. >> Yeah. Uh well uh I wanted to ask you about uh schemes that are allegedly taking place in Silicon Valley these days. Uh rev swap.ai. This seems like a joke. This seems like a like a drop uh designed to go viral. Uh Harry Ragavan says in case you're wondering this is the stage of the market we are at. And the idea is that you trade dollars with other startups and you book it as revenue. So, Rev Swap AI is the first the world's first peer-to-peer revenue laundering platform. See, it's got to be a joke at that point. Uh for for SF startups, you give us $1 million, we give you 1 million back. Now, you have 1 million ARR math. Start swapping. Uh how >> Yeah, the problem the problem of the problem with these is it's funny for uh people that are like maybe closer to the inside, but this got half a million views. >> Yeah. So that means there's hundreds of thousands of people that think this is like a real thing. >> Yeah. They either they either think they're they're doing a startup and they should do this or they think they're outside and they're like this is how bad startups are. And I don't think many startups are doing this. But uh if you've talked to VCs is like quality of revenue coming up, revenue concentration circular revenue deals. Is any of that coming up these days? I think I think uh investors deeply care about all of those things and good investors still do their due diligence when investing in companies. Um especially when they're at a mid to later stage, right? >> Sure. >> Um but really like where do you draw the line, right? You see Nvidia investing in a lot of NeoClouds that go buy >> their GPUs. um they help start these new new clouds and then you have um of course like uh Nvidia investing in in AI labs that end up being like downstream consumers of these >> of these um uh these GPUs and so like I think in in a way like yes it's kind of like a revenue swap where you're investing in a company and then like they're kind of like buying your product um like trading dollars um but um so I think there's like uh in some places it makes sense in in some certain context in the if if you're a founder though and if you're an early stage founder if you're just like going for this you have to ask yourself like okay what am I really in this for like am I here to like build a business and build a thing that people want or am I here to just like >> lar yeah and a lot of people do play like f founder as opposed to like building a business building a company >> yeah but this is also like a crime >> so it's not just laring like I don't actually >> you just close it if you're just like yeah we have this weird circular deal you should probably discount it zero. That's not wire fraud. Like if you're disclosing it, like the the wire fraud is only when you are stating one thing as another. Like you're lying. If you're not lying about it and you're just like, "Yeah, we have this weird circular deal where we pay this company, they pay us, you should probably not give us any credit for that in our valuation." >> Their entire life is a LAR. >> Uh the big news today is of course uh Bernie Sanders AOC introduced a bill to pause all AI data center construction. I want to know within this bill how they are defining AI data center. Of course, GPUs are are graphics processing units. You wire a bunch of them together. You can do AI, you can do machine learning, you can uh you can render CGI films. There's a lot of different uses. And I wonder how they're grappling with that definition. But 300 local bills have been 300 plus local bills have been filed. Half of planned 2026 data centers are facing delays or cancellation. Each one brings billions to local economy, says Gary Tan. Uh the people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system. Uh Sanders and AOC are straight up sabotaging the economy, says Nick David. No spy or arrival country agent can achieve what local useful idiots can. And so people are going back and forth about the data center construction ban. I wonder how this will pencil out. Elizabeth Warren says, "A single AI data center uses as much electricity as a 100,000 households and utility companies are passing the upgrade costs to you, not to the trillion dollar tech giants." That of course was attempted to be addressed by the rateayer protection pledge, but it is early days and so we'll have to see how that pans out. >> Yeah. And this is the same bill that was introduced in March. >> Uh but it's continuing to pop up again obviously as they try to move it along. >> But uh it hasn't passed committee yet. It doesn't obviously have like bipartisan support. Yeah. >> Very unlikely. And there's a lot of geopolitical considerations. Uh Anthropic put out a big uh essay today around uh different uh different resolutions to USChina competition in age of AI. uh some very obviously they are very uh aggressive about uh don't lose the lead continue to build data centers but the nimism the noise complaints the environmental concerns like all of these things do have to be addressed in a democratic society uh if we are to move along smoothly Tyler >> uh yeah so so just for like the definitions how it's defined so a data center is defined as a building uh that has more than uh 20 megawatts maximum power capacity or total peak power that are used to deliver 20 kows or more to a single server rack or to use liquid cooling to individual hardware components. >> Mhm. >> So, >> yeah, I'm just wondering if we're going to get some weird some weird workound where okay, instead of like one big building, you get a thousand smaller buildings that are all >> So, it also says uh like a building that's contiguous or adjacent to another building that's so I think they >> so they'll have to put some like trees in between them or something. I don't know. I I I just like every time there's a law, people will find a way around the law. And so uh I'm I'm very interested to see how this winds up uh changing. It could change it for good, you know? It could be like, okay, yeah, like like clean energy and it's underground and it doesn't it's not noisy and uh it doesn't it doesn't create it feels like the real the real the real issue at debate is like passing the cost on to people who don't benefit. a negative externality which the government has been internalizing negative externalities. Yeah. Since its inception and so there's certainly a good outcome but uh it it uh it will be >> almonds are catching some heat from JCAL. >> Oh yeah >> he is showing uh almond versus almond production versus data center water consumption from 1999 to 2026. And yeah, everyone has been saying for years, even prior to the to the AI boom, uh just how much water almonds use. This was particularly top of mind when California was in a massive drought and you drive through different parts of California and it's just almond trees as far as the eye can see. >> Almond trees and uh so anyways, almond almonds uh catching strays. >> Yeah, I don't know. Oh, I mean you look at this and you think about the growth rate in this year, like you can see that the blue line is ticking up and you can see that the red line for almonds is flatlining. And so uh if you are extremely aggressive about counting thems uh and you project this out uh a couple years uh you could see these two things flip. But of course there are ways to avoid situations like that with water use increasing uh such as what Blake Shaw proposes which is closed loop cooling and uh booms superpower turbines that don't need any water. Uh and uh you can avoid all of that. But the whole water debate seems like not the focus of the Sanders AOC proposal. It seems much more focused on generation and upgrading the grid which is expensive and is real. Everyone knows that data centers do use a lot of power. No one's saying that uh the that the high energy intensity is fake news even though the water uh debate was a little bit uh it was it was sort of quickly debunked. Uh the energy debate has not been debunked. And so there is a need for more clean energy, more power, and more grid upgrades that are not uh visited upon local communities. The big question that we were trying to answer, and we're going to try and get someone on the show, if you were attempting to build a data center that had 80% approval, like what would that look like? What is the Ezra Klein abundance vision for a data center? It's probably powered by clean energy. It's probably somewhere somewhere very remote. Uh Brandon was talking about uh the the 40minute commute. The 40-minute commute is something that many Americans do. Uh and it is not insurmountable and he was just reflecting on if you're if you ever driven in or around Las Vegas, if you drive 40 40 minutes in any direction, you get to a lot of lot a lot of empty land where certainly a big building is not going to be an eyesore. You're not going to be able to hear 60 dB from 20 minutes away. Uh, and there is a lot of land, but that hasn't been the default uh, construction methodology for a lot of data center constructions. >> Yeah, this is like the the uh, TSMC plane in Arizona is like basically 30 minutes north of like central Phoenix. >> Yeah, it didn't seem like there were any houses. >> Yeah, you basically go over a little like hill and then it's just like completely empty land. There's a massive uh, fab. It's thick. >> I like that. I learned an interesting fact which is that Apple has a secret fab. They have a Silicon Fab in Silicon Valley. They bought a fab for I sent you the uh I had to fact check this because I saw it and it was framed as like this secret like you know terrible thing. Um it was not that uh it's not that scary. It's uh they bought it for $18.2 million. It's a 70,000 square foot facility uh owned by Maxim previously. uh they bought it maybe in 2015 and it was controversial because they were fined by I believe the EPA for uh for some uh mislabeling of waste uh and air emissions controls. Uh but it was a pretty small fine. It was something like uh a couple hundred thou maybe $200,000 and it seemed like they might have just had a mistake >> brought down the hammer on him. >> Yeah. Well, I I think it was like like, you know, the air conditioning duct was slightly misconfigured. It was not like a nuclear waste spill like destroying the whole town, but it was uh controversial obviously because Apple wants to be as clean and environmentally friendly as possible, which is why I le I lean into they don't want a massive like they're they're not even a scaled chip manufacturer. This is a prototype facility. Uh they manufacture between 600 nanometers to 90 nanometers. way different than what's happening at TSMC with two and three nanometers. So, it's not a secret facility in the literal sense. Uh the secret fa fab framing comes mostly from critics and whistleblower coverage, not because it was known unknown to government or industry. It was licensed. Uh EPA says the Apple facility on Scott Boulevard. So, maybe that's your next trip, Tyler. You're going over to uh where is it? It's uh in Santa Clara. in Santa Clara um on Scott Boulevard in Santa Clara generated hazardous waste and had RC violations in 2023 and 2024 which they made fixes for and they paid a $261,000 uh penalty. It's 3250 Scott Boulevard. If you're in Santa Clara, go stop by Scott for their service. >> I didn't know you had a boulevard named after you. >> Uh it's very funny. So uh the XAI co-founder uh Eigor Babushkin is planning to raise up to 1 billion at an up to5 billion valuation for a new AI research startup with General Catalyst possibly leading. Why is Tyler laughing so much? >> Rul had a good post earlier. >> Oh yeah. Okay. >> GC has a very high moral bar. So I don't think Igor will be continuing to work on Anie. maybe >> and uh some of the other features that that XAI might be focused on >> might be pivoting. Anyway, we should go over to the journal because the mansion section uh has a very interesting story today about a 40-year marriage built one gut renovation at a time. If you want a successful relationship, buy 10 houses over four decades and constantly be renovating. I think there's a lot of truth in this. Let's read the story. I'll give you my take. So, one Oklahoma couple spent decades and roughly $14 million buying, redoing, and selling eight properties around Tulsa for their ninth production they've built from the ground up. They say for them, it's an adventure. Ann and Mark Pharaoh are real are a real estate wildcard. Always at home, never settled. Over 40 years, they've gutted and lived in eight houses around Tulsa. They built the ninth they built. Together, their house transactions have totaled about 14 million. and a portfolio market by uh a portfolio market by reimagined floor plans and re and high-end finishes. Their latest, a 7,200 square foot build, draws on everything they have learned since their first renovation in the 1980s. Now, even the pharaohs wonder whether the journey is over. This house would be hard to duplicate, says Mark 67 67. Uh who the Wall Street Brain rot journal at it again. Turning turning 67 in 2026 is brutal. >> They they also profiled an entrepreneur who's 67 who just started a company. Weird company's ripping doing well. Never too late to start a company. Yet resisting another fixer upper won't be easy for the couple who rejected being called flippers. Instead identifying as serial renovation lovers. I go through withdrawal without a home project, says an 63 who's retired. Uh while nine home projects would send most couples into mediation, the pharaohs view logistical nightmares as their as a shared thrill. Their secret radical honesty and speed. For us, it's an adventure. Mark says >> these are real operators >> there. No, no, they this is a team. This is uh you're looking at the uh the Collison brothers, the the the family business builders of uh of real estate. We we should scroll through the actual images of the house because they got started pretty small. $86,000 in 1986. Uh they bought uh the starter home. They sold it in 1993 for 97,000, held for 9 years, only made 10%. But uh that was the that was where the adventure began in 1986 with a Cape Cod style house. It was 2,000 square feet. Uh interior was complete with a lavender for mica countertops and a wet bar. their first construction project, closing in uh closing in an office to make an extra extra bedroom. Uh interesting. You know how alcohol sales are falling off a cliff? >> Yes. >> And there's like uh oh, who was it? Derek Thompson had a good post about this and he sort of enumerated all the different reasons why alcohol is falling off a cliff. He posts a lot. He posts a lot of good stuff. Where can I find it? Alcohol. Alcohol. Um wow, he does post a lot. So, uh, off the top of his head, secular anti-alcohol trends, GLP1s, post 1970s rise of helicopter parenting reaction to the binge drinking spike of the late 20th century. There was a binge drinking spike in the late 20th century. Oh, that was like the CKY, you know, Tonnie Johnny Knoxville era. I suppose that probably led to a lot of that. >> There's also a power law in binge drinking, >> right? >> Yeah. They say what 1% of the binge drinkers do 99% of the binge drinking something like that. >> No, I think it's actually like 10% of people that consume alcohol consume like 90% of >> Yeah. No, this is the alcohol. This is this is true even for the uh like you think about like the the the market for Budweiser or beer brands and you think about like the college party getting a 30 rack, but in fact the vast majority of the revenue is driven by the like Johnny six-pack which is like a guy who gets off of work at 5 and picks up a six-pack on the way home on the drive home and doesn't go for doesn't buy in bulk because if he gets the 12-pack he won't be able to stop drinking after six and he'll be hung over for the work day to the next day. Uh, and so it's six-pack every single day. And this was like a thing in America for a very long time, but it doesn't seem to be happening. You got to keep those agents running at all times. Drunk. >> All right, guys. Yeah, let's cut it out. >> And let's see. Uh, so phones are apparently killing teenage partying uh because everything's uh on video. I suppose you get so you don't want to be in like compromising situations in the surveillance state supposedly. a surge in young adult fitness, dancing clubs down, running clubs up, and the general rise of health maxing culture among both liberal yepies and maja devotees. So huge collapse in drinking among uh high schoolers. It fell in the 1980s. It was 92% of 12th graders who had ever consumed alcohol. This year, 47%. That is remarkable. There's also a substitution effect between alcohol and cannabis. Uh significant proportions of cannabis use led to less alcohol. Uh sort of mixed bag there. And I think non-alcoholic beers getting pretty good is a small part in this too. So there are lots of reasons why it's down. And I wonder if we will see the next generation of real estate development stay away from the wet bar. Like you like as you look at houses, wet bar is not at the top of a lot of people's lists. You know, they want home office because of COVID, work remote, they want sauna, uh pool, uh playroom, uh maybe movie theater. Now, I think I'm weird on that one, but uh wet bar, >> clearly movie theater still >> I would say movie theater is above wet bar for most people. >> Yeah. >> But wet bar used to be like you got to have it. like it was in a it was in a 2,000 square foot house like a like it was in like a starter home that cost $86,000 and the and the builder or whoever lived in this house was like well we got to have a wet bar here so let's do that >> 2026 was the year the wet bar and home home data center swapped >> you think the home data center thing is going to take off the tiny boxes are going to be stacking up >> did you see >> that Matthew Mccah once exiled himself from Hollywood and lived as Matteo >> what >> in Peru True. >> No. Is this real? >> For 22 days without electricity. >> Oo. >> He said I needed to get my feet on the ground. So I clicked out. Boom. Go to Peru. I needed to find it to check the validation. I knew I had it. I just had to go prove it. >> But I did question now that I just got famous. I've got all this affiliation for this and that and the other and I'm trying to decipher which part's real and which part's BS. I needed to meet people who knew me as Matteo. And at the end of 22 days, the tears in their eyes and the tears in my eyes and the hugs we had on the sadness and happiness of saying goodbye were all based off of the man they met named Matteo who had nothing to do with the celebrity. It reaffirmed my own identity that oh, I still got it. This is based on me. >> Uhing there might be alpha in going to Peru, adopting a fake name and living for 22 days without electricity. Yeah, >> because every time I hear Matthew speak, there's always some wisdom that comes through. >> How did he pull this off? >> You missed your opportunity to go to China this week and just simply post a picture and say >> uh thank you for thank you to uh China for allowing me to be here in your incredible country during this incredibly significant visit. But it's not too late to go to Peru. Lamborghini says they are proud to announce the Lamborghini Phenomini Phenomino. I cannot pronounce this. Roadster. It's the most powerful open top ever created by Lamborghini. Limited to 15 units. Look at this, Jordy. Tell me what you think. >> I'm looking. >> Uh, okay. Uh, powered by an iconic 1080 CV. Sounds like a Nvidia graphics card. Uh, naturally aspirated V12 hybrid HPV. Sorry about that. Um, got a little bit too much diet coke. Uh, engineered with an aerospace inspired carbon fiber monofuselage, advanced active aerodynamics, and capable of zero to 100 kilometers an hour in just 2.4 seconds. The Roadster delivers pure performance with uncompromising driving emotion of V12 Symphony. Say >> pretty odd in 2026 to release a supercar. Yeah. >> And not talk about onboard supercomputing. Hm. Okay. >> What what kind of like models can I expect to run locally? True. >> While I'm driving, right? So, that's the first question. >> Unironically, Tesla has great onboard compute. Uh, and it is a lagging feature. Have we talked about this? Like it is so crazy that the LLM like chatbot race is so intense and you open up the app store and it's chatbt Claude Gemini Chatbt Gemini Claude and then even Grock is in the game. Meta has met Meta AI now like everyone is training a foundation model and and or wrapping something and having a chat interface and every company is like has a has an answer has a solution. Apple is like the most far behind. They still have a chatbt integration. They're solving the Gemini thing and they're maybe like a year or two behind in terms of like the knowledge retrieval use case that is in so in in such high demand. And if you have an iPhone, you get the Chat GPT app, the Cloud app, the Gemini app, like you you you check that box really really quickly, right? And so every tech company, Microsoft Copilot, like every company has had like an answer to like how are you integrating LLMs? How are you answering questions? H what's your chat interface? Like ramp has a chat interface. It's really good actually and it works and it's implemented and they're not five years behind, 10 years behind, but every car company is like 10 years behind Tesla. It's crazy that no one that they haven't been able to figure out how to just like clone FSD into Rivian and and GM has super cruise which is nowhere near as effective because it only works on certain roads. SpaceX accelerates IPO timeline targets June 11th pricing on >> the NASDAQ. So they went with >> maybe >> they went with uh it says it says June 11th and Reuters. We're less than a month out and interesting that they're going with uh NASDAQ. This would I imagine get them allocated into QQQ really quickly. Uh and I know that was a priority ETFs. >> Yeah. during this during this process. >> That will be exciting. >> Chad GPT launched personal finance features. >> Yes. And this was in partnership with Plaid, right? >> Yeah. I think Plaid's under the hood. >> This is really cool because we were talking with it. We were talking to Zach about we were like, "Oh, like like I have to imagine that a lot of people are starting to use Plaid along alongside LLMs to suck in all of their per personal financial data and sort of understand what they're spending things on and and doing a lot of the, you know, there's a mint.com there. There's different services that can do little pieces here and there. There's a whole service that just figures out if you're subscribed to multiple things. I have two Netflix subscriptions. let me consolidate that down. Even just knowing, okay, you're spending a lot on gas now or groceries. Is this what you expected? Um, all that can be helpful. And and and Zach was sort of quietly admitting that he has clearly been very AI pilled in conjunction with Plaid and had been wiring up all of his personal finances to dashboards that he'd been building. And so I imagine that a lot of that was brought into this product. So excited to see people play around with it and ask questions. I like this uh this cartoon from Dip Row in context learning in LLM. Tyler, you can probably explain this. The man walks out with his robot to paint the fence, paints two full planks, starts painting the third plank, gives the paint bucket to the robot, and says, "Continue." The robot says, "Got it." And as you scroll down, what did the robot do? repeated the pattern perfectly, not painting the third thing. You think this is solvable? >> It doesn't generalize. >> Doesn't generalize. >> Joke, I guess. >> Do you think this is possible? Do you think this is solvable? >> Yes. >> What time What time do eagles start hunting? >> What time do eagles start hunting? I don't know. >> Just after sunrise. >> Just after >> What time do sharks start feeding? >> Just after sunrise. >> Dawn. >> Dawn. Okay. Okay. >> So, do you if you want to be a shark or an eagle? >> Okay. >> Get up and get after it. Uh, thanks for hanging out. >> Yeah. It's been really classic show. This feels like a fall 2024. >> It's a great show >> episode. We hope you enjoyed it. >> Leave us five stars on Apple Podcast and the Spotify. Sign up for a newsletter at tvpn.com. Have a wonderful Monday weekend. >> Another flashbang. >> Goodbye.