Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN

We're breaking down our super bowl experience. You know, people call us the sports center for the LinkedIn crowd. It's always been funny because we mostly focus on X and RSS feeds.

0:02

Well, that was the first football game we saw this season. Yeah, yeah, it actually was.

0:10

It was the first football game I've been to in maybe a decade. I don't know, it's been a while. But we do try and bring that SportsCenter energy to the show. You know, we try and bring the high energy to tech and business reporting.

0:15

Apparently it was not the most exciting game.

0:26

You know, we had this, we had this running joke for a while. You know, we're most excited about the ads. It's a little, it's a little played out at this point because some people say that just as a reflection of like they don't like sports. We say it because we actually like the ads.

0:29

Right.

0:41

Because we like advertising and commerce. But, you know, we, we participated in the super bowl hype train. I was very happy with the success of our campaign. Super bowl is like a relatively minor event in the calendar for tech people. I feel like, you know, wwdc, Davos, Sun Valley, like of the things that everyone collect around Super Bowls on the calendar for a lot of people, but not top line for everyone. It's not. You gotta be there. But we were able to run a regional ad in the Bay Area, which we mentioned on the show.

0:41

And I guess it was all over California.

1:12

Yeah, it was all over California.

1:14

People text me from Southern California too. I gotta pull up his post because somebody yesterday thought that they were hallucinating. This guy Chip Rogers on X said hallucinating and then he said, Jordy Hayes ohn CooganVPN on the pre game super bowl commercial. And I was like, no, it was real. It would have been insane to just be like watching NBC or watching the. And then you just get.

1:15

You're watching tvpn.

1:42

He probably was like, did I sit on the remote or something?

1:43

Yeah, and I accidentally clicked off the stream or something. But no, it was a cool moment because obviously people see view numbers on clips and they see follower counts. We just hit 200,000 on X. We're very excited about that. And they see the guest lineups. But there's something different about actually seeing the patchwork of all the different logos of everyone who's participated in the show in one way or another as a guest. The other super bowl little tomfoolery we engaged in was we launched Claude with ads. Obviously we'd been Joking back and forth about Anthropic launching a Super bowl ad, kind of taking a shot at OpenAI or other LLMs that might put ads in there. What does that mean? Is it going to be bad? And so of course, we had to create a wrapper. Thanks to the Opus 4.6 API and a lot of tireless work from Tyler Cosgrove over there.

1:46

Yeah, really amazing execution.

2:31

Great.

2:33

Went from Idea Friday morning to product that thousands.

2:33

Yeah, actually like, a lot of people.

2:38

7,000 people have like used it, played around with it.

2:40

8,000 people signed the petition to bring Claude. To bring ads to Claude. That was your line, right?

2:43

Yeah, yeah, yeah. It's also, I think this is actually important for a lot of safety people to think about. Right. Because this is actually a very good example of misalignment from Claude. Right. Because I used Claude to build this. I used Claude code.

2:47

Right.

2:59

And so this is Claude acting in defiance of Anthropics stated principles.

2:59

Yes. And throttling is anti ad. And yet Claude, the model they built allowed you to add ads to Claude. That's textbook mislinding.

3:03

I think the safety people need to be.

3:12

They need to study this.

3:14

Nah. In the chat says Sholto has left the chat. We were with Sholto yesterday at the Super Bowl.

3:14

He had fun.

3:19

He was having fun with it.

3:20

It is just tomfoolery. So the site will be going down later today. Your last chance to give it a whirl.

3:21

Is today your last chance to get totally free access to. To Anthropic's most powerful model?

3:28

Yes. I was very surprised by how well claudewithads.com did, given that we tweeted a link. There's been debate over how nerfed are links on X. We got a ton of likes and views on this and it seemed to work very well. So maybe that bodes well just for, like, it's a weird link and it's worth clicking on. But also, I just think that the whole X algorithm is less punishing to links these days, which is exciting. And, you know, we've always had this shtick that we're extremely pro advertising, have been very aggressive about finding funny ways to integrate sponsors all over tvpn. We have the turbopuffer, we have our console laptops, we have all sorts of stuff. The Axon Gong, the Lambda Lightning Round, et cetera. And I've always thought, I'm working on this metaphor for the show. Like, how do we think about the show? And I like the metaphor of. We think of it like an F1 car. There aren't all that.

3:34

You've always said it's an F1 team.

4:21

F1 team. But I think the metaphor can be extended because the number of people that actually go to every single race in person is pretty small. And so is our community of people here in the chat. We love all of you.

4:23

Ryan says, I put my dad onto tbpn. I got excited seeing the ad and he started asking me about it. Convert it. There we go.

4:35

But you know, the number of people that watch a little bit of an F1 race or the highlights or the drive to survive, and you can think about diet TVPN as sort of the drive to survive of tvpn. You know, you're not sitting there watching the whole thing live. It's a little bit more condensed, a little bit more editing, and then the clips are sort of just, you know, you're aware that Red Bull has a team and you're aware that Ramp sponsors tvpn. What's this?

4:42

No chat. Rookie Tyler was learning to muddy spread when Chad's, Jordy and John were beer maxing with the Patels. Turns out Tyler vibe coated Claude with ads. But can't money spread yet.

5:03

He botched it. Fires back.

5:16

It's cause they're like brand new bills, so it's harder.

5:18

Oh, there we go. Get those glasses on. You gotta look the other direction.

5:20

Should we get into some of the ads?

5:26

It's very fun. And we spent most of last week, like obsessing over the inter lab vibe wars. Like, how is OpenAI responding to anthropic? And as we'll see, like, this was not the story of the super bowl at all. The story of the super bowl, even from a tech perspective, it was much more about how is tech communicating what AI can do broadly to, you know, the largest swath of Americans and like broad stakeholders and voters possible. You know, there's debates over data centers, crypto, gambling, weight loss, drugs. Like there's new technologies and society's grappling with those. And the super bowl is actually like a very interesting place to go and make a case for how you want this technology to be integrated into society, you're making a case for how it can be used positively, all of these different things. And even though it's fun to focus on, like, you know, oh, should Claude have ads or should ChatGPT not have ads or whatever, like, there's a much bigger discussion that's happening at the super bowl and I think that's what we should be running through as we react to these Super Bowl Ads ranking the.

5:28

Claude super bowl ad in the moment surrounded by people that aren't all terminally online. 80% of the people here don't understand that ChatGPT speak when the second speaker talks and we're confused or tuned out.

6:21

Yeah.

6:30

So that to be explained.

6:31

It's sort of iconic to me because I use ChatGPT voicemail.

6:31

I've seen those and I've seen those.

6:35

Reels where it's like.

6:37

It was like perfect execution.

6:37

Great question.

6:39

For X. One of the other challenges is again, we weren't seeing it live, but apparently the ad was much shorter. There was one ad during the game I kind of expected them to run. Try to twist the knife. Really Mog. Anyway, so they toned it down a bit and horns had to be explained by the AI bros. Which was as bad as it sounds. While this ad speaks well to the early bell curve, this might have been too early for a mainstream investment like this. Overall, I think, I think they had a lot of fun with it. Yeah. It clearly was not. Can't have been that expensive because it was like four scenes. It was like four one day shoots.

6:40

Yeah. Probably. I think we're going to get the team on who did it. Mother.

7:11

Yeah.

7:14

Because it is beautifully shot and it's. And I think it's funny.

7:14

They basically made OpenAI way overreact. Yeah. Like their quarters actually seeing the way that the ads went yesterday. Maybe they sort of. Maybe they didn't need Sam and this and the entire team like, you know, Streisand affecting it.

7:17

Well, this was what Rune was posting. He was like, it's the. It's the blue shell and it like it successfully like rage baited everyone.

7:32

Yeah, they got rage baited.

7:38

Yeah. But I mean they've known. OpenAI's known that they've had to be very, very clear about the way ads will get integrated. Because when you. When you think ads and LLMs, you immediately think what we built with Claude with ads, which is.

7:39

And then they did deeply update it. They said there is a time and place. Instead of ads are coming to AI but not to Claude, they updated it and said the new copy is there's a time and place for ads. Your conversation with AI should not be one of them. So I wonder what pushback they got. This doesn't hit quite as hard, even though it is probably more authentic. Right.

7:51

Where did Claude land in the App Store? We were wondering about that. Right. It was at 36 or something when we were looking at it last week.

8:12

Yeah. It's at 23 right now that's not bad. So it's like up, up maybe 10.

8:21

Yeah. There's a bunch of stuff that moved. I mean just looking at the top, it's like peacock. Okay. That's watching the big game. NBC app. That's the same thing. NFL app. Obviously that's sport. Super bowl related. Same with NBC Sports. There's just a number of apps that jumped just by default.

8:25

My first time seeing a Temu ad was crazy.

8:40

Yeah.

8:42

It was like the copy shop. Like a billionaire. It was funny, was so insane. And yet I think it actually in hindsight kind of works because everything's so cheap. People don't have to look at the price.

8:43

I guess that's the, that's the thesis is like to a billionaire a couch feels like five dollars. So here's a five dollar couch.

8:52

An apple or something like that.

8:59

Okay.

9:00

Yeah. One thing I'm interested to see. Oh the way the super bowl buys work. They make you buy ads in the Olympics as well. Yeah. And so if you're watching the Olympics today or tomorrow, I guess we're going to have an Olympics. We are forced to like we should.

9:00

Do a whole nother victory lap. We're taking our. It was so successful. We're taking it to this, to the.

9:14

We're taking it to the slopes.

9:19

The slopes.

9:20

But. But we'll. We'll be interesting is if various labs or other companies run like longer ads.

9:21

Yeah.

9:27

It's not. Not quite as expensive. We'll see.

9:27

Bryce said anthropic ads were total flop in his house. Despite having a highly tech literate family. They took a bunch of explaining and yeah it is.

9:29

But that makes sense. Right. So like they hit so hard on.

9:37

Yeah. Oh yeah.

9:41

I remember the morning of we were.

9:42

Sitting here being like shot across the back.

9:43

I can't believe they did like a mic drop. Yeah. Mic drop.

9:46

It was crazy.

9:50

Predictable. Sam, you know, lost as soon he was. As he was writing up like a word salad.

9:50

Yeah.

9:55

You know, trying to respond. But again there's some data coming back from. From ad week. Morgan is sharing audience didn't like Anthropic's ad placing it in the bottom 3% of all Super bowl ads from the last five years. So. But sense. Right. It's like a barbell like for people on X that are like really following tech closely. It was incredibly pretty small sample size.

9:55

500 people they asked. Let's look at how Open AI responded. This is called you can just build things. And let's take a look and see if it tells a More optimistic story about AI. One that's maybe less confrontational with their rivals. I like building things. Making cardboard stuff is underrated. You get a lot of Amazon boxes, cut those things up. Make something very cool. Become a hacker. Read more. Learn Bayesian probability. Become a scientist. Play chess. I don't think if chess is something you build necessarily sick job. Displacement. No more. No more sweeping. Somebody said this is a. This is a Windows computer running a running Mac or something. Is that.

10:14

I think people would tune out for this.

11:15

Build things. Why?

11:16

It's just too so long.

11:17

Do they actually run the full thing? A full minute.

11:20

And the other thing is. I don't know. I'm still.

11:22

It is a little.

11:25

They're trying to push Codex. They're trying to push codecs to consumers.

11:26

Yeah.

11:29

Which I think is smart. Smart.

11:29

I think it's very smart.

11:30

But introducing Codex when every single person in the audience is familiar with ChatGPT.

11:31

Yeah.

11:37

And then just trying to. I don't know.

11:38

So that. That robotics stuff was actually Easter eggs of the robotics team at OpenAI. Like they just brought the cameras in and filmed the. Their own team. That's very cool.

11:41

Dan chipper says huge. OpenAI runs a Codex commercial, not a ChatGPT commercial.

11:50

Was that a Codex commercial?

11:55

Yeah. Go to the very end because that.

11:56

Just felt like a general. Like AI is cool for commercial. Like it felt very in line with the previous super bowl ad of just the eras of technology. Oh, okay. So it's showing you Codex desktop. That's cool. Okay.

11:57

Yeah, yeah.

12:07

That's pretty subtle, though.

12:08

And then goes Codex.

12:09

Okay. Codex OpenAI. Oh, okay. So it's not. Okay.

12:10

Both Anthropic and OpenAI are both using the same reference material for their ads.

12:13

Yeah.

12:18

Like they're all going back into the Apple archives. Like trying to. Trying to pull inspiration from the same fishing from the same pond.

12:18

They should have. They should have just done a parody of the Budweiser what's up Ad. Did you see that one? Just people talking to ChatGPT voicemail.

12:25

Super bowl commercial. So evil this year. Seeing a Bud Light commercial felt healing.

12:35

Like.

12:40

Oh, yes, Bud Light. A tangible object unrelated to AI or crypto.

12:40

Ridiculous Ramp did really, really well with their super bowl activation. They had a whole bunch of different touch points. So they didn't just like lob an ad in and then call it a day. They were there. They sent the Brian's. We can kind of go through the whole plan, but there's something interesting. I mean, we certainly experienced this with our super bowl ad. Obviously so we bought a very small ad. But why we got a good result out of our super bowl ad was we didn't just go to NBC and said, here's money and thank you. We went and told Ad Week and gave an interview. And you gave some interesting quotes to the reporter on the record. So there was an article around it that's valuable. Then we emailed people who were featured in the ad. Hey, we're posting about this. Do you want to know that you're in this thing?

12:45

Cool.

13:26

You can go see it if you want to watch it. There's a whole bunch of different flywheels. And I think Ramp did a really good job of understanding that the super bowl campaign, not an ad.

13:26

Yeah. So, I mean, one they had, obviously, they'd work with Brian with during the box stunt in New York last year. That went really well. So they built off of that. We showed up to the. To the tailgate party that they had. By the time we showed up, there was already, like, thousands of people there. It was insane. Bunch of TVPN listeners came and said hi, which was awesome. But great group of people. They had a big yellow skateboard ramp with people, like, actually going pretty hard.

13:37

Yeah.

14:01

Brian shaved a guy's head.

14:02

Yeah.

14:04

On a live stream to look like himself. And that guy ended up getting.

14:04

Some people were like, we're showing up and being like. Like, this takes six levels of, like, understanding to get all the jokes of, like, the ramp is yellow because the brand and the ramp is the name of the company and the skater. And then, like, Brian's here because he was in the office and he plays an accountant. But, like, I think that's fun for people. I think people actually do, like, Easter eggs, and they like going down the rabbit hole. But at the same time, you got. You can't just be pure Easter eggs. And I think when you actually watch the Ramp commercial, which is right there, it's, like, staring you in the face. Obvious what this does. It's like the brand name Yellow in your face. What does it do? You have to do things. That takes you 10 hours now. There's 10 people. There's 10 copies of you that do the thing that you do.

14:08

Can do it in five minutes, and.

14:49

So you can just do it much faster. And so you can watch this and not know anything about Ramp. And, you know, okay, corporate card. Multiply what's possible. Like, I have a task in accounting. It looks like an accountant. I'm triggered on that. I'm familiar with this character clarity at the top. And Then tons of depth. And even in that video, there's a whole bunch of Easter eggs. In the video, it was directed by someone who directed the Office, and there's different actors from the Office in there and there's layers. And then you go on social media and you see other stuff.

14:50

What worked well was like classic super bowl ad, right? Easy to understand celebrity, popular character, plus a bunch of the super Internet native stuff, like physical activation and then localized activation. So you had people. The super bowl is in sf. You have thousands of people in S participating, like on the ground. And so there was again, Dylan Field.

15:17

I love it.

15:38

Insane production. Aman says OpenAI ad flop live with the normies. Didn't really get it. Thought they were going to tie it all together. Yeah, it was just like a bunch of cool things and then a name for a product that nobody knows about. That's the issue.

15:39

Yeah.

15:53

If you have a very popular product like Budweiser, something like that, you can just show a bunch of random images and then show your logo. If you just show a bunch of random, like, cool scenes or whatever, it's inspiring. It's like uplifting. And then you flash a logo that nobody knows you end up with something like that doesn't really, like, leave that much of an impression.

15:53

The Google Ad, because I believe Google went way more practical on this.

16:10

Pull it up, Tyler. Let's talk about the. Before we get to that, we can talk about the Coinbase super bowl ad. This was probably the most controversial.

16:15

I still need to see exactly what they did. I saw some images of them putting something on the sphere. Is this the. Is this somebody watching the ad?

16:22

Yeah.

16:31

Okay. Okay, let's. Let's watch this sound on.

16:31

So it's a single.

16:47

Okay.

16:48

They like switch up the. It's like a state change.

16:49

Right.

16:52

So it's like you're paying attention and.

16:52

Then you just see Coinbase. That's funny. Oh, that's really funny.

16:54

The Coinbase team responded to the criticism and said, if you're talking about it, it worked. Crypto's for everybody. A lot of people were not fans. I don't know. I thought it was fun. I like that they do something different each time.

16:59

I think Apple, Google, the really established brands, do have the permission to sort of go higher abstraction and just sort of do these brand films for the AI labs who are trying to push a particular product. It feels like a little bit too soon, a little bit too risky. Yeah, yeah. Some people like the Coinbase ad.

17:12

Yeah, it was like very 5050 polarizing.

17:29

Yeah.

17:31

All right, let's pull up the Gemini. It went with the full 60 seconds.

17:31

Okay. Full 60 seconds. Yeah. I saw some people reacting to this. Like, it's very clear. It's like what you see is what you get. Like, this is the actual experience of using the product.

17:36

Yeah, it's next to mine.

17:47

And Google does a great job of.

17:48

Like pulling on heartstrings, like, and integrating with Google Photos.

17:49

That makes sense.

17:53

Part of the demo. Yeah.

17:53

What your features and Charlie's bed can go right there. And a banana killer feature. That's cute. And look, here's the yard. Oh, we could have a trampoline. This is actually how a lot of people have delightful experiences with AI. This is like what a lot of families are using AI for. We're doing a remodel and we're using AI for this stuff. And you put in what you have and edit it and it's cute and like the kids love it. You talk. You always go back to the example of like, make me into a dinosaur. Like, that's delightful. That's sweet. That's like, that's just like a nice ad. I don't know.

17:55

I think a win if you're an AI.

18:34

David Ross doesn't like it, though. I'm not going to read that. That's funny.

18:36

Google's focus is a lot on multimodal, as expected. Yeah. Smart. They had a lot of success obviously with Nano Banana. You should lean in.

18:40

Yeah, totally.

18:46

Yeah, that, that ad. It also works if you're running an ad yesterday and you're an AI company and people didn't viscerally hate it.

18:47

Yeah, you won. Yeah, no, totally. And, and also leading into the visual stuff works super well in a visual format. Like a Super bowl ad. Like Codex, like, even if, even if you had like a million do overs, it's a hard product to explain. It's like it's a desktop app with a lot of text and it's in dark mode and it's going to write code, but only behind the scenes. And you don't really have to know how to write code, but it's going to write code, which is not very aesth on the screen at the Super Bowl. Google knows how to just like deliver like, you know, here's, here's a heartwarming experience. Here's a positive experience. Let's focus on that.

18:55

Mike Duda was live, live tweeting live tweeting his reactions.

19:27

State Farm tried really hard. Okay. DraftKings. Good spot, but not built for the Super Bowl. Toyota continues Its long tradition of kind of, kind kind of off super bowl commercials. Not good.

19:32

We gotta talk about the Shvedka ad. We should pull that. We should pull that up. Yeah. Is the one that had a fully AI generated.

19:41

They had a fully AI generated.

19:47

They came out, wanted to be these first company.

19:48

We're not an AI company, but we heard there's a backlash and we would love a backlash.

19:50

People are calling it the worst ad of all time. They're just saying it's the worst ad ever.

19:55

I do love when a brand just like rolls up to the super bowl with whatever their stock ad is. Like, I think that TEMU ad was not a Super bowl spot. Okay, here's calling it the worst AI vodka ever. Let's watch it.

19:59

Like, if I'm watching the super bowl with my kids, I'm just turning it off.

20:38

The robot drinks the. The mixed drink and it just pours out in shvetke.

20:42

The issue is it tastes kind of like it should be used in like machinery, heavy machinery. Like as like robotic, like fluid or something.

20:47

Yes, yes. I feel like if you're going to go all in on AI generated video, I want you using the latest and greatest. You got to be Nano Banana Pro.

20:55

You got to be marketing budget $6.

21:04

Exactly. No, I agree, Goldrug. Like, there are really cool and innovative ways to use AI imagery in a way that maybe it stands out as like, oh, that's obviously AI, but it's cool. Like if you're going to do the AI thing, like be Harry Potter, Balenciaga, like do something that is iconic and interesting and inspired. Let's pull up Ryan Peterson's Flexport ad.

21:07

Okay. Looks real so far.

21:26

Seriously, dad, how did all these jerseys get here?

21:29

Well, kids, let me tell you about something called a global supply chain. First, jerseys are manufactured, boxes are packed, and logistics company Flexport takes it from here. Then containers are loaded onto cargo ships.

21:32

Pulled through the ocean by 100 pirates.

21:45

Not exactly, honey, but if you want speed, Flexport does coordinate airframe and fighter jets. Actually, buddy. Flexport then gets the jerseys through customs.

21:47

Back on the truck, and the superheroes fly the trucks to the stadium and lightning zaps the jerseys onto the players.

21:57

And. Yeah, we're being sarcastic, guys. This is entirely AI.

22:07

Entirely AI but this is so good.

22:11

But it has the nailed the feeling of a classic super bowl ad.

22:14

It was very fun. And it's interesting because he's actually explaining the Flexboard business, but in this funny way that you keep asking.

22:17

I mean, I'm sure smart advertising agencies are already Doing this where it used to be that a company would say, hey, I want to run a Super bowl ad. They'd go and talk to a bunch of different agencies. They would get a. They'd do an rfp.

22:24

Yep.

22:35

And then the agencies would come up with some concepts that they would basically script out. Maybe they add some images or whatever. Now it feels like the agencies have to actually make an A AI V1 AD and say, like, here's our five concepts. If you hire us, we'll like narrow in and actually make it hire. Hire actors, maybe not use entirely AI Yeah.

22:37

I can't believe. I think he made that like himself. I think that he wrote the script and concepted everything and like actually, like prompted everything, which is like pretty remarkable. And I think it all flows from the idea of like having a viewpoint, having an insight, having like an idea that makes sense for the Super Bowl.

22:56

Parker says, amazed. Apple's finally going for the Spotify jugular promotion. Promoting the ability to switch easily to Apple music during the Super Bowl.

23:13

So the Apple music brand reach during the Super Bowl, I think was number one or number two, right up there with Budweiser. It did very well. I saw it winning awards.

23:21

While we can talk about the halftime show from our point of view, since we were there, I would say the energy, the production value was insane. Very, very cool, unique looking setup. It was really funny. I was looking away while they were setting up and I looked down. I was like, they basically created Puerto Rico. They recreated the entire island.

23:29

Plants and people in plants.

23:48

And the plants were so funny because it seemed like the people in the plants couldn't see out very well. And so they had like air traffic control people that were like moving the plants around, like yelling. You could tell they would be forward. But the production value was insane. The energy in the stadium was completely dead.

23:50

Dead. No one was dancing. It was a very.

24:05

Actually, no. Dylan Patel was dancing.

24:07

Yes.

24:09

He was going. He was like. It was so funny because he was gonna walk down and sit next to you. And then he was like. He was like, actually, no, I'm gonna stand up here, I gotta dance. And he just started dancing. Dylan held it down for everybody.

24:09

I think the audience of people that go to the super bowl, it's a lot of like older folks. And they were just not into the new kid on the block, Bad Bunny. But it really was like a remarkable production.

24:20

A lot of people obviously, you know, somewhat divisive online. Cause there were people that were frustrated. Cause they couldn't understand what he was singing about. But from a purely commercial standpoint, I think it makes. It makes a lot of sense for the super bowl specifically because a bunch of people that wouldn't have watched the super bowl, that are international, are going to tune in. I was in the moment thinking that it'd be great if Apple had their new, like translating AirPods and you could actually hear in real time.

24:32

Yeah. Yeah.

24:59

Let's go to the AI.

25:00

AI.com.

25:01

Ai.Com AI.com.

25:02

You wanted AI. You know where to go. $8 million for Super bowl ad. You go to AI.com it asks you first to log in with Google. So you have to give this new website access to your Google, which is.

25:04

Like insane because they're wrapping. They're wrapping open claw.

25:14

Yeah. Which.

25:18

It's an open claw wrapper. And so I go in there, it's a new company, and I was like, I don't have a single. You know, I have multiple Google accounts. I was like, I don't have a single account that I'm willing to just connect to some. Some app that has existed for. Yeah. So we can't even find the ad online. I can't find it anywhere.

25:18

It seems like it's an open claw fork of some sort. And the domain name was maybe $70 million. They say it's $500 for a vibe coded site. Probably fake, but funny.

25:36

And. Okay, we got the ad now.

25:45

Oh, we do. Okay, let's pull it up.

25:47

Okay.

25:49

Do you think this is AI generated? Because if this ran first before Svetka Svetga got scooped. Now this looks like maybe traditional motion graphics. I don't know. It's hard to tell these days. AGI is coming. Get your handle now.

25:51

So he had a lot of success, clearly buying crypto.com.

26:09

Yeah. Arena here in LA.

26:12

Arena. He basically owns LA.

26:14

Yeah.

26:16

The difference with crypto is like building an exchange is like somewhat like a commoditized platform, at least in its simple state. I want people to buy crypto. Yeah. In my app, in my exchange. They come here, they make their crypto.com. the difference with AI.com is like, I think to actually compete in this domain, your product's going to have to be insane. 8 million for Super bowl ads. 70 million for domain name. $500 vibe coded site. Cloudflare. Basic hosting. Priceless. Yeah. The app did not or the website did not feel polished. Apparently OpenAI actually rolled out ads in ChatGPT today.

26:16

Let's go. Finally. Should we bring the gong for them?

26:52

We beat him to it.

26:55

We beat him to it.

26:56

We beat him to it.

26:57

We front Breaking news Ads have officially launched in ChatGPT. You can go to the free tier or I believe the go tier as well and Enjoy ads in ChatGPT. You'll see probably enhanced rate limits and extended functionality. How much do they exaggerate when you see an ad? They could do a blaring red background. It's very obvious this is the ad and then this is the content. Will the ads be even at all related to the content?

26:58

From what I understand, it won't be related to the content because people are going to be annoyed at that. I would expect it in the future. It is, but in the meantime, I think it'll effectively be display ads based on your interest graph. Right. What they know about you based on what you've searched in the past. So interested to see this? I'm not going to say anything more. Let's pull up the core Weave ad.

27:26

This ad.

27:46

You can't do anything without AI.

27:47

We were memeing this too. We were like, you can't. You can't spell Claude without a D.

27:51

A as in aerospace.

27:55

I like this transition. Academia. This is cool.

27:57

Navigation, neuroscience. Why is simply yes? Yes to predicting storms to keep people safe. Yes to empowering.

28:00

There's a lot of good stuff.

28:07

T is for translation, trading, translation schools. Teachers need to educate each kid in their own way.

28:09

That's a weird transition.

28:16

H is for healthcare to help keep humans healthier. Home automation and robotics. I is for ideas and the power to grow them exponentially. N. This is for now the time to never say never. G is for the good we could do with AI.

28:17

Genomics says sir. It's a bubble.

28:32

Moon boots gravity for anything. Oh, Anti gravity boots. That's what it is.

28:36

Okay. Yeah. The chance we were built.

28:41

Core weave. The essential clock.

28:44

So the chance of Rapper.

28:45

Yes.

28:46

Part felt super random. I haven't seen or heard from Chance Rapper in a long time.

28:47

Yeah, version of Goodwill Hunting was made as a sitcom with a real genius in the lead. And some other. So this is AI as well, right? De aging the munchkins in the Fibonacci sequence. I got a genius working for me. He's such a genius. Then why'd he put ice in his coffee, huh? Come on, Chucky, just Will Hunting. I'm not a genius.

28:51

I will marry the first man that can help me with the Fibonacci sequence.

29:12

How you doing? Smoothly. Don't you have a girlfriend? We're on a break.

29:18

I don't need her.

29:26

I still get everything I need, right? Here at Duncan. Hey, kid, if you're still single, doing this Boston shtick and working for Duncan, which you're 50, I'm going to be very disappointed.

29:27

Isn't that your girlfriend?

29:38

It's like Cameo Central.

29:41

Yeah.

29:43

Very chaotic. Well, this is my new boyfriend. How you like Tom Brady? I'm sorry. They really were spamming the cameo.

29:43

How many cameos do you want? Yes. Not a great pitch for Dunkin Donuts. I don't know. This fun.

29:52

Yeah. What's the takeaway? Think about Duncan. Sometimes all that matters is you get people to think about they had fun with it.

29:59

I don't know. It's interesting.

30:04

Macron posted on Thursday at 11:53am Pacific that science has found its home through France 2030. We invested more than 30 million to advance AI and a number of other initiatives. The next morning I shared Breaking France is going all in on AI with their last 30 million. And they said breaking Jordy Hayes can't tell the difference between an investment in AI and academic grants for semesters in the south of France. Can we pull this up, guys?

30:05

Yeah, here we go.

30:39

You kind of have to see it to believe it.

30:41

It's crazy.

30:42

My original post did fully quote tweeted. Yeah, they quote tweeted and tagged you by name. They're quote tweeting podcasters.

30:43

They are.

30:50

But my post of course outperformed. I got a million views, 13,000 likes. They managed to rack up up almost half the likes. 300,000 views. Not bad. They're saying they're not investing in AI, they're just giving academic grants for semesters in the south of France. He then shows says hashtag for sure. And then he has. He. He showed a chart of just foreign investment in data centers. And. And it's apparently 69 billion.

30:51

Okay.

31:20

It's going into France. Mogging the United States.

31:21

Yeah, we only have 27 of foreign money.

31:23

Completely disregarding the central bank. I responded. I'm sorry, but until LVMH is spending 100 billion a year on data center Capex, it's hard to believe you guys are taking AI seriously. And I honestly think. I know this sounds like really insane. Yes, but in a fast takeoff scenario, you would imagine that France actually getting serious about AI is getting their national champions of all types. Lvmh, even the brands. Wasn't Christian Dior actually owned by a big infrastructure company back in the day? And so I could imagine. I could imagine the Arnaults getting back in the game at some point.

31:26

Adorno.

32:05

Anyways, a lot of fun no disrespect to France. I think we are just having fun. Well, it has been a fantastic show today.

32:06

Thank you for tuning in to our super bowl review special. We've planted the bomb. We will see you tomorrow. Goodbye.

32:14