Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN

Everyone wants to know, did John get a haircut?

0:00

Yes.

0:02

Yeah, I did yesterday.

0:02

Cleaned it up a little bit. It's getting wild.

0:04

There's some length still. We'll see. I think Siri needs an app. I think that that's under discussed. The news is that Apple and Google have a deal. We talked to Ben Thompson about it yesterday. Billion dollars going from Apple to Google. Now, my real hot take is that I think it's going to flip at some point and I think Google or someone else is going to pay Apple to, to route LLM queries to them. Because with the universal commerce protocol, agentic commerce protocol with ads and LLM responses, there's going to be a whole bunch of moments where an LLM query is actually profitable. And on average, I think they will be profitable. I think the price of inference will continue to decline and the value of each query, the monetization of each query will increase until there's a flippening and then all of a sudden every LLM query that's generated is on net across the entire category, generating profit instead of generating losses, which is what's happening right now. Of course, just like with Google, when you search for, you know, how old is Leonardo DiCaprio or something, they're not making a lot of money on that. They're not running a lot of ads on that. But when you go to search for insurance or something like that, they charge a pretty penny for those ads. And I think the same thing will be true for LLMs broadly.

0:06

It is kind of interesting. They don't. I just looked it up. They don' Ads on how old is Leonardo DiCaprio? You'd think that they could figure out some type of ad to serve.

1:23

Yeah. You think Brian Johnson would be buying.

1:32

An ad like some peptide because you're.

1:33

Like, oh, he looks great and what's he doing? Oh, and then how does he look like Leo? He's 51.

1:35

Leo was born in the 70s, which is crazy when you say it like that.

1:39

Well, he's looking great. He was at the, he was at the Golden Globes having fun, celebrating his movie, goofing around and yeah, yeah, he was goofing around. He was caught on like some mic looking at somebody.

1:43

I don't know.

1:52

I saw some random clips. The real thing I wanted to debate with Tyler was I was arguing that Siri needs an app. It's crazy. Siri came out in 2010, hasn't had an app for its entire life. I mean, it actually started as an app back in the day. It was Siri is from the Stanford Institute of Research Intelligence or something like that.

1:52

Yeah. What was it? It was like a $200 million acquisition.

2:14

Yeah, yeah. So it was an app that you needed to install on your iPhone. There were a few of these speech recognition apps that you could go and you'd open up the app and click a button. Siri. Because I think the fact that they were on the. On the west coast was able to get the deepest integration in Apple, sort of win the home button over time, win the Siri button. And eventually they teamed up and actually, oh, I have triggered Siri on my MacBook.

2:17

There you go.

2:43

Fantastic. Eventually, you know, Siri gets baked into the. In the operating system level, and the rest is history. The first couple of years are pretty good. People are excited. You know, you can. It was somewhat magical to be able to just press a button, ask for the weather, ask for a stock chart, ask for, you know, what's on your calendar, dictate a text message. A lot of that was pretty great. Estimates are around 500 million active Siri users globally, which is huge. But there's 1.5 billion iPhone users. So having only a third of your user base use your AI feature seems a little bit low. If that's the case. Obviously, juicing it up with an LLM like Gemini makes a ton of sense, but this deal between Google and. And Apple makes a ton of sense for a few reasons. Google's actually profitable, has the money. They don't need to take a huge amount of cash from Apple. They can give them sort of a deal on it because it's really fun.

2:44

Ben kept throwing around big numbers yesterday. Like, let's be honest, we're in tech.

3:41

That's not a lot of money.

3:45

Yeah, it's actually true.

3:46

It ramped up because at first it was the $30,000 DaVinci Resolve, the black magic, Ursa immersive camera. That's $30,000. He's like, that's nothing. You just put. That's true for a tech company. And he was like, you know, Apple's paying Google a billion dollars.

3:48

That's nothing.

4:02

It's like they're both nothing.

4:03

Yeah. The whole thing with the.

4:05

Apple's Alphabet's a $4 trillion company now.

4:06

The infrastructure, the hardware to do a live Apple Vision Pro broadcast, being $30,000 or something in that range is like, the fact that they could copy and paste that around every stadium and suddenly have, like, a. Probably a. I imagine they could scale that to hundreds of millions of do.

4:09

You'd think so. Pay per view and stuff?

4:26

Yeah, not even pay per view, but just a subscription.

4:28

Even just selling headsets. I mean, the headset's $3,500. You only need to sell 10 headsets to offset the price of one immersive camera. My take is that I think over time, this will flip. And I think over time, Google will be paying Apple for all of the LLM routing that happens because Google will be monetizing those queries. You will go to Siri and you will say, what's the weather? And Gemini, under the hood, will. Will tell you the weather, and they probably won't monetize that very well. But then every once in a while, you'll say, hey, Gemini, order me a new tv. And it'll say, what size do you want?

4:30

And it'll just order me rain. Rainmaker.

5:01

Yeah. Yeah. Change the weather. And they will get either an affiliate fee or a transaction fee, or there will be an ad that's placed in the stream of content that comes back. And I would imagine that right now Apple's saying, don't do any of those ads. Don't monetize these queries. But over time, I imagine that they will. Will. But the big thing that I wanted to discuss with Tyler, he was fighting me on this. He says that Siri does not need an app. I think that Siri will need an app. I think that the LLM chat interface is so dominant at this point that everyone has the experience of going back and forth asynchronously. Like, it's chatting to a helpful assistant. Like, you're texting with a friend. You want to be able to scroll up and see.

5:04

Yeah. If you think about it, it'd be very annoying if you had a real life assistant and they were like, you can only call me Tyler.

5:48

Explain. Explain your position so it's not.

5:54

You.

6:00

Flashback.

6:00

Hit him with a flashback. So he's trying to help you out, John. Opinion denied.

6:01

Tyler, we have a flashbang now on the stream. What good timing. So, Tyler, once the flashbang wears off, please tell us.

6:06

So it's not that I disagree. I'm not, like, anti app. It's just, like, the fifth most important thing that they need to, like, do.

6:18

Okay.

6:24

Like, I don't care. Like, okay, would you rather have the same Siri but there's also an app or a new Siri? There's no app, but it's a better model. Like, obviously, you're picking the latter.

6:24

Yeah, you're picking the better model. But what I'm saying is that as soon as you integrate a better model that has more, he's going to flashbang again.

6:33

I'm too powerful.

6:40

I'm watching this. As soon as you have deeper responses and more back and forth and more knowledge retrieval, Siri has. They had Wolfram Alpha integration. I think they had a Wikipedia integration for a little bit, but it was more just like pulling up a Wikipedia snippet. If you want to go deeper, you would open that webpage in Safari and look at the actual Wikipedia. Now there is new context and new content that's being created on the fly by these models because you can ask questions that don't exist in a single Wikipedia page. Gemini under the hood in Siri will instantiate that for you, give you those paragraphs. And you might not be able to read through all of that in one screen time session. You might get a text message, need to answer it. You might get a phone call. You might have to put your phone down to, you know, keep doing what you're. Whatever you're doing and you want to come back to it. And so yes, you could just say your prompt again and reinstantiate it all. But that takes time. These models are slow, especially if you're firing off a deep research report.

6:41

Yeah, I mean, like, yes, like these are. I agree that these are important things, but these are like far from the most important thing. I could just say, okay, if I'm asking about chips, yesterday we have this long conversation and then I say, okay, yesterday we were talking about chips. Let's continue that conversation. That's that whole thing solved now.

7:39

Yes, so. So that is a. That would be amazing. But the current chat apps don't even have that functionality. If you go to a new chat box.

7:56

Yeah, but you could very easily implement that. There are on all the. Okay, on Claude, on ChatGPT, you can search through your password. Chats.

8:04

Do you know how bad the search is? The search is not the search. It's not that good.

8:10

Good.

8:14

It's not that good.

8:14

Okay, well, they can.

8:15

It's not actually an LLM query. It's not, it's not just. You're talking about something like you're talking with a friend. You have to use keywords again. You're back in like traditional search world. You don't just go to the same empty box and say, hey, remember when we were talking about the fall of the Roman Empire? We pull that, pull all that up. It doesn't do that.

8:16

Okay, sure, but that's, I don't think that's that hard to implement. You Just. But not embedding models.

8:37

But we're talking about Siri here. It can barely pull up the weather. We're going from like a D tier product.

8:41

Yeah.

8:45

To now we're baking in a new model Gemini. Yeah. But it's going to take it to like B.

8:46

The implementation of the metal of the model is way more important than if the app works. If I can like search through it correctly. So, okay, if you're doing a deep research, are you even. Are we even sure that that is. You want to be using Siri for that? Like, maybe it's just better to do it. Whenever I do deep research, I never do it on the app. I'm always on like my laptop. Nerd.

8:49

Nerd alert.

9:07

Because it's just like way more information dense. There's a bunch of links that I want to click on or do that.

9:07

People definitely fire off deep research reports on their phone. Maybe they go read them later on their laptop. But we live in a mobile first world and Apple, and that's the Apple customer base. Part of what's cool about these apps is that if I pull out the sidebar, I can scroll through and I can remember. Oh, wow. I was looking at, you know, the. The NBA's history and their attendance over different. I don't even remember firing this off, but I did and now I can go back and enjoy the fruits of its labor.

9:12

What would you rather have? Would you rather have Gemini 2.5 and an app or Gemini 3 and no app?

9:43

It's not a trade off. They're getting the best Gemini, obviously.

9:48

Okay. Clearly.

9:52

And then also the app is coming. That's what I'm saying.

9:52

Apple is bad at implementing AI.

9:54

Yes.

9:56

Do you agree with that?

9:56

They have been to date. Yeah. No one debates that. Apple intelligence was sort of botched.

9:59

So I think there is definitely a case to be made that they need to prioritize certain things and the implementation of the actual model. Like them using the best model. That's going to be fast. It's going to like, maybe on Siri, people are just having fairly short responses. You don't want paragraphs and paragraphs unless you ask for it.

10:03

Okay.

10:15

Stuff like this is I think much more important than having that specific app.

10:16

Yes. And I wouldn't be surprised. I mean, truthfully, developing the type of app that I'm discussing about Siri, like it should be able to be one shot by cloud code. It's super simple.

10:19

Okay, let me say one more thing. Okay.

10:30

So I'm just saying, like I'm about To flashbang you.

10:31

Okay, if you're like writing this, who's the audience? Like Apple, right? You want to make a change? Yeah, maybe. Okay, so it's like Ben Thompson comes on yesterday.

10:34

All I'm saying is that is that, is that I'm excited for. I'm excited to be able to access Gemini with a button. I feel like that's what this deal is giving me.

10:41

Yeah, that's nothing to do with an app.

10:49

Also, after I access Gemini with this button that trigger flashbang, then I want to be able to see my list.

10:51

Pull up this clip from Gary Tan testifying in the Senate.

11:10

Okay. Okay.

11:13

Let's see about who here actually uses Siri. I personally do not because I know that it does not have the cutting edge technology that I don't get along well with her. Yeah, exactly. That Anthropic or OpenAI or many other American labs could provide. And imagine if Apple opened it up so that similar to when you open Windows, you have to choose a browser. What if you choose your AI agent?

11:14

I love it.

11:41

Then there are a billion consumers in the world who would suddenly have access to not just one self preference Siri, but a variety of American labs. And that would open up investment, that would open up prosperity.

11:41

I like this. When is that from? Is that recent?

11:58

Ian is on an absolute tear.

12:01

See over Huber. Thank you, Ian.

12:03

He says current Apple's currently hiring 300 Siri focused roles.

12:06

They're going big, they're going to do everything. You don't think one of those is an app developer? I'm ready to move the goal posts. Ready to move the goalposts. We have the goal post. So my new definition for Apple, AGI, Apple Intelligence, Apple Superintelligence. Apple Super Intelligence.

12:10

It's just a functioning search function feature in imessage.

12:27

That would be very good.

12:31

That's AGI for Apple.

12:32

That's asi. No, my definition is I want to be able to go to the new Siri. And so I got an iPad. And the iPad just accidentally installed like every app that I've ever installed on my phone. On the iPad, which wouldn't be that bad because on my phone I have one home screen and then I have a second screen and then the third screen is just the app library and it just has a search box. And then the app library actually very intelligently organizes things into productivity, utilities, entertainment. It does all that for me. I don't need to organize it. I don't choose where things go. It knows if it's a creativity app or Travel app or a news app. It puts it in its correct category. I don't need to manage that. So it's great. It's a good test of agentic AI to be able to, with a single prompt, one shot, hey, clean up the whole desktop. Because we're seeing that today with Claude Cowork. As trivial as that example is, I think it's a good example of what an agentic system should be able to do. If it has the proper hooks into the OS layer, Claude Cowork can do it on desktop. What's the iOS equivalent of that? It's got to be Apple Intelligence. They have their walled garden. The walls are staying up. They're not letting Claude Cowork go around your iOS installation and hook into all your different local APIs. That's the domain of Apple Intelligence. That's the domain of Siri. Siri is now powered by Gemini. Let's see if that's what they launch. Apple ran a blind test of Frontier models and picked Gemini. Interesting. And there's this old photo of the the Tim Cook meeting with Sundar Pichai from Google in a dimly lit cafe or restaurant.

12:33

Tim Cook very clearly mewing here. I think they're both mewing at each other. They're both mewing at each other. They're just having a mew off.

14:10

Yes. That's how they really.

14:17

They're not even talking.

14:19

They want to do business together.

14:20

The New York Times has a new profile. John Ternus, a low profile but influential executive at Apple, could be next in line to replace the company's longtime chief executive, Tim Cook, if he steps aside, they say. Around 2018, Apple considered adding a tiny laser to its iPhone. The part would allow consumers to take better photos, more accurately map their surroundings, and use new augmented reality features. But it would also cost Apple about $40 per device, cutting into the company's profits. John Ternus, Apple's head of hardware engineering, suggested adding the component to only the more expensive pro models. And we have to take a minute to talk about the nominative determinism of turn us around. Turn us around. Mr. Turn us around. Our AI strategy is failing. We need somebody to turn us around. Mr. Turner could be the man for a job. He joined Apple in 2001. He is now considered by some company insiders to be the front runner to replace Tim Cook, Apple last year began accelerating its planning for Mr. Cook's succession.

14:21

Like Mr. Cook, Mr. Turnis is known for his attention to detail and his knowledge of Apple's vast supply network. Both men are Also considered evil, even tempered collaborators. If Meta owns WhatsApp and includes that in the family of apps. And messaging is obviously a huge driver of social networking activity these days. People sharing content through there. Snapchat is a messenger. Instagram is. You know, you look and you see there's more shares on this reel than likes because people are sending it to each other. That's what people do. That's how people do it.

15:19

Yeah. And I think, I think the people have long had the idea to build a family focused social network and I don't think they'll ever be successful because group chats on imessage function.

15:50

Oh yeah, totally do that very well. You just can't keep up with that. Apple's plans for artificial intelligence are also a big question. Is he AGI pilled? Is he asi pilled? Whatever his timelines, is he a doomer? We got to get to the bottom of this. Hopefully the. Hopefully New York Times is asking the hard questions. We will find out. While other giant technology companies have spent tens of billions of dollars developing AI, Apple has largely been on the sidelines. And it pushed off making major changes to its products with new AI technology. It'll be up to Apple's board of directors to decide who will eventually replace Mr. Cook, who also sits on the board. The rest of the company's eight board members did not respond to requests for comments. And Apple declined to make Mr. Turnus available for an interview. They couldn't get the New York Times in the room with Turnus. Is he a nice guy? Yes, says Mr. Rogers. He is a nice guy. He's someone you want to hang out with. Everyone loves him because he's great. And here's the quote that lives in infamy. Has he made any hard decisions?

16:01

No.

16:53

Are there hard problems he's solved in hardware?

16:54

No.

16:56

Cameron Rogers, hater of the year right here.

16:59

We should have Cameron on the show.

17:03

Hater in chief, Chief hating officer. It's crazy. Certainly you cannot be at Apple for two decades and never have made a single hard decision or solved a hard problem in hardware like that. Seems impossible.

17:05

It's funny, there's. There is a hardware engineer at Apple today named Cameron Roger, but it is different person. Different.

17:16

Okay, very fun. Well, good luck to him. I don't know. I think he can figure it out. I would be shocked if he's really never solved a hard problem. Seems like he has some beef with this Cameron fellow. OpenAI they've acquired Torch. It's a healthcare startup that unifies lab results, medications and Visit recordings Bringing this together with ChatGPT Health opens up a new way to understand and manage your health. Says OpenAI. Okay.

17:24

Founders of Torch Torch was a four person company oh small they the co founder of Torch Ilya I believe one of the other founders previously built forward. Ilya was also an early Uber gm so trained at the Travis Kalanick school of mogging healthcare startup founded in 2016. They wanted to rebuild the healthcare system from the ground up. Sounds cool. The general belief was that healthcare was too reactive instead of proactive. Right. You go to the doctor when you're sick, not to just kind of generally be healthy. They had an app. They wanted the sort of physical spaces to feel like Apple stores. Right. They wanted this Apple like experience for health subscription only model. They didn't accept insurance initially. Bunch of folks founders fund Khosla, Eric Schmidt Bunch of legends were in the round. 2018-2022 they expanded to dozens of locations. They had body scanners, real time blood work, a bunch of different software that they had built out. 2021 reached a valuation of over 1 billion. Raised a quarter billion dollar ish series D round at this point. From that point on they, they sort of pivoted to focusing on this thing called care pods and these were like trying to be autonomous like AI driven medical kiosks. So honestly, probably right idea, maybe a little bit too early. I think the right way to read into this OpenAI just launched OpenAI Health. They're now acquiring Torch. I would assume that they want all, they want all of your, they want all of your health data. Like they really want to help you with your health.

17:49

They want your blood. They're out for blood.

19:37

They want your blood.

19:39

They want your blood work.

19:39

Maybe they could say like hey this month instead of, instead of paying, you could be a blood boy for us. Our researchers are working really hard.

19:41

You need your blood. I'm ready to upload. Upload me. Just let me know, let me know.

19:51

I'm going to read the message that Torch wrote. Torch says everyone deserves the best answers modern medicine can give them. And yet we've all had people close to our hearts who didn't get the answers they needed about their health. We have more data about our bodies than ever before, but it's never been harder to bring it all together. Patients see only a fraction of their own records, while clinicians have too little time to parse the growing stream of data. Patients bringing in from wearables and consumer health companies, you know, like function, et cetera. AI is the most important new tool we've had in decades for turning the chaos into clarity. But AI can't help you if your health data is scattered across four hospitals, two labs, seven apps and three web portals. We started Torch to build a medical memory for AI, unifying scattered records into a context engine that helps you see the full picture, connect the dots, and make sure nothing important gets lost in the noise again.

19:57

Every time I see one of these new features drop from Claude, cowork or OpenAI ChatGPT Health, it just feels like the Siri thing is like bigger and bigger. Back to what Tyler was saying about implementation of the model, because Apple has Apple Health, there's a whole promise there of what Apple Health as an app can do. You want that to be AI enabled, so they need to update that as well. There's so many different, okay, shopping, agent, e commerce. Like there's Apple Pay, is Apple Pay integrated with Siri and the new AI function. So they really do need to go around and update all over the place if they want to stay. You know, they have some dominant positions carved out, but every AI company is trying to eat off Apple's plate as much as they can. But there's really, really strong lock in to most of the Apple ecosystem. So it's not over if they don't move right now and get the app out and get updates out. But it's very clear that If Apple or ChatGPT Health is rolling out, it's going to take time for people to ramp up, start integrating things, start using it. But if that behavior develops and it's another two, three years until Apple responds like, yeah, they are going to be a laggard in that category. Claude, code for the rest of your work. American middle class, desk jockeys, watching the asteroid hit the dinosaurs. We will see, we'll see how much this moves productivity, how much this moves gdp. That's the big question for this year is how much will people actually be able to use this to do the work they do every day?

20:42

I've been in Jobs where organizing desktop files was actually a $1 trillion industry.

22:21

I mean, I have been. I was an intern once and my job was basically to open up an Excel template every day, copy, paste some, some numbers, sort of make sure all the formulas held. And over the internship, over the couple months, I wrote more and more Visual Basic so that my job went from eight hours on the first day to four hours to eventually it was like 15 minutes.

22:28

We might see a bull market and water cooler talk.

22:55

Ooh, yeah, that's possible.

22:58

As people Automate more and more of their work and just decide to yap.

22:59

I'm AI pilled after seeing what the new grad philosophy major I hired to fly drones from a mountaintop has automated at Rainmaker with Claude.

23:03

Yeah, we keep asking Tyler, hey, can you automate this? And he says, sorry, sir, it's not possible yet. It's not possible yet. I don't believe it.

23:14

I never said that.

23:23

You basically say, everything okay, Claude, take this unstructured data and turn it into dashboards that will give executives deeper insights into critical business functions.

23:26

Make no mistake, Jira ticket says all reliable because Sophie posts some version of this.

23:34

Wait, really?

23:40

Once a day.

23:41

Once a day?

23:42

Basically, he's gone viral with the same concept. Atlas says Claude. Here is a picture of my crush, Claude. Here is her phone number. Make her my gf.

23:42

Make no mistake, that's also his pin playing. Everyone has their role to play. In the post Singularity hangout session, Juwan.

23:52

Says there's no point in learning or doing anything anymore. Just learn English and acquire a good mental model of things. And just type, bro. Just type.

24:00

We'll see. I mean, you have to actually be inspired to come up with something that people want, talk to users or something like that. We got to go over to the OpenAI device. There's new leaks, alleged leaks. We'll see. It's a new audio wearable meant to replace AirPods. This aligns with what the information has been leaking. The code name Sweet Pea. Interesting. It looks like a metal egg stone with two little capsules behind the ear. Aiming for a 2 nanometer chip. Maybe a custom chip for phone like actions. Big ambition. 50 million units in year one. That's a lot of devices.

24:10

Yeah. So Foxconn has been told to prepare for five total devices by Q4 of 2028. All not known. But a home style device and a pen are still considered.

24:46

I wonder how serious going to Foxconn. If you're OpenAI, you go to Foxconn, you say, prepare for five devices. What does that really mean? Does it mean, okay, help me prototype, do some demo runs, build me one or two, and maybe we'll do one of the five. Maybe we'll do two of the five. Is Foxconn really reorienting everything around this? Are they totally prepared to make 5? How serious is that? I don't know. All I know is that it's exciting. I like, I like hardware. It's fun. We're seeing it. We're seeing glimpse of this with the kids, with the board and with The. What was it called? Camera box. No. Sticker box. Yeah, Sticker box.

24:57

Yeah. And I think, I mean, OpenAI, it sounds like Johnny's team are the ones that are kind of pushing for this form factor, according to. Obviously this is a rumor, but picking a form factor similar to AirPods, which have insane product market fit, which last time I checked are like a $20 billion revenue line for Apple, it could be a standalone business by itself. And again, if you look back to the infamous interview with Gerstner, Sam was saying, like, we have a device coming. Yeah, we have a device coming. Don't worry about.

25:38

That's a lot of revenue potentially. I mean, I don't know if they sell them. What do you think the price point for a OpenAI device would be? $300. $1,000. 999. 3,500. Like the.

26:12

I feel like, I feel like they have to. I feel like they have to stay in the range of AirPods.

26:26

And AirPods are between 100 and $300, basically. So low single digit hundreds. Well, Andrew Curran has a projection for what it'll look like if they ship this. I think they got an absolute blockbuster on their hands.

26:32

This goes so hard.

26:49

It goes so hard.

26:50

The reason I like it is because the computer part is actually on the back. Yeah. Frees you up to just stay totally locked in.

26:50

Super cool. And also I love that there's a display that you can't see but everyone else can. Apple has just introduced Apple Creator Studio, says Aaron Here, Analyst at MacRumors Final Cut Pro Logic Pro, Pixelmator Pro Motion Compressor and Main Stage. Plus new AI features and premium content in keynote. Pages and numbers come together in a single subscription.

26:57

I would love to know what the average iPhone customer spends on software monthly.

27:19

They'Re printing their services. Business is everything at this point.

27:26

Yeah, I guess you could just divide services revenue.

27:29

Well, services revenue, they don't really break it all out. Whenever they talk about services, they talk about Apple tv, all the wonderful TV shows and movies that they're producing. But then a lot of the services revenue comes from the App Store. 30% cut. You're laughing. What's funny?

27:32

Gabe says Jordy, you dork. You didn't pirate it. Honestly, I. My father couldn't figure out. You wouldn't, you wouldn't, you wouldn't. You wouldn't steal from the grocery store. Don't. Don't steal from.

27:46

You wouldn't pirate a car.

27:59

Big computer, big Apple. Yeah.

28:00

Respect, respect. Big tech from day one. Let's read through this back and forth between Tim Sweeney and Palmer Lucky, because they're going back and forth. PC Gamer reported that Epic Games CEO Tim Sweeney argues banning Twitter over its ability to AI generate adult images of miners is just gatekeepers attempting to censor all of their political opponents. Tim Sweeney fired back and said, this is a vile lie by PC Gamer. I criticized a government official for pressuring Apple and Google to block a speech app owned by their political opponent, deplatforming 500 million users on the pretense of stopping a small number of users from distributing disgusting content. And Palmer Luckey chimed in and said PC Gamer loves to make things up about people they don't like. And he's going back to a report that PC Gamer put out about this is an insane headline. Tech billionaires, including Palmer Luckey, set up dumb new bank for those who didn't get burned enough in the 2022 crypto crash. You could write a headline like that. That's insane.

28:02

Why does PC Gamer just so hard?

29:04

They literally use the word dumb. I mean, I guess this is an opinion piece or something, but it's all about the stable coins. And they call him a Bond villain. Wow, they really don't like him. This is crazy. Palmer replied. He said, quote, the point of SVB and thus erevor, is risky bets on fledgling startups that are unlikely to be backed by traditional finance, which has all these pesky rules and regulations. Why are you lying? The point is literally the opposite. It's time for Silicon Valley to actually get involved and organize in California. 1. Financially, tough times are ahead for California. California's government will almost certainly try to loot Silicon Valley. Silicon Valley will flee for this will create a severe loss for the Bay Area in California and for the United States. 5. The only way out is for successful technologists to run and win for office at every level in the 2026 midterm.

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Elections, especially for Governor Newsom says this will be defeated. There's no question in my mind, I'll do what I have to do to protect the state. The governor has long opposed a wealth tax because of concerns.

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All of that is very, very complicated. But there's really good news because now you can book a hotel on the moon. A new startup backed by Nvidia NY Combinator, is planning to develop the first hotel on the moon by 2032. I'm going. I'm going. It's starting at at $416,000 per night. We'll see where that actually lands. Thank you so much for tuning in. We will see you tomorrow at 11am Pacific. Leave us five stars on Apple, podcast and Spotify and sign up for a newsletter@tvpn.com See you tomorrow.

30:08

Cheers.

30:42

Goodbye.

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