Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?
Publicado no IA Dots ·
Agentes de IAAGIAI Signaldot-ai_agentsdot-anthropicdot-artificial_intelligencedot-dotsdot-metadot-musedot-openaiDotsidioma-enInglêsMuseyt-fAb3YAwHYPI
Vídeo em Inglês, publicado pelo canal More or Less Podcast.
About this content: The summary, key points and topics below are generated automatically from the video transcript. They reflect the content, opinions, claims and predictions presented in the video and do not represent a position, validation or fact-check by IA Dots.
Video summary
The participants discuss various topics related to artificial intelligence, market trends, venture capital, and the growing proliferation of AI agents and bots in everyday life and business.
Key points
- Discussion on Dunbar's number and how human brains attempt to manage multiple AI agents and bots simultaneously.
- Analysis of financial and market conditions surrounding AI companies like Anthropic, including leaks regarding contracts and revenue growth.
- Debates on market valuations, public versus private market perspectives, and potential hurdles for IPOs.
- Exploration of consumer AI agents and bots like Muse, Instinct, and Codex, focusing on their adoption, features, and shifting user interfaces.
- Conversations on the long-term impact of AI technology on human behavior, screen time, social dynamics, and the commoditization of algorithms.
Topics
Artificial IntelligenceVenture CapitalAI AgentsMarket ValuationsPublic and Private MarketsTechnology TrendsConsumer Tech
Video transcript
Transcript from available captions; it may contain errors.
I don't know if we have the number yet for how many bots our brains can contain at once because I've got about two dozen and my shit's going crazy. I think I can do like 10 to 20 things at once. I realistically can do like three. AI is important enough and these companies have big enough opportunities to build actual businesses. But they valued at a price that assumes a stratosphere growth rate across all industries for all time. Probably not. >> Yeah. like the growth rate that assumes that they will be as a business larger than the entire United States economy. >> I wake up in the morning and I'm like, "What should I eat?" Door Dash tells me what to eat. Where do I go? The Google Maps lady tells me turn left, turn right. The trick is the technology has convinced you that you are the one in control. >> Is it no or is it yes? We'll debate the text. That's fast. We get more more or less bread plus sandwiches. Put it all right to the test. More or less. Well, hello friends. Welcome to More and Less. Guys, I'm so excited. >> Coming to you live from X headquarters. >> You're at X headquarters? That's amazing. That still exists. >> It does. This conference room. This is the boardroom. Interesting building in San Francisco. A lot of history. >> I thought they were out of San Francisco. >> Nah, they're here. >> San Francisco's back, baby. Haven't you heard? >> Yeah, you got to be in San Francisco. We have so many agendas. Got four notebooks going. So, we have a lot to do. First of all, to the Morren, guess what temperature our cold plunge is set at? Just guess a cold plunge. >> 40. >> 42. The answer to life, the universe, and everything. >> Great. Great answer. That's actually what mine is set to. >> We are rolling at 39. >> 39. This is not healthy. >> No, it's perfectly healthy. >> I am a woman. I should not be in this. I almost froze to death. >> Women need high 50s. Dave, >> you want a genderneutral cold plunge? >> Yes. >> You know, there is a solution to this, Jess, which is we just need two cold plunges. >> It's the his and her cold plunge. Or just don't cold plunge, Jess. I gave that [ __ ] up a long time ago. The honest answer is it was off and then I asked someone to turn it on and I'm sorry it's at 39 cuz you liked it when it was at like 45. >> You liked it at 45. >> I am surprised I am sitting here alive. That's all I have to say. And it is related to this theme because I've also decided that if one is going to spend very concentrated periods of their life just managing the bot craziness, one has to reenter their brain on a regular basis. One has to cold plunge to freeze their themselves. I was like, I've got too many bots. I got too many things going on. There's too much news. My calves are also hurting. Can I talk about this? I was telling Dave, so back in the social network days, the naent times of the 20 2000s, this dude named Robin Dunar had come up with this thing called Dunar's number, which is like how many >> this dude >> I'm just explaining it for the lay men out there, which is how many social nodes your brain can comprehend at once. His answer was 150. Hence, like, >> well, that was back then. Now it's 20. >> No, it's still 150. Well, hence Dave created path and everything. Even if it's 150, those are real people. I don't know if we have the number yet for how many bots our brains can contain at once because I've got about two dozen and my shit's going crazy. I think I can do like 10 to 20 things at once. I realistically can do like three. >> Can you explain what you mean by you have 20? Like I have like tons of sub agents. I only talk to three of them. >> I'm not going to let us go down. We have a whole section on bots and I'm going to announce the bot AGI challenge as well. So get very excited for them. But we we're going to jump in. Okay. >> What's our agenda, Jess? >> Our agenda, we have to talk about what's going on in the markets, public, private, venture, some shock waves. We have to talk about dot muse instinct. The latest. This will be our bot segment. >> Is this where we talk about how Elon bought.com? >> Oh no, I missed that. >> Did you guys see this? He bought.com and redirected it to X, which is freaking hilarious. He paid like $20 million for the joke, which I think is totally worth it >> for him. It is. Also, why how did they not own dot.com? Okay. And also, I don't know if you saw, but there's been a worldwide global US super intelligence pact. It's official, guys. Everyone signed it. >> It's an accord, Jess. >> It's an accord. >> My favorite was, did you see whose signature looks like a third grader? Brockman. >> Brockman just wrote GBD. Well, Donald Trump spelled his name wrong on something recently uh when he signed. I heard that Trump is in town today, too. >> Oh, no. >> Yeah, he's doing AI meetings this week. >> I heard he's in San Francisco here. >> [ __ ] I have to fly into San Francisco in an hour. >> Maybe that's what the sirens were. >> Should get him on the pod. >> Nah, we should get Marco Rubio on the pod. Let's focus on the next thing. >> Guys, I have to say on the pod, I'm at yet another secret conference. We have a lot of fans. >> I know, David. I've gotten stopped at public a lot. >> Oh, yeah. I got stopped yesterday. It's in a very very small world, but like a lot of people really like our podcast. So, good job. >> Yeah, we appreciate you guys. >> I mean, I won't say who, but like top eight CEO in tech came up to us out of the blue >> at a different secret conference this weekend. >> Oh, I've been looking for you to tell you like kind of stuff. So, >> that's awesome. So, we should keep doing it. >> We love that fan and everyone else. >> Thank you everyone. We're happy to have you. Appreciate you listening. Let's deliver some value, guys. Okay, so Anthropic S1 came out. Information subscribers would have known the numbers, of course. >> Well, it didn't come out. It was a leak, right? And it doesn't have up-to-date numbers. >> Attest to the ballerness of the reporter at Reuters who broke it. So, yes, you can update the numbers, but sure, these numbers are public. >> Have you seen the memes of SAS investors welcoming Anthropic to the no growth table? It's really funny like people are posting these memes of like these SAS companies being like welcome anthropic. >> Well, it's more it's more just the the amount of losses I think that if people haven't been paying attention. >> Well, also the flatlining at 70 or whatever the number was. People like growth. Flat is very scary. >> Flatlining. Tell the people what flatline. Give them a sense of the numbers. Look, I'm just repeating what I see on Twitter, but there was like a, you know, revenue is hooking up and then like basically as token prices have dropped, their revenue shockingly just kind of flatlines. And again, like in a world where we're playing infinity or zero games, which is the whole world right now, flat is very scary cuz flat can go up or down. You do not want an S-shaped curve in a world of infinity games. >> I don't think their revenue growth is zero. So to be clear, >> no, but the slope of the curve changed. >> Yeah. No, the slope of the curve change. >> Everyone's talking about second and third derivatives anyway. So, you know, >> by the way, it also changed in the extreme positive direction, too, which we all knew sort of wasn't sustainable. >> Problem is the whole thing when it's just jittery, right? Like, you can't project. And if you can't project, then you know what the hell's going on. >> So, Sam, your view that there's no long-term predictability and growth, value, revenue, profits of these companies, I think is true. And >> oh my god, am I right about something? Am I being validated? >> Yes. So, what's going to happen to all the LPs and then VCs when the frothy anthropic might not come through? >> People are going to find a way to get their bag. Regulatory capture. >> Well, also though, Sam and I are just singing. We're so tired. >> You guys do sing a lot. It's sort of weird, guys. I I stood up. So, recruiting awesome journalists in Israel, which I'm doing. >> Yeah. How's your Israeli recruiting going? Oh, I I had such a fascinating fun conversation last night with someone. I really enjoyed it. And then I was like, is it gonna be worth a 73 sleep score and I said, you know what it is? And that is actually one of the highest compliments I can pay to these people. But macro picture is not good. So even assume anthropic is not on the table. Aura, god bless them, love them, pulled their IPO and cited market conditions. those market conditions as pod listeners realize is everyone's concerned about inflation. They don't know what the Fed's going to do. Right. You >> well and interest rate. >> Wait, Jess, you said that anthropic is not on the table. >> I think anthropic probably I I think it's 60% they get out in November. 40% they use the general market uncertainty to regroup a little. Maybe it's 65% they get out. >> Is the market that bad? We're talking about Aura. I don't really understand what happened here other than that they mispriced this. Like they priced it way too high. You know, they got cold feet. It seems like like the market's not in that bad of shape this week. >> Here's a question I have. I like Aura as a product. I really do. And I actually, you know, Martin who works with Jessica was pointing out to me that years ago I was explaining why GoPro is definitely going to zero. I don't think that or I think or is fine. The question is who wants to own mid assets in 2026? We're just in a world where like everyone's trying to figure out what's going to 10x. Everyone's effectively a seed investor. And the problem with Aura is like they'll do fine. Maybe it grows, but does it go from a 10 billion to a 20 billion? What is the hundred billion dollar story? >> I want to answer Dave's question first, which was really what is happening in the markets because it doesn't look like they're tanking and you know dayto-day it doesn't look that bad. But there is like a huge uncertainty fear underneath and a lot of that is around what's going to happen to interest rates and bond prices are all over the place. So there's a lot of volatility and concern in the bond market that is back row and some of it's just related to the Fed and inflation. Some of it's related to war and geopolitics. But that is a factor. I think what you said is also true, Sam. And when people talk about the window being open, it it is for any company just at a different price. But like there's a lot of fear and uncertainty in the markets right now. And so I think if Anthropic gets cold feet, they have cover. >> Totally. Which is what Open AI did. >> Yeah. Which they probably still get out because I you just don't want to be in limbo. I think Sam, it was your favorite company Box.net. >> Oh, I love Box.net. >> That was many years ago when they pulled their IPO. Like you don't want to have to be in that limbo. Customers get worried, employees get worried, and so forth. Here's the real question. The private markets and the public markets have two very different views, it seems, of what these companies are worth. >> Oh, it looks like Sam, did you read the information this morning? >> I may have. >> Wall Street and Silicon Valley split over AI's price tag. Oh, >> you know, I've been at a conference, but I probably did read it. Very good stuff. >> You're welcome. I gave you a talking point for a podcast. It's worth 399 bucks. >> Love the information. Great publication. Totally right. I just think that's like the big thing is like these things can keep raising private capital is my sense for now. It's not like they can IPO and they're done. Like there are lots of IPOs are like I don't like you you IPO, you don't you're not incinerating cash. These things have to think about I have to raise money for the IPO and then be willing to raise tons more money continuously. And the question I think they have to ask and you have to ask yourself is like who's going to be more gracious on that when you go and find it turns out right now I actually think it might just be that the public markets are not going to give them what they need versus the private markets. It's better to stay private and just like run up private capital and like there's lots of people who want to own these things privately for all sorts of reasons but the second you have to deal with like actual liquidity and like what the public markets will pay I just I'm not sure it's the same. But then it just further constipates the whole cycle, right? Like I was meeting with an LP, especially with Aura, they're in like a quiet period. So literally all the people who banking on them getting out today and we're like planning all their budgets and forecasts off of this IPO as one of many that are potentially in the stack right now. So I'm talking about an LP that I was meeting with that has exposure to Aura and was like, I literally know nothing. Like I'm in we're in a quiet period, so I don't know how to like reforcast what I'm doing. And so then if LPS are constipated and then further paused, then VCs are going to get constipated and further paused and so down the line. >> So much constipation. >> A lot of constipation. >> What's the fiber? We need some mucinx >> guys. Ick I mean fine just but that's true and that's been the story of the system for some time. We've also had the hugging faces and you know all the the craziness happening too. So, what was the big sale yesterday? World labs, but their last raise was at 5 billion and they sold for eight. Fine. >> Yeah, but Martin Casado and A16Z made a [ __ ] ton of money. Yeah. A lot of LPS are also talking about this as a barbell strategy. Like there are companies that are like getting out or meaning like getting acquired, open router, road labs etc. >> I mean, there's going to need to be a lot more of that because there's nowhere else for these things to go >> or else they're going to take 10 plus years. That's like the thinking. Fi is rich. Fei is great. Why does Fay sell? She's sell I think everyone's just in this like get your bag and get in a platform moment because everything is uncertain. >> Yeah, because distribution >> and also like building a frontier lab as a Stamford professor is probably not like exactly how you want to spend all your time, right? >> The problem is like this whole cycle and whole story again like anthropic and open eye are financially like an infection. If they can't support their spending, right, we all [ __ ] >> Not me. >> You're fine. Uh, thank God. Well, I just think the problem is like it's a really weird place where like it's in no one's incentive for these things to not work out even if you're not invested in them if you're broadly in the economy and yet there's real risk that they're not going to work out, right? And that's a really weird place to be. >> But I think one of the crazier things I saw in the leaked S1 is that Anthropic like has over the next 10 years over half a trillion dollars in mostly non-cancellable contracts like booked. Yeah, it was my favorite sentence, too, is like who's making the money? Not Anthropic. It's all of the cloud providers. It's like completely ridiculous. >> Or they figure out wet labs and vertically integrate and close down their services and they're a completely different business and like whatever. But like it's weird. It's like SpaceX is like an option on 15 different businesses plus unique rocket capabilities. These guys are like in a commoditization race for their core where like again if and they are options on really great stories but they're just stories. I mean Sam back to your prior set of comments. What does not work out mean for what these businesses? Like what does not work out mean? >> Anthropic or open AI? >> What happens if they don't work out? What does that actually mean? >> I'd flip it around and say right now like what is going on? I keep referring to as like the triangle trade. Like DC needs them work out. We need 8% GDP growth. We don't have it. We've got a huge debt problem. >> Eight's pretty. We're not going to eight. >> Well, people are saying maybe four of inflation, four real like there's something like people are arguing about the numbers, but like let's it's a big number. It's a number much bigger than we've ever had in recent history. So DC needs it. The country in that way needs it, right? Silicon Valley is having a [ __ ] party. And then New York weirdly really needs it too because New York is like this is like a huge financial engine for New York unlike historical tech situations where look you can't make that much money on Facebook or Google if you're in New York because they don't need that much money. It's like not your business now you need everything every insurance product everyone's freaking having a party. And so the problem is when you say not what happens if they don't work out I'd flip it around and say right now if you did not have an AI story we would be in like terribly dire straits. >> Yes. But like what happens if these don't work out? Do these companies literally shut down? I'm trying to bring it down to earth for the listener. Like what really happens? >> Here's what happened. So we're talking about a question of valuation. The first shoot a job would be around pricing and valuation which is one reason Open AI isn't rushing to do this in the public markets because if the public markets are fundamentally going to value you at a percentage and of what you've been privately raising at, that is a big event. is a big event for employees. It's meaningful, right? It changes the narrative. It has practical problems. And I think, look, many high-flying companies have come out at one valuation and settled somewhere else. And I think that probably is the most likely thing. Not that these companies have escaped velocity that's unlimited, but there's a trading event where these early investors can take their bag and then there's some settling of what this thing looks like with the asterisk that the the liability regulation and business growth are all jump balls for how they could land at any one moment in the narrative. But it's not clear that that's a death sentence. It's also quite challenging. Then you have other issues about you know just that we spend most of our time on the pod talking about which is how do things commoditize when as these products diffuse what is like the real underlying demand and pricing power. You know, I tend to believe that AI is important enough and these companies have big enough opportunities to build actual businesses, but or they valued at a price that assumes a stratosphere of growth rate, you know, across all industries for all time. Probably not. >> Yeah. Like the growth rate that assumes that they will be as a business larger than the entire United States economy, >> which by the way, if that happens, we're going to be communists anyway, so it doesn't matter. Like zero and infinity are the same thing for these companies, right? which is a weird thing. >> And also, wasn't this week the first week the Verscell charts were showing the open models outpacing the closed models to some regards? Yes. >> Like the displacement of closed versus open continuing to be a headwind as well. >> Well, but it's unclear. You can read that chart two ways. You can read it that there's a open models are out competing the closed ones, but what that chart doesn't show is that pi is getting bigger. And so it's hard to tell if that chart matters to the outcome for these companies in the public markets. Anthropic must believe that it has sufficient knobs to turn on token pricing and token consumption that they can get into the public market and maintain some kind of pricing power that gives them the ability to get everybody liquid. Otherwise, they wouldn't be doing it. Right? The thing is just interesting is you look at these businesses and you're like generally speaking these public companies especially at this scale there's like two things you're investing in a core business that has some properties that you believe in and then you're buying option value on top right which is there's six things that might happen to make them super valuable. I think that the core anthropic business which is can you sell premium tokens to people effectively like can you sell it at a higher price than the open models because like what you're doing is so valuable like and that people will sink infinite amounts of money into marginally better tokens that's the core business it's been totally true for the last bunch of months it's flatlining are there certain people that will pay infinitely forever for slightly marginally better tokens maybe but like that's like the weakness of the core business is that whole conversation and I think things like muse which again can argue are not as advanced as feeble but are clearly sufficient for like what normal people need, right? Kind of put a dent in that story. I think there's a a further nuance here, Sam, that I've picked up on in the last maybe couple weeks, which is that these companies also went and built forward these like quote unquote forward deployed companies to go effectively be like Mckenzie and service the Fortune 500 or 2000 and build token operations inside of those companies with kind of the expectation that they would then be able to sell their luxury tokens to those Fortune 500. And I think that they kind of thought that this was a really good business strategy that they go and they build software that consumes their tokens. Those tokens get priced at a premium. And it does appear to be that there's a little bit of a business strategy mishap going on here, which is that the open models came out of nowhere and all of a sudden the CFOs were like, "Hey, you built me this software to spend your tokens, but like your tokens are really expensive, so I kind of want to spend the other tokens." And now there's these forward deployed companies and forward deployed teams that are kind of in this weird position out there in the market. And that's like a nuance that I've been picking up on that I haven't seen anybody really talking about, but I I think that it's a it's a thing that's playing out. The flow to play thing actually weirdly, you look at the palance here or whatever in a story of it's a security problem, it's an integration problem, it's hard to switch. It actually kind of makes sense for locking a bunch of people in. It's just a very different business model if it's like, well, we're doing forward deploy and what we're going to get paid on as a tokens, but actually the reality is, and this is my biggest thing. >> That's what I mean. It might have been a foolish business strategy. >> Yeah. Is just it's not a terrible thing to try, but the thing for me is like I keep going back to this fact. I use a lot of cloud. I think Cloud's excellent. It's like the core of my infrastructure brain. But if I woke up tomorrow and Claude was gone, I would care for about 1 second, right? Okay. And like that is the fundamental baseline problem in the core business model. Not necessarily unique data wet lab vertical integration bogey solve all cancer in a way others can't like there are still option values on having this but you got to support a massive core infrastructure and cost structure and the question is is there a core business or not? >> So what do you think Meta is going to do if they just hired a head of enterprise this week to go compete here? Oh. Oh time. We have a guest showing up. Are you guys in adjacent rooms? You have the same headboard. >> You guys must be in the same place. >> We're actually in the same room and we're sharing a bed, but we, you know, we don't really want you to know. So, we're using AI to like fuzz the background a little. >> We AI changed the bed color to be different. >> Okay, hold on before you guys keep talking. This is Adrien. Adrien, introduce yourself for the people. >> Adrian's a pilot. >> That is my claim to fame in the world. I can fly a plane and a helicopter. No, I'm a friend of the Moors and lessons for the last 20 years. That's what I am. >> And what do you do, Adrian? Why should we believe what you say today with any of your wisdom? >> He flies planes. >> I fly planes. I invest in companies. I'm an investor in about a 100 funds, 300 startups, 40 unicorns. And then with my other hat, I I'm a founder. I run a bunch of companies, some that work, some that didn't. But these days, I mostly help companies get off the ground and kind of help incubate them mostly in AI and deep tech. >> All right, guys. I got to 140 day. So, we're Adrian, you know, we fly down into this secret conference and we run into this like large institutional LP and they're talking about how very excitedly they're actually an LP of ours. I quite like them about how they're using AI to track their 14,000 private company positions. D. You're like, you have too many positions. Adrian's like, "Wow, you invested in 14,000 companies." Like, well, no, like through the funds were invested in 14,000. And Adrien does the math in his head and he's like, "Yeah, I've invested in 14,000 companies, too, that way." >> It's a classic, Adrian. Yeah. Well, Adrian, we're thrilled to have you. I think people should also know you sold built one of the very first AI companies and sold it to Google back in the day. So, >> and I wrote him one of the first checks for that company >> and then built another one and sold it to Open AI. Did you write him a check for the one he sold to Open AI? >> No one wrote checks to the one he sold to OpenAI. >> It was so secret until the information broke it. No, we just hadn't even raised yet. We were going to and you were going to all be our first calls except Sam. >> I was trying to. >> Sam always detests any valuation that I give him. Sam is too cheap to invest in my company. >> It's true. Adrian be like, "We should do this together." And I'm like, "Adrien, I can't afford you. You're too expensive." >> But Dave can't afford me. And Dave is a great partner. >> The Mars pay up. Okay, we understand the premium pricing. >> Yeah. Adrien, who's your first check always? >> Dave is always my first call. I invest in people >> and Brit. >> Dave and Brit are good partners. Sam is just annoying. >> I offer to split the cost of fuel with you and this is how you pay me Adrian. >> And Adrien doesn't even return my call. So, okay, Adrian, you're in time for second. >> What are we talking to Adrian about? >> I I didn't know he was coming. I didn't know this was a drop in, invite people to the pod pod. >> We need to talk about OpenAI's dev day. I think this is a good transition. >> We are moving to our bot update of the week. as a good a listener of the pod, you know, we have been exploring the bots at various levels. Sam's all in, Brit is orchestrator, Dave is building, and I'm sitting here on the sidelines in or out. I'm happy to report this week, everyone. I went fullbot. You went full muse. I went full muse. >> It's good to have you, Jess. Get on the train of the polyenturous future. >> I keep waiting for Mark and Susan to call me and telling me to stop using Muse. This is how much I'm using it. But >> wow, >> why would they want you to stop? They want you to consume it even more. >> I am melting down their data center, Dave. I'm convinced. I'm convinced. I'm so convinced. >> Jessica's understanding of what compute scale is is hilarious. >> I'm like, "Oh, it just bought me an ice cream and delivered it. I'm surprised there isn't a blackout across Louisiana." Yeah, that's what I'm thinking. Jessica either thinks there's like 12 people in the world or she thinks that like these numbers for AI spend on Neoclouds are way too small based on how much she thinks she's spending with her in virtual instance. I think you're just forgetting that the latest models like are incredibly efficient if you don't use like we all have like the souls and the light and the Kimies like there's very very inexpensive models right now. They're almost certainly not using the highest computation models. So I don't think cost is a big issue. >> Okay. Well, I'm glad that I'm not personally responsible for this. But also, and we should mention, and he's going to come on the pod, Ben Sherin, Schwaren, how do you pronounce it? Of CO2 joined Instinct as its first chief business officer, which finally got me on Instinct because none of you schmucks invited me. And he's like, why aren't you on Instinct? I have so many invites. You didn't even ask. >> Why are we having the business officer? Let's get the product guy. >> We can get Noah, too. I don't know. I I just thought that's what we do. We invite people on the pot. So anyway guys, I want to announce a competition. All these bots are trying to compete, especially for the mom Brit. You were right. And I have decided that the first bot that can log into my kids school software and update three kids after school plans and make sure they are synced with a Google calendar. >> All the bots can do this. >> You have not seen these after school plans. is very very complicated. Muse is currently at 90%. But anyone that can do this has my undying loyalty and I will award the equivalent of a millennium prize. >> I actually love this as the AI benchmark for Jessica. >> First of all, I don't think anyone here that's a dad should be talking right now. The moms are the ones who log into the kids software. I will hawk your product for 6 months if you can do this for me. >> Jesse, you don't need to do that. You can start a company tomorrow called the mom index that has 12 mom tasks that each model has to complete. >> They wanted me to do this like 3 years ago. >> This is actually a way better benchmark than any of these other [ __ ] benchmarks. >> Brit build it with me. We're building the benchmark. I'll build it in by the time we're done with the pod. It'll be ready. Booking a tennis court number two. >> Codeex can do all this today. I think you're insane. I know. >> I think any any of these can basically do it. >> Adrian, you're right. But I mean that is also the problem with this is why OpenAI had to rebrand codeex dots right because people don't know how to use codeex and codeex is for coders not for moms. >> It's also a bad brand. You need to call it dirty. >> That's why they did it. >> I know. I just haven't had time to get my dots going yet. But Dave Adrian talk to me about dots. >> Dots is muse from open AI, right? Or instinct from open AI. I think that's like an unfair framing for what it's worth. Open AAI already did this and they just rebranded it. Like codeex >> I agree with you Dave. I agree. So like basically everybody has the same functionality and the thing is that everybody's packaging that functionality in different ways and kind of different experiences and basically instinct and muse realized let's just go back to the single thread act like an assistant sort of thing whereas codeex was actually a little more in the power user like you can have different threads you can control them and so because the muses and instincts of the world are taking off open AI was like okay let's just go ahead and kind of copy it if you're already a pretty power CEX user, you're a little like, "What the hell did you just do?" Right? Like, "This makes no sense for me." >> Yeah. But most people aren't. So, it's still a good strategy. >> It was already there for 6 months. >> Correct. But to Jessica's point, if you're not yet on the platform, and remember, I think the last number is like a billionish people use Chad GPT. And by the way, billion5 have tried it and didn't stick with it, which I think is an even more insane number. That's the number I really want to focus on. But that means there's also a bunch of billions that are not yet on the platform. And so I think it's probably a good customer acquisition strategy and probably for existing users it feels a little disjointed. It's like you just kind of piled this thing on as opposed to redesigning this from the ground up for what I really needed. >> Yeah, but they said like text messaging is coming. Clearly they did this in a hurry, right? They did this in the last two weeks. They had Grockbutt, Instinct, Muse all in the last month. >> Guys, I can't use Amazon on Muse. So goodbye Amazon. That's how loyal I am. >> This is what we were talking about last week. It's 1982. The Macintosh hasn't been invented yet. Nobody has figured out how to make AI agents useful for the every person global scale. It's like we're still not even close. >> I agree with what Dave is saying except Dave, you forgot to insert your OpenClaw reference in there. So, can you just try again and get it in so that the audience knows you're affiliated with OpenClaw? >> All of these are built on OpenClaw. All of them. >> It's true. I actually I'm giving you a hard time. I kind of agree with you, Dave. I think they're getting to the question that I think really matters right now, which is not the UI, it's what's the moat, what's the defensibility? We're all like hopping into Grockbot and hopping into Muse and hopping into Instinct, etc. So, if Instinct is worth eight quadrillion dollars or whatever it's worth right now, I want to know what's the most. >> What about network effects? Is the first one to talk to the others the winner? This is what Instinct's doing, and I started doing it this week. So, your Instinct can talk to someone else's instinct. I'm sorry, Brit, but Instinct has absolutely no advantage. >> Okay. Well, let me just tell you, >> if the cost of writing software is going to zero, there is no moat on those integrations, as long as those integrations are done via APIs and not done via BD deals. >> Amen, brother. >> I think that what you're finding is that there's going to be winner take all. I should say winner take some. There's going to be a few big winners because the setup cost for the user starts to be pretty incredible. like I don't want to go try the latest thing because I've got all my setup already. >> So Adrian, I agree this is an important question about the moat. Brit, what are your thoughts? My point is I was intrigued by instinct letting your instinct talk to other people's instincts and I am in a bunch of women's private WhatsApp groups. A bunch of my mom and female entrepreneur friends are like obsessed with instinct because of the coordination vector. And back to Jessica's point, I think me and Jess are the voice of sort of the normal part of America. You boys like live in your little bubble. >> So normal. >> Okay. So what they love about it is like they can just like offplay all this stuff and like people are coordinating with other moms for playdates and whatever it is they need to coordinate about that's really annoying. The problem is I've started using this now with a bunch of people and their instincts and my instinct and they're off talking to each other and now I'm not talking to these people anymore. And I think this has like serious social repercussions if like the agent to agent future keeps going this way. Like I did it with Dave and then I didn't even text with Dave for a whole day and I was just like Dave text my agent. >> I was never more offended. Brit started using her instinct to try to coordinate with me. So I >> we're coordinating date night. >> I immediately came back and had it start coordinating far more interesting things with her. Some some of my best friends in the world I haven't seen for like nine months, but I talk all the time through FaceTime, right? Like why is FaceTime okay, but my instinct agent is not okay? It's just that the Overton window has yet to move into this world where we're used to communicating via agents. We went from we communicate in person, now we communicate via Instagram posts. >> You might be right. >> No, there's no humanity in it. I'm losing actual context of humans. FaceTime is human to human reducing the barrier between >> Is Instagram the same? Is Tik Tok the same? Like is text message the same? >> I know where this is going. I'll cut to the chase. >> I'm glad you have all the answers. >> No, but on this I just feel it very deeply. I am going to cut my screen time by 20%. By using these bots. So we are just the middle has fallen out. I'm already on track, right? Because I can track it. There are going to be parts of things that are hyper automated, hyper efficiency, hyper productivity boosting, but we have to balance this out with like transcendental medication meditation. >> I would like to make three short points. Point one, my favorite thing with Jessica has innovated is she was like, "Oh, let's just give the bots our printer and it can just print the [ __ ] we need. We don't have to look at screens." Brilliant. >> Right. So, like now our printer is just like humming with like here come the daily report. It's actually fabulous. Great idea, Justin. >> Thank you. >> Point two, Adrian. There's no [ __ ] mode to switching these things. We've been talking about this in the pod forever. I literally have like a GitHub repo and a bunch of databases and a new one comes online. I just feed it my background. I all update it. It's costless to switch. It cost me nothing. When Muse came online, I thought it was very funny. I literally just fed it everything that Claude had built for me. And like there was no switching cost, right? And there never will be because that's the whole point is that there's no switching cost to these types of things. That's not entirely true that there never will be. >> Okay, so the never will be. So last part, here's the crazy P and this is my third point to your point. I think you're 100% right about this. The only way there ends up being lock in somehow, right, is through BD, which is hilarious because it basically means that what's going to end up being is the world first all of a sudden all the engineers got overpaid. Right now we're in the place where all of effectively the political operatives are getting overpaid to try to deal with Washington. And ultimately it's going to be like all the business teams getting overpaid to see all these deals. But like it's basically this this race. >> It might work for the opening months of figuring this out, but it's got to sort itself out. >> Whoever can clock in Walmart and Amazon exclusivity for a hundred gajillion dollars. >> It'll be the same as the Frontier models. The Microsoft Open AAI marriage lasted what 6 months 12 months of exclusivity. >> This time maybe they'll define AGI better. >> I've just defined AGI. Yeah, I think there's also vertical integration, right? Like if you're the iPhone, you could sit there and be like, I'm listening all day. I'm collecting notes, but I'm just going to not hand that out to someone else. >> Apple and Google should win this. I don't know why Apple and Google are not winning this yet. It's crazy to me, guys. I'm sorry. Apple is so bad. While I have Muse doing like the most insane things and Instinct doing the most insane things, I was calling my chief design officer, Clark Miller, and I sold Siri to call Clark Miller and it couldn't. And I'm like, are you [ __ ] kidding me? >> Guys, that's why it's going to be so funny when they win. Like that when the idiot wins, that's going to be the funniest [ __ ] outcome. >> There's no winning here. There will not be one agent to rule them all. The future is polyenturis. Everyone is going to talk to every single one of these agents. Instinct did 1 billion in GMV and 50% of it is travel. It is super clear that Instinct is the new kayak. >> Why do you say that? >> Because it's like very obvious in the data. >> Just cuz they did a billion dollars in GMV, that's actually not that many plane tickets. >> I understand, but like Door Dash is launching their agent today. Like they're going to be the Door Dash agent. Okay guys, raise your hand if you think 18 months from now Instinct is an independent company. >> They hope it's not. I mean, this is the moment for them. >> None of us think going to be an independent company, right? >> Very expensive. My other thought, Jess, is back to what you were talking about, which is I've been thinking about this a lot this week. Maybe it is not the end of times. Maybe it's the beginning of times. And the reason why is that for the last 30 years, whatever since the late '7s, computers came on the scene. And people spent the majority of their days sitting in buildings looking at glowing rectangles, fidgeting with computers to try to get them to do the things that they wanted them to do. And most of the output has been not that great. And we've all been like trying to fidget with these things to get them to do amazing things for a long time. And it didn't really produce like that much interesting cultural content. It didn't really produce the greatest architecture. We're sort of at the end of that era. And I actually think it's quite exciting that we all can just speak English to these things now and be creative. And what movie do people reference the most as like the future that they want to live in? The movie Her. >> They want to live in that. That is like a very cynical movie. >> People talk about how much they want to live in a home where there's no screens. >> The whole point is that guy is so lonely. >> I understand what happens in the end, but when people reference the guy's home and how he interacts with the computer, people really like I think want the screens out of their life. They want more offline experiences. They want to connect with their friends. And so the optimist take here is the one that Brit is saying, which is that like maybe these things, yeah, you aren't doing the logistics over text with your friends anymore, but maybe you're actually hanging out with your friends a lot more because of the these new computers. I have like almost the exact opposite thesis, which is what I think of as like the disembodiment of humans. We keep saying, "Hey, the tech sucks. We don't like this social. We don't like these agents." whatever it is. Ergo, what I'm going to do is I'm going to go back and retreat into the real world. But let me give you an example. When I was a kid, I grew up in the US. I had like a thick accent. I was like kind of like not the most attractive kid. I didn't feel like I fit in in normal when you're a stunning adult. >> Yeah. Now I'm a stunning adult. Now I'm not peptides. >> This is a no peptide episode. Just let me finish my damn point. Okay. So the point is I would go to the internet because I felt like it was more genuine. I could be as tall as I wanted to be. I could be as skinny as I wanted to be. I could have no accents. I could do whatever I want. I think that what happens is as technology gets good, we use it to express ourselves. The problem right now is that we're in this kind of local optima where it's like the first version of technology. The first version of your agent interacting with my agent feels dystopian and feels shitty. But two things change over time. The first is products only get adopted if consumers want to adopt them. Airgo products have to be better and better at kind of tricking you into believing this is what you want. And then the second thing that happens is we just become more accustomed to these things. We become more used to them. And so that overton window changes. If you fathom if I told you to imagine the year 2026 and the year 1950 be like we're all going to be walking around staring at 4 in pieces of glass. You'd be like that's [ __ ] insane. Nobody would ever do that. except that's literally what we do all day and we feel empowered by doing it. We love doing it, right? And so I just think we're going to end up in a world where these agents end up being more herlike than instinct like or whatever that looks like. But I think that we're going to continue to invest more and more of our lives into staring at screens as I'm doing right now. I feel like I'm interacting with four of my really close friends, yet I'm staring at a 12-in piece of glass. It's just firing off random pixels in front of me. I think human agency is a key thing here. I think you can actually like live the life you want to live. >> I think it's better to focus on computers. Computers are incredibly difficult to use and they waste so much time. >> Can I for one say think you're everyone's right? Here's the reality. Let's think we actually agree on that this technology should help people live the lives they want to live. Right? I think that's like the key baseline. Here's the thing, Jess. You're a attractive, successful, rich person. >> Will you stop flirting with her on the air? >> I agree. >> And so the world is your oyster. So you're going to say, "Hey, look, this digital stuff, I don't need it. I want to be in the real world. Just take care." But Adrien is a terrible accented child. And like Adrian wants to find his people online, which aren't physically located to them, right? He like he wants to be really into some into his he wants to find his people that might not be possible. He might not be able to travel to them and the screen will like and bring him to them. So I just think it's like everyone's going to like live the best life they can and like the real problem is that is the economy and the world is getting so split between the extreme halves and halves and globally the halves are living more and more of the same life and it's awesome and everyone else is getting real mad right about that split. That's I think the big story on a lot of this stuff. >> And this isn't to overlook the like potentially addictive natures and the weird like that is all really important. But I think as someone who runs a business like all I have the privilege to decide how I use my time and it's very exciting because I can accomplish so much. >> Are you acknowledging your privilege? Do you have a land acknowledgement while you're at it? >> No, I've got none of those. But I do worry about there's so many ways that it can suck in and exploit and all that kind of stuff, but I really think I mean I also hit every goal I achieve obviously, but my screen time will be dramatically reduced this year. >> Well, especially because apps are going away. Literally this thing Door Dash launched today where you can just text message what you want from Door Dash is kind of amazing. It's like the first step in what's about to happen. >> Well, but I use Instinct and Muse to text message Door Dash, too. >> Fine. Either way, you don't need the apps anymore unless you're Sam and you're on TikTok all day long scrolling, scrolling scrolling. >> But if so, then we're sitting in this like local blip because it's like you got to project out. If you project out n years, like almost certainly we all have neural links or equivalents like plugged into our brain. Like we're only getting more and more connected and online. We're not certainly like moving away from that world anytime soon. >> No, I think it's a barbell. >> Really? Go live on a farm, Dave. >> I do live on a ranch part of the year. Then give me your 25 little iMacs that are chilling back there. Give me those way more than 25. >> Give me your 200 Mac minis. Give me your damn 19 phones that are like lying around your house and then go tell me you want to live on a farm. >> No, no, no. I only have one. >> The upshot here, and I'm going to bring this segment to a close and then we'll we'll have some parting thoughts, right? Is as always, the technology doesn't have agency. The humans have agency over the technology. And that I believe was >> I'm not as convinced as you on that. I think actually that you have the perception of agency. Like I wake up in the morning and I'm like what should I eat? Door Dash tells me what to eat. I where do I go? The Google Maps lady tells me turn left, turn right. I want to mate with somebody and and the Hinge app tells me who to mate with. Like like the the trick is the technology has taken over. >> Adrien, we need to get you married and with children. Get Adrian to Eslyn. >> The trick is the technology has convinced you that you are the one in control. >> I could not disagree with this more. >> I totally disagree. >> I love being the peacemaker. Check this out. Can we agree that being disconnected is the ultimate status symbol at this point? >> Yes. Absolutely. Yes. As long as you have money and you're not unemployed. Like it's kind of like how rich people like to go into the woods and pretend they're self-sufficient and like when they have the staff hiding in the back like the idea of disconnection in the real world is like the ultimate luxury. >> Do you know what the phrase that people are used is? Offline is the new luxury. >> Ah so you are a luxury venture firm but the basic point is like that is the status symbol is I don't need to be online all the time. >> I agree. I do feel like I need to like defend how incredibly hard I've been working this last week. >> Okay. No. If the status symbol is to not be offline, if you genuinely or not be online, if you genuinely believe that, then why the hell is everybody like, "Why don't I [ __ ] have Starlink on my plane right now?" Right? Like, this is [ __ ] The reality is we love to say this, but none of us are actually doing. >> They want the option to be online. >> I think there's some truth to that, Adrian. >> That's a funny way of saying you're right, Sam. I know those words don't exist in your vocabulary, >> but I want you to practice. >> Thank you. Oh, you can come back every week, agent. Okay, guys, this is wild. I just by the next time we convene, how many more agents there are going to be >> like in the world? Like so many. >> No, no, I just mean like how many more announcements? Dave knows the answer to this question. Let him answer it. >> Like seven day week overw week agent. >> There are millions of open claws every week starting. I mean, it's like it's crazy. >> And muses and dots and instincts. I do think the way to think about this, and you guys didn't believe me two weeks ago, 3 weeks ago, is that every single app on your phone's becoming an agent. It's going to happen extremely quickly. >> I just don't know what happened to them as businesses then because I agree with you, >> Sam. Some of these things do very real things like Door Dash is a very serious marketplace business that coordinates enormous amounts of commerce. >> So, I guess the world is like the software world, but it's funny. I actually have more apps on my phone I use now than ever before, personally. But here's the funny thing. My home screen now is almost entirely apps I've made for myself and I love them. >> Sam, I think this is the other thing that's happening and we've been saying this for a couple of years actually, but I think Astra was maybe the crossover point where you're going to see this happen as well that like there's just going to be a proliferation of personal apps. People build for themselves and their friends and it's throwaway. It doesn't matter. You can build it in 1 hour. I think it's going to be actually kind of cool. It's kind of like the I literally now I'm using apps more than ever before and they're all apps I built for myself. And then hilariously with Test Flight Limits, I actually have users on some of them now, right? Who are just like, "Oh, I want this, too." And I'm like, "That's cool." And then I send one to Dave, which is a sick app. And Dave's like, "Oh, do you have access?" I'm like, "Yeah, so just make your own." >> By the way, do not reveal what it is, but Britain Dave, you have a test flight if you haven't received it. >> I don't want to use Sam's app. He's going to store all my data. >> No, my app. My app. >> Oh. Oh. Oh. By the way, Jess, I heard about this app and I'm a little unhappy that I'm not on the test flight. So, if we could solve that today, that'd be great. >> You can be ON THE TEST FLIGHT right now. Let's solve it right now. This is I'm an equal opportunity. You just have to tell me it's perfect, you know, and then you can have it. >> You are perfect. Oh, wait. Only Sam's allowed to hit on you. My bad. >> No, anyone's really It's open season. >> No, Dave hits on her all the time now. It's weird, but it's fine. Dave just awkwardly comments on her abs like once every 3 weeks. >> This is true. I've got Pilates later to stay motivated. So, thank you. >> Anything to keep this podcast interesting. >> I would like to make one recommendation. Does everyone ready for a book recommendation? Is it about tennis? >> I just recommended a book on stage. >> Nope. Not original. Everyone's recommending Roll the Carls. Roll the Calls by Ari Emanuel. Guys, this book is good. And it's not just good because Ari is Ari and swears a lot, but it is honestly one of the best books about drive, ambition, knowing yourself. It is hilarious. >> And it was written by the same guy who wrote Open, right? >> It was same ghostriter as Open and Shoe Dog. >> Oh, I love Shoe Dog. The top three I tweeted, "This is the canon." >> Oh, so these aren't actually written by these people. They're written by ghostriters. >> Yeah, but that's how all celebrities do it. But specifically JR, but they are I just have not read a book in a while where I'm like trying not to read it too fast. I'm savoring it. So I highly recommend it. >> Okay. What's the name again? >> Roll the calls. >> I reposted the Finn commercials we shot 10 years ago. They work perfectly in 2026. It's like wild. Like I look at them, I'm like all the things. We had a private asset store vault for your credit card and all your things and the use cases are great. But my opening one in it anecdotally is me being like, "Hey Finn, the book Shoe Dog's amazing. Please send it to the following six people. Thanks." Right. And like that was my opening use of agent anecdote from a decade ago. So the world's a small place. >> Matt Vasilera did the videos, my brother. >> He did. They're beautiful. They're really great. >> Does anyone have a suggestion? And do not say Taylor Swift's new songs because I will not endorse them as a pop culture. >> Well, the only one I would endorse is Babylon, but we can skip that if you'd like. Well, did you know Miley is only known by as Miley now? She dropped the Cyrus. >> Didn't know that. >> Yep. I feel like Elon should drop the Musk. I think it's just Elon from here on out. >> I mean, he's That's been He hasn't Yeah, he's just Elon. >> Well, who else needs to drop their last name? Who Who do you think is done with their last name? >> When do you become the first letter of your name is the real question. >> Well, you become principal. Prince became a symbol. >> I aspire to be D. >> Here's the thing. I was at the US Open and it was very funny because they're doing like the the quarter women's quarters and they're doing the fan cam. It was very funny to see who got when they like put your on a celebrity like who got a full name like Michelle Obama versus who gets like one name like Rizza and you're like okay so like there's like some hierarchy of like how many names do you need to describe a human? >> Michelle would have been enough. It was out of respect that they added Obama. >> No, you have to go into parental naming strategy. Dave and I thought about this with our third child because you can't pick a generic name. It has to be a name that can live on its own so that one day if he or she has made it, they can just go by that first name. >> Unless the robots take over and then you want them to hide and you want them to be like Bob Smith. >> Fair. >> Adrien, what is your parting word? >> Yeah, give us a parting word. What do we not talk about enough on this pod? I think that the thing that we keep circling around that just sits in my mind is the AI revolution is happening so fast. We end up going through these eras where we're creating an enormous amount of value. Like we went all of a sudden we didn't have agents. Now we all have agents and we create an enormous amount of value. But then because AI is this kind of cool commodity that can go build anything. As soon as the idea comes out, everyone does it and we collapse that value like immediately. And so what I keep asking myself is at the limit, where do you want to build those real businesses? What's going to survive in this? >> This is the point that AI is communist. >> Sure, I would have said commoditized, but you can say communist as well. >> It's also the dev story of the week, which we didn't talk about. >> At the limit, you can have infrastructure. Okay, that's quite interesting, right? Because like who cares if everybody has the models if they don't have the compute to run it. So having the infrastructure and that could be energy, GPUs, etc. seems really interesting. The other thing is having proprietary data, that obviously seems very interesting, right? If you're the Jane Street of the world and you say, "I'm just not going to give anyone else my data that I'm training on." That seems interesting. And then the third one that we don't talk enough about is the algorithms. And right now, we still live in a world where these algorithms are kind of a commodity. If someone has it, within a week, somebody else has it. Jev comes out, everyone else backs out the engineering of Jev within 48 hours. >> What's Jev? Just to make sure everybody understands, >> it's an LLM that's done as a single pass classifier. So it's basically instead of trying to predict the next token, it just tries to predict one thing which is what is your class? Is this a stop sign? Is this not a stop sign? Is this fraud? >> And it's a great idea and it works really well and within 24 hours literally everyone copied it and the people who made it will get will see no value. >> Did it get funded? >> I thought they did 100 million in revenue in 7 days. >> It also I think it raised a big round but again ignore Jeb for a sec. What happens as we go into this world of AI for science, right? Like where do you make the money? You can make the money on producing the physical world products. Hey, we all got this thing, but I just built the damn vaccine, and what you're buying is the damn vaccine that you're stabbing in your body, right? Like, that's an interesting way to monetize these sorts of things. Another is to just move to a world where we're just far more secretive about algorithms as opposed to right now where we do the classic tech community thing of employees move around all the time, they share everything, etc. Right? This is but for what it's worth though this is like the other really negative dark future of AI which is kind of like the middle ages version where everyone effectively builds a castle and a mode and hordes. We end up in the middle ages 2.0 with these like sovereigns you that are like completely you can't open it. You can't edit it. You have a car. It's a black box. It self-destructs if you touch anything. Like it becomes really testy because there's no other way to create modes, right? >> It's just a pendulum. >> So far that future is not here though. We're decidedly in the open version of this right now. >> For that to happen, everything needs to crash, right? Everyone everyone's like pretending they're getting paid on the open. If it all crashes out and people get super hoardy, I mean, this is what's happening with networks. Like, I actually think one of the ironies of AI is it's very hard to take cold pitches as a VC now cuz you're inundated with them. It's too easy to generate reasonably credible things. So, what do you do? You lock down and only talk to your friend. >> Well, this has happened to the news industry right? >> Yeah. This is a real thing. And so this whole thing is like there's this irony that like when you play it to the limit should create a very closed stratified society and companies that hoard data and people that don't want to talk to each other and APIs you can't penetrate that just give you yes no answers with no context. >> This can't be what's going to happen. It's too fear, too close, too negative. It's just not how humans are by default. >> This is the thing that I think is interesting is in the spectrum of negativity, this is my my like scoffing at the 10% kill all people thing. Maybe there is some percentage truth is also aliens might show up an asteroid might hit us. But this is at least far more practical and a real problem to talk about and deal with in the spectrum of how AI plays out. So if you want to talk about negativity, while I agree it's very negative, it's a valid conversation. I think less negative than people who say like, oh well, we can't care about anything in the middle or anything because all that matters is like the edge case that we can't predict right? >> Oh, sure. Yeah, I agree with that. >> Okay, one more question. Sammy, are you going to be home for dinner? I defrosted some of those cows that I shipped from that place. >> His instinct can tell your instinct if he will. >> I'll be in the air in an hour. Looks like he's in a hotel room. >> Adrien's got a plane, though. It depends how fast Adrien flies. I'd like to not know the details of that, but okay. Well, dear friends, we did it. >> That must mean they are in California. >> There's only one secret conference going on in California right now, so this is pretty easy to figure out. I actually don't think you know where we are, but you might. >> Let's not taunt each other at secret conferences. Guys, I'm going to a fun one this weekend, too. Actually, I think I can talk about it. >> I just like Kevin Con makes fun of me because I swear I don't go to conferences, but I clearly go to conferences. >> Sam, your your shirts are one living name badge. Let's just say that. Okay, dear friends, we did it. Adrienne, you can come back. Not anytime. Little notice. >> Well, Adrien now has the link that we do this on, so we can't stop him. halfway through the episode. >> I like the idea of just giving our friends the link because it's always the same and they just they show up. >> That's actually really fun. >> As long as long as I meet my quote of complimenting Jess's abs and giving one dig to Sam and Dave, then I think I'm invited back. >> What do I get? What am I doing? Adrien, where's my compliment? >> I'm offended you're not hitting on Brit. Brit did not invite me to her big birthday bash. Or wait, or did you invite me but I didn't come? >> Oh my god. Oh my god. Whatever it is, I didn't go, but I'm still mad about that because I saw the photos after. So, we're not Fred Spring. That was a big invite list. So, you really didn't get invited. >> He was invited and he did not come. He forgot what color he was and he didn't know what to wear. >> That That's right. I didn't own enough pink. >> I mean, Brit invited like everyone she knew to that. >> I did not. >> Okay. Well, now I'm going to go check cuz if I wasn't invited, Brit, I'm mad at you. And if I was invited, I'm still mad at you. >> You were totally invited. Just know which grudges you're holding at all times. And with that, friends, we thank you for listening and we do. It means a lot. We love the feedback and we'll see you back here next week for another episode of More or Less. Bye. If you enjoyed this show, please leave us a virtual high five by rating it and reviewing it on Apple Podcast, Spotify, YouTube, or wherever you get your podcast. Find more information about each episode in the show notes and follow us on social media by searching for more or less at Dave Morren at least for me I'm Brit. See you guys next time.
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Assuntos: Agentes de IA, Dots, Muse, AGI. Publicado no YouTube em 2026-10-02.
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