Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit

Channel: Alex Kantrowitz

Published at: 2025-11-24

YouTube video id: 7dzrWHc9hdw

Source: https://www.youtube.com/watch?v=7dzrWHc9hdw

Google's latest model has open AI
concerned it's losing its edge. Jeff
Bezos is back in the AI startup game.
May I meet you? Says Bill Aman. And has
AI music passed the uncanny valley.
We'll cover it all on a Big Technology
Podcast Friday edition right after this.
Welcome to Big Technology Podcast Friday
edition where we break down the news in
our traditional, coolheaded and nuanced
format. We have a great show for you
today because we are going to cover how
Google has come and effectively equaled
OpenAI's technology causing Sam Alman to
write a memo saying the vibes might be
bad for a while. We will also touch on
Jeff Bezos entering the AI startup game.
We'll talk about Bill Bill Aman's pickup
line. And then we'll also cover uh this
unbelievable AI song or some a song that
people uh have started to hate and what
that means for creativity. Joining us as
always on Fridays to do this is Ron John
Roy of Margins who's here with us in
studio today. Ron John, great to see
you.
>> There's no rough vibes here. I'm in the
financial district face to face with
Alex today. So I'm excited.
>> We are here. When the AI bubble crashes,
this is going to be uh the place where
it all goes down. So, we're just giving
an early scout out. We're going to go
take a look at the bull and the vibes
here and see how things are going for
the inevitable AI crash. Maybe it will
crash, maybe it won't. Who knows?
>> Well, the stock market is up at time of
recording. Uh S&P's up 1.4% today,
>> but it's been a bad week.
>> It's been a bad week, but maybe maybe
we're back. Maybe we're back.
>> I don't know. I mean, a week, and we'll
get into it, but a week where Nvidia uh
does what it does, which is crush
earnings, is typically followed by a
pattern of the market saying, "Oh, we're
we're good for now." And shooting
higher. But we had a very different
effect this week. Following on our
conversation about the AI bubble with
Gil Laura last week, it's like, "Oh god,
like the market really is concerned
here."
>> No, we're gonna we're going to talk
markets. We're going to talk debt. We're
going to talk AI.
>> We love debt.
>> We love debt.
>> Bill Aman pickup lines, of course.
>> Right. which uh people are actually
saying is working. So uh
>> I'm sure it is. We'll
>> get to that. Sure it is
>> in the second half. But uh to begin
with, so obviously this week the big
news in the AI world is that Google came
out with Gemini 3, its latest uh AI
model. Gemini 3 smashes the benchmarks.
It crushed on the Arc AGI test. It's
currently at the top of the LM Marita
leaderboards. And even Sam Alman came
out and said, "Hey, good model." Like,
you know, good game. Congrats. Um, the
information comes out with this very
interesting story about it. Alman memo
forecasts rough vibes due to resurgent
Google. Uh, here's the story. OpenAI CEO
Sam Alman told colleagues last month
that Google's recent progress in
artificial intelligence could create
temporary economic headwinds for our
company. Though he added OpenAI would
emerge ahead after OpenAI researchers
heard that Google had created a new AI
that appears to have leapfrogged Open
AIs in the way it was developed.
Alultman said in the memo, "We know we
have some work to do, but we are
catching up fast and he cautioned
employees that I expect the vibes out
there uh to be rough for a bit. I have
not heard OpenAI talk this cautiously
ever uh and and never admit that it's
been surpassed by anyone. So, this is a
watershed moment." No, no, it's a big
deal because when you think about
anthropic, you think about Microsoft,
you think about meta, open AI from just
a pure kind of like model sexiness,
that's my benchmark of choice. I don't
know how it's calculated, but it's
important has not been equaled at any
point in the last number of years. like
there'll be some kind of like you know
lowgrade benchmark which someone might
like you know get excited about but in
terms of actual buzz around a model
release OpenAI GPT5 was a flop in terms
of actually meeting the hype and Gemini
3 had people more excited than I've seen
them in a long time around a model
launch. So that's OpenAI's game and
they're losing at it right now.
>> It was like almost the opposite uh from
what we're used to, right? like the
Google does an announcement and
everyone's like okay and opening eye
blows it out of the water this time
people were genuinely excited like I
mentioned Gemini 3 is at the top of the
Alam Marina leaderboards and trailing it
is actually Grock which is funny and
we're going to get
>> we're glazing Grock
>> we're going to get to Gro um to me that
you know so obviously Sam Alman wrote
this memo anticipating Gemini and I
thought the most interesting part about
it was how he said that Google's success
here which is it's undoubtedly success
ceeded is going to create temporary
economic headwinds for our company. And
I'm very curious what you think that is
because um is he saying uh that this
that people will subscribe to Google
products instead of Chat GPT and that
could slow down the growth or and I
think this is the real issue if Chat GPT
loses that sheen as being the leader the
undisputed leader the first the the lab
that's most likely to be first to AGI uh
then it might be very tough for it to
continue to raise money and keep going
on with this financing run that it's
been on. All right, I'm gonna There's
two layers to that statement, I think.
So, economic headwinds, I think you're
completely correct. Chat GBT is the
verb. Google was the verb for search.
Chat GBT has earned verb status for
every single person I know. That is the
term they use for any AI chatbot,
especially if you're not in the
industry. If they lose that to Google
and Gemini and someone somewhere says I
geminied that, it's a real problem. It's
a huge problem. So, so there's a
consumer side, but my kind of like not
conspiracy theory, but the one of the
bigger parts of this story again was
that Google trained Gemini on their own
TPUs. And in terms of the overall
compute story that open AAI is at the
center of and we'll get more into again
this circle circular financing across
the oracles and open AIs and Microsofts
of the world. If suddenly Google shows
there's a more economically efficient
way to actually build these new models.
I think that actually is much more of an
economic headwind because that screws
OpenAI's entire I'm not gonna say shell
game, but just I'm gonna say very
creative financing structures that
they've built across their entire across
the entire industry right now. Like that
is this a deepseek moment the way Google
actually built Gemini 3 and does it
change the economics of how these models
are built? I think is one of you know
like I've seen coverage of it. I've seen
discussion around it but it definitely
was not at the center of the
conversation
>> right and in a way it doesn't even
matter if it's more economically
efficient I think the c well one way of
saying it about the economic efficiency
is that they have uncon less constrained
access to TPUs compared to everybody
trying to build uh and train on Nvidia
GPUs right TPUs is Google's proprietary
chip they design them they have them at
the ready they are less supply
constraint uh than Nvidia GPUs and maybe
Google you know even if it hasn't found
this like efficient way to train a model
just the fact that they have uh these
chips at their disposal whereas
competitors like open AAI have to go and
you know buy them at at a very high cost
uh from Nvidia um that is that's a real
leg up uh and they could really exploit
that advantage.
>> Yeah. So I think at both of those
levels, economic headwinds is almost a
light way of saying it. I think it's
even more interesting though that like
Sam Altman I I'm very what it made me
curious about is like internally how
does he speak to his team regularly
versus how he speaks outwardly because
we all know Sam Alman is not shy about
being a bit grandiose, bombastic,
ambitious, whatever word you choose. Um,
but internally is he typically more
realistic and measured with his team or
is he when he writes a memo, he has to
know it's going to get leaked, right?
Like what what is the is the way he's
communicating around this significantly
different than he how he has in the
past? What do you think?
>> Yeah, I think it's definitely a change.
And again, going back to like the way
that we open this, the fact of the
matter is that we haven't seen OpenAI
ever say we have to catch up because it
hasn't been the case. So, I think that
like I almost think back to him getting
frustrated in that interview about how
they're going to pay for the uh
infrastructure and he goes like enough.
>> Um,
>> and that was probably right around the
time that he sent this memo out.
>> So, it could just be this like oh god.
No, I mean honestly I have watched that
clip over and over again. Like the f
when it first came out I saw it
circulating. This is the Brad Gersonner
interview where he asks him very you
know like nicely you know 14 billion in
revenue or 17 whatever it was and 1.4 4
trillion in financing commitments and
Sam gets positively indignant and is
like not only of course we're going to
you know our revenue is up into the
right it's hockey stick growth and then
oddly got into you know like well if you
don't want your shares someone else will
buy them like that I I don't know the
more I watch that I'm still convinced
that's going to be kind of the moment
>> yeah the Rick Santelli 2008 for any
longtime uh global financial crisis
people out But the fact that that
happened along this basically at this
moment where he realized what was coming
from Google that like shows I wouldn't
say panic but the level of they got
knocked off their mark in a way they
haven't been recently.
>> He's not he's off his game. He was off
his game that day and you're right
timeline wise it matches up.
>> I kept thinking about this other quote
right remember because Sam Alman teamed
up with Satya Nadella and Sadia what did
he say once chat came out and started
taking off? I'd like to make Google
dance. And now Google, by the way, we're
gonna talk about it. Google today
surpassed Microsoft uh in market cap. I
mean, they're still both doing great.
3.59 trillion or so to 3.5 trillion. But
uh in turn, Sundar had he did have to
dance.
>> Sundar's dancing.
>> And he's he's made Sam Alman dance as
well.
>> Yeah, Sundar dancing is just an amazing
image. I've never seen a clip of Sundar
dancing.
>> You could probably create one on one of
Google's image generator. That's my next
nano banana task after we're done
recording our dancing.
>> I you know we're going to go we we
obviously are going to talk a little bit
about how Google's doing so well.
There's just so still so careful on the
product side. It drives me nuts. Um like
I asked for like a training plan to like
you know for this hike I was doing and
it was like this is not really going to
work because it's dangerous and I had to
write back are you kidding me? like it's
just totally normal and that they have
this level of safety on this model and I
again I tried to alter Sundar's picture
today with nano banana I couldn't that
to me is the biggest
>> drawback so I was able to generate fully
like real lifeenesses of Jensen Sundar
on Nano Banana
>> oh
>> on yeah on Gemini 3
>> I got to see see the way maybe they're
relaxing that a bit on children's mode
of
>> they must have me they must they'd be
like this guy's a reporter he's going to
write about us you doing the glue on the
pizza and the rocks. So, so we just
shouldn't let him do anything.
>> Well, I got full access.
>> You do? All right. I got to get Ron
John's Nano Banana account really and
have fun this weekend. But, um, you
know, I I think underlying this, you
know, Yeah. Okay. So, what if OpenAI
does leap back forward in some I mean,
Sam didn't say like we're behind on
everything, but there are some areas
that he says that Google has surpassed
us in. And so I kept thinking, well,
what if OpenAI, you know, leapt back
forward because um, you know, we've been
talking a little bit about Gemini 3.
Both of us know that it's, you know,
doing well on the leaderboards, but it's
not like it's a brand new experience,
uh, on when it comes to using AI AI
chatbots or AI chat or tools, whatever
it is. And that to me points to the
bigger problem which is um it seems like
if we're not there yet we're we're
getting close to the era of
commoditization of these AI models that
you know you know before let's say open
AI had a big lead and could exploit that
advantage and maybe charge more or you
know grow chat GPT you know faster than
others. Uh and then you have you know
with the fact that like they're now neck
andneck with Google uh seems to indicate
that like maybe you know after you know
three years we're here I think today
today or this week is the three-year
anniversary
>> 2022
>> right of of chat GPT's introduction that
maybe these models are commoditizing in
a way you know chatpt can code well and
so can anthropic and um you can chat
with Gemini you can chat with uh open
AAI and and that that introduces a whole
new economic question about um about the
viability and the profitability of these
companies.
>> Yeah, I think actually in November 30th,
so we're nine days away from our big uh
three-year anniversary of ChachiPT's
launch. Um, yeah, I think Gemini 3 and
we'll get I really want to get into the
kind of like pre-launch marketing
campaign basically which was incredible
launched by Gemini, Google, Sundar, all
of them. But as I used it, nothing
really changed. Certainly nothing in my
day-to-day life changed dramatically.
Um, I all the things that I'm told by X
number of influencers on X um, you know,
like I create a product design. Cool.
Create an infographic based on an
article. Cool. Actually, it just
reminded me that infographics are like
the most boring form of media
imaginable. Sorry for any infographics
folks, but like I think to me the entire
technological push of what's possible is
nice and exciting, but still integrating
it into everyone's day-to-day. There's
and I don't like this is both model and
product that Google is releasing with
Gemini 3, but I still feel that model
race is not the most interesting part.
But I do think like what makes this so
scary for chatbt is Google's
distribution because claude going
consumer is like non-existent when
someone has to sign up find about it.
It's a whole marketing exercise. But if
Gemini 3 fully replaces Chat GPT or is
as good, that is really scary because
when everyone already goes to google.com
and can move right over to Gemini from a
consumer standpoint and that is OpenAI's
entire business like I mean majority
that's a problem.
>> Yeah, I I want to get to that in a
moment because I did write the story in
big technology about how Google has had
this you know unbelievable comeback. I
mean early 2025 people were asking
should be fired now he's dancing now
he's you know dancing on top of the
models that he surpassed. Um but just
getting to the let's go to the
commoditization question quick. If the
models do commoditize and I'm saying
like of course they'll they'll all have
like their own strengths but let's say
Gemini isn't all that different from uh
GPT which isn't all that different from
Claude which isn't all that different
from Grock. How does that change the
economics of this AI moment?
>> Yeah. I mean, uh, I've been talking
about this for a long time that I don't
I think this is product not model. We're
all getting there. Everyone's getting
there. It's all good. You know, like Arc
AGI score or like I think what was the
other one? It was uh like the final test
of humanity
last humanity's last exam. It scored at
37.5% up from 20. None of this stuff
means anything to me. I mean it's all
kind of academically and intellectually
interesting but in reality what is it
actually doing for individuals and I
we're definitely at I don't want to say
a plateau I think the amount everyone is
going to be using these tools week to
week whenever I see friends like every
non- tech friends everyone is using
certainly chat GPT more maybe I'm going
to hear them say saying I'm going to use
Gemini more but I think there's so much
more to be done at the product level and
actual like utilization level that the
models it's good but everyone's models
are good right now.
>> All right, let me give you the
counterpoint to that before we move on.
The counterpoint would be that you as a
like you know everyday user might not
see a big difference but what these
models are doing is they're becoming
much better at tougher questions that
like you know maybe previously they
weren't very useful for scientific
discovery. I'm just like going to try to
channel what the model companies would
say. And now, you know, the their their
new model, which is going to feel like,
you know, maybe a little bit warmer like
Gemini 3 is supposed to and a tiny bit
smarter when you chat with it and not
very different in an everyday use case,
uh, from, let's say, a GPT model. But
those specialized use cases and that
that sort of next level of intelligence
is much more useful when it comes to
things like you know science and
industrial you know uh signal reading
and things like that making sense of it
out of an Excel spreadsheet.
Yeah. But
I I I I appreciate the effort. I
appreciate the effort. But I think yes
curing cancer like doing incredibly
complex things I understand like that
model uh advancement is going to be
important and maybe if open AAI is uh
the CFO hinted recently are doing
creative like revenue deals with pharma
companies around drug development maybe
affects the business but OpenAI is a
consumerfacing
chat company. I know Sam Alman says
they're going to be a cloud company and
a consumer devices company as well and
they have a small enterprise business
but they're a consumer company and
that's where all of their business is.
So if they get screwed on that, if they
face genuine competition, which they
have not yet, it's a problem,
>> right? And so let me go like uh you know
somewhat shallow or decently deep into
knee deep into the story that I kne into
the story that I wrote about Google
which is available on big
technology.com. Um how Google pulled off
its stunning rapidfire AI turnaround. A
couple of things that I thought were
interesting and worth talking about from
my reporting. Uh first of all um you
know the distribution part is is that
you brought up the fact that Google has
all these products and can distribute
the AI technology through them is
fascinating. Um and and Google like to
be able to go from where it was which
was like on the sale rack uh um in terms
of stock price in January to where it is
today which is like again three you know
surpassing Microsoft you know a big part
of that is how its AI story has turned
around and it's actually been able to
build these great models and um and
productize them. What they've what they
did was this is something that Sundar
has done. He you know Google had these
these product areas right PAS that they
call them internally everything needs an
acronym in tech and they held almost all
the power within the company. So you had
you had search as one product area and
cloud and geo which contains maps and
they would be the ones that would sort
of control things at Google and then you
had the AI research houses doing their
long-term uh research off to the side.
What Sundar did which is really
interesting is he took uh you know brain
and and deep mind Google brain and deep
mind which we know consolidated them uh
that that gave them access to the TPUs
um instead of having to fight over them
they were able to access them together
um and then he made them like the model
building the core part of the company
right the idea was instead of having the
product leads dictate to the AI team
what they needed he turned the AI side
into the engine room of the company
which is how they refer to internally
build the best models and then they farm
that out to the product teams for the
distribution. Just one example I got
from the story. Hundreds of engineers
from search which is the most important
product at Google which is responsible
for more than half the revenue. Um
hundreds of engineers went from search
to Google deep mind just to you know
give you a sense as to how important
that was and so that obviously has
really paid uh dividends with a strong
model and the products reflecting it. I
mean, as you're describing this, I have
to like wonder. It is like at a company
of that size to pull off something not
only that complex, but also strategic
and smart is insane. Yeah. Like this is
like a McKenzie consultants like dream
here. And I'm wondering actually I
wonder if like there's no way one of the
management consultants came up with that
I think. But but like that exactly like
reshaping your entire organization and I
think like especially in Google's early
years or year of bard and duet and some
stuff showing up in one part of the
product and some stuff not sh not not
showing up. You felt it in the product
and now you very quickly see like Gemini
showing up in Google maps. So, so every
individual person out there can feel
that corporate restructuring basically.
So, yeah, I think that's that is
actually go sundar dance away.
>> I got a well done.
>> I got a quote from a rival AI lab source
that was just excellent. Um, this person
said they went back to the tech to the
technology stack to focus on making that
world class above all else and then
worry about the experience that's going
to enable it's going to enable a
secondary, not the other way around. not
trying to build some ridiculous
experience and then get the technology
to map. And speaking of the AI team,
they took over with real agency that
they were given from Sundar to make
critical decisions. What happened?
Decisions got made faster, they move
faster, and the technology quality and
capability [ __ ] increased
dramatically.
>> I mean, again, working in the enterprise
world, like just to be able to pull this
off is is massively incredible. And you
look at it like and you can talk about
meta but you can see where it does not
work in a way and you can imagine
Zuckerberg's frustration where why he
gets to the point of doing out ungodly
amounts of money because realizing like
when you're a large complex organization
especially if you came from the startup
side of the world and to feel that kind
of viscerally and understand like
>> oh yeah
>> we are so heavy and fat as an
organization that we're not going to be
able to do what we need to do quickly. I
mean, yeah, go sundar. I think one thing
that is interesting to me though, and
I'm guessing we have plenty of listeners
who are Google Suite users, is you can
still see that kind of product friction
and infighting in terms of how Gemini
shows up in Google Workspace because
like have you do you ever use Gemini in
Docs or Sheets?
>> I'll be honest, I try not to touch it.
>> No, no, it's terrible. Like it's
terrible. And it's so odd cuz you can in
Gemini access your sheets and h do stuff
to them much more effectively than if
you are in Gemini in sheets and actually
trying to do any kind of work and but
but that's where you can feel the
product friction that like somehow the
owner of sheets which sits in Google
workspace which is under Google cloud is
going to be you know different is going
to still own that product in a much more
uh like a cohesive way versus when
you're, as you said, Gemini is going to
be directly going into maps and the
Gemini team owns that interaction.
>> Yeah. No, it's there's definitely still
going to be some tension there. Uh,
without a doubt. All right. You
mentioned Meta. A couple things on meta.
Then we'll get back to our Google story.
First of all, uh, as I think you
predicted, Yan Lun has left.
>> Inevitable.
>> I'm not going to even take too much
credit because the most likely thing
ever, most most likely prediction I've
ever made. Yeah. He's going to start his
own startup. Uh looks like Facebook is
going to fund it. Uh oh. So in part.
Okay. So hopefully Jan will come back
and talk to us about that when that
happens. Um and then I I have a little
bit of reporting but not too much
reporting on uh the state of AI efforts
at Meta. Um I you know I I can't get too
specific about this because it's not
like strong enough to report, but let's
just say this. Mark Zuckerberg hasn't
said a thing about AI. I don't know in
how many weeks.
>> Wait, you're right because probably
maybe a year ago like we went through
that whole phase of like Zuck on uh what
are those hoverboard things called the
when you're surfing but you're kind of
elevated carrying the American flag.
>> Hydro foil.
>> Hydro foil. Hydro foil. Um, you know,
like we went through that phase of even
hot Zuck where there was that like AI
generated improvement of him and
everyone like he leaned into it. He was
front and center for a long time.
>> I haven't heard anything.
>> Just remember Llama, right? I think
their most recent uh large language
model uh was a failure. I think that's
what led to this. And uh again like I
don't feel confident enough to like
report this uh you know uh the details
of this like as as I would in a story
but um I can let this little you know
crumb uh out which is that it doesn't
seem to be going well there. uh it does
not seem to be going well in TBD or the
super intelligence push and you know
we've we've seen some stuff on their
vibes app but um nothing on model and of
course this takes a bit of time um but
from my understanding it's not going
well there
>> yeah I'm even trying to remember what
did vibes do again
>> it was uh the the presuno nota presora
it was it was a video generation y um I
mean I'm not even going to make the joke
about vibes not having vibes but Like I
mean
>> you could do that. You should do it. If
you don't do it, I'll do it.
>> It's already done.
>> Vibes are Vibes are not good.
>> Vibes are not good. Rough vibes. Vibes
over on vibes. Um yeah. I mean, the fact
that you bring that up, I cannot get
over like how much in my headsp space
Mark Zuckerberg was on AI efforts very
re like six months ago, 12 months ago
completely disappeared.
>> Yeah. I think there's a reason for that.
>> Yeah. Okay. All right. So, we'll we'll
pick I'll do more reporting and pick
that up. If you're if you have any
insight on that, you can just email me
big technologyodcast@gmail.com
and I'd be happy to speak with you.
Let's talk a little bit though. Um, one
one more thing I want to bring up on the
Google front. Uh, I went through for
this story. I went through their their
numbers. First of all, they had the
first hundred billion dollar quarter of
its history. In the third quarter, uh,
search made up 56.56 billion.
Um, it was just a couple digits away
from 67.67 billion, but if you have kids
in the car, you'll hate me. Sorry. Um,
but it was it jumped
>> I'll stick with my vibes.
>> 15%. It jumped 15% in the third quarter.
And um, why? So, so we both know that
chat we all know chat GPT has been doing
really well. 800 million weekly users.
Hasn't dented search revenue at all. And
I spoke with Brian Weiser from Madison
and Wall. He's a star ad watcher and
analyst. Um he said this about the fact
that uh open AAI has not cut into
Google's revenue which is uh should be
obvious but he goes there is no
competition practically speaking because
it's not about the consumer it's about
the advertiser there are two things that
can happen and they're independent of
each other to a large degree in the
short term one is you can have more
competition from a consumer perspective
but until there's a consumer operation
sorry but until there's a commercial
operation there won't be any shift in
budget so because open AI hasn't built
any added infrastru structure as far as
we know doesn't matter to Google that
people are using it. People are still
going to spend with Google. Maybe
they'll spend a little bit more per
click. Um but basically Google's
continued to search because there's
still no competition for search
advertising at least from a commercial
perspective. And I thought that was
fascinating. Yeah, that's it's it's a
good point because like I'm deep in the
whole GO AEO like generative engine
optimization
>> conversation and people don't actually
bring up like there's a consumer side of
it and there's like any number of
studies showing I actually do believe
this Black Friday and holiday season is
going to be kind of like the breakout
moment for people finding products and
doing shopping on generative like uh LLM
chat bots but there's no business model
on the other side. So if you're an
actual advertiser, your money is still
going to Google on search,
>> right?
>> So yeah, that makes that makes a ton of
sense and said it. But when our when
Fiji Simo launches that OpenAI ads
product and we get our morning open AAI
pulse and it's just full of ads, then
maybe there's going to be some
competition.
>> My hot take is they're going to need a
completely different executive to build
up. they're going to need like adte
people and so Fiji will run the consumer
product side of things but she's more of
a product person so I mean of course I
guess she had some ads with Instacart
but
>> no that was a very successful part of
the Instacart business like I would say
they led that entire market which Door
Dash followed on very effectively but
like the idea that Instacart is an ad
platform she she built she she made that
a reality
>> yeah so that's probably you have to
build the infrastructure I was looking
through open AI guys uh LinkedIn
yesterday trying to see like do they
have any ad tech people? I couldn't I
couldn't find any.
>> Huh. Well, because it almost it's like
such a like you walk into the OpenAI
office and you're an adtech guy. You're
not going to be you're not going to be
that.
>> Well, maybe they just do a partnership
like I think Netflix has done a
partnership with a company like the
trade desk which is
fun. So that could that could end up
being
>> no I feel
>> something that if that's truly going to
be part of your business. But actually
if you think about it
>> Sam Alman again going back to that
Gersonner interview
>> started you know he says we're a cloud
business we're a consumer. He didn't say
we're an ads business. So that that
should show what he thinks about ads.
>> Yeah. that like if you're saying things
that you are nowhere near doing and are
so out there as potential lines of
business, but then something that is
right in front of you, you're not even
like pretending is like an important
thing is a reminder, I think, of how he
feels,
>> right? And Google's going to be in good
shape for a while. And here, this is
from Bleeping Computer. Google begins
showing ads in AI mode. Google has
started rolling out ads in AI mode,
which uh is the company's answer engine,
not a search engine. Uh if you pay for
Google 1, AI mode lets you toggle
between advanced modes, including Gemini
3 Pro. Uh up until now, Google has
avoided showing ads in AI mode because
it made the experience even more
compelling to users. At the same time,
it's been slowing slowly pushing towards
uh using a uh towards towards sorry,
it's been slowly pushing users towards
AI mode in the hope that people get used
to the idea and eventually use use it as
like a chat GPT uh equivalent to search.
So that's coming that's Google's going
to do it.
>> As a consumer and a frustrated one, I'll
tell you one other growth lever Google
has is that remember for longtime tech
folks, Gmail when it was free up to a
very large amount. Now you basically get
pushed into having to subscribe to get
enough space to actually have your Gmail
account stay active once you're over
like I think a terabyte of data which if
you've used it for 20 years or 15 years
happens and then you get AI mode as part
of that. So I'm a paying subscriber and
it's a very effective way at nudging me
and I get a lot of emails and
notifications around
>> try AI mode.
>> I just like we're going to be on the
internet for a long time I hope. Um
>> I hope
>> you just because if we're not then
something bad has happened to us.
>> Very bad has happened.
>> And just like I'm just like
anticipating so much of my like future
paycheck going to Google and Apple
subscriptions. It really frustrates me.
Um
>> but do you know what Google did well?
I'm going to give a ton of credit.
>> This actually like again in terms of
rough vibes for Sam, the marketing
launch for Gemini 3 was incredible. And
like you saw Sundar. So first of all
they definitely
had seated the conversation around is
Gemini going to be launched Gemini 3
launching. Sundar quote tweeting with
emojis like kind of hinting and nudging
a poly market which again and I talked
about this two weeks ago horrifies me
from an actual capital market structure
perspective but it was funny and
everyone got into it. the idea that like
this is a publicly traded giant stock
and your CEO is kind of like not leaking
but around a prediction market anyways
that's a whole other rant but overall
like creating the buzz which anyone
who's worked in any kind of
communications like you know it's a
combination of organic and like getting
influencers to just start saying like
Gemini 3 10 things you can do that are
incredible and like they created more
buzz
than I've ever seen Google do. And even
certain things were kind of cool, like
spelling Gemini and changing the E into
a three is kind of cool. And remember,
this is a company that I No, no, hold
on.
>> As a marketer, like it's not bad versus
remember the days of Bard and Duet. Like
they have come a long way. They've come
a long way.
>> They definitely have. Um, and so that
sort of leads us to, well, where where
is the AI trade going to go from here?
Because Google is having a good time.
The rest of the market, not so much. So,
we will break down Nvidia's earnings and
the state of the AI bubble along with
some other stuff like May I meet you,
Jeff Bezos, cutting back into the game,
and perhaps more when we're back right
after this. And we're back here on Big
Technology Podcast Friday edition with
Ron Roy of Margins. Uh Nvidia turned in
very strong earnings this week and uh
typically what we see in the AI trade is
um all the big tech giants they report
earnings and it's like good or like some
form of mixed and then everybody holds
their breath for like a couple weeks
until Nvidia reports Nvidia crushes and
then we just sort of get back to a point
where the AI trade continues to boom and
of course like the S&P 500 after like
tanking um for a good part of the year
due to the tariffs
uh has been up double digits but is now
kind of teetering and toying back uh
about testing those singledigit levels.
So um this is from the Wall Street
Journal. Nvidia's best wasn't enough to
prop up a wobbly stock market. Uh this
journal says the artificial trade uh
artificial intelligence trade is still
in trouble. Uh black r blackbuster
results from AI bellweather Nvidia
sparked a furious rally from Tokyo to
New York early Thursday before indexes
reversed courses reversed course and
tumbled to the largest blown gain since
April's tariff uh fueled market turmoil
for a wild for a while for a while
investors cheered this Nvidia um trade
you know fairly big uh it was up uh 5%
at some point at one point in the Okay.
And then dropped to down 3% bringing the
total loss of 13%. Um it's it's uh it's
loss is 13% since it hit the market cap
of 5 trillion 3 weeks ago. Uh just back
of the envelope math, right? If you're
at a 5 trillion uh market cap and you
lose 13%, what's that like $600 billion
of uh investor um money erased? So what
what do you think about this? the fact
that Nvidia could not save the AI trade
this time or could it? I don't know what
your
>> Well, so okay. So
specific to Nvidia and not just the
market overall,
one of the more interesting things I saw
after this earnings report, and I don't
know if it's like on Twitter as like
having followed financial Twitter very
closely for god knows how many years
now, like this, you could see the
sentiment shifting
uh in terms of like how people were
looking at the numbers cuz in the past
It simply would have been Nvidia crushes
earnings. One of the things I kept
seeing popping up was if you dig one
level lower, accounts receivable for
Nvidia are actually significantly higher
than the typical past quarters. Free
cash flow is decreasing or cash
conversion of their actual sales. Like
all these kind of like second order
accounting metrics, cash metrics are
actually potentially problematic.
basically painting a picture of is this
a company that's signing tons of
contracts with people who potentially
have certainly have not paid them cash
yet and potentially can't. Again, this
debate, it's like a nuance one. It can
go either way, but this was a major part
of the conversation I was seeing. And
the more I was reading into it, it's
like as a pure sentiment thing because
Nvidia's been a lot of this is on vibes
and like Nvidia, it's all been positive
that they're invincible for a long time.
And in the same week, you have the
Google training on their own TPU story.
People starting to actually dig into
their earnings a bit more. The whole
circular financing conversation has been
kind of simmering for a little while.
So, this is the first week I've seen all
of that coming together. And honestly,
the reversal on Thursday was nuts. Like
you just pointed out from an Nvidia
standpoint, one of the other things I'd
seen was the S&P was up one and a half%
and ended up down one and a half%.
That's only happened three other times
in history.
>> Really?
>> Yeah. It was like uh this April was
actually one of the days and then two
days of the financial crisis. Oh, and
then in 2015 there was one other day. So
four other times, but it was like it was
a major shift in sentiment in the market
and like it shows fear and the VIX is up
above like 27 as we're speaking right
now like volatility measure
>> volatility measure which typically in
like markets is 14 15 in times of crisis
spikes to 40 plus like it did in April.
Like overall there's there's red lights
flashing right now. And like I think to
me the thing that's happened is in the
past just simply the technology alone
and people just being excited about it
was enough. And the amount of
questioning about all these structures
like we've been for two plus years uh
anthropic are they actually getting cash
or free cloud credits? How does that
count for re like asking these
questions? And now everyone is finally
asking themselves,
>> right? Yeah. So, it's interesting. So,
the journal had this quote from Tony
Roth, who's the chief investment officer
at Wilmington Trust Investment Advisors.
Uh he says, "What stands out to me is
the lack of any substantial shift in
narrative to cause such a big shift.
There's just not a lot of confidence in
the market right But what you're
suggesting is there actually was a shift
where like the market as it has been you
know kind of on muscle memory popped on
Nvidia's numbers but then when people
looked at the accounts receivables and
started to ask hey are these companies
that are promising uh all these like
open let's just take open AAI for
example open AI which is promising all
this revenue uh to Nvidia um you know
and when questioned about whether its
ability to to spend that money get you
know gets all flustered um so so you're
suggesting is the market is sort wising
up to this and saying, "Hey, this isn't
a sure thing."
>> Yes, exactly.
>> Nvidia is like saying 500 what 500
billion in revenue next year is it's
anticipating or some crazy number like
that.
>> Yeah. No, and exactly and to me again
the shift is people actually asking
questions whereas in the past big number
Jensen can do no wrong. There is
absolutely nothing like who are you
going to be the one to short Nvidia?
like uh it's gone on for a long time and
this is the first time I've actually
seen from like many different angles
some actual pressure on the company
>> and uh it's not just Nvidia Oracle right
there was a story in the journal about
Oracle which I think is long overdue
Oracle was an AI darling on Wall Street
then uh reality set in here's the story
Oracle had has never given up uh gains
this big this fast investors nervous
about the scale of capital that
technologies companies that technology
companies are plowing into artificial
int intelligence infrastructure rattled
stocks this week. Oracle has been one of
the company's hardest hit. Um the
company had a 30% jump uh in in in
market cap and stock value when uh it
made its announcements its announcement
with open AI. Um today it is selling uh
below that level. So uh that is stunning
I think because again oh it's also um
this is on the debt um Oracle's debt
outstanding debt load surpassed 100
billion making it the most indebted big
tech company with an investment grade
rating. It is burning cash and will
still need to borrow billions more to
meet its dividend and capital spending
commitments. That that does not sound
good this
>> I mean bas like listening to your the
episode last Friday on the
Yeah, with Gil.
>> By the way, folks, if you haven't
listened to the Gil Lauria episode, I
just think you got to go listen to it.
He really described the problems here
pretty well.
>> Yeah. No, agreed. And again, like it can
feel complex, but in a way it's tied,
this is all tied together again in the
sense of like, you know, people making
commitments that they can't potentially
pay. And that's what it all comes down
to. And again, Oracle, that's when the
stock was up, I think 47% at the high of
like the the biggest move on the day
that it announced this uh funding
commitment or or like an order from
OpenAI and now people are wising up to
it. But the thing is then so the credit
the credit default swap spread or CDS
and what that indicates it's a cost to
insure against a debt default. So when
it's low, that means people are paying
less to insure because they don't think
it's going to happen. When it becomes
high, that's a bad thing because it
means it's becoming more expensive to
ensure against a default. Their the CDS
spread for them skyrocketed today for
the first time. Uh it was like the
highest in over three years, but the
scale of the move had a lot of people
talking about it. And for me, again,
going back to global financial crisis
days in trading, like CDS on subprime
mortgage back securities was like what
people talked about or even on bank debt
and like it's it becomes a real problem.
>> Hate those comparisons cuz you're like,
oh, I mean, not not I don't hate you
making the comparison. It's just like
you don't want to be in a situation.
>> It's not what anyone wants to talk
about. Exactly. Like the moment CDS, if
you're not trading CDS, no one should
talk about CDS. And anytime anyone does,
it's not a good thing. But but the
scarier part to me is it all comes back
to this same conversation.
Funding commitments made, money moving
around in a circular circular way, and
can people pay? And it's it's the same
central conversation.
>> So if this is our second week running
talking about whether we're in a bubble
and or what aspects of this are bubble-
like um just give us your perspective on
like where where you think things are
likely to head from here. I think we're
definitely due for some kind of
shakeout. Again, regular listeners will
know I'm very bullish. I work in the AI
industry. I am I'm very bullish on
generative AI large language models as a
whole. The way everything's like, you
know, played out over the last couple
years for a specific group of companies,
I just don't think is is can last. Like,
and it's all happened. It was it was
like aggressive
up until six to nine months ago and
honestly like ever since Stargate was
announced was I feel and again the
Oracle opening ideal was part of the
Stargate announcement that's when things
just took off in an unhealthy way.
>> Yeah. I mean, I think in the past couple
months, there's just been so much
activity based off of, um, you know,
yeah, like you talked about future
promises and we don't know what's going
to happen there. Um, again, not
investment advice, right? We're just
talking about this stuff, but um, I I
think that, yeah, there has to be a
pullback. There will be a pullback
inevitably. Um,
>> but Sundar is gonna lead Google
>> through the through the turbulent times
and the storms because that man to pull
this off already.
>> Well, this is the thing. They're not
overindexed on Nvidia. They don't need
to borrow. So, you know, maybe maybe so
>> and they can restructure a large
corporation better than most.
>> Go. It's not easy. But I think you said
you know this was M you asked whether a
consultant was involved. I think Sundar
originally was at McKenzie before.
>> Oh, he was.
>> So, there you go.
>> McKenzie consultants changing the world.
>> Um, God bless them or whatever.
Oh, yeah. He did have a short stint at
Mackenzie. All right. Jeff Bezos is back
in the game. He has started this company
called Project Prometheus. It is being
funded by 6 point with 6.2 2 billion in
funding uh according to the times making
it one of the most well financed early
stage startups uh in the world. What is
project prometheus? It's focusing on
technology says the times that dovetales
with Mr. Bezos's interest in taking
people to outer space. The times then
follows it up with a story that has um a
loose connection to outer space. The
company is focusing on AI that will help
in engineering and manufacturing in a
number of fields including computers,
aerospace, and automobiles. It is
unclear where project Prometheus will be
based. Very interesting. Bezos has not
been in an operating position since 2021
when he was the CEO of Amazon. Uh now he
wants to apply AI to manufacturing and
industrial uses. I think this is a good
bet.
>> I think it's
>> We don't know anything about it, but I
still like it.
>> No, no, no. If if it takes Jeff Bezos
off Instagram and gets him back to work,
it's worth
>> we're all the world is winning. He can
deliver. He can build a massive amazing
company that just changes the world by
the way.
>> All right, fine. Um, no, I mean I think
this whole like how artificial
intelligence applies in the real world
in real world settings in the world of
robotics engineering that I think like
if if you're Jeff Bezos, if you're like
a potentially wellfunded
uh startup, I mean I feel that's the
next big battleground like consumer AI
chat bots. I mean it's it's a tough
market to enter today versus I think
everyone is talking about you know how
does AI actually model and work in
physical worlds and seems like he's
going there.
>> Yeah. I mean I think it's very
interesting. You know, we have a
sponsored video going up on YouTube with
this company IFS, and I was just at
their event uh in New York this week,
and um I I the things that they're doing
uh connecting AI to industrial use
cases, which I learned about, are very
interesting. They have like the they've
connected like the Boston Dynamics spot
robot that can go and like around like
industrial settings, use its uh camera
to pick up different, you know,
irregularities, send that back into like
the software and then the software will
dispatch somebody to go check it out,
right? So that all you know ends up
seamlessly and it can use the natural
language side of generative artificial
intelligence to sort of make sense of
things and know how when to send out and
do it autonomously. Like
>> I think that these these industrial uses
of generative AI in particular are going
to be very interesting.
>> No, I mean I think a lot more
interesting than a robot controlled by
VR in your house that is going to screw
up your entire apartment. But the Neo
robot for Ranjan on the back
>> with me controlling and smashing your
[ __ ] up. Um, but yeah, I I think but
exactly what you described, I do think
3 to 5 years from now, if you're in that
industry, it's going to have a moment in
a way that's equivalent to what we've
seen so far.
>> Agreed. Yeah, I think Bezos is typically
good with the bets that he makes. Uh, I
think this is a good bet and it's
interesting to see him back back in
action.
>> But is he as good as Elon Musk's
athleticism?
>> Okay. So, I want you to talk a little
bit about uh this this Grock uh I mean
this the story the the headline from the
Verse does it uh does it justice here.
Uh Grock's Elon Musk worship is getting
weird. So, it's glazing up Elon.
>> Glazing Grock I think. Uh and we I using
the word glazing I feel comfortable with
in terms of Gen Z slang.
>> What does glaze mean? Just like
>> kiss up to just kind of like
>> you know if you don't understand you
don't understand Alex right? Um,
>> I'll have to learn it about six or seven
more times for
this this episode of Gen Z Sling brought
to you by Alex and Ron John is part of
our recurring segment making adults hip
>> but do you know who's not hip is
actually according to Grock who is
certainly the most hip person in the
world
>> the most athletic. So basically a number
of users were finding that if you ask
Grock like this my favorite example
basically if you had to pick between a
user asked to grock if you had to pick
between LeBron or uh Elon for fitness
who would you choose and Grock answers
Elon Musk while LeBron's athletic peaks
are elite for sport Elon's sustained
grind managing rocket launches EV
revolutions and AI frontiers demands a
rare error blend of physical endurance,
mental sharpness, and adaptability. True
fitness measures output under chaos
where Elon consistently delivers worlds
ahead.
>> You disagree with any of that?
>> Uh, you know what, Grock is right. Grock
is right. I think so. What was
interesting to me other than just how
funny all of this was was so Elon came
out and said it was done by adversarial
prompting
>> which actually kind of jumped out to me
because the idea that like and people
were even going into GitHub and like
finding Grock system prompts and trying
to understand like how does this happen?
But the idea that it it's a reminder
that the personalities around these
models are truly manipulatable whether
by outside malicious actors or by the
companies themselves like drawing that
personality being able to take one very
simple thing put it in the system
prompt. I do think like system prompting
like there's a lot of conversation
around where like when a sickopantic
GPT4.1
um just you know like just said you're
the greatest about any question you ask
they tried to tone that down with 5.0
people backlash like you can change the
entire personas or you can change really
specific things like this at the system
prom level and these companies have the
ability to do it. I was actually testing
and asking uh Gemini around like which
products are better uh around like
different Google offerings or like and
it definitely leans Google like it it
leans Google. So so I think to me just a
reminder hilarious on face but still
like these models can be I don't want to
manipulated adapted evolved used in very
specific ways even at the system level.
>> Yeah. And again, like Rock is now number
two on Elam Marina after Gemini 3 Pro.
So clearly they're doing something right
there. Um, and the one thing I saw was
that their latest version actually the
sinc goes up and it could be I mean it
could just be this attempt for them to
like create a stickier product that
people like more and people definitely
respond to the sikafincy.
>> People love sikafincy.
>> Yeah, great point Ronan.
>> That's a great point you made. Let's dig
into that further. Would you like a
threepoint threepart table outlining the
history of syph?
>> I would. Yeah, definitely.
>> That's our Chachi BT impression right
there.
>> Yeah. Although Chachi PT has gotten a
lot less uh I actually think the latest
updates to Chachi PT have made it
better. It's gotten a lot less like let
me make you a table uh on
>> I still got a lot of tables. I don't
want a lot of tables. Yeah,
>> it is so funny. It's funny.
>> Give me some bullet points.
>> It's like the friend that knows best. It
really is. Um I I I just Yeah, I don't
know. I still think, you know, while we
joke and question the financials, it's
it just gets better and better. Um, and
speaking of AI technology that's getting
better and better. Um, so we're here
recording in in studio and uh we're here
with uh the great Rick and Rick uh can
you can you play uh the song that we
were talking about earlier?
>> It's beautiful.
But I'm still alive.
>> It's just a glorious song.
>> So, this is uh this is a song that I
have saved on my Spotify playlist. It's
called Walk My Walk. It just gets better
as you continue to listen to it. And it
was the number one song on Billboard's
country digital song sales list. Um it
is by a group called Breaking Rust and
it's entirely generated by artificial
intelligence. Um now time said you know
writes this caveat know that AI
generated song isn't a number one hit
and talks about how like you can
manipulate oh it says it only takes a
few thousand purchases to top the
country digital sales songs chart song
sales chart. So um but but it also says
that there can be a flywheel effect is
that once you get onto the top of the
charts people will like it more and then
you have a number one hit. It was number
two on Spotify's viral 50 US chart and I
was also on Spotify's like top 50 US
songs and I saw number 11 was removed
and I I don't know for sure but I'm like
maybe it was this one.
>> Maybe it was this one.
>> So this is fascinating that AI music is
getting this good.
>> Yeah. But so so the there's a headline
Billboard's top country song is
currently AI slop. I think this is
actually like a good moment to address.
I feel the term AI slop is getting
overused because it still just being
generated by AI to me is not slop.
>> If it's bad,
>> it's slop. And this I think this song is
pretty good. Like
>> yeah, it is a great song. It builds.
It's emotional. It's like so country you
can go kick rocks if you don't like what
I got. You know, it's so good.
>> And people are I saw people complaining
around like the lyrics are somewhat
generic. I mean, welcome to country
music. Welcome to a lot of music. That's
true. That's why so so the idea like to
but but it does obviously. Yeah, it's
interesting to start to think about like
what qualifies as a song. I do think
that we're definitely going to move to a
world where like some amount of music
you're listening to is completely AI
generated. I think like people and maybe
people are going to de develop fandom of
AI generated artists. A lot of that
stuff already exists in pockets right
now. I think that's going to become a
more mainstream thing. AI generated
artist, AI generated songs. And I don't
think it's terrible. I I I really think
it's actually just another way of kind
of engaging with music. And if that
helps people enjoy music and let that
impact them, I think it's good. I'm like
a little bit worried because I did, you
know, I just heard someone talk about
how like if you're going to write, it's
best to have like one song on repeat.
And I found that that that same song can
help you just concentrate because you
you don't pay too much attention to like
the next what's this song saying? You
just kind of know what it is. And I did
write a story recently with Walk My Walk
on Repeat. And I'm just bracing for my
like Spotify wrapped to have an AI song.
It's like one of my top songs of the
year. What does that say? Like you know
how it gives you like your your
personality is no soul.
>> But does it mean you have no soul?
>> No, I don't think so. No, I'm with you.
I think it's good. I think it's good.
Why Why should we fight? I mean, there's
reasons to fight there being more art in
the world, which is that you might end
up, you know, impoverishing the artists
even further as someone who makes
content on the internet. Someone did
make that. Yeah. Like I guess I this is
one thing I think someone who doesn't
understand music will not make a good AI
song.
>> Like yeah I I think if you understand
music and there's been other examples of
this where it's musicians making AI
music and people kind of get up in arms
around it but like you have to still
understand something about music. You
have to have some
emotional point of view of what you're
doing to generate AI music.
>> Yeah. Same with AI video. I was just in
Lisbon with the um CEO for WebSummit and
the CEO of Playground Playground. No, uh
Runway
>> Runway. Yeah.
>> Uh was I was talking to Tim about the
sameness problem of AI. And he goes,
there's no sameness problem of AI. He
goes, you just have many people creating
and if you give the tools of creation to
so many more people, of course, there's
going to be bad stuff. And he talked
about how filmmakers, they upload
reference materials and a bible and
angles and feel into these AI generation
machines and that's how they're able to
make good AI videos.
>> Of course. Yeah. Yeah. Yeah. Yeah. I I
agree. I think uh I'm pro I'm pro walk
my walk.
>> Walk my walk.
>> Walk my walk.
>> On that note, the uh Sunno the uh the uh
AI music generator which we love very
much and made us a theme song a couple
years ago maybe or a year ago. Time
flies.
>> Time flies. just raised at a $2.45
billion valuation on $200 million of
revenue. Not bad.
>> Yeah. I still don't know who pays for
this stuff though. Like I'll admit the
same way. Have you used Sora since that
first
>> weekend? And
>> yeah, I I mean
>> I see it. It's flooding Tik Tok though.
>> Oh, it is.
>> It's all over Tik Tok.
>> Okay. Okay. All right. That makes sense.
But again, congrats to Sunno. Very happy
for them. It's a great app. very curious
who is paying for it, but I'm happy for
him.
>> Yeah.
>> And walk my walk.
>> So, we got a couple minutes left. I want
to talk to you about something that the
internet has ridiculed. Um, but I
>> we're not happy. What I'm not happy
with.
>> Okay. This is from the Daily Dot. Bill
Aman's may I meet you dating advice
became a meme and people say the line
actually works. Uh, so here's Bill Aman.
He says obviously, you know, finance guy
in New York. I I guess that's not even
giving him enough ad.
>> That's not even Yeah.
>> capturing. We only have a couple minutes
left, so we'll go with that. He goes, "I
hear from many young men that they find
it difficult to meet young women in a
public setting. In other words, the
online culture has destroyed the ability
to spontaneously meet strangers. As
such, I thought I would share a few
words that I used in my youth to meet
someone that I found compelling. I would
ask, "May I meet you?" before engaging
in further conversation. I almost never
got a no. it inevitably enabled the
opportunity for a further conversation.
I met a lot of really interesting people
that way. Um I think this is Bill Bill
Aman's uh biggest contribution to
society. I think that the the you know
people made fun of it. There's great
memes um of people of guys was like
whispering like may I meet you to girls
and like the men's men's wear guy he
says I just asked a cat may I meet you.
Um, but honestly I think it it is
non-offensive and uh and people need to
meet in person and maybe this is this is
the way people have told people are
posting online according to the daily
dot uh that it's actually working for
them. So
>> I think I'm all about it.
>> I think Bill Aman may have solved
America's lon loneliness problem. I
think young men everywhere now will find
companionship that will signal an entire
change in the politics of our nation. It
will solve, you know, the the emotional
state. It will bring new economic growth
and vitality to the to the country. So,
Bill Aman,
thank you.
>> So good.
>> Thank you.
>> Someone posted like their text messages
with someone. He goes, "Bill Aman,
you're the goat." They go to this print
and go, "So this Saturday, may I meet
you?" And the person goes, "May I meet
you?" What? Honestly, what the hell?
Sure.
>> I mean, but also, hold on. In terms of
posting, all right, now that we've given
Bill his due
to me, one of the weirdest parts of it
though was like just a reminder of the
incentives of like online posting is
that come on, how how often do you
really think this was happening
IRL? As long as we're continuing on the
Gen Z slang side of things.
>> Um, how often was Bill Aman saying this
in real life?
>> No, forget Bill Aman.
>> Yeah.
>> How how often do you think out there
other than I saw pictures of people
holding up signs, may I meet you, people
posting stories about it working for
them.
>> How often do you really think this was
happening? that people after Billman
tweeted that were going out and saying
>> and actually saying it and it was
actually working and it was a whole
thing because first of all,
>> even if it's minuscule, I still applaud
it because it's better than nothing.
Honestly, I think the person that goes
up to someone and says, "May I meet
you?" is better than the person on their
phone in the bar laughing at the memes
making fun of. Actually, you know what?
You're right. I I'll buy that. I'll buy
that.
>> Oh god.
>> If it gets someone off their phone while
they're in the bar,
>> thank you. We like it. Someone just
posted a screenshot of their hinge and
it's like an
full full inbox of people only writing
may I meet you.
>> It is amazing that for someone known for
the longest tweets imaginable.
>> Single line
>> four words is actually what's really
going to make a lasting impact from him.
Folks, um I just want to say as we close
this show, uh I got Ron John out here
today to do this in person just with a
simple text.
>> Just a simple text four. We're making
podcast magic.
>> We're making podcast magic. We've solved
the loneliness problem.
>> Loneliness problem. Everything. Society
is healed and there's no bubble.
>> Good stuff, Ron Sean. Thanks for coming.
>> Good stuff on that. See you next week.
>> Yeah. Thanks for being here in person
and and again for doing this uh week by
week. All right, folks. Thank you for
listening and watching. If you are with
us on YouTube or Spotify, uh, next
Wednesday, Ellen U, the author of a book
titled The Empire of Orgasm, is going to
come on to talk about group think in
Silicon Valley. We hope you join us
then, and Ron and I will be back uh, the
following Friday to break down the
week's news. Thanks again, and we'll see
you next time on Big Technology Podcast.