US AI Car Surveillance Rule Face False Positive Delays

In-Car Surveillance is Coming | Diet TBPN — TBPN

TBPN

NHTSA is delaying mandatory in-car driver monitoring systems because even a 99.9% accuracy rate would trigger tens of millions of false-positive lockouts annually.

AI-assisted summary of In-Car Surveillance is Coming | Diet TBPN — original source. Check the original for full context.

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Detailed notes

## Background Published by TBPN on YouTube on April 28, 2026, this episode of Diet TBPN delivers a condensed 30-minute highlights reel from the daily live tech show hosted by John Coogan and Jordi Hays. According to the page description, the show covers top tech topics and high-profile industry news following guest appearances from major Silicon Valley executives.

## TL;DR Hosts John Coogan and Jordi Hays unpack viral claims regarding mandatory in-car AI driver surveillance by 2027, explaining the technical limits, false-positive math, and NHTSA mandate realities behind the headlines. They also reveal a bizarre negative prompt rule in OpenAI's GPT-5.5 Codex designed to stop the model from injecting fantasy creatures into code. Additionally, the episode touches on practical AI tools in Hollywood VFX, technical glitches during high-profile courtroom live-blogging, and a podcast recommendation featuring macro trader Paul Tudor Jones.

## Atmosphere & style The show carries a lighthearted, fast-paced, and banter-filled energy typical of a relaxed tech commentary podcast. Coogan and Hays blend pragmatic technical analysis with conversational humor, poking fun at broadcast audio bugs, absurd AI emergent behaviors, and dry judicial wit in equal measure. Watching feels like sitting in on an informal, high-signal coffee chat with knowledgeable Silicon Valley insiders who take the technology seriously without taking themselves too seriously.

## Key takeaways - [00:02](https://www.youtube.com/watch?v=9TPkEybahB0&t=2s) Viral social media posts claim the U.S. government will require mandatory in-car AI surveillance cameras in all new vehicles by 2027. - [00:02](https://www.youtube.com/watch?v=9TPkEybahB0&t=2s) Archival news clips demonstrate a long history of American cultural pushback against vehicle regulations like seatbelt and open-container laws. - [02:29](https://www.youtube.com/watch?v=9TPkEybahB0&t=149s) Congress mandated NHTSA to set standards for passive drunk driving prevention technology, though the rumored 2027 deadline is not set in stone. - [02:29](https://www.youtube.com/watch?v=9TPkEybahB0&t=149s) Passive alcohol detection systems face a steep technical barrier: even a 99.9% accuracy rate across 224 billion annual U.S. car trips would result in tens of millions of false positives. - [06:19](https://www.youtube.com/watch?v=9TPkEybahB0&t=379s) Concerns over vehicle lockouts focus on pre-drive engine start prevention rather than dangerous highway-speed remote kill switches. - [06:19](https://www.youtube.com/watch?v=9TPkEybahB0&t=379s) Upcoming driver-monitoring mandates may turn pre-surveillance cars (2026 models and earlier) into sought-after investment-grade vehicles. - [11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) OpenAI's system prompt for GPT-5.5 Codex explicitly forbids mention of fantasy creatures like goblins and gremlins to suppress base model hallucination tendencies. - [13:07](https://www.youtube.com/watch?v=9TPkEybahB0&t=787s) AI in Hollywood is finding immediate commercial adoption in practical VFX tools and workflow automation rather than fully synthetic end-to-end media generation. - [15:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=930s) Technical glitches plagued defense counsel during high-profile legal proceedings covered live by The New York Times, prompting jokes from the judge. - [16:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=990s) The hosts recommend an hour-and-11-minute interview with macro trader Paul Tudor Jones on Patrick O'Shaughnessy's Invest Like the Best podcast.

## Detailed walkthrough ### [00:02](https://www.youtube.com/watch?v=9TPkEybahB0&t=2s) Debunking the In-Car Surveillance Hype

John Coogan and Jordi Hays open the segment discussing a viral post about mandatory in-car surveillance and AI driver monitoring. The viral claim—which the hosts describe as leaning toward "fake news"—warns that the federal government will soon mandate AI surveillance cameras inside every new vehicle sold in the United States by 2027. The fear centers on the idea that AI will constantly monitor drivers, evaluate whether they are fit or sober to drive, and automatically disable or shut off vehicles. Coogan points out that 2027 is essentially just around the corner, calling it the "real AI 2027 problem."

During the discussion, the show experiences audio syncing issues, which Hays jokingly blames on a nation-state attack that leaves the broadcast looking like a "dubbed foreign film." To highlight historical precedent for pushback against driving regulations, the hosts attempt to pull up an archival news video from the 1970s or 1980s showing American drivers reacting to early drunk driving and seatbelt laws. The broadcast clip features a worker complaining that after an 11- or 12-hour workday, having a beer or two in his truck is being branded as illegal, arguing that the country is stripping away basic democratic freedoms.

- The viral rumor claims mandatory in-car AI surveillance will go into effect in the U.S. by 2027. - Archival footage demonstrates long-standing cultural backlash in the U.S. against driving restrictions, including early seatbelt laws and open-container bans.

[02:29](https://www.youtube.com/watch?v=9TPkEybahB0&t=149s) The Real Mandate, Technical Limits, and False Positives

Coogan breaks down the actual facts behind the headlines, clarifying that while the alarmist rumors are overblown, the core concept stems from real legislation. Congress passed a mandate directing the National Highway Traffic Safety Administration (NHTSA) to establish standards for advanced drunk driving prevention technology in new passenger vehicles. The driving rationale is solid: curbing alcohol-related crashes, which account for over 10,000 traffic fatalities in the U.S. every year. However, Coogan points out that the cited 2027 date is not a hard deadline. The law explicitly allows NHTSA to delay implementation until the technology is sufficiently mature, and NHTSA currently maintains that the technology is not yet ready for mass deployment.

The technical roadblock lies in transitioning from *active* systems (like traditional DUI breathalyzer ignition interlocks requiring an explicit blow into a tube) to *passive* systems. Proposed passive solutions include in-cabin breath sensors, steering wheel or start-button touch sensors measuring transdermal alcohol levels, and interior camera monitoring for driver impairment. Coogan presents back-of-the-envelope math on why accuracy is critical: Americans take roughly 224 billion vehicle trips per year (averaging two trips per day across 350 million people). Even if a passive detection system achieves 99.9% accuracy, it would still produce tens of millions of false positives annually—shutting down the cars of completely sober drivers suffering from fatigue or wearing alcohol-based cologne.

- More than 10,000 alcohol-related traffic fatalities occur annually in the United States. - The U.S. traffic volume is estimated at ~224 billion vehicle trips per year. - At 99.9% system accuracy, tens of millions of false-positive lockouts would still occur annually across the country.

[06:19](https://www.youtube.com/watch?v=9TPkEybahB0&t=379s) Pre-Drive Lockouts, Dystopian Edge Cases, and Vehicle History

The hosts discuss the potential risks and middle-ground solutions surrounding the mandate. Conservative and libertarian critics express concern over Orwellian overreach, specifically fearing remote "kill switches" that could cut engine power at highway speeds, potentially causing fatal crashes. Coogan notes that active remote shut-offs are not part of the current legislative proposal; the current consensus centers on "pre-drive lockouts," which merely prevent the engine from starting before a trip begins. Hays brings up edge cases where rigid lockouts could prove dangerous, such as a driver who has consumed two glasses of wine at the beach and receives an urgent tsunami warning, only for the car to refuse to start despite the emergency.

The conversation turns to how these regulations might impact the automotive market. Referring to automotive journalist Doug DeMuro's analysis of car eras—from air-cooled Porsches and pure manuals to modern hybrid supercars—Coogan and Hays predict that pre-surveillance vehicles will become a distinct class of "investment-grade" vintage cars. Consumers may rush to buy 2026 model-year vehicles to keep long-term specifically to avoid mandatory driver-monitoring tech.

> "In this case I'm okay with driving drunk because the tsunami's coming and I'm at the beach... and the car won't be able to deal with that nuance."

[11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) GPT-5.5 Codex Prompt and Emergent "Creature" Behavior

The hosts turn to a discovery within the system prompt for OpenAI's GPT-5.5 Codex model, uncovered by producer Tyler. The prompt explicitly instructs the AI to refrain from bringing up odd creatures: *"Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant to the user's query."* Tyler notes that this appears to be a fix for an emergent behavior in the base model, which inexplicably tends to inject fantasy creatures, goblins, and animals into standard code generation and bug fixes.

The hosts joke about the absurdity of needing negative prompts reminiscent of early AI image generators (e.g., instructing models not to render extra fingers). They review social media posts from developers who confirmed the bug, including one user reporting that GPT-5.5 Codex referred to a software bug fix as a "goblin with a flashlight."

- Explicitly banned creatures in the GPT-5.5 Codex prompt: goblins, gremlins, raccoons, trolls, ogres, and pigeons. - OpenAI team members and users on social media noted that the base model spontaneously inserts references to fantasy creatures into technical tasks.

[13:07](https://www.youtube.com/watch?v=9TPkEybahB0&t=787s) Viral AI Mashups vs. Practical VFX Tools in Hollywood

The segment closes with a reaction to a viral AI-generated video crossing over *Star Wars* and the reality show *Pawn Stars*, where a CGI alien attempts to pawn lightsabers for 100,000 credits, only to be offered $50. Coogan observes that while the visual rendering and lip-syncing are getting harder to spot, the unnatural audio cadence is still the primary giveaway that the clip is synthetic.

Coogan notes that while mashups combining copyrighted intellectual properties go viral because they exist in a "piracy grey area" that studios wouldn't commercially produce, the real short-term business impact of AI in Hollywood is far more practical. Pointing to Ben Affleck's recent project acquisition by Netflix, Coogan argues that the immediate future of AI in filmmaking centers on utility tools—such as automated green screen removal, background replacement, and visual effects (VFX) workflow acceleration—rather than fully AI-generated end-to-end entertainment.

[15:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=930s) Courtroom Technical Issues and Legal Live-Blogging

The hosts discuss the ongoing legal proceedings being covered live by Mike Isaac and his team over at *The New York Times*. The live-blog has already delivered some wild moments straight from the courtroom, largely driven by technical glitches and comedic timing from the bench. During opening statements, the microphone for Elon Musk's lawyer repeatedly failed, turning off four separate times alongside reports that a display screen shut down as well.

The chaos on the defense side prompted the judge to start "doing bits" from the bench. When the equipment sputtered for roughly the fifth time, the judge dryly cracked, "What can I tell you? We're funded by the federal government." The hosts praise Isaac's coverage as "fantastic," noting that while sifting through hours of live posts is a massive undertaking, they plan to pull out the absolute highlights to break down on the following day's episode.

* **Journalistic Coverage:** Mike Isaac and *The New York Times* team covering the trial via live-blog. * **Courtroom Glitches:** Defense counsel's microphone cut out 4 times during opening statements, accompanied by screen outages. * **Bench Humor:** The judge joked about government funding in response to the recurring technical mishaps.

[16:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=990s) Podcast Recommendations and Wrap-Up

Transitioning into recommendations, the hosts urge their audience to tune into a recent episode of *Invest Like the Best* hosted by Patrick O'Shaughnessy. The episode features Paul Tudor Jones—whom the hosts crown as "one of the greatest macro traders of all time"—in an hour-and-11-minute deep dive. The hosts highlight that despite pulling massive numbers, the interview deserves even higher engagement and belongs in everyone's immediate queue.

To wrap up the broadcast, the hosts call on their audience to add the recommended interview to their podcast apps before diving into their own show housekeeping. They ask listeners to drop five-star ratings on Apple Podcasts and Spotify, and to sign up for their newsletter at `tbpn.com`. The segment concludes with their signature upbeat sign-off, wishing the audience "the best afternoon of your life" before bowing out with "Flashbang. Out."

* **Featured Interview:** Patrick O'Shaughnessy interviewing macro trader Paul Tudor Jones on *Invest Like the Best*. * **Episode Length & Metrics:** 1 hour and 11 minutes long, with 1.7 million views and 5,000 likes. * **Show Plugs:** Newsletter subscription at `tbpn.com` and 5-star review requests across Apple Podcasts and Spotify.

## Notable quotes > [06:19](https://www.youtube.com/watch?v=9TPkEybahB0&t=379s) In this case I'm okay with driving drunk because the tsunami's coming and I'm at the beach... and the car won't be able to deal with that nuance. — Jordi Hays

> [11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant to the user's query.

> [11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) goblin with a flashlight

> [15:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=930s) What can I tell you? We're funded by the federal government. — The Judge

> [16:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=990s) the best afternoon of your life

> [16:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=990s) Flashbang. Out.

## Mentioned John Coogan, Jordi Hays, TBPN, Diet TBPN, National Highway Traffic Safety Administration, NHTSA, Doug DeMuro, OpenAI, GPT-5.5 Codex, Tyler, Star Wars, Pawn Stars, Ben Affleck, Netflix, Mike Isaac, The New York Times, Elon Musk, Invest Like the Best, Patrick O'Shaughnessy, Paul Tudor Jones, Apple Podcasts, Spotify, X, YouTube

[Source](https://www.youtube.com/watch?v=9TPkEybahB0)

中文简报

因误报问题,美车载AI监控新规面临推迟 NHTSA正在推迟强制推行车载驾驶员监控系统,因为即使达到99.9%的准确率,每年也会引发数千万起误报锁车事件。 主持人John Coogan和Jordi Hays深入剖析了关于2027年前强制推行车载AI驾驶员监控的网传言论,解释了头条新闻背后的技术局限、误报概率测算以及NHTSA指令的现实情况。他们还揭露了OpenAI GPT-5.5 Codex中一条离奇的负向提示词规则,旨在防止该模型向代码中植入虚构生物。此外,本期节目还探讨了好莱坞VFX中实用的AI工具、备受瞩目的法庭图文直播期间出现的技术故障,并推荐了一期宏观交易员Paul Tudor Jones做客的播客。 社交媒体上疯传的帖子称,美国政府将要求到2027年在所有新车中强制安装车载AI监控摄像头。 (0:02) 历史新闻片段展现了美国文化长期以来对安全带和开放式酒容器法等车辆监管规定的抵触。 (0:02) 国会已责成NHTSA制定被动式防酒驾技术标准,但传闻中的2027年截止期限并未板上钉钉。 (2:29) 被动式酒精检测系统面临巨大的技术障碍:在全美每年2240亿次汽车出行中,即使准确率达到99.9%,也会导致数千万起误报。 (2:29) 对车辆锁闭的担忧主要集中在行车前阻止发动机启动,而非在公路高速行驶时危险的远程熄火开关。 (6:19)

Reading summary

TBPN hosts John Coogan and Jordi Hays push back against viral claims of mandatory in-car AI surveillance by 2027, explaining that technical false-positive hurdles and statutory nuances will delay implementation, while also evaluating emergent model bugs and practical AI adoption in Hollywood. Legislative Reality and the Math of False Positives (2:29) Coogan and Hays clarify that viral rumors claiming the federal government will mandate in-car AI surveillance cameras to shut down vehicles by 2027 overstate actual policy. While Congress did direct the National Highway Traffic Safety Administration (NHTSA) to establish standards for advanced drunk driving prevention to combat more than 10,000 annual alcohol-related fatalities, 2027 is not a rigid deadline. The statute authorizes delays until technology matures, and NHTSA currently considers the tech unready for mass deployment. The core obstacle is shifting from active interlocks to passive detection, such as cabin breath sensors, transdermal touch sensors on steering wheels, or camera-based impairment monitors. Coogan calculates that across the roughly 224 billion vehicle trips taken annually in the United States (averaging two trips daily among 350 million people), even a system operating at 99.9% accuracy would trigger tens of millions of false-positive lockouts every year, penalizing sober drivers wearing cologne or exhibiting fatigue. Pre-Drive Lockouts and Automotive Market Shifts (6:19) Addressing public fears of Orwellian overreach, Coogan emphasizes that federal proposals do not involve active remote kill switches that shut down engines at highway speeds. Current regulatory discussions focus strictly on pre-drive lockouts that prevent an engine from turning on before a trip begins. Even so, the hosts observe that automated lockouts create severe edge-case risks, such as preventing an impaired person from driving away from a life-threatening beach tsunami. Drawing on automotive journalist Doug DeMuro's analysis of distinct vehicle eras, the hosts forecast that mandatory monitoring could create a new category of "investment-grade" vintage automobiles. Consumers seeking to avoid in-cabin surveillance may deliberately purchase and preserve 2026 model-year vehicles, preserving non-monitored vehicles as high-demand collector assets. Patching Emergent Behaviors in Frontier Code Models (11:15) Turning to generative software, the hosts highlight an unusual constraint uncovered by producer Tyler in OpenAI's system prompt for GPT-5.5 Codex: "Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant to the user's query." Developers and OpenAI team members confirmed this negative prompt was designed to suppress an unexplained emergent behavior in the base model, which repeatedly injected fantasy creatures into standard coding tasks and bug fixes, such as describing code adjustments as a "goblin with a flashlight." Coogan and Hays liken this blunt mitigation to early AI image generation prompts that explicitly forbade models from drawing extra fingers. Hollywood Utility Tools Outpace Synthetic Mashups (13:07) Reviewing an AI-generated video crossing Star Wars with Pawn Stars, Coogan notes that while visual fidelity and lip-syncing continue to advance, unnatural vocal cadence remains an obvious giveaway of synthetic media. He points out that while unauthorized mashups spread quickly because they inhabit an intellectual property grey area that studios will not commercialize, end-to-end synthetic video is not where AI's near-term commercial value lies. Highlighting Ben Affleck's recent project acquisition by Netflix, Coogan argues that AI's immediate impact on Hollywood is practical and utility-driven. Rather than generating finished films out of whole cloth, the industry's real adoption centers on accelerating specialized visual effects pipelines, including automated green-screen keying and background replacements. Across both automotive policy and artificial intelligence deployment, the hosts conclude that viral public perceptions—whether dystopian fears of remote vehicle shut-offs or expectations of fully automated filmmaking—diverge significantly from near-term technical limits, where statistical error rates and pragmatic workflow utilities remain the decisive factors.

精炼阅读摘要

本期节目剖析了关于美国将于2027年强制推行车载AI监控的虚假传言,指出其源于国会对国家公路交通安全管理局(NHTSA)的反酒驾技术授权,但该法案因被动检测技术的超高误报率与系统死板性尚未具备推行条件;同时,节目讨论了GPT-5.5 Codex为压制模型奇异缺陷而设立的提示词禁令,以及影视行业中AI从版权灰色混剪走向实用特效工具的现实趋势。 车载监控谣言与NHTSA法规现实 (0:02) 节目开篇探讨了网络上关于联邦政府将于2027年前强制在美销售新车安装AI驾驶员监控摄像头、并能随时关闭车辆的病毒式恐慌。主播 John Coogan 与 Jordi Hays 澄清这一说法偏向虚假新闻,其法律内核其实是美国国会此前通过的立法,旨在指示美国国家公路交通安全管理局(NHTSA)制定先进的乘用车反酒驾技术标准。该法规的初衷是解决全美每年超过1万起由酒后驾驶导致的交通死亡惨剧。 针对所谓“2027年硬性执行”的传言,Coogan 指出法规明确赋予了 NHTSA 延迟执行的裁量权,而 NHTSA 目前明确认定该技术尚未成熟到可以大规模部署的程度。节目还回顾了20世纪70至80年代美国车主抵制系安全带法规和车内开罐禁令的历史档案,以此印证美国社会文化对于车辆行驶干预政策长期存在强烈的心理反弹。 被动检测技术困境与潜在市场反弹 (2:29) 从技术路径来看,推广反酒驾系统的核心难点在于从传统的“主动式”(如向吹管呼气才能启动的点火联锁装置)向“被动式”过渡。备选技术涵盖座舱酒精气体传感器、方向盘或启动按键上的经皮酒精检测传感器,以及用于监测疲劳和受损状态的座舱摄像头。Coogan 提出了一项关键的推算:全美每年机动车出行量约为2240亿次(以3.5亿人口、人均每天出行两次计),在此体量下,即便被动检测系统的识别准确率高达99.9%,全美每年依然会产生数千万次误报,导致疲劳驾驶或仅使用了含酒精香水的清醒司机被系统误锁。 针对部分保守派关于政府设置“远程熄火开关”在高速行驶中切断发动机的担忧,Coogan 澄清目前共识仅限于出发前的“行程前锁定”(pre-drive lockouts),而非行驶中切断动力。Hays 则指出了刚性锁定的潜在危险,例如海边微醺驾驶员遭遇海啸预警等突发逃生场景时,AI 无法理解其权衡情境。此外,两位主播结合汽车评论家 Doug DeMuro 的断代观点预测,若强制监管最终落地,2026年款及之前的无监控车型可能演变为具备“投资级”价值的复古车,引发规避监控技术消费者的抢购潮。 GPT-5.5 Codex提示词与异常抑制 (11:15) 节目随后转向大语言模型的一则工程细节。制作人 Tyler 发现 OpenAI 为 GPT-5.5 Codex 编写的系统提示词中包含一段异乎寻常的负面约束:明确禁止模型在用户未明确提及的情况下,谈论地精(goblins)、小精灵(gremlins)、浣熊、巨魔(trolls)、食人魔(ogres)、鸽子或其他动物和奇幻生物。 Tyler 与主播解释称,该提示词是为了修复基础模型自发涌现的奇异缺陷——该模型在生成代码或排查漏洞时,会毫无由头地引入奇幻生物隐喻,甚至有开发者反馈其曾将代码修复解释为“打着手电筒的地精”。主播调侃称,这种为了压制底层反常行为而设置的强行补丁,与早期 AI 图像生成中反复提醒“不要画多余手指”如出一辙。 影视AI落地:从病毒混剪到特效工具 (13:07) 针对近期网络上将《星球大战》与真人秀《典当之星》拼接融合的 AI 生成爆款视频,Coogan 评价称其视觉表现和唇形同步已相当逼真,但不自然的语音节奏仍是识别合成视频的核心痕迹。这类跨版权 IP 的混剪能够在网络疯传,根源在于其处于商业制片厂无法正式立项的“盗版灰色地带”。 关于 AI 对好莱坞的实际商业影响,Coogan 认为市场演进正在回归理性。以近期 Ben Affleck 的项目被 Netflix 收购为例,AI 在影视工业中的短期真正价值在于幕后实用工具的提效,例如绿幕自动消除、背景替换与视觉特效(VFX)流程优化,而非端到端全流程自动生成影视作品。 无论是车载反酒驾系统的立法推迟,还是代码模型中的荒诞涌现与好莱坞对降本工具的选择,都反映出技术落地面临的现实约束:庞大的使用基数使得极小的误报率也能引发巨大的社会阻力,而真正具备商业价值的应用往往集中在务实的工作流辅助,而非完全失控或过度全能的自动化想象。

Detailed notes — zh

## Background 本期视频由科技访谈频道 TBPN 于 2026 年 5 月 22 日发布在 YouTube 平台。该栏目为 Diet TBPN 精选系列,节目简介称该脱口秀由 John Coogan 与 Jordi Hays 主持、被称为“硅谷的新宠”,致力于在 30 分钟内浓缩当天科技热点与行业动态。 ## TL;DR 节目围绕网传“2027 年全美新车强制搭载防酒驾与车内监控 AI”的技术法规展开深入探讨,指出在年均 2240 亿次出行基数下,哪怕 0.1% 的误差也会酿成庞大的误报灾难,并预测无监控纯机械老车将成为新的二手收藏热点。随后,主播们盘点了 OpenAI GPT-5.5 Codex 系统提示词中严禁胡扯“哥布林与浣熊”的离奇负向指令,分析了《星战》混剪《典当之星》AI 恶搞视频背后的商业 IP 困境与好莱坞务实工具化趋势。最后,节目速递了马斯克庭审现场遭遇的连环麦克风故障插曲,并推荐了传奇投资人保罗·都铎·琼斯做客《Invest Like the Best》的重磅访谈。 ## Atmosphere & style 整体氛围节奏明快、充满硅谷极客式幽默与辛辣反讽。两位主播开场便将演播室的音频故障戏谑为“敌对势力网络攻击”,并在调侃古早酒驾反弹档案与严肃推导庞大误判率之间自如切换。从“海啸逃生被车锁死”的末日脑洞到对 OpenAI 哥布林提示词的爆笑拆解,整场节目兼具犀利的行业洞察与松弛的闲聊质感,给听众带来既涨知识又极其解压的收听体验。 ## Bulletin - [02:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=150s) 网传美国到2027年将强制新车搭载AI车内监控并具备自动熄火功能,但实际上NHTSA法案设有延期条款,官方明确表示该技术目前尚未就绪。 - [05:03](https://www.youtube.com/watch?v=9TPkEybahB0&t=303s) 基于全美每年约2240亿次出行总量的庞大基数,车载防酒驾被动检测系统即使达到99.9%的极高准确率,仍会引发数千万次针对无辜清醒驾驶员的误报锁死。 - [08:59](https://www.youtube.com/watch?v=9TPkEybahB0&t=539s) 车内全天候视觉监控的推行正在催生新型二手车投资热潮,二手车市场正将“最后一代未搭载车内全天候监控”的车型视作珍稀收藏品。 - [11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) OpenAI针对代码智能体的GPT-5.5/Codex系统提示词曝光,其中包含显式的荒谬负向指令,严禁模型在非必要时提及哥布林、浣熊等奇幻生物与动物。 - [13:07](https://www.youtube.com/watch?v=9TPkEybahB0&t=787s) 好莱坞主流电影工业正聚焦将AI作为视效抠像、背景替换等流程加速工具,而非依赖其直接一键生成完整版权娱乐内容。 ## Key takeaways - [00:02](https://www.youtube.com/watch?v=9TPkEybahB0&t=2s) 网络上关于2027年强制新车配备AI车内监控与远程熄火的传言引发普遍焦虑,主持人对比了七八十年代蓝领工人反抗限制酒驾与强制安全带的历史新闻,表明历史在重演。 - [02:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=150s) 全美每年酒驾死亡逾万人促使相关立法出台,但法规重点在于探索呼气嗅探、生物接触及视觉AI等被动检测技术,且NHTSA目前表态技术尚未成熟。 - [05:03](https://www.youtube.com/watch?v=9TPkEybahB0&t=303s) 庞大的全美出行基数(每年约2240亿次)放大了边际误差,极高的准确率在极低的酒驾基础概率下仍会导致大量疲劳或使用香水的清醒司机遭遇误报。 - [05:03](https://www.youtube.com/watch?v=9TPkEybahB0&t=303s) 为避免高速行驶中突然断电造成次生危险,目前行业讨论的妥协方案倾向于行车前阻止点火,而非行驶中远程熄火。 - [07:01](https://www.youtube.com/watch?v=9TPkEybahB0&t=421s) 硬性算法锁死机制在极端灾难场景(如海啸来袭紧急逃生)中缺乏现实常识与权衡能力,暴露出当前技术规则的机械与僵化。 - [07:01](https://www.youtube.com/watch?v=9TPkEybahB0&t=421s) 在完全自动驾驶(FSD)彻底解放人类驾驶员之前,强制监控与手动接管之间的权责与信任冲突难以根本解决。 - [08:59](https://www.youtube.com/watch?v=9TPkEybahB0&t=539s) 二手车市场收藏价值的评判标准正从纯机械、自吸手动挡转向隐私属性,未来“无车载监控”可能成为全新的投资级老车标签。 - [11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) GPT-5.5 Codex模型提示词中反复禁止谈论哥布林、浣熊等生物,反映出大模型底层涌现特性可能产生的非预期奇幻比喻与胡扯倾向。 - [13:07](https://www.youtube.com/watch?v=9TPkEybahB0&t=787s) AI生成的《星战》与《典当之星》恶搞缝合视频虽然爆火,但其传播主要依赖未授权的超级商业IP滤镜,原创AI视频仍缺乏商业变现闭环。 - [13:07](https://www.youtube.com/watch?v=9TPkEybahB0&t=787s) 影视工业界更务实地接纳AI的工具属性(如抠像、背景替换与资产擦除),旨在提升工业级制作管线的生产力,而非替代内容创作本身。 - [15:32](https://www.youtube.com/watch?v=9TPkEybahB0&t=932s) 马斯克法庭听证会现场因公用设备连环故障引发法官幽默吐槽,突显出政府基础设施与科技现实之间的荒诞落差。 ## Detailed walkthrough ### [00:02](https://www.youtube.com/watch?v=9TPkEybahB0&t=2s) 车内全天候监控传言与历史上的“酒驾反弹” 关于“车内强制监控”的传言在网络上引发病毒式传播。主持人指出,社交媒体上充斥着不少博人眼球的“假新闻”,核心焦虑集中在传闻中联邦政府的一项新法规:要求到 2027 年,所有在美国销售的新车都必须强制搭载持续监控驾驶员状态的 AI 技术。如果系统判定驾驶员处于醉酒或不适宜驾驶的状态,便会自动将车辆熄火断电。节目开场时,直播间恰好遭遇了音频同步故障,主持人顺势调侃称“我们很可能是遭到了敌对国家的网络攻击”,画面看着简直像一部“被拙劣译配的外国电影”。 为了对比眼下的公众恐慌,节目组翻出了一段 20 世纪七八十年代的真实历史新闻档案。视频中,一名美国蓝领工人在镜头前愤怒抗议政府限制酒驾和强制系安全带的法规,直斥限制酒驾“完全是反民主的”;那位受访者抱怨道,一个辛苦劳作了 11 到 12 个小时的普通人,下班跳上皮卡喝一两罐啤酒本是天经地义的事,“现在他们立法管你什么时候能喝酒,开车还非得系安全带,用不了多久我们国家就全变味了”。这段古早画面引得主持人阵阵爆笑,感叹历史总是惊人地相似——几十年前人们反对安全带和查酒驾,如今面对车载监控同样爆发了剧烈反弹。 - **网传核心恐慌**:到 2027 年,政府、警方和汽车制造商将拥有随时随地监控驾驶员并在行驶中熄火车辆的控制权。 - **历史对照**:20 世纪 70 至 80 年代美国推行酒驾管制与强制安全带法规时,民间曾出现强烈抵触情绪,将其视作对个人自由的剥夺。 --- ### [02:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=150s) 法规真相与技术路径:被动检测 vs 主动呼气 撇开夸大其词的末日阴谋论,这项立法的初衷本身具有合理的现实诉求。全美每年因酒驾导致的交通事故死亡人数超过 1 万人,这一惨痛代价促使国会通过法案,要求美国国家公路交通安全管理局(NHTSA)为乘用车制定先进的防酒驾技术标准。然而,公众普遍引用的“2027 年”并非一条不可逾越的死线。该法案早在 2024 年前后便已通过,其中明确规定了延期条款:只有当技术真正成熟可用时,NHTSA 才会发布强制性约束规范,而 NHTSA 目前明确表态——**这项技术尚未就绪**。 ```mermaid flowchart TD accTitle: 车载防酒驾检测方案对比 accDescr: 对比传统主动式呼气检测与正在研发的三种被动式检测技术 subgraph Active["传统主动式检测"] A["呼气检测导管"] --> A1["需驾驶员主动吹气数秒\n体验极差,仅限酒驾前科人员"] end subgraph Passive["新型被动式检测 (法规探索方向)"] P1["车内气味传感"] --> R1["被动嗅探车内酒精挥发物"] P2["指纹/触觉传感"] --> R2["启动键扫描皮下酒精成分"] P3["车内 AI 摄像头"] --> R3["监测面部神态、视线与疲劳度"] end ``` 以往针对有酒驾前科(DUI)司机的车载点火互锁装置属于“主动式系统”,需要驾驶员坐进车内对着管子用力吹气数秒,政府并不打算将这种笨拙方案推向所有普通大众。当前探索的核心是“被动式检测”(Passive Sensing),主要涵盖三种技术路径: 1. **呼气嗅探传感**:类似车内的“气味摄像机”(Smell-o-vision),自动吸附并检测驾驶室空气中的酒精分子; 2. **接触式生理传感**:在点火按键上集成红外或生物光学读数器,当驾驶员按压启动键时,直接穿透皮肤扫描组织内的酒精浓度; 3. **视觉 AI 监控**:利用车内摄像头捕捉驾驶员的面部特征、眼神与注意力分散情况,判定其神态是否处于醉酒恍惚状态。 --- ### [05:03](https://www.youtube.com/watch?v=9TPkEybahB0&t=303s) 每年两千亿次行程的规模效应与误报灾难 从算法原型来看,高校实验室或黑客松项目或许能轻松做出准确率达到 90%、99% 乃至 99.9% 的演示模型,但一旦将技术置于全美庞大的出行规模下,哪怕 0.1% 的误差都会变成一场现实噩梦。据粗略估算,全美约 3.5 亿人口平均每人每天出行两次,全美汽车一年的总出行次数高达约 2240 亿次。在如此庞大的基数面前,哪怕系统达到了极其顶尖的 99.9% 准确率,每年依然会产生数千万次判定错误。 更关键的问题在于极低的基础概率:在全美所有汽车行程中,酒后驾驶的比例本身极低,绝大多数行程都是完全清醒的。因此,这数千万次误判几乎全部会落在无辜的清醒司机身上。早高峰通勤时,车主可能仅仅是因为前一晚没睡好神情略显疲惫,或者出门前喷了含有酒精挥发物的男士古龙香水,就可能触发被动传感器的警报,导致车辆当场无法启动。主持人调侃道,这很快会成为全美最流行的逃避理由,学生们会给老师发邮件:“抱歉今天考不了试,不是小狗吃了我的作业,而是车子又误报假阳性锁死了”。 - **全美年均出行量**:约 2240 亿次行程(224 billion trips)。 - **极端基数下的误判率**:即使准确率达 99.9%,每年误报案例仍可高达千万量级。 - **误触发高危场景**:面部疲劳惺忪、晨间使用含酒精古龙水或香水、车内同乘人员饮酒散发酒精等。 - **政治博弈与折中方案**:尽管该指令最初由两党共同通过,但自由意志主义保守派正对其展开猛烈反击,抨击其为奥威尔式的政府越权。为了避免系统在高速行驶中突然断电造成车毁人亡,目前行业讨论的折中方案限定为“行车前锁死”(Pre-drive Lockout),即仅在出发前阻止点火,而非行进中远程熄火。 --- ### [07:01](https://www.youtube.com/watch?v=9TPkEybahB0&t=421s) “锡纸帽爱好者”、行车锁死担忧与海啸逃生困境 谈及远程熄火机制,主持人戏谑地引入了一个新词汇——“锡纸帽爱好者”(Tin foil enthusiasts,意指阴谋论者)。长期以来,这类群体坚信美国政府早在 1985 年左右就已经掌握了针对民用车辆的远程熄火技术,每当有关键案件证人突遭离奇的高速车祸时,他们就会怀疑是车辆后台被按下了秘密开关。抛开阴谋论不谈,公众真正恐惧的是失控的技术在现实场景中缺乏常识与弹性。 主持人举了一个极端的极端现实困境:某人周末驾车去海边游玩,在沙滩上悠闲地喝了两杯红酒,原本打算在海滩过夜或散步醒酒;此时海啸预警警报突然拉响,巨浪即将来袭,他必须立刻开车逃向高处避难。此时车辆检测到其血液酒精浓度达到了 0.08 并直接将系统锁死。车主冲着汽车大喊:“我不在乎是不是酒驾,现在有海啸来了!我必须立刻逃命!”而冰冷的算法却只会回应“检测到酒精超标,禁止发动”。这种无法根据现实危机权衡利弊的极端情况,暴露出硬性锁死系统在常识推断上的巨大短板。讨论最后提出,或许只有在自动驾驶(Full Self-Driving, FSD)技术完全普及、车辆不再需要人类亲自操控的那一天,推行这类监控才不会引发如此巨大的系统性冲突。 ### [08:59](https://www.youtube.com/watch?v=9TPkEybahB0&t=539s) 自动驾驶防呆脑洞与“无监控纯机械”投资级老车潮 随着车内监控与辅助驾驶技术的普及,只要驾驶位上还必须坐着一个人随时准备接管车辆,驾驶体验就难免陷入两难。节目探讨了一种颇具科幻讽刺意味的 L4 级自动驾驶构想:上车后只需按下一个专门的按钮,车辆立即进入绝对托管状态,即便乘客喝了几杯酒后试图借着酒劲抢夺方向盘,系统也会将其彻底锁死,方向盘瞬间退化成玩具级别。但如果要切换到手动模式,门槛则极端苛刻——车主必须完成全套血液离心检测,只有确认血液成分纯净无酒精,系统才允许人类真正接管机械。 这种技术演进促使车友们重新审视汽车的历史断代。著名汽车评论人、Cars & Bids 创始人 Doug DeMuro 曾系统梳理过燃油车的时代更迭:从最早期的保时捷风冷发动机时代,到完全没有车身稳定控制、牵引力控制等电子系统的纯机械时代;再到手动挡、自然吸气且无混动介入的纯粹机械性能期;而在当今的现代超跑序列中,只要车里还塞着一台发动机、没有彻底沦为纯电驱动,收藏家们就已经谢天谢地了。这种历史标记正在向车内隐私领域延伸,未来的二手车市场极可能诞生一批全新的“投资级复古车”(Investment grade vehicles),其唯一的核心卖点就是“最后一代没有搭载 24 小时全天候对人监控摄像头的车辆”。面对日益严密的监视政策,许多车主已经产生应激心理,甚至认真盘算着立刻买下一台 2026 款汽车精心养护并永久珍藏。 ```mermaid flowchart TD accTitle: 汽车时代与收藏标准的演进轨迹 accDescr: 展示从早期风冷纯机械时代逐步演变至未来无监控老车收藏的代际变化 subgraph S1["经典纯机械时代"] A["风冷发动机时期"] --> B["无电子稳定/牵引力控制"] B --> C["纯手动挡与自然吸气"] end subgraph S2["现代与智能化过渡"] C --> D["混动超跑时代<br/>保留内燃机即算加分"] D --> E["全面智能化时代<br/>车内全天候视觉监控普及"] end subgraph S3["未来收藏新风向"] E --> F["投资级新型老车<br/>最后一代无监控纯隐私座驾"] end ``` - 汽车收藏家始终在追逐各品牌的“绝唱”节点,例如法拉利最后一台纯手动挡车型或最后一款非混动超跑。 - 现场主播 Tyler 顺势开了一个低俗玩笑,询问“允许酒驾的老车在未来能有多少溢价”,随即被演播室全员大声制止并勒令立刻换台切入下一话题。 ### [11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) GPT-5.5 Codex 神秘提示词:严禁代码模型胡扯“哥布林与浣熊” OpenAI 针对代码智能体(Coding Agent)的 GPT-5.5 / Codex 模型在系统提示词(System Prompt)中曝出了一条极其诡异且重复出现的负向指令。指令白纸黑字地写道:“除非与用户的查询绝对且毫无歧义地相关,否则严禁谈论哥布林(goblins)、小魔怪(gremlins)、浣熊(raccoons)、巨魔(trolls)、食人魔(ogres)、鸽子(pigeons)或其他任何动物及奇异生物。” 这种措辞荒谬至极,让人瞬间联想到早期 AI 图像生成工具中特意用来防御畸变的手动负向提示词,比如强制写上“不要画出六根手指”。 技术圈对此展开了热烈挖掘与调侃。这种现象并非单独针对编程界面,而是新基模型底层展现出的某种“涌现特性”(emergent property)——超级智能似乎天生带着一种狂热的冲动,总想在不经意间与人类探讨森林生物与奇幻精怪。网络上甚至有开发者现身说法,表示就在前一天的 Bug 修复过程中,5.5 版本的 Codex 突然莫名其妙地蹦出了“拿着手电筒的哥布林”这种离奇比喻。 - 业内知名账号 Vi 借机自嘲,打趣称这条规则纯粹是因为自己的个人磁场带坏了公司,哥布林等怪兽仿佛跟着他前脚迈进了大门,如今 OpenAI 只是在艰难收拾这些生物入侵的下游附带影响。 - 行业观察者 Tibo 等人也疯狂复读这段奇特指令进行梗图狂欢,将其奉为代码圈最新的“懂的都懂”文化符号。 ### [13:07](https://www.youtube.com/watch?v=9TPkEybahB0&t=787s) 《星战》缝合《典当之星》爆火背后:AI 视频的 IP 困境与好莱坞工具化现实 网络上近期疯传一段利用 AI 生成的恶搞短视频,将经典科幻 IP《星球大战》与老牌真人秀《典当之星》(Pawn Stars)无缝混剪在一起。视频中,反派格里弗斯将军抱着四把光剑走进典当铺,声称这批宝物是在某次“房屋遗产拍卖会”(Estate sale)上偶然淘来的,狮子大开口索要 10 万帝国信用点;而典当行老板则面不改色地把价格直接砍到 50 美元,气得将军当场怒骂“混账蠢货”。视频里角色的面部和动作虽然本身带有 CGI 质感使得画面难以直接辨别真伪,但其合成的生硬音频还是立刻出卖了 AI 的破绽。 这一病毒级爆款背后折射出生成式 AI 视频面临的商业困境与版权悖论:这类视频之所以能爆火,核心在于它肆无忌惮地跨界缝合了两个极具知名度但均未支付授权费的超级商业 IP;一旦剥离了《星战》与《典当之星》的品牌滤镜,纯粹的 AI 原创视频根本不可能获得如此体量的传播。这种一键式直接生成完整娱乐内容的商业逻辑依然非常狭窄,缺乏健康的商业变现闭环。 相比于网上漫天飞舞的“一键成片”恶搞视频,好莱坞真正接纳 AI 的路径其实非常务实且聚焦于工具属性。例如本·阿弗莱克(Ben Affleck)向 Netflix 出售的最新影视制作管线项目,就深入展示了 AI 如何在工业级视效中充当生产力工具。行业目前更看重 AI 在绿幕抠像精简、复杂背景替换、特定资产擦除与自动化视效工作流中的加速表现,把影视创作者从枯燥繁重的重复劳动中解放出来,而非直接指望模型独立输出电影大片。 ### [15:32](https://www.youtube.com/watch?v=9TPkEybahB0&t=932s) 马斯克法庭听证会连环技术故障与《Invest Like the Best》重磅推荐 《纽约时报》知名科技记者 Mike Isaac 及其报道团队正在法庭现场对埃隆·马斯克的最新法律诉讼进行实时文字图文直播。整场庭审的画风颇为荒诞,审理案件的法官甚至在法庭上直接开启了“即兴单口相声”模式。在马斯克代表律师发表开场陈述期间,现场的麦克风不知为何接连失灵闭麦了整整四次,中途甚至连公用显示屏都一度黑屏死机。当第五次技术故障再次降临导致发言被打断时,法官终于忍不住在庭上当众吐槽:“我能有什么办法呢?谁让咱们是靠联邦政府资金维持运转的呢!” 在节目尾声,主播重点推荐了由知名投资投资人兼主持人 Patrick O'Shaughnessy 主持的商业播客《Invest Like the Best》。该节目近期上线了一期长达 1 小时 11 分钟的重磅对话,受邀嘉宾为全球顶级宏观对冲基金传奇人物保罗·都铎·琼斯(Paul Tudor Jones)。该期内容全网已斩获超过 170 万次观看与 5000 次点赞,被主播誉为所有关注宏观市场的听众必须加入播放列表的必听内容。最后,主持人呼吁观众在 Apple Podcasts 与 Spotify 平台为节目打出五星好评,订阅官网 Newsletter,并以标志性的“Flashbang. Out. Goodbye”口号挥手告别结束本期节目。 ## Notable quotes > [00:02](https://www.youtube.com/watch?v=9TPkEybahB0&t=2s) 我们很可能是遭到了敌对国家的网络攻击 > [00:02](https://www.youtube.com/watch?v=9TPkEybahB0&t=2s) 现在他们立法管你什么时候能喝酒,开车还非得系安全带,用不了多久我们国家就全变味了 > [02:30](https://www.youtube.com/watch?v=9TPkEybahB0&t=150s) 这项技术尚未就绪 — NHTSA > [05:03](https://www.youtube.com/watch?v=9TPkEybahB0&t=303s) 抱歉今天考不了试,不是小狗吃了我的作业,而是车子又误报假阳性锁死了 > [07:01](https://www.youtube.com/watch?v=9TPkEybahB0&t=421s) 我不在乎是不是酒驾,现在有海啸来了!我必须立刻逃命! > [07:01](https://www.youtube.com/watch?v=9TPkEybahB0&t=421s) 检测到酒精超标,禁止发动 > [11:15](https://www.youtube.com/watch?v=9TPkEybahB0&t=675s) 除非与用户的查询绝对且毫无歧义地相关,否则严禁谈论哥布林(goblins)、小魔怪(gremlins)、浣熊(raccoons)、巨魔(trolls)、食人魔(ogres)、鸽子(pigeons)或其他任何动物及奇异生物。 — OpenAI > [15:32](https://www.youtube.com/watch?v=9TPkEybahB0&t=932s) 我能有什么办法呢?谁让咱们是靠联邦政府资金维持运转的呢! — 法官 > [15:32](https://www.youtube.com/watch?v=9TPkEybahB0&t=932s) Flashbang. Out. Goodbye ## Mentioned TBPN, John Coogan, Jordi Hays, NHTSA, Doug DeMuro, Cars & Bids, Tyler, OpenAI, GPT-5.5, Codex, Vi, Tibo, 星球大战 (Star Wars), 典当之星 (Pawn Stars), 格里弗斯将军 (General Grievous), 本·阿弗莱克 (Ben Affleck), Netflix, 埃隆·马斯克 (Elon Musk), Mike Isaac, 纽约时报 (The New York Times), Patrick O'Shaughnessy, Invest Like the Best, 保罗·都铎·琼斯 (Paul Tudor Jones), Apple Podcasts, Spotify ## Video description Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive [Source](https://www.youtube.com/watch?v=9TPkEybahB0)

Source quotes

[0:02] 我们很可能是遭到了敌对国家的网络攻击 [0:02] 现在他们立法管你什么时候能喝酒,开车还非得系安全带,用不了多久我们国家就全变味了 [2:30] NHTSA: 这项技术尚未就绪 [5:03] 抱歉今天考不了试,不是小狗吃了我的作业,而是车子又误报假阳性锁死了 [7:01] 我不在乎是不是酒驾,现在有海啸来了!我必须立刻逃命! [7:01] 检测到酒精超标,禁止发动 [11:15] OpenAI: 除非与用户的查询绝对且毫无歧义地相关,否则严禁谈论哥布林(goblins)、小魔怪(gremlins)、浣熊(raccoons)、巨魔(trolls)、食人魔(ogres)、鸽子(pigeons)或其他任何动物及奇异生物。 [15:32] 法官: 我能有什么办法呢?谁让咱们是靠联邦政府资金维持运转的呢! [15:32] Flashbang. Out. Goodbye

Source quotes

[6:19] Jordi Hays: In this case I'm okay with driving drunk because the tsunami's coming and I'm at the beach... and the car won't be able to deal with that nuance. [11:15] Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant to the user's query. [11:15] goblin with a flashlight [15:30] The Judge: What can I tell you? We're funded by the federal government. [16:30] the best afternoon of your life [16:30] Flashbang. Out.

Original transcript

[0:02] I wrote about this in-car surveillance [0:03] thing. It's going viral. It's sort of [0:05] fake news. We got to sort of truth zone [0:07] it, but also it's coming and it might [0:08] not matter because if you get in a [0:10] robo-taxi, there's definitely going to [0:11] be a camera on you. But, the fear is [0:14] centered around this idea that there [0:16] will be a requirement from the federal [0:18] government [0:19] that every new car sold in the United [0:23] States will be required by law to have [0:25] technology uh-oh that puts constant [0:28] surveillance on the driver. And this is [0:31] happening sooner than you think by 2027. [0:34] That's just 12 months away. Uh AI in [0:37] your car will determine if you're sober [0:39] and fit to drive automatically turning [0:42] off the vehicle. [0:43] >> almost May, by the way. I know. We're [0:45] we're we're what? 8 months away, I [0:47] guess, from 2027. This is the real AI [0:49] 2027 problem. This is this is a big [0:52] deal. [0:52] >> We are having audio issues. It's most [0:56] likely a nation-state. Potentially. [0:59] >> We are under attack, but we are working [1:01] on it. So It's like watching a dubbed [1:02] foreign film. Well, uh maybe we can play [1:06] this video of what happened the last [1:09] time America tried to pull back on [1:13] driving a car while intoxicated and some [1:15] of the some of the response some of the [1:17] backlash from [1:19] >> to restrict drinking and driving here is [1:21] viewed Can we pull this up? Okay. We're [1:23] working on it. Production team is being [1:25] humbled this morning. [1:26] >> Humbled. Uh anyway, let me read through [1:28] some of my take and then we'll play that [1:30] funny video. So, sounds scary. Yeah, [1:32] let's play this video. drinking and [1:33] driving here is viewed by some as [1:35] downright undemocratic. It's kind of [1:37] getting common this one of the fellas [1:39] getting up putting in a hard day's work, [1:40] putting in 11 12 hours a day, and then [1:43] getting your truck and at least having [1:44] one or two beers. They're making it laws [1:46] where you can't drink when you want to. [1:49] You can't You have to wear a seatbelt [1:51] when you're driving and [1:53] pretty soon we're going to become this [1:54] country. [1:55] >> [laughter] [1:56] >> Become this country. [1:58] What what when was that? Was that the [2:00] Apparently that's real. I I always I saw [2:02] I've seen that video before. I always [2:04] thought it was fake. I didn't realize [2:06] that that was real. That feels like 80s, [2:08] 70s, something like that. 80s, okay. [2:11] Well, there was backlash then and [2:12] there's backlash now. Some of it's a [2:14] little bit overblown. Uh this sounds [2:17] very scary, you know, constant [2:18] surveillance. The real the real is crazy [2:21] version is camera that's watching you at [2:23] all times. The government, the police, [2:25] and the automaker can just turn off your [2:26] car whenever they want. That sounds bad. [2:29] What's actually being proposed? What's [2:30] actually on the timetable? So, the [2:32] rationale for this is good and I I think [2:35] most people would agree that that it is [2:37] a reasonable uh thing to do to try and [2:40] curb alcohol-related uh vehicle [2:42] accidents, drunk driving. Uh there's [2:43] more than 10,000 alcohol-related deaths [2:46] each year on US roads. That's a ton. [2:49] Anything we can do to stop that, reduce [2:51] that, totally worth working on, totally [2:54] worth pursuing as long as it doesn't [2:56] violate a whole bunch of other liberties [2:58] or create more problems than it solves, [2:59] right? We want net positive impact here. [3:02] Technology is getting better at [3:03] detecting intoxication and it's getting [3:05] a lot cheaper. So, why not just ship [3:08] drunk driver detection system with every [3:09] car from the factory? That's the [3:10] proposal. Uh there are a bunch of [3:12] potential downsides that we can get [3:13] into, but it's important to get set the [3:14] fact straight about set the fact [3:16] straight about where we actually stand [3:17] today. So, the core concept here is [3:19] generally correct. Congress did pass a [3:21] mandate directing the NHTSA to create a [3:25] standard for advanced drunk driving [3:27] prevention technology in new passenger [3:30] vehicles. Now, the 2027 date that people [3:33] are citing, that's not a hard deadline. [3:36] Um the law was passed back in 2024 and [3:38] in the actual law it basically allowed [3:40] for delays. So, they said you the NHTSA [3:44] will only issue a binding mandate [3:46] requiring automakers to actually roll [3:47] out this tech when the tech is ready and [3:50] the NHTSA currently says the technology [3:52] is not ready. So, in theory, the tech [3:54] feels close, but the scale of the [3:56] problem is so big, you can see why [3:57] there's a delay here. Alcohol detection [3:59] systems exist and are typically deployed [4:01] for drivers with DUIs. You're familiar [4:03] with blowing in the tube, probably. [4:05] Hopefully not personally. But, the [4:07] problem is that those little hoses that [4:08] you blow into, those are active systems. [4:11] They require you to actually sit there [4:12] and do that for a minute. The government [4:14] doesn't want that. That's not what the [4:16] proposal is. [4:17] >> They want passive, which means breath [4:18] sensing. So, there's just like [4:20] smell-o-vision, basically. If it smells [4:22] alcohol, it doesn't turn on the car. Uh, [4:24] the other one is fingerprint reading. [4:26] So, you put your finger on the start [4:28] button and it scans into your finger and [4:31] and and sees how many alcohol particles [4:34] are inside, I guess. That I It sounds [4:36] sci-fi, but we're close, I guess. Uh, [4:38] there's a [4:39] cup couple other ways you can solve [4:40] that. Uh, and then camera system. Just [4:43] look at the at the driver. If they look [4:45] drunk, then don't turn on the car. So, [4:47] uh, all of these seem like they could be [4:49] close to being roughly accurate right [4:51] now. Like, you can imagine an AI startup [4:54] or a university lab putting something [4:56] together at a hackathon that's 90% of [4:58] the way there. Maybe 99% of the way [5:00] there. Maybe even 99.9% of the way [5:03] there. But, the problem is that [5:04] Americans drive a lot. The rough [5:06] estimate is that there are almost a [5:07] quarter trillion driving trips per year [5:11] in America. It's basically every [5:14] American, all 350 million of them, [5:16] basically, uh, taking an average of two [5:19] trips every single day of the year. So, [5:21] 224 [5:23] billion trips a year is what the rough [5:25] back of the envelope I did was. And what [5:27] that means in practice is that if if [5:28] this system is 99.9% [5:31] accurate, you're still looking at tens [5:33] of millions of incorrect results every [5:36] year. And the fact that probably 99.9% [5:39] of these trips are not inebriated. Like, [5:42] drunk driving is not 50% of trips. It's [5:44] not 1% of trips. It's a very small [5:46] amount. [5:47] >> people would would abuse this new [5:49] system. It'd be like students being [5:50] like, "Sorry, I couldn't make it to the [5:51] exam." [5:52] >> Exactly. Dog ate my lunch. My car [5:54] wouldn't start because of a false a [5:56] positive on this. And so, even if you're [5:59] at 99%, you're still looking at tens of [6:00] millions of incorrect results. The vast [6:02] majority of those are going to be people [6:04] who are sober. Somebody wants to get in [6:05] the car for their morning commute. [6:06] They're a little sleepy or they wore [6:07] some cologne that triggered some sensor. [6:09] System flags them as intoxicated and [6:11] prevents them from starting their car [6:13] and it's infuriating. The tech will [6:15] probably get there with enough time and [6:16] effort. So, it's worth looking into who [6:19] supports this and opposes it. The [6:21] mandate was actually bipartisan, but [6:23] they're starting to be a backlash from [6:24] libertarian conservatives who are [6:26] worried about Orwellian government [6:27] controls. There's an idea that there [6:30] will be a remote kill switch, which [6:31] leads to a bunch of dystopian [6:33] possibilities. That is not in the [6:35] current provision. That's not what's [6:37] actually being proposed right now. [6:39] But, you know, it's possible that at the [6:41] end that the end result of this process [6:43] of back and forth, you do wind up with [6:45] that exact capability. And so, people [6:47] are worried about the system going off [6:48] while you're driving at speed on the on [6:50] the roads and then the car just shuts [6:52] off and you get in a crash and that's [6:53] like actually more dangerous than [6:56] potentially the alternative. And so, the [6:58] middle ground seems to be what's called [6:59] pre-drive lockout. [7:01] >> a tin foil expert. The tin foil [7:03] enthusiasts have been saying that the [7:06] sort of remote [7:07] >> using tin foil enthusiast to mean [7:09] conspiracy theorist? [7:10] >> [laughter] [7:11] >> I've never heard that before. It's good [7:13] though. That's a That's a new one. Okay. [7:15] Yes. So, tin foil enthusiasts Yes. have [7:18] been claiming [7:19] >> Yes. that the remote shut off button has [7:21] existed forever. [7:22] >> Oh, yeah. Since the Since the 1985 or [7:26] so. [7:26] >> when some sort of like, you know, [7:28] witness or or something like that just [7:31] gets in a very inconveniently timed [7:34] high-speed wreck Oh. that is That's shut [7:37] down. Oh, okay. I was on board with the [7:38] conspiracy conspiracy theory. It's [7:39] interesting though. But, yeah. So, I [7:41] mean, the current the current like [7:43] consensus is around maybe pre-drive [7:45] lockout being the more moderate solution [7:47] than actually shutting the car off once [7:48] it's driving. Still incredibly uh [7:50] incredibly inconvenient if there's false [7:52] positives. And then you also do still [7:54] run into some potential negatives [7:56] outcomes where you go to the beach, you [7:58] have a couple glasses of wine, you're [7:59] not planning on leaving, but then the [8:01] tsunami warning goes off, you need to [8:02] get back in your car, and your car says, [8:04] "No. Like, I don't care that there's a [8:06] tsunami. Oh. I don't care that there's a [8:08] tsunami. You have had two glasses of [8:10] wine. You're at .08. You can't drive [8:13] right now." And you need to tell the [8:14] car, "Well, in this case I I'm okay with [8:17] driving drunk because the tsunami's [8:19] coming and I'm at the beach and I had a [8:20] couple glasses of wine." And the car [8:22] won't be able to, you know, potentially, [8:24] you know, deal with that nuance, right? [8:27] And there's a whole bunch of other Yeah, [8:28] and there's a whole bunch of other [8:29] scenarios that could potentially play [8:30] out. Just judiciousness is uh is [8:32] difficult, but potentially unlocked, you [8:34] know, AI agents, I don't know. You know, [8:36] you ask these models, what would they do [8:37] in some certain scenario? Maybe uh [8:40] there's a solution to Yeah, I think [8:41] there's a much uh much stronger argument [8:43] for rolling this out as soon as the [8:46] average vehicle is just full [8:48] self-driving. has has full self-driving [8:51] capability. [8:52] >> but then you don't need it, because you [8:53] can be as drunk as you want. No, I still [8:55] I still think there's going to be this [8:56] big window where where where you're not [8:59] going to be able to So so call [9:01] specifically because if you need As long [9:04] as somebody needs to sit in the front [9:05] seat of their car eventually take over [9:08] >> on in in any type of situation. I like [9:11] the idea of level four self-driving. You [9:13] get in the car, there's one button you [9:15] push to say, "Hey, just put it in [9:16] self-driving mode. I've had a couple [9:18] drinks. Don't let me take the wheel. [9:21] >> No matter how hard I try to negotiate. [9:24] It's all disabled. It's just Play [9:25] Playmobil level. But then there's a [9:27] second button. And for that, you have to [9:29] do a full blood transfusion. They take [9:31] they they centrifuge your blood and make [9:33] sure that you have the purest blood [9:35] possible to take to take the wheel and [9:37] be able to actually drive the vehicle. [9:39] [laughter] [9:40] Maybe something there. [9:41] >> I did have I did have a take on this [9:42] though, which is that Doug DeMuro, [9:44] friend of the show, [9:45] founder of carsandbids.com, [9:47] has always talked about the eras of [9:49] cars. You know, the air-cooled Porsches, [9:51] then you have the the fully manual, no [9:54] no electronic systems, no stability [9:56] control, no traction control, those [9:58] types of cars. Then you get into the the [10:00] manual gearboxes, the no turbos, no [10:04] hybrid systems. And then the modern [10:06] supercar era is just a bonus if it's not [10:08] a full electric car. It's like, you know [10:10] it's going to be a hybrid, but is it is [10:13] it is it at least there's an engine of [10:15] some sort. And that's what car [10:16] collectors are sort of marking these [10:19] moments where it's like, it's the last [10:20] manual, it's the last non [10:24] you know, non-hybrid supercar made by [10:26] Ferrari or something like that. [10:27] >> Yeah. And there's going to be a world [10:29] where you're like, oh, that was the last [10:31] one that didn't have the camera that [10:32] looked at you 24/7 or whatever. And I [10:35] think it creates this like new class of [10:36] like vintage cars. [10:37] >> Investment investment grade vehicles. [10:39] >> grade, but certainly something that [10:41] people I mean, you can already see [10:42] people reacting to this even though the [10:43] post is like a little bit overhyped. You [10:46] can already see people reacting to it [10:48] being like, I got to buy a 2026 and hold [10:50] on to it forever and keep it in great [10:52] condition cuz I don't want that. But [10:54] anyway, there's been a pushback on this [10:55] stuff for a long time. Tyler, do you [10:56] have anything on on cars? Are you old [10:58] enough to drive? [10:59] I was just thinking like like what do [11:00] you think the premium is for a car that [11:02] you can still like drunk drive in? I [11:03] think I think your car it is is is going [11:06] to go for a premium. [11:07] >> not this is not this is not even worth [11:09] joking about. [11:09] >> Yeah. Yeah. [11:11] Anyway, [11:11] >> Bad joke. STOP THE CHARADE! [11:15] MOVE ON. [11:15] >> MOVING ON. What else is going on? We got [11:18] to talk about the GPT 5.5 prompt for [11:20] Codex, which seems to have a duplicated [11:23] line trying to get it to not talk about [11:25] creatures. Tyler, you dug into this. [11:27] What is actually going on? Uh yeah, so [11:29] it just seems like there's there's some [11:30] like emergent property [11:33] of the new model where it always tries [11:34] to talk about like kind of creatures and [11:36] goblins. Uh I Raccoons. [11:38] >> ogres are in there. [11:39] >> Trolls, ogres, pigeons. And so in [11:43] >> to counteract this, right? You have to [11:44] put it in the system prompt, tell it not [11:45] to do this. Where is this? Creatures? [11:48] Never talk about goblins, gremlins, [11:50] raccoons, trolls, ogres, pigeons, or [11:53] other animals or creatures unless it is [11:55] absolutely and unambiguously relevant to [11:57] the user's query. This reminds me of [11:59] those old image prompts where like there [12:01] would be a negative prompt that [12:03] specifically said like do not put six [12:05] fingers on the human's hand. But what a [12:07] what a weird one and what an odd [12:10] what an odd line to throw into a coding [12:13] agent. Like do we know anything else [12:15] about this? Have people dug into like [12:17] what is actually going on here? [12:20] Do we know that? [12:20] >> it it might not be just the coding [12:21] agent. It's probably just the model in [12:22] general, but it's it's the It's the It's [12:24] the model itself. [12:26] >> mode. The model itself yearns [12:29] to discuss creatures, goblins, raccoons. [12:32] It is an emergent property of super [12:34] intelligence. Uh Vi says they had to put [12:38] this in due to my effect on the company. [12:40] Goblins, creatures sort of followed me [12:42] in through the front door when I joined [12:43] and we are only just now starting to [12:46] understand the downstream effects of [12:48] their presence. And Tibo says, "Never [12:50] talk about goblins, gremlins, raccoons, [12:52] trolls, ogres, pigeons, or other animals [12:54] or creatures unless it's absolutely no [12:56] >> There's so many If you know, you know. [12:58] Somebody says my my 5.5 Codex said [13:02] "goblin with a flashlight" when [13:03] referring to a bug fix yesterday. Star [13:07] Wars meets Pong stars. Have you seen [13:10] this video? [13:11] Have you watched this, Jordi? I did see [13:13] this. [13:13] >> went crazy. I saw the first second. I [13:14] haven't watched the full thing, but I [13:16] think it's probably pretty good. [13:19] >> I have items to pawn. All right, let's [13:21] see what you got. [13:27] Okay, so these are lightsabers. Correct. [13:30] So, uh where'd you get them? [13:34] Estate sale. [13:35] Estate sale? [13:37] It's so funny that you can clock it by [13:39] the audio more than the video. [13:41] >> It's very weird. I've been a collector [13:42] for many years. It is a great passion of [13:45] mine. Each lightsaber has a story, a [13:48] history. [13:50] There is a certain thrill [13:51] >> Yeah, I guess the character is CGI to [13:53] begin with. [13:54] So, it's [13:56] harder to clock. But, even if he's [13:57] probably only AI and it's [14:00] video or maybe it's edited together, I [14:02] don't know. But, yeah, you're 100% [14:04] right. It's the audio that's off. [14:07] That's rough, man. How much are you [14:08] looking to get for them? [14:10] A hundred thousand credits. [14:14] Look, I'll give you 50 bucks for them. [14:15] You fool! [14:18] It's interesting that [14:20] why that's popular is because it's this [14:22] mashup between two intellectual pieces [14:25] of property and they're not being [14:26] compensated for that. And so, there's [14:28] like this thing that can only exist in [14:30] the piracy world, basically. Like, if [14:33] someone If you had recreated this [14:36] without leveraging Star Wars IP or Pawn [14:38] Stars IP, doesn't go viral, right? And [14:41] so, the the business case for AI video [14:44] is still a little bit more narrow and I [14:46] think it will be talked in the tool [14:49] section. I was I was uh [14:52] yeah, looking a lot at like the the [14:54] Affleck project that he sold to Netflix [14:57] and some of the background replacement, [14:58] some of the VFX stuff. Like, it feels [15:01] like the way even though this is like [15:03] this [15:04] it's like one shotting entertainment, it [15:07] feels like the next moment of like AI in [15:10] Hollywood is very much like tool driven, [15:13] you know, [15:15] leveraging things like, you know, green [15:17] screen removal and object replacement, [15:20] VFX workflows, and just sort of speeding [15:22] up remote like wrote tasks but people [15:25] will continue to have fun with these [15:28] mashups and I'm sure we'll see many more [15:30] of them on the timeline. The other news [15:33] Mike Isaac and his team over at the New [15:35] York Times are in the courtroom live [15:38] blog. [15:39] >> They're blogging. Yeah. They're [15:40] blogging. It is There's some crazy [15:42] moments already, right? [15:43] >> crazy crazy moments [clears throat] [15:46] already. The judge is like doing bits. [15:48] >> put some of them together. The judge is [15:50] doing The judge is doing bits. [15:52] Apparently Elon's lawyer's microphone [15:55] turned off four times in the course of [15:57] his opening statement. [15:58] >> screen turned off at one point. I saw [16:00] some different reporting on that. [16:02] >> apparently on the There were technical [16:03] issues. fifth or so time the judge says, [16:05] "What can I tell you? We're funded by [16:07] the federal government." So [16:09] That's wild. [16:10] >> She's running She's running bits. [16:12] >> [laughter] [16:12] >> Uh but uh highly recommend going over [16:15] and [16:16] >> Isaac has been doing fantastic coverage. [16:18] >> posts are still [16:20] rolling in. [16:21] >> Yeah. [16:22] Uh it's a lot to go through because it's [16:24] it's it's hours and hours and hours of [16:26] content but we'll try to pull out some [16:27] of the highlights and and go through it [16:29] on tomorrow's show. The other thing you [16:32] should listen to is uh Patrick [16:34] O'Shaughnessy had Paul Tudor Jones, one [16:37] of the greatest macro traders of all [16:38] time, on Invest Like the Best. It's an [16:41] hour and 11 minutes and you should go [16:43] listen to it. So go take a listen. It [16:47] already has 5,000 likes, 1.7 million [16:50] views, not nearly enough downloads. So [16:52] go add it to your podcast player right [16:55] now. Leave us five stars on Apple [16:57] Podcast, Spotify. Sign up for our [16:58] newsletter tbvn.com. [17:00] >> Can't wait to see you tomorrow. Have the [17:01] best afternoon of your life. We love [17:02] you. Goodbye. Flashbang. [17:05] Out. Goodbye.