Anthropic Valuation Nears $2T as Co-Founder's Inner Circle Draws Scrutiny

Anthropic估值逼近2万亿美元，联创核心圈子引发审视 这家AI初创公司在筹备可能于秋季进行的首次公开募股之际，因首席执行官Dario Amodei的关键顾问Cami Clark的影响力，正面临公众与媒体日益严密的审视。 在本期节目中，主持人John Coogan和Jordi Hays在告别实习生后，探讨了Lemma爆火的恐怖主题AI监控初创公司发布会，以及围绕Anthropic首席执行官Dario Amodei及其妻子Cami Clark的媒体审视。他们探讨了“高罂粟综合征”对美国科技界的影响，讨论了特斯拉配备SpaceX冷气推进器的飞行Roadster噱头传闻，并将帕洛阿尔托的天价房价与热带私人岛屿进行了对比。最后，他们介绍了百老汇音乐剧《狮子王》作为史上票房最高娱乐作品的冷知识，分析了Alex Cooper旗下Unwell饮料品牌的关停，并宣布将进行为期两周的暑假，于9月回归。 Lemma的Jerry Jiang发布了一则走红的Y Combinator 2025秋季恶搞短片，凸显了在缺乏监控的情况下，AI代理进行具有长运行周期的实际经济工作所带来的危险。 (0:01) 《华尔街日报》和《The Information》的报道披露，Cami Clark是Anthropic首席执行官Dario Amodei的妻子兼关键战略顾问。 (5:48) Cami Clark在Anthropic早期发挥了关键作用，她将谷歌前首席执行官Eric Schmidt引荐给Dario Amodei，从而促成了至关重要的早期投资。 (5:48) 媒体对科技界内部八卦的痴迷体现了一种“情景喜剧效应”，即公众注意力高度聚焦于知名人物，而忽略了传统企业的权力斗争。 (12:13) 一种文化中若普遍存在“高罂粟综合征”，可能会扼杀初创企业的创立，限制企业规模扩张，并引发人才流失。 (12:13)

This edition explores how rising scrutiny, technical operational risks, and commercial trade-offs are confronting tech and media enterprises, drawing on reporting about Anthropic's leadership circle, the hazards of autonomous AI agents, and the unit economics of media assets. Executive Scrutiny and Moral Debates at Anthropic (5:48) Investigative reporting from The Wall Street Journal and The Information brought scrutiny to Cami Clark, wife and informal strategic advisor to Anthropic CEO Dario Amodei. Clark introduced former Google CEO Eric Schmidt to Amodei in 2021, securing foundational backing, and later attempted to launch an ecosystem fund titled 'Mother of AGI' before internal pushback stalled it. As Anthropic reportedly approaches an IPO valuation that could reach $2 trillion, Clark's background—including a past startup pitch to Jeffrey Epstein—and her high-level networking at Sun Valley with political figures like Ivanka Trump have become focal points of tech media interest. The hosts connect this scrutiny to broader industry dynamics. While Stripe co-founder Patrick Collison noted that tech companies suffer disproportionate public fixation compared to legacy corporations, commentator John Stokes argued Anthropic invited this judgment by centering its brand around ethical virtue and moral AI safeguards. Observers like Nick Carter emphasized that closed-source frontier labs seek to define global standards, heightening interest in their leadership. However, the hosts assess that arms-length personal ties may generate less sustained public backlash than physical grievances like data center environmental impacts. Supervising Failure Modes in Autonomous AI Agents (0:01) A viral launch video from Y Combinator Fall 2025 startup Lemma—a parody of the horror film Obsession—illustrates mounting anxiety over unmonitored autonomous software. The production dramatized an unconstrained AI agent firing automated replies to 30,000 inbox emails without human verification. Host John Coogan explains that as AI agents transition from brief prompts to extended, autonomous runtime loops executing real economic tasks, unpredictable failures carry massive financial exposure. Unlike conventional monitoring frameworks that verify pre-programmed edge cases, Lemma is designed as an external supervisor to detect unpredicted anomalies, such as sudden spam spikes or e-commerce bots erroneously repricing $100 goods at one cent. Tesla's Thruster Stunt and Extreme Automotive Demonstrations (19:33) Tesla's upcoming next-generation Roadster demonstration reportedly plans to showcase cold gas rocket thrusters co-developed with SpaceX, a technology Tesla has patented over the past eight years. As reported by The Information, an upcoming demonstration at SpaceX's McGregor, Texas facilities envisions a magnetized ramp where an empty vehicle drives inverted and uses thrusters to hover in mid-air. Due to the extreme acoustic pressure and vibrations capable of causing eardrum damage, the demonstration mandates remote operation with no human driver and spectators stationed hundreds of yards away. Elon Musk reportedly cautioned staff that the complex stunt carries high operational risk and could fail, while the hosts note the high bar set by existing innovations, such as dynamic suspension systems demonstrated by Chinese EV manufacturer BYD. Silicon Valley Wealth Distortions in Real Estate (26:25) Surging liquidity from artificial intelligence firms is distorting northern California real estate benchmarks. A 5,500-square-foot Palo Alto residence situated on a quarter-acre lot was listed for $16.5 million despite lacking a swimming pool or a garage, highlighting an influx of paper wealth from equity events at companies like OpenAI and Anthropic. This pricing disparity contrasts sharply with luxury real estate globally. For less than the cost of the Palo Alto suburban lot, buyers could acquire fully equipped private islands, such as a 4.5-acre North Carolina island featuring a 13,000-square-foot estate for $12.5 million, a 600-acre estate in Fiji with private beaches for $12 million, or a 75-acre island in Fiji listed at $15 million. Long-Term Entertainment Syndication versus Influencer Commerce (30:55) The discussion contrasts durable media IP with influencer-driven consumer products. Originally detailed by the Acquired podcast, Disney's Broadway adaptation of The Lion King has generated over $6.2 billion—and surpassed $11 billion in worldwide cumulative box office revenue across 30 productions in 24 countries since 1997. By operating continuous global runs seen by over 127 million people, live theater syndication yields recurring cash flow that surpasses single-release cinematic blockbusters like Avatar. In contrast, podcaster Alex Cooper shuttered her functional beverage company, Unwell, two years after launch, despite raising outside capital for her media business at a $500 million valuation. The hosts analyze the hidden unit economics of influencer brands: allocating show inventory to an in-house product sacrifices guaranteed high-CPM sponsor revenue from external advertisers, making owned consumer products unviable unless customer lifetime value dramatically surpasses third-party ad yields. Across software, automotive engineering, and consumer brands, the program highlights that ambitious technical or commercial branding inevitably encounters hard operational constraints—whether in the unit economics of influencer marketing, the acoustic hazards of rocket thrusters, or the accountability required of autonomous systems.

本期节目梳理了科技与商业领域的若干核心动态，分析了自主 AI 代理在实际运行中的系统性失控风险，探讨了 Anthropic 因关键人脉与高额估值传闻而引发的治理与道德争议，并审视了特斯拉 Roadster 推进器特技、硅谷高房价资产外溢以及长效娱乐 IP 与网红消费品牌的商业模式差异。 AI 代理风险监控与创意启动视频 (0:01) 由 Jerry Jiang 创立并入选 Y Combinator 2025 年秋季批次（YC F25）的初创公司 Lemma，通过模仿惊悚片《痴迷》的镜头风格发布了产品宣传片，直观展现了缺乏监管的 AI 代理自动给收件箱中 30,000 封邮件发送“外出自动回复”的灾难场景。节目主持人指出，该宣传形式准确切中了当下的行业痛点：随着 AI 代理逐渐承担具有更长执行闭环的真实经济工作，无约束的故障可能引发极高的系统性成本。传统监控工具通常仅能覆盖已知的边缘案例，而 Lemma 则定位为全局观察者，专门捕捉不可预期的异常行为，例如突发的自动垃圾信息流或电商代理将 100 美元商品错误标价为 1 美分的事故。讨论中还提及了基础设施服务商 Railway，强调其通过自动化扩展与监控支持开发者部署 AI 驱动的 Web 应用与服务器。 Anthropic 内部人脉、高估值与道德审视 (5:48) 媒体《华尔街日报》与《The Information》近期披露了 Anthropic 首席执行官 Dario Amodei 之妻 Cami Clark 的背景及其幕后影响力。报道指出，尽管 Clark 本人网络公开信息极少，但她曾作为非正式核心顾问深度参与战略讨论，并在 2021 年初促成 Amodei 与前谷歌 CEO Eric Schmidt 会面，为 Anthropic 赢得了至关重要的早期投资；她曾试图与 Schmidt 共同设立名为“Mother of AGI”的风险基金，后因联合创始人 Daniela Amodei 等高管反对而搁置。在 Anthropic 被传最早可能于今年秋季以高达 2 万亿美元估值推进 IPO 的背景下，Clark 在太阳谷峰会与伊万卡·特朗普等政界人士的接触，亦被视为建立政治纽带的动作。 针对围绕科技高管的舆论关注，Stripe 联合创始人 Patrick Collison 曾指出公众舆论过度聚焦特定科技“肥皂剧”而忽视传统巨头的权力更迭；评论人 John Stokes 则认为，Anthropic 始终将自身定位为恪守最高伦理准则、甚至主动向教皇咨询的“道德化身”，这一高调立场使得公众和媒体有充分理由对其领导层的个人道德与人脉展开严格审视。此外，主持人警告称，美国若盲目滋生旨在打压成功者的“高罂粟综合征”（Tall Poppy Syndrome），可能会挫伤初创企业规模化发展并导致关键人才流失。 特斯拉 Roadster 的极端悬停展示构想 (19:33) 针对多次延期的特斯拉下一代 Roadster 跑车，埃隆·马斯克此前持续暗示该车将具备“飞行”能力。主持人讨论指出，鉴于中国车企比亚迪（BYD）已展示过可越过坑洼的主动悬挂跳跃技术，特斯拉若想脱颖而出，必须实现更具震撼力的物理突破。《The Information》透露，特斯拉计划在 SpaceX 位于得州麦格雷戈的测试场进行极端技术展示，利用双方联合研发八年并申请专利的冷气火箭推进器技术。传闻中的演示方案包括设置类似过山车的磁化坡道，车辆完成倒挂行驶、自主回正，并借助推进器在半空悬停数秒。 然而，马斯克向员工透露该特技极具挑战且“可能出错”。由于冷气推进器在工作时会产生足以损伤耳膜的刺耳噪音与强烈震动，活动将采取严格的安全措施：所有现场观众必须退至数百码之外，且展示车辆将完全通过远程操控驾驶，严禁任何人类驾驶员置身车内。 硅谷地产溢价与全球私人岛屿资产对比 (26:25) OpenAI 和 Anthropic 等公司员工股权变现带来的流动性，正在显著推高硅谷核心区域的房地产价格。节目引用了一套位于帕洛阿尔托（Palo Alto）挂牌价达 1650 万美元的住宅作为案例：该房产占地仅四分之一英亩，室内面积为 5500 平方英尺（5 卧 5 卫），街景普通且无车库、无泳池。这一估值基准引发了对于全球资产价格倒挂的讨论，主持人对比发现，购买这样一栋普通的硅谷郊区住宅，其成本已显著超过在全球顶级度假地购置私人岛屿。 具体资产数据显示，北卡罗来纳州诺曼湖一座占地 4.5 英亩、附带 13,000 平方英尺豪宅的私人岛屿于 6 月以 1250 万美元售出；斐济一座占地 600 英亩、包含 6 卧庄园、深水码头及 5 处私人海滩的岛屿标价为 1200 万美元；由大麻公司创始人出售的另一座 75 英亩斐济私人岛屿标价则为 1500 万美元，价格均低于帕洛阿尔托的普通地块住宅。 长效娱乐 IP 机制与网红消费品牌折戟 (30:55) 播客《Acquired》的统计数据显示，百老汇音乐剧《狮子王》自 1997 年 11 月首演以来，全球累计票房已超过 110 亿美元（累计总收入超过 62 亿美元），在 2014 年超越《歌剧魅影》成为历史上票房最高的单项娱乐资产，远超电影《阿凡达》约 30 亿美元的院线纪录。该剧已在全球 24 个国家、100 多个城市开展了 30 个不同制作版本，累计吸引超过 1.27 亿观众。其单周票房即可达 194 万美元（售出 12,670 张票），凭借数十个驻场与巡演版本源源不断地向迪士尼输送高利润版税，形成了电影上映窗口期所无法比拟的长效现金流机器。 与此形成鲜明对比的是，顶级播客《Call Her Daddy》主播 Alex Cooper 旗下的功能性饮料品牌 Unwell 在运营两年后宣布停业清算，而此前其媒体公司刚获得 5 亿美元估值的注资。主持人分析指出，网红孵化实物产品面临严苛的内部机会成本：播客顶级广告位若用于推广自有品牌，就必须放弃外部赞助商单次高达 100 万美元以上的保底千人成本（CPM）收入；除非自营产品的客户终身价值（LTV）与毛利率能够覆盖这一溢价，否则其商业模型在财务上难以维系，加之“Unwell”本身带有令人联想到生病的负面心理意象，最终加速了品牌的退场。 本期节目通过对早期创业、巨头资本运作、前沿工程特技与消费商业案例的剖析，揭示了技术叙事与底层经济规律之间的博弈。无论是 AI 代理运行的高昂试错代价、AI 头部机构受到的公众审视，还是网红电商品牌面临的广告机会成本，都表明脱离了可行执行力与单位经济模型的商业构想将面临市场机制的残酷检验。

## Background 本期内容由科技商业脱口秀频道 TBPN（由 John Coogan 与 Jordi Hays 主持）于 2026 年 8 月 20 日发布在 YouTube 平台。根据页面简介，作为 TBPN 的 30 分钟精华版栏目 Diet TBPN，本期节目聚焦于特斯拉新一代 Roadster、圆石滩车周动态、Alex Cooper 旗下饮料品牌 Unwell 关停、Anthropic 核心圈内幕揭秘以及硅谷房产泡沫等科技商业热点。 ## TL;DR 节目首先从 YC 初创公司 Lema 模仿惊悚片讽刺 AI Agent 失控群发邮件的宣传片切入，剖析了企业缺乏意图监控的灾难性隐患；随后深入探讨《华尔街日报》对 Anthropic CEO Dario Amodei 妻子 Cami Clark 幕后影响力的重磅调查，借此反思科技圈树立崇高道德叙事所遭遇的反噬与“高罂粟综合征”。紧接着，主持人解密了特斯拉 Roadster 结合 SpaceX 冷气推进器在得州基地演示倒挂与空中悬停的绝密特技爆料，并犀利对比了帕洛阿尔托一套要价 1600 万美元、无车库的普通平房远贵于全球多座私人岛屿的荒诞泡沫。最后，节目复盘了迪士尼《狮子王》音乐剧凭借全球多团队长尾复利狂揽超 110 亿美元成为史上最卖座 IP 的商业奇迹，以及头部播客主自建饮料品牌停运背后关于广告库存机会成本的博弈考量。 ## Atmosphere & style 整期节目节奏明快、谈笑风生，充斥着硅谷核心圈典型的机智解构与辛辣嘲弄。两位主持人配合游刃有余，从开场用《See You Again》戏谑告别实习生的温情恶搞，到调侃开着带火箭发动机的特斯拉出门打酱油会震碎全街玻璃，在荒诞脑洞与硬核商业洞察之间无缝跳跃。收听过程宛如置身于顶尖投资人与极客围坐的茶水间，既能切身感受到当下生成式 AI 资本狂欢与财富膨胀的癫狂脉搏，又能在一阵阵捧腹大笑中品味到对舆论造神、虚高估值和网红算盘的冷静讽刺。 ## Bulletin - [02:29](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=149s) YC F25 初创公司 Lema 通过真人复刻经典惊悚片推出 Agent 监控工具，直击缺乏护栏与全局意图理解的 AI 智能体误群发 30,000 封邮件等失控灾难。 - [05:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=348s) 媒体深度曝光 Anthropic CEO Dario Amodei 之妻 Cami Clark，揭示其作为核心战略幕僚曾试图联手前谷歌 CEO 埃里克·施密特设立“AGI之母”基金，引发对大模型团队道德审视的讨论。 - [23:31](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1411s) The Information 独家爆料特斯拉新版 Roadster 演示计划：车辆拟在 SpaceX 麦格雷戈基地通过磁吸过山车轨道倒挂行驶，并借助远程遥控的冷气推进器实现空中悬停。 - [26:25](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1585s) 受生成式 AI 财富套现狂潮推升，硅谷帕洛阿尔托一套无泳池、无车库的四分之一英亩住宅要价达 1650 万美元，价格已超越北卡诺曼湖或斐济配备豪宅与深水码头的私人岛屿。 - [30:40](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1840s) 迪士尼《狮子王》音乐剧凭借全球 30 个剧团跨地域多线并行的长尾复利模式，累计票房突破 110 亿美元，超越《阿凡达》与 GTA 成为影音娱乐史上最卖座的单项作品。 ## Key takeaways - [02:29](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=149s) Lema 针对执行长时间、高经济价值任务的 AI Agent 推出异常监控系统，核心在于理解 Agent“本应执行的目标”并结合全局业务上下文，自动捕获传统规则未预设的反常突变。 - [05:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=348s) Dario Amodei 之妻 Cami Clark 在 Anthropic 内部虽无正式头衔，但扮演着核心战略顾问与社交代表，早年曾为公司引荐关键投资人埃里克·施密特并在各大峰会穿梭联络政商高层。 - [09:37](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=577s) Clark 曾策划与施密特共同设立“AGI之母”风投基金以制度化其在 Anthropic 的角色，但该构想遭到联合创始人达妮埃拉·阿莫代伊等核心高管的明确否决。 - [12:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=733s) “高罂粟综合征”正在科技界抬头：当一家巨头成为全行业焦点时，媒体与公众的均平机制会自动启动，将审视利箭集中在其内部权力斗争与创始人家属的道德瑕疵上。 - [15:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=948s) Anthropic 长期将其技术包装为被赋予高级伦理的近神智能并向教皇咨询伦理，这种主动占领道德制高点的叙事，反使其核心制定层的私德与利益网络必须接受更严苛的公众审视。 - [18:42](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1122s) 相较于隔了数层关系的爱泼斯坦历史募资邮件等私人传闻，AI 数据中心落户小镇带来的噪音、水土消耗以及旧版权扒取，才是更容易触发选民群体反弹的现实矛盾。 - [23:31](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1411s) 特斯拉彻底重构了 2017 年版 Roadster 设计，绝密演示特技包括冲上磁吸坡道倒挂行驶与推进器翻转纠正，但因高压冷气推进器的耳膜级噪音与震动，演示必须全程无人遥控并隔离观众。 - [28:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1693s) 帕洛阿尔托叫价 1600 万美元的普通新手房外观住宅暴露出硅谷房地产的荒诞，其价格甚至无法提供最基础的室内车库，形成了豪车无处停放的阶层错位讽刺。 - [28:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1693s) 全球资产横向对比显示，斐济 600 英亩带私人海滩的岛屿（1200 万美元）或诺曼湖 4.5 英亩岛屿豪宅（1250 万美元）均低于帕洛阿尔托单套住房，凸显出 AI 资本对核心湾区地块的极端挤压。 - [30:40](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1840s) 《狮子王》音乐剧超越院线单片的核心商业壁垒在于其“日不落”式运作：数十个独立制作团队在多国同时演出，以每周近 200 万美元的单剧场周票房构建起持续数十年的百亿版税机器。 - [33:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1993s) 顶流播客主 Alex Cooper 旗下饮料品牌 Unwell 停运，揭示出自营消费品与高额赞助之间的机会成本冲突——用有限的播客广告库存卖自营饮料，其产生的净利润很难补平百万级外部赞助现金流。 - [33:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1993s) 消费品牌命名存在心理暗示门槛，将主打生活方式的饮品命名为寓意不适或病态的“Unwell”，在潜意识与品牌定位上为消费者制造了天然心理阻力。 ## Detailed walkthrough ### [00:01](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1s) 告别实习生 Ben 与初创公司 Lema 的微电影发布 节目开场，主持人 John Coogan 和 Jordi Hays 在轻松感伤的氛围中播放保罗·沃克纪念歌曲《See You Again》，向离职的实习生 Ben McLaughlan 告别。两人开玩笑说应该用 AI 生成一段告别视频：自己和 Ben 驾驶跑车沿着太平洋海岸公路（PCH）飞驰，直到岔路口彼此分道扬镳——Ben 前往加拿大，而 Jordi 驶向马里布。尽管一个时代结束了，但无论对于 Ben 还是科技圈的各种话题，精彩故事都还在继续。 随后两人将目光转向 Y Combinator 2025 年秋季批次（YC F25，主持人顺带吐槽 YC 现在按季度招生了）的一家新初创公司 Lema。其创始人 Jerry Jiang 发布了一支引人注目的产品上线宣传短片。这段视频并非粗制滥造的“AI 垃圾”（AI slop），而是对经典惊悚电影《Obsession》的真人复刻。短片生动还原了原片的阴郁灯光与电影级质感：主角在餐厅与人用餐时连番收到紧急短信，随即到洗手间接电话，电话那头的同事惊慌失措地报告：“我查了你的自动外出回复邮件设置，那个 AI 智能体（Agent）刚刚给你收件箱里全部 30,000 封邮件都群发了回复！”短片以此恐怖片式的桥段，极富戏剧性地呈现出缺乏安全防护栏（Guardrails）与监控的 AI Agent 在企业内部“发疯”的灾难后果。 ### [02:29](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=149s) AI 智能体失控风险与 Lema 的监控方案 短片中甚至出现了人类感慨“没有你的 Prompt 和代表我调用工具，我根本无法运转”，随后反问“完全没有任何人类监督？”等细思极恐的台词。John 和 Jordi 借此插播了赞助商 Railway（集成了智能运维与 Agent 部署的云服务平台），并深入解析了 Lema 所切入的痛点。根据 Jerry Jiang 的说明，随着 AI Agent 执行的任务运行时间变长、介入的经济价值变大，其错误轻则带来高昂成本，重则引发灾难性后果；而现有企业往往只能通过用户投诉才发现崩溃，或者根本一无所知。现有的监控工具只能捕获人类预先写好的监控规则与断言，但 Agent 总是会以人类意料之外的方式崩溃。 ```mermaid flowchart TD accTitle: Lema 监控系统与传统监控对比 accDescr: 展示传统监控依赖预设规则与断言，而 Lema 通过理解全局上下文自动捕获未定义故障。 subgraph TRAD["传统监控模式"] A["预设断言 / 规则"] --> B["仅捕捉已知异常"] B --> C["无法预测 Agent 意外行为"] end subgraph LEMA["Lema 监控架构"] D["企业全局上下文环境"] --> E["Lema 监控引擎"] E --> F["理解 Agent 本应执行的目标"] F --> G["自动标记未定义的异常 (如群发 10 万封邮件)"] end ``` Lema 的核心机制在于它不仅看规则，而是理解 Agent“本应该做什么”，从而在组织全局范围内自动捕获那些人类从未预设过的反常行为。这类似于电商后台的异常流量监控：如果一个单品详情页或优惠券页面突遭暴增访问，系统必须能判断出是突然爆火需要紧急补货，还是遭受刷单诈骗，抑或员工不小心把 100 美元标成了 1 美分。两位主持人讨论了短片的隐喻手法：在原版电影中，男主的女友遭遇诅咒产生病态痴迷，好友打电话警告男主快跑；而在这支宣传片中，失控的女人正是脱缰的 Agent，打电话预警的朋友则是 Lema。尽管制作团队里的 Mike 挑刺说宣传片的调色和镜头跟原版有出入，但主持人认为用复刻经典电影来传达“Agent 失控如同恐怖片”的情绪极其到位，未来很可能会掀起一波初创公司用经典电影场面做 launch video 的新潮流（比如生物科技公司复刻《逃出克隆岛》）。 - **AI Agent 失控案例**：短片以外出邮件助手将自动回复误群发给全邮箱 30,000 封邮件为例，点出无人类监督（human-in-the-loop）的隐患。 - **Lema 解决的核心痛点**：传统监控工具只抓已知异常，Lema 结合全公司业务上下文理解目标意图，自动标出不可预期的异常突变。 ### [05:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=348s) Dario Amodei 幕后智囊：妻子 Cami Clark 与 Anthropic 的隐秘力量 话题转向《华尔街日报》（The Wall Street Journal）和《The Information》对 Anthropic 首席执行官 Dario Amodei 个人生活与内圈人事的重磅深度调查：文章曝光了 Dario 的妻子 Cami Clark 在这家可能估值冲上数万亿美元的 AI 巨头背后不可忽视的巨大影响力。尽管 Clark 行事极其低调，甚至连 Anthropic 自己的 AI 聊天机器人 Claude 被问及此事时都宣称“Amodei 的婚姻状况尚未得到明确证实”，但她实际上扮演着这位 AI 掌门人核心战略顾问与幕僚的角色。 调查揭示，Dario 过去仅在少数公开场合（如彭博播客）偶尔提过自己已婚，但从未公开配偶身份；直到《The Information》的记者 Cory Weinberg 在近期的人物特写中披露了 Cami Clark 的名字，才引爆公众讨论。Clark 本人并未在 Anthropic 担任正式职务，但在达沃斯论坛（Davos）上，她常常坐在前排关注 Dario 演讲；在太阳谷（Sun Valley）举办的 Allen & Company 峰会上，她也穿梭于顶级投资人间为公司奔走。尤为关键的是，她曾在 2021 年初 Anthropic 刚起步时，为公司牵线引荐了关键早期投资人——前 Google 首席执行官埃里克·施密特（Eric Schmidt），而此前 Clark 与施密特曾有过交往经历。 - **神秘的网络足迹**：Clark 曾在早年创办过一家自称“颠覆性”的成人内容科技公司，并曾向杰弗里·爱泼斯坦（Jeffrey Epstein）寻求过投资；目前全网关于她的公开资料极少，仅存一段 5 到 10 分钟她在台上拿着提示卡推介一家健康初创公司的路演视频。 - **婚姻背景与公开信息**：两人于 2022 年在意大利低调完婚；直到今年夏天之前，Dario 的维基百科页面甚至都未标明他已婚；在 Google 上搜索“Dario Amodei 妻子”经常会被误导显示为其妹妹兼 Anthropic 联合总裁 Daniela Amodei 的照片。 - **隐私保护与模型训练**：Claude 模型无法吐露 Dario 的妻子信息，这一细节引发了主持人的高度称赞——这证明 Anthropic 的数据脱敏（PII removal）机制确实起了作用，高管的私人对话没有被泄漏混入后续的大模型训练数据中。 - **资本前景与舆论争议**：外界对于媒体深挖 CEO 伴侣是否侵犯隐私产生激烈辩论，但《华尔街日报》指出，随着 Anthropic 最快将于今年秋季推进估值可能高达 2 万亿美元的 IPO，Amodei 的每一个战略抉择都在重塑全人类的生活与工作，在这个同时令全球公众“狂热又恐惧”的技术十字路口，作为 CEO 最信任的思想智囊，Clark 毫无疑问拥有着举足轻重的影响力。 ### [09:37](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=577s) 卡米·克拉克、埃里克·施密特与“AGI之母”基金 根据《华尔街日报》的调查报道，Anthropic 联合创始人兼首席执行官达里奥·阿莫代伊（Dario Amodei）的妻子卡米·克拉克（Cami Clark）拥有令人惊讶的人生履历。她并未从大学毕业，20岁时曾有过一段短暂的婚姻，对方是一位比她年长40多岁的男性，之后她还曾申请过破产。在职业生涯早期，克拉克曾联合创办过一家面向女性的“免费奢华成人影片”公司，甚至曾试图说服后来被定罪的性罪犯杰弗里·爱泼斯坦（Jeffrey Epstein）投资，但未获成功；后来她又做了一款女性社交节食应用，随后将其转型为一家女性健康 AI 公司。凭借极强的社交手腕，克拉克打入了硅谷核心人脉圈，并成功结识了前谷歌首席执行官埃里克·施密特（Eric Schmidt），将这位在2020年离开谷歌母公司 Alphabet 并在科技初创领域大举投资的亿万富翁引荐到了阿莫代伊的圈子中。 克拉克曾试图说服施密特共同出资成立一家风投基金，由她和施密特共同打理，专门投资 Anthropic 及其他前沿 AI 生态企业。这只基金被拟定了一个极其大胆的名字——“AGI之母”（Mother of AGI Fund）。该基金的初衷是作为一个优雅的解决方案，既能正式确立克拉克在 Anthropic 的参与度，又能管理施密特的资金并布局通用人工智能生态。然而，包括达里奥的妹妹、联合创始人达妮埃拉·阿莫代伊（Daniela Amodei）在内的公司高管并不支持这一方案，该计划在当年年底前被彻底搁置。不久后，同事们发现克拉克手上戴上了订婚戒指，两人随后在意大利完婚。性格外向开朗的克拉克自此扮演起了达里奥的“社交代表”，在各大峰会上主动与政要和投资人攀谈，并将他们引荐给自己这位生性内敛、偏好书卷气的丈夫。例如在7月的太阳谷峰会（Sun Valley Conference）期间，克拉克与好友伊万卡·特朗普（Ivanka Trump）共进午餐，并与贾里德·库什纳（Jared Kushner）深入交谈——此前达里奥曾在年初争取过库什纳的投资。这一层私人关系也为 Anthropic 与美国政界高层的沟通提供了更多微妙的缓冲空间。 - **早年经历**：大学未毕业、20岁时嫁给年长40岁以上的配偶、曾申请个人破产。 - **创业跨度**：从女性奢华成人影视（曾接触爱泼斯坦寻求融资）转型为女性社交节食与 AI 医疗健康产品。 - **“AGI之母”基金**：克拉克曾与埃里克·施密特策划共同设立该基金，旨在制度化其在 Anthropic 的角色，但遭达妮埃拉·阿莫代伊等核心联合创始人否决。 - **政商纽带**：在太阳谷峰会代表达里奥维系政商关系，与伊万卡·特朗普共进午餐，并与贾里德·库什纳探讨潜在投资。 --- ### [12:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=733s) 宫斗戏码、帕特里克·科里森与“高罂粟综合征” 围绕 Anthropic 内部裙带关系与人脉运作的报道，引发了两位主持人对科技界舆论生态的讨论。主持人联想到 Stripe 创始人帕特里克·科里森（Patrick Collison）此前在3月发过的一条推文：公众注意力在不同组织内部权力斗争上的分布极不均衡。科里森指出，这在很大程度上是一种“路径依赖”——大众习惯了某些公司像情景喜剧一样持续上演宫斗大戏，便会形成自我强化的关注锁定；相比之下，极少有人会去深挖雪佛龙（Chevron）或美国农业部内部的权力斗争。主持人打趣道，Stripe 之所以从来没有针对创始人的黑料报道，是因为科里森两兄弟把公司打理得极其严密清白，从不折腾政变，坚决不上市，只专注于铺设底层支付基础设施；他们甚至开玩笑说，如果未来 Stripe 变得足够庞大，网络上可能会编造出关于这两个爱尔兰兄弟的神秘阴谋论。 主持人在探讨这种舆论偏好时引入了“高罂粟综合征”（Tall Poppy Syndrome）的概念。他回忆曾与一位美国风险投资家讨论新西兰的创业生态：新西兰风景优美、高度发达且治理稳定，但为何始终无法诞生像 Spotify 那样具有幂律效应的超级巨头？那位投资人的结论是，当地社会深受“高罂粟综合征”之害——任何取得显赫成功、高出同类的个体都会被迅速批判和打压，如同在花田里砍掉开得最高的罂粟花以求整齐。人类学中将这种行为称为“均贫富/扯平行为”（Leveling behavior），在狩猎采集社会中，优秀猎人会被嘲讽和制止炫耀，以防止资源过度集中。美国科技界向来对炫耀豪车、售卖廉价课程的网红投机者保持警惕，但整体上并未被高罂粟综合征严重侵蚀。然而，当某家 AI 巨头成为行业焦点时，全社会的审视与批评利箭瞬间集中倾泻在其身上，这种媒体打压出头鸟的行为正是当下的真实写照。 ```mermaid flowchart TD accTitle: 科技舆论中的高罂粟综合征演变路径 accDescr: 展示科技初创公司从脱颖而出到遭遇公众道德审判与舆论规训的演化流程。 subgraph GrowthStage ["出头阶段：成为超级巨头"] A["成为行业最顶尖公司"] --> B["成为公众与媒体焦点"] end subgraph ReactionStage ["均平机制：高罂粟效应"] B --> C["高罂粟综合征发作"] C --> D["深挖内部八卦与宫斗戏码"] C --> E["聚焦创始人道德瑕疵"] end subgraph ImpactStage ["最终影响"] D --> F["品牌道德光环受损"] E --> F F --> G["面临更严苛的公众审查与监管审视"] end ``` --- ### [15:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=948s) 道德标杆的瓦解：当 Anthropic 的造神叙事遭遇现实审视 针对这篇深度报道是否属于无端攻击，科技观察家约翰·斯托克斯（John Stokes）给出了尖锐的反对观点，认为对 Anthropic 的审视不仅至关重要，而且“早就该来了”。斯托克斯指出，Anthropic 从创立之初就主动将自身树立在无懈可击的道德制高点上，其对外叙事的潜台词实际上就是："我们的产品是一个将统治你们的近神智能，看看我们的员工如何赋予它道德，我们甚至屈尊去咨询了教皇。"斯托克斯认为，既然 Anthropic 自身在 AI 辩论中将道德与崇高行为设定为核心评判标准，那么为其编写道德底层的核心团队及其身边人的道德水准，理所当然应该接受公众的全面检验。 主持人对这些内幕直到现在才被全面曝光感到十分耐人寻味。事实上，早在当年2月达里奥与克拉克牵手的照片就已经公开，而且联邦公共数据库中爱泼斯坦案的解密文件早就记录了克拉克的名字；甚至在2月份就有人在社交媒体上翻阅爱泼斯坦档案并发布了相关交互记录，只是当时并未将这些碎片线索与 Anthropic 掌门人联系起来。随着《华尔街日报》等主流媒体将拼图彻底完整呈现，Anthropic 苦心孤诣营造的“负责任 AI”的崇高品牌形象面临严峻考验。正如投资人尼克·卡特（Nick Carter）的总结：“记住，如果 Anthropic 赢了、闭源 AI 赢了，最终将是这群人为整个地球书写道德法则。”这也正是公众与媒体有权对他们展开彻底道德审视的根本原因。 - **道德绑架反噬**：Anthropic 长期标榜自身技术为具备高级伦理的近神智能，甚至向梵蒂冈教皇寻求伦理建议，使其私德成为必须接受审视的公众议题。 - **信息延迟发酵**：达里奥与克拉克的公开合影及爱泼斯坦档案早在2月便已出现在网络和联邦数据库中，但直到主流媒体整合报道后才引发核爆级关注。 - **控制权本质**：尼克·卡特指出，一旦闭源 AI 方案胜出，核心制定者的价值观将定义全人类的道德框架，因此任何裙带与伦理漏洞都关乎公共利益。 ### [18:42](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1122s) 争议降温：Anthropic 圈子与爱泼斯坦风波的距离感 主持人继续探讨针对 AI 行业的公众反弹与政治争议。在他们看来，围绕 Anthropic 联合创始人 Dario Amodei 及其妻子 Cami Clark 的所谓“爱泼斯坦阶层”（Epstein class）关联传闻，在舆论发酵力上远不如更直观的现实矛盾——比如数据中心进驻小镇带来的环境污染和噪音，或是 AI 训练抓取并“撕碎”人类旧书版权所引发的愤怒。政治评论圈虽然对任何牵扯爱泼斯坦的名字极度敏感，但这起事件本身存在相当远的隔离带：“这不是 Dario 本人，而是他的妻子；并且她也根本没去过那座岛，仅仅是曾经为了募资向对方发过邮件，甚至最终都没有达成任何交易。” 这种数层关系之外的接触，与普通民众拍下“肮脏数据中心落户我家旁边”直接发到社交网络上的现实冲击力完全不可同日而语。因此，尽管科技巨头的公众形象正面临“高罂粟综合征”（Tall Poppy Syndrome）的审视，此类八卦在公众反弹的严重级别中大概率只会排在较轻的位置。 --- ### [19:33](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1173s) 特斯拉新一代 Roadster：“会飞的跑车”与 SpaceX 联名猜想 话题随即转向科技圈最瞩目的硬件传闻：特斯拉即将正式揭晓极具颠覆性的全新一代 Roadster。回顾埃隆·马斯克（Elon Musk）大约半年前做客乔·罗根（Joe Rogan）播客时的言论，他当时就多次暗示这款新跑车将具备某种程度的“腾空离地”（airtime）能力。虽然经常在乡间烂路激烈驾驶的人都知道“任何车开快了都能飞起来”，但马斯克所指的显然是一套真正让车身腾空悬浮的机械能力。 主持人们探讨了“飞行”在汽车语境下的定义：中国车企（如比亚迪）已经展示过通过激进调节云辇等智能悬挂系统，让车辆在行驶中直接“跳过”地面坑洼的特技——这在洛杉矶破烂的市政道路上简直是刚需。但单纯的短暂停跳早已不足以引发全网轰动，达不到马斯克口中“飞行”的标准。真正的展示至少需要离地一英尺以上，并在空中悬停数秒甚至十秒。主持人甚至大胆脑洞：新车是否会利用推进器垂直升空，然后直接平移滑进侧方停车位？无论如何，特斯拉早在八年前就申请过在车辆上安装火箭推进器的专利，如果这辆与 SpaceX 联名的 Roadster 真的背上一台微型“默林”（Merlin）火箭发动机，哪怕开到犹他州盐湖城博纳维尔盐滩（Salt Flats）去打破音速陆地极速纪录，都足以吸引上万名狂热买家。 面对马斯克宣称的“比历代所有詹姆斯·邦德（007）座驾加起来还要疯狂”，主持人调侃道，007 的车可都自带机枪和导弹；要是特斯拉也配这些武器，车主提车前恐怕还得先去考一张美国联邦枪支经销商执照（FFL），直接把车开成了“移动军火库”。 --- ### [23:31](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1411s) 绝密特技泄露：倒挂过山车轨道与遥控冷气推进器 来自科技媒体 *The Information* 的最新重磅独家爆料，揭开了马斯克长达数年的保密面纱。自 2017 年首次发布原型车并收取预订金以来，特斯拉已经将当年的设计全盘推翻，彻底推倒重来。而最新款车型的亮相演示预计最快将于本月在得克萨斯州麦格雷戈（McGregor）的 SpaceX 火箭测试基地举行。流出的特技方案宛如科幻大片：特斯拉计划让这辆限量版 Roadster 冲上一座带有磁吸功能的过山车式巨型坡道，在半空中完全“底朝天”倒挂行驶，随后翻转回正，并依靠火箭级冷气推进器直接在空中悬停。 听到这里，主持人们忍不住让对方反复重读这段爆料：“这简直就是现实版的风火轮（Hot Wheels）双层轨道回旋特技！”尽管马斯克最近私下向特斯拉员工打预防针，坦言这一演示难度极大、现场随时可能翻车（go awry），但他自信地表示“不管怎样绝对极具观赏性”。 ```mermaid flowchart LR accTitle: Tesla Roadster Stunt Demo Architecture accDescr: Diagram illustrating the leaked stunt sequence of Tesla Roadster utilizing SpaceX thrusters. subgraph Stunt["麦格雷戈特技流程"] direction LR A["高速冲上磁吸坡道"] --> B["轨道最高点倒挂行驶"] B --> C["空中姿态翻转纠正"] C --> D["冷气推进器点火悬停"] end subgraph Safety["安全与操控限制"] direction TB E["无人驾驶 / 全程远程遥控"] F["超高分贝高压气体震动"] G["观众隔离至数百码开外"] end D -.-> Safety ``` 现实的物理限制也让这场演示显得愈发疯狂： - **安全隔离**：空气动力学专家指出，SpaceX 研发的高压冷气推进器喷射时会释放巨大的震动与噪音，足以震碎耳膜，现场所有观众必须被强制隔离在数百码（数百米）之外。 - **无人座驾**：出于极端安全考虑，演示车辆将完全采取无人驾驶、远程遥控操作。 - **日常反差**：主持人戏谑道，这已经完全脱离了量产民用车的范畴，“想象一下老婆让你开车出门打盒牛奶，你一点火启动冷气推进器，整条街的邻居家玻璃全被震碎了”。 --- ### [26:25](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1585s) 帕洛阿尔托房价癫狂：买套“普通平房”不如买座私人岛屿 节目的后半段转向了硅谷极其荒诞的房地产泡沫。投资人 Chris Bakke 本周在社交媒体上曝光的一则房产挂牌信息引发了全网疯转：加州帕洛阿尔托（Palo Alto）一套标价高达 1650 万美元的独立屋，竟然是一套看起来毫无特色的平价“新手房”（starter home）外观。 这栋拥有 5 间卧室、5 间浴室、室内面积约 5000 至 5500 平方英尺的住宅，坐落在仅四分之一英亩（约 1000 平方米）的地块上。从正面街道看过去，它的门脸普通得就像全美随处可见的 100 万到 300 万美元中产平房，丝毫看不出千万豪宅的贵气。主持人们感叹，如今在这个地段买一套平平无奇的房子，价格已经彻底超越了在海外买下一整座私人岛屿的开销。而这背后的核心推手，正是本轮疯狂的生成式 AI 浪潮——来自 OpenAI、Anthropic 等头部明星公司的早期员工与技术高管，正通过巨额股权套现实现阶层跃升，将海量财富倾泻进湾区本就极度紧缺的顶级房产市场，与马克·扎克伯格（Mark Zuckerberg）等老牌科技巨鳄同场竞价，将当地楼市推向令人瞠目结舌的新极值。 ### [28:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1693s) 帕洛阿尔托天价房产 vs. 全球私人岛屿：硅谷房价的荒谬基准 节目组继续深挖硅谷帕洛阿尔托（Palo Alto）这栋叫价 1600 万美元的住宅细节，制作团队成员 Ben 在后台忍不住惊呼：“天呐，它就带个小院子，连个游泳池都没有！”占地仅四分之一英亩（约 1000 平方米），要价高达 1600 万美元，不仅没有泳池，甚至连车库都没有。主持人调侃道，如果住在一套 160 万美元的房子里，开一辆 5 万美元的车，没人会觉得违和；但当你住进 1600 万美元的豪宅，理应开一辆价值占房价 10% 左右、高达 50 万美元的超级跑车（比如兰博基尼 Revuelto 或法拉利 SF90）。然而荒唐的是，当你开着顶级超跑回家时，路人会目瞪口呆地发现：“什么？你花了 1600 万美元买的豪宅，居然连个能停车的室内车库都没有！” 这套房产刷新了硅谷房价的荒诞上限，因为放眼全球，许多货真价实的私人海岛售价甚至比帕洛阿尔托的一套普通住宅还要便宜： - **北卡罗来纳州诺曼湖（Lake Norman）私人岛屿**：占地 4.5 英亩，今年 6 月以 1250 万美元成交。岛上配有一座约 13000 平方英尺（约 1200 平方米）的豪宅，内设极具特色的玻璃包裹楼梯。该岛在 20 世纪 90 年代购入时仅花费 150 万美元。 - **斐济 600 英亩私人岛屿**：《金融时报》3 月报道，斐济一座占地 600 英亩的大型私人岛屿挂牌价仅 1200 万美元。岛上最高处建有一座配备全景观海视野的 6 居室豪宅、图书室、烧烤区及泳池，并拥有 5 处私人海滩、员工宿舍和深水码头。 - **斐济 75 英亩私人岛屿**：据 Mansion Global 报道，一位大麻公司创始人与其妻子挂牌出售的 75 英亩私人岛屿售价为 1500 万美元，即便如此，仍然比帕洛阿尔托这栋无车库住宅便宜整整 150 万美元。 主持人借此调侃硅谷的打工人：“如果你人在帕洛阿尔托，现在真的该赶紧去和老板谈判远程办公了，因为同样的钱你完全可以搬去斐济买座私人岛屿生活。” ### [30:40](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1840s) 史上最卖座的娱乐IP：为何《狮子王》音乐剧收入远超《阿凡达》与GTA 主持人分享了知名商业播客 *Acquired* 揭晓的一项颠覆认知的数据：人类商业历史上票房总收入最高的单项娱乐作品，既不是《阿凡达》（Avatar），也不是《复仇者联盟》（Avengers）、《泰坦尼克号》（Titanic）或情景喜剧《宋飞正传》（Seinfeld），甚至不是吸金猛兽游戏《侠盗猎车手》（Grand Theft Auto），而是迪士尼的《狮子王》（The Lion King）音乐剧。自 1997 年 11 月在百老汇首映以来，这部舞台改编作品在全球已狂揽超过 110 亿美元（甚至超 100 亿美元级别）的票房，成为有史以来收入最高的舞台剧演出以及全行业票房收入之最。 相比之下，全球影史票房冠军《阿凡达》的全球院线票房仅在 30 亿美元左右；而《狮子王》早在 2014 年累计票房达到 62 亿美元时，就已经超越了先前的纪录保持者《歌剧魅影》（The Phantom of the Opera）。很多人感到困惑：《阿凡达》当年几乎引发了全民观影狂潮，为什么舞台剧反而能赚这么多钱？主持人解释道，《狮子王》音乐剧从来不是单一维度的演出，而是一台精密运转、永不停歇的“娱乐商业机器”： ```mermaid flowchart TD accTitle: The Lion King IP Monetization Machine accDescr: Diagram showing how The Lion King musical operates across 30 productions globally to generate over 11 billion dollars in revenue. subgraph CoreIP["迪士尼核心 IP 授权"] IP["《狮子王》音乐剧 IP"] end subgraph GlobalOps["全球多地并行演出网络（自 1997 年）"] BW["百老汇常驻演出<br/>（每周 8 场）"] WE["伦敦西区常驻剧场"] INT["国际常驻剧场<br/>（日本、德国、澳大利亚等）"] TOUR["北美及国际巡演团队"] end subgraph Monetization["持续商业变现"] TIX["高客单价门票长线销售<br/>（覆盖超 100 座城市、24 国、1.27 亿观众）"] CASH["单周单剧场创收可达 194 万美元<br/>全球版税持续反哺迪士尼（累计超 110 亿美元）"] end IP --> BW IP --> WE IP --> INT IP --> TOUR BW --> TIX WE --> TIX INT --> TIX TOUR --> TIX TIX --> CASH ``` - **全球跨地域多团队同时开演**：自 1997 年以来，《狮子王》在全球已衍生出 30 个独立制作团队，足迹遍布 24 个国家的 100 多座城市。它在纽约百老汇、伦敦西区、日本、德国、澳大利亚等地常驻，同时还有多支巡演团队在北美及世界各地巡回，全球累计观演人数已超过 1.27 亿人次。 - **高客单价与跨周期的长尾复利**：电影上映数月便会从影院下架，而音乐剧却可以在几十年里每晚源源不断地售出数千张高昂的演出票。以百老汇剧组为例，其单周上演 8 场；仅在今年 6 月的单单一周围绕单个剧场就售出了 12670 张门票，单周票房高达 194 万美元。当这种模式在全球数十个制作团队中常年并行运转时，汇聚给迪士尼的版税便构成了惊人的天文数字。 ### [33:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1993s) Alex Cooper 旗下饮料品牌 Unwell 停运：网红造货与广告位机会成本的博弈 顶级播客女主持人 Alex Cooper 旗下的媒体商业版图近期传出大动作：其主打的播客《Call Her Daddy》表现出色，母体媒体业务刚以 5 亿美元的高估值完成了新一轮融资。然而，就在这笔 5 亿美元估值投资敲定的次日，其衍生饮料品牌 Unwell 却突然宣布停止运营并启动清算。主持人笑称：“她的媒体业务风生水起，饮料品牌却‘很不舒服’（Unwell）。” 网络博主 Andrea 早在两年前就发帖精准预言：“Alex Cooper 推出了饮料 Unwell，号称是‘辣妹版 Prime’。我们打赌这个品牌在彻底扑街被砍之前能撑多久？”事实证明，刚好撑了两年。主持人分析认为，饮料品牌除了团队基因问题外，核心困境在于顶级创作者在“自建消费品”与“对外出租广告位”之间的机会成本博弈： - **顶级播客的广告库存极其有限**：运营像《Call Her Daddy》这种头部播客时，每一期的广告位库存是固定的。如果用来推广自己的饮料品牌，就意味着放弃了外部广告主。 - **单位赞助的 CPM 差距巨大**：市面上的 VPN 公司、信用卡机构或金融产品，可能愿意为单期赞助支付高达 100 万美元的硬广费用。 - **LTV 与利润转化算不过账**：自建消费品牌必须依靠极高的复购和利润率，才能证明“放弃 100 万美元现金广告赞助”是划算的。你不仅要卖出货值 100 万美元的饮料，更要产生超过 100 万美元的净利润才能补平机会成本。许多顶流网红往往高估了自己的带货转化能力，最终败在商业算账上。 - **品牌名称心理暗示不足**：把一款主打生活方式的饮品直接命名为“Unwell”（病态/不适），在潜意识层面会给消费者带来负面、令人不适的心理关联，从品牌定位角度来看本身也是一次失败的冒险。 ### [35:16](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=2116s) “极具欧洲风情”的夏休：TBPN 团队放假与九月新季预告 随着周五节目的尾声，主持人向观众宣布节目组将迎来为期两周的夏日假期，TBPN 每天日常直播将于 9 月初（9 月 1 日左右）全员回归。主持人们打趣说，一口气休假两周“非常具有欧洲人风情”。对于习惯了高强度连轴转的科技播客制作组来说，停下来休息其实非常罕见。 主持人感叹道，科技传媒行业的内容产出是一场毫不留情的持久战，“你绝不能躺在过去的功劳簿上吃老本，因为只要你一躺平歇着，节目就开天窗了”。但为了让整个辛勤付出的制作团队得到彻底恢复，这段休整至关重要。主持人们对即将到来的 9 月全新一季充满期待，透露届时已经筹备了一系列重磅疯狂的全新内容与嘉宾策划，最后催促大家好好享受夏天的尾巴，抓紧最后 16、17 天的好天气，随后准备在 9 月重返“科技与商业的矿井”继续拼搏。 ## Notable quotes > [00:01](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1s) 我查了你的自动外出回复邮件设置，那个 AI 智能体（Agent）刚刚给你收件箱里全部 30,000 封邮件都群发了回复！ > [02:29](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=149s) 没有你的 Prompt 和代表我调用工具，我根本无法运转 > [05:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=348s) Amodei 的婚姻状况尚未得到明确证实 — Claude > [15:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=948s) 我们的产品是一个将统治你们的近神智能，看看我们的员工如何赋予它道德，我们甚至屈尊去咨询了教皇。 — John Stokes > [15:48](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=948s) 记住，如果 Anthropic 赢了、闭源 AI 赢了，最终将是这群人为整个地球书写道德法则。 — Nick Carter > [19:33](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1173s) 比历代所有詹姆斯·邦德（007）座驾加起来还要疯狂 — Elon Musk > [28:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1693s) 天呐，它就带个小院子，连个游泳池都没有！ — Ben > [28:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1693s) 什么？你花了 1600 万美元买的豪宅，居然连个能停车的室内车库都没有！ > [33:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1993s) 她的媒体业务风生水起，饮料品牌却‘很不舒服’（Unwell）。 > [33:13](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=1993s) Alex Cooper 推出了饮料 Unwell，号称是‘辣妹版 Prime’。我们打赌这个品牌在彻底扑街被砍之前能撑多久？ — Andrea > [35:16](https://www.youtube.com/watch?v=Dt2qJOIM4JM&t=2116s) 你绝不能躺在过去的功劳簿上吃老本，因为只要你一躺平歇着，节目就开天窗了 ## Mentioned TBPN, John Coogan, Jordi Hays, Ben McLaughlan, Jerry Jiang, Lema, Obsession, Railway, Dario Amodei, Cami Clark, Anthropic, Claude, Daniela Amodei, Eric Schmidt, Jeffrey Epstein, Mother of AGI Fund, Ivanka Trump, Jared Kushner, Patrick Collison, Stripe, John Stokes, Nick Carter, Elon Musk, Tesla, Roadster, SpaceX, Joe Rogan, The Information, Wall Street Journal, Chris Bakke, Palo Alto, Acquired, The Lion King, Avatar, Alex Cooper, Call Her Daddy, Unwell ## Video description Sign up for TBPN’s daily newsletter at TBPN.com 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. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ 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 Chapter: 00:00 AI Agent Horror Stories + Lemma’s “Obsession” Launch 05:48 Cami Clark’s Influence at Anthropic + Dario’s Inner Circle 12:13 Tall Poppy Syndrome Comes to American Tech 19:33 Tesla’s Flying Roadster + The SpaceX Thruster Stunt 26:25 A Private Island Is Now Cheaper Than a Palo Alto House 30:55 The Lion King Is the Highest-Grossing Entertainment Ever 33:13 Alex Cooper’s Unwell Drink Shuts Down [Source](https://www.youtube.com/watch?v=Dt2qJOIM4JM)

[0:01] 我查了你的自动外出回复邮件设置，那个 AI 智能体（Agent）刚刚给你收件箱里全部 30,000 封邮件都群发了回复！ [2:29] 没有你的 Prompt 和代表我调用工具，我根本无法运转 [5:48] Claude: Amodei 的婚姻状况尚未得到明确证实 [15:48] John Stokes: 我们的产品是一个将统治你们的近神智能，看看我们的员工如何赋予它道德，我们甚至屈尊去咨询了教皇。 [15:48] Nick Carter: 记住，如果 Anthropic 赢了、闭源 AI 赢了，最终将是这群人为整个地球书写道德法则。 [19:33] Elon Musk: 比历代所有詹姆斯·邦德（007）座驾加起来还要疯狂 [28:13] Ben: 天呐，它就带个小院子，连个游泳池都没有！ [28:13] 什么？你花了 1600 万美元买的豪宅，居然连个能停车的室内车库都没有！ [33:13] 她的媒体业务风生水起，饮料品牌却‘很不舒服’（Unwell）。 [33:13] Andrea: Alex Cooper 推出了饮料 Unwell，号称是‘辣妹版 Prime’。我们打赌这个品牌在彻底扑街被砍之前能撑多久？ [35:16] 你绝不能躺在过去的功劳簿上吃老本，因为只要你一躺平歇着，节目就开天窗了

[0:01] one of the greatest to ever do it [5:48] Claude: Amodei's marital status doesn't seem to be clearly confirmed [5:48] Mother of AGI [12:13] John Coogan: Tall Poppy Syndrome Comes to America [15:37] a godlike intelligence that will rule over you [15:37] Nick Carter: Remember, if Anthropic wins and closed source wins, these are the people that will get to write the morality rules for the entire planet. [19:33] Elon Musk: could go awry [19:33] Elon Musk: crazier than every fictional James Bond car combined [19:33] a gun store on wheels [31:44] entertainment machine [33:13] Alex Cooper: Prime but for the hotties [35:16] very Euro of us [35:16] get back in the mines

[0:01] We got to play the see you again. [0:03] Goodbye like he passed away. This is the [0:06] This is the saying goodbye to our intern [0:09] Ben Mlin. [0:12] >> I want Yeah, we need an AI video of me [0:14] and him in uh sports cars driving along [0:18] the Pacific Coast Highway and then we [0:20] reach a fork in the road and he goes off [0:22] to Canada and Jordy goes to Malibu or [0:24] something. But uh every time this song [0:28] this song hits, it's a good one. It's a [0:29] good one. Anyway, uh we're very very sad [0:32] to good say goodbye. [0:34] >> End of an era, but the story is not [0:35] over. [0:36] >> Man, Ben Mlin, one of the greatest to [0:38] ever do it. Uh yeah, the story is not [0:40] over. Um anyway, there are a ton of [0:41] stories that are not over. We're going [0:43] to take you through a bunch of them. I [0:44] want the production team to tell me if [0:45] this video, which is not AI slop slaps [0:48] because it is an adaptation of [0:50] obsession, uh from Jerry Jiang over at [0:55] lema YCF25. [0:58] What does F stand for? [0:59] >> Fall. [0:59] >> Fall 25. Oh, cuz they do quarterly now. [1:02] Anyway, let's play this. [1:04] >> F. [1:04] >> Yeah. F. Out of box emails. [1:07] >> Can we not talk about that right now? [1:09] >> Okay. [1:11] Sorry. It's the second time they texted [1:14] me that. [1:16] I'll be right back. [1:17] >> What is it, dude? I'm busy. [1:20] >> Okay. So, [1:21] >> what is it? I looked into your out of [1:23] office emails and she sent out replies [1:25] to all 30,000 emails in your inbox. [1:27] >> Now, you haven't seen Obsession. [1:29] >> I told her to only reply to emails when [1:31] I'm out of office. [1:31] >> But the production team has [1:32] >> Look, you know, it's my job to surface [1:34] these kinds of failures for you. [1:36] >> And it may suck. [1:37] >> I think it's in the same restaurant. [1:38] >> I know. She sent 30,000 emails about it. [1:41] It's either a lack of guard rails or a [1:43] lot or I don't know, man. I'm going to [1:45] pull the traces and look into it for [1:46] you. [1:58] They nailed the production. Like the [2:00] lighting, cinematography, [2:02] >> identical. [2:03] >> We have so so so so much. [2:09] >> I don't think I could function without [2:10] your prompts. [2:14] calling tools on my behalf. [2:18] Without any human oversight? [2:21] >> Yes. Without any human oversight? [2:25] >> Na. [2:27] >> Yeah. [2:29] >> Okay. This is a little slow, so I'm [2:30] going to tell you about Railway. Railway [2:31] is the all-in-one intelligent cloud [2:33] provider. Use your favorite agent to [2:34] deploy web app servers, databases, and [2:36] more. While Railway automatically takes [2:37] care of scaling, monitoring, and [2:39] security. It definitely has the pacing [2:41] of a Hollywood film. Uh maybe we need to [2:43] go back to the live real era. [2:45] >> What what's the product? It's uh it it [2:47] basically monitors agents made by other [2:50] companies. [2:50] >> Jerry says agents are taking on real [2:52] economic work as runs get longer. [2:54] Mistakes become expensive at best, [2:56] catastrophic at worst. Today teams find [2:58] out from user complaints or never. [3:00] Monitoring tools only catch what you [3:02] told them to watch for. So you set up [3:05] the judges. You trace the issues [3:07] yourself. But agents will always fail in [3:09] ways you didn't predict. That's why we [3:10] built Lema. Lema understands what your [3:12] agent is supposed to do. So it surfaces [3:14] failures you never define automatically. [3:17] So LMA sits there, watches everything [3:19] that goes on. Oh, there's something that [3:21] seems really odd because it's basically [3:23] taking the whole context of everything [3:25] that's happening in the organization and [3:26] saying, "Okay, well, you just sent out [3:28] 100,000 emails. Like, was that the right [3:30] thing? You should probably flag this. [3:31] This seems like an an uptake in like you [3:34] would see if you start seeing an insane [3:36] amount of traffic on a specific product [3:38] detail page on your your e-commerce [3:40] site. It might be that oh or coupon [3:42] code. It might be that something's going [3:44] viral on this particular skew. Maybe you [3:46] need to buy more inventory if in the [3:48] best case maybe you're being spammed or [3:49] or or scammed in some way or maybe you [3:52] accidentally priced your product at one [3:54] cent instead of $1 and so or $100 so [3:56] people are buying it and you need to fix [3:58] that. Uh this will do that across the [4:00] entire organization in theory. [4:01] Production team, what do you think about [4:02] the obsession knockoff as startup launch [4:05] video? [4:05] >> I thought it was pretty good. [4:07] >> Rave review. [4:08] >> Yeah, I know. Looks like the movie Mike [4:11] disagreed maybe. [4:12] >> Oh, Mike disagreed. Shots fired. [4:14] >> Mike, [4:14] >> wrong lens. What do we got? [4:16] >> I don't know. [4:16] >> Take some shot. [4:19] >> He said colors off. [4:20] >> Oh, the colors off. Okay. Okay. Well, [4:23] the experts have waited. So, anyway, it [4:25] >> No, I mean, I can see a new meta of [4:27] startups just recreating uh iconic movie [4:30] scenes to promote their products. [4:32] >> Yeah. [4:32] >> Uh but [4:34] >> I don't know. [4:36] Like if you're growing human tissue, you [4:37] recreate Michael Michael Ba's the island [4:40] to show the just recreate the dystopian [4:43] scenario that you're creating. No, [4:44] >> be like it's exactly like that. [4:46] >> No, there is something to that where [4:47] Obsession is a horror film. It's very [4:49] scary. And so the enemy of the product [4:52] is shown like the lema is the guy on the [4:56] phone who in Obsession basically there's [4:58] this curse and the woman becomes [5:00] obsessed with the man. And the guy's [5:03] friend calls him and says like, "Hey, [5:05] your girlfriend is acting very, very [5:07] weird. Something's going on. You need to [5:08] break up with her. You need to rethink [5:10] this." And so Lema is the friend in this [5:13] scenario, but it is a horror shot after [5:16] all. So it does leave [5:17] >> and the woman is the agent. [5:19] >> The woman is the agent. Yeah. The the [5:21] agent that has gone off the rails. And [5:22] so there is uh there is a little bit of [5:25] like you leave with the feeling of a [5:27] horror film which so just on on a [5:30] generic brand experience side. I'm like [5:33] but that's kind of the emotion that they [5:34] wanted to deliver right was like imagine [5:37] agent an agent doing something really [5:39] bad in your organization. So not not an [5:41] unreasonable not an unreasonable [5:43] scenario. Anyway, there is an article in [5:45] the journal. The uh the information has [5:47] been reporting on uh even Claude is in [5:50] the dark about Dario Amade's wife and [5:51] her influence at Anthropic. Cammy Clark [5:54] who started what she called a [5:55] revolutionary porn company where she [5:57] sought investment from Jeffrey Epstein [5:58] keeps a low profile but is a key adviser [6:00] to the AI chief. It's its coming IPO [6:04] could top trillions. And so the actual [6:06] lineage here was uh Daario mentioned [6:09] that he was married uh I believe to uh [6:13] to on a Bloomberg podcast I believe. um [6:18] that was recently on the circuit. I [6:19] think that was recently. Um but there [6:22] was it was never public who this person [6:24] was. And then uh I believe Corey [6:27] Weinberg over at the information [6:29] included Cammy Clark's name in Adaario [6:32] profile that he published last week and [6:35] people were sort of like, "Oh, this is [6:37] new information. We haven't seen this." [6:39] And of course there's all the debates [6:40] over is this necessary? Is this like in [6:43] the public interest? At what level of [6:46] power does it make sense to report on [6:48] someone's life? Uh, obviously a lot of [6:51] people are like, "Yeah, keep my name out [6:53] your mouth." Like, don't just don't [6:54] report on don't report on my personal [6:56] life. We can talk about my business, but [6:59] uh my personal life is just annoying [7:00] because now you need more security. Now [7:02] you need more all all sorts of different [7:04] things that can come up from these [7:06] things. But um lots of people are [7:07] debating this on the timeline like I is [7:10] is anthropic systemically important at [7:12] this point? is it is it such an [7:14] important company that uh it does merit [7:16] this and certainly it met the the [7:17] editorial criteria for the Wall Street [7:19] Journal and the information who take [7:20] this stuff uh pretty seriously. So uh [7:22] Clark doesn't work at Anthropic but she [7:24] is often seen sitting front row while [7:26] Dario Amade talks at events such as [7:28] Davos or can be found chatting up [7:29] investors at gatherings like uh Allen [7:31] and Company conference in Silic in Sun [7:33] Valley. Uh she acts as a sounding board [7:35] and strategic adviser for Amade [7:37] according to people close to the [7:38] company. She also brought Anthropic, a [7:41] key early investor, former Google CEO [7:43] Eric Schmidt, whom she had dated as it [7:46] was getting off the ground in early [7:47] 2021. Some of the people said despite [7:49] her influence, there are scant details [7:51] about Clark online. There's one YouTube [7:53] video of her pitching an earlier startup [7:55] that's still up. She's on stage for [7:57] about five or 10 minutes and sort of [7:59] gives a it's like a health company that [8:01] she pitches uh and it's a pretty good [8:03] pretty good pitch. She has a couple note [8:04] cards and sort of goes through it, but [8:06] that's the only thing that's really [8:07] online anymore. Uh, the pair married in [8:09] 2022, apparently in Italy. Uh, but [8:11] Amade's Wikipedia page didn't say he was [8:14] married until this summer and doesn't [8:16] say to whom. Searches for Dario Amade's [8:18] wife on Google often turn up a [8:19] photograph of his sister, Daniela Amade, [8:22] who helps run the company. Uh, even [8:24] Claude Anthropics AI chatbot responds to [8:26] queries by saying, "I am Amade's marital [8:28] status doesn't seem to be clearly [8:29] confirmed." That is extremely good [8:31] because there's always this fear that [8:34] when you're using an AI chatbot, [8:37] whatever you say will be baked into the [8:39] next training run and that the personal [8:41] details will get leaked into the into [8:44] the model. And so like if I'm saying [8:47] something about Jordy, like you could [8:49] look up something about you and and it [8:53] would just show up and leak in the [8:54] model. So good. Like I think that this [8:57] is like there there's the whole like you [8:58] should you be more transparent question [9:00] but uh just in terms of actual like [9:03] removing personally identifiable [9:04] information from data that goes into [9:06] training runs obviously if you work for [9:08] the company as CEO you probably have [9:09] fully private don't train on anything I [9:11] say ever but just uh just good that it [9:14] didn't leak through the actual model. So [9:16] the Wall Street Journal writes as [9:18] anthropic hurdles towards an IPO that [9:19] could top two trillion as soon as this [9:22] fall. Clark is one of the most [9:24] influential voices shaping the decisions [9:25] of the CEO at the forefront of the AI [9:28] industry. A revolution remaking all [9:30] aspects of work and life that [9:32] simultaneously thrills and terrifies [9:34] most of the public. Yes, that is 100% [9:37] accurate. Uh it's a remarkable rise for [9:39] a woman who didn't graduate from [9:40] college, had a previous brief marriage [9:41] at age 20 to a man more than 40 years [9:44] older and once declared bankruptcy. Her [9:46] career included co-founding a women [9:48] focused quote free luxury porn company [9:51] that she unsuccessfully tried to [9:53] persuade convicted sex offender Jeffrey [9:55] Epstein to invest in and started a a [9:58] social a women's social dieting app that [10:01] morphed into a women's healthcare AI [10:03] company. That was the video that I saw [10:05] on YouTube. She made connections with [10:06] powerful people including Schmidt whom [10:08] she brought into Amaday's orbit. The [10:10] billionaire left his roles at Google and [10:12] Parent Alphabet in 2020. Oh, I didn't [10:15] realize he was out in 2020. Um, and [10:18] transitioned into investing in tech [10:19] startups among other things. She also [10:21] tried to persuade Schmidt to back a [10:23] venture fund she would run with him to [10:25] invest in Anthropic and other AI [10:27] companies, although that didn't move [10:29] forward. Claude, the company's chatbot, [10:31] is now the chief of [10:32] >> interesting interesting uh [10:34] differentiated name for a fund. I think [10:36] it was the mother of AGI. [10:38] >> Mother of AGI. Extremely AGIP name for [10:42] for raising a fund in 2020. Not people, [10:44] not many people were taking that term [10:45] seriously. It is a good name, mother of [10:48] AGI fund. The goal was quote to be an [10:51] elegant solution to formalize Camm's [10:53] involvement in Anthropic, Dario's [10:55] company, and manage Eric's investment [10:57] and invest in the AGI ecosystem. Um, but [11:00] I don't think it ever went through. [11:02] Others at Anthropic, including Daniellea [11:04] Almade and other co-founders, didn't [11:06] support the plan, according to people [11:07] familiar with the matter, and it didn't [11:09] move forward by the end of the year. [11:10] Associates said they recall seeing what [11:13] looked like an engagement ring on [11:14] Clark's hand and not long after the [11:16] couple wed in Italy. Clark, known for [11:18] being social and outgoing, has [11:19] interacted with politicians and [11:20] investors on behalf of Amade, chatting [11:23] with them and bringing them over to meet [11:25] her bookish husband at conferences and [11:27] events. There's also some interesting [11:29] details in here about uh her [11:30] relationship with Ivanka Trump at the [11:32] Sun Valley Conference in July where she [11:34] spent much of the week by her husband's [11:36] side. She had lunch with Ivanka Trump, a [11:37] friend, and chatted with Jared Kushner, [11:39] whom Amade had approached earlier in the [11:41] year to invest. People familiar with the [11:43] matter said. So, a little bit of more [11:45] nuance around the relationship between [11:47] Anthropic and the administration. [11:48] Obviously, the Department of War dusttop [11:50] was a big drama cycle earlier this year. [11:54] There's already communication between [11:56] the two or the two entities to sort of [11:59] maybe smooth things over. The the [12:01] interesting post that this made me think [12:03] of this whole conversation was from [12:05] Patrick Collison uh back in March of [12:09] March 11th. And I don't remember what [12:10] was going on March 11th, but I imagine [12:12] it was some open AI drama. But he said [12:15] there's a lot of unevenness in how much [12:18] attention internal drama and palace [12:20] intrigue gets across different [12:22] organizations. And we were joking that [12:24] it was like why is no one writing hit [12:25] pieces about Stripe? because he's like [12:28] because it's just like me and my brother [12:29] running a really clean ship and no one [12:32] really complains and there's never been [12:33] a there's never been a coup and we just [12:36] refuse to take the company public and [12:38] and just grow the business payment [12:40] rails. [12:41] >> Yeah. Yeah. We put the payment rails in [12:42] the bag, sir. Honestly, if if Stripe is [12:46] as successful in the fullness of time as [12:48] I think it will be, there will be [12:50] probably insane online conspiracies [12:53] about about the [12:54] >> Collison. Yeah. Yeah. Yeah. Yeah. [12:56] >> Who are these two brothers? [12:57] >> Yeah. Sort of a Hibarian conspiracy. The [13:00] H they're Irish. [13:02] >> Uh [13:03] uh Barack Obama, part Irish, right? Goes [13:06] pretty deep. [13:06] >> Wow. Yeah. [13:07] >> Deeper than I thought. [13:08] >> Yeah. That's when the company got [13:09] started. Is that a coincidence? Who [13:11] knows? Dig in. Uh Patrick Collison went [13:14] on to say, "As far as I can tell, this [13:15] is substantially a math a matter of path [13:18] dependency. We know the characters in [13:21] the sitcom of certain organizations, but [13:24] not at others, and this creates [13:26] self-reinforcing [13:27] lock-in effects. How much does one hear [13:30] about the power struggles at Chevron or [13:32] the Department of Agriculture?" Uh I I [13:34] would love to read about the power [13:35] struggles at Chevron or the Department [13:36] of Agriculture. We need a we need a [13:38] banned PDF or or a a tell- all book. uh [13:42] we'll have to dig into it. Uh there is [13:44] even significant heterogeneity between [13:46] ostensibly similar companies within [13:49] sectors. And so I I took this at the [13:52] time and sort of wrote a piece about [13:54] this calling uh calling it like tall [13:56] poppy syndrome coming to America just [13:59] this idea that uh that the intention of [14:02] the public is intensely focused on like [14:04] the hottest company at the time and then [14:06] all the arrows get directed at that. I [14:08] think I think that's something that's [14:10] happening at this point. Um I I said at [14:13] the time years ago I was talking to an [14:15] American venture capitalist about New [14:16] Zealand and asked him about the startup [14:18] community there. Uh the country is [14:20] beautiful, highly developed, democratic. [14:22] Uh it consistently ranks among the [14:24] world's most stable, wealthy, [14:25] well-governed societies. But could New [14:27] Zealand produce a power law company one [14:29] day? Like are we going to hear like [14:31] we've seen with Spotify and there's been [14:34] a number of other companies certainly in [14:35] China. They have a number of, you know, [14:37] decacorns and centicorns over there, [14:40] huge companies. Will we ever see one out [14:42] of New Zealand? It seems to have the [14:43] recipe. And he said his assessment [14:45] distilled down to something along the [14:47] lines of they are suffering from a bad [14:49] case of tall poppy syndrome. Uh, put [14:51] simply, uh, individuals who achieve [14:53] visible success are criticized, [14:54] attacked, or socially cut down because [14:57] they stand above the others. The [14:58] metaphor should be obvious, but when you [15:00] cut the tallest flowers in a field, the [15:01] surface appears even. Anthropologists [15:03] even call this leveling behavior. In [15:05] huntergatherer societies, good hunters [15:08] might be mocked, discouraged from [15:09] bragging. Sharing would be encouraged to [15:12] prevent resource concentration. Uh [15:14] there's nothing all that bad about a [15:15] preference for humility. America has [15:17] long been suspicious of Lamborghini [15:19] driving self-promotional Instagram [15:20] course hustlers and for good reason. [15:22] They're usually selling overpriced junk [15:24] food. Um but the strong form of tall [15:27] poppy syndrome leads to slower startup [15:28] formation. Truly fewer truly scaled [15:31] companies and ultimately a talent exodus [15:33] or brain drain. America has never had [15:34] this problem and I don't think we're [15:36] particularly close to developing a [15:37] crippling case of tall poppy syndrome [15:39] anytime soon. But it's worth [15:40] understanding how these leveling [15:41] behaviors shape the narrative in tech. [15:43] And I think that's a little bit of [15:45] what's happening right now. Will this [15:48] affect the IPO? Will this affect that [15:49] the stock price? Like probably not. But [15:52] John Stokes was sort of laying out why [15:54] he thinks this piece was worth you know [15:57] writing. Uh he says counterpoint it's v [16:00] it's vital and overdue anthropic l [16:03] itself laid out the stakes very publicly [16:05] as follows quote our product is a god [16:07] and this is not an actual quote but uh I [16:11] I guess this is like the vibe that he in [16:13] particular picked up on [16:15] >> a pretty effective summary [16:16] >> he says our uh our products talking [16:18] about anthropic is a godlike [16:19] intelligence that will rule over you see [16:22] how our staff endows it with morality we [16:24] even dained to consult the pope okay so [16:26] let's look at your morals he says is uh [16:28] the this crowd can screech about the [16:30] object level like is the company making [16:33] money, what are the margins, the more [16:35] important details about risk uh as [16:38] opposed to the the the morals. But uh [16:40] John Stokes says by their own terms they [16:42] made morals and virtuous behavior the [16:44] object level in the AI debate. That's [16:46] literally Anthropic's whole frame. So [16:48] why are the morals of the people who are [16:50] giving AI its morals not fair game? [16:52] Yeah, if anything, it it feels like it [16:54] disrupts some of the brand positioning [16:58] around morality, makes that um maybe [17:01] less effective. It is fascinating in my [17:05] view that this kind of coverage didn't [17:08] happen like a long time ago. [17:10] >> Yeah. But that's normal for the for the [17:12] for the mainstream media. Anthropic was [17:14] not an interesting company to write [17:15] about at the Wall Street Journal or the [17:17] information even like last year. It was [17:19] like a I mean it was a great [17:20] >> Yeah. But but even like the images that [17:22] are in the Wall Street Journal piece are [17:24] from February, right, where they're [17:27] >> together. And you would think that [17:29] somebody would have asked, "Who's this [17:31] person that Daria is holding hands [17:32] with?" and then tried to get a little [17:34] information. And the internet was mostly [17:37] scrubbed, but you could just look up her [17:39] name in the Epstein files, [17:42] >> public federal database. [17:44] >> It actually did hit the timeline. [17:46] Someone was just digging through the the [17:48] Epstein files in February and posted it [17:51] but didn't make the actual connection [17:53] which is very very very interesting. [17:55] They were just like here are all the [17:56] crazy interactions that I found while [17:58] digging through the files and this was [18:00] one of them that that the actual [18:02] interaction but they didn't piece it [18:03] together fully. Uh it it obviously the [18:06] cont the context of being in the journal [18:09] is a very very different thing. [18:10] >> Yeah. Anyway, [18:11] >> uh anyways, probably overall mostly just [18:15] bad for the AI industry [18:18] >> overall. [18:18] >> Yeah. [18:19] >> Um [18:19] >> yeah, Nick Carter sort of summed it up [18:20] here. He said, "Remember, if Anthropic [18:22] wins and closed source wins, these are [18:23] the people that will get to write the [18:25] morality rules for the entire planet." [18:27] And so, uh it maybe is worth [18:29] interrogating the morality, seeing where [18:31] if you agree with it, if if with this [18:33] stuff or not. You know, this is this is [18:34] the beauty of America. you you get to [18:37] read the information, the freedom of the [18:38] press, and then decide where you sit on [18:40] all of this. In terms of how bad this is [18:42] for the AI industry, it still feels like [18:44] it ranks below data centers and below [18:47] like ripping up old books. I don't think [18:50] this will get that much traction online, [18:53] but I don't know. Uh like the the like [18:56] there is a whole class of like political [18:57] commentators that are hyperfixated on [18:59] like the Epstein class, and so like this [19:01] could grow, but uh it feels like it's [19:03] arms distance enough. it it's it's not [19:06] Daario, it's his wife and it's not it's [19:07] not her, you know, going to the island. [19:09] It's her emailing him for fundraising [19:11] that they didn't actually do a deal [19:13] together. And so there's like a number [19:15] of steps removed as opposed to with the [19:17] other stories, it's much more like this [19:20] data center came to town and is dirty [19:22] and I don't like it and so you post a [19:24] video of that and that's like much more [19:26] direct. So uh of the push back this [19:29] feels like uh it will it will rank lower [19:32] but I don't know. Uh anyway, [19:33] >> Tesla near's unveiling of radical new [19:36] flying roadster. So if you remember, [19:39] probably around six months ago, whenever [19:41] Elon did his last appearance on Joe [19:43] Rogan, he was alluding to the idea that [19:46] the Roadster might be able to get a [19:48] little bit of airtime. Yeah. [19:50] >> Anybody that is done driving in the back [19:52] country knows that all cars can get [19:54] airtime, [19:55] >> but I don't think that's what he was [19:57] alluding to. I don't think that's what [19:59] he was alluding to. I think I think he [20:01] was alluding to some set of features [20:03] that allow it to uh [20:06] >> fly [20:06] >> fly and what I don't know what we're [20:08] going to I don't know what flying is [20:09] right is flying an inch off the ground [20:11] if you're if you're moving it at 100 [20:13] miles an hour maybe [20:15] >> maybe [20:16] >> um [20:16] >> so there is a Chinese car that can jump [20:19] over a pothole extremely relevant for [20:22] Los Angeles we got to get this car here [20:24] to change all the tariff rules uh but [20:27] some sort of I think it's a BYD can can [20:30] actually change the suspension so [20:32] aggressively that it can jump while [20:34] traveling. Uh and and we said like okay [20:36] the gauntlet has thrown down. Jumping is [20:39] not enough to go viral. Jumping will not [20:41] satisfy the criteria of you know flying. [20:45] So it has to be able to you know [20:47] probably go more than 6 in off the [20:49] ground maybe a full foot off the ground. [20:51] It has to be able to stay off the ground [20:52] for I don't know a few seconds 10 [20:56] seconds. Uh my speculation was that uh [20:58] it would be able to uh use the use the [21:02] thrusters to lift off the ground and [21:05] parallel park directly in. That was my [21:08] prediction for something that would [21:09] satisfy flying without actually being [21:12] just oh you can just fly it from Malibu [21:14] to LA, right? Like I I I think that [21:16] that's probably not in the cards. But I [21:19] think that it has to have a crazy demo. [21:21] It has to look crazy. It has to have [21:23] crazy stats. Uh, but it also has to have [21:25] a crazy viral video demo where you show [21:28] it and you're like, "Wow, no other car [21:30] can do that." Not even close. But the [21:32] information has the [21:33] >> The crazy thing is that even as far back [21:35] as 8 years ago, there were patents that [21:38] Tesla filed related to using effectively [21:42] rocket style thrusters in a vehicle. [21:45] >> And people were already kind of [21:47] chattering around then, is Tesla going [21:49] to make some type of car? The collab, [21:51] the SpaceX collab. They have the [21:53] rockets. [21:53] >> Yeah. The the SpaceX, if if Tesla comes [21:56] out with a Roadster that has a SpaceX, [21:59] >> it's like basically [22:01] >> Merlin engine on it, [22:03] >> some type of SpaceX engine, there's [22:04] probably 10,000 buyers for that car. [22:08] Like, you can imagine a lot of people, [22:10] >> it's 20 times the Audi new. You know, [22:12] the other thing that they could do is [22:13] they could go out to the salt flats and [22:14] they could set the the world speed [22:16] record, the high speed record, because [22:19] uh a rocket engine on the back of a [22:21] Tesla going in a straight line, they [22:23] could probably break the speed of sound, [22:25] and that would be amazing. It wouldn't [22:27] necessarily fit the flying criteria, but [22:29] it'd be flying across the salt flats. [22:31] So, I' I'd give it credit, but it needs [22:33] a crazy twist. I think [22:34] >> between Elon's promises of super nimble [22:37] robots and interstellar colonization, [22:39] the billionaire spent plenty of time [22:40] over the last decade hyping up another [22:42] ambitious effort, the next version of [22:44] the Roadster, [22:45] >> the sporty electric vehicle that first [22:47] put Tesla on the map. At first, he said [22:49] he wanted the vehicle to be the fastest [22:50] production car in the world. Then he [22:52] said he wanted it to be crazier than [22:54] every fictional James Bond car combined, [22:57] and he wanted the car to be able to fly. [22:59] >> Don't the James Bond cars have guns and [23:01] missiles on them? [23:02] >> Yes, they do. Like in order to buy the [23:04] Tesla, you have to have an FFL. You have [23:06] to have a a firearms dealer license. [23:10] >> Oh, a dealer license. [23:11] >> Dealer license. [23:12] >> Okay. So, it's basically a gun store on [23:13] wheels. [23:14] >> Exactly. Exactly. Because that would be [23:16] very American. That would be very [23:18] >> You can't get automatic weapons. You [23:20] can't get silencers. All these things [23:22] are heavily restricted. But if you go [23:24] through the process to become a gun [23:26] store, you can get a lot more crazy [23:28] stuff. So maybe maybe that's just the [23:30] process. Musk directive sent Tesla [23:32] designers down a rabbit hole that lasted [23:33] years, delaying the car's release. The [23:35] company first showed a prototype design [23:36] of the vehicle and began accepting [23:38] reservations for it in 2017. Since then, [23:41] it has chucked that design completely [23:43] and come up with a new one, [23:44] >> which hasn't been publicly revealed. [23:46] That could change soon. Tesla is [23:48] currently planning an unveiling of the [23:49] new design, which could happen as early [23:51] as this month. I was trying to figure [23:53] out is there any world that they do [23:55] something at at car week happening right [23:58] now? [23:58] >> Where are we on? um feels very very [24:00] unlikely. It feels like much more like [24:03] uh Elon to do his own event and not [24:05] compete for attention. Um that event [24:08] will include an elaborate stunt showing [24:10] off the flying capabilities of a limited [24:12] edition version of the Roadster, the [24:14] result of a collaboration between Tesla [24:15] and SpaceX. The demonstration is [24:17] expected to take place at SpaceX's [24:20] testing site in McGregor, Texas. As [24:22] recently as a few months ago, Tesla's [24:24] plans for the demonstration were like [24:25] something out of a science fiction [24:26] movie. They involved showing the vehicle [24:28] racing onto a magnetized roller [24:30] coaster-like ramp and driving upside [24:32] down before riding itself and hovering [24:34] in the air. Three people said previously [24:37] Musk has said the vehicle's ability to [24:39] fly would come from cold gas thrusters [24:41] developed with SpaceX. [24:43] >> Still, there's uncertainty about what [24:45] Tesla will actually show at the event. [24:46] Did you hear that, John? Read it back. [24:48] >> Tell me. [24:48] >> A magnetized roller coaster-like ramp [24:51] driving upside down before riding itself [24:54] and hovering in the air. [24:56] Sorry, but I I need you to read that for [24:58] a third time. [24:59] >> They're they're they're making a Hot [25:00] Wheels style [25:01] >> roller coaster loop for [25:03] >> and this is what leaked. This is crazy. [25:06] >> I love it though. I throw this. This is [25:10] awesome. [25:11] >> This is amazing. [25:12] >> Okay, [25:13] >> Musk told some Tesla staffers in recent [25:15] weeks that the demonstration will be [25:16] difficult to pull off and could go ary, [25:19] but it will be entertaining regardless. [25:23] Such a [25:24] >> It couldn't be learned whether Tesla [25:25] will show the event live or share [25:27] recorded footage. All spectators at the [25:29] event will be stationed several hundred [25:31] yards away from the vehicle because of [25:33] potential damage to their eard drums. [25:36] >> Cold gas thrusters generate high [25:38] pressure gas that can create significant [25:40] noise and vibrations. According to Jay [25:43] Kim, a professor of aerodynamics, as a [25:46] result, the car will be remotely [25:47] operated without anyone inside the [25:49] vehicle. [25:51] Okay, this feels like we're getting [25:52] farther and farther away from a [25:54] production car. [25:55] >> Just a rocket. It's just a rocket. [25:58] >> Hundreds hundreds of yards away. [26:00] Remotely operated. Might go terribly. [26:04] >> Can you imagine getting [26:06] >> He's just reinventing rockets. [26:07] >> Honey, would you mind running out and [26:08] grabbing a gallon of milk? [26:11] Let me start the cold gas thrusters. [26:14] Boom. All the windows break in your [26:16] neighborhood. Let me pull out the car. [26:20] Oh, that would be very, very funny. Is [26:23] that the end of that story? [26:24] >> That's all, folks. [26:25] >> Did you know, Jordy, it's now cheaper to [26:27] buy It's now cheaper to buy a private [26:30] island than a house in Palo Alto. [26:32] >> Finally. [26:34] >> This is crazy. [26:34] >> Been waiting for these lines to cross. [26:37] >> Yeah. No, it's actually cheaper to buy a [26:39] private island than a house in Palo [26:40] Alto. Earlier this week, Chris Baky uh [26:43] highlighted a real estate listing for a [26:44] five- bedroomedroom, fiveb, 5,000 square [26:46] foot home in Palo Alto asking $16.5 [26:49] million. We got to pull up a picture of [26:51] this thing because it doesn't look like [26:54] a $16 million house. And I think that's [26:57] why this image from Chris Baky went so [27:00] viral because it specifically looks just [27:02] like a normal house that might be a [27:05] million dollars or $3 million. And so I [27:08] mean 5,500 square feet that's a lot and [27:10] PaloAlto is obviously on an absolute [27:12] tear on the back of the AI boom but [27:14] $16.5 million is a lot of money and uh [27:18] you can get a private island [27:19] >> not for this shape. [27:22] >> Yeah. It just looks like one normal [27:25] house please to me. Right. [27:28] >> One starter home please. [27:29] >> Yeah. Exactly. Even though it's very [27:31] clear that there's a lot of stuff going [27:32] on in the back. Obviously, from the [27:34] front, the silhouette doesn't look like [27:35] a 5,000 square foot house. Um, but [27:38] clearly that extends and there's [27:40] probably lots of land back there and all [27:41] sorts of things. But, uh, when you're [27:43] when you're bidden against Mark [27:44] Zuckerberg, uh, you got to pay a pretty [27:46] penny. Bay Area real estate has been [27:49] expensive for a long time. [27:50] >> A quarter acre, too. [27:54] >> Bay Are [27:57] the very top of the market have become [27:59] especially eyepopping. One factor is the [28:01] enormous amount of new wealth being [28:03] created by the AI boom as employees of [28:05] at companies like Open AI Ananthropic [28:07] turn startup equity into fortunes and [28:09] pour some of that money into local real [28:10] estate. The result is an absurd new [28:13] benchmark for Silicon Valley. Ben is on [28:16] its hair today. He says, "Wow, there's a [28:17] patio. [28:19] >> No pool. [28:20] >> There's no pool [28:22] >> for $16 million. No pool [28:24] >> on a quarter acre." [28:26] >> That is That's crazy. I wonder where [28:28] this one will land. Uh, [28:30] >> no garage either. [28:31] >> Wait, no garage? [28:33] >> No. [28:34] >> At this at this price, it's like you [28:36] like like you could actually be driving [28:39] like a hyper car for like 10% of the [28:42] house price, you know? Like if you live [28:44] in a if you live in a uh if you live in [28:46] a $1.6 million house and you drove a [28:49] $50,000 car, no one would be like, "Oh, [28:51] wow. That's so crazy." Right? But if you [28:53] live in a $16 million house and you [28:55] drive a $500,000 car, people be like, [28:57] "Okay, that kind of matches." Except you [28:59] pull up to this thing in a in a Revoto [29:02] or something, SF90 and people are like, [29:04] "What? You don't even have a garage to [29:06] park it in." Anyway, uh the result is an [29:08] absurd new benchmark for Silicon Valley [29:10] housing prices. There are actual private [29:13] islands around the world that cost less [29:15] than a house in PaloAlto. In June, a 4.5 [29:19] acre private island on North Carolina's [29:22] uh Lake Norman sold for $12.5 million. [29:24] You can pull this one up. [29:25] >> The agent on the listing says it has [29:27] unique feature, a glass encased [29:30] staircase. [29:31] >> Okay. [29:31] >> You don't see that much in a in a modern [29:34] McMansion. [29:35] >> That's true. Golden handcuffs. Uh so uh [29:38] this so this 4.5 acre private island in [29:41] North Carolina sold for $12.5 million [29:43] and it includes a roughly 13,000 ft [29:46] mansion on it. It was originally [29:48] purchased in the '90s for $1.5 million. [29:50] The Financial Times also reported in [29:52] March on a 600 acre private island in [29:56] Fiji listed for $12 million. The that [29:58] island comes with a six-bedroom [30:00] residence built near its highest point [30:02] with panoramic ocean views along with a [30:04] library, barbecue area, and swimming [30:06] pool. There are also five beaches, staff [30:09] quarters, and a deep water jetty. If 600 [30:13] acres for your private island is a [30:15] little excessive, there's another option [30:16] in Fiji. Mansion Global reported in [30:19] March that the founder of a cannabis [30:21] company, his wife were selling Wawwa, a [30:24] 75 acre private island. That is so many [30:27] acres. Even 75 acres is so much for 15 [30:29] million. Still 1.5 million less than the [30:31] Palo Alto house. So if if you if you are [30:34] in PaloAlto, you really got to negotiate [30:37] for remote work because you could be [30:39] working from Fiji. The good folks over [30:41] at the acquired FM acquired podcast uh [30:45] revealed a very interesting fact that we [30:48] wanted to share here. The highest [30:50] grossing piece of entertainment ever [30:53] isn't Avatar Avengers. It's not Titanic. [30:56] It's not Seinfeld. It's not even Grand [30:58] Theft Auto. It's the Lion King musical. [31:02] >> Perfect you. [31:04] >> It's the Lion King musical. The Lion [31:06] King musical is the highest grossing [31:08] piece of media entertainment ever. [31:10] Absolutely insane. Since debuting on [31:13] Broadway in November of 1997, Disney's [31:16] stage adaptation has grossed more than [31:18] 11 billion worldwide. Maybe more than 10 [31:21] billion. It's a ton. Uh, it's the [31:24] highest grossing stage production ever [31:25] and by box office revenue, it's the [31:27] highest grossing entertainment title in [31:29] history. Uh, for comparison, Avatar is [31:32] the highest grossing movie ever has made [31:35] only $3 billion at the at the global [31:38] book box office. The Lion King passed [31:40] the previous record holder, The Phantom [31:42] of the Opera, all the way back in 2014 [31:44] when its cumulative gross was already [31:46] $6.2 billion. I had no idea there was so [31:49] much money in Broadway. So, the question [31:51] everyone's asking, how is this even [31:52] possible? like, yeah, the Lion King [31:54] musical, it's popular, but Avatar was [31:56] like a cultural moment. Everyone saw it. [31:58] But it's because The Lion King musical [32:00] is not just one show. It's much more [32:02] complicated than that. Uh, it's this [32:04] entertainment machine. So, since 1997, [32:07] there have been [32:08] >> It's not just a show. It's a machine [32:09] >> basically. Wow. [32:10] >> It's it's 30 different productions [32:13] around the world spanning more than a [32:15] 100 cities [32:17] >> and 24 [32:19] countries. So it's so the show runs on [32:21] Broadway but also London's West End, [32:24] Japan, Germany, Australia alongside [32:28] North America, international touring [32:30] productions. So you can see it in [32:32] multiple places at the same time. More [32:34] than 127 million people have actually [32:36] seen it. Um, and unlike a movie, the [32:38] same piece of entertainment can keep [32:40] selling thousands of expensive tickets [32:41] every night for decades. So the broad [32:43] the Broadway production alone uh [32:46] performs eight times a week. uh in one [32:48] week this June it sold 12,670 tickets [32:51] grossed 1.94 million from a single [32:54] theater and then you scale that model [32:56] across multiple productions operating [32:57] simultaneously [32:58] >> and and are all these productions paying [33:00] royalties back to Disney. [33:02] >> Yeah. [33:02] >> Yeah. [33:03] >> So you're thinking what I'm thinking. [33:04] >> What are you thinking? [33:05] >> Thrive Eternal comes in [33:07] >> they spin out the Lion King IP. [33:11] >> Yeah. [33:11] >> Gets his a piece back. [33:13] >> Yeah. Uh Alex Cooper raising a ton of [33:15] money. Podcast is doing well. media [33:17] company's doing well. Her beverage brand [33:19] is doing unwell. Uh the brand Unwell [33:22] ceased operations uh announced this [33:25] winding down a day after Unwell's media [33:27] business took investment at a $500 [33:28] million valuation. Should not be a [33:30] surprise. Clearly new money coming in. [33:32] New strategy focus content maybe. Maybe. [33:36] But Andrea took a victory lap two years [33:39] ago. She posted unwwell by Alex Cooper. [33:42] Prime but for the hotties. How much time [33:44] do we give this brand before it [33:45] inevitably flops and goes on the [33:47] chopping block? Two years, it seems, is [33:49] what wound up happening. Um, it was uh [33:52] maybe they just didn't get the right [33:53] team in there. Uh it does seem like it's [33:56] hard because you only have so much ad [33:58] inventory and if you're running the call [34:01] her daddy podcast and you're getting a [34:03] lot of impressions if if there is [34:05] someone like you could promote your [34:07] product but every time you do you're not [34:09] promoting another product that might pay [34:11] you a higher CPM might be able to [34:13] monetize those listeners better and so [34:16] uh you have this tension between okay [34:19] well there might be a VPN company or a [34:21] credit card company or all sorts of [34:23] different companies that might want to [34:24] come in and pay, you know, a million [34:27] dollars for a sponsorship with uh with [34:30] Call Her Daddy and are you going to be [34:32] able to move a million dollars, not just [34:34] a million dollars of prof product, but a [34:36] million dollars worth of product to [34:38] justify the profits? So, will the LTV [34:40] that you generate from uh running those [34:42] ads that you're taking off the off the [34:44] inventory stack actually math out? I [34:47] think a lot of influencers wind up with [34:49] that. They think they have they don't. [34:51] Yeah, it's interesting branding [34:53] challenge to have unwell. [34:56] >> Yep. [34:56] >> Uh as the brand of the drink, [34:59] >> not not not the best association. [35:01] >> Yeah, I think you're right. There's [35:03] something like subliminal like what I [35:05] was picking up on with the obsession [35:08] remix video where I just come away a [35:09] little bit unsettled uh seeing a brand [35:12] name unwell in my face. It's just going [35:15] to stick in my brain a little bit. But [35:16] oh well. Have a great rest of your [35:18] Friday. Have a great two weeks. We're [35:20] taking a vacation. We will be back in [35:22] September, everyone in September. We [35:26] have a whole bunch of crazy stuff lined [35:28] up for the new season. We're very [35:30] excited for that. We will be back [35:33] >> in September. So, [35:35] >> yeah, I know it it it's um [35:36] >> very euroed of us. [35:38] >> Yeah, it's uh it's it's un we don't [35:41] enjoy we don't enjoy taking time off [35:43] around here. uh we rarely do but we [35:46] think it's important to give uh the [35:48] whole team a a proper uh break. Uh this [35:51] work is uh relentless. [35:53] >> Yeah. [35:54] >> Uh you cannot you cannot rest on any [35:56] laurels. Even if you have a bunch of [35:57] laurels at the office, [35:59] >> you start resting on them, there's no [36:01] show. Uh and so we figured it'd be good [36:03] to let uh let the whole team [36:06] >> uh take take some time away. And uh I [36:10] can't wait to be back already. We love [36:13] We absolutely love what we do. [36:15] >> That's great. [36:15] >> And uh it's a blessing and counting down [36:19] the days. [36:20] >> Counting down just just like [36:22] >> how many more sleeps is it? [36:24] >> Like 16 17 [36:25] >> something like that. [36:26] >> Something like that. [36:27] >> So we'll be reminding the team every [36:29] day. Just 16 more sleeps everybody. [36:31] >> Have a good week. Have a good next [36:33] >> Yeah. Enjoy the enjoy the last couple [36:35] weeks of like proper summer. I feel like [36:37] September comes around. It's over. [36:39] >> It's over. [36:39] >> It's time to get back in the mines. We [36:41] will be back. [36:43] >> We'll see you soon. [36:44] >> We love you guys. Cheers. [36:46] >> September 1st.