Tesla Unveils Roadster With Cold-Gas Thrusters Amid 2028 Delay

We Review ‘You Can See Everything’, Tesla Unveils Rocket Powered-Roadster | Diet TBPN — TBPN

TBPN

Tesla's rocket-powered Roadster showcase risks alienating early reservation holders who face a 2028 production timeline, sparking fierce debate over whether extreme performance features like cold-gas thrusters justify a decade of capital lockup.

AI-assisted summary of We Review ‘You Can See Everything’, Tesla Unveils Rocket Powered-Roadster | Diet TBPN — original source. Check the original for full context.

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Key ideas

  • Tesla showcased its long-delayed Roadster with wild cold-gas thruster and kickflip demonstrations, but deflated excitement by targeting production for 2028, sparking frustration among early reservation holders who placed deposits in 2017. (6:26)
  • Porsche unveiled its Mission S concept on the same day, showcasing screenless, heritage-driven analog design that directly contrasts with Tesla's radical sci-fi propulsion experiments. (20:00)
  • Tech and AI stocks suffered heavy Friday sell-offs, with the Nasdaq sliding over 2% intraday and dropping 4.7% for the week, on track for its steepest weekly decline since the tariff turmoil. (27:20)
  • A private screening poll of Nathan Fielder's Elizabeth Holmes film 'You Can See Everything' revealed that 14 of 16 tech founders and investors felt more sympathetic toward Holmes, while all 16 felt more negative toward Billy Evans. (3:41)

Detailed notes

## Background Published by tech talk show channel TBPN on YouTube on October 17, 2026, this episode of Diet TBPN delivers a condensed 30-minute recap of the daily live broadcast hosted by John Coogan and Jordi Hays. According to the show description, the episode features a review of Nathan Fielder's Elizabeth Holmes documentary 'You Can See Everything' alongside breakdown coverage of Tesla's newly unveiled rocket-powered Roadster.

## TL;DR John Coogan and Jordi Hays award a 10 out of 10 to Nathan Fielder's absurd yet surprisingly humanizing Elizabeth Holmes documentary, 'You Can See Everything', analyzing an early investor screening poll and mimicking the film's tight camera framing. The hosts then dissect Tesla's theatrical Roadster reveal, praising the jaw-dropping physics of ramp kickflips and cold-gas thrusters while expressing deep frustration over its slipped 2028 production timeline and steep deposit commitments. After contrasting Tesla's sci-fi ambition against Porsche's nostalgic Mission S concept, they break down a sharp Friday tech sell-off on the Nasdaq and celebrate colleague Tyler Cosgrove being quoted in The Wall Street Journal.

## Atmosphere & style The show moves with rapid-fire, comedic tech-bro banter that oscillates between genuine engineering awe and biting, self-aware cynicism. From deadpan Nathan Fielder impressions and deliberate, claustrophobic camera close-ups to roasting Elon Musk's juvenile vacuum jokes, the dynamic between Coogan and Hays feels like an irreverent, insider debrief among friends. It captures the chaotic emotional whiplash of following modern Silicon Valley—veering instantly from the surreal spectacle of flying sports cars to the sobering reality of delayed delivery dates and bleeding stock portfolios.

## Bulletin - [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) Tesla showcased its long-delayed Roadster with wild cold-gas thruster and kickflip demonstrations, but deflated excitement by targeting production for 2028, sparking frustration among early reservation holders who placed deposits in 2017. - [20:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1200s) Porsche unveiled its Mission S concept on the same day, showcasing screenless, heritage-driven analog design that directly contrasts with Tesla's radical sci-fi propulsion experiments. - [27:20](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1640s) Tech and AI stocks suffered heavy Friday sell-offs, with the Nasdaq sliding over 2% intraday and dropping 4.7% for the week, on track for its steepest weekly decline since the tariff turmoil. - [03:41](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=221s) A private screening poll of Nathan Fielder's Elizabeth Holmes film 'You Can See Everything' revealed that 14 of 16 tech founders and investors felt more sympathetic toward Holmes, while all 16 felt more negative toward Billy Evans.

## Key takeaways - [00:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=0s) Nathan Fielder's documentary 'You Can See Everything' humanizes Elizabeth Holmes unexpectedly, concluding with emotional footage of her pumping breast milk before reporting to prison. - [03:41](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=221s) An informal survey of tech investors conducted by Liz Wessel showed a massive shift toward sympathy for Holmes, while feelings toward Billy Evans soured universally. - [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) The Tesla Roadster presentation served as another preliminary design reveal rather than a production launch, postponing actual assembly to at least 2028. - [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) Early reservation holders who deposited $250,000 for Founders Series models in 2017 have effectively given Tesla a near-decade-long interest-free loan at massive opportunity cost. - [08:58](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=538s) The inclusion of SpaceX cold-gas thrusters and spacesuit-wearing drivers suggests Tesla is using the Roadster to highlight corporate convergence across Elon Musk's companies. - [10:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=600s) Live demonstration stunts saw the prototype vehicle fly over six feet high, mount an incline ramp, and perform a mid-air kickflip before landing. - [12:35](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=755s) Safety concerns surround the car's 10,000 PSI pressurized thruster canisters, with Tesla expected to geofence public roads to prevent accidental or reckless mid-traffic discharges. - [15:06](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=906s) Inverting thruster power and using underbody vacuum fans could generate massive downforce, potentially pushing track lap times at COTA and the Nürburgring into Formula 1 territory. - [17:28](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1048s) With only 1.5 to 2 seconds of sustained thrust, the Roadster functions practically as a 'jumping car' rather than true airborne personal transit. - [20:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1200s) Porsche's Mission S exemplifies deliberate, retro-focused design stagnation inspired by the 959 and 911 GT1, contrasting Tesla's pursuit of physics-bending propulsion. - [23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) Securing a thruster-equipped Roadster requires wiring $245,000 within 10 days of a $5,000 deposit, while pricing for the kickflip model remains invite-only. - [23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) Elon Musk continues to straddle the line between genuine engineering titan and Barnum & Bailey-style showman by combining orbital rocket feats with over-the-top party tricks. - [27:20](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1640s) Markets experienced a sharp tech rout on Friday, led by Nasdaq losses that prompted warnings of possible hedge fund liquidations over the weekend. - [28:47](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1727s) TBPN team member Tyler Cosgrove was profiled by The Wall Street Journal regarding tech culture and the 'Cheeky Pint' viral phenomenon.

## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=0s) Reviewing Nathan Fielder’s Elizabeth Holmes Film ‘You Can See Everything’

The hosts open by mimicking Nathan Fielder’s signature deadpan interview technique from his new film *You Can See Everything*, repeatedly asking, “Why do you feel that way? Why do you think that way?” They joke that Elizabeth Holmes should have shut him down by arguing that “why” questions are overdetermined, noting that a Fielder crossover with the concept of the Antichrist would be the only way to top this project. While the Theranos saga was massive news a decade ago, both hosts rate the film a definitive “10 out of 10,” praising it as an absurd, psychedelic instant classic that remains riveting even if viewers already know every beat of Holmes's downfall.

The aesthetic of the film sparked heavy debate in their studio. Shot in a cramped Del Mar beach house, the cinematography looks pristine and beautifully lit, prompting arguments over whether heavy visual effects, elaborate exterior 10x10 diffusion rigs, or simply world-class camera operators with elite lenses were responsible. Inspired by the film's visual language, the hosts even ditched their in-ear monitors (IEMs) for bulky over-ear studio headphones and had their control room frame the broadcast in an extreme, tight close-up. Beyond the craftsmanship and playful A24 nods, the documentary humanizes Holmes in an unexpected way, lingering through intimate days with her children and ending with an emotional scene of her pumping breast milk right before reporting to prison. Addressing why Holmes or her partner Billy Evans would ever subject themselves to Fielder's lens, the hosts point out that when facing an eleven-year sentence, Holmes had nothing left to lose:

> “When the trailer came out, a lot of people were asking like, why would she agree to do this? And I really think it's like, you're serving 11 years in prison, there's nowhere to go but up.”

[03:41](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=221s) The Liz Wessel Screening Poll and In-Studio Cinematography Shenanigans

The hosts highlight an informal survey conducted by First Round Capital investor Liz Wessel, who brought 150 founders, builders, and tech investors to an early screening. Despite hosting a large crowd, Wessel casually polled only 16 attendees about their impressions. The results were striking: 14 out of 16 participants reported feeling more sympathetic toward Elizabeth Holmes after watching the film, while only one felt more negative and one remained unchanged. Conversely, all 16 respondents walked away feeling significantly more negative about Billy Evans.

Mid-discussion, the show’s comedic framing derails the conversation. As the hosts notice the crew laughing in the background, Jordy reveals that his wife just texted the production team thinking the broadcast was broken because the cameras were punched in so tightly on their faces. Jordy notes that during his first viewing, a fire broke out near his house two hours into the film, forcing him to juggle emergency texts and plan a second theater visit that very night.

| Metric / Question (Liz Wessel Poll of 16 Attendees) | Result | |:--- |:--- | | **Sentiment on Elizabeth Holmes: More Positive** | 14 / 16 | | **Sentiment on Elizabeth Holmes: More Negative** | 1 / 16 | | **Sentiment on Elizabeth Holmes: Unchanged** | 1 / 16 | | **Sentiment on Billy Evans: More Negative** | 16 / 16 |

[06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) The Tesla Roadster Reveal and the 2028 Production Disappointment

The hosts pivot from cinema to automotive heartbreak as John Coogan explains his outfit, revealing that he recently put down a $5,000 deposit on the new Tesla Roadster—only to immediately contemplate requesting a refund. While the presentation delivered an incredible spectacle of engineering theater, the air was sucked out of the room by the revelation that production will not actually begin until 2028. Many observers assumed this event was meant to mark the vehicle's production launch and customer rollout rather than yet another preliminary design reveal.

The timeline hits especially hard for early adopters who shelled out Founders Series deposits nearly a decade ago. The hosts calculate the brutal opportunity cost suffered by anyone who handed Elon Musk a $250,000 interest-free loan back in 2017 rather than putting that capital into the S&P 500, where it would have multiplied several times over. Furthermore, a stated target of 2028 in automotive development leaves room for painful slips into 2029 or beyond, with multi-year delivery queues meaning late reservation holders might wait until the 2030s to take delivery. Expressing his sheer frustration with the wait, John laments:

> “I was under the assumption that this was the launch of the Roadster, that this was not the reveal.”

[08:58](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=538s) Cold Gas Thrusters, Kickflips, and the Tesla–SpaceX Convergence

The hosts criticize Tesla for complicating what should have been a straightforward supercar execution. Instead of simply building a stunning, lightning-fast halo car, the reveal leaned heavily into outlandish science-fiction promises, including SpaceX cold gas thrusters, rocket tech, and claims that the car could perform kickflips. The hosts argue that Tesla re-raised the stakes unnecessarily when buyers just wanted an ultra-high-performance sports car with modern Full Self-Driving capabilities:

> “All you had to do was beautiful car that goes fast.”

```mermaid flowchart TD accTitle: Tesla Roadster Strategic Rationale accDescr: Diagram illustrating the two main pressures behind Tesla unveiling the Roadster years before production.

subgraph Drivers["Motivations for Premature 2026 Reveal"] A["10,000+ Backlogged Reservations<br/>(Waiting Since 2017)"] B["Tesla–SpaceX Integration Narrative<br/>(Ecosystem Synergy)"] end

subgraph Stunt["Theatrical Demo Fleet"] C["Drivable Prototypes"] D["Kickflip / Thruster Mules"] E["Driver in SpaceX Spacesuit"] end

subgraph Reality["The Production Outcome"] F["Target Production: 2028+"] G["Potential Customer Deliveries: 2029–2032"] end

A --> Stunt B --> Stunt Stunt --> Reality ```

Analyzing why Tesla would host such an extravagant presentation two full years before production, the hosts propose two explanations: - **Reservation holder pressure:** Quelling intense frustration from the estimated 10,000-plus reservation holders who have had substantial cash deposits locked up since late 2017. - **Corporate convergence:** Laying public and conceptual groundwork for a broader Tesla–SpaceX merger or brand alignment.

The staging reinforced this aerospace overlap: when car doors opened during the demos, drivers emerged wearing authentic SpaceX spacesuits rather than standard racing gear. With projects like the Optimus humanoid robot and SpaceX AI increasingly blurring the lines between Musk's robotics and space ventures, the Roadster acts as the ultimate physical crossover platform, even if the actual deliverable remains years away.

[10:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=600s) The Unveil Spectacle, Kickflips, and the Demo Tier List

The hosts break down the sheer sensory contrast of the Tesla Roadster reveal event: the jaw-dropping technological spectacle contrasted sharply with the awkward on-stage presentation. Between Elon Musk and the two engineers sharing the stage, there was an abundance of dead air and halting, uncomfortable pauses. Yet the demonstration delivered on wild prior predictions. John notes that on the previous day’s broadcast, he predicted the vehicle would levitate roughly six feet off the ground and that the event would feature ramps everywhere. While it turned out to be one massive ramp structure rather than scattered obstacles, the car managed to fly well beyond six feet, drive up the ramp, and execute a full airborne kickflip upside down before landing—drawing immediate comparisons to the downforce fan technology of the McMurtry Spéirling.

To evaluate the presentation, the hosts assemble a quick tier list: - **Juvenile Humor (F Tier):** The hosts give bottom marks to Musk’s repeated, childish double entendres about suction and vacuum forces. “All the sucking related jokes. Completely unnecessary.” - **The Ramp Kickflip (S Tier):** The physical stunt of launching up the incline and rotating mid-air earned the top ranking. Even watching it live, the hosts remarked that it broke perceived physical reality to the point of looking CGI. - **Breaking Perceived Laws of Physics (S Tier):** The hosts defend the feat against chat detractors like viewer Mark, who claimed to expect more, noting that shifting goalposts into the stratosphere ignores how impossible the spectacle felt in front of a live audience.

Reflecting on the sheer disbelief generated by the live demonstration, John captures why the event felt so surreal: “Because it looks like it's breaking the laws of physics, it just doesn't feel real.”

---

[12:35](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=755s) Street Legality, 10,000 PSI Tanks, and the Bridge Collapse Dilemma

The conversation turns from spectacle to the practical reality of owning the vehicle. Musk hinted during the broadcast that while someone will be able to buy and own this machine, it might not be road-legal in every jurisdiction. The hosts suspect early units with active thrusters will likely end up with high-profile influencers or close associates of Musk—though John quickly jokes that it definitely won't go to WhistlinDiesel, whom Tesla views as public enemy number one after his punishing Cybertruck durability tests. Florida Governor Ron DeSantis immediately offered political cover by pledging to legalize the vehicle in Florida, but the hosts debate whether everyday motorists actually want to share public asphalt with rocket thrusters.

```mermaid flowchart TD accTitle: Roadster Dual Utility Paths accDescr: Diagram illustrating the two conceptual development branches for the Tesla Roadster cold gas thruster system.

A["Tesla Roadster Thruster Tech Demo"] --> B["Path 1: Street Thrusters & Survival"] A --> C["Path 2: Extreme Track Downforce Weapon"]

subgraph Path1["Public Road & Survival Utility"] B --> D["10,000 PSI Pressurized Tank"] D --> E["Geofenced City Driving"] E --> F["Emergency Leap / Bridge Jump"] end

subgraph Path2["Motorsport Performance Utility"] C --> G["Active Ground Vacuum & Reverse Thrust"] G --> H["Massive Downforce in Corners"] H --> I["Sub-5-Minute Nürburgring / F1 Pace"] end ```

The primary engineering and safety concern centers on the hardware: the vehicle carries a cold-gas thruster tank pressurized to an immense 10,000 PSI. While Tesla intends to geofence public roads via software so drivers cannot fire the thrusters in traffic, the hosts joke that owners will inevitably try to jailbreak the limits using AI coding tools like OpenAI Codex.

Currently, the cold-gas thrusters yield approximately 1.5 to 2 seconds of sustained hang-time, which prompts the question of practical utility. The hosts identify an ultimate life-saving edge case: an infrastructure catastrophe. Recalling the tragic 1989 Loma Prieta earthquake that collapsed a section of the San Francisco–Oakland Bay Bridge, leading to a fatal car plunge, the hosts argue that surviving a crumbling bridge is the ultimate sales pitch for American roads that haven't been re-industrialized. Weighing that catastrophic scenario against the price of the reservation, John argues: “What is your life worth? A couple of years on a Tesla Roadster waiting list and $250,000 of your hard-earned cash in Tesla's bank account. Easy price to pay.”

---

[15:06](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=906s) Track Weapon: Sub-5-Minute Nürburgring and F1 Lap Times

Beyond stunt jumping, the second distinct path for this vehicle is raw motorsport performance. Instead of using the cold gas thrusters to become airborne, the vehicle can invert that thrust alongside underbody suction fans to pin the chassis violently to the pavement. On straightaways, rearward thrusters turn the vehicle into an acceleration rocket, while massive vacuum downforce allows cornering speeds comparable to purpose-built racing prototypes. The hosts speculate this setup could push the Roadster into Porsche 919 Hybrid Evo territory, theoretically achieving a sub-five-minute lap on the Nürburgring Nordschleife.

The hosts highlight the following motorsport implications: - **Teased COTA Lap Time:** Teasing a lap benchmark at Circuit of the Americas (COTA) was widely viewed by enthusiasts as the best Easter egg of the presentation, signaling that Tesla is actively pursuing Formula 1 performance territory. - **Tire Destruction:** Running F1-level downforce and rocket-boosted acceleration on a multi-ton electric road car raises serious doubts about consumable durability; the tires might easily shred after just a single hot lap. - **Public Track Bans:** The hosts predict that everyday commercial racetracks will completely forbid the Roadster from standard weekend public track days to prevent amateur owners from driving like banshees around mixed traffic.

Emphasizing that the event quietly signaled real motorsport substance under the circus atmosphere, Jordi highlights: “Creating massive amounts of downforce and being able to put up F1 style lap times is insane and is very exciting and actually... the things that they kept hinting at were like, this is a driver's car.”

---

[17:28](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1048s) Flying Car Reality vs. "Jumping Car" & The Porsche Contrast

While Elon repeatedly used the term "flying car" during the event, the hosts scrutinize the definition when the current system delivers merely two seconds of flight. They brainstorm comical real-world uses for two seconds of thruster power, such as aggressively hopping over a rival driver to snag the last parallel parking space on a city block. They also muse on promotional stunts Tesla missed out on: rather than a standard ramp, they should have emulated viral internet creator IShowSpeed jumping over a moving Lamborghini by having the new prototype leap entirely over an oncoming 2017-era original Roadster prototype.

The conversation turns philosophical regarding how close humanity truly is to the flying personal transit promised by *The Jetsons*: - John maintains that two seconds of cold-gas impulse moves the needle perhaps 1% toward actual airborne transportation, because true flying commuter cars require continuous thrust, wings, or gliders, and at least 20 to 40 minutes of flight time. - The alternative view is that leaping over 20 seconds of traffic wouldn't make it an airplane, but it would redefine personal ground mobility.

Concluding that the vehicle is technically a "jumping car" rather than a true flying car, the hosts shift toward the broader automotive landscape. They find it poetic that Porsche opted to reveal its Mission S concept on the exact same day. Where Tesla unveiled an unhinged, rocket-powered experiment attempting to reinvent the limits of physics, Porsche presented what the hosts describe as the pinnacle of polished, legacy design—setting up a head-to-head comparison between traditional refinement and Silicon Valley disruption. Emphasizing the divide between the two automakers' philosophies, John observes: “I actually think it was amazing that the Mission S launched the same day, because it was like the most beautiful version of stagnation in the Mission S.”

[20:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1200s) Porsche Mission S vs. Tesla Roadster: Nostalgia vs. Innovation

The hosts contrast Porsche’s design philosophy with Tesla’s approach, using the Porsche Mission S concept car as the prime example of customer-focused retro revival versus pure, forward-looking engineering. The Mission S blends styling cues from classic Porsche icons—specifically borrowing elements from the Porsche 959 and the 911 GT1, along with other historical influences. Inside and out, it resembles the high-end craftsmanship of a resto-mod shop. While rumors swirl that it will carry an internal combustion engine (rumored to be a V8 or a flat-eight engine), Porsche has not even confirmed what engine is inside, leading the hosts to joke that Porsche is pulling off its own form of "vaporware." Even so, they expect the Mission S to progress toward production far more smoothly than the Tesla Roadster, hoping for initial production runs late next year with customer deliveries arriving around 2028.

```mermaid flowchart TD accTitle: Porsche vs Tesla Design Philosophy accDescr: Diagram illustrating the contrasting approaches between the Porsche Mission S and the Tesla Roadster.

subgraph Porsche["Porsche Mission S"] P1["959 & GT1 Heritage"] P2["Analog Seats & Harnesses"] P3["Zero Screens / Retro Resto-Mod"] P4["Stagnation as Perfection: Nostalgia"] P1 --> P2 --> P3 --> P4 end

subgraph Tesla["Tesla Roadster"] T1["Cold-Gas Thrusters & Flight"] T2["Radical Propulsion Systems"] T3["Gallardo & Cybertruck Cues"] T4["Reimagining the Car: Futuristic Innovation"] T1 --> T2 --> T3 --> T4 end ```

The hosts appreciate the stark thematic contrast between both cars. Porsche delivers "stagnation, but it was perfect"—listening to its enthusiast base by stripping out digital displays, installing classic racing harnesses, and executing a gorgeous front and rear design. One host summarizes this divide cleanly: “Everything that really draws you in, like the seats, right, and the harness, and the fact that it doesn't have a screen, right? It's all about going backwards in time.” Meanwhile, Tesla is pushing radical propulsion boundaries to reimagine what an automobile can do. Even so, the hosts acknowledge severe delivery skepticism. One host confesses he canceled his Roadster pre-order that very morning because he fell for the hype yet again and worries it will take forever to hit the market due to over-engineered features.

Styling and regulatory practicalities spark further debate: - An audience member named Rx remarks that the front of the Roadster resembles a Lamborghini Gallardo; the hosts agree, arguing Tesla is happily picking up the aggressive design language Lamborghini has largely surrendered, mixed in with sharp Cybertruck angles. - Neither vehicle is currently street-legal in show form. Both lack mandatory side mirrors to achieve sleek concept silhouettes. The hosts note that if Elon Musk could have legally eliminated side mirrors on the Model S or Model Y, he already would have. They joke that running on a platform to abolish side mirrors for aerodynamic efficiency and aesthetic beauty could turn it into a winning single-issue political campaign for the 2028 election. - Reactions remain sharply divided on vehicle profiles: one host loves the rear of the Roadster but calls the front and side profiles "horrific."

---

[23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) Roadster Deposits, Roll Cages, and Elon’s Reality Distortion

The conversation moves to the steep financial realities and mechanics of ordering the new Tesla Roadster models. The base performance version—which cannot perform kickflips and lacks cold-gas thrusters—requires a $5,000 credit card deposit immediately, followed by a $45,000 wire deposit due within 10 days for a total commitment of $50,000. For the thruster-equipped model, buyers must wire $245,000 within 10 days following the initial deposit, locking up $250,000 in cash. As for the model meant to do airborne kickflips and achieve short flight, pricing remains entirely unannounced and pre-orders are strictly invite-only.

The hosts discuss the sheer practicality of the kickflip demonstration, citing photos surfaced by online commentator Zarin Doob showing the underside of the demo chassis: - The kickflip test mule appeared to be an empty vehicle shell wrapped around an extensive, rigid roll cage with no normal consumer interior or seating. - Refilling the cold-gas thruster canisters after an aerial maneuver could realistically take up to 24 hours between charges, turning the feature into an expensive party trick rather than an everyday track feature. - Experiencing a thruster-powered kickflip from inside the cabin would likely be extremely violent, requiring a five-point harness and helmet just to survive the g-forces.

The hosts reflect on Elon Musk's split public image. One host points out that critics called everyone on Twitter "a bunch of suckers" for cheering an expensive parlor trick, noting this wasn't an "iPhone moment" because Steve Jobs presented a device consumers could buy almost immediately. Still, they admire Musk's rare dual nature: “Elon is simultaneously Thomas Edison and Barnum & Bailey.” He can deliver genuine technological miracles—building Starlink, landing reusable orbital rockets, and producing the best-selling car in the world with the Model Y—while seamlessly functioning as an over-the-top circus entertainer who promises wild sci-fi features decades in advance. The hosts also laugh off viral posts claiming "we live in a simulation" because Musk outlined this exact thruster sports car concept to YouTuber Marques Brownlee back in 2019; they point out that fulfilling an idea announced six years earlier isn't a glitch in the Matrix, it's just sticking to a long-range product roadmap.

---

[27:20](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1640s) AI Stocks Sell Off and The Nasdaq's Brutal Week

Turning away from automotive reveals, the hosts look at the widespread bloodbath hitting Wall Street on Friday afternoon. Tech and AI-related stocks face immense downward selling pressure, prompting financial commentator Jim Cramer to proclaim it one of the absolute worst trading days of the entire year and suggesting that a blown-up hedge fund might need to be liquidated before the market can reset on Monday.

The hosts cite key Friday intraday index numbers: - **Nasdaq Composite:** Down 2.14% (sliding as far as 2.4% during the session's worst selling), bringing its total weekly drop to 4.7%. If it closes down more than 4.68% on the week, it marks the worst weekly performance for the tech index since the tariff meltdown. - **S&P 500:** Down 1.09%. - **Dow Jones Industrial Average:** Down 0.34%.

The hosts joke that their audience received advance warning, referencing their previous stream jokingly titled "Sell everything, including your dollars, it's over, over." Reviewing breaking news coverage of the sell-off, they laugh at a visible typo in a live *Wall Street Journal* wire alert where the word "THE" was accidentally capitalized in all-caps, reading it as proof that an actual panicked human reporter was frantically hammering out the grim financial figures on deadline.

---

[28:47](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1727s) Tyler Makes the Wall Street Journal and Sign-Off

Before concluding the episode, the hosts answer a question from a viewer named 2.6, who asks: "Wait, before you guys go, is Tyler still an intern?" The hosts clear the air, explaining that Tyler was never an unpaid intern; he was always paid staff and officially dropped out of college roughly a year ago rather than sticking around for a multi-year degree program.

The big celebratory milestone of the day is that Tyler Cosgrove was formally featured in *The Wall Street Journal*. The newspaper covered "Cheeky Pint," a viral trend exploring how elite tech circles consume beer, and quoted Tyler breaking down the cultural mechanics. While Tyler was pleased, the hosts rib him because the *Journal* slightly mogged him in the copy: - The print edition for the day vanished from the office—likely stolen off the doorstep—so they were only able to confirm the digital edition. - The reporter wrote that he didn't personally watch the full Cheeky Pint stream because "he had a life," but noted that TBPN host Tyler Cosgrove did, citing his full breakdown. - While the writer credited Tyler directly as an official "host" without demoting him to "co-host," the paper slightly misstated the name of the show, which the team plans to correct.

The show winds down with humorous, garbled seasonal proverbs ("It's always hottest before the snow falls," riffing on "darkest before dawn") and banter about American air conditioning dominance over Europe before the hosts wish the audience a great weekend and sign off.

## Notable quotes > [23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) Elon is simultaneously Thomas Edison and Barnum & Bailey.

## Mentioned TBPN, John Coogan, Jordi Hays, Tyler Cosgrove, Nathan Fielder, Elizabeth Holmes, Billy Evans, You Can See Everything, Liz Wessel, First Round Capital, Tesla Roadster, Tesla, Elon Musk, SpaceX, Optimus, McMurtry Spéirling, WhistlinDiesel, Ron DeSantis, OpenAI Codex, Circuit of the Americas, Porsche Mission S, Porsche 919 Hybrid Evo, Porsche 959, Porsche 911 GT1, IShowSpeed, Lamborghini Gallardo, Cybertruck, Zarin Doob, Steve Jobs, Marques Brownlee, Jim Cramer, The Wall Street Journal, Nasdaq, S&P 500, Dow Jones Industrial Average

## 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.

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Chapters: 00:00 Nathan Fielder’s Elizabeth Holmes Movie Review 06:26 Tesla Roadster Reveal + The 2028 Production Letdown 10:21 Flying Cars, Kickflips + The Roadster Demo Tier List 15:06 Could the Tesla Roadster Beat an F1 Car? 19:47 Porsche Mission S vs. Tesla: Nostalgia vs. Innovation 23:50 Roadster Deposits + Elon’s Hype vs. Reality 27:20 AI Stocks Sell Off + The Nasdaq’s Rough Week 28:47 Tyler Makes the Wall Street Journal

[Source](https://www.youtube.com/watch?v=Giy8Fl5bKPA)

中文简报

特斯拉展示配备冷气推力器的Roadster,量产推迟至2028年 特斯拉展示的火箭动力Roadster面临2028年的量产时间表,可能疏远早期预订者,并引发了关于冷气推力器等极致性能配置是否值得锁定资金十年的激烈争论。 John Coogan与Jordi Hays为Nathan Fielder执导的Elizabeth Holmes纪录片《You Can See Everything》打出10分满分,称该片荒诞却意外展现了人性化的一面,两人分析了早期投资者试映民调,并模仿了片中的紧凑特写镜头。随后,主持人深入剖析了特斯拉极具戏剧色彩的Roadster亮相,称赞了坡道踢翻与冷气推力器带来的惊人物理表现,但对其推迟至2028年的量产时间表以及高昂的定金承诺表达了强烈沮丧。在将特斯拉的科幻野心与保时捷充满复古情怀的Mission S概念车进行对比后,他们分析了纳斯达克周五科技股的剧烈抛售,并庆祝同事Tyler Cosgrove的观点被《华尔街日报》引用。 特斯拉展示了延期已久的Roadster,并进行了疯狂的冷气推力器和踢翻特技演示,但将量产目标定在2028年令人大失所望,引发了2017年便支付定金的早期预订者的沮丧情绪。 (6:26) 保时捷在同一天发布了Mission S概念车,展示了无屏幕、传承经典的拟物化设计,与特斯拉激进的科幻推进实验形成了鲜明对比。 (20:00) 科技股与AI概念股周五遭遇重挫,纳斯达克指数盘中下跌超过2%,全周下跌4.7%,创下关税动荡以来的最大单周跌幅。 (27:20) Nathan Fielder关于Elizabeth Holmes的电影《You Can See Everything》的一项私人试映民调显示,16位科技创业者与投资者中有14位对Holmes产生了更多同情,而16人全部对Billy Evans产生了更负面的看法。 (3:41)

Reading summary

The TBPN hosts review Nathan Fielder's documentary 'You Can See Everything' before critiquing Tesla's theatrical Roadster reveal, contrasting Elon Musk's high-risk engineering spectacle against Porsche's retro concept and broader financial market turbulence. Nathan Fielder's Elizabeth Holmes Documentary (0:00) The hosts award a '10 out of 10' rating to Nathan Fielder's film 'You Can See Everything', describing it as an absurd, well-crafted look at Elizabeth Holmes's downfall. Shot in a Del Mar beach house, the production features polished lighting and intimate scenes, including Holmes pumping breast milk right before reporting to prison for an eleven-year sentence. The hosts reason that Holmes likely participated because she had nothing left to lose. An informal screening poll conducted by First Round Capital investor Liz Wessel of 16 tech founders and investors reflected a noticeable shift in perspective: 14 out of 16 respondents felt more sympathetic toward Holmes after viewing the film, while one felt more negative and one was unchanged. In contrast, all 16 polled attendees reported feeling more negative about her partner, Billy Evans. Tesla Roadster Reveal and Production Delays (6:26) Tesla's demonstration of the new Roadster showcased extreme engineering feats, including cold-gas thrusters and a prototype vehicle performing an airborne ramp kickflip. However, the hosts emphasize the disappointment surrounding vehicle availability, as production is not slated to begin until 2028. This extended timeline leaves open the possibility of deliveries slipping into 2029 or the 2030s for late reservation holders, creating steep opportunity costs for customers who placed $250,000 deposits as far back as 2017. The hosts argue that Tesla overcomplicated the product by turning a sports car into a science-fiction demo to placate 10,000-plus backlogged reservation holders and project synergies with SpaceX. The practical logistics of the vehicle remain fraught: deposit requirements reach $50,000 for the base performance model and $250,000 for the thruster version, while the kickflip demo chassis appeared to be a stripped-down shell with a roll cage. Operating 10,000 PSI pressurized thruster canisters poses public road-legality concerns, long recharge times, and violent interior cabin g-forces. Philosophies: Tesla Innovation vs. Porsche Heritage (17:28) The hosts highlight the contrasting automotive visions illustrated by Tesla and Porsche unveiling concepts on the same day. While Tesla showcased a thruster-powered vehicle yielding 1.5 to 2 seconds of aerial hang-time—which the hosts categorize as a 'jumping car' rather than true flying transit—Porsche introduced its Mission S concept car. The Mission S borrows heritage design cues from the classic 959 and 911 GT1, featuring analog seats, racing harnesses, and a complete absence of digital screens. While the hosts label the Porsche Mission S as an example of perfected stagnation catering to purist nostalgia without confirmed engine specifications, they view it as far more grounded in near-term production reality than Tesla's experimental platform. Meanwhile, Tesla is attempting to stretch physical limits, teasing motorsport capabilities such as extreme underbody vacuum downforce designed to chase Formula 1-level lap times and a theoretical sub-five-minute Nürburgring run. Market Drop and Wall Street Tech Turmoil (27:20) Turning to financial markets, the hosts assess heavy late-week selling across tech and artificial intelligence equities. The Nasdaq Composite fell 2.14% during intraday trading, sliding as much as 2.4% and accumulating a 4.7% drop across the week, putting it on track for its worst weekly performance since the tariff sell-off. Concurrently, the S&P 500 declined 1.09% and the Dow Jones Industrial Average slipped 0.34%, prompting commentator Jim Cramer to describe the session as one of the year's worst. The episode highlights a persistent tension between boundary-pushing technological promises and production reality, leaving unanswered whether Tesla can translate radical aerospace experiments into road-legal, deliverable vehicles before early adopters run out of patience.

精炼阅读摘要

TBPN节目探讨了Nathan Fielder执导的Elizabeth Holmes纪录片引发的公众情感反转,并深度评析了特斯拉全新Roadster发布会的技术演示、高昂订金与推迟至2028年的交付周期,同时对比了保时捷Mission S概念车所代表的复古美学路线。 Fielder纪录片与Holmes形象重塑 (0:00) 节目主播高度评价了Nathan Fielder执导的新作《You Can See Everything》,称其为10分满分的荒诞风格经典作品。该片在空间狭窄的Del Mar海滩住宅取景,展现了极具质感的摄影技巧与亲密镜头,包括Holmes在因Theranos事件面临11年刑期前陪伴孩子以及吸奶的日常生活细节,出人意料地展现了她人性化的一面。主播分析认为,在面临漫长刑期的情况下,Holmes已无所顾忌,因此选择接受Fielder标志性的冷面追问式镜头审视。 投资机构First Round Capital投资人Liz Wessel在面向150位科技创业者与投资人的放映会上进行了一项非正式抽样调查。在16位受访者中,有14人表示观影后对Holmes产生了更多同情,仅1人态度恶化,1人态度不变;与此形成鲜明对比的是,全部16名受访者对其伴侣Billy Evans的观感均显著转差。主播指出,该片通过极其克制的生活细节捕捉,成功让部分科技圈观众对这一知名诈骗案当事人的态度发生逆转。 Roadster推进器特技与赛道双路径 (8:58) 特斯拉在发布会上展示了搭载SpaceX冷气推进器和10,000 PSI高压储气罐的Roadster原型车,该车在巨型坡道上完成了跃起并空中翻转着陆的动作,展现了约1.5至2秒的腾空能力。尽管马斯克称其为“飞行汽车”,但主播认为其实质上是一辆“跳跃汽车”。节目梳理出该技术的两条潜在路径:一是公共道路上的极端生存避险功能,例如在旧金山奥克兰海湾大桥坍塌式的基础设施灾难中实现越障跳跃,但需面对合法上路许可与地理围栏限制;二是转化为赛道级地面效应武器,利用反向推力与底盘吸力风扇制造极强下压力,理论上有望在纽博格林北环赛道突破5分钟,并在美洲赛道(COTA)挑战F1级别的单圈圈速。 然而,现实中的工程与维护挑战十分棘手。用于翻转特技的测试底盘内部仅安装了坚固的防滚架,缺乏常规内饰,且人体承受剧烈G值需要专业头盔与五点式安全带。此外,推进器储气罐在单次消耗后的重新充气可能需要长达24小时,且F1级别的强下压力与火箭推进加速极易在单圈内磨损耗尽轮胎,常规商业赛道亦可能出于安全隐患禁止其参与公众开放日。 2028年交付预期与高额订金争议 (6:26) 尽管现场特技极具震撼力,但特斯拉宣布Roadster预计要到2028年才开始量产,引发了潜在买家和早期支持者的普遍失望。主播John Coogan透露自己刚支付了5000美元订金便立即考虑申请退款,并指出市场普遍预期本次活动应为量产交付启动,而非新一轮初步概念展示。对于2017年即支付25万美元全额预订Founders Series版本的首批支持者而言,这笔长达近十年的无息贷款承担了巨大的资金机会成本,若投入标普500指数已实现数倍增值;考虑到汽车研发周期的常见拖延,后续排队车主可能要等到2030年代才能实际提车。 在商业预订规则方面,基础性能版需先支付5000美元信用卡订金并在10天内电汇4.5万美元(合计5万美元),推进器版本则需全额补足至25万美元现金,而具备跳跃翻转能力的极值版本价格尚未公布且仅限受邀预订。主播将马斯克评价为“托马斯·爱迪生与巴纳姆马戏团老板的结合体”,认为他一方面打造了Starlink、可回收火箭和全球畅销的Model Y等工程奇迹,另一方面也擅长利用超前的科幻噱头来维系关注度并锁定资金。 保时捷Mission S:复古与激进创新 (20:00) 保时捷在同一天发布了Mission S概念车,两者的同日登场构成了传统工艺美学与硅谷颠覆性技术之间的鲜明对比。Mission S大量汲取了保时捷959与911 GT1等经典超跑的设计元素,座舱内部完全剥离了数字大屏,采用模拟机械仪表、复古座椅和赛车线束,传闻搭载V8或水平对置八缸内燃机。主播将保时捷的策略形容为“近乎完美的停滞”,即通过倾听纯粹车迷的声音、放弃数字化潮流来换取经典质感,用向后看的方式实现工业审美闭环。 相比之下,特斯拉试图通过火箭推进与空气动力学突破重新发明汽车,但也因过度复杂的工程设计陷入了无限延期的量产泥潭。在合规层面,两款概念展车目前均未配备法定外后视镜,尚无法直接合法上路。但主播预计,相较于技术跨度过大的Roadster,保时捷更有可能在明年底推进小规模生产并在2028年如期交付客户,两家车企由此展现了对待性能汽车截然相反的进化哲学。 本期节目揭示了科技与汽车产业在先锋概念与实际落地之间的深刻鸿沟:无论是纪录片重构下饱受争议的商业人物,还是特斯拉依靠冷气推进器实现的视觉奇观,狂热的营销表象背后始终面临着制造可行性、法规准入与高昂时间成本的严格检验。

Detailed notes — zh

## Background 本期内容由科技播客频道 TBPN 于 2026 年 10 月 17 日在 YouTube 平台发布,属于其 30 分钟精炼版栏目《Diet TBPN》。根据页面简介,TBPN 是由 John Coogan 与 Jordi Hays 主持的硅谷热门科技脱口秀,本期节目聚焦于内森·菲尔德执导的伊丽莎白·霍姆斯纪录片影评,以及特斯拉最新火箭动力跑车发布会的深度剖析。 ## TL;DR 节目首先评测了内森·菲尔德执导的伊丽莎白·霍姆斯主题新作《你什么都能看得到》,盛赞其无与伦比的摄影质感与荒诞复杂的叙事力量。随后,主持人针对特斯拉最新亮相的第二代 Roadster 展开激烈讨论,虽然现场飞坡空翻与冷气推进器技术极具视觉震撼,但因量产时间推迟至 2028 年且上路法规成谜,John 当场决定申请退订 5,000 美元定金。节目还将其与保时捷 Mission S 概念车所代表的复古情怀进行了对比,并剖析了马斯克兼具爱迪生与马戏团班主巴纳姆的双重人格。最后,节目快速复盘了纳斯达克遭遇重创、AI 概念股大面积抛售的惨淡周五,并以庆祝团队成员泰勒荣登《华尔街日报》报道的欢闹氛围收尾。 ## Atmosphere & style 整期节目的基调幽默辛辣且快节奏,充满了硅谷科技从业者特有的敏锐与自嘲。两位主持人默契十足、接梗不断,既有在模仿电影特写镜头被家人吐槽时的捧腹大笑,也有在面对特斯拉激进营销与无尽跳票时的理性针砭。从开场对电影艺术的狂热赞叹,到拆解马斯克画饼时的清醒吐槽,再到最后围观同事上报纸的轻松打趣,整场对话生动鲜活,让听众在浓厚的行业极客氛围中感受到如同与好友在车库畅聊科技八卦的沉浸式趣味。 ## Bulletin - [00:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=0s) 内森·菲尔德执导的伊丽莎白·霍姆斯纪录电影《你什么都能看得到》收获 John Coogan 满分评价;面向 150 名投资人与创业者的点映抽样显示,受访者对霍姆斯的负面态度大幅逆转,但对其伴侣比利·埃文斯全员转向负面。 - [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) 特斯拉正式揭晓全新一代 Roadster 概念并展示惊艳空中翻滚特技,但马斯克宣布量产推迟至 2028 年,引发早期预订者巨大反弹,主持人 John Coogan 当场退回 5,000 美元定金。 - [23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) 特斯拉 Roadster 基础版需缴纳共计 50,000 美元定金,配备 10,000 PSI 冷气推进器的高阶版定金高达 250,000 美元,但马斯克坦言其短期内恐难在所有司法管辖区合法上路。 - [20:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1200s) 保时捷发布极致复古的 Mission S 概念跑车,与特斯拉激进推升技术边界形成强烈反差,被节目主持人形象评为工业界“最美丽的创新停滞”。 - [27:20](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1640s) 宏观市场突遭重创,AI 板块大幅抛售拖累纳斯达克综合指数单日下挫 2.4%、全周暴跌 4.7%,创下单周跌幅危机纪录。 ## Key takeaways - [00:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=0s) 内森·菲尔德执导的《你什么都能看得到》凭借狭小度假屋内的自然光摄影艺术与标志性追问,被主持人誉为当代经典之作。 - [00:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=0s) 面临 11 年监禁的伊丽莎白·霍姆斯通过展示母乳喂养及家庭温情成功激发同情心,实现了个人公关形象触底反弹。 - [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) 特斯拉 Roadster 发布会展示的火箭技术与冷气推进器噱头十足,但 2028 年投产意味着实际交付可能拖延至 2029 年甚至更晚。 - [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) 2017 年即支付 25 万美元全款的早期 Founders Series 车主承担了巨大的资金机会成本,特斯拉面临空前履约信任危机。 - [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) 本次发布会核心意图在于向外界展示特斯拉与 SpaceX 尖端航天技术的深度捆绑,甚至为未来潜在业务合并铺路。 - [10:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=600s) 演示现场虽然充满马斯克式的尴尬冷场,但车辆借助斜坡完成的高空翻板(kickflip)特技在视觉上打破了常态物理认知。 - [11:58](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=718s) 车载 10,000 PSI 高压冷气储气罐与缺乏传统后视镜等设计,导致该车在绝大多数公共道路面临巨大的监管与合法上路阻力。 - [13:58](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=838s) 若能在下压力与火箭推力上实现赛道级优化,Roadster 具备冲击美洲赛道甚至纽博格林 5 分钟以内圈速记录的极限潜能。 - [17:28](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1048s) 目前仅 1.5 到 2 秒的实际滞空时间更接近“弹跳车”或派对把戏,距离真正具备通勤能力的飞行汽车仍有巨大技术鸿沟。 - [20:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1200s) 保时捷 Mission S 纯粹复刻 959 与 GT1 的经典机械与极简内饰,在提供极致情怀的同时暴露出传统车企创新的彻底停滞。 - [23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) 马斯克在商业上集爱迪生的硬核交付力与巴纳姆的马戏团炒作于一身,既能卖出销冠 Model Y,也能提前数年兜售概念幻象。 - [27:20](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1640s) AI 概念股遭遇恐慌性踩踏,纳斯达克全周重挫 4.7%,吉姆·克莱默直呼其为年内最严峻交易日之一。 - [28:47](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1727s) 团队辟谣泰勒的无薪实习生传闻,确认其已退学全职担任正式主持人,并以科技文化观察者身份受引登上《华尔街日报》报道。 ## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=0s) 观影《你什么都能看得到》与内森·菲尔德的导演艺术 节目开场,Jordi Hays 与 John Coogan 借着内森·菲尔德(Nathan Fielder)标志性的提问口吻互相打趣:“你为什么觉得那是资本的首都?你为什么有那种感觉?”两人前一天刚去观看了内森·菲尔德执导的新作《你什么都能看得到》(*You Can See Everything*)。在片中,内森总是不断抛出追问:“你为什么会有这种感觉?你为什么一而再再而三地这么说?”John 开玩笑指出,伊丽莎白·霍姆斯(Elizabeth Holmes)在面对追问时,本该使出杀手锏,说一句“为什么类的提问属于过度决定(overdetermined)”,那样内森绝对会被当场定住、无言以对。两人甚至脑洞大开,提议下部电影干脆搞内森·菲尔德与彼得·蒂尔(Peter Thiel)的梦幻联动,去深入拷问“反基督”等宏大议题,那绝对能超越这部作品。 谈及影片的品质,John 毫不吝啬赞美之词,给出了 10 分满分的评价。这次观影体验甚至直接改变了演播室的风格——他们当场拿掉了入耳式监听耳机(IEMs),换成了大头戴耳机,并让镜头极度拉近特写来模仿片中的镜头语言。演播室幕后关于这部电影的拍摄手法展开了激烈争论:大家都在揣测它到底用了多少后期特效(VFX),现场又上了多少布光设备。因为尽管拍摄地是在加州德尔马(Del Mar)逼仄狭小的海滩度假屋中,但每一帧画面都美轮美奂、布光完美。John 坚持认为这完全归功于摄影师登峰造极的手艺,他们带着最顶级的摄影机与镜头深入现场,即便遇到极其复杂的自然光也能完美掌控,而非每场戏前都煞费苦心地支起 10x10 的柔光布。此外,片中还穿插了许多令人捧腹的 A24 风格彩蛋与演员客串,整体呈现出一种自然流畅的高级质感。 更让两位主持人惊叹的是这部纪录性质电影背后的荒诞现实:即便公众对十年前 Theranos 的兴衰始末早已了如指掌,这部电影依然充满吸引力。最不可思议的是,像伊丽莎白·霍姆斯及其伴侣比利·埃文斯(Billy Evans)这样的核心当事人竟然会点头同意参与拍摄。John 分析指出,对于面临 11 年联邦监禁的霍姆斯而言,处境已经跌入谷底,“唯一的方向就是触底反弹”,同意拍摄没有任何下行风险,反而全是潜在的收益。片中记录了大量她与年幼孩子相处的温情生活片段,甚至包括入狱前她一边用吸奶器吸母乳一边嘱托的催泪画面。无论观众此前认定她是否有罪,看完后几乎都会对她的境遇产生强烈的同情。First Round Capital 合伙人兼 Ramp 早期投资人 Liz Wessel 组织了 150 名创业者和投资人观看点映,并在随后的抽样调查中发现,16 位受访者中有 14 位表示在观影后对霍姆斯的观感有所好转,仅 1 人变得更负面;但极其讽刺的是,所有 16 个人都对她的伴侣比利产生了更强烈的反感。 - 评分与制作反响:John Coogan 为影片打出 10/10 满分,现场摄影在空间狭窄的德尔马(Del Mar)海滨住宅中完成。 - 点映调查数据(Liz Wessel 发起): - 组织观影规模:150 位创业者、投资人与建设者。 - 抽样反馈样本:16 人。 - 对伊丽莎白·霍姆斯的态度转变:14 人转向更正面(负面情绪减轻),1 人转向更负面,1 人维持不变。 - 对比利·埃文斯的态度转变:16 人全部转向更负面。 --- ### [05:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=300s) 沉浸式观影体验与演播室突发插曲 两位主持人强烈推荐观众走进爆满的电影院去体验这部作品。因为在影院中,观众的情绪会形成强烈的共鸣场——全场会在意想不到的节点同时爆发笑声、发出惊呼,甚至能清晰地感觉到所有人同时屏息前倾。整部片子既扣人心弦,又因极其荒诞写实的制作方式而荒谬爆笑,带给人一种彻底的“迷幻体验”。 现场还发生了一段搞笑的幕后花絮:正当演播室沉浸在超近距离特写镜头中时,导播团队在后方笑得停不下来。原来是 John 的妻子发来短信,十分关切地提醒团队“演播室的镜头是不是坏了、怎么被拉得这么近”,引得全场爆笑。随后导播才将镜头与灯光恢复原样。John 透露自己当晚打算立刻去二刷,因为前一晚看到电影进行到两小时左右时,他家附近突发山火,手机接二连三收到报警电话和短信,导致后半程注意力完全被分散。他们一致认定,这部电影一经问世便已确立了“当代经典”的地位。 --- ### [06:26](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=386s) 特斯拉 Roadster 亮相:惊艳演示背后的 2028 量产暴击 演播室镜头拉回正常焦段后,John 亮出了自己身上的装备,并宣布了一个爆炸性消息:他在两天前刚自掏腰包掏出 5,000 美元真金白银预订了特斯拉 Roadster(Tesla Roadster),但现在他打算立刻申请退款。退款的核心原因并不是产品不酷——演示现场简直堪称“绝对的电影级视听盛宴”(Absolute cinema),极其震撼——而是马斯克(Elon Musk)在台上宣布,该车要到 2028 年才会正式投产。 这让 John 大失所望。他此前一直以为这次活动是 Roadster 的正式上市发售会,而不是又一次画饼的“原型车揭幕”。他原本的预期是特斯拉已经启动了量产线,现场展示最终量产设计,并宣布过去苦等七年的首批车主下个月就能提车,新预订的人半年内也能拿到车。然而,“汽车将在 2028 年投产”的消息犹如一记重锤。John 直言:“汽车将在 2028 年投产,这简直太疯狂了。”对于那些早在 2017 年就支付了 25 万美元全额预订款的车主来说,如果当年把这笔钱投进标普 500 指数(S&P 500),如今资产早已翻了好几倍,而他们等来的却是一场再度延期两周、且宣布还要再等数年的发布会。更致命的是,“2028 年投产”在汽车行业往往意味着极大的水分——它可能拖到 2028 年 12 月 20 日才象征性下线首辆车,实际大规模交付要等到 2029 年,若产线爬坡持续数年,排在后面的买家甚至要等到遥遥无期的年代。 两位主持人犀利指出,马斯克团队这次极度拔高了产品预期,又是冷气推进器(cold gas thrusters),又是火箭动力,甚至声称能像滑板一样完成“空中翻板”(kickflips)。Jordi 吐槽道,其实消费者要的很简单:“所有人想要的不过是一台跑得飞快的漂亮跑车罢了。”(“All you had to do was beautiful car that goes fast.”)他们分析,特斯拉之所以选在技术完全没准备好的节点强行开发布会,主要有两个动机:第一是面对当年 10,000 多名早期预订车主的巨大兑现压力;第二则是借此拉开特斯拉与 SpaceX 业务深度融合(甚至是潜在合并)的序幕。现场展示的原型车种类杂乱,有的没装座椅,有的能跑,有的专门表演特技,车门打开时里面甚至坐着一个身穿 SpaceX 太空服的宇航员模型。随着冷气推进器与航天概念的植入,甚至连特斯拉的人形机器人 Optimus 也越来越带有 SpaceX 的烙印,整场发布会更像是一场两个商业帝国跨界技术联姻的宏大概念秀。 ```mermaid flowchart TD accTitle: Tesla Roadster 发布与交付期望断层分析 accDescr: 展示消费者预期与特斯拉实际交付时间线之间的巨大落差,以及强行发布背后的双重驱动因素。 subgraph UserExpectation ["消费者的心理预期"] E1["2017 年早期车主<br/>支付 25 万美元全款"] E2["市场预期发布会定调:<br/>现车投产 / 最终量产定型"] E3["即刻兑现交付:<br/>老车主次月提车 / 新订单数月交付"] end subgraph EventReality ["2026 发布会真实落地"] R1["推迟两周的发布会展示<br/>极限特技原型车"] R2["冷气推进器 / 空中翻板等<br/>极端工程概念加码"] R3["宣布 2028 年才正式投产<br/>交付可能延至 2029+"] end subgraph StrategicDrivers ["强行提前揭幕的核心动因"] D1["应对 10,000+ 早期预订者<br/>长达数年的履约信誉危机"] D2["推动 Tesla 与 SpaceX 深度捆绑<br/>(航天推进技术与宇航服概念植入)"] end E1 -->|资金机会成本丧失<br/>错过标普 500 暴涨| R3 E2 -->|预期落空| R1 StrategicDrivers --> EventReality ``` - 订金与资金成本:John Coogan 支付了 5,000 美元预订 Roadster;而 2017 年首批 Founders Series 车主支付了高达 250,000 美元的预付款。 - 量产时间表:官方宣布投产时间为 2028 年,主持人预估实际交付极可能延后至 2028 年底乃至 2029 年之后。 - 早期积压规模:预计有超过 10,000 名车主在早年间就已交付定金排队等待。 ### [10:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=600s) 特斯拉 Roadster 演示评级:尴尬台词与打破物理规律的震撼 主持人深入探讨了特斯拉全新 Roadster 演示活动所展现出的强烈反差:一方面是令人叹为观止的硬核科技与舞台奇观,另一方面则是马斯克及另外两位演示者在台上的表现。整场演讲充满了大段的冷场与局促时刻,两人直言“The contrast between how incredible the show and the spectacle was and the demo and the technology with the delivery from Elon, and the two other guys. A lot of dead air. The most awkward delivery in so many of these semi-awkward moments.”随后他们回顾了前一天的预测——此前曾预言车辆能够离地升空约六英尺,且到处都是斜坡;而现场的呈现不仅完全超出了六英尺的预期,还直接借由大斜坡完成了一个让人目瞪口呆的空翻(kickflip)动作。 为了梳理整场发布,主持人对各项演示进行了分级评定(Tier List)。马斯克在台上开的所有涉及“抽吸/吸力”(sucking)的幼稚笑话被毫不留情地归入“F 级”(完全没有必要且令人尴尬)。但车辆冲上斜坡并在空中完成翻转的画面则被评为无可争议的“S 级”。尽管整场活动有现场观众亲眼见证,但当那一幕发生时,它视觉上所带来的冲击完全是在“打破人们所认知的物理定律”,显得极不真实。针对聊天室观众 Mark 评论说“我原本期待更多”,主持人吐槽对方把期望值设到了平流层。 ```mermaid flowchart TD accTitle: Roadster 发布会亮点评级 accDescr: 特斯拉 Roadster 发布会要素的评级分布,包含从 F 级到 S 级的表现。 subgraph 评级分布 F["F 级:现场幼稚低俗笑话"] S["S 级:冲坡空翻、挑战感知物理定律"] end subgraph 现场反差 TECH["惊人科技与视觉奇观"] --> CONTRAST{"体验反差"} AWK["马斯克尴尬冷场与表达"] --> CONTRAST end ``` - 幼稚段子评级:马斯克台上所有与“suck”相关的低俗笑话被评入 F 级。 - 翻滚特技评级:借助巨大斜坡冲向高空并完成翻滚的动作被评为 S 级。 - 技术类比:McMurtry Spéirling 赛车也是利用风扇产生极其强大的下压力实现极速过弯贴地。 --- ### [11:58](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=718s) 飞行属性的现实意义:上路法规与地基围栏争论 针对传闻中 Roadster 能否击败 F1 赛车以及究竟能否飞行的讨论,主持人指出了买家与看客之间的分歧。飞行功能看似炫酷,但对实际购车者而言可能是毫无意义的噱头。特斯拉很可能只会把早期带完整飞行包的版本交付给马斯克的极少数密友或汽车领域网红(但绝不会给曾测爆 Cybertruck 的 WhistlinDiesel,因为他是特斯拉的“头号公敌”)。在发布会过程中,马斯克亲自确认了该车的法律限制:“Not sure it'll be legal in all jurisdictions, but it will be a car that someone can own.”这意味着这辆车在绝大多数地方甚至根本无法合法上路(not a road legal car)。 随后讨论延伸到了上路安全性与法律合规。佛罗里达州州长罗恩·德桑蒂斯(Ron DeSantis)公开声称要在佛州让这种车合法化。然而,面对车身内搭载的高达 10,000 PSI 的超高压冷气推进气罐(cold gas thrusters),普通车主如果在公共道路上与之并排行驶,势必感到巨大的安全隐患。尽管特斯拉可能会采用地理围栏(geo-fencing)技术,限制车主在公共街道上激活冷气推进喷管,只允许将其作为普通跑车驾驶,但主持人打趣道:“Anyone will be able to jailbreak it with Codex.”黑客与程序员随时能通过越狱绕过限制。 - 气罐规格:车载储气罐压力达到惊人的 10,000 PSI。 - 飞行滞空时间:当前的系统仅能提供 1.5 到 2 秒的实际滞空时间。 - 法律与监管:佛州州长率先表态支持合法化,但公共道路监管仍面临极大阻力。 --- ### [13:58](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=838s) 实用价值分歧:保命神器与打破纽北记录的赛道猛兽 主持人分析认为,这项技术的展示实际上指向了两个截然不同的实用价值方向,而特斯拉正试图双管齐下。第一种实用假想场景是极端情况下的逃生救命——例如行驶在极其漫长的跨海大桥上,桥梁突然垮塌,车主瞬间启动冷气推进器越过断桥保住性命。主持人调侃称,回看 1989 年旧金山海湾大桥坍塌事故,确有车辆坠桥致死;在如今美国基础设施持续老化的背景下,花费 25 万美元定金在特斯拉等待名单上排几年队,换一条命绝对划算。 更为切实且令人兴奋的第二个方向,则是赛道终极性能。如果在设计上完全针对赛道优化,通过风扇下吸和喷气推进器在直道提供火箭般的加速,在弯道提供极其恐怖的下压力,Roadster 完全有可能在纽博格林赛道跑进 5 分钟以内(sub-five-minute Nürburgring),直接进入极其暴力的赛车腹地。演示中暗藏的最大彩蛋就是对美洲赛道(COTA)单圈成绩的致敬。这意味着特斯拉并未完全将其做成纯粹的马戏团杂耍,正如主持人所强调的:“the things that they kept hinting at were like, this is a driver's car.”它依然保留着一台纯正“驾驶者之车”的赛道野心。 - 价格与等待:Roadster 的定金高达 250,000 美元,买家需等待数年。 - 纽北目标预测:依靠下压力和喷气推力,有望挑战 5 分钟以内的纽北圈速。 - 轮胎磨损隐患:在美洲赛道这种高极限施压下,轮胎很可能在跑完短短一圈后就会彻底磨烂碎裂。 - 公共赛道日禁令预测:商业赛道极有可能会在公开赛道日(track day)彻底封杀此车,防止业余车主在赛道上像疯子一样横冲直撞。 --- ### [17:28](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1048s) “弹跳车”还是“飞行车”?杰森一家梦想与保时捷 Mission X 的鲜明反差 对于冷气推进器在日常生活中的微小用处,主持人开玩笑称最实际的操作是在抢车位:当两辆车同时看到一个侧方停车位时,开启喷气直接横移浮空砸进车位。他们还构想了一个更好的营销特技:像网红 IShowSpeed 飞跃兰博基尼那样,让一台 2019 年未交付的老款 Roadster 全速冲向新款,新款原地起跳直接从其头顶跨越。然而,在探讨该车是否代表了《杰森一家》(The Jetsons)中那种招手即来、带人飞行的未来时,两人产生了分歧。目前的演示充其量只是向前迈进了 1%——它只能浮空 2 秒,如果能在空中维持 1 分钟才算达到 5%,而真正的飞行汽车至少需要维持 20 到 40 分钟的连续巡航。 如果只能滞空 20 秒越过拥堵车流,主持人毫不客气地将其定义为“弹跳车”(jumping car)而非真正的“飞行车”。与此同时,保时捷在同一天发布了 Mission S 概念车(或 Mission 系列),两者的同台竞争形成了巨大的观念反差。一边是特斯拉用推进器和风扇粗暴地推高技术边界,另一边则是保时捷展示了一种极致精致、毫无破绽却止步不前的经典工程,主持人将其精准地形容为“the most beautiful version of stagnation, right, in the Mission S.”这种极致的美丽,本质上却是一种令人唏嘘的创新停滞。 - 飞行汽车定义界限:只能浮空数秒的形态只能算“弹跳车”,真正的通勤飞车需要至少 20 至 40 分钟的续航。 - 时代缩影:同一天发布的保时捷 Mission 系列跑车被评价为展现了工业界“最美丽的停滞”,与特斯拉激进打破常规形成了鲜明对照。 ### [20:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1200s) 保时捷 Mission S 对决特斯拉 Roadster:复古情怀与激进创新的碰撞 主持人深入探讨了保时捷 Mission S 与特斯拉新一代 Roadster 的鲜明对比。保时捷 Mission S 宛如保时捷 959 与 GT1 的融合体,本质上是在回归车迷们心心念念却早已绝迹的造车风格,内饰质感甚至像高端老车翻新改造公司(Restomod)的作品。传闻该车将搭载一台水平对置发动机(Flat-8)或纯粹的自然吸气式 V8,但保时捷至今未正式确认具体引擎类型,这让双方看起来都像是在兜售“空气车”(vaporware)。主持人推测 Mission S 的量产进度会远比特斯拉 Roadster 快,有望在次年年底投产、2028 年开启首批客户交付。与主流汽车制造商常常忽视或无力满足用户需求相反,保时捷这次精准迎合了用户痛点,车身无屏幕的极简复古座舱、赛车座椅与安全带将情怀拉满。然而,这台车在美学与情怀上登峰造极的同时,在技术革新层面却近乎交了白卷。 ```mermaid flowchart TD accTitle: 跑车设计路线对比图 accDescr: 对比保时捷 Mission S 的复古保守路线与特斯拉 Roadster 的激进创新路线 subgraph Porsche["保时捷 Mission S(复古主义)"] P1["设计灵感:959 与 GT1 融合"] --> P2["机械内核:水平对置 / V8 传统内燃机"] P2 --> P3["内饰极简:无屏幕设计、赛车安全带"] P3 --> P4["核心定位:极致情怀,零技术创新"] end subgraph Tesla["特斯拉 Roadster(激进未来主义)"] T1["设计语言:融合 Cybertruck 与 Gallardo"] --> T2["颠覆推进:冷气推进器技术"] T2 --> T3["炫技定位:挑战跳跃与飞行边界"] T3 --> T4["核心争议:合法上路合规困难与跳票风险"] end ``` 相比之下,特斯拉则在彻底打破汽车工程的边界,试图通过冷气推进器等全新推进形式重塑汽车概念,带领行业冲向未来。一位主持人坦言虽然两款车的设计他都很喜欢,但他当天早上依然退掉了 Roadster 的定金,最大的顾虑就是担心它根本无法落地。就外观而言,直播间观众评价 Roadster 的前脸形似兰博基尼 Gallardo,主持人表示赞同并认为兰博基尼早已放弃了那种设计语言,特斯拉将其与 Cybertruck 的硬朗元素融合得相当帅气。不过,由于概念车取消了传统后视镜,它在目前的法规下完全无法合法上路。马斯克在 Model Y 和 Model S 上都曾想取消后视镜却受阻于法规,主持人甚至开玩笑称“取消汽车后视镜”足以成为 2028 年总统候选人争取单一议题选民(single-issue voters)的极佳政治主张。 - 保时捷 Mission S 融合了 959 和 GT1 的设计语言,主打纯机械质感与极致复古,几乎没有任何新科技创新。 - 两位主持人对外观各有所好:有人认为 Mission S 的车尾惊艳至极,有人则偏爱前脸与侧面线条。 - 讨论 Roadster 的量产难题时,主持人直言:“我唯一不喜欢 Roadster 的一点就是担心它根本造不出来,而且我觉得它会拖上无尽的时间,因为他们加入了太多疯狂的玩意儿。” --- ### [23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) 特斯拉 Roadster 预订门槛、技术虚实与马斯克的“双面人格” 随着讨论深入,主持人列出了特斯拉 Roadster 的各项定金细节:基础性能版目前需先付 5,000 美元,并在 10 天内补齐 45,000 美元定金(共计 50,000 美元);配备推进器的高阶版本则需在 10 天内补足 245,000 美元(全额定金 250,000 美元);至于具备飞行与极限跳跃特技的最终版本,目前仅限受邀用户预订,价格完全成谜。大家质疑推进器车型能否真正在现实中做到翻滚特技(kickflip),并指出推力气瓶的重新充气可能需要长达 24 小时,这使它更像是一个极其昂贵的“派对把戏”(party trick)。演示视频中的车辆内部完全没有民用座椅,底盘拆解图显示其内部基本上全是密密麻麻的赛车防滚架。 面对社交网络上对翻滚特技演示的狂热赞叹,主持人冷静地评价这只是一场高水准的“技术演示”(tech demo),根本称不上“iPhone 时刻”,因为乔布斯当年发布 iPhone 时产品很快就能进入市场销售。主持人随后剖析了埃隆·马斯克身上并存的极度分裂的人格特征:他既是改变世界的爱迪生,同时又是深谙人性的马戏团传奇巴纳姆(P.T. Barnum)。一方面他能吹嘘几十年后才可能问世的幻想科技,另一方面他又确实交出了全球销量冠军 Model Y、攻克了中国市场、实现了火箭回收并打造出好用的星链(Starlink)。针对有人翻出马斯克 2019 年与科技博主 MKBHD(Marques Brownlee)对谈时就预告过推进器跑车,并惊呼“我们活在模拟世界”的网络言论,主持人调侃道,一个人提前把规划说出来并在近十年后逐步兑现,这不叫活在模拟世界,这只是单纯的做计划。 - **基础版定金**:初始定金 5,000 美元,10 天内追加 45,000 美元(共 5 万美元),不配备特技推进器。 - **推进器版定金**:初始预订后 10 天内需支付总额 250,000 美元的巨额定金,交付日期未定。 - **飞行与特技版**:实行邀请制,售价未知,底盘极度轻量化并焊死防滚架。 - 评价马斯克的商业特质时,主持人精准总结:“埃隆同时扮演着托马斯·爱迪生和巴纳姆马戏团老板的角色;他是那个能搭起疯狂秀场、高谈阔论未来数十年科技的马戏团表演者,但他同时又能真真切切地交付出像 Model Y 这样全球最畅销、最成功的汽车。” --- ### [27:20](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1640s) 科技股暴跌与纳斯达克遭遇重创的一周 演播室气氛随后转向惨淡的宏观金融市场。周五科技股遭遇猛烈抛售,纳斯达克综合指数盘中重挫超过 2%,标普 500 指数下跌超 1%,道琼斯工业指数微跌约 0.34%。CNBC 知名财经评论员吉姆·克莱默(Jim Cramer)甚至将当天称为“全年最糟糕的日子之一”,并在节目中放话表示或许市场应该彻底清算掉那家爆仓的对冲基金,好在下周一重新轻装上阵。 AI 概念股当天面临巨大抛压,拖累纳斯达克指数单日跌幅扩大至 2.4%,使得该指数全周累计跌幅达到 4.7%。主持人指出,如果纳斯达克全周收盘跌幅超过 4.68%,将创下自此前关税风波危机以来最惨烈的单周跌幅纪录。在翻看《华尔街日报》的突发报道时,主持人还敏锐地发现记者因赶稿极度匆忙,竟把正文里的定冠词“THE”全打成了大写,幽默地调侃道:“这完全能让你感受到屏幕对面敲击键盘的记者有多么抓狂和愤怒。” - 纳斯达克指数单日大跌超 2.4%,创下一张多以来最为惨淡的单周表现。 - 标普 500 指数单日跌幅 1.09%,道琼斯工业指数下跌 0.34%。 - 纳斯达克全周跌幅达 4.7%,AI 核心板块资金大面积出逃。 --- ### [28:47](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1727s) 泰勒荣登《华尔街日报》与演播室欢闹收尾 在节目行将结束时,直播间观众纷纷在弹幕询问团队成员泰勒(Tyler Cosgrove)目前究竟还是不是实习生。主持人随即当场辟谣,透露泰勒从来都不是免费实习生,而且早在一年前就主动从大学退学,全职回到了节目团队。更令全场兴奋的是,泰勒刚刚登上了《华尔街日报》的正规报道。在一篇关于科技新贵聚会“畅饮啤酒(Cheeky Pint)”的深度商业观察文章中,记者引用了泰勒对于科技圈社交文化的拆解分析。 令人捧腹的是,《华尔街日报》的记者在报道中暗戳戳地“凡尔赛”了一把泰勒。记者写道,自己之所以没能把整期节目看完,是因为自己“在现实中还有生活(have a life)”,但 TBPN 的主持人泰勒·科斯格罗夫却把这些细节扒得一清二楚。虽然报道将节目的全名稍稍拼错了一点,但大方地直接将泰勒称为“主持人(host)”,连“联合(co-)”的前缀都省去了。最后,两位主持人在插科打诨中提前送上节日祝福,调侃美国人不必像欧洲人那样在天冷前忍受炎热,随时可以打开空调感受圣诞氛围,并在欢笑中宣布全周直播收工。 - 团队正式澄清泰勒早已不是实习生,退学后已是 TBPN 领薪水的正式联合主持人。 - 泰勒·科斯格罗夫的名字正式登上《华尔街日报》,其在报道中作为科技文化观察者被直接冠以“主持人(Host)”头衔。 - 谈及记者的调侃,泰勒与主持人笑道:“《华尔街日报》的记者说自己没看完节目是因为他有自己的现实生活,而 TBPN 这位叫泰勒·科斯格罗夫的主持人却全都看完了。” ## Notable quotes > [23:50](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1430s) 埃隆同时扮演着托马斯·爱迪生和巴纳姆马戏团老板的角色;他是那个能搭起疯狂秀场、高谈阔论未来数十年科技的马戏团表演者,但他同时又能真真切切地交付出像 Model Y 这样全球最畅销、最成功的汽车。 — John Coogan > [20:00](https://www.youtube.com/watch?v=Giy8Fl5bKPA&t=1200s) 我唯一不喜欢 Roadster 的一点就是担心它根本造不出来,而且我觉得它会拖上无尽的时间,因为他们加入了太多疯狂的玩意儿。 — John Coogan ## Mentioned John Coogan, Jordi Hays, Tyler Cosgrove, Nathan Fielder, Elizabeth Holmes, Billy Evans, Peter Thiel, Liz Wessel, Elon Musk, Ron DeSantis, Jim Cramer, Marques Brownlee, You Can See Everything, TBPN, Theranos, First Round Capital, Ramp, A24, Tesla, Tesla Roadster, Cybertruck, Model Y, Model S, Optimus, SpaceX, Starlink, Porsche, Porsche Mission S, Porsche 959, Porsche 911 GT1, Lamborghini Gallardo, McMurtry Spéirling, Codex, S&P 500, Nasdaq, The Wall Street Journal, CNBC ## 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 Chapters: 00:00 Nathan Fielder’s Elizabeth Holmes Movie Review 06:26 Tesla Roadster Reveal + The 2028 Production Letdown 10:21 Flying Cars, Kickflips + The Roadster Demo Tier List 15:06 Could the Tesla Roadster Beat an F1 Car? 19:47 Porsche Mission S vs. Tesla: Nostalgia vs. Innovation 23:50 Roadster Deposits + Elon’s Hype vs. Reality 27:20 AI Stocks Sell Off + The Nasdaq’s Rough Week 28:47 Tyler Makes the Wall Street Journal [Source](https://www.youtube.com/watch?v=Giy8Fl5bKPA)

Source quotes

[23:50] John Coogan: 埃隆同时扮演着托马斯·爱迪生和巴纳姆马戏团老板的角色;他是那个能搭起疯狂秀场、高谈阔论未来数十年科技的马戏团表演者,但他同时又能真真切切地交付出像 Model Y 这样全球最畅销、最成功的汽车。 [20:00] John Coogan: 我唯一不喜欢 Roadster 的一点就是担心它根本造不出来,而且我觉得它会拖上无尽的时间,因为他们加入了太多疯狂的玩意儿。

Source quotes

[23:50] Elon is simultaneously Thomas Edison and Barnum & Bailey.

Original transcript

[0:00] Why do you call it the capital of capital, Jordy? Why do you feel that way? Why do you think that way? We're of course referring to You Can See Everything, the fun Nathan Fielder movie that we saw yesterday where he always asks the follow-up question, asks why do you feel that way? Why do you say that again and again and again? She never hit him with the why questions are overdetermined. She should have hit him with the why questions are overdetermined. That would have been the drug card that just aced. Got him. Yeah, he would have been. Nathan Fielder paced this one simple trick. He would have been stunlocked, yeah. Yeah. But a Nathan Fielder PT crossover would be incredible. That's the next movie they got to do. Yeah. deep diving the Antichrist, figuring out all the questions there, that would be so fun. That is, I think, the only way that you could one up this. Yeah, no. So I mean-- It's maybe even too inside baseball, right? Because this was such a big story. A decade ago. Yeah, yeah. Everyone knows and they've seen the show and stuff. But yeah, I mean, I'm pretty much a 10 out of 10 on the movie. I thought it was fantastic. I really, really enjoyed it. We went with a bunch of folks and thanks to everyone that came out and hung out with us. It was a great time. And it had a big impact on us. We ditched the. IEMs yeah, we're gonna be using these headphones now going forward anything we're also gonna be shooting like this yes and the whole show. Cinematography was incredible. There's a lot of debate going on in the studio on how much VFX was involved, how much cinematography and actual lighting equipment was involved, because every shot is beautiful. It's perfectly lit, and yet they're in these tight spaces, this small beach house in Del Mar, and it looks incredible. And my thesis is that... just The cameramen are as good at what they do as what Nathan Fielder does. Like, they are just experts of their craft. They use the best tools. They got incredible cameras. incredible lenses. and they went in there and they shot. beautifully even with some crazy lighting at times they figured out how to make it amazing and maybe there's color grading after the fact but i i was i'm sort of skeptical of the theory that like before every scene they went and set up a bunch of 10 by 10 diffusion and shot a bunch of light through maybe there's some stuff going on outside pushing through windows but it seemed pretty natural to me and i think they're just really good at making it look beautiful but yeah A24 people who I think they cast them, they cast actors. I don't want to spoil anything, but there's some A24 references that are fun and everything about it is incredible. So highly recommend going and seeing it. Probably stay spoiler free if you can because It's a fun wild ride. Yeah, the thing is that I think you could know exactly what what happened. Yeah. And it would still be wildly entertaining. Like the whole concept is just so absurd. Yeah, it is. If you followed Nathan Fielder across his career. Yeah. This makes sense as a natural progression. Totally. And yet, at the same time, it's unbelievable that all these different pieces came together. Yep. And various groups, like, agreed to do something like this. 100%. Being Billy. and Elizabeth. It is just almost unbelievable. Yeah. When the trailer came out, a lot of people were asking like, why would she agree to do this? And I really think it's like, you're serving 11 years in prison, there's nowhere to go but up. Yeah, your view was like, there's no real downside, all upside. And I think people will come away from this generally having a lot more like, regardless if you think she was guilty. or not. You're going to come away feeling bad for her. And the whole situation, right? Yeah. The days and days and days of scenes with her and her children. These shots, these shots, you know, the final shot before prison where she says... She does her, you know, pump is pumping breast milk for the children, saying like, bring it back. Are you guys laughing at the framing or just what Jordy's saying? I'm so confused. Sorry, it's very distracting. Okay, Liz Wessel, Ramp investor over at First Round. Big news from Ramp. Eric Kleinman's coming on the show today. But she took 150 founders, investors, and builders to an early screening of the movie. She polled 16 of them and 14 out of 16 came away saying they are more positive on Liz Holmes. Doesn't mean they're fans, just means that they thought less negatively of her. That sounds like it works. 14 out of 16. So she took 150 people, very odd methodology Liz. I mean nice that you did this, it's interesting content, but you should have pulled off 150. But instead she pulled 16 sort of casually and she asked them some basic questions. Do you feel better or worse about Elizabeth Holmes after seeing this film? 14 said more positive, only one said more negative and one didn't change. But all 16 said they felt more negative about [5:00] Billy, and there's some other data there that we'll kind of leave. But you can go check it out. Anyway, don't miss it. Go see it this weekend. The spoilers are just going to keep trickling out. And it's just fun seeing it in a packed theater because everyone's laughing at different moments. Everyone's gasping at different moments. You can feel people leaning in at the same time. In many ways. Yeah. Like, it was riveting. It was, like... you know, funny at these. Because the production is just so funny. We're dying back here. I'm glad we have this tool now. But no, no, I agree with you. Someone just texted me and said, Apparently-- What did they text you? Apparently my wonderful wife texted the team telling them the show is messed up. We were zoomed in. That's hilarious. I will be going back to see it. I'm seeing it tonight again. You are? Yeah. Amazing. Yeah. Very cool. Yeah, we'll be going back as soon as possible. But the whole thing was, yeah, completely psychedelic. in my experience. Yeah. And Just a very... It was kind of strange for me because two hours into the movie, there was a fire that got started somewhat near my house. And so I started getting calls and texts about that. And then I ended up kind of like my attention ended up trailing off. So I have to go see it again. But really an incredible work of art. It feels like a movie can see-- --instant classic. --instant classic, yeah. Very, very fascinating. Well, I think we can zoom out. This is a tool that we can have in the tool chest. We can go back to the normal lighting. and the normal level of Zoom, because I got a big reveal, because what am I wearing today? I got the Felper and the Get Award, because your boy put down $5,000 hard-earned dollars. on a Tesla Roadster reservation two days ago and I think I got to refund it because the demo is incredible. but it's not starting production until 2028. I was under the assumption that this was the launch of the Roadster, that this was not the reveal. Maybe I just read the tweets wrong and I wasn't dialed in or something, but I thought it was like, okay, this is the start of production. They're producing them now. They're going to show what's happening, show the final design, and then be like, yeah, and the people that have been waiting seven years, they're getting theirs next month and then a couple months later. And if you just signed up six months. Going into production. - Absolutely incredible feat. - Yeah. - Amazing. - Amazing show. Absolute cinema. - Yeah. wonderful that they're doing this. There's a bunch of stuff that I really love about it. But dropping like The car will be going into production in 2028, which is completely insane. That's how I felt. It was rough. I want a fun Tesla now. Like, the self-driving technology is so cool, I just want it now. If you gave Tesla a quarter million dollars in 2017, And if you would just put that in the S&P, you would have multiples of that by now. Yeah, you'd be with it. And then there's this big event. The event gets delayed again, two weeks. And then, yeah, we're making the car, but it's going to be going into production in 2028, which easily means it could be like... It could be delayed. It could be. Well, no, I just, like, it could be getting deliveries at the very end of 2028, potentially 2029. It could start production December 20th, 2028, and that's not a violation. And then production could run for, like, four years. So if you're later in the queue, it could take a long time. That happens with special cars all the time. Elite. We lost. We lost. But the other thing is that it just felt like they re-raised the stakes so much by being like, we're going to put cold gas thrusters and rockets on it. It's going to be able to do kickflips. All you had to do. Yeah, all you had to do was beautiful car that goes fast. Beautiful car that goes fast. I was trying to imagine. So the reason that you do this now, even though the car is not actually ready to announce at all, is... pressure from the probably 10,000 plus people that-- reserved this car a long time ago, and it's getting kind of annoying. You feel like I'm not delivering on something that I said. And two, to kind of like make the Tesla-SpaceX merger, like start to... build towards that. I like that thesis a lot. That feels like why you would do this now. Otherwise, like, you don't need to announce a car that you're not making for two years. Yeah, when they open the car, door for one of the cars because I think some of the cars don't have seats, some of them do, some of them are, can be drivable, some of them can just do kickflips. There's a whole variety of products that they're demoing and then they'll bring everything together over the next two years, hopefully. But When they open the door and they're like, there's someone inside, it's a spaceman, he's in the spacesuit. It's like, okay, that's a SpaceX product in there as well. It's not just the thrusters. And then I was expecting almost like an Optimus in there, but I forgot that Optimus is technically a Tesla project, not a SpaceX project, but it feels like a SpaceX project now because it's SpaceX AI or SpaceX SI. And so when I think of like robotics and artificial intelligence, I think SpaceX more than Tesla now. So it's like these, these kind [10:00] - Companies are destined to be young, right? - The contrast between how incredible the show and the spectacle was and the demo and the technology with the delivery from Elon, and the two other guys. A lot of dead air. The most awkward delivery in so many of these semi-awkward moments. Let's talk about everything that we love about it. Also, predictions. Because if you remember yesterday on the show, I predicted that it would be able to lift off the ground. I said something like six feet. It clearly does more than six feet. That was my prediction. I did not predict ramps. I said ramps everywhere. Ramps everywhere, and that's exactly what we got. I mean, it's just one big ramp, but it's effectively ramps everywhere based on... I think this totally counts. Insane that it can go upside down like that. The McMurtie Sperling can actually do something similar with just fans. Should we do a tier list? I think it's time for a tier list. OK, I like this. Let's get a tier list going. OK. OK, juvenile. I'm going to start with juvenile humor. All the jokes about. All the sucking related jokes. Sure, sure, sure. I'm going to put those at F tier. F tier. Completely unnecessary. Okay. The childish humor is after you. What about just the fact that it went on the ramp up to the top before it did the kickflip. That is so insane. That is S tier. Yeah. The thing about watching it is even seeing it live. Yeah. Yeah. Part of I think it was super smart that they had a live audience and everyone there to see it and all this stuff. But because it looks like it's breaking the laws of physics-- IT'S NOT A LITTLE BIT. It just it doesn't feel real. just for that reason. Which is, that's S tier. Okay. Breaking the perceived laws of physics. Okay. Mark in the chat says I expected more. What did you expect? Your goalposts in the atmosphere. in the stratosphere. What are you doing? That's crazy. What about the rumor that IT WILL -- be able to beat an F1 car Okay, this is what I love. The flying stuff is cool but irrelevant if you're a buyer of this vehicle because I think they maybe ship it to a handful of friends of Elon's, influencers. I'm thinking people like Whistlin' Diesel. You know that Tesla hates him, right? He's the Cybertruck thing. Oh, right, right. Oh, yeah. No, he is public enemy number one. Okay, so not Whistlin' Diesel but maybe some car influencers and they do some demos. Yes. But it was very clear during the thing, as he started saying, I was writing some of this stuff down before they actually released these specs. But he says, Not sure it'll be legal in all jurisdictions, but it will be a car that someone can own. And I'm just thinking, OK, it's like a... not a road legal car. And so all the flying stuff, completely irrelevant to people like you and me that put down A deposit to actually get a car. So Ron DeSantis chimed in and said, like, we're going to make this thing legal in Florida. And I think it's actually pretty easy to what? Isn't that amazing? I do not, as much as I want flying cars, I don't want... to be in traffic with someone that has this capability. But what if it's geofastic? That's just because they're going to mog you. That's because you would be getting mogged. Watch out. What about-- would you be OK if it was-- There was there's never been an explosion of the tank and It's a very highly pressurized 10,000 PSI tank, and it's geo-fenced so that if you're on a public road, you cannot take off, you cannot engage the cold gas thrusters, but you can just drive it like a sports car. But one of these pulls up next to you. Yes, there is a highly pressurized tank there. But the software is limiting it on street roads. Are you okay with that? Anyone will be able to jailbreak it with Codex. Ooh, okay, okay. I like it. I'm sorry. Yeah, it's just the way that it works currently. It gives you one and a half to two seconds of airtime. real utility to it. It's purely-- What if a bridge collapses? And you need to get-- DAN GALPIN: Yeah, there is a video. We do have a video of that. We should pull it up. Yeah, the Ultramate. ultimate usefulness. But I think that there are two real utilities, and this was a tech demo that could fork into two paths, and maybe both. Maybe it'll try and do both. But one is, what if, yes, this is the real most likely scenario where you'll want this car, you're driving along a very long bridge, and it explodes down, and you engage the cold gas thrusters. and you save your life. What is your life worth? A couple of years on a Tesla Roadster waiting list and $250,000 of your hard-earned cash in Tesla's bank account. Easy price to pay. Anyway, there's a fork in the road right now. And I think Tesla's trying to do both. And they might succeed. By the way, in 89, the Bay Bridge had a bunch of damage. [15:00] Someone did drive over it. - But they didn't, that's crazy, okay. - And it was fatal. - And that's only 89. So, yeah, our infrastructure is crumbling, right? We haven't reindustrialized yet. This is a good value prop. That's value prop number one. Value prop number two is I think this car can actually, if they really design it for it, do a sub-five-minute Nürburgring. I think that with the fans and the thrusters, when you're on the straights, you're actually a rocket car. You're never leaving the ground, and it's designed to keep you on the ground. So it's sucking you to the ground so you're going around the corners really fast, Evo territory with a car that's like from a manufacturer. And I don't know if it's road legal But... I think that they might put up like an actually insane track performance from this thing. Yeah, by teasing, by teasing the lap time at Coda, that was like the best Easter egg of the whole thing. Exactly. Because. Again, there's two ways to view yesterday's demo. There's just like shock and awe, it's crazy, Colt VLAN, it's amazing, the car is flying, all that stuff. And then there's like, I-- want to get this car or I'm considering buying this car. what is it actually going to do for me? And creating massive amounts of downforce and being able to put up F1 style lap times. is insane and is very exciting and actually... the things that they kept hinting at were like, this is a driver's car. Yeah, yeah. And that's what I loved, right? And I think that a lot of the people that are that have reservations will be excited about that. And so-- That obviously was just like a minor detail compared to the whole circus. Yeah. But that's what I think is actually cool because no other car manufacturer would do this in that way. Nor would they add the thrusters to the rear to help with that. 0 to 1 time? There's a lot of questions that that you immediately start having of like, do you think tires would last like one lap if you're pushing it at Coda? Yeah. Like it would probably, like they would probably just be completely shredded after a single lap. I think it's just get the record. just max the record. It's like 0 to 60 times. DAN GALPIN: And then I was starting to think about it, tracks will 100% ban these from public track days. Because can you imagine like your average roadster owner just like heading down to their local racetrack and being like, I'm going to go out for a public session. And they're just like driving like an absolute banshee. He was gesturing towards like flying car, flying car, flying cars here. And yeah, I can only fly for two seconds. but you could see a world where you are actually able to deploy this as a flying car adjacent technology It's really far from that, but there is a world where Like my example was like parallel parking or like or like jumping the car somewhere, like not quite the bridge mode and also not like I'm taking this from L.A. to San Francisco. But the obvious use for the thrusters in daily life is. two cars are pulling down a street and there's one spot available that you're going to need to parallel park into if you see somebody pulling up to that you hit the thrusters, just float into the spot, land perfectly. You know what actually would have been a really awesome demo? Have you seen those videos of-- I think it's I Show Speed jumping over a Lamborghini, going full speed at him, and he jumps over it? If they'd done that with two Roadsters, like the old Roadster from 2019 that they never released, like driving straight at it, and you're like, it's going to crash, and then he goes, and jumps over it, that would be cool. But I do think that like This is 1% closer to You get in the Jetsons feature, like you get in the car and you say, take me there and it flies you there. There's a lot that needs to happen. You need actual rockets on board. You need sustained thrust. You need a lot more. But if we were-- This is clearly like... one notch towards... okay, yeah, your car actually just flies you from one place to another. I don't know. What do you think, Todd? Only 1% closer? I think this is one. I mean, it goes for two seconds. You're going to be in the car for two minutes. Do we know that? Or, like, the demos were very short. Yeah, yeah. And presumably, it can go for 20 minutes. But can it go for one minute? Did they actually say that? One minute would be 5% of the way there. from a 20 minute flight. And I think you're going to need, I think to be flying car, you're going to need to be in it for like 40 minutes. You're just going to blast off and just coast and land. It launches you with such force. I mean, you only need launching if you have some kind of glider mechanism. Then you don't need more thrust. Yeah, yeah, yeah. I mean, he's channeling the James Bond car. I don't think anything's off the table over the long haul. But again, this is like 10, 20 year vision. Like if I have a car and I'm in a ton of traffic and I can jump over that traffic for like 20 seconds, that counts as a flying car. No? Yeah. That's a jumping car? Yeah, that's a jumping car. I only was a flying car. Anyway. So I actually think it was amazing that the Mission S launched the same day. Yeah. Because it was like, the most beautiful version of stagnation, right, in the Mission S. in that-- in that [20:00] The Mission S is some combination of the Porsche 959, and the GT1, and there's some other influences in there. But fundamentally, it's just like a car that just sort of returns to the kind of cars that Everybody wishes were still being made, right? Like in some ways, like the interior looks like it could have been done by like a resto mod. company, right? And so, and it's just going to have like a vanilla V8, is like at least the rumor. And so-- It's flat A, but yeah. Flat A. Maybe. They didn't confirm it, which is crazy. They're both doing vaporware. It is... It's crazy that they've been working on the mission for so long and they can't tell you what type of engine is inside. I think they'll just... they'll I expect the Mission Fs to progress a lot more quickly than the Roadster. When do you think it actually will be delivered to? I would expect a-- First one, customer delivery, human driving it. I would hope that they go into production next year. Me too. Like at the end of next year. Me too. So like 20, 28 deliveries. That'd be amazing. But that being said, it was like stagnation, but it was perfect, right? Like they listened to their customers, which-- Automotive manufacturers have-- for better or worse, not been doing or been sort of unable to. And there was just so many details to that car that are just amazing. almost every single angle is great. I've noticed like, Everyone has a different-- favorite angle. There's not one. To me, the rear end of the car is just absolutely incredible. Saw some people that didn't like that. Some people like the side. I don't like the side nearly as much as... the front and the rear. But regardless, like, absolute perfection, but basically zero innovation, right? Like, everything that really draws you in, like the seats, right, and the harness, and the fact that it doesn't have a screen, right? It's all about... going backwards in time. And I think that's amazing. And then I think that Tesla-- pushing the boundaries and like trying to reimagine the car, adding like new, forms of propulsion, right? Like the taking us into the future while Porsche just sort of returns. in a beautiful way. I thought the contrast was amazing and I think that it's okay to like both cars, even though I canceled my order this morning at the Roadster. Yes. Fell for it again. I like the design of both. The only thing I don't like about the Roadster is just like, I'm worried it's not going to show up. and I think it's just going to take so long because they added so much crazy stuff. It'll take forever. Rx says the front of the roadster looks like a Gallardo. I think that looks cool. I think evolving the Gallardo language is great, and I think that Lamborghini has kind of like – shirked that responsibility, seeded that territory. So I think this is fine. There's a little bit of Gallardo in there. There's a little bit of Cybertruck in there. I'm in. It's awesome. I think it looks great. Yeah, obviously nowhere near street legal. You need mirrors. We've had this debate a million times. Every concept car takes the mirrors off. It looks amazing. And then you got to put them back. And Elon would have figured out how to take the mirrors off of the Model Y and the Model S if he could, because no one likes the mirrors. No one uses those anymore. But the laws are the laws, and he hasn't been able to figure out his way around them. And I don't think it's going to start now, although... That seems like something you get maybe some single issue voters behind candidate in 2028. specifically on removing the side mirrors. good for emissions. good for aesthetics. It's a win-win. two-party issue. AND I THINK THAT'S A LITTLE BIT. Anyway, what do you think of the wing on the back? I think the rear of the vehicle is where it shines. I think the side profile and the front are horrific. I'm not sure. So overall, very, very cool. Let's close this out, give you some facts. The Tesla Roadster pricing, you put a $5,000 deposit now, down now, for the default performance level, which does not have the THRUSTERS, THE It can't do kickflips, but it is... Tesla's fastest, craziest sports car at the moment. That's going to be a $45,000 deposit within 10 days. The thruster model requires you to put $245,000 down for a total of $250,000 within 10 days. Then you've got to wait. And the flight model is unknown and it's invite only at the moment. So the thruster model can't do the kickflip. The one that they want to do the kickflip, the one that wants to actually fly, we don't know the pricing. We don't know where that's going to... land I'm actually not that worried about pricing just because SpaceX and Tesla are really good at making things pretty cheap, so I-- like if they can get this out, and they can get it to be $250,000 you know, a million dollars, you'll see them and they'll be popular and they'll be cool. Again, the flight stuff feels like very limited, and then it's like, Are you going to have like a new type of track day where you can go do kickflip? [25:00] all day in your car, is that going to be appealing? Because-- Well, no, I'm expecting the gas recharging for the thrusters to take like 24 hours, you know? So you're going to... I mean, it really is a really good party trick. But after seeing... Can you imagine the experience of being in the car for a kickflip? It would be extremely violent. But I don't know. You just wear a helmet and... five-point harness or something. Yeah, I don't think, I mean, there wasn't anyone in the car, but I don't even think the inside of the car that the kickflip, like, has seats. Like, I think there's some pictures of the underside, and it looks like, It's basically just all a roll cage. We can pull up this one from-- Zarin Doob. A lot of my timeline last night were a bunch of suckers who fell for this very expensive parlor trick without asking any questions. and it's quite disappointing. this sort of grid, maybe an empty shell in there. Doesn't really matter. It is a tech demo, but it's not the iPhone moment, because the iPhone, of course, was available after it was announced. And so, I don't know. It's a very interesting dichotomy. Elon is simultaneously Thomas Edison and Barnum and Bailey. He's the circus entertainer who can, who can put on a crazy show and talk about what technology will be like in you know, 10, 20, 30, 40 years, but then he can actually deliver like the most popular and successful car in the Model Y and become the most popular car in China even and actually land the rockets and get Starlink to work, I use it on planes. Like the technology is real, and then the hype is also fake, but both exist at the same time. And it's very rare to see that in a entrepreneur, in a founder, in the modern era. Most people are either All style or all substance, he's both, which is interesting. The last thing I would say is somebody... People were pulling out this post from Elon in like 2019. With Marquez. Yeah, with Marquez. Describing exactly what the Roadster would become. And there were a bunch of viral posts being like, oh my gosh, we live in a simulation. Yeah, yeah. because he just said what he was going to do and did it. It was so funny because I was like, are we living in a simulation because he just said in 2019, I'm going to do this and then eventually, and then he did it a decade later. That's just called planning. That's just a prediction. I wanted to distract you from the absolute disaster that we've had today in the markets. Oh, it's rough. What's going on? Jim Kramer says maybe we clean out this blown up hedge fund and start fresh on Monday. Okay. So NASDAQ is down 2.14 percent. S&P 500 is down 1.09 percent. And the Dow Jones is down just one just point three four percent. But lots of. Kramer called it one of the worst days of the year. Yeah, NASDAQ nears biggest weekly loss in more than a year. Tech stocks are falling sharply Friday. Remember, you got this alpha from us yesterday because if you paid attention to the stream, the stream title was sell everything. including your dollars, it's over, over. And it looks like it is in fact over over, but maybe we'll clear out this hedge fund. and we'll be back on Monday. We'll see. AI-related shares came under new pressure, pushing the NASDAQ down 2.4%, which leaves the benchmark down 4.7% for the week. If the tech-heavy benchmark finishes down more than 4.68%, it will be the worst week since the tariff meltdown. I like that in this Wall Street Journal report, they were hammering this out so fast, they capitalized the... T H E. All caps for some reason. I think it's just a typo, but it lets you know that a human was hammering this out and saying, I'm mad. I'm angry. This is crazy news. Anyway, there's a bunch more stories, but we'll get to them on Monday. Thank you. 2.6 says, wait before you guys go. Is Tyler still an intern? Newsflash. Tyler has never... actually been an intern. There's always Paid. And he dropped out of college. like How long ago? A year ago? I think it was the original deal. He had to go to school for a decade, so... He turned that down and came here. Came back. Yeah, I don't actually know your official title. Co-host. Oh, I mean in the Wall Street Journal, just host. They didn't even hit you with the co. Tyler Cosgrove was featured in the Wall Street Journal. One of us. One of us. He made it into the journal. Very, very, it's a big moment. The first time you get in the print edition, did you actually get the copy of the print edition? Did you see if you made it? We didn't get it delivered that day, so I don't know. Somebody stole it. But I don't think it was in the print edition. Okay, well, we should figure that out. But Tyler is in the Wall Street Journal. You can go to WSJ.com, sign up. You can search his name. And he was in the article about Cheeky Pint and how the tech works. Elite are drinking beers, and Tyler broke it down. Do you have anything else? They sort of, they sort of mogged you a little bit, didn't they? Well, in... Got him. Okay. [30:00] The writer said... He didn't watch the full episode because he was alive. But Tyler Couch is a... Jim, here's the breakdown song. Yeah, yeah. That's great. Yeah. The Wall Street Journal said they journalists said I didn't watch Cheeky Pine because I have a life. But this guy over at TBPN, this host, Tyler Cosgrove, did. And so he hits you with the host, hits you with the full name, spelled it correctly, got the name of the show slightly wrong. But it's OK. We'll hit them with a correction for that. But we love The Wall Street Journal and we love you all for tuning in. Christmas is always hottest before it gets cold. It's always darkest before dawn. It's always hottest before the snow falls. It's always hottest before the snow falls. Yeah, there's no, you have control over, we have invented air conditioning. We don't live in France, we live in America. You have air conditioning. We love you guys. Have a great weekend. If you want to get Christmasy, just turn on the air conditioning. Good night. Good night.