Moderna Drops 26% as Leaked Cancer Data Miss Phase 2 Benchmark

Moderna泄露癌症数据未达2期基准致股价暴跌26% Moderna股价大幅跳水，原因在于投资者此前已消化优于早期49%风险降低数据的预期，导致临床上尚算坚实的42%结果和6个月的起效滞后演变成市场的直接失望。 主持人深入剖析了Moderna因个性化mRNA癌症疫苗3期试验数据过早泄露而导致盘中重挫26%的事件，该数据未能达到市场的高期望，并将其与散户网红Togi受梦境启发进行疯狂期权反向操作并获利的经历进行了对比。他们还讨论了唐纳德·特朗普据称想为大西洋改名的想法、Joe Lonsdale使用Grok获取育儿建议，以及Scott Wu惊人的心算演示。节目后半部分涵盖了麦迪逊广场花园在钓鱼测试中用虚假总冠军戒指戏弄尼克斯队员工、Quest Diagnostics大规模医疗数据泄露、价值1250万美元的阿拉斯加偏远豪宅，以及Palmer Luckey为军用恐狼构想的生物技术愿景。 Oncology Central过早泄露的一项3期癌症疫苗试验结果显示其降低了42%的风险，低于市场此前消化的49%的2期基准，导致Moderna股价盘中暴跌多达26%。 (1:16) 散户交易员Togi仅凭直觉梦境以及直播中与Claude的互动，在数据泄露前数小时内将看涨期权多头头寸转换为价值50万美元的Moderna看跌期权，斩获了巨额反向暴利。 (9:24) 麦迪逊广场花园因开展内部网络安全钓鱼测试而引发众怒，该测试向员工提供定制的纽约尼克斯队总冠军戒指，点击链接者随后被强制要求参加安全培训。 (19:54) Quest Diagnostics披露了一起重大网络安全违规事件，其Quantum Lab Service Manager接口遭到破坏并泄露了患者健康数据，全美约半数的医疗诊所和医院都在使用该接口。 (24:57)

TBPN explores how market overreactions, workplace psychology, and emerging biological concepts intersect across corporate America, ranging from Moderna's stock drop following leaked cancer trial data to extreme corporate cybersecurity tests and speculative military bioengineering. Moderna Cancer Vaccine Leak and Market Fallout (1:16) Moderna shares plunged 26% intraday before finishing down 18% after medical publication Oncology Central leaked embargoed Phase 3 clinical trial results on October 2. The trial, conducted across 1,037 cancer patients in combination with Merck's Keytruda, demonstrated a 42% relative risk reduction in cancer recurrence or death. While clinically meaningful, this underperformed the 49% risk reduction benchmark established in Phase 2 trials, which public markets had aggressively priced in. Furthermore, the therapy requires roughly six months to begin working, limiting its efficacy against rapidly spreading aggressive cancers in favor of slower recurrences. The volatility was mirrored in retail trading, highlighted by online personality Shane Stouffer (Togi). After initially betting long based on Anthropic's Claude analysis and supposed prophetic dreams of a $275 share target, Stouffer panicked amid early market softness, took a $200,000 loss, and rotated $500,000 into put options mere hours before the leak occurred. The unexpected timing netted him a massive windfall, exemplifying how narrative-driven sentiment and chaotic retail positioning clashed around the biotechnology sector's complex clinical data. Deceptive Phishing Tests and Critical Health Hacks (19:54) Corporate cybersecurity crossed controversial lines at Madison Square Garden, where executive James Dolan's security directives led to a deceptive internal phishing test. Business operations staff, excluded from receiving authentic New York Knicks championship rings, were emailed an offer to select complimentary personalized rings. Employees who clicked the link were immediately assigned mandatory cybersecurity training instead. While critics called weaponizing employee attachment cruel, others argued that malicious actors deliberately exploit emotional moments in real-world social engineering. Simultaneously, genuine cybersecurity vulnerabilities materialized at Quest Diagnostics, which serves roughly half of U.S. hospitals and clinics. Intruders breached the Quantum Lab Service Manager, exposing protected health information (PHI) and personally identifiable information (PII). Although laboratory operations continued uninterrupted, the breach highlighted the systemic exposure of sensitive patient files to extortion and misuse across centralized medical networks. AI Adoption and Frontier Tech Culture (14:32) In the technology and venture landscape, high-profile figures are increasingly integrating AI into unconventional workflows. Venture capitalist Joe Lonsdale appeared on CNBC directly from a private aircraft to reveal that his household uses xAI's Grok—nicknamed 'Tradbot' by his family—to organize schedules and manage developmental milestones for his six children, such as optimizing how to 'deprecate the binky.' The segment underscored how frontier tech jargon and automation tools are bleeding directly into personal domestic routines. The show also highlighted the intense cognitive competition within top venture networks, citing Cognition AI CEO Scott Wu. Wu showcased elite mental math techniques on camera, effortlessly manipulating random cards into target figures. Commentators pointed to his storied history of playing chess and poker against Founders Fund partners Peter Thiel and Napoleon Ta while negotiating investment terms as emblematic of the high-stakes, intimidation-driven intellect favored in Silicon Valley's elite tiers. Alaskan Mega-Estates and Military Bioengineering (27:54) The Wall Street Journal featured a 147-acre compound in Palmer, Alaska, listed by Troy Dana of Fay Ranches for $12.5 million. Built by retired developer Richard Stryken, the estate includes a main ranch house, guest quarters, vegetable gardens, an orchard, and an on-site private helipad framed by glaciers. With daylight dropping to five hours during the winter solstice, the remote property prompted discussion regarding potential buyers seeking vast land tracts for unconventional projects. Among the theoretical buyers discussed was defense technologist Palmer Luckey, alongside Ben Lamm of the War Hound initiative. Luckey has publicly advocated for treating biology as an engineering hardware platform rather than developing traditional biochemical weapons. His proposals include engineering 600-pound Pleistocene dire wolf equivalents carrying 150 pounds of armor, combining Arctic wolf physiology and high-altitude endurance with domestic canine temperament to achieve an estimated 100-fold increase in combat survivability compared to conventional 150-pound German Shepherds. The broadcast highlights how market expectations frequently divorce from operational and scientific realities, whether punishing positive medical advances that miss speculative targets or justifying ruthless social engineering to safeguard enterprise systems. As technological ambitions expand into autonomous parenting and bioengineered defense hardware, public comprehension and institutional ethics remain challenged to keep pace.

本期节目梳理了近期生物医疗、科技文化、企业网络安全以及国防生物工程领域的一系列动态，重点讨论了 Moderna 癌症疫苗三期临床数据泄漏引发的市场震荡，以及企业管理和前沿技术在现实应用中引发的争议。 Moderna 疫苗数据落差与散户期权豪赌 (1:16) 据《华尔街日报》报道，Moderna 与默克 Keytruda 联合研发的个性化 mRNA 癌症疫苗在经历长期保密后遭遇数据泄漏。该技术通过对患者肿瘤进行基因测序并定制 mRNA 疫苗，以促使免疫系统清除术后癌细胞。在二期试验中，该疗法展现了 49% 的复发或死亡相对风险降幅；但在涵盖 1037 名患者的三期试验中，医疗媒体《Oncology Central》于 10 月 2 日提前披露的数据显示，该风险降幅实际为 42%。尽管医学上该疗效依然积极，但由于低于市场此前计入的预期，且数据显示该疗法约需六个月才能建立临床疗效、难以应对侵袭性肿瘤，Moderna 股价盘中暴跌 26%，收盘跌幅达 18%。 伴随股价异动的是散户交易圈的极端投机行为。网络健身与博彩博主 Togi（Shane Stouffer）在社交媒体情绪普遍做空该股时建立多头，声称自己依据两次“预知梦”预测股价将冲上 275 美元，并通过 Anthropic 的 Claude 模型临时了解该公司的业务逻辑。在试验数据泄漏前夕，Togi 因股价波动恐慌割肉，承受近 20 万美元损失后随即转入 50 万美元买入看跌期权。数据早泄引发股价下挫后，他在未获官方最终公报前斩获巨利并在社交媒体上炫耀战绩，成为散户凭直觉进行高风险期权交易的典型案例。 科技精英舆论：大西洋改名传闻与 AI 育儿实践 (13:07) 节目探讨了科技与政商名流在公开场合的奇闻轶事。唐纳德·特朗普透露，他曾向谷歌首席执行官桑达尔·皮查伊提出行政提议，试图将大西洋更名（可能命名为“美洲洋”或类似名称），但皮查伊以“大洋跨越诸多国家”为由积极劝阻了他。主持人借此调侃美国互联网日益呈现出定制化、本土化的信息茧房趋势。 在科技投资界，风险投资人乔·朗斯代尔在私人飞机连线 CNBC 节目时表示，其家庭严重依赖 xAI 的大语言模型 Grok（被其妻子称为 Tradbot）来管理六个年幼子女的作息并获取育儿建议。朗斯代尔在电视直播中甚至用技术术语形容育儿里程碑，称该系统正指导他如何“弃用（deprecate）奶嘴”。此外，节目提到了 Cognition AI 首席执行官吴斯科特（Scott Wu）公开展示的速算能力，并回顾了他在融资谈判期间与彼得·蒂尔等投资人进行高压扑克与棋局对弈的业界传闻。 网络安全反差：麦迪逊花园钓鱼测试与医疗数据泄露 (19:54) 在企业安全合规方面，麦迪逊广场花园（MSG）针对内部员工实施了一项极具争议的钓鱼演练。根据《The Athletic》报道，MSG 员工于 9 月下旬收到一封内部邮件，声称免费提供两款定制款式的“总冠军戒指”。由于 MSG 大多数非竞技层面的长期员工历来被排除在获赠真实冠军戒指的名单之外，许多员工受诱惑点击了链接；然而，点击者未获得任何珠宝，而是被系统强制要求参加网络安全培训。该测试虽然展示了利用人际情感进行网络诈骗的危害，但也因过于严酷而引发对内部测试道德界限的争议。 与此形成鲜明对比的是关键基础设施面临的真实外部入侵。为全美约半数医院和诊所提供检测服务的临床检验机构 Quest Diagnostics 发生重大数据泄露事故。黑客未授权访问了其用于检验下单与患者档案管理的 Quantum 实验室服务管理器系统，导致受保护的患者健康信息与个人身份信息外泄。此类入侵事件再次突显出医疗基础设施数据在勒索和信息窃取攻击面前的脆弱性。 阿拉斯加千万庄园与生化军犬工程假想 (27:54) 据《华尔街日报》报道，位于阿拉斯加帕尔默的一处 147 英亩超级庄园正以 1250 万美元挂牌出售。这处名为“终极阿拉斯加”的房产由退休商业地产开发商理查德·斯特莱肯建造，配有单层主屋、客房公寓、果园以及专用私人停机坪，旨在适应当地冬至日照仅 5 小时的极端环境。由于业主迁往新建的湖滨住所，该地块正向高净值买家开放。 主持人随后探讨了此类边远广袤土地在国防领域的潜在用途，并提及帕尔默·拉基与本·拉姆支持的“军犬”（War Hound）生物工程项目。拉基在 2023 年曾公开阐述其设想：不制造生物武器，而是将生物学视作解决军事后勤的硬件系统。他提出通过基因工程将灭绝的古生物恐狼基因特征与现代犬类融合，构想出体型达 600 磅、可承载 150 磅防弹护甲的军用犬类，旨在结合北极狼的高原抗寒耐力与家犬的服从度，从而替代当前 150 磅标准的军用德国牧羊犬。 本期内容展示了资本与技术落地过程中的多重割裂：Moderna 的抗癌新药在医学层面取得稳步进展，却因未达二级市场过高预期而遭遇资本抛售；企业网络安全防御在极端内部欺骗与真实基础设施溃败之间摇摆；而合成生物学与军事科技的设想则持续在技术前沿与伦理边界中引发广泛审视。

## Background 该视频由科技脱口秀频道 TBPN（Technology Brothers）于 2026 年 10 月 23 日发布在 YouTube 平台上。本期为《Diet TBPN》浓缩版节目，涵盖了 Moderna 癌症疫苗数据提前泄露与股价崩盘、交易员 Togi 的疯狂期权下注、麦迪逊广场花园（MSG）残酷的钓鱼邮件测试、阿拉斯加千万美元豪宅以及 Palmer Luckey 的生物工程军犬构想等多元热点话题。 ## TL;DR 本期节目聚焦生物医药、高风险交易、地缘轶闻及前沿军事生物技术等一系列话题。主持人首先复盘了 Moderna 癌症疫苗三期试验数据被提前泄露后引发的股价暴跌，并重点剖析了散户交易员 Togi 依靠做梦与恐慌极限反手、爆赚 50 万美元的荒诞交易。随后，节目探讨了特朗普欲为大西洋更名的奇想、投资人 Joe Lonsdale 在私人飞机上用 Grok 育儿的名场面，以及麦迪逊广场花园用虚构总冠军戒指对员工展开的残忍钓鱼测试。最后，主持人们介绍了阿拉斯加价值 1250 万美元的私人家园，并延伸讨论了 Palmer Luckey 联合创立的 War Hound 公司关于复活恐狼与基因改造特种军犬的惊人军事构想。 ## Atmosphere & style 节目的整体氛围轻松诙谐、充满极客式的调侃与狂欢，导播间后台一边打着《使命召唤》联机一边切入正题，让整场对话充满了硅谷特有的随意与生机。主持人擅长在严谨的商业科技新闻（如 Moderna 临床试验与 Quest 数据泄露）与极度无厘头的网络文化（如做梦炒股、赛博育儿黑话）之间无缝穿梭，语调辛辣而富有洞察力。观众在收听时既能感受到二级市场博弈的荒谬与惊心动魄，又会被两位主播天马行空的脑洞逗乐，体验犹如置身于一场高智商极客朋友之间的即兴脱口秀沙龙。 ## Bulletin - [01:16](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=76s) Moderna 三期个性化癌症疫苗临床试验数据遭医学期刊提前泄露，结果显示复发或死亡风险降低 42%（低于二期的 49%），且起效周期长达 6 个月，导致其股价盘中暴跌 26%。 - [09:24](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=564s) 知名健身与交易网红 Togi 凭借离奇梦境与恐慌性割肉，在临床数据泄露前夕将 50 万美元多头仓位极限反手翻空，戏剧性踩中 Moderna 暴跌并斩获巨利。 - [19:54](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1194s) 麦迪逊广场花园公司（MSG）以向普通员工免费发放虚构的“NBA 总冠军戒指”为诱饵发起钓鱼演练，中招员工被强制送去参加安全培训，在内部引发伦理与管理争议。 - [30:26](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1826s) Palmer Luckey 与 Ben Lamm 联合创立的生物工程国防初创公司 War Hound 走出隐身状态，计划复活史前恐狼并培育可负重 150 磅防弹装甲的 600 磅超级军犬。 ## Key takeaways - [01:16](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=76s) Moderna 癌症疫苗采用患者特异性突变测序合成 mRNA 并联合默克 Keytruda 给药的疗法，三期数据显示相对风险降低 42%，但在资本市场未能满足过高预期。 - [01:16](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=76s) 癌症的生物学复杂性决定了其不存在单一的灵药，而生物科技对冲基金的高度投机属性极易被提前泄露但不及前期的临床数字所引爆。 - [09:24](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=564s) 交易员 Togi 的 50 万美元期权暴利完全建立在梦境玄学、恐慌割肉与信息泄露的巧合之上，反映了散户交易中浓厚的情绪驱动与荒诞的幸存者偏差。 - [13:07](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=787s) 特朗普自称曾向 Google CEO 桑达尔·皮查伊提议将大西洋重命名，凸显出地缘政治品牌化与定制化信息茧房的奇特结合。 - [14:32](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=872s) 知名风投 Joe Lonsdale 在 CNBC 连线中展示从私人飞机直连，并公开分享利用 xAI 的 Grok 进行育儿及帮幼儿“弃用（deprecate）奶嘴”，展现出硅谷科技精英独特的权力展示与术语体系。 - [17:48](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1068s) Cognition AI 创始人 Scott Wu 在节目中展示速算 2025 的数字魔术，体现了硅谷顶尖极客将算法敏捷性与风投博弈文化深度绑定的独特标签。 - [19:54](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1194s) MSG 利用员工深切渴望的总冠军戒指作为网络安全钓鱼诱饵，暴露了残酷红蓝对抗测试与维护员工士气之间的深刻冲突。 - [24:57](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1497s) 全美体检与实验室巨头 Quest Diagnostics 遭黑客入侵并泄露患者健康信息（PHI），凸显出老旧医疗诊断系统在数据敲诈与个人隐私层面的脆弱性。 - [27:54](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1674s) 《华尔街日报》豪宅板块展示了帕尔默一座标价 1250 万美元的 147 英亩综合庄园，拥有专属停机坪并契合极寒气候下的独特自然生活方式。 - [30:26](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1826s) Palmer Luckey 提出将生物学视为解决军事后勤的先锋工具，包括利用机载生物反应器吃草产甲烷以自供电的低特征侦察中继平台。 - [30:26](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1826s) War Hound 拟将北极狼的极端抗寒抗缺氧体质与现代家犬的绝对服从性格相结合，探索生物工程在防御作战单位中的前沿应用。 ## Detailed walkthrough ### [00:02](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=2s) 《使命召唤：现代战争 4》上线与圣诞倒计时 节目开场气氛轻松热烈。当天《使命召唤：现代战争 4》（Call of Duty: Modern Warfare 4）多人模式正式上线，导播间的 Tyler 一边跟进节目录制，一边全神贯注地打排位，试图在直播期间完成转生（prestige），甚至顾不上帮主持团队查资料。主持人随后调侃起节目的赞助口播：早期节目总是喊一句“Technology Brothers”就直奔主题，如今随着节目规模扩大，不得不加上各种赞助商鸣谢（如 Ramp 信用卡）、“超级穹顶”（Ultradom）环节，以及每期必带的“圣诞倒计时”。制作团队在屏幕上打出了距离圣诞节还有 62 天的提示，并附赠冷知识：亚马逊创始人杰夫·贝索斯（Jeff Bezos）今年刚好也是 62 岁。 ### [01:16](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=76s) Moderna 癌症疫苗数据提前泄露与股价跳水 《华尔街日报》（The Wall Street Journal）当天刊登了一篇关于生物科技巨头 Moderna 的深度报道。此前，由于市场热炒 Moderna 研发出能“攻克癌症”的疗法，其股价经历了过山车般的剧烈波动。主持人指出，一些领先的 AI 实验室经常把“治愈癌症”说得轻而易举，但实际上人体与癌细胞的博弈是一场漫长而复杂的猫鼠游戏，癌症既有身体能自然抵御的微小病变，也有无法挽回的恶性扩散，绝非靠单一药物或一次技术飞跃就能解决。 Moderna 的癌症疫苗方案并非单打独斗，而是与默克（Merck）的重磅免疫药物可瑞达（Keytruda，帕博利珠单抗）联合使用。早在 2013 年，Moderna 首席执行官斯特凡·邦塞尔（Stéphane Bancel）在 TED 演讲中就描绘过为患者量身定制个性化抗癌药物的愿景，但随后几年因公司高度保密、要求访客签署保密协议（NDA）等做法，一度被外界讽刺为吹捧虚假概念。该疗法的核心原理是：先对患者的肿瘤组织进行基因测序，筛选出该癌症独有的突变位点，据此合成专属的 mRNA 疫苗，促使患者自身的免疫系统去识别并清除癌细胞，从而在手术后防止肿瘤复发。 ```mermaid flowchart TD accTitle: Moderna mRNA 癌症疫苗治疗流程 accDescr: 展示从患者肿瘤测序到联合给药以防止复发的完整临床流程 subgraph Step1["测序与定制"] A["提取患者肿瘤组织"] --> B["基因测序识别专属突变"] B --> C["合成个性化 mRNA 疫苗"] end subgraph Step2["联合给药治疗"] C --> D["注射 mRNA 疫苗<br/>(激活特异性免疫)"] E["注射默克 Keytruda<br/>(PD-1 免疫检查点抑制剂)"] --> D end subgraph Step3["临床预期效果"] D --> F["术后防止肿瘤复发与扩散"] end ``` 二期临床试验曾公布过一个关键参考基准：相较于单用 Keytruda，联合疗法将癌症复发或死亡的相对风险降低了 49%。进入样本量达 1,037 名患者的三期临床试验后，Moderna 宣布试验获得成功，但并未在第一时间公布具体有效率数据。 原本定于官方发布的临床数据，提前两天被专业医学期刊《Oncology Central》违规泄露，相关截图迅速在社交平台 X 上疯传。泄露的数据显示，三期试验中该联合疗法的相对风险降低幅度为 42%，低于此前二期试验的 49%。此外，数据还显示该疫苗通常需要连续给药 6 个月后才会开始显效，这意味着它对于恶性度极高、进展极快的晚期肿瘤收效甚微，更适合病程发展相对缓慢的患者。尽管 42% 在临床医学上依然是积极的结果，但在高度看重预期差的二级市场上，未达预期的数字引发生物科技对冲基金集中抛售。Moderna 盘中一度暴跌 26%，最终收跌 18%。 - 二期临床试验数据基准：癌症复发或死亡相对风险降低 49% - 三期临床试验规模：入组 1,037 名癌症患者 - 三期实际泄露数据：相对风险降低 42%，且起效期普遍在 6 个月之后 - 泄露事件影响：医学期刊 Oncology Central 提前泄露未解禁数据，导致股价盘中暴跌 26%，收盘跌 18% ### [06:39](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=399s) 健身网红 Togi 的 50 万美元期权反向神操作 在这场由数据泄露引发的暴跌中，一名在网络上以健身和高风险博彩著称的网红谢恩·斯托弗（Shane Stoofer，网名 Togi）戏剧性地成为了全网焦点。在 Moderna 股价崩盘前仅仅数小时，Togi 竟然将自己持有的仓位全额从看涨期权（Calls）翻转成了看跌期权（Puts），精准踩中暴跌时机。 主持人在导播间连线寻找 Togi 的搞笑切片时，顺便插播了幕后人员的战况：Tyler 在《使命召唤》的第一局打出了 13 杀 14 亡的战绩，而工作人员 Jackson 则身穿一套印有恶搞图案的前后双面服饰被推到镜头前展示。 回到 Togi 的交易事件：当时 Togi 正在社交平台上做一场公开的股票交易挑战赛。他最初观察到全网投资者极度看空 Moderna，正如主持人引述其交易心理所言：“Everyone and their mother could only talk about how overvalued it was and how good of a short it was.”（所有人都在滔滔不绝地讨论这只股票估值有多离谱、做空它有多划算）。出于反向投资的冲动，Togi 最初逆势买入了 Moderna 的看涨期权，然而就在当天夜里，他做了一个奇怪的梦，随后戏剧性地推翻了全部决策。 ### [09:24](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=564s) 做梦炒股与极限反手：交易员 Togi 的 Moderna 期权豪赌 主持人继续深入探讨了交易员 Togi（网名）围绕 Moderna（莫德纳）展开的一场极具戏剧性的期权豪赌。整场交易的发端近乎荒诞：Togi 做了一个梦，梦见 Moderna 治愈了癌症，股价一路暴涨至 275 美元（当时股价在 200 美元左右徘徊，早些时候曾接近 250 美元）。如果他的看涨期权全部命中，这个仓位将价值 1100 万美元。做完这个梦后，他竟然直接去向 AI 助手 Claude 提问，了解 Moderna 要达到 275 美元需要满足什么条件，正是这时他才第一次得知 Moderna 正在研发癌症疫苗。主持人对此哭笑不得，吐槽他完全是在搞“基于直觉和氛围的交易”（vibes-based analysis/vibes trading）。 在接下来的两周内，Moderna 股价上涨了 25%，Togi 开始担忧临床试验的所有利好已经被市场完全消化（priced in）。随后他又做了第二个梦，这次梦见 Moderna 股价将再次暴涨 22%。Togi 在事后写道：“我认为这是上帝给我的启示，表明我对‘顶部已现’的判断是错误的，我应该坚持原计划，在周五收盘前完成多空切换。”然而现实给了他当头一棒：醒来后他拿起手机，发现 Moderna 股价正在跳水，自己的多头仓位瞬间浮亏近 20 万美元。Togi 在随后的回顾中提到，浮亏 20 万让他彻底慌了神，担心“买预期、卖事实”（sell on the news）的抛售潮在利好公布前几天就已经提前上演。 面临巨额浮亏，Togi 毅然推翻原计划。他原本打算在 10 月 23 日星期五将全部仓位由多翻空，押注周六公布试验结果后股价会崩盘，但他害怕周五前自己剩下的本金会被彻底亏光，从而无法完成做空反手。于是他果断割肉离场，腾出约 50 万美元的流动资金，在临床试验数据出炉前全部买入 Moderna 的看跌期权（put options）。结果，这个因恐慌驱动的决定踩中了近乎奇迹的时间点：数据提前遭到泄露，Moderna 股价应声暴跌 26%。 事后 Togi 评价这完全是“史上顶级运气（giga stroke of luck）”，并在推特上复盘炫耀，称虽然早晨的恐慌让他打碎了原定计划，但“事后来看，整个剧本的发展简直显而易见（in hindsight this entire saga was beyond obvious）”。主持人对此辛辣讽刺道，一个人靠做了两个梦加上逆天的运气赚到钱，居然好意思宣称一切“显而易见”，甚至还补上一句经典的免责声明：“非投资建议，我只是个在学习的赌徒，但也请尊重我的交易逻辑。”主持人感叹，这一套逻辑甚至在他自己都还没搞懂该股票核心业务之前就已经成型了，纯属一场让人啼笑皆非的投机狂欢。 ```mermaid flowchart TD accTitle: Togi的Moderna期权交易过程 accDescr: 展示Togi如何凭借做梦、恐慌性割肉和提前泄密反向押注暴赚的过程 subgraph 梦境与做多阶段 A["做梦：Moderna治愈癌症<br/>股价奔向$275"] --> B["询问Claude后<br/>才得知有癌症疫苗"] B --> C["依靠直觉建仓多头<br/>股价两周涨25%"] C --> D["做第二个梦：股价再涨22%<br/>误以为是神圣启示"] end subgraph 暴跌反手阶段 D --> E["醒来发现股价大跌<br/>持仓浮亏近$200,000"] E --> F["恐慌打乱计划<br/>提前割肉多单换取$500,000现金"] F --> G["全仓买入Put看跌期权<br/>押注试验结果利空"] end subgraph 结局与反讽 G --> H["试验结果提前泄露<br/>Moderna股价暴跌26%"] H --> I["大赚后宣称：<br/>'事后看一切显而易见'"] end ``` ### [13:07](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=787s) 现场打机插曲与特朗普的“大西洋更名”奇想 聊完 Moderna 的过山车行情，现场镜头短暂切回了演播室里的游戏挑战。主持人关注着正在游玩《使命召唤：现代战争4》（Call of Duty: Modern Warfare 4）的搭档 Nick（接替了 Tyler 的位置），观察他能否在这个测试地图上打平战绩（K/D 比打平）。聊天室里的观众还提醒道，距离《侠盗猎车手 6》（GTA 6）发售仅剩 26 天，让整个演播室的极客氛围更加浓厚。 紧接着，话题转向政治与科技交织的一则奇闻：前总统特朗普声称，Google 首席执行官桑达尔·皮查伊（Sundar Pichai）成功劝阻了他想要重新命名“大西洋”（Atlantic Ocean）的念头。特朗普在原话中称赞皮查伊是个“绝顶聪明的人”：“我跟桑达尔谈过，他是 Google 的掌门人，绝顶聪明。谢尔盖和桑达尔都是绝顶聪明的人。他们当时还在为‘墨西哥湾’（Gulf）的事心有余悸。我说：‘不，桑达尔，我这次想改的是大西洋，你能搞定吗？’桑达尔说：‘不行不行，先生，这次真不行。海洋可不一样，海洋跨越了太多国家，求你千万别让我们干这事。’” 主持人随即调侃，特朗普大概是想把大西洋改成“美利坚大洋”（American Ocean）、“特朗普大洋”（Trump Ocean），甚至是“海湖庄园大洋”（Mar-a-Lago Ocean）。两人探讨了特朗普品牌命名的魔力，提到这种地理命名已经在某些地图上造成了现实隔离——例如安大略湖（Lake Ontario）据说在美国境内的某些地图上会被显示为“美利坚湖”（Lake America），而墨西哥湾也有类似现象。如果出了美国国界，显示的又是原本的名字。主持人感叹，这就像是给美国人量身定做了一个带有地缘认知滤镜的“个性化 AI 互联网”，让人彻底生活在自己的封闭信息茧房里。 ### [14:32](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=872s) Joe Lonsdale 连线 CNBC：在私人飞机上用 Grok 育儿与“弃用奶嘴”的黑话 话题转到了著名风险投资人、8VC 创始人乔·隆斯代尔（Joe Lonsdale）前一天接受 CNBC 采访时的名场面。主持人对这短短十几秒的采访片段进行了细致入微的逐帧复盘。 首先是隆斯代尔的出镜排场：他直接从自己的私人飞机上接入视频连线，而且完全没有使用任何虚拟 Zoom 背景，大大方方展示机舱内部。主持人们表示，这周虽然有很多嘉宾从飞机上连线，但绝大多数人都会掩饰性地开一个虚化或虚拟背景，隆斯代尔这种“直接亮出私人飞机”的做法极具侵略性，属于顶级的权力展示（power play）。 在采访中，隆斯代尔神态自若地分享了自己家里的 AI 智能助手生活，表示家里有 6 个年幼的孩子，他们全家都在深度依赖 xAI 的 Grok： “她（妻子）把车道边的系统叫做 Tradbot（传统机器人）。我们有六个小孩，它会告诉我们孩子的健康体检时间表、各项活动安排，现在还在帮我搞定两岁孩子‘弃用奶嘴’（deprecate his binky）的问题，随时提醒我什么时候该给、什么时候不该给，特别好玩。” 主持人对此展开了热烈讨论，认为这一幕简直封神： - **终极逆向投资人（Ultimate Contrarian）的心态**：隆斯代尔以敢于反向押注著称，但去问马斯克的 Grok 寻求育儿建议，可以说是逆向思维的极致。毕竟大家都很清楚，早期的大模型权重中偶尔会冒出各种不可控、出格甚至危险的内容。但主持人调侃，正因为隆斯代尔过去无数次逆向押注都大获全胜并赚得盆满钵满，这反而让人觉得“用 Grok 当赛博保姆育儿”没准真的能跑通，甚至可能是大模型找到 Product-Market Fit（产品市场契合点）的下一片蓝海。 - **顶级科技风投的话语体系**：隆斯代尔在谈及帮两岁孩子戒掉奶嘴时，使用的动词不是普通的“wean off”或“quit”，而是软件工程术语“弃用（deprecate）”。主持人狂赞这一用词选择精妙绝伦，对坐在电视机前的资本家和科技从业者群体来说，这种术语几乎瞬间形成了同频共振。 - 整个 17 秒的表现被评为多年来 CNBC 最佳出镜之一（S 级表现）。聊天室观众还起哄称，如果他当时手里再拿一个麦当劳汉堡或抿一口无糖可乐，那就彻底化身成了“特朗普风采”的究极形态。 ### [17:48](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1068s) 认知计算公司 CEO Scott Wu 的心算炫技 聊完投资人隆斯代尔，主持人顺势提到了他所投资的明星公司创始人——Cognition AI（AI 程序员 Devin 的开发团队）的年轻 CEO 斯科特·吴（Scott Wu），也是该节目的老朋友。 节目中回放了 Scott Wu 现场炫技心算数字游戏的片段。他在展示中提到，当基础速算变得太容易时，玩法就会升级：比如随手抽 8 张牌，用它们的点数通过四则运算凑出当年的年份“2025”。Scott Wu 在镜头前随口列举了一组解法：“这其实挺简单的，因为 13 减 12 等于 1，11 减 10 等于 1，1 加 1 再加 7 等于 9，而 9 乘以 9 乘以 5 乘以 5 刚好等于 2025……”这种惊人的心算敏捷度让人叹为观止。 主持人分析道，虽然 Scott Wu 从小就是全美顶级数学竞赛选手、拥有超常的心算天赋，但这种高难度的数学小技巧在日常担任 AI 独角兽企业 CEO 的管理工作中显然派不上直接用场。主持人打趣地建议，Scott 应该把这一套保留节目搬到公司招聘面试中去：“比如跟候选人正经聊两个小时业务，然后专门留出 30 分钟给候选人看他的速算魔术。”随后他们还提起了硅谷的风投轶事——传闻 Scott Wu 曾用玩高额德州扑克甚至跟 Peter Thiel 下国际象棋的方式来争夺和敲定投资条款清单（Term Sheet）。这种将极客大脑与博弈游戏深度绑定的极客特质，成了硅谷顶尖技术创业者最吸睛的人格标签。 ### [19:01](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1141s) 挑战升级与即兴幽默 节目录制现场聊到了掌握某些特殊技能的难度，主持人之间互相开起玩笑。有人认为这完全是一项“后天习得的技能”，并立下军令状称自己能在一个月内搞定并在节目上展示。搭档随即调侃道，之前已经给他派了太多稀奇古怪的挑战任务，从“学打爵士鼓”、“在《使命召唤》里打到威望等级（Prestige）”，甚至到“不带降落伞跳伞”。面对这种离谱挑战，大家开玩笑探讨可行性：比如底下铺张大网，或者采用所谓“意大利面跳伞法（pasta method）”——指望空中由其他人合力把你接住。 --- ### [19:54](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1194s) 纽约尼克斯虚构总冠军戒指与 MSG 的残酷钓鱼测试 随后话题转向了纽约尼克斯队（New York Knicks）与其母公司麦迪逊广场花园公司（Madison Square Garden，简称 MSG）的一起内部闹剧。根据《The Athletic》援引球队知情人士的报道，NBA 球队夺冠或发放纪念品时，按惯例多数员工（包括后勤与行政人员）通常都会收到一枚戒指，哪怕没有球员版的昂贵华丽。然而，MSG 运营团队的许多资深老员工此前却被明确告知自己不会拿到总冠军戒指。 到了 9 月底，MSG 的大量员工突然收到一封看似极为官方的电子邮件，邮件顶部附有两款精美戒指的样式图，正文写道：“恭喜，您的员工总冠军戒指已就位！这枚由公司买单。MSG 将免费发放员工定制款，出自同一珠宝商、同等精湛工艺，并刻有您的姓名。两款设计可选：‘冠军金（Championship Gold）’与‘花园经典（Garden Classic）’，请在下方预订。” 员工们以为盼来了梦寐以求的荣誉，满心欢喜地点开链接，结果却是一场彻底的骗局——这竟然是 MSG 管理层为了迎合老板詹姆斯·多兰（James Dolan）日益严苛的网络安全要求而发起的钓鱼测试。点击链接的员工不仅没得到任何戒指，反而被强制要求去上网络安全培训课。 ```mermaid flowchart TD accTitle: MSG 钓鱼测试流程 accDescr: 展示 MSG 员工收到钓鱼邮件到被强制参加安全培训的经过 subgraph Email ["钓鱼邮件诱导"] A["伪造邮件：免费发放冠军戒指"] --> B["提供两款选项并附带链接"] end subgraph Reaction ["员工行为"] B --> C{"员工是否点击链接？"} C -->|"是"| D["系统判定测试未通过"] C -->|"否"| E["安全过关"] end subgraph Consequence ["处置结果"] D --> F["强制参加网络安全合规培训"] end ``` 针对这一事件，主持人们在节目中展开了激烈争论： * 一方认为这种利用员工最深切心愿的手段既残忍又具破坏性：“And demoralizing. And if you were one of these people, you work at MSG, you work for the Knicks, you won the championship. This probably will become the item in your life that is most significant to you.” 员工在 MSG 奉献多年，总冠军戒指可能是他们一生中最珍视、无可替代的纪念品，用这种事情做诱饵去戏弄员工，随后又把他们送进“受罚小黑屋”上课，简直不可理喻。 * 另一方则指出，在真实的网络攻击场景中，网络黑客往往就是利用这种心理：“Given the level of cybersecurity threats, almost nothing is off the table for phishing.” 如果公司之前已经对外公开申明不给普通员工发戒指，且该邮件使用的是外部仿冒域名，那么在极其严峻的网络威胁环境下，这种测试尽管残酷，但在红蓝对抗逻辑下依然算“合理手段”。 * 讨论甚至延伸出更极端的脑洞：未来的安全测试干脆用 AI 定制针对个人的终极愿望进行精准钓鱼；或者像内森·菲尔德（Nathan Fielder）的整蛊真人秀一样，CEO 雇佣好莱坞特效化妆演员扮成老板模样，亲自走到员工办公室敲门要求当场电汇 1 万美元，中招者直接送去安全培训。 --- ### [24:57](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1497s) Quest Diagnostics 数据泄露与医疗黑客动机 网络安全话题随即转到了突发大案：美国体检与实验室诊断巨头 Quest Diagnostics 遭到黑客攻击，导致大量患者数据遭到泄露。Quest Diagnostics 为全美大约半数的医院和医生提供检测服务，其系统涉及海量个人医疗隐私。 根据 Quest 官方发布的声明，未授权人员入侵了他们的“Quantum Lab Service Manager（Quantum LSM）”，部分客户通常使用该系统下达检测订单、接收并查询化验结果。Quest 表示发现后已暂停系统访问，核心业务运营未受中断，但确认有部分患者的受保护健康信息（PHI）或个人身份信息（PII）在此次事件中遭到非法读取。 主持人们讨论了黑客获取这些医疗数据的背后动机： * 常见的黑客行为通常是植入僵尸网络（Botnet）挖加密货币，或者窃取企业 API Token 来搞大规模的模型蒸馏攻击。 * 盗取普通人病历的直接经济变现途径并不明朗，有人调侃说黑客可能只是撞大运顺便扫到了跑着老旧 PHP 代码的漏洞服务器。 * 也有直播间观众提出，高端医疗数据具备勒索与敲诈价值，例如获取政客等公众人物的敏感生理指标或睾酮水平数据，以此作为政治要挟的筹码。 随后，主持人还播放了一段引人深思的网络短视频：视频中指出牛虽然能看到人类，但牛根本不知道“货币”的存在，因此无法理解主宰它们命运的金融体系；同理，10 到 20 年后控制人类生活的 AI 金融体系，现代人类也将无法理解——“这意味着我们就是未来的奶牛”。 --- ### [27:54](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1674s) 华尔街日报豪宅板块：阿拉斯加 1250 万美元停机坪庄园 节目的最后部分进入了《华尔街日报》标志性的豪宅板块（The Mansion Section）。主持人重点介绍了一处位于阿拉斯加的超级私人物业，标价高达 1250 万美元。 * **庄园配置**：占地整整 147 英亩，配套拥有自己的专属直升机停机坪（Helipad），坐拥冰川、连绵山脉和绚丽极光的极致全景。 * **业主生平**：现年 68 岁的退休商业地产开发商理查德·斯特里克恩（Richard Striken）。他一辈子生活在阿拉斯加，出生于费尔班克斯（Fairbanks），早年曾在白令海峡沿岸的爱斯基摩人村落生活。 * **选址故事**：当他决定安定下来建造家族庄园时，选址在距安克雷奇（Anchorage）约 40 英里的帕尔默（Palmer）。当年他在勘探这片被冰川环绕的土地时，亲自爬上了一棵大树，“I climbed a tree and I saw the view potential, and that's where I decided I was going to build, he said.” 如今因为上了年纪考虑缩小居住规模（Downsizing），才决定将这处倾注心血的庞大复合庄园挂牌出售。 ### [29:00](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1740s) 阿拉斯加 1250 万美元豪华庄园挂牌出售 在“豪宅专栏”（The Mansion Section）中，主持人介绍了阿拉斯加州正在挂牌出售的最昂贵房产之一：一处标价 1250 万美元、占地 147 英亩的综合庄园。根据地产经纪商 Fay Ranches 的 Troy Dana 介绍，业主于 1990 年代开始在阿拉斯加帕尔默（Palmer）市郊整合土地，打造了这个被其称为“终极阿拉斯加”（Ultimate Alaska）的梦想庄园。整个庄园建有一栋牧场风格的单层主宅，包含三间卧室、车库以及车库上方的两居室独立公寓，甚至还专门配备了一个直升机停机坪。庄园内还开辟了大片菜园和果园，周围环绕着大自然，且距离业主的 13 个孙辈居住地非常近。 在地理环境方面，帕尔默冬季极为严酷，冬至期间每天仅有大约 5 个小时的日照时间。业主一家人在漫长的冬季主要通过滑雪、参加当地冬季节庆活动，以及在室内场馆观看孙辈的体育比赛来度过；待到春暖花开，全家人的生活方式便迅速切换，转向在冰川上驾驶雪地摩托、整理果园与菜园以迎接种植季，并积极参与户外社区活动。之所以割爱出售这处心血之作，是因为业主已经在约一小时车程外的地方新建了一栋临湖住宅，未来他和妻子打算将绝大部分时间放在新居上。 - **挂牌售价**：1250 万美元（阿拉斯加州最贵的在售豪宅之一） - **占地面积**：147 英亩，位于阿拉斯加州帕尔默（Palmer）市郊 - **庄园设施**：牧场风单层主屋（3 室）、独立 2 室车库公寓、私人直升机停机坪、蔬菜园与大型果园 - **日照与生活**：冬至日仅约 5 小时日照；冬季滑雪、观赛，春季冰川雪车、耕种果园 --- ### [30:26](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1826s) Palmer Luckey、Ben Lamm 与 War Hound：基因改造军用巨犬与灭绝物种复活 看到这处辽阔的阿拉斯加庄园，主持人随即调侃称这绝对是 Palmer Luckey 和 Ben Lamm 的理想基地，非常适合用来设立他们的“军犬实验室”。Palmer Luckey（Anduril 创始人）与 Ben Lamm（Colossal Biosciences 创始人）联合创立了一家名为 War Hound 的公司，该公司刚刚走出隐身状态（stealth mode），旨在通过基因工程技术为军方和执法机构研发定制工作犬。节目随后调出了 Palmer Luckey 在 2023 年谈及生物技术军用前景的现场视频片段。 在视频中，Palmer Luckey 阐述了生物工程与仿生机械在未来战场上的无限可能。他首先澄清自己讨论的并非生物武器，而是将生物学作为解决大量国防军事难题的先进工具。他提出了一种令人脑洞大开的概念：制造依靠机载微型生物反应器吞食野草、生成甲烷并驱动燃料电池的自供电地面侦察与无线电中继机器人。由于它们没有传统引擎的特征信号，不仅可以长期在野外游荡、隐蔽甚至冬眠，还彻底摆脱了传统后勤补给链的限制。 ```mermaid flowchart LR accTitle: 生物衍生军用系统运作示意图 accDescr: 展示生物进食产生能量驱动机械系统的逻辑架构 subgraph BIO ["生物反应系统"] A["吃草 / 吞噬植物"] --> B["内部微型生物反应器"] B --> C["细菌发酵产生甲烷气体"] end subgraph POWER ["能源与平台"] C --> D["驱动燃料电池"] D --> E["自主游荡无线电中继机器人"] end E -->|"低红外/声学特征"| F["野外长期潜伏与冬眠"] ``` 随后，Palmer Luckey 进一步将话题拓展到灭绝物种复原（de-extinction）在军事领域的实际落地。他直言：“I think there's a lot of species in the history of our planet where if we go back to the future, they're going to have excellent military applications.” 他对比了现代标准的军犬配置与古代猛兽：一条 150 磅重的德国牧羊犬固然是顶尖的工作犬，但如果能复活已经灭绝的恐狼（Dire Wolf），战场面貌将被彻底重构。军方将能拥有体重高达 600 磅、身披 150 磅重型防弹装甲的巨型军犬，其综合体量是普通军犬的 8 倍，抗弹能力更是提升百倍。他指出美军历史上早已常态化服役各种动物，例如美国海军海豚与海狮部队，而利用基因编辑不仅能复活这些史前生物，更能赋予它们极寒耐力、高原抗缺氧等远胜当年的生理特性。 - **War Hound 核心目标**：利用先进生物基因工程，为军方及特警部队量身定制特种犬类与军用动物。 - **草食自维持侦察机器人**：利用体内微生物将野草转化为甲烷为燃料电池供电，具备极低热信号与长期休眠伏击能力。 - **恐狼（Dire Wolf）复活概念**：重达 600 磅的巨型犬类作战单位，可背负 150 磅重甲，提供超越普通军犬百倍的防弹与撕裂能力。 - **性状定制构想**：Palmer Luckey 强调，“Imagine if you could have all of the survival characteristics of Arctic wolves, but with the obedience and trust and loving characteristics of domesticated animals.” 打造兼具北极狼极端生存体能与宠物犬无条件服从、粘人性格的超级军犬。 --- ### [32:28](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1948s) 驯化灰熊与大白鲨的奇思妙想及节目收尾 看完 Palmer Luckey 的前瞻性构想后，两位主持人展开了幽默的脑洞讨论。一位主持人表示自己过去一直以为基因驯化的逻辑是反过来的：与其试图将温顺友善的现代家犬体型放大数倍，不如直接通过基因工程加速野生庞然大物的驯化过程，比如直接培育出一种体型巨大却性格温顺的“家养战斗熊”。毕竟狗也是由狼经过漫长岁月驯化筛选而来，现代生物技术理论上可以把这种千百年的驯化历程压缩到数年之内。 另一位主持人随即打趣道，既然美国海军已经成功训练了海豚和海狮，那为什么不更进一步，培育出性格友善温顺的“大白鲨”，让大白鲨成为人类在海洋中最好、最凶猛的朋友。最后，主持人们回顾了本周高强度的节目直播，庆祝团队在各种意外与身体不适中顺利播完，并调出了距离圣诞节仅剩 62 天的倒计时器，向观众致谢告别并约定下周一再见。 ## Notable quotes > [19:54](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1194s) Given the level of cybersecurity threats, almost nothing is off the table for phishing. — 主持人 > [30:26](https://www.youtube.com/watch?v=FHGgpy-S0qI&t=1826s) I think there's a lot of species in the history of our planet where if we go back to the future, they're going to have excellent military applications. — Palmer Luckey ## Mentioned TBPN, John Coogan, Jordi Hays, Moderna, Merck, Keytruda, Stéphane Bancel, Oncology Central, Shane Stoofer (Togi), Donald Trump, Sundar Pichai, Sergey Brin, Google, Joe Lonsdale, 8VC, xAI, Grok, Scott Wu, Cognition AI, Devin, Peter Thiel, New York Knicks, Madison Square Garden (MSG), James Dolan, Quest Diagnostics, Richard Striken, Palmer Luckey, Ben Lamm, Anduril, Colossal Biosciences, War Hound, Call of Duty: Modern Warfare 4, Grand Theft Auto 6 ## 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 Call of Duty: Modern Warfare 4 Launch + Tyler’s Prestige Challenge 01:16 Moderna’s Cancer Vaccine Results Leak + The Stock Meltdown 06:39 Togi’s Insane Moderna Trade + The $500K Options Gamble 13:07 Trump Wants to Rename the Atlantic Ocean + Google Pushes Back 14:32 Joe Lonsdale Uses Grok for Parenting + Scott Wu’s Math Flex 19:54 Knicks’ Fake Championship Rings + MSG’s Cruel Phishing Test 24:57 Quest Diagnostics Hacked + Patient Data Exposed 27:54 The $12.5M Alaska Compound With Its Own Helipad 30:26 War Hound’s Bioengineered Military Dogs + The Dire Wolf Vision [Source](https://www.youtube.com/watch?v=FHGgpy-S0qI)

[19:54] 主持人: Given the level of cybersecurity threats, almost nothing is off the table for phishing. [30:26] Palmer Luckey: I think there's a lot of species in the history of our planet where if we go back to the future, they're going to have excellent military applications.

[30:14] Palmer Luckey: Imagine if you could have all of the survival characteristics of Arctic wolves, but with the obedience and trust and loving characteristics of domesticated animals. [1:16] John Coogan: It’s great if you’re a cancer patient, but it’s not so good if you’re an investor who’s banking on 49% or maybe a beat, maybe an update.

[0:02] Big news. Call of Duty Modern Warfare 4 [0:04] multiplayer dropped today. Uh Tyler is [0:07] going to try and prestige while we're [0:09] doing the show. So, he's locked in. Uh [0:12] don't count on him to look anything up [0:13] for us cuz he is trying to go on a kill [0:17] streak right now. Let me tell you about [0:19] Ramp. Time is money. Say both. He's used [0:21] corporate cards built. [0:24] You know, we started this show with like [0:26] let's just get right into the show and [0:28] the whole bit was like we'd just be like [0:30] technology brothers and then we'd just [0:32] start the show and it was like really [0:33] convenient. And now we're like we got to [0:34] tell you about ramp, we got to tell you [0:35] about the Ultradom, we got to tell you [0:37] about the road to Christmas. We got to [0:38] tell you about [0:39] >> but the road to Christmas, how many days [0:41] are there to Christmas? Cuz that's why [0:42] you come to the show. You want to know [0:44] how many days there are until Christmas. [0:46] Let's count it down. 62 days until [0:50] Christmas. [0:50] >> There you go. Jeff Bezos is also 62 [0:53] years old. What is that? [0:55] >> We got fun facts now. This is elite. [0:58] Good job, production team. I like that. [1:01] >> So, we're going to we're going to learn [1:02] about a different number every day, I [1:05] guess, on the way down. Oh, this is very [1:07] cool. I like that. Well, [1:08] >> very very cool. [1:09] >> Let's try and give you some news while [1:12] we uh while while Tyler tries to [1:14] prestige [1:15] >> just a bit of news. [1:16] >> Just a bit of news. So, uh, Maderna, [1:18] Maderna is in the Wall Street Journal [1:21] today. Uh, and, uh, it's an interesting [1:23] story. Data from Maderna's cancer [1:25] therapy leaked and the stock has been on [1:28] this wild ride up and down fueled by [1:30] speculation that they cured cancer. They [1:32] they said the AI labs, they've been [1:34] talking a big game. Nobody's doing it [1:36] without us doing it. [1:37] >> I would hate for AI [1:39] >> to cure cancer before we do. Uh, that's [1:41] exactly what they said. and and they [1:43] actually did have some really promising [1:44] results, but it's a very fascinating uh [1:47] story because obviously curing cancer is [1:48] a very broad term. Insane that the AI [1:51] lab leaders try and collapse it down to [1:53] just like it's going to be done. [1:54] Clearly, it's like a game of cat and [1:56] mouse with all these things. Like [1:57] there's always some level of cancer in [1:59] your body that your body's naturally [2:01] fighting off and then there's really bad [2:02] cancer that not no one can solve because [2:04] it's metastasized so significantly. And [2:07] then there's uh much more modern much [2:09] more moderate forms that if you catch [2:10] them on time, you can fight back with [2:12] both surgery just removing the cancerous [2:15] cells, the tumors uh also drug [2:17] treatments. There's a bunch of great [2:18] cancer drugs that are out there. Some of [2:19] them are blockbusters like Kruda from [2:21] Merc, which is which was actually used [2:23] in concert with Madna. So Moderna didn't [2:26] say this is going to be used by itself. [2:28] They said we'll be using this in concert [2:30] with Kruda. And so um basically this has [2:33] been Moerna's core idea for the company [2:36] going back to 2013. Stefan Benel the the [2:39] the CEO I don't know if he's the [2:41] co-founder CEO but he did a TED talk in [2:44] 2013 where he said like we we are going [2:47] to be able to design patientspecific [2:50] drugs for cancer and he was standing on [2:53] stage being like guys we're going to [2:54] cure cancer and everyone was like [2:55] clapping at Ted and then three years [2:57] later they were calling him the because [2:59] they were like this is not going to [3:00] happen this is completely fake your [3:02] company's really secretive uh and then [3:04] he started delivering but it took a [3:06] really long time and the company was [3:07] really secretive and would require [3:09] people to sign NDAs to come in the [3:10] building. Uh and all of that was sort of [3:12] like offset by the fact that they [3:14] continued to deliver and they actually [3:16] did get up through a successful phase [3:18] three trial with this particular drug. [3:20] So, uh it's not a oneshot solution of [3:23] course like curing cancer is this broad [3:25] spectrum. Uh and so the way it works is [3:28] that scientists sequence a patient's [3:30] tumor, identify mutations unique to [3:32] their specific cancer and then [3:34] manufacture an mRNA vaccine that teaches [3:37] the immune system to recognize and [3:39] attack those cancer cells. The treatment [3:40] is actually administered alongside Merks [3:42] Katruda which I mentioned uh an existing [3:44] cancer imunotherapy drug and the hope is [3:47] that the combination can prevent cancer [3:49] from returning after surgery and [3:51] eventually work against many different [3:52] types of cancer. the early results the [3:55] early results that they had sort of uh [3:58] gestured towards in the phase two was a [4:00] 49% reduction in relative risk of cancer [4:04] recurrence or death compared to Kruda [4:07] alone. So you're on the best-in-class [4:09] because even when they do these studies, [4:10] they're not just going to say, "Hey, we [4:11] want you to go cold turkey. We want you [4:13] to go completely vanilla." They say, [4:16] "You can use the drugs that are already [4:18] available. Will this be better than just [4:20] the drugs that are available currently?" [4:23] So, so they they had this 49% number and [4:25] that's the important number to anchor on [4:27] because phase 3 was going to tell you [4:29] was it higher than 49 when they did more [4:31] trials or was it lower? Um, and spoiler [4:34] alert, of course, it came in lower. [4:35] That's why there's all the drama. But in [4:37] August of 2016, Maderna announced that [4:40] its much larger phase 3 trial which [4:42] had,37 [4:44] patients. So over a thousand cancer [4:47] patients went through this trial doing [4:49] Kruda and the uh and the Maderna [4:52] treatment. Uh they said our phase three [4:54] trial succeeded succeeded but they [4:56] didn't say the data behind it. They [4:57] didn't say the number. They didn't [4:59] update that 49%. So everyone was like [5:01] this is incredible. They cured cancer. [5:03] The stock moons. But on October 2nd, the [5:05] detailed results leaked, which is crazy [5:08] because they were basically embargoed [5:11] and it was 2 days before Maderna was [5:13] scheduled to present them. And in [5:15] biotech, uh these presentations about [5:18] the actual results are very uh precisely [5:20] traded by hedge funds. It matters a lot. [5:23] Yeah. Uh, and so they like you shouldn't [5:26] leak them, but a medical publication [5:28] called Oncology Central apparently [5:29] published an article containing the [5:31] embargoed clinical data ahead of [5:34] schedule. Screenshots circulated on X [5:36] and Ma stock plunge 26% intraday [5:39] eventually closing down 18%. And it's [5:41] not that they secretly failed the trial. [5:43] It's not that they said they succeeded [5:44] it and then the data came out and they [5:45] failed. What actually happened was that [5:48] the phase three did succeed, but the [5:50] results weren't as spectacular as [5:52] investors had hoped. Instead of the 49% [5:54] that I mentioned before, uh it was only [5:57] 42%. [5:58] Which is still pretty good, but it [6:00] wasn't good enough. It's great if you're [6:02] a cancer patient, but it's not so good [6:03] if you're an investor who's banking on [6:05] 49% or maybe a beat, maybe an update. [6:08] Hey, it's actually better than than we [6:10] expected. Um and so you can kind of [6:13] understand how uh the market would react [6:15] to that. Also the phase three trial [6:17] showed that Moerna's treatment is really [6:20] only starts to be effective after 6 [6:22] months it starts kicking in. So if you [6:24] have a really aggressive fast growing [6:26] cancer, it doesn't really help all that [6:29] much. It's more for someone who has like [6:31] a slow burn cancer that's sort of [6:33] they're fighting it off over the course [6:34] of a year or two. That's when MNA is [6:37] going to help. And so [6:38] >> somewhat disappointing results [6:40] >> relative to the expectations, right? [6:42] Just didn't meet expectations, not not a [6:44] beat in the clean sense. And so, uh, [6:46] that's all just a normal biotech story. [6:49] But then it takes a bizar bizarre turn [6:52] because a fitness and gambling [6:54] influencer, which is how he's described, [6:58] uh, named Shane Stoofer, who's better [7:01] known as Togei, [7:03] managed to time Maderna's crash almost [7:06] perfectly. [7:07] >> Naughty, naughty, [7:08] >> flipping his entire position from calls [7:10] to puts just hours before it plunged. [7:14] And so, we have some more information on [7:16] Togei. And I don't know if we have any [7:17] videos that we want to pull up to [7:18] contextualize for the audience who Togi [7:20] is. Uh because he's a true character in [7:23] the modern online world. Do you have any [7:25] >> I don't know if you could pull up just [7:26] any video. [7:27] >> I don't think we could. It's kind of [7:28] dangerous. He's a He's a real wild card. [7:30] Do you [7:30] >> I I sent in a video um that I think is [7:33] >> Okay. [7:34] Okay. We'll play that video and while [7:36] we're pulling it up, give me the update [7:37] on how you did in your first game of [7:39] Call of Duty. [7:40] >> I went 13 and 14. Not great. [7:42] >> 13 and 14, [7:43] >> but you know, first game just getting [7:44] the feeling. [7:45] >> Okay. Okay. [7:46] >> Um, I'm feeling confident though. [7:47] >> Oh, my first time on this map. [7:49] >> Can we get a camera on Jackson? [7:51] >> Yeah, we need a camera on [7:52] >> We need a camera on Jackson ASAP. He put [7:54] together [7:55] >> the fit [7:56] >> of all fits [7:57] >> of the month. Fit of the month. [7:58] >> And it's only [7:59] >> spin it around. Way over. [8:01] >> Where are we? Here we are. [8:03] >> Here we go. [8:04] >> All right. Zoom out a little bit. [8:06] >> There we go. [8:06] >> Okay. What do you got on, Jackson? [8:08] >> I got the front Dale [8:11] >> and the back Dale. [8:13] >> What's on the feet? Do we got boots on [8:15] the feet? [8:16] >> Okay, [8:16] >> what do we got? [8:18] >> Um, happy to be here. [8:20] >> There we go. [8:20] >> Fantastic update. [8:22] >> Looking great. Thank you for that. [8:23] >> So, do we have that Togei video to [8:25] contextualize for everyone? Can we pull [8:27] that up? Okay, this is Togei the fitness [8:31] and gambling ever. Like every day I [8:34] probably have like [8:35] six like useful thoughts and then the [8:38] rest of it is just kind of like [8:39] >> give me an example of a useful thought [8:41] you had today. [8:42] >> Oh, no. Today was bad. [8:47] What an entertainer. Anyway, um on [8:51] October 4th, Togei, the man pictured in [8:53] that video, was trying to speed up his [8:56] stock video trading challenge, which is [8:59] already a hilarious premise. Uh he said [9:02] he noticed people online acting bearish [9:04] towards Maderna. Everyone was turbo [9:07] bullish on every stock except one, [9:09] dollar sign MRNA. Everyone and their [9:12] mother could only talk about how [9:14] overvalued it was and how good of a [9:16] short it was. Then he decided to go [9:19] against the crowd and bought Maderna [9:21] calls. That night he had a dream that [9:24] Maderna cured cancer and the stock went [9:26] to $275. Uh it's trading around $200 [9:30] today. Um it was at uh two almost $ 250 [9:33] a little bit earlier. Uh making his [9:35] portfolio if these calls had hit uh [9:38] worth $11 million. This was his dream. [9:40] After the dream, he asked Claude what it [9:43] would take m for Maderna to actually [9:45] reach $275. [9:47] That's when he said he learned about [9:49] Maderna's cancer vaccine. Wait, for the [9:52] first time, he just has this dream based [9:55] on vibes based analysis. He's he's he's [9:57] vibes trading. Um over the next two [10:00] weeks, the stock went up 25% and Togei [10:03] got worried that all the hype from the [10:04] trial was already priced in. Then he had [10:07] another dream. this time that Maderna [10:11] stock would surge 22%. [10:13] Uh I thought, this is a quote from him, [10:16] he says, I thought it was a sign from [10:18] God that I was wrong about the top being [10:21] in and that I should trust my original [10:23] swap end of market on Friday plant. But [10:26] when he woke up and checked his phone, [10:28] Maderna was tanking and his position was [10:30] down nearly $200,000. [10:33] Uh quote from toi. My port down 200k [10:37] almost had me full fully in a panic [10:39] thinking maybe sell on the news was so [10:42] obvious that they are selling days [10:45] before the news. Originally toi had [10:47] planned to flip his entire position from [10:50] long to short on Friday October 23rd [10:52] betting that Moderna's stock would crash [10:54] after the trial results were released on [10:56] Saturday. But the sudden drop convinced [10:58] him to move up his plans. quote, "I got [11:00] too scared that the pump would happen so [11:03] soon that I'd have no capital left to [11:05] flip the port short come Friday." But so [11:09] he sold his position at a loss, freeing [11:11] up roughly $500,000 to bet against Madna [11:13] by buying put options ahead of the trial [11:15] results. Perfect timing for Togei. [11:16] Shortly after the results were leaked [11:18] and the stock crashed by 26% in Togei's [11:21] own words, quote, "And the rest is some [11:23] giga stroke of luck history. The news [11:26] broke early somehow." question mark [11:28] question mark question mark question [11:29] mark the most likely outcome for all [11:32] traders would be that I was destined for [11:35] rocksolid thesis blown up by some [11:37] unlucky BS says that's my quant [11:39] >> lucky [11:40] >> giga stroke of luck [11:41] >> giga stroke of luck lucky my panic this [11:45] morning got to my head enough to break [11:47] my original game plan in hindsight this [11:50] entire saga was beyond obvious thanks [11:52] for playing not financial advice I'm [11:55] just learning gambling [11:56] >> guy gets has two dreams and a giga [11:59] stroke of luck and says in the end this [12:01] was all beyond obvious. [12:03] >> All beyond obvious but also not [12:05] financial advice. I'm just learning and [12:07] gambling but also put some respect on [12:09] the thesis [12:12] sum for some. So I don't know [12:15] >> the thesis that started before he was [12:17] aware of what the entire stock was [12:20] riding on. [12:20] >> It's it's uh yeah it's a very very funny [12:23] story. Anyway uh yeah Maderna it's all [12:26] over the place. How is Tyler doing this [12:28] round? [12:29] >> Well, so it's Nick playing now. Kind of [12:30] swapping through just swap. Let's see. [12:33] So, the the score to beat is even if if [12:36] >> slightly negative [12:36] >> if Nick if he can go even. [12:38] >> Yeah. Okay. Okay. Um I don't know if I [12:41] played this map in the in the beta. [12:43] >> You look like you're about to pull up a [12:44] >> pretty good [12:45] >> a shot from deep. [12:47] >> Is he leaning in yet? [12:49] >> Stands forward for Modern Warfare 4. [12:52] >> Um this is exciting. [12:55] And somebody in the chat also said it's [12:56] only 26 days until GTA 6. So it's uh [12:59] Christmas is coming early for the next [13:02] 62 days. [13:03] >> Get it together. [13:04] >> Get it together. Okay. Uh well [13:07] >> uh President Trump says Sundar over at [13:11] Google talked him out of renaming the [13:12] Atlantic Ocean. Okay. [13:14] >> Says and I spoke to a brilliant guy [13:15] Sundar. He heads all of Google. He's a [13:17] brilliant guy. [13:18] >> Okay. [13:18] >> Uh Sergey and Sundar totally brilliant [13:20] guys. You know they're they're still [13:22] rattled from the Gulf. And I said, "No, [13:24] Sundar. I'm thinking of the Atlantic [13:26] Ocean. Can you handle it?" "No, no, no. [13:30] This time I'm not doing it." He said, he [13:31] said, "Oceans are different, sir. You [13:33] know, they cover they cover really a lot [13:36] of countries. Please don't ask us to do [13:38] that." [13:38] >> That's the craziest thing. So, it' be [13:41] the American ocean. Is that the idea? [13:43] >> I think you would have to assume so. [13:45] >> Or Trump Ocean. [13:48] Maybe Mara Lago. The ocean. I don't [13:51] know. [13:51] >> Could see all of these. I feel like [13:53] there's enough in the in the Trump brand [13:55] cannon to to rename everything because [13:58] after you rename one Gulf, if you if you [14:00] have another Gulf, you need to come up [14:01] with another one. Well, uh, so you have [14:04] America and then United States, the [14:07] United States ocean on the other side, I [14:09] guess. Yeah. [14:09] >> Try and make everything United States. [14:11] >> So, apparently Lake Ontario only shows [14:14] up as Lake America in the United States. [14:16] Oh, [14:16] >> if you're outside locked. Oh, so that [14:19] >> same for the Gulf, too. So now there's [14:21] the lake, the Gulf, and then now there's [14:23] >> we're really just living in our own [14:24] little world. [14:25] >> It's a little bubble. Little bit of a [14:26] bubble. [14:27] >> Personalized AI internet. Basically, the [14:30] American internet. That's where we're [14:32] going. [14:32] >> Let's check in with Joe Lndale. He was [14:35] on CNBC yesterday. [14:37] >> Yeah, we got to break this one down. [14:38] >> And there's a lot to to kind of process [14:41] here. [14:42] >> Yes, this is Joe Londale. [14:45] She calls it the trapped bot for [14:46] driveway. We have six little kids and [14:48] it's it's telling us about our kids [14:50] health appointments, their activities, [14:51] trying to figure out my 2-year-old how [14:53] to deprecate his binky right now, right? [14:54] Telling me when and when not to give it [14:55] to him. Pretty funny. [14:56] >> Pause. First off, he's calling the I [14:59] mean, well, let's start with the basics. [15:00] He's calling in from [15:03] uh private aircraft [15:04] >> immediate alt. [15:05] >> Uh which is incredible. I think um a lot [15:09] of people, we actually have had guests [15:10] this week call in from their planes, but [15:12] they'll use a Zoom background. [15:14] >> Usually people do the Zoom background. [15:15] going no Zoom background. Very strong [15:17] play. [15:18] >> Second thought, you know, he's [15:19] immediately apparently in their [15:21] household they're calling it the uh tra [15:23] the Grockbot. They've rebranded Grockbot [15:25] to trad [15:29] Stunlock's the anchor with [15:30] >> super, you know, and we know Joe's [15:32] contrarian, right? [15:34] >> One of the ultimate contrarians, right? [15:36] Um, but going to Grock for parenting [15:38] advice is probably is probably the most [15:41] there's a lot of things that you could [15:43] go to it for, but going to it for for [15:45] parenting advice is the is the ultimate [15:48] contrarian move. Knowing [15:50] >> knowing what sort of hides in the [15:52] weights, right? Knowing the thing that [15:53] has [15:54] >> emerged at times. [15:56] >> Yes. [15:56] >> And could emerge at any moment [15:58] potentially [15:59] >> that is maybe may or may not be fully [16:01] solved. Right. So knowing that all [16:03] things all things considered very [16:05] contrarian but it makes me knowing how [16:08] often he's been contrarian and right [16:09] which has led to extreme investment [16:12] results. It makes me way more tempted to [16:14] start going to Grock for parenting. [16:16] >> You might be looking at the next great [16:17] parenting product. [16:18] >> Exactly. And maybe maybe maybe there's [16:21] an opportunity here to reposition Grock [16:22] around. [16:23] >> Maybe that's the key to product market [16:24] fit in that category. [16:25] >> Totally. Totally. Totally. [16:26] >> So he's running Tradbot. [16:28] >> Okay. in the home for parent, you know, [16:31] just general like household management, [16:32] parenting advice. I think I think that [16:34] makes, you know, again, it's contrarian, [16:37] but I I'm gonna give it a shot now. [16:39] >> Yeah. [16:40] >> Um, next up, language selection. We got [16:42] to talk about language selection. [16:44] >> He talks about, you know, clearly one of [16:47] their kids is using a binky. They want [16:48] to get him off the binky. It's like a [16:50] little addiction. Been there as a [16:52] parent, but word selection, right? [16:54] Deprecate the binky, right? really [16:57] really good word selection especially [16:58] with this audience right this audience [17:00] is an audience of [17:02] >> capital allocators and [17:04] >> you know this audience knows okay [17:05] deprecate the pinky it just it clicks [17:07] almost instantly [17:08] >> immediately [17:08] >> yeah so all in all 17 seconds on this [17:12] video one of the best performances we've [17:14] seen [17:14] >> of any CNBC hit [17:17] >> in years yeah the chat's saying uh just [17:19] needs McDonald's and a diet coke so if [17:21] you really wanted to to like get into [17:23] that sort of like Donald mentality [17:26] He should have taken a bite or at least [17:28] a sip of something. [17:29] >> But overall, round of applause. [17:32] Fantastic. [17:33] >> Fantastic. [17:35] >> Yeah. Really elite elite performance. [17:36] >> Not going to be I'm I'm going to go out [17:38] on a limb and say I don't think it'll be [17:39] topped. [17:39] >> I don't think it'll be topped. No. [17:41] >> No. This is This is S tier performance. [17:42] >> S tier. Uh should we head over to one of [17:45] Joe's uh portfolio founders? Sure. [17:48] >> Friend of the show, Scott Woo. [17:50] >> What do you say? [17:51] >> Uh Scott Woo was doing some math. [17:53] >> Yes. The natural thing obviously once [17:55] that got too easy is then you take eight [17:57] cards and you make the current year [17:59] >> and this year is now 2025. [18:02] >> Um and so we get to try that one. And um [18:05] in this case it's actually quite uh [18:07] quite easy because 13 - 12 is 1. 11 - 10 [18:10] is 1. 1 + 1 + 7 is 9. And it turns out [18:12] that 9 * 9 * 5 * 5 is exactly 20. [18:15] >> Okay. Well, but okay. So at some point [18:17] that gets too easy. [18:18] >> Do you think you have to practice this? [18:21] because I know he's been elite at mental [18:24] math and these like all these different [18:26] types of math challenges from when he [18:29] was a kid, but like this can't come up [18:30] on a daily basis in his job as CEO of [18:33] cognition, right? [18:34] >> Or does it? [18:35] >> I think he should do it with potential [18:36] hires. [18:37] >> Okay. [18:38] >> It's like, hey, let's go. Let's talk for [18:39] a couple hours and then let's block off [18:41] 30 minutes for math tricks. [18:43] >> Yeah. I mean, he has that story about do [18:45] playing what was it? High stakes poker [18:47] for term sheet with Founders Fund. [18:50] >> Yeah. Yeah. He was playing, I think, [18:52] poker against Napoleon. Chess versus [18:54] Peter. [18:55] >> That was the one he he wanted to do. [18:56] >> Okay. But yeah, I mean, you pull that [18:58] trick out with a with like a a mid-tier [19:01] VC who's trying to cram into a later [19:02] round like it's it's game over. You get [19:04] whatever. [19:05] >> This is a learned skill. I think this is [19:06] a learned skill. [19:07] >> You think so? [19:07] >> Yeah. [19:08] >> Okay. Learn it. [19:09] >> All right. [19:10] >> Okay. I want [19:10] >> in a month. I I'll I think I can do this [19:12] on the show. [19:14] >> We've given you so many challenges. It's [19:16] like learn the drums prestige [19:19] >> skydive without a parachute. [19:22] >> That one's doable with a net, right? [19:24] Didn't they? [19:24] >> No, you got to do the pasta method. [19:26] >> What's the other people? [19:27] >> Oh, other people get you. Okay. Okay. [19:38] >> I want to heal. I want to feel what I [19:41] thought was never real. [19:50] I like that. I like that. [19:51] >> Let's head over to the Knicks. [19:54] >> Okay, [19:54] >> let's check in with the Knicks. [19:55] >> What's going on with the Knicks? [19:56] >> The Knicks assistants were told they [19:58] would receive championship rings [20:00] eventually, but many longtime employees [20:02] at Madison Square Garden, including some [20:04] who work in the Knicks business [20:05] operations, will not receive rings at [20:07] all. team sources told the Atlantic. [20:09] Typically, most employees for NBA teams [20:12] receive rings, even if they are not as [20:14] fancy and expensive as the ones the [20:16] players receive. Those MSG employees got [20:18] their hopes up at the end of September [20:20] when the Knicks sent an email to a long [20:22] list of employees, which gave recipients [20:24] a first glimpse at their wouldbe [20:26] championship rings. At top the email, a [20:28] copy of which the Atlant The Athletic [20:30] has obtained, was a graphic of two [20:33] differently styled rings. [20:34] Congratulations, your employee [20:36] championship ring is here. The email [20:38] read. This is one. This one is on the [20:40] house. MSG is issuing a complimentary [20:43] employee. [20:44] >> I didn't I saw this and I didn't [20:45] understand the full context. Now I get [20:47] it. [20:48] >> MSG is issuing a complimentary employee [20:50] championship ring. The same jeweler, the [20:52] same craftsmanship, personalized with [20:54] your name. No cost to you. There are two [20:56] designs to choose from. Championship [20:58] gold and garden classic. Reserve the one [21:00] you want below. But the email was a fake [21:03] out. A fishing test Madison Square [21:05] Garden Gardens sent to see if those [21:07] employees would click. Multiple team [21:08] sources said those who did click the [21:10] link at the bottom of the message did [21:12] not get to choose any jewelry. Instead, [21:15] they were forced to attend a mandatory [21:17] cyber security class to help satisfy [21:20] some of Dolan's growing cyber security [21:22] concerns. those team sources said [21:25] definitely the most insane thing I've [21:27] ever heard of a company doing to [21:31] >> I think it's a good plan. We got to [21:32] start doing this. Send in Jackson. Hey, [21:34] we got you Nitro Circus tickets. Click [21:36] here. If he clicks it, he's got to go to [21:38] cyber security training or send me a [21:42] truck rally. [21:43] >> Figure out what every individual on the [21:45] team their hopes and dreams. [21:46] >> Yes. [21:47] >> Like it has to be something that that is [21:49] they literally have dreamed about for [21:51] more than a decade. [21:52] >> Yes. and then deliver that deliver a [21:54] fishing email based on that. Yes. And [21:55] you could actually use AI to do that, [21:57] right? [21:57] >> Yes, you could. You could. So I I [22:00] actually I mean I understand this isn't [22:02] very poor taste, but uh agree with Dale [22:05] Nhard Jr. [22:08] >> immediately. I uh I uh I don't have as [22:12] much of a problem with it if there is a [22:15] uh if there is actually something about [22:18] it that if you inspect the email [22:20] thoroughly enough you can tell it's a [22:22] fishing email. So it has to come from [22:25] MSG. [22:27] >> I don't have a problem. I don't have a [22:28] problem with that. [22:29] >> But if it just comes from [22:31] >> So they have to get They're saying it's [22:32] normal for all the employees to get [22:34] rings. [22:36] >> And so these people [22:38] >> not getting rings but getting the [22:39] fishing email and having to go to the [22:41] cyber security, you know, [22:43] >> the uh the the naughty naughty meeting [22:47] is completely insane. [22:48] >> Okay. I get that. [22:50] >> And demoralizing. And if you were one of [22:53] these people, you work at MSG, you work [22:56] for the Knicks, you won the [22:58] championship. This probably will become [23:00] the item in your life that is most [23:02] significant to you. [23:03] >> Sure. [23:04] >> The thing that's irreplaceable. [23:05] >> Yes. [23:06] >> You've been hearing that, oh, maybe [23:08] we're getting it. Maybe we're getting [23:09] it. [23:09] >> We Okay. [23:11] >> And then you don't get it. And you But [23:13] so you get the you get the fishing [23:14] email. You're just a little bit excited. [23:16] So, I can see cyber criminals taking [23:19] advantage of this kind of thing. It it [23:22] might even happen, right? Like, hey, [23:24] when when a team wins a championship, [23:26] >> send a fishing email [23:28] >> Yeah. [23:28] >> about rings to everybody involved and [23:31] let's try to break into their systems [23:32] that way. [23:32] >> Sure. If look, it's a controversial [23:34] decision not to give everyone the ring, [23:37] >> but they made it crystal clear that in [23:39] this organization, we just don't do it [23:41] like the other teams. if you want to be [23:43] on a team that gives rings to everyone, [23:46] you got to go to a different team, [23:47] right? And they've made that crystal [23:48] clear. And then so and it's been [23:51] publicized. So there's been news [23:53] articles about, oh, Nick's employees [23:55] don't get rings and it's been [23:56] established and the and the team has [23:58] communicated that very clearly. And then [24:00] there's a fishing email and it comes [24:02] from and it comes from it set up a [24:04] special domain. So if you looked at it [24:06] closely, you could tell that it's a [24:07] fishing email. [24:08] >> Still cruel. [24:09] >> Still cruel, but fair game. This is [24:11] cruel and unusual punishment. [24:13] >> Okay. I it it well, we don't we don't [24:14] fully know how clearly they had [24:16] communicated. At least I don't. And so [24:19] with your with your series of events, if [24:21] that's true, I I I do agree with you. I [24:23] do agree with you. Given the given uh [24:25] given the level of cyber security [24:27] threats, almost nothing is off the table [24:28] for for fishing. I think that CEOs [24:32] should be hiring actors to put on full [24:34] Hollywood makeup to go into the office [24:35] as them and try and fish employees in [24:38] person. I feel like you should if you [24:41] work at a company, you should see an [24:43] actor who's dressed up like the boss [24:45] knock on your door. Hey, can you uh can [24:47] you wire $10,000 to this account? And if [24:50] they and if they do it, boom, security [24:52] training because you fell for the Nathan [24:54] Fielderesque uh fishing scheme. [24:57] >> In other news, Quest Diagnostics has [25:00] been hacked. [25:00] >> Brutal. [25:01] >> Patient data was exposed. They serve [25:02] roughly half of US hospitals and [25:04] physicians. The investigation is [25:07] ongoing. Quest said, "Yesterday, we have [25:10] identified an incident involving [25:12] unauthorized access to our quantum lab [25:15] service manager, which certain clients [25:17] use to place test orders, receive, and [25:19] look up results." [25:20] >> It's interesting they say certain [25:22] clients like you imagine like pretty [25:24] much they probably have some other ways [25:26] to check it, but like this seems like [25:28] they're kind of like the main thing. Um, [25:30] upon discovery of the incident, we pause [25:32] access to the system and we are [25:33] continuing to investigate the incident. [25:35] Our core business operations are not [25:37] impacted and remain up and running. What [25:39] data was effective? We believe some [25:41] patient data within Quantum LSM was [25:43] accessed, but other systems were not [25:45] affected. We are working diligently to [25:47] investigate the incident to determine [25:48] the specific data affected. [25:51] Um, does this mean patient health [25:53] information or patient identifiable [25:56] information was part of the unauthorized [25:58] access? Yes. [25:59] >> Yes. But we are still investigating to [26:01] determine the specific data. [26:02] >> So they probably have some cyber [26:03] insurance policy that was inked like [26:06] years ago and so they'll probably have [26:08] to pay out some sort of settlement or [26:10] class action. But the financial [26:11] motivation behind this one is curious [26:14] like I understand uh the botn nets [26:17] installing crypto miners stealing crypto [26:20] stealing uh API tokens to uh work on [26:25] largecale distillation attacks. But you [26:28] get a bunch of patient data. I'm [26:30] wondering what the value of that is to a [26:32] hacker other than just like you were [26:34] trying to hack everything and why not [26:36] this website too if it's running PHP or [26:38] something. But do you have any [26:40] >> comments are saying like medical records [26:42] of politicians in the wrong hands could [26:44] give them uh leverage. [26:47] >> Yeah. [26:48] >> Blackmailing testosterone extortion. [26:51] >> Yeah. John would hate for his fourdigit [26:54] testosterone to leak. Well, [26:57] >> let's pull up this video from John. He [26:59] recently [27:01] >> uh recently posted it. [27:05] Uh I'll send it over. [27:08] >> Cows know that humans exist. They can [27:10] see us, but cows don't know that money [27:12] exist. So just as cows can't understand [27:16] the financial system that controls their [27:19] lives today, we will not be able to [27:22] understand the AI financial system that [27:25] will control our lives in 10 or 20 [27:27] years. Which means that we are the cows [27:29] of the future. We are the cows of the [27:40] >> You got to be the wild bull riders. [27:42] >> It says, "My cows know money exists. I [27:45] do money spreads every morning." [27:49] >> Yeah. Can I read this article from the [27:52] Wall Street Journal mansion section? [27:54] Jordy, [27:54] >> hit me. [27:55] >> Alaska property comes with a helipad. [27:59] This is a special special property. [28:02] 147 acres with a helellipad. Guess how [28:05] much it's going for. They're giving it [28:07] away. Just 12.5 million. 2 million. No. [28:10] 12.5 million. [28:12] >> No. There's that house we saw in Alaska [28:14] that was like Yeah. [28:15] >> One of one [28:16] >> I think that was on like five acres John [28:18] Lner. [28:19] >> John Lner, [28:19] >> but it was like 600k or something. [28:22] >> But this is a this is a very cool story. [28:23] So, uh, Richard Striken lived in Alaska [28:26] his whole life. The 68-year-old retired [28:28] commercial real estate developer was [28:30] born in Fairbanks, spent time along the [28:32] Beering Sea in an Eskimo village. But [28:35] when it was time to settle down, he [28:36] built a family compound. He chose [28:38] Palmer, a small city about 40 miles from [28:41] Anchorage surrounded by glaciers. The [28:43] landscape attracted him with its [28:44] grandeur. His 147 acre property has [28:48] views of the glaciers, mountain ranges, [28:49] and northern lights. I climbed a tree [28:52] and I saw the view potential, and that's [28:54] where I decided I was going to build, he [28:56] said. Now he's looking to downsize. [28:58] Striken has listed has decided to list [29:00] the compound for 12.5 million, making it [29:02] one of the most expensive homes for sale [29:04] in Alaska. According to Troy Danov Fay [29:07] Ranches, uh Striken began to assemble [29:09] his compound just outside the city [29:11] limits in the9s on the property, which [29:13] he calls the ultimate ultimate Alaska. [29:16] He built a ranchstyle singlestory main [29:18] bedroom uh main house with three [29:20] bedrooms, a garage, and a two-bedroom [29:22] apartment above it, and a helellipad for [29:24] his wife. Uh he built vegetable gardens [29:27] in an orchard. The couple's [29:28] >> I thought you were saying you built a [29:29] helipad for his wife. I was like that's [29:32] amazing. [29:32] >> That would be good. Uh they have 13 [29:34] grandchildren that live nearby. Let's [29:36] give it for that. [29:38] >> Uh during the winter solstice, Palmer [29:40] receives only about 5 hours of sunlight [29:42] a day. Stricken and his family spends [29:45] this time skiing, visiting local winter [29:47] festivals, and attending the [29:49] grandchildren's indoor sporting events. [29:51] When spring arrives, they shift to [29:53] snowmmoiling on the glaciers, uh, [29:55] prepping the orchard and gardens for the [29:57] growing season and enjoying outdoor [29:59] community events. They are selling [30:01] because he has built a lakefront home [30:03] about an hour away and his and he and [30:05] his wife plan to spend most of their [30:07] time there. So, if you're in the market [30:09] for 147 acre Alaska compound, head over [30:13] to [30:14] >> You know who should consider who? [30:16] >> Palmer Lucky. Oh, yeah. Ven Lamb. Yeah, [30:19] >> they just set set up set up a dog [30:22] operation out there. [30:23] >> Why not there? [30:23] >> Ben Lamb and Palmer have Warhound. [30:26] >> Yeah, very [30:27] >> uh a company coming out of stealth to [30:30] genetically engineer dogs for military [30:32] and law enforcement. Let's pull up this [30:34] video [30:35] >> of them talking about it [30:36] >> back in 2023. [30:37] >> And I'm talking about biological [30:39] weapons. I'm talking about using biology [30:41] as a tool to solve a lot of military [30:43] problems because we have new advanced [30:45] bio-engineering capabilities. So muscles [30:47] that go in machines are going to be a [30:48] really big deal. For example, building [30:50] self-power scavenging robots that can [30:52] live off of grass out in a field. [30:54] Imagine if you could have radio relays [30:56] that roam the planes and just eat grass [30:58] and that's how they power themselves and [31:00] they're very low signature. They can [31:01] hide. They can hibernate. There's [31:03] actually a lot of interesting biology [31:05] derived systems where you can take that [31:06] stuff in, have bacteria in a little [31:08] bioreactor that puts out methane gas [31:10] which you then run a fuel cell with. [31:12] It's really really cool stuff. And then [31:13] of course the other big one is, you [31:14] know, you guys are probably familiar [31:15] with some of the companies out there [31:16] doing deextinction work of species. And [31:19] I think there's a lot of species in the [31:21] history of our planet where if we go [31:22] back to the future, they're going to [31:23] have excellent military applications. [31:25] You think that German shepherds, they [31:26] weigh 150 lbs, are really good canine [31:29] units. Well, what about direwolves? What [31:30] if you have 600 lb canine units carrying [31:33] 150 lb of armor? You're talking about [31:35] something that weighs all up eight times [31:37] more with 100 times more bullet [31:38] resistance. They're extinct now, but [31:40] they don't have to continue to be. That [31:42] sounds crazy, but I don't know if you [31:43] guys know this that the US military [31:44] actually already has a lot of animals [31:46] working in it. You have a lot of dogs [31:48] working in the military. You have a lot [31:50] of uh dolphins and seals that are [31:52] working in the US Navy. And of course, [31:53] we'd customize them a bit, too. You [31:54] know, give them some better endurance, [31:56] give them the ability to breathe at high [31:58] altitudes, things they didn't have when [31:59] they were on the Arctic tundra. Imagine [32:01] if you could have all of the survival [32:02] characteristics of Arctic wolves, but [32:05] with the obedience and trust and loving [32:08] characteristics of domesticated animals. [32:11] Of course, you can breed things like [32:12] this over long periods of time with [32:14] different levels of success, but what if [32:15] you could really get it to be like every [32:17] canine unit we have in the northern [32:19] latitudes, they have the characteristics [32:21] of the strongest Arctic wolf that ever [32:24] walked the earth. And also, they love to [32:26] cuddle and do exactly what I say. [32:28] >> I was always thinking that uh it would [32:30] go the other direction. Instead of [32:31] trying to scale up the friendly dog, you [32:33] would try and make the fierce giant bear [32:36] friendly and you would genetically [32:37] engineer a domesticated bear and [32:39] basically speed that up because wool [32:41] dogs came from wolves over generations. [32:44] They became friendlier. It feels like [32:46] you could speed that up, but uh Palmer [32:48] and Bened Lamb clearly know better than [32:49] I do. [32:50] >> Why stop at at you know seals and [32:52] dolphins? Why not great friendly great [32:54] white sharks? [32:55] >> Great white sharks with [32:56] >> man's best friend in the seas. [33:00] That's right. Uh, thank you for tuning [33:02] in. Fantastic week, fantastic show. We [33:05] made it through some sickness, some [33:06] chaos. [33:07] >> Let's get Let's get the Christmas [33:09] countdown up again. 62 days to [33:11] Christmas. [33:12] >> We'll see you Monday after. [33:13] >> Goodbye. [33:14] >> Goodbye.