TWiST E1931 MASTER

TWiST E1931   MASTER
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But this geni movement is the actual Industrialization movement of making More images making more software making More mockups making it easier for us to Access data quickly and so I think with That when you apply that back to Software engineer agent we can now the Same way we went from making one card a To 10 we can 100x ourselves and so me as A software engineer I can work on 10 Different problems at the same time or 30 different problems with the help of These agents I think we're about to have the THX jump In software Development this week in startups is Brought to you by Gusto is easy online Payroll benefits and HR built for modern Small businesses get 3 months free when You run your first payroll at gusto.com Twist mantle the AI powered Equity Management platform designed for modern Founders and operators get your first 12 Months free at withm man.com Twist and HubSpot join thousands of Companies that are growing better with HubSpot for startups learn more and get Extra benefits for being a Twist Listener now at hubspot.com Startups all right everybody welcome Back to this weekend startups it's your Boy jcal here with my guy sty modra GM Of Brock Cloud go to console. gq.com and You can start playing with the fastest

And cheapest inference in the world Welcome back Sunny good to be back J Cal Yeah we um missed you on the all-in Pod What happened well yeah I mean a lot of People are asking me because I never Miss very very rare miss an episode yeah So you had the Iron Man going I think You had the Iron Man going I mean I'm Pretty good generally speaking what Happened was I was um I was you know Here in Austin and I went to the sck and They have this great bison rib and I'm Chewing on I mean I wasn't chewing on The bone itself but it's chewy rib and Yeah I heard like a crack and I thought Maybe I just you know when your two Teeth you know crack together or Something I didn't think much of it yeah It wasn't hurting and then two days Later I'm flossing and like the tooth Kind of hangs halfway out I'm like holy Cow and uh so you know then a couple Days later I get find an emergency Dentist I get there they're like oh you Know that R Canal I had 20 years ago you Know those kind of deteriorate over Decades and uh you know it's basically It's cracked and so then I was able to Get emergency surgery they extracted the Root of the root canal and then put in I Guess what they call an implant or Something and then I guess I gota wait Three months it heals and then they put Another crown on it or something but you

Know for three days I don't like taking Paint meds and you know they gave me Some pain meds that screws up my sleep And then the pain was screwing up my Sleep I just like really was in a fog And I tried to go and I'm like looking At the docket I'm like I can't even read The docket and my mouth is swallow I'm Now four days were 5 days past the Surgery but at the taping of all in it Was like whatever 48 hours and I was Just loopy and I was like you know what I don't want to like toao the audience And be loopy so yeah I just took a yeah Took a day off which of course is always Great because the Maga are like take a Permanent Vacation Jake that other People are like I'm not even watching The show so uh you know to to my Maga Friends who absolutely are thrilled when I'm not on they're like oh more time to Talk about Ukraine and Biden Biden but It was a good episode actually so great Job to I only made three quarters Through but yeah it was it was fun yeah But it was missing the moderator how are You doing I know you've been traveling And grow continues to grow yeah you know What maybe let's like it was a big week This week let's do a little bit of news Before we do demos there's kind of like Three important news stories that we we Want to highlight coming out of this Week and um you know I had a kind of a

Tweet about it so maybe we'll use that As like the the the grounding here and This one's kind of related to us but we W we won't talk about grock here but you Know three major companies launched Chips this week and this is really Important so and the three companies Were meta announced a new chip called Mtia meta training and inference Accelerator Google uh made some of their Chips available to the public uh out of Their conference their T TPU V5 and then Intel launched the G3 AI chips for mass Production in Q3 and um that's really Interesting because these are three Major companies that are basically out There you know putting new hardware into The Ecosystem um and you know let's uh what Are your thoughts when you when when When you read that what what do you make Of that yeah so it does seem there's a Number of things that occur when we have A boom like this you know there are People who've been investing in this Technology all along and they've seen Hey there is a a path here and Nvidia Comes to mind right like they saw there Was a path here but they were working on Video games crypto and then Ai and then Of course crypto kind of plummets video Games still growing on a pretty good Clip but of course AI then becomes a Spoon and when people see that there are

Two um drivers in basic human behavior One is fear and one is greed right yeah And so if you pause and you think about You know okay your Intel your Google Your Amazon whoever it happens to be Meta probably um has a fear um that or I Should say they see an opportunity Having their own chips what's the Opportunity there I think they're Probably opportunistic hey we have this Data if we have these chips we can save Money so sure we're backing up the Brinks truck I think they're one of the Biggest customers of Nvidia but you know Hey this gives them a little bit of a Hedge hey you know if we have to Negotiate prices with Nvidia you know we Do have some of our own ships being Deployed here and then for other folks It could just be complete fear that They're going to lose their business you Know like in to right um and that other People are going to run away with it so There's usually those those dual um you Know motivators and what's good for Everybody is you know most of these Projects will probably fail to be Significant but in aggregate they're Going to drive prices lower and the Competition will make everybody sharper Yeah so you could always see in one of Those tweets I guess it was intel was Claiming you know they're all going to Make claims hey we're better on this

Task in France we we're this percentage Better and that's what you really want To see in a in a in a a a thriving Economy is competition and here we go Competition is here it's great yeah I'll Just add like one more thing on that Particular story I I think that holds True you know we don't really see any of These chips in production or external Benchmarks just yet so that's you know Kind of TBD which means that it is sort Of like a you know maybe like you said Like a internal thing SL pricing Pressure thing the other thing that I Thought that Google did at their Conference was not only did they launch Like an AI chip which is all the rage These days but they also made available A new uh kind of CPU which is an Arm-based CPU which is interesting Because that's them kind of going more Directly after the traditional compute Stack with with a chip that they've Created and so it's really fascinating How the you know future world of compute Is playing out yeah and and you know if You look at something like Facebook they Have really pushed open- Source Hardware Commodity Hardware because they realized That the business they were the first Actually they were the first back in the Day yeah so they they they've pushed Very hard for decades now on just making Servers

Commodities uh data centers Commodities The infrastructure in data centers a Commodity because that serves them right And and I think Google partic iated in That as well so you have the people who Have a consumer application like Google Search or Instagram Facebook a social Network and the advertising businesses They don't care about the hardware being Commoditized that's better for them now Nvidia May care very much grock may very Care very much and so this just makes Everybody uh sharper and better at their Jobs and I think that competition is Going to become very real but like You're saying are these in anybody's Hands yet um it takes years to to get These things into people's hands right There it is Project yeah this was the Big project that uh you know Facebook Started you know back in 2009 right so It has been over a decade which is Incredible yeah almost 15 years now yeah Wow crazy and that really has Driven a lot of server-based and Cloud-based Computing is this Commodification of the hardware sack Right and so yeah great awesome it's Going to be great for the industry and Um you know there there's other problems That need to be solved and then I guess We'll get into some of those now okay Switch gears uh two more quick news Stories So Adam shift yeah so this one

Is kind of near and dear to you right Because you know he has pushed uh you Know put something on the table to Basically you know require people to Disclose right it's called a copyright Disclosure act and disclose where they Got their content from you know this is A this is an interesting one because It's very near and dear to you and we've Talked about this a lot we have a demo Coming up which I think is an incredible Demo but definitely does cross into some Of these lines but what do you think About this law I think this is sort of What you've been saying for a long time When it comes to yeah I mean I hate to Say I told you so but yeah yeah I told You so listen as a Founder there are Things I love doing like Building Products or meeting with Partners Hanging out with my team and dreaming New ideas and then there are chores that I don't want to do I don't want to do HR I don't want to do payroll I don't want To deal with all that so I use Gusto Gusto is the best for payroll for HR Services and for running a small Business it makes everything so much Easier even a midsize business man I I Got a lot of portfolio companies that Are pre sizable using Gusto because it Is designed for you the small business Owner and payroll is something you Definitely do not want to mess up you

Got to get it right and Gusto is going To make it perfect for you by Calculating paychecks perfectly also Payroll taxes you got to get your taxes Right you can't make mistakes there and You want to set up open enrollment you Want to be good to your people Gusto Handles onboarding health insurance 401K Time tracking commuter benefits off of Letters and they even give you access to HR experts so Gusto takes all of this Off your hand and let you focus on Important stuff your product and your Customers it's super easy to set up and Get started and if you're moving from Another provider gusta will transfer all Your data for you here's your qu to Action because you're a Twist listener And you're part of the family you're Going to get 3 months free incredibly Generous totally unnecessary thank you So much to our friends at gusto.com Twist you must go to Gusto again Gusto.com Twi to get three months free thank you Gusto team you can't just take people's Work and build a derivative product out Of it without their permission and Without their consent without um you Know paying them and so here we are the Industry has stolen content and they've Explicitly stolen it and they knew they Were stealing it and so open eii it's Come out has stolen tons of content they

Built scrapers to do this and their Concept that it's fair use is laughable You as the person who created this IP You have the right to create the Derivative products from that IP and There the fair use Doctrine is very Narrow and its purpose is very clear Educational to make Society better right A small portion of the original work and Not interfering with that person's Ability to monetize it you can look up The four-part test there's little Exception so you know if you're doing an Educational project you get a lot more Leeway an example of that might be if I Wanted to do you and I decided we're Going to do a critical analysis of Blade Runner we could sit here and play C from Blade Runner but we can't create Blade Runner 2049 and so people will use like A really silly argument like oh well This is how humans learn and the Computers learn differently none of that Really matters the way intellectual Property works is you have some amount Of um ownership of it uh there are fair Use exceptions for education and using Small amounts of content but that Doesn't give you the right to create the Derivative product and exploit future Products unless you have a license so What I like about this bill is it just Says hey tell us what you used and that Seems more than fair if you used my

Content to build something I should know Yeah yeah and so I this is I do hope What I hope happens here and I'll just End on this is I hope that New York Times gets an injunction against open Ai And they have to pull their product from The market and I think the New York Times Dow Jones yeah I think they should all get Together and gang up on open AI at this Point right now to protect the future um And this idea that you know oh it can't Be done and Technology always wins tell That to Napster tell that to scour like You can stop this you must be Coordinated in order to stop it the Music industry is a highly coordinated Group what has to happen is journalists Publishers and content creators on the Internet have to join that group and as A united front uh they should get Together and they should not stop with Just a settlement with open AI they Should force them to remove the product From market and they should force them To start the product over again because If you stole all that content and you Made the model and then you're saying oh Well you know now we'll leave you out of It you've already created the value and A hundred billion do in value has been Created and I think $2 billion for $3 Billion in shares have been sold so Essentially what's happened is they've

Taken the value of the New York Times And other Publications they've built a Company that company has perceived value In the market to the point at which the Most sophisticated in the world Investors in the world are buying it at A 90 billion or hundred billion dollar Valuation that that money a portion of That belongs to the New York Times and Whoever else they scraped and so you Know hopefully this time the content Industry will act in unison and not fold That's my belief on it I think you and I Are a little bit different sides here I Wouldn't take that open AI should go Down but I do think you know a lot of Those organizations struggle and they Should get at least some share of the Revenue or something like that that's Being generated um while everything else Is being settled but that bill is going To be interesting and you know let's uh Let's put another bet jcal because you Know since we're you know we're on our Way to 100K bets we'll probably pass it But who knows this is just take aside Does this bill pass or does this bill um You Know yeah what version of it passes I I Think that a bill will get passed um I Don't know if it'll be this one but I do Believe a bill um to to do this will get Passed because it's going to take 10 Years to you know to litigate this stuff

In or five 10 years for this to go Through the court system didn't take That long they was they were a private Company student to Oblivion so you know Yeah so I mean here I think open AI they Have a lot of resources and so part of This is fight they can they can fight For a long time whereas Napster didn't Really have the ability to fight for Even a long time even YouTube The Reason YouTube was sold uh to Google was Because so they could fight the fight The lawsuit and they and they that took Years and years and years and so you Know I do believe that there will have To be some new laws um around uh Training specifically because we're Sitting here and we keep debating is it Legal to train on other people data um I Guarantee you it's not legal um and I Guarantee it will be found to not be Legal to use other people's content to Train a new intelligence that you can Then go exploit that work and so well Maybe we'll come back to this bet we Have to think about it a bit more okay We have to think about how to frame it But um and it's not that I want to see Open ai go away I've got you know I do Believe the technolog is valid and but If they could build this technology Without the content they would have and All the papers that you and I have read And discussed

Say the more data you put into it the Better the output and that's obvious to Anybody who uses these that it's Stealing other people's content in order To give the answers so yeah if it's Giving answers based on content it found At the New York Times or YouTube videos Or whatever web content or books and They they know they stole it they did it Covertly and they're trying to cover it Up and I think uh they need to basically Redo all the models they'll have to Start over and I think that's what the New York Times and Wall Street Journal Dow Jones Disney they should all via com All the major content creators they Should get together and they should as a Group Sue open AI into Oblivion and make Them pull the product from the market And then make open AI get permission and Then have them start over that's what I Think should happen got it and that's my Advice to the content injury is you're Going to lose your entire business They're going to lose their entire Business just like Okay Google took over The entire business so it's a perfect Segue you know J you always managed to Do it I didn't even set it up this way But there is a new service that just got Launched this week that's backed by Tech And music heavyweights called Yudo Udio and I'm GNA pull it up here you can

See here it's a new service that's Backed by Tech and music heavyweights And it has powerful capabilities and I'm Going to go right into a j Yes and I did this song in the style of Dire Straits about New York City and big Money and Jak I'm going to play this for You okay here we go and I want the raw Reaction okay gonna get It oh Drive on drive On drive on to where the sky scrapers so You oh earn more earn more I mean it's so impressive it it's not Exactly Dire Straits that was more like Um I the P Against the Wind who sings Against the Wind Tom Petty Against the Wind uh no Against the Wind Bob Seager And the Silver Bow B little bit More the fact is if you played me if That song was playing on the radio and You and I were driving down the road I Would not know it was AI I might think It was cheesy when I listened to the Lyrics but we we are now The Uncanny Valley this is absolutely of the quality In which it would passed a Turing test In other words you would think a Musician a human musician had written it But that does Sound so much like Bob Seager that I'm Surprised it didn't get the Dire Straits Piece um and I'm excited about this Product to exist because I do think we

Might get some Rolling Stone songs or Some dire straight songs or Bob Marley Songs or Jimmy Hendrick riffs that you Know um I know it sounds s religious to People that you might enjoy as much as The Originals look Business Leaders face am Maze of tasks today we all know that Creating and managing your company's Ownership shouldn't add to your stress Will meet mantle this is the AI Powerered Equity management platform for Modern Founders and operators it's going To simplify your strategy and save you a Ton of time Mantle's been built from the Ground up by Founders for Founders and They've spent 12 years building and Scaling successful companies themselves And they've seen every mistake in the Book and they've solved for it you can Model your price round you can update Your Equity documents you're going to Understand your delution and it's Designed for ease of use across all Stakeholders Power by mantle AI Assistant man it's fast for example you Just drop in your term sheet and you Watch the platform generate a pro for a Cap table for you in seconds this used To take oh my God you would ask your Attorney it take a week and then it was Wrong and now it just gets done Instantly and this will allow you to Focus on the things you need to focus on

And not worry about your c table so Here's a call to action visit Wim ntle e.com twist to get your first 12 months free and you're going to lock In an exclusive rate of $100 a month After your first 12 months that's with Man.com twist for your first 12 months Fre see why hundreds of Founders are Switching to mantle right now you missed The beginning there because I I think I Was playing it before so I'm just going To do the beginning of it as well the First 15 seconds cuz I I was I really Thought it was Great but the streets are aligned with Gold all the folks around him say he's Too but he takes it and makes it on his Own oh man I mean it's um yeah I mean it Sounds a little like Counting Crows Maybe got little C crows in there so Yeah it's I like it a lot yeah and so Look they've done an incredible job here Um of all the ones we've tried and like They don't for you know have like a sort Of like you can put in style of you know Band fantastic and um they've really Made it work they've really put it Together and it's super super impressive Um and you know it has a bunch of xdeep Mind folks that started it um you know Backed by one of the Instagram Co-founders and A6 yeah so when you type in the name of It though it should if you say I want it

In the in so so is D Straits licensed Their music to them has Bob Seager Licensed to them do they have the rights To People's music is his trained on you Know columia records and Bob Dylan's Catalog will I IM is involved and you Know he's kind of been at the Intersection of Tech and music for you Know a few years right and they many Years now but in the article that you Know I pulled up it they did say they Didn't confirm or deny if it's been Trained on copyright music without Permission that means it has been yeah All these people are guilty and it's all Going to come up you might as well all Fess it up right now because yeah you're G to get busted because yeah you sent a Scraper out and the scraper scraped it There's a Tracker of a scraper unless People who are in these llms are going Back and a racing all the code they did And then telling their employees to lie The employees are going to know and There's some employee who had a Conversation just like when that woman From open AI with Sora was like yeah I Don't know exactly what it was trained On and it's like uh you're the I think She's the CTO we c yeah yeah yeah not Like if you don't know that's like That's like going into the back of the Restaurant and you're like who cook this Steak and there's like 10 chefs and

They're like we don't know like but You're sitting there put a steak in Front of us there's head Chef's the head Chef the head staff is literally cooking A steak and the head chef is like she's Like yeah I don't know who cooked steak Here it's like she's flipping the steak Over as she's saying it's like come on Yeah you know you're lying and you know The the question I have is I don't Believe the music industry has the right To this in other words if you're Columbia Records and you have a Relationship with Bob Dylan to publish His music do you have the right to Create virtual Bob Dylan I don't Believe you do and so I think there's Going to be another layer of lawsuits Which is Bob Dylan's going to be able to Sue Columbia Records if they try to License his lyrics to One of These Services and his voice to make future Music and I think Bob we should not Allow record labels to own people's Entire likeness and ability to write the Next set of songs without their Permission the Rolling Stone article is Interesting they you know they Definitely talk about they don't say Whether they did or not they do say they Have ai to detect if a song sounds too Similar to an existing piece of work and So this is the New York Times uh lawsuit Kind of thing where they got it to spit

Out like the exact words of the article And so maybe that's the um you know you Remember that famous lawsuit with Vanilla Ice and Ice Ice Baby and then he Took that you know beat from uh I think It was like a sting songer wasn't it or Or something like that that's what that Was Queen and David Bowie because that Was Under Pressure David Bo yeah you're Right under pressure yeah yeah sorry I Got that wrong but and he said oh no I I Changed the beat by one right to yeah And then he got in trouble because he Didn't change it up let's put things Into two different categories there's a Human being who's inspired by another Human being to create something yeah Vanilla Ice right yeah so whatever you Think of him as an artist he has a Collective amount of music he listened To his over his lifetime and he created A new song and either he unconsciously Channeled that or he explicitly copied It and and edited a little bit okay yeah So now that one human has created one Piece of output based on some number of Pieces of input okay that feels like a Certain scale and then Society can Debate the output there and did he steal It or not right and and how close is it And there's a test for this which is is The audience confused so if I were to Create if I were to create um a Star Wars film and I called myself you know

Darth Jal and I made a whole you know Character around myself as a Sith Lord Etc and I had a lightsaber and I had you Know two droids who you know went around With me and made funny jokes and were You know and I was up against you know a Jedi um and then I had a little teacher Who was like You know like the audience would be very Confused by it and they would assume That this was in some way Star Wars and So now we look at Wholesale so now you have two examples There Ice Ice Baby and then me creating My own little short film in both cases You can sit there and discuss hey how Confused is the audience ET now imagine You take every film ever created every Song ever created every lyric every Written every story in the New York Times every book ever published by Harper in the library and then you say Now we can create all output at all time And I as the person who created this llm Get all that economic value these are Profoundly different things and so for People to use the analogy of Ice Ice Baby is just so ridiculous because you Have but one artist making but one song And the cours and and Society can you Know debate that taking everything ever Created And putting it into an LM which is what Sam wman and open ey is doing this is

What they want to do this is what Google Wants to do they want to take all the Content in the world ever created and They want to get the economic value from It that is completely different than Writing a short story inspired by Stephen King that might use one of his Characters and even in that case you Probably would have to settle and License you know the content or li like The hip-hop industry did we have a great Analogy hip-hop industry has been Sampling songs Forever and they just pay A small licensing fee and the people who Have their music licensed by some Hip-hop artist which has a tradition of Doing these things they love it yeah Like for the love of God please license It more I I'm sleeping and you take Something from Queen and under pressure And I get paid a royalty great so but The you know the technology industry Doesn't even want to give that inch that Just shows you you know I don't want to Use a really colorful piece of language Here but it just shows you how une IAL Our industry is okay okay well look you Know it was nice to see some industry Folks involved yes um hopefully they Find a path to it it's really good let's Great it JC oh I give this I give it an a yeah Just straight up it's great and if you Type in I mean that at a minimum if you

Type in Dire Straits it should say you Know uh we don't have permission to use Dire Strait's music and You can describe other things about you Like but it should tell you that it Doesn't have the rights to it if it does Have the rights to it it should say we Have the rights to it and explain that And this is what I think what's great About the bill that Adam Schiff is Proposing is it's just looking for Disclosure just be honest about what You're doing here and our industry could Go the reason our industry is not being Honest is because they're liars and They're thieves yeah if you weren't Stealing and you weren't lying you would Tell the truth we didn't train on this When people don't tell you in our Industry what they've trained on they're Liars and they're and they've stolen it So just that's the ultimate tell because If they didn't steal it they'd say no no No we trained it on only stuff we've Licensed you really think that the these Super intelligent people at open AI Don't know what they trained it on Really these are the smartest people in The world let me just give you the Opposite side just for the sake of AR Yes when you let something loose onto The internet like a crawler and you made A crawler and you had it go look at Videos everywhere yep you know now the

Question you could say is like hey did You hit YouTube that you should know Because you shouldn't have been there at All right yes you are you could just Look at the log files yeah but like what If there's YouTube videos embedded on Pages which they are all over the place And it watch literally in the code it's Literally in the in the in the HTML code You would see it there would say Ed YouTube yeah yeah let's be honest you Know you're making you're you're Actually arguing my side of it which is These are highly technically Sophisticated people they know what's What what an ined is they actually would Know bad content so all you have to do To bust the open AI stealing is to look At what they excluded and ask them why Did you exclude this and if you said to Them hey why did you exclude this and They'd say oh those are just like we we Happen to stumble upon with our crawler Or some random it's like porn sights Most likely right yeah and they said oh No we didn't want to have porn sights in Here we didn't think that was really Good content or you know oh no this was A different language and we were doing An English language once so we didn't Need Japanese so we excluded it or this Was just machine language this was just Code so we we left out programming code Because we we're not doing code in here

We're doing you know whatever content This is a you know um an image database And so you could just ask them what did They include what they not include and The Crawlers break the crawlers are Optimized like Google crawler is Optimized they're optimizing it all day Long there are there are probably Thousands of people in the last year who Have optimize the the Google crawler Yeah I would say probably a thousand People have sat there and written code To make that crawler more efficient so To pretend that they just like oh we Just set it loose on the internet we Don't know what came back is the height Of arrogance would be the height of Arrogance for them to say right hey Everybody I am obsessed with AI right Now you know that every Tuesday we do a Bunch of AI demos and we're trying to Figure out on this very program how do We take all this AI potential and make It a reality so when we're running our Startups our startups are more efficient And we get more done with less and we Delight our customers I just read a Report by our friends at HubSpot and They're talking about all the different Ways to use AI to improve specifically Sales marketing and customer support now If you're running an organization you Know that you live and die by your Sal And that marketing drives your Sal and

That customer support is how you keep Your customers these are three of the Most important pillars in your startup And the team at HubSpot did something Really interesting they surveyed a th000 Ear stage Founders they ask them how are You using AI to do sales to do marketing To do customer support first using AI to Segment your customer list what a great Idea second personalizing everything With AI from your website content to SMS To email third how do you encourage your Team to get creative with AI and fourth How do you balance between investing in AI trained experts right and developing Your current team now you're going to Read this report and you're going to get All of this information these weapons For massive growth wmgs are just waiting For you if you're in your podcast player Check out the link in the episode Description and if you want to save 70% On HubSpot for startups program head Over to hubspot.com startups that's Right HubSpot love startups they were a Startup themselves visit hubspot.com Startups to see what discounts you Qualify for and start using their Powerful Solutions and pricing that Won't break the bank hubspot.com Startups yeah I mean this whole idea It's because something's open on the Internet Sunny doesn't mean it's Yours does not mean it's yours my car is

Parked on the street here it's on a Public Street you you can walk up to it You can sit on the hood of my car it Doesn't mean you own my car and can take It yeah yeah and that's the position That open AI is taken we trained on the Open internet yeah society's open you Know my front door might be open right Now you can walk in doesn't mean you can Steal from my house yeah no it's it's Interesting times were there for sure I Feel like I'm why do I sound like a Lunatic trying to defend copyright it's Like so funny in our industry how the People trying to defend you know why Because many people in our industry many People we know have benefited right from The growth of these companies whether Directly involved or indirectly involved Right and and look the flip side is we Don't really pay to use Google we don't Pay to use YouTube we don't pay to use Any of these services and so the company Has to sit there and say well we have to Do some of these things because um That's how we make our business work Right and so yeah it's a really Interesting time like the whole notion Of training a model and the arguments to Be said like well that's just like a Person going and you know watching all The videos of guitar players on YouTube And then all of a sudden creating a Style of their own that's in the style

Of jimmi Hendrick like do you owe Anything to jimmi Hendricks probably not But I get it's different if you're doing It as a commercial entity but if you Went and become famous it's fine that's The that's the thing I can't really you Know no one could go to an artist and Say Hey you were inspired by watching YouTube and you got here and you now owe All these people royalties because you Become a you know a multi-platinum or You know however the category is there's An example of this if you were to go and Take all of dire Strait's records and Create a Dire Straits cover band yeah And then go on the road and there's one Called the Dire Straits um experience I Think and I've wanted to see them Because I would they literally do the Entire album of alchemy and they call it Real Alchemy which is my favorite album Of all time and I've really wanted to See but they only tour in Europe and I That hasn't been in sync but they have To pay a licensing fee to do that so There is literally an analogy here which Is if you do a cover band you have to Pay fees every time you perform you're You're paying licensing fees through Royalty organizations if you wanted to Create you know uh a version like I used Before of Star Wars if you wanted to Make a a Marvel comic if I wanted to Take one of the X-Men and make my own

Series based on cyclops I would need Permission right and so you could be Inspired by I think we all know what That is and then when you take the Entire Corpus that should give you an Indication that if you took the entire Corpus yeah maybe you are stealing yeah Yeah and why would you not get Permission that's the other thing it's Like why wouldn't you get Permission like a reasonable thing to do You I I I'm gonna show you this J I Tried to do this uh this one maybe I Missed it when I did you give a letter Grade by the way to this I'm gonna give It an A but I I noticed uh I just want To share one thing because I want to Give UD io.com inredible yeah and I was Doing this because I thought we would be Able to we could get this song here I Said a song in a style d r Sultans of Swing about a friend that is really PMA Copyright projection no oh no and when I Didn't create um it it it did give me an Error a second ago saying uh you can't Do dire trades so did yeah fascinating Yeah so so maybe they are thinking about These things let's play this one real Guardians of the score Guardians of the Score here we Go and he's just too wide to let it ride Patrols the scene with that copyright Code in the Morning there let a single

Cry Hilarious I mean it's hilarious I mean Right now it's super funny and I think Um there's going to be great art created With this that's what I'll say I do Think we're going to see some great Things come out of it so I don't want to Say I don't want this product in the World yeah I just want to see it be fair So if you're going to do this for Dire Straits it would not kill the person Who is making this piece of software it Would not kill them to pay get Permission from Dire Straits and it Would not kill them to not have Permission from Dire Straits And have every other artist so like Remember what's her name um Taylor Swift Didn't want to be on Spotify at some Point and she didn't have her music on There and I was like yeah that's totally Fine I mean and Daniel e was like well No you know and he kind of got into it On Twitter at some point and I was like No artists who don't want to be on your Platform don't need to be there it's Their choice so let them not be there And you know you have to cut a better Deal with them if they're a better Artist and it would not kill this Service or any other service to get Permission To pay and to pay a term that that Person felt was great the Rolling Stones

Might say yeah well The Beatles held out For a long time you remember to be on ITunes that was like a big deal when the Beatles finally decided it's their art Cont they had like a whole ad campaign About it yes and you know what as it Should be it's their content they get to Negotiate it and you know what all these People are hypocrites because if you Stole the the Google algorithm and made A new search engine and so their index You could be sure they would be all over You absolutely fascinating times all Right let's let's go on J Cal you're You're really going to like this next One okay love it strikes me as like a Jake Cal daily so I think this one might Make it into the daily workflow of J cal It's called aqua and what it is like Sort of like a note taking app that Doesn't just do Straight Transcription okay and so it lets you Talk to it but then as you're making the Edits it will fix what you're Saying um and so you could kind of you You let's say you're trying to formulate A thought and then you're like oh no no Go back and change it so let let's give It a try here Okay all right um you know I had this Meeting with Jason and we were talking About copyright protection actually Start all over um um what really we we Had this meeting and it was about buying

Uh new GPU chips and I was trying to Convince Jason that grock chips were the Best chips h no no no just start all Over Again so it understands just start all Over again it might understand like when You use notepad or using the transcriber New paragraph that kind of thing yeah Exactly but not just that right and so Here's the example you can say remember That meeting it's on Thursday Friday Friday and so it knows that you meant Friday and you don't have to say start All over again Or like you could say imagination is More important than uh knowledge Alber Einstein put quotes on that it knows how To go back and do that right so this is Like it's what I like about this is Transcribing has worked pretty well and We're finally starting to see the gains From it and people use it I see people All the time composing text messages Yeah by hitting the microphone it transs What they're saying and then but you do Want to bold something you want to make Something a link you want to make a new Paragraph and yes somebody coming up With a way to do that without ever Having to touch the keyboard is great so Yes um I give this B plus it sounds like A really smart tool that needs to be Made if you could start talking to say You know what can we make a bullet point

List out of that and see how that looks And then make it a table as well and Then show me the in the table no no Let's do it so let let's do it let's Give it a let's give it a try here hold On let me bring it back up yeah just say You know my favorite foods are I give it A bunch of foods and okay can you put in A table with the calorie count and see What happens all right I want to make uh Some pizza tonight uh the items I need Are dough pepperoni cheese pizza sauce And peppers onions tomatoes actually can You just put those items in a bulleted List oh okay yeah yeah that's pretty Good that was pretty sweet I have to say So the llm was listening and for people Who are watching it went from a Paragraph just to a bulleted list I mean That was pretty nice I have to say Dictate edit and transform using natural Language yeah I I give this I give it I Give it a B+ yeah Oh I thought you were Gonna upgraded after the bulleted list No I mean I think this is what I Expected it to do I feel like this is Something that will be a notepad and so You know as a startup you know my advice To with aqua is to really start to think About you know what's defensible here And who their um Market is because I Kind of feel like this is something that Um notepad grammarly are going to be Able to add pretty quickly uh but I do

Think that they've just you know they Got like um a couple of uh months ahead Of them like they're six months ahead of Them so I do wonder you know who this is For I'm not I'm not going to stop using Grammarly or my notepad to use this but I'm grammar I'm gonna play with it I Will play with it Okay I'm going to give this an A okay um And I think what they should go all out On is and like I said you know they they Um they should go all out on just Dominating this like becoming the best App that does it like sort of in those Early days of apps because I do think it Look they have a lead and I think they Could create an experience which the Main reason I don't like using voice uh To text which I notice a lot of people Do now you know these errors happen then You're like sitting there editing it You're like I wish I just typed this out But if I wanted to get a thought out in Kind of the way that this allows it this Would this would be really really Powerful you know I'm gonna try to put It in my daily workflow yeah give give It a shot I mean I think grammarly works Really well for this and that's why I Start with how do you use grammarly for Like with it like so I will talk into The grammarly app or I will talk into The grammarly web page or I will use the Grammarly keyboard on my phone and so

Yeah you know grammarly's just very good At clean up your pros and giving you Some options and ideas of how to make it Better and so I pay for it for my good At that yeah same here I think it's Great I find my whole team is like it's Less embarrassing the idea of being Embarrassed by something somebody sent Because they didn't use grammarly is Kind of ending now which is great like People would send sometimes I'd see Somebody send an email i' be like what The you work for me and you're Misspelling this word or you're like It's so sloppy or it doesn't make sense What you're saying now you use grammarly It's like really hard to be to write Something bad in grammarly and get it Past grammarly is hard to do like to Have a mistake in grammarly I think is Impossible I didn't know that they had a I'm gonna try I have it on they don't Have these navigation tools they don't Have that but I do know in Siri you know When you hit the microphone keyboard Microphone icon on your keyboard on your I I don't know what they call that Dictate the Apple dictate tool has Gotten better and if you do say new Paragraph or strike that last word like Some of those work but not a lot of not Like this not like hey start over not Like hey make it a bullet point list so I agree they should keep working on this

Um and see world class Notes app I think Everybody would use it it'd be awesome Yeah ever I mean every couple years Somebody finds a new Vector Evernote was The one that was like cloud-based and Mobile you know grammarly is based on AI Machine learning and making you a better Writer this one is based on formatting So yeah there's always an opportunity With no taking apps I agree but yeah I My plus keep going I'm gonna give them An I'm gonna give them an eight I like It great keep going okay so the next one On our list is um so we saw a couple uh Weeks ago Devin which was the automated Coding that had like a sort of multiple Work spaces to work on a problem and um This team has basically made an open Source version of it and so if you um go To we- agent this team has come together It's an open source project and they U You know compared themselves again some Of the bigger models out there they have Just a demo in place here I didn't want To do this from scratch and so you can See here they have like a 30 uh step Demo so it's like they have an issue That they pull from their repository Basically uh they have it create like a A bug they produce the bug and then they You know move the code around so I'm Just going to go through this quickly This is you know and so it reproduces it And look it's just it's open source and

What's awesome about this is they've um You know made this available to everyone Very quickly shows the pace of Development we're at and I think folks Are going to take this and really kind Of build on top of it uh very very Quickly and uh you know it kind of just Walks through the same workflow that we Saw uh the tell me the name of this Project again is called s we- agent ah So it's a software engineer agent agent Yeah and it's now open source uh hosted And you can go play with us at sw- Agent.com agent.com yeah and you can get Access to the code and you can see you Know what everything is behind it They're going to release their paper They show it how they're scoring in the Software engineering benchmarks so do You see this as being like par Programming where you and agent are Working together eventually what do what Do you think this is going to look like When it's finished you know when when I Say finished it's like reasonably Trustworthy enough for you to to use Every day and and somebody would want to Take the time to use it um and it's not Slowing them down it's actually speeding Them up I think that's a really good Analogy I think it starts out as like a Pair um that's kind of giving you know Someone superpowers and so you know I Read this really interesting analogy and

I can't find who came up with it um and I'll try to find it in Twitter but this The search is really difficult to use SE Has always been terrible yeah it's Always been it's always been yeah Difficult uh you may know someone that Can fix the job you know it's you know It's the thing about search it's like Such a rarely used feature compared to All other features that it's always with The Exception I know but the problem is most People don't and it really has always Been they they did like a very Advanced Boolean search where you do like from Jason greater than this many likes Whatever that's not what people want People want a plain language interpret My search yeah you know tell me about The Knicks or people talking about the Ncks playoffs and that's where I think Language models will help something like Twitter X LeapFrog right where the Language model will be like oh I Understand what your intent here there's A there's a website called statmuse you Know about stat Muse everybody in the NBA uses this thing constantly and I Guess it's got some machine learning so If I said you know which point guards Have the most 40 point games this season Um it should have Jalen Brunson or Whoever come up with yeah jayen Brunson Number two Luca uh donik number one and

So like that's like a just a natural Language search right and it just nails That I think that's what people want and I don't know if this is a language model Doing it or it's just machine learning Like look at this when I type in yeah For stat Muse which point guards you Know have or ends the season and then if I said with yeah this is like seven Assists yeah this is like um this is rag Right this is retrieval augmented Generation so this is using an llm to Drive a database because this is Structured data exists in a database but The sequel for this is not you know Trivial and the llm is able to take this Uh English and turn it into the SQL and Go and uh get the result for it yeah uh You know interestingly Google just Launched this for big query and Snowflake just made this available for Snowflake powered by Gemini for snow for Big query and powered by I think Anthropic for snowflake but let me just Check the snowflake it's just amazing When you think about you know something Simple like being an NBA analyst right And you see on my screen here I said Which point guards have the most points Per minute this season right like that's A statistic that you know I don't know You you would probably do the day before Four had Dallas Mavericks playing the New York Knicks right and then somebody

Would give that stat to the people who Are doing it now you can just do it on The Fly which point guards have the most Points per minute this season and as you Can see here again Luca and Jalen and Steph are the three best point guards And it's 0.9 points per minute for Luca And then jayen and Steph have 081 and Then it drops off from there but like How wonderful to be able to pull up this Level of detail on the I this kind of Knowledge was you know pretty amazing Yeah I mean it's um mistra sorry they Did it with Tex to equal with M mistra On snowflake um yeah this is going to be The world going forward so let me let me Share something with you just a quick Aside jcal and this is not an original Thought by me I read it and I'd like to Find the person to give credit to which Is when the world went from Pre-industrial Revolution to Industrial Revolution let's use an example of Making cars we went from like making Cars like in bespoke kind of way which Like you'd make one a day till you know You had the Henry Ford production line In Factory and all of a sudden you make A thousand a day similarly in farming Right we went from people working in Farms to having machinery and all of a Sudden you could Farm thousands of Acres With machinery and feed um lots of People right and so that was the

Industrial Revolution impact on our Lives what someone said what AI is doing And we're kind of looking at it in Different ways but that person's Framework was we are now having the Industrial Revolution for digital yes And so and their example was like look You used to have make someone make a Mockup or a picture and then you know They'd make like one you know a great Illustrator maybe take a couple of days Now using mid journey I can make like You know a hundred in a minute if I Really want to right or I can make you Know a thousand songs in a minute right Similarly just like a factory can make a Thousand buttons in a minute you know or A thousand t-shirts in a minute or a Thousand books but doesn't mean the book Or but or the button or the t-shirt is Going to be high quality or not but it Can spew a lot out it can and so now What we're we're seeing is for digital And you know we've had these eras where We had digital stuff pre the internet That was like sort of when you were Working in Florida right and then you Had the internet show up which you know Kind of changed distribution then we had Mobile which was just like again going To like a different form factor we had Cloud which made it easier but this geni Movement is the actual industrialization Movement of making more images making

More software making more mockups making It easier for us to access data quickly And so I think with that when you apply That back to you know software engineer Agent right it's we can now you know the Same way we went from making one card a To 10 we can 100x ourselves and so me as A software engineer I can work on 10 Different problems at the same time 30 Different problems with the help of These agents what do you think about That I feel like this existed already Where I had writers no no in a in a Minor way I had writers who would come To me and they'd have like I would say Hey come to me with like great story Ideas and then you know I'd have Bloggers or Writers come to me in the Magazine day and somebody would have Seven incredible ideas okay and then Other people would have one and I'm like How did this person come up with seven Really great ideas those people came up With one and and that person had Different resources they used to come up With story ideas they had different Techniques right yeah and so they netet Were seven times more valuable to the Magazine or to the blog right yeah and Then you had people who had Source it Turned out they had sources in some Cases they might have three or four Sources where they would say you know to That person hey tell me what's going on

In gadgets this week and uh you know or They would just be shooting uh the ish Or chewing the fat with somebody and They would get these ideas for stories And it was like they had some better Technique which just then made them 10x Better than the next writer or 100x and That's just but one example in Journalism like your sources matter Right so some Source might get you the Content you need some leak that makes You a pullit winner and then somebody Else might be a better technical writer Than you and so I think what's going to Happen is there are going to be some People who figure out how to use this Pair programmer how to use Sora how to Use M whatever the tool is they're going to Find some like little Edge and be able To use it in a way to perform at a much Higher level and yes we will have the Same way some knowledge workers some Developers some writers with sources Whatever it was were 10 times better Than their contemporaries this could be Like a 100 e and so if you know how to Use these tools you're going to be just So valuable to different companies and Then companies are going to start to Learn if you can't use these tools then Think about how little value you provide To your company it would be like going Trying to go work at a company in 2024

And you didn't know how to use Microsoft Office or email yeah you didn't know how To use an office suite you didn't know How to use spreadsheets word processors You didn't know how to use zoom you Didn't know how to use Gmail but you're Like I have a phone and I have a Calendar that I write sh in and I have Like a written calendar they be like Okay short you can give it a shot but You would just be like this you you Would like this Neanderthal right and I Think that's what's going to happen here Is the people who know how to use these Tools are going to be slowly become Bionic and outpaced their contemporaries You know like I said I Um uh that that framework was really Interesting for me you know like I sold My last company to Ford and I I spent a Lot of time understanding the history of The company and really just you know What they were able to do in terms of Industrialization and when I read that It just clicked for me and I said all The stuff that we spend time thinking About is wrong because we are about to Undergo this moment that those folks did Like a hundred years ago when or it was Over a hundred now right early 1900s Where they were like you know people Were making like one car a day and it Couldn't change the world and then all Of a sudden when you took it to a

Thousand a day and made it affordable Everything changed the world Fundamentally changed and I think Software is still in that bespoke era Even though we've had all these Advancements in making software better Programming languages we're not doing Punch Cards anymore right we have great Amazing idees but I think we're about to Have the THX jump in software Development I mean what does that even Do I mean I don't can we even comprehend Like we can comprehend what a 10x Developer does you ask them to build Something you thought it would take two Weeks it comes back tomorrow okay yeah Instead of 10 days it took one day great You love that developer you give them More stuff to do a thousand X person Like okay we have a road map to build Something over the next three years and It came back tomorrow it's like wait a Second okay so should we just start Another company or should we start Another product line like that's really Wild when you think about yeah that or Like or or think about like you know Using like some kind of service and Instead of like trying to integrate and You know maybe even pay someone to use It you know this THX world you just get Something built bespoke for you and so It really has a impact on S companies it Has an impact on you know yeah I mean it

Would be like I'm trying to think of the Analogy here but you know I I'm Envisioning I want a car and I want my Car to be a sports car but it also has a Ski rack uh or like some way for me to Put my skis on it and uh you know has Snow tires and can you know be in four Feet of snow but I also want it to be a Sports car like all of a sudden this Franken car is on your doorstep right You just you're going to be able to make Very custom things that didn't exist Before which in manufacturing we Actually have now if you wanted to get a The idea that you could get a t-shirt Made or a pair of sneakers made to your Specification with specific designs we Kind of take that for granted right now And nobody really does it but if you Want a Sweatsuit with like I see some people do This like they'll have a birthday party Or something for somebody and then Everybody shows up with like a a Sweatsuit that's the person's picture And you're like okay that's corny but Charming or whatever should do that for Our friend you do for our special friend Oh my God if we all wore a Phil hmut Sweatsuit which just pictures of Phil Blowing up oh my God that'd be hilarious We we should totally do that for theil Birthday weekend oh my God if we all Showed up in a sweat a tracksuit a Phil

Hel youth tracksuit with pictures of Phil hel youth on it h that would be Hilarious well just a track suit with Logos at least just a track suit with The Phil logos on it oh my God so great Any other theuser we are ready to wrap This is a great Saturday show this is a Good one ready to wrap it Saturday all Right listen everybody go to check out Grock console. gq.com q.com yeah the Cloud go there we've got uh 85,000 Developers 45,000 apps it is really Really awesome we're gonna cross 100K Su I love it I love it continued success And if you have any great demos you want Us to do here and give you a letter Grade give you some candid feedback just Jason and Sundeep s nde on x.com forly Known as Twitter and uh yeah just reply To us and we'll do it we'll see you all Next time byebye