Jordi Hays

It's a conference.

Oh, I thought you said concert.

Although I think there might be a concert.

That would be extremely out of character.

Yeah, the other thing that's been interesting is people outside of tech that have gotten into vibe coding that have been pitching me their ideas here and there.

Almost every time they're pitching me the idea, it is something that Cloud Code and Codex can do themselves pretty well today, like just in one chat thread.

That's what I'm saying.

So like they're using vibe coding tools to vibe code something that doesn't necessarily need to exist because you could just use the app itself to do the thing and they're already widely available.

So it's been interesting.

And within an LLM.

And then the second- Yeah, I would add to my previous statement by saying that doesn't mean that there's not necessarily a business there, because sometimes taking a raw capability and presenting it to people in a way that's very easy for them to digest, you can still deliver value, and you can get customers, and people will pay you money.

But it has been fascinating to see, like, does this actually need to be an app?

Yeah, except I think SAP came out and said, no unauthorized agents here.

They're trying to put up the walls.

They're trying to build a moat.

They're trying to get some alligators to scare off the agents.

Let's talk about, I think we should talk about GameStop.

What's going on with GameStop?

Yesterday, it came out through The Wall Street Journal.

GameStop was preparing to make an offer for eBay as part of CEO Ryan Cohen's plan to turn the retailer into $100 billion-plus juggernaut.