Chapter 1: What are the latest developments in AI and neural computing?
Would you look at that?
Would you look at what, Jordy? Everything looks fine to me. We're back. We're back.
That's what I'm looking at.
We're getting ready for the last second. We may have installed Modern Warfare 2 on this large screen and gotten a little bit behind schedule with some of the interns playing. Yeah, Ben and Tyler were... It was a knock-out, drag-out fight. You won by a lot, right? Yeah.
Well, we'll have to have rematches throughout the show. It was pretty embarrassing for Ben, considering that he is still in that, not chief producer Ben, but other Ben, considering he's still in the main kind of like promo video game demo.
But at the same time, I mean, you were probably two years old when Modern Warfare 2 came out. So you got to sort of relearn the old tricks, the old tricks on Rust. Anyway, big show today. Hope you guys had a great weekend. Hope you had a great weekend. Big week.
We are going to a conference on Wednesday and Thursday, so we might be off both those days, but we have some great shows for you planned Monday, Tuesday, Friday.
Did you say conference? It's a conference. Oh, I thought you said concert.
No.
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Chapter 2: How is image generation changing workflows for content creators?
So let's pull up Andrej Karpathy talking at Sequoia AI Ascent about his experience with software 3.0.
I think one more maybe example that comes to mind that is even more extreme than that is when I was building MenuGen. So MenuGen is this idea where you come to a restaurant, they give you a menu, there's no pictures usually, so I don't know what any of these things are. Usually, like 30% of the things, I have no idea what they are, 50%.
So I wanted to take a photo of the restaurant menu and to get pictures of what those things might look like in a generic sense.
And so I built, I bytecoded this app that basically lets you upload a photo, and it does all this stuff, and it runs on Vercel, and it basically re-renders the menu, and it gives you all the items, and it gives you a picture that it uses an image generator for to basically OCR all the different titles, use the image generator to get pictures of them, and then shows it to you.
And then I saw the software 3.0 version of this, which blew my mind, which is literally just take your photo, give it to Gemini, and say, use NanoBanana to overlay the things onto the menu. And NanoBanana basically returned an image that is exactly the picture of the menu that I took, but it actually put into the pixels, it rendered the different things in the menu.
And this blew my mind because... Actually, all of my menu gen is spurious. It's working in the old paradigm. That app shouldn't exist. And yeah, the software 3.0 paradigm is a lot more kind of raw. It just, neural network is doing more and more of the work, and your prompt or context is just the image, and the output is an image, and there's no need to have any of the app in between.
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Chapter 3: What is the concept of a neural computer and its implications?
So I think that people have to kind of like reframe.
It's over, perhaps. Yeah, I mean, it's real. And I had some takeaways from this, like what are the implications for this? And I think there's a few things. The first thing that was on my mind was that Although we have gone through this crazy vibe coding boom where everyone is vibe coding apps, it feels like a very temporary aberration.
And also I know that even though there are millions and millions of people that have used Codex and Cloud Code and Open Cloud, like the numbers are big, but it's not at 20% of the US population. Like it's just not at that level of adoption as opposed to chat apps, which are at like 70, 80% penetration, right?
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.
Or the app. Like the apps can do them. And that's what I'm like, what's blowing my mind now is that in many ways.
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.
Yeah. So I think there's, I think there's two things. Like one is that if you've been like hesitant to jump into vibe coding, uh, because like, it's just, it's a little bit too much of a hassle. Like Andre Karpathy is like, obviously very, very comfortable being like, oh yeah, let me deploy to Versailles and do all this.
Like you can figure all that out, but that leads to this world where it's like, ah, I was staying up all night. I was, I was really, really like burning the midnight oil to get this app deployed and like do all this stuff. A lot of that's going to go away. And like, you're not going to need to do that. But then there's also the, the,
this question, what you had, which is like, there needs to be this higher order loop of thinking around, okay, you have a problem. Should you actually vibe code an app or should you just try and one shot it with the current model capabilities? Because for a lot of things, like,
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Chapter 4: How does GameStop plan to acquire eBay?
Or if you're digging through iMessage locally, like that can require a different workflow. But that's more of a legal and business discussion than a technical one. There's no reason technically that a single LLM wouldn't be able to just query every single web resource, except for the fact that the various tech companies don't want each other to talk to each other.
And so the models, I think, will continue to find a way under the walled garden, over the walled garden, through the walls. They'll seep everywhere. And it's more of a question of just Inference cost, how long it takes to actually grind through the wall. But they're already figuring out a way around. And OpenClaw is a good example of that.
A lot of the walled gardens were sort of brought down by running.
Yeah, except I think SAP came out and said, no unauthorized agents here.
Chapter 5: What are the financial metrics behind GameStop and eBay's valuation?
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.
Yes, but I would be very surprised if they're able to stop me from, if I have SAP and I'm running it locally, for me to take a screenshot of my computer and then tell the mouse to go where it wants. It's very hard to fight back against these.
Rune had a good tweet where he was like, you know, people are now just like vessels for the AI where they just like, the AI tells them what to do and then they just act exactly like what the model says.
Wasn't John Collison talking about this? John Collison was saying, like the humans get the thing off the high shelf. Every time I have to like go and like export a PDF and upload it to ChatGPT because I can't get it in there by default, even though I could just give them a web URL, I have to export it or print or whatever.
Let's talk about, I think we should talk about GameStop.
Let's do it. What's up with 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. GameStop has been quietly building a stake in eBay shares ahead of a potential offer and could submit an offer as soon as later this month, which they did.
This morning, if eBay isn't receptive, Cohen could decide to take the offer directly to eBay's shareholders. And they released a letter yesterday to Paul Pressler, who's the chairman of the board over at eBay, happens to be a friend of mine. Really?
Yeah.
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Chapter 6: What challenges does GameStop face in its acquisition bid?
The two-stroke engine on the gasoline-powered laptop, yes, it does start easily.
Colin in the X chat says it gets 300 tweets to the gallon.
Oh no, I accidentally set GTA 5 to max settings. Well, at least it'll serve as a benchmark test. How many Chrome tabs can it open before it crashes? People are having fun with this, but the gasoline powered laptop, this is true hacker mindset. Whoever built this is an incredible engineer and did something, they did the impossible. They built a gasoline powered laptop.
I've seen a couple of other of these like gasoline powered, projects, people making all sorts of different things. It's always a funny gag, obviously.
The actual breaking news is that the White House is considering vetting AI models before they are released. Trump admin, which took a non-interventionist approach to AI, is now discussing imposing oversight on AI models before they are made publicly available.
Well, FDA for AI. We'll see.
It would be potentially an executive order to create an AI working group that would bring together tech executives and government officials to examine potential oversight procedures. Okay, so this would be an executive order to create a working group that could potentially create an oversight body.
Okay, so we're a couple steps away, but... Seems reasonable. I don't know. Depends on what the what the what the what the benchmarks are. But you certainly don't want.
And Trump says we're going to make this industry absolutely the top because right now it's a beautiful baby that's born.
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