This guy cured his dog’s cancer with ChatGPT + 4 other crazy AI stories

Transcript from https://podmenti.com/t/07b1daebf661346a

Alright, there's a lot of stuff going on, specifically
AI stuff. It feels like every day there's a new crazy story about AI.
So I wanted to do a little bit with you, Sam. Crazy AI stories.
You know, one crazier than the next. Except they get crazier every single story. I feel like I could rule the world, I know I could be what I want to.
I was talking to a friend.
And he was like,
I was trying to talk to my boss uh about something.
And apparently the boss had made
like four or five agents that he calls employees.
And the boss replied to the feedback of like, you know, like we need to create X, Y, and Z. The boss said, um
Can you talk to my chief of staff about that? And uh and so this person had to go and like message the chief of staff and was like messaging the chief of staff.
And it like he they weren't getting the answer that they wanted.
And they go to the the boss again and go, Hey, your chief of sack sucks.
Like w what's what's their deal? And the boss said, um
Well, can you tell her boss
Uh my head of operations.
And so she like she or he literally had to go to like the boss of the agent to like r say like can we get this person on a pip? And this whole boss, this boss of this like fifty percent organization
With like referring to these people as people.
And like making his real life employees interact with them. Have you done anything that extreme with AI and agents?
No.
Hey, I'm gonna have this entire
Like autonomous company of agents, and then me on top.
thing to be so funny because it's like
Who says you get to be on top? Right, which why would you be
Why would you be the the all knowing if if AI is so good that it can do all these jobs, you think it just can't do yours? Uh like why is yours so special? And it reminds me of uh
What's that like poem where it's like
First they came for the the socialists and I did not speak out. And then they came for the for the Jews and I did not speak out. And then they came for this and when they came for me, there was no one left to speak out. That's that's basically what I think is happening with AI.
I uh Andrew Wilkinson came out with this personality test and I took it and it was really cool.
And then listen to this. My wife and I did it together'cause there's like a thing where you could share it with your spouse. And then there's one where you could share it with your business partner. Should I still tell my business partner to do it?
And he mistakenly shared the wife version.
And it said that like it talked about like our sexual compati like are we compatible or not?
Well you shared the wives? I shared it with my wife and he mu I go, Joe, this is cool, do this. He did this on his own and he was like, Oh, I did it with my wife too, it was really fun. And I was like, Hey, there's a button that you can. And I was like, There's a button that you can click and we could see how b uh business partners, how we are compatible. And he mistakenly he said
He sent me the partner one.
Which meant love partner, not business partner, and it's supposed to say but there was another button that said co-worker, and you meant to s click the co-worker button, and I'm like, Well, good news, we are very sexually compatible. And so he said that to me.
But I have Claude read my Slack.
And it gives me advice on how to reply to our slacks based off of each other's personalities.
It's insane.
Wow.
It's just incredible.
I mean.
I could see the cynical take.
I see it. See it right in front of me. But at the same time, it's something cool, right? So okay, give me an example. What did it what did it coach you? What did it teach you differently? Well, today it was like, you know, Joe, if you criticize the organization because he's the CEO, he's gonna react defensively, and that's one of his like
That's one of his things and he tends to get defensive if you criticize X, Y, and Z. So instead of criticizing it this way, uh, say my my opinion is, you know, we should do this instead. And or for me, it was like, you know, Sam tends to criticize bluntly, but he doesn't mean it in a mean way. And so like it just has helped us communicate. It's been really effective.
But he does like kisses on the neck. If you see him just like smack him on the ass and tell him you appreciate them. So what's your first crazy story?
Uh
Uh, that's amazing. Did you guys just swear like to never speak of it or what? Yeah, I just I was like, just so you know, you sent it to me. I saw it, you I saw the letters S E X. I knew what it was. I just scrolled right past it.
That's amazing.
If you want to hit your goals, you need a system. And so I worked with HubSpot to put together a step by step process showing you
How I use chat GPT as a life coach. So I uploaded my personal finances, my net worth, my goals.
And the output is that I have this GPT that I can ask questions that I'm having
issues with in my life. Like how should I respond to this email?
What's the right decision? Things like that. And it's literally changed my life. And so if you want that, it's free. We will send you everything you need to know to set this up in just about 20 minutes. And I'll show you how I use it. So check it out. The link is below in the description.
Back to the episode.

I don't know if you saw this Anthropic did six billion dollars in revenue in a single month.
Uh last month.
Which is
Insane. I just want to put this in perspective for you. I heard this on um I think it was on All In or something. They said this great line. He goes,
Just to put that in perspective.
Uh six billion, what it did in in February.
is more revenue than Snowflake or Databricks. Like two of the greatest software companies of the last twenty years.
These enterprise.
Software behemoths that are like multi hundred billion dollar companies.
That's more than their annual revenue. And Anthropic just like messed around and did it in a month last month, which is just insane.
Did you cancel your chat GPT?
No, dude, I'm a pol what of a polyamorous. I've maxed out on everybody. I got Gemini
I got perplexed computer, I got Claude, I got chat G P T, give it give me all the intelligence.
I uh I like for years I was like I or for a year, it sounds like I'm saying for years, for a year uh since Chat GPT has existed, I was like this is my guy. I'm not gonna switch. And as soon as this new version of Claude came out, it's I explicitly only use that and I use it all day. It's so it's so amazing.
Yeah, I want to actually do like a uh survey, like a census data survey.
to uh you know ten thousand you know high performers and be like this is the situation
Which
friend do you trust? Who do you trust who do you go to? Like I had a legal question yesterday.
And I've just was like, I'm just gonna go to Gronk.'Cause if I need the right answer here, I need a thorough
Rigorous answer, I'm gonna go to Grunk. Why? I don't know. I'm just this is all off vibes.
If I need writing help, I'm like I go to Claude. If I needed to make something, I go to Claude.
But if it's just like quick and easy.
Chat GPT, it's my best buddy, right? So it's like you have these different use cases. But I don't know if I'm
Completely alone in that and these are made up arbitrary
Strength and weaknesses that I've
sort of uh picked up.
Or if everybody's feeling this way, that's actually pretty interesting.
So what's funny is people talked about Claude to me forever and anthropic and I didn't know what it was. Oh wait, let's put a surve we'll we'll put a survey in the bottom of the show just I wanna see how people use it. It'll be like five questions or something.
And I wanna know which tool do you trust for this situation.
And I wanna see if our audience mi mirrors me and you's on uh usage and then we'll send it we'll we'll share the data next time.
I thought Claude was like the the second, third, fourth place. I thought it was like a joke. Um
But I was wrong.
As per usual.
I am the joke.
You know, that's just like a that's like using Yahoo.
Uh what uh w the founder is he uh
W did he work at Chat GPT or is he just a guy? He just a brilliant
four or five people at at OpenAI and he left. Oh wow.
Okay, and how much do you think that company worth? So six times twelve is seventy two.

Seventy two a million and a billion over there.
Or an AI. That was a quick little six times twelve.
I like that.
Yeah, no big deal. They're currently valued like at four hundred billion.
Steel.
Shockingly, right? By the way, other great news, I am now officially an investor of open AI.
And I'm trying to get it anthropic too, but uh
I you know, at the low, low price of eight hundred billion dollars have invested in open AI.
Call me a genius.
Good congratulations. What uh
Who who's this guy? His name's Dario. Is is there anything interesting about him or is he just a genius?
I know what you're asking, which is you know, that's like between you and me, that's kind of like
Does he also have a weird hobby? Did he have some w strange upbringing? Was he a child prodigy? That's kind of what you're asking for. I'm sure he's a very interesting guy. I don't know of any of those.
Things that we really like about people. I don't know if he he we uh he has any of those, you know.
Just a typical genius. Okay. He he did say a pretty interesting thing. So they're growing so fast, right? So they they basically
He said they've they've grown revenue ten X every single year.
for the last whatever three or four years.
So it was like zero to a hundred million, a hundred million to a billion, a billion to ten billion, and now they're basically going ten billion to a hundred billion.
Is the current like jump that they're making and this d you know, doing six billion in a month is is indicative of that. And he was like, you know, the crazy thing is I have to
Invest in servers, right? So I have to like buy inventory, essentially. It's like a clothing brand. I have to buy uh all these chips and these servers and these data centers.
And he's basically being seen as like a wuss because he's not going out there yelling like I'm gonna do a trillion dollar data center like open AI, Sam Albin's doing that.
And uh he he
Pointed out uh on Dwar Cash's podcast, he goes
The weird thing is like we're like one of the most successful companies ever, but
If I'm wrong, like if I bet wrong on that, we'll go broke so if
If I bet
If I'm
Bet on another ten X, but we only grow five X in a year.
We could go bankrupt. And so he's like it's a very strange situation that I have to keep like
being conservative, even though we have the most explosive growth and they're sort of limited on that.
But now they're like the number one app in the app store, uh on and on Google and Apple right now, I think.
Um and so they're just growing incredibly fast.
To put this in perspective, when you and I were twenty two, growing up in San Francisco, like trying to like make it big.
the golden standard was triple triple double double, meaning your revenue needs a triple and then triple again and then double and then double. And that is how you build a uh once in a generation company.
That was you were the winner if you were on that trajectory.
And now it's
Ten X?
Ten X? Ten X? Ten X. It's just a it's just we're not even in the same ballpark, so it's kinda hard to fathom.
Yeah.
Yeah it's great. The bar has raised.
All right, next story. Uh you probably saw this. This was going viral on Twitter everywhere. Amazing.
Man uses AI to cure his dog's cancer.
And uh the short story is
There's this Australian entrepreneur who basically was like kind of like a data nerd. So his dog had uh like a bump on his back, I believe.
And he, you know, was kind of like well, there's nothing you can do.
And so he said, Well look
We sure about that?
And he decided to enter the high agency Olympics and
manually go cure his dog's cancer. And so I think what he did
With some version of the following.
He's talking to
Chat GPT about like what he could potentially do. That gives him an idea.
Which is to sequence the DNA of the tumor.
versus the DNA of his other cells. And the idea being
If you extract
The DNA of the tumor cells.
There's some mutation that's causing the growth.
And then you take his normal cells and other part of his body, or maybe it was a prior year or something like that.
And you compare the difference, you would see that oh this tumor cells has some
This is the anomalous part of the the genome that's causing the problem, potentially. Which, by the way, he had to like pay for out of pocket. He went to a lab, he was like, Hey
Can I
Get one sequencing done.
for this and they were like, Okay. Um and they got it under some research purposes.
And then he took that and he g gave it to then he used Alpha Fold.
Which is the Google Deep Mind
Product.
for predicting protein folding structure. So proteins we kinda know
We know what the genome is, but you gotta know how it's folded up the shape of it if you're gonna actually like attack it with some sort of uh treatment.
So then he using Alpha Fold figures out the shape of the thing.
Then using Vroc designs a single shot custom vaccine.
goes to a lab, convinces them to do it, and he says, by the way, in this whole process that the
The regulatory was the harder part than actually curing the cancer, like getting the approval.
Uh, where he was able to actually do this and they would they would manufacture the vaccine for him. Approval from the vaccine manufacturer.
Yeah, the the vaccine manufacturer needed
To know like you don't get to just like, you know, you and I can't just go and make vaccines. So there's protocols in place to make sure that people aren't like manufacturing, you know, whether it's
viruses or self treatments that could do harm and whatnot.
And so they were able and then so he as he was doing this, someone who
Who already had the ethics cleared to do research.
Uh on pets.
heard about what he was doing and they he kinda used their umbrella.
To get the vaccine made.
Gave the vaccine, cured his dog.
Legend
Hm.
You're a legend. I have a friend who has cancer and he actually works at Open AI.
I tweeted about this.
I don't
I don't particularly know why he wanted me to tweet this, but he was like, Hey, I need one of these three drugs and I'm having a hard time
getting in touch with the particular
person who I can get the drug from.
And inter interestingly, Mark Cuban reached out to me and was like, Hey, uh you know, give me your friend's cell phone number, I'll uh I'll give him a call and hook
But w I I'm on it.
And so did Martin Screlli. And I was like, Well, buddy You want Batman or you want the Joker? Yeah. I was like, uh I don't I you know
Take what you can get here. Yeah. And so um he did.
And you know, now he's getting um what he needs.
But
I have to imagine he wor I I I don't know if I said this, he works at open AI. And I'm like, w if you're reading this, you have to imagine that this is the next step that you're gonna take, right?
Right.
Yeah, that's crazy. Um is he doing the similar thing? Is he basically trying to self
Create like is he basically using AI tools.
To come up with hypotheses to then
Come up with.
You know, possible treatments for himself? What is your what is your friend doing? That sounds interesting.
I don't ask him I I let him come to me when things are going good. I I try not to uh bring it up too much.
This is his second time that he has he's had cancer.
Uh
Lost his leg.
Got cancer again and so I'm like
Whenever you need me, let me know. He'll visit my home when he's like at a New York doctor.
But I do know that there's this guy named Sid. Sid is the founder of a company called Git Lab. Have you heard of Git Lab?
The like you know, like big developer tool. Multi-billion dollar company. Yeah. So Sid and my buddy became friends because Sid wrote this article called I'm Going Founder Mode on Cancer.
And so Sid has the same chance. Did Sid leave Git Lab to do this, or there's like a side thing he's doing?
Well, Sid has the same cancer as my friend.
So I don't know if he's left Git Lab for sure, but he goes, I'm going founder mode on cancer. And so he's hired this team of doctors. And I believe in his article he said they are using AI to do a lot of the stuff. And so my buddy connected with Sid because they had the ex sam same cancer. So he's using Sid's doctors as well to
Yeah, it's a fancy concierge.
Cancer
Doctor.
And they are going through this journey of like trying to cure this very, very rare uh cancer. And so Sid, who's
the founder of Git Lab, who is a technical company. So and it's he's a billionaire, I presume then that like, you know, this is a very special person who could figure out these types of cases. He's actually documenting on his sub stack how he's trying to cure his cancer. It's really interesting.
That's amazing. Um
All right. Well we're we're wishing them the best.
That's a
I mean I feel more um
hopefully
about this sort of thing than ever, right? Like I think the combination of AI
And then on top of AI is I would say like
The fact that
Ozempic and these weight loss drugs.
seem to have done something that sounded like too good to be true. It's like, Well, there is a magic pill for weight loss.
Turns out there w there actually is a magic pill for weight loss. Like
That kind of like
Is a you know, breaks a little bit of a mental barrier of like
Maybe you can just one shot certain
you know, certain issues or or problems that plague huge percentages of people
So I feel more I don't know, more hopeful than ever that there's like
You know, new new breakthroughs, new inflections that would change you know how
Cancer treatment works.
Uh over the next, you know, one to ten years.
And if uh we totally butched the name botched the name. So if we did, whatever, but the GitHub founders or Git Lab founders, butching up your company too, if this makes it to you guys, DM Sean or I, because it would could be potentially fun if you want to talk about this on a podcast. It would be actually fun to talk about that. That that's actually super fascinating. But it is crazy that this stuff still exists. Like when you think about
Like I remember when Live Shawn came out and that was like okay.
Someone famous finally has cancer when they're young. We're gonna bring awareness to this thing. And now when you think about all the billions and billions of dollars, I think um
What's her name? The Kate Middleton had it. Like it is kind of crazy how like this ex still exists the way it does.
Yeah. Yeah. Then just needed you know, you needed the technology and then you needed the the um
Sort of the
The will.
Here's another thing that makes me hope. And so
Nat, who I think you know Nat uh well. Yeah, I'm good with Nat.
So he just tweeted out this really interesting thing. He goes
Make one million by graduation or get a hundred percent of your tuition refunded.
That's the premise of the new high school for entrepreneurs that Cameron and I are launching this fall through Alpha School.
We need two or three coaches to make this happen. So the premise is they're creating a new high school using alpha schools technology, which we've talked about.
Before the AI.
education software that
Um Joe Lamont.
Has

Uh getting tons and tons of buzz everywhere.
So now they're doing a high school based off of it. And the idea is is almost like
Incredibly incentive aligned.
Uh almost maybe two incentive aligned. I think it's too aligned. Two aligned. Make a h make a million dollars by high school graduation or your tuition was free. I think Alpha School's like seventy or eighty K a year, the the the kids' version that
That's in Austin.
Um
So
Yeah.
Pot this is a a pretty big
bet that they're making.
This is crazy. Is this not like one of the crazier tweets?
I thought that um
So Hermose talks about nailing the nailing the offer.
It well he says an offer you you know, um they'd be stupid to say uh they they'd be stupid to say no to, right? Like it would be dumb for me to turn down this offer.
And if you are the type of person where this idea tickles your fancy where you want your kid to like build something.
This is the greatest offer of all time.
I I mean it's crazy.
I uh do you think this is even
I mean like are we just
Old guys who are not up with the times that like is this really possible? Can
Yeah.
High school. So high school, you're fourteen to eighteen years old.
So if I gave
Even the most switched on fourteen to eighteen year olds. And if I was just coaching them every single day
Let's say I had tw Let's say that me and you had
twenty high schoolers.
So he asked me to be a coach.
Every day we were their coach. Let's just pretend that that was true.
Wha how many of the twenty do you think we could get to make a million dollars over the four year period?
It's not zero, but it's also not twenty. What do you think that number is?
One.
Oh, four years. Uh
Four is a kind of a long time actually. Four years actually most. I think most
Well, like in revenue, like like like we could create some type of app
that buys ads to grow and is not losing money. I'm I feel confident that I could do that half the time. I'm gonna use the assumptions of there's no external funding that we give where they can go raise money if they want.
But uh we can't give them the money.
And that it's not a million dollars of revenue.
Maybe is this is that what he meant by make one million or do he mean. If it's revenue then then that's quite uh a high chance I could do that a lot of the time. If it's profit, that's much much harder.
Right.
If it was profit, I think we could probably get
Five out of twenty in a four year period. I I would guess that we'd have
Some kind of hit rate around, you know, twenty, twenty five percent.
It's pretty magical. So let's talk about why
We said it's two a line. We were joking. I think that
this is really good for a very particular type of person. But I do think that
Optimizing towards entrepreneurship for everyone and glorifying. I think it's over being over glorif glorified. I think that's wrong.
I don't think that it should be that way for everyone. I think it should be for a small amount of people that interests you, just like saying that we should get everyone to play music, we should get everyone to be play sports, we should get everyone to be good at accounting.
And so I think that this is a bit
I'm not criticizing these guys because they're saying for those interested in this, this is the offer.
I don't think that this should should be the default for all high schools.
Oh, you feel like in general
The
Everybody's gotta get on their entrepreneurial grind.
I think that's stupid.'Cause obviously not everybody needs to get on their entrepreneurial grind. Yeah. I I just don't think that's necessary. What what were you what were you saying?
I was saying it's too aligned as it
You didn't need to make it a million.
Could have got you could have uh you know, w what's the real thing basically, I would say um
If you did a hundred thousand, this would have been I mean, that would still be incredibly successful, right? If you can make
Make a make a hundred grand or a hundred fifty grand or something like that.
But of course.
That's not the marketing message that would stick. The reason this got onto the show today
'Cause he's had a million.
So in that sense
It's the absolute right number to choose.
A uh if nothing else, it is a PR offer.
And um, you know, I don't know how I don't know what that does to the business if that distorts things long term, but like
In the short term, you get the big benefit of
putting something out there that is buzzworthy. It's like when Peter Thiel
Do the Teal Fellowship?
And he I think what he did was I think he only spent
two million dollars out of pocket to do the teal fellowship.
Which
Two million dollars is not nothing, but in the world of
billionaires giving money for for causes. There's plenty of people who write
Bigger checks than that.
So why did the Teal Fellowship get so much notoriety is because
He attached it to a very spiky message. And the spiky message was
Universities are a bubble.
And like the housing bubble and other bubbles, it's uh it's bubble because nobody else thinks it's a bubble.
You know, that's the only way you get to be a big bubble is when everybody sort of assumes education's great. How could you you can't criticize education. Housing's great. Everybody should own a home. You can't criticize that.
And um what he said was not just I'll give this to people who have good ideas.
But
I'll pay you to drop out of college.
Literally the opposite of
Hey kids, stay in school, right? The the old message you're supposed to say.
And because it was so spiky
He got tons of tons of notoriety because he got tons of tons of notoriety
He attracted
The right people'cause the message got far enough.
Where
Those like you know, the Vitalic Buterans of the world, the Dillon f uh Dillons of the World who create Figma.
they heard the message and were able to apply for the Teal Fellowship and and came in and made it happen. And so
I think maybe this this might be the right approach, like the X prize where you have to do something novel and and noteworthy.
And almost polarizing in order to make it work.
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So let me tell you a quick story. So on Friday I went to Austin Reefs' house for dinner.
And we or he had over these eight young guys.
And I posted a link to who they are in Slack.
And so if you uh look this up, so the New York Post just did an article on these guys five days ago and it says
These Gen Z digital moguls are building seven figure companies while lifting weights.
So uh it's basically
I met these guys in Hampton.
And I met them and
I was like, Austin, you gotta meet these guys. This is incredible.
So we talked about Jos that's that guy Josh. So Josh, we talked about him. He has that company called Street Talk. You might know Oliver. Do you know Oliver? He had the company called Tab Tab Shock the thing. Now he's doing a And then that's Sheamus.
This is like a boy band that you're talking about, like Joey. Joey's cute. She has highlights. And then like you know Brandon is dating Rebecca. Like what's going on here? So listen, it was these t uh eight guys. They are all the eldest one.
was Oliver and he was twenty five, I believe.
And they're all these young guys who share an office and they all started companies. One of them was this guy named Victor. One of them is
Oh, yeah. He kinda talks like him too. One of'em raised a hundred and forty million dollars for the company. And anyway, it's these all these young guys, and I we had them all at dinner and I was like, I don't wanna sound like an old creepy guy, but you guys are so young. Like, can you tell me everything that like twenty one year old entrepreneurs are into? Because when I was twenty one and I left school to move to San Francisco, I was a freak among freaks.
It this seems like you guys are way normal for how successful you are.
You might not want to call yourself the freak amongst freaks. As we're talking about eight young men you had over for dinner. Yeah, if we get a little Epstein.
Um and so thank God my wife was there and you kinda get away with a lot when she's there. But uh
They were saying that they're like
Dude, we are like killing it for how young we are.
The thirteen year olds are now coming after us.
They're like the way that they're like the way that you are talking to us, like you're in awe of how young and successful we are. We feel that way with thirteen and fourteen year olds.
He said there's so many thirteen and fourteen year olds that we know who we know who are building stuff that are is gonna be way better than us. It's just crazy how young these guys are who are building amazing things. I mean when we had Zach, Zach on from Cal AI. He sold his company for
Tens or hundred or a hundred million dollars at the age of
Twenty.
Uh 19? Uh like there's a whole generation of these kids. It's just absolutely amazing. Before it was college drop off. We made up that number, by the way. He didn't tell us a hundred million.
Uh I make it Yeah, sorry, that would that's preser um yeah.
Those are some this line, dude, is so funny.
We talk about the problems we're facing hiring, scaling.
Girls. Shame still Your typical twenty d twenty twenty year old dude stuff.
What it's just the new Jim Tan laundry hiring scaling girls.
It's just like crazy. Have you noticed how young uh some successful entrepreneurs are right now? Before it was like
Uh
you know, the very, very rare
college dropout Zuckerberg style person, and that was like a one of one in a million. Now it seems way more common.
I told you, dude. I feel like the guy who um
Is this the horse drawn carriage guy and I've been
R I've been driving this route for for ten years and it's it's a good thing and I
Standing on the side of the road next to my horse.
And then a Tesla roadster zooms by and I'm just like
What the hell was that? And that's how I feel when
I see here and talk to
Some of the young
Inspiring founders and
Guys who are doing content, guys who are doing e com guys who are doing AI, like there's so much energy, enthusiasm, excitement, and talent.
That I feel like is
Unleashed.
And you know, the the by the way, the reason why to me is like pretty obvious.
Uh the information is out there and we're all mimetic creatures. So in the same way that like
You know, uh I'll go to my
s kids school function and
Like half the moms there have like lip filler and Botox and shit like that.
And you know, why? Because that's become normalized and they've seen it everywhere, right? On Instagram and and whether it's you know
You know, reality TV shows or whatever. It becomes normalized, it becomes you see it once, twice, three times, four times, five times.
It starts to become a a a thing that feels
Normal and accessible to you.
Well, like when we were growing up, there was no Twitter.
Right, so you didn't have ac I didn't have access.
I never even saw I didn't even know like
I don't think until I was
Maybe eighteen years old, did I even know an entrepreneur? Like I actually had met an entrepreneur who told me that, Oh, I have this business and here's like how it works. I never listened to a podcast about entrepreneurship. I I never watched a YouTube video.
There were I don't even know there were podcasts when we were fourteen, right? I don't think there were.
And so it's like when we were thirteen, fourteen, fifteen, sixteen, right? A pretty formative age.
Like the only thing I had exposure to was basically like the NBA or skateboarding or like you know, these that was what was the cool thing that you could go try to model and emulate.
outside, right, or during your summers or during your when you got home from school. And like
I feel like today, if you go home.
You have access to Twitter, you have access to TikTok, you have access to Instagram, you have access to YouTube.
And on those platforms you can get
Into any rabbit hole, into any niche that you want.
And the people who stumble into the kind of like
Pack Elon Musk bubble, right?
They're gonna see this is gonna become normal to them. The idea that you can
Make millions of dollars. People who listen to the podcast where we did with Zach, where it's like, Oh, here's this
Nineteen year old kid who just sold his company.
That was doing thirty million you know an AR.
That now becomes normalized for a huge generation of people who are then gonna do their own version of that.
We didn't uh have that at that advantage. So
I don't think the human species evolves that fast, but I do think
If you give it new training data.
If you give it new s like stuff to mi uh to to be a mime about and just copy
They will do pretty well.
They were talking about like
dating and I referenced the book The Game and they were like what's the game?
And I was like
It's called the Old Testament. Come here, boy. What's the next one?
All right, uh I don't saw this. Pokemon Go as one of the the great pivots of all time. Did you did you see the story?
I did not.
All right, so if you remember Pokemon Go was like the hit game, I don't know when this was, like 19 or 20. Yeah, like you know, seven years ago or something like that. It was a huge deal that people could it was this new style of game. You would take out your phone.
And your phone would just be on like kind of camera mode. You'd walk around a city and then you would like discover a Pokemon. It would show up
Like using like uh like the kind of the they would overlay the little Pokemon on uh on top of like the street where you were standing.
All right, cool. So that became like a kind of like a one to two billion dollar game. I think they sold the game.
for two or three billion dollars. Um because it you know had this huge hype cycle then it kind of died down.
Well there's this really interesting story about
The fact that they're now t they now they sold the game.
But they kept all of the photos, the videos. And so what that means is like they had, you know, I don't know, hundred hundred million players or something like that walking around every city in the world with their phone out.
Capturing what the street looks like.
And if you think about it, that's actually really valuable data.
for AI that wants to do not self-driving, but like self-delivery, right? So like delivery bots that are gonna go on sidewalks.
in through neighborhoods or down city streets and have to deliver something. Well they need to recognize where am I
What does this look like? What is the terrain? How does this work? Et cetera.
And so they took that data and they're licensing it out.
to all these AI companies now because they're the only ones in the world.
Who have this data.
And like you've heard this kind of like data's the new oil. That's a little misleading because there's n there's like
There's just oil.
With data, there's like very specific
Like niche types of data.
And so you might have like a specific type of oil that nobody else has and Pokemon Go
The company behind it, Nyantec.
has that data for real world behavior. Like if you if you've ever seen like uh the Google Street View thing, right? Like
Google would send out a car.
With a th camera that's rotating on top, taking pictures of of everything around it.
And they would literally drive every street in the world, essentially, was the was the game plan with Google Street View. And they do it. They did it every like ten years.
Side note one drove by my house the other day and I got so excited.
And I went out and I flashed it.
And I was like, yes, that's internet history, baby. That's ten for the next ten years, if anyone ever looks up this property, they're gonna see my hairy belly out there. I did that shit. You couldn't think of what else to do. I knew it was a moment. But my brainstorm only had fifteen seconds. I went Marty Groll.
I've hated the analogy of data to new oil because for years and years, you know, people have said this for years, but there was no use for it.
And actually it's actually kind of a good analogy. Did you know that um the oil industry existed? You know, John Rockefeller started standard oil, like
In the eighteen eighties.
But cars weren't invented vented really until like nineteen fifteen, nineteen eighteen, and they didn't really get popular until like nineteen twenty. And so up to like nineteen fifteen, what was what did they use oil for? Well, it was actually mostly kerosene.
Uh, and so like street lamps, you would have someone go and like literally light the lamps in a city. And that was enough to make the in industry big. And then uh you know, they were like doing it and killing it and killing it, killing it. Then Henry Ford created Ford, and I think in nineteen fourteen the first model A, uh uh sorry, model T uh came about and
the oil industry exploded. And what is going on in some cases is kinda like that with AI, where like there is data and like, but data's in your oil, but like there's no use case for this oil. Like yeah, we maybe w we think this is useful, but what are we going to use it for? Now it's like they have finally found the like a good place to actually put this oil.
Yeah, that makes a lot of sense. And I feel like that's happened now with a few people. They they woke up
And they're like, ah, what's that under my back? Oh, it's a lottery ticket. And like, you know, that's basically what this is. Uh we talked about Handshake, that company that was basically a
Like a college student internship job board type of
Product. It's kinda dumb.
It was just fine.
Yeah, it was it was like not gonna be the biggest thing in the world. It was it was a useful thing, right? Like college grads who want jobs and employers wanna hire like you know
Fresh college grads. And then they real that they pivoted to basically
Training data.
Or they're like, Oh, we have all these students and whether it's you know different disciplines.
Who all these AI labs want to pay
To do curated uh training data. So you know, whether it's a
Here's here's math answers. You tell me if the if the math answers are good, you label whether the answers were good. You give sort of that uh expert feedback to it, or it's labeling data.
That sort of thing. Like you know, that was uh
They sort of woke up and you know had a uh
A lottery ticket in the back, I feel. And and I and you know, they had to identify it and they had to act on it for sure. That's you know, more credit to them. But there's like a number of these companies
That
Turns out we're city you know, it's like a better a better analogy is like the people who
You know, you buy a home and uh then you get a knock on the door and it's like turns out your home was built on top of like an old mineral reserve.
And you can get paid like far more than the sum of your home.
To just leave. To or to just like to just let us bulldoze this home and and do this instead.
And I feel like that's what's happening with a handful of companies right now because of their uh unique data sets.
Yeah, I don't know if it's gonna happen to a lot, but it definitely is a good example of this happening in a wonderful way. What's the next one?
I don't have much to say about this. Guy uses Chad CPD to sell his house, so
Florida man sold his house in five days using Chat GPT without real estate.
I don't really have much to say about this, but there is a funny Florida Man game that I played the other day. Uh have you ever done the uh Florida Man and then your birth date?
No.
Well let's go. What's your birthday, Sam?
June fifteen.
What's that? June fifteen June fifteenth.
So Florida Man, June fifteenth.
Um here's the top story. Florida man pushes past her, knocks churchgoers to the ground.
What's the second one? Uh Florida Man said it's the thirty months for illegally transporting an alien. That sounds like something I would do. That's double plot of ET. I'm pretty sure he was a good guy in that. I got uh one more here. So have you seen this Karpati Jobs thing?
No, but I saw the anthropic version, but what's the Carpathi one?
Uh, you know who Carpathy is?
I don't even know who he is, but I know that when people say Karpathi says blank about AI, you're supposed to take it seriously.


He was one of the OGs of Open AI.
Um, he was then poached by Tesla. He ran the Tesla self driving program for like a decade or something like that.
He went back to open AI after that. And then now he's just like
Indy hacker. He's just Peter Levels.
With like
Six brains instead of one human brain.
He's just fucking around and he just posts on Twitter like random AI little experiments he's doing.
So we made this thing called Carpathi AI.

And you can see this on the screen here. So basically what he did is he took all of the US jobs from the uh you know bureau of labor.
And okay, so that's a hundred and forty three million different jobs in the US economy.
And then each the size of the square is how big of a s
How big of a part of the US economy that job is. So you could see like
uh registered nurses there's three point four million registered nurses in the United States
Uh construction laborers
There's one point six million. Secretary's two point. So it's percentage by qu uh
Size by quantity of workers.
Cashier.
is a huge percentage of that, which is insane. So cashiers take three point two million jobs. That's wild. That's cool. Okay. Correct.
And so um
Then.
Why is it what is green and red, right? It looks like a stock market chart.
So basically then he then had uh
Uh
He took he told AI
To estimate
The likelihood that this job is gonna disappear based on the capabilities of AI.
So based on what the job does and then what AI can do.
How disruptible is this job? How at risk is this job?
So for example
Construction laborers are green'cause they're
more in the safe category from AI because AI today can't do what those people do.
But customer service is in red, obviously.
And um
And so he went through every job in the US ch uh market and then you could sort of almost see like how
How
Turbulent.
Will this be for the labor market because you got how much red are you gonna see on the screen? Because if it's
gonna really disrupt a very uh a very small niche job, that's not that big of a deal, but if it's gonna disrupt, you know
Secretary's and admin, uh cashier's
I'm surprised waiters and waitresses here
High school teachers. I'm surprised that one's there.
In red.
Uh kindergarten el elementary is like kind of in an orange state here.
That's insane. What?
And then he has a caveat. So he says
Caveat on digital exposure.
So he basically Oh so let me just read the whole thing. So he said
The digital AI exposure option is one example. It estimates how much of current AI, which is primarily digital, will reshape the occupation.
But you could do this for any other type of thing like offshore risk, et cetera.
And then and then he includes even the prompt here. It just is a cool little hack project by him on the side. Uh
And he's like, you know, here's o there's obviously a bunch of caveats, which is
Software developers scored really high. While some people believe well
Dude, AI's doing all the coding now. What does that mean?
And he's basically saying he says because AI transforms the work, but the demand for software is gonna grow.
As each developer becomes more productive,
The score does not account for demand elasticity, latent demand, regulatory barriers, or social preferences for human workers. That'd be like kindergarten teachers, for example.
Many high sh high exposure jobs will be reshaped and not replaced. So it's not repl the red doesn't mean replaced, but it does mean reshaped.
He did another thing that was pretty crazy. He created a auto AI researcher that runs all night.
So he basically created an AI that he explicitly programmed to not look for human feedback.
So it's like a recursive loop. So it's like
Uh general hypothesis, do research.
Create an output, evaluate your own output.
give yourself the next uh direction and go again and give yourself the next direction go again give it it just runs in the background all night just doing its own research now. It's called autore.
Which is
Really how AI is gonna like
The the big leap from AI are gonna come when AI programs the next leap.
Have you become the person where so
Like my Friday and Saturday, I'm like, I wanna learn this stuff. This is so exciting.
I'm so locked in. I love this.
Like it could be small stuff. Like I don't need to use Tableau anymore, you know, like I just make my own dashboards in Notion and I create a script to auto update it and like just all these things where
I feel like I have superpowers.
Yeah, I feel like I have superpowers, but I'm like the early you know when Spider Man when he like realizes he could shoot webs?
But like really all he's doing is just shoot he's like g he's like summoning the coat can to him. It's like I could just get up, but or I could just
web it to myself. I didn't have to get up from my bed.
Like that's kinda what I'm doing. I'm doing a lot of stuff that feels cool to me and feels like a superpower.
But like
Does any of it matter right now? No. Um like
Still the br all the useful stuff is just chat with
Chat with ChatGPT, chat with Grog, chat with Claude. Dude, I've done like really simple stuff.
Where like I'll be like
Make
twenty landing pages in HubSpot for when people search X, Y, and Z that are related to my company.
That's a very monotonous, boring thing that I normally would have had to do by hand.
And it just made it all in
Uh five minutes.
And this is for a lot of people listening, the agency business model just got really interesting now.
Like historically agent Cs are like a pain in the ass.
Um
But they're actually pretty amazing because you don't need to
Test.
If there's demand for an agency, right? Everyone needs an agency. Every business hires a lot of agencies.
You you go through a lot because you don't particularly like'em, but running an agency
has always been a huge pain in the ass, regardless of how great of an agency it is.
But now it's significantly different. I think that a if you own an agency, I think you could take the path of like my business is over, or you could take the path of like
My multiples are gonna go up a significant amount. My buddy Romine sent this blog post to just me and Ben like a year, maybe a year or two years ago.
And he wrote it was called um
Service as a software.
So instead of software as a service, service as a software.
And he basically had this thesis, he's like
Service businesses have historically had lower mar lower margins and lower multiples because two things.
One.
Because it required so many people to do.
uh the gross margins were worse.
And two.
Because it required sp like skilled people, you couldn't scale it.
The way you can a piece of code that can just keep running.
You know, anywhere in the world. And you know, whether one person's using that code or ten million usually doesn't really matter.
And he was like AI seems to have changed this and he kind of r he called this ear and he was like
Now services businesses are gonna have
High gross margins, like seventy five percent gross margins instead of like fifty, forty percent gross margins.
And he's like the reason why is because obviously AI is gonna make the service company more efficient. With one person, you can do what, you know, four, five, six, seven people were doing before.
And then the second thing is that
The the more people uh have software, like service is gonna be become more rare. It's gonna become more uh like it's gonna become the harder thing to get.
And in addition to that, you have the uh so not only does it have the higher multiple, but also it'll scale better, right? Because
If you're using the more s the more internal
software you have
the more clients you might be able to serve. And so you you get the scalability and you get the margins.
And so he had this idea and and this is exactly what we're seeing. We were talking to a bunch of PE folks and
They've all basically shifted budget away from buying SAS.
to buying service companies.
And they value the service companies like they used to bot value software companies, which is kind of crazy, uh as a shift to make for somebody who was like
Ingrained in my mind that like, you know, software is the thing.
And services are bad. You know, and he was he was a hundred percent right.
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Let me show you this thing that we that I made.
I think I've told you this before, but
My brother in law, who's come on the podcast before, his name Sanjeev, he uh
He is one of the biggest owners of retail shopping centers in the country.
He owns I don't know, like
S
I don't know what the number is, but like maybe like you know, a couple million square feet of real estate of retail shopping centers in the country.
probably one of the top five to ten operators.
But he, you know, it's like a blue collar type of business, as in like you don't, you know, his job is he does a lot of construction, he does a lot of leasing with brick and mortar businesses.
And so he's not hugely exposed to AI.
So he um he joined like Tiger Twenty One or something like that. He was at a meeting and he and they were he's like, dude, it was all about AI.
He's like, I feel like I gotta like know more about AI. He's like seems like you know, I'm
I kinda know about it, but I gotta know more. You know, like seems like I'm probably under investing in this.
So last night I just did I did a little demo for him. So I basically went into Claude and I just go, I'm a retail shopping center owner.
This is my business.
Tell me ten ways I should be using AI. So it gives me ten ways.
So it's like here's ten things you could do. A retail
Expansion and contraction tracker. Okay. So like, you know, your tenants are these retailers.
You could scrape earnings calls, ten K's, press releases, trade publications, and flag
Which
stores are opening more s locations, which ones are c closing locations.
And that would create a hit list for your team to go call those tenants and basically be like top of mind for them as they look for new locations.
Lease expiration. You have all these leases, right? If you have
Let's call it fifty centers that you own, and each center has thirty tenants. Now you have a hundred and fifty
uh tenants that you would have. Each one has a unique lease on it, a unique timetable.
You need to know what's expiring and when. Just upload all of it to a folder and it'll tell you what is expiring when it'll give you notifications.
And it'll cross reference that with their
Public announcements so you know.
Hey, they had a hot quarter, you know, go and look for an expansion of that lease. They're contracting. That's gonna be at risk. You should start thinking about possible
New tenants to put in.
And it gave a list of like, you know, ten ten different uh things. And then I just said
Cool, give me the prompt.
to um to build this.
To build number one, that like expansion tracker, so check this out.
So then I go and I basically take that prompt, I throw it into the new I wanted to try the new perplexity computer. I don't know if you played with this at all, but
Plexity. Computer just open club.
But open claw but in there like sandbox. Um less technical work to start.
Uh, but it's like in their environment.
So
It built it. So check this out. So it's basically like check this out. Uh
Is this just a mock up?
No, this is like an active live website now that you can use.
So this is not his data, or this is his data.
This is not uh his data. This I just said, Hey, here's seven states that I operate a lot in Texas, Nevada, New Mexico, Utah.
So just and then I I didn't tell it anything else.
So we went and said, Okay, Dollar General ex is uh one of your w is a retailer that's expanding
Yeah, they're account they're gonna do fi four hundred fifty new stores and then you click in and it says
They've they plan this many new stores for twenty twenty six.
They're gonna do four thousand remodels, twenty relocations. They currently have twenty thousand stores. Here's where they're likely to be expanding.
Here's the quote.
From the source from the CEO.
Talking about what they're what they're gonna do.
Right. Um let's go to contracting, you know, Walgreens.
They're planning to close a hundred stores.
They've already closed five hundred since twenty twenty four.
Um, you know, here's like a Macy's one, here's whatever. You know, different different uh
Different retailers and how they're doing.
And then you're like, okay, cool. Um
Now I basically have a hit list of retailers that I can basically have my team focus more attention on, less attention on in terms of
Getting new leases done or
forecasting and anticipating and be proactive about
potential vacancies I might have in my centers in the future.
What did he say when he saw that?
He was like
Should we do a call today and it's like
Kind of like, what the hell just happened? Like I just need to talk to somebody to talk to somebody. Like I need to see what the he's he was like, I'm on chat GPT. It seems like I should be using some other things. Can you tell me what these are now? Um and I'm like, Yeah, you know, because I've invested millions of dollars with him.
And so I'm like, Yeah, like I can just show you a couple of things that I think are gonna like
You know, today it's all manual, right? Everything is manual. Everything is a gut. Everything is experience, but you can productize a lot of that.
And turn it into, you know.
competitive advantage for yourself. The problem is um turning it into a competitive advantage. So it's getting someone like him who's smart and successful, but not well versed.
And being like
Oh my God. Like everyone feels the same amount of doom and overwhelm. They're they're like I know this is important. I don't know the first place.
Where to turn to in order to get help. You know, you and I have Twitter. We could just tweet out who knows how to do blank or is doing blank worth it.
Uh, but if you are doesn't matter how successful you are, but if you're just a guy
And you're not locked into this industry or like surrounded by nerds.
I don't even know where you would start.
Well, yeah, I I think you have to you have to figure out some proportional investment of education.
And time.
To work on this, whether it's, you know, once a week or you do three weeks, or you hire a consultant, or you do whatever you're gonna do. It's one of the reasons I think the biggest opportunity right now, like the obvious no-brainer thing that
Anybody who hasn't made it.
that wants to make it in life needs to do today is to basically go sell AI transformation. So what do you do? You go find business owners and operators
And you go you become an AI expert in your nights and weekends, basically, and then you go to them.
And you sell a no risk offer to them.
Which is that I will come and I will find ways. I I will come and do an audit and basically figure out how I can use AI to improve your business.
And then you go and you do an audit and you try to figure out how to improve their business and you sell them the solution, the implementation of it.
Oh, hey, this is what I think AI could do for you. I'll do it for you if you pay me this amount.
And here's the value it's gonna drive for you.
And then you do it once with let's say you do it with one dentist, then you go do it with fifty more dentists.
And you can literally make millions of dollars doing l just that blueprint. That is the blueprint. Like
If you remember when
social media marketing agency became a thing. There's this acronym acronym, S M M A.
And it became this like business in a box that anybody can open up, which was
Social media is a big deal.
businesses today don't really understand how to use it. They're using it in their personal life, but they're not using it for their business.
Well,
Anybody in any locale, any niche.
can create a social media marketing agency and you could basically go to these business owners and say, Hey, I'll run your social media for you.
'Cause they don't know how to do it. They know they should do it.
And you can bridge that gap.
And that became the business in a box. Well the
What is the business in a box today?
It's going and selling.
Hey, I'm gonna use AI to improve your business.
And you go do that and you should be doing that all around the country.
Over the next couple of weeks.
Uh when when it's just you and I. I want to do a
An episode on how to develop good taste.
Because what we're seeing online is people saying now that
Building things is not important anymore.
Because you have a machine that can build it for you.
The next most important thing now.
Is how to have good taste.
And I have found
That
piece of advice to be incredibly unhelpful.
Because
What is the definition of good taste?
And how do you develop it? And I've been working really hard on defining it.
And I think that we we can see this the whole like I think that there's an interesting opportunity where you can teach people how to develop good taste, because I believe you can.
Right. And I wanna do a whole episode on how to uh define what does good taste mean because I believe there's an objective de definition to it, which is um
knowing and speaking the the d desire language of the of the the people or thing that you want to speak about.
And then how you learn that language.
I'm I'm all in. I love that. I think that's just that that would be super fun to do. And I think like you said
Timely and necessary.
And I think most people would agree with the premise.
That like taste matters.
Pretty disagree with that taste.
Ever didn't matter.
Now matters more, right? Cause if AI can produce more stuff and makes it easier than ever to make things.
Well, taste matters even more then, right? Because taste is the uh is the discernment. It's the decision between good and bad.
And so yeah, obviously it matters more, but I think it's like these uh
These other soft skills that
people don't even think of as skills, meaning you just sort of think you have a certain amount of it.
And it can't really grow like any other skill when it's like, well, no. If it's a skill, that means it can be practiced, it can be learned, it can be improved.
Um so if it's a skill, then that means the only question is how.
I have that answer. And so I won't reveal it today.
But I've been thinking a lot about this. Um coincidentally, I've been thinking about it for about two years on how to like learn good taste.'Cause I don't think I particularly
Have
Good taste, but I've tried to develop it.
All right. Down.
Um, all right, that's it. That's the AI news we wanted to react to today.
Sam, send him off. Peace.
That's it.
That's the part.
I feel like I can root
Well I know I can be what I want to
I put my law in it like my day's off On the road less travel never looking back
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