AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN

0:01Speaker 1:How many days till Christmas? TBPN's Road to Christmas started weeks ago. We got ninety four days until Christmas. Double Block in. We're so close. Every day

0:12Speaker 2:So close.

0:13Speaker 1:One day closer to Christmas. So get excited, shopping for presents, start picking out that Christmas tree. How was your weekend?

0:20Speaker 2:It was couldn't have been better.

0:22Speaker 1:Yeah. It was good. Couldn't have been We were off on Friday. We went to Boston and back basically the same day. Sort of a brutal flight back and forth, a little tired.

0:30Speaker 2:Terrific.

0:30Speaker 1:I got completely one shotted by the new AI video model. C Dance 2.5. Gone are the days of face swaps. I remember when Dream Booth, this paper, came out from Google. And it allowed you to very realistically swap your face into a photo. Now, this is something you can just do with a single prompt today. But back then, you had to go and take 10 or 20 different photos of yourself at different angles, different lighting, usually just dug through your camera roll, got them. Then you had to feed that into, like, a Python script that was either hosted on Colab. And then the Colab thing was weird because it was a luck of the draw what GPU you got. So you would, like, sign up and create an instance.

1:13And then sometimes it would just be like, you got a ten eighty Ti. And you'd be like, bah. Like, I can't do what I need to do because I need a lot of memory to do a particular thing. And then sometimes it would be like, you got an a 100, brother? Like, lock in. Like, it was just random provisioning. And people would be like so excited when they got one or the other. But there was this musician who was like a guitarist who implemented the paper and then and then basically distilled it down and figured out how to run. This is a crazy thing, but this guy who's just like a hobbyist machine learning engineer figured out how to get Dreambooth running on like basically commodity gaming hardware. So then you could go and you could take your face, fine tune it, and then be able to generate new photos in the style of whatever.

1:56It was all built on that open source one, not mid journey. The other image generator, Ahmad Mustak was Stable Diffusion. Stable Diffusion. Mhmm. It was like Stable Diffusion as the base and then this dream booth thing on top. And it was super cool because if you actually went through if you jumped through all those hoops, you basically had access to the magic avatar thing, like, three months before everyone else, and you could, like, send one to a friend and be like, oh, this is cool. And then it was just completely commodified. It became an app, and then it just became available in every chat app very shortly after. But the AI video has been moving a lot slower. It's very compute intensive, obviously, since OpenAI had to shut down Sora.

2:35And it just feels like none of the major American labs are as focused on this. So I got completely addicted to this, had a lot of fun doing it. I'll walk through everything that we You no longer need to go get a different app or sign up for anything. You can I, like, I was just texting with Codex remotely? I had a PC that was running this, and then I would just be like I didn't even say, take this video. I would just say, like, go find some videos and put Jordy in them. And it would just do that. And I and I didn't even have to, like, upload photos of you. I would just say like, go find some reference photography for Jordy across the Internet. And it would

3:08Speaker 2:just And so far, it seems to have made a lot of sense not to focus on video

3:12Speaker 1:Yep.

3:12Speaker 2:Given that Codex and Claude can connect into all these other tools Yep. And models and Yep. Just give you what you want as a user Yep. Without incurring any of the cost of focusing to make great models or the actual cost of of serving them and Yeah. And having to allocate, you know, GPUs.

3:28Speaker 1:Yeah. I think people will be having fun. Oh, speaking of Codex, let me tell you about Codex. Codex is a powerful workspace for getting work done with AI agents. Whether you're writing code, analyzing data, creating content, creating some of the videos I will show you shortly, automating business workflows. Codex helps you move projects forward from start to finish. So the latest turn of AI video models, like, they're really, really good. Not just for the high fidelity stuff, which we'll show you some of, but even going back to, like, nineties VHS footage, it can edit anything and it doesn't look weird 90% of the time. CDN is 2.5. The the the big update here is that it replaces the whole person, the whole object as opposed to just a face swap.

4:03It it just hits way harder. You you you'll see. And it matches all the subtle details of the footage, so things integrate really nicely. Dylan Patel posted a video of him as Drake in this cheetah print video over the weekend, and I think a lot of people fell for this. It tricked everyone. I I I think it tricked a lot of people because it's super high fidelity. Let's play semi analysis latest post on x, Dylan Patel as Drake. And what's interesting about this is the video model's really good, but also this Drake video came out a day ago. And so it's not it hasn't saturated the Internet. Like, lot of

4:40Speaker 2:people A lot of people hadn't seen

4:41Speaker 1:it. This is the first yeah. I I saw this video before I saw the actual Drake music video, and, course, choreography is is fantastic in the underlying video. And that drives the motion. He's using AI. He's using CDN 2.5. Hicksfield wrapped CDN 2.5 in in a model that sort of harnessed that sort of makes this a little bit easier. You can use that via the API. It's also available on fall. And there's a couple other ways to interface with it. But it's interesting because it's highly compute intensive. China's obviously way behind on compute. So what's going on with the strategy? But before we get to that, it's really fun. So we gotta play some of the more videos that we made.

5:19So I had Codex finding famous or funny videos to use as base clips. I would just say, I I started with the rap videos, did a couple of those. I think there's one maybe in the timeline.

5:28Speaker 2:In the x chat says no headphones are obviously fake.

5:31Speaker 1:Oh, true. Yeah. Yeah. That's a good point. Yeah. This one. Because I saw this originally with Elon Musk and Sam Altman rapping and I think we

5:40Speaker 2:might mute it just because of swearing.

5:43Speaker 1:But what's interesting here is that it does a pretty good job of getting us, but there's moments when I sort of blend into to Elon Musk, which is funny because it's not like it's originally an Elon video, but clearly, the underlying video that was driving the AI model was the Elon and Sam version. And then our heights kind of changed. Like, I look a little bit more like Elon there. But, also then I was able to just say, like, okay, go make a bunch of tech videos. Like, just find iconic videos from tech and it did it and it found like Sweet Baby Ray's.

6:16I didn't tell it to go get that video, but it just did it, which was very cool. Some of them came out really well. Some of them didn't do too well. The one that I liked, I think the most

6:26Speaker 2:And it's a funny dynamic that we noticed where when you're looking at an AI video of yourself Yeah. You're thinking, that doesn't look like me. And then when other people look watch it, they're like, wow, that looks exactly like Jordy.

6:35Speaker 1:Yeah. So let's watch Jordy introduce the MacBook Air as Steve Jobs. I don't think actually, Apple kind of bans everything. So we'll see we'll see if this one gets flagged. But we might be we might be cooked on this on this particular one. But let's I said video is solved.

6:50Speaker 2:Roll the dice.

6:51Speaker 1:The post. Yeah. Let's roll the dice on this one. Boom. So it didn't change the voice. So you still hear Steve Jobs' voice, which is also funny about the Dylan Feldick because it's Drake's voice. So it's like, what did they think happened? He's like lip syncing to it or something. That didn't make any sense. But what's really cool about this is that it changes Jordy the small Jordy and the big Jordy. It changes both of them in the same frame. And then even there, you only see a little bit of Steve Jobs' mouth, and it was able to change that to Jordi. So it can represent what's going on outside of the frame. And historically, that's been very difficult for AI models. They want the face in the center of the frame.

7:29They wanna be able to crop it and think reasonably reasonably about it, but it did a good job there. Jordi as Jensen taking the GPUs out

7:38Speaker 2:of Added some mass for this one.

7:40Speaker 1:Yeah. It's very funny when you when when when you use a different person with a different stature, different musculature. Very funny clip, iconic when Jensen announced. Was this is that h 100 announcement? The a 100 announcement? It pretty early, but For a while? This is still such a funny gag that Jensen actually did this. I love it. He's really grunting. I mean, that's a heavy rack. What we got here is the world's largest graphics card. Such a funny bit that he just did this in the kitchen. It's so good. Something I gotta show you. I got something I gotta show you.

8:19Jensen's such a such a master performer. We saw that on stage at at Salesforce, Agent Force last last week. Funny.

8:29Speaker 3:Keyto.net. The key to industry transformation. The key to success is developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers.

8:49Speaker 1:Really got, like, the level of sweat on your face pretty correct, but the face is jumping around. Here. Yeah. Not not quite not quite dialed. I think you'll have to perform that one IRL. Some productions will use this where it helps in urgent scenarios. I think some of the stuff is already actually being used in Hollywood, specifically for reshoots. About ten years ago, Henry Cavill was in was was in Superman. And he left Superman. They wrapped production.

9:17He went to film Mission Impossible. In Mission Impossible, he has a mustache. So, grew out a real mustache, was filming Mission Impossible and they were like, we didn't get the shot for Superman. You gotta come back and film another scene as Superman. And he was like, I can't shave my mustache. And they were like, okay. We'll fix it in post. And in the newsletter, there's a photo here that we can pull up of how it came away because they had to remove and reconstruct his lip and his mouth using twenty seventeen technology and it was not good. It was very very rough. Probably very tedious, very expensive.

9:51Speaker 2:Isn't a mustache like the easiest thing to apply?

9:55Speaker 1:Oh. Oh. Like fake? Like Yeah. You should have just shaved it and then put on a fake mustache?

9:59Speaker 2:Yeah.

9:59Speaker 1:I don't know. I think Mission Impossible, they want the real thing. But the Superman on the right is Henry Cavill with a mustache that has been removed in post and it was, yeah, widely widely critiqued by the VFX community. So you can imagine for stuff like that, this these tools will creep in very quickly. For most things, it's gonna be, okay, well, if you needed someone to drive the video, why don't you just have the actor do that? Maybe for stunts and stuff, you'd do it. But for most performances, I think you'll still be doing it. The old way at least for the time being.

10:30Speaker 2:What about some of the other more action oriented?

10:33Speaker 1:Yes. So, this was a fun one. I had to go and pull Johnny Knoxville and Steve O clips throughout the throughout their filmmaking and TV.

10:42Speaker 2:Generational run.

10:43Speaker 1:Their yeah. Their entire run. Make about 20 of them and then put it together into a trailer that we can watch now. And I really enjoyed this. We gotta do that in the office. I think Tyler was thinking about getting that. This one this one didn't seem that bad to me, but Nick said this was terrifying, getting in a cactus. I don't know. I've never really been poked by a cactus. The hands on the bikes. I don't know how the guy on the left wins. Of course, a lot of Steve O in that one. A lot of Steve O here too. But I think these work so well because a lot of the underlying footage looks like AI. It looked like this

11:30Speaker 2:The prompts.

11:31Speaker 1:Looks like an AI prompt. Like like drive a jet ski in a

11:36Speaker 2:Out of pool a pool.

11:36Speaker 1:In a luxury house. You know? This looks

11:39Speaker 2:This like is real,

11:40Speaker 1:though.

11:40Speaker 2:This is real. We actually shot this.

11:41Speaker 1:Yeah. This is real. No. The only thing that's different about this is the suits. We replaced the characters. But the underlying footage is all real from Johnny Knoxville and crew. The This fire hose one, that looks fun. Just kidding. Who's dying laughing? Some of

12:02Speaker 2:the alligator in the house?

12:03Speaker 1:Like the alligator in the house trick. I think they chilled that guy down, so he was real slow. And then the the bull run. But a very impressive demo because it's able to replace multiple people and and do it very consistently even through, like, some really aggressive motion. So I thought that was pretty cool. So the the the whole pipeline here was I was running codecs on my PC, interacting with that from my phone, the ChatGPT app. And then I had codecs go and generate reference images with just ChatGPT images because it's pretty good at that. And then use those to swap through Cdance, which was which was actually rendered via Higgs Field. Higgs Field, amazing in terms of just delivering the assets, like, as an API. Extremely confusing as a product because they basically have two ways to give them money.

12:55You can load up API credits, and then you can, like, buy a plan. And so at one point, I ran out of API credits and it was like time to upgrade to the plan. And I was like, okay. Cool. I'm having a good time. I'll do more of this. Click the button. I'm like, okay. Yeah. You loaded up a couple $100 in here with, like, the ultimate plan or whatever. And then it's like, those credits are not available in the API. And I was like, great. Thanks. And then and then it was like, okay. Time to add some credits to your plan.

13:21I was like, okay. This is what I need to do. I add credits to the it's like, those credits are on your plan. Those aren't API credits. Those are plan credits. And so I have like so much random money stuck in various pieces of

13:34Speaker 2:that's been a massive complaint. The the Higgs field has faced a bunch of I think various allegations over the last year. I'm just like

13:42Speaker 1:I mean, the website looks like a gambling company. It'll be like countdown ten minutes to claim 75% discount on your next credit. It's like it's totally optimized for like brain rot as you go through the flow being like, oh, buy you gotta buy Yeah.

13:56Speaker 2:I had seen stuff of like not being able to actually cancel your plan. So now that you have a plan that you can't use for anything It's over for it's over

14:02Speaker 1:for me.

14:03Speaker 2:It's over for me. You're a customer for life.

14:05Speaker 1:My question's about CDN's 2.5. I was like, how is China winning? They have one fifth to compute, one No rules. Compute. Is it that simple? And then also, why aren't they open sourcing? They love open sourcing everything. They're like, we love open sourcing except when we're on the frontier.

14:21Speaker 2:Yeah.

14:22Speaker 1:Good. And there's a weird dynamic there. So first off, did some digging, got some answers. Let's dig into it. At a high level, intellectual property rules are somewhat flexible over there. That's true. But the models are insanely compute intensive. Like, it is even if you're like, I don't care about Hollywood IP come sue me in China. Good luck. There's still a finite amount of compute. And so why aren't you on the RSI trajectory? Why aren't you working on coding models? Like, why don't you just take that compute and put it on the next GLM run or the next Kimi run? Right? Well, there are reasons for that.

14:59First is that ByteDance has a more natural flywheel here than the leaders in America. So Anthropic and OpenAI do not have good surfaces to deliver video, AI or not video. Like OpenAI tried with Sora, got a decent amount of people to use it, but it's but it was not the obvious flywheel that ByteDance has. And so over in China, ByteDance is a is a big company leading and they have TikTok, Douyin, CapCut, ads, ecommerce, recommendation systems, tons of immediate benefits to the core business without needing to pull together a new demand surface for video. This sort of exists in America with Meta and GoogleYouTube.

15:37Right? But AI slop is deeply unpopular in America, although I'd debate whether or not this is sloppier than some of the videos we showed you. But both companies, DeepMind and MSL, they are on the RSI trajectory. They're focusing on agentic workflows, personal agents, knowledge retrieval, coding, recursive self improvement, AGI. They are it feels like they are more AGI pill than ByteDance, which is like, look, we got a good thing going with Duyen and TikTok.

16:10We got a lot of video space. Let's dominate there because we have an because we have an opportunity. And also, like, the a the AI the IP infringement thing is not actually dead to rights. They haven't necessarily been caught in any major way. It's just that the when the model comes out, people are like, Tom Cruise. And it's like, perfectly Tom Cruise. And so it's like, what's going on here? So some of that could be the the outputs and the harness that actually, like, reviews outputs. There is an argument on fair use for training to include everything, especially when you think about TikTok. So people go to TikTok and they upload clips from movies.

16:46Some of those are fair use. Some of those are transformational. Like, you can actually make a vibe real from from Top Gun that is transformational and passes the fair use test, which is that it's not a replacement. So you're not like, why would I watch Top Gun when I could watch thirty seconds of Top Gun edited like a crazy hyper lapse edit? So it's not competitive in that way. It is transformative, and it provides some commentary layer on top. So that is actually okay. You can use clips from movies if you're commenting on the lighting and you're trying to explain the lighting. All that means is that some of that data goes onto TikTok and lives there forever and Hollywood can't say anything about that. Same thing with YouTube, Same thing with Instagram.

17:28There are plenty of film criticism channels that post fairly long clips from movies completely acceptably and they don't even need to share revenue because it is transformational. It is open. It is fair use. They have a lot of data to train all this but they're not open sourcing. They're not doing open weights. They're certainly not open sourcing the the training dataset. And it's a little bit of a narrative violation from the default Chinese AI strategy. There are a few reasons for this. First, no one wants to open source when they're in the lead. We've just seen this time and time again.

17:59And second, with coding models, open weights are a play to build a Chinese tech stack. And so you open source the coding model, build the developer ecosystem, and then maybe that helps Huawei stay competitive. Maybe that reduces the amount of dominance of the American technology stack. And so there's there's a little bit of like public incentive to build up the indigenous supply chain that comes from that, less so in video where they are vertically integrated and have everything down to the distribution surface. So in general, if you are a challenger that needs an ecosystem, you want to open up.

18:40We saw this with the early meta stuff. And then if you're an incumbent and you have distribution, you want to close down. So there's some interesting knock on effects mainly around a speculative future value of video models and training humanoid robots. Like China also seems to be doing really well in humanoids. If AI video becomes really important in sim to real translation and training these AI training humanoid robots with simulated video, then this could be like part of the bigger picture.

19:10But I think that's farther out. I think for the next month, we're just gonna be talking about memes and funny videos. Anyway.

19:15Speaker 2:That's right. Meta on a tear. Meta's up 27% this month according to Sheil. Monat, almost entirely thanks to Muse. This makes sense. Right?

19:26Speaker 1:Is that?

19:27Speaker 2:Almost entirely thanks to Muse?

19:29Speaker 1:I mean, the semi analysis

19:30Speaker 2:when you have a company that's spending hundreds of billions of dollars on something without much to show for it and then you have something to show for it, then the market's gonna react positively. Yeah. They're gonna they're saying so you're saying there's a fighting chance here.

19:43Speaker 1:Totally. Totally.

19:44Speaker 2:And the feedback on the product is incredible. There's a lot of investors who have tried it and they're like, hey, this is good product. And

19:49Speaker 1:And and and interestingly, like, they are in the lead in a subcategory where they have never been the lead before. Like, Google had Nano Banana, which, like, there was a moment where it was like, oh, Nano Banana is the best. Obviously, Anthropic had best coding models for a while. Like like, crowns have changed, but Meta's never really held the best model in knowledge retrieval or when they did Vibes. That was not the best version of that. But this is, at this moment in time, the best version of of of what they have. And it's building off of a model that's not on the frontier, but able to deliver an experience that puts them in first place for the subcategory, which

20:27Speaker 2:And is exciting. And can immediately be incredibly integrated across everything else that they

20:32Speaker 1:do. Exactly.

20:32Speaker 2:Shopping, messaging, all these different things. Yep. Shopify and Muse announced a partnership this morning.

20:38Speaker 1:Oh, cool.

20:38Speaker 2:Counter positioning a little bit against Amazon. Banhammer. Amazon came down with the banhammer. Boogo Capital says Amazon cuts off Muse while I am bullish Meta and Muse. I think many people are overlooking the digital knife fight that's about to occur. Nobody wants to get commoditized or layered here. Let the games begin. Amazon says it has cut off Meta's new Muse personal AI agent from shopping on amazon.com on behalf of customers. After attempting unsuccessfully to get the Facebook parent company to voluntarily exclude the e commerce site from the experience. The problem Amazon says is that it never agreed to any of it.

21:13Meta didn't tell Amazon that Muse would access its store. Itself doesn't identify itself when it browses and it appears to capture and store customer credentials which the company says Mhmm. Create privacy and security risk. As of Sunday night, people trying to use Muse to shop on Amazon were seeing the pop up continued access by an unauthorized AI agent violates Amazon's conditions of use to which our customers have agreed.

21:35Speaker 1:Interesting. I wonder how Walmart will respond.

21:38Speaker 2:I think Walmart had always been more friendly with chat apps Yeah. Specifically ChatGPT. And that's the kind of thing that you do when you're not when you when you're not the leader in the space. You're more willing to Yeah. Experiment

21:50Speaker 1:up rolling their own. I think they have Sparky and Amazon has Rufus. And so there's two dog named AI agents that do the shopping. And then and then most recently Tyler's been dailying Rufus,

22:03Speaker 2:by the way.

22:03Speaker 1:Yeah. Just for everything?

22:04Speaker 2:For everything.

22:05Speaker 1:Just psychology. Yeah. Getting close to solving another millennium. Yeah. Yeah. Yeah. Rufus underrated. Yeah. I I I know Amazon wound up finding sort of an equilibrium with OpenAI by plugging in their ad network into ChatGPT instead of letting ChatGPT like check out. This is the whole Eric Sufer agented commerce is a is a mirage. Instead, Amazon is vending in their ads. So Chattypu Teeth brings the data and says, okay, this person's looking for this thing. Do you wanna buy an ad on it? And so there's the transaction value. But I I I

22:40Speaker 2:don't play out. Yeah. I saw saw a couple seemingly smart investors say that that are using Muse and excited about it say, why is Amazon banning Muse? This is so shortsighted. Mhmm. And then I actually saw in two instances they deleted because of course, they immediately were getting comments about Amazon's ad business, which is obviously what they're looking to protect. You can't serve ads to news agents or Instinct or Chat or any of these other things. And Amazon's ad business is actually dramatically bigger than both Anthropic and OpenAI.

23:12Speaker 1:Oh, just last twelve months. Yeah. Wow.

23:14Speaker 2:So they've done 76,000,000,000 in the last twelve months through q two of twenty twenty six. So obviously they're gonna protect Oh, wow. Obviously they're gonna protect this. I think consumers would love to be able to check out with other services. Yeah. It is pretty gnarly to navigate. Yeah. Amazon.com as amazing as the services overall.

23:36Speaker 1:Describing experience and gnarly.

23:40Speaker 2:No. It's it's

23:40Speaker 1:Just being a UX researcher at Amazon, they're calling it gnarly.

23:45Speaker 2:It is fairly gnarly.

23:47Speaker 1:Yeah. Yeah. Yeah.

23:48Speaker 2:The knife fight already took place. It ended a year ago when I wrote the first entry in my agent to commerce is a mirage series. Amazon began blocking agents last July. It's currently suing Perplexity over autonomous shopping with Comet. Mhmm. Amazon won't capitulate. It doesn't have to. Alexa for shopping Rufus. Rufus Generated 12,000,000,000 in incremental revenue.

24:11Speaker 1:Every time I hear Roof is a sparky.

24:14Speaker 2:Walmart Sparky has generated similarly significant commercial traction for the company. AgenTek commerce is already a reality but it takes place on-site not through independent agents. ChatGPT launched ads in February 2026 and shortly thereafter shuttered instant checkout. The affiliate model is economically suboptimal relative to advertising.

24:33Speaker 1:Yeah.

24:33Speaker 2:Chad, she TBP has already demonstrated that.

24:36Speaker 1:Yep. Advertising is the dominant business model. Yeah. It'll be interesting. I mean, when the open class stuff came out, was like, it feels like Napster. It feels like the Napster moment. Like, yeah, you can go check out on an ecommerce website, but, like, nobody wants you to do that that way. And, like, you're gonna have to write some API binding and then, like, scrape the front end and then rewrite it every time you go and check out because they're constantly gonna be fighting you. And you are sort of, like, playing this, like, game of cat and mouse, which you can play. And for certain for certain e commerce sites, they're gonna be very open to that.

25:07Other ones are gonna be a huge hassle to deal with.

25:10Speaker 2:Yeah. And the question is, can agents monetize with advertising? I saw someone, a pretty viral post, somebody frustrated with instinct. Coming in. They did basically a blast that says, hey, you have a bunch more invites. You can invite a bunch of people. And the user was pretty frustrated with that because they're like, hey, you work for me. Why are you advertising? Yeah. So even though they're not paying for the product and they're incurring a lot of costs Yeah.

25:33Product's free to them. They're still mad that that they feel like the agent is doing something that's purely in the agent's benefit

25:39Speaker 1:Sure.

25:39Speaker 2:Not in their

25:40Speaker 1:Sure. Yeah. I wonder if we'll live in a world where, you know how Chatuchipati has like those recommended agentic actions? If like one of those could be like sponsored? Like, hey, like, want me to go shopping for you right now? Like

25:54Speaker 2:Well, yeah. No. And that's important because companies will happily pay for incremental demand. Yeah. But the issue with agents is is if you're saying go to Amazon and buy this thing. Yeah. The user already wanted to go to Amazon. It's not

26:06Speaker 1:But if I'm if I'm an industry coalition of surfboard wax makers, I might choose to send you a notification when you open up ChatuchPN that says like, hey, wanna go surfing? Wanna take it to the next level? Isn't that what happened?

26:21Speaker 2:Basically.

26:22Speaker 1:You got one one recommendation.

26:25Speaker 2:Strategy PT recommends

26:26Speaker 1:What what was it?

26:27Speaker 2:Various agentic workflows for me. Yes. They recommended setting up an agent to give me one realistic next step for my surfing each week.

26:36Speaker 1:Yep. That's great. It's like

26:37Speaker 2:I know exactly what I need to do.

26:42Speaker 1:This isn't actually

26:43Speaker 2:Raj Veer

26:45Speaker 1:Okay.

26:45Speaker 2:Called out something interesting

26:46Speaker 1:What that?

26:46Speaker 2:Which is that threads started free falling in the charts right as Muse started growing.

26:50Speaker 1:Yeah. Today on on Instagram, there there's a there's a hero story that's a full bleed ad for Muse. So they're pushing it. They're pushing it.

26:59Speaker 2:This was interesting from former Meta employee, Nikki De Beer. How important is AI to Meta? Here's one easy tell. One of the launch features of the Muse app was auto negotiating for stuff on Facebook Marketplace. The poor product manager who owns Marketplace knows that millions of bots, low balling sellers will eventually kill the product. This But was escalated to Zach by the Muse team and he said, okay, we'll poison marketplace just a little.

27:23Speaker 1:Wait. Why will that kill the product?

27:25Speaker 2:I mean, think about the experience of you tell your bot like, hey, I'm interested in these types of items. Go anytime one of them appears, auto negotiate.

27:33Speaker 1:Yeah. But wouldn't someone have a bot on the other side dealing with the negotiation? You can do outbound too. You can go outbound. Yeah. Yeah. Yes. Message everyone on Facebook. Yes. I got a Dodge Hellcat. If you know, you know. I got one pair of keys. And I saw you were post you like to post from the Dodge Hellcat community. Would you be interested in purchasing this? I'll I'll need cash.

27:55Speaker 2:Don't ask questions.

27:56Speaker 1:So Paramount is officially not leaving California. It's been a back and forth. The company going through an acquisition with Warner Brothers Discovery has been duking it out with AG, attorneys general in California. The company said Monday, that's Paramount, said that it has reached a settlement with the states challenging its $111,000,000,000 acquisition of Warner Brothers Discovery, clearing what had become the last major obstacle to the deal. California attorney general Rob Bonta and a coalition of other states sued Paramount in July arguing that combining the two companies would give a single entertainment giant too much control over major film studios, cable networks, and other media properties to resolve the case.

28:41Paramount agreed to several conditions. The combined company will create an independent board of journalists intended to protect the editorial autonomy of CNN and CBS News, commit to releasing at least 30 movies theatrically each year, and spend an additional $1,500,000,000 on film production over the next five years. Paramount did not agree to more structural changes. They're not selling CNN or divesting one of the movie studios. Once completed, the merger will bring Paramount and Warner Brothers under the same roof along with Paramount plus HBO Max, CBS, CNN, and franchises and films including Superman, Minecraft, and Sinners.

29:15Paramount has argued that the scale is necessary to compete with increasingly powerful technology and streaming companies like Netflix. The settlement also follows months of political pressure surrounding Paramount's future in California. The company had warned that it could move significant production and thousands of jobs out of the state if the acquisition were blocked and had reportedly begun exploring studio space in Nashville. Governor Gavin Newsom publicly warned that losing Paramount would damage California's standing as the center of the entertainment industry. With the lawsuit now headed for resolution, one of the more serious recent threats of a major Hollywood company pulling back from Los Angeles appears to have receded.

29:51So this is extremely bad news for everyone that was hoping that the Paramount lot would be converted into a data center in part of Los Angeles. A lot of the pro data center crowd were optimistic about a large scale data center coming in to Los Angeles, using up a lot of the water, a lot of the energy here in Los Angeles. But looks like they're gonna be making movies instead. So

30:10Speaker 2:And that's our show, folks.

30:12Speaker 1:Thank you so much for tuning in to TBPN. We'll see you tomorrow at 11AM Pacific. Leave us five stars on Apple Podcasts and Spotify. Sign up for our newsletter at tbpn.com. We love Goodbye.