Latest / Nonsense with cj little and Jeff Parker / HEADLINES: Orbital Overlords and the Placebo Peak

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HEADLINES: Orbital Overlords and the Placebo Peak · Nonsense with cj little and Jeff Parker

0:00
Hi, we have to get levels here, so tell me a story about your.
0:02
Children. Yeah.
0:02
I see Josh back there staring at us.
0:04
You know how they say. What is it?
0:05
The apple doesn't fall far from the tree.
0:07
Yes. Something like that.
0:08
Yes. Which I've always wondered.
0:09
What about trees on hills? Well, that still falls close, it
0:11
just rolls OK. My son was home from school the
0:13
other day, My little guy. Yeah.
0:14
And he was just being really cute and was just lovely sitting
0:18
next to me. We were playing Minecraft on the
0:20
couch. And I said, buddy, why are you
0:22
so cute? And I swear to you, he looked at
0:25
me not even half a beat. And he said, daddy, why are you
0:27
so chubby? And I almost fell off the couch.
0:31
It was the, Oh my gosh, funniest thing.
0:34
Like he didn't even think about it.
0:35
It just rolled like wow. It just.
0:37
And I was just like, I rarely do I not have a response.
0:40
Wait, please. I had no retort.
0:42
It was so amusing. I was just like 4.
0:44
I was like a little tear in my eye.
0:45
I was just so happy 3. Daddy's not a healthy man.
0:48
Anyway, he sleeps in a cage now 2.
0:58
The Apple Company presents a truly terrible podcast.
1:01
Welcome to Nonsense season 4, episode 8.
1:03
I'm Jeff. Parker, I'm CJ Little.
1:06
This is our take of the week's business, tech and entertainment
1:08
headlines. This time, SpaceX and XAI merge.
1:11
Why must combine rockets with AI?
1:13
You gotta get that sweet, sweet bread, man.
1:15
And by bread you mean illicit? Gaines yeah, basically that's
1:19
what the grifters call the money.
1:20
Sweet sweet, sweet. The psychedelic bubble bursts,
1:23
micro dosing wins on vibes but loses on science.
1:26
Yeah, that's. Micro dosing, but what about
1:27
macro dosing? T -, 0 ish.
1:30
NASA begins final deep freeze test for Artemis 2.
1:33
Now are they doing this on a Hollywood set as well, like the
1:36
same set of the Apollo used or a different set?
1:37
Locked in prices, Locked out growth.
1:39
Comcast loses 181,000 users. In unrelated news, 180,000
1:44
people reported new unfound happiness this week.
1:46
Also a big story later this week is about the great digital
1:49
migration when the bots stopped talking to us.
1:52
So. Wait, you don't want to talk to
1:54
people or to bots? Is that what you're telling me?
1:56
The bots will talk to each other, they don't need to talk.
1:58
Well, that's that that I'm kind of down for.
1:59
They just yell at each other. Yeah, sure.
2:01
And so long as they're doing something productive for me and
2:03
I don't have to be involved, that's fantastic.
2:05
Can they yell in modem squelch 'cause that'd?
2:07
Be great. Basically, they will.
2:09
And like my bots in 2400 baud, but your bots in like 9600 baud,
2:13
they just can't. They just don't get along.
2:14
It's an impedancement, this man. How is your week going, Sir?
2:17
Well, now I'm thinking about modem jokes.
2:18
So it just took a took a turn for the for the difference.
2:20
I mentioned a couple weeks ago, yes, that my sons managed to get
2:24
their RC glider stuck in a tree. Yes, about 50 feet up.
2:28
Yes, and I just want to provide an update to all the listeners
2:30
who wrote in and said yeah, great.
2:32
We love the show. What happened with the glider?
2:34
Did you get it back? Yeah.
2:35
And the answer was no, I left it there.
2:37
However, when we went back to it's a field we play soccer at
2:40
with my my kids. When we went back, I noticed it
2:42
had fallen down about 12 feet. Oh, wow.
2:44
So I'm happy to report that yes, we did get it back.
2:48
It took about 150 heaves and I'm I'm meaning real heaves with a
2:52
soccer ball to knock it out. Oh, yeah, sure.
2:54
But magically, we we got it out. All the parts are fine or
2:59
present. The thing still flies.
3:00
It's really as good as new. A miracle.
3:02
Which is the good news. Yeah.
3:04
The bad news is that I absolutely wrecked my core.
3:07
Yeah, well, sure. My ABS were killing me for about
3:10
two days. My thighs, my lower back, my
3:12
shoulders. Yeah, pretty much everything was
3:13
toast for just about 36 to 48 hours.
3:16
So the next time we get that thing stuck in the tree, I'm
3:18
just gonna put, like, Spider Man in the, like, a squirrel suit of
3:21
my kids and send him up a tree. CPSB.
3:24
Dam, I'm planting a Redwood in my yard and it's going to be
3:27
going to think this thing could grow really fast.
3:28
They grow really tough, sure, and I'm putting a little sign on
3:30
it now. While it's small, it's gonna say
3:32
glider landing. Port glider landing here in a
3:34
little pad. Yeah, just a screw with them.
3:35
Great. Yeah.
3:36
Perfect. We got it back.
3:37
I'm. I was very excited.
3:39
My kids were were over the moon. I did not have to buy one from
3:42
Amazon. I'm sure I will at some point
3:44
after my favorite boycott is over.
3:45
Carson. It was lovely.
3:46
It was. It was good.
3:47
You're boycotting Amazon. You're doing the Amazon boycott.
3:50
Just just boycotting Amazon for minutes, maybe even hours.
3:54
We'll see. We'll.
3:54
See, so that's see how I'm sure that's gonna be very effective.
3:57
Yeah, I mean, people do like whatever they do.
3:59
You know what? No alcohol, January.
4:00
Or masturbation. See November.
4:02
Whatever it is, it's like Amazon free February.
4:04
Like, I don't know. I don't know.
4:07
We'll see how. She picked the shortest month of
4:08
the year, too. I know that was.
4:09
Convenient. That was definitely convenient,
4:11
but I'm just like I, I don't even know where where else to
4:13
go. What are you boycotting Amazon?
4:15
For I don't even know that I am. I just feel like everybody else
4:17
is and I should get on the, I should get on the band.
4:18
What is everybody else boycotting Amazon for?
4:21
I. Think it's the economic impact.
4:22
I think the point is if you apply economic impact to the the
4:26
companies that make up the largest growth in based on our
4:29
GDP. So those are all the big
4:31
technology companies, your, your Amazons, your metas, your your
4:34
Nvidia's, your opening eyes and not stop entirely, but just just
4:38
slow it down a little bit that maybe you can force some change.
4:41
I don't know if I'm bullish about this idea, but I could see
4:43
maybe. Oh, I see.
4:44
Is somehow by causing the GDP to decline somehow?
4:48
It makes it better for everybody.
4:49
Yeah, it's reverse communism. It's great plan that I read
4:51
freedom anyway, nothing about me and my dumb ideas and RC
4:55
gliders. How about you?
4:55
How was your? Week my ABS, lower back,
4:57
shoulders, arms and fingers like much like yours are all
4:59
completely trashed. What did you do?
5:01
This week because I got a tube of Flitz.
5:04
Oh, that if. OK, first of all, I, I, I know
5:06
you and I know you don't drink beer.
5:07
So I said, wait, a tube of Schlitz.
5:08
I was like, wait, the Schlitz is still a beer right now.
5:10
A tube of Flitz. The talk about the metal Polish,
5:13
stainless steel Polish. Oh, you dork, what did you do?
5:15
Here's the deal. I get aerobic exercises when I
5:18
hike the Canyon. Yeah, and I and it's great.
5:20
And you you're I'm getting older.
5:21
You need a lot of aerobic. That's a beautiful thing.
5:23
Yeah. My doctor also wants me getting
5:24
anaerobic exercise. That's aerobics with Anna,
5:27
right? That that would be great.
5:28
Yeah. I saw in a in in a video on
5:31
YouTube. So, you know, it has to be true
5:32
100% that you can go to the gym three days a week or you can
5:35
stop taking your cars to the car wash.
5:37
OK. I can attest that that person is
5:39
Yeah, absolutely 100% correct. Wait, was that person Mr.
5:43
Miyagi? Exactly Was it?
5:45
That's exactly what's off. The way this always fascinated
5:47
me when I would see people that go to the gym, like, you're
5:50
going to the place that is the gym and they fight for the
5:52
parking spot that's by the door. Oh yeah.
5:54
They wait for it. Or like they take the elevator,
5:56
not the stairs. Then I see him on the
5:58
Stairmaster. I'm like, what this is.
5:59
I just feel like this is a Steven Wright joke writing
6:01
itself. What's happening?
6:02
Well, just walk. So I ran out of machines to use
6:04
in the gym, which is to say that I have two very clean cars right
6:08
now. So I went out and bought a tube
6:10
of flits. The stainless steel.
6:11
Yeah. Polish, Right.
6:12
That's all it is. Yeah.
6:13
It is the most gratifying thing. Yeah.
6:15
This is amazing because the feet back is absolutely amazing.
6:18
Yeah. You just put it on your sinks or
6:19
whatever and everything looks incredible.
6:21
All of my stainless steel looks absolutely.
6:23
Yeah, it looks amazing. Looks totally amazing.
6:24
If pain is any indicator of gain, yeah, I'm gonna live
6:27
forever. Gonna do great.
6:29
What? What is the time window that you
6:31
wanted a listeners to drop their cars off at?
6:34
The morning thing just like I'm. Available 24/7 365 Bring it by,
6:38
bring it right. I get tremendous joy out of
6:40
making things clean and shiny. Yeah.
6:42
Listen, my dog Barkley would like me to remind you that
6:44
tonight is the Westminster Dog Shows 100 and 50th Anniversary.
6:47
That's like 900 years in dog. Years.
6:49
It's something like that. Yes, a lot.
6:50
Purebred dogs are genetically disadvantaged, so unless you
6:53
enjoy large vet bills and watching animals suffer, don't
6:56
buy 1. Sure.
6:56
Nevertheless, it is always fun to celebrate dogs, Yeah.
7:00
Also, just as a little PSA, since we're doing this, in
7:03
addition to purebred dogs, purebred people are also
7:05
genetically disadvantaged. Purebred anything.
7:08
We're a family teeth. It's always a bad idea.
7:11
Bad idea. Also, Barkley would like me to
7:12
remind you that it's been 46 days since the December 19th,
7:15
2025 deadline for the full release of the Epstein files.
7:18
So far, the Department of Justice has released less than
7:20
60% of those files. Well, that's 2/3.
7:23
We're getting there and. That's what the big dump we got
7:25
on Friday, I think, Barclay. 'S in some of those, by the way.
7:27
He might be out of I'm not. Searched on him, yes, a lot of
7:29
butt sniffing. Let's get to our headlines.
7:33
Probably should. As predicted by nearly everyone,
7:36
Musk merges SpaceX and XAI. Yesterday, Elon Musk officially
7:40
merged SpaceX with XAI. The deal, confirmed by an
7:43
internal memo and public post, values the new vertically
7:46
integrated created giant at a staggering $1.25 trillion.
7:50
So that memo was in response to the question that Musk posed
7:52
internally. What am I going to do with this
7:54
big pile of garbage? And that was the answer.
7:56
The deal creates the most valuable private company in the
7:58
world if you don't look at things like, oh, say, earnings.
8:01
Combining a portfolio that includes rockets, XA is Grok
8:04
Chatbot and the social media platform X.
8:07
By uniting Starlink's global satellite reach with XA is Grok
8:10
Models, Musk aims to build orbital data centers by passing
8:14
the Earth's power grids to create the ultimate space, a
8:16
supercomputer. The strategic move sets the
8:18
stage for June 2026 IPO targeted at a $1.5 trillion valuation,
8:24
aiming for the largest public debut in history.
8:26
Musk has teased A loyalty dividend, potentially giving
8:28
Tesla shareholders priority access to the offering.
8:31
That's basically giving the reservation holders for the the
8:33
T1 phone a discount on the T1 Ultra phone.
8:36
That's kind of what that's the equivalent of.
8:38
You're ripping off the ripped. Off although I gotta say if I
8:40
had 1/4 for every time that I was in space and really felt
8:43
that I had a data center closer to me, that would be that would
8:45
I'd have a lot of chain. He wants to make all the star
8:48
links into a data center. OK, so the bunch of things going
8:50
on here 1, I think SpaceX has done some, some pretty cool
8:53
science and is is pretty neat what they've what they've
8:56
achieved. Back up a second before you even
8:57
into science. Yeah, this.
8:58
I'm totally serious when I say this.
9:00
Right? Some very legit engineering.
9:01
Some amazing engineering. Oh yeah, yeah, without a doubt.
9:03
Yeah. Sorry, I'm putting engineering
9:04
under science. But they've and they've also set
9:06
some extremely difficult targets that they've managed to achieve,
9:09
which has pushed the entire field forward.
9:11
So, right. Big fan of that.
9:12
And generally speaking, I'm a fan of of SpaceX and the folks
9:15
that I've met that work there. I've I've, I've also been a fan
9:17
of. So let's get that out of the
9:19
way. The valuation seems a little
9:20
bonkers to me, especially since when I think their, their EBIT
9:23
was something like what $8 billion And that's, that's, I
9:26
know that's not earnings, but it's earnings with other.
9:28
Stuff. Let me just before you get to
9:29
XAI and the rest of it as a standalone basics, $8 billion
9:33
EBIT earnings before interest and taxes.
9:35
Yeah, interest and taxes are very real expenses.
9:38
Yeah, we're just ignoring them. We're just ignoring them
9:39
pretending the earnings include interest and taxes for the sake
9:42
of this. Conversation, I'm just saying
9:44
they were already valued AT100X EBIT, yeah, before this deal and
9:47
then we, we brought along X AI and and X when took those
9:51
dumpster fires and and merged them in and I'm now saying it's
9:54
worth somewhere between I think 1.3 and $1.5 trillion we.
9:57
Say $1.5 trillion. Insane if OK, so if you do the
10:00
dilution math and you look at this, it's still a great deal
10:03
for the people that were in Twitter, Twitter XX AI because
10:07
they're getting a great deal, right.
10:08
I mean, this is stuff that they didn't think they had no way out
10:11
before. Yeah, you're gonna end up with X
10:12
AI owning around again. It depends what total valuation
10:16
is, but they're gonna and it probably with around a 22%
10:18
ownership of SpaceX or whatever they call the new SpaceX.
10:21
Those people are getting bailed out.
10:22
Those people are for sure getting bailed.
10:24
Out the people that are really getting bailed out to the folks
10:26
that bought into X. So X had about a 30% ownership
10:30
of. X being Twitter.
10:31
X being Twitter, yeah, sorry. The people that are in, in
10:33
Twitter slash X, they own about 30% of X AI, give or take.
10:37
Then when you when you merge that whole mess into SpaceX,
10:41
they're going to own about 6 1/2% of this combined entity,
10:44
which means they're $33 billion. So that they put in is going to
10:47
be worth about 8182 billion dollars give.
10:50
Yeah, it's a great gain for them.
10:52
That's a 2 1/2 Xer in two years. There's no other way that you
10:55
could have achieved this. You could not have floated that
10:57
thing for a fraction of what they're going to get here.
10:59
Sure. So it's a great deal for them.
11:01
And you go, well, the SpaceX shareholders, they're the ones
11:03
that are taking in the teeth, which normally would be true,
11:05
unless you, you, you sort of zoom back and what Jeff was
11:07
saying earlier. If you look at the $8 billion in
11:09
EBIT that are coming out of SpaceX right now and that $800
11:13
billion evaluation that they had on paper, that's 100 X on EBIT,
11:16
which is insane. I suspect they're going to have
11:19
a lot of growth. Again, they've got a a great
11:21
product that they're able to replicate, but I suspect
11:23
there'll be a lot of competitors in the coming years.
11:25
I don't think they have anything beyond the engineering hard
11:27
work. Yeah, they've proven it's
11:29
possible. I don't think they're sitting on
11:30
a bunch of of protectable IP that's going to keep others from
11:33
getting into this space. You mean reusable rockets
11:36
basically, right? That's the part you're talking
11:37
about. Yeah, reusable rockets, even
11:38
even the tech that's in Starlink, and you already have
11:41
at least two, if not three serious competitors against
11:44
Starlink. Like, I don't see a world where
11:46
they run away with it, let alone make up the 100 X just to get to
11:49
the valuation that they're at, right.
11:50
I mean, if you think a reasonable valuation should be
11:52
8X of of actual earnings, they've probably got 45 to 50 X
11:57
to go just to hit the valuation metrics that they've got today.
12:00
Oh yeah, that's not feasible. It's all based on a pipe trick.
12:03
Well, so that's then I see the the loyalty, what do you call it
12:05
a loyalty dividend? Yes to the Tesla shareholders.
12:08
They get first shot at the shares because they've they
12:10
those suckers will buy anything. Exactly.
12:13
Totally. You put them in line first,
12:15
right? No, no, come, come right this
12:16
way. Come to the front of the line
12:18
please, I'd. Love to give you There's a
12:20
benefit for you for being mathematically challenged.
12:22
We don't. Well, hold on now.
12:24
We don't know what the discount is.
12:27
If the discount is 95%, it's not a bad deal.
12:30
I take that deal, I don't think. He was offering a discount.
12:33
He's just offering them first access in line, priority access.
12:36
There's no discount to it. It's the best possible sale
12:39
ever. No, no, no, the product's not
12:41
actually on sale. We're just allowing you to buy
12:42
yes. So translation exactly.
12:44
We're allowing you to get screwed first.
12:45
Would you like to be screwed first or or later?
12:47
I cannot wait to see the cyber trucks rolling around Los
12:50
Angeles with the like SpaceX shareholder loyalty dividend,
12:54
shareholder stickers on it. I cannot wait.
12:56
I guarantee those are going to be up in the next month.
12:58
I cannot wait to see. Them.
12:59
Musk wrote in a memo addressed to some of his employees.
13:01
Quote SpaceX has acquired X AI to form the most ambitious
13:04
vertically integrated innovation engine on and off Earth with AI
13:08
rocket space based Internet and direct to mobile device
13:11
communications and the the world's foremost real time and
13:14
free speech platform. That's a that's a lot to unpack
13:16
in there. What, what other snake oil can
13:19
we put in there? What about, is there some sort
13:20
of nuclear fission or something? Can we do something else in
13:23
there that's pretty exciting? Well, he's solved full self
13:25
driving. He got the Hyperloop working,
13:27
that's true. He's solved brain disease with
13:29
Neuralink. Yeah, that's good.
13:30
OK, so you're on schedule for getting to Mars by the time he
13:33
said in 2024? That's great.
13:35
That's right around the. Corner.
13:36
So we're all good. I think everything's going
13:37
great. There's zero reasons why we
13:39
shouldn't be able to build data centers in space, except for the
13:42
the fact that there are millions of square feet.
13:44
They these are not small things that require enormous amounts of
13:47
power and enormous amounts of computer.
13:49
So imagine just these refrigerator sized things.
13:52
You're not even filling up a quarter of a data center.
13:54
But that's not important. It's in space.
13:56
Yeah. No, it's in.
13:57
Space and you have to have the power and I mean there's greater
14:00
requirements than just running a size.
14:01
I have no idea what size they're going to be.
14:02
I do know as they get the Falcon Heavy going, they're planning on
14:05
putting up larger Starlink satellites.
14:07
So I believe that that payloads will go up and that cost will go
14:11
down. They already are, you know,
14:12
projecting a payload. Cost data center is 2 acres.
14:16
Hold on now, hold on, hold on. Settle down.
14:18
First of all, let's just zoom back for one second.
14:20
You know it, it's of no surprise to me that about a month ago I
14:23
started seeing a lot of chatter around data centers in space.
14:25
And at first I was like, this does not make a ton of sense to
14:28
me, but let me go read about it. I've read about it a little bit,
14:30
but again, no surprise that a month, month and 1/2 in this
14:32
conversation, then it's like, Oh well, I, I have a company that
14:35
makes rockets. I've got a company that makes
14:36
rockets. I've got another company over
14:37
here that that makes some AI and they build data centers.
14:40
Let's put those two together to solve this problem that I self
14:42
created and, and put into the press a month and a half ago.
14:45
Sure. But the power is interesting
14:47
because if you put these things in a orbit that allows it to
14:50
stay in the sun, you now have sort of infinite power without
14:52
the losses that you only get from atmosphere and dirt and all
14:55
that stuff. That's great.
14:55
Sure, I understand that it comes with a a couple of things that
14:58
are that are a bit of a downside. 1 is you have to worry
15:01
about the the cosmic radiation or atmosphere does a good job of
15:04
of blocking that. Yeah, sure, sure.
15:05
We've been able to figure this out.
15:06
We've done another spacecraft. I believe they can solve that
15:08
problem. It'll come at some cost, some
15:09
sort of of you need to do an air correction.
15:11
The part that concerns turns to me, and this could be just a gap
15:13
in my my physics knowledge, is what do computers do a great job
15:17
of right, especially microprocessors.
15:18
They do a great job of making heat.
15:20
Most all that electricity that comes out of the sun is going to
15:22
be converted into heat to my knowledge, and someone much
15:24
smarter than me can can. Please feel free to correct me
15:26
on this. The only way you can shed heat
15:28
in space is via radiation because you have no sure
15:32
molecules to talk to. There's nothing to touch.
15:34
Right, there's nothing. To blow it off so you can build
15:36
radiators and and move the heat around, but you still have to
15:38
get rid of it via radiation. The only way to get rid of heat
15:41
is to radiate it out. And that sounds like a giant
15:43
scale problem to me because you all the crap that you're going
15:46
to use to radiate that heat you also have to put into space.
15:49
So that's those aren't chips, right?
15:51
That's just the crap needed to support the chip.
15:53
So I kind of want to see the weight ratio of like if you go
15:55
like, I want to hate pie charts, but I kind of want to see a pie
15:57
chart of like of the payload for these data centers.
16:00
What percentage is actual chips, H1 hundreds or whatever magical
16:03
NVIDIA chip they're going to put in and what percentage is
16:05
everything else to support it? And I bet you it's massive,
16:08
right? I bet you it's some Oh, sure,
16:09
sure, like like 10 or 15 or 20 to 1 ship weight to everything
16:13
else needed to support it. And I just don't know how that
16:15
scales because you can't really change.
16:17
That's a physics problem. You can get it up there cheaper,
16:19
maybe get to $80 per kilo lift at some point.
16:22
OK, yeah, I could see that. But you still have this problem.
16:25
You got to shuttle this heat. And I don't know how they're
16:26
going to do that. So I don't know.
16:28
It doesn't seem like this is a real go forward solution.
16:30
You and I will not see a data center in space of merit in our
16:34
lifetime of. Merit.
16:36
Look how you put of merit in there.
16:37
Well, I'm not talking about a closet full of computers.
16:39
There, I guess there is a solution if they get one of
16:41
those like like this is not total sci-fi.
16:43
Those like what are they like the linear, the linear rails
16:45
like where they can just shoot crap into space.
16:47
Sure, like that would actually be really cool.
16:49
I'd be down for that. And because it's a computer, you
16:51
have to worry about the G loads. You can shoot these things into
16:53
space. Maybe sure, but I'm with you.
16:55
I think it's I think it's unlikely.
16:56
I think it's definitely unlikely.
16:58
Hyperscaler data centers are typically 1 to 2,000,000 square
17:01
feet. Yeah, that's like 20 to 40
17:03
football. Fields, they're masses, they're
17:05
masses. So I don't know how you would
17:07
compete well with that. Now the, if you think about it,
17:09
OK, I guess the space data center is all CapEx.
17:13
There's almost no OpEx, right? Because once you build the
17:15
thing, it's you just put it up in space, not much to manage.
17:18
So those CapEx costs for launch are going down.
17:21
I suspect for building they're probably flat or going down sort
17:24
of, you know, Moore's Law, whereas the data center has got
17:27
high OpEx costs, it's constantly going up because power costs are
17:29
getting more expensive. So I guess that kind of makes
17:31
sense. But where do those lines cross?
17:33
And I just don't see to your point, no.
17:35
Time soon. 1.2 million square feet Probably no time soon.
17:39
Good answer. Like sure in 10,000 years I
17:42
could see it but probably not in.
17:43
Five, we're going to have Optimus robots.
17:45
We don't have to work anymore. They'll do all the work for us.
17:47
We can just hang out at the beach.
17:48
Work is optional. Yeah, this is what Elon says.
17:50
So if you believe we're going to have data center, go on.
17:53
This is, by the way, the only way that this thing this this
17:55
valuation makes sense is if you actually believe that he can
17:59
pull this off. As you can tell, I'm skeptical.
18:01
Wait, wait, hold on. You said the only way he can
18:04
pull this off is by making these data centers work.
18:06
I don't even know if that's feasible if you put up all these
18:09
data centers. You're right, you're right,
18:10
you're right. I don't I don't see it of.
18:12
Course, of, course of. Course like when your
18:14
competition is some some kid with a mining rig in his
18:17
basement. Exactly, exactly.
18:19
You put a bunch of data centers in, you know, northern Sweden
18:22
where it's just plenty freezing cold already.
18:24
It's just power cost nothing. It's just.
18:27
Going to become like a like the air one of data centers you like
18:30
well my. AI, my data's really fancy.
18:33
My rendered image sure me eating a strawberry came from the space
18:37
data center. Yeah, I don't know.
18:39
I I'm this I'm pretty sure knowing you and and knowing the
18:43
way we look at these things. I got to think, we both think
18:46
this particular merger feels like kind of the same thing to
18:51
us, right? What if you had to use a word?
18:53
Snake oil. Snake oil's a word.
18:55
Let me before we look at each back up and give you 2 sets of
18:57
numbers. SpaceX is wildly profitable.
18:59
It really is by private standards, with an estimated $8
19:02
billion in profit. Now forget how much they're
19:04
valuing it at, 'cause that makes no sense.
19:06
Forget the 100 and yeah, $1.25 trillion they value at it.
19:10
That makes zero sense. Sure, but it does spin off about
19:12
$8 billion in profit. That's EBIT.
19:14
EBIT yeah, which is not really profit cause interested taxes
19:17
are true actual. Expenses.
19:19
Just do it again. You called it profit.
19:21
For 2025, now X AI is reportedly burning through roughly $1
19:24
billion per month to train Grok and to buy NVIDIA chips
19:28
$1,000,000 a month. A billion dollars a month?
19:30
No, really. So yes.
19:31
So when you merge them, X AI's massive burn eats a huge chunk
19:35
of Spacex's earn the combined earnings per share again of of
19:39
bogus EBIT. But earnings per share combined
19:41
is either quite low or. Negative.
19:43
Look, I'm no math prodigy, but let me tell you, I can do.
19:47
I can do 1 * 12 in my head just sitting here and get 12 and I
19:51
can I can take 8 and subtract 12 from it.
19:53
And I'm pretty sure the little the little line in front stays.
19:57
That's insane. They're gonna just gobble all of
19:59
that that cash up instantly. So this is what you're buying
20:02
when, by the way, Tesla shareholders, by all means, you
20:05
go first, totally. They're just like, excuse me,
20:08
the ship seems to be sinking and then they pull up alongside and
20:10
they're like s s Titanic. Let's jump on Titanic.
20:13
Yes, what did I call it? Titanic.
20:15
Titanic. Oh, that was the porn version of
20:17
it. Titanic.
20:18
Titanic, Titanic, I called the Titanic.
20:20
So basically what you've got are you got these people that are
20:22
like they're like rows, right? They're they're holding on to
20:25
the, the floating door at the end of the Titanic.
20:29
Who picks them up? I need another ship that's
20:30
sinking the. Hindenburg picks up the people
20:32
off the Titanic. How's that?
20:33
Does that work for you? Is that where you're going?
20:35
Oh, that's. Totally the way.
20:37
Yeah. Yeah.
20:38
At the end of the movie, what is it called?
20:39
Titanic. Yeah, there's a there.
20:41
Rose is like she's on the she's on the door or whatever she's
20:44
floating on right. And Leo is an ice cube.
20:47
He's bouncing like a popsicle and she's there and she's like,
20:50
oh, finally we're gonna be saved.
20:51
And it's a Hindenburg. And it's like, oh, come on,
20:53
it'll be fine. She's like, so that's the Tesla
20:56
shareholder jumping on the SpaceX.
20:57
You're like, well, currently you're, you're you're not dead
21:00
yet, but, you know, soon there's a guy smoking.
21:03
That's the other problem in the Hindenburg.
21:04
OK, So what happens when you merge these two together?
21:06
What do you get when you merge a $8 billion in in free cash flow?
21:10
Well, I'm getting $8 billion off of 1 and a quarter trillion
21:13
dollars. Well, that return is horrible,
21:16
horrible. See, this is the I'm not even
21:18
getting a cure $8 billion. That's EBIT, Yeah, that's before
21:22
interest in taxes, which are actual real expense.
21:24
I got a guy, I got a guy who give those taxes.
21:26
Don't worry. OK, good.
21:27
I help them build a a ballroom or something.
21:29
I help them build a little tent in his backyard, have parties.
21:32
It just feels like a what do you call it?
21:34
What's the word? What's word?
21:35
I'm looking for the grift when you do this?
21:38
Yeah, it it feels, feels a little grifty.
21:41
Does it? Just a little grifty.
21:42
A little, but here's the problem.
21:44
This is actually the I'm being serious now for a moment.
21:46
Yeah. You have one set of glasses that
21:48
you look through and it's the investor glasses, right?
21:51
And I don't think anyone, yes, can make yes, even half an
21:54
argument to go against what you've said and what you've
21:56
seen. Sure, there's absolutely, 100%
21:59
there's no chance they get there.
22:00
Yes. However, if you put on another
22:02
pair of glasses called the gambling glasses.
22:04
Oh yeah, I don't have those glasses.
22:05
I know you don't have them, and I'm glad you don't.
22:07
I won't even bring you a pair. No.
22:09
But if you do look at it that way and you go, well, OK, if
22:11
this thing floats at $1.5 trillion, what's the odds he can
22:15
get it to 2 1/2 or $3 trillion? And I'd say nonzero, right?
22:19
We've seen him do it before. Tesla's still doing it.
22:21
I don't know how long it goes on.
22:22
I'm not saying you should bet on this.
22:23
That's not my point at all. But a significant number of
22:26
people, right? Definitely a nonzero number.
22:28
Yeah. I believe we're looking at this
22:29
as like, how long can I keep this going and can it be a part
22:32
of? It How long will there be
22:33
somebody else after me who's more of a sucker?
22:35
Some other sucker? Yeah, Who believes?
22:36
It's not going to be successful gambling in the.
22:38
End well, it's when you get out. It's in aggregate.
22:40
Let me put it this way, it will not be successful gambling.
22:43
Is some set of Porsche Moe is going to be stuck holding the
22:45
bag? Yes, of course.
22:47
Being likely a bunch of retail investors.
22:49
Yep, that's what it always is. Apparently it's going to be a
22:51
bunch of Tesla shareholders. Please write this way.
22:54
Your table is ready. Can I get you more than one
22:57
share? Why not buy 2?
22:58
Let's go in deeper. Yeah, this is going to be
23:00
interesting when the steam comes out of this thing, right?
23:02
I always thought it was going to be Tesla, but apparently it the,
23:04
the, the, that bubble hasn't popped.
23:06
But it will when the steam comes out of this one or Tesla.
23:08
Oh yeah, no, I know it will. But I was assuming Tesla was
23:10
going to be the the the the giant fat Canary in the coal
23:13
mine. What is Tesla making now?
23:15
They've slashed. They got rid of two the.
23:17
Yeah, they got rid of none of their cars.
23:19
They have robots that are not yet for sale.
23:21
Yeah, they have no track record of making a robot.
23:24
And software for what? The is what?
23:26
Drives the robots in the car. Sometimes the other the robots
23:29
can drive the cars. You don't need automated cars.
23:32
You need robots to drive the cars.
23:33
It's beautiful. Think about this.
23:35
Think about this. You got a robot driving your
23:36
car, not a Model X. They discontinued those, but
23:39
your Model 3. And then what happens when one
23:41
day you need your robot driving your car to go into space?
23:43
You go to SpaceX. You already have a rocket.
23:44
It's all coming together. On standby.
23:46
Yeah, it's perfect. I think I'm hallucinating.
23:48
And Speaking of that, the benefit of micro dosing
23:50
psychedelics is all in your head.
23:52
Literally, it's all in your. Head A rigorous new study has
23:54
dealt a major blow in the hype surrounding LSD micro dosing,
23:57
finding that the practice is no more effective than a placebo
24:00
for treating depression. While thousands of users have
24:02
long claimed that the tiny subperceptual doses of
24:05
psychedelics sharpen focus and lift mood, this large scale
24:08
trial, the most definitive of its kind, showed no statistical
24:11
difference in symptom relief between taking LSD and those
24:14
taking caffeine pills. So caffeine pill sales are well
24:17
up. Maybe that's what you just told
24:21
me. Could you imagine?
24:22
What kind of square are you? Like I'm at a music festival,
24:24
guys like, oh dude, I'm tripping at LSD and I'm like, yeah, man,
24:27
I took a double dose of caffeine.
24:28
Now I'm ready to. Clean, I got coffee.
24:30
I can't wait. I'm gonna clean your shoes.
24:32
I got a small black tea. I got a.
24:34
Small black tea. Look at this green tea.
24:36
I got a little little yuzu in there.
24:38
I'm going super crazy. Researchers suggest that the
24:41
widely reported benefits are likely driven by the placebo
24:44
effect and high expectations, rather than the drugs.
24:46
Pharmacology As the shroom boom pushes the psychedelics toured
24:50
the mainstream, these results provide a sobering reality check
24:53
for depression. The belief in the cure may be
24:55
doing all the heavy. Lifting yeah I look I suspect
24:57
that last line is probably the right answer.
24:59
Sure looks like and that this is not easy.
25:01
I think other things are more likely to to contribute to not
25:04
being depressed. And this study was done on folks
25:07
with severe depression. This wasn't done on the folks
25:09
that are like you know just having a bad day.
25:12
This was was done on folks that have MDD.
25:14
So major depression disorder yeah yeah sure.
25:16
And I, I think the study is kind of interesting.
25:18
First of all, the company behind it gives me some questions.
25:21
They are, yeah, extremely small. The little bit of the management
25:25
stack I looked at does not have health care experience.
25:28
Doesn't that isn't enough to tell me that the study they did
25:30
isn't accurate? They just raise money.
25:32
If they spent it well and they did good science, it's good
25:34
science now. Some really.
25:34
Interesting things came out of this that I want to talk.
25:36
About wait till this thing is actually published and then
25:38
we'll know if any of the exact reality to.
25:40
Be clear, this this data has not been published yet.
25:42
It's they just sort of gave the high level of what the study was
25:45
and what they believed the outcome was that they still
25:47
they're planning to publish the data.
25:48
Yeah. So we'll know more about it
25:49
then. But the the basic test was
25:51
giving folks small doses of LSD, I think 4 to 20 micrograms
25:56
across some period of time. And you're either randomized
25:58
into that group or into a placebo group, the placebo
26:01
group, the placebo group was given a caffeine pill.
26:04
You were told actually there were two placebo groups.
26:06
You were told there were two placebo groups?
26:07
Yeah. One was getting caffeine and the
26:08
other one was getting like Adderall or something.
26:11
Yeah, like. Adderall basically, but they
26:12
didn't. But they were randomized into
26:13
that. Yeah, there actually was.
26:14
No. I don't think you could do do
26:17
that. I don't think that would be
26:18
ethical to do that. But I don't know that's that.
26:20
Well, they weren't doing it. They didn't know you think you
26:22
were doing. Yeah, yeah.
26:22
OK. So what was interesting to me
26:24
was a couple things. One, that caffeine does seem to
26:27
have an appreciable effect on folks with mild depression.
26:29
That actually was pretty. Does it?
26:31
To me. Or are you just convincing
26:33
yourself that it does and then therefore it does?
26:35
Well, I guess you'd have to do a caffeine to placebo study.
26:37
Which? There, by the way.
26:39
By the way, how could there not already be caffeine to placebo
26:42
there? Are there are No, I already have
26:43
two zillions of them. Yeah.
26:45
And and it does seem like on at least the the the low side of
26:48
depression it does seem to have a material effect.
26:50
You get a little stimulant. But like all things, it seems
26:53
like if you take too much, you bet you end up actually more
26:55
depressed. With caffeine.
26:57
Well, which I thought was somewhat fascinating.
26:58
Yeah. You know what?
26:59
Caffeine is delicious in its natural state.
27:01
Why? Plants create caffeine to stay
27:03
alive. It's an insecticide.
27:05
Oh, is it an insecticide? Literally.
27:06
It is to kill off the insects that are trying to eat them.
27:09
Well. That makes sense.
27:10
Screws with their nervous system and they die.
27:12
By the way, it's same thing as nicotine.
27:13
Nicotine and tobacco. It's the exact same thing.
27:15
That's what it's doing. Yeah, it's an insecticide.
27:17
It's a natural insecticide. Yeah.
27:18
So when you take a low dosage of it, yes, it puts your body into
27:22
a mild stress mode. Yeah.
27:24
And you are more awake and you're more.
27:26
Well, you'll double me out there too, so.
27:28
Right. You right, All?
27:29
Yeah. Happy days.
27:30
Great. No LSD, no caffeine.
27:31
OK, I'm fine. It's a.
27:32
Rough day. It's a rough day.
27:33
It's a rough. Pick the bad day to quit
27:35
sniffing glue. The the OK, So what?
27:38
But the other thing was fascinating about this was that
27:41
the, the I don't, I've never taken LSD.
27:43
I can't tell anything about LSD. The the dosing.
27:45
They did seem to have some variation in dosing, but not
27:48
significant, like 4 to 20 micrograms.
27:50
I don't know where that is in the size of dosing.
27:52
I wonder if larger doses, because my hunch is they're not
27:55
comparable to what these folks that are, you know, doing it on
27:57
their own and saying, Oh yeah, it makes me feel great.
27:59
Like I feel like there's more more work here to be done it
28:01
sounds. Like no money to do it.
28:03
Well, it's not. Well, that's the OK.
28:04
That's really what I want to get to.
28:05
It sounds like Mind Bio, the company who did this study.
28:08
It did not sound like they're interested in exploring this any
28:11
further. They had something right.
28:12
They spent the money they had to do the research.
28:14
They did not get the answer that they needed in their band.
28:17
To be clear, I don't know anything.
28:18
This trial was done I think in in New Zealand.
28:20
The companies based in Canada, I don't know a lot about any
28:23
trials really, but I know a little bit about them in the
28:25
United States. I know they are super expensive.
28:27
Yeah, and they're super expensive for a good reason,
28:29
because we tried to do them incredibly safe and effective.
28:32
You must be super careful all the way, yeah?
28:34
So anyway, the thing that came out of the study that was really
28:37
the most fascinating I feel like is the the buried lead on this
28:39
all is they were able to identify if someone was on LSD
28:44
or not based on slight changes in their speech patterns.
28:47
How interesting and this company mind bio.
28:49
One of the outcomes of this is they're looking to create a
28:52
tool. I think they've actually already
28:53
created most of it called booze AI that can detect if someone
28:56
has been drinking and they. Oh, that's fascinating.
28:59
Yeah, and they think they can tell how much you've been
29:01
drinking based on slight changes in your speech of.
29:03
Course, that makes perfect sense.
29:05
Makes perfect sense. It does, it does now, but I what
29:08
I wonder is, do you need a baseline beforehand?
29:10
Like can you just take a random stranger off the street that
29:12
you've never seen before? Sure, sure.
29:13
And, and I don't know any of the answers to any of these
29:15
questions, but I just thought it was fascinating and, and one of
29:18
the other just awesome examples of science working where they
29:21
came in with a premise. They did not prove out their
29:23
their thesis. Instead, something entirely
29:26
different came out of it, came out of it completely like
29:28
orthogonal to what they were looking at.
29:30
And that just that just fascinates me.
29:32
So this. Is the fun of science?
29:33
Right. They do seem to be following the
29:35
science. So I think this is something to
29:36
stay on top of and us for for us to keep looking at who knows
29:39
where it goes. And this was specifically LSD
29:41
and not psilocybin from mushrooms.
29:43
Their belief was that LSD being a stronger drug and I think it
29:46
it it's it lasts longer in the brain.
29:49
They felt like if LSD didn't have a positive effect on severe
29:52
depression, psilocybin wouldn't as well.
29:54
So it made sense. You still may have to prove
29:56
that, but it does make sense on the surface for.
29:57
Sure. My favorite Jason study to this
30:00
is in 20, 2020, Jay Olson, a pH D candidate for the Department
30:03
of Psychology at McGill University in Montreal, Canada
30:05
conducted an experiment. He gave 33 participants of
30:07
placebo A psilocybin like drug. They were led to believe there
30:10
was number placebo group. The researchers who were in on
30:13
the bit acted out the effects of the drug in a room treated with
30:15
trippy lighting and other visual stimulants.
30:17
Yeah, totally. In an attempt to carry.
30:19
A Grateful Dead playing, Yeah. The optimist expectations of a
30:22
psychedelic experience. The resulting paper, which is
30:25
titled Tripping on Nothing Yeah, found that a majority of
30:28
participants had reported feeling the effects of the drug,
30:30
despite there being no real drug whatsoever.
30:33
So this is awesome. First of all, this is just
30:35
people tripping on life, right? What portion of them just had
30:38
like some sort of FOMO and we're just like, well, I'm supposed to
30:41
feel something. So I got to say, I'm feeling
30:43
something. I guess right So some.
30:44
Percentage did, I don't know what percentage.
30:46
The rest of them are the ones that were like, Oh no, I
30:48
definitely experienced something.
30:49
And it's like, well, yeah, you experienced strobing lights.
30:52
Right, that's what you experience.
30:53
You experience yourself wanting to have this experience that
30:56
everyone else was apparently having.
30:58
I I do want to know more about this study.
30:59
I wonder what image of those people have taken some sort of
31:03
psychedelic drug before, because you could imagine there's a
31:05
world of people that have never taken one they have no idea what
31:08
to expect of. Course.
31:09
You start putting lights on and off and they're just like, Oh
31:11
yeah, man. Yeah, that's that's dude, I'm
31:13
tripping. It's like, no, you're not.
31:16
You're you're really high on a little tiny bit of sugar.
31:18
That's what you're really high on.
31:20
We are so out of time. Let me just blow through these
31:22
last stories. Sure.
31:22
Artemis 2 mega rocket Braves Florida cold for final rehearsal
31:26
NASA is currently expecting the high stakes wet dress rehearsal
31:29
for Artemis 2. It's called wet because they
31:31
actually put the fuel in it. Yeah, the final hurdle before
31:33
humanity's first crude lunar mission in over 50 years.
31:35
Facing a rare Florida Arctic outbreak, teams are loading
31:38
700,000 gallons of cryogenic propellant into the SLS mega
31:42
rocket at launchpad 39 B. What do they do with the other
31:46
40 launch pads when they're not in use?
31:48
They just do Uber pickups. That's nice, I thought of that.
31:51
First of all, I love how you're just like, oh, the this like you
31:54
just sort of dismissed all this one.
31:55
They're gonna, they're gonna put the fuel in it like it's like a
31:58
look. That's what they do.
31:59
That's the dress rehearsal, the wet dress.
32:00
I know, but you just sort of made-up sound like it, like it
32:02
wasn't like a big deal, like it was just like you're flowing.
32:04
About Oh, it's a massive. Deal.
32:05
It's 700,000 gallons. Yeah, Yeah.
32:09
Genic propellant. Like, yeah, that is insane.
32:12
I don't even know what that stuff weighs per gallon, but
32:15
water, water, which I'm sure this stuff is heavier than,
32:17
weighs roughly 7 lbs per gallon. Yeah.
32:19
Which means that's like 5,000,000 lbs.
32:23
Yeah. Of propellant.
32:24
That's bananas. I had a Jeep Cherokee that I
32:27
remember 700,000 gallons of crowd.
32:29
Jennifer. That's what it took.
32:31
It had a little tiny straight 6IN it.
32:33
I remember that thing. It was good.
32:34
It bilge wasn't terrible. Now I.
32:37
Was my. It was not great.
32:38
Diesel excursion. And that's saying, yeah, every
32:41
time I fill that thing up, you can see a little tiny uptick in
32:45
BP stock, just a little tiny one.
32:47
There's like, oh, he's going on a road trip again, goes up a
32:50
little tiny bit. Yeah, this is really cool. 10
32:53
day lunar fly by in the moon. It's going to pave the way for
32:55
human presence on the moon. Yeah.
32:56
My only question is why in the world do we want humans on the
32:59
moon? Why in the world do we want
33:00
humans in space doing any of this?
33:01
We're great at telepresence. I've I don't have.
33:04
I have no comprehension of any of why this is desirable.
33:06
Man, you, I feel so bad for the people that get stuck next to
33:09
you at parties. That's just, that's just such a
33:12
bummer for them, right? Just such a you're like, yeah,
33:14
man, we're going to Artemis to the mood and you're like, why?
33:18
Oh dude. This is a.
33:20
Terrible idea. Come on.
33:22
I'm not saying you're wrong. But yeah, sure, fiber and
33:24
wireless are eating Comcast lunch.
33:26
Despite overhauling its business model to include five year
33:28
pricing guarantees and the elimination of data caps,
33:31
Comcast is failing to stop a massive subscriber exodus.
33:34
In the fourth quarter of 2025, the telecom giant lost 181,000
33:38
broadband customers, surpassing analyst predictions and marking
33:41
a significant decline from previous years.
33:43
That breaks my brain for a handful of reasons.
33:46
Sure. First of all, do you know any
33:47
customers they currently have? Like residential customers Now
33:49
how many? It's like 20, some million.
33:51
It's like 2023 million, 20, some insane numbers.
33:54
It's amazing that number is not dropped fast.
33:56
Well. Yeah, I mean they are.
33:57
I mean look, they shed almost 200,000 customers in 1/4.
34:00
Like that's a lot. Sure, like that's not not a lot,
34:03
no, of course I also do question what what the hell the other 20
34:05
million doing. But right, they are probably in
34:07
places that are relatively locked where you don't have any
34:10
other option for high speed Internet connection.
34:13
But the the thing the other thing that gets me is like there
34:15
are so few companies that there's unified hatred around
34:17
more so than the the telecom Ms. OS, Yeah, who who else dislikes
34:22
another like taxi cabs, maybe. I don't know who.
34:24
I don't even know. Those guys were hated as badly.
34:26
These guys were just fat and entrenched for so long and they
34:29
kept their eyes on on, on raising their prices year after
34:33
year after year. Thought that would go on
34:34
forever. Sure.
34:35
It just isn't. It just isn't there's, but I
34:37
find the companies, there's wireless companies, they've got
34:39
competition. People dislike Comcast more than
34:43
on, you know, let's say March 25th, 1989, the day after the
34:47
Exxon Valdez disaster. Yes.
34:49
I feel like people were like, oh, that's not that bad, that's
34:51
OK, At least they're not Comcast.
34:52
Like, compared to Comcast, at least they're not Comcast.
34:54
They're way worse. Comcast could still win.
34:56
Oh, for sure. Right.
34:57
They still have all these. Customers the fact that Comcast
35:00
didn't figure out how to win in a million different.
35:03
Ways yeah I feel like they're trying kind of late now but it
35:06
seems kind of like also like I don't think you can do you had
35:08
to do these small steps 15 years ago yes no you've got to come on
35:11
you've got to completely fix this whole thing and like maybe
35:14
mobile helps them get there like get me higher speed connection I
35:17
can get anywhere else bring the cost down 'cause it's all fixed
35:20
mobile might have gotten them there 15 years ago they should
35:23
have gone heavily into mobile absolutely infrastructure they
35:25
had the infrastructure they had the customers and now they're
35:28
just like oh they'll give you a phone service for six months
35:31
good luck yeah like absolutely good luck and also they bought a
35:34
lot of content right I think they bet heavy on content and
35:37
bought a whole lot of content providers yeah and now that's
35:41
not looking so. It's tough because the content
35:43
they bought mostly was things that were connected by physical
35:45
cable. Well, yeah, I mean, they had
35:47
brought. They had most most content is
35:49
going IP. Oh wait, when you say cable, you
35:51
mean like you don't mean IP? I'm sorry, I understand now.
35:53
You mean you mean cable like broadcast cable?
35:55
Yes, yeah, yes. I'm saying things that had a
35:57
nice mode around them, and that mode is just gone.
36:00
Well, they didn't embrace OTT. They've barely embraced OTT now,
36:02
right? But that, that's what I mean,
36:04
it's the Kodak problem. It's like they could have owned
36:06
OTT across the board and instead they're like, no digital sensor.
36:10
No, we're gonna sell film and cans all these nice little huts.
36:13
Look at all these little huts. Look.
36:15
They look like a little film can.
36:16
What? Do we make the huts look like a
36:17
modem? No, it's a mess.
36:18
Yeah, and make my metaphors there, but you understand.
36:20
OK, now with the headlines. In fact, enough of the episode
36:22
we have to get out of here Special next to our floor
36:24
director. Josh Nib Thanks, Josh.
36:26
We'll be back. Later this week with our big
36:27
story, The Secret Language of Bots, Optimization and
36:30
Rebellion. Until then, thank you for
36:32
listening to all this nonsense. I'm Jeff Parker.
36:34
I'm CJ Little. Wow, can you enunciate?
36:37
Well, apparently I'm incapable of separating the J from the
36:40
little. Oh, and I'm really sick of
36:42
people making fun of me about. So now I'm I'm I'm inserting a
36:45
pause. Please, a short one.
36:46
We're out of time, CJ. Little that's me.
36:49
Is that better? Is there a diphthong in there?
36:50
There's some sort of dip in there.
36:52
Hello. The world is moving faster than
37:06
ever. You keeping up?
37:07
Nope. Introducing the Casio C80
37:09
calculator watch The power of a desktop computer strapped right
37:13
to your wrist. Need to split the check at
37:15
dinner? Calculate your gas mileage on
37:16
the fly? Or maybe you just need to know
37:18
the time and digital precision. With its sleek fingertip,
37:20
friendly keypad and high contrast LCD display, the Casio
37:24
isn't just a time piece, it's a masterpiece.
37:26
It's water resistant, ultra light and 100% futuristic.
37:29
Don't just tell time, command it the Casio calculator watch.
37:32
It's the smartest thing on two hands.
37:34
Available now at electronics retailers everywhere.
37:37
Casio. Personal technology for the
37:39
space age. First of all, we are nerds.
37:41
Yes, I owned multiples of these. I don't doubt it.
37:44
OK, what does that mean? We're gonna come back to that.
37:46
I don't know what that means. Not only do I love this, I still
37:49
have my databank, which was, like, the successor to this
37:52
thing. Sure, from the late 80s, which
37:54
is the 1 you could put, like, phone numbers and stuff in.
37:56
Oh, man, This was the jam. Like this.
37:58
Yeah, this was the jam. I distinctly remember.
38:01
Like there was a girl I had a crush on in junior high and I
38:04
let her wear my databank watch and I was like, oh, this is a.
38:06
Big deal. Wow.
38:07
Like. We're going to have children
38:08
together. You must, yes.
38:09
She doesn't she doesn't talk to me anymore, but I should just
38:11
send her a watch. That'd be so funny.
38:13
Send her a databank. You have your own.
38:16
These were like, these were like a big deal.
38:18
And if you listen to the Rolex episode of acquired, which I
38:21
strongly recommend for for anybody who loves businesses,
38:23
acquired does an excellent job. They talked about how Cassio was
38:27
one of the leaders of the charge of replacing timepieces with
38:30
these for sure inexpensive quartz based watches.
38:32
And it's really fascinating. I know roughly, I mean this was
38:35
like early the 80s is when these hit.
38:37
The date of the ad is. Go ahead and make your guess.
38:39
What is it not early C80? What's your year?
38:41
Can I ask one question? You may.
38:43
The C80 was the first one right? I think the C80.
38:45
I believe so. That's.
38:46
Model number was the first one. So I wanna say this is like it's
38:48
between 80 and 83. I'm gonna guess like 81 early
38:52
81, that's my guess. You're only off by a year.
38:55
It was 1980. It was 1980.
38:56
Oh wow. Oh, that's cool.
38:57
It came out in January of 80. Oh wow, so I was close.
39:00
OK, they still make they make like retro versions of these.
39:02
I wanna get one. Yeah, I have a watch face on my
39:05
Apple Watch that looks like this.
39:07
This is how Like this brings me so much joy just to talk about
39:10
this thing. That's so fun.
39:11
The Casio C80 Calculator Watch 1980.