Latest / Beat The Odds with Dre, Rodney, & Brylan / TSA Shutdown, Iran's Endgame & The OpenAI vs. Anthropic Debate

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TSA Shutdown, Iran's Endgame & The OpenAI vs. Anthropic Debate · Beat The Odds with Dre, Rodney, & Brylan

• Rodney: stuff going on. Dre: Yo, what's good guys? Welcome back to another episode. How y'all feeling today? Brylan Donaldson: Man, I'm just leaving the gym. I ain't even going cap to you, bro. It was one of them days, man. Y'all ever been in like a, so my routine is typically I'll hit cardio, either like doing the bike or like, you know, running or something. And then I'll do, you know, get a good little lift in. I don't lift more than 30 minutes. Like that's all I need. And then I'll usually do like the sauna, stay in room and cold plunge, man. And usually I find where I have the most Dre: Mm-hmm. Brylan Donaldson: the hardest like mental battle is actually it's either the steam room or sauna like and it's one of those things of like, you know, you know, it's gonna be hot, you know what to expect, but the door is right there. And so you could just easily walk through that door. ⁓ Dre: Yeah, How long do you be in there? How long do you sit in the steam room or the sauna? Brylan Donaldson: Bro, I do 15 minutes the sauna, 15 minutes in the the in stand room and then 10 minutes, 10 minutes, five, five. And it was it was it was a mental battle today. Dre: That's a, man, that's a good little process. I have a similar gym routine aside from the sauna and the steam room. I probably need to add that. That seemed like a, it seemed like a benefit you would overlook, because clearly I'm not doing it, but it seemed like that's where the real benefit kind of really kicked in. Brylan Donaldson: Yeah, definitely relaxing. I'm Rodney can speak to the health benefits of the science given he deepened that space, but yeah. ⁓ Rodney: I was going to hop in on that. There is some benefits. ⁓ some evidence with the sauna that it can reduce the amount of environmental toxins in your body. so mercury and these types of things that you get from different foods, they build up in your body over time. Even I think Brylan Donaldson: you Rodney: microplastics have been shown to reduce over time through the sauna. And there's a certain degree that it is, I'm not sure what exactly it is. I believe it might be 98 degrees Fahrenheit, but I'm not sure. Dre: Hmm. That's a good tip. I guess I better add that to the routine. My gym definitely has one. I I haven't used it. Brylan Donaldson: did not know that at all. Rodney: But yeah, I'm not sure about any of the subjective effects, though. I'm sure there is, I've done the steam room before, or just the sauna before, but back when I was doing it, I had no idea about anything. It just was at the gym and I was like, why not? It was right by the pool and whatnot. But yeah, I don't work out for that long either, as far as lifting. I only need to do about 30 minutes. I find it being unnecessary to be in there. Brylan Donaldson: Yeah. Rodney: When I was younger, used to be in there for like an hour, hour and a half, just kind of like not being serious, not being quick. Dre: Yeah. Well, goals have changed, right? When you was young, was all about, know, ⁓ as much as you can. Now it's like, it's endurance now. Like that's really what it's about in maintaining. ⁓ which, you know, what you already have. But so yeah, no, I'm similar. I've been thinking about building a gym in my house. Like I like going to the gym, but it's still inconvenient. Like I'm just like, man, how can I make it more convenient? So I've been thinking about, creating one in my garage. I know I'm still on the fence, but ⁓ I will do it. Rodney: Definitely. Definitely. Yeah. Yeah, for sure. Okay, go ahead and just pull the trigger. Go ahead and pull the trigger on the squat rack, bro. Get the squat rack with the bench and just do it. It's about a thousand. It's about a thousand. Yeah. Yeah, bro. Just do it. Cause lucky. Cause. Brylan Donaldson: That's fire. Dre: Yeah, yeah. That's what I'm thinking. Yeah. That's system I'm thinking about. I'm going put a treadmill in there. I might as well just do it. Just do it. Brylan Donaldson: Why not do it in- hold up, you got that big backyard! Dre: I do, but I don't have the covering though. I have to like build the covering for it and all of that. Rodney: Yeah. Brylan Donaldson: You like to get your hands dirty. It's a side project. Dre: No, you're right. No, you're right. You're right. And in fact, if I do it in my... No matter where I do it, I'm planning to do it myself anyway, because I just want to do it. You know what saying? I'm like, this is kind of easy. It's not that much. It's a floor, some mirrors on the... You know what I'm saying? Setting up equipment. I'm like, this is not that bad. You're right. I do like a little side project. I do like taking that shit on. So I don't know. I might look into the backyard, but I think regardless though, it'll be really beneficial. since I'm just on this new journey with tracking my blood panels and my other health ⁓ tightly... Brylan Donaldson: Mm. Yeah. Dre: I think anything that's like adding to my quality of life is kind of what I'm on right now. Whatever it may be. Brylan Donaldson: Yeah. Yeah. How you been, man? Rodney: That's gonna be one of the first things I do. That's gonna be one of the first things I do. house will be empty and I'll have the squat rack and the bench and ⁓ a doubt. That's like, I think it's even on my lock screen, just a squat rack and a bench. ⁓ that's all you need, bro. bro, squat, bro, squats and bench, bro, just come on, man. That lifts. But yeah, so no, I've been good. I've been good, guys. I Dre: Hahaha. Yeah, that's all you need. That's all you need. Rodney: in LA real quick, had to some errands, quick errands. ⁓ I'm I'm back ready. But you those five hour I don't like to do those too often. You know how it goes. But speaking of flights, TSA, let's just jump into that. Let's just jump into that. So anybody listening, there's probably absolutely no way that Dre: You Rodney: You haven't heard about TSA. So has been closed, well, not closed, it's open. But for some people, it as well be closed because they're not showing up to work. There are some people who are not showing up to work. People are calling off, et cetera, because they're currently not getting paid. Not getting paid because of Congress. I don't recall the exact issue. I believe it's some type of funding issue. Forgot what agency, ⁓ but. Essentially, Congress is kind of dragging their feet on that. all over the country, you see these different videos, YouTube shorts, TikTok videos of workers pretty much saying, hey, like, at this point, you know, we've missed two checks, which is four weeks, by the way, because, you get paid bi weekly. And they're if they're going to miss the third check. So at that point, six weeks. then at the third check, you know, much longer can you go without getting paid? And people have already went through the first government shutdown earlier this year. And a lot of them got some back pay though. it's not these lose out on the money, it's that it comes later. And then I think also for people who ⁓ didn't call for I think Trump added a $10,000 bonus, the last government shutdown, if I recall correctly. So those people should be a little bit more in a better place. But I also wanted to point out that I saw that Elon offered to pay salaries. We don't know if that actually will happen. I just wanted to break down some numbers real quick. TSA has about 55,000 to 65,000 employees. About 40,000 of those employees are on the front line. Dre: Yep. Rodney: people that we directly deal with. If he were to pay those, if he was to pay those people, it would be hundreds of millions a month. It'd be a lot. This is not cheap at all. And I don't think he's going to do it. I just want to give like a scale of how much all this stuff costs and how much money is not being paid. And then one more thing that I thought was interesting was Delta. So Delta came out I forget the exact name, but there's a Pacific lane for people in Congress that they use when they fly. And basically said, we're closing that down. You guys are going to go through the ⁓ regular You're not going to go ⁓ speed everybody while TSA agents are not getting paid. I imagine this is just to put pressure on. Congress, because right now Congress is getting paid. And additionally, they were skipping the line as well. And Delta is basically saying, you are causing our business hell. You are causing a lot of pandemonium. we want to make sure you guys feel it to potentially drive some urgency on that decision. Dre: Yeah, down here in Houston, I saw lines out the parking garage. My sister-in-law flew out, I want to say yesterday or a couple days ago. I think she said she waited in line for like three hours for a TSA. I have a flight tomorrow. My flight takes off at 730 AM, which I'm a little nervous about because that's like a typical early flight time could be super busy. I had a flight last week. Brylan Donaldson: Yeah. Dre: But it was in the evening time at like nine. Honestly, I had no way it was like straight through TSA. I was surprised because I saw all the, all the things you talked about writing on the news. I was bracing to have to wait, but luckily I didn't. But tomorrow I'm a little bit nervous because it seemed like Houston is this particular airport is one that is, has been really impacted. think, I think they said, at least I saw it on the news. I don't know how real the statistic is, but I think like 40 % of TSA agents in the Houston airport have called off. So they're operating at, I mean, half capacity. And I think Houston's airport, the Bush and Continental Airport, the biggest airport down here in Houston, I think is like the number one airport where the most TSA agents have called off out of so far. That have changed. I think I saw that stat like yesterday. ⁓ So obviously could change by today. But nevertheless, it shows that Houston is really suffering. Um, and I know that there's ice agents here as well. I don't know exactly what the hell they're doing, but hopefully they are helpful. Um, but nevertheless, they should get this thing back funded. My understanding is that Congress and the Senate are holding up getting this funded because they want to, and again, I don't know for sure, but my understanding is they want to defund ice. And I think in, in approving this funding proposal, which would also fund TSA, they would be funding, send an additional funding to ice. Brylan Donaldson: Correct. Dre: which they don't want to fund. And so they're kind of like using as leverage while making TSA agents suffer. And my understanding is that ICE agents are still being paid right now. So they're not they're not even suffering. And yet they're kind of like the leverage tool that the Congress is using. I mean, ⁓ it's unfortunate all around. I I don't see it lasting too much longer, but the short-term impact. seems brutal and forever for the people who are actually going through it. Like if you're a single mom, single parent, or even a two parent household and your income just kind of stopped, even though you're going to get it back, that can be kind of devastating. Because people are already kind of living check to check right now. So yeah. Brylan Donaldson: Yeah, I would say, mean, now you're, you're spot on in terms of this current shutdown being, being about ICE. I think one thing to call out is the specific piece that hasn't been funded is the department of Homeland security. So under the department of Homeland security, if you think of that kind of being like alphabet and how alphabet has Google and all their other companies under it, like YouTube, et cetera, TSA falls under that. ice falls under that, the secret service falls under that, Coast Guard falls under that, and a host of other services that the federal government pays for as well. And I think this looks a lot like the past government shutdown that we experienced, what I would say, back in the fall. That one was over healthcare subsidies and things of that nature. But the reality was like the Democrats fought so hard on that and it eventually went nowhere. Right? Like I think, you know, they got some type of like small kind of like extension, like temporary extension, but it wasn't permanent and it never got resolved. And so ⁓ gut is telling me that just due to the makeup of Congress, you once again, and Republicans kind of like having power there, you're probably going to end up seeing. this be another type of result where the Democrats fall hard? ⁓ politics I would say for good Because I don't think they're necessarily arguing to defund ICE because the reality was that big, beautiful bill that was passed last year has provided and set aside the funding for ICE all the way through 2029. So ICE is going to be here all the way through Trump's presidency, rather if we like it or not, because the budget has already been set aside. I think it's more so related to like their code of conduct, like where they show up, how they treat people, things of that nature. And so to even take that into context and, you know, think about Trump's decision to put ICE in airports. Think that juxtaposition. Like that, that, that, that, that is just like. wild to kind of like think about. And so, yeah, I honestly, I would even say like, against the backdrop of everything that is kind of, you know, already happening economically, you already called it out. Like, these were people, you know, that maybe live in paycheck to paycheck, the average salary for I looked this up, the average salary for a TSA worker, just doing the screening, meaning they work the x ray is 35 to $40,000. I don't care what you want to say, Those people need their money. They need that check. And so really sad that they have to suffer, given just kind of like politics. Yeah. And honestly, it's going to interesting to see how many of them really want to stay in that type of profession, given what in the last six months, this is the second time your paycheck been. Dre: Mm-hmm. Brylan Donaldson: jeopardy for nothing that you did. So yeah, those are just some of my thoughts there. Dre: What do you think Trump should do? Brylan Donaldson: be honest I'm in this position Yeah, so I guess I'll ask a few questions because I genuinely don't know here, but is there an opportunity for him to, do some type of executive order for like temporary, like funding? Because the reality is until they're like midterms happen and there is even some shift in power. Whatever the Democrats really want to like try to get past, it's going to continue to run into this. I think we can probably predict that with some level of certainty. So it wouldn't even surprise me if like this isn't the last government shutdown that we see within like this year. the fact that these things go on for 40 plus days, multiple times, is wild. Right? Dre: Yeah. Brylan Donaldson: Yeah, honestly, I genuinely don't know what he can do. I don't know if he could do like an executive order or whatever. But it doesn't seem like, is it on him? Dre: I hate the- I hate the way politics are set up in America. always seemed like there's just this back and forth between both sides that are fighting for things that are not even in the best interest of the people. Brylan Donaldson: Mmm. Dre: And it always seemed like it's more about just trying to battle the other side versus trying to actually get outcomes that are, in the best interest of the people. What are they even arguing about? Whatever it is, can't be more important than funding the paychecks of federal employees that make $30,000 minimum in a country where... The cost of living is exceeded is going crazy. Even I'm complaining and I'm relatively well off. go and I fill up my gas tank right now, bro. Gas right now is almost almost $2 more for my car than what it used to be just a couple of weeks ago. So imagine like for me, I'm like, okay, it's not really that big of a deal. I noticed it though. But for somebody who's like a TSA agent, they're going to the gas station, trying to fill up that extra dollar, extra dollar 50 makes a big difference. So I don't know. I hate the way the politics are set up because Brylan Donaldson: Hacks. Dre: all the politicians are doing is politicking and they're not actually doing governance and actually yielding to the people in the way that they should. And they pretend that they do, right? Like this fight against ICE. mean, the reality, I mean, we don't even have to get into like the immigration thing, but look, it's, don't know, man. I just, hate it because at the end of the day we suffer, you know, the people that vote these clowns into office are the ones that are suffering, unfortunately. Brylan Donaldson: Yeah, yeah. Rodney: If I worked for the government, would for sure be thinking about potentially another position that's not federal or state just because of the instability. And though this time around it's not all the federal workers, it still to me makes me if this is gonna be how the whole year is gonna go. And it might not go that way, but if this is your livelihood, can you afford for it to go that way? And I think that is something that people might want to And no on this one because... Brylan Donaldson: Facts. Rodney: I'm sure that people with the knowledge they have now maybe that they could potentially maybe had, if it was possible to put a little bit more away for this scenario, but it's unlikely that they ⁓ saw coming considering the fact that typically maybe there is government shutdown and even though that one was long, what were the chances of it happening again? But I can tell you for certain that a lot of these people are not going to get tricked three times in a row. A lot of these people, they're not going to get tricked three times in row. This one is probably coming with a lot of painful lessons. And I hope that people will be more prepared going forward whenever it opens back up. I also hope that Trump also rewards the people. who definitely still showed up to work even more than the 10,000 from last time. Hopefully it's at least double that amount. So I'm looking forward to that. And might give people an unexpected boost. And I think that would be good, but I don't blame people if they had to call off to take jobs or if they have to quit because they had to get to work right away. But that does go to show how tight some people are living. where know, a check or two is can't weather. And I that we all know how six month emergency fund, what is worth repeating that six months, 12 months of emergency funds are ⁓ something aim wherever possible. But I that in this economy is very difficult, but That's something definitely, because to be in a vulnerable position like this nobody's coming to essentially save you have Elon saying something, but that may or may not pan out. So hopefully can learn from this and hopefully it turns into a positive outcome in the end. But I would agree with Dre that It's not even clear if this is all necessary, but it does seem like Trump maybe, and just Republicans or conservatives are not going to budge. maybe it's not worth constantly fighting on this one. Picking and choosing battles might be useful. Brylan Donaldson: Yeah, I would say, mean, the reality is like domestically and abroad, yes, there are very physical conflicts that we've experiencing over the last year. Rather, if it's, you know, here in the U.S., the multiple, you know, situations, know, involving ICE or even abroad with like Iran, Venezuela or whatever. I think when you zoom out at the heart of it, it's kind of like what Dre was kind of like alluding to is morale, is morale. And I think we're at a point where trust is extremely fragile. I think trust is extremely fragile at home because like you said, like now you're hitting people's paychecks, right? Which is like the money that people are bringing in. But even furthermore, The consequences abroad are now starting to hit people in terms of how they need to consciously be thinking about their spending. Right. And there's no signs of that change in any time soon. And then even if you think about it, like this was something we were talking about before, but this is just me. I was listening to a podcast, the ProfG podcast earlier, and there was a professor from the University of Michigan on it. like talking about this, but I kind of agree with it. It's like, it's wild to think that like on Friday, on Friday, my man came out on true social and said, Iran, you have 48 hours where we are destroying every single power plant, every piece of infrastructure that you have, you have 48 hours to come to the table. 30 minutes before the markets open, he's like, we're in talks with Iran. Iran out and then says, we ain't talked to this man. Dre: Okay. Brylan Donaldson: I'm sorry, but is crazy about that is we've seen this before. Where before I think it was ⁓ relation to Cheriffs and kind of like the band on earth, like chips and stuff going to China. He said we had a framework. China didn't say anything. They didn't say we had nothing. And so, yeah, somebody actually made a really good point that like, Yeah, it was crazy. was like 15 minutes before Trump announced that like, you know, we were taking a pause. Yeah, I think the trade, somebody bought like $1.5 billion of like some stock. And then obviously he made a lot of money. And then sold over a billion dollars worth oil contracts, like right he said. Dre: Yeah, so. Brylan Donaldson: I've been saying this for a minute. I'm going to be honest, bro. I think he understands that the market is what is really, like I had to really go look this up. I think he understands that the market is really holding shit up right now. Like, because we've been in a crazy bull run, like since literally since 2020 to now, the S &P 500 has increased, increased literally 220%. Tech, the NASDAQ, which measures just tech. is up 320%. This is unheard of and unseen, but you still have all these different other economical components of, know, job growth is basically stagnant. Any company outside of tech isn't necessarily growing the way like tech companies, specifically AI is growing, right? And so things are very fragile, right? And I think we're at a time where like these things now starting to impact just like the morale of the people of country. I even saw this weekend, I think there's like another like 50 or so like major protests that are supposed to have tens of thousands of people like happening this weekend. ⁓ We're just in a very crazy period of time right now, man. Dre: Thank I saw that tweet by Donald Trump that he was going to bomb all the power plants, my immediate thought was like, this is not going to go the way he think it is ⁓ we do this. This is not going to go the way. Because I'm like, bro, Iran is... They're going to be forced to respond in a way that I think is going to... Because the reality is in America, there is the actual conventional war and then there's the political war. Sometimes political war can be just as powerful. Brylan Donaldson: You What's the difference? Dre: I think the political war is that the president or just our politicians in general are kind of bounded to the sentiment of our citizens. If citizens start making enough noise, then that forces the politicians in those particular districts, in those particular states to start to stand up. Because at the end of the day, you got to think about what the incentive loop is. Politicians want to be voted back in office. And at some point, if citizens realize... If these politicians are not making the best choices, then we're just not going to them back in office. It's just that simple, right? These districts will lose money. Corporations will stop funding these lobbies. Like there's a whole cyclical effect that starts to happen when the narrative starts to shift amongst the public, like pressure, right? And so, you know, the government, what they try to do is they try to suppress as much information as they possibly can. They it during the Vietnam War. They did it during the Iraq evasion, right, after 9-11, right, where they just constantly reduced information that they tell the public because they obviously don't want the sentiment around the war to change right and so i think like what donald trump is trying to do is really balance the political side of the war because on the conventional front let's just be honest like there's no one who can really fuck with us there right if we really want to like strong man somebody right like we we can't do it if we really wanted to i mean we literally went into venezuela and kidnapped the president Like I mean like can do it. ⁓ can do it every one I mean we dropped we used the first atomic bombs ever right with the only ones that have ever done it so we There's a precedent that we will do whatever we need to do on that side, right? But on the other side, right? I think is where Donald Trump is really walking the line ⁓ thinly Because you he's trying to control that information. It's hard to do it these days because you know, Iran is on Twitter tweeting back and forth with him, tweeting animations, cartoons, all types of, it's hilarious. ⁓ And it can respond in a way that we've never seen this before, right? Like in a way back and forth and immediately contest what he's saying, right? And it's like, as citizens, we're like, well, shit, do we believe our own president or do we believe Iran? Unfortunately, I'ma believe Iran on this one. I don't think Iran is ready to stop. I think they want to keep going. I think they want a ground invasion. I think they want to inflict pain on America. I think they want to do all of that. Brylan Donaldson: You This is wild, bro. Thanks. Dre: I think they want to continue to fight this war. I don't think they want to stop. And the US political environment doesn't have the same patience. We don't have the same patience as a forever war anymore. I know, man. think we of alluded to this earlier. There's no good end in sight that I kind of see. I don't know how Donald Trump backs out of this. Rodney: I don't understand why they want to Why wouldn't want If it's true that have so much dominance and we have so much force, and although maybe, of course, they're defending and they've retaliated, why wouldn't they want to stop? guess I don't understand why they want to stop. given those things being true, that we could, if we really took it to another level, unless of course you're suggesting that they want to keep going just to make us do something that ultimately will make us like, yeah, I'm trying to understand. Dre: I think, I think they're, I think they ultimately what they want. And again, this is just my light understanding based on what I've seen, right? Is Iran is doing everything they can to try to fight against what I would call like the modern day American imperialism, right? Which is you have America deeply involved in the middle East, deeply involved in some of these where Iran and some of these other countries don't really want the U S involvement in the same way that maybe like Europe is okay with or Asia maybe okay with. And so I think ultimately, I think that's one part of it. I think the other piece is that I don't think Iran trusts the US. My understanding is that there's been several conversations agreements that Iran has come to the table and had agreements with the US and then we just completely have gone back on our word. We've completely gone against what we said we were gonna do. And then I think the third piece, which I think is really important is that Iran has made it really clear that they don't like Israel and Israel has made it very clear. They don't like Iran. And so I don't think don't think either side honestly is going to want to stop it. Right. And so even if the U.S. does want to stop, I think Israel is going to be happy until they get what they want. And I don't think Iran is going to be happy until they get what they want. So I don't even think the decision to end the war even comes down to the U.S., quite frankly, because I think it's bigger than that. So. And then I think the other thing is too, is like they've already made it very clear that like. I they understand how American politics work and they understand that when it comes to war, the economic and political endurance in the US is not as strong as some of these other nations. They go for as long as possible. That's not necessarily what the US can do. I think we've it very clear from a citizen standpoint that we don't want another 20 year war like we had in Afghanistan and some of these other places. We're just not open to that. We don't, we don't want that politically, but Iran, mean, they ran by one person, right? They, that one person can decide what direction they go in, right? They don't need consensus. That's not how American politics work. And so I think they're kind of playing to like to how our system is set up and knowing that our system is ran off consensus and consensus. And from a consistent standpoint, consensus standpoint, war is not something that like, I don't think the average American, if you pull them and ask them, do you want to be in war? I don't think the average American is like, yeah, we want this. I think the average American is like, no. Rodney: I think there's one thing that you mentioned before we hit the record button about us up things to potentially escalate the war. And I wanted to know is one of those things, the fact that starting April 20th of this year, the U.S. Army ⁓ raise the maximum enlistment age from 34. Brylan Donaldson: Yeah. Rodney: to That this is for the army. Starting April 20th, the army will raise the maximum enlistment age from 34 to 42. That seems, the timing of that seems a little. Brylan Donaldson: What's this for? Dre: Yeah. Rodney: Interesting to say the least. Dre: For sure. I heard there's been, I don't know the stat. don't have it on hand, but I'm sure we can look it up. But I heard there's been like a decline in recruitment. I don't know if y'all even notice, like there has been more military content, even on Netflix, right? Like, I don't know if y'all have seen it, but like there's just been more like, you know, the military in the Pentagon is highly involved in movies and film, like in Hollywood. Like they, they advise Hollywood military production on movies across all different types of movies, shows, docu-series, all of that. Brylan Donaldson: X Dre: And so there seems to be like a national push to kind of just revamp recruitment. And they do it through simple things. I put in a documentary on Netflix about the Marines, right? Like that, you know, some 12 year old, 13 year old sees that and like, ⁓ shit, now I want to be a Marine, right? And only a couple of years away from that. So I do think there's some of those things are correlated and intentional to what degree is, know, again, it's hard to say because we're all, we're always being lied to. But yeah, I wouldn't say it's by incident, right? That like all of a sudden they raise that. It seemed like they know that the future of the military doesn't look as good. mean, hell, would you want your son to go off to war fighting for same bullshit that we know that they've lied about in all these other wars? I wouldn't. I wouldn't send my son out there. Brylan Donaldson: Facts. Facts. I think, yeah, I wanted to provide some context on this because, you know, kind of going back to the question you asked, like, if Iran knows the U.S. can come in, swoop it up, air shit out, why keep fighting? And I think, yeah, the quote that literally comes to mind is like literally from Jay-Z's dead president. Rodney: Well, in that case... Oh, go ahead, Marley. Brylan Donaldson: It's hard to stop a nigga with nothing to lose. They have nothing to lose. And what I mean by that is literally their economy had dropped by $60 billion in a year. was growing. Inflation was 43%. Unemployment was rising. And literally U.S. had a ton of sanctions in relation like their oil. Dre: Yeah. Brylan Donaldson: were a third of the revenue that they were getting before in relation to oil contracts, they couldn't just because of the U.S. sanctions. Right. And so they're at the bottom of the bottom. Like it can't get any any worse. Right. And so is that is that is what U.S. is fighting on top of geography. Like when you think about geographically. Geographically, if we thought Afghanistan And Iraq was hard to fight in. Iran ain't going to be any easier. And so yes, we have superior, I would say superior army, cetera. But we saw what led to in Afghanistan and Iraq. Like it was just a whole different environment. And I think we do live in world where things are becoming multipolar, where you're having these big players. So the big three, US, China, Russia, then you're having all these satellites that are essentially being by them. Iran is supported by China. Dre: Hmm. Brylan Donaldson: So as long as there is a strong China, there will be a strong Iran. That is the reality of this. And they know that. And there's a reason why like everybody keeps talking about the Strait of Hormuz. This is what is causing all this economic turmoil right now. Yes. I'm sure people have seen the chart where it literally went from 120, 30 ships, know, transporting oil, consumer goods, et cetera, to damn near zero. Literally there are, think the last app was like, are literally like two to three ships that pass through it a day. You know where those two to three ships are going to? China. China. So like. am just in this camp of this is just another proxy war against against And when we think about Iran, Iran key have a different position of strength because duration, duration, duration is their favor just because this shit cannot get any worse than it already is. The economy is already fucked. Two, we can get some capital from China because China basically has positioned itself around the globe through finance. And then three, what Iran has done that I think has caught the administration off guard, because I don't think they anticipated that, is after US allies in the Gulf. I genuinely it caught them off guard to be like, ⁓ they went and hit Qatar. Dre: Yeah, and hits and hits civilian and hitting civilian hotels and shit, too I think it's one thing if you hit in the military bases, but you in Dubai on vacation You know, you just chillin in the pool and you see a drone hit the hotel. That's crazy Brylan Donaldson: Like, I don't think they really thought that was gonna happen. Bro. Nah, we gotta get outta there. Dre: For sure. You're probably never going back. You ain't ever going back to that shit again. That's traumatizing for sure. Rodney: That's a roofless, wow. Wow. Let's switch gears, guys. Let's switch gears. Well, one, that's crazy. Just the visual, well, I can't visualize it, but you guys know what I mean. The visual of being in a hotel and a bomb goes off on vacations is crazy. And literally, just a month ago, I was listening to somebody Brylan Donaldson: So. Rodney: talking about how Dubai was one of the best places to be everybody should move there. it's just quickly, just that quickly. But yeah, guys, I wanted bring up something interesting here. But first I'll start with Because I think Brian has ⁓ understood. my position on this. And I want to make it clear because he made a comment about me saying this off the record. And the thing is, is that I'm like 99.9 % sure I've said this on the record, but I just want to repeat this. I think Claude has a great product. I think Breyland has good product taste. I've always said that Claude has a great product. issue ⁓ It's with Dario. issue is with Dario. That's pretty much it. ⁓ Brylan Donaldson: Hold up, hold hold up, hold up, hold up, hold hold up, gotta clarify this, we gotta make it specific. Your issue is with the dude who just did $6 billion in revenue over the past month. Rodney: That's good. That's nice. That's nice. That's nice. But you know why he's doing that? Because he's taking short term gains and he's not trying to grow the business. so for example, if OpenAI, if you always had to hit a limit every five minutes, yeah, you would see 10 times the number of revenue, but OpenAI is trying to grow. So also additionally, the one thing you didn't mention is that OpenAI is looking to raise another $10 million at a billion valuation. That's record breaking. So look. Brylan Donaldson: Hold up, hold up, hold up! Rodney: Six million dollars nice. Six million dollars is nice. I that's nice, man. But all I is people hitting cloud limits. So what does that tell you? What does that tell you? ⁓ Objectively, what that tell you? Objectively, what does that tell you? If everybody keeps hitting these cloud limits, and you also see they have high revenue numbers, what does that tell you? Brylan Donaldson: Yeah, yeah, yeah, yeah. A, it's a great balance of supply and demand. They're not over supplying the market. Dre: Thank Rodney: You just won't, you just won't, you just won't just, what? Dre, Dre, please, please. Dre: Move. Rodney: on, bro. I told you why though. Dre: So would take it to mean that either they have a limitation, ⁓ technical limitation, which they just haven't caught up to yet, which is there. Or I say they are more so going down a more sustainable growth path. That would be the two things that I would kind of lean towards. ⁓ Brylan Donaldson: Yes. Rodney: Yes, yes. Yes, conservative. Dre: I don't know which one it is, because I don't look that much into clothes like the actual company, so I don't know. I used the product. I love the product. But I would say it's probably one of those things. It could be something else. Rodney: Okay. Brylan Donaldson: But but I want to push back on valuation. I want to put back push back on valuation because the reason Okay Rodney: Well, before you push back on that, before you push back on that, you to directly address though, the fact of the matter is you never seen Reddy run into a limit on chat GBT. You just don't see it. You just don't see it, right? So imagine if you were a crack at it and you went to go get the crack and the dealer out. Brylan Donaldson: Correct. You're right. You're right. Rodney: Okay? imagine if, just imagine, just imagine, just imagine. So what are you gonna do next? You're gonna go to the dealer, every time you there, $5 a piece right there, boom, boom, boom. So, so. Dre: You Brylan Donaldson: Hold up, hold up, hold up, hold up, hold up. genuinely putting myself in the shoes Hold up, hold up, hold up, hold up, hold up, hold up, hold up, Who, who, who, who more money, the boy on the corner or the plug? Because this is the reality. We, we would hold up, hold up, hold up. We ain't never heard. No, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, Rodney: ⁓ but, but, but, see, but, this is as apples and oranges though. You don't hop to something else though. You don't hop to, first of all. ha. That's that's fair. That's fair, that's fair. But who's gonna ultimately make more money than I'm telling you, ⁓ of all, ⁓ is the wealthiest musician on They just put that out. And where did he start? ⁓ Where did he start? ⁓ Where he start? Like, look, telling you, I'm telling you, I'm telling you. I know, look. Brylan Donaldson: We just did 6 billion! Hold up! We can't talk! You Rodney: I think that there is, look, think it's real clear. We can phrase it how we want, sustainable growth, but ultimately it's not the big swing. Open AI is, ⁓ Because it's like, it's like, okay. In the, okay. You say why not? Like why isn't it? Like as to like open AI? Brylan Donaldson: Why isn't it? Yeah. Rodney: because they're choosing the safe path. Obviously, if OpenAI wanted to charge money, they could just swish it on and then more people would be forced to pay. If they just turned it on, more people would pay, the revenue would go up in the short term, and then everybody would say, oh, OpenAI is winning. I think that Dario is playing a short-term game in comparison to OpenAI, in comparison. In the long run, Anthropic is going to be fine in the long run. But I'm just saying as far as in comparison to OpenAI, they're playing a way different game. Clearly, they are nearly a trillion dollar company at this point. This is not something that Dario's doing. Dario doesn't know nothing about this type of game that Sam is playing. I'm not saying Sam's game is going to work. I'm just saying he's playing a different game. It's obvious he's playing a different game. I don't think Dario thinks he can be Google. I don't think he thinks he can compete with Google. Sam is clearly trying to compete directly with Google. That is obvious. So let's not root for person who is taking the conservative bet. Let's not root for the person that's playing it safe. He's playing it safe. Dario ain't doing nothing. First of all, all he did was copy Sam. That's all he did. just made it. All he did was make an open AI clone and he tried to package it as something different. It's an open AI clone. Same technology, same stuff. ⁓ a waste of time, waste of money. It's a waste of money. We would have been fine with Gemini Chat and GROK. We would have been fine with that. Obviously we can't stop Elon from investing his own money. But Clark, it's just a waste of time, honestly. But they'll exist. Dre: you Rodney: But it's just, come on, man. Come on. It's like Wendy's. It's like Wendy's. It's like Wendy's, bro. Like at the end of the day, maybe Wendy's have fresher burgers and maybe they taste better and maybe they're healthier. That's what you're arguing, Brian. But ultimately, who won the game? Who won the game? Why won't you answer? You don't never answer nothing. Well, who won the game? McDonald's or Wendy's? Brylan Donaldson: You don't believe that. You don't believe that. Let me say this man, you... No, no, no, I'm about to answer this. I'm about to answer this, right? Because you brought Hove and so we gotta bring it back. And Hove said it best. Would you rather be a Trent or would you rather be Ralph Lauren? Open AI is a Trent. Anthropic is Lauren. Like there's a difference, you're right. Dre: Thank Thank you. Rodney: Alright, alright, alright. Yes, yes. HIP Dre: Yeah. Brylan Donaldson: There are different games being played. think, think we need to be questioning, we need to be questioning the velocity that open AI is raising this type of capital. And the why you need to be questioning it is because where all of it, where is all of it going? And I think from the narrative that we see, the assumption is it's all going towards compute. Rodney: No, not from my perspective, no. Brylan Donaldson: Where's it going? Losses? Cause they got a lot of them. Like- Rodney: They Yeah, yeah. When you grow a business, you lose money. When you grow a business, you lose money. Dre: Well Yeah, if you if you're gonna compete against well, let's go let's take a step back right because the whole thing But they are though they are and they said that they said that No, no, they no. No, it's not about search. I'm not I'm not talking about they're competing with search they are competing with Google a techno as a Brylan Donaldson: NONE don't think they're competing against Google. Rodney: They are. Brylan Donaldson: indirectly but I don't think- go ahead Dre: a product, as a product, because Google is more than just search, right? Like we know what's under the hood there, and they know that, right? Just like they know that Google could have easily done what they did with the chat bot and all that, they just didn't do it fast enough. So they're not just competing with search. They're competing with Google as an organization. They're competing with the resources, the talent, the compute, everything. And if you're going to take that swing and try to ⁓ attempt, if you're even going to say, I am going to compete with Google, if you could even put that out into the world. as a possibility. The only way that you can even be taken serious, first of all, it's almost a very few set of people that would even take that statement serious. But the only way to even demonstrate to the market, to employees, to partners, to anyone that you are even relatively serious about that task, you have to raise the capital. You cannot compete against Google by just shipping product. That is not going to work. It's not going to work at the market level. It's not going work to attract the best talent. It's not going to work in order to get superior, superior customers, like enterprise level customers, enterprise level part. It's not going to work in order. If you're going to make that statement. Now you can go play a different game, right? And you can still have success. not, I'm not, it's not a zero sum in terms of success, right? You can do a company to have 20 billion in revenue. Even one of us right now would take an opportunity to go run a company is doing 20 billion in revenue. We would, right? But it's. Rodney: Of course. Dre: But hey, shit, if we can do 150 billion in revenue, that's better. but my thing is those two things can still coexist with one another. if going to even attempt to compete against Google, bro, you have to have the resources. You have to have the means. You have to have the capital. Even if you don't even use it for compute, you got to have the capital for psychological safety for big enterprise customers. You're not going to get a customer like a Disney or an Rodney: That's. Dre: or some of these big ass clients if you don't have the capital, because they can easily take that money and go spend it somewhere else, like Google, where they feel secure and confident at. Like we know how these enterprise contracts work. They're slow, they're methodical, and it takes time. And in order to get them, you gotta have the ability to execute on them, and you need resources, and you need capital, and you need psychological safety. So that is why they have to raise this money. And that's a different game than what the Anthropic guys are playing, it's fine. But again, if you're going to compete with Google, there's no other way to do it, is no other way. There's no other way. There's no other way. Brylan Donaldson: So, so, so hold up, hold up, up, hold up. They are different games, but I want to, I want to, I want to unpack this, right? Because once again, once again, once again, my fundamental qualm with open AI if we look at their valuation, are they worth that? And I, I, I personally don't know ⁓ I would say that I'm Rodney: It's just a different game. It's just a different game. I don't even see it. Okay. There could be. There could be. Dre: Brylon, Nate, give me one startup right now that is worth their valuation, that is raising capital. Give me one, because there is not a startup today that is raising money at current valuation and at current market rate. They wouldn't be doing that. You don't raise money like that as a startup. You always raise money based on future valuation. It's not based on today. Even the company you work for, the company Rodney worked for, are not raising money for what they are doing today. It's all about future. Brylan Donaldson: That's work. Rodney: And belief. Belief. Absolutely. Dre: So when you make the statement that you question the valuation and if they're worth that, well, that's an unfair statement because that can exist across the entire ventures, venture spirit. Like every single startup, it falls under that. Brylan Donaldson: No, no, no, no, no, you're, you're, you're, you're, you're, not wrong, but I want to look at the components of the valuation. if is, is how much of the valuation is really rooted in like the fundamentals of the business. Versus the actual narrative of the business. think so much of the business of open AI today is still so much narrative. That's why, like, when we talk about Google, them competing against Google, it sounds good. But the reality is I don't see them really competing against Google. And the reason why is they're going after different capital pools. Google's business is doing what? 300 billion in ad revenue. Open AI is pivoting away from ads. won't be touching that revenue. Not piece of that. ⁓ When? Rodney: occasion. Yeah. Dre: What's OpenAI's revenue run rate right now? Because I think you're conflating it, right? I think both of those things are actually true. You got a business that's probably doing almost 20 billion in revenue on top of, yeah, you're right, there is a big narrative around it for future. So, bro, if they're doing 20 billion in revenue, at least they gotta be, right? At least that, 15, 20, 30 billion in revenue. So you're questioning it as if it's not a real business. Again, Brylan Donaldson: Yeah, yeah, yeah, yeah, yeah, they're doing... Dre: any one of us would take an opportunity. But you said, but you said that that's a good. Brylan Donaldson: No, no, I'm not questioning as if it's a real business. But if I'm questioning. Yeah, yeah, yeah. What I'm specifically I'm specifically saying is so much of their valuation is driven by narrative. And if we unpack that narrative, I don't think that narrative is as strong as people make it seem. I don't think they're really competing against Google because they're not going after the same revenue. Google's revenue is going to still continue to be Google's revenue. I think that has shown over the last few years. If open AI figured out how to do ads, great. Then we could have a different type of conversation because now we can say what their billion users use in chat GPT. Basically they're going to figure out a way to monetize that, but they haven't, they're pulling that back. And so most the revenue is still coming from subscriptions. We know that business is fundamentally slowing down, but can that type of business get them to a trillion dollar IPO? Rodney: Occasionally Brylan Donaldson: in the same conversation of a Microsoft, an Amazon, a Meta, an Nvidia on $20 billion. Those companies are doing hundreds of billions of revenue, Subscriptions ain't getting them to 100. Rodney: If, if, if, if the mark, if, if, if, hold on, hold on, the power of a market. Dre: Is there more than 300 billion spent on software subscriptions a year? Brylan Donaldson: sure there is. So you think they're gonna go get that? Dre: Okay, so then the opportunity size is there. Rodney: Look, yeah, but also look, look, hold on, hold on. Markets create reality. Markets create reality. We see this with Tesla. We've seen this with other companies. Markets create reality. If you're simply arguing that at the moment they're not at the certain valuation, then you can't argue that. They're obviously not worth $730 billion at this current precise moment. Dre: They are. Rodney: But that's not what investors do. They project to the future as Dre pointed out earlier. Sometimes, occasionally, not all the time, actually most times startups do not grow into their future valuations. Most startups fail to grow into those visions. Occasionally, occasionally, it's under 10 years. So we're going to call it a startup. Occasionally, occasionally, Brylan Donaldson: This isn't a startup we're talking about. this scale? Rodney: Yeah, still, mean, because it's based on the amount of years. Yeah, it's just a startup. I mean, it's less than 10 years old. We called Snapchat a startup when it was eight years old. You know, it's like, and that was just a photo app. It's not that serious. And it's just, it's still a startup. now maybe after, maybe when it's like 12 years old, I can start to say that word might stop, but they're clearly moving like a startup. looking at the shipping speed, looking at the momentum, looking at the amount of money that they're raising, they're moving exactly as if they just got started. And so occasionally you have situations where companies grow into their valuation. And I think this is one of those cases that makes... Brylan Donaldson: What components of their revenue do you think they're going to dominate to reach that valuation? Rodney: So here's the issue. Here's the issue. You want, this is what people from being a good investor versus a bad investor. Do you honestly think that you can get the absolute grounded truth on what's going to happen in the future? Like that's not how it works. Like they momentum. They have momentum. They have momentum. You keep pulling it back to the ground and I'm talking about Brylan Donaldson: No, no, no, no, I'm, I'm, once again. Rodney: future bets on the future. They are putting 10 billion, something that money is going to be spent and things are going to come from that money. People are going to work. Things are going to get shifted. Chips are going to get bought. Things are going to get built. Things are going to be discovered. So then as that unfolds, we will be able to see how it unfolds. It is very tricky to, it's very tricky to sit back and say, okay, how are they going to make money? We didn't even, they didn't even know they were gonna make Chachibetee. They didn't even know that was gonna work. So we don't know, we just don't know. So I'm not even arguing, I can't argue about the future because the future unfolds, time unfolds and we have to wait and see. We have to wait and see. Brylan Donaldson: Correct, correct, correct. Let's talk about what we've waited and seen over the last six or so months, which is... No! Rodney: We saw you was wrong. We saw you was wrong. mean, last year on the podcast, you said they was going to be dead. And now they are worth $730 billion. So, mean, so if we're going to go off of, if we're go off of, if we're going go, look, how about this? How about this? On the record. Dre: You did say that and doing 20 doing 20 plus billion in revenue. Come on. Brylan Donaldson: Bro. Rodney: Dario is gonna end up just like the CEO of Perplexity. It's gonna exist, but nobody's gonna care. OpenAI is gonna be in the big five. OpenAI is gonna be in the big five. They're gonna be with Facebook, Apple, Netflix, Google. Brylan Donaldson: Hold up, how are you saying, how are you saying a company, bro, the company, you're saying the company that 97%, like think about that. Most of the, most of the, literally Fortune 500 companies use cloth, hold up. Rodney: I said it on record. I'm not worried. I'm not worried. I'm not worried. I said it on record. Brylan Donaldson: So the company that has the most enterprise. Dre: Bro, that doesn't even matter, bro. Let me tell you how enterprise software works corporate. You can have one team of people, four people in an organization using and all of a sudden that company can say that that company is using them. That doesn't mean anything. So that stat is irrelevant to me. The true thing that matters is Brylan Donaldson: Yeah! So you think four people in a company is just using Clod and not the rest of Dre: No, no, no, no, no, Brian. But my point is that we don't really know the penetration. So it's easy to just throw out a number and say 97 % of Fortune 500 companies are using Claude when yet that could be very true, but it could be seven people with an organization. It could be, and it could be more. It could be more. I'm not saying there's not more, but I'm just saying we don't know that not to be true. And never, more importantly, bro, everybody keeps talking about Claude being so big enterprise. You don't think open AI has, has any enterprise revenue. You think they're doing zero. You think they're doing zero. Rodney: They have huge contracts. Brylan Donaldson: We're not saying zero. We're not saying zero here. We're not saying zero here. Bro, Claude doesn't have to touch them on consumer because it's shown that the consumer is not going to get you to that valuation, bro. Rodney: The cloud is not even touching them on consumer and their neck and neck and enterprise. They're neck and neck and enterprise. Bro, they're not beating. Is cloud doing over, is cloud doing three X on enterprise. Dre: Then what are we saying? They're not touching! No, they're not even there! Bro, the consumer got them the 700 billion. What are you talking about? Brylan Donaldson: Bro, off of narrative. Off of narrative. Rodney: Sometimes, sometimes... Dre: Okay, Brian's pretending like he don't know how fundraising works. He's pretending like he don't know how fundraising works. Rodney: I know, I know, I know, I know, I know. ⁓ Brylan Donaldson: Yes, I know how fundraising works, but I'm talking about I so let me let me let me take a step back. What would open AI be a good trade on the market? Yes, I would say open AI would be a great momentum trade. I would trade open AI and make some money off of it. But if I'm just looking at a company and saying, OK, this is your evaluation. What the fuck are your future cash flows? I'm telling you, when that S1 comes out, people going to be shocked. People going to be shocked. Dre: Stop it, bro! Rodney: They only need, no, people are not gonna be shocked. They only need one huge, breakthrough to completely change the game. And every dollar they get, they have $10 billion extra dollars coming in. Brylan Donaldson: Alright. Bro they lost 4 billion last year, they're saying they're doubling the workforce so let's just say they're gonna lose 8 billion this year. Rodney: First of all, why do you keep talking about loss as if every dollar spent goes towards something? Every time a dollar gets spent, something happens in the real world. So let's stop talking about loss. Like every time a dollar gets spent, something happens in the real world, Every time a dollar gets lost, something actually happens in the real world. You act like it got burnt. You act like it just got burnt and you act like somebody just threw it outside. Brylan Donaldson: B Because at some at some point at some point Rodney: In the strip club, they threw it, they just threw it, they just threw it. It got burnt and something happened. Procrast got made. I think, and here's the thing about it. Here's the thing about it, bro. At the end of the day, you wanted me to say that on record. I had already said it on record, but I said it again. I liked Claude the product. Claude is an incredible product. Claude has incredible results. Claude is good. But Dario is not Sam. Dario is not Sam. Sam is somebody who was in the YC ecosystem. Brylan Donaldson: In... In that... Rodney: for a decade and additionally was the president of YC and he got to see through pattern recognition, multi-billion dollar startups. And then additionally, he ⁓ that different that Elon believed in him enough to even put the initial $50 million into OpenAI. And then additionally, when Elon counted them out, he came back and literally had $730 billion valuation. And the thing, you will not believe, you will not believe, you literally believe until you look dumb. Like, ⁓ you not believe it to that point. Brylan Donaldson: It sounds great! No, but you know who, hold up, you know who Sam had to go hire? You know who Sam had to go hire to even make any of this possible? His name start with a D. His name start with a D. Rodney: Yeah. It's an employee. That's fair. That's fair. That's fair. I give you that. one of the best. He's the best employee of the decade. I give you that. I give you that. He left and he something, but he's not the he's not the founder of this whole thing. He's not the person that Eli sat down with. He's the person that Sam went and go found. He went Sam found him. Dre: Thank Brylan Donaldson: No, no, no, no. Elon went found him and Ilya and brought them together to take him to Sam and said, this is who you needed. It was the other way around. Dre: you Rodney: Okay. Okay. Okay. Sure. That's fine. That's fine. That's fine. That's fine. That's fine. Get the credit to Elon. We'll give the credit to Elon. That's fine. Brylan Donaldson: They were Chase. All I'm saying is at the end of the day, OpenAI is playing a venture game. Makes sense. Anthropic, think, is playing one of infrastructure. I think they are approaching this like a hard tech company. Believe in what? Rodney: Okay, so when do you believe? Okay, I'm just saying, at what point, so for example, when it comes to venture companies, and I didn't even realize, we're running over just a little bit, but look, at what point do you gotta say, you know what, I was wrong about this company? This happens all the time, by the way, Brylon. Just so know, people are wrong all the time. People are wrong all the time. So at some point they have the update and be like, I was wrong. So, no, I'm just trying to say when, I'm just trying to say what are the conditions that would say, I Brylon am wrong. Cause so far you were wrong the first time, but that's not enough. So I'm trying to say at what point do you say, I was wrong about Sam. What the condition? What does Sam have to do? Brylan Donaldson: No, no, no, no, no, no. Yeah. But this is a different stage of company. This is, this is not. Rodney: Like does he have to do? Like I'm curious. Now, by the way, for me, ⁓ me. I'll stop believing in Sam when the momentum stops, but it hasn't stopped. His momentum is there. Now people are questioning the velocity and that's fine, but it's there and it's still going. So I'll stop believing when I stop, seeing him. I'm not going to look at somebody running a hundred miles per hour and be like, yeah, he going to stop soon. said ⁓ like people were telling me LeBron was going to retire at ⁓ 38. like, yeah, no, there's no way. ⁓ Brylan Donaldson: You compare as Sam Altman and LeBron James. Dre: Yeah. Rodney: What? Are you serious? Name another founder that... on, Come on, stop it. First of all, two... Okay, I can't ⁓ compute this. I can't even go... Okay. ⁓ Brylan Donaldson: you serious? Dre: Y'all are funny, man. Y'all are. Browardly be rage baiting, bro. He just rage baited. That's all. That's all. he, he, bro, he, is a father for the audit for the audience. don't know. Browardly is a former founder who has raised capital. He understands the venture game very ⁓ well. No, don't believe he believes this. ⁓ potty right now. He's just doing this in the pot. Brylan Donaldson: Bye. Rodney: He has to be, he has to be, he has to be, he has to be. I cannot believe this. Bro, you don't believe this. You don't believe this. Maybe he just likes to get into, bro, there's no way, bro. the Michael Jordan, who's Michael Jordan in our industry? I'm just curious. Brylan Donaldson: you Rodney: If he's not the current, like who is he and who's the Michael Jordan? Brylan Donaldson: mean, if you're going to say LeBron James, then genuinely you gotta give it to like a Zuckerberg or you gotta give it to like an Elon or even you gotta give it ⁓ a Max Lefskin or you gotta give it to like ⁓ Peter Ti- Dre: Nah, nah, no, no, no, no. Rodney: He's trying to be that though. He's obviously playing at that level. Brylan Donaldson: There's a difference. They already are. They've been in the game for decades. And now you're going to say Sam been in the game for decades. Dre: No, Sam, Sam, Sam defined an entirely new category, bro. I, don't see, have, I have, have, I have huge respect for Zuck. love Zuck. love Jeff. I love all these, all the founders you mentioned, bro, love them, highly respect them, look up to them. But no, this nigga defined an entirely new category, got trillions of dollars pumped into the market, got shit going, got Google dancing in a different direction. No. Rodney: So what does he gotta do? A trillion dollar category! Brylan Donaldson: That's true. Dre: a generational founder, bro. And that doesn't take anything away from Zuck. They don't take away anything. They built better products. That's cool. And it's good to build better products. But bro, sometimes you engineer a product, a business, market timing, scale, all those things got to be taken into account. He's generational. Brylan Donaldson: Amen. When the S1 comes out, we gotta do a breakdown. Rodney: And Dario's not. And Dario's not. Dario's not. Dre: No shocks. No shocks to me. You're gonna see 50 to 100 billion in revenue, which is totally fine watch watch watch We'll see we'll see this was a good one. Y'all got something else. Are we done? Rodney: You're not gonna see no shot. I don't get it. Nah, we done, we done, we done. We gonna check back on this. We gonna check back on this. Dario is not gonna, Dario, don't bet on Dario, bro. Don't do it. Don't do it. Don't bet on Dario, No, don't bet on Dario. Dario, specifically. If they fire Dario, I'll reevaluate the whole situation. Dre: Let's wrap it up. All right. ⁓ Brylan Donaldson: when the S1s drop, when the S1s drop, don't bet on profitability, don't bet on a good business. Dre: Hey, well look the best thing the best thing is that we got it all on record time will tell time will tell We'll see if this age as well, but this was a good one Rodney: But like... Yeah, we'll see. Brylan Donaldson: Bye.