01:06:07 · Jordi Hays, John Coogan, Keller Cliffton, D.A. Wallach
[01:06:07] S2: Yeah. Amazing. [01:06:09] S1: I mean, the partnership with Uber makes a lot of sense. Walk me through the Salesforce partnership. Is this... Are we gonna be able to deploy champagne when deals close autonomously? Send send another business partner a steak dinner so we can do business together. How'd that come together? [01:06:26] S3: Well, with with Uber, you know, we announced a cool thing. So I was actually just giving this tour that I'm showing you guys around. I was giving this tour to to Dara a couple weeks ago. And agreeing to them, basically forming this vision to do a million deliveries a day together, that's a quarter of their deliveries in The US via Uber Eats. Yeah. It's, know, delivering in this way, you can be 10 times as fast, less expensive, zero pollution, less traffic for neighborhoods, quieter, safer [01:06:56] S0: Mhmm. [01:06:56] S3: Than car based delivery. You know, the advantages... The biggest advantage is that you're having an in restaurant experience at home. And and what we are seeing when you look at the demand just in Dallas, for example, is that if you were to extend that demand to the rest of The United States, you would 10x the size of the delivery market. Mhmm. So there's so much latent demand here that, you know, it's it's similar. If you remember when Uber was launching in the Bay Area and everybody was like, oh, even if Uber is 50% of the size of the taxi market, it'll only be a $20,000,000,000 company. [01:07:29] S1: Yeah. That was crazy.
01:07:29 · John Coogan, Keller Cliffton, Jordi Hays, D.A. Wallach
[01:07:29] S1: Yeah. That was crazy. [01:07:31] S3: But, you know, it turns out that like it's now 10 times the size of the taxi market. [01:07:35] S1: Yeah. No. No. No. It may... It makes so much sense for delivery. Are you are you like just taking off the the zip like For [01:07:42] S2: me for me, like I'm just... I'm waiting for this to roll out broadly in California because I love pho. It's like one of my favorite foods. We don't have any Yeah. Pho restaurants in my town. Oh. And so it's like a thirty five minute drive to the closest place and it's not that... Live? Where do you live, Jordi? [01:08:01] S3: Can you just... Let's just dox you right now. Where exactly do It's you well known. [01:08:05] S1: I live in Malibu. So flying over [01:08:08] S2: those mountains. Well, we're launching [01:08:10] S3: LA LA LA is early next year. [01:08:12] S1: Well, we're... Well, our studio is in Hollywood, so I imagine we'll be in the delivery zone for that. [01:08:17] S2: I need pho airdrops starting Yeah. In November November through, you know, February. But [01:08:23] S1: make sure you prioritize Pasadena over Malibu because Malibu is kind of... [01:08:27] S3: Hit that button. [01:08:29] S2: This... You got it, John. [01:08:31] S0: Thank you. [01:08:33] S1: Alright. But, no. I mean,
01:08:33 · John Coogan, Keller Cliffton, Jordi Hays
[01:08:33] S1: Alright. But, no. I mean, [01:08:34] S3: one one one one interesting point on this, think it's it's particularly relevant for LA is that, you know, zipline delivers out to way further than cars are typically willing to deliver out to, which means that you actually see like 10 x the selection in terms of restaurants. So for us, example, you know, my wife is like a huge fan of Din Tai Fung, and we Oh, yeah. Never eat there because it's far away. But one of the advantages of this is you can, you know, you can go 10 times faster, but you can also go a lot farther. Mhmm. Which means that you get access to a whole bunch of different like amazing options or brands that you wouldn't have access to with car based delivery. [01:09:10] S1: Wait wait. 10 [01:09:13] S2: course meal in your home and it's just they're each being delivered. [01:09:17] S1: One at a time? [01:09:18] S2: Maybe. Yeah. We actually do that. Course [01:09:23] S1: it out for me. Yep. Assembling your best. [01:09:26] S3: Think about it. If you're having like a big dinner party for 10 people, you know, the idea that you have all the food delivered and it just sits there and gets gross and cold over the course of an hour is not not how the future's gonna work. [01:09:37] S1: I love it. I love it. So... Amazing. Yeah. We... [01:09:39] S2: It's been amazing. I've I've I've loved every like, it just... Getting getting all these snapshots. [01:09:44] S1: Yeah. It's been really fun.... [01:09:46] S2: History has been has been awesome.
01:09:46 · Jordi Hays, Keller Cliffton, John Coogan, Praveer Melwani
[01:09:46] S2: History has been has been awesome. [01:09:48] S3: Yeah. You guys are welcome to come. I mean, definitely come visit the factory next [01:09:52] S1: time you're in [01:09:52] S3: the Bay Area. [01:09:53] S2: Yeah. [01:09:54] S3: Mean, we we have to build 50,000 aircraft a year here. That's nice. [01:09:57] S4: And, you [01:09:58] S3: know, so it's gonna be... And yeah, this... Think this scale of growth, like, there's so much that America can do in terms of Yeah. Aerospace over the coming years. And I think, you know, there are lot of people who had thought, oh, you know, The US is losing in terms of drones. Like, The US might be losing in terms of, you know, four pound quadcopters. [01:10:13] S1: Sure. Sure. Sure. [01:10:14] S3: But these are like totally different classes of vehicles, and, you know, it's all to play for. And this kind of infrastructure matters lot in The US. It also matters in all these other countries that [01:10:23] S2: are Cool. [01:10:23] S3: Decide whether they're gonna build on top of like, The US tech stack, or one of our adversaries' tech stacks. [01:10:29] S1: Yeah. [01:10:30] S3: And it's really probably only two options. Yeah. And so, you know, it's really... I don't know. It it inspires me. Like, this is an area where America is winning, and and there's a lot of hard work to do, and to see the technology now scaling very quickly in cities across The US, and you know, benefiting families, letting families spend more time with their loved ones, less times having anxiety about errands. Totally. It's going have a big impact.
01:10:30 · Keller Cliffton, John Coogan, Jordi Hays
[01:10:30] S3: And it's really probably only two options. Yeah. And so, you know, it's really... I don't know. It it inspires me. Like, this is an area where America is winning, and and there's a lot of hard work to do, and to see the technology now scaling very quickly in cities across The US, and you know, benefiting families, letting families spend more time with their loved ones, less times having anxiety about errands. Totally. It's going have a big impact. [01:10:52] S1: I love it. Thank you for what you're declaring order inbound. Backing up the truck. Great talking to [01:10:58] S3: have speaker we have a speaker on the next gen droid. Should we like play the Call of Duty? [01:11:03] S2: Definitely need... Sound files... After you [01:11:08] S1: get your second delivery, it hits... Scrappy. Another one. [01:11:11] S2: And then I think you might... It might be a little too scary for the general population, but you can... We... If we can set that in our preferences. [01:11:17] S1: Successful delivery? Yeah. [01:11:20] S2: Okay. We got another. Keller, give our team the best. Incredible progress. Can't wait for the next update and we'll we'll see... We'll we'll stop by [01:11:28] S1: next [01:11:28] S2: time Goodbye. We're in the [01:11:30] S3: Awesome you guys. Thanks. Ad[01:11:31] S2: Good man.
01:11:31 · Jordi Hays, John Coogan, Rahul Sonwalkar, Praveer Melwani
Ad[01:11:31] S2: Good man. Ad[01:11:31] S1: King in the castle. King in the castle. Let me tell you about public. Invest across all asset classes. Automate anything with AI agents, run trading strategies, risk management, money movements, and monitor markets with AI agents for investing on public. Speaking of finance. Speaking of finance. Hi, finance. We got Rahul Sonwalkar from Julius AI. [01:11:52] S2: There he is. [01:11:52] S1: Fucking absolutely diced and shredded as always. How are doing, Rahul? [01:11:56] S6: Doing fantastic. How are you guys? [01:11:58] S1: We're doing great. [01:11:59] S2: It's great to see you. [01:12:00] S1: Always good to have you on the show. Take us through the latest in your world, in Julius' world in San Francisco. Take us wherever you wanna go. [01:12:08] S6: Alright. So we just released Deep Finance. Mhmm. It's the first ever long horizon high finance benchmark. [01:12:16] S1: Okay. [01:12:17] S6: So the goal is to see how good models do on real world big deals that you would see in investment banking [01:12:25] S1: That's good. And [01:12:25] S6: private equity. [01:12:27] S1: We love this. [01:12:28] S6: It's giving... Money users. Exactly. [01:12:30] S1: Yeah. [01:12:30] S6: So we add... We we work with experts who have experience from firms like Evercore Sure. JPMorgan UBS, and Harvard Business School [01:12:39] S4: Yeah. [01:12:39] S6: To help build this benchmark so we can understand how good the frontier models are. [01:12:44] S1: Yep. [01:12:44] S6: On an actual real deal.