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Easy Reveals the AI Sleeper Stock Nobody Saw Coming — Transcript

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0:00Yo, let's go.
0:03Brother, how are you?
0:04>> I'm good, bro. I'm good. I cannot
0:06complain. Life is good, man. The The AI
0:07trades have been They've been fun, man.
0:09They've been fruitful.
0:10>> Bro, I've been I've been seeing you
0:12crush it, bro. I feel like you've been
0:13pretty consistent.
0:15You've been consistent with the
0:16streaming. You've been sharing the
0:17trades on stream. You've been posting
0:18your updates and everything. Bro, how's
0:20that been? Like put me on, bro. What
0:22What am I missing?
0:22>> mean, the big thing for me like just
0:24like you, I was a very early Solana
0:26bull, right? Like you and me were so
0:28heavy early. You were obviously a little
0:29bit earlier. I got in in August of '21
0:32when the ETH NFT stuff was popping off.
0:34And I was like, dude, gas is crazy. I
0:36was like, this is nuts. Like I'm
0:38spending thousands of dollars to mint
0:39the picture. And Solana mint started and
0:41I was like, okay, this is a much better
0:42user experience.
0:43>> Yep.
0:43>> So then I was like, this just makes
0:44sense. Then STEPN happened. And I was
0:46like, oh [ __ ] okay. Like this is the
0:48user experience people are going to
0:49want. So I went like crazy hard on that,
0:52did really, really well. And I mean,
0:53I've been trading equity since I was
0:54like 16. I'm like a custodial account
0:56and like all this stuff. So like I've
0:57been reading 10-Ks and everything. Like
0:59I'm deep in the equity side. But I never
1:01really talked about it. And then now we
1:02have this like convergence of crypto and
1:05TradFi. And I'm like, okay, now I can
1:07have some fun.
1:08>> It's time.
1:08>> So like bro, this morning there was I'm
1:11really like interested in the Russell
1:122000 right now. So like low caps versus
1:15the mid and high caps on the equity
1:17market cuz the S&P's going crazy. But if
1:19you go down the risk curve, the
1:20Russell's outperformed the S&P year to
1:22date almost 2x. S&P's up 7%.
1:25>> Year to date? Really?
1:27>> up 15.
1:27>> Oh, [ __ ]
1:29>> And people overlooked that. So this
1:30morning I was like, yo, let me figure
1:31out which
1:33tickers have the most upside in the
1:35Russell that are like positive
1:37>> Uh-huh.
1:37>> with the revenue and are AI adjacent.
1:39And this morning me and the chat, I
1:42started a $1,000 account on equities
1:44that were just like running up with the
1:45chat. And I found this ticker called
1:47InnoData.
1:48So it's I N N O D A
1:50>> I N N O D A
1:51Okay.
1:52>> Bro, wait till you see what it's looking
1:53at after market. This [ __ ] is crazy.
1:55>> It's [laughter] up Oh, [ __ ]
1:57>> So we went all in on this this morning.
1:59>> Damn. Oh, you're up up. You're up fat.
2:03>> Like stupid up. They beat earnings by
2:05433%.
2:07But, I knew I was like wicked positive
2:09this thing would crush when I looked at
2:10the business model. Bro, so they label
2:12data. It's a data labeling company. So,
2:15when AI ingest data, it has to have
2:17labels on where to aggregate it so that
2:19when the model actually takes that data
2:21and knows where to like put it for the
2:22model. This company's a third party that
2:24just labels all that data. So, it's a
2:26data labeling company. I was like,
2:27"Okay, now
2:29>> Not to get this highly intelligent
2:30finance conversation up, but I heard you
2:32say wicked?
2:33>> Yeah, bro. Yeah.
2:34>> Are you from Boston?
2:35>> I lived there for 7 years.
2:36>> Wow.
2:37>> [laughter]
2:37>> Yeah. Bro, so I used to watch you and
2:39the guys when you guys had the house
2:41early, like dumb early. You and that
2:43whole crew.
2:43Like way way way back.
2:45>> Your demographic is exactly the the the
2:47people that show me the most love. It's
2:49uh
2:50It makes me feel incredibly old. Like
2:52that that this is the type of
2:53conversation where I'm like, "Wait, you
2:55are 40 years old. You are pushing 40."
2:56>> I mean, I
2:57>> [laughter]
2:58>> I turned 33 this year. So, like CT calls
3:00me young. They call me old.
3:02I'm still trading memes and still like
3:04in the trenches with some of these
3:05dudes. And listening to them, I'm like,
3:06"Okay, I You got You guys are much
3:08younger than me." Like
3:09>> Appreciate you coming on the show, bro.
3:11And I
3:12Something that really sparked sparked
3:14interest in what you guys were just
3:15talking about is how TradFi and crypto
3:17are kind of like the merge happening.
3:19It's all one becoming one thing, which I
3:22think is really really good for um
3:25not Oh, you guys putting his name tag
3:27in?
3:28The [ __ ] is production doing? Not.
3:30>> [laughter]
3:32>> That threw me off. But, um obviously I'm
3:34like attention media content brain
3:36[ __ ] FaZe Banks, FaZe the [ __ ] up,
3:38New York FaZe House, like whatever. I've
3:39been doing that my entire life. Um I
3:41feel like
3:42finance, especially like crypto, like
3:45internet capital markets, like deep
3:47whatever. I feel like the content
3:49vertical has been super [snorts]
3:50underwhelming, super lacking over the
3:52last couple cycles and and over the last
3:55the recent years and even today like we
3:57we have like thread guy doing his thing
3:59and [ __ ] Raz has a stream and they
4:01have like these little small niche
4:02audiences.
4:03>> Yeah.
4:03>> We we obviously see what TBPN does, but
4:05that's more like the traditional tech
4:07side of things. Um how do you feel about
4:09the show? Like I know obviously
4:11obviously us coming out with this show
4:14like
4:15you know there was [laughter] there was
4:15some picture of you
4:16>> bro, I think it's a good dynamic. Like I
4:19know that um I've seen a bunch of takes
4:20on CT about it and it's one of the other
4:23extreme. Some people are like I hate
4:25this and other people are like this
4:25makes sense. And I think the two of you
4:27guys have a such a unique dynamic cuz
4:30like I've gone back and forth with Ansem
4:31forever. Like literally for years at
4:33this point just like talking disease and
4:35like very publicly cuz
4:37me and him have done very similar things
4:39on the timeline where it's like just
4:40post your trade. Like and I know people
4:42get pissed when like you lose or don't
4:44have a good trade, but at the same time
4:46my thought is like if I'm not posting
4:47the trade someone else will. And like
4:49for me, I would rather air it out cuz
4:52when one person wins,
4:54it feels that much better and I know
4:55like when I lose, they lose too, but
4:58it's not like I'm not taking these
4:59trades. So like if I'm taking them, why
5:01not share it? And your guys' dynamic so
5:02interesting, especially listening to
5:03that whole conversation with Miz was
5:06talking the whole content side of things
5:07was really interesting to then see him
5:09getting into the finance side. I saw his
5:11video obviously and I was like okay,
5:13this is all slowly clicking because my
5:15bet on everything and it's actually like
5:17the whole court thesis why I'm long
5:18Robinhood, which is wicked funny,
5:20>> Mhm.
5:20>> is more people are going to spend time
5:21online and more people are going to
5:23navigate to the things that kind of do
5:25everything in one place, right? Like
5:27streaming makes sense. I think modern
5:28day media is going to move to the
5:29internet. I think shows like this people
5:31are going to tune in. I like that it's
5:32only once a week cuz it's way easier for
5:34people to tune in once a week and commit
5:36however long for that once a week versus
5:38every day for multiple hours, which is
5:40where you see more of the clips. But
5:41then I also think like more people are
5:43going to spend more time online and the
5:44younger generation coming up is going to
5:46find more of their information online.
5:48So like long-winded answer, I like the
5:49idea you guys have for this and I'm
5:51excited to continue to see it grow and
5:52you guys are both so well connected that
5:54you're going to have awesome guests on.
5:56So it's like
5:57it just makes sense. And you guys are
5:59both just educating. Like watching both
6:00of you learn about different topics
6:02helps the audience cuz Z is going to
6:04pull an audience of people from CT,
6:07you're going to pull an audience from
6:07the creator side and everything else and
6:10just people who know you from the
6:11content that it's going to kind of blend
6:13these two worlds that I think just make
6:14the most sense.
6:15>> It's cool that that's what you've
6:16gathered and gotten cuz that's exactly
6:18what we're going for. That's exactly
6:19[laughter] what we're trying to
6:20accomplish with this. That's exactly why
6:22I think him and I make
6:23perfect sense as far as just like being
6:25the host of the show.
6:26>> Oh, it's great.
6:27>> a perfect match in my opinion. I think
6:29you guys are doing the right thing here
6:30and I'm excited just to see some of the
6:31tickers cuz I I also heard you guys
6:32mention Eyen.
6:33>> Uh
6:34>> Yeah.
6:34>> Was I think Z mentioned it?
6:35>> Yeah, last week.
6:36>> on TG stream last week and I mentioned
6:39PWR Quanta Services.
6:41>> Uh-huh.
6:41>> Similar play.
6:42>> Yeah, yeah.
6:42>> Um and that thing went crazy. But the
6:44whole it's like when I look at the AI
6:45stuff, I'm like going layers deeper
6:47where like I'd rather just bet on the
6:48data center than which AI model's going
6:50to win because they need the data center
6:52more than anything else.
6:53>> Mhm.
6:53>> And then like when you really get down
6:54to it, dude, you could like just buy
6:56copper and uranium.
6:57>> I know. I saw They're like breaking out
6:59right now, both of them.
7:00>> Yeah.
7:00>> Uranium's going to go crazy.
7:02>> Yeah,
7:02>> [laughter]
7:02>> in my opinion.
7:03>> Bro, Microsoft's rebuilding Three Mile
7:05Island.
7:06>> Yeah, I know.
7:07>> cleaning it up. So like when you start
7:08to get really down into the granular
7:10level of this stuff, I'm like, oh yeah,
7:12you could literally bet on copper for
7:13the wires that are needed for data
7:15centers and uranium to power it and you
7:16don't have to care about anything else
7:18outside of that. So that to me is just
7:20like you could get so granular with this
7:22trade and there's so many levels that
7:24haven't broken out where like this data
7:26labeling play, it's 1.4 billion. You
7:28mentioned WIF. WIF traded at 2X the
7:30market cap of this this public company.
7:32>> [laughter]
7:33>> Bro, it's crazy.
7:35Bro, I didn't realize like how low a lot
7:37of these stocks are, bro. I honestly
7:38didn't. I had no idea. It's like if you
7:40go really deep in research and it's
7:41companies that have been around for like
7:43years, like years and years and years.
7:45>> Like this company has been around 10
7:46plus years and I'm like, why is it
7:48trading at 1.4 billion and AI needs
7:50this? Like what are we talking about
7:51here?
7:52>> I was going to I was going to ask you
7:53what the market cap of that [ __ ] was.
7:55That's insane.
7:56>> 1.45. I mean now it's probably like 1.7
7:57because it's up 25% after hours.
8:00>> What company is this? It's Inno Inno
8:02data, right?
8:03>> Yeah, Inno data, I N O D. It's like
8:06dude, I I found it this morning and I
8:07had never even looked into it before. I
8:09stream in the mornings like pre-market
8:10open and we like live trade with the
8:13audience because I do a $1,000 hyper
8:15liquid portfolio, $1,000 equity
8:17portfolio to just like make it relatable
8:19like sizing wise cuz
8:20there's a lot of people don't have the
8:21capital
8:22that like a lot of people who make
8:23content and I'm like all right, let's
8:24make this like wicked relatable where
8:26you can buy a call option for 150 bucks,
8:29right? So I'm like, we buy calls. I'm
8:32like this feels severely undervalued.
8:34They have earnings and bro, the earnings
8:36chart it beat by 433%
8:39and their guidance [laughter] is like,
8:39yeah, we're going to do 200% revenue
8:41this year.
8:42>> You have a pretty good understanding of
8:44like content and stuff. Are you like
8:45aiming to do that? Have you been doing
8:47more and more content?
8:48>> Yeah, so I'm streaming 5 days a week in
8:49the morning at 9:00 a.m.
8:51>> Sick, I was unaware. That's cool. That's
8:53awesome.
8:53>> So and that's the thing like I mean I've
8:54been I make YouTube videos and all this
8:55other stuff. It's much smaller. I'm like
8:57way bigger on X, but I blew up on X
8:59because I just was so public with trades
9:01cuz when I got into this dude
9:03I hated the capital
9:03>> I did too. Like all the all the NFT
9:05stuff, all my earliest stuff I just
9:06posted what I bought. Like and I I would
9:08post when I sold. Then it was
9:10>> Yeah, that's a big thing. And I took it
9:11even one step further where I posted my
9:12exit targets on NFTs.
9:14>> Yeah, I'm buying but I I try to do it
9:16with MLG. I I I posted I'm going to
9:18start trimming profits at 100 mil and I
9:20didn't. I top blasted instead and still
9:22I'm in the [ __ ]
9:24>> You and me went band for band on MLG.
9:26I'm
9:26>> Oh, did we?
9:27>> Yeah, [laughter] we both
9:28had 10K.
9:29>> I'm familiar with your name by the way.
9:30Like I've obviously seen you on CT.
9:32We've gone back and forth like I
9:34I I I recognize you for sure. Um, know
9:37you were as deep into the content stuff,
9:38but um, then you were there. You saw how
9:40it started. Like the MLG stuff. Bro, I
9:42[ __ ] bought that off the timeline at
9:443 mil. And then I'm like, wait a second.
9:47My thesis starts to build. FaZe Banks
9:49just bought MLG. So, now this is like
9:51the gamer culture coin. This is when all
9:53the culture coin [ __ ] shit's going
9:55crazy. There's [ __ ] 10 different
9:57coins with multi-billion-dollar market
9:59caps. I got [ __ ] Kenny the quant in
10:01the next room like, this is the easiest
10:02[ __ ] 20x in crypto.
10:04>> [laughter]
10:06>> I start buying it and [ __ ] it's fun
10:09for me because it's like it's so hits so
10:10close to home, whatever. And then
10:12obviously, you know, Trump does his
10:13thing. Milani does his thing. I go on a
10:15[ __ ] Raw stream and now it's like
10:17>> crazy.
10:18>> Yeah, it's crazy.
10:19>> bro. Like I'm I'm ready for it, too, cuz
10:20I'm going to post bad trades that people
10:21take and get pissed. But it's at the
10:23same time, like my response is always,
10:25well, you're not posting your trades.
10:26>> But it's also [ __ ] stupid. Bro,
10:28nobody's doing it, bro. Like literally,
10:30nobody's doing it. Nobody's doing
10:32>> It was a great trade. It was an
10:33objectively a good trade. Buy this at $3
10:35million at random.
10:37Run to $200 million. I mean
10:39I made people rich with this call. I
10:40made people rich talking about this. You
10:42know what I'm saying? And I'm [ __ ] I
10:44don't know. It's it's crazy. It's crazy.
10:46>> It's just part of the game, though, bro.
10:47>> Yeah, I know. I know.
10:48>> For sure.
10:49>> And it's why like even when people were
10:50trying to fud Ansem for the $1.50 thing,
10:52I found the thread and just quoted it
10:53and was like, all right, chat. He uh he
10:55did in fact buy. [laughter] Like just
10:56had the receipt. I was like, it's
10:58literally right here. Like I don't know
10:59why we're going crazy over this. He he
11:01bought it.
11:02>> It's like it loops all the way back to
11:03the point and purpose of the show is
11:04just worry about yourself, invest in
11:06yourself. You got to almost got to put
11:07the blinders on cuz it's like something
11:09as silly as the Ansem thing. Like the
11:10the you're lying and larping about
11:12buying a $1.50. There's clear evidence
11:14on Twitter. You don't You're two clicks
11:16away from finding it, and you're not
11:18bothering to get there because it's more
11:20fun for you or more favorable to farm
11:22the the the way that people do. You
11:24know, it's it's It's like
11:25>> People care more about impressions than
11:27their own bankroll, which is just a
11:28crazy thesis.
11:29>> 100%.
11:29>> so true, though.
11:30>> You care more about a couple of Elon
11:31bucks than actually making your money go
11:33up. Like there's so much good
11:47That's why understanding attention
11:48outlet
11:59But even just understanding the way that
12:00it works, the way that attention is
12:02traded, the way that attention is
12:03accumulated, and how it's like passed
12:05around is like super super important. Um
12:07and it obviously relates heavily back to
12:09finance. I think it's just as important
12:11if not more important. And over the next
12:125 to 10 years
12:17Crush it.
12:29Mhm.
12:45Especially if you're coming from CT cuz
12:46you're so used to things happening so
12:48quickly and like a tweet could [ __ ]
12:50you know, 2X and [ __ ] Yeah, yeah, yeah,
12:52yeah.
13:00Yeah.
13:18It's It's It's crazy, bro. It's fire.
13:25thing and I was like, oh, this dude gets
13:26it.
13:27>> Everybody watching right now, that's
13:28your homework from now until the next
13:30episode. Everyone go read that. Go read
13:32situational awareness.
13:33>> What do you What do you think on like
13:34the AI versus crypto conversation that
13:37that we've been having back and forth
13:38cuz like I I I mean I pretty apparently
13:40see that like there's so many
13:42opportunities right now with like the AI
13:44stocks in different parts of the stack.
13:46Um but I I still obviously still love
13:49crypto, still spend time on crypto. How
13:50do you like splitting your time between
13:52both or like what's your your thoughts
13:53on that?
13:54>> I mean bro, so with Hyperliquid you're
13:55kind of always watching crypto, right?
13:58Like I caught the Telegram trade. I was
14:00really happy about that because Pavel
14:01Durov was like, we're going to make this
14:03the official Telegram coin and I'm like
14:05>> Yep.
14:06>> it's the one of the most used apps in
14:07the world. This is going to go up. But
14:09then it like it still makes me go into
14:10the layers. I'm like, okay, well they
14:11have inflation and unlocks happening all
14:13summer. It's not going to go back to
14:14all-time high, but it'll probably go 50%
14:16of that, right?
14:17>> Yeah.
14:17>> So there's still pockets that I look at.
14:19The Zcash trade, I'm like
14:21very tough to figure out because I'm
14:23like, yeah, I get the quantum and it's
14:24quantum proof, it's privacy. And I've
14:27made some money on it, but I have never
14:28held it long enough.
14:29>> Yeah.
14:30>> Uh but with like Hip 3 I'm like, oh, I
14:31can trade earnings on a crypto product.
14:35I should also just buy hype with every
14:37profit I make
14:37>> Yeah.
14:38>> [laughter]
14:38>> Like bro, have to.
14:39>> Like I'm using this product and I don't
14:41have to buy calls and I don't get
14:42crushed by the Greeks. And for those
14:43that are unfamiliar with the Greeks,
14:44it's the math that goes into options.
14:47>> I feel like that's almost tried and true
14:48and again this is like my normie brain,
14:50but like you just buy what you use. You
14:52buy what you like.
14:52>> 100%.
14:53>> Yeah. Yeah.
14:54>> I use Telegram every day, why would I
14:56not buy Ton? I use Hyperliquid every
14:58day, why would I not buy Hype? And I'm
14:59like, okay, yeah, those are pretty
15:00straightforward trades to me. And then
15:02like you can obviously go I've never
15:03even heard of Inno data until today and
15:05it just worked out.
15:06>> How did you find that?
15:08>> Bro, so I literally [laughter] was doing
15:09like research last night on the Russell
15:112000 and profitable AI companies that
15:13make up the Russell 2000. For those
15:15unfamiliar with Russell 2000, it's the
15:16low cap index, similar to the S&P but
15:19low caps. So it's like lower market
15:21caps, it's not Google, Amazon, etc. It's
15:23like very low caps. And I think the
15:25number's like 70% of the companies in
15:27the Russell 2000 basically go bankrupt
15:28every year, and they just backfill it.
15:30>> [laughter]
15:30>> So, it's like it's crazy. But, the ones
15:32that make it out send, like send hard.
15:35Oh, okay. So, I was going down and I was
15:38actually using AI to do a bunch of the
15:39research on it cuz it'll research faster
15:41and find better context for me, and it
15:43sourced this. And it was like they do
15:44data labeling, and last quarter they
15:46said that they were signing major
15:47contracts in Q4 for next year. So, I was
15:50like, "Okay, if they do have major
15:51contracts, this thing should absolutely
15:54pump."
15:54>> Real.
15:55>> And sure enough,
15:56it
15:56>> That's legendary, bro.
15:58>> I thought it would go up like 50, it
16:00tapped 60, and I'm like, "Okay, yeah,
16:02these 50s these 50 calls I have are it's
16:04going to be nuts." And already people
16:06were hitting me up like, "Dude, great
16:07call. You're the [ __ ] man. Like, we
16:09appreciate you." And I'm like, "Yeah,
16:11just this one just worked out." But,
16:12like there's a bunch of other stuff that
16:14we've done really, really well on in the
16:15AI stuff, like Ion was one I've been
16:17really long on, and they just signed a
16:18deal for a uh letter of intent from
16:20Nvidia to buy shares at $70 for 2.2
16:23billion worth of shares.
16:24>> Yep.
16:24>> So, I'm like, "Okay, this makes sense."
16:25Like, data center play, infra play, it's
16:28similar to Bloom Energy, but just
16:29adjacent to it. So, I'm like, "Okay,
16:31>> Even hearing you talk about this right
16:33now and and and Z, oftentimes when you
16:35start getting into like your thesis
16:36around [ __ ] and your thoughts on
16:37markets, it's very, very clear that you
16:39guys spend a lot of [ __ ] time doing
16:41this. You guys definitely know what
16:42you're talking about. For the average
16:43viewer at home, somebody who's closer to
16:45my side of the spectrum, somebody who
16:47has, you know, a [ __ ] full-time job
16:48or goes to school, or
16:50um can't spend eight hours a day on
16:52this, maybe they can spend 30 minutes to
16:53an hour a day, what do they do? Like
16:55like how do they how do they invest?
16:57>> It sounds like you buy ETFs, the basket
16:59[laughter] of it. So, there's one called
17:01DRAM, D R A M.
17:02>> The memory ETF.
17:04>> Memory ETF. And you're basically betting
17:06on Intel and these other memory
17:08producers, right? So, it's a bigger
17:10basket, but you don't have to do all
17:12this research on individual tickers.
17:14Look for ETFs on topics that are
17:15interesting. Like I found the DRIV
17:18probably 5 years ago when EV and
17:20electric vehicles are popping off and it
17:22was just a basket of electric vehicles.
17:23And I was like, oh, more people are
17:24going to drive electric vehicles over
17:26the next 10 years. Pretty
17:27straightforward bet where I can just bet
17:28on the industry versus tickers. So if
17:30you don't have a ton of time,
17:31>> How did that work out for you? How did
17:32that work out for you? How did that work
17:33out for you? How did that work out for
17:34you? How did that work
17:35>> Good. It did well. Yeah, it did it did
17:36very well. Went from like $16 to $40.
17:39And I was like, okay, yeah, this is
17:40great. But like your your returns are
17:42obviously capped, but size of return is
17:44indicative of how much time you can
17:46spend, right?
17:47So if you don't have a ton of time, you
17:48can find a ton of 2Xs, but I think
17:50they're going to come from these baskets
17:52where it's like you can bet on spaces
17:54and verticals.
17:55And just right now it's like, okay, I
17:57can find an AI ETF, I can find a memory
18:00ETF, I can find a mining ETF. And right
18:02there you have basically the big three
18:03for AI that can cover your bases and if
18:05AI keeps going parabolic, you're good.
18:08And when you look at memory and mining,
18:11if quantum becomes a huge trend in the
18:12next 10 years, those will also go up
18:14because of it. So it's like, yeah, you
18:15kind of have this this adjacent trade to
18:17the two.
18:18>> It's good advice. How how much are you
18:20using AI these days?
18:21>> I use it every day.
18:22>> Yeah, how with everything that you do?
18:24>> Everything. So like
18:26every morning I wake up, I have a prompt
18:29that sends it to me at like 7:30 of
18:31everything I missed overnight. Like it
18:32gives me a document to read.
18:34>> The core of the heartbeat, the
18:35heartbeat, yeah.
18:36>> Yeah, my heartbeat gives it to me. And
18:37then at 8:45 it gives me like a show
18:39prep document of the things to talk
18:41about that are relevant over the last 24
18:42hours. So it's like a producer
18:44basically.
18:45>> Sounds like you are quickly getting much
18:46much better at this. It sounds like
18:47you're very very good at it. Yeah, I'm
18:49just I'm just curious how how much you
18:51would attribute that to like your
18:53relationship with AI and that tool that
18:55you use. Yeah, yeah, yeah. See? Chat.
18:57>> Like the more AI you use, the faster you
18:59can find stuff. The the Innovator Trade
19:01was sourced by AI. Like 100% sourced by
19:04AI.
19:04>> Yeah. [clears throat]
19:05>> And it just made me and I just started
19:06asking AI questions or ask the AI
19:08questions about it. And it you don't
19:09have to do a lot of the leg work to get
19:11the information.
19:12Like dude, I don't use Google anymore. I
19:13have I have Google Assistant on my
19:15phone.
19:15>> [laughter]
19:15>> Like I just ask that the question.
19:17There's not 60 ads and there's not a
19:19bunch of [ __ ] that's forced
19:20>> you're obviously a natural first adopter
19:22of tech like this, a tool like this cuz
19:24you're in finance, you're in crypto,
19:25you're chronically online, this, that.
19:27But like everybody at home should be
19:30kind of working in the same working
19:32along the same lines, whether you
19:33[ __ ] own a gym or you're a student or
19:36whatever. Like Yeah, hours and hours and
19:38hours on that. That's interesting. Um
19:42[ __ ] man.
19:43>> Yeah, even for even for people who like
19:44have no idea, like if if you started
19:47from zero with the AI trade, if you have
19:49ChatGPT or Claude, you can like get
19:51there in a relatively fast amount of
19:53time on understanding everything. Like
19:55you were saying Banksy said like, what
19:56would you do if you don't have 8 hours a
19:58day? Even if you have like an hour after
20:00work, like a couple hours on the
20:02weekend, it's like if you know
20:04>> minutes on the toilet at your job. Ask
20:06>> [laughter]
20:06>> it a question. Like it'll answer before
20:09you're done, I promise you.
20:10>> Yeah. And like what I what I've been
20:12doing I think that's been helping a lot
20:13is like you can actually ask it how to
20:15ask better questions, which is a crazy
20:17recursive loop that's going on. But like
20:19if you don't know exactly what questions
20:21to ask about a certain topic or a
20:22certain field, you can be
20:24[clears throat] like, okay, what's a
20:25good prompt for this? Or like how what
20:27do I I want to know more about this. I
20:29know this. Give me some like give me a a
20:31better question to ask an LLM that I
20:34should post. And it literally will give
20:36you something to ask and then you can
20:37use that and it'll give you more
20:38information. And then on that
20:39information you can be like, I want to
20:41get more information on this specific
20:43part. Like you can just keep recursively
20:44asking it questions. Um and if you're
20:47really curious and interested in like
20:48what you're trying to learn, you will
20:49figure it out pretty quickly. I think
20:51it's it's pretty crazy. Um how fast it
20:53accelerates.
20:54>> What are you using, Easy? What's your
20:55stack? Like what what
20:56>> Uh so I'm between Claude and ChatGPT.
20:59Like I use open Claude, but I have it
21:01fall back to ChatGPT.
21:04>> Yeah, I use Claude as well. Same exact I
21:05think it's the best setup. Yeah, it's
21:07the best.
21:08>> And it goes I I kind of go back and
21:09forth on the two because they're both
21:10competing for the better model and
21:12that's only going to keep happening. I
21:13saw the Elon news where they're like
21:15he's basically partnering with Anthropic
21:17and it's so clear he's partnering with
21:18Anthropic to kill Open AI.
21:20>> right? [laughter]
21:21>> I'm like okay,
21:22it's clear what you're doing.
21:23>> He's such a sicko. He's such a sicko.
21:25>> Yeah, absolute mad man. Dude's calling
21:27him
21:28yeah, Sam or [clears throat] yeah, Sam.
21:29>> it deliver you How did it deliver you
21:30this information in the morning? You
21:32said it gives you stuff 7:00 a.m. What
21:33does it look like?
21:34>> It's a text file with hyper
21:37>> it You should ask it to make you like a
21:38slideshow, like a deck. I have every
21:41morning every morning it delivers me a
21:42morning brief of like [ __ ] that I missed
21:44in the night or things that I have ahead
21:46of my day like it's obviously looped
21:47into all of my scheduling. I actually
21:49have a I feel like a a unique
21:51relationship with AI and and a big
21:53reason why I like really found myself
21:55falling down the rabbit hole is because
21:57a question that I'll ask these models um
21:59when I first discovered Claude one of my
22:02first questions is like hey, I'm Faze
22:03Banks like cuz there's a ton of
22:05information of me on the internet. I'm
22:06Faze Banks please scrape as much
22:08information as you possibly can on me
22:10and then ask me questions to try to
22:11better understand me and maybe what the
22:13internet maybe is missing. And it just
22:15gave me a very human response and like
22:16Claude
22:18blew my [ __ ] mind with how it
22:19responded and went back and forth with
22:20me on that and I just took the deep pill
22:22and like that's when Open Claude was
22:23popping off. So I set it all up and now
22:26like I'm kind of obsessed with it just
22:28like being very honest with me and like
22:30catching blind spots in my own personal
22:31life or professional life. I obviously I
22:33record every [ __ ] meeting that I do
22:35with my legal finance as it relates to
22:38everything that I'm I'm invested in or a
22:40part of my my day-to-day life, my
22:42workout routine, what I'm eating every
22:44day.
22:45I'm trying to give it as much
22:46information about me as possible. I I
22:48literally shared my entire I've been
22:50journaling every day twice a day for the
22:52last year and a half of my life and I
22:53took pictures of each page and gave it
22:55to it. And I'm like I want you to
22:56understand me better than [ __ ] anyone
22:59possibly could and I want you to to
23:00unbiased. I don't want you to be a
23:01yes-man. Like you said, the recursive
23:02loop. Like don't be a [ __ ] yes man.
23:04Ask me better questions. And every day
23:06in the morning it asks me 10 questions
23:08and then at the night it asks me 10 10
23:09questions and it's building the skill of
23:11just understanding me and helping me
23:13become like an optimal human. I think
23:15that that opportunity is for anybody.
23:18Like anybody could go do that today and
23:21and build that relationship with AI in
23:23that regard even if you're [ __ ]
23:24jobless. You know what I mean? Like even
23:26if you don't have have something like in
23:28the way that we're kind of talking
23:29about. I don't know. It's it's really
23:31interesting. I think that the
23:33the way that everybody's using AI is
23:34obviously kind of just replacing Google
23:36with it. But I think there's just so
23:38much more there that you need to I think
23:39you said an hour, you said 15 minutes. I
23:41think I would go as far as to say I
23:43think that everybody especially if
23:44you're watching this
23:46it should be mandatory in your
23:47day-to-day like to carve out an hour a
23:49day where you really like learn this
23:50[ __ ]
23:51>> 100%
23:52I agree. Yeah. Yeah.
23:54>> I think it's spot on. I think it is it's
23:56like as much time as you want to put
23:57into it is what you get out of it which
23:58is like a nice part of it, too. It's
23:59like you figure out ways to ask it
24:01questions and to Z's point it's like you
24:04can have it start to ask you questions
24:05back which is such a fascinating concept
24:07cuz it's like okay
24:09I can get better and this thing can get
24:10better at understanding what I'm trying
24:11to achieve.
24:12>> And bro, it just catches everything. It
24:14sees the whole
24:15you.
24:16>> context it gets the better and better.
24:18Yeah.
24:18>> But it has all the context in real time
24:20and it notices everything in real time.
24:21Like that's another thing that I've gone
24:22like really deep on in my own head where
24:24like we're having this conversation
24:26right now and I'm focused on your guys'
24:28faces and your your reactions to what
24:29I'm saying. But there's a million things
24:31around me like the floor, what the floor
24:33looks like and what the temperature in
24:34the room is and everything. And when you
24:36when when when AI's seeing it and
24:37processing it's processing everything.
24:39Like a good example from my own life um
24:43I just recently moved into a new place
24:44and I like had I went out and bought a
24:45bunch of plants and I'm like taking
24:47pictures of each plant and I'm like what
24:48how do I take care of these? What's the
24:50watering schedule look like? I asked
24:52[ __ ] I asked ChatGPT and Claude
24:54everything, right? And it just like I
24:56was putting a book next to each plant to
24:58give it a size reference. And it's like,
24:59"Yo, I don't need that. Like, I'm I'm
25:01much smarter than than you think. Like,
25:02I I don't need the book. Thank you,
25:04though." But, it noticed that I was
25:05putting it as a size reference. I didn't
25:06add that context. It noticed that. And
25:08then, it caught like
25:10out of the corner of its eye, I have a
25:12mirror from this artist, his name's
25:13Drouot. And it's like this big giant
25:15iPod mirror. And it added a little a
25:18little bar at the end, and it was like,
25:19"By the way, that's a really [ __ ]
25:20cool mirror, that iPod mirror." And it's
25:21like it's like crazy ironic that it's
25:24Drouot, and we're talking about plants.
25:25It like caught that and made that
25:26connection. Where I would never do that,
25:28but it noticed that. I don't know. It's
25:29a It's a dumb story, but it's like these
25:31things happen all the
25:32>> it's fascinating, cuz it picks up on the
25:33nuances that you don't even think of.
25:35And it's like, okay, this is like kind
25:36of crazy that it's it's so contextually
25:38aware. Which is nuts.
25:40>> socially aware. Like, that's a very
25:41human That's something that your friend
25:43would say, and you're like, "Damn,
25:43you're smart. You're sharp. That was
25:45good."
25:45>> Yeah, I was listening to Raoul Pal
25:46today, and he's he's confident AGI will
25:48happen in the next five years. And I'm
25:50like, that's pretty nuts.
25:51>> But, Gary brought up when we reacted to
25:53a clip, he said [ __ ] he said we're
25:5580% of the way to AGI, and then yeah,
25:57the Leopold guy says [ __ ] 2027,
26:00right?
26:00>> Yep.
26:01>> Yeah.
26:02>> It's It's It's here. It's happening.
26:04>> I'm like, what the [ __ ] What is What is
26:06it going to look like in five years from
26:07now?
26:08>> Bro, it's night and day.
26:10>> brother. It's like [laughter] It's like
26:11the internet The internet created
26:14the possibility and opportunity for like
26:16things like social media to exist. We
26:18never could have You couldn't imagine
26:20that being a thing without first the
26:22internet being a thing. You couldn't
26:23conceive it. Nobody had the idea of this
26:24being a thing. Because, you know,
26:26one has to come before the other. It's
26:28like electricity made way for the
26:29internet. The internet made way for
26:31social media.
26:32Which made way for AI. And that's going
26:34to make way for some brand new thing
26:36that everybody participates in, that
26:37controls the way that we interact as
26:39people, that doesn't exist yet. We can't
26:42even fathom it yet. That's the [ __ ]
26:44craziest part. That's why like,
26:46obviously, like AI is going to take
26:47over. It's going to change everything.
26:48Yeah, like on the on the It's It's to
26:50disrupt markets. It's going to replace
26:51jobs, or whatever. But like, what's that
26:53next [ __ ] thing that every we're all
26:56glued to our phones, we all have this
26:57other life on our phone, and it's
26:59Instagram, and it's Twitter, and it's
27:00this, it's that. What's that? What's
27:02that going to What's going to follow AI,
27:04you know? It's
27:04>> It's tough to say, man. It's just going
27:06to be fascinating to see, and it's one
27:07of those things where it's like I think
27:08the metrics are crazy where it's like
27:10less than 10% of people are using AI
27:12today. So, it's like
27:14>> be true. That's true?
27:16>> No, yeah, it's true. Bro, I think I have
27:18the [ __ ] um Let me see if I can pull
27:20it up.
27:21>> man. It's the Luddites. It's the people
27:22who said we don't need the internet, or
27:23[ __ ] the internet, or it's
27:24>> And it's also what There's 8 billion
27:26people, so 10% is like that's still
27:28pretty substantial number, but it's like
27:30I think in the grand scheme of things, I
27:32bet those numbers are skewed, obviously.
27:34Like in the US, I'm sure that number is
27:35much greater. In Europe, I'm sure that
27:36number is much greater. But then like
27:38there's obviously countries where it's
27:39much lower.
27:40>> had I actually had Claude build me this
27:42like pyramid like pie chart of like how
27:45many people use AI as much as X, Y, and
27:47Z, and like what the It's obviously an
27:48overwhelming majority of people that do
27:50use AI, use it on very surface level.
27:53How do I [ __ ] bake banana bread? How
27:55do I change my tire? And what's the UV
27:57out in Beverly Hills? I want to go for a
27:58walk.
27:59>> What are some nice restaurants near me?
28:00Or something like that.
28:01>> the closest coffee shop?
28:02>> Yeah.
28:03>> Yes, I I found the actual chart. This is
28:05the chart. It's like these dots. Each
28:07Each dot is 3 million people, and then
28:09all of the gray dots are like never used
28:12AI. All the green dots are like using
28:14the free version, and then yellow is
28:16paid for $20 a month, and then red is
28:18using the coding. And this is like
28:20everybody. [laughter]
28:21So, it's deliberate.
28:23>> everyday. I mean, like we just started
28:26and you guys are talking about the
28:26clipping side of things, and like we
28:28just built an in-house clipping
28:29infrastructure that I built in like 48
28:31hours, because like Z, I have a software
28:33development background. So, a lot of
28:34people don't even know that, but it's
28:35like I've got a software development
28:37background, which this is only amplified
28:39my ability to go and spin stuff up. Like
28:41my GitHub's never been so active, and
28:42it's like oh, I just have an idea, I can
28:43just go make it in like a few hours.
28:45With like level of depth that I could
28:47have never made in five years.
28:49>> It's crazy, bro. It's like people always
28:50ask how do I get to be like the top 10%?
28:52How do I get to be the top 5%? You just
28:55look at Look at the chart. It's like
28:56literally right now you have the
28:57opportunity to do something that a lot
28:59of people are not doing and improve
29:01yourself 10x. Like right now, today.
29:03>> Literally.
29:04>> Like this minute. Like it's crazy. It
29:06might be the [laughter] best thing ever.
29:07The people that are watching that are
29:09currently unemployed, that might be the
29:10[ __ ] best thing that could have ever
29:12happened for you because you can quite
29:13literally commit all of your time
29:15>> Bro, yeah. [laughter]
29:16>> Literally. As you should.
29:17>> The window The window of time and
29:19opportunity is currently shrinking. Like
29:21Like you said, five Whether it's five
29:22years out or one year out, it's not We
29:24don't have a ton of time,
29:25>> Well, I also got a crazy thesis that AI
29:27is going to become like a a rich
29:29person's game at some point.
29:31>> Let's hear it.
29:32>> So, I cuz if you look at the data right
29:34now, the amount of subsidized compute
29:36that these companies are giving the
29:37average user is like through the roof.
29:39So, for the average Claude user, every
29:41$200 sign-up is spending upwards of
29:43$20,000 per month on compute. The
29:46average $20 user is spending 2,000. So,
29:48when you start to break that down, it's
29:49like you're going to reach a point where
29:51you can't subsidize as much anymore
29:53because these companies have to be more
29:54profitable. So, whether it's ChatGPT
29:56going ads or Claude removing Claude code
29:58from the $20 subscription, they
30:00ultimately have to figure out a way to
30:02make these revenue positive, right?
30:04>> Mhm.
30:04>> So, that's like the main thing I think
30:05about is like at some point, the best
30:07models are only going to be able to be
30:09accessed by the people with the most
30:10money. And that's like you even look at
30:12this Mythos model, right? Like the
30:14Claude
30:15>> Mythos that's got everyone scared?
30:16>> Yep.
30:16>> That thing is the thing where it's like
30:18people have access to it, we don't, but
30:20there's people with money who do.
30:22>> Yeah, I was going to say the exact same
30:23thing. It's already happening now with
30:24the the Mythos model that that Claude
30:26has. I agree. It's It's like I think the
30:28one
30:29like optimistic part of it is how much
30:32cheaper each model is getting like as as
30:34time goes on. Like right now, the cost
30:37to use the best model in 2022 or
30:39whatever it was is like way way way way
30:40lower now than it was back then. So,
30:42that's the good thing, but I do think
30:43it's going to be like there's cer- only
30:46certain people and certain corporations
30:47that can use the best models. I 100%
30:49agree with that. It's 100% true.
30:51>> Easy, you saw us talk about this. The CL
30:53have nots
30:54>> Yeah.
30:55>> have
30:58>> It's like everybody who owns owns all
31:00the [ __ ] compute and the AI is just
31:02it's it's a rich man's game. Yeah,
31:04that's
31:04>> And it's only going to get worse. Like
31:06that's the reality. Like the best access
31:07to this stuff. So, it's like if you can
31:08get access to it now, use it because
31:10that's going to change.
31:12>> Yeah,
31:12>> [laughter]
31:12>> for sure.
31:14>> Like
31:14>> You can't tell me everyone's going to be
31:15able to have this level of ac- For 200
31:17bucks a month, it sounds like a lot, but
31:18what you can achieve for $200 a month
31:20significantly outweighs the cost.
31:21>> People are struggling to invest in these
31:23opportunities cuz they're not being made
31:25public until, you know,
31:27all the rich people get in. So, it's
31:28already is
31:30>> [clears throat]
31:30>> pretty much turning into a rich man's
31:31game.
31:32>> Oh, absolutely. But, I even think like
31:34going down that rabbit hole for like
31:35investing in the best AI model, it's
31:37like I don't need to invest in Claude or
31:39OpenAI. I don't want to invest in them
31:40at a trillion dollar market cap cuz like
31:42I think equity top is when all these
31:44companies IPO near the same time.
31:46There's a race for these AI companies to
31:48IPO. That's the current race that's
31:50happening because there's not enough
31:51capital in the market to sustain SpaceX
31:53at a trillion, OpenAI at [laughter] a
31:55trillion.
31:56>> We saw that happen in cryp- We saw that
31:57happen in crypto even when markets were
31:59super bullish for a long time.
32:00>> Coin- Coinbase's IPO was the top in
32:02April [clears throat] 2021.
32:03>> But, even like even even tokens like
32:05getting in pre um
32:07you know, like like pre-sale.
32:09Like so many so many like coin launches
32:12and project releases and stuff like
32:13their all-time highs were um were
32:16pre-sale.
32:17>> Yeah.
32:18>> Yeah. And that whole meta played out and
32:19everything else. And I think the same
32:21thing will happen with equities. Like
32:22the PE ratios are so nuts right now. And
32:26I'm just like, okay, there will be a top
32:27at some point. And I mean the big
32:30you The driving factor right now is like
32:31midterms, too. Like you have midterm
32:32elections. And for those unfamiliar with
32:33like the way that the politics system
32:35works, too, is you need a good economy
32:37going into midterms, at least on the
32:39market, for people to want to try to bet
32:41the incumbent. So, like Republican House
32:43and Senate is largely driven by
32:46a good economy. So, like you want the
32:48market to be all-time highs going into
32:49midterms.
32:52>> Yeah. Have you like with the I know you
32:54did some stuff with the prediction
32:56markets in that lane. Have you been
32:58following like the the NBA playoffs or
33:00any of that at all?
33:01>> Of course, dude. Yeah, so I played I
33:03hooped in college for a year.
33:05>> Oh, really? Where where'd you play?
33:07Really?
33:08>> It was a small small It was a small D2
33:10school. So, yeah. It's uh
33:12>> Did you ever play with Fred?
33:14>> Yeah, me and Fred played one-on-one. He
33:15cooked me, though. I was pissed. I was
33:16so out of
33:17>> [laughter]
33:18>> I was so out of shape from being
33:20chronically online in '21, '22, and I I
33:23was confident I could beat him. We
33:24played, he cooked me. And I went on this
33:26crazy weight loss journey right after
33:29where I cut like 30 lb cuz I was like,
33:31"Fuck this. I'm so out of shape." Got
33:32back to dunking, all this stuff, and I'm
33:34like, "Don't ever end up playing
33:35together
33:376 ft, 6'1".
33:38>> And you can [ __ ] yam it?
33:40>> Yeah.
33:41>> Wow.
33:41>> For real? [laughter]
33:42>> Oh, [ __ ]
33:42>> Oh, yeah.
33:43>> That's that's fun.
33:44>> I'll send you a video of it. I saw a
33:45video
33:46of me like even recently. I still I hoop
33:48three, four times a week right now.
33:49>> Yeah, we have we have we have runs
33:50three, four times a week in LA if you're
33:52ever in LA, seriously. Hit hit me.
33:53>> 100% I'd love to play.
33:54>> Luka came and played. Luka PudgeyPants.
33:56>> That's my guy. I used to play with him
33:57in Miami. Uh we played every single
33:59Saturday, Sunday. We played
34:00>> They're good runs. They're good runs.
34:02>> That's my guy. So, that's funny. But,
34:04yeah, so I've been watching I had a
34:06position on the Timberwolves to win the
34:08chip. So, when they beat the Nuggets, I
34:09sold out of that cuz dude, it was like
34:10sub-a-cent. But, the the prediction
34:12market stuff, even the finance on
34:14prediction markets are way more
34:15interesting. You can trade up, down
34:17daily markets for equities.
34:19>> Yeah.
34:19>> So, like today, I bought up on Nvidia
34:22last night at 40 cents right after they
34:24announced a deal, and they they closed
34:26today plus 3%. It was like one of the
34:28few green tickers. So, like you can find
34:30these opportunities. It's almost like a
34:31same-day option on prediction markets.
34:33And there's decent enough liquidity that
34:35you can make a few thousand a day
34:36if you're good with equities where
34:37they're so mispriced where I'm like, you
34:40can watch the premarket, watch the open,
34:42see what the directional bias is, and
34:44take a swing on it. And I've been doing
34:46fairly well with those. So it's fun to
34:48find these opportunities in prediction
34:49markets because your counterparty is
34:50another person. So I'm like, that's way
34:52more interesting versus options
34:53contracts and shares. You're either
34:55buying from a fund or selling to a fund.
34:57I'm trading against another human being
34:58who thinks Amazon's going to go down
35:00today even if all the all the metrics
35:03>> are through the roof.
35:04>> Yeah, I was going to say like probably
35:06trading the those certain prediction
35:08markets is like a lot easier than
35:09trading against the people who are
35:11constructing these options cuz like the
35:12people building the options, they don't
35:14really lose, [laughter] bro.
35:16>> They never lose.
35:16>> They never lose.
35:17>> You want the contract you win. It's like
35:19the counterparty on a on a parlay. If
35:21someone takes a parlay, that's why the
35:22house That's why casinos crush cuz
35:24parlays are so EV negative. On
35:26prediction markets, I can go trade us
35:27Like dude, I I play options on there all
35:29the time cuz I don't have to buy or not
35:31options, I play earnings cuz I don't
35:32have to buy an options contract.
35:33>> My dad was a bookie. My dad was a
35:34small-time bookie out of Boston and I I
35:37heard him on the phone constantly
35:38collecting money from people talking
35:39about this, talking about that. And
35:41yeah, that's how he made all his money.
35:42Parlays. He And he always taught us
35:45cuz he was a [ __ ] degenerate gambler
35:47himself, so he couldn't tell us not to
35:48gamble, but he was like,
35:49>> [laughter]
35:50>> "Don't ever do parlay. Parlays are
35:51sucker bets, and that's how I make
35:52money, and that's how everyone in in
35:54this industry makes money."
35:55>> Bro, the Sixers
35:56>> number one way.
35:58>> Bro, the Sixers beat Boston in seven,
35:59bro. And I would we're playing the
36:01Knicks now.
36:02>> Go go [ __ ] yourself, buddy.
36:04>> [laughter]
36:05>> What are we What are we trading or what
36:07are we trading?
36:07>> So Sixers right now, I think I'm going
36:09to take them tomorrow. They
36:11uh I think they're down two against the
36:13Knicks.
36:13>> points.
36:14>> They're
36:15uh favored. It's basically flat. I think
36:18I'm going to take Sixers to win tomorrow
36:19cuz we're We're down two. We can't lose
36:20three in a row. That's crazy. It's
36:21impossible.
36:22>> Is is Embiid back?
36:24>> I don't know if he's back. I know he was
36:26hurt.
36:26>> But OG went down. OG Anunoby went down
36:28on the Knicks late late late in the game
36:30last night. Uh I think a knee injury,
36:32small tweak. They haven't announced if
36:33he's injured or not, but I think that's
36:35like a pretty solid because if he's out,
36:37he was a big reason the Knicks came back
36:39in the fourth last night.
36:40>> I saw some clips talking about you
36:41talking about Polymarket, trading on
36:43Polymarket.
36:44>> Yeah.
36:44>> I mean doing doing pretty well there.
36:46>> Yeah.
36:46>> It's dude, Polymarket is fun, man. I
36:48just The big thing for me is just that
36:49it's the counterparty is the most
36:51interesting part is who your your
36:53opposite party is and who you're trading
36:55against is another person. I know funds
36:57are getting involved, but there's still
36:58so many mispriced markets.
37:00>> Yeah. Yeah.
37:01>> And I'm like
37:01>> Yeah.
37:02>> this is
37:03>> I mean Anthropic to flip BTC was at 20%
37:05last week. It's at 50 now, which is much
37:07more
37:08>> Yeah.
37:08>> you know, appropriate. I still think
37:10he's [ __ ] slammed that, but 20%'s
37:12that's ridiculous, obviously.
37:13>> Yeah. Oh, yeah. It's pretty wild. I
37:15mean, that's the thing is there's just
37:16so many opportunities on there for any
37:17market. Like dude, I know I have people
37:19I know that are just like adamant they
37:20trade Netflix top show of the week
37:22markets because they're just obsessed.
37:24>> It's just cool. It's just cool to be
37:26able to trade what you know, right?
37:27>> Is that a thing? I didn't even know it
37:29was a thing.
37:30>> The barrier to entry and and what
37:31stopped a lot of people from like
37:32investing their money into [ __ ] is just
37:34a lack of like understanding or a lack
37:37of interest in like traditional finance,
37:38whatever. But if you're a [ __ ] person
37:40who sits around and watches Netflix all
37:42day, you probably know more than the
37:43average bear about what the [ __ ] top
37:45Netflix show is going to be. You might
37:46have a little bit of alpha and you might
37:48be better equipped to trade that market
37:50and that's why Polymarket's
37:51I feel like
37:53a great product and and needs to exist.
37:56>> Yeah.
37:56>> There's just a market for everything, no
37:57matter what you're interested in.
37:59There's something that you can find an
38:00opportunity on. There's people who crush
38:02Spotify top like artist markets and it's
38:05just finding the the the vertical you're
38:07interested in and becoming obsessed with
38:09it and you can make money on it, which I
38:11think is awesome. Like it's just make
38:12money online.
38:13>> I see like rappers new albums, who's
38:15going to be featured on it. If you're
38:16really deep in that and you're in the
38:17Discords and [ __ ] and you find out two
38:19guys are [ __ ] arguing with each other
38:20and beefing with each other before
38:21everybody else, but they're expected to
38:23be on the album, but you know they're
38:24not going to be. It's an opportunity to
38:26somebody who's in like the a niche
38:27community. There's just all types of
38:29opportunities like this. It's likely
38:30that no matter what kind of niche
38:32interest you have or community you're a
38:33part of, there's an opportunity to trade
38:35against that information and
38:37understanding that um somewhere on
38:39Polymarket.
38:40So we got Sixers we got Sixers winning
38:42tomorrow. What else what else is going
38:43on in the in the playoffs?
38:44>> Um I know I'm actually Is uh is Ant back
38:48on the Thunder Timberwolves?
38:50>> Ooh, I don't know.
38:51>> Is Ant back? If Ant's back, I low-key I
38:53don't know how
38:55um
38:56>> Yeah, he is.
38:57>> He's back? He's back? Yeah, I low-key
38:58wanted to take them.
39:00I low-key wanted to take them to beat
39:01the Spurs. I know that's a super tough
39:03match-up for them, but I like the
39:04Timberwolves a lot though. I like I like
39:06Ant a lot. I like other dude Jaden
39:08McDaniels. I just really like the team.
39:10I think they're they're uh
39:11>> The team's fun.
39:12>> They're fun.
39:12>> a lot of fun. I mean it's They got a lot
39:14of the right pieces with Randall.
39:16Obviously it's like their their team's
39:17good and they match up really well. They
39:19obviously do The tough part is Victor
39:20Wembanyama is a beast, but if you want
39:22The The thing I'm trading tomorrow is
39:24the Wendy's earnings. I think Wendy's
39:25beats tomorrow on Polymarket.
39:27>> Wendy's?
39:28>> Yeah, the fast food.
39:30>> Wendy's nuts are in your mouth.
39:32>> [laughter]
39:33>> I was waiting for it. I was waiting for
39:35it. But I think they beat earnings
39:36tomorrow. It's at like 80%, but
39:38McDonald's absolutely shattered, so I'm
39:40like yeah, they'll tail.
39:41>> Yeah, we we've been talking a lot about
39:42like the the AI trade and tech and all
39:45these different things, but I feel like
39:46what's kind of under the radar right now
39:48is like a lot of the different consumer
39:50consumer plays. Like we haven't really
39:51talked as much about them. I'm I'm
39:53curious like I don't know if you have
39:54any thoughts on on those sectors. Me and
39:56Banks have kind of talked a little bit
39:57about how we think like the IRL
40:00relationships are going to start to
40:02change and people are going to start
40:03investing in interesting things there. I
40:06just feel like the pendulum has swung so
40:07far to the online communities and like a
40:10lot of people are feeling that um
40:13like lack of companionship and like lack
40:15of friendship in a lot of different
40:16ways.
40:17And we know that like something new is
40:18going to pop up or something more
40:20interesting is going to pop up like
40:21around how people come together in in
40:23different ways.
40:24>> Gary V had an interesting comment on it.
40:26I think he was either on TBPN or
40:27monitoring the situation and he
40:29commented on it. It was like he wanted
40:30to make a restaurant or
40:32uh like an experience where you go in
40:34hand your phone over and sit at a
40:35communal table.
40:36>> I love it. I love it. I've talked about
40:37I've talked about events um and like
40:39music festivals like unplugged where you
40:42go and you turn in your phone and
40:43there's no phones allowed. There's no
40:45>> I don't know why they haven't done that.
40:46Like comedy shows make you they're
40:47adamant no phone. Like hard no phone at
40:49comedy shows.
40:50>> And by the way, comedy shows to this day
40:52I every time I go to a comedy show I
40:53tell myself I need to do this bi-weekly.
40:55It's like when you get a massage, you're
40:56like, why the [ __ ] don't I do this more
40:57often?
40:58>> I just saw Shane Gillis in Chicago and
40:59it was awesome.
41:00>> There's nothing better. There's nothing
41:02better. It's one of the absolute best
41:03real-life experiences uh that has held
41:06>> It's not everyone holding their phone up
41:07like at a concert or a festival.
41:08Everyone's got their phone up and you
41:10see the lights from the phones more than
41:11anything else. There's not a phone up in
41:12that entire place.
41:13>> And these [ __ ] are real-life
41:14funny. There's something about stand-up
41:15that really hits different when you're
41:16in person. It's it's it's a good time.
41:18>> Yeah.
41:19>> Um
41:20Yeah, no, I love that. I think I think I
41:22think along the same lines, I don't
41:23know, 80% of all venture capital has
41:25gone straight into AI over the last
41:27year, I think. It's [ __ ] insane.
41:30There has to be some sort of opportunity
41:32on the other end of the spectrum.
41:33Um
41:40Easy, you said you hoop.
41:42>> Yeah.
41:43>> I need to show you this clip. I have to.
41:46Because we hooped last night and there
41:48was um
41:51there was something that happened and
41:52there was stirred up it stirred up it
41:53stirred up a ton of controversy.
41:55>> Okay.
41:55>> [laughter]
41:57>> between me and the uh
41:59the other guys.
42:02>> I think I know he wants to he told me
42:03watch this.
42:06>> You heard him. He called it a travel.
42:08>> No, pivot foot's down.
42:09>> Thank you, brother. Thank
42:10>> Pivot foot down back
42:11>> How the [ __ ] is that a [laughter]
42:12travel? Are you crazy?
42:14>> It's a travel, bro. You switched your
42:15pivot foot.
42:16>> No, I did not.
42:17>> You switched
42:18>> [laughter]
42:19>> You switched your pivot
42:20>> No, I did not.
42:21>> Go go slow
42:23go slow mo go slow mo.
42:26>> This you could debate this first one is
42:28a travel because my my foot did did
42:30>> Back foot comes up.
42:31>> Hey, I'm not talking about that though.
42:32I'm not talking about that.
42:33>> Yeah, I know you're not talking
42:33[laughter] about
42:34And that's not what I got called for
42:35traveling. So we're going to focus and
42:37and and pay attention to what I
42:39[laughter] actually got called for.
42:40How do I get rid of this [ __ ] bar?
42:42Okay.
42:43We're going to go frame by frame.
42:45>> [laughter]
42:45>> Okay?
42:48Ready?
42:49Okay, pick it up.
42:51Left
42:51>> This left foot is
42:52>> Left is the pivot. Left is the pivot.
42:54>> Left is the pivot. You're not lifting
42:55>> And then
42:55>> You do not lift it.
42:56>> You switched.
42:57>> It's still planted.
42:58>> No, you switched.
42:59>> [laughter]
43:00>> You switched.
43:02I told you.
43:03It's a travel.
43:07>> [snorts]
43:07>> That's travel.
43:08>> [laughter]
43:08>> I'm sorry, brother. I had to.
43:13>> [gasps]
43:13>> Cuz
43:14>> It's crazy. I I got [laughter] it I got
43:15it over on you originally initially.
43:18>> You [clears throat] did.
43:18>> People swiped up. I posted it on
43:20Instagram and so many people swiped
43:21[laughter] up. They're like, "Nah, bro.
43:22That's pivot. That's not a travel." This
43:24and that.
43:25>> I watched it I watched it a few times.
43:28>> I was going to ask Tristan about it.
43:31>> [laughter]
43:31>> That's so funny.
43:33>> It was close, yo. It was close.
43:36>> I swear to God I fought tooth and nail
43:38against this being a travel up until
43:40this moment. It was a travel.
43:41>> [laughter]
43:43>> I actually can't believe it.
43:45Yeah, it might have been travel.
43:47>> Yeah, it was. It was a travel.
43:48>> That was a [ __ ] travel.
43:49>> It was close though. Like I could I
43:51could see how you argue it's not for
43:53sure.
43:53>> Yeah.
43:54>> For sure.
43:55Yes, now it was.
43:58Great defense though.
43:59>> It was close. It was close [laughter]
44:00though. It was close.
44:03>> It was close.
44:04>> If I got If I got that other foot down
44:05before I brought the ball up Like
44:07>> Yeah, exactly. You didn't even need like
44:09one more dribble.
44:10>> You got four guys on you there.
44:11>> I mean, him calling that travel though
44:13is [ __ ] crazy. I was ready to fight
44:14him over it. I was like, "Are you
44:15[ __ ] [laughter] crazy? You check the
44:16[ __ ] ball."
44:17>> In pick up, that's that's a wild call
44:19pick up.
44:19>> It was insane. By [laughter] the way, by
44:21the way, the kid recording it goes, "It
44:22wasn't a travel. I have it. Come watch
44:24it." And the kid who called it was like,
44:25"Nah, [ __ ] that. Just check the ball."
44:27He didn't even want to go watch it.
44:28>> It was a close call. It was a close
44:30call.
44:30>> That is [snorts] [ __ ] funny, bro.
44:32>> Are we wrapped on the Poly Market uh uh
44:35basketball [ __ ] or you guys want to keep
44:36going on the um
44:38the playoffs?
44:38>> Tomorrow.
44:40>> Playoffs are over.
44:40>> I think I think I think so.
44:44Um
44:45What else do we have anything today?
44:47Like who's playing today?
44:48Who's playing right now?
44:49Is there anything live going on?
44:51>> Yeah.
44:53>> Uh Cavs-Pistons.
44:55>> Cavs-Pistons?
44:55>> Pistons up eight.
44:56>> What Cavs-Pistons?
44:57>> Pistons are up eight.
45:00>> Let's see.
45:03Cleveland-Pistons. Who's Who's Who's
45:05nice for Cleveland right now? That's
45:06[ __ ] um what's Donovan Mitchell?
45:08>> Donovan Mitchell.
45:09>> Yeah, Donovan Mitchell.
45:11Detroit was Were they the one seed?
45:13>> Yeah, they're the one seed.
45:14>> They're the one seed.
45:15>> crazy cuz Cade was hurt for like last 15
45:16games.
45:17>> And he's back now?
45:19>> Yeah.
45:20>> I think Detroit takes this, bro. I think
45:21we might This is like This is a freebie.
45:23>> They struggled with the Magic, which was
45:24crazy, but the Magic were playing out of
45:26their minds.
45:28>> Yeah. I know. Yeah, that That was like
45:30the eight the first time that they
45:33like a while that they're they're
45:34playing so well.
45:35>> crazy.
45:35>> Yeah. That's a weird match up though,
45:37Pistons and the [ __ ] Magic. Like
45:39that's that's [ __ ] weird.
45:41>> Yeah, it's a tough match up, and they
45:42don't see each other a lot during the
45:43regular season.
45:45>> Bro, I watch a football way more than I
45:47watch basketball. Football I watch every
45:49game. Basketball it's like when it comes
45:50to the the playoffs,
45:52I'll watch that, but like I don't really
45:54watch a ton during the season.
45:55>> Dude, I'm a sad Jets fan, so it's tough
45:57to watch football, man.
45:58>> Who do Who do y'all draft? That's That's
46:00awful, by the way. I'm sorry.
46:02>> Yeah, no, I got the name it jersey
46:03literally right here.
46:04>> Oh, [ __ ] That's hard.
46:06>> Yeah, it's I don't even know who we
46:08drafted, bro. I've been so like I watch
46:10every game and I'm still just
46:11disappointed. I'm just like, man, we are
46:12terrible.
46:14We'll see how it goes.
46:15>> I thought when when you guys got Rogers,
46:16I was like, okay, their defense was
46:18decent for a little bit. They got
46:19Rogers.
46:20And you had a you had a good you had a
46:22receiver, too. Is it Garrett? That was
46:24decent.
46:25Yeah, I was like, okay, that that might
46:26be decent and then he got hurt like
46:28immediately.
46:29>> Yeah. It was [laughter] ugly, man. It
46:31was ugly. It got ugly quick for us. It
46:32usually does, so.
46:34>> Yeah.
46:34>> It is what it is. It is what it is.
46:37>> I'm hyped for football this year, bro. I
46:38think I think my Eagles are going to be
46:39good.
46:40>> I think so, too.
46:42>> I think they're going to be good.
46:47Yo, should we should we do the [ __ ]
46:49the Omegle [ __ ] bro?
46:51>> Sure. Are we through everything else?
46:52We're we're good on everything else?
46:54>> I think so. I think we hit.
46:55>> We could do that.
46:56>> I think we hit.
46:56>> Yeah, [ __ ] it. Let's do it. Let me see
46:58you.
46:58>> Bro, you know Omegle is easy?
47:00>> Uh that's just like video platform,
47:02right?
47:02>> We'll watch a clip. We'll watch a clip.
47:04>> Not Omegle, bro. I used to damn, was it
47:06that [ __ ] What was that [ __ ] called?
47:07Omegle back in the day?
47:09>> No, what's Omegle?
47:10>> Bro, I used to be on Omegle. Omegle used
47:12to be [ __ ] fun, actually, back way,
47:14way, way back. That's a throwback. I
47:16forgot that was even a thing.
47:18>> Here, let's watch let's watch it. Let me
47:20pull it up.
47:22I'll watch it with you.
47:23>> Oh, this is the Mog thing.
47:26>> [laughter]
47:27>> Why is he
47:28I think they're going to kissy face. Set
47:30the camera.
47:31>> Cuz they're [ __ ] they're good at what
47:33they do, man. Jason's a great really
47:35good streamer.
47:39It's like lagging.
47:43>> [music]
47:49[music]
47:53>> Yo, yo, where is that? Dude is using AI.
47:55He's using AI.
47:57Yeah!
47:58>> [screaming]
47:59[music]
48:01>> Yo, Jeff, what AI is he using?
48:03>> X is the best. We need him on the show.
48:05We need him on the show, for sure.
48:07>> Your job. [laughter]
48:07>> They're using AI. They're using AI.
48:09>> We got them. We got them.
48:10>> This is it.
48:13Yeah!
48:15>> They run it back instantly.
48:26>> [music]
48:32[music]
48:35>> What the [ __ ] is X 22 doing?
48:37>> You're out.
48:38>> What is happening?
48:39>> What did you
48:40>> You're holding it up.
48:42>> No, no, like what the [ __ ]
48:43>> [laughter]
48:45>> That's really funny.
48:46>> What the [ __ ] bro?
48:47>> So, do we do it? Is that how we're going
48:48to wrap the show? We do that and then
48:49wrap?
48:49>> I think I think
48:50>> You guys should do it You guys should do
48:52it, too, for CT. You guys do it against
48:53each other. I'll
48:54>> You guys do it.
48:55>> I'm going to do it myself on the
48:56>> Me and Z will do it.
48:56>> How the [ __ ] what It's what's It's
48:59Omegle is the site, right?
49:01>> Yeah, I'm going to I I think I just
49:02>> Then we got to send I'm going to send
49:04you the Hold on, I'm going to send it to
49:05you, Easy.
49:07>> All right.
49:07>> Yeah, you guys do it first. I'm going to
49:09take a piss, and then me and Z will wrap
49:11it up on that.
49:16Z, just share your screen when you're
49:17ready to do it with him.
49:19>> All right, let's see if I can.
49:22This [ __ ] is so funny though. Like who
49:23who made this, bro? This is the most
49:25zoomer [ __ ]
49:26>> ever
49:27>> Oh, was it using AI?
49:30Enter the arena.
49:35>> One sec.
49:38>> Blink it says blink eyes.
49:41Okay. I think I think I'm locked in. Do
49:43I need to lower this [ __ ]
49:45mic?
49:47>> All right, it says I'm checked.
49:48>> 1v1 arena
49:50Okay.
49:53Uh
49:55Oh, private room. Here we go.
50:00>> Oh, wait. I think I went to the wrong
50:02thing.
50:07No, [laughter]
50:08I was about to do a [ __ ] random with
50:10somebody.
50:10>> I just sent you the code. Join the
50:11private room.
50:12>> Okay, hold on.
50:14Oh, wait.
50:15Uh
50:25Uh
50:28Okay, I got it.
50:30>> All right, let's see.
50:41>> Oh, man. [laughter] Here we go. Bro, if
50:43I lose this, I'm going to be pissed. I'm
50:45going to be I'm going to be I'm going to
50:46be pissed, I'm going to be pissed, by
50:48the way.
50:49Pissed.
50:53What do we do? Do we just like
50:55look at the [ __ ] screen?
51:06>> Dude, this is [ __ ] hilarious.
51:10This is [laughter] so stupid.
51:13We're really 40 years old.
51:18>> What?
51:19>> [laughter]
51:22>> No [ __ ] way.
51:27Why it's brutal. This is a brutal It's a
51:29brutal hit right now.
51:31>> That's [laughter] actually genius. Z,
51:33send send me the same [ __ ] on um
51:35>> Oh, no, yeah. Hold on.
51:36>> on my Telegram.
51:37>> I got you. I got you.
51:38That's so [ __ ] up, bro. I'm sick. I'm
51:40sick right now. I'm sick.
51:43>> That's crazy. I got to hop off, boys.
51:44[laughter]
51:45Appreciate you.
51:46>> Yeah, appreciate you. Appreciate coming
51:47on.
51:48>> Oh, it's absolutely
51:49>> Easy series of thanks and
51:51>> And we're going to have you You should
51:52be a regular guest on the show for sure.
51:54>> Any time.
51:55Once a week, pop in for 10 minutes. It's
51:56going to be chill. We're We've been live
51:58now, Z, for like 4 hours and I like this
52:00this I like this. You know what I mean?
52:02I like this.
52:02>> you guys.
52:03>> Yeah, peace.
52:04>> All right, bro.

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