Hello, everyone! We're on ToTheMoon. Technological news, Silicon Valley sites. We're going out on Sunday, and we're always four people. Qatar said he'd get one and two trillion. Only America has no money to sponsor it.
It's just centralizing power.
I mean, it's got to be Microsoft, Meta, Oracle, Amazon, Google, well, it's gonna be half a trillion. Very much used to a drone taxi. You have an OpenAI engineer there getting five million a year. There's no such thing in the world. For everything, for all that to get the results that America is getting, you have to pay ten times. The postpocalypse is some sort of thing, yeah.
Look, I want to start with this theme about this world, I think, market reform AI. And it goes on with the arrival of the Trump. The topic of the U.S. Ska-- was to start a law that had yet to be enacted by Baden about the fact that it was due to begin on May 15, the restriction on the supply and export of American chips. And that law was suspended. And then they said that there was a very interesting way of doing that from the American Minister that they, well, Mindeaux, means we're allowed to sell NVIDIA type everywhere, but we're gonna be there. To keep a close eye on who sells Huawei. And if, uh, some countries are gonna, uh, buy, buy Huawei, then we're gonna block them. And that changes the agenda completely. It was discussed that they would be supplied to Arab countries or to Saudi Arabia or to whom a million maps would be delivered, yes, a million NVIDIA chips. There's an OAE, which is completely unprecedented. Well, that's how big deals were impossible, not possible at all. And America chose what strategy? What they say is that when we ban, the whole world starts, the Chinese chips will be used, so let them use our chips. I understand that's a very funny subject. Let them use our chips when they get on them, we'll start to ban them. It looks like a Trampa. Here. And parallel to this topic, the news is that lobbying is coming. We'll talk about it. What do you think about this? I think it's a very strong indication of what the team is now. So the story is that they want to prolobate the law so that for 10 years, States, individual states in the United States, are not allowed to make decisions about artificial intelligence.
And it's not just artificial intelligence, it's almost like automating the soft, but just at the federal level, it's possible to pass laws that now take five hundred pieces of stuff that hang differently. All states could not, there could be no restrictions on artificial intelligence to limit any restriction to the federal government alone. Here. Interesting subject. With the $600 billion agreed to investments, again, $600 billion for those who owe money to understand how much money is invested in the USA. Saudi Arabia is six hundred billion. Qatar said that it would give one and two trillion investments in, well, not only AI, okay, investments in the US, right? The train has been set up in Arab countries. What do you say about this direction? The stock grew up, the NVIDIA stock was returned almost back.
Look, well, not back, but they grew up.
On the one hand, of course, it's not a market-oriented story, yes, there's no way we can, it's not allowed to go on. But it's there, it's probably the standard of our world. It's not gonna work like that anymore. But on the other hand, I want to add that this is China's confession. If it was about us banning NVIDIA, you're not gonna do anything, then it's just that if there's a ban on those technologies that are now, then China. I'm just capable of filling this portion that they want to close. It is a recognition that China is in fact able to make some of its decisions at an acceptable level on the market. Well, that's on the first part, and on the second part, again, the confession of China, right? When you say that the pop-- they want to stop individual states from making any decisions, it's just centralization of power. Well, actually, we're talking about it all the time, that China can take so much seven-mile steps and move fast, precisely because it's actually in a single place. And, in fact, there's no such thing as a state, some district might actually make some kind of decision. Well, it's good you've been pointing out about the MENA region. That's, uh, Saudi Arabia, the Emirates and the other. There's also a few news about OpenAI and Amazon, which also have a huge amount of money in this region, building the COD. I think it's all so interconnected news that there's an OpenAI want to build a data processing centre in the Emirates. And, in fact, the NVIDIA chips are being rolled up. Amazon, in fact, with Saudi Arabia, too, is a big project there trying to build. The infrastructure of these companies in MENA has been very active in the region.
Well, what do you think? That's from the point of view of AI America v. China, right? So China is still updating a very good model. I've been updating. There were some big updates in the Alibababa and Baidu models. Yes, they presented new powerful models just in early May, quite serious in the level we all know DeepSeek in the world, but there is still China ' s internal infrastructure. The chips are being created, and Huawei has made quite a cool chip.
And this step is made to make American companies more, more widely known.
I mean, in my opinion, the situation is very simple, that as much money in America ends and something should be done. And, uh, and this whole external debt situation is not helping, either, and we need to find a way to finance it. It's a government project for America. Only America has no money to sponsor it. I mean, basically, well, like the way Trump treats AI means they're gonna have to pour just a trillion of money, but the Bailen Democrats' trillion money has been spent on other needs. And now, well, you have to be very creative and act. Just use the State as an additional forcing power in a market economy, right? I mean, to promote the highest American technology products to be purchased everywhere, so that American companies can get more revenue and maximize the investment of American companies. So it's just another way, like, no other way, right? America, she's on her own, well, not very effective. America has historically not been very effective-- well, not very effective as investing in RSS with very much waste, but it has produced results. But it's only gonna be done with a lot of waste, right? I mean, like DeepSeek's resources in America, nothing can be done. And it is, and that is why, if resources are not available within the country, because the rate is huge, it is not possible to invest in a country with such a rate, it is necessary to look for external resources. investment, right? I mean, I think it's very, very logical steps, because if those same money went to China, then the game over. America, that is, they have power not to invest effectively, America has the efficiency that if we can give a huge amount of money, there's definitely one technology. But whatever, it doesn't mean that ROI is really good. I mean, if you just put a lot of money into America, like a visa situation, intellectual law and so forth, would allow venture capital, eventually, to come to what is going on. Probation technology. But there's no other way in America. Technology is not a centralized process in America and all. That's why it's the only way to win. And of course they use every opportunity.
Please write what do you think about the topic why the US and the US government lifted all restrictions on the sale of their chips and what is their plan? So how are you looking at this? The commentaries are very interesting to read about it. Listen, how do you think you're gonna be?
Look, now, like a dozen companies have said about half a million dollars in technology investment over the next five years. Such amounts of money are sounded like a phenomenal break from all, including China. I mean, it's not just money. I'm not just a little money here, but I think there's a game going on here, well, totally different. I mean, you just can't even build such infrastructure. Or, or this, or it seems, and it's just, or it's just a volume of money that's pumped.
Look, well, that's a very good question.
Look, well, that's a very good question, right? I'm just right now, really, just a google. So Microsoft spends eighty billion, they, well, whatever their plan is, spending eighty billion, eighty billion a year on the date of the centres. Microsoft is only one. We've got America, you need competition, or all people are gonna be totally lazy. No shit's gonna happen. I mean, Microsoft, Meta, Oracle, Amazon, Google, five players, actually, and Apple six. I mean, you've got the same thing to do. I mean, about half a trillion at once. And there's a hiAI that builds, well, it's gonna be half a trillion.
Well, Stargate, let's say we take Oracle there. Well, that's half-trillion, that's just business as usual. It's American, it's just business as usual, it's just finance. And I would. So it's a way to finance it either a cash balance of a company like Microsoft or it's external investments, because, uh, with the help of the state, it's all happening. But the State has no money, so they're trying to forget the production, but even half a trillion--
How much is the breakup? You're still talking, let's just forget it.
I think it just allows business as usual. It just allows business as usual. It just allows...
It's nothing special, it's the same thing that happened last year.
Well, you've got overspend a huge, of course, you've got overspend, you've got a big, you don't have any, you have an O.A. engineer in there getting five million a year. There's no such thing in the world. For everything, for everything, for getting the results that America's getting, you need to repaid ten times, ten times overpaid. But then you get the coolest technology in the world. But if there were no budgets, there would be no investment in the start-up ten times more than normal, there would be no salary ten times more than normal, nothing would have happened. I mean, it works like this. I mean, yes, and that's why, well, you can't say that, of course, it's huge money, they'll definitely let... I would say that it is a clear signal that China will not be able to play America in the next three years, because, well, as for all of these technologies, all of these technologies are clearly money. That's right. I mean, I'd be less responsive to DeepSeek or Babu.
I mean, with that kind of funding, America's definitely not gonna be behind.
Look, the interesting thing about you is, you're talking OpenAI. I read the paper the other day about how they hired former chapter Instacart, and she's a well-known man in the environment, yes, in the management environment, such cool managers that Instacart managed to take IPO and IPO. I kept her there on the profits and so on. And he didn't hire her, but, well, as a probable leader of new products. And I thought at that point that they had a crazy resource, but those people had to pay huge money. It's not $5 million a year or anything. And that's what you have to do, of course, with a lot of money and some big, interesting projects at the same time, why
would a man like that go there?
Yeah, yeah. I mean, well, I'm just saying that one of the leading laboratories has, like, a shorter, okay, I'll tell you straight that the xAI has more computer than the OpenAI and more than it's probably the Meta. I mean, like eighty billions of Microsoft is like a lot, and maybe not much. I don't have a full picture right now, but I just have some sort of cutting-edge rifles that there's gonna be some new gai center dates, right? There was this anon that there would be a new date for the centres and counting, well, that's more than what the OpenAI is spending now, right? And, but we don't know how much more and more. And what Stargate is a big project, obviously infrastructural, but we are talking about RTD worth tens of billions of dollars and infrastructure investments of hundreds of billions of dollars. I think that's what we're talking about, basically. And as it is, I see, all the Higsfields and all the other ones are just so monstrots that still need billions of dollars a year. It's just something that's gonna work out. Clear, clean, well, on the autumn.
No, it's just that if you don't put billions of dollars in these projects, it's not gonna work.
Yeah, yeah. Well, yeah, I guess. I mean, I think it's settled. So RPOD existing as a validated company. Just pay the wages, there, like some operating expenses, we're talking about dozens of billions of dollars, maybe there's not, like, fifty billion, but still tens of billions. If we do take Google's salary, OpenAI, and there's all the service infrastructure. Infrastructure is the hundreds we're talking about. And just like these monshots, that's all like the rest of the start-ups, you know, almost everyone else, it's just billions of dollars to support it. I mean, basically, to the starttups that came through, I don't know, 100 million ARRs, they're a little bit of a lot of them. And if you don't have 100 million ARRs, it's a monshot, after all. I mean, you might not be in business there. And that's where these monshots go, and they don't even have billions, and there's more than ten billion a year, just for the monshots.
I think that there are a lot of audiences watching, hearing numbers, billions and thinking, fuck!
No, well, it's overspend tough, it's a tough overspend. It's just what allows, it's how America works. I mean, I'm not saying that's right and that people work every penny that companies are American-effective, I'm not saying that.
I'm just saying, it looks like, based on the data we have, the situation looks like it.
What Arab countries are now making such crazy investments, including in their territories. Even that Trump went to Arab countries, I understand he had a subject there, but with him there was head NVIDIA Huang, Sam Altman was together. And the Saudi Prince said they'd be building a company called Humane. So, obviously, Mask was there. The mask was there, wasn't it? Which they're clearly planning to turn up a crazy infrastructure there, to do a huge amount of in-house projects in terms of artificial intelligence. How much can this region come to be in the world now? He's in general, yes, there's a model, there's a huge number of introductions. How can they, uh, become a third-centre like the US and China?
Oh, I think they're like-- they're having a really big Chinese investment, I understand, and it works on all sides. I mean, just, well, you have, and they're still making their crypt. Anyway, I mean, what could be, they're gonna be so shy of Switzerland, I don't know, actually, right? Well, some kind of neutral franchise in all directions... country, as it is. I mean, how someone should train, someone should be doing just a tripleg, yeah, like some kind of transfer from one pocket to another, like Switzerland used to. Maybe that's what countries in the region will do, right? I mean, maybe it is.
Well, they're not likely to be a product country, you know, I mean a country that produces technological solutions that are used worldwide by end-users, such as DeepSeek or there. Grok or ChatGPT.
Yeah, and Switzerland never did that either.
I didn't.
And Britain, when she was the capital of the world, she didn't do it either. And so just assuming that some new economy is being produced, maybe they want to be just in the middle of it.
Just in the cents at the center of the technology infrastructure.
I think it's in the center of technological infrastructure, yeah. I mean, assuming that, well, just like the dollar on the bank account is not the main propulsion, is it? Just that if there's--what's Switzerland and Britain, huh? Well, it's just built around the block that, like a dollar on a bank account, it's an engine of progress. Dollars need to be able to move effectively from one to another. And that is where the British, Switzerland and there are many islands, yes, where there is a crypto company, Hong Kong is built on it. And then you can assume that you, you know, can assume that the future economy is not the money, actually. I mean, money is important, but it's actually energy. And these GPUs, and these are robots, in fact. I mean, it's some posterior economy, I don't know, some kind of AI economy, something like that. And they just want to be this country that is as foxy as all these countries have been framing the dollar economy. So, at least from the point of view of energy, they're like the main pachiotor, right? I mean, there are crises, there's a year of eightie in America, and the geopolitical situation is now all up to the price of oil and, well, which are determined, including Saudi Arabia, in fact, yes, and OPEC. And that's just a way to assume that it's gonna grow up in a big story where you need energy, more types of energy, where you're gonna hurt these GPUs, GPU's hurt AI, AI's used for robots, right? And they might want to be in this new ecosystem of the future just like in the center. Maybe.
Well, their behavior is telling me.
Which means their new models are very good at dancing. And there's a c--tonight, uh, whole series of things, why robots don't start mass. Uh, well, one of them is a steady robot behavior, a different surface in a strange environment, a use, a different object. We talked about it a lot in different environments. And I looked at them. It says he wants to release next year, that robot will cost less than $20,000, there, at a million supplies. I thought I'd buy one of those right away. Here. I'll buy it right away, yeah. If he's still cleaning something, I'll buy it right away. That's enough. Now, now, there's a robot. You're gonna watch him dance or what? I'll watch him clean up something and watch my dog so that when I leave, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, she, Not that the dog will like it. Then you'll have a robot dog, too.
100 percent. And actually, I mean, I think I can answer the question, right? I mean, look, they're definitely building their own dates centers. That is a fact, yes, that the centers are being built in the region. Of course, they need their robot robot robots as a company, because with robots, it's a little bit, and it's harder that you need some sort of production. And they might want to just, like, have some company that can work with all the others, there, Optimus, and so on. They should not be at the frontier, but they should not compete directly with the United States and China in terms of an arms race. Their task with lagoons in six to twelve months is as good as the infrastructure as it is already, perhaps slightly optimized, even as it is in these two leading countries, right? It's just, well, most countries don't have that infrastructure at all, just not gonna happen at all. Well, in the sense of Africa, Latin America, Eastern Europe, they can't even claim it. Britain can't claim it. God bless, France will build. So we're talking about what's actually going on over again, if this is all going to happen, you're just gonna have China, the US, there's probably gonna be a little more than one China, the US is gonna be a little behind us. And in third place, it's just Saudi Arabia. That's it. This is the economy of the future. Maybe that's what it's gonna be.
France is fourth.
You said in a while, in how long?
Well, fifteen. Well, when these robots are everywhere, you know, 15 years, right? I mean, they're probably gonna have hundreds of thousands of robots out there somewhere next year.
Yeah, yeah, yeah. In 15 years, there will be a lot of robots.
Yeah. I mean, they'll be used. We don't know just, well, not that houses will be used, maybe more of them will be like... It's just humanoids, they may not be very practical, but somehow, the economy will look different. There's really AI going to be the one who's driving robots. And, uh, just, well, maybe this future, yeah, Saudi Arabia just wants to be one of the five leading countries, maybe three. I don't think they have an ambition to be number one.
And it's not physics, but it's, uh, not end-of-life physics. It's like a secondary link.
Yeah, I think it's more like... Oh, so they're building their own-- I mean, I think they're definitely building this team-- Humane is definitely not to make robots for physics. I'm sure they don't think that. I think it's easy for them, for them, the planning horizon of this company is ten to fifteen years. And I think it's the first thing that's manufacturing, of course.
Ilnar, did you want to say something about the robots?
Yeah, about Optimus, about your optimism about next year and less than $20,000. I just remember this whole Mask thing, it's gonna be five years later and it's gonna be forty-five. If there's any predictions to turn around, look at the Cybertrak story.
Yeah, yeah, yeah. Well, it's usually a prediction, there's a small amount of money to make, so, well, it's probably gonna be later. But I can tell myself that I have an internal feeling, and you look, you see. There's a lot of evidence in China. So, you and I have just shown that there are some peddies in Canada. A lot of start-ups now on all the little robots that drive. I'm curious about the dog at home, by the way. I have a lot of cameras standing there on the perimeter, somewhere inside the house, outside, and I missed some of the areas inside. My friend says, "Give me a little robot so you can get them somewhere, right?
And right now, your dog is still gonna freak out when he's seen and disappears right away, so, inside, just to see what's going on, yeah, if you're leaving and you don't know where she is. Look, the-- we'll just move a little into this close environment to a mass market. TikTok is launching this AI Live and a new tool to enable users to turn statistical photos into short videos by texting. Sasha, your subject. Question: is this a cool technology? Is this a cool technology or is it... They're saying it's a fast enough generation, there's some second, it's gonna come out.
Who are we talking about? Remind me, I don't understand.
TikTok.
I don't even know. TikTok AI what?
They're giving up-- I understand. How do you not know? They, they, they produce a new tool to enable users to turn statistical photos into short videos.
Oh, well, yeah.
Well, according to-- if Sasha doesn't know about it, it's nothing, right, okay? If Hill doesn't know about...
No, I mean, we're scared. So when they go to the publicity, it's the only thing, right? I mean, we're not entertainment. In the entertainment segment, they'll be entertained as they want. Oh, um, and in fact, I think that, I mean, never had any misconceptions that TikTok would not win B2C mark. I mean, I was in Snoopchat, and we were ahead of them, and then they were three years ahead of us, right? I mean, I mean, well, it's just that we've been ahead of them for two years on our feet, then we're-- two-- So we've been ahead of them for two years on our feet. Then 18 months later, we fell behind them by our same verb for two or three years. So, well, whatever the hell, you know, I mean, I mean, I'm not surprised. I mean, I'm the only one scared I checked fast, right? I mean, don't let God be new. So the main thing is, not making a decision is that Hixie still has a chance to grow up to 100 million ARRs. That's good. There's still a chance.
What if they let something out for the publicity?
It's scary.
It's hard to compete with them.
Yeah, but they're still, they're starting-- they're taking, so, the market in their segment or everybody starts to be kind of different-- why is that? I don't really know what the problem is.
The situation, I think is what happens, they have all the consumers of this world, but they don't have all the advertisements. So there's still a way to compete in the segment. Of course they're competing. There's a lot of apps that compete for anything, but professional use of a case, and in a consumer, it's not a chance. There's no single business compasser with the effects that it's worth 100 million ARRs that's a competitor of CapCut. Well, that's just not the case, it's not easy on the phone.
I don't think so.
There's no going to be anything. Game o-- game over. Yeah, it's over.
Well, unless there's any new infrastructure, there's something new to do for this new infrastructure.
Well, if it is, there's a first AI social media out there, but it won't
be there, so it's a long time, so even, you know, so, for the next three years, TikTok will definitely hold.
Look, well, now, it's really interesting to have AI in the world, I think they're trying anything. And now Amazon has a chip that you can have audio books and read the audio book by the pre-readed voices inside the system, yes, not an external computer. Or there Spotify added the function of an artificial intelligence dJ. And so he has a very different radio station for them, and there's a radio, and he can order a different kind of thing. And, well, so, standard boxes, we know them, they're a lot of them. And there's a case, so in Malaysia, the goddess of Ma Zou were put in a real temple. So it's a goddess, a sea goddess, so, in a real temple, it's been made of an artificial intelligence, and people could talk and pray together. And it was a real temple, a real temple. I mean, it's like this, I thought it was an interesting move. Now, it's all considered a joke, but many people see it as a joke. But when you have this goddess standing around at some point in time, you're not just gonna talk to her, I think you're gonna start talking to her like you're pastry and praying to her. some time. This is the normal real temple in Malaysia.
Is that how they just chat GPT in the form of a goddess or what?
Well, they're some kind of model that's connected. She has avatar, she has avatar, and she's, uh, we're gonna show the audience, and she's talking through this avatar, and she's got different information to ask her, and so on. Well, it's just that this case is personally marked for me, because it's still a field that seems unattainable in terms of, uh, it's very offline, right? Well, what's online? And if it were, I don't know, the city there or just some man, that's an annex that made it one. But when this traditional temple was set inside, it was so different.
And people are getting used to things. Here.
3VK. Here. Yeah. Sash, did you want to say something about this?
The only thing I have to say is that this is globally about everything, uh, globally about all the news, which I think is worth mentioning, is that Apple adds-- that Apple, uh-a-a-a, integrates Anthropic and the fact that Apple adds to the AirPods. I don't know, I just want to say that.
That unreal progress on Apple's measures is just a gun!
Yeah. Come on, let's talk about it.
Man, it's cooler than even, it's cooler than Trump, it's cooler than anything. Man, this is real progress.
Come on, let's get to AirPods. Translation to AirPods is me, to be honest, I still don't believe it, yes. But if it comes, it's just that the audience understands, yes. I mean, I came to the headphones, came to a conference where a man in Chinese is speaking, I'm calm, I'm automatically listening, right? That's a logic. If or not another person is also in the headphones, it is also done. This function has not yet been implemented. But at least for today, I haven't seen her, right? They might show her at their conference in July or when they do. Sasha, you can talk a little more about-- huh? They're announcing them to show her in July, they've been announcing?
No, there's no exact dates. Well, that's how they're with Apple Intelligence, which we're re-examining, and that's with simultaneous interpretation through AirPods.
But I think they'll do it. I think they'll do it. They have a lot of cool headphones, with a lot of different technologies, and they do a lot of research, analysts, all the other from the point of view of the disease, especially there, treatment and everything.
I think they should do that. Here. That's a great progress. Sasha, can you explain Anthropic progress more than what we discussed with you at the beginning?
What Anthropic is integrating into Xcode, I understand. I mean, it's very important. I mean, it's kind of super important.
Explain to ordinary viewers who
Yeah, explain.
Code, I mean, now, that's basically what, there's a dress--- that's, uh, IDE, that's like a platform visual.
The environment is so.
The design environment, yes. I mean, it's like a Photoshop only for the developers, to be a little more specific. Or like Word for the developers, yeah. So it's gonna be a good place to watch the code work fast, slowly, test it and a lot of code writing at the same time and so on. And the lead company in the generation code is Cursor now. They made an open decision fork and it was finalized. And the other one is like a way. There is, of course, JetBrains, with the roots of the CIS, which is also almost a mile-- that's been developing almost a billion a year. So. They, they kind of have their own this IDE, and they're working on AI. A, and Claude is like a foundational like a company that develops models that connect to different IDEs. And actually, well, Gugla and Epl's for production, for the application, they have their IDEs for them like mobile mottos. And as if Xcode was so aldscal, I guess it's the right thing to say. And what they're doing now is adding to AI, it's a very important step, so as the code for generation is 100 per cent of the meinstrim. One hundred and fifty percent of the mesh. It's like the first technology that went into the mass. And what's interesting for us is that it's probably interesting for us all here, as if the Cremen Valley rule was working again, that the-- that actually has only one winner. So the technology became mature enough. And then, the second player Venture bought the OpenAI for three billion, and the first player Cursor, he's almost earning half a billion revenue a year. They'll be out of the way now, all the companies that used to work in this space. It's just a rule, yes, that, as if there were billions of companies investing there, there were Poolside companies, the cofaunder GitHub founded a pool-- Poolside company. They've attracted hundreds of millions of evaluators in a few billion. Magic is the same. They didn't even produce the product, yes, I mean, well, it's straight. So they didn't produce the product, but that's, like, a conditionally, Cursor, with a half-Yard revenue. Oh, and then, well, there's NVIDIA, there's Cursor, I don't know, there, everyone's already using Cursor. It's just like a score, yeah, that's, of course, money's been invested in shit where it was. It's just, dudes, if Cursor has, that's so funny, that if Cursor has 500 million ARRs, there's no company with even five or eight. Here, Venture bought, no one, no even a player number two, ten times less, yes. If Lyft is like a second player after Uber on a taxi market in America, ten times less, but no matter how good a business, even a second player doesn't exist in the coding now. That's kind of super crazy. Well, you see, yes, that the incumbent is like companies like Apple, they already know it's time. And, of course, when a incumbent like JetBrains and Apple and Google, they add all AI to themselves, all AI functions, that's closing the possibilities for new start-ups, yeah. So the market is as good as in fact, it has actually been formed. And that's the most, obviously, the coding market, it's the oldest, because GitHub Copilot worked even before the GPT chat. So they're about to, uh-oh, uh-oh, now it's probably worth a google, and when they were, uh, first release date GitHub Copilot. It was October of the first year, yes. I mean, now we have, uh, May Twenty-Fifth.
So it's been four and a half years and it's been full, like the whole, so-called marker is already complete.
Sorry, three and a half years, yeah, I probably didn't say that. If I'm in a state of mind, three and a half years has passed, a total market rip, yes, it has. I mean, well, this is for us, like, the speed of technology development is actually now.
Hi!
They're growing up and they don't know what to do.
On the contrary, it's exciting, exciting. I think the kids that are now-- people that are now, maybe nine-- twenty, that's a fucking hard thing. You've come out, you've learned something. Shit, we gotta learn.
That's right.
Yeah.
That's gonna be sad.
That's right.
They'll live in another world by now.
That's kind of hard, yeah. I guess those who are twenty, twenty-two years now are, that's right, that's very interesting.
And count on them to lose two or three years in the coweed, they didn't develop social skills, well, because at least I think social skills are being built somewhere in 18 or 20 years, and they were at home, Yeah, there's a coward. And then AI. I mean, I've learned it all, like, a new one. I mean, it's hard.
I'm fine. He's still waiting and waiting. He's still a date center to see in 15 years at the beginning.
He's gonna have a robot dance next year, and then you'll never surprise him.
Ilon, don't let it down, do you?
Yes, Ilon, we're waiting for you.
What's the name of this film? "The man who's two hundred years old" or what? That's what it is?
There's a 200-year-old man, yes.
"Two-hundred-and-year-old man." Yeah, that's a wonderful movie about how the robot cares about kids, right? And what happens and what is the feeling, the state. Here's the opening, the movie was a discovery for me. Ten days ago, this friend recommended me. Yeah, it's gonna be a different perception for him if he has an optimus robot. And he's not as surprised as he is, I think, unlike the way the robot surprises the grandmothers
if they come.
Yeah, the same thing happened to the Internet.
Yeah, that's, uh, that's an interesting subject, by the way. I'm so used to a drone taxi, to see a drone taxi. So you're in San Francisco, just so much, right? And they're still competing there. They're going fast, sharp, straight. I mean, it's a surprise to you, like the usual cars and parking them, yeah, it looks fun. Have you ever seen the parking lot where they're charging? This is a very interesting place, they're driving between themselves.
It's actually just--
They're talking.
- I feel like you're a yes, you're just a little bit of a league, yeah. It's really tough, isn't it? They're sorting out each other somehow.
There's a canop, yes. It looks really fun. It's a very nice thing. And you get used to it, well, gradually, that as if it was an absolute rule for you. You know, it's developed in-- just literally in a few corners of the world, right? So now, it's technology, it's access to technology. So I wonder if this break with the real robots, what happens to him, what does that look like? That, of course, is...