40:19 Where's your jingle, man? This is a perfect time. Yeah actually funny thing... Funny you'd ask about that as I yakk As you delay, so I can find it and then... I love what I do! Exactly So, but that's a chink in the armor of the AI craze. But what happened on CNBC and this was like a 20 minute segment Alex Karp did I don't know if you saw this he's the CEO of Palantir the company that somehow people believe has... I saw parts of this
40:58 He went nuts. It was great, he even said I'm going nuts! Yeah he said that but here i saw that part um you know people and we've had people who work at Palantir email us with boots on the ground it's like they're not even really an AI company You know, they sit on top of Oracle databases and all kinds of other stuff. And they have some proprietary...and they've been doing this for a long time but somehow people believe that when you take Palantir and put your flock cameras in there and all the data centers They're going to control every single move and we're all gonna die! And Palantir which has got Jews in it They are going to control us all I read the documents as how it's also gonna go down But that is not true at all In fact
41:44 They, you know their applications sit on top of if anything AI. You know they sit on top of the large language models and he Think partially because their stock price has gone down because they don't have a sexy AI story I think that's why he's mad even though they're all billionaires. They've made so much money Oh, yeah heaven forbid Yeah But but what he said here was absolutely spot-on So the general way these things were sold against these people are Sam and Dario duck you there's nothing more fun than debating Dario in private So, I'm not throwing shade at them. I'm not throwing shade at them! Okay? But something has gone completely wrong and the basic view among enterprises in this country is... I'm gonna chill. Who's Dario? The CEO of Anthropic
42:37 He's complaining about open AI and Anthropic. And the basic view among enterprises in this country is I'm going to chillax and waste my time with tokens, I'm going to get no value and they're gonna get my IP. That sounds like shade! Not just shade it sounds like you're saying these... No, no, no, sorry this is reporting. Hold on can you stop it again? Yeah sure The one part about this interview that almost made me I don't know why he's gonna break something. At one point, this carp... This is an interview with what's his name in the New York Times or no, it was CNBC used to be The Sorkin Kid. Sorkin? Yeah Is it Sorkin? Yeah yeah It's the Sorkin kid Andrew Sorkin Andrew Ross Sorkin Oh! I'm sorry ARS Andrew Ross Sorkin Yes
43:32 Carp says, well I'm going to tell you something. The New York Times if they got a hold of that would never say this ever in a million years but i'm gonna say it because and then I know the New York Times...I hope they're not listening. I hope the Washington Post is not listening but I'm going to tell you something Sorkin interrupts him and asks another question oh yeah Oh No! Sorkin wants none of this What's wrong with this guy? Sorkin?! Yeah. Oh, it's his job to keep this going! It's not their job to report on... There is only one I think the old dude Joe what's-his-name? Joe Kiernan. I think he's pretty good dude, fly in the ointment yeah He is the Dvorak of CNBC and he sits there but you know he's not quite as abrasive But all the rest is like markets going down buy the dip Markets going up? You don't want to miss out! That's all they do
44:30 Yeah, CNBC is known as perpetual bulls. And that's okay but what he's saying here and I got five very short clips because the whole thing was 20 minutes So I think these are the key points. Here he is saying, hey this thing is bull crap That's basically what he said. ...tokens...I'm gonna get no value and they're gonna get my IP. Now that sounds like shade. Not to shade it sounds like you're saying these... No, no, sorry This is reporting. Okay And this is reporting... I'm doing your job Sorkin! ..that I've literally against my own interest called These are getting..like I'm profiting from this right?
45:08 Okay, so he's saying he's doing reporting here. It's good for his business and that's interesting that he is open about that but I'll just give you a preview what he's saying is that corporate America got the bill for tokens and went, okay this is not paying off. This is not replacing people it's costing more than the people that I want to replace this with and it's not actually... Hence the Ford clips you played previously Yes yes And its' really doing the job we were promised but in addition what's happening with my data? If I'm using open AI or Anthropx models are you just sucking up my data and using that well the answer is yes of course