Limitless Podcast

Ejaaz:
Nvidia just spent $20 billion to acquire a company no one's ever heard of,

Ejaaz:
and it's their biggest acquisition to date.

Ejaaz:
Grok specializes in a very unique type of GPU, which will help Nvidia gain an

Ejaaz:
even larger monopoly on the GPU stack.

Ejaaz:
But they're not the only ones making acquisitions over the last week.

Ejaaz:
Meta announced their 20th acquisition of 2025, Manus AI, which specializes in

Ejaaz:
their very own unique AI agent.

Ejaaz:
But I'm feeling pretty bearish about this. I think that this is one of many

Ejaaz:
pitfalls that Meta is going to face over the course of 2025 and 2026.

Ejaaz:
And in other news, Google has finally dethroned OpenAI at the number one spot for AI app being used.

Ejaaz:
It is top of the charts for Apple. We're going to be getting into all of these

Ejaaz:
and much more in this episode.

Josh:
Yeah, so let's get into Grok, which is not to be confused with Grok, the other Grok.

Josh:
One is with a K, which is the one that we frequently talk about, which

Josh:
is made by xai this grok that we're talking about today is

Josh:
g-r-o-q which is a totally different

Josh:
company that was just recently acquired by nvidia but

Josh:
we need to make an important clarification about the acquisition it wasn't actually

Josh:
an acquisition of the company nvidia does not own grok what it was is a non-exclusive

Josh:
licensing deal for grok's inference technology and a big acqui-hire of grok's

Josh:
top leadership and engineers including the founder and ceo jonathan ross who

Josh:
we're going to get into why he is so important in a little while.

Josh:
Basically, it's this non-exclusive license for the technology,

Josh:
the inference technology. And I think that's what we're going to focus on a lot this episode is that

Josh:
NVIDIA has the GPU, which we all know is the powerhouse of AI.

Josh:
But one of the weak points that we're missing is this inference time,

Josh:
this test time, this thing that needs to be quick and very cheap.

Josh:
And what we've seen with Google and other companies is as they've started to

Josh:
introduce TPUs onto the scene, well, things get a little complicated for NVIDIA's bulky GPUs.

Josh:
They're not as efficient. They're not as effective. They're not as cost effective.

Josh:
And it left them with this blind spot, which seemingly they filled with this Grok acquisition.

Ejaaz:
Let's get into what that blind spot actually is, right?

Ejaaz:
So to your point, Josh, NVIDIA makes these GPUs that are really good at helping

Ejaaz:
AI models train, and it requires a different type of architecture to be able to do that.

Ejaaz:
But when it comes to AI applications, what you really want to rely on is how

Ejaaz:
quick the AI responds to you.

Ejaaz:
I don't know if you've come across this, Josh, but when you write a prompt to

Ejaaz:
your AI model, I sometimes get really impatient when it hasn't responded over like 20 seconds.

Ejaaz:
I'm like, come on, like, can you think a little quicker and just give me the answer now?

Ejaaz:
And this comes down to like that test time compute that you mentioned.

Ejaaz:
And the way that you enable a quicker response is if you reduce the latency.

Ejaaz:
And there's many different architectural choices that you can make to do that.

Ejaaz:
The point is, NVIDIA didn't specialize in that, but this company Grok has.

Ejaaz:
And so NVIDIA had a few options to make about this, Josh, which is highlighted in this tweet here.

Ejaaz:
Option A, they just kind of continue using NVIDIA GPUs. It costs a lot more

Ejaaz:
and it's just inefficient.

Ejaaz:
Or option B, they acquire or partner with Grok, which is the leader in these

Ejaaz:
specialized chips that allow for lower latency.

Ejaaz:
Or option C, they start creating their own specialized

Ejaaz:
chips from scratch but it'll cost them a lot of time a lot

Ejaaz:
of money at which point grok will already be the number

Ejaaz:
one leader so i think this is a strategic position they spent 20 billion dollars

Ejaaz:
which is a lot of money for them but um they're able to acquire the number one

Ejaaz:
leader in that case and own that monopoly for them and not be afraid of grok

Ejaaz:
kind of taking over nvidia or providing an alternative to nvidia in the future yeah.

Josh:
And if you remember like google recently we made so many episodes about the

Josh:
TPU and how it's becoming a legitimate threat to NVIDIA. Why?

Josh:
Well, it's because the TPU is good, really good at something that NVIDIA is

Josh:
not, which is this very deterministic computation that happens locally and rapidly

Josh:
when it's actually delivering AI to the user.

Josh:
So this won't interfere with the core business of NVIDIA, which is largely the

Josh:
GPUs and this pre-training part of the world.

Josh:
And we have a post that breaks this down really well, Ejas, that you shared

Josh:
with me earlier that I kind of want to take a second to go through if you don't on sharing

Ejaaz:
Yeah so it's this post right here um and it

Ejaaz:
describes something called lpu so

Ejaaz:
we've heard of gpu graphics processing unit lpu stands for language processing

Ejaaz:
unit and as it as its name implies it's specialized for llm specifically and

Ejaaz:
efficiently processing tokens into whatever output you would like from your

Ejaaz:
ai model right and there's a few things that make this specifically unique,

Ejaaz:
architecturally. One, it uses this thing called static random access memory.

Ejaaz:
So we've all heard of RAM.

Ejaaz:
We've all heard of DRAM, dynamic random access memory.

Ejaaz:
SRAM is an alternative to DRAM. So for context here, DRAM is like the most sought

Ejaaz:
after type of memory that people want to put into their AI chips to train their models.

Ejaaz:
And Josh, you and I have been discussing this a lot.

Ejaaz:
The price of DRAM has like 5X'd over the last couple of months.

Josh:
It's kind of outrageous.

Ejaaz:
Because we just don't have enough. In fact, like the cost of a, what was this?

Ejaaz:
The cost of like a PC memory card now, Josh, is the equivalent of like the latest MacBook.

Ejaaz:
It is just insane out there, right?

Ejaaz:
And so Grok has this alternative memory board called SRAM, which they integrate

Ejaaz:
into this LPU chip, which is what makes it so unique.

Ejaaz:
Well, what's so unique about it? In a typical GPU, so take, for example,

Ejaaz:
NVIDIA's GPU, in order to process an LLM request, you need to take information

Ejaaz:
from the memory and take it to the processing unit, the processing part of the chip.

Ejaaz:
With SRAM, you don't have to do that as much. You can just store the entire

Ejaaz:
model weight on that part of the memory component, and it's able to process

Ejaaz:
way more efficiently. How much more efficiently?

Ejaaz:
10 times more. So for a singular chip, you can store 10 times more data, or more memory rather,

Ejaaz:
and it'll require one-tenth of the energy cost, which makes it an extremely

Ejaaz:
efficient chip to get fast inference between your AI model and the person that's using the AI model.

Ejaaz:
That's the unique unlock here, and it's just super cool to see.

Josh:
Yeah. So in conclusion, it's not that NVIDIA bought Grok.

Josh:
It's closer to NVIDIA bought the parts of Grok that actually matter the most.

Josh:
And a big part of that equation is the talent, the people that were involved

Josh:
in Grok. And where did I find out about the people?

Josh:
Well, on Chamath's memo from 2016, nine years ago. So for people who don't know

Josh:
Chamath Paliapati, I mean, you probably do.

Josh:
He's a very, just very influential person in the world of technology.

Josh:
And he published his memo from 2016 very early on about this guy named Jonathan

Josh:
and about his decision to be the lead investor in the Series A of this small

Josh:
little company called Grok.

Josh:
And nine years later, fast forward, this tiny little company worth $10 million sold for

Josh:
got a license acquisition for $20 billion. And it was fascinating to read this

Josh:
memo and kind of see what the world looked like in 2016. It's this funny snapshot.

Josh:
It's a very forward-looking and accurate representation of where we would have

Josh:
ended up at a time when this wasn't clear.

Josh:
So if you remember in 2016, the transformer paper hadn't even come out yet.

Josh:
There was no such thing as a transformer.

Ejaaz:
Josh, I was at university in 2016. I had no idea that was happening either.

Josh:
No one did. And yet this memo signaled like, hey, this thing called a TPU is

Josh:
going to be very important towards machine learning, which is also going to

Josh:
be this very important thing.

Josh:
And what's really funny about the memo is the header. It includes a subsection,

Josh:
fundamental human need, which says understanding and creation.

Josh:
Then it says, is this going to affect 25% of the population?

Josh:
Yes, but indirectly. $100 billion by 2045?

Josh:
Possibly. A special person? Yes. And then as you read more through the memo,

Josh:
you start to understand that he invested in this company because the founder

Josh:
and CEO was, or the founder and CTO at the time, who later became the CEO,

Josh:
he was the founder and the creator of the TPU, which Google now has.

Josh:
This is the dude, the dude running rock is the dude who created the TPU,

Josh:
which is now the biggest thing in the world.

Josh:
So clearly they saw something early.

Josh:
Clearly it was the correct bet. And I mean, good for them. They deserve it.

Josh:
I mean, we certainly were not thinking about these things nine years ago when really mattered

Ejaaz:
Isn't it crazy that he had the foresight to identify both the trend of machine

Ejaaz:
learning becoming the most popular form of computation,

Ejaaz:
and coupling that with like, we need a new chip.

Ejaaz:
So at the time, GPUs were super popular. You and I were discussing this before

Ejaaz:
we started recording, Josh.

Ejaaz:
You know, we were using GPUs for gaming. We were then using it for like crypto

Ejaaz:
mining around that time. It was becoming more popular.

Ejaaz:
But he had the foresight to be like, this is probably going to be used for some

Ejaaz:
kind of AI ML inference in the future.

Ejaaz:
And he saw it a decade ago and he waited it out. So if you look here,

Ejaaz:
it says it would allow them to own around 28.57% of the company.

Ejaaz:
Which is just a massive bet.

Ejaaz:
I mean, yeah, great. His 10 million is now worth a hell of a lot more.

Ejaaz:
I think there's rumors that he made over a billion dollars on this.

Ejaaz:
It's just insane to kind of see at that time.

Ejaaz:
I just want to like kind of put into context what this NVIDIA acquisition looks like, right?

Ejaaz:
So there are specific types of chips or kind of like hardware that you need

Ejaaz:
to make a successful AI model or an AI product in general.

Ejaaz:
You need GPUs, which everyone's heard of. Now we We have these LPUs,

Ejaaz:
which now, I'm here on this tweet, NVIDIA now also owns Viagroc,

Ejaaz:
the number one leader of this.

Ejaaz:
And then there's CPUs. And we

Ejaaz:
know that companies that are specializing in CPUs include Intel and AMD.

Ejaaz:
Earlier on in this year, NVIDIA made very big investments in both of the leading

Ejaaz:
companies, AMD and Intel.

Ejaaz:
So I just see this kind of like this Thanos grip that tightens with every single

Ejaaz:
acquisition that Jensen makes. And the craziest part about this,

Ejaaz:
Josh, is that it's all pretty much free.

Ejaaz:
When the news broke that NVIDIA had acquired Grok, their market cap pumped $35

Ejaaz:
billion, which paid for the acquisition of more. That's so nuts.

Ejaaz:
It's just crazy. It's just crazy.

Josh:
So that's the big news on NVIDIA this week in an acquisition that feels very

Josh:
powerful and meaningful, like it will actually move the needle.

Josh:
And now here's another acquisition where I'm not sure the same thing can be said.

Josh:
Just this week, Meta announced another acquisition after the seemingly hundred

Josh:
that they've done in terms of personnel and companies this year in a company named Manus.

Josh:
Now, Manus is a Singapore-based, Chinese-founded company, and the price hasn't

Josh:
been disclosed yet, although it's rumored to be somewhere between $2 and $5 billion.

Josh:
Manus is less than a year old, EJS, I believe, and it was valued at half a billion

Josh:
dollars just earlier this year, and they raised $75 million. dollars.

Josh:
And then in nine months, they went from zero to a hundred million dollars.

Josh:
Oh yeah, here's the post. In eight months, they went from zero to a hundred

Josh:
million annual recurring income, which is just this unbelievable hockey stick growth.

Josh:
So why would Meta want to acquire that?

Josh:
Manus is different than other companies. Manus is more of an agent than a chatbot.

Josh:
And if you'll remember, Meta's had a tough time building a chatbot,

Josh:
but has a lot more use for an actual agent. So Ijaz, maybe you want to explain

Josh:
kind of what this acquisition was,

Josh:
why Meta made it, and what their hopes are in terms of what type of value this

Josh:
can add to a company that's kind of having a pretty tough time deploying AI

Josh:
in an effective and meaningful way.

Ejaaz:
So I'm reminded of something specific that Zuckerberg said in his interview

Ejaaz:
with Dwarkesh earlier this year.

Ejaaz:
Dwarkesh was like, why are you investing tens of billions of dollars into AI?

Ejaaz:
You guys are a consumer app product. And he goes, yeah, I don't want to build the best AI model.

Ejaaz:
I want to build the best consumer AI app.

Ejaaz:
Meta specializes in consumer apps. We think we're the best at it.

Ejaaz:
And we think we can be pioneers in this new AI world.

Ejaaz:
We're not trying to get the best model. We just want to build the best consumer experience.

Ejaaz:
I think this is another step towards that. So if we kind of like track back

Ejaaz:
to like the age of the internet, which we currently kind of live in right now, right?

Ejaaz:
We use websites. We download apps. It's a very kind of archaic thing when you

Ejaaz:
consider that AI is probably going to automate a lot of this.

Ejaaz:
How is that going to be automated? It's probably going to be in the form of

Ejaaz:
agents, agents that can automate a bunch of work for you, but also make your

Ejaaz:
entertainment and lived experience way, way cooler, right?

Ejaaz:
So it can help you with research, but it can also help you kind of discover

Ejaaz:
new things, new shopping experiences, stuff like that.

Ejaaz:
And Manus AI is one of the top agent producers out there.

Ejaaz:
And like you said, Josh, this hockey stick growth to 100 million AIR,

Ejaaz:
even though I think that's a pretty vague metric and I think a lot of that can

Ejaaz:
be gamed it's still very very impressive and I know a bunch of my friends that

Ejaaz:
use Manus in many different ways can I just put my bear hat on for a second

Ejaaz:
Josh I know we don't like the bears on the show but my skin is tingling for this one particularly,

Ejaaz:
why can't like a Claude code or a Claude in general just kind of.

Ejaaz:
Recreate this entire product. I don't understand the unique capacity for here.

Ejaaz:
And maybe it's because Meta didn't have the props or the talent to create this

Ejaaz:
themselves. So they just saw this as an easy acquisition for a cheap $2 to $5 billion.

Ejaaz:
And now they can kind of just put this ready-made product out to their millions of billions of users.

Ejaaz:
That's also still bearish for me because they've spent $35 billion this year

Ejaaz:
alone to acquire like a hundred different people and they've got nothing to

Ejaaz:
show for it. I'm just honestly confused, dude.

Josh:
Yeah, it's aside from the actual strategic thing, you could kind of look at

Josh:
what Manus does and then I guess back yourself into the conclusion from there.

Josh:
And you mentioned Cloud Code. I would say Manus is kind of similar to Cloud

Josh:
Code in the sense that it's kind of a harness for a base model.

Josh:
There are these base models that are interchangeable that Manus accepts because

Josh:
Manus does not actually have a base model.

Josh:
But it creates this harness around the model that allows the AI to do more interesting

Josh:
things than it would if you were to just go to ChatGPT or Gemini.

Josh:
A few of those things include tool use and orchestration. So a big thing when

Josh:
you're using AI agents is tool use.

Josh:
What types of tools are they able to use in order to do things for you?

Josh:
And if you think of CloudCode as the agent for building code,

Josh:
you could think of Manus as the agent for controlling your computer,

Josh:
for doing deep research, for managing files.

Josh:
It's more of the consumer-facing version of CloudCode, where it's really great

Josh:
at tool use. It's really great at running virtual computers.

Josh:
It's really good at analyzing real-world competitiveness through deep research

Josh:
of many, many different variables. It's really good at UX and design.

Josh:
And it has this unique skill set that doesn't require a core base model in order to use.

Josh:
And I think that's important because Meta does not have this core base model yet.

Josh:
In fact, I suspect if they're going to continue using Manus,

Josh:
they're going to have to use some third-party application until they could deploy

Josh:
their new supposed model named Avocado, which is their first closed-source model

Josh:
that will hopefully release sometime soon.

Ejaaz:
The way you describe that, like, you know, it doesn't use a base model.

Ejaaz:
It kind of sounds like a rapper, right? And, you know, there are a bunch of

Ejaaz:
critics against rappers. I actually think rappers are great and fine.

Ejaaz:
But isn't that just cursor? I guess it's the same as what cursor is for coding.

Ejaaz:
Manus is for agents in a way, and it doesn't matter what model it uses.

Ejaaz:
I don't know if that convinces me enough behind this acquisition.

Ejaaz:
And I'm purely coming at that from the fact that they have acquired so much

Ejaaz:
supposedly good talent and teams over the last six months, and they've had nothing to show for it.

Ejaaz:
And I'm kind of confused at meta strategy in general. They say that they want

Ejaaz:
to go into consumer AI, but the Vibes app, which is basically AI TikTok that

Ejaaz:
they released, got completely swept under the rug. No one cares about it.

Ejaaz:
No one uses their AI chatbot. In fact, their kind of gaming metrics by allowing

Ejaaz:
any Instagram search is now an AI model search.

Ejaaz:
I don't know if you've seen that, Josh, but like it comes up with this really

Ejaaz:
annoying kind of summary when you're on Instagram.

Ejaaz:
I'm just like, why are you doing this? I don't really care about this.

Ejaaz:
So I'm not convinced, but let's see in Q1 whether they release this new avocado

Ejaaz:
model and whether it's actually something that people want to use.

Ejaaz:
I'm going to remain kind of like uncertain on this for now, I think.

Josh:
Yeah, I guess in terms of the agentic use case, it does make sense because like

Josh:
Meta has, they have billions of people generating real world data all the time

Josh:
to improve this. Then they have the glasses and the Quest headsets that they want agents for.

Josh:
They have, like you mentioned, Instagram, WhatsApp, Messenger as places to use.

Ejaaz:
They have the distribution.

Josh:
They have the distribution. So if you can apply this agent, this agentic force

Josh:
on top of it, you can generate a lot of value for the user.

Josh:
So maybe, I mean, again, we'll see. And then one last point is there's this

Josh:
funny little chart that I like to reference, which is Yahoo.

Josh:
It shows their acquisitions by year up until 2014 because, well,

Josh:
if you remember after that, they didn't do so well and then had to get acquired.

Josh:
But there's an interesting chart that follows this. And this is kind of reflective

Josh:
of Meta, which shows their market cap over time. And you could see that,

Josh:
Their market cap exploded and was at the highest it's ever, or just about the

Josh:
highest it's ever been as they were making all these acquisitions.

Josh:
They were desperately trying to acquire the talent needed in order to be competitive in this new world.

Josh:
Unfortunately, that didn't work.

Josh:
And just two years later, they were acquired by Verizon for 90% less.

Ejaaz:
They acquired Tumblr? That's crazy.

Josh:
They acquired everybody. They made so many acquisitions two years and one year

Josh:
prior to them going under.

Josh:
And what we're seeing with Meta, not to draw a direct tie, but there's this

Josh:
kind of almost irrational acquisition spree where they're spending tens of billions

Josh:
of dollars on individual people.

Josh:
They're spending billions of dollars on companies and they're just trying to

Josh:
get talent in-house, but they still have nothing to show for it.

Josh:
They're not able to generate revenue. They're not able to make the products better.

Josh:
So I don't want to directly compare it to, because I don't see them going down

Josh:
90% like Yahoo did, but it's just a testament to show that normally when people

Josh:
start, or companies start acquiring at this rate.

Josh:
It's just something to be aware of is all. But we should probably move on to

Josh:
the next bit of news for this week because there's a lot going on and that is

Josh:
the Google Gemini app back in the news, right?

Ejaaz:
Josh, my favorite company is

Ejaaz:
officially number one. And it's a massive release being able to say that.

Ejaaz:
So what are we talking about? So Google Gemini is obviously Google's leading AI model,

Ejaaz:
but it's also the name of their AI app, which is a dedicated app like the ChatGPT

Ejaaz:
app that you can go on and you can speak to Gemini 3 Pro and all the latest models.

Ejaaz:
And for a while now, it's been creeping up the rankings.

Ejaaz:
And it was in the top 10 for a while. and then Gemini 3 Pro released and they

Ejaaz:
shot to number two and it's been at number two for a while. They are finally number one, Josh.

Ejaaz:
And this comes after learning a few weeks ago that more people.

Ejaaz:
Or rather people are spending more time using Gemini models than the average

Ejaaz:
ChatGPT user, which is just crazy.

Ejaaz:
And the number of daily, weekly, and monthly active users have been creeping

Ejaaz:
up to the point where it's almost, not quite yet, but almost at parity with

Ejaaz:
OpenAI's ChatGPT users as well.

Ejaaz:
This is a major milestone, in my opinion, because for a while,

Ejaaz:
I mean, you and I know this very well, Google's just been on a rollercoaster of a ride through AI.

Ejaaz:
They created the Transformer paper, so they were supposedly in the lead,

Ejaaz:
but then they didn't do anything with that.

Ejaaz:
ChatGPT and OpenAI ate their lunch, and then they made this massive 180-degree

Ejaaz:
turn. Sergey Brin came back, and they've made this crazy comeback. And it's just

Ejaaz:
Kind of cool to see them take the crown of this position, both at the consumer

Ejaaz:
level and at the chip layer with their TPUs.

Ejaaz:
And now everyone's using Google Search in AI mode. It's just crazy to see this

Ejaaz:
type of comeback from Google.

Josh:
And they forced the $20 billion acquisition for NVIDIA and Grok.

Josh:
I mean, I assume if GPUs didn't become big, that would not have been a pressing issue.

Josh:
But this is not the only time that Google was in the news this week.

Josh:
There's already more news coming out of Google, which is as it relates to energy

Josh:
and infrastructure, EJS, what's going on with this? I didn't get a chance to read it.

Ejaaz:
So the headline here is Alphabet's acquired this company called Intersect.

Ejaaz:
And I think they acquired it for $5 billion.

Ejaaz:
So what does this company do? Intersect is an energy supplier and producer.

Ejaaz:
And so you might be like, well, why is this important? Well,

Ejaaz:
Google's building out all these crazy AI data centers to help house their TPUs

Ejaaz:
and train and inference their Gemini models.

Ejaaz:
But there's one big issue, Josh. there's not enough power to power these GPUs

Ejaaz:
and TPUs up in the first place. There's never enough power. There's not enough power.

Ejaaz:
America's electric grid is constrained at the moment.

Ejaaz:
And it is a big, big worry going into 2026 because everyone's spending...

Ejaaz:
Tens of billions of dollars, hundreds of billions of dollars to create these GPUs.

Ejaaz:
But if we don't have any power to supply them in the first place,

Ejaaz:
then these become kind of defunct pieces of metal that just collect dust.

Ejaaz:
And Satya Nadella earlier this year actually spoke about that,

Ejaaz:
saying he has a warehouse that has hundreds of millions of dollars worth of

Ejaaz:
NVIDIA GPUs, and he can't do anything with that because he can't get the electrical supply to it.

Ejaaz:
So I see this as a very strategic move. What sounds boring on the surface is

Ejaaz:
actually a really important move.

Ejaaz:
And And Google obviously sees meaning here, and it's kind of making its next

Ejaaz:
steps towards solving that crisis.

Josh:
Yeah, part of being an AI behemoth now requires owning the entire stack from

Josh:
electron generation through token output.

Josh:
And it's becoming increasingly clear that if you want to be a serious competitor,

Josh:
you must compete across every facet of the spectrum, including actual energy

Josh:
generation, which is what we're seeing from Google.

Josh:
And it's a signal that what we predicted is kind of coming true,

Josh:
where you can't really compete unless you are one of these giant behemoths.

Josh:
And the race is now getting shrunken down, it's tighter and tighter and tighter

Josh:
by the people who could actually afford to compete at this level.

Josh:
Google has won, OpenAI has won, Microsoft's XAI, but there's not that many left.

Josh:
So it seems to me that if you really want to be a big player, you need the money.

Josh:
Google's doing it and they are making big strides in this.

Ejaaz:
And the final topic of this episode, Josh,

Ejaaz:
Daddy has officially spoken. Andre Carpathy has given us his 2025 LLM year in review.

Ejaaz:
We also did a year in review. That episode is out. You should definitely go check it out.

Ejaaz:
But I was really keen to see what Andre would talk about because his history

Ejaaz:
has been across all the major AI model providers.

Ejaaz:
He's worked at Google before. He was actually one of the founding engineers there.

Ejaaz:
When it comes to the AI world, he was involved in the research side of things

Ejaaz:
and OpenAI as well, right?

Ejaaz:
And so I was curious, like, you know, where does his allegiance lie?

Ejaaz:
And some of his takeaways were super fun. One of my favorite takeaways,

Ejaaz:
Josh, I think you would agree with this. I'm scrolling right to the bottom here. One second.

Ejaaz:
Is Nano Banana. He loved Google's text to image and image editing generation

Ejaaz:
model because he sees it as the future of graphic user interface.

Ejaaz:
So if you have to navigate to a website or look at a screen to interact with

Ejaaz:
the internet today, the future of AI will be generative.

Ejaaz:
And he believes you don't have to go to a website. The website will just be

Ejaaz:
custom made and created for you.

Ejaaz:
And he thinks NanoBanana is the first step to it. Do you agree with that,

Ejaaz:
Josh? I know you're super excited with this.

Josh:
Oh, dude, I love NanoBanana. It's one of my favorite models.

Josh:
I think it won my favorite model of the year in 2025.

Josh:
It is a miracle that that thing works. And I love Andre's framing of how he

Josh:
thinks it is most impactful when applied to building user interfaces.

Josh:
And that seems really cool because as we go to this dynamic world where everything

Josh:
is generated in real time, being able to generate really powerful interfaces

Josh:
or just visual elements in general is so important.

Josh:
And Google, again, is leading the charge. So it's cool to see Andre...

Josh:
On board with that and agreeing in a way that is very thoughtful.

Josh:
This is a really good post. I would encourage everyone to go and read the full

Josh:
thing if you get a chance, because I really enjoyed it.

Ejaaz:
And that is it, folks. A crazy week for a week where supposedly not much is

Ejaaz:
meant to be happening. You know, we've got a quiet Christmas week.

Ejaaz:
New Year's is around the corner. And we have a casual $20 billion acquisition

Ejaaz:
or licensing acquisition, if you want to be technical about it before the year's end.

Ejaaz:
I'm excited for 2026. We have an episode releasing soon, which is going to be

Ejaaz:
our predictions for 2026.

Ejaaz:
Josh and I have thought long and hard about that to the extent where Josh brought out his glasses.

Ejaaz:
So please stay tuned for that episode. It's going to be a very good one.

Ejaaz:
And we have some really, really good takes.

Ejaaz:
But aside from that, if you're not subscribed, if you haven't turned on notifications,

Ejaaz:
if you haven't subscribed to our newsletter where we drop alpha twice a week,

Ejaaz:
please do all of those things and we will see you in the next episode.

Josh:
Yeah, it's the guys, it's the holiday season. If you do anything for us for

Josh:
Christmas, just hit the subscribe button. That'd be pretty cool.

Josh:
We got a great episode that came out earlier this week. We have the predictions coming out on Friday.