Ep: 226 - Boys Club Live with @quasimatt and @tednotlasso on AI psychosis, defense company swag, and more.

[00:29] Here's this week's show. [00:31] you [00:33] Okay, Ted, wait, are you in for brunch on...? [00:36] Yes. [00:36] We're live. We're live. Hooray. Hooray. How's the audio? [00:43] Sounds good. Okay. This is a very special episode of Boys Club Live. Dina has fallen ill. That's what's sad. [00:49] Reptidina. But because of that, it means that I have... [00:53] Quasimate is a co-host for the whole show. [00:55] and Ted for [00:57] Until she has her call. For a limited time only. For a limited time only. So this is going to be really fun and really smart and also quite funny.

And it should be shared and distributed as much as anybody who's watching is feeling comfortable to do so. So true. If anyone wants to like promote clips, like. [01:15] You need someone to clip it and push those. Yeah. Clip it down. [01:18] push it through every distribution channel that exists, and then just like come back every single week. Yeah. Even like make a bot farm. Like honestly, I'm personally okay with that. I don't know how you feel about that, but like... [01:29] Whatever it takes. I didn't say it. Yeah, yeah, exactly.

Exactly. I can say that. I feel like I should introduce you both, but I'm such... [01:38] like so friendly with both of you that it feels weird and formal and uncomfortable for me. But Quasimat is, um, famous on the internet. [01:46] I would say you are a micro-influencer. [01:48] Yeah, I would like to think of myself that way. Thank you. You're welcome. And I feel like you're definitely employed. [01:56] I don't know whom or how you're paid or what you do, but I know that you are a serious person and you're very smart.

[02:03] Oh, you're talking about me? Oh my God. As soon as he said employed, I was like, oh, we've moved on. I heard the word employment. I was like, certainly that's not me. I was like, why is he not looking at me? No, no, I literally did not think that was about me. Okay, let me clarify. I'm not employed and don't say that about me. I'm so sorry. I'm trying to be nice. No, no, that's an offensive term to me. I wouldn't really do that. [02:33] to say. You are not a grifter.

I mean, being employed and being a grifter, like what's the real difference? Okay. Whatever. I'm sorry I offended you. And you do things. [02:45] Yeah, I do do things sometimes. You're up to staff. Yeah, yeah, exactly. Okay. [02:50] I would like to provide more color, but I also feel like you're a very private person. So we will stop. I'm known to be very private. Okay. Now moving on to our truly employed friend, Ted. [03:01] Ted Not Lasso. I did the other day say, "Oh, do you know Ted? Ted Not Lasso?"

And this person looked at me, [03:08] with such like disgust and disdain, like, what are you talking about? And I was like, that's her handle. And then I was embarrassed and he was embarrassed and I was embarrassed for you by proxy. But that is your handle. And you are famous on the Internet, too. Also micro influencer. Yeah, I guess. Yeah. I was like, he was happy to hear that. I don't know. I. Yes. [03:28] I'm rethinking the Ted Nolasso handle. Okay, I think you should, I think you should, because you're a very serious person as well.

[03:34] Thank you. [03:34] And Ted Lasso is now, it's five years old. It's tired. Okay, you work at Privy. Yes. Tell us about Privy quickly. Privy provides wallet infrastructure. If you want to build on crypto rails, Privy is the easiest way to get started and move money globally. [03:49] Okay, clip it. Clip it. Okay, so you both are wonderful. I... [03:56] I'm excited to be here with you. We have a lot to discuss. Before we get into it, I do want to thank our two guests [04:02] lovely partners for this live stream, Octant and Anchorage Digital.

I'm going to talk a little bit about Octant and then we'll talk about Anchorage Digital in a second. And by that, I mean in like 20 minutes, but Octant is amazing. We genuinely love them. We talked about this before it started. Our supporting sponsor, Octant, is well known in the Ethereum circles for its tireless contribution to the Ethereum ecosystem through research and millions of dollars in grants and public's good [04:32] They... [04:33] But, by and but, in 2026, they're in their product era. Octant is now laser-focused on vaults, which enables orgs and communities to build sustainable funding systems through their yield products.

[04:45] generating products. Direct your yield towards your own org's runway or funnel it to the broader ecosystem efforts. It's all fair game with Octant's new institutional grade vaults, earn, allocate, and grow Ethereum with DeFi. They are also moving to Octant V2. So all of your users should experience that new app. [05:07] And don't miss out on migrating your GLM before April 1st. So visit at Octon app to learn more. [05:16] We love them. They're great. Legitimately very cool. Yeah. I have something to say about them because, and I think this is true, this is my thesis for if you're an ETH holder.

Oh. Like, okay, so you have two options or you have many options. [05:29] The simplest one is you go like stake your ETH and you get what, like 1% a year or something horrible like that. To me, it's literally more like the expected value of putting your ETH in an octant vault and having the yield fund some sort of like cultural export of the ETH ecosystem is literally higher expected value. Like it's more likely that the price of ETH will go up because you funded something cool that got attention. I love this.

I love this take. Okay. [05:59] 22% or whatever, like who cares? I totally agree. Wow. I love that. And I know you wouldn't say if you didn't mean it. [06:05] I literally only say things that I believe. Totally. Yeah. I remember when you said that you were offended when I called you employed. Well. Okay. [06:14] The run of show that I sent you both. [06:16] said that Ted was going to bring two topics and that I hoped you guys argued about one of them. So I feel like Ted... [06:25] Do you have two topics to discuss?

[06:27] - Yeah, we can go through the topic. - You were so scared when you said that. - We can go through the topic. - Okay, we can also just riff. - One of the topics that's actually related to industry [06:36] is this rumor that is industry the show. [06:40] I know you don't watch it yet, but it's like a business show of sorts. That's that's what I know. Business. It's about business. I love business. But apparently hedge funds [06:49] are banning their employees from using GLP-1s. Oh my gosh, we were just talking about this.

Did you already cover this? No, no, no, no. We were... Keep going. Okay. But we can like dig into that and it has... Yeah, why? Because... [07:04] it affects, it like shuts down or like numbs the part of your brain that deals with desire. [07:09] which also has to do with like drive and ambition. And so your reward system is down. And so all these hedge funds where they're like risk seeking and saying like, "Okay, we need to take big risks so that we can get a big reward." They're afraid that their employees are ultimately, they're going to lose that edge if they take GLP ones.

Okay. So, [07:28] Wait, do you have more to say? No, that's the entry point. Okay, great. So we were talking about this today because a tweet went viral that I'm going to pull up here that I actually quote tweeted. Oh, the one about love. The one about love. And it is this... [07:45] Dr. Shin Jian. And I'm going to send a link to you, Kate, and maybe you guys can share it. [07:52] Um, [07:54] I put it in Slack. [07:56] Okay, so basically... [07:58] He's making the argument similar to what you're saying and says, we initially thought GLP-1s, and then goes on to name a few of them, reduced food cravings.

Now they work for, now we know they work for alcohol, cocaine, gambling, and other addictions. [08:12] But do you know what runs on exactly the same circuit falling in love? And then he goes through this whole thing about basically how there's 60 plus million people who are now using anti-desire drugs. And it's happening before our eyes. And basically that it's going to affect people's ability to love their partners. And... [08:30] your relationships will start to fail. [08:32] This goes viral. [08:34] 18,000 likes, a bunch of retweets. Then there's a community note that basically states that there is academic research involved.

[08:42] And I think, [08:44] essentially evidence to the reduced cravings around alcohol, [08:50] obviously food noise, food consumption, [08:53] but that there's no scientific evidence that shows a suppression of romantic love. [08:57] or impairing of falling in love and this causing a failure in relationships. So basically they're saying that they're making the distinction between those two things. [09:07] Wait, I have a question about that though. The way that the community know is written, is it like, oh, we've researched whether this has an impact on romantic, like romantic love or just we have no conclusion because how would you even study that?

That's what I was about to say. I was like, who's going out there and is like, let's put a bunch of people on GLP ones and then put them on a dating show. Yeah. It's like this claim hasn't been proven, but it still could be true. Like it's not disproven. Yeah. Like there's just no research on it. There's no research on it is, is yes, is what the community know is essentially stating. Okay. Got it. [09:37] And I did quote tweet something that actually somebody else said here. So one of you, one of the boys said it.

The concept of a GLP One dating show, which I would 1000% tune into. [09:49] Like, let's do this research live. [09:51] Oh yeah, 100%. Wait, so is the idea just that every single person on the dating show is on a GLP-1 of some kind? Yes. Okay, I'm wondering if there's some sort of reward mechanism where like you only get the GLP-1 if you like... [10:04] got hitched or like i don't know i'm thinking there could be a game okay i do not watch traders but i watched clips of traders yeah i watched the people [10:13] It's like there's three people who are not on GLP ones.

Oh my God. It's like the control group. Great. I think maybe boys club should produce it. Maybe we should just do it. You have to figure. Yeah. Like I really don't want to do GLP ones, but like I would do it for that. Totally. For the experiment. 100%. [10:31] Anyway, I feel like... [10:34] Yeah, I'm curious about... [10:36] the hedge funds of it all. It's funny because you... [10:38] What I have seen, seen and heard is that... [10:42] In some circles, [10:44] of [10:46] tech. Yeah. More in San Francisco than I think in New York, there's peptide parties.

Like it's a, it's a perk of the job that they're like handing out different types of peptides, which GLP ones are peptides. Yeah. And then now there's like this other argument and sort of [11:03] like, I don't know, phenomenon that's happening, that's swinging the other way with these hedge funds, or like financial institutions that are basically saying, "We don't want to do anything that has [11:14] the risk of [11:17] not being able to take [11:20] have like a high risk [11:22] Yeah. But I'm like, if you're taking peptides, you are kind of inherently comfortable with some risk.

I feel like. [11:29] I 100% agree with that. I will. The other thing about that doctor that is a conspiracy theory is that somebody said, follow the money. And he's actually a plastic surgeon. [11:39] So he's like, oh, I'd much rather people come to me and get plastic surgery. That side of the looks maxing is like, okay, he's a plastic surgeon. Like that's how he convinces. Yeah, he's like, I want you to get fat so that you'll come get gastric bypass from me and then I get a check. I can't remember who said this, but someone came on the pod one time and was like, always look at who...

[12:00] who's benefiting so that's the only thing that i thought about too is like this is basically just replacing gastric bypass totally all the skin reduction yeah but the other thing on about the hedge funds is like that's the same [12:12] That's the same industry that proliferated like using Zen, Adderall, like made tons of like workplace recreation drugs where they could just be up 24-7. Yeah, yeah, yeah. [12:22] Um, really interesting. I, I, [12:26] I feel like what's hard about all of [12:29] all of this is it's so even if you're looking at zen for example like people take zen to like lock in they're like oh i'm gonna take a zen i'm gonna lock in like all of these hedge fund dudes and i'm like that's so not my experience of zen like [12:43] Zen for me is like if I've had like two...

[12:46] cocktails and so everybody that's what's so hard about any of this medical research is like of course there's going to be a median of like what the experience is what the side effects are but everybody has their own experience of [12:58] agree how they react and what it means for them especially when you're dealing with things something as [13:03] loosely [13:05] as loose as desire or want. Like, how do you quantify that into like some sort of like medical journal? Feels really tough. [13:14] Yeah. Another thing with the hedge fund thing is I kind of think it's just grind set branding.

Like it reminds me of, okay, there was a big snowstorm in New York. There was a travel ban. Okay. So I hop in my car and start driving around. Who's going to stop me? Like realistically, like it's just a... [13:29] You're just banning travel as a suggestion. It's not really real. Wait, did you get the alert? [13:35] - Yeah. - The Mom Donnie alert? - Mine was less obnoxious, like it didn't make noise. The people around me, their phones started screaming, and I was like, "Okay, I'm not like that." - Yeah.

- Mine just like, shut up. [13:44] - Wait, did you get the alert? - No, I was never so. - Oh, you weren't here. You weren't here, okay. [13:48] Um, yeah, no, I had I loved Twitter. For those who were in New York, there was like this crazy right before the storm storm. It was like Amber Alert, but like times 10. And it was basically like travel ban, don't leave where you are, essentially. And [14:01] Twitter was so funny because they were like, "Mom, Donnie, like, never do that to me again."

Like, that wasn't okay. I did not consent to that type of dynamic. And it was crazy. It was insane. Um, okay. [14:13] I loved the great, great topic. Okay. Do you have another one for us to discuss? [14:18] Um, the other one that I've been thinking about that I just learned, and maybe this isn't, maybe this is general knowledge. I just learned about it. [14:26] The term bop? [14:27] You guys know what a bop is? Like a good song? Like, oh, that's a bop? That's what I thought it was, too.

Yeah, that's the only use of that term that I know. Bop is apparently a term that you use, like that... [14:39] young women, maybe like teenagers are using when basically they funnel their social media audience to an OnlyFans. [14:47] It's called like you're a bop. Like you're not an influencer, you're a bop. Does it, is it an... [14:52] Initialism or an acronym like. [14:54] I think it's just the name, the term. [14:57] And so apparently there's, I just read this article. Apparently there's girls like at elite Manhattan private schools who are bops.

No, they're at... [15:09] teens. [15:10] - Teens. - Teens. - Yeah, teens. - Yeah, teens who are bops and who use their social media to funnel to an OnlyFans so that they can start making like five, six figures a month. [15:19] But they're underage. [15:21] I did not look that far into it. Oh my gosh. But isn't that terrifying? That... [15:27] I mean, the incentives are like, yes, it's terrifying, but like I got it like five figures a month. [15:33] As an 18 year old, well, 18. [15:36] -As an 18-year-old.

-Yeah, I would assume that like, I don't know. I feel like that part is probably fine. Like there are terms and conditions and such. I have so many feelings about this, but okay. [15:46] not to relate it everything back to industry, but there is a moment where a girl gets a check for $2 million. Yes. [15:52] And she was like, [15:54] could have sold feet pics online for more. And like... [15:59] That is crazy. Incentives are... [16:02] - Totally out of whack. [16:04] And it's depressing and sad. And like... [16:08] I hate it.

I do hate it. I'm just like, that's crazy. Presumably the way you described it. [16:13] - Elite Manhattan schools. - Yes. So much opportunity and privilege and... - Yes. The world is those young women's oyster. - Yes. - And there are now-- there's so much... [16:25] of them that is [16:27] going to be on the internet that they will never be able to take back. And if you're 16 years old, it's like... [16:32] "Don't do that. Don't, don't do that." [16:35] Right? [16:36] Does anybody disagree with me? [16:37] I wholeheartedly agree with you.

[16:39] okay i'm just like we shouldn't be doing that and also these platforms shouldn't be allowing [16:44] Shouldn't be allowing that. [16:46] I know, but like, okay, I agree with you, but I'm just going to say, [16:50] back then like when i was growing up how could i make that much money a month [16:55] from a job. [16:56] i couldn't like there was nothing to do and so these people like these teenagers are making a social media account like what when they're 10. they build a following through that social media account so by the time that you're 18 like you've had eight years to build a following and then they're like well why can't i monetize on it i see other people monetizing on it all the time yeah and it's like financial freedom in a way so i can understand [17:20] how this is like the end goal.

It's like, oh, what did I do when I was 18? I was like, oh, I... [17:26] tutored and scooped ice cream yeah and scooped ice cream like i that would those were my options yeah and so i think that i'm almost like oh they should just be building i'm like they should learn cloud code i'm like me i'm like they could be they could literally build they could become ai influencers but instead [17:47] Also, the fact that there's a term for this. Yeah, that's right. I'm like, I had no idea this was even happening.

But it's happened to this day of like, there's a term around it. Yeah, yeah, yeah. And so the term is speaking specifically of the action of like bopping to OnlyFans or like, [18:02] She is called a bop. She is called a bop. Okay. And she's, and the definition of that is essentially you have an Instagram that is designed to lead to an OnlyFam. [18:12] correct okay it's a landing page for your only fan it's like a top of funnel top of funnel yeah okay um [18:18] That's crazy. Where'd you read this article?

Do you remember? I forgot. Okay. Okay. But I read it last night and I was like, I can't sleep. I'm worried. I'm worried. The girls are not okay. The girls are really not okay. But, um, yeah. [18:33] What? [18:34] Okay. Five minutes for Ted. Um, [18:36] Okay, I have another one. I have another thought experiment. The last thing is, you know how everyone's talking about like agentic payments and AI? Yes. Okay, imagine though. Like there's this evolution where like when you shop with cash, you actually spend less. Same if you buy something with a debit card and then like credit cards basically just had like consumer spending.

Okay. People are just overspending. [19:01] So I'm Michael. [19:02] Okay, so now we're just going to like put that... [19:05] on steroids and give an agent a credit card? Like, what do you think? Like, I think about it. And I was like, my agent will ultimately just, like, buy whatever I want. I'm almost like, I wish that I had an AI to be like, you really should not buy this. Okay. So you think with agent, agent, [19:21] Oh my gosh, with agentic payments that... [19:23] payments will spike a hundred percent okay but consumer oh i totally disagree oh my god [19:31] okay physical fight okay so i'm this might be coming from a place of ignorance because i'm not exactly sure what the thesis is for like agentic payments i'm assuming it's like okay i give funds to an agent and then they spend on my behalf like i tell them basically what i want like oh this is my clothing style this is whatever and they go shop for me for now yes but people are [19:53] and I'm not sure what's going on.

[19:54] Buns. [19:55] Like how do you give an agent actual like a limited set of funds? Right. Okay. So I think like it makes sense to give the money to them and then give them a budget if that's a concern for you. And I feel like people like it's difficult to adhere to a budget on your own. And if you outsource it to an agent and give them a hard. [20:10] budget they're more likely to adhere to that budget like programmatically than you would be as like a person with psychology.

[20:16] That's true. And like, [20:17] desires and whatever, [20:19] Not if you're on a GLP-1, but you have no desire. You have no desire. You have no desire. You're part human part. You do drugs like that. Then I don't know if we can call you a human anymore. Then what if? [20:31] That's if you like go intentionally, but what if you're like, oh, I want [20:35] this vintage dress, [20:37] Like as soon as you find it, just buy it. Oh, that's like the use case that people actually talk about. Like people might not even like build the budget into the project.

Yeah, I see what you're saying. I see what you're saying. Or like, oh, like, because I'm thinking about it. I was like, what would you use an agent for? To regularly shop for you? No, you want it to do things that like you're not... [20:54] You don't have time to do on your own. Okay, so like a competitive item that you have to scour for... [21:00] What is another use case for that? Because to me, like shopping is a form of entertainment in a way like consumerism is like a hobby.

[21:09] And so like, why would I want to offload it to something else? Like, I don't really get it. [21:13] I wouldn't do that, I feel like. That's actually a great point. [21:17] you're like i'd take i'd take the fun out of it like the agent would actually take the fun out of it but i think the use case that you're describing makes total sense because it's like i decide what i want and then i say hey go find it and get it for me in a really efficient way that's of course something that makes sense to like [21:30] offload to an agent.

But I think like if you wanted to buy things that you like, like you, you, you should choose things you should curate your own. I agree. [21:37] Consumption, yeah. But I can see how, yeah, there's like this other limited use case of like, how do I acquire the item? [21:43] Or like sports betting. Like I'm actually like, because they don't necessarily care about, [21:48] about [21:49] the experience they're just like how do i yeah how do i get more money yeah yeah yeah so they're like oh the best way to get more money is to spend more money and then all of a sudden your credit card is fully maxed out yeah i mean i think if you're spinning up an agent giving it an unlimited budget and saying go gamble on sports and like you can you have a bigger issue you have a different issue okay i um want to keep talking but ted i know that you have a hard stop

[22:14] Thank you for being here. Thank you for having me. You're the best. We hope Dina feels better. Yeah. Sending her good vibes. And I just want to drop, this is why I don't have a job because notice how I don't have to go get on the call. Exactly. You can be here. Underemployed. And also you're like, I would never have an agent with an unlimited budget. And I was like, oh, shoot. You're like, okay, okay, okay. Some reflecting needs to happen. Okay. Thank you, Ted. Thank you. See you later.

Bye. [22:40] Ted. [22:41] What a great gal. Already miss her, honestly. I know. Where is she? She's taking a call. Yeah. Okay. Before we get into our topics, we each have two topics that we're going to discuss. Yes. I want to talk about Anchorage Digital. We love them. They are the other partner for this show. Founders and protocol builders stressing about your TGE. Yes. [23:01] you need to get in touch with Anchorage Digital. They're the first federally regulated crypto bank in the, [23:08] which means they can offer crypto startups and other disruptors actually reliable USD banking services without the usual headache.

They're a one-stop shop and can support you end-to-end on everything from minting and distribution to treasury management. [23:22] Anchorage Digital has expanded institutional access to on-chain finance. New integrations with Camino, Onselana, and Morpho allow clients to execute borrowing and vault strategies directly from the safety of their federally regulated platform. So protocol founders, TGE with confidence, and launch with the support that's helped some of the biggest and most complex businesses in the world go to market. Visit com to learn more. [23:52] very legitimate team they are doing really interesting stuff and everybody i've met from there i really like which is a good sign you know yeah good signals everywhere sometimes that doesn't happen most of the time it doesn't it's not okay so two topics each i texted you i was like come with two thoughts i'm gonna come with two trends things that i'm seeing on the internet [24:16] - Okay.

- I go first. - Yeah, you go first. - I knew you were gonna say that. Okay, so my first topic is hot girls wearing Modern Defense Company merch. [24:26] Have you seen this? I have seen it. I feel like this kind of started years ago when everyone was making like edgy jokes about Raytheon basically. And like there would be people in Bushwick wearing... [24:36] like this type of thing like years ago, but I feel like now it's more prevalent. Yeah. Yes, I agree. And it seems more like real too.

Like, cause people used to do it ironically and now it's like, well, is it though? Like, yeah, yeah. And these companies are a little more active right now in the news, I would say, than they were say four years ago. Uh-huh. Front center. So the two companies that I'm seeing this trend are. [24:58] also because they're taking up the news cycle right now, is Palantir, which for those who do not know, Palantir is a software company that is basically primarily works with the government on defense projects and other institutions as well, like Morgan Stanley and BP and, you know, some other players, but what they're known for and where their controversy sort of, [25:21] comes in or where they're polarizing is that they work with the, uh,

[25:27] the government on defense contracts. And then [25:31] Andriil, which is basically a hardware company that works on defense contracts. Um, so you can think of Palantir as the brain and Andriil as the body. [25:42] But I don't know that they... [25:44] are actually like mono e mono around it, but they must be, you know? Yeah, no, they definitely talk. They're on a Zoom together. They're in a signal chat. Yeah. Oh yeah. 100%. Yeah. Auto-deleting. I mean, for some of the stuff they're talking about, they might have to fly out there and do it in person.

[25:59] direct you don't want anyone watching you absolutely not um yeah they do like uh robotics uh autonomous uh fighter jets drones underwater vehicles that sort of thing yeah i mean like based on that it's kind of it almost sort of seems like defense contractor might be a bit of a misnomer oh what do you mean say more it almost seems like they're doing something [26:29] the type of tools you're describing. It seems like something you might take to another area and then you might sort of be the perpetrator or the main actor rather than defending yourself.

I mean, there's some ambiguity, but you know. Yes, totally. Yes, that is a great note. I would say both of these companies have... [26:48] Very public founders, very public CEOs. So Palmer Luckey is the founder of Andrile. He previously founded [27:00] Oculus, two unicorns under the age of 30. So... [27:03] kind of a flex wow yeah really amazing for them really amazing were they on forbes 30 under 30 great question great question i think they had to have been must have yeah yeah for sure um and then palantir obviously alex carp um and he's a vibe um and has a personality vibe it's like seems positive that's not what i'm saying i'm just saying that yeah he has a vibe there are many different vibes vibes can be a lot of things [27:30] So he's like kind of a meme.

Is it just because he's sort of erratic and... [27:36] has like fluffy hair or like what's the, what's behind that? Do you know? Um, I think that, [27:43] Yeah, I think that he... [27:45] reads, [27:48] sort of [27:51] - What's the right way to say it? I want to say unserious, but that's the wrong word. That's not the right word, but like- - It seems like he's just not really playing the PR game that a CEO would typically play, especially a CEO in that position. It's almost like a little Trump-esque to me where it's like, [28:05] you just don't fit the role that you hold and people find humor in that or people are entertained by it.

And he'll just like say things and act really radically. And then people are like, is this drugs? Is this personality? There's a lot of speculation. And I think most of the types of individuals that you see in those roles are extremely PR trained. They are not talking off book at all. And especially in a publicly traded company where markets can move based on like the way that he behaves at like, I don't know, deal book or something. [28:35] doesn't seem to give a fuck. And so that makes him like this internet personality, I think.

Yeah. Okay. That's what I thought. I wasn't sure if there was more to it. I don't think so, but I'm not really on top of the Alex Carpilore, but okay. Okay. [28:46] Well, you know who is? These girlies. The fashionistas. The fashionistas. So what I'm seeing is that there is now sort of... [28:57] a low key trend of hot girls wearing merch, [29:03] merchandise from these two companies. So there's a few examples that we will run through. The first one that I want to show [29:12] The first one that I want to show that I believe to be, I was curious if this was a real person, and we did chat briefly before the stream started, that you said biologically, [29:24] real I think is the word yeah how you said it yeah yeah the biolog yeah exists biologically or something like that yeah exactly so I can verify that this person is real due to knowing people that know her and have interacted with her yeah that are that are real but I think the reason I said biologically real is because like when you encounter someone on the internet there's like okay you see a picture of them and so that you you can maybe assume that they biologically exist could be AI yes but then there's also like they're also playing a character on the internet [29:54] - The character could be like, [29:55] fake like that it doesn't represent a real person yes but there's there is a real person that's playing the character and so that's with the knowledge i have i can confirm she is real biologically however is she representing herself in a authentic yeah an authentic manner i cannot confirm or deny who can she may not be able to do that yeah yeah no exactly like i don't really know if i'm being authentic like most of the time so totally um okay so actually underscore

[30:25] She also has a content creator. She also has a blog. [30:30] page on Instagram. She's got an Instagram profile. Some are calling it these days. I'm a boomer. I'm so boomer now. Anyway, so she has a few photos that she's been posting in... [30:41] Um... [30:43] In... [30:44] sexually explicit vibes. [30:47] which I support, but then with a jacket that's andrel. [30:52] which is... [30:53] Which you don't support? No, I don't know. I don't want to. I can neither confirm nor deny. Are you endorsing her right now? Okay, okay, okay.

Are you endorsing her behavior? Don't do this to me. I am a... [31:06] - We're doing neutral commentary. - A neutral commentary. - Yeah. - I think people should do what they want. Andriel, [31:11] is doing a lot of things, doing a lot of things out there in the world that is none of my business, is kind of how I feel. - Yeah, I definitely feel the same way. - Above my pay grade, certainly. And they made, the other reason they're making big news is that they're raising money right now, or they have raised or in conversations, the language around it is very weird, anywhere from 4 billion to $8 billion, [31:33] They're not publicly traded, they're pre-IPO.

They are valued, the valuation is looking like 60 billion. [31:40] lead thrive and Andreessen and so that news hit the timeline this week makes a lot of sense based on what's happening in the world more broadly which we don't need to get into but it makes sense to um announce that this week and anyway she's she this woman um [31:57] actually underscore Leah sport in the jacket for sure. And then I'm also seeing some girls, women on the timeline, sporting a Palantir hats. Now these women to me, it's in every picture.

This is AI. [32:13] Oh, this must be AI. [32:15] Why is there 24 pictures of her sporting a Palantir hat? [32:18] I mean, I think so that we'll talk about her on Boys Club Live. I know. I know. Yeah. Okay. And I know, and you're correct. And I just want to say that... I also think... [32:33] - See you there. [32:34] I think a hundred, okay. The crowd is confirming. Everybody's confirmed as AI. You're biologically not real person. [32:40] - Yeah. - Biologically unreal person. - There's a person out there that came up with this idea to create a figure.

- Exactly. - So yeah, like the image is not a person, but like someone's behind it. - Who's to say that that person isn't her in some weird way? - Yeah. I think, yeah, exactly. Like, I think we have to be careful. [32:56] with saying that things are AI because I always need someone to blame. [33:00] Like I'm not, I'm not, I'm not going to offload the like, [33:04] the moral implications of what's happening to technology. Like, no, someone prompted that. Someone generated those images. Someone made the profile. And they are responsible and they should go to jail.

And to me, that's just how it is. Don't try to use the technology to run away from you. [33:21] doing some sort of terrorism. I'll say it. I really, really think that that's, I agree. I'm aligned. We're aligned. So I think just when you accuse things of being AI, you just have to keep that in mind. It's a scapegoat. It's a way that people can, yes. I think that is very wise. It's like someone had the idea and AI was a tool for them to realize it. Exactly. Okay. And another layer to the story is

[33:44] Alineo Yanez? [33:48] Sorry. Someone. Some sort of person out there. His bio on Twitter is vibes at Palantir Tech, which is a crime. Like that's actually no matter what, that is actually a crime. Yeah. I kind of love it though, which I do support crime every once in a while. Okay. Makes sense. And he quote tweeted the photo of the woman in... [34:08] I believe to be AI in a Palantir cap. [34:12] Um, the, the tweet says we are now in the part of the cycle where Instagram models are wearing Palantir merch.

He quote tweets that and says IDK what's worse people not being able to tell that this is AI or thinking I'd pay IG models to rock Palantir merch. So this is not like Palantir. [34:30] Okay, 400 likes on it. This isn't like a statement from Palantir, but it is a statement from vibes at Palantir around this being not orchestrated by them. [34:40] But like, isn't that what you would say if you orchestrated it? I don't know. Like, I don't... If you have vibes at Palantir in your bio, I probably am not going to believe like anything that you say necessarily.

Like, I don't even believe what like my friends are saying on the internet. It's all performance art. Like, if you put that you have an agenda in your bio, I'm going to be like, okay, well, now... [34:57] I really don't know what's going on. Like, I don't know. You're just going to say whatever serves your agenda. Totally. [35:03] I think here's my... [35:06] my opinion is my opinion on this, all of this behavior, this trend on the internet. Yeah. Um, [35:14] I think, oh, there's one other layer to the story.

About three weeks ago, there was [35:19] merchandise pop up [35:22] what can only be described as a merchandise pop-up in Seoul, in South Korea. Maybe there's one in North Korea too. We wouldn't find out about it. No way to know. For Palantir merch. And [35:36] There was some speculation and the lines for this were insane, like insane. Down the block, around the corner, tons of people lining up to go to this. [35:46] pop up. And [35:48] People were saying like maybe potentially like a very common trend is that there's a brand in the US and then that brand is.

[35:54] licensed by a third party for merchandise to be produced in other countries. And this happened. And then that's why you'll go to Seoul and you'll see like a ton of like National Geographic like sweaters and you're like, what's going on here? And it's like something that has happened transpired with like a third party producer. [36:09] And so there was some conversation online about, oh, they must have licensed out their brand to a third party in California. [36:16] in Korea. That makes no sense to me. Why would Palantir do that?

That seems incorrect. Oh, I think this was produced by the team at Palantir. And also Alex Clark was there. He showed up. He's there. He's shaking hands. If they didn't orchestrate it, they at least endorse it. Exactly. And some are involved. Yeah. [36:33] So all of this, [36:36] trend that is happening. My personal take is... [36:40] These companies are very serious companies that are dealing with [36:45] national security, [36:47] are their business... [36:49] more or less is war in some ways. It's maybe more than that, but that's a big part of what's happening here.

- Yeah, totally. - And that is very serious stuff. [36:59] And to equate that with... [37:04] the same thing that Nike's producing and people are sporting it down the street. [37:08] is loco. That's loco behavior. Yeah, it is a little strange. I do think it's like, given what you're saying about the South Korea thing, it makes it even more egregious, this vibes guy's claim that like, [37:19] How could anyone ever think that I was AI generating something on Instagram or paying an Instagram model and then it's like, okay, well, you just… [37:26] did like a pop-up in Korea so it seems like you would do stuff like that.

It's not that crazy. Exactly. Yes. I do think there's this thing where okay there's the war machine Palantir which is like the core of the people who [37:38] are working there and doing the day to day and doing all the like [37:42] you know, nefarious things. The concept of having a computer job at Palantir goes crazy. Need, honestly. And then there's like... [37:50] the branding narrative layer that's outside of it. And like, I would just guess that they are so detached from one another. Yeah, totally different sides of the office.

Because it's like, they don't really benefit from... [38:02] being public? Like as far as I know, like if your revenue is coming from government contracts, like who cares what the public thinks about you? Also, like, are you going to shift public opinion by having merch? Like, [38:13] No, I mean, I would actually maybe I'm overestimating people. You might be. Yeah, I actually think you might be. I think that the reason why these women who are biologically real are some of them, some of them, at least one of them, one are sporting.

[38:28] Sporting it. [38:30] and posting pictures of it is... [38:33] It's edgelord behavior. It's a, it's a dog whistle to a certain type of man and it's engagement farming and the [38:42] And... [38:44] What? [38:45] - There, oh, potentially are bops. I don't know that this woman actually, Leah, is a bop. I don't know her. I don't know anything about that. - Well, I think it's like a bop remix where she's funneling her attention toward [38:57] Great. Palantir. [39:00] Right. I mean, visit, not, not my only fan, but visit. Yeah.

Um, yeah. Okay. So anyway, that was my first topic. Um, [39:09] I Palantir stock up 11% this week. Definitely because that girl is wearing those hats. Oh, 100%. Yeah. And the vibes guy too. Totally the vibes guy. Anyway, that's that. [39:24] Now it's time for one of your topics. - Okay. Oh, I want to talk about love is blind. - I saw that. Are you a love is blind watcher? [39:33] As of like two weeks ago, I am in fact a love is blind washer. That's really surprising to me about you.

Yeah, so I actually [39:40] I don't have a TV. Uh-huh. And I just like went over to my friend's place and she was like... [39:46] "Let's watch Traitors" and "Love is Blind" [39:49] - It was a real brain off day. - Yeah, yeah. - Totally. - I mean, most days for me to be frank, but like this was like a really, I was really leaning into it. - Full, yeah. - Reality TV psychosis. [39:59] eight hours locked in like snacks on the couch. I ended up there until 3 m. like it was really and it was like just me and her like we were doing commentary and [40:12] It was amazing.

- Oh, totally. - I had a great time. - For sure. - So Love is Blind is great because it's normal people. - This season, you're doing this season. [40:20] - Yeah, it's like the season that's currently coming out. And I'm not like all the way up to date. So I'm just, there are like two things that I really care about from Love is Blind that I wanna discuss. [40:28] But just like to give you an idea of what the show is, it's basically like two people, like super speed day, like where they're just dating for like hours and hours and hours a day and they rotate through people, but they can't see each other.

They're like speaking to each other through a wall. And they do this thing where they get like, [40:43] super emotionally revealing like immediately and they have these crazy like [40:49] emotion they're just like really intertwined in a way that is so accelerated yes and then they decide if they want to get um married engaged yeah which is the same as you know whatever whatever really the same thing step one to marriage um and then if they do that then they get to see one after they commit to being engaged they get to see each other um and then they go reveal what they call the reveal i don't watch this anymore but i watch season one so i'm i'm familiar but okay yeah and then they like go on a trip together and then they decide if they're

[41:19] - Yeah. - Except this, one of the things I wanna talk about is on this season, the, so everyone who has a partner who like ends up being matched is supposed to go on the trip. - It's all heterosexual couples. [41:29] Yeah. Yeah. At least on these. I don't know. I've only seen one season, but like, I mean, okay. Yeah. Like, do you want to watch... [41:35] Well, whatever. [41:38] Keep going. [41:40] So they all go to, they all like fly to Mexico or somewhere, except for one couple like goes to Malibu.

What? And then they're like, oh yeah, we didn't. It's like a Netflix produced. [41:52] Oh, we didn't have the budget to send everyone to Mexico or whatever. What are you... And it's like... [41:58] Obviously, either someone's on a no-fly list because they have several felonies, or I don't even know how you get on a no-fly list these days, or like they just don't have a passport or something. And it's like... [42:07] Why are you trying to like, it's so patronizing that you think that I am going to think that Netflix didn't have the budget to say like, I get that you have to cover, like you can't tell the truth, but just say like, we can't tell the truth about this situation.

That's what I do. If someone asks me something and I don't want to answer it, I just say, I don't want to answer that. I don't make up a lie because I'm a good person. [42:37] want to answer your question. Yes. [42:40] It is honest. It's intellectually honest. Okay, so who do you want? There's a specific man that you wanted to highlight. Oh yeah, okay. So there's this guy named Alex and he's the most real name Alex. So it turns out he lied about his name. His real name is Alec.

Alec with a C. Oh. People are really clocking him because the whole thing is that he's... [42:59] really dishonest in this like [43:02] crazy extremely obvious way. - Uh huh. - And I really, really like have never, like, [43:08] Hate is a strong word. I've never disliked someone on reality TV as much as I've like disliked him. And I think it's because like... [43:15] He is basically, so if I didn't have any sort of filter to my behavior, [43:20] I would act exactly like him. Like he exists in my mind.

And then there's like this other part of my mind that filters it out. So, so that I can be normal. Okay. So I feel this like crazy kinship to him. So he, he's like all of your intrusive thoughts come to life. [43:35] - Yeah, he's like actually a me if, yeah, kind of. - Okay. - But the not intrusive, like he's really me. He's like me before I filter myself. - Okay, okay. - And he's like a horrible person. - Okay, okay. - So. [43:50] So I just want to try to like describe the ways in which he's a liar.

He is engaged. [43:57] Yeah, so he got engaged on the show. Yeah, so he's there and then they meet the parents and stuff. So his vibe is kind of like, okay, so he... [44:05] was a soccer player and he's like obsessed with referencing that he could have had an amazing soccer career, but it didn't pan out. And he's like very obsessed with, [44:14] potential because his reality is like really not anything to talk about seasons ohio [44:21] Yeah, these people are all like from Ohio, but he's like low-key homeless. So he actually just stays in Airbnb.

So he's not really. Oh my gosh, I saw a screenshot of all his AirBanes. Everyone's talking about it. Okay. Yeah. Okay. Okay. [44:32] It's really important. - 'Cause he was trying to prove [44:35] that [44:36] that he was somewhere at a certain time. So he published- - It's like, no, I couldn't be cheating. I don't know. - Okay. He's a cheater. That's what's happening. - I mean, I don't really, I don't know if there, do we know if there's confirmed cheating behavior? [44:49] Okay, fact checking that. Okay, yeah. So allegedly, we can't confirm that he's a cheater.

Nor deny. There haven't been any allegations. Yeah. [44:57] So he will just, like, tell these really trivial lies about, like... [45:02] He says that he's a day trader and he says that like... [45:07] He's always like, [45:08] Yeah, I could like get whatever job I wanted whenever. Like I can just like move wherever because they'll just like instantly give me a job. And it's like, well, do we have any evidence for that? Like it seems like you're just kind of talking about things. Yeah, yeah. Like you're talking about your future and then there's this.

[45:19] there's this like moment where he meets his fiance's dad and the dad is like basically trying to [45:25] like catch him in a lie or kind of like pushing at what he's saying and he says like yeah my grandparents were together for 50 years but they're currently 67 years old and it's just like okay the math doesn't really make [45:37] I think he says they're married for 50 years. It's like, okay, so they got married at 17. Like, that doesn't seem right. Yeah, they were born. [45:43] dogs, the grandparents, so they definitely didn't

[45:46] Yeah, yeah, there's like more, yeah, there's other like contextual reasons to believe that he's lying. But to me, he's like very like tech grifter archetype, which I think is why I'm like so fascinated by him. You're drawn to him. Yeah. You're like, I know him because he's me. Yeah. And like, I know so many people who are like him where it's like. [46:05] like he's unemployed he's like low-key homeless but he's always talking about like he's he's attending the like there was some fed call like where that he gets on yeah yeah he's like listening to powell talk and like acting like he's like locked into the global economy and i'm like yeah no this is every single like day trader or like crypto person that i know it's like [46:27] Yeah, yeah.

He's really explaining things. And... [46:33] He has nothing like there's just like actually nothing going on. Okay. But he's falsifying this like huge persona, which I also love because I love when people like play a character. Yes. But there's no awareness to it because I feel like he's sort of like. Do you think he believes it? [46:46] Like he believes the story that he's telling? [46:49] Honestly, great question because I feel like whenever someone is really... [46:54] manipulative in this kind of obvious way like i encounter people like this in real life and i'm like [46:59] I genuinely can never tell if they believe their own.

Uh-huh. I think he does believe. [47:05] - Okay, Kate thinks that he does 'cause his mom supports it. [47:08] Supports him. Yes. [47:09] - Yeah, it was just like me. - Oh, okay, so you're saying he's had, throughout his life he's been enabled to, okay. [47:15] There's a... [47:17] Some generational sin that needs to be broken. Yeah, yeah. Okay. Which... [47:22] I mean, I don't want to... [47:23] I just don't want to blame his mom for his behavior though. That's my, like, he's like that. Okay. Like, I get it. Like, yeah, she may have enabled it in some way, but like, he's a horrible person.

And that's, that's like what I'm trying to say. And that's what the internet says too, right? Yeah. There's like him and this one other guy and everyone is like. [47:40] They're horrible. Okay. Like people do rankings of it. Like I saw tweets and it's like, you know, the normal people at the top, which normal just means like quiet and unproblematic. It doesn't even like there's no one to be obsessed with. It's just like, oh, this person isn't like offending me at every moment. Yes. And then they'll say like a trash can and a dumpster and then they'll list, you know, like it's like a meme format.

Okay. Okay. I see. Wow. Okay. Alex from love is blind getting absolutely crazy. [48:04] No love. [48:05] on the internet yeah and i would say like if you're if you're trying to date like a crypto guy or like a tech bro i would say watch this [48:12] season of Love Island and sort of understand that whether or not you're clocking it right now to some extent underneath it all well the guy that you're dating is [48:20] Alex and that's you need to be aware of that cautionary tale yeah eyes wide open yeah it's actually research [48:27] Oh yeah, 100%.

Okay, nice. You accidentally called the Love Island. [48:32] Oh yeah. Okay. So I guess I misspoke and said it was Love Island. It's actually what? Love is blind. Love is blind. Okay. Um, I do think we need to come up with a title for our. [48:44] Love is, love is, yeah. Yeah. I don't know. Skinny love or something. Um, and the it's, it's bonnie bear. Yeah. Yeah. He can do the theme song. Um, okay. So my next topic is sort of just like, uh, [49:01] AI, you know? - Oh, okay, love AIs.

I've been accused of having AI psychosis many a times. I'm excited. - I think it will go really smoothly into that. [49:10] There's just three things that I've witnessed around AI that I believe to be interesting and something to discuss. So the first one is this Reddit question. [49:21] correspondent that says that two AIs accidentally talk to each other for two hours. So essentially what happened here is someone is experimenting with voice AI and, or this, yeah, this Reddit user is experimenting with voice AI. [49:37] And... [49:39] Basically there's. [49:41] this person, maybe a woman, I don't know, went and...

[49:45] set up a bot to make a dentist appointment for them, for herself, for themselves. Okay. Psychosis behavior immediately. Just call the dentist's office. Like, [49:54] Bye. [49:54] - Totally. - But sure. Okay, go off. - But we can put that aside for now. And then-- - Yeah, I'll stop making allegations. Okay, sorry. - And then apparently the office has some kind of automated AI [50:06] for the receptionist. [50:08] Okay. Okay. So they're now, they're now speaking and, um, instead of a human. So there's two systems that are now talking to each other and basically they started talking to each other and they, they never stopped.

So for two hours, no human joined and they kept politely confirming things, asking for clarification, thanking each other, reconfirming previous confirmations. It was like listening to the most professional meeting that accomplishes absolutely nothing. Nothing got booked. I later checked the logs and realized the call basically burned through a