CEOInterviews.AI
Start App
Joe Weisenthal
Co-host, Odd Lots, Odd Lots

🗽 Live from NYSE

📅 Nov 02, 2026 TBPN 90 MIN 8181 VIEWS 560 SEGMENTS · 5 SPEAKERS
TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY... https://podcasts.apple.com/us/podcast...    / @tbpnlive  

What Joe Weisenthal said

Written from the verified transcript and checked against it. Every figure links to the moment it was said.

Joe Weisenthal discussed the upcoming US midterms, focusing on Texas Governor Greg Abbott's stance on data centers, noting Abbott is 'the closest thing to the last man standing' but has been 'flinching for months' with moratoria. He mentioned a poll showing Democratic candidate Hinojosa up one point and Abbott down to about 60% in betting markets. Weisenthal said he trusts prediction markets as 'conventional wisdom distillers,' taking seriously a 40% chance of a Democrat winning Texas. On AI, he said there's no consensus on who makes money, and the trade requires a 'massive capabilities jump soon,' citing deceleration at Anthropic and Elon Musk's focus on supply. He discussed the 'messy jobs thesis,' saying AI isn't a job replacement except for roles producing lots of code, and that true agency is missing, with current agents being 'sub-agents' and 'clones of each other.' He mentioned Goldman clamping down on vibe coding, and said walking Manhattan makes a consumer slowdown hard to fathom, though he acknowledged signs of 'discriminating' purchasing.

Key takeaways

  1. Weisenthal trusts prediction markets as conventional wisdom distillers, taking seriously a 40% chance of a Democrat winning Texas.
  2. He said the AI trade requires a 'massive capabilities jump soon,' citing Anthropic's deceleration and Elon Musk's supply focus.
  3. He said Goldman is clamping down on nontechnical employees' vibe coding, for both risk and productivity.

Numbers and commitments

FigureWhat it refers toTypeAt
60% Abbott's probability in betting markets metric 2:53
40% Chance of a Democrat winning Texas per market metric 4:11
$10,000 Monthly AI spend for an engineer price 14:00
20% GDP growth from AI going well metric 8:54

Chapters

  1. 0:00Midterms and Texas governor race
  2. 3:15Prediction markets as wisdom distillers
  3. 8:03AI trade and money makers
  4. 9:49US productivity and AI effects
  5. 10:39Consumer spending and economy sectors
  6. 13:02AI capabilities and agents
  7. 17:19Personal AI use and gadgets
  8. 20:08Halloween and whimsy

Questions asked in this interview

12
  1. 0:17Thank you so much for joining us. How you doing?
  2. 1:44... for him to go into the election like super, like, I was even, I was talking with a city council candidate who got endorsed by this, like, crazy group in my town, right, and we're like, that's a little suspicious, like, why'd they do that?
  3. 7:27... chess that the tech community is secretly behind the blue wave because they overbuilt AI compute and they want to create bans on compute development so that that reduces supply, that can drive up prices, earn more margin in the short term?
  4. 10:21I mean, in general, are you still feeling that the American consumer is undefeated?
  5. 18:24Have you booked a dinner reservation with artificial intelligence yet?
  6. 20:25Is that to stay away from potential lawsuits?
  7. 31:25Have you used artificial intelligence to book a restaurant reservation?
  8. 34:08Oh. Were you saying about Beehiiv?
  9. 44:40How what is your mindset with the team when market conditions are horrible?
  10. 55:56Where are you going to go?
  11. 1:08:57It feels like they just come in, ruin all the food, and then what is the next ask?
  12. 1:21:55And realizing like, okay, like maybe this wasn't always necessary like five years ago, but now it feels like relief in some way, right?
John Coogan 0:00 ↗
You're watching TVB. Today is Monday, November 2nd, 2026. We are live from the New York Stock Exchange here in New York. We're in New York Mag. We were featured. Not really featured.
Jordi Hays 0:12 ↗
One sentence, more of a footnote, but we're technically in the New York Magazine. We're here with Joe Weisenthal.
John Coogan 0:17 ↗
Thank you so much for joining us. How you doing?
Joe Weisenthal 0:19 ↗
Love joining the third brother.
Jordi Hays 0:21 ↗
Thank you. Thank you for coming to town.
John Coogan 0:22 ↗
Yes, always here. You know who else is in town? Ramp. Let me tell you about Ramp. Time is money. Save both. Easy-to-use corporate cards, bill pay, accounting, and a whole lot more, all in one place. So, Joe,
Joe Weisenthal 0:34 ↗
Yeah.
John Coogan 0:35 ↗
Explain the midterms to me. What are the midterms?
Joe Weisenthal 0:39 ↗
Well, you see, in the US Constitution, you know, they elect the president every four years. No, here's the thing. You guys are probably like me in the sense where it's like, I don't know. I feel like very lucky to have a job where I don't have to talk about politics very much. It's like, oh my god, thank God. Like, I guess
Jordi Hays 0:54 ↗
Which is crazy because you end up talking about politics maybe like 10 or 100 times more than us.
Joe Weisenthal 0:59 ↗
I know, which is still not very much, but unfortunately, like, sometimes it matters and sometimes you can't talk about markets. You can talk about tech.
Jordi Hays 1:06 ↗
Sure. Yeah. There's
Joe Weisenthal 1:08 ↗
Eventually, like, all right, I should learn a little bit about this midterm thing, like you guys. Yeah,
John Coogan 1:13 ↗
This is my takeaway, you know, is that it seems the expectation from a lot of people is the Democrats are going to have a huge night
Joe Weisenthal 1:21 ↗
In the AI world that you guys should just be paying attention to, the Texas governors right now.
John Coogan 1:25 ↗
Explain what's going on.
Joe Weisenthal 1:27 ↗
There's basically nobody who is data center build anymore, right? But Abbott is the closest thing to the last man standing.
Jordi Hays 1:33 ↗
Yeah, basically. And even he, even he is, he's flinching a little bit.
Joe Weisenthal 1:38 ↗
He's been flinching for months now. So it's like these, like, weird, like, moratoria that are like, oh, we should do a little more environment.
Jordi Hays 1:44 ↗
Yeah. You can't, it wouldn't make sense for him to go into the election like super, like, I was even, I was talking with a city council candidate who got endorsed by this, like, crazy group in my town, right, and we're like, that's a little suspicious, like, why'd they do that? And he's like, we're just, you know, like, you know, I'm not committing to anything one way or another, like, you kind of have to, like, play both sides a little bit. So no one is going into the election saying, I'm into data. But some people might actually believe in things like progress and development and technology and stuff like that.
Joe Weisenthal 2:16 ↗
You know, obviously, so much of the tech world, so much of the manufacturing world, etc., sort of sees Texas as the future. Probably deep down, Abbott does himself, but he's been playing it down. But, you know, up until a few weeks ago, the assumption was that it was a lock in Texas. Maybe, you know, the Senate race has been competitive for a while. Now, the Democrat, James Talarico, heavily favored,
Jordi Hays 2:37 ↗
But like, no, but the Republican Senate nominee, most people perceive him to be like a deeply flawed candidate, like probably the least competitive Republican they could have picked. Abbott is Abbott, though. He's just like a regular Texas Republican for a long time,
Joe Weisenthal 2:53 ↗
But it's going to, like, now everyone thinks it's going to be close. There was actually a poll last night that came out that had Hinojosa, his competitor, up one. He's down to about 60% in the betting market. So that rounds to 50% in my book.
Jordi Hays 3:06 ↗
Yeah. Yeah. I thought they built a
Joe Weisenthal 3:09 ↗
wall. In Brazil it was 80% and then it traded.
John Coogan 3:13 ↗
What's going on with prediction markets?
Joe Weisenthal 3:15 ↗
Here's my take.
John Coogan 3:16 ↗
Yeah.
Joe Weisenthal 3:17 ↗
I still basically trust markets. Like, I'm at core, yeah, including prediction markets. Like, I doubt any of us know more than what people bet, like, the collective wisdom, that whole thing, like, the collective wisdom of markets. Yeah, I basically believe in this.
John Coogan 3:32 ↗
Okay. So, so when you see, when you see a 20% to 80% upset, you think, man, this should happen one every five times.
Joe Weisenthal 3:40 ↗
Yeah. I mean, I was pretty surprised, like, deep down. So, this is what I think. This is what I think.
John Coogan 3:45 ↗
Yeah.
Joe Weisenthal 3:46 ↗
Markets are really good conventional wisdom distillers, and that's actually very valuable. In other words, people will say that as a sneer. They're like, 'Oh, this is just conventional wisdom.' And I'm like, 'No, that's actually really good, because if we say, like, price that.'
John Coogan 3:59 ↗
Yeah. Because this is a useful thing to have. There's like a meaningful difference between like 55. So we say, 'Oh, this candidate A is favored over candidate B,' right? What was it? 55% or is it 80%?
Joe Weisenthal 4:10 ↗
Yeah. Yeah.
Now we actually have a number that we could put on it. And so it's like, oh, what is that conventional wisdom? So I think that's pretty useful. I, by and large, think it's like hard for most people to confidently look at any market and say like, 'No, this is wrong.' So when a market has a Democrat winning at a 40% chance of winning Texas, my view is like, you got to take that serious.
John Coogan 4:30 ↗
You got to take that seriously.
Joe Weisenthal 4:31 ↗
Like, I don't know.
John Coogan 4:31 ↗
That's all I'm saying. That's all I think. Like, it's very unlikely.
Joe Weisenthal 4:35 ↗
Yeah.
Yeah. A lot of people
John Coogan 4:37 ↗
What about here in New York? Is this an important election?
Joe Weisenthal 4:40 ↗
No, I don't think so.
John Coogan 4:41 ↗
It's less important.
Joe Weisenthal 4:42 ↗
I don't think there are some people a couple weeks ago who are like trying to make the attorney general's race a thing, but no,
John Coogan 4:50 ↗
I don't think, but it's not the major swing. Okay.
Joe Weisenthal 4:52 ↗
It might be interesting to see. There's been this talk because, you know, it's a heavily Democratic state. It will remain. So maybe like one possibility is that Democrats have a huge year nationally, or sorry, a huge night nationally, but that like some of the incumbent Democrats of the North do a little bit worse than their brethren. Like some sort of like anti-incumbent bias that hurts them. I would be very shocked if anyone's talking about New York.
John Coogan 5:16 ↗
What's your take?
Jordi Hays 5:18 ↗
Because I just know, just for the election, because I just saw something before we got live, which is that apparently there's like electrical outages in some, in Maricopa County in Arizona. I didn't have a chance to fact-check it, but that feels like a
John Coogan 5:37 ↗
And we were on the flight yesterday. We spoke with a buddy who's in the legacy media world, and he was coming out for the election, and he's like expecting this to be like all week, basically. Like, he doesn't have his return flight yet.
Joe Weisenthal 5:51 ↗
Interesting. So if it's like, all right, like there's two kinds of peak chaos, I guess. One is apparently there's some big storm coming up the other heart of the country. Have you guys seen the weather? Like, so maybe that'll like, in a depressed election day turnout, there's people who are like looking at the weather and it's like, oh, Democrats. Who do you think is behind the storm?
Data center?
John Coogan 6:15 ↗
Which side? So, what side
Joe Weisenthal 6:17 ↗
Must have.
John Coogan 6:19 ↗
You got to ask about.
Joe Weisenthal 6:20 ↗
You guys must have had some like weather startup guy, like those cloud seeders.
John Coogan 6:25 ↗
We've had a bunch. Yeah,
Joe Weisenthal 6:26 ↗
I know. It's funny because it's like no one really controls the weather. It's like, well, what about those guys you had on? Literally, that's his entire pitch.
You know what I think could be just like a very crazy outcome tomorrow. So like, you know, there's some questions about the Senate and who's going to take the Senate. Number of competitive races could swing Democratic. The one interesting one is that in Michigan, you know, there's the far-left candidate or the left candidate, Abdul El-Sayed. I think it would be a very funny outcome from a sort of like chaos, like people just going absolutely insane online if he ends up being the only competitive Democrat that wins. So it's like if Republicans pulled out in Kansas and Iowa and all these others, but then they lose the one that, like, I'm just thinking what would get people like the most, because you know we live for fighting on Twitter. This is like we wake up to see people arguing. If that were the final outcome, like you would have people just absolutely losing it, 100%.
John Coogan 7:27 ↗
What do you think of the 4D chess that the tech community is secretly behind the blue wave because they overbuilt AI compute and they want to create bans on compute development so that that reduces supply, that can drive up prices, earn more margin in the short term?
Joe Weisenthal 7:45 ↗
I like this take.
Jordi Hays 7:46 ↗
Yeah, because there's a lot of supply coming online. This is a good take because this is just... No, I like this because it gets to one of the things I've been thinking about, which is like,
John Coogan 7:57 ↗
Okay, let's,
Joe Weisenthal 7:58 ↗
This actually might be 5D.
Jordi Hays 8:01 ↗
They might be in the fifth dimension.
Joe Weisenthal 8:03 ↗
People talk about the AI trade, right, on Wall Street, and the thing that I don't totally understand is like, well, there's no consensus yet on who actually makes money. Let's just say it's like everything goes well, let's just say it all goes well, it's great for the economy. I would still say not obvious consensus on like who the money makers are in that scenario, whether it's the lab companies, right now there's even, yeah, diffusion, like the Microsoft plus Palantir versus OpenAI plus,
Jordi Hays 8:30 ↗
Just like, or is it just going to be like the chip makers? Is it going to be everyone else, so the rest of the economy doesn't commoditize? Up top, there's ambiguity on this question.
Joe Weisenthal 8:40 ↗
So like, it certainly seems to me, I love the bottleneck. They want to create bottlenecks, so they're funding data center bans to create more bottlenecks so they can trade them.
Jordi Hays 8:51 ↗
Because it's like, no, no, like we want to be the winners again.
Joe Weisenthal 8:54 ↗
Exactly. But I think AI going well to some people just means like 20% GDP growth,
Jordi Hays 9:00 ↗
Right? Like that's actually, that's no... But look, there was a survey at a company that I won't name,
Joe Weisenthal 9:07 ↗
Was it
Jordi Hays 9:08 ↗
I think it was Anthropic, because I thought 40s were really high, but then the average American was really high too.
Joe Weisenthal 9:14 ↗
Yeah. Yeah. Yeah. Everyone is expecting like,
Jordi Hays 9:16 ↗
Economists. Yes, that was the funny thing. The economists are like, 'Oh, yeah, hey, it could really drive a huge productivity boom. We might get up to three and a half percent.' But you know, we joke about it, but we all should have... I mean, anytime this comes up, what will be the productivity effects of AI?
Joe Weisenthal 9:33 ↗
It's like, what were the productivity effects of the internet? It's hard to see, you don't see them in the chart, even though, what were the productivity effects of the mobile phone?
John Coogan 9:40 ↗
I thought I did just see a chart in the Financial Times that showed worker productivity in the United States was growing and it was outpacing other countries. Did you dig into that at all?
Joe Weisenthal 9:49 ↗
I know. Okay. You could attribute it to layoffs, right? Right. And there's, yeah, so there's like a, yeah, like that's probably what it is because ultimately like the US allowed a bunch of people to get laid off and substituted them with checks. So that flatters your productivity for a while.
And also the US is, so that probably started the divergence, and then the US economy has just been much stronger than Europe's for the last several years. It's hard for me to imagine it's a big AI difference, but
John Coogan 10:21 ↗
Sure. Sure. Sure. Yeah. I mean, in general, are you still feeling that the American consumer is undefeated? It feels like there's all this chaos in the market. There's a lot of fragility where it's like, oh, if this doesn't go perfectly, could be bad, but all of that is basically just froth while
Joe Weisenthal 10:39 ↗
I'm in this bubble in New York City. If you're walking around New York City, you cannot fathom right now that like there's some slowdown.
John Coogan 10:46 ↗
There are people waiting in line down the block for
Joe Weisenthal 10:50 ↗
$30 sandwiches.
John Coogan 10:52 ↗
New York feels absolutely, you know, everyone's like, I can't get a dinner table.
Jordi Hays 10:56 ↗
We see this in LA where people, it'll be like Monday at 10:00 a.m. and there will be lines around the block for a record store.
Joe Weisenthal 11:05 ↗
You know, I'm like, if you're walking around New York City, you could never be convinced that there is a consumer slowdown. I do think that, and even like when you listen to corporate executives speak, it's a little bit ambiguous because I've been hearing, 'Well, we've noticed the consumer is starting to get a little bit more discriminating in their purchasing.' I've been hearing that since 2022, so it's like for every year. So we noticed that the consumer is starting to trade down a little bit.
John Coogan 11:29 ↗
I don't know. I've seen some back and forth that it still feels like there's a lot of spending in this economy from every sector.
Joe Weisenthal 11:36 ↗
This is the most important thing right now, actually, which is that, you know, you can divide the economy into roughly three sectors. There's the household sector, the business sector, and the government sector.
John Coogan 11:46 ↗
And where's the gambling sector?
Joe Weisenthal 11:48 ↗
The gambling
John Coogan 11:49 ↗
That's a huge part of the business.
Jordi Hays 11:52 ↗
I did see an ad on the way here that just said, 'Predict big.'
John Coogan 11:57 ↗
Predict big. Just predict
Joe Weisenthal 11:59 ↗
Predict, bro.
John Coogan 12:01 ↗
I just predict. What do you do on black? You don't really see that big, predict big,
Joe Weisenthal 12:08 ↗
But every one of them is spending. This is the key thing. Households are spending. They're going, they're either like
Selling based, if they're on the top part of the K, they're like selling based on their equity accumulation. If they're on the lower side of the K, they're probably like going deeper into consumer credit. Businesses are spending either from the AI buildout or just like spending on AI, and the government is spending on old people.
John Coogan 12:29 ↗
Although, did you see Torsten Slok over at Apollo saying, what's his latest? His latest is that basically Fortune 500 having a little bit of indigestion around AI spend outside of the Mag 7. Mag 7 is seeing positive ROI. If you're a tech company, you can immediately deploy the AI agents, improve your software, see an ROI. But if you're in the S&P 500, but you make tires or you do forestry or you do oil and gas, a lot harder to actually improve revenue or actually replace a job because many of the jobs are purely
Joe Weisenthal 13:02 ↗
My stance on this is like, for this, for the overall trade to work, you have to have a massive capabilities jump like soon. Like in Q4 of last year, everyone was like, 'Whoa, it doesn't seem like chatbots are going to be like,' and then you had agents, and it's like, the trade right now requires that, like Elon saying like, yeah, like you have some deceleration, you know, like Anthropic Q3, you see a little bit of deceleration, it's still growing tremendously. And Elon is saying like, you know, basically all the SpaceX projections are like, just focus on supply, right? Which is like, we're going to bring on an insane amount, don't worry about demand, we're bringing on an insane amount of supply, right? And that could prove to be an amazing decision, right?
John Coogan 13:56 ↗
Yeah.
Joe Weisenthal 13:56 ↗
But we need that capabilities jump like fast.
Jordi Hays 14:00 ↗
Yeah. Right now there's no one outside of an engineer that can go to their boss and say, 'I want to spend $10,000 a month on AI.' Yeah, that's pretty hard. So, this is in marketing.
Joe Weisenthal 14:08 ↗
My colleague at Bloomberg today, Todd Gillespie, had a good thing. Goldman is clamping down on its non-technical employees like vibe coding, including its traders, which I thought was pretty telling. And it said it was for both risk and productivity. So, if it was just risk, you know, I know there's some issues with people, there's still anxiety about data sharing and stuff like that, or data retention or whatever, but it was also about the productivity. Yeah. So, it's like maybe not every trader needs to be vibe coding up there and stuff like that.
John Coogan 14:40 ↗
I thought that was a telling story that speaks to the
Joe Weisenthal 14:43 ↗
tors. Yeah. There's something about an engineer who's actually seen what a month of engineering work does and how hard that is, and they're maybe a little bit more judicious with the
Like, as we know, like I'm a very big believer in what some economists, and I wish I could cite the person who like first either wrote the name, but like they call like the messy jobs thesis. We all have like, you know, within a job we have like 30 tasks, right? And so forth. And so you could say, well, like AI is really good at this task, but it's not really a replacement for someone's job.
John Coogan 15:15 ↗
Yeah. Totally.
Joe Weisenthal 15:15 ↗
Except maybe if you're just producing lots of code, then maybe your job isn't so messy.
Jordi Hays 15:20 ↗
There are some jobs that look a lot like repeat tasks.
Joe Weisenthal 15:22 ↗
Yeah. And so yeah, I think what we need to see is like real agency. And I don't mean like, I don't mean agents of like you're telling an agent to go and do something. You need like, you know, right now we have the equivalent of like every company has access to like a hundred PhDs and they just like sit in the room and they don't even talk or they don't even look around, right?
Jordi Hays 15:42 ↗
And so I do think the next leg up can come from like, hey, I'm setting a budget cap,
Joe Weisenthal 15:48 ↗
Now use that most effectively to improve my business, right? You know, I've played around
Jordi Hays 15:51 ↗
And that's effectively what you do on Meta, which is like you're like, here's how much I'm willing to spend, get me as many customers as you can, right?
Joe Weisenthal 15:58 ↗
And I do feel like what's missing is still true agency, right? And so agents are like almost like,
John Coogan 16:07 ↗
No, that's true.
Joe Weisenthal 16:08 ↗
And the agents that we have today are like really all like sub-agents in some ways, right? That's right. They'll only do things that they're told to do. And so
Jordi Hays 16:16 ↗
Well, they're also clones of each other. Like this is like another issue, which is like you think like, oh, if you gathered 100 PhDs in a room and told them to go
Joe Weisenthal 16:25 ↗
Accumulate customers, do whatever, it might actually work. But if it was a hundred of the exact same PhD who had all done the exact same thing,
Jordi Hays 16:31 ↗
Alex Emmons, who's over at Google.
Joe Weisenthal 16:34 ↗
Yeah. He's a cool guy. He's talked about this, like part of the reason this hasn't really, like people haven't really cracked like sort of like autonomous multi-agent teams is that it's actually kind of all the same agent. In many cases you sort of need to get a Thunderdome-like battle, make them battle it out with like, get them like genuinely different points of view. And I don't know if anyone cracked the right orchestration for that. I mean, people used to just like turn up the temperature on these. Do you remember this whole thing? But like I
John Coogan 17:01 ↗
Forgot about temperature.
Joe Weisenthal 17:01 ↗
Temperature, some of these things going back and forth for just getting weirdness up and get it to, let's get some more hallucinations. Yeah. I mean, people were saying like hallucinations are sometimes like a feature more than a bug. Not, you don't always want to hammer it out because you want some creativity.
John Coogan 17:18 ↗
Yeah.
Joe Weisenthal 17:19 ↗
How are you thinking about your refrigerator at home?
John Coogan 17:23 ↗
Is it Wi-Fi connected? It's not Wi-Fi connected, but I've had a voice.
Joe Weisenthal 17:27 ↗
I feel like even if it was, you would say that it wasn't.
John Coogan 17:30 ↗
So, you're a target.
Joe Weisenthal 17:31 ↗
Lock in and heat up all your beers.
John Coogan 17:33 ↗
Oh, god. No.
Joe Weisenthal 17:35 ↗
Well, and stomping someone's beer. This is diabolical.
I bought my refrigerator like two years ago. Amazingly, the ice maker works. I've never had it. My whole life I've never had an ice maker work that well.
John Coogan 17:47 ↗
Luxury.
Joe Weisenthal 17:48 ↗
Yeah. No, my life is pretty good these days. I got the ice maker still working. I do have a Wi-Fi enabled air conditioning, and I hate it.
John Coogan 17:56 ↗
Okay.
Joe Weisenthal 17:56 ↗
So like I actually could, it's nice because if like, you know, if I'm coming into town or something like that, I can turn on the air conditioning before I get home.
John Coogan 18:03 ↗
That's great.
Joe Weisenthal 18:04 ↗
But I can never, like when the internet is down or whatever, like I don't know where my actual remote controls are.
Jordi Hays 18:11 ↗
Use case: agent runs, detects your location at JFK. This is what we're talking about. Now, that would accumulate some tokens. You know, like that's what gets on demand, guys. Let's constantly check in Joe and whether we think he's near.
John Coogan 18:24 ↗
Have you booked a dinner reservation with artificial intelligence yet?
Joe Weisenthal 18:28 ↗
No. I have not yet.
John Coogan 18:31 ↗
Yeah.
Joe Weisenthal 18:31 ↗
I have not booked a flight yet either. Okay.
Jordi Hays 18:34 ↗
I've tried to book a flight.
John Coogan 18:36 ↗
Okay.
Jordi Hays 18:37 ↗
And I was just like, no, because it was like, it just like, I, so I tried using Meta AI to book a flight and it like pulled up the United website.
Joe Weisenthal 18:47 ↗
It's hard because like the UI is pretty, there's been decades of work on UI for showing you, does it have a connection, how much does it cost? Like all the information that you want is already vended to you. So
John Coogan 18:58 ↗
So it's like, actually, look, I'm bullish on that stuff. Like I think it's going to be a really nice thing. People like, do this, do this for me. Oh, I did have, so I was, I said this on the podcast like a week or so ago, but I had four days at home with just, it was just me and the kids. My wife is out of town, and it happened to be a stretch of a few days where there was a lot going on for both kids, you know, parties and stuff, and it was just so nice being able to go into ChatGPT and say, 'Where do I need to be in the next hour?' Okay, now where do I need to be next hour? Just like scan through all my, take a messy calendar and turn it into like an
Joe Weisenthal 19:36 ↗
info.
John Coogan 19:38 ↗
If you ever get asked to
Joe Weisenthal 19:40 ↗
Like describe one of your children in like a parent-teacher context, ask the AI. It will just nail it. Right. If you're stuck, if you're stuck, you just have no idea what to say.
John Coogan 19:52 ↗
All the information is
Jordi Hays 19:55 ↗
Dude, do you know what we're referencing?
Joe Weisenthal 19:57 ↗
What?
Jordi Hays 19:57 ↗
Oh, this was Marissa Mayer.
Joe Weisenthal 20:00 ↗
Yeah. She has a new startup, and the New York Times kind of
Jordi Hays 20:03 ↗
Cherry-picked the worst, most unrelatable quote potentially.
Joe Weisenthal 20:07 ↗
I did see that.
John Coogan 20:08 ↗
It was rough. What about Halloween? What were you for Halloween?
Joe Weisenthal 20:11 ↗
They're throwing you out. It's very
I have no sense of whimsy.
John Coogan 20:14 ↗
No sense of whimsy.
Joe Weisenthal 20:15 ↗
No. No. No. I have no sense of whimsy.
John Coogan 20:17 ↗
That doesn't match with my understanding of you at all.
Joe Weisenthal 20:20 ↗
Both my kids, my son was a ninja, my daughter was a fairy. My wife put on a
John Coogan 20:25 ↗
I like that. Wait, wait. I like that the family, the Weisenthal family, doesn't go for specific intellectual property. Is that to stay away from potential lawsuits?
Joe Weisenthal 20:36 ↗
No, no, no. But it is a lost art to just be like, I'm going as a zombie, as opposed to like, I'm going as the rebooted Frankenstein that features Jacob in it or whatever. Like people love being like a particular moment, a meme, an IP, a character, a moment, a reference.
John Coogan 20:51 ↗
I like just being, it's a fairy. Yeah, it's
Joe Weisenthal 20:53 ↗
They'll get there.
John Coogan 20:54 ↗
It doesn't need to be thisable. Everyone wants
Joe Weisenthal 20:58 ↗
I love that. Thank you. I got, you know, the dedicated
John Coogan 21:04 ↗
We got to get Odd Lots to do a Halloween episode.
Joe Weisenthal 21:07 ↗
Yeah, we should, full makeup. We'll introduce you. We have a great, we have a fantastic
Tracy has a sense of whimsy. I don't have
John Coogan 21:13 ↗
So we'll get her to twist your
Joe Weisenthal 21:14 ↗
Arm. Yeah. Yeah. If you work on Tracy, then she can convince me. But I'm just like, no, I don't believe in fun over here.
John Coogan 21:22 ↗
We can teach this old dog new tricks.
I wish we had more time.
Thank you so much for joining. Enjoy your tall boy.
Joe Weisenthal 21:30 ↗
I had no idea. I had no idea they made these.
John Coogan 21:32 ↗
We're doing tall boys on the stream. I'm going to crack mine open right now. Oops. Kind of went everywhere.
Joe Weisenthal 21:39 ↗
All over the computer.
John Coogan 21:40 ↗
Delicious.
But no, they really are throwing you out.
Joe Weisenthal 21:43 ↗
Oh, it's great to see you. Thanks for having me. Thanks for having us in New York.
John Coogan 21:48 ↗
Welcome to Railway, the all-in-one intelligent cloud provider. Use your favorite agents to deploy web app servers, databases, and more, while Railway automatically takes care of scaling, monitoring, and security. And let me also tell you about Cisco, critical infrastructure for the AI era. Unlock seamless, real-time experiences and new value with Cisco. We have Emily Sunberg coming on next from FeedMe. We will be bringing her in in just a second. Jordi, let me know if there's anything else. I'm going to also tell everyone about Shopify. Shopify is the commerce platform that grows with your business and lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now until Christmas.
How many? Oh, here we go. Wait, did you do that or did the team know?
Jordi Hays 22:29 ↗
Good time. 52 days.
John Coogan 22:32 ↗
The first B-52 flew in 1952. That's a good fun fact. I like that.
Jordi Hays 22:37 ↗
There you go.
John Coogan 22:37 ↗
Well, we have the perfect authority
Jordi Hays 22:39 ↗
On the B-52.
John Coogan 22:41 ↗
Christmas. We're 52 days away from Christmas. Welcome to the show, Emily. Thank you so much for being back here.
Jordi Hays 22:47 ↗
Nathan Fielder.
John Coogan 22:49 ↗
He wears that kind of
Emily Sunberg 22:51 ↗
Exactly. Halloween. Yes. You guys did a great job with Halloween.
John Coogan 22:56 ↗
We try. We try. Although we got some very serious feedback from someone who has deeper knowledge than us about Berkshire and said that there were a number of things we got wrong. We didn't have a glass eye, which I should have had. Our clothes, that's Charlie Munger. Our clothes were not threadbare, which was something that they often sport, and
Joe Weisenthal 23:17 ↗
So we went so hard in the morning on Friday
John Coogan 23:20 ↗
And then we had to take off the outfits around two after the show because it takes like a team of people working to peel back all the layers. It looks
Jordi Hays 23:28 ↗
The Hollywood makeup industry live in a time of AI.
Emily Sunberg 23:32 ↗
We are. But then for Friday night, I was going out to dinner and then to an event, and so I had to put something together. I didn't want to be costumeless. Yeah,
I went as Nathan Fielder. My other friend also went as Nathan Fielder, but he looked so much like Nathan Fielder that the party we were at, everyone, like by the end of it, there was a rumor flying around that the real Nathan Fielder was there, and other Nathan Fielders would walk up to him and be like, 'Hey, I just wanted to say like I'm a big fan. Like I don't mean to like'
Joe Weisenthal 24:01 ↗
He just has natural doppelganger with the right hair color. Right.
John Coogan 24:07 ↗
Yeah. The pores, the really up close shots of the pores. What were you for Halloween?
Emily Sunberg 24:10 ↗
I was a good daughter-in-law. I just went to my in-laws' house in Connecticut and took it easy.
John Coogan 24:15 ↗
Okay, that's what I was.
Emily Sunberg 24:16 ↗
Yeah, there you go.
John Coogan 24:17 ↗
What about on Feed Me, on the newsletter? Have you been wall-to-wall Halloween coverage or are you already in Road to Christmas like us?
Emily Sunberg 24:25 ↗
I am on the road to Christmas, but we did a month-long screening series of scary movies at a movie theater in Brooklyn. We called it Monday Scaries. That was the best deal we could get on renting out the theater was Monday nights. So instead of Sunday Scaries, we did Monday Scaries. It was awesome.
John Coogan 24:41 ↗
Yeah. What stuck out to you? What's the underrated scary film? What's your favorite?
Emily Sunberg 24:46 ↗
It was really good. Have you seen Mark Fossen's Creed?
John Coogan 24:49 ↗
I've never watched a scary movie
Joe Weisenthal 24:51 ↗
Really. I don't think I've watched a horror movie like start to finish.
Emily Sunberg 24:55 ↗
And then we watched another one called Trick or Treat, which is more of like a campy
Halloween one, which I, yeah, that was great. Everyone loved to hang out. People were sort of like bringing their zines and trading zines. Did free popcorn. It's great.
John Coogan 25:11 ↗
And so does old magazines,
Emily Sunberg 25:14 ↗
But zines are like one-off, more curatorial, more DIY.
Yeah, there's a local news boom happening in Brooklyn right now. A lot of it is originating on Substack. So, people are kind of becoming their own little papermen and town criers,
John Coogan 25:29 ↗
Publishing on Substack, but also printing it and distributing it by hand.
Emily Sunberg 25:33 ↗
Yeah. They'll put it in like a newsstand just on the street, right?
John Coogan 25:36 ↗
Very cool.
Emily Sunberg 25:36 ↗
Exactly. Or like stacking them at cafes and stuff, or bringing them to Feed Me events to get it in the hands of
John Coogan 25:42 ↗
Is Byline a good example of that?
Emily Sunberg 25:43 ↗
Byline I would consider a magazine, magazine, not a zine, but there's like the Carroll Gardens Chronicle and the Park Slope Gazette.
John Coogan 25:53 ↗
I like that. Yeah, it's cute.
That's fun. Okay, so now that we have Halloween behind us, are you fully in the sprint, the road to Christmas?
Emily Sunberg 26:00 ↗
Yes, I actually said earlier today
Joe Weisenthal 26:02 ↗
Around, so you know how New York Magazine does the approval matrix in the back?
Emily Sunberg 26:08 ↗
Yes.
Joe Weisenthal 26:08 ↗
They said that stores that are already playing Christmas music are despicable and lowbrow.
John Coogan 26:15 ↗
What? What?
Joe Weisenthal 26:16 ↗
So, I think it must have been a mistake because that's a misprint. They should say highbrow and brilliant.
John Coogan 26:21 ↗
Yeah, they should correction.
Joe Weisenthal 26:22 ↗
Do not show them.
John Coogan 26:24 ↗
My favorite bar, Pete's Tavern, put up Christmas lights yesterday.
Joe Weisenthal 26:28 ↗
Great. Yeah.
John Coogan 26:29 ↗
Yeah. I think the big question at this point in Q4 is like, how do you honor and respect Thanksgiving while properly giving Christmas attention and giving it enough time to bake, right?
Emily Sunberg 26:39 ↗
Yeah. I think they can share decorations and spirit.
John Coogan 26:42 ↗
Yeah. I see Thanksgiving more as like a speed bump in the road.
Joe Weisenthal 26:46 ↗
Yeah.
John Coogan 26:46 ↗
It's like Christmas, Christmas. You get one day, celebrate Thanksgiving, back to Christmas.
Joe Weisenthal 26:51 ↗
Thanksgiving is part of the Christmas season.
John Coogan 26:53 ↗
Back to Christmas.
Emily Sunberg 26:53 ↗
Yeah, that's a good idea.
Joe Weisenthal 26:54 ↗
It is. It's easy to blend in aesthetic.
John Coogan 26:56 ↗
It's like the pregame
Joe Weisenthal 26:57 ↗
For sure.
Emily Sunberg 26:58 ↗
Yeah, exactly.
John Coogan 26:59 ↗
Oh, well. Reflect. So, you're one of the most classic overnight successes, correct?
Emily Sunberg 27:06 ↗
Four years.
John Coogan 27:07 ↗
Yeah. Yeah. Four years now in the making.
Joe Weisenthal 27:09 ↗
Industry plant.
John Coogan 27:11 ↗
How is it going? Take us back through some of the early days.
Emily Sunberg 27:15 ↗
Oh gosh. Year one of Feed Me, I started it at my desk at Meta, famously Hudson Yards office.
John Coogan 27:21 ↗
Oh, sort of full circle moment with the Mark Zuckerberg interview. There you go.
Emily Sunberg 27:26 ↗
Yeah, totally. I got to shove it, and then you're like, now you got to talk to
Joe Weisenthal 27:30 ↗
I got a super positive response, right?
John Coogan 27:32 ↗
Yeah, that was so fun. We were together when that was happening. Real blast.
Emily Sunberg 27:38 ↗
Yeah, it's, when I started writing on Substack, I didn't ever expect that it would be a full-time job or even something where I started hiring people and had like a built-out
Company, media company, and now I'm getting photos of people running the marathon with the Feed Me hat, or people who are in an airport in London who see the Feed Me hoodie. It's a really good feeling. And on top of that, I feel like we all embrace sort of fun as part of this job.
When you start a business that is kind of a little piece of culture, it also sort of cracks open the world for you, and you get so many interesting experiences, and you meet so many cool people, and you get access to secret rooms and secret gardens, and like I just
If it all was over tomorrow, I'd be so happy. Like it's been such a fun ride. I'm so happy I started when I did and that I've been able to play around over the last few years.
John Coogan 28:37 ↗
What's the latest growth initiative? Is that the job board or is there other stuff going on?
Emily Sunberg 28:41 ↗
Job board isn't really a growth initiative. It's just like a fun thing to build. We started a podcast last year called Expense Account.
John Coogan 28:48 ↗
Remember Joe Weisenthal was one of the first guests. Fantastic episode.
Emily Sunberg 28:52 ↗
Overlaps. Go listen to it if you want more Joe.
John Coogan 28:54 ↗
I think I was, last time I was here we
were discussing the launch. Since then, we signed a production deal with Higher Ground, which is the Obamas' production company, which is cool. Um, we've been doing a lot more events. I mean, that movie series was one.
Jordi Hays 29:09 ↗
Sure. Sure.
John Coogan 29:10 ↗
We're throwing a pie contest this month with Walmart, which should be a blast. We have a big poker game next week.
Joe Weisenthal 29:15 ↗
Pie contest.
John Coogan 29:17 ↗
Pie contest. Yeah. You want to do debate?
Joe Weisenthal 29:19 ↗
I feel like tree lighting ceremony.
John Coogan 29:20 ↗
We would do that.
Joe Weisenthal 29:23 ↗
Tree lighting ceremony. They do one here at the New York Stock Exchange. So, yeah, I think you're in the major leagues here in New York in terms of tree lighting. You're going up against some of the most elite tree lighting ceremonies, but if you can play in this league, you can play anywhere in the league.
How have you tried to balance covering AI? Because something that's...
John Coogan 29:45 ↗
AI has become so unavoidable that every single media company, podcast, newsletter, etc. is now effectively like an AI whether they want to or not. It feels like there's just like... Yeah. No matter what the category of podcast it's in, whether it's like politics or a movie podcast and then you're like, well, we got to talk about how AI will affect movies, or you could be a health podcast.
Joe Weisenthal 30:08 ↗
I mean, because in some way it feels like in some ways like TVPN emerged at a time when every tech show was focused on politics.
John Coogan 30:19 ↗
Not every, but like a lot of them were focused on politics. And by not focusing on politics, we created like people were like it was refreshing to people. And so it feels like there's almost like an opportunity right now to have like a business and culture thing that's just like yeah, we're just not going to talk about that. There's plenty of other...
Joe Weisenthal 30:37 ↗
Yeah. I mean, it would be impossible to write about culture and business without touching upon AI. I would say it's not like a beat of ours that I'm like consistently keeping my readers up with. Like I don't think anybody's reading Feed Me to know what's the latest of what's happening in AI, but whether you're writing about, you know, literary magazines or hiring or art or even like food ordering systems, like it does creep into everything. I mean, you walk around New York and you see the ridiculous bodega signs that are AI generated photo of like a sandwich. Like it is part of the city and I do write about it probably every day, but I wouldn't say it's something that I'm like consistently going deep on.
John Coogan 31:25 ↗
Yeah. Yeah. Have you used artificial intelligence to book a restaurant reservation?
Joe Weisenthal 31:30 ↗
No, I haven't. I'm pretty lucky that... lucky or blessed depending on how you look at it. Most places I have a bit of a plug connection. So, it's happening off of...
John Coogan 31:44 ↗
booked a restaurant with...
Joe Weisenthal 31:45 ↗
I did. I did. I demo all this stuff.

260 more exchanges in this transcript

Sign in free to read the rest of this interview. No card required.

Sign in to read the full transcript

Cite this transcript

APA, MLA, BibTeX
APA

Weisenthal, J. (2026, November 2). 🗽 Live from NYSE [Interview transcript]. TBPN. CEOInterviews.AI. https://ceointerviews.ai/interview/3186677/

MLA

Joe Weisenthal. "🗽 Live from NYSE." TBPN, 2 Nov. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/3186677/.

BibTeX
@misc{weisenthal2026_3186677,
  author       = {Joe Weisenthal},
  title        = {🗽 Live from NYSE},
  howpublished = {Interview transcript, TBPN. CEOInterviews.AI},
  year         = {2026},
  month        = {nov},
  url          = {https://ceointerviews.ai/interview/3186677/},
  note         = {Speaker-attributed transcript with timestamps}
}