You're watching TVPN. Today is Tuesday, November 3rd, 2026. We are live from a combination of the TVP Ultra Dome and a hotel room hundreds of miles north in San Francisco, but we are still in the Temple of Technology, the fortress of finance, the capital of capital. And of course, we're going to tell you about Ramp.com. Time is money. Save both. Easy-to-use corporate cards, bill pay, accounting, and a whole lot more, all in one place. And let's let this San Francisco Halloween goer tell you about Ramp as well, because we got a video from... pull it up. Let's pull up this video of someone with their Halloween costume.
Time is money, save both. Oh, I like the SD Temple of Technology, the fortress of finance, the capital of capital. The flash. Great. Some sort of combination Halloween costume plus vibe reel. Really got the full experience out of that costume. Not just showing up, hoping somebody else takes a picture. Clearly shooting some A-roll, adding some B-roll, getting a good viral video.
So good. So good. He's getting a pack of real merch. Uh, John, how do you think the delay is right now? Can you think it's like 5 seconds, 10 seconds? Probably hard to say.
Couple seconds. I'm talking right after you end. How does it feel on your side?
Yeah. Uh, yeah. How was your trip home? You got home late last night?
Uh, I slept five hours on the plane.
On the plane. Yeah. Wow. Very nice. I slept on the plane, too. And then that kind of threw me off when I got home. I couldn't sleep and then I woke up and slept a little bit.
Skissue. Okay. Well, um, let's move on to the news. First, let's tell you about Railway. Railway is the only one intelligent cloud provider. Use your favorite a more.
Um, so, uh, the big news, Apple and Palantir had earnings. We are in the midst of tech earnings season. Apple and Palantir, they both beat on earnings. There's a lot of this happening where uh the market is in such turmoil that even though uh earnings are coming back positive uh analysts are reading into uh margin compression that may or may not happen in the future and that's driving stocks uh to be a little bit weaker, sometimes sell off. Kind of depends on the stock, but Apple reported record September quarter revenue while Palantir nearly doubled its revenue from a year ago. Both stocks are down around 2% this morning. The Financial Times reported today that even though Apple beat earnings, the company is warning that rising memory chip prices and the cost of running its AI tools could cut profit margins.
You don't... what? You don't say.
Yeah. I mean, stuff's going to get expensive and Apple's had a long history of holding the line on pricing as much as they can. Like they love to put up a big clean number and then stick to it for a little bit. And so it can be they're going to be in a jam as uh as memory prices go up midcycle when they don't want to change prices because it's never been a company where they change prices every month, every quarter. It's been, you know, every year or two or even every three years they'll hold the line in the price for a really long time. Uh anyway, um Palantir uh Q3 revenue came in at 2.3 billion, annualized at 9.25 billion. It's a $400 billion company. Uh and Karp had a big moment on the earnings call. Uh US commercial revenue surpassed its US government revenue for the first time reaching 984 million versus 953 million. This is sort of the dual buckets of are you betting on the foundation labs, the OpenAI Anthropic combination or the Microsoft Palantir, the diffusion, the enablers, the cognitions. And uh Palantir has certainly been growing, like their messaging is very similar to Microsoft now around uh you know own your data, let's work with you to implement AI, we'll help you transform your organization. And so, uh I mean, it's been receptive and that's why their commercial revenue is growing.
What are you laughing at, Drew?
Uh, just laughing at you. Um, no. Uh, no, no, I was sort of smiling because it's like, you know, putting Karp and Satya in the same bucket. It's like, you know, uh very different personalities, but ultimately have a very similar sort of pitch. Uh, which is cool.
Yeah. Chat is asking about merch timing. Merch store wanted to jump in quickly because we do have a date. Uh November 12th, the TVPN merch store is going to be going live. Uh it will be released first into the YouTube chat. Uh and it will sit there. I'm assuming we'll leave it there for like 10 minutes so the chat can feast and then we'll post it uh publicly over on X and everywhere else. Yeah, a lot of work, a lot of work went into that. Um, let's go over to Buco Capital Bloke breaking down Reddit. Uh, he says, 'Reddit call was absolutely fascinating. Everyone should listen to it as it's a bellwether for where the internet is going. AI mode is increasingly the default Google experience. AI mode provides rich info and data in line. Less incentive to leave search. AI mode incentivizes dialogue. Google wants to keep you engaged to serve more ads at each turn of the conversation. Google will milk that for as much revenue as they possibly can and transition from a search company to a cloud service and chip company as traffic from humans becomes more scarce. This will put Google in an increasingly adversarial position to the rest of the internet.' That's interesting. 'This is a massive headwind to all media type companies who are not destinations. This is a massive headwind to all content driven go-to-market motions. Especially in the SMB, you have seen companies like HubSpot and Monday.com get crushed by this funnel collapse. We are entering the endgame, a knife fight for the remaining and dwindling volume of human traffic on the internet.' Interesting. Um, they say people still want Reddit. This is from Steve Huffman, the CEO on the call. People still want Reddit. It's just Google is not sending them to Reddit the way they used to. What's interesting is like Google Zero has been, you know, coined by Neil Patel at the Verge like years ago. I don't know, five years ago, 10 years ago, something. He's been talking about that for a long time. Uh when Roger from Kadas came on the show, he talked about how they had embraced it there and that was sort of a bombshell to hear uh you know, someone in that position kind of admit it publicly that that's no longer a growth engine for them. Uh it's interesting to hear that it's spreading to Reddit. Um but uh it's certainly crazy times for Google because it's the innovator's dilemma. They have to meet the customer where they want to be with the new product. But at the same time, a lot of people sort of hate AI mode or at least publicly hate on AI mode. Like the long history of just Google stuffing more and more ads in the search results never really broke through. But now people are publicly saying, 'Oh, I don't like the AI mode. I want to go back to the one that monetizes better,' which is kind of this funny dichotomy of um...
for the first time just like just randomly anecdotally. If you talk to people, they'll be like, 'Oh, I'm like frustrated.' And it can be kind of an annoying funnel because you wind up in AI mode and then you're like kind of trying to click somewhere and it can be sort of jarring. It just requires like a new flow to like get into. I don't know. Um, what's your overall thinking on Google these days, Jordy?
I just think if you think AI is real and going to be big, like it's very very hard to make a super coherent bear case, right? Even if search revenues decline um you know every year and we're sort of at peak search, they just have so many other assets and they can use that um you know search cash flow to finance so much other infrastructure and M&A and things like that. So um I mean people are nervous about it but it's still $200 billion of effectively, I mean that's revenue but it's high margin revenue that they can deploy elsewhere. And uh I mean the take is that in the race to win AI builders, Anthropic and OpenAI now account for 86% of enterprise LLM API spend up from 67%. So the duopoly is consolidating around the frontier leaders and Google's market share went down more than 50% in terms of not in terms of LLM usage for consumer but for builders in the enterprise. Uh that's...
that revenue is flowing through GCP. It's paying for TPUs, right? And so it's like Google's getting their cut, right?
Um and yeah, it's like you just cannot...
it's when you look at the sort of collective, you know, the collection of assets, the exposure to everything from, you know, SpaceX to Anthropic to the TPU business to the cloud business. It's like, you know, this is still one of the greatest businesses uh in history.
Where do you sit on the question of like, is Google in founder mode or not? Because like we always get these headlines of like, oh, Larry and Sergey came back in, they're digging in and then you'll see like they bought another estate in Florida and it's like going back and forth on like who's actually... and I know they have the voting control so they could at any point come in and be like we're doing some huge M&A deal or we're completely reorganizing this organization. We're going to completely, we're going to go Mark Zuckerberg mode and completely rework the organization. Um, but at the same time they have been out and had a real CEO in place unlike Meta. So they're kind of this hybrid like they're not quite...
it doesn't feel like it, it certainly doesn't come across like the company is in founder mode in the way that you feel it with uh Meta, right? Yeah.
Um and so I think that's what matters, right? I think um the big obviously you know the headwinds for Google is like losing... um you know people almost forget about the massive talent exodus from like what a few months ago, right?
Um and um but again it's like as long as they can stay competitive around the cloud and chip business, you know there's a lot of upside.
What is going on with this New York Times headline? Google will turn off search for schools that reject AI. Andrew Curran is sort of correcting the record here, but uh it sounds really aggressive. It's like the carrot of the stick. Did you see this?
Yeah. Yeah. Yeah. Um I mean they're just saying, they're effectively saying like if you... we are, all of our products are AI. So if you tell us not to use AI then none of you can't use any of our products, right? But it sounds much more aggressive to be like you can no longer Google search. But I think their point is that AI is everywhere across every product surface area.
So Andrew Curran says, 'This article is getting posted everywhere this morning. I can see why. Very very controversial. But this decision is being incorrectly framed as punitive. There's no such thing as search without Gemini. Even if you don't turn AI mode on, you're still talking to Gemini in the search box. The old Google search is gone.' Yeah, that's a good point. Like I'll give Google some points for, you know, this is just the way things are now. But it does sort of yeah, necessitate like a Google search classic or something. I mean, I guess schools can do DuckDuckGo or some search engine that hasn't embraced, you know, LLM search if they want to offer that more classic uh old school experience. But I don't know. Might be time to learn the Dewey Decimal system. Hit the library. What do you think?
Google is not going to save you at this point. If you're trying to learn, you gotta hit the books. Uh I don't think you're gonna... What's going on with Grokbot?
Let's tell everyone about CrowdStrike. Your business is AI, their business is securing it. CrowdStrike secures AI and stops breaches. The Grokbot thing was very weird. So Elon chimes in on November 1st, which was what, Sunday morning, I guess, or Sunday afternoon. Says the cost of serving Grokbot was unsustainably high relative to revenue. She says, Elon says Grokbot costs are unsustainable relative to revenue. Computer use is expensive, but AI companies are racing to make it cheaper while giving it away for free. Thank capitalism. We get free digital labor before they figured out how to profit for it.
Um I was so surprised by this. I think everyone was surprised by this. What was your take?
Um so I think the current read is that they were using Opus 5.5 under the hood.
Oh yeah. Yeah. They're a big customer too. And so um but still like you would think that they would just eat the losses for some amount of time given that uh given that they you know they're a $2 trillion dollar company. They're like I think somewhere around a million you know uh weekly actives. Like it's not a massive um uh product at this point. And so this whole thing was just like very... I still don't know what the read is. Like I'm just very confused.
I mean I'm just doing it back of the envelope like... like he's going and publicly saying that I believe that in the future Grokbot will consume the majority of our compute.
And then now you're saying like the cost of serving our product is unsustainably high relative to revenue. Thanks.
I mean, I guess the steelman would be like the next version of Grokbot, people will be paying more for so even though it's consuming all the new data center compute capacity.
No, but like assume the sort of continuous decline in the actual cost to serve your users. Why are you... what like...
maybe maybe he was having a big night out?
I don't know. Also, it seems like I mean it's not like he turned Grokbot off. He just... this is just he just denied someone a reset, right? Wasn't that what happened?
I know. I think people were complaining that um... there's not... their usage just like rocketed to 100% and then Sure.
So, they kind of rightsize the token economics internally. Yeah, it is odd because even if they're like 10% of Anthropic's revenue, that's less than a billion dollars of cost. And if they have, you know, a million people paying a hundred a month, that's 100... like they'd be losing a lot, but they have a lot of money. But I guess uh they just, you know, Elon's definitely one to rip the band-aid off and kind of rightsize things and maybe just wait. Also, I've just been surprised at the uh the level of adoption, at least the level of uh maybe it's just on X, but people talking about actually using it. Uh it precursors the enterprise, the power user go-to-market motion was uh a little confusing. It made a lot of sense to stuff Grok in X as like this helpful little answer bot for community notes and questions on facts and stuff like that when you're reading a news article having Grok summarize it. That seemed like a good use case. But um the idea of like bridging from that, like the X, the everything app that's like mostly for fun and mostly for like gossip to like it's in my Slack now uh was always a little bit of a stretch uh versus like a Palantir or Microsoft or you know any of these other enterprise products that have more mature go-to-market motions. Anyway um...
what's um how's Wiz Khalifa responding to the situation? Wiz Khalifa had some insight, some he had some wisdom.
The work is the work is the reward.
I think that's because he ran out of usage.
He hit his usage limit on Grokbot and so he's sort of reminding himself the work is... I got to do the work now. Yeah. My Grokbot can't handle it, but the work but it should feel rewarding.
I like a pithy quote every once in a while. I haven't seen him take over the timeline for a while, but Naval has been awfully silent since Wiz Khalifa posted this.
True. Uh here's an exercise for the viewer. Figure out where I am because apparently you can listen to my audio and you can run it through some analysis and hear the various planes with their Doppler signatures, the Doppler curves of nearby airplanes and you can triangulate where I am. I already gave you a clue. Um but I do wonder how detailed this needs to be. I've heard that it's like 15 minutes of clean audio. If we're passing this through this call and there's noise on your side a little bit...
and I'm assuming you're on a Zoom call, so there's some noise cancelling happening naturally.
Yeah. Yeah. It's not like a clean like file that's continuous on my side coming through to you.
Yeah. Yeah. We're going to need a lot of soundboard to keep me anonymous. This is the new cyber.
I'll just keep spamming it. Just spam that cat because we got to confuse the people that are trying to track me down using the latest. No, this is a crazy example of like uh AI enabled surveillance.
This is like Yeah. Everyone is going to have access to super intelligence. So, you get to do things like this.
Yeah. Yeah. Which is, you know... Yeah. I mean they genuinely for people that have recorded like long form vlogs outside at their house unedited, there's no cuts in the audio, like this definitely could dox your location but geoguesser Rainbolt has been able to guess locations for the old way, analog way, just by looking at the photos and looking at Google maps for a long time. So, uh, security was always a layered problem, but uh this is a fascinating just mathematical uh breakthrough or situation. Um what else is the time?
Let's check out this uh ad from Ool Capital.
It's just um just a picture of this guy.
Then learn more. Learn more.
I'm curious now. I'm curious. Um, Thomas says, 'Hey, Meta, waste my money.' Because they'll, you know, they'll of course offer you the ability to kind of just promote any kind of content. They make it really really easy. You can do it with a credit card in the app.
Not as easy as X. X has a finger... they have the guy that Yeah. and points to the promote button, which is going to be bigger than the post button soon. I had to set up X again and the nikit of the app is remarkable. Like if you don't enable notifications, it has this like the slider bar that's like notifications on or off. And if you say no, I don't want notifications, it slides into a state that looks like it's broken and looks like you have an error in the app. Like it's genius to get you to like be like, 'Oh, I got to correct this.' It really there's so many different patterns to get the uh the retention up for sure. They're working on it. Anyway, let me tell you about Codex. Codex is a powerful workspace we're going to work on with AI agents. Whether you're writing code, analyzing data, creating content, or automating business workflows, Codex helps you move projects forward from start to finish. Uh we have a great show lined up. We have Harley from Shopify joining to share Shopify's Q3 results in just two minutes. Then Bridget Mendler from Northwood Space is coming on 11:45. And then Dylan Patel and a SemiAnalysis crew are coming on 11:55 to break down GDPX. Um there was a viral picture of a cat that was born with a mullet. It was unfortunately uh AI generated, but uh...
I think with AI is both the problem and the solution here because AI is the problem that generated the cat with the mullet. But with advanced breakthroughs in biotechnology driven by advanced AI models, it might be possible to breed a real cat like this in real life.
Yeah. A lot of biologists are going to be looking at this.
And saying, actually, I was focused on, you know, extending human lifespan, but I'm actually shifting focus to, you know, developing the mullet cat.
I could see a new startup. You know, we have that Palmer Luckey uh you know, uh Warhound for the dog for the war fighter.
Mullet Cat, new startup. Send it to a billion for sure.
Back with a new brand called Rowdy.
It's an absolutely fantastic name. He's coming after Doritos. Uh it's his holding company. Uh, Andrea shares it's his holding company, Medici's first savory EPG snack, and it's pretty addictive. Their tangy ranch is the closest thing to reverse engineering Doritos Cool Ranch. It's going to be interesting to see how Frito reacts. Um, really, really good execution on this. Um, you can just tell already that it's going to be a hit. I mean, this is, you know, the Doritos, a Cool Ranch was literally created in a lab to be the most uh the most addictive uh snack in the world. And uh I'm almost certain that Peter would have replicated it pretty perfectly.
Yeah, you are a Doritos guy. This is things that you know, something that people don't really know about you, but um you clearly will be in a situation where like the only food available is Doritos and you're like twist my arm, twist my arm, but you'll grab like three bags and then you'll just go...
I would go further. I would say I live sort of a Doritos coded lifestyle. I would say that my entire life is Doritos coded in any way.
Absolutely. Well, uh I love this because I think uh he's not overthinking these categories that he's going after. Like clearly there's a market for Doritos, those particular flavors. There's so many other things if you were trying to go into like the new chip category. You could go way too protein forward, try and change up the flavors and just make it a little bit too confusing and not legible to the Doritos customer. This is something that a Doritos customer could see and just pick this instead. Um, and so I think this is a good like counterbalance to the war that's happening in the rest of the new healthy chip category. This is just like one click away from Doritos. And it's more like Doritos than like Masa, for example. That was chat.
Um before we bring in Harley, let's pull up this video of uh LeBron's newest sponsor.
I just went to the 76ers in Philadelphia. Did you see the new sponsors of the 76ers?
Wait, it's on LeBron left breast. Don't you... Is it you or Bloom Energy?
I am Bloom Energy, but that is a different Bloom Energy. There is an AI company. I think they paid like $30 million to sponsor the 76ers. No one other than you finance nerds know what energy is. The amount of messages I got that thought I just signed the 76ers is the funniest thing that's ever happened to me.
So good. So lucky. Yeah. It's better to be lucky than good. I don't know. Greg is very good as well. But it's just like mandate of heaven. Mandate of heaven moment. For sure. For sure. Let's bring Harley in first. Let me tell you about Public. Invest across all asset classes. Automate anything with AI agents. Run trading strategies, risk management, money movement, and monitor markets with AI agents for investing on Public. And we have Harley from Shopify here to tell us about everything with Shopify's Q3 earnings, the health of the e-commerce economy. Let's bring in Harley and catch up with...
Boom. He's back.
J, great to be on the show. Um, I think are you virtual? Are you local?
I am virtual. I'm in San Francisco. I'm traveling. So, I got the fake background to cry and kind of...
I think it actually plays really... I was going to say if there's no gong, I'm out of here.
No, no, Jordy is... We got you covered. We got you covered.
Uh, give us the first gong worthy number. I want Jordy to warm up.
Okay. All right. Well, let me give you three um because uh these are by far the most important. GMV 119 billion. That's up 29.5%. Revenue was 3.7 billion. That's up 32%. And free cash flow margin was 22% which you guys know this at our scale is remarkable. I held out some massive companies, massive brands this quarter uh Mac, Clinique, Balmain, Lululemon all move into Shopify. We're seeing more and more of this incredible, you know, commerce happen on agentic services. I think Q3 was really the era of like these new personal agents which we've embedded with all of them. We're beginning to see real traction on the agentic. Um, but this is, you know, this is the best of Shopify.
Lululemon, that's a huge one. Is AI accelerating the pitch for a big brand like that? Because I imagine AI is incredibly useful at replatforming, moving things around, uh taking product detail pages, translating them, actually just doing all the grunt work that might be required to change e-commerce providers.
I think every retailer is being asked by their board, hey, what is your AI commerce strategy? What is your agentic shopping strategy? And one of the things that I've said when I meet these brands, you know, even some of the bigger brands or older brands like, you know, Estee Lauder or Birkenstock or, I don't know, um Hunter Douglas, is I will say, look, ultimately what I think you've all had to do for the last 20, 30 years is you've had to not just be an incredible retailer and a brand producer and a product producer, but you also had to effectively become a technology company. You had to understand like, you know, online stores and you had to understand servers. You understand data rooms. You have to understand, you know, how this all kind of fits together and in many cases you even had your own like on-prem servers. I was like, I think that era is over. I think the era is now get back to building incredible cosmetics or great, you know, yoga apparel or whatever your product is and let us handle the infrastructure around all of commerce. I think the agentic everyone's sort of thinking about it. I think the numbers are actually, I mean it's still on a very small base because it's so new. You know, we did $400 billion last year of GMV total. So, it's still a fairly small base relative to overall GMV, but traffic was up 2.6x year. Orders were up 3.3x year. Uh and more importantly on the conversion side, if you just compare conversion using Shopify catalog versus general AI search, which is effectively scraping, it's 2x higher. And even in terms of what they're seeing from some of these like they're seeing more new customers come on. But the real winners of AI so far has really been kind of the long tail. These, you know, like products that are outside our top 100 categories and we have a ton of them on Shopify.
Uh I completed my first... Oh, sorry. You go.
No, you go. Go. John, I can't wait to...
I completed my first agentic purchase on Shopify.
I bought a raincoat. It was raining and I told Dot uh in ChatGPT, I need a raincoat. Go find it, buy it, send it to me, just do everything. And it used Shop Pay. And it has arrived. It's...
It's great, right? It's so seamless. It's so simple. One thing though that I would say John that people are missing about the Shop Pay integration whether it's Muse or Instinct or Claw 2 or Grokbot is that by using Shop Pay obviously the payment, the transaction, it's simple, it's safe, it's fast, but as part of it also when you connect Shop to these personal agents your entire shopping history the agent now understands, they give way better recommendations, obviously the same payment details with Shop Pay, but also you now can track your package through the Shop app as well. So this idea of actually using Shop Pay almost as an identity system for these agents means that no matter what agent you use if Shop and Shop Pay are connected to it, it actually has a perfect understanding about your buying.
Yeah. Yeah. I feel like uh we spent all last year talking about like are you seeing agentic commerce yet and it feels like we're still in the early adopter mode for sure but it's starting to be real. I'm hearing more stories. Everyone has access to at least a technology that can functionally do it whether they've leaned in and built the...
some of them are just using it still as discovery right? I think BFCM 2025 which we spent that day together um it was really about discovery, I'm looking for new products. I think now we sort of move from just discovery to discovery and just buy from me.
So what do you think's actually going to happen with this category because like I, you know, an agent cannot save me time versus just doing it myself with how good Shop Pay is like I'm like yes.
I think you go back to... Yeah. Go ahead.
Yeah. I just as somebody who's like very AI pilled but almost equally Shopify pilled, right? Like I've just been buying things with Shopify for so long and it feels like every single year it gets like significantly faster to complete a purchase like both like the...
I'll give you the example where I think um where I think you'd use just go to the online store, you Shop Pay, it's fast and easy versus John's example of the raincoat. Um if John had a favorite raincoat company I think he would have gone directly to the site in a matter of seconds, would have checked out using Shop Pay. I think because he doesn't necessarily have a specific company that he wanted to purchase from, there was an element there of research. If I look back on like the last bunch of transactions completed by personal agents, it's companies like Roborock, which robot vacuums are everywhere. Everyone has one. But this is specifically for a particular type of pet hair or Withings, which you guys know the brand like it's a smartwatch, does not look like a smartwatch, or a car seat for three. This is literally a transaction happened. A car seat for three kids. A car seat for three kids that fit in the back of the... so three car seats stacked. This is very different than knowing I'm going to go to this car seat brand, buy it. I wanted to do it. There's an element of discovery here. Yeah. Whereby the AI, whereby the agent can actually digest a billion different SKUs, look at product attributes, cross reference it with what everything it knows about you from Shop Pay or elsewhere, and then say, 'Hey, here's what you want.' And I think for those types of purchases, this gets into a really interesting new area.
Yeah. Yeah. Yeah. Okay. I think that's a very helpful way to think about it because personally I would never just say like I need a rain jacket. Get me a rain jacket. I would go to a handful of my favorite brands and...
I don't for the direct to consumer like the cool one like that. Yeah, there are a bunch of other products that are not like brand driven purchases to me. Uh that don't you know uh I'm now I'm so curious to John. You got to wear the rain jacket tomorrow whether it's raining or not. I got to see...
your jaw's going to be on the floor. You're going to be like that's the best raincoat I've ever seen.
Yeah. I will though give a shout out though to, you know, to those that are listening to the show and I know we have so many Shopify merchants that watch your show religiously who are thinking about preparing for uh Black Friday, Cyber Monday. What I will say to them is to the conversation we're having, it is really important that you look at the knowledge center inside the Shopify admin to figure out like what are agents seeing about your products because um remember like we have syndicated all of your products into catalog. The catalog was built for agents so they can sift through everything, real-time inventory, the right product attributes and details. But if there are like details of your products that you are not telling it. So if this raincoat is really good in New York City but won't work in Toronto because it's too cold, that is a product attribute you should mention like this works better in cold weather. Therefore, you will be found more if the consumer is searching for that. That is a very November 2026 recommendation that was never actually that important. Um because eventually consumers can kind of do their own research. But now it matters more than ever because the agent's going to surface whatever is the most merit-based product.
Yeah. The big thing is uh measurements. I mean, for me, like I'm 6'8" tall and like have specific proportions, but I've given my agent...
