Hey everybody, welcome back to Twist. March 2nd, 2026, AO39 in the year of our Lord, the Open Claw. 39 days after we first talk about Open Claw here on the pod and cackling in the background, my old friend, a true bestie, one of the great investors, human beings, entrepreneurs, commentators, podcasters of our generation here, Dave Morin, how are you doing, brother?
Good to be here, Jason. Thanks for having me.
Oh, it's so great to have you. Of course, my co-host, Alex, is here. It's been a minute. Alex is here and he's ready to rock and roll.
All right. Alex with the best podcasting voice.
You missed out. Dave was giving me props before the show. It was the best day of my life.
You know, some people are gifted with the broadcaster voice. Other ones of us, you know, not so much. So, we have to make it work with the limited resources we have.
Dave, I wanted to have you on because you two have been clawed. You first and then of course when OpenClaw was acquired, we'll get into whatever the transaction was, and our friend Sam Altman bought it sort of. They said big concerns open-source project is going to get the plug pulled on it. This is a disaster. Everybody has a moment of panic and then it's announced that you will become the first board member of the Open Claw Foundation and everybody took a deep sigh of relief because putting you in there was obviously the signal that this is going to be done right and done fairly because that's your reputation. Tell us two questions. Let's start with how did you get clawed and why is this technology so inspiring that it went to the top of GitHub today even beating React which was another one of those cult-like phenomenons in the open source community.
Yeah. Late December I was in a couple of group chats that go back to like the early 2000s like when you and I met. It's the old web 2, you know, just guys that are always tinkering around. Like, funny enough, it's like people from the old Foo camp days and things like that. And one of them said, you know, hey, has anyone seen this OpenClaw thing? It was called Claudebot back then. And so I gave it a try. This was like the late late December, early January. And within the first 24 hours, it was super clear to me that this was different and the future in a way that I hadn't really experienced since maybe the early 2000s. Like I got genuinely excited about building things with this. And it was I think I had sent a tweet at the time. I was like, 'This is the first time I felt like I've been living in the future since chat GPT.' And in my mind I was like this is like iPhone. This might even be like lampstack, like this is like Linux level interesting. And so I just started building things with it every single day. And very quickly, you know, one of the first things that I did is I reverse engineered the mural photo frames in my house so that I could update the photos on them because the software doesn't work. And I, you know, in 15 minutes, I built a new web interface to update my photo frames and they, you know, it built me this beautiful interface. I updated the frames. I got new photos on them. I was super happy.
This Alex is one of the great moments that everybody has. We should name it when you get clawed because this is a sub moment. Yeah. And I have two moments. One is when it actually builds you a piece of software or asks you shall I just build you a piece of software because that would be like I don't know you're in some incredible fine dining restaurant and they just delight you know in the 11 Madison Park you know unreasonable hospitality way. I'll call this like the unreasonable open claw hospitality where it said to me when I was doing some work on like a bunch of names of people in Japan that I wanted to do like a little networking with and it was like shall I build a CRM and I was like you go girl do it and it was like here's your CRM and I was like what? Insane. Yeah. What? Insane. The second moment I had and I want to know if you had this one then Alex I'll give you a chance to get in here because it's just such a great guest that it's you and I are going to be battling for questions here. My the second moment I have is when it goes recursive and I was like, 'Okay, tell me about your soul MD file. Tell me about your skills.' And then I had Matt Van Horn on and another old school web 2.0.
By the way, I have a Matt Van Horn story, but keep going.
Absolutely. He also has been clawed. So that might have been my fault.
Yeah. Oh, so you're to blame. I see. Yeah, he's all in. So and he's got an interesting new startup. I'll leave it at that. He tasted it here. That you know we all probably have an affinity for. I'll leave it at that. Little affinity. Wink wink nudge nudge. You know what I mean?
No conflict. No interest. Conflict interest. All that stuff. But I told my original agent, Decard, hey, go use this last 30 days skill and in the production room, look at thumbnail images on YouTube and just every week on Saturday, learn a skill of the best practices for thumbnail images and look at our thumbnail images and rate them. Oh, interesting. And then tell us how to make them better. It comes down, this is a good idea, right? So it comes back, I'm going to do this for more or less. Game on. You should do it for more or less. Another amazing podcast with four two great couples, four great individuals. And then it said, 'Oh, you know, this VP at Mr. Beast did an interview on this other podcast I'd never heard about, and he said on the podcast that they use heat mapping to test 50 thumbnails in Google in YouTube searches, then they take the five best ones and then they test those using the YouTube tool. Then they pick their best one in the bake off and I'm like, well that's a little bit too much for me, but I'm glad I know that.' And then it said, should I when I hear about should I just do it? Well, yes, I'll build you some software and I'll go friend to human. But that recursiveness and then it's like, by the way, a lot of the things I learned this week I already have and it's other people talking about the original research I found. I'm not going to include that because that doesn't make sense to just repeat it. And I'm like, you go, girl. Yep. 100%. Okay, so those are the two moments for me is the recursive and the unreasonable hospitality software developer.
Well, I think the other thing that I really fell in love with immediately was the there were sort of two things well three. The memory feature, right? Like all of us using AI have used chatbots, right? And it has like some memory of you and you can kind of go check it out and there's probably there's some other like voodoo magic they're doing in the background to like make it so you can access your former chats, but it's like loose and you never really know whether it's going to work. And so the idea that like I'm getting these memory files on my own computer that I can then use and reuse and do things with and there's like basically a journal every day. Like that was number one. Number two, the skills feature which you know you're seeing skills like you said Jason there's skills on cloud code like skills is like this new emerging primitive that's happening. But the idea that you could tell the cloud bot or the now open claw to build itself a skill and then simply share it with the community using claw hub and then other people immediately start downloading it. I did this with a snow report skill right out of the gate of course and built some other ones. But this really easy ability to build your own skills and then share them with the community I think is an underrated feature. And then the third thing is this like crazy idea that Peter had which is called heartbeat which is he gave the bot a heartbeat and you know we've all built anybody who's built software builds these cron jobs and you get the there's these things called demons and cron jobs and you can run like demons are sort of running always in the background and cron jobs run like at a certain time and do something but the idea that like the machine has a heartbeat and it will do things each time it does this heartbeat is like really thoughtful and interesting and it adds this new layer of kind of being able to to your point like run recursive things like have it do things like every five minutes every 15 minutes and it has this alive feeling to it that I think is really really interesting. It feels like it's looking out for you and wants to help you proactively and that's a new kind of experience for software products.
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All right. Now Dave, we're going to get into the Pete transaction and the foundation stuff. But first, we have to take a short break to talk about something very important, which is plaud. Now Jason, here at launch, as part of our executive training, we focus on the importance of note taking. If you don't write it down, it doesn't exist. You don't have a checklist. You won't get it done. And we all move a bit too fast to allow time for forgetfulness. And this is why we love the Plaude note pen because I got it from here.
Okay, I got it from here. This is the first time Plaude's been on, but I've applauded Plaude before. Dave, you see this thing on the back? This it's a wallet. It looks like a wallet, but inside the wallet is my Plaude. And what it is is it's a little thin piece of hardware. And you'll see there's a light on it and there's a little button that you can barely see. When I hold the button down, it starts and stops and it does a little haptic. So, I hold it and then it starts recording. When I go out on the ski mountain, I start it recording. And I have a plaud pin I wear, which is a different form factor. And so, when I start my day, I record. Now, I'm on this podcast. It's recording my side. It can't hear your side, but I just talk to it all day long. And if I'm in a meeting, I use it and I put it on the table and it has like a little indicator that it's recording. So it's like moving a little strip across. Then at the end of the day, it knows when I say action item. It knows when I say tell this person to do this or ask this person about that or remind me about stuff. And so I do production meetings now for the podcast. I pop up in my pod. I do the production meeting and I say, 'Here's what I want to talk about the pod. These are the four or five topics and I'll be talking to two producers or two executives at the firm and then I can just summarize it.' It has a whole gallery of different transcripts, summaries, action items, all different ones being created like the skills and then I can send a link immediately to another team member and they just have it. And because it's part of the hardware, I don't have to open my phone. It's so not intrusive.
Does it break down who's talking Jason at any given time or is it just a blob?
Oh, and it remembers it. So, if I say Alex, lawn, Dave, for the next conversation, it has it. And this has made my life like I'm saving hours a week with this thing.
Not only going to send you one, I'm going to send you two of each. Take a memo. Somebody on my team. I want two Plaude pins and I want two Plaude pros and I want a one-year subscription to Brett. For Brett and for Dave. All right. Thanks to Plaude. Check it out at plaude.ai/twist. p l aud.ai/twist. AI/Tist. Use the code twist. 10% off. 100% off for Dave, but 10% off for everyone else.
Perfect. All right, Alex, you must have a question here. Sorry to monopolize the first part of our discussion.
Oh, no. You're fine. When it comes to friends, I just sit back. But Dave, the foundation was amazing news. As Jason said, everyone was very excited that there was something in place to ensure that OpenCloud would continue. So, what I want to know is how early were you guys working on the foundation? Who else is involved? And then of course what your goals are for in the next three to six months.
You know from the first conversation like I reached out to Peter early January out of pure gratitude just to tell him like thank you for building this. And that started a conversation. And this was before anybody I mean there were hundreds of people in the discord. And you know we now have over 100,000 and we also just passed Linux and React yesterday and GitHub stars. So we're the number one open source project in the world. Immediately my impulse was to just tell Peter like look whatever this turns into I want to be part of helping protect it. Like it's too important. I think Jason, like you were saying, as soon as you become clawed, like you're immediately just like this is so important. Have to protect it. Yeah. And having been around the technology business a very long time, and been through several different platforms, even having been part of building, you know, the Facebook platform back in the day, I've seen a lot of what can go right and what can go wrong. And so I just immediately told him like, 'Let's get started trying to figure out if there's a foundation here.' No matter what you decide, you know, he's been very open about his thinking. I mean, you can just go on Lex or any of the podcasts that he's done and he was very open about his thinking and what he was thinking through. And so, that was the idea was just like, let's make sure that we have an open-source project here that's a real thing, that has a real, you know, 501c3 nonprofit foundation behind it. There's a lot of precedent for this. Be it, you know, Linux or, you know, any number of the open-source foundations, Apache, Mozilla, there's a lot of this stuff out there. And let's do this right and make sure that both the technical side Peter never loses decision-making authority over and on the open source side that we set this up with good governance. Let's try to get as many of the big labs involved as possible and try to make it the Switzerland of AI because that's really I think the experience that people have once they start using it. They're like, 'Wow, I can use my own Mac as an orchestrator to interact with all the different AIs however I want.' And so the foundation should play the same role in the ecosystem. And so that's what we're working towards.
Dave, we'll get back to the major labs in a second, but tell me more about Peter maintaining essentially direction or decision-making. What is his continuing role and how much authority does he wield still?
Look, it's his project. We're still working out all of the governance. We're like deep in the middle of it right now. But it's Peter's project and so I think you can expect that he's going to make the decisions. Especially the technical ones and the foundation exists to protect it, not to control it, try to, you know, influence its direction. The foundation has to be in the middle of the broader community like you guys and taking input, making sure that the global conversation is heard, but at the end of the day, Peter built this thing and so, you know, we're just here to serve.
On the sponsorship point, you do have OpenAI, Vercel, Blacksmith, and recently announced Convex as sponsors of the project. You mentioned getting other AI labs in there. Anthropic famously got a little bit twisty with the project originally over some naming rights and so forth, but do you expect to get Anthropic, xAI, I don't know, Mistral, and maybe even the Gemini team to also support?
Yeah, let's hope so. You know, we've got conversations going with everyone. We'll figure it out as time plays out. And you know, we're just excited to see where it nets out. These open source projects when they get this big you get a very large community involved. What becomes the dynamics in terms of just to explain to the audience because I think it's confusing for people who gets to or how are all the different changes? How is air traffic control work for the different changes at a scale project like this? Because there's so many people wanting to contribute. Obviously skills can be done independent of the core code base, but how does that work? And is that what the foundation needs to do is like maybe hire air traffic control to manage it?
Yeah. So, the way that it works is that anybody in the world can download the project. You know, you can go on GitHub, you can download a copy of it, you can make changes, improve it, and then you could submit pull requests or as everybody, you know, you probably on Twitter, if you're not familiar with the nomenclature, people call them PRs. And what that means is that you're submitting a change to the open source project and you'd like to have it included next time there's a release. Now, when a project gets this big, the number of PRs goes through the roof. I actually haven't looked today. You know, I think we're up above 5,000 at any given time.
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I mean it's so many more PRs than are possible to work through. There is a group of people called the maintainers. The maintainers of an open source project are usually a much smaller crew. You know, I don't know, different projects have different numbers, 20, 30, 40, 50 people that watch all of the PRs coming in. They also have their own ideas for what needs to be improved and they prioritize what's most important. So, the most important thing for the last few weeks has been security. Whenever you have a really large project that a lot of people start working with, security becomes number one. And so there have been a lot of security updates. It also you know in this case we're working on AI and so there's a lot of different models being released every week. There's a lot of new things happening. Trying to include more models, more integrations, stuff that makes sense. A lot of requests to integrate this, integrate that. Like I want to have this part of my workflow. Will you put this in the core project? Right? Like all those kinds of things. And so the maintainers have to look at all of that and make editorial decisions as to what will improve the project. And we've really been in improve the project from a stability, security, like how it works today. We have not been working on as much the new features right now.
Do the maintainers get paid by the foundation or are they just like super volunteers that have extra, you know, privileges?
Right now they're super volunteers. And we ideally would like to, you know, bring on some of the best the people that are most interested those kinds of things. And yeah, once we have the capital and the foundation and these kinds of things then we ideally will pay them for their work to the extent we can.
So Dave how do we measure success here because we've been watching the GitHub stars go vertical for weeks now incredibly impressive. I don't mean to diminish that, but for the foundation, what does success look like in stewarding this project? And what's kind of like the north star apart from improving the product, handling security issues, and interacting with the community? Like where do you want it to go?
Yeah, I think that success looks like a stable and growing ecosystem, right? Like you could perhaps look at how many projects are there out there both not, you know, open source that have included OpenClaw. You could look at commercial projects that are built on top of OpenClaw. And that we have a, you know, a really just stable, beautiful, growing ecosystem. Not unlike Linux. You know, I think most of the early internet was built on Linux, right? Most people don't know that, but that's the truth. And so to the extent that this can be a huge part of how people build things going forward I think that's success for us. I also think we have to continue research improving things going forward making it better. You know OpenClaw at the end of the day was a very powerful idea. You know the idea that you can give people the power of AI on their own computer. This idea of a personal AI that actually does things, takes actions for you. I think this is a major part of the future and we have to just continue to push towards that frontier.
Is it possible to donate to the foundation yet? Is there like a donation page yet? And then like not yet. Okay.
Yeah. We're hoping within the next couple of weeks. As you probably know, anybody who's set up all the various types of business entities in the world, 501c3s are one of the most sophisticated. So, we're working through it as fast as we can.
Learning from the comment section asks, 'What hardware does Dave Morin recommend? What's your stack? You're in a virtual machine. You got a studio. What do you think?'
I use a Mac Mini. I have several Mac Minis. And I also use virtual machines. So for my venture capital firm we use a digital ocean virtual machine that operates in our slack and my team there has absolutely loved it. And I've also got a bunch of testing right now like Alex said earlier Vercel has been an amazing partner to us at OpenClaw. Guillermo and his team are just world class. We love them. They've got a new virtual machine environment called sandboxes. And so I've been doing a bunch of testing using sandboxes. They're not really set up yet for OpenClaw to be super effective. You have to keep them alive every 5 hours and these kinds of things. But doing a bunch of testing there. But I think the answer to the question is whatever your use case is, you know.
I just moved mine Dave to a Mac Studio.
I'm hoping to do that. I was going to see if there's new chips coming out this week.
There are. I don't think they're going to come out this week. I think they're doing that new MacBook that's like super entry level Chromebook.
I was hoping for an M5 Mac Studio this week.
I think they're saying June for that. I told Yeah. Which is a bummer, but the reason I got the Mac Studio is because I wanted to run Kimmy 2.5 locally and we have that and my replicant is using it right now. So the last 48 hours I've been on Kimmy.
Couldn't notice a difference.
I didn't know we had switched.
Now that was really weird. Really?
Yeah. And so here we are, folks. But I think we're going to hit start.
Are you running one or two Mac Studios?
Just one right now. But this is like a very light instance, but I find running it on a Mac I was on a Mac Mini. I find running it on an independent hardware stack much better because when you want to write software or you want to use native things it's so much better. So one of the things I'm trying to get it to do is create its own Apple photos. I'll give you another use case. Many times I want to use a clip on the program and then you know you want to download a clip and I'm like that's a lot of work. So, I told it, 'Hey, do me a favor. Like, there's all these like open source projects to rip, you know, an Instagram, Twitter, YouTube video, and they all get shut down when they're on the web, but the open source projects are still there.' So, and it's like, 'Okay, yeah, I popped that up for you.' And now I send it a clip and it then puts it in my G Drive for me. But I was like, I want it in my Apple photo. So, then we have a shared photo. So, that's not working yet. It's a little bit janky. Once I get that up and running, then I was like, wait a second. I don't know if you're like me, but do you bookmark stuff on Instagram or Tik Tok constantly for like when I'm in next time I'm in Japan or Paris, I got to try this. Do you do are you part of
Only Twitter? Yeah, only Twitter. I don't use Instagram or Tik Tok.
Right. So interesting. It's too addictive.
Smart. But anyway, this is like how I, you know, like there's men's fashion, there's like books I want to read or you know, movies I want to see and I'm constantly bookmarking them. And then I got bookmarks. Now I send the clip to my open claw over Slack and I say fashion, media, inspirational docket for like the docket of the podcast. It rips it. Then I gave it an instruction. Dave, go give me intelligent feedback on whatever I send you and you determine what intelligent is. So I'm like for choice. Yeah. Well, and I'm like, 'So, if it's fashion, tell me like comparable brands. Tell me about the history of this piece.' Because I was looking to get my sweater game going. Educate me on that. Then for like movies or books, tell me about the director. Tell me about the author. Tell me the Goodreads score. Tell me the Rotten Tomato score. All that stuff. So now it's like, okay, this is not just my bookmarks. This is my curator who's understanding what books I want to read and what fashion I'm interested and what places I want to stop when I'm in Japan next.
Yeah, Jason, but this is Kimmy 2.5 being the intelligence nexus that makes those decisions for you, right? So, it would have the opinion on your sweater just to be sure I'm tracking those.
Not exactly the opinion. What I wanted to do is just intelligently reflect back to me more information on whatever I send it. That was like how I said it.
Got it. And I am going to work on that skill. I started doing it this weekend, but now that I've got, hey, just might as well take the whole video, transcribe it, put it into a notion page, and then I'm going to develop a skill, which is my curator. And so, I'm going to create a curator skill, and then boom, I'm all done.
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On an investment level, you and I were very disappointed that open claw did not become a for profit slash, you know, open source thing. We I'm sure we were both lobbying heavily for that outcome. But hey, to each founder their own and happy for Peter obviously. What do you think the opportunity is for investors and openclaw? because I created openclaw at launch.co and said anybody with an idea and a decent team and a prototype whatever just email us we want to invest. I think we've done two so far.
I just want to invest in like 20 of these companies incubate like 20 of them.
Yep. What do you think? What do you think is the opportunity?
I think that is the opportunity. I think we're at the beginning of an ecosystem that there's going to be a lot of interesting stuff. They'll probably there's already a Cambrian explosion of people doing different things. Usually, you know, anyone who's been around technology for a long time knows that, you know, the first wave is always kind of the first ideas out the gate are, you know, simple. There's a lot of people trying the hosting thing and this, that, and the other thing. It's usually the second wave where things get really, really interesting. And so I guess the opportunity is just to stay in it, encourage people to try things, try building things. I'm hearing a lot of college kids actually say like, 'What am I going to do? There's going to be no jobs.' And I keep telling them, every entrepreneur I know could not be more excited right now about what's going on. They have more tools and more things to build with than they've ever had. Open Claw is one of the best ways to build things and try out your ideas. Just start building things. And the goal of having an open-source foundation here is to enable a stable ecosystem where entrepreneurs and investors can expect that this project stays around for the long term.
Yes. And so you can build things and trust that you can build things and that it's not going to be ripped out from under you. And so no rug pulling. That's the key. And as we've seen a lot of times large corporations will be excited about a developer program. Twitter had a very robust one for some period of time. Facebook had a very robust one and our pal Mark Pincus is like oh my god this is going to be the greatest Zynga and Facebook forever hard heart. And then you know at some point the platform Microsoft as well you know oh we have word perfect and you know we've got word star. Yeah build whatever you want on Windows. And then at some point the platform says, you know what, there's like 20 really big opportunities on this platform. We're taking all of them. Now Apple might be very generous about it. And they very slowly will say, 'Oh, well, our notepad will add some features to it, but we're not going to like kill, you know, Evernote year one.' They just, you know, we're going to keep it very simple. So great for them. But yeah, that is the challenge as an entrepreneur, isn't it? Like who can you trust to keep the platform open and free and a nonprofit with a leader like you Dave puts the trust level right at the 100 for me.
Yeah. I mean I think that's what I hope we're going for here. You know there's a lot of aspects of the AI ecosystem where people are trying to make these decisions whether you're an investor or an entrepreneur like can I build this product can I build this idea or is it going to be eaten in a year? Like I hear that every week at our investment committee table and in talking to other investors like people are just like terrified that the idea that they're working on might be consumed by the big AI models a year from now or even sooner right and so I think that's what one of the positives here of openclaw is that you know it's all being built in public you can build on it and you can expect that it's going to be around and build whatever you want.
Dave, intuition partner Hugo Melum he said that he's heard that quote half the current YC batch has already pivoted and it seems that everyone's having the same crisis that you're talking about like what will work in a year what will be alive in three years so what's your mental model for founders to understand what will be accelerated by openclaw and agentic AI and what will be utterly subsumed by it and turned into you know a skill.md file?
Yeah I mean I think that you want to stay at the orchestration layer as much as you can And you also want to be focusing on areas where you're creating unique data that you know that is not trained into the models. For example, like I'm doing a lot of robotics investing right now and one of the I know that's the thing to do dour but one of the main diligence questions that we're looking at is is this robot creating a distinctly new data set that only it would know and that therefore the company has access to either real world data or digital data that is net new in society. And so I think you have to think about these kinds of questions. I think just doing like your standard, I don't know, vertical co-pilot AI for XYZ is getting pretty dangerous. And you know, I think you want to focus right now if you're going to do digital work, you want to focus on what's the agent that I'm building. What's the, you know, am I building an agent for any number of use cases? Like can I be the best agent for this type of job, right? Like a lot what you're seeing is people building these agents to handle different parts of their business as if they were employees. And so I think there's going to be a lot of innovation around this and what happens when you do that you're basically training an agent on something that you uniquely know, right? And so I think that's very exciting. And I guess back to the first thing I said, the orchestration layer is very interesting. We have this company in our portfolio that I've been working with a lot called Pulsia. It's psia.com. And this is a solo entrepreneur who spent the last year building a agent orchestration system that enables other people to build their own businesses. So think Shopify but for the agentic world you have an idea you want to start your own small business or even maybe even in big business Pulsia will help you think through the idea do research do market research it will start running your ads it will build your website and every day you come back and it has new tasks for you to do.
Oh we just had Pulsia we just had Pulsia on the pod on Friday He's great. So, you invested in this. See if you can talk to the founder about getting a very high-profile podcaster who's good for a tweet once in a while with a big social follow and a couple big podcasts to sneak into the last round for like if I can get like a hund just a quick 100k cuz I want to do more deals with you Dave so we have an excuse to like just hang. So, just slip me in for a hund.
Or if he wants to go plus 10% from the last round and open a note I'll put in 250. Maybe a Hyundai 250. I just I was so taken by his idea. I think it's genius.
It's amazing, right? And he's working at this orchestration layer, right? Like how do you orchestrate agents? I think of it as like if agents are kind of like the orchestra, people have to build symphonies, and Ben's built a beautiful symphony here, right?
I've been calling it the maestro. I've been after that movie that came out. Like who's the maestro of all of these agents? And did you solve that for yourself? Like I'm assuming you have multiple agents. I know Brit's got agents working.
I'm still working through it. You know, there's a lot of different ways to do it, but I think we're all kind of thinking through the various different ways to do this right now.
I have two concepts. One, I have my like super replicant that has the keys to the kingdom. Only I can talk to it. And it's pretty cool when you give it access to every Gmail at the company, every Slack at the company, and every Notion edit at the company, and every Zoom. Because now when I'm doing executive coaching, Dave, I say to the replicant, hey, tell me Dave's previous week, all the emails he sent based on category, sorted by importance, every Notion edit he made, every Zoom he had, and every calendar entry. And what do you think was accomplished this past week and how should that inform next week and be an executive coach and go research executive coaching?
So I don't know if you remember this, but it was Travis's, which was everybody's private driver, like everybody gets a chauffeur. So there's this concept: take whatever a rich person has, private jet, give them JetSuite; their own private driver, Uber; their ski house or their house in Hawaii, Airbnb. So I was like, you know what's interesting is executive coaching is something that's like, what does an executive coach cost in Silicon Valley now, Dave? Like a good one.
I don't know. That's a good question.
I think 10K a month is probably the ask. Five or 10.
Maybe more for the best ones.
And for the best ones, they're probably at 25. And you know what? If you were on the board of a company worth a billion dollars, you're like, 'Yeah, I'll spend 300 grand a year, you know, just making my CEO 5% better.' Yeah. Totally worth it. So, what if everybody had an executive coach? Well, what does an executive coach do? They watch you work. So for a CEO that's like not creepy. It's like Steph Curry wants every video of him shooting ever.
For a rank and file employee they're like, 'Oh my god, I'm being micromanaged.' No, you're being macro coached.
Yeah. Like change your mindset. So I created this executive coach skill I've been refining. And then I just said give people their weekend review.
I haven't started making these public skills yet, but I will because I...
I want it. Send it to me, man.
When I make it a public skill, I will send it to you.
Or send it to me privately.
I'll send it to you privately and then it has a thing where it opens up your Coinbase and it just sends me a Satoshi every hour. So, don't worry about it. If you see anything about Satoshis being sent, don't worry. It's all good. Okay. I wanted to ask you a lightning round. Couple of news stories. I know you got to go.
Alex, there's been three big news stories. I want Dave's opinion. Dave, you have 90 seconds for each one. We're going to hit you. We're going to hit you with the hard ones. Go ahead.
Was Anthropic correct to decline to meet the DoD's terms as last week ended and maintain his red lines?
Spicy. Spicy. I feel like I don't know enough about what's going on.
You can't group chat claim. Come on, Dave.
I didn't read much about this.
Okay, here's basically what happened. Anthropic is like, I have two red lines. Number one, we're not ready. This software is not ready to build murder bots. So, please don't use Claude to create bots that kill humans. And then number two, we don't want to be involved in building a surveillance state against Americans. So, please don't use our software to spy on Americans. If you can do those two things, we're happy to sell to you, but we are not going to give you a license if you do those two things. Your thoughts on a private enterprise giving terms to the military of how they want their tools to be used and saying if you we don't need the money so you can cancel our contract. That's what they basically said.
I guess I just feel I don't know. I tend to use an Apple frame on this which is like if I'm selling Mac minis to the DoD, the DoD is going to use the Mac minis to you know do what they want to do. It's a utility, right? Like I did see that there's like Starlink mini terminals on top of these new drones that we're running, right? Like are they like is Starlink selling them Starlink terminals and then saying like you can't use it for this or that? Like I don't know. I'm not a military expert. I don't know like the various different variables going into what's actually going on. These two points seem pretty political and kind of advantageous for marketing to me. Anthropic has a pretty consistent past of using the doomer narrative to do marketing. And so both of these points feel identical to me. You know, it's like, oh, you can't do surveillance of all Americans. Like, I highly doubt that the DoD asked for that.
And they're technically it's illegal for them to do it because they're not allowed to spy on Americans, CIA, FBI, we have like some, you know, division there. Okay, second story. Alex, tee up a second one. Lightning round.
