The Exchanges

Q Yeah. But what's the, what's the actual format that you use? Like describe the video. What is the hook? Like break it down for me. Like you're explaining the, like the art behind the viral format.

A There's a caption. It starts with the face. Usually a handsome dude or a pretty girl is saying, damn, this interview is starting with the interview is starting with the hard questions. I should have been a CS major, not a business major. That's because people are saying like, bro, like CS is way harder than business. Then it turns around, the interviewer asks like, like, Hey, how are you doing? Why should we hire you? And then this guy uses clue to generate a response, but he can't fucking read the response. So he reads it hella autistically, like, oh, I revel in detail. And, and then that's, that is like another conversation point. Like people are cooking on the guy cause he, uh, he can't read properly. The guy is like doing a really dumb interview using Cree.

AI assessment note: “There's a caption. It starts with the face. Usually a handsome dude or a pretty”

Q like the, the failure or like the, the, the setbacks to Apple intelligence have kind of raised questions about like, Hey, should that Siri button be remappable to other things? Um, how are you seeing the, the landscape around hardware evolve? Because that feels really, really important to you. If you don't want to go build it yourself, burn a hundred million dollars, trying to build the next Apple product.

A Yeah, I, I, I don't actually think that, uh, we'll, I, I, I doubt that we'll ever be integrated into the iPhone. I don't actually know that that is the best modality, even if we could. Um, I think, I think most people, I mean, friend.com only like, like everyone is sort of betting on the idea that there will be like this new hardware element that, that, that, that is like a companion. Um, I think that's, if we were to delve into hardware, that would be most realistic, um, like the next step. But what I really would like to do is sort of like, Beat out Neuralink and just sort of just directly skip all that and get to the chip inside your brain. That is the true end state is what we want anyways.

AI assessment note: “I doubt that we'll ever be integrated into the iPhone.”

Q Um, yeah. What about, uh, uh, has any of the pushback been, um, correct? Can you steel man any of the pushback? Is it bad to cheat?

A I think, I think there's two worlds of, or like there's, there's two big arguments for the pushback. The first is this is dystopian and this sort of destroys what it means to be human. And I, I disagree with that pretty fundamentally. I think Every time technology has advanced our capabilities, uh, people have said the same thing. This destroys what it means to be human, but ultimately, like, that never ends up being the case. We just become more efficient as a species, and the traits that make us human are not the traits that sort of, like, AI can fill in the blank for. Um, the, the, the second, uh, large area of pushback is, um, this is cheating, and cheating is unethical. I think it's sort of The phrase cheat on everything is left intentionally vague. I mean, what exactly does cheat on everything even mean? You can cheat on a test, but you can't really cheat on a sales call. You can't cheat on a meeting. You can't cheat on a conversation. Um, what Cluey or what AI allows is sort of like an unfair advantage. And it's so unfair that it feels like cheating. Imagine you're in a sales call and you have this tool, this like, this genius tool that knows everything about you, your company, your clients. Anytime a technical question is asked or an objection is asked, immediately it just knows and just can give you the right answer.

AI assessment note: “what Cluey or what AI allows is sort of like an unfair advantage.”

Q but are you flexible in terms of what that sort of exact implementation looks like? What kind of, you know, different Niches. I can see the application in sales, et cetera, but, but how are you thinking about sort of adapting now that you have like this flood of customer demand and attention? Now you need to like, you know, turn it into a durable revenue and things like that.

A Yeah. I mean, this is something that there's like a really, really hopefully viral experiment that I'm going to try. That will be the first of its kind. Um, I'll just announce this right now. Uh, we're probably gonna hire about a hundred interns. And we're going to turn them into like sort of the ultimate content farm over the summer. So be like the most motivated high school and college kids. I really, truly believe if you're over the age of 23, you probably don't have the viral sense that you need to go like consistently massively viral. We're hoping to have this like gigantic content farm and every single one of them will be sort of assigned a different use case for the product. You guys are going to advertise this product for sales calls and you guys are going to just like ship out content for sales. You guys are going to advertise this for meetings and you guys are going to advertise the deep research feature and sort of like The consistent virality and attention on the different, uh, use cases will, uh, that, that will make it.

AI assessment note: “every single one of them will be sort of assigned a different use case”

Q Interviews. Okay. And, uh, has there been, it, it, it, this was controversial when you launched it. Is it still controversial in the comments? Are you getting flamed? Has anyone big, Dunked on you and has that driven virality? Is that actually a net positive?

A Instagram is not like Twitter. Like you could post the craziest shit on Instagram and they will still not think it's controversial. So how to make it controversial, like we have to engage in bait some other way. Like it's hitting tool is controversial on Twitter, but on Instagram, you could, you could have like a white guy say the N word 10 times and it's still not controversial. Like, like you need crazy shit on Instagram. That's what we crack. Every single person here has like very great viral sense. And watch the reels that do go viral. You see, there's like ways that we've engagement baited the videos and this is what we'll keep doing to, uh, Probably a billion views a month.

AI assessment note: “you could post the craziest shit on Instagram and they will still not think it's controversial”

Q I, I, I won't, I won't put it past you, but it feels like the Meta Ray-Band ecosystem might be a little bit more open. What are, what's your read on the Meta Ray-Band or the Meta Glasses rollout? They just had an announcement this today.

A My read is that there is way more money in an all-in desktop assistant than people actually think. There's maybe two, three competitors in this, maybe, maybe two, three competitors who are actually trying to take a meaningful stab at a desktop assistant, and there's way more money and way more value in this than people think. We're still going to be using computers in a few years. Maybe we'll be using something else, but like, like, bro, these sales, Oracle, Adobe, these guys move slow as fuck, bro. Like they will be using Blackberry still, bro. Like they are moving slow. We're gonna have computers unlock a bunch of enterprise value for the next few years, and we'll be here to capture all that.

AI assessment note: “My read is that there is way more money in an all-in desktop assistant”