Metaverse IRL, Bollywood Protein Powder & AI Gadgets That Suck

Whenever I hear stuff like this, like when people are like, you know, you know, money doesn't make you that happy or like, you know, after this amount doesn't really do anything for you. It's like, yeah, you're probably right, but I'm just going to check. Yeah.

I would like to find out. I'd like to find out.

I'm going to go ahead and test for myself. Yeah. All right.

We're live. Um, can I start the podcast doing something that you're going to dislike? Like, can I complain? I want to complain.

Oh, everybody wants that.

I'm having a really shitty week and I'm having a horrible day. So basically, like, uh, personal life, there's some stuff like we thought the pregnancy was gonna be one day or the due date was gonna be one day. Now it might be another day. I don't have the supplies I need, so I gotta go and buy the crap this weekend that I think I need. I'm really stressed about that. At Hampton, we, uh, are dealing with like, we're having to make like policies that I'm not used to having to make, like maternity leave and things like that. So those conversations are exhausting to me. And then, um, I got sick this week and I took this medicine that made me bloated. I don't know if you could tell by my face, but I've gained 15 pounds in the last 3 days. I feel like you need to poke me with like a needle and I need to like let out air. I feel miserable. My, all of my fitness gains that I've made in 3 years, it feels completely erased.

Rank those from worst to least worst.

The bloat is the number one worst thing.

It has to be, right?

It has to be. But listen, I have a worse thing. Listen to this. You'll find this hilarious. I did David Perel's podcast. He asked me to look at his edits. I log in. Let me read to you the first edit that he made to his editor that I read it. He said, this is a note from David. He goes, hey, can you remove the I love Nazis part? It's a little distracting. Clean it up. Basically on the podcast he was like, what do you like to read lately? I was like, oh, you know, I've been loving like history. I've been loving war in particular. I love Nazis. Like I like reading about that. And I just log in and I'm like, remove the I love Nazis part. And so anyway, I've had a hell of a day, dude. I feel bad. And it's like 11:00 AM. Am I being, am I soft right now or should we just pull the plug on everything?

Millionaire has gas or whatever. By the way, really funny. We, uh, we were at a dinner, uh, with these guys who, like these other founder investor type guys. And then somebody was like, oh, do you want this? And Ben goes, nah, I'm okay. They're like, what? You don't like this? He goes, nah, I just, I feel bloated. And then the whole table turned and looked at him and we're like, are you a pregnant woman? Why are you saying you feel bloated? And I was like, I never heard a guy say I feel bloated. I'm not saying it doesn't happen, but I am saying you should never say it. It's just one of those things. It's the, what, what was your list of like drinking from a straw, holding a cup with two hands?

Yeah, men don't drink from straws.

Men don't hold cups with two hands. Saying bloated is, is now on that official list of, of never do it. It makes you look super soft.

Men do not drink from straws. Men should never hold mugs or cups with two hands.

That's a rule.

You don't do that. Another rule that I'm thinking about making is if you get a drink and there's a lid on it, you always take the lid off. And, and for sure, for sure, men do not stay bloated. Yeah. Uh, yeah, we could add that to the list.

Add it to the list. All right, good, good. We got that settled. Um, okay, so besides your, your petty complaints, um, where do you wanna start? What do you got?

So you have Facebook. Are you talking about the, uh, Lex Mark interview?

Mark? Yeah. Yeah. So I see this thing. So, so Lex Friedman does this interview with Mark Zuckerberg. And here's the setup about it. Like, I don't know when Facebook rebranded to Meta, but I think it was like 2 years ago, uh, or a year and a half ago. And, um, changed the name Meta. People are like, okay, why? And he's like, because the metaverse. And the metaverse might get on that bloated list as like words you should just never say. It's like if I was like, hey guys, I'm logging into the information superhighway real quick. It's like, you know how they used to call the internet that? Like back in the '90s, that's what they called the internet. So, so, you know, the metaverse was always this dorky thing and, you know, the problem with it was like, people are like, oh, okay. It must be, is it awesome? Is there something awesome I don't know about? And then they're like, so what is it, Mark? And he's like, well, it's, um, digital identities and avatars. And, and they're like, oh, we're LARPing now. We're not, what are we talking about here? And so then the demo, so Ari, can you pull this up, pull up the initial demo where he was like, the future of work. Check it out. Facebook Horizons or whatever. And he pulls up this—

that's me.

Yeah, exactly. Pulls up this goofy avatar of Sampar. If you're on YouTube, you should check it out. So it's this absolute cartoon, like The Sims version of Mark Zuckerberg standing in front of a tiny Eiffel Tower, which makes no sense. And they were like, yeah, like you don't need to do business meetings on Zoom anymore. You could do this. And everyone's like, I'll never do that. And so, you know, it's Facebook's stock price tanks. People are like, he's wasting all this money on the metaverse. He's, uh, you know, this guy's clueless and stock tanks. But I, I always believe, as you know, we are, we are pro-Zuck on this podcast.

He's hard to bet against.

He's hard to bet against.

So bet against.

I start buying the stock. I'm like, I'm like that guy who liked the GameStop, you know, stock. And he said, I like the stock.

I like the stock.

By the way, did you see the movie that came out or the show that came out about that on Netflix?

I'm going to watch it. Yeah.

I'm watching it for sure. It's pretty good. I would say I give it like a, it's a solid B+. It's like a, for guys like us, it's entertaining.

We're going to, we're going to make that the official rating of DAB. We're going to call it DAB, decent at best. That's our new rating. It's DAB. How is that? It's DAB.

Yes, exactly. So, so anyways, um, we like the stock, we buy it because we believe that this guy is not going to go all in and lose. Now fast forward about a year. In one year, here's what the metaverse looks like now. He goes on Lex Friedman's podcast. It looks like him and Lex are talking to each other, but they're actually, whatever, thousands of miles apart doing this podcast. They're wearing the new, like, Quest device or whatever. And check this out. So this is unbelievably realistic. Like, it looks identical to their face. Um, the freckles on their nose, the lighting, the, the, the mouth movements while they're talking. Like, it's super, super realistic, which is funny because like both of these guys barely move their mouth actually. So it actually looks a little stiff, but it's because Lex Fridman and Mark Zuckerberg are stiff, the stiffest guys on the planet. So, you know, the guys who like don't show emotion. So it wasn't really that good of a demo in that sense. But kind of amazing. Now it had like a black backdrop, like there was no, they don't have the background stuff built yet.

But yeah, so explain how that works. So basically what I'm seeing is Lex and Mark are wearing what looks like an Oculus, but slightly different, but basically an Oculus. And then are there cameras outside of the?

That's it. Wow. That's it. So they're wearing this headset and what happened is they both did this scanning process. So right now it's not like the sustainable thing, but like that, that purple image, is the 3D codec scan, basically. So they went and got this like scan done, which today is like kind of the manual process to do this. But in the future, the device itself or your phone will be able to do this scan for you. You'll just, it's like, uh, Xbox has a thing called Kinect. I think it works the same way where it's basically like you stand in front of it one time, you look to the left, you look to the right, you look up, you say these 10 sentences, you move your hands around and it's like, cool. I've now recreated you perfectly digitally from now on. Um, and by the way, this is going to be like the DMV also, because what ends up happening is whatever you look like when you got scanned, that's you online now. And so like, I could be sitting there, hair disheveled, haven't showered, beard on my face. But if my avatar is when I looked my best, that's how everybody will see me in my meetings and on the podcast or whatever.

It's like when you die and go to heaven, what do you imagine someone to look like? You know, like which age, which age are they for eternity? That's sort of like this. You know what I mean?

I feel like it should be like whatever you remember them by, that's what you see. And so, you know, that, that, that'd be, that'd be my, my hope. But they, so right now they're doing this 3D scan. They create this advanced model. That's the thing. Like, why is this not released to everybody? Because they have to figure out how to do that scan just like on a phone, uh, so that anybody could do it. But after that, the thing was incredible. And I would just think, The progress in one year from that cartoon—

it's awesome—

cartoon avatar in front of the Eiffel Tower to this is unbelievable. And now this, when you see this, you're like, oh, okay, kind of get this metaverse thing. Like, uh, this is cool. Like they were hanging out in a room, they could play ping pong together, they could do an interview together without ever having to travel, without ever having to leave their space. That is pretty impressive, dude.

What do you think about Mark Zuckerberg's patience when everyone was like, nerd, like, what are you doing, dude? This is the stupidest thing ever. And like, he knew how amazing this was going to be.

I just imagine like the Arthur fist. He just like clenches his Arthur fist. That's his only like outlet of emotion. And he's like, continue.

Nothing, nothing. Like he just has, he, he just like walks around with a notebook and like, he'll just like cross a name off a list every once in a while of like revenge. Haters.

Got 'em. Or you'll just see someone like make fun of him and he goes, high school crush, then it's the Winklevoss twins. And now the list is just super long.

Like someone will like insult him in an interview, like, hold that thought and pull up his notebook and just, you see him write a note.

It's like Sean with two A's or— okay, got it. No, no, no, Mark, I like the stock. I like the stock.

Dude, he's totally pulled this off. We always have said this, but imagine this, like a guy who's been the top of the game since he was 20 years old. Married to the same woman the entire time, has a happy family, has hobbies, has never had a major scandal, at least nothing involving his personality. Super ripped. Don't forget, super ripped, fit. Seems pretty nice. This guy's awesome, man.

By the way, you just described LeBron James also. Exact, exact description of LeBron James also.

Yeah, they are the same. They both were big shots at the age of 20. They're both ripped to certain degrees or different degrees. They both have never had major— is LeBron— LeBron's been with his, like, high school girlfriend forever, right? They're married.

Savannah.

Yeah. And then he has a bunch of kids, uh, and like a great family.

It seems like I saw LeBron at the Wynn Casino one time and I was like, LeBron. And then I go up to him and I try to dap him up and like his security was, they were there, but like he was walking. So it was like, I wasn't bothering. I was, it was clear. I was being quick. I got off the blackjack table to just do it. And, uh, when I tell you that my hand was a tiny pebble in this man's giant hand, I have never felt so Honestly, so supported. I felt so like taken care of when I just put my hand in this guy's giant mitt. It was unbelievable to see a human hand just wrap my whole hand up.

Yeah. Women aren't the only people who like to be hugged and like everybody needs a big spoon and I found mine. It's LeBron James. All right. So have you heard, dude, wait, have you seen this thing? ZozoFit? Z-O-Z-O-F-I-T. Oh, was this the like motion capture thing? It's, it's a, it's a suit. This guy in Japan came out with this thing. I've been like paying attention to this for 10 years. It has never lived up to its hype. I've been about this forever, but it's a suit that they sent you. It's a body suit. You put it on and they claim that it like knows all the dimensions of your body. And then you could buy clothing that like fits perfectly to it.

It doesn't work. Things that Sam's been telling me about for 7 years, denim. Brett Adcock and ZozoFit.

I love ZozoFit, man. I've wanted it to work because I've got huge thighs and a fat ass. And so finding pants, finding pants for me, weird flex, but okay. It's just, it is what it is.

Well, explain this guy. So this guy is a Japanese billionaire, right?

Like he's like a, he's a Japanese billionaire. He came up with like a media company. That's originally, I think how I found him. I think it was a media company. And then his new thing was he's going to start this clothing company and he's going to mail everyone a Zozo suit for free to get it.

So you can find it, right?

Like perfect fitting clothing. Turns out, I think the clothing company like didn't even do that well. But people are like, yeah, can I just get this Zozo fit thing and just use it for everything? Also to like tell me if my muscles are getting bigger or if I'm losing weight, like tell me about it all. And so he just says, all right, fine, it's $50. Like it's going to be really cheap and you use your phone. It's like, When you see like the Lord of the Rings movies being made and they're wearing these weird suits with these balls on them, it's basically that. It's a suit like that. By the way, and you like—

Somebody should be making this for with just AI now. So, um, you know, like calorie counting apps have been around forever.

Yeah.

And you used to have to manually, you know, you'd be like, okay, it's lunch and you'd open MyFitnessPal or whatever.

And you'd be like, I've been using MyFitnessPal every day for years.

And you would, um, you'd be like, yeah, I had a chicken salad. They're like, how many ounces of chicken? It's like, I don't know, dude, I didn't weigh it. Uh, 8 ounces. They're like, cool. Like light dressing or medium? And it's like, I don't know. It sounds like a personal question. What are you asking me about? Like, and so you had to manually input all this. Well, now there's these apps like Snap Calories and stuff like that. You just take a picture of the thing and it's like good enough now where it can actually guess the calories. Um, and I would say like, it's still not all the way there because it doesn't know, let's say like how much oil was used in cooking this, for example. But that we're getting to that point where you can just take a picture and it knows the calorie count. Well, I think we're also gonna get to the point where if I'm on some e-com site and I'm like, am I a large or a medium? I don't really know. I'm gonna be able to click a button. It's gonna turn, turn on my camera and it's just gonna scan my body and be like, you're an extra large. I hate to break it to you. And like, you know, that's what's gonna happen here.

You're 6'1", like 200 pounds. You don't wear mediums.

Uh, in the metaverse, I could be any size I want, Sam.

All right.

What's, uh, do you want to talk about Rewind or the Klaviyo thing?

I have some cash sitting, sitting around that I was going to use to pay taxes. Should I just, uh, hold that for you?

Yeah.

Should, should, should beg Zuckerberg, uh, uh, keep an eye on my money for me.

You're holding his money. Uh, all right. So now rewind. So did you see this, uh, thing that came out? It was pretty controversial. The, there's a guy, or there's two companies that came out with this at the same day, which is, uh, we'll just say Rewind because that's like the one I remember the name of. Um, it's this pendant you wear. So it's like a necklace. Um, it's like, you know, the Angelina Jolie necklace where she like was wearing the blood of like a small child in Africa or something. Yeah.

I don't know what was going on, but like it was her, it was worse. It was Billy Bob Thornton. It was what's like the blood is the blood of Billy Bob Thornton, just like motor oil or just sweat.

So, so there's this pendant that you wear now that basically, I don't know if you saw this, but it can, while you're wearing it, it's just going to record everything, everything you say, everything that's said to you. It's going to automatically transcribe that and then save it locally on your phone so that if you're ever wondering, like, what did that person say? Or what did my wife ask for groceries? Or did that person incriminate themselves? You can now have that all transcribed and stored for you on your phone. Some people are like, did that guy reveal where the bodies are or not? We found out if Adnan Syed killed that girl or not. You know, he wore the Rewind pendant. He was an early adopter. So there's this— so a bunch of people were dunking on him on Twitter. I think he tweeted out like, I don't know, 1,700 people bought the thing on day one, which is not that much. Like, you know, it's like, you know, maybe that's, uh, What is it?

$1,700.

It's like $60 a thing. $100 grand of revenue on day one.

It's not that good.

Day one of his thing. Not that good. Um, and people, the tweet that went viral was like, oh, so we're just gonna, we're just gonna be wearing a wire now?

Like, oh, that's what's up?

I remember my family, like, I had some family members that were like, oh, this vaccine is just for Bill Gates to track us. And I'm like, hey, Uncle Ron, Listen, he already tracks you. Like he already knows where you've been.

No, Garan, I track you with Find My iPhone.

Like Find My Friends. I know where you went all day today. You shared your location with me. Like, he doesn't, yeah. Like remember that 23andMe thing where we sent in our blood? Like it's already being tracked. Okay. Like you're already, Bill, Mr. Gates already has everything he needs. So he doesn't need to do this.

Um, hey Ron. You deleted your cookies anytime recently? Yeah. Oh, forgot to delete my cookies.

Yeah. So like Bill Gates, he has what he needs. Uh, I will not be wearing this thing. Rewind. I don't wear any wearables because I don't want to be, I want to be tracked less and this shit just stresses me out.

That's surprising to me. Cause I feel like you've done all of the like blood testing, age testing, inject, inject random chemicals that some dude on Reddit said, uh, you know, helped him feel stronger, inject that in your butt. Like. On one hand, you're willing.

I'm drug-free at the moment.

Well, at the moment is the key phrase there.

So, and by the way, it feels way less good.

By the way, hate it.

Yeah, it sucks.

Why are you resistant to some of these trackers, but then on other, in other cases, you're very into measurement and whatnot?

Uh, one, I am kind of like going to the like more pure, whereas like less is more. I don't want. I don't want drugs. I don't want my cell phone. Like when I go out, most of the times I don't bring a phone. So I don't like have my phone on me. Yeah. Like when I go out, I won't bring a phone. I have a Tesla so I could use the directions on my, on my car. And it's like if I go out, like I went out to eat last night, I don't bring a phone. What? Is that weird?

Yeah, that's very weird.

I don't, I won't bring it. So I just don't bring it.

What happens if you need to text someone or what happens if somebody calls you? What happens if you get bored for 3 seconds and you need entertainment? What do you do?

Yeah, I don't, I just don't bring a phone. Most places I don't bring a phone. So like if I'm going out on the day, for the day on Saturday, I won't have my phone with me.

Um, okay, mister, I'm better than everybody.

So you're saying about mental illness, what were you saying? No, I, uh, yeah, so I, I just, I've gone from like, so I used to have a Whoop. I had an Apple Watch. I, the only trackable thing I use is Eight Sleep and I only use that because it makes my bed cold, but I don't even like track track any of that. So I don't track anything. I do do the blood work stuff because that's just a fun hobby. But, uh, I don't— yeah, my hobby is like pain. I like getting poked with needles. Um, but yeah, I don't do any of that stuff. Do you track yourself? Like, do you— I, I like Whoop. I just don't want to track any of that shit. I don't care.

I'm not, uh, I'm not a huge tracker. I actually just bought this Oura Ring because I, uh, I wanted to test my— before getting the, the surgery for my deviated septum and after, I wanted to see if my sleep improved or not, but normally I'm not a big tracker, but yeah, I do take my phone places.

Uh, yeah, no, I don't track any of that stuff. So I'm not going to be buying this thing. Are you?

Um, I'm not going to buy this thing, but I do, if again, it's sort of inevitable. Like I think if you just track forward in the future, we're going to have device, we're going to wear a device on us. That's a camera and a, uh, and a microphone. And we're just going to like, which actually brings me to the second Facebook announcement. Did you see the glasses that they, that they had? The, the new Ray-Ban things. So I had V1 of this and I've had the Spectacles. I've had this. None of them have quite stuck yet, but it is kind of amazing. It is kind of amazing. The demo is really cool. He's like, watch this. Like I can basically livestream, you know, just hands-free. Like if I'm at something cool or whatever, I want to share this on my Instagram or share this with my friends. I can just push this button on my glasses and it's a camera that's going to capture this. Or if I'm at the park, like There's a big one for me. I'm at the park with my kids. There's so many of these great moments and just literally, it sounds stupid. It sounds like petty, but like the time it takes to like get your phone out of your pocket, unlock your phone, get to the camera app and do it. The moment is gone. And so, um, I had these things that these Ray-Bans that Facebook made that like, you know, while I'm working out or while I'm with my kids at the park or whatever, I can just quickly just like record anything on the fly and it just grabs the next 15 seconds. It saves it to my phone personally. And then if I wanted to share that, I could. Um, and the video turns out really cool. It's like first-person view. So I definitely am excited about this. I think this is another, like, one of these breakthroughs I'm waiting for. I'm actually less interested in the, like, glasses that, like, show your email to your eyeballs. I don't really care so much about that, but a camera that's an always-on camera, um, I think is really cool to be able to share cool moments. Of course, there's, like, the privacy concerns or whatever, but I think it's gonna happen.

And, uh, I think it's weird that I trust I kind of trust Facebook privacy-wise. Is that—

do you? Well, you know what it is? It's kind of like that family member that like actually has like, you know, they've done some shit, but they're like, I've known them for 32 years now. Like, you know, like I guess I just kind of default to them, you know, like at the end of the day, if I'm leaving my keys with somebody, it's the one I've known for 30 years versus, you know, even though they've, they've gotten into some, some sticky spots, but like, I feel like it's a known evil. Versus an unknown evil in that sense.

Yeah, I kind of trust them for some reason. I, I definitely trust them.

Um, by the way, people in the comments gonna hate this because there's still a huge population of people that are like, hate Zuck, hate Facebook, and hate that we, we love— we, we say we trust Facebook. That's like blasphemous to a lot of people.

Anyways, let's move on. I don't care. All right, listen, so, uh, here, let me talk— let me bring up this topic, and I want to hear about your experience with this. So two companies went public in the last couple weeks. You probably big fans of both of them. I think you're more fans of one of them. What's it called? Klaviyo. Klaviyo. Klaviyo.

Yeah.

I call it Klaviyo.

I don't know how you say it. I call it Klaviyo.

I think it's Klaviyo. So Klaviyo, it's sort of like, uh, it does everything. It's email software, but mostly for Shopify folks, right?

For e-commerce.

Yeah.

So if you want to send emails, you know, oh, you know, your order is confirmed or things like after somebody comes to my site and I grab their email address, email them. Every day until they purchase for the rest of their life, you know, that sort of thing.

So they went public. Let me see what their market cap is today. They went public right now. Their market cap is, uh, $8 or $9 billion. The founder, when it went public, he owned roughly 40% of the company still, which is amazing. Um, another company went public. This guy, um, started— what's the guy's name? Started Instacart. You know, I bet you've had runs with him.

Indian guy, Apoorva, I think.

But with equity, it's actually one of the very few things that's really, really important. And so the difference between these two, um, these two cap tables, the difference between 10% and 40%, we're talking like $5 billion. Um, which is just a huge—

I don't know if it was like how much of that is it's a mistake versus one is a capital-intensive startup and one is software that's not as capital-intensive.

Well, both. I think both. So Instacart is I guess that would be capital intensive. Maybe. I actually don't know where that would be. Maybe, maybe middle ground of capital intensive. Whereas Klaviyo, you actually could argue it's also middle because you have to hire lots of engineers, but maybe not. Um, but my point being is I actually think that people are too willy-nilly with their equity early on.

Right.

He's like, I lost my share certificates. I just don't know where to put them. Like, what's happening?

How is that possible?

Um, have you heard the story of how, uh, Instacart got into YC?

No. Oh, is that where they went and bought literally every grocery ever at Trader Joe's?

Yeah, man, those guys have killed it. And then Paul Graham just effed off and lives in England now in the woods, writing poetry and playing Frisbee with his kids.

Yeah, he booked the win, which nobody does. He's like, cool, I'm out of the race now. I'm going to go enjoy my life.

Not allowed. Which one you want to do?

Yeah. Okay. So I don't even know really why this fascinates me, but it does. So this is a little primer for this. Uh, do you know what the Indian Hollywood is called?

Bollywood.

Bollywood, correct. You know, that's the $100 question. Okay, here's the $200 question. Do you know that in— do you know that Bollywood is the second biggest, like, kind of movie industry in the world? Yes. Okay, good. There you go. That's a freebie.

Now, What you don't know, what you probably don't know is that the, that Bollywood, like the famous people, the famous people in Bollywood are like the, are the most famous people on earth, aren't they? It's like George Clooney times 10.

Yeah, exactly. So like Shah Rukh Khan or Amitabh Bachchan, these guys are like gods. Meaning if they get the flu or they get sick, there's thousands of people standing outside their building with candles, like being like, take my health. Uh, like, you know, you can't die. And the reason why is that the stars in India, it's not like, so it's not like George Clooney. So George Clooney will. Come onto the scene in his 20s, but he hasn't really made it yet. His 30s, he becomes a star, and by his 40s, he's kind of on the way out. He plays a couple roles of old guys and he's done. These guys in India, it's like you get picked when you're 20. They're like, you're the star and the movie is going to make you look like James Bond. Like you're, you're only cool. Everybody loves you and you're the best. And that's the role. And then people watch that movie like, this guy's the best. Then that same guy will be the hero in movies for the next 30 to 40 years.

Got it.

Like, he'll be 50 and he'll be like, he's the big man on campus at college. And it's like, what? This guy's 50 and he's playing that role type of thing. And like, you know, but the girl in the movie will be in her 20s and he'll be in his 40s or 50s, but he's like the hero, the stud.

And so don't, don't, don't the movies even have intermissions? Aren't they like 3-hour long movies?

Yeah. Yeah. There's a halftime where you go and like eat. Um, it's pretty great. Honestly, that's a, that's a, that's something that every movie should do. Uh, the other thing about movies in India, all music in India comes from the movies. So every movie is a musical. That's weird. And then every mu— every, every song comes from a movie. So, and so like, there's no like hit song that's not in the movies. It's like all one pie, right? So it's like the center of culture. Okay. So why does that matter? Why am I telling you all about this? Well, because one thing has really changed.. And once I realized that, I was like, if that changed, that's gonna cause a whole bunch of other changes. And here's the change. So most of these Indian stars that I'm talking about, when they're in their 20s, in their 30s, they look like your boy. Their body was a little, a little round. It was, it was a little soft. It was a normal person's body. And all of a sudden these guys turned 50 and they're now absolutely shredded. Every jack city, jack city, every single movie star now, like this guy Ranveer Singh. So basically they're all jacked and they all went from normal looking people, normal humans to 55-year-olds with 12-packs. And the, uh, so if you think about that, you're like, okay, whatever, who cares? These guys discovered like testosterone and HGH and like dieting and working out. Cool. But there's like a carry-on effect. Again, these guys are gods. They're heroes in India. So now I met up with this, uh, Sony has a, uh, has a cousin who's like in India. This guy's 12 years old. The last time he came to visit America, all he cared about was like video games. Cause he's like, oh, I love playing video games. Video games are amazing as any 10-year-old cares about. And the second thing he cared about was like going to Target. He's like, oh, Walmart. Can I go to Walmart? Can I go to Target? Cause he had seen like, you know, MrBeast giving away $10,000 at a Walmart. And he's like, oh my God, I can't wait to go.

That's my, Dude, Ranveer Singh looks like Wolverine.

And India doesn't seem like a supplement.

Anyways, that's my Indian food is if you had to make a ranking of cuisine of one to diabetes of like cuisine that's set up to make you look amazing naked, Indian food would not be at the top of that list. There's, you know, like maybe Mexican food, like avocados, meat, rice. All right, great.

You've heard about the Mediterranean diet. You've never heard about the Bollywood diet.

Where's like the fried cheese and coconut milk diet? You know what I mean? Like, it's not exactly set up to like, you know, like, what is it? Naan and ghee? Is that—

is that bread and butter, rice, bread and butter and fried cheese?

Like, it's not— it's not entirely set up. To make you look good in the nude. So that's good. The Indians, uh, maybe now they're going to understand macros and they're going to stay in the need for protein.

And you know that you've had some success. India has had some success in the Olympics recently. The 4x400 meter dash with India got like second or third at the world championships. The most recent gold medalist.

Are you joking or is that real?

It's real.

Because we used to have like an archer or something like that, like a shooter. That was like the only guy who was even close to the medals. No, um.

Um, the guy who won the Olympics and the world championships in the javelin, Indian guy. Wow. Uh, and he looks great. He looks, he looks like a, he looks like a, like you want to look like him.

He's been eating, eating some of that protein peanut butter.

No, the, uh, Indians are doing good in track and field lately. Um, and so, and by it like lately, I mean like last year and it's like the only time an Indian has ever done half decent in track and field.

Well, I mean, it's amazing if you look at soccer, there's like No Indian players. You look at basketball, there's no Indian players. There's like none. Zero. It's crazy.

I've never seen like a 6'8 Indian.

No, they exist. Trust me. A billion people. You're going to— the bell curve. When you have a billion people under the area of the bell curve, you're going to get, you're going to get people that are, that are tall. There's one guy actually, he's on the Kings, uh, like development team, Simbulhari, 7'2 or something like that.

I've seen giants from every country. I don't remember seeing a, a, a 6'8 Indian guy with a 35-inch vert. I've never seen that. That I've Never seen.

Yes, you're correct.

Um, speaking of Indian things, uh, our boy, uh, Anand from CB Insights, by the way, he came on here and we were just talking about cap table. He's only raised, I think, $8 or $10 million. There's a rumor. I told him, I'm going to talk, I go, I'm going to talk about this on the pod, but don't tell me anything. I'm just reading this article that I read. There's a rumor that they're about to sell for $800 million. Um, so our guest Anand, that'd be pretty cool if they did.

We, on the pod, I remember we were like, this thing's gotta be worth $300, $400 million. And he was like, you know, noncommittal about it, but I think he probably knew it was worth more than that.

In the article, it said they're doing $80 million in revenue.

So 10x revenue.

10x revenue. That would be pretty amazing. I mean, I would, I, if I had a bet, I bet he owns half the company. So he would make many hundreds of millions of dollars. Uh, that would be huge.

And he gives it to the employees.

I think he stabilizes it and then like created like some equity plan or whatever and then, and then bounced. But really kind of amazing story.

Do you think that life— do you think that life for Anand, let's say he sells, let's say that he, I, he lives in New Jersey, so let's just say that he pays half in taxes. Let's say that he owns half the company, so he makes $400 million. Let's say that he walks away with $300 million. Do you think that there's a difference in life from $300 million and $50 million?

Not really.

Yeah, I don't think so either.

Really? Yeah, I would imagine after $50, he can buy the jet instead of rent the jet. You know, like, what's the difference? What is he going to do?

Yeah, I don't think it matters.

What I will say is like, it's all relative to the person. So like, you know, Mike Tyson found a way to spend $100 million, right? Like, you know, people can find a way to spend, but then also Elon took, you know, a couple hundred million bucks and used it to fund his own crazy moonshot bets that nobody else would do, right? So like, for Elon, the difference between $50 and $250 or whatever million dollars was the difference of Tesla and SpaceX existing versus maybe they wouldn't have, um, or surviving, maybe they wouldn't have because he was able to put the money in. So I guess to the right person, yes, but for 99.9% of people, no.

Whenever I hear stuff like this, like when people are like, you know, you know, money doesn't make you that happy or like, you know, after this amount doesn't really do anything for you. It's like, yeah, you're probably right. But I'm just going to check.

Yeah, I would like to find out. I'd like to find out.

I'm going to go ahead and test for myself.

Yeah. I think that all the time as well. Uh, Ari, when we did this episode where someone like asked me like, what was it like, uh, after making a little bit? And I was like, it feels this way and this way, but you should go and figure it out on your own. You should, you should, you should double check my math.

He's like, it won't make you significantly happier, but you're not going to believe me until you do it yourself. So go ahead and get after it.

Yeah, exactly. Yeah. I love that practical wisdom. Um, you want to do any more of these? We can do one more. Uh, do you want to do? You wanna do this Metropolis thing or IMG?

Well, let's do Metropolis. So I don't know much, I don't know too much about this, but I think that it's pretty wild. What did you see? So we both got interested. I did a little bit of research, but basically there's a startup that the, the, the, the founder, he originally had a company called, I think, ParkMe, and it was just like an app that told you where parking spots were. And he ended up selling it, but it wasn't like a home run of a success. I think like they got their money back plus a little bit, something like that. Then he goes on and he's like, I did this all wrong. I have to think about this as an investor and we have to like acquire parking lots and we're going to create technology that makes it easy. So you don't need to like, you don't need to scan in when you go and pay at a parking lot. We're just going to be able to track your car automatically. He's been doing this for a couple of years and he just bought a parking lot, like a company that owns a bunch of parking lots for $1.1 billion. And I saw that and I was like, all right, What the hell is going on here?

Yeah, the same thing caught my eye. The guy made like a— there's like a billion-dollar acquisition or something like that. What I thought was the story is that— so there's this one blueprint of business that's a very good blueprint. This is the blueprint that Constellation Software uses, which is vertical SaaS. What is vertical SaaS? Vertical SaaS is how— oh, there's a, you know, every golf club in the country needs some golf club booking management system so people can book their tee times and then they can rent their clubs and then they can, you know, have a membership and whatever. And there's some person out there that made some software, sold it to some golf clubs. And what a company like Constellation will do is they're like, perfect, because that software is not going to be like, you know, Microsoft is not going to go compete in that market. Facebook and Google are not going to go compete in that market. Honestly, nobody really is going to compete in this market. And if there are, if there is someone, it's, it's kind of so fragmented that as they start to get momentum, they get to $1, $2, $3 million of annual revenue, we'll just buy them and then we'll own all of the golf club software systems, uh, or sorry, golf, uh, like golf, uh, what do you call 'em? Like the members club or whatever, whatever it's called. Um, but basically vertical SaaS software. And so same thing for dentists and same thing for, um, whatever. Rent, you know, industrial rentals or whatever. So vertical SaaS has been a very, very lucrative play, especially if you roll them up.

So have you been to Constellation's website, by the way? They like give you like, they give you like 5 categories of like businesses they own. You click on like, all right, this, this one of 5, and then they give you like a list of 10. You click on one of the 10, but it's— they own so many businesses that they're basically linking to other companies that own other companies, meaning like we own this holding company which owns holding companies in these 5 categories and like you have to click through 4 different websites to actually see the name of a company. So they must own hundreds or even thousands of small software businesses.

It has acquired over 500 businesses since being founded.

They—

It's crazy, right?

In 40 different markets.

It's crazy. It's, it's a, it's a really wild setup they have.

They paid $1.7 billion for a company that owns parking lots. Yeah, it's a lot. That's huge, right? Yeah. All right. Do we want to wrap there?

Yeah, let's wrap it up.

All right. That's a pod.

I feel like I can rule the world. I know I could be what I want to.

I put my all in it like no days off. On the road, let's travel, never looking back.