BRINC Drones CEO Blake Resnick on the DJI ban, being sanctioned by China, and 911-response drone networks

right here in the front? Maybe.

Yeah, you can put it on top of here maybe. I don't know. Wherever you want in the front. That works. Uh we have a drone, two drones in the studios. Uh thank you so much for bringing this. Thank you so much for coming on down to the TV Ultra Dome. Uh second time on the show, but uh reintroduce yourself. How long have you been working on the

By the way, this thing is alive.

It's [laughter] alive. We got a live one.

It's a heartbeat.

Yeah, no doubt.

Uh so yeah, uh briefly uh reintroduce the company and uh just explain kind of the scale and size of the business these days.

Yeah. No, my my pleasure. So, um, story story of me and the company started my engineering career off over at McLaren Automotive. Uh, I was 14 when I was working there. So,

Amazing. I think I was there.

You're why you're why you're you're you kind of can take a little credit for the W1

the Well, that and the re, you know, the Landos.

Yeah, I'm sure.

Unfortunately, neither of those things, [laughter] but I I can take a tiny amount of credit for the 720S.

Okay. Oh, no way.

How's that? That's amazing.

I I worked on some parts that are on the underside of that.

Reallying. That's amazing.

So that that was an insane first engineering job. Obviously,

it's been all downhill [laughter]

in some ways. Yes, dude. I mean, it's it's hard to match walking by MP4-4 every day on my way to lunch. I mean, it's like insane.

Wait, where what facility were you actually working out of?

Woking. So, out of the McLaren Technology Center,

which ising Yeah. Like this classic summer job. Classic summer job.

I was at 14. Yeah, I was I was I was refing like 10 soccer games in every Saturday.

Not not uh I working hard but not as smart.

Yeah. Yeah. Wait, so how did you get the job?

Well, I I I built a fusion reactor um before Yeah. before the internship. So, that really helped.

Um basically, I would stay up until like 3:00 a.m. Las Vegas time every night. And I just kept calling their CEO. I never got through to

but after maybe the third or fourth attempt, I did get through to his personal assistant. And yeah, she took some pity on me and ended up facilitating the internship.

That's amazing. Wow. Okay. Well, catch us up on Brink, uh, scale of the business, where you are, product, suite, all that.

Yeah, 100%. So, Brink manufactures drones for public safety end users. We started off with this guy, which is an indoor drone for SWAT teams. So, the mission of this is to take off from an armored vehicle to fly up to a target structure, look around the backyard, and then this was the first drone in the world to have a glass breaching capability. So, it would literally shatter a window, make entry indoors. Uh this right here is a small LAR generates about a half a million points per second. So as this aircraft is clearing rooms, it's actually drawing a floor plan of the structure and then streaming it back live to first responders.

Can you tell me how it actually breaks the glass?

Yeah. So basically, it's a wheel that hangs off the front of the bird that has two tungsten carbide endectors that are embedded into it. And the wheel spins up to roughly 30,000 RPM. So the second

sort of like a saw almost.

Yeah. But it causes glass to just explode. Like [laughter] in particular,

the worst nightmare.

We have to share when we were coordinating for this appearance, they said, "Uh, if you guys bring some glass to the Ultra Dome, we can smash it on set." And we were like, "I don't know."

I actually broke some glass yesterday. I was playing a little basketball.

Yeah. Yeah.

So, we break glass here.

Yeah. Next time we'll have to have you bust in through the through the door, take down the steel. This

I would I would love to make that happen. And yeah, this thing can also enable two-way communications, right? So when it finds a suspect, it can enable, you know, a crisis communicator to actually deescalate whatever is going.

Yeah. A hostage negotiation.

Yep. So Vegas Metro was our first customer. Today about 20% of the SWAT teams in the country are actively utilizing this drug. Wow. Which is something that

What are the rest of them waiting on? [laughter]

Well, you know, a lot of SWAT teams are super small and they're like a shared effort between a bunch of 10erson police departments. Got it.

Um this is, you know, a rather premium drone, so they're not like in the direct addressable market uh for this particular bird. Yeah. Yeah.

If you're looking at the addressable market, we probably sold to, you know, 40 or 50% of those.

Sure. Sure. Sure. And and they might need uh if it's a small team, you might need an extra operator, someone who pull away from the door kicking that the rest of the team's doing. Correct. Not everyone has the staff.

That's that's exactly. But yeah, I mean, from the beginning of Brink, I also had this vision of drones arriving at the scene of 911 calls before first responders, right? But I was familiar with how technically complex it would be to realize something like this from my time at DJI. It was my last employer. And yeah, I thought building a citywide network of recharging pods that could integrate with computerated dispatch and you know enable drones to fly very reliably over people etc. It was just like a little out of scope for a teenager without any money. So started with this but you know a lot has changed for Brink over the course of the last 5 years. Today we're just about the second largest quadcopter manufacturer in America and we are the world's largest public safety drone company and that's enabled us to yeah realize that product.

Yeah, the new when did this come out? Uh huge about about a year ago. Little little over a year ago.

Oh, wow. Active.

Yes.

Oh, yeah.

Yeah, for sure.

It's okay. I'm touching.

Oh, yeah. No, it's great. I'm glad you are. So, yeah, this is really the world's first purpose-made 911 response drone. So, it takes off from a citywide network of drone recharging pods mounted on top of police and fire station roofs, and it it flies to emergencies before, you know, first responders can show up. And then when it arrives, it streams back feed so first responders know exactly what they're about. It has an onboard thermal imager so it can see heat. It can see through smoke, see hotspots and structure fires, you know, all of that good stuff. Communicate that potentially to

and I imagine uh police officers would want one of these on site even if they're are getting there first in some situation, right? maybe they're witnessing something and just having that uh a third person view from the sky so that they're less focused on, you know, trying, you know, obviously they have body cams and things like that, but having that extra angle, I think, is important.

100%.

Yeah. How does deployment work? I mean, imagine a 911 call comes in, an address is getting collected, and then at some point is like, is it, you know, does someone type the address, hit go, and then the drone can just go from an address and and and route itself, or is there a pilot that's firing it up? Like, how autonomous is the actual deployment to get from the base station to an address?

Yep. So we grab addresses from computer AED dispatch or other pieces of software.

Computer AED dispatch. What does that mean?

Basically that's the software that dispatchers use to deploy ground units of various kinds.

Got it. Okay.

But when someone calls 91, you know, the the GPS coordinate of that phone hits CAD.

Okay. Interesting.

Yes. So we we'll grab that GPS coordinate. Then we find the nearest drone to the emergency with sufficient battery state of charge to actually get there. The doors on our recharging pods automatically open. We launch an aircraft. Uh we plan a path from it site to the emergency avoiding manned air traffic etc. And then when the drone arrives it can engage in some number of pre-programmed like on arrival behaviors like orbiting the GPS coordinate pointing its camera in a certain direction

saying something itself or or it can then be taken over you know by dispatcher or teleoperator. The drone could be repositioned camera can be moved around. Maybe that teleoperator does use the drone to communicate to someone. uh or they might decide to deliver an emergency medical payload like Narcan, a defibrill, personal flotation device, etc.

How does it uh how do these takeoff points, charging locations actually work when a police uh uh law enforcement agency decides or a city decides they want to set this up, are they going around and find finding local businesses and getting them to opt in? Are these just like sitting on the roof of like a Starbucks or something like that? How does that all work? You know, that does happen sometimes, but generally fire departments are just already in the right places in jurisdictions. Yeah. Because

So, how what what Yeah, maybe maybe it's helpful to talk about the range of this first.

Yeah. Each one of these birds can cover roughly 20 square miles of jurisdiction.

Wow. Which is quite a bit.

So, like most cities, you actually maybe need a handful. You have great coverage.

Correct.

Yeah.

Yeah.

Um, talk about the supply chain to actually uh build a drone company. Obviously, you're a great engineer, but uh there's so many pieces on here uh that America hasn't really been dominant in drone manufacturing. We we we we talked about GoPro and sort of the rough go that they had trying to get into the market being underpriced in many ways. Like what did it take you to build the first one? How did you build the supply chain? How much is built in inhouse today? How how are you thinking about building these guys?

Well, fun fact, Brink has been sanctioned by China twice and I'm also personally sanctioned by China.

No way. You're you're one of the guys.

No, I am. I am.

It really is on I mean that there's a lot of lists you can get on as an entrepreneur, but none with more kind of prestige than being sanctioned. I think

I was I was proud of that one.

Ready to vacation in America?

Yeah. [laughter] Going anywhere

100%. Um so we had to move away from a Chinese supply chain

and I'm sure you were buying some stuff early on. Okay, there's a battery buy some stuff off the shelf. Hack it together. But eventually the geopolitical reality

and you're 3D printing too.

Uh yeah. So, so Lemur does include some carbon fiber reinforced nylon uh 3D printed parts. Responder though is fully injection molded.

Okay. Interesting. And so, uh, walk me through the supply chain. What are you making? What is America good at making? Are do we at least have a good drone motor company? I've been hearing that drone motors in particular are difficult to make in America or at least a lot of the companies sort of offshored or left or went out of business.

Yes. So listen, I mean DJI controls 90% of the global drone market. They're they're near it's really a monopoly. I think this isn't so well understood, but like the drone industry is a monopoly owned by DJI. Autel is their nearest competitor. They're another Chinese drone manufacturer. They have about 5% of the market.

Okay.

Um all foreign drones were just federally banned.

Okay. I don't know if you guys have been tracking this, but right before Christmas, the the

Wait, but but only in a uh for government buyers or all consumers.

All new foreign drones have just been banned from entering the country.

Okay. So DJI So if I go to Best Buy right now, there might be a DJI Mavic 3 on the shelf, but there's not going to be any new ones once they go out of stock.

Exact basically like the next Mavic won't be allowed into the country. the next Matrice series drone won't be allowed into the country. They can hypothetically continue importing their current inmarket drones. Okay. But in reality, in reality, even those imports are being slowed down very much at the borders. So there's there's this huge need for, you know, a DJI of the West or like a leading drone manufacturer for the free world. And that's the organization that we want to be. I mention I mention all of this though because

Wait, so what does that mean though? Does that mean you you start selling these to the public? consumer. I want I want consumer

I think I think over time yes we probably

do start engaging in those types of businesses you know consumers a little far from our you know current space. Yeah, but if it helps you get to scale, bring down costs,

yeah,

there's a potentially good feedback loop.

I think I think though like private security, industrial automation, homeland security, etc. would be like more more natural immediate uh new verticals for us. But yeah, I mean over time we want to be

that was under reported. I didn't I didn't catch that they were I I I remember uh I remember some news around uh foreign drones with uh within uh purchasing from the government. and it didn't clock.

Yeah, there were walk us through some of the history there. There were some local bans, some state level bans, some individual agencies that might say, "Hey, we're not going to approve these." Um, you heard about, you know, uh, you can't use Tik Tok in Langley. That seemed obvious, but uh, now it's it's grown a lot. Uh, what was the actual history of the roll out? Who's who's been driving this in Washington?

Yeah, so the progression here was number one, the federal government banned itself from purchasing Chinese drones.

Okay. Uh then some states started passing similar legislation. Florida, for example, banned their public safety agencies from acquiring new Chinese systems. About a dozen states have followed suit.

And the new thing is what I just articulated. You know, the government saying, you know what, no more new foreign drones are allowed into this country, period. Okay.

Regardless of application.

Yeah. Walk me through the geopolitical risk of of, you know, foreign drones. I I at one point I had a DJI Air 2 or something. This little mini 49 uh what was it? 490 gram or something like that. Yeah. Uh and uh it was sort of like collecting dust in a in a uh in a drawer somewhere. And I was thinking like okay if somebody hacked this and really tried to fly it out of its little case and out of the drawer and then out of my closet and then out in my house like what is it going to do? Is it that dangerous? child. Child, John, I mean, I've always looked at this as like uh you rewind

and uh you know, some someone in China, so some entrepreneur in China is like, I'm going to make a a hit consumer product in America [laughter] that will be able to give you a real time map of everything going on. And there's going to be so many drones that people won't even notice when a drone is just hanging around some strategic asset or anything.

So, is that the risk surveillance? I I would say there are three primary risk vectors. Um risk vector number one is that DJI drones just stream back video, thermal imaging information, GPS coordinates, altitudes, etc. to China, which

going straight to the DJI cloud, right?

Yeah. 100%. 100%. So that's, you know, that's the first big like trunch of risk. The next trunch of risk is look at what's happening in Ukraine. like drones, specifically DJI drones and other, you know, aircraft that are similar are being deployed to incredible effect in the context of of warfare and they're being consumed at insane rates.

If America wanted to engage in, you know, adopting those types of drone tactics, we would need to produce many hundreds of thousands of drones a month. And we just do not have that industrial capacity in this country.

If you ban foreign drones, though, guess what happens? that industrial capacity gets built up because the domestic market starts to be served by scaled American drone companies.

You bootstrap like wartime demand with consumer demand today enthusiasts that want to be able to

you know get footage of their ski trip or some you know they're hiking or any number of use cases

100%. And then the third tranch of risk is what you articulated. Um I would say though when you start contemplating systems like that

you know that risk starts to feel much more serious

because it might be able to take off at any time. It's not

from a recharging pod

from a recharging pod. And so

yeah, I was surprised the what was the the operation in Ukraine where they parked next to the air base took off like that

like I still feel like that risk

uh people are not taking it seriously enough about that kind of event happening like on American soil.

What was it?

Spiderweb.

Operation spiderweb. Is that it?

Sounds right.

I forget what it was called. Um but yeah, that was that was certainly dramatic. Um, so talk to me about uh you're having success in the uh the police market. Are you thinking of uh going to the federal government, the Department of War soon? Uh is is there a crossover there or is that more of a distinct uh market that you're putting off for the time being?

Yeah, I mean the the way I think about things is there are 20,000 police departments in America, 30,000 fire departments, 80,000 police and fire stations. In the future, I believe, you know, the top half of those buildings are going to have a drone recharging pod on the roof. That's 40,000 deployment sites. Yeah. We charge on the order of like 60 to $160,000 per year per launch site. So, even being very pessimistic, the domestic markets around $3 billion recurring. Uh international, excluding Russia, China, Iran, and all the countries that we'll never be able to sell to is a similar size. It's maybe like a $6 billion pie. Even if we're only successful at capturing a third of that, like we're we're a large public company. Axon's probably our closest comp right now. They're trading at roughly a 20x revenue multiple. So like that'd be an amazing outcome for us. But long term we do want to be the DJI of the west, right? And we want to operate in every customer vertical where we can add value

and uh yeah that includes you know some of the areas that you listed.

Yeah. Uh on the engineering side uh what is if you could wave your your a magic wand what technology would you want to advance most directly? Is it the battery, the motor, uh the any other uh the actual sensor stack? Like where are we most bottlenecked from just a technology development perspective?

You know, I would say surprisingly connectivity can be a challenge. Yeah. U we're we're about to release something very innovative in that domain with our next drone. Okay.

Um but yeah, that that can be that could be a major issue. Like cellular isn't always perfect, especially at altitude. have I have this very very first world problem that

on the drive home from the studio

there's like a 10-minute stretch where there's just I cannot get a I can't have a a phone call

phone call

so I start a call when I'm leaving and then I'm like I'm going to have to call you back

in like 10 minutes and then I call people back and I'm like how in the middle of Los Angeles on a major like street

do can can I not take a simple phone call

keep in mind our drones fly everywhere jurisdictions, right? So, every city has little pockets like that.

Also, the Verizon outage yesterday, you have to be you I mean I I have I'm issues with it, but I mean there was like 30% of Verizon users, I think yesterday had no coverage. Some ma massive number, mostly East Coast numbers, I guess. But

yeah,

what about uh what about uh Starlink satellite connectivity? Is that doable on a drone this size? I have the Starlink Mini. I could imagine the extra mini or the Nano fitting on here. Is that in the cards?

Yeah, you should you should watch our next launch event.

Okay. Okay.

When's when's that?

Couple months. Couple months. [laughter] Q1. Okay. Yes.

Um Yeah. Yeah. Interesting. Um what what else goes into training uh uh police forces and uh uh and SWAT teams on using these effectively? Have there been any creative uses, creative stories that you've seen where people have deployed this uh in maybe novel ways where you didn't even think, oh, they they could use it in that particular way. Are there any interesting stories that you guys have shared?

Oh, there there are so many. I mean, especially especially when it comes to lemur, right? Um

yeah, there there really a lot. There there was one that I I watched personally where um

like a person was kind of pretending to be not responsive. Oh. Um, so the the operator of the drone actually kind of started nudging them and was able to get a response out of

them. Interesting.

So yeah, I mean weird weird things along those lines happened just constantly. We can fly this as well if you guys are are

Yeah, that sounds great. Let's fly.

All right,

so take off site there.

Yeah, here we go.

There's a Diet Coke that's going to get knocked. John, I'd move your Diet Coke.

Okay. I I think we're flying this one. Okay.

Uh, [clears throat] this is amazing. Yeah, I couldn't supply either, but yeah, I think the the indoor drone is maybe the right we got the camera view back here.

Oh, we got the camera view up here, too. Okay. Oh, wow. It's that in and everything. Okay.

Yeah, let's fly this around. This sounds great. What is happening? This thing would definitely get me to comply if it was flying.

This is crazy. Here we go.

So, we'll we'll show off a couple of functions.

Okay. Yeah, show us some stuff. You know, right now we're in a GPS denied environment because, you know, we won't be able to see any satellites through a metal roof like this.

Sure. Sure. Sure.

The drone is is utilizing its onboard cameras, running visual inertial adometry algorithms.

Yo yo,

in order to localize, and it's also using some onboard LAR to do the same.

Yeah.

Uh the aircraft is streaming back 4K video and thermal imaging information. Okay.

So, yeah, Demetri, you want to you want to maximize thermal really?

Oh, the thermal. Oh, wow. Those are all our thermal signatures.

This is very cool.

There we go.

Wow.

And those sensors are mounted on a payload that can [music] rotate a full 180° so it can look straight up and also straight down, which is pretty operationally useful.

We also have some lights that are [music] built into our camera pods. Demetri, you want to hit those.

So that's a light for [laughter] you. You can barely see the

Oh, you can strobe it, too.

And they both have strobe functions.

Okay. Yeah. Yeah. Yeah. So, uh, that's that's all.

Wow, that's fantastic.

You can see that kind of articul.

Oh, yeah. It goes up and down. There you go.

Great.

Uh, Demetri, you want to land it and then I can give it a quick call?

Yeah,

that's amazing.

Give Give it a quick call.

Yeah,

it really it really is like a creature. The way the way the way

it has it has some some gusto to it. It's good.

So, the Airframe has a cell phone number.

Wait, really? Oh, so you can just call from an actual phoneraight. Okay. Don't Don't dox that phone number. You're going to be ringing off the hook.

One two one one two.

Wow.

Yeah. This is how you know Austin negotiations are happening around the country.

Just call the drone. That's so simple. I mean, yeah, it was probably just

It was It was the right solution.

Yeah. Just work off the default rails. That's amazing.

How on earth did hostage negotiations you if you want to turn it off and then

There's one more thing I'll [clears throat] show off quickly which is true.

So, it's a very durable drone. Yeah,

if it ever does crash and lands on it back, it can self-right. So, you'll see that

it can selfright.

Oh, there you go. Wow. Turtle mode.

Yeah, that makes sense. That's very cool. Okay,

that is very cool.

Yeah, thank you.

How u question,

how did what were the actual logistics of a hostage negotiation historically?

Wasn't a lot of megapones just screaming?

Yeah, you're yelling, but then they're trying to yell back, but they're in a house and they're trying to not be visible. I can imagine it's hard to hear, makes the negotiation,

they say, a lot harder.

I mean, that that absolutely happened. Uh, a lot of instances of SWAT teams just having to make entry into structures where they didn't know what was waiting for them on the other side of the door, you know, also also occurred. And that's not good for anyone. I mean, that's incredibly dangerous for police officers. It's dangerous for the suspects. It's dangerous for civilians. It might just be like generally in the area. So, I mean, our thought with Lemur is why do that at all when you can send in a little drone to clear all the rooms, find suspects, you know, enable negotiation. Hopefully, that just resolves the situation. But even if it doesn't, at least now first responders know, you know, what's waiting for them and they can put together a plan that takes all that data into account.

Yeah. Yeah. What are the economics of the first responder units that you work with? Are they uh are they wary about capex? Do they want more of subscription product with services and uh and they get regular updates? Do they just want to pay one time and then you get out of their hair or what what's what's the correct business model for this?

Yeah, I mean in general nowadays we're selling full-blown drone programs

programs.

So that that might include some number of indoor drones, some number of standalone outdoor drones, and also

you know jurisdictionwide 91 response drone coverage. Uh, in year one, we deliver all of our current state-of-the-art hardware. So, an agency would get like Responder 1. Then at year 2.5 of a contract, we automatically upgrade them to Responder 2. Same thing happens at year five. If a drone ever gets damaged or destroyed over the course of those 5 years, we'll repair or replace it. We include data storage. We include unlimited software licenses for pilots and viewers. We include regulatory assistance with the FAA. Everything they need to run their full drone program.

Yeah. uh how have you been processing the advancements in AI over the last couple of years like what's been useful like we have better video models we can understand images at the same time like

you know the the the baseline is like a megaphone so this is a huge upgrade and uh and you might not be able to do ondevice inference there I don't know if there's an H200 in there or something like that right uh so yeah where where's AI being helpful where's it being useful where has it been okay wait and see

so our drones won't even take off without utilizing some of those techniques.

Um, you know, when you have a strong GPS signal, you can mostly rely on that for localization, especially if your aircraft has, you know, a GPS RTK system. But GPS isn't always perfect, like when we're flying around in this structure, right? Or if we're flying near a big building or under a tree, you do need like redundant localization systems. Um what we've implemented to solve that problem is a vision system that you know relies on those sorts of techniques in order to pick out tracking points and you know to to calculate relative velocity. So it's really, you know, pretty fundamentally baked into our product at that level and at higher levels that, you know, touch end user

app. Yeah. Because I mean, one of the most obvious use cases just break a window, go into that building, find a person, and then I want to talk to them on the phone and that's [clears throat] and that's it. And and and maybe I can't get the video feed out because the connectivity is difficult, but if we can at least maintain a phone line, Yeah. we can have a conversation and uh progress can be made. Hopefully people can be saved.

Yep. For sure.

Fantastic. any predictions on how drones will be applied uh in wildfires and just firefighting broadly? Is that something you guys touch yet? Would you ever touch it? How are you thinking about that kind of

Yeah, I'm I'm absolutely thinking about that space pretty seriously. Um

drones drones can add value in a number of different ways. Uh first of all, they can help out with wildfire detection very early on. You know, it's it's possible to put a drone recharging pod in an area that has a high wildfire risk and then just have it fly around. There be like solar panels powered. Yeah, you think totally 100%. And and likely, you know, a Starlink in back hall for for connectivity.

Okay.

Um

yeah, some of the footage that came out of the LA wildfires was so bad. Like you would I would see some of these cameras and it looked like a it was a camera that was a potato.

No, we only got drone footage days later.

And you'd be like And yeah, and it would be like, okay, there's a tiny speck of smoke here. And it's like how how is that like the best that we have when it causes tens of billions of dollars of damage?

For sure. Drones can also be used for logistics, you know, moving around chainsaws and that kind of stuff in areas that, you know, are are just difficult to traverse with conventional vehicles. And I think in the future, drone swarms will be used to actively fight forest fires.

Yeah. just drop a ton of material all over the place on or even I think uh when even even for like ember detection and like putting out like cuz obviously when some of these wildfires start

they're they're uh the the actual fires happening here embers are floating kind of randomly with the wind and then there's a moment where like if you just had like effectively a fire extinguisher that could for a second just like hit a certain spot you could stop like a bunch of structural loss back to this guy. Uh what what what's the decision to have the white posts come up on the back rotors and then go down on the on the front rotors?

Yes. So, um those cans on the back of the drone are actually are GPS RTK antennas.

Oh, interesting. The motor is actually just here. Yes. Okay. These are antennas.

100%. And they need a field of view of the sky in order to see. Yeah. Yeah. 100%. Interesting. So yeah, those two things are antennas. Um, we've embedded antennas on the front two motor pods as well for a mesh networking radio. And then you see those two little wings coming off like the Yeah. Yeah. Those those are actually our uh LT antennas.

Very cool.

And it's it's generally good practice to separate antennas on drones as much as humanly possible to avoid cross talk. And that's why we engineered this configuration.

Well, congratulations on all the success and uh

amazing update. This has been the most wild uh inerson interview ever

we've ever done. Let's glass break next time.

Yes. Yes, we should. We will definitely get some smash it.

That is by far the coolest demo. I

bet. I bet.

Fantastic. Well, thank you so much for coming on the show.

Congratulations on the progress and we will talk to you soon.

Um while he's walking off, let me tell you about Phantom Cash. fund your wallet without exchanges or middlemen and spend with the Phantom Card. And I'm also going to tell you about Gemini 3 Pro. It's Google's most intelligent model yet. State-of-the-art reasoning, next level vibe coding, and they got deep multimodal understanding over there. Jordy, is there anything else in the timeline that you think we should get to? The one thing that I have is that uh we have some breaking news that uh Doug Olaflin over at semi analysis has severe LLM psychosis.

He's been oneshotted. He uses claude everywhere and uh anywhere and everywhere including a client happy hour at 6:50 in New York City. Uh and uh and Doug says, "Absolutely. You've met me at a very Claude code time in my life." Uh, I listened to him uh on China Talk or on uh uh sorry uh on a podcast with Dylan Patel and Jordan Schneider from China Talk um Transistor Radio. And uh he was uh obsessed with using Cloud Code to organize his notes, write markdown files, orchestrate his entire life. He says everything is a skill issue. AGI has been achieved and he's very excited to be uh using Agentic coding agents everywhere and always.

Last thing we need to cover is the PBR 99 pack.

What

that has been released.

They launched this during dry January. What a wild move.

Zigg when they zag. The new 99 pack wraps 99 PBRs in a gigantic allnew original illustration featuring characters from the Godzilla universe. I mean, this collab put on like put above your fireplace, right? I'm sure

uh I'm sure all the wives out there will love with and the husband comes home with the 99 pack and puts it, you know, 99 bottles of beer on the wall. 99 bottles of beer. You take one down, pass it around. 98 bottles of beer on the wall.

They did it. Um, and they, yeah, they did it. Uh, they did the meme. But, uh, yeah, congrats to the team at PBR over there. They're doing stuff. They're innovating. Well, that's our show today, folks. The bomb has been planted. Leave us five on Apple Podcast and Spotify. Subscribe to our newsletter.

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at tbn.com.

We got a fun day tomorrow. We have our friends from Sequoia popping on. Got the founder of Athletic Brewing.

Oh, yeah. We have some athletic brewing over there in the refrigerator.

And of course, we'll have the mansion section.

The mansion section tomorrow.

Thank you so much for tuning in.

Have a wonderful great rest of your day.

We'll see you very soon.

Goodbye. is win.