Skip to main content
Dave Lee

Dave Lee

DJ and music producer

Oct 27, 2026

Big Take

Big Take

The IPO

Oct 27 · 24m

9:45
Explain that.
9:46
Yeah.
9:46
So in the introduction to the S1, there's a passage in there talking about how they like to hire people.
9:51
And they describe it as the anti-sell.
9:53
And they bring in a candidate and they say, well, here's all the reasons why you shouldn't work here.
9:58
It's going to be... hard, there's risks, it might all fail.
10:02
And they say many candidates might leave at that point, but the ones that remain, they're the ones that we want to hire, the sort of anti-sale process.

9 MINS LATER

19:13
What would it mean if the IPO didn't meet expectations for the economy, for the stock market, for the AI companies that are reliant on Anthropic and for Anthropic itself?
1:30
For the benefit of those that are listening, can you talk us through the journey that took you from the UK all the way over to the other side of the pond?
1:38
Yeah, I feel like I benefited from some rather fortuitous timing along the way.
1:42
I started in with the BBC in London, classic sort of BBC journey.
1:46
You do casual shifts and then you become useful enough that people just assume you're there full time.
1:51
And then eventually they will make you full time after an uncomfortable length of just having no regular promise of income.
1:57
And then I joined, I was on the tech desk with Leo Kelly and was the editor.
2:01
And he more than anyone was the person I should probably Thank you most for being sat in New York now just because everything from the tech desk onwards just built towards covering tech for what I assume now is going to be the rest of my career.
5:28
And I know obviously you've been doing the job for three years now, but what was the adjustment like initially at the beginning going from reporting into, okay, I have a column?
19:01
What are you advising or suggesting to really keep thyroid hormones optimal?
19:07
Yeah.
19:07
So the first thing I would recommend for people is to look at your antibodies and to do an ultrasound if there's any presence of antibodies whatsoever.
19:15
The reason for that is that if you do have a degree of Hashimoto's and tissue damage to the thyroid, it is not going to be possible for you to be able to optimize it naturally.
19:28
And I think that it's very good to rule out the pathology before you go down the natural optimization route.
19:35
Otherwise, you're just wasting your time.
19:37
And the thing that's very useful is if you have any presence of ATPO or ATG antibodies that are above undetectable because they should be zero, maybe one or two for like a blip on the radar.

34 MINS LATER

53:51
Are you more likely to see guys have issues with estrogen Estrogen being too high or estrogen being too low?
5:38
So I was curious how that journey really started for you.
5:42
Yeah, so this is my book.
5:44
So I'm in my study at the moment.
5:45
So these are most of my books.
5:48
And they go up a little bit.
5:50
There's some in a cupboard there.
5:51
I've got some more above me.

54 MINS LATER

59:52
Drift away, but
10:50
how what your your belief in actual still typing and that writing is thinking all of those things could you go into that and explain your view on it and what the reaction has been
11:01
yeah i mean the reaction was was very interesting i knew it was going to be one of those um columns that people sort of have strong thoughts on um The sort of genesis of it was that there's an executive at Bloomberg where I work that has a newsletter, and he referenced a Wall Street Journal article talking about a whisper, which is a sort of voice to text to AI software, which is becoming very popular.
11:25
And the story in the journal was saying, you know, people in offices are just chatting away to their computers instead, and this is going to be a new way to get work done, and so forth, so forth.
11:33
And I didn't like that.
11:35
And I think the reason why is because it sort of circumvents a critical part of achieving any kind of work, which is using the writing process to think through what you're actually trying to say.
11:47
If you see writing that's clear and particularly if you see writing that's concise, it's a sign of someone who knows not just what they're talking about, but they've got their argument in the right order where they're coming from in a way that I don't think you get when you just simply sort of express it out loud.
12:03
And certainly you don't get if you don't rely on the AI to sort of pass what you're saying into some sort of sensible answer.

12 MINS LATER

24:14
Do we lose something if we lose that ability of rhetoric effectively? it sounds like you're less worried about outsourcing your thinking to although you are worried about that but like it's the act of moving from thinking to the end product that seems to be the bit that's the woolly area here
15:47
Have you seen any change in that at all? Not being seen as steroids? It's kind of both, right?
15:52
It's kind of like the under and over prescribed thing.
15:56
And I'm very much probably in like a very echo chamber niche of the population for this.
16:02
And I'm also very tuned out of a lot of social media and media in general.
16:09
But also maybe I'm just optimistic with the way that I look at it.
16:13
But I think it has to be seen by the average person less so as steroids because it's so much more mainstream.
16:24
But then the question is, now that more people are aware of it, even if it is a small percentage, the more people think it's steroids.

10 MINS LATER

26:35
Oh, 0.52. Well,
20:40
So how did this come about? How did you guys come about?
20:45
So interesting.
20:47
Yeah.
20:50
I started this project in about 2017.
20:53
17, I want to say I sent out with another guitar player, a buddy of mine.
20:56
And like, we started kind of auditioning drummers, trying to find people and kind of just organizing some riffs and like writing and whatnot, you know, we didn't have like a lot done.
21:07
I see a lot of bands now that like get everything prepped and then launch.
ChrisGUEST
25:34
the new
0:16
I love talking with health experts, thought leaders, influencers, and people who have insightful information to share with us about our health, our society, and our pursuit for success and prosperity.
0:31
Okay, everyone, welcome to, uh, part two of Gemini's top 10 questions that the internet asks about TRT.
0:41
If you missed the first episode, I went through question number one and two, which are, "What exactly is TRT, and do I need it?" Which is technically two questions, but Gemini said that was one question.
0:51
And number two was, "What are the primary benefits I can expect?" So if you would like to see the answer to the top two most frequently asked questions, please watch the previous video, and I will be picking up at question number three.
1:04
So as per the previous video, I am going to read the question and Gemini's response, and I will go through two or three questions, depending on how many I can get through in about 20 minutes.
1:15
So most importantly, the reason why I'm doing this is I would like to answer these questions as if I am answering them for the first time, because these are the important questions that people are wanting to know, and I know for a fact that everyone in the industry, including myself, can be a little bit guilty of answering questions for the thousandth time for the se- thousandth time.
1:41
And if it's someone's first time asking these questions, they need that answered for the first time.
speaker_7HOST
33:37
... that ends up winning for xAI and Elon Musk here?
33:40
Right.
33:40
I think if you're Elon Musk, you're looking at OpenAI and thinking there's a competitor that reduces, uh, Musk's own chances of capturing more of the AI market.
33:49
We know SpaceX is looking to go public very, very soon, um, and xAI, the AI company, is part of that.
33:56
Um, and what this case is doing, at the very, very least, i- is, is, is putting a, a cloud over OpenAI's own efforts to go public themselves, you know? As this is overhanging them, there's a chance, if it really goes against OpenAI, that they'll have to unwind their for-profit business and go back to the nonprofit structure that they originally set up in, which Elon Musk says he's seeking to create.
34:18
OpenAI, of course, say, you know, Elon Musk is being disingenuous.
34:21
He wants to be rich from AI as well.
speaker_7HOST
34:45
Dave Lee, what baggage? Just be a bit more specific.
26:17
Why is it the gamble in this age of AI?
26:20
Well, look, when you put Apple, uh, alongside the other big tech rigals- rivals, Google, Amazon, uh, Meta, their spending on the AI revolution, i- in Apple's case, is very, very small, m- m- magnitude smaller.
26:34
Um, and, you know, depending on how you look at it, either Tim Cook's been pretty restrained there, quite shrewd in saying, "You know what, maybe we don't have to invest so much in that just yet," or Apple's hopelessly behind, and when all these data centers start coming online, Apple's gonna be, uh, more vulnerable for it, particularly if some of these AI, uh, applications get put into phones that aren't the iPhone and other devices that aren't Apple.
26:56
I see it personally, uh, you know, the, the, the hiring, the, the promotion of John Turness, it's Apple saying, "Look, the thing we do best is hardware." And, y- you know, I think if you'd have asked analysts two years ago if, whether or not Apple had much AI by now, they'd have said that would've been a disaster.
27:11
But look, the iPhone's never been stronger.
27:13
When people use the latest AI tools, like vibe coding, they use a MacBook to do it.
27:18
Mac Minis were-
28:15
Yeah.
15:32
What does Disney actually get out of it?
15:34
Well, look, I was watching an interview with Bob Iger earlier, and it struck me that he's been in this game a long time, and I think he's actually got a very good deal.
15:41
I think he's gone to OpenAI and he said, your Sora app, which people are using, is only fun when you use, essentially, without deals, stolen material, IP from other companies, whether it's Disney or Nintendo or...
15:53
even the Premier League.
15:55
And I think Bob Ivey says, right, you need this.
15:57
You need consumer attention.
15:59
We know there's a lot of pressure from Google on open AI.
17:17
Are we then, after this year of exclusion, just going to see a whole myriad of deals being done? And what will Hollywood and creatives think about it?
28:45
They just, they just kind of like mailing it in.
28:48
Yeah.
28:48
TikTok it for dupes.
28:50
I find, I wrote a column months ago now, but it was, I saw one video and there's this guy and he hadn't even got out of bed.
28:56
Right.
28:56
And he said, oh, Apple's selling these air pod maxes for 300 bucks, but these ones are only 20.
29:02
And he was holding his hands.

41 MINS LATER

70:08
You were going to say something.
3:09
But what do you make of the promotional video? What do you make of the impact?
3:11
I mean, look, the video was incredible, wasn't it? The cafe they filmed it in belongs to Francis Ford Coppola.
3:17
And I was saying to a colleague, it's almost like he directed it himself, right? It was so grand.
3:22
Look, love Johnny Ive.
3:24
I think he's obviously incredibly gifted.
3:27
man, I think this is an incredibly difficult thing for even him to achieve because creating the kind of hardware, which their stated aim really is to topple the iPhone as the leading device of choice when it comes to interacting with computing, I think that's incredibly difficult.
3:43
And I think for all the experience and talent that Johnny Ive has and the team that he's assembled, which Sam Altman called, I think, the most gifted talented team ever assembled in history, which kind of gives you an idea of the hyperbole he's working with at the moment.
4:29
But to me, this seems like an acquihire because what OpenAI is getting is not just Johnny Ive, but a team of other former Apple designers and who are, according to the press release, remaining independents.
22:47
We become more deep-seek.
22:49
Absolutely, exactly like DeepSeek.
22:50
I mean, you remember when there was the market sell-off when DeepSeek made its arrival because everyone thought, wow, China knows how to do this more cheaply and with less computing power and so on.
23:02
But the American response and the response that we got from the likes of Satya Nadella at Microsoft was, don't worry because our differentiators, we can do this on a bigger scale with more computing power.
23:12
We can serve more people.
23:13
We can do more inferencing, the powering of AI once you've trained it.
23:17
Now, if all of that gets more expensive, which these tariffs seem set to do, then all of a sudden that advantage doesn't go away completely, but I think it becomes just harder to deploy and it could take longer to deploy as well.
23:51
And that is where the uncertainty impact comes, I think, at least.
34:24
So let's start to peel back maybe some of the most common misconceptions about testosterone or testosterone replacement or, you know, the whole kind of therapy out there.
34:34
Yeah, absolutely.
34:35
It was a really interesting speech to give because a bit of context for it was I didn't originally think Ali would ask me to do the keynote.
34:42
I was very, very humbled when she asked me to do that.
34:45
It was my second time speaking in front of people, so I didn't want to let her down.
34:50
and originally i planned just to give a full like basically a very medical very clinical you know trd speech and i i called my mom and i was like what does being a keynote mean and she goes i'm like is it kind of being like a headline band on a show and she's like no she's like it means that you have to cover everything in the whole conference and i was like Oh, okay.
35:12
So I'd laid out this speech and I had all these parts and I'm like, this isn't cohesive.

38 MINS LATER

73:18
But anyway, so again, melatonin, is it worthy to consider for the average person out there? What are the benefits? What are maybe some some side effects people should be wary of? And then let's talk dosages.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.