Eric and Neil open with Tesla's Roadster flying car, which they treat as a marketing stunt that keeps Tesla in the conversation. The AI fluency gap follows, with Karpathy's funnel, where most people barely touch an LLM, and agents that still misfire. Next is X Money and the newsletter debate, then a blog post test that a client took for human writing. The back half covers the rule of 28, Meta's 200-person AI team inside a 70,000 staff company, and why YouTube leads are hard to attribute. The show ends on Accenture's $29 monthly AI cap, Ramp's AI spend index and Bending Spoons' cuts at Evernote. Attention, trust and spend with a reason. Key takeaways ◾Accenture's $29 AI cap is smart, but proven high spenders should get exceptions ◾Meta built a 200-person AI team out of 70,000 staff, which Zuckerberg calls talent density ◾Tesla's flying Roadster is a stunt, and agents still need a human check Chapters 00:00 Tesla's flying car stunt 04:56 Is the Roadster $50,000 or $250,000? 09:48 Why Porsche lost its edge 12:22 Agents, not models 13:58 Agents still unreliable in marketing 17:19 Karpathy's AI-gap funnel 20:00 Agent slop and the cost of rework 21:00 Workflows as a service 22:08 X Money: 6% interest 26:34 The AI blog post test 32:08 Potato, SpaceX and GrokBot 32:41 Writing is thinking 36:34 Which channels are S-tier 37:55 Are newsletters dead? 41:24 Rule of 7 is now the rule of 28 45:17 YouTube drives leads you cannot attribute 47:47 Meta's 200-person AI team, talent over size 49:00 Neil's private equity mindset 52:08 Neil's debt: SOFR plus 2% 55:41 Failures: rockets, timelines and the metaverse 56:42 Accenture caps AI spend at $29 a month 1:00:14 Ramp's AI spend index: median is $11 1:02:09 Neil downgrades his ChatGPT plan 1:03:03 A 45-minute AI session that is worth it 1:04:49 Two-slice teams, not two-pizza teams 1:09:02 Bending Spoons: a private equity model 1:11:47 Evernote: 433 staff at peak, about 30 now Growth Newsletter: https://levelingup.beehiiv.com/subscribe Need marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/
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