Siri AI, Fable 5 Launch, Rivian CEO Joins | RJ Scaringe, Chris Miller, Evan Beard, Nick Fleisher, Chris Matarese, Alex Heath, Rob Schroder Jr.

**Jordi Hays** (0:00)
You're watching TBPN.

**John Coogan** (0:02)
Today is Tuesday, June 9th, 2026 And we are live from the TBPN Altadome. The Temple of Technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com. Time is money, save both. Easy use corporate cards, bill pay, accounting, and a whole lot more, all in one place.
We have a special guest today, RJ from Rivian is coming on. It's the launch of the R2 today. It's also just WWDC. It's also anthropic launched Mythos or Fable.
Fable is the main consumer model, but Mythos, there's some details about that as well. More for cyber security.

**Jordi Hays** (0:37)
China is waking up.

**John Coogan** (0:38)
China is waking up right on schedule.

**Jordi Hays** (0:40)
They have a new $295 billion infrastructure fund of sorts that they're working on.

**John Coogan** (0:47)
That feels very competitive. Yes, we have Chris Miller joining today.
That feels like right in scope with the capital that's been deployed into the big labs. Maybe if you total up NVIDIA and Google and Microsoft, you get a bigger number.

**Jordi Hays** (1:01)
You got to count the hyperscaler capex.

**John Coogan** (1:03)
But it's certainly in the game. It's not France, right?
It's a big number and it's definitely competing.

**Jordi Hays** (1:11)
Not France. Yeah.

**John Coogan** (1:13)
It's serious money, so we're going to dive into that. Tim Cook took his last bow at Apple's showcase event. This is history on the front page of the Wall Street Journal.
Yeah, he needs a 21-gun salute, a 21-air pod salute where you throw him into the wall.

**Jordi Hays** (1:28)
Or a 21-point nuke.

**John Coogan** (1:30)
21-point nuke. I don't think so. I think the stock is going to do great.
So this is actually fascinating. So the focus of Tim Cook's last WWC was Siri, and reviews are good. They launched a bunch of new features. I think people are going to be very satisfied with it and all the decisions that they made. Did you know Tim Cook's first WWDC was when they announced Siri the first time? 2011 So we can play this clip from the first Apple Siri announcement, listen to what they actually say, how they talk about Siri, and then look at where we are today just 15 years later.

**SPEAKER_3** (2:10)
That you're going to be able to talk to technology and it'll do things for us. And we've seen this before over and over, but it never comes true. We have very limited capability. Just learn a syntax, call a name, dial a number, play a song. It is such a letdown.
What we really want to do is just talk to our device, ask a simple question. What's the weather going to be like today? And get a response. In fact, we don't want to be told how to talk to it. We want to talk to it any way we'd like. Someone else might ask, will it rain in Cupertino? Or is the weather going to get worse today? Or do I need an umbrella today? And your device, in this case your phone, will figure out what you mean and help you get what you want done.
That's a feature of the iPhone 4S we call Siri. Siri is your intelligent assistant that helps you get things done just by asking.

**John Coogan** (3:11)
Pretty crazy. Called it.

**SPEAKER_3** (3:13)
What happened?

**John Coogan** (3:13)
But it just took 15 years for the technology to actually catch up. And so I think they launched a functionality. When Siri launched, it was the best voice assistant. It was a great experience. You did have to go to Syntax.

**Jordi Hays** (3:26)
I mean, it took 15 years for their technology to catch up.

**John Coogan** (3:30)
Yes, but it took 13 years or 12 years for the technology industry to catch up. And so they're only 10% behind if you look at it that way. Like, it's been a 15 year project from that announcement. It's been 12 years for the leading labs to get there. And so they're three years behind. Feels like an eternity in AI world, but it's really only 10% slower, and they wanted to do it their way, and they got there. It is very interesting to me that they're calling it Siri AI, because Siri, the whole pitch was AI, and like Siri, the name Siri comes from SRI International, which was the Stanford Research Institute, and it's from SRI International Artificial Intelligence Center. Like these were Stanford AI researchers who started this company in like 2008 or something like that, and grew it, and then eventually sold it to Apple as Siri Inc. Acquired October, initially released October 4th, 2011, 14 years ago, maybe 15 years ago, they meant, or I guess 14, it's gonna be the 15 year anniversary in a couple months. But do you know what happened the day after October 4th, 2011, the Let's Talk iPhone WWDC, where they announced Siri?