Ethereum Request for Startups

Devcon 8 · 4 Nov 2026 · 33:50

Saumya Saxena, Base global builders lead, Binji of ETHLabs, MetaMask developer relations lead Francesco Andreoli and Viraz Malhotra of Copycat discuss which startups are worth building now that AI has cut the cost of building. The panelists point to onchain trading, financing and payments, tokenized real-world assets, privacy and stablecoin payment rails as areas with demand, and stress distribution, storytelling and consumer products over technology. They also argue for a global rather than local talent pool, and each names a favorite project and a request for startups.

Speakers

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From Devcon 8, hosted by Ethereum Foundation.

Transcript

[music] >> That's my favorite moderator by the way. >> All right, because it's kind of my idea like cool moderation. Maybe Benji you never respond to my text anyway, right? So like >> [laughter] >> No wonder yeah, classic. Uh but yeah, like so the idea for this is like we want to really you know, sit and think about what the next round of startups should look like, right? Because I think we are in a place where um like I I said said earlier and um now it's not like hard to build.

The barrier of to build has like almost gone gone to zero. You can like you can talk to your agent, you can ask it to build. Um but then what should we build, right? It's not about how to build, right? Um and then with that how does everything evolve? Um this is a little personal for me because um this year was particularly tough. Um So so so so I like when I first started off with like just uh exploring Ethereum and everything, right? There were these apps that I used to rely on.

Um Zapper, um you know, um POAP and so much more. And like you know, now I like you know, in 2026 uh you know, it's like RIP and >> [laughter] >> uh you know, like not sure like where what uh went wrong. So we we need we need to really think about um where we should what should the smartest people in the industry really spend their time on building. That's why I wanted to get, you know, your folks' perspectives on on what you see um as opportunities for builders. What do you Where do you see um you know, what kinds of things should people build, right?

Um and that's why like you know, this quite a diverse panel. Um uh um Pinji, you have you have you have been um you're you're known for being terminally online. Um but uh apart from that, you really diverse set of insights um both on the builders and you talk to so many builders um day in day out. And also with the new focus at Eat Labs um more on the application layer is what I understand. Correct me if I'm wrong there. Um uh Soumya, like also like >> [laughter] >> like from the trenches uh to like, you know, to being the global builder lead for Base. Um you know, quite an amazing

journey like and um you glad to see have a ringside view of it like, you know, not from uh too many blocks away in Indiranagar uh to you know, you know, on the global stage. So, you know, would want to touch upon that bit. Um Francesco also um I mean, Builder Nights are great entry since like since like forever, but like uh you're one of the most um well-known DevRels in the space. So, a lot of developers really look up to you um to to understand what they should reverse. And then, uh Viraz, um interestingly also got his start from a lot of hackathons. Uh I think some of them were like Which

which was your first hackathon? >> Eth India, uh uh Gitcoin at the time before COVID and yeah, Eth Global. >> Nice. Lovely. So, from there, he's he's really gone on to, you know, um uh winning uh so many hackathons uh to building products in the security space and much more, right? You're also uh part of Build Guild in in at some point of time. >> Yeah, yeah, yeah. >> So, um so yeah, I'm excited to kick this off. Um I hope the timer is accurate because I'm going to go by that. I know we're running a little late on time. Uh but like if we have that time, I can use all of it. Uh but like yeah, just let's make sure let's go down and we can have a good conversation. Um Um, but what do you see like, you know like

coming back to where we were at like with BG like how What what has your How have you felt this year? Like what what were insights as you saw this wave? Any any any And what are you optimistic about? >> Yeah, um, so I think it's been a hard period for sure this year cuz I think it's an adapting year. It's very obvious that AI is changing development. That's like a no-brainer. We hear the word AI all the time. But if we were to dig into that, in my opinion, the one thing that AI does is it converts intention to action very fast.

So your ability to go from zero to one is very fast. Um, what gets hard is now everyone else can also go to zero to one very fast. So now how do you go from one to 100? Um, and there's two factors here when you build I think that become very important. Previously, like you could just have an intention and build something and then you know get it out there and spend time distributing and see if it works. That's not enough anymore. You have to spend as much time training your intention or as people say to your taste of like what people want or what people might need. Um, and and then work with AI to kind of make that a reality. And then the one to 100 part is hard cuz it's like then it's like how can I find the first customers?

How do I actually build a moat for myself? What I've seen being successful with builders recently is almost cultivating a personality of being someone that is constantly building things. That just expands your distribution mode as when you do build this one thing that suddenly like catches fire, you can really run with it and you already have a distribution. Um, I think like being iterative, being fast, like sharpening your intention as much as you can and realizing that you can use AI as an accelerator into is really strong. Um, so I I think there's this like gap that's happened this year as we get used to AI-assisted development, but that should change over time.

And I think there's actually more potential on things to build now more than ever like Yeah um so turning intention action is the future. >> Yeah, the top-down. I mean one thing is I think it's clear founder chemistry is also changing a lot. I think this is nothing to do with web three, web two, right? It's how you build things, how the speed and acceleration. The other big part, I think Benji, you kind of like touch on is is distribution, right? So, founder chemistry changing, biz dev, or skills for distribution are definitely something that people are looking earlier.

But I also like I think this market has been especially like good in I say screening screening good founders or screening like PMF early. And if you really look around, I'm I'm it's very practical, right? It opened a lot the eyes of people. I mean, not just pull up, but a lot of good company. And I think like you also like did a call for reality, call of call of action, call it whatever you want, right? But I think if you look at PMF, right, trading obviously is something that is there. So, a lot of specialized startup building on top of like perps, prediction, um and really really a lot of like I would say copycat too, right? So, of

course you see yeah, you see people leveraging like developer tooling of those company. And the other big PMF is stable coin. So, you see bunch of like stable coin companies that trying to kind of partner up with like big payment processor or like merchant providers. So, I think like these are the two main focus that I think at least flourishing on a positive way. Obviously, I'm I am extremely lucky and we are in all in Def Con we're hearing about crops and I think it's something that we should really care about.

But in some way I think founder life is already easy when you go into like let's say PMF verticals, right? So, it's very difficult, right? So, I think my recommendation is always focus. And and again, I think the ability to adapt and ability to change fast or it or even like documenting things, seeing what is getting uh uh what is getting kind of like let's say I right? Some sort of like spaghetti on the wall. And I think like I super appreciated those type of founders that can pivot fast. They are not anchoring and they're coming also with new idea. And you can still build a specific company in a very specific vertical right?

I mean, now people are building like words around like, you know, purpose purpose company, right? And I feel that things are also moving into kind of more new option, kind of like rebuilding the entire financial system but much more you know, yeah, decentralized way or reutilizing the the tooling out there. So, yeah. So, things are moving fast, but I think like the the fundamental skills are are staying the same and and the founder especially like are are opening their eyes because every market is different. I think this market it kind of like kicked our face with like a back-to-reality business model.

And if you want to build innovation and there's no other way. You cannot cut corners. >> I'll just add your firstly like echoing both of those points. I'll go into specific things that I think people should think deeply about that we have seen PMF in. And we did a bunch of consumer earlier, but we realized that there's massive demand on just on-chain finance as a category and then you can break it down into aspects of trading, financing, payments. And these are the three large buckets. And again like on the trading side all sorts of assets. So, you can break those assets down into like predictions, into like tokenized equities, like all commodities, all sorts of assets are

coming on chain. And then there is a lot of merit in bringing even long-tail assets, privatized credit, life insurance, different like variations of financial assets that are first going to come on chain. And I think that is going to see like immediate PMF in the short term. And then there's also merit in cross-marrying these aspects. So, you can take like predictions and then you can use the financing component and think about, "Okay, how can I add a layer of earning and borrowing to it?" For example, right? I can take tokenized equities and I can think about, "Okay, how do I add a lending layer to it?" And then suddenly you've got like your tokenized asset earning yield and then it becomes a much more powerful asset.

So, I feel like there's lots of businesses to be built around these primitives that are coming on chain. So, for example, if somebody brought life insurance on chain, then there is merit in creating ways for that yield to circulate around, right? For that liquidity that is locked now to take on that duration risk elsewhere. So, I think I'm quite excited about what is going to happen in this specific vertical of trading, financing, and payments. And just like let's start with bringing finance on chain, get PMF here, and then expand outside because I think capital's the more capital is that circulates here, the more seriously you will be taken as an

industry. >> Yeah, I think I agree with more or less like with whatever all of the them have said, but I think it's all about like yeah whatever like the tools that we have now is a good amount of you know give you a lot of like power as a builder and obviously with the models, the frontier models, and everything is it's like you're in a flash mode, right? That you just need if you have a right mode friendly idea and you know the niche of the market, then you can easily build something, but it's more about spending more time in the ideology of you know the idea itself and like they mentioned the distribution strategy and how your GTM strategy looks like and things like that and rather than focus

more on the technical side of things because that can be I think any use case can be built pretty fast in that sense, but it's all about using the tools at your disposal to the best way. And also I think it's on the categories I think privacy I feel has been sort of emerged out out of this market. I feel this are obviously RWA side of things, especially with the institutional involvement and all. So, I think it's Yeah, I agree that it's more also about like focusing more on the distribution, the security side of things. And for maybe the development has taken a backseat in that sense. Yeah.

>> So, do you think Okay, this is a question, right? Like Viraj, you when did you get into like crypto or like this? >> Uh 2019 or >> So, did you did you get into this thinking that you'll build trading apps or what was your >> At that time, I think it was more about learning to basically know how things work internally and just be a sort of make yourself aware of the ecosystem, what are things happening, how finance works, and fintech is the most powerful use case. >> So, you were already interested in fintech or finance? >> Yeah, yeah, yeah. >> Makes sense.

I had this like interesting like things like I think last 2 years I I met some a few founders right? Um and they were quite disillusioned with everything, right? They were like, "Hey, this is not what I signed up for, you know?" And and a lot of it, interestingly, I saw this more disillusionment from folks who were you got into like the infra layer first, and they were like, "Okay, we thought it's about We thought it's about Basically, we thought it's about X, but the space is about Y, you know? We like, why are people building all of these things on the application layer, which we have no idea why, right?" So, do you think

that like right now the the DNA of founders entering in on the application layer has changed or should change? Yeah, I love this question. This is awesome. Because I I I've gone through the cycle of myself like um Funny enough, like I got into crypto by force cuz I couldn't my parents couldn't send me money from their home country to where I went to boarding school. Like there was no choice but to use crypto, um capital controls and things. So, it's like very like, "Oh, This is useful." And then, uh uh, didn't think much about it. Tried to trade trade, didn't trade well. Um, and then, in college, I took this class called like behavioral economics, and basically what it kind of showed me, what appealed me into this infra side specifically was,

um, you know, you I wanted to be like, "Okay, I want I think the world is unfair. I think we can make the world better." Um, and when you look at that problem, it's like, "Okay, the world runs on incentives. Money is the biggest incentive. If you can program money, you can change the world because you can change the incentives that money drives." And that was fascinating. I'm like, "Woah, like okay, like Ethereum, you can program money through Ethereum. That's fascinating. I can change incentives." And, you know, there was the whole DAO wave and all these things. And I thought that was very fascinating, like capital formation, even NFTs to a point, like people were able to program money. How cool is that? Like, "Wow, we can do this thing together." And then, you know, we entered this phase where like, "Okay, it's just a bit jaded.

Like, what do we do now?" Um, and I actually think in this world, like we're actually coming back to programmable money. Like, it doesn't feel like it right now, but, um, tokenization to me is a buzzword that we use a lot. Uh, but what it actually, in my head, what it means is like we're programming, we're making things programmable. What that means now is like every asset becomes programmable. Um, and I think history is a good way to think about this. Like, if we look at the history of the internet, what did the internet do? The internet made information programmable. In the past, information was only distributed through like a king or queen decreeing something and some guy in a square is like talking saying it. And then, it evolved into publishing houses where like people started publishing manuscripts and books and religious texts and, uh, you know,

later on newspapers and things. And maybe there were like a couple publishing houses that exist, and information was spread that way. The internet then came, and now anyone could create information. Like, the it went from just publishing houses to, um, you know, everyday people writing information. Social media became the new news, and all this is happening. And like, the world has become more democratized in information as a result. Um, and I think we're at the point where we're doing for value what the internet did for information. Where like the ability to create and push out value and push out like finance and and all these different user cases is um, coming on chain as a result of that more and more people can begin programming value.

And I think that's fascinating. I think that actually changes a lot of things like what I mentioned of all these things you can tokenize like what does that mean for everyday life? I think that's the question we're into next. So it's very like we're in the second generation of the internet exists information or in this case value has been tokenized, what comes next? And I hope we can like inspire a lot of builders that way. I think in particular one good thing with that AI is it's made other career choices feel scary. Like I have a lot of friends. I don't know if anyone in the audience is in consulting or banking. I'm sorry if you are. But I have a lot of friends in that world and they're scared. They're like man, like I might lose my job to AI.

And they're like okay, I want to what do I do next? And everyone tells me I have to be an entrepreneur. It's like what do I be an entrepreneur in next? Like I'm not a software guy. I'm not going to be AI entrepreneur. What can I be an entrepreneur in next? And then I think the answer for them is programmable money, programmable value. Like you as a ex-finance or ex-consultant or ex-like smart person from wherever, you can now build like programmable value Legos and like new experiences for finance itself that can open the amount of people who are able to invest or save and do do things with value in general. So I think it's like it's this shift that's happening.

I think it's actually a big reason to be bullish. Like we we have the opportunity program value the same way the internet allowed us to program information. And we saw what that did for information and then the world. And I think we're at a actually at a similar edge there. >> Um yeah. >> I will just quickly add because I think it's I feel like as an industry we've not done a great job at just telling the story right. Because people just think about crypto and get scared. And they associate with speculation and and there's a whole like this technology is beautiful man. And I think we've not communicated that well. So I feel like to to his point on like value I want to tell like a small story. So for example like I I used to work at a you know, banking company.

And we used to finance schools. Now that is a real business, right? That is like that leads to real people uh getting their kids to school. That leads to people in villages getting access to schools. And we're financing all of that right? To be able to finance that on the school's books is not possible. So we built that business model and but the cost of capital was really high, right? Like it's like 12 13%. So if for us to build a business, you need to lend at 24 to 30%, which is insane. Now it doesn't sound like much. It just sounds like numbers. But what it actually means is the school transfers this cost to the parent.

Right? Which means now some Swiggy driver or Zomato driver in India is paying 5,000 bucks more for his kids' fees. All because you have an inefficient financial system. Now if you are able to bring all of that capital on chain and this asset on chain, this private credit on chain, you can enable financing from other parts of the world where there's like lower cost of capital. So suddenly you can finance this better and because you can finance this better, you can move credit faster in cycles and that leads to more schools and that leads to several thousand businesses, right? So I feel like we got to be telling the story in a much sharper way on on the impact. 100% right. On that

point like I I I quite like the old Coinbase ads. You know, like I think there's one guy there's a cowboy. He's like you know, he goes and he's like you know, you're promised this this world but like you know, you know, you should come on chain now. But that that that ad was very beautiful. I hope I hope like you know, those those those ads those I see more of those ads. They they really spoke a lot to me personally. >> Question. Why do you think is the reason, you know, that these stories are not being like evangelized? This is an open question, right?

Because I I have an old take, right? And the old take is that we've been selling technology and we're not selling a product, you know? I How how many founders do we have in the room? You You know, there is for example like, you know, all our not just in the past decade, but we've been selling a lot of like technology, right? And if you look at the consumer products, you know, like it's our responsibility to build products that are leveraging and being accelerated by a technology, but consumer are getting the product. I give you an example like, you know, we have MetaMask as a wallet, you know, and then you have like products like SuperRare take that got super crazy like out there in 1 day and a half, got viral. And that's obviously distribution, the power of like uh

general Twitter and people that push out product. But the reason why people are getting in, and this is like storytelling, right? Is that we should start kind of like selling not not even selling, we should start building product based on the technology. And right now we are selling technology. And I think this is the big part here. Like distribution is not coming and people are accustomed to right now very straightforward like usability journey, right? They're coming from neo banking. Everybody's expecting like a front ends to consume, right? And it is not just about it's not just about retails, right? Please don't die, man.

>> [laughter] >> It's not it's not So, it's it's about actually like creating these experiences and having actually consumer that get your product, right? So, yeah. >> Yeah, I I think what's what's really interesting we've been building technology for technologists. We've been building DeFi for DeFi people who are already in DeFi. But like the way we should be building it isn't and talking about it shouldn't be like, "Come here for 4% APY." That doesn't mean much to 99% of the world. What could mean more to 99% of the world is, "Come here so your money that you earned that you spent your blood, sweat, and tears making can be saved, you know, can be safe of inflation and can continue kind of like earning yield." Like that matters more

as a story than being like, "Here's 5% extra." Um and I think there's like almost a storytelling gap in the way this is communicated. Um on on the topic of your front ends, like that I agree 100%. I think the one good thing that we've done is we built this back end infrastructure. Like DeFi works. You can like these things work. Uh, but the front ends are lacking and I think with AI you can build more personalized front ends. Um, I think that it we're going to enter a future where that's going to be like hyper personalized front ends where a user will just have an idea or something that they're used to and an app will just generate that utilizes some back end. Um, it'll have their favorite color on it, favorite font, favorite whatever language that they want and be hyper hyper personalized. I think that could

be very bullish for crypto. Um, but yeah, 100% agree. I think like we're we're we've been talking to ourselves too much. Um, this could also be a problem that there's just like a lot of focus on just tokens itself. So like you keep the finite liquidity sloshing around the same like four or five tokens. So you follow whatever narrative's hot right now and you see a lot of teams pivoting to narratives because of that. Uh, but I think we're past that point as well now and like this is actually the best time to be in crypto cuz you're like this infrastructure works, it's battle tested, it's secure. Um, and now I can stand out and I don't have to play the token game. I don't have to play narrative game. I can just go and build something that people actually need and like turns out people want to save

money. And so there's there's actually use cases there. >> Uh, okay. Oh, sorry. I mean, just quickly I want I want to add like something. I feel like we're going to do a better job at storytelling now. Uh, like specially like for us at base for example, we I feel like we were just catering to technology people earlier, but now it's become so much easier to build that we're going to now start catering to business people and storytellers and marketers and people that want to build real businesses just because it's so much easier to build. So I feel like that crowd earlier was inaccessible because they thought this technology is just too complicated, too hard to understand, I can't build it.

Now I think if we've made it so much easier to build that we're going to start seeing specific businesses come out which are going to be like really interesting. >> Yeah, I just wanted to add. I think the other side of it is the security side of it as well where, you know, bad news travels a lot of time sales faster. Like I know a lot of people doing amazing things in the space, but when we see these hacks like as common people, when they see it and then they have this hesitance and the skepticism, right? That you know, that the bad things are happening in people in crypto and people are rugged and all. So, which is not true, of course, but then they just like feel that hesitant and then then they don't want to experiment further and then they, you know, look for other

industries where there's less risk or whatever. So, I think that's also a thing where we, for example, the offset offset side of things. I think this year's been a eye-opener if uh previous years weren't where you know, we have seen the code has been secured, but the other operational practices haven't. So, I think we also need to improve on that side of things as well. >> Um I'll I'll have to add one like really strong opinion. Um I think the one way we can attract the most builders and talent as like maximally possible is to ensure that we fight against being too local. We are a global community. Like I I think I see nowadays job postings in crypto all being in one part of one country in one city in one country. I think that's

actually something we should fight. I think the whole power of this industry is anyone anywhere, no matter where you went to university, no matter who you are can come and like deploy a contract on this chain, get uh come into a meritocratic society whether you're anonymous or not or however, become trusted and go and build a generational company, generational product. Like I think we have to really fight that cuz no other technology has that. Like every other technology is like you're in AI, you have to be in San Francisco. You have to do this, you have to do that or you have to build for people in SF. Like crypto's superpower is that it's global and literally anyone with the internet connection can go and change the world.

Um and I think as we continue driving that narrative home as well, it'll be great for startups and talent. >> Yeah. Um I same agree on on that. Like the reason is uh technology is broad, but consumer appetite and consumer behavior is changing and very localized, right? Like one things I learned uh especially these markets is that you need to put always extra effort to actually meet the user where they are and doing the assumption that you will have user adopting a technology because it's generalized is also something that is not happening like that, right? So, you still need to have like this type of like localization. And also one point that we always assume is that the users are

always kind of like the same, but the behavior every market change a lot. You know, people were always hating I'll give you an example like you know, swaps and bridge, right? I want to be in control of what I'm bridging. I want to be in control of what I'm swapping, right? I care about the minimum fee of all my swap, right? And then we see people say, "Oh, I really appreciate that the swap and bridge button are together." Oh, I even didn't know they bridge, you know? Like this market especially like we have new consumer types that search for like not just localized, but also like generalized all-in solution. But there is also a reason, right? I'm always asking what's the reason behind is that people are accustomed to neo-banking experience when you look at finance.

So, the actually the the right question that we should ask ourselves is that how much of this technology need to be exposed if we're building a product, right? If I give you another example like Flutterwave, one of the biggest company in Africa, they're building stablecoin payment rails. They're not even exposing stablecoin itself, right? You just do username interbanking, right? Um and I think it's very important. So, those are the two points that I'm just trying to contribute here. >> We're almost at time, but really quick for all four of you, I want one app that you or one team whose work you like right now. What's the hottest app or the team project you like? And one one sort of request for startup. One something that should exist out in the world

that's not that that's not there yet, or if it is, it's not in its final state, right? Yeah. >> I can go if I mean, so one I really like Axis Robotics and what they're doing with like It's called Axis Robotics. >> Okay. >> The company I'm based at building physical AI, which allows you to basically get information across the world with you know, people capturing data, and then solve LLM labs, right, and build different sort of like unique models based on the data captured, and reward people uh, for it. This is just impossible to do in in a non-decentralized setting.

Uh, so I feel like very specific use case, uh, very valuable in the world we live today. And so so shout out to them for the work they're doing. And I think a request for startups for me is like a problem I am personally excited about is a lot of lending that happens on chain is heavily collateralized, and I feel like there's a way to solve for credit, uh, built on your social reputation, and it's become going to become increasingly simpler, uh, to unlock under-collateralized lending just based on reputation. So I feel like that is something I would wish someone took up and built out there.

>> Um, I really quickly I actually really like the Yukon project. I think EigenLayer is pushing for it. It's it's basically open cryptography and like help more and more people come in and try to break cryptography. So it's like an open-source way to for anyone to use agents to contribute to his research. Uh, funny enough the executive director of the Ethereum Foundation, Basti was non-technical, was actually ranking number one in the leaderboard for something, and it kind of really shows that this is an era where even non-technical people can now literally help break math. Um, and that's really fascinating. So like things I coordinate around the community like that is impressive. Um, in terms of something I'd love to see, um, I think just democratizing investing and making it easier for people to invest is actually a noble pursuit. If your goal as a company is to increase the TAM of people

who can invest, that's actually a very noble goal as well. Uh, the reason I say this is if you bought every single iPhone from the first iPhone till now, and you also bought Apple you would have spent $17,000. If you bought Apple stock with the same amount every single time, you'd have $500,000. But the issue is most people who buy iPhones are not buying Apple stock because it's not easy for that. Uh, you know, finance just still feels gatekept for like the finance bro or the tech bro or something. Um, it shouldn't. It should be available for everybody. So, um, I think being able to build finance that revolutionize the way in which people can invest and increase the amount of people who can invest um, is actually really really useful. Um, You know, people think like markets are an answer to something. Markets are not. Markets

are question. Humans are the answer. Human behavior is the answer. And most humans know how to answer those questions. It's just their daily life. So, I'd love to see that. >> Yeah, I've I've loved what Uniswap team has done over the years. I think they started the DeFi movement. So, always I think my choice is probably a sort of a a very uh yeah, typical common choice. So, I'll go with them. And then I think something that I would like to see is something I think a collaboration between privacy and DeFi being more out there in common. So, yeah, I think that's something that I would love love to see more.

>> Oh, there are so many startups out there. They're really like I think like in terms of like privacy like Phoenix does a good job around fully homomorphic encryption. And they're trying to kind of also abstract the encryption models out there. So, I really like that's for request for startup. I think it's mostly I don't know. I wish like there would be more like you know, a bridge and connection with like general like AI ecosystem and web 2 ecosystem. I think if you just throw yourself and you go to some AI SF conference, you really open your eyes.

So, I encourage everyone to do it. So, my request for startup is building certification for actually like for all the like you know, general general like web 2 company to adopt, right? I think XPO2 has been a great like success in terms of innovation, but distribution like you know, like more than just like web 3 ecosystem is is not getting out there. So, we need more this type of like bridging and certification company. It could be as a company. It could be as a foundation. We just need to advocate more.

>> Perfect. And that's the time we have for today. Thanks everyone for joining us. And a special thank shout out to Viraj for joining us on his birthday. >> Happy birthday. >> Happy birthday, Viraj. >> Uh we're going to his his is stuck in traffic. Classic. Classic. But, uh, we're going to do that at like I think 6:00 p.m. when by by when I can guarantee that it'll be here. >> So much. Actually, we have like a small >> Oh. Oh, nice.

>> Let's do it. >> Here we go. >> Should we sing it? >> Happy birthday to you. >> Where do I >> Yeah. >> Probably there's no How do you say it? >> How do you say happy birthday to you? >> Happy birthday to you. >> Happy birthday to you. Happy >> Happy birthday to you. >> [applause] >> Man, I'm covered in juice.

>> It's so good. It's so good. >> [music] >> I really mean it. >> Oh, it's damn good. >> Really tasty. >> [music]