BUILT 2 SCALE | RECEIPTS OR REGRETS | End of Year SpecialWelcome to our brand new segment: Receipts or Regrets. A receipt is something you keep because you're proud of the call. A regret? Well, that's obvious.Matty and Scotty look back at 32 episodes of bold predictions, hot takes, and occasionally terrible life choices. With help from ChatGPT o1 (the only model that could handle all 32 transcripts), here are the calls that aged like fine wine and the ones that aged like milk.Let's dive in.Robots in the Home by 2025: Slop ReceiptScotty called it early: robots in homes by 2025. The Chinese came through with $20K humanoids you can actually buy. Tesla and Figure didn't deliver, but the ball went in. Wrong pocket, but still counts. Slop receipt kept.Make Every Australian a Millionaire: EscalateAustralia has $20 trillion in raw materials needed for AI infrastructure. Scotty proposed inviting global companies to build data centers here in exchange for giving Aussies a million dollars each plus free compute for life. The government? Still no AI strategy. No AI czar. Nothing. This isn't a receipt or regret. It's escalate and shout from the rooftops.AI in the Avocado: Big ReceiptGuzman y Gomez IPO'd at $45 per share with a $5 million valuation per store. Scotty said there must be "AI in the avocado" for that multiple to work. Today? Stock down 55% to $20. Lacks AI in the avocado confirmed. Receipt kept.Talking to Anna from Sesame AI in Bed: RegretMatty got caught talking to an AI voice assistant under the sheets. His wife walked in. "Who are you talking to?" "It's a bot!" didn't help. New rule: no bots in the bedroom.Steve Irwin Tech Talk in Dallas: Big RegretScotty invoked Steve Irwin while doing a tech talk in Dallas to lean into his Australian accent. Tough crowd. Too soon. Too much of a stretch. As a now embedded Austin local, even more cringey. Won't be doing that again.Qantas: Split DecisionScotty called out Qantas for no Wi-Fi on international flights in 2025 when Starlink exists. Regret. Matty? Qantas fanboy. Status points, flexi tickets, business class upgrades for $3K. He's keeping the receipt. Built 2 Scale will be taking separate flights.Brett Adcock 200x Apple: RegretBrett said Figure AI would be worth $800 trillion (200x Apple). Three years in, no product, lots of parties. Figure AI revenue? Near zero. Apple's revenue? $416 billion. Scotty's calling regret until Brett hires those two HR managers.Limitless Pendant Meets Zuck: RegretMatty bought the Limitless AI pendant. One year late, terrible battery, no Find My feature. Then got an email changing privacy terms. One hour later? Meta acquired them. Now Zuck has all his data, including the time he argued with his dog Hank and the AI thought Hank was a difficult coworker. Regret.Dual Carriageway: Apple and Google Ecosystems: RegretMatty self proclaimed he'd run dual ecosystems. Two laptops, two phones, two lives. Result? Paid $300/month for Google Ultra with no features and watched the Android Gemini phone camera take 10 seconds to open. Converted to Mac. Everyone not on Mac is wrong. Receipt on Mac, regret on Google.Peak Waymo vs. Tesla: ReceiptBoth called Tesla's long game over Waymo's robo taxi approach. Elon can produce a robo taxi for a tenth of the price. Economics win. Waymo might retrofit other OEMs with their tech, which is smart B2B play for the lefties and Euros who won't touch Tesla. But best product wins. Receipt.First Year ARR is Nonsense: Big ReceiptThe bubble frothiness of first year ARR announcements was too much. Monthly subscriptions reported as annual recurring revenue

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