Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss | TBPN

The hosts dissect the political and economic implications of AI development, focusing on data centers' impact on power prices and Microsoft's response to political pressure. They analyze Trump's Truth Social posts regarding AI data centers and Microsoft's negotiations to mitigate the political backlash against increasing power prices. The conversation explores the bipartisan opposition to AI, driven by concerns over rising power bills and the lack of direct benefits for local communities. They also speculate on OpenAI's upcoming Super Bowl ad, anticipating a shift towards practical applications of AI for everyday users. Additional topics include the potential IPOs of SpaceX, OpenAI, and Anthropic, and the bankruptcy of Saks Fifth Avenue. The hosts also interview Brian Chesky, CEO of Airbnb, about the company's AI design strategy.

Outlines

Part 1: AI Infrastructure and Political Backlash

Part 2: Corporate Moves and Consumer AI Trends

Part 3: Market Shifts and Cultural Stagnation

Part 4: Profile: The Rise of David Ellison

Part 5: Guest Spotlight: Brian Chesky on Design and AI

Part 6: Space Economy and AetherFlex

Part 7: Future of Mobility and Social Markets

Part 8: Customer Insights and Salesforce Strategy

Part 9: Tech Tidbits and Closing Thoughts

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Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss

TBPN

Part 1: AI Infrastructure and Political Backlash

00:00Truth Social Ads, Patriot Economy ETFs, and the Looming AI Power Crisis

Truth Social Ads, Patriot Economy ETFs, and the Looming AI Power Crisis

05:54AI Backlash: Addressing GPT Psychosis, Data Center Opposition, and Bipartisan Concerns

AI Backlash: Addressing GPT Psychosis, Data Center Opposition, and Bipartisan Concerns

12:52Microsoft's Proactive Approach to AI Data Center Power Consumption and Political Pressure

Microsoft's Proactive Approach to AI Data Center Power Consumption and Political Pressure

19:51Data Center Subsidies, Energy Market Realities, and Farmland Acquisition by Tech Companies

Data Center Subsidies, Energy Market Realities, and Farmland Acquisition by Tech Companies

Part 2: Corporate Moves and Consumer AI Trends

24:54JP Morgan's Apple Card Deal, Shopify's AI Agents, and LabelBox for Frontier AI

JP Morgan's Apple Card Deal, Shopify's AI Agents, and LabelBox for Frontier AI

30:37OpenAI's Super Bowl Ad Strategy: From High Technology to Practical Applications

OpenAI's Super Bowl Ad Strategy: From High Technology to Practical Applications

37:37Consumer App Downloads, ChatGPT's Image Tab, and Anthropic's Enterprise Focus

Consumer App Downloads, ChatGPT's Image Tab, and Anthropic's Enterprise Focus

45:21Gemini's Personal Intelligence, Data Privacy, and the Future of LLM Personalization

Gemini's Personal Intelligence, Data Privacy, and the Future of LLM Personalization

Part 3: Market Shifts and Cultural Stagnation

51:06Mega IPOs, Saks Bankruptcy, and the End of an Era for Luxury Department Stores

Mega IPOs, Saks Bankruptcy, and the End of an Era for Luxury Department Stores

57:56Candy Innovation, Nerds Gummy Clusters, and the Stagnation Theory in the Candy Industry

Candy Innovation, Nerds Gummy Clusters, and the Stagnation Theory in the Candy Industry

Part 4: Profile: The Rise of David Ellison

1:08:11David Ellison, Flyboys, and the Sun King of Hollywood: A Vulture Profile

David Ellison, Flyboys, and the Sun King of Hollywood: A Vulture Profile

1:17:11Larry Ellison's Hardcore Parenting, David's Early Career, and the Pursuit of Paramount

Larry Ellison's Hardcore Parenting, David's Early Career, and the Pursuit of Paramount

1:27:30David Ellison's Hollywood Education, the Importance of Respecting Money, and Terminator 2

David Ellison's Hollywood Education, the Importance of Respecting Money, and Terminator 2

Part 5: Guest Spotlight: Brian Chesky on Design and AI

1:30:02Brian Chesky on AI, Design, and the Future of Consumer Applications

Brian Chesky on AI, Design, and the Future of Consumer Applications

1:35:34Brian Chesky's Advice for Consumer AI Founders and Airbnb's Proactive Approach to Travel

Brian Chesky's Advice for Consumer AI Founders and Airbnb's Proactive Approach to Travel

1:41:38Brian Chesky on AI Imagery, Authentication, and the Future of Airbnb Integrations

Brian Chesky on AI Imagery, Authentication, and the Future of Airbnb Integrations

1:47:24Brian Chesky's AI Strategy for Apple and the Importance of Changing Daily Life

Brian Chesky's AI Strategy for Apple and the Importance of Changing Daily Life

Part 6: Space Economy and AetherFlex

1:52:57David Ellison's Vulture Profile, Matthew McConaughey's AI Trademark, and OpenAI's Cerebrus Deal

David Ellison's Vulture Profile, Matthew McConaughey's AI Trademark, and OpenAI's Cerebrus Deal

2:00:01Baiju Bhatt on AetherFlex, Space-Based Power Grids, and the Commercialization of Space

Baiju Bhatt on AetherFlex, Space-Based Power Grids, and the Commercialization of Space

2:04:50AetherFlex's Strategy: Power Beaming, Galactic Brains, and the Economics of Space

AetherFlex's Strategy: Power Beaming, Galactic Brains, and the Economics of Space

2:11:31AetherFlex's Demonstration Plans, Space Junk Concerns, and the Inevitability of Space Commercialization

AetherFlex's Demonstration Plans, Space Junk Concerns, and the Inevitability of Space Commercialization

2:17:29AetherFlex vs. Robinhood, the Challenges of Starting a Hardware Company, and Space Data Centers

AetherFlex vs. Robinhood, the Challenges of Starting a Hardware Company, and Space Data Centers

Part 7: Future of Mobility and Social Markets

2:23:37Manual Transmissions, Supercars, and the Future of Driving

Manual Transmissions, Supercars, and the Future of Driving

2:30:30The End of the Road for Manual Transmissions and the Future of Driving

The End of the Road for Manual Transmissions and the Future of Driving

2:37:07Gabe from Noise: Trading Relevance, Social Data, and the Power of Markets

Gabe from Noise: Trading Relevance, Social Data, and the Power of Markets

2:42:23Gaming the System, Niche Trends, and Paradigm's Investment in Noise

Gaming the System, Niche Trends, and Paradigm's Investment in Noise

Part 8: Customer Insights and Salesforce Strategy

2:47:06Alfred from ListenLabs: AI-Powered Customer Insights and the Power of Emotional Feedback

Alfred from ListenLabs: AI-Powered Customer Insights and the Power of Emotional Feedback

2:53:36From BeFake to ListenLabs: The Evolution of a Consumer App and the Importance of Being Early

From BeFake to ListenLabs: The Evolution of a Consumer App and the Importance of Being Early

3:00:01Marc Benioff on Slackbot, Context Engineering, and the Power of Data

Marc Benioff on Slackbot, Context Engineering, and the Power of Data

3:07:04AI Safety, Section 230, and the Dark Side of Unregulated Technology

AI Safety, Section 230, and the Dark Side of Unregulated Technology

3:17:20AgentForce, Employment Planning, and the Power of Organic and Inorganic Innovation

AgentForce, Employment Planning, and the Power of Organic and Inorganic Innovation

3:23:34M&A Masterclass, Core Values, and the Dream of a $100 Billion Company

M&A Masterclass, Core Values, and the Dream of a $100 Billion Company

Part 9: Tech Tidbits and Closing Thoughts

3:32:41Andrej Karpathy's Following Spree, Tesla's FSD Subscription, and AI-Generated PR Pitches

Andrej Karpathy's Following Spree, Tesla's FSD Subscription, and AI-Generated PR Pitches