TBPN

GPT-5.4 Reviews, Oil Spikes, Anthropic's TGIF | Doug DeMuro, Vincenzo Landino, Max Hodak

Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN

Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack, Cameron McCord, Max Haot, Christian Howell

Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN

New Apple Products, Anthropic's Strategy, Why AI Costs Don’t Hurt Apple | Dean Ball, Scott Kupor & Jared Isaacman, Adam Bry, Matteo Franceschetti, Dillon Rolnick

Netflix’s Next Move, Zuck’s $170B Florida Mansion, the Billionaire Tax Push | Diet TBPN

Ellison's Media Empire, Ken Burns Joins, Cursor Mic Drop | Matthew Belloni, Gokul Rajaram, Nik Seetharaman, Raj Rajamani, James Everingham, Dr. Felix Ejeckam

Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN

Anthropic vs DoW, Ben Thompson Joins, Ellison Says The Biggest Number | James Beshara, John B. Quinn, Michael Grinich, Adam Simon, Matthias Wagner, Joan Rodriguez, Zach Yadegari, Andy Markoff

FULL INTERVIEW: Ben Thompson on Why Anthropic is Wrong

The tension between private AI development and national security imperatives centers on the evolving relationship between frontier labs like Anthropic and the U.S. government. While private companies often prioritize alignment with human values and resistance to domestic surveillance, they operate within a geopolitical...

Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN

NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal

The hosts analyze NVIDIA's earnings, noting its continued strength in supporting the U.S. economy despite a recent stock sell-off, and explore the potential shift from chip bottlenecks to energy bottlenecks. They discuss Jensen Huang's defense of SaaS companies against the "SaaSpocalypse" narrative, and examine Citadel...

Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN

Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe

The hosts analyze a range of topics including AI adoption rates, energy consumption by data centers, and the future of content creation. They dissect a research paper indicating that 80% of firms report AI having little impact on productivity, contrasting this with data from Stripe showing increased AI spending. The co...

Full Interview: Bill Gurley Thinks College Kills Creativity

Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN

Citrini Memo Reactions, Kim K Enters Energy Drinks, Jane Street Sued | Patrick & John Collison, Bill Gurley, James Cadwallader, Scott Wu, Ivan Zhao, Stefano Ermon, Rune Kvist, Reiner Pope, Devansh Pandey

The hosts dissect the Citrini report's implications on AI's impact, contrasting short-term fears with long-term adjustments and the role of independent research in shaping market narratives. They analyze Ben Thompson's critique of the DoorDash doomsday scenario and debate the potential for AI to disintermediate real es...

Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN

The podcast analyzes the market's reaction to Citrini's AI doomer essay, which posits a scenario of economic collapse due to AI-driven job displacement and decreased consumer spending. The discussion covers the essay's summary, highlighting its argument that AI's productivity gains may not translate into real economic ...

CitriniPocalypse, Dot Com Lore, Gene-Edited Polo Horses | Alap Shah, Will Brown, Michelle Lee, Mike Annunziata

The podcast episode centers on the market impact and broader implications of Citrini's AI doomerism essay, contrasting it with earlier AI optimism and examining potential economic fallout. The hosts analyze rebuttals to Citrini's piece, particularly focusing on the role of institutional momentum and the potential for r...

Why My Article Just Tanked the Market

The podcast explores the potential impact of AI, particularly agentic AI, on the white-collar job market and the broader economy. It addresses concerns about job displacement, the labor market's structural weaknesses, and the potential contagion effect on various asset classes. The guest argues that the increasing effi...