TBPN

Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN

Palmer Luckey LIVE from NYSE, Supreme Court Smackdown, Data Center Backlash | Ryan Petersen, Jonathan Gould, Diogo Mónica, Joe Lonsdale, John Shahidi, Will Bruey, Sam Levenback, Alex Heath

The co-hosted podcast explores the implications of recent tariff news, the backlash against AI, and the evolving landscape of media and technology. Ryan Petersen joins to discuss the Supreme Court's ruling on tariffs and potential refund scenarios, while the hosts analyze the growing public resistance to data centers a...

Palmer Luckey: Why I Started My Own Bank

The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN

Post Earnings with Figma CEO Dylan Field

SaaSpocalypse Cancelled, Palantir’s $17M Jet Bill, WBD x Netflix Latest | Dylan Field, Saagar Enjeti, Sigil Wen, Peter Morales, Erik Palitsch, Ljubisa Bajic

The co-hosted podcast episode examines the evolving landscape of technology, finance, and culture, focusing on AI's disruptive influence across various sectors. It questions the sustainability of traditional SaaS models in the face of agentic AI systems, while also pinpointing areas where AI integration proves benefici...

The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN

Mapping Neo Labs, Unlocking LLM Growth, Evan Spiegel Live in the Ultradome | Blake Dodge, Freddie deBoer, Sohail Prasad, Travis Brashears

The hosts analyze current tech and financial news, focusing on AI's impact across various sectors. They dissect Tyler Cosgrove's market map of companies with Wikipedia articles, and explore the "Neo Labs" taxonomy, categorizing AI research organizations by focus, funding, and geography. The hosts discuss potential impr...

The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN

Why No One Talks Cournot, Hollywood vs. Seedance 2.0, Micron’s $200B Bet | Jon Caramanica, Haseeb Qureshi, Spenser Skates, Celine Halioua, Ankur Goyal, Reed Duchscher

The podcast explores the economics of AI labs, debating whether the current Cournot equilibrium will last or if a Bertrand competition model will emerge. Discussions cover the balance between training model investments and inference factory margins, with the consensus leaning towards a durable oligopoly among major AI ...

Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN

The podcast explores the concept of "unsloppable" companies—those with durable moats that can withstand the impact of AI and coding agents. It questions whether traditional software moats, based on lines of code, are still viable in an era of near-zero marginal cost software development. The discussion highlights the i...

Anthropic Hits $380B Valuation, Become Unsloppable, WSJ Mansion Section | Martin Shkreli, Connor Hayes, Alex Bouzari, Brett Adcock

The co-hosted podcast explores the concept of "unsloppable" companies—those with durable moats that can withstand the rise of AI coding agents. They discuss how traditional moats like proprietary technology are no longer sufficient, emphasizing network effects, economies of scale, and brand trust as more resilient defe...

Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN

Something Mini is Coming, Anthropic's $20B Round, Ackman’s Meta Move | Bryan Johnson, Andrew Huberman, Matthew Zeitlin, Joon Sung Park, David Risher, Todd McKinnon, Alexander Ksendzovsky

The co-hosted podcast explores the transformative potential of AI across various sectors, balancing enthusiasm with a realistic assessment of challenges and risks. The hosts analyze Anthropic's substantial funding round and its implications for competition within the AI lab landscape, while also diving into the practic...

AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN

Is Something Big Happening?, Tai Lopez Charged in $122M Fraud, U.S. Adds 130K Jobs | Harley Finkelstein, Vlad Tenev, Matt Shumer, Jeff Lawson, Sam Blond, John Ferrara

The podcast explores the impact of AI across various sectors, questioning whether its transformative potential is akin to COVID-19's disruptive force. The hosts debate AI's effect on job markets, the hype surrounding AI-driven tools, and the sustainability of AI-dependent business models. They analyze the potential for...

FULL INTERVIEW: Why I Spent $70M to buy AI.com

Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN

Elon Musk's Banker, Beijing Pours $26B into Robot Boom, How Apollo Dodged SaaSsassination | Ashlee Vance, Vincenzo Landino, Ethan Thornton, Kris Marszalek, Cristóbal Valenzuela, Brad Svrluga, Dayna Grayson

The podcast explores a range of topics, starting with Michael Grimes' return to Morgan Stanley and its implications for SpaceX's potential IPO, as well as the AI landscape with companies like Cognition and XAI. The hosts discuss Apollo's investment strategy of avoiding software companies due to AI disruption fears, con...

Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN

The hosts dissect Super Bowl 2024's commercials, focusing on AI's presence and effectiveness. They analyze Anthropic and OpenAI's contrasting approaches: Anthropic's provocative jab at OpenAI versus OpenAI's optimistic, yet vague, message about building. The hosts critique the AI.com ad for lacking polish despite its e...