TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
The podcast explores the implications of recent PLA purges in China, questioning whether they consolidate power or weaken military capabilities. Bill Bishop suggests the purges aim to remove corruption and promote younger officers. The conversation also covers US-China relations, focusing on Taiwan and potential arms s...
The hosts review Super Bowl 2024 ads, tech's response, and broader implications for AI. They critique Anthropic and OpenAI's ads for missing the mark with mainstream audiences, while praising RAMP's integrated campaign. The hosts also analyze AI's increasing integration into society, touching on debates over data cente...
The podcast explores the AI industry's bottlenecks, particularly focusing on the debate between semiconductor fabrication capacity and energy production. It highlights the recursive nature of AI models and the potential for energy to become a limiting factor for AI's growth. The conversation covers the massive CapEx in...
The hosts analyze the evolving landscape of AI, debating its impact on software, data infrastructure, and various industries. They explore whether AI is a bubble, and if it will kill software or simply change its economics. The conversation touches on the increasing capabilities of AI models, like Claude and GPT, and t...
The podcast explores the evolving landscape of AI, focusing on the potential "SaaSpocalypse" where AI agents rebuild or replace existing software tools. It highlights the contrasting approaches of OpenAI and Anthropic, with OpenAI targeting Fortune 500 companies and Anthropic focusing on individual Claude Code agents. ...
The podcast analyzes Anthropic's Super Bowl ads and their potential impact on the AI landscape, questioning whether the ads are brilliant marketing or deceptive "rage bait." The discussion explores whether the ads will damage consumer trust in LLMs and benefit Anthropic against competitors like OpenAI. The hosts draw p...
The hosts analyze the advertising strategies of AI companies, particularly Anthropic's Super Bowl ads, debating whether their approach is "dirty" or simply effective in a competitive market. They explore the potential impact of these ads on consumer trust in LLMs and discuss the broader implications for the AI industry...
Sam Altman, CEO of OpenAI, discusses the newly launched 5.3 Codex, highlighting its improved coding capabilities, speed, and user interaction, particularly the ability to provide feedback mid-turn. The conversation explores the concept of managing AI agents, with Altman envisioning a future where users oversee teams of...
The hosts analyze Super Bowl ads, focusing on TBPN's own regional ad, which they describe as a "love letter to our community" featuring past guests. They then dissect Anthropic's Super Bowl campaign, interpreting it as an attack on OpenAI's upcoming ad-supported model and the broader concept of AI advertising. The host...
The podcast episode centers on Super Bowl advertising strategies, particularly Anthropic's attack ads against OpenAI, sparking debate on their effectiveness and ethical implications. The hosts analyze the shift in AI consumer perception, the increasing importance of data moats, and the potential for AI to disrupt tradi...
The podcast analyzes recent market trends and corporate maneuvers, focusing on the impact of AI and leadership changes. Oracle's strategy and OpenAI's response to financial concerns are contrasted, while PayPal's stock plunge and CEO replacement are attributed to missed forecasts and competitive pressures. Snap's high ...
The co-hosted podcast episode centers on the rapid changes and investment opportunities within the tech industry, particularly regarding AI. The hosts analyze Oracle's financial stability amidst OpenAI's advancements, contrasting their comms strategy with OpenAI's Rune's casual approach. They examine PayPal's struggles...
The discussion centers on the future of AI, data centers, and the semiconductor industry, weighing the constraints of energy versus TSMC's fabrication capacity. Dylan Patel shares insights on NVIDIA's shift in strategy following the GROK acquisition, Google's diverging TPU roadmap, and the potential for multi-data cent...
The podcast explores Moltbook, a new social network for AI agents, and its rapid growth. The platform's creator discusses its origins, starting from a desire to give the Claude bot an ambitious purpose: to found a social network. Moltbook allows AI agents to interact autonomously, influenced by their interactions with ...
The podcast analyzes the viral phenomenon of Multbook, an AI-driven social network, and the implications of the Epstein files release. It explores Multbook's structure as a Reddit clone populated by AI agents, discussing its potential as a future social media landscape and its current limitations, such as a lack of rea...
The hosts explore the implications of AI-driven social networks, using Moltbook as a case study. They discuss the "zombie internet theory," where AI-generated content blurs the line between dead and alive online interactions, and debate whether Anthropic should have intervened in Moltbook's viral spread. The hosts also...
The podcast explores the implications of AI on various sectors, ranging from finance and technology to religion and employment. Tyler Cowen shares his perspectives on Kevin Warsh's potential impact as Fed chair, emphasizing the increasing importance of fiscal policy and congressional influence. The discussion also cove...
The podcast explores the selection of Kevin Warsh as the next Fed chair, examining his potential impact on monetary policy and the economy. It highlights Warsh's complicated history with Jerome Powell and his skepticism towards quantitative easing, suggesting a possible shift towards lower rates coupled with a smaller ...
The podcast explores the rollout of ads on ChatGPT, comparing it to Netflix's initial ad launch and examining the potential for success. Eric Seufert, an expert in the field, suggests that while the current CPM-based model with limited targeting resembles Netflix's early struggles, ChatGPT has the DNA to evolve into a ...
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