TBPN

Full Interview: Bloomberg’s Mark Gurman on Apple’s AI Stack, Anthropic, and the Future of Siri

Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN

Microsoft, Meta, & Tesla Earnings, Google DeepMind's Project Genie, SpaceX & xAI Merger | Anton Osika, Christian Garrett & Delian Asparouhov, Eric Seufert, Kevin Weil, Mehul Nariyawala

The co-hosted podcast delivers tech and finance news, analyzing earnings reports from Microsoft, Meta, and Tesla, and discussing AI advancements. Microsoft's stock dip due to data center spending is weighed against its OpenAI investment and multi-model approach. Meta's revenue surge and AI program investments are exami...

Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN

Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson

The podcast explores the evolving landscape of AI, its impact on various industries, and the strategic decisions companies face. Discussions include Netflix's potential advantage in remaining UGC-free amid the rise of AI-generated content, and YouTube's open stance on AI integration. The challenges and opportunities su...

Full Interview: Clawdbot’s Peter Steinberger Makes First Public Appearance Since Launch

The conversation centers on Peter Steinberger's journey into AI and the creation of his open-source project, now named Moltbot, a personal AI agent. Steinberger discusses his initial burnout after selling his software company, his re-engagement with coding through AI, and the surprising virality of his project. He emph...

Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN

Clawdbot Creator Peter Steinberger Joins, Meta's Premium Subscription Plans | Jamie Cuffe, Ben Lerer, Lucas Atkins, Bridgit Mendler, Jeff Miller, Aaron Frank

The podcast explores the evolving landscape of AI, focusing on the potential of personal AI agents and the infrastructure required to support them. It highlights the shift from training demand to inference demand, spurred by tools like Moltbot, and discusses the implications for GPU and TPU demand. The hosts examine th...

AI's Napster era, Alex Honnold, ChatGPT Ads | Diet TBPN

The podcast explores the potential of ClaudeBot, a new technology that allows users to interact with their computers via natural language through messaging apps. The discussion centers on whether ClaudeBot will achieve mainstream consumer adoption, with comparisons drawn to the early days of GPT-3 and internet file sha...

Clawd Maxxing, ChatGPT Ads Breakdown, China's Top General Accused of Treason | George Kurtz, Joseph Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao, Victor Riparbelli

The hosts dissect the implications of ClaudeBot, a new AI assistant, comparing it to the early days of GPT-3 and Napster due to its technical hurdles and potential. They predict limited consumer adoption despite its appeal to developers, citing security risks and the need for business deals between major tech companies...

China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN

China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa

The co-hosted podcast explores China's economic strategy, particularly its shift towards becoming the world's market, examining key import categories like semiconductors, energy, and luxury goods, while also noting the rise of domestic Chinese luxury brands. The hosts discuss China's acquisition of Western brands like ...

Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN

Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov

The co-hosts examine Davos 2026, including Elon Musk's appearance and tech leaders' viral interviews, questioning whether tech's messages are reaching the global stage. They analyze Jensen Wong's comments on competition, contrasting them with TSMC's capital expenditure concerns and Ben Thompson's analysis of potential ...

Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine, TBPN x CAA | Diet TBPN

Kling Crosses 12M, China’s Aging Tech Problem, Thinking Machine Turmoil | Rich Greenfield, Jan Sramek, George Lewin, Ara Kharazian

The podcast explores the evolving landscape of AI, touching on its impact on various industries and the labor market. It examines Kuaishou's success with Kling AI, noting its impressive MAUs and revenue, while also addressing concerns about Chinese export controls and competition with American AI firms. The conversatio...

Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN

Davos Reactions, Waymo’s Safety Case, Czinger 21C Hypercar Tour | Martin Shkreli, Bradley Tusk, Lukas Czinger, Andy McCune, Michael Broukhim, Aaron Katz

The hosts explore a range of topics, starting with discussions around Davos, Greenland, and market turmoil, then shifting to AI and competition with China. The conversation covers Dario Amadei's remarks on chip embargoes and the potential dangers of unchecked AI development. The hosts then analyze Waymo's safety record...

X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN

X Article Apocalypse, Hollywood's AI Takes | Jordan Schneider, Eliot Pence, Fil Aronshtein & Matt Grimm