TBPN

TBPN Year in Review, TikTok Aims for $50B, Dana White on the AI Race | Diet TBPN

2025 in Review, Cursor Acquires Graphite, TikTok's $50B Profit | Michael Truell & Merrill Lutsky, Pranav Myana, Anna Goldie, Edward Mehr

John Coogan and Jordan Castro host the final TVPN show of the year, recapping 2025's tech and business highlights with a festive Christmas theme. They discuss Cursor's acquisition of Graphite with founders Michael Truell and Merrill, ByteDance's impressive profits, Meta's AI model Mango, and space data centers with Pra...

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

$DJT Goes Nuclear, OpenAI in talks at $750B, 2025 Model Wars in Review | Brian Armstrong & Tarek Mansour, Simon Eskildsen

This co-hosted podcast episode covers a wide range of topics, including reactions to a viral haircut video and its implications for content engagement, a review of ArenaMag featuring TBPN, and a discussion on Katie Roof's scoop about OpenAI's potential valuation. The hosts analyze the Warner Bros. and Paramount deal, f...

Amazon Bets $10B on OpenAI, Ford’s Reality Check, Paramount Deal Unravels | Diet TBPN

Amazon x OpenAI, Ford's EV Reality Check, Kushner Drops WB Bid | Sarah Guo, David Senra, Doug O'Laughlin, Doug Bernauer, Jacob Effron, Logan Kilpatrick

This episode of the TBPN podcast, recorded on December 17, 2025, features David Rosenthal and Ben Gilbert discussing a range of topics including Ford's electric truck struggles, the Amazon OpenAI deal, and the role of storytelling in entrepreneurship. They interview Sarah Guo about storytelling and AI, Doug O'Laughlin ...

Do Companies Need Storytellers, Ford’s EV Flop, Kushner Paramount Pullout | Diet TBPN

You Don't Need a Storyteller, ChatGPT Images, Ali on the Series L | Karri Saarinen, Mike Cessario, Elliot Cohen, Ali Ghodsi

Apple Tax is Dead, OpenAI Ends Vesting Cliff, Anthropic’s Massive TPU Order | Diet TBPN

🟡 Evan Spiegel LIVE in the Ultradome | Colin & Samir, RJ Scaringe, Scott Kupor

Apple’s ongoing legal battle with Epic Games regarding the 30% App Store fee highlights a shift in the company's financial narrative from hardware-driven growth to a services-based monopoly. While Apple frames its fee structure as a necessary toll for ecosystem access, critics argue it functions as rent-seeking that st...

GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN

Disney’s $1B OpenAI Bet, GPT 5.2 Reactions, Saagar Enjeti Weighs In | Matt Levine, Mike Swan, Mike Gallagher

Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN

Oracle Slides, Disney x OpenAI, SpaceX IPO | Fidji Simo, Dylan Byers, Angela Jiang, Jonathan Slotkin, Aaron Cannon, Karan Kunjur

The podcast episode centers on the convergence of AI and space exploration, particularly SpaceX's potential IPO and the rise of data centers in space. It explores Elon Musk's ambitious predictions, contrasting them with his track record and discussing the shift in SpaceX's narrative from Mars colonization to point-to-p...

Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN

Warner Deal Drags, H200 Exports Resume, Meta AI Chafe Gate | Joe Weisenthal, Ben Smith, Matt Hicks, Stephen Schwartz, Saam Motamedi, Nicholas Kelez, Antoine Tessier, Filip Kaliszan

Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN

Ellison's Counter Offer, Chinese H200s, Data Centers in Space | Aaron Ginn, Matt Kalish, Emil Michael, Blake Scholl, Naveen Rao, Ofir Ehrlich, Gorkem Yurtseven, Pedro Franceschi

Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN

Netflix's Size is Not Size, Ads in Google Gemini, Prediction Markets on a Tear | Rich Greenfield, Delian Asparouhov, Sarah Harrelson, Morgan Housel, Andrew Pignanelli, Brian Mehler, Will Wilson

The podcast, co-hosted by David Rosenthal and John Coogan, covers a range of topics including new merchandise, corporate expense management with Ramp, and a deep dive into the media landscape with guest Rich Greenfield, focusing on Paramount's bid to acquire WB and antitrust implications. They discuss Netflix's potenti...