February 19, 2026
An in-depth breakdown of the AI lab market map, Robinhood's new retail access to startups, and the debate on GLP-1s dulling a hedge fund edge.
February 18, 2026
Mapping AI's "Neo Labs," unlocking consumer LLM growth, and an interview with Snap CEO Evan Spiegel on hitting a $1B subscription run rate.
The AI industry operates under a Cournot Equilibrium, with labs competing on supply, not price. This drives massive bets and strategic friction.
February 17, 2026
AI labs in Cournot equilibrium, Hollywood battles Seedance 2.0, and Micron's $200B bet. Plus, funding news from Thrive, Dragonfly, and more.
February 14, 2026
AI is commoditizing code, forcing a re-evaluation of business moats. Discover 'unsloppable' companies with durable network effects & IP.
February 13, 2026
TBPN covers Anthropic's $380B valuation, defining "unsloppable" moats in the AI era, and features guests on market trends, Threads & robotics.
Anthropic's massive funding round signals AI acceleration, Paramount battles WB/Netflix in a media showdown, and Higgsfield's drama unfolds.
February 12, 2026
Anthropic's $20B round, Ackman's Meta bet, and the AI energy crisis. Guests: Bryan Johnson on his $1M health protocol & Andrew Huberman on peptides.
AI's impact debated vs. COVID, the FBI probes Tai Lopez's alleged Ponzi scheme, and Mistral invests $1.4B in European AI sovereignty.
February 11, 2026
TBPN dissects Matt Shumer's viral AI essay, Tai Lopez's alleged fraud, & a surprising jobs report. Plus, insights from top tech CEOs.
The founder of AI.com discusses the $70M domain buy, a last-minute Super Bowl ad, 300k signups, and his vision for personal AI assistants.
Elon’s banker leads a potential SpaceX IPO, AI triggers a “SaaSination” of software, and Beijing’s state-backed push aims to dominate robotics.
February 10, 2026
Elon's banker returns for the SpaceX IPO amid a tech jubilee. Apollo dodges the 'SaaSpocalypse' as China pours $26B into humanoid robots.
TBPN dissects Super Bowl ads, analyzing the clash between niche tech messaging (OpenAI, Anthropic) and mainstream appeal (Google, Ramp).
Bill Bishop discusses Xi's PLA purges, revealing deep-seated corruption, and analyzes the fragile US-China tech and military balance.
February 9, 2026
Super Bowl ad teardown, OpenAI vs. Anthropic, and insights on autonomous labs, AI payments, robotic manufacturing, and Ferrari's new design.
February 7, 2026
This episode explores the AI chip bottleneck driving massive hyperscaler capex, the viral "Dirty Soda" trend, and Palmer Luckey's new bank.
February 6, 2026
TBPN breaks down the chip vs. energy bottleneck, Amazon's staggering $200B AI capex, and the 'Claude Code' psychosis roiling SaaS stocks.
Doug O'Laughlin on the rise of agentic coding, the impending 'SaaSpocalypse,' the hyperscaler CapEx race, and why Microsoft is losing AI.
Anthropic’s ad campaign targets OpenAI, Google doubles AI CapEx to $185B, and new enterprise tools like OpenAI Frontier signal an AI arms race.
February 5, 2026
OpenAI launches Codex 5.3 & Frontier as Anthropic's ads attack. Sam Altman & Sholto Douglas discuss the AI arms race & Alphabet doubles CapEx.
Sam Altman unveils the 5.3 codecs model, discusses the future of agent orchestration, and responds to Anthropic's competitive attack ads.
Anthropic's Super Bowl ads attack OpenAI, sparking a 'vibe war.' Plus, Walmart hits a $1T valuation, and Gastown redefines AI coding.
February 4, 2026
TBPN covers the AI Super Bowl ad wars, Walmart's $1T milestone, and the rise of agentic coding, featuring interviews with leaders from Uber & 11 Labs.
SpaceX merges with xAI, creating a $1.25T titan. PayPal's stock plummets 20% after a CEO shakeup. Disney names its new CEO, Josh DiAmero.
February 3, 2026
Live from the Cisco AI Summit, this episode covers the SaaS sell-off, SpaceX's xAI acquisition, and insights on AI's future from top CEOs.
Dylan Patel analyzes AI's future: data centers in space, NVIDIA's evolving chip strategy, and the critical bottleneck shifting from power to fabs.
Moltbook's creator discusses the viral launch of the first social network for AI agents, its underlying philosophy, and a future of human-AI symbiosis.
Moltbook's viral rise, a stalled $100B OpenAI-Nvidia deal, and a SpaceX-xAI merger signal a chaotic, fast-moving AI landscape.
February 2, 2026
Moltbook's viral rise sparks AI agent debate. Nvidia's OpenAI deal stalls. OpenAI launches the Codex app for desktop vibe coding.
January 31, 2026
Tyler Cowen on Kevin Warsh's Fed, AI's impact on employment and finance, the precious metals surge, and the rising value of human mentors.
Discussing Kevin Warsh's hawkish Fed stance, Google's fight against a Chinese cyber weapon, NY real estate drama, and emerging AI societies.
January 30, 2026
Trump's new Fed pick Kevin Warsh analyzed, alongside Yahoo's turnaround, the state of SaaS, autonomous records, and the future of housing.
Eric Seufert analyzes ChatGPT's ad launch, comparing its MVP approach to Netflix and outlining the path to a Meta-like advertising powerhouse.
Bloomberg's Mark Gurman on Apple's AI crisis: A deep dive into the Google Gemini deal, Siri's reboot, and why John Ternus is the next CEO.
Big Tech earnings reveal AI spending constraints, Apple acquires Q.AI, Elon merges SpaceX/xAI, and Google's Genie 3 gamifies world models.
January 29, 2026
Tech earnings deep dive (MSFT, META, TSLA, AAPL), Google's Project Genie launch, and a rumored SpaceX/xAI merger.
Netflix positions itself as a curated refuge from AI slop, Saudi Arabia faces a liquidity crunch, and Tether becomes a global gold powerhouse.
January 28, 2026
Netflix vs. AI slop, Mark Gurman on Apple's AI woes, Saudi Arabia's liquidity crunch, and the viral impact of open-source agent MoltBot.
Clawdbot (now Moltbot) creator Peter Steinberger on his viral open-source AI agent, building for fun, and the future of personal computing.
Clawdbot's viral success and rebrand to Moltbot signals a surge in consumer AI agent demand, driving GPU needs and a fragmented market.
January 27, 2026
TBPN hosts Clawdbot/Moltbot creator Peter Steinberger, discusses Meta's subscriptions, and the future of personal AI agents and infrastructure.
This episode unpacks the 'Napster era' of AI with Claude bot, Alex Honnold's low-drama live climb, and ChatGPT's 4% commerce tax.
January 26, 2026
TBPN breaks down Clawd Bot's rise, OpenAI's 4% e-commerce fee, and China's military purge. Guests include George Kurtz and Joseph Lubin.
January 24, 2026
China shifts to a global market, TikTok strikes a US deal, Sony partners with TCL, and tech giants Deel and Rippling face a spying probe.
January 23, 2026
China acquires Western brands like MG, TikTok's US survival deal is finalized, and Intel slips. Plus, lightning rounds with tech CEOs.
Capital One acquires Brex for $5.15B, Davos sees a tech resurgence, and Apple plans a major generative AI overhaul for Siri.
January 22, 2026
Capital One buys Brex for $5.1B! Davos debates AI's impact. Cathie Wood predicts 7% GDP growth. Featuring guests from Zipline, Brex, and more.
Kling AI hits 12M MAU amid China's tech ageism crisis, Thinking Machines sees founder drama, and Davos debates AI's impact on jobs.
January 21, 2026
Kling.ai hits 12M users, media giants battle for Warner Bros, Thinking Machines faces turmoil, and Davos debates AI's impact on jobs.
Davos debates AI chip sales to China, Waymo's safety data is scrutinized, and Netflix makes an all-cash bid for Warner Bros. Discovery.
January 20, 2026
Davos debates AI chip policy, Waymo's safety case is dissected, and the Czinger 21C hypercar showcases advanced manufacturing.
X's $1M article sweepstakes, Ben Affleck's viral take on AI's creative limits, and Elon Musk's $134B lawsuit against OpenAI are analyzed.
January 19, 2026
X's article contest, Hollywood's AI views, the American dream's future, and a major defense tech partnership between Anduril and Dirac.
January 17, 2026
A deep dive into the Elon Musk vs. OpenAI lawsuit, exploring arguments for both sides, from nonprofit mission to for-profit reality. Plus, ads in ChatGPT.
January 16, 2026
Elon vs. OpenAI heats up with leaked emails, ChatGPT gets ads, and Sequoia declares AGI is here. Guests from Ridge, Athletic Brewing, and more.
Big Tech enters mining, AI talent wars shake up Thinking Machines, Meta pivots from the metaverse, and NYC's sauna scene heats up.
January 15, 2026
Tech giants vertically integrate into mining, Meta pivots from VR, and AI talent wars escalate. Plus, deep dives with CEOs on robotics & drones.
AI's power backlash forces tech's hand, David Ellison's Hollywood takeover continues, and Google aims for 'Personal Intelligence'.
January 14, 2026
Microsoft tackles AI energy costs, OpenAI preps for the Super Bowl, and Larry Ellison targets Hollywood. Plus, insights from Benioff and Chesky.
Siri's need for an app, OpenAI's acquisition of health startup Torch, and the future of LLM monetization and AI hardware.
January 13, 2026
Debating Siri's future and Apple's next CEO, while founders in nuclear, insurance, and legal AI build for the new AI-driven economy.
Jerome Powell's legal battle, Apple Vision Pro's flawed NBA debut, Google's drone delivery, and AI's major push into healthcare.
January 12, 2026
DOJ vs. Fed Chair Powell, Ben Thompson critiques Apple Vision Pro, and leaders from Shopify, Cerebras, and more discuss AI's economic impact.
January 10, 2026
AI's narrative crisis needs a Steve Jobs, Tim Cook may retire, Meta is building nuclear plants, and Andreessen Horowitz raises a massive $15B fund.
January 9, 2026
a16z raises $15B amid Tim Cook exit rumors & Meta's nuclear AI plan. Experts discuss the AI power crisis & the need for a 'Steve Jobs of AI'.
Apple Card's move from Goldman to JPM reveals a clash of corporate cultures. Also: the U.S. offer for Greenland & Google Gemini's market rise.
January 8, 2026
Apple Card moves to JPM, VC winter worsens except for mega-funds like Lux, Trump's Greenland bid & defense tech salary cap debates.
xAI raises $20B amid Grok controversy, OpenAI launches ChatGPT Health, and Anthropic targets a $350B valuation in a shifting AI landscape.
January 7, 2026
xAI's $20B raise, Semafor's $30M round, a deep dive into America's tech decline, and the rapid rise of humanoid robotics and AI agents.
This episode explores the decline of CES, AI's impact on wealth inequality, and the paradox of technology versus human happiness.
January 6, 2026
TBPN explores the death of tech conferences, CES highlights, AI misinformation, and energy policy, with guests Jake Paul, Jamie Siminoff & Lulu Cheng.
AI acquisitions soar with Meta buying Manus and Nvidia buying Groq. We analyze Dan Wang's US-China tech letter, a viral delivery app exposé, & more.
January 5, 2026
TBPN breaks down Dan Wong's US-China AI analysis, Meta's Manus & NVIDIA's Grok deals, the CA wealth tax, and 2026 tech predictions.
December 20, 2025
TBPN's 2025 year-in-review! Analysis of ByteDance's $50B profit, Meta's AI talent splurge, OpenAI's 'Stargate' proposal, and more.
December 19, 2025
TBPN's 2025 wrap: Inside the Cursor x Graphite deal, the future of AI dev tools, space data centers, and AI-driven chip design.
Deep dive on the Ellison trust's M&A trick, the accelerating AI model wars, a reviving IPO market, and Palmer Luckey's public smackdown.
December 18, 2025
OpenAI's massive funding talks, Trump Media's fusion deal, and Coinbase's new prediction markets. Plus, TurboPuffer's unique growth strategy.
Amazon's AI play, Ford's EV truck stalls, Paramount's M&A drama, and the shift of legacy media like the Oscars to digital platforms.
December 17, 2025
Ford ends the F-150 EV, Amazon eyes a $10B OpenAI deal, and Radiant raises $300M for nuclear reactors. Plus, insights on AI neo-labs & storytelling.
Silicon Valley's 'storyteller' trend is peaking. True narrative power lies with 'Joe Rogan CEOs' and singular, breakthrough campaigns.
December 16, 2025
The 'Storyteller' debate, Liquid Death's viral marketing, Databricks' $1B AI run rate, and the future of AI in healthcare with General Medicine.
Apple's 'tax' is struck down by the Ninth Circuit, revealing its services-driven valuation and the escalating AI talent war's impact on comp.
December 15, 2025
From Apple's tax battle and Rivian's new AI chip to Snap's AR vision and the future of the creator economy, this episode covers tech's biggest shifts.
December 13, 2025
Analysis of OpenAI's strategic Disney deal, leveraging iconic IP for product differentiation and distribution ahead of a major 2026 enterprise push.
December 12, 2025
TBPN covers OpenAI's Disney deal, Matt Levine on prediction markets, Palantir's naval contract, the SpaceX IPO, and land investing.
SpaceX eyes a $1.5T IPO, pivoting to AI with space data centers. Meanwhile, Disney backs OpenAI's Sora as enterprise AI adoption plateaus.
December 11, 2025
SpaceX's $1.5T IPO pivots to AI data centers, Disney inks an exclusive deal with OpenAI, and a bidding war erupts for Warner Bros. Discovery.
NVIDIA's China chip reversal, Meta's internal AI clash, and the Paramount vs. Netflix battle for Warner Bros. highlight shifting tech dynamics.
December 10, 2025
Fed cuts rates amid inflation, a bidding war for Warner Bros. heats up, and Nvidia's chip sales to China signal a major policy shift.
Breaking down Paramount's hostile bid for Warner Bros, the US-China chip war over Nvidia's H200, and the future of data centers in space.
December 9, 2025
Inside Paramount's hostile bid, the NVIDIA-China chip deal, the space data center debate, and massive funding for Boom, Unconventional & Eon.
Media M&A wars ignite with a $108B bid for Warner Bros., sparking antitrust debates. Plus: Apple's UX woes & the future of ads in AI.
December 8, 2025
Media wars explode as Netflix and Paramount vie for WB. Plus, the new space race, the psychology of gambling, and the rise of autonomous AI agents.
December 6, 2025
Netflix's $82.7B Warner Bros deal faces hurdles & a rival bid. Apple sees an executive exodus. AI heats up with Harvey's $8B valuation.
December 5, 2025
Breaking down Netflix's $82.7B Warner Bros. deal. Feat. Keith Rabois on the AI bubble, NYSE President Lynn Martin on 2026 IPOs, and more.
TBPN partners with NYSE. The AI race heats up with Google's Gemini threatening a monopoly, while Altman eyes rockets and OpenAI faces huge cash burn.
December 4, 2025
TBPN broadcasts from the NYSE, featuring Jim Cramer on market history, Apollo on private credit's role in tech, and Ramp on building a unicorn.
AWS challenges NVIDIA with its new Trainium 3 chip. But as an anti-NVIDIA alliance forms, will customer choice force AWS to buy Google TPUs?
December 3, 2025
YC Demo Day S25 analysis, AI chip wars, and a surprise interview with YC founders Paul Graham and Jessica Livingston on the 'earnest hacker'.
An analysis of German defense giant Reinmetall's 15x growth and OpenAI's 'Code Red' as it battles Google's Gemini for AI supremacy.
December 2, 2025
Deep dive into defense tech's Rheinmetall, OpenAI's "Code Red" amid Gemini's rise, and Ben Thompson's analysis of AI moats and market power.
Three years post-ChatGPT, NVIDIA's 10x rise faces threats from Google's TPUs, as the AI arms race intensifies and mainstream discourse heats up.
December 1, 2025
TBPN covers the AI hardware wars (NVIDIA vs. Google's TPU), AI regulation with Ro Khanna, and interviews with Runway, Function Health & Raindrop.
November 28, 2025
Live from the Commerce Corral! Shopify's Black Friday stream with founders from Gymshark, AG1, & Ridge. Insights on growth & record sales.
November 26, 2025
Ilya Sutskever signals a post-scaling AI era. Nvidia battles fraud claims. The wild west of genetic embryo selection & a $11M crypto heist.
November 25, 2025
Ilya Sutskever on AI scaling limits, NVIDIA's defense, the Nucleus embryo selection debate, and updates from Zipline, Klarna, & 1Password.
Gemini challenges ChatGPT's dominance, OpenAI poaches Apple talent for a hardware push, and a study exposes AI startups as mere API wrappers.
November 24, 2025
Deep dives on Gemini 3 and Anthropic's new Claude Opus 4.5, OpenAI's hardware push, plus car culture with Doug DeMiro and new AI products.
November 22, 2025
Mapping the AI ecosystem as a barnyard: NVIDIA is the cash cow, Elon the bull in a China shop, and Meta are pigs at the trough.
November 21, 2025
Eli Lilly's $1T rise on weight-loss drugs, AMD's challenge to NVIDIA, and a deep dive into the AI landscape with a barnyard market map.
NVIDIA's huge earnings, Travis Kalanick's no-tip food delivery venture Picnic, and new AI models from Google and Meta spark market debate.
November 20, 2025
NVIDIA earnings, Travis Kalanick on tipping, David Chang on food tech, and a look at the future of home robotics with Sunday & Flexion.
November 19, 2025
Analyzing the Apple/Gemini deal, Google's TPU challenge to NVIDIA's dominance, and the massive global investment in AI infrastructure.
Experts Byrne Hobart and Glenn Hutchins analyze the AI bubble, new financing models, and the race for AGI, plus major funding for Luma & ProFluent.
Google's Gemini 3 launch intensifies the AI race, showcasing major leaps in reasoning and agentic capabilities, spurring competitive moves.
November 18, 2025
AI frenzy deepens with GPT-4's return, Bezos's $6.2B startup, and Wall Street's trillion-dollar bet on data center infrastructure.
November 17, 2025
Unpacking the GPT-4.0 user revolt, Bezos's $6.2B AI play, creator economy trends, and the private credit fueling the AI infrastructure boom.
November 15, 2025
Blue Origin lands its rocket, a decade behind SpaceX. Valve unveils new gaming hardware. Plus, a dive into controversial AI necromancy.
November 14, 2025
Blue Origin lands its rocket, Valve unveils new Steam hardware, Benchmark's Ev Randall on VC strategies, and Gymnasium's Adam Faze on new media.
Tech's financial landscape is shifting as massive debt, mirroring the oil industry, funds the AI arms race amid signs of slowing user growth.
November 13, 2025
Tech embraces debt, mirroring oil & gas, as OpenAI's growth slows. Guests discuss BCI, telehealth, AI agents, and causal AI for marketing.
YC's 'Chad IDE' sparks debate on rage bait as product strategy. Plus, Ev Randall roils VCs and Satya Nadella details Microsoft's AI plans.
November 12, 2025
The crew debates YC's 'Chad IDE' and the rise of 'rage bait' products. Plus, insights from Satya Nadella, Sequoia, and a flurry of founders.
Tech leaders converge on a 10-year AGI timeline. Also discussed: Buffett's succession, SoftBank's Nvidia sale, and Yann LeCun's Meta exit.
November 11, 2025
AGI by 2035? This episode covers Sequoia's shakeup, Buffett's retirement, and deep dives on terraforming, token sales, & tech morality.
Pope Gate sparks a debate on AI ethics, shifting the AI safety conversation from sci-fi doom to tangible issues like 'GPT psychosis'.
This episode covers Pope Gate's AI ethics debate, defense tech's funding boom, nuclear energy's revival, and Uniswap's new economic model.
November 8, 2025
OpenAI's backstop debate, Elon Musk's trillion-dollar pay package, and a major tech stock sell-off signal market uncertainty and shifting AI strategies.
November 7, 2025
This week: OpenAI's backstop debate, Elon's $1T pay package, a Mag 7 AI strategy matrix, and the rise of AI music and the "Muscle Man" founder.
OpenAI CFO's call for a "federal backstop" for AI investment sparks fierce debate on moral hazard, government's role, and the AI race with China.
November 6, 2025
OpenAI's 'backstop gate' sparks intense debate on government's role in the AI buildout. Plus, CEOs from Roblox, Robinhood & more weigh in.
Jared Isaacman's potential NASA leadership sparks a Moon vs. Mars debate, as tech giants plan space data centers amid AI bubble discussions.
November 5, 2025
Jared Isaacman's NASA nod sparks a Moon vs. Mars debate. Big tech eyes space data centers, while Lyft announces a major turnaround.
AI mania hits fever pitch with Anthropic's huge projections & NVIDIA at $5T, as the US vs. China tech race and job displacement debates intensify.
November 4, 2025
Sequoia's new stewards, Anthropic's massive revenue forecast, Nvidia's $5T milestone, and Apple's savvy AI play. A deep dive into tech's future.
Sam Altman's tense interview fuels debate on OpenAI's $1.4T spending. Is he a visionary, a grifter, or engineering a market glut?
November 3, 2025
Deep dive into OpenAI's $1.4T spend, Apple's Gemini-powered Siri, the data center boom, and VC's growth-at-all-costs AI strategy.
November 1, 2025
Mag7 earnings recap: AI propels Amazon & Microsoft, Meta's spending is questioned, and Apple's growth slows. Is enterprise AI a bubble?
October 31, 2025
TBPN's Halloween special dissects Mag 7 earnings, AI regulation battles, venture trends, and startup growth with guests from Linear and Partiful.
Meta's record revenue is overshadowed by huge AI spending, while Alphabet's long-term bets create a diversified tech powerhouse.
October 30, 2025
Meta & Google's record earnings fuel a massive AI spending war. We break down Meta's future bets and the US-China tech war.
Debating the 1X teleoperated robot's high price and tough economics, while live-shopping platform Whatnot hits an $11.5B valuation.
October 29, 2025
1X's humanoid robot launches, Substrate plans a US foundry, and Bryan Johnson's Blueprint raises $60M for its "Don't Die" mission.
Microsoft CEO Satya Nadella discusses long-term AI investment, a platform-agnostic strategy for Azure, and evolving business models in gaming.
October 28, 2025
Satya Nadella discusses the new Microsoft-OpenAI deal, platform strategy for AGI, and the evolution of AI-powered software development.
AI music app Suno hits $150M ARR, sparking debate on monetization models, artist rights, and whether the current AI boom is a sustainable cycle.
October 27, 2025
AI's economic shockwave: Analyzing Suno's $150M ARR, Mercor's $10B valuation, space data centers, and the future of independent scholarship.
October 25, 2025
This week: AI bot farms get VC backing, Oracle takes on massive debt for data centers, Kohler launches toilet cams, and Ohio legislates AI rights.
October 24, 2025
TBPN maps the media landscape, debates the AI buildout's societal cost, and covers major funding rounds in biodefense, AI factories, & gen AI.
This episode explores branding originality vs. copycatting, the AI infrastructure race's energy demands, and why we're not in an AI bubble... yet.
October 23, 2025
AI branding, AGI buildout bottlenecks, and the browser wars. Guests from Microsoft AI, Dropbox, OpenAI, Ledger, and Traba discuss strategy.
Apple's F1 deal misses Vision Pro's potential, Meta streamlines its AI team, and Anthropic's Google compute deal escalates the AI wars.
October 22, 2025
F1's Apple TV deal, Meta's AI shakeup, Anthropic's huge Google compute deal, AI's social media takeover, plus interviews with Kevin Rose & more.
OpenAI launches its 'Atlas' browser, but its 1.1x improvement may not dethrone Chrome. Sam Altman's strategic leverage grows as he builds a platform.
October 21, 2025
OpenAI launches the Atlas browser, sparking debate on AI's future. Plus, interviews with Palmer Luckey, Brian Armstrong, and Brian Chesky.
AI sentiment shifts as Andre Karpathy's 10-year AGI timeline is deemed bearish. Nvidia exits China, and fears of an AI bubble grow.
October 20, 2025
Karpathy's bearish AI take shakes markets, GameStop CEO Ryan Cohen shares his playbook, and a brazen jewel heist hits the Louvre.
October 18, 2025
This week: Palantir defends its prototyping, AWS faces an AI budget shift, Apple inks a major F1 deal, and the media landscape diversifies.
October 17, 2025
From AI music with STEM Player's CEO to BCI's future and GC's VC strategy, this episode covers tech's frontier, plus Palmer Luckey & F1 news.
Google's AI scores a win in cancer research, contrasting with OpenAI's high-burn financials. Also: the future of AI-native business models.
October 16, 2025
Google's AI cures cancer (almost), OpenAI eyes $100B revenue, and Salesforce CEO Marc Benioff on the future of enterprise sales.
October 15, 2025
TBPN covers OpenAI's erotica pivot, brand risk vs. revenue, rates Big Tech like movies, and hosts CEOs from VSCO, Ramp & AI startups.
October 14, 2025
Deep dives on Thrive's concentrated bets, OpenAI's 'Goon Wars,' 1929 market lessons, industrial efficiency, and the future of crypto & hardware.
October 13, 2025
TBPN covers JP Morgan's $1.5T plan, trade volatility, and the AI talent war. Guests: Ryan Peterson (Flexport), Alexis Ohanian & Serena.
October 11, 2025
Sam Altman and Bill Peebles discuss Sora's launch as the "GPT-3.5 moment" for video, highlighting its high creator engagement and future roadmap.
October 10, 2025
Sam Altman discusses Sora's launch, Trump's tariff threats shake markets, Elad Gil analyzes AI durability, and Dylan Patel benchmarks the GPU wars.
October 9, 2025
Dot-com déjà vu vs. the AI boom. Insights from lawyer John Quinn, a16z's Martin Casado on China's robotics lead, & Lululemon's founder drama.
October 8, 2025
Dissecting the AI bubble: Sam Altman's master plan, market frenzy analysis, and exclusive interviews with founders from Ramp & Acquired.
October 7, 2025
Tech's 'deal yuga' is back. We analyze AI slop vs. value, AMD's surge, and interview CEOs from Polymarket ($2B deal), EvenUp & DuPont Registry.
October 6, 2025
OpenAI's DevDay debuts Agent Builder as a massive AMD deal escalates the AI CapEx war, signaling a new era of circular financing & infrastructure.
October 2, 2025
AI's energy crisis sparks backlash. Pat Gelsinger on faith & tech leadership. Major funding for Axon, Dual Entry, and the 00 network launch.
October 1, 2025
OpenAI's Sora 2 sparks a debate on AI "slop" vs. craft, while a wave of startups raise major rounds for AI in legal, science, and hardware.
September 30, 2025
OpenAI's Sora 2 & agentic commerce, DoorDash's autonomous DOT, and interviews with Tony Xu, Patrick O'Shaughnessy, & founders from Stripe/Anthropic.
September 29, 2025
Is the AI boom a bubble or a compute bottleneck? Leaders from Anthropic, Figma, Stripe & AppLovin discuss launches, agentic commerce & the 10x designer era.
September 26, 2025
Meta's "Vibes" vs. OpenAI's "Pulse" showcases the AI product divide: personalized utility triumphs over generic "slop."
September 25, 2025
AI's massive buildout, dot-com parallels, and the TikTok deal. Guests from Flock Safety, Factory AI, Invisible, and Juicebox discuss AI's impact.
September 24, 2025
Deep dive into AI's wealth creation potential, SaaS disruption with Sierra CEO Brett Taylor, & startup insights from Joe Lonsdale.
September 23, 2025
Dissecting the $100B NVIDIA-OpenAI deal: Is it a dot-com repeat or a new paradigm? Plus, AI's impact on PE, Roblox's economy & founder news.
September 22, 2025
Exploring AI personalization, creator brand strategies with John Shahidi, and a wave of deep-tech fundraises in cryo, AI chips, and space tech.
September 19, 2025
XAI raises $10B at a $200B valuation, massive US tech deals land in the UK, and founders from deep tech to SaaS close major funding rounds.
