May 21, 2026
SpaceX files for a record-breaking IPO, pivoting to AI with a massive TAM. Anthropic's revenue booms, hitting profitability. OpenAI solves a major math problem.
Google I/O reactions on AI eyewear & Gemini. Plus, Goldman Sachs to lead the SpaceX IPO & NVIDIA's explosive earnings report.
May 20, 2026
Figma & Airbnb CEOs on AI integration. Experts break down Google I/O, NVIDIA's earnings blowout, the massive SpaceX IPO & founder success stories.
Google's AI blitz at I/O with new Gemini models, the link between smartphones and falling birth rates, and Spotify's polarizing logo change.
May 19, 2026
Google I/O AI updates, the smartphone-fertility debate, and major funding rounds for SendCutSend ($110M), Nourish ($100M), and Chemure ($70M).
May 18, 2026
Musk loses his OpenAI suit, Leopold Aschenbrenner's 13F stirs debate, and the growing backlash against AI data centers is examined.
This episode covers Leopold's 13F, the growing backlash against AI data centers, Shein's Everlane acquisition, and the future of AI wearables.
May 15, 2026
SpaceX IPO targets June, ChatGPT enters personal finance, and a Sanders/AOC bill aims to halt AI data centers amid environmental backlash.
This episode covers Buffett's $9M lunch, AI's role in art and work, Figma's resurgence, data center debates, and a 67-year-old founder.
Cerebras's IPO doubles its valuation, signaling high demand for AI speed. Kevin Warsh is confirmed as Fed Chair, and the Musk-OpenAI trial nears its end.
May 14, 2026
Cerebras's blockbuster IPO, Netflix's ad strategy, the new Fed Chair, and the General Catalyst vs. a16z ad drama are discussed.
May 13, 2026
Trump-Xi summit's tech diplomacy, the debate on space data centers, and rising inflation fears create a complex geopolitical and economic picture.
TBPN covers the Trump-Xi summit, space data centers, and robotics. Guests from Affirm, Varda, Recursive, and Nebius discuss AI's impact.
Altman testifies in the Musk v. OpenAI trial, Anthropic SPV drama heats up, and eBay rejects GameStop's $55B bid. Plus, BuzzFeed gets a new owner.
May 12, 2026
Condé Nast CEO Roger Lynch on why premium, human-created journalism, iconic brands, and cultural moments win in the AI era of content saturation.
Trial updates on OpenAI vs. Musk, the rise of AI SPVs, and BuzzFeed's sale. Guests: Doomberg on energy, Sam Blond on Monaco, and Roger Lynch.
May 11, 2026
AP x Swatch collab divides watch fans, Cerebras's IPO soars with 20x oversubscription, and Trump meets Xi in China to discuss the Iran crisis.
Swatch x AP collab, Cerebras's $50B IPO, and Trump in China. Plus, AI's impact on dating, data centers, and M&A with top CEOs.
May 9, 2026
Apple and Intel strike a landmark chip deal amid a surprisingly strong jobs report, highlighting the growing divide between the AI and real economies.
May 8, 2026
Airbnb CEO Brian Chesky on reigniting growth with startup intensity, the future of AI beyond chatbots, and why hands-on leadership is key.
CEOs from Airbnb, Gusto & Sweetgreen discuss AI's impact, economic shifts, and founder-led execution. Plus, Intel's surge & a deep tech VC's big week.
May 6, 2026
Musk vs. OpenAI trial bombshells, US gov's secret AI pre-screening, Coinbase's AI-driven layoffs, and Meta's massive $125B CapEx bet.
May 5, 2026
GameStop's Ryan Cohen details his bid to acquire eBay, focusing on aggressive cost-cutting and leveraging physical stores for authentication.
Ryan Cohen's $55B eBay bid, OpenAI/Musk trial drama, US AI oversight, & interviews with CEOs from Shopify, GE Vernova, Blitzy, and Lambda.
Anjney Midha unveils AMP, a PBC fixing AI's compute bottleneck, and presents a bull case for a GameStop/eBay merger driven by AI commerce.
AI models are getting 'fatter,' leading to 'neural computers' that threaten specialized apps. Also, a look at GameStop's ambitious $55B eBay bid.
May 4, 2026
This episode covers Ryan Cohen's GameStop/eBay bid, the "neural computer" concept, and insights from founders in AI, crypto, and deep tech.
May 1, 2026
Big Tech earnings reveal massive AI CapEx. Google's full-stack approach wins, Microsoft is steady, AWS reaccelerates, & Meta's spending spooks investors.
NYT reporter Mike Isaac gives an inside look at the OpenAI vs. Musk trial, detailing legal strategies, courtroom drama, and jury dynamics.
Big Tech earnings reveal a fractured AI narrative as cloud booms. Plus: inside the Musk v. OpenAI trial & insights from Anduril and Lightspark.
April 30, 2026
Stripe founders on the AI-driven startup boom, detailing new products for agentic commerce, usage-based billing, and stablecoin integration.
Tech earnings quad-kill! Analyzing the AI CapEx-to-profit race for Google, MSFT, Amazon & Meta. Plus, the viral Red vs. Blue button dilemma.
April 29, 2026
TBPN covers Big Tech earnings, the viral Red/Blue Button dilemma, and interviews founders on their latest funding rounds in AI, crypto, & defense.
April 28, 2026
In-car surveillance to prevent drunk driving is coming, but accuracy challenges and privacy fears make its proposed 2027 mandate complex.
Blackstone's Jon Gray on AI investing, AWS on enterprise agents, a debate on in-car surveillance, and the future of the creator economy.
April 27, 2026
China blocks Meta's $2B Manus deal in a major geopolitical AI move. Plus, Meta invests in space solar, and a look at the placebo mindset.
F1's Zak Brown, Icon's Will Hurd, AMD's Anush Elangovan, Rainmaker's Augustus Doricko, and developer Rick Caruso discuss tech and strategy.
April 25, 2026
Intel's stock rips on AI agent demand, flipping the CPU:GPU ratio. Also, Thrive Capital launches an 'eternal' fund and GPT-5.5 shows promise.
April 24, 2026
Gary Vaynerchuk argues the AI revolution is creating a 'barbell' opportunity, fueling a massive resurgence in analog businesses and experiences.
Intel rips on AI agent demand, Cursor's financials revealed, Thrive bets on analog, and guests George Kurtz & Gary Vaynerchuk offer insights.
April 23, 2026
Thoma Bravo's massive Medallia loss, OpenAI's new GPT-5.5, and Bob Iger's return to Thrive Capital.
Thiel Fellowship GigaStream! Meet founders building autonomous forklifts, AI fraud detection, & more. Plus: GPT 5.5 drops & Thoma Bravo's $5.1B loss.
April 22, 2026
Breaking down the SpaceX-Cursor partnership, the creative leap in ChatGPT Images 2.0, and a bizarre fake bear insurance scam.
Breaking down the SpaceX/Cursor deal, Images 2.0 reactions, AngelList's USVC launch, and insights from leaders at Adobe, Vast Data, and more.
Apple's CEO change: Tim Cook out, John Ternus in. A dissection of Cook's operational legacy, Ternus's hardware prowess, and Apple's AI hurdles.
April 21, 2026
Tim Cook retires, John Ternus becomes Apple CEO. Plus, insights from founders at Airtable, Spellbook, Osmo, and Blue Energy on AI and tech.
April 20, 2026
Salesforce & Verizon CEOs clash on AI's impact. Benioff sees value augmentation, while Schulman predicts 30% unemployment. Plus, a Blue Origin mishap.
CEOs clash on AI's impact on SaaS & jobs. New startups launch agentic home screens & enterprise solutions, while the UK unveils a sovereign AI fund.
April 16, 2026
Jensen Huang vs. Dwarkesh Patel on NVIDIA's moat & AI chip geopolitics. Plus: Cursor partners with xAI, new AI models, and Reed Hastings exits Netflix.
Kevin Hart discusses building his tequila brand, Gran Coramino, through authentic partnerships, hands-on work, and strategic market disruption.
Jensen Huang debates NVIDIA's moat with Dwarkesh. Plus, Kevin Hart's tequila playbook & insights from founders in AI agents, fintech & robotics.
Allbirds pivots to an AI meme stock, Snap lays off 16% to chase profitability, and Amazon buys Globalstar for $11B to challenge SpaceX.
April 13, 2026
Artemis II's triumph & a viral Nutella jar spark unity and commercialization debates, while the US-China AI race heats up over safety pacts.
Recapping Artemis II's success, debating AI's societal impact & global safety, and exploring the future of tech with Peter Diamandis.
April 11, 2026
Grüns founder Chad Janis reveals how he sold his supplement brand to Unilever for $1.2B through novel innovation, team autonomy, and ops mastery.
April 10, 2026
SpaceX's AI spending leads to losses despite a profitable core. Will AI create unemployment or leisure? Plus, a bizarre chimp civil war.
SpaceX's AI bet, a chimp civil war, Ferrari's brand moat, Grunz's $1.2B exit, and insights on genetic tech, nuclear energy, & social apps.
Andy Jassy's shareholder letter frames Amazon's long-term AI strategy, comparing the tech's impact to electricity amid a broader AI race.
April 9, 2026
Binance's CZ discusses his book, US crypto regulation, the synergy of AI and blockchain, and why Satoshi's anonymity is a strength for crypto.
Meta's AI comeback with closed-source Muse Spark. Anthropic's 'dangerous' Mythos model debuts, sparking debate on responsible AI release.
April 8, 2026
Meta drops closed-source AI Muse Spark, rivaling Anthropic's Mythos. The show covers supply chain attacks, prediction markets, and tech policy.
Meta's "token maxing" culture, Intel's TeraFab project with Musk, and Frontier AI labs uniting to combat model copying in China.
April 7, 2026
Coatue's Thomas Laffont discusses his journey from CAA mailroom to tech investor, his first-principles approach, and his views on AI's impact.
Meta's "tokenmaxxing," Intel's Musk partnership, an SF street auction, and insights from VCs Thomas Laffont and Zach Kukoff.
April 6, 2026
Debunking the $1B one-person company, China's pork overproduction in 'swine-scrapers,' and the US military reverse-engineering Iranian drones.
A deep dive into the $1B GLP-1 startup saga, the AI job boom, China's 2030 tech ambitions, and the future of defense and enterprise AI.
April 3, 2026
OpenAI acquires TBPN, which will maintain editorial independence. Plus, Artemis II's historic moon mission & a $1.8B company run by 2 people using AI.
April 2, 2026
TBPN announces its acquisition by OpenAI. The episode also covers the Artemis II launch, a 2-person $1.8B company, and guest tech leaders.
This episode covers the Artemis II launch, Jamie Dimon's plan to rescue the American Dream, and an activist investor's campaign to revive Snap.
April 1, 2026
Apple's Eddie Cue on building winning products, from the first online store and iTunes to F1 content. A deep dive into Apple's innovation.
Eddy Cue on Apple's 50th, Artemis II launch, Jamie Dimon's economic vision, an activist push to save Snap, and a potential SpaceX IPO.
AI video is the new meme format. Major cyber risks surface with the Axios NPM hack and Claude code leak. Google warns of quantum threats to crypto by 2029.
March 31, 2026
Major cyber threats emerge with the Axios NPM hack and Claude code leak, while Google's quantum research accelerates the crypto risk timeline.
A lawsuit argues social media features, not content, are addictive. The hosts debate this using the failed Sora app as a placebo trial.
March 30, 2026
Despite market fears, Nvidia is perfectly positioned for the AI race, driven by exploding inference demand, strategic acquisitions, and supply chain dominance.
TBPN covers the lawsuit against Meta & Google, NVIDIA's market position, the SaaS sell-off, and interviews with founders from Granola & Console.
March 28, 2026
Novartis's $2B Xcelergy deal highlights the biotech playbook. Meanwhile, Anthropic unveils its powerful "Mythos" model and wins against the Pentagon.
March 27, 2026
TBPN covers a $2B pharma deal, Anthropic's Mythos model, OpenAI's ad success, and defense tech. Plus, AI Director Billy Boman shares insights.
SALT & STONE founder Nima Jalali on building a CPG brand from pro snowboarder to a major exit through product obsession and relentless focus.
Arm bets $15B on making its own chips, Sanders & AOC target datacenters, and a landmark ruling finds Meta & YouTube's app designs harmful.
March 26, 2026
ARM pivots to CPUs amid a data center ban debate. Meta & YouTube are found liable for addiction. Features interviews with founders of Plaid & Suno.
March 25, 2026
Debating Benchmark's 'Ship of Theseus' dilemma post-Uber, OpenAI's strategic shutdown of the Sora app, and buzzing SpaceX IPO rumors.
TBPN discusses Benchmark's 'Ship of Theseus' dilemma, the rumored SpaceX IPO, Sora's app shutdown, new Arc AGI benchmarks, and SF's AI-fueled housing boom.
March 24, 2026
Recapping the peptide debate, analyzing John Ternus as Apple's next CEO, and breaking down OpenAI's new $1B nonprofit for AI safety.
TBPN's Hill & Valley stream: Tech leaders discuss AI's energy needs, the hardware revival, the new space race, and Apple's succession plan.
March 23, 2026
Martin Shkreli & Max Marchione debate the peptide craze, clashing on FDA approval vs. gray market legalization and scientific vs. anecdotal proof.
TBPN hosts a heated peptide debate, breaks down Elon Musk's lunar mass driver vision, and explores AI's role for CEOs and entrepreneurs.
March 21, 2026
Jeff Bezos's $100B AI fund aims to revive US manufacturing, while a Super Micro co-founder is arrested for smuggling NVIDIA chips to China.
March 20, 2026
Bezos's $100B AI fund, SMCI's GPU smuggling scandal, and insights on AI's impact from the CEO of Reddit and the White House's tech advisor.
March 19, 2026
Samsung's $70B chip bet, Apple's quiet AI win, and Bezos's $100B fund signal massive capital shifts towards AI hardware and monetization.
Samsung bets $70B on AI chips, Mark Cuban on agent-driven startups, Sequoia's Carl Eschenbach returns, and Apple's quiet AI revenue.
Mark Cuban discusses the rise of AI agents, his contrarian take on humanoid robots, the future of self-driving cars, and his business ventures.
March 18, 2026
Nvidia restarts China chip sales amid geopolitical strategy, Apple cracks down on 'vibe coding' apps, and a fierce debate erupts over peptides.
NVIDIA restarts H200 chip sales to China, Apple cracks down on AI coding apps, and the great peptide debate heats up. Guests from DoorDash & Paradigm.
March 17, 2026
OpenAI cuts 'side quests' to focus on its enterprise main quest, mirroring a classic Big Tech dilemma. Also: NVIDIA's GTC news & a $1B prize.
OpenAI pivots to enterprise, a software private credit bubble looms, and guests discuss the US defense re-industrialization and AI cybersecurity.
March 16, 2026
AI helps treat dog cancer, sparking debate on democratized biotech. Is the AI spend a bubble? Ben Thompson says no, agents are the revolution.
AI vs. dog cancer shows democratized biotech's potential. Plus: Ben Thompson's 'no bubble' AI thesis, Oscars takes, and the AI arms race.
March 14, 2026
This week: Tall Poppy Syndrome's impact on innovation, xAI's turbulent rebuild, ByteDance's Blackwell chip acquisition, and luxury aquariums.
March 13, 2026
Travis Kalanick unveils ADAMS. CEOs from Spotify, Palo Alto Networks & Ramp join to discuss AI, capital wars, and building global platforms.
Uber founder Travis Kalanick is out of stealth, rebranding his company to Adams and expanding into physical AI for food, mining, and transport.
March 12, 2026
Palantir CEO Alex Karp discusses AI's impact on white-collar jobs, the rise of neurodivergence, and the need for radical societal and educational reform.
Live from AIPcon, experts from finance, defense, and tech discuss AI's impact, Palantir's growth, and Alex Karp's warning on job loss.
Oracle's AI infrastructure bet pays off with blowout earnings. We revisit Larry Ellison's wild 1997 Vanity Fair profile and satirize tech M&A.
March 11, 2026
Oracle's AI-driven earnings surge, Ellison's media play, Block's AI layoffs, and major VC rounds for Replit, Lux Aeterna, and Histosonics.
Thinking Machines partners with NVIDIA, Meta acquires Moltbook, and BYD mulls F1 entry. Plus, major AI funding rounds & Anthropic's legal drama.
March 10, 2026
Nvidia backs Thinking Machines, Meta buys Moltbook, and VCs fund Juicebox & LaGora. Plus, insights on Archer's flying cars and BYD's F1 plans.
Alex Epstein breaks down the geopolitical threat to the Strait of Hormuz, which controls 20% of global oil, and outlines strategic responses.
March 9, 2026
Oil price shocks threaten the AI build-out via macroeconomic pressure, not direct costs. Also, Sundar Pichai's new $692M pay package.
TBPN covers the oil crisis's impact on AI, Sundar Pichai's $692M deal, the rise of AI agents, and new VC bets on hard tech and services.
March 7, 2026
GPT-5.4 sparks 'personal singularity' moments, the Iran war pressures oil and VC funding, and a look inside secretive luxury real estate.
March 6, 2026
GPT-5.4 hype, oil spikes from the Iran war, Anthropic's CEO apologizes, Ferrari's EV future is debated, and a new implant restores sight.
Revisiting Daniel Gross's prescient 2024 AGI predictions, from NVIDIA's rise to copper's surge. Plus: Trump's new chip export controls.
March 5, 2026
Revisiting Daniel Gross's AGI predictions, analyzing SpaceX's $1.75T IPO target, Apple's new products, and Anthropic's political turmoil.
Apple's new budget MacBook defies 'Ramageddon' while OpenAI partners with the Pentagon, leaving Anthropic in a tense standoff with the government.
March 4, 2026
Apple's strategy to dodge AI costs, Anthropic vs. the Pentagon, NASA's private sector push for the moon, and Skydio's crime-fighting drones.
Netflix's savvy Warner Bros. play, Zuck's $170M FL move from CA's wealth tax, and a new national billionaire tax proposal.
March 3, 2026
Ellison's $111B Warner Bros. bet, Ken Burns on filmmaking, and AI's disruption of SaaS and Hollywood. A deep dive into media consolidation.
The US gov't halts use of Anthropic AI over control disputes, Paramount wins the bidding war for Warner Bros., and OpenAI raises a record $110B.
March 2, 2026
Anthropic vs. DoD heats up as Ben Thompson analyzes the tech-sovereignty clash. Plus: Paramount's winning bid, OpenAI's $110B round & more.
Ben Thompson argues Anthropic's idealism clashes with realpolitik. As AI becomes a true source of power, it will inevitably confront state authority.
February 27, 2026
Nvidia's earnings beat, Block's shocking 40% AI-driven layoff, and the ongoing 'Saspocalypse' debate. This episode dissects AI's market impact.
February 26, 2026
NVIDIA earnings soar, Block cuts 40% of staff citing AI, and interviews with Howard Marks, Kenn Ricci, and tech founders on market cycles & AI.
This episode covers the AI adoption paradox, big tech's energy pledge, Anthropic's safety pivot, and unprecedented capital concentration in AI labs.
February 25, 2026
Nvidia & Salesforce earnings, a Fed paper on AI's real impact, and Anthropic's safety pivot. A deep dive into the AI market's current state.
Bill Gurley on his new book, why college kills creativity, how AI is a superpower for the curious, and the risks of mega-funds in venture capital.
February 24, 2026
Unpacking the Citrini discourse, AI's narrative-driven market, Ben Thompson's rebuttals, and major tech deals from Meta, AMD, and Anthropic.
TBPN breaks down the Citrini memo chaos, SaaS fears, and AI's real impact with Stripe's Collison brothers, Bill Gurley, and unicorn CEOs.
Analyzing the Citrini AI sell-off, the disconnect between market hype and economic reality, and arguments for institutional inertia.
February 23, 2026
The viral Citrini essay sparks a market sell-off, igniting debates on AI's economic impact and parallels to the dot-com bubble's predictions.
Guest Elah discusses his viral article on how AI-driven white-collar job loss could trigger a global market sell-off and economic contagion.
February 21, 2026
Public backlash against AI and datacenters is growing. Proponents must reframe the narrative around economic benefits and community integration.
February 20, 2026
LIVE from NYSE: Palmer Luckey launches Erebor Bank, Ryan Petersen breaks down the Supreme Court tariff smackdown, and a dive into data centers.
Palmer Luckey on launching his US-aligned bank Erebor, the optimistic future of VR, and his new retro console, the M64.
The SaaSpocalypse is cancelled as strong firms adapt to AI. Plus, Netflix and Paramount enter a bidding war for Warner Bros., and Zuck's trial.
Figma CEO Dylan Field discusses strong earnings, new code-to-design features, Figma Make's growth with non-designers, and AI's role in creative differentiation.
February 19, 2026
The SaaSpocalypse is cancelled as AI bifurcates the market. Also: Palantir's jet bill, the WBD/Netflix bidding war, and celebrity AI takes.
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.
