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

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

TBPN · Jan 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.

Personal AI Agents Find Their Edge in Arbitraging Commercially Unviable Tasks

AI agents like Claude Bot can execute personalized tasks, such as building a custom news aggregator from paywalled subscriptions, that would violate terms of service for a business but are feasible for an individual. This "arbitrage" is a key driver of their utility.

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

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

TBPN·24 days ago

The U.S. Strategically Uses Stablecoins to "Dollarize the World for Free"

The US is embracing stablecoins to maintain the dollar's global dominance. By enabling easy access to digital dollars worldwide, it creates new, decentralized demand for US treasuries to back these stablecoins, offsetting reduced purchasing from foreign central banks.

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

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

TBPN·24 days ago

The Future of AI Video Is Interactive "Talkable" Agentic Experiences

AI video is evolving from passive generation to active engagement. Synthesia's new products focus on the intersection of video and AI agents, allowing users to, for example, watch a training video and then enter a role-playing simulation with an AI to test their comprehension.

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

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

TBPN·24 days ago

Private Sector Demand, Not Government Funding, Is Driving the Nuclear Renaissance

Today's nuclear energy boom is propelled by strong commercial demand from AI data centers and defense, not government R&D. This market-driven "demand pull" for energy is finally creating the business case for advanced and small modular reactors.

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

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

TBPN·24 days ago

Claude Bot's Technical Hurdles Will Prevent Mainstream Consumer Adoption

While generating significant online buzz, Claude Bot's installation requires comfort with terminals and API keys, creating a high barrier for the average consumer. Its current product-market fit is limited to developers and technical users, not the mass market.

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

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

TBPN·24 days ago

Claude Bot Represents a "Napster Moment" for AI Agents, Preceding Polished Consumer Products

Like Napster demonstrated file sharing before iTunes perfected it, Claude Bot shows the potential of universal AI assistants. A mainstream breakthrough will require significant simplification, business model innovation, and platform deals, a process that could take years.

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

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

TBPN·24 days ago

OpenAI's 4% Checkout Fee Risks Taxing Merchants' Organic Discovery

While a 4% fee seems reasonable for new customer acquisition, it becomes a burden if users who discovered a product organically then use ChatGPT for checkout convenience. This dynamic forces merchants to pay OpenAI for customers they didn't acquire through the platform.

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

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

TBPN·24 days ago

The Mac Mini Is Emerging as the Ideal Home Server for Personal AI Agents

Users are choosing the Mac mini to run Claude Bot because it's an affordable, reliable, always-on device that offers crucial native iMessage integration. This allows them to control their desktop-based AI from their phone, effectively turning the Mac mini into a personal server.

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

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

TBPN·24 days ago

Claude Bot's Root Access Creates Unacceptable Security Risks for Enterprise Adoption

By integrating with messaging and files, Claude Bot creates attack vectors for social engineering, such as executing fraudulent wire transfers. This level of risk makes it impossible for major tech companies to release a similar product without solving complex security and containment issues first.

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

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

TBPN·24 days ago

OpenAI's Initial ChatGPT Ads Lack the Sophisticated Attribution Advertisers Expect

Unlike Meta or Google, OpenAI's early ad offering for ChatGPT will not provide detailed attribution data or conversion tracking. Advertisers will only receive high-level metrics like impressions and clicks, a significant step back from the granular performance measurement they are accustomed to.

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

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

TBPN·24 days ago

NVIDIA's $2B CoreWeave Investment Secures Its Influence Across the AI Stack

NVIDIA's additional $2B into CoreWeave is more than a customer investment; it's a strategic play to participate in every layer of the AI ecosystem. By funding infrastructure build-out, NVIDIA ensures sustained demand for its chips and solidifies its central role in the industry.

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

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

TBPN·24 days ago

Alex Honnold's Netflix Climb Missed Millions in Personal Sponsorship Revenue

Alex Honnold was reportedly paid only $500k for his live Netflix climb, a fraction of its potential value. By not selling sponsorships on his gear or helmet—a standard practice for F1 drivers—he left millions on the table, as Netflix's deal structure likely allowed for such personal endorsements.

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

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

TBPN·24 days ago

China's Military Purge Signals Internal Power Struggle, Not Foreign Espionage

The official narrative of China's top general leaking nuclear secrets is likely a cover for a deeper power struggle between President Xi and the military establishment. The ongoing purges are a sign of internal conflict for control, making an invasion of Taiwan less likely due to a destabilized command structure.

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

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

TBPN·24 days ago

Synthesia's Enterprise Focus on Internal Videos Creates a Defensible Niche

Synthesia avoids the competitive consumer AI video market by targeting internal corporate communications. Use cases like complex product explainers and training videos provide clear ROI for enterprises, allowing for multi-year contracts and strong revenue quality, unlike credit-based consumer models.

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

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

TBPN·24 days ago

OpenAI's Acquisition of Mac Integrator "Sky" Revealed Its OS-Level AI Agent Strategy

OpenAI's 2025 acquisition of Sky, an AI with deep macOS integration, shows its intent to build a product similar to Claude Bot. This move indicates a strategic shift towards AI agents that can directly interact with a user's apps and operating system.

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

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

TBPN·24 days ago