TBPN
FollowEverything TBPN personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"There's a lot of like very interesting work around hey I'm on ChatGPT my ChatGPT is browsing around but hey it wants to buy things for me."
"Meek is dropping that into what looks like Claude saying you're not in that 88%. You already skipped the whole bottom of the pyramid."
"I also ran my favorite benchmark fried rice shrimp fried rice bench. I said 'Tell me a joke' and it gave a hyper specific example based on my life about Malibu appropriate surf puns"
"I've enjoyed making some videos in Sora. I've never enjoyed having to go to a separate app. I want all of that to live in one place."
"And what's in your case on the Apple Vision Pro? I did watch two movies last weekend in VR fully. I'm probably the only person. I think it's amazing"
"I was trying to use Grok in the X app to just take an article, paste it into Grok and say, 'Hey, can you read this to me?'"
"Even right now you can just ask Codex whatever you're building something like are there errors or are there you know security problems and it will solve them."
"I would copy them, put them into 11 reader from 11 Labs and have it read it to me in sort of a silly voice."
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Recent episodes
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"Allbirds is turning into an AI compute provider because of course it is"
"Apple App Store is also drowning in AI slop. People are treating the app store like a medium blog spitting out apps"
"the BMW XM, which is their top-of-the-line most expensive SUV, which is, you know, been sort of panned because it's overpriced, underpowered"
"This is real. It was like always this picture of Johnny Depp coming out of the ocean which they didn't have the rights to use. They would not partner with Johnny Depp. and then something about brain boosting or like limitless pill make you a genius that type of marketing"
"Mass ChatGPT cancellations thanks to OpenAI becoming the government AI supplier."
"many parents are even turning in the school-issued Chromebooks or laptops and saying, 'No, we're going back to paper.'"
"They adapted a ton of video games, Final Fantasy, Doom, and they all did okay financially, but almost all of them were panned critically."
"They adapted a ton of video games, Final Fantasy, Doom, and they all did okay financially, but almost all of them were panned critically."
"Humane has sold to HP. It seems like they're not working on that product anymore, the pin, the AI pin."
"I think they were short infosys which is an IT outsourcer."
"It definitely looked like his first ever bite of a burger. Yeah, it's not a strong performance."
"Last week the New York Times broke down the story of Medv a telehealth provider of GLP1 weight loss drugs."
"California jurors say the tech companies designed their apps to cause injury to kids."
"Look, it would be easy to dunk on my very expensive, staggeringly incompetent glasses"
"I have two Microsoft Outlooks and neither one of those are working."
"Trevor Milton, of course, was convicted and then pardoned for defrauding investors in his truck company, Nicola."
"They literally told me like open up QuickTime and turn it into an MP3. I was like no no no I want you to do that."
"A lot of these bigger funds, they've been like running around with players like SSNC, which I call like the evil empire, which is basically like you're using them and all of your data is kind of trapped."
"SMIC Super Micro Computer Inc. the co-founder. They caught him. They caught him red-handed."
"the free tier of Zoom where you couldn't fathom it. You're clearly going to go long on the meeting and Zoom's just like, 'Goodbye. It's over.' It kicks everyone out with no notice"
"iPads with kids just have really bad aesthetics. Kid with an iPad just zoning out, right?"
Showing 413 of 1146 recommendations
Clear filters"The semi analysis team obviously they recontextualized the two clips and added the beat to get the video going."
"Cursor today that they're teaming up with xAI to potentially train the next version of Composer"
"The financial figures include XAI, the Elon Musk founded artificial intelligence company that SpaceX acquired in February"
"Would you expect XAI/SpaceX at any point to get to basically just open up a shop as like a neocloud"
"XAI training foundation models trying to make a consumer app. We chat with it as well as, you know, solve math and physics."
"XAI training foundation models trying to make a consumer app. We chat with it as well as you know solve math and physics"
"OpenAI announced Codex for almost everything. It can use apps on your Mac, connect to more of your tools."
"OpenAI has acquired Astral who will be joining the Codex team"
"which is why Codex is accelerating"
"they clearly need to be in the harness business too which is why Codex is accelerating."
"The agents framework, the open Clauses, the Codexes and the Claude codes that all did another 10x in token volume."
"The open clause the Codex and the Claude codes that all did another 10x in token volume."
"It feels like a great mix of Opus and Codex. Fast, conversational, great instruction following. However, it seems to lack a bit of the eagerness of Opus and precision of Codex."
"I was in Codex desktop today. 5.4-codex is not available. I still only have 5.3 codecs."
"I'm on Codex, I'm on Claude, I'm on Codex, I'm on Claude back and forth."
"Obviously everyone here on the show is familiar with Cognition, the makers of Devon."
"we're on team.com. You can visit our office"
"Reed Hastings is stepping off the board of Netflix and the stock is down tremendously."
"I mean for a long time we used Netflix"
"I believe it's also on Netflix. The stream title is just we are about to fly around the moon."
"I believe it's also on Netflix."
"Like Netflix has been increasing prices and when they're at $9.99 a month or something, it's very normal"
"artificial intelligence in the machine learning context has been recommending people what to watch on Netflix for two decades"
"Throw on Netflix, play a game, do something."
"Netflix is up 22%. The stock shareholders hated the idea."
"Netflix is up 22%. The stock the shareholders hated the idea."
"Netflix was able to force one of its rivals to overpay for another one of its rivals putting them into a messy long process of unification and got paid 2.8 billion for it"
"They have an incredible amount of supply chain guarantees from TSMC."
"You know I've personally been in Taiwan many times, visited TSMC"
"It feels like TSMC is not ramping capex nearly fast enough over the next few years"
"There's a lot of patents that have been licensed to ASML, to TSMC."
"there's a lot of patents that have been licensed to ASML to TSMC"
"They're second in the semiconductor foundry business to TSMC."
"Why would China invade Taiwan when they need to keep TSMC's manufacturing facilities online?"
"Chip on wafer on substrate that is TSMC's secret sauce that is the most gating factor in scaling TSMC's 2 nanometer chip production."
"TSMC's 2 nanometer chip production. It's what allows them to package HBM and the GPU all on one chip."
"Tyler was in Arizona over the weekend and sent us a very cool picture of him out at TSMC. It was massive. Massive facility."
"Claude announced Claude Opus 4.7, our most capable opus model yet. It handles long running tasks with more rigor."
"And then Meek is dropping that into what looks like Claude saying you're not in that 88%. You already skipped the whole bottom of the pyramid."
"Anthropic Claude, right? So now they're I think if you play like that, you could potentially discover many flaws"
"what Okay. What does it mean if if the entire company has been like maxing their their Claude tokens?"
"Meta employees have been maxing their Claude tokens over the past month"
"Meta Staff used 60.2 trillion tokens over 30 days, which would pencil out to about a third of Anthropic's ARR"
"Gemini Claude and ChatGPT but not Grok are told that today is March 32nd"
"he's gone on like this big tear of like promoting AI. Specifically, Claude"
"Everyone's like oh okay there's Claude versus cloud code."
"cloud code where like it can interact with my desktop interact with local files"
"Would trust OpenClaw more than Manis after the meta acquisition with private data."
"Maybe I use Gemini, maybe Claude, maybe OpenAI, maybe ChatGPT."
"The open clause the Codex and the Claude codes that all did another 10x in token volume."
"Claude went from like 26th to 18th or it started climbing then and then you're right the the Department of War narrative really really shot up."
"Maize says, 'Imagine autonomous weapons powered by this.' Got a screenshot from Claude. Opus46 says, 'Tell me a color and I'll try to guess it.' Claude says, 'Blue.'"
"Claude going viral across non-tech people as a result. Number one on the app store."
"I'm on Codex, I'm on Claude, I'm on Codex, I'm on Claude back and forth."
"The US Treasury is terminating all use of anthropic products, including the use of Claude within our department"
"The Defense Department and other agencies using Anthropic's Claude models will have a six-month phase out period"
"you end up seeing things on TikTok that maybe are generated on the fly and no one else will ever see that video"
"Sora app was basically the same as TikTok, Instagram reels, YouTube shorts, snap"
"Now on day one you generate an AI video. You want to share it. You can share it on TikTok."
"TikTok algorithm loves it. They call it AI cinema"
"Nvidia has sort of looked like SpaceX's launch program. It's an incredible technology with very few viable alternatives."
"The Elon Musk controlled satellite business has been launching satellites designed to connect to consumer devices."
"The race is heating up between Amazon and SpaceX"
"every venture capitalist is looking at three things: the IPOs of SpaceX, Anthropic and OpenAI this year"
"SpaceX aims to file IPO as soon as this week. Yes, I know everyone is excited for the S1."
"Was it before SpaceX? Yeah. Before SpaceX."
"he's doing sports cars, cyber trucks, you know, Model 3, Model Y, just consumer cars, space, internet, space data centers, space launch capacity"
"Blue Origin that always has felt behind SpaceX for two the two decades that it's been operating"
"Cursor plans to use XAI's infrastructure to train its Composer 2.5 code."
"We are seeing a lot of anger from them to have their own code their own cursor write their own shiny object"
"How much of my spend per developer on cursor openai and anthropic is happening"
"I know you guys have talked about like open Cursor before"
"They're paying more cursor"
"Cursor is out with Composer 2. It is frontier level at coding priced at 50 cents per million input tokens."
"We just saw this with cursor everyone's like cursor is over it's dead and then you see okay well they just hit 20 two billion ARR oh 25% month over month and it's like actually things are fine."
"Cursor's internal analysis shows how hard Anthropic is subsidizing Claude code."
"I'm so excited for the cursors of the world. The overall market is growing so quickly that we're still going to see insane growth from the cursors of the world."
"After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality. Developers may no longer need a code editor at all."
"Cursor sees the timeline turning against them, quietly give Bloomberg a two billion ARR press release. Their annual revenue topped two billion."
"Their annual revenue topped two billion in February according to a source, a figure that underscores the fast growth of the coding assistant."
"Blackwell and Rubin are incredibly powerful chips. They're clearly on the leading edge there."
"T plans to tap Blackwell processors that are barred for export to China."
"Zach has this app, Share Aura. It's a running focused app. They now have a feature where people can basically go on a run. It's like a live stream of your run"
"they invested in SpaceX and Waymo and a bunch of other projects"
"Waymo is superior to Uber in literally every way that matters to consumers: smoother, safer, more reliable, no chatty weird rude drivers, private quiet self-driving car services."
"Waymo is superior to Uber in literally every way that matters to consumers. Smoother, safer, more reliable."
"but then Waymo seemed to do a lot of teleoperation and it seemed to sort of work"
"PCI will receive Waymo stock with a target value of 130 million"
"within Pinterest, the app that Ben Silverman founded, it has more squares within the square"
"Spent 17,000 on Pinterest, 266,000 on Reddit"
"CUDA is a programming model that enables GPUs to accelerate demanding workloads by parallelizing computation."
"This is the 20th anniversary of CUDA. We've been working on CUDA for 20 years"
"We saw that report from Uber that they blew through a year of budget on AI tools in just a couple months."
"Uber survived. It's 150 billion market cap. It's bigger than when Travis was ousted, but getting a 2x over a decade is not what people were expecting."
"Uber survived. It's 150 billion market cap. It's bigger than when Travis was ousted, but getting a 2x over a decade is not what people were expecting."
"Uber and Rivian have announced deal. Uber is going to invest 1.25 billion in Rivian and deploy up to 50,000 R2 robo taxis"
"Uber exists because there was like a GPS API that you could just call within an iOS application."
"Uber exists because there was like a GPS API that you could just call within an iOS application."
"If you wanted to understand what was happening in the markets you turn on CNBC right it's always on."
"The race is heating up between Amazon and SpaceX."
"Advise with SpaceX's dominant Starlink network"
"Starlink works. It was the first LEO constellation for satellite internet. Had turned into a huge business. Wound up being a great technology."
"Starlink works. It was the first LEO constellation for satellite internet had turned into a huge business. Wound up being a great technology"
"So he wants like a direct Starlink competitor"
"Concentrate AI partnerships on clear winners like Gemini, OpenAI and Anthropic."
"but they have partnerships with Open AI, Anthropic, and uh Gemini at this point"
"XAI, the AI model company he founded to rival OpenAI"
"every venture capitalist is looking at three things: the IPOs of SpaceX, Anthropic and OpenAI this year"
"OpenAI is probably the most important company in the world today in the sense that it's the driver of AI"
"OpenAI acquires TVPN accelerating global conversation about AI"
"OpenAI acquires TBPN, accelerating the global conversation about AI."
"OpenAI acquires TBPN, accelerating the global conversation about AI."
"ARM is going to be making the chips themselves and they're going to be working with Meta Platforms and OpenAI."
"OpenAI is offering private equity firms a guaranteed minimum return of 17.5% as well as early access to models not yet in public release."
"So I was titled the first security hire at OpenAI uh back in 2019"
"OpenAI's Fiji Simo told staff last week that the company could not afford to be distracted by side quests. Main quest only."
"OpenAI does not yet. Meta does not yet. Meta is a hyperscaler like they build huge data centers."
"OpenAI has a million square feet of offices. You add them all up, it's only four trillion."
"We're expecting new devices from OpenAI, right? Teasing the puck, time, whatever you want to call it."
"OpenAI is buying three to four times more memory than it could possibly need in the short term."
"OpenAI raised a $10 billion round of funding from Amazon, Nvidia, and SoftBank"
"It's going to be much easier for them to onboard to a Gemini or an OpenAI or a Grok very quickly"