John Arnold Joins, 4 Tech Arguments (Number 3 Will Shock You)

TBPN · · 2 hr 17 min

John Arnold, commodities trader and co-founder of Arnold Ventures, joins TBPN to debate Microsoft's AI agent, gambling products targeting young people, and what is really driving interest rates.

Watch the episode 2 hr 17 min · YouTube

The gist

  1. Microsoft's Autopilot agent has a real shot because hundreds of millions of enterprise users on Outlook and Office will simply get it rolled in.
  2. Gambling apps, options trading, and one-minute crypto bets have removed all friction and now function like slot machines, Arnold argues.

What they recommend · 2 picks

Adventure Capitalist Media & entertainment

"Like Adventure Capitalist. Yeah, I played Adventure Capitalist and you just click a button and it's like, open lemonade stand, and then by the end you're farming robots on the m..."

Codex AI tools

"I actually went to Codex and was like, find a bunch of apartments that could potentially be on the market for way below market rates because there are public filings of the loan..."

John Coogan ·98 creators recommend it·John's AI tools →

Made by someone on this episode

Burn the Runway · John Coogan's — A startup-themed browser game created by one of the TBPN co-hosts w...

Also mentioned

5:35 Meta AI · "Is it going to compete directly with Meta and Muse or will it be a different thing entirely because it..."
6:49 OpenClaw · "It's a hardened version of OpenClaw. The agent gets its own computer workspace and memory to work..."
8:52 Xbox Live · "Call of Duty, Microsoft, Xbox Live. These are the consumers. Xbox is still like pretty anti-AI."
9:20 Grand Theft Auto · "Grand Theft Auto 6 is coming out. I want you to pre-order it, get it installed, and open it up and do the..."
13:21 Claude Code · "We saw Claude Code and Codex and Cursor and a bunch of other companies. Cognition really defined that era."
13:21 Cursor · "We saw Claude Code and Codex and Cursor and a bunch of other companies. Cognition really defined that era."

Ads in this episode

Public, Shopify, MongoDB, Railway, Figma, Cisco, New York Stock Exchange, Codex, Console. They're paid, so we keep them out of the picks above.

See what TBPN recommends without being paid →

◎

Related episodes

Episodes covering similar topics

Follow Jordi Hays

Free email updates