Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN
TBPN, John Coogan, and Jordi Hays break down Microsoft's Autopilot launch, Xi Jinping's dinner with tech CEOs, AI ad ethics, and whether AI spending is pushing interest rates up.
The gist
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Microsoft Autopilot aims to be a personal AI chief of staff, but tech insiders are lukewarm despite Microsoft's huge distribution advantage.
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Hyperscalers and Nvidia debt issuance made up roughly 70% of total US Treasury bond issuance in 2026, possibly pushing interest rates higher.
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The 10-year Treasury yield at 5.18% is still below the historical average of 5.8% since 1960, so current anxiety may be recency bias.
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AI-generated ads for gambling apps could expose younger users to millions of betting promotions before age 18, raising addiction concerns.
Also mentioned
2:23
Bing
· "The lore on GPT-4 is that it was first available in Bing. GPT-4, the thing that — GPT-3.5 powered the..."
4:17
Claude Code
· "Just like when the models got good at code, the harness became very important. We saw Claude Code and Codex..."
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