Episodes featuring TBPN
Browse episodes where TBPN appears as host or guest. View all episodes →
Nvidia: Car or Not Car? Cursor + xAI, TSMC & ASML, LLM Riddles
This episode centers on Nvidia's market dominance and competitive moat following a heated debate between CEO Jensen Huang and venture capitalist Dario Amodei over whether Nv...
Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
This episode covers three major tech stories: Allbirds' absurd pivot from a failing shoe company to an AI compute infrastructure provider (stock up 774% on meme potential), ...
AI-birds, Snap's Next Chapter, Amazon + Globalstar, Uber & Waymo, The Smart Glasses War
This episode covers major tech industry pivots and strategic shifts, including Allbirds' controversial transformation from a shoe company to an AI compute provider (up 714% ...
Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN
TBPN covers three major stories: NASA's Artemis II mission successfully orbited the moon with precision timing, demonstrating American institutional capability at scale; an ...
The Case for Holidays, Artemis II Recap, Work vs Leisure, AI Backlash, Geopolitical Solutions
This episode recaps the successful Artemis 2 lunar mission, explores how AI-driven labor displacement could be managed through policy levers like federal holidays, and e...
Andy Dunn is Building the App to Get You Off Your Phone
Andy Dunn, founder of Bonobos and now Pi, discusses his new app designed to get people off their phones and back into real-world social connection. The episode covers Pi's p...
Chad Janis: How I Sold Grüns to Unilever for $1.2B
Chad Janis built Grüns from a Stanford dorm room idea into a $1.2B acquisition by Unilever in just 3.5 years by solving a fundamental problem: making daily supplements h...
SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN
The hosts discuss SpaceX's financial strategy of funding AI ambitions through profitable space operations, analyze whether **AI-driven automation creates unemployment or lei...
Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
Andy Jassy's 2025 shareholder letter positions Amazon as a dominant force in the AI infrastructure race, drawing parallels to Thomas Edison's electricity revolution and reve...
Binance’s CZ: We’ll Never Know Satoshi, and That’s Good
CZ, founder of Binance, discusses his new memoir written during his imprisonment and reflects on misconceptions about crypto, regulation, and Bitcoin's mysterious creator. T...
Jassy's Shareholder Letter, Frontier Model Rollouts, Data Center Debates, The Next AI Capability
Hosts and guests debate whether frontier AI models like Claude and ChatGPT should be gradually released to trusted institutions first (cybersecurity teams, infrastructur...
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
Hosts discuss Meta's AI comeback with the launch of Muse Spark, a closed-source frontier-level model that marks Meta's strategic shift away from open-source AI amid risi...
Meta Drops New Model, Mythos, RoboLamp
TBPN covers the latest AI model releases from Meta (Muse Spark), Anthropic (Mythos), and Elon Musk's xAI, plus policy headwinds facing app developers from Apple's ap...
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
This episode examines how Meta's internal token competition and massive AI spending ($1.6B+ annually on Claude API calls) signal a fundamental shift in how enterprise AI bud...
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
Thomas Laffont traces his unlikely path from Hollywood agent to legendary tech investor, revealing how lessons from casting actors directly apply to spotting transformational co...
Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong, Citrini
TBPN covers major AI industry developments including Meta's token-maxing internal competition that reveals massive spending on Claude API usage, Intel's partnership with...
The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
The TBPN hosts examine three major stories: the questionable valuation of Medv, a telehealth GLP-1 company claiming unicorn status through aggressive (and potentially illega...
We're Back! $1B GLP-1 Lessons. AI Funding Debates. China's 2030 Master Plan.
The hosts discuss the collapse of the Medv GLP-1 hype narrative, where aggressive marketing tactics—including 800 fake doctor accounts on Facebook—undermine what appeared to...
The Truth Behind the “Solo Founder Billion Dollar Company”
This episode deconstructs the viral New York Times story claiming Medv built the first billion-dollar solo-founder company, revealing how aggressive (and potentially illegal...
Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN
OpenAI has acquired TBPN, a daily three-hour live show focused on AI and business conversations, in a move to accelerate how the company communicates with builders and the broad...