Episodes featuring TBPN
Browse episodes where TBPN appears as host or guest. View all episodes →
TBPN and Andrej Karpathy discuss AI models becoming general-purpose 'neural computers' and Ryan Cohen's shaky $55 billion bid to buy eBay.
TBPN and Matty Hall discuss AI replacing traditional software, Ryan Cohen's $55B GameStop bid for eBay, and startups in home management, education, and carbon offsets.
TBPN breaks down Q1 2026 earnings from Google, Microsoft, Amazon, and Meta, covering AI investment returns, capex concerns, and how automation will reshape jobs.
New York Times reporter Mike Isaac breaks down the OpenAI vs. Elon Musk lawsuit, covering courtroom strategy, jury dynamics, and how legal narratives are built for non-expert audiences.
TBPN hosts and NYT reporter Mike Isaac dig into Q1 2026 earnings from Google, Microsoft, Amazon, and Meta, plus live coverage of the Elon Musk vs. OpenAI trial.
John and Patrick Collison of Stripe discuss how AI is driving a 71% surge in new business creation and what that means for payments, fraud, and financial infrastructure.
TBPN breaks down earnings from Google, Amazon, Meta, and Microsoft, asking whether their massive AI infrastructure spending can actually convert into lasting revenue before costs catch up.
The TBPN hosts break down the real story behind in-car drunk-driving detection mandates, covering how the technology works, its false-positive problem, and what it means for car buyers.
TBPN and Shira Lazar cover AI infrastructure investing, enterprise AI deployment challenges, and how OPEC dynamics and Strait of Hormuz risks are creating energy market opportunities.
TBPN covers China blocking Meta's $2B Manus acquisition, Meta's space-based solar partnership, and the growing role of AI assistants in daily decision-making.
Zak Brown from McLaren Racing, Rick Caruso, and others discuss F1's growth, AI in racing, 3D-printed construction, and AMD's challenge to Nvidia in AI hardware.
TBPN breaks down Intel's 20% after-hours stock surge, the shift toward CPU-heavy AI agent workflows, and what rising compute scarcity means for builders.
Gary Vaynerchuk joins TBPN to argue that AI is making digital content nearly free, which is pushing the smartest investors toward physical, analog businesses that technology cannot easily disrupt.
TBPN covers Intel's CPU comeback from AI agent demand, Cursor's $60 billion acquisition bid, and how analog experiences are pushing back against digitalization.
TBPN interviews 10 new Thiel Fellows who chose $250k fellowships over college to build startups in robotics, AI fraud detection, equity research, and recruiting.
TBPN breaks down SpaceX's deal to acquire AI coding tool Cursor for up to $60 billion, OpenAI's improved image generation, and other tech news.
TBPN hosts Joel Edwards and Darien cover SpaceX acquiring Cursor, Adobe AI tools, and AngelList's new retail venture fund USVC.
TBPN breaks down Tim Cook's exit after 15 years as Apple CEO and what John Ternus, a hardware-focused engineer, means for Apple's future in AI and beyond.
TBPN and Howie Liu from Airtable discuss Tim Cook's retirement, Apple's next CEO John Turnus, OpenAI's Image Gen 2, and building enterprise software in an AI-driven world.
TBPN hosts debate two opposing AI takes from Salesforce CEO Marc Benioff and Verizon CEO Dan Schulman, then cover Blue Origin's latest rocket setback.