Episodes featuring TBPN
Browse episodes where TBPN appears as host or guest. View all episodes →
Palantir CEO Alex Karp talks about how AI is reshaping enterprise software, why human expertise still matters, and how the US can stay competitive against rivals like China.
The TBPN hosts break down Oracle's strong earnings, a 1997 Larry Ellison profile, the Paramount-Warner Brothers merger, and a global fertilizer crisis.
TBPN breaks down Oracle's 10% stock surge after earnings, covering its AI infrastructure growth, $553 billion backlog, and the case against common bear arguments.
TBPN covers Nvidia's deal with Thinking Machines, Meta's Moltbook acquisition, regulatory pressure on Anthropic, and BYD's possible Formula 1 entry.
TBPN covers Meta's Moltbook acquisition, Nvidia's deal with Thinking Machines, and Juicebox's $116M funding round, alongside broader trends in AI agents and enterprise adoption.
TBPN breaks down Meta's acquisition of Moltbook, a viral AI agent social network, and what it signals about Meta's broader AI strategy.
Alex Epstein joins TBPN to discuss how Iran's control of the Strait of Hormuz threatens global oil supply, and what military, economic, and diplomatic options exist to reduce that risk.
TBPN hosts break down the global oil shock caused by a Strait of Hormuz blockade, its ripple effects on inflation and AI buildout, and Sundar Pichai's new $692 million pay package.
TBPN discusses oil price spikes and their risk to AI datacenter buildout, then interviews Dr. Alex Wisner-Gross on whole brain emulation and mind uploading work at Eon Systems.
TBPN hosts explore how rising oil prices from conflict with Iran could slow AGI development by raising borrowing costs and reducing Middle Eastern investment in data centers.
TBPN covers OpenAI's GPT-5.4 release, the Iran war's effect on oil prices and Gulf investment, job losses, and luxury real estate and data center trends.
TBPN covers ChatGPT-5.4's benchmark gains, how Iran conflict oil price spikes may affect startup funding, and high-end Manhattan real estate.
TBPN hosts Tyler Cosgrove on the history of U.S. government nationalization, using past examples to frame current debates about how Washington might regulate AI development.
TBPN reviews Daniel Gross' 2024 AGI predictions two years on, covering who actually profited from the AI boom, chip export politics, and commodity signals.
Hosts John and Tyler review Daniel Gross's 2024 AGI predictions with guest Dan Primack from Axios, covering the IPO market, AI infrastructure winners, and semiconductor geopolitics.
TBPN hosts break down Anthropic being flagged as a US supply chain risk, covering Dario Amodei's leaked memo, the company's credibility problems, and broader debates over AI regulation and export controls.
Hosts John and Tyler review Daniel Gross's January 2024 AGI predictions to see how well they held up, covering chips, energy, real estate, and jobs.
TBPN covers major tech news from March 2026, including Apple's $599 MacBook Neo, OpenAI's Pentagon contract, and Anthropic being flagged as a U.S. defense supply chain risk.
TBPN discusses Apple's new low-cost MacBook Neo, a RAM shortage hurting competitors, and the Pentagon's clash with Anthropic over AI control and government oversight.
TBPN breaks down Apple's seven new device launches in 2026, covering pricing strategy, the RAM shortage crisis, and how Apple avoided the AI infrastructure costs hitting rivals.