Episodes featuring TBPN
Browse episodes where TBPN appears as host or guest. View all episodes →
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
The TBPN hosts discuss Oracle's strong earnings beat, particularly its explosive 84% infrastructure growth driven by major AI deals with OpenAI and Meta, positioning the...
FULL BREAKDOWN: Why Oracle's Stock is Exploding
TBPN breaks down Oracle's earnings beat and why its stock surged 10% following the company's announcement of aggressive AI infrastructure expansion. The episode examines Ora...
Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN
This episode covers major AI industry developments including Nvidia's multi-year partnership with Thinking Machines, Meta's acquisition of Moltbook, and regulatory press...
Deals Deals Deals, Meta Acquires Moltbook, BYD F1, Thinking Machines, Project Hail Mary
TBPN covers major tech deals and AI developments, including Meta's acquisition of Moltbook, Nvidia's partnership with Thinking Machines, and **Juicebox's $116M funding r...
FULL BREAKDOWN: Meta Acquires Moltbook
TBPN breaks down Meta's acquisition of Moltbook, a viral AI agent social network, exploring what the deal signals about Meta's AI strategy and the future of bots as platform...
FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Epstein discusses the geopolitical threat posed by Iran's control of the Strait of Hormuz, through which 20% of the world's daily oil production flows, and outlines strategi...
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
The TBPN hosts discuss the global oil market crisis triggered by the Strait of Hormuz blockade, which has caused crude prices to spike to nearly $120 per barrel—the largest ...
Oil & AI, Alex Epstein Joins, Adam Smith, Recursive Self-Improvement
This episode features a wide-ranging discussion of current events including crude oil price spikes due to Middle Eastern geopolitical tensions, their potential macroeconomic imp...
How the Iran War Could Slow the Path to AGI
The hosts examine how rising oil prices from escalating conflict in Iran could indirectly impact AGI development timelines by constraining capital formation and financing fo...
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
TBPN discusses OpenAI's GPT-5.4 release and its breakthrough capabilities in solving long-standing mathematical and coding problems, alongside commentary on the **Iran war's...
5.4 Reviews, Oil Spikes, Anthropic's TGIF, WSJ Mansions, Cluely Revenue Debate
TBPN covers AI model releases, geopolitical economics, and luxury real estate in this March 2026 episode. The hosts discuss ChatGPT-5.4's breakthrough performance metrics, t...
A Short History of America Nationalizing its Companies
TBPN hosts Tyler Cosgrove discussing the historical precedents for government nationalization of private companies in the U.S., from the First Bank of the United States (1791) t...
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
This episode reviews Daniel Gross' AGI predictions from January 2024 to assess which calls proved accurate two years later. The hosts analyze how AI infrastructure—parti...
GPT-5.4 📈, The Gurmanator Joins, AGI Trades, IPO Market with Dan Primack
This episode features hosts John and Tyler analyzing Daniel Gross's prescient January 2024 "AGI Trades" predictions against real-world outcomes two years later, with guest **Dan...
Anthropic Officially Designated a US Supply Chain Risk
TBPN hosts discuss Anthropic's designation as a US supply chain risk following President Trump's criticism and CEO Dario Amodei's leaked internal memo that backfired pub...
The Remarkable AGI Predictions of Daniel Gross
Hosts John and Tyler examine Daniel Gross's AGI predictions from January 2024 to evaluate how accurately he forecasted technological and economic developments over the past ...
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
This episode covers major tech industry news from March 2026, including Apple's MacBook Neo launch at $599, OpenAI's Pentagon defense contract, and the fallout from **An...
New Apple Products, Jared Isaacman Joins, Anthropic's Strategy, Korean Stock Market Crash
TBPN hosts a wide-ranging discussion about Apple's aggressive product pricing strategy with the new MacBook Neo at $599, the semiconductor memory crisis affecting global tec...
FULL BREAKDOWN: Apple’s 7 New Devices
TBPN breaks down Apple's seven new device launches, analyzing how the company navigated the 2026 product cycle while remaining largely insulated from AI infrastructure costs...
Netflix’s Next Move, Zuck’s $170B Florida Mansion, the Billionaire Tax Push | Diet TBPN
TBPN hosts discuss Netflix's acquisition strategy, Mark Zuckerberg's $170 million Miami mansion purchase, and a proposed national billionaire wealth tax by Bernie Sa...