Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson | TBPN

The podcast explores the evolving landscape of AI, its impact on various industries, and the strategic decisions companies face. Discussions include Netflix's potential advantage in remaining UGC-free amid the rise of AI-generated content, and YouTube's open stance on AI integration. The challenges and opportunities surrounding AI safety, auditing, and the potential for AI to reshape traditional business models are examined. The conversation also covers Apple's AI strategy, its partnership with Google, and the potential for AI to revolutionize hardware and software integration. The hosts touch on topics from Saudi Arabia's investment strategies to Tether's growing role in the gold market, and the implications of AI for customer service and content creation.

Outlines

Part 1: Streaming Giants and the AI Shift

Part 2: Global Finance, Gold, and Stablecoins

Part 3: Emerging AI Models and Philosophies

Part 4: Inside Apple’s AI Roadmap

Part 5: Apple Hardware and Leadership

Part 6: Safety, Auditing, and Market Risks

Part 7: Data Efficiency and Digital Trust

Part 8: AI in Industry: Agriculture and Finance

Part 9: The Future of Banking Agents

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Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson

TBPN

Part 1: Streaming Giants and the AI Shift

00:00Netflix and the AI Question: Ben Thompson's Interview with Greg Peters

Netflix and the AI Question: Ben Thompson's Interview with Greg Peters

01:27AI's Role in Hollywood VFX: From Thanos to Rotoscoping

AI's Role in Hollywood VFX: From Thanos to Rotoscoping

07:07Netflix's AI Strategy: Balancing Innovation with User Expectations

Netflix's AI Strategy: Balancing Innovation with User Expectations

10:45YouTube's Dominance and Netflix's Potential AI Divergence

YouTube's Dominance and Netflix's Potential AI Divergence

Part 2: Global Finance, Gold, and Stablecoins

17:40Saudi Arabia's Financial Shift: Seeking Capital for Vision 2030

Saudi Arabia's Financial Shift: Seeking Capital for Vision 2030

20:29Saudi Arabia's Family Offices and Tether's Gold Market Influence

Saudi Arabia's Family Offices and Tether's Gold Market Influence

25:08Tether's New Stablecoin and Gold-Backed Crypto Narrative

Tether's New Stablecoin and Gold-Backed Crypto Narrative

Part 3: Emerging AI Models and Philosophies

30:23Escape Rooms, AI Benchmarks, and the Moltbot Philosophy

Escape Rooms, AI Benchmarks, and the Moltbot Philosophy

34:53Moltbot's Capabilities and the Financial Strain of AI Development

Moltbot's Capabilities and the Financial Strain of AI Development

41:46Moltbot's AGI Moment and the Fear of the Permanent Underclass

Moltbot's AGI Moment and the Fear of the Permanent Underclass

45:52Codex vs. Claude and the Future of AI Integration

Codex vs. Claude and the Future of AI Integration

52:05AI Deal Guys, Inference Margins, and Mark Gurman's Arrival

AI Deal Guys, Inference Margins, and Mark Gurman's Arrival

Part 4: Inside Apple’s AI Roadmap

1:01:58Mark Gurman on Apple's AI Struggles and the Google Gemini Deal

Mark Gurman on Apple's AI Struggles and the Google Gemini Deal

1:07:27Apple's AI Strategy: Google, Anthropic, and OpenAI

Apple's AI Strategy: Google, Anthropic, and OpenAI

1:11:53OpenAI's Earbuds and the Future of the App Store

OpenAI's Earbuds and the Future of the App Store

1:15:27Siri's AI Agentification and the Future of Search

Siri's AI Agentification and the Future of Search

1:20:08Apple's Ad Strategy and the Future of Siri

Apple's Ad Strategy and the Future of Siri

Part 5: Apple Hardware and Leadership

1:24:10iPhone 18, John Ternus, and Apple's Succession Plan

iPhone 18, John Ternus, and Apple's Succession Plan

1:29:57Ternus's Challenge and Apple's M&A Strategy

Ternus's Challenge and Apple's M&A Strategy

1:33:53The Beats Acquisition and the Apple Vision Pro

The Beats Acquisition and the Apple Vision Pro

1:37:15Apple's Smart Glasses and the AI Agent Future

Apple's Smart Glasses and the AI Agent Future

1:41:53Apple in China and the Mac Mini Demand

Apple in China and the Mac Mini Demand

1:47:08Apple's Product Lineup and the New MacBook Pro

Apple's Product Lineup and the New MacBook Pro

1:50:00Apple's TV Ambitions and the Apple Car Failure

Apple's TV Ambitions and the Apple Car Failure

1:54:01Mark Gurman's Farewell and Gemini 3 Pro

Mark Gurman's Farewell and Gemini 3 Pro

Part 6: Safety, Auditing, and Market Risks

1:55:00Introducing Miles Brundage and the AI Verification and Evaluation Research Institute

Introducing Miles Brundage and the AI Verification and Evaluation Research Institute

1:57:26Categories of AI Risk and the Timeline of AI Safety

Categories of AI Risk and the Timeline of AI Safety

2:04:07AVERY's Policy Platforms and the Importance of Auditing

AVERY's Policy Platforms and the Importance of Auditing

2:07:59Defining Good AI Audits and the Power of Codex

Defining Good AI Audits and the Power of Codex

2:11:21Bubble Boy's AI Warning and the Fed's Rate Decision

Bubble Boy's AI Warning and the Fed's Rate Decision

2:15:25Meta's Earnings and the Emphasis on Scoops at CBS

Meta's Earnings and the Emphasis on Scoops at CBS

2:20:45AI Valuations and OpenAI's Ad Product

AI Valuations and OpenAI's Ad Product

2:25:15DeepMind's Acquisition and the Future of AI

DeepMind's Acquisition and the Future of AI

Part 7: Data Efficiency and Digital Trust

2:31:11Flapping Airplane's Mission: Data Efficiency in AI

Flapping Airplane's Mission: Data Efficiency in AI

2:35:40Reinforcement Learning and the Future of AI

Reinforcement Learning and the Future of AI

2:40:23Flapping Airplane's Fundraising and the AI Talent Wars