Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov | TBPN

The co-hosts examine Davos 2026, including Elon Musk's appearance and tech leaders' viral interviews, questioning whether tech's messages are reaching the global stage. They analyze Jensen Wong's comments on competition, contrasting them with TSMC's capital expenditure concerns and Ben Thompson's analysis of potential silicon bottlenecks for AI. They explore Blue Origin's satellite internet plans and Elon Musk's Optimus robot timeline. The hosts also discuss private credit investors' cortisol spikes and the potential SpaceX IPO. They analyze Anthropic's revenue run rate and inference costs, and Apple's AI strategy, including a revamped Siri. The episode features interviews with Keller Rinaudo Cliffton from Zipline and Jake Cooper from Railway, discussing their respective company's growth and strategies.

Outlines

Part 1: Davos 2026 and Global Tech Trends

Part 2: AI Industry Financials and Market Shifts

Part 3: Scaling Infrastructure and Developer Tools

Part 4: Macroeconomics and AI Research

Part 5: Digital Culture and Content Creation

Part 6: Investment Strategy and Future Outlook

Part 7: Media, Music, and Final Reflections

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Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov

TBPN

Part 1: Davos 2026 and Global Tech Trends

Introduction to Today's Show: Guests, Davos, and Big Announcements

Davos 2026: Elon's Surprise Appearance, Tech's Return, and the Metaverse

Jensen Huang at Davos: Competition, AI Investment, and a Five-Layer Cake

TSMC's CapEx, Blue Origin's Satellite Internet, and Elon's Optimus Robot Timeline

Satya Nadella's "Manager of Infinite Minds," Davos as Kick Streamers, and Cortisol Spikes

Part 2: AI Industry Financials and Market Shifts

Private Credit Investors' Cortisol Spikes, SpaceX IPO, and Anthropic's Revenue

Anthropic's Inference Costs, Dario's Jawline, and Google DeepMind's Licensing Deal

Notebook LLM's Longevity, Apple's Siri Revamp, and the Gurminator

Apple's AI Strategy, Thinking Machines Drama, and OpenAI's Revenue Model

Part 3: Scaling Infrastructure and Developer Tools

Zipline's $600 Million Raise, Metro Expansion, and Next-Generation Aircraft

Zipline's Cost Reductions, Noise Reduction, and Traffic Management

Railway's $100 Million Round, Agent Speed, and the Melting Definition of a Developer

Railway's Book Recommendations, Database Selection, and 11 Labs

Part 4: Macroeconomics and AI Research

Joe Weisenthal's Davos FOMO, Mark Carney's Speech, and China's Import Ambitions

Ken Griffin's AI Comments, AI Psychosis, and Havelock AI

Havelock AI: Joe's Machine Learning Model to Detect Spoken vs. Written Word

Part 5: Digital Culture and Content Creation

Coldhealing: TikTok Anthropology, Poolside PM, and Day-in-the-Life Videos

Generative AI Content, Purity Rules, and New York City's Content Creation Boom

Part 6: Investment Strategy and Future Outlook

Brex Acquired by Capital One for $5.15 Billion

Cathie Wood on AI, Innovation Platforms, and the Future of Work

Private Markets, Bitcoin, and Quantum Computing

The Origin of Ark's Name and AI Productivity

AI's Impact on GDP Growth, Unemployment, and the Future of Entrepreneurship

Part 7: Media, Music, and Final Reflections

Bootleg Merch, and John Karamica's Journey

AI Music and the Bruno Mars Song

Downstream Implications of AI Music and the Future of Authenticity

Brex Acquisition: Delian Asparouhov's Reaction

Show Conclusion

Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov

TBPN

Part 1: Davos 2026 and Global Tech Trends

00:00Introduction to Today's Show: Guests, Davos, and Big Announcements

Introduction to Today's Show: Guests, Davos, and Big Announcements

01:26Davos 2026: Elon's Surprise Appearance, Tech's Return, and the Metaverse

Davos 2026: Elon's Surprise Appearance, Tech's Return, and the Metaverse

10:15Jensen Huang at Davos: Competition, AI Investment, and a Five-Layer Cake

Jensen Huang at Davos: Competition, AI Investment, and a Five-Layer Cake

13:56TSMC's CapEx, Blue Origin's Satellite Internet, and Elon's Optimus Robot Timeline

TSMC's CapEx, Blue Origin's Satellite Internet, and Elon's Optimus Robot Timeline

22:48Satya Nadella's "Manager of Infinite Minds," Davos as Kick Streamers, and Cortisol Spikes

Satya Nadella's "Manager of Infinite Minds," Davos as Kick Streamers, and Cortisol Spikes

Part 2: AI Industry Financials and Market Shifts

31:33Private Credit Investors' Cortisol Spikes, SpaceX IPO, and Anthropic's Revenue

Private Credit Investors' Cortisol Spikes, SpaceX IPO, and Anthropic's Revenue

34:42Anthropic's Inference Costs, Dario's Jawline, and Google DeepMind's Licensing Deal

Anthropic's Inference Costs, Dario's Jawline, and Google DeepMind's Licensing Deal

40:13Notebook LLM's Longevity, Apple's Siri Revamp, and the Gurminator

Notebook LLM's Longevity, Apple's Siri Revamp, and the Gurminator

45:07Apple's AI Strategy, Thinking Machines Drama, and OpenAI's Revenue Model

Apple's AI Strategy, Thinking Machines Drama, and OpenAI's Revenue Model

Part 3: Scaling Infrastructure and Developer Tools

59:02Zipline's $600 Million Raise, Metro Expansion, and Next-Generation Aircraft

Zipline's $600 Million Raise, Metro Expansion, and Next-Generation Aircraft

1:04:44Zipline's Cost Reductions, Noise Reduction, and Traffic Management

Zipline's Cost Reductions, Noise Reduction, and Traffic Management

1:17:10Railway's $100 Million Round, Agent Speed, and the Melting Definition of a Developer

Railway's $100 Million Round, Agent Speed, and the Melting Definition of a Developer

1:25:55Railway's Book Recommendations, Database Selection, and 11 Labs

Railway's Book Recommendations, Database Selection, and 11 Labs

Part 4: Macroeconomics and AI Research

1:33:55Joe Weisenthal's Davos FOMO, Mark Carney's Speech, and China's Import Ambitions

Joe Weisenthal's Davos FOMO, Mark Carney's Speech, and China's Import Ambitions

1:47:05Ken Griffin's AI Comments, AI Psychosis, and Havelock AI

Ken Griffin's AI Comments, AI Psychosis, and Havelock AI

1:56:22Havelock AI: Joe's Machine Learning Model to Detect Spoken vs. Written Word

Havelock AI: Joe's Machine Learning Model to Detect Spoken vs. Written Word

Part 5: Digital Culture and Content Creation

2:00:45Coldhealing: TikTok Anthropology, Poolside PM, and Day-in-the-Life Videos

Coldhealing: TikTok Anthropology, Poolside PM, and Day-in-the-Life Videos

2:16:20Generative AI Content, Purity Rules, and New York City's Content Creation Boom

Generative AI Content, Purity Rules, and New York City's Content Creation Boom

Part 6: Investment Strategy and Future Outlook

2:23:30Brex Acquired by Capital One for $5.15 Billion

Brex Acquired by Capital One for $5.15 Billion

2:27:02Cathie Wood on AI, Innovation Platforms, and the Future of Work

Cathie Wood on AI, Innovation Platforms, and the Future of Work

2:37:43Private Markets, Bitcoin, and Quantum Computing

Private Markets, Bitcoin, and Quantum Computing

2:46:55The Origin of Ark's Name and AI Productivity

The Origin of Ark's Name and AI Productivity

2:53:02AI's Impact on GDP Growth, Unemployment, and the Future of Entrepreneurship

AI's Impact on GDP Growth, Unemployment, and the Future of Entrepreneurship

Part 7: Media, Music, and Final Reflections

3:00:21Bootleg Merch, and John Karamica's Journey

Bootleg Merch, and John Karamica's Journey

3:07:00AI Music and the Bruno Mars Song

AI Music and the Bruno Mars Song

3:17:34Downstream Implications of AI Music and the Future of Authenticity

Downstream Implications of AI Music and the Future of Authenticity

3:30:03Brex Acquisition: Delian Asparouhov's Reaction

Brex Acquisition: Delian Asparouhov's Reaction

3:37:40Show Conclusion

Show Conclusion