$2B Allergy Drug, ChatGPT Ads, Mansion Section | Billy Boman, Benjamin Miller, Faris Sbahi, Evan Loomis, Anvisha Pai, Ryan Tseng | TBPN

The hosts discuss AI's growing impact across various sectors, from pharmaceutical advancements to creative advertising and defense technology. They analyze Novartis' acquisition of Excellergy for its allergy drug research, highlighting the biotech playbook and AI's role in streamlining FDA filings. The conversation shifts to Anthropic's new Mythos model, debating its potential and the compute constraints facing AI development. They also cover the preliminary injunction granted to Anthropic regarding Pentagon supply chain risk designation. The hosts then explore real estate trends, including the appeal of apres-ski bars and celebrity home listings, before interviewing guests about AI-driven design tools and defense applications.

Outlines

Part 1: AI in Pharma and Model Breakthroughs

Part 2: Market Trends and Creative Workflows

Part 3: Venture Capital and Private Tech Access

Part 4: Deep Tech, Defense, and Future Hardware

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$2B Allergy Drug, ChatGPT Ads, Mansion Section | Billy Boman, Benjamin Miller, Faris Sbahi, Evan Loomis, Anvisha Pai, Ryan Tseng

TBPN

Part 1: AI in Pharma and Model Breakthroughs

Excellergy's $2 Billion Acquisition: AI's Role in Pharma and Biotech's Traditional Playbook

Anthropic's New AI Model "Mythos" and the Compute Crunch

AI's Economic Value and the Vindication of Large Investments

Part 2: Market Trends and Creative Workflows

Anthropic's Potential IPO, OpenAI's Ad Platform, and Apple's Siri Overhaul

The Rise of Apres-Ski Bars and the Luxury Real Estate Market

AI's Impact on Creative Workflows and the Evolving Role of Prompt Engineering

The Future of AI in Advertising and the Integration with Fiverr

Part 3: Venture Capital and Private Tech Access

Fundrise's Public Venture Capital Fund and Democratizing Access to Private Tech

VCX's Success, Tokenization Plans, and the Private Credit Cycle

The Power Law and the Importance of Competition in Venture Capital

Part 4: Deep Tech, Defense, and Future Hardware

Normal Computing's $50 Million Round and the Future of Energy-Efficient Chips

Overmatch Ventures' $250 Million Fund and the Need for American Technological Leadership

Autonomy in Military Equipment and the Challenges of Countering Drones

Joint Simulation Environments and the Future of AI Pilots

$2B Allergy Drug, ChatGPT Ads, Mansion Section | Billy Boman, Benjamin Miller, Faris Sbahi, Evan Loomis, Anvisha Pai, Ryan Tseng

TBPN

Part 1: AI in Pharma and Model Breakthroughs

00:00Excellergy's $2 Billion Acquisition: AI's Role in Pharma and Biotech's Traditional Playbook

Excellergy's $2 Billion Acquisition: AI's Role in Pharma and Biotech's Traditional Playbook

10:44Anthropic's New AI Model "Mythos" and the Compute Crunch

Anthropic's New AI Model "Mythos" and the Compute Crunch

17:35AI's Economic Value and the Vindication of Large Investments

AI's Economic Value and the Vindication of Large Investments

Part 2: Market Trends and Creative Workflows

27:04Anthropic's Potential IPO, OpenAI's Ad Platform, and Apple's Siri Overhaul

Anthropic's Potential IPO, OpenAI's Ad Platform, and Apple's Siri Overhaul

33:38The Rise of Apres-Ski Bars and the Luxury Real Estate Market

The Rise of Apres-Ski Bars and the Luxury Real Estate Market

57:27AI's Impact on Creative Workflows and the Evolving Role of Prompt Engineering

AI's Impact on Creative Workflows and the Evolving Role of Prompt Engineering

1:17:35The Future of AI in Advertising and the Integration with Fiverr

The Future of AI in Advertising and the Integration with Fiverr

Part 3: Venture Capital and Private Tech Access

1:27:32Fundrise's Public Venture Capital Fund and Democratizing Access to Private Tech

Fundrise's Public Venture Capital Fund and Democratizing Access to Private Tech

1:37:43VCX's Success, Tokenization Plans, and the Private Credit Cycle

VCX's Success, Tokenization Plans, and the Private Credit Cycle

1:47:24The Power Law and the Importance of Competition in Venture Capital

The Power Law and the Importance of Competition in Venture Capital

Part 4: Deep Tech, Defense, and Future Hardware

1:55:29Normal Computing's $50 Million Round and the Future of Energy-Efficient Chips

Normal Computing's $50 Million Round and the Future of Energy-Efficient Chips

2:04:25Overmatch Ventures' $250 Million Fund and the Need for American Technological Leadership

Overmatch Ventures' $250 Million Fund and the Need for American Technological Leadership

2:17:31Autonomy in Military Equipment and the Challenges of Countering Drones

Autonomy in Military Equipment and the Challenges of Countering Drones

2:29:20Joint Simulation Environments and the Future of AI Pilots

Joint Simulation Environments and the Future of AI Pilots