TBPN

SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN

SpaceX/Cursor Deal, Images 2.0 Reactions, Fake Bear Attack | Anil Chakravarthy, Naveen Gavini, Avlok Kohli & Ankur Nagpal, Joel Edwards, Renen Hallak, Darian Shirazi

Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN

Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

Marc Benioff vs. Verizon CEO Dan Schulman on AI, Blue Origin’s Latest Flight | Diet TBPN

Verizon vs Salesforce, Blue Origin's Test, Robot Marathon | Signüll, Ethan Ding, Matt McKinney, Errik Anderson, Pippa Lamb & James Wise

The rapid integration of artificial intelligence is fundamentally reshaping corporate strategy and labor market expectations across the technology and telecommunications sectors. Salesforce CEO Marc Benioff defends the resilience of the SaaS model against the "SaaSpocalypse," arguing that AI agents like "Agent Albert" ...

Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN

Kevin Hart live on TBPN

Jensen on Dwarkesh, Cursor + xAI, Codex Update | Kevin Hart & James Morrissey, Ben Smith, Jonathan Criss, Paul Scherer, Matan Grinberg, Akhil Voorakkara, Charlie Cheever, Victor Cardenas Codriansky, Theodor Marcu

The debate over NVIDIA’s market position centers on whether the company acts as a unique infrastructure provider or a commoditized utility akin to the automotive industry. While NVIDIA maintains dominance through the CUDA ecosystem, hyperscalers are increasingly incentivized to develop alternative chip architectures to...

Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN

AI-Birds, Snap's Next Chapter, Amazon + Globalstar | Kiva Dickinson, Aron D'Souza, Michael Mignano, Wade Foster, Ankur Nagpal, Bailey Pumfleet, Han Wang

The tech landscape is currently defined by rapid pivots and strategic restructuring, exemplified by Allbirds’ transition into an AI compute provider and Snap’s significant workforce reductions to prioritize profitability. Amazon’s $11 billion acquisition of Globalstar signals an intensifying race for satellite-to-cell ...

Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN

Artemis II Recap, Work vs Leisure, AI Backlash | Krste Asanović, Peter Diamandis, Balachandar Ramamurthy

Chad Janis: How I Sold Grüns to Unilever for $1.2B

Chad Janis from Grooms joins the podcast to discuss the company's recent acquisition by Unilever and its journey in the D2C gummy supplement market. Janis recounts the initial idea behind Grooms, which stemmed from a desire to create a more appealing and convenient way to consume supplements. He highlights novel innova...

SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN

The podcast covers a range of topics, starting with updates on space exploration, including the splashdown time for a NASA astronaut mission and SpaceX's financials, revealing a nearly $5 billion loss due to AI spending despite generating $18.5 billion in revenue. The discussion shifts to AI's potential impact on unemp...

SpaceX Financials, Chimpanzee Civil War, Ferrari's Brand Legend | Josh Reeves, Prof. Alex Young, Jason Kim, Chad Janis, Jordan Bramble, Andy Dunn

Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN

Binance’s CZ: We’ll Never Know Satoshi, and That’s Good

CZ, the founder of Binance, discusses his new book, which aims to clarify misconceptions about crypto, Binance, and himself. He addresses the common belief that Bitcoin is primarily used for illicit activities, arguing that traditional finance has a higher percentage of illicit transactions. CZ also touches on the evol...

Jassy's Shareholder Letter, The Next AI Capability, 𝕏 Timeline Reactions | Saagar Enjeti, Joe Weisenthal, Kesava Kirupa Dinakaran, Brian Manning, Cobi Blumenfeld-Gantz, Changpeng Zhao, Tal Hoffman

AI infrastructure and the societal implications of rapid technological scaling dominate the current landscape. Amazon’s 2025 shareholder letter underscores the necessity of aggressive capital expenditure in data centers to meet surging AI demand, despite short-term impacts on free cash flow. This expansion faces signif...

Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN