TBPN

Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret

The co-hosted podcast covers a range of topics, including Arm's expansion into chip sales, the AI data center moratorium act, and a lawsuit against Meta and YouTube regarding addictive designs. The hosts analyze Arm's shift in strategy, its potential impact on the CPU market, and the complexities of AI regulation, incl...

Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN

Benchmark's Future, SpaceX IPO, RIP Sora | Mike Knoop, Nathan Benaich, Rohin Dhar, Eric Jorgenson, Jenny Just, and Matt Hulsizer

The podcast episode explores a range of topics, beginning with a discussion on whether Benchmark Capital should be forgiven for its past actions involving Uber and Travis Kalanick, examining the philosophical "Ship of Theseus" concept in relation to the firm's changing partnership. The conversation shifts to OpenAI's d...

Peptide Debate Recap, John Ternus Rumors Swirl, OpenAI Nonprofit to Spend $1B | Diet TBPN

Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller

The co-hosted podcast navigates a range of topics, starting with a recap of a peptide debate, including arguments for and against their use, and moves into Apple's potential CEO succession with a profile of John Ternus. The hosts examine Ternus's management style and discuss Apple's struggles in AI. The conversation sh...

The Great Peptide Debate with Martin Shkreli & Max Marchione

SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN

The Great Peptide Debate, SpaceX's Lunar Mass Driver, AI Coming for Zuck's Job | Martin Shkreli & Max Marchione, Mitchell Green, Shane Hegde, Dr. Adam Oskowitz, Robin Vince, David Senra

The podcast episode covers a range of topics, starting with a discussion on Elon Musk's TerraFab presentation and the feasibility of projects like space data centers and lunar mass drivers. The hosts then transition to a debate on peptides, featuring Martin Shkreli and Max from Superpower, discussing the safety, regula...

Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN

100 Billion Bezos, SMCI Fully Sends GPUs (To China), Reddit CEO Joins | R.F. Kenmore, Mitch Lee, Bucky Moore, Steve Huffman, Quaid Walker, Ankur Jain, Michael Kratsios

The hosts of TBPN discuss Jeff Bezos's plan to raise $100 billion for an AI manufacturing fund, debating its potential to revitalize American manufacturing and create jobs. They explore potential acquisition targets for Bezos, including Lear, BorgWarner, Goodyear, and Rockwell Automation, considering the role of AI in ...

Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN

Samsung Invests $70B in AI Chips, The Cubanator Joins, Apple's Do Nothing Win AI Strategy | Mark Cuban, John Kim, Eugen Alpeza, Ari Herbert-Voss, Alex Konrad, Carl Eschenbach & Pat Grady, Jim Cantrell, Tom Hulme

The podcast explores the evolving landscape of technology, venture capital, and AI, highlighting Samsung's $70 billion investment in fab capacity as a strategic move amidst geopolitical tensions and TSMC's risk-averse approach. The hosts analyze Cursor's Composer 2 coding model, debating the merits of specialized AI ve...

FULL INTERVIEW: Mark Cuban on Robots, AI, Self-Driving, and Advice to Students

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN

H200s in China, Apple Blocks Vibe Coding, Peptide Debates | Andy Fang, Matt Jayson, Dr. Cameron Sepah, Chris Gadek, Chris Hladczuk, Georgios Konstantopoulos, Matt Huang

The co-hosted podcast episode centers on the evolving landscape of technology, finance, and AI's increasing integration across various sectors. NVIDIA's renewed AI chip sales to China are examined, considering geopolitical implications and the balance between economic benefits and security risks. The hosts explore the ...

OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN

AI Side Quests, Zaslav's Payday, SF Housing Market is Back | Shyam Sankar, Gili Raanan, Anna Patterson, Jake Loosararian, carried_no_interest

The podcast episode explores the concept of "side quests" in trillion-dollar tech companies, particularly in light of OpenAI's strategic shift towards coding and business users. It questions whether a broad-brush approach can be applied to side quests, examining examples like Google's balloon internet play and Amazon's...

AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

AI vs. Dog Cancer, Oscars Reactions, How to Lose the AI Arms Race | Kevin Espiritu, Paul Conyngham, Tony Zhao, Drew Oetting, Carina Hong, Cameron Fink, Debra Birnbaum

The podcast episode revolves around the impact and implications of AI across various sectors. It begins with a discussion on Travis Kalanick's return and his advice on aggressive fundraising, then shifts to Paul Conyngham's AI-assisted dog cancer treatment, debating AI's role in democratizing medical science. The hosts...

Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN