TBPN

Anthropic vs DoW, Ben Thompson Joins, Ellison Says The Biggest Number | James Beshara, John B. Quinn, Michael Grinich, Adam Simon, Matthias Wagner, Joan Rodriguez, Zach Yadegari, Andy Markoff

FULL INTERVIEW: Ben Thompson on Why Anthropic is Wrong

The tension between private AI development and national security imperatives centers on the evolving relationship between frontier labs like Anthropic and the U.S. government. While private companies often prioritize alignment with human values and resistance to domestic surveillance, they operate within a geopolitical...

Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN

NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal

The hosts analyze NVIDIA's earnings, noting its continued strength in supporting the U.S. economy despite a recent stock sell-off, and explore the potential shift from chip bottlenecks to energy bottlenecks. They discuss Jensen Huang's defense of SaaS companies against the "SaaSpocalypse" narrative, and examine Citadel...

Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN

Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe

The hosts analyze a range of topics including AI adoption rates, energy consumption by data centers, and the future of content creation. They dissect a research paper indicating that 80% of firms report AI having little impact on productivity, contrasting this with data from Stripe showing increased AI spending. The co...

Full Interview: Bill Gurley Thinks College Kills Creativity

Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN

Citrini Memo Reactions, Kim K Enters Energy Drinks, Jane Street Sued | Patrick & John Collison, Bill Gurley, James Cadwallader, Scott Wu, Ivan Zhao, Stefano Ermon, Rune Kvist, Reiner Pope, Devansh Pandey

The hosts dissect the Citrini report's implications on AI's impact, contrasting short-term fears with long-term adjustments and the role of independent research in shaping market narratives. They analyze Ben Thompson's critique of the DoorDash doomsday scenario and debate the potential for AI to disintermediate real es...

Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN

The podcast analyzes the market's reaction to Citrini's AI doomer essay, which posits a scenario of economic collapse due to AI-driven job displacement and decreased consumer spending. The discussion covers the essay's summary, highlighting its argument that AI's productivity gains may not translate into real economic ...

CitriniPocalypse, Dot Com Lore, Gene-Edited Polo Horses | Alap Shah, Will Brown, Michelle Lee, Mike Annunziata

The podcast episode centers on the market impact and broader implications of Citrini's AI doomerism essay, contrasting it with earlier AI optimism and examining potential economic fallout. The hosts analyze rebuttals to Citrini's piece, particularly focusing on the role of institutional momentum and the potential for r...

Why My Article Just Tanked the Market

The podcast explores the potential impact of AI, particularly agentic AI, on the white-collar job market and the broader economy. It addresses concerns about job displacement, the labor market's structural weaknesses, and the potential contagion effect on various asset classes. The guest argues that the increasing effi...

Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN

Palmer Luckey LIVE from NYSE, Supreme Court Smackdown, Data Center Backlash | Ryan Petersen, Jonathan Gould, Diogo Mónica, Joe Lonsdale, John Shahidi, Will Bruey, Sam Levenback, Alex Heath

The co-hosted podcast explores the implications of recent tariff news, the backlash against AI, and the evolving landscape of media and technology. Ryan Petersen joins to discuss the Supreme Court's ruling on tariffs and potential refund scenarios, while the hosts analyze the growing public resistance to data centers a...

Palmer Luckey: Why I Started My Own Bank

The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN

Post Earnings with Figma CEO Dylan Field

SaaSpocalypse Cancelled, Palantir’s $17M Jet Bill, WBD x Netflix Latest | Dylan Field, Saagar Enjeti, Sigil Wen, Peter Morales, Erik Palitsch, Ljubisa Bajic

The co-hosted podcast episode examines the evolving landscape of technology, finance, and culture, focusing on AI's disruptive influence across various sectors. It questions the sustainability of traditional SaaS models in the face of agentic AI systems, while also pinpointing areas where AI integration proves benefici...

The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN

Mapping Neo Labs, Unlocking LLM Growth, Evan Spiegel Live in the Ultradome | Blake Dodge, Freddie deBoer, Sohail Prasad, Travis Brashears

The hosts analyze current tech and financial news, focusing on AI's impact across various sectors. They dissect Tyler Cosgrove's market map of companies with Wikipedia articles, and explore the "Neo Labs" taxonomy, categorizing AI research organizations by focus, funding, and geography. The hosts discuss potential impr...