TBPN

Apple Tax is Dead, OpenAI Ends Vesting Cliff, Anthropic’s Massive TPU Order | Diet TBPN

🟡 Evan Spiegel LIVE in the Ultradome | Colin & Samir, RJ Scaringe, Scott Kupor

Apple’s ongoing legal battle with Epic Games regarding the 30% App Store fee highlights a shift in the company's financial narrative from hardware-driven growth to a services-based monopoly. While Apple frames its fee structure as a necessary toll for ecosystem access, critics argue it functions as rent-seeking that st...

GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN

Disney’s $1B OpenAI Bet, GPT 5.2 Reactions, Saagar Enjeti Weighs In | Matt Levine, Mike Swan, Mike Gallagher

Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN

Oracle Slides, Disney x OpenAI, SpaceX IPO | Fidji Simo, Dylan Byers, Angela Jiang, Jonathan Slotkin, Aaron Cannon, Karan Kunjur

The podcast episode centers on the convergence of AI and space exploration, particularly SpaceX's potential IPO and the rise of data centers in space. It explores Elon Musk's ambitious predictions, contrasting them with his track record and discussing the shift in SpaceX's narrative from Mars colonization to point-to-p...

Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN

Warner Deal Drags, H200 Exports Resume, Meta AI Chafe Gate | Joe Weisenthal, Ben Smith, Matt Hicks, Stephen Schwartz, Saam Motamedi, Nicholas Kelez, Antoine Tessier, Filip Kaliszan

Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN

Ellison's Counter Offer, Chinese H200s, Data Centers in Space | Aaron Ginn, Matt Kalish, Emil Michael, Blake Scholl, Naveen Rao, Ofir Ehrlich, Gorkem Yurtseven, Pedro Franceschi

Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN

Netflix's Size is Not Size, Ads in Google Gemini, Prediction Markets on a Tear | Rich Greenfield, Delian Asparouhov, Sarah Harrelson, Morgan Housel, Andrew Pignanelli, Brian Mehler, Will Wilson

The podcast, co-hosted by David Rosenthal and John Coogan, covers a range of topics including new merchandise, corporate expense management with Ramp, and a deep dive into the media landscape with guest Rich Greenfield, focusing on Paramount's bid to acquire WB and antitrust implications. They discuss Netflix's potenti...

Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN

Live @ NYSE, Netflix to Acquire Warner Bros. | Keith Rabois, Emily Sundberg, Adam Faze

Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN

NYSE Gigastream, Jim Cramer Joins, 𝕏 Timeline Reactions | Eric Glyman, John Zito, Katie Deighton

Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN

🟠 YC Demo Day, Paul Graham Joins, Will AWS Buy TPUs From Google? | Harj Taggar, Paul Graham & Jessica Livingston, Richard Wang, Philip Ho, Ali Attar, Kurush Dubash & More

The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN

🔴 CODE RED 🔴, AWS CEO Joins, Tae Kim Tells All | Matt Garman, Tae Kim, Tarek Mansour, Matt Mullenweg, Jason Fried