TBPN

Thursday's Diet TBPN

The podcast discusses recent news and trends in the tech industry, focusing on OpenAI's potential growth deceleration, the increasing role of debt in tech, and the analogy of data as the new oil. The hosts analyze Meta's Hyperion data center project financing, the debate between private credit and traditional banking, ...

AI Boom Stalls, Blue Owl’s Next Move, ChatGPT Growth Concerns | Jeffrey Katzenberg, The Winklevoss Twins, Hims & Hers CEO Andrew Dudum, Coatue’s Spencer Peterson, Max Hodak, Melisa Tokmak, Tomás Puig

The hosts of TBPN discuss various topics, including OpenAI's growth deceleration and the potential risks of tech industry debt, drawing parallels to the oil and gas sector. They analyze Blue Owl's data center financing deals, particularly Meta's Hyperion project, and debate the implications of ChatGPT's slowing growth ...

Wednesday’s Diet TBPN

Rage Baiting is for Losers, Everett Randle’s 5x Controversy | Jordan Nanos, Brian Halligan, Dr. Fei-Fei Li, Scott Sanders, Jeremy Allaire, Vladimir Novakovski, Andrew D'Souza, Parag Agrawal

AGI in 2035, SoftBank Sells Nvidia, Buffett Goes Quiet | Diet TBPN

AGI in 2035, SoftBank Sells Nvidia, Buffett Goes Quiet | Casey Handmer, Growing Daniel, JD Ross, Scott Shapiro, Laurence Allen

Silicon Valley vs the Vatican, Bryan Johnson’s Shroom Trip | Diet TBPN

Silicon Valley vs The Vatican, Bryan Johnson’s Shroom Trip | Soren Monroe-Anderson, Jeff Miller, Kaz Nejatian, Paul Needham, Jordan Nanos, Isaiah Taylor, Hayden Adams, Grant Lee

Diet TBPN: November 7, 2025

Elon's Trillion Dollar Pay Package, Breaking Down the State of AI | Katherine Boyle, Mikey Shulman, Immad Akhund, Jordan Castro

This podcast episode, titled "Backstopgate Continues Unabated," covers a range of topics including the controversy around Sam Altman and OpenAI, government loan guarantees for AI data centers, and Fannie Mae and Freddie Mac potentially taking equity stakes in tech firms. The hosts analyze Elon Musk's trillion-dollar pa...

Diet TBPN: November 6, 2025

OpenAI's "Backstop," The Benefits of Bubbles, Elon's New Comp Package | Bret Taylor, Dave Baszucki, Vlad Tenev, Uri Marchand, Alex Israel, Paul Erlanger, Nilam Ganenthiran

Diet TBPN: November 5, 2025

Isaacman Back in the Cockpit at NASA, Google Takes AI to Space, 𝕏 Timeline Reactions | Cliff Obrecht, Jerry Murdock, SHL0MS, Shehzan Maredia, Mina Fahmi, Alessandro Chesser, John Maslin, Eugenia Kuyda, Anish Acharya, David Risher & Erin Brewer

Diet TBPN: November 4, 2025

Sequoia's Leadership Shakeup, Anthropic's Road to Profitability, 𝕏 Timeline Reactions

Diet TBPN: November 3, 2025

David and Ben discuss various topics, starting with the trend of haunted houses and Hollywood studios converting into data centers, and Trump's AI and energy deals in Pennsylvania. They analyze Brad Gerstner's podcast interview with Satya Nadella and Sam Altman, focusing on the debate around OpenAI's financial commitme...

Sama's BG2 Appearance, Ilya Sutskever Deposition, Porsche 911 Turbo S Reactions | Mark Gurman, Daniel Roberts, Erica Brescia, Benjamin Witte

Diet TBPN: October 31, 2025

Marc Andreessen & Ilya Sutskever Host TBPN, Mag 7 Earnings Recap | Aydin Senkut, Dean Ball, Shreya Murthy, Lulu Meservey & Gaby Goldberg, Jakob Diepenbrock, Shishir Mehrotra, Karri Saarinen

The hosts, dressed in Halloween costumes as famous tech figures, analyze recent tech earnings from major companies like Amazon, Apple, Microsoft, Meta, and Tesla, discussing key metrics, market reactions, and strategic implications, including the impact of AI and regulatory challenges. They also discuss broader tech an...