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▶ 14:58 · $META · AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN

now playing · $META

New Mexico orders $900M+ payout and minor restrictions; hosts see tobacco-settlement precedent

A New Mexico judge ordered Meta to pay $567M fund plus $375M penalties for social-media addiction harms to minors; hosts compare the trajectory to the 1998 Tobacco Master Settleme…

$GOOGL···bearish· highjohn coogan

SemiAnalysis declares DeepMind no longer a frontier lab; Google a secular short

SemiAnalysis argues DeepMind has lost frontier status due to RL team departures and poor compute allocation, with Google selling >20% of TPU output to Anthropic instead of retaini…

$ANTHROPICneutral· mediumjohn coogan

Google sells >20% of TPU shipments to Anthropic; owns ~14% capped with no governance rights

Google is a major compute supplier to Anthropic, with over 20% of TPU shipments (Q3'26–Q4'27) going to Anthropic, while Google's equity stake is capped at 15% with no voting right…

$AUTHENTIC-BRANDS-GROUPbearish· mediumjohn coogan

Authentic Brands labeled a 'graveyard for iconic brands' in roll-up critique

Hosts and chat describe ABG as a 'bending spoons of brands' roll-up that acquires iconic IP (Marilyn Monroe, Elvis, Tapout, Reebok, etc.) but fails to reinvest, leaving brands sta…

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