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TBPN
hosts · john coogan · jordi hays
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guests & speakers · 202
john cooganjordi haysgrantsamirpatrick wendellchris powerariandylan fieldchristian motionadichalnick thompsonjeremy allaireharley finkelsteinmackenzie burnettjohn giamatteoryan petersonjohn quinnart levygrace leenikiosamir kajujohn grubersean maguirejustin lopezisaiah taylorronleopold aschenbrennertrey stevensblake resnickrichard craigmartin shkrelimichael kimvlad tennvjun parkkaren pureguom verdonmartin skreytake-twojoe wisenthaladam cohenamjad masadjameson deweilerstanley tangtae kimakostyler cosgroveben zigjustinluke knightjonathan jacobebrent fransongary vaynerchukmatedean meyeranneseth cohenlisa sumuhammadoliver camerontravis kalanickmax hodakverl patellynnkaiwei tangstephenzane darferdinand deitzchad edwardschris besttyler cowentony xiaokhaliltarek mansourconor lovedanny youngeverett randalljordan blackeric lymandavid baszuckidylan buyersevan burnsnoahtyler paigejack dentgiannisalexis ohaniannicomark gurmansean frankjeff morganeric seufertbernt børnichtiboben thompsonalana palmotucker brownrodrigo leangwill mayervincent vicerbyron bootsjohn malhonejohn nayhussein fazaldena shakiralex hormozibaijumichaelarob tavesvipulandrew collinswayne tangjordanshub shinhaluca ferrarijulian honikelliot pencerickygavin bakerzachaaronandrewiantristanjohn coogan and jordi hayschris hchekpamchad regettineiljeff lowethomasmerrillisaiahdr. swamicarterryanandarussell smithstamconnor hayesashpayton casehugo friskephrain torresraphael vivasvinod khoslamarky wagnersridhar ramaswamymatthew princefarzabret taylorjordan brambledambisa moyosamuel homwill marshalldavid kirtleypete florencealex karppeter zaffinochad walquistalexander goodmikeyhenry sternnikesh aroratom fairleyalex heathtom muellernate kavanaghbin putnammikesue kimdanielbrad gerstnerjamiezayn mountcastlesean henryeric riesalex atallahjames rogersdan shipperbill (convective capital)eric (modal labs)alex nordstromjoeytay kimamadferasbrian cheskymarcus millionphilippe indirectaidenfijim blokaatadeanrowandoug laughlinamy reinhardtandrew feldmaneric vishriasteveben hilac
episodes · 96
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN3 insights
2026-08-08 · Hosts see Meta facing tobacco-style perpetual liability regime from state lawsuits
AI Viruses, Social Media Addiction, Mansion Section25 insights
2026-08-07 · Series G: $500M at $20B valuation; live shopping monetization 10x YouTube
SpaceX SPV Gone Wrong, Intel's Comeback, Meta Releases Coding Agent, Dylan Field Joins22 insights
2026-08-06 · Expedia CEO Arian: 14% revenue growth, AI driving 40% better cycle time in engineering, n…
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN8 insights
2026-08-06 · US government takes 10% Intel stake via CHIPS Act conversion, stock quadruples
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN9 insights
2026-08-05 · SpaceX internal revenue projections accelerated to $1T by 2030 from 2031
Google DeepMind Reorgs, Rainforest Discoveries, Monkey Prices Surge, NYT Stock Drops19 insights
2026-08-05 · Circle USDC dominates 70% of real-world stablecoin transactions; building agentic labor m…
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN14 insights
2026-08-05 · Bending Spoons emerges as Constellation Software for prosumer high-churn SaaS
Spoon = Bent, Apple vs OpenAI, Snap Rips, Ads in BMW, The Most Feared (John B. Quinn) Live20 insights
2026-08-04 · Intelligence hits $60M ARR building intelligence marketplace for AI model evaluation
Hank Green Faces AI Backlash, OpenAI Math Advances, Million-Dollar Solo Firms | Diet TBPN1 insight
2026-08-04 · Meta's AI vertical integration strategy faces investor skepticism over double infrastruct…
Astra Ends Math, Gruber Joins, 1 Person $1 Companies, Hank Green Is Absolutely Right15 insights
2026-08-03 · Base Power raises $1B Series D at $13B post to build battery factories and distributed po…
Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive17 insights
2026-07-31 · Situational Awareness turns down $3.5B Anthropic stake sale to Green Oaks and Sequoia, ke…
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN9 insights
2026-07-31 · Azure growth accelerates to 43% YoY, driving $450B single-day market cap gain
Martin Shkreli Breaks Down the Collapse of Situational Awareness16 insights
2026-07-30 · Shkreli discloses personal position in Japanese holding Kosha, trading at 3x earnings
Leo Sold, Ferrari Undefeated, Meta Down, Microsoft Up, Market Turmoil22 insights
2026-07-30 · Kim: Fund II at 157x heading to 250x, top-three all-time venture return
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN2 insights
2026-07-30 · Coogan questions Ferrari EV strategy: Luce lacks volume to subsidize brand like Porsche C…
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN6 insights
2026-07-30 · SK Hynix falls 10% despite 500% profit growth as AI chip expectations priced to perfection
Robot Bans, Zuck Op-Ed, Open Letter, eBay Settles18 insights
2026-07-29 · Weave's prompt router cuts enterprise AI token spend up to 80% by shifting to cheapest mo…
RSI Is Closer Than People Think, Per Tae Kim13 insights
2026-07-29 · Take-Two: Nvidia's early CoreWeave stake validates GPU cloud profitability thesis
Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN6 insights
2026-07-28 · Anthropic clarifies open-weight stance: no ban, chip sanctions, distillation crackdown, m…
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN10 insights
2026-07-28 · Nvidia leads Open Secure AI Alliance framing open source as cybersecurity asset
Tae Kim Sounds Off 🗣️🗣️🗣️, Big Companies Are Hiring Again, HBO Goes Short Form7 insights
2026-07-28 · Akos: Takeoff scaled from $0 to near 8-figure ARR in months via revenue-aligned autonomou…
Letter Enthusiasts, $250B, Mega-Startup School, SSI x Nvidia, ETN Raises $1.6M14 insights
2026-07-27 · Nvidia leads Open Secure AI Alliance to frame open-source AI as cyber defense asset
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN8 insights
2026-07-24 · AMD unveils Helios MI450 rack system and $5B Anthropic partnership at Advancing AI
AMD CEO Lisa Su Live on TBPN10 insights
2026-07-23 · AMP spinning out 2GW infrastructure arm, procuring nuclear energy for 2030 AI capacity
Inside Travis Kalanick’s Wild New AI Company2 insights
2026-07-22 · Kalanick raises $1.7B for Atoms: full-stack industrial AI platform automating mining, foo…
HackingFace, Science Funding, Travis Kalanick Joins, New Apple Gear4 insights
2026-07-22 · Fireworks AI raises $1.5B to build specialized intelligence platform for enterprise
China China China, Substack & Pangram Fight Slop, Is It Bleak to Lock In, Search Fund Fairy Tale6 insights
2026-07-21 · Light Phone launches $299 minimalist flip phone to combat attention economy
U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN9 insights
2026-07-21 · Ramp's model router called 'god tier product expansion' addressing CFO token cost pain
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN5 insights
2026-07-20 · Kimi K3 open-source release challenges closed-model lead and tests Red Hat-style monetiza…
Tyler Cowen Doesn't Think America Should Ban Chinese AI Models1 insight
2026-07-20 · Cowen cites BYD's European penetration as evidence tariffs fail
Kimi, Odyssey, Tyler Cowen Joins, 5 Cups of Coffee, Aston Martin x COD10 insights
2026-07-20 · Sunday Robotics achieves 99% zero-shot laundry folding, oneshot learning emerges from sca…
TML Inkling, California Forever? TSMC Capex, Tokenomics, Roblox20 insights
2026-07-16 · Ramp launches token spend management after 21x customer AI spend growth; owns infra for 3…
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN5 insights
2026-07-16 · Anthropic shutting down millions of distillation accounts per week as Chinese labs allege…
Stripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN11 insights
2026-07-16 · Michael Burry opposes Stripe's $53B offer as too low
IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN1 insight
2026-07-14 · IBM loses AI budget share as customers shift capex to GPU build-out
IBM Nukes, Demis Govt Plan, Clanker Whales, Paramount WBD Deep Dive8 insights
2026-07-14 · State Affairs raises $70M to build real-time legislative knowledge graph for Fortune 100
Apple vs OpenAI, Mustard Controversy, Mark Gurman, Alexis Ohanian, & Morgan Housel Join5 insights
2026-07-13 · Shortcut's Excel AI agent beats world champion, demonstrating superhuman spreadsheet reas…
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN2 insights
2026-07-11 · SK Hynix NASDAQ ADR debut pops 14% as critical AI memory bottleneck
5.6 Stories, Meta Bull Case, Phia Affiliate Drama, Movies and Mansions5 insights
2026-07-10 · SK Hynix NASDAQ IPO highlights HBM as critical AI bottleneck
5.6 Sol + Superapp Release, AI 2040, Tibothy Joins, New Robot Hand Alert, Meta Releases Muse 1.123 insights
2026-07-09 · Ollama raises $65M Series B, 9M developers, 85% Fortune 500 adoption, hosting open models…
Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN3 insights
2026-07-09 · Blue Origin raises $10B at $130B valuation with Bezos doubling down
China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN7 insights
2026-07-08 · Major banks leading vertical rebundling of payment rails via Fiserve deal
Ben Thompson Joins, 5.6 Sol Reactions, Coatue Bets Big on Blue Origin at $130B15 insights
2026-07-08 · Compound Creative launches permanent-capital fund to acquire profitable creator businesses
Ben Thompson Explains the XBOX Disaster2 insights
2026-07-08 · Thompson: GTA 6 Vastly Underpriced at $80, Should Charge $200 Given AAA Craftsmanship Pin…
XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN1 insight
2026-07-07 · Xbox division losing $0.64 per dollar invested, margins 3-10x below rivals
Alex Hormozi in the Ultradome, China Export Controls, SK Hynix, Big Bank Comeback8 insights
2026-07-07 · Norm AI raises $120M Series C at $1.2B: vertical AI law firm automating Big Law workflows
Alex Hormozi's Playbook for Building Billion-Dollar Businesses2 insights
2026-07-07 · Hormozi doubles down on School platform: 30M users, $1B+ GMV
XBOX RIF, "Manual" Ferrari, SPV Hustle Debate, EV Truck Fraud7 insights
2026-07-06 · Cowboy Space builds 'Honda Civic' rocket for space data centers, skips reusability initia…
Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN9 insights
2026-07-03 · Meta burns $2.65B annually on AI tokens, signaling massive infrastructure demand
Fable Unbanned, Lab Nationalization, End of Paper-Based Retirement, SpaceX Phone14 insights
2026-07-02 · Valor Atomics first nuclear startup to generate electricity, powered Nvidia Spark, target…
MetaCloud, Bending Spoons IPO with Founder Luca Ferrari, Fabel Freed, TML Cooking10 insights
2026-07-01 · Bending Spoons IPO: serial acquirer compounding via debt, 90% AI-written code, $4M revenu…
Etched Founder Joins, AI Creates Jobs, It's OVER for Peptides, Tristan Thompson in the Ultradome10 insights
2026-06-30 · Etched launches transformer-specific inference hardware with low-voltage technology and c…
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN7 insights
2026-06-30 · Z.AI closes the open-source gap but remains token hungry
Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon, Rocket Lab buys Iridium6 insights
2026-06-29 · Cadence raises $100M Series C to automate chronic disease treatment, saving Medicare $2.7…
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN3 insights
2026-06-27 · OpenAI designs custom AI chip with Broadcom and secures 40% of global DRAM wafers
Cannes Recap, Meta Gambling Goggles, AI Restrictions, Apple Price Hikes6 insights
2026-06-26 · SpaceX pioneering direct retail bond sales via X Money at 6% yield
Jake Paul Thinks We'll Live Forever7 insights
2026-06-18 · Anti Fund backs Helion fusion as power infrastructure for AI compute
Snap SPECS, Taste Labs Timeline Turmoil, AI Execs at G7 | Diet TBPN6 insights
2026-06-18 · Snap Spectacles launch panned: $2,200 AR glasses face activist pressure, no killer app, 9…
Snap Specs, Taste, Midjourney Hardware, Lunchtime for AI Leaders10 insights
2026-06-17 · Raven Prism AR glasses: Linux-based, 30° FOV, all-day hot-swap battery, US-made, <$100M t…
YC Demo Day Lightning Round, New Snap AR Glasses, SpaceX Rips, Threads hits 500M Users10 insights
2026-06-16 · Notch launches ACE: 'knowledge sites' replace websites to serve both humans and AI agents…
Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN4 insights
2026-06-16 · Fox acquiring Roku for ~$22B creates dominant CTV ad platform with 40%+ watch time share
America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat4 insights
2026-06-15 · Gavin Baker: SpaceX IPO near-term drivers are terrestrial compute and Cursor coding agent
Gavin Baker: SpaceX Might Be the Greatest Company of All Time11 insights
2026-06-15 · Baker: SpaceX could be greatest company ever; near-term drivers are terrestrial compute a…
Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN3 insights
2026-06-12 · Bezos' Prometheus raises $12B at $41B to build artificial general engineer for manufactur…
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN1 insight
2026-06-10 · Host bullish on Apple stock as AI catch-up completes Tim Cook era bookend
Facebook gets a movie, Anthropic gets a Fable, Vinod Khosla, Matthew Prince, Bret Taylor6 insights
2026-06-10 · Khosla Ventures backs Pmana Labs: Autoformalization solves AI hallucination in high-stake…
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN4 insights
2026-06-10 · Meta's business too strong for Social Reckoning movie to dent long-term value
Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-13 insights
2026-06-10 · Cloudflare CEO: Isolates architecture positions NET as default platform for AI agent work…
WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN2 insights
2026-06-09 · Apple's private cloud inference for 1B users likely requires undisclosed data center capa…
WWDC, Jobs Up Stocks Down, VC Horror Stories, Cars and Planes13 insights
2026-06-08 · Planet Labs CEO: 42% growth, $700M cash, defense largest segment, commercial AI applicati…
Palantir CEO Alex Karp on Tokenmaxxing & Taste2 insights
2026-06-04 · Karp: Palantir's ontology and taste moat irreplaceable by LLMs
Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN7 insights
2026-06-04 · Ramp raises $750M at $44B valuation, surpassing PayPal in market cap
🔴 Alex Karp LIVE from AIPCon 108 insights
2026-06-04 · AIG Chairman: Palantir ontology built in 4 days for $2B Everest acquisition, transforming…
Microsoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers12 insights
2026-06-03 · Suno raises $400M at $10B+ vision: engagement up 50% in 6 months, targets 300M streaming…
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN6 insights
2026-06-03 · Cloudflare CEO: Agentic bots now exceed human traffic at 57.5%
Google Taps Berkshire, History of Confidential IPO Filings, AI Executive Order, Putin's Longevity10 insights
2026-06-02 · Impulse Space raises $500M Series D for Helios orbital transfer vehicle, enabling 10x pay…
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN8 insights
2026-06-02 · Berkshire acquires Taylor Morrison at 24% premium betting on housing recovery
YouTube Overtakes Hollywood, Sanders on AI, Anthropic IPO, SaaSpocalypse Over?12 insights
2026-06-01 · Heron Power applies EV power electronics to grid for faster data center energization
John Gruber, Kyle Kuzma, Brad Gerstner15 insights
2026-05-29 · Gerstner: Altimeter made massive bets on OpenAI and Anthropic, consuming billions
Where Brad Gerstner Is Investing Billions14 insights
2026-05-29 · OpenAI and Anthropic are Altimeter's largest bets ever, consuming billions
Reactions: Ferrari’s First EV, The Enhanced Games | Diet TBPN4 insights
2026-05-27 · Ferrari Luce EV launch panned as overpriced and uncompetitive vs Tesla
Ferrari EV, Enhanced Games, Pope's Encyclical, Alcohol & Podcasting7 insights
2026-05-26 · Stored raises $250M at $3B to build physical intelligence layer for commerce
The Lean Startup Author on What Ruins Good Companies3 insights
2026-05-26 · LTSE petitions SEC to replace quarterly reporting with semi-annual plus richer disclosure
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN8 insights
2026-05-22 · Anthropic revenue surges to $10.9B Q2 run rate, first profit expected, valuation up 173%…
IPO Giga Boom, World’s Fairs of the Past | Diet TBPN5 insights
2026-05-22 · Tesla's 1000x IPO return highlights Elon Musk's public market wealth creation
Starship Launch, World's Fair Retrospective, Matt Grimm Does the Murph, Big China Moves9 insights
2026-05-22 · Appeal's plant-based coating extends produce shelf life 4x but faces coordinated US disin…
Spotify CEO Joins, Alex Tabarrok Joins, Lots of news from SpaceX, Anthropic, OpenAI, Nvidia and Meta5 insights
2026-05-21 · Convective Capital backs Overstory: satellite AI for utility vegetation management
Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN7 insights
2026-05-21 · Nvidia prints $43B net income, 85% revenue growth; Jensen calls AI factory buildout large…
Google I/O Reactions, Large IPOs Incoming, Vox Sold, Tokenmaxxing Stats13 insights
2026-05-20 · Amad: Mercury raises $200M at $550M valuation from TCB, 2.5x Q1 growth driven by AI-era b…
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN1 insight
2026-05-20 · Google repriced as full-stack AI winner with Cloud growing faster than AWS and Azure
Google I/O 2026, Birth Rate Debates, SpaceX IPO, Karpathy Joins Anthropic8 insights
2026-05-19 · Kamir raises $70M at $7B valuation to automate healthcare admin with language models
Leopold's 13F, Mike Isaac Joins, Data Center Fixes, Shein Buys Everlane, Falling Birth Rates2 insights
2026-05-18 · Decart CEO claims 5-8x inference efficiency across Nvidia, TPU, Trainium chips
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN5 insights
2026-05-15 · SpaceX targeting June 11 NASDAQ IPO pricing, positioning for rapid QQQ inclusion
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN1 insight
2026-05-15 · Cerebras IPO doubles valuation to $64B as wafer-scale chips prove viable for fast AI infe…
Debater Center, Figma's Not Dead, 67 Year Old Founder, AI Monet Paintings5 insights
2026-05-15 · Ackman builds Microsoft stake citing 365 resilience and unpriced OpenAI optionality
Cerebras IPO, Warshtime, VC Infighting, H100s in China, Robot Monkey Business13 insights
2026-05-14 · Cerebras CEO Andrew Feldman: Fast inference will become the entire market, like broadband…