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All Episodes

TBPN — 712 episodes · page 3 of 8

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Title
201

FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck

202

Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

203

GameStop + eBay, Neural Computers | Nat Eliason, Michael York, Maddie Hall, Anjney Midha, Ben Lamm, Jake Stauch, Garth Sheldon-Coulson, Katie Haun, Nick Abouzeid

204

AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN

205

Inside the OpenAI vs. Elon Musk Courtroom

206

Tech Earnings Recap, Beautiful Data Centers | Mike Isaac, Kyle Harrison, David Marcus, Turner Caldwell, Everette Taylor, Puneet Mehta & Justin Wexler, Alexander Embiricos

207

🟣 The Collison Brothers LIVE on TBPN | John Collison, Patrick Collison, Henri Stern, Jeff Weinstein, & Zach Abrams

208

Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN

209

Big Tech Earnings, Red vs. Blue Button, Quantum Computing | Jason Yanowitz, Even Rogers, Maria Spiropulu, Stepan Simkin, Kashish Gupta, Dan Magy, Vlad Tenev, Parag Agrawal & Andrew Reed, Gabriel Stengel

210

In-Car Surveillance is Coming | Diet TBPN

211

In-Car Surveillance, Goblin-Mode, Jon Gray from Blackstone Joins | Colleen Aubrey, Anthony Liguori, Colin Zima, Alex Epstein, Shira Lazar, Anshul Gupta, Apurva Shrivastava, Bubble Boi

212

China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN

213

China Blocks Manus Sale, Rick Caruso in the Ultradome, Zak Brown from McLaren Joins | Will Hurd, Anush Elangovan, Augustus Doricko

214

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN

215

Gary Vee Says the Smartest Investors Are Going Analog

216

Intel Rips, Cursor's Plan, Thrive's Giant Bet, GPT 5.5 | George Kurtz, Professor Sendy, Gary Vaynerchuk, Yoland Yan, Ben Horwitz

217

Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN

218

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

219

SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN

220

SpaceX/Cursor Deal, Images 2.0 Reactions, Fake Bear Attack | Anil Chakravarthy, Naveen Gavini, Avlok Kohli & Ankur Nagpal, Joel Edwards, Renen Hallak, Darian Shirazi

221

Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN

222

Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

223

Marc Benioff vs. Verizon CEO Dan Schulman on AI, Blue Origin’s Latest Flight | Diet TBPN

224

Verizon vs Salesforce, Blue Origin's Test, Robot Marathon | Signüll, Ethan Ding, Matt McKinney, Errik Anderson, Pippa Lamb & James Wise

225

Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN

226

Kevin Hart live on TBPN

227

Jensen on Dwarkesh, Cursor + xAI, Codex Update | Kevin Hart & James Morrissey, Ben Smith, Jonathan Criss, Paul Scherer, Matan Grinberg, Akhil Voorakkara, Charlie Cheever, Victor Cardenas Codriansky, Theodor Marcu

228

Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN

229

AI-Birds, Snap's Next Chapter, Amazon + Globalstar | Kiva Dickinson, Aron D'Souza, Michael Mignano, Wade Foster, Ankur Nagpal, Bailey Pumfleet, Han Wang

230

Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN

231

Artemis II Recap, Work vs Leisure, AI Backlash | Krste Asanović, Peter Diamandis, Balachandar Ramamurthy

232

Chad Janis: How I Sold Grüns to Unilever for $1.2B

233

SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN

234

SpaceX Financials, Chimpanzee Civil War, Ferrari's Brand Legend | Josh Reeves, Prof. Alex Young, Jason Kim, Chad Janis, Jordan Bramble, Andy Dunn

235

Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN

236

Binance’s CZ: We’ll Never Know Satoshi, and That’s Good

237

Jassy's Shareholder Letter, The Next AI Capability, 𝕏 Timeline Reactions | Saagar Enjeti, Joe Weisenthal, Kesava Kirupa Dinakaran, Brian Manning, Cobi Blumenfeld-Gantz, Changpeng Zhao, Tal Hoffman

238

Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN

239

Meta Drops New Model, Mythos, RoboLamp | Luther Lowe, Dan Primack, Lior Susan, Feross Aboukhadijeh, Qasim Mithani, Jaleh Rezaei, Jeremy Philip Galen

240

Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN

241

FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor

242

Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont

243

The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN

244

$1B GLP-1 Lessons, New AI Careers, China's 2030 Master Plan | Sam Broner, Jonathan Slotkin, Liz Hoffman, Bret Taylor, Ariyan Kabir, Atif Siddiqi

245

Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN

246

OpenAI Acquires TBPN

247

Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN

248

FULL INTERVIEW: Apple Exec on How Apple Builds Products That Actually Win

249

Eddy Cue Joins for Apple's 50th, Artemis Launch, Jamie Dimon's Plan, Save Snap Now, SpaceX IPO | Aaron Terrazas, Pratap Ranade, Abhishek Das, Garry Tan, Brannin McBee, Sam Yagan

250

AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN

251

AI Is Coming for Your Memes, Axios NPM Package Compromised, Claude Code Source Code Leak | Alex Pruden, Qasar Younis, Sebastian Mallaby, Forrest Heath, Dino Mavrookas, Will Ahmed, Jannick Malling, Ryan Daniels, Chris Yu

252

Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN

253

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race

254

The Lawyer Who Beat Meta and Google, Revisiting The Jetsons, Japan Twitter | Tae Kim, Logan Bartlett, Sam Stephenson, Ben Broca, Brett Adcock, Andrei Serban

255

Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN

256

$2B Allergy Drug, ChatGPT Ads, Mansion Section | Billy Boman, Benjamin Miller, Faris Sbahi, Evan Loomis, Anvisha Pai, Ryan Tseng

257

How I Built and Sold SALT & STONE

258

Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN

259

Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret

260

Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN

261

Benchmark's Future, SpaceX IPO, RIP Sora | Mike Knoop, Nathan Benaich, Rohin Dhar, Eric Jorgenson, Jenny Just, and Matt Hulsizer

262

Peptide Debate Recap, John Ternus Rumors Swirl, OpenAI Nonprofit to Spend $1B | Diet TBPN

263

Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller

264

The Great Peptide Debate with Martin Shkreli & Max Marchione

265

SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN

266

The Great Peptide Debate, SpaceX's Lunar Mass Driver, AI Coming for Zuck's Job | Martin Shkreli & Max Marchione, Mitchell Green, Shane Hegde, Dr. Adam Oskowitz, Robin Vince, David Senra

267

Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN

268

100 Billion Bezos, SMCI Fully Sends GPUs (To China), Reddit CEO Joins | R.F. Kenmore, Mitch Lee, Bucky Moore, Steve Huffman, Quaid Walker, Ankur Jain, Michael Kratsios

269

Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN

270

Samsung Invests $70B in AI Chips, The Cubanator Joins, Apple's Do Nothing Win AI Strategy | Mark Cuban, John Kim, Eugen Alpeza, Ari Herbert-Voss, Alex Konrad, Carl Eschenbach & Pat Grady, Jim Cantrell, Tom Hulme

271

FULL INTERVIEW: Mark Cuban on Robots, AI, Self-Driving, and Advice to Students

272

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN

273

H200s in China, Apple Blocks Vibe Coding, Peptide Debates | Andy Fang, Matt Jayson, Dr. Cameron Sepah, Chris Gadek, Chris Hladczuk, Georgios Konstantopoulos, Matt Huang

274

OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN

275

AI Side Quests, Zaslav's Payday, SF Housing Market is Back | Shyam Sankar, Gili Raanan, Anna Patterson, Jake Loosararian, carried_no_interest

276

AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

277

AI vs. Dog Cancer, Oscars Reactions, How to Lose the AI Arms Race | Kevin Espiritu, Paul Conyngham, Tony Zhao, Drew Oetting, Carina Hong, Cameron Fink, Debra Birnbaum

278

Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN

279

Travis Kalanick Joins, Spotify CEO, Nikesh from Palo Alto Networks, xAI Rebuild, Apple Faces Slop Allegations

280

Uber Founder Travis Kalanick is Back with a New AI Startup

281

FULL INTERVIEW: Alex Karp on AI, Job Loss, and the Future of Work

282

Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey

283

Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN

284

Oracle Rips, Ellison's Tech-First Vision, Fertilizer Crisis | Apoorv Agrawal, Owen Jennings, Amjad Masad, Shardul Shah, Mike Blue, Brian Taylor, Ivan Soto-Wright

285

Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN

286

Nvidia Invests in Thinking Machines, Meta Acquires Moltbook, BYD F1 | Olivia Moore, David Paffenholz, Adam Goldstein, Max Junestrand, Allan McLennan, Jagdeep Singh, Scott Hickle

287

FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat

288

Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN

289

History’s Largest Oil Disruption, Oil & AI, Sundar's New Pay Deal | Alex Epstein, Dr. Alex Wissner-Gross, Charles Lamanna, Julien Bek, Eoghan McCabe, Michelle Volz

290

OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN

291

GPT-5.4 Reviews, Oil Spikes, Anthropic's TGIF | Doug DeMuro, Vincenzo Landino, Max Hodak

292

Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN

293

Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack, Cameron McCord, Max Haot, Christian Howell

294

Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN

295

New Apple Products, Anthropic's Strategy, Why AI Costs Don’t Hurt Apple | Dean Ball, Scott Kupor & Jared Isaacman, Adam Bry, Matteo Franceschetti, Dillon Rolnick

296

Netflix’s Next Move, Zuck’s $170B Florida Mansion, the Billionaire Tax Push | Diet TBPN

297

Ellison's Media Empire, Ken Burns Joins, Cursor Mic Drop | Matthew Belloni, Gokul Rajaram, Nik Seetharaman, Raj Rajamani, James Everingham, Dr. Felix Ejeckam

298

Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN

299

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

300

FULL INTERVIEW: Ben Thompson on Why Anthropic is Wrong