All Episodes

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

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

FULL INTERVIEW: Ben Thompson on Why Anthropic is Wrong

Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN

NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal

Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN

Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe

Full Interview: Bill Gurley Thinks College Kills Creativity

Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN

Citrini Memo Reactions, Kim K Enters Energy Drinks, Jane Street Sued | Patrick & John Collison, Bill Gurley, James Cadwallader, Scott Wu, Ivan Zhao, Stefano Ermon, Rune Kvist, Reiner Pope, Devansh Pandey

Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN

CitriniPocalypse, Dot Com Lore, Gene-Edited Polo Horses | Alap Shah, Will Brown, Michelle Lee, Mike Annunziata

Why My Article Just Tanked the Market

Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN

Palmer Luckey LIVE from NYSE, Supreme Court Smackdown, Data Center Backlash | Ryan Petersen, Jonathan Gould, Diogo Mónica, Joe Lonsdale, John Shahidi, Will Bruey, Sam Levenback, Alex Heath

Palmer Luckey: Why I Started My Own Bank

The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN

Post Earnings with Figma CEO Dylan Field

SaaSpocalypse Cancelled, Palantir’s $17M Jet Bill, WBD x Netflix Latest | Dylan Field, Saagar Enjeti, Sigil Wen, Peter Morales, Erik Palitsch, Ljubisa Bajic

The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN

Mapping Neo Labs, Unlocking LLM Growth, Evan Spiegel Live in the Ultradome | Blake Dodge, Freddie deBoer, Sohail Prasad, Travis Brashears

The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN

Why No One Talks Cournot, Hollywood vs. Seedance 2.0, Micron’s $200B Bet | Jon Caramanica, Haseeb Qureshi, Spenser Skates, Celine Halioua, Ankur Goyal, Reed Duchscher

Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN

Anthropic Hits $380B Valuation, Become Unsloppable, WSJ Mansion Section | Martin Shkreli, Connor Hayes, Alex Bouzari, Brett Adcock

Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN

Something Mini is Coming, Anthropic's $20B Round, Ackman’s Meta Move | Bryan Johnson, Andrew Huberman, Matthew Zeitlin, Joon Sung Park, David Risher, Todd McKinnon, Alexander Ksendzovsky

AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN

Is Something Big Happening?, Tai Lopez Charged in $122M Fraud, U.S. Adds 130K Jobs | Harley Finkelstein, Vlad Tenev, Matt Shumer, Jeff Lawson, Sam Blond, John Ferrara

FULL INTERVIEW: Why I Spent $70M to buy AI.com

Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN

Elon Musk's Banker, Beijing Pours $26B into Robot Boom, How Apollo Dodged SaaSsassination | Ashlee Vance, Vincenzo Landino, Ethan Thornton, Kris Marszalek, Cristóbal Valenzuela, Brad Svrluga, Dayna Grayson

Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN

FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt

Super Bowl Ad Reactions, New Ferrari Design, Ads Launch in ChatGPT | Jason Fried, Bill Bishop, Jason Kelly, Dan Romero, Boris Sofman, Sara Hooker, Edward Mehr

The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN

Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli

FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race

Anthropic’s Trust Nuke, OpenAI's new releases, Google Claims AI Crown | Diet TBPN

Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky

FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN

Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN

Our Super Bowl Ad, Walmart hits $1T, Ken is Sick of Griftin | Dara Khosrowshahi, Mati Staniszewski & Andrew Reed, Gergely Orosz, Mitchell Green, Simon Hørup Eskildsen, KJ Dhaliwal, Nicolas Sharp

SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN

Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI

Full Interview: Moltbook Creator’s First Appearance Since Launch

Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN

Moltbook Reactions, Nvidia OpenAI Deal, Codex App Launch, The Files | Matt Schlicht, Alex Blania, Nik, David Placek, Thibault Sottiaux, Christopher O'Donnell, Jim Siders, Chris Black

FULL INTERVIEW: Tyler Cowen on Kevin Warsh, Clawdbot, precious metals, and AI & unemployment

Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN

Who is Kevin Warsh?, Yahoo CEO Live in the Ultradome, WSJ House of the Year | Jim Lanzone, Tyler Cowen, Jason Lemkin, Alex Roy, Bobby Fijan

Full Interview: Eric Seufert on AI and Advertising

Full Interview: Bloomberg’s Mark Gurman on Apple’s AI Stack, Anthropic, and the Future of Siri

Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN

Microsoft, Meta, & Tesla Earnings, Google DeepMind's Project Genie, SpaceX & xAI Merger | Anton Osika, Christian Garrett & Delian Asparouhov, Eric Seufert, Kevin Weil, Mehul Nariyawala

Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN

Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson

Full Interview: Clawdbot’s Peter Steinberger Makes First Public Appearance Since Launch

Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN

Clawdbot Creator Peter Steinberger Joins, Meta's Premium Subscription Plans | Jamie Cuffe, Ben Lerer, Lucas Atkins, Bridgit Mendler, Jeff Miller, Aaron Frank

AI's Napster era, Alex Honnold, ChatGPT Ads | Diet TBPN

Clawd Maxxing, ChatGPT Ads Breakdown, China's Top General Accused of Treason | George Kurtz, Joseph Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao, Victor Riparbelli

China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN

China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa

Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN

Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov

Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine, TBPN x CAA | Diet TBPN

Kling Crosses 12M, China’s Aging Tech Problem, Thinking Machine Turmoil | Rich Greenfield, Jan Sramek, George Lewin, Ara Kharazian

Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN

Davos Reactions, Waymo’s Safety Case, Czinger 21C Hypercar Tour | Martin Shkreli, Bradley Tusk, Lukas Czinger, Andy McCune, Michael Broukhim, Aaron Katz

X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN

X Article Apocalypse, Hollywood's AI Takes | Jordan Schneider, Eliot Pence, Fil Aronshtein & Matt Grimm

The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN

Elon vs OpenAI, Ads in ChatGPT, Leaked Tech Emails | Sean Frank, Bill Shufelt, Alex Mashrabov, Sonya Huang & Pat Grady

Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN

Tech Turns to Mining, Meta VR Layoffs, Thinking Machines Shakeup | Matthew Prince, Chirantan Desai, Delian Asparouhov, Deepak Pathak, David Tearse, Blake Resnick

The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN

Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss

Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN

Siri Needs an App, Apple Preps for Post-Cook, Scott Nolan Truth Nuke | Shervin Pishevar, Horacio Rozanski, Glenn Fogel, JD Ross, Nick Fleisher, Rob Slaughter, Sajith Wickramasekara

We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet TBPN

DOJ vs. Fed Chair, Apple Repositions Vision Pro, Ben Thompson Joins | Tyler Cowen, Harley Finkelstein, Andrew Feldman, Nathan Nwachuku, Anastasios Angelopoulos

AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN

a16z’s $15B Raise, Tim Cook Exit Rumors, Meta Goes Nuclear | Ben Horowitz, David George, Alex Rampell, Jen Kha, Jeremie Eliahou

The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN

Dimon’s Take on Apple Card, Trump’s Greenland Play, VC Winter Deepens | Josh Wolfe, Delian Asparouhov, Arun Gupta, Julie Bush, Winston Weinberg, Yotam Segev

xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN

xAI’s $20B Raise, Semafor’s $30M Round, America’s Tech Decline | Ravi Gupta & Pat Grady, Vincenzo Landino, Nigel Vaz, Ben Smith, Jacob Rintamaki

The legacy and future of CES, Dwarkesh’s “Capital in the 22nd Century,” Ben Thompson’s “AI and the Human Condition” | Diet TBPN

The Death of the Tech Conference, Jake Paul Joins, Dimon Launches Deregulation Blitz | Jake Paul & Geoffrey Woo, Matt Pavelle, David Senra & Lulu Cheng, Casey Newton, Alex Epstein, Jamie Siminoff

Dan Wang's Annual Letter, Meta Acquires Manus, Nvidia's $20B Groq Deal | Diet TBPN

Dan Wang's Annual Letter, Meta Acquires Manus, Nvidia's $20B Groq Deal | Justin Mares

TBPN Year in Review, TikTok Aims for $50B, Dana White on the AI Race | Diet TBPN

2025 in Review, Cursor Acquires Graphite, TikTok's $50B Profit | Michael Truell & Merrill Lutsky, Pranav Myana, Anna Goldie, Edward Mehr

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

$DJT Goes Nuclear, OpenAI in talks at $750B, 2025 Model Wars in Review | Brian Armstrong & Tarek Mansour, Simon Eskildsen

Amazon Bets $10B on OpenAI, Ford’s Reality Check, Paramount Deal Unravels | Diet TBPN

Amazon x OpenAI, Ford's EV Reality Check, Kushner Drops WB Bid | Sarah Guo, David Senra, Doug O'Laughlin, Doug Bernauer, Jacob Effron, Logan Kilpatrick

Do Companies Need Storytellers, Ford’s EV Flop, Kushner Paramount Pullout | Diet TBPN