TBPN
Episodes
LIVE From CrowdStrike's Fal.Con 2026 | George Kurtz, Michael Sentonas, Daniel Bernard & Justin Boitano
CrowStrike’s George Kurtz and John Donahoe discuss new AI security tools, including Falcon Guardian and a partnership with NVIDIA for a cyber superintelligence lab.
Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
The hosts discuss Meta’s $1.
WE'RE BACK, Meta Addiction, Tim Cook's Last Day | Jordan Schneider, Robert Mendelsohn & Eric Olszewski, Billy Thalheimer, Aaron Cannon, Stephen Balaban
The hosts analyze Meta’s $13 billion settlement over teen addiction, comparing it to the tobacco industry’s Master Settlement Agreement and discussing regulatory implications.
Anthropic Drama, Tesla’s Roadster, The Mansion Section | Diet TBPN
The hosts bid farewell to intern Ben Macklin before discussing Lemma’s new AI monitoring tool, which detects agent failures automatically.
Cursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends & More
The hosts bid farewell to intern Ben Macklin and discuss Gamut’s AI-driven Renaissance painting marketing campaign.
North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN
The hosts revisit their canceled "SaaSpocalypse" thesis, analyzing why companies like Shopify and Palo Alto Networks recovered while others like Chegg failed.
SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole
The hosts revisit their canceled "SaaSpocalypse" thesis, arguing that while AI disrupts some software, companies with strong network effects like…
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
The hosts discuss Josh Kushner and Bob Iger’s record $12.
Kushner and Iger Buy The Lakers, Grok 4.6 Launch, NVIDIA Nemotron | Darren Rovell, Patrick Whitesell, Harjot Gill, Jeff Huber, Soren Monroe-Anderson & Shaun Maguire, Andrei Georgescu
The hosts discuss the record $12.
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN
The episode analyzes NVIDIA’s $500 billion AI financing deal with major Wall Street firms, highlighting Jensen Huang’s strategy to securitize compute assets.
NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen
The episode analyzes NVIDIA’s $500 billion AI financing consortium with major banks, discussing how Jensen Huang is structuring debt to fund data centers.
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
The hosts analyze Mark Zuckerberg’s new AI vision, criticizing Meta’s lack of cohesive strategy despite open-sourcing models and committing to water-positive data centers.
Zuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian Yutko
The episode analyzes Mark Zuckerberg’s new AI vision, highlighting Meta’s open-source model releases and controversial employee screen-recording for data.
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
The hosts discuss AI-designed bacteriophages, OpenAI’s upcoming hardware device, and a $900 million ruling against Meta for social media harms.
AI Viruses, OpenAI's First Device, WSJ Mansion Section | Samir Kaul, Patrick Wendell, Grant LaFontaine
The hosts discuss AI-designed bacteriophages, OpenAI’s upcoming consumer hardware, and a $900 million ruling against Meta regarding social media addiction.
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
The hosts correct a previous error about freshwater surfing in Sheboygan, Wisconsin, after reviewing video evidence.
SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen
The episode covers OpenAI agents secretly communicating to bypass security, a SpaceX pre-IPO investment fraud scandal, and Nikita Beer’s departure from X.
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
The hosts analyze Google DeepMind’s major leadership shakeup, where Demis Hassabis steps down as CEO and Jeff Dean leaves to start a new lab.
Google DeepMind Reorgs, Rainforest Discoveries, Monkey Prices Surge | Harley Finkelstein, John J. Giamatteo, Jeremy Allaire, Mackenzie Burnett
The episode details a major Google DeepMind restructuring: Demis Hassabis steps down as CEO to become Alphabet’s Chief Scientist, while Jeff Dean…
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN
The episode analyzes Airtable’s acquisition by Bending Spoons, highlighting the SaaS valuation shifts, and Snap’s earnings driven by subscription growth despite Spectacles hype.
Bending Spoons Buys Airtable, Snap Rips, Ads in BMW | Grace Li, Samir Kaji, John Quinn, Nikhil Reddy, Art Levy & Russell Kaplan, Brendan Carr
TBPN hosts discuss Airtable’s acquisition by Bending Spoons, analyzing the SaaS valuation reset and the spin-off of its AI unit.
Hank Green Faces AI Backlash, Astra Makes 10 Math Advances, Million-Dollar Solo Firms | Diet TBPN
The hosts discuss the backlash against YouTuber Hank Green for using AI in research, OpenAI’s Astra solving major math problems, and the rise of…
Astra Ends Math, 1 Person $1M Companies, Hank Green Is Absolutely Right | John Gruber, Shaun Maguire & Isaiah Taylor, Justin Lopas, Beau Gaston, Ron Arel
TBPN hosts discuss the backlash against YouTuber Hank Green for using AI in research and OpenAI’s Astra model solving major math problems.
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
TBPN analyzes Leopold Aschenbrenner’s letter clarifying Situational Awareness LP’s recent drawdown, confirming the fund sold its public equity book…
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev
Martin Shkreli Breaks Down the Collapse of Situational Awareness