TBPN
TBPN Corp
23 episodes
AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. Wallach
6 Nov · 2 h 13 min
- NASDAQ bounces 1.38% after Wall Street's $2.5tn one-day rout, the worst since June 2026.
- October adds 165,000 jobs against a 59,000 forecast, beating all 80 Bloomberg survey respondents, with unemployment back at 4.1%.
The Market Cries Out for Help, Neocloud FUD, Strauss Zelnick Fires Back at Take-Two Slander
5 Nov · 53 min
- The Nasdaq falls 5% into correction territory as chip stocks drive a "true panic" that erased $2.2tn in 55 minutes.
- Prediction markets put Anthropic's odds of an IPO before December 1 at 61%, down from 88%, with Jim Cramer warning it needs a discount.
Politics 101, Prediction Markets Win, FOGO | Apoorva Mehta, Alex Spiro, Anish Agarwal, Derek Blasberg
4 Nov · 2 h 15 min
- Kalshi hit 95% accuracy when polls opened in the 2026 midterms, beating Vote Hub's 77% average.
- California's Prop 40 failed and data center moratoria votes went 43 to 1, with Harwood, North Dakota the lone outlier.
$AAPL + $PLTR, Value of a Search, Grok Bot Breaks the Bank | Harley Finkelstein, Bridgit Mendler, Dylan Patel & Max Kan & Andrew Megalaa
3 Nov · 1 h 30 min
- Apple and Palantir beat earnings but both stocks fall about 2% as Apple warns AI and memory costs could squeeze margins.
- Palantir's US commercial revenue tops its US government revenue for the first time, $984m to $953m.
Live from NYSE | Joe Weisenthal, Emily Sundberg, Ryan Serhant, Lynn Martin
2 Nov · 1 h 30 min
- Ryan Serhant says September's pending US home contracts were the fewest in 30 years, worse than 2008, with rates up 100 basis points.
- Anthropic's Q3 revenue reaches $17bn on a $137bn run rate, though growth is decelerating.
Warren Buffett & Charlie Munger LIVE on TBPN, Intel Stock Crashes, WSJ Mansion Section | Darren Rovell, Will Manidis, David Senra
30 Oct · 1 h 56 min
- Hackers drained about 6.3bn dollars from Binance's digital wallets after breaching an engineer's laptop, with Tether and Circle freezing about 3bn dollars of the stolen funds.
- Intel shares fell about 30 percent in a single day, leaving the chipmaker worth about 336bn dollars and roughly half below its 140 dollar peak.
Google Earnings, Jensen Targeted in Chinese Spy Plot, Ice Cube Joins | Luke Igel, David Rader & Jared Allen, Jake Stauch, Jay Madheswaran, Arthur Querou
29 Oct · 2 h 6 min
- Alphabet's Google missed earnings expectations with $2.12 EPS against $3.01 expected, and the stock fell 12.5%, though Google Cloud revenue doubled to $30.7bn.
- A New York Times report says American officials concluded Megaspeed executive Alice Wong was a Chinese intelligence asset who was close to Jensen Huang, and Trump was briefed about it a year ago and took no action.
Apple Pro and Tell, Genie 4, The Gurmanator Joins | Mark Gurman, Zach Rash, Ben Liu, Amiram Shachar, Jasper Zhang
28 Oct · 2 h 7 min
- Apple launched an iPad mini, an M6 MacBook Pro, and a touchscreen MacBook Pro, with Jordi Hays calling the OLED display the bigger upgrade.
- Google launched Genie 4, a research preview world model that generates realistic, interactive real-time environments, alongside Gemini 4 Carbon's benchmark scores.
Anduril Laptop, DoorDash + Instacart, Gavin Baker Joins | Miles Arnone, Rahul Sengottuvelu
27 Oct · 2 h 11 min
- Anduril and Qualcomm's Blue Chip laptop, built for defense and public safety users, is expected in 2027, with Palmer Luckey arguing a nation that cannot build its own computers cannot secure them.
- DoorDash is in advanced talks to acquire Instacart at a value near $17bn, a deal the hosts doubt the FTC would easily approve.
Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX
27 Oct · 41 min
- Gavin Baker calls Anthropic's S-1 an upside surprise, citing only $10bn burned and a roughly $67bn annualized revenue run rate.
- Baker says only 250 Anthropic accounts spend over $10m, arguing AI spending is more diversified than critics like the New York Times report suggest.
Anthropic's S-1, Samsung Controversy, IGTV | Doug O'Laughlin & Joey Brookhart, Andre Haddad, David Faugno, Mark Swan, Chanda A. Bell & Christa Pitts, Ivan Zhang & Luisa San Martin
26 Oct · 2 h 39 min
- Anthropic's S-1 shows $67.2bn annualized revenue, up 45% quarter on quarter, and operating margin swinging from negative 13% to 19%.
- Anthropic spent only about $482m on capex in the first half while holding roughly $690bn in compute commitments through 2033 and 2036.
Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz
23 Oct · 1 h 53 min
- Moderna shares fell 26% intraday and closed down 18% after Phase III data for its mRNA cancer vaccine leaked two days before scheduled presentation.
- Moderna's Phase III showed 42% relative risk reduction, below the 49% from Phase II, prompting investor disappointment over weaker results.
Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning
22 Oct · 1 h 56 min
- Matthew Prince says a PHP flaw affecting about 70 percent of the web, including WordPress sites, is exploitable for full server takeover, and urges everyone to update now.
- Prince says OpenAI first alerted Cloudflare about the bug roughly two months earlier, and Cloudflare saw attacks jump from thousands to millions per minute after the patch.
Jobs Boom, Astra Reactions, Cybercab Roll Out, The Dyson Debate | Hunter Somerville, Bar Winkler, Bridgit Mendler, Carina Hong & Ken Ono
5 Sept · 2 h 20 min
- Hunter Somerville of StepStone Group says bankers set the IPO bar at roughly $400 to $500m in top-line revenue, while 2021-2022 companies took 25 to 50 percent markdowns from their last round.
- Wonderful, an applied AI firm led by CEO Bar Winkler, works only with companies above $750m in revenue and raised $550m in its latest round.
Meta Releases Muse 1.1, GPT-5.6 Sol Reactions, New Robot Hand Alert | Eric Seufert, Bernt Børnich, Josh Lindgren, Jeffrey Morgan, Thibault Sottiaux, Sean Frank
9 Jul · 2 h 23 min
- Meta launched Muse Spark 1.1 with a paid API tier, its first time charging businesses for access to its models, with Zuckerberg promising aggressive pricing.
- Eric Seufert argues Meta would earn more from its compute by applying it to its core advertising business than by selling API access.
GPT-5.6 Sol Reactions, Coatue Bets Big on Blue Origin, Cheaper Vision Pro Delayed | Vincent Weisser, Ben Thompson, Rodrigo Liang, Alana Palmedo, Byron Boots, Will Mayer, Tucker Brown
8 Jul · 2 h 45 min
- Blue Origin is raising roughly $10bn in its first outside capital at an expected valuation of about $130bn, with Jeff Bezos investing $2bn directly.
- Getty Images terminated its $3.7bn Shutterstock merger after UK regulators required the sale of Shutterstock's editorial business, a block the hosts say could hurt both firms facing AI image pressure.
China Export Controls, Jeremy Giffon Breaks Silence, Alex Hormozi in the Ultradome | Josh Zoffer, John McElhone, Deena Shakir, Hussein Fazal, John Nay
7 Jul · 2 h 20 min
- China is holding preliminary talks, reported by Reuters, about restricting overseas access to its most advanced AI models, including those from Alibaba, ByteDance and DeepSeek.
- SK Hynix plans a roughly $28bn Nasdaq share sale, with Leopold Aschenbrenner's Situational Awareness possibly taking up to $7bn of it.
Alex Hormozi's Playbook for Building Billion-Dollar Businesses
7 Jul · 1 h 1 min
- Alex Hormozi says his company buys existing large multifamily properties rather than building real estate from scratch, and that volume content drives top-of-funnel growth.
- Hormozi argues that medical spas are an underserved category where an aging, wealthy population drives demand while technician talent is the real constraint.
MetaCloud, Bending Spoons IPO with Founder Luca Ferrari, Amble Founder Joins | Mark Pincus, Shubh Sinha, Wayne Ting, Jeffery Liu & Jon Wang, Eliot Pence, Luca Ferrari, Nick Grossman, Julian Hoenig
1 Jul · 2 h 37 min
- Meta is reportedly developing a cloud business to sell AI computing power and models, competing with AWS and Google Cloud, but Jordi Hays says the report rests on a single Bloomberg article.
- Jordi Hays says Meta has never said it wants to be in the cloud business, and its stated goal for its superintelligence lab is personal superintelligence.
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, 𝕏 Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
10 Jun · 3 h 8 min
- Sridhar Ramaswamy says AI has cut Snowflake data pipeline setup from weeks to days and migrations from about three years to a couple of quarters.
- Matthew Prince says agent traffic passed human traffic on Cloudflare in the first half of 2026, earlier than he forecast.
Google I/O Reactions, Large IPOs Incoming, Figma's AI Assistant | Dylan Field, Brian Chesky, Feross Aboukhadijeh, Tae Kim, Immad Akhund, Marcus Milione
20 May · 2 h 33 min
- Founders Fund and Valor could make more than $60bn in gains on the roughly $80bn SpaceX IPO, with Goldman Sachs reportedly leading the offering.
- Socket raised a $60m Series C at a $1bn valuation led by Thrive Capital, with 500% ARR growth, while Dylan Field says design is becoming the battleground as code commoditizes.
Bezos Launches AI Startup, GPT-4o Debate, LeCun’s LLM Revolt | Eric Glyman, Stacy Rasgon, Luca Ferrari, Healey Cypher, John Tenet, Reed Duchscher
17 Nov 2025 · 3 h 52 min
- OpenAI restored GPT-4o under a legacy menu after users protested its removal, a reversal that hosts say could cost roughly $200m in monthly recurring revenue if paying users leave.
- Jeff Bezos is launching Project Prometheus as co-CEO with Vik Bajaj, an AI startup reportedly raising $6.2bn for engineering and manufacturing in computers, aerospace and automobiles.
Google Doubles Down on Cloud AI, Hulk Hogan Passes Away at 71, Hill and Valley Forum Reactions | Casey Neistat, Chris Samra, Zak Kukoff, Vineeta Agarwala, Micky Malka, Alex Hawkinson
24 Jul 2025 · 3 h 29 min
- Google raises 2025 capex to about $85bn as Q2 revenue grows 14% to $96.4bn.
- Hulk Hogan, born Terry Bollea, dies at 71 after winning a $115m judgment against Gawker.