Mentioned On
Episode Mentions
TBPN · Feb 18, 2026
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
“Indian energy and logistics conglomerate announced $100B investment in AI data centers by 2035”
Cournot Equilibrium in AI MarketsAI Compute Supply CompetitionMemory Chip Manufacturing Bottlenecks
View AnalysisTBPN · Feb 17, 2026
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
“Announced $100 billion investment in AI infrastructure for India”
Cournot Equilibrium in AI LabsAI Model Training EconomicsStablecoin Adoption and Regulation
View Analysis