Mentioned On
Episode Mentions
TBPN · Mar 23, 2026
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
“Listed as participant in OpenAI's private equity deal for enterprise distribution”
Lunar mass driver technologySpace data centersOpenAI private equity funding
View AnalysisTBPN · Mar 17, 2026
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
“Partner in OpenAI enterprise deployment venture, owns Fogo de Chao restaurant chain”
OpenAI strategy refocusAI side quest prioritizationEnterprise AI deployment
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Thoughts on the Market · Jan 7, 2026
A Revolution in Credit Markets
“Referenced as early private equity platform with $600M AUM in 1993; example of PE evolution and financing needs”
Leverage Lending Guidelines and Regulatory RelaxationPrivate Credit Market Evolution and GrowthDigital Infrastructure Financing
View Analysis