Episode Mentions
TBPN · Jun 29, 2026
Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon | Edward Coristine & Tai Groot, Chad Rigetti, Pim de Witte, Yadin Soffer, Jack Morris, Neil Movva, Jakob Diepenbrock, Chris Altchek
“Raised $100M Series C; clinical AI platform managing 100,000 chronic disease patients remotely.”
Chinese Open-Source AI Models and Geopolitical ImplicationsGLM 5.2 Benchmark Performance and Distillation ConcernsGoogle Throttling Meta's Gemini API Access Due to Capacity Constraints
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Moonshots with Peter Diamandis · Apr 28, 2026
David Sinclair: The GLP-1 Side Effect No One Talks About, What AI Found in His Lab, and Reversing Blindness | Q&A EP #251
“AI scientist agentic system used in Sinclair's lab for longevity research and biological age discovery from transcriptomic data”
GLP-1 drug side effects and safety monitoringAI-driven drug design and molecular screeningCellular reprogramming (OSK therapy)
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Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“EDA tools company; example of software tools that will see increased usage by AI agents”
NVIDIA's competitive moat and ecosystem lock-inTPU vs GPU architecture trade-offs for AI workloadsSupply chain control and capacity forecasting
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Cheeky Pint · Feb 26, 2026
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
“EDA tool vendor providing design automation for physical design and verification; critical infrastructure for MatX”
Transformer-optimized chip architectureHBM vs SRAM memory trade-offs in AI inferenceSystolic array design and optimization
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Acquired · Jan 27, 2025
TSMC Founder Morris Chang
“EDA software company in Hsinchu Science Park ecosystem; critical for chip design tools integrated with TSMC processes”
Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development
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