Mentioned On
Episode Mentions
TBPN · Jul 16, 2026
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
“Planned city project in Solano County that lost Saronic as a marquee tenant due to California's slow permitting process.”
Open-weight AI model releases and competitive positioningAI model distillation as geopolitical and cybersecurity threatThinking Machines Lab Inkling model benchmarks and architecture
View AnalysisTBPN · Jul 16, 2026
TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black
“Lost Saronic's shipyard as a marquee tenant due to California's slow permitting process.”
Open-weight AI model releases and competitive positioningAI model distillation and Chinese lab IP concernsVenture capital market dynamics and 'playing with house money' post-Anthropic
View AnalysisThe Ezra Klein Show · May 12, 2026
I Have Some Questions for the Democrats Who Want to Run California
“Tech billionaire-backed effort to build 400k-unit master-planned city in Solano County, facing local opposition and regulatory scrutiny”
California Housing Construction Costs and Modular HousingPermitting Timelines and Regulatory StreamliningLocal Government Fees and Fiscal Incentives for Housing
View AnalysisTBPN · Jan 21, 2026
Kling Crosses 12M, China’s Aging Tech Problem, Thinking Machine Turmoil | Rich Greenfield, Jan Sramek, George Lewin, Ara Kharazian
AI Video GenerationTalent Wars in AIAI Productivity Measurement
View Analysis