Episode Mentions
TBPN · May 6, 2026
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
“Taking Amex Global Business Travel private for $6B; backed by General Catalyst; AI-driven business services transformation”
Musk vs. OpenAI litigation and equity control disputesAI pre-release regulatory screening (CAISI/Casey framework)Startup regulatory capture risks in AI governance
View AnalysisInvest Like the Best with Patrick O'Shaughnessy · Feb 18, 2026
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
“Firm where Alex Talman works; provided structural insights for Thrive's Holdings permanent capital vehicle”
Concentrated portfolio strategy and conviction investingFounder-centric partnership model in venture capitalSmall team culture and organizational design
View Analysis