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TBPN · Apr 29, 2026

Big Tech Earnings, Red vs. Blue Button, Quantum Computing | Jason Yanowitz, Even Rogers, Maria Spiropulu, Stepan Simkin, Kashish Gupta, Dan Magy, Vlad Tenev, Parag Agrawal & Andrew Reed, Gabriel Stengel

“Raised Series B funding; building web infrastructure for AI agents to access and interact with internet resources”

Big Tech Q1 Earnings AnalysisAI CapEx to Revenue ConversionGame Theory and Cooperation (Red/Blue Button)