Episode Mentions
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 $160M Series D at $2B valuation; vertical AI for finance enabling investment banks to transform workflows”
Big Tech Q1 Earnings AnalysisAI CapEx to Revenue ConversionGame Theory and Cooperation (Red/Blue Button)
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Bloomberg Tech · Apr 29, 2026
80 Seconds of Big Tech Earnings To Set Market’s Fate
“AI startup valued at $2B; automates tedious banking tasks like slide deck formatting and data entry for financial firms”
AI Infrastructure Capital Expenditure and ROI VerificationCloud Growth and Margin Compression in HyperscalersSupply Chain Constraints and Geopolitical Cost Inflation
View AnalysisTBPN · Jan 28, 2026
Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson
AI Agent Development and DeploymentApple Siri Redesign and AI StrategyNetflix vs YouTube Platform Competition
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BG2Pod with Brad Gerstner and Bill Gurley · Sep 11, 2025
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
OpenAI Enterprise PlatformForward Deployed EngineeringGPT-5 Development
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