Mentioned On
Episode Mentions
TBPN · Aug 11, 2026
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
“Published bullish reports on both Meta and SpaceX that appear to be moving private market valuations significantly.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Aug 10, 2026
What the Heck is Graph Engineering?
“Research firm that identified Oracle's Malaysia data center as being used almost exclusively by ByteDance.”
TBPN · Aug 10, 2026
Zuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian Yutko
“Published detailed bull cases for both Meta and SpaceX, driving SpaceX shares up 13% in five days.”
TBPN · Aug 8, 2026
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
“Published analysis declaring DeepMind no longer a frontier lab and projecting $250B+ in additional TPU bookings for GCP.”
TBPN · Aug 7, 2026
AI Viruses, OpenAI's First Device, WSJ Mansion Section | Samir Kaul, Patrick Wendell, Grant LaFontaine
“Published analysis declaring Google DeepMind no longer a frontier lab and labeling Google a secular short.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 31, 2026
What a $30B Hedge Fund Implosion Really Means for AI
“Research firm cited for estimating Anthropic above $60B ARR and on track for $1B profit this quarter.”
Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
“Dylan Patel's firm tracking semiconductor supply chain and AI infrastructure; scaled AI spend from $10K to $7M annually as case study”
TBPN · Jan 9, 2026