Mentioned On
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 $650M Series C for space-based interceptor systems; building JAKL spacecraft for space superiority”
Big Tech Q1 Earnings AnalysisAI CapEx to Revenue ConversionGame Theory and Cooperation (Red/Blue Button)
View AnalysisBloomberg Tech · Apr 28, 2026
OpenAI Linked Stocks Fall on Report It Missed Targets
“Space defense startup raised $650M Series D at $2.2B valuation; building orbital surveillance and engagement systems”
OpenAI Revenue and User Growth TargetsAI Infrastructure Spending and ROICompetitive Dynamics: OpenAI vs Anthropic vs Google
View Analysis