Appears On
Episode Appearances
TBPN · Mar 7, 2026
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
“Appeared on show discussing how foundation model company financials will shock people”
GPT-5.4 performance benchmarksIran war economic impactOil price volatility
View AnalysisTBPN · Mar 5, 2026
Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack, Cameron McCord, Max Haot, Christian Howell
“Axios reporter discussing VC returns underperforming public markets for 25 years”
AI infrastructure investment returnsVenture capital performance vs public marketsApple product roadmap and AI delays
View Analysis