Appears On
Episode Appearances
TBPN · Jul 16, 2026
TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black
“Discussed venture market dynamics, open-source AI risks, app layer defensibility, and 2021 bubble comparisons.”
Open-weight AI model releases and competitive positioningAI model distillation and Chinese lab IP concernsVenture capital market dynamics and 'playing with house money' post-Anthropic
View AnalysisTBPN · Mar 25, 2026
Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN
“New partner who joined post-Uber scandal, described as recent college graduate”
Venture Capital Reputation ManagementAI Video Generation EconomicsOpenAI Product Strategy
View Analysis