Appears On
Episode Appearances
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
“Discussed vertical AI for finance, enterprise adoption, and defensibility against AGI concerns”
Big Tech Q1 Earnings AnalysisAI CapEx to Revenue ConversionGame Theory and Cooperation (Red/Blue Button)
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
View Analysis