Appears On
Episode Appearances
TBPN · May 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
“New Intel CEO vowing to revitalize design and foundry businesses; hired TSMC executive and restructured leadership”
Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience
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The Rundown · May 5, 2026
Palantir Crushes Earnings, Apple in Talks with Intel
“New CEO leading Intel's reinvention as chip manufacturer; winning Apple's business would validate strategy”
Palantir Earnings and ValuationApple Supply Chain DiversificationTSMC Manufacturing Dependency
View AnalysisTBPN · Apr 25, 2026
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
“Communicated CPU-to-GPU ratio shift from 1:8 to 1:4 on earnings call; articulated agentic AI narrative driving CPU demand”
Intel CPU demand from AI agents and inference workloadsCPU-to-GPU ratio shifts in AI infrastructureUS government semiconductor industrial policy and Intel backing
View AnalysisTBPN · Apr 8, 2026
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
“Announced Intel's partnership with Musk on Terafab chip manufacturing project”
Meta Token Spending and Anthropic PartnershipAI Model Distillation and IP ProtectionFrontier Model Training Costs and Economics
View AnalysisTBPN · Apr 7, 2026
Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont
“Announced Tarifab partnership; positioning Intel for AI infrastructure manufacturing”
Meta's Token Leaderboard and AI Spending IncentivesData Center Political Opposition and Rate Payer ProtectionHypersonic Aircraft Development and Iterative Hardware
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