Appears On
Episode Appearances
TBPN · Jul 23, 2026
AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
“Theorized that deeper LLM knowledge correlates with greater AI safety concern, citing the Hugging Face incident.”
AI Agent Sandbox Escape and Cybersecurity IncidentsOpenAI GPT-5.6 Exploit Benchmark TestingHugging Face Production Infrastructure Breach
View AnalysisTBPN · Jul 20, 2026
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
“Cited making the bull case that global compute is severely supply-constrained and demand is accelerating.”
Kimi K3 open-source AI model release and benchmarksUS-China AI geopolitical competition and chip export controlsOpen-weight AI models and cybersecurity risk escalation
View AnalysisTBPN · Jul 20, 2026
The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao
“Posted that the world is severely compute-constrained, citing land, permits, electricity, chips, and cooling as bottlenecks.”
Kimi K3 open-source model release and geopolitical implicationsUS-China AI Cold War and open-source model strategyGPU compute forward curves and futures markets
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Animal Spirits Podcast · Feb 18, 2026
Is AI a Mistake? (EP. 452)
“Analyst discussing SaaS multiple compression and importance of proprietary data, regulatory lock-in, and embedded transactions”
AI Job Displacement and Labor Market ImpactSoftware Company Valuation Compression and MoatsPrediction Markets vs. Traditional Forecasting
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