Episodes
TBPN · Jun 2, 2026
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
Google $80B equity fundraise strategyAI infrastructure capital requirementsBerkshire Hathaway housing market investmentConfidential IPO filing regulationsSpaceX employee wealth management coordination
View AnalysisNo Priors: Artificial Intelligence | Technology | Startups · Feb 26, 2026
How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari
GPU Debt Financing StructuresTraining vs. Inference Workload EconomicsPower and Energy Constraints for Data CentersDistributed Inference ArchitectureGPU Depreciation and Residual Value
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