Discussed On
Episodes
TBPN · Apr 8, 2026
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
Meta Token Spending and Anthropic PartnershipFrontier Model Training Costs and EconomicsDomestic Semiconductor Manufacturing StrategyVertical Integration in AI InfrastructureGeopolitical AI Competition with China
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
Meta's Token Leaderboard and AI Spending IncentivesData Center Political Opposition and Rate Payer ProtectionHypersonic Aircraft Development and Iterative HardwareSemiconductor Manufacturing and Domestic Fab PolicyIndoor Mapping Infrastructure and Robotics Readiness
View Analysis