Episodes
TBPN · Feb 17, 2026
Why No One Talks Cournot, Hollywood vs. Seedance 2.0, Micron’s $200B Bet | Jon Caramanica, Haseeb Qureshi, Spenser Skates, Celine Halioua, Ankur Goyal, Reed Duchscher
Cournot Equilibrium in AI LabsAI Model Training EconomicsStablecoin Adoption and RegulationSaaS Industry DisruptionCreator Economy Monetization
View AnalysisOpenAI Podcast · Jan 19, 2026
Episode 12 - State of the AI Industry
Agentic AI SystemsMulti-Agent WorkflowsAI Compute InfrastructureEnterprise AI AdoptionAI Business Models
View AnalysisBG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Microsoft-OpenAI Partnership RestructuringAI Compute Infrastructure InvestmentAGI Development TimelineAI Safety and RegulationEnterprise AI Adoption
View Analysis