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Public Market Software Disruption from AI

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TBPN · 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 Incentives Data Center Political Opposition and Rate Payer Protection Hypersonic Aircraft Development and Iterative Hardware AI Model Distillation and IP Protection Semiconductor Manufacturing and Domestic Fab Policy