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Episodes

TBPN · Feb 6, 2026

Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli

AI Agent Deployment Semiconductor Supply Chain Bottlenecks Hyperscaler Capital Expenditure SaaS Disruption by AI Enterprise AI Adoption

TBPN · Jan 23, 2026

China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa

Chinese Brand Acquisitions TikTok Divestiture Deal Intel Earnings Decline Voice AI Infrastructure AI Content Detection