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Episodes

TBPN · Mar 7, 2026

OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN

GPT-5.4 performance benchmarks Iran war economic impact Oil price volatility Gulf state investment strategies AI job displacement

TBPN · Mar 2, 2026

Anthropic vs DoW, Ben Thompson Joins, Ellison Says The Biggest Number | James Beshara, John B. Quinn, Michael Grinich, Adam Simon, Matthias Wagner, Joan Rodriguez, Zach Yadegari, Andy Markoff

AI governance and government relations Supreme Court tariff ruling implications Media industry consolidation dynamics Enterprise software infrastructure automation Legal technology and AI integration

TBPN · Feb 26, 2026

NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal

NVIDIA earnings analysis DJI vacuum security breach Block workforce reduction AI impact on employment Market cycle theory

TBPN · Jan 28, 2026

Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson

AI Agent Development and Deployment Apple Siri Redesign and AI Strategy Netflix vs YouTube Platform Competition AI Safety and Auditing Standards Saudi Arabia Sovereign Wealth Fund Liquidity