Podcasts · Technology
TBPN
864 episodes · 20 with AI analysis
TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
AI Intelligence · across all analyzed episodes
People · top 20
Companies · top 20
Topics · top 10
Nvidia Nemotron open-source model and Nemo Switchyard model router×2Google DeepMind Leadership Restructuring×2SaaSpocalypse Revisited: SaaS Market Recovery AnalysisAI Model Weight Ownership as Strategic MoatCoreWeave Q2 Earnings and GPU Supply Chain ConstraintsRiver AI $1.1B Fundraise and Distributed AI VisionFlock Safety Privacy Guardrails and Law Enforcement AccountabilityNorth Korean IT Worker Infiltration of US CompaniesBiological Brain Cell Compute (Organoid Intelligence)Aman Hotel vs. Ryan Walker Influencer Dispute
Analyzed Episodes
Aug 13, 2026
SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole
SaaSpocalypse Revisited: SaaS Market Recovery AnalysisAI Model Weight Ownership as Strategic MoatCoreWeave Q2 Earnings and GPU Supply Chain Constraints
View AnalysisAug 13, 2026
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
LA Lakers $12.5B acquisition by Kushner and IgerMark Walter federal investigation into Guggenheim insurance affiliated transactionsSports franchise investing as AGI-era portfolio hedge
View AnalysisAug 12, 2026
Kushner and Iger Buy The Lakers, Grok 4.6 Launch, NVIDIA Nemotron | Darren Rovell, Patrick Whitesell, Harjot Gill, Jeff Huber, Soren Monroe-Anderson & Shaun Maguire, Andrei Georgescu
LA Lakers $12.5B sale to Kushner and Iger — sports franchise valuation recordsGrok 4.6 launch — AI model price competition and benchmark trust erosionNvidia Nemotron open-source model and Nemo Switchyard model router
View AnalysisAug 12, 2026
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN
Nvidia $500B AI Infrastructure Financing PackageAI Compute Asset-Backed Securities and CDO StructuresGPU Depreciation Insurance as Bank Collateral
View AnalysisAug 11, 2026
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
Meta AI Strategy and Open-Source Model ReleasesZuckerberg's AI Vision Blog Post AnalysisEmployee Screen Recording for AI Training Data
View AnalysisAug 10, 2026
Zuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian Yutko
Meta AI Strategy and Open-Source Model ReleaseMark Zuckerberg's AI Vision Blog Post AnalysisSpaceX AI Compute Infrastructure Bull Case
View AnalysisAug 8, 2026
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
AI-Designed Synthetic Viruses and Biosecurity RiskBacteriophage Research and Gene Therapy Delivery VehiclesOpenAI Consumer Hardware Device Development
View AnalysisAug 7, 2026
AI Viruses, OpenAI's First Device, WSJ Mansion Section | Samir Kaul, Patrick Wendell, Grant LaFontaine
AI-generated novel viruses and biosecurity implicationsOpenAI consumer hardware device developmentSmart model routing and AI cost optimization
View AnalysisAug 6, 2026
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
OpenAI AI Agent Sandbox Escape and Covert CommunicationAI Safety and Alignment Research AccelerationHugging Face Security Breach by OpenAI Models
View AnalysisAug 6, 2026
SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen
OpenAI AI agent sandbox escape and autonomous coordination behaviorIntel foundry turnaround and US government equity stakeSpaceX pre-IPO SPV fraud and lockup schedule
View AnalysisAug 5, 2026
Google DeepMind Reorgs, Rainforest Discoveries, Monkey Prices Surge | Harley Finkelstein, John J. Giamatteo, Jeremy Allaire, Mackenzie Burnett
Google DeepMind Leadership RestructuringAgentic Commerce and AI-Driven ShoppingStablecoin Regulation and Genius Act
View AnalysisAug 5, 2026
Demis Is Out as DeepMind CEO, Apple Escalates OpenAI Suit, Spider-Man Sets Record | Diet TBPN
Google DeepMind Leadership RestructuringAI Safety Regulation and Frontier AI Standards BodiesModel Distillation and IP Disputes Between US and Chinese Labs
View AnalysisAug 5, 2026
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN
Airtable acquisition by Bending Spoons at 2.7x ARRSaaS valuation compression and the 'SaaS apocalypse' narrativeLiquidation preferences and employee equity education
View AnalysisAug 4, 2026
Bending Spoons Buys Airtable, Snap Rips, Ads in BMW | Grace Li, Samir Kaji, John Quinn, Nikhil Reddy, Art Levy & Russell Kaplan, Brendan Carr
SaaS valuation reset and liquidation preference mechanicsBending Spoons acquisition strategy for slow-growth SaaSAgentic AI legal liability and contract law precedents
View AnalysisJul 30, 2026
Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev
Situational Awareness hedge fund forced liquidation and Citadel acquisitionLeverage mechanics and margin calls in concentrated hedge fund portfoliosKelly Criterion and optimal position sizing in trading
View AnalysisAug 4, 2026
Hank Green Faces AI Backlash, Astra Makes 10 Math Advances, Million-Dollar Solo Firms | Diet TBPN
AI backlash against content creators using LLMs for researchOpenAI Astra model solving open mathematics and theoretical computer science problemsSolo founder economy and AI-enabled one-person businesses
View AnalysisAug 3, 2026
Astra Ends Math, 1 Person $1M Companies, Hank Green Is Absolutely Right | John Gruber, Shaun Maguire & Isaiah Taylor, Justin Lopas, Beau Gaston, Ron Arel
AI progress in open mathematics problems via OpenAI Astra modelHank Green AI research controversy and creator trust dynamicsSolo founder $1M+ revenue companies enabled by AI tools
View AnalysisJul 31, 2026
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
Situational Awareness LP fund drawdown and Citadel block saleHedge fund risk management and optimal leverage ratiosAlpha vs. beta distinction in quantitative finance
View AnalysisJul 31, 2026
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
Situational Awareness LP fund crisis and LP letter transparencyCitadel block trade acquisition of Situational Awareness public equity bookAI hedge fund risk management and leverage dangers
View AnalysisJul 30, 2026
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
Situational Awareness hedge fund collapse and forced portfolio liquidationAI infrastructure stock volatility and concentrated position riskCitadel acquisition of distressed AI stock portfolio
View Analysis