Podcasts · Technology
TBPN
674 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
Blue Origin New Glenn rocket explosionEnterprise AI ROI measurementToken maximization dashboardsAI spending rationalizationSpace industry competitionRocket development failuresAI cost deflation trendsCorporate AI budgetingDinosaur fossil auctionsLuxury collectibles market
Analyzed Episodes
May 30, 2026
New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
Blue Origin New Glenn rocket explosionEnterprise AI ROI measurementToken maximization dashboards
View AnalysisJun 1, 2026
YouTubers Win the Box Office, Salesforce on a Tear, Bernie Sanders: A.I. is a Public Resource | Adam Iscoe, Danial Jameel, Mike Schroepfer, Nico Ferreyra, Sue Khim, Bernie Su
YouTube creator box office successHollywood production economicsAI workflow automation
View AnalysisJun 2, 2026
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
Google $80B equity fundraise strategyAI infrastructure capital requirementsBerkshire Hathaway housing market investment
View AnalysisJun 2, 2026
Google Taps Berkshire, Confidential IPO Filings, Putin's Longevity | Jack Doohan, Shreya Murthy, Nate Cavanaugh & Justin Fox, Thomas Mueller, Edward Kim, Brynn Putnam
Google $80 billion equity raiseBerkshire Hathaway investment strategySpaceX IPO announcement
View AnalysisJun 1, 2026
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
YouTuber Hollywood SuccessCreator Economy Film TransitionAI Company Taxation Policy
View AnalysisMay 15, 2026
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
Cerebras IPO and wafer-scale chip architectureAI inference speed vs. model capability trade-offsFederal Reserve chair confirmation and stagflation policy
View AnalysisMay 13, 2026
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
Trump-Xi Summit GeopoliticsUS-China Semiconductor Export ControlsAI Model Parity and China's Development Timeline
View AnalysisMay 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience
View AnalysisMay 5, 2026
FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
eBay acquisition strategy and deal structureCollectibles authentication using physical retail infrastructureLive commerce and creator partnership strategy
View AnalysisMay 6, 2026
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
Musk vs. OpenAI litigation and equity control disputesAI pre-release regulatory screening (CAISI/Casey framework)Startup regulatory capture risks in AI governance
View AnalysisApr 29, 2026
Big Tech Earnings, Red vs. Blue Button, Quantum Computing | Jason Yanowitz, Even Rogers, Maria Spiropulu, Stepan Simkin, Kashish Gupta, Dan Magy, Vlad Tenev, Parag Agrawal & Andrew Reed, Gabriel Stengel
Big Tech Q1 Earnings AnalysisAI CapEx to Revenue ConversionGame Theory and Cooperation (Red/Blue Button)
View AnalysisApr 30, 2026
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
Tech Earnings Analysis: Google, Amazon, Microsoft, Meta Q4 ResultsAI Infrastructure CapEx Justification and ROI TimelinesAzure Cloud Growth and Enterprise AI Adoption Metrics
View AnalysisApr 28, 2026
In-Car Surveillance is Coming | Diet TBPN
In-car drunk driving detection technologyFederal vehicle surveillance mandatesAI accuracy and false positive rates in safety systems
View AnalysisApr 24, 2026
Gary Vee Says the Smartest Investors Are Going Analog
Analog Business Investment OpportunitiesMid-Funnel Marketing StrategyLive Commerce and Social Shopping
View AnalysisApr 25, 2026
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
Intel CPU demand from AI agents and inference workloadsCPU-to-GPU ratio shifts in AI infrastructureUS government semiconductor industrial policy and Intel backing
View AnalysisApr 23, 2026
Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
Private Equity Software WritedownsAI Disruption of Legacy SaaSMedallia Restructuring and Debt Crisis
View AnalysisApr 22, 2026
SpaceX/Cursor Deal, Images 2.0 Reactions, Fake Bear Attack | Anil Chakravarthy, Naveen Gavini, Avlok Kohli & Ankur Nagpal, Joel Edwards, Renen Hallak, Darian Shirazi
SpaceX/XAI/Cursor Strategic PartnershipAI Image Generation Capabilities (ChatGPT Images 2.0)Venture Capital Structure and Democratization (USVC)
View AnalysisApr 22, 2026
SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
SpaceX-Cursor Strategic PartnershipXAI and Grok Product TimelineAI Compute Infrastructure and Supercomputers
View AnalysisApr 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 IncentivesData Center Political Opposition and Rate Payer ProtectionHypersonic Aircraft Development and Iterative Hardware
View AnalysisApr 7, 2026
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
Financial modeling philosophy and thesis-driven analysisSemiconductor investing and GPU infrastructure layerPrivate market vs. public market investing dynamics
View Analysis