Issue No. 17Sunday, April 26, 202676 episodes · 195 articles
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40 hours of podcasts, in 5 minutes.

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AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN

With John Coogan, Jordi Hays, Jensen Huang, George Hutz · Sunday, April 26, 2026

This episode covers the Q1 2026 earnings of Google, Microsoft, Amazon, and Meta, analyzing their differing AI investment strategies and capital expenditures. It also delves into an optimistic outlook on AI's impact on job creation, refuting doomsday scenarios with arguments from Jensen Huang and George Hutz. Further discussions include the potential of AI in automated skin exams, benchmarks of frontier AI models on ARC AGI V3, and Amazon's experimental AI-generated product podcasts.