BusinessTBPN

Mike Isaac (NYT) Joins, Earnings Review, Beautiful Data Centers, Coatue is Land Maxxing

With John Coogan, Jordi Hays, Mike Isaac, Kyle Harrison, David Marcus, Turner Caldwell, Justin Wexler, Punit Soni, Alex · Sunday, May 3, 2026

Also discussed: Jensen Huang

This episode covers Q1 2026 tech earnings for Google, Microsoft, Amazon, and Meta, analyzing their distinct AI strategies and capex. Guests include Mike Isaac on the Elon Musk vs. OpenAI trial, Kyle Harrison on Anduril's defense tech, David Marcus on Lightspark's global dollar accounts, Turner Caldwell on autonomous copper mining, Justin Wexler and Punit Soni on Nomi's enterprise AI, and Alex from OpenAI on Codex's advancements for knowledge work.

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Key takeaways

Nomi, co-founded by Punit Soni and Justin Wexler, closed a $110 million funding round with Accenture and Adobe to scale its agentic AI application tier for enterprise customer experience. Read more →
OpenAI's Codex, powered by GPT 5.5, saw its API revenue double in one week, growing 2x faster than any prior model release, signaling rapid adoption beyond traditional coding tasks. Read more →

2 articles from this episode

Nomi’s $110M Agentic AI: Autonomous Front Office for CX

Nomi raised $110M to build agentic AI for Fortune 500 customer experience, moving from reactive fixes to an autonomous front office. Founders, rethink your CX.

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Codex's 'Lord Bottleneck' AI: Automate Non-Engineer Workflows

OpenAI's Alex reveals how GPT 5.5-powered Codex, with 'computer use' and 'Goal' features, can run autonomous, multi-day tasks, creating a 'Lord Bottleneck' for non-engineers. Apply Alex's workflow to automate your growth experiments.