Issue No. 43Week ending Sunday, October 25, 2026628 episodes · 2772 articles
The Throughline ↓
The Podcast Summary.

10+ hours of podcasts, in 5 minutes.

BusinessTBPN

50 Gigawatts To The Face, 17% GDP Growth Please, Road to COD 4, Bing Gordon Joins

John Coogan and Jordi Hays discuss Nathan Fielder's documentary film on Elizabeth Holmes with Wired's Katie Drummond, analyze SemiAnalysis's surging 50-gigawatt AI data center forecast, and review the latest Call of Duty campaign. They are joined by gaming legend Bing Gordon to discuss product psychology and AI in game design, followed by startup funding discussions with Greptile CEO Daksh Gupta ($50M Series B), Town CEO Jean Denis ($108M Series B), and Tolen founder Quinton Farmer ($30M Series B).

Key takeaways

  • Electronic Arts founding executive Bing Gordon argues that volume of output separates elite talent: "better people get more iterations out, more good iterations out." Read more →
  • Greptile raised a $50 million Series B led by Menlo Ventures to build independent, automated code testing and validation software. Read more →
  • Town secured a $108 million Series B led by Forerunner Ventures and Menlo Ventures at a $1 billion valuation to build enterprise AI agents. Read more →
  • Katie Drummond, Global Editorial Director at Wired, admits the publication ran one of the earliest Elizabeth Holmes profiles and "largely laundered her lies" during the 2010s tech boom. Read more →
  • Quinton Farmer raised a $30 million Series B for Tolen from Keith Rabois at Khosla Ventures and Mike Mcdano at Union Square Ventures to build personal AI companions. Read more →
  • SemiAnalysis revised its 2027 data center capacity forecast upward from 43 to 50 gigawatts, backed by contracts and satellite tracking. Read more →

6 articles from this episode

More TBPN episodes

Every TBPN episode we cover →

The Sunday Email

Get next Sunday's issue in your inbox.

10+ hours of podcasts, distilled into one 5-minute read. Free, every Sunday.

Newsletters

For now, every subscriber gets both newsletters. No spam. Unsubscribe with one click.