Eric Glyman on AI Spend: Software Now Has Marginal Costs
Eric Glyman explains how Ramp hit $2B in revenue and why usage-based AI tokens turned software into a variable expenditure with true marginal costs.
YCSE Review, Roadster Reactions, Porsche Does It, Walter Isaacson Joins
With John Coogan, Jordi Hays, Walter Isaacson, Eric Glyman, Christian Jensen, Tavarish · Sunday, October 18, 2026
John Coogan and Jordi Hays review Nathan Fielder's documentary 'You Can See Everything' and analyze Tesla's wild Roadster tech demo alongside Porsche's analog-focused Mission S. Bestselling biographer Walter Isaacson joins to discuss Elon Musk's leadership psychology, demon mode, and the imperative for human-centric AI. Ramp co-founder Eric Glyman and Dragoneer investor Christian Jensen then explain Ramp's $1.85 billion fundraise and the economics of managing enterprise AI spending, before automotive YouTuber Tavarish offers a candid breakdown of supercar engineering and track performance.
Key takeaways
- Ramp passed $2 billion in annualized revenue over the summer, growing more than 100% year over year alongside a $1.85 billion fundraise. Read more →
- OEM computational fluid dynamics (CFD) simulations break down above 230 mph because air around the car compresses by more than 5 percent, creating a hard barrier for real production supercars. Read more →
- John Coogan canceled his $5,000 Tesla Roadster deposit after Tesla revealed that production will not start until 2028. Read more →
3 articles from this episode
Tavarish on Supercar Physics: Why Tesla Roadster Stunts Fail
Tavarish explains why 230 mph breaks CFD simulations, why Tesla Roadster thrusters will never ship, and what Porsche got right with the 918.
Why John Coogan Canceled His Tesla Roadster Reservation
Tesla showed off cold gas thrusters for the Roadster, but pushed production to 2028. Here is why John Coogan refunded his $5,000 reservation.
More TBPN episodes
- SELL EVERYTHING (Including Your Dollars), PPI God Candle, Lee Jae Myung Says "We Must Live"Oct 18 · 2 articles
- Muse Wonder, Anjney Sizes Up, Neal Stephenson Joins, Social Reckoning Review, Eli Manning LiveOct 18 · 2 articles
- Xbox Labs, Animatronic Birds, IoT Device Warfare, Reflection, Decart, CharacterAIOct 18 · 3 articles
- Minecraft AI Mods, Should You Sell Your Data, Construction Paper Really Fell OffOct 11 · 6 articles