Why Qualcomm Is Open-Sourcing Its AI Stack
Qualcomm CEO Cristiano Amon explains why running models on device matters, how supply chains hit 100% capacity, and why they bought Modular.
Jensen vs NYT, New Model Reactions, Saudi EVs, You Can See Everything
With John Coogan, Jordi Hays, Cristiano Amon, Talia Goldberg, Louis Antonelli, John Antonelli, Max Levchin, Sam Ross · Sunday, September 27, 2026
The TBPN hosts discuss Nvidia CEO Jensen Huang's stance on AI safety and labor trends before reviewing new generative AI tools, Saudi EV developments, and the Nathan Fielder/Elizabeth Holmes documentary trailer. The episode features interviews with Qualcomm CEO Cristiano Amon on edge AI and open source compute, Bessemer's Talia Goldberg on 'token market fit' and their new $5.75B fund, Real co-founders Louis and John Antonelli on real-time sports media, Affirm CEO Max Levchin on transformer-based underwriting and developer productivity, and Numeral CEO Sam Ross on raising $100M for tax compliance AI.
Key takeaways
- Global chip supply chains are running at 100% capacity with hardware shortages across every compute category. Read more →
- Jensen Huang puts his probability of AI doom near zero, breaking ranks with safety alarmists who want to slow frontier model development. Read more →
- Affirm rolled out Arc, a transformer-based attention underwriting model that doubled the performance gains of their previous gradient-boosted tree models. Read more →
- Real reaches 1.5 million monthly active users by focusing on fantasy players, sports bettors, and die-hard fans who want live score data paired with fast social interaction. Read more →
- Insight Partners led a $100 million round for Numeral, joined by Salesforce Ventures, targeting indirect tax automation. Read more →
- Bessemer partner Talia Goldberg defines token market fit as the threshold where a single user productively consumes $10,000 per month in AI inference. Read more →
6 articles from this episode
Jensen Huang Rejects AI Doomerism and the SaaS Apocalypse
Jensen Huang opposes preemptive AI lab bans, while macro data shows the predicted SaaS and job wipeout failed to appear.
Max Levchin on Why Affirm Cut Cost Per PR by 30%
Max Levchin explains Affirm's Arc transformer underwriting model and how a 12-person tooling team cut cost per PR by 30%.
How Real Hit a 30% Comment Rate and Scaled Live Chat
Real co-founders Louis and John Antonelli explain how sub-second notifications and tiered moderation drove 1.5M MAU.
Why Numeral Raised $100M on the Coming Wave of AI Taxes
Numeral CEO Sam Ross explains why California's new software tax rules and global indirect filings led Insight Partners to back a $100M round.
Bessemer's Talia Goldberg on Token Market Fit and $5.75B Fund
Talia Goldberg explains why token market fit requires $10,000 in monthly inference per seat and how Bessemer allocates its $5.75 billion fund.
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