BusinessTBPN
This episode delves into Jensen Huang's $500 billion AI financing package at Nvidia, designed to address compute constraints and attract institutional capital. It also covers Paramount's dramatic threat to exit Californ…
- Elon Musk's 2025 Tesla compensation plan grants him 423 million shares across 12 tranches, each normally tied to both market cap and operational goals. Read →
- Jensen Huang, Nvidia's CEO, orchestrated a landmark $500 billion AI financing package with top Wall Street firms, aiming to meet the insatiable demand for AI compute. Read →
- Paramount CEO David Ellison has issued an ultimatum: the company will begin relocating its iconic LA headquarters and other operations out of California by October 1st if the stat… Read →
TechAll-In Podcast
This episode delves into the critical debate around AI regulation, discussing a proposal for industry self-regulation versus government control and the alleged regulatory capture by some AI companies. The hosts also ana…
- Researchers at Calico and Revel Pharma used Google's AlphaFold AI to discover a novel enzyme capable of degrading CML, a major advanced glycation end product (AGE) that accumulate… Read →
- Apple sued OpenAI for IP theft, and Grok Build leaked code. Your AI data is vulnerable. Use Sachi's Enterprise Roadmap to control compute and prevent leaks. Read →
BusinessTBPN
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'…
- 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 exp… Read →
- 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 task… Read →
BusinessTBPN
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 j…
- NVIDIA CEO Jensen Huang blasts what he calls "hurtful" warnings scaring young talent away from high-demand fields like radiology and software engineering, calling existential AI t… Read →
- Amazon has launched an experimental initiative to create AI-generated podcasts where two AI hosts discuss products and take fictional listener questions, as reported by Katie at B… Read →
- Google's core search business proved surprisingly durable in Q1 2026, showing "unequivocally no" erosion from AI chatbots, despite the industry's rush into AI. This confirms that… Read →
TechDwarkesh Podcast
This episode features Dwarkesh Patel and Nvidia CEO Jensen Huang, discussing the persistence of Nvidia's market dominance in the face of AI advancements. They delve into Nvidia's competitive moat, its extensive supply c…
- Nvidia's market lead stems from its deep engineering in transforming raw electricity into usable AI outputs, not just hardware supply. Read →
- Nvidia's supply strategy involves actively selling future AI growth to upstream CEOs, aligning them to invest. Read →
- US export controls aim to slow China's AI advancements, particularly in cyber-offensive capabilities. Read →