Jensen vs NYT, New Model Reactions, Saudi EVs, You Can See Everything
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.
- Global chip supply chains are running at 100% capacity with hardware shortages across every compute category. Read →
- Jensen Huang puts his probability of AI doom near zero, breaking ranks with safety alarmists who want to slow frontier model development. Read →
- Affirm rolled out Arc, a transformer-based attention underwriting model that doubled the performance gains of their previous gradient-boosted tree models. Read →
- 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 →
- Insight Partners led a $100 million round for Numeral, joined by Salesforce Ventures, targeting indirect tax automation. Read →
- 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 →