Issue No. 37Week ending Sunday, September 13, 2026434 episodes · 1825 articles
The Throughline ↓
The Podcast Summary.

40 hours of podcasts, in 5 minutes.

Guest

Stephen Balaban

Stephen Balaban appears in 1 full episode we cover on TBPN. Below is what each conversation covered, with a key takeaway per article. Every quote in the articles is verbatim and timestamped to the source video.

1 episodecovered
7 articleswith timestamped quotes
BusinessTBPN

WE'RE BACK: Meta Addiction, Jalapeño, Tim Cook's Last Day, Flocked

John Coogan and Jordi Hays break down Meta's $18 billion teen addiction settlement, Tim Cook's departure as Apple CEO, and OpenAI's custom Jalapeño inference chip. They interview ChinaTalk's Jordan Schneider on Chinese tech constraints, Actinide co-founders on modernizing Manhattan Project Calutrons to enrich domestic HALEU nuclear fuel, Regent CEO Billy Thalheimer on their $240M Series B for electric seagliders, Outset CEO Aaron Cannon on customer digital twins, and Lambda CEO Stephen Balaban on the data center grid debate.

  • Actinide became the first startup to enrich uranium and produce High-Assay Low-Enriched Uranium (HALEU) in the United States. Read →
  • Regent closed a $240 million Series B round on the back of a $10 billion commercial backlog and over $20 million in defense contracts. Read →
  • China manufactures $9,000 electric vehicles that match the feel of $35,000 Western cars, powered by aggressive subsidies and intense export pressure. Read →
  • Meta agreed to pay 48 state attorneys general $12.7 billion over 10 years, potentially rising to $18 billion if other platforms join. Read →
  • OpenAI partnered with Broadcom to design its first in-house ASIC, codenamed Jalapeño, engineered strictly for large language model inference. Read →
  • Modern AI data centers use closed-loop dry cooling systems that recycle water internally rather than consuming public municipal water reserves. Read →
  • Tim Cook stepped down as Apple CEO, handing leadership to John Ternus after steering the company through supply chain bottlenecks and political crosswinds for over a decade. Read →
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