Issue No. 44Week ending Sunday, November 1, 2026686 episodes · 3021 articles
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Tyler Cosgrove

Tyler Cosgrove appears in 4 full episodes 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.

TBPN4
4 episodescovered
21 articleswith timestamped quotes
BusinessTBPN

Harvey’s Margins, Are Insects Worth More Than Humans?, Meta Tests Human Help for Muse | Diet TBPN

Hosts John Coogan and Jordi Hays discuss the unit economics of legal AI giant Harvey following reports of negative gross margins driven by agentic token usage. They also examine the viral Effective Altruism debate aroun…

  • Amazon generates over $70 billion in high-margin advertising revenue, while its core e-commerce net income sits around $36 billion. The retail business does not turn a profit with… Read →
  • An Effective Altruist writer named Bentham's Bulldog argued that aggregate insect suffering outweighs all human suffering combined. Read →
  • Harvey saw its gross margin collapse from positive 50% to negative 50% in June 2026 after agent token usage jumped 20-fold on frontier foundation models. Read →
Sep 27 · 5 articles · Watch ↗
BusinessTBPN

Andreessen Horowitz Launches Horowitz Andreessen, New Models, Human Powered Agents, McLaren Rebrand

John Coogan and Jordi Hays analyze Harvey's negative gross margin turnaround and Meta's testing of human concierges for its Muse AI agent. Stratechery's Ben Thompson joins to discuss why Amazon holds the ultimate moat a…

  • Snorkel AI closed a new $350 million valuation round based on a clear thesis: raw data volume no longer improves frontier AI models. Read →
  • Off-the-shelf software leaves micro-gaps; custom AI bots succeed by filling narrow "software-shaped holes" that commercial products ignore. Read →
  • An Effective Altruist writing as Bentham's bulldog went viral for arguing insect welfare outweighs total human welfare in the aggregate. Read →
Sep 27 · 6 articles · Watch ↗
BusinessTBPN

TML Inkling, California Forever? TSMC Capex, Tokenomics, Roblox

On this July 16th episode, John Coogan and guest host Tyler Cosgrove discuss the launch of Thinking Machine's Inkling AI model and the ongoing debate around open-source model distillation. They also analyze California F…

  • For most application-layer AI startups, the existential "lab risk" from large foundation models is significantly overblown. Founders worry too much about frontier labs steamrollin… Read →
  • California Forever, the planned city in Solano County, lost a $3.2 billion defense shipyard project from startup Seronic to Brownsville, Texas. Read →
  • AI token spend is no longer a negligible cost for businesses; for some Ramp customers, it now rivals 10% of their entire payroll expenditure. Read →
Jul 19 · 4 articles · Watch ↗
BusinessTBPN

Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN

This episode of TBPN features guest host Tyler Cosgrove alongside John Coogan, discussing major tech and economic news. Key topics include Thinking Machines Lab's Inkling AI model launch and the surrounding distillation…

  • California officially lost Saronic's massive $3.2 billion automated shipyard project, known as Point Alpha, to Brownsville, Texas. Read →
  • A common, misleading analysis compares Disney's $129 billion (or $182 billion in today's dollars) spent on major acquisitions like Marvel, Star Wars, and Pixar to its current $169… Read →
  • Lexus established a novel partnership, becoming the 'official car' of YouTube creators Colin and Samir, signaling a departure from traditional influencer deals. Read →
Jul 19 · 6 articles · Watch ↗
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