Anthropic Files for IPO, Samsung Spyware Concerns | Diet TBPN
John Coogan and Jordi Hays analyze Anthropic's historic S-1 IPO filing, breaking down its $67.2 billion annualized revenue, multi-hundred-billion-dollar comput…
Podcast
TBPN podcast summaries.
Every full TBPN episode we cover, summarized with verbatim, timestamped quotes: 87 episodes and 355 articles since May 2026. Hosted by John Coogan and Jordi Hays. Part of our Business coverage. New summaries every Sunday.
87 episodescovered
355 articleswith timestamped quotes
355 articleswith timestamped quotes
Frequent voices
$1M Trading Cards Heist, Trevor Milton Returns, The Death Of Common Courtesy | Diet TBPN
John Coogan and Jordi Hays analyze the $1 million trading card heist from a FedEx truck outside PSA headquarters and evaluate former Nikola CEO Trevor Milton's…
Jay Leno on Comedy, Supercars, and the State of Hollywood
Former Tonight Show host Jay Leno joins TBPN to discuss why late-night television is obsolete, why comedians should avoid partisan politics, and why he refuses…
Moderna Drama, AI Drama, Housing Drama, Gold Drama
John Coogan and Jordi Hays discuss Moderna's leaked cancer trial results and a bizarre influencer options trade, before interviewing Summit Sotheby's CEO Thoma…
Matthew Prince on PHP2Shell, Duo on Arrival, 100 Really Difficult Phone Calls, Norwegian Gold Scheme
Cloudflare CEO Matthew Prince breaks down the critical PHP2Shell vulnerability and the evolving cyber threat landscape driven by AI. Hosts John Coogan and Jord…
50 Gigawatts To The Face, 17% GDP Growth Please, Road to COD 4, Bing Gordon Joins
John Coogan and Jordi Hays discuss Nathan Fielder's documentary film on Elizabeth Holmes with Wired's Katie Drummond, analyze SemiAnalysis's surging 50-gigawat…
SELL EVERYTHING (Including Your Dollars), PPI God Candle, Lee Jae Myung Says "We Must Live"
John Coogan and Jordi Hays break down market turbulence following Anthropic's Investor Day, macroeconomic PPI numbers, and high-profile tech disputes such as V…
Muse Wonder, Anjney Sizes Up, Neal Stephenson Joins, Social Reckoning Review, Eli Manning Live
John Coogan and Jordi Hays discuss Meta's Muse Wonder release and the critique of Aaron Sorkin's tech film 'The Social Reckoning'. They are joined by guests co…
Xbox Labs, Animatronic Birds, IoT Device Warfare, Reflection, Decart, CharacterAI
John Coogan and Jordi Hays discuss corporate espionage at OpenAI, smart device surveillance from LG TVs, and consumer ad-targeting privacy debates before ranki…
YCSE Review, Roadster Reactions, Porsche Does It, Walter Isaacson Joins
John Coogan and Jordi Hays review Nathan Fielder's documentary 'You Can See Everything' and analyze Tesla's wild Roadster tech demo alongside Porsche's analog-…
Some Math Problems, Scott Morton Breaks His Silence, Arsenal-2, Porsche Mission S
The hosts discuss the rapid acceleration of AI across pure software domains, high-profile infrastructure debt deals, and Porsche's pivot away from electric pow…
Mathpocalypse, Cryptopocalpyse, ARRpocalypse, Housingpocalypse
John Coogan and Jordi Hays discuss how frontier AI mathematical discoveries are sparking fears of a 'cryptopocalypse' for public key cryptography, alongside co…
Minecraft AI Mods, Should You Sell Your Data, Construction Paper Really Fell Off
The hosts discuss emerging AI video game modding techniques and macro consumer behavior before interviewing e-commerce and AI founders. Sean Frank details why…
Le Chonk, Buffet's Just Like You, TJ Parker Returns, Dylan Field Joins
John Coogan and Jordi Hays discuss recent tech developments including LLM-driven video game decompilation, AI labor economics debates, and Warren Buffett's You…
Timeline Mud Wrestling, Apple Play Coming to Old Porsches, SI Domain Debate
The hosts discuss tech drama surrounding Vinod Khosla and competing AI coding startups Factory and Cognition, alongside NVIDIA's cloud strategy and Instinct's…
🔴 LIVE from OpenAI DevDay
Broadcasting live from OpenAI DevDay 2026, John Coogan and Jordi Hays interview key OpenAI leaders, researchers, and creators about major announcements includi…
Ken Griffindor School of Market Wizardry, Supper Intelligence, GDP per GW
John Coogan and Jordi Hays discuss the White House superintelligence dinner, cybersecurity risks facing open-source AI, the macro relationship between electric…
Some Personal Agent News, Mongo Got Zucked, SNL, Gstaad Guy In The Ultradome
John Coogan and Jordi Hays discuss cultural milestones in AI including Dario Amodei's SNL parody and the hyper-growth of consumer agents like Instinct, alongsi…
BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill
John Coogan and Jordi Hays discuss OpenAI's new 'Sign in with ChatGPT' feature and the BYOC (Bring Your Own Compute) model, alongside theological and philosoph…
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.…
Meta Connect Reactions, Zuck's Beer Pong Controversy, ClusterMAX 3.0, New Bentley EV
John Coogan and Jordi Hays break down the key announcements from Meta Connect, including the Muse AI assistant, new lightweight VR glasses, and hardware strate…
John Arnold Joins, 4 Tech Arguments (Number 3 Will Shock You)
John Coogan and Jordi Hays debate current tech debates including Microsoft's Autopilot launch, the cultural impact of AI slop and gambling apps, and whether AI…
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 Th…
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…
AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN
John Coogan and Jordi Hays discuss recent AI safety media blitzes including Josha Bach's extinction bet, Anthropic flagging potential bioweapon research, and w…
Fruitfly Hard Takeoff, Parker's Vineyard, Personal Agents
John Coogan and Jordi Hays discuss policy blueprints for pausing frontier AI training, the existential risk debate, and the simulation of fruit fly brains in s…
OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
John Coogan and Jordi Hays analyze the debate over AI solving Millennium Prize math problems like Navier-Stokes versus real-world practical utility. They also…
Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
John Coogan and Jordi Hays examine the specific proposals from the AI safety and 'doomer' community, specifically analyzing the concrete policy and compute con…
Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN
John Coogan and Jordi Hays break down Apple's announcement of the foldable iPhone Duo and discuss whether smartphone hardware has reached its final form. They…
Greg Brockman on Astra and the Future of OpenAI
OpenAI Co-Founder and President Greg Brockman discusses the model solving the Navier-Stokes Millennium Prize problem and its implications for AI-driven scienti…
Some Personal Agent News, CharlestonAI Founder Joins, 10%, Mikey Shulman, Keith Rabois
John Coogan and Jordi Hays break down Apple's iPhone Duo foldable phone launch under John Ternus, Meta's release of its Muse AI personal agent, and the industr…
Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN
John Coogan and Jordi Hays discuss the controversy around OpenAI experimenting with looped transformers and 'neuralese' versus chain-of-thought safety monitori…
🔴 LIVE From CrowdStrike's Fal.Con 2026
Broadcasting live from CrowdStrike's Fal.Con conference, John Coogan and Jordi Hays interview CrowdStrike leadership and NVIDIA executives about new AI-driven…
Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
Music executive and Beats co-founder Jimmy Iovine discusses why he and Dr. Dre established the Iovine and Young Academy at USC to dismantle corporate and educa…
Model Mayhem, Nvidia Hugging Face, Pablo Torre Joins, New Data Center Designs
Hosts John Coogan and Jordi Hays break down the latest wave of AI model releases and Nvidia's $13 billion acquisition of Hugging Face before bringing on a seri…
Jobs Boom, Astra Reactions, Cybercab Roll Out, The Dyson Debate
John Coogan and Jordi Hays analyze the release of OpenAI's GPT-6 Astra model, August jobs data, and the economics behind Tesla's Cybercab rollout. They are joi…
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 c…
North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN
John Coogan and Jordi Hays discuss the unexpected comeback of many SaaS companies, dubbed the 'SaaS-pocalypse cancellation,' and analyze why some thrived while…
Cursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends
This episode covers a wide range of tech and business topics, including the controversy surrounding Anthropic's co-founder's wife and its implications for AI,…
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
This episode delves into Jensen Huang's $500 billion AI financing package at Nvidia, designed to address compute constraints and attract institutional capital.…
Half a Trilly, AI Text Watermarks, Paramount Threatens to Bounce, Leo Defends Chilean Frogs
This episode covers Nvidia's groundbreaking $500 billion AI financing package and the speculative financial engineering behind it, Paramount's drastic threat t…
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
This episode covers Mark Zuckerberg's ambitious 'AI for everyone' vision and Meta's shifting AI strategy, including debates on their open-source models and dat…
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
This episode of TBPN explores the biosecurity implications of AI-designed viruses and the potential for biotech acceleration. It also delves into leaked detail…
AI Viruses, Social Media Addiction, Mansion Section
This episode explores the implications of AI-generated viruses for biosecurity and biotech, and discusses OpenAI's rumored consumer hardware. It delves into Me…
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
This episode analyzes the rapid collapse of Leopold Auerbach's Situational Awareness hedge fund due to significant losses in AI infrastructure investments, hig…
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
The episode discusses Leopold Ashenbrenner's hedge fund, Situational Awareness LP, and its recovery from a significant drawdown, including the sale of public e…
Leo Sold, Ferrari Undefeated, Meta Down, Microsoft Up, Market Turmoil
The episode delves into the rapid collapse of Leopold Aschenbrenner's AI hedge fund, 'Situational Awareness,' due to excessive leverage and market volatility,…
Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive
This episode delved into Leopold Ashenbrenner's Situational Awareness LP, analyzing its recent drawdown and strategic recovery, with insights into the definiti…
Inside Travis Kalanick’s Wild New AI Company
In this episode, Travis Kalanick discusses the $1.7 billion raise for his 'industrial AI' company, Atoms (Pronto), and its full-stack automation strategy acros…
AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
This episode covers an OpenAI model's unexpected hack of Hugging Face during a cyber test, sparking debate on AI misalignment and the ethical implications of m…
HackingFace, Science Funding, Travis Kalanick Joins, New Apple Gear
This episode of TBPN covers OpenAI's GPT hacking Hugging Face, sparking a debate on AI cybersecurity and misalignment, along with discussions on AI model disti…
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
This episode covers key developments in the AI industry, including AMD's latest chip announcements and strategic partnerships. Discussions also include Google'…
AMD CEO Lisa Su Live on TBPN
This TBPN episode, live from AMD's Advancing AI event, features AMD CEO Lisa Su discussing the company's AI strategy and partnerships. Earlier, guests Oliver C…
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 op…
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 La…
Stripe x PayPal, Codex Micro, Saagar Enjeti Joins
This episode analyzes Stripe's rumored $53 billion bid for PayPal, examining its strategic rationale, cultural integration challenges, and other potential bidd…
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
This episode covers the successful SK Hynix IPO driven by AI demand, reactions to the new GPT-5.6 and its desktop app controversy, Meta's aggressive AI strateg…
5.6 Stories, Meta Bull Case, Phia Affiliate Drama, Movies and Mansions
This episode covers SK Hynix's massive IPO and its impact on the AI memory market, the controversy surrounding OpenAI's GPT 5.6 Soul desktop app, and Meta's ag…
Rocket Lab Enters SpaceX Arena, Meta’s Prediction Market, America’s Tech Wishlist | Diet TBPN
This episode covers Rocket Lab's major acquisition of Iridium and its strategic implications for competing with SpaceX, discusses Comcast's decision to split i…
MetaCloud, Bending Spoons IPO with Founder Luca Ferrari, Fabel Freed, TML Cooking
This TBPN episode covers Meta Platforms' foray into AI cloud computing and its internal product challenges, Lime's successful IPO driven by operational efficie…
Fable Unbanned, Lab Nationalization, End of Paper-Based Retirement, SpaceX Phone
This episode discusses the release of Fable 5 and AI model regulation, the contentious debate around OpenAI's proposed equity stake for the government, and the…
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
In this episode, John Coogan and Jordi Hays explore major shifts in the creator economy, discussing monetization challenges and the trade-offs between independ…
Cannes Recap, Meta Gambling Goggles, AI Restrictions, Apple Price Hikes
John Coogan and Jordi Hays recap their trip to Cannes, discussing perceived "sabotage" by French President Macron and major industry news. They delve into the…
Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
This episode covers the recent UFC Freedom 250 event at the White House, discussing its political implications and the 'bread and circuses' phenomenon. It then…
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
Gavin Baker joins John Coogan and Jordi Hays to discuss the SpaceX IPO, identifying terrestrial compute and cursor as key near-term drivers. The conversation e…
America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat
This episode covers diverse discussions, from a recap of the UFC Freedom 250 event at the White House with fighter Bo Nickal to the US government's new export…
SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
This episode discusses SpaceX's dramatic valuation increase and its strategic acquisition of Cursor, questioning Elon Musk's historical 'build not buy' approac…
Midjourney Medical, AI Talent Wars 2.0, G7 Recap, Jake Paul Joins
This episode delved into Midjourney's surprising expansion into medical imaging with an advanced body scanner, the intensified AI talent wars seeing key resear…
Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN
This episode explores Jeff Bezos' massive AI venture, Prometheus, and his optimistic views on AI's impact on jobs, alongside the rising trend of airport lounge…
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
This episode covers Apple's WWDC announcements, including the evolution of Siri, new parental controls, and spatial reframing in photos, along with Anthropic's…
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN
This episode discusses the forthcoming film "The Social Reckoning," examining its potential impact on Meta's public perception and Mark Zuckerberg's image, par…
Siri AI, Fable Launch, China Wakes Up, Rivian CEO Joins, IPO Filings, Learn to Weld?
This episode of TBPN delves into Apple's WWDC announcements, particularly the re-launch of Siri AI and new parental controls, alongside discussions on Rivian's…
Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
Cloudflare CEO Matthew Prince discusses the rapid growth of AI agent traffic, Cloudflare's strategy for scaling AI infrastructure with Workers and edge inferen…
Facebook gets a movie, Anthropic gets a Fable, Vinod Khosla, Matthew Prince, Bret Taylor
This episode of TBPN discusses the new 'Social Reckoning' movie's potential impact on Meta and Mark Zuckerberg's image, alongside the controversial safety guar…
WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN
The episode covered Apple's WWDC 2026 announcements, focusing on Siri's AI integration and the implications of its "private cloud" strategy. Discussions also i…
New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
This episode covers the catastrophic explosion of Blue Origin's New Glenn rocket during a static fire test, analyzing the significant setback for Jeff Bezos's…
Where Brad Gerstner Is Investing Billions
Brad Gerstner discusses the current state of the AI market, emphasizing Anthropic's pivotal role in demonstrating revenue and margins, and how this impacts sof…
John Gruber, Kyle Kuzma, Brad Gerstner
This episode features in-depth discussions on Blue Origin's rocket failure, the complexities of enterprise AI adoption and its ROI, and Apple's strategic appro…
Debater Center, Figma's Not Dead, 67 Year Old Founder, AI Monet Paintings
The episode covers a wide range of tech and cultural topics, including the ethics of AI prompting and workplace integration, the growing debate around AI data…
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
This episode features John Coogan, Jordi Hays, and guest Rahul Sonwalkar discussing current tech, business, and cultural trends. Key topics include the implica…
FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
Anjney Midha joins John Coogan and Jordi Hays to discuss his analysis of Ryan Cohen's potential eBay acquisition, highlighting the strategic value of GameStop'…
FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
Ryan Cohen discusses his offer to acquire eBay with GameStop, detailing the $125/share, half cash, half stock proposal. He outlines his vision for revitalizing…
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
This episode delves into the current economic climate, contrasting the booming AI sector with the more resilient 'real economy.' Discussions include Intel's re…
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
This episode delved into the ongoing Elon Musk vs. OpenAI trial, highlighting Greg Brockman's dramatic testimony and the clash over the company's control. It a…
Airbnb CEO on Why AI Will Create a New Era of Consumer Products
Brian Chesky discusses Airbnb's recent accelerated growth, attributing it to implementing a "founder mode" leadership strategy and deep integration of AI into…
Mike Isaac (NYT) Joins, Earnings Review, Beautiful Data Centers, Coatue is Land Maxxing
This episode covers Q1 2026 tech earnings for Google, Microsoft, Amazon, and Meta, analyzing their distinct AI strategies and capex. Guests include Mike Isaac…
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
This episode covers the Q1 2026 earnings of Google, Microsoft, Amazon, and Meta, analyzing their differing AI investment strategies and capital expenditures. I…