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Diet TBPN: October 17th, 2025
Duration: 00:12:32
October 18, 2025
- The journalist who wrote the Reuters story about Anderol and Palanteer was criticized for refusing to include Palanteer's on-the-record statement, which would have fundamentally changed the narrative.
- Discussions touched upon the potential for robot sparring partners to mimic professional boxers and the humorous idea of pitting a human against a hundred robots.
- There's a notable shift in startup cloud spending, with a diversion of funds away from AWS towards AI models, inference, and developer tools, indicating a fundamental change in the tech ecosystem.

Full Interview: Sam Altman on Sora and the Future of OpenAI
Duration: 00:31:18
October 11, 2025
- OpenAI aims to be people's personal AI subscription, integrated into various services and devices to provide customized assistance.
- Vertical integration allows OpenAI to tightly couple research, product development, and infrastructure, enabling faster progress towards Artificial General Intelligence (AGI).
- To prepare society for advanced AI, OpenAI prioritizes co-evolution of technology and societal understanding, exemplified by products like Sora, even if some applications like deepfakes raise concerns.

Google Gemini Strikes Back, China Hits NVIDIA on Antitrust | Bill Bishop, Pete Shadbolt, Sadi Khan, Lukas Czinger, Kyle Samani
Duration: 03:19:28
September 15, 2025
- The TVPN will host Mark Zuckerberg live from Meta Connect this week, promising crazy announcements and on-the-ground reporting.
- Google's AI model, Gemini, is experiencing a surge in worldwide search results, notably in India, and has surpassed ChatGPT, indicating a key competitive shift in the AI platform landscape.
- The discussion covered the increase in open-source LLM use from China, asking if American open-source AI can remain dominant, sparking a wider debate about value capture and the influence of source data.

Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
Duration: 01:14:00
September 13, 2025
- The US Census Bureau data indicates a recent decline in AI adoption among large companies, sparking debate about whether this is a bearish signal for the overall AI boom.
- The census data on AI adoption is being questioned for its methodology, with alternative estimates suggesting a much higher percentage of businesses are using AI in some form, highlighting a definition disconnect.
- Apple's new iPhone is closing the power gap with laptops and its local LLM capabilities could spark a wave of viral consumer AI applications, driven by free and readily available on-device AI processing.

Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
Duration: 01:30:10
September 6, 2025
- The cracks forming in Meta's partnership with Scale AI raise concerns about the effectiveness of Meta's $14.3 billion investment and the departure of key executives.
- Apple's potential for a default AI partnership with OpenAI or another foundation model lab hinges on whether LLM queries become profitable rather than costly for users.
- Palantir's CEO advocates paying skilled workers more and transitioning to a business model based on value creation rather than "parasitic software products", even if it means redefining traditional metrics.

Weekly Recap: Mark Cuban, Kanyeโs Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
Duration: 01:36:54
August 23, 2025
- The rise of "clipping" long-form content creates new markets for generating promotional short videos, but requires careful consideration of brand standards to avoid negative virality.
- AI is increasingly used in video clipping, but currently lacks the "human ingenuity" needed to outperform on both views and brand alignment, suggesting that human expertise remains valuable.
- The discussion on Meta's Vision Pro revealed that its high price and limited compelling features have hindered sales, while there is a need to focus on making it the best movie-watching environment.

Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
Duration: 02:00:15
August 16, 2025
- Elon Musk's claim of anti-trust behavior against Apple for favoring OpenAI in the app store rankings sparked debate regarding app store editorial decisions and ranking algorithms.
- The podcast explored monetization strategies for AI, highlighting Sam Altman's perspective on potential commission-based models and referencing the importance of maintaining user trust and ethical practices.
- A discussion of venture capital investment strategies involved a "slop vs. steel" debate regarding the value of high-margin software versus capex-intensive reindustrialization, ultimately questioning the revenue quality of different investment types and focusing on long-term sustainability and power.

Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen
Duration: 02:26:10
August 9, 2025
- Microsoft's blockbuster earnings have cemented its status as one of the biggest winners in the artificial intelligence boom, due to its early investment in Open AI.
- A significant portion of Microsoftโs cloud growth stems from non-AI services, particularly infrastructure as a service (IaaS), as companies prepare for broader AI adoption.
- The podcast explores the competitive landscape, noting Microsoft's advantage with Open AI, while also examining Amazon's challenges and the potential strategies for Disney's AI integration.

Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Duration: 02:20:49
July 26, 2025
- OpenAI and Google both achieved "gold medal level performance" on the International Math Olympiad, highlighting advancements and different technical approaches in AI reasoning.
- The podcast discusses whether to stream events to make announcements, with reream being mentioned as a useful live-streaming infrastructure to help companies with this "comm strategy".
- Casey Neistat is working wth Mod Retro to build electronics that retain a relationship with the past so they can "bridge generations" and will last longer than current consumer tech.

Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Duration: 02:33:25
July 19, 2025
- The Astronomer CEO's viral "kiss cam" incident sparked a discussion about appropriate workplace behavior and whether the event was a planned marketing stunt.
- The conversation explored the potential societal impacts of technology, specifically debating the role of "Find My Friends" in relationships and the ethical implications of AI companions on birth rates.
- The hosts analyzed the Cognition acquisition of Windsurf, examining the deal's fairness to all stakeholders amidst FTC scrutiny and the potential for other companies to learn from the chaotic process.