Episodes
- Monday, August 10, 2026 · 9 min TBPN’s AI Stack: Devices, Deep Tech, and Drug Discovery
- Friday, August 7, 2026 · 6 min AGI Timelines, Creator-Led VC, and AI’s Jobs Bottleneck
- Thursday, August 6, 2026 · 10 min OpenAI’s AGI Line Meets the AI Code-Security Reckoning
- Wednesday, August 5, 2026 · 9 min AI’s Bitter Lesson Hits Drugs, Games, VC, and Agents
- Tuesday, August 4, 2026 · 9 min Voice AI Hits Scale as Agents Get Tools—and Riskier Jobs
- Monday, August 3, 2026 · 10 min DHH Goes Agent-First, Jeff Dean Reframes AI Building
- Friday, July 31, 2026 · 10 min AI Agents Hit the Sandbox Era
- Thursday, July 30, 2026 · 7 min TBPN Sells to OpenAI, and the Models Go Rogue
- Wednesday, July 29, 2026 · 9 min AI Agents Break Out: Codex, Claude Code, and Altman’s Compute Bet
- Tuesday, July 28, 2026 · 9 min Altman Calls Singularity, Salsify Exits, Nvidia Courts Startups
- Monday, July 27, 2026 · 8 min Jensen’s Korea AI Bet Meets the Open-Source Model War
- Friday, July 24, 2026 · 9 min AI Model Wars Hit Pods, China, and Apple’s Court Fight
- Thursday, July 23, 2026 · 9 min AI Moves Into Atoms: Kalanick, Anthropic, Open Models
- Wednesday, July 22, 2026 · 8 min AI Value Accrual Takes Center Stage on Tech Pods
- Tuesday, July 21, 2026 · 8 min AI Hits the Hard Stuff: Security, Power, Ops, and Siri
- Monday, July 20, 2026 · 7 min OpenAI’s Hardware Headwind, and the AI Stack Gets Real
- Friday, July 17, 2026 · 10 min AI Coding’s Token Boom Meets the TAM Wall
- Thursday, July 16, 2026 · 7 min AI’s builder stack: Intel, Mistral, Ode, and harder SaaS
- Wednesday, July 15, 2026 · 9 min AI Gets Agentic: Ransomware, Robots, and Sovereign Compute
- Tuesday, July 14, 2026 · 10 min AI Agents Become Products, Workflows, and Moats
- Monday, July 13, 2026 · 9 min OpenAI Buys TBPN as Open Models Make Their Move
- Friday, July 10, 2026 · 10 min Coding Agents Hit Production as Meta Reframes the AI Race
- Thursday, July 9, 2026 · 9 min AI Geopolitics, Agentic Commerce, and the OpenAI Moat
- Wednesday, July 8, 2026 · 8 min Claude for Legal, Shiprocket, and Startup Scaling Math
- Tuesday, July 7, 2026 · 10 min AI Agents Enter the Money Phase
- Monday, July 6, 2026 · 9 min Edge AI, AI Spend Cuts, and the New VC Liquidity Machine
- Friday, July 3, 2026 · 9 min AI’s New Growth Math: 5x Startups and Compute Clouds
- Thursday, July 2, 2026 · 7 min AI’s Cost Crunch Hits Chips, Tokens, and Self-Improving Agents
- Wednesday, July 1, 2026 · 9 min AI’s Next Frontier: Math, Markets, and Orbital Bets
- Tuesday, June 30, 2026 · 8 min Mythos, AI Agents, and the Claude Code Shipping Playbook