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@tbpn Avatar @tbpn TBPN

Several high-profile personnel changes have been happening lately. Notably, researchers from Google DeepMind and Anthropic have been poached by major tech companies, including Meta and Microsoft. Additionally, there have been executive-level moves, such as Scott Kupor being traded to the U.S. Office of Personnel Management and Brex's CMO Scott Holden joining Vanta.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence technology brands XXXXX% finance #3321 stocks #3308 vc firms #104 social networks XXX% exchanges #2237 countries XXXX% celebrities XXXX% cryptocurrencies XXXX% luxury brands XXXX%

Social topic influence ai #3205, ceo #374, the stream #202, open ai #425, money 3.4%, if you 3.4%, business #1521, to the 2.72%, food 2.72%, meta #1808

Top accounts mentioned or mentioned by @paulg @firstadopter @cremieuxrecueil @kiansadeghi5 @richlightshed @_macki @sholtodouglas @harleyf @mansourtarek @palmerluckey @lynnmartin @rabois @zebulgar @jimcramer @eglyman @morganhousel @actaccordingly @nyse @secsenseai @foxenflask

Top assets mentioned Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) GameStop, Corp. (GME) Coinbase Global, Inc. (COIN) Robinhood Markets, Inc. (HOOD) Upstart Holdings, Inc. Common stock (UPST) Klarna Group (KLAR) Roblox, Corp. (RBLX) Microsoft Corp. (MSFT) Dell Technologies, Inc. (DELL) New York Times Co. (NYT)

Top Social Posts

Top posts by engagements in the last XX hours

"We talked to Micky Malka (@mickymalka) the founder of Ribbit Capital and early backer of Coinbase Robinhood Bridge about whats coming next. "Im more excited for the next decade than the last." Everything is a token. We call it the token factory revolution; tokenizing information money and power. AI payments and financial services are converging fast and tokens are becoming the raw material for decision-making coordination and access. Micky sees a new stack forming where every company is either building supplying or orchestrating tokens. And he bets on a generation of young founders who are"
X Link 2025-07-24T21:00Z 134.7K followers, 158K engagements

"NEWS: AI agent for IT company Serval raises a $47M Series A led by @Redpoint with participation from @firstround @generalcatalyst and others"
X Link 2025-10-21T17:20Z 134.7K followers, 5542 engagements

".@PalmerLuckey dreams of building a car that can pull 80-90 Gs. What Ive always wanted to do is build a dragster so fast it would kill someone if they werent in a fluid-immersion G-pod. His idea: fill your lungs with oxygenated fluid climb into a full-immersion pod and survive acceleration that would normally kill you"
X Link 2025-11-06T17:29Z 134.7K followers, 347.3K engagements

""For a lot of people I think the Cluely investment was a real moment.Like what are we doing I didnt come here to build cheating apps. I didnt come to build apps to help people under XX gamble. These dont seem amoral to me they seem actually immoral." @growing_daniel"
X Link 2025-11-12T00:17Z 134.7K followers, 443.6K engagements

""It's going to be a big year." NYSE president @lynnmartin says 2026 will be big for IPOs in part because the IPO window closed several times in 2025 pushing public offerings to the 2026 timeline. "2025 was going pretty well then you had various events such as Liberation Day that shut the IPO window. Then the government shutdown temporarily closed the market as well. So a variety of our deals have been pushed into January. It's going to be a really busy Q1. And now it feels like we have momentum because that narrative is out there.""
X Link 2025-12-05T22:54Z 134.7K followers, 43.8K engagements

"Khosla Ventures managing partner Keith Rabois (@rabois) says AI safety is a "complete hoax." "I just don't believe any of it. They're always finding excuses for bureaucrats to interfere with progress.""
X Link 2025-12-06T01:04Z 134.7K followers, 134.4K engagements

"Hollywood is in a war for attention with free digital platforms (YouTube IG TikTok etc.) and its survival is at stake. @adamfaze says the Netflix-WB deal puts the industry in a "much better direction" than a merger with other studios. Because with all the talk about whether the Netflix-WB deal will be found to violate antitrust he thinks a Paramount-WB merger would be far more anticompetitive. "It would lead to a lot more lost jobs than the Netflix-WB deal." "What we're really talking about here is consolidation for the survival of a 100-year-old industry. That's going to continue to happen."
X Link 2025-12-06T19:04Z 134.7K followers, 10.3K engagements

"John: @TheStalwart had a take on your show that crossed journalistic lines - that Malaysia has the best food in the world. @Emily_sundberg: Have you been John: No. Emily: So how would you know John: Because I'm from America and I know America has the best food in the world"
X Link 2025-12-06T19:28Z 134.7K followers, 58.1K engagements

""The room I'm standing in does not exist at GE or Rolls Royce. They all sold off their supply chains and they can't make anything anymore." - @bscholl on avoiding natgas turbine supply chain issues "Being able to build our own parts is huge. We can resolve in an hour what used to take us three weeks or three months at our last companies because they didn't have access to hardware.""
X Link 2025-12-10T01:23Z 134.7K followers, 100.1K engagements

"BREAKING: Ross Ulbricht is said to be in market raising for a new crypto startup. VCs like a16z and Paradigm are circling citing Ross killer mentality and track record as reasons the initial valuation could stretch to $1B+ Wow"
X Link 2025-01-28T15:36Z 134.1K followers, 1M engagements

"Good morning. Excited for the show today. Here are our guest call-ins: - @SecArmy (US Army) - General George (US Army) - @AdamPorterPrice (Anduril) - @zebulgar (Founders Fund) - @harleyf (Shopify) - @jaltma (Alt Capital) - @dhaber (a16z) - @garyvee (Vayner Media) - @willahmed (WHOOP) We will see you on the stream very soon"
X Link 2025-05-08T16:45Z 134.3K followers, 136K engagements

"On todays show: Is Google cooked Trump signs off on NVDA China exports Circle & CRWV beat on rev miss on profit Guest call-ins: @rabois (Khosla Ventures) @alfred_lin (Sequoia Capital) @keithsakata (Scrub Capital) @taliagold (Bessemer Venture Partners) @davegirouard (Upstart) @KylanGibbs (Inworld) @___sjones (Method Security) @zachpogrob (Aura) See you all on the stream"
X Link 2025-08-13T18:02Z 134.3K followers, 103.9K engagements

"'Infinite kitchens' are Sweetgreen's future says CEO @JonnyNemo. "In most restaurants we open assembly is automated. We still make the food from scratch the sourcing's the same we cook the food fresh." But now we use this beautiful machine it makes XXX bowls per hour.""
X Link 2025-11-18T23:08Z 134K followers, 54.2K engagements

"BREAKING: Astro Mechanicas @CatOrman1 and a16zs @rmcentush are engaged"
X Link 2025-11-25T16:15Z 134.1K followers, 119.1K engagements

"Crmieux & Kian on Nucleus Kratsios on Genesis Brother Joe $KLAR CEO"
X Link 2025-11-25T18:56Z 134K followers, 334.4K engagements

"Nucleus CEO @KianSadeghi5 addresses the allegations of having fake customer testimonials on his company's website: On the fake names and images: "Obviously as a HIPAA-covered entity we can not disclose a patient name much less their picture." "Now that the community has given us this feedback we should update it and make it more clear that 'This is clearly not a real picture and this is not a real name.'" On the timeline concerns: "On the timeline obviously a company like Nucleus can start providing services earlier than when we publicly launch a product. Moreover the services you provide to"
X Link 2025-11-25T22:19Z 134.1K followers, 369.7K engagements

"ON THIS DAY: Nvidia replaced Enron in the S&P 500"
X Link 2025-11-29T22:06Z 134K followers, 317.2K engagements

"John: "A trend I was thinking of - brands investing in becoming the supplier and having two 'faces' two brands on top." "Because I think in the long arc of history the value accrues to the company that's making pillows for both the left wing and the right wing." The hosts discuss the future of brands in the age of AI with WSJ's @DollyDeighton:"
X Link 2025-12-05T00:40Z 134.1K followers, 7263 engagements

"BREAKING: $RBLX Founder & CEO @DavidBaszucki will be live on TBPN tomorrow at 12:30p PT"
X Link 2025-11-05T22:50Z 134.7K followers, 86.3K engagements

"When we sat down with @alexandr_wang at Meta Connect 2025 he shared his advice for young people: If youre XX right now you should spend all your time vibe coding. This is the Bill Gates Mark Zuckerberg moment. The people who grow up with these tools will have an immense advantage in the future economy. From his appearance on the show in September"
X Link 2025-11-09T18:32Z 134.7K followers, 4.4M engagements

"Good morning. On todays show: @bhalligan (Hubspot) @jerallaire (Circle) @drfeifei (World Labs) @scott_sanderssb (Forterra) @vnovakovski (Lighter) @andrewdsouza (Boardy) @paraga (Parallel) See you on the stream"
X Link 2025-11-12T18:58Z 134.7K followers, 123.2K engagements

"JUST NOW: Nucleus CEO @KianSadeghi5 responds to claims made by @cremieuxrecueil and @sichuan_mala"
X Link 2025-11-25T21:18Z 134.7K followers, 359.1K engagements

"Bill Gates told @satyanadella that Microsoft's 2019 $1B investment in OpenAI was the equivalent of lighting the money on fire. What did it mean for Microsoft to invest in the unproven nonprofit "I didn't put in that billion dollars saying 'Oh yeah this is going to be a hundred bagger.' That's not what was going through our heads." "We had a high risk tolerance and we said we want to go and give this a shot." From our conversation with him at GitHub Universe last month"
X Link 2025-11-26T16:34Z 134.7K followers, 385.5K engagements

"🟢 Black Friday Gigastream with Shopify"
X Link 2025-11-28T18:57Z 134.7K followers, 186.9K engagements

"We asked @david_protein CEO @PeterRahal about his approach to creating new consumer packaged brands: "In general my approach to something new.I would say the product has to be XX% better. Measurably better. Brand cannot be a differentiation." "If I'm sitting here telling you how my brand is differentiated that's so abstract and doesn't mean anything." "So it has to be materially better than what's on the market.""
X Link 2025-11-28T22:43Z 134.7K followers, 25.7K engagements

"Good morning. On todays show: Matt Garman (AWS) @mansourtarek_ (Kalshi) @firstadopter (Barrons) @photomatt (Automattic) See you on the stream"
X Link 2025-12-02T19:06Z 134.7K followers, 94.1K engagements

"Two observations on Sam Altman's "Code Red" memo: 1) Never say "Code Red." Instead you have to say "Lock in brothers. We're taking that hill. We're storming their fortress. We will grind the Google Gemini team into paste. And we will crush our enemies." 2) Regardless the quote clearly got pulled out of context by a journalist. There are two much more likely reads of the memo: Sam was using "Red" as the past tense of "to read" indicating that he "read the code" and that OpenAI is now ready for another pre-train. Or Sam was saying he had just bought the OpenAI team cherry Mountain Dew known as"
X Link 2025-12-02T21:48Z 134.7K followers, 61.6K engagements

"BREAKING: @jimcramer will be live and in person on TBPN tomorrow at 11:45a PT"
X Link 2025-12-03T17:20Z 134.7K followers, 151K engagements

"Y Combinator co-founder @paulg says he's constantly telling founders that all that matters is growth rate not the absolute numbers. His rationale is straightforward: mathematically if your growth rate is high enough it simply doesn't matter what the absolute numbers are. "And the great thing about focusing on growth rate is you can focus on selling to startups for cheap instead of having to go and do these big deals with big companies that take a long time and make your product stupider.""
X Link 2025-12-03T23:20Z 134.7K followers, 66.2K engagements

"Ramp CEO @eglyman on hiring young people: "They want to work they want to learn. We find people who have incredible drive incredibly high IQs and we give them more responsibility than you'd expect." "You wait a year and suddenly you are filled with people at your company who are far more talented than you could afford to hire otherwise.""
X Link 2025-12-04T23:51Z 134.7K followers, 195.3K engagements

"Netflix rejected a $12M offer from Bezos in 1999. Blockbuster "laughed Netflix out of the room" when Netflix offered to sell to them for $50M. Today they announced their acquisition of Warner Bros and have a market cap of $426B"
X Link 2025-12-05T23:24Z 134.7K followers, 3.3M engagements

"Palantir's Alex Karp just revealed that he decided to launch The Neurodivergent Fellowship while cross-country skiing earlier that day. Here's him breaking down his year-round training program for cross-country skiing on the show in September:"
X Link 2025-12-08T17:47Z 134.7K followers, 126.5K engagements

"Happy Monday. On todays show: @RichLightShed (LightShed) @zebulgar (Varda) @morganhousel (Author) @ndrewpignanelli (General Intelligence) @mehler (Stable) Sarah Harrelson (CULTURED) Will Wilson (Antithesis) See you on the stream"
X Link 2025-12-08T18:56Z 134.7K followers, 65.7K engagements

"Jordi: "John and I were looking at how popular gambling was during the fall of the Roman Empire." "All social classes were doing it on the exact same levels that we're seeing today." "They weren't on a mobile device but it was everywhere that you would be eating and drinking. It was in private and in public." "I think people were somewhat nihilistic and were just like 'We're experiencing a collapse we may as well put it all on black.'" From our chat today with @morganhousel:"
X Link 2025-12-09T00:20Z 134.7K followers, 52.6K engagements

""If your only accomplishment in life is that you made a lot of money you're going to be forgotten very quickly." @morganhousel points out that most of the main characters and "titans of the industry" in @andrewrsorkins 1929 are now forgotten. "That was true for a lot of the bankers back then. It's probably true for a lot of the private equity/hedge fund people today.""
X Link 2025-12-09T01:21Z 134.7K followers, 22.4K engagements

".@richlightshed on the Netflix-Warner Bros. acquisition: "Everyone is saying 'Don't hurt the movie business' or 'Don't change the theatrical experience.' But consumers are voting with their feet. Consumers have pulled back dramatically on going to movie theaters." "Attendance to movie theaters is almost XX% lower in 2025 than it was in 2019. I think the movie theater business needs to change and adapt to the realities of unlimited content.""
X Link 2025-12-09T01:33Z 134.7K followers, 9526 engagements

""If I were in @rookisaacman's shoes I'd say to NASA: @Firefly_Space figured out how to land on the moon. We should jam a bunch of funding down their throats." "And tell them: Don't go once a year do it on a quarterly basis and establish a regular supply chain there.'" "So now I can fund a bunch of companies making lunar humanoids and lunar robots and pavers and solar panel assemblers etc." "We should be landing equipment there nonstop and figuring out how to make sure that by the time the humans are there we actually have a bunch of robotic infrastructure that's autonomous.""
X Link 2025-12-09T02:04Z 134.7K followers, 14.6K engagements

"Good morning. On todays show: @mattkalish (DraftKings) @emilmichael (Dept. of War) @aginnt (Hydra Host) @bscholl (Boom Supersonic) @NaveenGRao (Unconventional) @gorkem (fal) @pedroh96 (Brex) Ofir Ehrlich (Eon) See you on the stream"
X Link 2025-12-09T18:58Z 134.7K followers, 66.7K engagements

"BREAKING: OpenAI hires Slack CEO @dhdresser as CRO"
X Link 2025-12-09T21:04Z 134.7K followers, 114.3K engagements

".@aginnt on data centers in space: "Most of the stuff that has been announced will not happen. It's a niche issue. It's something that maybe a couple hundred thousand people really care about.""
X Link 2025-12-10T01:09Z 134.7K followers, 6809 engagements

"BREAKING: @kyliebytes is joining @ashleevance at Core Memory"
X Link 2025-12-10T17:06Z 134.7K followers, 176.9K engagements

"$160M Nvidia Chips Smuggled Fed Decision Meta AI Chafe Gate"
X Link 2025-12-10T18:56Z 134.7K followers, 224.5K engagements

"BREAKING: The Fed just cut interest rates by XX basis points"
X Link 2025-12-10T19:01Z 134.7K followers, 56.5K engagements

"How @saammotamedi pitches @GreylockVC Edge: "We're an Iron Man suit. You plug into the Iron Man suit we accelerate you out of the gate. Once you're on your own you get rid of the suit." "You can work with us pre-idea and we'll work with you to identify the right idea.""
X Link 2025-12-10T23:52Z 134.7K followers, 5795 engagements

""I've figured out how to compress everything I've learned into one biomarker." - @bryan_johnson "It's your resting heart rate before bed. If you show me your resting heart rate I'll see your soul. It's an accounting of your life decisions." "A lot of our worst behaviors are between 5PM and midnight." "Your singular goal should be to drive the number down. If you build your life around it (resting heart rate before bed) it solves all of the fundamental problems with health." From his appearance on the show in May"
X Link 2025-11-16T17:02Z 134.4K followers, 621.3K engagements

"Momofuku founder @davidchang says the worst trend in food is everything being 'the best.' 'The best' burrito in LA 'the best' smash burger in Austin etc. "We need more people to appreciate 'just good' or even 'boring good' rather than 'the world's best.'""
X Link 2025-11-21T00:33Z 134.5K followers, 140.2K engagements

"BREAKING: OpenAI and Thrive Holdings announce a new strategic partnership with OpenAI taking an equity stake"
X Link 2025-12-01T16:06Z 134.5K followers, 70.1K engagements

"David Sacked by NYT Sir Dylan Patel Joins Kushner & Sama are Thriving Anduril Under Attack"
X Link 2025-12-01T18:57Z 134.4K followers, 87.4K engagements

"Jordi weighs in on the NYT piece on Sacks: "I read this and think if you're the average New York Times subscriber you're probably very excited by this story." "The reason I think this article was written is because NYT subscribers specifically want this type of article.""
X Link 2025-12-01T23:55Z 134.3K followers, 86.6K engagements

"SemiAnalysis chief @dylan522p's take on the $2B Nvidia-Synopsys investment: The EDA vendors are at the lowest valuations they've had on an earnings-multiple basis for a long time. This is on the eve of there being a ton of new chip designs over the next five years. AI designed chips are also coming. There are 20+ companies doing this and it's going to shake up everything. So Nvidia's whole goal is to get every EDA flow to work on GPUs. And since it's buying Synopsys at the lowest valuation it's ever had - with cash it would have otherwise given away in dividends or buybacks - it's a win-win"
X Link 2025-12-02T01:41Z 134.4K followers, 25.5K engagements

""If you have insider information - information that you're not supposed to reveal to the public - you're not supposed to trade on it. Trading on it is a way to reveal it to the public." "We take a hard stance on insider trading." CEO of Kalshi @mansourtarek_"
X Link 2025-12-02T23:47Z 134.4K followers, 53.4K engagements

"We asked @jasonfried how he handles competition: "In 2006 we launched Campfire which is a real time group chat. Back then nobody understood group chat for a business. Then Slack came out. they totally leapfrogged us. It was the first time I felt that nervousness in my stomach" "But I don't think there's any reason to focus on competitors. You can't control them. You don't know what they're going to do. You don't know if they're going to be around in three months or three years. You don't have the same economics as they do. So it doesn't really make sense." "The only thing you compete with are"
X Link 2025-12-02T23:58Z 134.4K followers, 38.5K engagements

"Ramp CEO @eglyman discusses the changes he's seen to SF startup culture with John and Jordi: "The SF-West Coast era of 2015 through 2020-something was not this 'earnest hacker' two people in a garage type thing. It had become very very corporatized commercialized." "What I observed from a lot of my peers who had gone through an accelerator or funded companies in that era - the average person they hired stayed there for about XX months. It was an incredible mercenary culture." Jordi: "People were in some ways taking a portfolio approach. They're like 'Well if startups are risky why don't I"
X Link 2025-12-04T23:21Z 134.4K followers, 42.1K engagements

"Why is private credit having such a big moment We asked @apolloglobal co-president John Zito: "Historically companies had to go public to get access to money. Now everyones staying private way longer." "Companies discover private credit realize they can finance long duration projects and its more optimal for their equity"
X Link 2025-12-04T23:35Z 134.3K followers, 11.8K engagements

"Morning. Here are our guest call-ins today: @deedydas (Menlo Ventures) @Emily_Sundberg (Feed Me) @0xMert_ (Helius) @0xjohnkim (Paraform) @gravicle (Luma AI) - @zck (Lewis Burke) - @bridge__harris (Founders Fund) See you all on the stream"
X Link 2025-07-02T18:03Z 134.6K followers, 71.5K engagements

"Morning. Were live from Palantir AIPCon with: Alex Karp (Palantir) @bdharva (Palantir) Danny Lutkus (Palantir) @jonathanwebbky (The Nuclear Company) Nancy Cable (Ursa Major) @rasdo (Lumen Technologies) Drew Cukor Zack Porter Kyle Kirkwood (TWG Global) Dr. Jaimie Lucinda Weber (Tampa General Hospital) Matthew Jacoby (RaceTrac) See you all on the stream"
X Link 2025-09-04T18:01Z 134.6K followers, 54.8K engagements

"We asked @rasdo (CMO Lumen Technologies) about their partnership with Palantir and how they're disrupting the telecom industry. "It's not an industry that too many have talked about disrupting for a while. It's ripe for it it's needed. And this AI multi-cloud era Lumen's here for it." "We're going to help automate that. We're going to help bring AI to our customers network and that's part of this partnership.""
X Link 2025-09-04T20:58Z 134.6K followers, 4942 engagements

"The Ray-Ban Meta story started with a cold email to Mark Zuckerberg. Rocco Basilico (Chief Wearables Officer EssilorLuxottica) broke it down:"
X Link 2025-09-18T03:10Z 134.6K followers, 982.9K engagements

"@AntonioCCollins This week its: X. @boztank (CTO Meta) X. @alexandr_wang (Chief AI Officer Meta) X. @AndrewYang (Politician) X. @JimCameron (Filmmaker) X. @finkd (Founder & CEO Meta)"
X Link 2025-09-21T18:29Z 134.6K followers, 11.1K engagements

"BREAKING: GameStop CEO @ryancohen will be live on TBPN tomorrow at 12p PT $GME"
X Link 2025-10-19T21:35Z 134.6K followers, 706.8K engagements

""Let's not be politically correct. Let's just admit you're supposed to be having kids when you're XX XX XX. And be done by the time you're in your 20s." @PalmerLuckey says we should be having kids in our teens 👇"
X Link 2025-10-21T20:47Z 134.6K followers, 3.9M engagements

"Palmer Luckey (@PalmerLuckey) is getting into nicotine. "Basically America smoked its way to being the dominant hyperpower. It kept people focused it kept people fit. It's an appetite suppressant. "I'm becoming more and more convinced that the health benefits of not smoking have not been properly traded against the health problems caused by the resulting eating." "I think the crazy version of this is we'd all be better off with lung cancer eventually but fit until then." "Is vaping worse than being fat I don't know. I struggle. Based on the evidence I've seen.""
X Link 2025-10-21T21:27Z 134.6K followers, 1.8M engagements

"How big can Hyperliquid get Finance as a whole - $HYPE CEO @chameleon_jeff Hyperliquid"
X Link 2025-10-22T20:33Z 134.7K followers, 424.3K engagements

""You can break AI down into X tiers." - George Hotz "Data centers - tier X fabs - tier X Nvidia/AMD - tier X OpenAI/Anthropic - tier X and completely worthless things like Cursor and Windsurf which are tier 5." "OpenAI and Anthropic will eat all the value from the Cursors and Windsurfs of the world. I argue that the tier 4s (OpenAI/Anthropic) aren't even going to have value." From his June 2025 appearance @realGeorgeHotz really raised eyebrows with this clip when it hit the timeline"
X Link 2025-10-26T17:33Z 134.6K followers, 1M engagements

"BREAKING: @AppliedCompute raises $80M from @benchmark @sequoia and @Lux_Capital to build Specific Intelligence for the enterprise"
X Link 2025-10-29T16:59Z 134.6K followers, 49.4K engagements

"Happy Monday. On todays show: Breaking down Sama on BG2 @danroberts0101 (IREN) @markgurman (Bloomberg) @ericabrescia (Redpoint) @benwitte (Recess) See you on the stream"
X Link 2025-11-03T19:00Z 134.6K followers, 71.5K engagements

"Jordi: The problem with Cluely's move into AI notetaking is that it's a half-pivot. A half-pivot is always dangerous. They built a very controversial brand very quickly. And now they need to leverage it for a pivot into a category that's squarely at odds with that brand"
X Link 2025-11-04T21:55Z 134.7K followers, 678.6K engagements

"It's probably inevitable that hyperscalers will end up regretting the capex commitments they've made says Insight Partners co-founder Jerry Murdock (@aspenjfm). "I don't think there's enough power available today. They have to find a new source in order to be able to benefit from all this buildup. And if there's an economic recession usage will be delayed." "If there's any kind of major security problem around AI that'll scare off enterprise and that'll also delay." "If there's an economic interruption a serious one then the demand is going to change.""
X Link 2025-11-05T23:36Z 134.5K followers, 11.8K engagements

"Marc Andreessen (@pmarca) on why internet ads arent going anywhere: If you really want to get to a billion and then five billion people you cant do that with a paid offering you need an indirect business model. Ads are the obvious one. If you take a principle stand against ads youre also taking a stand against broad access; global per-capita GDP just isnt high enough. A well-targeted ad at a specifically relevant point in time is actually content; it enhances the experience. From his appearance on the show in August"
X Link 2025-11-15T18:46Z 134.6K followers, 494.8K engagements

""Young people are never going to know what it's like to wake up at X in the afternoon and be like 'I left my credit card at the bar.'" Momofuku founder @davidchang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that happened in LA over the past XX years in food was ride sharing" which allowed people to spend more on alcohol he continued. "Restaurants were a bubble.now at least in LA people are drinking much less.""
X Link 2025-11-21T00:19Z 134.6K followers, 688.4K engagements

"ON THIS DAY: @sama was rehired at OpenAI"
X Link 2025-11-22T18:10Z 134.7K followers, 370.5K engagements

"This weekend a Medium article called "I Reverse-Engineered XXX AI Startups. XXX Are Selling You Repackaged ChatGPT and Claude with New UI" made it to the front page of Hacker News. The author found that out of XXX AI startups "73% are running third-party APIs with extra steps." The author also found that at least one company was putting a 1000x markup on model API costs. We discuss at length:"
X Link 2025-11-24T23:11Z 134.6K followers, 222.2K engagements

"When @gamestop CEO @ryancohen came on the show in October we asked if he'd been in touch with @TheRoaringKitty the retail investor who made $GME into a meme stock. Here's his response in full:"
X Link 2025-11-30T16:33Z 134.6K followers, 77.1K engagements

"Why is Google still using Broadcom as a middleman to TSMC @dylan522p answers: "Broadcom is the biggest networking company in the world." "The networking side of things is so important and the technical competence of everyone around the world besides Broadcom and Nvidia in networking is just not as good as them." "Yes Google is defining what the network topology is. But Google can't leave Broadcom until they figure out how to do the networking and supply chain themselves or with a partner.""
X Link 2025-12-01T23:06Z 134.7K followers, 129.4K engagements

"BREAKING: @bryan_johnson has a girlfriend"
X Link 2025-12-02T22:31Z 134.7K followers, 108.2K engagements

"BREAKING: Claude SFs beloved albino alligator is dead at 30"
X Link 2025-12-02T23:08Z 134.7K followers, 105.5K engagements

"We asked @paulg about ragebait marketing. "That sort of technique sounds like the technique that would be popular with someone you'd describe as a bit of a scammer." "And the thing about these scammers is that they don't make the giant companies. They don't have a long-term focus. They're thinking about what gimmick they can use to get ahead." "So long-term they don't matter. You can skip the companies that do random **** like that because they're never going to be that big.""
X Link 2025-12-03T22:56Z 134.7K followers, 174.2K engagements

"YC Managing Partner @harjtaggar says we're returning to @balajis's concept of full stack startups but with AI. "The new trend is going AI native. Not just selling your agents but using them to build the company.""
X Link 2025-12-04T01:05Z 134.7K followers, 86.7K engagements

"FULL INTERVIEW: "Mad Money" host and Wall Street legend @jimcramer joined the guys at NYSE today for an epic TBPN appearance. They talked shop Jim's sleep schedule how he handles asking tough questions the IPO market and a lot more"
X Link 2025-12-04T20:53Z 134.7K followers, 62.7K engagements

"Ramp CEO @eglyman wore a @saquon Ramp-themed Christmas sweater on the show yesterday. However many of these exist it's definitely not enough"
X Link 2025-12-05T18:44Z 134.6K followers, 15.6K engagements

"BREAKING: @lulumeservey finally has a $40M venture fund"
X Link 2025-12-08T16:27Z 134.7K followers, 104.7K engagements

".@zebulgar on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas No man come on." "In order for that to work you have to be short nuclear short optical fiber on the ground short the ability build buildings short solar panels short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space but I feel very confident that it's going to be slivers.""
X Link 2025-12-09T01:09Z 134.7K followers, 166.4K engagements

"We asked @RichLightShed about the antitrust aspect of the Netflix-WB merger. "To narrowly define the market as only being premium subscription streaming seems a little crazy." "The antitrust side of this is so complicated. I can certainly make the argument why this is illegal but the question is would that actually hold up in court A court actually has to come out and say this is illegal." "Netflix is XX% of time spent in premium streaming today. That's no YouTube no linear TV. If you add on HBO Max you get to 28%. It doesn't seem to violate any antitrust problems.""
X Link 2025-12-09T02:18Z 134.7K followers, 9743 engagements

"Hock Tan CEO of Broadcom allegedly told VMware employees "I'm not your dad" when asked about Broadcom's benefit package"
X Link 2025-12-10T00:05Z 134.7K followers, 268.8K engagements

"Republican consultants are shopping for an anti-AI candidate to run against Vance says @semaforben "The attack on him will be: he's a tool of the tech industry of AI guys who want to take your jobs poison your children's brains and build weird boxes in your neighborhoods.""
X Link 2025-12-10T23:13Z 134.7K followers, 64.5K engagements

".@matthicksj's advice to early-stage founders who thinking about building key parts of their business around open source: "The mistake I see the most is: 'I want to use it for a marketing tool and then keep all the control myself.'" "You can get a lot of eyeballs with open source. But if you don't know who your community is the value you provide them and the value they provide you that marketing effort of GitHub stars only will fizzle.""
X Link 2025-12-10T23:41Z 134.7K followers, 4784 engagements

"Odd Lots' @TheStalwart on the data center buildout and inflation: "It would be hard at this point to actually draw a line between what's happening in data centers to measured inflation." "Even electricity prices - which would be the most direct line because we know electricity prices have gone up - the link is pretty tenuous.""
X Link 2025-12-11T00:52Z 134.7K followers, 20.1K engagements

"Introducing the TBPN Media Market Map. Understanding the evolving media landscape can be confusing even bewildering. From Neo Trad Media to the East Coast Underground we put together a simple market map to help make sense of it all"
X Link 2025-10-24T18:59Z 134.7K followers, 720.7K engagements

"Anthropic's @_sholtodouglas says Dario Amodei's internal communication style is producing a compendium of essays in the company's Slack that will have effectively charted the history of AGI once we get there. "He has a really really cool communication style. He quite frequently puts out very well-reasoned essays. And throughout Slack we'll have giant essay-length debates about them." "The essays are really nice because you can go back and read all the past ones and it tells the history of Anthropic." "In many respects it will be one of the better things a decade from now to chart the history"
X Link 2025-11-24T22:45Z 134.7K followers, 464.8K engagements

"Today AWS CEO Matt Garman announced Nova Forge a model builder which lets companies inject their own data during the pre-training phase. "You tell Forge: 'Here's my corpus of corporate data here's everything I need to know about my industry.' We then mix that in and finish pre-training the model. So you get a pre-trained model that totally understands your company and your data.""
X Link 2025-12-03T00:19Z 134.7K followers, 96K engagements

"FULL INTERVIEW: We sat down with Y Combinator founders @jesslivingston and @paulg for YC Demo Day. Topics covered: ragebait marketing the state of SF YC's culture of "earnest hackers" the power of the YC alumni network advice for startup founders AI and more"
X Link 2025-12-04T00:23Z 134.7K followers, 56.5K engagements

"YC Demo Day startup Absurd makes AI-generated Super Bowl-quality video ads. Founder @dopadealer says they charge up to $30k per video average 300k views for every company they work with and that they're getting demand for as many as 1500 videos a month from single clients"
X Link 2025-12-04T00:50Z 134.7K followers, 291.9K engagements

".@rabois on the advice he gives to entrepreneurs: You have to have a very crisp succinct and compelling value proposition." "'What do I do for you that is good for you and can I articulate it in a way that causes you to interrupt your life and test it out'"
X Link 2025-12-06T19:38Z 134.7K followers, 119.3K engagements

"Oracle Slides Disney x OpenAI Fidji Simo on XXX & More Presidential AI Challenge"
X Link 2025-12-11T18:57Z 134.7K followers, 12K engagements