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TBPN @tbpn on x 94.9K followers
Created: 2025-07-15 18:00:48 UTC
Morning. On today's stream:
– Takeaways from the Windsurf chaos – Jensen meets with Trump, Nvidia gets China access – Richard Mille and the accidental pricing theory – Apple bets $500M on rare earth magnets – @zck (Lewis-Burke) on selling H200s to China – @BrianVenturo (CoreWeave) on the current neocloud landscape – @tylercowen on the economics of AI – @austinh_ (Unify) on their $40M Series B – @krisfredrickson (Verified Capital) on his new $175M Fund
See you all on the stream.
XXXXXX engagements
Related Topics seed funding $40m coins ai $500m china donald trump jensen windsurf