[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@tbpn Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1838288550569349120.png) @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 [#](/creator/twitter::1838288550569349120/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838288550569349120/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXX +458%
- X Year XXXXXXXXXX +17,113%

### Mentions: XX [#](/creator/twitter::1838288550569349120/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838288550569349120/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +111%
- X Year XXXXX +1,928%

### Followers: XXXXXXX [#](/creator/twitter::1838288550569349120/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838288550569349120/c:line/m:followers.svg)

- X Week XXXXXXX +3.20%
- X Month XXXXXXX +8.30%
- X Months XXXXXXX +96%
- X Year XXXXXXX +2,956%

### CreatorRank: XXXXXX [#](/creator/twitter::1838288550569349120/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838288550569349120/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  #3403 [stocks](/list/stocks)  #873 [finance](/list/finance)  XX% [vc firms](/list/vc-firms)  #85 [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  #1292 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [celebrities](/list/celebrities)  XXXX% [countries](/list/countries)  XXXX% [agencies](/list/agencies)  XXXX%

**Social topic influence**
[ceo](/topic/ceo) #57, [ai](/topic/ai) 11.43%, [open ai](/topic/open-ai) #74, [the world](/topic/the-world) 4.29%, [money](/topic/money) #4321, [if you](/topic/if-you) #2525, [future](/topic/future) 2.14%, [investment](/topic/investment) 2.14%, [tiktok](/topic/tiktok) 2.14%, [business](/topic/business) #396

**Top accounts mentioned or mentioned by**
[@paulg](/creator/undefined) [@cremieuxrecueil](/creator/undefined) [@firstadopter](/creator/undefined) [@_macki](/creator/undefined) [@kiansadeghi5](/creator/undefined) [@harleyf](/creator/undefined) [@rabois](/creator/undefined) [@mansourtarek](/creator/undefined) [@jimcramer](/creator/undefined) [@eglyman](/creator/undefined) [@richlightshed](/creator/undefined) [@zebulgar](/creator/undefined) [@morganhousel](/creator/undefined) [@bchesky](/creator/undefined) [@sholtodouglas](/creator/undefined) [@dougdemuro](/creator/undefined) [@palmerluckey](/creator/undefined) [@actaccordingly](/creator/undefined) [@secsenseai](/creator/undefined) [@foxenflask](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Shopify Inc (SHOP)](/topic/$shop) [GameStop, Corp. (GME)](/topic/$gme) [Hyperliquid (HYPE)](/topic/$hype) [Roblox, Corp. (RBLX)](/topic/$rblx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [New York Times Co. (NYT)](/topic/$nyt) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Robinhood Markets, Inc. (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last XX hours

"How big can Hyperliquid get Finance as a whole - $HYPE CEO @chameleon_jeff Hyperliquid"  
[X Link](https://x.com/tbpn/status/1981096632273031550)  2025-10-22T20:33Z 134K followers, 423.1K 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](https://x.com/tbpn/status/1996725150419755251)  2025-12-04T23:35Z 134K followers, 11.8K 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](https://x.com/tbpn/status/1996741308530999467)  2025-12-05T00:40Z 134K followers, 7258 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](https://x.com/tbpn/status/1997084575651319981)  2025-12-05T23:24Z 134K followers, 3.3M 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](https://x.com/tbpn/status/1997390165460017504)  2025-12-06T19:38Z 134K followers, 118.9K 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](https://x.com/tbpn/status/1987589066003796343)  2025-11-09T18:32Z 134K followers, 4.4M 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](https://x.com/tbpn/status/1996003313222123875)  2025-12-02T23:47Z 134K followers, 53.3K engagements


"BREAKING: @jimcramer will be live and in person on TBPN tomorrow at 11:45a PT"  
[X Link](https://x.com/tbpn/status/1996268295247516086)  2025-12-03T17:20Z 134K followers, 150.3K 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](https://x.com/tbpn/status/1996721522279698594)  2025-12-04T23:21Z 134K followers, 42.1K engagements


"BREAKING: @lulumeservey finally has a $40M venture fund"  
[X Link](https://x.com/tbpn/status/1998066957380407545)  2025-12-08T16:27Z 134K followers, 101.8K 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](https://x.com/tbpn/status/1985828238699217337)  2025-11-04T21:55Z 133.9K followers, 677.9K engagements


"BREAKING: $RBLX Founder & CEO @DavidBaszucki will be live on TBPN tomorrow at 12:30p PT"  
[X Link](https://x.com/tbpn/status/1986204482221613080)  2025-11-05T22:50Z 133.9K followers, 86K 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](https://x.com/tbpn/status/1988682858299580658)  2025-11-12T18:58Z 134K followers, 122.9K 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](https://x.com/tbpn/status/1990103217104122273)  2025-11-16T17:02Z 134K followers, 621.3K 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](https://x.com/tbpn/status/1993444541350002764)  2025-11-25T22:19Z 134K followers, 369.7K 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](https://x.com/tbpn/status/1993719976864428167)  2025-11-26T16:34Z 134K followers, 385.4K engagements


"🟢 Black Friday Gigastream with Shopify"  
[X Link](https://x.com/tbpn/status/1994480828727144517)  2025-11-28T18:57Z 134K followers, 186.8K engagements


"David Sacked by NYT Sir Dylan Patel Joins Kushner & Sama are Thriving Anduril Under Attack"  
[X Link](https://x.com/tbpn/status/1995567890620387391)  2025-12-01T18:57Z 134K followers, 87.3K engagements


"BREAKING: @bryan_johnson has a girlfriend"  
[X Link](https://x.com/tbpn/status/1995984134427296215)  2025-12-02T22:31Z 134K followers, 108.1K engagements


"BREAKING: Claude SFs beloved albino alligator is dead at 30"  
[X Link](https://x.com/tbpn/status/1995993517454491760)  2025-12-02T23:08Z 134K followers, 104.8K 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](https://x.com/tbpn/status/1996011348061512133)  2025-12-03T00:19Z 134K followers, 95.9K 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](https://x.com/tbpn/status/1996374674830397616)  2025-12-04T00:23Z 134K followers, 56.1K 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](https://x.com/tbpn/status/1997381545506783232)  2025-12-06T19:04Z 134K followers, 10.3K 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](https://x.com/tbpn/status/1998086953317945443)  2025-12-08T17:47Z 134K followers, 125.4K 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](https://x.com/tbpn/status/1998104467766685752)  2025-12-08T18:56Z 134K followers, 64K 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](https://x.com/tbpn/status/1998204269791690983)  2025-12-09T01:33Z 134K followers, 9285 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](https://x.com/tbpn/status/1988400847441838340)  2025-11-12T00:17Z 134K followers, 443.4K 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](https://x.com/tbpn/status/1993095184629088665)  2025-11-24T23:11Z 134K followers, 222.1K 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](https://x.com/tbpn/status/1995630690432680444)  2025-12-01T23:06Z 134K followers, 129.3K 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](https://x.com/tbpn/status/1998212068290498814)  2025-12-09T02:04Z 134K followers, 13.1K 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](https://x.com/tbpn/status/1920520568874676351)  2025-05-08T16:45Z 133.3K followers, 136K 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](https://x.com/tbpn/status/1940471443101569456)  2025-07-02T18:03Z 133.1K 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](https://x.com/tbpn/status/1963663684418629827)  2025-09-04T18:01Z 133.3K followers, 54.8K engagements


"Lightspeed Venture Partners CMO (@machiz) on why Instagram and TikTok matter for VC firms: You walk into a pitch meeting and the founder says I saw your TikTok that video was so relatable. It creates a brand affinity you just cant buy"  
[X Link](https://x.com/tbpn/status/1966576915332100567)  2025-09-12T18:57Z 133.5K followers, 7997 engagements


"BREAKING: @AppliedCompute raises $80M from @benchmark @sequoia and @Lux_Capital to build Specific Intelligence for the enterprise"  
[X Link](https://x.com/tbpn/status/1983579426768949610)  2025-10-29T16:59Z 132.7K followers, 49.3K engagements


"Who's behind @ArfurRock @ericabrescia puts the rumors to rest: "It is not someone at Redpoint." "We would not take kindly to that.""  
[X Link](https://x.com/tbpn/status/1985491665457725713)  2025-11-03T23:37Z 133.2K followers, 24.4K engagements


""Do you never notice that devices and screens aren't in your dreams" @bchesky"  
[X Link](https://x.com/tbpn/status/1985499893973299342)  2025-11-04T00:10Z 133K followers, 253.7K 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](https://x.com/tbpn/status/1986215985960071447)  2025-11-05T23:36Z 134K followers, 11.8K engagements


"John: I don't think you should just throw "decel" at someone who's identifying a negative externality of a new technology. That's not necessarily decelerationist"  
[X Link](https://x.com/tbpn/status/1987993943116841430)  2025-11-10T21:21Z 133.3K followers, 221.4K engagements


"The $KKR CEO says AI isn't just a repeat of previous bubbles. @srasgon agrees: "I started this job three weeks after Bear Stearns failed.I have the financial crisis tattooed on the inside of my eyelids. This is not like that. People thought the world was coming to an end.""  
[X Link](https://x.com/tbpn/status/1990566696961347655)  2025-11-17T23:44Z 133.4K followers, 89.2K 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](https://x.com/tbpn/status/1990919972898681126)  2025-11-18T23:08Z 134K followers, 54.2K engagements


"Jordi: I used to get XX% of my calories from Chipotle at certain times in my life.it was something to look forward to. But the last time I pulled over to get Chipotle it was like 'This is going to be rough.' The quality has degraded. I'd rather fast than eat Chipotle. From the show earlier this month"  
[X Link](https://x.com/tbpn/status/1994081605267410960)  2025-11-27T16:31Z 133.3K followers, 109.9K 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](https://x.com/tbpn/status/1994537783105655134)  2025-11-28T22:43Z 133.2K followers, 25.7K engagements


"We asked @shaunmmaguire from @sequoia about his latest thesis on AI models. "My current thinking is that the closest analogy is operating systems." "I think there'll be 10-100 times as many open source models in XX years but they won't be as valuable." "There are more Linux servers in the world than Microsoft servers but the value capture of Microsoft is way greater than Linux." "Foundational models will have hardware moats like cloud and will profit from applications on top." From his appearance on the show in June"  
[X Link](https://x.com/tbpn/status/1994799082192474247)  2025-11-29T16:02Z 132.9K followers, 124.4K 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](https://x.com/tbpn/status/1995169262756098069)  2025-11-30T16:33Z 134K followers, 77.1K engagements


"BREAKING: OpenAI and Thrive Holdings announce a new strategic partnership with OpenAI taking an equity stake"  
[X Link](https://x.com/tbpn/status/1995524997906125061)  2025-12-01T16:06Z 134K followers, 70K engagements


"John: If OpenAI really is losing ground to Google and Gemini and the Gemini app so quickly I'd be shocked. I'm not shocked by the fact that there's a vibe shift on and in TPOT with regard to how people have been skeptical of the OpenAI financing. They've been looking for a crack to show. I understand that would jump on that narrative. But I'd be surprised to see that there's actually a consumer shift in usage"  
[X Link](https://x.com/tbpn/status/1995982862731149531)  2025-12-02T22:26Z 133.3K followers, 119.6K engagements


"Today John provides an epic gong wind-up when @mansourtarek_ announces Kalshi's $1B Series E at an $11B valuation"  
[X Link](https://x.com/tbpn/status/1996014392853541331)  2025-12-03T00:31Z 133.2K followers, 15.9K engagements


"🔴 Tuesday's Diet TBPN is here: today's show in XX minutes. Sam Altman's CODE RED memo the 100+ year-old defense tech company that's now one of the biggest in the world Ben Thompson's new piece on Google Nvidia and OpenAI the Apple AI chief's departure and more"  
[X Link](https://x.com/tbpn/status/1996042880771915976)  2025-12-03T02:24Z 133.3K followers, 10.2K engagements


"BREAKING: Apple design exec Alan Dye is leaving to become Metas Chief Design Officer"  
[X Link](https://x.com/tbpn/status/1996319161602244813)  2025-12-03T20:42Z 132.7K followers, 12.1K engagements


"When we asked @paulg if we're in a bubble he immediately said no. "Everyone's always saying we're in a bubble. Every year people say we're in a bubble." "AI is very highly priced. But it might not be overpriced. It's definitely real. It's not hype." Full context:"  
[X Link](https://x.com/tbpn/status/1996355849544249575)  2025-12-03T23:08Z 133.2K followers, 23K 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](https://x.com/tbpn/status/1968512859044000240)  2025-09-18T03:10Z 133.9K followers, 982.8K 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](https://x.com/tbpn/status/1980747823714037967)  2025-10-21T21:27Z 133.9K followers, 1.8M 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](https://x.com/tbpn/status/1982500723771510929)  2025-10-26T17:33Z 134K followers, 1M 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](https://x.com/tbpn/status/1985421880753549799)  2025-11-03T19:00Z 134K followers, 71.3K engagements


"JUST NOW: Nucleus CEO @KianSadeghi5 responds to claims made by @cremieuxrecueil and @sichuan_mala"  
[X Link](https://x.com/tbpn/status/1993429055967051917)  2025-11-25T21:18Z 134K followers, 358.8K 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](https://x.com/tbpn/status/1995642820166590859)  2025-12-01T23:55Z 134K followers, 86.6K 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](https://x.com/tbpn/status/1998564146909167788)  2025-12-10T01:23Z 134K followers, 16.7K engagements


"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](https://x.com/tbpn/status/1948488514733310330)  2025-07-24T21:00Z 134K followers, 157.8K engagements


"BREAKING: GameStop CEO @ryancohen will be live on TBPN tomorrow at 12p PT $GME"  
[X Link](https://x.com/tbpn/status/1980025118219715001)  2025-10-19T21:35Z 134K followers, 706.7K 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](https://x.com/tbpn/status/1980737625351938522)  2025-10-21T20:47Z 134K followers, 3.9M 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](https://x.com/tbpn/status/1981797702733275187)  2025-10-24T18:59Z 134K followers, 720.4K 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](https://x.com/tbpn/status/1986486075418931233)  2025-11-06T17:29Z 134K followers, 347.2K 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](https://x.com/tbpn/status/1989766915808764155)  2025-11-15T18:46Z 134K followers, 494.6K 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](https://x.com/tbpn/status/1991662689219932215)  2025-11-21T00:19Z 134K followers, 688.3K engagements


"ON THIS DAY: @sama was rehired at OpenAI"  
[X Link](https://x.com/tbpn/status/1992294632626278800)  2025-11-22T18:10Z 134K followers, 369.3K 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](https://x.com/tbpn/status/1993088517497651559)  2025-11-24T22:45Z 134K followers, 464.5K engagements


"BREAKING: Astro Mechanicas @CatOrman1 and a16zs @rmcentush are engaged"  
[X Link](https://x.com/tbpn/status/1993352782951465384)  2025-11-25T16:15Z 134K followers, 119.1K engagements


"Crmieux & Kian on Nucleus Kratsios on Genesis Brother Joe $KLAR CEO"  
[X Link](https://x.com/tbpn/status/1993393424498839946)  2025-11-25T18:56Z 134K followers, 334.4K engagements


"ON THIS DAY: Nvidia replaced Enron in the S&P 500"  
[X Link](https://x.com/tbpn/status/1994890746013651302)  2025-11-29T22:06Z 134K followers, 317.1K 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](https://x.com/tbpn/status/1995669589322334611)  2025-12-02T01:41Z 134K followers, 25.5K engagements


"Good morning. On todays show: Matt Garman (AWS) @mansourtarek_ (Kalshi) @firstadopter (Barrons) @photomatt (Automattic) See you on the stream"  
[X Link](https://x.com/tbpn/status/1995932485906301010)  2025-12-02T19:06Z 134K followers, 94K 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](https://x.com/tbpn/status/1996352945710117030)  2025-12-03T22:56Z 134K followers, 173.7K 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](https://x.com/tbpn/status/1996358800937570309)  2025-12-03T23:20Z 134K followers, 66K 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](https://x.com/tbpn/status/1996381681742446710)  2025-12-04T00:50Z 134K followers, 291K 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](https://x.com/tbpn/status/1996385408620675425)  2025-12-04T01:05Z 134K followers, 86.2K 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](https://x.com/tbpn/status/1996684279682875728)  2025-12-04T20:53Z 134K followers, 62K 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](https://x.com/tbpn/status/1996729002506248541)  2025-12-04T23:51Z 134K followers, 194.4K 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](https://x.com/tbpn/status/1997014350318760027)  2025-12-05T18:44Z 134K followers, 15.6K 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](https://x.com/tbpn/status/1997109758374171214)  2025-12-06T01:04Z 134K followers, 133.5K 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](https://x.com/tbpn/status/1997387757438841243)  2025-12-06T19:28Z 134K followers, 57.4K 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](https://x.com/tbpn/status/1998185826916929905)  2025-12-09T00:20Z 134K followers, 51.3K 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](https://x.com/tbpn/status/1998198262910865426)  2025-12-09T01:09Z 134K followers, 127.9K 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](https://x.com/tbpn/status/1998201244792635890)  2025-12-09T01:21Z 134K followers, 22K engagements


"BREAKING: OpenAI hires Slack CEO @dhdresser as CRO"  
[X Link](https://x.com/tbpn/status/1998498992456610128)  2025-12-09T21:04Z 134K followers, 77K engagements


"Hock Tan CEO of Broadcom allegedly told VMware employees "I'm not your dad" when asked about Broadcom's benefit package"  
[X Link](https://x.com/tbpn/status/1998544568502071475)  2025-12-10T00:05Z 134K followers, 172.4K engagements