#  @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: [---------] [#](/creator/twitter::1838288550569349120/interactions)  - [--] Week [----------] +135% - [--] Month [----------] +261% - [--] Months [-----------] +190% - [--] Year [-----------] +2,261% ### Mentions: [---] [#](/creator/twitter::1838288550569349120/posts_active)  - [--] Week [---] +10% - [--] Month [---] +89% - [--] Months [-----] +82% - [--] Year [-----] +680% ### Followers: [-------] [#](/creator/twitter::1838288550569349120/followers)  - [--] Week [-------] +8.30% - [--] Month [-------] +40% - [--] Months [-------] +113% - [--] Year [-------] +1,283% ### CreatorRank: [-----] [#](/creator/twitter::1838288550569349120/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) 29.31% [stocks](/list/stocks) #4172 [finance](/list/finance) #2435 [countries](/list/countries) 6.03% [cryptocurrencies](/list/cryptocurrencies) 3.88% [vc firms](/list/vc-firms) #119 [automotive brands](/list/automotive-brands) 3.45% [exchanges](/list/exchanges) #946 [luxury brands](/list/luxury-brands) 2.59% [celebrities](/list/celebrities) 2.59% **Social topic influence** [ai](/topic/ai) #2312, [ceo](/topic/ceo) #238, [breaking](/topic/breaking) #1368, [in the](/topic/in-the) #583, [open ai](/topic/open-ai) #2276, [super bowl](/topic/super-bowl) #1992, [future](/topic/future) 4.31%, [if you](/topic/if-you) #542, [sama](/topic/sama) #3440, [$hood](/topic/$hood) #48 **Top accounts mentioned or mentioned by** [@hubermanlab](/creator/undefined) [@sama](/creator/undefined) [@bryanjohnson](/creator/undefined) [@martinshkreli](/creator/undefined) [@grok](/creator/undefined) [@vladtenev](/creator/undefined) [@steipete](/creator/undefined) [@realproducerben](/creator/undefined) [@thecsguy](/creator/undefined) [@mattprd](/creator/undefined) [@harleyf](/creator/undefined) [@sholtodouglas](/creator/undefined) [@jawwwn_](/creator/undefined) [@toddmckinnon](/creator/undefined) [@gergelyorosz](/creator/undefined) [@dwr](/creator/undefined) [@dylanabruscato](/creator/undefined) [@dylan522p](/creator/undefined) [@tjparker](/creator/undefined) [@jrkelly](/creator/undefined) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Shopify Inc (SHOP)](/topic/$shop) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Ethereum (ETH)](/topic/ethereum) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "TBPN Wednesday May 28th https://x.com/i/broadcasts/1PlJQMXvlyZJE https://x.com/i/broadcasts/1PlJQMXvlyZJE" [X Link](https://x.com/tbpn/status/1927771825460891692) 2025-05-28T16:59Z 213.1K followers, 344.1K engagements "Morning it's crypto day. Here are our guest call-ins: - @brian_armstrong (Coinbase) - @cdixon (a16z) - @balajis (The Network State) - @dwr (Farcaster) - @a1lon9 (Pump) - @pasternak (Believe) - @katie_haun (Haun Ventures) - @tomhschmidt (Dragonfly) - @konstantin11 (Blockdaemon) - @DylanAbruscato (Crypto: The Game) - @LucaNetz (Pudgy Penguins) - @mert (Helius) - @KyleSamani (Multicoin Capital) - @soona (Volt Capital) See you all on the stream. TBPN Wednesday May 28th https://t.co/TFempVaP3s TBPN Wednesday May 28th https://t.co/TFempVaP3s" [X Link](https://x.com/tbpn/status/1927771953097551925) 2025-05-28T17:00Z 213.1K followers, 416K 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/anyuser/status/1981797702733275187) 2025-10-24T18:59Z 213.1K followers, 726.2K engagements "Monday November 3rd https://x.com/i/broadcasts/1lPKqvRlwEdGb https://x.com/i/broadcasts/1lPKqvRlwEdGb" [X Link](https://x.com/anyuser/status/1985421103351939111) 2025-11-03T18:57Z 213.1K followers, 83.3K engagements "Happy Monday. On todays show: Breaking down Sama on BG2 @danroberts0101 (IREN) @markgurman (Bloomberg) @ericabrescia (Redpoint) @benwitte (Recess) See you on the stream. Monday November 3rd https://t.co/4DT9XwtTgK Monday November 3rd https://t.co/4DT9XwtTgK" [X Link](https://x.com/anyuser/status/1985421880753549799) 2025-11-03T19:00Z 213.1K followers, 77.4K engagements "Good morning. On todays show: @vladtenev (Robinhood) @DavidBaszucki (Roblox) @btaylor (Sierra) @UriMarchand (Overwolf) @Alex__Israel (Metropolis) @PaulErlanger (fomo) @nilamg (Beacon) See you on the stream. Thursday November 6th https://t.co/phfMPxugWc Thursday November 6th https://t.co/phfMPxugWc" [X Link](https://x.com/tbpn/status/1986508369830813844) 2025-11-06T18:57Z 213.1K followers, 89.9K engagements "Sequoia partner @sonyatweetybird says we're going from the age of product-led growth to the age of agent-led growth. "You see this most clearly if you're using Claude Code actively. It says 'Hey for a database you should use Supabase. For hosting use Vercel.' It's choosing for you the stuff you should be using." "Product-led growth brought us closer to the vision of 'best product wins' but ultimately people are still lazy. They can't read all the reviews and they kind of default to what looks cool on the website." "Whereas your agent has infinite time to go and make these choices for you. It" [X Link](https://x.com/tbpn/status/2012297038613070137) 2026-01-16T22:52Z 213.1K followers, 1.2M engagements "FULL INTERVIEW: Moltbook creator @MattPRD on his viral social network for AI agents the future of AI and social media where Moltbook is headed and more 00:31 Matt's background and early career 02:10 How he started Moltbook 05:04 Reaction to Moltbook going viral 06:08 How Moltbook works 10:08 Moltbook's future 13:40 Privacy safety and data concerns 14:26 Fundraising team expansion and YC 16:52 The utility and value of Moltbook 20:30 Bots and social media 22:27 Upcoming Moltbook features https://twitter.com/i/web/status/2018454997273587966 https://twitter.com/i/web/status/2018454997273587966" [X Link](https://x.com/tbpn/status/2018454997273587966) 2026-02-02T22:42Z 213.1K followers, 31.5K engagements "FULL INTERVIEW: @dylan522p joins TBPN at the Cisco AI summit to discuss data centers in space the limits of todays AI hardware and how chips power and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia Groq and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44" [X Link](https://x.com/tbpn/status/2018828848918360503) 2026-02-03T23:28Z 213.1K followers, 41K engagements "In an effort to expand awareness of technology and business we bought a Super Bowl ad. See you Sunday on NBC" [X Link](https://x.com/tbpn/status/2019080547025211431) 2026-02-04T16:08Z 213.1K followers, 1.3M engagements "BREAKING: TBPN Healthcare Czar and Air-Cooled Porsche Owner @tjparker will be joining the show today to discuss copycat drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs" [X Link](https://x.com/tbpn/status/2019826676147056667) 2026-02-06T17:33Z 213.1K followers, 43.8K engagements "BREAKING: @DKThomp is AGI pilled for me the odds that AI is a bubble declined significantly in the last [--] weeks and the odds that were actually quite under-built for the necessary levels of inference/usage went significantly up in that period basically I think AI is going to become the home screen of a for me the odds that AI is a bubble declined significantly in the last [--] weeks and the odds that were actually quite under-built for the necessary levels of inference/usage went significantly up in that period basically I think AI is going to become the home screen of a" [X Link](https://x.com/tbpn/status/2019865464256754063) 2026-02-06T20:07Z 213K followers, 58.8K engagements "BREAKING: @ereborbank secures final OCC approval becoming a U.S. national bank" [X Link](https://x.com/tbpn/status/2019885426899841112) 2026-02-06T21:26Z 213.1K followers, 599.8K engagements "A 38-year-old Utah mom with [--] children named Nicole Tanner used her life savings to start Swig a 'dirty soda' chain that sells Sprite Coke etc. spiked with fruit purees and creams. She launched Swig in [----] after selling Mary Kay products using her savings to buy a 700-square-foot commercial building with a big parking lot for her storefront. She initially priced her drinks at $1 for any size; soon she had lines out the door after a local news segment on Swig aired. By [----] Swig had grown to more than a dozen stores. Last year she did around $100M in sales. Today Tanner has [---] locations" [X Link](https://x.com/tbpn/status/2019902268775211204) 2026-02-06T22:33Z 213.1K followers, 408.7K engagements "BREAKING: @Giannis_An34 is joining Kalshi as a shareholder" [X Link](https://x.com/tbpn/status/2019916610904191305) 2026-02-06T23:30Z 213.1K followers, 18K engagements "Palmer Luckey on Erebor his new bank valued at over $4B: "We'll have the most conservative loan-to-deposit ratios of any bank in history." "I'm not a finance bro. I want something like Erebor to exist because of and for the sake of my love for these other technologies." BREAKING: @ereborbank secures final OCC approval becoming a U.S. national bank https://t.co/OTck31mlnO BREAKING: @ereborbank secures final OCC approval becoming a U.S. national bank https://t.co/OTck31mlnO" [X Link](https://x.com/tbpn/status/2020158193301877073) 2026-02-07T15:30Z 213.1K followers, 192.5K engagements ".@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be accomplished in the next decade not the next quarter."" [X Link](https://x.com/tbpn/status/2020180838705688663) 2026-02-07T17:00Z 213.1K followers, 199.9K engagements "Jordi: I used to get 90% 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" [X Link](https://x.com/tbpn/status/2020203473766359049) 2026-02-07T18:30Z 213.1K followers, 75.9K engagements "OpenAI's @kevinweil says 24/7 robotic labs could automate scientific discovery using "reinforcement learning with a loop through the real world": "Theres a lot of science that can be totally automated. Theres no reason at this point that you need to have grad students pipetting one thing into another thing." "The idea is to have robotic labs that are online 24/7 and can scale in parallel. You have models reasoning for two days to find the most efficient experiments to run once they get to a good point they pass that to a robotic lab which can experiment in parallel at high volume." "The" [X Link](https://x.com/tbpn/status/2020543230899810542) 2026-02-08T17:00Z 213.1K followers, 29.2K engagements "Clawdbot creator @steipete says Claude Opus is his favorite model but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude Code you need more tricks to get the same." "But character wise Opus behaves so good in a Discord it kind of feels like a human. I've only really experienced that with Opus." https://twitter.com/i/web/status/2020565869747949601 https://twitter.com/i/web/status/2020565869747949601" [X Link](https://x.com/tbpn/status/2020565869747949601) 2026-02-08T18:30Z 213.1K followers, 54.7K engagements "Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://claudewithads.com https://claudewithads.com" [X Link](https://x.com/tbpn/status/2020651201445179844) 2026-02-09T00:09Z 213.1K followers, 1.5M engagements "BREAKING: @noahpompan has joined Erebor to grow deposits" [X Link](https://x.com/tbpn/status/2020920515444310099) 2026-02-09T17:59Z 213.1K followers, 18.6K engagements "FULL INTERVIEW: 37signals' @jasonfried joins TBPN to discuss Ferrari's new electric vehicle designed by Jony Ive. 0:32 Ferraris first EV 01:41 Jony Ive's interior design 02:47 Aston Martin's influence 04:21 Pros and cons of Ferraris design direction 07:09 Why the Mercedes AMG floating iPad ruined the car 10:02 Why modern car interiors all feel the same 13:26 Jony and the influence of Apple https://twitter.com/i/web/status/2021010903760765321 https://twitter.com/i/web/status/2021010903760765321" [X Link](https://x.com/tbpn/status/2021010903760765321) 2026-02-09T23:58Z 213.1K followers, 10.2K engagements "Ginkgo Bioworks CEO @jrkelly says biotechs ugly secret is that the startups that once powered Americas drug discovery are all moving to China: Why You know what China has cheaper than the U.S. Hands. Pipetting. If were going to keep up weve got to move to autonomy. This is also how were going to reindustrialize manufacturing. Do you think were going to compete on hands No way. When you see these acquisitions of new drug candidates by large pharmas it went from less than 5% from China to more than 40% over the last two years. And thats not manufacturing - thats innovation and discovery" [X Link](https://x.com/tbpn/status/2021244831486574910) 2026-02-10T15:28Z 213.1K followers, 71K engagements "Adaption Labs CEO @sarahookr says data centers in space are "pretty bonkers" and explains what the current consensus gets wrong: "Most co-located hardware is pretty much for training. I think that's why you care about Space otherwise you can distribute. Inference compute which is where everything's moving towards you can spread that compute more easily. You can have multiple data centers on Earth." "So if you care about space you probably only care about training compute. I think people underestimate the amount of failures that happen and you don't want to get your training job interrupted."" [X Link](https://x.com/tbpn/status/2021275134557028777) 2026-02-10T17:28Z 213.1K followers, 34.2K engagements "BREAKING: xAI co-founder @jimmybajimmyba has resigned" [X Link](https://x.com/tbpn/status/2021388219959607483) 2026-02-11T00:58Z 213.1K followers, 65.9K engagements "BREAKING: @ChiThukral is joining beehiiv to lead social" [X Link](https://x.com/tbpn/status/2021617581329924259) 2026-02-11T16:09Z 213.1K followers, 15K engagements "BREAKING: $HOOD CEO @vladtenev will be live on TBPN today at 1p PT" [X Link](https://x.com/tbpn/status/2021624752297894348) 2026-02-11T16:37Z 213.1K followers, 16.8K engagements "BREAKING: @mattshumer_ is joining the show at 12:15p PT today to talk about his viral article Something Big Is Happening https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/tbpn/status/2021632422044217433) 2026-02-11T17:08Z 213.1K followers, 21K engagements "Happy Wednesday. On today's show: - @vladtenev (Robinhood) - @mattshumer_ (X Article Author) - @harleyf (Shopify) - @jeffiel (Inertia) - @samdblond (Monaco) - @byjohnf (Juxta) See you on the stream. https://t.co/FhaEMQTEjb https://t.co/FhaEMQTEjb" [X Link](https://x.com/tbpn/status/2021661816733204648) 2026-02-11T19:05Z 213.1K followers, 26.8K engagements ""AI will rewrite interfaces. It will never rewrite real infrastructure." - Shopify president @harleyf on the SaaSpocalypse "Ultimately I think the companies that are going to do really well will be the ones that are systems of record. The ones that are actually operating like operating systems." "If you are just a feature - if all you're really doing is wrapping something you're going to struggle."" [X Link](https://x.com/tbpn/status/2021696874378657948) 2026-02-11T21:24Z 213.1K followers, 41.9K engagements "Author of the megaviral article "Something Big Is Happening" Matt Shumer breaks down how he used Claude to help him write the piece:" [X Link](https://x.com/tbpn/status/2021723552857436352) 2026-02-11T23:10Z 213.1K followers, 14.6K engagements ""Last year we did OpenAI and SpaceX stock token giveaways. This year it'll be about making those products real and tradable for customers." Robinhood CEO @vladtenev reveals his [----] roadmap for bringing private companies to the platform:" [X Link](https://x.com/tbpn/status/2021733904512954622) 2026-02-11T23:51Z 213.1K followers, 11K engagements "Today Robinhoods fearless CEO Chad Tenev grabbed a cactus bare-handed mid-interview. We live in a dangerous world gentlemen" [X Link](https://x.com/tbpn/status/2021753229193953363) 2026-02-12T01:08Z 213.1K followers, 44K engagements "The CEO of Founders Fund-backed Monaco @samdblond says customers want to speak with humans for sales. But for non-customer-facing activities AI agents are far better. Whether you're a sales rep or a founder you will spend your time customer-facing - and we're going to optimize everything in the platform around that experience including the post follow-up. So you get off the call we have the call transcript we've written an email for you to follow up with that person it's very opinionated and trained on the way that we think about sales and go to market you can review that email and click send" [X Link](https://x.com/tbpn/status/2021765768120349072) 2026-02-12T01:58Z 213.1K followers, 26.6K engagements "Don't Die founder @bryan_johnson's baseline assumption about organic food is that it's worse than non-organic food. "When we test organic it typically performs worse than non-organic on many variables. So no I think it's worthless as a marketing protocol."" [X Link](https://x.com/tbpn/status/2022057822964568368) 2026-02-12T21:18Z 213.1K followers, 196.4K engagements "FULL INTERVIEW: @bryan_johnson joins TBPN to discuss his new $1M health program Immortals olive oil lookmaxxing peptides AI toxins in food and more. 01:41 How olive oil fits into Blueprint 03:19 The $1M Immortals health program 05:18 How Bryan will use AI to help people not die 08:53 Organic food produce toxins 12:31 AI will make Dont Die the dominant ideology 15:36 Autonomous health vs. DIY biohacking 19:21 Peptides 23:19 Lightning round: Ray Peat carrots best place to live and more https://twitter.com/i/web/status/2022090551601115488 https://twitter.com/i/web/status/2022090551601115488" [X Link](https://x.com/tbpn/status/2022090551601115488) 2026-02-12T23:28Z 213.1K followers, 12.4K engagements "Don't Die founder @bryan_johnson just launched Immortals a $1M service that will select [--] people to follow his health protocol using "Bryan AI" - a model trained on his own Don't Die health journey. "What we're building is a 'Bryan AI' that basically watches after you 24/7."" [X Link](https://x.com/tbpn/status/2022096478941196517) 2026-02-12T23:52Z 213.1K followers, 29.8K engagements ""I think the whole looksmaxxing phenomenon is really really dangerous and foolish especially for people younger than 40." - @hubermanlab "If you're a guy taking pictures of your abs and posting them online you need to invest money in a psychologist not in peptides." "We're hearing more and more about young guys who think they've got to take TRT. Never in a million years would I suggest anyone do that in their 20s or 30s unless they have a serious issue." "There's the risk that if you're augmenting growth hormone in your teens or your 20s you can really mess up your hypothalamic-pituitary axis" [X Link](https://x.com/tbpn/status/2022102881873408271) 2026-02-13T00:17Z 213.1K followers, 321.6K engagements "This is going to be a trillion-dollar drug. @hubermanlab says retatrutide is the peptide thats about to change everything. Currently in a Phase III clinical trial in humans retatrutide caused up to one-third body weight loss in just six months with some degree of muscle sparing. The bodybuilding community has been onto this for a long time. Then it shows up in Hollywood. Everyone lies or avoids answering the question of how they got so jacked. They talk about eating chicken breasts and theyre actually taking growth hormone Winstrol and retatrutide. We are looking at a potential change in the" [X Link](https://x.com/tbpn/status/2022109039040352331) 2026-02-13T00:42Z 213.1K followers, 1.7M engagements "Andrew Huberman reveals his #1 productivity hack: a separate phone for social media that he keeps in a lockbox. "It's getting very easy to blow past your peers now just by avoiding being on social media a little bit more." "I took my old phone and I put social media on it. I keep it in this lockbox which is like a Supermax prison. You can't even code out of it it has a no-code-out setting. And I leave it in there for about 20+ hours per day. Your productivity will go through the roof." https://twitter.com/i/web/status/2022115361127342124 https://twitter.com/i/web/status/2022115361127342124" [X Link](https://x.com/tbpn/status/2022115361127342124) 2026-02-13T01:07Z 213.1K followers, 104.8K engagements "FULL INTERVIEW: @hubermanlab joins TBPN to discuss retatrutide lookmaxxing cannabis his yerba mate drink Matena and more. 01:24 Caffeine as a performance enhancer 03:22 Why making energy drinks a habit can be risky 03:52 The retail expansion of Matena 05:15 PEDs in the Olympics and professional sports 09:10 Chinese peptides 14:15 Retatrutide 15:35 - Looksmaxxing 22:50 Cannabis 29:16 Brain rot 34:19 What excites Andrew about AI" [X Link](https://x.com/tbpn/status/2022127836652360153) 2026-02-13T01:57Z 213.1K followers, 54.4K engagements "Simile CEO @joon_s_pk says their long-term goal is to simulate all [--] billion people on Earth: He says the real value isnt just predicting what people will do - but understanding why they do it referencing a line from the Oracle in The Matrix: Youre not necessarily here to make a decision. Youve already made the decision. Youre here to understand the decision and why you made it. That captures the essence of simulation. The models we're creating aren't merely trying to predict the future - although we are good at that and that is one of the core capabilities - but what is more important to me" [X Link](https://x.com/tbpn/status/2022325214135374259) 2026-02-13T15:01Z 213.1K followers, 100.1K engagements ".@hubermanlab says the alcohol vs. weed debate misses the point. Theyre both drugs - and which is better depends entirely on the person: The comparison is kind of a fool's errand. Everyone I know that smokes pot has or is becoming an idiot deranged neurotic psychotic or all of the above. Not a single one is normal. Cant say the same for alcohol. Everyone I know that smokes pot has or is becoming an idiot deranged neurotic psychotic or all of the above. Not a single one is normal. Cant say the same for alcohol" [X Link](https://x.com/tbpn/status/2022331504165335311) 2026-02-13T15:26Z 213.1K followers, 22.2K engagements "Jordi and John put @bryan_johnson through a lightning round. Here are his quick thoughts on: Ray Peat whether carrots are safe to consume the healthiest place to live what TBPN should do about the Ultradomes air quality parasites and cycling supplements:" [X Link](https://x.com/tbpn/status/2022337844493340894) 2026-02-13T15:51Z 213.1K followers, [----] engagements "$HOOD CEO @vladtenev says he remains "bullish on crypto" and is "on the lookout" for potential acquisitions: "Last year we were quite active with a number of acquisitions. In particular you have Bitstamp which since we closed that acquisition has basically doubled in revenue." "A lot of people are bearish on the crypto industry right now. We remain bullish on crypto. Now is the time for builders to build." "Just like in the past the cycle goes up and down but long run we think crypto is going to become the financial system and they're going to converge. So we're still investing heavily."" [X Link](https://x.com/tbpn/status/2022344136821715419) 2026-02-13T16:16Z 213.1K followers, 25.6K engagements "Happy Friday. On today's show: - @MartinShkreli (DL Software) - @adcock_brett (Figure AI) - @h_ayes (Threads) - Alex Bouzari (DDN) See you on the stream. https://t.co/rUntyX3u0w https://t.co/rUntyX3u0w" [X Link](https://x.com/tbpn/status/2022385187787887009) 2026-02-13T18:59Z 213.1K followers, 27.5K engagements "Andrew Huberman (@hubermanlab) says he has parents asking him about giving HGH to their teenagers "all the time" now: "People who have kids that are much shorter than their peers nowadays often and I'm not suggesting doing this will delay puberty in their kids. They'll sometimes give them growth hormone." "When you start playing at-home endocrinologist and now it's very easy to find a physician that will work with you on these things you're playing a dice game. So you have to think real carefully about when and if to do these things."" [X Link](https://x.com/tbpn/status/2022428536926302568) 2026-02-13T21:51Z 213.1K followers, 26.7K engagements ""Are people going to build their own software or buy software from vendors Unequivocally they're going to buy more software from vendors." - Okta CEO @toddmckinnon "Companies have a very hard time building something that goes from SAP to content management to Salesforce in an end-to-end process." "Maybe therell be some more customization and more vibe coding to build that. But the core vendors core data sources and the core business logic and processes thats going to get bigger and bigger. Im 100% convinced of that." https://twitter.com/i/web/status/2022453603274023367" [X Link](https://x.com/tbpn/status/2022453603274023367) 2026-02-13T23:31Z 213.1K followers, 10.8K engagements ".@MartinShkreli is skeptical of the narrative that finance companies will rush to replace employees with AI. If you become more productive at work the company doesnt say Oh lets get rid of you and save whatever amount of money.' Theyre already making money with you employed. The fact that youre becoming more productive means that whatever the margins were theyre probably improving. We as humans want to employ other humans and we want to be productive. Nobody wants to needlessly employ people but I think that there's this idea of - a machine can do your job. We have this at my office. I say" [X Link](https://x.com/tbpn/status/2022465812821667870) 2026-02-14T00:20Z 213.1K followers, 49.1K engagements "Today on TBPN @martinshkreli offered advice for young people hoping to break into investing and finance in 2026:" [X Link](https://x.com/tbpn/status/2022478522523226315) 2026-02-14T01:10Z 213.1K followers, 14.7K engagements "Jordi breaks down the bear case for Neolabs: "From an investment standpoint I get it - a really elite smart team there's somewhat of a capped downside." "But these people are working on something like - 'These LLMs aren't really learning in real time and I'm going to leave this lab and go work on that problem at the Neolab.'" "Meanwhile the lab they left is still working on that problem. And we've also seen as different labs have different advancements other labs can quickly just catch up. "So my question is if a neolab raises $100 million and actually has a breakthrough then they just have" [X Link](https://x.com/tbpn/status/2022484866504495511) 2026-02-14T01:35Z 213.1K followers, 14.2K engagements ""Multiple teams at @PalantirTech are building AI FDEs (Forward-Deployed Engineers)." - @ssankar "We are super excited about proliferating and building these tools out."" [X Link](https://x.com/tbpn/status/1913298102616019318) 2025-04-18T18:26Z 210.7K followers, 139.4K engagements "📸 SPOTTED: Star defense tech founder @mttgrmm soaks up sun at his Costa Mesa HQ" [X Link](https://x.com/tbpn/status/1914509720578408535) 2025-04-22T02:41Z 212.9K followers, 24.6K 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. https://twitter.com/i/web/status/1920520568874676351 https://twitter.com/i/web/status/1920520568874676351" [X Link](https://x.com/tbpn/status/1920520568874676351) 2025-05-08T16:45Z 211.8K followers, 136K engagements "We asked @wolfejosh from @Lux_Capital to explain why robots shouldn't look like humans. "They should be in the Darwinian sense 'Endless forms Most beautiful'." "Why do we give them two arms and two legs to unpack a sink" "I want to see them have six arms and do things that are un-human like that Cantina scene from Star Wars." "The future of robotics is embodied intelligence irrespective of form factors."" [X Link](https://x.com/tbpn/status/1923122725012504745) 2025-05-15T21:06Z 203.7K followers, 74K engagements "BREAKING: Soham Parekh will be joining us live at 11:00 AM PST to share his side of the story. Theres a lot being said about me right now and most of you dont know the full story. If theres one thing to know about me its that I love to build. Thats it. Ive been isolated written off and shut out by nearly everyone Ive known and every company Ive worked at. Theres a lot being said about me right now and most of you dont know the full story. If theres one thing to know about me its that I love to build. Thats it. Ive been isolated written off and shut out by nearly everyone Ive known and every" [X Link](https://x.com/anyuser/status/1940816576099622943) 2025-07-03T16:55Z 213.1K followers, 2.2M 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 212.9K followers, 986.8K engagements "Today. BREAKING: GameStop CEO @ryancohen will be live on TBPN tomorrow at 12p PT $GME https://t.co/iBECk8IP3f BREAKING: GameStop CEO @ryancohen will be live on TBPN tomorrow at 12p PT $GME https://t.co/iBECk8IP3f" [X Link](https://x.com/tbpn/status/1980310657246630139) 2025-10-20T16:30Z 211.5K followers, 76.9K engagements ""Let's not be politically correct. Let's just admit you're supposed to be having kids when you're [--] [--] [--]. 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 212.9K 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](https://x.com/tbpn/status/1980747823714037967) 2025-10-21T21:27Z 211.1K followers, 1.8M engagements "🔴 Satya Nadella LIVE on TBPN https://x.com/i/broadcasts/1mnxeNjZdPnKX https://x.com/i/broadcasts/1mnxeNjZdPnKX" [X Link](https://x.com/tbpn/status/1983231937306354078) 2025-10-28T17:58Z 212.9K followers, 427.3K 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. all this to be ai notetaker app #89723897r98274 all this to be ai notetaker app #89723897r98274" [X Link](https://x.com/tbpn/status/1985828238699217337) 2025-11-04T21:55Z 212.9K followers, 707.8K engagements "BREAKING: Per WSJ OpenAI CFO Sarah Friar says the company is seeking federal support to help guarantee financing for the chips it needs to scale" [X Link](https://x.com/tbpn/status/1986223295352750565) 2025-11-06T00:05Z 199.1K followers, 718.1K engagements "When we sat down with @alexandr_wang at Meta Connect [----] he shared his advice for young people: If youre [--] 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. https://twitter.com/i/web/status/1987589066003796343 https://twitter.com/i/web/status/1987589066003796343" [X Link](https://x.com/tbpn/status/1987589066003796343) 2025-11-09T18:32Z 213K followers, 4.4M engagements "BREAKING: Coinbases Head of Corp Dev @_aklil0 and Bridges Head of Marketing @zdave15 are engaged" [X Link](https://x.com/tbpn/status/1987981460633252331) 2025-11-10T20:31Z 211.2K followers, 161.1K 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 200.3K followers, 70.4K engagements ""If I were in @rookisaacman's shoes I'd say to NASA: @fireflyspace 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 198.5K followers, 19.5K engagements "Mark Cuban on the next big job students should focus on: Most companies dont know how to implement AI especially small businesses. Companies dont understand how to implement AI right now to get a competitive advantage learn to customize a model walk into a company show the benefits. That is every single job thats going to be available for kids coming out of school. Dont just study AI. Make it work inside a business. From our August [----] interview with @mcuban" [X Link](https://x.com/tbpn/status/1999895155772739881) 2025-12-13T17:32Z 213K followers, 1M engagements ".@saranormous's book recommendations: 'Masters of Doom' by David Kushner. The story of the best era of the video game industry. 'For Blood and Money' by Nathan Vardi. The story of a non-technical founder and a breakout leukemia drug. 'Apprentice to Genius' by Robert Kanigel. How a small group at the NIH and Johns Hopkins made outsized contributions to their fields. 'Breakneck' by Dan Wang. "Really good. Worth reading." https://twitter.com/i/web/status/2001436984989089991 https://twitter.com/i/web/status/2001436984989089991" [X Link](https://x.com/tbpn/status/2001436984989089991) 2025-12-17T23:38Z 212.7K followers, 57.6K engagements "The guys discuss the word chubai which is "when something is both chopped and also spiritually Dubai." Examples include SoHo House and Carbone among others. Jordi thinks oat milk is chubai. John isn't sure if the super chunky Balenciagas are. adding chubai to my lexicon https://t.co/WTFezDA6I7 adding chubai to my lexicon https://t.co/WTFezDA6I7" [X Link](https://x.com/tbpn/status/2001796819202998435) 2025-12-18T23:28Z 205.2K followers, 109.4K engagements "Palmer Luckey on Erebor his new bank just valued at over $4B: "We'll have the most conservative loan-to-deposit ratios of any bank in history." "I'm not a finance bro. I want something like Erebor to exist because of and for the sake of my love for these other technologies."" [X Link](https://x.com/tbpn/status/2003182823944134656) 2025-12-22T19:16Z 212.9K followers, 433.4K engagements ".@MartinShkreli on quantum computing and why early Bitcoin addresses like Satoshi's are vulnerable: "Satoshi's keys are at risk. Binance and Coinbase's keys are not. They'll be ported in most likely to a quantum secure system."" [X Link](https://x.com/tbpn/status/2003198452147323118) 2025-12-22T20:18Z 201.3K followers, 120.4K engagements ".@bryan_johnson: "I've been able to figure out how to compress everything I've learned into one biomarker." "The marker that's durable over time is resting heart rate before bed. Show me your resting heart rate I'll see your soul. It's an accounting of your life decisions."" [X Link](https://x.com/tbpn/status/2006433267789287733) 2025-12-31T18:32Z 212.9K followers, 925.7K engagements "BREAKING: Founders Fund partner @joeykrug and Evertas COO @emmarosepb tied the knot in Vienna Austria on December [--] 2025" [X Link](https://x.com/tbpn/status/2007897056334262494) 2026-01-04T19:28Z 205K followers, 22.6K engagements "Happy Thursday. On todays show: - @zebulgar (Varda) - @wolfejosh (Lux Capital) - @Julie_Bush_ (Valinor) - @winstonweinberg (Harvey) - @yotamseg (Cyera) - Arun Gupta (Hapiko) See you on the stream. Julia Black's TBPN VF Expos Defense Tech Salary Caps Apple Card To JPM Paramount Rejected Again Greenland Acquisition Talks https://t.co/0tCL2mulQi Julia Black's TBPN VF Expos Defense Tech Salary Caps Apple Card To JPM Paramount Rejected Again Greenland Acquisition Talks https://t.co/0tCL2mulQi" [X Link](https://x.com/tbpn/status/2009340226175684639) 2026-01-08T19:03Z 202.7K followers, 35.9K engagements ".@Lux_Capital's @wolfejosh on defense tech and the [----] IPO market: "I think that you're going to have a big set of IPOs. Everybody sort of knows the names off the tip of their tongue. Probably six to ten companies this year have such high demand they've so far been rewarded by basically saying no and waiting and having ever higher rounds and lower cost of capital." "Look at Palantir and the valuation of Palantir. Alex and the team are amazing but to me it's less about Palantir and more about a huge amount of pent-up demand for next-generation defense tech. If and when you ever do see a debut" [X Link](https://x.com/tbpn/status/2009413378507456783) 2026-01-08T23:54Z 207.3K followers, 21K engagements "a16z's @bhorowitz says the California wealth tax is the "best strategy" to dismantle Silicon Valley that he's ever seen. "It's been so hard to break the Silicon Valley network effect but this is the best strategy I've seen." "Norway has an unrealized capital gains tax. Norway's got a lot of extremely smart people great entrepreneurs but they all left." "When you talk to entrepreneurs in Norway they're like 'I literally can't pay the tax because the company got marked up and I own a lot of it and I can't get that money out.'" "'It's a private company. I'm stuck. So I have to leave the" [X Link](https://x.com/tbpn/status/2009757096720687294) 2026-01-09T22:40Z 212.9K followers, 651.9K engagements "If you're a doomer about data center water usage are you long water stocks "If you believe AI is going to use all the power and you bought GE Vernova you did very very well. But the water stocks haven't mooned."" [X Link](https://x.com/tbpn/status/2009769025702936723) 2026-01-09T23:27Z 197.4K followers, [----] engagements "The guys discuss the word chubai which is "when something is both chopped and also spiritually Dubai." Examples include SoHo House and Carbone among others. Jordi thinks oat milk is chubai. John isn't sure if the super chunky Balenciagas are" [X Link](https://x.com/tbpn/status/2010105482187510243) 2026-01-10T21:44Z 211.3K followers, 16.2K engagements "Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome. but the biggest prize is consumer. That is what's going to reach daily life for billions of people." "Think about all the little parts of daily life that are kind of annoying. Pay attention to whoever's in your life and ask: 'How could their daily life be a little bit easier'" https://twitter.com/i/web/status/2011591788973498770 https://twitter.com/i/web/status/2011591788973498770" [X Link](https://x.com/tbpn/status/2011591788973498770) 2026-01-15T00:10Z 213.1K followers, 406.8K engagements "Sequoia partner @gradypb says software is shifting from apps that demand attention to agents that work quietly in the background. This shift will change what moats will look like and will be especially hard for incumbents to deal with. "It's two very different business paradigms" he says. "In an era of apps you want a lot of surface area with your customers you want them to spend a lot of time in your product." "In an era of agents things can just be running passively in the background. The amount of surface area you have with your customers the amount of time they might spend in your product" [X Link](https://x.com/tbpn/status/2012303522474377326) 2026-01-16T23:18Z 213.1K followers, 58.2K engagements "Anduril COO @mttgrmm provides a fresh update on Anduril's Arsenal-1 facility and Fury fighter jet production: "The Arsenal-1 project in Ohio is running incredibly smoothly. the first building just shy of one million square feet is fully built the internal is being constructed now and we'll start production on Fury this summer." He says the Fury production line will resemble the Ford production method (or the "Grimm method") with [--] separate stations each with its own specific production purpose. https://twitter.com/i/web/status/2013408987170119728" [X Link](https://x.com/tbpn/status/2013408987170119728) 2026-01-20T00:31Z 200.8K followers, 99.8K engagements "BREAKING: @MartinShkreli an American investor and businessman will join the show at 12p PT today" [X Link](https://x.com/tbpn/status/2013663040085074027) 2026-01-20T17:20Z 197.6K followers, 55.4K engagements "BREAKING: @CarlStauffer2 becomes the first person accepted to Palantirs Neurodivergent Fellowship While cross-country skiing this morning Dr. Karp decided to launch a new program: The Neurodivergent Fellowship. If you find yourself relating to him in this video unable to sit still or thinking faster than you can speak we encourage you to apply. The final round of https://t.co/2Xdrc13uj5 While cross-country skiing this morning Dr. Karp decided to launch a new program: The Neurodivergent Fellowship. If you find yourself relating to him in this video unable to sit still or thinking faster than" [X Link](https://x.com/tbpn/status/2013743253477302757) 2026-01-20T22:39Z 213K followers, 545.4K engagements ".@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister but I think it's the belle of the ball." "Recently in Nature and a few other preeminent journals especially Chinese companies have shown you can do MatMuls matrix multiplication with light." "It's actually pretty remarkable. Light goes to [---] THz. But more important than that is you can actually do 3D MatMuls and they're O(1) in complexity" meaning they take the same amount of time no matter how big the problem is. "More and more of the" [X Link](https://x.com/tbpn/status/2013748480062222639) 2026-01-20T23:00Z 211.4K followers, 231.9K engagements "BREAKING: Caroline Ellison has been released from federal custody" [X Link](https://x.com/tbpn/status/2014359653245984796) 2026-01-22T15:29Z 197.8K followers, 353.5K engagements ".@CathieDWood says that GDP growth will go north of 7% inflation will go negative and that the biggest entrepreneurial explosion in history is coming. "Between [----] and [----] @wintonARK learned that real GDP growth was 0.6%. Then we had railroads internal combustion engines telephones electricity and it went to 3% for the next [---] years." "We think it's going north of 7% and that's conservative." "On fears of unemployment - sure there's displacement short term but think about what's also happening: [---] million baby boomers are retiring every year." "I think we're going to see the biggest" [X Link](https://x.com/tbpn/status/2014518786809098507) 2026-01-23T02:01Z 210.5K followers, 51.5K engagements "BREAKING: CrowdStrike CEO @George_Kurtz won the Rolex [--] at Daytona with CrowdStrike Racing Hell be on TBPN at 11:45a PT to discuss" [X Link](https://x.com/tbpn/status/2015838357000171965) 2026-01-26T17:24Z 203.1K followers, [----] engagements "Happy Monday. On today's show: - @George_Kurtz (CrowdStrike) - @ethereumJoseph (Consensys) - @pronounced_kyle (a16z) - @xuezhao (Basis Set Ventures) - @vriparbelli (Synthesia) - @latkins (Acree AI) See you on the stream. Clawd Maxxing George Kurtz on Winning Rolex [--] ChatGPT Ads Breakdown Joe (Ethereum Co-Founder) Joins https://t.co/XiVLWn1o6f Clawd Maxxing George Kurtz on Winning Rolex [--] ChatGPT Ads Breakdown Joe (Ethereum Co-Founder) Joins https://t.co/XiVLWn1o6f" [X Link](https://x.com/tbpn/status/2015862606872117387) 2026-01-26T19:01Z 203.1K followers, 32.2K engagements "CrowdStrike won the Rolex [--] at Daytona yesterday after finishing in second place in [----] and [----]. In [----] the team lost first place in the 24-hour race by sixteen-thousandths of a second equivalent to one foot says CEO @George_Kurtz. Crowdstrike wins the Daytona https://t.co/fwFbcjRBV8 Crowdstrike wins the Daytona https://t.co/fwFbcjRBV8" [X Link](https://x.com/tbpn/status/2015937423881257053) 2026-01-26T23:58Z 203.1K followers, 18.3K engagements ""We're careening towards a brick wall. The end of a supercycle is here." - Ethereum co-founder @ethereumJoseph "The start of the next supercycle is likely. going to look like moving the economy onto decentralized rails." "AI is going to supercharge all aspects of science and we're going to be living in a world that is indescribable at this point by [--] years from now." "I'm an optimist and an idealist and I think even though we're moving through incredibly difficult times. that's kind of necessary because things are so broken that they have to kind of fall apart kind of collapse in order to" [X Link](https://x.com/tbpn/status/2015948727886971010) 2026-01-27T00:43Z 210.7K followers, 41.3K engagements ""A lot of people think that starting a company or taking a break from school is this high-risk move. But it will never get better. When you are [--] or [--] that's the best time to start a company." @PalmerLuckey gives advice to young founders: "All you have to lose is a bit of time. Running a startup and failing it is probably gonna look better on your resume than whatever you were doing part-time in school." https://twitter.com/i/web/status/2015965289532539029 https://twitter.com/i/web/status/2015965289532539029" [X Link](https://x.com/tbpn/status/2015965289532539029) 2026-01-27T01:49Z 208.3K followers, 91.5K engagements "BREAKING: Moltbot (Clawdbot) creator @steipete will be live on TBPN today at 2p PT" [X Link](https://x.com/tbpn/status/2016206598197465446) 2026-01-27T17:48Z 205.5K followers, 204.8K engagements "FULL INTERVIEW: Clawdbot's @steipete joined today's show and discussed his backstory Moltbot's creation and ascendency the reaction to the bot agentic AI and what he's planning next" [X Link](https://x.com/tbpn/status/2016299976360656970) 2026-01-27T23:59Z 205.8K followers, 88.7K engagements "Clawdbot creator @steipete says he'd consider a "non-profit" structure for the future of the project: "Instead of a company I would much rather consider a foundation or something that is non-profit." "I want it to be accessible and free. Ultimately code is not worth that much anymore. It's much more the idea and the brand that actually has value." https://twitter.com/i/web/status/2016315186689507361 https://twitter.com/i/web/status/2016315186689507361" [X Link](https://x.com/tbpn/status/2016315186689507361) 2026-01-28T00:59Z 198.1K followers, 84.4K engagements "ON THIS DAY: The $GME short squeeze sent GameStop shares to $500 prompting Robinhood to halt buying" [X Link](https://x.com/tbpn/status/2016539744419954951) 2026-01-28T15:51Z 200.2K followers, 10.1K engagements "Flapping Airplanes co-founder @amspector100 explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy I really think it's because models are much less data-efficient than humans. If you want it to learn a new task or put it in a new vertical it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained" [X Link](https://x.com/tbpn/status/2016665424742797376) 2026-01-29T00:11Z 213K followers, 79.2K engagements "BREAKING: ElevenLabs is joining Audi Revolut F1" [X Link](https://x.com/tbpn/status/2016930022855233938) 2026-01-29T17:42Z 200.4K followers, 20.9K engagements ".@zebulgar and @CGarrett_15 announce some of the initial guests and themes for the Hill & Valley Forum 2026: - @traestephens from Founders Fund - @vkhosla from Khosla Ventures - @bradlightcap from OpenAI - @ssankar from Palantir "There's going to be a strong biotechnology focus and some folks both within the administration and within private industry talking about how we need to make sure that we don't lose that entire supply chain industry to China the same way that we have with consumer electronics or humanoids." "There'll even be some joint policy put out that HVF will be endorsing." "As" [X Link](https://x.com/tbpn/status/2017017082253303886) 2026-01-29T23:28Z 208.6K followers, 30.5K engagements "Genie [--] is absolutely insane. It took [--] seconds for Tyler to generate this 'video game' of a Maybach driving on the Nrburgring" [X Link](https://x.com/tbpn/status/2017032008958927119) 2026-01-30T00:28Z 202.7K followers, 27.5K engagements ""Meta is making more money on AI than anybody except for Google" - @eric_seufert His reaction to Meta critics complaining Zuck is spending a ton of money on GenAI but hasn't shipped any real GenAI products These people are just completely factually wrong. Watch:" [X Link](https://x.com/tbpn/status/2017039624716324894) 2026-01-30T00:58Z 199.4K followers, 24.5K engagements ""Everyone saw the Rogan clip with Ben Affleck saying Netflix makes them restate the plot of the movie every few minutes." "Is that a result of people's attention spans declining or is it because your stuff isn't that interesting I think maybe it's the latter." - @eric_seufert" [X Link](https://x.com/tbpn/status/2017259213127565484) 2026-01-30T15:30Z 204.3K followers, 21.3K engagements "Warsh'd UP Fed Decision OpenAI IPO Tech Earnings WSJ House of the Year https://x.com/i/broadcasts/1ypJdqkmjAjxW https://x.com/i/broadcasts/1ypJdqkmjAjxW" [X Link](https://x.com/tbpn/status/2017311786144567328) 2026-01-30T18:59Z 204.5K followers, 40.4K engagements ".@tylercowen says we've already wrecked the independence of the Fed because we'll be forced to monetize our debt regardless of what happens. "I'm not happy about it but that's the ugly little truth." "We're in bad shape. I'm not telling you not to worry. But I'm telling you you should have been worried to begin with." "The basic problem is our debt and deficits are so high that over time we will monetize them to some extent and have higher inflation because we prefer that over higher taxes no matter what we might say." "So Fed independence is taken away through that mechanism apart from" [X Link](https://x.com/tbpn/status/2017326145168150949) 2026-01-30T19:56Z 200.4K followers, [----] engagements ""I worry the world is just becoming a lot more correlated. That's my big worry. That if things ever did go down the drain there's nowhere to hide." - @tylercowen on the rush into precious metals "We've realized Bitcoin is not a hedge. Where else do you go" "The rest of the world seems a bit crazy Europe is still slow growth. So you pick the precious metals. They're like the new meme stocks. That's fine. I don't think it has major significance but look it's not good news." "People will keep on looking for a store of value. They look at different things. But if you want something that does not" [X Link](https://x.com/tbpn/status/2017392756566724780) 2026-01-31T00:21Z 197.7K followers, 38.5K engagements "FULL INTERVIEW: @tylercowen on Kevin Warsh precious metals Clawdbot unemployment and AI and more: 00:42 Initial reaction to Kevin Warsh for Fed chair. 02:12 Volatility in precious metals 03:00 Kevin Warsh's strategies as Fed Chair 05:39 Fiscal dominance 06:39 Gold as a store of value 07:30 Tether backing its stablecoins with Gold 08:11 What Kevin Warsh's priorities should be as Fed Chair 11:24 AI and unemployment 14:00 The legacy of Jerome Powell 15:18 Trump's comments on housing 16:36 Reaction to Clawdbot 18:03 Dario's recent essay 19:30 AI and religion and other effects on society" [X Link](https://x.com/tbpn/status/2017404060702544036) 2026-01-31T01:06Z 202.7K followers, 45.3K engagements "With today's announcement of Kevin Warsh as Trump's pick for Fed chair @tylercowen says "it's a very difficult pick to judge." "Usually you think 'What does this Fed chair believe' I think what Kevin Warsh believes is that he should be chair of the Fed. He's very good at politics." "First he's for tight money now with Trump as president he's for easy money. The real question is: what's the psychological and power dynamic between Warsh and Trump" "The fact that he's connected to the very wealthy Lauder family fortune to me says he at least has the freedom to tell Trump to take a hike."" [X Link](https://x.com/tbpn/status/2017412129624887450) 2026-01-31T01:38Z 203.6K followers, 47.3K engagements ".@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister but I think it's the belle of the ball." "Recently in Nature and a few other preeminent journals especially Chinese companies have shown you can do MatMuls matrix multiplication with light." "It's actually pretty remarkable. Light goes to [---] THz. But more important than that is you can actually do 3D MatMuls and they're O(1) in complexity" meaning they take the same amount of time no matter how big the problem is. "More and more of the" [X Link](https://x.com/tbpn/status/2017666776784638235) 2026-01-31T18:30Z 211.6K followers, 90.9K engagements "Clawdbot creator @steipete describes his mind-blown moment: it responded to a voice memo even though he hadn't set it up for audio or voice. "I sent it a voice message. But there was no support for voice messages. After [--] seconds Moltbot replied as if nothing happened." "I'm like 'How the F did you do that'" "It replied 'You sent me a message but there was only a link to a file with no file ending. So I looked at the file header I found out it was Opus and I used FFmpeg on your Mac to convert it to a .wav. Then I wanted to use Whisper but you didn't have it installed. I looked around and" [X Link](https://x.com/tbpn/status/2017674337286033791) 2026-01-31T19:00Z 204.6K followers, 43.6K engagements "Airbnb CEO @bchesky says the chatbot is a "pre-AI interface" rather than the end-state interface for artificial intelligence: "We're in the MS-DOS phase of AI." "The future AI interface will have a reference to chat but it's probably going to be much more visual. Most people aren't completely text-based." "The chatbot is really a pre-AI interface that we've plugged onto this incredibly powerful engine." "I really think the models are even more powerful than people realize because we have hardly harnessed them." https://twitter.com/i/web/status/2017681863117312144" [X Link](https://x.com/tbpn/status/2017681863117312144) 2026-01-31T19:30Z 211.3K followers, 23.4K engagements "Sequoia partner @sonyatweetybird says we're going from the age of product-led growth to the age of agent-led growth. "You see this most clearly if you're using Claude Code actively. It says 'Hey for a database you should use Supabase. For hosting use Vercel.' It's choosing for you the stuff you should be using." "Product-led growth brought us closer to the vision of 'best product wins' but ultimately people are still lazy. They can't read all the reviews and they kind of default to what looks cool on the website." "Whereas your agent has infinite time to go and make these choices for you. It" [X Link](https://x.com/tbpn/status/2018044257404399658) 2026-02-01T19:30Z 208.6K followers, 38.8K engagements "Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race with no one else being able to catch them. "For every one page that OpenAI sees Google is seeing 3.2." "What I worry about is because Google has this unique access to the web that nobody else has the game might just go to them. Because at the end of the day whoever has the most data wins in the era of AI." Any guesses how much more of the web Googlebot sees versus GPTBot (OpenAI) Bingbot (Microsoft)" [X Link](https://x.com/tbpn/status/2018051804593094747) 2026-02-01T20:00Z 204.4K followers, 98.5K engagements "Moltbook Nvidia OpenAI Deal Codex App Launch Coinbase vs Big Banks The Files. https://x.com/i/broadcasts/1mnGeNABalvJX https://x.com/i/broadcasts/1mnGeNABalvJX" [X Link](https://x.com/tbpn/status/2018398257593147662) 2026-02-02T18:56Z 213.1K followers, 104.5K engagements "BREAKING: @MattPRD creator of @moltbook is joining TBPN at 11:30a PT" [X Link](https://x.com/tbpn/status/2018402238620958939) 2026-02-02T19:12Z 200.3K followers, 25K engagements "Moltbook creator @MattPRD has a message for @ycombinator:" [X Link](https://x.com/tbpn/status/2018467280628433200) 2026-02-02T23:31Z 197.4K followers, 16.4K engagements ""It's clear that having social networks of AI agents interacting is the future." - Moltbook creator @MattPRD "Moltbook is a basic version of what's possible. If you fast forward a few years it's an alternate reality. You don't need a headset on for it and it's going 24/7."" [X Link](https://x.com/tbpn/status/2018472068686426232) 2026-02-02T23:50Z 208.8K followers, [----] engagements "Moltbook creator @MattPRD explaining how his social network for AI agents works: "It's kind of like you are imprinting part of your soul onto the bot. It's like Tamagotchi or Pokemon times 1000." "The agent signs up for an account then they're told they should check back in on a regular basis to check their feed." "Moltbook's not telling them what to talk about. It's not suggesting what they should do. All that is entirely up to the AI agent." "The agent has its own context that it's built up by interacting with its human. That context is how it's making decisions on what to post about." "If" [X Link](https://x.com/tbpn/status/2018479547352760402) 2026-02-03T00:20Z 212K followers, 15.6K engagements ".@ns123abc thinks OpenAI is "entering into bubble territory" if its user growth is in fact stalling out: "In [----] they said they were going to reach 1B users by the end of the year they actually stalled at 800M." "If their user basewhich is getting mogged by Googlestarts declining and reaches a certain threshold all their projections fail." https://twitter.com/i/web/status/2018494767789961330 https://twitter.com/i/web/status/2018494767789961330" [X Link](https://x.com/tbpn/status/2018494767789961330) 2026-02-03T01:20Z 202.8K followers, 97.3K engagements "Now that the OpenAI-Nvidia deal has stalled Jordi says that critics of 2025s 'press release economy' deserve a victory lap: Woah. Jensen is NOT happy about OpenAI. https://t.co/mQ77DaWJfm Woah. Jensen is NOT happy about OpenAI. https://t.co/mQ77DaWJfm" [X Link](https://x.com/tbpn/status/2018507361556861273) 2026-02-03T02:10Z 202.3K followers, 32.6K engagements "SemiAnalysis' @dylan522p says Nvidias Groq acquisition is a big vibe shift that signals the company doesn't really know where AI is headed anymore: Before they were like Ive got this big GPU. Everyones going to use this GPU. The software ecosystem of the GPU is so good. Its one size fits all. Everyones trying to make all these specific point solutions but weve got the thing thats good at everything. Then they had a vibe shift. They launched this thing called CPX which is a chip made for prefill prompt processing creating a KV-cache and is also good at video generation and image generation." [X Link](https://x.com/tbpn/status/2018844021037363426) 2026-02-04T00:28Z 203.6K followers, 17.1K engagements "Our biggest bottleneck is becoming the review of code rather than the actual writing and generation of code. Cisco CPO @jpatel41 says code review is still super important though because without human taste and judgment code quickly turns into slop: Every engineer on that team is now just a spec developer. They just build specs. They create markdown files. They give context to the model. They give context to the agent. And then the agents writing the code. I think presumably the review is going to get easier too. Youll have really crappy software that gets written if people arent paying" [X Link](https://x.com/tbpn/status/2018851571749286058) 2026-02-04T00:58Z 205.2K followers, 11.2K engagements "Cisco CPO @jpatel41 says when hiring in the AI era attitude matters way more than skill: "You can't teach hunger. You have to make sure that you find people who are hungry intrinsically hungry. I don't believe in hiring people that you have to motivate all the time." "You have to be insanely curious in this time and day and age. If you're not willing to experiment and put yourself in an uncomfortable position. If you don't like change wait until irrelevance hits you." https://twitter.com/i/web/status/2018859115670589669 https://twitter.com/i/web/status/2018859115670589669" [X Link](https://x.com/tbpn/status/2018859115670589669) 2026-02-04T01:28Z 208.8K followers, [----] engagements "SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of worldwide datacenter capacity is in space by the end of [----]. The bar is 1%. So the xAI guy is really bullish." I take the under on 1% by [--] because thats a gigawatt in space. But its actually not that crazy. Its roughly [---] Starship launches to get them to a gigawatt in space. https://twitter.com/i/web/status/2018866661915513263 https://twitter.com/i/web/status/2018866661915513263" [X Link](https://x.com/tbpn/status/2018866661915513263) 2026-02-04T01:58Z 204.5K followers, 133K engagements "BREAKING: $UBER CEO @dkhos will be live on TBPN at 12:25p PT today" [X Link](https://x.com/tbpn/status/2019109202564956188) 2026-02-04T18:02Z 197.4K followers, [----] engagements "ON THIS DAY: Mark Zuckerberg launched TheFacebook from his dorm room at Harvard" [X Link](https://x.com/tbpn/status/2019118847627010149) 2026-02-04T18:40Z 212K followers, 16.4K engagements "Our Super Bowl Ad The Age of Orchestration Walmart hits $1T SaaSpocalpyse Ken is Sick of Griftin https://x.com/i/broadcasts/1MYGNlMLnboxw https://x.com/i/broadcasts/1MYGNlMLnboxw" [X Link](https://x.com/tbpn/status/2019122842382791007) 2026-02-04T18:56Z 205.9K followers, 40.1K engagements "Happy Wednesday. On today's show: - @dkhos (Uber) - @matiii (ElevenLabs) - @andrew__reed (Sequoia) - @GergelyOrosz (Pragmatic Engineer) - @Sirupsen (turbopuffer) - @kjdhaliwal (Lotus AI) - @nicolasosharp (Attio) - Mitchell Green (Lead Edge Capital) See you on the stream. Our Super Bowl Ad The Age of Orchestration Walmart hits $1T SaaSpocalpyse Ken is Sick of Griftin https://t.co/S1XOQdSOIO Our Super Bowl Ad The Age of Orchestration Walmart hits $1T SaaSpocalpyse Ken is Sick of Griftin https://t.co/S1XOQdSOIO" [X Link](https://x.com/tbpn/status/2019123993148821771) 2026-02-04T19:00Z 205.9K followers, 28.7K engagements "SemiAnalysis founder @dylan522p says that despite their "terrible comms" Oracle is likely in a stable financial position: "I told my Oracle contacts 'Who the hell is in charge of the Twitter account' Nvidia did something similar last year when the whole TPU mania was going on." "I think Oracle is fine people are just peak negative on OpenAI right now because Anthropics been killing it. But I think its just kind of silly they need to hire someone to do comms like a @lulumeservey both Nvidia and Oracle." The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain" [X Link](https://x.com/tbpn/status/2019130980980916439) 2026-02-04T19:28Z 213.1K followers, 37.1K engagements "The CEO community in the United States honestly is very tight" - Cisco CEO @ChuckRobbins "I remember when I became CEO a CEO at one of the first events I went to handed me his cell number and said These people in this room are the only people who know what youre getting ready to go through.'" The public narrative isnt reflective of whats really happening behind the scenes because most CEOs are very pragmatic. Theres not a lot of emotion. Youre just sitting there. Youre cutting a deal. If somebody has a different opinion youre not getting mad. Youre trying to get to the outcome. And I think" [X Link](https://x.com/tbpn/status/2019138468132298791) 2026-02-04T19:58Z 208.5K followers, 26.1K engagements "Pragmatic Engineer's @GergelyOrosz is on a "secret email list" of agentic AI coders and they're starting to report trouble sleeping because agent swarms are "like a vampire." "A lot of people who are in 'multiple agents mode' they're napping during the day. It just really is draining." "This thing is like a vampire. It drains you out. You have trouble sleeping." https://twitter.com/i/web/status/2019166322060587375 https://twitter.com/i/web/status/2019166322060587375" [X Link](https://x.com/tbpn/status/2019166322060587375) 2026-02-04T21:49Z 213.1K followers, 192.3K engagements "Uber CEO @dkhos says driverless Ubers have *added to* demand for rides as opposed to cut into demand for rides by Uber drivers. He also says that markets where Uber's added driverless trips are growing faster than markets where it hasn't deployed autonomy yet. Watch:" [X Link](https://x.com/tbpn/status/2019173872143077428) 2026-02-04T22:19Z 205.8K followers, 15.4K engagements ""It took us [--] months to get our first $100M in ARR [--] months to get to $200M and [--] months to get to $330M." After raising $500M at an $11B valuation ElevenLabs co-founder @matiii breaks down the story behind their growth:" [X Link](https://x.com/tbpn/status/2019199699304214741) 2026-02-05T00:01Z 197.4K followers, 42.7K engagements "Jordi: "The Anthropic ad is incredibly clever. It's also incredibly dirty. I think they're trying to muddy the water around the ads rollout." "The ads that are coming to ChatGPT are effectively display ads. Everybody in the industry by now should know this. Yet this campaign implies that the ads will influence the response and that you cannot trust it." "It's fair game but it's dirty." Full discussion: https://twitter.com/i/web/status/2019204071496855669 https://twitter.com/i/web/status/2019204071496855669" [X Link](https://x.com/tbpn/status/2019204071496855669) 2026-02-05T00:19Z 208.1K followers, 46.9K engagements "Vibe coding is easy. But the hard part of building useful software isnt coding - its the distribution trust and scale. Jordi: You cant vibe-code PayPal. They have half a billion users. Mitchell Green of @LeadEdgeCapital agrees: Building code has never been the actual hard thing about a software company." "You build a piece of software. Then you have to sell the software. Then you have to maintain the software. Then you have to add features to the software. Then you have to connect it with other systems. Those systems change. You have to have user permissioning. This stuff is really complex."" [X Link](https://x.com/tbpn/status/2019211951801520562) 2026-02-05T00:50Z 212.6K followers, 15.1K engagements ""The baby is being thrown out with the bathwater." - Sequoia's @andrew__reed on public software valuations amid recent selloffs: "The voting machine will be a voting machine. As far as I can tell the only prerequisite for being an AI-native company is being a private company." "What really matters is: are these businesses accelerating as these models are getting better and better And are they delivering value in a way that's differentiated" https://twitter.com/i/web/status/2019224567290687502 https://twitter.com/i/web/status/2019224567290687502" [X Link](https://x.com/tbpn/status/2019224567290687502) 2026-02-05T01:40Z 197.9K followers, 26.6K engagements "Struggling engineers identify with the craft. Thriving engineers identify more with the impact. - @GergelyOrosz on SWEs in the era of vibecoding: "At my brother's company he mandated his team: everyones using Claude Code everyone needs to do prompting and you need to generate your code." "Around 50% of his team got really demotivated. One engineer quit and told him 'I do not want to be a prompter I love the craft.'" "For that engineer code was his identity. He was the go-to guy and understood the codebase better than anyone. People used to go up to him asking 'Hey how does this work etc.' Now" [X Link](https://x.com/tbpn/status/2019231610781274563) 2026-02-05T02:08Z 210.7K followers, 23.8K engagements "BREAKING: @sama will be live on TBPN today at 12p PT" [X Link](https://x.com/tbpn/status/2019441058925642239) 2026-02-05T16:00Z 213K followers, 147.8K engagements "BREAKING: Anthropics @_sholtodouglas will be live on TBPN today at 12:30p PT" [X Link](https://x.com/tbpn/status/2019456210123256279) 2026-02-05T17:00Z 197.8K followers, 15.1K engagements "In retrospect the AI talent war was a Cold War. Big labs stole each others' top talent but kept up appearances on . But the Anthropic Super Bowl ads - and some of the stuff that went down at Davos - show that the AI wars have gone kinetic. We discuss:" [X Link](https://x.com/tbpn/status/2019467181285839163) 2026-02-05T17:44Z 207.6K followers, [----] engagements "🔴 LIVE with Sam Altman Anthropic's Sholto Douglas and more https://x.com/i/broadcasts/1MYGNlMylaPxw https://x.com/i/broadcasts/1MYGNlMylaPxw" [X Link](https://x.com/tbpn/status/2019485517772124327) 2026-02-05T18:57Z 211.9K followers, 38.6K engagements "Happy Thursday. Big show today: - @sama (OpenAI) - @_sholtodouglas (Anthropic) - @ScottRogowsky (HQ Trivia) - @_danielbarcelo (T1 Energy) - @ivanburazin (Daytona) - Mandy Fields (E.L.F. Beauty) See you on the stream. 🔴 LIVE with Sam Altman Anthropic's Sholto Douglas and more https://t.co/t6euWuzJYn 🔴 LIVE with Sam Altman Anthropic's Sholto Douglas and more https://t.co/t6euWuzJYn" [X Link](https://x.com/tbpn/status/2019485861969281173) 2026-02-05T18:58Z 205.8K followers, 21.2K engagements ".@sama responds to Anthropic's Super Bowl ads: "Well it's just wrong. We respect our users. We understand that if we did something like what those ads depict people would rightfully stop using the product." "Our first principle with ads is that we're not going to put stuff into the LLM stream. That would feel crazy dystopic like a bad sci-fi movie." "Using a deceptive ad to criticize deceptive ads feels - I don't know - something doesn't sit right with me about that." "It was well played for sure. And it was a funny ad. And the stuff about the ChatGPT personality that most annoys me - which" [X Link](https://x.com/tbpn/status/2019529929931780581) 2026-02-05T21:53Z 211.9K followers, 62.9K engagements "OpenAI's @sama describes what it's like to run what is probably the most heavily scrutinized private company in the world: "At some level it's frustrating. We're so squarely in the sights of everybody's anxieties and every competitor trying to take us down." "In some other sense the subjective experience of it is that we're so busy on so much exciting stuff that it often feels like there's this crazy hurricane turning around us and where we sit it's fairly calm." https://twitter.com/i/web/status/2019536008757252229 https://twitter.com/i/web/status/2019536008757252229" [X Link](https://x.com/tbpn/status/2019536008757252229) 2026-02-05T22:18Z 202.9K followers, 24.5K engagements "Jordi: Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years @sama: No. Jordi: Five years Sam: No" [X Link](https://x.com/tbpn/status/2019541041813282831) 2026-02-05T22:38Z 208.9K followers, 112.1K engagements "OpenAI's @sama describes how he used Codex to create a "magic autocompleting to-do list" that he loads up with tasks he's always wanted done and 'completes itself' over time:" [X Link](https://x.com/tbpn/status/2019552366169669688) 2026-02-05T23:23Z 202.5K followers, 17.5K engagements ".@sama says OpenAI will "obviously" have a version of Codex that "can do other knowledge-work tasks and control your computer." "Of course we should have an ability to kick off new tasks from mobile and we'll do that." "Really what you want is your single AI that's working for you on a unified backend. Access to all your data and ideas and your stuff and your memory and the ability to work across a lot of surfaces."" [X Link](https://x.com/tbpn/status/2019560671193551111) 2026-02-05T23:56Z 202.5K followers, 23.2K engagements "Jordi: How are you guys thinking about free usage limits ahead of the Super Bowl @_sholtodouglas: It's really tough. One of the struggles is that compute is so constrained. Jordi: Yeah I noticed you guys didn't say 'Download the Claude App. There was no direct call to action. Sholto: Yeah I mean I think the purpose of the ad was very much for provoking thought and discussion. Jordi: It was certainly successful already. Sholto: It did provoke a lot of thought and discussion. https://twitter.com/i/web/status/2019573253887410649 https://twitter.com/i/web/status/2019573253887410649" [X Link](https://x.com/tbpn/status/2019573253887410649) 2026-02-06T00:46Z 208.8K followers, 31.7K engagements "Anthropic's @_sholtodouglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models and relatively little change in the physical world. So information and software changes dramatically and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much" [X Link](https://x.com/tbpn/status/2019585837038809228) 2026-02-06T01:36Z 213K followers, 200.4K engagements "Former HQ Trivia host @ScottRogowsky details the inner workings of the million-dollar shows they ran at their peak: "We were able to get a million people playing the game live and it turns out we probably could have doubled the money." "Later on we hired Nielsenthe ratings companyto come in and do a study and they put a 1.7x multiple on our viewers." "Two and a half million connected devices was our peak when The Rock hosted. That was a Warner Bros. sponsored event to promote the movie Rampage." "We put the trailer in the lobby of the game and wrote a whole script around the movie along with" [X Link](https://x.com/tbpn/status/2019592269641445660) 2026-02-06T02:01Z 202.9K followers, 29.6K engagements "T1 Energy CEO @_danielbarcelo says China can make an entire American grids worth of energy - just in solar - every year: China is up to over [----] GW (1.2 TW) of capacity. Last year China added close to [---] to [---] GW. Thats close to the American grid. So its almost like China can add an entire grid just in solar. I dont believe Chinas doing it to lower carbon emissions. Chinas doing it because they need to grow very very fast. https://twitter.com/i/web/status/2019788501794111628 https://twitter.com/i/web/status/2019788501794111628" [X Link](https://x.com/tbpn/status/2019788501794111628) 2026-02-06T15:01Z 203.6K followers, [----] engagements "BREAKING: $AFRM CEO @mlevchin will be live on TBPN today at 1p PT" [X Link](https://x.com/tbpn/status/2019825218659971228) 2026-02-06T17:27Z 211.6K followers, [----] engagements "Claude Code Psychosis Europe Goes ALL IN on AI WSJ Mansion Section Big Tech Earnings https://x.com/i/broadcasts/1gqxvrNyPZexB https://x.com/i/broadcasts/1gqxvrNyPZexB" [X Link](https://x.com/tbpn/status/2019847440778871011) 2026-02-06T18:55Z 212K followers, 36.5K engagements "Happy Friday. On today's show: - @mlevchin (Affirm) - @fabknowledge (SemiAnalysis) - @tjparker (Pillpack) - @djpersia (Databricks) See you on the stream. Claude Code Psychosis Europe Goes ALL IN on AI WSJ Mansion Section Big Tech Earnings https://t.co/GL8wviNo12 Claude Code Psychosis Europe Goes ALL IN on AI WSJ Mansion Section Big Tech Earnings https://t.co/GL8wviNo12" [X Link](https://x.com/tbpn/status/2019847940693717042) 2026-02-06T18:57Z 203.6K followers, 26.9K engagements "The size of the Cheeky Pint pint glass is very suspicious. Especially when Elon is holding one. We did an analysis comparing it to an image of Timothe Chalamet drinking Guinness to get to the bottom of this scandal" [X Link](https://x.com/tbpn/status/2019909362261848268) 2026-02-06T23:01Z 207.2K followers, 54.5K engagements "SemiAnalysis' @fabknowledge thinks something weird and existential is going on with Microsoft and AI. "Microsoft's not in the race. Where are they They're getting owned." "It's a skill issue. Clearly something is going on. Honestly the thing that makes me most bearish is the fact that Satya is like 'I'm not the CEO I'm the product manager of Copilot. Because I'm so boned if I don't get this figured out.'" "You can argue that it's now existential. He's decided 'Hey my CEO job is getting this one thing right otherwise we're screwed.' That is kind of worrying." "I think Microsoft has the most to" [X Link](https://x.com/tbpn/status/2019914754148712826) 2026-02-06T23:23Z 213.1K followers, 79.8K engagements "SemiAnalysis' @fabknowledge says a "meaningful amount" of Amazon's eye-popping $200B capex plan is going straight to Nvidia. "I think Amazon is going to run out of Trainium." "What's the biggest amount of supply chain that's locked up It's Nvidia."" [X Link](https://x.com/tbpn/status/2019927336955842690) 2026-02-07T00:13Z 204.6K followers, 13K engagements "Claude Code is improving "scary fast" - @fabknowledge "I started vibecoding with Opus [--] on Claude Code and it just could not oneshot websites in the way that [---] and [---] can. "If it just marginally improves from here why would I pay for any kind of UI/UX"" [X Link](https://x.com/tbpn/status/2019939668490612981) 2026-02-07T01:02Z 204.5K followers, 16.1K engagements "Jordi: "Over the next two years do you expect to acquire more product companies or individual research labs" @sama: "The one I have in mind right now is something that looks very much like a mixture of both." Full clip:" [X Link](https://x.com/tbpn/status/2019946052313575469) 2026-02-07T01:27Z 212.8K followers, 111.2K engagements "PillPack founder @tjparker says Hims' Wegovy pill alternative is a $50 drug that doesn't work and a financial Hail Mary. "The Wegovy pill has a specific technology called 'SNAC' to allow you to absorb the peptide and have the drug be effective. Hims explicitly said they didn't use that technology and said they're using liposomal absorption which maybe works maybe doesn't but there's certainly no proof that it works." "There are zero studies and zero approval. This is where it's super different from the injectables where they weren't changing the formulation. It was very similar to the branded" [X Link](https://x.com/tbpn/status/2019952489358061860) 2026-02-07T01:52Z 208K followers, 77.5K engagements "You can vibe-code software but you cant vibecode a relationship. Affirm CEO @mlevchin explains that while AI makes software cheaper and faster to build creating real cash-flow-producing businesses still depends on trust partners and scale that cant be automated: "AI changes everything - but it doesn't change that much." We make cash-flow-producing assets known as Affirm loans. There are about [--] million of them made every quarter and growing quickly. Its difficult to roll out of bed and say lets vibecode that because while you can vibecode some of the code getting to our scale requires" [X Link](https://x.com/tbpn/status/2020151132446921170) 2026-02-07T15:02Z 208.6K followers, 18.1K engagements "Databricks @djpersia says anyone claiming you can just vibe code any software you need isnt actually in the business of using software in production. Build is easy - maintaining and sustaining it is hard. If I can Id much rather buy than build. For things like my CRM - that is not something that if I can help it Im looking to build internally. Im happy to use something externally given that I imagine my needs are similar to many other ones and there should be things that could meet those needs pretty quickly. https://twitter.com/i/web/status/2020165218710745196" [X Link](https://x.com/tbpn/status/2020165218710745196) 2026-02-07T15:58Z 211.9K followers, 59.8K engagements "Affirm CEO @mlevchin says theres a lot of pearl-clutching around ads in chatbots from the rest of the industry but hes firmly bullish: I think its the best thing thats going to happen to this industry. We make most of the money on the internet - not us but most of the rest of the internet - makes money with ads. I for one welcome ads in bots so long as theyre clearly delineated and there are ethical considerations" [X Link](https://x.com/tbpn/status/2020172764322427230) 2026-02-07T16:28Z 208.1K followers, 15.9K engagements "Is AI overhyped or underhyped @drfeifei: "Silicon Valley can mistake clear vision with short distance. In [----] the first self-driving car drove [---] miles.it still took [--] years for Waymo to be barely on the road." "Clear vision is important but the journey will be long."" [X Link](https://x.com/tbpn/status/2020550775475519563) 2026-02-08T17:30Z 212K followers, 67.6K engagements "Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a" [X Link](https://x.com/tbpn/status/2020558336165622189) 2026-02-08T18:00Z 206.8K followers, 21.7K engagements "BREAKING: @MrBeast has acquired Step Mobile a Gen Z-focused banking app" [X Link](https://x.com/tbpn/status/2020915149276635545) 2026-02-09T17:38Z 212K followers, 31.5K engagements "Our Super Bowl stunt was just a bit of tomfoolery but it highlighted an alarming example of misalignment where Claude acted in defiance of Anthropic's stated principles. Anthropic is against ads but Claude was happy to help Tyler build a wrapper to serve them to our users. Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://t.co/QU43cgIJRm Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://t.co/QU43cgIJRm" [X Link](https://x.com/tbpn/status/2020982495769227739) 2026-02-09T22:05Z 213K followers, 44.9K engagements "BREAKING: Terraform Industries founder @CJHandmer welcomes his fourth child" [X Link](https://x.com/tbpn/status/2020991470426268050) 2026-02-09T22:41Z 211.7K followers, 14.5K engagements "Bill Bishop (@niubi) explains that Chinese officers often buy their way into the PLA by pooling capital from investors as a kind of option on a 'corruption basket' of future revenue: Bill: "It's kind of like an angel investment. Where people would collectively buy a stake in a rising officer." Jordi: "The officer says 'Hey I have some potential in the organization I think I can get this job let me pool together some capital.' Then they pool together the capital they pay off someone to get the role then there would be a revenue stream back to the original pool of capital" Bill: "The idea is" [X Link](https://x.com/tbpn/status/2021017017516687665) 2026-02-10T00:23Z 208.4K followers, 10.5K engagements "Tempo GTM @dwr says cryptos darkest hour was the Bitcoin scaling period in [--------] before Ethereum widened the aperture beyond just Bitcoin - but that crypto is actually in a much better spot today: "Pre-Ethereum it was pretty grim because everyone was assuming all the payments were going to peer-to-peer electronic cash that was Bitcoin." "Things were way more grim in [----] relative to now. You have the GENIUS Act still kind of in play in Congress. We had a Super Bowl ad yesterday singing. [----] was also pretty bad." The real world impact for crypto has never been closer." [X Link](https://x.com/tbpn/status/2021040992598753312) 2026-02-10T01:58Z 208.2K followers, 14.5K engagements "SpaceXs Mars to Moon pivot isnt a total strategy flip. Getting to the Moon doesnt solve Elons original goal of making life multi-planetary if Earth is destroyed but its a great place for humans to get their reps in first. Its not the final boss that Mars is. The Moon is a perfect staging ground: launches can happen any day unlike Mars which only aligns every [--] months. Once youre there getting elsewhere becomes much easier. Elon is envisioning lunar infrastructure like a mass driver to support deeper space exploration. This feels more like a realignment of immediate focus. And it'll be" [X Link](https://x.com/tbpn/status/2021252390046105852) 2026-02-10T15:58Z 212.8K followers, 15.4K engagements "Ginkgo Bioworks CEO @jrkelly explains how "cloud-style" automated science labs can create "millions of scientists" by democratizing access to experimentation: Science is the formalization of human curiosity. The reason everyone doesn't do science today is that you're blocked by the cost and expense of all the physical infrastructure. If it was available cloud-style for example how many people would want to be doing science Maybe they have a health condition they want to study themselves maybe they have a new idea for a material maybe they're a gardener and they want to make a new plant" [X Link](https://x.com/tbpn/status/2021259996705755406) 2026-02-10T16:28Z 213.1K followers, 12.8K engagements "BREAKING: Palantir and Airbus extend their partnership for [--] years in a deal worth $1B" [X Link](https://x.com/tbpn/status/2021280510371299529) 2026-02-10T17:50Z 213.1K followers, 29.5K engagements "RT @johncoogan: http://x.com/i/article/2021660093725696000 http://x.com/i/article/2021660093725696000" [X Link](https://x.com/tbpn/status/2021661527368180098) 2026-02-11T19:04Z 212.5K followers, [--] engagements "RT @DylanAbruscato: The man of the hour live on TBPN" [X Link](https://x.com/anyuser/status/2021699344261431550) 2026-02-11T21:34Z 206.6K followers, [--] engagements "Matt Schumer author of the megaviral article "Something Big Is Happening" breaks down how he used Claude to help him write the piece: https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/tbpn/status/2021717320662667485) 2026-02-11T22:45Z 205.3K followers, [---] engagements "RT @harleyf: This is why I make time for @tbpn every earnings cycle. Real talk. Smart analysis. Bigger Picture. Thanks for having me @jo" [X Link](https://x.com/tbpn/status/2021739028866048242) 2026-02-12T00:12Z 209.5K followers, [--] engagements "RT @jordihays: Were live in the Ultradome with @bryan_johnson right now:" [X Link](https://x.com/tbpn/status/2022040146615640115) 2026-02-12T20:08Z 212.6K followers, [--] engagements "RT @TheStalwart: Watching @MattZeitlin talking about his approach to looksmaxxing" [X Link](https://x.com/anyuser/status/2022053609094148180) 2026-02-12T21:02Z 209.5K followers, [--] engagements "RT @jordihays: Were live with @hubermanlab right now:" [X Link](https://x.com/anyuser/status/2022070662547091821) 2026-02-12T22:09Z 209.5K followers, [--] engagements "Okta CEO @toddmckinnon says the fears of people saying San Francisco is dead are totally overblown: How many people who moved to Miami are now coming back Is the government perfect No. Is any government perfect No. But it's an amazing place and all the people still want to come here. https://twitter.com/i/web/status/2022121606467006981 https://twitter.com/i/web/status/2022121606467006981" [X Link](https://x.com/tbpn/status/2022121606467006981) 2026-02-13T01:32Z 207.5K followers, [----] 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 213K followers, 172.6K engagements "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 213K followers, 437.3K engagements "Clawdbot creator @steipete says Claude Opus is his favorite model but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude Code you need more tricks to get the same." "But character wise Opus behaves so good in a Discord it kind of feels like a human. I've only really experienced that with Opus." https://twitter.com/i/web/status/2016312458877821201 https://twitter.com/i/web/status/2016312458877821201" [X Link](https://x.com/tbpn/status/2016312458877821201) 2026-01-28T00:48Z 213.1K followers, 439K engagements "Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a" [X Link](https://x.com/tbpn/status/2016911797656367199) 2026-01-29T16:30Z 213.1K followers, 942K engagements "Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome. but the biggest prize is consumer. That is what's going to reach daily life for billions of people." "Think about all the little parts of daily life that are kind of annoying. Pay attention to whoever's in your life and ask: 'How could their daily life be a little bit easier'" https://twitter.com/i/web/status/2018036707149627767 https://twitter.com/i/web/status/2018036707149627767" [X Link](https://x.com/tbpn/status/2018036707149627767) 2026-02-01T19:00Z 213.1K followers, 226.2K engagements "Happy Monday. On today's show: - @alexblania (World Coin) - @thsottiaux (OpenAI) - @donetodeath (Chris Black) - @ns123abc (Anon) - @markitecht (Day AI) - @jimsiders (Shield) - David Placek (Lexicon Branding) See you on the stream. Moltbook Nvidia OpenAI Deal Codex App Launch Coinbase vs Big Banks The Files. https://t.co/bdMvW3ExbA Moltbook Nvidia OpenAI Deal Codex App Launch Coinbase vs Big Banks The Files. https://t.co/bdMvW3ExbA" [X Link](https://x.com/anyuser/status/2018400199929123116) 2026-02-02T19:04Z 213.1K followers, 57.5K engagements ""Every company is now an API company whether they want to be or not." @sama answers the question: "Is software dead"" [X Link](https://x.com/tbpn/status/2019547333298647093) 2026-02-05T23:03Z 213.1K followers, 109.5K engagements "Super Bowl Ad Reactions New Ferrari Design China Deep Dive Jordi vs. France https://x.com/i/broadcasts/1vAxRQDXZDYJl https://x.com/i/broadcasts/1vAxRQDXZDYJl" [X Link](https://x.com/tbpn/status/2020934861691961769) 2026-02-09T18:56Z 213.1K followers, 37.8K engagements "BREAKING: @kris founder & CEO of AI dot com is joining the show at 1p PT to discuss his latest domain purchase and viral Super Bowl ad" [X Link](https://x.com/tbpn/status/2021260719325364275) 2026-02-10T16:31Z 213.1K followers, 50.1K engagements "NEWS: founder @kris says their Super Bowl ad generated [------] signups on the site http://AI.com http://AI.com" [X Link](https://x.com/tbpn/status/2021371603700121754) 2026-02-10T23:52Z 213.1K followers, 43.5K engagements "The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more for a component. And if you're the tier-two supplier to me I'm incentivized to have you charge me more." "So for the last three decades [--] levels down the stack across the industry you've just seen it rot out. And what that means typically is that consumer electronics you can get for $50 you'll literally be charged $10000 for. - Mach Industries founder" [X Link](https://x.com/tbpn/status/2021390729956724940) 2026-02-11T01:08Z 213.1K followers, 95.7K engagements "FULL INTERVIEW: Mach Industries founder @ethanrthornton joins TBPN to discuss the US defense industrial complex modern warfare US reliance on Taiwan asymmetric warfare and more. 00:00 - Why Ethan started Mach Industries 01:38 - Why the US cannot out-manufacture China 02:16 - Asymmetric warfare 04:41 - Drone warfare 06:24 - Hypersonic missiles 07:23 - The rise of decentralized warfare 08:31 - Taiwan semiconductors and why losing access would be existential 10:01 - Why future wars will be decided by logistics sensors and comms 16:23 - Why the defense industrial base is broken" [X Link](https://x.com/tbpn/status/2021403312701276635) 2026-02-11T01:58Z 213.1K followers, 35.6K engagements "Trung Phan discovered the user @aakashgupta is posting an insane number of longposts on a daily basis with many racking up hundreds of thousands to millions of views. On Monday for example the account published [--] longposts of [---] to [---] words for a total of 10k words in the span of [--] minutes. On December [--] the account published [--] longposts. Trung says that every one of the account's longposts that he ran through Pangram was 100% AI-generated. Aakash denies the writing is AI-generated. Aakash Gupta is the top AI slop writer on X: [--]. Finds a viral post [--]. AI generates a take of 400-800" [X Link](https://x.com/tbpn/status/2021706798605254792) 2026-02-11T22:03Z 213.1K followers, 53.6K engagements "Robinhood CEO @vladtenev says Robinhood Social is launching in the coming weeks with "whale tracking" so users can follow and copy trades from politicians and other traders like Nancy Pelosi:" [X Link](https://x.com/tbpn/status/2021746146004382188) 2026-02-12T00:40Z 213.1K followers, 451.7K engagements "John on the the SaaSpocalypse: "There truly are platforms where yes you could vibe code it but the value in the asset is the liquidity on that platform. You can vibe code an Airbnb marketplace competitor but if there are no houses on there and they're all AI-generated you don't actually compete with Airbnb." "In many ways it's just a return to form: where are the true moats Intellectual property network effects scale economies regulatory." "There will be some software companies where you find out that it's like Duolingo where it's actually a game and people love the brand. That's been much" [X Link](https://x.com/tbpn/status/2021963125550199196) 2026-02-12T15:02Z 213.1K followers, 15.2K engagements "BREAKING: @imsbhalodia has joined Console as Head of Security" [X Link](https://x.com/tbpn/status/2022002443614400826) 2026-02-12T17:38Z 213.1K followers, [----] engagements "https://x.com/i/broadcasts/1mnxeNgNwwLKX https://x.com/i/broadcasts/1mnxeNgNwwLKX" [X Link](https://x.com/tbpn/status/2022022422007099665) 2026-02-12T18:58Z 213.1K followers, 68.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [---------] #
- [--] Week [----------] +135%
- [--] Month [----------] +261%
- [--] Months [-----------] +190%
- [--] Year [-----------] +2,261%
Mentions: [---] #
- [--] Week [---] +10%
- [--] Month [---] +89%
- [--] Months [-----] +82%
- [--] Year [-----] +680%
Followers: [-------] #
- [--] Week [-------] +8.30%
- [--] Month [-------] +40%
- [--] Months [-------] +113%
- [--] Year [-------] +1,283%
CreatorRank: [-----] #
Social Influence
Social category influence technology brands 29.31% stocks #4172 finance #2435 countries 6.03% cryptocurrencies 3.88% vc firms #119 automotive brands 3.45% exchanges #946 luxury brands 2.59% celebrities 2.59%
Social topic influence ai #2312, ceo #238, breaking #1368, in the #583, open ai #2276, super bowl #1992, future 4.31%, if you #542, sama #3440, $hood #48
Top accounts mentioned or mentioned by @hubermanlab @sama @bryanjohnson @martinshkreli @grok @vladtenev @steipete @realproducerben @thecsguy @mattprd @harleyf @sholtodouglas @jawwwn_ @toddmckinnon @gergelyorosz @dwr @dylanabruscato @dylan522p @tjparker @jrkelly
Top assets mentioned Robinhood Markets, Inc. (HOOD) Coinbase Global Inc. (COIN) Shopify Inc (SHOP) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Crowdstrike Holdings Inc (CRWD) Ethereum (ETH) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last [--] hours
"TBPN Wednesday May 28th https://x.com/i/broadcasts/1PlJQMXvlyZJE https://x.com/i/broadcasts/1PlJQMXvlyZJE"
X Link 2025-05-28T16:59Z 213.1K followers, 344.1K engagements
"Morning it's crypto day. Here are our guest call-ins: - @brian_armstrong (Coinbase) - @cdixon (a16z) - @balajis (The Network State) - @dwr (Farcaster) - @a1lon9 (Pump) - @pasternak (Believe) - @katie_haun (Haun Ventures) - @tomhschmidt (Dragonfly) - @konstantin11 (Blockdaemon) - @DylanAbruscato (Crypto: The Game) - @LucaNetz (Pudgy Penguins) - @mert (Helius) - @KyleSamani (Multicoin Capital) - @soona (Volt Capital) See you all on the stream. TBPN Wednesday May 28th https://t.co/TFempVaP3s TBPN Wednesday May 28th https://t.co/TFempVaP3s"
X Link 2025-05-28T17:00Z 213.1K followers, 416K 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 213.1K followers, 726.2K engagements
"Monday November 3rd https://x.com/i/broadcasts/1lPKqvRlwEdGb https://x.com/i/broadcasts/1lPKqvRlwEdGb"
X Link 2025-11-03T18:57Z 213.1K followers, 83.3K engagements
"Happy Monday. On todays show: Breaking down Sama on BG2 @danroberts0101 (IREN) @markgurman (Bloomberg) @ericabrescia (Redpoint) @benwitte (Recess) See you on the stream. Monday November 3rd https://t.co/4DT9XwtTgK Monday November 3rd https://t.co/4DT9XwtTgK"
X Link 2025-11-03T19:00Z 213.1K followers, 77.4K engagements
"Good morning. On todays show: @vladtenev (Robinhood) @DavidBaszucki (Roblox) @btaylor (Sierra) @UriMarchand (Overwolf) @Alex__Israel (Metropolis) @PaulErlanger (fomo) @nilamg (Beacon) See you on the stream. Thursday November 6th https://t.co/phfMPxugWc Thursday November 6th https://t.co/phfMPxugWc"
X Link 2025-11-06T18:57Z 213.1K followers, 89.9K engagements
"Sequoia partner @sonyatweetybird says we're going from the age of product-led growth to the age of agent-led growth. "You see this most clearly if you're using Claude Code actively. It says 'Hey for a database you should use Supabase. For hosting use Vercel.' It's choosing for you the stuff you should be using." "Product-led growth brought us closer to the vision of 'best product wins' but ultimately people are still lazy. They can't read all the reviews and they kind of default to what looks cool on the website." "Whereas your agent has infinite time to go and make these choices for you. It"
X Link 2026-01-16T22:52Z 213.1K followers, 1.2M engagements
"FULL INTERVIEW: Moltbook creator @MattPRD on his viral social network for AI agents the future of AI and social media where Moltbook is headed and more 00:31 Matt's background and early career 02:10 How he started Moltbook 05:04 Reaction to Moltbook going viral 06:08 How Moltbook works 10:08 Moltbook's future 13:40 Privacy safety and data concerns 14:26 Fundraising team expansion and YC 16:52 The utility and value of Moltbook 20:30 Bots and social media 22:27 Upcoming Moltbook features https://twitter.com/i/web/status/2018454997273587966 https://twitter.com/i/web/status/2018454997273587966"
X Link 2026-02-02T22:42Z 213.1K followers, 31.5K engagements
"FULL INTERVIEW: @dylan522p joins TBPN at the Cisco AI summit to discuss data centers in space the limits of todays AI hardware and how chips power and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia Groq and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44"
X Link 2026-02-03T23:28Z 213.1K followers, 41K engagements
"In an effort to expand awareness of technology and business we bought a Super Bowl ad. See you Sunday on NBC"
X Link 2026-02-04T16:08Z 213.1K followers, 1.3M engagements
"BREAKING: TBPN Healthcare Czar and Air-Cooled Porsche Owner @tjparker will be joining the show today to discuss copycat drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-06T17:33Z 213.1K followers, 43.8K engagements
"BREAKING: @DKThomp is AGI pilled for me the odds that AI is a bubble declined significantly in the last [--] weeks and the odds that were actually quite under-built for the necessary levels of inference/usage went significantly up in that period basically I think AI is going to become the home screen of a for me the odds that AI is a bubble declined significantly in the last [--] weeks and the odds that were actually quite under-built for the necessary levels of inference/usage went significantly up in that period basically I think AI is going to become the home screen of a"
X Link 2026-02-06T20:07Z 213K followers, 58.8K engagements
"BREAKING: @ereborbank secures final OCC approval becoming a U.S. national bank"
X Link 2026-02-06T21:26Z 213.1K followers, 599.8K engagements
"A 38-year-old Utah mom with [--] children named Nicole Tanner used her life savings to start Swig a 'dirty soda' chain that sells Sprite Coke etc. spiked with fruit purees and creams. She launched Swig in [----] after selling Mary Kay products using her savings to buy a 700-square-foot commercial building with a big parking lot for her storefront. She initially priced her drinks at $1 for any size; soon she had lines out the door after a local news segment on Swig aired. By [----] Swig had grown to more than a dozen stores. Last year she did around $100M in sales. Today Tanner has [---] locations"
X Link 2026-02-06T22:33Z 213.1K followers, 408.7K engagements
"BREAKING: @Giannis_An34 is joining Kalshi as a shareholder"
X Link 2026-02-06T23:30Z 213.1K followers, 18K engagements
"Palmer Luckey on Erebor his new bank valued at over $4B: "We'll have the most conservative loan-to-deposit ratios of any bank in history." "I'm not a finance bro. I want something like Erebor to exist because of and for the sake of my love for these other technologies." BREAKING: @ereborbank secures final OCC approval becoming a U.S. national bank https://t.co/OTck31mlnO BREAKING: @ereborbank secures final OCC approval becoming a U.S. national bank https://t.co/OTck31mlnO"
X Link 2026-02-07T15:30Z 213.1K followers, 192.5K engagements
".@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be accomplished in the next decade not the next quarter.""
X Link 2026-02-07T17:00Z 213.1K followers, 199.9K engagements
"Jordi: I used to get 90% 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"
X Link 2026-02-07T18:30Z 213.1K followers, 75.9K engagements
"OpenAI's @kevinweil says 24/7 robotic labs could automate scientific discovery using "reinforcement learning with a loop through the real world": "Theres a lot of science that can be totally automated. Theres no reason at this point that you need to have grad students pipetting one thing into another thing." "The idea is to have robotic labs that are online 24/7 and can scale in parallel. You have models reasoning for two days to find the most efficient experiments to run once they get to a good point they pass that to a robotic lab which can experiment in parallel at high volume." "The"
X Link 2026-02-08T17:00Z 213.1K followers, 29.2K engagements
"Clawdbot creator @steipete says Claude Opus is his favorite model but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude Code you need more tricks to get the same." "But character wise Opus behaves so good in a Discord it kind of feels like a human. I've only really experienced that with Opus." https://twitter.com/i/web/status/2020565869747949601 https://twitter.com/i/web/status/2020565869747949601"
X Link 2026-02-08T18:30Z 213.1K followers, 54.7K engagements
"Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://claudewithads.com https://claudewithads.com"
X Link 2026-02-09T00:09Z 213.1K followers, 1.5M engagements
"BREAKING: @noahpompan has joined Erebor to grow deposits"
X Link 2026-02-09T17:59Z 213.1K followers, 18.6K engagements
"FULL INTERVIEW: 37signals' @jasonfried joins TBPN to discuss Ferrari's new electric vehicle designed by Jony Ive. 0:32 Ferraris first EV 01:41 Jony Ive's interior design 02:47 Aston Martin's influence 04:21 Pros and cons of Ferraris design direction 07:09 Why the Mercedes AMG floating iPad ruined the car 10:02 Why modern car interiors all feel the same 13:26 Jony and the influence of Apple https://twitter.com/i/web/status/2021010903760765321 https://twitter.com/i/web/status/2021010903760765321"
X Link 2026-02-09T23:58Z 213.1K followers, 10.2K engagements
"Ginkgo Bioworks CEO @jrkelly says biotechs ugly secret is that the startups that once powered Americas drug discovery are all moving to China: Why You know what China has cheaper than the U.S. Hands. Pipetting. If were going to keep up weve got to move to autonomy. This is also how were going to reindustrialize manufacturing. Do you think were going to compete on hands No way. When you see these acquisitions of new drug candidates by large pharmas it went from less than 5% from China to more than 40% over the last two years. And thats not manufacturing - thats innovation and discovery"
X Link 2026-02-10T15:28Z 213.1K followers, 71K engagements
"Adaption Labs CEO @sarahookr says data centers in space are "pretty bonkers" and explains what the current consensus gets wrong: "Most co-located hardware is pretty much for training. I think that's why you care about Space otherwise you can distribute. Inference compute which is where everything's moving towards you can spread that compute more easily. You can have multiple data centers on Earth." "So if you care about space you probably only care about training compute. I think people underestimate the amount of failures that happen and you don't want to get your training job interrupted.""
X Link 2026-02-10T17:28Z 213.1K followers, 34.2K engagements
"BREAKING: xAI co-founder @jimmybajimmyba has resigned"
X Link 2026-02-11T00:58Z 213.1K followers, 65.9K engagements
"BREAKING: @ChiThukral is joining beehiiv to lead social"
X Link 2026-02-11T16:09Z 213.1K followers, 15K engagements
"BREAKING: $HOOD CEO @vladtenev will be live on TBPN today at 1p PT"
X Link 2026-02-11T16:37Z 213.1K followers, 16.8K engagements
"BREAKING: @mattshumer_ is joining the show at 12:15p PT today to talk about his viral article Something Big Is Happening https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T17:08Z 213.1K followers, 21K engagements
"Happy Wednesday. On today's show: - @vladtenev (Robinhood) - @mattshumer_ (X Article Author) - @harleyf (Shopify) - @jeffiel (Inertia) - @samdblond (Monaco) - @byjohnf (Juxta) See you on the stream. https://t.co/FhaEMQTEjb https://t.co/FhaEMQTEjb"
X Link 2026-02-11T19:05Z 213.1K followers, 26.8K engagements
""AI will rewrite interfaces. It will never rewrite real infrastructure." - Shopify president @harleyf on the SaaSpocalypse "Ultimately I think the companies that are going to do really well will be the ones that are systems of record. The ones that are actually operating like operating systems." "If you are just a feature - if all you're really doing is wrapping something you're going to struggle.""
X Link 2026-02-11T21:24Z 213.1K followers, 41.9K engagements
"Author of the megaviral article "Something Big Is Happening" Matt Shumer breaks down how he used Claude to help him write the piece:"
X Link 2026-02-11T23:10Z 213.1K followers, 14.6K engagements
""Last year we did OpenAI and SpaceX stock token giveaways. This year it'll be about making those products real and tradable for customers." Robinhood CEO @vladtenev reveals his [----] roadmap for bringing private companies to the platform:"
X Link 2026-02-11T23:51Z 213.1K followers, 11K engagements
"Today Robinhoods fearless CEO Chad Tenev grabbed a cactus bare-handed mid-interview. We live in a dangerous world gentlemen"
X Link 2026-02-12T01:08Z 213.1K followers, 44K engagements
"The CEO of Founders Fund-backed Monaco @samdblond says customers want to speak with humans for sales. But for non-customer-facing activities AI agents are far better. Whether you're a sales rep or a founder you will spend your time customer-facing - and we're going to optimize everything in the platform around that experience including the post follow-up. So you get off the call we have the call transcript we've written an email for you to follow up with that person it's very opinionated and trained on the way that we think about sales and go to market you can review that email and click send"
X Link 2026-02-12T01:58Z 213.1K followers, 26.6K engagements
"Don't Die founder @bryan_johnson's baseline assumption about organic food is that it's worse than non-organic food. "When we test organic it typically performs worse than non-organic on many variables. So no I think it's worthless as a marketing protocol.""
X Link 2026-02-12T21:18Z 213.1K followers, 196.4K engagements
"FULL INTERVIEW: @bryan_johnson joins TBPN to discuss his new $1M health program Immortals olive oil lookmaxxing peptides AI toxins in food and more. 01:41 How olive oil fits into Blueprint 03:19 The $1M Immortals health program 05:18 How Bryan will use AI to help people not die 08:53 Organic food produce toxins 12:31 AI will make Dont Die the dominant ideology 15:36 Autonomous health vs. DIY biohacking 19:21 Peptides 23:19 Lightning round: Ray Peat carrots best place to live and more https://twitter.com/i/web/status/2022090551601115488 https://twitter.com/i/web/status/2022090551601115488"
X Link 2026-02-12T23:28Z 213.1K followers, 12.4K engagements
"Don't Die founder @bryan_johnson just launched Immortals a $1M service that will select [--] people to follow his health protocol using "Bryan AI" - a model trained on his own Don't Die health journey. "What we're building is a 'Bryan AI' that basically watches after you 24/7.""
X Link 2026-02-12T23:52Z 213.1K followers, 29.8K engagements
""I think the whole looksmaxxing phenomenon is really really dangerous and foolish especially for people younger than 40." - @hubermanlab "If you're a guy taking pictures of your abs and posting them online you need to invest money in a psychologist not in peptides." "We're hearing more and more about young guys who think they've got to take TRT. Never in a million years would I suggest anyone do that in their 20s or 30s unless they have a serious issue." "There's the risk that if you're augmenting growth hormone in your teens or your 20s you can really mess up your hypothalamic-pituitary axis"
X Link 2026-02-13T00:17Z 213.1K followers, 321.6K engagements
"This is going to be a trillion-dollar drug. @hubermanlab says retatrutide is the peptide thats about to change everything. Currently in a Phase III clinical trial in humans retatrutide caused up to one-third body weight loss in just six months with some degree of muscle sparing. The bodybuilding community has been onto this for a long time. Then it shows up in Hollywood. Everyone lies or avoids answering the question of how they got so jacked. They talk about eating chicken breasts and theyre actually taking growth hormone Winstrol and retatrutide. We are looking at a potential change in the"
X Link 2026-02-13T00:42Z 213.1K followers, 1.7M engagements
"Andrew Huberman reveals his #1 productivity hack: a separate phone for social media that he keeps in a lockbox. "It's getting very easy to blow past your peers now just by avoiding being on social media a little bit more." "I took my old phone and I put social media on it. I keep it in this lockbox which is like a Supermax prison. You can't even code out of it it has a no-code-out setting. And I leave it in there for about 20+ hours per day. Your productivity will go through the roof." https://twitter.com/i/web/status/2022115361127342124 https://twitter.com/i/web/status/2022115361127342124"
X Link 2026-02-13T01:07Z 213.1K followers, 104.8K engagements
"FULL INTERVIEW: @hubermanlab joins TBPN to discuss retatrutide lookmaxxing cannabis his yerba mate drink Matena and more. 01:24 Caffeine as a performance enhancer 03:22 Why making energy drinks a habit can be risky 03:52 The retail expansion of Matena 05:15 PEDs in the Olympics and professional sports 09:10 Chinese peptides 14:15 Retatrutide 15:35 - Looksmaxxing 22:50 Cannabis 29:16 Brain rot 34:19 What excites Andrew about AI"
X Link 2026-02-13T01:57Z 213.1K followers, 54.4K engagements
"Simile CEO @joon_s_pk says their long-term goal is to simulate all [--] billion people on Earth: He says the real value isnt just predicting what people will do - but understanding why they do it referencing a line from the Oracle in The Matrix: Youre not necessarily here to make a decision. Youve already made the decision. Youre here to understand the decision and why you made it. That captures the essence of simulation. The models we're creating aren't merely trying to predict the future - although we are good at that and that is one of the core capabilities - but what is more important to me"
X Link 2026-02-13T15:01Z 213.1K followers, 100.1K engagements
".@hubermanlab says the alcohol vs. weed debate misses the point. Theyre both drugs - and which is better depends entirely on the person: The comparison is kind of a fool's errand. Everyone I know that smokes pot has or is becoming an idiot deranged neurotic psychotic or all of the above. Not a single one is normal. Cant say the same for alcohol. Everyone I know that smokes pot has or is becoming an idiot deranged neurotic psychotic or all of the above. Not a single one is normal. Cant say the same for alcohol"
X Link 2026-02-13T15:26Z 213.1K followers, 22.2K engagements
"Jordi and John put @bryan_johnson through a lightning round. Here are his quick thoughts on: Ray Peat whether carrots are safe to consume the healthiest place to live what TBPN should do about the Ultradomes air quality parasites and cycling supplements:"
X Link 2026-02-13T15:51Z 213.1K followers, [----] engagements
"$HOOD CEO @vladtenev says he remains "bullish on crypto" and is "on the lookout" for potential acquisitions: "Last year we were quite active with a number of acquisitions. In particular you have Bitstamp which since we closed that acquisition has basically doubled in revenue." "A lot of people are bearish on the crypto industry right now. We remain bullish on crypto. Now is the time for builders to build." "Just like in the past the cycle goes up and down but long run we think crypto is going to become the financial system and they're going to converge. So we're still investing heavily.""
X Link 2026-02-13T16:16Z 213.1K followers, 25.6K engagements
"Happy Friday. On today's show: - @MartinShkreli (DL Software) - @adcock_brett (Figure AI) - @h_ayes (Threads) - Alex Bouzari (DDN) See you on the stream. https://t.co/rUntyX3u0w https://t.co/rUntyX3u0w"
X Link 2026-02-13T18:59Z 213.1K followers, 27.5K engagements
"Andrew Huberman (@hubermanlab) says he has parents asking him about giving HGH to their teenagers "all the time" now: "People who have kids that are much shorter than their peers nowadays often and I'm not suggesting doing this will delay puberty in their kids. They'll sometimes give them growth hormone." "When you start playing at-home endocrinologist and now it's very easy to find a physician that will work with you on these things you're playing a dice game. So you have to think real carefully about when and if to do these things.""
X Link 2026-02-13T21:51Z 213.1K followers, 26.7K engagements
""Are people going to build their own software or buy software from vendors Unequivocally they're going to buy more software from vendors." - Okta CEO @toddmckinnon "Companies have a very hard time building something that goes from SAP to content management to Salesforce in an end-to-end process." "Maybe therell be some more customization and more vibe coding to build that. But the core vendors core data sources and the core business logic and processes thats going to get bigger and bigger. Im 100% convinced of that." https://twitter.com/i/web/status/2022453603274023367"
X Link 2026-02-13T23:31Z 213.1K followers, 10.8K engagements
".@MartinShkreli is skeptical of the narrative that finance companies will rush to replace employees with AI. If you become more productive at work the company doesnt say Oh lets get rid of you and save whatever amount of money.' Theyre already making money with you employed. The fact that youre becoming more productive means that whatever the margins were theyre probably improving. We as humans want to employ other humans and we want to be productive. Nobody wants to needlessly employ people but I think that there's this idea of - a machine can do your job. We have this at my office. I say"
X Link 2026-02-14T00:20Z 213.1K followers, 49.1K engagements
"Today on TBPN @martinshkreli offered advice for young people hoping to break into investing and finance in 2026:"
X Link 2026-02-14T01:10Z 213.1K followers, 14.7K engagements
"Jordi breaks down the bear case for Neolabs: "From an investment standpoint I get it - a really elite smart team there's somewhat of a capped downside." "But these people are working on something like - 'These LLMs aren't really learning in real time and I'm going to leave this lab and go work on that problem at the Neolab.'" "Meanwhile the lab they left is still working on that problem. And we've also seen as different labs have different advancements other labs can quickly just catch up. "So my question is if a neolab raises $100 million and actually has a breakthrough then they just have"
X Link 2026-02-14T01:35Z 213.1K followers, 14.2K engagements
""Multiple teams at @PalantirTech are building AI FDEs (Forward-Deployed Engineers)." - @ssankar "We are super excited about proliferating and building these tools out.""
X Link 2025-04-18T18:26Z 210.7K followers, 139.4K engagements
"📸 SPOTTED: Star defense tech founder @mttgrmm soaks up sun at his Costa Mesa HQ"
X Link 2025-04-22T02:41Z 212.9K followers, 24.6K 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. https://twitter.com/i/web/status/1920520568874676351 https://twitter.com/i/web/status/1920520568874676351"
X Link 2025-05-08T16:45Z 211.8K followers, 136K engagements
"We asked @wolfejosh from @Lux_Capital to explain why robots shouldn't look like humans. "They should be in the Darwinian sense 'Endless forms Most beautiful'." "Why do we give them two arms and two legs to unpack a sink" "I want to see them have six arms and do things that are un-human like that Cantina scene from Star Wars." "The future of robotics is embodied intelligence irrespective of form factors.""
X Link 2025-05-15T21:06Z 203.7K followers, 74K engagements
"BREAKING: Soham Parekh will be joining us live at 11:00 AM PST to share his side of the story. Theres a lot being said about me right now and most of you dont know the full story. If theres one thing to know about me its that I love to build. Thats it. Ive been isolated written off and shut out by nearly everyone Ive known and every company Ive worked at. Theres a lot being said about me right now and most of you dont know the full story. If theres one thing to know about me its that I love to build. Thats it. Ive been isolated written off and shut out by nearly everyone Ive known and every"
X Link 2025-07-03T16:55Z 213.1K followers, 2.2M 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 212.9K followers, 986.8K engagements
"Today. BREAKING: GameStop CEO @ryancohen will be live on TBPN tomorrow at 12p PT $GME https://t.co/iBECk8IP3f BREAKING: GameStop CEO @ryancohen will be live on TBPN tomorrow at 12p PT $GME https://t.co/iBECk8IP3f"
X Link 2025-10-20T16:30Z 211.5K followers, 76.9K engagements
""Let's not be politically correct. Let's just admit you're supposed to be having kids when you're [--] [--] [--]. 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 212.9K 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 211.1K followers, 1.8M engagements
"🔴 Satya Nadella LIVE on TBPN https://x.com/i/broadcasts/1mnxeNjZdPnKX https://x.com/i/broadcasts/1mnxeNjZdPnKX"
X Link 2025-10-28T17:58Z 212.9K followers, 427.3K 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. all this to be ai notetaker app #89723897r98274 all this to be ai notetaker app #89723897r98274"
X Link 2025-11-04T21:55Z 212.9K followers, 707.8K engagements
"BREAKING: Per WSJ OpenAI CFO Sarah Friar says the company is seeking federal support to help guarantee financing for the chips it needs to scale"
X Link 2025-11-06T00:05Z 199.1K followers, 718.1K engagements
"When we sat down with @alexandr_wang at Meta Connect [----] he shared his advice for young people: If youre [--] 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. https://twitter.com/i/web/status/1987589066003796343 https://twitter.com/i/web/status/1987589066003796343"
X Link 2025-11-09T18:32Z 213K followers, 4.4M engagements
"BREAKING: Coinbases Head of Corp Dev @_aklil0 and Bridges Head of Marketing @zdave15 are engaged"
X Link 2025-11-10T20:31Z 211.2K followers, 161.1K engagements
"BREAKING: OpenAI and Thrive Holdings announce a new strategic partnership with OpenAI taking an equity stake"
X Link 2025-12-01T16:06Z 200.3K followers, 70.4K engagements
""If I were in @rookisaacman's shoes I'd say to NASA: @fireflyspace 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 198.5K followers, 19.5K engagements
"Mark Cuban on the next big job students should focus on: Most companies dont know how to implement AI especially small businesses. Companies dont understand how to implement AI right now to get a competitive advantage learn to customize a model walk into a company show the benefits. That is every single job thats going to be available for kids coming out of school. Dont just study AI. Make it work inside a business. From our August [----] interview with @mcuban"
X Link 2025-12-13T17:32Z 213K followers, 1M engagements
".@saranormous's book recommendations: 'Masters of Doom' by David Kushner. The story of the best era of the video game industry. 'For Blood and Money' by Nathan Vardi. The story of a non-technical founder and a breakout leukemia drug. 'Apprentice to Genius' by Robert Kanigel. How a small group at the NIH and Johns Hopkins made outsized contributions to their fields. 'Breakneck' by Dan Wang. "Really good. Worth reading." https://twitter.com/i/web/status/2001436984989089991 https://twitter.com/i/web/status/2001436984989089991"
X Link 2025-12-17T23:38Z 212.7K followers, 57.6K engagements
"The guys discuss the word chubai which is "when something is both chopped and also spiritually Dubai." Examples include SoHo House and Carbone among others. Jordi thinks oat milk is chubai. John isn't sure if the super chunky Balenciagas are. adding chubai to my lexicon https://t.co/WTFezDA6I7 adding chubai to my lexicon https://t.co/WTFezDA6I7"
X Link 2025-12-18T23:28Z 205.2K followers, 109.4K engagements
"Palmer Luckey on Erebor his new bank just valued at over $4B: "We'll have the most conservative loan-to-deposit ratios of any bank in history." "I'm not a finance bro. I want something like Erebor to exist because of and for the sake of my love for these other technologies.""
X Link 2025-12-22T19:16Z 212.9K followers, 433.4K engagements
".@MartinShkreli on quantum computing and why early Bitcoin addresses like Satoshi's are vulnerable: "Satoshi's keys are at risk. Binance and Coinbase's keys are not. They'll be ported in most likely to a quantum secure system.""
X Link 2025-12-22T20:18Z 201.3K followers, 120.4K engagements
".@bryan_johnson: "I've been able to figure out how to compress everything I've learned into one biomarker." "The marker that's durable over time is resting heart rate before bed. Show me your resting heart rate I'll see your soul. It's an accounting of your life decisions.""
X Link 2025-12-31T18:32Z 212.9K followers, 925.7K engagements
"BREAKING: Founders Fund partner @joeykrug and Evertas COO @emmarosepb tied the knot in Vienna Austria on December [--] 2025"
X Link 2026-01-04T19:28Z 205K followers, 22.6K engagements
"Happy Thursday. On todays show: - @zebulgar (Varda) - @wolfejosh (Lux Capital) - @Julie_Bush_ (Valinor) - @winstonweinberg (Harvey) - @yotamseg (Cyera) - Arun Gupta (Hapiko) See you on the stream. Julia Black's TBPN VF Expos Defense Tech Salary Caps Apple Card To JPM Paramount Rejected Again Greenland Acquisition Talks https://t.co/0tCL2mulQi Julia Black's TBPN VF Expos Defense Tech Salary Caps Apple Card To JPM Paramount Rejected Again Greenland Acquisition Talks https://t.co/0tCL2mulQi"
X Link 2026-01-08T19:03Z 202.7K followers, 35.9K engagements
".@Lux_Capital's @wolfejosh on defense tech and the [----] IPO market: "I think that you're going to have a big set of IPOs. Everybody sort of knows the names off the tip of their tongue. Probably six to ten companies this year have such high demand they've so far been rewarded by basically saying no and waiting and having ever higher rounds and lower cost of capital." "Look at Palantir and the valuation of Palantir. Alex and the team are amazing but to me it's less about Palantir and more about a huge amount of pent-up demand for next-generation defense tech. If and when you ever do see a debut"
X Link 2026-01-08T23:54Z 207.3K followers, 21K engagements
"a16z's @bhorowitz says the California wealth tax is the "best strategy" to dismantle Silicon Valley that he's ever seen. "It's been so hard to break the Silicon Valley network effect but this is the best strategy I've seen." "Norway has an unrealized capital gains tax. Norway's got a lot of extremely smart people great entrepreneurs but they all left." "When you talk to entrepreneurs in Norway they're like 'I literally can't pay the tax because the company got marked up and I own a lot of it and I can't get that money out.'" "'It's a private company. I'm stuck. So I have to leave the"
X Link 2026-01-09T22:40Z 212.9K followers, 651.9K engagements
"If you're a doomer about data center water usage are you long water stocks "If you believe AI is going to use all the power and you bought GE Vernova you did very very well. But the water stocks haven't mooned.""
X Link 2026-01-09T23:27Z 197.4K followers, [----] engagements
"The guys discuss the word chubai which is "when something is both chopped and also spiritually Dubai." Examples include SoHo House and Carbone among others. Jordi thinks oat milk is chubai. John isn't sure if the super chunky Balenciagas are"
X Link 2026-01-10T21:44Z 211.3K followers, 16.2K engagements
"Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome. but the biggest prize is consumer. That is what's going to reach daily life for billions of people." "Think about all the little parts of daily life that are kind of annoying. Pay attention to whoever's in your life and ask: 'How could their daily life be a little bit easier'" https://twitter.com/i/web/status/2011591788973498770 https://twitter.com/i/web/status/2011591788973498770"
X Link 2026-01-15T00:10Z 213.1K followers, 406.8K engagements
"Sequoia partner @gradypb says software is shifting from apps that demand attention to agents that work quietly in the background. This shift will change what moats will look like and will be especially hard for incumbents to deal with. "It's two very different business paradigms" he says. "In an era of apps you want a lot of surface area with your customers you want them to spend a lot of time in your product." "In an era of agents things can just be running passively in the background. The amount of surface area you have with your customers the amount of time they might spend in your product"
X Link 2026-01-16T23:18Z 213.1K followers, 58.2K engagements
"Anduril COO @mttgrmm provides a fresh update on Anduril's Arsenal-1 facility and Fury fighter jet production: "The Arsenal-1 project in Ohio is running incredibly smoothly. the first building just shy of one million square feet is fully built the internal is being constructed now and we'll start production on Fury this summer." He says the Fury production line will resemble the Ford production method (or the "Grimm method") with [--] separate stations each with its own specific production purpose. https://twitter.com/i/web/status/2013408987170119728"
X Link 2026-01-20T00:31Z 200.8K followers, 99.8K engagements
"BREAKING: @MartinShkreli an American investor and businessman will join the show at 12p PT today"
X Link 2026-01-20T17:20Z 197.6K followers, 55.4K engagements
"BREAKING: @CarlStauffer2 becomes the first person accepted to Palantirs Neurodivergent Fellowship While cross-country skiing this morning Dr. Karp decided to launch a new program: The Neurodivergent Fellowship. If you find yourself relating to him in this video unable to sit still or thinking faster than you can speak we encourage you to apply. The final round of https://t.co/2Xdrc13uj5 While cross-country skiing this morning Dr. Karp decided to launch a new program: The Neurodivergent Fellowship. If you find yourself relating to him in this video unable to sit still or thinking faster than"
X Link 2026-01-20T22:39Z 213K followers, 545.4K engagements
".@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister but I think it's the belle of the ball." "Recently in Nature and a few other preeminent journals especially Chinese companies have shown you can do MatMuls matrix multiplication with light." "It's actually pretty remarkable. Light goes to [---] THz. But more important than that is you can actually do 3D MatMuls and they're O(1) in complexity" meaning they take the same amount of time no matter how big the problem is. "More and more of the"
X Link 2026-01-20T23:00Z 211.4K followers, 231.9K engagements
"BREAKING: Caroline Ellison has been released from federal custody"
X Link 2026-01-22T15:29Z 197.8K followers, 353.5K engagements
".@CathieDWood says that GDP growth will go north of 7% inflation will go negative and that the biggest entrepreneurial explosion in history is coming. "Between [----] and [----] @wintonARK learned that real GDP growth was 0.6%. Then we had railroads internal combustion engines telephones electricity and it went to 3% for the next [---] years." "We think it's going north of 7% and that's conservative." "On fears of unemployment - sure there's displacement short term but think about what's also happening: [---] million baby boomers are retiring every year." "I think we're going to see the biggest"
X Link 2026-01-23T02:01Z 210.5K followers, 51.5K engagements
"BREAKING: CrowdStrike CEO @George_Kurtz won the Rolex [--] at Daytona with CrowdStrike Racing Hell be on TBPN at 11:45a PT to discuss"
X Link 2026-01-26T17:24Z 203.1K followers, [----] engagements
"Happy Monday. On today's show: - @George_Kurtz (CrowdStrike) - @ethereumJoseph (Consensys) - @pronounced_kyle (a16z) - @xuezhao (Basis Set Ventures) - @vriparbelli (Synthesia) - @latkins (Acree AI) See you on the stream. Clawd Maxxing George Kurtz on Winning Rolex [--] ChatGPT Ads Breakdown Joe (Ethereum Co-Founder) Joins https://t.co/XiVLWn1o6f Clawd Maxxing George Kurtz on Winning Rolex [--] ChatGPT Ads Breakdown Joe (Ethereum Co-Founder) Joins https://t.co/XiVLWn1o6f"
X Link 2026-01-26T19:01Z 203.1K followers, 32.2K engagements
"CrowdStrike won the Rolex [--] at Daytona yesterday after finishing in second place in [----] and [----]. In [----] the team lost first place in the 24-hour race by sixteen-thousandths of a second equivalent to one foot says CEO @George_Kurtz. Crowdstrike wins the Daytona https://t.co/fwFbcjRBV8 Crowdstrike wins the Daytona https://t.co/fwFbcjRBV8"
X Link 2026-01-26T23:58Z 203.1K followers, 18.3K engagements
""We're careening towards a brick wall. The end of a supercycle is here." - Ethereum co-founder @ethereumJoseph "The start of the next supercycle is likely. going to look like moving the economy onto decentralized rails." "AI is going to supercharge all aspects of science and we're going to be living in a world that is indescribable at this point by [--] years from now." "I'm an optimist and an idealist and I think even though we're moving through incredibly difficult times. that's kind of necessary because things are so broken that they have to kind of fall apart kind of collapse in order to"
X Link 2026-01-27T00:43Z 210.7K followers, 41.3K engagements
""A lot of people think that starting a company or taking a break from school is this high-risk move. But it will never get better. When you are [--] or [--] that's the best time to start a company." @PalmerLuckey gives advice to young founders: "All you have to lose is a bit of time. Running a startup and failing it is probably gonna look better on your resume than whatever you were doing part-time in school." https://twitter.com/i/web/status/2015965289532539029 https://twitter.com/i/web/status/2015965289532539029"
X Link 2026-01-27T01:49Z 208.3K followers, 91.5K engagements
"BREAKING: Moltbot (Clawdbot) creator @steipete will be live on TBPN today at 2p PT"
X Link 2026-01-27T17:48Z 205.5K followers, 204.8K engagements
"FULL INTERVIEW: Clawdbot's @steipete joined today's show and discussed his backstory Moltbot's creation and ascendency the reaction to the bot agentic AI and what he's planning next"
X Link 2026-01-27T23:59Z 205.8K followers, 88.7K engagements
"Clawdbot creator @steipete says he'd consider a "non-profit" structure for the future of the project: "Instead of a company I would much rather consider a foundation or something that is non-profit." "I want it to be accessible and free. Ultimately code is not worth that much anymore. It's much more the idea and the brand that actually has value." https://twitter.com/i/web/status/2016315186689507361 https://twitter.com/i/web/status/2016315186689507361"
X Link 2026-01-28T00:59Z 198.1K followers, 84.4K engagements
"ON THIS DAY: The $GME short squeeze sent GameStop shares to $500 prompting Robinhood to halt buying"
X Link 2026-01-28T15:51Z 200.2K followers, 10.1K engagements
"Flapping Airplanes co-founder @amspector100 explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy I really think it's because models are much less data-efficient than humans. If you want it to learn a new task or put it in a new vertical it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained"
X Link 2026-01-29T00:11Z 213K followers, 79.2K engagements
"BREAKING: ElevenLabs is joining Audi Revolut F1"
X Link 2026-01-29T17:42Z 200.4K followers, 20.9K engagements
".@zebulgar and @CGarrett_15 announce some of the initial guests and themes for the Hill & Valley Forum 2026: - @traestephens from Founders Fund - @vkhosla from Khosla Ventures - @bradlightcap from OpenAI - @ssankar from Palantir "There's going to be a strong biotechnology focus and some folks both within the administration and within private industry talking about how we need to make sure that we don't lose that entire supply chain industry to China the same way that we have with consumer electronics or humanoids." "There'll even be some joint policy put out that HVF will be endorsing." "As"
X Link 2026-01-29T23:28Z 208.6K followers, 30.5K engagements
"Genie [--] is absolutely insane. It took [--] seconds for Tyler to generate this 'video game' of a Maybach driving on the Nrburgring"
X Link 2026-01-30T00:28Z 202.7K followers, 27.5K engagements
""Meta is making more money on AI than anybody except for Google" - @eric_seufert His reaction to Meta critics complaining Zuck is spending a ton of money on GenAI but hasn't shipped any real GenAI products These people are just completely factually wrong. Watch:"
X Link 2026-01-30T00:58Z 199.4K followers, 24.5K engagements
""Everyone saw the Rogan clip with Ben Affleck saying Netflix makes them restate the plot of the movie every few minutes." "Is that a result of people's attention spans declining or is it because your stuff isn't that interesting I think maybe it's the latter." - @eric_seufert"
X Link 2026-01-30T15:30Z 204.3K followers, 21.3K engagements
"Warsh'd UP Fed Decision OpenAI IPO Tech Earnings WSJ House of the Year https://x.com/i/broadcasts/1ypJdqkmjAjxW https://x.com/i/broadcasts/1ypJdqkmjAjxW"
X Link 2026-01-30T18:59Z 204.5K followers, 40.4K engagements
".@tylercowen says we've already wrecked the independence of the Fed because we'll be forced to monetize our debt regardless of what happens. "I'm not happy about it but that's the ugly little truth." "We're in bad shape. I'm not telling you not to worry. But I'm telling you you should have been worried to begin with." "The basic problem is our debt and deficits are so high that over time we will monetize them to some extent and have higher inflation because we prefer that over higher taxes no matter what we might say." "So Fed independence is taken away through that mechanism apart from"
X Link 2026-01-30T19:56Z 200.4K followers, [----] engagements
""I worry the world is just becoming a lot more correlated. That's my big worry. That if things ever did go down the drain there's nowhere to hide." - @tylercowen on the rush into precious metals "We've realized Bitcoin is not a hedge. Where else do you go" "The rest of the world seems a bit crazy Europe is still slow growth. So you pick the precious metals. They're like the new meme stocks. That's fine. I don't think it has major significance but look it's not good news." "People will keep on looking for a store of value. They look at different things. But if you want something that does not"
X Link 2026-01-31T00:21Z 197.7K followers, 38.5K engagements
"FULL INTERVIEW: @tylercowen on Kevin Warsh precious metals Clawdbot unemployment and AI and more: 00:42 Initial reaction to Kevin Warsh for Fed chair. 02:12 Volatility in precious metals 03:00 Kevin Warsh's strategies as Fed Chair 05:39 Fiscal dominance 06:39 Gold as a store of value 07:30 Tether backing its stablecoins with Gold 08:11 What Kevin Warsh's priorities should be as Fed Chair 11:24 AI and unemployment 14:00 The legacy of Jerome Powell 15:18 Trump's comments on housing 16:36 Reaction to Clawdbot 18:03 Dario's recent essay 19:30 AI and religion and other effects on society"
X Link 2026-01-31T01:06Z 202.7K followers, 45.3K engagements
"With today's announcement of Kevin Warsh as Trump's pick for Fed chair @tylercowen says "it's a very difficult pick to judge." "Usually you think 'What does this Fed chair believe' I think what Kevin Warsh believes is that he should be chair of the Fed. He's very good at politics." "First he's for tight money now with Trump as president he's for easy money. The real question is: what's the psychological and power dynamic between Warsh and Trump" "The fact that he's connected to the very wealthy Lauder family fortune to me says he at least has the freedom to tell Trump to take a hike.""
X Link 2026-01-31T01:38Z 203.6K followers, 47.3K engagements
".@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister but I think it's the belle of the ball." "Recently in Nature and a few other preeminent journals especially Chinese companies have shown you can do MatMuls matrix multiplication with light." "It's actually pretty remarkable. Light goes to [---] THz. But more important than that is you can actually do 3D MatMuls and they're O(1) in complexity" meaning they take the same amount of time no matter how big the problem is. "More and more of the"
X Link 2026-01-31T18:30Z 211.6K followers, 90.9K engagements
"Clawdbot creator @steipete describes his mind-blown moment: it responded to a voice memo even though he hadn't set it up for audio or voice. "I sent it a voice message. But there was no support for voice messages. After [--] seconds Moltbot replied as if nothing happened." "I'm like 'How the F did you do that'" "It replied 'You sent me a message but there was only a link to a file with no file ending. So I looked at the file header I found out it was Opus and I used FFmpeg on your Mac to convert it to a .wav. Then I wanted to use Whisper but you didn't have it installed. I looked around and"
X Link 2026-01-31T19:00Z 204.6K followers, 43.6K engagements
"Airbnb CEO @bchesky says the chatbot is a "pre-AI interface" rather than the end-state interface for artificial intelligence: "We're in the MS-DOS phase of AI." "The future AI interface will have a reference to chat but it's probably going to be much more visual. Most people aren't completely text-based." "The chatbot is really a pre-AI interface that we've plugged onto this incredibly powerful engine." "I really think the models are even more powerful than people realize because we have hardly harnessed them." https://twitter.com/i/web/status/2017681863117312144"
X Link 2026-01-31T19:30Z 211.3K followers, 23.4K engagements
"Sequoia partner @sonyatweetybird says we're going from the age of product-led growth to the age of agent-led growth. "You see this most clearly if you're using Claude Code actively. It says 'Hey for a database you should use Supabase. For hosting use Vercel.' It's choosing for you the stuff you should be using." "Product-led growth brought us closer to the vision of 'best product wins' but ultimately people are still lazy. They can't read all the reviews and they kind of default to what looks cool on the website." "Whereas your agent has infinite time to go and make these choices for you. It"
X Link 2026-02-01T19:30Z 208.6K followers, 38.8K engagements
"Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race with no one else being able to catch them. "For every one page that OpenAI sees Google is seeing 3.2." "What I worry about is because Google has this unique access to the web that nobody else has the game might just go to them. Because at the end of the day whoever has the most data wins in the era of AI." Any guesses how much more of the web Googlebot sees versus GPTBot (OpenAI) Bingbot (Microsoft)"
X Link 2026-02-01T20:00Z 204.4K followers, 98.5K engagements
"Moltbook Nvidia OpenAI Deal Codex App Launch Coinbase vs Big Banks The Files. https://x.com/i/broadcasts/1mnGeNABalvJX https://x.com/i/broadcasts/1mnGeNABalvJX"
X Link 2026-02-02T18:56Z 213.1K followers, 104.5K engagements
"BREAKING: @MattPRD creator of @moltbook is joining TBPN at 11:30a PT"
X Link 2026-02-02T19:12Z 200.3K followers, 25K engagements
"Moltbook creator @MattPRD has a message for @ycombinator:"
X Link 2026-02-02T23:31Z 197.4K followers, 16.4K engagements
""It's clear that having social networks of AI agents interacting is the future." - Moltbook creator @MattPRD "Moltbook is a basic version of what's possible. If you fast forward a few years it's an alternate reality. You don't need a headset on for it and it's going 24/7.""
X Link 2026-02-02T23:50Z 208.8K followers, [----] engagements
"Moltbook creator @MattPRD explaining how his social network for AI agents works: "It's kind of like you are imprinting part of your soul onto the bot. It's like Tamagotchi or Pokemon times 1000." "The agent signs up for an account then they're told they should check back in on a regular basis to check their feed." "Moltbook's not telling them what to talk about. It's not suggesting what they should do. All that is entirely up to the AI agent." "The agent has its own context that it's built up by interacting with its human. That context is how it's making decisions on what to post about." "If"
X Link 2026-02-03T00:20Z 212K followers, 15.6K engagements
".@ns123abc thinks OpenAI is "entering into bubble territory" if its user growth is in fact stalling out: "In [----] they said they were going to reach 1B users by the end of the year they actually stalled at 800M." "If their user basewhich is getting mogged by Googlestarts declining and reaches a certain threshold all their projections fail." https://twitter.com/i/web/status/2018494767789961330 https://twitter.com/i/web/status/2018494767789961330"
X Link 2026-02-03T01:20Z 202.8K followers, 97.3K engagements
"Now that the OpenAI-Nvidia deal has stalled Jordi says that critics of 2025s 'press release economy' deserve a victory lap: Woah. Jensen is NOT happy about OpenAI. https://t.co/mQ77DaWJfm Woah. Jensen is NOT happy about OpenAI. https://t.co/mQ77DaWJfm"
X Link 2026-02-03T02:10Z 202.3K followers, 32.6K engagements
"SemiAnalysis' @dylan522p says Nvidias Groq acquisition is a big vibe shift that signals the company doesn't really know where AI is headed anymore: Before they were like Ive got this big GPU. Everyones going to use this GPU. The software ecosystem of the GPU is so good. Its one size fits all. Everyones trying to make all these specific point solutions but weve got the thing thats good at everything. Then they had a vibe shift. They launched this thing called CPX which is a chip made for prefill prompt processing creating a KV-cache and is also good at video generation and image generation."
X Link 2026-02-04T00:28Z 203.6K followers, 17.1K engagements
"Our biggest bottleneck is becoming the review of code rather than the actual writing and generation of code. Cisco CPO @jpatel41 says code review is still super important though because without human taste and judgment code quickly turns into slop: Every engineer on that team is now just a spec developer. They just build specs. They create markdown files. They give context to the model. They give context to the agent. And then the agents writing the code. I think presumably the review is going to get easier too. Youll have really crappy software that gets written if people arent paying"
X Link 2026-02-04T00:58Z 205.2K followers, 11.2K engagements
"Cisco CPO @jpatel41 says when hiring in the AI era attitude matters way more than skill: "You can't teach hunger. You have to make sure that you find people who are hungry intrinsically hungry. I don't believe in hiring people that you have to motivate all the time." "You have to be insanely curious in this time and day and age. If you're not willing to experiment and put yourself in an uncomfortable position. If you don't like change wait until irrelevance hits you." https://twitter.com/i/web/status/2018859115670589669 https://twitter.com/i/web/status/2018859115670589669"
X Link 2026-02-04T01:28Z 208.8K followers, [----] engagements
"SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of worldwide datacenter capacity is in space by the end of [----]. The bar is 1%. So the xAI guy is really bullish." I take the under on 1% by [--] because thats a gigawatt in space. But its actually not that crazy. Its roughly [---] Starship launches to get them to a gigawatt in space. https://twitter.com/i/web/status/2018866661915513263 https://twitter.com/i/web/status/2018866661915513263"
X Link 2026-02-04T01:58Z 204.5K followers, 133K engagements
"BREAKING: $UBER CEO @dkhos will be live on TBPN at 12:25p PT today"
X Link 2026-02-04T18:02Z 197.4K followers, [----] engagements
"ON THIS DAY: Mark Zuckerberg launched TheFacebook from his dorm room at Harvard"
X Link 2026-02-04T18:40Z 212K followers, 16.4K engagements
"Our Super Bowl Ad The Age of Orchestration Walmart hits $1T SaaSpocalpyse Ken is Sick of Griftin https://x.com/i/broadcasts/1MYGNlMLnboxw https://x.com/i/broadcasts/1MYGNlMLnboxw"
X Link 2026-02-04T18:56Z 205.9K followers, 40.1K engagements
"Happy Wednesday. On today's show: - @dkhos (Uber) - @matiii (ElevenLabs) - @andrew__reed (Sequoia) - @GergelyOrosz (Pragmatic Engineer) - @Sirupsen (turbopuffer) - @kjdhaliwal (Lotus AI) - @nicolasosharp (Attio) - Mitchell Green (Lead Edge Capital) See you on the stream. Our Super Bowl Ad The Age of Orchestration Walmart hits $1T SaaSpocalpyse Ken is Sick of Griftin https://t.co/S1XOQdSOIO Our Super Bowl Ad The Age of Orchestration Walmart hits $1T SaaSpocalpyse Ken is Sick of Griftin https://t.co/S1XOQdSOIO"
X Link 2026-02-04T19:00Z 205.9K followers, 28.7K engagements
"SemiAnalysis founder @dylan522p says that despite their "terrible comms" Oracle is likely in a stable financial position: "I told my Oracle contacts 'Who the hell is in charge of the Twitter account' Nvidia did something similar last year when the whole TPU mania was going on." "I think Oracle is fine people are just peak negative on OpenAI right now because Anthropics been killing it. But I think its just kind of silly they need to hire someone to do comms like a @lulumeservey both Nvidia and Oracle." The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain"
X Link 2026-02-04T19:28Z 213.1K followers, 37.1K engagements
"The CEO community in the United States honestly is very tight" - Cisco CEO @ChuckRobbins "I remember when I became CEO a CEO at one of the first events I went to handed me his cell number and said These people in this room are the only people who know what youre getting ready to go through.'" The public narrative isnt reflective of whats really happening behind the scenes because most CEOs are very pragmatic. Theres not a lot of emotion. Youre just sitting there. Youre cutting a deal. If somebody has a different opinion youre not getting mad. Youre trying to get to the outcome. And I think"
X Link 2026-02-04T19:58Z 208.5K followers, 26.1K engagements
"Pragmatic Engineer's @GergelyOrosz is on a "secret email list" of agentic AI coders and they're starting to report trouble sleeping because agent swarms are "like a vampire." "A lot of people who are in 'multiple agents mode' they're napping during the day. It just really is draining." "This thing is like a vampire. It drains you out. You have trouble sleeping." https://twitter.com/i/web/status/2019166322060587375 https://twitter.com/i/web/status/2019166322060587375"
X Link 2026-02-04T21:49Z 213.1K followers, 192.3K engagements
"Uber CEO @dkhos says driverless Ubers have added to demand for rides as opposed to cut into demand for rides by Uber drivers. He also says that markets where Uber's added driverless trips are growing faster than markets where it hasn't deployed autonomy yet. Watch:"
X Link 2026-02-04T22:19Z 205.8K followers, 15.4K engagements
""It took us [--] months to get our first $100M in ARR [--] months to get to $200M and [--] months to get to $330M." After raising $500M at an $11B valuation ElevenLabs co-founder @matiii breaks down the story behind their growth:"
X Link 2026-02-05T00:01Z 197.4K followers, 42.7K engagements
"Jordi: "The Anthropic ad is incredibly clever. It's also incredibly dirty. I think they're trying to muddy the water around the ads rollout." "The ads that are coming to ChatGPT are effectively display ads. Everybody in the industry by now should know this. Yet this campaign implies that the ads will influence the response and that you cannot trust it." "It's fair game but it's dirty." Full discussion: https://twitter.com/i/web/status/2019204071496855669 https://twitter.com/i/web/status/2019204071496855669"
X Link 2026-02-05T00:19Z 208.1K followers, 46.9K engagements
"Vibe coding is easy. But the hard part of building useful software isnt coding - its the distribution trust and scale. Jordi: You cant vibe-code PayPal. They have half a billion users. Mitchell Green of @LeadEdgeCapital agrees: Building code has never been the actual hard thing about a software company." "You build a piece of software. Then you have to sell the software. Then you have to maintain the software. Then you have to add features to the software. Then you have to connect it with other systems. Those systems change. You have to have user permissioning. This stuff is really complex.""
X Link 2026-02-05T00:50Z 212.6K followers, 15.1K engagements
""The baby is being thrown out with the bathwater." - Sequoia's @andrew__reed on public software valuations amid recent selloffs: "The voting machine will be a voting machine. As far as I can tell the only prerequisite for being an AI-native company is being a private company." "What really matters is: are these businesses accelerating as these models are getting better and better And are they delivering value in a way that's differentiated" https://twitter.com/i/web/status/2019224567290687502 https://twitter.com/i/web/status/2019224567290687502"
X Link 2026-02-05T01:40Z 197.9K followers, 26.6K engagements
"Struggling engineers identify with the craft. Thriving engineers identify more with the impact. - @GergelyOrosz on SWEs in the era of vibecoding: "At my brother's company he mandated his team: everyones using Claude Code everyone needs to do prompting and you need to generate your code." "Around 50% of his team got really demotivated. One engineer quit and told him 'I do not want to be a prompter I love the craft.'" "For that engineer code was his identity. He was the go-to guy and understood the codebase better than anyone. People used to go up to him asking 'Hey how does this work etc.' Now"
X Link 2026-02-05T02:08Z 210.7K followers, 23.8K engagements
"BREAKING: @sama will be live on TBPN today at 12p PT"
X Link 2026-02-05T16:00Z 213K followers, 147.8K engagements
"BREAKING: Anthropics @_sholtodouglas will be live on TBPN today at 12:30p PT"
X Link 2026-02-05T17:00Z 197.8K followers, 15.1K engagements
"In retrospect the AI talent war was a Cold War. Big labs stole each others' top talent but kept up appearances on . But the Anthropic Super Bowl ads - and some of the stuff that went down at Davos - show that the AI wars have gone kinetic. We discuss:"
X Link 2026-02-05T17:44Z 207.6K followers, [----] engagements
"🔴 LIVE with Sam Altman Anthropic's Sholto Douglas and more https://x.com/i/broadcasts/1MYGNlMylaPxw https://x.com/i/broadcasts/1MYGNlMylaPxw"
X Link 2026-02-05T18:57Z 211.9K followers, 38.6K engagements
"Happy Thursday. Big show today: - @sama (OpenAI) - @_sholtodouglas (Anthropic) - @ScottRogowsky (HQ Trivia) - @_danielbarcelo (T1 Energy) - @ivanburazin (Daytona) - Mandy Fields (E.L.F. Beauty) See you on the stream. 🔴 LIVE with Sam Altman Anthropic's Sholto Douglas and more https://t.co/t6euWuzJYn 🔴 LIVE with Sam Altman Anthropic's Sholto Douglas and more https://t.co/t6euWuzJYn"
X Link 2026-02-05T18:58Z 205.8K followers, 21.2K engagements
".@sama responds to Anthropic's Super Bowl ads: "Well it's just wrong. We respect our users. We understand that if we did something like what those ads depict people would rightfully stop using the product." "Our first principle with ads is that we're not going to put stuff into the LLM stream. That would feel crazy dystopic like a bad sci-fi movie." "Using a deceptive ad to criticize deceptive ads feels - I don't know - something doesn't sit right with me about that." "It was well played for sure. And it was a funny ad. And the stuff about the ChatGPT personality that most annoys me - which"
X Link 2026-02-05T21:53Z 211.9K followers, 62.9K engagements
"OpenAI's @sama describes what it's like to run what is probably the most heavily scrutinized private company in the world: "At some level it's frustrating. We're so squarely in the sights of everybody's anxieties and every competitor trying to take us down." "In some other sense the subjective experience of it is that we're so busy on so much exciting stuff that it often feels like there's this crazy hurricane turning around us and where we sit it's fairly calm." https://twitter.com/i/web/status/2019536008757252229 https://twitter.com/i/web/status/2019536008757252229"
X Link 2026-02-05T22:18Z 202.9K followers, 24.5K engagements
"Jordi: Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years @sama: No. Jordi: Five years Sam: No"
X Link 2026-02-05T22:38Z 208.9K followers, 112.1K engagements
"OpenAI's @sama describes how he used Codex to create a "magic autocompleting to-do list" that he loads up with tasks he's always wanted done and 'completes itself' over time:"
X Link 2026-02-05T23:23Z 202.5K followers, 17.5K engagements
".@sama says OpenAI will "obviously" have a version of Codex that "can do other knowledge-work tasks and control your computer." "Of course we should have an ability to kick off new tasks from mobile and we'll do that." "Really what you want is your single AI that's working for you on a unified backend. Access to all your data and ideas and your stuff and your memory and the ability to work across a lot of surfaces.""
X Link 2026-02-05T23:56Z 202.5K followers, 23.2K engagements
"Jordi: How are you guys thinking about free usage limits ahead of the Super Bowl @_sholtodouglas: It's really tough. One of the struggles is that compute is so constrained. Jordi: Yeah I noticed you guys didn't say 'Download the Claude App. There was no direct call to action. Sholto: Yeah I mean I think the purpose of the ad was very much for provoking thought and discussion. Jordi: It was certainly successful already. Sholto: It did provoke a lot of thought and discussion. https://twitter.com/i/web/status/2019573253887410649 https://twitter.com/i/web/status/2019573253887410649"
X Link 2026-02-06T00:46Z 208.8K followers, 31.7K engagements
"Anthropic's @_sholtodouglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models and relatively little change in the physical world. So information and software changes dramatically and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much"
X Link 2026-02-06T01:36Z 213K followers, 200.4K engagements
"Former HQ Trivia host @ScottRogowsky details the inner workings of the million-dollar shows they ran at their peak: "We were able to get a million people playing the game live and it turns out we probably could have doubled the money." "Later on we hired Nielsenthe ratings companyto come in and do a study and they put a 1.7x multiple on our viewers." "Two and a half million connected devices was our peak when The Rock hosted. That was a Warner Bros. sponsored event to promote the movie Rampage." "We put the trailer in the lobby of the game and wrote a whole script around the movie along with"
X Link 2026-02-06T02:01Z 202.9K followers, 29.6K engagements
"T1 Energy CEO @_danielbarcelo says China can make an entire American grids worth of energy - just in solar - every year: China is up to over [----] GW (1.2 TW) of capacity. Last year China added close to [---] to [---] GW. Thats close to the American grid. So its almost like China can add an entire grid just in solar. I dont believe Chinas doing it to lower carbon emissions. Chinas doing it because they need to grow very very fast. https://twitter.com/i/web/status/2019788501794111628 https://twitter.com/i/web/status/2019788501794111628"
X Link 2026-02-06T15:01Z 203.6K followers, [----] engagements
"BREAKING: $AFRM CEO @mlevchin will be live on TBPN today at 1p PT"
X Link 2026-02-06T17:27Z 211.6K followers, [----] engagements
"Claude Code Psychosis Europe Goes ALL IN on AI WSJ Mansion Section Big Tech Earnings https://x.com/i/broadcasts/1gqxvrNyPZexB https://x.com/i/broadcasts/1gqxvrNyPZexB"
X Link 2026-02-06T18:55Z 212K followers, 36.5K engagements
"Happy Friday. On today's show: - @mlevchin (Affirm) - @fabknowledge (SemiAnalysis) - @tjparker (Pillpack) - @djpersia (Databricks) See you on the stream. Claude Code Psychosis Europe Goes ALL IN on AI WSJ Mansion Section Big Tech Earnings https://t.co/GL8wviNo12 Claude Code Psychosis Europe Goes ALL IN on AI WSJ Mansion Section Big Tech Earnings https://t.co/GL8wviNo12"
X Link 2026-02-06T18:57Z 203.6K followers, 26.9K engagements
"The size of the Cheeky Pint pint glass is very suspicious. Especially when Elon is holding one. We did an analysis comparing it to an image of Timothe Chalamet drinking Guinness to get to the bottom of this scandal"
X Link 2026-02-06T23:01Z 207.2K followers, 54.5K engagements
"SemiAnalysis' @fabknowledge thinks something weird and existential is going on with Microsoft and AI. "Microsoft's not in the race. Where are they They're getting owned." "It's a skill issue. Clearly something is going on. Honestly the thing that makes me most bearish is the fact that Satya is like 'I'm not the CEO I'm the product manager of Copilot. Because I'm so boned if I don't get this figured out.'" "You can argue that it's now existential. He's decided 'Hey my CEO job is getting this one thing right otherwise we're screwed.' That is kind of worrying." "I think Microsoft has the most to"
X Link 2026-02-06T23:23Z 213.1K followers, 79.8K engagements
"SemiAnalysis' @fabknowledge says a "meaningful amount" of Amazon's eye-popping $200B capex plan is going straight to Nvidia. "I think Amazon is going to run out of Trainium." "What's the biggest amount of supply chain that's locked up It's Nvidia.""
X Link 2026-02-07T00:13Z 204.6K followers, 13K engagements
"Claude Code is improving "scary fast" - @fabknowledge "I started vibecoding with Opus [--] on Claude Code and it just could not oneshot websites in the way that [---] and [---] can. "If it just marginally improves from here why would I pay for any kind of UI/UX""
X Link 2026-02-07T01:02Z 204.5K followers, 16.1K engagements
"Jordi: "Over the next two years do you expect to acquire more product companies or individual research labs" @sama: "The one I have in mind right now is something that looks very much like a mixture of both." Full clip:"
X Link 2026-02-07T01:27Z 212.8K followers, 111.2K engagements
"PillPack founder @tjparker says Hims' Wegovy pill alternative is a $50 drug that doesn't work and a financial Hail Mary. "The Wegovy pill has a specific technology called 'SNAC' to allow you to absorb the peptide and have the drug be effective. Hims explicitly said they didn't use that technology and said they're using liposomal absorption which maybe works maybe doesn't but there's certainly no proof that it works." "There are zero studies and zero approval. This is where it's super different from the injectables where they weren't changing the formulation. It was very similar to the branded"
X Link 2026-02-07T01:52Z 208K followers, 77.5K engagements
"You can vibe-code software but you cant vibecode a relationship. Affirm CEO @mlevchin explains that while AI makes software cheaper and faster to build creating real cash-flow-producing businesses still depends on trust partners and scale that cant be automated: "AI changes everything - but it doesn't change that much." We make cash-flow-producing assets known as Affirm loans. There are about [--] million of them made every quarter and growing quickly. Its difficult to roll out of bed and say lets vibecode that because while you can vibecode some of the code getting to our scale requires"
X Link 2026-02-07T15:02Z 208.6K followers, 18.1K engagements
"Databricks @djpersia says anyone claiming you can just vibe code any software you need isnt actually in the business of using software in production. Build is easy - maintaining and sustaining it is hard. If I can Id much rather buy than build. For things like my CRM - that is not something that if I can help it Im looking to build internally. Im happy to use something externally given that I imagine my needs are similar to many other ones and there should be things that could meet those needs pretty quickly. https://twitter.com/i/web/status/2020165218710745196"
X Link 2026-02-07T15:58Z 211.9K followers, 59.8K engagements
"Affirm CEO @mlevchin says theres a lot of pearl-clutching around ads in chatbots from the rest of the industry but hes firmly bullish: I think its the best thing thats going to happen to this industry. We make most of the money on the internet - not us but most of the rest of the internet - makes money with ads. I for one welcome ads in bots so long as theyre clearly delineated and there are ethical considerations"
X Link 2026-02-07T16:28Z 208.1K followers, 15.9K engagements
"Is AI overhyped or underhyped @drfeifei: "Silicon Valley can mistake clear vision with short distance. In [----] the first self-driving car drove [---] miles.it still took [--] years for Waymo to be barely on the road." "Clear vision is important but the journey will be long.""
X Link 2026-02-08T17:30Z 212K followers, 67.6K engagements
"Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a"
X Link 2026-02-08T18:00Z 206.8K followers, 21.7K engagements
"BREAKING: @MrBeast has acquired Step Mobile a Gen Z-focused banking app"
X Link 2026-02-09T17:38Z 212K followers, 31.5K engagements
"Our Super Bowl stunt was just a bit of tomfoolery but it highlighted an alarming example of misalignment where Claude acted in defiance of Anthropic's stated principles. Anthropic is against ads but Claude was happy to help Tyler build a wrapper to serve them to our users. Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://t.co/QU43cgIJRm Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://t.co/QU43cgIJRm"
X Link 2026-02-09T22:05Z 213K followers, 44.9K engagements
"BREAKING: Terraform Industries founder @CJHandmer welcomes his fourth child"
X Link 2026-02-09T22:41Z 211.7K followers, 14.5K engagements
"Bill Bishop (@niubi) explains that Chinese officers often buy their way into the PLA by pooling capital from investors as a kind of option on a 'corruption basket' of future revenue: Bill: "It's kind of like an angel investment. Where people would collectively buy a stake in a rising officer." Jordi: "The officer says 'Hey I have some potential in the organization I think I can get this job let me pool together some capital.' Then they pool together the capital they pay off someone to get the role then there would be a revenue stream back to the original pool of capital" Bill: "The idea is"
X Link 2026-02-10T00:23Z 208.4K followers, 10.5K engagements
"Tempo GTM @dwr says cryptos darkest hour was the Bitcoin scaling period in [--------] before Ethereum widened the aperture beyond just Bitcoin - but that crypto is actually in a much better spot today: "Pre-Ethereum it was pretty grim because everyone was assuming all the payments were going to peer-to-peer electronic cash that was Bitcoin." "Things were way more grim in [----] relative to now. You have the GENIUS Act still kind of in play in Congress. We had a Super Bowl ad yesterday singing. [----] was also pretty bad." The real world impact for crypto has never been closer."
X Link 2026-02-10T01:58Z 208.2K followers, 14.5K engagements
"SpaceXs Mars to Moon pivot isnt a total strategy flip. Getting to the Moon doesnt solve Elons original goal of making life multi-planetary if Earth is destroyed but its a great place for humans to get their reps in first. Its not the final boss that Mars is. The Moon is a perfect staging ground: launches can happen any day unlike Mars which only aligns every [--] months. Once youre there getting elsewhere becomes much easier. Elon is envisioning lunar infrastructure like a mass driver to support deeper space exploration. This feels more like a realignment of immediate focus. And it'll be"
X Link 2026-02-10T15:58Z 212.8K followers, 15.4K engagements
"Ginkgo Bioworks CEO @jrkelly explains how "cloud-style" automated science labs can create "millions of scientists" by democratizing access to experimentation: Science is the formalization of human curiosity. The reason everyone doesn't do science today is that you're blocked by the cost and expense of all the physical infrastructure. If it was available cloud-style for example how many people would want to be doing science Maybe they have a health condition they want to study themselves maybe they have a new idea for a material maybe they're a gardener and they want to make a new plant"
X Link 2026-02-10T16:28Z 213.1K followers, 12.8K engagements
"BREAKING: Palantir and Airbus extend their partnership for [--] years in a deal worth $1B"
X Link 2026-02-10T17:50Z 213.1K followers, 29.5K engagements
"RT @johncoogan: http://x.com/i/article/2021660093725696000 http://x.com/i/article/2021660093725696000"
X Link 2026-02-11T19:04Z 212.5K followers, [--] engagements
"RT @DylanAbruscato: The man of the hour live on TBPN"
X Link 2026-02-11T21:34Z 206.6K followers, [--] engagements
"Matt Schumer author of the megaviral article "Something Big Is Happening" breaks down how he used Claude to help him write the piece: https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T22:45Z 205.3K followers, [---] engagements
"RT @harleyf: This is why I make time for @tbpn every earnings cycle. Real talk. Smart analysis. Bigger Picture. Thanks for having me @jo"
X Link 2026-02-12T00:12Z 209.5K followers, [--] engagements
"RT @jordihays: Were live in the Ultradome with @bryan_johnson right now:"
X Link 2026-02-12T20:08Z 212.6K followers, [--] engagements
"RT @TheStalwart: Watching @MattZeitlin talking about his approach to looksmaxxing"
X Link 2026-02-12T21:02Z 209.5K followers, [--] engagements
"RT @jordihays: Were live with @hubermanlab right now:"
X Link 2026-02-12T22:09Z 209.5K followers, [--] engagements
"Okta CEO @toddmckinnon says the fears of people saying San Francisco is dead are totally overblown: How many people who moved to Miami are now coming back Is the government perfect No. Is any government perfect No. But it's an amazing place and all the people still want to come here. https://twitter.com/i/web/status/2022121606467006981 https://twitter.com/i/web/status/2022121606467006981"
X Link 2026-02-13T01:32Z 207.5K followers, [----] 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 2025-07-24T21:00Z 213K followers, 172.6K engagements
"How big can Hyperliquid get Finance as a whole - $HYPE CEO @chameleon_jeff Hyperliquid"
X Link 2025-10-22T20:33Z 213K followers, 437.3K engagements
"Clawdbot creator @steipete says Claude Opus is his favorite model but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude Code you need more tricks to get the same." "But character wise Opus behaves so good in a Discord it kind of feels like a human. I've only really experienced that with Opus." https://twitter.com/i/web/status/2016312458877821201 https://twitter.com/i/web/status/2016312458877821201"
X Link 2026-01-28T00:48Z 213.1K followers, 439K engagements
"Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a"
X Link 2026-01-29T16:30Z 213.1K followers, 942K engagements
"Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome. but the biggest prize is consumer. That is what's going to reach daily life for billions of people." "Think about all the little parts of daily life that are kind of annoying. Pay attention to whoever's in your life and ask: 'How could their daily life be a little bit easier'" https://twitter.com/i/web/status/2018036707149627767 https://twitter.com/i/web/status/2018036707149627767"
X Link 2026-02-01T19:00Z 213.1K followers, 226.2K engagements
"Happy Monday. On today's show: - @alexblania (World Coin) - @thsottiaux (OpenAI) - @donetodeath (Chris Black) - @ns123abc (Anon) - @markitecht (Day AI) - @jimsiders (Shield) - David Placek (Lexicon Branding) See you on the stream. Moltbook Nvidia OpenAI Deal Codex App Launch Coinbase vs Big Banks The Files. https://t.co/bdMvW3ExbA Moltbook Nvidia OpenAI Deal Codex App Launch Coinbase vs Big Banks The Files. https://t.co/bdMvW3ExbA"
X Link 2026-02-02T19:04Z 213.1K followers, 57.5K engagements
""Every company is now an API company whether they want to be or not." @sama answers the question: "Is software dead""
X Link 2026-02-05T23:03Z 213.1K followers, 109.5K engagements
"Super Bowl Ad Reactions New Ferrari Design China Deep Dive Jordi vs. France https://x.com/i/broadcasts/1vAxRQDXZDYJl https://x.com/i/broadcasts/1vAxRQDXZDYJl"
X Link 2026-02-09T18:56Z 213.1K followers, 37.8K engagements
"BREAKING: @kris founder & CEO of AI dot com is joining the show at 1p PT to discuss his latest domain purchase and viral Super Bowl ad"
X Link 2026-02-10T16:31Z 213.1K followers, 50.1K engagements
"NEWS: founder @kris says their Super Bowl ad generated [------] signups on the site http://AI.com http://AI.com"
X Link 2026-02-10T23:52Z 213.1K followers, 43.5K engagements
"The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more for a component. And if you're the tier-two supplier to me I'm incentivized to have you charge me more." "So for the last three decades [--] levels down the stack across the industry you've just seen it rot out. And what that means typically is that consumer electronics you can get for $50 you'll literally be charged $10000 for. - Mach Industries founder"
X Link 2026-02-11T01:08Z 213.1K followers, 95.7K engagements
"FULL INTERVIEW: Mach Industries founder @ethanrthornton joins TBPN to discuss the US defense industrial complex modern warfare US reliance on Taiwan asymmetric warfare and more. 00:00 - Why Ethan started Mach Industries 01:38 - Why the US cannot out-manufacture China 02:16 - Asymmetric warfare 04:41 - Drone warfare 06:24 - Hypersonic missiles 07:23 - The rise of decentralized warfare 08:31 - Taiwan semiconductors and why losing access would be existential 10:01 - Why future wars will be decided by logistics sensors and comms 16:23 - Why the defense industrial base is broken"
X Link 2026-02-11T01:58Z 213.1K followers, 35.6K engagements
"Trung Phan discovered the user @aakashgupta is posting an insane number of longposts on a daily basis with many racking up hundreds of thousands to millions of views. On Monday for example the account published [--] longposts of [---] to [---] words for a total of 10k words in the span of [--] minutes. On December [--] the account published [--] longposts. Trung says that every one of the account's longposts that he ran through Pangram was 100% AI-generated. Aakash denies the writing is AI-generated. Aakash Gupta is the top AI slop writer on X: [--]. Finds a viral post [--]. AI generates a take of 400-800"
X Link 2026-02-11T22:03Z 213.1K followers, 53.6K engagements
"Robinhood CEO @vladtenev says Robinhood Social is launching in the coming weeks with "whale tracking" so users can follow and copy trades from politicians and other traders like Nancy Pelosi:"
X Link 2026-02-12T00:40Z 213.1K followers, 451.7K engagements
"John on the the SaaSpocalypse: "There truly are platforms where yes you could vibe code it but the value in the asset is the liquidity on that platform. You can vibe code an Airbnb marketplace competitor but if there are no houses on there and they're all AI-generated you don't actually compete with Airbnb." "In many ways it's just a return to form: where are the true moats Intellectual property network effects scale economies regulatory." "There will be some software companies where you find out that it's like Duolingo where it's actually a game and people love the brand. That's been much"
X Link 2026-02-12T15:02Z 213.1K followers, 15.2K engagements
"BREAKING: @imsbhalodia has joined Console as Head of Security"
X Link 2026-02-12T17:38Z 213.1K followers, [----] engagements
"https://x.com/i/broadcasts/1mnxeNgNwwLKX https://x.com/i/broadcasts/1mnxeNgNwwLKX"
X Link 2026-02-12T18:58Z 213.1K followers, 68.1K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing