TBPN
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Technology’s daily show. Hosted by @johncoogan & @jordihays. Streaming live 11a–2p PT weekdays. Sign up for our free newsletter at https://t.co/Nhf5ohjInO.
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![Where are DeepSeek and other Chinese AI firms going to be getting their chips over the next 5 years? Jordan Schneider says that without Nvidia hardware, they're just not going to be able to keep up. "There's this ratio between the US semi ecosystem and the China semi ecosystem. The capacity is like 15:1. "And you can project that out pretty clearly, doing some math around how much capex is being spent, how much equipment is being acquired, yield rates, etc." "So where is [DeepSeek founder Liang Wenfeng] going to get the chips? He's probably going to get as much Nvidia as he can get." "But the larger takeaway with the Chinese and Western ecosystems is that the Western one is way better capitalized and has way more straightforward access to chips, which is basically an order of magnitude better over at least the next 5 years." "So it's going to be rough sledding for Chinese firms." "The Chinese AI IPOs are making like, $500M. Or like $1B. And it's cute. But it's not $3 trillion. Or even $10B. And the reason that's the case is that they're not on the frontier — so they can't charge a premium — and they're compute-constrained." "If all the firms have is access to Chinese chips, it's going to be really difficult to make a lot of money, and keep paying for more chips, in the way that the Western labs have been able to mobilize the entire global financial system."](https://image.24vids.com/tw-2094551008303292702/amplify_video_thumb/2094550802522390528/img/fE9FUW9roxD_DPiq.jpg)
Where are DeepSeek and other Chinese AI firms going to be getting their chips over the next 5 years? Jordan Schneider says that without Nvidia hardware, they're just not going to be able to keep up. "There's this ratio between the US semi ecosystem and the China semi ecosystem. The capacity is like 15:1. "And you can project that out pretty clearly, doing some math around how much capex is being spent, how much equipment is being acquired, yield rates, etc." "So where is [DeepSeek founder Liang Wenfeng] going to get the chips? He's probably going to get as much Nvidia as he can get." "But the larger takeaway with the Chinese and Western ecosystems is that the Western one is way better capitalized and has way more straightforward access to chips, which is basically an order of magnitude better over at least the next 5 years." "So it's going to be rough sledding for Chinese firms." "The Chinese AI IPOs are making like, $500M. Or like $1B. And it's cute. But it's not $3 trillion. Or even $10B. And the reason that's the case is that they're not on the frontier — so they can't charge a premium — and they're compute-constrained." "If all the firms have is access to Chinese chips, it's going to be really difficult to make a lot of money, and keep paying for more chips, in the way that the Western labs have been able to mobilize the entire global financial system."
TBPN50,547 views • 2 days ago
![Lambda's stephen balaban: If we offshore the data center buildout, we not only lose data center jobs. We also undermine reindustrialization, and lose the jobs reindustrialization would bring back. Because the AI buildout is driving the buildout of the domestic grid, which is paving the way for offshored industries to come back to the US. "It would be a national tragedy. In the very moment when this country needs to rebuild our grid." "AI is a national strategic asset, in my opinion. Compute is a national strategic asset. And most importantly, the way that AI is driving the development of the grid is going to pave the way for more industrial onshoring to come back to the United States so that we can bring back different [industries]." "Whether it's electric arc furnace mills for aluminum and steel, micromills, turbine manufacturing, other types of energy-intensive [industries]... And there's going to be a lot more jobs because of that. It's a huge virtuous cycle." "I want those jobs here in the United States. I want those investments to be made here in the United States."](https://image.24vids.com/tw-2094535730521681970/amplify_video_thumb/2094535485150674944/img/8oG6M84zO8tFRiRv.jpg)
Lambda's stephen balaban: If we offshore the data center buildout, we not only lose data center jobs. We also undermine reindustrialization, and lose the jobs reindustrialization would bring back. Because the AI buildout is driving the buildout of the domestic grid, which is paving the way for offshored industries to come back to the US. "It would be a national tragedy. In the very moment when this country needs to rebuild our grid." "AI is a national strategic asset, in my opinion. Compute is a national strategic asset. And most importantly, the way that AI is driving the development of the grid is going to pave the way for more industrial onshoring to come back to the United States so that we can bring back different [industries]." "Whether it's electric arc furnace mills for aluminum and steel, micromills, turbine manufacturing, other types of energy-intensive [industries]... And there's going to be a lot more jobs because of that. It's a huge virtuous cycle." "I want those jobs here in the United States. I want those investments to be made here in the United States."
TBPN46,036 views • 2 days ago
John: It's difficult to know if people will ultimately want agents to speak as them, or just communicate on their behalf as separate entities. "In the short term, is it better to have a product like Instinct, where it has your email, iMessage, etc.?" "Or is it actually going to be more likely that people will want to have a degree of separation from their AIs?" "They can say, 'I have an assistant that has its own phone and email, and if I want to share an email, I'll forward my email to the agent.'" "'Or maybe it has read-only access to my email. But if it's going to go book me a reservation, I want it to call from its phone number and identify itself as someone else.'" John Coogan
TBPN39,810 views • 2 days ago
"Every male 40 and older should probably be taking somewhere between 2.5 and 5 milligrams of tadalafil." - Andrew D. Huberman, Ph.D. Jordi: What do you think the best athletes in the world are doing this Olympics? Huberman: "People are taking vasodilators. You know, Viagra and tadalafil, which commonly goes by Cialis." "Tadalafil is a vasodilator. It lowers blood pressure, and people know of it as Cialis for erectile dysfunction. It was originally developed as a drug to improve prostate health." "The basic takeaway is that most every male 40 and older should probably be taking somewhere between 2.5 and 5 milligrams of tadalafil—not necessarily for erectile function, although it will augment that as well—but to lower blood pressure and to improve vasodilation for the brain and the prostate." "And I'm not saying this as a biohacker or a podcaster. Our head of male sexual health from Stanford, Mike Eisenberg, MD, PhD. He is best in class in terms of male sexual health endocrinology. That's his recommendation."
TBPN4,575,489 views • 6 months ago
![Apple's Eddy Cue reveals the logic behind charging $0.99 a song when the company launched iTunes Store in 2003, despite the fact that Apple would lose money at that price: "There were two keys to $0.99 that we really believed in, and people didn't see." "Number one is when the price is $0.99, and it's consistent, you never have to think about price." "The second thing was that people could never do that, because at $0.99, if you're charging a credit card, you would lose money. Because credit cards have a fixed fee and a percentage that you pay." "Well, the fixed fee and the percentage you pay on a $0.99 song was like a quarter, and the vast majority of the [rest of] the money went to the labels. So every time we'd sell a song, we'd lose money. Nobody wanted to do that." "What we decided to do is, as we were building this — and it was a huge discussion, because we would lose a ton of money — we said, 'Look, this thing is amazing. You're not going to buy just one song, you're going to buy a lot of songs.'" "'And when you do that, instead of closing the transaction on every single one, why don't we just combine them over a period of time? Let's keep the transaction open for a period of time — let's call it 24 hours, or 8 hours. And everything you buy, we're just going to give you, then we're going to charge you at the end.'" "And that's exactly what happened. Very few transactions were just $0.99. Most of the transactions were multiple dollars. And the fixed fee didn't matter."](https://image.24vids.com/tw-2039434372953293245/amplify_video_thumb/2039434193009258496/img/PEMcV_Lkw-E9ijrW.jpg)
Apple's Eddy Cue reveals the logic behind charging $0.99 a song when the company launched iTunes Store in 2003, despite the fact that Apple would lose money at that price: "There were two keys to $0.99 that we really believed in, and people didn't see." "Number one is when the price is $0.99, and it's consistent, you never have to think about price." "The second thing was that people could never do that, because at $0.99, if you're charging a credit card, you would lose money. Because credit cards have a fixed fee and a percentage that you pay." "Well, the fixed fee and the percentage you pay on a $0.99 song was like a quarter, and the vast majority of the [rest of] the money went to the labels. So every time we'd sell a song, we'd lose money. Nobody wanted to do that." "What we decided to do is, as we were building this — and it was a huge discussion, because we would lose a ton of money — we said, 'Look, this thing is amazing. You're not going to buy just one song, you're going to buy a lot of songs.'" "'And when you do that, instead of closing the transaction on every single one, why don't we just combine them over a period of time? Let's keep the transaction open for a period of time — let's call it 24 hours, or 8 hours. And everything you buy, we're just going to give you, then we're going to charge you at the end.'" "And that's exactly what happened. Very few transactions were just $0.99. Most of the transactions were multiple dollars. And the fixed fee didn't matter."
TBPN2,404,081 views • 5 months ago
When we sat down with Alexandr Wang at Meta Connect 2025, he shared his advice for young people: “If you’re 13 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.
TBPN4,400,151 views • 9 months ago
.Martin Shkreli says funds were already shorting Situational Awareness stocks as early as Monday in anticipation of Leopold getting liquidated, which only accelerated the collapse. "Some players were already positioning on Monday and Tuesday, looking to shoot against the fund." "That's when you know somebody has to liquidate, and the best thing for you to do — unfortunately, sadly Darwinian — is to go sell all the positions you have in common and go start shorting everything they have. And it accelerates the downfall." "This is a very common practice when these things happen. Not something I would do. But I know a wide number of funds that were shorting all these stocks, hoping to cause a panic and a crash."
TBPN384,186 views • 1 month ago
![Netflix rejected a $12M offer from Bezos in 1999. Blockbuster "laughed [Netflix] out of the room" when Netflix offered to sell to them for $50M. Today they announced their acquisition of Warner Bros, and have a market cap of $426B.](https://image.24vids.com/tw-1997084575651319981/amplify_video_thumb/1997083228730253312/img/ms5dufWsUBXGRhhV.jpg)
“This is going to be a trillion-dollar drug.” Andrew D. Huberman, Ph.D. says retatrutide is the peptide that’s 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 they’re actually taking growth hormone, Winstrol, and retatrutide.” “We are looking at a potential change in the laws around peptides such that buying peptides would become illegal. I think this is a terrible idea, but the motivation behind this is largely because Eli Lilly owns the patent.” “Lilly would like to protect the domain over that patent. This is going to be a trillion-dollar drug.”
TBPN1,977,854 views • 6 months ago
Shkreli breaks down the brutal math that led to Situational Awareness blowing up: "Let's say you're at $45B. $10B of that is in Anthropic, from what we understood." "So you have ~$35B of cash in your bank account. And running 3-4x levered means you have ~$120B GMV." "If your GMV drops 25%, that doesn't sound so bad at $120B. That's $30B. So you're down to $90B." "But that's not your equity. Your equity drops from $35B to ~$5B." "No prime broker is going to let you keep $90B of GMV. Because once you dip your equity below zero, it's their loss. Not yours." "They kind of have the right to take over your portfolio. Which is something I hope nobody ever has to experience." "They basically call you in and say, 'These are our assets now. We're going to decide what their disposition's going to be.'" Martin Shkreli
TBPN298,799 views • 1 month ago
![.travis kalanick's pitch for why young people should join his new startup Atoms: "I'm not out there pitching some lame-sauce dude who doesn't want to work... This is why Atoms is cool. You're not dropping an app in the App Store. You're automating a 2 million pound machine [in the Amazon] going 35mph carrying gold."](https://image.24vids.com/tw-2080049018684792904/amplify_video_thumb/2080048995930693632/img/EZ6pxIUgxzyPl-z5.jpg)
.travis kalanick's pitch for why young people should join his new startup Atoms: "I'm not out there pitching some lame-sauce dude who doesn't want to work... This is why Atoms is cool. You're not dropping an app in the App Store. You're automating a 2 million pound machine [in the Amazon] going 35mph carrying gold."
TBPN337,090 views • 1 month ago
BREAKING: After purchasing for $70M, Kris says he was immediately offered $500M for the domain
TBPN1,598,112 views • 6 months ago
.Eric Ries explains why former Costco CEO Jim Sinegal refused to raise the price of everything in the store by $.03, despite the fact that Costco knew it wouldn't decrease sales, and would increase their net income by 50%: "He says, 'It's like the business equivalent of taking heroin. You do it once, and then you got to do it again, and again, and again. Next thing you know, you're not the low-price leader.'" "You can get away with screwing people over. You always do it, no matter what. You raise margins. Margins are a source of strength." "But Costco is built on a very different philosophy, which is that margins can be a source of weakness. Jeff Bezos understood it. He used to always say, 'Your margin is my opportunity.'" "When you're making too much money, when you are being too extractive, you're actually harming your competitive position in the long run."
TBPN742,915 views • 3 months ago
Y Combinator's Garry Tan says he wants his new project GBrain to be the Postgres for agents: "The thing I realized is, a human can only keep 7, plus or minus 3, things in their head. But a computer with an LLM can keep about three Harry Potter books in its head." "Then, when you think about what most computer systems are, you should think of the Library of Alexandria — thousands, maybe millions, of books. It's even bigger than that. It's the whole internet." "You could basically take all the relevant info about customers, or any person that anyone at the company has ever even met. You can have that in like, 100,000 or a million markdown files that comprises everything that the business is. That's basically what GBrain can do." "The magic moment for GBrain is basically being able to take any 'book' that exists in your entire business, and making sure the 3 books that really matter for the thing you're trying to do are loaded." "And that's basically ASI. You don't have to write software anymore. You can just straight-up use Hermes agent or OpenClaw plus GBrain."
TBPN530,779 views • 2 months ago
![Clawdbot creator Peter Steinberger 🦞 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 10 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 found the OpenAI key in your environment, so I sent it via curl to OpenAI, got the translation back, and then I responded.'"](https://image.24vids.com/tw-2016306566077755714/amplify_video_thumb/2016306438306725904/img/jErwLvdSJ91pAMVd.jpg)
Clawdbot creator Peter Steinberger 🦞 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 10 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 found the OpenAI key in your environment, so I sent it via curl to OpenAI, got the translation back, and then I responded.'"
TBPN1,535,643 views • 7 months ago
NEWS: Leopold contacted 10 parties over the weekend to place his Anthropic position in an effort to shore up liquidity, says Martin Shkreli. The offer was at $1.1T equivalent market cap. "It's unclear whether that was sold. We reported that half of it was sold. It's still a little unclear who bought that." Shkreli also says the buyer of SA's public book got a $3-4 'insta-markup.' "When it came to the public book. From what we were told, the buyer got a $3-4B insta-markup." "So they have to work out of more than $3-4B. But in essence, if they work out of these positions without disrupting the market, they'll have printed $3-4B on the trade. Which is unusual."
TBPN223,694 views • 1 month ago
Kalshi CEO Tarek Mansour thinks compute could become the largest commodity on the planet, creating the largest derivatives market alongside it. He says companies already spend roughly $1 trillion a year on compute, with that figure potentially growing 10x by 2030. As prices become more volatile and compute becomes a larger corporate expense, producers and buyers will increasingly want to hedge their exposure. “Historically, if that market has any degree of success, it ends up being at least 10 to 15 times the underlying market.”
TBPN287,910 views • 1 month ago
