TBPN (@tbpn) / X

TBPN

10.5K posts

TBPN

@tbpn

Technology's daily show. Hosted by @johncoogan & @jordihays. Streaming live 11a-2p PT every weekday. Sign up for TBPN's daily newsletter at TBPN.com.

tbpn.com

Joined September 2024

Pinned
TBPN
@tbpn
15h
Happy Monday. On today's show: - @NoBickal (UFC) - @GavinSBaker (Atreides) - @leifthunder (Public) - @rfvivas (AppLovin) - @aginnt (Hydra Host) See you on the stream.
TBPN
@tbpn
15h
America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat Tops Benchmarks x.com/i/broadcasts/1…
REPLAY
TBPN
@tbpn
America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat Tops Benchmarks
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TBPN
@tbpn
7h
$SPCX was the most popular IPO ever on @public, according to Co-CEO @leifthunder. On its debut day, nearly half of all users who bought a stock purchased SpaceX. NVIDIA was the second most-traded stock that day, but SpaceX saw 533% more trading activity.
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TBPN
@tbpn
8h
.@GavinSBaker says most countries won't build their own frontier AI models, and will instead create sovereign AI by customizing open-source models around their language, culture, and values. "I think what sovereign AI will look like for essentially all countries, other than the
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TBPN
@tbpn
8h
Public Co-CEO @leifthunder explains why so many retail investors requested large IPO allocations but ended up receiving only one or two shares. "At the end of the day, when these retail allocations happen, it still mostly goes to the wealthy customers of the big banks and their
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TBPN
@tbpn
8h
UFC fighter @NoBickal, who won by knockout at UFC Freedom 250, says the fighting at the event felt way different than fighting in a typical UFC bout. "I come from a college wrestling background, so when you're competing in a home match, you've got 10-20,000 people that love you
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TBPN
@tbpn
9h
"There's a lot of shady stuff happening, it feels like." Atreides Management's @GavinSBaker worries about the "bottleneck bros": "Until the bottleneck bros and AI came along, there was not a lot happening in public small-cap land." "It does feel a little weird to me that you
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TBPN
@tbpn
9h
"The left won, and they don't even appreciate it. The world's first trillionaire has done more to solve environmental problems than everyone else on Earth combined." @GavinSBaker: "This is a 'Bond villain' who's decarbonizing the world (last time I checked, people on the left
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TBPN
@tbpn
9h
BREAKING: @FreyaWPetersen has joined Cursor as Head of Comms
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TBPN
@tbpn
9h
What happens to Chinese AI once American companies stop releasing frontier models internationally? @GavinSBaker says that China's made a "terrible mistake" by relying on its own chips and distilling American models: "It feels like the administration has been willing to let them
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TBPN
@tbpn
10h
Atreides' @GavinSBaker says that once Starship is reusable, the economics of orbital compute crush the economics of terrestrial compute. He lays out the math: "Once $SPCX can reuse Starship, the math for orbital compute becomes pretty compelling." "It's $60B to bring on a GW
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TBPN
@tbpn
10h
Atreides Management's @GavinSBaker says the bottleneck trade is nearing its end. "That was the game for the last year. The next game is what has enduring franchise value on the other side of these bottlenecks, whenever that is."
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TBPN
@tbpn
10h
John: "The tokenmaxxing/ token-minimizing thing is so silly." "Do you know where 'maxxing' comes from? It comes from gamer lingo — 'min-maxing.'" "You shouldn't be tokenmaxxing or token-minning. You should be token min-maxing." "The idea of min-maxing is, when you're in a
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Amir Efrati
@amir
Jun 12
new: Meta is doing a 180, trying to be vanguard of token-minimizing. 2 months ago Meta epitomized tokenmaxxing, on track to spend billions a year on claude etc.
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TBPN
@tbpn
15h
America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat Tops Benchmarks
REPLAY
TBPN
@tbpn
America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat Tops Benchmarks
19K