TBPN Diet TBPN: October 20th, 2025
64 snips
Oct 21, 2025 Tyler and Jordy dive into the latest trends in AI, discussing Karpathy's take on 'AI slop' and the long-term implications of OpenAI's partnerships. They also explore the geopolitical shifts with NVIDIA exiting China and the US trying to gain tech supply independence. The duo humorously tackles the absurdity of celebrity AGI predictions while reflecting on the extreme beliefs about AI's potential impact. Plus, hear about Starbucks' AI integration in stores and Uber's innovative digital tasks for drivers, all wrapped up with a dash of heist drama from the Louvre!
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Vet AI Monetization Before Betting On CapEx
- Consider where AI revenue will come from before assuming massive CapEx is sustainable; partnerships matter.
- Note OpenAI's deals with Etsy and Walmart but not Amazon or eBay when assessing monetization paths.
Economic Risk Could Drive An AI Pullback
- Financial shocks or leverage-driven busts could damage AI investments even if technology continues advancing.
- Economic and policy factors may trigger a market correction unrelated to technical progress.
Brazen Louvre Jewel Heist
- Tyler and Jordy discuss the brazen Louvre heist where thieves stole royal jewels using angle grinders and a window entry.
- They note dropped and damaged items, and mock the thieves' clumsy execution and failed truck burn attempt.