
TBPN In-Car Surveillance, Goblin-Mode, Jon Gray from Blackstone Joins | Colleen Aubrey, Anthony Liguori, Colin Zima, Alex Epstein, Shira Lazar, Anshul Gupta, Apurva Shrivastava, Bubble Boi
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Apr 28, 2026 Jon Gray, Blackstone’s president, talks trillion-dollar investing, AI’s winners, and why power and data centers stand out. Colin Zima, Omni Analytics cofounder, gets into semantic layers and practical AI for business data. Alex Epstein, energy author, debates Hormuz and oil shocks. Shira Lazar, digital media entrepreneur, breaks down niche creators, clipping, and modern influence. Bubble Boi, semi market anon, dives into AI capex and chip packaging.
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AI Analytics Needs A Company Specific Semantic Layer
- Colin Zima says AI analytics only works reliably when it sits on a business-specific semantic layer that explains how a company actually measures things.
- Without that layer, models can recompute metrics like ARR differently each query, wasting money and returning inconsistent answers.
Alex Epstein Burned Half A Tesla Battery On One Query
- Alex Epstein says he built an internal policy AI and one query about Hormuz consumed 48 kilowatt-hours of compute.
- He compares that to half a Tesla battery and says heavy energy use is worth it when AI produces high-value research and lobbying output.
Solar Still Saves Fuel More Than It Replaces Power
- Alex Epstein says today's solar is mainly a fuel-saving technology, not a true on-demand power source, because night and multi-day weather gaps are brutal.
- He argues reliable solar would require massive panel overbuild plus multi-day batteries, while space-mirror experiments remain speculative but worth trying.








