TBPN GameStop + eBay, Neural Computers | Nat Eliason, Michael York, Maddie Hall, Anjney Midha, Ben Lamm, Jake Stauch, Garth Sheldon-Coulson, Katie Haun, Nick Abouzeid
78 snips
May 4, 2026 
Nat Eliason, entrepreneur and writer at Alpha School, talks AI-run learning and a founder track for ambitious teens. Michael York, Casa CEO and former Uber operator, shares a Carfax-for-houses vision. Maddie Hall, Living Carbon co-founder, covers engineered trees and giant reforestation bets. Anjney Midha, AI infrastructure investor, debates neural computers and the GameStop-eBay saga. Katie Haun, crypto investor and ex-prosecutor, dives into stablecoins and prediction markets.
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Living Carbon Sells Reforestation To Offset AI Emissions
- Living Carbon restores degraded U.S. land into forests that generate carbon credits or sustainable forest products for major buyers like Microsoft, Google, and Meta.
- Maddie Hall says its current 25,000-acre Appalachia project could offset San Francisco’s annual emissions, while the new Octopus deal could scale that toward New York City-sized impact.
The GameStop eBay Bull Case Is Cost Cuts Plus Verification
- Anjney Midha argues GameStop buying eBay makes sense if Ryan Cohen can cut roughly $2 billion of bloated marketing that only added about one million users.
- He also sees a stronger collectibles moat: eBay has liquidity, while GameStop’s 1,600 stores could physically verify rare goods for AI-agent commerce where fraud is the key bottleneck.
AMP Wants To Become The Compute Grid
- Anjney Midha says AI’s scarcest input is compute, and many clusters are badly underutilized, so AMP wants to pool supply and lease it efficiently to independent labs.
- He compares the moment to 1885 industrial England: everyone runs half-used generators, while the real opportunity is building the shared grid.
