TBPN

NVIDIA’s big GPU deal with Thinking Machines and what chip-for-equity moves mean for AI labs. Meta’s purchase of Moldbook and the strategic play around agent social networks and talent. Debate over BYD eyeing Formula One and whether racing boosts a carmaker’s global brand. Token budgeting, AI code-review tools, and the shifting economics of developer AI stacks.

Scott Hickle, CEO of Throne Science, building a hands-free toilet health monitor. Jagdeep Singh, co-founder of Roda AI, training robots with internet-scale video. Allan McLennan, media exec, on AI-enabled content production. Max Junestrand, CEO of Legora, on legal AI scale-up. Adam Goldstein, founder of Archer, on eVTOLs and Olympic plans. Olivia Moore, a16z partner, on consumer generative AI and rising agent apps.

Alex Epstein, author and energy policy analyst who champions pragmatic fossil fuel strategies. He discusses the Iran conflict’s threat to the Strait of Hormuz and why that chokepoint could trigger global oil shocks. Conversation covers why rerouting is impractical, options to keep the Strait open, allied convoys and insurance schemes, spare capacity limits, SPR constraints, and deeper Canada energy ties.

Coverage of shipping disruptions in the Strait of Hormuz and how vessels are masking identities. A look at oil price spikes, market panic metrics, and potential macro effects on inflation and Fed policy. Discussion of how higher oil and rates could slow data center construction and AI buildouts. A witty LA heat weather bit and a breakdown of Sundar Pichai’s new pay package and stock awards.

Michelle Volz, founder of PAX VC investing in foundational hard-tech. Alex Epstein, energy commentator analyzing Hormuz, oil shocks, and policy responses. Eoghan McCabe, Intercom CEO on FIN and expanding AI agents across customer lifecycle. Julien Bek, Sequoia partner on AI shifting software to outcome-driven models. Charles Lamanna, Microsoft exec on Copilot Cowork and enterprise agent platforms. Dr. Alex Wissner-Gross on fruit fly whole-brain upload progress.

Rapid reactions to GPT-5.4 and how it stacks up against prior models. Breakthrough AI moments and surprising performance gains on coding and agents. Discussion of AI’s effects on jobs and career adaptation. Geopolitical fallout from the Iran conflict and its impact on oil markets. Real estate oddities and secretive high-end sales in Palm Springs and Manhattan.

Max Hodak, biomedical engineer and Science Corp. founder, on retinal prosthesis and BCI progress. Vincenzo Landino, video-strategy entrepreneur, on Apple’s F1 media play and cross-platform fan engagement. Doug DeMuro, car reviewer and Cars & Bids founder, on Ferrari’s EV, collector market shifts, and EV tradeoffs. They riff on tech, racing, and the future of vehicles in short, lively takes.

Discussion of Daniel Gross’ AGI predictions and the big questions they raise. A look at how infrastructure like chips and transformers captured AI-era value. Deep dive into materials and data center bottlenecks, including copper and transformer lead times. Coverage of semiconductor geopolitics, US chip export policy moves, and rumors around a massive SpaceX IPO.

Cameron McCord, CEO of Nominal, builds hardware testing software and just closed an $80M round. Christian Howell, CEO of Cognito Therapeutics and former Navy officer, develops a noninvasive light-and-sound therapy for Alzheimer’s. Max Haot, CEO of Vast, pursues a commercial space station. Dan Primack, Axios business editor, dissects VC, IPO and private-market dynamics. Mark Gurman, Bloomberg tech journalist, breaks down Apple product timing and AI rollout delays.

A fast roundup of Apple’s new low-cost MacBook Neo, its specs, price positioning, and memory trade-offs for running local LLMs. A look at DRAM shortages, TSMC fab plans, and how AI demand reshapes hardware supply. Coverage of OpenAI’s Pentagon deal and the PR fallout, plus Anthropic’s supply-chain controversy and investor silence. Quick takes on market swings, tech media traffic drops, and a viral Wendy’s marketing moment.