TBPN cover image

Diet TBPN: November 6, 2025

TBPN

00:00

OpenAI as a New Hyperscaler Advantage

Hosts consider whether OpenAI's hyperscaler-like position drives its desire for financing advantages and market concerns.

Play episode from 16:32
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app