TBPN Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
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Aug 16, 2025 Delian Asparouhov, an investor at Varda focusing on re-industrialization, and Everett Randle from Kleiner Perkins, specializing in AI companies, dive into a riveting discussion on the Sam Altman-Elon Musk feud, critiquing Apple's App Store. They unpack the UFC's monumental $7.7 billion deal with Paramount and explore Apple’s plans to revolutionize home AI with a robotic Siri. The podcast also features lively debates on investment strategies in high-margin software versus industrial sectors and the ethical implications of disruptive technologies.
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App Store Editorials Shape AI Discovery
- Apple’s App Store editorial choices shape AI app discovery beyond raw rankings.
- Charts, categories, and editor features can hide capable apps like Grok from mainstream visibility.
Live App Store Check Reveals Ranking Oddities
- Jordy notes ChatGPT sat at number one while Grok ranked lower despite capabilities.
- Hosts used live App Store checks to illustrate how discovery differs across categories and countries.
Public Spats Amplify AI Rivalry
- Sam Altman and Elon Musk used public posts to accuse each other of algorithmic favoritism.
- Social platforms amplify narratives that influence public perception of AI competition.
