TBPN

Marc Andreessen & Ilya Sutskever Host TBPN, Mag 7 Earnings Recap | Aydin Senkut, Dean Ball, Shreya Murthy, Lulu Meservey & Gaby Goldberg, Jakob Diepenbrock, Shishir Mehrotra, Karri Saarinen

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Oct 31, 2025
Dean Ball, a former Senior Policy Advisor for AI at the White House, discusses the complex landscape of AI regulation and the tension between state and federal initiatives. Aydin Senkut, from Felicis Ventures, shares insights on his transition from Google's product management to venture capital, highlighting successful startups he backed. Jakob Diepenbrock presents exciting trends from his demo days featuring innovations in energy and deep tech. Karri Saarinen envisions a future of self-driving SaaS, while Shreya Murthy explores how her platform, Partiful, harnesses community dynamics for event discovery.
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Amazon Regains AI Narrative Momentum

  • Amazon's AI and chip efforts (Trainium) are scaling and recapturing narrative momentum after earlier skepticism.
  • Competing TPU and Trainium deployments signal multi-cloud buying rather than single-cloud dominance.
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Microsoft's OpenAI Deal Is A Distribution Edge

  • Microsoft’s OpenAI partnership gives it unmatched distribution for workplace AI products.
  • Model-agnostic strategy and Office integration create durable enterprise advantage.
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Meta: Strong Core, Unclear AI Payoff

  • Meta's core ad business is strong but its AI/hardware vision raises investor doubts.
  • Large AI hires and spending add execution risk without clear near-term monetization.
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