TBPN Diet TBPN: November 4, 2025
30 snips
Nov 5, 2025 In a lively discussion, hosts delve into Sequoia's leadership shift and Anthropic's bold growth forecasts. They compare OpenAI's hefty spending to Anthropic's more frugal approach. The rise of NVIDIA's market cap sparks intrigue, alongside debates on job impacts from ChatGPT. Notably, they analyze Palantir's surprising stock reactions and explore the tech race dynamics between the US and China. Plus, a glimpse into a fully autonomous fighter jet flight and the increasing integration of AI in music. Finally, they tackle challenges in the restaurant sector and the future of stablecoins.
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Anthropic's Bold Profitability Bet
- Anthropic projects aggressive growth and claims profitability much earlier than OpenAI, forecasting up to $70B revenue by 2028.
- Their plan spends far less upfront than OpenAI's $115B projection, suggesting different scaling strategies.
NVIDIA's Meteoric Valuation Shift
- NVIDIA's rise from $100B to multi-trillion market caps surprised many and reframed AI investing narratives.
- Historical skepticism about NVIDIA now looks misplaced given its central role in AI infrastructure.
AI Job Fears Entangled With Macro Trends
- Job displacement debate from ChatGPT overlaps with macro trends like interest rates and CEO behavior, not solely AI capability.
- CEOs may hire or cut with an AI narrative irrespective of current productivity gains.