TBPN Diet TBPN: November 7, 2025
54 snips
Nov 8, 2025 
Tyler Cosgrove, an early-stage investor and AI-focused commentator, shares his insights on major players in AI with a unique slide mapping their AGI conviction. He delves into the timeline implications of AGI on the economy and job market. The discussion also touches on the risks of government-backed lending for tech firms, new developments in Tesla's chip supply dynamics, and the impact of Asian companies on semiconductor production. Listeners will also find humor in the hosts' banter about unexpected tech trends and market fluctuations.
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OpenAI Urged Manufacturing Classification
- OpenAI advocated treating AI data centers as manufacturing to access federal incentives.
- That recommendation conflicts with public comments denying government guarantees and creates optics risk.
Government Help Is Rational But Risky
- Asking government help can be a fiduciary duty for companies seeking capital and scale.
- But claiming you don't want guarantees while lobbying for them creates bad optics and trust issues.
Prefer Infrastructure Support Over Data Center Loans
- Avoid government-backed data center lending without clear ROI because chips depreciate fast.
- Subsidize energy and infrastructure instead of underwriting risky compute bets to reduce moral hazard.