TBPN The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
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Dec 3, 2025 Discover the fascinating rise of Reinmttal as it transforms from weapons to trains and thrives amid the Ukraine war. Dive into OpenAI's 'Code Red' leak, where internal tensions about strategy come to light. Explore the fierce competition between OpenAI and Gemini, with debates on performance, prioritization, and market dynamics. Also, hear about notable investor moves and the potential impact of AI leadership changes at Apple. Tune in for an insightful discussion on the state of the tech landscape and the challenges ahead.
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Rheinmetall’s Historic Reboot
- Rheinmetall's century-long history positioned it to scale rapidly once Europe rearmed after 2022.
- The company's market cap jumped from ~$5B to ~$80B driven by artillery production and geopolitical demand.
Policy Shift Fueled Defense Boom
- Olaf Scholz's 2022 'Zeitenwende' speech triggered massive European defense spending increases.
- That structural policy shift created a multi-year tailwind for defense suppliers like Rheinmetall.
CEO Targeted, Factory Expansion
- Armin Papperger faced an assassination plot and opened a factory boosting artillery shell production beyond U.S. industry capacity.
- That combination increased Rheinmetall's strategic importance to Europe's rearmament effort.