TBPN $DJT Goes Nuclear, OpenAI in talks at $750B, 2025 Model Wars in Review | Brian Armstrong & Tarek Mansour, Simon Eskildsen
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Dec 18, 2025 
This discussion features Brian Armstrong, CEO of Coinbase, known for driving mainstream crypto adoption, who shares insights on their innovative 'Everything Exchange' and predictive markets. Alongside him is Simon Hørup Eskildsen, CEO of TurboPuffer, who highlights their new investor Thrive Capital and the importance of prioritizing customer satisfaction over fundraising metrics. The conversation dives into the challenges of scaling infrastructure, legal complexities in prediction markets, and the evolving landscape of AI-driven product development.
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OpenAI's Private Markets Diverge From Public Sentiment
- OpenAI fundraising chatter implies private investors may value internal metrics differently than public markets.
- The company appears to be stabilizing after a period of market skepticism, driven by product and model updates.
Measure Models By Real-World Value, Not Only Benchmarks
- Don't expect model benchmarks alone to settle winner-takes-all narratives; benchmarks saturate and lose usefulness.
- Focus on real-world product adoption and multi-dimensional capabilities beyond single benchmarks.
2025 Marked A Frenetic Model Arms Race
- 2025 saw intense model competition with rapid successive releases across firms.
- The cadence suggests companies are fighting for benchmarks and market share rather than settling into annual cycles.