TBPN

Netflix is making waves with its $82.7 billion acquisition of Warner Brothers, sparking talks about regulatory scrutiny and the future of theatrical releases. The hosts dive into how this deal may reshape Hollywood competition and analyze Warner's valuable IP. Meanwhile, they explore Apple’s leadership shakeup as it gears up for the AI era and discuss SpaceX's ambitious IPO plans. The conversation also flirts with the bizarre world of deepfakes and the future of legal AI in law firms, promising insights and humor throughout.

Keith Rabois, a veteran Silicon Valley investor, dives into the future of venture capital and the potential of AI to reshape industries. Emily Sundberg, a writer and director, shares insights on growing her successful newsletter into podcasting, expanding into California coverage. Film producer Adam Faze discusses the strategic implications of Netflix's acquisition of Warner Bros., highlighting the importance of IP and theatrical experiences. Lynn Martin sheds light on the NYSE's upcoming visibility events and market trends, forecasting a busy 2026 for IPOs.

Join the lively discussion as hosts broadcast live from the iconic New York Stock Exchange. They dive into Gemini's potential to dominate the LLM market and debate the monopoly risks facing giants like Google and OpenAI. Sparkling insights emerge on monetization strategies for Gemini Workspace and the flexibility of GPUs over TPUs. The conversation heats up with OpenAI's potential ads and high conversion rates from ChatGPT referrals. Don't miss their take on Meta's VR cuts, insider trading concerns, and the future of consumer vehicles!

Join market guru Jim Cramer, famed for his lively finance commentary on CNBC's Mad Money, as he shares insights on strategic stock picking and the advantages of monopolies in today's market. Eric Glyman, CEO of Ramp, discusses the entrepreneurial spirit of New York City and how it shapes his company's hiring approach. John Zito from Apollo Asset Management explains the nuances of private credit and its vital role in long-duration financing. Katie Deighton from The Wall Street Journal discusses brands navigating crises and the importance of owning their narratives in the age of social media.

The hosts delve into AWS's new Tranium 3 launch, emphasizing its performance advantages over conventional GPUs. A lively discussion ensues about the potential for AWS to buy Google’s TPUs. They debate hyperscalers' strategies to move away from NVIDIA dominance, sharing technical comparisons and the implications of a new AWS–Google partnership. A touching tribute to Claude the albino alligator lightens the mood. Finally, they explore Recursive Intelligence's $35M fundraise and the nuances of AI progress versus skepticism about reaching true AGI.

Harj Taggar, Managing Partner at Y Combinator, shares insights on how startups can effectively sell to both government and Fortune 500 companies, depending on their product type. Philip Ho, CEO of Absurd, dives into creating viral AI-generated marketing videos, detailing their rapid production process and success. Ali Attar from Lightberry discusses their innovative operating system that allows humanoid robots to interact naturally with humans, showcasing the future of robotics in public roles.

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.

Matt Garman, the CEO of AWS, shares exciting advancements at re:Invent 2025, including frontier agents and Trainium 3 to revolutionize AI training. Tae Kim, a senior writer at Barron's, delves into NVIDIA's unique culture under Jensen Huang and its competitive edge in the tech industry. Tarek Mansour, co-founder of Kalshi, reveals insights on their $1B funding and the rise of prediction markets. Meanwhile, Matt Mullenweg proudly discusses the launch of WordPress 6.9, championing open-source software freedom.

The discussion kicks off with a celebration of ChatGPT's three-year milestone and its evolving role in holiday shopping. AI is now a common topic at family gatherings, showcasing its societal impact. The hosts dissect Nvidia's remarkable stock surge and the ongoing debate around the MAG 7 companies. A provocative controversy involving David Sacks and the New York Times sparks a lively debate on tech regulation. They also explore OpenAI's new partnership with Thrive Holdings, and the push for AI to change industries both internally and externally.

Dylan Patel, a semiconductor analyst, dives into Google’s TPU strategy, exploring challenges with non-standard designs and the importance of open-source software. U.S. Representative Ro Khanna shares insights on AI policy, emphasizing economic equity and human-centered regulations. Jonathan Swerdlin discusses Function Health's innovative lab testing and imaging for personalized care. Cristóbal Valenzuela introduces Runway's advanced AI video generation model, while Vincent Weisser talks about his open 100B-parameter model, and Ben Hylak covers the evolving monitoring needs for AI agents.