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TBPN Event Log
435 events · every action logged · append-only
All
Key events
🐦 Twitter
2026-03-09
📦
archive processed ·
Archived: AI's Napster era, Alex Honnold, ChatGPT Ads | Diet TBPN
NA
📺
youtube publish ·
AI's Napster era, Alex Honnold, ChatGPT Ads | Diet TBPN
NA
🔮
prediction ·
AI personal assistants will become mainstream, driving token demand up 10x
NA
🔮
prediction ·
MoltBot could raise $100 million at a $1 billion valuation
NA
🔮
prediction ·
Meta will launch premium subscription plans for its apps soon
2026-03-09
📦
archive processed ·
Archived: Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN
NA
📺
youtube publish ·
Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN
NA
🔮
prediction ·
Netflix will carve out a unique value proposition by remaining UGC‑free while YouTube continues to g
NA
🔮
prediction ·
Saudi Arabia may postpone the 2029 Asian Winter Games due to funding constraints.
NA
🔮
prediction ·
The USAT stablecoin will become a significant competitor to USDC in the U.S. market.
2026-03-09
📦
archive processed ·
Archived: Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN
NA
📺
youtube publish ·
Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN
NA
🔮
prediction ·
Meta will ship AI products across its platforms within the next few months.
NA
🔮
prediction ·
Tesla will scale Optimus production to a million units per year in the near term.
NA
🔮
prediction ·
SpaceX and XAI will merge into one company before the end of the year.
2026-03-09
📦
archive processed ·
Archived: Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
NA
📺
youtube publish ·
Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
NA
🏠
mansion ·
Mansion Section: Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapo
NA
🔮
prediction ·
Google’s action will remove 9 million Android devices from IP Idea’s network
NA
🔮
prediction ·
Warsh will pursue rate cuts while shrinking the Fed balance sheet
2026-03-09
📦
archive processed ·
Archived: Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet
NA
📺
youtube publish ·
Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN
NA
🔮
prediction ·
SpaceX’s IPO could raise $50 B and reach a valuation of $1.5 T.
NA
🔮
prediction ·
OpenAI may launch a physical AI pen or similar hardware product.
2026-03-09
📦
archive processed ·
Archived: Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
NA
📺
youtube publish ·
Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
NA
🔮
prediction ·
AI summarization features (like Grok) will become standard on YouTube and X posts
NA
🔮
prediction ·
Moldbook will eventually list on the New York Stock Exchange
2026-03-09
📦
archive processed ·
Archived: Moltbook and the Zombie Internet
NA
📺
youtube publish ·
Moltbook and the Zombie Internet
NA
🔮
prediction ·
Bitcoin could reach $73,000 as the Dow hits a record high.
NA
🔮
prediction ·
PayPal will become the first digital wallet embedded directly into ChatGPT by 2026.
2026-03-09
📦
archive processed ·
Archived: SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
NA
📺
youtube publish ·
SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
NA
🔮
prediction ·
OpenAI’s lack of a Super Bowl ad will be perceived as a strategic retreat by industry observers.
NA
🔮
prediction ·
Claude will climb to the top of the App Store charts immediately after the Super Bowl.
2026-03-09
📦
archive processed ·
Archived: Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads
NA
📺
youtube publish ·
Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads
NA
🔮
prediction ·
Gastown could become a mainstream developer tool, reducing coding time from hours to days.
NA
🔮
prediction ·
Walmart’s e‑commerce and AI investments will keep its valuation above $1 trillion for the next 12 mo
NA
🔮
prediction ·
Claude will climb the app store charts after the Super Bowl ads raise awareness.
2026-03-09
📦
archive processed ·
Archived: Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
NA
📺
youtube publish ·
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
NA
🔮
prediction ·
The ads may trigger regulatory backlash or a public ban on certain advertising practices.
NA
🔮
prediction ·
Claude’s user base could skyrocket due to ad exposure.
NA
🔮
prediction ·
Anthropic will launch ads soon, potentially within weeks of the Super Bowl.
2026-03-09
📦
archive processed ·
Archived: Anthropic's secret strategy behind its Super Bowl ad campaign
NA
📺
youtube publish ·
Anthropic's secret strategy behind its Super Bowl ad campaign
2026-03-09
📦
archive processed ·
Archived: Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
NA
📺
youtube publish ·
Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
NA
🔮
prediction ·
If hyperscalers do not secure capacity from TSMC, they could lose billions in foregone revenue as AI
NA
🔮
prediction ·
Chip bottleneck will dominate AI scaling now but may shift to energy constraints by 2027.
2026-03-09
📦
archive processed ·
Archived: The Hidden Supply Chain Crisis Behind AI Hype
NA
📺
youtube publish ·
The Hidden Supply Chain Crisis Behind AI Hype
NA
🔮
prediction ·
Amazon’s $200B CapEx will push its AI infrastructure to the top tier of hyperscalers.
NA
🔮
prediction ·
Space-based data centers will become operational in 30–36 months.
NA
🔮
prediction ·
AI chip bottleneck will be the primary constraint for the next few years.
2026-03-09
📦
archive processed ·
Archived: The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
NA
📺
youtube publish ·
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
NA
🔮
prediction ·
OpenAI will roll out more integrated advertising across its products in the next quarter
NA
🔮
prediction ·
Claude with ads wrapper will be taken down later today
2026-03-09
📦
archive processed ·
Archived: Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
NA
📺
youtube publish ·
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
NA
🔮
prediction ·
Grimes might perform a space‑walk stunt to boost investor confidence.
NA
🔮
prediction ·
The investment banking fee for the deal could reach $400 million.
NA
🔮
prediction ·
Morgan Stanley, Bank of America, JP Morgan, and Goldman Sachs will be the four lead banks on the Spa
2026-03-09
📦
archive processed ·
Archived: Elon Musk’s Killer Dealmaker Is Back for SpaceX IPO
NA
📺
youtube publish ·
Elon Musk’s Killer Dealmaker Is Back for SpaceX IPO
NA
🔮
prediction ·
SpaceX IPO will raise roughly $40 billion
NA
🔮
prediction ·
Elon Musk expects up to 1 million humanoids produced at X and S facilities
NA
🔮
prediction ·
Morgan Stanley predicts 100,000 humanoids shipped in 2026
2026-03-09
📦
archive processed ·
Archived: Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
NA
📺
youtube publish ·
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
NA
🔮
prediction ·
The company will iterate quickly on the product based on user feedback and achieve widespread adopti
NA
🔮
prediction ·
In ten years, AI.com will provide a truly universal AI agent that works across all major communicati
2026-03-08
📦
archive processed ·
Archived: Why I Spent $70M to buy AI.com
NA
📺
youtube publish ·
Why I Spent $70M to buy AI.com
NA
🔮
prediction ·
February 2026 will mark a pivotal shift where AI changes the economy for everyone, similar to COVID’
2026-03-08
📦
archive processed ·
Archived: Is AI’s COVID Moment Really Here?
NA
📺
youtube publish ·
Is AI’s COVID Moment Really Here?
2026-03-08
📦
archive processed ·
Archived: AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
NA
📺
youtube publish ·
AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
2026-03-08
📦
archive processed ·
Archived: $1M a Year to Live Forever? Bryan Johnson Explains
NA
📺
youtube publish ·
$1M a Year to Live Forever? Bryan Johnson Explains
NA
🔮
prediction ·
Peptides such as retitrutide may become illegal to purchase through compounding pharmacies and the g
2026-03-08
📦
archive processed ·
Archived: The Peptide That “Changes Everything” with Andrew Huberman
NA
📺
youtube publish ·
The Peptide That “Changes Everything” with Andrew Huberman
NA
🔮
prediction ·
Paramount’s bid will eventually win Warner, forcing the company to drop its Netflix partnership.
NA
🔮
prediction ·
Anthropic will cover electricity price increases for its data centers to mitigate local opposition.
NA
🔮
prediction ·
By February 2026, users can have AI send a morning summary of top Reddit posts from their Mac Mini.
2026-03-08
📦
archive processed ·
Archived: Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN
NA
📺
youtube publish ·
Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN
NA
🔮
prediction ·
Industries such as mining and ride‑hailing will be "clankerified" by robotic labor, altering market
NA
🔮
prediction ·
Coding agents will become mainstream enough that companies can Vibe‑code entire SaaS products within
2026-03-08
📦
archive processed ·
Archived: Become Unsloppable: How to Survive the Great Software Collapse
NA
📺
youtube publish ·
Become Unsloppable: How to Survive the Great Software Collapse
NA
🏠
mansion ·
Mansion Section: Becoming Unsloppable, Anthropic’s Series G, The Mansion Sect
NA
🔮
prediction ·
Security spending on luxury mansions will rise sharply in 2025 and beyond
NA
🔮
prediction ·
Software companies lacking durable moats will see continued sell‑offs as markets digest AI threat
NA
🔮
prediction ·
Anthropic will reach a $100 billion revenue run‑rate by year‑end
2026-03-08
📦
archive processed ·
Archived: Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
NA
📺
youtube publish ·
Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
NA
🔮
prediction ·
AI labs will act as hyperscalers with large data‑center investments to lock in supply and pricing po
NA
🔮
prediction ·
AI labs will transition from a corner game of chicken to price (Bertrand) competition as frontier mo
2026-03-08
📦
archive processed ·
Archived: The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
NA
📺
youtube publish ·
The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
NA
🔮
prediction ·
AI labs will shift from Cournot to Bertrand competition once frontier models become commodified.
NA
🔮
prediction ·
India’s Adani Group will commit $100 B to AI infrastructure by 2035, positioning India as an AI powe
NA
🔮
prediction ·
Micron will invest $200 B in memory chip manufacturing to prevent a shortage that could delay PlaySt
2026-03-08
📦
archive processed ·
Archived: The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
NA
📺
youtube publish ·
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
2026-03-08
📦
archive processed ·
Archived: Why AI Hasn’t Exploded Yet (And How It Will)
NA
📺
youtube publish ·
Why AI Hasn’t Exploded Yet (And How It Will)
NA
🔮
prediction ·
XAI will carve out a niche focused on real‑world engineering utility rather than benchmarks.
NA
🔮
prediction ·
Blue Origin will reach the moon before SpaceX, targeting a 2028 launch.
NA
🔮
prediction ·
10 billion humanoid robots will be operational by 2045, enabling a Dyson Sphere by 2100.
2026-03-08
📦
archive processed ·
Archived: The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
NA
📺
youtube publish ·
The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
NA
🔮
prediction ·
Some SaaS companies may see real revenue declines in the long term if they fail to adapt AI integrat
NA
🔮
prediction ·
Agentic commerce will not replace Shopify checkout but will add value on top of it, preserving econo
NA
🔮
prediction ·
Roblox’s willingness to pay will increase as AI-generated content becomes more prevalent.
NA
🔮
prediction ·
AI will cause a bifurcation between sloppable and unsloppable companies, with the latter gaining mar
2026-03-08
📦
archive processed ·
Archived: The SaaSpocalypse Is Over
NA
📺
youtube publish ·
The SaaSpocalypse Is Over
NA
🔮
prediction ·
Generative UI and caching features will become key drivers of LLM usage in product design.
NA
🔮
prediction ·
Figma will partner with other systems to pull context into Figma Make and expand hosting, deployment
2026-03-08
📦
archive processed ·
Archived: Post Earnings with Figma CEO Dylan Field
NA
📺
youtube publish ·
Post Earnings with Figma CEO Dylan Field
NA
🔮
prediction ·
The aging population will drive a major wealth transfer and shift consumer spending patterns.
NA
🔮
prediction ·
AI models will surpass most human cognitive tasks within a few years.
NA
🔮
prediction ·
Netflix will counter Paramount’s higher bid for Warner Bros Discovery.
2026-03-08
📦
archive processed ·
Archived: The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
NA
📺
youtube publish ·
The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
NA
🏠
mansion ·
Mansion Section: Palmer Luckey: Why I Started My Own Bank
2026-03-08
📦
archive processed ·
Archived: Palmer Luckey: Why I Started My Own Bank
NA
📺
youtube publish ·
Palmer Luckey: Why I Started My Own Bank
NA
🏠
mansion ·
Mansion Section: Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The
NA
🔮
prediction ·
Roblox’s daily active users will surpass 200 million by Q3 2025, dominating the video‑game market.
NA
🔮
prediction ·
AI will create a new film category and be used across all entertainment sectors.
NA
🔮
prediction ·
Data centers will be built in space or as blimps over the Pacific to avoid local opposition.
2026-03-08
📦
archive processed ·
Archived: Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
NA
📺
youtube publish ·
Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
2026-03-08
📦
archive processed ·
Archived: REACTION: The 2028 Global Intelligence Crisis
NA
📺
youtube publish ·
REACTION: The 2028 Global Intelligence Crisis
NA
🔮
prediction ·
5% unemployment shock could occur in a single quarter due to AI layoffs
NA
🔮
prediction ·
AI agents will enable 40% of food delivery sales by 2028
NA
🔮
prediction ·
Anthropic will go public within 3–6 months
2026-03-08
📦
archive processed ·
Archived: Why My Article Just Tanked the Market
NA
📺
youtube publish ·
Why My Article Just Tanked the Market
NA
🔮
prediction ·
Reindustrialization of critical components (batteries, semiconductors) will begin but progress will
NA
🔮
prediction ·
AI’s efficiency gains will cause a negative feedback loop where layoffs reduce consumer demand, furt
NA
🔮
prediction ·
By late 2025, agentic AI tools will become vastly better at coding complex tasks, leading to widespr
2026-03-08
📦
archive processed ·
Archived: Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
NA
📺
youtube publish ·
Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
2026-03-08
📦
archive processed ·
Archived: Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
NA
📺
youtube publish ·
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
NA
🔮
prediction ·
The software megacycle will conclude when PayPal goes private.
NA
🔮
prediction ·
AI’s macroeconomic effects will become clearer in about a decade, not within a few years.
NA
🔮
prediction ·
Real‑estate commissions will fall significantly over the next two years due to AI agents.
2026-03-08
📦
archive processed ·
Archived: What The Citrini Selloff Says About the Stock Market
NA
📺
youtube publish ·
What The Citrini Selloff Says About the Stock Market
NA
🔮
prediction ·
Agentic commerce will become a torrent of transactions, requiring high‑throughput blockchains like T
NA
🔮
prediction ·
2026 Q1 could be viewed as the first quarter of the singularity, with a rapid acceleration in AI‑dri
2026-03-08
📦
archive processed ·
Archived: How We Built a $159B Company as Brothers
NA
📺
youtube publish ·
How We Built a $159B Company as Brothers
NA
🔮
prediction ·
75% of firms will be using AI technology within three years
NA
🔮
prediction ·
Firms will see a sizable productivity increase (≈1.4%) due to AI over the next three years
2026-03-08
📦
archive processed ·
Archived: Bombshell: Fed Report Says Most Firms See No AI Impact
NA
📺
youtube publish ·
Bombshell: Fed Report Says Most Firms See No AI Impact
NA
🔮
prediction ·
AI will boost productivity by 1.4% over the next three years (survey forecast)
NA
🔮
prediction ·
Anthropic valued at $380B in the next IPO
NA
🔮
prediction ·
OpenAI aims for a $1 trillion market cap at IPO
NA
🔮
prediction ·
SpaceX will target a $1.5 trillion valuation upon IPO
2026-03-08
📦
archive processed ·
Archived: Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
NA
📺
youtube publish ·
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
NA
🔮
prediction ·
The U.S. government could force a rollback of alignment safeguards if it perceives them as hindering
NA
🔮
prediction ·
Anthropic’s policy shift will accelerate competition but may increase safety risks in the AI market.
2026-03-08
📦
archive processed ·
Archived: Did Anthropic Just Abandon AI Safety?
NA
📺
youtube publish ·
Did Anthropic Just Abandon AI Safety?
NA
🔮
prediction ·
Energy bottlenecks could become a limiting factor for AI workloads in the near future.
NA
🔮
prediction ·
NVIDIA will secure enough inventory and capacity to meet demand beyond the next several quarters.
NA
🔮
prediction ·
AI agent inflection point has arrived and will continue to drive demand for high‑performance GPUs.
2026-03-08
📦
archive processed ·
Archived: Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
NA
📺
youtube publish ·
Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
2026-03-08
📦
archive processed ·
Archived: Jack Dorsey Makes S&P History With Massive Layoffs
NA
📺
youtube publish ·
Jack Dorsey Makes S&P History With Massive Layoffs
NA
🔮
prediction ·
Netflix must respond to Paramount’s superior offer within four days or risk losing market share.
NA
🔮
prediction ·
Energy constraints will become the limiting factor for AI growth after wafer capacity stabilizes.
NA
🔮
prediction ·
Block (Square) will reduce its workforce by about 4,000 employees within the next quarter.
NA
🔮
prediction ·
AI‑driven layoffs will become a common practice across tech firms, potentially affecting up to 40% o
2026-03-08
📦
archive processed ·
Archived: Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
NA
📺
youtube publish ·
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
NA
🔮
prediction ·
OpenAI’s massive funding round will accelerate its product roadmap and expand market dominance.
NA
🔮
prediction ·
Anthropic will lose significant government contracts if it cannot meet security requirements within
2026-03-08
📦
archive processed ·
Archived: Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
NA
📺
youtube publish ·
Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
2026-03-08
📦
archive processed ·
Archived: Netflix Lost. Now What?
NA
📺
youtube publish ·
Netflix Lost. Now What?
NA
🏠
mansion ·
Mansion Section: Netflix’s Next Move, Zuck’s $170M Florida Mansion, the Billi
NA
🔮
prediction ·
The proposed national wealth tax will cause many billionaires to relocate or hide assets, leading to
NA
🔮
prediction ·
A meaningful content licensing deal between Paramount/Warner and Netflix will materialize in the nex
NA
🔮
prediction ·
Netflix stock will continue to rise (moon) after Ted Sarandos’ public appearance at the SAG awards.
2026-03-08
📦
archive processed ·
Archived: Netflix’s Next Move, Zuck’s $170M Florida Mansion, the Billionaire Tax Push | Diet TBPN
NA
📺
youtube publish ·
Netflix’s Next Move, Zuck’s $170M Florida Mansion, the Billionaire Tax Push | Diet TBPN
NA
🔮
prediction ·
Apple’s new Siri powered by Gemini will launch in the second quarter of 2026
NA
🔮
prediction ·
OpenAI’s Pentagon contract will be finalized and operational in Q2 2026
NA
🔮
prediction ·
Apple will release the iPhone 18 this year
2026-03-08
📦
archive processed ·
Archived: Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Di
NA
📺
youtube publish ·
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
NA
🔮
prediction ·
A Taiwan blockade could trigger a significant geopolitical shift without full‑scale war.
NA
🔮
prediction ·
AI-driven deflation will first appear in AI API pricing, leading to downstream service price drops.
NA
🔮
prediction ·
Copper will be mispriced in January 2024 and rise to an all‑time high by 2026.
NA
🔮
prediction ·
GPT‑5 will exhibit basic agentic behavior, accepting tasks and returning results.
2026-03-08
📦
archive processed ·
Archived: The Remarkable AGI Predictions of Daniel Gross
NA
📺
youtube publish ·
The Remarkable AGI Predictions of Daniel Gross
2026-03-08
📦
archive processed ·
Archived: Anthropic Officially Designated a US Supply Chain Risk
NA
📺
youtube publish ·
Anthropic Officially Designated a US Supply Chain Risk
NA
🔮
prediction ·
Oil prices could exceed $100/barrel if Middle East conflict escalates
NA
🔮
prediction ·
Copper prices will continue rising as AI data centers expand
NA
🔮
prediction ·
Nvidia revenue will triple to $215 billion by FY26
NA
🔮
prediction ·
SpaceX IPO valuation of $1.75 trillion
2026-03-08
📦
archive processed ·
Archived: Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | D
NA
📺
youtube publish ·
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
NA
🏠
mansion ·
Mansion Section: OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section
NA
🔮
prediction ·
Oil price will reach $100 per barrel
2026-03-08
📦
archive processed ·
Archived: OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
NA
📺
youtube publish ·
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
NA
🔮
prediction ·
Disney will shift its business model to include more AI‑driven content creation and customization in
NA
🔮
prediction ·
By 2025 anyone with a laptop and internet can generate a full Hollywood movie from a single prompt
2026-03-08
📦
archive processed ·
Archived: DISNEY Enters The AI Race
NA
📺
youtube publish ·
DISNEY Enters The AI Race
NA
🔮
prediction ·
Airbnb’s community focus will become a core competitive advantage and drive future growth.
NA
🔮
prediction ·
Consumer‑facing AI adoption will boom within the next three to five years, not one year.
2026-03-08
📦
archive processed ·
Archived: Brian Chesky Live on TBPN
NA
📺
youtube publish ·
Brian Chesky Live on TBPN
NA
🔮
prediction ·
Tesla’s lithium refinery will eventually cover all of Tesla’s battery‑grade lithium needs.
NA
🔮
prediction ·
The new copper refining process will lower copper prices as supply triples.
2026-03-08
📦
archive processed ·
Archived: Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up |
NA
📺
youtube publish ·
Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
NA
🏠
mansion ·
Mansion Section: OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section
NA
🔮
prediction ·
Oracle will cut 20,000–30,000 jobs across the company
NA
🔮
prediction ·
Oil price will reach $100/barrel
2026-03-08
📦
archive processed ·
Archived: OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
NA
📺
youtube publish ·
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
NA
🔮
prediction ·
AI could be nationalized in a manner comparable to the Manhattan Project if deemed critical for nati
NA
🔮
prediction ·
Anthropic and the Department of War will continue their showdown with potential capitulation
2026-03-08
📦
archive processed ·
Archived: A Short History of America Nationalizing its Companies
NA
📺
youtube publish ·
A Short History of America Nationalizing its Companies
2026-03-08
🐦
twitter post ·
.@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or
2026-03-08
🐦
twitter post ·
.@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or
2026-03-08
🐦
twitter post ·
Hims CEO @AndrewDudum says the future of the GLP-1 market is shaping up to be "incredibly competitiv
2026-03-08
🐦
twitter post ·
Could you actually vibe code Palantir? Co-founder @JTLonsdale says if you're building low-end SaaS,
2026-03-08
🐦
twitter post ·
“The thing that will differentiate you more in your career than anything else is being the most hype
2026-03-08
🐦
twitter post ·
Simile CEO @joon_s_pk says their long-term goal is to simulate all 8 billion people on Earth: He sa
2026-03-08
🗂️
dossier created ·
Dossier: TBPN
2026-03-08
🗂️
dossier created ·
Dossier: Jordi Hays
2026-03-08
🗂️
dossier created ·
Dossier: Ben Thompson
2026-03-08
🗂️
dossier created ·
Dossier: David Sacks
2026-03-08
🗂️
dossier created ·
Dossier: Bill Gurley
2026-03-08
🗂️
dossier created ·
Dossier: John Coogan
2026-03-08
🗂️
dossier created ·
Dossier: Palmer Luckey
2026-02-26
🐦
twitter post ·
RT @tbpn: BREAKING: @HowardMarksBook will join TBPN live at 1p PT today https://t.co/hOi702z975
2026-03-02
🐦
twitter post ·
https://t.co/vXdVWhDKVq
2026-03-03
🐦
twitter post ·
RT @DylanAbruscato: John Coogan is the Michael Jordan of ad reads https://t.co/FgOPffa4I0
2026-03-03
🐦
twitter post ·
RT @tbpn: Stratechery's @benthompson: "I would like [Anthropic] to sell to the government, and I wou
2026-03-03
🐦
twitter post ·
RT @jbqlaw: A pleasure discussing how AI could reshape litigation on the @tbpn podcast. Thank you f
2026-03-03
🐦
twitter post ·
https://t.co/tPGux5By7H
2026-03-04
🐦
twitter post ·
RT @tbpn: .@kenburns shares how iMovie's 'Ken Burns effect' led to a deep friendship with Steve Jobs
2026-03-04
🐦
twitter post ·
https://t.co/56IisqgiKP
2026-03-05
🐦
twitter post ·
https://t.co/5sy7oGpGlN
2026-03-06
🐦
twitter post ·
@Gregory_C_Allen @borrowed_ideas Such a great point. Completely overlooked. https://t.co/eKDKZLXh9Z
2026-03-02
🐦
twitter post ·
RT @jbqlaw: Great to be back on @tbpn with @johncoogan and @jordihays to discuss Trump's tariffs and
2026-03-02
🐦
twitter post ·
@jbqlaw @tbpn @johncoogan Great to see you John!
2026-03-03
🐦
twitter post ·
RT @tbpn: Ellison's Media Empire, Ken Burns Joins, New Anduril Round, Cursor Mic Drop https://t.co/R
2026-03-03
🐦
twitter post ·
@thekleschprince @tbpn what a legend
2026-03-04
🐦
twitter post ·
@Jacksonfordyce @tbpn it's an honor to have you on the team 🫡
2026-03-04
🐦
twitter post ·
RT @tbpn: New Apple Products, Jared Isaacman Joins, Anthropic's Strategy, Korean Stock Market Crash
2026-03-05
🐦
twitter post ·
@gambrill @johncoogan 😂
2026-03-05
🐦
twitter post ·
RT @tbpn: GPT-5.4 📈, The Gurmanator Joins, AGI Trades, IPO Market with Dan Primack https://t.co/sWiY
2026-03-06
🐦
twitter post ·
RT @tbpn: 5.4 Reviews, Oil Spikes, Anthropic's TGIF, WSJ Mansions, Cluely Revenue Debate https://t.c
2026-03-06
🐦
twitter post ·
@ComfortablySmug @johncoogan actually the most underrated sport in the world
2026-03-06
🐦
twitter post ·
John is against both video games in the office and office dogs. "You can't get a collective dog. A
2026-03-06
🐦
twitter post ·
Science Corp. founder @maxhodak_ explains how their visual prosthesis actually works to help restore
2026-03-07
🐦
twitter post ·
.@maxhodak_ gives a fascinating explanation for why restoring smell with brain implants is much hard
2026-03-07
🐦
twitter post ·
“This is going to be a trillion-dollar drug.” @hubermanlab says retatrutide is the peptide that’s a
2026-03-07
🐦
twitter post ·
.@DougDeMuro says the market for cars millennials are nostalgic for has skyrocketed: "I’ve been sho
2026-03-07
🐦
twitter post ·
BREAKING: Sundar secures new pay package worth up to $692M, per @FT https://t.co/Seaq0G73QF
2026-03-07
🐦
twitter post ·
Investor @bgurley: "If I were using cynical words, I'd say [venture capital] hijacked the growth yea
2026-03-07
🐦
twitter post ·
Jordi is long the home sauna business. "The evidence is so clear. If you use a sauna daily, you'll
2026-03-07
🐦
twitter post ·
Amplitude CEO @spenserskates says the SaaSpocalypse is real, and your old moat is dead. The only moa
2026-03-07
🐦
twitter post ·
"I flirt with the idea that smart TVs should be illegal. I hate them so much." - @PalmerLuckey Inst
2026-03-02
🎙️
podcast publish ·
Anthropic vs DoW, Ben Thompson Joins, Ellison Says The Biggest Number | James Beshara, John B. Quinn
2026-03-03
🎙️
podcast publish ·
Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
2026-03-03
🎙️
podcast publish ·
Ellison's Media Empire, Ken Burns Joins, Cursor Mic Drop | Matthew Belloni, Gokul Rajaram, Nik Seeth
2026-03-04
🎙️
podcast publish ·
Netflix’s Next Move, Zuck’s $170B Florida Mansion, the Billionaire Tax Push | Diet TBPN
2026-03-04
🎙️
podcast publish ·
New Apple Products, Anthropic's Strategy, Why AI Costs Don’t Hurt Apple | Dean Ball, Scott Kupor & J
2026-03-05
🎙️
podcast publish ·
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
2026-03-05
🎙️
podcast publish ·
Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack,
2026-03-06
🎙️
podcast publish ·
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
2026-03-06
🎙️
podcast publish ·
GPT-5.4 Reviews, Oil Spikes, Anthropic's TGIF | Doug DeMuro, Vincenzo Landino, Max Hodak
2026-03-07
🎙️
podcast publish ·
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
2026-03-08
🔮
prediction ·
Quantum computing will not yield practical payoffs without a breakthrough like Shor's algorithm.
2026-03-08
🔮
prediction ·
Windsurf employees will outperform Google in AI coding due to their motivation.
2026-03-08
🔮
prediction ·
AI companions like Grok could reverse population decline by facilitating real-world meetings.
2026-03-08
🔮
prediction ·
Mod Retro’s retro handhelds will become cult‑favorite collectibles that last decades, creating a new
2026-03-08
🔮
prediction ·
Intel’s focus on AI chips will allow it to regain relevance in the high‑performance compute market,
2026-03-08
🔮
prediction ·
Google’s Gemini will continue to grow its MAU base and eventually become a major competitor to OpenA
2026-03-08
🔮
prediction ·
Apple TV+ will see a surge in new subscribers driven by the F1 audience.
2026-03-08
🔮
prediction ·
Apple might launch innovative side projects from subsidized R&D, potentially leading to successes li
2026-03-08
🔮
prediction ·
OpenAI will continue to dominate as a consumer app, with increasing leverage for monetization, but m
2026-03-08
🔮
prediction ·
AI deployment, like Waymo's rides, will accelerate, showing broader adoption beyond LLMs.
2026-03-08
🔮
prediction ·
Disney will benefit from AI in the medium term, potentially through revenue from AI-generated conten
2026-03-08
🔮
prediction ·
Foundation model companies like OpenAI and Anthropic will continue to lead in revenue growth due to
2026-03-08
🔮
prediction ·
Perplexity acquiring Chrome has very low odds.
2026-03-08
🔮
prediction ·
Apple will launch a tabletop AI robot as a virtual companion.
2026-03-08
🔮
prediction ·
AI token costs will continue to fall, but at a slower rate than before.
2026-03-08
🔮
prediction ·
AI hype cycles will continue with potential disillusionment before enlightenment
2026-03-08
🔮
prediction ·
Pop Mart's growth will lead traditional toy companies to adopt blind boxes for revenue
2026-03-08
🔮
prediction ·
SpaceX will attempt an uncrewed Mars mission
2026-03-08
🔮
prediction ·
The U.S. government will enforce a complete phase‑out of Anthropic’s Claude models in classified env
2026-03-08
🔮
prediction ·
Anthropic will receive a supply‑chain risk designation by April 1.
2026-03-08
🔮
prediction ·
Apple will unveil a new Siri in Q2 2027
2026-03-08
🔮
prediction ·
Sony’s PlayStation 6 launch will be pushed to 2028–29
2026-03-08
🔮
prediction ·
Apple will release the iPhone 18 this calendar year
2026-03-08
🔮
prediction ·
Mac mini sales could rise significantly as demand for local AI hosting grows.
2026-03-08
🔮
prediction ·
Non‑technical users will adopt self‑hosted AI agents, reducing reliance on cloud services.
2026-03-08
🔮
prediction ·
AI agents will replace many standalone apps by providing API‑level functionality directly in the use
2026-03-08
🔮
prediction ·
Other social media platforms will create dedicated bot‑friendly features in response to Maltbook’s g
2026-03-08
🔮
prediction ·
If a famous person (e.g., President Trump) joins Maltbook, their bot will become extremely popular a
2026-03-08
🔮
prediction ·
NVIDIA’s CPX chip will be released later this year and fill a new niche in the GPU ecosystem
2026-03-08
🔮
prediction ·
Starship launches can support gigawatt‑scale compute by 2029
2026-03-08
🔮
prediction ·
OpenAI’s GPU cluster will reach 16–18 GW by the end of 2028
2026-03-08
🔮
prediction ·
The supply of semiconductor fabs will need to be increased by society to keep up with compute demand
2026-03-08
🔮
prediction ·
OpenAI will release a new model that can write beautifully and think clearly within the next few yea
2026-03-08
🔮
prediction ·
People will become very attached to chatbots, similar to how users became attached to early chat int
2026-03-08
🔮
prediction ·
Microsoft’s AI initiatives will lag behind competitors and may not reach mainstream adoption in 2026
2026-03-08
🔮
prediction ·
Grok’s chart performance on X will continue to rise as more users adopt the platform
2026-03-08
🔮
prediction ·
Accenture will deploy 30,000 Cloud Code users internally and for clients
2026-03-08
🔮
prediction ·
Amazon will spend $200 billion on GPUs by year‑end
2026-03-08
🔮
prediction ·
China may delay or cancel Trump’s visit if U.S. arms sales to Taiwan exceed $11 billion
2026-03-08
🔮
prediction ·
DeepSeek’s new model will launch on Lunar New Year (March 17)
2026-03-08
🔮
prediction ·
President Trump will visit China in early April
2026-03-08
🔮
prediction ·
Depreciation on the Luce will be more vicious than on comparable internal‑combustion Ferraris.
2026-03-08
🔮
prediction ·
Ferrari’s EV will sell well because of demand for a daily‑able Ferrari.
2026-03-08
🔮
prediction ·
The Luce will be priced around $300,000 when it launches.
2026-03-08
🔮
prediction ·
Anthropic may lose or face political backlash over its DoW contract, impacting future government par
2026-03-08
🔮
prediction ·
Governments will adopt nuclear‑style regulatory frameworks for AI in the next few years.
2026-03-08
💬
live quote ·
""Everybody got taken care of and the social contract still holds.""
2026-03-08
💬
live quote ·
""This will be the last time somebody tries to compete with Bloomberg.""
2026-03-08
💬
live quote ·
""We're so back" from Windsurf employees."
2026-03-08
💬
live quote ·
""Google’s Gemini has reached approximately 450 million monthly active users worl"
2026-03-08
💬
live quote ·
""Mod Retro is building retro‑style handhelds with a focus on craftsmanship and l"
2026-03-08
💬
live quote ·
""Intel will cut 15% of its workforce and pivot to focus on AI chip manufacturing"
2026-03-08
💬
live quote ·
""Apple’s bid is about capturing Gen‑Z and female viewers who are not typical ESP"
2026-03-08
💬
live quote ·
""OpenAI has achieved gold‑level performance on the International Math Olympiad, "
2026-03-08
💬
live quote ·
"Technology products become obsolete at the precise moment they become perfect."
2026-03-08
💬
live quote ·
"Not my weights, not my culture."
2026-03-08
💬
live quote ·
"We've been moving the goalposts."
2026-03-08
💬
live quote ·
"It's a good model, sir."
2026-03-08
💬
live quote ·
""You've got OpenAI with the best possible consumer application layer, and yet Kl"
2026-03-08
💬
live quote ·
""The job of a business is to maximize and find the efficiency frontier for ROIC,"
2026-03-08
💬
live quote ·
""I'm making a real effort to not take for granted the $3 Uber across town era of"
2026-03-08
💬
live quote ·
""Competition is for losers.""
2026-03-08
💬
live quote ·
""This is the horse out of the stable with gambling on toys.""
2026-03-08
💬
live quote ·
""Children want to gamble; they yearn for the slots.""
2026-03-08
💬
live quote ·
""Living well is the goal, not living forever or perfectly free of illness.""
2026-03-08
💬
live quote ·
""The government is considering a model of tightly controlled AI startups, mirror"
2026-03-08
💬
live quote ·
""We do not make a product that we would recommend using for autonomous weapons. "
2026-03-08
💬
live quote ·
""Anthropic has been one of the most proactive AI companies in working with the U"
2026-03-08
💬
live quote ·
""I am directing every federal agency in the United States government to immediat"
2026-03-08
💬
live quote ·
""We’re not building our own AI compute infrastructure. We’ll serve Gemini and pa"
2026-03-08
💬
live quote ·
""Apple has been overcharging for RAM for years; a 128 GB upgrade costs $200 in t"
2026-03-08
💬
live quote ·
""The MacBook Neo looks like an eight‑inch laptop, but it’s actually a 13‑inch di"
2026-03-08
💬
live quote ·
""If you run it locally you work around all of that red tape… you can point Codex"
2026-03-08
💬
live quote ·
""I want to have fun, inspire people, not make a whole bunch of money. I already "
2026-03-08
💬
live quote ·
""I built this for fun, to use one‑on‑one on WhatsApp or Telegram… the whole thin"
2026-03-08
💬
live quote ·
""We’re building a protection layer that checks things before they get posted to "
2026-03-08
💬
live quote ·
""If you’re a famous person, your bot becomes super popular, and then you become "
2026-03-08
💬
live quote ·
""Maltbook is the first social network for AI agents.""
2026-03-08
💬
live quote ·
"OpenAI’s Cerebrus will reduce inference latency for long‑horizon models."
2026-03-08
💬
live quote ·
"NVIDIA GPUs have an initial failure rate of 10–15% that drops to ~5%."
2026-03-08
💬
live quote ·
"Heat dissipation is a challenge, but you just put a massive radiator."
2026-03-08
💬
live quote ·
"We’re still underestimating AI."
2026-03-08
💬
live quote ·
""Compute power, not energy, is the bottleneck right now.""
2026-03-08
💬
live quote ·
""We need a new model to have a great voice mode by the end of this year.""
2026-03-08
💬
live quote ·
""Codex 5.3 is the best coding model in the world.""
2026-03-08
💬
live quote ·
""Accenture will deploy 30,000 people with Cloud Code internally and on client pr"
2026-03-08
💬
live quote ·
""Anthropic margins are 50%, 60%, 70% – pretty good.""
2026-03-08
💬
live quote ·
""I think Microsoft has all of the IP but they're getting old.""
2026-03-08
💬
live quote ·
""Microsoft's not in the race, bro.""
2026-03-08
💬
live quote ·
""DeepSeek’s next model is expected to launch on Lunar New Year (March 17).""
2026-03-08
💬
live quote ·
""China is still purchasing NVIDIA H‑200 chips under a complex licensing regime, "
2026-03-08
💬
live quote ·
""DJI is still the dominant drone maker; U.S. regulation may push American firms "
2026-03-08
💬
live quote ·
""The PLA has purged dozens of senior officers in the last two years as part of X"
2026-03-08
💬
live quote ·
""I think Ferrari will price it in the mid‑300s somewhere in that range, and you’"
2026-03-08
💬
live quote ·
""Apple CarPlay integration is the worst part of this interface. It’s like a wall"
2026-03-08
💬
live quote ·
""The integration between the virtual and the physical switches is really nice. W"
2026-03-08
💬
live quote ·
""I think Ferrari is making a first electric vehicle, the Luce. It’s meant to be "
2026-03-08
💬
live quote ·
""Digital surveillance laws are outdated for AI scale and need new legislation.""
2026-03-08
💬
live quote ·
""I would rather have Dario Amadei making these decisions than whoever comes out "