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TBPN

John Coogan & Jordi Hays

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Episode (200)

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161
Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli

Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli

Feb 06, 2026

Sign up for TBPN’s daily newsletter at TBPN.com (01:05) - Chip Bottleneck vs. Energy Bottleneck (16:12) - Amazon Plans Record $200B Capex (29:31) - Inside the Search for Iger's Heir (34:30) - Tik...

162
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race

FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race

Feb 06, 2026

This is our full interview with Doug O'Laughlin, recorded live on TBPN. We discuss why Claude Code feels like a true inflection point, how agent swarms and orchestration could replace large parts of t...

163
Anthropic’s Trust Nuke, OpenAI's new releases, Google Claims AI Crown | Diet TBPN

Anthropic’s Trust Nuke, OpenAI's new releases, Google Claims AI Crown | Diet TBPN

Feb 06, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode po...

164
Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky

Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky

Feb 05, 2026

Sign up for TBPN’s daily newsletter at TBPN.com (01:21) - 𝕏 Timeline Reactions (02:58) - Anthropic's Trust Nuke (18:36) - OpenAI's Frontier Model for Enterprise (39:02) - Alphabet Beats Q4 Esti...

165
FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN

FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN

Feb 05, 2026

This is our full interview with OpenAI CEO Sam Altman, recorded live on TBPN. We discuss Anthropic's Super Bowl ads, Codex 5.3, why managing AI agents is the next interface shift, and how chips, power...

166
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN

Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN

Feb 05, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode po...

167
Our Super Bowl Ad, Walmart hits $1T, Ken is Sick of Griftin | Dara Khosrowshahi, Mati Staniszewski & Andrew Reed, Gergely Orosz, Mitchell Green, Simon Hørup Eskildsen, KJ Dhaliwal, Nicolas Sharp

Our Super Bowl Ad, Walmart hits $1T, Ken is Sick of Griftin | Dara Khosrowshahi, Mati Staniszewski & Andrew Reed, Gergely Orosz, Mitchell Green, Simon Hørup Eskildsen, KJ Dhaliwal, Nicolas Sharp

Feb 04, 2026

Sign up for TBPN’s daily newsletter at TBPN.com (00:17) - Our Super Bowl Ad (06:43) - Ads in AI Commercial Reactions (31:11) - Walmart hits $1T (35:05) - Mati Staniszewski, co-founder and CEO of ...

168
SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN

SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN

Feb 04, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode po...

169
Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel

Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel

Feb 03, 2026

Sign up for TBPN’s daily newsletter at TBPN.com (00:51) - Timeline Reactions (49:06) - Aaron Levie, co-founder and CEO of Box, a leading enterprise cloud company, discusses the rapid advancements i...

170
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI

Feb 03, 2026

This is our full interview with SemiAnalysis Founder and CEO Dylan Patel, recorded live on TBPN at the Cisco AI Summit in San Francisco.  We discuss data centers in space, the limits of today’s AI har...

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