Happy Tuesday. On today's show: - @GavinSBaker (Atreides Management) - @rahulgs (Ramp) - @lukeigel (Kino) - Miles Arnone (Re:Build) See yo...

Technology Is Back, Gavin Baker Live, Math Solved Again, Anduril Laptop, DoorDash + Instacart https://x.com/i/broadcasts/1DGleVAjjmdJL

BREAKING: @GavinSBaker will be live on TBPN at 12:20p PT today

BREAKING: Anduril and Qualcomm announce a new laptop that will be 100% made in America

BREAKING: @StephenWilson has joined Netflix to lead its podcast efforts

The @SemiAnalysis_ team gives two examples why we're still so early with AI adoption outside of the tech bubble: 1. $1,500/month token budg...

SemiAnalysis President @fabknowledge compares the economics of AI-powered cyberattacks to drone warfare, where launching an attack can cost ...

The @SemiAnalysis_ team on why Anthropic's S-1 is good news for neoclouds: "Anthropic has shown today AI inference is a really great busine...

BREAKING: Poetic acquires TruckSmarter

BREAKING: @petersellis is joining 𝕏 to lead product

Happy Monday. On today's show: - @fabknowledge (SemiAnalysis) - @SaasquatchC (SemiAnalysis) - @chandabell (@elfontheshelf) - Christa Pitts ...

BREAKING: @sonofalli has joined Factory as VP of Marketing

Happy Friday. On today's show: - @cultured (Whop) - @kylecschiller (Marathon Fusion) - Thomas Wright (Summit Sotheby’s) See you on the str...

Moderna Drama, AI Drama, Housing Drama, Gold Drama https://x.com/i/broadcasts/1NxarogWjknKj

Last year, a Russian hacker compromised a popular Salesforce plugin and gained access to a large amount of customer data. But the hacker di...

PREDICTION: Cloudflare CEO Matthew Prince (@eastdakota) says AI agents will change the business model of the Internet over the next decade: ...

Cloudflare CEO @eastdakota believes the next two years of AI cyberattacks will be terrifying but will ultimately make the internet more secu...

BREAKING: @mclader has joined Cognition as Head of Cognition Industries

Happy Thursday. On today's show: - @eastdakota (Cloudflare) - @kevinweil (Warp) - @Mclader (Cognition) - @dillon_baxter (PlantSwitch) - @Dr...

Matthew Prince on PHP2Shell, Duo on Arrival, 100 Really Difficult Phone Calls, Norwegian Gold Scheme https://x.com/i/broadcasts/1NGarogqvbQJ...