Episode Details

• (00:00) - Intro
• (00:05) - Cracks Emerge in Meta's Scale AI Bet
• (14:19) - Alex Karp (Palantir CEO)
• (36:57) - USA vs. Google
• (01:04:37) - Big Numbers: $610M for Browser Company, $1B in ARR at Ramp, $600B in Meta CAPEX, $1T for Tesla's Pay Package

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

Turbopuffer - https://turbopuffer.com

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