Episode Details

• (00:33) - Sequoia's Leadership Shakeup
• (04:14) - Anthropic's Road to Profitability
• (09:30) - 𝕏 Timeline Reactions
• (22:46) - Palantir's Q3 Earnings and Their Big Bet on High Schoolers
• (28:57) - The State of the AI Race Between the U.S. and China
• (39:34) - 𝕏 Timeline Reactions

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

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

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