Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN

TBPN

1 DAYS AGO

Overview Shownote Highlights Transcript Chapters Pins

Shownote

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 posted to podcast platforms right after. Described by ...

Highlights

In this episode of TBPN, the hosts dive into the dramatic world of high-stakes investing and tech earnings. They unpack a letter from a prominent AI-focused fund manager, Leopold Aschenbrenner, addressing a massive portfolio drawdown and a strategic deal with Citadel. The conversation then shifts to the latest quarterly results from major tech giants, analyzing market reactions and the broader implications for the AI sector.

02:21

The fund was not shut down or liquidated.

12:35

No systemic contagion from the unwind.

25:03

The harness matters as much as the model.

Chapters

Surviving the Storm: How a $45 Billion Fund Navigated a Brutal Drawdown

00:00

The Citadel Deal: A Private Rescue or a Billion-Dollar Blow-Up?

07:48

Big Tech Earnings and the Hidden Secrets of AI Benchmarks

17:33

Transcript

John Coogan: We have a guest co-host today. Jordi Hays: Introduce yourself for those who don't know. Jordi's out again. I'm back. John Coogan: Yeah, we got Tyler in the Ultradome, in the hot seat. You're back, You know who else is back? Leopold Aschenbre...