29 Jan 2026

3h 15m

Microsoft, Meta, & Tesla Earnings, Google DeepMind's Project Genie, SpaceX & xAI Merger | Anton Osika, Christian Garrett & Delian Asparouhov, Eric Seufert, Kevin Weil, Mehul Nariyawala

TBPN

The co-hosted podcast delivers tech and finance news, analyzing earnings reports from Microsoft, Meta, and Tesla, and discussing AI advancements. Microsoft's stock dip due to data center spending is weighed against its OpenAI investment and multi-model approach. Meta's revenue surge and AI program investments are examined, questioning the impact of their AI products. Tesla's shift towards autonomy and cyber cabs, along with its financial performance, is also analyzed. The hosts further explore Google's Genie 3 world model, the potential of AI in gaming, and the implications of AI in various sectors. A guest appearance from Lovable's Anton discusses empowering human creativity and AI-driven application development.

Outlines

Part 1: Tech Giants, Earnings, and Acquisitions

Part 2: Tesla, SpaceX, and the Musk Ecosystem

Part 3: Generative Worlds and Social Media Shifts

Part 4: Lovable: AI App Building and Enterprise

Part 5: Policy, Industry, and Hill & Valley Forum

Part 6: The Future of AI Advertising

Part 7: OpenAI: Accelerating Science

Part 8: Madic Robotics: Consumer Hardware

Continue

Preview

How to Get Rich: Every EpisodeNaval

Microsoft, Meta, & Tesla Earnings, Google DeepMind's Project Genie, SpaceX & xAI Merger | Anton Osika, Christian Garrett & Delian Asparouhov, Eric Seufert, Kevin Weil, Mehul Nariyawala

TBPN

Part 1: Tech Giants, Earnings, and Acquisitions

00:00Introduction to TBPN Ultradome, Ramp Super Bowl Ad, and 2001 Super Bowl Flashback

Introduction to TBPN Ultradome, Ramp Super Bowl Ad, and 2001 Super Bowl Flashback

02:07Apple Acquires Q.AI: AI Technology for Audio Enhancement and Facial Micro-Movement Analysis

Apple Acquires Q.AI: AI Technology for Audio Enhancement and Facial Micro-Movement Analysis

05:03Apple's Audio Interface Ambitions: Whisper Transcription, AirPods, and Smart Glasses

Apple's Audio Interface Ambitions: Whisper Transcription, AirPods, and Smart Glasses

11:38Microsoft's Earnings: Data Center Spending Overshadows OpenAI Investment and Revenue Growth

Microsoft's Earnings: Data Center Spending Overshadows OpenAI Investment and Revenue Growth

15:21Meta's AI Rebuild: Frontier LLMs, Video Models, and Integration into Instagram

Meta's AI Rebuild: Frontier LLMs, Video Models, and Integration into Instagram

21:26Meta's AI Strategy: Image/Video Models, Remixing, and the Future of Content Creation

Meta's AI Strategy: Image/Video Models, Remixing, and the Future of Content Creation

Part 2: Tesla, SpaceX, and the Musk Ecosystem

27:11Tesla's Earnings: Profit Drop, Model S/X Discontinuation, and Focus on Autonomy

Tesla's Earnings: Profit Drop, Model S/X Discontinuation, and Focus on Autonomy

30:54Tesla's xAI Investment, Optimus Robot, and the Future of Humanoids

Tesla's xAI Investment, Optimus Robot, and the Future of Humanoids

34:47SpaceX and xAI Merger, Data Centers in Space, and Musk's Holding Company

SpaceX and xAI Merger, Data Centers in Space, and Musk's Holding Company

37:43Starlink's Compute Power, Audi F1 Sponsorship, and Tesla Roadster

Starlink's Compute Power, Audi F1 Sponsorship, and Tesla Roadster

41:24Starlink's GPU Capacity, Elon's Trillionaire Status, and AI-Powered Automation

Starlink's GPU Capacity, Elon's Trillionaire Status, and AI-Powered Automation

47:15Microsoft's Sell-Off, OpenAI's Valuation, and Meta's CapEx Forecast

Microsoft's Sell-Off, OpenAI's Valuation, and Meta's CapEx Forecast

Part 3: Generative Worlds and Social Media Shifts

50:21Google's Project Genie: Frontier World Model Product and AI-Generated Video Games

Google's Project Genie: Frontier World Model Product and AI-Generated Video Games

55:13Genie 3 Demos, AI-Generated Worlds, and the Future of Gaming

Genie 3 Demos, AI-Generated Worlds, and the Future of Gaming

1:00:30Genie 3's Nürburgring Demo, Google's AI in Chrome, and DeepMind's Short Film

Genie 3's Nürburgring Demo, Google's AI in Chrome, and DeepMind's Short Film

1:05:31TikTok's Uninstalls, New Ownership, and the Rise of Upscrolled

TikTok's Uninstalls, New Ownership, and the Rise of Upscrolled

Part 4: Lovable: AI App Building and Enterprise

1:15:16Lovable's Growth, AI-Powered Tools, and the Future of Team Collaboration

Lovable's Growth, AI-Powered Tools, and the Future of Team Collaboration

1:22:30Lovable's Mobile Experience, Work OS Systems, and the Future of AI Interfaces

Lovable's Mobile Experience, Work OS Systems, and the Future of AI Interfaces

1:26:17Lovable's Enterprise Adoption, Team Dynamics, and Competition

Lovable's Enterprise Adoption, Team Dynamics, and Competition

1:34:36Lovable's International Expansion, Retention, and Product Integrations

Lovable's International Expansion, Retention, and Product Integrations

1:41:52Lovable's Open Source Inspiration and the Importance of Simplicity

Lovable's Open Source Inspiration and the Importance of Simplicity

Part 5: Policy, Industry, and Hill & Valley Forum

1:44:22Hill & Valley Forum: Industrial Leadership, Biotechnology, and International Partnerships

Hill & Valley Forum: Industrial Leadership, Biotechnology, and International Partnerships

1:50:31Hill & Valley Forum: International Attendance, Business Structure, and Future Plans

Hill & Valley Forum: International Attendance, Business Structure, and Future Plans

1:53:33Hill & Valley Forum: Subsector Tracks, Energy Focus, and Policy Outcomes

Hill & Valley Forum: Subsector Tracks, Energy Focus, and Policy Outcomes

1:58:00Hill & Valley Forum: Dress Code, Veteran Attendees, and the Importance of AI

Hill & Valley Forum: Dress Code, Veteran Attendees, and the Importance of AI

Part 6: The Future of AI Advertising

2:00:11ChatGPT Ads Rollout: Fiji Simo, CPM Pricing, and the Path to Conversion Optimization

ChatGPT Ads Rollout: Fiji Simo, CPM Pricing, and the Path to Conversion Optimization

2:04:16Netflix's Ad Platform, Instant Checkout, and Data Acquisition

Netflix's Ad Platform, Instant Checkout, and Data Acquisition

2:07:51Instant Checkout Fees, Customer Acquisition, and the Value of Data

Instant Checkout Fees, Customer Acquisition, and the Value of Data

2:12:02Attribution in CTV and ChatGPT: CAPI, Pixels, and Data Fidelity

Attribution in CTV and ChatGPT: CAPI, Pixels, and Data Fidelity

2:15:03LLM Ad Networks, Meta's Earnings, and the Power of AI Enablement

LLM Ad Networks, Meta's Earnings, and the Power of AI Enablement

2:17:41Meta's AI Strategy, Personalized Ads, and the Future of Advertising

Meta's AI Strategy, Personalized Ads, and the Future of Advertising

2:20:14Creepy Ads, Apple's Privacy, and the Future of Advertising in Siri and Gemini

Creepy Ads, Apple's Privacy, and the Future of Advertising in Siri and Gemini

2:23:38AI-Powered Search, TikTok's Commerce Strategy, and the Future of Social Media

AI-Powered Search, TikTok's Commerce Strategy, and the Future of Social Media

2:28:22Netflix's Warner Brothers Deal, IP Licensing, and the Value of Content

Netflix's Warner Brothers Deal, IP Licensing, and the Value of Content

2:33:05Apple's AI Strategy, Revenue Beat, and ChatGPT's Retirement

Apple's AI Strategy, Revenue Beat, and ChatGPT's Retirement

Part 7: OpenAI: Accelerating Science

2:36:36OpenAI's Science Focus: Accelerating Research and Solving Open Problems