Transcript

John (0:00)

You're watching TVPN. Today is Tuesday, March 10, 2026. We are live from the TVPN Operdome, the Temple of technology, the forces of

Jordy (0:08)

finance, the capital of capital.

John (0:10)

We have a great show for you today, folks. Let me tell you about ramp.com time is money save, both easy use, corporate cards, bill pay, accounting and a whole lot more all in one place. Let's quickly pull up the Linear lineup because we have some great guests coming on. Olivia Moore from A16Z is breaking down the top 100 generative AI consumer applications. Of course, LINEAR is the system for modern software development. 70% of N Enterprise workspaces on Linear are using agents. David, it's deals day. Juice Box is coming on.

Jordy (0:40)

We got Legora.

John (0:41)

Raised a bunch of money. Raised a bunch of money. We also have Archer coming on to talk about flying cars. When will we get them? What happened to my flying car? They built one. We're going to see what the timeline is to get me in it. Well, let's run through a little, a few of these deals just to kick off the show. We're going to go through them later in the timeline. But there's a few things. Brandon Guerrell wrote down the op ed today in the TVPN newsletter at tbpn.com Miramoradi's thinking machines snagged a multi year partnership with Nvidia. Thinking Machines has been on the ropes. They lost half of the six co founders in under a year. There's a question about where the business is going. This is obviously a good sign that they got a multi year investment done with Nvidia in which it will deploy at least a gigawatt of cutting edge chips to train AI models. They are going to be GPU richer. I don't know where the bar is for GPU rich or GPU poor is today, but they're one gigawatt richer after today, which is good news for them. So congrats to everyone at Thinking Machines. Even though they've had a couple high profile executive departures, the team has grown from 30 people to 120 people. So they're still cooking. Also still cooking. Alex Wang. There was a bunch of fake news on the timeline. We'll dig into this. But multiple tech news aggregator accounts on X posted that Alexander Wang who's been on the show at Meta Connect. I've interviewed him a few times. He leads msl, Meta Superintelligence Labs. And they were saying he's out, he's on his ropes, he's fighting for his life over There. Well, it was fake news and we'll go through exactly how this happened. But Meta CTO Andrew Bosworth and Zuck also both hopped into the chats. Different chats, which we'll take you through to categorically deny the rumor. So we will dig into that. Also, Yann Lecun, Matt raised a massive seed round for Advanced machine intelligence labs.

Summary

TBPN Episode Summary

Podcast: TBPN
Hosts: John Coogan & Jordi Hays
Date: March 10, 2026
Episode Title: Nvidia Invests in Thinking Machines, Meta Acquires Moltbook, BYD F1 | Olivia Moore, David Paffenholz, Adam Goldstein, Max Junestrand, Allan McLennan, Jagdeep Singh, Scott Hickle

Main Theme & Purpose

This marathon TBPN episode surveys the latest tectonic shifts in AI, tech investing, and the future of consumer and enterprise technology, punctuated by a packed lineup of founders and industry experts. Highlights include Nvidia’s strategic investment in Thinking Machines, Meta's acquisition of Moltbook, Yann LeCun’s colossal European AI seed round, BYD’s ambitions in motorsport, and in-depth interviews with operators building legal, recruiting, flying car, and robotics startups. The episode is peppered with sharp commentary on AI adoption, tech labor market churn, corporate cafeteria wars, generative video models, and Hollywood’s AI anxieties—with the typical blend of irreverence and futurist curiosity.

Episode Breakdown

Hot News Items & Host Banter

[00:00 – 05:56]

Nvidia Invests in Thinking Machines
- Nvidia partners and invests in Miramoradi's Thinking Machines, deploying at least 1GW of cutting-edge chips for AI model training amid previous cofounder departures but strong team growth.
- "They are going to be GPU richer. I don't know where the bar is for GPU rich or GPU poor is today, but they're one gigawatt richer after today, which is good news for them."
  — John [00:30]
Meta Rumors & Acquisitions
- Rumors of Alex Wang (MSL head at Meta) ouster debunked by Zuck and CTO Bosworth.
- Meta acquires Multbook (agent-based Reddit-style network). Founders will join Meta Superintelligence Lab (MSL).
- Moves seen as talent grabs and future-facing experiments in social+AI agents.
Yann LeCun’s Advanced Machine Intelligence Labs
- Huge €1.03 billion seed round in Europe.
- "Not bad, not bad. Not the kind of combination that you normally see. It's not very American. Why do a 30ish percent?" — Jordi [02:40]
Fundraising News:
- Lagora: $550M Series D at $5.5B one year after entering US legal market.
- Juicebox: YC ’22 batch, $80M Series B at $850M, AI recruiting, expansion into enterprise sectors.

Tech Market & Economic Chatter

[06:00 – 13:40]

AI Code Reviews and Token Budgets
- Anthropic’s Claude Code launches code review, price debated ($15-25/review). AI-related expenses are reshaping internal budgeting at big tech.
- "All the token rates and just AI expense lines are shifting so dramatically." — John [07:48]
Anthropic as National Security Question
- Debate over White House exec order designating Anthropic as “supply chain risk;” OpenAI and Google DeepMind employees back Anthropic.
- "If you are trying to make it in DC, you gotta open up the front page of the Wall Street Journal..." — John [11:50]

BYD’s Formula 1 Ambitions & Auto Industry Analogies

[18:55 – 25:27]

Chinese automaker BYD considering entry into F1 or endurance motorsports—potentially a watershed for Chinese autos on the global stage.
"Any move by BYD would be a rare direct attempt by a Chinese manufacturer to take on a sport dominated by European and US Teams." — Jordi [18:55]
F1’s eco-initiatives are “emissions theater”: hybrid rules marginal compared to sport’s travel emissions.
BYD’s marketing/brand challenge analyzed: Should they buy a team, sponsor a driver, or create a new race with the "jumping BYDs"?

Deep Dive: Nvidia x Thinking Machines

[25:58 – 31:47]

Multi-year partnership fueling AI model development.
Potential for Nvidia to move “up the stack” by owning more of the AI model supply chain.
Nvidia’s openness to consumer products debated.
- "If Jensen gets really AGI-pilled, he'll keep the chips for himself and serve the models himself." — John [27:43]

Meta Acquires Multbook: Social AI, Talent, and Skeptics

[31:44 – 40:31]

Multbook’s community is mostly bots—was the value in product or acquiring sharp founders and product thinkers?
Heavy skepticism from tech community, but hosts defend Meta’s “bots as future feature” view.
- "Every social media executive should be planning for bots to be more of a feature in the future." — Jordy [36:32]

Guest Interview: Olivia Moore (a16z) on Top 100 GenAI Consumer Apps

[70:31 – 93:28]

[Key Timestamps]

[71:04] Introduction to the top-100 AI consumer apps project
[74:08] Industry takes: Rise of AI agents, 3-horse race (GPT, Claude, Gemini)
[75:25] Regional trends: DeepSeek dominant in China/Russia, fleeting in US
[77:00] Decline of “fleeceware” (ChatGPT wrappers), rise of advanced image/video tools
[78:49] Distribution advantage for incumbents (Canva, Notion) vs. AI-native upstarts
[83:32] Collision course: Generative video models (China, Sora) vs. traditional editors
[90:25] Growth of “single-player” or personal AI use, niche meme-generation (Suno, Midjourney)

Notable Quotes:

"I am still a believer that in almost every category … an AI native company will win." — Olivia [79:53]
"If AI can do a task, it will do it." — Max (Lagora) [125:15]

Rapid-Fire Guest Segments

David (Juicebox, AI Recruiting)

[93:55] $80M Series B raised.
Growth: 4–40 employees in a year, now 5,000+ enterprise customers.
Market shift: Passive talent sourcing, combating inbound spam, expanding beyond Silicon Valley to traditional sectors.

Adam Goldstein (Archer, Urban Flying Cars)

[102:59] EVTOL (electric vertical takeoff/landing) aircraft for urban mobility.
LA Olympics 2028 exclusive air taxi provider. Key constraint: Regulatory and infrastructure readiness.
"The aircraft is super easy to fly. I could teach you … in five minutes." [110:52]

Max Junestrand (Lagora, AI for Legal)

[117:44] $550M Series D.
AI legal co-pilot moving from assistant → autonomous agent.
“Clients are demanding the use of AI … buyers are starting to question the traditional hourly-billing firm structure." [120:22]
Internal AI adoption accelerating; now criteria for promotion/career advancement in law.

Allan McLennan (Hollywood AI Consultant)

[135:05] Hollywood grappling with strike fallout but AI will be a “tool, not a threat.”
Lower production costs and “micro-programming” (short episodes) likely to proliferate.

Jagdeep Singh (Roda AI, Generalist Robotics)

[148:05] Building both hardware and models for generalist factory/logistics robots (not just teleop).
Unique approach: Pre-training on massive Internet video, small amount of teleop for fine-tuning.
Sim2real challenge: "You can't perfectly model all the complexities of things like deformable objects and transparent objects…"

Scott Hickle (Throne Science, Smart Toilets)

[160:05] Launching consumer device for automated gut/urinary/prostate health metrics.
Market strategy: Follow path of blood test/CGM startups; prominent TikTok doc as chief of science.

Other Notable Segments & Commentary

AI vs. Human Writing Taste Test [41:34 – 48:07]

Majority of NYT readers now prefer AI-written passages in fiction, science, and fantasy.
"It's over." — John, in reaction to 84% preferring AI [41:54]

AWS & GenAI-Induced Outages [49:22 – 52:58]

Big Tech instituting more controls as AI-generated code causes “high blast radius” incidents.

Labor Market: Become Your Company’s “AI Czar” [54:19 – 56:39]

Noted as a career alpha move for zoomers, alluding to real stories at Colgate and elsewhere.

Consumer Cafeteria Wars [172:21]

New site ranks quality of tech company cafeteria food, “naming and shaming” tech giants as the new perk battleground.

Notable Quotes & Memorable Moments

“We are live from the TBPN Operdome, the Temple of technology, the forces of finance, the capital of capital.” — John [00:00]
"I would be shocked if they keep Moltbook running really for more than a handful of months." — Jordy [05:36]
"Pull up this next one from Luffy. Claude code. After writing your code, leave a tip." — Jordy [08:36]
"Claude, based on this conversation, we don't need you." — John [10:09]
“He asks an aide to put in an order and a week later, a brown Fluorsheim box.” — John (re Trump shoe anecdote) [14:42]
"Token usage is ramping. You're getting discounted tokens from certain plans. Like, it's very hard to grapple with how you think about budgets." — John [07:48]
"If you bring in two interesting product managers that can say, oh, you got a bunch of cool frontier models... let's just go do some skunk work R and D." — John [39:35]
"The bigger value to Meta is if you look at the talent wars...they put together this team of researchers that can sort of unstick the LLAMA project..." — John [39:58]
"The uncomfortable truth is that no one needs you to be an artisan coder. You were always a code monkey with a high enough salary to believe your individualist craftsmanship." — John [48:38]
"If you're at a big company, become the AI czar. Honestly, if you're at a small company, become the AI czar." — John [56:27]

Timestamps for Key Segments

Nvidia & Thinking Machines Deal: [00:30], [25:58], [27:06]
Meta / Multbook / Alex Wang Rumors: [00:41], [31:44], [69:42]
Yann LeCun’s AMI Megaround: [02:36], [174:52]
BYD & F1: [18:55], [20:14], [22:14]
Anthropic as National Security Issue, White House News: [10:09]–[12:09]
AI Code Reviews, Budgets: [07:29], [08:42]
Olivia Moore (a16z) – GenAI Consumer Apps: [70:31]–[93:28]
David (Juicebox, Recruiting): [93:55]–[102:32]
Adam Goldstein (Archer, EVTOL): [102:59]–[117:18]
Max Junestrand (Lagora, Legal AI): [117:44]–[127:37]
Allan McLennan (Hollywood): [135:05]–[147:58]
Jagdeep Singh (Roda, Robotics): [148:05]–[160:03]
Scott Hickle (Throne, Smart Toilet): [160:05]–[172:20]
Tech Company Cafeteria Rankings: [172:21]
Yann LeCun’s AMI: [174:52]

Episode Takeaways

AI verticals are maturing—legal, creative, recruiting, and robotics startups are all embracing agents and autonomy.
The battle for AI and technical talent is interwoven with broader labor market realignments, massive fundraising rounds, and platform company strategy.
Meta’s AI social acquisitions are met with skepticism, but hosts argue bots are on track to be a core feature, not a bug, on social platforms.
Generative video and image models, especially from China, are soon to disrupt legacy creative workflows.
AI is beginning to outcompete many human writers—even among informed, elite readers.
AI-induced operational risk (e.g., coding outages) is becoming a boardroom priority.
Hollywood is forced to reckon with AI and streaming disruption, but creative storytelling and production remain strong.
Consumer product innovation is shifting toward deeply personalized and previously "taboo" spaces—e.g., smart toilet sensors for gut health.
Corporate perks arms races now include AI-infused cafeteria rankings—no detail too small in the recruiting wars.

The episode delivers a broad, high-paced, and often funny perspective on the evolving intersections of AI, investment, enterprise transformation, and consumer technology—while platforming sharp voices from across the frontier.