Diet TBPN: October 24th, 2025

0:00You're watching TVPN. Today is Friday, October 24, 2025. We are live from the TVPN UltraDome, the Temple of Technology, the Fortress of Finance, the Capital of Capital of Capital. You can think of it as the most accelerated, the most aggressive, the final, the most cutting-edge media properties that are out there. We have Martin Scrawley. He just turns on a live stream. He goes for hours and hours and hours and hours. It's not a media company. It's not a TV show. And he's moving markets, right? Exactly. Exactly. Then you have iShowSpeed and Mr. Beast, other examples of post-neo-media creators.

0:49You, of course, have had the expert media sphere with Andrew Huberman, Lex Friedman, AI expert, Joe Rogan, UFO expert, and then Andrew Huberman, of course. And then we have the neofactual media, more of the analysts focused on the actual truth, one of the, really the only truth-seeking organizations on the map in general. And the neotrads are doing this in a new way. This is new media that cosplays as traditional media. Exactly. So that's TBPN, right? It has some of the aesthetics of an ESPN, but it looks and feels. Good job, guys. Michael Dell just posted this and said, Congratulations, JP Morgan, on opening your new headquarters.

1:31He sold them all the monitors because the monitors are Dell monitors. So this is what peak performance looks like for sure. This is beautiful. This is what the trenches look like. Mobsters ran rigged poker games at Kylie Jenner's Lux NYC pad while she still owned it. The NBA is very concerned about the multiple arrests made as a result of the FBI sports gambling raid. Use code multiple arrests for a 30 % profit boost on a three-leg parlay with DraftKings, the official gambling partner of the NBA. Snap is in talks to raise at least$1 billion for AR glasses, multiple investors involved, including Saudi Arabia's sovereign wealth fund.

2:08Samsung just launched a Vision Pro competitor. The Samsung Galaxy XR is powered by Android XR, and it's supposed to be at the Apple Vision Pro level in terms of fidelity, I think. Android's been kind of a better steward to the developer community than Apple. And I think a lot of the obvious developer partners that would go and build apps for the Apple Vision Pro are taking a wait-and-see approach. Why don't you go get the audience first, Apple? Make sure that there's actually 100 million DAUs of this thing, like the iPhone, before I build an app for this. Speaking of smart devices, Kohler, the toilet manufacturer, is making a new toilet camera that provides health insights based on your bathroom breaks, which is insane because Throne, you know, the startup Throne is doing this.

2:57I thought it was like an insane idea. But at least no one else would go and compete. And then Kohler, you know, obviously a major manufacturer decided, I'm sure they were somewhat inspired by Throne to go get into the game of toilet cameras, health tracking. So we'll see how this plays out. Female spies are waging sex warfare to steal Silicon Valley secrets. This has been the meme of like the CCP spy girlfriend. Is this just something where Europe takes two months to get to the current thing on X? This is an article that literally just says what Axe was talking about four months ago. They're saying some of the spies are even marrying and having children with their targets, which is really...

3:44You know what a good... Have you seen The Americans? Atlas says, geez, I would sure hate for a beautiful Chinese spy to wage sex warfare against me for my production secrets. My production secrets are super important. I would hate for this to happen. Cheddar, it's the TikTok of sports wagering. unlike other platforms, they allow players under 21 and in 46 states. A16Z-backed double speed lets you control thousands of social media accounts with AI, ensuring they look as human as possible. Quote, never pay a human again. I think they're trying to position it as this is an alternative to influencer marketing, but it does look and feel more like an influence operation.

4:23This feels like bot farming. Nier's not really dunking here. Like Nir's just saying A16Z back double speed lets you control thousands of social media accounts with AI. People are calling this like morally lame and impoverished. And Bessert Copa says, how so? There are already a million bot farms around the world. They wreaked havoc on our elections not so long ago. Shouldn't the best ones be built in America and pioneer the latest tech and rules to govern it? Wait, so he's saying they have wreaked havoc on the world, but so we should build it in America. Edgar is bringing real money engagement into free-to-play sweepstakes, America's number one social casino for slot lovers.

5:01These are insane. I can't believe this is real. Bet on your bills. OnlyFans. This is so dark. I can't even. What is this? Bet on your bills with covered. OnlyFans, child support, and last night's Uber. Stop. Wipe them from your credit card by playing your favorite casino games, all from the comfort of our app. 6 million views on this post and only 292 likes. It's so funny that just a quote tweet from Hero Thousand Faces that just says societal breakdown gets more likes with 30 ,000 views. This is incredible. Double your bills or nothing. The interesting thing is a lot of these kinds of ideas, kinds of apps end up being massive businesses that you don't typically see.

5:49Stick to the infrastructure, baby. Go to Turbo Puffer. Search every byte. Serverless Vector and Full-Tex Search. Built from first principles on object storage. Fast. 10x cheaper. Extremely scalable. The Gummy Bear Company casually dropping revolutionary battery technology for$25 on Amazon. The lightest ever of this capacity. And pretending nothing happened is one of the funniest things of all time. This is Haribo. Its weight is 286 grams. Just a little bit over what they claim. The capacity is 83 watt hours. Printed on the battery, it says capacity 20 ,000 milliamp hours. Oracle just secured a$38 billion debt deal to finance two new data centers.

6:33They said they couldn't lever any more. They shouldn't, but they are not listening. $23 billion will go toward a Texas site and nearly$15 billion towards one in Wisconsin. Johnson just offloaded some data center construction debt to his schoolteachers 401k. My father is a retired schoolteacher, so hopefully he's going to be a little frustrated with me if that ends up being the case. Xperia, they notified its Japanese automotive customers that it may no longer be able to guarantee supply, triggering renewed concern about upheaval at the chip makers. Never change, Masa. This guy rocks. SoftBank hunts for humanoid robot startups.

7:15SoftBank's Masayoshi Sun has long predicted a future where robots would outnumber people and take over many jobs from humans. But some of SoftBank's bets in robotics over the past 10 years, such as robot company Pepper, have not panned out. Now the company is renewing its robot ambitions, particularly in robots that resemble humans. Can you imagine? I think it's probably true that Masa and SoftBank were too early in some of their robotics bets, right? They bet really heavily a decade ago. This feels like a great time to be building in humanoid robots or robots generally. There's a ton of interesting startups, 1X, and there's smaller companies, and there's supply chain stuff.

7:57And it's one of those things where it's like, are you more worried about being too early or being too late? The Interaction Company of California has managed to really break through the noise and deliver a truly novel consumer AI product experience. dot dot dot nothing important don't worry about it poke.com itself is a fantastic domain and a name for their business and audience i just skipped over of course though though there's a little bit of criticism in there i was criticizing the general sort of like name convention but this was a absolutely perfect response chef's kiss a perfect response ohio has a new bill uh that goes far beyond her marriage far beyond banning human ai marriage The measure would define AI systems as non-sentient entities, strip them of any claim to legal personhood, forbid them from owning property, holding financial accounts, controlling IP, or acting as company directors.

8:51So it's basically game on if we get a humanoid. It has no rights in Ohio. So if we take it to Ohio, like the unitary is going to be sitting there being like, hey guys, why are we going to Ohio? You know, I'd love to stay in a different state because I would hate for you to destroy me and then face no legal consequences because I have no rights in Ohio. Ohio clearly hasn't read less wrong. Finally, some good news, which is that hedge fund assets hit$5 trillion with most inflows since before the financial crisis. Great hit, John. assets in the global hedge fund industry have surged to record five trillion as investors poured money into alternatives and funds posted solid gains our gong is gifted today you hear this right to the buco capital the legend says i'm always so confused when tesla goes down on earnings as the business performance is completely irrelevant to the price of stock they put up uh over 1.4 billion, I think, of free cash flow as a trillion dollar company.

9:56It's pretty bad that Xi Jinping models TikTok as spiritual opium and feels okay selling it to the West in a revenge opium war setup. For Trump, facing the sale of the high profile app was a populist victory framed around national security. For Xi Jinping, however, the app was a low cost bargaining chip. He had privately dismissed it as spiritual opium. That makes a ton of sense. In more important geopolitical news, Justin Bieber is on Twitch. Almost 19 years after we got started, we finally got Bieber. So never give up. I think my favorite post of the week, it's now been deleted. It was a post that said, I honestly don't care if I get fired.

10:37I was part of the illegal gambling ring with Chauncey Billups and Terry Rose here. My name is Andy Jassy and I work at Amazon. Sora was dethroned in the app store by Dave's Hot Chicken. Play the wah-wah. And an eagle sound effect for Dave. Their team, I think, is just really cracked because I don't think this is the first time they've charted number one. I think most people think that the Dave's Hot Chicken team is one notch above the OpenAI team. In terms of just product design, growth. Yeah, just IQ and strategy. AI research. Research, yeah, these types of things. I think most people think it's sort of like, you know, a hotbed of the best talent in the world.

11:23We had a really fun week. Next week is going to be wild as well. I think it's going to be a magnificent week. I think so, too. It's going to be absolutely magnificent. I think it will be magnificent. And I can't wait to be back. So have a wonderful Friday. Have a wonderful Saturday. Have a wonderful Sunday. We'll be counting down the hours until we are going live again on Monday. And thank you for tuning in. Goodbye. Cheers. you