TBPN · 2026-07-28 · 1h 50m
(01:17) - Big Companies Are Hiring Again (09:58) - 𝕏 Timeline Reactions (20:19) - NVIDIA $50B Tenant (23:33) - The Three Anthropic Proposals (35:00) - Tae Kim discusses negative sentiment around AI and semiconductor stocks, arguing that sensationalized headlines obscure strong underlying demand for compute, memory, and data-center infrastructure. He remains bullish on Nvidia and the broader AI trade, predicting that agentic AI, recursive self-improvement, and growing enterprise adoption will drive substantial investment and revenue growth. (01:06:32) - Kansas Town Splits Over Nuclear Reactor (01:10:58) - Ben Zweig, a labor economist and founder of workforce data company Revelio Labs, discusses how AI is reshaping hiring, employment, and workplace tasks. He explains that AI adoption generally correlates with company growth, while creative freelancing and task-based work face greater disruption, and AI-generated job applications are making it harder for employers to identify qualified candidates. (01:29:22) - Aakash Thumaty, founder and CEO of Takeoff, discusses the company’s rapid growth from near-zero to almost eight figures in revenue and its acquisition by Sierra.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
Bayt’s Rabea Ataya on 26 Years of Building and Why the Old MENA Startup Playbook No Longer WorksFWDstart · on Venture capital86 / 100
EP 148: Is the AI boom cracking? Inside July’s sell-off and beyondBeyond the Benchmark by EFG · on Investing85 / 100
The Best of Series Six: The Professional Investment PodcastThe Professional Investment Podcast · on Venture capital81 / 100
He Made It To The NFL. Now He Wants To Prove Himself All Over Again.Catalyst by Camber Creek · on Venture capital74 / 100
Edward Robson - Capital Allocation in TechnologyCloud Returns · on Venture capital68 / 100
Synthetic User Startups Are Venture Capital's New FrontierThe Venture Capital Podcast with Fexingo · on Venture capital44 / 100
Tesla’s Roadster, Car Week Takes, Unwell Beverages Shuts Down | Diet TBPN52 / 100Cursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends & More
North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPNSaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN