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The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao

TBPN · 2026-07-20 · 2h 41m

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Topics in this episode

Venture capitalInvestingcryptomoneywealth

Episode notes

(01:35) - The AI Cold War (33:40) - Odyssey Rips (44:19) - 𝕏 Timeline Reactions (55:54) - Tyler Cowen is an American economist, author, and professor at George Mason University, known for his work in cultural economics and as co-author of the blog Marginal Revolution. He discusses the inevitability of open-source AI, emphasizing that attempts to ban it are futile due to its global proliferation, particularly from China. He also highlights the challenges Europe faces in competing with Chinese industries, suggesting that imposing tariffs may not be an effective solution. (01:31:26) - Danny Yeung, CEO and co-founder of Prenetics, discusses the rapid growth of IM8, a health supplement brand co-founded with David Beckham, achieving $100 million in annual recurring revenue within 11 months and projecting over $200 million in its second year. He attributes this success to a global launch strategy, shipping to 31 countries from day one, and highlights a $1 billion growth commitment from General Catalyst, emphasizing the importance of strong retention cohort data for predictable future revenue. (01:37:48) - Connor Love, a former U.S.

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