TBPN

IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page

· PT2H22M7S

Összefoglaló

A Puck újságírója, Dylan Byers a Warner Brothers Discovery és a Paramount egyesítésének kihívásait tárgyalja, kitérve az állami ügyészek ellenkezésére. Noah Schochet, a TerraFirma társalapítója a robotika és automatizálás integrálásával forradalmasítja az építőipart. Saam…

Röviden

Műsor
TBPN
Megjelenés
2026. 07. 14.
Hossz
2 óra 22 perc
Témák
robotika és automatizálás, robotics and automation

Fejezetek

  1. — IBM Nukes (07:36) - Demis Govt Plan (20:08) - NY Pauses AI Datacenters (25:38) - Can Pretty Data centers Win? (27:58) -
  2. — Noah Schochet, co-founder and CEO of TerraFirma, discusses how he and his co-founder, both former SpaceX engineers, foun
  3. — Saam Motamedi, a partner at Greylock Partners, focuses on early-stage investments in AI, cybersecurity, and enterprise s
  4. — Ioannis Antonoglou, co-founder, president, and CTO of Reflection AI, previously served as a founding engineer at DeepMin
  5. — Jack Dent, co-founder and president of Chai Discovery, discusses the company's development of an AI-driven platform for
  6. — Evan Burns & Jamie Seltzer.
  7. — Tyler Page, CEO of Cipher Digital, discusses the company's transformation from bitcoin mining to developing AI data cent

Ebben az epizódban

(00:21) - IBM Nukes (07:36) - Demis Govt Plan (20:08) - NY Pauses AI Datacenters (25:38) - Can Pretty Data centers Win? (27:58) - Clanker Whales (29:23) - Dylan Byers, a founding partner and senior correspondent at Puck, is known for his in-depth coverage of the media industry.

He discusses the challenges David Ellison faces in merging Warner Brothers Discovery with Paramount, highlighting opposition from Democratic state attorneys general, particularly California's Rob Bonta, who seeks to block the deal on grounds that Byers argues are outdated given the current media landscape.

Byers also touches on the potential for Hollywood studios to relocate operations in response to regulatory pressures, emphasizing the evolving nature of the entertainment industry. (59:54) - Noah Schochet, co-founder and CEO of TerraFirma, discusses how he and his co-founder, both former SpaceX engineers, founded the company to revolutionize the construction industry by integrating robotics and automation to accelerate building processes.

They retrofit existing heavy machinery with custom-built software and hardware, enabling remote operation and increased efficiency.

Schochet emphasizes that while full autonomy may not be cost-effective due to construction's numerous edge cases, achieving approximately 75% autonomy with human oversight can significantly enhance productivity. (01:10:58) - Saam Motamedi, a partner at Greylock Partners, focuses on early-stage investments in AI, cybersecurity, and enterprise software.

He discusses Greylock's new $1.5 billion fund, Greylock 18, aimed at supporting early-stage founders, particularly in AI.

Motamedi emphasizes the vast opportunities in AI across the technology stack, from foundational models to applications, and highlights the potential for multiple significant winners in emerging categories due to the transformative impact of AI on various industries. (01:21:48) - Ioannis Antonoglou, co-founder, president, and CTO of Reflection AI, previously served as a founding engineer at DeepMind, contributing to projects like AlphaGo and AlphaZero.

In the conversation, he discusses Reflection AI's mission to develop frontier open models, emphasizing the need for exceptional talent and substantial computational resources, exemplified by their recent billion-dollar deal with Nubius.

He also reflects on the rapid advancements in AI over the past 15 years, highlighting the importance of adaptability and the exponential nature of progress in the field. (01:31:25) - Jack Dent, co-founder and president of Chai Discovery, discusses the company's development of an AI-driven platform for molecular design, likening it to a "Computer Aided design suite for molecules" that enables the creation of new medicines.

He highlights the platform's focus on the pharmaceutical industry, emphasizing its potential to revolutionize drug discovery by designing molecules that can effectively target diseases.

Dent also notes the rapid advancements in AI models for drug discovery, citing a significant improvement in success rates from 0.1% to 16% over the course of 2025. (01:44:50) - Evan Burns & Jamie Seltzer.

Evan Burns, CEO and co-founder of State Affairs, discusses the company's mission to provide real-time insights into policy and regulatory changes affecting businesses, aiming to shift companies from reactive to proactive engagement in the legislative process.

He highlights the challenges of navigating antiquated state government systems and the importance of having on-the-ground journalists to gather timely information.

Burns also mentions their recent $70 million funding round led by Coatue and Founders Fund, emphasizing plans to expand coverage to city and international levels.

Jamie Seltzer is the co-founder of State Affairs, an AI-powered policy intelligence platform that combines original statehouse reporting with AI to help governments, businesses, and advocacy organizations track and understand legislation across all 50 states.

He is also a general partner at LightShed Ventures, investing in technology, media, and communications companies. (01:56:57) - Tyler Page, CEO of Cipher Digital, discusses the company's transformation from bitcoin mining to developing AI data centers, highlighting their current projects totaling 700 megawatts across three sites in West Texas.

He emphasizes the importance of site selection, community engagement, and addressing concerns such as water usage and noise, noting that Cipher strives to be a good neighbor by contributing to local infrastructure and ensuring minimal environmental impact.

Page also outlines the company's capital market strategy, detailing their approach to financing and partnerships with hyperscalers like AWS and Google.

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Említett entitások

Témák

  • robotika és automatizálás
  • robotics and automation

Személyek

  • Noah Schoche
  • Saam Motamedi
  • Ioannis Antonoglou
  • Jack Dent
  • Evan Burns
  • Jamie Seltzer

Szervezetek, cégek

Hallgasd meg

Gyakori kérdések erről az epizódról: „IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page”

Miről szól ez az epizód: „IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page”?

A Puck újságírója, Dylan Byers a Warner Brothers Discovery és a Paramount egyesítésének kihívásait tárgyalja, kitérve az állami ügyészek ellenkezésére. Noah Schochet, a TerraFirma társalapítója a robotika és automatizálás integrálásával forradalmasítja az építőipart. Saam… Az epizód a TBPN című magyar podcast egyik adása, megjelenés: 2026. 07. 14..

Milyen témákat érint ez az epizód: „IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page”?

Fő témái: robotika és automatizálás, robotics and automation.

Mikor jelent meg és milyen hosszú ez az epizód: „IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page”?

Megjelenés: 2026. 07. 14.. Hossz: 2 óra 22 perc. Az epizód a Podiverzumon hallgatható meg: https://podiverzum.hu/podcast/tbpn/ibm-nukes-demis-govt-plan-paramount-wbd-deep-dive-dylan-byers-noah-schochet-saam-bfd158f4

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