TBPN: Episode, Oct 10, 2025

TBPN Podcast, October 10, 2025: Sam Altman LIVE on Sora, Hollywood, & the Future of Ads | Bill Peebles, Dylan Patel, Elad Gil, Robby Stein, Morgan Housel, Misha Laskin
Fri, Oct 10EpisodePublisher transcriptTBPN

On the Oct 10, 2025 episode of TBPN, 5 of the 30 words Kalshi and Polymarket listed were said; Parrot’s count agreed with all 30 settlements. Quotes below are at most 25 words each.

Updated

Markets

30 words · 5 settled yes · our count agreed on 30 of 30

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Video Yes1146✓–new new word, no probability yet–
GPT 7+ timesYes722✓–new new word, no probability yet–
Compute Yes48✓–new new word, no probability yet–
Sora Yes341✓–new new word, no probability yet–
IP / Intellectual Property Yes12✓–new new word, no probability yet–
Sora 5+ timesNo341✓–new new word, no probability yet–
Agent No06✓–new new word, no probability yet–
AMD No013✓–new new word, no probability yet–
Browser No00✓–new new word, no probability yet–
Claude / Gemini / Grok No015✓–new new word, no probability yet–
Codex No01✓–new new word, no probability yet–
Copyright / DMCA No01✓–new new word, no probability yet–
Crypto / Bitcoin No05✓–new new word, no probability yet–
Elon / Musk No03✓–new new word, no probability yet–
OpenAI 5+ timesNo036✓–new new word, no probability yet–
Trump No010✓–new new word, no probability yet–
Regulation No00✓–n=1 too little history for a probability–
Anthropic / Claude No02✓–new new word, no probability yet–
Elon No02✓–new new word, no probability yet–
Google / Gemini No070✓–new new word, no probability yet–
Meta No03✓–new new word, no probability yet–
Nuclear No01✓–new new word, no probability yet–
Robot No01✓–new new word, no probability yet–
Meme No08✓–new new word, no probability yet–
Nvidia No021✓–new new word, no probability yet–
TikTok No01✓–new new word, no probability yet–
AGI No00✓–n=1 too little history for a probability–
China No019✓–n=1 too little history for a probability–
DeepSeek No06✓–n=1 too little history for a probability–
Privacy No00✓–n=1 too little history for a probability–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Publisher transcript · TBPN podcast transcript (publisher RSS) · Source · Used to count words; quotes of at most 25 words.

46 matches for “Video”; 5 quoted, at least 25 words apart.

Sam Altmanguest58:18

…that we see emerge that just weren't possible in previous kinds of video. This is like a fun period because it's all gonna be so…

Sam Altmanguest1:02:15

…very early. Yeah. I think Bill said that I appreciated is this is this is the this is like the GPT 3.5 moment for video.

Sam Altmanguest1:02:28

…know how to go make the g p t four equivalent of video models, and we will do that. And then a lot of these…

Sam Altmanguest1:03:19

…and better, and they will always find new and better things to use it for, and the world will just make ever more amazing videos.

Sam Altmanguest1:05:06

…an incredible job of figuring out how people actually wanna use these video models, what the models need to do. Really, they've approached this as…

Where the listed words were said

Sam Altmanguest“Video” · 1:07:03

…sign me up. That sounds great. Similarly, I would rather watch a video about someone I know than some random AI generated character, which is…

Sam Altmanguest“GPT (7+)” · 1:18:30

…remember, like, there was a real reaction like this in the early GPT days where people were like, I can't believe anyone reads this. It's,…

Sam Altmanguest“Compute” · 1:14:08

…focus of how I spend my days to just go get more compute rather than have to make the compute allocation decisions. Yeah. I still…

Sam Altmanguest“Sora” · 57:33

…are just not things that could have ever existed without something like Sora or wouldn't have been easy to make. And watching people build those…

Sam Altmanguest“IP / Intellectual Property” · 1:17:25

…more of them will. Similar thing on other kinds of characters in IP. I can totally imagine a world where our problem in a year…

Agents: this page as TSV at /api/v1/appearances/tbpn:2025-10-10:podcast_episode · words: /api/v1/brief?appearance=tbpn:2025-10-10:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP