TBPN: Episode, Oct 22, 2025

TBPN Podcast, October 22, 2025: Apple Bets on F1, Meta Axes AI Jobs, Anthropic in Google’s Sights | Jeff Yan, Kevin Rose, Tomasz Tunguz, Shan Aggarwal, Nick Abouzeid, David
Wed, Oct 22EpisodePublisher transcriptTBPN

On the Oct 22, 2025 episode of TBPN, 3 of the 19 words Kalshi and Polymarket listed were said; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.

Updated

Markets

19 words · 3 settled yes · our count agreed on 19 of 19

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
Bitcoin / BTC Yes1924✓–new new word, no probability yet–
Exchange Yes711✓–new new word, no probability yet–
DeFi Yes45✓–new new word, no probability yet–
Liquidity 4+ timesNo34✓–new new word, no probability yet–
HIP3 3+ timesNo12✓–new new word, no probability yet–
Binance No00✓–new new word, no probability yet–
CZ / Changpeng Zhao No00✓–new new word, no probability yet–
Gas Fee No00✓–new new word, no probability yet–
Korea No00✓–new new word, no probability yet–
L1 / Layer One No00✓–new new word, no probability yet–
SOLA No00✓–new new word, no probability yet–
Builder codes 3+ timesNo00✓–new new word, no probability yet–
Crash No00✓–new new word, no probability yet–
Prediction market No06✓–new new word, no probability yet–
Solana No00✓–new new word, no probability yet–
USDH No00✓–new new word, no probability yet–
Aster No00✓–n=1 too little history for a probability–
Liquidation No00✓–n=1 too little history for a probability–
Phantom 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.

Where the listed words were said

Jeff Yanguest“Bitcoin / BTC” · 1:32:29

…You know, it's like, not your keys, not your coins. And Yep. We had strayed very far from the original ethos of Satoshi and Bitcoin.

Jeff Yanguest“Exchange” · 1:33:06

…more later, but, it's a blockchain. It's not just not just an exchange. But Yeah. The I guess it's it's best known as the place…

Jeff Yanguest“DeFi” · 1:31:51

…were a small team doing trading in crypto, and we're looking at DeFi and CeFi and had already kind of a sense that we wanted…

Agents: this page as TSV at /api/v1/appearances/tbpn:2025-10-22:podcast_episode · words: /api/v1/brief?appearance=tbpn:2025-10-22:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP