TBPN: Episode, Oct 28, 2025
On the Oct 28, 2025 episode of TBPN, 3 of the 10 words Kalshi listed were said; Parrot’s count agreed with 9 of 10 settlements. Quotes below are at most 25 words each.
Updated
Markets
10 words · 3 settled yes · our count agreed on 9 of 10- Kalshi: named speaker only
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Game / Gaming | Yes | 12 | 21 | ✓ | –new new word, no probability yet | – |
| Copilot | Yes | 7 | 25 | ✓ | –new new word, no probability yet | – |
| ChatGPT | Yes | 0 | 8 | ✗ | –new new word, no probability yet | – |
| Agentic AI | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Quantum | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Talent | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Tariff | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Teams | No | 0 | 6 | ✓ | –new new word, no probability yet | – |
| Trump | No | 0 | 0 | ✓ | –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 20, 2026 23:45 UTC.
Transcript
quotes of at most 25 wordsPublisher transcript · TBPN podcast transcript (publisher RSS) · Source · Used to count words; quotes of at most 25 words.
14 matches for “Cloud”; 5 quoted, at least 25 words apart.
And it started, I think, in 2016. In fact, we were. Azure was the first cloud provider
…where I think they went off. I think they went to other clouds. And so I lost touch for a while. Oh, yeah. And then…
…99% gross margin server business, and you have to move to the cloud, and you don't even know, man, is there a margin here? And…
…it's consoles Yeah. Whether it's the PC, whether it's mobile, whether it's cloud gaming Yeah. We wanna or the TV. So we just wanna make…
…sold a few servers. Yeah. But, man, we sell a lot of cloud VMs Yeah. Or containers. Sure. Who would have thought how expansive Yep.…
Where the listed words were said
Any of you guys have thought about. Like, that's a game changer. Yep. So it pre and oh, by the way, we're all, like, excited…
Is when I first saw GitHub Copilot. Sure. And I said, man, this is what?
Agents: this page as TSV at /api/v1/appearances/tbpn:2025-10-28:podcast_episode · words: /api/v1/brief?appearance=tbpn:2025-10-28:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP