TBPN: Episode, Apr 9, 2026

TBPN Podcast, April 9, 2026: Jassy's Shareholder Letter, The Next AI Capability, 𝕏 Timeline Reactions | Saagar Enjeti, Joe Weisenthal, Kesava Kirupa Dinakaran, Brian Man
Thu, Apr 9EpisodePublisher transcriptTBPN

On the Apr 9, 2026 episode of TBPN, 8 of the 12 words Kalshi listed were said; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 8 settled yes · our count agreed on 12 of 12

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
AI / Artificial Intelligence Yes1493✓–n=1 too little history for a probability–
Blockchain Yes99✓–n=1 too little history for a probability–
Prediction Market Yes812✓48%n=2 from settlement history–
Bitcoin 2+ timesYes423✓–new new word, no probability yet–
Trump Yes35✓25%n=3 from settlement history–
China / Chinese Yes26✓–n=1 too little history for a probability–
Stablecoin Yes22✓–new new word, no probability yet–
Ethereum / ETH Yes11✓–new new word, no probability yet–
Fraud No00✓–new new word, no probability yet–
FTX / SBF No00✓–new new word, no probability yet–
Pardon No00✓–new new word, no probability yet–
Winter No00✓–new new word, no probability yet–

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 words

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

9 matches for “Blockchain”; 5 quoted, at least 25 words apart.

Changpeng Zhaoguest2:03:00

…too transparent. It's actually extremely easy to track crypto funds. Like, the blockchain is a public ledger, and then if you couple that with a…

Changpeng Zhaoguest2:03:40

…in crypto Mhmm. And if you get one payment today on the blockchain, you can just trace to the address I paid you and see…

Changpeng Zhaoguest2:04:55

Sure. Absolutely. Yeah. I think what both AI and blockchain are big recent new big industries. I think there's really three big technologies in my…

Changpeng Zhaoguest2:05:23

…payments in every country is a little bit different. Mhmm. Whereas crypto, blockchain is the same across different countries. So, one you integrate with the…

Changpeng Zhaoguest2:05:49

I think right now, a lot of the applications are, in blockchain, quite difficult to build. I think with AI, we can probably build safer…

Where the listed words were said

Changpeng Zhaoguest“AI / Artificial Intelligence” · 2:07:35

I actually think AI is going to improve security for most projects. Like Anthropic Cloud. Yeah. Right? So now they're I think if you play…

Changpeng Zhaoguest“Blockchain” · 2:12:25

…There's, the biggest crypto exchanges are not in America, today. The biggest blockchains, the biggest stablecoin, they're not America based, So I think America misses…

Changpeng Zhaoguest“Prediction Market” · 2:17:37

Yeah. So I think I today, I do think prediction markets has a huge potential and it's already pretty big. Like, the the top players…

Changpeng Zhaoguest“Bitcoin (2+)” · 2:00:41

Sure. I mean, look, from 2013, right, people think that Bitcoin's only used by drug lords, or for illicit activities. The truth is actually, if…

Changpeng Zhaoguest“Trump” · 2:13:58

…think the president Xi in China is easier to predict than president Trump. President Trump is like a wildcard. Right? It's like which is which…

Changpeng Zhaoguest“China / Chinese” · 2:16:40

…Some sometimes AI make very obvious mistakes. You know, you you pronounce Chinese names wrong, which I would not make that mistake. Yeah. You pronounce…

Changpeng Zhaoguest“Stablecoin” · 2:02:10

…regulatory guy. But, seems like, no, there's a lot of debates about, stablecoin interest rates. So, I think it's a big important issue, but from…

Changpeng Zhaoguest“Ethereum / ETH” · 2:09:34

…have a founder centralization. Yeah. Right? For example, if you look at Ethereum, Metallic's there. Right? So there's a founder centralization. Yep. What makes Bitcoin…

Agents: this page as TSV at /api/v1/appearances/tbpn:2026-04-09:podcast_episode · words: /api/v1/brief?appearance=tbpn:2026-04-09:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP