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.

12 matches for “Prediction Market”; 5 quoted, at least 25 words apart.

Changpeng Zhaoguest2:17:37

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 Zhaoguest2:17:48

…times. I every time I watch him talk, he seems to mention prediction markets. So it seems like the regulators and the, traditional markets are…

Changpeng Zhaoguest2:17:59

…get traction. You have to implement the right idea at the right time. I don't know what all the ingredients are for prediction markets, but

Changpeng Zhaoguest2:18:52

…the EZ Labs, the fund I'm involved with, we invest in multiple prediction markets, so we'll see which ones work. But I do think that…

Changpeng Zhaoguest2:19:37

…a little bit different. Yeah. Right? There'll be something that's know, even prediction markets today, they're different from the sort of prediction markets four or…

Where the listed words were said

Changpeng Zhaoguest“AI / Artificial Intelligence” · 2:04:55

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 Zhaoguest“Blockchain” · 2:03:00

…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 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” · 2:12:18

Yeah. I think America, for the last few years, before the Trump administration was, you know, fairly anti crypto, so many of the, founders left,…

Changpeng Zhaoguest“China / Chinese” · 2:13:56

…They're very hard to predict. Mhmm. I think the president Xi in China is easier to predict than president Trump. President Trump is like a…

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