TBPN: Episode, May 29, 2026

TBPN Podcast, May 29, 2026: Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe,
Fri, May 29EpisodePublisher transcriptTBPN

On the May 29, 2026 episode of TBPN, 2 of the 14 words Kalshi listed were said; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 2 settled yes · our count agreed on 14 of 14

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
VC / Venture Yes24✓–new new word, no probability yet–
AI / Artificial Intelligence Yes188✓62%n=2 from settlement history–
Kalshi No00✓–n=1 too little history for a probability–
LeBron No00✓–n=1 too little history for a probability–
Robot / Robotic / Robotics No04✓–n=1 too little history for a probability–
Anthropic / Claude No018✓–new new word, no probability yet–
Crypto / Bitcoin / Cryptocurrency No00✓–new new word, no probability yet–
Final No04✓–new new word, no probability yet–
Giannis No00✓–new new word, no probability yet–
Laker No00✓–new new word, no probability yet–
Nuclear No02✓–new new word, no probability yet–
Perp / Perpetual No00✓–new new word, no probability yet–
Pratt No01✓–new new word, no probability yet–
Elon / Musk No013✓–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 words

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

0 matches for “VC / Venture”.

Where the listed words were said

Kyle Kuzmaguest“VC / Venture” · 1:33:51

…you know, type of access and like get in with the whole VC and the tech space with everything and, you know, we can only…

Kyle Kuzmaguest“AI / Artificial Intelligence” · 1:44:46

…this, like, day and age when, you know, you think about a AI and, you know, everybody thinks, oh, you're going to lose your jobs…

Agents: this page as TSV at /api/v1/appearances/tbpn:2026-05-29:podcast_episode · words: /api/v1/brief?appearance=tbpn:2026-05-29:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP