TBPN: Episode, Jul 23, 2026

TBPN Podcast, July 23, 2026: AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa Su
Thu, Jul 23EpisodePublisher transcriptTBPN

On the Jul 23, 2026 episode of TBPN, 4 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 · 4 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
Anthropic / Claude Yes517✓27%n=2 from settlement history–
Helios Yes23✓–new new word, no probability yet–
Robot / Robotic / Robotics Yes111✓43%n=2 from settlement history–
OpenAI / ChatGPT Yes112✓–n=1 too little history for a probability–
Accelerator No01✓–new new word, no probability yet–
Google / Gemini No036✓–new new word, no probability yet–
Hugging Face No00✓–new new word, no probability yet–
Intel No00✓–new new word, no probability yet–
TSMC / Taiwan No00✓–new new word, no probability yet–
Nvidia No02✓–n=1 too little history for a probability–
Trump No00✓35%n=4 from settlement history–
Data Center No07✓27%n=2 from settlement history–

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.

Where the listed words were said

Lisa Suguest“Anthropic / Claude” · 1:32:43

know, Tom Brown of Anthropic with us, you know, Santosh of Meta, Sachin of OpenAI, you know you know, Germany at AT and T. Yeah.…

Lisa Suguest“Helios” · 1:31:28

…of years and years of work. You You you think about launching Helios, you think about launching Venice, you think about bringing together the entire…

Lisa Suguest“Robot / Robotic / Robotics” · 1:39:07

…another place where, you know, we just launched these, you know, small robotics form factors so that people can can experiment with it. So I…

Agents: this page as TSV at /api/v1/appearances/tbpn:2026-07-23:podcast_episode · words: /api/v1/brief?appearance=tbpn:2026-07-23:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP