TBPN: Episode, Oct 15, 2026

TBPN Podcast, October 15, 2026: SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau
Thu, Oct 15EpisodeMachine transcriptTBPN

No Kalshi or Polymarket word markets were listed for the Oct 15, 2026 episode of TBPN. The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

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

Machine-attributed. Speaker turns are labelled by a model, not the publisher.

7 matches for “Nvidia”; 5 quoted, at least 25 words apart.

Speaker 1other21:23

…And stuff that's further out on the risk curve. Core Scientific, some Nvidia, some SanDisk. Okay. Yeah. So ASML. Yeah. Among others. So I think…

Speaker 1other49:25

NVIDIA. The only thing is like, I just... The way that Isaiah runs a company

Speaker 3other1:10:29

…Microsoft's doing great. Wall Street loves Microsoft, but, like, look at the growth of all these companies. NVIDIA is now out earning them per quarter.

Speaker 2other1:14:42

…like an AI device. Like, it's very much the opposite thesis from NVIDIA, the graphics cards, right, which got used as for for all sorts…

Speaker 2other1:15:45

…you thinking about the open source alliance? Like, all the things that NVIDIA is doing, the different groups there. Open AI has been kind of…

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