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TBPN
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TBPN
@tbpn
Technology's daily show. Hosted by @johncoogan & @jordihays. Streaming live 11a-2p PT every weekday. Sign up for TBPN's daily newsletter at TBPN.com.
Joined September 2024
- TBPN reposted
Debuted our new stock chart component yesterday, by @areatechnology_ Showing market cap instead of share price, because that’s how our audience thinks about these companies
- $NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's
00:00 - Applied Intuition CEO @qasar says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders
00:00 - "Warren Buffett has this old metaphor: the yes basket, the no basket, and the too-hard basket. For me, software is generally in the too-hard basket." — @altcap Brad shows how the recent rerating of software stocks simply brought them down to the average market P/E ratio. "So
00:00 - Alex Karp can dead hang for 5m30s. He says a 1m30s dead hang is respectable, and 2m is super elite. He gave us tips to increase your dead hang on TBPN today: "The single biggest mistake people make is they try to hang every day. You need recovery. It's like anything else." "If
00:00 - "Everyone's making fun of these Koreans for being long memory stocks. But we're talking single-digit P/E multiples. It's probably going to last 2-3 more years. Triple digit growth." — @firstadopter "Layer that onto the fact that 4 years ago, all these memory companies saw their
00:00 - Sequoia’s @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of
00:00 - Instead of pulling back on early-career hiring, Cloudflare hired over 1,000 new-grad interns. "We're trying to make bets on people who can function in really dynamic environments. A lot of people have cut back on early-career hiring. We hired 1,111 interns this summer." - CEO
00:00 - From the archives: We asked @shaunmmaguire about his opinions on @NASA and @SpaceX. "NASA thinks that launch is very precious. They need to understand SpaceX's insane capabilities." "Launch will become abundant. @elonmusk will drive Starship costs to $20/kg in 20 years, and $0
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