Diet TBPN: October 22nd, 2025

Overview

This episode dives into Apple's strategic partnership with F1, the implications of immersive technologies like Apple Vision Pro for live sports, and the competitive dynamics in the AI industry, including Meta's layoffs and Anthropic's scaling efforts.

Notable Quotes

- Apple's audience is people that become fans of a sport because they watch reality television about it. – Jordi Hays, on the overlap between F1's audience and Apple's demographic.

- Super intelligence is over. If you're at Meta, my advice is to start working on hyper intelligence. – John Coogan, critiquing Meta's AI strategy.

- Anthropic gets wildly disproportionately less MSM coverage than OpenAI despite approaching 3/4 of its revenue size. – John Coogan, highlighting media bias in AI coverage.

🏎️ Apple and F1 Partnership

- Apple has secured a five-year deal to stream F1 in the U.S., replacing ESPN, with an annual fee of $140–$160 million.

- The partnership aligns with Apple's high-value audience, which overlaps with F1's affluent and tech-savvy fanbase.

- Apple TV users will gain access to F1 content, including unique features like individual driver cameras.

- Jordi Hays expressed skepticism about the deal growing F1's U.S. audience, noting that ESPN's passive viewership model might have been more effective for exposure.

🕶️ Apple Vision Pro and Immersive Sports

- Despite expectations, Apple has not announced any groundbreaking 3D or spatial content for F1 on Vision Pro, disappointing fans of immersive tech.

- Critics argue that Vision Pro could revolutionize live sports by simulating courtside or trackside experiences, but Apple has yet to fully leverage this potential.

- John Coogan noted that creating immersive sports content isn't prohibitively expensive, suggesting missed opportunities by Apple.

🤖 Meta's AI Layoffs and Strategy

- Meta cut 600 jobs in its AI division, signaling a shift in focus amidst fierce competition in the AI space.

- Jordi Hays believes these laid-off employees will quickly find roles elsewhere, given the high demand for AI talent.

- Meta also announced plans to block non-Meta chatbots like ChatGPT from WhatsApp, affecting millions of users.

💻 Anthropic's Quiet Success

- Anthropic is scaling rapidly, approaching 75% of OpenAI's revenue, yet receives significantly less media attention.

- The company is in talks with Google for a high-value compute deal, potentially prioritizing Google infrastructure over AWS.

- John Coogan highlighted Anthropic's focus on B2B token generation and its understated but impactful growth strategy.

🎨 Miscellaneous Tech Insights

- The Louvre's repeated security breaches sparked a humorous critique of its management.

- Nvidia's H100-powered satellite initiative was mentioned as a step toward sustainable, high-performance computing in space.

- Jordi Hays joked about the art world's use of heists as a publicity tactic, adding a lighter moment to the discussion.