Diet TBPN: October 20th, 2025

Overview

This episode dives into a range of topics, including the state of artificial intelligence (AI) and its future, the implications of major tech partnerships, a high-profile heist in Paris, and cultural shifts in society. The hosts, John Coogan and Jordi Hays, share their insights on these issues, often with a mix of humor and skepticism.

Notable Quotes

- AI will probably most likely lead to the end of the world, but in the meantime, there'll be great companies. – Sam Altman, as quoted by Jordi Hays.

- All of industrialization is a bubble. We're going back to monkey. We're returning to monkey. – John Coogan, on the potential collapse of technology and industrialization.

- The fact that 10 years to AGI is considered a bearish take is crazy. – Jordi Hays, on the timeline for artificial general intelligence.

🧠 The State and Future of AI

- Andre Karpathy, a respected AI researcher, described AI as slop but also praised its capabilities, particularly in autocomplete. He suggested AGI (Artificial General Intelligence) is likely a decade away, not imminent.

- The hosts discussed the public's mixed reactions to Karpathy's comments, contrasting them with Sam Altman's earlier optimistic predictions about AGI.

- Jordi Hays noted that OpenAI is operating like a traditional tech company, focusing on scaling paid users and launching commercial products, which seems at odds with the idea of AGI being imminent.

- Concerns were raised about a potential AI bubble burst, with John Coogan speculating that economic factors like over-leveraged markets and financial mismanagement could lead to a crisis.

📈 OpenAI's Rapid Growth and Partnerships

- OpenAI's growth trajectory was compared to tech giants like Google and Amazon, with John Coogan noting that OpenAI is scaling faster in terms of users and revenue.

- The company has formed partnerships with Etsy and Walmart but notably avoided Amazon and eBay, likely due to competitive concerns.

- The hosts discussed the slowing growth of ChatGPT and speculated on OpenAI's interest in developing its own browser to drive further adoption.

💎 The Louvre Heist

- A daring robbery at the Louvre saw thieves steal priceless royal jewels, including an emerald necklace and a diamond-encrusted crown.

- The heist involved dramatic elements like angle grinders, high-visibility vests, and a failed attempt to burn the getaway vehicle.

- The hosts humorously speculated about potential buyers, including high-profile figures like Vladimir Putin or Kim Jong Un.

🌍 Geopolitics and AI Investment

- Nvidia CEO Jensen Huang revealed that the company has completely exited the Chinese market, citing geopolitical tensions. However, Nvidia is thriving in other regions like Singapore and Malaysia.

- The hosts discussed the ambitious projection of AI capital expenditure growing to $3-4 trillion by 2030, with private markets expected to contribute significantly.

- The conversation touched on the strategic importance of rare earth materials and the U.S.'s long-term plans for technological independence from China.

🎲 Cultural Shifts and Economic Indicators

- The hosts explored the impact of Ozempic, a weight-loss drug, on industries like snack foods, liquor, and even Las Vegas tourism, suggesting it might be contributing to a decline in gambling and nightlife.

- They also noted a shift in relationship advice on platforms like Reddit, which now leans more toward advocating for breakups, boundaries, and therapy rather than compromise or communication.

- The discussion ended with a humorous take on AI's potential to replace human labor, with Jordi Hays joking about Uber drivers doing data labeling tasks while waiting for passengers.