OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

Overview

This episode dives into OpenAI's ambitious $750 billion valuation target, the financial intricacies of Warner Brothers' potential deal with Paramount, and the evolving landscape of AI and IPOs. The hosts also explore quirky tech innovations and the intersection of business and politics, including Trump's unexpected ventures.

Notable Quotes

- It feels like the vibes around OpenAI are in a trough of disillusionment, potentially going into a plateau of productivity. – John Coogan, on OpenAI's current trajectory.

- People can have their issues with the president, but they cannot deny that he is a technology founder. – Jordi Hays, on Trump's business ventures.

- Can't wait for this AI bubble to pop so we can all go back to normal, just like how the internet completely disappeared after the dot-com bubble popped. – John Coogan, sarcastically addressing AI skeptics.

🤑 OpenAI's Valuation and Market Sentiment

- OpenAI is reportedly in early talks to raise tens of billions, potentially valuing the company at $750 billion.

- Jordi Hays notes that sovereign wealth funds are likely key players in such massive funding rounds.

- John Coogan observes a shift in sentiment, with OpenAI moving past negativity and resetting narratives, signaling a potential rebound in market confidence.

- The hosts discuss the broader AI investment landscape, comparing it to the internet's slow but transformative growth.

🎥 Warner Brothers vs. Paramount: Financial Drama

- Warner Brothers rejected Paramount's bid, citing concerns over financing backed by Larry Ellison's revocable trust.

- Jordi Hays humorously imagines scenarios where Ellison could revoke the trust, leaving Warner stranded.

- The discussion highlights the complexities of using revocable trusts in high-stakes M&A deals, with John Coogan pointing out the risks and legal loopholes.

🤖 The 2025 AI Model Wars

- The hosts review a year of rapid AI advancements, including OpenAI's GPT-5.2 and Google's Gemini 3.

- Tyler dismisses claims of an AI winter, emphasizing continuous progress and improved benchmarks.

- The conversation touches on the saturation of AI capabilities and the ongoing competition among tech giants.

🌐 Trump's Business Ventures and Fusion Power

- Trump Media announced a surprising merger with a nuclear fusion firm, aiming to develop clean energy solutions.

- John Coogan compares this move to Amazon's diversification into data centers, framing it as a bold, albeit unconventional, strategy.

- The hosts reflect on Trump's evolution as a tech founder, contrasting it with historical examples like Jimmy Carter's divestment from his peanut farm.

🎈 Quirky Innovations and Tech Trends

- A streamer modified the Apple Vision Pro's weight using helium, sparking a discussion on cyberpunk aesthetics and practical applications.

- The hosts joke about helium scarcity and envision personal blimps as the next frontier in innovation.

- They also explore Arcway, a 3D real estate visualization tool, and its potential integration into platforms like Zillow.