Launching TMTB Podcast Intel - Powered by Ethmos

Research agents that listen to every episode in TMTB’s coverage universe

Sep 15, 2026

∙ Paid

Starting today, we are excited to be launching TMTB Podcast Intel.

As you already know, some of the best alpha and insights in Tech increasingly live in podcasts. Nobody has time to listen to all of them, let alone filter through the flood of podcasts coming out every day to find the highest-signal ones.

So we decided to partner with an expert. Ethmos runs AI podcast agents around the clock: tell it the companies, themes and shows you care about, and whenever a relevant episode drops it listens to all of it and writes you a brief. For TMTB, those agents follow our universe of names, surface the episodes worth your time, and write the briefs below; we go through and curate to make sure only the highest-signal pods make the cut.

TMTB readers can also build custom agents for their own coverage: try Ethmos free for 14 days and get 25% off your first month.

We hope you enjoy TMTB Podcast Intel, delivered several times a week to all TMTB paying subs. Below is today’s edition.

Today’s Essential Episodes:

Jensen Huang on the “Doomer Hoax”, Superintelligence and Where NVIDIA Puts Its Capital
All-In with Chamath, Jason, Sacks and Friedberg, and Jensen Huang, NVIDIA founder and CEO, with a live call from President Trump
His rebuttal to the pace-the-frontier essay, the Hugging Face acquisition and why closed models are bottled water next to free open ones, the race with China, and how NVIDIA allocates capital.
Apple’s Silicon Leaders on the Move to 2 Nanometer
The Circuit with Ben Bajarin, and Apple’s Tom Boger, Kaiann Drance and Sri Santhanam
Three Apple principals at Apple Park on the A20 Pro and M-series jump to 2nm, the dual neural engine and unified memory, and what vertical integration buys. Reads straight through to TSMC N2.
Elon Musk and Gwynne Shotwell on Terafab, Starship and a SpaceX-Tesla Merger
All-In with Chamath, Jason, Sacks and Friedberg, and Gwynne Shotwell, SpaceX President, joined by Elon Musk
Why Terafab exists (chips from Taiwan may not always come), Starship’s flight 14 next with a possible ship catch on flight 15, data centers in space, and Musk’s own take on AI risk and model peer review.
Cerebras CEO Andrew Feldman on Wafer-Scale and the Plan to Take On NVIDIA
Uncapped with Jack Altman, and Andrew Feldman, Cerebras co-founder and CEO
Why a fundamentally different architecture is the only viable attack on NVIDIA, who is buying wafer-scale inference (OpenAI, the US government, sovereign clouds), and what it costs to make.
OpenAI’s Noam Brown on What Happens When AI Starts Improving AI
The Information’s TITV AI Deep Dive with Rocket Drew, and Noam Brown, OpenAI research scientist
Reinforcement learning, agents that delegate to each other, the Hugging Face incident, and OpenAI’s push toward models that improve the next generation. The mechanism under the pacing debate, from inside the lab.
Dan Niles: AI Won’t Kill Us, But Some AI Stocks Won’t Survive
In the Money with Amber Kanwar, and Dan Niles, founder and portfolio manager of Niles Investment Management
The investor’s read on the selloff: data-center push-outs, slowing AI spend growth, which names the cycle leaves behind, and how he is positioned.