TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
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Today’s Essential Episodes:
Anthropic’s Thariq Shihipar on Where Claude Code Goes Next, Claude Mods, Splitting Brain From Hands, and the Incidents Behind Pacing the Frontier
Latent Space, and Thariq Shihipar of AnthropicBen Bajarin and Jay Goldberg on YMTC and CXMT Capacity, Consumer Memory Pricing, Meta’s Muse and the Agentic CPU Crunch
The Circuit with Ben Bajarin and Jay GoldbergMongoDB Interim CEO Dev Ittycheria on CJ Desai’s Exit to Meta, Why Meta Is Not a Competitor and the Search for a Successor
CNBC’s Squawk on the Street with Sara Eisen, Carl Quintanilla and Mike Santoli, and Dev Ittycheria, interim CEO of MongoDB (the Ittycheria segment)Micron Before the Print: Gross Margins Near 85%, $100B of Strategic Customer Agreements and Whether This Is Still a Cyclical
The Deep End from Futurum Equitiesa16z’s Anish Acharya and Assistant Benchmark’s David Pawlan on the Personal Agent Race, Invisible Agents and How Much Autonomy Consumers Will Give
The a16z Show with Anish Acharya, and David Pawlan, creator of the Assistant Benchmark
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