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:
OpenAI CEO Sam Altman at DevDay on Agents That Simplify Work, the Compute Buildout, Simpler Model Choice and the Unsolved Alignment Problem
TBPN with John Coogan and Jordi Hays, and Sam Altman, CEO of OpenAI (the Altman segment)OpenAI’s Asad Awan on How ChatGPT Advertising Works, Conversational Intent vs. Keyword Matching and the Trust Trade-Off
Mobile Dev Memo with Eric Seufert, and Asad Awan, who leads monetization product and engineering at OpenAIOpenAI CFO Sarah Friar on DevDay, Why OpenAI Still Needs More Compute, Safety and the IPO Question
CNBC’s Closing Bell with Kate Rooney, and Sarah Friar, CFO of OpenAI (the Friar segment)CoreWeave CEO Michael Intrator on Cognition as the First Production Customer on Vera Rubin, Data-Center Rules and Demand
CNBC’s Squawk on the Street with Carl Quintanilla and Jim Cramer, and Michael Intrator, CEO of CoreWeave (the Intrator segment)SAP CEO Christian Klein on Whether the SaaSpocalypse Is Over, SAP’s Moat as Models Improve, Token Spend and Cheaper Models
Big Technology with Alex Kantrowitz, and Christian Klein, CEO of SAPSpotify Co-Founder Daniel Ek on Life After Spotify, Open vs. Closed Models, Compute Regulation and Neko Health
All-In, and Daniel Ek, co-founder of Spotify
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