Deepwatch

Keyboard shortcuts

Space or k
Play or pause
j and l
Back or forward 10 seconds
Left and right arrows
Back or forward 5 seconds
f
Fullscreen
m
Mute or unmute
Shift and < or >
Slower or faster
n
Next lecture
?
Show or hide this list

Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Poppi’s Pepsi Deal | Diet TBPN

TBPN, 31 min, 12.5K views, Oct 20, 2026

Chapters

Show description

Sign up for TBPN’s daily newsletter at TBPN.com Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive Chapters: 00:00 Elizabeth Holmes, You Can See Everything + The Theranos Backlash 04:15 Billy Evans’ Movie Deal + Can Theranos 2.0 Redeem Holmes? 12:31 The 50GW AI Data Center Boom + The Supply Explosion 14:31 Who Pays for AI Agents? Dot, Compute + Enterprise Demand 19:06 Hark’s $1M Pizza Giveaway + The Privacy Backlash 22:17 Anthropic Predicts 17% GDP Growth + AI’s Real-World Impact 28:00 Poppi’s Pepsi Deal + The $300M Earn-Out Collapse