TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black

You're watching TBPN.

It goes beyond the title with direct discussion of like, it's, think, including: Today is Thursday, July 16th, and we are live from the TBPN UltraDome, the temple of technology, the fortress of finance, the capital of capital.

1. 01The first big story is, of course, Thinking Machines' new model has released
2. 02Miramirati's AI startup released its first model in bid to loosen AI giant's grip
3. 03We're going to be talking about open source, closed source, where the frontier is, national geopolitical model moves