IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page

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It goes beyond the title with direct discussion of like, it's, think, including: Today is Tuesday, July 14th, 2026.

1. 01So the high-level reason that IBM is not well-positioned in the token path to use the Brad Gerstner and Gavin Baker parlance is that AI spending is currently flowing into GPUs, mem
2. 02It's like you're running a business
3. 03It's the lightest, thinnest, best looking, fastest