Diet TBPN: October 22nd, 2025

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.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

Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:00John Coogan?

  You're watching TVP. Today is Wednesday, October 22nd, 2025. We are live from the TVP Ultra Dome, the Temple of Technology.

• 0:08Jordi Hays?

  The Fortress of Finance.

• 0:09John Coogan?

  The capital of capital. F1 has officially partnered with Apple TV. You've probably heard this, but I wanted to go a layer deeper into the strategy that Apple is employing here. So it's a five-year partnership, just the United States. ESPN is out, Apple is in. The reporting places the annual fee at 140 to 160 million dollars per year now.

• 0:33Jordi Hays?

  Which is not bad because not long ago, they wanted 200 and ESPN laughed them out of the room.

• 0:38John Coogan?

  Bock. They balked.

• 0:39Jordi Hays?

  Bocking is underrated.

• 0:41John Coogan?

  It is.

• 0:41Jordi Hays?

  You gotta be Bach Max.

• 0:43John Coogan?

  And so F1, across the whole season, all the races combined, they pull 30 million viewers. They get about 1.1 million viewers per race last year. I think it's up to 1.3 million this year. And then some of the bigger races in the US, like Miami Grand Prix, that gets up to like 3 million for like this whole spectacle. But in general, it's a relatively small media property, but it's a really high value audience. It's a very high, it's a very Apple audience, in my opinion.

• 1:12Jordi Hays?

  Apple's audience of people that become fans of a sport because they watch reality television about it?

• 1:18John Coogan?

  Basically.

• 1:19Jordi Hays?

  Fake fans?

• 1:20John Coogan?

  Now you will actually be able to buy Apple TV and unsubscribe from the F1 app because you will get F1 for free. And if you open up the F1 app on your Apple TV, instead of opening the Apple TV app, you open the F1 app, you'll be able to log in with Apple TV, the service, and you will get full access to the F1 streams, which means not just the race cams and the actual production, but you can watch the individual racers, the individual drivers, but I think both the front and the back camera, which is kind of cool. You can watch either. It is a sport built for monitoring the situation, much like Ramp is built for saving you time and money. Easy use corporate cards, bill pay, accounting and a whole lot

• 2:03John Coogan?

  more all in one place. Do you think this is something that grows F1?

• 2:08Jordi Hays?

  No, I still think of Apple TV as the thing that people are doing intentional watching on versus just running it, right? So the reason that ESPN potentially grew F1's audience was because people just wake up on the weekend, they turn on ESPN and it's just on the TV.

• 2:25John Coogan?

  Oh, what's on before football or what's on before baseball?

• 2:27Jordi Hays?

  So I think it could potentially shrink the audience in the US.

• 2:30John Coogan?

  Hmm, interesting.

• 2:30Jordi Hays?

  But it's very clear that live sports are an area that traditional TV and streaming will continue to have an edge because streaming rights exist. It's effectively a monopoly that gets granted to a platform.

• 2:46John Coogan?

  Yeah, yeah, yeah, it seems really powerful. Is there a real lift from having adjacent sports related content that can funnel new viewers into live sport viewing? Apple doesn't have Drive to Survive. So there is a world where Netflix bought the F1 rights.

• 3:01Jordi Hays?

  Yeah.

• 3:01John Coogan?

  And as soon as you finish the Drive to Survive season, because everyone's watching Drive to Survive all the time. So they could just say, hey, click this button and we'll send you a push notification in your Netflix app when the real race goes live. Apple can do something similar with the F1 movie. If you watch the movie, they could just say, hey, you know, want to watch the real?

• 3:18Jordi Hays?

  Yeah, but way, way, way less watch.

• 3:20John Coogan?

  Way less watch, way less watch time.

• 3:22Jordi Hays?

  The other thing about F1 is just how dangerous it is.

• 3:26John Coogan?

  Oh, yeah.

• 3:26Jordi Hays?

  It's also an element. If a driver makes a mistake, they could actually die.

• 3:30John Coogan?

  Like the business side is what's so fascinating to me because you're not just talking about the athlete. You're talking about the car. So if you're an engineering nerd, you can be into the car. But then also if you're a business nerd, you can understand, okay, this team principal is getting fired. They're like the CEO of the organization, who's putting the money in? And then what does that, what effect does that money have? If the content stack works and you're funneling people from the F1 movie to a Drive to Survive, to actually watching the race. Apple has been for the last few years talking about what comes after the screen. And they've been saying it's the Apple Vision Pro. It's immersive video. It's 3D, it's spatial, it's augmented reality.

• 4:10John Coogan?

  And I was really, really disappointed in the Apple announcement post, which is beautiful, has some great graphics, a bunch of. Details, but basically all they're saying on Vision Pro is that you'll be able to watch it in Vision Pro. Which is like, yeah, of course, I could watch ESPN in Vision Pro. I can watch any TV show in Vision Pro. So that, yeah, they're not doing any, any 3D content and they're not doing any spatial content, which is, it's not look, it's not turn your head all the way around and look behind you. But it's basically a bubble. It's like 180 degrees. And so with that, it's not that expensive. Everyone's eyes are so expensive. It's like, there's a $10,000 camera from Black Magic.

• 4:46Jordi Hays?

  I would, I would. How would Apple not negotiate the ability to?

• 4:51John Coogan?

  I think that they, I think they, I, I, the, the steel man, like the bull cases that like, they're gonna do something. They just aren't ready to announce it.

• 4:58Jordi Hays?

  Yeah, that's potentially, you know, out of the million or so people that tune into each race, there's a set of fans that are hardcore.

• 5:05John Coogan?

  Yep.

• 5:05Jordi Hays?

  That would just buy the, and use the Vision Pro.

• 5:07John Coogan?

  Yeah.

• 5:08Jordi Hays?

  Because it would be.

• 5:09John Coogan?

  Even just as a novelty a few times.

• 5:10Jordi Hays?

  Yeah.

• 5:11John Coogan?

  Black Box Infinite had a, a demo of what watching an F1 race in Apple Vision Pro would look like. But of course, like, Black Box Infinite is like a dev shop and they don't have the rights. And so this like probably has to be negotiated with Apple and Apple's just not really doing it.

• 5:24Jordi Hays?

  Vegas just unveiled the, a massive F1 venue called Bar and Grill.

• 5:29John Coogan?

  Oh, cool.

• 5:29Jordi Hays?

  Top golf for F1. Most generic name in history?

• 5:33John Coogan?

  Extremely, extremely. Since the initial demo of the Apple Vision Pro. Critics and analysts, Ben Thompson and more have been saying, live sports are going to be amazing in Apple Vision Pro. Because you can just drop a camera there and you don't need to do anything else. Because he was, he had this demo of, uh, uh, putting the camera at, uh, the half court line. Uh, courtside at an NBA game. And he was like, it doesn't require any production. Because you, if you wanna see them go over there, you just turn your head. And if you wanna know the score, you just look up at the scoreboard. Because it's the experience of being courtside, which is already the best experience possible.

• 6:12Jordi Hays?

  Meta cuts 600 jobs at AI superintelligence labs. The layoffs do not affect Meta's newest AI hires who are in some case, or who are in some cases being paid up to hundreds of millions of dollars.

• 6:24John Coogan?

  They're in what's called TBD lab.

• 6:26Jordi Hays?

  Meta said on Wednesday that it cut approximately 600 jobs in its AI division, according to a memo sent to employees that was relayed to the Times. As the company seeks to keep pace with competitors in the furious contest over the technology. The layoffs were in Meta's so-called super, so-called.

• 6:41John Coogan?

  So-called.

• 6:42Jordi Hays?

  So shots fired, which is the umbrella name for the company's AI efforts. The division has around 3,000 employees. This seems healthy and normal. I think these 600 people are going to have a bunch of job offers really quickly, in my view. Like, if you're not meeting the bar at Meta, it's very possible that you would be elite at like thousands of other companies that want to have an AI strategy. And so I think these people will be back in the workforce quickly. In a sign of the escalating competition in AI, Meta on Saturday also said it would cut off access to non-Meta chatbots like ChatGPT on WhatsApp beginning next year.

• 7:17John Coogan?

  Oh, yeah.

• 7:18Jordi Hays?

  That means WhatsApp's 3 billion users will no longer be able to use ChatGPT in the messaging app. Apparently, there was like around 50 million people that were primarily using ChatGPT through WhatsApp.

• 7:29John Coogan?

  Whoa, that's crazy.

• 7:30Jordi Hays?

  If your WhatsApp power user makes sense, you can just chat with somebody.

• 7:32John Coogan?

  Kevin says it had many, many millions of happy users. If you're one of them, you can migrate to our app, website, or browser. Let's hear it for Atlas. RT, if you agree that WhatsApp is better with ChatGPT, let's go. All of the hyperscalers hate each other. I think super intelligence is over. If you're at Meta, my advice for you is to start working on hyperintelligence, because the superintelligence thing is just obviously, it's obviously last year's news. Do you agree?

• 8:03Jordi Hays?

  Gig intelligence.

• 8:04John Coogan?

  Gig intelligence, that's, that might be a 2030 goal.

• 8:07Jordi Hays?

  Anthropic is currently in compute discussions with Google in a deal valued in the high tens of billions.

• 8:13John Coogan?

  That's a lot.

• 8:14Jordi Hays?

  That's a lot of billions. If Anthropic prioritizes Google infra over AWS, it's very telling on AWS AI infra. And AWS AI strategy is cooked without Anthropic. Ultimately, I don't think it should be a huge surprise that Anthropic is interested in working with Google. Google owns roughly 14% of Anthropic. If they were in charge of Apple today, the first thing they would do is buy Anthropic.

• 8:38John Coogan?

  Yeah.

• 8:38Jordi Hays?

  It's a very kind of weird take, in my view.

• 8:41John Coogan?

  Anthropic scaling revenue, they're doing B2B token generation, and they need more compute. And so they went to the biggest compute provider.

• 8:48Jordi Hays?

  Very Drake-coded.

• 8:49John Coogan?

  Yes.

• 8:50Jordi Hays?

  I had someone tell me that I fell off. Ooh, I needed that.

• 8:53John Coogan?

  I needed that. Anthropic gets wildly disproportionately less MSM coverage than OpenAI despite approaching 3/4 of its revenue size because its quiet blowout success severely hurts the broader AI bear case. You'd think the fastest growing scaled technology company ever would provide a lot more fodder for the press.

• 9:14Jordi Hays?

  OpenAI has 10 times the deals and 10 times the products getting announced.

• 9:20John Coogan?

  That's true. If you're in the business of like the mainstream media, like you need to put the water issue or the electricity issue or the financial issues in terms people can understand. People understand ChatGPT. So you put that in the headline and you get more clicks than if you say a clock.

• 9:33Jordi Hays?

  I wonder how Anthropic tries to track weekly actives because they have, a lot of their users are using the product through other.

• 9:42John Coogan?

  Yeah, it doesn't matter. OpenAI ships a browser. Anthropic ships a blog post. DeepMind solves Navier-Stokes. Meta, F it, let's do a layoff. Let me tell you about Google AI Studio, the fastest way from prompt to production with Gemini. You can chat with models, you can vibe code, you can monitor usage.

• 10:01Jordi Hays?

  Louvre heists are always a false flag by the art world to increase notoriety of certain works. Do not fall for the Frankish tricks.

• 10:09John Coogan?

  The Louvre has been heisted from multiple times. They really got to step their game up.

• 10:13Jordi Hays?

  Yeah. Do you think the, the management team over there is thinking, ah, we shouldn't have, uh, we shouldn't have been so scrappy on security?

• 10:23Jordi Hays?

  Considering we have, you know, billions of dollars.

• 10:25John Coogan?

  I think if I was in charge of Louvre security, I wouldn't have thought about the, the furniture elevator vector of attack.

• 10:32Jordi Hays?

  See this dashboard? It gives executives actionable insights into critical business functions. Classic, uh, true story, I'm sure. Nvidia says space isn't just for stars anymore. Star Cloud's H100-powered satellite brings sustainable, high-performance computing beyond Earth. Have we got a compelling pitch for space data centers yet? Have a wonderful evening.

• 10:56John Coogan?

  Leave us five stars on Apple Podcasts and Spotify.

• 10:59Jordi Hays?

  Cheers.