Night VenturesVC firm · US0cheques in 12 months0all time0ledunknownTBPN · 17 Feb 2026 · 3h 30m
Why No One Talks Cournot, Hollywood vs. Seedance 2.0, Micron’s $200B Bet | Jon Caramanica, Haseeb Qureshi, Spenser Skates, Celine Halioua, Ankur Goyal, Reed Duchscher
WithAnkur GoyalCeline HaliouaHaseeb QureshiReed DuchscherSpenser Skates
MentionsWarner Bros
Sign up for TBPN’s daily newsletter at TBPN.com (00:52) - Why is no one talking about the Cournot Equilibrium? (23:53) - 𝕏 Timeline Reactions (33:04) - Adani Group Unveils $100B AI Investment (35:31) - Micron Bets $200B to End AI Bottleneck (41:01) - Warner Bros Reopens Paramount… More on the show's page
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TBPN · 17 Nov 2025 · 3h 52m
Bezos Launches AI Startup, GPT-4o Debate, LeCun’s LLM Revolt | Eric Glyman, Stacy Rasgon, Luca Ferrari, Healey Cypher, John Tenet, Reed Duchscher
WithEric GlymanHealey CypherJohn TenetLuca FerrariReed Duchscher
MentionsLightspeed Venture PartnersYann LeCun
(01:02) - The GPT4o Debate (15:24) - Bezos's AI Startup (26:27) - Yann LeCun's Says LLM's are a Dead End (33:00) - 𝕏 Timeline Reactions (01:13:48) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $300 million funding round led by Lightspeed… More on the show's page
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