TBPN · 13 Nov 2025 · 3h 8m
AI Boom Stalls, Blue Owl’s Next Move, ChatGPT Growth Concerns | Jeffrey Katzenberg, The Winklevoss Twins, Hims & Hers CEO Andrew Dudum, Coatue’s Spencer Peterson, Max Hodak, Melisa Tokmak, Tomás Puig
WithAndrew DudumJeffrey KatzenbergSpencer Peterson
MentionsBlue OwlCoatueBlue Owl CapitalWinklevoss CapitalCameron WinklevossWill Blue
About this episode
(00:20) - AI Boom Hits Speed Bump
(11:56) - Will Blue Owl Capital Fly Higher?
(26:08) - AI Boom Hits Speed Bump
(34:35) - 𝕏 Timeline Reactions
(59:12) - Spencer Peterson, a general partner at Coatue Ventures, leads their growth fund focusing on late-stage, transformative technology… More on the show's page
Listen on
Apple Podcasts
The show's page