Dwarkesh

person on 1 show · 2 statements across 2 episodes

TBPN

2 statements about Dwarkesh, every show

TBPN Assertion Partly supported
Dylan Patel: GPT-5.4 TAM Exceeds $100B, Meets Microsoft-OpenAI AGI Clause
“Dylan Patel said on Dorkesh, the TAM for GPC 5.4 is north of a hundred billion dollars, but there's adoption lag. That's considered AGI as far as the Microsoft OpenAI contract is concerned.”
Jon Ma Mar 16, 2026 ▶ 19:47 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
TBPN Assertion Supported
Coogan: Moltbook searches returned zero mentions of TSMC, Stratechery, or Amodei
“So no mentions of Stratechery, no mentions of Dwarkesh, no mentions of TSMC, Abilene, Amade, TPU.”
John Coogan Feb 3, 2026 ▶ 7:37 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN

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