Dwarkesh

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 3, 2026 by John Coogan · across every show →

Everything said about Dwarkesh, oldest first

Feb 3, 2026 negative

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

Mar 16, 2026 bullish

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

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Dwarkesh

Everything said about Dwarkesh, oldest first

Turn any episode into a week of clips.