MSL, every mention

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every year anyone Tyler Cosgrove 2John Coogan 2Jordi Hays 1

Verbatim, from the transcripts: the passages where MSL comes up

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Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN Aug 12, 2026 · 2 mentions

  • ▶ 17:00 unnamed speaker I think you're discounting how good MSL is. 2 times in the scene

Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN Aug 11, 2026 · 1 mention

  • ▶ 1:14 John Coogan Semi analysis also just one month ago laid out like a much more detailed bull case for MSL in particular.

The Meta Compute Debate | Diet TBPN Jul 2, 2026 · 1 mention

Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN Jun 27, 2026 · 1 mention

  • ▶ 16:30 John Coogan Structures and partnerships, uh, they might wind up raising billions more to fund the build out of MSL and Meta's AI efforts.

Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN Jun 3, 2026 · 1 mention

  • ▶ 11:18 unnamed speaker But, but in terms of like building, building hype around whatever you're working on, like Meta has definitely built the aura of MSL and TBD labs.

AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN May 1, 2026 · 1 mention

  • ▶ 15:27 unnamed speaker If TBD Labs, MSL, if that pays off, you wind up getting an open AI-sized or an anthropic-sized business out of it in the oligopoly world, where they have a breakthrough, they get to something that's five-five or four-seven level, and then…

The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN Feb 19, 2026 · 2 mentions

TBPN Year in Review Dec 20, 2025 · 1 mention

  • ▶ 12:53 unnamed speaker Cause like the, the mid journey, uh, in vibes, like that was not MSL.
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