May 30, 2026 · 25m · tbpn
New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions
Hosts John Coogan and Jordi Hays analyze the aftermath of Blue Origin's New Glenn rocket explosion, evaluate the return on investment debate surrounding enterprise AI spending, and examine the booming luxury auction market for dinosaur fossils.
How this conversation actually went
Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. The hosts hold 98.9% of the talking time here. How this is scored →
speaking balance: gold is the hosts, purple is the guest (3 minute bins)
Jordi humorously dismisses Stegosauruses as the minivan of dinosaurs against John's defense of them being high-end like Lamborghinis.
Hardest push from the hosts ▶ 14:16 Refuting Anthropic-Amazon round conspiracyJordi rejects conspiratorial theories claiming Amazon artificially inflated spend just to pump Anthropic's ARR multiple ahead of their funding round.
Biggest teaching moment ▶ 3:01 Tyler adds crucial test flight historyTyler clarifies the timeline for the hosts by explaining that the third test had misdeployed an ASTS satellite into the incorrect orbit.
The host holds their own ▶ 13:00 Synthesizing AI spend dynamics with economic lawsJohn demonstrates conceptual expertise by linking runaway enterprise token usage to Jevons Paradox and Goodhart's Law.
the scores for every segment, with the reasoning behind each
| Chapter | Topic | The hosts as informed peer | Guest teaching | Guest disagreement | The hosts pushing back | Why |
|---|---|---|---|---|---|---|
| Blue Origin New Glenn Static Fire Explosion Analysis | 6 | 3 | 1 | 1 | The hosts break down the Blue Origin New Glenn static fire test failure with relevant historical context regarding Falcon 1 and Starship. Tyler chimes in with helpful background about the ASTS satellite payload issue on the previous test. | |
| Enterprise AI Adoption and the Token ROI Dilemma | 7 | 1 | 2 | 2 | John and Jordi analyze enterprise token spend and budget blowouts across Uber, Meta, and AWS. They ground the discussion in economic frameworks like Jevons Paradox and Goodhart's Law to explain corporate token rationing. | |
| The High-End Dinosaur Fossil Boom and Sotheby's Auctions | 5 | 1 | 2 | 2 | The hosts discuss the Financial Times report on high-end dinosaur fossil auctions at Sotheby's. They lightheartedly debate the relative prestige and valuation hierarchy of different dinosaur species. | |
| Market Euphoria Signals and Wild Reddit Hypotheticals | 5 | 1 | 1 | 1 | The hosts review retail market euphoria signals, Dell's earnings run, and a comedic Reddit post questioning insider trading rules during a hyena attack on safari. |