Oct 22, 2025 · 15m · tbpn
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
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In this episode of TBPN, hosts John and Jordi break down OpenAI's launch of the Atlas browser, examine the compute economics and platform dynamics shaping the AI race, and analyze key corporate moves across Apple, AWS, Coinbase, and Berkshire Hathaway.
Statements from this episode (11)
Hays: OpenAI announces web browser named Atlas
“OpenAI dropped a trailer announcing the browser, which is called Atlas.”
Hays: OpenAI Atlas will fail because it barely improves upon Google Chrome
“My prediction is that Atlas, in its current form, might be 1.1 times better than Chrome. And that will not be enough to get large scale consumer adoption.”
Hays: Sam Altman is becoming modern tech's preeminent dealmaker
“Sam Altman is kind of becoming the preeminent deals guy of the modern tech era.”
Hays: OpenAI could swap ChatGPT's model for Claude and retain users
“OpenAI could swap out the underlying model,
And still accrue the vast majority of value.
So, hypothetically, you could have ChatGPT, chat.com, powered not by GPT-Five, but instead powered by Gemini or Claude, and still see positive user growth, monetization, b…”
Hays: Venture Success Means Portfolio Companies Eventually Compete With Each Other
“Venture investors want to become, want to invest in companies that become so successful that they launch products that ultimately compete in a bunch of different adjacent categories and ultimately compete with A range of their portfolio companies. Like, that i…”
Hays: All of Anthropic's Revenue Comes From Its Coding Model
“All of their revenue comes from having the best coding model, which is very different than having a lot of revenue because you have a hit consumer product, because you have to keep training the next model.”
Hays: Coinbase is acquiring Cobie's Echo for $375 million
“Coinbase and Kobe announced that Coinbase is acquiring Echo. Yes. Echo is an angel list like platform for crypto. So they help groups of people invest in different projects. Yep. They paid three hundred and seventy five million. And so you can think of this as…”
Hays: Anthropic's $2.66B AWS bill consumes roughly all of its 2025 revenue
“Apparently, Anthropic spent 2.66 billion on Amazon web services in the first three quarters of 20, 25, around 100% of their estimated revenue.”
Hays: Stripe Atlas incorporates a double-digit percentage of all C corps
“I forget the exact percentage, but a meaningful, I think double digit percentage of all C corps created are created with Stripe Atlas.”
Hays: The OpenAI movie will probably be a brutal hit piece
“It's probably gonna be a brutal hit piece.”
Hays: Warren Buffett Missed $50B Profit by Selling Apple Early
“Warren Buffett missed out on fifty billion dollars in profits by selling Apple too early. Barron's calculated that he sold six hundred and fifty million dollars six hundred and fifty million shares at an estimated price of a 185 dollars. Now, they're at 263 do…”