“The company's Ray-Ban smart glasses equipped with AI have also started to take off. The company sold more than two million pairs, And has delayed the rollout of its newest glasses in Europe as it struggled to keep up with demand in the U.S.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Tyler Denk
AssertionSupported
Thinking Machines terminates CTO Barrett Zoff due to alleged unethical conduct
“Breaking Thinking Machines has terminated its CTO, Barrett Zoff, due to unethical conduct.”
Tyler DenkJan 16, 2026▶ 8:48Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
AssertionSupported
Tesla built its Texas lithium refinery in just 19 months
“It went from groundbreaking to first production in just 19 months, an unheard of timeline at this scale.”
Tyler DenkJan 16, 2026▶ 7:57Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
AssertionSupported
Tesla's Texas refinery can supply lithium for over 500,000 EVs annually
“The single refinery can supply lithium for over 500,000 EVs per year, and directly challenges China's 60% grip on global lithium refining.”
Tyler DenkJan 16, 2026▶ 8:07Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
PredictionNot checkable as stated
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Tyler DenkJan 16, 2026▶ 14:17Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
AssertionSupported
Amazon buys the first new American-produced copper in over a decade
“Amazon's buying the first new copper produced in America in over a decade.”
Tyler DenkJan 16, 2026▶ 2:07Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
AssertionSupported
70% of global copper supply is locked in uneconomical low-grade ore
“70% of the global supply of copper is currently locked away in, or that's not economical to refine into actual copper right now.”
Tyler DenkJan 16, 2026▶ 6:38Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
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