TBPN Live - Diet TBPN: October 22nd, 2025

Episode Date: October 23, 2025

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You're watching TBPN. Today is Wednesday, October 22nd, 2025. We are live from the TBPN Ultradome, the Temple of Technology. The Fortress of Finance. The Capital of Capital. F1 has officially partnered with Apple TV. You probably heard this. But I wanted to go a layer deeper into the strategy that Apple is employing here. So it's a five-year partnership. Just the United States. ESPN is out. Apple is in. The reporting places the annual fee at $100. $140 to $160 million per year. Which is not bad because not long ago they wanted 200 and ESPN laughed them out of the room. They balked. Bocking is underrated. It is. You've got to be bach max.

And so F1 across the whole season, all the races combined, they pull 30 million viewers. They get about 1.1 million viewers per race last year. I think it's up to 1.3 million this year. And then some of the bigger races in the U.S., like Miami, Grand Prix, that gets up to like 3 million for like this whole spectacle. But in general, it's a relatively small media property. But it's a really high value audience. It's a very high, it's a very Apple audience in my opinion. Apple's audience of people that become fans of a sport because they watch reality television about it. Basically. Fake fans. Now you will actually be

able to buy Apple TV and unsubscribe from the F1 app because you will get F1 for free. And if you open up the F1 app on your Apple TV, instead of opening the Apple TV app, you'll be able to log in with Apple TV, the service, and you will get full access to the F1 streams, which means not just the race cams and the actual production, but you can watch the individual racers, the individual drivers, I think both the front and the back camera, which is kind of cool. You can watch either. It is a sport built for monitoring the situation, much like Ramp is built for saving you time and money, easy-use corporate cards bill pay, accounting, and a whole lot more all-in-one place. Do you think this is something that grows F-1?

No. I still think of Apple TV as the thing that people are doing intentional watching on versus just running it, right? So the reason that ESPN potentially grew F-1's audience was because people just wake up on the weekend, they turn on ESPN, and it's just on the TV. Oh, what's on before football or what's on before baseball?

So I think it could potentially shrink the audience in the U.S. But it's very clear that live sports are an area that traditional TV and streaming will continue to have an edge because streaming rights exist. It's effectively a monopoly that gets granted to a platform. Yeah, yeah, yeah, it seems really powerful. Is there a real lift from having adjacent sports-related content that can funnel new viewers into live sport viewing. Apple doesn't have Drive to Survive. So there is a world where Netflix bought the F1 rights. And as soon as you finish the Drive to Survive season, because everyone's

watching Drive to Survive all the time. So they could just say, hey, click this button and we'll send you a push notification in your Netflix app when the real race goes live. Apple can do something similar with the F1 movie. If you watch the movie, it could just say, hey, you know, want to watch the real. Yeah, but way, way, way less watch. Way less watch. Way less watch time. The other thing about F1 is just how dangerous it is also an element. The driver makes a mistake they could actually die. Like the business side is what's so fascinating to me because you're not just talking about the athlete.

You're talking about the car. So if you're an engineering nerd, you can be into the car. But then also if you're a business nerd, you can understand, okay, this team principle is getting fired. They're like the CEO of the organization. Who's putting the money in? And then what effect does that money have? If the content stack works and you're funneling people from the F1 movie to a drive to survive to actually watching the race, Apple has been for the last few years talking about what comes after the screen.

And they've been saying it's the Apple Vision Pro. It's immersive video. It's 3D. It's spatial. It's augmented reality. And I was really, really disappointed in the Apple announcement post, which is beautiful, has some great graphics, a bunch of details. But basically all they're saying on Vision Pro is that you'll be able to watch it in Vision Pro, which is like, yeah, of course. I could watch ESPN in Vision Pro. I can watch any TV show in Vision Pro. So, yeah, they're not doing any 3D content and they're not doing any spatial content, which is it's not turn your head all the way around and look behind you, but it's basically a bubble. It's like 180 degrees.

And so with that, it's not that expensive. Everyone's so expensive. It's like there's a $10,000 camera from Black Magic that you set up there and you film. How would Apple not negotiate the ability to? I think that they, I think they, I think they, the steel man, like the bull cases that like, they're going to do something. They just aren't ready to announce it. Yeah, that's potentially, you know, out of the million or so people that tune into each race.

There's a set of fans that are hardcore that would just buy and use the Vision Pro. Yeah. Because it would be. Even just as a novelty a few times. Black Box Infinite had a demo of what watching an F1 race in Apple Vision Pro would look like. But of course, like, Black Box Infinite is like a dev shop and they don't have the rights. And so this like probably has to be negotiated with Apple. And Apple's just not really doing it. Vegas just unveiled a massive F1 venue called Bar and Grill. It's like top

golf for F1. Most generic name in history. Extremely. Extremely. Since the initial demo of the Apple Vision Pro, critics and analysts, Ben Thompson and more have been saying live sports are going to be amazing in Apple Vision Pro because you can just drop a camera there, and you don't need to do anything else. Because he had this demo of putting the camera at the half court line, court side at an NBA game. And he was like, it doesn't require any production. Because if you want to see them go over there, you just turn your head. And if you want to know the score, you just look up at the scoreboard. Because it's the experience of being courtside, which is already the best experience possible.

Meta cut 600 jobs at AI superintelligence labs. The layoffs do not affect Meta's newest AI hires who are in some cases being paid up to hundreds of millions of dollars. They're in what's called TBD Lab. Meta said on Wednesday that it cut approximately 600 jobs in its AI division, according to a memo, sent to employees that was relayed to the times. As a company seeks to keep pace with competitors in the furious contest over the technology, the layoffs were in Meta's so-called superintendence, so-called. So called. So shots fired, which is the umbrella name for the company's AI efforts. The division has around 3,000 employees.

This seems healthy and normal. I think these 600 people are going to have a bunch of job offers really quickly, in my view. Like, if you're not meeting the bar at Meta, it's very possible that you would be elite at, like, thousands of other companies that want to have an AI strategy. Totally. So I think these people will be back in the workforce quickly. In a sign of the escalating competition in AI, meta on Saturday. also said it would cut off access to non-meta chatbots like ChatGBTGBT on WhatsApp beginning next year. Oh yeah. I didn't even know you could do this. That means WhatsApp's 3 billion users

will no longer be able to use Chat ChbT in the messaging app. Apparently there was like around 50 million people that were primarily using ChatGBT through WhatsApp. Whoa, that's crazy. If a WhatsApp power user makes sense, you can just chat with somebody. Kevin says it had many millions of happy users. If you're one of them, you can migrate to our app, website, or browser, let's hear it for Atlas. R.T. If you agree that WhatsApp is better with chat, GBT, let's go. All of the hyperscalers hate each other. I think superintelligence is over. If you're at Meta, my advice for you is to start working on hyperintelligence, because the super intelligence thing is just obviously, it's obviously last year's news. Do you agree?

Gig intelligence. Giggin intelligence. That might be a 2030 goal. is currently in compute discussions with Google and a deal valued in the high tens of billions. That's a lot. That's a lot of billions. If Anthropic prioritizes Google Infra over AWS, it's very telling on AWS AI Infra, and AWS AI strategy is cooked without Anthropic.

Ultimately, I don't think it should be a huge surprise that Anthropic is interested in working with Google. Google owns roughly 14% of Anthropic. If they were in charge of Apple today, the first thing they would do is buy Anthropic. It was a very kind of weird take in my view. Anthropics scaling revenue. They're doing B2B token generation, and they need more compute.

And so they went to the biggest compute provider. Very Drake coded. Yes. I had someone tell me that I fell off. Ooh, I needed that. Anthropic gets wildly disproportionately less MSM coverage than OpenAI, despite approaching three quarters of its revenue size because its quiet blowout success severely hurts the broader AI.

Bearcase. You'd think the fastest growing scale technology company ever would provide a lot more fodder for the press. Opening Eye has 10 times the deals and 10 times the products getting announced. That's true. If you're in the business of like the mainstream media, like you need to put the water issue or the electricity issue or the financial issues in terms people can understand. People understand chat GPT. So you put that in the headline and you get more clicks than if you say a clock. I wonder how Anthropic tries to track weekly actives because they have. A lot of their users are using the product through other front ends. Open AI ships a browser. Anthropics ships a blog post. DeepMind solves Navier Stokes.

Meta, FIT, let's do a layoff. Let me tell you about Google AI Studio, the fastest way from prompt to production. It with Gemini. You can chat with models. You can vibe code. You can monitor usage. Louv Heists are always a false flag by the art world

to increase notoriety of certain works. Do not fall for the frankest. his tricks. The Louvre has been heisted from multiple times. They really got to step their game up. Yeah. Do you think the management team over there is thinking, we shouldn't have, we shouldn't have been so scrappy on security. Considering we have, you know, billions of dollars. I think if I was in charge of Louvre security, I wouldn't have thought about the furniture elevator vector of attack. See this dashboard? It gives executives actionable insights into critical business functions. Classic true story, I'm sure.

NVIDIA says space isn't just for stars anymore. Star Cloud's H-100-powered satellite brings sustainable, high-performance computing beyond Earth. Have we got a compelling pitch for space data centers yet. Have a wonderful evening. Leave us five stars on Apple Podcast on Spotify.