@Shwinnabego that's a brilliant take... can't agree more.
I wrote a similar thing from @OpenAI's POV of why they quit Sora and acquired TBPN.
x.com/5aitec/status/…
Sai Krishna V K@5aitec
English
Sai Krishna V K
2.7K posts
Sai Krishna V K
@5aitec
OpenClaw for Ecommerce @ShopOSai ❊ 3X deep tech exits. Way more misses. ❊ Impact @omvara_ ❊ Invest @SpuddishAF ❊ Alum @StanfordGSB ❊
Near a GPU เข้าร่วม Nisan 2012
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As someone who creates a lot of b2b content and does a ton of partnerships/sponsorships, here are a few things worth concluding and (not) concluding from this:
- you cannot look at the listener volume and work backwards into the pricing on a CPM basis. The $$ paid here is exclusively a result of the audience, which is executives, c-suite, of high value audiences. So 1 million listeners a month here is not priced the same as 1 million listeners on Call Her Daddy. There will be an order of magnitude difference in ad pricing.
- b2b and fintech niches are the highest value niches to create content in whether shortform of longform. Any day of the week it is better to be a fintech creator with 50,000 followers than a lifestyle creator with 500,000 followers. For the former you can likely do a sponsored 60s Instagram reel for $15-20k with the right partner, because they only need a couple of conversions to make the math work. If you are in the former category your metric isn’t audience growth so much as it is audience trust.
- to the above point: all pricing is reverse engineered from LTV. A single customer for a wealth management platform might be worth $100,000 over the course of a lifetime, vs. a single customer for a greens powder. That’s why the former will pay $1m to be on the acquired podcast, but Athletic greens can only pay a fraction of that to be on a podcast with 10x the listener base
- if you think the spend is reckless here (it’s not) remember that there’s tons of spend you never see: ads, out of home, conferences, horrible perf marketing. Podcast and creator gets more scrutiny/ misunderstanding because the numbers get shared publicly.
Evan Armstrong@itsurboyevan
everyone talks about TBPN making 20M in ads, but no one talks about how @AcquiredFM is pricing their midroll at 4.7M (goddamn)
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@itsurboyevan @AcquiredFM When the bunny is out of the hat, we'll see more niche podcasts emerge and share crazy numbers.
It's all about distribution.
I wrote a piece on how OpenAI's acquisition of TBPN is a much bigger play than people realize.
x.com/5aitec/status/…
Sai Krishna V K@5aitec
English
everyone talks about TBPN making 20M in ads, but no one talks about how @AcquiredFM is pricing their midroll at 4.7M (goddamn)
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@Doomerzoomer Can't agree more... wrote an article on this.
Distribution was and will always be king.
Prediction: More brands will look to acquire niche podcasts in the coming future.
x.com/5aitec/status/…
Sai Krishna V K@5aitec
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Acquired Podcast ad revenue by year:
2020: $0.2M
2021: $0.8M
2022: $2.5M
2023: $5M
2024: $8M
2025: $12M
2026: $16M+ (sold out)
2027: $18M+ (sold out)
2028: $25M+
2029: $38M+
They only run 8 episodes a year.
So wild.
Media is the new moat.
Distribution is all that matters.
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We stopped asking our team to "adopt AI."
We built a competition instead.
Here's what a leaderboard did that workshops couldn't.
The problem with AI adoption is that they make AI feel optional.
You attend the training. Nod. And go back to your old ways.
Nothing changes... 🧵
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Rule 1: get users hooked, build the habit, make it indispensable. Once AI is embedded in how you work and decide, you price it against what it's replacing: analysts, consultants, agencies... basically systems. At that value, $1,000/mo is a discount. The people worried about the price hike are the same ones who haven't realized what they're actually using it for yet.
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I think it is inevitable that Anthropic and OpenAI eventually roll out $1000/mo and $10,000/mo plans and then reserve the absolute best frontier models to metered access
Peter Yang@petergyang
As much as I love using Claude Max and ChatGPT Pro, I don't think these all-you-can-use AI subscriptions will last forever. Here's my new deep dive that covers: → Why Anthropic cut off OpenClaw access → How to run local models on your Mac → What I'm seeing on the ground in China 📌 Read now: creatoreconomy.so/p/the-all-you-…
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No surprises here.
Search earns a click, whereas Agents earn a dependency.
Perplexity didn't really change their product. They changed what they charged for.
You see, search monetizes attention. Whereas, the Agents monetize outcomes.
And the moment your product stops answering questions and starts completing tasks, that's where the revenue follows.
+50% in a month is what that shift looks like.
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BREAKING: Perplexity's revenue has reportedly surged +50% in one month after shifting into AI agents, per FT.
As a result, Perplexity's revenue has doubled in one quarter to more than $450 million in ARR.
This follows Anthropic's push into the space which said its ARR hit $19 billion at the end of February.
AI agents are skyrocketing in popularity.
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@aschwags3 It's funny how the brief that used to cost a morning now waits for you. The team that closes signal-to-decision overnight beats the one that closes it in three days. Compounding ftw!
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This is going to be every marketer's second employee (and you'll never have to hire them).
Here's the workflow you’re handing your marketing team team today:
1/ Connect your data sources (Google Ads, Meta, GA4, etc.)
2/ Agent pulls performance data while you sleep
3/ Writes a plain-English summary: what's working, what's draining budget, what to watch
4/ Flags anomalies and winners automatically (CPL spike, organic drop, a post taking off)
5/ Delivers the report to Slack before your first standup
The agent runs overnight.
Your team walks in with the brief already written.
The teams building this now are the ones still standing in two years
Claude@claudeai
Introducing Claude Managed Agents: everything you need to build and deploy agents at scale. It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days. Now in public beta on the Claude Platform.
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@Polymarket Half the supply is gone, but all the demand is still there.
So one can't call that a slowdown. It's more of a filter.
But the question isn't whether AI builds. It's who has the capacity to build it. And the winner is whoever locked in compute early.
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JUST IN: Nearly half of the U.S. data centers planned for 2026 are reportedly expected to be delayed or canceled.
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AI is no longer a strategy deck topic.
It's a daily reflex.
Has your team moved from AI conversation to AI execution?
What made the difference?
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When your name is on the board, you stop waiting for permission.
Every dev, designer, and PM now does what used to take three people.
The goal isn't more PRs.
It's the right environment.
More PRs happen by output. The right environment happens by design.
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@adam3us Rule 1: Always trust a guy with laser eyes.
But in all seriousness, how did you pull it all off?
GIF
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i'm not satoshi, but I was early in laser focus on the positive societal implications of cryptography, online privacy and electronic cash, hence my ~1992 onwards active interest in applied research on ecash, privacy tech on cypherpunks list which led to hashcash and other ideas.
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2-3k YouTube views is the wrong metric entirely.
The question isn't how many people watch. It's who watches, and what they decide the next morning.
TechCrunch reaches millions. None of them is writing $500M checks.
TBPN reaches the ones who are.
That's not a media buy. That's a relationship graph with a broadcast layer on top.
Where you might be right is that maybe OpenAI may have overpaid.
But narrative control through owned media is harder than it looks. And buying distribution has never been a guaranteed moat.
But you can't measure this acquisition in YT views. It's like judging a law firm by their Insta following.
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OpenAI could buy TechCrunch and The Verge, but instead went for 2 bros averaging 2-3k views on YouTube
John Coogan@johncoogan
TBPN has been acquired by OpenAI! The show is staying the same and we’ll continue to go live at 11am pacific every weekday. This is a full circle moment for me as I’ve worked with @sama for well over a decade. He funded my first company in 2013. Then helped us fix a serious logjam during a critical funding round a few years later. When I took my second company through YC, he was president at the time, and then when I joined Founders Fund, the first deal I saw in motion was the post-ChatGPT round in late 2022. And as we started growing TBPN last year, he was the very first lab lead to join the show. Thank you to everyone that has been a part of TBPN until now. The last year has been the most fun and rewarding part of my career and we’re excited to have more resources than ever going forward.
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@brahma_4u Pedigree always opens doors. Product breaks them down.
No IIT. No Harvard. No problem.
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Its a startup from Surat.
Backed by Salesforce.
No IIT, Harvard tags.
Founder is a friend.
No fancy tantrums, pure merit and work.
Thats real Indian startup for you.
TechCrunch@TechCrunch
AI startup Rocket offers vibe McKinsey-style reports at a fraction of the cost techcrunch.com/2026/04/06/ind…
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@Polymarket $121 billion before profit.
That's not a business plan.
That's a railroad. With an end? hmm possibly.
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JUST IN: OpenAI projects $121,000,000,000.00 in compute spending in 2028, doesn’t expect profit until “at least” 2030.
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Won't miss you, 'lil brother!
Nikita Bier@nikitabier
We're rolling out auto-translate worldwide to give posts in any language global reach on X. The translations are powered by Grok and have improved substantially over the last couple months. If you prefer to read in the original language, you can always turn off auto-translate by tapping the gear icon.
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@nikitabier Huge W.
Language was one of the last distribution barriers. And this just dropped.
Every brand that creates content worth reading in one language now reaches every language.
The distribution problem is solved.
But now the content problem just got a lot bigger.
GIF
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We're rolling out auto-translate worldwide to give posts in any language global reach on X.
The translations are powered by Grok and have improved substantially over the last couple months.
If you prefer to read in the original language, you can always turn off auto-translate by tapping the gear icon.
English
Anthropic just signed for multiple gigawatts of compute.
Not megawatts. Gigawatts. Enough to power entire cities. For one model.
This stopped being a technology story.
It's an infrastructure story now.
The last time someone built at this scale it wasn't called AI.
It was called electricity. Or railroads.
The brands that built around that infrastructure early didn't just win the decade.
They defined the century.
AI settled down.
The question isn't whether to use it, but if you're building on it or standing next to it.
GIF
Anthropic@AnthropicAI
We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.
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@elonmusk We'd love to hear your top 3 people you'd bet your life on with superintelligence.
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