Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman
TBPN
- Published
- September 9, 2026
- Duration
- 2h 58m
- Summary source
- description
- Last updated
- Sep 13, 2026
Discusses openai, anthropic, agents.
Summary
(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and ma…
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Show notes
(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and massive data-center infrastructure needs. The Sequoia Capital investor also highlights opportunities in energy, hardware, robotics, and industria
Themes
- openai
- anthropic
- agents