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TBPN

China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN

27 Apr 2026

Transcription

Chapter 1: What are the latest headlines in tech news?

0.031 - 5.344 John Coogan

We'll take you through some quick headlines of what's going on in the news today. Of course, the Elon Musk OpenAI.

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5.364 - 6.687 Unknown

Let's take a moment for the production team.

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6.827 - 23.602 John Coogan

Yes. Background update. We have a new screen in the background. Much better contrast, much brighter. We're excited to explore this. The production team's stoked. There's four key stories going on in the news today. The first is Elon Musk's $134 billion lawsuit against Sam Altman goes to court today in Oakland.

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24.243 - 39.15 John Coogan

Musk is alleging that OpenAI abandoned its original nonprofit mission and became a for-profit entity focused on maximizing profit for Microsoft. Jury selection is going on today. There are a number of reporters on the ground and we'll be checking in on the progress there.

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39.13 - 53.006 Unknown

Already there was some reporting that said certain people were saying it would be difficult for me to be unbiased here because of my general dislike for basically everything going on.

53.246 - 57.752 John Coogan

Sam and Greg were spotted on scene. Elon has not been spotted yet.

Chapter 2: What are the implications of Elon Musk's lawsuit against Sam Altman?

58.432 - 79.077 John Coogan

There's also other Microsoft OpenAI news. They changed their partnership. OpenAI can now serve all of its products to customers across any cloud provider. Andy Jassy had a post about it saying it was a very interesting update. Obviously, he's excited to vend OpenAI technology through AWS, which they also have a partnership.

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79.057 - 98.642 John Coogan

In other words, OpenAI can potentially use Google TPUs, Amazon Tranium, other chips are on the table now. There's a lot more flexibility that comes from that. Over in Meta world, China has blocked Meta's $2 billion acquisition of artificial intelligence platform Manus after regulators reviewed whether the deal violated Beijing's investment rules. This was something that went back and forth.

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98.982 - 112.319 John Coogan

Did they get enough of the company to Singapore in order to clear the hurdles that require the acquisition to go through? Some members of the Manus team were detained briefly in China on business. There were some issues there.

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112.659 - 131.541 Unknown

And one of the challenges is going to be, clearly, the Manus team wanted to do this deal. They wouldn't have signed up for it. It was a great outcome for the team. They were excited to build with Meta. But one of the challenges is you have all these different team members, many of which were born and raised in China. And they still have family members and people

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131.521 - 139.03 Unknown

back in China that they care a lot about. So that's going to be, I would assume that's going to be a leverage point from the CCP.

139.05 - 156.01 John Coogan

And the last story also from Meta is that they are planning to use solar power from space at night, beamed from space. They're partnering with Overview Energy, a different company than the other solar space company we talked about. They've been in stealth for about four years.

155.99 - 178.774 John Coogan

They're planning to beam up to one gigawatt of space solar power from orbit to Earth for around the clock power production. They're also deploying one gigawatt of ultra long duration storage batteries with noon energy. So some exciting deals coming out of Menlo Park. We got to start with these Diet Coke videos. Because I fell down a rabbit hole of Diet Coke Instagram reels.

178.934 - 199.142 John Coogan

I'm surprised you weren't in this. Yeah, it took them a long time to figure out that I drink three Diet Cokes a day, and I love Diet Coke. But these videos have brought me a lot of joy. So we can play one. There's been a new study about Diet Coke versus Coke Zero, and we can pull it up in just a minute.

199.173 - 214.065 Unknown

They just came out with this new study that compared people that drink Diet Coke versus people that drink Coke Zero. And what it actually found was that people that drink Coke Zero are idiots, and then people that drink Diet Coke are actually Sigma Chats that are way better than everyone else. Thank you.

Chapter 3: Why did China block Meta's $2 billion acquisition of Manus?

288.95 - 294.518 John Coogan

Let's pull this one up because this one is electric. This is like peak content. There we go.

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294.558 - 298.063 Unknown

This one.

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300.659 - 324.166 John Coogan

This is, like, the fact that somebody took so long to edit this together is... That looks like something you could one-shot. I mean, it's like in CapCut, and you'd need to, like, choose the words and place them and add the features. Like, you should be able to puppeteer that with an agent, but I don't know of any agents that are really there on the video editing front.

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324.646 - 328.911 John Coogan

Certainly, like, the next chip to fall, the next opportunity.

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328.891 - 357.842 Unknown

Tri says, Chad might mog, but when the jester performs, even the king sits to listen. True. And this is incredibly true. We have a friend of the show that is 100% a jester, and... The closest thing we have to Kings in this industry will pick up his call and listen to whatever he has to say, even if he's gesture maxing. That's true. Based 16Z, gotta be honest, bro. Oh, deleted.

357.862 - 366.654 John Coogan

I think you got deleted. But said, gotta be honest, bro. I have no idea what a semiconductor is. Do you know why they call them semiconductors?

366.674 - 367.876 Unknown

That made me laugh so hard.

368.397 - 371.541 John Coogan

It's deleted. Do you know why they call them semiconductors?

371.861 - 372.241 Unknown

I do not.

Chapter 4: How is Meta planning to use space-based solar power?

452.52 - 456.287 Unknown

Why is there a limit on... Gong size is unlimited.

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456.307 - 468.249 John Coogan

We've seen bigger gongs online. They do exist, but they get very expensive. Sort of an exponential relationship between gong size and price, unfortunately.

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468.81 - 494.146 Unknown

Okay, we have to talk about this study that went viral over the weekend. Yeah. It is placebo sleep affects cognitive functioning. And the takeaway is that literally just having a delusional golden retriever mindset measurably changes outcomes and physiology. Sleep badly, convince yourself you're well rested. Stressful day, convince yourself it's fuel. Failed? convince yourself it's useful data.

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494.346 - 509.271 Unknown

So in this study, it says the placebo effect is any outcome that is not attributed to a specific treatment, but rather to an individual's mindset. This phenomenon can extend beyond its typical use in pharmaceutical drugs to involve aspects of everyday life, such as the effect of sleep on cognitive functioning.

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509.251 - 521.488 Unknown

In two studies examining whether perceived sleep quality affects cognitive functioning, 164 participants reported their previous night's sleep quality. They were then randomly assigned one of two sleep quality conditions or two control conditions.

521.608 - 536.288 Unknown

Those in the above average sleep quality condition were informed that they had spent 28% of their total sleep time in REM, whereas those in the below average sleep quality condition were informed that they had only spent 16.2% of their time in REM sleep.

536.268 - 559.153 Unknown

Assigned sleep quality but not self-reported sleep quality significantly predicted participants' scores on the paced auditory serial addition test and controlled oral word association task. Assigned sleep quality did not predict participants' scores on the digit span test as expected, nor did it predict scores on the symbol digit modalities test when it was unexpected.

559.273 - 579.523 Unknown

The control conditions show that the findings were not due to demand characteristics from the experimental protocol. Those findings supported the hypothesis that mindset can influence cognitive states in both positive and negative directions, suggesting a means of controlling one's health and cognition. Takeaway, golden retriever mode, golden retriever mindset.

579.644 - 586.255 John Coogan

They made a movie about the golden retriever mindset years ago. I know you haven't seen it. Have you seen it? It's called Yes Man.

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