Snap Launches Specs, Paramount Eyes Nashville, Japan's Monks Turn to Investing, New Clip from 'The Social Reckoning' | Aaref Hilaly, David Gross, Max Junestrand, Chase Lochmiller, Jesse Zhang, Nilam Ganenthiran & Leonard Tang, Joe Weisenthal
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What is the opening banter and sponsor plug at the start of the episode?
You're watching TV PN. Today is Thursday, September 17th, 2026. We are live for the TV from UltraDon, the Temple of Technology. The Fortress of Finance. The Capital of Capital. Let me tell you about ramp.com. Time is money safe, both. Easy use corporate cards, real pay, accounting, and a whole lot more all in one place.
Dang, son, where'd you raise this?
That is a wild one. That is a wild one. I I I don't think we played that well. We have yeah, that's a new one. I don't know if that's actually a keeper. It's kind of a little weird.
Yeah, I I think the start of it is funny. Dang, son. We give Joe Weisenthal coming in T D PN Ultrad. First time in person. We've done odd lots in person with him, but he's coming on down. Uh we're doing a Bain Capital deep dive today, uh talking to partners on the venture side, then David Gross, who's the managing partner, talking about the history of the firm. He was doing special situations in Japan, went to Japan very early on in his career, grew the Asia business, and now is overseeing Bain Capital become this uh really large asset management firm with a bunch of different strategies, so I think we'll have an interesting economic perspective outlook. The theme of the uh Bain Capital Ventures announcement is uh the post-AGI economy.
Finally.
We still got a job for asset managers. That's what you're thinking. You know everyone was saying, you know, But also I'm
glad to get kind of past this current moment. It is a lot of tension. Yeah. And I'm ready for the next chapter.
It is. Uh but it'll be interesting to hear how they're actually thinking about investing, wrestling with what's going on at the foundation model layer, but then still investing both above and below the fold, as I like to put it. So Lagor is coming on doing legal AI, basically a wrapper company. They're optimistic about that. But then they're also investing in Crusoe. We have Chase Lochmailer coming back on the show to talk about building infrastructure. for the AI build out. And so they're they're they have this sort of sandwich strategy, which is pretty interesting. And then we can see from Decagon. Meanwhile, Bill
in the YouTube chat says can't believe John, Geordie and I are all back for another Thank you.
Yeah, you know, Theo Theo has been playing along with that meme a lot, and I think uh I mean it it it was it was the current thing for a minute there. Um but uh he put out a tier list of all the different controversies surrounding him and he put this he put the the and i as uh S tier. It's like the it's the best controversy he's ever been a part of. Uh it's it's such a funny thing, and I hope it lives on as a meme. I hope people can continue to do it uh because it w when applied correctly it's uh it's a it's a chef's kiss. Uh anyway, uh Snap officially launched Specs yesterday. Uh some of the team members here got to go check it out in person. I Get there. I'm like, this is perfect. It's three PM. Atlas creatine cycle's in town.
I want to meet up with him. I'm like, great, you're going to this thing. I have an invite to this thing. I'll see you there. We'll catch up there. Super convenient for both of us. I got a 30 minute call beforehand. It ends right before the thing starts. That runs to fifty minutes. So I'm twenty minutes late. Get my badge, walk in immediately, get a phone call. Hey, the call thing here about to be I had another call. You gotta hop on early. So I leave and then I have another ninety minute call. So I truly miss the entire thing, but I did get to go inside, have one glass of water. Talk to one person, Herper Carroll, former guest of the show, now out in Austin, reporting on AI. Um and uh That was electric. But then I didn't actually get to see the presentation or do the demos.
So uh it was basically a quick turnaround for me. And I was like, why did I think I could pull this off? Uh I failed. But uh did the launch fail? We'll see. We'll talk to the folks who actually went. Tyler, Nick. We're not asking for a full review. I just want to take us through the day. I saw you guys pull up. And you guys didn't see me, I was on the street on the call.
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Chapters
6 chapters
1
What is the opening banter and sponsor plug at the start of the episode?
0:00–6:47
2
How do the hosts describe Snap’s new Specs launch and its live demo?
6:47–1:29:34
3
How are Legora’s teams reducing LLM costs and optimizing workflows?
1:29:34–1:44:00
4
What is Beacon’s acquisition and product‑stack strategy and how does it shape their growth?
1:44:00–2:27:27
5
How is Beacon expanding internationally and what markets are they targeting next?
2:27:27–2:47:07
6
Why are AI risk, regulation, and political discourse becoming central topics for the guests?
2:47:07–3:01:19
Speakers
8 identifiedMore from TBPN
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