Real Alpha

Full episode · 32 min

Crypto Going Bunker Mode, AI Mathpocalypse, Starbucks Explores Chipotle Takeover | Diet TBPN

TBPN · John Coogan & Jordi Hays

The best minutes

  1. 3:37Open-source models trail closed ones by about six months5 min
  2. 8:41Locking down open source clashes with crypto's libertarian roots3 min
  3. 11:47Math breakthroughs are the visible tip of AI progress1 min

Also worth watching

  1. 0:10AI math may break public key cryptography; crypto papers held back so far4 min
  2. 25:40Why OpenAI and Anthropic revenue leaks differ and can move public stocks5 min

Skip the five-minute John Urschel profile, the online chess cheating chat, and the Starbucks, Chipotle and Pepsi segment.

Published Oct 9, 2026.

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