Nvidia Invests in Thinking Machines, Meta Acquires Moltbook, BYD F1 | Olivia Moore, David Paffenholz, Adam Goldstein, Max Junestrand, Allan McLennan, Jagdeep Singh, Scott Hickle

March 10, 2026

AI Summary

5 min read

Nvidia Backs Thinking Machines, Meta Acquires Moltbook, and BYD Eyes F1

The March 10 episode of TBPN covered a packed day of deal news, AI product drama, and a surprising White House fashion trend. The dominant theme was the continued reshaping of the AI landscape through investments, acquisitions, and talent moves, alongside a handful of notable developments in robotics, legal tech, and consumer health.

Nvidia Invests in Thinking Machines Lab

Miramarati's Thinking Machines Lab, the startup founded by OpenAI's former CTO, announced a multi-year partnership with Nvidia. The deal involves deploying at least one gigawatt of Nvidia chips to train AI models, though the size and structure of the investment were not disclosed. The hosts noted that Thinking Machines had been "on the ropes" after losing half of its six co-founders in under a year, but the team has grown from 30 to 120 people. The partnership includes collaboration on designing AI training and serving systems using Nvidia technology. The hosts speculated about whether the deal was equity in exchange for chips, and whether Nvidia might eventually keep more AI talent in-house. "If Jensen gets really AGI pilled, he'll keep the chips for himself and serve the models himself," one host said, noting Nvidia's existing in-house training and inference capabilities.

Meta Acquires Moltbook, Fake News About Alex Wang

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What you'll learn

1 (00:57) **Deals Day Kickoff & NVIDIA Invests in Thinking Machines** - Hosts run through the day's biggest deals, starting with NVIDIA's multi-year partnership with Thinking Machines, which will deploy at least a gigawatt of chips.
2 (01:52) **Fake News: Alex Wang Not Leaving Meta** - The hosts debunk a viral rumor that Meta Superintelligence Labs (MSL) head Alex Wang is out, noting Meta CTO Bosworth and Zuck denied it.
3 (02:17) **Yann LeCun's Massive Seed Round & Other Deals** - Yann LeCun raises a $1.03B seed round for AMIL; Lagora's $550M Series D at a $5.5B valuation; JuiceBox raises $80M Series B.
4 (04:28) **Meta Acquires Moltbook** - Meta acquires the agent-based social network Moltbook; co-founders join MSL. The hosts debate whether the value is in the product or the talent.
5 (06:52) **Claude Code Code Review & AI Pricing** - Claude Code launches code review; hosts discuss the shifting economics of AI token usage and per-seat budgets.
6 (10:38) **Anthropic Lawsuit & White House EO** - OpenAI and Google employees file an amicus brief supporting Anthropic against a government supply chain risk designation; the White House is reportedly preparing an executive order.
7 (12:06) **Trump's Florsheim Shoe Obsession** - A deep dive into a Wall Street Journal story about President Trump gifting $145 Florsheim Oxfords to cabinet members and VIPs.

+ Full timestamped outline available in the app

Guests on this episode

Olivia Moore Max Junestrand

Show Notes

(01:04) - It's a Gongworthy Day
(06:53) - 𝕏 Timeline Reactions
(18:54) - BYD F1
(26:34) - Nvidia Invests in Thinking Machines
(31:04) - 𝕏 Timeline Reactions
(32:35) - Meta Acquires Moltbook
(41:32) - 𝕏 Timeline Reactions
(58:29) - Gulf Data Centers: A Bad Idea?
(01:02:14) - 𝕏 Timeline Reactions
(01:10:25) - Olivia Moore, a partner at Andreessen Horowitz, discusses the firm's bi-annual report on the top 100 generative AI consumer apps, highlighting the rise of AI agents like Genspark and Manus, and the evolving competition among ChatGPT, Claude, and Gemini. She emphasizes the importance of understanding mainstream AI adoption beyond the tech community, noting the need to adapt data collection methods to capture desktop product usage and consumer payment behaviors. Moore also addresses the challenges faced by standalone image generators due to advancements in integrated AI features within platforms like ChatGPT and Gemini.
(01:33:47) - David Paffenholz, co-founder and CEO of Juicebox, an AI-powered recruiting platform, announced the company's $80 million Series B funding, valuing it at $800 million. He highlighted Juicebox's growth from four to 40 employees, tripling annual recurring revenue, and expanding its client base to over 5,000 companies, including large enterprises like defense contractors and financial institutions. Paffenholz emphasized the shift towards outbound recruiting due to increased AI-generated application spam and discussed Juicebox's business model, which offers per-seat licenses and per-job agents to streamline talent sourcing.
(01:42:55) - Adam Goldstein, founder and CEO of Archer Aviation, discusses his transition from the software industry to aviation, driven by a desire to create impactful and enjoyable technology. He explains the development of electric vertical takeoff and landing (eVTOL) aircraft, emphasizing their safety, efficiency, and potential to revolutionize urban transportation. Goldstein also highlights Archer's progress in manufacturing, certification, and strategic partnerships, including their selection as the exclusive air taxi provider for the LA28 Summer Olympics.
(01:57:33) - Max Junestrand, co-founder and CEO of Legora, an AI-native legal workspace, discusses the company's recent $550 million Series D funding round, valuing it at $5.55 billion, and its expansion into the U.S. market with new offices in Houston and Chicago. He highlights the growing adoption of AI in legal practices, noting significant traction in M&A and corporate departments, and emphasizes the importance of integrating AI to enhance efficiency and competitiveness in the legal industry.
(02:07:41) - 𝕏 Timeline Reactions
(02:14:56) - Allan McLennan, founder and chief executive of PADEM Media Group, is a seasoned leader