Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN

March 11, 2026

AI Summary

5 min read

A multi-year partnership between Thinking Machines Lab and NVIDIA, Meta's acquisition of the agent-based social network Moltbook, and BYD's potential entry into Formula 1 headline this episode of TBPN. The hosts also cover a fake news rumor about Meta AI chief Alex Wang, a massive seed round for Yann LeCun's new lab, and a New York Times quiz showing readers prefer AI-generated prose.

Thinking Machines Lands a Lifeline from NVIDIA

Mir Marathi's Thinking Machines Lab, the startup founded by OpenAI's former CTO, has secured a multi-year partnership with NVIDIA. The deal involves deploying at least one gigawatt of NVIDIA's cutting-edge chips to train AI models. The size and structure of the investment remain unclear—whether it is equity in exchange for chips or a more traditional financial arrangement. The hosts note that Thinking Machines has been on shaky ground, having lost half of its six co-founders in under a year. Still, the team has grown from 30 to 120 people, and this partnership is a strong signal of confidence from NVIDIA. The hosts also speculate about a potential future merger, noting that NVIDIA has in-house training and inference capabilities, a metaverse product, and a self-driving car project. "If Jensen gets really AGI pilled, he'll keep the chips for himself and serve the models himself," one host remarks.

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What you'll learn

1 (00:05) **Thinking Machines x NVIDIA Partnership** - Mira Marathi's Thinking Machines secures a multi-year partnership with NVIDIA to deploy at least a gigawatt of cutting-edge chips for AI training.
2 (00:48) **Fake News: Alex Wang Not Leaving Meta** - Multiple tech aggregators falsely claimed Meta's MSL head Alexander Wang was out; Meta CTO Andrew Bosworth and Zuck denied the rumor.
3 (01:23) **Jan LeCun Raises Massive Seed Round for AMIL** - Advanced Machine Intelligence Labs (AMIL) raises $3.5M seed round, an unusual but necessary amount in the age of AI compute requirements.
4 (01:54) **Lagora Series D: $550M at $5.5B Valuation** - The AI company raises a massive round just a year after entering the US market, prompting discussion on the "thickness" of AI wrappers.
5 (02:14) **Juicebox Raises $116M** - AI recruiting platform from YC Summer 2022 raises $80M Series B at $850M valuation, led by DST Global with Sequoia and YC participating.
6 (02:43) **Meta Acquires Moltbook** - The agent-based Reddit-style social network is acquired; founders Matt Schlit and Ben Parr join Meta Superintelligence Lab (MSL).
7 (04:27) **Claude Code Now Has Code Review** - Anthropic's Claude Code adds code review feature, optimized for depth; pricing averages $15-$25 based on token usage, scaling with PR complexity.

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Guests on this episode

Matt Schlit Ben Parr

Show Notes

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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