2026.09.28 | Substack | Markets | TMTB Podcast Intel
原标题：TMTB Podcast Intel: Instinct Founder on ILTB; Nvidia (NVDA)’s Jensen; Altassian (TEAM)’s CEO; Cloudflare (NET)’s C…
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
Today’s Essential Episodes:
- **Instinct Founder Noah Shinn on a Personal Agent Growing 10% a Day, Compute Doubling and the Trusted Network
(TMTB: Lots of good tidbits in this one)** Invest Like the Best with Patrick O’Shaughnessy, and Noah Shinn, founder of Instinct
- **NVIDIA CEO Jensen Huang on the Open Agent Safety Platform, the Share Buyback and Regulating AI After the Industry
Innovates** CNBC’s Squawk Box with Becky Quick and Andrew Ross Sorkin, and Jensen Huang, founder and CEO of NVIDIA (the Huang interview, via the Squawk Pod feed)
- **Atlassian CEO Mike Cannon-Brookes on Why the SaaSpocalypse Is Wrong, MCP Users Expanding Atlassian Spend Twice as
Fast and Reshaping Atlassian Around AI** Decoder with Nilay Patel, and Mike Cannon-Brookes, co-founder and CEO of Atlassian
- **Cloudflare CEO Matthew Prince on Bots Overtaking Human Traffic, Pay-Per-Crawl via HTTP 402 and the Google Crawler
Deadline** Decoder with Nilay Patel, and Matthew Prince, CEO of Cloudflare
- **Cisco Head of IR Sam Badri on Growth Accelerating From 5% to 18%, Silicon One and the Hyperscalers, and Why 90% of
AI Users Are Still Just Prompting** The Real Eisman Playbook with Steve Eisman, and Sam Badri, head of investor relations at Cisco
- **Google DeepMind’s Koray Kavukcuoglu on Recursive Self-Improvement, Plus Anthropic’s Founders Seeking Voting
Control, the SAFA Safety Body and DeepSeek at $1B ARR** The Information’s TITV with Akash Pasricha, and Koray Kavukcuoglu, chief architect at Google DeepMind (in conversation with Jessica Lessin), plus The Information’s reporters
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