2026.10.06 | Substack | LLM | TMTB Podcast Intel: Anthropic & TPUs

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Today’s Essential Episodes:

1. Former OpenAI and Anthropic Researcher Jacob Coxon on Why He Quit, 2027 as a Turning Point and Why He Suspects

Spies Inside US AI Labs PBD Podcast, with Patrick Bet-David and Jacob Coxon, a former researcher at OpenAI and Anthropic

1. Google’s AI Infrastructure Chief Amin Vahdat on Goodput Over FLOPS, the TPU 8i/8t Split and Power as the Binding

Constraint Training Data from Sequoia Capital, with Amin Vahdat, Google’s Chief Technologist for AI Infrastructure

1. Hugging Face’s Thomas Wolf on Why NVIDIA Agreed to Buy Hugging Face, the Enterprise Shift to Open Models and a New

Open Alignment Team MTS, with Thomas Wolf, Hugging Face’s Chief Science Officer

1. OpenAI’s Sam Altman on the AI Accord, Trump and Xi, OpenAI’s Safety Slowdowns and How He Wants to Be Remembered Fair Game by Vanity Fair, part 2 of 2, with Mark Guiducci and Sam Altman, CEO of OpenAI (taped October 2)
2. CrowdStrike CEO George Kurtz on AI Safety, Agents as the New Attack Surface and a Startup Accelerator With AWS and

NVIDIA CNBC’s Squawk on the Street, with Carl Quintanilla, Jim Cramer and David Faber, and George Kurtz, co-founder and CEO of CrowdStrike (the Kurtz segment)

1. Nokia CEO Justin Hotard on Nokia’s Place in AI Data-Center Networking, Customers Limited by Power and Supply, and

AI-Ready Mobile Networks CNBC’s The Tech Download, with Arjun Kharpal and Justin Hotard, CEO of Nokia

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