Davos Reactions, Waymo Safety, New Neo Labs, Martin Shkreli Joins, Czinger 21C Car Tour

Watch on YouTube ↗  |  January 20, 2026 at 22:48  |  3:31:19  |  TBPN
Speakers
Martin Shkreli — Investor / Podcast host
Michael Broukhim — General Partner, Deep33 Ventures
John Coogan — Co-Host, TBPN
Jordi Hays — Co-Host, TBPN
Dario Amodei — CEO, Anthropic
Bradley Tusk — Founder and CEO, Tusk Ventures
Lukas Czinger — CEO, Divergent and Czinger Vehicles
Aaron Katz — Co-founder and CEO, ClickHouse
Andy McCune — Founder and CEO, Cosmos

Summary

The hosts cover Davos reactions, Waymo safety data, Netflix's all-cash Warner Bros. Discovery bid, OpenAI's ServiceNow partnership, and Japanese SaaS go-to-market differences. Guests include Martin Shkreli on prediction markets, photonic computing, quantum stocks, and biotech; Bradley Tusk on regulation and venture; Lukas Czinger on Divergent's additive manufacturing; and founders of Cosmos, Deep33 Ventures, and ClickHouse. Main market implications center on speculative quantum and photonic computing, event-driven media M&A, skepticism on enterprise AI agent hype, and Israel's deep tech opportunity.

  • Davos discussions centered on US-China AI chip policy and Dario Amodei's opposition to Nvidia chip exports.
  • Waymo safety data were debated, with hosts arguing Waymo is significantly safer than average human drivers.
  • Netflix sweetened its Warner Bros. Discovery bid to all-cash, increasing odds it wins the deal over Paramount.
  • OpenAI and ServiceNow announced a three-year partnership, but hosts were skeptical of near-term transformational impact.
  • Martin Shkreli discussed prediction markets, photonic computing, quantum computing speculation, and structural challenges in biotech.
  • Bradley Tusk covered state-level regulatory strategy, venture landscape bifurcation, mobile voting, and AI's political risks.
  • Lukas Czinger showcased the 21C hypercar and Divergent's additive manufacturing expansion into defense and space.
  • Andy McCune, Michael Broukhim, and Aaron Katz discussed Cosmos, Deep33 Ventures, and ClickHouse respectively.
Ideas
John Coogan Co-Host, TBPN 16:07
Palantir mid-market expansion key.
John Coogan views Palantir's custom enterprise AI/ontology stack as a compelling pitch for large organizations, but the key open question is whether it can successfully move down-market to mid-sized enterprises; success would materially expand its customer base.
PLTR MED
John Coogan Co-Host, TBPN 50:02
Netflix likely wins Warner deal.
John Coogan thinks Netflix's sweetened all-cash offer for Warner Bros. Discovery assets demonstrates its commitment and makes it likely to win the bidding war against Paramount, supporting WBD shares near deal value and validating Netflix's strategic push.
NFLX WBD MED
Jordi Hays Co-Host, TBPN 55:37
ServiceNow AI agents incremental.
Jordi Hays is skeptical that ServiceNow's OpenAI partnership and embedded AI agents will be transformational; he sees enterprise AI agents as still being in an autocomplete/Clippy phase, delivering only incremental value and potentially overhyped by the market.
NOW MED
Martin Shkreli Investor / Podcast host 80:23
Photonic computing could beat Nvidia.
Shkreli is bullish on photonic computing, where light replaces electrons for matrix multiplication, offering potential massive speedups and 3D matmuls; he sees it as an underfollowed next compute paradigm with private players like Light Intelligence and Lightmatter, and anything that can beat Nvidia's moat could be worth trillions.
Photonic computing MED
Martin Shkreli Investor / Podcast host 83:50
Speculative quantum stocks could 1000x.
Martin Shkreli argues that quantum computing stocks like Rigetti and D-Wave offer asymmetric speculative upside: even a 0.1% chance that one becomes the next Nvidia justifies a small flyer given potential 1000x returns, and retail investors can easily buy them.
RGTI QBTS HIGH
Martin Shkreli Investor / Podcast host 88:18
Drug industry structurally challenged.
Shkreli thinks the drug industry is structurally cooked: fewer drug targets, overcapacity in niche indications, and strong Chinese competition, while even successful drugs only have about 10 years of exclusivity, making it hard to compound.
XBI MED
Michael Broukhim General Partner, Deep33 Ventures 181:31
Israel deep tech looming giant.
Michael Broukhim believes Israel's deep tech ecosystem has a unique concentration of defense, elite scientists, RF, silicon, and optics talent, making it a looming deep tech giant comparable to California; he expects the next decade's Israeli deep tech outcomes to mirror cybersecurity's rise.
Israeli deep tech MED
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This TBPN video, published January 20, 2026, features John Coogan, Jordi Hays, Martin Shkreli, Michael Broukhim discussing PLTR, NFLX, WBD, NOW, Photonic computing, RGTI, QBTS, XBI, Israeli deep tech. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Coogan, Jordi Hays, Martin Shkreli, Michael Broukhim  · Tickers: PLTR, NFLX, WBD, NOW, Photonic computing, RGTI, QBTS, XBI, Israeli deep tech