Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN

Watch on YouTube ↗  |  September 02, 2026 at 22:03  |  31:09  |  TBPN
Speakers
John Coogan — Co-Host, TBPN
Ilya — Co-founder, Safe Superintelligence

Summary

The episode covers AI safety debates around OpenAI's neuralese and chain-of-thought monitoring, plus Ilya Sutskever's warning on neo-cloud cybersecurity. It then analyzes Markiplier's real bullishness on GoPro and Starman Optical's acquisition logic. The hosts also discuss SpaceX's entry into power turbine components and the resulting pressure on Howmet and DPC, before touching on Maersk and Norsepower rotor-sail shipping technology.

  • OpenAI looped transformers/neuralese trigger AI safety concerns over monitorability.
  • Ilya warns rogue AI agents could target neo clouds, implying stronger cybersecurity is needed.
  • The hosts separate Markiplier's genuine GoPro product enthusiasm from the sponsor controversy.
  • GoPro's Starman Optical merger brings cash, a retained Nasdaq listing, and AI photonics overhang.
  • SpaceX confirms in-house turbine blade/vane casting, pressuring Howmet and DPC.
  • The Wall Street Journal notes technical barriers but rich valuations leave incumbents vulnerable.
  • Maersk's rotor sails from Norsepower use the Magnus effect to reduce shipping fuel use.
Ideas
John Coogan Co-Host, TBPN 9:11
GoPro's cheap cinema camera wins creators.
Markiplier's GoPro stake is a genuine product-led bet. He used the $700 Mission One Pro, found it delivers cinema-level output versus roughly $7,000 cinema rigs, and believes it can serve the next generation of YouTube-to-Hollywood filmmakers; he then bought about $10-12 million for around 8% of the company, making the sponsored review credible and positioning GoPro for creator-market adoption.
GPRO HIGH
John Coogan Co-Host, TBPN 24:34
Turbine component makers face SpaceX overhang.
SpaceX's plan to cast turbine blades and vanes in-house threatens the expensive gas-turbine component oligopoly. DPC is most vulnerable because it is small and roughly 40% of revenue comes from natural-gas turbines; Howmet is more diversified with only about 11% gas-turbine exposure but still trades around 42x forward earnings, while DPC trades around 44-45x, so both look due for a de-rating even though the SpaceX threat is not immediate.
HWM DPC MED
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This TBPN video, published September 02, 2026, features John Coogan discussing GPRO, HWM, DPC. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Coogan  · Tickers: GPRO, HWM, DPC