Midjourney Medical, AI Talent Wars 2.0, G7 Recap, Jake Paul Joins

Watch on YouTube ↗  |  June 18, 2026 at 21:51  |  3:46:16  |  TBPN
Speakers
John Coogan — Co-Host, TBPN
Derek Thompson — Co-author, Abundance; Host, Plain English; Contributing Writer, The Atlantic
Rene Haas — CEO, Arm
Rob Slaughter — Co-founder and CEO, Defense Unicorns
Jake Paul — Co-Founder, Most Valuable Promotions
Rob Reid — Author, After On
David Senra — Host, Founders

Summary

The episode covers Midjourney Medical's full-body ultrasound launch and its Butterfly Network partnership, AI talent moves such as Noam Shazeer joining OpenAI, and Derek Thompson on abundance politics and self-optimization culture. Arm CEO Rene Haas discusses AI chip demand, TSMC's cycle, robotics, and infrastructure bottlenecks. Later segments include Defense Unicorns' Rob Slaughter on defense software, Rob Reid on biosecurity, and Jake Paul on Anti Fund's AI and late-stage tech investment strategy.

  • Midjourney announces Midjourney Medical, a full-body ultrasound scanner, and a partnership with public company Butterfly Network.
  • Derek Thompson discusses the mixed political adoption of the abundance agenda and the rise of biometric self-optimization.
  • Arm CEO Rene Haas says AI demand for compute, memory, and storage is still early and Arm's new AI CPU is seeing huge demand.
  • Rene Haas highlights TSMC's unprecedented multi-year cycle and broad AI infrastructure investment opportunities.
  • Rob Slaughter describes a shift toward autonomous systems and accelerating demand for modern defense software.
  • Rob Reid argues for mandatory DNA synthesis screening and more investment in biosecurity and biosurveillance.
  • Jake Paul and Anti Fund describe a barbell strategy focused on SpaceX, xAI, OpenAI, Etched, Helion, and next-wave robotics/hardware/bio.
  • David Senra discusses founder stories, podcasting craft, and lessons from Ed Catmull, Dana White, and Rick Rubin.
Ideas
John Coogan Co-Host, TBPN 26:31
Butterfly Network benefits from Midjourney partnership.
Midjourney Medical's full-body ultrasound scanner is partnered with Butterfly Network, a public company; the stock is up almost 50% on the news, and the deal combines Midjourney/David Holz's vision with Butterfly's long-developed ultrasound technology.
BFLY MED
Derek Thompson Co-author, Abundance; Host, Plain English; Contributing Writer, The Atlantic 49:06
Eli Lilly's retatrutide will supercharge GLP-1 demand.
The self-optimization health trend is accelerating and GLP-1 demand will go crazy when Eli Lilly's third-generation GLP-1 drug retatrutide comes out; gym usage, peptide stacking, TRT, and related health behaviors are all rising.
LLY HIGH
Rene Haas CEO, Arm 68:39
TSMC sees unprecedented multi-year AI cycle.
At Computex, TSMC executives said they had never seen a cycle this good for this many years; AI demand remains very early and very strong, supporting TSMC's leading foundry position.
TSM HIGH
Rene Haas CEO, Arm 70:37
Arm's new AI CPU faces huge demand.
AI creates insatiable demand for compute, memory, and storage; Arm has expanded from IP licensing into its own chip product with an ARM AGI CPU that delivers 2x performance at the same power as competition, and agentic AI workloads are driving huge CPU demand and supply constraints.
ARM HIGH
Rene Haas CEO, Arm 82:28
AI infrastructure supply chain offers broad upside.
The AI buildout creates investment opportunities not just in chips but in the surrounding system: wafer-scale and in-memory compute, co-packaged optics, material science, copper, turbines, gas engines, power plants, and supply-chain resiliency, because the entire system is now a bottleneck and an innovation opportunity.
AI infrastructure supply chain MED
Rene Haas CEO, Arm 92:53
Robotics adoption becomes huge by 2030.
Robotics could hit a tipping point by 2030; adoption will take longer than expected but eventually be bigger than anticipated. Robots-as-a-service is more viable than outright $100,000 robot purchases, falling bill-of-materials costs help, and once robot fingers are solved the impact on infrastructure and labor will be transformational.
ROBO MED
Rob Slaughter Co-founder and CEO, Defense Unicorns 101:09
Defense software demand is accelerating.
The nature of warfare is shifting from thousands of airmen managing dozens of aircraft to dozens of airmen managing thousands of autonomous systems; this creates intense demand for faster software updates, security, and modern defense software, and the Department of Defense is increasingly open to working with startups.
Defense technology MED
Jake Paul Co-Founder, Most Valuable Promotions 197:37
Late-stage AI and tech winners outperform.
Anti Fund uses a barbell strategy: bigger growth-stage checks into late-stage winners like SpaceX and xAI for fast DPI/liquidity, plus early-stage venture bets; it is AI-maxi across OpenAI, inference, semiconductors such as Etched, and fusion via Helion, and expects next-wave upside in robotics, hardware, and bio.
SPCX XAI OPENAI Etched HELION MED
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This TBPN video, published June 18, 2026, features John Coogan, Derek Thompson, Rene Haas, Rob Slaughter, Jake Paul discussing BFLY, LLY, TSM, ARM, AI infrastructure supply chain, ROBO, Defense technology, SPCX, XAI, OPENAI, Etched, HELION. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Coogan, Derek Thompson, Rene Haas, Rob Slaughter, Jake Paul  · Tickers: BFLY, LLY, TSM, ARM, AI infrastructure supply chain, ROBO, Defense technology, SPCX, XAI, OPENAI, Etched, HELION