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PodcastTBPNSeptember 25, 2026

Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN

Hyperscaler and NVIDIA debt issuance has reportedly reached roughly 70% of Treasury issuance through 2026, a factor hosts link to rising bond yields.

  • Microsoft's Autopilot launch: Satya Nadella debuts an 'Autopilot' agent (built on OpenClaw conventions per Peter Steinberger) with its own VM/workspace/memory, aiming past Copilot toward consumer use, leveraging 100M+ subscribers; hosts doubt insider excitement but expect mainstream Windows-user adoption.
  • White House tech dinner with Xi: Elon Musk, Lisa Su, Jensen Huang, Tim Cook and Trump sat at the head table with Xi Jinping (no visible translator); Anthropic's Dario Amodei was notably absent despite a reported 15-plus-one invite offer.

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