August 4, 2025· 52 min

The AI Industry Is Becoming Like Professional Sports

John Coogan Jordi Hays

Orality

Model

50%

Speaker Breakdown

HostJoe Weisenthal(3,045 words)

M:28%

HostTracy Alloway(4,217 words)

M:28%

GuestJohn Coogan(1,868 words)

M:28%

GuestJordi Hays(1,063 words)

M:29%

Oral Indicators

Agonistic39%

literally, completely, very

Engagement65%

you, our, your

Memory Aids100%

listen, now, like

Repetition100%

like (183x), yeah (87x), they (86x)

Parallelism74%

And I'm Tracy Alloway...., But I can take it to exploding..., So you have to make a decision...

Sound Patterns58%

70 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases5%

at the end of the day, you know what, i mean

Literate Indicators

Hedging7%

may, probably, maybe

Passive Voice4%

are indeed, are printed, was hired

Abstract Nouns15%

investment, recommendation, community

Subordination4%

because, whereas, while

Sentence Length31%

Avg: 12.8 words/sentence

Word Complexity47%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style35%

785 personal pronouns found

Descriptive Style94%

literally, completely, apply

Description

When it comes to tech startups, you often hear about VCs making a ton of money, or founders experiencing life-changing exits. But something is changing in the world of AI. Now it's the engineers themselves getting pay packages that can be in the 9-figure range. Why is this? Why is it happening? How is it changing the culture of Silicon Valley and business more generally? On this episode, we speak with John Coogan and Jordi Hays, the co-hosts of TBPN, a daily show about technology, which covers the industry in a sports-like manner. We talk about the economics of these transactions, why they make sense, and who are the industry's top superstars. Read more: Meta Seizes Its Moment to Spend Aggressively in the AI Race Apple Rebound Looks Elusive as AI Woes Draw Investor Scrutiny Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

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