Sean Frank

Sean Frank has discussed 5 US public companies across 2 TBPN episodes, per Ticker.id. Top: $SHOP, $AMZN, $RL, $NFLX, $NVDA.

  1. If I'm getting random cold emails nonstop for $480 grand, I think we're probably in the beginning of the AI wave. Maybe it's going to be $4.8 million in a couple of years.
    Sean Frank · TBPN · AI Video Game Mods, Should You Sell Your Data, Bryan Johnson on Endurance Racing | Sean Frank, Linda Du, Ali Partovi, Sigil Wen, Jerry Wu, Bryan Johnson · 2026-10-05
  2. Inventory planning and buying is a solved problem... AI has totally solved that, working directly with the Codexes of the world.
    Sean Frank · TBPN · Meta Releases Muse 1.1, GPT-5.6 Sol Reactions, New Robot Hand Alert | Eric Seufert, Bernt Børnich, Josh Lindgren, Jeffrey Morgan, Thibault Sottiaux, Sean Frank · 2026-07-09
  3. It's a very boring monopoly. We sell a ton of like men's wedding rings and they're coming for it all.
    Sean Frank · TBPN · Meta Releases Muse 1.1, GPT-5.6 Sol Reactions, New Robot Hand Alert | Eric Seufert, Bernt Børnich, Josh Lindgren, Jeffrey Morgan, Thibault Sottiaux, Sean Frank · 2026-07-09