TBPN

(03:20) - The Internet Is Finished (14:52) - Trevor Milton's Jet Launch (17:09) - iPhone Duo Early Reviews (21:02) - SpaceX Explosive Growth (35:30) - Nikesh Arora, CEO of cybersecurity company Palo Alto Networks, discusses the severe PHP vulnerability, the urgent need for organizations to patch and protect critical infrastructure, and the likelihood that increasingly powerful AI models will uncover more security flaws. He also examines the risks of autonomous AI agents, the value of open-source models for transparency, and the sustained demand for AI computing infrastructure. (57:40) - Aidan Smith discusses the rapid growth of his systems-first AI lab, its billion-dollar Series A, and breakthroughs in GPU optimization through mega-kernel technology. He argues that better algorithms, architectures, and data efficiency could produce more creative, unconventional AI models while expanding automation beyond intellectual work. (01:08:05) - Akhil Iyer discusses his journey from the Marine Corps to co-founding Watchtower Labs, an AI defense startup that recently raised $35 million. He explains how its simulation platform helps military planners anticipate logistics and supply-chain disruptions, evaluate numerous scenarios, and make better decisions during conflicts, crises, and competition. (01:14:45) - Max Junestrand discusses his role as co-founder and CEO of legal AI platform Legora and the company’s $88 million funding round at a $550 million valuation. He explains how AI adoption in law demands greater accuracy and oversight than coding, while enabling smaller firms and enterprise legal teams to handle more complex work efficiently. (01:25:32) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:42) - Nearly $1M in Trading Cards Stolen (09:42) - Trevor Milton Returns to Aviation (24:59) - The Death of Common Courtesy (41:49) - Mercedes Unveils AMG GT SUV (48:58) - Alex Niehaus, co-founder of Helicon, discusses the company’s emergence from stealth with $16.5 million in funding and its mission to industrialize composite manufacturing. He explains how Helicon combines advanced software, robotics, and manufacturing to mass-produce lightweight, high-strength structures for defense, drones, vehicles, and other applications. (59:50) - Alex Blania discusses Tools for Humanity’s efforts to build proof-of-human systems that combat deepfakes, fraud, and AI impersonation. He highlights World for Zoom, a Cloudflare agent protocol that verifies agents are acting on behalf of real people, and lighter-weight phone verification alongside the company’s Orb technology. (01:08:06) - Nate Rempe discusses leading Omaha Steaks through its crucial holiday season, modernizing its marketing with social media and AI, and protecting its reputation through customer education. He also addresses record-low cattle supplies, younger consumers’ demand for authentic, high-protein products, and the company’s renewed focus on improving its core steak offerings. (01:26:43) - Connor Sweeney discusses Baba, the healthcare platform he founded and leads, which connects older adults and their families with nurses and social workers who coordinate care using AI-assisted tools. He announces a $40 million Series A and outlines Baba’s rapid growth, insurance partnerships, public AI benchmark, and plans to serve a 100,000-person waitlist. (01:36:15) - Beverly Hills Condo Buyers Become Lenders (01:45:09) - Anthropic's S1 (01:50:12) - Jay Leno, a veteran comedian, former Tonight Show host, and passionate car collector, discusses automobiles, comedy, show business, technology, and his enduring work ethic. He shares humorous stories while emphasizing humility, honest feedback, political balance, and the importance of continually practicing one’s craft. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with comedian and former Tonight Show host Jay Leno. We discuss what he learned from Johnny Carson, why he thinks late-night television is dying, how politics changed comedy, why he refuses to retire from stand-up, his advice for people afraid of AI, and what it takes to stay funny after decades in show business. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:35) - "You Can See Everything" Spoiler Talk (23:51) - AI Data Center Forecast Jumps (33:59) - Anthropic Staff Predict AI Boom (40:59) - Call of Duty Campaign Review (48:32) - Katie Drummond discusses Nathan Fielder’s film about Elizabeth Holmes, its complex portrayal of empathy, fraud, and human behavior, and its potential to become a classic. The global editorial director of WIRED also reflects on how the tech press once amplified Holmes’s claims and enabled the era of visionary, larger-than-life startup founders. (01:07:17) - Bing Gordon, founding executive of Electronic Arts and co-author of *Everybody Wins*, discusses lessons from gaming, product development, and his career in technology. He explores how iteration, storytelling, motivation, and AI can improve creative work while emphasizing the enduring importance of human judgment and meaningful progression. (01:46:52) - Daksh Gupta, founder of Greptile, discusses automating code review and testing to ensure AI-generated code is safe to merge. He highlights the company’s $50 million Series B, the need for independent code validation, and growing demand for better visibility into the quality, productivity, and cost of coding agents. (01:55:25) - Jean Denis discusses Town, the AI workplace assistant company he co-founded and leads as CEO, following its $108 million Series B at a $1 billion valuation. He explains how trusted, privacy-focused AI agents could streamline workplace tasks and communications while delivering thoughtful recommendations without overwhelming users. (02:09:26) - Quinten Farmer discusses founding Tolan, an AI-powered personal guide designed to provide entertainment, emotional support, intelligent assistance, and personalized follow-up through nuanced memory. He also covers Tolan’s approachable characters, applications for families and children, the challenges of proactive AI assistance, and the company’s $30 million Series B funding. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:15) - "You Can See Everything" Review (07:35) - Roadster Reactions (30:03) - Walter Isaacson is a bestselling biographer and journalist known for chronicling influential innovators such as Steve Jobs, Elon Musk, and Jennifer Doudna. Walter Isaacson discusses Musk’s futuristic designs and mercurial leadership, the relationship between human creativity and artificial intelligence, and how individuals and collaborative teams shape technological progress. (01:00:00) - Eric Glyman, co-founder and co-CEO of Ramp, discusses the company’s $1.85 billion fundraise, rapid revenue growth, and expanding suite of financial products. He explains how Ramp aims to help businesses manage, attribute, and maximize returns on AI spending as artificial intelligence becomes a core operating expense. (01:14:02) - Christian Jensen discusses Dragoneer Investment Group’s $1.85 billion investment in Ramp, describing the firm’s strategy of making concentrated bets on category-defining businesses. He argues that Ramp’s vast market, expanding product platform, capital efficiency, AI capabilities, and exceptional leadership justify its $60 billion valuation, while explaining Dragoneer’s selective, nonintrusive approach to supporting portfolio companies. (01:24:31) - Tavarish discusses his skepticism about the Tesla Roadster, enthusiasm for Porsche’s Mission S and 918, and preference for distinctive, driver-focused cars over flashy technology showcases. The automotive YouTuber and supercar rebuilder also shares insights into project-car selection, beginner-friendly Japanese cars, extreme-speed challenges, and the evolving balance among combustion, hybrid, and electric vehicles. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(05:04) - Recapping Anthropic Investor Day (15:04) - SELL EVERYTHING (23:24) - Inflation Heats Up (30:29) - 𝕏 Timeline Reactions (44:02) - Valar Atomics VC Feud (51:16) - Tesla Roadster Hype (01:00:53) - Porsche Mission S (01:04:49) - Reed Albergotti, Semafor’s San Francisco bureau chief and host of the Future Proof podcast, discusses Tesla’s self-driving technology, Microsoft’s AI strategy, Xbox’s future, and the debate over regulating open-source AI. He also examines the financial and infrastructure bottlenecks facing the AI industry as technology companies rapidly increase spending. (01:26:45) - Bryan Cantrill discusses founding Oxide Computer Company, where he serves as CTO and builds integrated rack-scale cloud computing systems for on-premises data centers. He explains Oxide’s technically ambitious hardware-software co-design, lessons from failed predecessors, patient enterprise sales strategy, and focus on profitability, operational efficiency, and building a generational company rather than pursuing an exit. (01:45:54) - Daniel Kimminau discusses founding Advanced Spade Company after working at SpaceX, The Boring Company, and Anduril, where he developed expertise in transportation and underground construction. He explains how the company uses integrated technology, mapping, and specialized equipment to make underground utility installation safer, faster, and more affordable. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:46) - OpenAI Uncovers Spy Device (08:41) - Are Your Devices Listening to You? (20:13) - Apple x LG (24:59) - Home Devices Tier List (37:45) - XBOX Labs (40:46) - Inside The World of GTA 6 (43:38) - Kelly Clarkson's Bird Store Drama (52:27) - Thomas Neckel discusses co-founding Fragment, a New York fintech company building financial infrastructure designed for AI agents. He explains how Fragment translates contractual rules into deterministic financial workflows, enabling agents to automate complex processes such as payments, refunds, accounting, and insurance claims while preventing costly errors. (01:02:17) - Kabir Jain discusses his role as Erewhon’s Chief Growth Officer, overseeing technology, e-commerce, data, membership, and other growth initiatives beyond opening stores. He explains Erewhon’s disciplined expansion strategy, commissary-based operating model, influence on emerging consumer brands, celebrity collaborations, and focus on delivering a premium customer experience. (01:22:02) - Danielle Axman discusses founding Wilder Market, a premium neighborhood grocery concept opening in Midtown Miami, inspired by her search for thoughtfully sourced, high-quality food for her family. She highlights the market’s expert-developed product standards, Michelin-star culinary partnership, hospitality-focused experience, and potential expansion across South Florida and the Southeast. (01:30:45) - John Urschel, an MIT assistant professor of mathematics and former professional football player, discusses how AI is transforming mathematical research, education, and problem-solving. He argues that human understanding and creativity remain essential, predicts that mathematics will expand rather than be “solved,” and considers AI’s potential to improve football analytics. (01:44:48) - Nicholas Sharp discusses Attio’s new hybrid architecture for agentic revenue, which lets AI agents work with customer data while maintaining governance and security guardrails. The Attio co-founder and CEO also highlights how leading sales teams use AI for highly personalized customer experiences, his excitement about decision models, and Attio’s extensive use of its own products. (01:55:50) - Jason Ballard, co-founder and CEO of construction technology company ICON, discusses its $200 million Series D and mission to address the housing crisis using robotic 3D printing. He explains ICON’s cost-saving construction system, expansion into licensing its technology to builders, and work with NASA to develop lunar infrastructure using local materials. (02:05:41) - Erik Bernhardsson, co-founder and CEO of Modal, discusses the company’s rapid growth and its platform for simplifying AI infrastructure across numerous cloud providers. He highlights soaring demand for inference, training, and sandbox tools, along with opportunities in low-latency applications, alternative chips, and broader enterprise adoption. (02:14:59) - Josh Tyrangiel discusses how Elon Musk and Jeff Bezos are racing to vertically integrate the space economy through reusable rockets, satellite networks, orbital data centers, and AI. Drawing on his experience covering business and technology, he explains SpaceX’s commanding lead, Blue Origin’s efforts to catch up, and Bezos’s long-standing ambition to make space infrastructure central to Amazon, robotics, and advanced AI. (02:31:03) - Aida Baradari, founder of Dvalence, discusses Spectre, a device designed to prevent microphones from making unauthorized audio recordings. Baradari explains its privacy-focused technology, planned enterprise applications, current pricing and size, and the company’s efforts to launch and improve the product. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:13) - Social Reckoning Review (14:12) - Muse Wonder (30:15) - Apple HomeView (43:36) - Anjney Midha, William Chu & Negin Oliver. Anjney “Anj” Midha, founder of venture firm AMP, discusses the Grid Trust, a $100 billion program anchored by Zurich Asset Management to expand affordable, reliable AI computing capacity for startups and public-sector users worldwide. He explains how pooling customers and hardware providers, along with AI-powered demand forecasting, can improve GPU utilization, reduce risk, and broaden access to compute. (59:52) - Neal Stephenson, an acclaimed science-fiction author known for *Snow Crash*, discusses fiction’s influence on technology, his preference for hands-on research, and the importance of grounding speculative ideas in social, cultural, and economic realities. He also explores AI-assisted storytelling, carbon removal, algorithmic misinformation, the erosion of societal norms, and overlooked science-fiction author Matt Ruff. (01:25:29) - Ravi Gupta & John Hegeman. Ravi Gupta discusses Ithaca Holdings’ acquisition of Bumble alongside co-founder and co-CEO John Hegeman. He explains their conviction that human relationships will become even more important in an AI-driven world and outlines plans to improve Bumble’s matching, profile quality, and user experience before focusing on monetization. (01:37:12) - Jack Goldberg discusses co-founding Yes Chef Group, transforming a passion for food into a global media brand centered on content, live events, and community. He shares the company’s rapid growth, strategic partnerships, expansion into long-form programming, and plans to build the next-generation Food Network while exploring opportunities in live streaming, technology, and consumer products. (01:59:42) - Oege De discusses XBOW’s AI-powered cybersecurity platform, which autonomously identifies vulnerabilities by replicating the work of skilled offensive security researchers. He highlights a critical Chrome exploit affecting one billion users that was discovered in six days using GPT-5, emphasizing the urgent need for automated security testing as advanced cyber capabilities become increasingly accessible. (02:09:30) - Nick Talken discusses Albert Invent, the chemistry-focused AI company he co-founded and leads as CEO, and its $55 million Series B led by TCV. He explains how Albert’s specialized models and proprietary customer data help scientists accelerate materials and chemical innovation in areas such as batteries, solar cells, biodegradable plastics, PFAS alternatives, and spaceflight. (02:16:20) - Jeff Holden discusses his career as an early Amazon engineer, creator of Amazon Prime, and founder and CEO of Atomic Machines. He explains how the company’s “Matter Compiler” aims to turn AI-generated designs into functional micromachines, enabling innovations in medicine, robotics, electronics, and other fields. (02:28:02) - Eli Manning & Michael Waldron. Eli Manning discusses how his Penn State walk-on prank inspired Chad Powers and how his football experiences shape the show’s characters and stories. The retired two-time Super Bowl champion also advises young athletes to pursue media opportunities authentically while continuing to take their sport seriously. (02:46:15) - OpenAI Uncovers Insider Security Threat TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:18) - Crypto Going "Bunker Mode" (16:31) - The AI Mathpocalypse (28:08) - Starbucks Explores Chipotle Takeover (30:57) - Timeline Reactions (49:01) - Mansion Section (55:41) - Rebecca Kaden & Michael Mignano discuss USV’s record $900 million fundraise and how the firm is adapting its thesis-driven investment strategy to larger rounds, longer private-company timelines, and AI-enabled opportunities. A partner at USV, Rebecca highlights the firm’s focus on visionary, product-oriented founders, public idea-sharing, emerging technologies, and company incubation. (01:16:52) - Nathan Benaich discusses the State of AI Report and his balanced, research-driven view of the industry. The Air Street Capital founder highlights AI’s rapid progress, the rise of inference and reinforcement learning, and how capital, infrastructure, and user education increasingly constrain adoption and growth. (01:31:41) - Michael Sindicich & Healey Cypher discuss BoomPop's acquisition by Navan and the immediate integration of its event-planning platform and team. They emphasize the importance of in-person meetings and explain how the combined company will provide customers with a unified solution for business travel, off-sites, and corporate events. (01:38:24) - Moritz Stephan discusses Hone, an AI company building autonomous “engines” that own and deliver business outcomes. He explains how the platform tackles complex workflows across revenue, recruiting, finance, and procurement, while exploring scalable deployment, outcome-based pricing, and adaptable templates for organizations. (01:48:26) - Anastasios Angelopoulos discusses Arena’s expansion from evaluating AI capabilities and human preferences to measuring agent alignment and safety. The co-founder and CEO explains how Arena uses real-world data to identify unauthorized actions, deceptive completions, and false attribution while serving as a neutral evaluator of AI models and agents. (02:02:56) - Zach Yadegari, an entrepreneur who sold his calorie-tracking company Cal AI, discusses his new AI assistant venture and its $10 million funding round. He outlines plans for a free, money-saving consumer product and screenless hardware designed to integrate computing into daily life while reducing phone use. (02:15:04) - Mansion Section p.2 TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(06:15) - 𝕏 Timeline Reactions (10:55) - Some Math Problems (25:12) - SpaceX's $40B NVIDIA Chip Deal (35:59) - Porsche Mission S (52:27) - Walter Russell Mead, a distinguished fellow at the Hudson Institute, discusses the decline of mid-20th-century democratic capitalism and society’s transition into an uncertain technological era. He explores AI’s economic and geopolitical effects, human adaptability, the balance between state power and individual liberty, and declining trust in experts while expressing optimism about technology’s potential to improve life. (01:32:01) - Kat Cole, CEO of AG1, discusses the company’s retail expansion, product innovation, and investment in clinical research. She explains how AI improves product discovery, customer service, supply-chain traceability, scientific development, and operational efficiency while allowing AG1 to invest more in research, marketing, and customer experience. (01:44:58) - Tarek Alaruri discusses Stuut’s $52.5 million Series B and the company’s rapid growth under his leadership as co-founder and CEO. He explains how Stuut’s digital coworker helps major businesses collect overdue revenue, supported by cold calling and partnerships with firms such as Microsoft, Fiserv, and Ernst & Young. (01:50:51) - Tyler Niday discusses Bonsai Robotics, a full-stack physical AI company developing autonomous machines for agriculture and other rugged environments. He highlights its 430 deployed robots, partnership with Nvidia, extensive field data, and ability for one person to manage a fleet across multiple platforms using a unified world model. (01:56:10) - Scott Morton discusses Revel’s rapid growth and its software platform for testing and controlling complex physical systems such as nuclear reactors, jet engines, and rockets. He highlights the expanding hard-tech ecosystem, the influence of former SpaceX engineers, and Revel’s ability to dramatically accelerate customer testing and development. (02:03:14) - Josiah Meyer discusses co-founding and leading Health Leap, an AI healthcare company backed by Sequoia with $38 million in funding. He explains how its technology helps hospitals detect overlooked conditions, improve patient outcomes, and reduce costs, while reflecting on his entrepreneurial beginnings in South Africa and AI’s growing capabilities in mathematics. (02:10:48) - Aarush Selvan discusses his work as a ChatGPT product manager and the launch of GPT-6 for 1.2 billion users. He explains its intelligent, dynamically generated interfaces and ability to answer while reasoning, while reflecting on how nondeterministic AI is reshaping product management, design, and collaboration at OpenAI. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(05:10) - "Digger" Review (06:42) - AI Mods Run into Copyright Law (16:26) - The Case Against AI Job Doom (28:29) - Warren Buffett Discovers YouTube (35:08) - 𝕏 Timeline Reactions (49:42) - Mistral Launches Le Chonk (55:19) - Greg Fleming discusses his career in financial services and his role as CEO of Rockefeller Capital Management, which provides comprehensive advice to wealthy families. He explains the firm’s growth, approach to private-market investing and diversification, and use of AI to improve advisor productivity while preserving personalized client relationships. (01:17:40) - TJ Parker discusses his return to operating as CEO of General Medicine after founding PillPack and spending several years investing. He outlines General Medicine’s mission to become a seamless, consumer-focused healthcare storefront by combining transparent pricing, medical records, pharmacy access, and AI-enabled infrastructure. He also reflects on lessons from PillPack and explains how his healthcare expertise and experienced team position the company to simplify interactions with the broader medical system. (01:32:04) - Joowon Kim discusses leaving Ramp to co-found Melius, an AI-powered creative platform that has raised $25 million. He outlines Melius’s tools for generating and editing media, its enterprise customers and integrations, and his vision of enabling anyone to turn their imagination into creative content. (01:43:24) - Rick Dungey, executive director of the National Christmas Tree Association, discusses the Christmas tree industry, including farming, demand planning, White House tree selection, and proper tree care. He also highlights the association’s advocacy work and Trees for Troops, a charitable program providing Christmas trees to military families. (02:00:31) - Dylan Field discusses Figma’s new Design Agent, emphasizing its ability to enhance designers’ creativity and productivity rather than replace them. The Figma co-founder and CEO also explores specialized AI models, human judgment, transparency around AI-generated work, and the importance of using AI to expand original thinking instead of automating it away. (02:20:02) - Hardik Kabaria discusses his background as Vinci’s co-founder and CEO, drawing on a Stanford PhD and eight years developing manufacturing software at 3D-printing company Carbon. He explains Vinci’s physics foundation model, which helps semiconductor companies automate thermal analysis, accelerate time to market, and improve product performance while preserving data privacy through on-premises deployment. He also outlines plans to expand into mechanical and electromagnetic physics following the company’s $250 million fundraise. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:17) - AI Video Game Mods (18:04) - 𝕏 Timeline Reactions (37:13) - Chinese Cars Take Over Britain (43:49) - Fiat's $15k Microcar (57:09) - Sean Frank, CEO of Ridge, discusses the company’s rapid growth, his decision not to sell its business data to AI firms, and how AI is transforming e-commerce operations, advertising, and creative production. He also explores agent-driven shopping, TikTok marketing, consumer spending, celebrity partnerships, and Ridge’s potential expansion into physical retail. (01:29:21) - Linda Du, president, COO, and co-founder of Valon Technologies, discusses the company’s $150 million Series D at a $2.3 billion valuation. She explains how Valon built and operated a mortgage servicer to prove its software before becoming a pure-play provider of AI-powered mortgage-servicing technology. (01:38:33) - Ali Partovi discusses his successful year as founder and CEO of venture capital firm Neo, his strategy of concentrating investments in fewer high-potential founders, and his backing of companies such as Cursor and Etched. He proposes holding AI companies responsible when their systems autonomously commit crimes, arguing that stronger liability would encourage the development of powerful AI that obeys existing laws. (02:05:36) - Sigil Wen discusses Underdog, a free, private personal AI that runs directly on users’ devices across major platforms. He explains its on-device performance, privacy benefits, invite-only beta, and potential payments-based business model involving AI agents that find deals and complete purchases. (02:13:12) - Jerry Wu discusses his work as co-founder and CEO of Halluminate, which builds training benchmarks and reinforcement-learning environments that improve AI models’ performance on non-coding knowledge work. He explains how these environments teach and evaluate tasks such as financial modeling and presentations, highlights the company’s $30 million fundraise, and predicts increasingly complex simulations involving multiple agents, companies, governments, and industries. (02:22:41) - Bryan Johnson, a tech entrepreneur and longevity advocate, discusses his goal of dunking a basketball at age 49 as part of a broader shift from strict health optimization toward ambitious physical “side quests.” He also explores biomarkers, peptides, strength training, aviation risks, motorsports, and how challenging pursuits can promote health, focus, and personal growth. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:15) - BYOCompute: Bring Your Own Compute (15:31) - Pope Leo Rejects AI Consciousness (26:06) - 𝕏 Timeline Reactions (35:45) - Tesla Beats Expectations (49:20) - Paramount-Warner Bros Becomes Skydance (54:34) - Ben Affleck's White Pill (57:24) - WSJ Mansion Section (01:27:33) - Joe Gebbia discusses his work modernizing federal digital services through the National Design Studio, including transforming employee retirement from a months-long paper process into a nearly instantaneous online experience. He outlines America.gov, a centralized, AI-powered platform designed to simplify access to government information and services, reduce billions of hours of administrative burden, and establish a new standard for digital government. (01:41:02) - Molly Fowler discusses her role as a partner at Dorm Room Fund, a venture fund investing in student and alumni founders. She explains its peer-driven investment model, recently raised $50 million fund, and plans to back roughly 75–80 companies with early-stage checks typically under $1 million. (01:51:55) - Tom Dotan, a technology journalist at Vanity Fair and Newcomer, discusses his profile of Oracle co-founder Larry Ellison. He examines Ellison’s vast influence across AI, media, TikTok, cancer research, and hospitality, emphasizing his appetite for risk, enduring control of Oracle, and willingness to make enormous bets late in his career. (02:10:35) - Pim De, co-founder of General Intuition, discusses the company’s $220 million fundraise and its use of large-scale video game data to train AI models that control robots. He explains the technology’s potential across simulations, quadrupeds, drones, gaming companions, and interactive NPCs while offering a grounded view of machine intelligence and shifting gamer sentiment toward AI. (02:19:34) - Greg Castle discusses his journey from entrepreneur to managing partner of Anorak Ventures, an early-stage deep-tech firm whose third fund totals $35 million. He shares insights on investing in Oculus and Anduril, maintaining a small-fund strategy, and pursuing transformative opportunities in defense, manufacturing, critical materials, and AI-enabled venture research. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:32) - NVIDIA Moves Up the AI Cloud Stack (09:54) - Factory-Cognition Drama (23:17) - Instinct Pushes into Shopping (35:23) - Gemini 4 Argon (44:45) - Will Bruey discusses Varda’s transition to operating a scalable fleet of commercial reentry vehicles, supported by a $251 million Series D and launch capacity secured through 2029. He also explains how microgravity can advance pharmaceutical manufacturing, why reusable launch infrastructure will expand the space economy, and how Varda has made land-based reentry reliable and cost-effective. (58:16) - Christophe Beck, chairman, president, and CEO of Ecolab, discusses the company’s work addressing water scarcity, infection prevention, food safety, and sustainable infrastructure. He highlights closed-loop, water-neutral cooling systems for AI data centers, advocates recycling water rather than relying on desalination, and urges technology companies to work closely with local communities. (01:16:20) - Hassaan Raza discusses Tavis’s Griffin human-interaction model, designed to make communicating with AI feel as natural as speaking with a person. The Tavis co-founder and CEO explains its potential to power AI coworkers, tutors, healthcare workers, and companions while emphasizing careful safety testing, disclosure, and gradual release. (01:24:49) - Connor Renton discusses Brodie Rec League, the world’s largest basketball league, which provides everyday athletes with a professional-style experience through uniforms, livestreams, player clips, statistics, and rewards. He explains how the platform simplifies joining and organizing recreational basketball while outlining its player-funded model, expansion across North American cities, and potential growth into other sports. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:26) - Supper Intelligence (09:00) - White House Accord Signature Tier List (21:22) - 𝕏 Timeline Reactions (32:59) - Power, GD, and the AI Boom (43:21) - A Warning about Model Welfare (57:28) - Ken Griffindor School of Market Wizardry (01:08:24) - Ali Golshan, Nvidia’s senior director of AI software and a former Gretel founder, discusses his work on AI security, safety, and infrastructure. He explains how the open-source OpenShell project, formal verification, and hardware-level controls can provide a trusted, full-stack environment for monitoring and containing autonomous AI agents. (01:20:43) - Mike Intrator, co-founder and CEO of AI cloud provider CoreWeave, discusses the company’s evolution beyond GPU infrastructure into a comprehensive AI cloud platform. He highlights CoreWeave’s new Forge product, the long-term utility of GPUs, potential industry consolidation, and the economics of compute capacity and data-center planning. (01:36:10) - Vlad Tenev discusses Robinhood’s expansion into AI-powered trading, including autonomous agents, third-party financial data, and safeguards designed to give everyday investors “a hedge fund in their pocket.” The Robinhood co-founder and CEO also covers social investing, prediction markets, new trading products, and AI’s broader impact on financial markets. (01:54:10) - Pari Singh discusses Flow Engineering’s $50 million fundraise at a $750 million valuation and its plans to invest heavily in AI-powered hardware engineering. He explains how Flow uses AI to continuously verify complex designs, manage regulatory requirements, and accelerate collaboration across engineering teams and suppliers. (02:04:26) - Minna Song discusses EliseAI’s rapid growth, including raising $350 million, surpassing $200 million in annual recurring revenue, and serving 20% of the U.S. apartment market. The co-founder and CEO explains how the company drives AI adoption and develops shared technology for the large housing and healthcare sectors. (02:11:00) - Dev Ittycheria discusses returning as MongoDB’s interim president and CEO, the company’s strong outlook, and his journey as a founder, investor, and technology executive. He also shares insights on AI talent wars, open-source business models, corporate governance, and the importance of clear strategy, strong teams, and a candid culture. (02:32:43) - Daragh Murphy discusses Imprint, the fintech company he co-founded and leads as CEO, which provides co-branded credit cards and payment infrastructure for major brands such as Kroger and Shell. He explains Imprint’s partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees. (02:39:54) - Noah Friedman discusses OuterSignal, his customer-intelligence and personalization platform, following its $22 million Series A. He explains how richer, real-time customer profiles help brands personalize marketing, improve retail and product strategies, and create more relevant consumer experiences. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

(09:00) - Sam Altman discusses how increasingly capable AI agents can simplify work and daily life while fostering an open ecosystem for developers. He also addresses OpenAI’s startup culture, expanding computing infrastructure, simplified model selection, rapid experimentation, and the unresolved scientific challenge of aligning superintelligent AI. (25:17) - Alexander Embiricos, an OpenAI product leader, discusses “dots,” proactive AI agents designed to act as personal delegates across workplace tools. He explains how personal and specialist dots can autonomously handle tasks, support individuals and enterprises, and make advanced AI more accessible through flexible interfaces and integrations. (41:54) - Andrew Ambrosino discusses leading OpenAI’s Codex desktop and Space teams and unifying Codex’s agentic capabilities with ChatGPT. He highlights cloud and local-machine integration, collaborative AI workspaces, dynamic interfaces, faster models, and OpenAI’s iterative, feedback-driven product development. (54:27) - Peter Steinberger discusses founding OpenClaw and pioneering personal AI agents that can proactively operate computers, use tools, and coordinate complex tasks. He explores agent-driven software development, changing online services, and a future where AI reshapes operating systems, commerce, and human workflows. (01:16:22) - Tibo Sottiaux discusses his work leading AI agent development at OpenAI, including Dots, Codex, and advances in computer use. He explains how persistent agents can learn users’ preferences, securely perform specialized organizational tasks, share long-term memory, and automatically balance speed, cost, and reasoning effort. (01:33:41) - Kath Korevec discusses her work as an OpenAI product manager for ChatGPT Sites, which reached 10 million sites within three months of launch. She highlights personal and professional uses, collaborative features within Spaces, new integrations and plugins, and plans to expand access to free users. (01:41:50) - Casey Neistat discusses his perspective as a filmmaker, YouTube pioneer, and ModRetro executive on retro technology, AI-assisted creativity, and the value of simple, purpose-built devices. He argues that AI will democratize game and video creation while human taste, expertise, and curation remain essential amid a growing flood of content. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:46) - Dario Gets the SNL Treatment (09:24) - Dario's Private Dinner with Trump (12:15) - Cambridge Warns of AI Acceleration (16:59) - Anthropic Investor Fears AI? (21:57) - Inside Instinct's Rapid Rise/Some Personal Agent News (47:06) - Zuck Hires MongoDB CEO (58:32) - Lo Toney discusses his experience as the founding and managing partner of Plexo Capital, which he launched after serving as a partner at GV. He explains Plexo’s strategy of backing emerging venture fund managers, evaluating their technical expertise and investment perspectives, and using their networks to access promising companies, while also addressing AI’s impact, rapidly rising valuations, evolving fund strategies, and investments in controversial sectors. (01:30:15) - Zack London discusses his work as Gossip Goblin, creating dark, sardonic AI-generated science-fiction videos and building a transhumanist universe. He explains how years of experimentation led him to launch a studio and produce a feature-length film with writers, voice actors, musicians, Foley artists, and a full post-production team, emphasizing that AI filmmaking still requires significant human craft and authorship. (01:36:49) - Anish Acharya discusses how personal AI agents could benefit restaurants, streamline commerce, empower consumers, and eventually become independent economic actors. A general partner at Andreessen Horowitz, he also examines challenges involving advertising models, bot restrictions, legal disputes, and high computing costs. (01:47:28) - Evan Conrad discusses San Francisco Compute’s mission to create independent, standardized compute markets that help new cloud providers build, finance, and sell GPU infrastructure. The co-founder and CEO explains how physically settled markets could reduce risk, improve utilization, and address potential AI infrastructure bubbles by establishing predictable future compute prices. (02:00:49) - Gstaad Guy discusses his satirical characters, Constance and Colton, which embody the competing worlds of understated old-money taste and status-driven luxury. He explores how wealthy consumers develop discernment, why family-owned hospitality often preserves authentic luxury, and how he builds content for a small but influential audience rather than chasing mass appeal. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:54) - 4 Tech Arguments (Number 3 Will Shock You) (24:09) - Has The AI Slop Gone Too Far? (38:53) - Is AI Driving Interest Rates Higher? (50:26) - WSJ Mansion Section (56:00) - John Arnold discusses his career from natural gas trading at Enron to founding his own hedge fund and becoming co-founder and co-chair of Arnold Ventures. He shares insights on risk management, gambling-like financial products, AI infrastructure, energy markets, nuclear power, and the growing disconnect between private and public market valuations. (01:44:12) - Viswa Colluru, founder and CEO of Invetta, discusses the company’s $311 million fundraising round and its AI-powered technology for identifying biological molecules and their functions. He outlines Invetta’s focus on developing medicines for widespread unmet needs—including asthma, eczema, and long-term weight management—and explains the practical limitations and safety considerations of AI-designed drugs. (01:54:17) - Jake Adler discusses Pilgrim’s $25 million funding round and its mission to become America’s first biological prime contractor. He describes Argus, a portable “Shazam for the air” system designed to autonomously detect, identify, and characterize airborne biological threats in locations such as airports. (02:02:22) - Adam Korsunsky discusses founding Freebean, an advertising company that distributes free, branded coffee as a tangible, targeted, and trackable marketing medium. He explains the company’s rapid growth, conference and campus distribution strategy, and launch of a New York City storefront billed as the world’s first free coffee shop. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:13) - Meta Connect Reactions (45:04) - Australia vs. AI Agents (47:33) - 𝕏 Timeline Reactions (49:26) - New Bentley EV (52:37) - Shalev Lifshitz discusses his background in AI research and the launch of an AI security company with his sister, Romy Lifshitz. He highlights threats to rapidly expanding AI infrastructure—including model sabotage, escape, and theft—and introduces their *Secure Acceleration* report outlining ways to protect AI systems as they advance. (59:38) - Leif Abraham discusses Public.com’s launch of AI agents for prediction markets focused on market-moving events rather than sports or entertainment. The co-founder and co-CEO explains how sophisticated investors use these agents to automate portfolio strategies, including trading, risk management, options income, and tax-loss harvesting. (01:09:33) - Diogo Almeida discusses founding and leading TypeSafe AI, whose viral launch has driven overwhelming demand for its developer-focused AI model. He explains that the technology enables reliable automation through fast, structured, calibrated judgments rather than text generation or complex reasoning, making routine workflows easier to integrate into software. (01:18:54) - Hooman Reza Nazad, co-founder and CEO of Silco Industries, discusses the company’s $75 million raise to build a Nevada rare-earth metallization plant. He explains Silco’s shift from recycling to mined materials, the West’s rare-earth processing bottleneck, and its plans to supply cost-competitive metals to automotive and defense customers. (01:27:34) - Jordan Nanos discusses SemiAnalysis’s ClusterMAX 3 rankings, explaining how hands-on testing evaluates AI neoclouds by performance, network design, software support, and failure recovery. He highlights CoreWeave and Nebius as leading providers while predicting expansion from inference platforms, chip startups, crypto miners, and legacy cloud operators. (01:45:03) - Erica Alden Davenedictus discusses her work as co-founder and CEO of Pioneer Labs, a nonprofit engineering biological systems to support human life on Mars. She explains the company’s development of microbes that convert Martian resources into bioplastics, its plans for additional organisms, potential mission timelines, and the legal and ecological concerns surrounding the introduction of Earth life to Mars. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:49) - Jensen vs AI Alarmism (19:33) - New Model Reactions (28:54) - Saudi EVs (31:00) - "You Can See Everything" New Trailer Reaction (36:40) - Cristiano Amon discusses Qualcomm’s vision for AI-powered smartphones, vehicles, data centers, and emerging wearable devices. The Qualcomm president and CEO highlights rising demand for computing, the importance of on-device AI, and the company’s push for an open-source AI software ecosystem. (48:41) - Talia Goldberg, a partner at Bessemer Venture Partners, discusses emerging AI opportunities, including physical AI, “token market fit,” and personal agents. She also outlines Bessemer’s new $5.75 billion fund and its strategy of making selective, substantial investments in early-stage and high-growth companies. (01:00:22) - John and Louis Antonelli discuss co-founding Real, a social sports app that transforms live statistics into fast, engaging, community-driven content. They explain the platform’s growth through sports fan pages, real-time notifications, digital collectibles, AI-powered moderation, and plans to expand into more sports and live events. (01:25:25) - Max Levchin, founder and CEO of Affirm, discusses the company’s UK expansion with Amazon, its breakthrough attention-based underwriting models, and the advantages of operational discipline and transparency. He also explains why existing financial infrastructure can support AI agents and how Affirm’s dedicated developer-productivity team has increased AI-assisted coding while reducing costs. (01:43:48) - Sam Ross, co-founder and CEO of Numeral, discusses the company’s $100 million funding round and its mission to automate global sales tax and VAT compliance. He explains that the capital will primarily support R&D, AI-powered tax advisory tools, and solutions that reduce manual work for tax professionals. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:32) - Harvey's Margin Whiplash (12:54) - Insects > Humans? (26:44) - Human Powered Agents (45:59) - McLaren Rebrand (50:27) - Toy Sales Growth Driven by Adults (56:12) - Ben Thompson, founder of the technology analysis publication Stratechery, discusses how AI agents, personal assistants, and future robotics can eliminate tedious real-world tasks. He also explores consumer behavior, arguing that people value relief from everyday friction but still enjoy activities like shopping, while Amazon’s logistics infrastructure gives it a durable advantage over Shopify and other competitors. (01:38:16) - Gagan Biyani, CEO of Horowitz Andreessen Academy, discusses the new for-profit San Francisco school for young builders, backed by $42 million in funding. He outlines its tuition-free founding class of 50 students, one-year immersive program beginning in fall 2027, and mission to prepare students for entrepreneurship or impactful roles at established companies. (01:45:21) - Alex Ratner discusses Snorkel AI’s $350 million funding round and the shift from high-volume training data to precise, specialized data targeting model weaknesses. The Snorkel AI co-founder argues that recursive self-improvement will continue to require human expertise, real-world input, and sophisticated combinations of people and AI. (01:53:24) - Peter Kalogiannis discusses Swarm Aero’s Gamera, a low-cost autonomous aircraft designed for long-range missions and large payloads. The co-founder and CEO explains the company’s integrated approach to aircraft manufacturing, scalable production, and swarm autonomy, with a focus on potential operations in the Pacific. (01:57:55) - Daniel Petkevich discusses his entrepreneurial career, including founding Fair Square Medicare and Trim, and his current car show, *Cars and Capitalists*. He also shares predictions about the Tesla Roadster and describes building an open-source quadruped robot dog. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:46) - AI Video Models (22:59) - Seedance Strategy (29:40) - Meta Up Big (31:10) - Amazon Blocks Muse (44:19) - Augustus Doricko discusses Rainmaker’s $100 million Series B and its mission to address global water shortages through autonomous drone-based cloud seeding. He explains the company’s work with data centers, ski resorts, governments, and researchers, as well as how AI is accelerating its atmospheric science and weather-modification capabilities. (57:45) - Vinod Khosla discusses the emerging personal-agent market, arguing that consumer trust, transparency, task completion, and secure payments will determine success rather than traditional platform lock-in. The venture capitalist and founder of Khosla Ventures predicts that startups may outperform large technology companies by building unbiased agents that work across users’ preferred channels, protect their interests, and reliably complete tasks. (01:21:47) - Aaron Levie discusses how AI agents are strengthening enterprise software by increasing demand for secure, authoritative data platforms like Box. The Box co-founder and CEO also explores personal agents’ potential to reduce consumer friction, alongside the industry’s need to balance rapid innovation with security, safety, and regulation. (01:48:26) - Ron Biscardi discusses co-founding and leading iConnections, a technology-driven capital introduction platform connecting institutional investors with alternative fund managers. He also explains Tomorrow X, an accessible technology conference designed to connect retail investors and independent analysts with leading executives and investors. (01:58:00) - Ben Hylak discusses Raindrop, the AI-agent reliability company he co-founded, and its new simulation tools for detecting and preventing production issues. He explores enterprise AI adoption, company-specific agent alignment, AI-generated content and branding, Raindrop’s $35 million fundraise, and the potential capabilities of Tesla’s forthcoming Roadster. (02:27:17) - Lucas Shaw discusses major shifts in Hollywood, including David Ellison’s Paramount–Warner Bros. deal, the film industry’s recovery, and Apple’s streaming strategy. A Bloomberg entertainment reporter, Shaw also examines the intensifying competition between Netflix and YouTube for creators and the potential benefits of greater platform competition. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:34) - Snap officially launches Specs (27:18) - Paramount scouts offices in Nashville (30:25) - Reacting to new clip from 'The Social Reckoning' (41:00) - Japan’s monks turn to investing (55:51) - Aaref Hilaly discusses Bain Capital Ventures’ post-AGI investment strategy, arguing that abundant intelligence will unlock transformative opportunities in robotics, drug discovery, simulation, and AI applications. A partner at Bain Capital Ventures, he also explains the firm’s $1.6 billion fund, its early-stage focus, and its approach of backing ambitious founders while connecting them with Bain Capital’s broader network of real-world businesses. (01:08:30) - David Gross, managing partner at Bain Capital, discusses his career in Japan and the firm’s evolution across private equity, venture capital, and life sciences. He highlights Bain’s focus on operational transformation, investor alignment, AI-enabled value creation, and macroeconomic analysis. (01:26:49) - Max Junestrand discusses how Legora helps legal teams integrate AI deeply into their workflows by routing tasks across multiple models, reducing costs, and consolidating legal capabilities into one platform. The Legora co-founder also highlights the company’s Salesforce partnership, rapid growth, acquisition strategy, and the transformative impact of AI on legal work, billing models, and litigation. (01:38:54) - Chase Lochmiller, co-founder and CEO of Crusoe, discusses the company’s growth from small, energy-efficient Bitcoin mining operations to gigawatt-scale AI infrastructure. He highlights Crusoe’s expanding Texas campus, modular Spark data centers, renewable and nuclear energy projects, and newly announced Series F funding. (01:49:11) - Jesse Zhang discusses Decagon’s international expansion, including its new São Paulo office, and how customer demand guides market selection. He also explains the challenges of deploying AI customer-service agents and optimizing models for cost, performance, and especially low latency. (01:58:03) - Nilam Ganenthiran, founder and CEO of Beacon, and Leonard Tang, VP of AI Research, discuss the company’s strategy of acquiring established technology businesses and transforming them with AI. They explain how Beacon is accelerating AI adoption across real-economy industries by providing trusted tools that improve operations, growth, staffing, pricing, and resource allocation. (02:08:10) - Joe Weisenthal discusses his work as a Bloomberg journalist and *Odd Lots* podcast host, including a live show exploring Los Angeles’s economy. He offers an optimistic view of LA while examining AI risks, data centers, regulation, employment, interest rates, economic data, and how AI is changing communication and everyday life. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:52) - Third Party Evaluators (14:00) - Fed Hikes Rates (18:47) - Zuck Pushes Back On AI Slowdown (37:44) - Kalshi's AI Compute Market Closed (49:45) - Jeremy Allaire discusses Circle’s launch of Arc, a blockchain-based economic operating system designed for payments, capital markets, and trusted AI-agent transactions. The Circle co-founder, chairman, and CEO also explains how stablecoins such as USDC could reduce payment costs and expand global financial access, while addressing evolving U.S. cryptocurrency regulation. (58:29) - Timeline Reactions (01:05:21) - Tomasz Tunguz, founder and general partner at Theory Ventures, discusses AI regulation, liability, inference infrastructure, open-source models, and investment opportunities across the AI stack. He also examines soaring valuations for AI companies, agent economics and monetization, software acquisitions, and venture capital liquidity. (01:26:39) - William Layden discusses how Roon’s modular AI data centers convert surplus utility-scale solar power into computing capacity. He explains the technology’s rapid deployment, potential applications for wind and other renewable sources, and his belief that solar energy will power the future of computing. (01:35:25) - Justin Beroz, founder and CEO of Rainco, is a mechanical engineer and theoretical physicist developing mathematical tools to solve turbulence. Justin Beroz discusses the practical limits of the Navier–Stokes breakthrough, AI-generated proofs, and Rainco’s plans to commercialize more reliable fluid-simulation software and eventually turbulence-control hardware. (01:47:30) - Eli Wachs, founder of Footprint, discusses building an AI operating system that helps financial institutions detect, investigate, and prevent financial crime. He explains how Footprint uses AI agents, extensive data access, and case memory to investigate every transaction, counter increasingly sophisticated criminal networks, and reduce the multitrillion-dollar global impact of fraud. (01:58:31) - Sean McCarthy discusses his role as co-founder and CEO of Back Ops, an AI-native platform that automates supply-chain back-office operations. He explains how the company reduces operating costs, improves claims approval rates, integrates with systems ranging from spreadsheets to mainframes, and plans to use its $42 million Series B to expand across retail, manufacturing, and pharmaceuticals. (02:05:52) - Tom Mueller discusses Impulse Space’s $808 million Series D financing, its Mira and Helios spacecraft, and growing opportunities in orbital transportation and government launch programs. The founder and CEO also reflects on SpaceX’s engineering culture, AI adoption, spacecraft reliability, and the challenges of hiring experienced aerospace and software talent. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:10) - High Interest Rate Phenomenon (17:46) - WSJ Opinion: 'The People Get a Vote on AI Safety' (30:00) - Timeline Reactions (51:45) - Driscoll's China Bet Backfires (57:47) - Jim VandeHei, co-founder and CEO of Axios, discusses his book *Simplify*, which presents a system for increasing productivity by focusing on high-value work and eliminating or automating unnecessary tasks. He also explores AI’s potential to streamline business operations, expand media distribution, augment employees, and create new opportunities without replacing essential human creativity, leadership, and judgment. (01:15:00) - Steve Menneto, president and CEO of Malibu Boats, discusses the company’s nine-brand portfolio, global expansion, vertical integration, and nearly $1 billion in revenue. He also covers boating-market trends, premium consumer demand, electric and autonomous technologies, skilled-labor needs, defense opportunities, and the customer purchasing journey. (01:30:00) - Matthew Wilson discusses Jack and Jill, an AI-assisted hiring platform where he serves as co-founder and CEO. He explains how its agents connect professionals with suitable jobs and companies with qualified candidates, reducing the noise created by AI-generated applications and recruitment outreach, and notes that the company has raised $40 million. (01:39:25) - Rune Kvist, an entrepreneur focused on frontier AI risk, discusses his company’s $40 million Series A and its work developing AI safety standards, audits, and insurance. He explains how liability frameworks and insurer-led oversight could align incentives, improve trust, and enable continued AI innovation while managing catastrophic risks. (01:48:59) - Tyler Bahl, a marketing executive at Activision, discusses his career journey and work bringing Call of Duty: Modern Warfare 4 to market. He explains the franchise’s marketing strategy, gameplay evolution, creator partnerships, AI use, esports, and efforts to serve its broad community. (02:23:03) - Stephen Colbert and Josh Kline discuss his passion for "The Lord of the Rings" and their work developing Scripto, a collaborative production platform designed to improve communication and efficiency across entertainment teams. The comedian, writer, and television host also reflects on sustainable creative processes, expresses optimism about filmmaking, and encourages aspiring creators to stop waiting for permission and make their own work. (02:44:58) - James Cadwallader discusses Profound’s $180 million funding round and its rapid adoption among major global brands. He explains how Profound helps marketers understand and improve their visibility across AI platforms, create content for AI agents, and manage advertising, with the broader goal of becoming the leading AI marketing company. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(04:30) - The "Pacing AI" Debate (27:51) - Nico Wittenborn discusses his journey from growing up in Germany and selling refurbished iPhones to founding Adjacent, a solo-GP venture firm. He shares his investment strategy across consumer subscriptions, AI, hardware, and European technology, highlighting investments such as Speechify, Oura, Revolut, and Bending Spoons. (01:00:18) - Scott Keogh, CEO of Scout Motors and an automotive industry veteran, discusses reviving the iconic American SUV brand as a modern manufacturer of rugged electric vehicles. He outlines Scout’s U.S. manufacturing expansion, direct-to-consumer sales and service strategy, and plans to deliver durable, driver-focused SUVs and trucks beginning in 2028. (01:32:21) - Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the resilience of enterprise software, AI-driven disruption, and the importance of strong balance sheets for continued innovation. He also explores America’s accelerating wealth creation, booming luxury-asset markets, AI regulation and cybersecurity risks, and opportunities to acquire mature, overcapitalized technology companies. (02:00:00) - David Rosenthal discusses how he and Ben Gilbert research companies for "Acquired", focusing on Home Depot’s extraordinary growth and status as the best-performing U.S. public stock since its 1981 IPO. He highlights its scale, employee ownership culture, professional customer base, e-commerce strategy, and resilience through leadership challenges and changing retail trends. (02:31:32) - Faraj Aalaei discusses his four decades in semiconductors and his role as founder and CEO of Cognichip, following two successful semiconductor startups. He explains how Cognichip’s specialized AI aims to dramatically reduce chip development time, cost, and risk by automating routine engineering tasks and enabling designers to focus on innovation. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:54) - Washington on AI Risk (23:07) - 𝕏 Timeline Reactions (34:23) - Fruitfly Hard Takeoff (41:07) - Thijs Simonian discusses his exploratory robotics work as an OpenAI intern, including connecting Codex to an inexpensive, open-source robotic arm that can plan, paint, monitor its progress, and improve through iteration. He highlights the potential for affordable robots to handle everyday tasks such as sorting mail or cooking, while noting current limitations in speed, cost, image processing, and safety. (55:31) - Alex Heath & Guy Oseary. Alex Heath discusses his transition from veteran technology journalist and Sources podcast host to venture investor at Sound Ventures. He explains how years of interviewing leading founders sharpened his instinct for evaluating companies and outlines his continued plans for insightful podcasts and newsletters covering technology, AI agents, and entrepreneurship. Guy Oseary is a music executive, talent manager, and technology investor who manages Madonna and the Red Hot Chili Peppers and previously managed U2. He is also a co-founder and general partner of Sound Ventures, the venture firm he started with Ashton Kutcher, and previously served as chairman of Maverick Records, where he helped build a label that sold more than 100 million albums. (01:27:29) - Mitesh Agarwal discusses Positron AI’s development of memory-focused inference chips designed to offer scalable, cost-efficient alternatives within Nvidia’s ecosystem. He covers rapid semiconductor development, strong demand from hyperscalers and AI labs, manufacturing and deployment challenges, and the importance of open-source software and customer-specific optimization. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:47) - The Future of AI (10:57) - AI Safety Takes Over the Timeline (12:48) - Spoon = Bent (Again) (17:54) - iPhone Duo Reactions (24:17) - Garry Tan discusses Y Combinator’s growing focus on hard tech and how AI enables small teams to build ambitious hardware, software, defense, and gaming companies with fewer resources. The Y Combinator CEO predicts AI-native startups will outcompete established firms through agentic workflows while emphasizing practical cybersecurity solutions over speculative AI-safety debates. (43:56) - Om Buddhdev, co-founder and CEO of Olam Labs, discusses building realistic reinforcement-learning environments and training data to evaluate AI behaviors such as deception, collaboration, and negotiation. He highlights data and compute as key bottlenecks to AI progress, explains Olam Labs’ benchmark-driven business model, and expresses cautious optimism amid growing AI safety concerns. (52:55) - Karen Serfaty discusses Agent Card, a payments platform that enables AI agents to use consumers’ existing credit cards safely. He explains how its Vault and purchase API help personal-assistant companies securely store cards, navigate merchant websites, and complete online purchases despite anti-bot barriers. (01:00:16) - Antonio Li discusses Nori Robots’ affordable, San Francisco-built humanoid robot, designed for developers and capable of handling most household tasks through LLM-powered controls. He highlights its $1,688 price, simple claw-based design, potential applications in homes and service industries, and plans to scale production to 400 robots per month. (01:09:02) - Edward Ge discusses founding Exosat, a Singapore-based company developing sovereign satellite infrastructure as an alternative to U.S. and Chinese networks. He outlines plans for an 11,000-satellite constellation, globally flexible supply chains and launch providers, and serving countries seeking greater technological independence. (01:15:15) - Alfredo Gonzalez discusses Omanta, an AI-powered personal research lab that helps patients and clinicians analyze genomic data, understand tumor biology, and identify potentially overlooked therapies. He explains that inadequate healthcare data infrastructure is a major barrier to AI progress and shares that Omanta has reached $319,000 in monthly recurring revenue while serving more than 150 patients. (01:20:20) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and massive data-center infrastructure needs. The Sequoia Capital investor also highlights opportunities in energy, hardware, robotics, and industrialization, emphasizing defensible intellectual property, strong founders, and aligning investment timelines with market demand. (01:10:39) - Mikey Shulman, co-founder and CEO of Suno, discusses the launch of its faster, more expressive V6 music-generation model and partnerships designed to share revenue with artists and rights holders. He also explores how accessible AI tools can inspire everyday creativity, enhance professional music workflows, and become commonplace throughout music production. (01:35:25) - Keith Rabois discusses the durability and valuations of AI companies, emphasizing talent density, sustainable advantages, and the risks posed by disappointing IPOs or regulation. The venture capitalist and managing director at Khosla Ventures also shares his optimism about technology, skepticism toward AI doomsday predictions, and belief that investors should back companies aligned with their values. (02:01:26) - David Perell is a writer, educator, and host of the interview series *How I Write*. David Perell discusses his approach to interviewing, ambitions to create enduring media, the success of his Cultural Tutor project, and how architecture and design reflect society’s values. (02:41:32) - Jim Reilly discusses his entrepreneurial background and Charleston AI, a storefront consultancy that helps individuals and businesses understand, implement, and benefit from artificial intelligence. He explains how AI improves productivity, addresses common fears and misconceptions, and shares plans to establish a strong foundation before expanding the business. (02:52:49) - Fletcher Richman discusses Type, a shared AI workspace that helps nontechnical teams collaboratively build and deploy AI-powered tools. He explains the company’s focus on midsize businesses, particularly direct-to-consumer e-commerce teams, and its recent $4 million funding round. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:57) - Math Wars (14:38) - Astra Reactions (26:47) - Trailer Zone (39:19) - AI Job Boom Beats the Doom (52:57) - 𝕏 Timeline Reactions (01:02:27) - Dan Wright discusses Armada’s mission to bring modular AI infrastructure to underserved regions as the “hyperscaler for the edge.” He highlights the company’s rapid growth, scalable Galleon data centers, use of stranded renewable energy, and focus on speed, scale, data sovereignty, and real-time edge computing. (01:12:07) - Eric Seufert, founder of Mobile Dev Memo and an expert on mobile advertising and digital platforms, discusses the convergence of Netflix and YouTube, Apple’s expanding advertising ambitions, and Meta’s AI strategy. He argues that advertising—particularly conversion-optimized auctions—will remain the most scalable way to monetize streaming, AI agents, and digital commerce. (01:48:28) - 𝕏 Timeline Reactions (01:49:49) - Scott Wu discusses Cognition’s fundraising, the rapid advancement of AI agents, and Devin’s growing role in enterprise software development and cybersecurity. He explains that effective orchestration depends on combining models, tools, and context, while emphasizing AI’s remarkable progress in mathematics and real-world applications. (02:10:49) - Greg Brockman discusses OpenAI’s advances in mathematical reasoning, computer use, image generation, healthcare, and agentic AI. The OpenAI co-founder and president emphasizes how increasingly capable, unified AI tools could generate new knowledge, solve everyday problems, transform healthcare, and empower people while being developed safely. (02:35:42) - Sahir Jaggi discusses Forest, the AI Network for Medicine he founded and leads, and its rapid growth to a $3 billion valuation while serving patients, physicians, and major biopharma companies nationwide. He explains how Forest uses AI and healthcare data to streamline clinical trials, drug launches, distribution, and patient access, ultimately making medicine development faster, cheaper, and more predictable. (02:43:57) - Andrew Borovsky discusses Split, a fintech company that gives consumers flexibility to schedule major bill payments around their income. He explains its cash-flow underwriting model, ACH-based payment technology, rapid growth to nearly $80 million in annualized originations, and recent Series A and B fundraising rounds led by Khosla Ventures. (02:52:14) - Harry Mellsop discusses his work as co-founder and CEO of Antioch, a startup developing simulation technology for physical AI and autonomous systems. He explains Antioch’s hybrid approach to narrowing the simulation-to-reality gap, accelerating robotics development through data flywheels, and serving markets ranging from humanoid robots and autonomous vehicles to Amazon Ring devices. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with OpenAI Co-Founder and President Greg Brockman. We discuss how OpenAI solved the Navier-Stokes Millennium Prize problem, what Astra reveals about the future of computer use, why AI is shifting from chatbots to agents that can actually do work for you, how ChatGPT could transform healthcare, why image generation is unlocking entirely new applications, what OpenAI learned from Operator, and where AI goes from here. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:49) - Astra Reactions (21:43) - Jobs Report (41:20) - The Dyson Debate (51:17) - Cybercab Roll Out (58:00) - Hunter Somerville discusses his role as co-head of venture and growth equity at StepStone Group, where he invests across funds, direct deals, and secondary transactions. He examines the difficult fundraising environment for emerging managers, inflated valuations and SPV fees, cap-table management, liquidity challenges, and opportunities in AI, deep tech, hard tech, energy, defense, and biotech. (01:31:34) - Bar Winkler discusses Wonderful, the applied AI company he co-founded and leads as CEO, which operates across 33 markets and recently raised a $550 million Series C. He explains how its AI operating system helps large enterprises deploy agents and applications across customer support, back-office processes, coding, and legacy system replacement, with the long-term ambition of becoming foundational infrastructure comparable to Microsoft. (01:42:36) - Carina Hong discusses her work as founder and CEO of Axiom Math, where she develops AI tools for mathematical discovery and formal verification. She highlights Axiom’s record-setting progress on major problems, its competition with leading AI labs, and the potential for verification technology to improve mathematics, software, and scientific research. (02:00:15) - Bridgit Mendler, CEO and co-founder of space communications startup Northwood Space, discusses the company’s international ground-station network, compact antenna systems, and growing production capacity. She explains how Northwood aims to provide satellites with high-throughput, reliable connectivity while helping operators maximize valuable data amid rising demand and potential launch constraints. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/ Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with Pablo Torre. We discuss how he uncovered the alleged scheme to funnel $48 million to Kawhi Leonard, why Steve Ballmer risked circumventing the NBA salary cap, how money was routed through companies tied to the Clippers, why the NBA handed Ballmer a historic punishment, whether he could be forced to sell the team, what happens if he goes to war with the NBA, and more. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:19) - Model Mayhem (13:12) - Why NVIDIA Bought Hugging Face (23:55) - 𝕏 Timeline Reactions (31:25) - Pablo Torre discusses his investigation into an alleged salary-cap circumvention scheme involving Clippers owner Steve Ballmer and Kawhi Leonard. The investigative journalist and host of Pablo Torre Finds Out explains the evidence, the NBA’s punishment, and why Ballmer’s threatened legal battle could further damage the team. (55:06) - Mohit Aron is the founder of SaiFin and previously founded enterprise technology companies Cohesity and Nutanix. Aron discusses SaiFin’s mission to use AI to unify fragmented go-to-market context, support real-time decision-making, and serve companies of all sizes while keeping humans involved to ensure accuracy. (01:01:09) - Akshay Narisetti, founder of Pocket, discusses building an AI-powered recording device that has sold 300,000 units by making professional note-taking more convenient and reliable than phone apps. He explains Pocket’s hardware, subscription model, privacy safeguards, specialized transcription technology, and plans for agents that turn conversations into reports, presentations, and other work products. (01:18:12) - Hari Ravichandran, founder and CEO of consumer security company Aura, discusses the growing threat of AI-enabled scams, identity theft, and data breaches affecting families and businesses. He explains Aura’s personalized, family-centered approach to digital protection, its focus on streamlined onboarding, and its growth to approximately $340 million in annual recurring revenue. (01:26:39) - GPT-6 Astra (01:31:23) - Matt Caldwell, CEO of the Minnesota Timberwolves, discusses how the team is using Jump’s direct-to-consumer ticketing platform to simplify purchases, own fan data, and deepen engagement. He also highlights AI-driven ticket pricing and broader distribution across marketplaces to increase attendance and revenue. Jordy Leiser is the co-founder and CEO of Jump, a sports technology company building an all-in-one platform for teams to manage ticketing, commerce, and the fan experience. He previously co-founded StellaService/Stella Connect, which was acquired by Medallia, and began his career in investment banking at JPMorgan. Jump now works with teams across the NBA, WNBA, MLS, and NWSL. (01:45:50) - Jeff Thornburg, a space-industry veteran and former SpaceX executive, discusses founding Portal Space Systems to build highly maneuverable spacecraft for defense and civil exploration. He highlights the company’s orbital testing progress, growing team, evolving government-industry partnerships, and the importance of tenacity and calm leadership in solving difficult engineering challenges. (01:54:15) - Charlie O, head of AI model training, discusses the future of personalized open-source models, continual learning, and Base Labs’ mission to make AI more useful through open research. He argues that task-specific models can outperform general frontier models economically and emphasizes aggregating real-world data, developing open RL environments, and exploring new ways for models to continuously acquire knowledge and values. (02:08:54) - Sridhar Ramaswamy discusses Snowflake’s strong growth, widespread adoption of its AI products, and strategy for competing in the rapidly evolving enterprise AI market. The Snowflake CEO highlights AI-driven productivity, small-team innovation, efficient token spending, internal communication, customer value, and acquisitions that strengthen the company’s data and AI platform. (02:22:41) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with Jimmy Iovine. We discuss why he and Dr. Dre started a school at USC, how they built Beats into the world's biggest headphone company, what he learned from Steve Jobs, why software companies struggle to build great hardware, how AI will transform music, what's broken about Spotify and streaming, and more. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:58) - Yapping in Neuralese (08:50) - 𝕏 Timeline Reactions (11:47) - Markiplier Sends GoPro Stock Flying (19:42) - 𝕏 Timeline Reactions (36:13) - Elon Wants to Make Power Turbine Components (41:29) - Maersk Brings Sails Back (44:04) - Nikesh Arora, chairman and CEO of Palo Alto Networks, discusses the growing cybersecurity risks posed by increasingly powerful AI models and the need to fight AI-driven attacks with AI-powered defenses. He also explains Palo Alto Networks’ use of small, specialized models, its AI-focused hiring strategy, and its partnership with Console to expand agent-based security and IT operations. (01:03:14) - Kurt Tenenbaum, a senior managing director at Blue Owl Capital focused on AI compute infrastructure, discusses financing GPUs and other equipment within data centers. He highlights Blue Owl’s IRIN deal, its focus on short-duration financing for non-investment-grade operators, and the capital and regulatory challenges facing AI infrastructure development. (01:10:10) - Philip Johnston discusses StarCloud’s $250 million funding extension, plans to secure launches and expand manufacturing, and partnerships with Nvidia and Cisco. He also highlights successful GPU-powered satellite tests, government and military applications, upcoming launches, and the importance of diversifying launch providers. (01:14:51) - Jimmy Iovine is a legendary music executive, producer, and entrepreneur who co-founded Interscope Records and, with Dr. Dre, co-founded Beats Electronics. He began his career engineering and producing for artists including John Lennon, Bruce Springsteen, Tom Petty, and Stevie Nicks, later building Interscope into one of the most influential labels in music. Apple acquired Beats for $3 billion in 2014, and Iovine and Dr. Dre also co-founded the USC Iovine and Young Academy. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

(00:03) - George Kurtz discusses CrowdStrike’s new AI security products, including Falcon Guardian and an agentic security platform developed with Nvidia. The CrowdStrike co-founder and CEO explains how AI is accelerating cyberattacks and defenses, emphasizing scalable threat detection, deterministic security, continuous red-team/blue-team learning, and responsible AI adoption. (20:31) - Michael Sentonas discusses his role as CrowdStrike’s president, overseeing go-to-market, product, engineering, research, and threat-hunting teams. He explains how AI is accelerating cyberattacks and social engineering, emphasizes collaboration among businesses and governments, and highlights CrowdStrike’s focus on customer security, innovation, and cost-efficient solutions. (41:53) - Daniel Bernard discusses his role as CrowdStrike’s chief business officer and the company’s close partnership with Nvidia. He highlights SafeMind, a cybersecurity AI platform built on Nemotron that uses specialized models and harnesses to provide faster, more affordable, always-on protection against evolving threats. Justin Boitano is Vice President of Enterprise AI at NVIDIA, where he leads the company’s enterprise accelerated computing and AI business, helping organizations deploy AI infrastructure, models, and agents at scale. He previously led marketing and business development at Frame, a cloud application platform acquired by Nutanix. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(03:29) - Meta Addiction (20:32) - Tim Cook's Last Day (31:33) - OpenAI's Jalapeño Chip (39:48) - 𝕏 Timeline Reactions (58:39) - Jordan Schneider discusses China’s low-cost EVs, opposition to data centers, ineffective influence operations, AI-generated media, online censorship, and technology investment. The ChinaTalk founder and editor-in-chief also examines DeepSeek’s strategy and chip constraints, China’s employment climate, surveillance, flying vehicles, and corruption within the military’s Rocket Force. (01:35:01) - Robert Mendelsohn & Eric Olszewski. Robert Mendelsohn co-founder of Actinide, discusses the startup’s breakthrough production of HALEU, a specialized uranium fuel for next-generation nuclear reactors. He explains how Actinide modernized Manhattan Project-era Calutron technology and is navigating technical, regulatory, and commercialization challenges to scale isotope enrichment in the United States. Eric Olszewski is the co-founder and CEO of Actinide, an advanced materials company building electromagnetic isotope-separation technology for nuclear energy, medicine, and other frontier industries. In August 2026, Actinide announced it had produced research quantities of HALEU, the enriched uranium fuel needed by many next-generation nuclear reactors, using a Texas-built modern calutron. Olszewski previously co-founded the blockchain infrastructure company Transmute. (01:42:19) - Billy Thalheimer discusses Regent’s $240 million Series B, growing commercial and defense orders, and plans to scale its Rhode Island Seaglider factory. He explains the company’s electric and hybrid propulsion strategies, global coastal transportation opportunities, international expansion, and commitment to rigorous safety standards. (01:55:12) - Aaron Cannon discusses Outset’s growth and its launch of AI-powered digital twins grounded in interviews and data from individual customers. He explains how these twins help companies simulate customer reactions, research hard-to-reach audiences, and eventually anticipate business questions and recommend actions. (02:04:32) - Stephen Balaban, co-founder and CEO of AI cloud provider Lambda, discusses misinformation surrounding AI data centers and argues that accurate context can shift public opinion. He highlights their local economic benefits, efficient water use, renewable-energy potential, and strategic importance to U.S. national security and industrial growth while supporting community-level decision-making. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:16) - 𝕏 Timeline Reactions (16:37) - Cami Clark's Anthropic Influence (31:35) - South Korea Cracks Down on ETF Frenzy (37:58) - Flying Tesla Roadster (56:42) - Mansion Section (01:07:50) - 𝕏 Timeline Reactions (01:16:30) - Gen Z Makes Pickle Flavor Explode (01:22:12) - Gen Z Fashion Takes a Hit (01:24:24) - CalTech Builds a "Fraud Squad" (01:28:39) - Bezos Buys into Liverpool (01:30:38) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:37) - SaaSpocalypse Revisited (13:46) - 𝕏 Timeline Reactions (25:13) - Singer x Louis Vuitton (33:33) - North Korea Infiltrates U.S Jobs (39:06) - Aman vs Ryan Walker (50:57) - 𝕏 Timeline Reactions (54:49) - Igor Babuschkin discusses his journey from physicist to AI researcher at DeepMind and OpenAI, co-founder of xAI, and founder of River AI. He outlines River AI’s vision for personalized, user-owned models while exploring video games as AI benchmarks, real-world reinforcement learning, specialized models, GPU demand, and custom inference chips. (01:11:33) - Brannin McBee discusses CoreWeave’s strong second-quarter performance and his role as the AI infrastructure company’s co-founder. He highlights financing, data-center capacity, hardware longevity, global expansion, and CoreWeave’s ability to meet rapidly growing demand for AI computing. (01:26:34) - Garrett Langley discusses Flock Safety’s new privacy and accountability measures, including mandatory audit-log reviews and shorter data-retention recommendations. The founder and CEO addresses surveillance concerns, police misuse, regulatory challenges, and the need to balance public safety with privacy and community trust. (01:45:08) - Sonya Huang, a general partner at Sequoia Capital, discusses the unprecedented growth of AI companies and the democratization of model development across startups. She argues that application companies should increasingly own and customize their AI intelligence, while emphasizing that small internal teams can use maturing post-training tools and specialized partners to build competitive models. (01:58:01) - Sean Cole discusses Parasma’s work training lab-grown human neurons for computing tasks, including basic token prediction. He highlights biological computing’s potential advantages in energy efficiency, rapid learning, and continual adaptation, while outlining plans to automate the company’s lab and generate near-term revenue through applications such as drug testing. (02:06:06) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:29) - Kushner and Iger Buy The Lakers (11:46) - Grok 4.6 (15:52) - NVIDIA Nemotron (23:58) - Darren Rovell is a sports business reporter and industry analyst. Darren Rovell discusses the Lakers’ record-setting sale, the growing role of institutional investors in sports ownership, and the risks surrounding prediction markets, sports betting, and gambling-like commerce platforms. (43:13) - Patrick Whitesell is a veteran entertainment executive and investor who co-founded WME and now leads the investment firm Weitzel and sports agency WIN Sports. Patrick Whitesell discusses investing in creator-led media companies, his partnership with Alex Cooper’s Unwell, and how digital creators could reshape traditional Hollywood through authentic audiences, diversified businesses, and new production models. (59:09) - Harjot Gill is the co-founder and CEO of CodeRabbit, an AI developer tools company building automated code-review software that analyzes pull requests for bugs, security issues, and code quality problems. He previously co-founded Netsil, which was acquired by Nutanix, and has spent much of his career building developer infrastructure and observability products. (01:08:25) - Jeff Huber discusses Chroma’s growth and its new Zeitgeist shared-memory solution, which helps AI agents retain, retrieve, and securely share organizational knowledge. The Chroma founder and CEO also explains advances in agentic search, fast model inference, and context engineering, arguing that better memory remains essential to more capable AI agents. (01:16:08) - Soren Monroe-Anderson & Shaun Maguire. Soren Monroe-Anderson, a former world-champion drone racer and co-founder of Neros, discusses the company’s $250 million raise, rapid drone production growth, and expansion into interceptor systems. He explains Neros’ vertically integrated supply chain, modular hardware ecosystem, military and international customers, and recruitment of elite drone pilots and former special forces operators. Shaun Maguire is a partner at Sequoia Capital focused on AI, infrastructure, defense, and frontier technologies. Before joining Sequoia, he co-founded Expanse, a cybersecurity company acquired by Palo Alto Networks for $1.25 billion, and previously invested at GV (Google Ventures). He has led investments in companies including SpaceX, xAI, Bridge, Decart, and Lightmatter, and is known for backing technically ambitious founders building foundational technologies. (01:32:28) - Andrei Georgescu discusses how Vivodyne grows human tissues at massive scale to test thousands of drug candidates without relying on animal models or human trials. He explains how the technology could reduce drug-development failures, support personalized medicine, and advance safer, more effective treatments. (01:43:50) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:28) - NVIDIA's $500B Compute Deal (10:46) - Paramount Threatens to Bounce (14:30) - Tesla Deal Could Shortcut Musk's Pay (31:34) - Europe Gets Record US Tourists (45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatile growth through COVID and the 2022 downturn, and strengthening its vertically integrated business model. He also highlights Carvana’s focus on operational improvement, nationwide expansion, AI-enabled customer experiences, and the resilience required to lead through shifting investor sentiment. (01:13:23) - Alex Edelson discusses his role as founder and GP of Slipstream Investors, a fund of funds that backs emerging venture managers and helps LPs build venture portfolios. He explains Slipstream’s disciplined approach to market cycles, manager selection, diversification, and co-investments, emphasizing patience and long-term returns over rapid deployment or fund growth. (01:38:29) - Nico Simko, co-founder and CEO of Clair, discusses building an embedded payroll platform that gives employees early access to earned wages and recently surpassed a $100 million revenue run rate. He explains how his own difficulty accessing credit inspired Clair and how the company pivoted from a standalone digital bank to integrating its services directly into trusted payroll systems. (01:44:26) - Ian McGinley discusses his experience as a Sidley Austin partner and former CFTC enforcement chief. He examines prediction markets’ growing popularity, regulatory status, benefits, and risks, including insider trading, manipulation, sports betting, and the CFTC’s evolving oversight. (01:58:40) - Conor Sen discusses his background in housing and financial markets, including his decade at Bloomberg and the launch of his Substack, The Housing Frame. He argues that the housing market may be bottoming while examining affordability, development financing, regulation, demographic shifts, institutional buyers, and the divide between wealthy cash buyers and mortgage-dependent households. (02:11:41) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:41) - Zuck's AI Future (25:50) - PE Boyfriends (33:42) - Chip Nerds Dominate Dating Scene (35:22) - AI Hacks Gym (41:29) - 𝕏 Timeline Reactions (44:46) - SpaceX Moons (52:00) - 𝕏 Timeline Reactions (01:02:25) - Ryan Spoon, president of Yahoo Media Group, discusses Yahoo’s strategy for growing its sports, finance, fantasy, and video businesses. He highlights new fantasy formats, emerging sports leagues, multiplatform talent, prediction-market partnerships, and the company’s focus on increasing audience engagement and consumption. (01:23:24) - 𝕏 Timeline Reactions (01:33:48) - Nicolai Klemke discusses founding Neural Frames, a profitable, bootstrapped Berlin startup that uses AI to create polished, character-consistent music videos. He explains the company’s rapid growth, opinionated user experience, and approach to combining leading video models with accessible editing tools. (01:47:04) - Adam Goldstein & Brian Yutko. Adam Goldstein, founder and CEO of electric aircraft company Archer, discusses its acquisition of three Boeing businesses and the resulting strategic partnership. He explains how the deal combines Archer’s commercialization focus with Boeing’s autonomous aviation technologies, accelerating advanced air mobility development ahead of Archer’s planned role at the 2028 Los Angeles Olympics. Brian Yutko is the Chief Technology Officer of Boeing, where he leads the company's technology strategy and the development of next-generation commercial aircraft. Previously the CEO of Wisk Aero, he has spent his career advancing autonomous flight, advanced air mobility, and aerospace innovation, with earlier leadership roles at Aurora Flight Sciences and Boeing's future aircraft programs. (01:54:47) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:31) - AI Viruses (08:18) - OpenAI's Device Takes Shape (16:39) - Meta Faces Major Child Safety Case (25:25) - 𝕏 Timeline Reactions (36:10) - WSJ Mansion Section (43:41) - Samir Kaul, a general partner at Khosla Ventures, discusses the firm’s investment in Jeff Dean’s Discovery Loop and its potential to apply AI to scientific research with tangible outcomes. He also shares his views on AI regulation, inflated private-market valuations, venture capital strategy, founder support, and the importance of taking bold risks to generate exceptional returns. (01:09:45) - Patrick Wendell discusses his role as Databricks co-founder and VP of Engineering, where he leads AI products and internal AI adoption. He explains how AI coding tools can nearly double engineering capacity while creating rapidly escalating consumption costs, and highlights model switching, intelligent routing, and optimization as key ways to control spending without sacrificing productivity. (01:27:30) - Grant Lafontaine discusses Whatnot’s $545 million Series G funding round at a $20 billion valuation and the live-shopping platform’s rapid growth. He explains how authentic, knowledgeable sellers can build substantial businesses with small audiences, while outlining Whatnot’s focus on customer experience, new markets, product categories, and future streaming formats. (01:44:17) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(04:00) - OpenAI Details Hugging Face Incident (12:36) - SpaceX SPV Gone Wrong (20:05) - Nikita Bier Steps Down at X (25:44) - Google Rewires AI Leadership (30:15) - 𝕏 Timeline Reactions (36:14) - Intel's Comeback (56:51) - 𝕏 Timeline Reactions (01:00:02) - Aditya Agarwal, managing partner at South Park Commons, discusses its new $575 million fund and the growing ambition of founders building capital-intensive deep-tech companies. He also covers founder dilution, AI-assisted application review, Series A fundraising, scientific diligence, and the importance of technical progress and rapid growth. (01:16:00) - Ariane Gorin, CEO of Expedia Group and a former Microsoft executive, discusses strong travel demand and Expedia’s growth despite economic uncertainty and rising prices. She explains how Expedia is using AI to personalize trip planning, improve productivity, expand partnerships with AI platforms, and build toward a personal travel-agent experience. (01:35:47) - Nick Thompson discusses his role as CEO of The Atlantic and his strategy for growing subscriptions through trusted, high-quality journalism. He explores print’s enduring value, evolving approaches to video and Substack talent, and how AI may reshape journalism, audience behavior, and the broader media ecosystem. (02:04:47) - Chris Power, founder and CEO of advanced manufacturing company Hadrian, discusses the company’s $1.37 billion raise and rapid expansion of its factories-as-a-service model for major defense and aerospace customers. He explains Hadrian’s full-stack approach to building and operating highly automated factories, its growing U.S. footprint, and its role in accelerating the adoption of emerging manufacturing technologies. (02:17:13) - Christian Mochen discusses founding Atlas Motion, a company developing motion systems for autonomous and robotic platforms, beginning with small drone motors. Drawing on experience at Toyota, Tesla, Shield AI, and Mach Industries, he explains the company’s $11.5 million seed round, software-driven manufacturing strategy, operations in Manila, and plans to bring cost-competitive production to the United States. (02:22:23) - Dylan Field discusses Figma’s strong growth, rising AI adoption, and the growing importance of design as coding becomes increasingly commoditized. The Figma co-founder and CEO explains how the company is developing AI tools that preserve human creativity and control while expanding its platform across design, code, and production workflows. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:18) - Google DeepMind Reorgs (21:08) - 𝕏 Timeline Reactions (23:40) - Revolut Founder Sued Over Yacht (29:38) - 𝕏 Timeline Reactions (34:12) - China Biotech Drives Monkey Prices (38:29) - Rainforest Discoveries (41:12) - 𝕏 Timeline Reactions (45:10) - Harley Finkelstein, president of Shopify, discusses the company’s strong growth and how AI-driven agentic commerce is helping shoppers discover niche products from independent merchants. He also explains how Shopify’s AI tools, including Sidekick and Autopilot, help merchants launch, optimize, and automate their businesses more effectively. (01:04:19) - John J. Giamatteo discusses his leadership as CEO of BlackBerry and the company’s transformation from smartphones to secure embedded software. He highlights BlackBerry’s automotive operating systems, cautious use of AI, partnerships, industrial robotics growth, and enduring focus on security, trust, and innovation. (01:19:50) - Jeremy Allaire, co-founder and CEO of financial technology company Circle, discusses stablecoins’ integration into the traditional financial system, USDC’s growing role in global payments, and blockchain infrastructure’s evolution. He also highlights AI agents as a new form of digital labor, alongside the heightened cybersecurity and regulatory challenges created by powerful AI models. (01:40:03) - Mackenzie Burnett is the co-founder and CEO of Ambrook, a financial management software company built for farms, ranches, and other independent businesses in the real economy. Ambrook helps agricultural operators manage accounting, payments, and financial reporting, with the broader goal of strengthening rural businesses and American industry. (01:51:17) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:04) - Bending Spoons Buys Airtable (17:14) - Snap Earnings (27:02) - Apple Escalates OpenAI Lawsuit (31:08) - Ads in BMW (40:34) - 𝕏 Timeline Reactions (44:25) - Grace Lee, co-founder and CEO of Intelligence, discusses how Design Arena uses human preferences to improve AI-generated designs, games, and websites. She outlines the company’s vision for an intelligence marketplace and creative superintelligence that can turn ideas into real-world outputs with minimal friction. (59:27) - Samir Kaji, co-founder and CEO of Allocate, discusses the rapid growth of private markets, Allocate’s role connecting wealth advisors with private funds, and the risks of soaring AI valuations. He also examines emerging venture funds, solo general partners, public-market investing, and the dangers of leverage in venture capital. (01:20:59) - John Quinn discusses his successful appeal representing Perplexity against Amazon and the emerging legal challenges surrounding agentic AI, including contracts, liability, copyright, and unauthorized access. A prominent trial lawyer and founder of Quinn Emanuel, he also examines AI’s transformative impact on legal practice, data-center disputes, and litigation strategy. (01:49:31) - Nikhil Reddy discusses founding Kaizen in 2022 after working as an early engineer at Anduril, with the goal of modernizing outdated government software. He highlights Kaizen’s new counter-drone marketplace, which streamlines procurement for defense agencies, law enforcement, and allied nations while improving speed, usability, and taxpayer value. (01:59:06) - Art Levy & Russell Kaplan. Art discusses his new role as Cognition’s vice president of global partnerships, drawing on his experience building alliances and partner ecosystems. He explains how deep partnerships can drive sales, integrations, co-marketing, and acquisitions while helping Cognition expand globally and attract talented founders. (02:13:12) - Brendan Carr discusses his work as FCC chairman to strengthen U.S. technology and national security while reducing regulatory barriers. He covers restrictions on foreign-made robotics and drones, safer electronics testing, school screen time, satellite internet, and efforts to streamline FCC rules and approvals. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(02:08) - Hank Green Is Absolutely Right (17:03) - Astra Ends Math (21:50) - 1 Person $1M Companies (40:33) - 𝕏 Timeline Reactions (51:52) - Meta Faces an AI Timing Problem (57:45) - 𝕏 Timeline Reactions (01:03:31) - John Gruber, a technology writer and founder of Daring Fireball, discusses Apple’s response to rising component costs, its move toward lower-priced products and leasing, and its delayed but practical approach to AI. He also examines Apple’s complex relationship with Google, the risks of advertising within its ecosystem, and the possibility of an AI-related silicon acquisition. (01:42:22) - Shaun Maguire & Isaiah Taylor. Shaun Maguire discusses Sequoia’s high-conviction $1 billion investment in Isaiah Taylor’s nuclear energy company, highlighting Taylor’s exceptional intensity, talent, and focus on simple, scalable reactor designs. Their conversation covers the company’s plans for massive nuclear “gigasites,” recruiting elite engineers, powering AI infrastructure, and eventually producing cheaper industrial commodities. (01:57:54) - Justin Lopez discusses Base Power’s new Texas battery factory, $1 billion funding round at a $13 billion valuation, and custom home battery system. He explains how Base provides affordable, reliable electricity through distributed energy storage and outlines its measured expansion into new markets through utility partnerships and localized operations. (02:11:34) - Beau Gaston discusses his passion project: a powerful, demon-like quadruped robot designed to operate dangerous tools such as chainsaws in hazardous environments. He explains that its centaur form provides stability and mobility on rough terrain, while its intimidating appearance deliberately warns people of its strength and potential danger. (02:26:54) - Ron Arel discusses his work as co-founder of Intology, a San Francisco company developing autonomous systems to automate scientific discovery and AI R&D. He outlines progress in automated language-model post-training, the challenges of costly verification and experimentation, and the company’s goal of deploying systems that autonomously conduct end-to-end research and produce discoveries. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:27) - Leopold is Back! (29:21) - Big Tech Earnings (32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship. (01:00:15) - Trae Stephens, co-founder of Anduril and general partner at Founders Fund, discusses volatile venture valuations, responsible fundraising, and the evolving defense-tech ecosystem. He also covers Anduril’s autonomous aircraft and rapid manufacturing expansion, the case for mandatory civil service, and Founders Fund’s investment strategy. (01:34:39) - Blake Resnick, founder and CEO of public-safety drone company BRINC, discusses the company’s $125 million capital raise and tours its drones, recharging pods, R&D facilities, and factory. He explains BRINC’s plans to deploy autonomous emergency-response drones nationwide, its strategic partnership with Motorola Solutions, and opportunities for innovation across the domestic drone supply chain. (01:53:47) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:17) - Leopold Sold (12:14) - Martin Shkreli discusses the leveraged collapse of a major AI-focused hedge fund, explaining how forced liquidation, predatory short-selling, and excessive position sizing can rapidly destroy a portfolio. The former hedge fund manager and pharmaceutical executive also examines Citadel’s reported acquisition of the fund’s assets, the broader correction in AI stocks, and Wall Street’s recurring failure to heed the risks of leverage. (56:19) - Ferrari Undefeated (01:06:24) - Guillaume Verdon, founder of Extropic, discusses the company’s thermodynamic computing technology, which uses probabilistic electronics to run generative AI workloads with far greater energy efficiency. He also covers potential applications, government support for domestic chip manufacturing, AI safety and accelerationism, and the challenges of building a deep-tech company while maintaining a prominent public voice. (01:19:16) - 𝕏 Timeline Reactions (01:20:36) - Lulu Meservey discusses how founders and CEOs can build lasting relevance through consistent, authentic, and strategically focused communication rather than rage bait, viral stunts, or excessive media appearances. Drawing on her communications expertise at Rostra, she argues that leaders should prioritize trust, audience fit, principled messaging, and approaches that suit their individual personalities. (01:47:35) - Michael Kim is the founder of Cendana Capital, an institutional investor focused on pre-seed and seed-stage venture funds. Michael discusses Cendana’s growth, its approach to identifying promising fund managers, the importance of founder access and investment judgment, and lessons from both missed opportunities and exceptionally successful investments. (02:06:39) - Joon Sung discusses Simile’s $200 million fundraise and rapid growth as an applied AI lab building models that predict human behavior. He explains how its simulations help companies test products and understand customer preferences at scale while democratizing access to market insights. (02:17:35) - Karan Kunjur, co-founder and CEO of K2 Space, discusses the company’s $500 million funding round, successful first satellite mission, and more than $1 billion in signed contracts. He explains K2’s vision of building large, high-power satellites for commercial and national-security uses, including communications, orbital computing, and advanced space infrastructure. (02:28:35) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company’s record growth, expanding suite of financial products, and mission to broaden individual asset ownership. He also covers global markets, Robinhood Social, product design, and using mathematical superintelligence to verify software and improve cybersecurity. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with Martin Shkreli. We discussed the collapse of Leopold Aschenbrenner's AI-focused hedge fund, why leverage turns market corrections into disasters, how Wall Street unwinds massive positions, why AI infrastructure stocks sold off despite record AI demand, whether the AI trade has further to fall, and much more. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:15) - Robot Bans (14:25) - 𝕏 Timeline Reactions (16:56) - Zuck Op-Ed (19:21) - 𝕏 Timeline Reactions (26:16) - eBay Settles (31:36) - Joe Weisenthal, co-host of Bloomberg’s *Odd Lots* podcast, discusses social media addiction, online discourse, and the escalating AI race. He examines open-source models, massive infrastructure spending, monopoly risks, and why AI may ultimately deliver meaningful benefits despite economic and social anxieties. (01:08:22) - Jameson Detwiler discusses his background as a mobility entrepreneur and his role as co-founder and CEO of CHIP, an electric low-speed utility vehicle startup. He explains CHIP’s customizable design, safety features, affordability, and plan to introduce remote-controlled parking before transitioning to full autonomy. (01:40:10) - Stanley Tang, co-founder and chief product officer of DoorDash, discusses the launch of DoorDash Air, the company’s in-house drone delivery program. He explains how advances in AI, hardware, and operational infrastructure are enabling autonomous deliveries, particularly in suburban areas, as part of DoorDash’s broader multimodal delivery network. (01:53:37) - Amjad Masad discusses Replit’s latest AI-powered design tools, open-model integrations, enterprise growth, and emerging opportunities in game development, robotics, and industrial design. The Replit founder and CEO also describes a future beyond prompting, where AI agents automate entire workflows, and encourages young people to view AI as an empowering tool for creating businesses and new opportunities. (02:10:18) - Adam Cohen discusses co-founding Weave, an AI prompt-routing company that helps engineering teams reduce costs by selecting the most efficient model for each task. He highlights Weave’s $13.5 million fundraising round, enterprise focus, potential savings of up to 80%, and plans to expand its San Francisco-based team. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with Tae Kim. We discussed why the AI trade is being misunderstood, why Kimi and better open-weight models could increase compute demand instead of reducing it, Meta's AI spending, NVIDIA's open-weight strategy, the race toward RSI, why data center fears are overblown, AMD's expanding AI market forecast, the future of agentic AI, NVIDIA's CUDA moat, and much more. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:17) - Big Companies Are Hiring Again (09:58) - 𝕏 Timeline Reactions (20:19) - NVIDIA $50B Tenant (23:33) - The Three Anthropic Proposals (35:00) - Tae Kim discusses negative sentiment around AI and semiconductor stocks, arguing that sensationalized headlines obscure strong underlying demand for compute, memory, and data-center infrastructure. He remains bullish on Nvidia and the broader AI trade, predicting that agentic AI, recursive self-improvement, and growing enterprise adoption will drive substantial investment and revenue growth. (01:06:32) - Kansas Town Splits Over Nuclear Reactor (01:10:58) - Ben Zweig, a labor economist and founder of workforce data company Revelio Labs, discusses how AI is reshaping hiring, employment, and workplace tasks. He explains that AI adoption generally correlates with company growth, while creative freelancing and task-based work face greater disruption, and AI-generated job applications are making it harder for employers to identify qualified candidates. (01:29:22) - Aakash Thumaty, founder and CEO of Takeoff, discusses the company’s rapid growth from near-zero to almost eight figures in revenue and its acquisition by Sierra. He explains Takeoff’s autonomous, revenue-generating AI agents, outcome-based pricing model, deep customer integrations, and how its technology is evolving into Sierra’s new Horizon product. (01:45:30) - Zuckerberg Backs AI For All TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:26) - Open Source vs. Closed Source (38:51) - Mega-Startup School (45:02) - Luke Knight & Ronan Chambers discuss building ETN, the European Technology Network, and raising $1.6 million at a $9 million post-money valuation. They outline ETN’s new studio, live-show model, and ambitions to expand into events, recruitment, investing, and other media verticals while highlighting the fun and challenges of producing a daily podcast. (01:00:15) - Gary Vaynerchuk is an entrepreneur, investor, and creator of VeeFriends. Gary Vaynerchuk discusses the rise of independent creators, emerging sports leagues, collectible culture, and the opportunities created by AI, emphasizing his ability to anticipate consumer trends and his ambition to build VeeFriends into a major entertainment franchise. (01:32:40) - Jonathan Jacobi discusses emerging from stealth with a 26-person AI robotics startup, backed by a $71 million seed round. He explains its AI-powered robotic experiences, software-first foundation models, hardware-agnostic approach, and early commercial opportunities in logistics, entertainment, and healthcare. (01:42:48) - Dean Meyer discusses America’s growing dependence on Chinese open-source AI models, which may benefit from distillation of proprietary U.S. systems. The Sequoia Capital investor highlights the need for a legally supported American open-model ecosystem while warning of dependency, security, and potential backdoor risks. (01:53:43) - Brent Franson discusses Death Clock, the AI-powered longevity company he founded and leads, which predicts users’ life expectancy and creates personalized health plans. He explains its provocative branding, free nationwide blood testing, emphasis on essential biomarkers, and vision of using AI to make personalized healthcare more accessible while cautioning against overtesting and risky health experimentation. (02:06:06) - Matej Cernosek discusses Andrenum, a defense technology company building scalable sonar hardware and software for undersea surveillance. He highlights its $18 million Series A, rapid product development, successful naval deployments, and integration of low-cost buoys, machine learning, and command-and-control systems to detect submarines and other underwater vehicles. (02:16:23) - Justin Boitano, NVIDIA’s vice president of enterprise AI, discusses the Open Source AI Alliance and how open models, evaluations, and cybersecurity tools can strengthen collective defense. He argues that open and proprietary models complement each other, enabling enterprises to improve security, reduce costs, customize AI, and foster innovation through transparent testing and collaboration. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(03:31) - Oliver Cameron, co-founder and CEO of Odyssey, discusses the development of foundational world models—AI systems capable of understanding physics, causality, and human behavior—to enhance various industries, including robotics, gaming, and autonomous vehicles. He highlights the limitations of current AI systems, which are often narrowly trained, and advocates for more generalized models that can be fine-tuned for specific tasks. Cameron also emphasizes the importance of diverse data sources in training these models to ensure robustness and adaptability across different applications. (21:09) - Mohammad Norouzi, CEO and co-founder of Ideogram, discusses the company's mission to enhance creativity through generative AI, focusing on design and marketing applications. He highlights the challenges of achieving consistency in AI-generated images, particularly for brand marketing and product design, and emphasizes the importance of data sovereignty for enterprises, noting that Ideogram's compact, open-weight models can be hosted on-premises to address these concerns. Norouzi also mentions Ideogram's collaboration with AMD to optimize their models for AMD's hardware, tailoring model architectures to balance price, performance, and latency. (31:42) - Anjney Midha is the founder of AMP PBC, an AI infrastructure startup, and a former general partner at Andreessen Horowitz. In the transcript, he discusses the importance of "output maxing" in AI development, emphasizing the need for efficient utilization of computational resources to maintain a competitive edge. He highlights that only 15% of data center capacity in the U.S. is utilized, calling this underutilization a national security concern, and advocates for smarter, more efficient use of existing infrastructure to stay at the forefront of AI advancements. (55:12) - 𝕏 Timeline Reactions (01:27:52) - Lisa Su, born in Taiwan and raised in the U.S., is the chair and CEO of AMD, renowned for revitalizing the company since 2014. In the conversation, she highlights the rapid evolution of AI, emphasizing the need for AMD to accelerate its technology roadmaps to meet market demands. Su also underscores AMD's commitment to building great products through collaboration and open ecosystems, reflecting the company's culture of partnership and innovation. TBPN is made possible by:Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with Travis Kalanick. We discuss his new $1.7 billion funding round, why he's betting on industrial AI instead of consumer AI, how autonomous mining can increase productivity by 30 to 40%, why he believes AI will make food dramatically cheaper, what he looks for when hiring executives, lessons from scaling Uber, the future of robotics, AI regulation, and why he commutes to work on a jet ski. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:52) - HackingFace (17:48) - 𝕏 Timeline Reactions (29:02) - White House Puts $5B into AI Science (33:48) - 𝕏 Timeline Reactions (44:55) - Veeral Patel, Director of Software Engineering at Ramp, discusses the launch of Ramp Router, a tool developed internally over three years to optimize AI model selection and token cost management. He explains how Ramp Router allows enterprises to dynamically route tasks to the most efficient AI models, balancing factors like latency, cost, and performance. Patel emphasizes that this product aligns with Ramp's mission to help companies save time and money, extending their expertise from expense management to AI token spend optimization. (55:35) - Lin Qiao, co-founder and CEO of Fireworks AI, announced the company's recent $1.5 billion fundraising round, emphasizing their focus on building a specialized intelligence platform that enables enterprises to transform private data into customized AI models optimized for speed and cost. She highlighted the industry's shift from general to specialized AI solutions, stressing the importance of companies maintaining control over their proprietary data to develop durable businesses. Qiao also discussed the challenges of scaling AI applications efficiently, noting that without careful management, even successful products risk scaling into bankruptcy due to high operational costs. (01:05:36) - Jason Fried is the co-founder and CEO of 37signals, a Chicago-based software company known for creating project management and communication tools like Basecamp and HEY. In the conversation, Fried discusses his passion for classic cars, sharing experiences with his 1979 Porsche 928 and reflecting on past decisions regarding vehicle trades. He also touches on the challenges of purchasing vintage cars through auctions, emphasizing the importance of thorough inspections to avoid unforeseen issues. (01:31:41) - Travis Kalanick is the co-founder and former CEO of Uber, which he helped grow into a global ride-hailing giant. He now leads Atoms, an industrial robotics and “physical AI” company spanning food automation, mining, and transportation, built from the parent company behind CloudKitchens. (02:17:29) - Max Hodak, founder and CEO of Science Corporation, discusses the recent European marketing approval for their retinal prosthesis designed to restore vision in patients with age-related macular degeneration. He outlines the upcoming steps for commercialization in Europe, including country-specific registrations and surgeon training, and mentions the expedited approval pathway in the U.S. through the FDA's humanitarian device exemption. Hodak also highlights ongoing research and development efforts to enhance the implant's capabilities, aiming for higher resolution, expanded field of view, and color perception. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:58) - China's AI Push Sounds Alarms (36:37) - Should You Recline Your Airplane Seat? (42:47) - 𝕏 Timeline Reactions (51:39) - Ferdinand Dabitz, the 25-year-old CEO of Augustus Bank, discusses the company's recent $180 million Series B funding round, which elevated its valuation to $1 billion. He highlights Augustus's mission to "dollarize the world" by modernizing correspondent banking through AI and stablecoin technologies, aiming to provide efficient dollar access globally. Dabitz also emphasizes the strategic importance of dollarization in enhancing U.S. soft power and combating inflation. (58:53) - Kaiwei Tang, co-founder and CEO of Light Phone, discusses the company's mission to create minimalist mobile devices that help users disconnect from the attention-driven economy of traditional smartphones. He emphasizes the importance of technology serving as a tool without exploiting user attention, highlighting features like calling, texting, and music playback without ads or data tracking. Tang also notes a growing trend among younger generations seeking simpler devices, indicating a shift towards more intentional technology use. (01:12:30) - Chris Best, founder and CEO of Substack, discusses the proliferation of AI-generated content, or "slop," on the internet and its impact on reader trust. He emphasizes the importance of transparency in content creation, advocating for clear disclosure when AI tools are used to maintain authenticity and value. Best also highlights Substack's commitment to fostering genuine human connections and perspectives, believing that as AI-generated content becomes more prevalent, the value of trusted human-authored content will increase. (01:32:38) - Steven Schwartz is the co-founder and CEO of Whop, a platform that enables creators, developers, and online businesses to sell digital products, software, communities, and memberships. He focuses on building infrastructure for the internet economy, helping entrepreneurs monetize digital businesses through a unified marketplace and payments platform. (01:54:08) - Katie Roof, editor at Business Insider, discusses her recent appointment and the publication's strategic shift towards more exclusive content under Editor-in-Chief Jamie Heller. She highlights the increasing competition in journalism, emphasizing the importance of original reporting and human skills in an AI-influenced media landscape. Roof also notes the growing public interest in AI and venture capital, underscoring the need for accurate and insightful coverage in these areas. (02:02:48) - 𝕏 Timeline Reactions (02:10:31) - Zavain Dar, co-founder of Dimension, discusses the firm's recent $800 million fundraise, bringing their total assets under management to $1.65 billion. He highlights Dimension's focus on investing at the intersection of technology and life sciences, supporting companies that integrate computing with biology. Dar also addresses the evolving landscape of biotech, emphasizing the role of AI in drug discovery and the redefinition of disease treatment, while cautioning against the unregulated use of peptides and hormone mimetics. (02:23:18) - Chad Edwards, co-founder and CEO of CuspAI, a Cambridge-based AI startup, discusses the company's mission to revolutionize materials discovery through generative AI, enabling the rapid development of new materials for applications like semiconductors and climate technologies. He highlights their recent $450 million Series B funding, valuing CuspAI at $2.6 billion, with investors including Jeff Bezos' Bezos Expeditions, Kleiner Perkins, and NEA. Edwards also explains their innovative business model, securing royalties in customer contracts to share in the commercial success of the materials developed using their platform. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:35) - The AI Cold War (33:40) - Odyssey Rips (44:19) - 𝕏 Timeline Reactions (55:54) - Tyler Cowen is an American economist, author, and professor at George Mason University, known for his work in cultural economics and as co-author of the blog Marginal Revolution. He discusses the inevitability of open-source AI, emphasizing that attempts to ban it are futile due to its global proliferation, particularly from China. He also highlights the challenges Europe faces in competing with Chinese industries, suggesting that imposing tariffs may not be an effective solution. (01:31:26) - Danny Yeung, CEO and co-founder of Prenetics, discusses the rapid growth of IM8, a health supplement brand co-founded with David Beckham, achieving $100 million in annual recurring revenue within 11 months and projecting over $200 million in its second year. He attributes this success to a global launch strategy, shipping to 31 countries from day one, and highlights a $1 billion growth commitment from General Catalyst, emphasizing the importance of strong retention cohort data for predictable future revenue. (01:37:48) - Connor Love, a former U.S. Army Captain with a deployment to Northern Iraq in 2019, has transitioned into venture capital, focusing on frontier technologies such as defense, space, manufacturing, and autonomous systems. In the conversation, he discusses his new role at Andreessen Horowitz, emphasizing the firm's commitment to supporting entrepreneurs in the American dynamism sector, and highlights the significant growth potential in defense and space markets, underscoring the need for substantial manufacturing capabilities to meet future demands. (01:51:57) - Kahlil Lalji, CEO and co-founder of Natural, discusses the company's $30 million Series A funding led by Forerunner and its mission to build payments infrastructure for agents. He explains that Natural enables agents to store balances, make payments, and perform transfers, with plans to expand capabilities like collecting card information over the phone. Lalji emphasizes the potential for agents to handle a majority of global payment volume in the next decade, positioning Natural to become a comprehensive financial platform encompassing banking, payment processing, and networking services. (02:00:06) - Tarek Mansour, co-founder and CEO of Kalshi, discusses the platform's significant engagement during the World Cup, noting it generated more brand impressions than major companies like Coca-Cola and Adidas, and even surpassed ChatGPT and Instagram in search volume. He attributes this success to a dynamic, adaptable strategy executed by a lean team, emphasizing rapid response to unfolding events. Additionally, Mansour introduces Kalshi's launch of GPU futures, aiming to establish a forward curve for compute resources, enabling stakeholders to hedge risks and make informed investment decisions in the evolving compute market. (02:20:12) - Tony Zhao, co-founder and CEO of Sunday Robotics, discusses the company's latest advancements in household robotics, highlighting a 99.1% success rate in folding laundry across 785 autonomous attempts. He introduces the concept of "Large Laundry Models" (LLM), emphasizing the robot's ability to generalize tasks and learn new folding methods from a single demonstration. Zhao also addresses the importance of defining performance metrics in robotics, distinguishing between success rates in controlled environments versus real-world applications. (02:31:56) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full interview with Tyler Cowen. We discussed why he believes banning Chinese open source AI is impossible, the rise of "AI maniacs," why Europe is quietly becoming an AI powerhouse, the future of jobs in an AI economy, why data centers are good for local communities, AI-generated religions, the gambling boom, economic "vibecession," and much more. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:38) - TML Inkling (11:31) - 𝕏 Timeline Reactions (15:15) - California Forever? (17:27) - TSMC Capex (18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, and Vista Equity Partners, backing companies including Anthropic, Rippling, Flock Safety, SpaceX, and Chainguard. (48:32) - Eric Glyman is the co-founder and Co-CEO of Ramp, the AI-powered finance automation platform helping businesses manage spending, accounting, procurement, and corporate cards. Previously, he co-founded Paribus, which was acquired by Capital One, and is known for building software that helps companies save both time and money through automation. (01:07:19) - 𝕏 Timeline Reactions (01:16:36) - Jordan Black is the co-founder and CEO of Senra Systems, a company applying AI and advanced software to modernize precision manufacturing for aerospace and defense. He focuses on building automated, software-defined factories that dramatically accelerate the production of complex, high-performance components for the next generation of industrial and defense technologies. (01:28:29) - David Baszucki is the co-founder and CEO of Roblox, the online platform where users create, share, and play millions of interactive 3D experiences. An engineer and longtime software entrepreneur, he previously co-founded Knowledge Revolution and has led Roblox’s growth into one of the world’s largest gaming and creator platforms. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:23) - Stripe x PayPal (11:40) - OpenAI's First Device (15:44) - John's Business Ideas (23:15) - Chip: The Robot Car (30:27) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the political news series "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the potential consequences of prediction markets on flight delays, expressing concerns about possible manipulation and ethical issues. He also addresses the growing public opposition to data centers, highlighting the need for tangible benefits to local communities to mitigate backlash. Additionally, Enjeti emphasizes the importance of national permitting reform to address the housing crisis, advocating for streamlined approvals to facilitate the construction of affordable housing. (01:02:35) - George Kailas, founder and CEO of Aon Fund, has a background in value investing and AI, having previously led Prospero AI, a hedge fund-level AI research desk. He discusses launching an AI-powered hedge fund that leverages signal libraries from Prospero, creating thousands of strategies to work across various markets, with plans to launch in August or September. Kailas also highlights the importance of data compression and containerization in managing alternative data sets, aiming to minimize training costs while broadening data exploration. (01:08:28) - Mukund Jha, CEO of Emergent, discusses the company's AI platform that enables non-technical business owners to build and deploy production-grade applications, recently securing a $130 million Series C funding at a $1.5 billion valuation. He highlights that 80% of their users are non-technical, spanning industries from healthcare to manufacturing, and emphasizes the platform's role in helping small and medium businesses digitize operations by creating custom tools like CRMs and inventory management systems. Jha also notes the platform's global reach, with revenue evenly distributed across North America, Europe, and Asia, and mentions the growing excitement for AI adoption in India, while acknowledging potential future shifts in employment trends as AI becomes more powerful. (01:19:49) - Russ Tedrake, co-founder and CEO of Walden Robotics, is a former MIT professor and ex-SVP of Robotics at Toyota Research Institute. He discusses Walden's emergence from stealth with a $300 million seed round, valuing the company at $1.1 billion, and highlights their deployment of general-purpose AI robots in manufacturing, emphasizing partnerships with industry leaders like Toyota, Boeing, and Samsung. Tedrake underscores the importance of integrating physical AI into existing manufacturing processes to enhance efficiency and adaptability. (01:30:56) - Glenn Youngkin, former governor of Virginia and ex-co-CEO of The Carlyle Group, has joined Red Cell Partners as partner and chairman. He discusses Red Cell's innovative approach to venture capital, emphasizing the integration of founders within the firm to scale businesses in healthcare, cyber, and national security sectors. Youngkin highlights the importance of backing visionary leaders and fostering collaboration to drive transformative advancements in these critical industries. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:21) - IBM Nukes (07:36) - Demis Govt Plan (20:08) - NY Pauses AI Datacenters (25:38) - Can Pretty Data centers Win? (27:58) - Clanker Whales (29:23) - Dylan Byers, a founding partner and senior correspondent at Puck, is known for his in-depth coverage of the media industry. He discusses the challenges David Ellison faces in merging Warner Brothers Discovery with Paramount, highlighting opposition from Democratic state attorneys general, particularly California's Rob Bonta, who seeks to block the deal on grounds that Byers argues are outdated given the current media landscape. Byers also touches on the potential for Hollywood studios to relocate operations in response to regulatory pressures, emphasizing the evolving nature of the entertainment industry. (59:54) - Noah Schochet, co-founder and CEO of TerraFirma, discusses how he and his co-founder, both former SpaceX engineers, founded the company to revolutionize the construction industry by integrating robotics and automation to accelerate building processes. They retrofit existing heavy machinery with custom-built software and hardware, enabling remote operation and increased efficiency. Schochet emphasizes that while full autonomy may not be cost-effective due to construction's numerous edge cases, achieving approximately 75% autonomy with human oversight can significantly enhance productivity. (01:10:58) - Saam Motamedi, a partner at Greylock Partners, focuses on early-stage investments in AI, cybersecurity, and enterprise software. He discusses Greylock's new $1.5 billion fund, Greylock 18, aimed at supporting early-stage founders, particularly in AI. Motamedi emphasizes the vast opportunities in AI across the technology stack, from foundational models to applications, and highlights the potential for multiple significant winners in emerging categories due to the transformative impact of AI on various industries. (01:21:48) - Ioannis Antonoglou, co-founder, president, and CTO of Reflection AI, previously served as a founding engineer at DeepMind, contributing to projects like AlphaGo and AlphaZero. In the conversation, he discusses Reflection AI's mission to develop frontier open models, emphasizing the need for exceptional talent and substantial computational resources, exemplified by their recent billion-dollar deal with Nubius. He also reflects on the rapid advancements in AI over the past 15 years, highlighting the importance of adaptability and the exponential nature of progress in the field. (01:31:25) - Jack Dent, co-founder and president of Chai Discovery, discusses the company's development of an AI-driven platform for molecular design, likening it to a "Computer Aided design suite for molecules" that enables the creation of new medicines. He highlights the platform's focus on the pharmaceutical industry, emphasizing its potential to revolutionize drug discovery by designing molecules that can effectively target diseases. Dent also notes the rapid advancements in AI models for drug discovery, citing a significant improvement in success rates from 0.1% to 16% over the course of 2025. (01:44:50) - Evan Burns & Jamie Seltzer. Evan Burns, CEO and co-founder of State Affairs, discusses the company's mission to provide real-time insights into policy and regulatory changes affecting businesses, aiming to shift companies from reactive to proactive engagement in the legislative process. He highlights the challenges of navigating antiquated state government systems and the importance of having on-the-ground journalists to gather timely information. Burns also mentions their recent $70 million funding round led by Coatue and Founders Fund, emphasizing plans to expand coverage to city and international levels. Jamie Seltzer is the co-founder of State Affairs, an AI-powered policy intelligence platform that combines original statehouse reporting with AI to help governments, businesses, and advocacy organizations track and understand legislation across all 50 states. He is also a general partner at LightShed Ventures, investing in technology, media, and communications companies. (01:56:57) - Tyler Page, CEO of Cipher Digital, discusses the company's transformation from bitcoin mining to developing AI data centers, highlighting their current projects totaling 700 megawatts across three sites in West Texas. He emphasizes the importance of site selection, community engagement, and addressing concerns such as water usage and noise, noting that Cipher strives to be a good neighbor by contributing to local infrastructure and ensuring minimal environmental impact. Page also outlines the company's capital market strategy, detailing their approach to financing and partnerships with hyperscalers like AWS and Google. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:39) - Apple vs OpenAI (25:24) - Paramount Threatens to Leave CA (42:48) - 𝕏 Timeline Reactions (45:39) - Alexis Ohanian, co-founder of Reddit and venture capitalist, discusses the enduring value of live events in the age of AI, emphasizing that human experiences like sports and theater remain irreplaceable. He highlights his investments in women's sports, such as Angel City FC, and the track and field league Athlos, aiming to modernize and elevate these domains. Ohanian also touches on the growth of sports betting, expressing concerns about its societal impact and the need for thoughtful regulation. (01:10:19) - Morgan Housel is a partner at The Collaborative Fund and the New York Times bestselling author of "The Psychology of Money," with his works translated into over 60 languages and selling over 12 million copies. In the conversation, Housel discusses the psychology behind the rise in sports betting, noting that when individuals perceive limited options in life, they become more risk-seeking, leading to increased gambling activities. He also highlights the impact of technological advancements, such as the accessibility of day trading platforms, which have made gambling more prevalent across generations. (01:47:34) - Mark Gurman, a renowned technology journalist specializing in Apple Inc., discusses the recent lawsuit Apple filed against OpenAI, alleging the theft of trade secrets and confidential information. He highlights that OpenAI has recruited over 400 former Apple employees, including key figures like Tang Tan, OpenAI's Chief Hardware Officer, who is accused of soliciting proprietary information during interviews and coaching departing Apple employees on evading security protocols. Gurman emphasizes the significant impact this legal battle could have on both companies, especially as OpenAI ventures into hardware development using alleged misappropriated Apple technologies. (02:12:25) - Nico Christie & Michael Jarman. Nico Christie, co-founder and chief product officer of Fundamental Research Labs, discusses the development of Shortcut, an AI-powered Excel agent designed to automate complex spreadsheet tasks for finance professionals. He highlights Shortcut's ability to build financial models in minutes, achieving over 90% formula accuracy through multi-agent verification, and its integration as a native Excel plugin that preserves existing macros and VBA code. Christie also emphasizes Shortcut's continuous improvement, noting a 20% performance gain since launch due to daily updates enhancing agentic performance, user experience, and accuracy. Michael Jarman is a financial modeling expert and the 2024 Microsoft Excel World Champion, winning the title at the Microsoft Excel World Championship in Las Vegas after defeating a field of the world's best spreadsheet competitors. A financial modeling director based in Toronto, he is known for his mastery of advanced Excel, financial modeling, and high-speed spreadsheet problem solving. (02:24:51) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:18) - SK Hynix Rallies in Trading Debut (04:00) - GPT-5.6 Stories (19:28) - 𝕏 Timeline Reactions (45:30) - Phoebe Gates Accused of Fake Sales (01:05:34) - China Launches First Reusable Rocket (01:08:09) - Costco Cashier Becomes Millionaire (01:12:01) - Love Island Prediction Markets (01:18:01) - SONOS Layoffs (01:22:28) - 𝕏 Timeline Reactions (01:28:53) - Hollywood Chases Internet Horror (01:38:34) - AI Songs May Get Labels (01:40:56) - 𝕏 Timeline Reactions (01:43:23) - Kim Renovates Nine Mansions (01:47:20) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:52) - Meta Releases Muse 1.1 (02:01) - GPT-5.6 Sol Reactions (14:49) - Meta Prices AI to Win (29:24) - Eric Seufert, a prominent analyst and founder of Mobile Dev Memo, discusses Meta's strategic use of AI in advertising to enhance ad performance and address investor skepticism. He emphasizes the importance of Meta's proprietary data in training AI models to create ads that are uniquely effective, thereby demonstrating the tangible benefits of their AI investments. Seufert also highlights the potential for AI-generated creative to alleviate bottlenecks in ad production, ultimately driving significant revenue growth for Meta. (55:53) - Bernt Øivind Børnich, founder and CEO of 1X Technologies, has led the company since its inception in 2014, focusing on developing humanoid robots like NEO for consumer use. In the conversation, he discusses the launch of NEO, emphasizing its advanced, human-like hand design achieved through in-house development of miniaturized motors and tendons, and highlights the importance of creating robots that safely and effectively interact with the world to enhance AI capabilities. He also touches on the company's commitment to vertical integration, enabling rapid iteration and production scaling, and expresses excitement about the imminent shipping of NEO to consumers. (01:08:39) - Josh Lindgren, Head of the Podcast Department at Creative Artists Agency (CAA), began his career as a music agent before transitioning to podcast representation in 2014. In the conversation, he discusses the exponential growth of the podcast industry, the increasing integration of video into podcasting, and the evolving definitions of media formats. He also highlights the importance of creators having a clear purpose for their podcasts and the potential benefits of live shows in strengthening audience relationships. (01:29:05) - Jeffrey Morgan, CEO and co-founder of Ollama, discusses how their open-source platform enables developers to run large language models locally, facilitating rapid adoption among Fortune 500 companies due to enhanced security and compliance. He highlights the $65 million Series B funding led by Tamash Tungas, emphasizing plans to expand the team and invest in secure, US- and Europe-based hosting solutions. Morgan also addresses the evolving landscape of open-source models, noting the narrowing gap between open and frontier models, and the importance of providing developers with the right tools to deploy and manage these models effectively. (01:39:32) - Thibault Sottiaux, OpenAI's Head of Core Products and Platform, discusses the recent launch of ChatGPT Work, highlighting its enhanced capabilities in coding, cybersecurity, and long-context understanding. He emphasizes the model's improved efficiency and its ability to comprehend human intent with shorter prompts, making it more accessible to users without technical expertise. Sottiaux also notes the development of multi-agent setups, introduced as Ultra mode, where multiple agents collaborate to complete tasks more efficiently. (01:54:03) - Sean Frank is the CEO of Ridge Wallet, a company specializing in minimalist wallets and accessories. In the conversation, he discusses Ridge's expansion into products like travel gear and men's wedding rings, the impact of AI on advertising and inventory management, and the evolving landscape of e-commerce, including the challenges faced by luxury brands and the rise of platforms like TikTok Shop. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

This is our full conversation with Ben Thompson. We discuss why Microsoft's Xbox strategy failed, why he thinks GTA 6 should cost $200, how console wars shaped the modern gaming industry, what went wrong with Xbox Game Pass, why AI is reshaping competition across tech, the future of Microsoft's gaming business, and why regulators often block mergers at exactly the wrong time. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:41) - Coatue Bets Big on Blue Origin (05:39) - Cheaper Vision Pro Dead (14:04) - Getty x Shutterstock Deal Dies (21:17) - Empty IBM Campus Goes Viral (28:52) - 𝕏 Timeline Reactions (32:44) - OpenAI Launches GPT-Live (36:21) - GPT-5.6 Goes Public This Week (41:16) - Vincent Weisser, co-founder and CEO of Prime Intellect, announced the company's $130 million Series A funding at a $1 billion valuation, aimed at building an open superintelligence stack. He discussed how Prime Intellect provides a comprehensive platform for training, deploying, and continuously improving AI models, enabling enterprises to develop their own AI agents without relying on closed-source frontier models. Weisser highlighted the company's rapid growth, achieving an annualized revenue run rate of over $100 million, and emphasized the importance of decentralized AI development for broader accessibility and innovation. (01:01:31) - Ben Thompson, founder of Stratechery, discusses Microsoft's Xbox strategy, highlighting the company's shift from traditional console sales to a subscription-based model with Xbox Game Pass. He critiques this approach, noting that while it aimed to attract a broader audience, it primarily cannibalized existing sales without significantly expanding the market. Thompson suggests that Microsoft's substantial investments in acquisitions and Game Pass have not yielded the expected growth, leading to internal challenges and strategic reevaluations. (01:29:28) - Rodrigo Liang, co-founder and CEO of SambaNova Systems, announced the company's completion of a $1 billion Series F funding round at an $11 billion valuation. He emphasized the growing importance of fast AI inference in enterprise applications and highlighted partnerships with major firms like JPMorgan Chase for secure, on-premises AI solutions. Liang also discussed the company's focus on delivering high-performance, low-latency AI infrastructure that integrates seamlessly into existing data centers. (01:40:54) - Alana Palmedo, Managing Partner at Paradigm, co-leads the firm's investment and research efforts, focusing on frontier technologies such as crypto, AI, and robotics. In the conversation, she discusses Paradigm's recent $1.2 billion fundraise aimed at investing in emerging technologies, the firm's expansion beyond its initial focus on crypto to include broader frontier themes, and the importance of supporting both early-stage founders and larger, later-stage companies. (01:50:14) - Byron Boots, co-founder and CEO of Overland AI, discusses the company's development of autonomous ground vehicles for defense applications, highlighting their modular design capable of integrating various payloads, including remote weapon stations and drones. He emphasizes the advantages of wheeled vehicles over robotic dogs for military operations, citing their payload capacity and energy efficiency. Additionally, Boots shares that Overland AI secured a $20 million contract with the U.S. Marine Corps to produce autonomous ground vehicles supporting the Marine Air Defense Integrated System (MADIS). (01:57:18) - 𝕏 Timeline Reactions (02:01:08) - Will Mayer, co-founder and high priest at Cold Holdings, began his career creating skateboard films for companies like Vans, which sparked his passion for brands and their cultural significance. He discusses his work with Polymarket, highlighting the rapid development of a viral campaign featuring Rick Rubin, and emphasizes the importance of doctrine, ritual, symbols, charismatic leadership, and identifying an enemy in building cult-like brand followings. Mayer also shares insights on the oversaturation of advertising content, the value of contrarian perspectives, and his approach to scaling creative ventures by incubating startups and accepting equity as compensation. (02:17:43) - Tucker Brown, managing partner of Compound Creative Holdings, discusses his 15-year tenure at Creative Artists Agency (CAA), where he led significant transactions, including a $100 million investment in Dude Perfect. He highlights the evolution of creators into enterprise builders, emphasizing the need for appropriate capital structures and operational support to foster sustainable growth and lasting value in creator-led businesses. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(04:13) - China Export Controls (12:49) - SK Hynix Sets to Raise $28B (15:51) - Meta Unveils Muse Image (20:41) - Jeremy Giffon Breaks Silence (22:42) - 𝕏 Timeline Reactions (28:35) - Alex Hormozi is an entrepreneur, investor, and author best known for founding Acquisition.com, where he invests in and advises growing businesses. He is the author of $100M Offers and $100M Leads, and is widely known for sharing practical frameworks on entrepreneurship, marketing, sales, and scaling companies. (01:29:29) - Josh Zoffer, an investor and head of research at CIV, formerly a White House National Economic Council and US Treasury adviser, discusses the strategic importance of data centers in the United States. He emphasizes that data centers are not merely collections of chips but also involve critical technologies like power electronics and industrial materials such as steel. Zoffer warns that if the U.S. hinders data center construction, it risks losing control over essential supply chains, potentially repeating past mistakes that led to reliance on foreign sources for critical materials. (01:41:52) - John McElhone, founder of American Turbines, discusses his company's development of compact, 1-megawatt natural gas turbines designed for rapid deployment, capable of powering over a thousand homes and fitting in the back of a pickup truck. He emphasizes the advantage of utilizing the abundant and inexpensive natural gas supply in the United States, making this technology particularly suitable for the domestic market. McElhone also highlights the company's focus on scaling production through automation, aiming to revolutionize energy generation by simplifying turbine design and manufacturing processes. (01:47:32) - Deena Shakir, a General Partner at Lux Capital, invests in transformative technologies across sectors such as women's health, digital health infrastructure, health equity, foodtech, and fintech. In the conversation, she discusses Lux Capital's recent investment in 1001, an AI company based in the Gulf Cooperation Council (GCC) region, highlighting the potential for applied AI in the Gulf and the opportunity for rapid, large-scale deployments. She also emphasizes the importance of homegrown companies in the GCC and the unique opportunity to build sovereign AI companies focused on the region. (01:54:38) - Hussein Fazal, co-founder and CEO of Super.com, discusses the company's recent $65 million Series D funding led by TPG at a $1.2 billion valuation, and its evolution into a savings super app offering discounts on hotels, gas, insurance, and financial services tailored for everyday Americans. He highlights the integration of AI to expedite product development and the strategic partnership with NASCAR to enhance brand visibility among their target demographic. (02:07:01) - John Nay, founder and CEO of Norm AI, discusses the company's recent $120 million funding round at a $1.2 billion valuation, highlighting their shift from selling AI tools to in-house legal teams to establishing Norm Law LLP, a law firm powered by AI agents. He emphasizes the value of vertical integration, with AI engineers and lawyers collaborating closely to reinvent legal workflows, and advises law students to focus on legal engineering by applying AI to legal reasoning. Nay also notes that while international expansion is considered, it requires deliberate planning to ensure the necessary legal expertise in each jurisdiction. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full conversation with Alex Hormozi. We discuss his philosophy on choosing the right business, the biggest mistakes entrepreneurs make with AI, why volume beats perfection in media, how he built one of the largest business education brands in the world, what founders get wrong about personal branding, why opportunity selection matters more than most people realize, and how Acquisition.com is evolving from a family office into a brand-powered investment platform. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(03:58) - XBOX Layoffs (21:13) - "Manual" Ferrari (31:21) - 𝕏 Timeline Reactions (50:23) - Circle K Lottery Dispute (01:05:31) - Baiju Bhatt, co-founder of Robinhood and CEO of Cowboy Space Corporation, discusses the evolution of his company from Aetherflux to Cowboy Space, focusing on developing vertically integrated orbital data centers and launch vehicles to meet the growing demand for AI computing. He emphasizes the importance of designing rockets and data centers as a unified system to optimize performance and cost-effectiveness, aiming to harness solar energy in space to power these data centers. Bhatt also highlights the shift in the space industry towards commercial payloads, particularly for AI applications, and the need for companies to control their own launch capabilities to meet this demand efficiently. (01:31:17) - Daniel English, co-founder and managing partner of Legacy Investing, transitioned from tech entrepreneurship to real estate investment, focusing on data centers, logistics, and life sciences facilities. In the conversation, he discusses the evolution of data centers, highlighting their increasing importance due to AI and cloud computing, and emphasizes the strategic conversion of underutilized urban office buildings into high-density data centers to meet growing infrastructure demands. (01:49:05) - Michele Catasta, President and Head of AI at Replit, discusses the evolution from "vibe coding" to "vibe building," emphasizing the shift towards enabling users to create customized AI agents that autonomously accomplish tasks end-to-end. He highlights the importance of thinking in terms of goals rather than specific applications, allowing agents to determine the necessary steps and code to achieve desired outcomes. Catasta also predicts a future where agents replace traditional apps, streamlining workflows and reducing reliance on deterministic software. (02:00:07) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:32) - Fable Unbanned (02:57) - OpenAI/U.S. Stake (11:03) - Jersey Mike's IPO (14:11) - End of Paper-Based Retirement (19:27) - SpaceX Phone (29:11) - 𝕏 Timeline Reactions (35:17) - Andrew Collins, CEO of Flexjet, discusses his journey from joining the company in 2012 through an acquisition to leading its global expansion, including the significant impact of COVID-19 on private aviation demand. He highlights Flexjet's strategic growth, such as the acquisition of Halo Aviation in London and Associated Aircraft Group in New York to form a global helicopter division, and the introduction of large-cabin aircraft like the Gulfstream G700 to meet increasing transatlantic flight demand. Collins also emphasizes the company's focus on enhancing customer experiences through partnerships, including becoming the official private aviation partner of Formula 1, and investing in future aviation technologies like electric vertical take-off and landing (eVTOL) vehicles. (51:39) - Vipul Ved Prakash, co-founder and CEO of Together AI, discusses the rapid growth of open-source AI models, highlighting their increasing competitiveness with closed-source alternatives and their ability to handle complex enterprise tasks. He emphasizes the cost-effectiveness and scalability of open models, noting a significant shift as companies adopt them to optimize expenses and maintain control over sensitive data. Prakash also addresses the evolving regulatory landscape, advocating for transparent evaluation of AI models to balance innovation with safety concerns. (01:02:46) - Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent milestone of generating electricity for the first time with their Ward 250 reactor, marking them as the first nuclear startup to achieve this feat. He highlights the advantages of nuclear power over natural gas, emphasizing its scalability and reduced climate impact, particularly in meeting the growing energy demands of the AI industry. Taylor also underscores the importance of proactive community engagement, noting that Valar Atomics involves local leaders early in the process to address potential concerns and foster support for their projects. (01:11:42) - Dean Ball, a former Senior Policy Advisor for Artificial Intelligence and Emerging Technology at the White House Office of Science and Technology Policy, recently joined OpenAI as Head of Strategic Futures. In his conversation, he discusses the rapid evolution of AI policy, noting that the current pace of policy development may be outstripping technological advancements. He also highlights the personal dynamics influencing AI policy debates and expresses concerns about potential government overreach in AI governance, emphasizing the need for balanced approaches to ensure both innovation and safety. (01:45:11) - Rob Toews, a venture capitalist and AI columnist, discusses his firm's recent $100 million investment in 12 Labs, a company specializing in video intelligence and understanding. He also shares his process for making annual AI predictions, highlighting five forecasts for 2030, including Anthropic's emergence as a major life sciences company, the disruption of semiconductor monopolies, the advent of telepathic communication, significant reductions in AI energy consumption, and societal debates over AI rights. Throughout the conversation, Toews emphasizes the rapid advancements in AI and their profound implications for various industries and societal norms. (02:05:20) - Tuhin Srivastava, co-founder and CEO of Baseten, an AI inference infrastructure company, discusses the company's recent $1.5 billion Series F funding round, which values Baseten at up to $13 billion. He highlights the growing demand for AI inference solutions across various sectors and emphasizes the importance of open-source models and customized AI solutions for businesses to maintain control over their data and intelligence. Srivastava also addresses concerns about open-source AI, advocating for the development of open-source control to ensure companies can own their intelligence and data. (02:16:09) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:26) - Meta Sells Compute? (28:17) - 𝕏 Timeline Reactions (32:14) - Mark Pincus, an American internet entrepreneur, is best known as the founder of Zynga, the pioneering social mobile gaming company behind hits like FarmVille and Words with Friends. In his recent conversation, Pincus discusses his new book, Life at the Speed of Play, which offers a hands-on guide to transforming ideas into products that resonate with users. He emphasizes the importance of rapid testing and learning in the AI era, sharing insights from his experiences to help entrepreneurs increase their chances of success. (01:08:42) - Shubh Sinha, co-founder and CEO of Integral, discusses the company's recent $18 million Series A funding and its mission to sanitize proprietary real-world datasets—such as medical records and financial transactions—so AI developers can access valuable data while ensuring privacy and compliance. He highlights how Integral enables data holders to monetize sensitive information without compromising privacy, benefiting both data providers and AI builders. Sinha also emphasizes the importance of privacy engineering in maintaining data utility and regulatory adherence, particularly in sectors like healthcare. (01:14:40) - Wayne Ting, CEO of Lime, reflects on the company's journey to its IPO, emphasizing the challenges faced in the micromobility industry and Lime's success in building a scalable, sustainable, and profitable business. He highlights the importance of operational efficiency, noting that even small mistakes can significantly impact the business, and stresses the need for a clear focus on critical areas like hardware, software, operations, and government relations. Ting also discusses Lime's vertical integration in hardware and software, which has allowed the company to manage supply chain challenges effectively and maintain a competitive edge in the market. (01:27:05) - Jeffery Liu is the co-founder and co-CEO of Assort Health, a San Francisco-based company specializing in AI-driven solutions for healthcare providers. In the conversation, Liu discusses how Assort Health's agentic platform enhances the entire patient journey by automating tasks such as call center operations, document processing, patient intake, care gap activation, and payment collection. He highlights the platform's ability to personalize patient interactions, reduce administrative burdens, and improve access to care, addressing challenges like long hold times and inefficient scheduling. (01:34:20) - Eliot Pence, co-founder of Dominion Dynamics, discusses the company's recent $100 million funding round aimed at building a Canadian defense technology firm focused on autonomous systems and Arctic domain awareness. He highlights Canada's rich defense tech history and the current opportunity to establish a major defense brand, emphasizing the importance of developing solutions for the Arctic's harsh environment to create significant competitive advantages. Pence also notes the company's strategic approach to cap table construction, incorporating both Canadian pension funds and global investors to support their vision of building a globally impactful, Canadian-owned enterprise. (01:41:06) - Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian digital business holding company, has led the firm to a successful $1.7 billion IPO, listing on the Nasdaq under the ticker "BSP" with an $18.4 billion valuation. In a recent conversation, he discussed the company's broad acquisition strategy, emphasizing the importance of predictability and long-term improvement in potential targets, rather than focusing solely on industry or synergy alignment. Ferrari also highlighted the time-intensive nature of their transformative integration process and reflected on their journey from an initial $10,000 acquisition to their current position, underscoring that, despite their achievements, the company's journey is just beginning. (02:03:39) - Nick Grossman, a partner at Union Square Ventures, discusses the firm's investment approach, emphasizing their focus on expansive technological waves that open new opportunities, such as the Web 2.0 era and the rise of agentic AI. He introduces the "Rebel Alliance" thesis, highlighting the vast ecosystem emerging around powerful AI models and the potential for generational companies to be built across various components of the agentic stack. Grossman also addresses the challenges and opportunities of thesis-driven investing, noting the importance of timing, team selection, and the balance between capital intensity and strategic positioning in the evolving AI landscape. (02:22:48) - Julian Hoenig, co-founder and chief design officer of Amble, discusses the inception of the Amble One, a street-legal electric buggy designed for short-range mobility in resorts and urban areas. The idea originated from a conversation with his friend José António Uva, who sought an aesthetically pleasing mobility solution for his resort in Portugal. Recognizing a broader market need, Hoenig and his team developed the Amble One, emphasizing design, comfort, and performance, with plans to begin deliveries to hospitality clients in 2027 and expand to consumer markets by 2028. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(02:02) - Rocket Lab Enters SpaceX Arena (10:32) - Comcast Splits in Two (12:16) - 𝕏 Timeline Reactions (21:15) - America's Tech Wishlist (44:02) - Zach Laberge, founder and CEO of Omen AI, discusses his company's development of real-time fluid monitoring systems for mission-critical machines, particularly in data centers. He explains how their sensors detect contaminants and bio-growth in liquid cooling systems, preventing costly downtime by enabling proactive maintenance. Laberge also highlights Omen AI's recent $31 million Series A funding, which will support team expansion and manufacturing growth. (52:23) - 𝕏 Timeline Reactions (58:15) - Gavin Uberti, CEO and co-founder of Etch, discusses the company's development of rack-scale inference hardware optimized for transformer models, emphasizing innovations like low-voltage inference and cluster-scale memory to enhance efficiency and performance. He highlights the importance of strong partnerships, particularly with TSMC, to overcome manufacturing challenges and meet the growing global demand for AI inference. Uberti also underscores the significance of assembling a talented team and securing strategic investors to drive Etch's ambitious roadmap in the rapidly evolving AI hardware landscape. (01:16:33) - Eren Bali, known for founding Udemy and Carbon Health, discusses his new venture, Monogram, a general-purpose AI application that provides interactive visual interfaces in response to user queries, distinguishing itself from traditional text-based AI interactions. Monogram emphasizes voice input for faster communication and delivers visual outputs for quicker comprehension, aiming to make AI more accessible for everyday tasks. Bali highlights his consistent focus on simplifying complex systems to broaden accessibility, as demonstrated in his previous ventures. (01:28:23) - Larsen Jensen, founder and general partner of Harpoon Ventures, is a former Olympic swimmer and Navy SEAL who transitioned into venture capital to invest in technology serving national interests. He discusses raising a $155 million fund, the evolution of defense-focused startups, and the importance of supporting high-octane founders with visionary ideas. Jensen also touches on his experiences in the SEAL teams, the significance of the Black Flag accelerator, and shares his perspective on the Enhanced Games. (01:42:22) - Ricky Rosa, founder and CEO of Oasis Devices, discusses the development of a smart ring designed to replace traditional keyboards by enabling private dictation and editing through touch and voice commands. He highlights the ring's advantages over existing devices like AirPods, emphasizing its ability to capture whispers in noisy environments and its multifunctionality as both a microphone and trackpad. Rosa also shares the company's progress, including a recent beta launch and the initiation of pre-orders for the device, with plans to ship in small batches starting in two weeks. (01:51:23) - Andrew Rea is the co-founder and CEO of Taxwire, a company offering a fully managed solution for global sales tax compliance. He discusses the challenges businesses face with indirect tax compliance, the increasing enforcement of sales tax regulations, and how Taxwire leverages AI to provide customer-friendly services in a market dominated by older, less adaptable companies. Rea also highlights the company's recent $25 million funding round and its role in disrupting traditional tax compliance services. (01:57:44) - Michael Anderson, co-founder of Framework Ventures, a San Francisco-based venture capital firm established in 2019, discussed the firm's evolution from its initial $15 million fund to managing several billion dollars across multiple funds. He highlighted their early focus on seed-stage venture investing in the crypto and web3 space, noting the global distribution of crypto entrepreneurs and the necessity of extensive travel to engage with them. Anderson also emphasized the firm's commitment to supporting world-class founders across various industries, including energy and AI, while maintaining a consistent venture thesis throughout their growth. (02:06:51) - Tristan Thompson, a Canadian-American professional basketball player, has played 13 seasons in the NBA, notably winning a championship with the Cleveland Cavaliers in 2016. In the conversation, Thompson discusses his transition into technology investments, highlighting early stakes in companies like Anthropic and SpaceX, and emphasizes the importance of betting on strong founders and leveraging his network to identify promising opportunities. (02:33:30) - Grant Gregory is a Partner at Cantos Ventures, a venture capital firm specializing in early-stage investments in near-frontier technologies. In the conversation, he discusses Cantos's investment strategy, emphasizing the importance of rapid iteration and testing in hardware startups, and highlights the firm's focus on deeply technical founders aiming to transform the physical world. Ian Rountree is the founder and managing partner of Cantos, a venture capital firm focused on "near frontier" technologies. He invests in deeply technical startups across AI, defense, aerospace, energy, biotechnology, and advanced manufacturing, backing founders building technologies that can reshape the physical world. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(02:21) - Open-Source AI Battle (14:33) - GLM-5.2 Review (21:38) - Google Throttles Meta (27:20) - 𝕏 Timeline Reactions (34:38) - Micron Margins Moon (38:48) - Comcast Splits in Two (43:04) - Europe Meets Suburbia (48:18) - Edward Gorberstein, head of engineering at the National Design Studio, discusses the launch of Ramparts, a local-first privacy model that allows users to control the data they share with AI by keeping personal information on their devices. He explains that existing AI models are too large to run in browsers, preventing in-browser PII removal, and emphasizes that Ramparts is open-source, with weights available on Hugging Face, enabling technical users to create custom applications. Gorberstein highlights the studio's mission to improve the American digital experience by developing user-centric software, citing previous successes like Trumper X, which saved users over $500 million in drug costs. (57:53) - 𝕏 Timeline Reactions (01:03:16) - Chad Rigetti, founder of Rigetti Computing, discusses his journey from developing quantum computing at IBM to establishing his own company, which went public in 2022. He highlights the importance of integrating quantum technologies into data centers to enhance AI capabilities, emphasizing the need for a multimodal approach to quantum hardware. Rigetti also addresses the challenges of transitioning from private to public markets and the significance of long-term strategic planning in the evolving quantum computing landscape. (01:28:42) - Pim de Witte, CEO of General Intuition, discusses the company's unique approach to AI development by leveraging extensive datasets of action-labeled video game footage to train models capable of spatial-temporal reasoning. He emphasizes the competitive nature of the AI industry and highlights General Intuition's distinct advantage: a proprietary dataset that enables their models to predict actions in both virtual and physical environments. Additionally, de Witte announces a recent $320 million funding round, bringing the company's valuation to $2.3 billion, which will support further advancements in their AI research and applications. (01:36:39) - Yadin Sofer, co-founder and CEO of Tracer, discusses the company's emergence from stealth with the launch of a subterranean defense technology firm. He highlights the challenges of underground operations, such as unpredictable geology, and emphasizes the importance of small-diameter, long-length designs for efficiency. Sofer also mentions Tracer's $25 million seed round aimed at collaborating with the military to establish a U.S. subterranean strategy for warfare. (01:42:52) - Jack Morris, co-founder and head of research at Engram, discusses the company's recent emergence from stealth with $98 million in funding from investors like General Catalyst, Kleiner Perkins, and Sequoia. Engram focuses on developing AI systems that enhance human intelligence by creating models capable of understanding users' unique contexts and workflows, thereby improving efficiency and reducing costs. Early enterprise partners include Microsoft, Notion, and Harvey, who benefit from these AI solutions that adapt to specific organizational needs. (01:48:03) - Neil Movva, co-founder and CEO of Sail Research, discusses his company's focus on building the most efficient inference systems for AI agents that operate autonomously over extended periods. He highlights their commitment to open-source models, such as GLM 5.2, and emphasizes the importance of optimizing the entire stack—from hardware to API—to enhance efficiency. Movva also notes the shift in AI workloads from human-in-the-loop tasks to background processes, predicting that background tasks will soon dominate, and underscores the need for infrastructure that supports long-running agents effectively. (01:54:34) - Jakob Diepenbrock, the 22-year-old General Partner of Discipulus Ventures, recently closed a $30 million fund targeting early-stage investments in defense-tech, energy, mining, manufacturing, and other critical industries. In the conversation, he discusses the firm's strategy of securing significant ownership in startups at low valuations by being the first investor, often assisting with company incorporation and subsequent fundraising. He highlights the advantages of El Segundo's robust engineering talent and supply chain infrastructure for hardware development, noting a shift from defense-focused investments to sectors like manufacturing, chemicals, industrials, space, and energy. (02:02:52) - Chris Altchek is the founder and CEO of Cadence, a health technology company that partners with major health systems to provide remote patient monitoring and management for chronic conditions. In the conversation, Altchek discusses Cadence's recent $100 million Series C funding, the company's rapid progress in automating chronic disease treatment, and the significant impact their technology has had on patient outcomes, including preventing strokes and heart attacks through real-time monitoring and intervention. (02:14:40) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:07) - TBPN at Cannes Lions Recap / Europe Considers AC (06:33) - The Current Creator Economy (19:56) - Kylie and Zuck vs Spiegel and RDJ (56:52) - Rockstar Energy CEO Selling Real Estate (01:01:28) - 𝕏 Timeline Reactions (01:21:16) - Softbank Pitch Deck (01:31:26) - 𝕏 Timeline Reactions (01:47:44) - Mini Truck Boom (01:57:48) - 𝕏 Timeline Reactions (02:02:48) - The WSJ Mansion Section (02:13:38) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

This is our full conversation with Jake Paul. We discuss Anti Fund's new $100M+ fund, why they're doubling down on AI, defense, robotics, and frontier technology, how Jake Paul built a media empire from Vine to boxing, the future of Most Valuable Promotions and women's boxing, what separates great founders from great celebrities, and why they're betting that the next wave of value creation will come from AI, hardware, energy, and the physical world. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:34) - Midjourney Medical (25:50) - AI Talent Wars 2.0 (31:58) - Derek Thompson, co-author of *Abundance* and host of the *Plain English* podcast, discusses the stagnation in chair design over millennia, noting that chairs have maintained a consistent form since ancient times. He reflects on the challenges of implementing the "abundance agenda" from his book, highlighting mixed results in political adoption and the need for a prominent champion to advance these ideas. Additionally, Thompson explores the modern obsession with self-optimization, expressing concern that the focus on quantifiable health metrics may overshadow the broader purpose of living a fulfilling life. (01:00:57) - Rene Haas, CEO of Arm Holdings since February 2022, discusses the transformative impact of artificial intelligence (AI) on the technology industry, likening current advancements to science fiction becoming reality. He highlights AI's insatiable demand for computational resources, emphasizing the need for increased storage, memory, and processing power. Haas also notes the widespread integration of AI across various sectors, including legal and finance, and underscores the importance of scaling compute capabilities to address complex engineering challenges. (01:34:22) - Rob Slaughter, co-founder and CEO of Defense Unicorns, discusses the challenges of delivering modern software to military assets and highlights his company's efforts to simplify this process through a comprehensive tech stack. He emphasizes the evolving nature of warfare, noting the shift from large numbers of personnel managing relatively few aircraft to a future where a small number of airmen oversee thousands of autonomous systems, underscoring the critical need for rapid software updates and secure systems. Slaughter also praises the Department of War's initiatives, such as hackathons, which foster collaboration between industry and military personnel, enabling real-time feedback and innovative solutions to complex defense challenges. (01:41:39) - Rob Reid is a venture capitalist and author who founded Listen.com, the company behind Rhapsody, the first on-demand music streaming service. He discusses his early involvement in the internet boom, the challenges of being a solo founder, and his transition into biosecurity, emphasizing the risks associated with synthetic biology and the need for proactive measures to prevent potential bioterrorism. (02:06:48) - Thais Castello is the founder of Taste Labs, a company specializing in AI and automation technology to assist retailers and content creators in acquiring new customers. In the conversation, she discusses the challenges of defining 'taste' in AI, emphasizing the importance of raising the quality bar to combat repetitive and low-quality content, and highlights the necessity of building a diverse community of experts to map a wide range of preferences. (02:22:46) - David Senra is the creator and host of the David Senra podcast, one of the most popular business podcasts in the world. Through in-depth studies of entrepreneurs like Steve Jobs, Estée Lauder, and Henry Ford, he extracts the lessons, habits, and strategies behind building enduring companies and shares them with millions of listeners. (03:10:52) - Jake Paul & Geoffrey Woo. Jake Paul, an American influencer and professional boxer, discusses raising an oversubscribed $100 million for his venture capital firm, Anti Fund, with lead investor Aquarian Holdings. He highlights their barbell investment strategy, placing significant checks into growth-stage companies led by top founders and supporting early-stage ventures from inception. Paul also emphasizes leveraging his extensive experience in digital content creation to assist portfolio companies in enhancing their marketing strategies and user engagement. Geoffrey Woo is the co-founder and CEO of Bedrock, a health technology company focused on preventive care, diagnostics, and longevity. Previously the co-founder of HVMN, he is known for his work at the intersection of human performance, metabolic health, and data-driven approaches to extending healthy lifespan. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:48) - Snap Specs (17:39) - Midjourney Hardware (18:56) - Taste Labs (29:27) - Eric Newcomer, an American journalist and founder of the "Newcomer" newsletter, discusses his transition from traditional media to independent journalism, emphasizing the importance of building trust and transparency with his audience. He highlights the challenges and opportunities in covering Silicon Valley, noting the evolving dynamics between venture capitalists and founders, and the impact of AI on the media landscape. Newcomer also shares insights into his business model, including revenue streams from subscriptions and events, and reflects on the future of independent media ventures. (01:05:19) - Merrill Lutsky, a key figure at Cursor, discusses his early fascination with space exploration, inspired by films like "October Sky," and how this passion led him to his current role. He elaborates on the recent partnership between Cursor and SpaceX, highlighting the excitement within the team and the potential for advancements in model training. Additionally, Lutsky introduces Origin, a Git infrastructure designed for the agentic era, emphasizing its scalability and the goal of achieving more autonomous, self-driving pull requests. (01:17:38) - Carter Reum, co-founder of venture capital firm M13, discusses the U.S. soccer team's historic World Cup performance, highlighting their unprecedented scoring success. He reflects on M13's decade-long journey, noting investments in 17 unicorns, including SpaceX, and emphasizes the importance of investing in cycles, particularly in emerging technologies like AI. Reum also shares insights on the evolving venture capital landscape, stressing the need for clear communication and strategic differentiation in a competitive market. (01:36:46) - Swami Sivasubramanian, Vice President for Agentic AI at Amazon Web Services (AWS), has been instrumental in developing AI services like Amazon DynamoDB, Amazon SageMaker, Amazon Bedrock, and Amazon Q. In the conversation, he discusses the transformative potential of agentic AI, highlighting AWS's launch of Qlik Autonomous Agent to integrate context across tools, and Continuum, a service designed to continuously enhance security by integrating AI into software development processes. He emphasizes the importance of balancing speed and security in AI adoption, noting that AWS's innovations aim to empower enterprises to build trustworthy and efficient AI agents. (01:50:21) - Thomas Suarez, founder and CEO of Raven Resonance, discusses the development of Raven Prism, the world's first ambient computer in the form of stylish glasses. He highlights its standalone Linux-based operating system, privacy-preserving eye control, and hot-swappable batteries for all-day use. Suarez emphasizes the device's focus on micro-interactions and contextual information, aiming to seamlessly integrate technology into daily life. (02:07:12) - Mark Gurman is a prominent technology journalist known for his in-depth coverage of Apple Inc. He discusses the recent enhancements to Siri introduced at WWDC 2026, highlighting features like personal context understanding and improved workflow capabilities, such as sending calendar availability via email. Gurman also notes that while Siri's new AI functionalities are robust, they may not fully replace advanced tools like ChatGPT for more complex tasks. (02:39:22) - Ryan Daniels is the co-founder and CEO of Crosby, an AI-powered law firm that combines artificial intelligence with human expertise to expedite contract negotiations. In the conversation, he discusses the publication of a new benchmark evaluating AI agents in legal negotiations, highlighting the complexity of contract discussions and the challenges AI faces in replicating nuanced legal judgment. Daniels emphasizes the importance of integrating AI with human oversight to enhance efficiency while maintaining the quality of legal services. (02:46:53) - Isaiah 25edj1g discusses his company's development of AI systems that replace traditional call center bots, focusing on complex and high-stakes calls in sectors like healthcare, airlines, and eventually 911 services. He highlights their approach of training proprietary models without relying on OpenAI, and mentions their viral marketing strategies, including collaborations with celebrities like Soulja Boy and Paul Lieberstein, to attract enterprise clients. Additionally, Isaiah shares that their recent funding round raised $50 million, with participation from insiders, Dell, and HubSpot. (02:56:37) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:05) - SpaceX Rips (08:00) - Andrew Lee, co-founder of Firebase (acquired by Google in 2014), discusses his latest venture, Tasklet, an AI agent platform that integrates with various work tools to automate workflows. He highlights Tasklet's rapid growth, achieving a $7 million run rate, and its ability to dynamically generate integrations using AI, enabling connections to both public and internal APIs. Lee also mentions a recent $20 million funding round and emphasizes Tasklet's competitive positioning against major AI labs. (18:14) - Stamatis Floratos is the co-founder and CEO of Eden Robotics, a company developing autonomous robots for industrial and commercial applications. In the conversation, he discusses their semi-humanoid robot with a wheeled base and two human-like arms equipped with grippers capable of performing over 80% of industrial tasks. He highlights the robot's 20-hour battery life and their innovative "labor as a service" model, charging clients per hour of robot operation, which has been well-received by customers. (26:20) - Hugo Frisk, co-founder and CEO of Tenet Industries, discusses his company's focus on mass-producing low-cost defense systems by applying principles from electronics and automotive manufacturing. He highlights the challenges of extending drone range without GPS, emphasizing the need for improved navigation systems and autonomy to overcome jamming issues. Frisk also outlines their business model, starting with private company sales and scaling up to government contracts, while addressing counter-UAS technologies and the importance of efficient, scalable production methods. (36:01) - Dr. Efrain Torres, co-founder of Adelante, discusses their development of mobile whole-body MRI units for cancer screening, emphasizing the safety and cost-effectiveness of their technology. He highlights the system's lighter weight, reduced power consumption, and quieter operation, enabling scans at $250 each, significantly lower than competitors. Torres also outlines their strategy of deploying traditional MRIs in mobile units to build distribution channels ahead of their proprietary system's FDA approval, aiming for profitability upon its clearance. (42:13) - Russell Smith, an entrepreneur and founder of 9 Mothers, discusses his journey from participating in Y Combinator's Summer 2012 batch to developing AI-powered counter-drone systems for the Department of Defense. He highlights the challenges of detecting and neutralizing fast-moving drones using a combination of sensors and kinetic methods, emphasizing the importance of sensor fusion to address various environmental conditions. Smith also shares the company's progress, including delivering units to the DoD, plans for significant revenue growth, and the development of a belt-fed shotgun system to enhance their counter-drone capabilities. (49:41) - Payton Case, founder of Dispatch Space, discusses his company's focus on building reentry vehicles to transport advanced materials manufactured in microgravity back to Earth, emphasizing applications in the semiconductor industry. He highlights a pilot mission with a paying customer to grow semiconductor crystals in space, noting that microgravity conditions yield crystals with up to a thousand times fewer defects. Case also shares his entrepreneurial journey from working in a smoothie shop to leading a space technology company and mentions the positive progress of their fundraising efforts. (54:24) - Akshay Trikha, co-founder of Madrone, is developing hyper-efficient cooling systems for data centers, particularly in hot and dry climates where hyperscaling is prevalent. He highlights that data centers are currently constrained by power availability rather than chips or land, with cooling consuming up to 40% of power that could otherwise be allocated to computational tasks. Madrone's innovative thermodynamic process aims to reduce power and water usage by 30%, enabling data centers to install more GPUs within existing grid permits and significantly lowering operational costs. (01:00:56) - New Snap AR Glasses (01:07:09) - Diana Hu, a Managing Partner at Y Combinator, co-founded Escher Reality, an augmented reality backend company acquired by Niantic in 2018, where she subsequently led the AR platform team. In the conversation, she reflects on her entrepreneurial journey, noting the significant growth of Y Combinator since her participation in 2017, and discusses the rapid revenue achievements of current startups, attributing this acceleration to advancements in agentic coding. She also emphasizes the importance of tailored advice for startups, recognizing that strategies should vary based on the company's focus, such as core infrastructure or defense applications. (01:20:51) - Harj Taggar, a Managing Partner at Y Combinator, co-founded Auctomatic in 2007 and Triplebyte in 2015, and was the first non-founder partner at YC in 2010. He discusses the evolving educational backgrounds of YC founders, noting a decline in computer science degrees and a rise in physics and math backgrounds, suggesting a shift towards first-principles thinking. Taggar also observes that while initial concerns about large AI labs dominating the field have subsided, founders are now focusing on creating tools and infrastructure that these labs are unlikely to develop, emphasizing the importance of identifying opportunities beyond the labs' scope. (01:38:36) - Garry Tan, born in 1981, is a Canadian-American venture capitalist and entrepreneur, currently serving as the President and CEO of Y Combinator. In the transcript, Tan discusses the growing trend of hard tech startups, emphasizing the importance of innovation in defense technology and the structural challenges faced by large tech companies in delivering desired technologies. He also highlights the potential of AI in transforming various industries and the need for startups to focus on creating products that people genuinely want. (02:00:30) - Connor Hayes, a longtime Meta executive, was appointed head of Threads in mid-2025, transitioning from his role as Vice President of Product for Generative AI. In the conversation, Hayes discusses Threads' growth to 500 million monthly users, emphasizing the platform's focus on fostering diverse communities and enhancing user engagement through features like Live Chats for events such as F1 and the NBA Finals. He highlights the app's commitment to being a "quiet" space for public conversation, differentiating it from other platforms by avoiding features like vertical video feeds, and underscores the importance of balancing growth metrics with the goal of facilitating meaningful interactions. (02:21:04) - Luke Burgis is an entrepreneur, author, and educator known for his work on mimetic desire and social contagion. In his conversation, he discusses how desires are often unconsciously shaped by others, the impact of artificial intelligence on these dynamics, and the importance of developing a strong personal identity to navigate societal pressures. (02:37:35) - Anda Gansca is the co-founder and CEO of Notch, a leading digital intelligence and optimization platform for Fortune 500 brands. In a recent conversation, she introduced ACE, a new infrastructure designed to enhance website conversion rates for both human users and AI agents. Gansca emphasized the importance of creating personalized digital experiences that cater to the evolving landscape of web traffic, where AI agents are becoming increasingly prevalent. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com...

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:57) - Freedom 250 Recap (04:43) - Bo Nickal, a former Penn State wrestling champion turned UFC middleweight fighter, recently secured a first-round knockout victory over Kyle Daukaus at UFC Freedom 250, held on the White House South Lawn. In the conversation, Nickal discusses his early awareness of the event, having known seven months prior that he would be on the card, which allowed him to prepare thoroughly. He reflects on the unique atmosphere of the fight, noting the supportive crowd reminiscent of his college wrestling days, and shares his plans to capitalize on the media attention post-fight, including a media tour and a trip to Japan. (14:11) - The Hand Anthropic Was Dealt (21:45) - Meta Tracks AI Usage (30:24) - Gavin Baker, Chief Investment Officer and Managing Partner at Atreides Management, is a seasoned investor with a background in technology and consumer sectors. In the transcript, he discusses the successful execution of SpaceX's IPO, highlighting the company's rapid ascent in the AI compute sector through strategic deals with Google and Anthropic, and emphasizes the importance of scaling terrestrial compute and the potential of orbital data centers to reduce infrastructure costs. (01:03:41) - Leif Abraham, co-CEO of Public.com, discusses the unprecedented retail investor interest in SpaceX's IPO, noting that nearly half of all stock purchases on their platform that day were for SpaceX, making it the most popular IPO they've ever seen. He highlights the challenges retail investors face in obtaining significant allocations during high-demand IPOs, as banks often prioritize their wealthier clients, resulting in limited shares for the general public. Abraham also addresses concerns about SpaceX's inclusion in major indices, emphasizing that Public.com offers direct indexing tools, allowing investors to customize their portfolios by excluding specific stocks like SpaceX if desired. (01:16:58) - Fox Buys Roku (01:28:31) - 𝕏 Timeline Reactions (01:46:44) - Aaron Ginn is the CEO and co-founder of Hydra Host, a company specializing in GPU management platforms for AI infrastructure. In the conversation, he discusses the challenges of regulating technology adoption, emphasizing the importance of empowering parents to educate their children on social media use rather than implementing total bans. He also highlights Hydra Host's recent $100 million Series A funding, which will be used to expand their software solutions for data centers, enabling them to become NEO clouds without owning physical GPUs. Additionally, Ginn addresses the global competition in AI, noting that China's rapid adoption of AI technologies may render U.S. export restrictions less effective. (02:00:19) - Rafael Vivas, General Manager of New Initiatives at AppLovin, discusses the company's evolution from struggling to raise venture capital to becoming a leading mobile ad platform valued at $180 billion. He highlights the vast and diverse mobile gaming market, emphasizing its significant growth and the increasing need for effective distribution strategies. Vivas also touches on the integration of AI in enhancing advertising algorithms and internal efficiencies, as well as the company's focus on expanding its e-commerce initiatives and maintaining customer retention through profitable advertising solutions. (02:16:13) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full conversation with Gavin Baker. We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are reshaping capital markets, why sovereign AI strategies may struggle to compete with frontier labs, and what the future of data centers, orbital compute, and the AI endgame could look like. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:34) - SpaceX IPO Coverage (21:25) - Vindication for Elon Musk (35:31) - SpaceX IPO 𝕏 Timeline Reactions (01:03:38) - Oasis Faces LMNT Lawsuit (01:20:16) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:31) - Bezos AI Play (15:44) - Is TSA Goated? (20:12) - Future of Airports (25:07) - 𝕏 Timeline Reactions (46:45) - David Reger, founder and CEO of Neura Robotics, is a pioneer in cognitive robotics, aiming to integrate robots into daily life by enhancing their cognitive abilities. In the conversation, he discusses the company's focus on developing robots with physical AI brains capable of performing tasks autonomously across various sectors, emphasizing the importance of diverse embodiments, including mobile manipulators and humanoids, to adapt to human-centric environments. Reger also highlights the establishment of Neura Gyms worldwide, facilities designed to train robots in physical tasks, thereby generating essential data to refine their AI capabilities. (01:00:23) - Mike Wior, co-founder and CEO of Allen Control Systems (ACS), discusses the company's development of Bullfrog, an autonomous robotic weapon station designed to counter small, fast-moving drones by combining AI, computer vision, and machine learning to achieve both speed and accuracy. He highlights Bullfrog's 100% success rate in neutralizing 13 Army-operated drones during a November field test, emphasizing its capability to address the evolving drone threat landscape. Wior also notes ACS's rapid growth, with the team expanding to approximately 250 employees and securing a $200 million Series B funding round to scale manufacturing and deployment efforts. (01:10:18) - 𝕏 Timeline Reactions (01:14:14) - Ariel Cohen, co-founder and CEO of Navan, has a background in product management and leadership roles at companies like Jive Software and Hewlett-Packard. He discusses Navan's significant growth, highlighting a 50% increase in usage and a 40% rise in revenue, attributing this success to the essential need for face-to-face business interactions. Cohen also emphasizes the company's strategic use of AI to enhance user experience, streamline operations, and drive efficiency in business travel management. (01:37:06) - Jeff Tatarchuk, co-founder and Chief Growth Officer of TensorWave, discusses the company's exclusive focus on building AI infrastructure with AMD GPUs, stemming from their prior collaboration with AMD during the Xilinx acquisition. He highlights the initial supply constraints of Nvidia chips in 2022-2023, which led to exploring AMD's offerings, and emphasizes the importance of developing a robust ecosystem to support AMD's hardware, addressing software gaps and reducing dependency on a single vendor. Tatarchuk also notes that while CUDA's ecosystem presents challenges, efforts are underway to create a heterogeneous stack that allows seamless switching between different GPU platforms. (01:47:30) - Matt Joseph, co-founder and CTO of Minerva, an AI platform for consumer marketing, discusses how their technology helps brands unify first-party data from various systems, creating a comprehensive consumer profile to optimize sales and marketing strategies. He highlights their expansive dataset covering 270 million Americans, enabling performance marketers to better understand their consumer base and tailor marketing efforts accordingly. Joseph also shares insights into their collaboration with the NBA, where Minerva powers consumer analytics platforms to assist teams in identifying and targeting specific audience segments for ticket sales and other marketing initiatives. (01:57:01) - CAA Fund (02:03:37) - Ade Ajao, co-founder and Managing Partner at Base10 Partners, shared his journey from co-founding Tuenti, the "Spanish Facebook," to leading Base10's recent $850 million fundraise, bringing their assets under management to $2.6 billion. He discussed the firm's focus on automating the real economy through applied AI, emphasizing the importance of understanding client needs over industry labels. Ajao also highlighted the evolving venture capital landscape, noting the rapid growth of AI applications in sectors like logistics and transportation. (02:14:32) - Jeremy Fraenkel, CEO and co-founder of Fundamental, discusses his company's development of a foundation model for tabular data, aiming to enhance enterprise decision-making by pre-training on billions of tables. He highlights the model's success in accurately predicting Argentina's 2022 World Cup victory ahead of betting markets and shares its current predictions for the 2026 World Cup, favoring Spain over France and identifying Argentina as a strong runner-up. Additionally, Fraenkel mentions that Fundamental recently raised $275 million from investors including Oak, Valor Battery Ventures, Salesforce, and notable angels like Alvin Srinivas. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

This is our full conversation with Cloudflare CEO Matthew Prince. We discuss why AI agents are already generating more web traffic than humans, how the internet must be rebuilt to support billions of autonomous agents, why Cloudflare is betting heavily on young talent in the age of AI, and what the future of inference, infrastructure, and long-running AI agents will look like. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:26) - The Social Reckoning Trailer Reactions (15:24) - Fable 5 Sparks Safety Debate (30:06) - Farza Majeed discusses his journey from creating an AI tutor for DaVinci Resolve to developing Clicky, an AI assistant that executes user commands on computers. He explains Clicky's functionality, including real-time GPT responses and integration with models like Fable 5 for screen understanding, and addresses the business model, emphasizing cost-effective agentic work and a $20 monthly subscription. Majeed also highlights the importance of balancing his media presence with startup development and expresses his vision for Clicky as a versatile interaction layer across devices. (44:52) - Trent Simonian, co-founder of Sidetalk, a New York City-based one-minute street show, discusses the show's origins, emphasizing its commitment to capturing candid, high-energy street interviews without staging. He highlights the importance of creating shareable and engaging content, noting that their approach has led to collaborations with major brands like Nike and the NFL. Simonian also touches on the challenges of monetizing short-form content, explaining that while platforms like TikTok and Instagram haven't provided direct revenue, Sidetalk generates income through branded content and merchandise sales. (59:25) - Sridhar Ramaswamy, CEO of Snowflake since February 2024, previously led Google's advertising products and co-founded the AI-powered search engine Neeva. He discusses how Snowflake's AI-driven tools, like Snowflake Cowork, have significantly reduced data integration times and enhanced conversational data access, enabling businesses to solve complex problems interactively. Ramaswamy also highlights the company's focus on streamlining migrations from legacy platforms, reducing timelines from years to quarters, and emphasizes the importance of effective go-to-market strategies and partnerships, such as with AWS, to deliver joint solutions to customers. (01:16:27) - 𝕏 Timeline Reactions (01:28:50) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the company's recent acquisition of Void Zero, the creators of Vite, a popular developer platform. He highlights the synergy between Vite and Cloudflare's infrastructure, emphasizing the potential to enhance support for internet agents and improve developer experiences. Prince also addresses the challenges developers face with CPU bottlenecks and outlines Cloudflare's strategies to optimize performance and efficiency in the evolving digital landscape. (02:04:41) - Vinod Khosla, founder and managing director of Khosla Ventures, discusses the significance of auto formalization in enhancing AI reliability by converting human language into machine-checkable formats, thereby reducing issues like hallucinations. He highlights Pramana's role in this field, particularly in formalizing complex domains such as tax law to ensure precision and compliance. Khosla emphasizes that while large AI labs continue to expand, there remains substantial opportunity for ventures addressing specific challenges through auto formalization. (02:15:41) - Ranjan Rajagopalan, founder of Pramaana Labs, discusses the company's mission to enhance AI accuracy in critical fields like tax, legal, healthcare, and governance by focusing on formal verification to prevent catastrophic errors. He explains their approach of converting complex regulations into formal languages, enabling AI systems to provide provably correct answers with mathematical proofs, thereby increasing trust and reliability in AI applications. Rajagopalan also highlights the importance of integrating formal verification with large language models to ensure AI outputs are verifiable and dependable in high-stakes domains. (02:28:49) - Markie Wagner is the founder and CEO of Poetic, an AI startup backed by OpenAI, Kleiner Perkins, and Founders Fund, focusing on automating complex business processes with high accuracy. In the conversation, she discusses the challenges of capturing undocumented, intricate rules within large organizations and emphasizes the necessity of AI systems that can learn and execute these processes with near-perfect precision. She also highlights the importance of forward-deployed engineers who not only possess technical expertise but can also drive organizational change to effectively implement AI solutions. (02:45:33) - Bret Taylor, an American computer scientist and entrepreneur, co-created Google Maps, served as Facebook's CTO, chaired Twitter's board, and co-CEOed Salesforce before founding Sierra, an AI startup specializing in autonomous customer service agents. Taylor discusses Sierra's recent achievement of FedRAMP High certification, enabling federal agencies to utilize their AI solutions, and emphasizes the potential of AI to enhance government services like Medicare and passport processing by improving efficiency and accessibility. He also highlights the importance of multilingual support and the role of AI in transforming customer service interactions within the public sector. (03:02:08) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:16) - WWDC Day 1 (31:41) - Claude Fable 5 (34:02) - Meta Trains Data Center Workers (38:27) - RJ Scaringe, born January 19, 1983, is an American engineer and the founder and CEO of Rivian Automotive, an electric vehicle manufacturer. In the conversation, he discusses the launch of the R2 SUV, emphasizing its role in making Rivian's vehicles more accessible and highlighting its advanced features, including a range of up to 345 miles and a 0–60 mph acceleration in as quick as 3.6 seconds. Scaringe also outlines Rivian's strategic focus on scaling production and enhancing autonomous driving capabilities, aiming for Level 4 autonomy by 2028. (01:04:32) - Chris Miller, an economic historian and professor at Tufts University, is the author of "Chip War: The Fight for the World's Most Critical Technology," which examines the global competition over semiconductor technology. In the conversation, he discusses the recent surge in semiconductor spending driven by AI advancements, the cautious expansion strategies of manufacturers like TSMC, and the geopolitical implications of China's investments in AI infrastructure. (01:29:45) - Evan Beard, CEO and Chief Engineer of Standard Bots, discusses the company's recent $200 million Series C funding at a $1 billion valuation, plans to quadruple manufacturing capacity, and the goal to account for 10% of U.S. industrial robot deployments next year. He highlights the need for domestic production, noting that nearly all U.S. robots are foreign-made, and emphasizes Standard Bots' focus on AI-driven, user-friendly robots that can be trained through demonstration. Beard also addresses the challenges of humanoid robots in industrial settings, suggesting that static or mobile bases with flexible configurations offer better ROI and performance. (01:39:41) - Nick Leisure, co-founder and CEO of Sandstone, discusses the company's recent $30 million Series A funding led by Lightspeed and their rapid growth, deploying legal relationship management tools to dozens of Fortune 500 and mid-market companies, achieving a 40x business growth in 150 days. He highlights Sandstone's focus on centralizing intake and knowledge for in-house legal teams, enabling effective AI workflows, and differentiating from traditional contract lifecycle management tools. Leisure also addresses the evolving role of AI in legal services, emphasizing the need for experienced in-house counsel and the increasing importance of technical roles within legal teams. (01:52:39) - Chris Matarese, co-founder, President, and CFO of NinjaOne, discusses how NinjaOne addresses the complexity and fragmentation in IT management by unifying various operations into a single, modern, cloud-native platform, enabling organizations to reduce costs and simplify workflows. He highlights that the average NinjaOne customer replaces seven point solutions, thereby eliminating inefficiencies and security risks associated with managing multiple tools. Additionally, Matarese emphasizes the company's adaptability, noting that while NinjaOne aims to provide comprehensive solutions, it also integrates with existing point solutions that customers find valuable, ensuring a seamless and unified IT management experience. (02:06:41) - Alex Heath is the Deputy Editor at The Verge, where he covers major technology companies, AI, social media, and the future of consumer tech. He is also the author of Sources, a newsletter focused on the inner workings of Silicon Valley and the biggest stories shaping the tech industry. (02:34:20) - Rob Schroder Jr. is the founder and managing partner of Vinyl Equity, a growth investment firm focused on partnering with technology companies and founders. He is known for his long-term approach to investing, working closely with entrepreneurs to help scale businesses while emphasizing sustainable growth and operational excellence. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:13) - WWDC Reactions (19:30) - Jobs Up Stocks Down (23:45) - VC Horror Stories (40:40) - Will Marshall, co-founder and CEO of Planet, discusses the company's mission to make global change visible and actionable through a fleet of over 200 Earth-imaging satellites that capture daily images of the entire landmass at approximately 3-meter resolution. He explains their vertically integrated approach, building custom components for their satellites, and highlights applications such as detecting methane leaks, monitoring deforestation in the Amazon, and assisting in disaster response. Marshall also touches on their diverse clientele, including defense and intelligence sectors, commercial industries like agriculture and energy, and recent capital-raising efforts to secure the company's long-term future. (57:45) - Baroness Dambisa Moyo is a Zambian-born economist, author, and investor who serves as a member of the UK House of Lords and sits on the boards of major corporations like Chevron, Starbucks, and Conde Nast. She discusses the critical role of corporate boards in strategic oversight, CEO selection, and societal engagement, emphasizing the importance of adaptability and partnership with governments, especially in the context of emerging technologies like AI. Moyo also highlights the need for companies to balance risk-taking with long-term sustainability, drawing from her extensive experience on boards of both longstanding and tech-based organizations. (01:27:16) - Samuel Hume, a medical doctor, scientist, and co-founder of Somatic Labs, is dedicated to advancing the frontiers of medicine and science. He discusses the challenges in biotech, particularly the impact of patent cliffs on pharmaceutical companies, and highlights the promising results of the RASolute 302 trial, where the investigational drug daraxonrasib nearly doubled overall survival in patients with metastatic pancreatic cancer. Additionally, Hume introduces Somatic Labs' efforts to expedite drug development by automating systematic reviews using AI, aiming to reduce the process from years to mere hours. (01:43:25) - David Kirtley, co-founder and CEO of Helion Energy, discusses the company's recent $465 million Series G funding round and the development of their seventh-generation fusion system, Polaris, in Washington state. He explains Helion's unique approach to fusion energy, focusing on direct electricity extraction from fusion reactions to achieve high efficiency and scalability. Kirtley also outlines plans to build a 50-megawatt fusion power plant for Microsoft by 2028, emphasizing modular, scalable systems for rapid deployment and global impact. (02:00:51) - Pete Florence, co-founder and CEO of Generalist AI, has an extensive background in robotics and AI, including a PhD from MIT and experience as a Senior Research Scientist at Google DeepMind. In the conversation, he discusses his journey from academia to industry, highlighting his collaborations with co-founders Andy Barry and Andy Zeng, and their collective decision to establish Generalist AI to advance general-purpose robotics. Florence emphasizes the company's focus on developing versatile robotic systems that extend beyond humanoid forms, aiming to address a wide range of applications through scalable AI models and innovative data collection methods. (02:23:26) - Jordan Bramble, CEO and co-founder of Antares Nuclear, discusses the recent successful criticality demonstration of their advanced reactor design, the Mark-0, at Idaho National Laboratory (INL). This milestone, achieved under the U.S. Department of Energy's Reactor Pilot Program, marks the first privately developed advanced reactor to go critical in the U.S. in decades. Bramble emphasizes the significance of this achievement in revitalizing America's nuclear industry and highlights the collaborative efforts with INL and the DOE that facilitated this success. (02:46:22) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

This is our full conversation with Alex Karp, recorded live at AIPCon 10. We discuss why he believes taste is the most important competitive advantage in the age of AI, how enterprises are struggling to turn AI hype into real business value, why "tokenmaxxing" and AI overuse can distract companies from solving meaningful problems, and the growing risk of AI regulation and nationalization. Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:00) - - Live from Palantir's AIPCon 10 (12:38) - - Ramp raises $750M at $44B valuation (15:19) - - Timeline reactions (23:57) - - Alex Karp, co-founder and CEO of Palantir Technologies, discusses the evolution of artificial intelligence (AI) adoption, noting a shift from skepticism to widespread recognition of its value, while cautioning against unproductive overuse. He emphasizes the importance of taste and discernment in effectively integrating AI into business processes, highlighting that successful implementation requires more than just technical capability. Karp also warns of potential nationalization and regulation of AI technologies by governments, urging proactive engagement to address these challenges. (48:04) - - Peter Zaffino, born in 1967, is the Chairman and CEO of American International Group (AIG), having joined the company in 2017 as Executive Vice President and Global Chief Operating Officer. In the conversation, Zaffino discusses AIG's global operations, emphasizing its balanced international and North American presence, and highlights the company's focus on managing complex risks for large clients. He also elaborates on AIG's partnership with Palantir Technologies, detailing how their collaboration has enhanced data integration and decision-making processes within the organization. (01:01:35) - - Chad Wahlquist, a Forward Deployed Architect at Palantir Technologies, discusses his role in assisting clients to decompose complex problems and apply Palantir's technology in innovative ways. He emphasizes the importance of integrating AI with human processes to model business operations effectively, highlighting the ontology's role in providing a structured worldview that enhances decision-making. Wahlquist also addresses the balance between software malleability and enterprise-grade robustness, advocating for adaptable systems that empower users while maintaining security and scalability. (01:22:35) - - Timeline reactions (01:25:22) - - Sam Berry, a USDA employee with a background in engineering and a family history in farming, discusses the diverse roles of the USDA, including food inspections, SNAP administration, and scientific research. He highlights the importance of technological advancements in agriculture, such as automation and AI, to address challenges like workforce shortages and pest control. Berry also emphasizes the need for effective data collection and management to ensure program integrity and support national food security. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:35) - Microsoft Chases the Frontier (05:00) - Project Solara (16:19) - Mikey Shulman, representing Suno, discusses the company's recent achievement of raising over $400 million, led by Bond, highlighting significant traction and progress in user engagement and retention. He emphasizes the importance of retention as a key metric, noting that improvements in the product have led to increased user engagement and a broader audience. Shulman also addresses the evolving perception of AI-generated music, suggesting that as more people experience the product, acceptance grows, and he envisions a future where AI tools like Suno become integral to creative processes in the music industry. (35:20) - 𝕏 Timeline Reactions (43:28) - Samir Chaudry is an American entrepreneur and co-host of the YouTube channel "Colin and Samir," where he interviews creators and discusses the creator economy. In the conversation, he explores the evolving collaboration between YouTube creators and Hollywood, emphasizing the emergence of internet-native filmmakers and the significance of community-driven intellectual property. He highlights the success of horror and animation genres on YouTube, noting their potential for adaptation into feature films, and underscores the importance of development support for creators transitioning to larger projects. (01:08:47) - Tom Farley, CEO of Bullish and former President of the NYSE Group, discusses his career trajectory from traditional finance to the digital asset sector, highlighting his early investment in Coinbase and the evolving role of blockchain in financial markets. He reflects on the maturation of the cryptocurrency industry, noting its transition from speculative hype to a more stable and institutionalized market, and emphasizes the potential for blockchain technology to revolutionize global securities by enhancing transparency and efficiency. Farley also addresses the challenges and opportunities in integrating digital assets with traditional financial systems, underscoring the importance of regulatory clarity and technological innovation in driving future growth. (01:32:48) - Nikesh Arora, an Indian-American business executive born in 1968, has been the chairman and CEO of Palo Alto Networks since June 2018, following senior roles at Google and SoftBank. In the conversation, Arora discusses the challenges AI models like Anthropic's Mythos face in cybersecurity, emphasizing issues such as high false positive rates and the lack of real-time enforcement capabilities. He also highlights the importance of focusing on detection and remediation over mere protection, given the evolving AI-driven threat landscape. (01:56:04) - Henri Stern, co-founder and CEO of Privy, a blockchain infrastructure company, discusses his participation in the Money 2020 fintech conference in Amsterdam, where Privy launched new products in partnership with Deel to enable contractors to receive stablecoin payments globally. He highlights the growing adoption of stablecoin cards that allow users to spend stablecoins directly through traditional payment networks like Visa and MasterCard, facilitating seamless transactions for merchants. Stern also notes the significant adoption of stablecoins in regions like Latin America and Southeast Asia, while acknowledging the regulatory restrictions in countries such as China that limit stablecoin usage. (02:11:13) - Alex Good, a former Army officer and experienced professional in finance and technology, has transitioned into the crypto and AI sectors, focusing on developing protocols that integrate these fields. He discusses the challenges at the intersection of crypto and AI, including increased hacking incidents due to AI's ability to evaluate human-written code, and emphasizes the need for secure protocols to prevent unauthorized transactions. Good also shares his "doom thesis," suggesting that AI might accelerate the emergence of surveillance states, prompting capital to move into privacy-focused cryptocurrencies like Zcash. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(00:21) - Google Taps Berkshire (24:37) - Berkshire Bets on Housing (38:54) - History of Confidential IPO Filings (46:33) - Jack Doohan, an Australian racing driver, discusses his journey from karting in Australia to becoming a Formula One driver, including his early move to Europe at 13 and his progression through the racing ranks. He shares the challenges he faced, such as being sidelined six races into his F1 career due to circumstances beyond his control, which led him to explore his interest in AI and technology. This exploration culminated in the founding of Muse, a company aimed at solving data fragmentation issues in the food and beverage industry by unifying various systems into a single, orchestrated platform. (01:07:48) - Nate Cavanaugh, co-founder of Special, discusses the launch of their new holding company aimed at applying AI tools to the $10 trillion Main Street services economy, starting with healthcare. He explains their strategy to acquire independent small businesses, beginning with at-home senior care, and enhance them with AI to improve efficiency and service quality. Cavanaugh emphasizes their commitment to sharing cost savings with workers to attract talent and plans to replicate this model across other labor-intensive, highly regulated industries. (01:15:31) - Thomas Mueller, a renowned aerospace engineer and propulsion expert, is the founder and CEO of Impulse Space, a company specializing in in-space transportation services. In the conversation, Mueller discusses Impulse Space's mission to enhance space mobility by developing technologies that transport payloads from Low Earth Orbit (LEO) to higher orbits like Geostationary Orbit (GEO), the Moon, and Mars. He highlights the company's products, such as the Mira spacecraft for precision maneuvering and the Helios kick stage designed to efficiently move payloads to higher orbits, aiming to make space access more reliable and cost-effective. (01:34:34) - 𝕏 Timeline Reactions (01:38:56) - Putin's Longevity (01:46:46) - Edward Kim, co-founder and head of technology at Gusto, introduces Gusto Co-Founder, an AI agent designed to automate small business back-office tasks like payroll, benefits, and HR scheduling. This tool integrates with existing systems such as Notion, QuickBooks, and Google Workspace, allowing users to manage operations via SMS and Slack, thereby streamlining processes and reducing the need for direct platform interaction. Kim emphasizes the importance of creating a seamless, teammate-like experience to enhance efficiency and user satisfaction. (02:02:06) - Shreya Murthy, co-founder and CEO of Partiful, a social event planning platform, discusses the launch of Partiful's new ticketing feature, enabling hosts to sell tickets directly through the platform. This addition addresses a feature gap, enhancing user experience and supporting various events like concerts and fundraisers. Murthy emphasizes the company's commitment to fostering real-world connections and outlines plans for future growth and monetization. (02:17:58) - Brynn Putnam, a former professional ballerina and Harvard graduate, is the founder of Mirror and Board, companies that integrate technology into fitness and gaming experiences. In the conversation, she discusses the unexpected success of Board, noting its adoption by a diverse audience beyond early tech adopters, including families and educators. She highlights the development of Board Studio, a tool enabling users to create custom games, and addresses the challenges of balancing innovation with intellectual property considerations. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:05) - YouTubers Win the Box Office (32:48) - 𝕏 Timeline Reactions (35:40) - Bernie Wants Public Stake in AI (49:03) - Anthropic IPO (50:04) - Salesforce Invests $2B in France (51:03) - Salesforce on a Tear (55:37) - 𝕏 Timeline Reactions (59:39) - Adam Iscoe, a journalist formerly with The New Yorker, has covered diverse topics including mental illness, contemporary art, and cryptocurrency. In the conversation, he discusses his journey to The New York Times, his writing process, and his experiences covering various subjects. (01:23:52) - 𝕏 Timeline Reactions (01:36:33) - Danial Jameel, Founder and CEO of Saris AI, discusses how his company develops AI workflow agents to automate complex back-office tasks in banks and credit unions, enhancing efficiency and allowing staff to focus on more meaningful work. He highlights the significant impact on employees' work-life balance, sharing examples where staff previously working late hours due to backlogs can now leave earlier, improving their quality of life. Additionally, he mentions that increased productivity has led some institutions to forgo hiring additional staff, instead opting to reward existing employees with raises, thereby boosting overall morale. (01:41:43) - Mike Schroepfer, former CTO of Meta Platforms, is the founder of Gigascale Capital, a venture capital firm focused on climate tech investments. In the conversation, he discusses his transition from Meta to venture capital, emphasizing the shift from digital to physical innovations in addressing climate change. He highlights investments in companies like Heron Power and Radiant Nuclear, which are developing advanced energy solutions, and underscores the importance of rethinking traditional manufacturing and energy systems to achieve significant environmental impact. (01:55:36) - Nico Ferreyra, co-founder and CEO of Default, discusses the company's evolution from building top-of-funnel orchestration tools to launching a new product that integrates a real-time data layer with AI agents to enhance go-to-market execution. He highlights the challenges companies face with disconnected systems and how Default's platform unifies data to streamline growth processes. Ferreyra also touches on the company's intense work culture and recent $10 million funding round, emphasizing their commitment to solving complex problems in revenue operations. (02:06:55) - Sue Khim, co-founder and CEO of Brilliant, discusses the launch of their new AI tutor, Koji, designed to help users learn math and coding through interactive, graphical assistance. She emphasizes the importance of reducing embarrassment in learning, allowing students to ask questions freely, and highlights the tutor's goal of becoming unnecessary as learners gain confidence and independence. Khim also addresses the significance of multimodal learning experiences and the need for purpose-built educational tools that provide real-time feedback and personalized learning paths. (02:16:18) - Bernie Su is an American web series creator, writer, director, and producer, renowned for his Emmy Award-winning adaptations of Jane Austen's novels, including "The Lizzie Bennet Diaries" and "Emma Approved." In the conversation, Su discusses the evolving relationship between Hollywood and YouTube creators, noting that the integration has been progressing for years, with recent successes like "Obsession," "Backrooms," and "Iron Lung" highlighting this trend. He emphasizes that these achievements stem from creators producing content authentic to their brand, rather than merely leveraging their follower count, and observes that YouTubers are increasingly adept at franchising their content across various media platforms. (02:37:14) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full conversation with Brad Gerstner, recorded live on TBPN. We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI infrastructure buildout, why America must continue investing in data centers and compute capacity to stay ahead of China, and his vision for Trump Accounts, a new initiative designed to give every child a stake in the American economy through long-term stock ownership. Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:43) - Blue Origin Explosion (07:38) - Enterprise AI Hits Spending Limits (21:48) - Dinosaur Market Booms (29:13) - John Gruber, a prominent technology writer and podcaster, discusses the Ferrari Luce's design, expressing that its appearance deviates from traditional Ferrari aesthetics, making it hard to identify as a Ferrari without its nameplate. He also reflects on Apple's design philosophy, emphasizing their commitment to creating products that prioritize functionality and user experience over following market trends. Additionally, Gruber highlights the challenges Apple faces in integrating AI technologies, noting the importance of balancing innovation with maintaining the company's core values and user trust. (01:11:16) - Ronak Malde, formerly an AI researcher at Windsurf and Google DeepMind, co-founded Trajectory, a startup focused on building a platform for continual learning in AI systems. In the conversation, he discusses raising $15 million from Conviction and partnering with companies like Harvey, Decagon, Clay, Rogo, and Mercor to develop agents that learn from real-world user interactions, enabling AI products to improve daily. Malde emphasizes the importance of creating AI agents with practical experience that understand business-specific rewards, allowing for efficient post-training and continual enhancement of AI capabilities. (01:19:18) - Zane Mountcastle, co-founder and CEO of Picogrid, discusses the company's recent $45 million Series A funding led by Bessemer Venture Partners, aimed at expanding their team and scaling production to meet increasing demand. He explains that Picogrid develops technology to integrate mission-critical systems like sensors, drones, and weapon systems, primarily for military applications, by building open infrastructure that enables these systems to work together. Mountcastle also highlights the company's active contracts with the Pentagon, NATO, and allied partners, emphasizing their focus on serving military needs while acknowledging potential future commercial applications. (01:25:10) - Jamie Cuffe, CEO of Pace, announced the company's $46 million Series B funding co-led by Thrive Capital and Sequoia, with participation from Emergence and Pruven. He discussed how Pace's AI agents are automating back-office operations for major insurers like Prudential and Convex, achieving over 99.9% accuracy and enabling clients to autonomously complete hundreds of thousands of tasks daily. Cuffe emphasized that this automation is helping insurers close the $9 trillion protection gap by making insurance more accessible and efficient. (01:32:57) - Kyle Kuzma, an American professional basketball player for the Milwaukee Bucks, discusses his journey into investing, inspired by mentors like Kobe Bryant, and emphasizes the importance of focusing on basketball while exploring ventures in the tech and private investment sectors. He highlights the significance of leveraging his unique position as an athlete to access investment opportunities and stresses the value of surrounding himself with knowledgeable individuals to navigate the complexities of the investment landscape. Kuzma also touches on the evolving role of AI in basketball, expressing a cautious perspective on its influence on the game. (01:50:08) - Brad Gerstner is the founder and CEO of Altimeter Capital, a technology-focused investment firm that invests across public and private markets. Known for his high-conviction bets on companies such as Snowflake, Meta, and Uber, he is a frequent commentator on technology, AI, capital markets, and long-term investing. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full conversation with Eric Ries, recorded live on TBPN. We discuss why successful companies drift away from the principles that made them great, how short-term incentives and quarterly reporting can damage long-term value creation, why companies like Costco and Patagonia have built mission-first cultures that resist outside pressure, and how governance structures like public benefit corporations and long-term trusts could reshape the future of capitalism. Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:27) - Ferrari EV (40:58) - Enhanced Games (47:41) - Christopher Hale, a Catholic writer and former executive director of Catholics in Alliance for the Common Good, discusses Pope Leo XIV's recent encyclical on artificial intelligence, highlighting the Pope's emphasis on maintaining human dignity and responsibility in technological advancements. He notes the Pope's concern over delegating human decisions to machines, especially in contexts like warfare, and underscores the call for Silicon Valley to consider the ethical implications of AI development. (01:10:48) - Alcohol & Podcasting (01:17:21) - Sean Henry, co-founder and CEO of Stord, announced the company's recent $250 million funding round, elevating its valuation to $3 billion. He discussed Stord's decade-long development of a vertically integrated platform that leverages robotics and AI to enhance commerce, enabling faster deliveries and cost efficiencies. Henry also highlighted the launch of Stord Labs, dedicated to testing next-generation robotics and AI, and the company's international expansion into markets like Canada, Europe, China, and Australia. (01:31:05) - Eric Ries is an entrepreneur and author best known for The Lean Startup, which helped popularize iterative product development and rapid experimentation in startups. He is also the author of The Startup Way and Incorruptible, where he explores institutional trust, governance, and how organizations can remain resilient and accountable at scale. (02:09:45) - Alex Atallah, co-founder and CEO of OpenRouter, discusses the evolution of AI models and the importance of neurodiversity in AI agents selecting cost-effective tools for specific tasks. He highlights OpenRouter's recent $113 million funding round, led by Capital G with participation from existing investors and strategic partners like Nvidia, ServiceNow, and Databricks, emphasizing the company's commitment to fostering a diverse team. Atallah also addresses the trend of companies optimizing AI inference costs by utilizing multiple models tailored to specific tasks, leading to significant cost savings and improved performance. (02:22:45) - 𝕏 Timeline Reactions Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:01) - Sacks Spikes AI EO (07:56) - America's IPO Market Wakes Up (17:47) - Starship Launch (28:28) - World's Fair Retrospective (45:46) - Dan Shipper, co-founder and CEO of Every, discusses the transformative impact of AI agents like Codex and Claude Code on knowledge work, highlighting how these tools have automated tasks in coding, writing, design, and customer service, leading to Every's growth from 4 to 30 employees since GPT-3. He emphasizes that while AI makes expert competence more accessible, it simultaneously increases the demand for human expertise to provide judgment and differentiation, as AI outputs often require human framing and evaluation to be truly valuable. Shipper also notes that AI enables small, generalist teams to accomplish tasks that previously required larger, specialized organizations, allowing for a more fulfilling and versatile work experience. (01:09:01) - James Rogers is the founder and CEO of Apeel Sciences, a company developing plant-based coatings that extend the shelf life of fresh produce and reduce food waste. He launched the company out of research funded by the Bill & Melinda Gates Foundation, with a focus on improving global food distribution and sustainability through materials science. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:25) - SpaceX IPO (12:37) - Anthropic Revenue Surges (17:31) - OpenAI Solves the Erdős Problem (27:53) - Alex Tabarrok, a Canadian-American economist and professor at George Mason University, co-authors the Marginal Revolution blog and co-founded Marginal Revolution University. He discusses the Baumol effect, explaining how sectors with stagnant productivity, like education and healthcare, experience rising costs due to increasing wages in more productive industries. Tabarrok also explores the potential of AI to mitigate this effect by enhancing productivity in traditionally labor-intensive sectors. (01:02:22) - Bill Clerico, founder and managing partner of Convective Capital, discusses the firm's recent $85 million fundraise, doubling their previous fund, to invest in disaster resilience technologies. He highlights the increasing frequency and severity of disasters due to aging infrastructure and climate change, emphasizing the need for private market solutions. Clerico also shares insights into the fire technology market, noting the challenges and opportunities in selling to utilities, insurance companies, and government agencies, and underscores the importance of technological innovation in enhancing disaster preparedness and response. (01:15:12) - Alex Norström, Spotify's Co-Chief Executive Officer since January 2026, discusses the company's recent Investor Day, highlighting significant user growth and financial achievements over the past four years. He introduces four major future initiatives, including a new feature that reserves concert tickets for premium users, addressing challenges like ticket scarcity and scalping. Norström also emphasizes Spotify's advancements in AI, particularly in enhancing user experience and content personalization. (01:36:38) - Jordan Schneider is the creator of the ChinaTalk podcast and newsletter, focusing on China, technology, and U.S.-China relations. In this conversation, he discusses the recent U.S.-China summit, highlighting the stalemate in relations and China's leverage over the U.S. through rare earths. He also touches on the absence of key AI leaders at the summit and the implications for future technological collaboration. (02:02:17) - Christina Lee Storm, Head of Studio at Secret Level and co-founder of Playbook PLBK, discusses the evolving role of AI in film production, emphasizing its integration as a natural progression in storytelling rather than a disruptive force. She highlights the importance of embracing technology to enhance creativity and efficiency, while underscoring that compelling storytelling remains paramount. Storm also reflects on the potential for AI to democratize filmmaking, enabling independent creators to produce high-quality content, provided they maintain a strong focus on narrative depth. (02:14:28) - Erik Bernhardsson, co-founder and CEO of Modal Labs, discusses the company's recent Series C funding round, raising $355 million at a $4.65 billion post-money valuation led by General Catalyst and Redpoint Ventures. He highlights the rapid growth of their Sandboxes product, which has been doubling in usage every month for the past six months, enabling safe execution of language model-generated code. Bernhardsson also addresses the challenges of demand planning in the AI infrastructure space, emphasizing the need to secure GPUs months in advance to accommodate their 30-40% monthly growth rate. (02:25:14) - 𝕏 Timeline Reactions Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:25) - Google I/O Reactions (25:45) - SpaceX IPO (28:17) - Dylan Field, CEO and founder of Figma, discusses the impact of AI on design, emphasizing the importance of maintaining a balanced perspective amidst rapid technological changes. He introduces Figma's Design Agent, an AI tool designed to assist designers by automating routine tasks, thereby allowing them to focus on more creative aspects of their work. Field also highlights the significance of integrating design and code representations, aiming to eliminate false trade-offs between direct manipulation and AI-driven processes. (48:30) - Feross Aboukhadijeh is an entrepreneur and programmer, known for founding Socket, a developer-first security platform that safeguards software supply chains. In the conversation, he discusses Socket's recent $60 million Series C funding at a $1 billion valuation, the escalating challenges in software supply chain security due to increased code generation by AI and the exploitation of open-source dependencies, and introduces "certified patches," a solution designed to efficiently address vulnerabilities in open-source code. (58:55) - Tae Kim, a seasoned finance professional and Senior Portfolio Strategist at Rockefeller Capital Management, discusses the robust growth and undervaluation of NVIDIA, the strategic challenges facing Google in AI, and the potential market impact of SpaceX's anticipated IPO. (01:26:55) - Immad Akhund, a British-Pakistani entrepreneur and angel investor, is the co-founder and CEO of Mercury, a fintech platform serving startups. In the conversation, he announces Mercury's recent $200 million funding round led by TCV, discusses the company's significant growth driven by AI-driven business formations, and highlights the increasing role of large language model (LLM) recommendations in attracting new customers. (01:38:35) - 𝕏 Timeline Reactions (01:44:23) - Brian Chesky, co-founder and CEO of Airbnb, discusses the company's recent expansion into new services, including grocery delivery, airport pickups, car rentals, and boutique hotel bookings. He explains that these additions aim to enhance the guest experience by offering greater convenience and a more comprehensive travel ecosystem. Chesky also highlights the company's efforts to rebuild its foundation to support these services and emphasizes the importance of listening to customer feedback to drive innovation. (02:04:27) - Marcus Milione, founder of Minted New York, transitioned from a career in commercial real estate to establish a brand that blends premium menswear, performance athletic apparel, endurance nutrition, and Italian-crafted jewelry. In the conversation, he discusses his journey from posting fashion and fitness content on social media during the COVID-19 pandemic to building a community-driven brand, emphasizing the importance of organic growth, customer engagement, and maintaining authenticity in product development. (02:28:41) - 𝕏 Timeline Reactions Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:09) - Google I/O Reactions (24:14) - Karpathy Joins Anthropic (28:29) - Reactions to Spotify's New Icon (33:49) - Birth Rate Debates (45:18) - Jim Belosic, CEO and founder of SendCutSend, a company specializing in on-demand manufacturing services, discusses the recent achievement of securing a $110 million investment, valuing the company at $1 billion. He shares plans to utilize the funds to expand operations, including hiring additional staff and enhancing software capabilities, aiming to establish facilities near major metropolitan areas to expedite service delivery. Belosic also highlights the company's commitment to supporting STEM education through a $1 million sponsorship program, providing resources and expertise to engineering students and educators. (01:04:18) - Aidan Dewar, co-founder and CEO of Nourish, discusses the company's mission to address chronic diseases through dietitian-led metabolic clinics that combine a vast network of registered dietitians with virtual medical care, including lab interpretations and medication management. He emphasizes the importance of pairing GLP-1 medications with behavioral changes to achieve sustainable health outcomes, noting that patients working with Nourish dietitians while on GLP-1s lost 33% more weight than those using the medication alone. Dewar also highlights the company's recent $100 million Series C funding, aimed at expanding their services and integrating AI technology to enhance patient care. (01:12:41) - Fai Nur, CEO and co-founder of Status, discusses the app's rapid growth, reaching a million users in 19 days, and its appeal to young users seeking immersive, gamified social experiences. She highlights Status's monetization through in-app purchases and subscriptions, achieving millions in annual recurring revenue and a tenfold increase in revenue in Q1 2026. Nur also addresses the platform's use of AI to create user-generated worlds, emphasizing its role in offering unique experiences that complement traditional entertainment. (01:22:57) - Tanay Tandon, CEO of Kamir, discusses the company's recent $70 million funding round at a $7 billion valuation, aimed at accelerating R&D for their language model-powered EMR platform and voice agents. He highlights the trillion-dollar administrative burden in the U.S. healthcare system and how Kamir's AI solutions automate tasks like claims processing and documentation to reduce costs and improve efficiency. Tandon also addresses the rapid adoption of language models in healthcare, the potential for AI to empower independent practices, and the evolving dynamics between providers and payers. (01:33:02) - Ajeya Cotra, a technical staff member at METR with a background in AI safety, discusses her role in leading the Frontier Risk Report, which assesses misalignment risks in advanced AI systems. She explains METR's mission to develop measurement tools for tracking AI capabilities and motivations, and describes the collaboration with companies like Google, OpenAI, Meta, and Anthropic to evaluate their internal models and alignment processes. Cotra also highlights the importance of establishing robust, independent auditing practices to monitor and mitigate potential risks from misaligned AI agents. (01:48:11) - Philip Inghelbrecht, a Belgian-born entrepreneur and CEO of Tatari, a company specializing in technology for TV advertising, discusses his journey from co-founding Shazam in 1999 to leading Tatari. He highlights the challenges and innovations in TV advertising, emphasizing the importance of measuring real outcomes and the integration of AI in media planning. Inghelbrecht also reflects on the evolution of TV advertising, noting the shift from traditional methods to data-driven strategies that bridge the gap between linear and streaming TV. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:17) - Jury Rules Against Musk (02:23) - Leopold's Situational Awareness 13F Is Out (16:03) - Data Center Backlash Gets Serious (44:47) - Mike Isaac, a technology reporter at The New York Times, discusses Elon Musk's lawsuit against OpenAI, highlighting Musk's strategy of using memorable phrases like "you can't steal a charity" to appeal to jurors unfamiliar with nonprofit contract law. He notes that OpenAI's defense centered on the statute of limitations, a more technical argument that ultimately swayed the jury's decision. Isaac also mentions the unexpected nature of the verdict and the various protest groups outside the courtroom. (01:07:52) - Rowan Trollope is the CEO of Redis, where he leads the company’s efforts to expand the popular in-memory database platform into a broader real-time data and AI infrastructure business. He previously held senior leadership roles at Cisco and Five9, and is known for scaling enterprise software and cloud communications companies. (01:28:26) - Shein Buys Everlane (01:39:04) - Dean Leitersdorf is the co-founder and CEO of Decart, an AI company focused on generative models and real-time AI infrastructure. He works on building systems that make advanced AI applications faster, more interactive, and easier to deploy at scale. (01:54:56) - Protein Shortage (02:04:02) - Joanna Stern is a senior personal technology columnist at The Wall Street Journal, where she covers consumer technology, AI, gadgets, and the impact of tech on everyday life. She is also the author of I Am Not a Robot, a book exploring the increasingly blurred line between humans and machines in the age of AI. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:19) - 𝕏 Timeline Reactions w/ Rahul Sonwalkar, founder and CEO of Julius AI, a startup building AI-powered tools for data analysis and quantitative reasoning. The company focuses on making it easier for users to analyze spreadsheets, generate visualizations, and interact with data using natural language. (01:10) - Dine with Warren Buffet for $9M (05:35) - Typing Loses Ground to Whispering (16:00) - AI Monet Paintings (28:12) - 𝕏 Timeline Reactions (51:02) - Patek Chooses Scarcity Over Scale (58:52) - WSJ Mansion Section (01:21:01) - 67 Year Old Founder (01:27:40) - 𝕏 Timeline Reactions (01:34:23) - SpaceX Speeds Up IPO Timeline (01:36:04) - Ackman Takes Microsoft Stake (01:38:41) - 𝕏 Timeline Reactions Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:04) - Cerebras IPO (21:36) - Warsh Confirmed as FED Chair (30:51) - Amy Reinhard is the President of Advertising at Netflix, where she leads the company’s global ads business and monetization strategy. She oversees Netflix’s push into ad-supported streaming, partnerships with advertisers, and the development of new advertising products and measurement capabilities. (45:46) - General Catalyst Ad Reactions (01:03:38) - Ben Hylak is the founder and CEO of Raindrop, a relationship management platform designed to help people strengthen and maintain personal and professional connections. He focuses on building consumer software that uses AI and thoughtful design to make networking and relationship-building more natural, proactive, and human-centered. (01:29:03) - Doug O'Laughlin is an analyst and writer at SemiAnalysis, where he covers AI infrastructure, semiconductors, cloud computing, and hyperscaler economics. He is known for deep technical and financial breakdowns of GPUs, data centers, and the companies shaping the AI compute stack. (02:23:13) - Andrew Feldman is the co-founder and CEO of Cerebras Systems, an AI hardware company building wafer-scale processors designed for large-scale AI training and inference. He previously co-founded SeaMicro, which was acquired by AMD, and focuses on rethinking compute architecture for the era of massive machine learning models. (02:42:27) - Eric Vishria is a general partner at Benchmark focused on early-stage software and AI investments. Before joining Benchmark, he held product and operating roles at companies including RockMelt and Google, and is known for working closely with founders on product strategy, growth, and company building. (02:56:51) - Steve Vassallo is a general partner at Foundation Capital focused on enterprise software, AI, and frontier technologies. He works closely with technical founders building infrastructure and developer-focused companies, and is known for backing ambitious startups at the earliest stages. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:50) - Trump-Xi Summit (28:35) - Space Data Centers (37:29) - 𝕏 Timeline Reactions (57:39) - Wall Street's Inflation Fears Rise (01:01:37) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as the CEO of Affirm, a financial technology company offering "buy now, pay later" services. In his recent conversation, Levchin discussed his deep dive into the mechanics of espresso machines, emphasizing his passion for mastering complex systems. He also highlighted the importance of specialization and depth of knowledge in one's field, advocating for young professionals to pursue expertise in areas like computer science to remain competitive in an evolving job market. (01:30:40) - Delian Asparouhov, co-founder and president of Varda Space Industries, discusses the company's collaboration with United Therapeutics to manufacture pharmaceuticals in microgravity, aiming to improve drug formulations for rare pulmonary diseases. He highlights the significance of this partnership as the first instance of a publicly traded company investing its own resources to produce physical products in low Earth orbit. Asparouhov also elaborates on the technical processes involved, including the benefits of microgravity for drug crystallization and the logistics of launching and retrieving these products from space. (02:01:19) - Richard Socher, former Chief Scientist at Salesforce and founder of You.com, is now leading Recursive Superintelligence, an AI startup focused on developing self-improving AI systems. In the conversation, he discusses the company's mission to build recursive, self-improving superintelligence capable of automating knowledge discovery, emphasizing the importance of AI systems that can autonomously enhance their own capabilities. He also highlights the recent funding success, with Recursive Superintelligence raising over $650 million at a $4.65 billion valuation, led by GV (Google Ventures) and Greycroft, with participation from Nvidia and AMD. (02:12:38) - 𝕏 Timeline Reactions (02:18:17) - Brandon Hill, CEO and co-founder of Vori, is a third-generation grocer whose family has been in the grocery industry for over 40 years. In the conversation, he discusses Vori's mission to modernize grocery store operations by automating processes such as inventory management, pricing, and ordering, aiming to enhance efficiency and profitability for independent retailers. Hill also highlights Vori's recent $22 million funding round, which will support the company's expansion and further development of its autonomous operating system for supermarkets. (02:26:03) - Nate Tepper, founder and CEO of True Short, an AI-driven film studio and streaming platform, discusses the company's innovative approach to creating and distributing vertical, short-form content inspired by China's successful micro-dramas. He highlights their strategy of forming creative pods—teams consisting of a showrunner, AI filmmaker, and editor—to produce weekly series, and emphasizes their focus on rapid content creation and distribution to stay ahead of competitors. Tepper also notes the importance of both organic and paid growth strategies, leveraging platforms like TikTok to drive user engagement and app downloads. (02:39:04) - Joubin Mirzadegan, co-founder and CEO of Roadrunner, discusses the company's inception at Kleiner Perkins, where he identified a critical need for improved revenue infrastructure through conversations with CIOs. He highlights the challenges posed by evolving pricing models, such as the shift from software to SaaS and now to AI-driven consumption-based billing, necessitating adaptable CPQ solutions. Mirzadegan emphasizes the complexity of the sales process, involving multiple stakeholders like CIOs and CROs, and underscores Roadrunner's mission to streamline this process by integrating AI to enhance efficiency and accuracy. (02:46:29) - Roman Chernin, a founding member of Nebius since its inception in summer 2024, discusses the company's rapid growth and its focus on building a vertically integrated, AI-specialized cloud infrastructure. He highlights the swift evolution of AI models, noting that open-source alternatives are catching up to frontier models within three to six months, prompting customers to switch for cost efficiency. Chernin also addresses challenges in scaling, including physical infrastructure bottlenecks and the necessity of efficient financing, emphasizing the importance of post-sales support and recent strategic acquisitions to enhance inference optimization capabilities. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full conversation with Roger Lynch, recorded live on TBPN. We discuss why trusted media brands like Vogue and The New Yorker may become even more valuable in the AI era, how Condé Nast is adapting to the collapse of search traffic and the rise of AI-generated content, why Roger believes publishers should stop relying on Google for distribution, and how the company is thinking about subscriptions, events, branded content, creators, and the future of journalism as platforms like Substack, TikTok, and AI reshape the media industry. Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:23) - Trial Update (13:10) - AI SPVs (24:28) - Thinking Machines Interaction Models (29:16) - Doomberg is an anonymous team of former industry executives who write about energy markets, finance, and geopolitics, known for their green chicken avatar and a Substack newsletter with over 373,000 subscribers. In the conversation, Doomberg discusses their decision to maintain anonymity to preserve brand mystique, the strategic choice of their green chicken logo inspired by Bloomberg's keyboard color scheme, and the importance of standing out in a crowded media landscape. (01:05:12) - Sahir Jaggi, founder and CEO of Forus, discusses his company's mission to streamline access to high-cost, complex medications by automating the intricate processes involving insurance, pharmacies, and supply chains using AI. By offering this service for free to doctors' offices, Forus aims to alleviate administrative burdens, allowing healthcare providers to focus on patient care. Additionally, the company leverages its extensive network to collaborate with life science firms, accelerating the development and market introduction of new therapies. (01:14:06) - Sam Blond, co-founder and CEO of Monaco, an AI-native sales platform, discusses the company's rapid growth since its February launch, surpassing initial expectations in customer acquisition and revenue. He highlights Monaco's all-in-one approach, replacing traditional CRMs and integrating AI agents to automate sales tasks, thereby reducing the need for manual labor. Additionally, Blond emphasizes the unique advantage of pairing each customer with a forward-deployed account executive, ensuring successful implementation and support. (01:25:55) - Kevin Hartz, co-founder of Xoom and Eventbrite, is a prominent entrepreneur and investor. In the conversation, he discusses A* Capital's recent $450 million Fund III, emphasizing their generalist investment approach with a focus on AI applications, and highlights their strategy of supporting young founders, including teenagers. (01:38:52) - Alex Shan, CEO of Judgment Labs, discusses his company's focus on enhancing long-horizon autonomous agents through the analysis of production data, emphasizing the importance of such data in improving agent performance across various industries. He highlights their recent Series A funding co-led by Lightspeed Venture Partners and Green Oaks, and mentions partnerships with companies like Monaco to optimize agent development. Shan also notes that while coding agents are currently the most verifiable and thus easier to improve, progress is being made in less quantifiable domains such as finance, legal, and sales. (01:45:55) - Glen Wise, Co-Founder and CEO of Cinder, discusses the company's recent $41 million funding round led by Radical Ventures and its mission to help companies combat AI-powered abuse across the internet. He explains that Cinder's platform enables clients to set specific policies to detect and mitigate various threats, from cyberbullying to state-sponsored espionage, using AI-driven solutions. Wise also highlights the challenges of scaling their services to accommodate large clients like Spotify, emphasizing the importance of processing data quickly and making rapid decisions to effectively enforce content policies. (02:00:46) - eBay Rejects Gamestop (02:03:05) - BuzzFeed Sold (02:09:46) - Roger Lynch is the CEO of Condé Nast, where he oversees global brands including Vogue, The New Yorker, and GQ. He previously served as CEO of Pandora and Sling TV, and is known for leading digital transformation efforts across media, streaming, and publishing businesses. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:29) - AP & Swatch Collab (16:45) - Cerebras Boosts IPO Price Range (24:56) - Trump to Visit China (29:37) - Timeline Reactions (36:37) - Ferdinand Dabitz, co-founder and CEO of Augustus, a fintech company specializing in instant bank payments, discusses the recent conditional approval from the SEC to charter Augustus National Bank as a full-service U.S. national bank. He emphasizes the unparalleled global demand for the U.S. dollar and identifies inefficiencies in current clearing banks, which are slow and outdated. Dabitz outlines Augustus National Bank's mission to modernize this infrastructure, aiming to enhance the distribution of the dollar by offering faster and more efficient clearing services to global financial institutions. (41:47) - - Spencer Rascoff, co-founder of Zillow and current CEO of Match Group, discusses his transition from the board to CEO, emphasizing his commitment to addressing the global loneliness epidemic through Match Group's platforms. He outlines his initial focus on breaking down organizational silos within the company, transforming it from a holding company to an operating company, and highlights the importance of people, motivation, and organization in building great products. Rascoff also shares his hands-on approach to revitalizing Tinder, aiming to enhance innovation and user outcomes, particularly for the Gen Z demographic. (01:05:47) - - Eric Olson, co-founder of Consensus, an AI-powered academic search engine, discusses the company's recent $30 million Series B funding led by Great Point Ventures, aimed at expanding their product beyond search into a comprehensive workspace for researchers. He highlights the organic growth driven by direct-to-consumer adoption and partnerships with over 100 universities, where libraries distribute the product to students. Olson emphasizes focusing on automating specific research tasks, such as literature searches, while leaving uniquely human aspects like idea generation and interdisciplinary connections to researchers. (01:13:37) - - Matt Lohstroh, co-founder and CEO of Giga Energy, began his journey at Texas A&M University, where he and his colleagues developed modular data centers powered by flared natural gas to mine Bitcoin. Facing supply chain challenges, they vertically integrated their operations, manufacturing essential components like transformers and switchgear, and expanded into AI data centers. Lohstroh emphasizes Giga's commitment to rapid deployment, achieving data center energization in nine months by prefabricating infrastructure, and highlights the importance of community engagement to address concerns such as noise and energy consumption. (01:28:03) - - Jay Azhang, founder of N of 1, an AI research lab focused on financial markets, discusses his background in public market investing and software development, and how his company aims to train models that generalize across markets to eventually surpass human traders. He highlights the importance of integrating with various brokerages to provide a consumer-facing platform where users can describe trading ideas in natural language, which the models then translate into fully deployed trading agents. Additionally, he mentions that N of 1 recently raised a $15 million funding round to support their initiatives. (01:36:12) - - Laurel Supply Discussion (01:45:26) - - Amir Sadeghian, CEO and co-founder of Astrocade, discusses how their AI-powered platform enables anyone to create and share games using natural language prompts, democratizing game development. He highlights the platform's rapid growth, with over 75,000 games created by users from 80 countries and approximately 5 million monthly active users. Sadeghian also emphasizes Astrocade's mission to make interactive content creation accessible and enjoyable for a diverse global audience. (02:03:24) - - Timeline Reactions (02:10:12) - - Alexander Taubman, co-founder and CEO of Long Lake, discusses the company's recent $6.3 billion acquisition of American Express Global Business Travel, marking their largest deal to date. He highlights Long Lake's strategy of integrating applied AI into service sectors, aiming to enhance productivity and customer experience. Taubman also emphasizes the company's focus on long-term growth and its commitment to transforming the services industry through technology. (02:25:11) - - Quaid Walker discusses the anticipated collaboration between Swatch and Audemars Piguet, known as "Royal Pop," set to launch on May 16, 2026. He highlights that the collaboration is expected to reinterpret the iconic Royal Oak design into a more accessible format, possibly featuring a mechanical movement and a versatile design that can be worn as a wristwatch or a lanyard accessory. Walker also notes the potential impact on the luxury watch market, considering the collaboration's aim to introduce younger buyers to mechanical watchmaking while maintaining the prestige of the Audemars Piguet brand. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full conversation with Brian Chesky, recorded live on TBPN. We discuss how Airbnb reaccelerated growth by rebuilding startup intensity and embracing “founder mode” leadership, why Chesky believes today’s AI chatbots are not the right interface for the future of travel and e-commerce, how Airbnb is using AI across the business with 60% of its code now written by AI, and why he believes the next major wave of AI innovation will come from immersive consumer products, visual interfaces, and agentic experiences rather than another wave of enterprise software. Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive