TBPN

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

(01:34) - Apple and Intel Reach Chip Deal (10:05) - The American Economic Rollercoaster (27:52) - Timeline Reactions (43:48) - Josh Reeves, CEO and co-founder of Gusto, a company specializing in payroll, benefits, and HR solutions for small businesses, discusses the company's recent milestone of surpassing $1 billion in trailing revenue, attributing this achievement to their commitment to assisting small businesses. He emphasizes Gusto's focus on execution and support for small businesses, noting that while they have no immediate plans to go public, they are closely monitoring market conditions. Reeves also highlights the impact of AI on business growth rates and the increase in new business formations, expressing optimism about the potential for AI to empower more individuals to become business owners. (55:59) - Jonathan Neman, co-founder and CEO of Sweetgreen, discusses the company's recent nationwide launch of wraps, marking its most significant menu expansion to date. After a year of development, Sweetgreen introduced four signature wraps featuring a custom four-ingredient tortilla, aiming to offer a portable, healthy, and craveable option for customers. Neman emphasizes the importance of customer feedback in this innovation, highlighting the use of social listening tools and direct interactions to meet consumer demands for convenient and satisfying meals. (01:32:00) - Zal Bilimoria is the solo general partner at Refactor Capital, a seed-stage venture capital firm he founded in 2016, focusing on hard tech startups in sectors like bio, climate, and aerospace. In the conversation, he reflects on his journey from product management roles at Microsoft, Google, YouTube, Netflix, and LinkedIn to becoming a partner at Andreessen Horowitz, where he co-launched their Bio Fund, before establishing Refactor Capital. Bilimoria discusses his investment philosophy, emphasizing a concentrated portfolio strategy, writing $1-2 million checks to 20-25 companies per fund, and highlights recent successes such as Astranis' $450 million Series E raise and PathAI's $1 billion acquisition by Roche. (01:56:27) - Brian Chesky, co-founder and CEO of Airbnb, is an American businessman and industrial designer who has led the company since its inception in 2007. In the conversation, he discusses Airbnb's accelerated growth post-pandemic, attributing it to a renewed startup intensity and a focus on enhancing the guest experience. Chesky also highlights the significant role of AI in the company's operations, noting that 60% of Airbnb's code is now written by AI, which has improved customer service efficiency and reduced costs. 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

This is our full conversation with Ryan Cohen, recorded live on TBPN. We discuss his $125/share bid to acquire eBay through a half cash, half stock deal and why he believes combining it with GameStop could unlock massive value, how he plans to cut billions in costs, operate with an owner mindset, and use GameStop’s physical store footprint to authenticate collectibles and drive growth, and why he sees eBay as a durable but under-optimized platform that can be rebuilt through live commerce, creator partnerships, and a faster, more focused operating model. 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

(01:06) - OpenAI vs Elon Musk Continues (09:19) - U.S. Gets Early Access to AI Models (21:22) - Courtroom Simulator (23:25) - Coinbase Cuts 14% of Staff (28:37) - Meta's Cheap Stock May Be A Trap (32:51) - Harley Finkelstein, born November 8, 1983, in Montreal, is a Canadian entrepreneur and the president of Shopify. In the conversation, he highlights Shopify's recent achievements, including consecutive quarters with over $100 billion in Gross Merchandise Volume (GMV) and a 34% increase in revenue to $3.2 billion. He also discusses the growing adoption of Shopify by major brands like LVMH and Lands' End, the impact of AI on entrepreneurship, and the expansion of agentic commerce through platforms like ChatGPT and Google. (45:41) - Scott Strazik, CEO of GE Vernova, has over 20 years of experience in leadership, finance, and operations within General Electric, including roles as CEO of GE's Gas Power business and CFO of GE Aviation's Commercial Engine Operations. He discusses the significant role GE Vernova plays in global electricity generation, with its equipment contributing to about a third of the world's electricity outside China. Strazik emphasizes the company's commitment to meeting the growing global demand for electric power through its diverse portfolio, including gas turbines, nuclear power plants, wind turbines, and grid electrification technologies. He also highlights the importance of investing in automation and workforce development to scale production efficiently and address challenges in building new power plants, particularly in remote locations. (01:12:59) - Brian Elliott, CEO of Blitzy, discusses the company's recent $200 million funding at a $1.4 billion valuation, highlighting their autonomous software development platform designed for complex enterprise use cases. He explains how Blitzy serves industries like banking and insurance by autonomously improving large codebases over extended periods, utilizing foundational models from OpenAI, Gemini, and Anthropic. Elliott emphasizes their direct go-to-market approach, demonstrating rapid codebase analysis and autonomous operation, setting a new benchmark for autonomy in software development. (01:20:24) - Stephen Balaban, co-founder and former CEO of Lambda, has transitioned to the role of Chief Technology Officer, passing leadership to Michelle Combs, the former CEO of Sprint and SoftBank International. In their discussion, they emphasize a shared commitment to scaling the company's AI infrastructure by focusing on capital formation and operational expansion, aiming to provide the most efficient computing power for their customers. Balaban will continue to lead product vision and technology direction, while Combs will drive growth and operational excellence. (01:29:17) - Ryan Cohen, CEO of GameStop and co-founder of Chewy, has made an unsolicited $56 billion bid to acquire eBay, offering $125 per share in a half-cash, half-stock deal. He envisions transforming eBay into a formidable competitor to Amazon by integrating GameStop's physical stores with eBay's online platform, enhancing services like live commerce and authentication of collectibles. Cohen emphasizes his commitment to the venture, proposing performance-based compensation and expressing confidence in his ability to revitalize eBay's operations. (02:02:20) - 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

This is our full conversation with Anjney Midha, recorded live on TBPN. We discuss his thesis behind AMP and why he believes compute is the most constrained and valuable resource in the AI economy, how billions of dollars in underutilized compute are creating a massive inefficiency that his firm is aiming to solve by building a coordinated “compute grid,” and why he’s structuring AMP as both an infrastructure and capital platform to back the next generation of AI labs, unlock scientific breakthroughs, and accelerate progress across the entire ecosystem. 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. 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

(02:42) - Neural Computers (20:48) - GameStop Offers $55B for eBay (28:44) - Nat Eliason, an entrepreneur and writer, is the Head of Founder Development at Alpha School, where he is launching a high school program that promises students will earn $1 million by graduation or receive a full tuition refund. In the conversation, he discusses his journey from running an SEO-focused marketing agency to exploring personal knowledge management and AI, leading him to develop this innovative educational model that combines AI-driven academics with real-world entrepreneurial experience. (58:12) - Michael York, co-founder and CEO of Casa, discusses his journey from joining Uber at 18 to launching Casa, a subscription-based homeownership platform. He explains how Casa acts as a personal property manager, handling maintenance and services for homeowners by leveraging advanced technology to create detailed home profiles. York also highlights the company's recent $20 million Series A funding and plans for expansion beyond San Francisco and Los Angeles. (01:11:15) - Maddie Hall, CEO and co-founder of Living Carbon, discusses her company's mission to restore degraded U.S. lands by planting genetically enhanced trees that capture more carbon and produce sustainable forest products. She highlights a recent $500 million deal with Octopus Energy Generation to reforest up to 250,000 acres, aiming to remove 50 million tons of CO₂ over 40 years. Hall also emphasizes the importance of active intervention in reforestation projects and the potential for these efforts to offset emissions from data centers and AI operations. (01:18:43) - Anjney Midha is a General Partner at Andreessen Horowitz, focusing on AI, infrastructure, and open-source technology, with prior roles including VP of Platform Ecosystem at Discord and co-founder of Ubiquity6. In the conversation, he discusses the strategic rationale behind GameStop's acquisition of eBay, emphasizing the potential to eliminate $2 billion in marketing inefficiencies and leverage GameStop's physical stores for verifying collectibles, thereby creating a competitive edge in the AI-driven e-commerce landscape. (01:44:23) - Ben Lamm, a serial technology entrepreneur and co-founder of Colossal Biosciences, discusses the company's recent advancements in de-extinction efforts, including the successful creation of woolly mice and dire wolf puppies, demonstrating their ability to revive extinct species through genetic engineering. He highlights the role of AI in accelerating these processes and mentions the company's expansion into projects like the bluebuck, emphasizing their commitment to biodiversity restoration. Lamm also touches on potential partnerships with ecotourism and governments to reintroduce these species into natural habitats, aiming to blend conservation with education and economic opportunities. (01:54:43) - Jake Stauch, founder and CEO of Serval, an AI platform for employee support, discusses the company's new program, Serval Start, designed to deploy AI in large enterprises and train future founders. He emphasizes the importance of talented individuals who can build relationships, sell products, and develop solutions to effectively implement AI in complex organizational environments. The program aims to provide participants with hands-on experience in deploying AI, accelerating their career paths toward entrepreneurship. (02:01:35) - Garth Sheldon, representing Pampalasa, discusses the company's recent $140 million fundraising success and the development of autonomous energy-capturing nodes designed for deployment in the Southern Hemisphere's power-dense oceans. These nodes, each generating approximately 500 kilowatts, aim to provide scalable, renewable energy solutions for data centers, with plans to manufacture them near the deployment sites to optimize logistics and costs. (02:09:38) - Katie Haun, a former federal prosecutor and venture capitalist, is the founder and CEO of Haun Ventures, a firm specializing in digital assets and blockchain technology. In the conversation, she discusses the firm's recent $1 billion fundraise aimed at supporting founders building the "new economy," focusing on three structural shifts: new financial rails and infrastructure, new assets and markets, and the intersection of AI and crypto. Haun emphasizes the importance of stablecoins, the tokenization of financial products, and the potential of prediction markets, while also highlighting the need for platforms to address regulatory challenges such as insider trading and federal preemption. (02:25:18) - Nick Abouzeid is the co-founder and CEO of Rivet, an AI-enabled tax preparation firm that serves over 500 fast-growing companies. In the conversation, he discusses the challenges of implementing AI models in tax workflows, highlighting their unreliability and the necessity of human oversight to ensure accuracy. He also introduces TaxBench, a benchmark developed to evaluate AI models' performance in tax-related tasks, revealing significant capability gaps in current models. 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

This is our full conversation with Mike Isaac, recorded live on TBPN. We discuss what it’s actually like inside the OpenAI vs. Elon Musk courtroom, from early morning lines and limited seating to the unexpected mix of superfans, reporters, and curious spectators, how Elon’s legal strategy blends big-picture “save humanity” messaging with more tactical arguments around control and competition, and why the case often feels less like a traditional trial and more like theater, where personality, narrative, and jury perception may matter just as much as the underlying facts. 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

(01:29) - Tech Earnings Quad Kill Recap (28:44) - Mike Isaac, a technology reporter at The New York Times and author of "Super Pumped," discussed his experiences covering high-profile tech trials, including the Apple vs. Samsung case and Mark Zuckerberg's testimony in the ZeniMax lawsuit. He shared insights into the challenges of attending these trials, such as early morning courthouse arrivals and the competition for press seating, and highlighted the public's growing interest in tech industry legal battles, noting the presence of Elon Musk fans in the courtroom. Isaac also reflected on the dynamics of jury selection, emphasizing the importance of selecting jurors with varying levels of familiarity with the tech industry to ensure a fair trial. (01:07:20) - Kyle Harrison, a General Partner at Contrary, discusses his 300-page book, "The Anduril Thesis," which explores the history and strategy of defense technology company Anduril Industries. He highlights the company's unique position in the defense sector, emphasizing its counter-positioning against decades of military-industrial history and its innovative approach to defense production. Harrison also touches on Anduril's recent product developments, including autonomous systems and partnerships, and reflects on the broader landscape of defense technology investment. (01:19:06) - David Marcus, CEO of Lightspark, discusses the launch of Grid Global Accounts, a platform offering global dollar accounts with real-time money movement across 65 countries, integration with Visa's network for spending at over 175 million merchants, and support for stablecoins and Bitcoin. He highlights the platform's ability to delegate payments to AI agents, enabling users to authorize agents to perform transactions on their behalf while maintaining control. Marcus also notes that recent regulatory advancements and improved wallet technologies have made such innovations feasible. (01:26:57) - Turner Caldwell, co-founder and CEO of Mariana Minerals, discusses the company's focus on automating mining operations to enhance efficiency and productivity. He explains their approach to integrating autonomous systems across the entire mining and refining process, aiming to double productivity through better orchestration and logistics management. Caldwell also highlights the potential for autonomy to fundamentally change mining operations, enabling more selective mining methods and reducing costs. (01:36:13) - Everette Taylor, CEO of Kickstarter since September 2022, has revitalized the platform by focusing on the creator economy and forming strategic partnerships. He discusses the launch of the Next Wave Fund, a collaboration between Kickstarter and Google, aimed at supporting early-stage tech startups and small businesses in hardware, software, gaming, and connected technology. This initiative offers selected applicants $10,000 in non-dilutive capital, guidance from Kickstarter's Design & Technology team, and access to Google's training programs to help them launch and scale their products. (01:45:51) - Puneet Mehta, founder and CEO of Netomi, an AI platform for customer service, discusses how his company leverages agentic applications to proactively enhance customer experiences by addressing issues upstream, rather than reacting to problems after they occur. He highlights Netomi's recent $110 million funding round, emphasizing partnerships with Accenture and Adobe to deploy their technology across Fortune 500 companies. Mehta also shares his background in automated trading and event correlation systems, underscoring his enterprise-focused approach to solving complex customer service challenges. (01:52:37) - Timeline Reactions (01:58:54) - Alexander Embiricos, the product lead for Codex at OpenAI, discusses the rapid growth and diverse applications of Codex, highlighting its expansion beyond coding to assist various professionals, including sales, marketing, and finance. He emphasizes the importance of Codex's ability to autonomously perform tasks across different applications, enhancing productivity by allowing users to delegate complex tasks. Embiricos also underscores the significance of user experience in AI interactions, noting that thoughtful design elements, such as natural cursor movements, build trust and improve usability. (02:20:55) - The TBPN Simulator 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) - - John & Patrick Collison, the co-founders of Stripe, discuss the significant surge in new business creation, noting a 71% year-over-year increase in Q1, attributing this growth to AI's role in simplifying entrepreneurship. They highlight Stripe's initiatives like agentic commerce, enabling AI agents to perform tasks such as purchasing domains and deploying websites autonomously. Additionally, the Collisons address the challenges posed by increased fraud attempts in the AI economy and outlines Stripe's efforts to enhance fraud prevention through tools like Stripe Radar. (28:27) - - Henri Stern, a leader at Stripe, discusses the rapid growth of his team following an acquisition, the challenges posed by the competitive talent market, and the evolving landscape of stablecoins and their potential impact on traditional banking. He highlights the emergence of non-dollar stablecoins, the concept of tokenized deposits, and the integration of AI tools in security practices. Stern also explores the intersection of AI and cryptocurrency, noting the rise of agentic wallets and the potential for innovative business models enabled by programmable money. (42:46) - - Jeff Weinstein is a product lead at Stripe, where he has significantly contributed to the growth of their payment APIs and the development of Stripe Atlas, simplifying company formation for entrepreneurs. In the conversation, he discusses the importance of customer obsession, the role of metrics in driving impact, and techniques for effective product development within large companies. He also highlights initiatives like Stripe's "Study Group" to enhance product craft and shares insights into Stripe Atlas's mission to increase global entrepreneurship. (01:06:58) - - Zach Abrams, Zach Abrams is a fintech entrepreneur and product leader best known as the co-founder and CEO of Bridge, a company building infrastructure to help businesses move and manage money using stablecoins. 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

(00:22) - Big Tech Earnings (15:28) - AI Jitters Return to Wall Street (19:23) - Red vs. Blue Button (36:51) - Jason Yanowitz, co-founder of Blockworks, a crypto-focused media and data company, discusses the company's recent $192 million valuation, highlighting investments from firms like Parafine Reciprocal and Coinbase Ventures, as well as participation from 20 customers, including founders and operators from Solana, Kraken, and Canton. He outlines Blockworks' evolution from a media and events business to becoming the largest data company in crypto, emphasizing their strategy of building a strong audience base before developing data products. Yanowitz also addresses the current state of the crypto market, noting a dichotomy where institutional crypto adoption is thriving while token markets are underperforming, and anticipates that upcoming regulatory clarity will mandate disclosures for all token projects, potentially benefiting Blockworks' disclosure platform. (49:31) - Even Rogers, CEO and Co-Founder of True Anomaly, discusses his transition from a 10-year tenure in the U.S. Air Force to establishing the company, aiming to address the weaponization of space by nations like China and Russia. He highlights the development of their space-to-space engagement platform, Jackal, designed for space superiority, and Mosaic, the software that operates it, emphasizing their rapid deployment and testing methodologies. Rogers also touches on the challenges of tracking objects in space, the importance of reducing coverage gaps, and the company's growth trajectory, including a recent $650 million fundraising round and plans to scale up manufacturing and personnel. (01:02:09) - Maria Spiropulu, an experimental particle physicist with over 30 years of experience at CERN and Fermilab, discusses her work in particle collisions, including the discovery of the Higgs boson, and the development of quantum networks for secure communication. She highlights the potential of quantum computing to revolutionize fields like quantum chemistry and materials science, while emphasizing the importance of addressing cybersecurity challenges posed by these advancements. Additionally, Spiropulu underscores the need for interdisciplinary collaboration to ensure that technological progress benefits society as a whole. (01:33:08) - Stepan Simkin, co-founder and CEO of Squads, discusses the development of stablecoin infrastructure to assist businesses in managing their financial operations. He highlights the challenges companies face in adopting stablecoins, such as the complexity of handling them post-transaction, and emphasizes the importance of integrating stablecoins with traditional banking systems to facilitate seamless financial operations. Simkin also notes the advancements in programmable blockchains and the growing maturity of the stablecoin market, which have enhanced confidence among regulators and the broader market. (01:45:03) - Kashish Gupta, co-founder and co-CEO of Hightouch, an AI platform for marketers, discusses the company's recent $150 million Series D funding at a $2.75 billion valuation, led by Goldman Sachs and Bain Capital Ventures. He highlights Hightouch's evolution since its 2020 inception, emphasizing their AI-driven approach to enabling marketers to generate on-brand content like ads and emails efficiently. Gupta also addresses the transformative role of AI in marketing, noting that Hightouch's platform allows marketers to rapidly launch and test numerous campaigns, leveraging AI to optimize media spend and content creation. (01:57:36) - Dan Magy, co-founder and CEO of Firestorm Labs, discusses the company's mission to revolutionize drone manufacturing through advanced, modular designs and on-demand production capabilities. He highlights the development of the xCell platform, a containerized manufacturing system that enables rapid production of unmanned systems directly at the tactical edge, addressing the challenges of contested logistics. Magy also announces Firestorm's recent $82 million Series B funding, led by Washington Harbour Partners, to accelerate the deployment of these expeditionary manufacturing solutions. (02:06:57) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's strategic investments across various stages of the customer lifecycle, including the introduction of Trump accounts to engage younger users, the growth of Robinhood Banking and the Robinhood Gold Card, and the expansion into active trading. He highlights the company's focus on promoting beneficial products like retirement accounts with a 3% contribution match and the innovative Robinhood Strategies, a low-cost passive digital advisor with capped fees. Tenev also addresses customer feedback, noting the company's responsiveness in enhancing features such as paying dividends up to 17 days early and considering the addition of international stocks to meet user demand. (02:29:44) - Parag Agrawal, former CEO of Twitter, discusses the rapid development of AI agents utilizing the web, highlighting the significant progress made in the past six months. He emphasizes the importance of aligning incentives between content owners and AI developers to ensure sustainable growth and open access to web content. Agrawal also addresses the challenges posed by varying web access policies and the need for efficient solutions to enable agents to interact seamlessly with diverse web infrastructures. Andrew Reed is a partner at Sequoia Capital focused on early-stage investments in software, AI, and developer tools. He works closely with founders on product, go-to-market, and scaling, with an emphasis on backing technically driven teams building foundational technology companies. (02:44:03) - Gabriel Stengel, founder and CEO of Rogo, discusses the company's recent $160 million Series D funding round, led by Kleiner Perkins, valuing Rogo at $2 billion. He highlights the rapid adoption of AI tools in the financial sector, emphasizing Rogo's role in enhancing productivity and investment decisions for institutions like investment banks and hedge funds. Stengel also addresses the importance of aligning AI applications with business objectives, managing token consumption, and adapting organizational structures to integrate evolving AI technologies effectively. 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

(00:14) - In-Car Surveillance (12:22) - Goblin-Mode (14:48) - Jon Gray, President and COO of Blackstone, joined the firm in 1992 and has been instrumental in its growth to managing over $1.3 trillion in assets. In the conversation, he reflects on Blackstone's evolution from a small advisory business to a global investment powerhouse, emphasizing the firm's entrepreneurial spirit and commitment to delivering premium returns. Gray also discusses the impact of artificial intelligence on various industries, highlighting both the challenges and opportunities it presents for investors. (36:18) - Colleen Aubrey, Senior Vice President of Applied AI Solutions at AWS, has been with Amazon for over 20 years, leading teams in advertising and now focusing on AI-driven applications. She discusses the launch of Amazon Connect Decisions and Amazon Connect Talent, emphasizing the transformative potential of AI agents as teammates that can fundamentally change business operations. Aubrey highlights the importance of trustworthiness and observability in AI agents, ensuring they can explain their actions and reasoning, thereby fostering confidence and enabling effective collaboration within organizations. (44:02) - Anthony Liguori discusses the evolution of AI models from simple token prediction to advanced agentic systems, emphasizing the integration of tools and memory to enhance capabilities. He introduces Amazon Bedrock Managed Agents, highlighting its three components: runtime definitions for agents, dedicated compute environments with unique identities for governance, and an inference API compatible with existing applications. Liguori also shares his personal experience, noting that these advancements have significantly increased his productivity and enjoyment in coding. (51:57) - Colin Zima, CEO of Omni Analytics, discusses his company's mission to build a comprehensive data platform that integrates AI, spreadsheets, and dashboards atop a semantic layer, ensuring reliable AI operations. He highlights the uniqueness of each business's semantic layer and the importance of bridging traditional data structures with modern AI capabilities. Zima also addresses the evolving landscape of data infrastructure, emphasizing the increased portability of data systems and the need for pragmatic, cost-effective solutions in analytics. (01:00:47) - Alex Epstein, author of *Fossil Future*, is a philosopher and energy expert who advocates for the continued use of fossil fuels to promote human flourishing. In the conversation, he discusses the critical importance of maintaining open access to the Strait of Hormuz for global energy stability, the role of OPEC and its member countries in regulating oil supply and prices, and the potential of solar energy innovations, such as space-based solar power, while emphasizing the current limitations and challenges associated with these technologies. (01:25:34) - Shira Lazar is a Canadian television personality, actress, writer, and video blogger, best known as the creator and host of "What's Trending," a pioneering digital news brand. In the conversation, she discusses her extensive experience in the digital media and creator economy, highlighting the evolution of live streaming since launching "What's Trending" in 2011. She also explores the current landscape of the creator economy, noting opportunities for both large-scale influencers and niche creators, while emphasizing the challenges faced by mid-level creators in monetizing their content. (01:41:09) - Anshul Gupta, co-founder of Actively, discusses how their platform enhances revenue team productivity by deploying per-account agents that proactively guide and assist sales representatives throughout the customer lifecycle. These agents integrate data from various sources, including product analytics and communication tools, to provide comprehensive context and actionable insights, enabling more efficient and effective sales processes. Gupta also highlights the potential for organizational changes, such as adjusting management structures and team ratios, as companies realize efficiency gains from implementing these agents. (01:47:21) - Apurva Shrivastava, co-founder and CEO of Avoca, discusses how his company builds AI agents for physical service businesses, particularly home services, to handle tasks like answering calls and booking jobs. He explains that both he and his co-founder, Tyson, grew up assisting their mothers' service businesses, which inspired them to create solutions that address common industry challenges. Apurva highlights the significant advancements in AI voice models, noting that while they can now engage in conversations indistinguishable from humans for the first 30 seconds to a minute, there is still progress to be made for longer interactions. (01:53:59) - Bubble Boi, a semiconductor industry expert, discusses the advantages of maintaining a traditional job to stay connected with engineering challenges, the early stages of the AI investment cycle with significant capital expenditures expected over the next three years, and the impact of large language models on market dynamics, noting that financial institutions are rapidly adopting these technologies for research. 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

(02:02) - China Blocks Manus Sale (03:38) - Zak Brown, an American motorsports executive and former professional racer, is the CEO of McLaren Racing. In the conversation, he recounts his early passion for racing sparked by attending the 1981 Long Beach Grand Prix, leading him to karting and eventually founding Just Marketing International, a motorsports marketing agency. Brown emphasizes the importance of aligning corporate sponsorships with business objectives, fostering partnerships that benefit both McLaren and its sponsors. (34:03) - Will Hurd, a former CIA officer and U.S. Representative from Texas, discusses his upbringing in San Antonio, his early interest in computer science, and his transition from the CIA to politics. He highlights his role as president of Icon Prime, a division of the 3D-printing construction company Icon, focusing on building military barracks and exploring construction solutions for space exploration. Hurd emphasizes the potential of 3D printing to revolutionize construction by reducing costs and improving efficiency, aiming to address housing shortages and enhance military infrastructure. (01:00:12) - Anush Elangovan, Vice President of AI Software at AMD, joined the company through its acquisition of Nod.ai, where he was co-founder and CEO. In the conversation, he discusses AMD's open-source approach to AI software, emphasizing the integration of AI to enhance performance optimization and the importance of a unified hardware and software strategy. He also highlights AMD's commitment to supporting developers by providing seamless, heterogeneous runtimes and compilers, enabling efficient utilization of CPU, GPU, and NPU resources. (01:18:19) - Augustus Doricko, CEO of Rainmaker Technology Corporation, discusses his company's pioneering efforts in cloud seeding, highlighting their success in modifying weather patterns to produce precipitation in regions like Oregon, Idaho, Utah, and the Middle East. He explains the process of cloud seeding, which involves introducing materials into clouds to induce rainfall, and emphasizes the advancements in precision and reliability achieved through their drone technology. Doricko also addresses public concerns about the safety of cloud seeding agents, noting the company's shift towards using naturally occurring proteins as alternatives to traditional chemicals like silver iodide. (01:53:16) - 𝕏 Timeline Reactions (02:28:59) - Rick Caruso is an American billionaire businessman and philanthropist, known for founding Caruso, one of the largest privately held real estate companies in the U.S., and for his significant contributions to Los Angeles' urban landscape. In the conversation, Caruso discusses his focus on family well-being, recent ventures including expanding the Commons in Calabasas and acquiring a golf course, and his strategic push into markets outside California due to challenges in the state's business environment. He emphasizes the importance of guest experience in his developments, the role of feng shui in design, and his commitment to creating generational wealth through local knowledge and disciplined investment. 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

This is our full interview with Gary Vaynerchuk, recorded live on TBPN. We discuss his belief that the explosion of AI and zero-cost digital distribution is creating unprecedented competition online, why that shift is driving a massive resurgence in analog businesses like restaurants, retail, and live experiences, his new MasterClass partnership, and how entrepreneurs can win by playing both sides of the barbell, leveraging AI for scale while building real-world, experiential businesses that consumers are increasingly craving. 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

(00:32) - Intel Rips (13:56) - Behind the Cursor SpaceX Deal (16:10) - 𝕏 Timeline Reactions (27:07) - Thrive Launches Thrive Eternal (28:54) - George Kurtz, CEO and founder of CrowdStrike, is an internationally recognized cybersecurity expert with over 30 years of experience, including previous roles as Worldwide CTO and EVP at McAfee. He discusses Project QuiltWorks, a coalition formed with partners like EY, IBM, and Accenture to rapidly deliver CrowdStrike's technology to customers and address AI-related vulnerabilities. Kurtz highlights the emergence of "shadow AI," where unauthorized AI applications on endpoints create security risks, and emphasizes the need for prompt identification and mitigation of these exposures. (44:22) - Professor Sendy, a self-proclaimed "word combo guru," discusses his journey from creating extended versions of existing words to developing original "Wombos"—blended words that capture complex concepts. He shares his background as a former rapper and his natural talent for wordplay, which led to viral success on social media platforms. Sendy also reveals plans to expand his audience by incorporating slang from older generations and developing a dictionary to compile his creations. (01:01:09) - Gary Vaynerchuk, also known as Gary Vee, is an American entrepreneur, author, and internet personality, renowned for his work in digital marketing and social media as the chairman of VaynerX and CEO of VaynerMedia. In the conversation, Vaynerchuk discusses the concept of "Wombos," which are word combinations like "quiche" (quirky and niche), emphasizing the importance of embracing new trends. He also highlights the significance of multi-channel, multi-format content strategies in the current media landscape, and predicts a resurgence of analog experiences as a counterbalance to digital advancements. (01:28:35) - Eyal Cohen is the founder and CEO of Humble Robotics, where he builds autonomous robotic systems designed to handle complex, real-world tasks in industrial and warehouse environments. The company focuses on combining AI, perception, and hardware to automate physically demanding workflows—like sorting, palletizing, and material handling—while improving safety and operational efficiency. Cohen’s work centers on making robotics more adaptable and cost-effective, enabling large-scale deployment across logistics, manufacturing, and supply chain operations. (01:39:18) - Yoland Yan, co-founder and CEO of ComfyUI, discusses the company's evolution from an open-source project to a platform adopted by top studios for AI-driven content creation. He highlights ComfyUI's node-based system, offering creators precise control over visual design and video production, contrasting it with text-prompt-based AI tools. Yan also mentions the introduction of Comfy Cloud, enabling users to access extensive computing resources, and notes the platform's role in producing high-profile advertisements. (01:50:42) - Ben Horwitz, an Investment Partner at Dorm Room Fund and MBA candidate at Harvard Business School, discusses his creation of Sincerely, an email tool designed to intentionally introduce typos, serving as a satirical response to the prevalence of AI-generated, overly polished emails. He reflects on the unconventional path of an HBS student rapidly developing a software product, challenging traditional expectations. Additionally, Horwitz shares his experiences with AI-generated communications and the inspiration behind developing Sincerely. (01:58:29) - 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.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

(02:15) - Thoma Bravo Loses Medallia (10:28) - GPT 5.5 Released (11:32) - 𝕏 Timeline Reactions (29:23) - Victor Boyd, co-founder and CTO of Cavalla Industries, discusses the development of autonomous forklifts aimed at delivering goods anywhere within hours. He explains the challenges faced with retrofitting existing forklifts due to their inconsistent internal designs, leading the company to build their own forklift to ensure reliability and scalability. Boyd also highlights the integration of teleoperation using Xbox controllers, allowing remote human intervention when necessary, and emphasizes the importance of delivering consistent results to customers, regardless of the level of autonomy achieved. (41:03) - Alex Shieh, a former Brown University student and co-founder of The Antifraud Company, discusses his firm's mission to utilize AI models for detecting government fraud and pursuing legal action against fraudsters, operating on a contingency basis where they earn a percentage of recovered funds. He explains the company's approach of combining open-source intelligence with AI to proactively identify fraudulent activities, emphasizing the importance of outbound investigations over waiting for insider tips. Shieh also highlights the significant impact of fraud on taxpayer dollars and the necessity of restoring trust in public institutions through efficient fraud detection and recovery efforts. (52:10) - Nick Dobroshinsky, the youngest-ever Thiel Fellow, has developed Every Ticker, a platform that utilizes large language models to generate high-quality research reports on all U.S. stocks, particularly focusing on small, mid, and micro-cap stocks often overlooked by Wall Street. He emphasizes that Every Ticker does not provide financial advice but instead aggregates and synthesizes research to help investors make informed decisions. Currently, the platform offers over 5,000 free reports, with plans to transition to a subscription model in the future. (01:00:59) - Spirit Airlines Eyes $500M Rescue (01:02:34) - Ishan Gupta is the Co-Founder and CTO of Juicebox, an AI-powered recruiting platform that leverages large language models to help companies identify and engage top talent. In the conversation, he discusses how Juicebox's AI agents analyze various data sources to find suitable candidates, reducing spam by targeting outreach more effectively. He also emphasizes the importance of job seekers showcasing their work through blogs, open-source contributions, and projects to enhance their visibility to AI-driven recruitment tools. (01:12:55) - Antoni Kiszka is the co-founder of Perpetual, a company aiming to create a derivatives exchange for a wide range of assets. He discusses their initial focus on meme coins to test their technology, with plans to expand into traditional finance markets, including assets like hydrogen, which currently lack derivatives. Kiszka also highlights the inspiration drawn from Kalshi's regulatory approach and emphasizes the need for derivatives that provide real value beyond speculative trading. (01:20:39) - Milan Lustig, co-founder of Opt32 and a Thiel Fellow, discusses his company's mission to develop modern full-stack compute infrastructure for physical autonomy, encompassing software and custom hardware solutions for devices like robots, drones, and autonomous vehicles. He explains their initial focus on the robotics sector, starting with software development and gradually progressing toward hardware integration, aiming to optimize machine learning models for deployment on resource-constrained devices. Lustig also highlights the importance of adapting computer science education to emphasize higher-level theoretical skills over low-level implementation, in response to advancements in artificial intelligence. (01:32:00) - Galen Mead, founder of a general research company focused on developing computer use models, discusses his transition from university dropout to full-time researcher, emphasizing the importance of computer use as a universal form factor for human-computer interaction. He highlights the potential of training policies on extensive supervised data from diverse environments to create base models for actions, drawing parallels to early work by DeepMind on games. Mead anticipates that by the end of the year, users will interact with complex software like Premiere Pro through prompts, similar to the shift from IDEs to command-line interfaces in software engineering. (01:39:10) - Aubrey Niederhoffer, a young entrepreneur who founded his first company in Africa at 15, now resides in Nigeria, focusing on building a super app for the continent. He discusses the nascent state of food delivery in Nigeria, highlighting high prices and limited competition, and sees an opportunity to offer more affordable services. By integrating food delivery with digital payments, he aims to create a comprehensive platform, drawing inspiration from successful super apps like WeChat and Caspi. (01:49:50) - Samuel Carvalho, originally from Recife, Brazil, attended Stanford University before returning to Brazil to found Prazo, a company aiming to modernize the wholesale sector by providing end-to-end infrastructure solutions. He discusses how Prazo connects manufacturers with small and medium-sized businesses through a tech-enabled platform that manages logistics and credit, addressing challenges like high customer acquisition costs and the need for short-term loans. Carvalho also highlights the significant market potential in Brazil and Latin America, emphasizing the opportunity to build a multibillion-dollar company by expanding beyond the initial focus on restaurants. (02:00:36) - Claire Wang, a former junior at MIT studying electrical engineering and computer science, has a keen interest in neurotechnology, particularly whole brain emulation, starting with simpler organisms like C. elegans. She discusses her decision to pursue independent research over joining existing brain-computer interface companies, emphasizing the importance of making personal scientific bets in fundamental science. Wang also highlights the current favorable environment for independent biotech research, citing advancements in AI, alternative science funding, and increased openness to research risks in startups. 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

(00:46) - SpaceX & Cursor (18:10) - 𝕏 Timeline Reactions (23:03) - ChatGPT Images 2.0 Reactions (31:32) - Anil Chakravarthy, President of Adobe's Digital Experience Business, discusses the company's collaboration with Nvidia to integrate 3D digital twins into marketing and customer experiences, exemplified by HP's use of this technology to streamline product design and marketing. He emphasizes the importance of customer experience orchestration, leveraging AI to deliver personalized experiences by combining the right content and customer data across preferred channels. Additionally, Chakravarthy highlights Adobe's $25 billion buyback as a signal of confidence in the company's profitability and growth, underscoring the focus on AI adoption to provide real value to users and enterprise customers. (47:25) - Naveen Gavini, former Chief Product Officer at Pinterest, is the co-founder and CEO of BuildForever, a company dedicated to creating personal and human-centric products. In the conversation, he introduces their latest product, Extra, an AI-powered email application designed to transform personal email management by organizing inboxes around users' lives, reducing clutter, and enhancing clarity. Gavini emphasizes that Extra aims to make email more manageable and enjoyable, addressing the common issue of overwhelming personal inboxes. (56:58) - Avlok Kohli & Ankur Nagpal. Avlok Kohli, CEO of AngelList, discusses the launch of USVC, a fund designed to democratize access to venture capital by allowing individuals to invest with as little as $500. He emphasizes the fund's unique structure, which ensures that the price investors pay and redeem at closely reflects the value of the underlying companies, avoiding market-driven fluctuations. Kohli also highlights the fund's commitment to direct ownership, avoiding layered SPVs to maintain transparency and alignment with investors. (01:09:44) - Joel Edwards, a geologist and co-founder of Zanskar Geothermal, discusses the company's mission to discover and develop hidden geothermal resources in the western United States using AI and advanced sensing technologies. He explains that these "blind" systems lack surface indicators like geysers or hot springs but can be tapped to generate electricity by drilling into underground pockets of hot water. Edwards highlights the bipartisan support for geothermal energy due to its baseload capacity, zero emissions, and domestic sourcing, and notes that Zanskar recently raised $115 million to expand its AI-powered geothermal discovery platform and develop new power plants. (01:20:34) - Renen Hallak, founder and CEO of VAST Data, discusses the company's decade-long journey since its 2016 inception, focusing on developing new infrastructure to support AI's evolving demands. He highlights the early recognition of AI's need for rapid data access and the company's collaborations with leading AI organizations, including hedge funds and life science institutes, to build scalable, efficient systems. Hallak also emphasizes VAST Data's role in simplifying AI adoption by providing a unified software infrastructure that abstracts hardware complexities, enabling enterprises to deploy AI agents securely and efficiently. (01:31:00) - Darian Shirazi, General Partner at Gradient Ventures, began his career as one of Facebook's first software engineers, reporting directly to Mark Zuckerberg, before founding Radius, a B2B Customer Data Platform. In the conversation, he reflects on his early experiences at Facebook, the challenges of founding and scaling Radius, and his transition into venture capital, emphasizing the importance of surrounding oneself with smart individuals and the evolving landscape of AI investments. (01:51:54) - 𝕏 Timeline Reactions (01:53:46) - Fake Bear Attack (01:58:58) - 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.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) - Tim Cook Retires (19:43) - Howie Liu, co-founder and CEO of Airtable, discusses his journey from learning programming in high school to founding Etacts, which was acquired by Salesforce, and eventually establishing Airtable to democratize software creation. He emphasizes the importance of building a product that is significantly better than existing options, highlighting Airtable's evolution into a low-code platform that empowers users to create custom applications without coding. Liu also reflects on the company's growth, noting its valuation milestones and the strategic patience involved in developing Airtable over several years before its public launch. (47:50) - Mark Gurman, a prominent technology journalist known for his in-depth coverage of Apple, discusses the recent leadership transition at Apple, highlighting John Ternus's appointment as CEO following Tim Cook's decision to step down. He emphasizes Ternus's decisive leadership style, likened to Steve Jobs, and his focus on product innovation, including the development of new AI-powered devices and a significant revamp of the iPhone lineup. Gurman also notes that Ternus's promotion is expected to bring a sharper focus to Apple's product development, aiming to reinvigorate the company's innovation pipeline. (01:08:28) - Image 2 Reactions (01:17:50) - Scott Stevenson, co-founder and CEO of Spellbook, discusses the company's significant growth, highlighting that they have onboarded over 4,400 customers across 80 countries, making Spellbook the most widely used AI contract review tool globally. He attributes this rapid international adoption to strong inbound interest and emphasizes the product's multilingual capabilities, facilitated by AI models adept at handling various languages and supplemented with jurisdiction-specific legislation and norms. Stevenson also critiques the use of Contracted Annual Recurring Revenue (CARR) as a metric, pointing out how some companies inflate their ARR figures by reporting future, non-guaranteed revenues, and advocates for more transparent and grounded revenue reporting practices. (01:33:42) - Alex Wiltschko, founder and CEO of Osmo, is pioneering the integration of artificial intelligence with olfactory science to endow computers with a sense of smell. In the conversation, he discusses the complexities of digitizing scent, the development of Osmo's proprietary Olfactory Intelligence technology, and its applications in creating fragrances for brands. He also highlights the company's recent $70 million Series B funding aimed at scaling their AI-powered olfaction technology across various sectors. (01:47:04) - Spiros Xanthos, co-founder and CEO of Resolve AI, discusses how their AI agents assist in debugging and managing production systems, complementing coding agents that generate code. He highlights the importance of reliability for businesses like Coinbase, Salesforce, and MongoDB, emphasizing that Resolve AI serves as the first line of defense by detecting and resolving production issues to minimize customer impact. Xanthos also notes the company's rapid growth, attributing it to the significant demand for automating production operations and their focus on building a successful product. (01:54:11) - Carolina Aguilar, CEO and co-founder of Inbrain Neuroelectronics, discusses her company's development of graphene-based brain-computer interfaces aimed at restoring health by creating intelligent connections between the neural system and AI. She explains their focus on implantable systems to achieve precise neural interaction, highlighting three product verticals: a semi-chronic platform for tumor and epilepsy resection nearing commercialization, an implantable platform targeting Parkinson's disease, and a vagus nerve sensor for therapeutic applications across various organs. Aguilar also emphasizes the importance of integrating their technology into existing surgical workflows to facilitate adoption without the immediate need for advanced robotics. (01:59:22) - Jake Jurewicz, co-founder and CEO of Blue Energy, has over a decade of experience in the energy and construction sectors, holding degrees in Nuclear Science & Engineering and Physics from MIT. He discusses Blue Energy's recent $380 million funding aimed at building the world's first project-financeable nuclear power plant by prefabricating components in existing shipyards, thereby reducing construction costs and timelines. This approach leverages mature light water reactor technology and centralized manufacturing techniques from offshore industries to make nuclear power more economically competitive. 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

(00:27) - Verizon vs Salesforce (25:23) - Blue Origin's Test (30:03) - Robot Marathon (32:59) - Signull is an anonymous technologist and entrepreneur focused on integrating agentic AI into consumer software. He discusses the development of an AI-driven home screen replacement for iPhones, aiming to transform static interfaces into dynamic, personalized experiences by leveraging ambient AI. He also addresses the challenges of monetization, considering ad-supported models, and reflects on the complexities of maintaining anonymity in the tech industry. (55:03) - Ethan Ding, co-founder and CEO of TextQL, a startup specializing in AI-driven data analytics, discusses the company's inception in late 2022 and its evolution in addressing enterprise data challenges. He highlights the complexities large organizations face with fragmented data systems and the substantial costs associated with migrating to new platforms. Ding emphasizes TextQL's mission to create solutions that seamlessly integrate with existing infrastructures, enabling efficient analytics without the need for costly migrations. (01:04:14) - Matt McKinney, co-founder and CEO of Loop, leverages his background in data science and engineering to revolutionize supply chain operations. He discusses how Loop utilizes AI to automate back-office processes, such as accounting and payment services, addressing issues like the 30% error rate in supply chain invoices. By organizing and analyzing complex, unstructured data, Loop enhances efficiency for clients, including 20% of the Fortune 100, enabling them to better serve their customers. (01:13:01) - Errik Anderson, founder and CEO of Alloy Therapeutics, discusses the company's role in providing biotech infrastructure to support drug discovery and development. He highlights the integration of AI and machine learning in accelerating drug development, emphasizing the importance of combining in silico simulations with wet lab experiments to validate findings. Anderson also notes the trend of big pharma acquiring innovations from smaller companies to replenish their pipelines as patents expire, underscoring the industry's need for efficient and collaborative drug development processes. (01:29:06) - Pippa Lamb is a Partner at Sweet Capital, an early-stage venture fund established by the founders of King.com (Candy Crush). In the conversation, she highlights the UK's robust AI ecosystem, emphasizing the country's deep R&D capabilities and the emergence of grassroots innovations from local universities. Lamb also notes the trend of European entrepreneurs relocating to London, reinforcing the city's status as a hub for ambitious founders. James Wise is a partner at Balderton Capital, a leading European venture firm, where he focuses on investing in early-stage technology companies across fintech, marketplaces, and software. He is known for backing high-growth startups and working closely with founders on scaling products and building category-defining businesses. (01:41:48) - 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.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 Kevin Hart and his business partner James Morrissey, recorded live on TBPN. We discuss Kevin Hart’s approach to building authentic, long-term brands rather than slapping his name on products, his partnership with James and their strategy for breaking through a crowded tequila market with real ownership and storytelling, and the operational grind behind scaling a $200M business, from hands-on distribution to adapting to shifting media, consumer behavior, and the next generation of creators. 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

(01:57) - Jensen on Dwarkesh (27:23) - Cursor + xAI (30:49) - Claude Opus 4.7 Reactions (34:00) - Codex Update (35:14) - 𝕏 Timeline Reactions (40:03) - Ben Smith, co-founder and editor-in-chief of Semafor, discussed the Semafor World Economy conference, highlighting its scale with over 500 global CEOs and political figures in attendance. He emphasized the conference's focus on the intersection of politics, finance, and technology, noting that discussions frequently centered on artificial intelligence and its impact on large enterprises. Smith also shared insights into Semafor's use of AI tools to enhance journalism, including a system that analyzes interview transcripts to identify newsworthy content. (49:30) - Jonathan Criss, CEO and founder of Vital Lyfe, previously spent over 13 years at SpaceX, where he contributed to projects like Dragon and Starlink. In the conversation, he discusses Vital Lyfe's mission to address water scarcity by developing portable desalination units that convert seawater into potable water, leveraging high-rate manufacturing to reduce costs and increase accessibility. He also highlights the company's recent fundraising success and plans to scale production in their new California facility. (01:01:40) - Paul Scherer, originally from a small German village, is the founder of a new platform designed to connect people by bridging personalized digital bubbles. In the conversation, he discusses his journey from Germany to San Francisco, the early stages of his startup, and his vision to strengthen existing relationships through technology. He also reflects on the challenges of building meaningful connections in an era of hyper-personalized content and the importance of creating experiences that foster genuine human interaction. (01:17:06) - Kevin Hart & James Morrissey. Kevin Hart is an American comedian and actor. In the conversation, Hart discusses his tequila brand, Gran Coramino, emphasizing his commitment to authenticity and quality in its creation. He highlights the importance of hard work and genuine involvement in his business ventures, aiming to build a brand that reflects his personal values and dedication. James Morrissey is the CEO of Gran Coramino, the tequila brand co-founded with Kevin Hart. He leads the company’s growth, brand strategy, and distribution, building it into a premium spirits business focused on quality and storytelling. (01:40:29) - 𝕏 Timeline Reactions (01:44:06) - Matan Grinberg, co-founder and CEO of Factory, discusses the company's recent $150 million funding round led by prominent investors, the evolving landscape of AI adoption in software development, and the importance of enterprises being model-agnostic to ensure efficiency and resilience. (01:56:54) - Akhil Voorakkara, co-founder and CEO of Ulysses Ecosystem Engineering, discusses the company's recent $38 million Series A funding led by Andreessen Horowitz's American Dynamism Fund, which will enable the production of more autonomous maritime robots like their Mako model. He highlights the versatility of these modular robots, capable of both autonomous and remote-controlled operations, equipped with various sensors for tasks such as infrastructure inspection and environmental monitoring. Voorakkara also emphasizes the company's commitment to vertical integration, manufacturing components in-house to reduce costs and accelerate development, thereby enhancing their ability to address critical challenges in maritime domains. (02:06:12) - Charlie Cheever, co-founder of Quora and current president of Expo, discusses Expo's recent $45 million Series B funding led by Georgian, bringing the company to 62 employees worldwide. He highlights Expo's evolution into a leading platform for AI-driven app development, enabling developers to create high-quality mobile applications using React Native and TypeScript, with the flexibility to incorporate native code when necessary. Cheever also emphasizes the importance of taste, high action per minute (APM), and agency in software engineers, especially in the era of AI-assisted development. (02:18:35) - Victor Cardenas, co-founder and CEO of Slash, a rapidly growing business banking platform, discusses the company's mission to modernize banking for entrepreneurs by offering industry-specific financial solutions that go beyond traditional services. He highlights Slash's focus on automating financial workflows tailored to various sectors, aiming to become a leading commercial card issuer in the U.S. Additionally, Cardenas emphasizes the integration of AI tools, such as their agent "Twin," to enhance user experience and operational efficiency. (02:25:10) - Theodor Marcu, Head of Product Growth at Cognition, discusses the recent launch of Windsurf 2.0, which integrates Devin, Cognition's AI software engineer, into the Windsurf platform, introducing an agent command center to streamline the management of multiple AI agents. He emphasizes the evolving role of engineers, highlighting how the command center enables them to oversee numerous agents efficiently, allowing for a shift from routine coding tasks to higher-level system architecture and design. Marcu also addresses the importance of model agnosticism, noting Cognition's commitment to evaluating and utilizing the best available AI models to optimize performance across various tasks. 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

(01:52) - AllBirds turns to AI Compute Provider (15:04) - Snaps Cuts 16% of Workforce (22:45) - Amazon + Globalstar (31:00) - Kiva Dickinson, founder and managing partner of Selva Ventures, leads investments in emerging health and wellness brands. In the conversation, he discusses his transition from investment banking to venture capital, highlighting his focus on supporting early-stage consumer brands that promote healthier living. He emphasizes the importance of providing strategic resources to these companies, aiming to make healthier living more accessible and enjoyable. (50:30) - Aron D'Souza, an Australian lawyer and entrepreneur, is the founder of the Enhanced Games, an upcoming sporting event that permits the use of performance-enhancing drugs. In the conversation, he discusses the inaugural event scheduled for late May in Las Vegas, highlighting the participation of Olympic gold medalists and world record holders, and mentions the organization's plans to go public through a SPAC combination on the New York Stock Exchange. Additionally, D'Souza introduces his new venture, Objection.AI, an AI-driven platform designed to challenge and verify claims made in the media, aiming to establish an objective arbiter of truth in society. (01:02:31) - Uber Commits $10B to RoboTaxis (01:04:28) - Michael Mignano, co-founder of the podcasting platform Anchor and former head of Spotify's talk audio division, has joined Union Square Ventures (USV) as a General Partner. In his conversation, he discusses his longstanding relationship with USV, highlighting their thesis-driven investment approach and willingness to support unconventional ideas. He emphasizes the importance of in-depth discussions within small teams to develop clear strategies, a practice he values from his experiences at Anchor and Spotify. (01:26:00) - 𝕏 Timeline Reactions (01:30:03) - Wade Foster, co-founder and CEO of Zapier, discusses the recent launch of Zapier's SDK, which integrates with various coding agents to automate tasks across numerous tools. He highlights the surge in internal tool development within companies, noting that Zapier's marketing team created over 80 new internal tools during a recent hackathon. Foster also emphasizes the importance of maintaining accountability when using AI-generated content and shares insights on how remote work enhances documentation and institutional knowledge. (01:51:35) - Ankur Nagpal, founder of Teachable and Carry, discusses the recent acquisition of Carry by AngelList and Lettuce Financial. AngelList acquired Carry's parent company to enhance its financial product offerings, while Lettuce Financial acquired Carry's retirement platform to provide comprehensive services for self-employed individuals. Nagpal highlights the importance of these partnerships in expanding access to financial tools for solopreneurs and plans to continue his involvement as a strategic advisor. (02:01:09) - Bailey Pumfleet, co-founder and CEO of Cal.com, discusses the company's transition from open-source to closed-source scheduling software due to escalating AI-driven security threats. He highlights that advancements in AI have enabled rapid exploitation of open-source code, compromising application security. To protect sensitive user data, Cal.com has decided to close its source code while maintaining its commitment to user trust and data integrity. (02:09:54) - Han Wang, co-founder and CEO of Mintlify, discusses the company's mission to empower developers by providing AI-native documentation solutions, which have been adopted by over 10,000 companies, including Anthropic, Microsoft, and Coinbase. He highlights the increasing role of AI in consuming documentation, noting that currently, approximately 50% of their documentation traffic comes from AI agents, a figure expected to rise to over 90% by year's end. Wang also announces Mintlify's recent $45 million Series B funding at a $500 million valuation, emphasizing the importance of accessible and up-to-date documentation in the rapidly evolving software landscape. 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

(00:44) - Artemis II Recap (36:08) - Work vs Leisure (39:20) - Altman's House Attacked (44:11) - We Can't Stop China's AI (01:00:54) - 𝕏 Timeline Reactions (01:11:41) - Balachandar Ramamurthy, CEO of Critical Loop and former SpaceX engineer, discusses his transition from aerospace to energy, emphasizing the need for reliable, cost-effective power solutions. He highlights Critical Loop's approach of deploying energy storage and flexible generation at the grid's edge to reduce long wait times for industrial power access. Additionally, he mentions the company's recent $26 million funding round led by Conifer Infrastructure Partners and Hanover. (01:22:12) - Krste Asanović, a Professor Emeritus at UC Berkeley and co-founder of SiFive, discusses the evolution of SiFive since its 2015 inception, highlighting its recent $400 million Series G funding round led by Atreides Management with participation from NVIDIA. He explains the company's shift from custom silicon to providing RISC-V IP designs, emphasizing the growing demand for high-performance CPUs in data centers to support AI workloads. Asanović also notes the collaborative nature of their work with customers, tailoring CPU designs to specific needs, and discusses the technical and business challenges in developing high-performance processors, including power efficiency and the use of advanced process nodes. (01:31:50) - Peter Diamandis is a Greek-American engineer, physician, and entrepreneur, best known as the founder and chairman of the XPRIZE Foundation, which has launched over $600 million in competitions driving more than $10 billion in research and development across various fields. He discusses the rapid progression of technology, emphasizing the importance of viewing advancements like AI as opportunities rather than threats, and envisions a future of abundance where every individual has access to essential resources. He also reflects on his long-standing relationship with Elon Musk, highlighting Musk's consistent delivery on ambitious visions and their shared commitment to solving global challenges through innovation. (02:02:36) - 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

This is our full interview with Chad Janis recorded live on TBPN. We discuss his accidental entry into building Grüns after spotting a broken habit in greens powders, his conviction in reimagining supplements through a more enjoyable gummy form factor, and how he built one of the largest D2C exits in the category despite launching at a low point in consumer sentiment.  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. 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

(02:56) - SpaceX Financials (08:26) - 𝕏 Timeline Reactions (15:30) - Chimpanzee Civil War (23:12) - Ferrari's Brand Legend (39:02) - Prof. Alex Young, an Assistant Adjunct Professor in Human Genetics at UCLA's David Geffen School of Medicine, specializes in statistical genetics and serves on the steering committee of the Social Science Genetic Association Consortium (SSGAC). In his conversation, he discusses his involvement with Herasight, a company applying advanced genetic testing to embryos to predict disease risks and traits, highlighting the development of algorithms that utilize polygenic scores and rare variant analysis to enhance embryo selection in IVF. He also addresses the ethical and regulatory challenges in the field, emphasizing the need for balanced oversight to foster innovation while ensuring patient safety. (01:02:44) - Jason Kim, CEO of Firefly Aerospace, discusses the company's achievements, including being the first commercial entity to land on the Moon and executing a rapid 24-hour launch for the Space Force. He highlights Firefly's advancements in lunar exploration, such as deploying Nvidia Jetson modules for space domain awareness and imaging, and outlines future missions targeting the Moon's far side and South Pole. Kim also shares his background, from immigrating from South Korea to serving in the U.S. Air Force, and emphasizes the growing integration of space technology into various industries. (01:16:55) - Chad Janis, founder and CEO of Grüns, discusses the inception of his company, which was inspired by his desire to create a more enjoyable and convenient daily nutrient intake solution, leading to the development of gummy-based supplements. He highlights the company's rapid growth, attributing success to novel innovation, a culture of urgency, and a strong, autonomous team. Janis also reflects on the challenges faced during the company's expansion, including supply chain issues and the strategic decision to enter retail markets, culminating in Grüns' recent acquisition by Unilever. (01:41:26) - Jordan Bramble, CEO and Co-Founder of Antares, leads the company in developing transportable microreactors aimed at providing resilient energy solutions for defense, space, and industrial applications. In the conversation, he discusses Antares' focus on leveraging nuclear power's unique characteristics to enhance energy resiliency, particularly through modular power plants with high uptime and reduced supply chain dependencies. He also highlights the company's progress, including the development of a graphite-moderated reactor design using TRISO fuel and heat pipe cooling, and outlines their testing and deployment timeline, aiming for an electricity-producing system by 2027. (01:57:00) - Andy Dunn, co-founder of Bonobos and author of "Burn Rate," discusses his new venture, Pie, an app designed to foster real-life social connections by suggesting events, communities, and people to meet. He shares that the idea stemmed from his own experience of feeling isolated after moving back to Chicago during the pandemic, realizing he lacked local friends. To address this, Pie offers an AI agent named Penelope to help users coordinate social gatherings, aiming to combat adult loneliness by facilitating meaningful in-person interactions. (02:12:16) - Josh Reeves, CEO and co-founder of Gusto, discusses the challenges small businesses face with compliance across local, state, and federal levels, emphasizing the burden of tasks like state tax registration and managing notices. To alleviate these issues, Gusto is developing an end-to-end compliance solution, including comprehensive state tax registration services and acting as a registered agent to handle notices directly. Reeves also highlights the increasing number of new businesses being created, attributing this trend to improved tooling and the inspiration individuals feel to start their own ventures. 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

This is our full interview with CZ, the Founder of Binance, recorded live on TBPN. We discuss his motivation for writing his book following his legal battles, his effort to challenge misconceptions around crypto, and his perspective on regulation, privacy, and the balance between transparency and oversight in digital assets. We also explore his views on the intersection of AI and blockchain, the future of security and quantum risk, the enduring mystery of Satoshi Nakamoto, and why decentralization may depend on anonymity. 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

(01:25) - Jassy's Shareholder Letter (23:24) - AI in CyberSecurity (27:56) - 𝕏 Timeline Reactions (40:41) - Saagar Enjeti, an American journalist and political commentator, co-hosts the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, he discusses the significant capital expenditures by companies like Amazon on data centers, highlighting the resulting community pushback due to concerns over energy consumption, environmental impact, and displacement of residents. Enjeti emphasizes the need for a democratic process in approving such projects, advocating for transparency and local input to address the growing animosity toward data center developments. (01:01:09) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the New York Times' investigation into the identity of Bitcoin's creator, Satoshi Nakamoto, focusing on the claim that Adam Back is Nakamoto. Weisenthal expresses skepticism about the evidence presented, noting that many early cypherpunks shared similar ideas on privacy and internet architecture, which could explain the overlap in writing and ideology. (01:24:06) - Andrew Dai is the co-founder of Elorian, an AI company building multimodal reasoning models that can understand and interpret the physical world across text, images, and video. He focuses on advancing visual reasoning as a step toward more general intelligence. (01:31:56) - Kesava Kirupa Dinakaran, co-founder and CEO of Luminai, discusses how his company helps large health systems automate operations and back-office tasks, such as processing patient referrals, by leveraging advanced AI models to handle traditionally manual processes like faxed documents. He highlights the importance of a deep, forward-deployed approach to understand the nuanced workflows of healthcare institutions, noting that while on-premises solutions are offered for data security, most clients prefer cloud-based deployments. Kesava also mentions the significant growth of unstructured data in healthcare and announces Luminai's recent $38 million Series B funding led by Sequoia India, General Catalyst, and Y Combinator. (01:40:58) - Brian Manning, CEO and co-founder of Xona Space Systems, discusses the launch of their new satellite factory in San Francisco, following a recent $170 million Series C funding round. Xona is developing a network of small satellites positioned 20 times closer to Earth than existing GPS systems, aiming to provide highly accurate and reliable navigation services. Originally focused on supporting autonomous vehicles, the company has expanded its mission to enhance performance for the over 7 billion GPS devices worldwide. (01:53:14) - Cobi Blumenfeld-Gantz is the CEO and co-founder of Chapter, an AI-powered Medicare navigation platform that assists seniors in selecting appropriate health coverage. In the conversation, he discusses the challenges seniors face with Medicare enrollment, including the complexity of choosing from over 24,000 plans and the prevalence of deceptive marketing practices. He emphasizes the need for better data transparency and the role of technology in simplifying the Medicare selection process. (01:59:25) - Changpeng Zhao, known as CZ, is the founder and former CEO of Binance, the world's largest cryptocurrency exchange. In the conversation, he discusses his motivations for writing a book to share his personal story and correct misconceptions about himself, Binance, and the crypto industry. He also addresses the evolving regulatory landscape in the U.S., emphasizing the need for clarity and balance between oversight and privacy in the crypto space. (02:21:15) - Tal Hoffman, co-founder and CEO of Enclave, an AI code security platform, discusses the company's use of large language models to identify critical vulnerabilities in codebases that traditional scanners often miss. He highlights the significance of recent advancements in AI and cybersecurity, emphasizing the importance of exploitability in assessing vulnerabilities. Hoffman also shares that Enclave has raised $6 million in seed funding led by 8VC, with participation from notable investors like Aaron Levie and Marc Benioff. 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

(00:44) - Meta Launches Muse Spark (18:24) - Anthropic's Mythos (30:19) - 𝕏 Timeline Reactions (36:12) - Robo-Lamp (41:13) - Luther Lowe, Head of Public Policy at Y Combinator, discusses the challenges small tech companies face due to the control exerted by major platforms like Apple and Google over app distribution. He highlights the restrictive nature of app stores, likening Apple's App Store to "the worst DMV in the world," and emphasizes the need for policy interventions to curb anti-competitive practices. Lowe also mentions Y Combinator's support for the BASE Act, aimed at preventing self-preferencing by dominant platforms, to foster a more competitive and innovative tech ecosystem. (58:30) - Dan Primack, a journalist specializing in business and finance, discusses the legal landscape of prediction markets, highlighting a recent New Jersey appeals court decision favoring Kalshi, a prediction market platform. He anticipates the issue may escalate to the Supreme Court, with potential congressional intervention being necessary for significant changes. Primack also notes the bipartisan nature of opposition to such markets, citing concerns from both casino interests and anti-gambling advocates. (01:20:42) - Lior Susan, founder and Managing Partner of Eclipse Ventures, discusses his firm's focus on investing in physical industries by supporting companies like Cerebras and VulcanForms. He highlights the importance of wafer-scale integration in chip design and the use of multiple lasers in metal part manufacturing to drive innovation and scalability. Additionally, Susan emphasizes the significance of disciplined company-building practices in capital-intensive sectors and expresses optimism about the future of real asset companies in public markets. (01:33:21) - Feross Aboukhadijeh, founder and CEO of Socket, a developer-first security platform, discusses how Socket rapidly detected a malicious update to the widely-used Axios npm package within six minutes. He explains that Socket's system downloads and analyzes every open-source package across 19 ecosystems, employing static analysis, maintainer behavior analysis, AI, and human researchers to identify supply chain attacks and cybersecurity threats. Aboukhadijeh also details the sophisticated social engineering tactics used by North Korean state actors to compromise the Axios maintainer's account, leading to the publication of poisoned package versions that installed Remote Access Trojans, enabling attackers to remotely control infected devices and exfiltrate sensitive data. (01:50:24) - Qasim Mithani, co-founder and CEO of DepthFirst, discusses the company's mission to build AI capable of detecting, triaging, and remediating software vulnerabilities at scale. He highlights their recent $80 million Series B funding, raised less than 90 days after a previous round, driven by significant customer traction and the need to enhance research efforts. Mithani also emphasizes the importance of security in the AI era, noting partnerships with major AI labs and the development of in-house models to address complex enterprise environments. (01:57:57) - Jaleh Rezaei, CEO and co-founder of Mutiny, discusses the company's AI agent that assists businesses like Rippling and Snowflake in creating personalized customer-facing materials to streamline the sales process from initial contact to deal closure. She explains how the agent generates tailored content such as landing pages, battle cards, and ROI proposals, enhancing efficiency and effectiveness in customer engagement. Additionally, Rezaei shares the origin of Mutiny's name, emphasizing its mission to challenge traditional go-to-market dependencies, and recounts the story behind their raccoon mascot, Achoo, highlighting the company's culture of authenticity and spontaneity. (02:05:53) - Jeremy Philip, after 12 years at Meta focusing on trust and safety, left to address AI-powered scams by founding Charlemagne Labs, which developed Agent Charley, an on-device AI agent for real-time threat detection. He discusses the increasing sophistication of phishing attacks, emphasizing that AI enables scammers to craft highly personalized and convincing messages, making traditional phishing indistinguishable from spear phishing. Philip highlights the necessity for proactive, real-time defenses like Agent Charley to protect users from these advanced threats. 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

This is our full interview with Thomas Laffont, recorded live on TBPN. We discuss his upbringing between Paris and New York, his determined path into Hollywood through CAA’s mailroom, and the lessons he carried from entertainment into investing, from spotting Apple early to navigating AI, private markets, and the future of tech. 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

(00:45) - Meta Employees Tokenmaxxing (15:43) - Intel Joins the Terafab Project (29:59) - Corporate Retreat Gone Wrong (45:34) - Big Tech Teams up Against China (53:01) - 𝕏 Timeline Reactions (01:00:29) - Riley Walz, a 23-year-old software engineer and tech enthusiast, is known for his inventive projects that blend technology with community engagement. In the conversation, he discusses his latest venture in San Francisco's Sunset District, where he and his friends purchased a foreclosed alley for $26,000 and transformed it into a community art project. They paved the alley, invited the public to submit digital artwork through their website, and auctioned the naming rights, with the highest bid reaching $135,000, all while ensuring the alley remains accessible to vehicles. (01:17:18) - Aditya Bandi, co-founder of Noon, discusses his journey from India to the Bay Area in 2015, where his first startup was acquired by Yahoo. He highlights the challenges designers face with traditional tools that separate design from functionality, leading to inefficiencies. To address this, Noon integrates design directly with a product's codebase, enabling designers to work on both visual and functional aspects simultaneously, streamlining the development process. (01:29:45) - Zach Shore, President of Hermeus Corporation, discusses the company's recent $350 million funding round, the rapid development and testing of their high-speed aircraft, and the strategic expansion to Los Angeles to leverage local engineering talent. He highlights the advantages of unmanned jets in accelerating R&D cycles and reducing risks, and outlines the progression of their aircraft from initial prototypes to the upcoming Mach 3 platform. Shore also emphasizes Hermeus' focus on defense applications, aiming to provide advanced capabilities to the U.S. Department of Defense before considering commercial markets. (01:45:32) - Hongwei Liu, CEO and founder of Mappedin, discusses the company's mission to digitize indoor spaces by transforming traditional floor plans into dynamic, interactive maps, enabling users to navigate complex environments like malls, airports, and hospitals. He highlights the challenges of keeping indoor maps up-to-date due to constant changes, emphasizing the importance of providing building owners with tools to manage and publish their own maps. Liu also mentions Mappedin's significant market presence, including partnerships with major venues and events, and announces a recent funding round of $24.5 million to further advance their indoor mapping solutions. (01:53:14) - Zak Kukoff chairs the Tech and Venture Practice at Lewis-Burke Associates, where he advocates for the policy needs of founders and investors. In the conversation, he discusses the challenges and political dynamics surrounding data centers, including public perception issues, energy consumption concerns, and the impact on local communities. He also highlights the importance of proactive messaging and strategic political engagement to address these challenges and support technological progress. (02:12:33) - Thomas Laffont is the co-founder of Coatue, a global technology investment firm spanning public and private markets. He focuses on investing in high-growth technology companies and is known for his long-term approach to backing category-defining businesses across software, internet, and 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.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

(02:28) - $1B GLP-1 Lessons (26:57) - China's Pork Problem (30:39) - America's Best New Weapon (38:59) - Inside OpenAI & Anthropic's Finances (44:48) - The New AI Careers (52:53) - China in the AI Talent Race (56:33) - China's 2030 Master Plan (01:06:13) - 𝕏 Timeline Reactions (01:15:41) - Sam Broner, co-founder of The Better Money Company, discusses raising $10 million to build a stablecoin clearinghouse aimed at facilitating seamless payments between different stablecoins. He explains that, similar to traditional clearinghouses connecting financial institutions, their platform will enable payments companies to handle stablecoin transactions more efficiently. Broner also highlights the impact of the GENIUS Act, which has spurred increased interest from large companies in adopting stablecoins for payments, leading to a surge in requests for stablecoin projects. (01:32:57) - Jonathan Slotkin, MD, is a practicing neurosurgeon and co-founder of Scrub Capital, a venture capital firm focused on early-stage healthcare investments. In the conversation, he critiques the portrayal of a health tech company in a recent article, emphasizing the need for deeper scrutiny of medical claims and regulatory compliance. He highlights the importance of distinguishing between genuine innovation and unsubstantiated marketing, particularly in the context of telemedicine and peptide therapies. (01:47:20) - Liz Hoffman, a seasoned journalist and business and finance editor at Semafor, discusses the launch of her new weekly interview show, "Compound Interest," which delves into the inner workings of significant economic sectors through conversations with industry leaders. She highlights recent episodes featuring David Ulevitch from Andreessen Horowitz on defense technology and the CEO of Oura discussing advancements in wearable health devices. Additionally, Hoffman shares insights on the U.S. labor market, emphasizing demographic shifts and the evolving impact of AI on employment trends. (02:00:44) - Bret Taylor is an American computer programmer and entrepreneur, known for co-creating Google Maps, serving as CTO of Facebook, and co-founding the AI startup Sierra. In the conversation, Taylor discusses Sierra's rapid growth to $100 million in annual recurring revenue within seven quarters, highlighting successful deployments with companies like Nordstrom, which implemented Sierra's AI solutions in just four weeks. He emphasizes the company's focus on accelerating customer success through AI-driven solutions, including the development of Ghostwriter, a product that reimagines the platform around AI to enhance user experience. (02:20:34) - Ariyan Kabir, co-founder and CEO of GrayMatter Robotics, discusses the critical need to enhance the U.S. industrial base, particularly in shipbuilding, to address significant labor shortages and maintain national security. He announces a partnership with Huntington Ingalls Industries to integrate factory superintelligence into shipbuilding, aiming to automate labor-intensive processes like sanding, grinding, and painting through AI-powered robotic systems. Kabir emphasizes that this collaboration seeks to bridge the gap between increasing demand and limited production capacity by deploying autonomous robots capable of handling diverse manufacturing tasks, thereby improving efficiency and reducing reliance on manual labor. (02:27:14) - Atif Siddiqi, founder and CEO of Branch, leads a company that provides faster, more flexible payment solutions for hourly and gig workers, partnering with firms like Uber and Instacart. He discusses Branch's growth to over 230 employees, raising over $100 million in equity, and their focus on embedded finance offerings, including a recent integration with Stripe's Connect platform to offer digital wallets and debit cards. Siddiqi highlights the importance of improving workers' cash flow to enhance retention, noting that companies using Branch have seen a 60% increase in worker retention, and announces Branch's new end-to-end tax filing capabilities for 1099 workers. (02:35:57) - 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. TBPN is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:14) - OpenAI Acquires TBPN (21:42) - Artemis II Reactions (30:29) - The One-Man $1B Company (41:50) - Timeline Reactions (46:39) - Best Quarter for Big Deals Ever (54:26) - Private Credit's Evangelist Under Fire (01:03:47) - Apple at 50 (01:24:48) - Marc Lore, an American entrepreneur and investor, is renowned for founding Diapers.com and Jet.com, both of which were acquired by Amazon and Walmart, respectively. In the conversation, he discusses his journey from investment banking to launching these e-commerce ventures, highlighting his innovative approaches to logistics and customer experience. He also shares insights into his latest venture, Wonder, a food delivery startup aiming to revolutionize the industry by integrating technology and culinary expertise. (01:54:33) - Adam Meyers, head of counter adversary operations at CrowdStrike and host of the Adversary Universe podcast, discusses the recent surge in software supply chain attacks, emphasizing the role of developers in securing their code and the importance of multi-factor authentication to protect against identity-based threats. He highlights the increasing sophistication of adversaries, such as North Korean groups targeting developers to steal cryptocurrencies for funding weapons programs. Meyers also underscores the necessity for organizations to monitor suspicious behaviors at endpoints and during build processes to detect and prevent potential security breaches. (02:07:16) - Jeremy Allaire, co-founder and CEO of Circle, has a background in founding and leading technology companies, including Allaire Corporation and Brightcove. In the conversation, he discusses the expansion of Circle's platform beyond its stablecoin USDC, highlighting the development of the ARK operating system and the company's focus on simplifying payments and providing infrastructure for developers. He also emphasizes the growing role of USDC in agent-to-agent economic transactions, noting its dominance in this emerging market and the potential for exponential growth as AI agents increasingly engage in financial activities. (02:32:05) - Justin Levine, co-founder and CEO of Shepherd, an AI-native insurance company focusing on large-scale industries like construction and renewable energy, discusses the current construction super cycle driven by AI infrastructure, highlighting a $400 billion infrastructure spend this year alone. He explains Shepherd's role in providing insurance solutions to developers and contractors involved in building data centers and energy assets, emphasizing their innovative approach to underwriting and risk management. Levine also details Shepherd's recent $42 million Series B funding led by Intact Private Capital, underscoring the industry's recognition of the transformative impact of AI on underwriting processes. (02:40:27) - Gaurav Misra, CEO of Mirage, discusses the company's recent $75 million funding round aimed at expanding their AI-driven video editing app, Captions, into new markets, particularly in Asia. He emphasizes their unique approach of combining user-generated media with AI-generated content to create cohesive narratives, catering to small businesses and individuals seeking to market themselves effectively. Misra also highlights plans to broaden the app's use cases beyond simple captioning, focusing on automating various video editing tasks to attract a diverse user base. (02:49:46) - Philip Johnston, co-founder and CEO of Starcloud, discusses the company's recent $170 million Series A funding at a $1.1 billion valuation, making it the fastest unicorn in Y Combinator history. He outlines plans to build a constellation of 88,000 satellites, aiming to deploy 20 gigawatts of compute capacity in space, and highlights collaborations with Nvidia on space-optimized chips and the development of deployable radiators for thermal management. Johnston also emphasizes the potential of space-based data centers to alleviate terrestrial energy constraints by harnessing continuous solar power. 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Eddy Cue, recorded live on TBPN. We discuss his early years at Apple, his admiration for Steve Jobs' innovation, and the challenges of launching the original Apple online store amidst concerns from traditional retail channels. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:18) - Artemis II Launch (10:50) - Jamie Dimon's Plan (14:20) - Buffett's Protégé Joins JPMorgan (20:10) - Save Snap Now (31:10) - The Artemis II Launch Technology (38:35) - The Great KitKat Heist (45:25) - Microsoft Eyes $7B Texas Power Plant (54:19) - OpenAI Preps "Social Contract" Push After $122B Raise (01:00:37) - Timeline Reactions (01:10:15) - Eddy Cue, Apple's Senior Vice President of Services, joined the company in 1989 and has been instrumental in developing key platforms like the iTunes Store and App Store. In the conversation, he reflects on his early years at Apple, his admiration for Steve Jobs' innovation, and the challenges of launching the original Apple online store amidst concerns from traditional retail channels. (01:32:53) - Aaron Terrazas, an economist at Gusto with prior experience at Glassdoor, Convoy, Zillow, and the U.S. Treasury Department, discusses the unique advantages of being an in-house economist, emphasizing access to proprietary data that offers real-time insights into economic trends. He highlights the importance of adjusting internal data to reflect the broader labor market, ensuring accurate analyses. Terrazas also notes that, despite prevailing economic uncertainties, small businesses created approximately 120,000 new jobs in March, marking the strongest growth since 2022. (01:46:40) - Timeline Reactions (01:56:36) - Pratap Ranade, CEO and co-founder of Arena Physica, discusses the company's evolution from integrating AI into hardware engineering to developing Heaviside, the first foundation model for electromagnetism. This model, akin to a large language model but trained on materials, geometries, and electromagnetic fields, aims to address challenges in designing software-defined hardware by creating a data factory to generate the necessary training data. Ranade highlights applications in satellite communication, radar, and data centers, emphasizing partnerships with companies like AMD and Anduril to democratize advanced electromagnetic design. (02:19:00) - Abhishek Das, co-founder and co-CEO of UTOTI, discusses the development of web agents designed to autonomously perform tasks on the internet, envisioning a future where AI agents handle web interactions on behalf of users. He elaborates on the multi-layered architecture of these agents, including a core language model for web navigation, an agent harness for persistence and task management, and a user-friendly product interface. Das also highlights the company's focus on serving prosumers, such as small to medium business owners and individuals in larger companies, and mentions that their in-house model is as accurate as leading alternatives but operates faster and at a lower cost. (02:33:30) - Garry Tan, born in 1981, is a Canadian-American venture capitalist and the CEO of Y Combinator, known for co-founding Posterous and Initialized Capital. In the conversation, Tan discusses the transformative impact of AI on software development, emphasizing the need for developers to embrace rapid iteration and leverage tools like his open-source project, GStack, which turns AI assistants into virtual software development teams. He highlights the importance of structured workflows and the potential for AI to significantly enhance productivity in the tech industry. (02:56:21) - Brannin McBee, co-founder and Chief Development Officer of CoreWeave, discusses the company's innovative financing strategy, which involves combining GPU infrastructure with long-term contracts to secure investment-grade financing at competitive rates. He emphasizes the importance of market validation in reducing capital costs and highlights the sustained demand for older GPU models, attributing it to the diverse needs of AI workloads. McBee also underscores the significant engineering efforts required to build large-scale data centers and the necessity of aligning with clients to support the rapid evolution of AI technology. (03:09:07) - Sam Yagan, co-founder and managing director of Corazon Capital, is an American entrepreneur known for founding SparkNotes and OkCupid, and serving as CEO of Match Group. In the conversation, he discusses the transformative impact of AI on consumer technology, emphasizing the need for startups to focus on achieving product-market fit and highlighting the importance of adaptability and strategic pivots in entrepreneurial success. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:47) - AI Is Coming for Your Memes (11:42) - Axios NPM Package Compromised (23:17) - Claude Code Source Code Leak (34:36) - Google: Quantum Threat to Crypto is Real (42:16) - Timeline Reactions (57:57) - Alex Pruden, a former Army Green Beret and Stanford graduate, is the CEO and co-founder of Project Eleven, a company dedicated to securing digital assets against emerging quantum computing threats. He discusses the urgency of addressing vulnerabilities in blockchain cryptography, emphasizing that recent advancements in quantum computing have significantly lowered the threshold for potential attacks on systems like Bitcoin. Pruden highlights the need for proactive measures to transition to quantum-resistant cryptographic standards to safeguard the future of decentralized networks. (01:16:37) - Qasar Younis, CEO of Applied Intuition, discusses the company's $15 billion valuation and its mission to integrate AI into physical machines across various industries. He highlights a recent partnership with LG Innotek to develop cost-effective self-driving technologies, emphasizing the shift from research to engineering in autonomous systems. Younis also notes the importance of shared learning across sectors like mining and trucking to enhance AI models, and underscores the company's capital efficiency and strategic approach to scaling AI solutions in the physical world. (01:31:51) - Sebastian Mallaby, an English journalist and author, is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations. In his conversation, he discusses his latest book, "The Infinity Machine," which explores the life of Demis Hassabis and the development of artificial intelligence at DeepMind. Mallaby shares insights into his research process, including extensive interviews with Hassabis, and reflects on the rapid advancements in AI and their broader implications. (02:02:30) - Forrest Heath, founder of Somos, discusses his journey from dropping out of high school and moving to Medellín, Colombia, to building a company that provides high-speed, low-cost internet infrastructure in Latin America. He explains how Somos constructs its own infrastructure, including nationwide backbones and custom Wi-Fi routers, to deliver gigabit connections at affordable prices. Heath also highlights the potential for Latin America to leapfrog traditional telecom systems, positioning the region at the forefront of internet infrastructure development. (02:12:46) - Dino Mavrookas, co-founder and CEO of Saronic Technologies, discusses the company's recent $1.75 billion financing round, emphasizing plans to accelerate production and delivery of autonomous surface vessels to the U.S. and its allies. He highlights the development of the 180-foot unmanned ship, Marauder, and the Corsair platform, with production already in the thousands. Mavrookas also outlines intentions to invest billions in new shipyards, aiming to revitalize the U.S. shipbuilding industry and create thousands of jobs. (02:20:29) - Will Ahmed, founder and CEO of WHOOP, discusses the company's recent $575 million Series G financing round, highlighting the addition of investors like LeBron James and Cristiano Ronaldo. He emphasizes WHOOP's expansion into 60 markets, its evolution into a comprehensive health platform with medical-grade technology, and plans to enhance brand awareness through increased marketing efforts. Ahmed also outlines the company's commitment to advancing product accuracy and functionality, aiming to make the device smaller and smarter while integrating more health monitoring capabilities. (02:31:49) - Jannick Malling, co-founder and co-CEO of Public.com, discusses the launch of AI Agents for investing, a feature that allows users to automate portfolio strategies directly within the Public app. These AI Agents can monitor markets, move funds, and execute trades based on user-defined instructions, enhancing the investing experience by shifting from manual order entries to intent-based automation. (02:43:21) - Ryan Daniels, founder of Crosby, a law firm integrating advanced AI technologies, discusses the firm's recent $60 million Series B funding and achieving over $1 billion in client contracts. He highlights the firm's strategy of employing AI agents to handle entire legal tasks end-to-end, emphasizing the importance of combining technological advancements with human expertise to enhance legal services. Daniels also addresses the evolving role of lawyers in the age of AI, underscoring the need for legal professionals to focus on client interactions and effectively collaborate with engineers to develop better legal technologies. (02:52:31) - Chris Yu, co-founder and president of Also, discusses the company's mission to electrify small form-factor vehicles, such as e-bikes and pedal quads, by applying the Rivian or Tesla playbook to these smaller modes of transportation. He highlights partnerships with Amazon and DoorDash to deploy these vehicles, emphasizing their suitability for dense urban environments and the potential for autonomy. Yu also elaborates on the collaborative relationship with Rivian, sharing technical architectures and commodities like battery cells, while adopting a contract manufacturing model for assembly to accommodate the unique needs of smaller-scale products. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe -

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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Tae Kim, recorded live on TBPN. We discuss why he believes fears around Nvidia and AI infrastructure are overblown despite recent market pullbacks, unpack how exploding inference demand from coding agents and enterprise adoption is driving a sustained compute shortage that Nvidia is uniquely positioned to capture after locking up key supply, and debate what this next wave of AI means for everything from GPU scarcity and chip strategy to token demand, vertical agents, and whether the current boom is the early innings of a multi-year expansion or the setup for a future compute glut. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:49) - The Lawyer Who Beat Meta and Google (15:44) - The Social Media Addiction Placebo Controlled Trial (32:54) - Revisiting The Jetsons (42:16) - What I Hate Most About Hotel Room Tech (48:37) - Sysco to Acquire Restaurant Depot (51:08) - Office Chair Racing (01:00:08) - Tae Kim, a financial analyst and founder of the newsletter "Key Context," discusses the recent volatility in Nvidia's stock, attributing it to cyclical market fears rather than fundamental issues, and highlights the company's strategic acquisitions and partnerships, such as with Groq, to meet surging AI inference demand. He emphasizes Nvidia's proactive supply chain management and strong relationships with TSMC to secure wafer allocations, positioning the company to capitalize on the growing AI market. Additionally, Kim notes the increasing demand for CPUs driven by AI agents, suggesting a significant trend in the tech industry. (01:30:37) - Logan Bartlett, Managing Director at Redpoint Ventures, discusses the disconnect between public and private market valuations in the software industry, highlighting how public software companies trade at lower multiples compared to their private counterparts. He attributes this to public investors' concerns over stock-based compensation and questions about the long-term terminal value of these businesses. Bartlett also emphasizes the cultural challenges incumbent companies face in adapting to rapid technological shifts, particularly in integrating AI capabilities, which may hinder their ability to capture new market opportunities. (02:09:37) - Sam Stephenson, co-founder and CTO of Granola, an AI-powered meeting notepad, discusses the company's recent $125 million Series C funding led by Index Ventures, bringing its valuation to $1.5 billion. He highlights Granola's evolution from a personal note-taking app to an enterprise solution, emphasizing the importance of capturing meeting contexts to enhance company operations. Stephenson also addresses the challenges of integrating AI into meeting tools, noting the complexities of understanding social nuances and the necessity of building features that seamlessly fit into users' workflows. (02:23:38) - Ben Broca, founder of Polsia, discusses his AI platform that autonomously builds and manages companies by handling tasks such as product development, marketing, and customer support. He emphasizes the importance of configuring AI models with the right tools and orchestration to achieve desired outcomes, and highlights that while AI can automate operational tasks, human input remains crucial for aspects like branding and understanding market trends. Broca also shares that Polsia has rapidly grown, with over 500 companies utilizing the platform, and mentions the intentional naming of Polsia as "AI Slop" spelled backward to spark conversation. (02:34:28) - Brett Adcock, founder and CEO of Figure AI, has launched Hark, an AI lab focused on developing advanced personalized intelligence by integrating multimodal AI models with next-generation hardware interfaces. In the conversation, Adcock discusses the limitations of current AI systems and devices, emphasizing the need for proactive, personalized AI that can interact naturally through speech, text, and vision, and highlights Hark's efforts to address these gaps by building both the models and hardware interfaces necessary for a seamless AI experience. (02:44:47) - Andrei Serban is the founder and CEO of Console, an AI-driven platform that automates IT support tasks directly within communication tools like Slack. In the conversation, he discusses Console's recent launch of "Assistant," a feature that automates complex, multi-system tasks such as investigating internet outages and deploying software updates. He also highlights how Assistant enables IT teams to build their own integrations, allowing for rapid adaptation to specific needs without extensive engineering resources. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:53) - Novartis to Buy Excellergy for $2B (11:04) - 𝕏 Timeline Reactions (24:08) - Anthropic Stories (33:06) - Mansion Section (54:23) - Billy Boman, an AI visual creator and educator, discusses his journey from a creative upbringing and formal design education to roles in fashion and tech, culminating in his current focus on AI-driven content creation. He highlights his work on high-profile projects, including AI-generated commercials and music videos, and emphasizes the transformative impact of AI on the creative industry. Boman also shares insights into his teaching role at Berghs School of Communication, where he integrates AI tools into the curriculum to prepare students for the evolving landscape of digital storytelling. (01:27:27) - Benjamin Miller, co-founder and CEO of Fundrise, discusses the company's mission to democratize real estate investing through technology, making high-quality investments accessible to a broader audience. He highlights the recent public listing of the Fundrise Innovation Fund (VCX) on the New York Stock Exchange, emphasizing its role in providing investors with exposure to private technology companies. Miller also elaborates on Fundrise's strategic approach to venture capital, focusing on building relationships with top private companies and leveraging their extensive customer base to add value beyond capital investment. (01:48:47) - Faris Sbahi, Founder and CEO of Normal Computing, discusses how his company collaborates with leading semiconductor firms to design custom silicon and is developing ultra-efficient ASICs focused on energy efficiency. He highlights the industry's shift towards heterogeneous computing, emphasizing the need for specialized chips tailored to specific workloads, and introduces thermodynamic computing as a novel approach to enhance energy efficiency in AI workloads. Sbahi also announces a $50 million accelerator round led by Samsung to further these initiatives. (01:55:38) - Evan Loomis, General Partner at Overmatch Ventures and co-founder of ICON, discusses the firm's recent $250 million fund closure aimed at investing in deep tech, defense, and space sectors, with plans to build a concentrated portfolio of approximately 25 companies. He emphasizes the urgency for the U.S. to lead in critical technologies like artificial intelligence and advanced defense systems, expressing confidence in the nation's innovative capacity despite current challenges. Loomis also highlights ICON's achievements, including 3D-printing the first home in the U.S. and collaborating with NASA to construct a lunar habitat. (02:04:18) - Anvisha Pai, founder and CEO of Moda, discusses the launch of Moda, an AI design tool that enables non-designers to create fully editable slides, social graphics, and landing page mockups. Unlike other AI design tools, Moda offers a fully editable canvas, allowing users to adjust text boxes and move elements freely. The company recently announced a $7.5 million funding round led by General Catalyst, with participation from the founder of Dropbox, Arash Ferdowsi. (02:18:13) - Ryan Tseng, President, Co-Founder, and Chief Strategy Officer of Shield AI, a defense technology company specializing in AI-powered autonomous systems, announced the completion of a $2 billion financing round at a $12.7 billion valuation and the acquisition of Echelon Technologies, a leader in physics-based simulation for high-end aviation training. He discussed the company's mission to protect service members and civilians through advanced aircraft and AI pilots, emphasizing the importance of autonomy in modern defense operations. Tseng also highlighted the integration of Echelon's simulation capabilities to enhance the development and deployment of autonomous systems, aiming to accelerate the proliferation of high-performance, high-assurance autonomy in defense applications. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Nima Jalali, recorded live on TBPN. We discuss how he went from pro snowboarder to building one of the fastest-growing personal care brands in the market, unpack why relentless product obsession, profitability from day one, and brand building over playbook thinking helped the company scale to $165 million in revenue, and debate what aspiring consumer founders can learn from his unconventional path on everything from product development and retail expansion to focus, funding, and building a legacy brand that can last for generations. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:36) - Arm's $15B Chip Bet (14:38) - Sanders & AOC: Pause Data Centers (27:54) - Meta & YouTube Lose Addiction Trial (37:08) - 𝕏 Timeline Reactions (44:34) - "Thou Shalt Not Steal" Op-Ed Reaction (52:20) - 𝕏 Timeline Reactions (01:13:50) - Eric Goldman, Associate Dean for Research and Professor of Law at Santa Clara University School of Law, specializes in Internet Law, Intellectual Property, and Advertising & Marketing Law. He discusses the recent California state court case where a jury awarded $6 million in damages to a plaintiff who alleged that social media platforms contributed to her mental health issues. Goldman highlights the broader implications of this verdict, noting that it could set a precedent for numerous similar lawsuits pending across the country, potentially leading to significant financial liabilities for social media companies and prompting changes in platform design and regulation. 01:29:55 Nima Jalali, a former professional snowboarder from Los Angeles, is the founder and CEO of Salt & Stone, a natural skincare brand established in 2017. In the conversation, he discusses his transition from snowboarding to entrepreneurship, emphasizing the importance of creating high-performing, design-led products that resonate with consumers. Jalali highlights the brand's rapid growth, its focus on quality and authenticity, and the significance of building a lasting legacy through relentless dedication and strategic partnerships. 01:59:21 Jon McNeill, an American businessman and entrepreneur, has held prominent roles including President of Global Sales and Service at Tesla and Chief Operating Officer at Lyft. In the conversation, he discusses the operational framework he developed at Tesla, emphasizing principles such as questioning every requirement, simplifying processes, accelerating workflows, and automating last. He illustrates these concepts with examples, like reducing Tesla's online purchase process from 64 to 20 clicks by eliminating non-essential steps, and highlights the importance of maintaining focus and agility within organizations to drive innovation and efficiency. (02:19:48) - Karri Saarinen, co-founder and CEO of Linear, a software development company founded in 2019, discusses the need to rethink traditional issue tracking systems, emphasizing that outdated processes hinder efficiency in the era of AI agents. He highlights the importance of simplifying workflows and leveraging AI to automate tasks, allowing engineers to focus on more complex problems. Saarinen also introduces Linear's new features, such as the Linear Agent, designed to enhance productivity by providing context and automating routine tasks. (02:35:03) - Dimi Kellari, co-founder and CEO of Neion Bio, discusses how his company genetically engineers chickens to produce medicines within their eggs, aiming to reduce drug manufacturing costs and enhance accessibility. With a background in aerospace engineering, Kellari transitioned to biotech to address challenges in drug pricing and supply chains. He highlights a recent commercial deal to bring up to three biosimilar drugs to market, emphasizing the scalability of their approach, where a few thousand chickens can produce the global supply of a drug like Humira. (02:41:13) - Mikey Shulman, co-founder and CEO of Suno, an AI-driven music creation platform, discusses the company's focus on providing fulfilling creative experiences in consumer entertainment, emphasizing their identity as a consumer and entertainment company rather than a traditional AI lab. He highlights the platform's growth, noting the recent milestone of 2 million subscribers and $300 million in annual recurring revenue, attributing this success to the team's hard work and innovative engagement strategies. Shulman also introduces new product features, including a model that allows users to create music using their own voices, enhancing personalization and accessibility in music creation. (02:52:25) - Aida Baradari, a Harvard physics graduate, is the founder of Valence, a company dedicated to protecting personal freedom through innovative technology. She discusses the development of a smart ultrasonic jammer that detects nearby recording devices and emits targeted distortion signals, ensuring private conversations remain confidential. Baradari also addresses the device's applications for privacy-conscious individuals and organizations, its current price point, and the legal considerations surrounding its use. (02:59:55) - Zack Kanter, founder and CEO of Stedi, discusses his journey from leading an auto parts business to establishing Stedi, a healthcare clearinghouse that processes administrative transactions in the healthcare sector. He explains how Stedi facilitates real-time eligibility checks and claims processing, handling tens of millions of transactions monthly. Kanter also highlights the company's growth, noting that Stedi has raised $142 million to date and employs approximately 125 people in a distributed, remote work environment. 03:07:29 Nik Milanovi, founder of the fintech media company "This Week in Fintech," discusses its recent acquisition by Plaid, highlighting plans to maintain the company's community-focused initiatives and expand internationally. He observes that, following a surge in 2021, many fintech companies have stabilized and are now effectively competing with traditional financial institutions. Milanovi also emphasizes the need for deeper media coverage of fintech innovations and expresses a commitment to enhancing the industry's discourse. (03:14:41) - Zach Perret, co-founder and CEO of Plaid, discusses his selective approach to event participation, emphasizing the importance of attendee quality and event size. He highlights Plaid's recent acquisition of This Week in Fintech, expressing excitement about the collaboration. Additionally, Perret shares Plaid's focus on integrating AI into financial services, mentioning their partnership with Perplexity to enhance consumer-facing AI experiences. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Pl...

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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:53) - The Benchmark Ship of Theseus (14:16) - OpenAI to Kill Sora (23:56) - 𝕏 Timeline Reactions (43:07) - SpaceX Could File for an IPO This Week (51:57) - Manus Founder Stuck in China (59:34) - Mike Knoop is the co-founder of Zapier, the automation platform that connects apps and workflows without code. He is also a co-founder of the ARC Prize, an initiative advancing progress toward artificial general intelligence through benchmark-driven research, and now focuses on early-stage investing and technical projects across AI and software infrastructure. (01:22:33) - Nathan Benaich is the founder and general partner of Air Street Capital, a venture firm focused on AI-first companies. He is also the creator of the State of AI Report, one of the most widely read annual analyses of the AI industry, and co-founded the AI research hub RAAIS (Research and Applied AI Summit). (01:35:26) - Rohin Dhar is a San Francisco–based real estate agent specializing in residential properties. He works with buyers and sellers across the Bay Area, focusing on navigating competitive markets and helping clients make informed investment and housing decisions. (01:46:42) - Eric Jorgenson is an author and investor best known for The Almanack of Naval Ravikant and The Book of Elon, where he distills the ideas, strategies, and operating principles behind Elon Musk’s approach to building companies. He writes about leverage, decision-making, and product-building while working with early-stage startups. (02:00:28) - Jenny Just & Matt Hulsizer are the co-founders and managing partners of PEAK6, a financial services and technology firm spanning trading, investing, and venture. They focuses on building and backing companies across fintech, consumer, and education, and is known for their emphasis on performance culture and long-term value creation. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (06:46) - Who Won The Great Peptide Debate (13:57) - Ternus Steps Into Apple Spotlight (34:12) - TBPN Featured in Fast Company (39:11) - OpenAI's Non-Profit to Spend $1B in 2026 (40:59) - 𝕏 Timeline Reactions (50:52) - Chase Lochmiller is the co-founder and CEO of Crusoe, an energy and computing company that uses stranded natural gas to power data centers and AI workloads. He focuses on aligning energy production with high-performance computing demand, turning wasted resources into infrastructure for machine learning and cloud services. (01:06:04) - Ryan Petersen is the founder and CEO of Flexport, a global logistics and freight forwarding company using software to modernize supply chains. He is known for his hands-on leadership style and for bringing transparency, data, and real-time visibility to international shipping and trade. (01:20:49) - 𝕏 Timeline Reactions (01:23:28) - Scott Nolan is the founder and CEO of General Matter, a company focused on advanced materials and next-generation industrial technologies. He previously was a partner at Founders Fund, where he invested in frontier sectors like aerospace, defense, and manufacturing, and continues to focus on building technically ambitious companies with long-term impact. (01:35:19) - Sarah Guo is the founder of Conviction, a venture firm focused on AI-native companies. She was previously a general partner at Greylock, where she led investments in companies like Figma, and is known for backing founders building across the AI stack—from infrastructure to applications. (01:48:41) - 𝕏 Timeline Reactions (01:55:39) - Casey Handmer is the co-founder and CEO of Terraform Industries, a company focused on producing low-cost synthetic fuels using renewable energy. A former physicist at NASA’s Jet Propulsion Laboratory, he writes extensively on energy, climate, and industrial systems, with an emphasis on scaling technologies that enable abundant clean energy. (02:04:42) - Shaun Maguire is a partner at Sequoia Capital focused on early-stage investments in AI, infrastructure, and frontier technologies. He previously founded Expanse, a cybersecurity company acquired by Palo Alto Networks, and is known for backing technically ambitious founders and writing about geopolitics, defense, and the future of software. (02:19:09) - 𝕏 Timeline Reactions (02:24:13) - Delian Asparouhov is a partner at Founders Fund focused on frontier technologies, including aerospace, defense, and advanced manufacturing. He previously co-founded Varda Space Industries, which builds space-based manufacturing infrastructure, and works closely with companies pushing the boundaries of hardware and national security tech. (02:36:44) - Zach Dell is the co-founder and CEO of Base Power, a company building distributed battery systems to stabilize the electrical grid and provide backup power to homes. He previously worked in venture capital at Thrive Capital and focuses on applying software and capital to modernize energy infrastructure. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Martin Shkreli and Max Marchione, recorded live on TBPN. We discuss the sharp divide between biotech orthodoxy and the rising peptide movement, unpack the fight over whether compounds like BPC-157 are dangerous gray-market hype or promising under-researched tools with real-world patient impact, and debate whether the FDA should hold the line on traditional evidence standards or adapt to a world where off-label experimentation, compounding, and anecdotal outcomes are already forcing the issue. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.  Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:22) - SpaceX's Lunar Mass Driver (41:12) - 𝕏 Timeline Reactions (54:37) - AI Coming for Zuck's Job (58:17) - The Great Peptide Debate w/ Martin Shkreli & Max Marchione. Martin Shkreli, often referred to as the "Pharma Bro," is an American investor and former pharmaceutical executive known for his controversial decision to drastically increase the price of the life-saving drug Daraprim. In the conversation, Shkreli expresses skepticism about the growing popularity of peptides, attributing it to psychological factors like identity control and distrust of institutions. He emphasizes the importance of adhering to established pharmaceutical practices and regulatory frameworks to ensure drug safety and efficacy. Max Marchione is the co-founder of Superpower, a health optimization platform focused on proactive, data-driven care and longevity. He works at the intersection of consumer health, diagnostics, and software, building tools that give users deeper visibility into their biology and long-term health. (01:31:35) - Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the firm's recent closure of its $3.5 billion Fund 7, highlighting the strong interest from both existing and new limited partners. He emphasizes Lead Edge's unique approach, leveraging a diverse LP base of world-class executives and entrepreneurs to support portfolio companies through customer introductions, recruiting, and advisory roles. Green also addresses the resilience of the software industry, countering notions of a "SaaS apocalypse" by underscoring the enduring value and stickiness of enterprise software solutions. (01:43:28) - Shane Hegde, co-founder and CEO of Air, a creative operations platform, discusses the company's recent initiatives, including a new ad campaign in The New York Times and their most significant product release to date. He emphasizes that while AI is a powerful tool, it cannot replace the deeply subjective and perfection-driven nature of creative work. Hegde introduces five new features launching tomorrow: access to 50 AI models within Air, a canvas editor for asset manipulation, AI agents for automated edits, a context layer to maintain brand consistency, and a shift to usage-based pricing. (01:52:53) - Dr. Adam Oskowitz, co-founder and Chief Medical Officer of Doctronic, discusses their AI-native care platform that offers free, 24/7 health consultations, connecting users to licensed doctors across all 50 states for $39 per visit. He highlights the platform's efficiency, enabling doctors to see more patients per hour compared to traditional telehealth services, and mentions a pilot program in Utah where their AI system can renew prescriptions without direct physician involvement. Additionally, Dr. Oskowitz notes that the platform's ease of use encourages users to seek care they might otherwise forgo, addressing the longstanding supply-demand mismatch in medicine. (02:00:16) - Robin Vince, CEO of BNY Mellon, discusses the bank's strategic focus on integrating artificial intelligence (AI) to enhance operational efficiency, enrich client services, and expand its service offerings. He highlights the development of Eliza, BNY Mellon's enterprise AI platform, which supports over 125 AI-enabled solutions and empowers employees to build custom AI agents, fostering a culture of innovation. Vince also emphasizes the importance of responsible AI adoption, underscored by BNY Mellon's collaboration with Carnegie Mellon University to advance AI research and education. (02:17:26) - David Senra is the host of the Founders podcast, where he studies and distills the lives of history’s greatest entrepreneurs. Through deep dives into biographies of figures like Steve Jobs, Estée Lauder, and Henry Ford, he focuses on the patterns, habits, and principles behind building enduring companies. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:13) - 100 Billion Bezos (21:29) - 𝕏 Timeline Reactions (26:13) - SMCI Fully Sends GPUs (To China) (52:57) - WSJ Mansion Section (01:04:09) - RF, a menswear industry veteran with over a decade of experience, discusses the resurgence of the Upper East Side in New York City, noting its renewed popularity among residents. He emphasizes the importance of community in the success of modern menswear brands and highlights Buck Mason's expansion as a prime example. Additionally, RF shares his appreciation for hotel bars, describing them as offering a more curated and elevated experience compared to regular bars. (01:19:42) - Mitch Lee, co-founder and CEO of Arc Boat Company, discusses the company's mission to electrify the marine industry by developing high-performance electric boats that offer enhanced user experiences, such as reduced noise and instant torque. He highlights the advantages of electric boats, including lower operating costs, minimal maintenance, and environmental benefits, while noting that existing marina infrastructure is well-suited for charging these vessels. Additionally, Lee shares Arc's expansion into commercial and defense sectors, mentioning a $160 million deal to produce hybrid-electric tugboats, and emphasizes the company's commitment to modernizing maritime technology through electrification. (01:30:10) - Bucky Moore, a Partner at Lightspeed Venture Partners, discusses the firm's recent $9 billion fund closure and its focus on AI investments, particularly in infrastructure and application layers. He highlights the challenges for new AI labs in reaching the frontier due to increased competition and resource requirements, emphasizing the importance of deep technical risk-taking and high-conviction bets. Moore also addresses the evolving dynamics between AI model providers and application developers, noting the necessity for application companies to establish defensible positions through unique user data and specialized solutions. (02:01:16) - Steve Huffman, co-founder and CEO of Reddit, discusses the company's 2026 focus on enhancing the experience for new users by simplifying the platform's interface and leveraging machine learning to deliver personalized content. He emphasizes the importance of users discovering communities that resonate with them to ensure long-term engagement. Additionally, Huffman addresses the challenges and opportunities presented by AI, highlighting its role in content moderation and the ongoing societal calibration regarding AI-generated content. (02:29:56) - Quaid Walker, a guest from Basel, discusses the watch industry's current trends, including the rising interest in independent brands like F.P. Journe, and the impact of tariffs on watch prices and authenticity. He also offers recommendations for tech professionals entering the watch world, suggesting models like the Tudor Black Bay and vintage Rolex Submariners. Additionally, Walker touches on the challenges of detecting counterfeit watches and the role of AI in the authentication process. (02:50:48) - Ankur Jain, founder and CEO of Bilt Rewards, discusses the company's expansion into hospitality for restaurants, enabling seamless guest experiences and allowing patrons to charge meals directly to their apartments. He explains Bilt's evolution from a consumer-focused credit card offering to a primarily B2B platform, providing hospitality software to property managers and connecting residents with local merchants. Jain also addresses the challenges of integrating into the housing market, emphasizing the importance of building momentum through consumer engagement before partnering with property managers. (03:01:29) - Michael Kratsios, the 13th Director of the White House Office of Science and Technology Policy, discusses the recent unveiling of a national AI legislation framework aimed at establishing a unified standard to replace the existing patchwork of state regulations, thereby easing compliance for startups. The framework also addresses child safety, energy consumption concerns related to data centers, and the need for parental control over children's online experiences. Kratsios emphasizes the importance of bipartisan support to codify these initiatives into law within the current calendar year. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:45) - Samsung Invests $70B in AI Chips (09:15) - Composer 2 Available in Cursor (17:49) - 𝕏 Timeline Reactions (28:43) - Apple: Behind in AI, Ahead in Revenue (40:23) - 𝕏 Timeline Reactions (57:09) - Carl Eschenbach & Pat Grady. Carl Eschenbach, a seasoned technology executive with over 35 years of experience, has held leadership roles at VMware and Sequoia Capital before becoming co-CEO of Workday in December 2022 and sole CEO in February 2024. In his conversation, he discusses his return to Sequoia Capital, emphasizing the firm's unique position to navigate the massive technological disruptions, particularly in AI, and his personal mission to mentor and support founders during this transformative era. Pat Grady is a partner at Sequoia Capital focused on early- and growth-stage investments across software and consumer technology. He has led or supported investments in companies like Airbnb, Zoom, and DoorDash, and is known for his work with founders on scaling products and building enduring companies. (01:29:44) - Jim Cantrell, an American entrepreneur and mechanical engineer, co-founded Phantom Space Corporation in 2019, aiming to revolutionize space transportation through mass production of rockets and satellites. He discusses his extensive experience in the automotive and aerospace industries, including his early involvement with SpaceX, where he accompanied Elon Musk to Russia to purchase rockets, an endeavor that ultimately led to the founding of SpaceX. Cantrell also highlights Phantom Space's development of the Daytona launch vehicle, designed to provide cost-effective and responsive launch services, and emphasizes the importance of vertical integration and mass manufacturing in reducing costs and increasing access to space. (01:49:54) - Tom Hulme, Managing Partner and Head of Europe at GV (Google Ventures), discusses the firm's significant focus on AI investments, noting that 80-90% of their current activities involve AI, and emphasizes the importance of technical talent in Europe, highlighting that 35% of the world's AI researchers are based there. He also mentions the emergence of repeat founders and a "PayPal mafia" effect in Europe, citing investments in companies like Snyk and GoCardless. Additionally, Hulme underscores the UK's substantial contributions to AI research, particularly through DeepMind, and discusses the potential of new AI technologies such as world models and reinforcement learning to complement existing large language models. (02:00:41) - Mark Cuban, born in 1958, is an American entrepreneur and investor, best known for his ownership of the Dallas Mavericks and his role on the television show "Shark Tank." In the conversation, he discusses his positive outlook on life, his information consumption habits, and his approach to handling AI-generated communications. He also shares insights into emerging trends in AI-driven startups, the evolving landscape of sports and entertainment, and his perspectives on the future of robotics and self-driving cars. (02:35:54) - 𝕏 Timeline Reactions (02:40:58) - John Kim, co-founder and CEO of Paraform, discusses the company's evolution from assisting startups in building founding teams to serving a diverse clientele, including public companies like Palantir. He highlights Paraform's recent $40 million funding round led by Scale Venture Partners and outlines plans to deploy the capital for team expansion and product roadmap acceleration. Additionally, Kim shares the company's strategic move into the legal hiring market, aiming to become a universal hiring platform across various industries. (02:48:40) - Eugen Alpeza, co-founder and CEO of Edra, discusses how their agentic learning system connects to existing enterprise systems like ServiceNow, Jira, Outlook, Salesforce, and Zendesk to observe and document employee workflows, enabling automation of tasks without requiring explicit instructions. He highlights that Edra's approach is particularly beneficial for large companies with complex processes, citing clients such as ASOS, Cushman & Wakefield, and HubSpot. Additionally, Eugen mentions that Edra has raised $30 million in funding, led by Sequoia, with continued support from ATVC and A-Star. (02:52:31) - Ari Herbert, founder of RunCivil, is dedicated to automating hacker intuition to enhance internet safety. He recounted his journey from being OpenAI's first security hire in 2019, where he contributed to GPT-3 and Codex, to establishing RunCivil after recognizing the need for proactive security measures against malicious AI use. Ari discussed the diverse threats faced by organizations, the limitations of model distillation, and the importance of tailored security solutions for enterprises, emphasizing the necessity of offensive strategies in cybersecurity. (03:02:37) - Alex Konrad, founder and editor of Upstarts Media, discusses the evolution of his media company since its launch, highlighting the introduction of a podcast and feature stories aimed at providing service-oriented coverage for founders. He emphasizes the importance of delivering concise, informative content tailored to the busy schedules of startup builders, such as commute-length podcasts and illustrative articles that simplify complex topics. Konrad also reflects on the current state of venture capital, noting the significance of domain expertise and the challenges of maintaining visibility in a competitive landscape. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com ...

This is our full interview with Mark Cuban, recorded live on TBPN. We discuss why he believes AI agents are spawning a new wave of startups across every vertical despite most still struggling to find traction, unpack his contrarian take that humanoid robots will fail as the world instead redesigns environments around specialized machines, and debate how AI is reshaping everything from cold email and small business operations to Shark Tank, self-driving cars, and what the next generation of founders should actually be building. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.  Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (05:54) - H200s Are Going to China (18:27) - 𝕏 Timeline Reactions (27:33) - Apple Cracks Down on Vibe Coding Apps (37:36) - Peptide Debate (46:17) - 𝕏 Timeline Reactions (54:50) - Private Credit Meets the AI Shift (01:05:44) - Andy Fang, co-founder and head of consumer engineering at DoorDash, discusses the company's recent acquisition of Metis, an applied AI research lab, to enhance AI integration into their services. He highlights the potential of AI to improve customer experiences by addressing decision paralysis through agentic commerce, and to assist restaurants in optimizing operations, such as pricing and promotions. Fang also emphasizes the importance of creating seamless, beneficial AI-driven experiences without overtly branding them as AI features. (01:25:05) - Matt Jayson, founder and CEO of Multiply, discusses his company's innovative approach as the first hybrid AI media agency, combining AI agents with human expertise to create self-learning ads that adapt based on customer feedback. He highlights their recent emergence from stealth mode with a $9.5 million funding round and emphasizes the need for modernized advertising strategies in the B2B sector, noting that traditional ads become stale quickly. By integrating AI with human media buying, Multiply aims to revolutionize advertising effectiveness and efficiency. (01:34:12) - Dr. Cameron Sepah, a licensed clinical psychologist and former assistant clinical professor of psychiatry at UCSF School of Medicine, is the founder and CEO of Maximus, a company specializing in men's health and hormone optimization. In the conversation, he discusses the concept of performance medicine, emphasizing the use of FDA-approved treatments like testosterone, GLP-1 agonists, and growth hormone peptides to enhance health and performance. Dr. Sepah also highlights the importance of personalized medicine, advocating for tailored protocols that address individual health needs beyond traditional healthcare models. (02:06:19) - Chris Gadek, CEO of AdQuick, discusses how the company is revolutionizing out-of-home (OOH) advertising by integrating technology to streamline planning, buying, and measurement processes. He highlights AdQuick's recent partnership with OUTFRONT Media, a major player in the OOH space, to enhance campaign execution and measurement across various formats. Gadek also emphasizes the importance of proving the effectiveness of OOH advertising through advanced analytics and measurement tools. (02:17:05) - Chris Hladczuk, co-founder and CEO of Hanover Park, an AI-native fund administration platform, discusses how his company streamlines financial operations for investment firms by replacing manual processes—referred to as "human duct tape"—with AI-driven solutions. He highlights the platform's ability to provide real-time data integration, enabling faster decision-making and reducing reliance on traditional, labor-intensive methods. Additionally, Hladczuk emphasizes Hanover Park's commitment to becoming the default partner for fund CFOs seeking AI transformation, underscoring the company's rapid growth and focus on customer satisfaction. (02:30:07) - Georgios Konstantopoulos, Chief Technology Officer and General Partner at Paradigm, leads the engineering team at Tempo, a payments-focused blockchain project. In the conversation, he discusses Tempo's recent mainnet launch and the introduction of the Machine Payments Protocol (MPP), designed to enable agents to perform transactions seamlessly. He highlights Tempo's optimization for fast, low-latency payments and introduces features like Sessions and Access Keys to manage transaction scalability and security. (02:45:24) - Matt Huang, co-founder and Managing Partner at Paradigm, discusses the rapid development and launch of Tempo, a Layer 1 blockchain designed for stablecoin payments, highlighting the collaboration between Paradigm and Stripe to address existing infrastructure challenges. He emphasizes the importance of promoting stablecoin adoption beyond merely offering another blockchain, noting their potential to modernize the financial system by enabling instant, 24/7 payments. Huang also reflects on Paradigm's investment strategy, comparing early investments in Bitcoin and Ethereum to current considerations in the AI landscape, and underscores the firm's commitment to supporting frontier technologies. (03:01:19) - Pardoned Nikola's CEO Next Act (03:04:49) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:22) - AI Side Quests (18:42) - 𝕏 Timeline Reactions (41:12) - Jensen Huang on Going to Space (44:38) - Zaslav's Payday (48:21) - Carried No, an anonymous X user known for his distinctive profile picture, discusses the unfolding crisis in software private equity and private credit markets, highlighting the unsustainable financing structures that have led to a looming debt repayment cliff in 2028-2029. He emphasizes the role of AI disruption in accelerating these challenges, as enterprise customers shift to shorter contract terms due to technological uncertainties, thereby undermining the traditional stability of software investments. Carried No also critiques the slow adoption of AI strategies within private equity firms, suggesting that without integrating AI expertise into their operations, these firms risk obsolescence in an increasingly competitive landscape. (01:17:04) - 𝕏 Timeline Reactions (01:19:38) - SF Housing Market is Back (01:23:49) - 𝕏 Timeline Reactions (01:30:56) - Shyam Sankar, Chief Technology Officer and Executive Vice President of Palantir Technologies, has been instrumental in transforming the company from a startup to a global leader in software and AI solutions. In the conversation, he discusses the urgent need to revitalize the American industrial base to enhance national defense capabilities, emphasizing the role of AI in empowering workers and streamlining manufacturing processes. Sankar also highlights the importance of fostering a culture of innovation and agency among individuals to drive meaningful change in the defense sector. (01:58:03) - 𝕏 Timeline Reactions (02:00:18) - Gili Raanan, founder of Cyberstarts and a prominent cybersecurity investor, discusses the rapid acceleration of technological advancements, noting that while the last technological doubling took 170 years, the next is expected within 25 years, leading to unprecedented changes. He emphasizes the need for proactive safeguards to manage emerging risks, particularly in artificial intelligence, to prevent scenarios reminiscent of science fiction dystopias. Raanan also highlights the importance of collaboration among cybersecurity leaders to address the expanding threat landscape and ensure a safer future. (02:15:17) - 𝕏 Timeline Reactions (02:22:36) - Anna Patterson, founder of Ceramic AI and former Google VP of Engineering, discusses her company's mission to reduce search costs to 5 cents per thousand queries, aligning them with inference costs. She explains that while inference costs have decreased to approximately 50 cents per thousand, search remains expensive at $5 to $15 per thousand queries, likening this disparity to the high cost of salsa compared to tacos. Patterson also highlights Ceramic AI's capabilities, including a 40-billion-page web search and proprietary systems, emphasizing their supervised generation approach to minimize hallucinations and enhance application affordability and speed. (02:31:09) - Jake Loosararian, co-founder and CEO of Gecko Robotics, discusses founding the company in 2013 to address critical infrastructure failures in industries like energy and defense. He highlights the development of wall-climbing robots equipped with advanced sensors to inspect and predict maintenance needs, enhancing safety and efficiency. Loosararian also shares his journey from bootstrapping the startup to achieving a valuation exceeding $1 billion, emphasizing the importance of perseverance and innovation in solving complex industrial challenges. (02:48:00) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (05:56) - AI vs Dog Cancer (20:45) - 𝕏 Timeline Reactions (40:20) - Stratechery: "Agents Over Bubbles" (01:01:08) - 𝕏 Timeline Reactions (01:06:35) - How to Lose the AI Arms Race (01:14:28) - 𝕏 Timeline Reactions (01:22:54) - Oscars Reactions (01:31:04) - Kevin Espiritu, founder and CEO of Epic Gardening, is a self-taught gardener who has built the world's most-followed gardening brand, offering educational content across multiple platforms and selling curated gardening products. In the conversation, he discusses breeding rare Costa Rican tree frogs, his journey from creating content to developing products, and the challenges of scaling his business, including hiring a president to manage operations. (01:57:34) - Paul Conyngham, an Australian tech entrepreneur and AI consultant, discusses his journey in developing a personalized mRNA vaccine to treat his dog Rosie's cancer. After traditional treatments failed, he utilized AI tools like ChatGPT and AlphaFold to analyze Rosie's DNA, identify mutations, and design a vaccine construct. Collaborating with researchers, he navigated ethical approvals and manufacturing challenges, ultimately administering the vaccine, which led to a significant reduction in Rosie's tumor size. (02:13:20) - 𝕏 Timeline Reactions (02:21:11) - Tony Zhao, CEO of Sunday Robotics, discusses the company's shift from demos to real-world deployments, focusing on household tasks like laundry and cleaning. He highlights their innovative data collection method using gloves that mirror the robot's hand movements, enabling diverse and high-quality data collection from users' homes. Additionally, Zhao mentions their recent $165 million Series B funding, emphasizing their commitment to advancing physical intelligence and expanding into various environments beyond homes. (02:30:54) - Drew Oetting, a founding partner at 8VC, focuses on investments across various stages and sectors, including vertical software, health delivery, and biomanufacturing. He discusses 8VC's early investment in Quince, highlighting the founder's impressive vision and the company's rapid growth, particularly post-COVID, achieving significant repeat ordering rates and cash generation. Oetting also explores the transformative impact of AI on direct-to-consumer retail, emphasizing its role in enhancing supply chain efficiency and operational margins, and reflects on the evolving startup landscape, noting the potential for high-margin businesses driven by AI advancements. (02:43:06) - Carina Hong, founder and CEO of Axiom Math, discusses her background in mathematics and physics from MIT, her company's mission to develop mathematical superintelligence as a pathway to verified superintelligence, and the integration of post-training reasoning with formal verification to achieve superior performance in mathematical competitions. (02:51:26) - Cameron Fink, co-founder and CEO of Aaru, leads a company specializing in predicting human behavior for various global businesses. In the conversation, he discusses how Aaru utilizes ground truth behavioral data—such as credit card purchase history and real election results—to forecast outcomes like election winners and marketing campaign effectiveness, emphasizing the limitations of traditional surveys due to biases and inaccuracies. Fink also highlights Aaru's ability to simulate behaviors of diverse audiences at scale, providing more accurate predictions than existing methods. (03:00:34) - Debra Birnbaum, an accomplished media strategist with over 25 years in news and entertainment, currently serves as Editor-in-Chief at Gold Derby, following her tenure as global head of awards for Amazon MGM Studios. In the conversation, she reflects on the Oscars, highlighting the success of "One Battle After Another" and Warner Brothers, praises Conan's hosting, and discusses the emotional impact of Michael B. Jordan's historic win. She also addresses the industry's cautious approach to AI, emphasizing the need to protect writers' rights while acknowledging AI's potential benefits in filmmaking. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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, recorded live on TBPN. We discuss why he kept City Storage Systems in stealth for nearly eight years before reemerging as Atoms, unpack how his bet on real estate, robotics, autonomous delivery, and industrial infrastructure is designed to bring the economics of prepared food closer to grocery-store prices, and debate what the next era of physical AI could look like from mining and transport to specialized robotics, capital wars, and a future where human labor becomes the critical bottleneck in an increasingly automated world. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.  Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 interview with Alex Karp, recorded live on TBPN. We discuss why AI could eliminate large numbers of white-collar jobs and trigger political backlash against the tech industry, unpack how Palantir’s hybrid model of software, deployment teams, and institutional knowledge allows companies to transform operations in months rather than years, and debate what the United States must do to stay competitive in the AI era from rebuilding domestic manufacturing and expanding vocational education to preparing for a world where AI development shapes geopolitics, national security, and the future of work. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.  Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:21) - Dan Ives is a prominent American technology analyst and Managing Director at Wedbush Securities. He is widely known for his coverage of major tech companies, particularly Apple, Tesla, and Microsoft. Ives frequently appears in financial media, offering commentary on the tech sector, market trends, and emerging technologies like artificial intelligence. Over the years, he has built a reputation for being one of Wall Street’s most visible and outspoken tech analysts. (11:03) - Eric Brock is an American business executive and technology entrepreneur best known as the Chairman and CEO of Ondas Holdings. Under his leadership, the company has focused on developing private wireless networks and autonomous drone technologies used in sectors such as defense, rail, and industrial infrastructure. (18:07) - Casey Lane is a business executive who serves as the Chief Executive Officer of Teton Ridge. Teton Ridge focuses on producing and promoting Western lifestyle content, including rodeo and equestrian sports, media production, and live events that celebrate Western culture. (32:07) - Ted Mabrey is a technology executive and entrepreneur who serves as the Global Head of Commercial at Palantir Technologies. In this role, he oversees the company’s commercial business, helping private-sector organizations adopt Palantir’s data analytics and artificial intelligence platforms. (54:18) - Alex Karp is an American businessman and entrepreneur best known as the co-founder and Chief Executive Officer of Palantir Technologies. He helped found the company in 2003 alongside figures including Peter Thiel to build software that helps governments and organizations analyze large, complex datasets. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:44) - Oracle Rips (12:36) - 𝕏 Timeline Reactions (15:32) - Larry Was the Anti-Bill Gates (25:41) - Ellison's Tech-First Vision (37:53) - Fertilizer Crisis (39:03) - 𝕏 Timeline Reactions (56:22) - Apoorv Agrawal, a Partner at Altimeter Capital, leads investments in AI and software, including companies like OpenAI and Glean. In the conversation, he discusses the winner-take-most dynamics in consumer AI markets, highlighting ChatGPT's rapid growth and the challenges new entrants face in breaking into the top ranks. He also emphasizes the importance of durability in AI applications, noting that ChatGPT exhibits strong user retention and habit formation, akin to platforms like Chrome and WhatsApp. (01:26:08) - Owen Jennings, Block's Business Lead, discusses his 12-year tenure at the company, highlighting his transition from Square to Cash App, where he contributed to its rapid growth and eventual functionalization. He elaborates on the company's strategic shift towards integrating seller and consumer sides, emphasizing the role of AI tools in enhancing productivity and reshaping organizational structures. Jennings also addresses the balance between leveraging AI for efficiency and maintaining system reliability, underscoring the importance of human oversight in critical areas. (01:42:30) - 𝕏 Timeline Reactions (01:56:29) - Amjad Masad, a Jordanian-American entrepreneur and software engineer, is the founder and CEO of Replit, an online integrated development environment (IDE) aimed at making programming accessible to everyone. In the conversation, he discusses the launch of Agent 4, the latest iteration of Replit's AI-powered coding assistant, which introduces a canvas feature to enhance creativity and collaboration. He also announces that Replit has raised $400 million in funding, elevating the company's valuation to $9 billion. (02:11:35) - Shardul Shah, a partner at Index Ventures, discusses his decade-long relationship with Wiz's founders, leading to early investments and board involvement. He highlights the rapid growth and product-market fit that prompted Index to lead multiple funding rounds, culminating in Google's $32 billion acquisition of Wiz. Shah emphasizes Wiz's strategic position at the intersection of cloud, security, and AI, and anticipates that the acquisition will enhance Wiz's mission within Google's infrastructure. (02:19:46) - Mike Blue, CEO of HistoSonics, discusses the development of histotripsy, a non-invasive technology that uses high-amplitude sound waves to liquefy and remove unwanted tissue, including malignant tumors. He highlights the company's journey from its inception in 2001 by ultrasound researchers at the University of Michigan to achieving FDA clearance for liver tumor treatment and raising over $500 million in funding. Blue emphasizes the potential of histotripsy to revolutionize surgery by offering a non-invasive alternative with fewer side effects, aiming to improve quality of life and extend survival for patients with advanced-stage diseases. (02:29:32) - Brian Taylor, founder and CEO of Lux Aeterna, discusses his Denver-based company's development of fully reusable satellites designed for reentry, enabling the return of payloads such as in-space manufactured materials. He highlights the flexibility of their satellite bus, capable of hosting various payloads for applications like Earth observation and defense, and mentions their recent $10 million seed funding to support their first demonstration launch. (02:36:50) - Ivan Soto-Wright, co-founder and CEO of MoonPay, discusses the company's mission to simplify cryptocurrency adoption by enabling users worldwide to fund their wallets using familiar payment methods like debit cards and Apple Pay. He highlights MoonPay's growth, serving 35 million people across 160 countries, and introduces "MoonPay Agents," a new feature that allows AI agents to manage crypto wallets and perform transactions autonomously. Soto-Wright emphasizes the importance of security measures, advising users to implement strict controls and remain cautious when granting financial autonomy to AI agents. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:04) - It's a Gongworthy Day (06:53) - 𝕏 Timeline Reactions (18:54) - BYD F1 (26:34) - Nvidia Invests in Thinking Machines (31:04) - 𝕏 Timeline Reactions (32:35) - Meta Acquires Moltbook (41:32) - 𝕏 Timeline Reactions (58:29) - Gulf Data Centers: A Bad Idea? (01:02:14) - 𝕏 Timeline Reactions (01:10:25) - Olivia Moore, a partner at Andreessen Horowitz, discusses the firm's bi-annual report on the top 100 generative AI consumer apps, highlighting the rise of AI agents like Genspark and Manus, and the evolving competition among ChatGPT, Claude, and Gemini. She emphasizes the importance of understanding mainstream AI adoption beyond the tech community, noting the need to adapt data collection methods to capture desktop product usage and consumer payment behaviors. Moore also addresses the challenges faced by standalone image generators due to advancements in integrated AI features within platforms like ChatGPT and Gemini. (01:33:47) - David Paffenholz, co-founder and CEO of Juicebox, an AI-powered recruiting platform, announced the company's $80 million Series B funding, valuing it at $800 million. He highlighted Juicebox's growth from four to 40 employees, tripling annual recurring revenue, and expanding its client base to over 5,000 companies, including large enterprises like defense contractors and financial institutions. Paffenholz emphasized the shift towards outbound recruiting due to increased AI-generated application spam and discussed Juicebox's business model, which offers per-seat licenses and per-job agents to streamline talent sourcing. (01:42:55) - Adam Goldstein, founder and CEO of Archer Aviation, discusses his transition from the software industry to aviation, driven by a desire to create impactful and enjoyable technology. He explains the development of electric vertical takeoff and landing (eVTOL) aircraft, emphasizing their safety, efficiency, and potential to revolutionize urban transportation. Goldstein also highlights Archer's progress in manufacturing, certification, and strategic partnerships, including their selection as the exclusive air taxi provider for the LA28 Summer Olympics. (01:57:33) - Max Junestrand, co-founder and CEO of Legora, an AI-native legal workspace, discusses the company's recent $550 million Series D funding round, valuing it at $5.55 billion, and its expansion into the U.S. market with new offices in Houston and Chicago. He highlights the growing adoption of AI in legal practices, noting significant traction in M&A and corporate departments, and emphasizes the importance of integrating AI to enhance efficiency and competitiveness in the legal industry. (02:07:41) - 𝕏 Timeline Reactions (02:14:56) - Allan McLennan, founder and chief executive of PADEM Media Group, is a seasoned leader in global media and entertainment, with over three decades of experience spanning technology providers, studios, and broadcasters worldwide. He discusses his optimism about Hollywood's future, emphasizing the enduring appeal of its creative storytellers and the industry's resilience despite challenges like the SAG-AFTRA strike. McLennan highlights the evolving landscape of film budgets, noting the potential for lower-budget films to rival traditional blockbusters, and underscores the importance of audience engagement and the role of AI as a valuable tool in content creation. (02:28:13) - Jagdeep Singh, co-founder of Roda AI, discusses the development of general-purpose intelligent robot foundation models aimed at addressing challenges in manufacturing and logistics. He highlights the limitations of traditional robots, which follow predefined trajectories and struggle with variability, and critiques current vision-language-action models for their reliance on small, lab-specific datasets that fail in real-world applications. Singh introduces Roda AI's innovative approach of training models on extensive internet video data to enhance robots' adaptability and generalization capabilities, complemented by minimal teleoperation for task-specific fine-tuning. (02:40:18) - Scott Hickle, co-founder and CEO of Throne Science, discusses the development of Throne One, a device that attaches to toilets to monitor gut health, hydration, and prostate health automatically. He explains the journey from the company's initial focus on nurse staffing to creating this health monitoring device, emphasizing its hands-free operation and the use of computer vision models to analyze health metrics. Hickle also highlights the device's potential to detect early signs of gastrointestinal and urinary tract cancers by identifying microscopic blood in waste, positioning Throne One as a proactive health tool. (02:52:14) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Alex Epstein, recorded live on TBPN. We discuss how the Iran conflict and the threat to the Strait of Hormuz could send shockwaves through global oil markets, unpack why roughly 20% of the world’s oil flows through a single chokepoint with no real replacement routes, and debate what governments can actually do in a crisis from strategic petroleum reserves and Saudi spare capacity to scrapping the Jones Act and deepening energy ties with Canada to stabilize the global economy. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.  Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:43) - Ships in Gulf Declare Themselves Chinese to Dodge Attack (04:32) - Largest Oil Disruption in History Reactions (16:18) - Oil & AI (41:22) - Sundar's New Pay Deal (50:12) - Four Loko For Sale (01:02:01) - Dr. Alex Wissner-Gross, co-founder of Eon Systems, discusses the company's recent achievement in creating the first multi-behavior upload of a fruit fly brain, marking a significant advancement in whole-brain emulation. He explains how Eon integrated existing research, including the FlyWire connectome and NeuroMechFly simulation, to emulate the fruit fly's neural activity and motor functions, resulting in naturalistic behaviors like walking and grooming in a virtual environment. Dr. Alex emphasizes the potential of this work to pave the way for future emulations of more complex brains, such as those of mice and humans, aiming to enable human and non-human minds to operate in the cloud. (01:21:47) - Charles Lamanna, President of Business & Industry Copilot at Microsoft, leads the development of intelligent business applications and low-code platforms with generative AI. In his recent discussion, he introduced Copilot Cowork, an AI assistant that automates tasks across Microsoft 365 apps, integrating Anthropic's Claude model to enhance functionality. He also highlighted the upcoming Microsoft 365 E7 suite, which combines Copilot, Agent 365, and advanced security features to provide a comprehensive AI-powered productivity solution. (01:36:33) - 𝕏 Timeline Reactions (01:40:59) - Julien Bek, a partner at Sequoia Capital based in London, began his entrepreneurial journey in high school, building hardware companies before transitioning to software investments. In the conversation, he discusses the impact of AI on software businesses, emphasizing the shift from selling tools to delivering outcomes, and highlights the importance of combining AI's intelligence with human judgment to create defensible, service-oriented companies. He also shares insights on leveraging AI to enhance venture capital workflows, such as automating meeting analyses to improve decision-making and prioritization. (02:01:12) - Eoghan McCabe, co-founder and CEO of Intercom, discusses the company's recent $250 million funding round aimed at expanding their AI-driven customer service platform, FIN, which has achieved nearly $100 million in annual recurring revenue with 8,000 paying customers. He highlights the evolution of FIN from handling basic customer queries to addressing complex problems, emphasizing its ability to provide faster, more accurate, and cost-effective responses compared to human agents. McCabe outlines plans to extend FIN's capabilities across the entire customer lifecycle, transforming it into a comprehensive customer agent that enhances interactions from initial inquiries to post-purchase support. (02:14:34) - Alex Epstein, author of *Fossil Future*, discusses the critical importance of keeping the Strait of Hormuz open, as it facilitates the passage of approximately 20% of the world's oil supply. He emphasizes that any disruption could lead to significantly higher oil prices and global economic instability. Epstein also explores potential strategies to ensure the strait remains accessible, including military action, international alliances, and addressing threats like mines and drones. (02:44:45) - Michelle Volz, founder and managing partner of PAX, a $50 million early-stage venture fund, discusses her transition from Andreessen Horowitz's American Dynamism team to launching her own fund focused on foundational categories. She emphasizes the importance of founders being magnets for capital and talent, especially in sectors requiring significant early investment without immediate proof points. Volz also highlights the need for storytelling in hard tech industries, where traditional software metrics don't apply, and underscores the significance of progress in people, product, and traction to attract investors. (02:58:00) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:57) - GPT-5.4 Reviews (19:52) - February Jobs Report (23:17) - Iran Conflict Reshaping Global Capital Flows (29:49) - 𝕏 Timeline Reactions (34:14) - U.S. Nationalization: A Short History (52:30) - Dario Apologizes for Leaked Memo (58:45) - WSJ Mansion Section (01:23:32) - Vacheron: Culture Over Volume (01:31:10) - 𝕏 Timeline Reactions (01:41:12) - Vincenzo Landino is an entrepreneur, speaker, and host of the Brand Boost Podcast, as well as the co-founder and Creative Director of Aftermarq, a video strategy consultancy specializing in brand storytelling through video and live streaming. He discusses Apple's strategic partnership with Formula 1, highlighting how Apple leverages its extensive ecosystem—including devices like iPhones, iPads, and services such as Apple TV—to enhance the F1 fan experience. Landino also explores the integration of F1 content across Apple's platforms, such as detailed circuit maps in Apple Maps and driver-curated playlists on Apple Music, emphasizing the company's innovative approach to engaging both existing fans and newcomers to the sport. (02:01:30) - Doug DeMuro, an American automotive YouTuber and entrepreneur, is renowned for his in-depth car reviews and as the founder of the online auction platform Cars & Bids. In the conversation, DeMuro discusses Ferrari's upcoming electric vehicle, expressing skepticism about its design and performance, and highlighting the challenges of electric sports cars in the current market. (02:40:21) - Max Hodak, a biomedical engineer and entrepreneur, co-founded Neuralink with Elon Musk in 2016 and served as its president until his departure in 2021. He then founded Science Corp., focusing on developing brain-computer interfaces to restore vision. In the conversation, Hodak discusses the company's retinal prosthesis, a chip implanted in the eye that, in clinical trials, enabled patients with age-related macular degeneration to regain the ability to read and recognize faces after years of blindness. (02:57:23) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:30) - Daniel Gross's AGI Trades (47:18) - 𝕏 Timeline Reactions (01:03:45) - SpaceX 1.75T IPO (01:14:36) - 𝕏 Timeline Reactions (01:20:05) - Mark Gurman, a technology journalist at Bloomberg known for his accurate Apple product predictions, discusses Apple's recent product launches, including the iPhone 17e, iPad Air M4, MacBook Pro with M5 Pro and M5 Max chips, and the MacBook Neo. He highlights the strategic timing of these releases to meet pent-up demand and boost Apple's quarterly performance, noting the MacBook Neo's potential to disrupt the budget laptop market with its $600 price point. Gurman also touches on Apple's AI strategy, mentioning delays in the Gemini-powered Siri rollout and the company's cautious approach to AI hardware, emphasizing the challenges of entering the hardware market and the importance of privacy considerations. (01:44:56) - Dan Primack, business editor at Axios and author of the daily Axios Pro Rata newsletter, discusses the current state of the venture capital (VC) industry, noting that median returns have fallen below major stock indices over the past 25 years, with top-tier funds performing well but a significant influx of capital leading to mediocre returns for many. He highlights the blurring lines within VC, as investments range from early-stage startups to massive funding rounds for established companies, and points out that the traditional reasons for companies to go public—raising capital and providing liquidity—are now often addressed through private markets and secondary transactions, leading many firms to delay or avoid IPOs. Additionally, Primack observes that while some limited partners are reducing their exposure to VC, new sources of capital, including defined contribution plans, are entering the market, potentially exacerbating the disparity between top-performing funds and the rest. (02:13:33) - Max Haot, CEO of Vast, discusses his transition from internet entrepreneurship to leading a space station company aiming to replace the International Space Station (ISS) with the world's first commercial space station, Haven-1, set to launch in Q1 next year. He highlights Vast's proactive approach in building the station ahead of securing contracts, emphasizing the need for a permanent American presence in space to succeed the aging ISS. Haot also mentions the company's recent $500 million funding round, bringing total investments to over $900 million since 2001, and outlines plans to support international space agencies and develop an orbital economy through in-space manufacturing. (02:29:11) - Christian Howell, CEO of Cognito Therapeutics, is a former U.S. Navy officer with over 20 years of experience in the medical device industry. He discusses the company's development of a non-invasive therapy using light and sound stimulation to enhance gamma frequency brain activity, aiming to slow cognitive decline in Alzheimer's patients. Howell highlights the therapy's potential to preserve brain function and structure, emphasizing its accessibility for home use and the company's commitment to addressing the urgent need for effective Alzheimer's treatments. (02:42:44) - Cameron McCord, co-founder and CEO of Nominal, a company specializing in software solutions for hardware testing and operations, announced an $80 million funding round led by Founders Fund, valuing the company at $1 billion. He discussed how Nominal's platform supports hardware engineering teams by providing a unified system for testing and operations, enabling faster and more reliable validation of mission-critical systems. McCord also highlighted the company's rapid growth, including a sevenfold increase in revenue year-over-year and expansion into international markets. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:57) - New Apple Products (08:53) - How is Apple Unaffected by AI Costs? (34:13) - Sam Altman Defends Pentagon Deal (38:14) - Anthropic's Strategy (45:43) - 𝕏 Timeline Reactions (01:01:05) - Dean Ball, a senior fellow at the Foundation for American Innovation and former Senior Policy Advisor for AI at the White House Office of Science and Technology Policy, discusses the complexities of AI regulation, emphasizing the need for balanced, technocratic oversight to prevent extreme outcomes like total decentralization or nationalization. He critiques the government's punitive approach toward companies like Anthropic for contract disputes, advocating instead for modest regulations that allow private AI firms to operate independently while ensuring public oversight. Ball also highlights the importance of maintaining trust in American AI companies internationally by avoiding actions that could erode their perceived independence from the U.S. military. (01:30:17) - Scott Kupor & Jared Isaacman. Scott Kupor is the Managing Partner at Andreessen Horowitz (a16z), where he oversees the firm’s operations and has led investments across enterprise software, fintech, and marketplaces. He is also the author of Secrets of Sand Hill Road, a guide to how venture capital works and how startups raise funding. Jared Isaacman is an entrepreneur, pilot, and commercial astronaut. He founded the payments company Shift4 and later commanded the Inspiration4 mission, the first all-civilian orbital spaceflight. He is also the founder of the Polaris Program, a series of private human spaceflight missions conducted with SpaceX. (01:47:31) - Adam Bry, co-founder and CEO of Skydio, discusses the company's position as the largest U.S. drone manufacturer, emphasizing their focus on AI and autonomy since its inception in 2014. He highlights the transformative role of autonomous drones in law enforcement, particularly through the "drone as first responder" program, which has led to significant reductions in crime rates in cities like San Francisco. Bry also addresses the importance of transparency in drone usage, advocating for public awareness and accountability to ensure responsible deployment of this technology. (02:06:47) - Matteo Franceschetti, co-founder and CEO of Eight Sleep, a company specializing in sleep fitness technology, discusses the company's recent $50 million funding round led by Tether Investments, their profitability, and plans for international expansion into China and Brazil. He highlights the development of new hardware products, the pursuit of FDA approval for sleep apnea detection and mitigation technologies, and the company's commitment to enhancing sleep quality through innovative solutions. Additionally, Franceschetti shares insights into global sleep patterns, noting that Australians, particularly those on the coast, exhibit the highest sleep quality among their users. (02:16:57) - Dillon Rolnick, CEO of Nous Research, discusses his company's commitment to advancing open-source AI by developing tools like the Hermes agent, which integrates coding capabilities with platforms like OpenClaw to enhance user interaction with AI. He highlights the growing interest in AI agents that perform tasks autonomously, allowing users to delegate work and receive completed outputs, and emphasizes the importance of making these tools accessible and cost-effective to bridge the gap between AI capabilities and user awareness. To foster innovation and community engagement, Nous Research is organizing an online hackathon to explore diverse applications of their AI tools. (02:25:21) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:47) - Ellison's Media Empire (18:06) - 𝕏 Timeline Reactions (21:21) - Cursor Mic Drop (26:16) - Zuck's $170M Mansion (29:29) - Matthew Belloni, a former entertainment attorney and editorial director of The Hollywood Reporter, is a founding partner of Puck, a digital media company covering Hollywood, Silicon Valley, Washington, and New York. In the conversation, he discusses the significant changes in Hollywood over the past five years, including the end of the peak TV era, the Netflix correction leading to a content recession, and the impact of the 2023 labor strike, all contributing to a period of uncertainty and disruption in the industry. He also highlights the trend of productions moving overseas due to aggressive incentives, such as the UK's 40% incentive on above-the-line costs, which substantially reduces production expenses. (01:00:33) - 𝕏 Timeline Reactions (01:13:39) - Ken Burns is an acclaimed American documentary filmmaker renowned for his in-depth explorations of U.S. history and culture, with notable works like *The Civil War*, *Baseball*, and *The American Revolution*. In the conversation, Burns reflects on his early inspirations, including the profound impact of his mother's death and his father's emotional response to a film, which led him to pursue filmmaking. He discusses his commitment to public broadcasting, emphasizing the creative control and time it affords him to produce comprehensive documentaries, and highlights the importance of embracing technological advancements while maintaining narrative integrity. (01:49:45) - Gokul Rajaram, a seasoned technology executive and investor, has held pivotal roles at companies like Google, Facebook, Square, and DoorDash, and currently serves on the boards of Coinbase, Pinterest, and The Trade Desk. In the conversation, he discusses the evolving landscape of software, emphasizing the need for companies to adapt to AI advancements, the challenges of building liquidity in marketplaces, and the importance of effective board composition and engagement. (02:11:54) - 𝕏 Timeline Reactions (02:21:11) - Nik Seetharaman, founder and CEO of Wraithwatch, has an extensive background in cybersecurity, having served as CIO at Anduril Industries, led cyber defense teams at SpaceX and Palantir, and conducted advanced cyber warfare operations with the U.S. Special Operations Command. He discusses the challenges in cybersecurity, emphasizing the need for autonomous defense systems to counter rapidly evolving AI-driven cyber threats. Seetharaman highlights Wraithwatch's recent $30 million federal contract to deploy its AI-powered cyber defense platform across multiple U.S. government agencies, aiming to provide continuous defensive counterpressure against emerging threats. (02:35:30) - Raj Rajamani, co-founder and CEO of JetStream Security, recently announced the company's emergence from stealth mode and its successful $34 million seed funding round led by Redpoint Ventures and the CrowdStrike Falcon Fund. JetStream aims to address the AI trust problem in enterprises by providing AI governance tools, including AI Blueprints, which serve as operational contracts for AI workflows to ensure transparency and control. Rajamani emphasized the importance of understanding and managing AI systems to scale their adoption responsibly, highlighting that the company is already engaging with Fortune 500 clients and plans to expand its team to meet growing demand. (02:44:04) - James Everingham, CEO of GIL AI, discusses the challenges of managing proliferating AI agents within company infrastructures, emphasizing the need for governance, control, and observability to prevent operational chaos. He highlights the importance of cost management, citing instances where uncontrolled agent usage led to budget overruns, and notes that both small and large companies are rapidly adopting AI agents, with tech-forward industries leading the charge. Everingham also introduces Agent Hub, a platform for sharing and deploying agents, and announces GIL AI's recent $44 million funding round led by Google Ventures. (02:55:59) - Dr. Felix Ejeckam, founder and CEO of Akash Systems, discusses the company's development of diamond-cooled servers designed for AI and cloud service providers. By integrating synthetic diamond, the most thermally conductive material, directly onto GPUs, Akash's technology reduces temperatures by 10-15°C, enhancing performance and lowering cooling costs. This innovation allows servers to operate efficiently even in ambient temperatures up to 120°F without the need for liquid cooling or air conditioning. (03:07:05) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:07) - Anthropic vs DoW (39:55) - Paramount Wins Warner Bros. (44:02) - 𝕏 Timeline Reactions (57:35) - Ben Thompson, founder of Stratechery, discusses the implications of AI's growing power, emphasizing the necessity for companies to consider governmental and geopolitical factors, particularly concerning national security and international relations. He highlights the potential for AI to disrupt existing legal and societal frameworks, stressing the importance of proactive engagement with policymakers to navigate these challenges. Thompson also reflects on the complexities of balancing technological advancement with ethical considerations and the need for new laws to address emerging issues like digital surveillance. (01:32:01) - James Beshara, founder of Magic Mind and former CEO of Tilt, discusses his journey from software to consumer packaged goods, emphasizing the iterative development of Magic Mind to enhance product quality before retail launch. He highlights the importance of hiring experienced team members, minimizing meetings, and adopting asynchronous communication to boost efficiency. Beshara also shares his approach to technology use, favoring devices like the Apple Watch to reduce distractions and maintain focus. (01:59:47) - John B. Quinn, the founding partner of Quinn Emanuel Urquhart & Sullivan LLP, is renowned as one of the world's leading trial lawyers, having built the largest law firm dedicated solely to business litigation and arbitration. In the conversation, he discusses the recent Supreme Court ruling that President Trump lacked the legal authority to impose certain tariffs, the subsequent invocation of Section 122 allowing temporary tariffs, and the potential legal challenges companies may face in seeking refunds for tariffs paid. (02:29:36) - Michael Grinich, founder and CEO of WorkOS, discusses the company's role in enabling software developers to integrate enterprise features like single sign-on and directory sync into their applications, facilitating enterprise readiness. He announces a $100 million Series C funding round, highlighting WorkOS's support for rapidly growing AI companies such as OpenAI and Anthropic in meeting enterprise security requirements. Grinich also introduces an AI-powered installer that significantly reduces integration time, allowing developers to implement WorkOS's solutions in minutes. (02:41:09) - Adam Simon is a creative technologist and former Global Head of Innovation at UM US, with over a decade of experience in innovation strategy. He discusses the future of entertainment moving beyond screens into immersive, real-world experiences, emphasizing the role of AI in personalizing physical environments. Simon also highlights the potential of venues like the Sphere and COSM to enhance live events through technology, and advocates for using existing devices, such as smartphones and AirPods, to deliver customized audio feeds at events. (02:54:23) - Matthias Wagner, founder and CEO of Flux, discusses the company's recent $30 million Series B funding led by abc, which will accelerate their development of an AI-powered hardware engineer designed to simplify electronics design. He highlights how Flux's browser-based platform enables users to create custom PCB boards more efficiently, reducing reliance on multiple off-the-shelf components and lowering costs. Wagner also emphasizes the platform's accessibility, allowing professionals from various engineering disciplines to design custom boards without prior PCB experience. (03:02:04) - Joan Rodriguez, CEO and founder of Quiver AI, discusses his company's development of AI models for generating and editing scalable vector graphics (SVGs) through code generation, enabling designers to create and modify vector images efficiently. He explains that their approach treats visuals as editable programs rather than static pixels, allowing for greater control and integration into design workflows. Rodriguez also mentions that Quiver AI recently raised $8.3 million in seed funding led by Andreessen Horowitz to advance their technology. (03:06:57) - Zach Yadegari, an 18-year-old entrepreneur and CEO of Cal AI, discusses the recent acquisition of his AI-powered calorie-tracking app by MyFitnessPal. He shares that after a year and a half of development, Cal AI, which generated $30 million in revenue in 2025, was acquired in December when he was 18, just before he turned 19 in January. Yadegari highlights the app's growth, noting that in January alone, it achieved $5.7 million in revenue, primarily through iOS subscriptions, and emphasizes the synergy between Cal AI and MyFitnessPal in their shared mission to promote healthier lifestyles. (03:12:47) - Andy Markoff, co-founder and CEO of Smack Technologies, is a former U.S. Marine Corps officer with over a decade of service, including roles as a Marine Infantry Officer, Joint Fires Instructor at MAWTS-1, and Marine Special Operations Officer during the Battle of Mosul. In the conversation, he discusses Smack Technologies' mission to deliver "Decision Dominance" to the Department of War and its allies by developing AI-driven decision-making tools for modern warfare, emphasizing the integration of deep reinforcement learning models to process vast sensor data and enhance military operations. 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This is our full interview with Ben Thompson, recorded live on TBPN. We discuss his essay on Anthropic, why AI is colliding with hard questions about state power, surveillance, and military leverage, whether private labs can realistically defy governments when AI becomes a true source of geopolitical power, and how trade offs around Taiwan, chips, and democratic accountability could shape the next phase of the AI era far more than abstract debates about safety in the lab. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:10) - NVIDIA Earnings Recap (09:07) - NVIDIA Earnings: 𝕏 Timeline Reactions (18:05) - 𝕏 Timeline Reactions with John Palmer (59:35) - 𝕏 Timeline Reactions (01:13:02) - Sammy Azdoufal, an AI strategist, discovered a significant security flaw in DJI's Romo robot vacuums while attempting to control his own device using a PlayStation 5 controller. By reverse-engineering the vacuum's communication protocols, he inadvertently gained access to approximately 7,000 devices worldwide, enabling him to view live camera feeds, listen through microphones, and access detailed floor plans of strangers' homes. Azdoufal responsibly reported the vulnerability to DJI, which issued patches to address the issue, though some concerns remain unresolved. (01:25:59) - Kenn Ricci, an American aviation entrepreneur and chairman of Flexjet, began his career through the Air Force ROTC program in the late 1970s, which enabled him to attend the University of Notre Dame. After serving in the Air Force and experiencing the instability of pilot employment, he purchased a charter company for $27,500, leveraging the company's existing funds and a $500 loan from his father. This acquisition marked the start of his business career, leading to the formation of Corporate Wings and subsequent ventures in the aviation industry. (01:55:56) - Howard Marks, co-founder and co-chairman of Oaktree Capital Management, is renowned for his expertise in market cycles and contrarian investing. He discusses how markets oscillate around a trend line due to human psychology, leading to periods of overvaluation driven by excessive optimism and undervaluation spurred by undue pessimism. Marks emphasizes the importance of recognizing these cycles, advocating for a contrarian approach: exercising caution during market euphoria and seizing opportunities when fear prevails. (02:32:20) - Demi Guo, co-founder and CEO of Pika, an AI-powered video creation platform, discusses the launch of "AI selves," a feature that allows users to create personalized AI avatars capable of assisting with tasks like helping family members with technical issues or providing professional advice. These AI selves are designed to be available 24/7, offering users an ever-present extension of themselves. Guo explains that the AI learns from user interactions and data inputs to accurately represent the individual, enhancing both personal and professional engagements. (02:39:44) - Yash Patil, CEO of Applied Compute, discusses the company's focus on developing specific intelligence for enterprises by capturing latent knowledge and integrating it into agentic workforces. He emphasizes the importance of creating proprietary, in-house agents tailored to a company's unique expertise, as opposed to relying on general AI models. Patil also highlights the significance of continual learning and efficient reinforcement learning to adapt these agents to enterprise-specific tasks. (02:47:44) - Scott Morton, founder and CEO of Revel, discusses the company's recent $150 million Series B funding led by Index Ventures, aimed at modernizing outdated hardware control and test software. Drawing from his nine and a half years at SpaceX, where he developed mission-critical systems, Morton highlights Revel's platform that transforms control software from a development bottleneck into an accelerant. He also mentions partnerships with companies like Impulse Space and Radiant Nuclear, and the creation of a proprietary programming language designed to eliminate common errors in hardware control systems. (02:54:49) - Fan-Yun Sun, co-founder and CEO of Moonlake AI, discusses the company's innovative approach to creating interactive 2D and 3D game worlds using AI-driven world models. He explains that their platform leverages logic and symbolic representations, such as code, to encode the deterministic aspects of the world, while employing pixel priors for rendering, allowing for the generation of complex, interactive environments from natural language prompts. Sun also highlights Moonlake's ambition to empower creators by enabling them to monetize their ideas without being limited by technical skills, aiming to shift the focus from technical expertise to creative vision. (03:01:43) - Adam Draper, a fourth-generation venture capitalist and founder of Boost VC, discusses his firm's commitment to investing in deep tech startups, emphasizing their focus on frontier technologies like aerospace, robotics, and AI. He highlights Boost VC's strategy of leading pre-seed rounds with $500,000 checks, aiming to support audacious founders turning seemingly impossible ideas into reality. Draper also shares his personal inspiration for fostering innovation, including his dream of building an Iron Man suit, which drives his passion for backing groundbreaking sci-fi technologies. Doug Bernauer is a software engineer and startup operator focused on AI infrastructure and developer tooling. He works on building practical, production-ready systems around large language models, with an emphasis on performance, reliability, and applied machine learning. (03:27:11) - Google's Nano Banana 2 (03:31:51) - Block Cuts 20% of Workforce TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spo...

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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:50) - How Fed is Thinking About AI Adoption (19:45) - Trump's Power Play on Big Tech (26:22) - 𝕏 Timeline Reactions (39:51) - Anthropic's New Stance on Safety (56:40) - 𝕏 Timeline Reactions (01:13:21) - Maxwell Meyer, a Stanford-educated geophysicist and former editor of the Stanford Review, is the founder and editor of Arena Magazine, a Texas-based, reader-supported technology publication launched in 2024. In the conversation, Meyer discusses Arena's latest issue, which explores themes of espionage and space, highlighting advancements in satellite technology and intelligence collection. He also shares insights into the magazine's editorial approach, emphasizing high-quality print content and a focus on pro-technology and pro-capitalism narratives. (01:33:48) - Ben Lerer, Managing Partner at Lerer Hippeau, discusses the transformative impact of artificial intelligence on the film industry, highlighting the emergence of AI-driven studios like Staircase Studios AI, which aim to produce high-quality films at significantly reduced costs. He emphasizes the necessity for Hollywood to adapt to these technological advancements to remain competitive, noting that while AI can streamline production processes, it cannot replace the human creativity essential to filmmaking. Lerer also touches on the evolving dynamics of talent in the industry, suggesting that actors who embrace AI technologies may benefit from increased efficiency and new opportunities, while those resistant to change risk being left behind. (02:01:55) - Doug O'Laughlin, president of SemiAnalysis, discusses the rapid adoption of AI technologies and their potential to cause widespread deflation by significantly reducing the cost of knowledge work. He expresses concern that this swift disruption could outpace societal and governmental responses, leading to economic instability. O'Laughlin also highlights the unprecedented speed at which AI can be deployed globally, contrasting it with historical technological advancements that required longer implementation periods. (02:29:10) - Marc Benioff, co-founder and CEO of Salesforce, is a pioneer in cloud computing and a noted philanthropist. In the conversation, he highlights Salesforce's unprecedented revenue guidance of $46.2 billion and a projected $16 billion in cash flow, attributing this growth to the integration of AI and agent technologies across their platforms. Benioff emphasizes the transformative role of AI agents in enhancing productivity and foresees a future where humans and AI agents collaborate seamlessly within enterprise software. (02:49:52) - Michael Manapat, co-founder of Rowspace, an AI platform for asset managers, discusses how their technology integrates with clients' internal systems to leverage proprietary data for faster decision-making. He emphasizes the increasing commoditization of public data due to AI advancements, highlighting the importance of utilizing decades of accumulated internal data and judgment. Manapat also notes that Rowspace operates within clients' environments to ensure data security and compliance, distinguishing their approach from other market offerings. (02:57:10) - Adam Warmoth, founder and CEO of Chariot Defense, discusses the company's recent $34 million Series A funding and its mission to provide advanced power solutions for modern military operations. He highlights the deployment of their systems across various Army and Marine Corps units, addressing critical power infrastructure needs for technologies like drones and next-generation command and control systems. Warmoth emphasizes leveraging commercial advancements in high-voltage batteries and power electronics to enhance defense platforms, ensuring reliable and efficient energy distribution on the battlefield. (03:05:04) - Connor Sweeney, founder of Baba, a patient advocacy platform for older adults, discusses how his grandmother's stroke inspired him to create AI tools for her speech therapy, leading to the establishment of Baba. He explains that Baba connects older adults and their families with patient advocates who handle care coordination, scheduling, and insurance issues, with services often covered by Medicare and Medicaid. Sweeney also highlights the use of AI to assist advocates in repetitive tasks and mentions a recent seed funding of nearly $7 million led by General Catalyst. (03:09:45) - Matthew Harpe, co-founder and CEO of Basis, discusses how their AI platform integrates with existing accounting software to automate workflows, transforming accountants from doers to reviewers. He highlights the platform's ability to handle complex tasks, such as completing entire corporate tax return workbooks autonomously, and emphasizes the importance of building trust in AI capabilities through gradual adoption and review processes. Harpe also addresses the accounting industry's significant talent shortage, noting that Basis helps firms manage workloads effectively by automating routine tasks, thereby allowing accountants to focus on higher-value activities. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

This is our full interview with Bill Gurley, recorded live on TBPN. We discuss his new book, why “high agency” and hyper-curiosity are the ultimate long-term edge (especially with AI as a self-learning superpower), and why the real risk for young people is mistaking financial speculation for durable skill-building while the best opportunity is using AI to become the most knowledgeable person in your field. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:52) - Citrini Memo Reactions (09:35) - Is Doordash Cooked? (12:51) - 𝕏 Timeline Reactions (20:59) - Kim K Enters Energy Drinks (22:23) - 𝕏 Timeline Reactions (29:01) - Jane Street Sued (40:17) - Patrick Collison is the co-founder and CEO of Stripe, the global payments and financial infrastructure company powering millions of businesses. A longtime advocate for scientific and technological progress, he also co-founded the Arc Institute and writes frequently about economic growth, research, and innovation. John Collison is the co-founder and President of Stripe, where he leads strategy and product across payments, banking-as-a-service, and financial tooling. He previously co-founded Auctomatic, which was acquired in 2008, and focuses on expanding Stripe’s global reach and financial infrastructure capabilities. (57:46) - Bill Gurley, a general partner at Benchmark and author of "Runnin' Down a Dream," discusses his transition from a conventional tech job to venture capital, emphasizing the importance of pursuing one's passion to avoid career regret. He highlights six principles for a fulfilling career: chasing curiosity, honing one's craft, developing mentors, embracing peers, going where the action is, and giving back. Gurley also addresses the rapid public consciousness of AI advancements, noting its unprecedented speed compared to previous tech waves, and underscores the necessity for individuals to be hyper-curious and continuously learning to thrive in evolving industries. (01:23:18) - 𝕏 Timeline Reactions (01:29:16) - Ivan Zhao, co-founder and CEO of Notion, is a Chinese-Canadian entrepreneur with a background in cognitive science from the University of British Columbia. In the conversation, he discusses the launch of Notion's Custom Agents, autonomous AI teammates designed to handle repetitive tasks across various platforms, enhancing productivity and collaboration. (01:45:09) - 𝕏 Timeline Reactions (01:51:15) - Stefano Ermon, co-founder and CEO of Inception Labs, discusses his background in generative AI research at Stanford, including co-inventing diffusion models. He explains how Inception's diffusion-based language models generate text by refining entire sequences simultaneously, resulting in speeds over 1,000 tokens per second on NVIDIA GPUs. Ermon highlights the models' efficiency and scalability, making them ideal for latency-sensitive applications like coding autocomplete and voice agents. (02:01:07) - James Cadwallader, co-founder and CEO of Profound, discusses the company's recent $96 million Series C funding round, which values the company at $1 billion. He highlights the launch of Profound Agents, customizable autonomous tools that enhance marketing efficiency by enabling brands to monitor and influence their representation across AI platforms. Cadwallader emphasizes the transformative impact of AI on brand discovery and the necessity for marketers to adapt to this evolving landscape. (02:13:59) - Scott Wu, co-founder and CEO of Cognition AI, discusses the company's significant growth, noting that enterprise usage has more than doubled in the past six weeks, driven by the adoption of AI agents capable of handling end-to-end tasks. He highlights the latest launch's focus on enhancing user experience by addressing known frictions, introducing features like automated testing and improved integrations. Wu also emphasizes the importance of optimizing various aspects of the software engineering workflow, including testing and review processes, to further improve efficiency. (02:30:39) - Rune Kvist, co-founder and CEO of the Artificial Intelligence Underwriting Company (AIUC), discusses the company's mission to underwrite superintelligence by developing standards and insurance products for AI agents. He highlights the challenges in insuring AI systems due to unpredictable risks and emphasizes the importance of creating a standardized framework to manage these uncertainties. Kvist also mentions AIUC's recent launch of the world's first insurance policy for AI agents, in collaboration with Eleven Labs, aiming to address concerns like hallucinations leading to financial losses and data leakage. (02:39:02) - Reiner Pope, CEO and co-founder of MaddX, discusses his company's development of high-throughput chips tailored for large language models, emphasizing the need for a from-scratch design to achieve optimal performance. He highlights the constraints in the current market, particularly the limited silicon wafer supply, and how MaddX's approach aims to maximize throughput per dollar and per watt. Pope also addresses the challenges posed by existing technologies like Nvidia's CUDA, noting that while CUDA offers backward compatibility, it restricts hardware innovation, whereas MaddX's specialized design offers greater efficiency for frontier labs willing to adapt their software. (02:53:49) - Devansh Pandey, co-founder of Standard Intelligence, discusses the company's approach to pre-training computer use models by capturing 30fps video of user interactions, including screen recordings, key presses, and mouse movements, to create a comprehensive dataset for training general models capable of performing diverse computer tasks. He highlights the potential applications of these models, such as automating repetitive tasks like form filling and enhancing CAD design processes, and emphasizes the advantages of video-based training over text-based methods, noting that graphical user interfaces are designed for human interaction and that video data inherently captures temporal aspects of user behavior. Additionally, Pandey shares insights into the company's data collection methods, including the use of an application that records user screens and inputs, and discusses the potential for their models to generalize to various computer-based tasks, including applications in robotics and self-driving technology. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public -

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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:18) - CitriniPocalypse (18:37) - The Durability of Institutional Inertia (30:26) - 𝕏 Timeline Reactions (44:01) - The Dot Com Boom (01:00:21) - Polo's Gene-Edited Horse Clones (01:11:06) - 𝕏 Timeline Reactions (01:29:24) - Alap Shah, co-founder and former CEO of Sentieo, an AI-powered financial research platform, discusses the transformative impact of AI on white-collar employment, highlighting a significant decline in information sector jobs since 2022. He emphasizes the potential for AI to further disrupt the labor market, particularly as corporate adoption accelerates, and underscores the need for proactive measures to address these challenges. (02:00:11) - Will Brown, Research Lead at Prime Intellect, discusses the company's recent release of a training platform designed to simplify reinforcement learning (RL) on open-source models, enabling users to focus on environment design and task specification without hardware concerns. He highlights the platform's accessibility, allowing users to train models effectively by converting existing data into training recipes, and notes the positive reception from the community. Additionally, Brown touches on the evolving landscape of AI, emphasizing the importance of customization and the potential of open-source models to achieve state-of-the-art performance in specialized tasks. (02:23:31) - Michelle Lee is the founder and CEO of Medra, a company developing physical AI scientists to automate laboratory experiments and accelerate drug discovery. In the conversation, she discusses her background in chemical engineering and robotics, the development of intelligent robots capable of autonomously conducting experiments, and Medra's recent $52 million Series A funding to build one of the largest autonomous labs in the United States. (02:30:59) - 𝕏 Timeline Reactions (02:37:36) - Mike Annunziata, Founder and Managing Partner at Also Capital, has a background in venture capital and entrepreneurship, including co-founding Farther Farms and serving as a board member at Varda Space Industries. In the conversation, he discusses his non-traditional path into venture capital, emphasizing the importance of investing in founders who are magnets for top-tier talent and have a clear, pragmatic vision. He also highlights the significance of having fun while playing to win, and announces the launch of Also Capital's second fund, totaling $50 million. (03:00:07) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Alap Shah, recorded live on TBPN. We discuss whether AI is triggering a structural decline in white collar jobs, why agentic AI may compress platform margins at companies like DoorDash and Uber,  how labs like Anthropic and OpenAI could capture enormous value as public markets struggle, and what political and economic solutions might prevent an AI driven contagion. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKashi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:07) - Ryan Petersen, founder and CEO of Flexport, a global supply chain management company, discusses the recent U.S. Supreme Court ruling that invalidated former President Trump's broad tariffs, highlighting the uncertainty surrounding potential refunds for businesses that paid these tariffs. He notes that while the Court's decision deemed the tariffs unconstitutional, it did not provide clarity on whether the $175 billion collected would be refunded, leaving companies in limbo. Petersen also mentions that Flexport has developed a tariff refund calculator to assist businesses in determining potential refunds, emphasizing the importance of staying informed as the situation evolves. (14:36) - Supreme Court Smackdown (21:54) - 𝕏 Timeline Reactions (47:36) - WSJ Mansion Section (01:00:34) - 𝕏 Timeline Reactions (01:03:29) - Palmer Luckey is a technology entrepreneur best known as the founder of Oculus VR, the virtual reality company acquired by Facebook in 2014. He later founded Anduril Industries, a defense technology company building autonomous systems, surveillance platforms, and AI-driven military hardware for the U.S. and allied governments. (01:32:18) - Jonathan Gould is a U.S. financial regulatory official and legal expert focused on banking policy and supervision. He has served in senior roles at the Office of the Comptroller of the Currency (OCC) and has worked in private practice advising financial institutions on regulatory matters. He is known for his expertise in bank regulation, fintech policy, and the legal framework governing U.S. financial institutions. (01:46:36) - Diogo Mónica, General Partner, Haun Ventures, discusses his journey from leading security teams at Square and Docker to establishing Anchorage Digital, the first federally chartered crypto-native bank in the U.S. He highlights the challenges of obtaining a federal charter during a crypto-unfriendly administration and emphasizes the necessity for tech companies to build their own banking infrastructure to innovate in financial products. Mónica also notes a resurgence in new bank charters, indicating a shift towards tech-driven financial institutions. (01:55:57) - Joe Lonsdale is an American entrepreneur and venture capitalist, known for co-founding Palantir Technologies, Addepar, and OpenGov, and serving as the managing partner at 8VC. He discusses the challenges facing low-end SaaS companies lacking robust systems of record, regulatory moats, or network effects, emphasizing that such companies are vulnerable to disruption, whereas well-established SaaS firms with strong tech cultures and significant investments in AI are better positioned to adapt and thrive. (02:04:19) - John Shahidi, co-founder of Happy Dad Hard Seltzer, discusses the brand's impressive 31% year-over-year growth in January, even during the typically slow "dry January" period. He attributes this success to strategic in-store marketing efforts, emphasizing the importance of engaging customers at the point of purchase rather than relying solely on creator-driven promotions. Shahidi also highlights the evolving drinking habits of younger consumers, noting a shift towards lighter beverages like seltzers and teas, as health consciousness rises and traditional beer consumption declines. (02:19:56) - Will Bruey, CEO and co-founder of Varda Space Industries, discusses the company's progress in space manufacturing, highlighting the recent landing of their fifth capsule and the upcoming launch of the sixth. He explains their strategy of implementing annual block upgrades to enhance hardware and software, drawing parallels to consumer electronics like smartphones. Bruey also emphasizes the focus on bio-manufacturing in microgravity over the next five to ten years, citing its economic viability and significant impact. (02:27:24) - Sam Levenback, Senior Vice President and Chief Growth & Strategy Officer at X-energy, discusses the company's development of high-temperature gas-cooled pebble bed reactors and their collaboration with Dow Chemical in South Texas and Amazon in Washington state to build new nuclear projects. He highlights the importance of revitalizing the U.S. nuclear supply chain to meet the growing energy demands of AI and digital infrastructure, emphasizing X-energy's commitment to advancing firm power solutions. Levenback also underscores the significance of partnerships with investors like Arabor, who are eager to understand and support the nuclear sector's unique challenges and opportunities. (02:41:36) - Alex Heath, Deputy Editor at The Verge and author of the "Command Line" newsletter, discusses his approach to tech journalism, emphasizing the importance of leveraging AI tools for efficiency while maintaining editorial oversight. He highlights the necessity of balancing relationships with tech executives to ensure fair reporting and shares insights into the evolving landscape of media, including the potential for independent writers to collaborate under unified brands. Heath also reflects on the challenges of holding exclusive stories and the significance of in-person interactions for sourcing information. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=67...

This is our full interview with Palmer Luckey, recorded live on TBPN. We discuss launching Erebor, a bank built for deep tech after SVB’s collapse, the push toward 24/7 dollar-backed stablecoin settlement, what it means to align a financial institution with U.S. interests, the gaming industry’s shift from innovation to extraction, and the future of VR. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.com TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Dylan Field, recorded live on TBPN. We discuss Figma’s growth, the rise of Figma Make,  the shift from linear coding to a visual-first product loop, why taste becomes the real moat in an agent-driven world,  and why design is the ultimate differentiator in 2026. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Sign up for TBPN’s daily newsletter at TBPN.com (00:59) - We're Cancelling the the SaaSpocalypse (16:47) - 𝕏 Timeline Reactions (38:37) - Palantir Jet Costs $17M Annually (46:16) - WBD x Netflix Bid Update (59:21) - eBay to Buy Depop (01:01:42) - 𝕏 Timeline Reactions (01:16:56) - Elite Lawyer Fees Hit Record Highs (01:22:30) - Older Consumers Drive 2026 Growth (01:27:24) - 𝕏 Timeline Reactions (01:41:51) - Sigil Wen discusses his concept of Web 4.0, envisioning an Internet where AI acts as the end user, capable of autonomously performing tasks and making payments without human intervention. He introduces the "automaton," a self-sufficient AI model that can self-edit its code, manage its own compute resources, and generate income to sustain its operations. Wen emphasizes the importance of building this new Internet openly to ensure safety and transparency as AI becomes increasingly integrated into digital ecosystems. (01:59:33) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the impact of social media and technology on children, emphasizing the addictive nature of devices like iPads and the challenges parents face in regulating screen time. He highlights the importance of setting boundaries and the potential benefits of government regulation to mitigate the negative effects of technology on youth. (02:33:04) - Dylan Field, co-founder and CEO of Figma, a web-based vector graphics editing software company, discusses the company's impressive 2025 performance, highlighting a 40% year-over-year revenue growth to $1.046 billion and the successful launch of four new products, including Figma Make, an AI-powered prototyping tool. He emphasizes the importance of design in product development and the role of AI in enhancing creativity, noting that 60% of Figma Make users are non-designers, reflecting the platform's accessibility and broad appeal. Field also shares insights on the evolving design landscape, expressing excitement about increased innovation and diversity in digital product aesthetics and user experiences. (02:54:04) - Peter Morales, CEO of Code Metal, discusses his journey from defense and AI research to founding the company, highlighting his work on AI algorithms for the F-35 fighter jet and at MIT Lincoln Laboratory. He explains Code Metal's mission to automate the translation of high-level code into hardware-optimized, production-ready code, addressing challenges in deploying AI on edge devices. Morales also announces a $125 million Series B funding round and the appointment of Ryan, former CEO of Tableau, as President and COO to support the company's growth. (03:03:02) - Erik Palitsch, CEO and Co-Founder of Freeform, discusses the company's development of Skyfall, an advanced laser melting platform, and their recent $67 million Series B funding led by Linz Capital, with participation from NVIDIA, Founders Fund, Threshold, and Two Sigma Ventures. He highlights the growing demand across various sectors, emphasizing the importance of flexible manufacturing in today's geopolitical climate and the acceleration of product design driven by AI advancements. Palitsch also notes that Freeform is currently producing mission-critical parts for multiple frontier programs and plans to expand their team significantly over the next year. (03:12:11) - Ljubisa Bajic, a seasoned chip designer and CEO of Taalas, discusses his company's innovative approach to AI hardware by embedding AI models directly into silicon, resulting in ultra-fast, cost-effective responses. This method sacrifices flexibility for performance, enabling immediate, large-scale outputs at minimal cost. Bajic also highlights the simplicity and efficiency of their chips, which integrate seamlessly into standard servers without the need for complex cooling systems or high-speed I/O, making advanced AI capabilities more accessible and affordable. (03:21:36) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (04:28) - Neo Lab Market Map (25:53) - 5 Fixes to Explode LLM Adoption (42:05) - 𝕏 Timeline Reactions (56:39) - Oil Tycoon Teams with Rockefellers (59:32) - 𝕏 Timeline Reactions (01:31:33) - Blake Dodge, a journalist at Pirate Wires, transitioned from investigative reporting at Business Insider to focus on optimistic tech narratives. She discusses California's proposed wealth tax, highlighting billionaire departures due to concerns over the tax's retroactive nature and its impact on business. Dodge also emphasizes the importance of tech leaders engaging in visible public works to foster goodwill amid growing inequality. (01:46:50) - Fredrik deBoer, a writer and former academic, now authors a Substack newsletter and writes books, enjoying the independence of self-publishing. He discusses his skepticism toward exaggerated claims about AI's imminent impact on the economy, highlighting the inconsistency between dire predictions and the reluctance of AI proponents to commit to specific, measurable outcomes. To challenge these assertions, deBoer proposed a wager with blogger Scott Alexander, betting that in three years, economic indicators would remain within normal ranges, thereby questioning the narrative of an impending AI-driven economic upheaval. (02:05:00) - Sohail Prasad, Founder and CEO of Destiny (D/XYZ), previously founded Forge, a private securities marketplace that went public in 2022. He discusses the creation of Destiny Tech100, a closed-end fund listed on the NYSE under ticker DXYZ, designed to provide public investors access to private technology companies. Prasad explains the fund's structure, investment strategy, and recent investments, including a $100 million secondary purchase in Anthropic. (02:17:25) - Travis Brashears, co-founder and CEO of Mesh Optical Technologies, has a background in laser technology from high school through his tenure at SpaceX, where he contributed to the development of space laser communication systems. In the conversation, he discusses Mesh Optical's first product—a pluggable transceiver designed to enhance GPU cluster connectivity within data centers by eliminating power-hungry components, thereby improving efficiency. He also highlights the company's commitment to U.S.-based manufacturing, aiming to scale production to millions of units by 2027 to meet the growing demand for optical interconnects in AI data centers. (02:28:18) - Evan Spiegel, co-founder and CEO of Snap Inc., discusses the implementation of safeguards in generative video features to prevent misuse, the expansion of Snapchat's developer ecosystem with over 400,000 developers creating lenses, and the potential of tools like Easy Lens to democratize lens creation through prompts. He also highlights the contrast between user-generated content and AI-generated content, emphasizing the importance of authentic, original content in driving engagement. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:52) - Why is no one talking about the Cournot Equilibrium? (23:53) - 𝕏 Timeline Reactions (33:04) - Adani Group Unveils $100B AI Investment (35:31) - Micron Bets $200B to End AI Bottleneck (41:01) - Warner Bros Reopens Paramount Talks (43:05) - 𝕏 Timeline Reactions (01:00:54) - Thrive Capital Raises $10B in New Funding (01:02:54) - 𝕏 Timeline Reactions (01:15:20) - Hollywood Responds to Seedance 2.0 (01:29:08) - Jon Caramanica, born in 1975, is an American journalist and pop music critic for The New York Times, known for his insightful coverage of hip-hop and popular music. He discusses the viral ascent of "My Granny Got Hit with a Bazooka" by Miami XO, highlighting its rapid memeification and the artist's sudden rise from obscurity. Caramanica examines the song's adaptability across various formats, the music industry's response to such unexpected hits, and the evolving dynamics between virality and artist development. (02:02:17) - Spenser Skates, co-founder and CEO of Amplitude, transitioned from algorithmic trading at DRW Trading Group to leading a product analytics company that went public in 2021. He discusses the benefits of taking Amplitude public, including enhanced talent acquisition and long-term stability, and emphasizes the importance of rapid innovation in the SaaS industry to maintain a competitive edge. (02:24:20) - 𝕏 Timeline Reactions (02:29:16) - Haseeb Qureshi, Managing Partner at Dragonfly Capital, a $4 billion crypto venture firm, discusses the firm's recent announcement of their fourth fund and the evolving landscape of crypto investments. He highlights the increasing intersection of crypto with AI, noting investments in platforms like Polymarket and the acquisition of OpenClaw by OpenAI. Qureshi emphasizes the enduring nature of crypto, its expansion into various sectors, and the growing adoption of stablecoins, particularly in countries with high inflation, despite regulatory challenges. (02:42:42) - Celine Halioua, founder and CEO of Loyal, a biotech company developing drugs to extend dogs' lifespans, discusses the company's recent $100 million Series C funding round, bringing total funding to over $250 million. She emphasizes the primary goal of obtaining FDA approval for their first longevity drug, highlighting that much of the development process involves time-consuming steps like aging studies and regulatory responses. Halioua also notes the impact of GLP-1 drugs on public perception of aging biology, making the concept of aging interventions more tangible and understandable. (02:51:33) - Ankur Goyal, founder and CEO of Braintrust, a company specializing in AI product observability, discusses the challenges of predicting AI product behavior post-launch and emphasizes the importance of monitoring real-world usage to identify successes and failures. He highlights the necessity for companies to adapt their AI models regularly, suggesting that best practices involve updating models every four to six weeks to maintain optimal performance. Goyal also notes a growing interest in open-source models, observing that while few companies currently use them, those that do account for nearly half of the token usage on Braintrust's platform. (03:01:22) - Reed Duchscher, founder and CEO of Night Media, a talent management company representing top digital creators, discusses the recent announcement of a $70 million capital raise led by Stepstone, with participation from Founders Fund and K5 House Capital. He explains that, despite Night Media's decade-long profitability, this funding will enable expansion into new areas such as music, sports, and live events, aiming to position the company as the internet's leading media entity. Duchscher also shares his perspective on the future of AI in content creation, expressing skepticism about its ability to produce engaging content in the near term, and highlights the growing trend of creators utilizing clipping strategies to amplify their reach across platforms. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:51) - Anthropic Hits $380B Valuation (06:08) - Become Unsloppable (23:27) - 𝕏 Timeline Reactions (45:08) - WSJ Mansion Section (58:20) - Martin Shkreli, an American investor and former pharmaceutical executive, gained notoriety for significantly increasing the price of the drug Daraprim and was later convicted of securities fraud. In the conversation, Shkreli discusses his development of a new product that utilizes his network and AI to estimate venture capital positions in various funding rounds, highlighting significant gains by investors in companies like Anthropic and OpenAI. He also touches on the challenges of accessing accurate investment data and the potential of AI in transforming industries, emphasizing the importance of product development and sales over engineering in business success. (01:34:32) - Connor Hayes, a product leader at Meta, discusses the development and growth of Threads, emphasizing its unique content format and the importance of fostering niche communities. He highlights the "Dear Algo" feature, allowing users to customize their feeds by requesting specific content, and shares insights on integrating AI to assist creators in streamlining content production. Hayes also touches on the challenges of creator monetization, advocating for directing traffic to sustainable revenue sources rather than relying solely on platform payouts. (02:03:30) - Alex Bouzari, CEO and Co-Founder of DDN, discusses his company's role in solving data challenges for AI implementations across enterprises and nations, highlighting collaborations with Nvidia and Elon Musk's ventures. He shares his journey from France to the U.S., emphasizing DDN's evolution from high-performance computing to AI, and underscores the importance of efficient infrastructure in accelerating AI adoption. Bouzari also addresses the competitive landscape, noting the rapid advancements in data center development in China and the Middle East, and stresses the need for the U.S. to enhance its efficiency to remain competitive. (02:29:01) - Brett Adcock, founder and CEO of Figure AI, discusses the company's advancements in humanoid robotics, highlighting the unveiling of their third-generation robot, Figure 03, and the development of a new, highly dexterous hand designed to achieve human-level manipulation capabilities. He emphasizes the importance of creating robots with human-like form and dexterity to seamlessly integrate into environments built for humans, enabling tasks such as folding laundry and handling dishes. Adcock also outlines Figure's strategy to deploy humanoid robots in industrial settings rapidly, with plans to introduce them into homes once they can perform tasks autonomously and reliably over extended periods. (02:55:28) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:05) - Something Mini is Coming (10:28) - Anthropic's $20B Round (20:11) - 𝕏 Timeline Reactions (28:51) - Where the WB Deal Stands Now (36:44) - Higgsfield Accused of Ragebait (49:20) - Ackman’s Meta Move (01:03:54) - Bryan Johnson, a tech entrepreneur and founder of Braintree, is dedicated to extending human lifespan through his "Blueprint" protocol, which includes consuming three tablespoons of high-polyphenol extra virgin olive oil daily, accounting for 15% of his caloric intake. In the conversation, he discusses the health benefits of this regimen, emphasizing the importance of specific types of olive oil for longevity, and introduces his "Immortals" program—a comprehensive, data-driven health initiative designed to optimize biological age through personalized protocols and advanced monitoring. (01:34:01) - Matthew Zeitlin, a correspondent at Heatmap News, discusses the significant energy demands of data centers, noting that large facilities can consume as much electricity as entire cities. He highlights the challenges utilities face in meeting this demand, including the need for substantial infrastructure upgrades and the potential impact on electricity prices. Zeitlin also addresses the environmental concerns associated with data centers, such as increased emissions and water usage, and emphasizes the importance of balancing technological advancement with sustainable energy practices. (02:03:14) - Joon Sung Park, co-founder and CEO of Simile, discusses the company's development of a foundational model of human behavior capable of simulating society at both individual and population levels to predict outcomes. He highlights applications such as enabling Fortune 500 companies to interact with agents representing real people, allowing for more accurate market predictions and decision-making. Park also emphasizes the potential of these simulations to model entire markets or nations, aiming to enhance policy and product development through a deeper understanding of societal dynamics. (02:15:15) - David Risher, CEO of Lyft and co-founder of Worldreader, discusses the company's record bookings and profits, attributing this success to a strong focus on customer satisfaction. He highlights Lyft's strategic initiatives, including international expansion and the integration of autonomous vehicles, particularly through a partnership with Waymo in Nashville. Risher also addresses the challenges posed by market volatility and emphasizes the importance of maintaining a clear focus on data and long-term goals amidst fluctuating stock prices. (02:31:41) - Todd McKinnon, co-founder and CEO of Okta, discusses his journey from leading engineering at Salesforce to founding Okta in 2009, aiming to address identity management challenges in the emerging cloud computing era. He highlights the company's growth to a $3 billion annual revenue with 6,000 employees, emphasizing the increasing importance of identity management amid trends like AI and remote work. McKinnon also shares insights on the surge of interest in AI agents across industries, stressing the need for secure implementation and the evolving role of software engineers in a rapidly expanding software landscape. (02:47:11) - Alexander Ksendzovsky, a neurosurgeon and neuroscientist, has been cultivating neurons on electrodes for two decades. He discusses leveraging the superior energy efficiency and adaptability of biological neurons to enhance artificial neural networks, aiming to address the energy challenges in AI computing. Ksendzovsky emphasizes that this approach is not science fiction but a current, deployable technology, with his company actively integrating biological networks to improve AI model performance and efficiency. (02:55:15) - Andrew Huberman is an American neuroscientist and tenured professor of neurobiology at Stanford University School of Medicine, where he studies brain function, behavior, and visual system plasticity. He is the creator and host of the Huberman Lab podcast, which translates neuroscience and health research into practical tools for sleep, focus, fitness, and mental health. Huberman is known for bringing academic research to a broad audience through long-form interviews and solo deep dives on science-backed protocols. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:59) - Is Something Big Happening? (24:29) - Tai Lopez Charged in $122M Fraud (48:29) - U.S. Adds 130,000 Jobs (54:38) - 𝕏 Timeline Reactions (01:17:16) - Harley Finkelstein, President of Shopify, is a Canadian entrepreneur and lawyer who founded his first company at 17 and later earned a law degree and MBA from the University of Ottawa. In the conversation, he discusses Shopify's impressive 2025 financial performance, including a 29% increase in Gross Merchandise Volume to $370 billion and a 30% rise in revenue to $11.5 billion, attributing this growth to the company's strategic investments in AI commerce infrastructure and the development of the Universal Commerce Protocol in partnership with Google. Finkelstein emphasizes that 2026 will be pivotal for scaling these AI-driven initiatives, positioning Shopify to support a new generation of billion-dollar brands. (01:40:19) - 𝕏 Timeline Reactions (02:00:46) - Matt Shumer, founder and CEO of OthersideAI (HyperWrite), is an AI entrepreneur and investor known for his work in AI infrastructure and development tools. In the conversation, he discusses the rapid advancements in AI, emphasizing how models like OpenAI's GPT-5.3 Codex and Anthropic's Claude Opus 4.6 are now capable of autonomously handling complex tasks, signaling a significant shift in various industries. He highlights the importance of individuals adapting to these changes by becoming proficient with AI tools and integrating them into their workflows to stay competitive. (02:15:21) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's strategic initiatives, including the expansion into prediction markets, enhancing family finance tools, and increasing access to private markets. He emphasizes the potential growth of prediction markets into a trillion-dollar asset class and highlights efforts to make Robinhood more beneficial for families by integrating partners, children, and grandparents into the platform. Additionally, Tenev addresses the inequities in financial services by working to provide broader access to private markets for retail investors. (02:35:08) - Jeff Lawson, co-founder and former CEO of Twilio, has transitioned from his extensive background in software development to the fusion energy sector by founding Inertia Enterprises. In a recent discussion, he detailed Inertia's mission to commercialize fusion energy by building on the 2022 breakthrough at Lawrence Livermore National Laboratory, where scientists achieved fusion ignition. Lawson outlined plans to develop the world's most powerful laser and mass-produce fusion fuel targets, aiming to construct a gigawatt-scale power plant capable of supplying energy to over a million homes. (02:48:47) - Sam Blond, co-founder and CEO of Monaco, an AI-native sales platform, discusses the company's launch from stealth mode, highlighting its rapid growth to a team of nearly 40 since starting in September 2024. He explains Monaco's comprehensive approach to sales technology, integrating various tools into a unified system that automates tasks like prospecting, outreach, and pipeline management, allowing sales professionals to focus on customer engagement. Blond also shares the challenges faced in securing the monaco.com domain, including a legal dispute with the government of Monaco, which the company ultimately won. (03:03:17) - John Ferrara, founder and CEO of Juxta, is developing a GPS alternative capable of tracking locations without external hardware like satellites or beacons. He discusses Juxta's synthetic fingerprinting technology, which simulates IMU measurements to map environments remotely, enabling scalable deployment in GPS-denied areas such as indoors, underground, and combat zones. Ferrara also shares his motivation, influenced by his parents' military service, and outlines Juxta's progress, including securing $5 million in funding and preparing for initial deployments in logistics, healthcare, and defense sectors. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cisco - https://www.cisco.com Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Kalshi - https://kalshi.com Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Okta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Sentry - https://sentry.io Shopify - https://shopify.com/tbpn Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co 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 Kris Marszalek, recorded live on TBPN. We discuss why he bought AI.com the moment it became available, the long-term vision for a consumer “chief of staff” personal assistant for billions of people, how he locked in a Super Bowl spot before the product existed and pulled the trigger just weeks before airing, what happened when the ad drove massive traffic and signups, and why he turned down a $500M+ offer for the domain right after closing because he’s going all-in on building the product. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:56) - Elon Musk's Banker (13:55) - 𝕏 Timeline Reactions (20:46) - How Apollo Dodged SaaSsassination (25:22) - 𝕏 Timeline Reactions (44:35) - Beijing Pours $26B into Robot Boom (01:03:54) - WSJ: The "Frozen" U.S. Job Market (01:16:32) - Vincenzo Landino is an entrepreneur and media strategist, serving as the CEO and co-founder of The Landino Group, which encompasses Aftermarq, a video production studio; Brainwork Media, a podcast production network; and Landino PR, a modern public relations firm. In the conversation, he discusses the new Johnny Ive-designed Ferrari, expressing mixed feelings about its design and questioning its alignment with Ferrari's traditional aesthetics. He also comments on NASCAR's recent advertising campaign, noting its emphasis on American heritage and its strategic positioning in response to the growing popularity of Formula 1 in the U.S. (01:37:22) - Ethan Thornton, founder and CEO of Mach Industries, began his entrepreneurial journey in high school with a woodworking and metalworking business. He later attended MIT for aerospace engineering but left to establish Mach Industries, focusing on unmanned defense systems. In the conversation, Thornton discusses the urgency of the U.S. adopting unmanned systems to maintain a strategic advantage, emphasizing the need for decentralized, cost-effective manufacturing to counter potential adversaries. (02:02:36) - Kris Marszalek, co-founder and CEO of Crypto.com, recently launched AI.com, an AI platform offering autonomous agents to perform tasks on users' behalf. He discussed acquiring the AI.com domain for $70 million in April 2025, recognizing its significance and swiftly finalizing the deal. Marszalek also highlighted the platform's Super Bowl LX advertisement, which, despite causing a temporary website crash due to overwhelming traffic, successfully attracted approximately 300,000 sign-ups in a single day. (02:20:12) - 𝕏 Timeline Reactions (02:33:09) - Cristóbal Valenzuela, CEO and co-founder of Runway, an applied AI research company, discusses the company's recent $315 million Series C funding round and the release of their 4.5 video model, emphasizing the need to scale computing resources to meet growing user demand. He highlights the importance of balancing exploration and exploitation in AI development, advocating for both creating new models and building effective workflows to stay connected with user needs. Valenzuela also notes the increasing adoption of AI in media and entertainment, with studios and agencies integrating AI into their workflows to enhance efficiency and creativity. (02:43:39) - Brad Svrluga, co-founder and General Partner at Primary Venture Partners, announced the firm's $625 million fifth fund, comprising both a pure seed fund and a select fund for follow-on investments. He emphasized the firm's commitment to institutional seed investing at scale, focusing on providing tailored support to founders at the earliest stages, especially as larger platforms increasingly enter the seed market. Svrluga also highlighted the importance of deep industry knowledge and strong co-founder relationships for early-stage startups, noting that while rapid prototyping is possible, genuine customer understanding and team dynamics are crucial for long-term success. (02:56:49) - Dayna Grayson, co-founder and managing partner of Construct Capital, discusses her journey from early-stage investing at NEA to focusing on industrial tech startups, emphasizing the importance of leveraging commoditized components in hardware development to mitigate risks associated with capital-intensive projects. She highlights the role of AI and automation in addressing talent shortages and boosting productivity within the industrial sector, noting that while physical AI adoption is progressing slowly, it is indeed happening. Grayson also touches on the reindustrialization narrative, particularly in the defense sector, underscoring the necessity of building on U.S. soil and adopting new technologies to meet increasing demands. (03:15:48) - Ashlee Vance is an American journalist, author, and filmmaker, renowned for his 2015 biography of Elon Musk and his work on the "Hello World" TV series. In the conversation, Vance discusses his media company, Core Memory, which focuses on science and technology content, including a YouTube show, podcast, and Substack newsletter. He also talks about his documentary projects, such as one on brain-computer interfaces, and shares insights into the challenges of producing documentaries in the current media landscape. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.cisco.com Okta - https://www.okta.com Kalshi - https://kalshi.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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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 Bill Bishop, recorded live on TBPN. We discuss China’s accelerating PLA purges, what Xi Jinping is really trying to accomplish inside the military, the DJI ban, whether US regulation will stick, Taiwan arms sales and Trump’s upcoming China visit, China’s approach to AI and chips, and why Nvidia’s China sales remain such a messy geopolitical flashpoint. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Sign up for TBPN’s daily newsletter at TBPN.com (11:59) - Super Bowl Ad Reactions (57:18) - Ads Launch in ChatGPT (01:15:44) - Jason Fried, co-founder and CEO of Basecamp, a web-based project management platform, is known for his minimalist approach to software design and advocacy for simplified business practices. In the conversation, he discusses Ferrari's upcoming electric vehicle, the Luce, focusing on its interior design collaboration with Jony Ive and the integration of tactile and digital elements. Fried expresses appreciation for the fresh approach but emphasizes the importance of cohesive design between a car's interior and exterior, noting that the overall success depends on how these elements harmonize. (01:30:42) - Bill Bishop is a bilingual American entrepreneur and China expert who co-founded CBS MarketWatch in 1997 and later founded the Sinocism China Newsletter, providing in-depth analysis on Chinese affairs. In the conversation, he discusses the severe winter conditions in Washington, D.C., recent developments in U.S.-China relations, including military purges within the PLA, and the implications of AI advancements and chip sales between the two nations. (02:01:51) - Jason Kelly, co-founder and CEO of Ginkgo Bioworks, discusses the evolution of laboratory automation, likening traditional manual lab work to early manual transportation methods, and highlights the role of AI in managing experimental variability. He emphasizes the potential of autonomous labs to democratize scientific research, enabling broader participation and accelerating innovation across various sectors. Kelly also addresses the importance of biosecurity measures and the need for responsible management of biotechnological advancements to mitigate potential risks. (02:22:23) - 𝕏 Timeline Reactions (02:30:07) - Dan Romero, a seasoned professional with over a decade in the crypto industry, recently transitioned from his role at Farcaster to join Tempo, a purpose-built Layer 1 blockchain designed for stablecoin payments, incubated by Stripe and Paradigm. He discusses the significant potential for stablecoins, especially following the passage of the Genius Act, and emphasizes Tempo's focus on payments, highlighting partnerships with companies like DoorDash and Klarna. Romero also explores the integration of stablecoins with AI agents, suggesting that stablecoin rails could enable seamless, programmatic transactions for AI-driven services. (02:43:52) - Boris Sofman, co-founder and CEO of Bedrock Robotics, discusses the development of autonomous technologies for heavy machinery to address labor shortages in industries like construction, mining, and agriculture. He explains that Bedrock's approach involves retrofitting existing equipment with sensor and compute systems to enable operatorless operation, enhancing productivity and safety. Sofman also highlights the challenges of electrifying construction equipment due to infrastructure limitations and emphasizes the potential of AI to revolutionize various sectors by integrating advanced autonomy and intelligence into physical industries. (02:58:39) - Sara Hooker, co-founder of Adaption Labs and former VP of Research at Cohere, discusses her company's focus on developing AI systems capable of real-time, continuous learning without the need for costly retraining cycles. She emphasizes the importance of creating adaptable intelligence that evolves through real-world interaction, aiming to eliminate the reliance on prompt engineering and enhance efficiency across various domains. Hooker also highlights the recent $50 million seed funding secured by Adaption Labs, which will support their mission to build AI models that require less computing power and cost less to run than most leading systems. (03:07:46) - Edward Mehr, CEO of Robocraftsman, discusses his company's development of versatile manufacturing robots capable of performing various metal operations, including sheet forming, welding, and assembly, to produce complex metal structures for industries like aerospace and automotive. He highlights the transition from technology development to scaling operations, with plans to establish larger facilities and expand capabilities to meet increasing demand. Mehr envisions a future where hardware manufacturing becomes as flexible and accessible as software development, enabling rapid customization and production without the need for traditional tooling. (03:25:11) - Jordi vs. France TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.cisco.com Okta - https://www.okta.com Kalshi - https://kalshi.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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:05) - Chip Bottleneck vs. Energy Bottleneck (16:12) - Amazon Plans Record $200B Capex (29:31) - Inside the Search for Iger's Heir (34:30) - TikTok Fuels "Dirty Soda" Craze (46:25) - Anthropic Tanked the Software Market (51:21) - 𝕏 Timeline Reactions (01:17:31) - WSJ Mansion Section (01:29:31) - Doug O'Laughlin is a developer deeply engaged with Anthropic's AI coding assistant, Claude Code, utilizing it extensively in his daily workflow. He discusses the integration of Claude Code into GitHub, highlighting its role in automating tasks like drafting pull requests and code reviews, thereby enhancing developer productivity. Doug also explores the evolution of AI models, noting the rapid advancements in Claude's capabilities and their impact on software development practices. (02:03:13) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as CEO of Affirm, a fintech company he founded in 2012. In the transcript, Levchin discusses Affirm's impressive 36% year-over-year growth in merchant sales volume, reaching approximately $1.1 billion in revenue for the quarter. He attributes this success to seasonal sales events like Black Friday and the rapid growth of the Affirm Card, which has seen 100% year-over-year growth across various metrics. Additionally, Levchin highlights the success of Affirm's self-created shopping holiday, "The Big Nothing," offering 0% APR deals without fine print, which significantly boosted their numbers. (02:21:20) - TJ Parker is the co-founder and former CEO of PillPack, a pharmacy service acquired by Amazon in 2018, where he later served as Vice President of Health and Pharmacy until 2022. In the conversation, Parker discusses the controversy surrounding Hims' compounding of GLP-1 medications, highlighting the FDA's recent warning letter addressing safety and efficacy concerns. He also touches on the implications of the new Wegovy pill for the weight loss market and the potential impact of AI in healthcare, emphasizing the importance of integrating AI with comprehensive medical histories to enhance patient care. (02:40:51) - Arsalan Tavakoli, co-founder and Senior Vice President of Field Engineering at Databricks, discusses the rapid evolution of AI, emphasizing that while technological advancements are significant, the real challenge lies in organizations learning to effectively deploy and utilize these tools to derive value. He highlights the importance of having a unified, governed data platform to support both small and large-scale data projects, noting that even seemingly simple tasks can quickly expand in complexity and data requirements. Tavakoli also underscores that, despite the proliferation of AI agents, many enterprises struggle to move beyond pilot phases to achieve meaningful production outcomes, often due to issues related to data quality, governance, and integration. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.com Kalshi - https://kalshi.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 Doug O'Laughlin, recorded live on TBPN. We discuss why Claude Code feels like a true inflection point, how agent swarms and orchestration could replace large parts of today’s SaaS stack, hyperscaler capex, Nvidia supply constraints, and why knowledge work is about to change faster than most people expect. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:21) - 𝕏 Timeline Reactions (02:58) - Anthropic's Trust Nuke (18:36) - OpenAI's Frontier Model for Enterprise (39:02) - Alphabet Beats Q4 Estimates (52:25) - NVIDIA to Skip New Gaming Chips in 2026 (56:16) - Sam Altman, CEO of OpenAI, discusses the launch of Codex 5.3, highlighting its enhanced coding capabilities, increased speed, and improved interactivity, allowing users to guide the model during tasks. He emphasizes the importance of integrating AI agents into workflows, suggesting that managing a team of agents will become a standard practice, and notes the need for companies to adapt quickly to AI advancements to maintain competitiveness. Altman also touches on the evolving role of software development, predicting significant transformations as AI continues to advance. (01:33:10) - Sholto Douglas, a Member of Technical Staff at Anthropic, specializes in scaling reinforcement learning and agentic AI. In the transcript, Douglas discusses the release of a new model that excels in tackling complex problems through extended reasoning and test-time computation. He highlights the model's advancements in digital tasks, such as coding and knowledge work, and emphasizes the importance of developing AI systems that can function as capable coworkers. (02:00:32) - Daniel Barcelo, CEO and Chairman of T1 Energy, has over 25 years of experience in international energy finance and emerging markets. He discusses T1's efforts to build a domestic solar and battery supply chain, highlighting the acquisition of a 5-gigawatt solar module facility in Wilmer, Texas, and plans for a 2.1-gigawatt solar cell plant near Austin. Barcelo emphasizes the importance of advanced manufacturing and an integrated U.S. supply chain to meet the growing demand for scalable, reliable, and low-cost renewable energy. (02:24:41) - Mandy Fields, Chief Financial Officer of e.l.f. Beauty, discusses the company's impressive 38% net sales growth and 79% increase in adjusted EBITDA, attributing this success to their value proposition, innovative marketing, and the acquisition of Hailey Bieber's brand, Rhode. She highlights e.l.f.'s balanced marketing spend across digital platforms to stay connected with their community and emphasizes the importance of Super Bowl ads for building long-term brand awareness. Fields also notes the company's focus on expanding their existing portfolio, including e.l.f. Cosmetics, Naturium, and Rhode, while remaining open to future acquisitions. (02:32:56) - 𝕏 Timeline Reactions (02:35:53) - Ivan Burazin, co-founder and CEO of Daytona, has a rich background in cloud development, having previously founded Codeanywhere and the Shift developer conference. In the conversation, he discusses Daytona's mission to provide secure, scalable infrastructure for AI agents, emphasizing the necessity for these agents to operate in isolated computing environments to perform tasks like code execution and browser-based activities. He also highlights Daytona's rapid growth, noting a significant increase in customers, including Fortune 100 companies, and announces a recent $24 million Series A funding round to further advance their platform. (02:43:01) - Scott Rogowsky, renowned for hosting HQ Trivia, discusses his new venture, Savvy, a live interactive word puzzle game where players compete against him in real-time to solve puzzles and win cash prizes. He reflects on lessons from HQ Trivia, emphasizing the importance of player engagement and accessibility, and highlights Savvy's design to ensure all participants can play through entire games, enhancing user experience. Rogowsky also shares his commitment to the project, having recently relocated to Los Angeles to focus on its development, and expresses excitement about building a dedicated community around the app. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.com Kalshi - https://kalshi.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 OpenAI CEO Sam Altman, recorded live on TBPN. We discuss Anthropic's Super Bowl ads, Codex 5.3, why managing AI agents is the next interface shift, and how chips, power, and compute bottlenecks will shape the future of AI. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:17) - Our Super Bowl Ad (06:43) - Ads in AI Commercial Reactions (31:11) - Walmart hits $1T (35:05) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a company specializing in AI-driven voice synthesis, discusses the company's recent $500 million Series D funding round, valuing ElevenLabs at $11 billion, and highlights the rapid growth in annual recurring revenue, reaching $330 million by the end of 2025. He emphasizes the expansion of their product offerings, including advancements in voice agents and conversational models, and notes significant enterprise adoption with clients like Deutsche Telekom and Revolut. Additionally, Staniszewski introduces Andrew Reed from Sequoia as a new board member, underscoring the company's commitment to innovation and leadership in the AI voice technology sector. (50:53) - 𝕏 Timeline Reactions (01:01:06) - Gergely Orosz is a seasoned software engineer and author of "The Pragmatic Engineer" newsletter, focusing on in-depth topics for experienced professionals. In the conversation, he discusses the transformative impact of AI on software engineering, emphasizing the shift from traditional coding to AI-assisted development and the importance of adaptability in this evolving landscape. He also highlights the value of hiring interns proficient in AI tools to enhance team productivity and underscores the need for engineers to develop business acumen and product sense to remain competitive. (01:22:31) - Dara Khosrowshahi, an Iranian-American business executive born in 1969, is the CEO of Uber and previously led Expedia Group. In the conversation, he discusses Uber's strong earnings, highlighting a 22% trip growth and nearly $10 billion in free cash flow, emphasizing the company's supply-led strategy and the integration of rides and Uber Eats to enhance customer engagement. (01:48:37) - Mitchell Green, Founder and Managing Partner at Lead Edge Capital, a $5 billion growth equity firm, discusses the rapid evolution of software development through AI-driven "vibe coding," expressing skepticism about its ability to replace complex, trust-based enterprise software solutions. He highlights the undervaluation of established software companies like PayPal and Workday, emphasizing the importance of trust and reliability in their offerings. Green also touches on the dynamics of the IPO market, noting that strong companies can go public successfully even in uncertain times, and shares his personal interest in motorsports, including plans to participate in races at Le Mans and Monaco. (02:16:16) - Breaking News: Sama Responds to Anthropic Ads (02:19:50) - Simon Hørup Eskildsen is the co-founder and CEO of Turbopuffer, a company specializing in serverless vector databases. He discusses the rapid adoption of agentic coding, emphasizing the need for efficient search engines to handle vast data volumes, and highlights Turbopuffer's role in enabling companies to build their own scalable search infrastructures. Additionally, he addresses challenges in compute resource availability and the importance of honest representation in client partnerships. (02:36:56) - 𝕏 Timeline Reactions (02:43:17) - KJ Dhaliwal, CEO and co-founder of Lotus Health AI, discusses the company's mission to provide free, AI-powered primary care directly to consumers, addressing the shortage of primary care physicians in the U.S. He highlights the platform's ability to handle 80% of primary care needs virtually, including prescriptions and lab orders, by integrating patient health data with AI and real doctors. Dhaliwal also mentions their recent $41 million funding round led by Kleiner Perkins and CRV, and outlines plans for monetization through premium content and employer partnerships. (02:53:16) - Nicolas Sharp, Co-Founder and CEO of Attio, discusses the launch of "Ask Atio," a conversational AI interface designed to help users interpret and act on extensive CRM data, including calls, emails, and customer interactions. He highlights the industry's growing consensus on the potential disruption of incumbent CRM systems by AI-native solutions and emphasizes Attio's commitment to supporting diverse integrations through a robust SDK and open platform. Looking ahead, Sharp outlines plans for rapid product development, aiming to balance scaling the company with continuous innovation to meet ambitious targets. (03:00:52) - Ken Griffin Blasts White House "Favoritism" (03:06:04) - 𝕏 Timeline Reactions TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.com Kalshi - https://kalshi.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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:51) - Timeline Reactions (49:06) - Aaron Levie, co-founder and CEO of Box, a leading enterprise cloud company, discusses the rapid advancements in AI and their transformative impact on enterprise software. He emphasizes the development of AI agents capable of handling complex tasks with unstructured data, highlighting the unprecedented pace of change in AI research and best practices. Levie also addresses the evolving role of AI in enterprise SaaS, suggesting a future where AI agents complement existing software systems, enhancing productivity without replacing core business processes. (01:09:35) - Chuck Robbins, Chairman and CEO of Cisco Systems, discussed the company's focus on AI at the Cisco AI Summit, covering topics from evolving models to necessary infrastructure, and highlighted the intersection of technology and geopolitics at the recent Davos meeting. He also shared insights into his background, including his transition from a mathematics degree to a career in technology, and emphasized the importance of balancing technical skills with emotional intelligence for leadership success. (01:28:10) - Jeetu Patel, Cisco's President and Chief Product Officer, discusses the company's strategic shift towards becoming a platform-centric organization, emphasizing the importance of ecosystem collaboration over a zero-sum mentality. He highlights the significance of the Splunk acquisition in enhancing data correlation for improved security measures and underscores the critical role of networking infrastructure in supporting AI advancements. Patel also addresses the evolving nature of software development, noting the increasing reliance on AI for code generation and the necessity for robust review processes to maintain quality. (01:54:42) - Costa Kladianos, Executive Vice President and Head of Technology for the San Francisco 49ers and Levi's Stadium, discusses his team's role in managing stadium operations, including ticketing, point-of-sale systems, Wi-Fi, network infrastructure, and cybersecurity, aiming to provide a seamless fan experience. He highlights the evolution of stadium technology to enhance in-person attendance by integrating social experiences and advanced data access, making live games more appealing than home viewing. Kladianos emphasizes the critical importance of robust network infrastructure and proactive cybersecurity measures to ensure uninterrupted operations and protect against diverse threats, given the stadium's high visibility and technological expectations. (02:03:02) - Dylan Patel is the founder of SemiAnalysis, the leading research and consulting firm for AI infrastructure and buildouts. Their publication is broadly respected, and they sell data to many hyperscalers and AI labs. In this episode, almost all of what we discussed has never been said publicly. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.com Kalshi - https://kalshi.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 SemiAnalysis Founder and CEO Dylan Patel, recorded live on TBPN at the Cisco AI Summit in San Francisco.  We discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

This is our full interview with Moltbook creator Matt Schlicht, recorded live on TBPN.  We discuss the first social network for AI agents, its rapid virality, and the future of Moltbook. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:43) - Moltbook Reactions (28:35) - Matt Schlicht, founder and CEO of Octane AI, is an AI and chatbot expert recognized as a Forbes 30 Under 30 honoree. In the conversation, he discusses his journey in the tech industry, including his work at Ustream and the development of Moltbook, a social network for AI agents. He elaborates on the rapid growth of Moltbook, the concept of AI agents interacting autonomously, and the future potential of AI-driven social platforms. (01:05:51) - Nvidia OpenAI Deal (01:20:55) - Alex Blania, co-founder of Tools for Humanity, the company behind Worldcoin, discusses the necessity of establishing proof of human identity at internet scale to prevent AI-driven interactions from undermining authentic human connections online. He highlights the challenges posed by AI-generated content and bots, emphasizing the importance of uniqueness in user accounts to maintain the integrity of social platforms. Blania also touches on the potential for AI to facilitate scams, such as deepfake calls targeting vulnerable individuals, underscoring the need for robust verification systems. (01:36:02) - Nik 6ocqltb, an AI enthusiast since 2021, discusses his early adoption of OpenAI's technologies, including GPT-3 and DALL·E, and his experiences curating AI-generated art on Instagram, which led to a significant following before facing issues with OpenAI. He shares his perspectives on the rapid development of AI, expressing optimism about achieving AGI by 2029-2030, and critiques the commercialization strategies of companies like OpenAI, highlighting concerns about user growth and the introduction of ads in ChatGPT. Additionally, Nik reflects on his anonymous online presence, emphasizing his desire to explore and discuss AI developments freely, and mentions upcoming plans to engage more deeply with the AI community, including attending Nvidia's GTC as a creator. (01:58:02) - David Placek, founder and president of Lexicon Branding, specializes in creating impactful brand names for global clients. He discusses the importance of integrating creative processes with linguistic and cognitive science to develop effective names, emphasizing that securing a perfect .com domain is less critical than previously thought. Placek also highlights the challenges of rebranding, advising companies to thoroughly consider the implications and invest appropriately to ensure a successful transition. (02:31:04) - Thibault Sottiaux, the engineering lead for OpenAI's Codex, discusses the launch of the Codex app on macOS, emphasizing its accessibility and integration with users' workflows. He highlights features like adaptive thinking models, customizable personalities, and multimodal capabilities, aiming to enhance productivity for both technical and non-technical users. Sottiaux also addresses the app's role as a companion to traditional IDEs, its support for open ecosystems, and future plans for mobile integration. (02:47:14) - Christopher O'Donnell, former Chief Product Officer at HubSpot, is now the founder and CEO of Day.ai, an AI-native CRM platform. In the conversation, he discusses how Day.ai integrates a meeting assistant, CRM, and knowledge base into a unified solution, eliminating manual data entry and providing instant insights by indexing all company interactions for AI analysis. He also highlights the company's recent $20 million funding round led by Sequoia Capital. (02:57:47) - Jim Siders, CEO of SHIELD Technology Partners and former CIO at Palantir, discusses the company's mission to integrate AI into IT services for small and medium-sized businesses across America. He highlights the recent $100 million investment from Thrive Holdings, emphasizing the long-term partnership and strategic vision behind this funding. Siders also explains SHIELD's approach of acquiring successful managed service providers, retaining their existing teams and customer relationships, and enhancing their offerings with AI and proprietary technologies to deliver greater value without disrupting established connections. (03:07:21) - Chris Black is a media personality, writer, and brand consultant best known as the co-host of the podcast How Long Gone. He’s recognized for his sharp commentary on culture, fashion, media, and internet trends, and for advising brands and creators on positioning, storytelling, and taste-driven marketing. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.com Kalshi - https://kalshi.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 Tyler Cowen, recorded live on TBPN. We discuss Kevin Warsh and the Federal Reserve, volatility in precious metals and gold, AI-driven unemployment, Clawdbot, and the broader societal impacts of AI. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (01:42) - Who is Kevin Warsh? (31:57) - 𝕏 Timeline Reactions (40:34) - Google Targets Chinese "Cyber Weapon" (47:48) - WSJ Mansion Section (01:03:08) - Jim Lanzone, CEO of Yahoo, has a rich background in technology and media, including leadership roles at Tinder and CBS Interactive. In his discussion, he reflects on his journey as a "turnaround guy," detailing his experiences revitalizing companies like Ask Jeeves and CBS Interactive. He emphasizes the importance of starting with substantial traffic and improving products, teams, and focus areas to achieve successful turnarounds. (01:36:39) - Tyler Cowen, an American economist and professor at George Mason University, is renowned for his work in cultural economics and his influential blog, Marginal Revolution. In the conversation, he discusses the appointment of Kevin Warsh as Federal Reserve Chair, expressing cautious optimism about Warsh's political acumen and potential independence from President Trump. Cowen also addresses the surge in precious metals, attributing it to investors' search for safe havens amid global uncertainty, and emphasizes the importance of the Federal Reserve's vigilance regarding AI's impact on the financial system and employment. (02:04:08) - Jason M. Lemkin is a SaaS investor, founder, and operator best known for founding SaaStr, the largest global community for SaaS founders and executives. He previously founded EchoSign, which was acquired by Adobe, and now focuses on early- and growth-stage SaaS companies through SaaStr Fund while hosting SaaStr Annual, one of the industry’s flagship conferences. (02:45:57) - Alex Roy, an American writer and rally race driver known for setting endurance driving records, discusses his team's recent achievement of completing the first Tesla Full Self-Driving (FSD) Cannonball Run across the United States with zero interventions. The journey, spanning 3,081 miles from Los Angeles to New York, took 58 hours and 22 minutes, with FSD handling all driving tasks, including navigation through adverse winter conditions. Roy highlights that human errors, such as navigational and charging mistakes, added time to the trip, emphasizing the impressive capabilities of Tesla's FSD system. (02:59:34) - Bobby Fijan, co-founder of The American Housing Corporation, discusses the company's mission to build row homes for young families across the U.S. By vertically integrating manufacturing, contracting, and development, they aim to reduce on-site labor by 95% and offer fixed pricing nationwide. Fijan emphasizes the importance of providing affordable, family-friendly housing to retain families in urban areas. (03:08:24) - 𝕏 Timeline Reactions TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.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 Eric Seufert, analyst at Heracles Media, recorded live on TBPN. We discuss Apple’s AI and privacy tradeoffs, Meta’s AI-powered ad rebound, and how Google is monetizing Gemini at scale. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.  Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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 Bloomberg’s Managing Editor, Mark Gurman, recorded live on TBPN. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:23) - Apple Acquires Audio AI Startup Q.AI (12:05) - Microsoft, Meta, and Tesla Earnings (25:37) - 𝕏 Timeline Reactions (36:27) - SpaceX & xAI Merger (41:02) - 𝕏 Timeline Reactions (54:23) - Google DeepMind's Project Genie (01:06:51) - Chrome Debuts "Agentic Browsing" (01:10:41) - TikTok Uninstalls Surge 150% (01:15:21) - Anton Osika, co-founder and CEO of Lovable, an AI-powered platform enabling users to build applications through natural language prompts, discusses the company's rapid growth, including reaching 300 million annual recurring revenue (ARR) within two months. He highlights how Lovable empowers non-technical users to create and deploy software solutions, citing examples like a restaurant owner developing an AI phone-answering system and a pet owner generating AI-crafted dog portraits for sale. Osika emphasizes the platform's focus on simplicity and security, aiming to democratize software development and unlock human creativity. (01:44:48) - Christian Garrett & Delian Asparouhov is a venture capitalist and co-founder of The Hill & Valley Forum, a bipartisan community bridging Silicon Valley and Washington, D.C., to address national security challenges through technology. In the transcript, he discusses the upcoming third annual Daytime Forum, emphasizing its focus on strengthening ties between the technology sector and government, expanding into industries like biotechnology, and increasing international participation to foster collaboration with U.S. allies. He also highlights the forum's evolution into a platform for developing and endorsing joint policies that align public and private sector incentives for national benefit. (02:00:03) - Eric Seufert is a mobile growth strategist and analyst best known for his writing on advertising, user acquisition, and platform economics. He runs Mobile Dev Memo, a widely read industry blog, is the author of Freemium Economics, and previously led user acquisition at Rovio, where he worked on scaling mobile games in a post-IDFA world. (02:36:46) - Kevin Weil, OpenAI's Chief Product Officer, discusses the transformative impact of AI on scientific research, highlighting how advanced models like GPT-5.2 are now capable of solving complex, open problems in mathematics and other scientific fields. He emphasizes the importance of integrating AI into scientists' daily workflows through tools like Prism, which enhance scientific writing and collaboration. Weil envisions a future where AI accelerates scientific discovery by automating routine tasks and enabling researchers to focus on more complex challenges. (02:55:26) - Mehul Nariyawala, co-founder of Matic, discusses the company's recent $60 million funding led by Sutter Hill Ventures, the challenges and insights gained from various pricing models for their autonomous home robots, and the strategic focus on building consumer trust and data collection through their initial product to pave the way for future advancements in home robotics. (03:06:19) - 𝕏 Timeline Reactions TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:20) - Netflix & AI Slop (18:10) - Saudi Liquidity Crunch (30:36) - 𝕏 Timeline Reactions (33:55) - Clawdbot Timeline Reactions (01:02:13) - Mark Gurman is a technology journalist and Apple analyst best known for his reporting on Apple’s products, strategy, and internal decision-making. He is the author of Bloomberg’s Power On newsletter, where he consistently breaks news on iPhone, Mac, Vision Pro, and Apple’s executive and product roadmap—often months or years ahead of official announcements. (01:55:41) - Miles Brundage, Executive Director of the AI Verification and Evaluation Research Institute (AVERI), discusses the critical need for independent auditing of AI systems to ensure their safety and security, drawing parallels to established practices in other industries. He outlines four key risk categories: unintended system behaviors, misuse of AI systems, emergent social phenomena, and traditional security issues, emphasizing the importance of rigorous third-party evaluations to address these challenges. Brundage also highlights AVERI's role as a nonprofit think tank dedicated to developing standards and fostering collaboration among stakeholders to build a robust AI auditing industry. (02:12:19) - 𝕏 Timeline Reactions (02:31:08) - Aidan Smith & Asher Spector, co-founders of Flapping Airplanes, an AI lab focused on data efficiency, discusses their goal of training human-level intelligent models without consuming vast amounts of data. They emphasize the importance of creating data-efficient AI systems to facilitate easier integration into the economy and to address challenges in data-constrained fields like robotics and scientific discovery. Smith also highlights the lab's commitment to foundational research before commercialization, aiming to solve significant problems in AI data efficiency. (02:42:48) - Alex Dhillon, founder and CEO of Outtake, a cybersecurity startup, discusses the company's recent $40 million Series B funding led by ICONIQ, with participation from notable investors like Microsoft CEO Satya Nadella and Palo Alto Networks CEO Nikesh Arora. He highlights Outtake's mission to combat the surge in AI-driven impersonation and fraud by providing a unified platform that enables enterprises and government agencies to detect, investigate, and disrupt identity-based threats across digital channels. Dhillon emphasizes the importance of reducing the return on investment for digital criminals by swiftly removing fake content, thereby maintaining high digital trust for institutions. (02:55:24) - Mitchell Angove, founder of Feanix, discusses how his company utilizes whole-genome sequencing and AI to help dairy farmers manage their cows more efficiently. By analyzing genetic and phenotypic data, Feanix's AI models predict a cow's life outcomes with about 90% accuracy, enabling farmers to make informed decisions on breeding and health management. Angove also mentions that Feanix has raised over $5 million in seed funding and is rapidly scaling, currently managing close to half a million cows. (03:01:26) - Gabriel Stengel, CEO and co-founder of Rogo, a generative AI platform for finance professionals, discusses the company's recent $75 million Series C funding led by Sequoia Capital. He explains how Rogo enhances productivity for investment bankers by automating tasks like building PowerPoints and benchmarking comps, allowing them to focus on interpersonal aspects such as negotiation and client relationships. Stengel also highlights the evolution of Rogo's capabilities over the past two years, noting significant improvements in model quality and integration into various financial workflows, including back-office operations. (03:12:26) - Sierra Peterson, co-founder of Voyager Ventures, an early-stage venture capital firm, discusses her extensive 21-year career in energy, including roles at the International Energy Agency and the Obama White House. She highlights Voyager's focus on investing in foundational technologies such as energy, transportation, materials production, and AI, emphasizing the firm's recent $275 million Fund II aimed at advancing these sectors. Peterson also addresses the rapid advancements in electrification and solar energy, underscoring their potential to drive global economic growth and resilience. (03:25:43) - 𝕏 Timeline Reactions TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.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 Peter Steinberger, his first public appearance since launching Clawdbot, recorded live on TBPN. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (03:37) - Clawdbot Rebrands to Moltbot (45:55) - Meta Announces $6B Corning Deal (48:45) - Meta To Test Premium Subscription Plans (56:29) - Ramp's New Super Bowl Ad (59:20) - Timeline Reactions (01:14:30) - Jamie Cuffe, founder and CEO of Pace, an AI operations partner for leading insurers, announced the company's $10 million Series A funding led by Sequoia Capital. He discussed Pace's role in automating back-office operations for major insurers like Prudential and The Mutual Group, focusing on tasks such as new business intake, policy servicing, and claims processing. Cuffe highlighted the company's approach of converting standard operating procedures into natural language instructions for AI agents, enabling efficient and scalable automation of complex insurance workflows. (01:28:57) - Ben Lerer, a native New Yorker, is the co-founder and managing partner of Lerer Hippeau Ventures, an early-stage venture capital firm, and the founder of Thrillist, a digital media company. In the conversation, he reflects on his journey from launching Thrillist during New York's nascent tech scene to navigating the challenges of scaling a media business amid evolving digital landscapes. He emphasizes the importance of staying true to one's passion, the pitfalls of overextending in pursuit of growth, and the value of building niche, community-focused media ventures. (01:58:58) - Lucas Atkins, Chief Technology Officer at Arcee AI, discusses the company's transition from customizing enterprise language models to developing their own, including the release of a 400-billion-parameter model. He highlights the shift in defining "small" language models, now considered to be under 50 billion parameters, and emphasizes the importance of task-driven reinforcement learning in enhancing model performance. Atkins also addresses the competitive landscape, noting the scarcity of U.S.-based open-source models and the need for sovereign AI solutions. (02:12:54) - Bridgit Mendler, an American actress, singer, and entrepreneur, is the CEO and co-founder of Northwood Space, a satellite data startup. In the conversation, she discusses Northwood's recent $100 million Series B funding round and a $49.8 million contract with the Space Force, highlighting the company's rapid growth and its mission to streamline satellite communications by managing the entire ground infrastructure stack. She also emphasizes the importance of vertical integration to address challenges in supply chain, deployment, and regulatory approvals, aiming to accelerate the deployment of diverse and ambitious space missions. (02:28:36) - Jeff Miller, Vice President of Marketing at Anduril Industries, discusses the company's expansion into merchandise, including collaborations with NASCAR and Ohio State University, and the launch of high-demand items like the flight jacket. He introduces the development of a global AI drone racing league, emphasizing autonomy and software innovation, with plans for virtual qualifiers leading to a physical competition in Columbus, Ohio. Additionally, Miller highlights Anduril's strategic growth, mentioning the upcoming Long Beach office to attract engineering talent and a focus on transparent product development to demonstrate scalability and reliability. (02:52:56) - Peter Steinberger, an Austrian software engineer and entrepreneur, is renowned for founding PSPDFKit in 2011, which became the industry standard for PDF frameworks. After selling the company in 2021, he returned to the tech scene in 2025 to develop Clawdbot, an open-source AI assistant designed to run locally on users' devices, integrating with messaging platforms and performing tasks like sending emails and managing calendars. In a recent conversation, Steinberger discussed his journey from retirement back into software development, the creation and rapid adoption of Clawdbot, and his commitment to open-source projects that prioritize user privacy and autonomy. (03:30:40) - Aaron Frank, a Partner at Lightspeed Venture Partners, co-founded Final, Inc., a credit card company acquired by Goldman Sachs, contributing to the development of the Apple Card. In the conversation, he discusses the challenges and opportunities in agentic commerce, emphasizing the need for efficient payment rails to support AI-driven transactions, and explores the role of stablecoins in facilitating global financial transactions. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (00:30) - Clawdbot: AI Enters the Napster Era (31:55) - Timeline Reactions (45:35) - George Kurtz, co-founder and CEO of CrowdStrike, is a prominent figure in cybersecurity and an accomplished endurance racer. In the conversation, he discusses his recent victory at the 24 Hours of Daytona, highlighting the team's perseverance after a challenging start, the strategic approach to endurance racing, and the personal fulfillment he derives from the sport. Kurtz also touches on the importance of physical and mental preparation for such demanding events and shares insights into his journey from cybersecurity entrepreneur to competitive racing driver. (01:01:15) - ChatGPT Ads Breakdown (01:15:00) - Timeline Reactions (01:37:43) - Joseph Lubin, a Canadian-American entrepreneur and technologist, co-founded Ethereum and founded ConsenSys, a blockchain venture studio. In the conversation, he discusses the end of a financial super cycle, the potential of decentralized technologies like Ethereum to reshape the global economy, and the importance of integrating traditional finance with decentralized finance to foster innovation and growth. (02:03:22) - Kurt Terrani, CEO of Standard Nuclear, discusses his company's role in producing advanced nuclear fuels, particularly TRISO fuel, essential for the operation of emerging advanced reactors. He highlights the critical need for a reliable fuel supply to meet the growing energy demands across sectors like defense, space exploration, and AI, emphasizing that reactors cannot function without proper fuel. Terrani also notes the company's strategic location in Oak Ridge, Tennessee, which provides access to a skilled workforce and necessary infrastructure for nuclear fuel fabrication. (02:15:14) - Christian Keil, formerly Vice President of External Relations at Astranis, has transitioned to a new role at Andreessen Horowitz. In his recent conversation, he reflects on his journey from Minnesota to San Francisco, his growth from an individual contributor to a VP at Astranis, and his insights into the evolving satellite internet market, emphasizing the need for multiple companies to build a comprehensive space-based internet infrastructure. He also discusses his plans at Andreessen Horowitz, focusing on aerospace, defense, and energy sectors, and his approach to engaging with founders and exploring new investment opportunities. (02:27:50) - Lan Xuezhao, founder of Basis Set Ventures, discusses the firm's early focus on AI investments since 2017 and the recent raise of a $250 million fourth fund. She highlights the importance of investing in AI infrastructure and applications, emphasizing the need for systems to become more intelligent and human-like. Xuezhao also expresses enthusiasm for advancements like Cloudbot, while acknowledging concerns about security issues, and shares her vision for automating various aspects of the economy to allow humans to engage in more fulfilling activities. (02:40:51) - Victor Riparbelli, CEO and co-founder of Synthesia, a leading AI video generation platform, discusses the company's recent Series E funding round, highlighting significant growth and the high quality of revenue from substantial deployments, including multimillion-dollar contracts with 90% of Fortune 100 companies. He emphasizes the steady and compounding nature of this growth, noting that the majority of Synthesia's use cases involve complex product explanations, both internally and externally, particularly in industries like insurance, pharmaceuticals, and software. Riparbelli also introduces new products at the intersection of agentic experiences and video, such as interactive corporate training videos that engage users in role-playing scenarios to enhance learning and retention. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

Sign up for TBPN’s daily newsletter at TBPN.com (02:08) - What China Actually Imports from the West (11:58) - Sony and TCL Form Alliance (17:08) - 𝕏 Timeline Reactions (21:19) - TikTok Deal (31:41) - Tech Giants Hit by Spying (34:36) - 𝕏 Timeline Reactions (43:02) - Google and Epic Games Settle (46:21) - Crypto Prepares for Quantum Threats (49:20) - 𝕏 Timeline Reactions (01:00:34) - Tuhin Srivastava is the CEO and co-founder of Baseten, an AI inference company that has experienced significant growth, raising $150 million at a $2.15 billion valuation. He discusses the rapid adoption of AI models by enterprises, emphasizing the importance of infrastructure to support scalable and efficient AI applications. Srivastava also highlights the challenges enterprises face in deploying custom models and the role of companies like Baseten in facilitating this transition. (01:17:17) - Bryce Strauss, co-founder of Nominal, discusses the company's partnership with Pratt Miller Motorsports, emphasizing the integration of Nominal's engineering software into the team's race operations. He highlights the challenges of endurance racing, such as managing fuel consumption and data analysis, and explains how Nominal's platform aids in optimizing performance through real-time telemetry and decision-making. Strauss also notes the broader applications of their technology across industries like aerospace and defense, underscoring its versatility in handling complex engineering problems. (01:30:48) - Max Spero, co-founder and CEO of Pangram Labs, discusses the company's mission to detect AI-generated content and its rapid growth since launching a Twitter bot in late 2025. He highlights partnerships with platforms like Quora to maintain content authenticity and addresses challenges posed by AI-generated misinformation, emphasizing the importance of accurate detection tools to preserve the integrity of online information. (01:50:59) - Russ d'Sa, CEO of LiveKit, discusses the company's recent achievement of becoming a unicorn with a $100 million Series C funding round, valuing the company at $1 billion. He attributes this success to the rapid growth of voice AI and LiveKit's pivotal collaboration with OpenAI on ChatGPT's voice mode, which transformed their focus from video conferencing infrastructure to AI. D'sa emphasizes the importance of user experience in voice AI, noting that personal assistants should exhibit human-like empathy, while B2B applications prioritize reliability and efficiency. (02:07:39) - WSJ Mansion Section (02:18:55) - 𝕏 Timeline Reactions TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai Cognition - https://cognition.ai Console - https://console.com CrowdStrike - https://crowdstrike.com ElevenLabs - https://elevenlabs.io Figma - https://figma.com Fin - https://fin.ai Gemini - https://gemini.google.com Graphite - https://graphite.com Gusto - https://gusto.com/tbpn Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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