TBPN

(01:28:55) - Will Brown discusses Meta's recent aggressive recruitment of top AI talent, including former OpenAI researchers, to bolster its AI capabilities. He highlights Meta's strategic investments, such as the $14.3 billion stake in Scale AI, and the formation of the 'Superintelligence' team led by Alexandr Wang, aiming to advance artificial general intelligence (AGI). Brown also touches on the competitive landscape, noting Meta's substantial financial incentives to attract leading AI researchers and the broader implications for the AI industry. (01:59:25) - Will O'Brien, co-founder of Ulysses Ecosystem Engineering, discusses his company's development of autonomous surface and underwater vehicles designed to perform critical ocean tasks, such as seagrass restoration, at a fraction of the traditional cost. He explains how these vehicles can autonomously plant seagrass seeds, significantly accelerating restoration efforts compared to manual methods. O'Brien also highlights the broader applications of their technology, including maritime security and infrastructure projects, emphasizing the need for affordable, scalable solutions to address various challenges in ocean operations. (02:21:13) - Kylie Robison is a senior correspondent at WIRED, covering the business of artificial intelligence; she previously reported for The Verge, Fortune, and Business Insider. In the conversation, she discusses her recent reporting on OpenAI's decision not to release a research paper defining AGI, allegedly due to concerns over its Microsoft partnership, and the tension surrounding Meta's recruitment of OpenAI researchers, including a memo from OpenAI executive Mark Chen accusing Meta of "robbing our home." (02:31:32) - Joshua Meier, a leader in AI-driven drug discovery, discusses Chai Discovery's new foundation model, Chi2, which significantly improves antibody sequence generation, achieving success rates of up to 20%, thereby reducing the need for extensive lab testing. He highlights the potential of Chi2 to expedite drug development and enable the creation of novel therapies, emphasizing the importance of agility in the rapidly evolving biotech landscape. Meier also envisions a future where AI models can design personalized medicines, though he acknowledges the challenges in predicting the pace of technological advancements. (02:40:09) - John Glasgow, CEO and Founder of Campfire, discusses his journey from experiencing the limitations of legacy ERP systems firsthand to founding Campfire, an AI-native ERP platform designed to modernize finance and accounting processes. He highlights the company's recent $35 million Series A funding led by Accel, emphasizing plans to enhance product development and expand market reach. Glasgow also elaborates on Campfire's innovative use of AI to automate tasks, improve financial insights, and streamline operations for businesses of various sizes. (02:51:37) - 02:55:35 Tom Lee, founder of Fundstrat and Chief Investment Officer of Fundstrat Capital, has been appointed Chairman of BitMine Immersion Technologies. In this role, he discusses BitMine's $250 million private placement aimed at adopting Ethereum (ETH) as its primary treasury reserve asset, highlighting the strategic importance of Ethereum's ecosystem, particularly in relation to the growth of stablecoins. Lee emphasizes that this move positions BitMine to leverage Ethereum's protocol-level activities, such as staking and decentralized finance mechanisms, to enhance the company's treasury operations. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnFollow 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

(00:03) - Tesla Robotaxi (08:55) - The Social Network 2 In Development (13:05) - Yacine (Former Software Engineer at X) (41:47) - Iran Launches Attack on US Base in Qatar (45:28) - Mike Gallagher (Palantir) (01:16:24) - Hims & Hers Stock Crash (01:26:55) - Crémieux (Writer) (01:43:51) - Potential Shell-BP Deal Shakes Markets (02:00:22) - FedEx Founder Dies at 80 (02:10:41) - Mr. Beast's AI Tool Drama (02:17:26) - DJ Seo (Neuralink Co-founder) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFin - https://fin.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(04:10) - S&P 500 at Historic Highs (07:36) - Timeline (14:10) - Paris Hilton Buys Mark Wahlberg's Mega Mansion After Losing Malibu Home (17:15) - Mr. Beast Backs Down After AI Thumbnail Drama (26:45) - DJ Seo, a founding member and implant engineer at Neuralink, discusses the company's progress in developing brain-computer interfaces, highlighting that their technology has already positively impacted seven human participants. He outlines the next milestones, including scaling the technology to thousands, eventually millions, of users and expanding functionalities beyond movement to speech, vision, and inner thoughts. Additionally, he emphasizes Neuralink's ultimate goal of understanding and unlocking the mysteries of the human mind. (01:01:06) - Tejpaul Bhatia, CEO of Axiom Space, brings over 25 years of experience in startups and strategic leadership, including roles at Google and as a founder of three investor-backed startups. In the conversation, he discusses Axiom's plans to build the world's first commercial space station, the potential of orbital data centers, and the commercialization of microgravity research and manufacturing. He emphasizes the importance of reducing costs and increasing accessibility to space, drawing parallels to the evolution of cloud computing and its impact on startups. (01:28:02) - Tomasz Tunguz, founder and general partner of Theory Ventures, discusses his firm's focus on concentrated investments in early-stage AI and blockchain companies, emphasizing a thesis-driven approach to identify technological discontinuities that provide go-to-market advantages. He highlights the importance of building a venture firm that thrives in varying capital market environments by maintaining a small portfolio and dedicating significant resources to support each company through market fluctuations. Additionally, Tunguz explores the evolving landscape of AI, noting the shift from structured to unstructured data and the potential for AI to transform industries by automating tasks and enhancing productivity. (02:02:18) - Kendrick Nguyen, co-founder and CEO of Republic, a platform democratizing private investments, discusses the launch of a token providing performance benchmarked to SpaceX. This initiative aims to fractionalize assets, allowing everyday investors to gain exposure to companies like SpaceX without direct ownership. Nguyen emphasizes that this financial product is an obligation of Republic, ensuring investors receive comparable economic returns upon a liquidity event, while acknowledging potential controversies and the evolving legal framework surrounding such innovations. (02:15:24) - Kirsten Green, founder and managing partner of Forerunner Ventures, discusses the rapid evolution of consumer AI, emphasizing the importance of building products that resonate with users amidst the swift advancements in technology. She highlights the necessity for startups to carve out unique spaces that large companies may overlook, focusing on specialized areas requiring dedicated attention and expertise. Green also underscores the significance of being first to market, noting that early movers can establish strong positions by leveraging new technologies to create compelling consumer experiences. (02:42:35) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:28) - The Social Network 2 Sneak Peak (06:27) - Meta Poaches OpenAI Researchers (29:28) - Murati's Plans to Take on OpenAI (31:18) - Pippa Lamb is a partner at Sweet Capital, an early-stage tech fund established by the founders of King.com following their $5.9 billion sale to Activision Blizzard in 2015. In the conversation, she discusses the recent increase in European defense spending, highlighting the UK's commitment to allocate up to 5% of its GDP to defense by 2035, and the potential opportunities this presents for both established defense companies and emerging startups in the sector. (01:00:34) - Timeline (01:10:07) - Dan Shipper, co-founder of Every, a writer-focused media company, discusses the public launch of Quora, an AI-powered email assistant designed to streamline email management by filtering messages, drafting responses, and providing concise summaries. Priced at $15 per month, Quora aims to reduce the time users spend on email by automating routine tasks and prioritizing important communications. Shipper emphasizes the challenges incumbents face in integrating AI into existing platforms and highlights the advantages startups have in leveraging new technologies to innovate user experiences. (01:23:45) - Eliano Younes, Palantir's Strategic Engagement Lead, discusses the successful relaunch of the company's merchandise store, emphasizing its commitment to American manufacturing and the overwhelming demand that led to rapid sellouts. He highlights the store's evolution, noting the shift to U.S.-made products and plans for unique, limited-edition items. Younes also mentions the significant traffic from international markets like South Korea and the store's role in strengthening the Palantir community. (01:32:19) - Mike Gallagher, Head of Defense at Palantir Technologies, discusses his transition from military service and Congress to the private sector, emphasizing his commitment to national security and preventing global conflicts. He highlights Palantir's partnership with The Nuclear Company to develop an AI-driven Nuclear Operating System (NOS) aimed at streamlining nuclear reactor construction, reducing costs, and enhancing energy security. Gallagher underscores the strategic importance of this collaboration in maintaining U.S. leadership in nuclear technology amid global competition.

(02:31) - Timeline (02:35) - Mamdani Timeline Reactions (41:43) - Shell in Talks to Aquire Rival BP (55:29) - David Senra is the creator and host of the "Founders" podcast, where he delves into the lives and careers of history's most influential entrepreneurs. Each week, he reads a biography of a notable founder and extracts lessons that listeners can apply to their own ventures. Senra's passion for reading and entrepreneurship has led him to consume over 300 books on the subject, which he discusses in his episodes. In addition to his podcast, Senra has been featured in various interviews and discussions, sharing insights on topics like the importance of storytelling in communication, the value of authenticity in podcasting, and the significance of learning from historical figures. He emphasizes the power of distilling complex concepts into clear ideas and believes in the importance of practice and repetition to enhance clarity of thought and speech. Senra's work has garnered attention for its depth and dedication to understanding the minds of successful entrepreneurs, making his podcast a valuable resource for those interested in business and leadership. (01:23:29) - Yancey Strickler, co-founder and former CEO of Kickstarter, began his career as a music journalist before pioneering the crowdfunding platform that has raised over $4 billion for creative projects. In the conversation, he reflects on Kickstarter's early days, highlighting musician Allison Weiss's 2009 campaign as a pivotal moment that shaped modern crowdfunding practices. Strickler also discusses the evolution of the internet and the creator economy, emphasizing the shift towards creators having greater control over production and distribution, and the challenges and opportunities this presents. (01:56:00) - Joe Weisenthal is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg's digital brands, co-anchors the television show "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses the recent political landscape in New York City, focusing on Zoran Mamdani's mayoral victory, the role of prediction markets in gauging political outcomes, and the potential impact of autonomous vehicles on urban planning. (02:27:53) - Alex Atallah, co-founder of OpenSea, now leads OpenRouter, a platform that optimizes language model usage by routing traffic to the best GPU hosts based on user preferences. In the conversation, he discusses OpenRouter's role as a control plane for language models, enabling users to access various models with optimal performance and uptime. He also highlights the challenges in the AI landscape, such as the fragmentation of model availability across different cloud providers, and emphasizes OpenRouter's efforts to streamline access to these models. (02:40:15) - Michael Moriarty, co-founder of Orca, an energy water company, discusses the challenges and successes of launching their product, emphasizing the innovative clear can packaging that differentiates them in the market. He highlights the difficulties faced in manufacturing the clear cans, which took two years and multiple factories to perfect, as well as the viral marketing strategies employed, such as a nine-minute launch video featuring Corbin Bleu listing road signs. Moriarty also touches on their rapid growth since launching on Amazon in March, the ongoing fundraising efforts, and plans for retail expansion in Southern California. (02:48:22) - Timeline (02:52:21) - NVIDIA Launches Cloud AI Playground (02:54:16) - Nikunj Kothari, a seasoned entrepreneur and investor, has spent over a decade building startups across various sectors, including logistics, networking hardware, and real estate. He recently joined FPV Ventures, a generalist venture capital fund co-founded by Wesley Chan and Pegah Ebrahimi, which closed a $525 million fund focusing on diverse industries from biotech to consumer fintech. In the conversation, Kothari discusses the shift of value to the application layer as large AI models stabilize, emphasizing the importance of unique data and efficiency in building impactful AI applications. (03:10:47) - Alex Kehr, CEO of Superlocal, discusses the development of Superlocal—a personalized map application that automatically logs users' locations to provide tailored recommendations—and its recent acquisition by Foursquare. He explains that Superlocal combines features reminiscent of Google Maps and Foursquare, offering automatic place mapping, check-ins, and persona building based on user preferences. Kehr expresses enthusiasm for the acquisition, noting that it allows Superlocal to continue its operations without the constant concern of financial instability. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.

(04:30) - Anthropic Clears Legal Hurdle on AI Data (11:32) - All-In Launches Ultra Premium Tequila (30:45) - Timeline (45:17) - Hims & Hers Stock Drops Over 30% (56:09) - Ford is Scrambling For Rare-Earth Minerals (01:03:01) - Fedex Founder Fred Smith Dies at 80 (01:15:37) - Cremieux discusses the expanding applications of GLP-1 medications, highlighting their effectiveness in treating conditions beyond diabetes and weight loss, such as sleep apnea and certain cancers. He expresses concern over the misuse of these drugs, particularly among individuals without medical necessity, and notes the ease of obtaining them through unofficial channels. Additionally, he comments on the implications of the Hims and Novo Nordisk partnership dissolution, suggesting potential issues with drug distribution practices. (01:32:47) - Clément Delangue, CEO and co-founder of Hugging Face, an open-source AI platform, discusses the company's origins, including the choice of the "Hugging Face" emoji as its name, and its evolution from an AI chatbot to a leading platform with over 10 million AI builders. He highlights the importance of democratizing AI development to prevent the concentration of power among a few organizations, emphasizing the need for open-source collaboration to foster innovation and ethical practices. Delangue also addresses the challenges in AI, such as the scarcity of talent and resources, and advocates for a more decentralized approach to AI development to ensure broader accessibility and mitigate risks associated with monopolization. (02:04:02) - Emmett Shear, an American entrepreneur and investor, co-founded Justin.tv and its gaming-focused spin-off, Twitch, where he served as CEO until March 2023. In the conversation, Shear discusses his new AI startup, Softmax, which aims to discover principles of alignment and scale them for humanity, focusing on multi-agent reinforcement learning research to understand how agents interact and learn within complex systems. (02:36:52) - Brendan Foody, CEO of Mercor, discusses the company's rapid growth, noting collaborations with six of the "Mag Seven" tech giants and a 45% month-over-month growth over the past year. He highlights the increasing complexity in AI training, emphasizing the need for professionals like consultants, doctors, and lawyers to evaluate and teach models tasks beyond academic domains. Additionally, he addresses the challenges in AI's ability to perform basic tasks, such as booking flights, underscoring the importance of developing effective evaluation methods to measure and enhance model capabilities. (02:44:08) - Sam Schwager, co-founder and CEO of Super Dial, a voice AI company specializing in automating phone calls for healthcare, discusses the company's transition from Superbill to Super Dial, focusing on revenue cycle management (RCM) and the automation of outbound calls to health insurance companies. He announces the successful completion of a $15 million Series A funding round led by Signal Fire and elaborates on the company's strategic approach to integrating various technologies, including text-to-speech, speech-to-text, and large language models, to enhance their services. Additionally, he highlights the importance of perfecting workflow and integration, emphasizing the need for domain-specific context to ensure the effectiveness of their voice AI agents in handling repetitive transactions within the healthcare sector. (02:49:24) - Zach Lloyd, founder and CEO of Warp, discusses the launch of Warp 2.0, an AI-driven development environment that enables developers to prompt a terminal-like interface to run coding agents capable of tasks such as coding and debugging. He envisions a shift in software development workflows where engineers initiate tasks with prompts, allowing multiple agents to handle various development activities simultaneously, thereby enhancing productivity. Lloyd also emphasizes the importance of a competitive landscape among AI model providers to ensure better quality and pricing, expressing a preference for using the best available models, such as those from Anthropic, to deliver optimal user experiences. (02:58:44) - Dara Ladjevardian, co-founder and CEO of Delphi, discusses the company's recent $16 million Series A funding led by Sequoia, aimed at expanding their digital cloning platform that enables individuals to create interactive digital versions of themselves to scale their expertise. He highlights diverse applications, including coaches scaling client practices, authors making books interactive, and CEOs enhancing internal communication. Ladjevardian also addresses monetization strategies, noting that some users have generated multiple seven-figure revenues, and emphasizes the importance of trust and quality in representing users' data and likeness accurately. (03:16:12) - Amjad Masad, CEO and co-founder of Replit, discusses the company's journey from its inception as an open-source project in 2011 to achieving

(01:33) - Live From the backseat of a robotaxi w/ Farzad Mesbahi (07:58) - Timeline (10:53) - Telsa rolls out Robotaxis in Texas (16:30) - Iran launches attacks on U.S. base in Qatar (20:27) - OpenAI pulls promotional material around Jony Ive (32:03) - Timeline (56:38) - Sebastian Siemiatkowski, born in 1981 to Polish immigrants in Sweden, is the co-founder and CEO of Klarna, a leading fintech company known for its "buy now, pay later" services. In the conversation, he discusses his early entrepreneurial influences, including Richard Branson and Ingvar Kamprad, and his journey from working at Burger King to founding Klarna at age 23. He also highlights Klarna's growth to over 100 million users and $100 billion in annual payment volume, the company's strategic expansion into the U.S. market, and the impact of AI on white-collar jobs and business operations. (01:25:32) - Jon Chu, a Partner at Khosla Ventures with a background in machine learning and engineering leadership, discusses Meta's strategic moves in AI, emphasizing the company's commitment to securing top talent and its willingness to invest heavily to remain competitive. He highlights Meta's strengths as a fast follower and its readiness to take significant bets, noting that even a second-place position in the AI market could yield substantial returns. Chu also touches on Meta's potential to integrate AI across its product suite, from chat applications to ad optimization, underscoring the company's focus on leveraging AI to enhance user engagement and revenue. (01:51:25) - Tom Mueller, a founding member of SpaceX and the CEO of Impulse Space, discusses the future of humanoid robotics, expressing optimism that their capabilities will advance more rapidly than some predictions suggest. He highlights the potential impact of humanoid robots on manufacturing and space exploration, emphasizing their role in reducing costs and risks associated with human space travel. Mueller also shares his vision for Impulse Space, focusing on enhancing in-space transportation to facilitate access to higher orbits and support missions to the Moon, Mars, and beyond. (01:51:25) - Eric Romo is the President & Chief Operating Officer at Impulse Space, the in‑space transportation company founded by Tom Mueller. He began his career as one of the earliest propulsion engineering hires at SpaceX and later founded startups in the solar energy and virtual reality sectors. Romo also served as a Director at Facebook Reality Labs. He holds both a Master’s in Mechanical Engineering and an MBA from Stanford University. (02:08:58) - Derek Thompson is an American journalist and author, known for his work as a staff writer at *The Atlantic* and as the host of the podcast *Plain English*. He has authored several books, including the national bestseller *Hit Makers* and the #1 *New York Times* bestseller *Abundance*, co-authored with Ezra Klein. In the conversation, Thompson discusses his decision to leave *The Atlantic* after 17 years to pursue independent ventures, emphasizing his desire for new challenges and the freedom to explore diverse topics. He reflects on the success of his book *Abundance* and the strategic timing of his departure, noting that the book's reception provided a unique opportunity to engage with a broader audience. Thompson also shares insights into the book's promotional strategy, highlighting the effectiveness of television appearances in driving sales and the importance of creating engaging content that sparks public discourse. (02:43:19) - Alex Robinson, co-founder and CEO of Juniper Square, a leading investment management software company for private markets, discusses the company's recent $130 million Series D funding round and the launch of their AI product, Juni AI. He highlights Juniper Square's growth to approximately 2,500 customers managing around $1 trillion in assets, and addresses challenges faced during market downturns, including necessary layoffs and strategic pivots. Robinson also emphasizes the importance of integrating generative AI with deterministic tools to ensure accuracy in financial reporting, underscoring the company's commitment to innovation and efficiency in fund administration. (02:52:43) - Jesse Zhang, co-founder and CEO of Decagon, discusses his company's AI-powered customer service agents that handle tasks like booking hotel rooms and managing loyalty points, aiming to enhance efficiency and customer experience. He highlights the advantages of large language models (LLMs) in managing complex customer interactions, moving beyond traditional chatbots to provide nuanced, personalized support. Zhang also emphasizes the evolving role of human agents, who are transitioning to higher-level positions such as managing and overseeing AI agents, rather than handling routine tasks. (03:00:43) - Yacine Co9z5oe, founder of Dingboard and co-host of the "John and Jordy" podcast, discusses his recent experiences at X (formerly Twitter), where he

(00:00) - Intro (00:03) - Elon Musk's Starship Explodes (02:37) - Meta x Oakley (03:56) - OpenAI Wins Defense Contract (04:44) - Meta Puts Ads on WhatsApp (05:33) - Intern Tests Cluely (18:44) - Roy Lee (Cluely) (33:54) - Lakers Sold for $10 Billion (39:40) - Surge AI Beats Scale AI (51:24) - Spotify CEO Invests in Drones (55:41) - Katie Haun (Haun Ventures) (01:14:47) - Justine Moore (a16z) (01:39:44) - Nvidia Drops Humanoid Robots (01:45:09) - George Hotz (comma.ai) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(07:13) - $45M Modern Hacienda in the Wild (18:11) - Timeline (33:42) - Intern Tests Cluely Live (01:22:29) - Steven Sinofsky, a former Microsoft executive, led the development of Windows 7 and 8 before joining Andreessen Horowitz as a board partner. In the conversation, he reflects on his career at Microsoft, discusses the impact of antitrust regulations on the company, and shares insights on the evolution of technology, including the rise of AI and its parallels to the internet boom of the 1990s. He also comments on Apple's recent developments, the challenges of recruiting AI talent, and the complexities of regulatory competition among global authorities. (01:59:48) - Anupam Singh, Vice President of AI and Growth Engineering at Roblox, discusses the company's use of artificial intelligence to enhance user experiences. He highlights the implementation of automated chat filters and real-time text translation to promote inclusivity and safety, as well as the development of coding assistants powered by generative AI to streamline content creation for developers. (02:30:24) - Miles Moen, CEO of Dash Fuel, a vertical SaaS company specializing in downstream oil and gas logistics, discusses the company's role in optimizing fuel delivery from producers to end consumers like gas stations and airports. He highlights the industry's reliance on outdated, paper-based systems and explains how Dash Fuel aims to modernize these processes by eliminating duplicate data entry and enhancing profit margins through dynamic optimization of fuel sourcing. Moen also addresses the impact of recent Middle East conflicts on fuel price volatility, noting significant overnight price jumps and the industry's cautious approach to potential supply disruptions. (02:42:26) - Alexander Sen, founder and CEO of Meridian, a next-generation CRM platform for private equity firms, discusses his transition from nearly a decade in private equity at firms like Blackstone, Thoma Bravo, and CVC . He highlights the inefficiencies of outdated CRMs in the industry and explains how Meridian integrates AI to streamline deal sourcing and decision-making processes. (02:53:04) - Bryan Kim, a partner at Andreessen Horowitz specializing in consumer and AI investments, discusses the firm's recent $15 million investment in Clulee, highlighting the company's strong distribution capabilities, innovative product that enhances user interactions through quick information access, and effective conversion of attention into revenue. (03:03:54) - Roy Lee, founder of Cluli, discusses the company's recent $15 million fundraising, emphasizing plans to invest heavily in brain-computer interface development and expand their content creation capabilities. He highlights the importance of viral marketing and the potential of desktop assistants, expressing a vision to revolutionize technology and compete with industry leaders. Lee also shares his ambition to significantly impact the world through innovative products and widespread recognition. (03:20:13) - Dave Fontenot, founder of HF0, a 12-week residency program for repeat founders, shares his journey from creating the world's largest student hackathon, MHacks, to establishing HF0, which combines elements of a monastery and a hackathon to foster deep focus and productivity. He discusses the program's evolution, including its inception in New York, relocation to Taiwan during the COVID-19 pandemic, and eventual establishment in San Francisco, highlighting the program's success in helping founders achieve significant milestones, such as reaching $3 million in annual recurring revenue by demo day. Fontenot emphasizes the importance of subtracting distractions to allow founders to concentrate on building their life's work, underscoring HF0's commitment to providing a supportive, distraction-free environment for technical founders. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(04:10) - Meta Eyes Nat Friedman & Daniel Gross for AI Push (37:47) - Lakers Sold to Mark Walter (43:39) - Surge Hits $1B+ in Capital Without Outside Revenue (56:20) - Mike Knoop, co-founder of Zapier and CEO of Ndea, discusses the evolving landscape of AI reasoning models, highlighting the trade-offs between accuracy and efficiency among leading systems like OpenAI's o3 and DeepSeek's R1. He emphasizes the importance of considering both cost and performance when evaluating AI models, noting that no single model currently dominates across all metrics. Knoop also underscores the need for innovative approaches, such as program synthesis, to advance toward artificial general intelligence. (01:20:23) - David Cahn, a Partner at Sequoia Capital, previously served as General Partner and COO of Venture at Coatue Management, where he led investments in companies like Hugging Face and Runway. In the transcript, he discusses the substantial investments in AI talent by major tech companies, emphasizing the human dynamics and strategic decisions driving these developments. He also explores the competitive landscape, the significance of data centers, and the economic implications of AI advancements. (01:37:55) - Walden Yan, Chief Product Officer and co-founder, discusses the integration of AI models in product development, emphasizing the importance of balancing model intelligence with user experience. He highlights the challenges of managing trade-offs between model responsiveness and accuracy, advocating for systems that abstract model complexity to enhance usability. Yan also addresses the evolving role of AI in software engineering, noting the potential for AI to autonomously perform tasks like coding and debugging, thereby transforming traditional workflows. (01:57:41) - Eoghan McCabe, co-founder and CEO of Intercom, discusses revitalizing his 15-year-old SaaS business by returning to core fundamentals like customer-centric pricing and simplifying the sales process, leading to a tenfold increase in growth over eight quarters. He emphasizes the importance of maintaining high energy and passion from leadership to prevent stagnation, noting that AI innovations have reinvigorated both him and the company. McCabe also highlights the challenges of scaling a company, stressing the need for agility and the willingness to embrace chaos by empowering young, dynamic individuals in leadership roles. (02:16:00) - Jeff Weinstein, a product lead at Stripe, discusses the company's initiatives to integrate AI into commerce, emphasizing the development of agentic commerce where AI agents facilitate seamless transactions. He highlights collaborations with companies like Perplexity and IP Camp to enhance e-commerce experiences and mentions the introduction of Stripe's order intents API, enabling agents to execute purchases on behalf of users. Weinstein also addresses the evolving role of payment methods, including stablecoins, in agentic commerce and underscores the importance of permissioned, secure transactions in this new landscape. (02:32:00) - Garrett Lord, co-founder and CEO of Handshake, discusses the company's evolution from addressing his personal challenges in securing internships at Michigan Tech to becoming the leading early-career network in the U.S., connecting 18 million students and young professionals with a million employers. He highlights Handshake's role in supplying experts to frontier AI labs, emphasizing the demand for specialized data from PhDs and master's students to enhance AI models. Lord also outlines plans to leverage AI in automating recruiting processes and envisions a future where participants can showcase their skills through contributions to AI development, thereby enhancing their professional profiles. (02:44:44) - Tanay Tandon, CEO of Commure, discusses the merger of Athelas and Commure, highlighting their combined efforts to transform healthcare through AI-powered solutions. He emphasizes the importance of automating administrative tasks to improve efficiency and patient care, and outlines the company's strategy to expand its product offerings and customer base. Tandon also shares his vision for the future of healthcare, aiming to eliminate inefficiencies and enhance the overall patient experience. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:20) - Timeline (27:07) - History of Warner Bros Discovery (01:14:16) - David Senra, host of the "Founders" podcast, is renowned for his in-depth explorations of entrepreneurial biographies, offering insights into the lives and strategies of history's greatest business leaders. In this conversation, he delves into the career of music industry titan Jimmy Iovine, highlighting Iovine's relentless drive, exceptional talent recognition, and innovative marketing strategies that propelled artists like Dr. Dre and Eminem to global fame. Senra emphasizes Iovine's unwavering commitment to excellence and his ability to harness controversy as a tool for business success. (01:47:46) - Katie Haun, founder and CEO of Haun Ventures and former federal prosecutor, discusses the recent bipartisan passage of the GENIUS Act in the U.S. Senate, which establishes a regulatory framework for stablecoins. She emphasizes the importance of also advancing the market structure bill to provide comprehensive regulatory clarity for the crypto industry, highlighting the need to address questions surrounding securities and commodities classifications. Haun advocates for pursuing both legislative measures simultaneously to foster innovation and protect consumers in the evolving digital asset landscape. (02:06:49) - Justine Moore, an Investment Partner at Andreessen Horowitz, focuses on AI companies within the consumer sector. In the conversation, she discusses the rapid advancements in AI video models, highlighting the emergence of foundation model companies like VO3 and Cling, as well as multimodal apps such as Crea and Flora, which enable creators to generate videos using various AI models. She also explores the integration of speech and talking avatars in AI-generated videos, noting the development of tools that create talking avatars from images and those that apply lip-syncing to existing videos. (02:31:39) - Anish Agarwal, co-founder and CEO of Traversal, discusses the development of an AI-powered site reliability engineer to automate troubleshooting in complex software systems. He highlights the limitations of current observability tools, which require manual analysis, and emphasizes the need for AI agents to manage increasing system complexities. Agarwal also notes the challenges in hiring skilled site reliability engineers and the potential of AI to alleviate this shortage. (02:39:52) - John Lee, CEO of Safire Technology Group, discusses his background in defense contracting and his company's focus on accelerating electrification within the defense sector. He highlights challenges in military electrification, such as supply chain shortages and the need for advanced, interoperable battery systems, and introduces Safire's development of a tactical electric dirt bike designed for military use. Lee also emphasizes the importance of integrating safety into battery design, referencing Safire's patented SAFIRE technology, a shear thickening electrolyte that prevents fires upon impact, enhancing battery safety and performance. (02:59:39) - Connor Zwick, co-founder of Speak Language Learning Program, discusses the company's mission to create an AI-powered language tutor that offers personalized, on-demand instruction. He shares their strategic focus on the South Korean market, noting the country's significant investment in English education and the prevalence of English learning academies. Zwick also addresses the potential impact of real-time AI translation technologies, expressing confidence that the desire for genuine human connection and the aspiration to learn languages will continue to drive demand for language learning solutions. (02:59:39) - Trey Holterman, CEO and co-founder of Tennr, a New York-based company specializing in automating healthcare document processing, discusses how Tennr addresses the inefficiencies in patient referrals caused by reliance on e-fax documentation. He explains that over 90% of patient visits originate via e-fax, leading to delays and lost revenue due to incomplete documentation. By automating the processing of these documents, Tennr ensures timely patient contact and complete records, thereby improving patient care and provider revenue. (03:09:26) - James Cadwallader, co-founder and CEO of Profound, discusses the company's recent $3.5 million seed funding led by Kleiner Perkins, with participation from Khosla Ventures, Nvidia Ventures, and others. He highlights the shift from traditional search to AI-driven platforms like ChatGPT, emphasizing the need for brands to manage their visibility in AI-generated responses. Cadwallader also notes that Profound's platform has attracted clients such as MongoDB, Indeed, and DocuSign, underscoring its growing influence in the evolving digital marketing landscape. (03:17:38) - Ayush Sharma, founder and CEO of Warp, a modern payroll and compliance platform for startups, discusses how Warp automates payroll processes, including tax compliance and employee benefits,

(00:30) - Timeline (14:02) - Eric Glyman is the co-founder and CEO of Ramp, a financial technology company offering corporate charge cards and expense management solutions. In the conversation, he discusses Ramp's rapid growth, highlighting that the company has reached a $16 billion valuation and serves over 40,000 businesses. Glyman emphasizes the integration of AI into Ramp's products to automate tasks like expense reporting and bill payments, aiming to save businesses time and money. (29:42) - Timeline (58:31) - George Hotz, also known as "geohot," is an American software engineer and hacker renowned for unlocking the iPhone and reverse-engineering the PlayStation 3. In the conversation, Hotz critiques the use of buzzwords like AGI, emphasizing the need for concrete discussions, and expresses skepticism about the practicality of humanoid robots, advocating instead for simpler, task-specific robotic solutions. He also highlights the challenges in achieving fully autonomous vehicles, noting the current reliance on human intervention in systems like Waymo. (01:33:44) - Joseph Torigian, an associate professor at American University's School of International Service and a research fellow at Stanford's Hoover Institution, specializes in the politics of authoritarian regimes, focusing on elite power struggles and civil-military relations in China and Russia. In his discussion, he explores the life of Xi Zhongxun, father of Xi Jinping, highlighting his unwavering devotion to the Chinese Communist Party despite personal persecutions, and examines the Party's strategies in managing ethnic minorities and its approach to corruption as a means of maintaining control. (02:00:52) - Paul Klein, co-founder of Browserbase, discusses the company's recent preemptive funding round led by Glenn Solomon from Notable Capital, with participation from CRV and Kleiner Perkins, highlighting the strong board composition. He introduces "Director AI," a tool enabling developers to automate web tasks by generating repeatable scripts for actions like form submissions and data retrieval. Klein also addresses the future of AI-driven web interactions, emphasizing the importance of on-device automation for consumer applications and the role of Browserbase in facilitating B2B use cases through browser-based solutions. (02:14:35) - Alex Kantrowitz is an independent journalist and founder of Big Technology, a newsletter and podcast focusing on major tech companies. In the conversation, he discusses the evolving roles of journalists and analysts in the tech industry, emphasizing the blurring lines between reporting, analysis, and opinion. He also shares insights on Apple's recent developments in AI, highlighting the challenges of integrating AI into products while maintaining high quality standards. (02:44:13) - Saquon Barkley, a standout running back for the Philadelphia Eagles, emphasizes the importance of surrounding himself with trustworthy individuals to navigate investment opportunities, acknowledging the challenges athletes face with numerous proposals and limited financial education. He credits his manager's discernment in declining most offers, except those from trusted contacts like Zach Franklin, highlighting the value of building relationships with knowledgeable and successful people to make informed decisions. (03:00:54) - Ryan Daniels, co-founder of Crosby, discusses his journey from addressing contract inefficiencies to establishing a tech-enabled law firm that integrates AI to expedite contract reviews. He highlights the firm's focus on automating routine legal tasks while maintaining human oversight for complex matters, aiming to enhance efficiency and reduce costs for fast-growing businesses. Daniels also envisions a future where AI agents negotiate contracts on behalf of clients, significantly accelerating the negotiation process. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(04:18) - Timeline Reactions (27:43) - John Jumper, an American computational biologist and senior staff research scientist at DeepMind, is renowned for leading the development of AlphaFold, an AI system that predicts protein structures from amino acid sequences. In the conversation, he discusses how AlphaFold has revolutionized the field by transforming a process that traditionally took years and significant resources into one that can be completed in minutes, thereby accelerating scientific research and applications in drug development and understanding biological processes. He also highlights the challenges faced during AlphaFold's development, including initial misconceptions about the problem's nature and the necessity of adopting a data-driven, supervised learning approach to achieve success. (01:00:07) - Christian Garrett, a partner at 137 Ventures, discussed the challenges facing $1 to $10 billion horizontal software companies, noting their vulnerability to commoditization and the impact of AI on growth. He emphasized the importance of sustainable competitive advantages and multi-product strategies for long-term success. Garrett also highlighted the trend of high-growth private companies remaining private longer, creating a new category of semi-liquid assets with significant implications for venture capital and liquidity dynamics. (01:34:06) - Aaron Frank, a Venture Partner at Lightspeed Venture Partners, co-founded Final, Inc., a credit card company acquired by Goldman Sachs in 2018, which became the foundation for the Apple Card. In the conversation, he discusses the evolution of fintech, highlighting the challenges of building financial products, the impact of stablecoins on the financial system, and the role of AI in enhancing fintech services. (02:02:50) - Joseph Cass, Senior Director of Market Outreach for EMEA at S&P Global Ratings, discusses his role in engaging with major buy-side investors and how he initiated the "Leaders" podcast to facilitate conversations with senior figures in finance. He shares experiences from interviews with notable financiers like Ken Griffin and Ray Dalio, highlighting their insights and personal stories. Additionally, Cass touches on the evolving focus of investors from ESG considerations to broader sustainability topics. (02:19:29) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:47) - Joshua Steinman, founder of Galvanick, discusses the recent Israeli airstrikes on Iran's nuclear and military facilities, highlighting the precision of modern targeting technologies and the deployment of next-generation asymmetric capabilities. He notes the significant impact on Iran's military leadership and infrastructure, emphasizing the strategic implications of such operations. Steinman also reflects on the historical context of Iran-Israel relations, tracing the shift from pre-1979 alliances to the current adversarial stance, and underscores the potential for further escalation given Iran's history of targeting U.S. interests and the presence of Iranian assets capable of asymmetric attacks. (55:51) - Bernt Bornich, CEO of 1X Technologies, discusses his lifelong passion for robotics, leading to the development of NEO, a humanoid robot designed to safely and affordably assist with everyday tasks in home environments. He emphasizes the importance of deploying robots in diverse, real-world settings to gather the necessary data for creating truly intelligent machines, highlighting that the variability of home environments provides the rich data needed for advanced AI learning. Bornich also addresses the challenges of scaling humanoid robot production, noting that while 1X has vertically integrated its manufacturing to maintain flexibility, sourcing materials like copper and aluminum in the U.S. presents logistical and cost challenges compared to China. (01:12:19) - John Doyle, founder and CEO of Cape, a privacy-first mobile network, discusses the critical vulnerabilities in global cellular networks, emphasizing their complete lack of security and the ease with which malicious actors can exploit them. He highlights the strategic decisions by China to infiltrate global telecom infrastructure through subsidized Huawei equipment, contrasting it with U.S. carriers' outsourcing practices that have led to significant security gaps. Doyle explains that Cape addresses these issues by owning all the software that runs the network, allowing for enhanced security without the need to build physical infrastructure. (01:25:54) - Emily Sundberg is a New York-based writer and director, best known for her daily business and internet culture newsletter, "Feed Me." In the conversation, she discusses her experience at Apple's WWDC, noting the enthusiasm of developers for the announced updates, and highlights the evolving fashion trends among attendees. She also shares insights into the competitive landscape of Substack, emphasizing the importance of quality content and active reader engagement for success. (01:47:01) - Lennart Heim, a researcher at the Centre for the Governance of AI, focuses on the role of computational resources in AI development and governance. He discusses the impact of China's DeepSeek model on the AI landscape, highlighting its open-source nature and cost-effectiveness, which have raised concerns about potential biases and security risks in widely accessible models. Heim also emphasizes the importance of compute governance in AI regulation, suggesting that controlling access to advanced computational resources could serve as a mechanism to enforce safety standards and prevent misuse of powerful AI systems. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(41:42) - Delian Asparouhov, a Bulgarian entrepreneur and investor, is a partner at Founders Fund and co-founder of Varda Space Industries, focusing on in-space manufacturing. In the conversation, he discusses the critical role of effective pilot communication in preventing aviation accidents, highlighting that miscommunication has been a significant factor in crashes over the past decades. He emphasizes the need for practical training scenarios that encourage co-pilots to assertively address safety concerns, advocating for role-playing exercises to improve cockpit communication and enhance overall flight safety. (59:30) - Saif Khawaja, founder and CEO of Shinkei Systems, discusses his journey from a solo founder to leading a company that recently secured a $22 million Series A funding round co-led by Founders Fund and Lagos Capital. He explains how Shinkei's robotic system, Poseidon, utilizes machine learning and traditional Japanese fish harvesting techniques to enhance fish quality and sustainability, offering fishermen the machines for free and purchasing the processed fish at a premium. Khawaja also highlights the company's rapid growth, including expanding distribution to major U.S. cities and supplying over 40 Michelin-starred restaurants. (01:14:39) - Henri Stern, co-founder of Privy, discusses the company's mission to simplify user onboarding and wallet management in Web3 applications by providing developers with tools for seamless integration. He highlights Privy's role in enabling diverse platforms—from neobanks to trading platforms—to offer embedded wallets, enhancing user experience and accessibility. Stern also emphasizes the growing interest from major fintech companies in integrating stablecoins and crypto functionalities, underscoring the accelerating convergence of traditional finance and cryptocurrency. (01:28:32) - Chris Paik, a venture capitalist and author of "The End of Software," discusses how advancements in large language models (LLMs) are dramatically reducing the cost of software development by automating code generation, thereby challenging traditional software business models. He draws parallels to the media industry's transformation, where user-generated content platforms disrupted established media companies, suggesting that software companies may face similar upheavals as AI democratizes software creation. Paik emphasizes that creativity and agency will become the scarce resources in this new landscape, as execution becomes commoditized. (01:57:48) - Joseph Cohen, co-founder and CEO of Infinite Machine, discusses the launch of their second product, Alto, a Class 2 electric bike designed from the ground up to reach 25 mph in bike lanes, featuring convertible pedals, seating for two, and internet connectivity. He emphasizes the importance of adhering to legal definitions of bicycles to avoid the complexities associated with motor vehicle regulations, highlighting that Alto's design ensures it doesn't require registration, insurance, or a license plate. Cohen also outlines the company's direct-to-consumer strategy, including opening a 13,000-square-foot retail space in New York City, and expresses a vision for a post-car future with smaller, smarter urban vehicles. (02:14:08) - Zachary Perret, co-founder and CEO of Plaid, a leading financial technology company, discusses the launch of "Protect," an advanced anti-fraud product unveiled at Plaid's annual customer conference. "Protect" analyzes data across the Plaid network to identify and prevent fraudulent activities, addressing the evolving challenges in financial fraud, which is increasing by approximately 25% annually. Perret emphasizes the importance of combining cutting-edge tools with consumer education to effectively combat fraud in the financial sector. (02:36:07) - Shirin Ghaffary is an AI reporter at Bloomberg News, covering the global impact and inner workings of major tech companies. In the conversation, she discusses Anthropic's strategic approach to balancing its commitment to AI safety with business growth, highlighting the company's deliberate partnerships with multiple hyperscalers and its proactive measures to address potential risks in AI development. (02:53:47) - Cameron McCord, co-founder and CEO of Nominal, a company specializing in validating mission-critical systems, discusses the recent $75 million Series B funding led by Sequoia, with Alfred Lin joining Nominal's board, and additional investments from Lightspeed Venture Partners, General Catalyst, Lux, and Founders Fund. He outlines plans to use the funding to expand into larger enterprises, enhance product development, and grow internationally, emphasizing the importance of increasing test cadence and throughput to accelerate development timelines for customers. McCord also highlights the flexibility of Nominal's products, including a cloud-based core product and a desktop application built on Unreal Engine, designed to meet diverse customer needs in b

Today's show was recorded live on location at Y Combinator Demo Day and is made up of short interviews with a variety of batch founders and investors in attendance. Back to regular programming tomorrow!TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:45) - Garry Tan, CEO of Y Combinator (16:34) - Kaizen (22:17) - StarSling (28:28) - Jazzberry (35:07) - Cotool (41:29) - Clado (48:50) - Outset (01:00:11) - Operative (01:10:02) - Matteo Franceschetti, Founder & CEO of Eight Sleep (01:17:52) - throxy (01:24:56) - Morphik (01:30:41) - Clidey (01:34:29) - Cua (01:43:26) - Delian Asparouhov, Co-Founder of Varda (01:53:37) - Dave Munichiello, Managing Partner at GV (02:07:41) - Andrew Lee, Partner at a16z (02:20:13) - Chonkie (02:24:30) - Godela (02:29:55) - Den (02:35:57) - Eloquent AI (02:40:18) - YouLearn (02:46:49) - Blaxel (02:50:55) - Waffle (02:55:21) - VibeGrade (03:01:54) - Avallon AI (03:04:07) - text.ai (03:10:25) - ValueMate (03:14:04) - Bloom (03:19:26) - MorphoAI (03:24:06) - Prism AI (03:26:36) - Clarm (03:28:30) - Cactus (03:30:27) - Lumari (03:32:15) - Third Chair (03:34:19) - QFEX (03:36:01) - Minerva (03:37:26) - Sim Studio

(02:52) - WWDC Recap (15:17) - Apple's Retreat to its Core Competency (22:45) - Apple's iOS 26 Draws Mixed Reviews (52:58) - Meta to Pay Nearly $15B For Scale AI Stake (01:00:17) - Sai Senthilkumar, a Partner at Redpoint Ventures, focuses on growth-stage investments in enterprise software and AI, and leads the firm's InfraRed initiative, which introduced the first publicly traded index of cloud infrastructure businesses. In the conversation, he discusses the rapid advancements in AI, particularly in developer tools, highlighting companies like Cursor and Anthropic that are transforming software development through AI-powered coding solutions. He also addresses the evolving competitive dynamics between established infrastructure providers and emerging startups, emphasizing the significant opportunities for innovation in the AI-driven infrastructure market. (01:36:58) - CNBC's Disrupter 50 List Reactions (01:44:55) - Karri Saarinen, co-founder and CEO of Linear, a project management software company, discusses the company's recent $82 million Series C funding round led by Accel, valuing Linear at $1.25 billion. He highlights the company's efficient growth, noting a 280% profit increase over the past year and a customer base exceeding 15,000, including prominent AI firms like OpenAI. Saarinen emphasizes Linear's focus on streamlined solutions tailored to software development workflows, contrasting with competitors' more customizable but often overwhelming platforms. (02:01:27) - Scott Belsky, an entrepreneur and author, co-founded Behance, a leading online platform for creative professionals, and served as Adobe's Chief Product Officer and Chief Strategy Officer. In the conversation, Belsky discusses the evolving role of AI in creativity, emphasizing the importance of human elements like taste and storytelling to infuse soul into AI-generated content. He also explores the concept of collective memory within enterprises, highlighting how AI's growing contextual understanding can enhance collaboration and knowledge retention. (02:32:49) - Roy Bahat, head of Bloomberg Beta, discusses the firm's recent $75 million fundraise, emphasizing their continued focus on early-stage investments in startups that are shaping the future of work. He highlights the firm's commitment to transparency, noting that their operating manual and deal documents are publicly accessible to help founders understand their processes. Bahat also touches on the firm's relationship with Bloomberg L.P., clarifying that while Bloomberg is the sole investor, Bloomberg Beta operates independently without strategic investment directives. (02:47:24) - Alex Israel, co-founder and CEO of Metropolis Technologies, discusses the company's innovative approach to revolutionizing the parking industry through artificial intelligence and strategic acquisitions. Facing initial resistance from property developers, Metropolis shifted its strategy to a "growth buyout" model, acquiring traditional parking operators to integrate AI-driven, seamless payment systems. This approach has positioned Metropolis as the largest parking operator in North America, with plans to expand its technology to other sectors like gas stations and retail, while also preparing for the future impact of autonomous vehicles on urban infrastructure. (02:59:24) - Andrew Huberman is a neuroscientist and Stanford professor known for his work on brain function, behavior, and wellness, and he hosts the Huberman Lab podcast, where he translates scientific insights into practical health advice. Huberman addresses concerns about proposed NIH funding cuts of 40%, emphasizing the critical role of both basic and applied research, and discusses strategies for rebuilding public trust in science after the COVID-19 pandemic. He advocates restructuring research funding to prioritize impactful, collaborative, and discovery-driven science, highlighting how significant breakthroughs such as GLP-1 treatments and brain-machine interfaces arise from fundamental research. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:46) - Intern iPhone Assembly (04:46) - Timeline (14:05) - Apple Under Pressure for AI Progress (25:47) - Meta in Talks to Scale AI Investments (32:58) - Timeline (43:24) - Casey Handmer, a physicist and engineer with a PhD from Caltech, has worked at NASA's Jet Propulsion Laboratory and Hyperloop Technologies, and is the founder of Terraform Industries. He discusses the urgency of establishing a U.S. presence on the Moon to counter China's accelerated lunar ambitions, emphasizing the Moon's symbolic significance for freedom and the potential geopolitical risks if China establishes dominance there. Handmer also critiques NASA's bureaucratic challenges, advocates for reforms to expedite lunar exploration, and highlights the need for energy sovereignty through domestic solar panel production to maintain technological and economic leadership. (01:02:16) - Patrick McGee, a seasoned business journalist and former Financial Times correspondent, authored "Apple in China," a comprehensive examination of Apple's deep entanglement with China's manufacturing sector. In the conversation, McGee delves into how Apple's strategic investments and collaborations with Chinese manufacturers have not only propelled the company's growth but also significantly bolstered China's technological capabilities, leading to the rise of formidable competitors like Huawei. He highlights the challenges Apple faces in diversifying its supply chain, emphasizing the complexities of replicating China's unique manufacturing ecosystem elsewhere, and discusses the potential risks associated with Apple's heavy reliance on Chinese production amid escalating geopolitical tensions. (01:34:57) - Aaron Slodov, CEO and co-founder of Atomic Industries, is leading efforts to modernize U.S. manufacturing through AI-driven processes. He discusses the success of the inaugural Reindustrialize Summit, which convened diverse stakeholders to revitalize the industrial base, and highlights the formation of the New American Industrial Alliance to advocate for advanced manufacturing policies. Slodov emphasizes the need for a cultural shift and technological innovation to reshore manufacturing, aiming to make American industry globally competitive. (01:44:57) - Gaurab Chakrabarti, co-founder and CEO of Solugen, holds an MD and PhD in Cancer Biology and Enzymology from the University of Texas. In the conversation, he discusses Solugen's mission to decentralize chemical production by developing small-scale, modular plants that produce hydrogen peroxide and other chemicals closer to end-users, reducing transportation risks and costs. He also highlights the company's innovative approach to sustainable chemical manufacturing, aiming to reduce reliance on fossil fuels and minimize environmental impact. (01:59:12) - Sean Liu, a Partner at Founders Fund, previously served as CFO of Solugen, where he led finance, strategy, and operations, supporting the company's scale-up from pilot to its first commercial facility. In the conversation, he discusses his transition from Solugen to Founders Fund, emphasizing the importance of understanding technical risks and the necessity of a commercial mindset in hard tech investments. He also highlights the challenges of scaling hard tech companies, including managing capital intensity and navigating supply chain bottlenecks (02:20:59) - Garth Sheldon-Coulson, co-founder and CEO of Panthalassa, discusses the development of self-propelled ocean-based systems designed to harness renewable energy for computing and synthetic fuel production. He highlights the scalability and sustainability of these platforms, emphasizing their potential to rapidly expand energy capacity beyond traditional terrestrial infrastructure. Sheldon-Coulson also details the manufacturing process, noting the simplicity and efficiency of producing these steel-shell systems, which can be mass-produced to meet the growing energy demands of AI and other applications (02:39:57) - Lukas Czinger, co-founder and president of Czinger Vehicles and Divergent Technologies, discusses the development of a fully autonomous, 3D-printed structure, highlighting Divergent's integration of airframes to enhance speed, efficiency, and cost-effectiveness. He elaborates on Divergent's Adaptive Production System (DAPS), which combines AI-driven design, additive manufacturing, and robotic assembly to produce complex structures for industries like automotive, aerospace, and defense, serving clients such as Ferrari, McLaren, Bugatti, Lockheed Martin, and Raytheon. Czinger emphasizes the system's ability to rapidly design and manufacture product-agnostic structures, enabling flexible, high-volume production without hardware changes, and notes that advancements in additive manufacturing have made it more cost-effective than traditional methods, allowing for the production of thousands of units annually. (02:53:39) - Christian Keil, Vice President of External Relations at Astranis, a company specia

(00:00) - Intro and Overview (02:57) - Ukraine’s drone attack on Russia (03:21) - Soren Monroe-Anderson (Neros) (09:02) - Connor Love (Lightspeed Ventures) (13:45) - Erik Prince (Off Leash) (15:20) - Elon Musk Vs. Donald Trump (21:44) - Delian Asparouhov (Varda) (32:48) - Cluely Update from dropout Roy Lee (46:52) - Kian Sadeghi (Nucleus) (01:00:12) - AI Day on TBPN (01:00:14) - Mark Chen (OpenAI) (01:28:49) - Sholto Douglas (Anthropic) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(05:24) - Elon-Trump Crashout Recap (27:59) - Timeline (43:34) - Patrick Blumenthal. Patrick discusses his experiences at New York City Tech Week, highlighting the diverse range of industry events and sponsorships. He provides insights into Ukraine's recent military operations, emphasizing the strategic impact of targeting Russian airfields to degrade their nuclear triad and the challenges posed by Russia's porous borders. Blumenthal also shares his perspective on the evolving landscape of drone warfare, noting the rapid advancements and the complexities involved in counter-drone technologies. (01:00:05) - Jeremy Allaire, CEO and founder of Circle, has a background in building internet software platforms and infrastructure. He discusses his journey from founding Circle in 2013 with the vision of creating a protocol for digital dollars on the internet, to the company's recent successful IPO, which he views as a significant milestone for mainstream adoption of digital currency. Allaire emphasizes the importance of trust, transparency, and compliance in Circle's operations, highlighting the company's role as a market-neutral infrastructure platform that enables other institutions to build upon its technology. (01:20:35) - Anastasios Angelopoulos, a Ph.D. candidate at UC Berkeley, discusses Lumarina, an open platform for evaluating AI models through human preferences. Users can input prompts to compare responses from leading LLMs like Google's Gemini, OpenAI's ChatGPT, and Anthropic's Claude, voting on preferred outputs to generate leaderboards across various tasks. Angelopoulos highlights Lumarina's recent $100 million funding round, emphasizing its role in guiding AI development by capturing diverse human opinions. (01:32:49) - Dylan Patel, Chief Analyst at SemiAnalysis, is known for his sharp analysis of AI chips, compute infrastructure, and global supply chains. He explores the technical and political forces shaping AI—from OpenAI’s scaling bottlenecks and China’s industrial edge to the risks of centralization and the potential of decentralized, open-source alternatives. (02:32:23) - Dana Settle, co-founder and managing partner at Greycroft, discusses her extensive experience in venture capital since 1998, highlighting early investments in networking equipment and semiconductors. She emphasizes Greycroft's focus on AI infrastructure and applications, as well as their sustainability fund in partnership with companies like Coca-Cola, addressing the intersection of AI and energy consumption. Settle also shares insights into the evolving IPO landscape, citing the recent public offering of Mountain, a company Greycroft invested in back in 2011, and discusses the impact of celebrity partnerships, such as Ryan Reynolds' involvement with Mountain, on business growth. (02:48:28) - Kat Cole, CEO of AG1, has a rich background in the consumer industry, having previously served as President and COO at Focus Brands, overseeing brands like Cinnabon and Jamba. In the conversation, she discusses her journey from starting as a hostess at Hooters to leading global brands, emphasizing the importance of customer experience and operational excellence. Cole also highlights AG1's strategic growth, including expanding manufacturing to the U.S., investing in clinical trials, and entering retail partnerships like Costco, while maintaining a focus on product quality and customer trust. (03:15:33) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the recent reversal of the 1973 ban on supersonic flight over land, highlighting that technological advancements now allow for supersonic travel without disruptive sonic booms reaching the ground. He explains that Boom's XB-1 demonstrator achieved supersonic flight without generating audible booms, paving the way for their Overture airliner to operate over land. Scholl also shares plans to build the first full-scale pre-production prototype of Overture next year, aiming to revolutionize air travel with faster, more efficient flights. (03:29:45) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:28:34) - Skip to Elon Musk vs. Donald Trump Reactions (17:15) - Shaun Maguire. Shaun is a partner at Sequoia Capital and discusses the resilience and innovation at X and XAI, highlighting the successful integration of Grok into X despite initial skepticism about the platform's stability. He compares the evolution of foundation models to operating systems, predicting a diverse ecosystem with both proprietary and open-source models, where open-source models may have broader deployment but less value capture. Maguire emphasizes the importance of early market capture and anticipates significant moats for foundation model companies due to hardware investments and application layer advantages. He also notes the rapid revenue scaling of companies like Starlink, surpassing previous benchmarks set by AWS, and underscores the necessity of a diversified energy strategy, advocating for increased natural gas, oil, solar, and nuclear energy to meet future demands. (31:55) - Jack Whitaker. Jack is an AI expert and entrepreneur with a PhD from Cambridge University, specializing in generative AI, large language models, and multimodal systems. In the conversation, he discusses the current landscape of AI development, highlighting OpenAI's dominance in both product distribution and research, and noting Anthropic's strong position among developers. He also touches on the challenges of model naming conventions, the role of data in AI advancements, and the varying strategies of companies like Google, X.ai, and Meta in the evolving AI ecosystem. (50:58) - Aarush Selvan. Aarush is a Product Manager at Google, leads the Gemini Deep Research project, which enables Gemini to act as a personal research assistant. In the conversation, he discusses the development of Deep Research, highlighting its ability to generate comprehensive reports by leveraging long context windows and reasoning models, and emphasizes the importance of balancing efficiency with the depth of information provided to users. (01:04:45) - Oliver Cameron. Oliver is the co-founder and CEO of Odyssey. He discusses his transition from leading self-driving car initiatives to pioneering AI-driven storytelling. He introduces Odyssey's latest innovation, "interactive video," an AI-generated medium that allows real-time interaction without traditional game engines, envisioning it as a new form of entertainment. Cameron highlights the potential of this technology to revolutionize content creation by enabling models to generate film and game-like experiences instantly, reducing production costs and time. (01:19:18) - Michael Mignano. Michael is a Partner at Lightspeed Venture Partners and co-founder of Anchor, and discusses the evolving dynamics between AI foundation labs and application layer startups, highlighting the shift from a symbiotic relationship to direct competition. He emphasizes the growing importance of unique data contexts, noting that models are increasingly seeking novel information, which prompts labs to compete directly with startups possessing such data. Mignano also suggests that this trend may drive startups back to established incumbents like Google and Amazon, as they might be perceived as more reliable partners in the AI ecosystem. (01:31:44) - Mark Chen. Mark is OpenAI's Chief Research Officer. He discusses the evolving landscape of AI research, emphasizing the shift from large-scale pre-training to enhanced reasoning capabilities. He highlights the importance of reinforcement learning (RL) in developing autonomous agents and the challenges of scaling RL effectively. Chen also addresses the significance of interpretability in AI systems, advocating for models that transparently convey their reasoning processes to ensure reliability and user trust. (02:00:59) - Sholto Douglas. Sholto is a researcher at Anthropic. He discusses the challenges and advancements in scaling reinforcement learning (RL) within artificial intelligence. He highlights the significant gains achieved by increasing compute resources in RL, noting that a tenfold increase still yields linear improvements. Douglas also addresses the complexities of reward hacking, emphasizing the need for careful guidance to align AI behaviors with human values. (02:28:34) - Breaking News: Elon Musk vs. Donald Trump (02:35:00) - Delian Asparouhov. Delian is the co-founder and president of Varda Space Industries and a partner at Founders Fund. He discusses the recent policy shifts in NASA's budget, particularly the reallocation of funds to the Space Launch System (SLS) program, which had been advocated for cancellation by figures like Jared Isaacman and Elon Musk. He highlights the immediate consequences of this decision, including SpaceX's announcement to decommission its Dragon spacecraft, leading to a lack of vehicles capable of servicing the International Space Station. Asparouhov also reflects on the unprecedented nature of the current dynamics between influential private sector leaders and the

(03:02) - Deel-Rippling Drama (09:58) - Microsoft Bets on Agents to Fuel AI Growth (30:43) - Snowflake Buying Crunchy Data for $250M (45:57) - Augustus Doricko. Augustus is the founder and CEO of Rainmaker, a California-based startup using drones and advanced modeling to modernize cloud seeding and address water scarcity in the American West. A former UC Berkeley physics student and Thiel Fellow, he previously co-founded Terra Seco, a company that automates groundwater compliance. Doricko integrates his Christian faith with a mission to "terraform" arid regions, aiming to revitalize agriculture and infrastructure through scalable weather modification. (01:00:46) - Brad Porter. Brad is the founder and CEO of Collaborative Robotics (Cobot), a startup building AI-powered collaborative robots designed to work safely and intuitively alongside humans in sectors like logistics, healthcare, and manufacturing. Before founding Cobot in 2022, Porter served as VP and Distinguished Engineer at Amazon Robotics, where he led the deployment of over 500,000 robots across global fulfillment centers. Cobot's first robot, Proxie, launched in late 2024 and is already in use by companies like Maersk, Mayo Clinic, and Moderna. (01:18:04) - Kian Sadeghi. Kian is the founder and CEO of Nucleus Genomics, a consumer health platform offering whole-genome sequencing and polygenic risk scores for over 800 conditions, aiming to make personalized medicine accessible to all. Motivated by a cousin's sudden death from a suspected genetic disorder, he left the University of Pennsylvania in 2020 to start Nucleus from his bedroom, later securing $32 million in funding from investors like Founders Fund and Seven Seven Six. In 2025, Nucleus launched a service analyzing embryos for disease and longevity risk, sparking ethical debates about the future of reproductive genetics. (01:32:03) - Kathleen McMahon. Kathleen is the Head of Life Sciences at Palantir Technologies, where she leads product strategy, customer operations, and business development for the pharmaceutical and biotech sectors. Under her leadership, Palantir's Foundry platform has been instrumental in supporting organizations such as the National Institutes of Health and the UK's National Health Service in areas including clinical research, vaccine distribution, and biomanufacturing. McMahon has also co-founded a stealth startup focused on AI and platform technologies. (01:48:06) - Chungin “Roy” Lee. Roy is the co-founder and CEO of Cluely, a San Francisco-based startup that offers an AI tool designed to assist users during tasks like job interviews, exams, and sales calls. Originally developed as "Interview Coder" while Lee was a student at Columbia University, the tool led to his suspension and eventual departure from the university. Despite the controversy, Cluely has raised $5.3 million in seed funding and reports over $3 million in annual recurring revenue. (02:09:59) - Shawn “swyx” Wang. Shawn is the founder of Smol.ai and editor of Latent Space, a newsletter and podcast exploring the rise of the AI engineer. After transitioning from a finance career, he led developer experience at AWS, Netlify, Temporal, and Airbyte, and authored The Coding Career Handbook to guide developers in career growth. Wang is known for his “Learn in Public” philosophy and for organizing the AI Engineer Summit, fostering a global community of applied AI practitioners. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:55) - Coatue's Public Market Update (46:23) - Wall Street Sounding the Alarm on U.S. Debt (57:57) - Nvidia's Business is Booming (01:18:25) - Nike Returns to Amazon (01:29:14) - Doug Philippone. Doug Philippone is the co-founder and General Partner of Snowpoint Ventures, a venture capital firm established in 2021 that invests in dual-use technologies for defense and government applications. He previously served as Head of Global Defense at Palantir Technologies from 2008 to 2024, where he expanded the company's defense business to support over 19 allied nations. A former U.S. Army Ranger, Philippone completed six deployments and was awarded multiple commendations, including three Bronze Stars with two for valor (02:02:26) - Divyansh Kaushik. Dr. Divyansh Kaushik is Vice President at Beacon Global Strategies, where he advises on AI, semiconductors, biotech, and data security to bolster U.S. national security and technological competitiveness. Previously, he served as Associate Director for Emerging Technologies and National Security at the Federation of American Scientists, contributing to AI R&D policy, tech standards, and STEM immigration reform. Kaushik holds a Ph.D. from Carnegie Mellon University, where his research on robust machine learning models earned him accolades from Amazon and the Siebel Foundation. (02:17:51) - Aaron Ginn. Aaron Ginn is the co-founder and CEO of Hydra Host, a platform that simplifies access to GPU infrastructure by enabling data centers to offer bare-metal compute on demand. Previously, he led growth product management at Everlane and StumbleUpon, and co-founded the Lincoln Network, a tech policy think tank. Ginn also serves on the board of the Foundation for American Innovation, focusing on the intersection of technology and national security.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(28:07) - Trends in Artificial Intelligence Deep Dive (01:00:14) - Soren Monroe. Soren is the co-founder and CEO of Neros Technologies, a U.S.-based defense startup producing advanced FPV drones with a fully American supply chain. A former world champion in drone racing, he co-founded Neros in 2023 to address the U.S. military's need for mass-manufacturable unmanned systems, securing a contract to deliver 6,000 Archer drones to Ukraine. Monroe-Anderson is also a Thiel Fellow and previously founded FPV Supply Co., specializing in high-performance drone components. (01:32:12) - Connor Love. Connor is a Partner at Lightspeed Venture Partners, focusing on frontier technologies in defense, space, manufacturing, and autonomous systems. A former U.S. Army Captain, he served in Northern Iraq and as a strategic advisor in Washington, D.C., before earning graduate degrees from Oxford and Stanford GSB. At Lightspeed, he has led investments in fintech and insurtech startups, including Seel, Lemon Markets, and Herald. (01:59:44) - Melisa Tokmak. Melisa is the founder and CEO of Netic, an AI-native revenue engine designed for essential service industries like HVAC, plumbing, and electrical contracting. Launched in 2024, Netic utilizes real-time data and automation to help service businesses capture leads and stabilize revenue during fluctuations in demand. Previously, Tokmak held leadership roles at Scale AI and Meta, and holds a degree in computer science from Stanford University. (02:21:47) - Jordan Schneider. Jordan is the founder of ChinaTalk, a newsletter and podcast offering in-depth analysis of Chinese technology, politics, and U.S.-China relations. He is a fellow at the Rhodium Group and the Center for a New American Security, and previously worked at Kuaishou, Bridgewater Associates, and the Eurasia Group. Schneider holds a BA in history from Yale and an MA in economics from Peking University’s Yenching Academy, and is fluent in Chinese. (02:44:00) - Maxwell Meyer. Maxwell is the founder and editor of Arena Magazine, a quarterly print and digital publication launched in 2024 that focuses on technology, capitalism, and civilization. A Stanford geophysics graduate and former editor-in-chief of the Stanford Review, Meyer created Arena to counteract negativity in legacy media and to champion innovation and American dynamism. He also serves as president of the Intergalactic Media Corporation of America, the magazine’s parent company.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(07:48) - Neuralink Raises $600M at $9B Valuation (10:13) - Rillet Raises $25M from Sequoia (12:10) - Judge Considers Curbs for Google in AI Arms Race (25:33) - Ray-Ban Maker EssilorLuxottica to Buy Optegra in Medical AI Push (29:27) - Every VC-backed IPO in the past 12 Months has been a Down Round (34:50) - Jensen Huang Shifting Approach to U.S. Politics (41:01) - VC Funds for Sale at a discount (45:31) - TBPN Reacts to the Timeline

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:56) - Elon Musk Is Leaving Washington (12:01) - Meta Partners With Anduril (20:48) - Trump's War On American Universities (26:05) - Kim Jong Un's "Side Launch" Goes Sideways (29:38) - Peter Rahal. Peter is the founder of David, a new protein company focused on clean-label, functional nutrition products. He previously co-founded RXBAR, which was acquired by Kellogg’s for $600 million in 2017. (45:10) - Ashlee Vance. Ashlee is a journalist and author best known for Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future. He also authored When the Heavens Went on Sale and Core Memory, and writes extensively about tech and innovation for Bloomberg Businessweek. (01:01:27) - Chase Lochmiller. Chase is the co-founder and CEO of Crusoe Energy, a company that converts stranded natural gas into power for data centers. Crusoe is focused on reducing carbon emissions while powering compute-intensive applications. (01:30:27) - Matan Grinberg. Matan is the co-founder of Factory, an AI startup building "Droids" — autonomous agents that assist with writing and maintaining software code. Factory aims to reimagine how engineers build products. (01:48:24) - Jonny Dyer. Jonny is the founder and CEO of Muon Space, a satellite company focused on climate monitoring. His team is developing spacecraft to deliver high-fidelity Earth data for scientific and commercial use. (01:59:41) - David Hsu. David is the founder and CEO of Retool, a platform that lets developers build internal tools remarkably fast. Retool is used by companies of all sizes to power critical business workflows. (02:19:17) - Sushanth Raman. Sushanth is the co-founder and CEO of Pallet, a platform connecting online creators and their communities to jobs and opportunities. He previously worked at Google and Retool. (02:38:39) - Rob Toews. Rob is a partner at Radical Ventures, a VC firm focused on AI. He writes a regular column for Forbes on artificial intelligence and previously worked at Highland Capital Partners. (02:59:32) - John Andrew Entwistle. John is the founder and CEO of Wander, a network of smart vacation homes designed for remote workers. Wander recently raised $50 million in Series B funding to expand across the U.S.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:07) - Balaji Srinivasan is an American entrepreneur and investor known for his roles as former CTO of Coinbase and general partner at Andreessen Horowitz. He co-founded several companies, including Counsyl, Earn.com, and Teleport, and authored The Network State, a book on building decentralized digital communities. Srinivasan holds multiple degrees from Stanford University and is an active angel investor in technology and crypto startups. (27:00) - Alon. @a1lon9 is the co-founder of Pump.fun, a Solana-based platform that enables users to create and trade meme coins instantly. Launched in January 2024, Pump.fun has facilitated the creation of over 6 million tokens and generated significant revenue through transaction fees. They have been a vocal figure in the crypto community, advocating for the democratization of token creation while addressing criticisms regarding the platform's role in speculative trading. (42:07) - Katie Haun is the founder and CEO of Haun Ventures, a $1.5 billion crypto-focused venture capital firm. A former federal prosecutor, she led high-profile investigations into the Mt. Gox hack and Silk Road case, and created the DOJ’s first cryptocurrency task force. Haun previously served as a general partner at Andreessen Horowitz and was the first independent board member at Coinbase. (59:11) - Chris Dixon. Chris is a general partner at Andreessen Horowitz and founder of a16z crypto, overseeing over $7 billion in Web3 investments. He previously co-founded SiteAdvisor (acquired by McAfee) and Hunch (acquired by eBay), and was an early investor in companies like Coinbase and Oculus. Dixon authored Read Write Own (2024), a book advocating for a decentralized internet. (01:29:16) - Kyle Samani. Kyle is the co-founder and managing partner of Multicoin Capital, a thesis-driven investment firm specializing in cryptocurrencies, tokens, and blockchain projects. Before Multicoin, he founded Pristine, a health IT startup acquired by Upskill. Samani holds degrees in Finance and Management from NYU Stern and is recognized for his technical analysis and thought leadership in the crypto space. (01:42:52) - Ben Pasternak. Ben is an Australian tech entrepreneur who gained early recognition for creating the viral game Impossible Rush and later co-founding the social apps Flogg and Monkey. At 15, he became one of the youngest tech founders to secure venture capital funding. He used to be the CEO of SIMULATE, a food technology company known for its plant-based chicken nugget alternative, NUGGS, which has raised over $57 million from investors including Alexis Ohanian and Jay-Z. (01:58:03) - Tom Schmidt. Tom is a General Partner at Dragonfly Capital, focusing on early-stage Web3 and crypto investments. He previously led product at 0x and held product management roles at Facebook and Instagram. Schmidt holds B.S. and M.S. degrees in Computer Science from Stanford University and has advised companies like Audius and Betty Labs. (02:15:01) - Konstantin Richter. Konstantin is the founder and CEO of Blockdaemon, a leading blockchain infrastructure provider for node management, staking, and wallet services. Before founding Blockdaemon in 2017, he held roles at Deutsche Telekom and Nokia, and built several SaaS platforms with successful exits. Under his leadership, Blockdaemon has raised over $400 million, reaching a $3.25 billion valuation, and serves major financial institutions including JPMorgan, Goldman Sachs, and Citi Ventures. (02:29:06) - Luca Netz. Luca (born Luca Schnetzler) is the CEO of Pudgy Penguins, an NFT brand he acquired for $2.5 million in April 2022. A former e-commerce entrepreneur, he revitalized the project by expanding into physical toys, selling over 1.5 million units through major retailers like Walmart and Target. Netz also launched the PENGU token on Solana and developed Pudgy World, aiming to establish Pudgy Penguins as a leading Web3-native IP brand. (02:44:27) - Dylan Abruscato. Dylan is the Emmy-nominated founder of Crypto: The Game (CTG), a viral crypto survival game blending elements of Survivor and Squid Game. Launched in 2023, CTG gained traction for its social gameplay and was acquired by Uniswap Labs in 2024. Prior to CTG, Abruscato held marketing roles at HQ Trivia, Uber, and Postmates, and began his career at Saturday Night Live. (02:59:10) - Brian Armstrong. Brian is the co-foun

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:56) - Brad Gerstner. Brad is the founder and CEO of Altimeter Capital, a technology-focused investment firm backing companies like Snowflake, Uber, and Meta. He’s known for his outspoken views on markets, innovation, and long-term investing in Silicon Valley. (36:05) - AJ Piplica + Zach Shore. AJ is the CEO of Hermeus, a startup developing hypersonic aircraft to revolutionize defense and commercial flight. Zach Shore is the VP of Strategic Development at Hermeus, contributing to the company's mission of building the world’s fastest reusable aircraft with speeds over Mach 5. (51:16) - Delian Asparouhov + Raycho Raychev. Delian is a partner at Founders Fund and co-founder of Varda Space Industries, focused on space-based manufacturing. Raycho is the founder and CEO of EnduroSat, which builds advanced nanosatellites and supports accessible space missions. (01:12:32) - Carlo Kobe. Fizz is developing an AI financial advisor for the pocket of every young adult. (01:26:51) - Steven Pang. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind. (01:37:29) - Elias Fizesan. Canopy Labs is building the foundation models to power digital humans that are indistinguishable from real ones. (01:46:59) - Jackson Denka. Azura is a trading platform that utilizes on-chain rails to enable price discovery for everything from crypto and equities to beliefs and memes. (01:58:08) - Hooman Reza Nezhad. Solcoa Industries is producing the first zero-carbon, American-made rare earth metals at scale. (02:07:22) - Ferdinand Dabitz. Ivy is building the world trade bank — a global instant payments platform. (02:16:06) - Juan Pablo Ebrath. Phase is a research lab on a mission to unlock whole-body regeneration and make living matter programmable — from healing hearts to regrowing limbs. (02:26:52) - Jennifer Lin. Jennifer’s startup is giving patients with rare diseases accelerated access to new cures with clear indications of efficacy. (02:36:21) - Teddy Warner. Intempus is equipping robots with emotional intelligence, making them more predictable and easier to understand. (02:46:14) - Sigil Wen. Extraordinary brings the world’s top talent to America’s technology companies. (02:57:30) - Aidan Smith. Innerphases is developing human-native communication devices that change the way we work and think. (03:08:08) - Colton El-Habr. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind. (03:20:25) - Koki Mashita. Aeolus is building the planetary defense system for extreme weather.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:41) - The Information Profiles TBPN (39:44) - Apple's AI Struggles (41:22) - Sam Altman's Trillion Dollar AI Device (46:15) - Jori Lallo. Jori is the co-founder of Linear, a streamlined product management tool used by top startups and engineering teams. He previously co-founded Coinbase and has a background in building elegant, fast, and developer-centric software products. (01:01:43) - Zach Weinberg. Zach is a co-founder and general partner at Operator Partners and previously co-founded Flatiron Health, which was acquired by Roche for $1.9 billion. He is an active seed investor and operator across healthcare and software startups. (01:31:50) - Leigh Marie Braswell. Leigh Marie is a partner at Founders Fund, focused on early-stage AI and infrastructure companies. She previously worked at Scale AI and has a background in electrical engineering and machine learning. (02:00:19) - Stephen Balaban. Stephen is the co-founder and CEO of Lambda, a company building high-performance GPU infrastructure for training AI models. He’s been at the forefront of deep learning hardware and computer vision since the early days of modern AI. (02:31:06) - Sam Lessin. Sam is a general partner at Slow Ventures and a former VP of product at Facebook. He writes The Information’s Private Tech column and invests across consumer, media, and frontier tech. (02:59:35) - Bobby Goodlatte. Bobby is an early-stage investor and designer, known for his early role at Facebook and his investments in companies like Coinbase and Lambda School. He is a founding partner at Form Capital. (03:14:47) - Auren Hoffman. Auren is the CEO of SafeGraph and previously founded LiveRamp, which was acquired by Acxiom. He is an expert in data infrastructure and frequently writes about technology, policy, and markets. (03:31:04) - Doug Bernauer. Doug is the founder and CEO of Radiant Industries, a company developing portable nuclear reactors to power remote locations and space missions. He previously worked at SpaceX and is focused on building scalable, clean energy infrastructure. (03:47:28) - Isaiah Taylor. Isaiah is the founder of Valar Atomics, a company focused on developing advanced nuclear technologies. He previously advised leading AI labs on public policy and now works at the intersection of energy, national security, and deep tech innovation.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(04:10) - Google I/O Breakdown (42:54) - Jony Ive Joins OpenAI Analysis (01:00:33) - Dan Shipper. Dan is the co-founder and CEO of Every, a business writing collective and newsletter platform for founders, operators, and technologists. He also writes Chain of Thought, a popular column exploring tech, psychology, and self-improvement. (01:27:50) - TJ Parker. TJ is the co-founder of Matrix, a stealth health tech startup. He previously co-founded PillPack, the online pharmacy acquired by Amazon for nearly $1 billion. (01:56:20) - Reggie James. Reggie is a writer and technologist who recently published Hardware, a book exploring identity and creativity in the age of machines. He previously co-founded Eternal and continues to explore the intersection of internet culture, software, and design. (02:27:55) - Timeline (02:30:18) - Keith Rabois. Keith is a general partner at Khosla Ventures and formerly with Founders Fund, with a storied track record as an operator and investor at companies like PayPal, Square, and OpenDoor. He is known for backing and advising dozens of high-growth startups in consumer and enterprise tech. (03:01:53) - Ben Hylak. Ben is the founder of Raindrop AI, a platform focused on intelligent information capture. He previously co-hosted the Latent Space podcast and has built a reputation for bridging AI infrastructure with practical workflows for teams.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(04:06) - New OpenAI Hardware Device (34:49) - Google I/O Reactions (38:49) - U.S. Formally Accepts Luxury Jet From Qatar (58:20) - Erik Prince. Erik is the founder of Blackwater, a private military company that provided security services to the U.S. government and other clients worldwide. He is a former Navy SEAL and now focuses on logistics, security consulting, and international ventures in defense and energy. (01:29:17) - Anthony Pompliano. Anthony is an investor and entrepreneur best known for his advocacy of Bitcoin and hosting The Pomp Podcast. He is a former product manager at Facebook and Snapchat and now invests across early-stage tech and digital asset companies. (01:45:14) - Nikunj Handa. Nikunj is a machine learning engineer and writer focused on AI systems, model architecture, and deployment at scale. He shares insights through his newsletter and has built a large following for his clarity on cutting-edge AI topics. (01:59:47) - David Senra. David is the creator and host of the Founders podcast, where he explores the lives and lessons of history’s most iconic entrepreneurs. His breakdowns of business biographies have built a loyal following among founders, operators, and investors. (02:19:58) - Scott Wu. Scott is the co-founder and CEO of Cognition AI, the company behind Devin, the world’s first AI software engineer. A former programming champion, he now leads efforts to push the boundaries of autonomous AI development. (02:41:17) - Joe Wiesenthal. Joe is an editor at Bloomberg and co-host of the Odd Lots podcast, where he covers markets, macroeconomics, and financial systems. He is known for his sharp real-time analysis and engaging interviews with economists, traders, and technologists.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(07:21) - Microsoft Build Recap (25:34) - Ben Thompson: The Agentic Web and the Original Sin Breakdown (01:05:06) - OpenAI's Stargate Datacenter (02:03:07) - Austen Allred. Austen is the founder and CEO of Gauntlet AI, a company focused on helping developers evaluate and test AI systems with greater precision. He previously co-founded Lambda School and is known for building tools that improve access to education and technology. (02:21:53) - Jeff Morris Jr. Jeff is the founder and managing partner of Chapter One, a venture fund focused on early-stage consumer and crypto startups. He previously led product and revenue at Tinder and has invested in companies like Lyft, Replit, and Notion. (02:41:42) - Cliff Weitzman. Cliff is the founder and CEO of Speechify, a text-to-speech platform designed to improve accessibility and productivity. He started the company to support people with dyslexia and has grown it into one of the leading tools in assistive technology. (03:03:16) - Logan Kilpatrick & Tulsee Doshi. Logan leads Google AI Studio, a platform that helps developers build with Google’s latest generative AI models. He previously worked in developer relations at OpenAI and is known for his work making cutting-edge AI more accessible. Tulsee Doshi leads Product for Responsible AI at Google DeepMind, where she focuses on building ethical and inclusive AI systems. Her work helps guide both internal development and public tools for fairness and transparency in machine learning.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:04) - Regeneration to Buy 23andMe (10:21) - NVIDIA Updates (43:33) - NVIDIA Plans to Invest in PsiQuantum (54:20) - Behind Microsoft's Layoffs (01:07:02) - Why Apple Still Hasn't Cracked AI (01:23:06) - Walter Chen. Walter is the co-founder and CEO of Sacra, a research platform that provides private market insights for investors. He previously co-founded and led content marketing platform iDoneThis, and has a background in law and software engineering. (01:43:43) - Michael Dempsey. Michael is the Managing Partner at Compound, a venture capital firm investing in frontier technologies. He focuses on early-stage companies in AI, infrastructure, and software, and previously worked in quantitative finance. (02:00:26) - Sriram Krishnan. Sriram is the Senior White House Policy Advisor on Artificial Intelligence. As the leader of the United States' policy team regarding artificial intelligence, Krishnan plays a significant role in shaping the administration’s approach to AI and driving measures to advance federal adoption of AI. (02:29:14) - Joshua Steinman. Joshua is the founder of Galvanick, a cybersecurity company focused on protecting industrial infrastructure. He previously served as the Senior Director for Cybersecurity at the National Security Council during the Trump administration.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:57) - Matt Grimm. Matt is the Co-Founder and Chief Operating Officer of Anduril Industries, a defense technology company specializing in autonomous systems and AI-powered solutions. Prior to Anduril, he held roles at Palantir Technologies and Mithril Capital Management, focusing on national security and venture investments. (10:22) - OpenAI Launches Codex (14:42) - Meta Delays Llama 4 Behemoth (23:55) - Epic Games Says Apple Blocked Submission (30:29) - Kevin Weil. Kevin is the Chief Product Officer at OpenAI, where he oversees the development of consumer and enterprise AI products, including ChatGPT and the OpenAI API. His previous experience includes leadership roles at Twitter, Instagram, and Planet Labs, as well as co-founding the Libra cryptocurrency project at Facebook. (01:05:50) - Blake Scholl. Blake is the Founder and CEO of Boom Supersonic, a company aiming to make high-speed air travel mainstream through the development of supersonic passenger jets. Before founding Boom in 2014, he held positions at Amazon and Groupon, and co-founded the mobile technology startup Kima Labs. (01:31:58) - Tim Fist. Tim is the Director of Emerging Technology Policy at the Institute for Progress, focusing on AI infrastructure and innovation policy. He also serves as an Adjunct Senior Fellow at the Center for a New American Security, with a background in machine learning and AI hardware development. (02:03:33) - Chris Best. Chris is the Co-Founder and CEO of Substack, a platform that enables writers to publish and monetize newsletters through paid subscriptions. Prior to Substack, he co-founded and served as CTO of the messaging app Kik. (02:29:52) - Sean Henry. Sean is the Co-Founder and CEO of Stord, a company providing cloud-based supply chain solutions for businesses. Under his leadership, Stord has raised significant funding to expand its logistics and fulfillment services. (02:46:10) - TBPN Reacts to the Timeline

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:26) - Warren Buffett Exclusive in WSJ (07:22) - Airbnb 2.0 (32:30) - U.S. Scraps 'AI Diffusion' Rule (40:25) - Apple to Support Brain-Implant Control (47:11) - Delian Asparouhov. Delian is a partner at Founders Fund and the co-founder of Varda Space Industries, which is building the world’s first space factories. He previously led growth at Teespring and founded Nightingale, a healthcare startup. (01:02:12) - Alex Blania. Alex is the CEO and co-founder of Tools for Humanity, the company behind Worldcoin. He co-founded the project with Sam Altman to create a global digital identity and financial network. (01:31:13) - Josh Wolfe. Josh is the co-founder and managing partner at Lux Capital, where he invests in frontier technologies across science and defense. He has backed companies like Anduril, Planet, and Kymeta, and serves on multiple company boards. (02:03:44) - Jason Fried. Jason is the co-founder and CEO of 37signals, the company behind Basecamp and HEY. He’s also the co-author of best-selling business books like Rework and Remote. (02:36:35) - Eugenia Kuyda. Eugenia is the co-founder and CEO of Replika, an AI chatbot designed to offer emotional companionship and support. She launched Replika to help people process grief and connect through AI-driven conversation.

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(03:10) - Is Open-Source AI Dead? (04:35) - OpenAI Restructuring (18:50) - Investors Comment on Open-Source AI (31:33) - Chris Pedregal. Chris is the founder and CEO of Granola, an AI-powered notepad designed to enhance productivity during back-to-back meetings. Previously, he co-founded Socratic, an educational app acquired by Google. (45:17) - Joshua Browder. Joshua is the founder and CEO of DoNotPay, the world's first AI-powered legal service platform aimed at automating consumer rights processes. He also leads Browder Capital, focusing on investments in innovative legal tech startups. (01:01:32) - Bryan Johnson. Bryan is the founder of Don't Die, a longevity company pioneering protocols and tools to slow aging and extend healthspan. Through extreme self-tracking and data-driven experimentation, he aims to build a roadmap for reversing biological age. (01:21:28) - Matteo Franceschetti. Matteo is the co-founder and CEO of Eight Sleep, a company that integrates technology into sleep products to optimize health and performance. His work emphasizes the importance of sleep fitness in overall well-being. (01:40:20) - Erik Torenberg. Erik is a general partner at Andreessen Horowitz, where he brings a decade of experience at the intersection of investing, product, and media. He previously founded Turpentine, a media company focused on tech and culture. (01:53:52) - Jen Kha. Jen is the Operating Partner and Head of Investor Relations and Fundraising at Andreessen Horowitz (a16z), where she leads the firm’s capital-raising strategy and manages relationships with limited partners. Over her career, she has facilitated the raising of over $40 billion in capital, drawing on her experience from roles at Technology Crossover Ventures, HSN, Inc., and BMO Capital Markets. (02:04:54) - Anjney Midha. Anjney is a general partner at Andreessen Horowitz, investing in AI, infrastructure, and open-source technologies. He serves on the boards of several AI startups, including Mistral and Black Forest Labs. (02:21:53) - Martin Casado. Martin is a general partner at Andreessen Horowitz, leading the firm's infrastructure practice. He was a pioneer in software-defined networking and co-founded Nicira Networks. (02:31:45) - David George. David is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth investing team. Since joining in 2019, he has spearheaded investments in companies like Roblox, Coinbase, and Databricks, drawing on his prior experience at General Atlantic with firms such as Airbnb and Slack. (02:47:27) - David Ulevitch. David is a general partner at Andreessen Horowitz, focusing on American Dynamism, investing in companies that advance national interests. He previously founded OpenDNS, a security company acquired by Cisco. (03:00:09) - Anish Acharya. Anish is a General Partner at Andreessen Horowitz (a16z), where he leads investments in consumer AI applications and innovative digital experiences. With a background as a founder of two acquired startups, he focuses on products that blend cutting-edge technology with exceptional design. (03:11:40) - Marc Andreessen. Marc is a co-founder and general partner at Andreessen Horowitz (a16z), a leading venture capital firm. He is also known for co-authoring Mosaic, the first widely used web browser, and co-founding Netscape.

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:39) - Tech Takes Over Saudi Arabia (22:35) - Tesla's Robotaxi Timelines (40:38) - Big Tech's AI Midlife Crisis (45:23) - Dylan Abruscato. Dylan is the creator of Crypto: The Game, an on-chain survival game that blends gameplay with crypto-native mechanics. He’s known for pushing the boundaries of interactive web3 experiences. (59:34) - Jared Madfes. Jared is an investor and writer who has become an online correspondent on Saudi Arabia’s growing influence in tech and finance. His commentary blends humor, geopolitics, and startup insight. (01:14:04) - Sam D'Amico. Sam is the founder and CEO of Impulse Labs, a company developing battery-integrated induction stoves that combine high performance with grid energy storage. With a background in hardware engineering at companies like Google and Oculus, Sam is leveraging his expertise to revolutionize home appliances and drive electrification. (01:32:33) - Vincent Weisser. Vincent is the co-founder of Prime Intellect, a decentralized AI platform that aggregates global compute to collaboratively train and co-own advanced models. He helped lead the development of INTELLECT-2, a 32-billion-parameter reasoning model trained through globally distributed reinforcement learning. (01:47:30) - Maneet Khaira. Maneet is the founder and CEO of Backbone, a company specializing in mobile gaming hardware and software. Backbone is best known for its Backbone One controller, which transforms smartphones into portable gaming consoles, and its companion app that integrates with services like Xbox Cloud Gaming and PlayStation Remote Play. (01:59:48) - Aaron Ginn. Aaron is the co-founder and CEO of Hydra Host, a platform providing decentralized, bare-metal GPU infrastructure for AI and high-performance computing workloads. (02:36:06) - Dan Gray. Dan is the Head of Insights at Equidam, a platform specializing in startup valuation. He is also a frequent contributor to Crunchbase News, where he shares his expertise on startup valuation and fundraising trends.

TBPN.com is made possible by:Ramp - https://ramp.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:48) - Surprise U.S.-China Trade Deal. (22:17) - Trump EO on Drug Prices. (35:39) - New Air Force One in 2025? (43:04) - Perplexity Valuation Surge. (46:03) - Crémieux. Crémieux is a writer who explores genetics, econometrics, and demographics. His work blends data-driven analysis with cultural insight, earning him a loyal following in intellectually curious circles. (01:04:09) - Tess Cameron. Tess is an emerging voice in venture capital and technology commentary. She is known for her work analyzing trends in consumer tech and startups. (01:31:58) - Jack Dreifuss. Jack is a venture investor and entrepreneur involved in tech and finance circles. He is known for working at the intersection of emerging technologies and startup incubation. (01:45:04) - Pippa Lamb. Pippa is a partner at Sweet Capital, the investment firm founded by the creators of Candy Crush. She focuses on early-stage investments in consumer and wellness brands. (02:02:54) - Eoghan McCabe. Eoghan is the co-founder and Chairman of Intercom, a customer messaging platform. He previously served as CEO and is a vocal advocate for design-led product development. (02:32:04) - David Tisch. David is the Managing Partner at BoxGroup, an early-stage venture capital firm. He’s invested in companies like Warby Parker, Airtable, and Harry’s. (03:05:34) - TJ Parker. TJ is the co-founder of PillPack, an online pharmacy acquired by Amazon for nearly $1 billion. He is a trained pharmacist who helped modernize prescription delivery.

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:26) - Market Recap (13:32) - Mother's Day Gift Guide (38:27) - The Stanford Review (54:02) - Morgan Housel (01:22:55) - Sonya Huang (01:53:28) - Will Quist (02:21:52) - Aidan Dewar (02:37:34) - Mehul Nariyawala (02:55:32) - George Maloney

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(14:34) - Daniel P. Driscoll, Secretary of the Army (35:36) - General Randy A. George, Chief of Staff of the Army (46:49) - Adam Porter-Price (59:44) - Delian Asparouhov (01:27:44) - Harley Finkelstein (01:56:37) - Jack Altman (02:24:56) - David Haber (02:57:02) - Alex at Hallow (03:11:43) - Gary Vaynerchuk (03:35:35) - Will Ahmed

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(11:16) - John LePore (31:16) - Elliot Jay Stocks (42:24) - Andrew Reed (01:11:49) - Marty Ringlein (01:27:05) - Jeremy Hindle (02:03:39) - Nairi Tashjian Hourdajian

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:55) - OpenAI to Remain Non-Profit (45:57) - OpenAI Reaches Agreement to Buy Windsurf (01:05:28) - Apple Absorbing $900M in Tariff Costs (01:11:19) - Jon Voight's Plan to Fix Hollywood (01:28:01) - Kelvin Yu (01:44:23) - Santi Ruiz (02:01:44) - Fil Aronshtein (02:11:49) - James Blom (02:26:36) - Jacob Kimmel

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(03:06) - The Legacy of Warren Buffett (48:35) - Molly O'Shea (01:04:02) - Augustus Doricko (01:16:40) - Bucky Moore (01:44:05) - Katherine Boyle (02:19:31) - Aditya Agarwal

TBPN.com is made possible by:Ramp - https://ramp.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFigma - https://figma.comVanta - https://vanta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(08:09) - a16z Rebranding (17:29) - Cluely Hiring 50 Interns (37:13) - Worldcoin Launches in U.S. (51:05) - Judge Delivers Blow to Apple's Business Model (55:14) - Tesla Price Falls Amid Reporting of Elon's Replacement

TBPN.com is made possible by:Ramp - https://ramp.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:00) - Zach White (07:54) - David Friedberg (15:15) - Jacob Helberg (19:57) - Keith Rabois (28:35) - Zachary Perret (33:02) - Zak Kukoff (40:17) - Mike Solana (01:00:12) - Michael Eisenberg (01:12:57) - Shaun Maguire (01:25:37) - Josh Wolfe (01:43:02) - Delian Asparouhov (01:50:57) - Christian Garrett (01:58:24) - Eric Glyman (02:06:54) - Karim Atiyeh (02:16:14) - Joshua Steinman (02:26:26) - Fil Aronshtein (02:35:27) - Aaron Slodov (02:44:03) - Sampriti Bhattacharyya (02:51:19) - Jared Madfes (03:01:36) - Qasar Younis (03:15:13) - Justin Fishner-Wolfson (03:23:43) - Cornelius Schmitt (03:28:53) - Ryan Peterson (03:41:47) - Augustus Doricko (03:48:49) - JC Btaiche (03:55:35) - Erik Torenberg

TBPN.com is made possible by:Ramp - https://ramp.comLinear - Linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(13:14) - Analysis of Intel Earnings (21:39) - Analysis of TSMC Earnings (30:09) - Amazon Denies Plans to Display Tariff Impact at Checkout (44:26) - TBPN Reacts to Timeline

TBPN.com is made possible by:Ramp - https://ramp.comLinear - Linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:58) - Earnings Season (03:28) - Week-At-A-Glance (15:50) - Magnificent Seven off to Worst Starts Since 2022 (24:03) - The Group Chats That Changed America (30:55) - Huawei Aims to Match NVIDIA with New AI Chip (46:44) - Tech's Favorite Microconferences and Private Summits

Karri Saarinen is the co-founder and CEO of Linear, a popular issue tracking and project management tool. Previously, he was a design lead at Airbnb, focusing on design systems and product development. @karrisaarinenSean Frank is the CEO of Ridge, best known for the Ridge Wallet and expanding the brand into a broader EDC (everyday carry) company. He has a background in e-commerce and performance marketing. @SeanEcomSemil Shah is the founder of Haystack, a venture capital firm that has backed companies like DoorDash and Instacart early on. He is a seasoned investor and writer with deep roots in Silicon Valley. @semilDan Lorenc is the founder and CEO of Chainguard, a startup focused on software supply chain security. Before founding Chainguard, he worked at Google, contributing to critical security projects like Sigstore and Kubernetes. @lorenc_danTBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:30) - Google's Earnings Power Holding Up Well (14:14) - Intel Says Layoffs are in Store (47:14) - The Relationship Between Netflix and The NFL (56:09) - Elon's Friends Sell Access to Stakes in Private Companies (01:06:29) - TBPN Reacts to Tech Polymarkets (01:13:42) - Karri Saarinen (01:34:22) - Sean Frank (02:03:51) - Semil Shah (02:32:02) - Dan Lorenc

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(03:34) - Netflix's Growth Plans Post Earnings (13:34) - AMD's Plan to Beat NVIDIA (28:04) - Delian Asparouhov (54:53) - Leif Abraham & Jannick Malling (01:13:45) - Alfred Wahlforss & Florian Juengermann (01:28:08) - Erik Palitsch (02:03:15) - Saman Farid (02:28:26) - Calley Means

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:10) - Kevin Systrom Says Meta Denied Instagram Resources (08:55) - Aravind Srinivas (51:06) - Ted Feldmann (01:24:41) - Karol Hausman & Lachy Groom (01:55:43) - Sam Lessin (02:27:23) - Bridgit Mendler