TBPN

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(00:14) - OpenAI Acquires TBPN (21:42) - Artemis II Reactions (30:29) - The One-Man $1B Company (41:50) - Timeline Reactions (46:39) - Best Quarter for Big Deals Ever (54:26) - Private Credit's Evangelist Under Fire (01:03:47) - Apple at 50 (01:24:48) - Marc Lore, an American entrepreneur and investor, is renowned for founding Diapers.com and Jet.com, both of which were acquired by Amazon and Walmart, respectively. In the conversation, he discusses his journey from investment banking to launching these e-commerce ventures, highlighting his innovative approaches to logistics and customer experience. He also shares insights into his latest venture, Wonder, a food delivery startup aiming to revolutionize the industry by integrating technology and culinary expertise. (01:54:33) - Adam Meyers, head of counter adversary operations at CrowdStrike and host of the Adversary Universe podcast, discusses the recent surge in software supply chain attacks, emphasizing the role of developers in securing their code and the importance of multi-factor authentication to protect against identity-based threats. He highlights the increasing sophistication of adversaries, such as North Korean groups targeting developers to steal cryptocurrencies for funding weapons programs. Meyers also underscores the necessity for organizations to monitor suspicious behaviors at endpoints and during build processes to detect and prevent potential security breaches. (02:07:16) - Jeremy Allaire, co-founder and CEO of Circle, has a background in founding and leading technology companies, including Allaire Corporation and Brightcove. In the conversation, he discusses the expansion of Circle's platform beyond its stablecoin USDC, highlighting the development of the ARK operating system and the company's focus on simplifying payments and providing infrastructure for developers. He also emphasizes the growing role of USDC in agent-to-agent economic transactions, noting its dominance in this emerging market and the potential for exponential growth as AI agents increasingly engage in financial activities. (02:32:05) - Justin Levine, co-founder and CEO of Shepherd, an AI-native insurance company focusing on large-scale industries like construction and renewable energy, discusses the current construction super cycle driven by AI infrastructure, highlighting a $400 billion infrastructure spend this year alone. He explains Shepherd's role in providing insurance solutions to developers and contractors involved in building data centers and energy assets, emphasizing their innovative approach to underwriting and risk management. Levine also details Shepherd's recent $42 million Series B funding led by Intact Private Capital, underscoring the industry's recognition of the transformative impact of AI on underwriting processes. (02:40:27) - Gaurav Misra, CEO of Mirage, discusses the company's recent $75 million funding round aimed at expanding their AI-driven video editing app, Captions, into new markets, particularly in Asia. He emphasizes their unique approach of combining user-generated media with AI-generated content to create cohesive narratives, catering to small businesses and individuals seeking to market themselves effectively. Misra also highlights plans to broaden the app's use cases beyond simple captioning, focusing on automating various video editing tasks to attract a diverse user base. (02:49:46) - Philip Johnston, co-founder and CEO of Starcloud, discusses the company's recent $170 million Series A funding at a $1.1 billion valuation, making it the fastest unicorn in Y Combinator history. He outlines plans to build a constellation of 88,000 satellites, aiming to deploy 20 gigawatts of compute capacity in space, and highlights collaborations with Nvidia on space-optimized chips and the development of deployable radiators for thermal management. Johnston also emphasizes the potential of space-based data centers to alleviate terrestrial energy constraints by harnessing continuous solar power. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full interview with Eddy Cue, recorded live on TBPN.We discuss his early years at Apple, his admiration for Steve Jobs' innovation, and the challenges of launching the original Apple online store amidst concerns from traditional retail channels.Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full interview with Tae Kim, recorded live on TBPN.We discuss why he believes fears around Nvidia and AI infrastructure are overblown despite recent market pullbacks, unpack how exploding inference demand from coding agents and enterprise adoption is driving a sustained compute shortage that Nvidia is uniquely positioned to capture after locking up key supply, and debate what this next wave of AI means for everything from GPU scarcity and chip strategy to token demand, vertical agents, and whether the current boom is the early innings of a multi-year expansion or the setup for a future compute glut.Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(01:49) - The Lawyer Who Beat Meta and Google (15:44) - The Social Media Addiction Placebo Controlled Trial (32:54) - Revisiting The Jetsons (42:16) - What I Hate Most About Hotel Room Tech (48:37) - Sysco to Acquire Restaurant Depot (51:08) - Office Chair Racing (01:00:08) - Tae Kim, a financial analyst and founder of the newsletter "Key Context," discusses the recent volatility in Nvidia's stock, attributing it to cyclical market fears rather than fundamental issues, and highlights the company's strategic acquisitions and partnerships, such as with Groq, to meet surging AI inference demand. He emphasizes Nvidia's proactive supply chain management and strong relationships with TSMC to secure wafer allocations, positioning the company to capitalize on the growing AI market. Additionally, Kim notes the increasing demand for CPUs driven by AI agents, suggesting a significant trend in the tech industry. (01:30:37) - Logan Bartlett, Managing Director at Redpoint Ventures, discusses the disconnect between public and private market valuations in the software industry, highlighting how public software companies trade at lower multiples compared to their private counterparts. He attributes this to public investors' concerns over stock-based compensation and questions about the long-term terminal value of these businesses. Bartlett also emphasizes the cultural challenges incumbent companies face in adapting to rapid technological shifts, particularly in integrating AI capabilities, which may hinder their ability to capture new market opportunities. (02:09:37) - Sam Stephenson, co-founder and CTO of Granola, an AI-powered meeting notepad, discusses the company's recent $125 million Series C funding led by Index Ventures, bringing its valuation to $1.5 billion. He highlights Granola's evolution from a personal note-taking app to an enterprise solution, emphasizing the importance of capturing meeting contexts to enhance company operations. Stephenson also addresses the challenges of integrating AI into meeting tools, noting the complexities of understanding social nuances and the necessity of building features that seamlessly fit into users' workflows. (02:23:38) - Ben Broca, founder of Polsia, discusses his AI platform that autonomously builds and manages companies by handling tasks such as product development, marketing, and customer support. He emphasizes the importance of configuring AI models with the right tools and orchestration to achieve desired outcomes, and highlights that while AI can automate operational tasks, human input remains crucial for aspects like branding and understanding market trends. Broca also shares that Polsia has rapidly grown, with over 500 companies utilizing the platform, and mentions the intentional naming of Polsia as "AI Slop" spelled backward to spark conversation. (02:34:28) - Brett Adcock, founder and CEO of Figure AI, has launched Hark, an AI lab focused on developing advanced personalized intelligence by integrating multimodal AI models with next-generation hardware interfaces. In the conversation, Adcock discusses the limitations of current AI systems and devices, emphasizing the need for proactive, personalized AI that can interact naturally through speech, text, and vision, and highlights Hark's efforts to address these gaps by building both the models and hardware interfaces necessary for a seamless AI experience. (02:44:47) - Andrei Serban is the founder and CEO of Console, an AI-driven platform that automates IT support tasks directly within communication tools like Slack. In the conversation, he discusses Console's recent launch of "Assistant," a feature that automates complex, multi-system tasks such as investigating internet outages and deploying software updates. He also highlights how Assistant enables IT teams to build their own integrations, allowing for rapid adaptation to specific needs without extensive engineering resources. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/pod

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(01:53) - Novartis to Buy Excellergy for $2B (11:04) - 𝕏 Timeline Reactions (24:08) - Anthropic Stories (33:06) - Mansion Section (54:23) - Billy Boman, an AI visual creator and educator, discusses his journey from a creative upbringing and formal design education to roles in fashion and tech, culminating in his current focus on AI-driven content creation. He highlights his work on high-profile projects, including AI-generated commercials and music videos, and emphasizes the transformative impact of AI on the creative industry. Boman also shares insights into his teaching role at Berghs School of Communication, where he integrates AI tools into the curriculum to prepare students for the evolving landscape of digital storytelling. (01:27:27) - Benjamin Miller, co-founder and CEO of Fundrise, discusses the company's mission to democratize real estate investing through technology, making high-quality investments accessible to a broader audience. He highlights the recent public listing of the Fundrise Innovation Fund (VCX) on the New York Stock Exchange, emphasizing its role in providing investors with exposure to private technology companies. Miller also elaborates on Fundrise's strategic approach to venture capital, focusing on building relationships with top private companies and leveraging their extensive customer base to add value beyond capital investment. (01:48:47) - Faris Sbahi, Founder and CEO of Normal Computing, discusses how his company collaborates with leading semiconductor firms to design custom silicon and is developing ultra-efficient ASICs focused on energy efficiency. He highlights the industry's shift towards heterogeneous computing, emphasizing the need for specialized chips tailored to specific workloads, and introduces thermodynamic computing as a novel approach to enhance energy efficiency in AI workloads. Sbahi also announces a $50 million accelerator round led by Samsung to further these initiatives. (01:55:38) - Evan Loomis, General Partner at Overmatch Ventures and co-founder of ICON, discusses the firm's recent $250 million fund closure aimed at investing in deep tech, defense, and space sectors, with plans to build a concentrated portfolio of approximately 25 companies. He emphasizes the urgency for the U.S. to lead in critical technologies like artificial intelligence and advanced defense systems, expressing confidence in the nation's innovative capacity despite current challenges. Loomis also highlights ICON's achievements, including 3D-printing the first home in the U.S. and collaborating with NASA to construct a lunar habitat. (02:04:18) - Anvisha Pai, founder and CEO of Moda, discusses the launch of Moda, an AI design tool that enables non-designers to create fully editable slides, social graphics, and landing page mockups. Unlike other AI design tools, Moda offers a fully editable canvas, allowing users to adjust text boxes and move elements freely. The company recently announced a $7.5 million funding round led by General Catalyst, with participation from the founder of Dropbox, Arash Ferdowsi. (02:18:13) - Ryan Tseng, President, Co-Founder, and Chief Strategy Officer of Shield AI, a defense technology company specializing in AI-powered autonomous systems, announced the completion of a $2 billion financing round at a $12.7 billion valuation and the acquisition of Echelon Technologies, a leader in physics-based simulation for high-end aviation training. He discussed the company's mission to protect service members and civilians through advanced aircraft and AI pilots, emphasizing the importance of autonomy in modern defense operations. Tseng also highlighted the integration of Echelon's simulation capabilities to enhance the development and deployment of autonomous systems, aiming to accelerate the proliferation of high-performance, high-assurance autonomy in defense applications. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.

This is our full interview with Nima Jalali, recorded live on TBPN.We discuss how he went from pro snowboarder to building one of the fastest-growing personal care brands in the market, unpack why relentless product obsession, profitability from day one, and brand building over playbook thinking helped the company scale to $165 million in revenue, and debate what aspiring consumer founders can learn from his unconventional path on everything from product development and retail expansion to focus, funding, and building a legacy brand that can last for generations.Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(02:36) - Arm's $15B Chip Bet (14:38) - Sanders & AOC: Pause Data Centers (27:54) - Meta & YouTube Lose Addiction Trial (37:08) - 𝕏 Timeline Reactions (44:34) - "Thou Shalt Not Steal" Op-Ed Reaction (52:20) - 𝕏 Timeline Reactions (01:13:50) - Eric Goldman, Associate Dean for Research and Professor of Law at Santa Clara University School of Law, specializes in Internet Law, Intellectual Property, and Advertising & Marketing Law. He discusses the recent California state court case where a jury awarded $6 million in damages to a plaintiff who alleged that social media platforms contributed to her mental health issues. Goldman highlights the broader implications of this verdict, noting that it could set a precedent for numerous similar lawsuits pending across the country, potentially leading to significant financial liabilities for social media companies and prompting changes in platform design and regulation. 01:29:55 Nima Jalali, a former professional snowboarder from Los Angeles, is the founder and CEO of Salt & Stone, a natural skincare brand established in 2017. In the conversation, he discusses his transition from snowboarding to entrepreneurship, emphasizing the importance of creating high-performing, design-led products that resonate with consumers. Jalali highlights the brand's rapid growth, its focus on quality and authenticity, and the significance of building a lasting legacy through relentless dedication and strategic partnerships. 01:59:21 Jon McNeill, an American businessman and entrepreneur, has held prominent roles including President of Global Sales and Service at Tesla and Chief Operating Officer at Lyft. In the conversation, he discusses the operational framework he developed at Tesla, emphasizing principles such as questioning every requirement, simplifying processes, accelerating workflows, and automating last. He illustrates these concepts with examples, like reducing Tesla's online purchase process from 64 to 20 clicks by eliminating non-essential steps, and highlights the importance of maintaining focus and agility within organizations to drive innovation and efficiency. (02:19:48) - Karri Saarinen, co-founder and CEO of Linear, a software development company founded in 2019, discusses the need to rethink traditional issue tracking systems, emphasizing that outdated processes hinder efficiency in the era of AI agents. He highlights the importance of simplifying workflows and leveraging AI to automate tasks, allowing engineers to focus on more complex problems. Saarinen also introduces Linear's new features, such as the Linear Agent, designed to enhance productivity by providing context and automating routine tasks. (02:35:03) - Dimi Kellari, co-founder and CEO of Neion Bio, discusses how his company genetically engineers chickens to produce medicines within their eggs, aiming to reduce drug manufacturing costs and enhance accessibility. With a background in aerospace engineering, Kellari transitioned to biotech to address challenges in drug pricing and supply chains. He highlights a recent commercial deal to bring up to three biosimilar drugs to market, emphasizing the scalability of their approach, where a few thousand chickens can produce the global supply of a drug like Humira. (02:41:13) - Mikey Shulman, co-founder and CEO of Suno, an AI-driven music creation platform, discusses the company's focus on providing fulfilling creative experiences in consumer entertainment, emphasizing their identity as a consumer and entertainment company rather than a traditional AI lab. He highlights the platform's growth, noting the recent milestone of 2 million subscribers and $300 million in annual recurring revenue, attributing this success to the team's hard work and innovative engagement strategies. Shulman also introduces new product features, including a model that allows users to create music using their own voices, enhancing personalization and accessibility in music creation. (02:52:25) - Aida Baradari, a Harvard physics graduate, is the founder of Valence, a company dedicated to protecting personal freedom through innovative technology. She discusses the development of a smart ultrasonic jammer that detects nearby recording devices and emits targeted distortion signals, ensuring private conversations remain confidential. Baradari also addresses the device's applications for privacy-conscious individuals and organizations, its current price point, and the legal considerations surrounding its use. (02:59:55) - Zack Kanter, founder and CEO of Stedi, discusses his journey from leading an auto parts business to establishing Stedi, a healthcare clearinghouse that processes administrative transactions in the healthcare sector. He explains how Stedi facilitates real-time eligibility checks and claims processing, handling tens of millions of transactions monthly. Kanter also highlights the company's growth, noting that Stedi has raise

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(00:53) - The Benchmark Ship of Theseus (14:16) - OpenAI to Kill Sora (23:56) - 𝕏 Timeline Reactions (43:07) - SpaceX Could File for an IPO This Week (51:57) - Manus Founder Stuck in China (59:34) - Mike Knoop is the co-founder of Zapier, the automation platform that connects apps and workflows without code. He is also a co-founder of the ARC Prize, an initiative advancing progress toward artificial general intelligence through benchmark-driven research, and now focuses on early-stage investing and technical projects across AI and software infrastructure. (01:22:33) - Nathan Benaich is the founder and general partner of Air Street Capital, a venture firm focused on AI-first companies. He is also the creator of the State of AI Report, one of the most widely read annual analyses of the AI industry, and co-founded the AI research hub RAAIS (Research and Applied AI Summit). (01:35:26) - Rohin Dhar is a San Francisco–based real estate agent specializing in residential properties. He works with buyers and sellers across the Bay Area, focusing on navigating competitive markets and helping clients make informed investment and housing decisions. (01:46:42) - Eric Jorgenson is an author and investor best known for The Almanack of Naval Ravikant and The Book of Elon, where he distills the ideas, strategies, and operating principles behind Elon Musk’s approach to building companies. He writes about leverage, decision-making, and product-building while working with early-stage startups. (02:00:28) - Jenny Just & Matt Hulsizer are the co-founders and managing partners of PEAK6, a financial services and technology firm spanning trading, investing, and venture. They focuses on building and backing companies across fintech, consumer, and education, and is known for their emphasis on performance culture and long-term value creation. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(06:46) - Who Won The Great Peptide Debate (13:57) - Ternus Steps Into Apple Spotlight (34:12) - TBPN Featured in Fast Company (39:11) - OpenAI's Non-Profit to Spend $1B in 2026 (40:59) - 𝕏 Timeline Reactions (50:52) - Chase Lochmiller is the co-founder and CEO of Crusoe, an energy and computing company that uses stranded natural gas to power data centers and AI workloads. He focuses on aligning energy production with high-performance computing demand, turning wasted resources into infrastructure for machine learning and cloud services. (01:06:04) - Ryan Petersen is the founder and CEO of Flexport, a global logistics and freight forwarding company using software to modernize supply chains. He is known for his hands-on leadership style and for bringing transparency, data, and real-time visibility to international shipping and trade. (01:20:49) - 𝕏 Timeline Reactions (01:23:28) - Scott Nolan is the founder and CEO of General Matter, a company focused on advanced materials and next-generation industrial technologies. He previously was a partner at Founders Fund, where he invested in frontier sectors like aerospace, defense, and manufacturing, and continues to focus on building technically ambitious companies with long-term impact. (01:35:19) - Sarah Guo is the founder of Conviction, a venture firm focused on AI-native companies. She was previously a general partner at Greylock, where she led investments in companies like Figma, and is known for backing founders building across the AI stack—from infrastructure to applications. (01:48:41) - 𝕏 Timeline Reactions (01:55:39) - Casey Handmer is the co-founder and CEO of Terraform Industries, a company focused on producing low-cost synthetic fuels using renewable energy. A former physicist at NASA’s Jet Propulsion Laboratory, he writes extensively on energy, climate, and industrial systems, with an emphasis on scaling technologies that enable abundant clean energy. (02:04:42) - Shaun Maguire is a partner at Sequoia Capital focused on early-stage investments in AI, infrastructure, and frontier technologies. He previously founded Expanse, a cybersecurity company acquired by Palo Alto Networks, and is known for backing technically ambitious founders and writing about geopolitics, defense, and the future of software. (02:19:09) - 𝕏 Timeline Reactions (02:24:13) - Delian Asparouhov is a partner at Founders Fund focused on frontier technologies, including aerospace, defense, and advanced manufacturing. He previously co-founded Varda Space Industries, which builds space-based manufacturing infrastructure, and works closely with companies pushing the boundaries of hardware and national security tech. (02:36:44) - Zach Dell is the co-founder and CEO of Base Power, a company building distributed battery systems to stabilize the electrical grid and provide backup power to homes. He previously worked in venture capital at Thrive Capital and focuses on applying software and capital to modernize energy infrastructure. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full interview with Martin Shkreli and Max Marchione, recorded live on TBPN.We discuss the sharp divide between biotech orthodoxy and the rising peptide movement, unpack the fight over whether compounds like BPC-157 are dangerous gray-market hype or promising under-researched tools with real-world patient impact, and debate whether the FDA should hold the line on traditional evidence standards or adapt to a world where off-label experimentation, compounding, and anecdotal outcomes are already forcing the issue.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(01:22) - SpaceX's Lunar Mass Driver (41:12) - 𝕏 Timeline Reactions (54:37) - AI Coming for Zuck's Job (58:17) - The Great Peptide Debate w/ Martin Shkreli & Max Marchione. Martin Shkreli, often referred to as the "Pharma Bro," is an American investor and former pharmaceutical executive known for his controversial decision to drastically increase the price of the life-saving drug Daraprim. In the conversation, Shkreli expresses skepticism about the growing popularity of peptides, attributing it to psychological factors like identity control and distrust of institutions. He emphasizes the importance of adhering to established pharmaceutical practices and regulatory frameworks to ensure drug safety and efficacy. Max Marchione is the co-founder of Superpower, a health optimization platform focused on proactive, data-driven care and longevity. He works at the intersection of consumer health, diagnostics, and software, building tools that give users deeper visibility into their biology and long-term health. (01:31:35) - Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the firm's recent closure of its $3.5 billion Fund 7, highlighting the strong interest from both existing and new limited partners. He emphasizes Lead Edge's unique approach, leveraging a diverse LP base of world-class executives and entrepreneurs to support portfolio companies through customer introductions, recruiting, and advisory roles. Green also addresses the resilience of the software industry, countering notions of a "SaaS apocalypse" by underscoring the enduring value and stickiness of enterprise software solutions. (01:43:28) - Shane Hegde, co-founder and CEO of Air, a creative operations platform, discusses the company's recent initiatives, including a new ad campaign in The New York Times and their most significant product release to date. He emphasizes that while AI is a powerful tool, it cannot replace the deeply subjective and perfection-driven nature of creative work. Hegde introduces five new features launching tomorrow: access to 50 AI models within Air, a canvas editor for asset manipulation, AI agents for automated edits, a context layer to maintain brand consistency, and a shift to usage-based pricing. (01:52:53) - Dr. Adam Oskowitz, co-founder and Chief Medical Officer of Doctronic, discusses their AI-native care platform that offers free, 24/7 health consultations, connecting users to licensed doctors across all 50 states for $39 per visit. He highlights the platform's efficiency, enabling doctors to see more patients per hour compared to traditional telehealth services, and mentions a pilot program in Utah where their AI system can renew prescriptions without direct physician involvement. Additionally, Dr. Oskowitz notes that the platform's ease of use encourages users to seek care they might otherwise forgo, addressing the longstanding supply-demand mismatch in medicine. (02:00:16) - Robin Vince, CEO of BNY Mellon, discusses the bank's strategic focus on integrating artificial intelligence (AI) to enhance operational efficiency, enrich client services, and expand its service offerings. He highlights the development of Eliza, BNY Mellon's enterprise AI platform, which supports over 125 AI-enabled solutions and empowers employees to build custom AI agents, fostering a culture of innovation. Vince also emphasizes the importance of responsible AI adoption, underscored by BNY Mellon's collaboration with Carnegie Mellon University to advance AI research and education. (02:17:26) - David Senra is the host of the Founders podcast, where he studies and distills the lives of history’s greatest entrepreneurs. Through deep dives into biographies of figures like Steve Jobs, Estée Lauder, and Henry Ford, he focuses on the patterns, habits, and principles behind building enduring companies. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

This is our full interview with Mark Cuban, recorded live on TBPN.We discuss why he believes AI agents are spawning a new wave of startups across every vertical despite most still struggling to find traction, unpack his contrarian take that humanoid robots will fail as the world instead redesigns environments around specialized machines, and debate how AI is reshaping everything from cold email and small business operations to Shark Tank, self-driving cars, and what the next generation of founders should actually be building.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(02:22) - AI Side Quests (18:42) - 𝕏 Timeline Reactions (41:12) - Jensen Huang on Going to Space (44:38) - Zaslav's Payday (48:21) - Carried No, an anonymous X user known for his distinctive profile picture, discusses the unfolding crisis in software private equity and private credit markets, highlighting the unsustainable financing structures that have led to a looming debt repayment cliff in 2028-2029. He emphasizes the role of AI disruption in accelerating these challenges, as enterprise customers shift to shorter contract terms due to technological uncertainties, thereby undermining the traditional stability of software investments. Carried No also critiques the slow adoption of AI strategies within private equity firms, suggesting that without integrating AI expertise into their operations, these firms risk obsolescence in an increasingly competitive landscape. (01:17:04) - 𝕏 Timeline Reactions (01:19:38) - SF Housing Market is Back (01:23:49) - 𝕏 Timeline Reactions (01:30:56) - Shyam Sankar, Chief Technology Officer and Executive Vice President of Palantir Technologies, has been instrumental in transforming the company from a startup to a global leader in software and AI solutions. In the conversation, he discusses the urgent need to revitalize the American industrial base to enhance national defense capabilities, emphasizing the role of AI in empowering workers and streamlining manufacturing processes. Sankar also highlights the importance of fostering a culture of innovation and agency among individuals to drive meaningful change in the defense sector. (01:58:03) - 𝕏 Timeline Reactions (02:00:18) - Gili Raanan, founder of Cyberstarts and a prominent cybersecurity investor, discusses the rapid acceleration of technological advancements, noting that while the last technological doubling took 170 years, the next is expected within 25 years, leading to unprecedented changes. He emphasizes the need for proactive safeguards to manage emerging risks, particularly in artificial intelligence, to prevent scenarios reminiscent of science fiction dystopias. Raanan also highlights the importance of collaboration among cybersecurity leaders to address the expanding threat landscape and ensure a safer future. (02:15:17) - 𝕏 Timeline Reactions (02:22:36) - Anna Patterson, founder of Ceramic AI and former Google VP of Engineering, discusses her company's mission to reduce search costs to 5 cents per thousand queries, aligning them with inference costs. She explains that while inference costs have decreased to approximately 50 cents per thousand, search remains expensive at $5 to $15 per thousand queries, likening this disparity to the high cost of salsa compared to tacos. Patterson also highlights Ceramic AI's capabilities, including a 40-billion-page web search and proprietary systems, emphasizing their supervised generation approach to minimize hallucinations and enhance application affordability and speed. (02:31:09) - Jake Loosararian, co-founder and CEO of Gecko Robotics, discusses founding the company in 2013 to address critical infrastructure failures in industries like energy and defense. He highlights the development of wall-climbing robots equipped with advanced sensors to inspect and predict maintenance needs, enhancing safety and efficiency. Loosararian also shares his journey from bootstrapping the startup to achieving a valuation exceeding $1 billion, emphasizing the importance of perseverance and innovation in solving complex industrial challenges. (02:48:00) - 𝕏 Timeline Reactions TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full interview with Travis Kalanick, recorded live on TBPN.We discuss why he kept City Storage Systems in stealth for nearly eight years before reemerging as Atoms, unpack how his bet on real estate, robotics, autonomous delivery, and industrial infrastructure is designed to bring the economics of prepared food closer to grocery-store prices, and debate what the next era of physical AI could look like from mining and transport to specialized robotics, capital wars, and a future where human labor becomes the critical bottleneck in an increasingly automated world.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full interview with Alex Karp, recorded live on TBPN.We discuss why AI could eliminate large numbers of white-collar jobs and trigger political backlash against the tech industry, unpack how Palantir’s hybrid model of software, deployment teams, and institutional knowledge allows companies to transform operations in months rather than years, and debate what the United States must do to stay competitive in the AI era from rebuilding domestic manufacturing and expanding vocational education to preparing for a world where AI development shapes geopolitics, national security, and the future of work.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(01:21) - Dan Ives is a prominent American technology analyst and Managing Director at Wedbush Securities. He is widely known for his coverage of major tech companies, particularly Apple, Tesla, and Microsoft. Ives frequently appears in financial media, offering commentary on the tech sector, market trends, and emerging technologies like artificial intelligence. Over the years, he has built a reputation for being one of Wall Street’s most visible and outspoken tech analysts. (11:03) - Eric Brock is an American business executive and technology entrepreneur best known as the Chairman and CEO of Ondas Holdings. Under his leadership, the company has focused on developing private wireless networks and autonomous drone technologies used in sectors such as defense, rail, and industrial infrastructure. (18:07) - Casey Lane is a business executive who serves as the Chief Executive Officer of Teton Ridge. Teton Ridge focuses on producing and promoting Western lifestyle content, including rodeo and equestrian sports, media production, and live events that celebrate Western culture. (32:07) - Ted Mabrey is a technology executive and entrepreneur who serves as the Global Head of Commercial at Palantir Technologies. In this role, he oversees the company’s commercial business, helping private-sector organizations adopt Palantir’s data analytics and artificial intelligence platforms. (54:18) - Alex Karp is an American businessman and entrepreneur best known as the co-founder and Chief Executive Officer of Palantir Technologies. He helped found the company in 2003 alongside figures including Peter Thiel to build software that helps governments and organizations analyze large, complex datasets. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com(01:04) - It's a Gongworthy Day (06:53) - 𝕏 Timeline Reactions (18:54) - BYD F1 (26:34) - Nvidia Invests in Thinking Machines (31:04) - 𝕏 Timeline Reactions (32:35) - Meta Acquires Moltbook (41:32) - 𝕏 Timeline Reactions (58:29) - Gulf Data Centers: A Bad Idea? (01:02:14) - 𝕏 Timeline Reactions (01:10:25) - Olivia Moore, a partner at Andreessen Horowitz, discusses the firm's bi-annual report on the top 100 generative AI consumer apps, highlighting the rise of AI agents like Genspark and Manus, and the evolving competition among ChatGPT, Claude, and Gemini. She emphasizes the importance of understanding mainstream AI adoption beyond the tech community, noting the need to adapt data collection methods to capture desktop product usage and consumer payment behaviors. Moore also addresses the challenges faced by standalone image generators due to advancements in integrated AI features within platforms like ChatGPT and Gemini. (01:33:47) - David Paffenholz, co-founder and CEO of Juicebox, an AI-powered recruiting platform, announced the company's $80 million Series B funding, valuing it at $800 million. He highlighted Juicebox's growth from four to 40 employees, tripling annual recurring revenue, and expanding its client base to over 5,000 companies, including large enterprises like defense contractors and financial institutions. Paffenholz emphasized the shift towards outbound recruiting due to increased AI-generated application spam and discussed Juicebox's business model, which offers per-seat licenses and per-job agents to streamline talent sourcing. (01:42:55) - Adam Goldstein, founder and CEO of Archer Aviation, discusses his transition from the software industry to aviation, driven by a desire to create impactful and enjoyable technology. He explains the development of electric vertical takeoff and landing (eVTOL) aircraft, emphasizing their safety, efficiency, and potential to revolutionize urban transportation. Goldstein also highlights Archer's progress in manufacturing, certification, and strategic partnerships, including their selection as the exclusive air taxi provider for the LA28 Summer Olympics. (01:57:33) - Max Junestrand, co-founder and CEO of Legora, an AI-native legal workspace, discusses the company's recent $550 million Series D funding round, valuing it at $5.55 billion, and its expansion into the U.S. market with new offices in Houston and Chicago. He highlights the growing adoption of AI in legal practices, noting significant traction in M&A and corporate departments, and emphasizes the importance of integrating AI to enhance efficiency and competitiveness in the legal industry. (02:07:41) - 𝕏 Timeline Reactions (02:14:56) - Allan McLennan, founder and chief executive of PADEM Media Group, is a seasoned leader in global media and entertainment, with over three decades of experience spanning technology providers, studios, and broadcasters worldwide. He discusses his optimism about Hollywood's future, emphasizing the enduring appeal of its creative storytellers and the industry's resilience despite challenges like the SAG-AFTRA strike. McLennan highlights the evolving landscape of film budgets, noting the potential for lower-budget films to rival traditional blockbusters, and underscores the importance of audience engagement and the role of AI as a valuable tool in content creation. (02:28:13) - Jagdeep Singh, co-founder of Roda AI, discusses the development of general-purpose intelligent robot foundation models aimed at addressing challenges in manufacturing and logistics. He highlights the limitations of traditional robots, which follow predefined trajectories and struggle with variability, and critiques current vision-language-action models for their reliance on small, lab-specific datasets that fail in real-world applications. Singh introduces Roda AI's innovative approach of training models on extensive internet video data to enhance robots' adaptability and generalization capabilities, complemented by minimal teleoperation for task-specific fine-tuning. (02:40:18) - Scott Hickle, co-founder and CEO of Throne Science, discusses the development of Throne One, a device that attaches to toilets to monitor gut health, hydration, and prostate health automatically. He explains the journey from the company's initial focus on nurse staffing to creating this health monitoring device, emphasizing its hands-free operation and the use of computer vision models to analyze health metrics. Hickle also highlights the device's potential to detect early signs of gastrointestinal and urinary tract cancers by identifying microscopic blood in waste, positioning Throne One as a proactive health tool. (02:52:14) - 𝕏 Timeline Reactions TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - ht

This is our full interview with Alex Epstein, recorded live on TBPN.We discuss how the Iran conflict and the threat to the Strait of Hormuz could send shockwaves through global oil markets, unpack why roughly 20% of the world’s oil flows through a single chokepoint with no real replacement routes, and debate what governments can actually do in a crisis from strategic petroleum reserves and Saudi spare capacity to scrapping the Jones Act and deepening energy ties with Canada to stabilize the global economy.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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