
TBPN
527 episodes — Page 4 of 11

Ep 377FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
This is our full interview with OpenAI CEO Sam Altman, recorded live on TBPN.We discuss Anthropic's Super Bowl ads, Codex 5.3, why managing AI agents is the next interface shift, and how chips, power, and compute bottlenecks will shape the future of AI.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Ep 376Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet 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.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
Ep 375Our Super Bowl Ad, Walmart hits $1T, Ken is Sick of Griftin | Dara Khosrowshahi, Mati Staniszewski & Andrew Reed, Gergely Orosz, Mitchell Green, Simon Hørup Eskildsen, KJ Dhaliwal, Nicolas Sharp
Sign up for TBPN’s daily newsletter at TBPN.com(00:17) - Our Super Bowl Ad (06:43) - Ads in AI Commercial Reactions (31:11) - Walmart hits $1T (35:05) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a company specializing in AI-driven voice synthesis, discusses the company's recent $500 million Series D funding round, valuing ElevenLabs at $11 billion, and highlights the rapid growth in annual recurring revenue, reaching $330 million by the end of 2025. He emphasizes the expansion of their product offerings, including advancements in voice agents and conversational models, and notes significant enterprise adoption with clients like Deutsche Telekom and Revolut. Additionally, Staniszewski introduces Andrew Reed from Sequoia as a new board member, underscoring the company's commitment to innovation and leadership in the AI voice technology sector. (50:53) - 𝕏 Timeline Reactions (01:01:06) - Gergely Orosz is a seasoned software engineer and author of "The Pragmatic Engineer" newsletter, focusing on in-depth topics for experienced professionals. In the conversation, he discusses the transformative impact of AI on software engineering, emphasizing the shift from traditional coding to AI-assisted development and the importance of adaptability in this evolving landscape. He also highlights the value of hiring interns proficient in AI tools to enhance team productivity and underscores the need for engineers to develop business acumen and product sense to remain competitive. (01:22:31) - Dara Khosrowshahi, an Iranian-American business executive born in 1969, is the CEO of Uber and previously led Expedia Group. In the conversation, he discusses Uber's strong earnings, highlighting a 22% trip growth and nearly $10 billion in free cash flow, emphasizing the company's supply-led strategy and the integration of rides and Uber Eats to enhance customer engagement. (01:48:37) - Mitchell Green, Founder and Managing Partner at Lead Edge Capital, a $5 billion growth equity firm, discusses the rapid evolution of software development through AI-driven "vibe coding," expressing skepticism about its ability to replace complex, trust-based enterprise software solutions. He highlights the undervaluation of established software companies like PayPal and Workday, emphasizing the importance of trust and reliability in their offerings. Green also touches on the dynamics of the IPO market, noting that strong companies can go public successfully even in uncertain times, and shares his personal interest in motorsports, including plans to participate in races at Le Mans and Monaco. (02:16:16) - Breaking News: Sama Responds to Anthropic Ads (02:19:50) - Simon Hørup Eskildsen is the co-founder and CEO of Turbopuffer, a company specializing in serverless vector databases. He discusses the rapid adoption of agentic coding, emphasizing the need for efficient search engines to handle vast data volumes, and highlights Turbopuffer's role in enabling companies to build their own scalable search infrastructures. Additionally, he addresses challenges in compute resource availability and the importance of honest representation in client partnerships. (02:36:56) - 𝕏 Timeline Reactions (02:43:17) - KJ Dhaliwal, CEO and co-founder of Lotus Health AI, discusses the company's mission to provide free, AI-powered primary care directly to consumers, addressing the shortage of primary care physicians in the U.S. He highlights the platform's ability to handle 80% of primary care needs virtually, including prescriptions and lab orders, by integrating patient health data with AI and real doctors. Dhaliwal also mentions their recent $41 million funding round led by Kleiner Perkins and CRV, and outlines plans for monetization through premium content and employer partnerships. (02:53:16) - Nicolas Sharp, Co-Founder and CEO of Attio, discusses the launch of "Ask Atio," a conversational AI interface designed to help users interpret and act on extensive CRM data, including calls, emails, and customer interactions. He highlights the industry's growing consensus on the potential disruption of incumbent CRM systems by AI-native solutions and emphasizes Attio's commitment to supporting diverse integrations through a robust SDK and open platform. Looking ahead, Sharp outlines plans for rapid product development, aiming to balance scaling the company with continuous innovation to meet ambitious targets. (03:00:52) - Ken Griffin Blasts White House "Favoritism" (03:06:04) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.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://nys

Ep 374SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet 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.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
Ep 373Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel
Sign up for TBPN’s daily newsletter at TBPN.com(00:51) - Timeline Reactions (49:06) - Aaron Levie, co-founder and CEO of Box, a leading enterprise cloud company, discusses the rapid advancements in AI and their transformative impact on enterprise software. He emphasizes the development of AI agents capable of handling complex tasks with unstructured data, highlighting the unprecedented pace of change in AI research and best practices. Levie also addresses the evolving role of AI in enterprise SaaS, suggesting a future where AI agents complement existing software systems, enhancing productivity without replacing core business processes. (01:09:35) - Chuck Robbins, Chairman and CEO of Cisco Systems, discussed the company's focus on AI at the Cisco AI Summit, covering topics from evolving models to necessary infrastructure, and highlighted the intersection of technology and geopolitics at the recent Davos meeting. He also shared insights into his background, including his transition from a mathematics degree to a career in technology, and emphasized the importance of balancing technical skills with emotional intelligence for leadership success. (01:28:10) - Jeetu Patel, Cisco's President and Chief Product Officer, discusses the company's strategic shift towards becoming a platform-centric organization, emphasizing the importance of ecosystem collaboration over a zero-sum mentality. He highlights the significance of the Splunk acquisition in enhancing data correlation for improved security measures and underscores the critical role of networking infrastructure in supporting AI advancements. Patel also addresses the evolving nature of software development, noting the increasing reliance on AI for code generation and the necessity for robust review processes to maintain quality. (01:54:42) - Costa Kladianos, Executive Vice President and Head of Technology for the San Francisco 49ers and Levi's Stadium, discusses his team's role in managing stadium operations, including ticketing, point-of-sale systems, Wi-Fi, network infrastructure, and cybersecurity, aiming to provide a seamless fan experience. He highlights the evolution of stadium technology to enhance in-person attendance by integrating social experiences and advanced data access, making live games more appealing than home viewing. Kladianos emphasizes the critical importance of robust network infrastructure and proactive cybersecurity measures to ensure uninterrupted operations and protect against diverse threats, given the stadium's high visibility and technological expectations. (02:03:02) - Dylan Patel is the founder of SemiAnalysis, the leading research and consulting firm for AI infrastructure and buildouts. Their publication is broadly respected, and they sell data to many hyperscalers and AI labs. In this episode, almost all of what we discussed has never been said publicly. TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comKalshi - https://kalshi.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 373FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
This is our full interview with SemiAnalysis Founder and CEO Dylan Patel, recorded live on TBPN at the Cisco AI Summit in San Francisco. We discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Ep 372Full Interview: Moltbook Creator’s First Appearance Since Launch
This is our full interview with Moltbook creator Matt Schlicht, recorded live on TBPN. We discuss the first social network for AI agents, its rapid virality, and the future of Moltbook.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Ep 371Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet 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.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
Ep 370Moltbook Reactions, Nvidia OpenAI Deal, Codex App Launch, The Files | Matt Schlicht, Alex Blania, Nik, David Placek, Thibault Sottiaux, Christopher O'Donnell, Jim Siders, Chris Black
Sign up for TBPN’s daily newsletter at TBPN.com(00:43) - Moltbook Reactions (28:35) - Matt Schlicht, founder and CEO of Octane AI, is an AI and chatbot expert recognized as a Forbes 30 Under 30 honoree. In the conversation, he discusses his journey in the tech industry, including his work at Ustream and the development of Moltbook, a social network for AI agents. He elaborates on the rapid growth of Moltbook, the concept of AI agents interacting autonomously, and the future potential of AI-driven social platforms. (01:05:51) - Nvidia OpenAI Deal (01:20:55) - Alex Blania, co-founder of Tools for Humanity, the company behind Worldcoin, discusses the necessity of establishing proof of human identity at internet scale to prevent AI-driven interactions from undermining authentic human connections online. He highlights the challenges posed by AI-generated content and bots, emphasizing the importance of uniqueness in user accounts to maintain the integrity of social platforms. Blania also touches on the potential for AI to facilitate scams, such as deepfake calls targeting vulnerable individuals, underscoring the need for robust verification systems. (01:36:02) - Nik 6ocqltb, an AI enthusiast since 2021, discusses his early adoption of OpenAI's technologies, including GPT-3 and DALL·E, and his experiences curating AI-generated art on Instagram, which led to a significant following before facing issues with OpenAI. He shares his perspectives on the rapid development of AI, expressing optimism about achieving AGI by 2029-2030, and critiques the commercialization strategies of companies like OpenAI, highlighting concerns about user growth and the introduction of ads in ChatGPT. Additionally, Nik reflects on his anonymous online presence, emphasizing his desire to explore and discuss AI developments freely, and mentions upcoming plans to engage more deeply with the AI community, including attending Nvidia's GTC as a creator. (01:58:02) - David Placek, founder and president of Lexicon Branding, specializes in creating impactful brand names for global clients. He discusses the importance of integrating creative processes with linguistic and cognitive science to develop effective names, emphasizing that securing a perfect .com domain is less critical than previously thought. Placek also highlights the challenges of rebranding, advising companies to thoroughly consider the implications and invest appropriately to ensure a successful transition. (02:31:04) - Thibault Sottiaux, the engineering lead for OpenAI's Codex, discusses the launch of the Codex app on macOS, emphasizing its accessibility and integration with users' workflows. He highlights features like adaptive thinking models, customizable personalities, and multimodal capabilities, aiming to enhance productivity for both technical and non-technical users. Sottiaux also addresses the app's role as a companion to traditional IDEs, its support for open ecosystems, and future plans for mobile integration. (02:47:14) - Christopher O'Donnell, former Chief Product Officer at HubSpot, is now the founder and CEO of Day.ai, an AI-native CRM platform. In the conversation, he discusses how Day.ai integrates a meeting assistant, CRM, and knowledge base into a unified solution, eliminating manual data entry and providing instant insights by indexing all company interactions for AI analysis. He also highlights the company's recent $20 million funding round led by Sequoia Capital. (02:57:47) - Jim Siders, CEO of SHIELD Technology Partners and former CIO at Palantir, discusses the company's mission to integrate AI into IT services for small and medium-sized businesses across America. He highlights the recent $100 million investment from Thrive Holdings, emphasizing the long-term partnership and strategic vision behind this funding. Siders also explains SHIELD's approach of acquiring successful managed service providers, retaining their existing teams and customer relationships, and enhancing their offerings with AI and proprietary technologies to deliver greater value without disrupting established connections. (03:07:21) - Chris Black is a media personality, writer, and brand consultant best known as the co-host of the podcast How Long Gone. He’s recognized for his sharp commentary on culture, fashion, media, and internet trends, and for advising brands and creators on positioning, storytelling, and taste-driven marketing. TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://publ

Ep 369FULL INTERVIEW: Tyler Cowen on Kevin Warsh, Clawdbot, precious metals, and AI & unemployment
This is our full interview with Tyler Cowen, recorded live on TBPN.We discuss Kevin Warsh and the Federal Reserve, volatility in precious metals and gold, AI-driven unemployment, Clawdbot, and the broader societal impacts of AI.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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

Ep 368Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet 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.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
Ep 367Who is Kevin Warsh?, Yahoo CEO Live in the Ultradome, WSJ House of the Year | Jim Lanzone, Tyler Cowen, Jason Lemkin, Alex Roy, Bobby Fijan
Sign up for TBPN’s daily newsletter at TBPN.com(01:42) - Who is Kevin Warsh? (31:57) - 𝕏 Timeline Reactions (40:34) - Google Targets Chinese "Cyber Weapon" (47:48) - WSJ Mansion Section (01:03:08) - Jim Lanzone, CEO of Yahoo, has a rich background in technology and media, including leadership roles at Tinder and CBS Interactive. In his discussion, he reflects on his journey as a "turnaround guy," detailing his experiences revitalizing companies like Ask Jeeves and CBS Interactive. He emphasizes the importance of starting with substantial traffic and improving products, teams, and focus areas to achieve successful turnarounds. (01:36:39) - Tyler Cowen, an American economist and professor at George Mason University, is renowned for his work in cultural economics and his influential blog, Marginal Revolution. In the conversation, he discusses the appointment of Kevin Warsh as Federal Reserve Chair, expressing cautious optimism about Warsh's political acumen and potential independence from President Trump. Cowen also addresses the surge in precious metals, attributing it to investors' search for safe havens amid global uncertainty, and emphasizes the importance of the Federal Reserve's vigilance regarding AI's impact on the financial system and employment. (02:04:08) - Jason M. Lemkin is a SaaS investor, founder, and operator best known for founding SaaStr, the largest global community for SaaS founders and executives. He previously founded EchoSign, which was acquired by Adobe, and now focuses on early- and growth-stage SaaS companies through SaaStr Fund while hosting SaaStr Annual, one of the industry’s flagship conferences. (02:45:57) - Alex Roy, an American writer and rally race driver known for setting endurance driving records, discusses his team's recent achievement of completing the first Tesla Full Self-Driving (FSD) Cannonball Run across the United States with zero interventions. The journey, spanning 3,081 miles from Los Angeles to New York, took 58 hours and 22 minutes, with FSD handling all driving tasks, including navigation through adverse winter conditions. Roy highlights that human errors, such as navigational and charging mistakes, added time to the trip, emphasizing the impressive capabilities of Tesla's FSD system. (02:59:34) - Bobby Fijan, co-founder of The American Housing Corporation, discusses the company's mission to build row homes for young families across the U.S. By vertically integrating manufacturing, contracting, and development, they aim to reduce on-site labor by 95% and offer fixed pricing nationwide. Fijan emphasizes the importance of providing affordable, family-friendly housing to retain families in urban areas. (03:08:24) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 366Full Interview: Eric Seufert on AI and Advertising
This is our full interview with Eric Seufert, analyst at Heracles Media, recorded live on TBPN.We discuss Apple’s AI and privacy tradeoffs, Meta’s AI-powered ad rebound, and how Google is monetizing Gemini at scale.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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

Ep 365Full Interview: Bloomberg’s Mark Gurman on Apple’s AI Stack, Anthropic, and the Future of Siri
This is our full interview with Bloomberg’s Managing Editor, Mark Gurman, recorded live on TBPN.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.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

Ep 364Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet 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.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
Ep 363Microsoft, Meta, & Tesla Earnings, Google DeepMind's Project Genie, SpaceX & xAI Merger | Anton Osika, Christian Garrett & Delian Asparouhov, Eric Seufert, Kevin Weil, Mehul Nariyawala
Sign up for TBPN’s daily newsletter at TBPN.com(02:23) - Apple Acquires Audio AI Startup Q.AI (12:05) - Microsoft, Meta, and Tesla Earnings (25:37) - 𝕏 Timeline Reactions (36:27) - SpaceX & xAI Merger (41:02) - 𝕏 Timeline Reactions (54:23) - Google DeepMind's Project Genie (01:06:51) - Chrome Debuts "Agentic Browsing" (01:10:41) - TikTok Uninstalls Surge 150% (01:15:21) - Anton Osika, co-founder and CEO of Lovable, an AI-powered platform enabling users to build applications through natural language prompts, discusses the company's rapid growth, including reaching 300 million annual recurring revenue (ARR) within two months. He highlights how Lovable empowers non-technical users to create and deploy software solutions, citing examples like a restaurant owner developing an AI phone-answering system and a pet owner generating AI-crafted dog portraits for sale. Osika emphasizes the platform's focus on simplicity and security, aiming to democratize software development and unlock human creativity. (01:44:48) - Christian Garrett & Delian Asparouhov is a venture capitalist and co-founder of The Hill & Valley Forum, a bipartisan community bridging Silicon Valley and Washington, D.C., to address national security challenges through technology. In the transcript, he discusses the upcoming third annual Daytime Forum, emphasizing its focus on strengthening ties between the technology sector and government, expanding into industries like biotechnology, and increasing international participation to foster collaboration with U.S. allies. He also highlights the forum's evolution into a platform for developing and endorsing joint policies that align public and private sector incentives for national benefit. (02:00:03) - Eric Seufert is a mobile growth strategist and analyst best known for his writing on advertising, user acquisition, and platform economics. He runs Mobile Dev Memo, a widely read industry blog, is the author of Freemium Economics, and previously led user acquisition at Rovio, where he worked on scaling mobile games in a post-IDFA world. (02:36:46) - Kevin Weil, OpenAI's Chief Product Officer, discusses the transformative impact of AI on scientific research, highlighting how advanced models like GPT-5.2 are now capable of solving complex, open problems in mathematics and other scientific fields. He emphasizes the importance of integrating AI into scientists' daily workflows through tools like Prism, which enhance scientific writing and collaboration. Weil envisions a future where AI accelerates scientific discovery by automating routine tasks and enabling researchers to focus on more complex challenges. (02:55:26) - Mehul Nariyawala, co-founder of Matic, discusses the company's recent $60 million funding led by Sutter Hill Ventures, the challenges and insights gained from various pricing models for their autonomous home robots, and the strategic focus on building consumer trust and data collection through their initial product to pave the way for future advancements in home robotics. (03:06:19) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 362Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet 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.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
Ep 361Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson
Sign up for TBPN’s daily newsletter at TBPN.com(00:20) - Netflix & AI Slop (18:10) - Saudi Liquidity Crunch (30:36) - 𝕏 Timeline Reactions (33:55) - Clawdbot Timeline Reactions (01:02:13) - Mark Gurman is a technology journalist and Apple analyst best known for his reporting on Apple’s products, strategy, and internal decision-making. He is the author of Bloomberg’s Power On newsletter, where he consistently breaks news on iPhone, Mac, Vision Pro, and Apple’s executive and product roadmap—often months or years ahead of official announcements. (01:55:41) - Miles Brundage, Executive Director of the AI Verification and Evaluation Research Institute (AVERI), discusses the critical need for independent auditing of AI systems to ensure their safety and security, drawing parallels to established practices in other industries. He outlines four key risk categories: unintended system behaviors, misuse of AI systems, emergent social phenomena, and traditional security issues, emphasizing the importance of rigorous third-party evaluations to address these challenges. Brundage also highlights AVERI's role as a nonprofit think tank dedicated to developing standards and fostering collaboration among stakeholders to build a robust AI auditing industry. (02:12:19) - 𝕏 Timeline Reactions (02:31:08) - Aidan Smith & Asher Spector, co-founders of Flapping Airplanes, an AI lab focused on data efficiency, discusses their goal of training human-level intelligent models without consuming vast amounts of data. They emphasize the importance of creating data-efficient AI systems to facilitate easier integration into the economy and to address challenges in data-constrained fields like robotics and scientific discovery. Smith also highlights the lab's commitment to foundational research before commercialization, aiming to solve significant problems in AI data efficiency. (02:42:48) - Alex Dhillon, founder and CEO of Outtake, a cybersecurity startup, discusses the company's recent $40 million Series B funding led by ICONIQ, with participation from notable investors like Microsoft CEO Satya Nadella and Palo Alto Networks CEO Nikesh Arora. He highlights Outtake's mission to combat the surge in AI-driven impersonation and fraud by providing a unified platform that enables enterprises and government agencies to detect, investigate, and disrupt identity-based threats across digital channels. Dhillon emphasizes the importance of reducing the return on investment for digital criminals by swiftly removing fake content, thereby maintaining high digital trust for institutions. (02:55:24) - Mitchell Angove, founder of Feanix, discusses how his company utilizes whole-genome sequencing and AI to help dairy farmers manage their cows more efficiently. By analyzing genetic and phenotypic data, Feanix's AI models predict a cow's life outcomes with about 90% accuracy, enabling farmers to make informed decisions on breeding and health management. Angove also mentions that Feanix has raised over $5 million in seed funding and is rapidly scaling, currently managing close to half a million cows. (03:01:26) - Gabriel Stengel, CEO and co-founder of Rogo, a generative AI platform for finance professionals, discusses the company's recent $75 million Series C funding led by Sequoia Capital. He explains how Rogo enhances productivity for investment bankers by automating tasks like building PowerPoints and benchmarking comps, allowing them to focus on interpersonal aspects such as negotiation and client relationships. Stengel also highlights the evolution of Rogo's capabilities over the past two years, noting significant improvements in model quality and integration into various financial workflows, including back-office operations. (03:12:26) - Sierra Peterson, co-founder of Voyager Ventures, an early-stage venture capital firm, discusses her extensive 21-year career in energy, including roles at the International Energy Agency and the Obama White House. She highlights Voyager's focus on investing in foundational technologies such as energy, transportation, materials production, and AI, emphasizing the firm's recent $275 million Fund II aimed at advancing these sectors. Peterson also addresses the rapid advancements in electrification and solar energy, underscoring their potential to drive global economic growth and resilience. (03:25:43) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comR

Ep 360Full Interview: Clawdbot’s Peter Steinberger Makes First Public Appearance Since Launch
This is our full interview with Peter Steinberger, his first public appearance since launching Clawdbot, recorded live on TBPN.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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

Ep 359Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet 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.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
Ep 358Clawdbot Creator Peter Steinberger Joins, Meta's Premium Subscription Plans | Jamie Cuffe, Ben Lerer, Lucas Atkins, Bridgit Mendler, Jeff Miller, Aaron Frank
Sign up for TBPN’s daily newsletter at TBPN.com(03:37) - Clawdbot Rebrands to Moltbot (45:55) - Meta Announces $6B Corning Deal (48:45) - Meta To Test Premium Subscription Plans (56:29) - Ramp's New Super Bowl Ad (59:20) - Timeline Reactions (01:14:30) - Jamie Cuffe, founder and CEO of Pace, an AI operations partner for leading insurers, announced the company's $10 million Series A funding led by Sequoia Capital. He discussed Pace's role in automating back-office operations for major insurers like Prudential and The Mutual Group, focusing on tasks such as new business intake, policy servicing, and claims processing. Cuffe highlighted the company's approach of converting standard operating procedures into natural language instructions for AI agents, enabling efficient and scalable automation of complex insurance workflows. (01:28:57) - Ben Lerer, a native New Yorker, is the co-founder and managing partner of Lerer Hippeau Ventures, an early-stage venture capital firm, and the founder of Thrillist, a digital media company. In the conversation, he reflects on his journey from launching Thrillist during New York's nascent tech scene to navigating the challenges of scaling a media business amid evolving digital landscapes. He emphasizes the importance of staying true to one's passion, the pitfalls of overextending in pursuit of growth, and the value of building niche, community-focused media ventures. (01:58:58) - Lucas Atkins, Chief Technology Officer at Arcee AI, discusses the company's transition from customizing enterprise language models to developing their own, including the release of a 400-billion-parameter model. He highlights the shift in defining "small" language models, now considered to be under 50 billion parameters, and emphasizes the importance of task-driven reinforcement learning in enhancing model performance. Atkins also addresses the competitive landscape, noting the scarcity of U.S.-based open-source models and the need for sovereign AI solutions. (02:12:54) - Bridgit Mendler, an American actress, singer, and entrepreneur, is the CEO and co-founder of Northwood Space, a satellite data startup. In the conversation, she discusses Northwood's recent $100 million Series B funding round and a $49.8 million contract with the Space Force, highlighting the company's rapid growth and its mission to streamline satellite communications by managing the entire ground infrastructure stack. She also emphasizes the importance of vertical integration to address challenges in supply chain, deployment, and regulatory approvals, aiming to accelerate the deployment of diverse and ambitious space missions. (02:28:36) - Jeff Miller, Vice President of Marketing at Anduril Industries, discusses the company's expansion into merchandise, including collaborations with NASCAR and Ohio State University, and the launch of high-demand items like the flight jacket. He introduces the development of a global AI drone racing league, emphasizing autonomy and software innovation, with plans for virtual qualifiers leading to a physical competition in Columbus, Ohio. Additionally, Miller highlights Anduril's strategic growth, mentioning the upcoming Long Beach office to attract engineering talent and a focus on transparent product development to demonstrate scalability and reliability. (02:52:56) - Peter Steinberger, an Austrian software engineer and entrepreneur, is renowned for founding PSPDFKit in 2011, which became the industry standard for PDF frameworks. After selling the company in 2021, he returned to the tech scene in 2025 to develop Clawdbot, an open-source AI assistant designed to run locally on users' devices, integrating with messaging platforms and performing tasks like sending emails and managing calendars. In a recent conversation, Steinberger discussed his journey from retirement back into software development, the creation and rapid adoption of Clawdbot, and his commitment to open-source projects that prioritize user privacy and autonomy. (03:30:40) - Aaron Frank, a Partner at Lightspeed Venture Partners, co-founded Final, Inc., a credit card company acquired by Goldman Sachs, contributing to the development of the Apple Card. In the conversation, he discusses the challenges and opportunities in agentic commerce, emphasizing the need for efficient payment rails to support AI-driven transactions, and explores the role of stablecoins in facilitating global financial transactions. TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.c

Ep 357AI's Napster era, Alex Honnold, ChatGPT Ads | Diet 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.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
Ep 356Clawd Maxxing, ChatGPT Ads Breakdown, China's Top General Accused of Treason | George Kurtz, Joseph Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao, Victor Riparbelli
Sign up for TBPN’s daily newsletter at TBPN.com(00:30) - Clawdbot: AI Enters the Napster Era (31:55) - Timeline Reactions (45:35) - George Kurtz, co-founder and CEO of CrowdStrike, is a prominent figure in cybersecurity and an accomplished endurance racer. In the conversation, he discusses his recent victory at the 24 Hours of Daytona, highlighting the team's perseverance after a challenging start, the strategic approach to endurance racing, and the personal fulfillment he derives from the sport. Kurtz also touches on the importance of physical and mental preparation for such demanding events and shares insights into his journey from cybersecurity entrepreneur to competitive racing driver. (01:01:15) - ChatGPT Ads Breakdown (01:15:00) - Timeline Reactions (01:37:43) - Joseph Lubin, a Canadian-American entrepreneur and technologist, co-founded Ethereum and founded ConsenSys, a blockchain venture studio. In the conversation, he discusses the end of a financial super cycle, the potential of decentralized technologies like Ethereum to reshape the global economy, and the importance of integrating traditional finance with decentralized finance to foster innovation and growth. (02:03:22) - Kurt Terrani, CEO of Standard Nuclear, discusses his company's role in producing advanced nuclear fuels, particularly TRISO fuel, essential for the operation of emerging advanced reactors. He highlights the critical need for a reliable fuel supply to meet the growing energy demands across sectors like defense, space exploration, and AI, emphasizing that reactors cannot function without proper fuel. Terrani also notes the company's strategic location in Oak Ridge, Tennessee, which provides access to a skilled workforce and necessary infrastructure for nuclear fuel fabrication. (02:15:14) - Christian Keil, formerly Vice President of External Relations at Astranis, has transitioned to a new role at Andreessen Horowitz. In his recent conversation, he reflects on his journey from Minnesota to San Francisco, his growth from an individual contributor to a VP at Astranis, and his insights into the evolving satellite internet market, emphasizing the need for multiple companies to build a comprehensive space-based internet infrastructure. He also discusses his plans at Andreessen Horowitz, focusing on aerospace, defense, and energy sectors, and his approach to engaging with founders and exploring new investment opportunities. (02:27:50) - Lan Xuezhao, founder of Basis Set Ventures, discusses the firm's early focus on AI investments since 2017 and the recent raise of a $250 million fourth fund. She highlights the importance of investing in AI infrastructure and applications, emphasizing the need for systems to become more intelligent and human-like. Xuezhao also expresses enthusiasm for advancements like Cloudbot, while acknowledging concerns about security issues, and shares her vision for automating various aspects of the economy to allow humans to engage in more fulfilling activities. (02:40:51) - Victor Riparbelli, CEO and co-founder of Synthesia, a leading AI video generation platform, discusses the company's recent Series E funding round, highlighting significant growth and the high quality of revenue from substantial deployments, including multimillion-dollar contracts with 90% of Fortune 100 companies. He emphasizes the steady and compounding nature of this growth, noting that the majority of Synthesia's use cases involve complex product explanations, both internally and externally, particularly in industries like insurance, pharmaceuticals, and software. Riparbelli also introduces new products at the intersection of agentic experiences and video, such as interactive corporate training videos that engage users in role-playing scenarios to enhance learning and retention. TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 355China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet 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.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
Ep 354China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa
Sign up for TBPN’s daily newsletter at TBPN.com(02:08) - What China Actually Imports from the West (11:58) - Sony and TCL Form Alliance (17:08) - 𝕏 Timeline Reactions (21:19) - TikTok Deal (31:41) - Tech Giants Hit by Spying (34:36) - 𝕏 Timeline Reactions (43:02) - Google and Epic Games Settle (46:21) - Crypto Prepares for Quantum Threats (49:20) - 𝕏 Timeline Reactions (01:00:34) - Tuhin Srivastava is the CEO and co-founder of Baseten, an AI inference company that has experienced significant growth, raising $150 million at a $2.15 billion valuation. He discusses the rapid adoption of AI models by enterprises, emphasizing the importance of infrastructure to support scalable and efficient AI applications. Srivastava also highlights the challenges enterprises face in deploying custom models and the role of companies like Baseten in facilitating this transition. (01:17:17) - Bryce Strauss, co-founder of Nominal, discusses the company's partnership with Pratt Miller Motorsports, emphasizing the integration of Nominal's engineering software into the team's race operations. He highlights the challenges of endurance racing, such as managing fuel consumption and data analysis, and explains how Nominal's platform aids in optimizing performance through real-time telemetry and decision-making. Strauss also notes the broader applications of their technology across industries like aerospace and defense, underscoring its versatility in handling complex engineering problems. (01:30:48) - Max Spero, co-founder and CEO of Pangram Labs, discusses the company's mission to detect AI-generated content and its rapid growth since launching a Twitter bot in late 2025. He highlights partnerships with platforms like Quora to maintain content authenticity and addresses challenges posed by AI-generated misinformation, emphasizing the importance of accurate detection tools to preserve the integrity of online information. (01:50:59) - Russ d'Sa, CEO of LiveKit, discusses the company's recent achievement of becoming a unicorn with a $100 million Series C funding round, valuing the company at $1 billion. He attributes this success to the rapid growth of voice AI and LiveKit's pivotal collaboration with OpenAI on ChatGPT's voice mode, which transformed their focus from video conferencing infrastructure to AI. D'sa emphasizes the importance of user experience in voice AI, noting that personal assistants should exhibit human-like empathy, while B2B applications prioritize reliability and efficiency. (02:07:39) - WSJ Mansion Section (02:18:55) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 353Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet 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.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
Ep 352Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov
Sign up for TBPN’s daily newsletter at TBPN.com(02:40) - How Davos Makes Half a Billion in Revenue (10:42) - 𝕏 Timeline Reactions (31:18) - Private-Credit Investors Cash Out (34:20) - 𝕏 Timeline Reactions (45:08) - Apple to Rebuild Siri (59:51) - Keller Rinaudo Cliffton, CEO and co-founder of Zipline, announced the company's recent $600 million funding round, elevating its valuation to $7.6 billion, and plans to expand autonomous delivery services to Houston and Phoenix in early 2026. He highlighted Zipline's rapid growth, with U.S. deliveries increasing approximately 15% week over week for the past seven months, and the company's milestone of surpassing two million commercial deliveries. Cliffton also discussed the development of Zipline's next-generation aircraft, EV3, which offers significant performance improvements at half the cost, and emphasized the company's commitment to integrating autonomous logistics into everyday life across diverse climates and urban environments. (01:17:10) - Jake Cooper, CEO of Railway, a software deployment platform, discusses the company's recent $100 million funding round aimed at building data centers and simplifying software development. He highlights the evolving role of developers, emphasizing that advancements are enabling a broader range of individuals, including designers and managers, to ship code efficiently. Cooper also shares insights on internal organizational changes, noting that enhanced tools have significantly accelerated project development, leading to what he terms "Agent Speed" within the company. (01:33:31) - Joe Weisenthal is an American journalist and podcaster, serving as the executive editor of news for Bloomberg's digital brands and co-hosting the "Odd Lots" podcast. In the conversation, he discusses Canadian Prime Minister Mark Carney's speech at the World Economic Forum in Davos, where Carney declared the old world order is "not coming back" and emphasized that "middle powers must act together because if we're not at the table, we're on the menu." Weisenthal also explores China's economic strategies, noting their ambition to move beyond being the world's factory by increasing domestic consumption and addressing global concerns about their manufacturing dominance. (02:01:47) - Coldhealing is a TikTok anthropologist and self-described "dark statistician" based in New York City. In the conversation, he discusses his approach to curating and sharing emerging internet culture, particularly on TikTok, emphasizing the importance of documenting online trends that traditional institutions may overlook. He also reflects on the evolution of "Day in the Life" videos, noting a shift from aspirational portrayals to more mundane representations, and shares his experiences with generative AI content, observing its growing presence on platforms like Instagram Reels and its varying reception among audiences. (02:23:37) - Capital One Goes Big on Brex (02:27:30) - Cathie Wood, founder and CEO of ARK Invest, is renowned for her focus on disruptive innovation in sectors like AI, robotics, and blockchain. In the conversation, she emphasizes AI as a major catalyst for innovation, discusses ARK's unique research approach centered on converging technologies, and highlights the importance of proactive AI integration for enterprises to remain competitive. (03:03:29) - Jon Caramanica, a pop music critic at The New York Times and co-host of the "Popcast" podcast, discusses the integration of AI in music production, noting its increasing use in songwriting and vocal processing. He draws parallels to historical technological shifts in music, such as Bob Dylan's transition to electric guitar and the adoption of Auto-Tune, suggesting that initial resistance to AI may diminish over time. Caramanica also expresses concern that AI-generated music could lead to more passive listening habits, as audiences might become less attentive to the authenticity and creativity of the music they consume. (03:18:21) - Pedro Franceschi, co-founder and CEO of Brex, announced a historic $5.15 billion merger between Brex and Capital One, highlighting the synergy between Brex's innovative financial services platform and Capital One's extensive scale and resources. He emphasized that the partnership aims to accelerate growth and product development, while maintaining Brex's operational independence to continue delivering cutting-edge solutions to businesses. Franceschi also expressed his commitment to leading Brex through this new phase, underscoring the shared vision and ambition of both founder-led companies. (03:29:09) - Delian Asparouhov, a Partner at Founders Fund and Co-Founder of Varda Space Industries, discusses the cultural differences between Ramp and Brex, emphasizing how early company decisions shape long-term focus and success. He highlights Ramp's commitment to saving customers time and money through product innovation, contrasting it with Brex's initial emphasis on rapid market expans

Ep 351Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine, TBPN x CAA | Diet 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.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
Ep 350Kling Crosses 12M, China’s Aging Tech Problem, Thinking Machine Turmoil | Rich Greenfield, Jan Sramek, George Lewin, Ara Kharazian
Sign up for TBPN’s daily newsletter at TBPN.com(01:20) - Kling AI Surpasses 12M Users (15:45) - China's Aging Tech Worker Crisis (23:12) - Rich Greenfield, a General Partner at LightShed Ventures and a seasoned media and technology analyst, discusses the intensifying competition between Netflix and Paramount-Skydance to acquire Warner Bros. Discovery's assets. He highlights Netflix's strategic shift to an all-cash $72 billion offer, aiming to streamline the merger process and provide value clarity to Warner shareholders. Greenfield also examines the implications of Paramount-Skydance's $77.9 billion hostile bid, emphasizing the potential impact on the media landscape and the importance of strategic investments in content and technology. (53:45) - Thinking Machine Leadership in Flux (01:13:21) - 𝕏 Timeline Reactions (01:51:18) - Jan Sramek, a former Goldman Sachs trader and founder of California Forever, is leading an ambitious project to build a new city in Solano County, California. In the conversation, he discusses the challenges of traveling with young children, the decade-long effort to assemble land for the project, and the importance of creating a thoughtfully planned community to address housing shortages and economic development in the region. (02:33:17) - George Lewin, co-founder and CEO of Testudo, discusses the launch of a new category of insurance specifically designed for enterprises deploying generative AI systems. He explains that traditional insurance policies often exclude AI-related risks, leaving companies vulnerable to litigation stemming from issues like copyright infringement, defamation, and data breaches. To address this, Testudo offers purpose-built AI liability insurance that covers legal costs, damages, and settlements associated with these risks, enabling organizations to innovate with confidence. (02:47:58) - Ara Kharazian, an economist at Ramp, analyzes business spending trends, particularly in AI adoption. He discusses the disparity between executives and employees regarding AI's impact on work efficiency, noting that while surveys show mixed perceptions, actual spending data indicates growing investment in AI tools. Kharazian also highlights that AI adoption varies across industries, with tech and finance leading, and emphasizes the challenges in measuring AI's true impact on the labor market. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 349Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet 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.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.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
Ep 348Davos Reactions, Waymo’s Safety Case, Czinger 21C Hypercar Tour | Martin Shkreli, Bradley Tusk, Lukas Czinger, Andy McCune, Michael Broukhim, Aaron Katz
Sign up for TBPN’s daily newsletter at TBPN.com(03:15) - Davos Reactions (25:17) - Waymo Safety (39:51) - Netflix's All-Cash Warner Deal (47:58) - OpenAI & ServiceNow Partner (52:31) - SAAS Sales in Japan (57:30) - Martin Shkreli, an American investor and former pharmaceutical executive, gained notoriety for significantly increasing the price of the antiparasitic drug Daraprim in 2015. In the conversation, he discusses his new role as a father, his company's recent $5 million seed funding, and his views on remote work, emphasizing the importance of in-person collaboration. He also touches on topics like prediction markets, the valuation of private companies, and the potential of photonic computing in drug discovery. (01:36:45) - Bradley Tusk is an American venture capitalist, political strategist, and author, known for founding Tusk Ventures and Tusk Strategies, and for his role as Uber's first political advisor. In the conversation, Tusk discusses his ownership of P&T Knitwear, an independent bookstore on New York City's Lower East Side, which also features a podcast studio and event space. He shares the inspiration behind the store's name, honoring his grandfather's 1950s knitwear business, and reflects on the challenges of running a bookstore in the current economic climate. (02:04:04) - Czinger 21C Hypercar Tour (02:20:59) - Lukas Czinger, co-founder and senior vice president of Czinger Vehicles and Divergent 3D, discusses the development of the 21C hypercar, emphasizing its innovative use of AI-driven design and 3D printing technologies. He highlights the car's impressive performance, including setting multiple track records, and its unique features such as the tandem seating arrangement and hybrid powertrain. Czinger also touches on the broader applications of their manufacturing system beyond automotive, including defense and aerospace industries. (02:36:21) - Andy McCune, co-founder of Cosmos, a visual search engine for creatives, discusses the platform's growth, including a recent $15 million Series A funding round, and its commitment to championing human creativity by allowing users to choose whether to view AI-generated content. He highlights the platform's collaborative features, such as clusters for organizing and sharing content, and its appeal to both professional designers and Gen Z users who enjoy mood boarding for personal inspiration. McCune also touches on future monetization strategies, focusing on serving creative teams and integrating commerce through inspiration-driven shopping experiences. (02:51:47) - Michael Broukhim, co-founder of FabFitFun and an active angel investor, has launched Deep33 Ventures, a $150 million deep-tech fund focusing on the U.S.-Israel corridor. In the conversation, he discusses the fund's emphasis on sectors like quantum computing, AI infrastructure, and energy, highlighting the unique opportunities within Israel's deep-tech ecosystem. Broukhim also elaborates on the fund's expert-first model, involving partners with domain expertise in key technological areas, and the strategic importance of fostering collaborations between U.S. and Israeli innovations to address global infrastructure challenges. (03:01:02) - Aaron Katz is the co-founder and CEO of ClickHouse, Inc., a company specializing in real-time analytics and data warehousing. He discusses the company's strong performance as the fiscal year concludes, emphasizing ClickHouse's pivotal role in AI workflows, with major AI companies like OpenAI and Anthropic utilizing their database solutions. Katz highlights the shift towards real-time analytics, noting that users now expect immediate insights, and shares that ClickHouse's engineering team, originating from Yandex, has developed a highly scalable and efficient database system. (03:16:53) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://cisco.comOkta - https://www.okta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 347X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet 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.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.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/@TBPNLiveDiet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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.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
Ep 346X Article Apocalypse, Hollywood's AI Takes | Jordan Schneider, Eliot Pence, Fil Aronshtein & Matt Grimm
Sign up for TBPN’s daily newsletter at TBPN.com(01:11) - X Article Apocalypse (44:42) - Hollywood's AI Takes (01:01:44) - Elon vs. OpenAI Updates (01:05:33) - 𝕏 Timeline Reactions (01:17:54) - Is the American Dream Obsolete? (01:25:25) - Jordan Schneider is the creator of the ChinaTalk podcast and newsletter, focusing on U.S.-China relations and technology. In the conversation, he discusses his disappointment over the Buffalo Bills' firing of head coach Sean McDermott, analyzes the political strategy of Ro Khanna in positioning himself against Silicon Valley, and critiques the media's role in political discourse, emphasizing the importance of asking challenging questions to guests. (01:59:18) - 𝕏 Timeline Reactions (02:16:21) - Eliot Pence, founder and CEO of Dominion Dynamics, discusses the company's mission to enhance Arctic surveillance by developing distributed mesh networks that integrate commercial off-the-shelf sensors across land, sea, air, and space domains. He highlights the strategic importance of the Arctic, noting Canada's underinvestment in the region and the need for improved situational awareness to secure it. Pence explains that Dominion Dynamics' technology enables Canadian Rangers to capture and transmit data from remote areas lacking communication infrastructure, thereby strengthening Canada's defense capabilities in the Arctic. (02:29:15) - Fil Aronshtein is a technologist and entrepreneur focused on applied AI and software infrastructure. He’s known for building products at the intersection of data, automation, and developer tooling, with an emphasis on shipping fast and scaling systems in production. Matt Grimm is a technology investor and operator with a background in software, startups, and venture capital. He focuses on early-stage companies, platform shifts, and the business mechanics behind emerging technologies. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://cisco.comOkta - https://www.okta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 345The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet 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.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.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
Ep 344Elon vs OpenAI, Ads in ChatGPT, Leaked Tech Emails | Sean Frank, Bill Shufelt, Alex Mashrabov, Sonya Huang & Pat Grady
Sign up for TBPN’s daily newsletter at TBPN.com(02:30) - Elon vs OpenAI (58:16) - Ads in ChatGPT (01:11:57) - WSJ Mansion Section (01:28:54) - Bill Shufelt, a former hedge fund trader and ultramarathon runner, co-founded Athletic Brewing Company in 2017 to create high-quality non-alcoholic craft beers that cater to health-conscious consumers. In the conversation, he discusses his transition from finance to brewing, the development of a proprietary brewing process to produce flavorful non-alcoholic beers, and the company's rapid growth, including becoming the top-selling non-alcoholic beer in the U.S. (02:00:04) - Sonya Huang, a partner at Sequoia Capital, discusses the current state of artificial general intelligence (AGI), emphasizing that AGI has arrived and urging founders to leverage existing technologies to address real-world problems. She highlights the evolution of AI capabilities, noting recent advancements in long-horizon agents that can persist and iterate towards outcomes without constant supervision. Huang also touches on the shift from product-led growth to agent-led growth, where AI agents autonomously select and utilize the best tools and services, potentially transforming traditional business models. (02:31:46) - Sean Frank, CEO of Ridge Wallet, discusses the company's eagerness to advertise on OpenAI's ChatGPT platform, highlighting the high revenue per user from AI-driven traffic compared to traditional sources. He expresses optimism about the potential of ChatGPT ads to deliver high-intent customers and anticipates that the introduction of ads will further boost organic activity, leading to increased site visits and sales. Frank also touches on the evolving landscape of e-commerce, noting the importance of adapting to new advertising platforms and the potential impact on traditional website traffic. (02:56:05) - 𝕏 Timeline Reactions (03:14:14) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, discusses the emergence of AI-native social media agencies that create commercial ads end-to-end using AI, highlighting the efficiency and personalization this approach offers. He notes that Fortune 500 brands are increasingly hiring smaller agencies that utilize Higgsfield's platform to produce customized ads, enabling the creation of thousands of videos at a cost below $1 per video. Mashrabov also addresses the challenges posed by the growing size of video models, which are expected to exceed 100 billion parameters, and emphasizes the importance of integrating performance data to optimize content creation through reinforcement learning. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://cisco.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 343Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet 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.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.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
Ep 342Tech Turns to Mining, Meta VR Layoffs, Thinking Machines Shakeup | Matthew Prince, Chirantan Desai, Delian Asparouhov, Deepak Pathak, David Tearse, Blake Resnick
Sign up for TBPN’s daily newsletter at TBPN.com(01:30) - Big Tech Turns to Mining (12:09) - 𝕏 Timeline Reactions (21:44) - Thinking Machines Loses Top Executives (29:24) - NYC Sauna Wars (38:46) - Meta VR Layoffs (57:12) - Chirantan "CJ" Desai, appointed President and CEO of MongoDB in November 2025, discusses the company's reintroduction in San Francisco, emphasizing its evolution to support AI-driven applications. He highlights MongoDB's growth to over 60,000 customers, attributing this to its agility in handling unstructured data like images and videos, which is crucial for modern AI applications. Desai also mentions the company's strategic acquisitions, such as Voyage, to enhance AI capabilities, and expresses confidence in cloud providers' ability to meet computing demands, ensuring MongoDB's continued innovation and scalability. (01:07:55) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the €14 million fine imposed by Italy's communications watchdog, AGCOM, for allegedly failing to block access to pirated content via Cloudflare's services. He explains that the fine stems from a law allowing media executives to blacklist websites, requiring companies like Cloudflare to remove them globally within 30 minutes—a mandate he criticizes as overreaching and impractical. Prince expresses concern over the broader implications of such laws, emphasizing the potential for censorship and the challenges they pose to maintaining an open and free internet. (01:33:47) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, which focuses on manufacturing in space. In the conversation, he discusses his pattern of investing during the holiday season, noting that over the past nine years, he has signed term sheets within 48 hours of Christmas Day in seven of those years. He attributes this to the quieter environment during the holidays, which facilitates focused negotiations with founders, and mentions that this period allows for setting clear deadlines, such as requiring deals to be signed by New Year's, making it a convenient time for both investors and founders to engage in discussions. (01:55:55) - 𝕏 Timeline Reactions (02:07:01) - Deepak Pathak, CEO and co-founder of Skild AI, is developing a general-purpose robot brain capable of controlling various robotic forms, from humanoids to quadrupeds, with a single system. In the conversation, he discusses the company's recent $1.4 billion funding round, valuing Skild AI at $14 billion, and emphasizes the importance of integrating robots into everyday environments alongside humans to handle the unpredictability of real-world scenarios. He also highlights the challenges in robotics due to the scarcity of data, contrasting it with fields like language and vision, and explains Skild AI's approach of learning from human videos and simulations to overcome this hurdle. (02:16:56) - David Tearse, co-founder and CEO of Karman Industries, discusses the launch of their Heat Processing Unit (HPU), a cooling system designed for gigawatt-scale AI data centers. The HPU utilizes supercritical CO₂ to efficiently manage heat, reducing energy consumption by at least 25% compared to existing solutions, and offers a modular 10-megawatt design that decreases mechanical yard space by about 80%, accelerating deployment times. Tearse also highlights the potential for waste heat recovery, including converting excess heat back into electricity or providing heating to nearby communities, emphasizing the environmental and operational benefits of their technology. (02:35:53) - Blake Resnick, founder and CEO of BRINC Drones, began his engineering career with internships at McLaren Automotive, Tesla Motors, and DJI Inc. In the conversation, he discusses BRINC's development of drones designed for public safety, including the LEMUR, which assists SWAT teams by flying indoors, breaking glass, and enabling two-way communication. He also highlights the company's growth, noting that approximately 20% of SWAT teams in the U.S. are utilizing BRINC's drones, and shares plans for expanding their applications to include rapid response to 911 calls and integration with emergency medical services. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVi

Ep 341The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet 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.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.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
Ep 340Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss
Sign up for TBPN’s daily newsletter at TBPN.com(03:01) - Microsoft and the AI Power Backlash (30:44) - OpenAI's Superbowl Ad (48:55) - Google Launches Personal Intelligence (01:04:36) - David Ellison Eyes Hollywood Throne (01:29:51) - Brian Chesky, co-founder and CEO of Airbnb, discussed the company's strategic focus on integrating artificial intelligence (AI) to enhance user experiences. He emphasized the importance of developing AI interfaces that go beyond traditional chatbots, aiming for more intuitive and visual interactions. Chesky also highlighted the potential of AI to revolutionize consumer applications, particularly in the travel and living sectors, by offering personalized and seamless services. (01:54:01) - 𝕏 Timeline Reactions (02:04:03) - Baiju Bhatt, co-founder of Robinhood and founder of Aetherflux, discusses his new venture's mission to build a power grid in space by deploying satellites in sun-synchronous orbits to collect continuous solar energy and beam it to Earth using infrared lasers. He highlights the advantages of space-based solar power, such as consistent energy generation and the ability to provide power to remote or contested areas, with initial applications targeting Department of Defense needs. Bhatt also reflects on the challenges of transitioning from finance to aerospace, emphasizing the importance of rapid iteration and learning in developing innovative technologies. (02:38:31) - Gabriel Carafa, co-founder and CEO of Noise Labs, discusses the development of Noise, a trading platform that allows users to long or short trends, brands, and ideas by integrating market activity with social data from platforms like TikTok, Instagram, and Twitter to objectively measure cultural relevance. He highlights the platform's ability to identify emerging trends, such as the rise of indie rock music over the past 18 months, and emphasizes the importance of markets in predicting future shifts in relevance, moving beyond traditional social media metrics. Carafa also addresses challenges like distinguishing genuine interest from manipulated data, underscoring the platform's reliance on market-based relevance where users invest capital, thereby reflecting authentic engagement. (02:47:04) - Alfred Wahlforss, co-founder and CEO of Listen Labs, discusses how their AI platform conducts large-scale, personalized interviews to help companies like Chubbies develop better products by understanding customer preferences. He highlights the challenges consumer brands face in gathering meaningful insights and explains how Listen's AI overcomes these by engaging with thousands of customers, providing nuanced feedback that informs product development and marketing strategies. Wahlforss also shares the company's growth, including a 15x revenue increase and raising $100 million, emphasizing their focus on scaling and hiring top talent to meet demand. (03:00:53) - Marc Benioff, the co-founder, chairman, and CEO of Salesforce, is a pioneer in cloud computing and a prominent philanthropist. In the conversation, he discusses the integration of AI into Salesforce's products, highlighting the enhanced capabilities of Slackbot, which now offers advanced reasoning and personalized responses, aiming to significantly boost workplace productivity. Benioff also addresses the broader implications of AI in the enterprise, emphasizing the importance of context-aware AI agents and the need for responsible AI deployment to ensure positive outcomes. (03:32:51) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://cisco.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Ep 339Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet 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.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.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
Ep 338Siri Needs an App, Apple Preps for Post-Cook, Scott Nolan Truth Nuke | Shervin Pishevar, Horacio Rozanski, Glenn Fogel, JD Ross, Nick Fleisher, Rob Slaughter, Sajith Wickramasekara
Sign up for TBPN’s daily newsletter at TBPN.com(01:31) - John's Op-Ed: Siri Needs An App (23:51) - Apple Prepares For Post-Cook Era (37:31) - OpenAI Acquires Healthcare Startup Torch (41:34) - 𝕏 Timeline Reactions to Claude Cowork (01:00:30) - Shervin Pishevar is an Iranian-American entrepreneur and venture capitalist, known for co-founding Hyperloop One and Sherpa Capital, and for early investments in companies like Uber and Airbnb. In the conversation, Pishevar discusses the courage of millions of Iranians protesting for freedom, the oppressive actions of the regime, and the role of technologies like Starlink in supporting the movement. He emphasizes the need for international support, particularly from the U.S., to aid in the transition towards a democratic Iran. (01:20:54) - 𝕏 Timeline Reactions (01:31:07) - Horacio Rozanski, born in Argentina, is the Chairman, CEO, and President of Booz Allen Hamilton, a leading advanced technology company. In the conversation, he discusses his journey from an intern in 1991 to CEO in 2015, emphasizing the importance of aligning personal values with organizational culture. He also highlights Booz Allen's strategic focus on integrating advanced technologies like AI and cybersecurity into government missions, underscoring the firm's commitment to innovation and national security. (01:51:35) - Glenn Fogel, CEO of Booking Holdings and Booking.com, discusses the company's strategic initiatives, including the integration of agentic commerce and AI to enhance customer experiences. He emphasizes the importance of leveraging technology to streamline complex travel arrangements and improve customer service. Fogel also highlights the company's commitment to innovation and adaptability in the rapidly evolving travel industry. (02:14:17) - JD Ross is the co-founder of a company modernizing insurance brokerage by replacing traditional brokers with a platform for risk management. In the conversation, he discusses their recent $42 million Series B funding led by Keith Rabois and Sequoia, their flat-fee model aligning incentives with clients, and the integration of AI to enhance operational efficiency. (02:30:36) - Nick Fleisher, co-founder and CEO of Sandstone AI, discusses the company's recent $10 million seed funding led by Sequoia Capital and their mission to enhance in-house legal teams' efficiency through AI-driven solutions. He highlights the challenges legal teams face with scattered information and the need for a centralized platform that integrates various business systems to provide comprehensive context for legal workflows. Fleisher emphasizes that by automating routine tasks and consolidating data, Sandstone AI enables legal professionals to focus on strategic business discussions and proactive risk management. (02:39:48) - Rob Slaughter, a U.S. Air Force veteran with 13 years of active duty, co-founded Defense Unicorns to address significant technological challenges in the defense sector. He highlights the difficulties in delivering modern software to military systems due to air-gapped environments, stringent cybersecurity standards, and a skills gap among operators. Slaughter emphasizes the importance of enabling rapid software updates in mission-critical systems to maintain a strategic advantage. (02:48:51) - Sajith Wickramasekara, co-founder and CEO of Benchling, discusses how his company has spent a decade transitioning scientific research to the cloud and is now integrating AI into scientists' workflows to streamline drug discovery. He highlights the challenges in biotech, emphasizing the lengthy and complex process of bringing new medicines to market, and notes that while AI adoption in life sciences is growing, it requires significant effort to integrate effectively into existing systems. Wickramasekara also comments on the biotech industry's recent challenges, including a downturn following initial excitement during the COVID-19 pandemic, and observes a positive shift in the industry's outlook, as evidenced by the optimistic atmosphere at the J.P. Morgan Healthcare Conference. (02:59:53) - Scott Nolan, CEO of General Matter and former Founders Fund partner, discusses the critical need to reestablish domestic uranium enrichment capabilities in the U.S. He highlights the nation's decline from leading global enrichment in the 1980s to less than 0.1% today, emphasizing the risks of relying on foreign sources like Russia and China. Nolan outlines General Matter's plans to build a facility in Paducah, Kentucky, aiming to be operational by the end of the decade to support the growing demand for nuclear fuel, especially for advanced reactors and AI data centers. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://grap

Ep 337We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet 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.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.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
Ep 336DOJ vs. Fed Chair, Apple Repositions Vision Pro, Ben Thompson Joins | Tyler Cowen, Harley Finkelstein, Andrew Feldman, Nathan Nwachuku, Anastasios Angelopoulos
Sign up for TBPN’s daily newsletter at TBPN.com(00:33) - We Are Jerome Powell (02:08) - DOJ Opens Criminal Probe into FED Chair (04:15) - 𝕏 Timeline Reactions (11:42) - Apple's Vision Pro Strategy (26:52) - 𝕏 Timeline Reactions (29:54) - Ben Thompson, founder of Stratechery, is a technology and media analyst known for his in-depth analysis of tech industry strategies. In the conversation, he critiques Apple's Vision Pro, emphasizing that its immersive potential is undermined by overproduced content and unnecessary production elements. Thompson advocates for a more straightforward approach, suggesting that simply placing cameras courtside at live events would provide a more authentic and engaging experience for users. (01:07:35) - 𝕏 Timeline Reactions (01:23:46) - Tyler Cowen is an American economist, author, and professor at George Mason University, known for his work in cultural economics and as co-author of the blog Marginal Revolution. In the conversation, Cowen discusses the impact of artificial intelligence on blue-collar jobs, suggesting that while AI may reduce demand for certain tasks, overall job opportunities in these sectors will increase due to new projects and developments. He also touches on the role of data centers in the U.S. economy, the potential of AI-generated music, and the importance of aesthetics in urban development. (01:56:10) - Andrew Feldman, CEO and co-founder of Cerebras Systems, discusses the company's pioneering efforts in AI hardware, highlighting the development of their Wafer Scale Engine (WSE) chips, which integrate memory and logic onto a single, large-scale wafer to enhance performance and efficiency. He emphasizes the significance of fast inference in AI applications, noting that the WSE-3 chip can train models ten times larger than OpenAI's GPT-4, and mentions partnerships with organizations like the Mayo Clinic and G42 in the UAE to deploy these technologies. Feldman also reflects on the challenges of innovating in the semiconductor industry, including overcoming skepticism and technical hurdles associated with wafer-scale integration. (02:29:26) - Nathan Nwachuku, a 22-year-old software engineer and co-founder of Terra Industries, is leading efforts to establish Africa's first modern defense prime by developing autonomous security systems to protect the continent's critical infrastructure. He discusses his journey from launching an edtech startup at 17 to recognizing the need for foundational security solutions to support Africa's industrial growth, leading to the creation of Terra Industries in 2024. Nwachuku highlights the company's focus on building surveillance technologies, including drones and sentry towers, powered by a unified software platform to address evolving threats across land, air, and maritime domains. (02:40:07) - Anastasios Nikolas Angelopoulos, a former PhD student at UC Berkeley, is a co-founder of LM Arena, a platform for evaluating large language models (LLMs) based on human preferences. In the conversation, he discusses the challenges of model evaluation, the importance of unbiased user feedback, and the platform's role in helping users make informed decisions about LLMs. He also highlights the platform's growth, its approach to incentivizing user participation, and future plans to expand evaluation categories and integrate speed and cost considerations. (02:53:22) - 𝕏 Timeline Reactions (02:58:30) - Harley Finkelstein, President of Shopify, is a Canadian entrepreneur and lawyer who founded his first company at 17 and later earned a law degree and MBA from the University of Ottawa. In the transcript, he discusses the rapid emergence of billion-dollar brands like Skims and Gymshark, emphasizing that these companies didn't just capture existing market share but created new markets by innovating within traditional product categories. He also highlights Shopify's collaboration with Google to develop the Universal Commerce Protocol, an open-source language enabling merchants to seamlessly integrate with AI agents, thereby enhancing the shopping experience through features like loyalty programs, subscriptions, and personalized delivery options. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioFollow TBPN: https://T

Ep 335AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN
Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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.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
Ep 334a16z’s $15B Raise, Tim Cook Exit Rumors, Meta Goes Nuclear | Ben Horowitz, David George, Alex Rampell, Jen Kha, Jeremie Eliahou
Sign up for TBPN’s daily newsletter at TBPN.com(02:19) - Tim Cook's Retirement Rumors (09:11) - AI Needs a (Steve) Jobs (24:54) - Meta Announces Nuclear Partnerships (29:45) - Can AI Solve the Recycling Crisis? (37:51) - a16z's $15B Raise (45:14) - 𝕏 Timeline Reactions (01:07:25) - WSJ Mansion Section (01:28:29) - Jeremie Eliahou is a technology analyst at Semianalysis, where he focuses on semiconductors, AI hardware, and datacenter infrastructure. His work is known for deep technical rigor and clear analysis of GPU roadmaps, compute economics, and industry supply chains. (02:01:29) - Jen Kha, Operating Partner and Head of Investor Relations at Andreessen Horowitz, discussed the firm's recent $15 billion fundraise, highlighting the rapid three-month oversubscription driven by strong LP conviction in the AI super cycle. She emphasized the firm's decentralized structure, with specialized funds and teams, allowing nimble operations despite its 600+ employees. Kha also noted that while LPs seek liquidity, they prefer to retain stakes in high-performing companies, choosing to ride their winners rather than cash out prematurely. (02:16:40) - Alex Rampell, a General Partner at Andreessen Horowitz, is a serial entrepreneur who co-founded companies like Affirm and TrialPay. In the conversation, he discusses his entrepreneurial journey, the importance of understanding industry history, and the role of AI in creating defensible business models. He emphasizes that successful entrepreneurs can effectively mobilize resources, possess deep industry knowledge, and are driven by motivations beyond financial gain. (02:32:29) - David George, a General Partner at Andreessen Horowitz, discusses the firm's consistent growth investment strategy, emphasizing a focus on exceptional companies and founders with ambitious visions. He observes a post-COVID shift in founder psychology towards a more intense work ethic, contributing to rapid company growth, particularly in AI-driven sectors. George also notes the rational trend of companies remaining private longer, benefiting from a robust private market and avoiding public market volatility. (02:38:51) - Ben Horowitz, co-founder of venture capital firm Andreessen Horowitz, discusses the enduring challenges of entrepreneurship, emphasizing that despite technological advancements, the fundamental difficulties remain constant. He highlights the firm's evolution to address the expanding tech industry by creating specialized teams focused on areas like AI and crypto, ensuring comprehensive market coverage. Horowitz also reflects on the nature of market bubbles, noting that widespread denial of a bubble's existence often precedes its burst, contrasting past and present market conditions. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.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

Ep 333The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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.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
Ep 332Dimon’s Take on Apple Card, Trump’s Greenland Play, VC Winter Deepens | Josh Wolfe, Delian Asparouhov, Arun Gupta, Julie Bush, Winston Weinberg, Yotam Segev
Sign up for TBPN’s daily newsletter at TBPN.com(01:37) - Dimon’s Take on Apple Card (23:11) - VC Winter Deepens (27:47) - Trump’s Greenland Play (41:07) - 𝕏 Timeline Reactions (56:51) - Anthropic Raises $10B (01:02:44) - 𝕏 Timeline Reactions (01:27:31) - Delian Asparouhov, a Partner at Founders Fund and Co-Founder of Varda Space Industries, discusses the K-shaped distribution in venture capital, where a significant portion of funding is concentrated in a few large companies, leading to fewer deals and companies staying private longer. He highlights the increasing use of Special Purpose Vehicles (SPVs) by venture firms to participate in large funding rounds without traditional fee structures, enhancing relationships with high-profile companies. Additionally, Asparouhov notes the growing role of private companies in defense and space sectors, emphasizing the need for innovation and efficiency in these industries. (01:56:54) - Arun Gupta, co-founder and CEO of Hapiko, has a background in building products that connect people and spark creativity, including founding Grailed, a global fashion marketplace. In the conversation, he discusses the launch of Stickerbox, an AI-powered voice-to-sticker printer designed to bring children's imaginations to life by allowing them to create and print stickers from their spoken ideas. He emphasizes the importance of creating technology that empowers kids to dream bigger and create freely, highlighting Stickerbox's role in fostering hands-on, screen-free play. (02:25:54) - Julie Bush, co-founder and CEO of Valinor Enterprises, discusses her company's innovative approach to the defense and national security sector. Valinor operates as an operational holding company, focusing on addressing overlooked yet critical areas within the defense market by centralizing operations and decentralizing engineering across its subsidiaries. This model enables rapid development and deployment of products, such as power systems for unmanned autonomous systems and combat casualty care solutions, aiming to provide sustainable and enduring solutions in a market often dominated by large-scale projects. (02:38:24) - Winston Weinberg, CEO and co-founder of Harvey, a legal AI company, discusses the evolution of Harvey from serving large law firms to also assisting corporations and mid-market clients by providing an operating system that enables lawyers to deliver services more efficiently and cost-effectively. He highlights the challenges in legal billing, noting that while certain tasks may become less expensive due to automation, the overall legal bill might remain unchanged as lawyers focus more on high-value work. Weinberg also emphasizes the importance of integrating AI into legal processes to enhance reasoning capabilities and streamline workflows, ultimately aiming to transform the legal profession by allowing lawyers to concentrate on complex, high-leverage tasks. (02:51:52) - Yotam Segev, co-founder and CEO of Cyera, a data security company, discusses his background in Israeli Military Intelligence's Unit 8200, where he met his co-founder, Tamar Bar-Ilan, and their shared experience in cybersecurity. He emphasizes the importance of listening to customers to understand their needs and engineering solutions that address complex problems in large enterprises. Segev also highlights concerns about the rapid adoption of AI in enterprises, noting the pressure on security teams and the insufficient security measures from AI providers, which could lead to significant exposures in the coming years. (02:58:24) - Josh Wolfe, co-founder and managing partner of Lux Capital, announced the firm's successful raise of a $1.5 billion fund, marking a significant milestone from their initial $100 million fund over two decades ago. He discussed the current venture capital landscape, noting a bifurcation where smaller funds face extinction while larger firms consider going public, and emphasized Lux Capital's focus on sectors like aerospace, defense, biotech, and AI, highlighting investments in companies such as Anduril and Applied Intuition. Wolfe also expressed optimism about upcoming IPOs in defense tech and AI, underscoring the importance of American capital markets in fostering technological innovation. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.c

Ep 331xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.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
Ep 330xAI’s $20B Raise, Semafor’s $30M Round, America’s Tech Decline | Ravi Gupta & Pat Grady, Vincenzo Landino, Nigel Vaz, Ben Smith, Jacob Rintamaki
(00:32) - xAI's $20B Series E (13:36) - 𝕏 Timeline Reactions (25:34) - Semafor's $30M Funding (31:19) - 𝕏 Timeline Reactions (53:37) - The Decline of the American Technology Industry (01:10:07) - Boston Biotech Bubble Bursts (01:14:46) - OpenAI Launches ChatGPT Health (01:27:36) - Vincenzo Landino, founder and managing director of Business of Speed, a motorsport-focused marketing consultancy, discusses his lifelong passion for racing, stemming from his Italian heritage and early exposure to motorsports. He highlights the significant growth in Formula 1's popularity in the United States, attributing it to strategic content initiatives like Netflix's "Drive to Survive" and ESPN's coverage, which have attracted new fans and increased team valuations. Landino also explores the evolving landscape of motorsport investments, noting the rising interest from tech companies and the substantial financial commitments required to enter the sport, emphasizing the unique networking and branding opportunities that ownership and sponsorship in Formula 1 provide. (02:00:51) - Nigel Vaz, CEO of Publicis Sapient, a digital business transformation company, discusses the challenges enterprises face in scaling AI initiatives beyond initial pilots, emphasizing the need for integrated toolchains and data strategies to achieve meaningful transformation. He highlights the importance of leveraging first-party data to enhance customer experiences and drive growth, citing examples from industries like automotive and healthcare. Vaz also addresses the role of AI in advertising, noting the potential for personalized content and the necessity of aligning creative processes with regulatory requirements across different markets. (02:19:23) - Ravi Gupta, a Partner at Sequoia Capital and former COO and CFO of Instacart, announced his plans to start a new company while maintaining his role at Sequoia. He emphasized the transformative impact of AI on industries and the importance of agility and responsiveness for companies to remain competitive. Gupta also highlighted the significance of assembling a strong team and leveraging network effects to build enduring businesses in the rapidly evolving technological landscape. Pat Grady is a partner at Sequoia Capital, where he focuses on early-stage investments in software, fintech, and internet companies. He’s known for working closely with founders on company-building, product strategy, and scaling from zero to one. (02:45:09) - Ben Smith, co-founder and editor-in-chief of Semafor, discusses the profitability of his media startup, emphasizing the importance of delivering trusted, high-quality journalism to an informed audience. He highlights the challenges in the media industry, noting that many newsrooms have added events businesses to compensate for declining web advertising revenues. Smith also shares plans to hire more journalists and expand Semafor's convening business, including hosting a major event in Washington, D.C., in April. (02:58:57) - Jacob Rintamaki, a robotics expert, discusses the rapid advancements in robotics and artificial intelligence, emphasizing their transformative impact on various industries, particularly data centers. He highlights the swift pace of these developments, noting that tasks like server maintenance and cable management are increasingly automated, leading to enhanced efficiency and reduced human intervention. Rintamaki also touches on the broader societal implications, suggesting that as automation becomes more prevalent, industries must adapt to these changes to remain competitive. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.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

Ep 329The legacy and future of CES, Dwarkesh’s “Capital in the 22nd Century,” Ben Thompson’s “AI and the Human Condition” | Diet TBPN
Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.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