TBPN

(02:19) - The Death of the Tech Conference (23:27) - Dimon Launches Deregulation Blitz (27:49) - 𝕏 Timeline Reactions (01:16:29) - Casey Newton, an American technology journalist and founder of the Platformer newsletter, discusses his investigation into a viral Reddit post alleging unethical practices by food delivery companies, which was later revealed to be a hoax. He details his initial belief in the post's plausibility, his communication with the purported whistleblower, and the red flags that emerged during their interactions. Newton reflects on the challenges posed by AI-generated content in journalism and emphasizes the need for enhanced vigilance and fact-checking in the digital age. (01:33:44) - Alex Epstein is an author and energy commentator best known for The Moral Case for Fossil Fuels, where he argues that affordable, reliable energy is essential to human flourishing. He is the founder of the Center for Industrial Progress and a frequent speaker on energy policy, climate, and economics. (02:09:09) - Jamie Siminoff, founder of Ring, discusses his extensive experience at CES, highlighting his journey from personally constructing early booths to now showcasing professionally built exhibits. He reflects on his 2013 "Shark Tank" appearance, noting that despite initial rejection, Ring evolved into a leading home security company with over 100 million cameras deployed globally. Siminoff emphasizes the integration of AI in Ring's products to enhance user experience by reducing unnecessary alerts and improving the relevance of notifications. (02:31:04) - Jake Paul is an American professional boxer, influencer, and actor who began his career on Vine and YouTube before transitioning into boxing. In the conversation, Paul discusses his venture capital firm, Anti Fund, co-founded with Geoffrey Woo, emphasizing their founder-first approach and commitment to providing value beyond capital, such as expertise in distribution and marketing. He also highlights their investment in OpenAI's SORA project, where they contributed to the platform's functionality and launch strategy, leveraging their social media experience to enhance user engagement. (02:49:14) - Matt Pavelle, co-founder and CEO of Doctronic, has over 25 years of experience in building startups, including the e-commerce unicorn Moda Operandi. In the conversation, he discusses Doctronic's AI-powered healthcare platform, which has conducted over 20 million consultations for 2 million patients, offering free AI interactions and access to licensed doctors across all 50 states. He highlights the platform's ability to provide timely medical advice, noting that users engage with the system multiple times a month, and shares that in Utah, Doctronic's AI is legally authorized to renew prescriptions without doctor oversight. (03:06:29) - David Senra is the creator and host of the Founders podcast, where he distills lessons from biographies of history’s most successful entrepreneurs. He’s known for his intense focus on long-term thinking, obsession with craft, and the habits that drive exceptional founders. Lulu Cheng is a venture capitalist and writer known for sharp analysis on technology, startups, and ambition. She has worked in both investing and operating roles and is widely followed for her candid commentary on founder psychology, power, and the realities of building companies. 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

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

(02:25) - Dan Wang's Annual Letter (43:08) - Meta Acquires Manus (59:33) - Nvidia's $20B Groq Deal (01:10:48) - Doordash Responds to Reddit Firestorm (01:43:53) - California Wealth Tax Targets Billionaires (02:00:54) - Scott Belsky's 12 Outlooks for the Future (02:27:20) - 𝕏 Timeline Reactions (02:32:31) - Justin Mares, co-founder and CEO of Truemed, is a wellness entrepreneur dedicated to making preventive healthcare more accessible by enabling individuals to use HSA/FSA funds for health-promoting products and services. In the conversation, he discusses Truemed's recent $34 million Series A funding led by Andreessen Horowitz, the company's mission to shift healthcare spending towards prevention, and the growing adoption of HSAs and FSAs for proactive health investments. 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

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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(00:25) - 2025 in Review (17:34) - TikTok's $50B Profit (22:34) - 𝕏 Timeline Reactions (24:27) - Michael Truell & Merrill Lutsky, co-founder and CEO of Anysphere, leads the company behind Cursor, an AI-powered code editor that has rapidly gained prominence in the software development industry. In the conversation, Truell discusses the integration of Graphite and Cursor, emphasizing their shared vision for the future of software development, the transformative impact of AI agents on coding practices, and the strategic steps both companies are taking to enhance developer collaboration and productivity. (47:48) - 𝕏 Timeline Reactions (01:04:20) - OpenAI Declares Code Red (01:16:15) - Pranav Myana, a San Francisco-based entrepreneur and 776 Foundation Fellow, discusses the potential of space-based data centers to address Earth's constraints on land, water, and power. He highlights the challenges of cooling in space due to the vacuum environment, necessitating innovative radiator designs, and emphasizes the importance of reducing launch costs for the feasibility of such projects. Myana also explores the future of optical orbital data centers utilizing photonics for efficient matrix multiplication and reduced heat generation. (01:34:29) - Anna Goldie, co-founder and CEO of Ricursive Intelligence, discusses her journey from studying computer science and linguistics at MIT to her work at Google Brain and Anthropic, leading to the founding of Ricursive Intelligence. She highlights the company's mission to revolutionize chip design by using AI to accelerate development timelines, enabling a recursive feedback loop where AI designs better chips, which in turn train more advanced AI. This approach aims to transform chip design from a bottleneck into an accelerant, facilitating the co-evolution of AI and hardware. (01:48:11) - 𝕏 Timeline Reactions (01:57:40) - Edward Mehr, co-founder and CEO of Machina Labs, discusses the company's innovative approach to manufacturing through their "Robo Craftsman" system—portable robotic units capable of autonomously shaping metal into complex forms, such as drone components, by deforming aluminum sheets. He highlights partnerships with entities like the Department of Defense and Toyota, emphasizing the system's flexibility in producing diverse metal products and its potential to revolutionize manufacturing by enabling rapid, distributed production without the need for large, centralized factories. Mehr also mentions plans for company expansion, including opening a third facility outside California and increasing staff to over 240 employees within two years. (02:06:32) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(00:30) - 𝕏 Timeline Reactions (05:02) - OpenAI in talks at $750B (08:56) - WB Board Questions Paramount's Funding Stability (23:03) - 𝕏 Timeline Reactions (55:03) - Brian Armstrong and Tarek Mansour are the co-founders of Coinbase, one of the world’s largest cryptocurrency platforms. Armstrong, a former Airbnb engineer, serves as CEO and has been a leading advocate for mainstream crypto adoption, while Mansour, Coinbase’s CTO, architected much of the company’s core infrastructure and security systems. (01:11:58) - 𝕏 Timeline Reactions (01:44:16) - Simon Hørup Eskildsen, co-founder and CEO of turbopuffer—a serverless vector and full-text search platform—discusses the company's recent addition of Thrive Capital as an investor, emphasizing their preference for a concentrated cap table with long-term partners. He highlights the importance of customer satisfaction over fundraising figures, sharing a positive testimonial from Notion's co-founder, Akshay Kothari, about turbopuffer's impact on product development. Eskildsen also notes the company's growth to 22 employees and their focus on scaling infrastructure to handle increasing data demands in AI applications. (02:01:48) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:12) - Ford's EV Reality Check (21:03) - Amazon x OpenAI (33:13) - Kushner Drops WB Bid (39:53) - 𝕏 Timeline Reactions (57:33) - Sarah Guo is the founder and managing partner of Conviction, an early-stage venture firm focused on backing transformative software and AI companies. She’s known for combining deep technical fluency with a strong product lens, shaped by her experience as a partner at Greylock and as a former Facebook product leader. (01:32:29) - Doug O'Laughlin an expert in artificial intelligence and data center infrastructure, discusses Amazon's strategic partnership with OpenAI, emphasizing Amazon's superior execution in data center expansion and power availability. He highlights the challenges of integrating multiple computing platforms, noting that while diversification can reduce costs, it requires significant effort. Doug also expresses skepticism about the feasibility of space-based data centers, citing current difficulties in terrestrial model training and infrastructure development. (01:55:04) - Doug Bernauer, CEO and founder of Radiant, a company developing portable nuclear microreactors, discussed the company's progress in building their first reactor, which is set to become the first new design to go critical at Idaho National Laboratory since 1977. He highlighted securing a contract with Equinix for 20 units and a deal with the U.S. Air Force through the Defense Innovation Unit, emphasizing the role of nuclear energy in driving prosperity by providing power wherever needed. Bernauer also announced over $300 million in new funding, led by Draper Associates and Boost VC, to accelerate commercialization efforts, including constructing a mass-production facility in Tennessee. (02:09:01) - Jacob Effron, Managing Director at Redpoint Ventures, focuses on AI, enterprise software, and healthcare investments. In the conversation, he discusses the current state and future prospects of AI applications, the evolving venture capital landscape, and the potential impact of AI on various industries, including robotics and consumer hardware. He also shares insights on the challenges and opportunities in AI infrastructure development and the role of large tech companies in the AI ecosystem. (02:31:18) - Logan Kilpatrick, the product lead for Google AI Studio, discusses the launch of Gemini 3 Flash, highlighting its enhanced speed and efficiency compared to previous models. He emphasizes that Gemini 3 Flash offers advanced multimodal reasoning capabilities, enabling users to process and understand various forms of information more effectively. Kilpatrick also notes that this model is more cost-effective, making it accessible to a broader range of users and applications. (02:44:17) - David Senra is the creator and host of the "Founders" podcast, where he delves into biographies of history's greatest entrepreneurs, extracting lessons and insights for his audience. In the conversation, he emphasizes the critical role of storytelling in entrepreneurship, highlighting that the most effective storytellers are often founders themselves, as they possess an intrinsic understanding and passion for their company's mission. He underscores the importance of founders being deeply involved in communicating their vision, as this authenticity and dedication are challenging to replicate through external hires. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(00:55) - Viral WSJ 'You Don't Need a Storyteller' Piece (28:52) - 𝕏 Timeline Reactions (34:03) - ChatGPT Images 1.5 (46:05) - 𝕏 Timeline Reactions (01:00:44) - Coreweave Tests AI Market Hype (01:11:40) - The Price of Ford's EV Push (01:19:58) - 𝕏 Timeline Reactions (01:30:32) - Karri Saarinen, co-founder and CEO of Linear, a project management tool, previously served as Principal Designer at Airbnb and Head of Design at Coinbase. In the conversation, he discusses the importance of maintaining a broad perspective in design, cautioning against conflating design with coding, as it may limit creativity and lead to conservative solutions. He emphasizes the need for a conceptual design phase to explore multiple directions before execution, allowing for innovative and thoughtful outcomes. (01:51:42) - 𝕏 Timeline Reactions (02:00:47) - Mike Cessario, founder and CEO of Liquid Death, discusses the innovative launch strategy of his canned water brand, emphasizing the use of a viral video to gauge market interest before product availability. He highlights the importance of leveraging existing networks and resources, such as collaborating with the creator of "Mr. Pickles" for brand design and animation, to create compelling marketing content. Cessario also addresses the balance between humor in branding and maintaining sincerity in customer interactions, underscoring the significance of understanding the audience and context in communication. (02:21:36) - Elliot Cohen, co-founder of PillPack, which was acquired by Amazon in 2018, discusses his new venture, General Medicine, an online healthcare marketplace aiming to simplify access to medical care. He highlights the platform's ability to connect users with medical providers, assess care needs based on symptoms, and integrate health history into a chat interface for personalized support. Cohen emphasizes the importance of empowering consumers in their healthcare journey, aiming to make the experience as seamless as shopping online. (02:38:44) - Ali Ghodsi, CEO and co-founder of Databricks, discusses the company's significant growth, highlighting a revenue run rate surpassing $4.8 billion with over 55% year-over-year growth, and AI products exceeding $1 billion in revenue. He emphasizes the importance of a solid data foundation for effective AI implementation, noting that AI models are becoming commodities, but their true value lies in reasoning over proprietary enterprise data. Ghodsi also shares insights on navigating open-source business models, advising founders to achieve widespread adoption of their open-source projects and then innovate with proprietary offerings to monetize effectively. (03:06:30) - Affinity Drops out of WB Takeover Battle (03:09:04) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(04:53) - 𝕏 Timeline Reactions (56:21) - Evan Spiegel is the co-founder and CEO of Snap Inc., best known for creating Snapchat, the camera-driven social platform he helped launch while still a Stanford student, and has since become one of the youngest self-made billionaires in tech while steering Snap’s evolution into an augmented-reality–focused company. (01:43:03) - 𝕏 Timeline Reactions (01:49:47) - RJ Scaringe, founder and CEO of Rivian Automotive, discusses the company's strategic focus on expanding its product lineup with the upcoming R2 SUV, aiming to offer a more affordable electric vehicle option starting at around $45,000. He highlights the importance of vertical integration, including the development of in-house technologies like the Rivian Autonomy Processor, to enhance vehicle capabilities and maintain a competitive edge. Scaringe also emphasizes the significance of creating distinctive vehicle designs, such as the unique headlight configuration, to establish brand identity and appeal to a broader market. (02:29:26) - Scott Kupor, Director of the U.S. Office of Personnel Management, discusses the launch of the U.S. Tech Force, a two-year program aiming to recruit 1,000 engineers, product managers, data scientists, and AI specialists into various federal agencies to modernize government infrastructure. This initiative addresses the need for modern technical expertise and aims to attract early-career professionals, who currently constitute only about 7% of the federal workforce, compared to 25-30% in the private sector. In collaboration with 25 tech companies, the program offers participants career development opportunities and a job fair at the end of the term, facilitating transitions to private sector roles if desired. (02:41:00) - Colin Rosenblum and Samir Chaudry are the creators behind Colin & Samir, a media duo known for their in-depth interviews and analysis about the creator economy; through their YouTube channel, podcast, and newsletter, they break down how creators build businesses, spotlight emerging platforms, and offer industry-shaping commentary that has made them leading voices in creator-focused media. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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(02:12) - Disney’s $1B OpenAI Bet (26:57) - GPT 5.2 Reactions (40:53) - 𝕏 Timeline Reactions (58:46) - Mike Swan, owner and managing broker of Swan Land Company, specializes in ranch, farm, and recreational land sales across the Rocky Mountain West. In the conversation, he discusses the enduring appeal of land investments in the western United States, noting a slowdown in 2025 due to strong financial markets but anticipating renewed interest in early 2026. He highlights the premium value of properties with quality water features, the influx of tech industry professionals into Montana seeking safety and lifestyle benefits, and the challenges of generating significant returns from agricultural operations alone, emphasizing the importance of long-term appreciation and conservation-minded ownership. (01:24:40) - Matt Levine is a Bloomberg Opinion columnist and author of the daily newsletter "Money Stuff." In the conversation, he discusses his transition from working at Goldman Sachs to becoming a journalist, the evolution and challenges of prediction markets, and the potential implications of insider trading within these markets. He also touches on topics such as the possible SpaceX IPO, the OpenAI-Disney deal, and the growth of private credit in the tech industry. (01:57:58) - Mike Gallagher, Head of Defense at Palantir Technologies and former U.S. Congressman, discusses the critical need for the U.S. to expand its naval fleet to deter potential threats, particularly from China, emphasizing the importance of increasing ship production to meet geopolitical challenges. He highlights the Navy's partnership with Palantir to implement the Shipbuilding Operating System (ShipOS), a $448 million initiative aimed at modernizing shipbuilding through artificial intelligence and autonomy technologies, thereby streamlining production and enhancing efficiency. Gallagher also addresses the role of autonomous vessels and the significance of international collaborations in strengthening maritime security. (02:17:28) - Saagar Enjeti is a political commentator, journalist, and podcaster best known as the co-host of Breaking Points alongside Krystal Ball. Previously the host of Rising at The Hill, he built a large following for his populist-leaning, anti-establishment analysis across foreign policy, economics, and U.S. politics. He is a graduate of George Washington University and the University of Texas’ LBJ School, and he has written on national security and international affairs for several outlets. Enjeti is widely recognized for his clear, independent commentary that resists traditional left–right alignment. (03:02:30) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(00:36) - SpaceX IPO (29:55) - Oracle Slides (43:16) - Disney x OpenAI (55:38) - Dylan Byers, a founding partner and senior correspondent at Puck, covers the media industry, including business and gossip. He discusses the media's tendency toward self-obsession, highlighting how minor gossip can overshadow significant industry events. Byers also examines the personal dynamics influencing major mergers, such as the competition between Paramount and Netflix for Warner Bros. Discovery, and the role of AI in the future of media, noting Disney's partnership with OpenAI to create interactive experiences with its characters. (01:28:01) - Fidji Simo, a French-American businesswoman, is the CEO of Applications at OpenAI, having previously served as CEO of Instacart and as head of the Facebook app at Meta. In the conversation, she discusses her transition to OpenAI, emphasizing her commitment to democratizing AI by transforming ChatGPT from a chatbot into a personal super assistant that can manage various aspects of users' lives, such as travel planning and health management. She also highlights the importance of integrating AI into both consumer and enterprise applications, aiming to enhance productivity and accessibility across different sectors. (01:52:26) - 𝕏 Timeline Reactions (02:10:32) - Angela Jiang, a former product manager at OpenAI who contributed to the launches of GPT-3.5 and GPT-4, has co-founded Worktrace AI, a startup focused on automating repetitive tasks in large enterprises. In the conversation, she discusses how Worktrace AI observes employee workflows to identify tasks suitable for AI automation, aiming to bridge the gap between advanced AI models and their practical application in real-world business scenarios. The company recently emerged from stealth mode, announcing a $9 million seed funding round led by Conviction and 8VC, with participation from the OpenAI Fund and notable figures such as Mira Murati and Jason Kwon. (02:20:40) - Jonathan Slotkin, a practicing neurosurgeon and health system leader, discusses the significant public health benefits of autonomous vehicles, emphasizing that data from Waymo's 100 million miles of operation show a 91% reduction in serious injury crashes compared to human drivers. He argues that widespread adoption of self-driving cars could eliminate traffic deaths as a leading cause of mortality in the U.S., highlighting the need to overcome regulatory challenges and public skepticism to realize these life-saving advancements. (02:35:47) - Aaron Cannon, co-founder and CEO of Outset, discusses his company's AI-moderated research platform that enables enterprises to conduct and synthesize video interviews at scale, combining the depth of one-on-one interviews with the speed of surveys. He highlights Outset's recent $17 million Series A funding led by 8VC, bringing total funding to $21 million, and mentions partnerships with Fortune 500 companies like WeightWatchers, Nestlé, and Microsoft. Cannon emphasizes the platform's ability to deliver in-depth insights rapidly, noting that clients have experienced research processes that are over eight times faster and capture ten times more interviews than traditional methods. (02:46:02) - Karan Kunjur, co-founder and CEO of K2 Space, discusses the company's focus on developing large, high-power satellites to meet the growing demand for advanced space capabilities. He highlights the shift from smaller satellites to larger platforms, leveraging the capabilities of modern heavy-lift rockets like SpaceX's Falcon 9 and Starship. Kunjur also emphasizes K2 Space's commitment to providing cost-effective, high-capacity satellite solutions for both commercial and government clients. (03:00:43) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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(00:28) - H200 Exports Resume (07:20) - China-Linked AI Chip Smuggling (14:43) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the Federal Reserve's recent 25 basis point interest rate cut, highlighting internal divisions within the Fed's rate-setting committee, with three members dissenting—two favoring no change and one advocating a deeper cut. He also examines the potential impact of future rate cuts on long-term yields, noting that aggressive short-term cuts could lead to higher long-term rates due to inflation expectations, which may not provide the desired economic stimulus. (34:20) - Warner Deal Drags (43:29) - Meta AI Chafe Gate (59:04) - Ben Smith is a veteran American journalist and media executive. He is the co-founder and editor-in-chief of Semafor, the global news platform launched in 2022. Previously, he was the media columnist for The New York Times (2020–2022) and before that the founding editor-in-chief of BuzzFeed News (2012–2020). Earlier in his career he covered politics for Politico and other outlets, helping pioneer digital-era political journalism. (01:40:43) - Matt Hicks, who became Red Hat's President and CEO in July 2022, discusses the company's evolution from offering only Red Hat Enterprise Linux (RHEL) to a diverse portfolio including OpenShift, Ansible, and Red Hat AI. He emphasizes Red Hat's focus on smaller, open-source AI models that are more manageable and cost-effective for enterprises compared to larger frontier models. Hicks also highlights the importance of building authentic open-source communities and the value of long-term commitment within a company, drawing from his own 20-year tenure at Red Hat. (02:00:58) - Stephen Schwartz, CEO of WAP, discusses the company's rapid growth, noting that to achieve a 50% increase in business, they must add over $1 billion in earnings annually. He highlights their aggressive international expansion and strategic partnerships, including a recent collaboration with Micro One to enhance their platform's capabilities. Schwartz also emphasizes the company's focus on integrating AI throughout their platform to simplify operations and support users in starting businesses more efficiently. (02:20:46) - 𝕏 Timeline Reactions (02:29:02) - Saam Motamedi, a General Partner at Greylock Partners, focuses on early-stage investments in enterprise software, particularly in AI, cybersecurity, and data infrastructure. He discusses the current venture capital landscape, noting a shift towards a smaller number of firms concentrating on long-term partnerships with founders, emphasizing the importance of enduring commitment in the industry. Motamedi also highlights the transformative impact of AI on enterprise software, suggesting that new pricing models, interfaces, and data structures are creating opportunities for startups to disrupt established companies. (02:41:08) - Nicholas Kelez, CEO and CTO of xLight, discusses the company's mission to develop the world's most powerful free-electron lasers to revolutionize semiconductor manufacturing by enhancing lithography processes, making chip production more efficient and cost-effective. He highlights the strategic partnership with former Intel CEO Pat Gelsinger, who has significantly contributed to xLight's growth and leadership development. Kelez also emphasizes the importance of the recent $150 million Letter of Intent with the U.S. Department of Commerce, which will accelerate the development of their prototype and advance their first commercial products. (02:48:17) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the launch of duPont REGISTRY Live, an online auction platform offering a 100% sell-through guarantee and a 14-day return policy for buyers. He highlights the company's recent $34 million capital raise to support this initiative and mentions plans to expand their Nashville facility to 65,000 square feet for vehicle inspections and certifications. Tessier also shares insights into the growing luxury car market, referencing a forthcoming report estimating the U.S. market at $110 billion, with expectations to double in the next decade. (02:56:53) - Filip Kaliszan, CEO and co-founder of Verkada, discusses his company's mission to enhance physical security through AI and integrated hardware solutions like cameras and access controllers, serving clients such as enterprises, schools, and government buildings. He highlights the company's growth since its 2016 inception, now boasting over 30,000 global customers, including 100 of the Fortune 500, and emphasizes the importance of on-device processing to manage data efficiently and cost-effectively. Kaliszan also touches on the potential role of AI and robotics in security, the company's flexible pricing for nonprofits, and fut

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(00:20) - Ellison's Counter Offer (18:23) - Chinese H200s (32:18) - Data Centers in Space (42:30) - 𝕏 Timeline Reactions (01:01:24) - Aaron Ginn is the CEO and Co-Founder of Hydra Host, a company specializing in high-performance computing infrastructure. In the conversation, he discusses the importance of the United States engaging pragmatically with China on trade, particularly in the technology sector, to maintain American interests and influence. He emphasizes that while China may copy technologies, the U.S. should focus on leveraging its strengths in commerce and free markets to foster mutually beneficial relationships. (01:22:18) - Matt Kalish, co-founder and president of DraftKings, discusses his journey from analytics and marketing roles to launching DraftKings in 2012, growing it into a leading sports betting platform. He highlights his transition to focus on Hardscope, a new platform aimed at empowering creators and brands in the evolving media landscape, leveraging his experience with Faze Clan to support talent across various content verticals. Kalish also addresses the competitive nature of the sports betting industry, emphasizing DraftKings' commitment to innovation and customer satisfaction amid emerging trends like prediction markets. (01:43:05) - Emil Michael, the Under Secretary of Defense for Research and Engineering, discusses the Department of Defense's collaboration with Google to provide 3 million Department of War employees access to Google Gemini on a secure private network, emphasizing the importance of integrating AI capabilities while maintaining data security. He highlights the rapid implementation of this initiative within three months and addresses the necessity of banning foreign AI models like Deep Seek to prevent sensitive data exposure. Additionally, Michael outlines the department's commitment to supporting multiple AI models across various security classifications to enhance operational efficiency and maintain technological superiority. (02:03:16) - SpaceX Targets 2026 IPO (02:11:30) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the company's recent milestone of their XB-1 aircraft breaking the sound barrier without generating an audible sonic boom on the ground, demonstrating the feasibility of quiet supersonic travel. He explains the physics behind this achievement, known as "Mach cutoff," where the sonic boom refracts upward in the atmosphere, preventing it from reaching the ground. Scholl emphasizes that this advancement opens the door to supersonic travel over land, potentially reducing flight times across the U.S. (02:34:46) - Naveen Rao, CEO of Unconventional AI, discusses his journey from founding AI chip company Nervana in 2014, to selling MosaicML to Databricks in 2023, and now leading Unconventional AI, which recently raised $475 million at a $4.5 billion valuation. He emphasizes the need to rethink computing paradigms to address AI's escalating energy demands, aiming to develop hardware that is a thousand times more efficient by leveraging new abstractions and focusing solely on AI applications. Rao highlights the importance of rapid iteration and deep co-design in developing this novel hardware, drawing inspiration from biological systems to create more efficient AI substrates. (02:48:42) - Ofir Ehrlich, co-founder and CEO of Eon, is a seasoned entrepreneur with a background in cloud infrastructure and data protection, having previously co-founded CloudEndure, which was acquired by Amazon in 2019. In the conversation, he discusses Eon's mission to revolutionize cloud backups by transforming them into accessible data lakes, enabling enterprises to utilize their backup data for AI and analytics, and highlights the company's recent $300 million Series D funding round led by Gil Capital, valuing Eon at $4 billion. (02:57:33) - Gorkem Yurtseven, co-founder and CTO of Fal.ai, a generative media platform for developers, announced the company's $140 million Series D funding led by Sequoia, with participation from Kleiner Perkins and Nvidia. He highlighted the company's significant growth, including an eightfold increase in revenue over the past year and the expansion of their client base to major advertisers, retail platforms, design apps, and movie studios. Yurtseven also discussed the unexpected rise of image editing surpassing AI video in their business, emphasizing the evolving landscape of generative media and the company's commitment to advancing AI-driven media production. (03:07:50) - Pedro Franceschi, co-founder and CEO of Brex, announced a $5.6 billion partnership with Fifth Third Bank to introduce AI-powered financial solutions to businesses. This collaboration aims to modernize corporate cards and automate financial workflows, leveraging Brex's technology and Fifth Third's extensive distribution network. Franceschi highlighted the potential to transform financial operations for thousands of businesses still using legacy systems. (03:18:13

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(01:57) - Rich Greenfield, a partner and media analyst at LightShed Partners, discusses the complexities of the ongoing bidding war between Netflix and Paramount for Warner Bros., highlighting the antitrust implications and the evolving competitive landscape in the streaming industry. He emphasizes that defining the market narrowly to only include premium subscription streaming services overlooks the vast competition from platforms like YouTube and traditional television, making antitrust evaluations challenging. Greenfield also notes that both Netflix and Paramount aim to leverage Warner Bros.' extensive content library to enhance their offerings, with Netflix's algorithmic prowess potentially revitalizing underutilized assets. (21:06) - Timeline Reactions to WB Bidding War (44:11) - 𝕏 Timeline Reactions (53:52) - Prediction Markets on a Tear (01:03:11) - Delian Asparouhov is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, a company pioneering in-space manufacturing of pharmaceuticals and advanced materials. In the conversation, he discusses the appointment of Jared Isaacman as NASA Administrator, emphasizing Isaacman's leadership qualities and the positive impact on the commercial space industry. He also explores the strategic importance of lunar missions, advocating for the Moon as a critical step toward Mars exploration, and highlights the potential of space-based infrastructure like mass drivers for efficient transportation of materials. (01:32:03) - Sarah Harrelson, founder and editor-in-chief of Cultured magazine, discusses the magazine's focus on contemporary arts and its holistic approach to content. She shares insights on the evolving art market, noting a recent correction and the importance of collectors who buy in both good and bad markets. Harrelson also reflects on the current challenges facing Los Angeles's art scene, emphasizing the need for new theaters and innovative approaches to engage audiences. (02:01:25) - Google Adding Ads to Gemini in 2026 (02:06:57) - 𝕏 Timeline Reactions (02:17:32) - Morgan Housel is a partner at The Collaborative Fund and a former columnist for The Wall Street Journal and The Motley Fool. He is the author of the best-selling books "The Psychology of Money" and "Same As Ever," which have sold millions of copies worldwide. In the conversation, Housel discusses his current focus on reading and contemplating future projects, the challenges authors face in balancing audience expectations with creative freedom, and the importance of honest marketing in building a long-term brand. (02:36:55) - Andrew Pignanelli, co-founder and CEO of The General Intelligence Company of New York, discusses the company's mission to enable one-person, billion-dollar businesses through AI agents. He highlights their recent $8.7 million seed funding led by Union Square Ventures and introduces "Cofounder," an AI chief of staff designed to proactively assist businesses by automating tasks and integrating with various tools. Pignanelli envisions a future where AI agents manage entire companies, allowing entrepreneurs to focus on strategic decisions while agents handle day-to-day operations. (02:45:43) - Brian Mehler, CEO of Stable, discusses the recent launch of Stable's mainnet, a Layer 1 blockchain designed to streamline financial transactions using stablecoins, with USDT serving as the native gas token. He highlights the network's key differentiators, including its partnerships with PayPal Ventures and Anchorage Digital, and the use of USDT for transaction fees to simplify user experience. Mehler also emphasizes the network's speed and cost-effectiveness compared to traditional Layer 1 blockchains, aiming to address common frustrations in financial transactions. (02:50:41) - Will Wilson, CEO and co-founder of Antithesis, discusses his company's approach to improving software reliability through deterministic simulation testing. He explains that traditional testing methods often fail to uncover unforeseen issues, whereas Antithesis's platform runs software in a controlled, simulated environment to identify and reproduce rare bugs. Wilson also highlights the significance of their partnership with Jane Street, which began as a customer relationship and evolved into a strategic investment, underscoring the platform's effectiveness in enhancing software quality. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https:

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(00:43) - Netflix to Acquire Warner Bros. (21:04) - 𝕏 Timeline Reactions (40:44) - Keith Rabois is a veteran Silicon Valley operator and investor, known for senior roles at PayPal, LinkedIn, and Square, and as a general partner at top venture firms including Khosla Ventures and Founders Fund. He’s recognized for his sharp strategic instincts, contrarian takes on markets and company building, and for backing category-defining startups across fintech, real estate, and AI. (01:23:27) - Lynn Martin, the 68th president of the New York Stock Exchange and chair of Fixed Income & Data Services at Intercontinental Exchange, discusses the NYSE's annual tree lighting ceremony, highlighting the participation of celebrities, mascots, and charitable organizations, and emphasizes the event's role in fostering community engagement and supporting listed companies. She also touches on the significance of ETFs, noting their impact on financial markets by providing liquidity and transparency, and anticipates a busy start to 2026 for IPOs, acknowledging potential market volatility due to upcoming midterm elections. (01:36:50) - Emily Sundberg is a New York–based writer and director, best known for her daily business newsletter, "Feed Me," which has grown into a seven-figure Substack enterprise with over 150,000 readers. In the conversation, she discusses the expansion of "Feed Me" into podcasting with the launch of "Expense Account," hosted by resident food critic J Lee, and her plans to extend coverage to California, acknowledging the significant portion of her readership based there. Additionally, Sundberg reflects on the competitive landscape between platforms like Substack and Patreon, emphasizing the importance of nurturing new talent rather than poaching existing creators. (02:03:00) - Adam Faze is a 28-year-old American film producer and entrepreneur, known for co-founding the production company Must Be Nice and serving as studio chief at FazeWorld. In the conversation, he discusses the merger between Warner Brothers and Netflix, expressing support for the consolidation as a strategic move to compete with tech giants like Meta, Google, and TikTok. Faze emphasizes that combining Warner Brothers' rich intellectual property with Netflix's powerful distribution network positions the entertainment industry to better capture audience attention in a rapidly evolving digital landscape. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(01:40) - 𝕏 Timeline Reactions (34:00) - Jim Cramer is the host of CNBC’s Mad Money and co-founder of TheStreet. A former hedge fund manager, he became one of the most recognizable financial commentators in the U.S., known for his energetic style and market analysis. Cramer continues to cover stocks, investing trends, and business news across television and digital platforms. (01:13:50) - 𝕏 Timeline Reactions (01:15:58) - Eric Glyman, co-founder and CEO of Ramp, a leading finance automation platform, discusses the company's strategic decision to establish its headquarters in New York City, emphasizing the city's unique entrepreneurial spirit and talent pool. He contrasts this with the West Coast's corporate culture, highlighting New York's supportive environment for startups. Glyman also shares insights into Ramp's hiring philosophy, focusing on identifying individuals with high potential and providing them with significant responsibilities to foster rapid growth and development. (01:31:39) - John Zito, Co-President of Apollo Asset Management and Head of Credit, discusses Apollo's role as a leading alternative asset manager with over $900 billion in assets, emphasizing its significant presence in private credit and its ability to provide long-term financing solutions for large-scale projects. He highlights the firm's integrated approach to investment, offering tailored capital solutions across the capital structure, and underscores the importance of building a strong organizational culture by recruiting individuals with purpose and high character. Zito also touches on the evolving landscape of private credit, noting its growing role in financing asset-heavy industries like AI and defense, and the necessity for companies to adapt to this shift by partnering with trusted capital providers. (01:53:20) - 𝕏 Timeline Reactions (01:55:07) - Katie Deighton is a reporter for The Wall Street Journal, covering topics related to brands, marketing, advertising, and media. In the conversation, she discusses the challenges brands face in navigating crises amplified by the internet, the shift towards owning their narratives through platforms like Substack and YouTube, and the potential impact of AI on consumer perceptions and advertising strategies. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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(01:23) - Will AWS Buy TPUs From Google? (20:51) - 𝕏 Timeline Reactions (46:33) - Harj Taggar, a Managing Partner at Y Combinator and co-founder of Triplebyte and Auctomatic, discusses the evolving landscape for startups, highlighting the increased ease of selling to both government entities and Fortune 500 companies. He emphasizes that the choice between these paths depends on the product type, noting that AI advancements have opened new opportunities for startups to secure large clients directly. Taggar also observes a trend where companies are adopting AI-native, full-stack approaches, integrating AI into their core operations rather than merely offering AI tools to existing firms. (59:39) - Richard Wang is co-founder and CEO of Clad Labs, a startup building “CHAD: The Brainrot IDE,” an AI-powered development environment designed to blend coding with leisure workflows. (01:06:32) - Philip Ho, Absurd is a San-Francisco–based startup that builds AI-powered brand and performance ads at scale. (00:00) - produce production-quality marketing videos scripted, generated, and edited by a multi-agent AI system in about 72 hours. Their work has already seen traction: one of their launch videos reportedly hit over 1 million views, and they average hundreds of thousands of organic views across their campaigns. (01:18:23) - Ali Attar, co-founder of Lightberry, discusses the company's mission to develop an operating system that enables humanoid robots to interact with humans through natural language, eliminating the need for coding. He highlights their collaboration with manufacturers like Unitree to integrate this software, allowing robots to perform tasks such as emceeing events autonomously. Attar also emphasizes the potential for diverse robot applications, including security roles, and envisions a future where robots are prevalent in public spaces, interacting seamlessly with people. (01:29:59) - Kurush Dubash, co-founder and CEO of Dome, discusses how Dome provides a unified API for prediction markets, enabling users and developers to trade and analyze data across multiple platforms simultaneously. He highlights that their clientele includes application developers, sports books, and hedge funds interested in high-frequency trading and internal pricing. Kurush also notes the increasing number of platforms entering the prediction market space, each targeting specific regions or verticals, and emphasizes Dome's role in aggregating fragmented liquidity to support professional traders. (01:38:40) - David Alade, co-founder of Sorce, introduces the app as a "Tinder for Jobs," where users upload their resumes, swipe right on job listings, and AI agents automatically complete applications on company websites. He discusses the current hiring market, noting that while inbound applications are still used, the process is ripe for disruption due to its inefficiencies. Alade also highlights Sorce's growth, mentioning over 25,000 interviews facilitated in the past year, and shares that their marketing strategy relies heavily on viral social media content, particularly on TikTok and Instagram. (01:45:23) - Karim Rahme, co-founder and CEO of Metorial, discusses how their platform enables AI agents to securely access various applications and data sources, such as Gmail, SAP, and Salesforce, while providing essential access control for large organizations. He highlights Metorial's open-source success, noting over 3,600 GitHub stars and nearly 1,000 weekly active users within five weeks of launch, and mentions ongoing discussions with Fortune 500 companies for large-scale deployment. Rahme also shares his background, including graduating from NYU Abu Dhabi in May and previously leading an Abu Dhabi-based ticketing startup for over three years. (01:52:54) - Michael Sakowski, co-founder and COO of Crunched, an AI software company, discusses how their Excel-native AI analyst is tailored for top finance professionals, distinguishing itself from Microsoft's broader Copilot by focusing on the specific needs of the top 1% of Excel users. He highlights Crunched's unique ability to detect errors in complex financial models, sharing an instance where the software identified a £10 million overvaluation in a private equity deal, thereby preventing significant financial misrepresentation. Sakowski also addresses concerns about data security, emphasizing that Crunched does not train on client data and cannot access user prompts, ensuring confidentiality for their clients. (02:01:00) - Nimit Maru, co-founder and CEO of Sava, discusses building an AI-powered trust company to modernize trust administration by treating the trust charter as programmable infrastructure, enabling efficient, compliant, and scalable services. He shares his experience with the outdated trust industry after selling his previous company, Fullstack Academy, and highlights how Sava's platform allows for real-time tracking and management of trusts, aiming to make sophisticated

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(00:19) - Papperger Pushes Rheinmetall to Top (13:35) - 𝕏 Timeline Reactions (16:11) - Anduril Says Failures are Part of Development (20:21) - 🔴 CODE RED 🔴 (38:35) - 𝕏 Timeline Reactions (56:20) - Stratechery: Gemini Spurs New AI Infra Race (01:30:37) - 𝕏 Timeline Reactions (01:42:23) - Matt Garman, CEO of Amazon Web Services (AWS), discussed several key announcements at AWS re:Invent 2025, including the introduction of frontier agents designed to enhance software development, operations, and security through autonomous capabilities. He also highlighted the launch of Nova 2, AWS's latest Frontier AI models, and Nova Forge, a tool enabling customers to integrate their own data into pre-training checkpoints to create customized models. Additionally, Garman announced the general availability of Trainium 3, AWS's new chip aimed at accelerating training and inference processes for customers. (01:55:08) - Tae Kim, a senior writer for Barron's and author of "The Nvidia Way," discusses Nvidia's unique corporate culture under CEO Jensen Huang, emphasizing its blunt communication style, agility in decision-making, and meritocratic approach to talent recruitment. He highlights how these factors have contributed to Nvidia's sustained success and ability to outmaneuver competitors. Kim also addresses the company's strategies in navigating challenges such as competition from Google's TPUs and geopolitical issues affecting sales in China. (02:23:05) - Tarek Mansour, co-founder and CEO of Kalshi, a leading prediction market platform, discusses the company's recent $1 billion Series E funding round, which elevated its valuation to $11 billion. He highlights the mainstream adoption of prediction markets, attributing this shift to factors such as declining trust in traditional media, the legalization of such markets, and their integration into daily activities like sports viewing. Mansour also addresses Kalshi's strategic partnerships with platforms like Robinhood and Coinbase, emphasizing their role in driving user engagement and expanding the platform's reach. (02:42:16) - Matt Mullenweg, co-founder of WordPress and CEO of Automattic, discusses the recent live release of WordPress 6.9, highlighting its development by over 900 contributors worldwide. He emphasizes the importance of freedom in technology, advocating for open-source licenses as a "bill of rights for software." Mullenweg also introduces Beeper, a service that consolidates various messaging platforms into a single interface, aiming to enhance user experience across different networks. (02:53:06) - Jason Fried, co-founder and CEO of 37signals, is renowned for developing web-based productivity tools like Basecamp and HEY. In the conversation, he discusses the launch of Fizzy, a new Kanban-style project management tool designed to be simple, colorful, and open-source, aiming to bring vibrancy and ease of use to the software industry. Fried emphasizes that Fizzy is built for their own needs, reflecting their philosophy of creating products they personally find useful, and offers it at a straightforward price of $20 per month with unlimited users and usage. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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(00:16) - Alby Churven is a teenage entrepreneur from Sydney who, by age 14, has already founded Finkle, a gamified learning platform aimed at teaching teens coding, entrepreneurship, AI, and real-world skills. He began coding when he was six years old, and previously built Roblox games and a youth-oriented soccer brand before pitching Finkle to Y Combinator (Winter 2026). Alby’s vision blends youthful creativity with a mission to rethink education — and his journey has drawn global attention for ambition and boldness. (07:22) - Three Years Since the Launch of ChatGPT (13:06) - Gemini Surges (20:17) - David Sacked by NYT (39:54) - 𝕏 Timeline Reactions (01:01:19) - Dylan Patel, Founder and Chief Analyst at SemiAnalysis, discusses Google's strategy to sell Tensor Processing Units (TPUs) externally, highlighting the challenges posed by their non-standard design and the need for broader software support. He emphasizes the importance of open-source software in expanding TPU adoption and notes that while Google's internal software stack is robust, making it accessible to external customers is crucial. Patel also touches on the competitive dynamics between Google and Nvidia, particularly regarding hardware performance, software ecosystems, and market positioning. (01:33:48) - Ro Khanna, a Democratic U.S. Representative from California's 17th congressional district, is known for his advocacy on technology, economic equity, and transparency. In the conversation, he discusses his legislative efforts, including the bipartisan Epstein Files Transparency Act, which mandates the release of all Justice Department files related to Jeffrey Epstein, aiming to hold powerful individuals accountable and restore public trust. Khanna also addresses the impact of artificial intelligence on employment, emphasizing the need for policies that enhance human capabilities rather than replace workers, and highlights the importance of balancing technological advancement with job preservation to maintain social cohesion. (02:11:19) - Jonathan Swerdlin, co-founder and CEO of Function Health, is dedicated to empowering individuals to proactively manage their health through comprehensive lab testing and advanced imaging services. In the conversation, he discusses Function's mission to provide affordable access to over 160 lab tests and full-body MRI scans, enabling early detection of potential health issues. Swerdlin emphasizes the importance of utilizing technology to make personalized health data accessible, aiming to help people live longer, healthier lives. (02:27:59) - Thrive Announces Partnership with OpenAI (02:29:55) - Cristóbal Valenzuela, CEO and co-founder of Runway, discusses the release of Gen-4.5, the company's latest AI video generation model. Gen-4.5 achieves unprecedented visual fidelity and creative control, producing cinematic and highly realistic outputs while providing precise control over every aspect of generation. Valenzuela highlights that Gen-4.5 has surpassed competitors like Google's Veo 3 and OpenAI's Sora 2 Pro, securing the top position on the Artificial Analysis Text to Video benchmark. (02:46:41) - Vincent Weisser, CEO of Prime Intellect, discusses the recent release of Intellect 3, a 100-billion parameter model developed through scaled reinforcement learning and post-training, achieving state-of-the-art performance at a smaller scale. He highlights the creation of an open environment where contributors worldwide can develop reinforcement learning environments, enhancing the model's capabilities across various tasks. Weisser emphasizes the trend of open-source models matching closed models' performance and the potential for businesses to fine-tune models for specific applications, leading to better performance and cost efficiency. (03:01:01) - Ben Hylak, co-founder and CTO of Raindrop—a company providing monitoring solutions for AI agents—discusses the challenges of silent failures in AI systems and the importance of real-time monitoring to detect and address these issues. He highlights how Raindrop's platform processes millions of events daily, enabling engineering teams to identify complex problems like tool call failures and user frustration. Additionally, Hylak shares that Raindrop recently secured $15 million in seed funding led by Lightspeed Venture Partners to further develop their monitoring infrastructure. (03:17:02) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket

(06:32) - Harley Finkelstein is the President of Shopify, helping lead the company’s global commerce strategy and long-term vision. He works closely with founders, brands, and entrepreneurs building businesses on the platform. Harley is also a prominent voice on entrepreneurship and the future of retail. (36:06) - Noel Mack is the Chief Brand Officer (CBO) of Gymshark, responsible for the company’s global brand, creative, and community strategy. He has helped shape Gymshark into a culturally resonant fitness and lifestyle brand. Noel is known for his focus on creators, storytelling, and social-first marketing. (47:34) - 𝕏 Timeline Reactions (59:35) - Sara Foster is the Co-Founder of Favorite Daughter, a women’s apparel brand she built with her sister Erin. At Favorite Daughter, she focuses on brand, creative direction, and product vision. Sara also brings a background in entertainment and media to her work as a founder. (01:12:38) - Peter Rahal is the CEO of David, where he is focused on building new products and brands in consumer and food. As a founder-operator, he brings deep experience in scaling packaged goods and modern CPG playbooks. At David, Peter is focused on long-term, disciplined company building. (01:35:36) - Farhan Thawar is VP & Head of Engineering at Shopify, where he leads large engineering teams building the company’s core products and infrastructure. He focuses on scaling systems, improving developer experience, and shipping fast at massive scale. Farhan is known for his practical, high-velocity approach to engineering leadership. (01:41:26) - Torin Herndon is the CEO of ModRetro, a company focused on nostalgic, design-forward consumer products. He oversees product, brand, and overall company strategy. Torin blends design, storytelling, and physical product development to build memorable experiences. (01:53:19) - Kevin Harwood is the CTO of Tecovas, leading technology, data, and digital product for the modern western wear brand. He focuses on building and integrating systems that support ecommerce, retail, and operations at scale. Kevin works at the intersection of engineering, customer experience, and brand. (02:11:51) - 𝕏 Timeline Reactions (02:19:57) - Nish Samantray is the Co-Founder & Co-CEO of Arrae, a wellness brand focused on targeted supplements and high-intent communities. He leads company strategy, growth, and operations alongside his co-founder. Nish is focused on building a customer-obsessed, education-driven wellness company. (02:29:45) - Bené Eaton is the CMO of FIGS, overseeing marketing, brand, and storytelling for the healthcare apparel company. He focuses on connecting with FIGS’ community of healthcare professionals through content, campaigns, and product launches. Bené blends performance marketing with brand-building and culture. (02:37:33) - Brian Keller is the Co-Founder & CEO of Rorra, a modern water-filtration company focused on designing high-performance, beautifully engineered home water systems. He oversees product development, brand, and long-term company strategy. Brian brings a background in engineering and consumer product leadership to building Rorra’s next generation of water technology. (02:46:20) - Kat Cole is the CEO of AG1 and a member of its Board of Directors, leading the company’s global strategy and operations. She brings decades of experience scaling consumer and franchise brands to the health and wellness space. Kat is known for her operator’s mindset, people-first leadership, and board experience across multiple companies. (02:56:09) - Sean Frank is the CEO of Ridge, the company behind the Ridge Wallet and a broader line of everyday carry products. He leads the company’s growth, product expansion, and brand strategy. Sean is known for his operator-focused approach to ecommerce, performance marketing, and content-driven brand building. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(01:53) - 𝕏 Timeline Reactions (13:14) - Nvidia Responds to TPU Sales (22:15) - Trump Launches Genesis (25:40) - Trait-Based Embryo Selection Ethics Breakdown (45:17) - Cremieux, a critic of Nucleus Genomics' embryo selection product, discusses the company's misleading claims about their technology's capabilities, particularly in predicting complex traits like intelligence and appearance. He highlights the scientific implausibility of their assertions, noting that their methods cannot reliably predict such traits, and expresses concern over the ethical implications of offering parents a false sense of control over their future children's genetics. Cremieux also points out the potential harm in promoting a product that lacks scientific validation, emphasizing the need for transparency and accuracy in genetic testing services. (01:05:01) - Kian Sadeghi, founder and CEO of Nucleus, a company specializing in consumer genetic testing and analysis, discusses the transparency and accessibility of Nucleus's scientific models, emphasizing that their science is public and available for independent evaluation. He addresses concerns about the authenticity of customer reviews, explaining that due to HIPAA regulations, real patient names and images cannot be disclosed, and acknowledges the need to update their website to clarify the use of anonymized information. Sadeghi also highlights the evolving nature of genetic models, noting that updates are part of their commitment to providing accurate and up-to-date information to patients. (01:28:58) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the prolonged timeline before AI and robotics significantly impact sectors like elder care, referencing Honda's Asimo robot's initial promise to assist the elderly. He also addresses the shift in tech financing from venture capital to substantial debt, highlighting concerns over managing this debt and the implications of credit default swaps on major companies like Oracle. Additionally, Weisenthal critiques Nvidia's public responses to competitors, suggesting that confident companies typically avoid commenting on rivals, and reflects on Nvidia's rapid ascent from a successful chipmaker to one of the world's largest companies. (01:59:49) - Michael Kratsios, the 13th Director of the White House Office of Science and Technology Policy, discusses the Genesis Mission, a national initiative launched by President Trump to accelerate scientific discovery through artificial intelligence. He emphasizes the collaboration between national laboratories, universities, and tech companies to create a centralized digital platform that leverages federal scientific datasets, aiming to automate experiment design and significantly shorten discovery timelines. (02:26:28) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, discusses the company's launch of KlarnaUSD, a U.S. dollar-backed stablecoin, marking a significant shift from his previous skepticism toward cryptocurrencies. He highlights that KlarnaUSD aims to reduce costs and increase efficiency in cross-border payments by leveraging the Tempo blockchain developed by Stripe and Paradigm. Siemiatkowski emphasizes that this initiative reflects Klarna's commitment to innovation and its ambition to challenge traditional payment networks by offering faster and more affordable services to consumers and merchants. (02:38:09) - David Faugno, CEO of 1Password, discusses the company's growth to over $400 million in annual recurring revenue, with nearly 80% of business coming from enterprise customers. He highlights 1Password's initiatives in AI integration, including partnerships with Perplexity's Comet browser and OpenAI's ChatGPT Atlas, to enhance secure usage of AI tools. Faugno also emphasizes the importance of credential hygiene in the face of increasing security threats and shares personal insights into his preference for fly fishing in Utah and Montana. (02:50:59) - Keller Rinaudo, co-founder and CEO of Zipline, announced a $150 million contract with the U.S. State Department to expand Zipline's autonomous drone delivery network across Africa, aiming to serve over 15,000 health facilities and reach an additional 130 million people. He highlighted the shift towards "Commercial Diplomacy," emphasizing partnerships that foster trade and technological collaboration rather than traditional aid. Rinaudo also discussed Zipline's rapid growth in the U.S., noting record-breaking delivery volumes and the transformative impact of their services on customer behavior and local economies. (03:08:11) - Royce Branning, co-founder and CEO of Clearspace, discusses the company's mission to help individuals reduce screen time by providing tools that enhance intentionality in technology use. He high

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(02:06) - Reviewing the Best AI Apps (24:32) - 𝕏 Timeline Reactions (26:31) - Sholto Douglas, a Member of Technical Staff at Anthropic, discusses the launch of Claude Opus 4.5, highlighting its superior coding capabilities and efficiency in handling complex tasks. He emphasizes the model's advancements in vision understanding, particularly in interpreting front-end designs, while noting that generating images is not a current focus. Douglas also addresses the ongoing benefits of scaling in AI development, expressing confidence in continued progress and the potential for models to autonomously perform tasks with minimal human intervention. (01:00:44) - OpenAI Builds New Hardware Team with Jony Ive (01:05:00) - Timeline Reactions (01:31:48) - Doug DeMuro is an automotive YouTuber and entrepreneur known for his detailed, humorous car reviews and his signature “DougScore” rating system. He’s also the founder of Cars & Bids, an online auction platform focused on modern enthusiast vehicles. (02:26:11) - Alex Stauffer & Alex Shevchenko, Leads at Ramp Labs, discuss the development of Ramp Sheets, an AI-driven spreadsheet tool designed to enhance financial modeling and analysis. Initially an internal experiment to assist Ramp's finance team, the project evolved into a public web-based platform, allowing users to quickly create models without replacing existing tools like Excel. Since its recent launch, Ramp Sheets has gained significant traction, with thousands of users daily, including students, professors, and professionals across various industries. (02:36:00) - Quinn Slack, CEO and co-founder of Amp & Sourcegraph, discusses the integration of advertisements into their AI coding agent, Amp, to offer it for free while offsetting operational costs. He highlights the unique opportunity to display targeted ads within the coding environment, leveraging developers' continuous engagement with the tool. Slack also emphasizes the potential for partnerships and the importance of balancing ad integration with user experience to advance AI adoption in coding. (02:48:34) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(00:11) - Eli Lilly Hits $1T Valuation (11:24) - Adobe to Buy Semrush for $1.9B (15:27) - Guide to the AI Barnyard (44:13) - AMD Chief Challenges Nvidia Dominance (57:13) - WSJ Mansion Section (01:04:30) - Has AI Ruined the Em Dash? (01:14:36) - 𝕏 Timeline Reactions (01:52:42) - Julia Steinberg, General Manager of Books and editor at Arena Magazine, discusses the upcoming release of Arena's Issue 006, themed "An Ode to Capitalism," scheduled for December 1st. She reflects on the challenges of large-scale government infrastructure projects, expressing skepticism about their efficiency compared to private sector initiatives. Additionally, she shares her experiences living in San Francisco, highlighting issues like homelessness and public safety, and notes the city's efforts to improve conditions during major events. (02:24:11) - Bobby Ghoshal, co-founder and CEO of Dupe.com, discusses how Dupe serves as a shopping companion that helps users find desired products or similar alternatives at better prices, emphasizing its role in providing confidence to shoppers. He highlights the challenges in building the product experience, noting the importance of partnerships with brands to access live inventory, pricing, and customer behavior data, which are crucial for accurate recommendations. Ghoshal also shares the company's growth, mentioning that Dupe has reached approximately 18 million shoppers and is approaching $100 million in gross merchandise value, with plans to expand into categories like fashion and perfumes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(00:15) - NVIDIA Earnings Reactions (18:23) - Google Launches Nano Banana Pro (22:56) - David Chang is an American chef, restaurateur, author, and TV personality, best known as the founder of the Momofuku restaurant group. He has received six James Beard Awards and was named one of Esquire's "most influential people of the 21st century." In his conversation, Chang discusses his culinary journey, the evolution of his restaurants, and his experiences in the food industry. (55:52) - David Chang is an American chef, restaurateur, and media personality, best known as the founder of the Momofuku restaurant group and host of "The Dave Chang Show" podcast. In the conversation, he discusses his diverse culinary ventures, including restaurants ranging from quick service to fine dining, and his expansion into consumer packaged goods like sauces and noodles. He also highlights the evolution of his podcast, noting its upcoming move to Netflix as part of a broader partnership to bring video podcasts to the streaming platform. (01:34:54) - Loredana Crisan is the Chief Design Officer at Figma, having joined the company in August 2025 after nearly a decade at Meta, where she led teams for Messenger, Instagram Direct Messaging, and consumer AI products. In her recent conversation, Crisan discusses the transformative impact of AI on product development, emphasizing Figma's role in creating a creative environment that bridges various disciplines to bring ideas to fruition. She highlights the importance of AI as a tool that empowers designers without constraining them, enabling precise control and fostering inspiration throughout the creative process. (01:49:25) - Nano Banana Pro Reactions (01:56:57) - 𝕏 Timeline Reactions (02:23:19) - Tarek Alaruri, CEO and Co-founder of Stuut, an AI-driven accounts receivable automation platform, discusses the company's recent $29.5 million Series A funding led by Andreessen Horowitz. He explains how Stuut's AI technology streamlines the collection of overdue invoices, enabling large companies to implement the system within three days and recover 40% of overdue payments in the first six months. Alaruri emphasizes the platform's user-friendly design, allowing finance teams to efficiently manage receivables and focus on other priorities. (02:31:42) - Tony Zhao, co-founder and CEO of Sunday Robotics, discusses his transition from academia to entrepreneurship, emphasizing the limitations of traditional research in advancing robotics and the need for real-world applications. He highlights the development of Memo, a household robot trained on data collected from over 500 homes using the company's patented Skill Capture Glove, enabling it to perform complex tasks like dishwashing and laundry. Zhao also addresses the importance of safety in design, opting for a wheeled base to ensure stability and prevent accidents in home environments. (02:44:04) - Nikita Rudin, CEO and co-founder of Flexion Robotics, discusses his company's mission to develop an intelligence layer for various robots, including humanoids and mobile manipulators. He highlights the use of large language models for common-sense understanding and reinforcement learning in simulations to train robots for tasks like object manipulation. Rudin also announces that Flexion has raised $50 million in funding and plans to establish a U.S. headquarters in the Bay Area. (02:53:03) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(01:04) - iMessages in Gemini 3 (10:52) - 𝕏 Timeline Reactions to Gemini 3 (28:29) - 𝕏 Timeline Reactions (01:05:11) - CloudFlare Outage (01:16:16) - Byrne Hobart on the Upsides of Bubbles (01:30:12) - Byrne Hobart is an investor, consultant, and writer, best known for his newsletter "The Diff," which explores inflection points in finance and technology. He is also a partner at Anomaly, a frontier tech investment firm, and co-authored "Boom: Bubbles and the End of Stagnation," published by Stripe Press in November 2024. In the conversation, Hobart discusses the role of financial bubbles in driving innovation, arguing that while often viewed negatively, bubbles can coordinate market participants to overbuild infrastructure, thereby laying the groundwork for future technological advancements. (02:06:34) - Glenn Hutchins, co-founder of Silver Lake Partners and chairman of North Island Ventures, discusses his career trajectory, highlighting his roles at Thomas H. Lee Partners, the Clinton administration, Blackstone Group, and the founding of Silver Lake in 1999. He emphasizes the evolution of private equity, noting key financial innovations like the capital asset pricing model and Black-Scholes option pricing, which enabled the valuation and financing of technology companies. Hutchins also addresses the rapid growth and capital demands of AI infrastructure, comparing it to historical technological shifts, and underscores the importance of strategic investment and adaptability in the face of evolving market dynamics. (02:35:17) - Yogi Goel, founder of Maxima, an enterprise accounting platform, discusses their recent $41 million funding round and how their AI-driven system integrates with existing ERPs to automate financial processes and detect anomalies, aiming to reduce errors and inefficiencies in accounting. (02:40:40) - Sam Jones, CEO and co-founder of Method Security, announced the company's $26 million combined seed and Series A funding from Andreessen Horowitz and General Catalyst. He discussed the increasing use of AI in cyberattacks, emphasizing the need for autonomous systems to enhance cyber resilience. Jones highlighted Method Security's dual-use approach, serving both government and commercial sectors, and shared his background in cyber operations with the U.S. Air Force and experience at Palantir. (02:47:50) - Ali Madani, founder and CEO of Profluent Bio, discusses his background in machine learning and biology, highlighting his PhD from UC Berkeley and his leadership in developing language models for biology at Salesforce. He explains Profluent's mission to make biology programmable by using AI to design bespoke medicines, moving away from traditional random discovery methods. Madani also shares the company's progress, including the development of OpenCRISPR-1, an AI-generated gene-editing protein, and mentions securing $106 million in funding from notable investors like Jeff Bezos. (02:56:08) - Amit Jain, CEO and Co-Founder of Luma AI, announced that the company has raised a $900 million Series C funding round led by Saudi Arabia's state-backed AI firm HUMAIN, valuing Luma AI at over $4 billion. Additionally, Luma AI and HUMAIN are collaborating to build a 2-gigawatt compute cluster in Saudi Arabia, named Project Halo, to train multimodal artificial general intelligence (AGI) models. Jain emphasized the necessity of integrating text, audio, video, and images to develop AI systems capable of understanding and simulating the physical world, highlighting the importance of multimodal models in advancing AI capabilities. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(00:34) - Gemini 3 Launch (30:54) - Mike Knoop, co-founder and Head of AI at Zapier, discussed the significant advancements of Google's Gemini 3 model, highlighting its achievement of doubling the state-of-the-art performance on the ARC v2 benchmark. He noted that, despite this progress, the model still exhibits unexpected errors on simpler tasks, suggesting areas for further research. Knoop emphasized the need for new ideas to address these challenges and expressed optimism about the potential for mass automation enabled by AI reasoning systems. (59:11) - Jonathan Neman, co-founder and CEO of Sweetgreen, discusses the journey of starting the company in 2007 with two friends during their senior year at Georgetown University, aiming to create a healthy fast-food alternative. He highlights the challenges of scaling the business, including decisions against franchising to maintain quality, and the integration of automation like the "infinite kitchen" to enhance efficiency. Neman also addresses adapting to consumer trends, such as eliminating seed oils from their menu, and emphasizes the importance of strategic real estate choices and responding to evolving customer preferences. (01:32:38) - Ashlee Vance is an American journalist and author, renowned for his 2015 biography of Elon Musk and his work as a feature writer for Bloomberg Businessweek. In the conversation, Vance discusses his recent travels across the U.S. to film episodes on hard tech innovations, including visits to Tennessee, Detroit, New England, and Texas. He delves into topics such as humanoid robotics, the dominance of Chinese manufacturers in actuator production, and the challenges facing the U.S. robotics industry. Vance also shares insights on under-hyped hard tech companies, the progress of autonomous vehicles, and the potential resurgence of airships for cargo transport. (02:01:15) - 𝕏 Timeline Reactions (02:09:34) - OpenAI Adds Fidji Simo (02:19:06) - Saudi Arabia to Invest $1T in the U.S. (02:21:46) - Valar Atomics Splits Atom (02:27:58) - Jeremy Epling, Chief Product Officer at Vanta, discusses the company's recent VantaCon conference in San Francisco, highlighting the launch of their Agentic Trust Platform aimed at transforming enterprise trust management. He emphasizes the integration of AI to automate security and compliance tasks, addressing challenges like AI trustworthiness and the evolving threat landscape. Epling also outlines Vanta's approach to proactive risk management through AI-driven insights and partnerships with other security firms to enhance their platform's capabilities. (02:41:28) - Keone Hon, co-founder and CEO of Monad Labs, discusses his transition from leading high-frequency trading teams at Jump Trading to developing Monad, a high-performance blockchain designed for High Fidelity Finance. He highlights Monad's compatibility with Ethereum, enabling developers to leverage existing code and tools while benefiting from significantly higher transaction throughput. Hon also emphasizes the importance of broad token distribution and community engagement, drawing parallels to Dogecoin's widespread adoption, and notes that Monad has raised approximately $120 million, with the token sale open until Saturday at 9 pm Eastern. (02:51:12) - Stephen Balaban, co-founder and CEO of Lambda Labs, leads the company in providing advanced GPU infrastructure for AI developers and researchers. In the conversation, he discusses Lambda's recent $1.5 billion equity funding round, emphasizing the company's conservative capital structure and focus on building a robust, long-term business resilient to market fluctuations. Balaban also highlights Lambda's strategic investments in GPU infrastructure and data centers, aiming to vertically integrate operations to accelerate the deployment of AI infrastructure. (03:10:15) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

(01:02) - The GPT4o Debate (15:24) - Bezos's AI Startup (26:27) - Yann LeCun's Says LLM's are a Dead End (33:00) - 𝕏 Timeline Reactions (01:13:48) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $300 million funding round led by Lightspeed Venture Partners, elevating the company's valuation to $32 billion. He highlighted Ramp's exceptional growth, noting that the company is doubling its revenue at a scale exceeding $1 billion annually, outpacing the median publicly traded software company by tenfold in gross profit growth. Glyman also emphasized the transformative impact of AI on Ramp's services, enabling automated expense management and accounting, thereby enhancing business efficiency and profitability. (01:33:32) - Stacy Rasgon, a Managing Director and Senior Analyst at Bernstein Research, specializes in U.S. semiconductors and semiconductor capital equipment. In the conversation, he discusses the robust demand in the AI sector, noting that companies are rapidly deploying GPUs to meet computing needs, contrasting this with the underutilized infrastructure of past tech bubbles. He emphasizes that the current AI growth is driven by genuine demand and strategic investments, suggesting a sustained period of expansion rather than a speculative bubble. (02:01:45) - 𝕏 Timeline Reactions (02:17:32) - Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian technology company specializing in mobile applications, discusses the company's strategy of acquiring digital businesses with untapped potential and transforming them through extensive software redevelopment, infrastructure re-architecture, and feature enhancements. He highlights the recent acquisition of AOL, emphasizing plans to modernize its products using AI to improve content recommendations and user experience. Ferrari also elaborates on Bending Spoons' approach to maintaining the autonomy of its business units to preserve brand value and operational agility. (02:46:55) - Healey Cypher, CEO and co-founder of BoomPop, an AI-powered group travel company, discusses his background growing up in Saudi Arabia and Nebraska, and his career in building and selling companies. He highlights the significant role of group travel in corporate settings, noting that 60% of corporate travel involves group events like offsites and SKOs, and emphasizes the growing demand for in-person gatherings in the AI era. Cypher explains how BoomPop's AI agent streamlines the planning process by analyzing data points to suggest tailored event options, negotiate with vendors, and manage logistics, aiming to become the default way the world gets together. (02:55:32) - John Tenet, co-founder and CEO of CHAOS Industries, discusses the company's focus on developing advanced radar systems to address modern battlefield challenges, emphasizing the need for agile, multi-product solutions to counter evolving threats. He highlights the limitations of legacy radar systems, such as their size and lengthy manufacturing times, and introduces CHAOS Industries' innovative approach to creating more adaptable and rapidly deployable technologies. Tenet also mentions the company's recent $510 million funding round led by Valor Equity Partners, which will support further product development and manufacturing expansion. (03:04:57) - Reed Duchscher, founder and CEO of Night Media, is a prominent talent manager known for representing top digital creators like MrBeast and Kai Cenat. In the conversation, he discusses the evolving landscape of content creation, emphasizing the ease of becoming a creator today due to improved discoverability, and highlights YouTube's superior monetization opportunities compared to platforms like TikTok and Twitch. Duchscher also touches on the challenges creators face with platform algorithms and the importance of diversifying income streams beyond traditional ad revenue. (03:41:30) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:07) - Blue Origin Lands New Glenn Rocket (15:58) - Valve Unveils Steam Machine Console (25:38) - 𝕏 Timeline Reactions (30:17) - Cantor Group Posts Record Year (50:24) - Will Manidis: "In The Flow" (01:02:47) - 𝕏 Timeline Reactions (01:25:49) - 2WAI Reactions (01:31:07) - Everett Randle is a venture capitalist and writer best known for his sharp essays on startup strategy, founder psychology, and the dynamics of elite tech ecosystems. He previously worked at Founders Fund and is widely read for articulating the unwritten rules and cultural patterns of Silicon Valley. (02:31:56) - Adam Faze, CEO of Gymnasium, a digital television studio producing short-form unscripted series for platforms like TikTok and Instagram, discusses his journey from traditional Hollywood to founding Gymnasium, emphasizing the shift towards digital content consumption. He highlights the success of shows like "Keep the Meter Running," which became a viral hit in New York City, illustrating the potential of high-quality, short-form content on social media platforms. Faze also touches on the evolving media landscape, noting that platforms like TikTok have become the new television, and discusses the role of artificial intelligence in empowering individual creators to produce blockbuster-level content independently. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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