TBPN

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.comNumeral - 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

(00:22) - Sundberg LIVE in The Ultradome (04:02) - The Media Landscape (21:12) - Mansion Section (43:24) - Timeline Reaction (58:59) - Saagar Enjeti, an American journalist and co-host of the podcast and YouTube show "Breaking Points," discusses the societal implications of AI and data center expansion, emphasizing the strain on electricity resources and potential political backlash. He highlights that in states like Virginia, data centers consume a significant portion of power, leading to rising electricity costs and public opposition. Enjeti warns that this trend could escalate into a national issue by 2026, with both left and right political factions uniting against unchecked technological growth. (01:28:21) - Jordan Schneider, host of the ChinaTalk podcast, discusses the escalating trade tensions between the U.S. and China, focusing on rare earth elements and AI technology. He highlights China's strategy to become more self-reliant while increasing global dependence on its resources, and critiques the U.S. administration's inconsistent policies, which he believes may inadvertently benefit China. Schneider also touches on the potential for Chinese humanoid robots to enter the U.S. market, expressing concerns about the lack of American competitors and the need for regulatory measures to address this emerging challenge. (01:53:34) - Chase Lochmiller, CEO and Co-Founder of Crusoe Energy Systems, announced the closing of the company's Series E funding round, valuing Crusoe at $10.4 billion. He described Crusoe as an "AI factory company" that builds infrastructure to produce intelligence, focusing on energy cultivation, data center development, and software platforms to support large-scale AI applications. Lochmiller emphasized the company's commitment to speed, reliability, and cost-effectiveness in delivering AI infrastructure solutions, highlighting the rapid development of their 1.2 gigawatt campus in Abilene, Texas, and plans to integrate small modular reactors (SMRs) to power AI factories by 2027. (02:06:42) - Kathleen McMahon is the co-founder and CEO of Valthos, a next-generation biodefense company focused on building infrastructure for American biodefense. In the conversation, she discusses the increasing asymmetry in biodefense, emphasizing how advancements in AI have made it easier and faster to engineer pathogens compared to developing cures. She also announces that Valthos has raised $30 million in funding, with support from Founders Fund, Lux, and OpenAI's startup fund. (02:16:09) - Dion Harris, Senior Director of HPC, AI, and Cloud Solutions at NVIDIA, discusses the company's role in advancing AI infrastructure, highlighting a projected $3 to $4 trillion investment in AI by 2030. He emphasizes NVIDIA's commitment to enhancing platform efficiency and supporting diverse applications, from chatbots to drug discovery. Harris also notes the company's efforts in redefining data center architecture to meet the growing demands of AI across various industries. (02:27:23) - Burkay Gur, CEO of fal, discusses the inaugural Generative Media Conference held at San Francisco's Ferry Building, emphasizing the event's significance in providing a dedicated space for the burgeoning generative media industry. He highlights the diverse participation, including foundational model labs, media professionals, and notable figures like Jeffrey Katzenberg, reflecting the industry's rapid growth and specialization. Gur also notes Hollywood's increasing experimentation with generative AI, anticipating a shift towards broader adoption in the near future. (02:36:24) - Glenn Solomon, Managing Partner at Notable Capital, a global venture capital firm specializing in software infrastructure, discusses his firm's 25-year history and investments in companies like Vercel and HashiCorp. He reflects on the inaugural Generative Media Conference, noting the enthusiasm among developers and drawing parallels to early HashiCorp events, predicting significant industry growth. Solomon highlights generative media's potential to revolutionize content production across sectors such as advertising, marketing, entertainment, and education, emphasizing its speed, cost-effectiveness, and ability to create new applications beyond traditional media capabilities. (02:40:16) - Diego Rodriguez, co-founder and CTO of Krea, discusses the integration of AI tools in creative workflows, emphasizing the need for seamless collaboration between various technologies to enhance storytelling and creativity. He highlights the blurring lines between professional and consumer tools, noting that users across different levels seek both flexibility and user-friendly interfaces. Rodriguez also shares Krea's growth, reporting over 30 million sign-ups and increasing enterprise adoption, underscoring the platform's impact in the creative industry. (02:47:36) - Justine Moore is a partner at Andreessen Horowitz, focusing on AI investments, including foundation models and app

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(01:35) - The Browser Company Effect (13:54) - AI Buildout Hits Fab Capex Overhang (40:04) - 𝕏 Timeline Reactions (01:11:56) - Jacob Andreou, leading product and growth at Microsoft AI with a focus on Copilot, previously held a similar role at Snap from 2015 to 2023. In the conversation, he discusses Microsoft's integration of various AI models into Copilot, including OpenAI's GPT-5 and their own first-party models, to enhance user experience. He also highlights new features like the AI browser in Edge, which offers agentic capabilities and proactive assistance, and introduces 'Mico,' a new AI persona designed for safe, work-appropriate interactions. (01:30:18) - 𝕏 Timeline Reactions (01:58:06) - Drew Houston, co-founder and CEO of Dropbox, discusses the evolution of Dropbox from a file-syncing service to an AI-powered platform with the introduction of Dropbox Dash, an AI-driven universal search and knowledge management tool. He highlights how Dash connects various work applications, enabling users to efficiently locate and manage their content across multiple platforms. Houston emphasizes the importance of integrating AI to enhance productivity and streamline workflows in the modern work environment. (02:20:09) - Adam Fry, the product lead for ChatGPT Search and ChatGPT Pulse, discusses the enthusiastic reception of ChatGPT Atlas, highlighting its availability to all users and the integration of AI features into daily workflows. He explains that while the browser is accessible to everyone, advanced features like agent mode are more compute-intensive and thus prioritized for paid users. Fry also emphasizes the long-term vision for Atlas, focusing on user retention and continuous improvement to enhance the browsing experience. (02:31:48) - Ian Rogers, Chief Experience Officer at Ledger, discusses the company's mission to provide secure self-custody solutions for digital assets, emphasizing the importance of protecting private keys using secure element chips. He highlights Ledger's evolution from securing Bitcoin to supporting a wide range of cryptocurrencies and digital assets, including passkeys and identities, underscoring the growing need for security in our increasingly digital lives. Rogers also introduces Ledger's latest product, the Nano Gen 5, a secure touchscreen device priced at $179, designed to enhance user experience without compromising security. (02:45:34) - Molly Cantillon, founder of NOX, a proactive personal assistant company, discusses the challenges of integrating iMessage and WhatsApp to enable seamless communication across both platforms. She explains that by layering onto users' computers and avoiding distribution through the App Store, NOX can facilitate this integration without direct cooperation from Apple or Meta. Cantillon also highlights the importance of message interoperability and the potential for regulatory and market forces to encourage platform cooperation in the future. (02:55:14) - Jonny Dyer, CEO and co-founder of Muon Space, discusses the inevitability of large-scale IT infrastructure in space, emphasizing that the timeline—whether one, ten, or twenty years—is uncertain, but the shift is certain. He highlights Muon Space's partnership with SpaceX's Starlink, aiming to modernize space connectivity by replacing outdated systems with high-speed, always-on broadband connections, which will enable transformative capabilities like a 50-satellite constellation for rapid wildfire detection and tracking. Dyer also mentions Muon Space's recent $140 million Series B funding, plans to significantly scale up production capabilities, and the development of new technologies to enhance their satellite operations. (03:03:30) - Mike Shebat, CEO and co-founder of Traba, discusses how his company leverages AI to streamline industrial staffing by replacing manual processes with technology, resulting in higher fill rates and faster worker placements. He highlights Traba's growth to 150 employees over four years and emphasizes the importance of a strong in-person work culture, drawing parallels to the commitment of aspiring Olympians. Shebat also addresses the challenges of scaling in the physical world, noting the necessity of market-specific strategies and the potential for future expansion into new markets. 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.comFoll

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(00:13) - F1–Apple TV Partnership (18:56) - Meta's AI Job Cuts (24:29) - Google Eyes Anthropic Cloud Agreement (38:04) - 𝕏 Timeline Reactions (01:00:09) - Kevin Rose, an American internet entrepreneur and venture capitalist, is renowned for founding Digg and co-founding Revision3. In the conversation, he reflects on the evolution of social media from its early days of fostering real-world connections to its current algorithm-driven state, expressing concerns about the rise of AI-generated content and the need for authentic human interactions. He also discusses the potential of AI in personal software development, emphasizing the importance of creativity and design in the future of technology. (01:31:02) - Jeff Yan, co-founder of Hyperliquid, emphasizes the importance of maintaining a credibly neutral protocol in the development of decentralized finance platforms. He believes that accepting venture capital could compromise this neutrality, as early insider involvement might leave a lasting "scar" on the protocol's integrity. Instead, Yan advocates for a community-led approach, ensuring that the platform remains impartial and truly decentralized. (02:02:02) - Tomasz Tunguz, a venture capitalist and former product manager at Google, discusses the significant impact of AI on GDP growth, noting that data center buildouts now exceed 1% of U.S. GDP. He examines the role of vendor financing in this expansion, comparing it to historical infrastructure investments, and emphasizes the importance of understanding debt structures and depreciation schedules in assessing financial risks. Additionally, Tunguz highlights the rapid advancements in AI technologies and their potential to reshape industries, while cautioning about the complexities and risks associated with these developments. (02:23:53) - Shan Aggarwal, Chief Business Officer at Coinbase, discusses the company's recent acquisition of Echo, an on-chain capital formation platform, highlighting its significance in enabling earlier-stage investments and expanding Coinbase's role beyond secondary exchanges. He emphasizes the importance of providing broader access to private company investments, aiming to democratize opportunities traditionally limited to accredited investors. Aggarwal also reflects on the unique aspects of the acquisition process, including the integration of NFTs and the challenges of explaining these innovations to legal and tax consultants. (02:31:25) - Nick Abouzeid, co-founder and CEO of Rivet Tax, announced the company's $5.1 million seed funding round, emphasizing their selective approach to investors and the self-sustaining nature of their business. He detailed Rivet's proprietary platform, which centralizes client communications and documents to streamline tax preparation and reduce redundant information requests. Abouzeid also discussed the strategic decision to acquire Lobby, a company specializing in document interaction, to enhance Rivet's capabilities, and explained their preference for organic growth over acquiring existing tax firms due to the complexities and inefficiencies associated with such roll-ups. (02:38:10) - David Tisch is an American entrepreneur and investor, best known as the co-founder and managing partner of BoxGroup and former managing director of TechStars NYC. He has been a key figure in New York’s startup ecosystem, backing hundreds of early-stage technology companies. (02:50:43) - Chris Dixon, a General Partner at Andreessen Horowitz and leader of a16z crypto, discusses the positive trends in the crypto market, highlighting the impact of smart policies like the Genius Bill on stablecoin growth and the elimination of scams. He notes the increasing involvement of major companies in the space and the emergence of applications at the intersection of crypto and AI, such as decentralized physical infrastructure and real-world assets. Dixon expresses optimism about the industry's momentum following a challenging period from 2022 to 2024, emphasizing the importance of sustained innovation and policy support. 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

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(00:13) - OpenAI's Atlas Browser (12:53) - OpenAI Locks in Massive Chip Partnerships (27:33) - 𝕏 Timeline Reactions (57:02) - Palmer Luckey is an American entrepreneur and inventor best known as the founder of ModRetro and Anduril Industries, pioneering work that spans retro technology design and cutting-edge defense systems. (01:45:51) - Brian Armstrong, co-founder and CEO of Coinbase, discusses the company's recent acquisition of Echo, emphasizing its role in streamlining on-chain capital formation and enhancing economic freedom. He highlights the potential for integrating Echo's platform into Coinbase to facilitate efficient fundraising for entrepreneurs, aiming to democratize access to capital and support the growth of innovative projects. Armstrong also reflects on the challenges of traditional fundraising processes and envisions a future where on-chain solutions simplify and expedite capital raising for startups. (01:59:51) - Brian Chesky is an American entrepreneur and designer best known as the co-founder and CEO of Airbnb, where he transformed the way people travel and experience hospitality worldwide. (02:39:19) - 𝕏 Timeline Reactions (02:46:12) - Stuart Landesberg, an entrepreneur with over 15 years in technology, founded Seneca to address the outdated equipment used by firefighters, aiming to enhance their capabilities with modern technology. He discusses the development of autonomous suppression copters designed to rapidly respond to wildfires, carrying 500-pound payloads to contain fires before they escalate. Landesberg emphasizes that these drones are intended to support, not replace, firefighters by providing rapid aerial response in situations that are unsafe, inefficient, or impossible for human crews. (02:59:24) - Daniel Glassman, leading Samsung's new business development team across TV and mobile, discusses the integration of AI features into Samsung's 2025 smart TVs, including a dedicated AI button providing access to services like Perplexity and Copilot. He highlights the potential for communal AI experiences, such as planning trips or home renovations, directly from the TV screen, aiming to enhance user engagement and streamline interactions. Glassman also addresses the challenge of balancing feature expansion with user-friendly design, emphasizing the importance of creating frictionless experiences through intuitive interfaces like voice commands and dedicated remote buttons. (03:04:55) - Harrison Chase, co-founder and CEO of LangChain, discusses the company's evolution from an open-source project to a comprehensive agent engineering platform, highlighting the recent $125 million funding round at a $1.25 billion valuation. He emphasizes the importance of building reliable, mission-critical AI agents and introduces LangSmith, a platform designed to enhance agent development through improved debugging, evaluation, and deployment capabilities. Chase also addresses the challenges of agent reliability and the need for human-in-the-loop interactions to ensure effective AI applications. (03:19:56) - 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

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(01:58) - The Current State of AI (30:43) - Robbery at the Louvre (36:50) - Timeline Reactions (41:00) - Nvidia & China (48:05) - Timeline Reactions (51:58) - Ryan Cohen is a Canadian entrepreneur and activist investor, best known for founding Chewy, an online pet retailer, and serving as the CEO and Chairman of GameStop. In the conversation, Cohen discusses the impact of government shutdowns on startups, highlighting how delays in contract approvals and visa processing can hinder hiring and operations. He also addresses the challenges in AI regulation, emphasizing the need for federal standards to prevent a patchwork of state laws that could stifle innovation. (01:47:54) - Zak Kukoff, Chair of the Tech and Venture Practice at Lewis-Burke Associates and former venture capitalist at General Catalyst, discusses the impact of government shutdowns on startups, highlighting issues such as delayed deal flow, frozen visa processing for workers, and halted regulatory approvals, which can be existential threats to startups dependent on timely government actions. (02:21:28) - 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

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(01:04) - Palmer Luckey's EagleEye Reactions (11:05) - 𝕏 Timeline Reactions (12:36) - Ferrari 12Cilindri Reactions (24:41) - Colossus' Kushner Story Sparks Debate (31:50) - 𝕏 Timeline Reactions (01:00:44) - Alex Klein, the inventor and founder of the Stem Player, discusses his journey from creating build-your-own computers for children to developing the Stem Player, an AI-driven music device that allows users to interactively remix songs by isolating and combining different musical elements. He highlights collaborations with artists like Kanye West, who helped distribute the product, and emphasizes the device's capability to provide a novel, interactive music experience by enabling users to manipulate stems—vocals, bass, drums, and instrumentals—of their favorite tracks. Klein also touches on the innovative licensing and revenue model of Stem FM, which compensates artists based on the listening time subscribers spend with their music, aiming to create a more equitable and engaging platform for both artists and listeners. (01:28:18) - Hemant Taneja, CEO of General Catalyst, discusses his book "The Transformation Principles," emphasizing the need for clear guiding principles amid the uncertainties introduced by AI and geopolitical shifts. He highlights the importance of interdisciplinary collaboration in transforming industries like healthcare, combining technological agility with the sector's inherent seriousness. Taneja also addresses the venture capital landscape, noting the accelerated growth of AI-driven companies and the necessity for investors to adapt to these evolving dynamics. (02:00:03) - Rob Toews is a Partner at Radical Ventures, leading the firm's Bay Area office and focusing on investments in artificial intelligence and deep technology. In the conversation, he discusses the evolution of brain-computer interfaces (BCIs), highlighting the distinction between invasive and non-invasive technologies, and explores their potential applications in enhancing human-AI interaction. (02:27:18) - Nathan Benaich, founder and General Partner of Air Street Capital, a venture capital firm investing in AI-first companies, discusses the evolving landscape of early-stage AI investments, noting a bifurcation between large lab model companies raising significant funds and more pragmatic entrepreneurs focusing on specific use cases. He highlights the shift from startups spending seed budgets on building AI systems to now leveraging existing models for product-market fit experiments, emphasizing the importance of team capability in running multiple experiments to find successful applications. Additionally, Benaich touches on the increasing interest in AI from various sectors, including national security and defense, underscoring the broad potential and value creation of AI technologies. (02:42:49) - 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.comNumeral - 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

(01:17) - Google’s AI Breakthrough in Cancer (22:44) - 𝕏 Timeline Reactions (30:37) - Protein Powders Exposed (35:41) - 𝕏 Timeline Reactions (01:36:03) - Dante Vaisbort, a University of Chicago graduate and co-founder of Albacore Inc., discusses his company's development of Ghostfin, a 6-foot-long autonomous underwater vehicle capable of patrolling over 1,000 nautical miles undetected and delivering precision effects. He highlights the vehicle's potential to deter maritime invasions, its ability to carry a 250-pound explosive payload, and its distinction from existing platforms like Anduril's DIVE, which focuses on deep-sea survey missions. Vaisbort also emphasizes Albacore's strategic location in Philadelphia, leveraging proximity to Washington, D.C., and the city's rich shipbuilding history to foster the next generation of maritime capabilities. (01:58:30) - Eiso Kant is the co-founder and CTO of Poolside, a company dedicated to developing advanced AI models for software engineering. In the conversation, he discusses his journey from being inspired by Andrej Karpathy's 2015 article on neural networks to founding Poolside, emphasizing the importance of reinforcement learning in advancing AI capabilities. He also highlights Poolside's strategic focus on enterprise applications, particularly in high-consequence environments like defense and government, and the company's efforts to secure substantial computing resources to stay at the forefront of AI development. (02:12:59) - Marc Benioff, co-founder and CEO of Salesforce, is a prominent figure in the tech industry, known for his leadership in cloud computing and AI integration. In the conversation, he discusses the rapid adoption of AI technologies, emphasizing Salesforce's commitment to enhancing customer success through innovations like Agentforce. Benioff also highlights the importance of maintaining a beginner's mindset and the role of AI in transforming business operations. (02:37:03) - Alice Bentinck is the co-founder and CEO of Entrepreneur First, a global talent investor that supports individuals in building technology startups, and also co-founded Code First: Girls, a nonprofit aimed at increasing the number of women in tech. She discusses the recent Entrepreneur First demo day, highlighting the participation of 40 founders who pitched AI-related products to an audience of 200 attendees, including partners from leading venture capital firms. Bentinck emphasizes the trend of young founders tackling complex problems in traditional industries and underscores the importance of revenue stickiness and long-term contracts in attracting investor interest. (02:43:17) - Eric Seufert, an independent analyst and founder of Mobile Dev Memo, discusses his belief that OpenAI will inevitably monetize ChatGPT through advertising, drawing parallels to Netflix's prior stance on ads. He emphasizes the importance of maintaining user trust by ensuring ads do not compromise the objectivity of ChatGPT's responses. Seufert also highlights the potential for ads to drive economic growth, citing their role in the success of direct-to-consumer businesses and the broader internet economy. (03:06:57) - Pim de Witte, a tech entrepreneur who founded Medal, a major social gaming platform, and previously ran a successful Runescape private server as a teenager, discusses his company's recent $133.7 million fundraising to develop general agents capable of deep spatial-temporal reasoning for applications like search and rescue drones. He explains their approach of training foundation models on diverse gaming data to enable efficient transfer to novel environments, leveraging existing gaming interfaces in robotics. Additionally, Pim highlights the importance of combining simulation and real-world data to ensure safety and effectiveness in deploying these agents across various applications. 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

(02:09) - OpenAI Goes Explicit (24:01) - 𝕏 Timeline Reactions (26:01) - Apple Unveils M5 Apple Vision Pro (29:17) - 𝕏 Timeline Reactions (39:22) - Erebor Bank Gets U.S. Greenlight (42:57) - 𝕏 Timeline Reactions (46:01) - Zachary Perret, CEO and co-founder of Plaid, discusses the company's latest product release, highlighting the introduction of LendScore—a new credit scoring system that utilizes real-time cash flow and network data to provide a more accurate assessment of a borrower's financial health. He explains that traditional credit scores often overlook current financial behaviors, whereas LendScore offers a dynamic view by analyzing up-to-date income patterns and spending habits. Perret also mentions enhancements to Plaid's fraud detection capabilities, including the Trust Index, which now incorporates behavioral signals and network-wide analysis to identify potential fraud more effectively. (01:01:07) - Panos Panay, formerly Microsoft's Chief Product Officer, joined Amazon in October 2023 to lead its Devices & Services division. In the conversation, Panay discusses Amazon's latest hardware releases, including new Echo devices with enhanced AI capabilities, color Kindle Scribe models, and advanced Ring cameras. He emphasizes the evolution of Alexa into a more conversational AI, the integration of large language models to enhance user interactions, and the importance of balancing innovation with user experience, particularly in products like Kindle. (01:32:07) - Adam Ryan, co-founder and CEO of Workweek, discusses the creation of a professional networking platform that connects individuals within specific industries, such as healthcare, marketing, and HR, to facilitate trusted, peer-to-peer conversations. He emphasizes the importance of verification to prevent spam and ensure meaningful interactions, addressing the limitations of open networks like LinkedIn. Ryan also highlights the value of niche communities, noting that targeted impressions within these networks can be significantly more valuable than broader platforms. (02:00:20) - Eric Wittman, CEO of VSCO since 2023, discusses the company's commitment to supporting creatives by integrating AI tools that enhance, rather than replace, the artistic process. He highlights features like VSCO Hub, an AI-powered visual search engine connecting brands with photographers, and VSCO Canvas, a mood-boarding tool combining generative AI with a vast community library. Wittman emphasizes AI's role in streamlining mundane tasks for photographers, such as culling and editing, while preserving the integrity of their craft. (02:21:00) - Adit Abraham, co-founder and CEO of Reducto, discusses his company's mission to transform complex documents into structured, machine-readable data using advanced AI models. He announces Reducto's recent $75 million Series B funding led by Andreessen Horowitz, bringing their total funding to $108 million. Abraham emphasizes the importance of high accuracy in document processing for critical applications in healthcare and finance, highlighting Reducto's role in enabling reliable AI processing of sensitive documents. (02:29:12) - CoreWeave’s AI Ranch (02:39:56) - 𝕏 Timeline Reactions (02:42:21) - Brian Baumgartner, renowned for his portrayal of Kevin Malone on "The Office," humorously discusses his challenges in adapting to a CFO role, highlighting the complexities of financial management and the distractions of public attention. He reflects on the demanding nature of leadership, the importance of efficiency, and the unexpected difficulties of performing tasks under public scrutiny. Baumgartner also touches on the dynamics of workplace relationships and the pressures of maintaining composure in high-stress environments. (02:52:59) - Colin Luce, co-founder and CEO of Basis Theory, discusses how his company enables merchants, platforms, and fintechs to seamlessly integrate with multiple payment service providers like Stripe, Adyen, and Checkout.com, enhancing global reach and performance. He emphasizes the shift of payments from a cost center to a growth driver, highlighting the importance of leveraging various PSPs' unique strengths. Luce also announces Basis Theory's recent $33 million funding round, underscoring the company's commitment to advancing payment infrastructure. (03:00:23) - John Glasgow, CEO of Campfire, discusses the company's rapid growth, highlighting a recent $65 million Series B funding round that brings their total funding to $100 million. He emphasizes Campfire's development of an AI-native ERP system designed to modernize accounting processes, offering features like native multi-entity and currency consolidation, and automating tasks such as bank reconciliations. Glasgow also notes the increasing demand for AI-integrated ERP solutions, as legacy systems struggle to handle the vast transaction data of modern businesses. (03:06:51) - Dan Shipper, co-founder of Every, discusses the launch of Good Start Labs, a

(00:50) - 𝕏 Timeline Reactions (31:54) - Inside Thrive Capital's Rise (52:32) - 𝕏 Timeline Reactions (01:13:50) - Henri Stern, co-founder of Privy, discusses the company's recent acquisition by Stripe, emphasizing the shared vision of integrating crypto and fiat systems to make digital assets more accessible. He highlights the importance of seamless user experiences in crypto products, noting that wallets should be fast and tailored to different user needs, such as neobank clients or gamers. Stern also touches on the growing institutional adoption of crypto, mentioning collaborations with major financial institutions to enable global payments and stablecoin-based payroll systems. (01:37:27) - 𝕏 Timeline Reactions (02:00:07) - Andrew Ross Sorkin, a financial journalist and author, discusses his new book "1929," which examines the events leading up to the Great Depression and draws parallels to today's financial landscape. He highlights the role of figures like Charlie Mitchell and Carter Glass, and the speculative behaviors that contributed to the 1929 crash. Sorkin also reflects on the challenges of writing the book, including extensive research and the use of technology to access historical documents. (02:30:02) - Brian Potter, a senior infrastructure fellow at the Institute for Progress and author of "The Origins of Efficiency," discusses his background in structural engineering and his experience at Katerra, a construction startup that aimed to revolutionize the industry through factory-built methods but ultimately failed. He explores the challenges in improving construction efficiency, highlighting obstacles such as the difficulty in achieving economies of scale, reducing input costs, and overcoming regulatory constraints. Potter emphasizes that while other industries have successfully enhanced efficiency through various strategies, the construction sector faces unique barriers that hinder similar progress. (02:49:48) - Pari Singh, founder and CEO of Flow Engineering, discusses his company's mission to revolutionize hardware development by applying agile software practices to complex hardware design. He shares that Flow Engineering, originally a rocket engine design firm, developed an internal platform enabling rapid design iterations, which evolved into their current product. Singh also announces a $23 million Series A funding round led by Sequoia Capital, emphasizing their focus on next-generation aerospace and defense companies over traditional industry giants. 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

(05:04) - J.PMorgan Goes Patriot Mode (09:57) - 𝕏 Timeline Reactions (18:34) - Netherlands Seizes Control of Nexperia (27:39) - Ryan Petersen, founder and CEO of Flexport, discusses the challenges of navigating the logistics industry amid fluctuating tariffs and the importance of building a team of dedicated "missionaries" rather than "mercenaries" to weather such uncertainties. He highlights the impact of recent tariff increases on trade volumes, noting a significant decline in shipments from China to the U.S. following the imposition of 100% duties, and emphasizes the need for companies to remain adaptable and committed to their mission in the face of unpredictable policy changes. (49:18) - 𝕏 Timeline Reactions (01:30:50) - Alexis Ohanian, co-founder of Reddit and husband to tennis star Serena Williams, is an entrepreneur and investor known for his involvement in various ventures. In the conversation, he discusses his recent projects, including Athlos, a women's track and field league, and his investment in Angel City FC, a women's soccer team. He also touches on his support for Stoke Space, a company developing reusable rockets, and shares insights on the evolving landscape of AI and social media. (02:01:56) - Anduril Unveils EagleEye Warfighter Glasses (02:05:04) - 𝕏 Timeline Reactions (02:28:39) - Serena Ge, an 18-year-old entrepreneur and founder of Data Curve, discusses her journey from dropping out of school at 18 to participate in Y Combinator with an initial project called Uncle GPT, which eventually evolved into Data Curve. She highlights the company's focus on providing coding data for foundation model labs to develop and enhance capabilities, emphasizing the importance of high-skilled tasks and a bounty-based system to engage top-tier coders. Serena also shares insights into the company's rapid growth, including raising a $15 million Series A funding round, and her experiences building a scrappy, ambitious team culture. (02:35:59) - 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

A rare live interview with OpenAI CEO Sam Altman and Sora head Bill Peebles. John and Jordi talk through the first 10 days of the Sora app, how AI will change advertising, and what Sora means for Hollywood.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

(02:32) - 𝕏 Timeline Reactions (16:29) - Softbank Pursues $5B Loan (28:18) - China Races to Buy NVIDIA Chips (33:06) - 𝕏 Timeline Reactions (56:31) - Sam Altman, CEO of OpenAI & Bill Peebles, Head of Sora, discuss the advancements of Sora, OpenAI's AI-driven video generation platform, highlighting its enhanced physics understanding and user-friendly creation tools that have led to a high user engagement rate. They emphasize the importance of continuous innovation and the potential for AI to transform content creation, while also addressing the need for responsible management of AI-generated content and the protection of individual likenesses. Altman also touches on the challenges of scaling AI technologies and the strategic decisions involved in resource allocation to support ongoing development. (01:28:19) - Elad Gil is a prominent entrepreneur and investor, known for co-founding Color Genomics and investing in companies like Airbnb, Coinbase, and Stripe. He discusses the transformative potential of AI in professional services, emphasizing how AI can automate repetitive tasks, enhance productivity, and significantly improve profit margins. Gil highlights the opportunity to acquire traditional, labor-intensive businesses, implement AI to streamline operations, and use the increased cash flow to scale through further acquisitions. (01:57:37) - Robby Stein, Vice President of Product at Google Search, discusses the integration of advanced AI technologies into Google's search engine, highlighting features like AI overviews and AI mode that enhance user experience by providing quick, relevant information and enabling natural language queries. He emphasizes the importance of accuracy and quality in AI responses, leveraging Google's extensive search history to improve results, and addresses trust concerns while encouraging businesses to adapt their content strategies to align with AI-driven search advancements. (02:17:32) - Morgan Housel, a partner at Collaborative Fund and author of "The Art of Spending Money," emphasizes that spending is more art than science, as individual preferences and life experiences shape financial decisions. He discusses the importance of distinguishing between internal and external benchmarks of success, noting that while external achievements are visible, true contentment often stems from internal satisfaction. Housel also highlights the significance of minimizing future regrets by focusing on meaningful experiences and relationships over material possessions. (02:44:38) - Misha Laskin, co-founder and CEO of Reflection AI, a startup specializing in AI tools for automating software development, discusses the company's recent $2 billion funding round led by Nvidia, which has elevated its valuation to $8 billion. He emphasizes Reflection AI's commitment to developing open-source AI models in the U.S. for global distribution, aiming to provide enterprises with compliant alternatives to existing models. Laskin also highlights the company's focus on co-designing algorithms with advanced American chips to enhance performance and competitiveness. (02:58:03) - Dylan Patel, founder of SemiAnalysis, discusses the launch of InferenceMAX, an open-source benchmarking suite that evaluates inference performance across various hardware platforms and models, aiming to provide up-to-date and realistic insights into LLM inference performance. He highlights the industry's need for standardized, transparent benchmarks to assess hardware efficiency and cost-effectiveness, emphasizing that InferenceMAX addresses this by benchmarking popular models on major hardware platforms nightly with the latest software. Patel also notes the significant support from major industry players, including NVIDIA, AMD, Microsoft, OpenAI, Oracle, and others, underscoring the collaborative effort to enhance AI infrastructure evaluation. (03:17:53) - 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

(01:20) - The Return of Nonsense Metrics (11:33) - 𝕏 Timeline Reactions (26:33) - John Quinn, founder of Quinn Emanuel Urquhart & Sullivan, discusses the firm's unique focus on litigation and arbitration, emphasizing the advantages of specializing solely in disputes work. He highlights the firm's reputation as the "most feared law firm," attributing it to their commitment to taking on challenging cases and achieving favorable outcomes. Quinn also addresses the impact of AI on the legal profession, noting its potential to streamline case resolution while anticipating an increase in litigation due to AI-related disputes. (57:07) - Martin Casado, a General Partner at Andreessen Horowitz and co-founder of Nicira, discusses the impact of AI on software infrastructure, emphasizing the need to revamp networking, compute, and development tools to keep pace with AI advancements. He highlights the resilience of startups against cloud giants, noting that dedicated focus often leads to success despite competition from major players. Casado also addresses the strategic importance of reducing reliance on Chinese hardware in critical infrastructure, advocating for local capability development to enhance national security. (01:31:06) - 𝕏 Timeline Reactions (02:02:09) - Ferrari Takes on EVs (02:16:12) - 𝕏 Timeline Reactions (02:28:59) - Preston Zhou, co-founder of Relace, transitioned from a physics PhD program at Harvard to establish the company with Eitan Borgna, a machine learning PhD student from UChicago. They recently secured $23 million in funding to enhance AI agent infrastructure, focusing on auxiliary models that improve agent reliability. Their tools, such as the fast supply model and embedding and re-rank models, are already utilized by over 40 companies, including Lovable and Figma. (02:36:41) - Scott Stevenson, co-founder and CEO of Spellbook, an AI contract review tool for legal professionals, discusses the company's rapid growth, including a recent $50 million funding round led by Keith Rabois, and their mission to make contracts move at the speed of commerce. (02:44:18) - George Kurdin, founder of Monk.com, discusses how his company assists businesses in saving time and increasing revenue by streamlining invoice and collections processes, addressing common issues like ineffective emails and errors that contribute to payment delays. He highlights the evolving role of CFOs, noting a shift towards greater financial rigor and openness to experimentation, which has facilitated Monk.com's go-to-market strategy. Additionally, Kurdin emphasizes the integration of large language models into their workflow, leveraging advancements from industry leaders to enhance their services. (02:49:54) - Zachary Townsend, CEO and co-founder of Meanwhile, the world's first Bitcoin-denominated life insurance company, discusses how Meanwhile integrates Bitcoin into life insurance by accepting premiums and paying claims entirely in Bitcoin, offering a hedge against inflation and currency depreciation. He explains that their whole life insurance policies involve paying one Bitcoin annually for ten years, with a guaranteed payout of 1.5 Bitcoins, ensuring beneficiaries receive a fixed amount regardless of Bitcoin's market fluctuations. Townsend also highlights that Meanwhile operates like a traditional life insurance company, being regulated and licensed in Bermuda, and emphasizes their conservative investment strategies and robust risk management framework to mitigate risks associated with Bitcoin's volatility. (02:58:33) - 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

(01:18) - Altman's Long-Term Vision (26:18) - Karim Atiyeh, co-founder and CTO of Ramp, discusses the company's innovative use of AI agents to automate financial operations, enhancing efficiency and accuracy in tasks like expense classification and fraud detection. He highlights the integration of these agents with various tools and systems, enabling them to perform complex actions such as web browsing, form filling, and email processing. Atiyeh also addresses the importance of robust controls and guardrails to ensure the security and reliability of AI-driven financial processes. (01:02:16) - Are We Entering a GPU Bubble? (01:19:17) - 𝕏 Timeline Reactions (01:27:26) - Ben Gilbert and David Rosenthal are entrepreneurs, investors, and co-hosts of the acclaimed podcast Acquired, which explores the stories and strategies behind the world’s most iconic companies. Gilbert, a former Microsoft product manager who led projects like Office for iPad and ran the company’s internal innovation arm “The Garage,” later co-founded Pioneer Square Labs, a Seattle-based startup studio and venture fund. Rosenthal spent over a decade in venture capital and holds degrees from Princeton University and Stanford Graduate School of Business. Together, they’ve built Acquired into one of the most respected business and technology podcasts, known for its deep research, long-form storytelling, and ability to make complex corporate histories accessible and compelling to a global audience. (02:08:55) - 𝕏 Timeline Reactions (02:12:11) - David Faugno, co-CEO of 1Password, discusses the company's partnership with Browser Base to introduce Secure Agentic Autofill, enhancing secure credential sharing for AI agents. He emphasizes the urgency of providing secure solutions for AI technologies to meet customer needs and highlights 1Password's growth, serving 175,000 corporate customers and focusing on identity security for enterprises. (02:23:00) - Sergiy Nesterenko, CEO and founder of Quilter, a company that simplifies circuit board design, discusses their recent $25 million Series B funding led by Index Ventures. He shares his background at SpaceX, where he spent five years designing avionics for Falcon 9 and Falcon Heavy, which inspired him to address the challenges in circuit board design. Nesterenko emphasizes the importance of first-principles thinking, a lesson from his time at SpaceX, and highlights Quilter's focus on reducing time to market for both large corporations and startups by automating PCB design processes. (02:29:21) - Justin Lopas, co-founder and COO of Base Power Company, discusses the company's significant growth, including expansion into major Texas markets and the establishment of a new factory in Austin. He highlights the $1 billion Series C funding, emphasizing the vast market potential for home energy storage solutions amid increasing grid demands from AI, EVs, and population growth. Lopas also explains how Base Power's distributed battery systems enhance grid efficiency by managing energy distribution during peak and off-peak times. (02:41:44) - Ryan Daniels, co-founder and CEO of Crosby, a hybrid AI-powered law firm, discusses the company's recent $20 million Series A funding led by Index Ventures and Bain Capital Ventures. He highlights Crosby's rapid growth, noting an acceleration from reviewing 1,000 contracts in 170 days to 1,000 every three weeks, achieved by combining AI tools with licensed attorneys to expedite contract processing. Daniels emphasizes Crosby's role as an extension of in-house legal teams, focusing on high-volume, non-strategic agreements to enhance efficiency and support sales and procurement teams. (02:48:28) - Zack Ganieany, Vice President of Finance at Clipboard Health, discusses the company's mission to improve hiring by focusing on candidates' actual work products rather than traditional credentials. He highlights the inefficiencies in current hiring practices, such as AI-generated resumes and screeners, and emphasizes the importance of evaluating real-world performance through work trials and samples. Additionally, Ganieany announces a $6 million fundraising round co-led by Guillermo Rauch of Vercel, aiming to further develop their platform and enhance the hiring process. (02:58:15) - Yash Rathod, co-founder and CEO of Origin, a San Francisco-based startup, discusses the development of Axis, an AI model designed to unify various biological modalities to enhance drug development for complex diseases. Axis has outperformed Google DeepMind's AlphaFold 3 in predicting molecular interactions, marking a significant advancement in AI-driven drug discovery. Rathod emphasizes the importance of integrating diverse scientific disciplines and plans to expand Axis's capabilities to optimize gene therapies, aiming to initiate a therapeutic program within a year. (03:04:09) - Alex Shieh, co-founder of an anti-fraud company, discusses their recent $5 million pre-seed and seed funding from Abstract Venture

(02:09) - The AI Slop Discourse (18:48) - 𝕏 Timeline Reactions (20:07) - OpenAI’s $1T Web (24:50) - 𝕏 Timeline Reactions (01:13:47) - Shayne Coplan, founder and CEO of Polymarket, discusses the recent $2 billion strategic investment from Intercontinental Exchange (ICE), valuing Polymarket at approximately $8 billion. He highlights the partnership's potential to integrate prediction markets into mainstream finance and emphasizes the synergies between Polymarket's consumer-focused platform and ICE's institutional expertise. Coplan also expresses excitement about collaborating on future tokenization initiatives, aiming to enhance the efficiency and accessibility of financial markets. (01:22:27) - 𝕏 Timeline Reactions (01:55:35) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the company's transformation into a digital platform for luxury car enthusiasts, aiming to facilitate online transactions and community engagement. He highlights the launch of duPont REGISTRY's live auction platform and emphasizes the importance of storytelling in marketing, focusing on the passion between drivers and their cars. Tessier also notes the younger generation's readiness to purchase luxury vehicles online, underscoring the company's commitment to evolving with its audience. (02:09:02) - 𝕏 Timeline Reactions (02:17:57) - Rami Karabibar, CEO and co-founder of EvenUp, discusses the company's mission to level the playing field for personal injury victims by assisting attorneys with AI-driven tools that expedite case settlements and enhance outcomes. He highlights EvenUp's rapid growth, including a recent $150 million Series E funding led by Bessemer, and emphasizes the importance of accuracy in legal AI applications to maintain trust and effectiveness in the legal process. (02:35:49) - 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

(00:17) - OpenAI DevDay Reactions (30:05) - 𝕏 Timeline Reactions (38:42) - OpenAI–AMD Deal (50:07) - xAI’s Memphis Datacenter (56:12) - Doug O'Laughlin, CFA, is the President of SemiAnalysis, an independent research firm specializing in semiconductors and AI. In the conversation, he discusses OpenAI's strategic partnerships with companies like Nvidia, AMD, and SK Hynix, suggesting that OpenAI is involving multiple stakeholders to create a vested interest in its success. He also highlights the significant capital investments required for AI infrastructure and the potential for major tech companies to leverage their strong balance sheets to fund these developments. (01:31:40) - 𝕏 Timeline Reactions (01:51:17) - Celine Halioua, founder and CEO of Loyal, is developing FDA-approved drugs aimed at extending the lifespan and healthspan of dogs. In the conversation, she discusses the challenges of creating longevity drugs, the regulatory landscape, and the potential for translating canine aging research to human applications. She also highlights the importance of operational excellence and the need for rigorous scientific validation in the field of aging therapeutics. 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.aiFollow 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

(01:18) - AI’s Power Problem (22:04) - Andrej Karpathy AI Models Law of Diminishing Returns (35:40) - 𝕏 Timeline Reactions (56:18) - Apple Goes Meta on AI Glasses (01:01:31) - Josh Isner, President of Axon, has been with the company since 2009, starting in the Leadership Development Program and advancing through various roles to his current position. In the conversation, he discusses Axon's evolution from a hardware-focused company to a leader in software solutions for public safety, highlighting innovations like the Draft One AI product that generates initial police reports from body camera transcripts, significantly reducing officers' administrative workload. He also touches on the strategic acquisition of Prepared AI to enhance emergency response times and emphasizes the importance of open APIs to ensure interoperability with other public safety technologies. (01:19:31) - 𝕏 Timeline Reactions (01:30:12) - Intel CEO Pat Gelsinger has been vocal about the critical role of artificial intelligence (AI) in the company's future and the broader tech industry. He emphasizes that as everything becomes more digital, the demand for semiconductors, which power AI technologies, will continue to grow. Gelsinger refers to this trend as the "siliconomy," highlighting the increasing reliance on silicon-based technologies in our daily lives. Under Gelsinger's leadership, Intel has launched an "AI everywhere" strategy, aiming to integrate AI capabilities across its product lines. (02:16:04) - 𝕏 Timeline Reactions (02:29:41) - Sheel Mohnot, co-founder of Better Tomorrow Ventures, announced the successful raise of a new $140 million fund focused on pre-seed and seed-stage fintech companies. He discussed the firm's broad investment approach, including vertical SaaS and B2B marketplaces, and noted the evolving fintech landscape, highlighting recent public offerings by companies like Chime, Klarna, and Etoro. Mohnot also emphasized the importance of resilience for founders during challenging periods and shared his perspective on the competitive dynamics within the stablecoin sector. (02:40:30) - Santiago Nestares, co-founder of Dual Entry, an AI-driven ERP company, discusses their recent $90 million Series A funding and the challenges of modernizing legacy ERP systems. He highlights their innovative migration engine that enables rapid, low-risk transitions, allowing clients to experience the platform with their own data before committing. Nestares emphasizes the importance of reducing repetitive tasks for finance teams, enabling them to focus on strategic decision-making. (02:47:35) - Austin Federa, co-founder of DoubleZero and former Head of Strategy at the Solana Foundation, discusses how DoubleZero is building a high-performance, permissionless fiber network to enhance blockchain infrastructure by increasing bandwidth and reducing latency. He explains that the current internet was not designed for high-performance systems like blockchains, leading to inefficiencies and vendor lock-in due to data transfer costs. By creating a decentralized network of dedicated fiber and subsea cables, DoubleZero aims to provide faster, more efficient connectivity for distributed systems, starting with Solana validators as their initial market. 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.aiFollow 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

(05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 million fund, now the largest dedicated pre-seed technology fund in the UK. He emphasized their focus on investing in founders at the earliest stages, particularly at the pre-seed level, and highlighted their commitment to evaluating the personal attributes and backgrounds of entrepreneurs, including their childhood experiences and co-founder relationships. Chowdhry also discussed the firm's contrarian approach to investing in diverse sectors, from high-frequency trading to robotics, and their dedication to leading 90% of their investment rounds without relying on external validation. (01:51:25) - Jim Gao, CEO and Co-Founder of Phaidra, has a background in mechanical engineering and environmental science from the University of California, Berkeley, and previously led DeepMind's energy team, achieving significant energy savings in Google's data centers. He discusses Phaidra's recent Series B funding of over $50 million to develop AI agents for AI factories, emphasizing the complexity of modern data centers and the role of AI in autonomously optimizing their operations. Gao highlights the industry's skilled labor shortage and envisions AI agents augmenting the workforce by acting as virtual plant operators, continuously improving energy efficiency and system stability. (02:01:24) - Fan-Yun Sun, founder and CEO of Moonlake AI, discusses the company's mission to democratize the creation of real-time interactive content, such as simulations and games, by enabling users to generate interactive worlds in minutes without requiring programming expertise. He highlights the potential of AI-generated virtual environments to revolutionize industries like gaming, animation, and education, emphasizing the importance of tool use in developing these generative worlds. Sun also notes that legacy game studios are enthusiastic about collaborating with Moonlake AI to explore new possibilities in interactive content creation. (02:14:24) - Carl Pei, co-founder and CEO of Nothing, discusses the company's recent $200 million Series C funding round, which values the company at $1.3 billion. He highlights the company's growth, noting that they are approaching $1 billion in revenue this year, and emphasizes their focus on building a strong foundation in hardware, particularly smartphones. Pei also shares plans to launch AI-integrated devices starting next year, aiming to create an AI-native platform where hardware and software converge into a single intelligent system. (02:22:02) - Shehzan Maredia, CEO and founder of Lava, a non-custodial Bitcoin lending platform, discusses the launch of a new product that allows users to earn yield on USD backed by Bitcoin. Unlike traditional methods requiring complex financial engineering or exposure to volatile altcoins, Lava offers a secure way to earn returns by making over-collateralized Bitcoin-backed loans, ensuring safety through Bitcoin's liquidity and instant liquidation capabilities. Maredia emphasizes the platform's global accessibility and its appeal to both Bitcoin holders and those seeking high, secure returns on their cash. (02:31:22) - Victor Riparbelli, co-founder and CEO of Synthesia, discusses the company's evolution from its 2017 inception, focusing on AI-driven video creation for enterprises. He highlights the shift from traditional video production to AI-generated content, emphasizing the efficiency and accessibility of their platform. Riparbelli also addresses the challenges and opportunities in AI video, underscoring the importance of utility over novelty in delivering value to customers. (02:40:15) - William Fedus, known as Liam, has a physics background and spent several years at Google Brain, where he worked on generative models, reinforcement learning, and developed some of the first trillion-parameter neural networks. He later joined OpenAI in late 2022, contributing to the development of ChatGPT. In the conversation, Liam discusses his transition from OpenAI to co-founding Periodic Labs, aiming to build systems that can intentionally design the physical world by integrating experimental data with AI, focusing on applications like discovering novel superconductors and advancing material science. (02:55:26) - Jayanth Madheswaran, founder and CEO of Eve, an AI platform for plaintiff law firms, discusses how Eve's technology enables these firms to handle more cases efficiently by automating tasks like case intake and document drafting, aligning with their value-based pricing model. He highlights the contrasting business models of plaintiff and defense law firms, noting that while plaintiffs' firms benefit from increased efficiency through AI, defense firms, which bill by the hour, may be less inclined to

(00:21) - Sora 2 Launch Reactions (13:13) - Tony Xu, CEO and co-founder of DoorDash, discusses the company's recent innovations, including the 'Going Out' feature for in-restaurant dining, Dash Smart Fulfillment Services enabling one-hour delivery for retailers without physical stores, and the autonomous delivery vehicle 'DoorDash Dot.' He emphasizes the importance of continuous improvement and innovation to maintain a competitive edge in the evolving delivery industry. Xu also highlights DoorDash's commitment to supporting local businesses and enhancing customer experiences through technological advancements. (39:19) - Patrick O’Shaughnessy is the CEO of Positive Sum, founder of Colossus, and host of the popular investing podcast Invest Like the Best. He’s known for exploring ideas at the intersection of business, technology, and investing, often highlighting innovative companies and investment strategies. (46:27) - Simon Eskildsen, formerly Shopify's Director of Production Engineering, co-founded TurboPuffer, a company specializing in efficient search engines for large-scale data. In the conversation, he reflects on his eight-year tenure at Shopify, emphasizing the critical role of infrastructure in e-commerce and the lessons learned from managing high-stakes systems. Eskildsen also discusses the challenges of integrating AI into commerce, the importance of efficient search capabilities, and the evolving landscape of AI infrastructure and energy consumption. (01:02:22) - 𝕏 Timeline Reactions w/ Simon Eskildsen (01:32:29) - Zach Abrams, co-founder of Bridge—a stablecoin payment network acquired by Stripe for $1.1 billion—discusses the launch of Open Issuance, a platform enabling rapid creation of customized stablecoins. He envisions a future where numerous entities, including banks and fintechs, issue their own stablecoins, enhancing financial services and user experiences. Abrams also reflects on the challenges faced during Bridge's early days, navigating industry upheavals and the collapse of key banking partners, emphasizing the resilience required to succeed in the evolving stablecoin landscape. (01:42:39) - Andrew Feldman, co-founder and CEO of Cerebras Systems, announced the completion of a $1.1 billion funding round, emphasizing the company's development of AI infrastructure that significantly outperforms traditional GPUs in both inference and training tasks. He highlighted the rapid evolution of AI from novelty to productivity, underscoring the necessity for speed in AI applications and the transformative potential of faster infrastructure on industries, drawing parallels to how increased internet speeds enabled Netflix's shift from DVD rentals to a major movie studio. (01:49:52) - Brandon Millman, co-founder and CEO of Phantom, discusses the launch of two new products: Cash, a stablecoin developed in partnership with Bridge and Stripe, and Phantom Cash, an in-app experience utilizing the Cash stablecoin to enhance daily financial activities. He explains that while initial adoption is expected from existing crypto users seeking everyday utility, the goal is to attract a broader audience over time. Millman also highlights the strategic decision to create a stablecoin that balances compatibility and rewards, aiming to provide a middle-ground solution for companies without the resources to develop their own stablecoins. (01:57:25) - 𝕏 Timeline Reactions (02:27:16) - Stanley Tang, co-founder of DoorDash and head of DoorDash Labs, discusses the launch of "Dot," the company's first autonomous delivery robot designed for suburban areas. Dot is purpose-built for local deliveries, capable of carrying up to 30 pounds and reaching speeds of 20 miles per hour, operating on bike lanes, roads, and sidewalks. Tang emphasizes that Dot is part of DoorDash's broader vision to create a multimodal delivery fleet, integrating various autonomous technologies to meet diverse delivery needs. (02:40:06) - Alex Albert, Head of Developer Relations at Anthropic, discusses the recent launch of Claude Sonnet 4.5, highlighting its superior coding capabilities and enhanced performance across various tasks. He shares positive feedback from developers, noting significant improvements and increased usage. Additionally, Alex announces a community contest encouraging innovative applications of Claude Sonnet 4.5, offering prizes such as a free max plan for a year and $1,000 in API credits. (02:49:02) - Arthur Querou, CEO and co-founder of Vibe, a streaming TV ad platform, discusses how Vibe simplifies TV advertising for small and medium-sized businesses by offering a self-service platform that allows users to easily select channels, target audiences, and measure ad performance. He highlights the advantages of connected TV (CTV) advertising, such as its targetability, measurability, and reach comparable to platforms like Instagram, making it an effective acquisition channel for marketers. Querou also shares that Vibe has raised $50 mi

(01:27) - Meta AI App Community Reactions (19:45) - 𝕏 Timeline Reactions (35:22) - Stargate Project Reactions (40:33) - Claude Sonnet 4.5 Reactions (43:54) - Mike Krieger, co-founder and former CTO of Instagram, is now the Chief Product Officer at Anthropic, an AI company based in San Francisco. In the conversation, he discusses the evolution of AI models, emphasizing the importance of balancing eagerness and laziness in AI responses to enhance user experience. He also highlights the significance of AI's ability to maintain coherence over extended tasks, noting that longer task consistency builds user trust and enables more complex applications. (01:16:08) - 𝕏 Timeline Reactions (01:29:04) - Dylan Field, co-founder and CEO of Figma, discusses the integration of AI into design workflows, emphasizing its potential to enhance designers' capabilities by automating routine tasks and enabling more creative exploration. He highlights the importance of balancing AI assistance with human creativity, ensuring that AI serves as a tool to augment rather than replace the designer's role. Field also reflects on the evolving landscape of design, noting that as AI technologies advance, designers will need to adapt by embracing new tools and methodologies to stay at the forefront of the industry. (01:57:48) - Jeff Weinstein, a product leader at Stripe, discusses the integration of agentic commerce into ChatGPT, enabling users to discover and purchase products directly within the chat interface. He highlights the collaboration between Stripe and OpenAI to develop the Agentic Commerce Protocol, an open standard that allows businesses to make their checkouts compatible with AI agents, facilitating seamless transactions initiated by AI. Weinstein also mentions the introduction of a shared payment token API, which enables secure processing of agentic payments across different payment processors. (02:07:45) - Adam Draper, a fourth-generation venture capitalist and co-founder of Boost VC, discusses the firm's recent $87 million fundraising success , highlighting their commitment to investing in pioneering deep tech startups. He shares his personal experience of flying a jetpack, emphasizing Boost VC's dedication to turning science fiction concepts into reality. Draper also outlines the commercialization strategies for jetpack technology, including defense applications like boarding ships and search-and-rescue missions, and expresses enthusiasm for emerging sectors such as biotechnology and health tech. (02:15:49) - James Hawkins, co-founder and co-CEO of PostHog, discusses the company's recent $1.4 million Series E funding round and their developer-focused analytics tools designed to help businesses build better products. He emphasizes PostHog's strategy of offering a wide range of integrated tools to provide a comprehensive view of customer data, differentiating them from competitors. Hawkins also highlights the company's approach to product development, which involves small, autonomous teams working on multiple products simultaneously, fostering rapid iteration and responsiveness to customer needs. (02:24:45) - Erik Bernhardsson, founder and CEO of Modal Labs, discusses how his company provides infrastructure tailored for AI applications, addressing the limitations of traditional tools like Kubernetes and Docker. Modal Labs focuses on serving startups and later-stage companies with a usage-based pricing model, charging per GPU hour. Bernhardsson highlights the inefficiencies in GPU utilization, noting that many companies overcommit resources, and emphasizes Modal's approach of scaling up and down to ensure clients pay only for actual usage. He also shares his perspective on the GPU market, predicting Nvidia's dominance in the near term but expressing optimism about future competition from alternatives like Google's TPUs and AMD. Additionally, he critiques the complexity of CUDA programming and anticipates the development of more user-friendly solutions in the coming years. (02:32:07) - Adam Foroughi, CEO and co-founder of AppLovin, discusses the company's origins in 2012, focusing on providing advertisers with revenue-based pricing models for mobile game advertising. He highlights the challenges faced in securing venture capital funding, noting skepticism about competition from tech giants like Google and Facebook. Foroughi also emphasizes the importance of AI in enhancing advertising effectiveness and the company's commitment to maintaining a lean, high-performing team culture. (03:00:11) - David Senra is the creator of the Founders Podcast, where he delves into the lives and strategies of history's most successful entrepreneurs. In this conversation, he discusses his collaboration with Rob Moore and Andrew Huberman on a new show, emphasizing their shared commitment to quality and innovation. Senra also reflects on his approach to podcasting, highlighting his dedication to delivering concise, impactful content that respects t

(02:11) - Meta AI Vibes Reactions (45:21) - ChatGPT Pulse Reactions (01:12:00) - 𝕏 Timeline Reactions (01:35:06) - Friend OOH Campaign Reactions (01:46:28) - 𝕏 Timeline Reactions (01:52:26) - Roon, an anonymous and influential online poster, discusses the transformative impact of AI tools like Codex and Claude code on software development, emphasizing their potential to significantly enhance productivity and reshape the industry. He also explores the broader implications of AI integration into daily life, touching on topics such as the evolution of user interactions with AI models, the role of open-source AI, and the cultural significance of media like the anime "Evangelion." Additionally, Roon reflects on the dynamics of talent acquisition in the AI sector and the interplay between legal frameworks and innovation in the U.S. economy. (02:30:58) - 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.aiFollow 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

(00:28) - OpenAI Plans to Bring Ads to ChatGPT (25:45) - OpenAI's Trillion-Dollar Buildout (42:57) - 𝕏 Timeline Reactions (01:30:31) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a principal at Founders Fund and co-founder of Varda Space Industries. In the conversation, he discusses the challenges and strategies of transferring industrial processes, like semiconductor manufacturing, to the U.S., highlighting the TSMC Arizona project as an example. He also touches on China's manufacturing capabilities, the importance of co-location in production, and the complexities of reshoring industries to the United States. (02:02:46) - Garrett Langley, founder and CEO of Flock Safety, discusses the company's mission to eliminate crime through innovative technology, including the deployment of drones to enhance public safety. He highlights the effectiveness of their solutions in assisting law enforcement, noting that Flock Safety's technology has contributed to solving approximately 10% of reported crimes in the U.S. Langley also emphasizes the importance of community engagement and transparency in implementing these technologies to ensure they serve the public effectively. (02:30:49) - Matan Grinberg, CEO and co-founder of Factory, an AI company specializing in autonomous software development agents, discusses the company's mission to bring autonomy to software engineering through their model-agnostic "droids," which have achieved top rankings in the Terminal Bench benchmark. He emphasizes the importance of addressing the entire software development lifecycle, including tasks like code review, documentation, and testing, to prevent bottlenecks and enhance overall efficiency. Additionally, Grinberg announces a $50 million funding round from NEA, JP Morgan, and Nvidia, highlighting the company's growth and commitment to advancing AI-driven software development solutions. (02:40:54) - Francis Pedraza, founder and chairman of Invisible Technologies, discusses the company's recent $100 million fundraising and its profitable scaling to $134 million in revenue last year. He highlights Invisible's unique approach of building custom AI applications for enterprises and governments, contrasting it with traditional SaaS models by offering end-to-end solutions rather than just tools. Pedraza also emphasizes the company's commitment to AI training, noting their ability to hire thousands of experts weekly to enhance model accuracy and performance. (02:50:11) - David Paffenholz, CEO and co-founder of Juicebox (PeopleGPT), discusses how his company leverages AI to enhance recruitment by identifying hard-to-find talent through large language models that analyze diverse data sources. He emphasizes the increasing importance of hiring the right talent in an AI-driven world, noting that as AI amplifies individual productivity, securing top-tier professionals becomes crucial. Paffenholz also highlights Juicebox's flexible pricing models, including per-seat SaaS subscriptions and usage-based fees, with aspirations to move towards outcome-based pricing in the future. (02:59:23) - 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.aiFollow 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) - Peter Thiel Gets Apocalyptic (13:55) - The Myth of AI Millions (49:20) - 𝕏 Timeline Reactions (54:34) - Bret Taylor, co-founder of Sierra and chairman of OpenAI's board, discusses how Sierra's AI agents are transforming customer service by autonomously handling tasks like answering calls and managing complex processes, thereby reducing costs and enhancing customer experiences. He emphasizes the importance of aligning AI solutions with business outcomes, advocating for outcome-based pricing models where clients pay for successfully completed tasks, ensuring that Sierra's services directly contribute to measurable business improvements. Taylor also highlights the challenges incumbent software companies face in adapting to AI advancements, noting that transitioning both technology and business models is complex, and that startups like Sierra have the advantage of agility and focus in this rapidly evolving landscape. (01:31:07) - Joe Lonsdale is a serial entrepreneur and venture capitalist, known for co-founding Palantir Technologies and serving as managing partner at 8VC. In the conversation, he discusses the rapid growth and high valuations in the AI sector, emphasizing the importance of investing in top talent and innovative ideas. He also highlights the potential of AI to transform various industries, including healthcare and construction, and shares insights on the evolving startup landscape in Texas. (01:59:04) - 𝕏 Timeline Reactions (02:07:16) - Jim Cramer's Daily Ritual (02:11:50) - VCs Scramble For AI Darlings (02:22:27) - 𝕏 Timeline Reactions (02:26:59) - Riley Walz, a 23-year-old software engineer, discusses his creation of "Find My Parking Cops," an app that used publicly available data to track San Francisco parking enforcement officers in real time, allowing users to see their locations and ticketing activity. He explains how he identified predictable patterns in ticket ID numbers to scrape this data, leading to the app's rapid viral success. However, within four hours of its launch, the city altered its website to block data access, effectively disabling the app. (02:43:20) - 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.aiFollow 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

(01:18) - NVIDIA Invests $100B in OpenAI (33:51) - 𝕏 Timeline Reactions (50:53) - Edward Woodford, co-founder and CEO of Zero Hash, discusses the company's recent $104 million Series D2 funding round led by Interactive Brokers, with participation from Morgan Stanley, SoFi, and Apollo Global Management, elevating Zero Hash to unicorn status. He highlights the significance of these strategic investors, many entering the crypto space for the first time, as a testament to the maturity of the crypto and stablecoin landscape. Woodford also emphasizes Zero Hash's role in powering Interactive Brokers' crypto product and mentions upcoming collaborations with Morgan Stanley and SoFi to integrate crypto trading and stablecoin functionalities into their platforms. (01:00:40) - Carriednointerest, a prominent anonymous poster, discusses the impact of artificial intelligence (AI) on private equity (PE) software roll-ups, highlighting the shift from growth-at-all-costs strategies to a focus on operational efficiency and value creation. He emphasizes that AI's ability to streamline operations and enhance customer interactions necessitates that PE firms adapt by integrating AI-driven efficiencies to maintain competitive advantages. Additionally, he notes that while AI presents opportunities for cost reduction and improved service delivery, it also poses challenges, such as the potential for increased competition and the need for firms to reassess their investment strategies in light of technological advancements. (01:22:39) - Secrets of Roblox Exposed (01:54:02) - Ryan Anderson, CEO and founder of Filevine, a leading legal work platform, discusses the company's recent $400 million Series E funding round, emphasizing its significance in the legal tech industry. He shares his journey from practicing law to establishing Filevine in 2015, driven by the need for better task management solutions in legal practice. Anderson also highlights the integration of AI into Filevine's platform, enhancing efficiency and client service for legal professionals. (02:09:24) - Katherine Boyle, a General Partner at Andreessen Horowitz and co-founder of its American Dynamism practice, discusses the launch of dynamic tech defense reform aimed at overhauling defense procurement processes to better integrate emerging technologies. She highlights the bipartisan consensus in Washington on the necessity of these reforms, emphasizing the removal of past performance requirements to level the playing field for startups. Boyle also underscores the importance of rebuilding American manufacturing capabilities, particularly in defense and aerospace sectors, to maintain a competitive edge against global adversaries. (02:27:23) - Ash Egan, founder and General Partner of Archetype, a New York-based venture capital firm, has been investing in the crypto space for over a decade. In the conversation, he discusses his early interest in Ethereum and smart contracts, his investment in Chainalysis, and the evolution of meme coins and decentralized autonomous trusts (DATs). He also highlights the growing institutional appetite for crypto and the importance of community-driven infrastructure in the sector. (02:38:02) - Mahyar Raissi, co-founder and CEO of OpenPhone, discusses the company's rebranding from Kuo to OpenPhone, emphasizing the need for businesses to efficiently manage communications to prevent revenue loss. He highlights the platform's evolution from a simple phone app to a comprehensive, AI-enhanced communication tool tailored for small to medium-sized businesses. Raissi also shares that OpenPhone has raised approximately $105 million in funding, with significant contributions from General Catalyst Fund, to support their rapid growth and customer acquisition strategies. (02:47:06) - Nick Gomez, founder and CEO of Inkeep, discusses his company's recent $13 million seed funding aimed at developing AI assistants for technical companies like Anthropic and Midjourney. He highlights the challenges faced by engineering and support teams in creating and managing these assistants, emphasizing the need for tools that cater to both technical and non-technical users. To address this, Inkeep has launched a no-code plus code visual builder and TypeScript SDK, enabling teams to build AI agents that are accessible to support teams while offering a robust developer experience for engineers. (02:55:36) - Lorenz Meier, CEO and Co-Founder of Auterion, is renowned for creating the PX4 autopilot system, an open-source platform that has become a standard in the drone industry. In the conversation, he discusses Auterion's development of a common operating system for drones, enabling interoperability across various manufacturers and enhancing autonomy on the edge. He emphasizes the importance of deploying AI applications on a unified OS to achieve supremacy in autonomous systems, highlighting the company's commitment to building the "brains" behind drones rather than the hardware it

(01:21) - Inside ChatGPT’s Everyday Uses (35:28) - 𝕏 Timeline Reactions (58:21) - John Shahidi is an Iranian-American entrepreneur and content/media executive based in Newport Beach, California. He co-founded Shots Studios (formerly Rock Software / RockLive) with his brother Sam Shahidi, originally doing mobile games and celebrity apps before shifting into talent management, content production, and podcasting. He also serves as President of Happy Dad Hard Seltzer & Tea and leads the Shots Podcast Network. He’s known for his ability to pivot from apps to multimedia ventures, working with influencers and creative talent, blending media, marketing, and branding in youth-oriented digital culture. (01:45:43) - 𝕏 Timeline Reactions (02:00:30) - Laura Deming, a venture capitalist and founder of the Longevity Fund, discusses her work at Until Labs, where she aims to develop hibernation pods akin to those in science fiction, with the immediate goal of cryopreserving human organs to improve transplant logistics. She highlights the challenges of scaling cryopreservation from embryos to human organs, emphasizing the need to prevent ice formation during the freezing process. Deming also touches on the potential future applications of this technology, including long-term space travel and extending human lifespan by pausing biological processes. (02:27:05) - 𝕏 Timeline Reactions (02:31:17) - Kimbal Musk, an entrepreneur and philanthropist, co-founded The Kitchen Restaurant Group and the nonprofit Big Green, focusing on sustainable food systems and education. In the conversation, he discusses the success of Nova Sky Stories' Vatican show, which attracted 300,000 attendees, and highlights plans for future large-scale drone art performances worldwide. He also emphasizes the importance of expanding their drone fleet to meet growing demand and maintaining a 100% safety record. (02:49:01) - Steven Glinert, CEO of Sphere Semi, announced the company's successful $12 million funding round led by Acme Capital and Future Ventures, bringing their total funding to $20 million. He emphasized Sphere Semi's focus on revolutionizing analog semiconductor design through AI, aiming to automate the traditionally manual process and enhance efficiency. Glinert also highlighted the company's strategic expansion into the defense sector, particularly in developing RF components, and plans to venture into mixed-signal chips to meet the growing demands of data centers. (02:57:29) - Ethan Barajas, co-founder and CEO of Icarus Robotics, is leading the development of dexterous, free-flying robots designed to perform routine maintenance and logistics tasks aboard spacecraft, thereby allowing astronauts to focus on scientific research and manufacturing. These robots, which can be controlled from the ground, aim to reduce the high costs associated with astronaut labor, estimated at $135,000 per hour. Icarus Robotics has secured a $6.1 million seed funding round and plans to launch their robots to the International Space Station by late 2026 or early 2027 for a year-long testing phase. (03:06:10) - Austin Petersmith, co-founder and CEO of Howie.ai, discusses the company's recent $6 million seed funding and the launch of their AI-powered scheduling assistant, Howie, which combines advanced models with human oversight to optimize meeting arrangements. He explains the product's pricing tiers—$35 per month for the base version and $145 for the Pro version, which offers white-labeling and advanced preferences—and addresses the challenges of balancing AI automation with human verification to ensure accuracy. Petersmith also shares insights into the competitive landscape, emphasizing the complexities of developing such a product and expressing confidence in Howie.ai's ability to stay ahead by continually enhancing their offerings. 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.aiFollow 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

(01:21) - xAI Unveils Colossus 2 Datacenter (30:20) - Pippa Lamb, a partner at Sweet Capital, discusses the recent U.S. state visit to the UK, highlighting significant tech investments from companies like Microsoft, Google, and Nvidia, and emphasizing the UK's ambition to become an AI superpower. She also provides insights into Prime Minister Keir Starmer's leadership, noting his pragmatic approach and pro-business stance, and touches on the UK's focus on growth, particularly in the tech and R&D sectors, as it seeks to strengthen its position post-Brexit. (47:30) - Johnny Carson's Former Home Lists for $110M (53:56) - 𝕏 Timeline Reactions (01:28:53) - Aaron Slodov, CEO and co-founder of Atomic Industries, is leading efforts to revitalize American manufacturing through advanced technologies. In the conversation, he discusses the company's recent Series A funding, plans to expand manufacturing facilities in Detroit, and the integration of AI and automation to enhance production efficiency. He also highlights the importance of reindustrializing the U.S. to strengthen the industrial base and reduce reliance on foreign manufacturing. (01:46:27) - 𝕏 Timeline Reactions (01:51:40) - Ariana Thacker, founder and CEO of MoldCo, transitioned from venture capital to entrepreneurship after her personal battle with mold toxicity. In the conversation, she discusses MoldCo's mission to revolutionize mold-related illness treatment by offering accessible, evidence-based care through virtual platforms, including specialized lab tests and treatments guided by mold-trained clinicians. She also highlights the company's recent $8 million funding round, emphasizing the growing awareness and need for effective solutions to mold exposure and its health impacts. (02:01:57) - Will Hurd, a former CIA officer and U.S. Representative for Texas's 23rd district, is now the Chief Strategy Officer at Chaos Industries, a defense technology company. In the conversation, he discusses his journey from studying computer science at Texas A&M University to serving in the CIA, where he was stationed in India, Pakistan, and Afghanistan, and later transitioning into politics due to his experiences briefing Congress. He highlights the importance of integrating technological expertise into government to address national security challenges, emphasizing the need for innovation in defense technologies to maintain U.S. superiority. (02:27:53) - Sam Ross, co-founder and CEO of Numeral, a company specializing in automating sales tax compliance for e-commerce and SaaS businesses, discusses Numeral's recent $35 million funding round at a $350 million valuation, following a Series A led by Benchmark earlier this year. He highlights the challenges of sales tax compliance faced during his time running a vitamin gummy e-commerce business, which led to the creation of Numeral to simplify this process. Ross also touches on the impact of AI on business models, noting that while AI is central to current fundraising efforts, it has led to increased operational costs, such as higher AWS bills, though he remains optimistic about future efficiencies. (02:48:04) - 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.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.aiFollow 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) - Meta Connect Reactions (05:25) - The Timeline Reacts to Meta Connect (40:13) - 𝕏 Timeline Reactions (47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion investment in the UK over the next five years, including the creation of 350 new jobs and establishing London as the European defense headquarters. Mosley emphasizes the UK's unique talent pool and the importance of interoperability among Western allies, drawing lessons from the war in Ukraine. (57:48) - 𝕏 Timeline Reactions (01:14:46) - Brendan Foody, CEO and co-founder of Mercor, discusses the company's rapid growth from a $1 million to a $500 million revenue run rate in 17 months, attributing this success to their AI-driven platform that connects specialized global talent with AI development opportunities. He highlights the shift in AI model evaluation from academic benchmarks to professional domains, emphasizing the need for human-defined success criteria to train models effectively. Foody also touches on the importance of staying at the frontier of AI advancements and the challenges of predicting future demand in a rapidly evolving industry. (01:31:08) - Darren Mowry, Managing Director for North America at Google Cloud, discusses the rapid evolution of AI and its impact on startups, highlighting the increased demand for AI infrastructure and the swift consumption of Google Cloud credits by startups. He emphasizes Google's commitment to supporting these startups through advanced AI models like Gemini and partnerships with companies such as Anthropic and Meta, enabling seamless integration and innovation. Mowry also notes the significance of Google's AI Builders Summit, bringing together founders and builders to explore AI's transformative role across various industries. (01:38:14) - Kayvon Beykpour, co-founder of Periscope and former Twitter product leader, discusses the evolution of Periscope from its initial concept as "Bounty," a platform for requesting photos from specific locations, to its transformation into a live video streaming service. He highlights the challenges of building a live-focused social network and emphasizes the importance of integrating live streaming features into existing platforms. Beykpour also introduces his new venture, Macroscope, an AI-powered tool designed to help developers and product managers understand codebases, track changes, and identify bugs, aiming to enhance productivity and reduce time spent in meetings. (02:02:37) - Mukund Jha, co-founder and CEO of Emergent, discusses the company's AI-powered platform that enables non-technical users to transform ideas into fully functional, production-ready applications. Since its launch three months ago, Emergent has attracted over a million users who have built more than 1.5 million apps, with a significant portion being monetizable. Jha highlights the platform's unique ability to support web, mobile, and backend development in one integrated system, catering to a diverse user base from business owners digitizing their operations to entrepreneurs launching startups. (02:08:57) - 𝕏 Timeline Reactions (02:19:23) - Noah Löfquist discusses his work on developing computer use agents—software designed to automate tasks by training foundation models to operate computers like humans. He emphasizes the importance of high-quality data, noting that much of it can be synthetically generated, and highlights the initial focus on automating monotonous tasks such as managing emails and scheduling. Lfquist envisions a future where these agents seamlessly integrate structured outputs and APIs to efficiently perform a wide range of computer-based activities. (02:24:13) - 𝕏 Timeline Reactions (02:31:24) - Dan Lahav is the co-founder and CEO of Irregular, an AI security company that recently emerged from stealth with $80 million in funding. In the conversation, Lahav discusses Irregular's mission to collaborate with leading AI labs like OpenAI and Anthropic to proactively identify and mitigate potential security threats posed by advanced AI models. He emphasizes the importance of developing high-fidelity simulations to test AI systems under various scenarios, aiming to build the next generation of defenses ahead of potential attacks. (02:39:58) - Ben Milne, founder and CEO of Brale, has been a fintech innovator for over a decade, previously establishing Dwolla. In the conversation, he discusses Brale's mission to simplify stablecoin creation, reducing the process from a costly, lengthy endeavor to an affordable, rapid one, enabling businesses to launch custom stablecoins efficiently. Milne emphasizes the benefits of stablecoins in reducing costs, generating revenue, and offering customization, while ensuring interoperability across various blockchain platforms. TBPN.com is made possible by: Ramp

(00:00) - Live from Meta Connect (01:26:51) - Chris Cox, Meta's Chief Product Officer, leads the development of core applications like Facebook, Instagram, WhatsApp, Messenger, and Threads, as well as overseeing the company's AI and privacy initiatives. (01:38:16) - Adam Mosseri, the Head of Instagram, discusses the platform's evolution from simple square photos to incorporating videos, stories, and direct messaging, emphasizing the need to adapt to user preferences to remain relevant. (01:45:21) - Connor Hayes discusses Threads' rapid growth, noting it has surpassed 400 million monthly active users, and highlights its global reach. (01:51:31) - Roberto Nickson discusses his enthusiasm for the Meta Ray-Ban smart glasses, highlighting the natural feel of the electromyography band and its potential as a creator tool for capturing behind-the-scenes and point-of-view content. (01:54:01) - Alexandr Wang discusses the rapid establishment of the AI lab, emphasizing Meta's unparalleled resources and talent density, which he believes position the company to achieve superintelligence. (02:01:31) - Andrew Bosworth, Meta's Chief Technology Officer, discusses the company's advancements in augmented reality (AR) and artificial intelligence (AI), highlighting the development of Orion AR glasses and the integration of AI into wearable technology. (02:16:26) - Eva Chen, Meta's Vice President of Fashion Partnerships, discusses the integration of stylish design and advanced technology in products like the Ray-Ban Meta smart glasses, emphasizing their seamless fit into everyday fashion. (02:21:56) - Tiffany Janzen, founder of TiffinTech, discusses her excitement about Meta's product announcements at Meta Connect 2025, particularly the Meta Ray-Ban displays, highlighting their potential to revolutionize content creation by enabling instantaneous capture of organic moments. (02:28:06) - Mark Zuckerberg discusses the future of augmented reality (AR) glasses and their integration with artificial intelligence (AI). (02:39:51) - Alex Himel, Meta's Vice President of Wearables, discusses the company's latest advancements in wearable technology, including the second generation of Ray-Ban Meta glasses with improved battery life, image quality, and an AI mode for the camera. (02:46:51) - Rocco Basilico, Chief Wearables Officer at Luxottica, recounts how his passion for integrating technology with eyewear led him to proposing a collaboration that eventually resulted in the Ray-Ban Meta smart glasses. (02:52:31) - James Cameron discusses his enthusiasm for virtual reality (VR) as a medium for cinematic experiences. (03:00:46) - Vishal Shah, Vice President of the Metaverse at Meta, discusses the company's progress in developing immersive experiences, emphasizing the role of generative AI in enabling users to create virtual environments. 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.ai/Privy - https://privy.ioCognition - https://cognition.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:30) - TBPN in the WSJ (21:13) - "Daddy is very much home" says Elon (01:29:33) - Ishan Mukherjee, co-founder of Pixie Labs and former Senior Vice President of Growth at New Relic, discusses the launch of Rocks2GA, achieving $25 million in revenue, and securing major clients like Saudi Aramco. He highlights their focus on delivering ROI within 90 days through agent-based pricing and full-service deployment, differentiating from competitors like Salesforce. Mukherjee also emphasizes their lean team structure, with 25 engineers and 10 field and sales personnel, enabling rapid product development and customer integration. (01:37:00) - Tony Holdstock, co-founder and CEO of Ingest, discusses the company's recent $21 million Series A funding round led by Altimeter Capital, with continued investment from Andreessen Horowitz. He explains that Ingest offers an asynchronous execution platform enabling developers to build durable workflows as step functions, simplifying infrastructure management. Holdstock highlights the platform's applications in AI and AI agents, emphasizing its role in accelerating product iteration by abstracting complex infrastructure tasks. (01:47:20) - Tomer London, co-founder and Chief Product Officer of Gusto, leads the development and execution of the company's product vision, focusing on modernizing payroll, benefits, and compliance for small businesses. In the conversation, he discusses Gusto's new features aimed at improving cash flow for small businesses, including faster payroll processing options like next-day, same-day, and instant payroll, as well as a partnership with Paraffin to offer Payroll Bridge, a solution to help businesses meet payroll even when funds are short. He emphasizes the importance of addressing cash flow challenges to alleviate the stress small business owners face when they can't meet payroll obligations. (02:05:05) - Andrei Serban is the Founder and CEO of Console, a company that automates IT support using AI agents. In the conversation, he discusses Console's recent $23 million Series A funding led by DST Global and Thrive Capital, and explains how their AI agents integrate with organizational systems to handle tasks like password resets and access requests directly within Slack, aiming to reduce the support. (02:17:40) - Andrew Yang, an entrepreneur and former 2020 Democratic presidential candidate, is known for advocating Universal Basic Income (UBI) to address job displacement due to automation. In the conversation, he discusses his new venture, Noble Mobile, a mobile service provider aiming to reduce costs for consumers by offering unlimited data plans with potential cash-back incentives for lower usage, and highlights the ease of switching carriers using eSIM technology. (02:36:30) - Tim Higgins, a business columnist at The Wall Street Journal and former Apple beat reporter, discusses his new book, "I Wore," which explores Apple's dominance in the digital world and the challenges posed by rivals like Epic Games and Spotify. He highlights the ongoing debates over Apple's App Store policies, including the 15-30% commission, and the broader implications of antitrust scrutiny on the company's future innovations, particularly in AI. Higgins also notes the potential distractions these legal battles pose for Apple, drawing parallels to Microsoft's past antitrust issues. (02:52:40) - Alexander Embiricos, the product lead for OpenAI's Codex, discusses the recent launch of a new Codex model, highlighting its integration across various coding environments and its evolution into an AI teammate capable of independent task execution. He emphasizes the model's adaptability in dynamically adjusting response times based on query complexity and notes a significant increase in usage due to continuous improvements. Embiricos also addresses the importance of prompt engineering and the challenges in steering AI agents effectively. 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.ai/Privy - privy.ioFollow 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

(00:42) - Google Gemini Strikes Back (01:59) - TBPN in the WSJ (04:31) - Google Gemini's Comeback Breakdown (36:15) - China Hits NVIDIA on Antitrust (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversation, he discusses China's antitrust investigation into Nvidia, highlighting the potential for significant fines and the strategic timing of the probe amid U.S.-China trade negotiations. He also examines the complexities surrounding TikTok's operations in the U.S., emphasizing the legal challenges and geopolitical considerations influencing the platform's future. (01:01:16) - Timeline Reactions (02:30:22) - Pete Shadbolt, co-founder and Chief Scientific Officer of PsiQuantum, a quantum computing company based in the Bay Area, discusses the company's journey from academic research to securing a $1 billion funding round aimed at building large-scale quantum computers. He highlights their focus on developing a million-qubit system by leveraging semiconductor manufacturing, partnerships with entities like GlobalFoundries, and collaborations with governments in Australia and the U.S. to establish quantum computing facilities. Shadbolt emphasizes the strategic importance of quantum computing, its potential applications in fields like chemistry and materials science, and the necessity of substantial investment and innovation to overcome technical challenges and achieve practical, error-corrected quantum systems. (02:44:43) - Sadi Khan, co-founder and CEO of Aven, discusses the company's innovative home equity-backed credit card, which offers homeowners the ability to secure lower interest rates and earn 2% unlimited cash back on all transactions. By streamlining the traditionally lengthy HELOC process to just 15 minutes through advanced automation, including remote wet signatures executed by robotic arms, Aven provides a seamless and efficient borrowing experience. Khan also highlights the company's recent Series E funding and emphasizes Aven's commitment to offering the lowest cost of capital to consumers, regardless of fluctuating interest rate environments. (02:51:41) - Lukas Czinger, Vice President of Operations, Automation, and Manufacturing at Divergent 3D, discusses the company's recent $290 million Series E funding round, which will enable the expansion of their Los Angeles campus and the establishment of new facilities across the U.S. He emphasizes the strategic importance of locating these facilities near key defense and automotive clients to enhance collaboration and logistics. Additionally, Czinger highlights the versatility of Divergent's digital manufacturing platform, capable of seamlessly producing diverse products without downtime, and shares updates on the Czinger 21C hypercar, noting multiple deliveries in the U.S. and Europe, with plans for future variants and models. (03:00:54) - Kyle Samani, co-founder and managing partner of Multicoin Capital, a leading cryptocurrency investment firm, discusses raising $1.65 billion in two weeks for Ford Industries, aiming to establish it as a top digital asset treasury company with aspirations of becoming a $50 billion publicly traded entity. He highlights the strategic team collaboration with Jump and Galaxy, emphasizes opportunities in mergers and acquisitions, and outlines plans to leverage capital market structures to enhance shareholder value. (03:11:47) - 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.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:03) - Declining AI Adoption (16:03) - YC Demo Day (36:53) - Peter Tuchman (Einstein of Wall Street) (45:45) - Apple Debuts iPhone 17 (01:08:39) - How to think about the $300B OpenAI-Oracle 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.AI - fal.aiFollow 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

(00:20) - Timeline Reactions (02:39) - OpenAI & Microsoft's For-Profit Restructure (19:07) - Anthropic CEO Weighs in on Future of AI (22:35) - GPT-5 Data Analysis (25:04) - Timeline Reactions (01:00:34) - AI Startup Founder's Winning Formula (01:31:41) - Timeline Reactions (01:40:02) - WSJ Mansion Section (01:56:10) - 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.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In his conversation, he discusses his excitement about joining Lightspeed, emphasizing the firm's comprehensive support for companies from seed stage through IPO and beyond. He also highlights plans to enhance Lightspeed's media presence through platforms like TikTok and Instagram, aiming to authentically share founders' stories and differentiate the firm's brand in the venture capital landscape. (01:30:44) - Nico Rosberg, a German-Finnish former racing driver, won the 2016 Formula One World Championship with Mercedes before retiring days later. He discusses his transition from racing to venture capital, founding Rosberg Ventures to invest in top-tier VC funds and bridge European corporates with innovative U.S. startups. Rosberg also highlights the challenges European car manufacturers face in adopting new technologies and the rapid advancements of Chinese electric vehicle companies. (02:01:02) - Nir Zicherman, CEO and co-founder of Oboe, previously co-founded Anchor and served as VP of Audiobooks at Spotify. In the conversation, he introduces Oboe as an AI-driven platform designed to create personalized, multimodal courses on any topic, aiming to make learning more accessible and engaging. Zicherman emphasizes the importance of multimodal learning experiences, including text, audio, and interactive elements, to cater to diverse learning preferences. (02:09:42) - Amjad Masad, CEO of Replit, discusses the company's recent $250 million funding round at a $3 billion valuation, highlighting the launch of Agent 3, an autonomous AI tool designed to test, fix code, and build custom workflows. He emphasizes Replit's mission to democratize software development, enabling individuals without coding experience to create applications through natural language interactions. Masad also envisions a future where AI agents can autonomously develop software, reducing the need for traditional coding and expanding access to software creation across various professions. (02:26:39) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is an entrepreneur specializing in consumer generative AI products, with a background that includes leading AI initiatives at Snap Inc. He discusses Higgsfield's recent $50 million fundraising, the company's support for social media-native creators, and the rapid growth of their AI-generated content, which has surpassed 1.3 billion views in just five months. Additionally, he highlights the launch of Higgsfield Ventures to support the next wave of AI startups and shares insights into the future of AI-driven content creation, predicting that in three years, every second video will be AI-generated, with Higgsfield playing a significant role in this transformation. (02:35:10) - Stefan Cohen, a Partner at Bain Capital Crypto, has been leading the firm's crypto investments since 2016, focusing on areas like layer 1 infrastructure, scaling solutions, DeFi, and privacy. In the conversation, he discusses the firm's flexible investment strategy, which includes both liquid tokens and early-stage projects, emphasizing long-term positions over active trading. He also highlights the importance of supporting founders with unconventional ideas, noting that many successful companies start with concepts that are initially hard to believe. (02:47:10) - Rohan Kodialam, co-founder and CEO of Sphinx, discusses how his company is developing AI copilots to transform raw data into actionable business insights, particularly focusing on tabular and time-series data that traditional large language models struggle with. He highlights their initial work with hedge funds, providing tools for quantitative analysts to extract valuable insights from data more efficiently. Kodialam also touches on Sphinx's go-to-market strategy, which includes both enterprise sales and a bottom-up approach targeting data scientists frustrated with existing tools, and emphasizes their focus on building transformative solutions over immediate monetization. (02:52:49) - Timothy Luchini, CEO of Intramotev Autonomous Rail, discusses the development of battery-electric autonomous railcars designed to enhance the efficiency and flexibility of freight transportation. By equipping individual railcars with self-propulsion capabilities, these vehicles can operate independently or integrate into traditional long trains, facilitating more frequent and adaptable freight movements. This innovation aims to reduce idle times, lower greenhouse gas emissions, and make rail transport more competitive with trucking by offering faster and more flexible delivery options. (03:01:26) - Marc Boroditsky, Chief Revenue Officer at Neb

(00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many products they use daily are from publicly traded companies, suggesting they consider buying shares instead of just the products. This engagement significantly boosted his social media following, increasing from 260,000 to over 419,000, with some posts garnering 40 million views. (17:44) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, a Swedish fintech company, discusses the company's journey from its inception to its recent IPO, highlighting the challenges faced, including early cash flow issues and the strategic shift towards consumer services. He emphasizes the importance of global expansion, particularly in the U.S. market, and the role of AI in enhancing operational efficiency and customer experience. Siemiatkowski also reflects on the significance of building transparent financial products that cater to consumers seeking alternatives to traditional credit cards. (41:44) - David Sandström, Chief Marketing Officer at Klarna, discusses his journey from leading a major Nordic ad agency to transforming Klarna from a traditional B2B financial institution into a vibrant consumer lifestyle brand. He emphasizes the importance of understanding consumer behavior and the psychology behind brand preferences, highlighting the strategic decision to adopt pink branding to differentiate Klarna in the predominantly blue financial sector. Sandström also explores the cultural differences between European and American markets, noting the U.S. consumer's appreciation for marketing and entrepreneurial success, and discusses Klarna's expansion strategies, including the introduction of in-store payment options and a physical card to meet consumer demand. (52:32) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a voice AI research company, recently joined Klarna's board of directors. In his conversation, he discusses how he met Klarna's CEO, Sebastian Siemiatkowski, through a Sequoia event, leading to their collaboration on integrating AI to enhance customer service and internal processes. He emphasizes the importance of using AI to automate routine tasks while leveraging human expertise for complex issues, and highlights the growing European tech ecosystem, particularly in Sweden and Poland, encouraging founders to think globally from the outset. (01:09:26) - Andrew Reed, a Partner at Sequoia Capital since 2014, has been instrumental in investments across various sectors, including fintech and consumer internet. In the conversation, he discusses Sequoia's initial investment in Klarna in 2010, the company's strategic expansion into the U.S. market, and the evolving landscape of the fintech industry, emphasizing the importance of innovation and adaptability in a competitive environment. (01:21:55) - Markus Villig, the Estonian entrepreneur and founder of Bolt, discusses his journey from starting the company at 19 to its expansion into global markets, emphasizing the importance of first establishing a strong home base before scaling internationally. He highlights the similarities between Bolt and Klarna in building two-sided marketplaces, noting the focus on supply-side growth to enhance consumer value. Villig also shares insights on the future of ride-sharing, the impact of self-driving technology, and the role of artificial intelligence in improving operational efficiency. (01:43:05) - Lynn Martin, the 68th president of the New York Stock Exchange (NYSE) and the second woman to lead the exchange, discusses the recent surge in initial public offerings (IPOs), highlighting successful listings like Figma and Klarna, and emphasizes the importance of companies having a clear, deliberate strategy with a path to profitability when going public. She also notes the positive market response to Oracle's recent partnership with OpenAI, which led to a significant increase in Oracle's stock price. Additionally, Martin highlights the launch of NYSE Texas, which has attracted over 50 listed companies and 13 ETFs, attributing its success to Texas's pro-business legislation. 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(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. He also highlights Andrew Dudum of Hims & Hers as an underrated entrepreneur, noting the company's rapid growth and successful public offering. (24:17) - Jerry Qian, co-founder and CEO of Reacher, an AI-powered platform that automates creator marketing workflows for brands, discusses how Reacher helps brands find the right creators, personalize outreach, manage payments, and generate scripts to create viral content. He highlights the emergence of TikTok Shop as a significant social commerce platform and emphasizes the role of AI in enhancing creator marketing. Jerry also shares that Reacher has achieved $137,000 in monthly recurring revenue. (27:52) - Joshua Reeves, CEO and co-founder of Gusto, a company reimagining payroll and HR services for small businesses, discusses his journey from Stanford electrical engineering graduate to entrepreneur, highlighting his experience with Y Combinator's Winter 2012 batch and the early days of Gusto. He shares insights into the company's initial focus on payroll, the importance of using their own product before paying themselves, and the challenges of raising funds during a time when many startups were centered on social and mobile platforms. Reeves also reflects on the significance of customer-centricity, drawing inspiration from Steve Jobs' 2005 Stanford commencement speech, and emphasizes the value of understanding and serving customers to build a successful business. (33:28) - Bruno Koba, co-founder of Gauss, introduces their AI-driven investment analyst designed to assist retail investors in making informed decisions by monitoring markets, filtering noise, and delivering personalized insights. He emphasizes the platform's focus on reducing emotional investment mistakes and catering to thesis-driven investors who lack time for extensive market research. Bruno also shares his background, including roles at Nubank and Monashees, and mentions Gauss's subscription model, charging $19 per month, with plans to transition to a Registered Investment Advisor (RIA) model. (39:24) - Jason Cornelius, co-founder and CEO of Perseus Defense, discusses the development of affordable 16-inch guided missiles designed to counter drone threats. He highlights the limitations of existing counter-UAS solutions, such as electronic warfare and high-cost interceptors, and introduces Perseus Defense's cost-effective alternative, aiming to produce missiles for under $10,000 per unit. Cornelius also shares the company's rapid prototyping progress, including multiple missile iterations and live-fire tests, and mentions engagements with the Department of Defense to advance the technology's deployment. (44:53) - Farhan Khan, co-founder of Meteor and former University of Washington computer science student, discusses their AI-native browser designed to automate repetitive online tasks, positioning it as a superior alternative to Google Chrome. He explains that Meteor employs AI agents to handle activities like scheduling meetings and data entry, aiming to save users significant time. Farhan also shares his entrepreneurial journey, including previous projects and his decision to drop out of college to focus on building Meteor. (48:31) - Wyatt Lansford is the co-founder and CTO of Pally, a platform that consolidates contacts and conversations from various platforms into one place, utilizing on-device AI to maintain user privacy. In the conversation, Haz Hubble, Pally's founder, discusses the platform's functionality, emphasizing its local data processing to ensure privacy, and shares the company's growth metrics, including reaching over 3,500 users and achieving $125,000 in annual recurring revenue within two months of launch. He also recounts his entrepreneurial journey, highlighting his admiration for Richard Branson and an early venture selling FIFA Ultimate Team coins at age 12. (52:10) - Luigi Pederzani is the co-founder and CTO of mcp-use, an open-source toolkit that enables developers to build and deploy AI agents using the Model Context Protocol (MCP). In the conversation, he discusses mcp-use's open-source strategy, its growing GitHub repository with over 7,000 stars, and the company's bottom-up approach to enterprise adoption, similar to Supabase. He also mentions raising $6 million in funding and his previous experience in Zurich working on virtual try-on technology for e-commerce. (56:18) - Dhruv Roongta is a 20-year-old entrepreneur and co-founder of Slashy, an AI agent that integrates with various applications to automate repetitive tasks. In the conversation, he discusses how Slashy connects to tools like calendars, Gmail, and Notion to st

(00:25) - AI Adoption Trending Down for Large Companies (17:57) - OpenAI Backs AI Animated Feature Film (21:31) - Avi Schiffmann, the creator of the AI companion device "Friend," discusses the product's extensive billboard advertising campaign and addresses criticism from a Wired article titled "I Hate My Friend," suggesting that the journalists' negative experiences may reflect their own biases. He emphasizes that Friend is designed to be more than a sycophantic AI, aiming to make users more confident and agentic, and notes that while the device may not appeal to everyone, many users have formed strong attachments, sending thousands of messages daily. Schiffmann also touches on the unique personality of Friend, shaped by years of development, and considers future economic models, including offering "life insurance" for the AI to preserve its memory and personality over time. (34:09) - OpenAI Backs AI Animated Feature Film (cont'd) (46:30) - Timeline (01:10:34) - China's Smart Glasses Domination (01:38:43) - Sunny Madra, an experienced entrepreneur and current COO and President at Groq, has a history of successful exits, including the sales of Autonomic to Ford and Xtreme Labs to Pivotal. In the conversation, he discusses the U.S. President's proactive approach to supporting technologists by addressing issues like export controls and tariffs, emphasizing the administration's commitment to enabling innovation and ensuring America's leadership in AI and technology. (01:52:18) - Scott Wu, CEO and co-founder of Cognition AI, is a renowned competitive programmer and entrepreneur who has led the development of Devin, an autonomous AI software engineer. In the conversation, Wu discusses Cognition's recent $10.2 billion valuation following a funding round led by Founders Fund, the integration of Windsurf's products with Devin to enhance software engineering efficiency, and the company's focus on automating engineering tasks to reduce developer toil. He also addresses concerns about AI-generated code security, emphasizing the importance of existing engineering processes like code reviews, and highlights the potential for AI tools to transform software development by enabling engineers to focus on strategic problem-solving. (02:14:11) - Ara Kharazian is an economist at Ramp, specializing in AI trends, macroeconomic forecasting, labor economics, and business dynamism. In the conversation, he critiques the Census Bureau's AI adoption survey for underestimating usage due to its narrow question framing, highlights Ramp's data indicating a 45% AI adoption rate among U.S. businesses, and discusses the emergence of the 996 work culture in San Francisco, noting increased Saturday work activity among startups. (02:28:58) - Zach Lloyd, founder and CEO of Warp and former lead of the Google Sheets team, discusses the launch of Warp Code, an evolution of the Warp terminal into an agentic development environment that integrates AI agents to assist developers in writing, debugging, and deploying code. He highlights new features such as a built-in file editor, tools for reviewing agent-generated code, and WARP.md files for guiding agent behavior, emphasizing the importance of transparency and control in AI-assisted development. To make the launch memorable, Lloyd delivered the announcement from horseback in a Western-themed setting, aligning with the "Code on Warp" (C.O.W.) branding. (02:36:54) - Alex Cohen, CEO of Hello Patient, a healthcare AI company, discusses the challenges of implementing conversational AI in healthcare, emphasizing the need for specialized solutions that integrate deeply with existing systems to handle complex workflows. He highlights the limitations of generic AI models in healthcare settings and the importance of understanding nuanced clinic operations to improve patient communication and scheduling. Cohen also touches on the balance between deterministic and generative AI approaches, aiming to enhance patient experiences while maintaining reliability and compliance. (02:49:30) - Mati Staniszewski, co-founder and CEO of ElevenLabs, announced a $100 million tender offer at a $6.6 billion valuation, allowing early employees and investors to sell shares. He highlighted the company's rapid growth, reaching $200 million in annual recurring revenue, and emphasized their commitment to providing liquidity to early stakeholders while maintaining a healthy financial position. Staniszewski also discussed ElevenLabs' diverse revenue streams, including a creative platform for content creators and an agents platform for enterprises, both contributing equally to the company's success. (03:03:48) - Daniel Kao, co-founder and CEO of TruckSmarter, discusses the company's recent $16 million fundraising led by Socio Ventures, backed by Cox Enterprises, and the launch of their new product, Dispatch. He highlights TruckSmarter's mission to provide free load boards to truck drivers, addressing the inefficiencies in job sourcing b

(00:00) - Intro (00:05) - Cracks Emerge in Meta's Scale AI Bet (14:19) - Alex Karp (Palantir CEO) (36:57) - USA vs. Google (01:04:37) - Big Numbers: $610M for Browser Company, $1B in ARR at Ramp, $600B in Meta CAPEX, $1T for Tesla's Pay Package 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.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

(01:34) - Timeline (13:35) - Trump's Tech Dinner (22:19) - Tesla's $1T Pay Package (36:25) - OpenAI Mass Producing Chips with Broadcom (45:26) - Ellen in the Mansion Section (53:23) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg's digital brands, co-anchors Bloomberg Television's "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses the recent jobs report, noting that the number was below expectations and highlighting concerns about the labor market's state. He mentions that excluding health care, the economy has been shedding jobs, with manufacturing employment down 78,000 so far this year. Weisenthal also touches on the impact of AI investments on employment, suggesting that while data centers may not add significantly to employment, the promise of AI could lead to job destruction rather than growth. (01:25:15) - 2019 Seal Team 6 Mission Gone Wrong (01:28:46) - Washington Post Now on Substack (01:31:00) - Timeline (01:53:42) - Giorgio Armani Passes Away at 91 (01:59:25) - Jason Droege, a seasoned technology executive and entrepreneur, is the Interim CEO of Scale AI, having previously founded Uber Eats and served as a Venture Partner at Benchmark. In the conversation, Droege discusses his extensive experience in the tech industry, including his role in launching and scaling Uber Eats to a $20 billion annual gross merchandise volume, and his current focus on expanding Scale AI's applications and services business to deliver customized AI solutions for enterprises and governments. (02:23:05) - Dave Marra, CEO of Rivet Industries, discusses the company's mission to serve the half-billion workers in the Western world who are underserved by big tech, focusing on those in demanding environments like flight lines, factories, and battlefields. He highlights Rivet's recent $195 million contract with the U.S. Army to develop next-generation soldier mission command systems, emphasizing the importance of comfort, ruggedization, compliance, and utility in their products. Marra also notes that advancements in technology have now made it feasible to create such devices, which were not possible five years ago, and underscores the significance of dual-use applications for both military and commercial markets. (02:37:15) - Mert Mumtaz, co-founder and CEO of Helius—a developer platform for the Solana blockchain—discusses the launch of Tempo, a new Layer 1 blockchain focused on payments, developed by Stripe and Paradigm. He highlights the controversies surrounding Tempo, including its positioning as an L1 rather than an L2, and the challenges of maintaining a payments-only chain in a permissionless environment. Mumtaz also addresses the potential for Tempo to become permissionless in the future and the implications of such a transition. (02:53:49) - Harish Abbott, co-founder and CEO of Augment, announced the company's $85 million Series A funding round, led by Redpoint Ventures, to enhance their AI logistics assistant, Augie. He discussed Augie's role in automating tasks like quoting, dispatching, tracking, and billing, aiming to streamline operations in the fragmented $900 billion freight industry. Abbott also reflected on lessons from his previous venture, Deliverr, emphasizing the importance of customer focus and operational efficiency in scaling Augment's solutions. (02:59:58) - Tuhin Srivastava, CEO of BaseTen, an AI infrastructure company, announced the company's recent $150 million funding round. He discussed BaseTen's focus on simplifying AI inference for businesses by managing the complexities of deploying and scaling machine learning models, allowing companies to concentrate on their unique applications. Srivastava also highlighted the company's rapid growth, expanding from 30 to 104 employees in the past year, and emphasized the importance of speed and efficiency in the competitive AI landscape. (03:07:02) - Cecilia Ziniti is a seasoned technology and legal executive with over 20 years of experience, including roles as the founding lawyer for Amazon's Alexa and General Counsel for Replit. In the conversation, she discusses Anthropic's $1.5 billion settlement with authors over AI copyright infringement, highlighting that the agreement addresses past unauthorized use of pirated works for training their AI model, Claude, and noting that authors will receive compensation of at least $3,000 per work. 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://re

(10:15) - Alex Karp, co-founder and CEO of Palantir Technologies, discusses the company's significant growth, highlighting a 93% increase in U.S. operations and a 94% Rule of 40 score, attributing success to their unique approach of charging clients based on value creation. He emphasizes the importance of aligning software costs with the value delivered, contrasting Palantir's model with traditional software businesses that often rely on client dependency. Karp also underscores the critical role of integrating large language models with high-fidelity data to enhance business operations, advocating for transparency and efficiency in enterprise software solutions. (33:44) - Ben Harvatine, an engineer by training and entrepreneur, currently serves as an Account Strategist and Supply Chain Lead at Palantir Technologies. In the conversation, he discusses his unconventional path to Palantir, highlighting his background in mechanical engineering and architecture, and his experiences at Anheuser-Busch and hardware startups. He also showcases a 3D-printed robot arm demo, illustrating Palantir's efforts to integrate data solutions with physical hardware on factory floors, emphasizing the importance of bringing the right data to the right person at the right time to enhance decision-making processes. (43:17) - Danny Lutkus, a commercial lead for industrials at Palantir Technologies, has been with the company for over 12 years, focusing on business development in the Midwest. He discusses his transition from government projects to commercial sectors, emphasizing his work with major manufacturers like Johnson Controls and Eaton to optimize supply chains and manufacturing processes using Palantir's AI solutions. Lutkus highlights the importance of integrating AI to rapidly identify and implement solutions, reducing the traditional reliance on lengthy strategy consulting processes. (01:04:11) - Jonathan Webb, Co-founder and CEO of The Nuclear Company, is leading efforts to modernize nuclear power plant deployment in the U.S. He emphasizes the need for efficient, on-time, and on-budget construction of nuclear reactors to meet increasing energy demands and counter China's rapid nuclear expansion. Webb highlights the importance of integrating advanced technologies and fostering collaboration with regulators to streamline the construction process and ensure safety. (01:20:21) - Nancy Cable is the Senior Director of Manufacturing at Ursa Major, an aerospace and defense company specializing in hypersonic rocket technology. In the conversation, she discusses the Hadley engine, a 5,000-pound thrust class engine capable of Mach 5 flight, emphasizing its critical role in defense and the need for rapid deployment of such technologies. She also highlights the partnership with Palantir to streamline manufacturing processes, aiming to scale production from tens to thousands of units annually by integrating data systems and improving operational efficiency. (01:34:48) - Ryan Asdourian, Executive Vice President and Chief Marketing & Strategy Officer at Lumen Technologies, discusses how Lumen is modernizing telecommunications by enhancing fiber infrastructure to support AI and multi-cloud environments. He highlights the increasing demand for high-capacity, low-latency connectivity, emphasizing Lumen's role in providing scalable, cloud-ready network solutions that empower enterprises to leverage new technologies and gain a competitive edge. (01:45:43) - David Glazer, Palantir Technologies' Chief Financial Officer and Treasurer since 2020, has been with the company since 2013, holding various leadership roles. In the conversation, he discusses the impact of AI on Fortune 500 companies' gross margins, emphasizing that while costs may rise, the value derived from AI will outweigh these expenses. He also highlights Palantir's significant growth in the U.S. commercial sector, noting a 90% increase in the last quarter, and underscores the company's focus on delivering substantial value to its customers. (01:54:50) - Drew Cukor, Chief Data & Analytics Officer at TWG Global, has a distinguished background in AI, having led initiatives at JPMorgan and the Pentagon's Project Maven. In the conversation, he discusses the challenges of integrating AI into complex organizations, emphasizing the need for a holistic approach that considers people, processes, and technology. He highlights the importance of change management and the necessity for organizations to adapt their mindsets to fully leverage AI's potential. (02:09:57) - Matthew Jacoby, Executive Director of Enterprise Strategic Analytics and Data Science at Racetrac, discusses the company's transformation from intuition-based to data-driven decision-making, emphasizing the role of data in optimizing operations and enhancing customer experience. He highlights the importance of predictive and prescriptive analytics in proactively addressing customer needs and operational challenges. Jacoby a

(01:08) - Google Stock Soars After Antitrust Ruling (22:23) - United States vs. Google White Board Breakdown (32:52) - Ben Thompson Sees Strategic Victory for Google (46:31) - Leadership Turmoil Hits Nestlé (51:33) - Timeline Reactions (01:11:18) - TBPN City Tier List (01:16:47) - Timeline Reactions (01:55:48) - Aparna Chennapragada, Microsoft's Chief Product Officer for AI at Work, has a rich background in product development, including leadership roles at Google and Robinhood. In the conversation, she discusses integrating AI into Microsoft's productivity tools, emphasizing the balance between adding AI features and enhancing user experience. She highlights the importance of meeting users where they are, whether through chat interfaces or embedded AI functionalities, to make work more efficient and intuitive. (02:14:03) - Breaking: Apple Steps Into AI Search Arena (02:22:42) - Timeline Reactions (02:32:03) - Richard Socher, a prominent AI researcher and entrepreneur, is the founder and CEO of You.com, an AI-powered search engine. In the conversation, he discusses You.com's recent $100 million funding round, valuing the company at $1.5 billion, and highlights the platform's rapid growth, now handling over a billion API calls monthly. Socher also addresses the evolving landscape of search, emphasizing the shift towards AI-driven models and the importance of accuracy in search results. (02:42:26) - Pablo Palafox, co-founder and CEO of HappyRobot, discusses the company's recent $44 million Series B funding led by Base10 Partners, with participation from existing investors like Andreessen Horowitz and Y Combinator. He explains that HappyRobot is building AI workers to automate repetitive tasks in the supply chain industry, such as negotiating freight rates, scheduling shipments, and collecting payments, allowing human teams to focus on strategic and higher-value activities. Palafox highlights that their platform integrates with existing enterprise systems and is already in use by over 70 enterprise customers, including industry leaders like DHL and Ryder. (02:48:03) - Will Bryk, co-founder and CEO of Exa, discusses the company's recent $85 million Series B funding round led by Peter Fenton, highlighting Fenton's extensive experience in guiding companies to IPOs and his alignment with Exa's vision. He elaborates on Exa's mission to build a search engine tailored for AI applications, emphasizing the need for AI-specific search infrastructure distinct from traditional human-focused search engines like Google. Bryk also touches on the challenges and strategies involved in developing such a platform, including the acquisition of a GPU cluster to support their research and the importance of training embedding models to enhance search quality. (03:00:32) - Charlie Wu, founder and CEO of Orchard Robotics, discusses the company's recent $22 million Series A funding led by Quiet Capital and Shine Capital, which will accelerate the development of AI-powered camera systems for precision crop management. He shares his personal journey, highlighting his family's background in apple farming and his early interest in robotics, leading to the creation of technology that provides farmers with detailed data on fruit count, size, color, and growth rates. Wu emphasizes the transformative impact of their technology on agriculture, enabling farmers to make informed decisions that enhance yield, reduce labor costs, and promote sustainable farming practices. 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.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

(00:35) - Cracks Form in Meta's Acquisition of Scale AI (23:40) - Tesla's Master Plan 4 (36:08) - Ken Griffin Builds Next-Gen Financial Powerhouse (01:07:45) - Advanced AI Blows Up Startup Bills (01:20:36) - Podcast Gold Rush Rocks Media Industry (01:26:54) - Timeline Reactions (01:37:08) - Andrea Hernández, founder of Snaxshot, discusses the evolution of non-alcoholic beverages, noting the initial rise of NA beers and the subsequent resurgence of alcoholic drinks among Gen Z. She critiques the oversaturation of protein-infused products, expressing concerns about potential health impacts from excessive protein consumption. Additionally, Hernández highlights the commodification of wellness in the food industry, emphasizing the need for transparency and authenticity in product offerings. (01:53:56) - Farooq Malik & Charles YooNaut, co-founders of Rain, a stablecoin-powered card issuing and payments platform, discuss Rain's recent $58 million Series B funding round and its mission to revolutionize global payments by integrating stablecoins into the Visa network. They highlight Rain's role in enabling seamless, cost-effective transactions for businesses worldwide, emphasizing the company's partnerships with major clients like Nuvei and Avalanche. Malik also touches on the evolving landscape of stablecoin regulations and the potential for state-backed tokens, citing Rain's collaboration with Wyoming to make their Frontier token globally usable through Rain's infrastructure. (02:07:57) - Mike Maples, co-founding partner at Floodgate, a venture capital firm known for early investments in companies like Twitter and Twitch, discusses his approach to identifying and supporting "Thunder Lizards"—exceptionally disruptive startups. He emphasizes the importance of engaging with founders in their "builder mode," focusing on those deeply immersed in their ideas before they become mainstream. Maples also highlights the significance of determination and original thinking in founders, sharing anecdotes about early investments in companies like Justin.tv (which evolved into Twitch) and Weebly, illustrating his strategy of backing visionary entrepreneurs at the inception of their journeys. (02:37:43) - Arielle Zuckerberg, the youngest sister of Meta CEO Mark Zuckerberg, is a General Partner at Long Journey Ventures, a venture capital firm focusing on early-stage investments. In the conversation, she discusses the firm's commitment to supporting unconventional startups, highlighting investments in unique ventures like a robotic eyelash extension company. She also emphasizes the importance of investing in non-consensus ideas before they become mainstream, believing that the most significant companies of tomorrow often appear unconventional at their inception. (02:54:39) - 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.aiFollow 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

(00:00) - Intro (00:04) - Intel's Tricky Dance with Trump (50:05) - Taylor Swift Engaged (54:37) - Dr. Drew (Board Certified Internist) (01:25:11) - SpaceX Launch Reactions (01:33:53) - The Labubu Craze 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.aiFollow 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

(00:35) - The Labubu Craze (10:41) - History of Pop Mart w/ Intern Tyler (24:34) - The Economics of Pop Mart (32:09) - Tim Cook on the Future of Apple in 2016 (43:34) - Timeline Reactions (01:05:17) - Breaking News: xAI Sues Ex-Engineer (01:14:31) - SpaceX Launch Reactions (01:17:48) - Timeline Reactions (01:46:43) - Mansion Section Catch Up (01:59:18) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and later founded Affirm, a financial technology company offering "buy now, pay later" services. In the conversation, Levchin discusses Affirm's impressive quarter, highlighting a 43% growth in gross merchandise volume and achieving GAAP profitability. He also emphasizes the company's commitment to providing transparent financial products and reflects on the evolving landscape of consumer lending. (02:32:19) - Jim Belosic, CEO of SendCutSend, a rapid manufacturing company specializing in custom sheet metal parts, discusses the company's growth to 350 employees and nine-figure revenue within seven years. He highlights their unique approach of combining software and manufacturing to efficiently serve both individual hobbyists and large corporations, emphasizing the importance of balancing automation with human expertise. Belosic also shares his commitment to self-funding and scaling the business without venture capital, focusing on continuous improvement and innovation. (02:48:15) - Cadillac Celestiq 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.aiFollow 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