Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

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Okta - https://www.okta.com

Phantom - https://phantom.com/cash

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

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https://www.youtube.com/@TBPNLive

This is our full interview with Alex Epstein, recorded live on TBPN.

We discuss how the Iran conflict and the threat to the Strait of Hormuz could send shockwaves through global oil markets, unpack why roughly 20% of the world?s oil flows through a single chokepoint with no real replacement routes, and debate what governments can actually do in a crisis from strategic petroleum reserves and Saudi spare capacity to scrapping the Jones Act and deepening energy ties with Canada to stabilize the global economy.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. 

Described by The New York Times as ?Silicon Valley?s newest obsession,? TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. 

Sign up for TBPN?s daily newsletter at TBPN.com

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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cisco - https://www.cisco.com

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Restream - https://restream.io

Sentry - https://sentry.io

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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

Sign up for TBPN?s daily newsletter at TBPN.com

(02:43) - Ships in Gulf Declare Themselves Chinese to Dodge Attack (04:32) - Largest Oil Disruption in History Reactions (16:18) - Oil & AI (41:22) - Sundar's New Pay Deal (50:12) - Four Loko For Sale (01:02:01) - Dr. Alex Wissner-Gross, co-founder of Eon Systems, discusses the company's recent achievement in creating the first multi-behavior upload of a fruit fly brain, marking a significant advancement in whole-brain emulation. He explains how Eon integrated existing research, including the FlyWire connectome and NeuroMechFly simulation, to emulate the fruit fly's neural activity and motor functions, resulting in naturalistic behaviors like walking and grooming in a virtual environment. Dr. Alex emphasizes the potential of this work to pave the way for future emulations of more complex brains, such as those of mice and humans, aiming to enable human and non-human minds to operate in the cloud. (01:21:47) - Charles Lamanna, President of Business & Industry Copilot at Microsoft, leads the development of intelligent business applications and low-code platforms with generative AI. In his recent discussion, he introduced Copilot Cowork, an AI assistant that automates tasks across Microsoft 365 apps, integrating Anthropic's Claude model to enhance functionality. He also highlighted the upcoming Microsoft 365 E7 suite, which combines Copilot, Agent 365, and advanced security features to provide a comprehensive AI-powered productivity solution. (01:36:33) - ? Timeline Reactions (01:40:59) - Julien Bek, a partner at Sequoia Capital based in London, began his entrepreneurial journey in high school, building hardware companies before transitioning to software investments. In the conversation, he discusses the impact of AI on software businesses, emphasizing the shift from selling tools to delivering outcomes, and highlights the importance of combining AI's intelligence with human judgment to create defensible, service-oriented companies. He also shares insights on leveraging AI to enhance venture capital workflows, such as automating meeting analyses to improve decision-making and prioritization. (02:01:12) - Eoghan McCabe, co-founder and CEO of Intercom, discusses the company's recent $250 million funding round aimed at expanding their AI-driven customer service platform, FIN, which has achieved nearly $100 million in annual recurring revenue with 8,000 paying customers. He highlights the evolution of FIN from handling basic customer queries to addressing complex problems, emphasizing its ability to provide faster, more accurate, and cost-effective responses compared to human agents. McCabe outlines plans to extend FIN's capabilities across the entire customer lifecycle, transforming it into a comprehensive customer agent that enhances interactions from initial inquiries to post-purchase support. (02:14:34) - Alex Epstein, author of *Fossil Future*, discusses the critical importance of keeping the Strait of Hormuz open, as it facilitates the passage of approximately 20% of the world's oil supply. He emphasizes that any disruption could lead to significantly higher oil prices and global economic instability. Epstein also explores potential strategies to ensure the strait remains accessible, including military action, international alliances, and addressing threats like mines and drones. (02:44:45) - Michelle Volz, founder and managing partner of PAX, a $50 million early-stage venture fund, discusses her transition from Andreessen Horowitz's American Dynamism team to launching her own fund focused on foundational categories. She emphasizes the importance of founders being magnets for capital and talent, especially in sectors requiring significant early investment without immediate proof points. Volz also highlights the need for storytelling in hard tech industries, where traditional software metrics don't apply, and underscores the significance of progress in people, product, and traction to attract investors. (02:58:00) - ? Timeline Reactions

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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cisco - https://www.cisco.com

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Restream - https://restream.io

Sentry - https://sentry.io

Shopify - https://shopify.com/tbpn

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

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Follow TBPN: 

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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

Sign up for TBPN?s daily newsletter at TBPN.com

(00:57) - GPT-5.4 Reviews (19:52) - February Jobs Report (23:17) - Iran Conflict Reshaping Global Capital Flows (29:49) - ? Timeline Reactions (34:14) - U.S. Nationalization: A Short History (52:30) - Dario Apologizes for Leaked Memo (58:45) - WSJ Mansion Section (01:23:32) - Vacheron: Culture Over Volume (01:31:10) - ? Timeline Reactions (01:41:12) - Vincenzo Landino is an entrepreneur, speaker, and host of the Brand Boost Podcast, as well as the co-founder and Creative Director of Aftermarq, a video strategy consultancy specializing in brand storytelling through video and live streaming. He discusses Apple's strategic partnership with Formula 1, highlighting how Apple leverages its extensive ecosystem?including devices like iPhones, iPads, and services such as Apple TV?to enhance the F1 fan experience. Landino also explores the integration of F1 content across Apple's platforms, such as detailed circuit maps in Apple Maps and driver-curated playlists on Apple Music, emphasizing the company's innovative approach to engaging both existing fans and newcomers to the sport. (02:01:30) - Doug DeMuro, an American automotive YouTuber and entrepreneur, is renowned for his in-depth car reviews and as the founder of the online auction platform Cars & Bids. In the conversation, DeMuro discusses Ferrari's upcoming electric vehicle, expressing skepticism about its design and performance, and highlighting the challenges of electric sports cars in the current market. (02:40:21) - Max Hodak, a biomedical engineer and entrepreneur, co-founded Neuralink with Elon Musk in 2016 and served as its president until his departure in 2021. He then founded Science Corp., focusing on developing brain-computer interfaces to restore vision. In the conversation, Hodak discusses the company's retinal prosthesis, a chip implanted in the eye that, in clinical trials, enabled patients with age-related macular degeneration to regain the ability to read and recognize faces after years of blindness. (02:57:23) - ? Timeline Reactions

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ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

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Lambda - https://lambda.ai

Linear - https://linear.app

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https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cisco - https://www.cisco.com

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Restream - https://restream.io

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https://www.youtube.com/@TBPNLive

Sign up for TBPN?s daily newsletter at TBPN.com

(01:30) - Daniel Gross's AGI Trades (47:18) - ? Timeline Reactions (01:03:45) - SpaceX 1.75T IPO (01:14:36) - ? Timeline Reactions (01:20:05) - Mark Gurman, a technology journalist at Bloomberg known for his accurate Apple product predictions, discusses Apple's recent product launches, including the iPhone 17e, iPad Air M4, MacBook Pro with M5 Pro and M5 Max chips, and the MacBook Neo. He highlights the strategic timing of these releases to meet pent-up demand and boost Apple's quarterly performance, noting the MacBook Neo's potential to disrupt the budget laptop market with its $600 price point. Gurman also touches on Apple's AI strategy, mentioning delays in the Gemini-powered Siri rollout and the company's cautious approach to AI hardware, emphasizing the challenges of entering the hardware market and the importance of privacy considerations. (01:44:56) - Dan Primack, business editor at Axios and author of the daily Axios Pro Rata newsletter, discusses the current state of the venture capital (VC) industry, noting that median returns have fallen below major stock indices over the past 25 years, with top-tier funds performing well but a significant influx of capital leading to mediocre returns for many. He highlights the blurring lines within VC, as investments range from early-stage startups to massive funding rounds for established companies, and points out that the traditional reasons for companies to go public?raising capital and providing liquidity?are now often addressed through private markets and secondary transactions, leading many firms to delay or avoid IPOs. Additionally, Primack observes that while some limited partners are reducing their exposure to VC, new sources of capital, including defined contribution plans, are entering the market, potentially exacerbating the disparity between top-performing funds and the rest. (02:13:33) - Max Haot, CEO of Vast, discusses his transition from internet entrepreneurship to leading a space station company aiming to replace the International Space Station (ISS) with the world's first commercial space station, Haven-1, set to launch in Q1 next year. He highlights Vast's proactive approach in building the station ahead of securing contracts, emphasizing the need for a permanent American presence in space to succeed the aging ISS. Haot also mentions the company's recent $500 million funding round, bringing total investments to over $900 million since 2001, and outlines plans to support international space agencies and develop an orbital economy through in-space manufacturing. (02:29:11) - Christian Howell, CEO of Cognito Therapeutics, is a former U.S. Navy officer with over 20 years of experience in the medical device industry. He discusses the company's development of a non-invasive therapy using light and sound stimulation to enhance gamma frequency brain activity, aiming to slow cognitive decline in Alzheimer's patients. Howell highlights the therapy's potential to preserve brain function and structure, emphasizing its accessibility for home use and the company's commitment to addressing the urgent need for effective Alzheimer's treatments. (02:42:44) - Cameron McCord, co-founder and CEO of Nominal, a company specializing in software solutions for hardware testing and operations, announced an $80 million funding round led by Founders Fund, valuing the company at $1 billion. He discussed how Nominal's platform supports hardware engineering teams by providing a unified system for testing and operations, enabling faster and more reliable validation of mission-critical systems. McCord also highlighted the company's rapid growth, including a sevenfold increase in revenue year-over-year and expansion into international markets.

TBPN.com is made possible by:

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ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

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Restream - https://restream.io

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Follow TBPN: 

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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cisco - https://www.cisco.com

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

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(00:57) - New Apple Products (08:53) - How is Apple Unaffected by AI Costs? (34:13) - Sam Altman Defends Pentagon Deal (38:14) - Anthropic's Strategy (45:43) - ? Timeline Reactions (01:01:05) - Dean Ball, a senior fellow at the Foundation for American Innovation and former Senior Policy Advisor for AI at the White House Office of Science and Technology Policy, discusses the complexities of AI regulation, emphasizing the need for balanced, technocratic oversight to prevent extreme outcomes like total decentralization or nationalization. He critiques the government's punitive approach toward companies like Anthropic for contract disputes, advocating instead for modest regulations that allow private AI firms to operate independently while ensuring public oversight. Ball also highlights the importance of maintaining trust in American AI companies internationally by avoiding actions that could erode their perceived independence from the U.S. military. (01:30:17) - Scott Kupor & Jared Isaacman. Scott Kupor is the Managing Partner at Andreessen Horowitz (a16z), where he oversees the firm?s operations and has led investments across enterprise software, fintech, and marketplaces. He is also the author of Secrets of Sand Hill Road, a guide to how venture capital works and how startups raise funding. Jared Isaacman is an entrepreneur, pilot, and commercial astronaut. He founded the payments company Shift4 and later commanded the Inspiration4 mission, the first all-civilian orbital spaceflight. He is also the founder of the Polaris Program, a series of private human spaceflight missions conducted with SpaceX. (01:47:31) - Adam Bry, co-founder and CEO of Skydio, discusses the company's position as the largest U.S. drone manufacturer, emphasizing their focus on AI and autonomy since its inception in 2014. He highlights the transformative role of autonomous drones in law enforcement, particularly through the "drone as first responder" program, which has led to significant reductions in crime rates in cities like San Francisco. Bry also addresses the importance of transparency in drone usage, advocating for public awareness and accountability to ensure responsible deployment of this technology. (02:06:47) - Matteo Franceschetti, co-founder and CEO of Eight Sleep, a company specializing in sleep fitness technology, discusses the company's recent $50 million funding round led by Tether Investments, their profitability, and plans for international expansion into China and Brazil. He highlights the development of new hardware products, the pursuit of FDA approval for sleep apnea detection and mitigation technologies, and the company's commitment to enhancing sleep quality through innovative solutions. Additionally, Franceschetti shares insights into global sleep patterns, noting that Australians, particularly those on the coast, exhibit the highest sleep quality among their users. (02:16:57) - Dillon Rolnick, CEO of Nous Research, discusses his company's commitment to advancing open-source AI by developing tools like the Hermes agent, which integrates coding capabilities with platforms like OpenClaw to enhance user interaction with AI. He highlights the growing interest in AI agents that perform tasks autonomously, allowing users to delegate work and receive completed outputs, and emphasizes the importance of making these tools accessible and cost-effective to bridge the gap between AI capabilities and user awareness. To foster innovation and community engagement, Nous Research is organizing an online hackathon to explore diverse applications of their AI tools. (02:25:21) - ? Timeline Reactions

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(01:47) - Ellison's Media Empire (18:06) - ? Timeline Reactions (21:21) - Cursor Mic Drop (26:16) - Zuck's $170M Mansion (29:29) - Matthew Belloni, a former entertainment attorney and editorial director of The Hollywood Reporter, is a founding partner of Puck, a digital media company covering Hollywood, Silicon Valley, Washington, and New York. In the conversation, he discusses the significant changes in Hollywood over the past five years, including the end of the peak TV era, the Netflix correction leading to a content recession, and the impact of the 2023 labor strike, all contributing to a period of uncertainty and disruption in the industry. He also highlights the trend of productions moving overseas due to aggressive incentives, such as the UK's 40% incentive on above-the-line costs, which substantially reduces production expenses. (01:00:33) - ? Timeline Reactions (01:13:39) - Ken Burns is an acclaimed American documentary filmmaker renowned for his in-depth explorations of U.S. history and culture, with notable works like *The Civil War*, *Baseball*, and *The American Revolution*. In the conversation, Burns reflects on his early inspirations, including the profound impact of his mother's death and his father's emotional response to a film, which led him to pursue filmmaking. He discusses his commitment to public broadcasting, emphasizing the creative control and time it affords him to produce comprehensive documentaries, and highlights the importance of embracing technological advancements while maintaining narrative integrity. (01:49:45) - Gokul Rajaram, a seasoned technology executive and investor, has held pivotal roles at companies like Google, Facebook, Square, and DoorDash, and currently serves on the boards of Coinbase, Pinterest, and The Trade Desk. In the conversation, he discusses the evolving landscape of software, emphasizing the need for companies to adapt to AI advancements, the challenges of building liquidity in marketplaces, and the importance of effective board composition and engagement. (02:11:54) - ? Timeline Reactions (02:21:11) - Nik Seetharaman, founder and CEO of Wraithwatch, has an extensive background in cybersecurity, having served as CIO at Anduril Industries, led cyber defense teams at SpaceX and Palantir, and conducted advanced cyber warfare operations with the U.S. Special Operations Command. He discusses the challenges in cybersecurity, emphasizing the need for autonomous defense systems to counter rapidly evolving AI-driven cyber threats. Seetharaman highlights Wraithwatch's recent $30 million federal contract to deploy its AI-powered cyber defense platform across multiple U.S. government agencies, aiming to provide continuous defensive counterpressure against emerging threats. (02:35:30) - Raj Rajamani, co-founder and CEO of JetStream Security, recently announced the company's emergence from stealth mode and its successful $34 million seed funding round led by Redpoint Ventures and the CrowdStrike Falcon Fund. JetStream aims to address the AI trust problem in enterprises by providing AI governance tools, including AI Blueprints, which serve as operational contracts for AI workflows to ensure transparency and control. Rajamani emphasized the importance of understanding and managing AI systems to scale their adoption responsibly, highlighting that the company is already engaging with Fortune 500 clients and plans to expand its team to meet growing demand. (02:44:04) - James Everingham, CEO of GIL AI, discusses the challenges of managing proliferating AI agents within company infrastructures, emphasizing the need for governance, control, and observability to prevent operational chaos. He highlights the importance of cost management, citing instances where uncontrolled agent usage led to budget overruns, and notes that both small and large companies are rapidly adopting AI agents, with tech-forward industries leading the charge. Everingham also introduces Agent Hub, a platform for sharing and deploying agents, and announces GIL AI's recent $44 million funding round led by Google Ventures. (02:55:59) - Dr. Felix Ejeckam, founder and CEO of Akash Systems, discusses the company's development of diamond-cooled servers designed for AI and cloud service providers. By integrating synthetic diamond, the most thermally conductive material, directly onto GPUs, Akash's technology reduces temperatures by 10-15°C, enhancing performance and lowering cooling costs. This innovation allows servers to operate efficiently even in ambient temperatures up to 120°F without the need for liquid cooling or air conditioning. (03:07:05) - ? Timeline Reactions

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(01:07) - Anthropic vs DoW (39:55) - Paramount Wins Warner Bros. (44:02) - ? Timeline Reactions (57:35) - Ben Thompson, founder of Stratechery, discusses the implications of AI's growing power, emphasizing the necessity for companies to consider governmental and geopolitical factors, particularly concerning national security and international relations. He highlights the potential for AI to disrupt existing legal and societal frameworks, stressing the importance of proactive engagement with policymakers to navigate these challenges. Thompson also reflects on the complexities of balancing technological advancement with ethical considerations and the need for new laws to address emerging issues like digital surveillance. (01:32:01) - James Beshara, founder of Magic Mind and former CEO of Tilt, discusses his journey from software to consumer packaged goods, emphasizing the iterative development of Magic Mind to enhance product quality before retail launch. He highlights the importance of hiring experienced team members, minimizing meetings, and adopting asynchronous communication to boost efficiency. Beshara also shares his approach to technology use, favoring devices like the Apple Watch to reduce distractions and maintain focus. (01:59:47) - John B. Quinn, the founding partner of Quinn Emanuel Urquhart & Sullivan LLP, is renowned as one of the world's leading trial lawyers, having built the largest law firm dedicated solely to business litigation and arbitration. In the conversation, he discusses the recent Supreme Court ruling that President Trump lacked the legal authority to impose certain tariffs, the subsequent invocation of Section 122 allowing temporary tariffs, and the potential legal challenges companies may face in seeking refunds for tariffs paid. (02:29:36) - Michael Grinich, founder and CEO of WorkOS, discusses the company's role in enabling software developers to integrate enterprise features like single sign-on and directory sync into their applications, facilitating enterprise readiness. He announces a $100 million Series C funding round, highlighting WorkOS's support for rapidly growing AI companies such as OpenAI and Anthropic in meeting enterprise security requirements. Grinich also introduces an AI-powered installer that significantly reduces integration time, allowing developers to implement WorkOS's solutions in minutes. (02:41:09) - Adam Simon is a creative technologist and former Global Head of Innovation at UM US, with over a decade of experience in innovation strategy. He discusses the future of entertainment moving beyond screens into immersive, real-world experiences, emphasizing the role of AI in personalizing physical environments. Simon also highlights the potential of venues like the Sphere and COSM to enhance live events through technology, and advocates for using existing devices, such as smartphones and AirPods, to deliver customized audio feeds at events. (02:54:23) - Matthias Wagner, founder and CEO of Flux, discusses the company's recent $30 million Series B funding led by abc, which will accelerate their development of an AI-powered hardware engineer designed to simplify electronics design. He highlights how Flux's browser-based platform enables users to create custom PCB boards more efficiently, reducing reliance on multiple off-the-shelf components and lowering costs. Wagner also emphasizes the platform's accessibility, allowing professionals from various engineering disciplines to design custom boards without prior PCB experience. (03:02:04) - Joan Rodriguez, CEO and founder of Quiver AI, discusses his company's development of AI models for generating and editing scalable vector graphics (SVGs) through code generation, enabling designers to create and modify vector images efficiently. He explains that their approach treats visuals as editable programs rather than static pixels, allowing for greater control and integration into design workflows. Rodriguez also mentions that Quiver AI recently raised $8.3 million in seed funding led by Andreessen Horowitz to advance their technology. (03:06:57) - Zach Yadegari, an 18-year-old entrepreneur and CEO of Cal AI, discusses the recent acquisition of his AI-powered calorie-tracking app by MyFitnessPal. He shares that after a year and a half of development, Cal AI, which generated $30 million in revenue in 2025, was acquired in December when he was 18, just before he turned 19 in January. Yadegari highlights the app's growth, noting that in January alone, it achieved $5.7 million in revenue, primarily through iOS subscriptions, and emphasizes the synergy between Cal AI and MyFitnessPal in their shared mission to promote healthier lifestyles. (03:12:47) - Andy Markoff, co-founder and CEO of Smack Technologies, is a former U.S. Marine Corps officer with over a decade of service, including roles as a Marine Infantry Officer, Joint Fires Instructor at MAWTS-1, and Marine Special Operations Officer during the Battle of Mosul. In the conversation, he discusses Smack Technologies' mission to deliver "Decision Dominance" to the Department of War and its allies by developing AI-driven decision-making tools for modern warfare, emphasizing the integration of deep reinforcement learning models to process vast sensor data and enhance military operations. (03:22:55) - ? Timeline Reactions

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This is our full interview with Ben Thompson, recorded live on TBPN.

We discuss his essay on Anthropic, why AI is colliding with hard questions about state power, surveillance, and military leverage, whether private labs can realistically defy governments when AI becomes a true source of geopolitical power, and how trade offs around Taiwan, chips, and democratic accountability could shape the next phase of the AI era far more than abstract debates about safety in the lab.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

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Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

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(01:10) - NVIDIA Earnings Recap (09:07) - NVIDIA Earnings: ? Timeline Reactions (18:05) - ? Timeline Reactions with John Palmer (59:35) - ? Timeline Reactions (01:13:02) - Sammy Azdoufal, an AI strategist, discovered a significant security flaw in DJI's Romo robot vacuums while attempting to control his own device using a PlayStation 5 controller. By reverse-engineering the vacuum's communication protocols, he inadvertently gained access to approximately 7,000 devices worldwide, enabling him to view live camera feeds, listen through microphones, and access detailed floor plans of strangers' homes. Azdoufal responsibly reported the vulnerability to DJI, which issued patches to address the issue, though some concerns remain unresolved. (01:25:59) - Kenn Ricci, an American aviation entrepreneur and chairman of Flexjet, began his career through the Air Force ROTC program in the late 1970s, which enabled him to attend the University of Notre Dame. After serving in the Air Force and experiencing the instability of pilot employment, he purchased a charter company for $27,500, leveraging the company's existing funds and a $500 loan from his father. This acquisition marked the start of his business career, leading to the formation of Corporate Wings and subsequent ventures in the aviation industry. (01:55:56) - Howard Marks, co-founder and co-chairman of Oaktree Capital Management, is renowned for his expertise in market cycles and contrarian investing. He discusses how markets oscillate around a trend line due to human psychology, leading to periods of overvaluation driven by excessive optimism and undervaluation spurred by undue pessimism. Marks emphasizes the importance of recognizing these cycles, advocating for a contrarian approach: exercising caution during market euphoria and seizing opportunities when fear prevails. (02:32:20) - Demi Guo, co-founder and CEO of Pika, an AI-powered video creation platform, discusses the launch of "AI selves," a feature that allows users to create personalized AI avatars capable of assisting with tasks like helping family members with technical issues or providing professional advice. These AI selves are designed to be available 24/7, offering users an ever-present extension of themselves. Guo explains that the AI learns from user interactions and data inputs to accurately represent the individual, enhancing both personal and professional engagements. (02:39:44) - Yash Patil, CEO of Applied Compute, discusses the company's focus on developing specific intelligence for enterprises by capturing latent knowledge and integrating it into agentic workforces. He emphasizes the importance of creating proprietary, in-house agents tailored to a company's unique expertise, as opposed to relying on general AI models. Patil also highlights the significance of continual learning and efficient reinforcement learning to adapt these agents to enterprise-specific tasks. (02:47:44) - Scott Morton, founder and CEO of Revel, discusses the company's recent $150 million Series B funding led by Index Ventures, aimed at modernizing outdated hardware control and test software. Drawing from his nine and a half years at SpaceX, where he developed mission-critical systems, Morton highlights Revel's platform that transforms control software from a development bottleneck into an accelerant. He also mentions partnerships with companies like Impulse Space and Radiant Nuclear, and the creation of a proprietary programming language designed to eliminate common errors in hardware control systems. (02:54:49) - Fan-Yun Sun, co-founder and CEO of Moonlake AI, discusses the company's innovative approach to creating interactive 2D and 3D game worlds using AI-driven world models. He explains that their platform leverages logic and symbolic representations, such as code, to encode the deterministic aspects of the world, while employing pixel priors for rendering, allowing for the generation of complex, interactive environments from natural language prompts. Sun also highlights Moonlake's ambition to empower creators by enabling them to monetize their ideas without being limited by technical skills, aiming to shift the focus from technical expertise to creative vision. (03:01:43) - Adam Draper, a fourth-generation venture capitalist and founder of Boost VC, discusses his firm's commitment to investing in deep tech startups, emphasizing their focus on frontier technologies like aerospace, robotics, and AI. He highlights Boost VC's strategy of leading pre-seed rounds with $500,000 checks, aiming to support audacious founders turning seemingly impossible ideas into reality. Draper also shares his personal inspiration for fostering innovation, including his dream of building an Iron Man suit, which drives his passion for backing groundbreaking sci-fi technologies. Doug Bernauer is a software engineer and startup operator focused on AI infrastructure and developer tooling. He works on building practical, production-ready systems around large language models, with an emphasis on performance, reliability, and applied machine learning. (03:27:11) - Google's Nano Banana 2 (03:31:51) - Block Cuts 20% of Workforce

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Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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(00:50) - How Fed is Thinking About AI Adoption (19:45) - Trump's Power Play on Big Tech (26:22) - ? Timeline Reactions (39:51) - Anthropic's New Stance on Safety (56:40) - ? Timeline Reactions (01:13:21) - Maxwell Meyer, a Stanford-educated geophysicist and former editor of the Stanford Review, is the founder and editor of Arena Magazine, a Texas-based, reader-supported technology publication launched in 2024. In the conversation, Meyer discusses Arena's latest issue, which explores themes of espionage and space, highlighting advancements in satellite technology and intelligence collection. He also shares insights into the magazine's editorial approach, emphasizing high-quality print content and a focus on pro-technology and pro-capitalism narratives. (01:33:48) - Ben Lerer, Managing Partner at Lerer Hippeau, discusses the transformative impact of artificial intelligence on the film industry, highlighting the emergence of AI-driven studios like Staircase Studios AI, which aim to produce high-quality films at significantly reduced costs. He emphasizes the necessity for Hollywood to adapt to these technological advancements to remain competitive, noting that while AI can streamline production processes, it cannot replace the human creativity essential to filmmaking. Lerer also touches on the evolving dynamics of talent in the industry, suggesting that actors who embrace AI technologies may benefit from increased efficiency and new opportunities, while those resistant to change risk being left behind. (02:01:55) - Doug O'Laughlin, president of SemiAnalysis, discusses the rapid adoption of AI technologies and their potential to cause widespread deflation by significantly reducing the cost of knowledge work. He expresses concern that this swift disruption could outpace societal and governmental responses, leading to economic instability. O'Laughlin also highlights the unprecedented speed at which AI can be deployed globally, contrasting it with historical technological advancements that required longer implementation periods. (02:29:10) - Marc Benioff, co-founder and CEO of Salesforce, is a pioneer in cloud computing and a noted philanthropist. In the conversation, he highlights Salesforce's unprecedented revenue guidance of $46.2 billion and a projected $16 billion in cash flow, attributing this growth to the integration of AI and agent technologies across their platforms. Benioff emphasizes the transformative role of AI agents in enhancing productivity and foresees a future where humans and AI agents collaborate seamlessly within enterprise software. (02:49:52) - Michael Manapat, co-founder of Rowspace, an AI platform for asset managers, discusses how their technology integrates with clients' internal systems to leverage proprietary data for faster decision-making. He emphasizes the increasing commoditization of public data due to AI advancements, highlighting the importance of utilizing decades of accumulated internal data and judgment. Manapat also notes that Rowspace operates within clients' environments to ensure data security and compliance, distinguishing their approach from other market offerings. (02:57:10) - Adam Warmoth, founder and CEO of Chariot Defense, discusses the company's recent $34 million Series A funding and its mission to provide advanced power solutions for modern military operations. He highlights the deployment of their systems across various Army and Marine Corps units, addressing critical power infrastructure needs for technologies like drones and next-generation command and control systems. Warmoth emphasizes leveraging commercial advancements in high-voltage batteries and power electronics to enhance defense platforms, ensuring reliable and efficient energy distribution on the battlefield. (03:05:04) - Connor Sweeney, founder of Baba, a patient advocacy platform for older adults, discusses how his grandmother's stroke inspired him to create AI tools for her speech therapy, leading to the establishment of Baba. He explains that Baba connects older adults and their families with patient advocates who handle care coordination, scheduling, and insurance issues, with services often covered by Medicare and Medicaid. Sweeney also highlights the use of AI to assist advocates in repetitive tasks and mentions a recent seed funding of nearly $7 million led by General Catalyst. (03:09:45) - Matthew Harpe, co-founder and CEO of Basis, discusses how their AI platform integrates with existing accounting software to automate workflows, transforming accountants from doers to reviewers. He highlights the platform's ability to handle complex tasks, such as completing entire corporate tax return workbooks autonomously, and emphasizes the importance of building trust in AI capabilities through gradual adoption and review processes. Harpe also addresses the accounting industry's significant talent shortage, noting that Basis helps firms manage workloads effectively by automating routine tasks, thereby allowing accountants to focus on higher-value activities.

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This is our full interview with Bill Gurley, recorded live on TBPN.

We discuss his new book, why ?high agency? and hyper-curiosity are the ultimate long-term edge (especially with AI as a self-learning superpower), and why the real risk for young people is mistaking financial speculation for durable skill-building while the best opportunity is using AI to become the most knowledgeable person in your field.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

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Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

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https://www.youtube.com/@TBPNLive

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(01:52) - Citrini Memo Reactions (09:35) - Is Doordash Cooked? (12:51) - ? Timeline Reactions (20:59) - Kim K Enters Energy Drinks (22:23) - ? Timeline Reactions (29:01) - Jane Street Sued (40:17) - Patrick Collison is the co-founder and CEO of Stripe, the global payments and financial infrastructure company powering millions of businesses. A longtime advocate for scientific and technological progress, he also co-founded the Arc Institute and writes frequently about economic growth, research, and innovation. John Collison is the co-founder and President of Stripe, where he leads strategy and product across payments, banking-as-a-service, and financial tooling. He previously co-founded Auctomatic, which was acquired in 2008, and focuses on expanding Stripe?s global reach and financial infrastructure capabilities. (57:46) - Bill Gurley, a general partner at Benchmark and author of "Runnin' Down a Dream," discusses his transition from a conventional tech job to venture capital, emphasizing the importance of pursuing one's passion to avoid career regret. He highlights six principles for a fulfilling career: chasing curiosity, honing one's craft, developing mentors, embracing peers, going where the action is, and giving back. Gurley also addresses the rapid public consciousness of AI advancements, noting its unprecedented speed compared to previous tech waves, and underscores the necessity for individuals to be hyper-curious and continuously learning to thrive in evolving industries. (01:23:18) - ? Timeline Reactions (01:29:16) - Ivan Zhao, co-founder and CEO of Notion, is a Chinese-Canadian entrepreneur with a background in cognitive science from the University of British Columbia. In the conversation, he discusses the launch of Notion's Custom Agents, autonomous AI teammates designed to handle repetitive tasks across various platforms, enhancing productivity and collaboration. (01:45:09) - ? Timeline Reactions (01:51:15) - Stefano Ermon, co-founder and CEO of Inception Labs, discusses his background in generative AI research at Stanford, including co-inventing diffusion models. He explains how Inception's diffusion-based language models generate text by refining entire sequences simultaneously, resulting in speeds over 1,000 tokens per second on NVIDIA GPUs. Ermon highlights the models' efficiency and scalability, making them ideal for latency-sensitive applications like coding autocomplete and voice agents. (02:01:07) - James Cadwallader, co-founder and CEO of Profound, discusses the company's recent $96 million Series C funding round, which values the company at $1 billion. He highlights the launch of Profound Agents, customizable autonomous tools that enhance marketing efficiency by enabling brands to monitor and influence their representation across AI platforms. Cadwallader emphasizes the transformative impact of AI on brand discovery and the necessity for marketers to adapt to this evolving landscape. (02:13:59) - Scott Wu, co-founder and CEO of Cognition AI, discusses the company's significant growth, noting that enterprise usage has more than doubled in the past six weeks, driven by the adoption of AI agents capable of handling end-to-end tasks. He highlights the latest launch's focus on enhancing user experience by addressing known frictions, introducing features like automated testing and improved integrations. Wu also emphasizes the importance of optimizing various aspects of the software engineering workflow, including testing and review processes, to further improve efficiency. (02:30:39) - Rune Kvist, co-founder and CEO of the Artificial Intelligence Underwriting Company (AIUC), discusses the company's mission to underwrite superintelligence by developing standards and insurance products for AI agents. He highlights the challenges in insuring AI systems due to unpredictable risks and emphasizes the importance of creating a standardized framework to manage these uncertainties. Kvist also mentions AIUC's recent launch of the world's first insurance policy for AI agents, in collaboration with Eleven Labs, aiming to address concerns like hallucinations leading to financial losses and data leakage. (02:39:02) - Reiner Pope, CEO and co-founder of MaddX, discusses his company's development of high-throughput chips tailored for large language models, emphasizing the need for a from-scratch design to achieve optimal performance. He highlights the constraints in the current market, particularly the limited silicon wafer supply, and how MaddX's approach aims to maximize throughput per dollar and per watt. Pope also addresses the challenges posed by existing technologies like Nvidia's CUDA, noting that while CUDA offers backward compatibility, it restricts hardware innovation, whereas MaddX's specialized design offers greater efficiency for frontier labs willing to adapt their software. (02:53:49) - Devansh Pandey, co-founder of Standard Intelligence, discusses the company's approach to pre-training computer use models by capturing 30fps video of user interactions, including screen recordings, key presses, and mouse movements, to create a comprehensive dataset for training general models capable of performing diverse computer tasks. He highlights the potential applications of these models, such as automating repetitive tasks like form filling and enhancing CAD design processes, and emphasizes the advantages of video-based training over text-based methods, noting that graphical user interfaces are designed for human interaction and that video data inherently captures temporal aspects of user behavior. Additionally, Pandey shares insights into the company's data collection methods, including the use of an application that records user screens and inputs, and discusses the potential for their models to generalize to various computer-based tasks, including applications in robotics and self-driving technology.

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Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

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Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

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(00:18) - CitriniPocalypse (18:37) - The Durability of Institutional Inertia (30:26) - ? Timeline Reactions (44:01) - The Dot Com Boom (01:00:21) - Polo's Gene-Edited Horse Clones (01:11:06) - ? Timeline Reactions (01:29:24) - Alap Shah, co-founder and former CEO of Sentieo, an AI-powered financial research platform, discusses the transformative impact of AI on white-collar employment, highlighting a significant decline in information sector jobs since 2022. He emphasizes the potential for AI to further disrupt the labor market, particularly as corporate adoption accelerates, and underscores the need for proactive measures to address these challenges. (02:00:11) - Will Brown, Research Lead at Prime Intellect, discusses the company's recent release of a training platform designed to simplify reinforcement learning (RL) on open-source models, enabling users to focus on environment design and task specification without hardware concerns. He highlights the platform's accessibility, allowing users to train models effectively by converting existing data into training recipes, and notes the positive reception from the community. Additionally, Brown touches on the evolving landscape of AI, emphasizing the importance of customization and the potential of open-source models to achieve state-of-the-art performance in specialized tasks. (02:23:31) - Michelle Lee is the founder and CEO of Medra, a company developing physical AI scientists to automate laboratory experiments and accelerate drug discovery. In the conversation, she discusses her background in chemical engineering and robotics, the development of intelligent robots capable of autonomously conducting experiments, and Medra's recent $52 million Series A funding to build one of the largest autonomous labs in the United States. (02:30:59) - ? Timeline Reactions (02:37:36) - Mike Annunziata, Founder and Managing Partner at Also Capital, has a background in venture capital and entrepreneurship, including co-founding Farther Farms and serving as a board member at Varda Space Industries. In the conversation, he discusses his non-traditional path into venture capital, emphasizing the importance of investing in founders who are magnets for top-tier talent and have a clear, pragmatic vision. He also highlights the significance of having fun while playing to win, and announces the launch of Also Capital's second fund, totaling $50 million. (03:00:07) - ? Timeline Reactions

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https://www.youtube.com/@TBPNLive

This is our full interview with Alap Shah, recorded live on TBPN.

We discuss whether AI is triggering a structural decline in white collar jobs, why agentic AI may compress platform margins at companies like DoorDash and Uber,  how labs like Anthropic and OpenAI could capture enormous value as public markets struggle, and what political and economic solutions might prevent an AI driven contagion.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Sign up for TBPN?s daily newsletter at TBPN.com

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ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
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Labelbox - https://labelbox.com
Lambda - https://lambda.ai
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https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

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Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

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Restream - https://restream.io

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Sign up for TBPN?s daily newsletter at TBPN.com

(01:07) - Ryan Petersen, founder and CEO of Flexport, a global supply chain management company, discusses the recent U.S. Supreme Court ruling that invalidated former President Trump's broad tariffs, highlighting the uncertainty surrounding potential refunds for businesses that paid these tariffs. He notes that while the Court's decision deemed the tariffs unconstitutional, it did not provide clarity on whether the $175 billion collected would be refunded, leaving companies in limbo. Petersen also mentions that Flexport has developed a tariff refund calculator to assist businesses in determining potential refunds, emphasizing the importance of staying informed as the situation evolves. (14:36) - Supreme Court Smackdown (21:54) - ? Timeline Reactions (47:36) - WSJ Mansion Section (01:00:34) - ? Timeline Reactions (01:03:29) - Palmer Luckey is a technology entrepreneur best known as the founder of Oculus VR, the virtual reality company acquired by Facebook in 2014. He later founded Anduril Industries, a defense technology company building autonomous systems, surveillance platforms, and AI-driven military hardware for the U.S. and allied governments. (01:32:18) - Jonathan Gould is a U.S. financial regulatory official and legal expert focused on banking policy and supervision. He has served in senior roles at the Office of the Comptroller of the Currency (OCC) and has worked in private practice advising financial institutions on regulatory matters. He is known for his expertise in bank regulation, fintech policy, and the legal framework governing U.S. financial institutions. (01:46:36) - Diogo Mónica, General Partner, Haun Ventures, discusses his journey from leading security teams at Square and Docker to establishing Anchorage Digital, the first federally chartered crypto-native bank in the U.S. He highlights the challenges of obtaining a federal charter during a crypto-unfriendly administration and emphasizes the necessity for tech companies to build their own banking infrastructure to innovate in financial products. Mónica also notes a resurgence in new bank charters, indicating a shift towards tech-driven financial institutions. (01:55:57) - Joe Lonsdale is an American entrepreneur and venture capitalist, known for co-founding Palantir Technologies, Addepar, and OpenGov, and serving as the managing partner at 8VC. He discusses the challenges facing low-end SaaS companies lacking robust systems of record, regulatory moats, or network effects, emphasizing that such companies are vulnerable to disruption, whereas well-established SaaS firms with strong tech cultures and significant investments in AI are better positioned to adapt and thrive. (02:04:19) - John Shahidi, co-founder of Happy Dad Hard Seltzer, discusses the brand's impressive 31% year-over-year growth in January, even during the typically slow "dry January" period. He attributes this success to strategic in-store marketing efforts, emphasizing the importance of engaging customers at the point of purchase rather than relying solely on creator-driven promotions. Shahidi also highlights the evolving drinking habits of younger consumers, noting a shift towards lighter beverages like seltzers and teas, as health consciousness rises and traditional beer consumption declines. (02:19:56) - Will Bruey, CEO and co-founder of Varda Space Industries, discusses the company's progress in space manufacturing, highlighting the recent landing of their fifth capsule and the upcoming launch of the sixth. He explains their strategy of implementing annual block upgrades to enhance hardware and software, drawing parallels to consumer electronics like smartphones. Bruey also emphasizes the focus on bio-manufacturing in microgravity over the next five to ten years, citing its economic viability and significant impact. (02:27:24) - Sam Levenback, Senior Vice President and Chief Growth & Strategy Officer at X-energy, discusses the company's development of high-temperature gas-cooled pebble bed reactors and their collaboration with Dow Chemical in South Texas and Amazon in Washington state to build new nuclear projects. He highlights the importance of revitalizing the U.S. nuclear supply chain to meet the growing energy demands of AI and digital infrastructure, emphasizing X-energy's commitment to advancing firm power solutions. Levenback also underscores the significance of partnerships with investors like Arabor, who are eager to understand and support the nuclear sector's unique challenges and opportunities. (02:41:36) - Alex Heath, Deputy Editor at The Verge and author of the "Command Line" newsletter, discusses his approach to tech journalism, emphasizing the importance of leveraging AI tools for efficiency while maintaining editorial oversight. He highlights the necessity of balancing relationships with tech executives to ensure fair reporting and shares insights into the evolving landscape of media, including the potential for independent writers to collaborate under unified brands. Heath also reflects on the challenges of holding exclusive stories and the significance of in-person interactions for sourcing information.

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This is our full interview with Palmer Luckey, recorded live on TBPN.

We discuss launching Erebor, a bank built for deep tech after SVB?s collapse, the push toward 24/7 dollar-backed stablecoin settlement, what it means to align a financial institution with U.S. interests, the gaming industry?s shift from innovation to extraction, and the future of VR.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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This is our full interview with Dylan Field, recorded live on TBPN.

We discuss Figma?s growth, the rise of Figma Make,  the shift from linear coding to a visual-first product loop, why taste becomes the real moat in an agent-driven world,  and why design is the ultimate differentiator in 2026.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Sign up for TBPN?s daily newsletter at TBPN.com

(00:59) - We're Cancelling the the SaaSpocalypse (16:47) - ? Timeline Reactions (38:37) - Palantir Jet Costs $17M Annually (46:16) - WBD x Netflix Bid Update (59:21) - eBay to Buy Depop (01:01:42) - ? Timeline Reactions (01:16:56) - Elite Lawyer Fees Hit Record Highs (01:22:30) - Older Consumers Drive 2026 Growth (01:27:24) - ? Timeline Reactions (01:41:51) - Sigil Wen discusses his concept of Web 4.0, envisioning an Internet where AI acts as the end user, capable of autonomously performing tasks and making payments without human intervention. He introduces the "automaton," a self-sufficient AI model that can self-edit its code, manage its own compute resources, and generate income to sustain its operations. Wen emphasizes the importance of building this new Internet openly to ensure safety and transparency as AI becomes increasingly integrated into digital ecosystems. (01:59:33) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the impact of social media and technology on children, emphasizing the addictive nature of devices like iPads and the challenges parents face in regulating screen time. He highlights the importance of setting boundaries and the potential benefits of government regulation to mitigate the negative effects of technology on youth. (02:33:04) - Dylan Field, co-founder and CEO of Figma, a web-based vector graphics editing software company, discusses the company's impressive 2025 performance, highlighting a 40% year-over-year revenue growth to $1.046 billion and the successful launch of four new products, including Figma Make, an AI-powered prototyping tool. He emphasizes the importance of design in product development and the role of AI in enhancing creativity, noting that 60% of Figma Make users are non-designers, reflecting the platform's accessibility and broad appeal. Field also shares insights on the evolving design landscape, expressing excitement about increased innovation and diversity in digital product aesthetics and user experiences. (02:54:04) - Peter Morales, CEO of Code Metal, discusses his journey from defense and AI research to founding the company, highlighting his work on AI algorithms for the F-35 fighter jet and at MIT Lincoln Laboratory. He explains Code Metal's mission to automate the translation of high-level code into hardware-optimized, production-ready code, addressing challenges in deploying AI on edge devices. Morales also announces a $125 million Series B funding round and the appointment of Ryan, former CEO of Tableau, as President and COO to support the company's growth. (03:03:02) - Erik Palitsch, CEO and Co-Founder of Freeform, discusses the company's development of Skyfall, an advanced laser melting platform, and their recent $67 million Series B funding led by Linz Capital, with participation from NVIDIA, Founders Fund, Threshold, and Two Sigma Ventures. He highlights the growing demand across various sectors, emphasizing the importance of flexible manufacturing in today's geopolitical climate and the acceleration of product design driven by AI advancements. Palitsch also notes that Freeform is currently producing mission-critical parts for multiple frontier programs and plans to expand their team significantly over the next year. (03:12:11) - Ljubisa Bajic, a seasoned chip designer and CEO of Taalas, discusses his company's innovative approach to AI hardware by embedding AI models directly into silicon, resulting in ultra-fast, cost-effective responses. This method sacrifices flexibility for performance, enabling immediate, large-scale outputs at minimal cost. Bajic also highlights the simplicity and efficiency of their chips, which integrate seamlessly into standard servers without the need for complex cooling systems or high-speed I/O, making advanced AI capabilities more accessible and affordable. (03:21:36) - ? Timeline Reactions

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Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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NYSE - https://nyse.com

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(04:28) - Neo Lab Market Map (25:53) - 5 Fixes to Explode LLM Adoption (42:05) - ? Timeline Reactions (56:39) - Oil Tycoon Teams with Rockefellers (59:32) - ? Timeline Reactions (01:31:33) - Blake Dodge, a journalist at Pirate Wires, transitioned from investigative reporting at Business Insider to focus on optimistic tech narratives. She discusses California's proposed wealth tax, highlighting billionaire departures due to concerns over the tax's retroactive nature and its impact on business. Dodge also emphasizes the importance of tech leaders engaging in visible public works to foster goodwill amid growing inequality. (01:46:50) - Fredrik deBoer, a writer and former academic, now authors a Substack newsletter and writes books, enjoying the independence of self-publishing. He discusses his skepticism toward exaggerated claims about AI's imminent impact on the economy, highlighting the inconsistency between dire predictions and the reluctance of AI proponents to commit to specific, measurable outcomes. To challenge these assertions, deBoer proposed a wager with blogger Scott Alexander, betting that in three years, economic indicators would remain within normal ranges, thereby questioning the narrative of an impending AI-driven economic upheaval. (02:05:00) - Sohail Prasad, Founder and CEO of Destiny (D/XYZ), previously founded Forge, a private securities marketplace that went public in 2022. He discusses the creation of Destiny Tech100, a closed-end fund listed on the NYSE under ticker DXYZ, designed to provide public investors access to private technology companies. Prasad explains the fund's structure, investment strategy, and recent investments, including a $100 million secondary purchase in Anthropic. (02:17:25) - Travis Brashears, co-founder and CEO of Mesh Optical Technologies, has a background in laser technology from high school through his tenure at SpaceX, where he contributed to the development of space laser communication systems. In the conversation, he discusses Mesh Optical's first product?a pluggable transceiver designed to enhance GPU cluster connectivity within data centers by eliminating power-hungry components, thereby improving efficiency. He also highlights the company's commitment to U.S.-based manufacturing, aiming to scale production to millions of units by 2027 to meet the growing demand for optical interconnects in AI data centers. (02:28:18) - Evan Spiegel, co-founder and CEO of Snap Inc., discusses the implementation of safeguards in generative video features to prevent misuse, the expansion of Snapchat's developer ecosystem with over 400,000 developers creating lenses, and the potential of tools like Easy Lens to democratize lens creation through prompts. He also highlights the contrast between user-generated content and AI-generated content, emphasizing the importance of authentic, original content in driving engagement.

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https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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(00:52) - Why is no one talking about the Cournot Equilibrium? (23:53) - ? Timeline Reactions (33:04) - Adani Group Unveils $100B AI Investment (35:31) - Micron Bets $200B to End AI Bottleneck (41:01) - Warner Bros Reopens Paramount Talks (43:05) - ? Timeline Reactions (01:00:54) - Thrive Capital Raises $10B in New Funding (01:02:54) - ? Timeline Reactions (01:15:20) - Hollywood Responds to Seedance 2.0 (01:29:08) - Jon Caramanica, born in 1975, is an American journalist and pop music critic for The New York Times, known for his insightful coverage of hip-hop and popular music. He discusses the viral ascent of "My Granny Got Hit with a Bazooka" by Miami XO, highlighting its rapid memeification and the artist's sudden rise from obscurity. Caramanica examines the song's adaptability across various formats, the music industry's response to such unexpected hits, and the evolving dynamics between virality and artist development. (02:02:17) - Spenser Skates, co-founder and CEO of Amplitude, transitioned from algorithmic trading at DRW Trading Group to leading a product analytics company that went public in 2021. He discusses the benefits of taking Amplitude public, including enhanced talent acquisition and long-term stability, and emphasizes the importance of rapid innovation in the SaaS industry to maintain a competitive edge. (02:24:20) - ? Timeline Reactions (02:29:16) - Haseeb Qureshi, Managing Partner at Dragonfly Capital, a $4 billion crypto venture firm, discusses the firm's recent announcement of their fourth fund and the evolving landscape of crypto investments. He highlights the increasing intersection of crypto with AI, noting investments in platforms like Polymarket and the acquisition of OpenClaw by OpenAI. Qureshi emphasizes the enduring nature of crypto, its expansion into various sectors, and the growing adoption of stablecoins, particularly in countries with high inflation, despite regulatory challenges. (02:42:42) - Celine Halioua, founder and CEO of Loyal, a biotech company developing drugs to extend dogs' lifespans, discusses the company's recent $100 million Series C funding round, bringing total funding to over $250 million. She emphasizes the primary goal of obtaining FDA approval for their first longevity drug, highlighting that much of the development process involves time-consuming steps like aging studies and regulatory responses. Halioua also notes the impact of GLP-1 drugs on public perception of aging biology, making the concept of aging interventions more tangible and understandable. (02:51:33) - Ankur Goyal, founder and CEO of Braintrust, a company specializing in AI product observability, discusses the challenges of predicting AI product behavior post-launch and emphasizes the importance of monitoring real-world usage to identify successes and failures. He highlights the necessity for companies to adapt their AI models regularly, suggesting that best practices involve updating models every four to six weeks to maintain optimal performance. Goyal also notes a growing interest in open-source models, observing that while few companies currently use them, those that do account for nearly half of the token usage on Braintrust's platform. (03:01:22) - Reed Duchscher, founder and CEO of Night Media, a talent management company representing top digital creators, discusses the recent announcement of a $70 million capital raise led by Stepstone, with participation from Founders Fund and K5 House Capital. He explains that, despite Night Media's decade-long profitability, this funding will enable expansion into new areas such as music, sports, and live events, aiming to position the company as the internet's leading media entity. Duchscher also shares his perspective on the future of AI in content creation, expressing skepticism about its ability to produce engaging content in the near term, and highlights the growing trend of creators utilizing clipping strategies to amplify their reach across platforms.

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https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

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(00:51) - Anthropic Hits $380B Valuation (06:08) - Become Unsloppable (23:27) - ? Timeline Reactions (45:08) - WSJ Mansion Section (58:20) - Martin Shkreli, an American investor and former pharmaceutical executive, gained notoriety for significantly increasing the price of the drug Daraprim and was later convicted of securities fraud. In the conversation, Shkreli discusses his development of a new product that utilizes his network and AI to estimate venture capital positions in various funding rounds, highlighting significant gains by investors in companies like Anthropic and OpenAI. He also touches on the challenges of accessing accurate investment data and the potential of AI in transforming industries, emphasizing the importance of product development and sales over engineering in business success. (01:34:32) - Connor Hayes, a product leader at Meta, discusses the development and growth of Threads, emphasizing its unique content format and the importance of fostering niche communities. He highlights the "Dear Algo" feature, allowing users to customize their feeds by requesting specific content, and shares insights on integrating AI to assist creators in streamlining content production. Hayes also touches on the challenges of creator monetization, advocating for directing traffic to sustainable revenue sources rather than relying solely on platform payouts. (02:03:30) - Alex Bouzari, CEO and Co-Founder of DDN, discusses his company's role in solving data challenges for AI implementations across enterprises and nations, highlighting collaborations with Nvidia and Elon Musk's ventures. He shares his journey from France to the U.S., emphasizing DDN's evolution from high-performance computing to AI, and underscores the importance of efficient infrastructure in accelerating AI adoption. Bouzari also addresses the competitive landscape, noting the rapid advancements in data center development in China and the Middle East, and stresses the need for the U.S. to enhance its efficiency to remain competitive. (02:29:01) - Brett Adcock, founder and CEO of Figure AI, discusses the company's advancements in humanoid robotics, highlighting the unveiling of their third-generation robot, Figure 03, and the development of a new, highly dexterous hand designed to achieve human-level manipulation capabilities. He emphasizes the importance of creating robots with human-like form and dexterity to seamlessly integrate into environments built for humans, enabling tasks such as folding laundry and handling dishes. Adcock also outlines Figure's strategy to deploy humanoid robots in industrial settings rapidly, with plans to introduce them into homes once they can perform tasks autonomously and reliably over extended periods. (02:55:28) - ? Timeline Reactions

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Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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(02:05) - Something Mini is Coming (10:28) - Anthropic's $20B Round (20:11) - ? Timeline Reactions (28:51) - Where the WB Deal Stands Now (36:44) - Higgsfield Accused of Ragebait (49:20) - Ackman?s Meta Move (01:03:54) - Bryan Johnson, a tech entrepreneur and founder of Braintree, is dedicated to extending human lifespan through his "Blueprint" protocol, which includes consuming three tablespoons of high-polyphenol extra virgin olive oil daily, accounting for 15% of his caloric intake. In the conversation, he discusses the health benefits of this regimen, emphasizing the importance of specific types of olive oil for longevity, and introduces his "Immortals" program?a comprehensive, data-driven health initiative designed to optimize biological age through personalized protocols and advanced monitoring. (01:34:01) - Matthew Zeitlin, a correspondent at Heatmap News, discusses the significant energy demands of data centers, noting that large facilities can consume as much electricity as entire cities. He highlights the challenges utilities face in meeting this demand, including the need for substantial infrastructure upgrades and the potential impact on electricity prices. Zeitlin also addresses the environmental concerns associated with data centers, such as increased emissions and water usage, and emphasizes the importance of balancing technological advancement with sustainable energy practices. (02:03:14) - Joon Sung Park, co-founder and CEO of Simile, discusses the company's development of a foundational model of human behavior capable of simulating society at both individual and population levels to predict outcomes. He highlights applications such as enabling Fortune 500 companies to interact with agents representing real people, allowing for more accurate market predictions and decision-making. Park also emphasizes the potential of these simulations to model entire markets or nations, aiming to enhance policy and product development through a deeper understanding of societal dynamics. (02:15:15) - David Risher, CEO of Lyft and co-founder of Worldreader, discusses the company's record bookings and profits, attributing this success to a strong focus on customer satisfaction. He highlights Lyft's strategic initiatives, including international expansion and the integration of autonomous vehicles, particularly through a partnership with Waymo in Nashville. Risher also addresses the challenges posed by market volatility and emphasizes the importance of maintaining a clear focus on data and long-term goals amidst fluctuating stock prices. (02:31:41) - Todd McKinnon, co-founder and CEO of Okta, discusses his journey from leading engineering at Salesforce to founding Okta in 2009, aiming to address identity management challenges in the emerging cloud computing era. He highlights the company's growth to a $3 billion annual revenue with 6,000 employees, emphasizing the increasing importance of identity management amid trends like AI and remote work. McKinnon also shares insights on the surge of interest in AI agents across industries, stressing the need for secure implementation and the evolving role of software engineers in a rapidly expanding software landscape. (02:47:11) - Alexander Ksendzovsky, a neurosurgeon and neuroscientist, has been cultivating neurons on electrodes for two decades. He discusses leveraging the superior energy efficiency and adaptability of biological neurons to enhance artificial neural networks, aiming to address the energy challenges in AI computing. Ksendzovsky emphasizes that this approach is not science fiction but a current, deployable technology, with his company actively integrating biological networks to improve AI model performance and efficiency. (02:55:15) - Andrew Huberman is an American neuroscientist and tenured professor of neurobiology at Stanford University School of Medicine, where he studies brain function, behavior, and visual system plasticity. He is the creator and host of the Huberman Lab podcast, which translates neuroscience and health research into practical tools for sleep, focus, fitness, and mental health. Huberman is known for bringing academic research to a broad audience through long-form interviews and solo deep dives on science-backed protocols.

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Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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(00:59) - Is Something Big Happening? (24:29) - Tai Lopez Charged in $122M Fraud (48:29) - U.S. Adds 130,000 Jobs (54:38) - ? Timeline Reactions (01:17:16) - Harley Finkelstein, President of Shopify, is a Canadian entrepreneur and lawyer who founded his first company at 17 and later earned a law degree and MBA from the University of Ottawa. In the conversation, he discusses Shopify's impressive 2025 financial performance, including a 29% increase in Gross Merchandise Volume to $370 billion and a 30% rise in revenue to $11.5 billion, attributing this growth to the company's strategic investments in AI commerce infrastructure and the development of the Universal Commerce Protocol in partnership with Google. Finkelstein emphasizes that 2026 will be pivotal for scaling these AI-driven initiatives, positioning Shopify to support a new generation of billion-dollar brands. (01:40:19) - ? Timeline Reactions (02:00:46) - Matt Shumer, founder and CEO of OthersideAI (HyperWrite), is an AI entrepreneur and investor known for his work in AI infrastructure and development tools. In the conversation, he discusses the rapid advancements in AI, emphasizing how models like OpenAI's GPT-5.3 Codex and Anthropic's Claude Opus 4.6 are now capable of autonomously handling complex tasks, signaling a significant shift in various industries. He highlights the importance of individuals adapting to these changes by becoming proficient with AI tools and integrating them into their workflows to stay competitive. (02:15:21) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's strategic initiatives, including the expansion into prediction markets, enhancing family finance tools, and increasing access to private markets. He emphasizes the potential growth of prediction markets into a trillion-dollar asset class and highlights efforts to make Robinhood more beneficial for families by integrating partners, children, and grandparents into the platform. Additionally, Tenev addresses the inequities in financial services by working to provide broader access to private markets for retail investors. (02:35:08) - Jeff Lawson, co-founder and former CEO of Twilio, has transitioned from his extensive background in software development to the fusion energy sector by founding Inertia Enterprises. In a recent discussion, he detailed Inertia's mission to commercialize fusion energy by building on the 2022 breakthrough at Lawrence Livermore National Laboratory, where scientists achieved fusion ignition. Lawson outlined plans to develop the world's most powerful laser and mass-produce fusion fuel targets, aiming to construct a gigawatt-scale power plant capable of supplying energy to over a million homes. (02:48:47) - Sam Blond, co-founder and CEO of Monaco, an AI-native sales platform, discusses the company's launch from stealth mode, highlighting its rapid growth to a team of nearly 40 since starting in September 2024. He explains Monaco's comprehensive approach to sales technology, integrating various tools into a unified system that automates tasks like prospecting, outreach, and pipeline management, allowing sales professionals to focus on customer engagement. Blond also shares the challenges faced in securing the monaco.com domain, including a legal dispute with the government of Monaco, which the company ultimately won. (03:03:17) - John Ferrara, founder and CEO of Juxta, is developing a GPS alternative capable of tracking locations without external hardware like satellites or beacons. He discusses Juxta's synthetic fingerprinting technology, which simulates IMU measurements to map environments remotely, enabling scalable deployment in GPS-denied areas such as indoors, underground, and combat zones. Ferrara also shares his motivation, influenced by his parents' military service, and outlines Juxta's progress, including securing $5 million in funding and preparing for initial deployments in logistics, healthcare, and defense sectors.

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This is our full interview with Kris Marszalek, recorded live on TBPN.

We discuss why he bought AI.com the moment it became available, the long-term vision for a consumer ?chief of staff? personal assistant for billions of people, how he locked in a Super Bowl spot before the product existed and pulled the trigger just weeks before airing, what happened when the ad drove massive traffic and signups, and why he turned down a $500M+ offer for the domain right after closing because he?s going all-in on building the product.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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(02:56) - Elon Musk's Banker (13:55) - ? Timeline Reactions (20:46) - How Apollo Dodged SaaSsassination (25:22) - ? Timeline Reactions (44:35) - Beijing Pours $26B into Robot Boom (01:03:54) - WSJ: The "Frozen" U.S. Job Market (01:16:32) - Vincenzo Landino is an entrepreneur and media strategist, serving as the CEO and co-founder of The Landino Group, which encompasses Aftermarq, a video production studio; Brainwork Media, a podcast production network; and Landino PR, a modern public relations firm. In the conversation, he discusses the new Johnny Ive-designed Ferrari, expressing mixed feelings about its design and questioning its alignment with Ferrari's traditional aesthetics. He also comments on NASCAR's recent advertising campaign, noting its emphasis on American heritage and its strategic positioning in response to the growing popularity of Formula 1 in the U.S. (01:37:22) - Ethan Thornton, founder and CEO of Mach Industries, began his entrepreneurial journey in high school with a woodworking and metalworking business. He later attended MIT for aerospace engineering but left to establish Mach Industries, focusing on unmanned defense systems. In the conversation, Thornton discusses the urgency of the U.S. adopting unmanned systems to maintain a strategic advantage, emphasizing the need for decentralized, cost-effective manufacturing to counter potential adversaries. (02:02:36) - Kris Marszalek, co-founder and CEO of Crypto.com, recently launched AI.com, an AI platform offering autonomous agents to perform tasks on users' behalf. He discussed acquiring the AI.com domain for $70 million in April 2025, recognizing its significance and swiftly finalizing the deal. Marszalek also highlighted the platform's Super Bowl LX advertisement, which, despite causing a temporary website crash due to overwhelming traffic, successfully attracted approximately 300,000 sign-ups in a single day. (02:20:12) - ? Timeline Reactions (02:33:09) - Cristóbal Valenzuela, CEO and co-founder of Runway, an applied AI research company, discusses the company's recent $315 million Series C funding round and the release of their 4.5 video model, emphasizing the need to scale computing resources to meet growing user demand. He highlights the importance of balancing exploration and exploitation in AI development, advocating for both creating new models and building effective workflows to stay connected with user needs. Valenzuela also notes the increasing adoption of AI in media and entertainment, with studios and agencies integrating AI into their workflows to enhance efficiency and creativity. (02:43:39) - Brad Svrluga, co-founder and General Partner at Primary Venture Partners, announced the firm's $625 million fifth fund, comprising both a pure seed fund and a select fund for follow-on investments. He emphasized the firm's commitment to institutional seed investing at scale, focusing on providing tailored support to founders at the earliest stages, especially as larger platforms increasingly enter the seed market. Svrluga also highlighted the importance of deep industry knowledge and strong co-founder relationships for early-stage startups, noting that while rapid prototyping is possible, genuine customer understanding and team dynamics are crucial for long-term success. (02:56:49) - Dayna Grayson, co-founder and managing partner of Construct Capital, discusses her journey from early-stage investing at NEA to focusing on industrial tech startups, emphasizing the importance of leveraging commoditized components in hardware development to mitigate risks associated with capital-intensive projects. She highlights the role of AI and automation in addressing talent shortages and boosting productivity within the industrial sector, noting that while physical AI adoption is progressing slowly, it is indeed happening. Grayson also touches on the reindustrialization narrative, particularly in the defense sector, underscoring the necessity of building on U.S. soil and adopting new technologies to meet increasing demands. (03:15:48) - Ashlee Vance is an American journalist, author, and filmmaker, renowned for his 2015 biography of Elon Musk and his work on the "Hello World" TV series. In the conversation, Vance discusses his media company, Core Memory, which focuses on science and technology content, including a YouTube show, podcast, and Substack newsletter. He also talks about his documentary projects, such as one on brain-computer interfaces, and shares insights into the challenges of producing documentaries in the current media landscape.

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https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com
Okta - https://www.okta.com

Phantom - https://phantom.com/cash

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Public - https://public.com

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This is our full interview with Bill Bishop, recorded live on TBPN.

We discuss China?s accelerating PLA purges, what Xi Jinping is really trying to accomplish inside the military, the DJI ban, whether US regulation will stick, Taiwan arms sales and Trump?s upcoming China visit, China?s approach to AI and chips, and why Nvidia?s China sales remain such a messy geopolitical flashpoint.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11?2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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(11:59) - Super Bowl Ad Reactions (57:18) - Ads Launch in ChatGPT (01:15:44) - Jason Fried, co-founder and CEO of Basecamp, a web-based project management platform, is known for his minimalist approach to software design and advocacy for simplified business practices. In the conversation, he discusses Ferrari's upcoming electric vehicle, the Luce, focusing on its interior design collaboration with Jony Ive and the integration of tactile and digital elements. Fried expresses appreciation for the fresh approach but emphasizes the importance of cohesive design between a car's interior and exterior, noting that the overall success depends on how these elements harmonize. (01:30:42) - Bill Bishop is a bilingual American entrepreneur and China expert who co-founded CBS MarketWatch in 1997 and later founded the Sinocism China Newsletter, providing in-depth analysis on Chinese affairs. In the conversation, he discusses the severe winter conditions in Washington, D.C., recent developments in U.S.-China relations, including military purges within the PLA, and the implications of AI advancements and chip sales between the two nations. (02:01:51) - Jason Kelly, co-founder and CEO of Ginkgo Bioworks, discusses the evolution of laboratory automation, likening traditional manual lab work to early manual transportation methods, and highlights the role of AI in managing experimental variability. He emphasizes the potential of autonomous labs to democratize scientific research, enabling broader participation and accelerating innovation across various sectors. Kelly also addresses the importance of biosecurity measures and the need for responsible management of biotechnological advancements to mitigate potential risks. (02:22:23) - ? Timeline Reactions (02:30:07) - Dan Romero, a seasoned professional with over a decade in the crypto industry, recently transitioned from his role at Farcaster to join Tempo, a purpose-built Layer 1 blockchain designed for stablecoin payments, incubated by Stripe and Paradigm. He discusses the significant potential for stablecoins, especially following the passage of the Genius Act, and emphasizes Tempo's focus on payments, highlighting partnerships with companies like DoorDash and Klarna. Romero also explores the integration of stablecoins with AI agents, suggesting that stablecoin rails could enable seamless, programmatic transactions for AI-driven services. (02:43:52) - Boris Sofman, co-founder and CEO of Bedrock Robotics, discusses the development of autonomous technologies for heavy machinery to address labor shortages in industries like construction, mining, and agriculture. He explains that Bedrock's approach involves retrofitting existing equipment with sensor and compute systems to enable operatorless operation, enhancing productivity and safety. Sofman also highlights the challenges of electrifying construction equipment due to infrastructure limitations and emphasizes the potential of AI to revolutionize various sectors by integrating advanced autonomy and intelligence into physical industries. (02:58:39) - Sara Hooker, co-founder of Adaption Labs and former VP of Research at Cohere, discusses her company's focus on developing AI systems capable of real-time, continuous learning without the need for costly retraining cycles. She emphasizes the importance of creating adaptable intelligence that evolves through real-world interaction, aiming to eliminate the reliance on prompt engineering and enhance efficiency across various domains. Hooker also highlights the recent $50 million seed funding secured by Adaption Labs, which will support their mission to build AI models that require less computing power and cost less to run than most leading systems. (03:07:46) - Edward Mehr, CEO of Robocraftsman, discusses his company's development of versatile manufacturing robots capable of performing various metal operations, including sheet forming, welding, and assembly, to produce complex metal structures for industries like aerospace and automotive. He highlights the transition from technology development to scaling operations, with plans to establish larger facilities and expand capabilities to meet increasing demand. Mehr envisions a future where hardware manufacturing becomes as flexible and accessible as software development, enabling rapid customization and production without the need for traditional tooling. (03:25:11) - Jordi vs. France

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Diet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as ?Silicon Valley?s newest obsession,? the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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(01:05) - Chip Bottleneck vs. Energy Bottleneck (16:12) - Amazon Plans Record $200B Capex (29:31) - Inside the Search for Iger's Heir (34:30) - TikTok Fuels "Dirty Soda" Craze (46:25) - Anthropic Tanked the Software Market (51:21) - ? Timeline Reactions (01:17:31) - WSJ Mansion Section (01:29:31) - Doug O'Laughlin is a developer deeply engaged with Anthropic's AI coding assistant, Claude Code, utilizing it extensively in his daily workflow. He discusses the integration of Claude Code into GitHub, highlighting its role in automating tasks like drafting pull requests and code reviews, thereby enhancing developer productivity. Doug also explores the evolution of AI models, noting the rapid advancements in Claude's capabilities and their impact on software development practices. (02:03:13) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as CEO of Affirm, a fintech company he founded in 2012. In the transcript, Levchin discusses Affirm's impressive 36% year-over-year growth in merchant sales volume, reaching approximately $1.1 billion in revenue for the quarter. He attributes this success to seasonal sales events like Black Friday and the rapid growth of the Affirm Card, which has seen 100% year-over-year growth across various metrics. Additionally, Levchin highlights the success of Affirm's self-created shopping holiday, "The Big Nothing," offering 0% APR deals without fine print, which significantly boosted their numbers. (02:21:20) - TJ Parker is the co-founder and former CEO of PillPack, a pharmacy service acquired by Amazon in 2018, where he later served as Vice President of Health and Pharmacy until 2022. In the conversation, Parker discusses the controversy surrounding Hims' compounding of GLP-1 medications, highlighting the FDA's recent warning letter addressing safety and efficacy concerns. He also touches on the implications of the new Wegovy pill for the weight loss market and the potential impact of AI in healthcare, emphasizing the importance of integrating AI with comprehensive medical histories to enhance patient care. (02:40:51) - Arsalan Tavakoli, co-founder and Senior Vice President of Field Engineering at Databricks, discusses the rapid evolution of AI, emphasizing that while technological advancements are significant, the real challenge lies in organizations learning to effectively deploy and utilize these tools to derive value. He highlights the importance of having a unified, governed data platform to support both small and large-scale data projects, noting that even seemingly simple tasks can quickly expand in complexity and data requirements. Tavakoli also underscores that, despite the proliferation of AI agents, many enterprises struggle to move beyond pilot phases to achieve meaningful production outcomes, often due to issues related to data quality, governance, and integration.

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