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

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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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(01:20) - Kling AI Surpasses 12M Users (15:45) - China's Aging Tech Worker Crisis (23:12) - Rich Greenfield, a General Partner at LightShed Ventures and a seasoned media and technology analyst, discusses the intensifying competition between Netflix and Paramount-Skydance to acquire Warner Bros. Discovery's assets. He highlights Netflix's strategic shift to an all-cash $72 billion offer, aiming to streamline the merger process and provide value clarity to Warner shareholders. Greenfield also examines the implications of Paramount-Skydance's $77.9 billion hostile bid, emphasizing the potential impact on the media landscape and the importance of strategic investments in content and technology. (53:45) - Thinking Machine Leadership in Flux (01:13:21) - ? Timeline Reactions (01:51:18) - Jan Sramek, a former Goldman Sachs trader and founder of California Forever, is leading an ambitious project to build a new city in Solano County, California. In the conversation, he discusses the challenges of traveling with young children, the decade-long effort to assemble land for the project, and the importance of creating a thoughtfully planned community to address housing shortages and economic development in the region. (02:33:17) - George Lewin, co-founder and CEO of Testudo, discusses the launch of a new category of insurance specifically designed for enterprises deploying generative AI systems. He explains that traditional insurance policies often exclude AI-related risks, leaving companies vulnerable to litigation stemming from issues like copyright infringement, defamation, and data breaches. To address this, Testudo offers purpose-built AI liability insurance that covers legal costs, damages, and settlements associated with these risks, enabling organizations to innovate with confidence. (02:47:58) - Ara Kharazian, an economist at Ramp, analyzes business spending trends, particularly in AI adoption. He discusses the disparity between executives and employees regarding AI's impact on work efficiency, noting that while surveys show mixed perceptions, actual spending data indicates growing investment in AI tools. Kharazian also highlights that AI adoption varies across industries, with tech and finance leading, and emphasizes the challenges in measuring AI's true impact on the labor market.

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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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(03:15) - Davos Reactions (25:17) - Waymo Safety (39:51) - Netflix's All-Cash Warner Deal (47:58) - OpenAI & ServiceNow Partner (52:31) - SAAS Sales in Japan (57:30) - Martin Shkreli, an American investor and former pharmaceutical executive, gained notoriety for significantly increasing the price of the antiparasitic drug Daraprim in 2015. In the conversation, he discusses his new role as a father, his company's recent $5 million seed funding, and his views on remote work, emphasizing the importance of in-person collaboration. He also touches on topics like prediction markets, the valuation of private companies, and the potential of photonic computing in drug discovery. (01:36:45) - Bradley Tusk is an American venture capitalist, political strategist, and author, known for founding Tusk Ventures and Tusk Strategies, and for his role as Uber's first political advisor. In the conversation, Tusk discusses his ownership of P&T Knitwear, an independent bookstore on New York City's Lower East Side, which also features a podcast studio and event space. He shares the inspiration behind the store's name, honoring his grandfather's 1950s knitwear business, and reflects on the challenges of running a bookstore in the current economic climate. (02:04:04) - Czinger 21C Hypercar Tour (02:20:59) - Lukas Czinger, co-founder and senior vice president of Czinger Vehicles and Divergent 3D, discusses the development of the 21C hypercar, emphasizing its innovative use of AI-driven design and 3D printing technologies. He highlights the car's impressive performance, including setting multiple track records, and its unique features such as the tandem seating arrangement and hybrid powertrain. Czinger also touches on the broader applications of their manufacturing system beyond automotive, including defense and aerospace industries. (02:36:21) - Andy McCune, co-founder of Cosmos, a visual search engine for creatives, discusses the platform's growth, including a recent $15 million Series A funding round, and its commitment to championing human creativity by allowing users to choose whether to view AI-generated content. He highlights the platform's collaborative features, such as clusters for organizing and sharing content, and its appeal to both professional designers and Gen Z users who enjoy mood boarding for personal inspiration. McCune also touches on future monetization strategies, focusing on serving creative teams and integrating commerce through inspiration-driven shopping experiences. (02:51:47) - Michael Broukhim, co-founder of FabFitFun and an active angel investor, has launched Deep33 Ventures, a $150 million deep-tech fund focusing on the U.S.-Israel corridor. In the conversation, he discusses the fund's emphasis on sectors like quantum computing, AI infrastructure, and energy, highlighting the unique opportunities within Israel's deep-tech ecosystem. Broukhim also elaborates on the fund's expert-first model, involving partners with domain expertise in key technological areas, and the strategic importance of fostering collaborations between U.S. and Israeli innovations to address global infrastructure challenges. (03:01:02) - Aaron Katz is the co-founder and CEO of ClickHouse, Inc., a company specializing in real-time analytics and data warehousing. He discusses the company's strong performance as the fiscal year concludes, emphasizing ClickHouse's pivotal role in AI workflows, with major AI companies like OpenAI and Anthropic utilizing their database solutions. Katz highlights the shift towards real-time analytics, noting that users now expect immediate insights, and shares that ClickHouse's engineering team, originating from Yandex, has developed a highly scalable and efficient database system. (03:16:53) - ? 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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https://www.youtube.com/@TBPNLiveDiet TBPN delivers the best of today?s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after.

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

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(01:11) - X Article Apocalypse (44:42) - Hollywood's AI Takes (01:01:44) - Elon vs. OpenAI Updates (01:05:33) - ? Timeline Reactions (01:17:54) - Is the American Dream Obsolete? (01:25:25) - Jordan Schneider is the creator of the ChinaTalk podcast and newsletter, focusing on U.S.-China relations and technology. In the conversation, he discusses his disappointment over the Buffalo Bills' firing of head coach Sean McDermott, analyzes the political strategy of Ro Khanna in positioning himself against Silicon Valley, and critiques the media's role in political discourse, emphasizing the importance of asking challenging questions to guests. (01:59:18) - ? Timeline Reactions (02:16:21) - Eliot Pence, founder and CEO of Dominion Dynamics, discusses the company's mission to enhance Arctic surveillance by developing distributed mesh networks that integrate commercial off-the-shelf sensors across land, sea, air, and space domains. He highlights the strategic importance of the Arctic, noting Canada's underinvestment in the region and the need for improved situational awareness to secure it. Pence explains that Dominion Dynamics' technology enables Canadian Rangers to capture and transmit data from remote areas lacking communication infrastructure, thereby strengthening Canada's defense capabilities in the Arctic. (02:29:15) - Fil Aronshtein is a technologist and entrepreneur focused on applied AI and software infrastructure. He?s known for building products at the intersection of data, automation, and developer tooling, with an emphasis on shipping fast and scaling systems in production. Matt Grimm is a technology investor and operator with a background in software, startups, and venture capital. He focuses on early-stage companies, platform shifts, and the business mechanics behind emerging technologies.

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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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(02:30) - Elon vs OpenAI (58:16) - Ads in ChatGPT (01:11:57) - WSJ Mansion Section (01:28:54) - Bill Shufelt, a former hedge fund trader and ultramarathon runner, co-founded Athletic Brewing Company in 2017 to create high-quality non-alcoholic craft beers that cater to health-conscious consumers. In the conversation, he discusses his transition from finance to brewing, the development of a proprietary brewing process to produce flavorful non-alcoholic beers, and the company's rapid growth, including becoming the top-selling non-alcoholic beer in the U.S. (02:00:04) - Sonya Huang, a partner at Sequoia Capital, discusses the current state of artificial general intelligence (AGI), emphasizing that AGI has arrived and urging founders to leverage existing technologies to address real-world problems. She highlights the evolution of AI capabilities, noting recent advancements in long-horizon agents that can persist and iterate towards outcomes without constant supervision. Huang also touches on the shift from product-led growth to agent-led growth, where AI agents autonomously select and utilize the best tools and services, potentially transforming traditional business models. (02:31:46) - Sean Frank, CEO of Ridge Wallet, discusses the company's eagerness to advertise on OpenAI's ChatGPT platform, highlighting the high revenue per user from AI-driven traffic compared to traditional sources. He expresses optimism about the potential of ChatGPT ads to deliver high-intent customers and anticipates that the introduction of ads will further boost organic activity, leading to increased site visits and sales. Frank also touches on the evolving landscape of e-commerce, noting the importance of adapting to new advertising platforms and the potential impact on traditional website traffic. (02:56:05) - ? Timeline Reactions (03:14:14) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, discusses the emergence of AI-native social media agencies that create commercial ads end-to-end using AI, highlighting the efficiency and personalization this approach offers. He notes that Fortune 500 brands are increasingly hiring smaller agencies that utilize Higgsfield's platform to produce customized ads, enabling the creation of thousands of videos at a cost below $1 per video. Mashrabov also addresses the challenges posed by the growing size of video models, which are expected to exceed 100 billion parameters, and emphasizes the importance of integrating performance data to optimize content creation through reinforcement learning.

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

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(03:01) - Microsoft and the AI Power Backlash (30:44) - OpenAI's Superbowl Ad (48:55) - Google Launches Personal Intelligence (01:04:36) - David Ellison Eyes Hollywood Throne (01:29:51) - Brian Chesky, co-founder and CEO of Airbnb, discussed the company's strategic focus on integrating artificial intelligence (AI) to enhance user experiences. He emphasized the importance of developing AI interfaces that go beyond traditional chatbots, aiming for more intuitive and visual interactions. Chesky also highlighted the potential of AI to revolutionize consumer applications, particularly in the travel and living sectors, by offering personalized and seamless services. (01:54:01) - ? Timeline Reactions (02:04:03) - Baiju Bhatt, co-founder of Robinhood and founder of Aetherflux, discusses his new venture's mission to build a power grid in space by deploying satellites in sun-synchronous orbits to collect continuous solar energy and beam it to Earth using infrared lasers. He highlights the advantages of space-based solar power, such as consistent energy generation and the ability to provide power to remote or contested areas, with initial applications targeting Department of Defense needs. Bhatt also reflects on the challenges of transitioning from finance to aerospace, emphasizing the importance of rapid iteration and learning in developing innovative technologies. (02:38:31) - Gabriel Carafa, co-founder and CEO of Noise Labs, discusses the development of Noise, a trading platform that allows users to long or short trends, brands, and ideas by integrating market activity with social data from platforms like TikTok, Instagram, and Twitter to objectively measure cultural relevance. He highlights the platform's ability to identify emerging trends, such as the rise of indie rock music over the past 18 months, and emphasizes the importance of markets in predicting future shifts in relevance, moving beyond traditional social media metrics. Carafa also addresses challenges like distinguishing genuine interest from manipulated data, underscoring the platform's reliance on market-based relevance where users invest capital, thereby reflecting authentic engagement. (02:47:04) - Alfred Wahlforss, co-founder and CEO of Listen Labs, discusses how their AI platform conducts large-scale, personalized interviews to help companies like Chubbies develop better products by understanding customer preferences. He highlights the challenges consumer brands face in gathering meaningful insights and explains how Listen's AI overcomes these by engaging with thousands of customers, providing nuanced feedback that informs product development and marketing strategies. Wahlforss also shares the company's growth, including a 15x revenue increase and raising $100 million, emphasizing their focus on scaling and hiring top talent to meet demand. (03:00:53) - Marc Benioff, the co-founder, chairman, and CEO of Salesforce, is a pioneer in cloud computing and a prominent philanthropist. In the conversation, he discusses the integration of AI into Salesforce's products, highlighting the enhanced capabilities of Slackbot, which now offers advanced reasoning and personalized responses, aiming to significantly boost workplace productivity. Benioff also addresses the broader implications of AI in the enterprise, emphasizing the importance of context-aware AI agents and the need for responsible AI deployment to ensure positive outcomes. (03:32:51) - ? Timeline Reactions

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

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

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(02:19) - Tim Cook's Retirement Rumors (09:11) - AI Needs a (Steve) Jobs (24:54) - Meta Announces Nuclear Partnerships (29:45) - Can AI Solve the Recycling Crisis? (37:51) - a16z's $15B Raise (45:14) - ? Timeline Reactions (01:07:25) - WSJ Mansion Section (01:28:29) - Jeremie Eliahou is a technology analyst at Semianalysis, where he focuses on semiconductors, AI hardware, and datacenter infrastructure. His work is known for deep technical rigor and clear analysis of GPU roadmaps, compute economics, and industry supply chains. (02:01:29) - Jen Kha, Operating Partner and Head of Investor Relations at Andreessen Horowitz, discussed the firm's recent $15 billion fundraise, highlighting the rapid three-month oversubscription driven by strong LP conviction in the AI super cycle. She emphasized the firm's decentralized structure, with specialized funds and teams, allowing nimble operations despite its 600+ employees. Kha also noted that while LPs seek liquidity, they prefer to retain stakes in high-performing companies, choosing to ride their winners rather than cash out prematurely. (02:16:40) - Alex Rampell, a General Partner at Andreessen Horowitz, is a serial entrepreneur who co-founded companies like Affirm and TrialPay. In the conversation, he discusses his entrepreneurial journey, the importance of understanding industry history, and the role of AI in creating defensible business models. He emphasizes that successful entrepreneurs can effectively mobilize resources, possess deep industry knowledge, and are driven by motivations beyond financial gain. (02:32:29) - David George, a General Partner at Andreessen Horowitz, discusses the firm's consistent growth investment strategy, emphasizing a focus on exceptional companies and founders with ambitious visions. He observes a post-COVID shift in founder psychology towards a more intense work ethic, contributing to rapid company growth, particularly in AI-driven sectors. George also notes the rational trend of companies remaining private longer, benefiting from a robust private market and avoiding public market volatility. (02:38:51) - Ben Horowitz, co-founder of venture capital firm Andreessen Horowitz, discusses the enduring challenges of entrepreneurship, emphasizing that despite technological advancements, the fundamental difficulties remain constant. He highlights the firm's evolution to address the expanding tech industry by creating specialized teams focused on areas like AI and crypto, ensuring comprehensive market coverage. Horowitz also reflects on the nature of market bubbles, noting that widespread denial of a bubble's existence often precedes its burst, contrasting past and present market conditions.

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(01:37) - Dimon?s Take on Apple Card (23:11) - VC Winter Deepens (27:47) - Trump?s Greenland Play (41:07) - ? Timeline Reactions (56:51) - Anthropic Raises $10B (01:02:44) - ? Timeline Reactions (01:27:31) - Delian Asparouhov, a Partner at Founders Fund and Co-Founder of Varda Space Industries, discusses the K-shaped distribution in venture capital, where a significant portion of funding is concentrated in a few large companies, leading to fewer deals and companies staying private longer. He highlights the increasing use of Special Purpose Vehicles (SPVs) by venture firms to participate in large funding rounds without traditional fee structures, enhancing relationships with high-profile companies. Additionally, Asparouhov notes the growing role of private companies in defense and space sectors, emphasizing the need for innovation and efficiency in these industries. (01:56:54) - Arun Gupta, co-founder and CEO of Hapiko, has a background in building products that connect people and spark creativity, including founding Grailed, a global fashion marketplace. In the conversation, he discusses the launch of Stickerbox, an AI-powered voice-to-sticker printer designed to bring children's imaginations to life by allowing them to create and print stickers from their spoken ideas. He emphasizes the importance of creating technology that empowers kids to dream bigger and create freely, highlighting Stickerbox's role in fostering hands-on, screen-free play. (02:25:54) - Julie Bush, co-founder and CEO of Valinor Enterprises, discusses her company's innovative approach to the defense and national security sector. Valinor operates as an operational holding company, focusing on addressing overlooked yet critical areas within the defense market by centralizing operations and decentralizing engineering across its subsidiaries. This model enables rapid development and deployment of products, such as power systems for unmanned autonomous systems and combat casualty care solutions, aiming to provide sustainable and enduring solutions in a market often dominated by large-scale projects. (02:38:24) - Winston Weinberg, CEO and co-founder of Harvey, a legal AI company, discusses the evolution of Harvey from serving large law firms to also assisting corporations and mid-market clients by providing an operating system that enables lawyers to deliver services more efficiently and cost-effectively. He highlights the challenges in legal billing, noting that while certain tasks may become less expensive due to automation, the overall legal bill might remain unchanged as lawyers focus more on high-value work. Weinberg also emphasizes the importance of integrating AI into legal processes to enhance reasoning capabilities and streamline workflows, ultimately aiming to transform the legal profession by allowing lawyers to concentrate on complex, high-leverage tasks. (02:51:52) - Yotam Segev, co-founder and CEO of Cyera, a data security company, discusses his background in Israeli Military Intelligence's Unit 8200, where he met his co-founder, Tamar Bar-Ilan, and their shared experience in cybersecurity. He emphasizes the importance of listening to customers to understand their needs and engineering solutions that address complex problems in large enterprises. Segev also highlights concerns about the rapid adoption of AI in enterprises, noting the pressure on security teams and the insufficient security measures from AI providers, which could lead to significant exposures in the coming years. (02:58:24) - Josh Wolfe, co-founder and managing partner of Lux Capital, announced the firm's successful raise of a $1.5 billion fund, marking a significant milestone from their initial $100 million fund over two decades ago. He discussed the current venture capital landscape, noting a bifurcation where smaller funds face extinction while larger firms consider going public, and emphasized Lux Capital's focus on sectors like aerospace, defense, biotech, and AI, highlighting investments in companies such as Anduril and Applied Intuition. Wolfe also expressed optimism about upcoming IPOs in defense tech and AI, underscoring the importance of American capital markets in fostering technological innovation.

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(00:32) - xAI's $20B Series E (13:36) - ? Timeline Reactions (25:34) - Semafor's $30M Funding (31:19) - ? Timeline Reactions (53:37) - The Decline of the American Technology Industry (01:10:07) - Boston Biotech Bubble Bursts (01:14:46) - OpenAI Launches ChatGPT Health (01:27:36) - Vincenzo Landino, founder and managing director of Business of Speed, a motorsport-focused marketing consultancy, discusses his lifelong passion for racing, stemming from his Italian heritage and early exposure to motorsports. He highlights the significant growth in Formula 1's popularity in the United States, attributing it to strategic content initiatives like Netflix's "Drive to Survive" and ESPN's coverage, which have attracted new fans and increased team valuations. Landino also explores the evolving landscape of motorsport investments, noting the rising interest from tech companies and the substantial financial commitments required to enter the sport, emphasizing the unique networking and branding opportunities that ownership and sponsorship in Formula 1 provide. (02:00:51) - Nigel Vaz, CEO of Publicis Sapient, a digital business transformation company, discusses the challenges enterprises face in scaling AI initiatives beyond initial pilots, emphasizing the need for integrated toolchains and data strategies to achieve meaningful transformation. He highlights the importance of leveraging first-party data to enhance customer experiences and drive growth, citing examples from industries like automotive and healthcare. Vaz also addresses the role of AI in advertising, noting the potential for personalized content and the necessity of aligning creative processes with regulatory requirements across different markets. (02:19:23) - Ravi Gupta, a Partner at Sequoia Capital and former COO and CFO of Instacart, announced his plans to start a new company while maintaining his role at Sequoia. He emphasized the transformative impact of AI on industries and the importance of agility and responsiveness for companies to remain competitive. Gupta also highlighted the significance of assembling a strong team and leveraging network effects to build enduring businesses in the rapidly evolving technological landscape. Pat Grady is a partner at Sequoia Capital, where he focuses on early-stage investments in software, fintech, and internet companies. He?s known for working closely with founders on company-building, product strategy, and scaling from zero to one. (02:45:09) - Ben Smith, co-founder and editor-in-chief of Semafor, discusses the profitability of his media startup, emphasizing the importance of delivering trusted, high-quality journalism to an informed audience. He highlights the challenges in the media industry, noting that many newsrooms have added events businesses to compensate for declining web advertising revenues. Smith also shares plans to hire more journalists and expand Semafor's convening business, including hosting a major event in Washington, D.C., in April. (02:58:57) - Jacob Rintamaki, a robotics expert, discusses the rapid advancements in robotics and artificial intelligence, emphasizing their transformative impact on various industries, particularly data centers. He highlights the swift pace of these developments, noting that tasks like server maintenance and cable management are increasingly automated, leading to enhanced efficiency and reduced human intervention. Rintamaki also touches on the broader societal implications, suggesting that as automation becomes more prevalent, industries must adapt to these changes to remain competitive.

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(02:19) - The Death of the Tech Conference (23:27) - Dimon Launches Deregulation Blitz (27:49) - ? Timeline Reactions (01:16:29) - Casey Newton, an American technology journalist and founder of the Platformer newsletter, discusses his investigation into a viral Reddit post alleging unethical practices by food delivery companies, which was later revealed to be a hoax. He details his initial belief in the post's plausibility, his communication with the purported whistleblower, and the red flags that emerged during their interactions. Newton reflects on the challenges posed by AI-generated content in journalism and emphasizes the need for enhanced vigilance and fact-checking in the digital age. (01:33:44) - Alex Epstein is an author and energy commentator best known for The Moral Case for Fossil Fuels, where he argues that affordable, reliable energy is essential to human flourishing. He is the founder of the Center for Industrial Progress and a frequent speaker on energy policy, climate, and economics. (02:09:09) - Jamie Siminoff, founder of Ring, discusses his extensive experience at CES, highlighting his journey from personally constructing early booths to now showcasing professionally built exhibits. He reflects on his 2013 "Shark Tank" appearance, noting that despite initial rejection, Ring evolved into a leading home security company with over 100 million cameras deployed globally. Siminoff emphasizes the integration of AI in Ring's products to enhance user experience by reducing unnecessary alerts and improving the relevance of notifications. (02:31:04) - Jake Paul is an American professional boxer, influencer, and actor who began his career on Vine and YouTube before transitioning into boxing. In the conversation, Paul discusses his venture capital firm, Anti Fund, co-founded with Geoffrey Woo, emphasizing their founder-first approach and commitment to providing value beyond capital, such as expertise in distribution and marketing. He also highlights their investment in OpenAI's SORA project, where they contributed to the platform's functionality and launch strategy, leveraging their social media experience to enhance user engagement. (02:49:14) - Matt Pavelle, co-founder and CEO of Doctronic, has over 25 years of experience in building startups, including the e-commerce unicorn Moda Operandi. In the conversation, he discusses Doctronic's AI-powered healthcare platform, which has conducted over 20 million consultations for 2 million patients, offering free AI interactions and access to licensed doctors across all 50 states. He highlights the platform's ability to provide timely medical advice, noting that users engage with the system multiple times a month, and shares that in Utah, Doctronic's AI is legally authorized to renew prescriptions without doctor oversight. (03:06:29) - David Senra is the creator and host of the Founders podcast, where he distills lessons from biographies of history?s most successful entrepreneurs. He?s known for his intense focus on long-term thinking, obsession with craft, and the habits that drive exceptional founders. Lulu Cheng is a venture capitalist and writer known for sharp analysis on technology, startups, and ambition. She has worked in both investing and operating roles and is widely followed for her candid commentary on founder psychology, power, and the realities of building companies.
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(02:25) - Dan Wang's Annual Letter (43:08) - Meta Acquires Manus (59:33) - Nvidia's $20B Groq Deal (01:10:48) - Doordash Responds to Reddit Firestorm (01:43:53) - California Wealth Tax Targets Billionaires (02:00:54) - Scott Belsky's 12 Outlooks for the Future (02:27:20) - ? Timeline Reactions (02:32:31) - Justin Mares, co-founder and CEO of Truemed, is a wellness entrepreneur dedicated to making preventive healthcare more accessible by enabling individuals to use HSA/FSA funds for health-promoting products and services. In the conversation, he discusses Truemed's recent $34 million Series A funding led by Andreessen Horowitz, the company's mission to shift healthcare spending towards prevention, and the growing adoption of HSAs and FSAs for proactive health investments.

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

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

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Polymarket - https://polymarket.com

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Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

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Gemini - https://gemini.google.com

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

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

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Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

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

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

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Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

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

(00:30) - ? Timeline Reactions (05:02) - OpenAI in talks at $750B (08:56) - WB Board Questions Paramount's Funding Stability (23:03) - ? Timeline Reactions (55:03) - Brian Armstrong and Tarek Mansour are the co-founders of Coinbase, one of the world?s largest cryptocurrency platforms. Armstrong, a former Airbnb engineer, serves as CEO and has been a leading advocate for mainstream crypto adoption, while Mansour, Coinbase?s CTO, architected much of the company?s core infrastructure and security systems. (01:11:58) - ? Timeline Reactions (01:44:16) - Simon Hørup Eskildsen, co-founder and CEO of turbopuffer?a serverless vector and full-text search platform?discusses the company's recent addition of Thrive Capital as an investor, emphasizing their preference for a concentrated cap table with long-term partners. He highlights the importance of customer satisfaction over fundraising figures, sharing a positive testimonial from Notion's co-founder, Akshay Kothari, about turbopuffer's impact on product development. Eskildsen also notes the company's growth to 22 employees and their focus on scaling infrastructure to handle increasing data demands in AI applications. (02:01:48) - ? Timeline Reactions

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AdQuick - https://adquick.com

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Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

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fal - https://fal.ai

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

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

TBPN.com is made possible by:

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Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN: 

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

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

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

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AdQuick - https://adquick.com

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Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

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

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

TBPN.com is made possible by:

Ramp - https://ramp.com

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Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN: 

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

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

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

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AdQuick - https://adquick.com

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Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.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 under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11?2 PT on X and YouTube, with each episode posted to podcast platforms right after. 

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

TBPN.com is made possible by:

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Figma - https://figma.com

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Linear - https://linear.app

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Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN: 

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

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

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

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Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN: 

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

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

Our favorite moments from today's show, in under 30 minutes. 

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Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
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Gemini - https://gemini.google.com

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

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

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

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(00:28) - H200 Exports Resume (07:20) - China-Linked AI Chip Smuggling (14:43) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the Federal Reserve's recent 25 basis point interest rate cut, highlighting internal divisions within the Fed's rate-setting committee, with three members dissenting?two favoring no change and one advocating a deeper cut. He also examines the potential impact of future rate cuts on long-term yields, noting that aggressive short-term cuts could lead to higher long-term rates due to inflation expectations, which may not provide the desired economic stimulus. (34:20) - Warner Deal Drags (43:29) - Meta AI Chafe Gate (59:04) - Ben Smith is a veteran American journalist and media executive. He is the co-founder and editor-in-chief of Semafor, the global news platform launched in 2022. Previously, he was the media columnist for The New York Times (2020?2022) and before that the founding editor-in-chief of BuzzFeed News (2012?2020). Earlier in his career he covered politics for Politico and other outlets, helping pioneer digital-era political journalism. (01:40:43) - Matt Hicks, who became Red Hat's President and CEO in July 2022, discusses the company's evolution from offering only Red Hat Enterprise Linux (RHEL) to a diverse portfolio including OpenShift, Ansible, and Red Hat AI. He emphasizes Red Hat's focus on smaller, open-source AI models that are more manageable and cost-effective for enterprises compared to larger frontier models. Hicks also highlights the importance of building authentic open-source communities and the value of long-term commitment within a company, drawing from his own 20-year tenure at Red Hat. (02:00:58) - Stephen Schwartz, CEO of WAP, discusses the company's rapid growth, noting that to achieve a 50% increase in business, they must add over $1 billion in earnings annually. He highlights their aggressive international expansion and strategic partnerships, including a recent collaboration with Micro One to enhance their platform's capabilities. Schwartz also emphasizes the company's focus on integrating AI throughout their platform to simplify operations and support users in starting businesses more efficiently. (02:20:46) - ? Timeline Reactions (02:29:02) - Saam Motamedi, a General Partner at Greylock Partners, focuses on early-stage investments in enterprise software, particularly in AI, cybersecurity, and data infrastructure. He discusses the current venture capital landscape, noting a shift towards a smaller number of firms concentrating on long-term partnerships with founders, emphasizing the importance of enduring commitment in the industry. Motamedi also highlights the transformative impact of AI on enterprise software, suggesting that new pricing models, interfaces, and data structures are creating opportunities for startups to disrupt established companies. (02:41:08) - Nicholas Kelez, CEO and CTO of xLight, discusses the company's mission to develop the world's most powerful free-electron lasers to revolutionize semiconductor manufacturing by enhancing lithography processes, making chip production more efficient and cost-effective. He highlights the strategic partnership with former Intel CEO Pat Gelsinger, who has significantly contributed to xLight's growth and leadership development. Kelez also emphasizes the importance of the recent $150 million Letter of Intent with the U.S. Department of Commerce, which will accelerate the development of their prototype and advance their first commercial products. (02:48:17) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the launch of duPont REGISTRY Live, an online auction platform offering a 100% sell-through guarantee and a 14-day return policy for buyers. He highlights the company's recent $34 million capital raise to support this initiative and mentions plans to expand their Nashville facility to 65,000 square feet for vehicle inspections and certifications. Tessier also shares insights into the growing luxury car market, referencing a forthcoming report estimating the U.S. market at $110 billion, with expectations to double in the next decade. (02:56:53) - Filip Kaliszan, CEO and co-founder of Verkada, discusses his company's mission to enhance physical security through AI and integrated hardware solutions like cameras and access controllers, serving clients such as enterprises, schools, and government buildings. He highlights the company's growth since its 2016 inception, now boasting over 30,000 global customers, including 100 of the Fortune 500, and emphasizes the importance of on-device processing to manage data efficiently and cost-effectively. Kaliszan also touches on the potential role of AI and robotics in security, the company's flexible pricing for nonprofits, and future plans, including a potential public offering. (03:14:24) - ? Timeline Reactions

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

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

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

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Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com 

Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN: 

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https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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