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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

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

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

(01:17) - Big Companies Are Hiring Again (09:58) - ? Timeline Reactions (20:19) - NVIDIA $50B Tenant (23:33) - The Three Anthropic Proposals (35:00) - Tae Kim discusses negative sentiment around AI and semiconductor stocks, arguing that sensationalized headlines obscure strong underlying demand for compute, memory, and data-center infrastructure. He remains bullish on Nvidia and the broader AI trade, predicting that agentic AI, recursive self-improvement, and growing enterprise adoption will drive substantial investment and revenue growth. (01:06:32) - Kansas Town Splits Over Nuclear Reactor (01:10:58) - Ben Zweig, a labor economist and founder of workforce data company Revelio Labs, discusses how AI is reshaping hiring, employment, and workplace tasks. He explains that AI adoption generally correlates with company growth, while creative freelancing and task-based work face greater disruption, and AI-generated job applications are making it harder for employers to identify qualified candidates. (01:29:22) - Aakash Thumaty, founder and CEO of Takeoff, discusses the company?s rapid growth from near-zero to almost eight figures in revenue and its acquisition by Sierra. He explains Takeoff?s autonomous, revenue-generating AI agents, outcome-based pricing model, deep customer integrations, and how its technology is evolving into Sierra?s new Horizon product. (01:45:30) - Zuckerberg Backs AI For All

TBPN is made possible by:

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

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Codex - http://openAI.com/codex

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

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

(00:26) - Open Source vs. Closed Source (38:51) - Mega-Startup School (45:02) - Luke Knight & Ronan Chambers discuss building ETN, the European Technology Network, and raising $1.6 million at a $9 million post-money valuation. They outline ETN?s new studio, live-show model, and ambitions to expand into events, recruitment, investing, and other media verticals while highlighting the fun and challenges of producing a daily podcast. (01:00:15) - Gary Vaynerchuk is an entrepreneur, investor, and creator of VeeFriends. Gary Vaynerchuk discusses the rise of independent creators, emerging sports leagues, collectible culture, and the opportunities created by AI, emphasizing his ability to anticipate consumer trends and his ambition to build VeeFriends into a major entertainment franchise. (01:32:40) - Jonathan Jacobi discusses emerging from stealth with a 26-person AI robotics startup, backed by a $71 million seed round. He explains its AI-powered robotic experiences, software-first foundation models, hardware-agnostic approach, and early commercial opportunities in logistics, entertainment, and healthcare. (01:42:48) - Dean Meyer discusses America?s growing dependence on Chinese open-source AI models, which may benefit from distillation of proprietary U.S. systems. The Sequoia Capital investor highlights the need for a legally supported American open-model ecosystem while warning of dependency, security, and potential backdoor risks. (01:53:43) - Brent Franson discusses Death Clock, the AI-powered longevity company he founded and leads, which predicts users? life expectancy and creates personalized health plans. He explains its provocative branding, free nationwide blood testing, emphasis on essential biomarkers, and vision of using AI to make personalized healthcare more accessible while cautioning against overtesting and risky health experimentation. (02:06:06) - Matej Cernosek discusses Andrenum, a defense technology company building scalable sonar hardware and software for undersea surveillance. He highlights its $18 million Series A, rapid product development, successful naval deployments, and integration of low-cost buoys, machine learning, and command-and-control systems to detect submarines and other underwater vehicles. (02:16:23) - Justin Boitano, NVIDIA?s vice president of enterprise AI, discusses the Open Source AI Alliance and how open models, evaluations, and cybersecurity tools can strengthen collective defense. He argues that open and proprietary models complement each other, enabling enterprises to improve security, reduce costs, customize AI, and foster innovation through transparent testing and collaboration.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

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

(03:31) - Oliver Cameron, co-founder and CEO of Odyssey, discusses the development of foundational world models?AI systems capable of understanding physics, causality, and human behavior?to enhance various industries, including robotics, gaming, and autonomous vehicles. He highlights the limitations of current AI systems, which are often narrowly trained, and advocates for more generalized models that can be fine-tuned for specific tasks. Cameron also emphasizes the importance of diverse data sources in training these models to ensure robustness and adaptability across different applications. (21:09) - Mohammad Norouzi, CEO and co-founder of Ideogram, discusses the company's mission to enhance creativity through generative AI, focusing on design and marketing applications. He highlights the challenges of achieving consistency in AI-generated images, particularly for brand marketing and product design, and emphasizes the importance of data sovereignty for enterprises, noting that Ideogram's compact, open-weight models can be hosted on-premises to address these concerns. Norouzi also mentions Ideogram's collaboration with AMD to optimize their models for AMD's hardware, tailoring model architectures to balance price, performance, and latency. (31:42) - Anjney Midha is the founder of AMP PBC, an AI infrastructure startup, and a former general partner at Andreessen Horowitz. In the transcript, he discusses the importance of "output maxing" in AI development, emphasizing the need for efficient utilization of computational resources to maintain a competitive edge. He highlights that only 15% of data center capacity in the U.S. is utilized, calling this underutilization a national security concern, and advocates for smarter, more efficient use of existing infrastructure to stay at the forefront of AI advancements. (55:12) - ? Timeline Reactions (01:27:52) - Lisa Su, born in Taiwan and raised in the U.S., is the chair and CEO of AMD, renowned for revitalizing the company since 2014. In the conversation, she highlights the rapid evolution of AI, emphasizing the need for AMD to accelerate its technology roadmaps to meet market demands. Su also underscores AMD's commitment to building great products through collaboration and open ecosystems, reflecting the company's culture of partnership and innovation.
TBPN is made possible by:

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Console - https://www.console.com

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.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

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

This is our full interview with Travis Kalanick.

We discuss his new $1.7 billion funding round, why he's betting on industrial AI instead of consumer AI, how autonomous mining can increase productivity by 30 to 40%, why he believes AI will make food dramatically cheaper, what he looks for when hiring executives, lessons from scaling Uber, the future of robotics, AI regulation, and why he commutes to work on a jet ski.

TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codex

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

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

(01:52) - HackingFace (17:48) - ? Timeline Reactions (29:02) - White House Puts $5B into AI Science (33:48) - ? Timeline Reactions (44:55) - Veeral Patel, Director of Software Engineering at Ramp, discusses the launch of Ramp Router, a tool developed internally over three years to optimize AI model selection and token cost management. He explains how Ramp Router allows enterprises to dynamically route tasks to the most efficient AI models, balancing factors like latency, cost, and performance. Patel emphasizes that this product aligns with Ramp's mission to help companies save time and money, extending their expertise from expense management to AI token spend optimization. (55:35) - Lin Qiao, co-founder and CEO of Fireworks AI, announced the company's recent $1.5 billion fundraising round, emphasizing their focus on building a specialized intelligence platform that enables enterprises to transform private data into customized AI models optimized for speed and cost. She highlighted the industry's shift from general to specialized AI solutions, stressing the importance of companies maintaining control over their proprietary data to develop durable businesses. Qiao also discussed the challenges of scaling AI applications efficiently, noting that without careful management, even successful products risk scaling into bankruptcy due to high operational costs. (01:05:36) - Jason Fried is the co-founder and CEO of 37signals, a Chicago-based software company known for creating project management and communication tools like Basecamp and HEY. In the conversation, Fried discusses his passion for classic cars, sharing experiences with his 1979 Porsche 928 and reflecting on past decisions regarding vehicle trades. He also touches on the challenges of purchasing vintage cars through auctions, emphasizing the importance of thorough inspections to avoid unforeseen issues. (01:31:41) - Travis Kalanick is the co-founder and former CEO of Uber, which he helped grow into a global ride-hailing giant. He now leads Atoms, an industrial robotics and ?physical AI? company spanning food automation, mining, and transportation, built from the parent company behind CloudKitchens. (02:17:29) - Max Hodak, founder and CEO of Science Corporation, discusses the recent European marketing approval for their retinal prosthesis designed to restore vision in patients with age-related macular degeneration. He outlines the upcoming steps for commercialization in Europe, including country-specific registrations and surgeon training, and mentions the expedited approval pathway in the U.S. through the FDA's humanitarian device exemption. Hodak also highlights ongoing research and development efforts to enhance the implant's capabilities, aiming for higher resolution, expanded field of view, and color perception.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://x.com/tbpn

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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

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

(01:58) - China's AI Push Sounds Alarms (36:37) - Should You Recline Your Airplane Seat? (42:47) - ? Timeline Reactions (51:39) - Ferdinand Dabitz, the 25-year-old CEO of Augustus Bank, discusses the company's recent $180 million Series B funding round, which elevated its valuation to $1 billion. He highlights Augustus's mission to "dollarize the world" by modernizing correspondent banking through AI and stablecoin technologies, aiming to provide efficient dollar access globally. Dabitz also emphasizes the strategic importance of dollarization in enhancing U.S. soft power and combating inflation. (58:53) - Kaiwei Tang, co-founder and CEO of Light Phone, discusses the company's mission to create minimalist mobile devices that help users disconnect from the attention-driven economy of traditional smartphones. He emphasizes the importance of technology serving as a tool without exploiting user attention, highlighting features like calling, texting, and music playback without ads or data tracking. Tang also notes a growing trend among younger generations seeking simpler devices, indicating a shift towards more intentional technology use. (01:12:30) - Chris Best, founder and CEO of Substack, discusses the proliferation of AI-generated content, or "slop," on the internet and its impact on reader trust. He emphasizes the importance of transparency in content creation, advocating for clear disclosure when AI tools are used to maintain authenticity and value. Best also highlights Substack's commitment to fostering genuine human connections and perspectives, believing that as AI-generated content becomes more prevalent, the value of trusted human-authored content will increase. (01:32:38) - Steven Schwartz is the co-founder and CEO of Whop, a platform that enables creators, developers, and online businesses to sell digital products, software, communities, and memberships. He focuses on building infrastructure for the internet economy, helping entrepreneurs monetize digital businesses through a unified marketplace and payments platform. (01:54:08) - Katie Roof, editor at Business Insider, discusses her recent appointment and the publication's strategic shift towards more exclusive content under Editor-in-Chief Jamie Heller. She highlights the increasing competition in journalism, emphasizing the importance of original reporting and human skills in an AI-influenced media landscape. Roof also notes the growing public interest in AI and venture capital, underscoring the need for accurate and insightful coverage in these areas. (02:02:48) - ? Timeline Reactions (02:10:31) - Zavain Dar, co-founder of Dimension, discusses the firm's recent $800 million fundraise, bringing their total assets under management to $1.65 billion. He highlights Dimension's focus on investing at the intersection of technology and life sciences, supporting companies that integrate computing with biology. Dar also addresses the evolving landscape of biotech, emphasizing the role of AI in drug discovery and the redefinition of disease treatment, while cautioning against the unregulated use of peptides and hormone mimetics. (02:23:18) - Chad Edwards, co-founder and CEO of CuspAI, a Cambridge-based AI startup, discusses the company's mission to revolutionize materials discovery through generative AI, enabling the rapid development of new materials for applications like semiconductors and climate technologies. He highlights their recent $450 million Series B funding, valuing CuspAI at $2.6 billion, with investors including Jeff Bezos' Bezos Expeditions, Kleiner Perkins, and NEA. Edwards also explains their innovative business model, securing royalties in customer contracts to share in the commercial success of the materials developed using their platform.

TBPN is made possible by:

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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

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

(01:35) - The AI Cold War (33:40) - Odyssey Rips (44:19) - ? Timeline Reactions (55:54) - 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. He discusses the inevitability of open-source AI, emphasizing that attempts to ban it are futile due to its global proliferation, particularly from China. He also highlights the challenges Europe faces in competing with Chinese industries, suggesting that imposing tariffs may not be an effective solution. (01:31:26) - Danny Yeung, CEO and co-founder of Prenetics, discusses the rapid growth of IM8, a health supplement brand co-founded with David Beckham, achieving $100 million in annual recurring revenue within 11 months and projecting over $200 million in its second year. He attributes this success to a global launch strategy, shipping to 31 countries from day one, and highlights a $1 billion growth commitment from General Catalyst, emphasizing the importance of strong retention cohort data for predictable future revenue. (01:37:48) - Connor Love, a former U.S. Army Captain with a deployment to Northern Iraq in 2019, has transitioned into venture capital, focusing on frontier technologies such as defense, space, manufacturing, and autonomous systems. In the conversation, he discusses his new role at Andreessen Horowitz, emphasizing the firm's commitment to supporting entrepreneurs in the American dynamism sector, and highlights the significant growth potential in defense and space markets, underscoring the need for substantial manufacturing capabilities to meet future demands. (01:51:57) - Kahlil Lalji, CEO and co-founder of Natural, discusses the company's $30 million Series A funding led by Forerunner and its mission to build payments infrastructure for agents. He explains that Natural enables agents to store balances, make payments, and perform transfers, with plans to expand capabilities like collecting card information over the phone. Lalji emphasizes the potential for agents to handle a majority of global payment volume in the next decade, positioning Natural to become a comprehensive financial platform encompassing banking, payment processing, and networking services. (02:00:06) - Tarek Mansour, co-founder and CEO of Kalshi, discusses the platform's significant engagement during the World Cup, noting it generated more brand impressions than major companies like Coca-Cola and Adidas, and even surpassed ChatGPT and Instagram in search volume. He attributes this success to a dynamic, adaptable strategy executed by a lean team, emphasizing rapid response to unfolding events. Additionally, Mansour introduces Kalshi's launch of GPU futures, aiming to establish a forward curve for compute resources, enabling stakeholders to hedge risks and make informed investment decisions in the evolving compute market. (02:20:12) - Tony Zhao, co-founder and CEO of Sunday Robotics, discusses the company's latest advancements in household robotics, highlighting a 99.1% success rate in folding laundry across 785 autonomous attempts. He introduces the concept of "Large Laundry Models" (LLM), emphasizing the robot's ability to generalize tasks and learn new folding methods from a single demonstration. Zhao also addresses the importance of defining performance metrics in robotics, distinguishing between success rates in controlled environments versus real-world applications. (02:31:56) - ? Timeline Reactions

TBPN is made possible by:

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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

This is our full interview with Tyler Cowen.

We discussed why he believes banning Chinese open source AI is impossible, the rise of "AI maniacs," why Europe is quietly becoming an AI powerhouse, the future of jobs in an AI economy, why data centers are good for local communities, AI-generated religions, the gambling boom, economic "vibecession," and much more.

TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codex

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

Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

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

(01:38) - TML Inkling (11:31) - ? Timeline Reactions (15:15) - California Forever? (17:27) - TSMC Capex (18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, and Vista Equity Partners, backing companies including Anthropic, Rippling, Flock Safety, SpaceX, and Chainguard. (48:32) - Eric Glyman is the co-founder and Co-CEO of Ramp, the AI-powered finance automation platform helping businesses manage spending, accounting, procurement, and corporate cards. Previously, he co-founded Paribus, which was acquired by Capital One, and is known for building software that helps companies save both time and money through automation. (01:07:19) - ? Timeline Reactions (01:16:36) - Jordan Black is the co-founder and CEO of Senra Systems, a company applying AI and advanced software to modernize precision manufacturing for aerospace and defense. He focuses on building automated, software-defined factories that dramatically accelerate the production of complex, high-performance components for the next generation of industrial and defense technologies. (01:28:29) - David Baszucki is the co-founder and CEO of Roblox, the online platform where users create, share, and play millions of interactive 3D experiences. An engineer and longtime software entrepreneur, he previously co-founded Knowledge Revolution and has led Roblox?s growth into one of the world?s largest gaming and creator platforms.

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

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

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(00:23) - Stripe x PayPal (11:40) - OpenAI's First Device (15:44) - John's Business Ideas (23:15) - Chip: The Robot Car (30:27) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the political news series "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the potential consequences of prediction markets on flight delays, expressing concerns about possible manipulation and ethical issues. He also addresses the growing public opposition to data centers, highlighting the need for tangible benefits to local communities to mitigate backlash. Additionally, Enjeti emphasizes the importance of national permitting reform to address the housing crisis, advocating for streamlined approvals to facilitate the construction of affordable housing. (01:02:35) - George Kailas, founder and CEO of Aon Fund, has a background in value investing and AI, having previously led Prospero AI, a hedge fund-level AI research desk. He discusses launching an AI-powered hedge fund that leverages signal libraries from Prospero, creating thousands of strategies to work across various markets, with plans to launch in August or September. Kailas also highlights the importance of data compression and containerization in managing alternative data sets, aiming to minimize training costs while broadening data exploration. (01:08:28) - Mukund Jha, CEO of Emergent, discusses the company's AI platform that enables non-technical business owners to build and deploy production-grade applications, recently securing a $130 million Series C funding at a $1.5 billion valuation. He highlights that 80% of their users are non-technical, spanning industries from healthcare to manufacturing, and emphasizes the platform's role in helping small and medium businesses digitize operations by creating custom tools like CRMs and inventory management systems. Jha also notes the platform's global reach, with revenue evenly distributed across North America, Europe, and Asia, and mentions the growing excitement for AI adoption in India, while acknowledging potential future shifts in employment trends as AI becomes more powerful. (01:19:49) - Russ Tedrake, co-founder and CEO of Walden Robotics, is a former MIT professor and ex-SVP of Robotics at Toyota Research Institute. He discusses Walden's emergence from stealth with a $300 million seed round, valuing the company at $1.1 billion, and highlights their deployment of general-purpose AI robots in manufacturing, emphasizing partnerships with industry leaders like Toyota, Boeing, and Samsung. Tedrake underscores the importance of integrating physical AI into existing manufacturing processes to enhance efficiency and adaptability. (01:30:56) - Glenn Youngkin, former governor of Virginia and ex-co-CEO of The Carlyle Group, has joined Red Cell Partners as partner and chairman. He discusses Red Cell's innovative approach to venture capital, emphasizing the integration of founders within the firm to scale businesses in healthcare, cyber, and national security sectors. Youngkin highlights the importance of backing visionary leaders and fostering collaboration to drive transformative advancements in these critical industries.

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

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

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

(00:21) - IBM Nukes (07:36) - Demis Govt Plan (20:08) - NY Pauses AI Datacenters (25:38) - Can Pretty Data centers Win? (27:58) - Clanker Whales (29:23) - Dylan Byers, a founding partner and senior correspondent at Puck, is known for his in-depth coverage of the media industry. He discusses the challenges David Ellison faces in merging Warner Brothers Discovery with Paramount, highlighting opposition from Democratic state attorneys general, particularly California's Rob Bonta, who seeks to block the deal on grounds that Byers argues are outdated given the current media landscape. Byers also touches on the potential for Hollywood studios to relocate operations in response to regulatory pressures, emphasizing the evolving nature of the entertainment industry. (59:54) - Noah Schochet, co-founder and CEO of TerraFirma, discusses how he and his co-founder, both former SpaceX engineers, founded the company to revolutionize the construction industry by integrating robotics and automation to accelerate building processes. They retrofit existing heavy machinery with custom-built software and hardware, enabling remote operation and increased efficiency. Schochet emphasizes that while full autonomy may not be cost-effective due to construction's numerous edge cases, achieving approximately 75% autonomy with human oversight can significantly enhance productivity. (01:10:58) - Saam Motamedi, a partner at Greylock Partners, focuses on early-stage investments in AI, cybersecurity, and enterprise software. He discusses Greylock's new $1.5 billion fund, Greylock 18, aimed at supporting early-stage founders, particularly in AI. Motamedi emphasizes the vast opportunities in AI across the technology stack, from foundational models to applications, and highlights the potential for multiple significant winners in emerging categories due to the transformative impact of AI on various industries. (01:21:48) - Ioannis Antonoglou, co-founder, president, and CTO of Reflection AI, previously served as a founding engineer at DeepMind, contributing to projects like AlphaGo and AlphaZero. In the conversation, he discusses Reflection AI's mission to develop frontier open models, emphasizing the need for exceptional talent and substantial computational resources, exemplified by their recent billion-dollar deal with Nubius. He also reflects on the rapid advancements in AI over the past 15 years, highlighting the importance of adaptability and the exponential nature of progress in the field. (01:31:25) - Jack Dent, co-founder and president of Chai Discovery, discusses the company's development of an AI-driven platform for molecular design, likening it to a "Computer Aided design suite for molecules" that enables the creation of new medicines. He highlights the platform's focus on the pharmaceutical industry, emphasizing its potential to revolutionize drug discovery by designing molecules that can effectively target diseases. Dent also notes the rapid advancements in AI models for drug discovery, citing a significant improvement in success rates from 0.1% to 16% over the course of 2025. (01:44:50) - Evan Burns & Jamie Seltzer. Evan Burns, CEO and co-founder of State Affairs, discusses the company's mission to provide real-time insights into policy and regulatory changes affecting businesses, aiming to shift companies from reactive to proactive engagement in the legislative process. He highlights the challenges of navigating antiquated state government systems and the importance of having on-the-ground journalists to gather timely information. Burns also mentions their recent $70 million funding round led by Coatue and Founders Fund, emphasizing plans to expand coverage to city and international levels. Jamie Seltzer is the co-founder of State Affairs, an AI-powered policy intelligence platform that combines original statehouse reporting with AI to help governments, businesses, and advocacy organizations track and understand legislation across all 50 states. He is also a general partner at LightShed Ventures, investing in technology, media, and communications companies. (01:56:57) - Tyler Page, CEO of Cipher Digital, discusses the company's transformation from bitcoin mining to developing AI data centers, highlighting their current projects totaling 700 megawatts across three sites in West Texas. He emphasizes the importance of site selection, community engagement, and addressing concerns such as water usage and noise, noting that Cipher strives to be a good neighbor by contributing to local infrastructure and ensuring minimal environmental impact. Page also outlines the company's capital market strategy, detailing their approach to financing and partnerships with hyperscalers like AWS and Google.

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

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Public - https://public.com

Cisco - https://www.cisco.com

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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

(00:39) - Apple vs OpenAI (25:24) - Paramount Threatens to Leave CA (42:48) - ? Timeline Reactions (45:39) - Alexis Ohanian, co-founder of Reddit and venture capitalist, discusses the enduring value of live events in the age of AI, emphasizing that human experiences like sports and theater remain irreplaceable. He highlights his investments in women's sports, such as Angel City FC, and the track and field league Athlos, aiming to modernize and elevate these domains. Ohanian also touches on the growth of sports betting, expressing concerns about its societal impact and the need for thoughtful regulation. (01:10:19) - Morgan Housel is a partner at The Collaborative Fund and the New York Times bestselling author of "The Psychology of Money," with his works translated into over 60 languages and selling over 12 million copies. In the conversation, Housel discusses the psychology behind the rise in sports betting, noting that when individuals perceive limited options in life, they become more risk-seeking, leading to increased gambling activities. He also highlights the impact of technological advancements, such as the accessibility of day trading platforms, which have made gambling more prevalent across generations. (01:47:34) - Mark Gurman, a renowned technology journalist specializing in Apple Inc., discusses the recent lawsuit Apple filed against OpenAI, alleging the theft of trade secrets and confidential information. He highlights that OpenAI has recruited over 400 former Apple employees, including key figures like Tang Tan, OpenAI's Chief Hardware Officer, who is accused of soliciting proprietary information during interviews and coaching departing Apple employees on evading security protocols. Gurman emphasizes the significant impact this legal battle could have on both companies, especially as OpenAI ventures into hardware development using alleged misappropriated Apple technologies. (02:12:25) - Nico Christie & Michael Jarman. Nico Christie, co-founder and chief product officer of Fundamental Research Labs, discusses the development of Shortcut, an AI-powered Excel agent designed to automate complex spreadsheet tasks for finance professionals. He highlights Shortcut's ability to build financial models in minutes, achieving over 90% formula accuracy through multi-agent verification, and its integration as a native Excel plugin that preserves existing macros and VBA code. Christie also emphasizes Shortcut's continuous improvement, noting a 20% performance gain since launch due to daily updates enhancing agentic performance, user experience, and accuracy. Michael Jarman is a financial modeling expert and the 2024 Microsoft Excel World Champion, winning the title at the Microsoft Excel World Championship in Las Vegas after defeating a field of the world's best spreadsheet competitors. A financial modeling director based in Toronto, he is known for his mastery of advanced Excel, financial modeling, and high-speed spreadsheet problem solving. (02:24:51) - ? Timeline Reactions

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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(00:18) - SK Hynix Rallies in Trading Debut (04:00) - GPT-5.6 Stories (19:28) - ? Timeline Reactions (45:30) - Phoebe Gates Accused of Fake Sales (01:05:34) - China Launches First Reusable Rocket (01:08:09) - Costco Cashier Becomes Millionaire (01:12:01) - Love Island Prediction Markets (01:18:01) - SONOS Layoffs (01:22:28) - ? Timeline Reactions (01:28:53) - Hollywood Chases Internet Horror (01:38:34) - AI Songs May Get Labels (01:40:56) - ? Timeline Reactions (01:43:23) - Kim Renovates Nine Mansions (01:47:20) - ? Timeline Reactions

TBPN is made possible by:

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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

(00:52) - Meta Releases Muse 1.1 (02:01) - GPT-5.6 Sol Reactions (14:49) - Meta Prices AI to Win (29:24) - Eric Seufert, a prominent analyst and founder of Mobile Dev Memo, discusses Meta's strategic use of AI in advertising to enhance ad performance and address investor skepticism. He emphasizes the importance of Meta's proprietary data in training AI models to create ads that are uniquely effective, thereby demonstrating the tangible benefits of their AI investments. Seufert also highlights the potential for AI-generated creative to alleviate bottlenecks in ad production, ultimately driving significant revenue growth for Meta. (55:53) - Bernt Øivind Børnich, founder and CEO of 1X Technologies, has led the company since its inception in 2014, focusing on developing humanoid robots like NEO for consumer use. In the conversation, he discusses the launch of NEO, emphasizing its advanced, human-like hand design achieved through in-house development of miniaturized motors and tendons, and highlights the importance of creating robots that safely and effectively interact with the world to enhance AI capabilities. He also touches on the company's commitment to vertical integration, enabling rapid iteration and production scaling, and expresses excitement about the imminent shipping of NEO to consumers. (01:08:39) - Josh Lindgren, Head of the Podcast Department at Creative Artists Agency (CAA), began his career as a music agent before transitioning to podcast representation in 2014. In the conversation, he discusses the exponential growth of the podcast industry, the increasing integration of video into podcasting, and the evolving definitions of media formats. He also highlights the importance of creators having a clear purpose for their podcasts and the potential benefits of live shows in strengthening audience relationships. (01:29:05) - Jeffrey Morgan, CEO and co-founder of Ollama, discusses how their open-source platform enables developers to run large language models locally, facilitating rapid adoption among Fortune 500 companies due to enhanced security and compliance. He highlights the $65 million Series B funding led by Tamash Tungas, emphasizing plans to expand the team and invest in secure, US- and Europe-based hosting solutions. Morgan also addresses the evolving landscape of open-source models, noting the narrowing gap between open and frontier models, and the importance of providing developers with the right tools to deploy and manage these models effectively. (01:39:32) - Thibault Sottiaux, OpenAI's Head of Core Products and Platform, discusses the recent launch of ChatGPT Work, highlighting its enhanced capabilities in coding, cybersecurity, and long-context understanding. He emphasizes the model's improved efficiency and its ability to comprehend human intent with shorter prompts, making it more accessible to users without technical expertise. Sottiaux also notes the development of multi-agent setups, introduced as Ultra mode, where multiple agents collaborate to complete tasks more efficiently. (01:54:03) - Sean Frank is the CEO of Ridge Wallet, a company specializing in minimalist wallets and accessories. In the conversation, he discusses Ridge's expansion into products like travel gear and men's wedding rings, the impact of AI on advertising and inventory management, and the evolving landscape of e-commerce, including the challenges faced by luxury brands and the rise of platforms like TikTok Shop.

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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

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

This is our full conversation with Ben Thompson.

We discuss why Microsoft's Xbox strategy failed, why he thinks GTA 6 should cost $200, how console wars shaped the modern gaming industry, what went wrong with Xbox Game Pass, why AI is reshaping competition across tech, the future of Microsoft's gaming business, and why regulators often block mergers at exactly the wrong time.

TBPN is made possible by:
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Cisco - https://www.cisco.com
Console - https://www.console.com
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codex

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(00:41) - Coatue Bets Big on Blue Origin (05:39) - Cheaper Vision Pro Dead (14:04) - Getty x Shutterstock Deal Dies (21:17) - Empty IBM Campus Goes Viral (28:52) - ? Timeline Reactions (32:44) - OpenAI Launches GPT-Live (36:21) - GPT-5.6 Goes Public This Week (41:16) - Vincent Weisser, co-founder and CEO of Prime Intellect, announced the company's $130 million Series A funding at a $1 billion valuation, aimed at building an open superintelligence stack. He discussed how Prime Intellect provides a comprehensive platform for training, deploying, and continuously improving AI models, enabling enterprises to develop their own AI agents without relying on closed-source frontier models. Weisser highlighted the company's rapid growth, achieving an annualized revenue run rate of over $100 million, and emphasized the importance of decentralized AI development for broader accessibility and innovation. (01:01:31) - Ben Thompson, founder of Stratechery, discusses Microsoft's Xbox strategy, highlighting the company's shift from traditional console sales to a subscription-based model with Xbox Game Pass. He critiques this approach, noting that while it aimed to attract a broader audience, it primarily cannibalized existing sales without significantly expanding the market. Thompson suggests that Microsoft's substantial investments in acquisitions and Game Pass have not yielded the expected growth, leading to internal challenges and strategic reevaluations. (01:29:28) - Rodrigo Liang, co-founder and CEO of SambaNova Systems, announced the company's completion of a $1 billion Series F funding round at an $11 billion valuation. He emphasized the growing importance of fast AI inference in enterprise applications and highlighted partnerships with major firms like JPMorgan Chase for secure, on-premises AI solutions. Liang also discussed the company's focus on delivering high-performance, low-latency AI infrastructure that integrates seamlessly into existing data centers. (01:40:54) - Alana Palmedo, Managing Partner at Paradigm, co-leads the firm's investment and research efforts, focusing on frontier technologies such as crypto, AI, and robotics. In the conversation, she discusses Paradigm's recent $1.2 billion fundraise aimed at investing in emerging technologies, the firm's expansion beyond its initial focus on crypto to include broader frontier themes, and the importance of supporting both early-stage founders and larger, later-stage companies. (01:50:14) - Byron Boots, co-founder and CEO of Overland AI, discusses the company's development of autonomous ground vehicles for defense applications, highlighting their modular design capable of integrating various payloads, including remote weapon stations and drones. He emphasizes the advantages of wheeled vehicles over robotic dogs for military operations, citing their payload capacity and energy efficiency. Additionally, Boots shares that Overland AI secured a $20 million contract with the U.S. Marine Corps to produce autonomous ground vehicles supporting the Marine Air Defense Integrated System (MADIS). (01:57:18) - ? Timeline Reactions (02:01:08) - Will Mayer, co-founder and high priest at Cold Holdings, began his career creating skateboard films for companies like Vans, which sparked his passion for brands and their cultural significance. He discusses his work with Polymarket, highlighting the rapid development of a viral campaign featuring Rick Rubin, and emphasizes the importance of doctrine, ritual, symbols, charismatic leadership, and identifying an enemy in building cult-like brand followings. Mayer also shares insights on the oversaturation of advertising content, the value of contrarian perspectives, and his approach to scaling creative ventures by incubating startups and accepting equity as compensation. (02:17:43) - Tucker Brown, managing partner of Compound Creative Holdings, discusses his 15-year tenure at Creative Artists Agency (CAA), where he led significant transactions, including a $100 million investment in Dude Perfect. He highlights the evolution of creators into enterprise builders, emphasizing the need for appropriate capital structures and operational support to foster sustainable growth and lasting value in creator-led businesses.

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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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(04:13) - China Export Controls (12:49) - SK Hynix Sets to Raise $28B (15:51) - Meta Unveils Muse Image (20:41) - Jeremy Giffon Breaks Silence (22:42) - ? Timeline Reactions (28:35) - Alex Hormozi is an entrepreneur, investor, and author best known for founding Acquisition.com, where he invests in and advises growing businesses. He is the author of $100M Offers and $100M Leads, and is widely known for sharing practical frameworks on entrepreneurship, marketing, sales, and scaling companies. (01:29:29) - Josh Zoffer, an investor and head of research at CIV, formerly a White House National Economic Council and US Treasury adviser, discusses the strategic importance of data centers in the United States. He emphasizes that data centers are not merely collections of chips but also involve critical technologies like power electronics and industrial materials such as steel. Zoffer warns that if the U.S. hinders data center construction, it risks losing control over essential supply chains, potentially repeating past mistakes that led to reliance on foreign sources for critical materials. (01:41:52) - John McElhone, founder of American Turbines, discusses his company's development of compact, 1-megawatt natural gas turbines designed for rapid deployment, capable of powering over a thousand homes and fitting in the back of a pickup truck. He emphasizes the advantage of utilizing the abundant and inexpensive natural gas supply in the United States, making this technology particularly suitable for the domestic market. McElhone also highlights the company's focus on scaling production through automation, aiming to revolutionize energy generation by simplifying turbine design and manufacturing processes. (01:47:32) - Deena Shakir, a General Partner at Lux Capital, invests in transformative technologies across sectors such as women's health, digital health infrastructure, health equity, foodtech, and fintech. In the conversation, she discusses Lux Capital's recent investment in 1001, an AI company based in the Gulf Cooperation Council (GCC) region, highlighting the potential for applied AI in the Gulf and the opportunity for rapid, large-scale deployments. She also emphasizes the importance of homegrown companies in the GCC and the unique opportunity to build sovereign AI companies focused on the region. (01:54:38) - Hussein Fazal, co-founder and CEO of Super.com, discusses the company's recent $65 million Series D funding led by TPG at a $1.2 billion valuation, and its evolution into a savings super app offering discounts on hotels, gas, insurance, and financial services tailored for everyday Americans. He highlights the integration of AI to expedite product development and the strategic partnership with NASCAR to enhance brand visibility among their target demographic. (02:07:01) - John Nay, founder and CEO of Norm AI, discusses the company's recent $120 million funding round at a $1.2 billion valuation, highlighting their shift from selling AI tools to in-house legal teams to establishing Norm Law LLP, a law firm powered by AI agents. He emphasizes the value of vertical integration, with AI engineers and lawyers collaborating closely to reinvent legal workflows, and advises law students to focus on legal engineering by applying AI to legal reasoning. Nay also notes that while international expansion is considered, it requires deliberate planning to ensure the necessary legal expertise in each jurisdiction.

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This is our full conversation with Alex Hormozi.

We discuss his philosophy on choosing the right business, the biggest mistakes entrepreneurs make with AI, why volume beats perfection in media, how he built one of the largest business education brands in the world, what founders get wrong about personal branding, why opportunity selection matters more than most people realize, and how Acquisition.com is evolving from a family office into a brand-powered investment platform.

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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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(03:58) - XBOX Layoffs (21:13) - "Manual" Ferrari (31:21) - ? Timeline Reactions (50:23) - Circle K Lottery Dispute (01:05:31) - Baiju Bhatt, co-founder of Robinhood and CEO of Cowboy Space Corporation, discusses the evolution of his company from Aetherflux to Cowboy Space, focusing on developing vertically integrated orbital data centers and launch vehicles to meet the growing demand for AI computing. He emphasizes the importance of designing rockets and data centers as a unified system to optimize performance and cost-effectiveness, aiming to harness solar energy in space to power these data centers. Bhatt also highlights the shift in the space industry towards commercial payloads, particularly for AI applications, and the need for companies to control their own launch capabilities to meet this demand efficiently. (01:31:17) - Daniel English, co-founder and managing partner of Legacy Investing, transitioned from tech entrepreneurship to real estate investment, focusing on data centers, logistics, and life sciences facilities. In the conversation, he discusses the evolution of data centers, highlighting their increasing importance due to AI and cloud computing, and emphasizes the strategic conversion of underutilized urban office buildings into high-density data centers to meet growing infrastructure demands. (01:49:05) - Michele Catasta, President and Head of AI at Replit, discusses the evolution from "vibe coding" to "vibe building," emphasizing the shift towards enabling users to create customized AI agents that autonomously accomplish tasks end-to-end. He highlights the importance of thinking in terms of goals rather than specific applications, allowing agents to determine the necessary steps and code to achieve desired outcomes. Catasta also predicts a future where agents replace traditional apps, streamlining workflows and reducing reliance on deterministic software. (02:00:07) - ? 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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(00:32) - Fable Unbanned (02:57) - OpenAI/U.S. Stake (11:03) - Jersey Mike's IPO (14:11) - End of Paper-Based Retirement (19:27) - SpaceX Phone (29:11) - ? Timeline Reactions (35:17) - Andrew Collins, CEO of Flexjet, discusses his journey from joining the company in 2012 through an acquisition to leading its global expansion, including the significant impact of COVID-19 on private aviation demand. He highlights Flexjet's strategic growth, such as the acquisition of Halo Aviation in London and Associated Aircraft Group in New York to form a global helicopter division, and the introduction of large-cabin aircraft like the Gulfstream G700 to meet increasing transatlantic flight demand. Collins also emphasizes the company's focus on enhancing customer experiences through partnerships, including becoming the official private aviation partner of Formula 1, and investing in future aviation technologies like electric vertical take-off and landing (eVTOL) vehicles. (51:39) - Vipul Ved Prakash, co-founder and CEO of Together AI, discusses the rapid growth of open-source AI models, highlighting their increasing competitiveness with closed-source alternatives and their ability to handle complex enterprise tasks. He emphasizes the cost-effectiveness and scalability of open models, noting a significant shift as companies adopt them to optimize expenses and maintain control over sensitive data. Prakash also addresses the evolving regulatory landscape, advocating for transparent evaluation of AI models to balance innovation with safety concerns. (01:02:46) - Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent milestone of generating electricity for the first time with their Ward 250 reactor, marking them as the first nuclear startup to achieve this feat. He highlights the advantages of nuclear power over natural gas, emphasizing its scalability and reduced climate impact, particularly in meeting the growing energy demands of the AI industry. Taylor also underscores the importance of proactive community engagement, noting that Valar Atomics involves local leaders early in the process to address potential concerns and foster support for their projects. (01:11:42) - Dean Ball, a former Senior Policy Advisor for Artificial Intelligence and Emerging Technology at the White House Office of Science and Technology Policy, recently joined OpenAI as Head of Strategic Futures. In his conversation, he discusses the rapid evolution of AI policy, noting that the current pace of policy development may be outstripping technological advancements. He also highlights the personal dynamics influencing AI policy debates and expresses concerns about potential government overreach in AI governance, emphasizing the need for balanced approaches to ensure both innovation and safety. (01:45:11) - Rob Toews, a venture capitalist and AI columnist, discusses his firm's recent $100 million investment in 12 Labs, a company specializing in video intelligence and understanding. He also shares his process for making annual AI predictions, highlighting five forecasts for 2030, including Anthropic's emergence as a major life sciences company, the disruption of semiconductor monopolies, the advent of telepathic communication, significant reductions in AI energy consumption, and societal debates over AI rights. Throughout the conversation, Toews emphasizes the rapid advancements in AI and their profound implications for various industries and societal norms. (02:05:20) - Tuhin Srivastava, co-founder and CEO of Baseten, an AI inference infrastructure company, discusses the company's recent $1.5 billion Series F funding round, which values Baseten at up to $13 billion. He highlights the growing demand for AI inference solutions across various sectors and emphasizes the importance of open-source models and customized AI solutions for businesses to maintain control over their data and intelligence. Srivastava also addresses concerns about open-source AI, advocating for the development of open-source control to ensure companies can own their intelligence and data. (02:16:09) - ? Timeline Reactions

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

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

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

TBPN is made possible by:

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(01:26) - Meta Sells Compute? (28:17) - ? Timeline Reactions (32:14) - Mark Pincus, an American internet entrepreneur, is best known as the founder of Zynga, the pioneering social mobile gaming company behind hits like FarmVille and Words with Friends. In his recent conversation, Pincus discusses his new book, Life at the Speed of Play, which offers a hands-on guide to transforming ideas into products that resonate with users. He emphasizes the importance of rapid testing and learning in the AI era, sharing insights from his experiences to help entrepreneurs increase their chances of success. (01:08:42) - Shubh Sinha, co-founder and CEO of Integral, discusses the company's recent $18 million Series A funding and its mission to sanitize proprietary real-world datasets?such as medical records and financial transactions?so AI developers can access valuable data while ensuring privacy and compliance. He highlights how Integral enables data holders to monetize sensitive information without compromising privacy, benefiting both data providers and AI builders. Sinha also emphasizes the importance of privacy engineering in maintaining data utility and regulatory adherence, particularly in sectors like healthcare. (01:14:40) - Wayne Ting, CEO of Lime, reflects on the company's journey to its IPO, emphasizing the challenges faced in the micromobility industry and Lime's success in building a scalable, sustainable, and profitable business. He highlights the importance of operational efficiency, noting that even small mistakes can significantly impact the business, and stresses the need for a clear focus on critical areas like hardware, software, operations, and government relations. Ting also discusses Lime's vertical integration in hardware and software, which has allowed the company to manage supply chain challenges effectively and maintain a competitive edge in the market. (01:27:05) - Jeffery Liu is the co-founder and co-CEO of Assort Health, a San Francisco-based company specializing in AI-driven solutions for healthcare providers. In the conversation, Liu discusses how Assort Health's agentic platform enhances the entire patient journey by automating tasks such as call center operations, document processing, patient intake, care gap activation, and payment collection. He highlights the platform's ability to personalize patient interactions, reduce administrative burdens, and improve access to care, addressing challenges like long hold times and inefficient scheduling. (01:34:20) - Eliot Pence, co-founder of Dominion Dynamics, discusses the company's recent $100 million funding round aimed at building a Canadian defense technology firm focused on autonomous systems and Arctic domain awareness. He highlights Canada's rich defense tech history and the current opportunity to establish a major defense brand, emphasizing the importance of developing solutions for the Arctic's harsh environment to create significant competitive advantages. Pence also notes the company's strategic approach to cap table construction, incorporating both Canadian pension funds and global investors to support their vision of building a globally impactful, Canadian-owned enterprise. (01:41:06) - Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian digital business holding company, has led the firm to a successful $1.7 billion IPO, listing on the Nasdaq under the ticker "BSP" with an $18.4 billion valuation. In a recent conversation, he discussed the company's broad acquisition strategy, emphasizing the importance of predictability and long-term improvement in potential targets, rather than focusing solely on industry or synergy alignment. Ferrari also highlighted the time-intensive nature of their transformative integration process and reflected on their journey from an initial $10,000 acquisition to their current position, underscoring that, despite their achievements, the company's journey is just beginning. (02:03:39) - Nick Grossman, a partner at Union Square Ventures, discusses the firm's investment approach, emphasizing their focus on expansive technological waves that open new opportunities, such as the Web 2.0 era and the rise of agentic AI. He introduces the "Rebel Alliance" thesis, highlighting the vast ecosystem emerging around powerful AI models and the potential for generational companies to be built across various components of the agentic stack. Grossman also addresses the challenges and opportunities of thesis-driven investing, noting the importance of timing, team selection, and the balance between capital intensity and strategic positioning in the evolving AI landscape. (02:22:48) - Julian Hoenig, co-founder and chief design officer of Amble, discusses the inception of the Amble One, a street-legal electric buggy designed for short-range mobility in resorts and urban areas. The idea originated from a conversation with his friend José António Uva, who sought an aesthetically pleasing mobility solution for his resort in Portugal. Recognizing a broader market need, Hoenig and his team developed the Amble One, emphasizing design, comfort, and performance, with plans to begin deliveries to hospitality clients in 2027 and expand to consumer markets by 2028.

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

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Codex - http://openAI.com/codex

Follow TBPN: 

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

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

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

TBPN is made possible by:

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Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

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Figma - https://www.figma.com

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NYSE - https://www.nyse.com

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Follow TBPN: 

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(02:02) - Rocket Lab Enters SpaceX Arena (10:32) - Comcast Splits in Two (12:16) - ? Timeline Reactions (21:15) - America's Tech Wishlist (44:02) - Zach Laberge, founder and CEO of Omen AI, discusses his company's development of real-time fluid monitoring systems for mission-critical machines, particularly in data centers. He explains how their sensors detect contaminants and bio-growth in liquid cooling systems, preventing costly downtime by enabling proactive maintenance. Laberge also highlights Omen AI's recent $31 million Series A funding, which will support team expansion and manufacturing growth. (52:23) - ? Timeline Reactions (58:15) - Gavin Uberti, CEO and co-founder of Etch, discusses the company's development of rack-scale inference hardware optimized for transformer models, emphasizing innovations like low-voltage inference and cluster-scale memory to enhance efficiency and performance. He highlights the importance of strong partnerships, particularly with TSMC, to overcome manufacturing challenges and meet the growing global demand for AI inference. Uberti also underscores the significance of assembling a talented team and securing strategic investors to drive Etch's ambitious roadmap in the rapidly evolving AI hardware landscape. (01:16:33) - Eren Bali, known for founding Udemy and Carbon Health, discusses his new venture, Monogram, a general-purpose AI application that provides interactive visual interfaces in response to user queries, distinguishing itself from traditional text-based AI interactions. Monogram emphasizes voice input for faster communication and delivers visual outputs for quicker comprehension, aiming to make AI more accessible for everyday tasks. Bali highlights his consistent focus on simplifying complex systems to broaden accessibility, as demonstrated in his previous ventures. (01:28:23) - Larsen Jensen, founder and general partner of Harpoon Ventures, is a former Olympic swimmer and Navy SEAL who transitioned into venture capital to invest in technology serving national interests. He discusses raising a $155 million fund, the evolution of defense-focused startups, and the importance of supporting high-octane founders with visionary ideas. Jensen also touches on his experiences in the SEAL teams, the significance of the Black Flag accelerator, and shares his perspective on the Enhanced Games. (01:42:22) - Ricky Rosa, founder and CEO of Oasis Devices, discusses the development of a smart ring designed to replace traditional keyboards by enabling private dictation and editing through touch and voice commands. He highlights the ring's advantages over existing devices like AirPods, emphasizing its ability to capture whispers in noisy environments and its multifunctionality as both a microphone and trackpad. Rosa also shares the company's progress, including a recent beta launch and the initiation of pre-orders for the device, with plans to ship in small batches starting in two weeks. (01:51:23) - Andrew Rea is the co-founder and CEO of Taxwire, a company offering a fully managed solution for global sales tax compliance. He discusses the challenges businesses face with indirect tax compliance, the increasing enforcement of sales tax regulations, and how Taxwire leverages AI to provide customer-friendly services in a market dominated by older, less adaptable companies. Rea also highlights the company's recent $25 million funding round and its role in disrupting traditional tax compliance services. (01:57:44) - Michael Anderson, co-founder of Framework Ventures, a San Francisco-based venture capital firm established in 2019, discussed the firm's evolution from its initial $15 million fund to managing several billion dollars across multiple funds. He highlighted their early focus on seed-stage venture investing in the crypto and web3 space, noting the global distribution of crypto entrepreneurs and the necessity of extensive travel to engage with them. Anderson also emphasized the firm's commitment to supporting world-class founders across various industries, including energy and AI, while maintaining a consistent venture thesis throughout their growth. (02:06:51) - Tristan Thompson, a Canadian-American professional basketball player, has played 13 seasons in the NBA, notably winning a championship with the Cleveland Cavaliers in 2016. In the conversation, Thompson discusses his transition into technology investments, highlighting early stakes in companies like Anthropic and SpaceX, and emphasizes the importance of betting on strong founders and leveraging his network to identify promising opportunities. (02:33:30) - Grant Gregory is a Partner at Cantos Ventures, a venture capital firm specializing in early-stage investments in near-frontier technologies. In the conversation, he discusses Cantos's investment strategy, emphasizing the importance of rapid iteration and testing in hardware startups, and highlights the firm's focus on deeply technical founders aiming to transform the physical world. Ian Rountree is the founder and managing partner of Cantos, a venture capital firm focused on "near frontier" technologies. He invests in deeply technical startups across AI, defense, aerospace, energy, biotechnology, and advanced manufacturing, backing founders building technologies that can reshape the physical world.

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

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

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(02:21) - Open-Source AI Battle (14:33) - GLM-5.2 Review (21:38) - Google Throttles Meta (27:20) - ? Timeline Reactions (34:38) - Micron Margins Moon (38:48) - Comcast Splits in Two (43:04) - Europe Meets Suburbia (48:18) - Edward Gorberstein, head of engineering at the National Design Studio, discusses the launch of Ramparts, a local-first privacy model that allows users to control the data they share with AI by keeping personal information on their devices. He explains that existing AI models are too large to run in browsers, preventing in-browser PII removal, and emphasizes that Ramparts is open-source, with weights available on Hugging Face, enabling technical users to create custom applications. Gorberstein highlights the studio's mission to improve the American digital experience by developing user-centric software, citing previous successes like Trumper X, which saved users over $500 million in drug costs. (57:53) - ? Timeline Reactions (01:03:16) - Chad Rigetti, founder of Rigetti Computing, discusses his journey from developing quantum computing at IBM to establishing his own company, which went public in 2022. He highlights the importance of integrating quantum technologies into data centers to enhance AI capabilities, emphasizing the need for a multimodal approach to quantum hardware. Rigetti also addresses the challenges of transitioning from private to public markets and the significance of long-term strategic planning in the evolving quantum computing landscape. (01:28:42) - Pim de Witte, CEO of General Intuition, discusses the company's unique approach to AI development by leveraging extensive datasets of action-labeled video game footage to train models capable of spatial-temporal reasoning. He emphasizes the competitive nature of the AI industry and highlights General Intuition's distinct advantage: a proprietary dataset that enables their models to predict actions in both virtual and physical environments. Additionally, de Witte announces a recent $320 million funding round, bringing the company's valuation to $2.3 billion, which will support further advancements in their AI research and applications. (01:36:39) - Yadin Sofer, co-founder and CEO of Tracer, discusses the company's emergence from stealth with the launch of a subterranean defense technology firm. He highlights the challenges of underground operations, such as unpredictable geology, and emphasizes the importance of small-diameter, long-length designs for efficiency. Sofer also mentions Tracer's $25 million seed round aimed at collaborating with the military to establish a U.S. subterranean strategy for warfare. (01:42:52) - Jack Morris, co-founder and head of research at Engram, discusses the company's recent emergence from stealth with $98 million in funding from investors like General Catalyst, Kleiner Perkins, and Sequoia. Engram focuses on developing AI systems that enhance human intelligence by creating models capable of understanding users' unique contexts and workflows, thereby improving efficiency and reducing costs. Early enterprise partners include Microsoft, Notion, and Harvey, who benefit from these AI solutions that adapt to specific organizational needs. (01:48:03) - Neil Movva, co-founder and CEO of Sail Research, discusses his company's focus on building the most efficient inference systems for AI agents that operate autonomously over extended periods. He highlights their commitment to open-source models, such as GLM 5.2, and emphasizes the importance of optimizing the entire stack?from hardware to API?to enhance efficiency. Movva also notes the shift in AI workloads from human-in-the-loop tasks to background processes, predicting that background tasks will soon dominate, and underscores the need for infrastructure that supports long-running agents effectively. (01:54:34) - Jakob Diepenbrock, the 22-year-old General Partner of Discipulus Ventures, recently closed a $30 million fund targeting early-stage investments in defense-tech, energy, mining, manufacturing, and other critical industries. In the conversation, he discusses the firm's strategy of securing significant ownership in startups at low valuations by being the first investor, often assisting with company incorporation and subsequent fundraising. He highlights the advantages of El Segundo's robust engineering talent and supply chain infrastructure for hardware development, noting a shift from defense-focused investments to sectors like manufacturing, chemicals, industrials, space, and energy. (02:02:52) - Chris Altchek is the founder and CEO of Cadence, a health technology company that partners with major health systems to provide remote patient monitoring and management for chronic conditions. In the conversation, Altchek discusses Cadence's recent $100 million Series C funding, the company's rapid progress in automating chronic disease treatment, and the significant impact their technology has had on patient outcomes, including preventing strokes and heart attacks through real-time monitoring and intervention. (02:14:40) - ? 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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(01:07) - TBPN at Cannes Lions Recap / Europe Considers AC (06:33) - The Current Creator Economy (19:56) - Kylie and Zuck vs Spiegel and RDJ (56:52) - Rockstar Energy CEO Selling Real Estate (01:01:28) - ? Timeline Reactions (01:21:16) - Softbank Pitch Deck (01:31:26) - ? Timeline Reactions (01:47:44) - Mini Truck Boom (01:57:48) - ? Timeline Reactions (02:02:48) - The WSJ Mansion Section (02:13:38) - ? Timeline Reactions

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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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This is our full conversation with Jake Paul.

We discuss Anti Fund's new $100M+ fund, why they're doubling down on AI, defense, robotics, and frontier technology, how Jake Paul built a media empire from Vine to boxing, the future of Most Valuable Promotions and women's boxing, what separates great founders from great celebrities, and why they're betting that the next wave of value creation will come from AI, hardware, energy, and the physical world.

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MongoDB - https://www.mongodb.com
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https://www.youtube.com/@TBPNLive

(01:34) - Midjourney Medical (25:50) - AI Talent Wars 2.0 (31:58) - Derek Thompson, co-author of *Abundance* and host of the *Plain English* podcast, discusses the stagnation in chair design over millennia, noting that chairs have maintained a consistent form since ancient times. He reflects on the challenges of implementing the "abundance agenda" from his book, highlighting mixed results in political adoption and the need for a prominent champion to advance these ideas. Additionally, Thompson explores the modern obsession with self-optimization, expressing concern that the focus on quantifiable health metrics may overshadow the broader purpose of living a fulfilling life. (01:00:57) - Rene Haas, CEO of Arm Holdings since February 2022, discusses the transformative impact of artificial intelligence (AI) on the technology industry, likening current advancements to science fiction becoming reality. He highlights AI's insatiable demand for computational resources, emphasizing the need for increased storage, memory, and processing power. Haas also notes the widespread integration of AI across various sectors, including legal and finance, and underscores the importance of scaling compute capabilities to address complex engineering challenges. (01:34:22) - Rob Slaughter, co-founder and CEO of Defense Unicorns, discusses the challenges of delivering modern software to military assets and highlights his company's efforts to simplify this process through a comprehensive tech stack. He emphasizes the evolving nature of warfare, noting the shift from large numbers of personnel managing relatively few aircraft to a future where a small number of airmen oversee thousands of autonomous systems, underscoring the critical need for rapid software updates and secure systems. Slaughter also praises the Department of War's initiatives, such as hackathons, which foster collaboration between industry and military personnel, enabling real-time feedback and innovative solutions to complex defense challenges. (01:41:39) - Rob Reid is a venture capitalist and author who founded Listen.com, the company behind Rhapsody, the first on-demand music streaming service. He discusses his early involvement in the internet boom, the challenges of being a solo founder, and his transition into biosecurity, emphasizing the risks associated with synthetic biology and the need for proactive measures to prevent potential bioterrorism. (02:06:48) - Thais Castello is the founder of Taste Labs, a company specializing in AI and automation technology to assist retailers and content creators in acquiring new customers. In the conversation, she discusses the challenges of defining 'taste' in AI, emphasizing the importance of raising the quality bar to combat repetitive and low-quality content, and highlights the necessity of building a diverse community of experts to map a wide range of preferences. (02:22:46) - David Senra is the creator and host of the David Senra podcast, one of the most popular business podcasts in the world. Through in-depth studies of entrepreneurs like Steve Jobs, Estée Lauder, and Henry Ford, he extracts the lessons, habits, and strategies behind building enduring companies and shares them with millions of listeners. (03:10:52) - Jake Paul & Geoffrey Woo. Jake Paul, an American influencer and professional boxer, discusses raising an oversubscribed $100 million for his venture capital firm, Anti Fund, with lead investor Aquarian Holdings. He highlights their barbell investment strategy, placing significant checks into growth-stage companies led by top founders and supporting early-stage ventures from inception. Paul also emphasizes leveraging his extensive experience in digital content creation to assist portfolio companies in enhancing their marketing strategies and user engagement. Geoffrey Woo is the co-founder and CEO of Bedrock, a health technology company focused on preventive care, diagnostics, and longevity. Previously the co-founder of HVMN, he is known for his work at the intersection of human performance, metabolic health, and data-driven approaches to extending healthy lifespan.

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

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

TBPN is made possible by:

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Public - https://public.com

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Console - https://www.console.com

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Figma - https://www.figma.com

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(01:48) - Snap Specs (17:39) - Midjourney Hardware (18:56) - Taste Labs (29:27) - Eric Newcomer, an American journalist and founder of the "Newcomer" newsletter, discusses his transition from traditional media to independent journalism, emphasizing the importance of building trust and transparency with his audience. He highlights the challenges and opportunities in covering Silicon Valley, noting the evolving dynamics between venture capitalists and founders, and the impact of AI on the media landscape. Newcomer also shares insights into his business model, including revenue streams from subscriptions and events, and reflects on the future of independent media ventures. (01:05:19) - Merrill Lutsky, a key figure at Cursor, discusses his early fascination with space exploration, inspired by films like "October Sky," and how this passion led him to his current role. He elaborates on the recent partnership between Cursor and SpaceX, highlighting the excitement within the team and the potential for advancements in model training. Additionally, Lutsky introduces Origin, a Git infrastructure designed for the agentic era, emphasizing its scalability and the goal of achieving more autonomous, self-driving pull requests. (01:17:38) - Carter Reum, co-founder of venture capital firm M13, discusses the U.S. soccer team's historic World Cup performance, highlighting their unprecedented scoring success. He reflects on M13's decade-long journey, noting investments in 17 unicorns, including SpaceX, and emphasizes the importance of investing in cycles, particularly in emerging technologies like AI. Reum also shares insights on the evolving venture capital landscape, stressing the need for clear communication and strategic differentiation in a competitive market. (01:36:46) - Swami Sivasubramanian, Vice President for Agentic AI at Amazon Web Services (AWS), has been instrumental in developing AI services like Amazon DynamoDB, Amazon SageMaker, Amazon Bedrock, and Amazon Q. In the conversation, he discusses the transformative potential of agentic AI, highlighting AWS's launch of Qlik Autonomous Agent to integrate context across tools, and Continuum, a service designed to continuously enhance security by integrating AI into software development processes. He emphasizes the importance of balancing speed and security in AI adoption, noting that AWS's innovations aim to empower enterprises to build trustworthy and efficient AI agents. (01:50:21) - Thomas Suarez, founder and CEO of Raven Resonance, discusses the development of Raven Prism, the world's first ambient computer in the form of stylish glasses. He highlights its standalone Linux-based operating system, privacy-preserving eye control, and hot-swappable batteries for all-day use. Suarez emphasizes the device's focus on micro-interactions and contextual information, aiming to seamlessly integrate technology into daily life. (02:07:12) - Mark Gurman is a prominent technology journalist known for his in-depth coverage of Apple Inc. He discusses the recent enhancements to Siri introduced at WWDC 2026, highlighting features like personal context understanding and improved workflow capabilities, such as sending calendar availability via email. Gurman also notes that while Siri's new AI functionalities are robust, they may not fully replace advanced tools like ChatGPT for more complex tasks. (02:39:22) - Ryan Daniels is the co-founder and CEO of Crosby, an AI-powered law firm that combines artificial intelligence with human expertise to expedite contract negotiations. In the conversation, he discusses the publication of a new benchmark evaluating AI agents in legal negotiations, highlighting the complexity of contract discussions and the challenges AI faces in replicating nuanced legal judgment. Daniels emphasizes the importance of integrating AI with human oversight to enhance efficiency while maintaining the quality of legal services. (02:46:53) - Isaiah 25edj1g discusses his company's development of AI systems that replace traditional call center bots, focusing on complex and high-stakes calls in sectors like healthcare, airlines, and eventually 911 services. He highlights their approach of training proprietary models without relying on OpenAI, and mentions their viral marketing strategies, including collaborations with celebrities like Soulja Boy and Paul Lieberstein, to attract enterprise clients. Additionally, Isaiah shares that their recent funding round raised $50 million, with participation from insiders, Dell, and HubSpot. (02:56:37) - ? Timeline Reactions

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

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Codex - http://openAI.com/codex

Follow TBPN: 

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

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

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

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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

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

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