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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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This is our full interview with Doug O'Laughlin, recorded live on TBPN.

We discuss why Claude Code feels like a true inflection point, how agent swarms and orchestration could replace large parts of today?s SaaS stack, hyperscaler capex, Nvidia supply constraints, and why knowledge work is about to change faster than most people expect.

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

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

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

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

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(01:21) - ? Timeline Reactions (02:58) - Anthropic's Trust Nuke (18:36) - OpenAI's Frontier Model for Enterprise (39:02) - Alphabet Beats Q4 Estimates (52:25) - NVIDIA to Skip New Gaming Chips in 2026 (56:16) - Sam Altman, CEO of OpenAI, discusses the launch of Codex 5.3, highlighting its enhanced coding capabilities, increased speed, and improved interactivity, allowing users to guide the model during tasks. He emphasizes the importance of integrating AI agents into workflows, suggesting that managing a team of agents will become a standard practice, and notes the need for companies to adapt quickly to AI advancements to maintain competitiveness. Altman also touches on the evolving role of software development, predicting significant transformations as AI continues to advance. (01:33:10) - Sholto Douglas, a Member of Technical Staff at Anthropic, specializes in scaling reinforcement learning and agentic AI. In the transcript, Douglas discusses the release of a new model that excels in tackling complex problems through extended reasoning and test-time computation. He highlights the model's advancements in digital tasks, such as coding and knowledge work, and emphasizes the importance of developing AI systems that can function as capable coworkers. (02:00:32) - Daniel Barcelo, CEO and Chairman of T1 Energy, has over 25 years of experience in international energy finance and emerging markets. He discusses T1's efforts to build a domestic solar and battery supply chain, highlighting the acquisition of a 5-gigawatt solar module facility in Wilmer, Texas, and plans for a 2.1-gigawatt solar cell plant near Austin. Barcelo emphasizes the importance of advanced manufacturing and an integrated U.S. supply chain to meet the growing demand for scalable, reliable, and low-cost renewable energy. (02:24:41) - Mandy Fields, Chief Financial Officer of e.l.f. Beauty, discusses the company's impressive 38% net sales growth and 79% increase in adjusted EBITDA, attributing this success to their value proposition, innovative marketing, and the acquisition of Hailey Bieber's brand, Rhode. She highlights e.l.f.'s balanced marketing spend across digital platforms to stay connected with their community and emphasizes the importance of Super Bowl ads for building long-term brand awareness. Fields also notes the company's focus on expanding their existing portfolio, including e.l.f. Cosmetics, Naturium, and Rhode, while remaining open to future acquisitions. (02:32:56) - ? Timeline Reactions (02:35:53) - Ivan Burazin, co-founder and CEO of Daytona, has a rich background in cloud development, having previously founded Codeanywhere and the Shift developer conference. In the conversation, he discusses Daytona's mission to provide secure, scalable infrastructure for AI agents, emphasizing the necessity for these agents to operate in isolated computing environments to perform tasks like code execution and browser-based activities. He also highlights Daytona's rapid growth, noting a significant increase in customers, including Fortune 100 companies, and announces a recent $24 million Series A funding round to further advance their platform. (02:43:01) - Scott Rogowsky, renowned for hosting HQ Trivia, discusses his new venture, Savvy, a live interactive word puzzle game where players compete against him in real-time to solve puzzles and win cash prizes. He reflects on lessons from HQ Trivia, emphasizing the importance of player engagement and accessibility, and highlights Savvy's design to ensure all participants can play through entire games, enhancing user experience. Rogowsky also shares his commitment to the project, having recently relocated to Los Angeles to focus on its development, and expresses excitement about building a dedicated community around the app.

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This is our full interview with OpenAI CEO Sam Altman, recorded live on TBPN.

We discuss Anthropic's Super Bowl ads, Codex 5.3, why managing AI agents is the next interface shift, and how chips, power, and compute bottlenecks will shape the future of AI.

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

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

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

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

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(00:17) - Our Super Bowl Ad (06:43) - Ads in AI Commercial Reactions (31:11) - Walmart hits $1T (35:05) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a company specializing in AI-driven voice synthesis, discusses the company's recent $500 million Series D funding round, valuing ElevenLabs at $11 billion, and highlights the rapid growth in annual recurring revenue, reaching $330 million by the end of 2025. He emphasizes the expansion of their product offerings, including advancements in voice agents and conversational models, and notes significant enterprise adoption with clients like Deutsche Telekom and Revolut. Additionally, Staniszewski introduces Andrew Reed from Sequoia as a new board member, underscoring the company's commitment to innovation and leadership in the AI voice technology sector. (50:53) - ? Timeline Reactions (01:01:06) - Gergely Orosz is a seasoned software engineer and author of "The Pragmatic Engineer" newsletter, focusing on in-depth topics for experienced professionals. In the conversation, he discusses the transformative impact of AI on software engineering, emphasizing the shift from traditional coding to AI-assisted development and the importance of adaptability in this evolving landscape. He also highlights the value of hiring interns proficient in AI tools to enhance team productivity and underscores the need for engineers to develop business acumen and product sense to remain competitive. (01:22:31) - Dara Khosrowshahi, an Iranian-American business executive born in 1969, is the CEO of Uber and previously led Expedia Group. In the conversation, he discusses Uber's strong earnings, highlighting a 22% trip growth and nearly $10 billion in free cash flow, emphasizing the company's supply-led strategy and the integration of rides and Uber Eats to enhance customer engagement. (01:48:37) - Mitchell Green, Founder and Managing Partner at Lead Edge Capital, a $5 billion growth equity firm, discusses the rapid evolution of software development through AI-driven "vibe coding," expressing skepticism about its ability to replace complex, trust-based enterprise software solutions. He highlights the undervaluation of established software companies like PayPal and Workday, emphasizing the importance of trust and reliability in their offerings. Green also touches on the dynamics of the IPO market, noting that strong companies can go public successfully even in uncertain times, and shares his personal interest in motorsports, including plans to participate in races at Le Mans and Monaco. (02:16:16) - Breaking News: Sama Responds to Anthropic Ads (02:19:50) - Simon Hørup Eskildsen is the co-founder and CEO of Turbopuffer, a company specializing in serverless vector databases. He discusses the rapid adoption of agentic coding, emphasizing the need for efficient search engines to handle vast data volumes, and highlights Turbopuffer's role in enabling companies to build their own scalable search infrastructures. Additionally, he addresses challenges in compute resource availability and the importance of honest representation in client partnerships. (02:36:56) - ? Timeline Reactions (02:43:17) - KJ Dhaliwal, CEO and co-founder of Lotus Health AI, discusses the company's mission to provide free, AI-powered primary care directly to consumers, addressing the shortage of primary care physicians in the U.S. He highlights the platform's ability to handle 80% of primary care needs virtually, including prescriptions and lab orders, by integrating patient health data with AI and real doctors. Dhaliwal also mentions their recent $41 million funding round led by Kleiner Perkins and CRV, and outlines plans for monetization through premium content and employer partnerships. (02:53:16) - Nicolas Sharp, Co-Founder and CEO of Attio, discusses the launch of "Ask Atio," a conversational AI interface designed to help users interpret and act on extensive CRM data, including calls, emails, and customer interactions. He highlights the industry's growing consensus on the potential disruption of incumbent CRM systems by AI-native solutions and emphasizes Attio's commitment to supporting diverse integrations through a robust SDK and open platform. Looking ahead, Sharp outlines plans for rapid product development, aiming to balance scaling the company with continuous innovation to meet ambitious targets. (03:00:52) - Ken Griffin Blasts White House "Favoritism" (03:06:04) - ? 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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(00:51) - Timeline Reactions (49:06) - Aaron Levie, co-founder and CEO of Box, a leading enterprise cloud company, discusses the rapid advancements in AI and their transformative impact on enterprise software. He emphasizes the development of AI agents capable of handling complex tasks with unstructured data, highlighting the unprecedented pace of change in AI research and best practices. Levie also addresses the evolving role of AI in enterprise SaaS, suggesting a future where AI agents complement existing software systems, enhancing productivity without replacing core business processes. (01:09:35) - Chuck Robbins, Chairman and CEO of Cisco Systems, discussed the company's focus on AI at the Cisco AI Summit, covering topics from evolving models to necessary infrastructure, and highlighted the intersection of technology and geopolitics at the recent Davos meeting. He also shared insights into his background, including his transition from a mathematics degree to a career in technology, and emphasized the importance of balancing technical skills with emotional intelligence for leadership success. (01:28:10) - Jeetu Patel, Cisco's President and Chief Product Officer, discusses the company's strategic shift towards becoming a platform-centric organization, emphasizing the importance of ecosystem collaboration over a zero-sum mentality. He highlights the significance of the Splunk acquisition in enhancing data correlation for improved security measures and underscores the critical role of networking infrastructure in supporting AI advancements. Patel also addresses the evolving nature of software development, noting the increasing reliance on AI for code generation and the necessity for robust review processes to maintain quality. (01:54:42) - Costa Kladianos, Executive Vice President and Head of Technology for the San Francisco 49ers and Levi's Stadium, discusses his team's role in managing stadium operations, including ticketing, point-of-sale systems, Wi-Fi, network infrastructure, and cybersecurity, aiming to provide a seamless fan experience. He highlights the evolution of stadium technology to enhance in-person attendance by integrating social experiences and advanced data access, making live games more appealing than home viewing. Kladianos emphasizes the critical importance of robust network infrastructure and proactive cybersecurity measures to ensure uninterrupted operations and protect against diverse threats, given the stadium's high visibility and technological expectations. (02:03:02) - Dylan Patel is the founder of SemiAnalysis, the leading research and consulting firm for AI infrastructure and buildouts. Their publication is broadly respected, and they sell data to many hyperscalers and AI labs. In this episode, almost all of what we discussed has never been said publicly.

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This is our full interview with SemiAnalysis Founder and CEO Dylan Patel, recorded live on TBPN at the Cisco AI Summit in San Francisco. 

We discuss data centers in space, the limits of today?s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra.

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

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

This is our full interview with Moltbook creator Matt Schlicht, recorded live on TBPN. 

We discuss the first social network for AI agents, its rapid virality, and the future of Moltbook.

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

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

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

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

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(00:43) - Moltbook Reactions (28:35) - Matt Schlicht, founder and CEO of Octane AI, is an AI and chatbot expert recognized as a Forbes 30 Under 30 honoree. In the conversation, he discusses his journey in the tech industry, including his work at Ustream and the development of Moltbook, a social network for AI agents. He elaborates on the rapid growth of Moltbook, the concept of AI agents interacting autonomously, and the future potential of AI-driven social platforms. (01:05:51) - Nvidia OpenAI Deal (01:20:55) - Alex Blania, co-founder of Tools for Humanity, the company behind Worldcoin, discusses the necessity of establishing proof of human identity at internet scale to prevent AI-driven interactions from undermining authentic human connections online. He highlights the challenges posed by AI-generated content and bots, emphasizing the importance of uniqueness in user accounts to maintain the integrity of social platforms. Blania also touches on the potential for AI to facilitate scams, such as deepfake calls targeting vulnerable individuals, underscoring the need for robust verification systems. (01:36:02) - Nik 6ocqltb, an AI enthusiast since 2021, discusses his early adoption of OpenAI's technologies, including GPT-3 and DALL·E, and his experiences curating AI-generated art on Instagram, which led to a significant following before facing issues with OpenAI. He shares his perspectives on the rapid development of AI, expressing optimism about achieving AGI by 2029-2030, and critiques the commercialization strategies of companies like OpenAI, highlighting concerns about user growth and the introduction of ads in ChatGPT. Additionally, Nik reflects on his anonymous online presence, emphasizing his desire to explore and discuss AI developments freely, and mentions upcoming plans to engage more deeply with the AI community, including attending Nvidia's GTC as a creator. (01:58:02) - David Placek, founder and president of Lexicon Branding, specializes in creating impactful brand names for global clients. He discusses the importance of integrating creative processes with linguistic and cognitive science to develop effective names, emphasizing that securing a perfect .com domain is less critical than previously thought. Placek also highlights the challenges of rebranding, advising companies to thoroughly consider the implications and invest appropriately to ensure a successful transition. (02:31:04) - Thibault Sottiaux, the engineering lead for OpenAI's Codex, discusses the launch of the Codex app on macOS, emphasizing its accessibility and integration with users' workflows. He highlights features like adaptive thinking models, customizable personalities, and multimodal capabilities, aiming to enhance productivity for both technical and non-technical users. Sottiaux also addresses the app's role as a companion to traditional IDEs, its support for open ecosystems, and future plans for mobile integration. (02:47:14) - Christopher O'Donnell, former Chief Product Officer at HubSpot, is now the founder and CEO of Day.ai, an AI-native CRM platform. In the conversation, he discusses how Day.ai integrates a meeting assistant, CRM, and knowledge base into a unified solution, eliminating manual data entry and providing instant insights by indexing all company interactions for AI analysis. He also highlights the company's recent $20 million funding round led by Sequoia Capital. (02:57:47) - Jim Siders, CEO of SHIELD Technology Partners and former CIO at Palantir, discusses the company's mission to integrate AI into IT services for small and medium-sized businesses across America. He highlights the recent $100 million investment from Thrive Holdings, emphasizing the long-term partnership and strategic vision behind this funding. Siders also explains SHIELD's approach of acquiring successful managed service providers, retaining their existing teams and customer relationships, and enhancing their offerings with AI and proprietary technologies to deliver greater value without disrupting established connections. (03:07:21) - Chris Black is a media personality, writer, and brand consultant best known as the co-host of the podcast How Long Gone. He?s recognized for his sharp commentary on culture, fashion, media, and internet trends, and for advising brands and creators on positioning, storytelling, and taste-driven marketing.

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This is our full interview with Tyler Cowen, recorded live on TBPN.

We discuss Kevin Warsh and the Federal Reserve, volatility in precious metals and gold, AI-driven unemployment, Clawdbot, and the broader societal impacts of AI.

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

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

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Labelbox - https://labelbox.com

Lambda - https://lambda.ai

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

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

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

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(01:42) - Who is Kevin Warsh? (31:57) - ? Timeline Reactions (40:34) - Google Targets Chinese "Cyber Weapon" (47:48) - WSJ Mansion Section (01:03:08) - Jim Lanzone, CEO of Yahoo, has a rich background in technology and media, including leadership roles at Tinder and CBS Interactive. In his discussion, he reflects on his journey as a "turnaround guy," detailing his experiences revitalizing companies like Ask Jeeves and CBS Interactive. He emphasizes the importance of starting with substantial traffic and improving products, teams, and focus areas to achieve successful turnarounds. (01:36:39) - Tyler Cowen, an American economist and professor at George Mason University, is renowned for his work in cultural economics and his influential blog, Marginal Revolution. In the conversation, he discusses the appointment of Kevin Warsh as Federal Reserve Chair, expressing cautious optimism about Warsh's political acumen and potential independence from President Trump. Cowen also addresses the surge in precious metals, attributing it to investors' search for safe havens amid global uncertainty, and emphasizes the importance of the Federal Reserve's vigilance regarding AI's impact on the financial system and employment. (02:04:08) - Jason M. Lemkin is a SaaS investor, founder, and operator best known for founding SaaStr, the largest global community for SaaS founders and executives. He previously founded EchoSign, which was acquired by Adobe, and now focuses on early- and growth-stage SaaS companies through SaaStr Fund while hosting SaaStr Annual, one of the industry?s flagship conferences. (02:45:57) - Alex Roy, an American writer and rally race driver known for setting endurance driving records, discusses his team's recent achievement of completing the first Tesla Full Self-Driving (FSD) Cannonball Run across the United States with zero interventions. The journey, spanning 3,081 miles from Los Angeles to New York, took 58 hours and 22 minutes, with FSD handling all driving tasks, including navigation through adverse winter conditions. Roy highlights that human errors, such as navigational and charging mistakes, added time to the trip, emphasizing the impressive capabilities of Tesla's FSD system. (02:59:34) - Bobby Fijan, co-founder of The American Housing Corporation, discusses the company's mission to build row homes for young families across the U.S. By vertically integrating manufacturing, contracting, and development, they aim to reduce on-site labor by 95% and offer fixed pricing nationwide. Fijan emphasizes the importance of providing affordable, family-friendly housing to retain families in urban areas. (03:08:24) - ? Timeline Reactions

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This is our full interview with Eric Seufert, analyst at Heracles Media, recorded live on TBPN.

We discuss Apple?s AI and privacy tradeoffs, Meta?s AI-powered ad rebound, and how Google is monetizing Gemini at scale.

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This is our full interview with Bloomberg?s Managing Editor, Mark Gurman, recorded live on TBPN.

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

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

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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(02:23) - Apple Acquires Audio AI Startup Q.AI (12:05) - Microsoft, Meta, and Tesla Earnings (25:37) - ? Timeline Reactions (36:27) - SpaceX & xAI Merger (41:02) - ? Timeline Reactions (54:23) - Google DeepMind's Project Genie (01:06:51) - Chrome Debuts "Agentic Browsing" (01:10:41) - TikTok Uninstalls Surge 150% (01:15:21) - Anton Osika, co-founder and CEO of Lovable, an AI-powered platform enabling users to build applications through natural language prompts, discusses the company's rapid growth, including reaching 300 million annual recurring revenue (ARR) within two months. He highlights how Lovable empowers non-technical users to create and deploy software solutions, citing examples like a restaurant owner developing an AI phone-answering system and a pet owner generating AI-crafted dog portraits for sale. Osika emphasizes the platform's focus on simplicity and security, aiming to democratize software development and unlock human creativity. (01:44:48) - Christian Garrett & Delian Asparouhov is a venture capitalist and co-founder of The Hill & Valley Forum, a bipartisan community bridging Silicon Valley and Washington, D.C., to address national security challenges through technology. In the transcript, he discusses the upcoming third annual Daytime Forum, emphasizing its focus on strengthening ties between the technology sector and government, expanding into industries like biotechnology, and increasing international participation to foster collaboration with U.S. allies. He also highlights the forum's evolution into a platform for developing and endorsing joint policies that align public and private sector incentives for national benefit. (02:00:03) - Eric Seufert is a mobile growth strategist and analyst best known for his writing on advertising, user acquisition, and platform economics. He runs Mobile Dev Memo, a widely read industry blog, is the author of Freemium Economics, and previously led user acquisition at Rovio, where he worked on scaling mobile games in a post-IDFA world. (02:36:46) - Kevin Weil, OpenAI's Chief Product Officer, discusses the transformative impact of AI on scientific research, highlighting how advanced models like GPT-5.2 are now capable of solving complex, open problems in mathematics and other scientific fields. He emphasizes the importance of integrating AI into scientists' daily workflows through tools like Prism, which enhance scientific writing and collaboration. Weil envisions a future where AI accelerates scientific discovery by automating routine tasks and enabling researchers to focus on more complex challenges. (02:55:26) - Mehul Nariyawala, co-founder of Matic, discusses the company's recent $60 million funding led by Sutter Hill Ventures, the challenges and insights gained from various pricing models for their autonomous home robots, and the strategic focus on building consumer trust and data collection through their initial product to pave the way for future advancements in home robotics. (03:06:19) - ? 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.

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(00:20) - Netflix & AI Slop (18:10) - Saudi Liquidity Crunch (30:36) - ? Timeline Reactions (33:55) - Clawdbot Timeline Reactions (01:02:13) - Mark Gurman is a technology journalist and Apple analyst best known for his reporting on Apple?s products, strategy, and internal decision-making. He is the author of Bloomberg?s Power On newsletter, where he consistently breaks news on iPhone, Mac, Vision Pro, and Apple?s executive and product roadmap?often months or years ahead of official announcements. (01:55:41) - Miles Brundage, Executive Director of the AI Verification and Evaluation Research Institute (AVERI), discusses the critical need for independent auditing of AI systems to ensure their safety and security, drawing parallels to established practices in other industries. He outlines four key risk categories: unintended system behaviors, misuse of AI systems, emergent social phenomena, and traditional security issues, emphasizing the importance of rigorous third-party evaluations to address these challenges. Brundage also highlights AVERI's role as a nonprofit think tank dedicated to developing standards and fostering collaboration among stakeholders to build a robust AI auditing industry. (02:12:19) - ? Timeline Reactions (02:31:08) - Aidan Smith & Asher Spector, co-founders of Flapping Airplanes, an AI lab focused on data efficiency, discusses their goal of training human-level intelligent models without consuming vast amounts of data. They emphasize the importance of creating data-efficient AI systems to facilitate easier integration into the economy and to address challenges in data-constrained fields like robotics and scientific discovery. Smith also highlights the lab's commitment to foundational research before commercialization, aiming to solve significant problems in AI data efficiency. (02:42:48) - Alex Dhillon, founder and CEO of Outtake, a cybersecurity startup, discusses the company's recent $40 million Series B funding led by ICONIQ, with participation from notable investors like Microsoft CEO Satya Nadella and Palo Alto Networks CEO Nikesh Arora. He highlights Outtake's mission to combat the surge in AI-driven impersonation and fraud by providing a unified platform that enables enterprises and government agencies to detect, investigate, and disrupt identity-based threats across digital channels. Dhillon emphasizes the importance of reducing the return on investment for digital criminals by swiftly removing fake content, thereby maintaining high digital trust for institutions. (02:55:24) - Mitchell Angove, founder of Feanix, discusses how his company utilizes whole-genome sequencing and AI to help dairy farmers manage their cows more efficiently. By analyzing genetic and phenotypic data, Feanix's AI models predict a cow's life outcomes with about 90% accuracy, enabling farmers to make informed decisions on breeding and health management. Angove also mentions that Feanix has raised over $5 million in seed funding and is rapidly scaling, currently managing close to half a million cows. (03:01:26) - Gabriel Stengel, CEO and co-founder of Rogo, a generative AI platform for finance professionals, discusses the company's recent $75 million Series C funding led by Sequoia Capital. He explains how Rogo enhances productivity for investment bankers by automating tasks like building PowerPoints and benchmarking comps, allowing them to focus on interpersonal aspects such as negotiation and client relationships. Stengel also highlights the evolution of Rogo's capabilities over the past two years, noting significant improvements in model quality and integration into various financial workflows, including back-office operations. (03:12:26) - Sierra Peterson, co-founder of Voyager Ventures, an early-stage venture capital firm, discusses her extensive 21-year career in energy, including roles at the International Energy Agency and the Obama White House. She highlights Voyager's focus on investing in foundational technologies such as energy, transportation, materials production, and AI, emphasizing the firm's recent $275 million Fund II aimed at advancing these sectors. Peterson also addresses the rapid advancements in electrification and solar energy, underscoring their potential to drive global economic growth and resilience. (03:25:43) - ? Timeline Reactions

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This is our full interview with Peter Steinberger, his first public appearance since launching Clawdbot, recorded live on TBPN.

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

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

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

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

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Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

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

Phantom - https://phantom.com/cash

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(03:37) - Clawdbot Rebrands to Moltbot (45:55) - Meta Announces $6B Corning Deal (48:45) - Meta To Test Premium Subscription Plans (56:29) - Ramp's New Super Bowl Ad (59:20) - Timeline Reactions (01:14:30) - Jamie Cuffe, founder and CEO of Pace, an AI operations partner for leading insurers, announced the company's $10 million Series A funding led by Sequoia Capital. He discussed Pace's role in automating back-office operations for major insurers like Prudential and The Mutual Group, focusing on tasks such as new business intake, policy servicing, and claims processing. Cuffe highlighted the company's approach of converting standard operating procedures into natural language instructions for AI agents, enabling efficient and scalable automation of complex insurance workflows. (01:28:57) - Ben Lerer, a native New Yorker, is the co-founder and managing partner of Lerer Hippeau Ventures, an early-stage venture capital firm, and the founder of Thrillist, a digital media company. In the conversation, he reflects on his journey from launching Thrillist during New York's nascent tech scene to navigating the challenges of scaling a media business amid evolving digital landscapes. He emphasizes the importance of staying true to one's passion, the pitfalls of overextending in pursuit of growth, and the value of building niche, community-focused media ventures. (01:58:58) - Lucas Atkins, Chief Technology Officer at Arcee AI, discusses the company's transition from customizing enterprise language models to developing their own, including the release of a 400-billion-parameter model. He highlights the shift in defining "small" language models, now considered to be under 50 billion parameters, and emphasizes the importance of task-driven reinforcement learning in enhancing model performance. Atkins also addresses the competitive landscape, noting the scarcity of U.S.-based open-source models and the need for sovereign AI solutions. (02:12:54) - Bridgit Mendler, an American actress, singer, and entrepreneur, is the CEO and co-founder of Northwood Space, a satellite data startup. In the conversation, she discusses Northwood's recent $100 million Series B funding round and a $49.8 million contract with the Space Force, highlighting the company's rapid growth and its mission to streamline satellite communications by managing the entire ground infrastructure stack. She also emphasizes the importance of vertical integration to address challenges in supply chain, deployment, and regulatory approvals, aiming to accelerate the deployment of diverse and ambitious space missions. (02:28:36) - Jeff Miller, Vice President of Marketing at Anduril Industries, discusses the company's expansion into merchandise, including collaborations with NASCAR and Ohio State University, and the launch of high-demand items like the flight jacket. He introduces the development of a global AI drone racing league, emphasizing autonomy and software innovation, with plans for virtual qualifiers leading to a physical competition in Columbus, Ohio. Additionally, Miller highlights Anduril's strategic growth, mentioning the upcoming Long Beach office to attract engineering talent and a focus on transparent product development to demonstrate scalability and reliability. (02:52:56) - Peter Steinberger, an Austrian software engineer and entrepreneur, is renowned for founding PSPDFKit in 2011, which became the industry standard for PDF frameworks. After selling the company in 2021, he returned to the tech scene in 2025 to develop Clawdbot, an open-source AI assistant designed to run locally on users' devices, integrating with messaging platforms and performing tasks like sending emails and managing calendars. In a recent conversation, Steinberger discussed his journey from retirement back into software development, the creation and rapid adoption of Clawdbot, and his commitment to open-source projects that prioritize user privacy and autonomy. (03:30:40) - Aaron Frank, a Partner at Lightspeed Venture Partners, co-founded Final, Inc., a credit card company acquired by Goldman Sachs, contributing to the development of the Apple Card. In the conversation, he discusses the challenges and opportunities in agentic commerce, emphasizing the need for efficient payment rails to support AI-driven transactions, and explores the role of stablecoins in facilitating global financial transactions.

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(00:30) - Clawdbot: AI Enters the Napster Era (31:55) - Timeline Reactions (45:35) - George Kurtz, co-founder and CEO of CrowdStrike, is a prominent figure in cybersecurity and an accomplished endurance racer. In the conversation, he discusses his recent victory at the 24 Hours of Daytona, highlighting the team's perseverance after a challenging start, the strategic approach to endurance racing, and the personal fulfillment he derives from the sport. Kurtz also touches on the importance of physical and mental preparation for such demanding events and shares insights into his journey from cybersecurity entrepreneur to competitive racing driver. (01:01:15) - ChatGPT Ads Breakdown (01:15:00) - Timeline Reactions (01:37:43) - Joseph Lubin, a Canadian-American entrepreneur and technologist, co-founded Ethereum and founded ConsenSys, a blockchain venture studio. In the conversation, he discusses the end of a financial super cycle, the potential of decentralized technologies like Ethereum to reshape the global economy, and the importance of integrating traditional finance with decentralized finance to foster innovation and growth. (02:03:22) - Kurt Terrani, CEO of Standard Nuclear, discusses his company's role in producing advanced nuclear fuels, particularly TRISO fuel, essential for the operation of emerging advanced reactors. He highlights the critical need for a reliable fuel supply to meet the growing energy demands across sectors like defense, space exploration, and AI, emphasizing that reactors cannot function without proper fuel. Terrani also notes the company's strategic location in Oak Ridge, Tennessee, which provides access to a skilled workforce and necessary infrastructure for nuclear fuel fabrication. (02:15:14) - Christian Keil, formerly Vice President of External Relations at Astranis, has transitioned to a new role at Andreessen Horowitz. In his recent conversation, he reflects on his journey from Minnesota to San Francisco, his growth from an individual contributor to a VP at Astranis, and his insights into the evolving satellite internet market, emphasizing the need for multiple companies to build a comprehensive space-based internet infrastructure. He also discusses his plans at Andreessen Horowitz, focusing on aerospace, defense, and energy sectors, and his approach to engaging with founders and exploring new investment opportunities. (02:27:50) - Lan Xuezhao, founder of Basis Set Ventures, discusses the firm's early focus on AI investments since 2017 and the recent raise of a $250 million fourth fund. She highlights the importance of investing in AI infrastructure and applications, emphasizing the need for systems to become more intelligent and human-like. Xuezhao also expresses enthusiasm for advancements like Cloudbot, while acknowledging concerns about security issues, and shares her vision for automating various aspects of the economy to allow humans to engage in more fulfilling activities. (02:40:51) - Victor Riparbelli, CEO and co-founder of Synthesia, a leading AI video generation platform, discusses the company's recent Series E funding round, highlighting significant growth and the high quality of revenue from substantial deployments, including multimillion-dollar contracts with 90% of Fortune 100 companies. He emphasizes the steady and compounding nature of this growth, noting that the majority of Synthesia's use cases involve complex product explanations, both internally and externally, particularly in industries like insurance, pharmaceuticals, and software. Riparbelli also introduces new products at the intersection of agentic experiences and video, such as interactive corporate training videos that engage users in role-playing scenarios to enhance learning and retention.

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(02:08) - What China Actually Imports from the West (11:58) - Sony and TCL Form Alliance (17:08) - ? Timeline Reactions (21:19) - TikTok Deal (31:41) - Tech Giants Hit by Spying (34:36) - ? Timeline Reactions (43:02) - Google and Epic Games Settle (46:21) - Crypto Prepares for Quantum Threats (49:20) - ? Timeline Reactions (01:00:34) - Tuhin Srivastava is the CEO and co-founder of Baseten, an AI inference company that has experienced significant growth, raising $150 million at a $2.15 billion valuation. He discusses the rapid adoption of AI models by enterprises, emphasizing the importance of infrastructure to support scalable and efficient AI applications. Srivastava also highlights the challenges enterprises face in deploying custom models and the role of companies like Baseten in facilitating this transition. (01:17:17) - Bryce Strauss, co-founder of Nominal, discusses the company's partnership with Pratt Miller Motorsports, emphasizing the integration of Nominal's engineering software into the team's race operations. He highlights the challenges of endurance racing, such as managing fuel consumption and data analysis, and explains how Nominal's platform aids in optimizing performance through real-time telemetry and decision-making. Strauss also notes the broader applications of their technology across industries like aerospace and defense, underscoring its versatility in handling complex engineering problems. (01:30:48) - Max Spero, co-founder and CEO of Pangram Labs, discusses the company's mission to detect AI-generated content and its rapid growth since launching a Twitter bot in late 2025. He highlights partnerships with platforms like Quora to maintain content authenticity and addresses challenges posed by AI-generated misinformation, emphasizing the importance of accurate detection tools to preserve the integrity of online information. (01:50:59) - Russ d'Sa, CEO of LiveKit, discusses the company's recent achievement of becoming a unicorn with a $100 million Series C funding round, valuing the company at $1 billion. He attributes this success to the rapid growth of voice AI and LiveKit's pivotal collaboration with OpenAI on ChatGPT's voice mode, which transformed their focus from video conferencing infrastructure to AI. D'sa emphasizes the importance of user experience in voice AI, noting that personal assistants should exhibit human-like empathy, while B2B applications prioritize reliability and efficiency. (02:07:39) - WSJ Mansion Section (02:18:55) - ? Timeline Reactions

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

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

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

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

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

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

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

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