Afleveringen
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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:Ramp - https://ramp.com
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(01:58) - China's AI Push Sounds Alarms(36:37) - Should You Recline Your Airplane Seat?(42:47) - 𝕏 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) - 𝕏 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.
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Zijn er afleveringen die ontbreken?
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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: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
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Follow TBPN:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(01:35) - The AI Cold War(33:40) - Odyssey Rips(44:19) - 𝕏 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) - 𝕏 Timeline Reactions
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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.
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive -
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
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) - 𝕏 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) - 𝕏 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.
TBPN is made possible by:
Ramp - https://ramp.com
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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://www.youtube.com/@TBPNLive
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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: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
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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
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
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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: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
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(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://www.youtube.com/@TBPNLive
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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: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
-
(00:39) - Apple vs OpenAI(25:24) - Paramount Threatens to Leave CA(42:48) - 𝕏 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) - 𝕏 Timeline Reactions
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://www.youtube.com/@TBPNLive
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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:Ramp - https://ramp.com
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https://www.youtube.com/@TBPNLive
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(00:18) - SK Hynix Rallies in Trading Debut(04:00) - GPT-5.6 Stories(19:28) - 𝕏 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) - 𝕏 Timeline Reactions(01:28:53) - Hollywood Chases Internet Horror(01:38:34) - AI Songs May Get Labels(01:40:56) - 𝕏 Timeline Reactions(01:43:23) - Kim Renovates Nine Mansions(01:47:20) - 𝕏 Timeline Reactions
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://x.com/tbpn
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https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
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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: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
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(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.
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
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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: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
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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.
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MongoDB - https://www.mongodb.com
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Codex - http://openAI.com/codexSign 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 -
(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) - 𝕏 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) - 𝕏 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.
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:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
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