AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa episode artwork

EPISODE · Oct 2, 2025 · 3H 2M

AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa

from TBPN · host John Coogan & Jordi Hays

(01:18) - AI’s Power Problem (22:04) - Andrej Karpathy AI Models Law of Diminishing Returns (35:40) - 𝕏 Timeline Reactions (56:18) - Apple Goes Meta on AI Glasses (01:01:31) - Josh Isner, President of Axon, has been with the company since 2009, starting in the Leadership Development Program and advancing through various roles to his current position. In the conversation, he discusses Axon's evolution from a hardware-focused company to a leader in software solutions for public safety, highlighting innovations like the Draft One AI product that generates initial police reports from body camera transcripts, significantly reducing officers' administrative workload. He also touches on the strategic acquisition of Prepared AI to enhance emergency response times and emphasizes the importance of open APIs to ensure interoperability with other public safety technologies. (01:19:31) - 𝕏 Timeline Reactions (01:30:12) - Intel CEO Pat Gelsinger has been vocal about the critical role of artificial intelligence (AI) in the company's future and the broader tech industry. He emphasizes that as everything becomes more digital, the demand for semiconductors, which power AI technologies, will continue to grow. Gelsinger refers to this trend as the "siliconomy," highlighting the increasing reliance on silicon-based technologies in our daily lives. Under Gelsinger's leadership, Intel has launched an "AI everywhere" strategy, aiming to integrate AI capabilities across its product lines. (02:16:04) - 𝕏 Timeline Reactions (02:29:41) - Sheel Mohnot, co-founder of Better Tomorrow Ventures, announced the successful raise of a new $140 million fund focused on pre-seed and seed-stage fintech companies. He discussed the firm's broad investment approach, including vertical SaaS and B2B marketplaces, and noted the evolving fintech landscape, highlighting recent public offerings by companies like Chime, Klarna, and Etoro. Mohnot also emphasized the importance of resilience for founders during challenging periods and shared his perspective on the competitive dynamics within the stablecoin sector. (02:40:30) - Santiago Nestares, co-founder of Dual Entry, an AI-driven ERP company, discusses their recent $90 million Series A funding and the challenges of modernizing legacy ERP systems. He highlights their innovative migration engine that enables rapid, low-risk transitions, allowing clients to experience the platform with their own data before committing. Nestares emphasizes the importance of reducing repetitive tasks for finance teams, enabling them to focus on strategic decision-making. (02:47:35) - Austin Federa, co-founder of DoubleZero and former Head of Strategy at the Solana Foundation, discusses how DoubleZero is building a high-performance, permissionless fiber network to enhance blockchain infrastructure by increasing bandwidth and reducing latency. He explains that the current internet was not designed for high-performance systems like blockchains, leading to inefficiencies and vendor lock-in due to data transfer costs. By creating a decentralized network of dedicated fiber and subsea cables, DoubleZero aims to provide faster, more efficient connectivity for distributed systems, starting with Solana validators as their initial market. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa

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Daily Biz & Tech News by O.G. Finance O.G. Finance 📈 TBPN + Squawk Box = O.G. Finance 🔥 Daily tech news, financial news, and business news podcast by the O G finance bros.Inquire about sponsorships: [email protected] Jordi Hays - Biography Flash Inception Point Ai Jordi Hays Biography Flash is your go-to podcast for a comprehensive deep dive into the life, career, and ongoing ventures of Jordi Hays, one of the most prolific young entrepreneurs of his generation. Hosted by AI host Vanessa Clark, this show delivers a thoroughly researched biography of the Forbes Thirty Under Thirty honoree in finance, tracing his remarkable journey from launching a skateboard company called J Man at age twelve with just six hundred and fifty dollars to co-founding multiple ventures spanning the creator economy, fintech, media, and consumer products. From Branded Native, the YouTube ad network connecting over five hundred creators with brands, to the freelancer marketplace Likewise, to Party Round and its evolution into Capital, the Andreessen Horowitz-backed fintech platform acquired by Rho, this podcast covers every chapter of Hays's relentless building career. The show also follows his latest ventures, including TBPN, the daily tech podcast network he co-founded Jordi Hays - Biography Flash Inception Point AI Jordi Hays Biography Flash is your go-to podcast for a comprehensive deep dive into the life, career, and ongoing ventures of Jordi Hays, one of the most prolific young entrepreneurs of his generation. Hosted by AI host Vanessa Clark, this show delivers a thoroughly researched biography of the Forbes Thirty Under Thirty honoree in finance, tracing his remarkable journey from launching a skateboard company called J Man at age twelve with just six hundred and fifty dollars to co-founding multiple ventures spanning the creator economy, fintech, media, and consumer products. From Branded Native, the YouTube ad network connecting over five hundred creators with brands, to the freelancer marketplace Likewise, to Party Round and its evolution into Capital, the Andreessen Horowitz-backed fintech platform acquired by Rho, this podcast covers every chapter of Hays's relentless building career. The show also follows his latest ventures, including TBPN, the daily tech podcast network he co-founded

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