TBPN

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.Follow 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

(01:04) - Cerebras IPO (21:36) - Warsh Confirmed as FED Chair (30:51) - Amy Reinhard is the President of Advertising at Netflix, where she leads the company’s global ads business and monetization strategy. She oversees Netflix’s push into ad-supported streaming, partnerships with advertisers, and the development of new advertising products and measurement capabilities. (45:46) - General Catalyst Ad Reactions (01:03:38) - Ben Hylak is the founder and CEO of Raindrop, a relationship management platform designed to help people strengthen and maintain personal and professional connections. He focuses on building consumer software that uses AI and thoughtful design to make networking and relationship-building more natural, proactive, and human-centered. (01:29:03) - Doug O'Laughlin is an analyst and writer at SemiAnalysis, where he covers AI infrastructure, semiconductors, cloud computing, and hyperscaler economics. He is known for deep technical and financial breakdowns of GPUs, data centers, and the companies shaping the AI compute stack. (02:23:13) - Andrew Feldman is the co-founder and CEO of Cerebras Systems, an AI hardware company building wafer-scale processors designed for large-scale AI training and inference. He previously co-founded SeaMicro, which was acquired by AMD, and focuses on rethinking compute architecture for the era of massive machine learning models. (02:42:27) - Eric Vishria is a general partner at Benchmark focused on early-stage software and AI investments. Before joining Benchmark, he held product and operating roles at companies including RockMelt and Google, and is known for working closely with founders on product strategy, growth, and company building. (02:56:51) - Steve Vassallo is a general partner at Foundation Capital focused on enterprise software, AI, and frontier technologies. He works closely with technical founders building infrastructure and developer-focused companies, and is known for backing ambitious startups at the earliest stages. Follow 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

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.Follow 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

(00:50) - Trump-Xi Summit (28:35) - Space Data Centers (37:29) - 𝕏 Timeline Reactions (57:39) - Wall Street's Inflation Fears Rise (01:01:37) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as the CEO of Affirm, a financial technology company offering "buy now, pay later" services. In his recent conversation, Levchin discussed his deep dive into the mechanics of espresso machines, emphasizing his passion for mastering complex systems. He also highlighted the importance of specialization and depth of knowledge in one's field, advocating for young professionals to pursue expertise in areas like computer science to remain competitive in an evolving job market. (01:30:40) - Delian Asparouhov, co-founder and president of Varda Space Industries, discusses the company's collaboration with United Therapeutics to manufacture pharmaceuticals in microgravity, aiming to improve drug formulations for rare pulmonary diseases. He highlights the significance of this partnership as the first instance of a publicly traded company investing its own resources to produce physical products in low Earth orbit. Asparouhov also elaborates on the technical processes involved, including the benefits of microgravity for drug crystallization and the logistics of launching and retrieving these products from space. (02:01:19) - Richard Socher, former Chief Scientist at Salesforce and founder of You.com, is now leading Recursive Superintelligence, an AI startup focused on developing self-improving AI systems. In the conversation, he discusses the company's mission to build recursive, self-improving superintelligence capable of automating knowledge discovery, emphasizing the importance of AI systems that can autonomously enhance their own capabilities. He also highlights the recent funding success, with Recursive Superintelligence raising over $650 million at a $4.65 billion valuation, led by GV (Google Ventures) and Greycroft, with participation from Nvidia and AMD. (02:12:38) - 𝕏 Timeline Reactions (02:18:17) - Brandon Hill, CEO and co-founder of Vori, is a third-generation grocer whose family has been in the grocery industry for over 40 years. In the conversation, he discusses Vori's mission to modernize grocery store operations by automating processes such as inventory management, pricing, and ordering, aiming to enhance efficiency and profitability for independent retailers. Hill also highlights Vori's recent $22 million funding round, which will support the company's expansion and further development of its autonomous operating system for supermarkets. (02:26:03) - Nate Tepper, founder and CEO of True Short, an AI-driven film studio and streaming platform, discusses the company's innovative approach to creating and distributing vertical, short-form content inspired by China's successful micro-dramas. He highlights their strategy of forming creative pods—teams consisting of a showrunner, AI filmmaker, and editor—to produce weekly series, and emphasizes their focus on rapid content creation and distribution to stay ahead of competitors. Tepper also notes the importance of both organic and paid growth strategies, leveraging platforms like TikTok to drive user engagement and app downloads. (02:39:04) - Joubin Mirzadegan, co-founder and CEO of Roadrunner, discusses the company's inception at Kleiner Perkins, where he identified a critical need for improved revenue infrastructure through conversations with CIOs. He highlights the challenges posed by evolving pricing models, such as the shift from software to SaaS and now to AI-driven consumption-based billing, necessitating adaptable CPQ solutions. Mirzadegan emphasizes the complexity of the sales process, involving multiple stakeholders like CIOs and CROs, and underscores Roadrunner's mission to streamline this process by integrating AI to enhance efficiency and accuracy. (02:46:29) - Roman Chernin, a founding member of Nebius since its inception in summer 2024, discusses the company's rapid growth and its focus on building a vertically integrated, AI-specialized cloud infrastructure. He highlights the swift evolution of AI models, noting that open-source alternatives are catching up to frontier models within three to six months, prompting customers to switch for cost efficiency. Chernin also addresses challenges in scaling, including physical infrastructure bottlenecks and the necessity of efficient financing, emphasizing the importance of post-sales support and recent strategic acquisitions to enhance inference optimization capabilities. Follow 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

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.Follow 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

This is our full conversation with Roger Lynch, recorded live on TBPN.We discuss why trusted media brands like Vogue and The New Yorker may become even more valuable in the AI era, how Condé Nast is adapting to the collapse of search traffic and the rise of AI-generated content, why Roger believes publishers should stop relying on Google for distribution, and how the company is thinking about subscriptions, events, branded content, creators, and the future of journalism as platforms like Substack, TikTok, and AI reshape the media industry.Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

(00:23) - Trial Update (13:10) - AI SPVs (24:28) - Thinking Machines Interaction Models (29:16) - Doomberg is an anonymous team of former industry executives who write about energy markets, finance, and geopolitics, known for their green chicken avatar and a Substack newsletter with over 373,000 subscribers. In the conversation, Doomberg discusses their decision to maintain anonymity to preserve brand mystique, the strategic choice of their green chicken logo inspired by Bloomberg's keyboard color scheme, and the importance of standing out in a crowded media landscape. (01:05:12) - Sahir Jaggi, founder and CEO of Forus, discusses his company's mission to streamline access to high-cost, complex medications by automating the intricate processes involving insurance, pharmacies, and supply chains using AI. By offering this service for free to doctors' offices, Forus aims to alleviate administrative burdens, allowing healthcare providers to focus on patient care. Additionally, the company leverages its extensive network to collaborate with life science firms, accelerating the development and market introduction of new therapies. (01:14:06) - Sam Blond, co-founder and CEO of Monaco, an AI-native sales platform, discusses the company's rapid growth since its February launch, surpassing initial expectations in customer acquisition and revenue. He highlights Monaco's all-in-one approach, replacing traditional CRMs and integrating AI agents to automate sales tasks, thereby reducing the need for manual labor. Additionally, Blond emphasizes the unique advantage of pairing each customer with a forward-deployed account executive, ensuring successful implementation and support. (01:25:55) - Kevin Hartz, co-founder of Xoom and Eventbrite, is a prominent entrepreneur and investor. In the conversation, he discusses A* Capital's recent $450 million Fund III, emphasizing their generalist investment approach with a focus on AI applications, and highlights their strategy of supporting young founders, including teenagers. (01:38:52) - Alex Shan, CEO of Judgment Labs, discusses his company's focus on enhancing long-horizon autonomous agents through the analysis of production data, emphasizing the importance of such data in improving agent performance across various industries. He highlights their recent Series A funding co-led by Lightspeed Venture Partners and Green Oaks, and mentions partnerships with companies like Monaco to optimize agent development. Shan also notes that while coding agents are currently the most verifiable and thus easier to improve, progress is being made in less quantifiable domains such as finance, legal, and sales. (01:45:55) - Glen Wise, Co-Founder and CEO of Cinder, discusses the company's recent $41 million funding round led by Radical Ventures and its mission to help companies combat AI-powered abuse across the internet. He explains that Cinder's platform enables clients to set specific policies to detect and mitigate various threats, from cyberbullying to state-sponsored espionage, using AI-driven solutions. Wise also highlights the challenges of scaling their services to accommodate large clients like Spotify, emphasizing the importance of processing data quickly and making rapid decisions to effectively enforce content policies. (02:00:46) - eBay Rejects Gamestop (02:03:05) - BuzzFeed Sold (02:09:46) - Roger Lynch is the CEO of Condé Nast, where he oversees global brands including Vogue, The New Yorker, and GQ. He previously served as CEO of Pandora and Sling TV, and is known for leading digital transformation efforts across media, streaming, and publishing businesses. Follow 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

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.Follow 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

(00:29) - AP & Swatch Collab (16:45) - Cerebras Boosts IPO Price Range (24:56) - Trump to Visit China (29:37) - Timeline Reactions (36:37) - Ferdinand Dabitz, co-founder and CEO of Augustus, a fintech company specializing in instant bank payments, discusses the recent conditional approval from the SEC to charter Augustus National Bank as a full-service U.S. national bank. He emphasizes the unparalleled global demand for the U.S. dollar and identifies inefficiencies in current clearing banks, which are slow and outdated. Dabitz outlines Augustus National Bank's mission to modernize this infrastructure, aiming to enhance the distribution of the dollar by offering faster and more efficient clearing services to global financial institutions. (41:47) - - Spencer Rascoff, co-founder of Zillow and current CEO of Match Group, discusses his transition from the board to CEO, emphasizing his commitment to addressing the global loneliness epidemic through Match Group's platforms. He outlines his initial focus on breaking down organizational silos within the company, transforming it from a holding company to an operating company, and highlights the importance of people, motivation, and organization in building great products. Rascoff also shares his hands-on approach to revitalizing Tinder, aiming to enhance innovation and user outcomes, particularly for the Gen Z demographic. (01:05:47) - - Eric Olson, co-founder of Consensus, an AI-powered academic search engine, discusses the company's recent $30 million Series B funding led by Great Point Ventures, aimed at expanding their product beyond search into a comprehensive workspace for researchers. He highlights the organic growth driven by direct-to-consumer adoption and partnerships with over 100 universities, where libraries distribute the product to students. Olson emphasizes focusing on automating specific research tasks, such as literature searches, while leaving uniquely human aspects like idea generation and interdisciplinary connections to researchers. (01:13:37) - - Matt Lohstroh, co-founder and CEO of Giga Energy, began his journey at Texas A&M University, where he and his colleagues developed modular data centers powered by flared natural gas to mine Bitcoin. Facing supply chain challenges, they vertically integrated their operations, manufacturing essential components like transformers and switchgear, and expanded into AI data centers. Lohstroh emphasizes Giga's commitment to rapid deployment, achieving data center energization in nine months by prefabricating infrastructure, and highlights the importance of community engagement to address concerns such as noise and energy consumption. (01:28:03) - - Jay Azhang, founder of N of 1, an AI research lab focused on financial markets, discusses his background in public market investing and software development, and how his company aims to train models that generalize across markets to eventually surpass human traders. He highlights the importance of integrating with various brokerages to provide a consumer-facing platform where users can describe trading ideas in natural language, which the models then translate into fully deployed trading agents. Additionally, he mentions that N of 1 recently raised a $15 million funding round to support their initiatives. (01:36:12) - - Laurel Supply Discussion (01:45:26) - - Amir Sadeghian, CEO and co-founder of Astrocade, discusses how their AI-powered platform enables anyone to create and share games using natural language prompts, democratizing game development. He highlights the platform's rapid growth, with over 75,000 games created by users from 80 countries and approximately 5 million monthly active users. Sadeghian also emphasizes Astrocade's mission to make interactive content creation accessible and enjoyable for a diverse global audience. (02:03:24) - - Timeline Reactions (02:10:12) - - Alexander Taubman, co-founder and CEO of Long Lake, discusses the company's recent $6.3 billion acquisition of American Express Global Business Travel, marking their largest deal to date. He highlights Long Lake's strategy of integrating applied AI into service sectors, aiming to enhance productivity and customer experience. Taubman also emphasizes the company's focus on long-term growth and its commitment to transforming the services industry through technology. (02:25:11) - - Quaid Walker discusses the anticipated collaboration between Swatch and Audemars Piguet, known as "Royal Pop," set to launch on May 16, 2026. He highlights that the collaboration is expected to reinterpret the iconic Royal Oak design into a more accessible format, possibly featuring a mechanical movement and a versatile design that can be worn as a wristwatch or a lanyard accessory. Walker also notes the potential impact on the luxury watch market, considering the collaboration's aim to introduce younger buyers to mechanical watchmaking while maintaining the prestige of the Audemars Piguet brand. Follow 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

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.Follow 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

This is our full conversation with Brian Chesky, recorded live on TBPN.We discuss how Airbnb reaccelerated growth by rebuilding startup intensity and embracing “founder mode” leadership, why Chesky believes today’s AI chatbots are not the right interface for the future of travel and e-commerce, how Airbnb is using AI across the business with 60% of its code now written by AI, and why he believes the next major wave of AI innovation will come from immersive consumer products, visual interfaces, and agentic experiences rather than another wave of enterprise software.Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

(01:34) - Apple and Intel Reach Chip Deal (10:05) - The American Economic Rollercoaster (27:52) - Timeline Reactions (43:48) - Josh Reeves, CEO and co-founder of Gusto, a company specializing in payroll, benefits, and HR solutions for small businesses, discusses the company's recent milestone of surpassing $1 billion in trailing revenue, attributing this achievement to their commitment to assisting small businesses. He emphasizes Gusto's focus on execution and support for small businesses, noting that while they have no immediate plans to go public, they are closely monitoring market conditions. Reeves also highlights the impact of AI on business growth rates and the increase in new business formations, expressing optimism about the potential for AI to empower more individuals to become business owners. (55:59) - Jonathan Neman, co-founder and CEO of Sweetgreen, discusses the company's recent nationwide launch of wraps, marking its most significant menu expansion to date. After a year of development, Sweetgreen introduced four signature wraps featuring a custom four-ingredient tortilla, aiming to offer a portable, healthy, and craveable option for customers. Neman emphasizes the importance of customer feedback in this innovation, highlighting the use of social listening tools and direct interactions to meet consumer demands for convenient and satisfying meals. (01:32:00) - Zal Bilimoria is the solo general partner at Refactor Capital, a seed-stage venture capital firm he founded in 2016, focusing on hard tech startups in sectors like bio, climate, and aerospace. In the conversation, he reflects on his journey from product management roles at Microsoft, Google, YouTube, Netflix, and LinkedIn to becoming a partner at Andreessen Horowitz, where he co-launched their Bio Fund, before establishing Refactor Capital. Bilimoria discusses his investment philosophy, emphasizing a concentrated portfolio strategy, writing $1-2 million checks to 20-25 companies per fund, and highlights recent successes such as Astranis' $450 million Series E raise and PathAI's $1 billion acquisition by Roche. (01:56:27) - Brian Chesky, co-founder and CEO of Airbnb, is an American businessman and industrial designer who has led the company since its inception in 2007. In the conversation, he discusses Airbnb's accelerated growth post-pandemic, attributing it to a renewed startup intensity and a focus on enhancing the guest experience. Chesky also highlights the significant role of AI in the company's operations, noting that 60% of Airbnb's code is now written by AI, which has improved customer service efficiency and reduced costs. Follow 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

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.Follow 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

This is our full conversation with Ryan Cohen, recorded live on TBPN.We discuss his $125/share bid to acquire eBay through a half cash, half stock deal and why he believes combining it with GameStop could unlock massive value, how he plans to cut billions in costs, operate with an owner mindset, and use GameStop’s physical store footprint to authenticate collectibles and drive growth, and why he sees eBay as a durable but under-optimized platform that can be rebuilt through live commerce, creator partnerships, and a faster, more focused operating model.Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

(01:06) - OpenAI vs Elon Musk Continues (09:19) - U.S. Gets Early Access to AI Models (21:22) - Courtroom Simulator (23:25) - Coinbase Cuts 14% of Staff (28:37) - Meta's Cheap Stock May Be A Trap (32:51) - Harley Finkelstein, born November 8, 1983, in Montreal, is a Canadian entrepreneur and the president of Shopify. In the conversation, he highlights Shopify's recent achievements, including consecutive quarters with over $100 billion in Gross Merchandise Volume (GMV) and a 34% increase in revenue to $3.2 billion. He also discusses the growing adoption of Shopify by major brands like LVMH and Lands' End, the impact of AI on entrepreneurship, and the expansion of agentic commerce through platforms like ChatGPT and Google. (45:41) - Scott Strazik, CEO of GE Vernova, has over 20 years of experience in leadership, finance, and operations within General Electric, including roles as CEO of GE's Gas Power business and CFO of GE Aviation's Commercial Engine Operations. He discusses the significant role GE Vernova plays in global electricity generation, with its equipment contributing to about a third of the world's electricity outside China. Strazik emphasizes the company's commitment to meeting the growing global demand for electric power through its diverse portfolio, including gas turbines, nuclear power plants, wind turbines, and grid electrification technologies. He also highlights the importance of investing in automation and workforce development to scale production efficiently and address challenges in building new power plants, particularly in remote locations. (01:12:59) - Brian Elliott, CEO of Blitzy, discusses the company's recent $200 million funding at a $1.4 billion valuation, highlighting their autonomous software development platform designed for complex enterprise use cases. He explains how Blitzy serves industries like banking and insurance by autonomously improving large codebases over extended periods, utilizing foundational models from OpenAI, Gemini, and Anthropic. Elliott emphasizes their direct go-to-market approach, demonstrating rapid codebase analysis and autonomous operation, setting a new benchmark for autonomy in software development. (01:20:24) - Stephen Balaban, co-founder and former CEO of Lambda, has transitioned to the role of Chief Technology Officer, passing leadership to Michelle Combs, the former CEO of Sprint and SoftBank International. In their discussion, they emphasize a shared commitment to scaling the company's AI infrastructure by focusing on capital formation and operational expansion, aiming to provide the most efficient computing power for their customers. Balaban will continue to lead product vision and technology direction, while Combs will drive growth and operational excellence. (01:29:17) - Ryan Cohen, CEO of GameStop and co-founder of Chewy, has made an unsolicited $56 billion bid to acquire eBay, offering $125 per share in a half-cash, half-stock deal. He envisions transforming eBay into a formidable competitor to Amazon by integrating GameStop's physical stores with eBay's online platform, enhancing services like live commerce and authentication of collectibles. Cohen emphasizes his commitment to the venture, proposing performance-based compensation and expressing confidence in his ability to revitalize eBay's operations. (02:02:20) - Timeline Reactions Follow 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

This is our full conversation with Anjney Midha, recorded live on TBPN.We discuss his thesis behind AMP and why he believes compute is the most constrained and valuable resource in the AI economy, how billions of dollars in underutilized compute are creating a massive inefficiency that his firm is aiming to solve by building a coordinated “compute grid,” and why he’s structuring AMP as both an infrastructure and capital platform to back the next generation of AI labs, unlock scientific breakthroughs, and accelerate progress across the entire ecosystem.Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

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.Follow 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

(02:42) - Neural Computers (20:48) - GameStop Offers $55B for eBay (28:44) - Nat Eliason, an entrepreneur and writer, is the Head of Founder Development at Alpha School, where he is launching a high school program that promises students will earn $1 million by graduation or receive a full tuition refund. In the conversation, he discusses his journey from running an SEO-focused marketing agency to exploring personal knowledge management and AI, leading him to develop this innovative educational model that combines AI-driven academics with real-world entrepreneurial experience. (58:12) - Michael York, co-founder and CEO of Casa, discusses his journey from joining Uber at 18 to launching Casa, a subscription-based homeownership platform. He explains how Casa acts as a personal property manager, handling maintenance and services for homeowners by leveraging advanced technology to create detailed home profiles. York also highlights the company's recent $20 million Series A funding and plans for expansion beyond San Francisco and Los Angeles. (01:11:15) - Maddie Hall, CEO and co-founder of Living Carbon, discusses her company's mission to restore degraded U.S. lands by planting genetically enhanced trees that capture more carbon and produce sustainable forest products. She highlights a recent $500 million deal with Octopus Energy Generation to reforest up to 250,000 acres, aiming to remove 50 million tons of CO₂ over 40 years. Hall also emphasizes the importance of active intervention in reforestation projects and the potential for these efforts to offset emissions from data centers and AI operations. (01:18:43) - Anjney Midha is a General Partner at Andreessen Horowitz, focusing on AI, infrastructure, and open-source technology, with prior roles including VP of Platform Ecosystem at Discord and co-founder of Ubiquity6. In the conversation, he discusses the strategic rationale behind GameStop's acquisition of eBay, emphasizing the potential to eliminate $2 billion in marketing inefficiencies and leverage GameStop's physical stores for verifying collectibles, thereby creating a competitive edge in the AI-driven e-commerce landscape. (01:44:23) - Ben Lamm, a serial technology entrepreneur and co-founder of Colossal Biosciences, discusses the company's recent advancements in de-extinction efforts, including the successful creation of woolly mice and dire wolf puppies, demonstrating their ability to revive extinct species through genetic engineering. He highlights the role of AI in accelerating these processes and mentions the company's expansion into projects like the bluebuck, emphasizing their commitment to biodiversity restoration. Lamm also touches on potential partnerships with ecotourism and governments to reintroduce these species into natural habitats, aiming to blend conservation with education and economic opportunities. (01:54:43) - Jake Stauch, founder and CEO of Serval, an AI platform for employee support, discusses the company's new program, Serval Start, designed to deploy AI in large enterprises and train future founders. He emphasizes the importance of talented individuals who can build relationships, sell products, and develop solutions to effectively implement AI in complex organizational environments. The program aims to provide participants with hands-on experience in deploying AI, accelerating their career paths toward entrepreneurship. (02:01:35) - Garth Sheldon, representing Pampalasa, discusses the company's recent $140 million fundraising success and the development of autonomous energy-capturing nodes designed for deployment in the Southern Hemisphere's power-dense oceans. These nodes, each generating approximately 500 kilowatts, aim to provide scalable, renewable energy solutions for data centers, with plans to manufacture them near the deployment sites to optimize logistics and costs. (02:09:38) - Katie Haun, a former federal prosecutor and venture capitalist, is the founder and CEO of Haun Ventures, a firm specializing in digital assets and blockchain technology. In the conversation, she discusses the firm's recent $1 billion fundraise aimed at supporting founders building the "new economy," focusing on three structural shifts: new financial rails and infrastructure, new assets and markets, and the intersection of AI and crypto. Haun emphasizes the importance of stablecoins, the tokenization of financial products, and the potential of prediction markets, while also highlighting the need for platforms to address regulatory challenges such as insider trading and federal preemption. (02:25:18) - Nick Abouzeid is the co-founder and CEO of Rivet, an AI-enabled tax preparation firm that serves over 500 fast-growing companies. In the conversation, he discusses the challenges of implementing AI models in tax workflows, highlighting their unreliability and the necessity of human oversight to ensure accuracy. He also introduces TaxBench, a benchmark developed to evaluate AI models' performance in tax-related tasks, revealing significant capability gaps in current models. Follow 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

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.Follow 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

This is our full conversation with Mike Isaac, recorded live on TBPN.We discuss what it’s actually like inside the OpenAI vs. Elon Musk courtroom, from early morning lines and limited seating to the unexpected mix of superfans, reporters, and curious spectators, how Elon’s legal strategy blends big-picture “save humanity” messaging with more tactical arguments around control and competition, and why the case often feels less like a traditional trial and more like theater, where personality, narrative, and jury perception may matter just as much as the underlying facts.Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

(01:29) - Tech Earnings Quad Kill Recap (28:44) - Mike Isaac, a technology reporter at The New York Times and author of "Super Pumped," discussed his experiences covering high-profile tech trials, including the Apple vs. Samsung case and Mark Zuckerberg's testimony in the ZeniMax lawsuit. He shared insights into the challenges of attending these trials, such as early morning courthouse arrivals and the competition for press seating, and highlighted the public's growing interest in tech industry legal battles, noting the presence of Elon Musk fans in the courtroom. Isaac also reflected on the dynamics of jury selection, emphasizing the importance of selecting jurors with varying levels of familiarity with the tech industry to ensure a fair trial. (01:07:20) - Kyle Harrison, a General Partner at Contrary, discusses his 300-page book, "The Anduril Thesis," which explores the history and strategy of defense technology company Anduril Industries. He highlights the company's unique position in the defense sector, emphasizing its counter-positioning against decades of military-industrial history and its innovative approach to defense production. Harrison also touches on Anduril's recent product developments, including autonomous systems and partnerships, and reflects on the broader landscape of defense technology investment. (01:19:06) - David Marcus, CEO of Lightspark, discusses the launch of Grid Global Accounts, a platform offering global dollar accounts with real-time money movement across 65 countries, integration with Visa's network for spending at over 175 million merchants, and support for stablecoins and Bitcoin. He highlights the platform's ability to delegate payments to AI agents, enabling users to authorize agents to perform transactions on their behalf while maintaining control. Marcus also notes that recent regulatory advancements and improved wallet technologies have made such innovations feasible. (01:26:57) - Turner Caldwell, co-founder and CEO of Mariana Minerals, discusses the company's focus on automating mining operations to enhance efficiency and productivity. He explains their approach to integrating autonomous systems across the entire mining and refining process, aiming to double productivity through better orchestration and logistics management. Caldwell also highlights the potential for autonomy to fundamentally change mining operations, enabling more selective mining methods and reducing costs. (01:36:13) - Everette Taylor, CEO of Kickstarter since September 2022, has revitalized the platform by focusing on the creator economy and forming strategic partnerships. He discusses the launch of the Next Wave Fund, a collaboration between Kickstarter and Google, aimed at supporting early-stage tech startups and small businesses in hardware, software, gaming, and connected technology. This initiative offers selected applicants $10,000 in non-dilutive capital, guidance from Kickstarter's Design & Technology team, and access to Google's training programs to help them launch and scale their products. (01:45:51) - Puneet Mehta, founder and CEO of Netomi, an AI platform for customer service, discusses how his company leverages agentic applications to proactively enhance customer experiences by addressing issues upstream, rather than reacting to problems after they occur. He highlights Netomi's recent $110 million funding round, emphasizing partnerships with Accenture and Adobe to deploy their technology across Fortune 500 companies. Mehta also shares his background in automated trading and event correlation systems, underscoring his enterprise-focused approach to solving complex customer service challenges. (01:52:37) - Timeline Reactions (01:58:54) - Alexander Embiricos, the product lead for Codex at OpenAI, discusses the rapid growth and diverse applications of Codex, highlighting its expansion beyond coding to assist various professionals, including sales, marketing, and finance. He emphasizes the importance of Codex's ability to autonomously perform tasks across different applications, enhancing productivity by allowing users to delegate complex tasks. Embiricos also underscores the significance of user experience in AI interactions, noting that thoughtful design elements, such as natural cursor movements, build trust and improve usability. (02:20:55) - The TBPN Simulator Follow 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

(00:00) - - John & Patrick Collison, the co-founders of Stripe, discuss the significant surge in new business creation, noting a 71% year-over-year increase in Q1, attributing this growth to AI's role in simplifying entrepreneurship. They highlight Stripe's initiatives like agentic commerce, enabling AI agents to perform tasks such as purchasing domains and deploying websites autonomously. Additionally, the Collisons address the challenges posed by increased fraud attempts in the AI economy and outlines Stripe's efforts to enhance fraud prevention through tools like Stripe Radar. (28:27) - - Henri Stern, a leader at Stripe, discusses the rapid growth of his team following an acquisition, the challenges posed by the competitive talent market, and the evolving landscape of stablecoins and their potential impact on traditional banking. He highlights the emergence of non-dollar stablecoins, the concept of tokenized deposits, and the integration of AI tools in security practices. Stern also explores the intersection of AI and cryptocurrency, noting the rise of agentic wallets and the potential for innovative business models enabled by programmable money. (42:46) - - Jeff Weinstein is a product lead at Stripe, where he has significantly contributed to the growth of their payment APIs and the development of Stripe Atlas, simplifying company formation for entrepreneurs. In the conversation, he discusses the importance of customer obsession, the role of metrics in driving impact, and techniques for effective product development within large companies. He also highlights initiatives like Stripe's "Study Group" to enhance product craft and shares insights into Stripe Atlas's mission to increase global entrepreneurship. (01:06:58) - - Zach Abrams, Zach Abrams is a fintech entrepreneur and product leader best known as the co-founder and CEO of Bridge, a company building infrastructure to help businesses move and manage money using stablecoins. Follow 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

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.Follow 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

(00:22) - Big Tech Earnings (15:28) - AI Jitters Return to Wall Street (19:23) - Red vs. Blue Button (36:51) - Jason Yanowitz, co-founder of Blockworks, a crypto-focused media and data company, discusses the company's recent $192 million valuation, highlighting investments from firms like Parafine Reciprocal and Coinbase Ventures, as well as participation from 20 customers, including founders and operators from Solana, Kraken, and Canton. He outlines Blockworks' evolution from a media and events business to becoming the largest data company in crypto, emphasizing their strategy of building a strong audience base before developing data products. Yanowitz also addresses the current state of the crypto market, noting a dichotomy where institutional crypto adoption is thriving while token markets are underperforming, and anticipates that upcoming regulatory clarity will mandate disclosures for all token projects, potentially benefiting Blockworks' disclosure platform. (49:31) - Even Rogers, CEO and Co-Founder of True Anomaly, discusses his transition from a 10-year tenure in the U.S. Air Force to establishing the company, aiming to address the weaponization of space by nations like China and Russia. He highlights the development of their space-to-space engagement platform, Jackal, designed for space superiority, and Mosaic, the software that operates it, emphasizing their rapid deployment and testing methodologies. Rogers also touches on the challenges of tracking objects in space, the importance of reducing coverage gaps, and the company's growth trajectory, including a recent $650 million fundraising round and plans to scale up manufacturing and personnel. (01:02:09) - Maria Spiropulu, an experimental particle physicist with over 30 years of experience at CERN and Fermilab, discusses her work in particle collisions, including the discovery of the Higgs boson, and the development of quantum networks for secure communication. She highlights the potential of quantum computing to revolutionize fields like quantum chemistry and materials science, while emphasizing the importance of addressing cybersecurity challenges posed by these advancements. Additionally, Spiropulu underscores the need for interdisciplinary collaboration to ensure that technological progress benefits society as a whole. (01:33:08) - Stepan Simkin, co-founder and CEO of Squads, discusses the development of stablecoin infrastructure to assist businesses in managing their financial operations. He highlights the challenges companies face in adopting stablecoins, such as the complexity of handling them post-transaction, and emphasizes the importance of integrating stablecoins with traditional banking systems to facilitate seamless financial operations. Simkin also notes the advancements in programmable blockchains and the growing maturity of the stablecoin market, which have enhanced confidence among regulators and the broader market. (01:45:03) - Kashish Gupta, co-founder and co-CEO of Hightouch, an AI platform for marketers, discusses the company's recent $150 million Series D funding at a $2.75 billion valuation, led by Goldman Sachs and Bain Capital Ventures. He highlights Hightouch's evolution since its 2020 inception, emphasizing their AI-driven approach to enabling marketers to generate on-brand content like ads and emails efficiently. Gupta also addresses the transformative role of AI in marketing, noting that Hightouch's platform allows marketers to rapidly launch and test numerous campaigns, leveraging AI to optimize media spend and content creation. (01:57:36) - Dan Magy, co-founder and CEO of Firestorm Labs, discusses the company's mission to revolutionize drone manufacturing through advanced, modular designs and on-demand production capabilities. He highlights the development of the xCell platform, a containerized manufacturing system that enables rapid production of unmanned systems directly at the tactical edge, addressing the challenges of contested logistics. Magy also announces Firestorm's recent $82 million Series B funding, led by Washington Harbour Partners, to accelerate the deployment of these expeditionary manufacturing solutions. (02:06:57) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's strategic investments across various stages of the customer lifecycle, including the introduction of Trump accounts to engage younger users, the growth of Robinhood Banking and the Robinhood Gold Card, and the expansion into active trading. He highlights the company's focus on promoting beneficial products like retirement accounts with a 3% contribution match and the innovative Robinhood Strategies, a low-cost passive digital advisor with capped fees. Tenev also addresses customer feedback, noting the company's responsiveness in enhancing features such as paying dividends up to 17 days early and considering the addition of international stocks to meet user demand. (02:29:44) - Parag Agrawal, former CEO of Twitter, discusses the rapid development of AI agents utilizing the web, highlighting the significant progress made in the past six months. He emphasizes the importance of aligning incentives between content owners and AI developers to ensure sustainable growth and open access to web content. Agrawal also addresses the challenges posed by varying web access policies and the need for efficient solutions to enable agents to interact seamlessly with diverse web infrastructures. Andrew Reed is a partner at Sequoia Capital focused on early-stage investments in software, AI, and developer tools. He works closely with founders on product, go-to-market, and scaling, with an emphasis on backing technically driven teams building foundational technology companies. (02:44:03) - Gabriel Stengel, founder and CEO of Rogo, discusses the company's recent $160 million Series D funding round, led by Kleiner Perkins, valuing Rogo at $2 billion. He highlights the rapid adoption of AI tools in the financial sector, emphasizing Rogo's role in enhancing productivity and investment decisions for institutions like investment banks and hedge funds. Stengel also addresses the importance of aligning AI applications with business objectives, managing token consumption, and adapting organizational structures to integrate evolving AI technologies effectively. Follow 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

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.Follow 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

(00:14) - In-Car Surveillance (12:22) - Goblin-Mode (14:48) - Jon Gray, President and COO of Blackstone, joined the firm in 1992 and has been instrumental in its growth to managing over $1.3 trillion in assets. In the conversation, he reflects on Blackstone's evolution from a small advisory business to a global investment powerhouse, emphasizing the firm's entrepreneurial spirit and commitment to delivering premium returns. Gray also discusses the impact of artificial intelligence on various industries, highlighting both the challenges and opportunities it presents for investors. (36:18) - Colleen Aubrey, Senior Vice President of Applied AI Solutions at AWS, has been with Amazon for over 20 years, leading teams in advertising and now focusing on AI-driven applications. She discusses the launch of Amazon Connect Decisions and Amazon Connect Talent, emphasizing the transformative potential of AI agents as teammates that can fundamentally change business operations. Aubrey highlights the importance of trustworthiness and observability in AI agents, ensuring they can explain their actions and reasoning, thereby fostering confidence and enabling effective collaboration within organizations. (44:02) - Anthony Liguori discusses the evolution of AI models from simple token prediction to advanced agentic systems, emphasizing the integration of tools and memory to enhance capabilities. He introduces Amazon Bedrock Managed Agents, highlighting its three components: runtime definitions for agents, dedicated compute environments with unique identities for governance, and an inference API compatible with existing applications. Liguori also shares his personal experience, noting that these advancements have significantly increased his productivity and enjoyment in coding. (51:57) - Colin Zima, CEO of Omni Analytics, discusses his company's mission to build a comprehensive data platform that integrates AI, spreadsheets, and dashboards atop a semantic layer, ensuring reliable AI operations. He highlights the uniqueness of each business's semantic layer and the importance of bridging traditional data structures with modern AI capabilities. Zima also addresses the evolving landscape of data infrastructure, emphasizing the increased portability of data systems and the need for pragmatic, cost-effective solutions in analytics. (01:00:47) - Alex Epstein, author of *Fossil Future*, is a philosopher and energy expert who advocates for the continued use of fossil fuels to promote human flourishing. In the conversation, he discusses the critical importance of maintaining open access to the Strait of Hormuz for global energy stability, the role of OPEC and its member countries in regulating oil supply and prices, and the potential of solar energy innovations, such as space-based solar power, while emphasizing the current limitations and challenges associated with these technologies. (01:25:34) - Shira Lazar is a Canadian television personality, actress, writer, and video blogger, best known as the creator and host of "What's Trending," a pioneering digital news brand. In the conversation, she discusses her extensive experience in the digital media and creator economy, highlighting the evolution of live streaming since launching "What's Trending" in 2011. She also explores the current landscape of the creator economy, noting opportunities for both large-scale influencers and niche creators, while emphasizing the challenges faced by mid-level creators in monetizing their content. (01:41:09) - Anshul Gupta, co-founder of Actively, discusses how their platform enhances revenue team productivity by deploying per-account agents that proactively guide and assist sales representatives throughout the customer lifecycle. These agents integrate data from various sources, including product analytics and communication tools, to provide comprehensive context and actionable insights, enabling more efficient and effective sales processes. Gupta also highlights the potential for organizational changes, such as adjusting management structures and team ratios, as companies realize efficiency gains from implementing these agents. (01:47:21) - Apurva Shrivastava, co-founder and CEO of Avoca, discusses how his company builds AI agents for physical service businesses, particularly home services, to handle tasks like answering calls and booking jobs. He explains that both he and his co-founder, Tyson, grew up assisting their mothers' service businesses, which inspired them to create solutions that address common industry challenges. Apurva highlights the significant advancements in AI voice models, noting that while they can now engage in conversations indistinguishable from humans for the first 30 seconds to a minute, there is still progress to be made for longer interactions. (01:53:59) - Bubble Boi, a semiconductor industry expert, discusses the advantages of maintaining a traditional job to stay connected with engineering challenges, the early stages of the AI investment cycle with significant capital expenditures expected over the next three years, and the impact of large language models on market dynamics, noting that financial institutions are rapidly adopting these technologies for research. Follow 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

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.Follow 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

(02:02) - China Blocks Manus Sale (03:38) - Zak Brown, an American motorsports executive and former professional racer, is the CEO of McLaren Racing. In the conversation, he recounts his early passion for racing sparked by attending the 1981 Long Beach Grand Prix, leading him to karting and eventually founding Just Marketing International, a motorsports marketing agency. Brown emphasizes the importance of aligning corporate sponsorships with business objectives, fostering partnerships that benefit both McLaren and its sponsors. (34:03) - Will Hurd, a former CIA officer and U.S. Representative from Texas, discusses his upbringing in San Antonio, his early interest in computer science, and his transition from the CIA to politics. He highlights his role as president of Icon Prime, a division of the 3D-printing construction company Icon, focusing on building military barracks and exploring construction solutions for space exploration. Hurd emphasizes the potential of 3D printing to revolutionize construction by reducing costs and improving efficiency, aiming to address housing shortages and enhance military infrastructure. (01:00:12) - Anush Elangovan, Vice President of AI Software at AMD, joined the company through its acquisition of Nod.ai, where he was co-founder and CEO. In the conversation, he discusses AMD's open-source approach to AI software, emphasizing the integration of AI to enhance performance optimization and the importance of a unified hardware and software strategy. He also highlights AMD's commitment to supporting developers by providing seamless, heterogeneous runtimes and compilers, enabling efficient utilization of CPU, GPU, and NPU resources. (01:18:19) - Augustus Doricko, CEO of Rainmaker Technology Corporation, discusses his company's pioneering efforts in cloud seeding, highlighting their success in modifying weather patterns to produce precipitation in regions like Oregon, Idaho, Utah, and the Middle East. He explains the process of cloud seeding, which involves introducing materials into clouds to induce rainfall, and emphasizes the advancements in precision and reliability achieved through their drone technology. Doricko also addresses public concerns about the safety of cloud seeding agents, noting the company's shift towards using naturally occurring proteins as alternatives to traditional chemicals like silver iodide. (01:53:16) - 𝕏 Timeline Reactions (02:28:59) - Rick Caruso is an American billionaire businessman and philanthropist, known for founding Caruso, one of the largest privately held real estate companies in the U.S., and for his significant contributions to Los Angeles' urban landscape. In the conversation, Caruso discusses his focus on family well-being, recent ventures including expanding the Commons in Calabasas and acquiring a golf course, and his strategic push into markets outside California due to challenges in the state's business environment. He emphasizes the importance of guest experience in his developments, the role of feng shui in design, and his commitment to creating generational wealth through local knowledge and disciplined investment. Follow 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

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.Follow 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

This is our full interview with Gary Vaynerchuk, recorded live on TBPN.We discuss his belief that the explosion of AI and zero-cost digital distribution is creating unprecedented competition online, why that shift is driving a massive resurgence in analog businesses like restaurants, retail, and live experiences, his new MasterClass partnership, and how entrepreneurs can win by playing both sides of the barbell, leveraging AI for scale while building real-world, experiential businesses that consumers are increasingly craving.Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

(00:32) - Intel Rips (13:56) - Behind the Cursor SpaceX Deal (16:10) - 𝕏 Timeline Reactions (27:07) - Thrive Launches Thrive Eternal (28:54) - George Kurtz, CEO and founder of CrowdStrike, is an internationally recognized cybersecurity expert with over 30 years of experience, including previous roles as Worldwide CTO and EVP at McAfee. He discusses Project QuiltWorks, a coalition formed with partners like EY, IBM, and Accenture to rapidly deliver CrowdStrike's technology to customers and address AI-related vulnerabilities. Kurtz highlights the emergence of "shadow AI," where unauthorized AI applications on endpoints create security risks, and emphasizes the need for prompt identification and mitigation of these exposures. (44:22) - Professor Sendy, a self-proclaimed "word combo guru," discusses his journey from creating extended versions of existing words to developing original "Wombos"—blended words that capture complex concepts. He shares his background as a former rapper and his natural talent for wordplay, which led to viral success on social media platforms. Sendy also reveals plans to expand his audience by incorporating slang from older generations and developing a dictionary to compile his creations. (01:01:09) - Gary Vaynerchuk, also known as Gary Vee, is an American entrepreneur, author, and internet personality, renowned for his work in digital marketing and social media as the chairman of VaynerX and CEO of VaynerMedia. In the conversation, Vaynerchuk discusses the concept of "Wombos," which are word combinations like "quiche" (quirky and niche), emphasizing the importance of embracing new trends. He also highlights the significance of multi-channel, multi-format content strategies in the current media landscape, and predicts a resurgence of analog experiences as a counterbalance to digital advancements. (01:28:35) - Eyal Cohen is the founder and CEO of Humble Robotics, where he builds autonomous robotic systems designed to handle complex, real-world tasks in industrial and warehouse environments. The company focuses on combining AI, perception, and hardware to automate physically demanding workflows—like sorting, palletizing, and material handling—while improving safety and operational efficiency. Cohen’s work centers on making robotics more adaptable and cost-effective, enabling large-scale deployment across logistics, manufacturing, and supply chain operations. (01:39:18) - Yoland Yan, co-founder and CEO of ComfyUI, discusses the company's evolution from an open-source project to a platform adopted by top studios for AI-driven content creation. He highlights ComfyUI's node-based system, offering creators precise control over visual design and video production, contrasting it with text-prompt-based AI tools. Yan also mentions the introduction of Comfy Cloud, enabling users to access extensive computing resources, and notes the platform's role in producing high-profile advertisements. (01:50:42) - Ben Horwitz, an Investment Partner at Dorm Room Fund and MBA candidate at Harvard Business School, discusses his creation of Sincerely, an email tool designed to intentionally introduce typos, serving as a satirical response to the prevalence of AI-generated, overly polished emails. He reflects on the unconventional path of an HBS student rapidly developing a software product, challenging traditional expectations. Additionally, Horwitz shares his experiences with AI-generated communications and the inspiration behind developing Sincerely. (01:58:29) - 𝕏 Timeline Reactions Follow 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

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.Follow 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

(02:15) - Thoma Bravo Loses Medallia (10:28) - GPT 5.5 Released (11:32) - 𝕏 Timeline Reactions (29:23) - Victor Boyd, co-founder and CTO of Cavalla Industries, discusses the development of autonomous forklifts aimed at delivering goods anywhere within hours. He explains the challenges faced with retrofitting existing forklifts due to their inconsistent internal designs, leading the company to build their own forklift to ensure reliability and scalability. Boyd also highlights the integration of teleoperation using Xbox controllers, allowing remote human intervention when necessary, and emphasizes the importance of delivering consistent results to customers, regardless of the level of autonomy achieved. (41:03) - Alex Shieh, a former Brown University student and co-founder of The Antifraud Company, discusses his firm's mission to utilize AI models for detecting government fraud and pursuing legal action against fraudsters, operating on a contingency basis where they earn a percentage of recovered funds. He explains the company's approach of combining open-source intelligence with AI to proactively identify fraudulent activities, emphasizing the importance of outbound investigations over waiting for insider tips. Shieh also highlights the significant impact of fraud on taxpayer dollars and the necessity of restoring trust in public institutions through efficient fraud detection and recovery efforts. (52:10) - Nick Dobroshinsky, the youngest-ever Thiel Fellow, has developed Every Ticker, a platform that utilizes large language models to generate high-quality research reports on all U.S. stocks, particularly focusing on small, mid, and micro-cap stocks often overlooked by Wall Street. He emphasizes that Every Ticker does not provide financial advice but instead aggregates and synthesizes research to help investors make informed decisions. Currently, the platform offers over 5,000 free reports, with plans to transition to a subscription model in the future. (01:00:59) - Spirit Airlines Eyes $500M Rescue (01:02:34) - Ishan Gupta is the Co-Founder and CTO of Juicebox, an AI-powered recruiting platform that leverages large language models to help companies identify and engage top talent. In the conversation, he discusses how Juicebox's AI agents analyze various data sources to find suitable candidates, reducing spam by targeting outreach more effectively. He also emphasizes the importance of job seekers showcasing their work through blogs, open-source contributions, and projects to enhance their visibility to AI-driven recruitment tools. (01:12:55) - Antoni Kiszka is the co-founder of Perpetual, a company aiming to create a derivatives exchange for a wide range of assets. He discusses their initial focus on meme coins to test their technology, with plans to expand into traditional finance markets, including assets like hydrogen, which currently lack derivatives. Kiszka also highlights the inspiration drawn from Kalshi's regulatory approach and emphasizes the need for derivatives that provide real value beyond speculative trading. (01:20:39) - Milan Lustig, co-founder of Opt32 and a Thiel Fellow, discusses his company's mission to develop modern full-stack compute infrastructure for physical autonomy, encompassing software and custom hardware solutions for devices like robots, drones, and autonomous vehicles. He explains their initial focus on the robotics sector, starting with software development and gradually progressing toward hardware integration, aiming to optimize machine learning models for deployment on resource-constrained devices. Lustig also highlights the importance of adapting computer science education to emphasize higher-level theoretical skills over low-level implementation, in response to advancements in artificial intelligence. (01:32:00) - Galen Mead, founder of a general research company focused on developing computer use models, discusses his transition from university dropout to full-time researcher, emphasizing the importance of computer use as a universal form factor for human-computer interaction. He highlights the potential of training policies on extensive supervised data from diverse environments to create base models for actions, drawing parallels to early work by DeepMind on games. Mead anticipates that by the end of the year, users will interact with complex software like Premiere Pro through prompts, similar to the shift from IDEs to command-line interfaces in software engineering. (01:39:10) - Aubrey Niederhoffer, a young entrepreneur who founded his first company in Africa at 15, now resides in Nigeria, focusing on building a super app for the continent. He discusses the nascent state of food delivery in Nigeria, highlighting high prices and limited competition, and sees an opportunity to offer more affordable services. By integrating food delivery with digital payments, he aims to create a comprehensive platform, drawing inspiration from successful super apps like WeChat and Caspi. (01:49:50) - Samuel Carvalho, originally from Recife, Brazil, attended Stanford University before returning to Brazil to found Prazo, a company aiming to modernize the wholesale sector by providing end-to-end infrastructure solutions. He discusses how Prazo connects manufacturers with small and medium-sized businesses through a tech-enabled platform that manages logistics and credit, addressing challenges like high customer acquisition costs and the need for short-term loans. Carvalho also highlights the significant market potential in Brazil and Latin America, emphasizing the opportunity to build a multibillion-dollar company by expanding beyond the initial focus on restaurants. (02:00:36) - Claire Wang, a former junior at MIT studying electrical engineering and computer science, has a keen interest in neurotechnology, particularly whole brain emulation, starting with simpler organisms like C. elegans. She discusses her decision to pursue independent research over joining existing brain-computer interface companies, emphasizing the importance of making personal scientific bets in fundamental science. Wang also highlights the current favorable environment for independent biotech research, citing advancements in AI, alternative science funding, and increased openness to research risks in startups. Follow 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

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.Follow 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

(00:46) - SpaceX & Cursor (18:10) - 𝕏 Timeline Reactions (23:03) - ChatGPT Images 2.0 Reactions (31:32) - Anil Chakravarthy, President of Adobe's Digital Experience Business, discusses the company's collaboration with Nvidia to integrate 3D digital twins into marketing and customer experiences, exemplified by HP's use of this technology to streamline product design and marketing. He emphasizes the importance of customer experience orchestration, leveraging AI to deliver personalized experiences by combining the right content and customer data across preferred channels. Additionally, Chakravarthy highlights Adobe's $25 billion buyback as a signal of confidence in the company's profitability and growth, underscoring the focus on AI adoption to provide real value to users and enterprise customers. (47:25) - Naveen Gavini, former Chief Product Officer at Pinterest, is the co-founder and CEO of BuildForever, a company dedicated to creating personal and human-centric products. In the conversation, he introduces their latest product, Extra, an AI-powered email application designed to transform personal email management by organizing inboxes around users' lives, reducing clutter, and enhancing clarity. Gavini emphasizes that Extra aims to make email more manageable and enjoyable, addressing the common issue of overwhelming personal inboxes. (56:58) - Avlok Kohli & Ankur Nagpal. Avlok Kohli, CEO of AngelList, discusses the launch of USVC, a fund designed to democratize access to venture capital by allowing individuals to invest with as little as $500. He emphasizes the fund's unique structure, which ensures that the price investors pay and redeem at closely reflects the value of the underlying companies, avoiding market-driven fluctuations. Kohli also highlights the fund's commitment to direct ownership, avoiding layered SPVs to maintain transparency and alignment with investors. (01:09:44) - Joel Edwards, a geologist and co-founder of Zanskar Geothermal, discusses the company's mission to discover and develop hidden geothermal resources in the western United States using AI and advanced sensing technologies. He explains that these "blind" systems lack surface indicators like geysers or hot springs but can be tapped to generate electricity by drilling into underground pockets of hot water. Edwards highlights the bipartisan support for geothermal energy due to its baseload capacity, zero emissions, and domestic sourcing, and notes that Zanskar recently raised $115 million to expand its AI-powered geothermal discovery platform and develop new power plants. (01:20:34) - Renen Hallak, founder and CEO of VAST Data, discusses the company's decade-long journey since its 2016 inception, focusing on developing new infrastructure to support AI's evolving demands. He highlights the early recognition of AI's need for rapid data access and the company's collaborations with leading AI organizations, including hedge funds and life science institutes, to build scalable, efficient systems. Hallak also emphasizes VAST Data's role in simplifying AI adoption by providing a unified software infrastructure that abstracts hardware complexities, enabling enterprises to deploy AI agents securely and efficiently. (01:31:00) - Darian Shirazi, General Partner at Gradient Ventures, began his career as one of Facebook's first software engineers, reporting directly to Mark Zuckerberg, before founding Radius, a B2B Customer Data Platform. In the conversation, he reflects on his early experiences at Facebook, the challenges of founding and scaling Radius, and his transition into venture capital, emphasizing the importance of surrounding oneself with smart individuals and the evolving landscape of AI investments. (01:51:54) - 𝕏 Timeline Reactions (01:53:46) - Fake Bear Attack (01:58:58) - 𝕏 Timeline Reactions Follow 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

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.Follow 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

(00:15) - Tim Cook Retires (19:43) - Howie Liu, co-founder and CEO of Airtable, discusses his journey from learning programming in high school to founding Etacts, which was acquired by Salesforce, and eventually establishing Airtable to democratize software creation. He emphasizes the importance of building a product that is significantly better than existing options, highlighting Airtable's evolution into a low-code platform that empowers users to create custom applications without coding. Liu also reflects on the company's growth, noting its valuation milestones and the strategic patience involved in developing Airtable over several years before its public launch. (47:50) - Mark Gurman, a prominent technology journalist known for his in-depth coverage of Apple, discusses the recent leadership transition at Apple, highlighting John Ternus's appointment as CEO following Tim Cook's decision to step down. He emphasizes Ternus's decisive leadership style, likened to Steve Jobs, and his focus on product innovation, including the development of new AI-powered devices and a significant revamp of the iPhone lineup. Gurman also notes that Ternus's promotion is expected to bring a sharper focus to Apple's product development, aiming to reinvigorate the company's innovation pipeline. (01:08:28) - Image 2 Reactions (01:17:50) - Scott Stevenson, co-founder and CEO of Spellbook, discusses the company's significant growth, highlighting that they have onboarded over 4,400 customers across 80 countries, making Spellbook the most widely used AI contract review tool globally. He attributes this rapid international adoption to strong inbound interest and emphasizes the product's multilingual capabilities, facilitated by AI models adept at handling various languages and supplemented with jurisdiction-specific legislation and norms. Stevenson also critiques the use of Contracted Annual Recurring Revenue (CARR) as a metric, pointing out how some companies inflate their ARR figures by reporting future, non-guaranteed revenues, and advocates for more transparent and grounded revenue reporting practices. (01:33:42) - Alex Wiltschko, founder and CEO of Osmo, is pioneering the integration of artificial intelligence with olfactory science to endow computers with a sense of smell. In the conversation, he discusses the complexities of digitizing scent, the development of Osmo's proprietary Olfactory Intelligence technology, and its applications in creating fragrances for brands. He also highlights the company's recent $70 million Series B funding aimed at scaling their AI-powered olfaction technology across various sectors. (01:47:04) - Spiros Xanthos, co-founder and CEO of Resolve AI, discusses how their AI agents assist in debugging and managing production systems, complementing coding agents that generate code. He highlights the importance of reliability for businesses like Coinbase, Salesforce, and MongoDB, emphasizing that Resolve AI serves as the first line of defense by detecting and resolving production issues to minimize customer impact. Xanthos also notes the company's rapid growth, attributing it to the significant demand for automating production operations and their focus on building a successful product. (01:54:11) - Carolina Aguilar, CEO and co-founder of Inbrain Neuroelectronics, discusses her company's development of graphene-based brain-computer interfaces aimed at restoring health by creating intelligent connections between the neural system and AI. She explains their focus on implantable systems to achieve precise neural interaction, highlighting three product verticals: a semi-chronic platform for tumor and epilepsy resection nearing commercialization, an implantable platform targeting Parkinson's disease, and a vagus nerve sensor for therapeutic applications across various organs. Aguilar also emphasizes the importance of integrating their technology into existing surgical workflows to facilitate adoption without the immediate need for advanced robotics. (01:59:22) - Jake Jurewicz, co-founder and CEO of Blue Energy, has over a decade of experience in the energy and construction sectors, holding degrees in Nuclear Science & Engineering and Physics from MIT. He discusses Blue Energy's recent $380 million funding aimed at building the world's first project-financeable nuclear power plant by prefabricating components in existing shipyards, thereby reducing construction costs and timelines. This approach leverages mature light water reactor technology and centralized manufacturing techniques from offshore industries to make nuclear power more economically competitive. Follow 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

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.Follow 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

(00:27) - Verizon vs Salesforce (25:23) - Blue Origin's Test (30:03) - Robot Marathon (32:59) - Signull is an anonymous technologist and entrepreneur focused on integrating agentic AI into consumer software. He discusses the development of an AI-driven home screen replacement for iPhones, aiming to transform static interfaces into dynamic, personalized experiences by leveraging ambient AI. He also addresses the challenges of monetization, considering ad-supported models, and reflects on the complexities of maintaining anonymity in the tech industry. (55:03) - Ethan Ding, co-founder and CEO of TextQL, a startup specializing in AI-driven data analytics, discusses the company's inception in late 2022 and its evolution in addressing enterprise data challenges. He highlights the complexities large organizations face with fragmented data systems and the substantial costs associated with migrating to new platforms. Ding emphasizes TextQL's mission to create solutions that seamlessly integrate with existing infrastructures, enabling efficient analytics without the need for costly migrations. (01:04:14) - Matt McKinney, co-founder and CEO of Loop, leverages his background in data science and engineering to revolutionize supply chain operations. He discusses how Loop utilizes AI to automate back-office processes, such as accounting and payment services, addressing issues like the 30% error rate in supply chain invoices. By organizing and analyzing complex, unstructured data, Loop enhances efficiency for clients, including 20% of the Fortune 100, enabling them to better serve their customers. (01:13:01) - Errik Anderson, founder and CEO of Alloy Therapeutics, discusses the company's role in providing biotech infrastructure to support drug discovery and development. He highlights the integration of AI and machine learning in accelerating drug development, emphasizing the importance of combining in silico simulations with wet lab experiments to validate findings. Anderson also notes the trend of big pharma acquiring innovations from smaller companies to replenish their pipelines as patents expire, underscoring the industry's need for efficient and collaborative drug development processes. (01:29:06) - Pippa Lamb is a Partner at Sweet Capital, an early-stage venture fund established by the founders of King.com (Candy Crush). In the conversation, she highlights the UK's robust AI ecosystem, emphasizing the country's deep R&D capabilities and the emergence of grassroots innovations from local universities. Lamb also notes the trend of European entrepreneurs relocating to London, reinforcing the city's status as a hub for ambitious founders. James Wise is a partner at Balderton Capital, a leading European venture firm, where he focuses on investing in early-stage technology companies across fintech, marketplaces, and software. He is known for backing high-growth startups and working closely with founders on scaling products and building category-defining businesses. (01:41:48) - 𝕏 Timeline Reactions Follow 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

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.Follow 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

This is our full interview with Kevin Hart and his business partner James Morrissey, recorded live on TBPN.We discuss Kevin Hart’s approach to building authentic, long-term brands rather than slapping his name on products, his partnership with James and their strategy for breaking through a crowded tequila market with real ownership and storytelling, and the operational grind behind scaling a $200M business, from hands-on distribution to adapting to shifting media, consumer behavior, and the next generation of creators.Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

(01:57) - Jensen on Dwarkesh (27:23) - Cursor + xAI (30:49) - Claude Opus 4.7 Reactions (34:00) - Codex Update (35:14) - 𝕏 Timeline Reactions (40:03) - Ben Smith, co-founder and editor-in-chief of Semafor, discussed the Semafor World Economy conference, highlighting its scale with over 500 global CEOs and political figures in attendance. He emphasized the conference's focus on the intersection of politics, finance, and technology, noting that discussions frequently centered on artificial intelligence and its impact on large enterprises. Smith also shared insights into Semafor's use of AI tools to enhance journalism, including a system that analyzes interview transcripts to identify newsworthy content. (49:30) - Jonathan Criss, CEO and founder of Vital Lyfe, previously spent over 13 years at SpaceX, where he contributed to projects like Dragon and Starlink. In the conversation, he discusses Vital Lyfe's mission to address water scarcity by developing portable desalination units that convert seawater into potable water, leveraging high-rate manufacturing to reduce costs and increase accessibility. He also highlights the company's recent fundraising success and plans to scale production in their new California facility. (01:01:40) - Paul Scherer, originally from a small German village, is the founder of a new platform designed to connect people by bridging personalized digital bubbles. In the conversation, he discusses his journey from Germany to San Francisco, the early stages of his startup, and his vision to strengthen existing relationships through technology. He also reflects on the challenges of building meaningful connections in an era of hyper-personalized content and the importance of creating experiences that foster genuine human interaction. (01:17:06) - Kevin Hart & James Morrissey. Kevin Hart is an American comedian and actor. In the conversation, Hart discusses his tequila brand, Gran Coramino, emphasizing his commitment to authenticity and quality in its creation. He highlights the importance of hard work and genuine involvement in his business ventures, aiming to build a brand that reflects his personal values and dedication. James Morrissey is the CEO of Gran Coramino, the tequila brand co-founded with Kevin Hart. He leads the company’s growth, brand strategy, and distribution, building it into a premium spirits business focused on quality and storytelling. (01:40:29) - 𝕏 Timeline Reactions (01:44:06) - Matan Grinberg, co-founder and CEO of Factory, discusses the company's recent $150 million funding round led by prominent investors, the evolving landscape of AI adoption in software development, and the importance of enterprises being model-agnostic to ensure efficiency and resilience. (01:56:54) - Akhil Voorakkara, co-founder and CEO of Ulysses Ecosystem Engineering, discusses the company's recent $38 million Series A funding led by Andreessen Horowitz's American Dynamism Fund, which will enable the production of more autonomous maritime robots like their Mako model. He highlights the versatility of these modular robots, capable of both autonomous and remote-controlled operations, equipped with various sensors for tasks such as infrastructure inspection and environmental monitoring. Voorakkara also emphasizes the company's commitment to vertical integration, manufacturing components in-house to reduce costs and accelerate development, thereby enhancing their ability to address critical challenges in maritime domains. (02:06:12) - Charlie Cheever, co-founder of Quora and current president of Expo, discusses Expo's recent $45 million Series B funding led by Georgian, bringing the company to 62 employees worldwide. He highlights Expo's evolution into a leading platform for AI-driven app development, enabling developers to create high-quality mobile applications using React Native and TypeScript, with the flexibility to incorporate native code when necessary. Cheever also emphasizes the importance of taste, high action per minute (APM), and agency in software engineers, especially in the era of AI-assisted development. (02:18:35) - Victor Cardenas, co-founder and CEO of Slash, a rapidly growing business banking platform, discusses the company's mission to modernize banking for entrepreneurs by offering industry-specific financial solutions that go beyond traditional services. He highlights Slash's focus on automating financial workflows tailored to various sectors, aiming to become a leading commercial card issuer in the U.S. Additionally, Cardenas emphasizes the integration of AI tools, such as their agent "Twin," to enhance user experience and operational efficiency. (02:25:10) - Theodor Marcu, Head of Product Growth at Cognition, discusses the recent launch of Windsurf 2.0, which integrates Devin, Cognition's AI software engineer, into the Windsurf platform, introducing an agent command center to streamline the management of multiple AI agents. He emphasizes the evolving role of engineers, highlighting how the command center enables them to oversee numerous agents efficiently, allowing for a shift from routine coding tasks to higher-level system architecture and design. Marcu also addresses the importance of model agnosticism, noting Cognition's commitment to evaluating and utilizing the best available AI models to optimize performance across various tasks. Follow 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

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.Follow 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

(01:52) - AllBirds turns to AI Compute Provider (15:04) - Snaps Cuts 16% of Workforce (22:45) - Amazon + Globalstar (31:00) - Kiva Dickinson, founder and managing partner of Selva Ventures, leads investments in emerging health and wellness brands. In the conversation, he discusses his transition from investment banking to venture capital, highlighting his focus on supporting early-stage consumer brands that promote healthier living. He emphasizes the importance of providing strategic resources to these companies, aiming to make healthier living more accessible and enjoyable. (50:30) - Aron D'Souza, an Australian lawyer and entrepreneur, is the founder of the Enhanced Games, an upcoming sporting event that permits the use of performance-enhancing drugs. In the conversation, he discusses the inaugural event scheduled for late May in Las Vegas, highlighting the participation of Olympic gold medalists and world record holders, and mentions the organization's plans to go public through a SPAC combination on the New York Stock Exchange. Additionally, D'Souza introduces his new venture, Objection.AI, an AI-driven platform designed to challenge and verify claims made in the media, aiming to establish an objective arbiter of truth in society. (01:02:31) - Uber Commits $10B to RoboTaxis (01:04:28) - Michael Mignano, co-founder of the podcasting platform Anchor and former head of Spotify's talk audio division, has joined Union Square Ventures (USV) as a General Partner. In his conversation, he discusses his longstanding relationship with USV, highlighting their thesis-driven investment approach and willingness to support unconventional ideas. He emphasizes the importance of in-depth discussions within small teams to develop clear strategies, a practice he values from his experiences at Anchor and Spotify. (01:26:00) - 𝕏 Timeline Reactions (01:30:03) - Wade Foster, co-founder and CEO of Zapier, discusses the recent launch of Zapier's SDK, which integrates with various coding agents to automate tasks across numerous tools. He highlights the surge in internal tool development within companies, noting that Zapier's marketing team created over 80 new internal tools during a recent hackathon. Foster also emphasizes the importance of maintaining accountability when using AI-generated content and shares insights on how remote work enhances documentation and institutional knowledge. (01:51:35) - Ankur Nagpal, founder of Teachable and Carry, discusses the recent acquisition of Carry by AngelList and Lettuce Financial. AngelList acquired Carry's parent company to enhance its financial product offerings, while Lettuce Financial acquired Carry's retirement platform to provide comprehensive services for self-employed individuals. Nagpal highlights the importance of these partnerships in expanding access to financial tools for solopreneurs and plans to continue his involvement as a strategic advisor. (02:01:09) - Bailey Pumfleet, co-founder and CEO of Cal.com, discusses the company's transition from open-source to closed-source scheduling software due to escalating AI-driven security threats. He highlights that advancements in AI have enabled rapid exploitation of open-source code, compromising application security. To protect sensitive user data, Cal.com has decided to close its source code while maintaining its commitment to user trust and data integrity. (02:09:54) - Han Wang, co-founder and CEO of Mintlify, discusses the company's mission to empower developers by providing AI-native documentation solutions, which have been adopted by over 10,000 companies, including Anthropic, Microsoft, and Coinbase. He highlights the increasing role of AI in consuming documentation, noting that currently, approximately 50% of their documentation traffic comes from AI agents, a figure expected to rise to over 90% by year's end. Wang also announces Mintlify's recent $45 million Series B funding at a $500 million valuation, emphasizing the importance of accessible and up-to-date documentation in the rapidly evolving software landscape. Follow 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

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.Follow 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

(00:44) - Artemis II Recap (36:08) - Work vs Leisure (39:20) - Altman's House Attacked (44:11) - We Can't Stop China's AI (01:00:54) - 𝕏 Timeline Reactions (01:11:41) - Balachandar Ramamurthy, CEO of Critical Loop and former SpaceX engineer, discusses his transition from aerospace to energy, emphasizing the need for reliable, cost-effective power solutions. He highlights Critical Loop's approach of deploying energy storage and flexible generation at the grid's edge to reduce long wait times for industrial power access. Additionally, he mentions the company's recent $26 million funding round led by Conifer Infrastructure Partners and Hanover. (01:22:12) - Krste Asanović, a Professor Emeritus at UC Berkeley and co-founder of SiFive, discusses the evolution of SiFive since its 2015 inception, highlighting its recent $400 million Series G funding round led by Atreides Management with participation from NVIDIA. He explains the company's shift from custom silicon to providing RISC-V IP designs, emphasizing the growing demand for high-performance CPUs in data centers to support AI workloads. Asanović also notes the collaborative nature of their work with customers, tailoring CPU designs to specific needs, and discusses the technical and business challenges in developing high-performance processors, including power efficiency and the use of advanced process nodes. (01:31:50) - Peter Diamandis is a Greek-American engineer, physician, and entrepreneur, best known as the founder and chairman of the XPRIZE Foundation, which has launched over $600 million in competitions driving more than $10 billion in research and development across various fields. He discusses the rapid progression of technology, emphasizing the importance of viewing advancements like AI as opportunities rather than threats, and envisions a future of abundance where every individual has access to essential resources. He also reflects on his long-standing relationship with Elon Musk, highlighting Musk's consistent delivery on ambitious visions and their shared commitment to solving global challenges through innovation. (02:02:36) - 𝕏 Timeline Reactions Follow 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

This is our full interview with Chad Janis recorded live on TBPN.We discuss his accidental entry into building Grüns after spotting a broken habit in greens powders, his conviction in reimagining supplements through a more enjoyable gummy form factor, and how he built one of the largest D2C exits in the category despite launching at a low point in consumer sentiment. Sign up for TBPN’s daily newsletter at TBPN.comFollow 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

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.Follow 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

(02:56) - SpaceX Financials (08:26) - 𝕏 Timeline Reactions (15:30) - Chimpanzee Civil War (23:12) - Ferrari's Brand Legend (39:02) - Prof. Alex Young, an Assistant Adjunct Professor in Human Genetics at UCLA's David Geffen School of Medicine, specializes in statistical genetics and serves on the steering committee of the Social Science Genetic Association Consortium (SSGAC). In his conversation, he discusses his involvement with Herasight, a company applying advanced genetic testing to embryos to predict disease risks and traits, highlighting the development of algorithms that utilize polygenic scores and rare variant analysis to enhance embryo selection in IVF. He also addresses the ethical and regulatory challenges in the field, emphasizing the need for balanced oversight to foster innovation while ensuring patient safety. (01:02:44) - Jason Kim, CEO of Firefly Aerospace, discusses the company's achievements, including being the first commercial entity to land on the Moon and executing a rapid 24-hour launch for the Space Force. He highlights Firefly's advancements in lunar exploration, such as deploying Nvidia Jetson modules for space domain awareness and imaging, and outlines future missions targeting the Moon's far side and South Pole. Kim also shares his background, from immigrating from South Korea to serving in the U.S. Air Force, and emphasizes the growing integration of space technology into various industries. (01:16:55) - Chad Janis, founder and CEO of Grüns, discusses the inception of his company, which was inspired by his desire to create a more enjoyable and convenient daily nutrient intake solution, leading to the development of gummy-based supplements. He highlights the company's rapid growth, attributing success to novel innovation, a culture of urgency, and a strong, autonomous team. Janis also reflects on the challenges faced during the company's expansion, including supply chain issues and the strategic decision to enter retail markets, culminating in Grüns' recent acquisition by Unilever. (01:41:26) - Jordan Bramble, CEO and Co-Founder of Antares, leads the company in developing transportable microreactors aimed at providing resilient energy solutions for defense, space, and industrial applications. In the conversation, he discusses Antares' focus on leveraging nuclear power's unique characteristics to enhance energy resiliency, particularly through modular power plants with high uptime and reduced supply chain dependencies. He also highlights the company's progress, including the development of a graphite-moderated reactor design using TRISO fuel and heat pipe cooling, and outlines their testing and deployment timeline, aiming for an electricity-producing system by 2027. (01:57:00) - Andy Dunn, co-founder of Bonobos and author of "Burn Rate," discusses his new venture, Pie, an app designed to foster real-life social connections by suggesting events, communities, and people to meet. He shares that the idea stemmed from his own experience of feeling isolated after moving back to Chicago during the pandemic, realizing he lacked local friends. To address this, Pie offers an AI agent named Penelope to help users coordinate social gatherings, aiming to combat adult loneliness by facilitating meaningful in-person interactions. (02:12:16) - Josh Reeves, CEO and co-founder of Gusto, discusses the challenges small businesses face with compliance across local, state, and federal levels, emphasizing the burden of tasks like state tax registration and managing notices. To alleviate these issues, Gusto is developing an end-to-end compliance solution, including comprehensive state tax registration services and acting as a registered agent to handle notices directly. Reeves also highlights the increasing number of new businesses being created, attributing this trend to improved tooling and the inspiration individuals feel to start their own ventures. Follow 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

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.Follow 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