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

This is our full interview with CZ, the Founder of Binance, recorded live on TBPN.We discuss his motivation for writing his book following his legal battles, his effort to challenge misconceptions around crypto, and his perspective on regulation, privacy, and the balance between transparency and oversight in digital assets. We also explore his views on the intersection of AI and blockchain, the future of security and quantum risk, the enduring mystery of Satoshi Nakamoto, and why decentralization may depend on anonymity.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

(01:25) - Jassy's Shareholder Letter (23:24) - AI in CyberSecurity (27:56) - 𝕏 Timeline Reactions (40:41) - Saagar Enjeti, an American journalist and political commentator, co-hosts the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, he discusses the significant capital expenditures by companies like Amazon on data centers, highlighting the resulting community pushback due to concerns over energy consumption, environmental impact, and displacement of residents. Enjeti emphasizes the need for a democratic process in approving such projects, advocating for transparency and local input to address the growing animosity toward data center developments. (01:01:09) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the New York Times' investigation into the identity of Bitcoin's creator, Satoshi Nakamoto, focusing on the claim that Adam Back is Nakamoto. Weisenthal expresses skepticism about the evidence presented, noting that many early cypherpunks shared similar ideas on privacy and internet architecture, which could explain the overlap in writing and ideology. (01:24:06) - Andrew Dai is the co-founder of Elorian, an AI company building multimodal reasoning models that can understand and interpret the physical world across text, images, and video. He focuses on advancing visual reasoning as a step toward more general intelligence. (01:31:56) - Kesava Kirupa Dinakaran, co-founder and CEO of Luminai, discusses how his company helps large health systems automate operations and back-office tasks, such as processing patient referrals, by leveraging advanced AI models to handle traditionally manual processes like faxed documents. He highlights the importance of a deep, forward-deployed approach to understand the nuanced workflows of healthcare institutions, noting that while on-premises solutions are offered for data security, most clients prefer cloud-based deployments. Kesava also mentions the significant growth of unstructured data in healthcare and announces Luminai's recent $38 million Series B funding led by Sequoia India, General Catalyst, and Y Combinator. (01:40:58) - Brian Manning, CEO and co-founder of Xona Space Systems, discusses the launch of their new satellite factory in San Francisco, following a recent $170 million Series C funding round. Xona is developing a network of small satellites positioned 20 times closer to Earth than existing GPS systems, aiming to provide highly accurate and reliable navigation services. Originally focused on supporting autonomous vehicles, the company has expanded its mission to enhance performance for the over 7 billion GPS devices worldwide. (01:53:14) - Cobi Blumenfeld-Gantz is the CEO and co-founder of Chapter, an AI-powered Medicare navigation platform that assists seniors in selecting appropriate health coverage. In the conversation, he discusses the challenges seniors face with Medicare enrollment, including the complexity of choosing from over 24,000 plans and the prevalence of deceptive marketing practices. He emphasizes the need for better data transparency and the role of technology in simplifying the Medicare selection process. (01:59:25) - Changpeng Zhao, known as CZ, is the founder and former CEO of Binance, the world's largest cryptocurrency exchange. In the conversation, he discusses his motivations for writing a book to share his personal story and correct misconceptions about himself, Binance, and the crypto industry. He also addresses the evolving regulatory landscape in the U.S., emphasizing the need for clarity and balance between oversight and privacy in the crypto space. (02:21:15) - Tal Hoffman, co-founder and CEO of Enclave, an AI code security platform, discusses the company's use of large language models to identify critical vulnerabilities in codebases that traditional scanners often miss. He highlights the significance of recent advancements in AI and cybersecurity, emphasizing the importance of exploitability in assessing vulnerabilities. Hoffman also shares that Enclave has raised $6 million in seed funding led by 8VC, with participation from notable investors like Aaron Levie and Marc Benioff. 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) - Meta Launches Muse Spark (18:24) - Anthropic's Mythos (30:19) - 𝕏 Timeline Reactions (36:12) - Robo-Lamp (41:13) - Luther Lowe, Head of Public Policy at Y Combinator, discusses the challenges small tech companies face due to the control exerted by major platforms like Apple and Google over app distribution. He highlights the restrictive nature of app stores, likening Apple's App Store to "the worst DMV in the world," and emphasizes the need for policy interventions to curb anti-competitive practices. Lowe also mentions Y Combinator's support for the BASE Act, aimed at preventing self-preferencing by dominant platforms, to foster a more competitive and innovative tech ecosystem. (58:30) - Dan Primack, a journalist specializing in business and finance, discusses the legal landscape of prediction markets, highlighting a recent New Jersey appeals court decision favoring Kalshi, a prediction market platform. He anticipates the issue may escalate to the Supreme Court, with potential congressional intervention being necessary for significant changes. Primack also notes the bipartisan nature of opposition to such markets, citing concerns from both casino interests and anti-gambling advocates. (01:20:42) - Lior Susan, founder and Managing Partner of Eclipse Ventures, discusses his firm's focus on investing in physical industries by supporting companies like Cerebras and VulcanForms. He highlights the importance of wafer-scale integration in chip design and the use of multiple lasers in metal part manufacturing to drive innovation and scalability. Additionally, Susan emphasizes the significance of disciplined company-building practices in capital-intensive sectors and expresses optimism about the future of real asset companies in public markets. (01:33:21) - Feross Aboukhadijeh, founder and CEO of Socket, a developer-first security platform, discusses how Socket rapidly detected a malicious update to the widely-used Axios npm package within six minutes. He explains that Socket's system downloads and analyzes every open-source package across 19 ecosystems, employing static analysis, maintainer behavior analysis, AI, and human researchers to identify supply chain attacks and cybersecurity threats. Aboukhadijeh also details the sophisticated social engineering tactics used by North Korean state actors to compromise the Axios maintainer's account, leading to the publication of poisoned package versions that installed Remote Access Trojans, enabling attackers to remotely control infected devices and exfiltrate sensitive data. (01:50:24) - Qasim Mithani, co-founder and CEO of DepthFirst, discusses the company's mission to build AI capable of detecting, triaging, and remediating software vulnerabilities at scale. He highlights their recent $80 million Series B funding, raised less than 90 days after a previous round, driven by significant customer traction and the need to enhance research efforts. Mithani also emphasizes the importance of security in the AI era, noting partnerships with major AI labs and the development of in-house models to address complex enterprise environments. (01:57:57) - Jaleh Rezaei, CEO and co-founder of Mutiny, discusses the company's AI agent that assists businesses like Rippling and Snowflake in creating personalized customer-facing materials to streamline the sales process from initial contact to deal closure. She explains how the agent generates tailored content such as landing pages, battle cards, and ROI proposals, enhancing efficiency and effectiveness in customer engagement. Additionally, Rezaei shares the origin of Mutiny's name, emphasizing its mission to challenge traditional go-to-market dependencies, and recounts the story behind their raccoon mascot, Achoo, highlighting the company's culture of authenticity and spontaneity. (02:05:53) - Jeremy Philip, after 12 years at Meta focusing on trust and safety, left to address AI-powered scams by founding Charlemagne Labs, which developed Agent Charley, an on-device AI agent for real-time threat detection. He discusses the increasing sophistication of phishing attacks, emphasizing that AI enables scammers to craft highly personalized and convincing messages, making traditional phishing indistinguishable from spear phishing. Philip highlights the necessity for proactive, real-time defenses like Agent Charley to protect users from these advanced threats. 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 Thomas Laffont, recorded live on TBPN.We discuss his upbringing between Paris and New York, his determined path into Hollywood through CAA’s mailroom, and the lessons he carried from entertainment into investing, from spotting Apple early to navigating AI, private markets, and the future of tech.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

(00:45) - Meta Employees Tokenmaxxing (15:43) - Intel Joins the Terafab Project (29:59) - Corporate Retreat Gone Wrong (45:34) - Big Tech Teams up Against China (53:01) - 𝕏 Timeline Reactions (01:00:29) - Riley Walz, a 23-year-old software engineer and tech enthusiast, is known for his inventive projects that blend technology with community engagement. In the conversation, he discusses his latest venture in San Francisco's Sunset District, where he and his friends purchased a foreclosed alley for $26,000 and transformed it into a community art project. They paved the alley, invited the public to submit digital artwork through their website, and auctioned the naming rights, with the highest bid reaching $135,000, all while ensuring the alley remains accessible to vehicles. (01:17:18) - Aditya Bandi, co-founder of Noon, discusses his journey from India to the Bay Area in 2015, where his first startup was acquired by Yahoo. He highlights the challenges designers face with traditional tools that separate design from functionality, leading to inefficiencies. To address this, Noon integrates design directly with a product's codebase, enabling designers to work on both visual and functional aspects simultaneously, streamlining the development process. (01:29:45) - Zach Shore, President of Hermeus Corporation, discusses the company's recent $350 million funding round, the rapid development and testing of their high-speed aircraft, and the strategic expansion to Los Angeles to leverage local engineering talent. He highlights the advantages of unmanned jets in accelerating R&D cycles and reducing risks, and outlines the progression of their aircraft from initial prototypes to the upcoming Mach 3 platform. Shore also emphasizes Hermeus' focus on defense applications, aiming to provide advanced capabilities to the U.S. Department of Defense before considering commercial markets. (01:45:32) - Hongwei Liu, CEO and founder of Mappedin, discusses the company's mission to digitize indoor spaces by transforming traditional floor plans into dynamic, interactive maps, enabling users to navigate complex environments like malls, airports, and hospitals. He highlights the challenges of keeping indoor maps up-to-date due to constant changes, emphasizing the importance of providing building owners with tools to manage and publish their own maps. Liu also mentions Mappedin's significant market presence, including partnerships with major venues and events, and announces a recent funding round of $24.5 million to further advance their indoor mapping solutions. (01:53:14) - Zak Kukoff chairs the Tech and Venture Practice at Lewis-Burke Associates, where he advocates for the policy needs of founders and investors. In the conversation, he discusses the challenges and political dynamics surrounding data centers, including public perception issues, energy consumption concerns, and the impact on local communities. He also highlights the importance of proactive messaging and strategic political engagement to address these challenges and support technological progress. (02:12:33) - Thomas Laffont is the co-founder of Coatue, a global technology investment firm spanning public and private markets. He focuses on investing in high-growth technology companies and is known for his long-term approach to backing category-defining businesses across software, internet, and AI. 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

(02:28) - $1B GLP-1 Lessons (26:57) - China's Pork Problem (30:39) - America's Best New Weapon (38:59) - Inside OpenAI & Anthropic's Finances (44:48) - The New AI Careers (52:53) - China in the AI Talent Race (56:33) - China's 2030 Master Plan (01:06:13) - 𝕏 Timeline Reactions (01:15:41) - Sam Broner, co-founder of The Better Money Company, discusses raising $10 million to build a stablecoin clearinghouse aimed at facilitating seamless payments between different stablecoins. He explains that, similar to traditional clearinghouses connecting financial institutions, their platform will enable payments companies to handle stablecoin transactions more efficiently. Broner also highlights the impact of the GENIUS Act, which has spurred increased interest from large companies in adopting stablecoins for payments, leading to a surge in requests for stablecoin projects. (01:32:57) - Jonathan Slotkin, MD, is a practicing neurosurgeon and co-founder of Scrub Capital, a venture capital firm focused on early-stage healthcare investments. In the conversation, he critiques the portrayal of a health tech company in a recent article, emphasizing the need for deeper scrutiny of medical claims and regulatory compliance. He highlights the importance of distinguishing between genuine innovation and unsubstantiated marketing, particularly in the context of telemedicine and peptide therapies. (01:47:20) - Liz Hoffman, a seasoned journalist and business and finance editor at Semafor, discusses the launch of her new weekly interview show, "Compound Interest," which delves into the inner workings of significant economic sectors through conversations with industry leaders. She highlights recent episodes featuring David Ulevitch from Andreessen Horowitz on defense technology and the CEO of Oura discussing advancements in wearable health devices. Additionally, Hoffman shares insights on the U.S. labor market, emphasizing demographic shifts and the evolving impact of AI on employment trends. (02:00:44) - Bret Taylor is an American computer programmer and entrepreneur, known for co-creating Google Maps, serving as CTO of Facebook, and co-founding the AI startup Sierra. In the conversation, Taylor discusses Sierra's rapid growth to $100 million in annual recurring revenue within seven quarters, highlighting successful deployments with companies like Nordstrom, which implemented Sierra's AI solutions in just four weeks. He emphasizes the company's focus on accelerating customer success through AI-driven solutions, including the development of Ghostwriter, a product that reimagines the platform around AI to enhance user experience. (02:20:34) - Ariyan Kabir, co-founder and CEO of GrayMatter Robotics, discusses the critical need to enhance the U.S. industrial base, particularly in shipbuilding, to address significant labor shortages and maintain national security. He announces a partnership with Huntington Ingalls Industries to integrate factory superintelligence into shipbuilding, aiming to automate labor-intensive processes like sanding, grinding, and painting through AI-powered robotic systems. Kabir emphasizes that this collaboration seeks to bridge the gap between increasing demand and limited production capacity by deploying autonomous robots capable of handling diverse manufacturing tasks, thereby improving efficiency and reducing reliance on manual labor. (02:27:14) - Atif Siddiqi, founder and CEO of Branch, leads a company that provides faster, more flexible payment solutions for hourly and gig workers, partnering with firms like Uber and Instacart. He discusses Branch's growth to over 230 employees, raising over $100 million in equity, and their focus on embedded finance offerings, including a recent integration with Stripe's Connect platform to offer digital wallets and debit cards. Siddiqi highlights the importance of improving workers' cash flow to enhance retention, noting that companies using Branch have seen a 60% increase in worker retention, and announces Branch's new end-to-end tax filing capabilities for 1099 workers. (02:35:57) - 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.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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

Sign up for TBPN’s daily newsletter at TBPN.com(00:14) - OpenAI Acquires TBPN (21:42) - Artemis II Reactions (30:29) - The One-Man $1B Company (41:50) - Timeline Reactions (46:39) - Best Quarter for Big Deals Ever (54:26) - Private Credit's Evangelist Under Fire (01:03:47) - Apple at 50 (01:24:48) - Marc Lore, an American entrepreneur and investor, is renowned for founding Diapers.com and Jet.com, both of which were acquired by Amazon and Walmart, respectively. In the conversation, he discusses his journey from investment banking to launching these e-commerce ventures, highlighting his innovative approaches to logistics and customer experience. He also shares insights into his latest venture, Wonder, a food delivery startup aiming to revolutionize the industry by integrating technology and culinary expertise. (01:54:33) - Adam Meyers, head of counter adversary operations at CrowdStrike and host of the Adversary Universe podcast, discusses the recent surge in software supply chain attacks, emphasizing the role of developers in securing their code and the importance of multi-factor authentication to protect against identity-based threats. He highlights the increasing sophistication of adversaries, such as North Korean groups targeting developers to steal cryptocurrencies for funding weapons programs. Meyers also underscores the necessity for organizations to monitor suspicious behaviors at endpoints and during build processes to detect and prevent potential security breaches. (02:07:16) - Jeremy Allaire, co-founder and CEO of Circle, has a background in founding and leading technology companies, including Allaire Corporation and Brightcove. In the conversation, he discusses the expansion of Circle's platform beyond its stablecoin USDC, highlighting the development of the ARK operating system and the company's focus on simplifying payments and providing infrastructure for developers. He also emphasizes the growing role of USDC in agent-to-agent economic transactions, noting its dominance in this emerging market and the potential for exponential growth as AI agents increasingly engage in financial activities. (02:32:05) - Justin Levine, co-founder and CEO of Shepherd, an AI-native insurance company focusing on large-scale industries like construction and renewable energy, discusses the current construction super cycle driven by AI infrastructure, highlighting a $400 billion infrastructure spend this year alone. He explains Shepherd's role in providing insurance solutions to developers and contractors involved in building data centers and energy assets, emphasizing their innovative approach to underwriting and risk management. Levine also details Shepherd's recent $42 million Series B funding led by Intact Private Capital, underscoring the industry's recognition of the transformative impact of AI on underwriting processes. (02:40:27) - Gaurav Misra, CEO of Mirage, discusses the company's recent $75 million funding round aimed at expanding their AI-driven video editing app, Captions, into new markets, particularly in Asia. He emphasizes their unique approach of combining user-generated media with AI-generated content to create cohesive narratives, catering to small businesses and individuals seeking to market themselves effectively. Misra also highlights plans to broaden the app's use cases beyond simple captioning, focusing on automating various video editing tasks to attract a diverse user base. (02:49:46) - Philip Johnston, co-founder and CEO of Starcloud, discusses the company's recent $170 million Series A funding at a $1.1 billion valuation, making it the fastest unicorn in Y Combinator history. He outlines plans to build a constellation of 88,000 satellites, aiming to deploy 20 gigawatts of compute capacity in space, and highlights collaborations with Nvidia on space-optimized chips and the development of deployable radiators for thermal management. Johnston also emphasizes the potential of space-based data centers to alleviate terrestrial energy constraints by harnessing continuous solar power. 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.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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 Eddy Cue, recorded live on TBPN.We discuss his early years at Apple, his admiration for Steve Jobs' innovation, and the challenges of launching the original Apple online store amidst concerns from traditional retail channels.Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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

Sign up for TBPN’s daily newsletter at TBPN.com(02:18) - Artemis II Launch (10:50) - Jamie Dimon's Plan (14:20) - Buffett's Protégé Joins JPMorgan (20:10) - Save Snap Now (31:10) - The Artemis II Launch Technology (38:35) - The Great KitKat Heist (45:25) - Microsoft Eyes $7B Texas Power Plant (54:19) - OpenAI Preps "Social Contract" Push After $122B Raise (01:00:37) - Timeline Reactions (01:10:15) - Eddy Cue, Apple's Senior Vice President of Services, joined the company in 1989 and has been instrumental in developing key platforms like the iTunes Store and App Store. In the conversation, he reflects on his early years at Apple, his admiration for Steve Jobs' innovation, and the challenges of launching the original Apple online store amidst concerns from traditional retail channels. (01:32:53) - Aaron Terrazas, an economist at Gusto with prior experience at Glassdoor, Convoy, Zillow, and the U.S. Treasury Department, discusses the unique advantages of being an in-house economist, emphasizing access to proprietary data that offers real-time insights into economic trends. He highlights the importance of adjusting internal data to reflect the broader labor market, ensuring accurate analyses. Terrazas also notes that, despite prevailing economic uncertainties, small businesses created approximately 120,000 new jobs in March, marking the strongest growth since 2022. (01:46:40) - Timeline Reactions (01:56:36) - Pratap Ranade, CEO and co-founder of Arena Physica, discusses the company's evolution from integrating AI into hardware engineering to developing Heaviside, the first foundation model for electromagnetism. This model, akin to a large language model but trained on materials, geometries, and electromagnetic fields, aims to address challenges in designing software-defined hardware by creating a data factory to generate the necessary training data. Ranade highlights applications in satellite communication, radar, and data centers, emphasizing partnerships with companies like AMD and Anduril to democratize advanced electromagnetic design. (02:19:00) - Abhishek Das, co-founder and co-CEO of UTOTI, discusses the development of web agents designed to autonomously perform tasks on the internet, envisioning a future where AI agents handle web interactions on behalf of users. He elaborates on the multi-layered architecture of these agents, including a core language model for web navigation, an agent harness for persistence and task management, and a user-friendly product interface. Das also highlights the company's focus on serving prosumers, such as small to medium business owners and individuals in larger companies, and mentions that their in-house model is as accurate as leading alternatives but operates faster and at a lower cost. (02:33:30) - Garry Tan, born in 1981, is a Canadian-American venture capitalist and the CEO of Y Combinator, known for co-founding Posterous and Initialized Capital. In the conversation, Tan discusses the transformative impact of AI on software development, emphasizing the need for developers to embrace rapid iteration and leverage tools like his open-source project, GStack, which turns AI assistants into virtual software development teams. He highlights the importance of structured workflows and the potential for AI to significantly enhance productivity in the tech industry. (02:56:21) - Brannin McBee, co-founder and Chief Development Officer of CoreWeave, discusses the company's innovative financing strategy, which involves combining GPU infrastructure with long-term contracts to secure investment-grade financing at competitive rates. He emphasizes the importance of market validation in reducing capital costs and highlights the sustained demand for older GPU models, attributing it to the diverse needs of AI workloads. McBee also underscores the significant engineering efforts required to build large-scale data centers and the necessity of aligning with clients to support the rapid evolution of AI technology. (03:09:07) - Sam Yagan, co-founder and managing director of Corazon Capital, is an American entrepreneur known for founding SparkNotes and OkCupid, and serving as CEO of Match Group. In the conversation, he discusses the transformative impact of AI on consumer technology, emphasizing the need for startups to focus on achieving product-market fit and highlighting the importance of adaptability and strategic pivots in entrepreneurial success. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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

Sign up for TBPN’s daily newsletter at TBPN.com(01:47) - AI Is Coming for Your Memes (11:42) - Axios NPM Package Compromised (23:17) - Claude Code Source Code Leak (34:36) - Google: Quantum Threat to Crypto is Real (42:16) - Timeline Reactions (57:57) - Alex Pruden, a former Army Green Beret and Stanford graduate, is the CEO and co-founder of Project Eleven, a company dedicated to securing digital assets against emerging quantum computing threats. He discusses the urgency of addressing vulnerabilities in blockchain cryptography, emphasizing that recent advancements in quantum computing have significantly lowered the threshold for potential attacks on systems like Bitcoin. Pruden highlights the need for proactive measures to transition to quantum-resistant cryptographic standards to safeguard the future of decentralized networks. (01:16:37) - Qasar Younis, CEO of Applied Intuition, discusses the company's $15 billion valuation and its mission to integrate AI into physical machines across various industries. He highlights a recent partnership with LG Innotek to develop cost-effective self-driving technologies, emphasizing the shift from research to engineering in autonomous systems. Younis also notes the importance of shared learning across sectors like mining and trucking to enhance AI models, and underscores the company's capital efficiency and strategic approach to scaling AI solutions in the physical world. (01:31:51) - Sebastian Mallaby, an English journalist and author, is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations. In his conversation, he discusses his latest book, "The Infinity Machine," which explores the life of Demis Hassabis and the development of artificial intelligence at DeepMind. Mallaby shares insights into his research process, including extensive interviews with Hassabis, and reflects on the rapid advancements in AI and their broader implications. (02:02:30) - Forrest Heath, founder of Somos, discusses his journey from dropping out of high school and moving to Medellín, Colombia, to building a company that provides high-speed, low-cost internet infrastructure in Latin America. He explains how Somos constructs its own infrastructure, including nationwide backbones and custom Wi-Fi routers, to deliver gigabit connections at affordable prices. Heath also highlights the potential for Latin America to leapfrog traditional telecom systems, positioning the region at the forefront of internet infrastructure development. (02:12:46) - Dino Mavrookas, co-founder and CEO of Saronic Technologies, discusses the company's recent $1.75 billion financing round, emphasizing plans to accelerate production and delivery of autonomous surface vessels to the U.S. and its allies. He highlights the development of the 180-foot unmanned ship, Marauder, and the Corsair platform, with production already in the thousands. Mavrookas also outlines intentions to invest billions in new shipyards, aiming to revitalize the U.S. shipbuilding industry and create thousands of jobs. (02:20:29) - Will Ahmed, founder and CEO of WHOOP, discusses the company's recent $575 million Series G financing round, highlighting the addition of investors like LeBron James and Cristiano Ronaldo. He emphasizes WHOOP's expansion into 60 markets, its evolution into a comprehensive health platform with medical-grade technology, and plans to enhance brand awareness through increased marketing efforts. Ahmed also outlines the company's commitment to advancing product accuracy and functionality, aiming to make the device smaller and smarter while integrating more health monitoring capabilities. (02:31:49) - Jannick Malling, co-founder and co-CEO of Public.com, discusses the launch of AI Agents for investing, a feature that allows users to automate portfolio strategies directly within the Public app. These AI Agents can monitor markets, move funds, and execute trades based on user-defined instructions, enhancing the investing experience by shifting from manual order entries to intent-based automation. (02:43:21) - Ryan Daniels, founder of Crosby, a law firm integrating advanced AI technologies, discusses the firm's recent $60 million Series B funding and achieving over $1 billion in client contracts. He highlights the firm's strategy of employing AI agents to handle entire legal tasks end-to-end, emphasizing the importance of combining technological advancements with human expertise to enhance legal services. Daniels also addresses the evolving role of lawyers in the age of AI, underscoring the need for legal professionals to focus on client interactions and effectively collaborate with engineers to develop better legal technologies. (02:52:31) - Chris Yu, co-founder and president of Also, discusses the company's mission to electrify small form-factor vehicles, such as e-bikes and pedal quads, by applying the Rivian or Tesla playbook to these smaller modes of transportation. He highlights partnerships with Amazon and DoorDash to deploy these vehicles, emphasizing their suitability for dense urban environments and the potential for autonomy. Yu also elaborates on the collaborative relationship with Rivian, sharing technical architectures and commodities like battery cells, while adopting a contract manufacturing model for assembly to accommodate the unique needs of smaller-scale products. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe -

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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 Tae Kim, recorded live on TBPN.We discuss why he believes fears around Nvidia and AI infrastructure are overblown despite recent market pullbacks, unpack how exploding inference demand from coding agents and enterprise adoption is driving a sustained compute shortage that Nvidia is uniquely positioned to capture after locking up key supply, and debate what this next wave of AI means for everything from GPU scarcity and chip strategy to token demand, vertical agents, and whether the current boom is the early innings of a multi-year expansion or the setup for a future compute glut.Sign up for TBPN’s daily newsletter at TBPN.comTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow 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

Sign up for TBPN’s daily newsletter at TBPN.com(01:49) - The Lawyer Who Beat Meta and Google (15:44) - The Social Media Addiction Placebo Controlled Trial (32:54) - Revisiting The Jetsons (42:16) - What I Hate Most About Hotel Room Tech (48:37) - Sysco to Acquire Restaurant Depot (51:08) - Office Chair Racing (01:00:08) - Tae Kim, a financial analyst and founder of the newsletter "Key Context," discusses the recent volatility in Nvidia's stock, attributing it to cyclical market fears rather than fundamental issues, and highlights the company's strategic acquisitions and partnerships, such as with Groq, to meet surging AI inference demand. He emphasizes Nvidia's proactive supply chain management and strong relationships with TSMC to secure wafer allocations, positioning the company to capitalize on the growing AI market. Additionally, Kim notes the increasing demand for CPUs driven by AI agents, suggesting a significant trend in the tech industry. (01:30:37) - Logan Bartlett, Managing Director at Redpoint Ventures, discusses the disconnect between public and private market valuations in the software industry, highlighting how public software companies trade at lower multiples compared to their private counterparts. He attributes this to public investors' concerns over stock-based compensation and questions about the long-term terminal value of these businesses. Bartlett also emphasizes the cultural challenges incumbent companies face in adapting to rapid technological shifts, particularly in integrating AI capabilities, which may hinder their ability to capture new market opportunities. (02:09:37) - Sam Stephenson, co-founder and CTO of Granola, an AI-powered meeting notepad, discusses the company's recent $125 million Series C funding led by Index Ventures, bringing its valuation to $1.5 billion. He highlights Granola's evolution from a personal note-taking app to an enterprise solution, emphasizing the importance of capturing meeting contexts to enhance company operations. Stephenson also addresses the challenges of integrating AI into meeting tools, noting the complexities of understanding social nuances and the necessity of building features that seamlessly fit into users' workflows. (02:23:38) - Ben Broca, founder of Polsia, discusses his AI platform that autonomously builds and manages companies by handling tasks such as product development, marketing, and customer support. He emphasizes the importance of configuring AI models with the right tools and orchestration to achieve desired outcomes, and highlights that while AI can automate operational tasks, human input remains crucial for aspects like branding and understanding market trends. Broca also shares that Polsia has rapidly grown, with over 500 companies utilizing the platform, and mentions the intentional naming of Polsia as "AI Slop" spelled backward to spark conversation. (02:34:28) - Brett Adcock, founder and CEO of Figure AI, has launched Hark, an AI lab focused on developing advanced personalized intelligence by integrating multimodal AI models with next-generation hardware interfaces. In the conversation, Adcock discusses the limitations of current AI systems and devices, emphasizing the need for proactive, personalized AI that can interact naturally through speech, text, and vision, and highlights Hark's efforts to address these gaps by building both the models and hardware interfaces necessary for a seamless AI experience. (02:44:47) - Andrei Serban is the founder and CEO of Console, an AI-driven platform that automates IT support tasks directly within communication tools like Slack. In the conversation, he discusses Console's recent launch of "Assistant," a feature that automates complex, multi-system tasks such as investigating internet outages and deploying software updates. He also highlights how Assistant enables IT teams to build their own integrations, allowing for rapid adaptation to specific needs without extensive engineering resources. TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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