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TBPN
Author: John Coogan & Jordi Hays
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TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.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(01:21) - 𝕏 Timeline Reactions
(02:58) - Anthropic's Trust Nuke
(18:36) - OpenAI's Frontier Model for Enterprise
(39:02) - Alphabet Beats Q4 Estimates
(52:25) - NVIDIA to Skip New Gaming Chips in 2026
(56:16) - Sam Altman, CEO of OpenAI, discusses the launch of Codex 5.3, highlighting its enhanced coding capabilities, increased speed, and improved interactivity, allowing users to guide the model during tasks. He emphasizes the importance of integrating AI agents into workflows, suggesting that managing a team of agents will become a standard practice, and notes the need for companies to adapt quickly to AI advancements to maintain competitiveness. Altman also touches on the evolving role of software development, predicting significant transformations as AI continues to advance.
(01:33:10) - Sholto Douglas, a Member of Technical Staff at Anthropic, specializes in scaling reinforcement learning and agentic AI. In the transcript, Douglas discusses the release of a new model that excels in tackling complex problems through extended reasoning and test-time computation. He highlights the model's advancements in digital tasks, such as coding and knowledge work, and emphasizes the importance of developing AI systems that can function as capable coworkers.
(02:00:32) - Daniel Barcelo, CEO and Chairman of T1 Energy, has over 25 years of experience in international energy finance and emerging markets. He discusses T1's efforts to build a domestic solar and battery supply chain, highlighting the acquisition of a 5-gigawatt solar module facility in Wilmer, Texas, and plans for a 2.1-gigawatt solar cell plant near Austin. Barcelo emphasizes the importance of advanced manufacturing and an integrated U.S. supply chain to meet the growing demand for scalable, reliable, and low-cost renewable energy.
(02:24:41) - Mandy Fields, Chief Financial Officer of e.l.f. Beauty, discusses the company's impressive 38% net sales growth and 79% increase in adjusted EBITDA, attributing this success to their value proposition, innovative marketing, and the acquisition of Hailey Bieber's brand, Rhode. She highlights e.l.f.'s balanced marketing spend across digital platforms to stay connected with their community and emphasizes the importance of Super Bowl ads for building long-term brand awareness. Fields also notes the company's focus on expanding their existing portfolio, including e.l.f. Cosmetics, Naturium, and Rhode, while remaining open to future acquisitions.
(02:32:56) - 𝕏 Timeline Reactions
(02:35:53) - Ivan Burazin, co-founder and CEO of Daytona, has a rich background in cloud development, having previously founded Codeanywhere and the Shift developer conference. In the conversation, he discusses Daytona's mission to provide secure, scalable infrastructure for AI agents, emphasizing the necessity for these agents to operate in isolated computing environments to perform tasks like code execution and browser-based activities. He also highlights Daytona's rapid growth, noting a significant increase in customers, including Fortune 100 companies, and announces a recent $24 million Series A funding round to further advance their platform.
(02:43:01) - Scott Rogowsky, renowned for hosting HQ Trivia, discusses his new venture, Savvy, a live interactive word puzzle game where players compete against him in real-time to solve puzzles and win cash prizes. He reflects on lessons from HQ Trivia, emphasizing the importance of player engagement and accessibility, and highlights Savvy's design to ensure all participants can play through entire games, enhancing user experience. Rogowsky also shares his commitment to the project, having recently relocated to Los Angeles to focus on its development, and expresses excitement about building a dedicated community around the app.
TBPN.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comKalshi - https://kalshi.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
This is our full interview with OpenAI CEO Sam Altman, recorded live on TBPN.We discuss Anthropic's Super Bowl ads, Codex 5.3, why managing AI agents is the next interface shift, and how chips, power, and compute bottlenecks will shape the future of AI.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.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(00:17) - Our Super Bowl Ad
(06:43) - Ads in AI Commercial Reactions
(31:11) - Walmart hits $1T
(35:05) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a company specializing in AI-driven voice synthesis, discusses the company's recent $500 million Series D funding round, valuing ElevenLabs at $11 billion, and highlights the rapid growth in annual recurring revenue, reaching $330 million by the end of 2025. He emphasizes the expansion of their product offerings, including advancements in voice agents and conversational models, and notes significant enterprise adoption with clients like Deutsche Telekom and Revolut. Additionally, Staniszewski introduces Andrew Reed from Sequoia as a new board member, underscoring the company's commitment to innovation and leadership in the AI voice technology sector.
(50:53) - 𝕏 Timeline Reactions
(01:01:06) - Gergely Orosz is a seasoned software engineer and author of "The Pragmatic Engineer" newsletter, focusing on in-depth topics for experienced professionals. In the conversation, he discusses the transformative impact of AI on software engineering, emphasizing the shift from traditional coding to AI-assisted development and the importance of adaptability in this evolving landscape. He also highlights the value of hiring interns proficient in AI tools to enhance team productivity and underscores the need for engineers to develop business acumen and product sense to remain competitive.
(01:22:31) - Dara Khosrowshahi, an Iranian-American business executive born in 1969, is the CEO of Uber and previously led Expedia Group. In the conversation, he discusses Uber's strong earnings, highlighting a 22% trip growth and nearly $10 billion in free cash flow, emphasizing the company's supply-led strategy and the integration of rides and Uber Eats to enhance customer engagement.
(01:48:37) - Mitchell Green, Founder and Managing Partner at Lead Edge Capital, a $5 billion growth equity firm, discusses the rapid evolution of software development through AI-driven "vibe coding," expressing skepticism about its ability to replace complex, trust-based enterprise software solutions. He highlights the undervaluation of established software companies like PayPal and Workday, emphasizing the importance of trust and reliability in their offerings. Green also touches on the dynamics of the IPO market, noting that strong companies can go public successfully even in uncertain times, and shares his personal interest in motorsports, including plans to participate in races at Le Mans and Monaco.
(02:16:16) - Breaking News: Sama Responds to Anthropic Ads
(02:19:50) - Simon Hørup Eskildsen is the co-founder and CEO of Turbopuffer, a company specializing in serverless vector databases. He discusses the rapid adoption of agentic coding, emphasizing the need for efficient search engines to handle vast data volumes, and highlights Turbopuffer's role in enabling companies to build their own scalable search infrastructures. Additionally, he addresses challenges in compute resource availability and the importance of honest representation in client partnerships.
(02:36:56) - 𝕏 Timeline Reactions
(02:43:17) - KJ Dhaliwal, CEO and co-founder of Lotus Health AI, discusses the company's mission to provide free, AI-powered primary care directly to consumers, addressing the shortage of primary care physicians in the U.S. He highlights the platform's ability to handle 80% of primary care needs virtually, including prescriptions and lab orders, by integrating patient health data with AI and real doctors. Dhaliwal also mentions their recent $41 million funding round led by Kleiner Perkins and CRV, and outlines plans for monetization through premium content and employer partnerships.
(02:53:16) - Nicolas Sharp, Co-Founder and CEO of Attio, discusses the launch of "Ask Atio," a conversational AI interface designed to help users interpret and act on extensive CRM data, including calls, emails, and customer interactions. He highlights the industry's growing consensus on the potential disruption of incumbent CRM systems by AI-native solutions and emphasizes Attio's commitment to supporting diverse integrations through a robust SDK and open platform. Looking ahead, Sharp outlines plans for rapid product development, aiming to balance scaling the company with continuous innovation to meet ambitious targets.
(03:00:52) - Ken Griffin Blasts White House "Favoritism"
(03:06:04) - 𝕏 Timeline Reactions
TBPN.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comKalshi - https://kalshi.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.TBPN.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(00:51) - Timeline Reactions
(49:06) - Aaron Levie, co-founder and CEO of Box, a leading enterprise cloud company, discusses the rapid advancements in AI and their transformative impact on enterprise software. He emphasizes the development of AI agents capable of handling complex tasks with unstructured data, highlighting the unprecedented pace of change in AI research and best practices. Levie also addresses the evolving role of AI in enterprise SaaS, suggesting a future where AI agents complement existing software systems, enhancing productivity without replacing core business processes.
(01:09:35) - Chuck Robbins, Chairman and CEO of Cisco Systems, discussed the company's focus on AI at the Cisco AI Summit, covering topics from evolving models to necessary infrastructure, and highlighted the intersection of technology and geopolitics at the recent Davos meeting. He also shared insights into his background, including his transition from a mathematics degree to a career in technology, and emphasized the importance of balancing technical skills with emotional intelligence for leadership success.
(01:28:10) - Jeetu Patel, Cisco's President and Chief Product Officer, discusses the company's strategic shift towards becoming a platform-centric organization, emphasizing the importance of ecosystem collaboration over a zero-sum mentality. He highlights the significance of the Splunk acquisition in enhancing data correlation for improved security measures and underscores the critical role of networking infrastructure in supporting AI advancements. Patel also addresses the evolving nature of software development, noting the increasing reliance on AI for code generation and the necessity for robust review processes to maintain quality.
(01:54:42) - Costa Kladianos, Executive Vice President and Head of Technology for the San Francisco 49ers and Levi's Stadium, discusses his team's role in managing stadium operations, including ticketing, point-of-sale systems, Wi-Fi, network infrastructure, and cybersecurity, aiming to provide a seamless fan experience. He highlights the evolution of stadium technology to enhance in-person attendance by integrating social experiences and advanced data access, making live games more appealing than home viewing. Kladianos emphasizes the critical importance of robust network infrastructure and proactive cybersecurity measures to ensure uninterrupted operations and protect against diverse threats, given the stadium's high visibility and technological expectations.
(02:03:02) - Dylan Patel is the founder of SemiAnalysis, the leading research and consulting firm for AI infrastructure and buildouts. Their publication is broadly respected, and they sell data to many hyperscalers and AI labs. In this episode, almost all of what we discussed has never been said publicly.
TBPN.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.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comKalshi - https://kalshi.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
This is our full interview with SemiAnalysis Founder and CEO Dylan Patel, recorded live on TBPN at the Cisco AI Summit in San Francisco. We discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
This is our full interview with Moltbook creator Matt Schlicht, recorded live on TBPN. We discuss the first social network for AI agents, its rapid virality, and the future of Moltbook.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.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(00:43) - Moltbook Reactions
(28:35) - Matt Schlicht, founder and CEO of Octane AI, is an AI and chatbot expert recognized as a Forbes 30 Under 30 honoree. In the conversation, he discusses his journey in the tech industry, including his work at Ustream and the development of Moltbook, a social network for AI agents. He elaborates on the rapid growth of Moltbook, the concept of AI agents interacting autonomously, and the future potential of AI-driven social platforms.
(01:05:51) - Nvidia OpenAI Deal
(01:20:55) - Alex Blania, co-founder of Tools for Humanity, the company behind Worldcoin, discusses the necessity of establishing proof of human identity at internet scale to prevent AI-driven interactions from undermining authentic human connections online. He highlights the challenges posed by AI-generated content and bots, emphasizing the importance of uniqueness in user accounts to maintain the integrity of social platforms. Blania also touches on the potential for AI to facilitate scams, such as deepfake calls targeting vulnerable individuals, underscoring the need for robust verification systems.
(01:36:02) - Nik 6ocqltb, an AI enthusiast since 2021, discusses his early adoption of OpenAI's technologies, including GPT-3 and DALL·E, and his experiences curating AI-generated art on Instagram, which led to a significant following before facing issues with OpenAI. He shares his perspectives on the rapid development of AI, expressing optimism about achieving AGI by 2029-2030, and critiques the commercialization strategies of companies like OpenAI, highlighting concerns about user growth and the introduction of ads in ChatGPT. Additionally, Nik reflects on his anonymous online presence, emphasizing his desire to explore and discuss AI developments freely, and mentions upcoming plans to engage more deeply with the AI community, including attending Nvidia's GTC as a creator.
(01:58:02) - David Placek, founder and president of Lexicon Branding, specializes in creating impactful brand names for global clients. He discusses the importance of integrating creative processes with linguistic and cognitive science to develop effective names, emphasizing that securing a perfect .com domain is less critical than previously thought. Placek also highlights the challenges of rebranding, advising companies to thoroughly consider the implications and invest appropriately to ensure a successful transition.
(02:31:04) - Thibault Sottiaux, the engineering lead for OpenAI's Codex, discusses the launch of the Codex app on macOS, emphasizing its accessibility and integration with users' workflows. He highlights features like adaptive thinking models, customizable personalities, and multimodal capabilities, aiming to enhance productivity for both technical and non-technical users. Sottiaux also addresses the app's role as a companion to traditional IDEs, its support for open ecosystems, and future plans for mobile integration.
(02:47:14) - Christopher O'Donnell, former Chief Product Officer at HubSpot, is now the founder and CEO of Day.ai, an AI-native CRM platform. In the conversation, he discusses how Day.ai integrates a meeting assistant, CRM, and knowledge base into a unified solution, eliminating manual data entry and providing instant insights by indexing all company interactions for AI analysis. He also highlights the company's recent $20 million funding round led by Sequoia Capital.
(02:57:47) - Jim Siders, CEO of SHIELD Technology Partners and former CIO at Palantir, discusses the company's mission to integrate AI into IT services for small and medium-sized businesses across America. He highlights the recent $100 million investment from Thrive Holdings, emphasizing the long-term partnership and strategic vision behind this funding. Siders also explains SHIELD's approach of acquiring successful managed service providers, retaining their existing teams and customer relationships, and enhancing their offerings with AI and proprietary technologies to deliver greater value without disrupting established connections.
(03:07:21) - Chris Black is a media personality, writer, and brand consultant best known as the co-host of the podcast How Long Gone. He’s recognized for his sharp commentary on culture, fashion, media, and internet trends, and for advising brands and creators on positioning, storytelling, and taste-driven marketing.
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This is our full interview with Tyler Cowen, recorded live on TBPN.We discuss Kevin Warsh and the Federal Reserve, volatility in precious metals and gold, AI-driven unemployment, Clawdbot, and the broader societal impacts of AI.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.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
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.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(01:42) - Who is Kevin Warsh?
(31:57) - 𝕏 Timeline Reactions
(40:34) - Google Targets Chinese "Cyber Weapon"
(47:48) - WSJ Mansion Section
(01:03:08) - Jim Lanzone, CEO of Yahoo, has a rich background in technology and media, including leadership roles at Tinder and CBS Interactive. In his discussion, he reflects on his journey as a "turnaround guy," detailing his experiences revitalizing companies like Ask Jeeves and CBS Interactive. He emphasizes the importance of starting with substantial traffic and improving products, teams, and focus areas to achieve successful turnarounds.
(01:36:39) - Tyler Cowen, an American economist and professor at George Mason University, is renowned for his work in cultural economics and his influential blog, Marginal Revolution. In the conversation, he discusses the appointment of Kevin Warsh as Federal Reserve Chair, expressing cautious optimism about Warsh's political acumen and potential independence from President Trump. Cowen also addresses the surge in precious metals, attributing it to investors' search for safe havens amid global uncertainty, and emphasizes the importance of the Federal Reserve's vigilance regarding AI's impact on the financial system and employment.
(02:04:08) - Jason M. Lemkin is a SaaS investor, founder, and operator best known for founding SaaStr, the largest global community for SaaS founders and executives. He previously founded EchoSign, which was acquired by Adobe, and now focuses on early- and growth-stage SaaS companies through SaaStr Fund while hosting SaaStr Annual, one of the industry’s flagship conferences.
(02:45:57) - Alex Roy, an American writer and rally race driver known for setting endurance driving records, discusses his team's recent achievement of completing the first Tesla Full Self-Driving (FSD) Cannonball Run across the United States with zero interventions. The journey, spanning 3,081 miles from Los Angeles to New York, took 58 hours and 22 minutes, with FSD handling all driving tasks, including navigation through adverse winter conditions. Roy highlights that human errors, such as navigational and charging mistakes, added time to the trip, emphasizing the impressive capabilities of Tesla's FSD system.
(02:59:34) - Bobby Fijan, co-founder of The American Housing Corporation, discusses the company's mission to build row homes for young families across the U.S. By vertically integrating manufacturing, contracting, and development, they aim to reduce on-site labor by 95% and offer fixed pricing nationwide. Fijan emphasizes the importance of providing affordable, family-friendly housing to retain families in urban areas.
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This is our full interview with Eric Seufert, analyst at Heracles Media, recorded live on TBPN.We discuss Apple’s AI and privacy tradeoffs, Meta’s AI-powered ad rebound, and how Google is monetizing Gemini at scale.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.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
This is our full interview with Bloomberg’s Managing Editor, Mark Gurman, recorded live on TBPN.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.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
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.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(02:23) - Apple Acquires Audio AI Startup Q.AI
(12:05) - Microsoft, Meta, and Tesla Earnings
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(36:27) - SpaceX & xAI Merger
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(54:23) - Google DeepMind's Project Genie
(01:06:51) - Chrome Debuts "Agentic Browsing"
(01:10:41) - TikTok Uninstalls Surge 150%
(01:15:21) - Anton Osika, co-founder and CEO of Lovable, an AI-powered platform enabling users to build applications through natural language prompts, discusses the company's rapid growth, including reaching 300 million annual recurring revenue (ARR) within two months. He highlights how Lovable empowers non-technical users to create and deploy software solutions, citing examples like a restaurant owner developing an AI phone-answering system and a pet owner generating AI-crafted dog portraits for sale. Osika emphasizes the platform's focus on simplicity and security, aiming to democratize software development and unlock human creativity.
(01:44:48) - Christian Garrett & Delian Asparouhov is a venture capitalist and co-founder of The Hill & Valley Forum, a bipartisan community bridging Silicon Valley and Washington, D.C., to address national security challenges through technology. In the transcript, he discusses the upcoming third annual Daytime Forum, emphasizing its focus on strengthening ties between the technology sector and government, expanding into industries like biotechnology, and increasing international participation to foster collaboration with U.S. allies. He also highlights the forum's evolution into a platform for developing and endorsing joint policies that align public and private sector incentives for national benefit.
(02:00:03) - Eric Seufert is a mobile growth strategist and analyst best known for his writing on advertising, user acquisition, and platform economics. He runs Mobile Dev Memo, a widely read industry blog, is the author of Freemium Economics, and previously led user acquisition at Rovio, where he worked on scaling mobile games in a post-IDFA world.
(02:36:46) - Kevin Weil, OpenAI's Chief Product Officer, discusses the transformative impact of AI on scientific research, highlighting how advanced models like GPT-5.2 are now capable of solving complex, open problems in mathematics and other scientific fields. He emphasizes the importance of integrating AI into scientists' daily workflows through tools like Prism, which enhance scientific writing and collaboration. Weil envisions a future where AI accelerates scientific discovery by automating routine tasks and enabling researchers to focus on more complex challenges.
(02:55:26) - Mehul Nariyawala, co-founder of Matic, discusses the company's recent $60 million funding led by Sutter Hill Ventures, the challenges and insights gained from various pricing models for their autonomous home robots, and the strategic focus on building consumer trust and data collection through their initial product to pave the way for future advancements in home robotics.
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.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(00:20) - Netflix & AI Slop
(18:10) - Saudi Liquidity Crunch
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(33:55) - Clawdbot Timeline Reactions
(01:02:13) - Mark Gurman is a technology journalist and Apple analyst best known for his reporting on Apple’s products, strategy, and internal decision-making. He is the author of Bloomberg’s Power On newsletter, where he consistently breaks news on iPhone, Mac, Vision Pro, and Apple’s executive and product roadmap—often months or years ahead of official announcements.
(01:55:41) - Miles Brundage, Executive Director of the AI Verification and Evaluation Research Institute (AVERI), discusses the critical need for independent auditing of AI systems to ensure their safety and security, drawing parallels to established practices in other industries. He outlines four key risk categories: unintended system behaviors, misuse of AI systems, emergent social phenomena, and traditional security issues, emphasizing the importance of rigorous third-party evaluations to address these challenges. Brundage also highlights AVERI's role as a nonprofit think tank dedicated to developing standards and fostering collaboration among stakeholders to build a robust AI auditing industry.
(02:12:19) - 𝕏 Timeline Reactions
(02:31:08) - Aidan Smith & Asher Spector, co-founders of Flapping Airplanes, an AI lab focused on data efficiency, discusses their goal of training human-level intelligent models without consuming vast amounts of data. They emphasize the importance of creating data-efficient AI systems to facilitate easier integration into the economy and to address challenges in data-constrained fields like robotics and scientific discovery. Smith also highlights the lab's commitment to foundational research before commercialization, aiming to solve significant problems in AI data efficiency.
(02:42:48) - Alex Dhillon, founder and CEO of Outtake, a cybersecurity startup, discusses the company's recent $40 million Series B funding led by ICONIQ, with participation from notable investors like Microsoft CEO Satya Nadella and Palo Alto Networks CEO Nikesh Arora. He highlights Outtake's mission to combat the surge in AI-driven impersonation and fraud by providing a unified platform that enables enterprises and government agencies to detect, investigate, and disrupt identity-based threats across digital channels. Dhillon emphasizes the importance of reducing the return on investment for digital criminals by swiftly removing fake content, thereby maintaining high digital trust for institutions.
(02:55:24) - Mitchell Angove, founder of Feanix, discusses how his company utilizes whole-genome sequencing and AI to help dairy farmers manage their cows more efficiently. By analyzing genetic and phenotypic data, Feanix's AI models predict a cow's life outcomes with about 90% accuracy, enabling farmers to make informed decisions on breeding and health management. Angove also mentions that Feanix has raised over $5 million in seed funding and is rapidly scaling, currently managing close to half a million cows.
(03:01:26) - Gabriel Stengel, CEO and co-founder of Rogo, a generative AI platform for finance professionals, discusses the company's recent $75 million Series C funding led by Sequoia Capital. He explains how Rogo enhances productivity for investment bankers by automating tasks like building PowerPoints and benchmarking comps, allowing them to focus on interpersonal aspects such as negotiation and client relationships. Stengel also highlights the evolution of Rogo's capabilities over the past two years, noting significant improvements in model quality and integration into various financial workflows, including back-office operations.
(03:12:26) - Sierra Peterson, co-founder of Voyager Ventures, an early-stage venture capital firm, discusses her extensive 21-year career in energy, including roles at the International Energy Agency and the Obama White House. She highlights Voyager's focus on investing in foundational technologies such as energy, transportation, materials production, and AI, emphasizing the firm's recent $275 million Fund II aimed at advancing these sectors. Peterson also addresses the rapid advancements in electrification and solar energy, underscoring their potential to drive global economic growth and resilience.
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