TBPN

(00:27) - Windsurf Chaos Aftermath Breakdown (15:17) - Dwarkesh Patel Article Breakdown (27:17) - NVIDIA Back in China After Trump Meeting (30:20) - Zak Kukoff, a recurring guest on the show, discusses the U.S. government's recent decision to allow Nvidia to resume exports of its H20 AI chips to China, following previous restrictions that had significantly impacted Nvidia's revenue. He highlights the strategic implications of this move, noting that while it represents a substantial economic win for Nvidia, it also raises national security concerns due to potential military applications of the technology. Kukoff further explores the broader context of U.S.-China trade relations, emphasizing the delicate balance between economic interests and security considerations in the evolving landscape of AI and semiconductor exports. (53:31) - History of Richard Mille (01:16:20) - David Protein Launches Boiled Cod Flavored Bar (01:28:31) - Brian Venturo, co-founder and Chief Strategy Officer of CoreWeave, discusses the company's evolution from a cryptocurrency mining operation to a leading provider of GPU-based cloud computing services tailored for AI and machine learning workloads. He highlights CoreWeave's commitment to delivering scalable, high-performance infrastructure that meets the growing demands of AI developers and enterprises. Venturo also emphasizes the company's focus on customer-centric solutions, enabling clients to efficiently scale their computing resources and accelerate innovation in their respective fields. (02:01:16) - Tyler Cowen is the Holbert L. Harris Chair of Economics at George Mason University, faculty director of the Mercatus Center, and co-author of the economics blog Marginal Revolution. In the conversation, Cowen discusses the rapid advancements in artificial intelligence, noting that current AI systems can perform intellectual tasks as well as expert humans, and emphasizes the importance of human adaptability in integrating these technologies into various sectors. (02:31:12) - Austin Hughes, co-founder and CEO of Unify, a go-to-market technology platform, discusses his journey from leading the growth product team at Ramp to founding Unify in early 2023. He highlights Unify's recent $40 million Series B funding and explains how their product streamlines sales processes by automating research and data collection, allowing sales teams to focus on engaging prospects. Hughes also addresses the evolving role of AI in sales, emphasizing the importance of human creativity and personalization in outreach strategies. (02:43:12) - Apple Buying $500M in Rare Earth Magnets (02:45:58) - Kris Fredrickson, a seasoned investor and co-founder of Curology, discusses his new $175 million investment fund, emphasizing a concentrated strategy with 8 to 10 core positions to ensure each investment significantly impacts his limited partners. He highlights the importance of aligning with founders' visions and providing substantial support, drawing from his extensive experience in various investment roles. Fredrickson also touches on the evolving venture capital landscape, noting the resurgence of mergers and acquisitions and the potential for multiple winners in expansive markets like AI. (02:59:16) - Dick Lucas, a software developer and entrepreneur, is running for California's 51st State Assembly District, encompassing areas like Santa Monica and West Hollywood. He emphasizes the need for competition in California's political landscape, expressing concerns over the state's one-party dominance and its impact on governance. Lucas identifies housing affordability as a primary issue, advocating for streamlined building processes to increase supply and reduce costs. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(00:36) - Windsurf's Wild Weekend (04:50) - Cognition to Acquire Windsurf (13:06) - Timeline Reactions to Windsurf Deal Collapse (26:43) - Windsurf Timeline of Events Breakdown (57:40) - Zuck's New AI Data Supercluster (01:10:53) - Space X Invests $2B into xAI (01:19:39) - Casey Neistat Joins ModRetro (01:21:10) - Timeline (01:30:01) - Jeff Huber, a seasoned technology executive and entrepreneur, has held pivotal roles such as Senior Vice President at Google, where he led the development of Google Ads, Apps, and Maps, and founding CEO of GRAIL, a company focused on early cancer detection. In the conversation, Huber discusses the transformative potential of artificial intelligence, emphasizing its capacity to enhance human capabilities and the importance of embracing change to stay ahead in a rapidly evolving technological landscape. (01:59:16) - Scott Wu, born in 1997, is the founder and CEO of Cognition AI, renowned for developing Devin, the world's first autonomous AI software engineer. In the conversation, he discusses the recent acquisition of Windsurf by Cognition, highlighting the complementary strengths of both teams and products, and expressing enthusiasm for the collaborative opportunities ahead. Jeff Wang is the interim CEO of Windsurf, an AI-powered code development startup. Previously serving as Head of Business, he stepped into the CEO role in July 2025 after Google hired Windsurf’s founders and R&D leads . Under his leadership, Windsurf continues operating independently, with Cognition acquiring its remaining product, tech, and team to integrate into its AI platform Devin. (02:12:07) - Carl Pei, a Chinese-born Swedish entrepreneur, co-founded OnePlus in 2013 and later founded Nothing in 2020. In the conversation, he discusses the stagnation in smartphone hardware innovation and envisions a future where AI-driven operating systems replace traditional apps, creating a more personalized and proactive user experience. Pei also critiques major tech companies for becoming overly corporate and losing their creative edge, emphasizing the need for genuine innovation in the industry. (02:41:43) - Garrett McCurrach, CEO of Pipedream Labs, is pioneering underground logistics to revolutionize last-mile delivery. He discusses the company's development of a subterranean network where autonomous robots transport goods through underground pipes to modular kiosks, enabling rapid and cost-effective deliveries. McCurrach also highlights the acquisition of a rapid fulfillment center in Austin to support this network, aiming to optimize delivery methods by integrating drones and autonomous vehicles for efficient, scalable logistics solutions. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:03) - Texas Floods Controversy (03:39) - Augustus Doricko (Rainmaker) (31:04) - Top Signals (01:05:09) - Grok Goes Out of Control (01:14:49) - Grok 4 Launch Breakdown (01:48:06) - Ben Thomson (Stratechery) (02:27:59) - Meta Doubles Down on Smart Glasses (02:35:21) - OpenAI to release Web Browser TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(01:48) - Market Top Signals Timeline Reaction (34:26) - Timeline (37:58) - Perplexity Browser Review (45:19) - Timeline (53:33) - How Shaun Maguire & Augustus Doricko Navigated Backlash (01:08:42) - California Ranch on Sale for $50M (01:29:17) - Volkswagen Electric Bus Flops (01:38:01) - Farbood Nivi, an entrepreneur and health enthusiast, discusses his journey through various biohacking experiments, including gene therapy and peptide use, and emphasizes the importance of establishing consistent health routines over daily self-negotiation. He shares his current regimen, which includes morning light exposure, hydration, and brief, regular exercise sessions, highlighting that a balanced approach yields better health outcomes than extreme focus on single activities. Additionally, Nivi introduces "Protocols," an app designed to facilitate health routines among friends, underscoring the significance of community support in achieving health goals. (01:59:29) - Sean Frank, CEO of The Ridge Wallet, has led the company to over $100 million in annual revenue by expanding its product line beyond minimalist wallets to include men's rings, backpacks, and other accessories. In the conversation, he discusses TikTok's strategic shift from e-commerce to focusing on advertising, the challenges of live shopping in the U.S., and the impact of AI on business operations, particularly in data analysis and creative processes. (02:34:01) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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) - Grok 4 Launch Breakdown (36:09) - Open AI to Release Web Browser (50:31) - Apple Plans to Release New Apple Vision Pro Model (58:48) - Chris Paik, General Partner at Pace Capital and former Partner at Thrive Capital, discusses the evolution of human-computer interaction, emphasizing the potential of technologies like eye tracking and gesture recognition. He explores the rise of VTubing and YouTube's impact on digital content, highlighting how virtual avatars are reshaping the creator landscape. Paik also introduces the "atomic value swap" framework for assessing market fit and business model alignment, stressing the importance of balanced value exchanges to ensure platform success. (01:33:50) - Will Bruey, co-founder and CEO of Varda Space Industries, discusses how microgravity enables the creation of pharmaceutical formulations not possible on Earth, as gravity affects crystal growth and particle size distribution. By manufacturing drugs in space, Varda aims to produce purer and more uniform medications, potentially improving patient outcomes. Bruey also outlines the company's plans to scale up production and establish reentry sites globally to meet the growing demand for space-manufactured pharmaceuticals. (01:53:02) - Joel Becker, a researcher at Meta, discusses a study evaluating the impact of AI assistance on experienced open-source developers working on large, long-standing projects. Contrary to expectations, the study found that developers who used AI tools were actually slowed down, rather than sped up. Becker emphasizes the need for further research to understand these findings and to assess the potential for AI systems to autonomously improve their own capabilities. (02:13:07) - Dylan Parker, Co-Founder and CEO of Moment, discusses his company's recent $36 million Series B funding led by Index Ventures, the evolution of fixed income trading from manual to electronic systems, and Moment's role in providing modern fixed income infrastructure for financial institutions, including a partnership with LPL Financial. (02:22:35) - Eric Olson, co-founder and CEO of Consensus, an AI-powered search engine for academic research, discusses how Consensus leverages large language models to provide researchers with faster, evidence-based answers from peer-reviewed journals. He highlights the platform's dedicated focus on academic content, enabling more intelligent searches and citation-forward interfaces tailored for researchers. Olson also addresses the challenges of accessing paywalled content and emphasizes the importance of open access to scientific literature. (02:33:27) - Ghita Houir Alami, co-founder of ZeroEntropy, holds two master's degrees in applied mathematics from École Polytechnique and UC Berkeley. She discusses her journey from computer vision to large language models, leading to the creation of ZeroEntropy, which focuses on enhancing retrieval systems for AI by building search tools for Retrieval-Augmented Generation (RAG) and agents. Alami emphasizes the importance of precise and efficient retrieval to prevent AI hallucinations and highlights the company's recent release of a reranker model to improve search accuracy. (02:42:53) - Elliot Hershberg is a biotech scientist, writer, and investor who has contributed to cancer vaccine design, developed computational tools for spatial genomics, and worked on genome browser software. He authors the "Century of Biology" newsletter and has served as Biotech Partner at Not Boring Capital, focusing on synthetic biology investments. In the conversation, Hershberg discusses the integration of artificial intelligence in biotechnology, highlighting its transformative impact on drug discovery and the development of innovative medicines. (02:52:22) - Karim Atiyeh, co-founder and CTO of Ramp, discusses the launch of Ramp's first AI agent designed to streamline corporate expense management by automating decisions between finance teams and other departments. This agent, knowledgeable about company expense policies and transaction details, reduces the need for manual approvals and enhances efficiency. Atiyeh also highlights the agent's ability to gather contextual information from various sources, such as calendars and emails, to make informed decisions, thereby minimizing delays and improving compliance. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(02:57) - Linda Yaccarino Steps Down as CEO of X (06:01) - Grok Spreads Antisemitic Rants on X (16:00) - Tariff Deadline Pushed to August (17:54) - F1's Red Bull Fires Christian Horner (26:54) - Cloudflare Locks Down AI Crawlers (30:07) - Timeline (57:51) - David Marcus, co-founder and CEO of Lightspark, has an extensive background in financial services and technology, including leadership roles at PayPal and Meta. He discusses his journey from founding companies in Europe to leading PayPal and Meta's messaging products, culminating in the creation of Lightspark to build modern payment infrastructure on Bitcoin. Marcus emphasizes the importance of an open, decentralized money network and introduces technologies like the Universal Money Address (UMA) and Spark, a new Bitcoin Layer 2 solution, to facilitate real-time, low-cost global transactions. (01:27:24) - Ben Thompson, founder of Stratechery, is a technology and media analyst known for his in-depth analysis of tech industry strategies and business models. In the conversation, he discusses his career trajectory, the evolution of his independent analysis platform, and the challenges faced by tech companies in adapting to new market dynamics. He also explores topics such as the impact of AI on the tech industry, the importance of maintaining independence in media analysis, and the strategic decisions of major tech companies. (02:07:17) - Scott Belsky is an entrepreneur, author, and investor, best known for founding Behance, an online platform for creative professionals, and serving as Adobe's Chief Strategy Officer and Executive Vice President of Design & Emerging Products. In the conversation, Belsky discusses the concept of AI safety layers, emphasizing how AI can act as a protective mechanism against scams and misinformation by detecting and alerting users to potential threats. He also explores the economic incentives behind AI development, suggesting that aligning these incentives with user safety can mitigate risks associated with AI technologies. (02:30:53) - Nathan Lambert is a machine learning researcher at the Allen Institute for AI, focusing on building and advocating for open language models. In the conversation, he discusses the competitive landscape between American and Chinese AI models, emphasizing the need for the U.S. to invest in open-source AI to maintain technological leadership. He also highlights the importance of transparency and accessibility in AI development to foster innovation and trust. (02:43:29) - Richard Socher, a prominent AI researcher and entrepreneur, is the founder and CEO of You.com, an AI-powered search engine, and managing partner at AIX Ventures. In the conversation, he discusses his journey from completing a Ph.D. at Stanford to founding MetaMind, which was acquired by Salesforce, where he served as Chief Scientist. He also explores the challenges of integrating AI into enterprise search, the current state of AI research, and the future of artificial general intelligence. (02:57:49) - Naeem Talukdar, co-founder and CEO of Moonvalley, leads a team combining AI researchers and filmmakers to develop advanced generative video models. He discusses the integration of AI into filmmaking, emphasizing the creation of tools that enhance, rather than replace, the creative process. Talukdar highlights the importance of ethical AI practices, noting that Moonvalley's models are trained exclusively on licensed data to ensure responsible use in the entertainment industry. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(02:49) - Meta Poaches Apple AI Exec (07:26) - Jane Street Update (11:11) - Shaun Maguire Under Fire (13:21) - Replit Teams Up with Microsoft (15:58) - TSA Drops Shoe Rule (18:18) - Unilever Uses AI For Viral Soap Ads (19:27) - Gemini Nano Ships (21:20) - Alex Roy, a renowned automotive journalist and former Cannonball Run record holder, discusses his transition from illegal cross-country racing to investing in autonomous vehicle technology. He highlights how his experience in planning and executing high-speed, long-distance drives provided valuable insights into mapping, radar detection, and vehicle autonomy, which he later applied as an executive at Argo AI, Ford and VW's self-driving car unit. Roy also reflects on the evolution of the Cannonball Run, noting the impact of technological advancements and the potential for autonomous vehicles to set future records. (46:06) - Ryan Petersen, CEO of Flexport, a leading logistics and supply chain management company, discusses the challenges posed by recent U.S. tariffs on global trade. He highlights the complexities businesses face due to rapidly changing tariff policies, making supply chain planning difficult. Petersen also notes that while some companies have shifted production to countries like Vietnam to avoid tariffs, these regions have also been affected, leading to further uncertainty. (01:13:59) - Jonathon Barkl, co-founder and CEO of AirGarage, discusses how his company partners with real estate owners to modernize parking facilities by implementing technology-driven solutions that enhance user experience and increase revenue. He highlights AirGarage's growth to over 300 locations across 38 states, emphasizing their ability to boost net operating income for property owners by 20 to 50% through services like payments, advertising, enforcement, and data analytics. Barkl also addresses the challenges posed by traditional parking systems and competitors, underscoring AirGarage's commitment to innovation and customer satisfaction. (01:30:03) - Timeline Reactions (01:39:16) - Jacob Glanville, PhD, is a computational immunoengineer and serial entrepreneur, known for founding Distributed Bio and Centivax, where he serves as CEO. In the conversation, he discusses Centivax's development of a universal flu vaccine aiming for 80-95% efficacy, supported by nearly $100 million in funding, and a universal antivenom derived from antibodies of Tim Friede, who self-immunized against multiple snake species. (01:51:53) - Craig Piggott, founder and CEO of Halter, discusses how his company is revolutionizing livestock management by replacing traditional fencing with solar-powered collars that guide cattle using sound and vibration cues, allowing farmers to control and monitor their herds remotely via a mobile app. This innovation addresses labor shortages in farming by automating tasks, enabling more precise operations, and freeing up time for farmers to focus on other essential activities. Piggott also highlights Halter's significant growth, with operations in New Zealand, Australia, and the U.S., managing hundreds of thousands of cows across over a thousand farms, and achieving a valuation of $1.65 billion following a recent $165 million Series D funding round. (02:00:19) - Jonathan Ross, CEO and founder of Groq, discusses the company's development of Language Processing Units (LPUs) designed to accelerate AI inference tasks with greater speed and efficiency compared to traditional GPUs. He highlights Groq's unique chip architecture, which eliminates external memory to reduce latency and energy consumption, and emphasizes the importance of software optimization in achieving competitive performance. Ross also shares insights into Groq's rapid deployment of data centers, strategic partnerships, and the company's vision to capture a significant share of the global AI inference market by deploying over a million processors. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(01:43) - Dwarkesh Updates AGI Timelines (05:05) - Rainmaker Accused of Role in Texas Floods (08:44) - Underground Robot Boxing in SF (14:14) - TikTok Reportedly Preps US-Only App (17:28) - Elon's 'America Party' (21:26) - Oracle Cuts Cloud Prices for Feds (22:45) - Meta Beats Authors' AI Suit (24:54) - Dwarkesh Patel, host of the Dwarkesh Podcast, is known for interviewing leading intellectuals on topics like artificial intelligence and economics. In this conversation, he discusses the challenges of integrating AI into workflows, emphasizing the limitations of current language models in learning from feedback and adapting over time. He also explores the potential economic impacts of AI advancements, highlighting the need for effective management of public expectations and policies to address the transformative effects on the job market. (58:04) - Augustus Doricko, CEO and founder of Rainmaker, discusses the recent Texas flooding, emphasizing that Rainmaker's cloud seeding operations were suspended prior to the event and did not contribute to the disaster. He expresses concern over proposed legislation by Marjorie Taylor Greene to ban weather modification, arguing that such measures are based on misinformation and could harm agricultural interests. Doricko advocates for transparent regulation and oversight of weather modification technologies to ensure their safe and beneficial use. (01:26:40) - Shishir Mehrotra & Rahul Vohra are the CEOs of Grammarly and Superhuman, respectively, and together they outline how Grammarly’s acquisition of Superhuman will reshape workplace email. The two leaders describe a future in which Grammarly’s AI agents are woven directly into Superhuman’s lightning-fast inbox, allowing professionals to compose, triage, and act on messages far more quickly while pulling context from calendars, docs, and other workflows. (01:56:00) - Ankur Nagpal, founder of Teachable and Carry, discusses his journey from selling his company and facing a significant tax bill to creating Carry, a platform that automates tax savings for business owners. He highlights the complexities of the U.S. tax code and emphasizes the importance of leveraging tax strategies to build wealth. Additionally, he explains recent legislative changes, such as adjustments to the Qualified Small Business Stock (QSBS) exemption and bonus depreciation, and their implications for entrepreneurs. (02:12:56) - Preston Holland, founder and president of Prestige Aircraft Finance, discusses the impact of bonus depreciation on private jet ownership, explaining how owners can expense the full cost of a jet in the first year if it's used predominantly for business purposes. He highlights the importance of understanding tax implications, such as depreciation recapture when selling an aircraft, and emphasizes the need for consulting tax professionals to navigate these complexities. Additionally, Holland notes that while bonus depreciation can stimulate aircraft purchases, current higher interest rates may temper market enthusiasm compared to previous periods of similar tax incentives. (02:32:14) - Matej "Matt" Cernosek is the CEO and co-founder of Adrenum, a company dedicated to securing the ocean through distributed sonar sensing systems for the maritime sector. In the conversation, he discusses his journey from studying at the Colorado School of Mines to founding Adrenum with Alex Chu, emphasizing the underappreciated nature of maritime intelligence and the need for advanced sensing technologies. He highlights the challenges of detecting modern threats like autonomous drug-smuggling submarines and the importance of integrating hardware and software to build scalable, intelligent sonar systems capable of distinguishing between man-made objects and biological entities in the ocean. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(00:03) - The Soham Parek Drama (05:39) - Soham Parek Interview (27:20) - Flo Crivello (Lindy) (38:13) - Emily Sundberg (Feed Me) (01:09:33) - Senate Passes Trump's Megabill (01:13:46) - Zak Kukoff (Lewis-Bruke Associates) (01:28:23) - Matthew Prince (Cloudflare) (02:00:03) - Meta Poaches OpenAI Engineers (02:39:51) - Will Brown (Prime Intellect) (03:10:05) - Sam Altman Slams Meta TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(04:05) - Soham Parekh, an Indian software engineer, has been accused by multiple U.S. startup founders of simultaneously working at several companies without disclosure, leading to his termination from firms like Playground AI and Antimetal. In a recent conversation, Parekh admitted to his actions, attributing them to financial difficulties and expressing regret for his decisions. He emphasized his commitment to focusing solely on his new role at Darwin, an AI-driven video platform, and discussed his plans to rebuild trust within the tech community. (35:31) - Top Stories (42:21) - Nat Friedman Confirms His Start at Meta (01:05:12) - Chris Miller, an economic historian and author of "Chip War," discusses the historical and ongoing global competition in semiconductor technology, emphasizing its critical role in military and economic power. He highlights China's extensive investments to reduce reliance on imported chips, particularly from Taiwan, and examines the strategic implications of U.S. export controls and the challenges in enforcing these regulations. Miller also explores the complexities of China's semiconductor industry, noting the mix of market-driven competition and state intervention, and the difficulties in replicating advanced chip manufacturing capabilities due to the intricate and capital-intensive nature of the industry. (01:38:12) - Aaron Ginn is a writer and entrepreneur known for his work on technology and innovation. In his recent article, he argues that robots will democratize luxury by making services once exclusive to the wealthy accessible to the general public, thereby enhancing the quality of life for average Americans. He emphasizes that, like past technological advancements, robots will follow a pattern of starting as luxuries for the rich before becoming widespread, ultimately benefiting society as a whole. (02:00:45) - Bridget Harris, an Associate at Founders Fund with a background in early-stage crypto investments from her time at Pantera Capital, discusses the decentralized nature of the crypto industry and the significance of stablecoins as a key development within it. She highlights the challenges posed by stablecoins to traditional banking systems, emphasizing their potential to disrupt financial institutions by offering safer, one-to-one backed alternatives to conventional bank deposits. Additionally, Harris touches on the complexities of tokenizing equities, noting that while it serves as a regulatory workaround for delivering U.S. equities to international investors, it may be less compelling for domestic markets where traditional systems are already effective. (02:13:40) - Pryce Yebesi, co-founder and CEO of Open Ledger, introduces his company, which provides an embedded accounting API enabling vertical SaaS platforms to integrate comprehensive accounting suites without building a general ledger from scratch. He discusses the challenges businesses face with fragmented financial data and how Open Ledger's APIs and components simplify embedding full accounting functionalities into products, enhancing efficiency and user experience. Yebesi also highlights the role of artificial intelligence in automating bookkeeping tasks, reducing the need for human intervention, and positioning Open Ledger as a transformative solution in the embedded fintech space. (02:21:47) - Jacob Rintamaki, a Stanford student and early supporter of AI art, discusses his collaboration with artist Ophira on creating artwork using large language models like ChatGPT. They have launched a platform, beautiful.aiart.com, to sell AI-generated art, achieving initial sales and planning to expand by adding more artists. Additionally, they mention a forthcoming documentary by Grimes and filmmaker Matt Zien, focusing on AI artists and their interactions with AI models. (02:31:41) - Auren Hoffman, an American entrepreneur and investor, is the CEO of SafeGraph and co-founder of LiveRamp. In the conversation, he critiques venture capitalists for not adhering to the ambitious advice they give to startups, highlighting their reluctance to take their own firms public, merge with others, or maintain single leadership structures. He contrasts this with private equity firms, which he views as more ambitious and proactive in scaling their businesses. (02:40:25) - Mehran Jalali, a tech entrepreneur and AI startup founder, discusses his recent project using lidar technology to uncover ancient Mayan civilizations hidden beneath dense rainforests in Belize and Mexico. By flying planes equipped with powerful lidar scanners, his team has identified previously unseen pyramids, buildings, and extensive road networks, revealing structures unseen for over a millennium. Jalali emphasizes the importance of integrating technology into archaeology, aiming to expand these efforts to scan larger areas and explore other regions like the Amazon and coastal areas to uncover submerged cities. (02:50:47) - Kushal Byatnal, co-founder and CEO of Extend, discusses his company's recent $17 million funding across seed and Series A rounds, which will accelerate their mission to transform unstructured documents into structured, validated data using AI-powered solutions. He highlights Extend's platform, built on large language models, that delivers over 95% accuracy in processing complex documents, including degraded scans and handwritten forms. Byatnal also emphasizes the platform's ability to handle various document types, such as PDFs and Excel files, and its application in industries like healthcare, finance, and supply chain, where accurate data extraction is critical. (03:07:30) - Avlok Kohli, CEO of AngelList and a serial entrepreneur, discusses the surge in venture capital activity during Q2, highlighting increased M&A and IPOs leading to significant returns for limited partners, which are being reinvested into emerging and micro VCs. He notes a 50% quarter-over-quarter increase in LP dollars flowing into these smaller funds, attributing this to a cycle of liquidity and renewed optimism in the venture ecosystem. Kohli also addresses misconceptions about the decline of emerging managers, emphasizing that real-time data from AngelList contradicts such narratives. (03:25:22) - Nico Christie, co-founder of Fundamental, introduces Shortcut, a superhuman Excel agent designed to enhance productivity by automating complex tasks within Excel. He highlights Shortcut's superior performance compared to existing tools like Gemini and Copilot, emphasizing its ability to generate code at runtime through a novel approach called Cogen. Christie also discusses plans to scale Shortcut's capacity to meet growing demand and shares insights into Fundamental's mission to develop digital humans with advanced cognitive capabilities. (03:32:54) - Flo Crivello, founder and CEO of Lindy, an AI assistant platform, discusses the challenges of maintaining trust within Silicon Valley's culture, emphasizing the importance of ethical behavior and the potential consequences of compromising on ethics. He reflects on the necessity of building a company culture centered on customer obsession and excellence to ensure long-term success. Crivello also highlights the significance of human-centric collaboration software in the evolving landscape of remote work. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://a...

(01:35) - Top Stories (38:42) - Crypto Bank Erebor Rises from SVB Ashes (46:12) - Microsoft Scales Back AI Chip Plans (54:11) - Sam Altman Slams Meta (57:40) - Deedy Das, a principal at Menlo Ventures, has a background in engineering and product leadership, including roles at Google and Facebook, and was a founding team member at Glean. In the conversation, he discusses his transition from engineering to venture capital, emphasizing the value of technical expertise in investing, and highlights his focus on early-stage investments in AI/ML, next-generation infrastructure, and enterprise software. (01:28:56) - Emily Sundberg is a New York-based writer and director, best known for her daily business newsletter, *Feed Me*, which has garnered a dedicated readership of around 60,000 subscribers. In the conversation, she discusses her journey from launching *Feed Me* during the COVID-19 pandemic to its current success, emphasizing the importance of authentic storytelling and community building in the digital age. She also highlights the evolving media landscape, noting how independent creators are reshaping traditional journalism by fostering direct engagement with their audiences. (02:01:28) - Mert Mumtaz, CEO of Helius Labs and a prominent advocate for Solana, discusses the emergence of tokenized private company shares on blockchain platforms, highlighting initiatives by Republic and Robinhood. He notes that Republic's offering involves mirrored assets with a $5,000 investment cap and a one-year lock-up period, while Robinhood plans to launch on Arbitrum before transitioning to its own optimized chain, emphasizing the importance of regulatory compliance and the potential for increased competition in the space. Mumtaz also addresses the challenges of integrating real-world assets on-chain, underscoring the need for clear regulatory frameworks and the ability to implement controls within decentralized finance to manage market risks effectively. (02:18:19) - Zak Kukoff, Chair of the Tech and Venture Practice at Lewis-Burke Associates, has a background in venture capital and entrepreneurship, including founding and selling an education technology company. In the conversation, he discusses his Jaeger-LeCoultre Reverso watch, a gift from his family for his 30th birthday, highlighting its significance during a period when he and his wife were in different time zones. He also provides insights into recent political developments in Washington, D.C., focusing on the challenges faced by Congress due to a major storm that disrupted travel, affecting members' ability to vote on critical legislation. (02:27:23) - John Kim, co-founder and CEO of Paraform, a recruiting platform, discusses the company's recent $20 million Series A funding led by Felicis, bringing their total funding to $25 million. He explains that Paraform connects companies with specialized recruiters to fill critical roles, emphasizing the increasing importance of recruiters in the evolving tech landscape. Kim also highlights the growing demand for forward-deployed engineers and the role of AI in enhancing, rather than replacing, human recruiters. (02:43:19) - Amit Jain, co-founder and CEO of Luma AI, discusses the development of multimodal models that integrate audio, video, language, and images to advance beyond current large language models. He highlights Luma's video generation models, which are being utilized by Hollywood, advertising agencies, and individual creators, serving tens of millions of users. Jain also addresses the transformative impact of AI on industries like Hollywood and advertising, emphasizing the need for adaptation to rapidly evolving AI technologies. (03:10:58) - Who Is Soham Parekh? Timeline in Turmoil! TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(02:32) - Apple Looks to Anthropic and OpenAI for Siri Upgrade (04:06) - Senate Passes Trump's Megabill (08:46) - Grammarly Acquires Superhuman (12:08) - Amazon on the Cusp of More Robots Than Humans in Factories (15:20) - Microsoft's AI Diagnoses Beat Doctors (19:31) - Apple Eyes Anthropic, OpenAI to Power New Siri (49:01) - Timeline Reactions (57:02) - Zak Kukoff, a Washington correspondent, discusses the Senate's recent removal of a proposed 10-year moratorium on state-level AI regulation from President Trump's comprehensive tax and spending bill. He highlights the bipartisan opposition to the moratorium, noting that Senator Marsha Blackburn of Tennessee led the amendment to eliminate it, emphasizing the need for states to protect their citizens in the absence of comprehensive federal legislation. Kukoff also touches on the broader implications of the bill, including potential Medicaid cuts and the political dynamics surrounding its passage. (01:12:41) - Shawn Wang, also known as Swyx, is a developer experience leader and angel investor who has led developer tooling at AWS, Two Sigma, and three devtool unicorns (Netlify, Temporal, Airbyte). He is the founder of Smol AI, which produces AI News, a widely read AI industry newsletter. In the conversation, he discusses Meta's aggressive recruitment of AI talent, the resilience of OpenAI despite key departures, and the evolving landscape of AI development, emphasizing the strategic shifts companies are making to stay competitive. (01:31:30) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the challenges publishers face as AI-generated summaries reduce traditional search traffic, threatening their business models. To address this, Cloudflare is developing tools to prevent unauthorized content scraping and aims to establish a system where AI companies compensate content creators fairly. Prince emphasizes the need for a balanced approach that rewards original content while fostering a sustainable digital ecosystem. (02:03:25) - Luca Netz, CEO of Pudgy Penguins, discusses the transformative potential of stablecoins in driving mainstream crypto adoption, emphasizing their role in enabling consumer-friendly applications beyond speculative investments. He highlights the importance of blockchain's censorship-resistant payment systems in reducing transaction costs and barriers, particularly for entrepreneurs facing challenges with traditional financial intermediaries. Netz also shares insights into leveraging community incentives to achieve significant retail success, exemplified by Pudgy Penguins' strategic product launches and partnerships with major retailers. (02:19:15) - Julia Steinberg, a recent Stanford graduate and writer for *Palladium* magazine, discusses the evolving job market for elite university graduates, highlighting a shift from traditional high-status roles to positions in venture capital and entrepreneurship. She observes that the proliferation of AI technologies is rendering certain careers obsolete, leading to a sense of economic nihilism among her peers. Steinberg also notes a paradox where students feel entitled to prestigious jobs yet are unwilling to pursue roles they perceive as less elite, contributing to underemployment and dissatisfaction. (02:33:12) - Joel Hron, Chief Technology Officer at Thomson Reuters, discusses the company's integration of artificial intelligence across its services, emphasizing the legal industry's rapid adoption of AI technologies. He highlights the use of Retrieval Augmented Generation (RAG) to ground large language models with reliable content, reducing errors and enhancing accuracy. Hron also underscores the importance of human expertise in developing AI solutions, ensuring they meet the high standards expected by professionals. (02:46:37) - Mackenzie Burnett, CEO and co-founder of Ambrook, a financial management software company for American family-run businesses, discusses the company's mission to enhance profitability and resilience in agriculture by providing comprehensive financial tools tailored for farmers and ranchers. She highlights the challenges faced by producers, such as managing complex financial records and accessing capital, and explains how Ambrook's platform addresses these issues by offering accounting, payments, banking, and card services designed for those who spend more time in the field than the office. Burnett also announces Ambrook's recent $26.1 million Series A funding led by Thrive Capital, emphasizing the company's commitment to supporting sustainable and resilient farming practices. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow 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

(01:28:55) - Will Brown discusses Meta's recent aggressive recruitment of top AI talent, including former OpenAI researchers, to bolster its AI capabilities. He highlights Meta's strategic investments, such as the $14.3 billion stake in Scale AI, and the formation of the 'Superintelligence' team led by Alexandr Wang, aiming to advance artificial general intelligence (AGI). Brown also touches on the competitive landscape, noting Meta's substantial financial incentives to attract leading AI researchers and the broader implications for the AI industry. (01:59:25) - Will O'Brien, co-founder of Ulysses Ecosystem Engineering, discusses his company's development of autonomous surface and underwater vehicles designed to perform critical ocean tasks, such as seagrass restoration, at a fraction of the traditional cost. He explains how these vehicles can autonomously plant seagrass seeds, significantly accelerating restoration efforts compared to manual methods. O'Brien also highlights the broader applications of their technology, including maritime security and infrastructure projects, emphasizing the need for affordable, scalable solutions to address various challenges in ocean operations. (02:21:13) - Kylie Robison is a senior correspondent at WIRED, covering the business of artificial intelligence; she previously reported for The Verge, Fortune, and Business Insider. In the conversation, she discusses her recent reporting on OpenAI's decision not to release a research paper defining AGI, allegedly due to concerns over its Microsoft partnership, and the tension surrounding Meta's recruitment of OpenAI researchers, including a memo from OpenAI executive Mark Chen accusing Meta of "robbing our home." (02:31:32) - Joshua Meier, a leader in AI-driven drug discovery, discusses Chai Discovery's new foundation model, Chi2, which significantly improves antibody sequence generation, achieving success rates of up to 20%, thereby reducing the need for extensive lab testing. He highlights the potential of Chi2 to expedite drug development and enable the creation of novel therapies, emphasizing the importance of agility in the rapidly evolving biotech landscape. Meier also envisions a future where AI models can design personalized medicines, though he acknowledges the challenges in predicting the pace of technological advancements. (02:40:09) - John Glasgow, CEO and Founder of Campfire, discusses his journey from experiencing the limitations of legacy ERP systems firsthand to founding Campfire, an AI-native ERP platform designed to modernize finance and accounting processes. He highlights the company's recent $35 million Series A funding led by Accel, emphasizing plans to enhance product development and expand market reach. Glasgow also elaborates on Campfire's innovative use of AI to automate tasks, improve financial insights, and streamline operations for businesses of various sizes. (02:51:37) - 02:55:35 Tom Lee, founder of Fundstrat and Chief Investment Officer of Fundstrat Capital, has been appointed Chairman of BitMine Immersion Technologies. In this role, he discusses BitMine's $250 million private placement aimed at adopting Ethereum (ETH) as its primary treasury reserve asset, highlighting the strategic importance of Ethereum's ecosystem, particularly in relation to the growth of stablecoins. Lee emphasizes that this move positions BitMine to leverage Ethereum's protocol-level activities, such as staking and decentralized finance mechanisms, to enhance the company's treasury operations. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnFollow 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

(00:03) - Tesla Robotaxi (08:55) - The Social Network 2 In Development (13:05) - Yacine (Former Software Engineer at X) (41:47) - Iran Launches Attack on US Base in Qatar (45:28) - Mike Gallagher (Palantir) (01:16:24) - Hims & Hers Stock Crash (01:26:55) - Crémieux (Writer) (01:43:51) - Potential Shell-BP Deal Shakes Markets (02:00:22) - FedEx Founder Dies at 80 (02:10:41) - Mr. Beast's AI Tool Drama (02:17:26) - DJ Seo (Neuralink Co-founder) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFin - https://fin.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

(04:10) - S&P 500 at Historic Highs (07:36) - Timeline (14:10) - Paris Hilton Buys Mark Wahlberg's Mega Mansion After Losing Malibu Home (17:15) - Mr. Beast Backs Down After AI Thumbnail Drama (26:45) - DJ Seo, a founding member and implant engineer at Neuralink, discusses the company's progress in developing brain-computer interfaces, highlighting that their technology has already positively impacted seven human participants. He outlines the next milestones, including scaling the technology to thousands, eventually millions, of users and expanding functionalities beyond movement to speech, vision, and inner thoughts. Additionally, he emphasizes Neuralink's ultimate goal of understanding and unlocking the mysteries of the human mind. (01:01:06) - Tejpaul Bhatia, CEO of Axiom Space, brings over 25 years of experience in startups and strategic leadership, including roles at Google and as a founder of three investor-backed startups. In the conversation, he discusses Axiom's plans to build the world's first commercial space station, the potential of orbital data centers, and the commercialization of microgravity research and manufacturing. He emphasizes the importance of reducing costs and increasing accessibility to space, drawing parallels to the evolution of cloud computing and its impact on startups. (01:28:02) - Tomasz Tunguz, founder and general partner of Theory Ventures, discusses his firm's focus on concentrated investments in early-stage AI and blockchain companies, emphasizing a thesis-driven approach to identify technological discontinuities that provide go-to-market advantages. He highlights the importance of building a venture firm that thrives in varying capital market environments by maintaining a small portfolio and dedicating significant resources to support each company through market fluctuations. Additionally, Tunguz explores the evolving landscape of AI, noting the shift from structured to unstructured data and the potential for AI to transform industries by automating tasks and enhancing productivity. (02:02:18) - Kendrick Nguyen, co-founder and CEO of Republic, a platform democratizing private investments, discusses the launch of a token providing performance benchmarked to SpaceX. This initiative aims to fractionalize assets, allowing everyday investors to gain exposure to companies like SpaceX without direct ownership. Nguyen emphasizes that this financial product is an obligation of Republic, ensuring investors receive comparable economic returns upon a liquidity event, while acknowledging potential controversies and the evolving legal framework surrounding such innovations. (02:15:24) - Kirsten Green, founder and managing partner of Forerunner Ventures, discusses the rapid evolution of consumer AI, emphasizing the importance of building products that resonate with users amidst the swift advancements in technology. She highlights the necessity for startups to carve out unique spaces that large companies may overlook, focusing on specialized areas requiring dedicated attention and expertise. Green also underscores the significance of being first to market, noting that early movers can establish strong positions by leveraging new technologies to create compelling consumer experiences. (02:42:35) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.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

(02:28) - The Social Network 2 Sneak Peak (06:27) - Meta Poaches OpenAI Researchers (29:28) - Murati's Plans to Take on OpenAI (31:18) - Pippa Lamb is a partner at Sweet Capital, an early-stage tech fund established by the founders of King.com following their $5.9 billion sale to Activision Blizzard in 2015. In the conversation, she discusses the recent increase in European defense spending, highlighting the UK's commitment to allocate up to 5% of its GDP to defense by 2035, and the potential opportunities this presents for both established defense companies and emerging startups in the sector. (01:00:34) - Timeline (01:10:07) - Dan Shipper, co-founder of Every, a writer-focused media company, discusses the public launch of Quora, an AI-powered email assistant designed to streamline email management by filtering messages, drafting responses, and providing concise summaries. Priced at $15 per month, Quora aims to reduce the time users spend on email by automating routine tasks and prioritizing important communications. Shipper emphasizes the challenges incumbents face in integrating AI into existing platforms and highlights the advantages startups have in leveraging new technologies to innovate user experiences. (01:23:45) - Eliano Younes, Palantir's Strategic Engagement Lead, discusses the successful relaunch of the company's merchandise store, emphasizing its commitment to American manufacturing and the overwhelming demand that led to rapid sellouts. He highlights the store's evolution, noting the shift to U.S.-made products and plans for unique, limited-edition items. Younes also mentions the significant traffic from international markets like South Korea and the store's role in strengthening the Palantir community. (01:32:19) - Mike Gallagher, Head of Defense at Palantir Technologies, discusses his transition from military service and Congress to the private sector, emphasizing his commitment to national security and preventing global conflicts. He highlights Palantir's partnership with The Nuclear Company to develop an AI-driven Nuclear Operating System (NOS) aimed at streamlining nuclear reactor construction, reducing costs, and enhancing energy security. Gallagher underscores the strategic importance of this collaboration in maintaining U.S. leadership in nuclear technology amid global competition.

(02:31) - Timeline (02:35) - Mamdani Timeline Reactions (41:43) - Shell in Talks to Aquire Rival BP (55:29) - David Senra is the creator and host of the "Founders" podcast, where he delves into the lives and careers of history's most influential entrepreneurs. Each week, he reads a biography of a notable founder and extracts lessons that listeners can apply to their own ventures. Senra's passion for reading and entrepreneurship has led him to consume over 300 books on the subject, which he discusses in his episodes. In addition to his podcast, Senra has been featured in various interviews and discussions, sharing insights on topics like the importance of storytelling in communication, the value of authenticity in podcasting, and the significance of learning from historical figures. He emphasizes the power of distilling complex concepts into clear ideas and believes in the importance of practice and repetition to enhance clarity of thought and speech. Senra's work has garnered attention for its depth and dedication to understanding the minds of successful entrepreneurs, making his podcast a valuable resource for those interested in business and leadership. (01:23:29) - Yancey Strickler, co-founder and former CEO of Kickstarter, began his career as a music journalist before pioneering the crowdfunding platform that has raised over $4 billion for creative projects. In the conversation, he reflects on Kickstarter's early days, highlighting musician Allison Weiss's 2009 campaign as a pivotal moment that shaped modern crowdfunding practices. Strickler also discusses the evolution of the internet and the creator economy, emphasizing the shift towards creators having greater control over production and distribution, and the challenges and opportunities this presents. (01:56:00) - Joe Weisenthal is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg's digital brands, co-anchors the television show "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses the recent political landscape in New York City, focusing on Zoran Mamdani's mayoral victory, the role of prediction markets in gauging political outcomes, and the potential impact of autonomous vehicles on urban planning. (02:27:53) - Alex Atallah, co-founder of OpenSea, now leads OpenRouter, a platform that optimizes language model usage by routing traffic to the best GPU hosts based on user preferences. In the conversation, he discusses OpenRouter's role as a control plane for language models, enabling users to access various models with optimal performance and uptime. He also highlights the challenges in the AI landscape, such as the fragmentation of model availability across different cloud providers, and emphasizes OpenRouter's efforts to streamline access to these models. (02:40:15) - Michael Moriarty, co-founder of Orca, an energy water company, discusses the challenges and successes of launching their product, emphasizing the innovative clear can packaging that differentiates them in the market. He highlights the difficulties faced in manufacturing the clear cans, which took two years and multiple factories to perfect, as well as the viral marketing strategies employed, such as a nine-minute launch video featuring Corbin Bleu listing road signs. Moriarty also touches on their rapid growth since launching on Amazon in March, the ongoing fundraising efforts, and plans for retail expansion in Southern California. (02:48:22) - Timeline (02:52:21) - NVIDIA Launches Cloud AI Playground (02:54:16) - Nikunj Kothari, a seasoned entrepreneur and investor, has spent over a decade building startups across various sectors, including logistics, networking hardware, and real estate. He recently joined FPV Ventures, a generalist venture capital fund co-founded by Wesley Chan and Pegah Ebrahimi, which closed a $525 million fund focusing on diverse industries from biotech to consumer fintech. In the conversation, Kothari discusses the shift of value to the application layer as large AI models stabilize, emphasizing the importance of unique data and efficiency in building impactful AI applications. (03:10:47) - Alex Kehr, CEO of Superlocal, discusses the development of Superlocal—a personalized map application that automatically logs users' locations to provide tailored recommendations—and its recent acquisition by Foursquare. He explains that Superlocal combines features reminiscent of Google Maps and Foursquare, offering automatic place mapping, check-ins, and persona building based on user preferences. Kehr expresses enthusiasm for the acquisition, noting that it allows Superlocal to continue its operations without the constant concern of financial instability. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.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

(04:30) - Anthropic Clears Legal Hurdle on AI Data (11:32) - All-In Launches Ultra Premium Tequila (30:45) - Timeline (45:17) - Hims & Hers Stock Drops Over 30% (56:09) - Ford is Scrambling For Rare-Earth Minerals (01:03:01) - Fedex Founder Fred Smith Dies at 80 (01:15:37) - Cremieux discusses the expanding applications of GLP-1 medications, highlighting their effectiveness in treating conditions beyond diabetes and weight loss, such as sleep apnea and certain cancers. He expresses concern over the misuse of these drugs, particularly among individuals without medical necessity, and notes the ease of obtaining them through unofficial channels. Additionally, he comments on the implications of the Hims and Novo Nordisk partnership dissolution, suggesting potential issues with drug distribution practices. (01:32:47) - Clément Delangue, CEO and co-founder of Hugging Face, an open-source AI platform, discusses the company's origins, including the choice of the "Hugging Face" emoji as its name, and its evolution from an AI chatbot to a leading platform with over 10 million AI builders. He highlights the importance of democratizing AI development to prevent the concentration of power among a few organizations, emphasizing the need for open-source collaboration to foster innovation and ethical practices. Delangue also addresses the challenges in AI, such as the scarcity of talent and resources, and advocates for a more decentralized approach to AI development to ensure broader accessibility and mitigate risks associated with monopolization. (02:04:02) - Emmett Shear, an American entrepreneur and investor, co-founded Justin.tv and its gaming-focused spin-off, Twitch, where he served as CEO until March 2023. In the conversation, Shear discusses his new AI startup, Softmax, which aims to discover principles of alignment and scale them for humanity, focusing on multi-agent reinforcement learning research to understand how agents interact and learn within complex systems. (02:36:52) - Brendan Foody, CEO of Mercor, discusses the company's rapid growth, noting collaborations with six of the "Mag Seven" tech giants and a 45% month-over-month growth over the past year. He highlights the increasing complexity in AI training, emphasizing the need for professionals like consultants, doctors, and lawyers to evaluate and teach models tasks beyond academic domains. Additionally, he addresses the challenges in AI's ability to perform basic tasks, such as booking flights, underscoring the importance of developing effective evaluation methods to measure and enhance model capabilities. (02:44:08) - Sam Schwager, co-founder and CEO of Super Dial, a voice AI company specializing in automating phone calls for healthcare, discusses the company's transition from Superbill to Super Dial, focusing on revenue cycle management (RCM) and the automation of outbound calls to health insurance companies. He announces the successful completion of a $15 million Series A funding round led by Signal Fire and elaborates on the company's strategic approach to integrating various technologies, including text-to-speech, speech-to-text, and large language models, to enhance their services. Additionally, he highlights the importance of perfecting workflow and integration, emphasizing the need for domain-specific context to ensure the effectiveness of their voice AI agents in handling repetitive transactions within the healthcare sector. (02:49:24) - Zach Lloyd, founder and CEO of Warp, discusses the launch of Warp 2.0, an AI-driven development environment that enables developers to prompt a terminal-like interface to run coding agents capable of tasks such as coding and debugging. He envisions a shift in software development workflows where engineers initiate tasks with prompts, allowing multiple agents to handle various development activities simultaneously, thereby enhancing productivity. Lloyd also emphasizes the importance of a competitive landscape among AI model providers to ensure better quality and pricing, expressing a preference for using the best available models, such as those from Anthropic, to deliver optimal user experiences. (02:58:44) - Dara Ladjevardian, co-founder and CEO of Delphi, discusses the company's recent $16 million Series A funding led by Sequoia, aimed at expanding their digital cloning platform that enables individuals to create interactive digital versions of themselves to scale their expertise. He highlights diverse applications, including coaches scaling client practices, authors making books interactive, and CEOs enhancing internal communication. Ladjevardian also addresses monetization strategies, noting that some users have generated multiple seven-figure revenues, and emphasizes the importance of trust and quality in representing users' data and likeness accurately. (03:16:12) - Amjad Masad, CEO and co-founder of Replit, discusses the company's journey from its inception as an open-source project in 2011 to achieving significant growth, including reaching $100 million in revenue. He highlights Replit's mission to make programming more accessible, emphasizing the role of AI in democratizing software development and enabling non-developers to build applications. Masad also addresses the competitive hiring landscape in the tech industry, noting Replit's unique approach to team culture and its focus on long-term commitment from employees. (03:33:56) - Angus Muffatti, an Australian aerospace engineer and co-founder of Agtuary, is dedicated to revolutionizing agricultural land use and risk analytics by integrating AI, remote sensing, and climate data. In the conversation, he discusses his passion for building robots over the past decade, highlighting his development of a small robot as a stepping stone toward larger welding robotics, and emphasizes the importance of high-quality kinematic solvers for improved AI-driven robotic systems. (03:42:05) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.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

(01:33) - Live From the backseat of a robotaxi w/ Farzad Mesbahi (07:58) - Timeline (10:53) - Telsa rolls out Robotaxis in Texas (16:30) - Iran launches attacks on U.S. base in Qatar (20:27) - OpenAI pulls promotional material around Jony Ive (32:03) - Timeline (56:38) - Sebastian Siemiatkowski, born in 1981 to Polish immigrants in Sweden, is the co-founder and CEO of Klarna, a leading fintech company known for its "buy now, pay later" services. In the conversation, he discusses his early entrepreneurial influences, including Richard Branson and Ingvar Kamprad, and his journey from working at Burger King to founding Klarna at age 23. He also highlights Klarna's growth to over 100 million users and $100 billion in annual payment volume, the company's strategic expansion into the U.S. market, and the impact of AI on white-collar jobs and business operations. (01:25:32) - Jon Chu, a Partner at Khosla Ventures with a background in machine learning and engineering leadership, discusses Meta's strategic moves in AI, emphasizing the company's commitment to securing top talent and its willingness to invest heavily to remain competitive. He highlights Meta's strengths as a fast follower and its readiness to take significant bets, noting that even a second-place position in the AI market could yield substantial returns. Chu also touches on Meta's potential to integrate AI across its product suite, from chat applications to ad optimization, underscoring the company's focus on leveraging AI to enhance user engagement and revenue. (01:51:25) - Tom Mueller, a founding member of SpaceX and the CEO of Impulse Space, discusses the future of humanoid robotics, expressing optimism that their capabilities will advance more rapidly than some predictions suggest. He highlights the potential impact of humanoid robots on manufacturing and space exploration, emphasizing their role in reducing costs and risks associated with human space travel. Mueller also shares his vision for Impulse Space, focusing on enhancing in-space transportation to facilitate access to higher orbits and support missions to the Moon, Mars, and beyond. (01:51:25) - Eric Romo is the President & Chief Operating Officer at Impulse Space, the in‑space transportation company founded by Tom Mueller. He began his career as one of the earliest propulsion engineering hires at SpaceX and later founded startups in the solar energy and virtual reality sectors. Romo also served as a Director at Facebook Reality Labs. He holds both a Master’s in Mechanical Engineering and an MBA from Stanford University. (02:08:58) - Derek Thompson is an American journalist and author, known for his work as a staff writer at *The Atlantic* and as the host of the podcast *Plain English*. He has authored several books, including the national bestseller *Hit Makers* and the #1 *New York Times* bestseller *Abundance*, co-authored with Ezra Klein. In the conversation, Thompson discusses his decision to leave *The Atlantic* after 17 years to pursue independent ventures, emphasizing his desire for new challenges and the freedom to explore diverse topics. He reflects on the success of his book *Abundance* and the strategic timing of his departure, noting that the book's reception provided a unique opportunity to engage with a broader audience. Thompson also shares insights into the book's promotional strategy, highlighting the effectiveness of television appearances in driving sales and the importance of creating engaging content that sparks public discourse. (02:43:19) - Alex Robinson, co-founder and CEO of Juniper Square, a leading investment management software company for private markets, discusses the company's recent $130 million Series D funding round and the launch of their AI product, Juni AI. He highlights Juniper Square's growth to approximately 2,500 customers managing around $1 trillion in assets, and addresses challenges faced during market downturns, including necessary layoffs and strategic pivots. Robinson also emphasizes the importance of integrating generative AI with deterministic tools to ensure accuracy in financial reporting, underscoring the company's commitment to innovation and efficiency in fund administration. (02:52:43) - Jesse Zhang, co-founder and CEO of Decagon, discusses his company's AI-powered customer service agents that handle tasks like booking hotel rooms and managing loyalty points, aiming to enhance efficiency and customer experience. He highlights the advantages of large language models (LLMs) in managing complex customer interactions, moving beyond traditional chatbots to provide nuanced, personalized support. Zhang also emphasizes the evolving role of human agents, who are transitioning to higher-level positions such as managing and overseeing AI agents, rather than handling routine tasks. (03:00:43) - Yacine Co9z5oe, founder of Dingboard and co-host of the "John and Jordy" podcast, discusses his recent experiences at X (formerly Twitter), where he addressed numerous bugs and observed the company's rapid advancements following its merger with XAI. He shares his plans to enhance Dingboard, a meme creation tool, and introduces the "Ding Bot," a 3D-printed robot designed to tackle everyday annoyances like dandelions on lawns. Additionally, Yacine reflects on his approach to online engagement, emphasizing his commitment to honesty and the balance between fun and stress in his prolific posting habits. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(00:00) - Intro (00:03) - Elon Musk's Starship Explodes (02:37) - Meta x Oakley (03:56) - OpenAI Wins Defense Contract (04:44) - Meta Puts Ads on WhatsApp (05:33) - Intern Tests Cluely (18:44) - Roy Lee (Cluely) (33:54) - Lakers Sold for $10 Billion (39:40) - Surge AI Beats Scale AI (51:24) - Spotify CEO Invests in Drones (55:41) - Katie Haun (Haun Ventures) (01:14:47) - Justine Moore (a16z) (01:39:44) - Nvidia Drops Humanoid Robots (01:45:09) - George Hotz (comma.ai) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV