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Diet TBPN delivers the best of today’s TBPN episode in under 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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
(00:11) - Eli Lilly Hits $1T Valuation
(11:24) - Adobe to Buy Semrush for $1.9B
(15:27) - Guide to the AI Barnyard
(44:13) - AMD Chief Challenges Nvidia Dominance
(57:13) - WSJ Mansion Section
(01:04:30) - Has AI Ruined the Em Dash?
(01:14:36) - 𝕏 Timeline Reactions
(01:52:42) - Julia Steinberg, General Manager of Books and editor at Arena Magazine, discusses the upcoming release of Arena's Issue 006, themed "An Ode to Capitalism," scheduled for December 1st. She reflects on the challenges of large-scale government infrastructure projects, expressing skepticism about their efficiency compared to private sector initiatives. Additionally, she shares her experiences living in San Francisco, highlighting issues like homelessness and public safety, and notes the city's efforts to improve conditions during major events.
(02:24:11) - Bobby Ghoshal, co-founder and CEO of Dupe.com, discusses how Dupe serves as a shopping companion that helps users find desired products or similar alternatives at better prices, emphasizing its role in providing confidence to shoppers. He highlights the challenges in building the product experience, noting the importance of partnerships with brands to access live inventory, pricing, and customer behavior data, which are crucial for accurate recommendations. Ghoshal also shares the company's growth, mentioning that Dupe has reached approximately 18 million shoppers and is approaching $100 million in gross merchandise value, with plans to expand into categories like fashion and perfumes.
TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
(00:15) - NVIDIA Earnings Reactions
(18:23) - Google Launches Nano Banana Pro
(22:56) - David Chang is an American chef, restaurateur, author, and TV personality, best known as the founder of the Momofuku restaurant group. He has received six James Beard Awards and was named one of Esquire's "most influential people of the 21st century." In his conversation, Chang discusses his culinary journey, the evolution of his restaurants, and his experiences in the food industry.
(55:52) - David Chang is an American chef, restaurateur, and media personality, best known as the founder of the Momofuku restaurant group and host of "The Dave Chang Show" podcast. In the conversation, he discusses his diverse culinary ventures, including restaurants ranging from quick service to fine dining, and his expansion into consumer packaged goods like sauces and noodles. He also highlights the evolution of his podcast, noting its upcoming move to Netflix as part of a broader partnership to bring video podcasts to the streaming platform.
(01:34:54) - Loredana Crisan is the Chief Design Officer at Figma, having joined the company in August 2025 after nearly a decade at Meta, where she led teams for Messenger, Instagram Direct Messaging, and consumer AI products. In her recent conversation, Crisan discusses the transformative impact of AI on product development, emphasizing Figma's role in creating a creative environment that bridges various disciplines to bring ideas to fruition. She highlights the importance of AI as a tool that empowers designers without constraining them, enabling precise control and fostering inspiration throughout the creative process.
(01:49:25) - Nano Banana Pro Reactions
(01:56:57) - 𝕏 Timeline Reactions
(02:23:19) - Tarek Alaruri, CEO and Co-founder of Stuut, an AI-driven accounts receivable automation platform, discusses the company's recent $29.5 million Series A funding led by Andreessen Horowitz. He explains how Stuut's AI technology streamlines the collection of overdue invoices, enabling large companies to implement the system within three days and recover 40% of overdue payments in the first six months. Alaruri emphasizes the platform's user-friendly design, allowing finance teams to efficiently manage receivables and focus on other priorities.
(02:31:42) - Tony Zhao, co-founder and CEO of Sunday Robotics, discusses his transition from academia to entrepreneurship, emphasizing the limitations of traditional research in advancing robotics and the need for real-world applications. He highlights the development of Memo, a household robot trained on data collected from over 500 homes using the company's patented Skill Capture Glove, enabling it to perform complex tasks like dishwashing and laundry. Zhao also addresses the importance of safety in design, opting for a wheeled base to ensure stability and prevent accidents in home environments.
(02:44:04) - Nikita Rudin, CEO and co-founder of Flexion Robotics, discusses his company's mission to develop an intelligence layer for various robots, including humanoids and mobile manipulators. He highlights the use of large language models for common-sense understanding and reinforcement learning in simulations to train robots for tasks like object manipulation. Rudin also announces that Flexion has raised $50 million in funding and plans to establish a U.S. headquarters in the Bay Area.
(02:53:03) - 𝕏 Timeline Reactions
TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
(01:04) - iMessages in Gemini 3
(10:52) - 𝕏 Timeline Reactions to Gemini 3
(28:29) - 𝕏 Timeline Reactions
(01:05:11) - CloudFlare Outage
(01:16:16) - Byrne Hobart on the Upsides of Bubbles
(01:30:12) - Byrne Hobart is an investor, consultant, and writer, best known for his newsletter "The Diff," which explores inflection points in finance and technology. He is also a partner at Anomaly, a frontier tech investment firm, and co-authored "Boom: Bubbles and the End of Stagnation," published by Stripe Press in November 2024. In the conversation, Hobart discusses the role of financial bubbles in driving innovation, arguing that while often viewed negatively, bubbles can coordinate market participants to overbuild infrastructure, thereby laying the groundwork for future technological advancements.
(02:06:34) - Glenn Hutchins, co-founder of Silver Lake Partners and chairman of North Island Ventures, discusses his career trajectory, highlighting his roles at Thomas H. Lee Partners, the Clinton administration, Blackstone Group, and the founding of Silver Lake in 1999. He emphasizes the evolution of private equity, noting key financial innovations like the capital asset pricing model and Black-Scholes option pricing, which enabled the valuation and financing of technology companies. Hutchins also addresses the rapid growth and capital demands of AI infrastructure, comparing it to historical technological shifts, and underscores the importance of strategic investment and adaptability in the face of evolving market dynamics.
(02:35:17) - Yogi Goel, founder of Maxima, an enterprise accounting platform, discusses their recent $41 million funding round and how their AI-driven system integrates with existing ERPs to automate financial processes and detect anomalies, aiming to reduce errors and inefficiencies in accounting.
(02:40:40) - Sam Jones, CEO and co-founder of Method Security, announced the company's $26 million combined seed and Series A funding from Andreessen Horowitz and General Catalyst. He discussed the increasing use of AI in cyberattacks, emphasizing the need for autonomous systems to enhance cyber resilience. Jones highlighted Method Security's dual-use approach, serving both government and commercial sectors, and shared his background in cyber operations with the U.S. Air Force and experience at Palantir.
(02:47:50) - Ali Madani, founder and CEO of Profluent Bio, discusses his background in machine learning and biology, highlighting his PhD from UC Berkeley and his leadership in developing language models for biology at Salesforce. He explains Profluent's mission to make biology programmable by using AI to design bespoke medicines, moving away from traditional random discovery methods. Madani also shares the company's progress, including the development of OpenCRISPR-1, an AI-generated gene-editing protein, and mentions securing $106 million in funding from notable investors like Jeff Bezos.
(02:56:08) - Amit Jain, CEO and Co-Founder of Luma AI, announced that the company has raised a $900 million Series C funding round led by Saudi Arabia's state-backed AI firm HUMAIN, valuing Luma AI at over $4 billion. Additionally, Luma AI and HUMAIN are collaborating to build a 2-gigawatt compute cluster in Saudi Arabia, named Project Halo, to train multimodal artificial general intelligence (AGI) models. Jain emphasized the necessity of integrating text, audio, video, and images to develop AI systems capable of understanding and simulating the physical world, highlighting the importance of multimodal models in advancing AI capabilities.
TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
(00:34) - Gemini 3 Launch
(30:54) - Mike Knoop, co-founder and Head of AI at Zapier, discussed the significant advancements of Google's Gemini 3 model, highlighting its achievement of doubling the state-of-the-art performance on the ARC v2 benchmark. He noted that, despite this progress, the model still exhibits unexpected errors on simpler tasks, suggesting areas for further research. Knoop emphasized the need for new ideas to address these challenges and expressed optimism about the potential for mass automation enabled by AI reasoning systems.
(59:11) - Jonathan Neman, co-founder and CEO of Sweetgreen, discusses the journey of starting the company in 2007 with two friends during their senior year at Georgetown University, aiming to create a healthy fast-food alternative. He highlights the challenges of scaling the business, including decisions against franchising to maintain quality, and the integration of automation like the "infinite kitchen" to enhance efficiency. Neman also addresses adapting to consumer trends, such as eliminating seed oils from their menu, and emphasizes the importance of strategic real estate choices and responding to evolving customer preferences.
(01:32:38) - Ashlee Vance is an American journalist and author, renowned for his 2015 biography of Elon Musk and his work as a feature writer for Bloomberg Businessweek. In the conversation, Vance discusses his recent travels across the U.S. to film episodes on hard tech innovations, including visits to Tennessee, Detroit, New England, and Texas. He delves into topics such as humanoid robotics, the dominance of Chinese manufacturers in actuator production, and the challenges facing the U.S. robotics industry. Vance also shares insights on under-hyped hard tech companies, the progress of autonomous vehicles, and the potential resurgence of airships for cargo transport.
(02:01:15) - 𝕏 Timeline Reactions
(02:09:34) - OpenAI Adds Fidji Simo
(02:19:06) - Saudi Arabia to Invest $1T in the U.S.
(02:21:46) - Valar Atomics Splits Atom
(02:27:58) - Jeremy Epling, Chief Product Officer at Vanta, discusses the company's recent VantaCon conference in San Francisco, highlighting the launch of their Agentic Trust Platform aimed at transforming enterprise trust management. He emphasizes the integration of AI to automate security and compliance tasks, addressing challenges like AI trustworthiness and the evolving threat landscape. Epling also outlines Vanta's approach to proactive risk management through AI-driven insights and partnerships with other security firms to enhance their platform's capabilities.
(02:41:28) - Keone Hon, co-founder and CEO of Monad Labs, discusses his transition from leading high-frequency trading teams at Jump Trading to developing Monad, a high-performance blockchain designed for High Fidelity Finance. He highlights Monad's compatibility with Ethereum, enabling developers to leverage existing code and tools while benefiting from significantly higher transaction throughput. Hon also emphasizes the importance of broad token distribution and community engagement, drawing parallels to Dogecoin's widespread adoption, and notes that Monad has raised approximately $120 million, with the token sale open until Saturday at 9 pm Eastern.
(02:51:12) - Stephen Balaban, co-founder and CEO of Lambda Labs, leads the company in providing advanced GPU infrastructure for AI developers and researchers. In the conversation, he discusses Lambda's recent $1.5 billion equity funding round, emphasizing the company's conservative capital structure and focus on building a robust, long-term business resilient to market fluctuations. Balaban also highlights Lambda's strategic investments in GPU infrastructure and data centers, aiming to vertically integrate operations to accelerate the deployment of AI infrastructure.
(03:10:15) - 𝕏 Timeline Reactions
TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
(01:02) - The GPT4o Debate
(15:24) - Bezos's AI Startup
(26:27) - Yann LeCun's Says LLM's are a Dead End
(33:00) - 𝕏 Timeline Reactions
(01:13:48) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $300 million funding round led by Lightspeed Venture Partners, elevating the company's valuation to $32 billion. He highlighted Ramp's exceptional growth, noting that the company is doubling its revenue at a scale exceeding $1 billion annually, outpacing the median publicly traded software company by tenfold in gross profit growth. Glyman also emphasized the transformative impact of AI on Ramp's services, enabling automated expense management and accounting, thereby enhancing business efficiency and profitability.
(01:33:32) - Stacy Rasgon, a Managing Director and Senior Analyst at Bernstein Research, specializes in U.S. semiconductors and semiconductor capital equipment. In the conversation, he discusses the robust demand in the AI sector, noting that companies are rapidly deploying GPUs to meet computing needs, contrasting this with the underutilized infrastructure of past tech bubbles. He emphasizes that the current AI growth is driven by genuine demand and strategic investments, suggesting a sustained period of expansion rather than a speculative bubble.
(02:01:45) - 𝕏 Timeline Reactions
(02:17:32) - Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian technology company specializing in mobile applications, discusses the company's strategy of acquiring digital businesses with untapped potential and transforming them through extensive software redevelopment, infrastructure re-architecture, and feature enhancements. He highlights the recent acquisition of AOL, emphasizing plans to modernize its products using AI to improve content recommendations and user experience. Ferrari also elaborates on Bending Spoons' approach to maintaining the autonomy of its business units to preserve brand value and operational agility.
(02:46:55) - Healey Cypher, CEO and co-founder of BoomPop, an AI-powered group travel company, discusses his background growing up in Saudi Arabia and Nebraska, and his career in building and selling companies. He highlights the significant role of group travel in corporate settings, noting that 60% of corporate travel involves group events like offsites and SKOs, and emphasizes the growing demand for in-person gatherings in the AI era. Cypher explains how BoomPop's AI agent streamlines the planning process by analyzing data points to suggest tailored event options, negotiate with vendors, and manage logistics, aiming to become the default way the world gets together.
(02:55:32) - John Tenet, co-founder and CEO of CHAOS Industries, discusses the company's focus on developing advanced radar systems to address modern battlefield challenges, emphasizing the need for agile, multi-product solutions to counter evolving threats. He highlights the limitations of legacy radar systems, such as their size and lengthy manufacturing times, and introduces CHAOS Industries' innovative approach to creating more adaptable and rapidly deployable technologies. Tenet also mentions the company's recent $510 million funding round led by Valor Equity Partners, which will support further product development and manufacturing expansion.
(03:04:57) - Reed Duchscher, founder and CEO of Night Media, is a prominent talent manager known for representing top digital creators like MrBeast and Kai Cenat. In the conversation, he discusses the evolving landscape of content creation, emphasizing the ease of becoming a creator today due to improved discoverability, and highlights YouTube's superior monetization opportunities compared to platforms like TikTok and Twitch. Duchscher also touches on the challenges creators face with platform algorithms and the importance of diversifying income streams beyond traditional ad revenue.
(03:41:30) - 𝕏 Timeline Reactions
TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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
(02:07) - Blue Origin Lands New Glenn Rocket
(15:58) - Valve Unveils Steam Machine Console
(25:38) - 𝕏 Timeline Reactions
(30:17) - Cantor Group Posts Record Year
(50:24) - Will Manidis: "In The Flow"
(01:02:47) - 𝕏 Timeline Reactions
(01:25:49) - 2WAI Reactions
(01:31:07) - Everett Randle is a venture capitalist and writer best known for his sharp essays on startup strategy, founder psychology, and the dynamics of elite tech ecosystems. He previously worked at Founders Fund and is widely read for articulating the unwritten rules and cultural patterns of Silicon Valley.
(02:31:56) - Adam Faze, CEO of Gymnasium, a digital television studio producing short-form unscripted series for platforms like TikTok and Instagram, discusses his journey from traditional Hollywood to founding Gymnasium, emphasizing the shift towards digital content consumption. He highlights the success of shows like "Keep the Meter Running," which became a viral hit in New York City, illustrating the potential of high-quality, short-form content on social media platforms. Faze also touches on the evolving media landscape, noting that platforms like TikTok have become the new television, and discusses the role of artificial intelligence in empowering individual creators to produce blockbuster-level content independently.
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(00:20) - AI Boom Hits Speed Bump
(11:56) - Will Blue Owl Capital Fly Higher?
(26:08) - AI Boom Hits Speed Bump
(34:35) - 𝕏 Timeline Reactions
(59:12) - Spencer Peterson, a general partner at Coatue Ventures, leads their growth fund focusing on late-stage, transformative technology companies. In the conversation, he discusses Coatue's investment in Cursor, an AI-assisted software development service developed by Anysphere, highlighting its rapid growth to a $9.9 billion valuation and $500 million in annual recurring revenue. Peterson emphasizes Cursor's unique culture, exceptional team, and the broader potential of AI in software development, noting the significant opportunities in the expanding market.
(01:25:50) - Tyler and Cameron Winklevoss, co-founders of Gemini and Winklevoss Capital, discuss the launch of Cypherpunk Technologies, a rebranded public company focused on privacy and self-sovereignty. They highlight the company's recent $50 million investment in Zcash (ZEC), purchasing 203,775.27 ZEC at an average price of $245 per token, and their long-term commitment to holding these assets. The twins emphasize their belief in Zcash as a means to move value privately and their strategy to avoid fast capital by being the largest investors in the company.
(01:29:49) - Max Hodak, a biomedical engineer and entrepreneur, is the founder and CEO of Science Corporation, a neurotechnology company developing brain-computer interfaces and retinal prostheses. In the conversation, he discusses his journey from co-founding Neuralink to establishing Science Corp, focusing on their development of the Science Eye—a visual prosthesis aimed at restoring vision for individuals with conditions like retinitis pigmentosa and age-related macular degeneration. He also elaborates on the company's innovative approach to brain-machine interfaces, emphasizing non-invasive technologies that avoid the need for in-skull implants.
(02:02:27) - Andrew Dudum, founder and CEO of Hims & Hers Health, discusses the company's evolution into a leading telehealth platform offering a wide range of services, including cardiovascular risk assessments, weight loss treatments, and mental health support. He highlights the company's commitment to providing accessible, high-quality care through digital means, treating millions of patients daily. Dudum also emphasizes the importance of preventive healthcare and the role of personalized diagnostics in improving patient outcomes.
(02:21:08) - Melisa Tokmak, founder and CEO of Netic, an AI company based in San Francisco, discusses how Netic's AI revenue engine assists essential service industries—such as HVAC, plumbing, and electrical services—in managing fluctuating demand by deploying AI agents to handle customer interactions efficiently. She highlights the challenges these industries face, including labor shortages and seasonal demand variations, and explains how Netic's technology enables businesses to predict needs, convert one-time interactions into recurring relationships, and maintain high service levels during peak times. Tokmak also shares that Netic recently secured a $20 million Series B funding round led by Founders Fund, emphasizing the company's strong fundamentals and commitment to building a business with solid margins and efficient scaling.
(02:35:37) - Jeffrey Katzenberg, Founding Partner at WnderCo, discusses Alembic's recent $145 million funding round and its innovative approach to causal AI, which helps Fortune 500 companies understand the direct impact of their marketing and sales efforts. He highlights a case study with Delta Airlines, where Alembic's technology identified that the most profitable content during the Olympics was not traditional ads but the Delta medal presentation ceremonies, leading to increased ticket sales to Paris. Katzenberg also emphasizes the importance of ingesting vast amounts of data to provide actionable insights, enabling businesses to make informed decisions and optimize their strategies effectively.
(02:58:11) - 𝕏 Timeline Reactions
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(00:43) - Rage Baiting is for Losers
(27:45) - Everett Randle’s 5x Controversy
(38:07) - Rage Baiting is for Losers
(42:08) - Dwarkesh Patel’s Satya Interview
(01:00:04) - 𝕏 Timeline Reactions
(01:01:56) - Jordan Nanos, a Member of Technical Staff at SemiAnalysis, discusses the depreciation practices of hyperscalers like Meta, Azure, Oracle, and Google, noting their extension of IT asset lifecycles from three to five years up to six years, which Michael Burry argues artificially boosts earnings. He highlights that Nvidia's two-to-three-year product cycles could pressure companies to upgrade hardware more frequently, potentially leading to increased capital expenditures. Nanos also emphasizes the importance of considering the operational lifespan and performance of GPUs, suggesting that while hardware may be used longer, rapid technological advancements might necessitate earlier replacements to maintain competitive performance.
(01:32:07) - Brian Halligan, co-founder and former CEO of HubSpot, now serves as a senior advisor at Sequoia Capital, where he coaches startup founders. In the conversation, he discusses his role at Sequoia, coaching CEOs building AI-driven companies, and his new podcast launching tomorrow, which explores modern CEO practices. He also reflects on the evolving CEO playbook, highlighting unique leadership styles of figures like Jensen Huang and Elon Musk, and notes the emergence of 'five-tool' CEOs proficient in vision, coding, design, recruitment, and sales.
(01:59:16) - Dr. Fei-Fei Li, a renowned computer scientist and co-founder of World Labs, discusses her company's vision to advance artificial intelligence by enhancing spatial intelligence, enabling AI systems to understand and interact with the three-dimensional physical world. She highlights the development of Marble, World Labs' first commercial product, which generates 3D virtual environments from text, images, or video inputs, aiming to empower creators in fields like gaming, visual effects, and virtual reality. Dr. Li emphasizes the importance of human creativity, stating that AI should augment rather than replace human creators, and envisions a future where AI's spatial intelligence leads to breakthroughs in various industries, including robotics and medicine.
(02:29:48) - Scott Sanders, Chief Growth Officer at Forterra, discusses the company's recent $238 million Series C funding and their focus on developing autonomous vehicle technology for defense applications. He highlights Forterra's efforts to equip military vehicles with self-driving capabilities, communication nodes, and advanced weaponry to enhance battlefield effectiveness and reduce human risk. Sanders also emphasizes the importance of open architecture and partnerships with other defense technology firms to deliver comprehensive solutions to warfighters.
(02:38:53) - Jeremy Allaire, CEO and founder of Circle, is a prominent technologist and entrepreneur known for co-creating the web development tool ColdFusion and founding Allaire Corporation. In the transcript, he discusses Circle's impressive Q3 earnings, highlighting a 108% year-over-year growth in USDC and a 600% increase in on-chain activity, reaching $9.6 trillion. He also introduces ARK, a new layer one blockchain network, and mentions collaborations with major companies like Visa and MasterCard, as well as AI firms, to develop agentic payment standards.
(02:50:05) - Vladimir Novakovski, a Harvard graduate at 18 and former Citadel trader, is the founder and CEO of Lighter, an Ethereum-based decentralized exchange. In the conversation, he discusses Lighter's mission to provide low-cost, low-latency, secure, verifiable, and composable trading solutions, emphasizing the importance of transparency and trustlessness in decentralized finance. He also reflects on his journey from finance to AI and then to DeFi, highlighting the need for decentralized exchanges to offer superior product-market fit to attract users from centralized platforms.
(03:01:59) - Andrew D'Souza, co-founder and CEO of Boardy, discusses how their AI-driven platform connects founders with investors to facilitate business growth. Since its recent launch, Boardy has attracted 5,000 founders seeking to raise $16 billion and 600 investors managing approximately $1 trillion in capital. D'Souza emphasizes the platform's role in creating high-quality, meaningful connections that unlock economic opportunities for both parties.
(03:11:24) - Parag Agrawal, former CEO of Twitter, has founded Parallel Web Systems, an AI startup that has secured $30 million in funding from investors like Khosla Ventures and Index Ventures. In the transcript, Agrawal discusses the company's recent $100 million Series A funding round, highlighting the growing demand for AI agents capable of conducting real-time web research across various industries, including sales, finance, healthcare, and scientific research. He emphasizes Parallel's commitment to providing high-quality, authoritative data for AI applications, aiming to outperform existing models like OpenAI's GPT-5 in delivering accurate and reliable information.
(03:18:16) - 𝕏 Timeline Reactions
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(04:18) - AGI in 2035
(21:28) - SoftBank’s OpenAI Windfall
(27:42) - Buffett Goes Quiet
(40:08) - 𝕏 Timeline Reactions
(01:25:49) - Casey Handmer is a physicist-engineer and entrepreneur who earned a PhD in theoretical physics from California Institute of Technology (Caltech) and worked at Jet Propulsion Laboratory before founding Terraform Industries to build large-scale systems that convert sunlight and air into synthetic hydrocarbons.
(02:08:05) - 𝕏 Timeline Reactions
(02:10:21) - Growing Daniel, a tech industry commentator, discusses the importance of moral discernment in technology development, emphasizing that creators should strive to build products beneficial to society. He critiques the trend of funding ventures like gambling apps, arguing that such investments prioritize profit over societal well-being. Daniel also highlights the need for self-reflection among tech leaders, urging them to consider the ethical implications of their innovations.
(02:32:11) - JD Ross, co-founder of Opendoor and WithCoverage, discusses his transition from real estate to the insurance industry, emphasizing the importance of aligning business incentives with customer needs. He highlights the value of offering return policies in home buying to build trust and ensure product quality, and shares insights on integrating AI into business operations to enhance efficiency and customer experience.
(02:46:58) - Scott Shapiro, a former product leader at Facebook and Google, joined Coinbase in 2019 to lead the core consumer app product team, aiming to make cryptocurrency more accessible. In the conversation, he discusses Coinbase's launch of a new platform for individual investors to purchase digital tokens before they are listed on its exchange, with Monad being the first to sell its digital coin on this platform. He emphasizes the platform's focus on retail investors, the improved regulatory environment, and the commitment to quality over quantity in token offerings.
(02:55:18) - Laurence Allen, CEO of Terranova and a recent UC Berkeley graduate, discusses his company's innovative approach to combating land subsidence and flooding by using terraforming robots to inject wood chip slurry underground, effectively raising land levels. This method offers a cost-effective solution for areas like San Rafael, California, which face significant flood risks due to subsidence. Allen also highlights Terranova's recent $7 million seed funding led by Congruent Ventures, aiming to expand their projects in flood prevention and wetland restoration.
(03:09:39) - 𝕏 Timeline Reactions
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
(00:49) - Silicon Valley vs The Vatican
(39:37) - Reacting to Bryan Johnson’s Trip
(44:46) - 𝕏 Timeline Reactions
(01:00:10) - Soren Monroe-Anderson, CEO and co-founder of Neros Technologies, a U.S.-based defense tech company specializing in unmanned aerial systems, announced a $75 million Series B funding led by Sequoia Capital. He discussed Neros' focus on producing low-cost, high-impact FPV drones for military applications, emphasizing the importance of a China-free supply chain and domestic manufacturing. Monroe-Anderson highlighted the critical role of FPV drones in modern warfare, particularly in Ukraine, and Neros' commitment to scaling production to meet growing demand.
(01:34:43) - Jeff Miller, Vice President of Marketing at Anduril Industries, has a rich background in advertising and marketing, including roles at Ogilvy, PepsiCo, and Snap Inc. In the conversation, he discusses his journey to Anduril, emphasizing the company's mission-driven culture and innovative marketing strategies, such as the "Don't Work at Anduril" campaign designed to attract like-minded talent. Miller also highlights Anduril's approach to brand storytelling, focusing on clarity and authenticity to resonate with both potential employees and the broader public.
(02:06:59) - 𝕏 Timeline Reactions
(02:17:25) - Kaz Nejatian, the newly appointed CEO of Opendoor Technologies, brings a wealth of experience from his previous roles as COO and VP of Product at Shopify, and product leadership positions at Meta. In his recent conversation, Nejatian emphasized his commitment to leveraging artificial intelligence to simplify and expedite the home buying and selling process, aiming to make it more certain for consumers. He also highlighted the importance of operational efficiency and product innovation in achieving these goals.
(02:43:55) - Paul Needham, CEO of The Infatuation, discusses the company's recent "Best New Restaurants" campaign, highlighting top dining spots across the U.S. and London, and shares insights into current dining trends, including the impact of economic factors on the restaurant industry and the rise of non-alcoholic beverages.
(02:55:33) - Jordan Nanos, a member of the technical staff at SemiAnalysis, discusses the latest findings from ClusterMAX 2.0, an evaluation of GPU cloud providers. He highlights the emergence of new companies like CoreWeave, Navia, Slamda, FluidStack, and Crusoe, which are gaining market share from traditional providers such as AWS, Azure, GCP, and Oracle. Nanos emphasizes that not all GPUs are deployed equally, and the choice of provider significantly impacts AI transactions, underscoring the importance of selecting the right GPU provider for critical AI workloads.
(03:14:45) - Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent $130 million Series A funding round, which will enable them to activate their nuclear reactor prototype built during their earlier $19 million seed round. He emphasizes the importance of reducing energy costs by mass-producing standardized reactors, aiming to make energy ten times cheaper than current rates. Taylor also highlights the technical challenges ahead, focusing on the need for rapid iteration and testing to successfully deploy their reactors and meet the growing demand for affordable energy.
(03:28:09) - Hayden Adams, founder and CEO of Uniswap Labs, discusses the activation of protocol fees on the Uniswap platform, a move aimed at generating revenue for the Uniswap DAO. He emphasizes the importance of decentralization and transparent financial infrastructure, highlighting Uniswap's role in pioneering decentralized finance. Adams also addresses regulatory challenges faced by crypto companies in the U.S., expressing hope for clearer regulations that recognize the unique nature of decentralized protocols.
(03:41:37) - Grant Lee, co-founder and CEO of Gamma, an AI-powered content creation platform, discusses the company's recent $68 million Series B funding led by Andreessen Horowitz, valuing Gamma at $2.1 billion. He highlights Gamma's profitability over the past two years, achieving $100 million in annual recurring revenue with a lean team of 50 employees. Lee attributes their success to early development of innovative editing tools and seamless integration of AI, enabling users to create presentations efficiently, and emphasizes the platform's organic virality and plans to expand through API partnerships.
(03:50:00) - 𝕏 Timeline Reactions
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