Avsnitt
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Today's show was recorded live on location at Y Combinator Demo Day and is made up of short interviews with a variety of batch founders and investors in attendance. Back to regular programming tomorrow!
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(00:45) - Garry Tan, CEO of Y Combinator(16:34) - Kaizen(22:17) - StarSling(28:28) - Jazzberry(35:07) - Cotool(41:29) - Clado(48:50) - Outset(01:00:11) - Operative(01:10:02) - Matteo Franceschetti, Founder & CEO of Eight Sleep(01:17:52) - throxy(01:24:56) - Morphik(01:30:41) - Clidey(01:34:29) - Cua(01:43:26) - Delian Asparouhov, Co-Founder of Varda(01:53:37) - Dave Munichiello, Managing Partner at GV(02:07:41) - Andrew Lee, Partner at a16z(02:20:13) - Chonkie(02:24:30) - Godela(02:29:55) - Den(02:35:57) - Eloquent AI(02:40:18) - YouLearn(02:46:49) - Blaxel(02:50:55) - Waffle(02:55:21) - VibeGrade(03:01:54) - Avallon AI(03:04:07) - text.ai(03:10:25) - ValueMate(03:14:04) - Bloom(03:19:26) - MorphoAI(03:24:06) - Prism AI(03:26:36) - Clarm(03:28:30) - Cactus(03:30:27) - Lumari(03:32:15) - Third Chair(03:34:19) - QFEX(03:36:01) - Minerva(03:37:26) - Sim Studio -
(02:52) - WWDC Recap(15:17) - Apple's Retreat to its Core Competency(22:45) - Apple's iOS 26 Draws Mixed Reviews(52:58) - Meta to Pay Nearly $15B For Scale AI Stake(01:00:17) - Sai Senthilkumar, a Partner at Redpoint Ventures, focuses on growth-stage investments in enterprise software and AI, and leads the firm's InfraRed initiative, which introduced the first publicly traded index of cloud infrastructure businesses. In the conversation, he discusses the rapid advancements in AI, particularly in developer tools, highlighting companies like Cursor and Anthropic that are transforming software development through AI-powered coding solutions. He also addresses the evolving competitive dynamics between established infrastructure providers and emerging startups, emphasizing the significant opportunities for innovation in the AI-driven infrastructure market.(01:36:58) - CNBC's Disrupter 50 List Reactions(01:44:55) - Karri Saarinen, co-founder and CEO of Linear, a project management software company, discusses the company's recent $82 million Series C funding round led by Accel, valuing Linear at $1.25 billion. He highlights the company's efficient growth, noting a 280% profit increase over the past year and a customer base exceeding 15,000, including prominent AI firms like OpenAI. Saarinen emphasizes Linear's focus on streamlined solutions tailored to software development workflows, contrasting with competitors' more customizable but often overwhelming platforms.(02:01:27) - Scott Belsky, an entrepreneur and author, co-founded Behance, a leading online platform for creative professionals, and served as Adobe's Chief Product Officer and Chief Strategy Officer. In the conversation, Belsky discusses the evolving role of AI in creativity, emphasizing the importance of human elements like taste and storytelling to infuse soul into AI-generated content. He also explores the concept of collective memory within enterprises, highlighting how AI's growing contextual understanding can enhance collaboration and knowledge retention.(02:32:49) - Roy Bahat, head of Bloomberg Beta, discusses the firm's recent $75 million fundraise, emphasizing their continued focus on early-stage investments in startups that are shaping the future of work. He highlights the firm's commitment to transparency, noting that their operating manual and deal documents are publicly accessible to help founders understand their processes. Bahat also touches on the firm's relationship with Bloomberg L.P., clarifying that while Bloomberg is the sole investor, Bloomberg Beta operates independently without strategic investment directives.(02:47:24) - Alex Israel, co-founder and CEO of Metropolis Technologies, discusses the company's innovative approach to revolutionizing the parking industry through artificial intelligence and strategic acquisitions. Facing initial resistance from property developers, Metropolis shifted its strategy to a "growth buyout" model, acquiring traditional parking operators to integrate AI-driven, seamless payment systems. This approach has positioned Metropolis as the largest parking operator in North America, with plans to expand its technology to other sectors like gas stations and retail, while also preparing for the future impact of autonomous vehicles on urban infrastructure.(02:59:24) - Andrew Huberman is a neuroscientist and Stanford professor known for his work on brain function, behavior, and wellness, and he hosts the Huberman Lab podcast, where he translates scientific insights into practical health advice. Huberman addresses concerns about proposed NIH funding cuts of 40%, emphasizing the critical role of both basic and applied research, and discusses strategies for rebuilding public trust in science after the COVID-19 pandemic. He advocates restructuring research funding to prioritize impactful, collaborative, and discovery-driven science, highlighting how significant breakthroughs such as GLP-1 treatments and brain-machine interfaces arise from fundamental research.
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Saknas det avsnitt?
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(02:46) - Intern iPhone Assembly(04:46) - Timeline(14:05) - Apple Under Pressure for AI Progress(25:47) - Meta in Talks to Scale AI Investments(32:58) - Timeline(43:24) - Casey Handmer, a physicist and engineer with a PhD from Caltech, has worked at NASA's Jet Propulsion Laboratory and Hyperloop Technologies, and is the founder of Terraform Industries. He discusses the urgency of establishing a U.S. presence on the Moon to counter China's accelerated lunar ambitions, emphasizing the Moon's symbolic significance for freedom and the potential geopolitical risks if China establishes dominance there. Handmer also critiques NASA's bureaucratic challenges, advocates for reforms to expedite lunar exploration, and highlights the need for energy sovereignty through domestic solar panel production to maintain technological and economic leadership.(01:02:16) - Patrick McGee, a seasoned business journalist and former Financial Times correspondent, authored "Apple in China," a comprehensive examination of Apple's deep entanglement with China's manufacturing sector. In the conversation, McGee delves into how Apple's strategic investments and collaborations with Chinese manufacturers have not only propelled the company's growth but also significantly bolstered China's technological capabilities, leading to the rise of formidable competitors like Huawei. He highlights the challenges Apple faces in diversifying its supply chain, emphasizing the complexities of replicating China's unique manufacturing ecosystem elsewhere, and discusses the potential risks associated with Apple's heavy reliance on Chinese production amid escalating geopolitical tensions.(01:34:57) - Aaron Slodov, CEO and co-founder of Atomic Industries, is leading efforts to modernize U.S. manufacturing through AI-driven processes. He discusses the success of the inaugural Reindustrialize Summit, which convened diverse stakeholders to revitalize the industrial base, and highlights the formation of the New American Industrial Alliance to advocate for advanced manufacturing policies. Slodov emphasizes the need for a cultural shift and technological innovation to reshore manufacturing, aiming to make American industry globally competitive.(01:44:57) - Gaurab Chakrabarti, co-founder and CEO of Solugen, holds an MD and PhD in Cancer Biology and Enzymology from the University of Texas. In the conversation, he discusses Solugen's mission to decentralize chemical production by developing small-scale, modular plants that produce hydrogen peroxide and other chemicals closer to end-users, reducing transportation risks and costs. He also highlights the company's innovative approach to sustainable chemical manufacturing, aiming to reduce reliance on fossil fuels and minimize environmental impact.(01:59:12) - Sean Liu, a Partner at Founders Fund, previously served as CFO of Solugen, where he led finance, strategy, and operations, supporting the company's scale-up from pilot to its first commercial facility. In the conversation, he discusses his transition from Solugen to Founders Fund, emphasizing the importance of understanding technical risks and the necessity of a commercial mindset in hard tech investments. He also highlights the challenges of scaling hard tech companies, including managing capital intensity and navigating supply chain bottlenecks(02:20:59) - Garth Sheldon-Coulson, co-founder and CEO of Panthalassa, discusses the development of self-propelled ocean-based systems designed to harness renewable energy for computing and synthetic fuel production. He highlights the scalability and sustainability of these platforms, emphasizing their potential to rapidly expand energy capacity beyond traditional terrestrial infrastructure. Sheldon-Coulson also details the manufacturing process, noting the simplicity and efficiency of producing these steel-shell systems, which can be mass-produced to meet the growing energy demands of AI and other applications(02:39:57) - Lukas Czinger, co-founder and president of Czinger Vehicles and Divergent Technologies, discusses the development of a fully autonomous, 3D-printed structure, highlighting Divergent's integration of airframes to enhance speed, efficiency, and cost-effectiveness. He elaborates on Divergent's Adaptive Production System (DAPS), which combines AI-driven design, additive manufacturing, and robotic assembly to produce complex structures for industries like automotive, aerospace, and defense, serving clients such as Ferrari, McLaren, Bugatti, Lockheed Martin, and Raytheon. Czinger emphasizes the system's ability to rapidly design and manufacture product-agnostic structures, enabling flexible, high-volume production without hardware changes, and notes that advancements in additive manufacturing have made it more cost-effective than traditional methods, allowing for the production of thousands of units annually.(02:53:39) - Christian Keil, Vice President of External Relations at Astranis, a company specializing in low-cost satellites for high orbits, discusses the company's recent achievements, including the launch of four satellites and the development of five more in their factory. He highlights new government contracts, notably a resilient GPS mission aimed at enhancing the robustness of GPS systems against potential threats. Additionally, Keil shares insights into Astranis's innovative approach to showcasing their manufacturing processes through authentic, in-house produced content, moving away from traditional promotional materials.(03:03:44) - Vlad Matsiiako, co-founder and CEO of Infisical, an open-source secrets management platform, discusses the company's journey from launching as an open-source project on Reddit to securing a $60 million Series A funding round. He highlights the critical role of secrets management in preventing security breaches, noting that over 50% of such incidents stem from mishandled credentials. Matsiiako also emphasizes the importance of integrating with various infrastructure tools and the balance between offering free developer features under the MIT license and monetizing enterprise functionalities.(03:16:24) - Intern iPhone Assembly(03:19:40) - Timeline(03:38:23) - Alex Heath, reporting live from the Steve Jobs Theater during WWDC, discusses the absence of a new Siri announcement, suggesting that this indicates no significant Siri updates for at least a year. He notes that Apple's stock declined as the event began, reflecting investor disappointment over unmet AI expectations. He also highlights concerns about Apple's AI strategy, particularly in China, where regulatory issues have blocked the rollout of Apple Intelligence, potentially impacting Apple's position in that market.
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(00:00) - Intro and Overview (02:57) - Ukraine’s drone attack on Russia(03:21) - Soren Monroe-Anderson (Neros)(09:02) - Connor Love (Lightspeed Ventures)(13:45) - Erik Prince (Off Leash)(15:20) - Elon Musk Vs. Donald Trump(21:44) - Delian Asparouhov (Varda)(32:48) - Cluely Update from dropout Roy Lee(46:52) - Kian Sadeghi (Nucleus)(01:00:12) - AI Day on TBPN(01:00:14) - Mark Chen (OpenAI)(01:28:49) - Sholto Douglas (Anthropic)
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(05:24) - Elon-Trump Crashout Recap(27:59) - Timeline(43:34) - Patrick Blumenthal. Patrick discusses his experiences at New York City Tech Week, highlighting the diverse range of industry events and sponsorships. He provides insights into Ukraine's recent military operations, emphasizing the strategic impact of targeting Russian airfields to degrade their nuclear triad and the challenges posed by Russia's porous borders. Blumenthal also shares his perspective on the evolving landscape of drone warfare, noting the rapid advancements and the complexities involved in counter-drone technologies.(01:00:05) - Jeremy Allaire, CEO and founder of Circle, has a background in building internet software platforms and infrastructure. He discusses his journey from founding Circle in 2013 with the vision of creating a protocol for digital dollars on the internet, to the company's recent successful IPO, which he views as a significant milestone for mainstream adoption of digital currency. Allaire emphasizes the importance of trust, transparency, and compliance in Circle's operations, highlighting the company's role as a market-neutral infrastructure platform that enables other institutions to build upon its technology.(01:20:35) - Anastasios Angelopoulos, a Ph.D. candidate at UC Berkeley, discusses Lumarina, an open platform for evaluating AI models through human preferences. Users can input prompts to compare responses from leading LLMs like Google's Gemini, OpenAI's ChatGPT, and Anthropic's Claude, voting on preferred outputs to generate leaderboards across various tasks. Angelopoulos highlights Lumarina's recent $100 million funding round, emphasizing its role in guiding AI development by capturing diverse human opinions.(01:32:49) - Dylan Patel, Chief Analyst at SemiAnalysis, is known for his sharp analysis of AI chips, compute infrastructure, and global supply chains. He explores the technical and political forces shaping AI—from OpenAI’s scaling bottlenecks and China’s industrial edge to the risks of centralization and the potential of decentralized, open-source alternatives.(02:32:23) - Dana Settle, co-founder and managing partner at Greycroft, discusses her extensive experience in venture capital since 1998, highlighting early investments in networking equipment and semiconductors. She emphasizes Greycroft's focus on AI infrastructure and applications, as well as their sustainability fund in partnership with companies like Coca-Cola, addressing the intersection of AI and energy consumption. Settle also shares insights into the evolving IPO landscape, citing the recent public offering of Mountain, a company Greycroft invested in back in 2011, and discusses the impact of celebrity partnerships, such as Ryan Reynolds' involvement with Mountain, on business growth.(02:48:28) - Kat Cole, CEO of AG1, has a rich background in the consumer industry, having previously served as President and COO at Focus Brands, overseeing brands like Cinnabon and Jamba. In the conversation, she discusses her journey from starting as a hostess at Hooters to leading global brands, emphasizing the importance of customer experience and operational excellence. Cole also highlights AG1's strategic growth, including expanding manufacturing to the U.S., investing in clinical trials, and entering retail partnerships like Costco, while maintaining a focus on product quality and customer trust.(03:15:33) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the recent reversal of the 1973 ban on supersonic flight over land, highlighting that technological advancements now allow for supersonic travel without disruptive sonic booms reaching the ground. He explains that Boom's XB-1 demonstrator achieved supersonic flight without generating audible booms, paving the way for their Overture airliner to operate over land. Scholl also shares plans to build the first full-scale pre-production prototype of Overture next year, aiming to revolutionize air travel with faster, more efficient flights.(03:29:45) - Timeline
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(02:28:34) - Skip to Elon Musk vs. Donald Trump Reactions(17:15) - Shaun Maguire. Shaun is a partner at Sequoia Capital and discusses the resilience and innovation at X and XAI, highlighting the successful integration of Grok into X despite initial skepticism about the platform's stability. He compares the evolution of foundation models to operating systems, predicting a diverse ecosystem with both proprietary and open-source models, where open-source models may have broader deployment but less value capture. Maguire emphasizes the importance of early market capture and anticipates significant moats for foundation model companies due to hardware investments and application layer advantages. He also notes the rapid revenue scaling of companies like Starlink, surpassing previous benchmarks set by AWS, and underscores the necessity of a diversified energy strategy, advocating for increased natural gas, oil, solar, and nuclear energy to meet future demands.(31:55) - Jack Whitaker. Jack is an AI expert and entrepreneur with a PhD from Cambridge University, specializing in generative AI, large language models, and multimodal systems. In the conversation, he discusses the current landscape of AI development, highlighting OpenAI's dominance in both product distribution and research, and noting Anthropic's strong position among developers. He also touches on the challenges of model naming conventions, the role of data in AI advancements, and the varying strategies of companies like Google, X.ai, and Meta in the evolving AI ecosystem.(50:58) - Aarush Selvan. Aarush is a Product Manager at Google, leads the Gemini Deep Research project, which enables Gemini to act as a personal research assistant. In the conversation, he discusses the development of Deep Research, highlighting its ability to generate comprehensive reports by leveraging long context windows and reasoning models, and emphasizes the importance of balancing efficiency with the depth of information provided to users.(01:04:45) - Oliver Cameron. Oliver is the co-founder and CEO of Odyssey. He discusses his transition from leading self-driving car initiatives to pioneering AI-driven storytelling. He introduces Odyssey's latest innovation, "interactive video," an AI-generated medium that allows real-time interaction without traditional game engines, envisioning it as a new form of entertainment. Cameron highlights the potential of this technology to revolutionize content creation by enabling models to generate film and game-like experiences instantly, reducing production costs and time.(01:19:18) - Michael Mignano. Michael is a Partner at Lightspeed Venture Partners and co-founder of Anchor, and discusses the evolving dynamics between AI foundation labs and application layer startups, highlighting the shift from a symbiotic relationship to direct competition. He emphasizes the growing importance of unique data contexts, noting that models are increasingly seeking novel information, which prompts labs to compete directly with startups possessing such data. Mignano also suggests that this trend may drive startups back to established incumbents like Google and Amazon, as they might be perceived as more reliable partners in the AI ecosystem.(01:31:44) - Mark Chen. Mark is OpenAI's Chief Research Officer. He discusses the evolving landscape of AI research, emphasizing the shift from large-scale pre-training to enhanced reasoning capabilities. He highlights the importance of reinforcement learning (RL) in developing autonomous agents and the challenges of scaling RL effectively. Chen also addresses the significance of interpretability in AI systems, advocating for models that transparently convey their reasoning processes to ensure reliability and user trust.(02:00:59) - Sholto Douglas. Sholto is a researcher at Anthropic. He discusses the challenges and advancements in scaling reinforcement learning (RL) within artificial intelligence. He highlights the significant gains achieved by increasing compute resources in RL, noting that a tenfold increase still yields linear improvements. Douglas also addresses the complexities of reward hacking, emphasizing the need for careful guidance to align AI behaviors with human values.(02:28:34) - Breaking News: Elon Musk vs. Donald Trump(02:35:00) - Delian Asparouhov. Delian is the co-founder and president of Varda Space Industries and a partner at Founders Fund. He discusses the recent policy shifts in NASA's budget, particularly the reallocation of funds to the Space Launch System (SLS) program, which had been advocated for cancellation by figures like Jared Isaacman and Elon Musk. He highlights the immediate consequences of this decision, including SpaceX's announcement to decommission its Dragon spacecraft, leading to a lack of vehicles capable of servicing the International Space Station. Asparouhov also reflects on the unprecedented nature of the current dynamics between influential private sector leaders and the U.S. government, noting the escalating tensions and their potential impact on the future of space exploration.
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(03:02) - Deel-Rippling Drama(09:58) - Microsoft Bets on Agents to Fuel AI Growth(30:43) - Snowflake Buying Crunchy Data for $250M(45:57) - Augustus Doricko. Augustus is the founder and CEO of Rainmaker, a California-based startup using drones and advanced modeling to modernize cloud seeding and address water scarcity in the American West. A former UC Berkeley physics student and Thiel Fellow, he previously co-founded Terra Seco, a company that automates groundwater compliance. Doricko integrates his Christian faith with a mission to "terraform" arid regions, aiming to revitalize agriculture and infrastructure through scalable weather modification.(01:00:46) - Brad Porter. Brad is the founder and CEO of Collaborative Robotics (Cobot), a startup building AI-powered collaborative robots designed to work safely and intuitively alongside humans in sectors like logistics, healthcare, and manufacturing. Before founding Cobot in 2022, Porter served as VP and Distinguished Engineer at Amazon Robotics, where he led the deployment of over 500,000 robots across global fulfillment centers. Cobot's first robot, Proxie, launched in late 2024 and is already in use by companies like Maersk, Mayo Clinic, and Moderna.(01:18:04) - Kian Sadeghi. Kian is the founder and CEO of Nucleus Genomics, a consumer health platform offering whole-genome sequencing and polygenic risk scores for over 800 conditions, aiming to make personalized medicine accessible to all. Motivated by a cousin's sudden death from a suspected genetic disorder, he left the University of Pennsylvania in 2020 to start Nucleus from his bedroom, later securing $32 million in funding from investors like Founders Fund and Seven Seven Six. In 2025, Nucleus launched a service analyzing embryos for disease and longevity risk, sparking ethical debates about the future of reproductive genetics.(01:32:03) - Kathleen McMahon. Kathleen is the Head of Life Sciences at Palantir Technologies, where she leads product strategy, customer operations, and business development for the pharmaceutical and biotech sectors. Under her leadership, Palantir's Foundry platform has been instrumental in supporting organizations such as the National Institutes of Health and the UK's National Health Service in areas including clinical research, vaccine distribution, and biomanufacturing. McMahon has also co-founded a stealth startup focused on AI and platform technologies.(01:48:06) - Chungin “Roy” Lee. Roy is the co-founder and CEO of Cluely, a San Francisco-based startup that offers an AI tool designed to assist users during tasks like job interviews, exams, and sales calls. Originally developed as "Interview Coder" while Lee was a student at Columbia University, the tool led to his suspension and eventual departure from the university. Despite the controversy, Cluely has raised $5.3 million in seed funding and reports over $3 million in annual recurring revenue.(02:09:59) - Shawn “swyx” Wang. Shawn is the founder of Smol.ai and editor of Latent Space, a newsletter and podcast exploring the rise of the AI engineer. After transitioning from a finance career, he led developer experience at AWS, Netlify, Temporal, and Airbyte, and authored The Coding Career Handbook to guide developers in career growth. Wang is known for his “Learn in Public” philosophy and for organizing the AI Engineer Summit, fostering a global community of applied AI practitioners.
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(01:55) - Coatue's Public Market Update(46:23) - Wall Street Sounding the Alarm on U.S. Debt(57:57) - Nvidia's Business is Booming(01:18:25) - Nike Returns to Amazon(01:29:14) - Doug Philippone. Doug Philippone is the co-founder and General Partner of Snowpoint Ventures, a venture capital firm established in 2021 that invests in dual-use technologies for defense and government applications. He previously served as Head of Global Defense at Palantir Technologies from 2008 to 2024, where he expanded the company's defense business to support over 19 allied nations. A former U.S. Army Ranger, Philippone completed six deployments and was awarded multiple commendations, including three Bronze Stars with two for valor(02:02:26) - Divyansh Kaushik. Dr. Divyansh Kaushik is Vice President at Beacon Global Strategies, where he advises on AI, semiconductors, biotech, and data security to bolster U.S. national security and technological competitiveness. Previously, he served as Associate Director for Emerging Technologies and National Security at the Federation of American Scientists, contributing to AI R&D policy, tech standards, and STEM immigration reform. Kaushik holds a Ph.D. from Carnegie Mellon University, where his research on robust machine learning models earned him accolades from Amazon and the Siebel Foundation.(02:17:51) - Aaron Ginn. Aaron Ginn is the co-founder and CEO of Hydra Host, a platform that simplifies access to GPU infrastructure by enabling data centers to offer bare-metal compute on demand. Previously, he led growth product management at Everlane and StumbleUpon, and co-founded the Lincoln Network, a tech policy think tank. Ginn also serves on the board of the Foundation for American Innovation, focusing on the intersection of technology and national security. -
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(28:07) - Trends in Artificial Intelligence Deep Dive(01:00:14) - Soren Monroe. Soren is the co-founder and CEO of Neros Technologies, a U.S.-based defense startup producing advanced FPV drones with a fully American supply chain. A former world champion in drone racing, he co-founded Neros in 2023 to address the U.S. military's need for mass-manufacturable unmanned systems, securing a contract to deliver 6,000 Archer drones to Ukraine. Monroe-Anderson is also a Thiel Fellow and previously founded FPV Supply Co., specializing in high-performance drone components.(01:32:12) - Connor Love. Connor is a Partner at Lightspeed Venture Partners, focusing on frontier technologies in defense, space, manufacturing, and autonomous systems. A former U.S. Army Captain, he served in Northern Iraq and as a strategic advisor in Washington, D.C., before earning graduate degrees from Oxford and Stanford GSB. At Lightspeed, he has led investments in fintech and insurtech startups, including Seel, Lemon Markets, and Herald.(01:59:44) - Melisa Tokmak. Melisa is the founder and CEO of Netic, an AI-native revenue engine designed for essential service industries like HVAC, plumbing, and electrical contracting. Launched in 2024, Netic utilizes real-time data and automation to help service businesses capture leads and stabilize revenue during fluctuations in demand. Previously, Tokmak held leadership roles at Scale AI and Meta, and holds a degree in computer science from Stanford University.(02:21:47) - Jordan Schneider. Jordan is the founder of ChinaTalk, a newsletter and podcast offering in-depth analysis of Chinese technology, politics, and U.S.-China relations. He is a fellow at the Rhodium Group and the Center for a New American Security, and previously worked at Kuaishou, Bridgewater Associates, and the Eurasia Group. Schneider holds a BA in history from Yale and an MA in economics from Peking University’s Yenching Academy, and is fluent in Chinese.(02:44:00) - Maxwell Meyer. Maxwell is the founder and editor of Arena Magazine, a quarterly print and digital publication launched in 2024 that focuses on technology, capitalism, and civilization. A Stanford geophysics graduate and former editor-in-chief of the Stanford Review, Meyer created Arena to counteract negativity in legacy media and to champion innovation and American dynamism. He also serves as president of the Intergalactic Media Corporation of America, the magazine’s parent company. -
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(07:48) - Neuralink Raises $600M at $9B Valuation(10:13) - Rillet Raises $25M from Sequoia (12:10) - Judge Considers Curbs for Google in AI Arms Race(25:33) - Ray-Ban Maker EssilorLuxottica to Buy Optegra in Medical AI Push(29:27) - Every VC-backed IPO in the past 12 Months has been a Down Round(34:50) - Jensen Huang Shifting Approach to U.S. Politics(41:01) - VC Funds for Sale at a discount(45:31) - TBPN Reacts to the Timeline -
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(02:56) - Elon Musk Is Leaving Washington(12:01) - Meta Partners With Anduril(20:48) - Trump's War On American Universities(26:05) - Kim Jong Un's "Side Launch" Goes Sideways(29:38) - Peter Rahal. Peter is the founder of David, a new protein company focused on clean-label, functional nutrition products. He previously co-founded RXBAR, which was acquired by Kellogg’s for $600 million in 2017.(45:10) - Ashlee Vance. Ashlee is a journalist and author best known for Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future. He also authored When the Heavens Went on Sale and Core Memory, and writes extensively about tech and innovation for Bloomberg Businessweek.(01:01:27) - Chase Lochmiller. Chase is the co-founder and CEO of Crusoe Energy, a company that converts stranded natural gas into power for data centers. Crusoe is focused on reducing carbon emissions while powering compute-intensive applications.(01:30:27) - Matan Grinberg. Matan is the co-founder of Factory, an AI startup building "Droids" — autonomous agents that assist with writing and maintaining software code. Factory aims to reimagine how engineers build products.(01:48:24) - Jonny Dyer. Jonny is the founder and CEO of Muon Space, a satellite company focused on climate monitoring. His team is developing spacecraft to deliver high-fidelity Earth data for scientific and commercial use.(01:59:41) - David Hsu. David is the founder and CEO of Retool, a platform that lets developers build internal tools remarkably fast. Retool is used by companies of all sizes to power critical business workflows.(02:19:17) - Sushanth Raman. Sushanth is the co-founder and CEO of Pallet, a platform connecting online creators and their communities to jobs and opportunities. He previously worked at Google and Retool.(02:38:39) - Rob Toews. Rob is a partner at Radical Ventures, a VC firm focused on AI. He writes a regular column for Forbes on artificial intelligence and previously worked at Highland Capital Partners.(02:59:32) - John Andrew Entwistle. John is the founder and CEO of Wander, a network of smart vacation homes designed for remote workers. Wander recently raised $50 million in Series B funding to expand across the U.S. -
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(01:07) - Balaji Srinivasan is an American entrepreneur and investor known for his roles as former CTO of Coinbase and general partner at Andreessen Horowitz. He co-founded several companies, including Counsyl, Earn.com, and Teleport, and authored The Network State, a book on building decentralized digital communities. Srinivasan holds multiple degrees from Stanford University and is an active angel investor in technology and crypto startups.(27:00) - Alon. @a1lon9 is the co-founder of Pump.fun, a Solana-based platform that enables users to create and trade meme coins instantly. Launched in January 2024, Pump.fun has facilitated the creation of over 6 million tokens and generated significant revenue through transaction fees. They have been a vocal figure in the crypto community, advocating for the democratization of token creation while addressing criticisms regarding the platform's role in speculative trading.(42:07) - Katie Haun is the founder and CEO of Haun Ventures, a $1.5 billion crypto-focused venture capital firm. A former federal prosecutor, she led high-profile investigations into the Mt. Gox hack and Silk Road case, and created the DOJ’s first cryptocurrency task force. Haun previously served as a general partner at Andreessen Horowitz and was the first independent board member at Coinbase.(59:11) - Chris Dixon. Chris is a general partner at Andreessen Horowitz and founder of a16z crypto, overseeing over $7 billion in Web3 investments. He previously co-founded SiteAdvisor (acquired by McAfee) and Hunch (acquired by eBay), and was an early investor in companies like Coinbase and Oculus. Dixon authored Read Write Own (2024), a book advocating for a decentralized internet.(01:29:16) - Kyle Samani. Kyle is the co-founder and managing partner of Multicoin Capital, a thesis-driven investment firm specializing in cryptocurrencies, tokens, and blockchain projects. Before Multicoin, he founded Pristine, a health IT startup acquired by Upskill. Samani holds degrees in Finance and Management from NYU Stern and is recognized for his technical analysis and thought leadership in the crypto space.(01:42:52) - Ben Pasternak. Ben is an Australian tech entrepreneur who gained early recognition for creating the viral game Impossible Rush and later co-founding the social apps Flogg and Monkey. At 15, he became one of the youngest tech founders to secure venture capital funding. He used to be the CEO of SIMULATE, a food technology company known for its plant-based chicken nugget alternative, NUGGS, which has raised over $57 million from investors including Alexis Ohanian and Jay-Z.(01:58:03) - Tom Schmidt. Tom is a General Partner at Dragonfly Capital, focusing on early-stage Web3 and crypto investments. He previously led product at 0x and held product management roles at Facebook and Instagram. Schmidt holds B.S. and M.S. degrees in Computer Science from Stanford University and has advised companies like Audius and Betty Labs.(02:15:01) - Konstantin Richter. Konstantin is the founder and CEO of Blockdaemon, a leading blockchain infrastructure provider for node management, staking, and wallet services. Before founding Blockdaemon in 2017, he held roles at Deutsche Telekom and Nokia, and built several SaaS platforms with successful exits. Under his leadership, Blockdaemon has raised over $400 million, reaching a $3.25 billion valuation, and serves major financial institutions including JPMorgan, Goldman Sachs, and Citi Ventures.(02:29:06) - Luca Netz. Luca (born Luca Schnetzler) is the CEO of Pudgy Penguins, an NFT brand he acquired for $2.5 million in April 2022. A former e-commerce entrepreneur, he revitalized the project by expanding into physical toys, selling over 1.5 million units through major retailers like Walmart and Target. Netz also launched the PENGU token on Solana and developed Pudgy World, aiming to establish Pudgy Penguins as a leading Web3-native IP brand.(02:44:27) - Dylan Abruscato. Dylan is the Emmy-nominated founder of Crypto: The Game (CTG), a viral crypto survival game blending elements of Survivor and Squid Game. Launched in 2023, CTG gained traction for its social gameplay and was acquired by Uniswap Labs in 2024. Prior to CTG, Abruscato held marketing roles at HQ Trivia, Uber, and Postmates, and began his career at Saturday Night Live.(02:59:10) - Brian Armstrong. Brian is the co-founder and CEO of Coinbase, the largest U.S.-based cryptocurrency exchange, which he launched in 2012 after working at Airbnb and Deloitte. A Rice University graduate with degrees in computer science and economics, he has also founded GiveCrypto.org and NewLimit, a biotech startup focused on extending human healthspan through epigenetic reprogramming. Under his leadership, Coinbase went public in 2021 and now serves over 100 million users globally.(03:30:22) - Soona Amhaz. Soona is the founder and managing partner of Volt Capital, a venture firm investing in early-stage crypto startups like Nansen, Magic Eden, and LayerZero. Prior to Volt, she co-founded Token Daily and worked at Alation, with a background in engineering from the University of Michigan. Recognized in Forbes 30 Under 30, Amhaz is known for her contrarian investment approach and active participation in the crypto community.(03:45:24) - Mert Mumtaz. Mert is the co-founder and CEO of Helius, a Solana infrastructure company providing developer tools like RPCs and APIs to streamline blockchain app development. Previously a software engineer at Coinbase, he identified inefficiencies in blockchain tooling and launched Helius in 2022 to address them. Known for his outspoken presence on Crypto X, Mumtaz is a prominent advocate for Solana, often engaging in technical debates and challenging misconceptions about the network.(03:59:29) - Dan Romero. Dan is the co-founder and CEO of Farcaster, a decentralized social protocol designed to give users control over their identity and data. Before founding Farcaster in 2020, he was Vice President of Operations at Coinbase, where he joined as employee #20 and helped scale the company through its early growth. Romero is also an active angel investor in startups like Linear, Eight Sleep, and TipTop.(04:16:36) - Shehzan Maredia. Shehzan is the founder, CEO, and CTO of Lava, a Bitcoin-native lending platform that enables users to borrow dollars while retaining full self-custody of their BTC. Previously, he worked as an engineer at Google and earned degrees in Electrical Engineering, Computer Science, and Math from Duke University. Under his leadership, Lava raised a Series A co-led by Khosla Ventures and Founders Fund, and introduced innovations like seedless self-custody, Discreet Log Contracts (DLCs), and Lava Free Pay for gasless blockchain transactions.(04:27:00) - Brandon Millman. Brandon is the co-founder and CEO of Phantom, a leading self-custodial crypto wallet initially built for Solana and now supporting Ethereum and Polygon. Before founding Phantom in 2021, ... -
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(05:56) - Brad Gerstner. Brad is the founder and CEO of Altimeter Capital, a technology-focused investment firm backing companies like Snowflake, Uber, and Meta. He’s known for his outspoken views on markets, innovation, and long-term investing in Silicon Valley.(36:05) - AJ Piplica + Zach Shore. AJ is the CEO of Hermeus, a startup developing hypersonic aircraft to revolutionize defense and commercial flight. Zach Shore is the VP of Strategic Development at Hermeus, contributing to the company's mission of building the world’s fastest reusable aircraft with speeds over Mach 5.(51:16) - Delian Asparouhov + Raycho Raychev. Delian is a partner at Founders Fund and co-founder of Varda Space Industries, focused on space-based manufacturing. Raycho is the founder and CEO of EnduroSat, which builds advanced nanosatellites and supports accessible space missions.(01:12:32) - Carlo Kobe. Fizz is developing an AI financial advisor for the pocket of every young adult.(01:26:51) - Steven Pang. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.(01:37:29) - Elias Fizesan. Canopy Labs is building the foundation models to power digital humans that are indistinguishable from real ones.(01:46:59) - Jackson Denka. Azura is a trading platform that utilizes on-chain rails to enable price discovery for everything from crypto and equities to beliefs and memes.(01:58:08) - Hooman Reza Nezhad. Solcoa Industries is producing the first zero-carbon, American-made rare earth metals at scale.(02:07:22) - Ferdinand Dabitz. Ivy is building the world trade bank — a global instant payments platform.(02:16:06) - Juan Pablo Ebrath. Phase is a research lab on a mission to unlock whole-body regeneration and make living matter programmable — from healing hearts to regrowing limbs.(02:26:52) - Jennifer Lin. Jennifer’s startup is giving patients with rare diseases accelerated access to new cures with clear indications of efficacy.(02:36:21) - Teddy Warner. Intempus is equipping robots with emotional intelligence, making them more predictable and easier to understand.(02:46:14) - Sigil Wen. Extraordinary brings the world’s top talent to America’s technology companies.(02:57:30) - Aidan Smith. Innerphases is developing human-native communication devices that change the way we work and think.(03:08:08) - Colton El-Habr. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.(03:20:25) - Koki Mashita. Aeolus is building the planetary defense system for extreme weather. -
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(05:41) - The Information Profiles TBPN(39:44) - Apple's AI Struggles(41:22) - Sam Altman's Trillion Dollar AI Device(46:15) - Jori Lallo. Jori is the co-founder of Linear, a streamlined product management tool used by top startups and engineering teams. He previously co-founded Coinbase and has a background in building elegant, fast, and developer-centric software products.(01:01:43) - Zach Weinberg. Zach is a co-founder and general partner at Operator Partners and previously co-founded Flatiron Health, which was acquired by Roche for $1.9 billion. He is an active seed investor and operator across healthcare and software startups.(01:31:50) - Leigh Marie Braswell. Leigh Marie is a partner at Founders Fund, focused on early-stage AI and infrastructure companies. She previously worked at Scale AI and has a background in electrical engineering and machine learning.(02:00:19) - Stephen Balaban. Stephen is the co-founder and CEO of Lambda, a company building high-performance GPU infrastructure for training AI models. He’s been at the forefront of deep learning hardware and computer vision since the early days of modern AI.(02:31:06) - Sam Lessin. Sam is a general partner at Slow Ventures and a former VP of product at Facebook. He writes The Information’s Private Tech column and invests across consumer, media, and frontier tech.(02:59:35) - Bobby Goodlatte. Bobby is an early-stage investor and designer, known for his early role at Facebook and his investments in companies like Coinbase and Lambda School. He is a founding partner at Form Capital.(03:14:47) - Auren Hoffman. Auren is the CEO of SafeGraph and previously founded LiveRamp, which was acquired by Acxiom. He is an expert in data infrastructure and frequently writes about technology, policy, and markets.(03:31:04) - Doug Bernauer. Doug is the founder and CEO of Radiant Industries, a company developing portable nuclear reactors to power remote locations and space missions. He previously worked at SpaceX and is focused on building scalable, clean energy infrastructure.(03:47:28) - Isaiah Taylor. Isaiah is the founder of Valar Atomics, a company focused on developing advanced nuclear technologies. He previously advised leading AI labs on public policy and now works at the intersection of energy, national security, and deep tech innovation. -
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(04:10) - Google I/O Breakdown(42:54) - Jony Ive Joins OpenAI Analysis(01:00:33) - Dan Shipper. Dan is the co-founder and CEO of Every, a business writing collective and newsletter platform for founders, operators, and technologists. He also writes Chain of Thought, a popular column exploring tech, psychology, and self-improvement.(01:27:50) - TJ Parker. TJ is the co-founder of Matrix, a stealth health tech startup. He previously co-founded PillPack, the online pharmacy acquired by Amazon for nearly $1 billion.(01:56:20) - Reggie James. Reggie is a writer and technologist who recently published Hardware, a book exploring identity and creativity in the age of machines. He previously co-founded Eternal and continues to explore the intersection of internet culture, software, and design.(02:27:55) - Timeline(02:30:18) - Keith Rabois. Keith is a general partner at Khosla Ventures and formerly with Founders Fund, with a storied track record as an operator and investor at companies like PayPal, Square, and OpenDoor. He is known for backing and advising dozens of high-growth startups in consumer and enterprise tech.(03:01:53) - Ben Hylak. Ben is the founder of Raindrop AI, a platform focused on intelligent information capture. He previously co-hosted the Latent Space podcast and has built a reputation for bridging AI infrastructure with practical workflows for teams. -
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(04:06) - New OpenAI Hardware Device(34:49) - Google I/O Reactions(38:49) - U.S. Formally Accepts Luxury Jet From Qatar(58:20) - Erik Prince. Erik is the founder of Blackwater, a private military company that provided security services to the U.S. government and other clients worldwide. He is a former Navy SEAL and now focuses on logistics, security consulting, and international ventures in defense and energy.(01:29:17) - Anthony Pompliano. Anthony is an investor and entrepreneur best known for his advocacy of Bitcoin and hosting The Pomp Podcast. He is a former product manager at Facebook and Snapchat and now invests across early-stage tech and digital asset companies.(01:45:14) - Nikunj Handa. Nikunj is a machine learning engineer and writer focused on AI systems, model architecture, and deployment at scale. He shares insights through his newsletter and has built a large following for his clarity on cutting-edge AI topics.(01:59:47) - David Senra. David is the creator and host of the Founders podcast, where he explores the lives and lessons of history’s most iconic entrepreneurs. His breakdowns of business biographies have built a loyal following among founders, operators, and investors.(02:19:58) - Scott Wu. Scott is the co-founder and CEO of Cognition AI, the company behind Devin, the world’s first AI software engineer. A former programming champion, he now leads efforts to push the boundaries of autonomous AI development.(02:41:17) - Joe Wiesenthal. Joe is an editor at Bloomberg and co-host of the Odd Lots podcast, where he covers markets, macroeconomics, and financial systems. He is known for his sharp real-time analysis and engaging interviews with economists, traders, and technologists. -
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(07:21) - Microsoft Build Recap(25:34) - Ben Thompson: The Agentic Web and the Original Sin Breakdown(01:05:06) - OpenAI's Stargate Datacenter(02:03:07) - Austen Allred. Austen is the founder and CEO of Gauntlet AI, a company focused on helping developers evaluate and test AI systems with greater precision. He previously co-founded Lambda School and is known for building tools that improve access to education and technology.(02:21:53) - Jeff Morris Jr. Jeff is the founder and managing partner of Chapter One, a venture fund focused on early-stage consumer and crypto startups. He previously led product and revenue at Tinder and has invested in companies like Lyft, Replit, and Notion.(02:41:42) - Cliff Weitzman. Cliff is the founder and CEO of Speechify, a text-to-speech platform designed to improve accessibility and productivity. He started the company to support people with dyslexia and has grown it into one of the leading tools in assistive technology.(03:03:16) - Logan Kilpatrick & Tulsee Doshi. Logan leads Google AI Studio, a platform that helps developers build with Google’s latest generative AI models. He previously worked in developer relations at OpenAI and is known for his work making cutting-edge AI more accessible. Tulsee Doshi leads Product for Responsible AI at Google DeepMind, where she focuses on building ethical and inclusive AI systems. Her work helps guide both internal development and public tools for fairness and transparency in machine learning. -
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(05:04) - Regeneration to Buy 23andMe(10:21) - NVIDIA Updates(43:33) - NVIDIA Plans to Invest in PsiQuantum(54:20) - Behind Microsoft's Layoffs(01:07:02) - Why Apple Still Hasn't Cracked AI(01:23:06) - Walter Chen. Walter is the co-founder and CEO of Sacra, a research platform that provides private market insights for investors. He previously co-founded and led content marketing platform iDoneThis, and has a background in law and software engineering.(01:43:43) - Michael Dempsey. Michael is the Managing Partner at Compound, a venture capital firm investing in frontier technologies. He focuses on early-stage companies in AI, infrastructure, and software, and previously worked in quantitative finance.(02:00:26) - Sriram Krishnan. Sriram is the Senior White House Policy Advisor on Artificial Intelligence. As the leader of the United States' policy team regarding artificial intelligence, Krishnan plays a significant role in shaping the administration’s approach to AI and driving measures to advance federal adoption of AI.(02:29:14) - Joshua Steinman. Joshua is the founder of Galvanick, a cybersecurity company focused on protecting industrial infrastructure. He previously served as the Senior Director for Cybersecurity at the National Security Council during the Trump administration. -
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV
(00:57) - Matt Grimm. Matt is the Co-Founder and Chief Operating Officer of Anduril Industries, a defense technology company specializing in autonomous systems and AI-powered solutions. Prior to Anduril, he held roles at Palantir Technologies and Mithril Capital Management, focusing on national security and venture investments.(10:22) - OpenAI Launches Codex(14:42) - Meta Delays Llama 4 Behemoth(23:55) - Epic Games Says Apple Blocked Submission(30:29) - Kevin Weil. Kevin is the Chief Product Officer at OpenAI, where he oversees the development of consumer and enterprise AI products, including ChatGPT and the OpenAI API. His previous experience includes leadership roles at Twitter, Instagram, and Planet Labs, as well as co-founding the Libra cryptocurrency project at Facebook.(01:05:50) - Blake Scholl. Blake is the Founder and CEO of Boom Supersonic, a company aiming to make high-speed air travel mainstream through the development of supersonic passenger jets. Before founding Boom in 2014, he held positions at Amazon and Groupon, and co-founded the mobile technology startup Kima Labs.(01:31:58) - Tim Fist. Tim is the Director of Emerging Technology Policy at the Institute for Progress, focusing on AI infrastructure and innovation policy. He also serves as an Adjunct Senior Fellow at the Center for a New American Security, with a background in machine learning and AI hardware development.(02:03:33) - Chris Best. Chris is the Co-Founder and CEO of Substack, a platform that enables writers to publish and monetize newsletters through paid subscriptions. Prior to Substack, he co-founded and served as CTO of the messaging app Kik.(02:29:52) - Sean Henry. Sean is the Co-Founder and CEO of Stord, a company providing cloud-based supply chain solutions for businesses. Under his leadership, Stord has raised significant funding to expand its logistics and fulfillment services.(02:46:10) - TBPN Reacts to the Timeline -
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV
(02:26) - Warren Buffett Exclusive in WSJ(07:22) - Airbnb 2.0(32:30) - U.S. Scraps 'AI Diffusion' Rule(40:25) - Apple to Support Brain-Implant Control(47:11) - Delian Asparouhov. Delian is a partner at Founders Fund and the co-founder of Varda Space Industries, which is building the world’s first space factories. He previously led growth at Teespring and founded Nightingale, a healthcare startup.(01:02:12) - Alex Blania. Alex is the CEO and co-founder of Tools for Humanity, the company behind Worldcoin. He co-founded the project with Sam Altman to create a global digital identity and financial network.(01:31:13) - Josh Wolfe. Josh is the co-founder and managing partner at Lux Capital, where he invests in frontier technologies across science and defense. He has backed companies like Anduril, Planet, and Kymeta, and serves on multiple company boards.(02:03:44) - Jason Fried. Jason is the co-founder and CEO of 37signals, the company behind Basecamp and HEY. He’s also the co-author of best-selling business books like Rework and Remote.(02:36:35) - Eugenia Kuyda. Eugenia is the co-founder and CEO of Replika, an AI chatbot designed to offer emotional companionship and support. She launched Replika to help people process grief and connect through AI-driven conversation. - Visa fler
