Avsnitt
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(01:38) - TML Inkling(11:31) - 𝕏 Timeline Reactions(15:15) - California Forever?(17:27) - TSMC Capex(18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, and Vista Equity Partners, backing companies including Anthropic, Rippling, Flock Safety, SpaceX, and Chainguard.(48:32) - Eric Glyman is the co-founder and Co-CEO of Ramp, the AI-powered finance automation platform helping businesses manage spending, accounting, procurement, and corporate cards. Previously, he co-founded Paribus, which was acquired by Capital One, and is known for building software that helps companies save both time and money through automation.(01:07:19) - 𝕏 Timeline Reactions(01:16:36) - Jordan Black is the co-founder and CEO of Senra Systems, a company applying AI and advanced software to modernize precision manufacturing for aerospace and defense. He focuses on building automated, software-defined factories that dramatically accelerate the production of complex, high-performance components for the next generation of industrial and defense technologies.(01:28:29) - David Baszucki is the co-founder and CEO of Roblox, the online platform where users create, share, and play millions of interactive 3D experiences. An engineer and longtime software entrepreneur, he previously co-founded Knowledge Revolution and has led Roblox’s growth into one of the world’s largest gaming and creator platforms.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
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Saknas det avsnitt?
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(00:23) - Stripe x PayPal(11:40) - OpenAI's First Device(15:44) - John's Business Ideas(23:15) - Chip: The Robot Car(30:27) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the political news series "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the potential consequences of prediction markets on flight delays, expressing concerns about possible manipulation and ethical issues. He also addresses the growing public opposition to data centers, highlighting the need for tangible benefits to local communities to mitigate backlash. Additionally, Enjeti emphasizes the importance of national permitting reform to address the housing crisis, advocating for streamlined approvals to facilitate the construction of affordable housing.(01:02:35) - George Kailas, founder and CEO of Aon Fund, has a background in value investing and AI, having previously led Prospero AI, a hedge fund-level AI research desk. He discusses launching an AI-powered hedge fund that leverages signal libraries from Prospero, creating thousands of strategies to work across various markets, with plans to launch in August or September. Kailas also highlights the importance of data compression and containerization in managing alternative data sets, aiming to minimize training costs while broadening data exploration.(01:08:28) - Mukund Jha, CEO of Emergent, discusses the company's AI platform that enables non-technical business owners to build and deploy production-grade applications, recently securing a $130 million Series C funding at a $1.5 billion valuation. He highlights that 80% of their users are non-technical, spanning industries from healthcare to manufacturing, and emphasizes the platform's role in helping small and medium businesses digitize operations by creating custom tools like CRMs and inventory management systems. Jha also notes the platform's global reach, with revenue evenly distributed across North America, Europe, and Asia, and mentions the growing excitement for AI adoption in India, while acknowledging potential future shifts in employment trends as AI becomes more powerful.(01:19:49) - Russ Tedrake, co-founder and CEO of Walden Robotics, is a former MIT professor and ex-SVP of Robotics at Toyota Research Institute. He discusses Walden's emergence from stealth with a $300 million seed round, valuing the company at $1.1 billion, and highlights their deployment of general-purpose AI robots in manufacturing, emphasizing partnerships with industry leaders like Toyota, Boeing, and Samsung. Tedrake underscores the importance of integrating physical AI into existing manufacturing processes to enhance efficiency and adaptability.(01:30:56) - Glenn Youngkin, former governor of Virginia and ex-co-CEO of The Carlyle Group, has joined Red Cell Partners as partner and chairman. He discusses Red Cell's innovative approach to venture capital, emphasizing the integration of founders within the firm to scale businesses in healthcare, cyber, and national security sectors. Youngkin highlights the importance of backing visionary leaders and fostering collaboration to drive transformative advancements in these critical industries.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(00:21) - IBM Nukes(07:36) - Demis Govt Plan(20:08) - NY Pauses AI Datacenters(25:38) - Can Pretty Data centers Win?(27:58) - Clanker Whales(29:23) - Dylan Byers, a founding partner and senior correspondent at Puck, is known for his in-depth coverage of the media industry. He discusses the challenges David Ellison faces in merging Warner Brothers Discovery with Paramount, highlighting opposition from Democratic state attorneys general, particularly California's Rob Bonta, who seeks to block the deal on grounds that Byers argues are outdated given the current media landscape. Byers also touches on the potential for Hollywood studios to relocate operations in response to regulatory pressures, emphasizing the evolving nature of the entertainment industry.(59:54) - Noah Schochet, co-founder and CEO of TerraFirma, discusses how he and his co-founder, both former SpaceX engineers, founded the company to revolutionize the construction industry by integrating robotics and automation to accelerate building processes. They retrofit existing heavy machinery with custom-built software and hardware, enabling remote operation and increased efficiency. Schochet emphasizes that while full autonomy may not be cost-effective due to construction's numerous edge cases, achieving approximately 75% autonomy with human oversight can significantly enhance productivity.(01:10:58) - Saam Motamedi, a partner at Greylock Partners, focuses on early-stage investments in AI, cybersecurity, and enterprise software. He discusses Greylock's new $1.5 billion fund, Greylock 18, aimed at supporting early-stage founders, particularly in AI. Motamedi emphasizes the vast opportunities in AI across the technology stack, from foundational models to applications, and highlights the potential for multiple significant winners in emerging categories due to the transformative impact of AI on various industries.(01:21:48) - Ioannis Antonoglou, co-founder, president, and CTO of Reflection AI, previously served as a founding engineer at DeepMind, contributing to projects like AlphaGo and AlphaZero. In the conversation, he discusses Reflection AI's mission to develop frontier open models, emphasizing the need for exceptional talent and substantial computational resources, exemplified by their recent billion-dollar deal with Nubius. He also reflects on the rapid advancements in AI over the past 15 years, highlighting the importance of adaptability and the exponential nature of progress in the field.(01:31:25) - Jack Dent, co-founder and president of Chai Discovery, discusses the company's development of an AI-driven platform for molecular design, likening it to a "Computer Aided design suite for molecules" that enables the creation of new medicines. He highlights the platform's focus on the pharmaceutical industry, emphasizing its potential to revolutionize drug discovery by designing molecules that can effectively target diseases. Dent also notes the rapid advancements in AI models for drug discovery, citing a significant improvement in success rates from 0.1% to 16% over the course of 2025.(01:44:50) - Evan Burns & Jamie Seltzer. Evan Burns, CEO and co-founder of State Affairs, discusses the company's mission to provide real-time insights into policy and regulatory changes affecting businesses, aiming to shift companies from reactive to proactive engagement in the legislative process. He highlights the challenges of navigating antiquated state government systems and the importance of having on-the-ground journalists to gather timely information. Burns also mentions their recent $70 million funding round led by Coatue and Founders Fund, emphasizing plans to expand coverage to city and international levels. Jamie Seltzer is the co-founder of State Affairs, an AI-powered policy intelligence platform that combines original statehouse reporting with AI to help governments, businesses, and advocacy organizations track and understand legislation across all 50 states. He is also a general partner at LightShed Ventures, investing in technology, media, and communications companies.(01:56:57) - Tyler Page, CEO of Cipher Digital, discusses the company's transformation from bitcoin mining to developing AI data centers, highlighting their current projects totaling 700 megawatts across three sites in West Texas. He emphasizes the importance of site selection, community engagement, and addressing concerns such as water usage and noise, noting that Cipher strives to be a good neighbor by contributing to local infrastructure and ensuring minimal environmental impact. Page also outlines the company's capital market strategy, detailing their approach to financing and partnerships with hyperscalers like AWS and Google.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(00:39) - Apple vs OpenAI(25:24) - Paramount Threatens to Leave CA(42:48) - 𝕏 Timeline Reactions(45:39) - Alexis Ohanian, co-founder of Reddit and venture capitalist, discusses the enduring value of live events in the age of AI, emphasizing that human experiences like sports and theater remain irreplaceable. He highlights his investments in women's sports, such as Angel City FC, and the track and field league Athlos, aiming to modernize and elevate these domains. Ohanian also touches on the growth of sports betting, expressing concerns about its societal impact and the need for thoughtful regulation.(01:10:19) - Morgan Housel is a partner at The Collaborative Fund and the New York Times bestselling author of "The Psychology of Money," with his works translated into over 60 languages and selling over 12 million copies. In the conversation, Housel discusses the psychology behind the rise in sports betting, noting that when individuals perceive limited options in life, they become more risk-seeking, leading to increased gambling activities. He also highlights the impact of technological advancements, such as the accessibility of day trading platforms, which have made gambling more prevalent across generations.(01:47:34) - Mark Gurman, a renowned technology journalist specializing in Apple Inc., discusses the recent lawsuit Apple filed against OpenAI, alleging the theft of trade secrets and confidential information. He highlights that OpenAI has recruited over 400 former Apple employees, including key figures like Tang Tan, OpenAI's Chief Hardware Officer, who is accused of soliciting proprietary information during interviews and coaching departing Apple employees on evading security protocols. Gurman emphasizes the significant impact this legal battle could have on both companies, especially as OpenAI ventures into hardware development using alleged misappropriated Apple technologies.(02:12:25) - Nico Christie & Michael Jarman. Nico Christie, co-founder and chief product officer of Fundamental Research Labs, discusses the development of Shortcut, an AI-powered Excel agent designed to automate complex spreadsheet tasks for finance professionals. He highlights Shortcut's ability to build financial models in minutes, achieving over 90% formula accuracy through multi-agent verification, and its integration as a native Excel plugin that preserves existing macros and VBA code. Christie also emphasizes Shortcut's continuous improvement, noting a 20% performance gain since launch due to daily updates enhancing agentic performance, user experience, and accuracy. Michael Jarman is a financial modeling expert and the 2024 Microsoft Excel World Champion, winning the title at the Microsoft Excel World Championship in Las Vegas after defeating a field of the world's best spreadsheet competitors. A financial modeling director based in Toronto, he is known for his mastery of advanced Excel, financial modeling, and high-speed spreadsheet problem solving.(02:24:51) - 𝕏 Timeline Reactions
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
-
(00:18) - SK Hynix Rallies in Trading Debut(04:00) - GPT-5.6 Stories(19:28) - 𝕏 Timeline Reactions(45:30) - Phoebe Gates Accused of Fake Sales(01:05:34) - China Launches First Reusable Rocket(01:08:09) - Costco Cashier Becomes Millionaire(01:12:01) - Love Island Prediction Markets(01:18:01) - SONOS Layoffs(01:22:28) - 𝕏 Timeline Reactions(01:28:53) - Hollywood Chases Internet Horror(01:38:34) - AI Songs May Get Labels(01:40:56) - 𝕏 Timeline Reactions(01:43:23) - Kim Renovates Nine Mansions(01:47:20) - 𝕏 Timeline Reactions
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
-
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
-
(00:52) - Meta Releases Muse 1.1(02:01) - GPT-5.6 Sol Reactions(14:49) - Meta Prices AI to Win(29:24) - Eric Seufert, a prominent analyst and founder of Mobile Dev Memo, discusses Meta's strategic use of AI in advertising to enhance ad performance and address investor skepticism. He emphasizes the importance of Meta's proprietary data in training AI models to create ads that are uniquely effective, thereby demonstrating the tangible benefits of their AI investments. Seufert also highlights the potential for AI-generated creative to alleviate bottlenecks in ad production, ultimately driving significant revenue growth for Meta.(55:53) - Bernt Øivind Børnich, founder and CEO of 1X Technologies, has led the company since its inception in 2014, focusing on developing humanoid robots like NEO for consumer use. In the conversation, he discusses the launch of NEO, emphasizing its advanced, human-like hand design achieved through in-house development of miniaturized motors and tendons, and highlights the importance of creating robots that safely and effectively interact with the world to enhance AI capabilities. He also touches on the company's commitment to vertical integration, enabling rapid iteration and production scaling, and expresses excitement about the imminent shipping of NEO to consumers.(01:08:39) - Josh Lindgren, Head of the Podcast Department at Creative Artists Agency (CAA), began his career as a music agent before transitioning to podcast representation in 2014. In the conversation, he discusses the exponential growth of the podcast industry, the increasing integration of video into podcasting, and the evolving definitions of media formats. He also highlights the importance of creators having a clear purpose for their podcasts and the potential benefits of live shows in strengthening audience relationships.(01:29:05) - Jeffrey Morgan, CEO and co-founder of Ollama, discusses how their open-source platform enables developers to run large language models locally, facilitating rapid adoption among Fortune 500 companies due to enhanced security and compliance. He highlights the $65 million Series B funding led by Tamash Tungas, emphasizing plans to expand the team and invest in secure, US- and Europe-based hosting solutions. Morgan also addresses the evolving landscape of open-source models, noting the narrowing gap between open and frontier models, and the importance of providing developers with the right tools to deploy and manage these models effectively.(01:39:32) - Thibault Sottiaux, OpenAI's Head of Core Products and Platform, discusses the recent launch of ChatGPT Work, highlighting its enhanced capabilities in coding, cybersecurity, and long-context understanding. He emphasizes the model's improved efficiency and its ability to comprehend human intent with shorter prompts, making it more accessible to users without technical expertise. Sottiaux also notes the development of multi-agent setups, introduced as Ultra mode, where multiple agents collaborate to complete tasks more efficiently.(01:54:03) - Sean Frank is the CEO of Ridge Wallet, a company specializing in minimalist wallets and accessories. In the conversation, he discusses Ridge's expansion into products like travel gear and men's wedding rings, the impact of AI on advertising and inventory management, and the evolving landscape of e-commerce, including the challenges faced by luxury brands and the rise of platforms like TikTok Shop.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive
-
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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This is our full conversation with Ben Thompson.
We discuss why Microsoft's Xbox strategy failed, why he thinks GTA 6 should cost $200, how console wars shaped the modern gaming industry, what went wrong with Xbox Game Pass, why AI is reshaping competition across tech, the future of Microsoft's gaming business, and why regulators often block mergers at exactly the wrong time.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codexSign up for TBPN’s daily newsletter at TBPN.com
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https://x.com/tbpn
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive -
(00:41) - Coatue Bets Big on Blue Origin(05:39) - Cheaper Vision Pro Dead(14:04) - Getty x Shutterstock Deal Dies(21:17) - Empty IBM Campus Goes Viral(28:52) - 𝕏 Timeline Reactions(32:44) - OpenAI Launches GPT-Live(36:21) - GPT-5.6 Goes Public This Week(41:16) - Vincent Weisser, co-founder and CEO of Prime Intellect, announced the company's $130 million Series A funding at a $1 billion valuation, aimed at building an open superintelligence stack. He discussed how Prime Intellect provides a comprehensive platform for training, deploying, and continuously improving AI models, enabling enterprises to develop their own AI agents without relying on closed-source frontier models. Weisser highlighted the company's rapid growth, achieving an annualized revenue run rate of over $100 million, and emphasized the importance of decentralized AI development for broader accessibility and innovation.(01:01:31) - Ben Thompson, founder of Stratechery, discusses Microsoft's Xbox strategy, highlighting the company's shift from traditional console sales to a subscription-based model with Xbox Game Pass. He critiques this approach, noting that while it aimed to attract a broader audience, it primarily cannibalized existing sales without significantly expanding the market. Thompson suggests that Microsoft's substantial investments in acquisitions and Game Pass have not yielded the expected growth, leading to internal challenges and strategic reevaluations.(01:29:28) - Rodrigo Liang, co-founder and CEO of SambaNova Systems, announced the company's completion of a $1 billion Series F funding round at an $11 billion valuation. He emphasized the growing importance of fast AI inference in enterprise applications and highlighted partnerships with major firms like JPMorgan Chase for secure, on-premises AI solutions. Liang also discussed the company's focus on delivering high-performance, low-latency AI infrastructure that integrates seamlessly into existing data centers.(01:40:54) - Alana Palmedo, Managing Partner at Paradigm, co-leads the firm's investment and research efforts, focusing on frontier technologies such as crypto, AI, and robotics. In the conversation, she discusses Paradigm's recent $1.2 billion fundraise aimed at investing in emerging technologies, the firm's expansion beyond its initial focus on crypto to include broader frontier themes, and the importance of supporting both early-stage founders and larger, later-stage companies.(01:50:14) - Byron Boots, co-founder and CEO of Overland AI, discusses the company's development of autonomous ground vehicles for defense applications, highlighting their modular design capable of integrating various payloads, including remote weapon stations and drones. He emphasizes the advantages of wheeled vehicles over robotic dogs for military operations, citing their payload capacity and energy efficiency. Additionally, Boots shares that Overland AI secured a $20 million contract with the U.S. Marine Corps to produce autonomous ground vehicles supporting the Marine Air Defense Integrated System (MADIS).(01:57:18) - 𝕏 Timeline Reactions(02:01:08) - Will Mayer, co-founder and high priest at Cold Holdings, began his career creating skateboard films for companies like Vans, which sparked his passion for brands and their cultural significance. He discusses his work with Polymarket, highlighting the rapid development of a viral campaign featuring Rick Rubin, and emphasizes the importance of doctrine, ritual, symbols, charismatic leadership, and identifying an enemy in building cult-like brand followings. Mayer also shares insights on the oversaturation of advertising content, the value of contrarian perspectives, and his approach to scaling creative ventures by incubating startups and accepting equity as compensation.(02:17:43) - Tucker Brown, managing partner of Compound Creative Holdings, discusses his 15-year tenure at Creative Artists Agency (CAA), where he led significant transactions, including a $100 million investment in Dude Perfect. He highlights the evolution of creators into enterprise builders, emphasizing the need for appropriate capital structures and operational support to foster sustainable growth and lasting value in creator-led businesses.
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Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(04:13) - China Export Controls(12:49) - SK Hynix Sets to Raise $28B(15:51) - Meta Unveils Muse Image(20:41) - Jeremy Giffon Breaks Silence(22:42) - 𝕏 Timeline Reactions(28:35) - Alex Hormozi is an entrepreneur, investor, and author best known for founding Acquisition.com, where he invests in and advises growing businesses. He is the author of $100M Offers and $100M Leads, and is widely known for sharing practical frameworks on entrepreneurship, marketing, sales, and scaling companies.(01:29:29) - Josh Zoffer, an investor and head of research at CIV, formerly a White House National Economic Council and US Treasury adviser, discusses the strategic importance of data centers in the United States. He emphasizes that data centers are not merely collections of chips but also involve critical technologies like power electronics and industrial materials such as steel. Zoffer warns that if the U.S. hinders data center construction, it risks losing control over essential supply chains, potentially repeating past mistakes that led to reliance on foreign sources for critical materials.(01:41:52) - John McElhone, founder of American Turbines, discusses his company's development of compact, 1-megawatt natural gas turbines designed for rapid deployment, capable of powering over a thousand homes and fitting in the back of a pickup truck. He emphasizes the advantage of utilizing the abundant and inexpensive natural gas supply in the United States, making this technology particularly suitable for the domestic market. McElhone also highlights the company's focus on scaling production through automation, aiming to revolutionize energy generation by simplifying turbine design and manufacturing processes.(01:47:32) - Deena Shakir, a General Partner at Lux Capital, invests in transformative technologies across sectors such as women's health, digital health infrastructure, health equity, foodtech, and fintech. In the conversation, she discusses Lux Capital's recent investment in 1001, an AI company based in the Gulf Cooperation Council (GCC) region, highlighting the potential for applied AI in the Gulf and the opportunity for rapid, large-scale deployments. She also emphasizes the importance of homegrown companies in the GCC and the unique opportunity to build sovereign AI companies focused on the region.(01:54:38) - Hussein Fazal, co-founder and CEO of Super.com, discusses the company's recent $65 million Series D funding led by TPG at a $1.2 billion valuation, and its evolution into a savings super app offering discounts on hotels, gas, insurance, and financial services tailored for everyday Americans. He highlights the integration of AI to expedite product development and the strategic partnership with NASCAR to enhance brand visibility among their target demographic.(02:07:01) - John Nay, founder and CEO of Norm AI, discusses the company's recent $120 million funding round at a $1.2 billion valuation, highlighting their shift from selling AI tools to in-house legal teams to establishing Norm Law LLP, a law firm powered by AI agents. He emphasizes the value of vertical integration, with AI engineers and lawyers collaborating closely to reinvent legal workflows, and advises law students to focus on legal engineering by applying AI to legal reasoning. Nay also notes that while international expansion is considered, it requires deliberate planning to ensure the necessary legal expertise in each jurisdiction.
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https://www.youtube.com/@TBPNLive
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This is our full conversation with Alex Hormozi.
We discuss his philosophy on choosing the right business, the biggest mistakes entrepreneurs make with AI, why volume beats perfection in media, how he built one of the largest business education brands in the world, what founders get wrong about personal branding, why opportunity selection matters more than most people realize, and how Acquisition.com is evolving from a family office into a brand-powered investment platform.
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Codex - http://openAI.com/codexSign up for TBPN’s daily newsletter at TBPN.com
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive -
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN:
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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(03:58) - XBOX Layoffs(21:13) - "Manual" Ferrari(31:21) - 𝕏 Timeline Reactions(50:23) - Circle K Lottery Dispute(01:05:31) - Baiju Bhatt, co-founder of Robinhood and CEO of Cowboy Space Corporation, discusses the evolution of his company from Aetherflux to Cowboy Space, focusing on developing vertically integrated orbital data centers and launch vehicles to meet the growing demand for AI computing. He emphasizes the importance of designing rockets and data centers as a unified system to optimize performance and cost-effectiveness, aiming to harness solar energy in space to power these data centers. Bhatt also highlights the shift in the space industry towards commercial payloads, particularly for AI applications, and the need for companies to control their own launch capabilities to meet this demand efficiently.(01:31:17) - Daniel English, co-founder and managing partner of Legacy Investing, transitioned from tech entrepreneurship to real estate investment, focusing on data centers, logistics, and life sciences facilities. In the conversation, he discusses the evolution of data centers, highlighting their increasing importance due to AI and cloud computing, and emphasizes the strategic conversion of underutilized urban office buildings into high-density data centers to meet growing infrastructure demands.(01:49:05) - Michele Catasta, President and Head of AI at Replit, discusses the evolution from "vibe coding" to "vibe building," emphasizing the shift towards enabling users to create customized AI agents that autonomously accomplish tasks end-to-end. He highlights the importance of thinking in terms of goals rather than specific applications, allowing agents to determine the necessary steps and code to achieve desired outcomes. Catasta also predicts a future where agents replace traditional apps, streamlining workflows and reducing reliance on deterministic software.(02:00:07) - 𝕏 Timeline Reactions
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Codex - http://openAI.com/codex
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