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TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
- 721 - Meta Introducing Class C Stock, iPhone Duo’s Botched Launch | Diet TBPN
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/@TBPNLiveThu, 22 Oct 2026 - 720 - Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning(00:36) - Matthew Prince on PHP2Shell. Matthew Prince is the co-founder and CEO of Cloudflare, a company focused on internet security and infrastructure. Prince discusses major cybersecurity vulnerabilities, AI’s growing role in finding and defending against threats, and why rapid software updates and industry coordination are essential. He also predicts that surging AI-agent traffic will reshape the internet’s business model through mechanisms such as micropayments. (29:12) - 𝕏 Timeline Reactions (38:05) - Meta Unveils New Class C Stock (47:07) - Kevin Weil, founder of Warp Sciences, discusses building AI-powered robotic laboratories to accelerate drug discovery and reshore critical pharmaceutical research from China to the United States. He explains the company’s vertically integrated approach, growing market opportunity, and $215 million funding round to build a next-generation preclinical contract research organization. (01:01:39) - Mc Lader discusses his role as the new head of Cognition Industries, drawing on his experience as a frontier-tech founder and former president of a stablecoin company acquired by Coinbase. He outlines Cognition’s strategy to build small, founder-led teams across 14 major industries, combining vertical expertise with Devin’s AI agents to help enterprises modernize software, strengthen security, and create industry-specific products. (01:12:16) - Dillon Baxter discusses PlantSwitch, the sustainable packaging company he co-founded to replace disposable plastics with plant-based materials that biodegrade without leaving microplastics. He explains the company’s vertically integrated manufacturing, rapid growth, major distribution partnerships, and plans to use its Series B funding to expand into plastic-free coffee cups and lids. (01:20:18) - Richard Starson, founder and CEO of Stelius, discusses building U.S.-made high-power microwave systems for defense applications, particularly neutralizing drone swarms and protecting critical infrastructure. He also outlines the company’s early funding and long-term goal of advancing compact fusion for energy, hypersonics, and spaceflight. (01:28:42) - Brian Manning, founder and CEO of space-based navigation company Xona Space Systems, discusses launching six satellites, raising $250 million, and scaling manufacturing for its commercial GPS alternative. He explains how Xona’s stronger, jam-resistant signals can improve positioning accuracy, indoor coverage, device integration, and battery efficiency for commercial and military users. (01:42:54) - iPhone Duo Early 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
Thu, 22 Oct 2026 - 719 - Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN
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/@TBPNLiveWed, 21 Oct 2026 - 718 - The Internet Is Finished, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks | Nikesh Arora, Aidan Smith, Akhil Iyer, Max Junestrand(03:20) - The Internet Is Finished (14:52) - Trevor Milton's Jet Launch (17:09) - iPhone Duo Early Reviews (21:02) - SpaceX Explosive Growth (35:30) - Nikesh Arora, CEO of cybersecurity company Palo Alto Networks, discusses the severe PHP vulnerability, the urgent need for organizations to patch and protect critical infrastructure, and the likelihood that increasingly powerful AI models will uncover more security flaws. He also examines the risks of autonomous AI agents, the value of open-source models for transparency, and the sustained demand for AI computing infrastructure. (57:40) - Aidan Smith discusses the rapid growth of his systems-first AI lab, its billion-dollar Series A, and breakthroughs in GPU optimization through mega-kernel technology. He argues that better algorithms, architectures, and data efficiency could produce more creative, unconventional AI models while expanding automation beyond intellectual work. (01:08:05) - Akhil Iyer discusses his journey from the Marine Corps to co-founding Watchtower Labs, an AI defense startup that recently raised $35 million. He explains how its simulation platform helps military planners anticipate logistics and supply-chain disruptions, evaluate numerous scenarios, and make better decisions during conflicts, crises, and competition. (01:14:45) - Max Junestrand discusses his role as co-founder and CEO of legal AI platform Legora and the company’s $88 million funding round at a $550 million valuation. He explains how AI adoption in law demands greater accuracy and oversight than coding, while enabling smaller firms and enterprise legal teams to handle more complex work efficiently. (01:25:32) - 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
Wed, 21 Oct 2026 - 717 - $1M Trading Cards Heist, Trevor Milton Returns, The Death Of Common Courtesy | Diet TBPN
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/@TBPNLiveTue, 20 Oct 2026 - 716 - Calm Down Markets, Trevor Milton Has A Plane to Sell You, Jay Leno Live in The Ultradome | Alex Niehaus, Alex Blania, Nate Rempe, Connor Sweeney, Jay Leno(00:42) - Nearly $1M in Trading Cards Stolen (09:42) - Trevor Milton Returns to Aviation (24:59) - The Death of Common Courtesy (41:49) - Mercedes Unveils AMG GT SUV (48:58) - Alex Niehaus, co-founder of Helicon, discusses the company’s emergence from stealth with $16.5 million in funding and its mission to industrialize composite manufacturing. He explains how Helicon combines advanced software, robotics, and manufacturing to mass-produce lightweight, high-strength structures for defense, drones, vehicles, and other applications. (59:50) - Alex Blania discusses Tools for Humanity’s efforts to build proof-of-human systems that combat deepfakes, fraud, and AI impersonation. He highlights World for Zoom, a Cloudflare agent protocol that verifies agents are acting on behalf of real people, and lighter-weight phone verification alongside the company’s Orb technology. (01:08:06) - Nate Rempe discusses leading Omaha Steaks through its crucial holiday season, modernizing its marketing with social media and AI, and protecting its reputation through customer education. He also addresses record-low cattle supplies, younger consumers’ demand for authentic, high-protein products, and the company’s renewed focus on improving its core steak offerings. (01:26:43) - Connor Sweeney discusses Baba, the healthcare platform he founded and leads, which connects older adults and their families with nurses and social workers who coordinate care using AI-assisted tools. He announces a $40 million Series A and outlines Baba’s rapid growth, insurance partnerships, public AI benchmark, and plans to serve a 100,000-person waitlist. (01:36:15) - Beverly Hills Condo Buyers Become Lenders (01:45:09) - Anthropic's S1 (01:50:12) - Jay Leno, a veteran comedian, former Tonight Show host, and passionate car collector, discusses automobiles, comedy, show business, technology, and his enduring work ethic. He shares humorous stories while emphasizing humility, honest feedback, political balance, and the importance of continually practicing one’s craft.
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
Tue, 20 Oct 2026 - 715 - Jay Leno on Comedy, Supercars, and the State of Hollywood
This is our full interview with comedian and former Tonight Show host Jay Leno.
We discuss what he learned from Johnny Carson, why he thinks late-night television is dying, how politics changed comedy, why he refuses to retire from stand-up, his advice for people afraid of AI, and what it takes to stay funny after decades in show business.
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
Follow TBPN:
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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/@TBPNLiveTue, 20 Oct 2026 - 714 - Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Poppi’s Pepsi Deal | Diet TBPN
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/@TBPNLiveMon, 19 Oct 2026 - 713 - "You Can See Everything" Sparks Debate, 17% GDP Growth Please, Call of Duty Campaign Review | Katie Drummond, Bing Gordon, Daksh Gupta, Jean-Denis Greze, Quinten Farmer(01:35) - "You Can See Everything" Spoiler Talk (23:51) - AI Data Center Forecast Jumps (33:59) - Anthropic Staff Predict AI Boom (40:59) - Call of Duty Campaign Review (48:32) - Katie Drummond discusses Nathan Fielder’s film about Elizabeth Holmes, its complex portrayal of empathy, fraud, and human behavior, and its potential to become a classic. The global editorial director of WIRED also reflects on how the tech press once amplified Holmes’s claims and enabled the era of visionary, larger-than-life startup founders. (01:07:17) - Bing Gordon, founding executive of Electronic Arts and co-author of *Everybody Wins*, discusses lessons from gaming, product development, and his career in technology. He explores how iteration, storytelling, motivation, and AI can improve creative work while emphasizing the enduring importance of human judgment and meaningful progression. (01:46:52) - Daksh Gupta, founder of Greptile, discusses automating code review and testing to ensure AI-generated code is safe to merge. He highlights the company’s $50 million Series B, the need for independent code validation, and growing demand for better visibility into the quality, productivity, and cost of coding agents. (01:55:25) - Jean Denis discusses Town, the AI workplace assistant company he co-founded and leads as CEO, following its $108 million Series B at a $1 billion valuation. He explains how trusted, privacy-focused AI agents could streamline workplace tasks and communications while delivering thoughtful recommendations without overwhelming users. (02:09:26) - Quinten Farmer discusses founding Tolan, an AI-powered personal guide designed to provide entertainment, emotional support, intelligent assistance, and personalized follow-up through nuanced memory. He also covers Tolan’s approachable characters, applications for families and children, the challenges of proactive AI assistance, and the company’s $30 million Series B funding.
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
Mon, 19 Oct 2026 - 712 - We Review ‘You Can See Everything’, Tesla Unveils Rocket Powered-Roadster | Diet TBPN
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/@TBPNLiveFri, 16 Oct 2026 - 711 - "You Can See Everything" Review, Roadster Reactions, Eric Glyman Joins | Walter Isaacson, Christian Jensen, Tavarish(00:15) - "You Can See Everything" Review (07:35) - Roadster Reactions (30:03) - Walter Isaacson is a bestselling biographer and journalist known for chronicling influential innovators such as Steve Jobs, Elon Musk, and Jennifer Doudna. Walter Isaacson discusses Musk’s futuristic designs and mercurial leadership, the relationship between human creativity and artificial intelligence, and how individuals and collaborative teams shape technological progress. (01:00:00) - Eric Glyman, co-founder and co-CEO of Ramp, discusses the company’s $1.85 billion fundraise, rapid revenue growth, and expanding suite of financial products. He explains how Ramp aims to help businesses manage, attribute, and maximize returns on AI spending as artificial intelligence becomes a core operating expense. (01:14:02) - Christian Jensen discusses Dragoneer Investment Group’s $1.85 billion investment in Ramp, describing the firm’s strategy of making concentrated bets on category-defining businesses. He argues that Ramp’s vast market, expanding product platform, capital efficiency, AI capabilities, and exceptional leadership justify its $60 billion valuation, while explaining Dragoneer’s selective, nonintrusive approach to supporting portfolio companies. (01:24:31) - Tavarish discusses his skepticism about the Tesla Roadster, enthusiasm for Porsche’s Mission S and 918, and preference for distinctive, driver-focused cars over flashy technology showcases. The automotive YouTuber and supercar rebuilder also shares insights into project-car selection, beginner-friendly Japanese cars, extreme-speed challenges, and the evolving balance among combustion, hybrid, and electric vehicles.
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
Fri, 16 Oct 2026 - 710 - Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN
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/@TBPNLiveThu, 15 Oct 2026 - 709 - SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau(05:04) - Recapping Anthropic Investor Day (15:04) - SELL EVERYTHING (23:24) - Inflation Heats Up (30:29) - 𝕏 Timeline Reactions (44:02) - Valar Atomics VC Feud (51:16) - Tesla Roadster Hype (01:00:53) - Porsche Mission S (01:04:49) - Reed Albergotti, Semafor’s San Francisco bureau chief and host of the Future Proof podcast, discusses Tesla’s self-driving technology, Microsoft’s AI strategy, Xbox’s future, and the debate over regulating open-source AI. He also examines the financial and infrastructure bottlenecks facing the AI industry as technology companies rapidly increase spending. (01:26:45) - Bryan Cantrill discusses founding Oxide Computer Company, where he serves as CTO and builds integrated rack-scale cloud computing systems for on-premises data centers. He explains Oxide’s technically ambitious hardware-software co-design, lessons from failed predecessors, patient enterprise sales strategy, and focus on profitability, operational efficiency, and building a generational company rather than pursuing an exit. (01:45:54) - Daniel Kimminau discusses founding Advanced Spade Company after working at SpaceX, The Boring Company, and Anduril, where he developed expertise in transportation and underground construction. He explains how the company uses integrated technology, mapping, and specialized equipment to make underground utility installation safer, faster, and more affordable.
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
Thu, 15 Oct 2026 - 708 - OpenAI Bugging Incident, Are Your Devices Listening? Xbox Launches Remix Lab | Diet TBPN
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/@TBPNLiveWed, 14 Oct 2026 - 707 - OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari(01:46) - OpenAI Uncovers Spy Device (08:41) - Are Your Devices Listening to You? (20:13) - Apple x LG (24:59) - Home Devices Tier List (37:45) - XBOX Labs (40:46) - Inside The World of GTA 6 (43:38) - Kelly Clarkson's Bird Store Drama (52:27) - Thomas Neckel discusses co-founding Fragment, a New York fintech company building financial infrastructure designed for AI agents. He explains how Fragment translates contractual rules into deterministic financial workflows, enabling agents to automate complex processes such as payments, refunds, accounting, and insurance claims while preventing costly errors. (01:02:17) - Kabir Jain discusses his role as Erewhon’s Chief Growth Officer, overseeing technology, e-commerce, data, membership, and other growth initiatives beyond opening stores. He explains Erewhon’s disciplined expansion strategy, commissary-based operating model, influence on emerging consumer brands, celebrity collaborations, and focus on delivering a premium customer experience. (01:22:02) - Danielle Axman discusses founding Wilder Market, a premium neighborhood grocery concept opening in Midtown Miami, inspired by her search for thoughtfully sourced, high-quality food for her family. She highlights the market’s expert-developed product standards, Michelin-star culinary partnership, hospitality-focused experience, and potential expansion across South Florida and the Southeast. (01:30:45) - John Urschel, an MIT assistant professor of mathematics and former professional football player, discusses how AI is transforming mathematical research, education, and problem-solving. He argues that human understanding and creativity remain essential, predicts that mathematics will expand rather than be “solved,” and considers AI’s potential to improve football analytics. (01:44:48) - Nicholas Sharp discusses Attio’s new hybrid architecture for agentic revenue, which lets AI agents work with customer data while maintaining governance and security guardrails. The Attio co-founder and CEO also highlights how leading sales teams use AI for highly personalized customer experiences, his excitement about decision models, and Attio’s extensive use of its own products. (01:55:50) - Jason Ballard, co-founder and CEO of construction technology company ICON, discusses its $200 million Series D and mission to address the housing crisis using robotic 3D printing. He explains ICON’s cost-saving construction system, expansion into licensing its technology to builders, and work with NASA to develop lunar infrastructure using local materials. (02:05:41) - Erik Bernhardsson, co-founder and CEO of Modal, discusses the company’s rapid growth and its platform for simplifying AI infrastructure across numerous cloud providers. He highlights soaring demand for inference, training, and sandbox tools, along with opportunities in low-latency applications, alternative chips, and broader enterprise adoption. (02:14:59) - Josh Tyrangiel discusses how Elon Musk and Jeff Bezos are racing to vertically integrate the space economy through reusable rockets, satellite networks, orbital data centers, and AI. Drawing on his experience covering business and technology, he explains SpaceX’s commanding lead, Blue Origin’s efforts to catch up, and Bezos’s long-standing ambition to make space infrastructure central to Amazon, robotics, and advanced AI. (02:31:03) - Aida Baradari, founder of Dvalence, discusses Spectre, a device designed to prevent microphones from making unauthorized audio recordings. Baradari explains its privacy-focused technology, planned enterprise applications, current pricing and size, and the company’s efforts to launch and improve the product.
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MongoDB - https://www.mongodb.com
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Wed, 14 Oct 2026 - 706 - John Reviews The Social Reckoning, Muse Wonder, Apple’s HomeView | Diet TBPN
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
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Figma - https://www.figma.com
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NYSE - https://www.nyse.com
Railway - https://railway.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/@TBPNLiveTue, 13 Oct 2026 - 705 - Muse Wonder, Social Reckoning Review, Apple HomeView | Eli Manning & Michael Waldron, Anjney Midha, William Chu & Negin Oliver, Neal Stephenson, Ravi Gupta & John Hegeman, Jack Goldburg, Oege de Moor, Nick Talken, Jeff Holden(01:13) - Social Reckoning Review (14:12) - Muse Wonder (30:15) - Apple HomeView (43:36) - Anjney Midha, William Chu & Negin Oliver. Anjney “Anj” Midha, founder of venture firm AMP, discusses the Grid Trust, a $100 billion program anchored by Zurich Asset Management to expand affordable, reliable AI computing capacity for startups and public-sector users worldwide. He explains how pooling customers and hardware providers, along with AI-powered demand forecasting, can improve GPU utilization, reduce risk, and broaden access to compute. (59:52) - Neal Stephenson, an acclaimed science-fiction author known for *Snow Crash*, discusses fiction’s influence on technology, his preference for hands-on research, and the importance of grounding speculative ideas in social, cultural, and economic realities. He also explores AI-assisted storytelling, carbon removal, algorithmic misinformation, the erosion of societal norms, and overlooked science-fiction author Matt Ruff. (01:25:29) - Ravi Gupta & John Hegeman. Ravi Gupta discusses Ithaca Holdings’ acquisition of Bumble alongside co-founder and co-CEO John Hegeman. He explains their conviction that human relationships will become even more important in an AI-driven world and outlines plans to improve Bumble’s matching, profile quality, and user experience before focusing on monetization. (01:37:12) - Jack Goldberg discusses co-founding Yes Chef Group, transforming a passion for food into a global media brand centered on content, live events, and community. He shares the company’s rapid growth, strategic partnerships, expansion into long-form programming, and plans to build the next-generation Food Network while exploring opportunities in live streaming, technology, and consumer products. (01:59:42) - Oege De discusses XBOW’s AI-powered cybersecurity platform, which autonomously identifies vulnerabilities by replicating the work of skilled offensive security researchers. He highlights a critical Chrome exploit affecting one billion users that was discovered in six days using GPT-5, emphasizing the urgent need for automated security testing as advanced cyber capabilities become increasingly accessible. (02:09:30) - Nick Talken discusses Albert Invent, the chemistry-focused AI company he co-founded and leads as CEO, and its $55 million Series B led by TCV. He explains how Albert’s specialized models and proprietary customer data help scientists accelerate materials and chemical innovation in areas such as batteries, solar cells, biodegradable plastics, PFAS alternatives, and spaceflight. (02:16:20) - Jeff Holden discusses his career as an early Amazon engineer, creator of Amazon Prime, and founder and CEO of Atomic Machines. He explains how the company’s “Matter Compiler” aims to turn AI-generated designs into functional micromachines, enabling innovations in medicine, robotics, electronics, and other fields. (02:28:02) - Eli Manning & Michael Waldron. Eli Manning discusses how his Penn State walk-on prank inspired Chad Powers and how his football experiences shape the show’s characters and stories. The retired two-time Super Bowl champion also advises young athletes to pursue media opportunities authentically while continuing to take their sport seriously. (02:46:15) - OpenAI Uncovers Insider Security Threat
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MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
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Codex - http://openAI.com/codex
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https://www.youtube.com/@TBPNLive
Tue, 13 Oct 2026 - 704 - Crypto Going Bunker Mode, AI Mathpocalypse, Starbucks Explores Chipotle Takeover | Diet TBPN
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
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.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/@TBPNLiveThu, 08 Oct 2026 - 703 - Crypto Going "Bunker Mode", The Mathpocalypse, Starbucks Explores Chipotle Takeover | Rebecca Kaden & Michael Mignano, Nathan Benaich, Michael Sindicich & Healey Cypher, Moritz Stephan, Anastasios Angelopoulos, Zach Yadegari(01:18) - Crypto Going "Bunker Mode" (16:31) - The AI Mathpocalypse (28:08) - Starbucks Explores Chipotle Takeover (30:57) - Timeline Reactions (49:01) - Mansion Section (55:41) - Rebecca Kaden & Michael Mignano discuss USV’s record $900 million fundraise and how the firm is adapting its thesis-driven investment strategy to larger rounds, longer private-company timelines, and AI-enabled opportunities. A partner at USV, Rebecca highlights the firm’s focus on visionary, product-oriented founders, public idea-sharing, emerging technologies, and company incubation. (01:16:52) - Nathan Benaich discusses the State of AI Report and his balanced, research-driven view of the industry. The Air Street Capital founder highlights AI’s rapid progress, the rise of inference and reinforcement learning, and how capital, infrastructure, and user education increasingly constrain adoption and growth. (01:31:41) - Michael Sindicich & Healey Cypher discuss BoomPop's acquisition by Navan and the immediate integration of its event-planning platform and team. They emphasize the importance of in-person meetings and explain how the combined company will provide customers with a unified solution for business travel, off-sites, and corporate events. (01:38:24) - Moritz Stephan discusses Hone, an AI company building autonomous “engines” that own and deliver business outcomes. He explains how the platform tackles complex workflows across revenue, recruiting, finance, and procurement, while exploring scalable deployment, outcome-based pricing, and adaptable templates for organizations. (01:48:26) - Anastasios Angelopoulos discusses Arena’s expansion from evaluating AI capabilities and human preferences to measuring agent alignment and safety. The co-founder and CEO explains how Arena uses real-world data to identify unauthorized actions, deceptive completions, and false attribution while serving as a neutral evaluator of AI models and agents. (02:02:56) - Zach Yadegari, an entrepreneur who sold his calorie-tracking company Cal AI, discusses his new AI assistant venture and its $10 million funding round. He outlines plans for a free, money-saving consumer product and screenless hardware designed to integrate computing into daily life while reducing phone use. (02:15:04) - Mansion Section p.2
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MongoDB - https://www.mongodb.com
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https://www.youtube.com/@TBPNLive
Thu, 08 Oct 2026 - 702 - OpenAI Math Breakthroughs, SpaceX’s $40B Nvidia Deal, Quant Firms Hiring Idea Guys | Diet TBPN
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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Cisco - https://www.cisco.com
Console - https://www.console.com
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
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https://www.youtube.com/@TBPNLiveWed, 07 Oct 2026 - 701 - Some Math Problems, Arsenal-2, Porsche Mission S | Walter Russell Mead, Kat Cole, Tarek Alaruri, Tyler Niday, Scott Morton, Josiah Meyer, Aarush Selvan(06:15) - 𝕏 Timeline Reactions (10:55) - Some Math Problems (25:12) - SpaceX's $40B NVIDIA Chip Deal (35:59) - Porsche Mission S (52:27) - Walter Russell Mead, a distinguished fellow at the Hudson Institute, discusses the decline of mid-20th-century democratic capitalism and society’s transition into an uncertain technological era. He explores AI’s economic and geopolitical effects, human adaptability, the balance between state power and individual liberty, and declining trust in experts while expressing optimism about technology’s potential to improve life. (01:32:01) - Kat Cole, CEO of AG1, discusses the company’s retail expansion, product innovation, and investment in clinical research. She explains how AI improves product discovery, customer service, supply-chain traceability, scientific development, and operational efficiency while allowing AG1 to invest more in research, marketing, and customer experience. (01:44:58) - Tarek Alaruri discusses Stuut’s $52.5 million Series B and the company’s rapid growth under his leadership as co-founder and CEO. He explains how Stuut’s digital coworker helps major businesses collect overdue revenue, supported by cold calling and partnerships with firms such as Microsoft, Fiserv, and Ernst & Young. (01:50:51) - Tyler Niday discusses Bonsai Robotics, a full-stack physical AI company developing autonomous machines for agriculture and other rugged environments. He highlights its 430 deployed robots, partnership with Nvidia, extensive field data, and ability for one person to manage a fleet across multiple platforms using a unified world model. (01:56:10) - Scott Morton discusses Revel’s rapid growth and its software platform for testing and controlling complex physical systems such as nuclear reactors, jet engines, and rockets. He highlights the expanding hard-tech ecosystem, the influence of former SpaceX engineers, and Revel’s ability to dramatically accelerate customer testing and development. (02:03:14) - Josiah Meyer discusses co-founding and leading Health Leap, an AI healthcare company backed by Sequoia with $38 million in funding. He explains how its technology helps hospitals detect overlooked conditions, improve patient outcomes, and reduce costs, while reflecting on his entrepreneurial beginnings in South Africa and AI’s growing capabilities in mathematics. (02:10:48) - Aarush Selvan discusses his work as a ChatGPT product manager and the launch of GPT-6 for 1.2 billion users. He explains its intelligent, dynamically generated interfaces and ability to answer while reasoning, while reflecting on how nondeterministic AI is reshaping product management, design, and collaboration at OpenAI.
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MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
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Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
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https://www.youtube.com/@TBPNLive
Wed, 07 Oct 2026 - 700 - AI’s Economic Impact, Warren Buffett Discovers YouTube, Mistral Launches “Le Chonk” | Diet TBPN
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
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NYSE - https://www.nyse.com
Railway - https://railway.com
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
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https://www.youtube.com/@TBPNLiveTue, 06 Oct 2026 - 699 - Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria(05:10) - "Digger" Review (06:42) - AI Mods Run into Copyright Law (16:26) - The Case Against AI Job Doom (28:29) - Warren Buffett Discovers YouTube (35:08) - 𝕏 Timeline Reactions (49:42) - Mistral Launches Le Chonk (55:19) - Greg Fleming discusses his career in financial services and his role as CEO of Rockefeller Capital Management, which provides comprehensive advice to wealthy families. He explains the firm’s growth, approach to private-market investing and diversification, and use of AI to improve advisor productivity while preserving personalized client relationships. (01:17:40) - TJ Parker discusses his return to operating as CEO of General Medicine after founding PillPack and spending several years investing. He outlines General Medicine’s mission to become a seamless, consumer-focused healthcare storefront by combining transparent pricing, medical records, pharmacy access, and AI-enabled infrastructure. He also reflects on lessons from PillPack and explains how his healthcare expertise and experienced team position the company to simplify interactions with the broader medical system. (01:32:04) - Joowon Kim discusses leaving Ramp to co-found Melius, an AI-powered creative platform that has raised $25 million. He outlines Melius’s tools for generating and editing media, its enterprise customers and integrations, and his vision of enabling anyone to turn their imagination into creative content. (01:43:24) - Rick Dungey, executive director of the National Christmas Tree Association, discusses the Christmas tree industry, including farming, demand planning, White House tree selection, and proper tree care. He also highlights the association’s advocacy work and Trees for Troops, a charitable program providing Christmas trees to military families. (02:00:31) - Dylan Field discusses Figma’s new Design Agent, emphasizing its ability to enhance designers’ creativity and productivity rather than replace them. The Figma co-founder and CEO also explores specialized AI models, human judgment, transparency around AI-generated work, and the importance of using AI to expand original thinking instead of automating it away. (02:20:02) - Hardik Kabaria discusses his background as Vinci’s co-founder and CEO, drawing on a Stanford PhD and eight years developing manufacturing software at 3D-printing company Carbon. He explains Vinci’s physics foundation model, which helps semiconductor companies automate thermal analysis, accelerate time to market, and improve product performance while preserving data privacy through on-premises deployment. He also outlines plans to expand into mechanical and electromagnetic physics following the company’s $250 million fundraise.
TBPN is made possible by:
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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:
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https://www.youtube.com/@TBPNLive
Tue, 06 Oct 2026 - 698 - AI Video Game Mods, Chinese Cars Take Over UK, Apple Tightens Mac Data Controls | Diet TBPN
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
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
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https://www.youtube.com/@TBPNLiveMon, 05 Oct 2026 - 697 - AI Video Game Mods, Should You Sell Your Data, Bryan Johnson on Endurance Racing | Sean Frank, Linda Du, Ali Partovi, Sigil Wen, Jerry Wu, Bryan Johnson(01:17) - AI Video Game Mods (18:04) - 𝕏 Timeline Reactions (37:13) - Chinese Cars Take Over Britain (43:49) - Fiat's $15k Microcar (57:09) - Sean Frank, CEO of Ridge, discusses the company’s rapid growth, his decision not to sell its business data to AI firms, and how AI is transforming e-commerce operations, advertising, and creative production. He also explores agent-driven shopping, TikTok marketing, consumer spending, celebrity partnerships, and Ridge’s potential expansion into physical retail. (01:29:21) - Linda Du, president, COO, and co-founder of Valon Technologies, discusses the company’s $150 million Series D at a $2.3 billion valuation. She explains how Valon built and operated a mortgage servicer to prove its software before becoming a pure-play provider of AI-powered mortgage-servicing technology. (01:38:33) - Ali Partovi discusses his successful year as founder and CEO of venture capital firm Neo, his strategy of concentrating investments in fewer high-potential founders, and his backing of companies such as Cursor and Etched. He proposes holding AI companies responsible when their systems autonomously commit crimes, arguing that stronger liability would encourage the development of powerful AI that obeys existing laws. (02:05:36) - Sigil Wen discusses Underdog, a free, private personal AI that runs directly on users’ devices across major platforms. He explains its on-device performance, privacy benefits, invite-only beta, and potential payments-based business model involving AI agents that find deals and complete purchases. (02:13:12) - Jerry Wu discusses his work as co-founder and CEO of Halluminate, which builds training benchmarks and reinforcement-learning environments that improve AI models’ performance on non-coding knowledge work. He explains how these environments teach and evaluate tasks such as financial modeling and presentations, highlights the company’s $30 million fundraise, and predicts increasingly complex simulations involving multiple agents, companies, governments, and industries. (02:22:41) - Bryan Johnson, a tech entrepreneur and longevity advocate, discusses his goal of dunking a basketball at age 49 as part of a broader shift from strict health optimization toward ambitious physical “side quests.” He also explores biomarkers, peptides, strength training, aviation risks, motorsports, and how challenging pursuits can promote health, focus, and personal growth.
TBPN is made possible by:
Ramp - https://ramp.com
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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:
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https://www.youtube.com/@TBPNLive
Mon, 05 Oct 2026 - 696 - Sign-In With GPT, Anthropic Vs. the Pope, Paramount Rebrands as Skydance | Diet TBPN
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/@TBPNLiveFri, 02 Oct 2026 - 695 - BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle(01:15) - BYOCompute: Bring Your Own Compute (15:31) - Pope Leo Rejects AI Consciousness (26:06) - 𝕏 Timeline Reactions (35:45) - Tesla Beats Expectations (49:20) - Paramount-Warner Bros Becomes Skydance (54:34) - Ben Affleck's White Pill (57:24) - WSJ Mansion Section (01:27:33) - Joe Gebbia discusses his work modernizing federal digital services through the National Design Studio, including transforming employee retirement from a months-long paper process into a nearly instantaneous online experience. He outlines America.gov, a centralized, AI-powered platform designed to simplify access to government information and services, reduce billions of hours of administrative burden, and establish a new standard for digital government. (01:41:02) - Molly Fowler discusses her role as a partner at Dorm Room Fund, a venture fund investing in student and alumni founders. She explains its peer-driven investment model, recently raised $50 million fund, and plans to back roughly 75–80 companies with early-stage checks typically under $1 million. (01:51:55) - Tom Dotan, a technology journalist at Vanity Fair and Newcomer, discusses his profile of Oracle co-founder Larry Ellison. He examines Ellison’s vast influence across AI, media, TikTok, cancer research, and hospitality, emphasizing his appetite for risk, enduring control of Oracle, and willingness to make enormous bets late in his career. (02:10:35) - Pim De, co-founder of General Intuition, discusses the company’s $220 million fundraise and its use of large-scale video game data to train AI models that control robots. He explains the technology’s potential across simulations, quadrupeds, drones, gaming companions, and interactive NPCs while offering a grounded view of machine intelligence and shifting gamer sentiment toward AI. (02:19:34) - Greg Castle discusses his journey from entrepreneur to managing partner of Anorak Ventures, an early-stage deep-tech firm whose third fund totals $35 million. He shares insights on investing in Oculus and Anduril, maintaining a small-fund strategy, and pursuing transformative opportunities in defense, manufacturing, critical materials, and AI-enabled venture research.
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Fri, 02 Oct 2026 - 694 - Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveThu, 01 Oct 2026 - 693 - Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton(01:32) - NVIDIA Moves Up the AI Cloud Stack (09:54) - Factory-Cognition Drama (23:17) - Instinct Pushes into Shopping (35:23) - Gemini 4 Argon (44:45) - Will Bruey discusses Varda’s transition to operating a scalable fleet of commercial reentry vehicles, supported by a $251 million Series D and launch capacity secured through 2029. He also explains how microgravity can advance pharmaceutical manufacturing, why reusable launch infrastructure will expand the space economy, and how Varda has made land-based reentry reliable and cost-effective. (58:16) - Christophe Beck, chairman, president, and CEO of Ecolab, discusses the company’s work addressing water scarcity, infection prevention, food safety, and sustainable infrastructure. He highlights closed-loop, water-neutral cooling systems for AI data centers, advocates recycling water rather than relying on desalination, and urges technology companies to work closely with local communities. (01:16:20) - Hassaan Raza discusses Tavis’s Griffin human-interaction model, designed to make communicating with AI feel as natural as speaking with a person. The Tavis co-founder and CEO explains its potential to power AI coworkers, tutors, healthcare workers, and companions while emphasizing careful safety testing, disclosure, and gradual release. (01:24:49) - Connor Renton discusses Brodie Rec League, the world’s largest basketball league, which provides everyday athletes with a professional-style experience through uniforms, livestreams, player clips, statistics, and rewards. He explains how the platform simplifies joining and organizing recreational basketball while outlining its player-funded model, expansion across North American cities, and potential growth into other sports.
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https://www.youtube.com/@TBPNLive
Thu, 01 Oct 2026 - 692 - AI Execs Sign Joint Commitment, Converting Watts to GDP, the Model Consciousness Debate | Diet TBPN
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://www.youtube.com/@TBPNLiveWed, 30 Sep 2026 - 691 - White House AI Accord, Model Welfare, Ken Griffindor School of Market Wizardry | Ali Golshan, Mike Intrator, Vlad Tenev, Pari Singh, Minna Song, Dev Ittycheria, Daragh Murphy, Noah Friedman(01:26) - Supper Intelligence (09:00) - White House Accord Signature Tier List (21:22) - 𝕏 Timeline Reactions (32:59) - Power, GD, and the AI Boom (43:21) - A Warning about Model Welfare (57:28) - Ken Griffindor School of Market Wizardry (01:08:24) - Ali Golshan, Nvidia’s senior director of AI software and a former Gretel founder, discusses his work on AI security, safety, and infrastructure. He explains how the open-source OpenShell project, formal verification, and hardware-level controls can provide a trusted, full-stack environment for monitoring and containing autonomous AI agents. (01:20:43) - Mike Intrator, co-founder and CEO of AI cloud provider CoreWeave, discusses the company’s evolution beyond GPU infrastructure into a comprehensive AI cloud platform. He highlights CoreWeave’s new Forge product, the long-term utility of GPUs, potential industry consolidation, and the economics of compute capacity and data-center planning. (01:36:10) - Vlad Tenev discusses Robinhood’s expansion into AI-powered trading, including autonomous agents, third-party financial data, and safeguards designed to give everyday investors “a hedge fund in their pocket.” The Robinhood co-founder and CEO also covers social investing, prediction markets, new trading products, and AI’s broader impact on financial markets. (01:54:10) - Pari Singh discusses Flow Engineering’s $50 million fundraise at a $750 million valuation and its plans to invest heavily in AI-powered hardware engineering. He explains how Flow uses AI to continuously verify complex designs, manage regulatory requirements, and accelerate collaboration across engineering teams and suppliers. (02:04:26) - Minna Song discusses EliseAI’s rapid growth, including raising $350 million, surpassing $200 million in annual recurring revenue, and serving 20% of the U.S. apartment market. The co-founder and CEO explains how the company drives AI adoption and develops shared technology for the large housing and healthcare sectors. (02:11:00) - Dev Ittycheria discusses returning as MongoDB’s interim president and CEO, the company’s strong outlook, and his journey as a founder, investor, and technology executive. He also shares insights on AI talent wars, open-source business models, corporate governance, and the importance of clear strategy, strong teams, and a candid culture. (02:32:43) - Daragh Murphy discusses Imprint, the fintech company he co-founded and leads as CEO, which provides co-branded credit cards and payment infrastructure for major brands such as Kroger and Shell. He explains Imprint’s partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees. (02:39:54) - Noah Friedman discusses OuterSignal, his customer-intelligence and personalization platform, following its $22 million Series A. He explains how richer, real-time customer profiles help brands personalize marketing, improve retail and product strategies, and create more relevant consumer experiences.
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Wed, 30 Sep 2026 - 690 - OpenAI DevDay | Sam Altman, Alexander Embiricos, Andrew Ambrosino, Peter Steinberger, Tibo Sottiaux, Kath Korevec, Casey Neistat(09:00) - Sam Altman discusses how increasingly capable AI agents can simplify work and daily life while fostering an open ecosystem for developers. He also addresses OpenAI’s startup culture, expanding computing infrastructure, simplified model selection, rapid experimentation, and the unresolved scientific challenge of aligning superintelligent AI. (25:17) - Alexander Embiricos, an OpenAI product leader, discusses “dots,” proactive AI agents designed to act as personal delegates across workplace tools. He explains how personal and specialist dots can autonomously handle tasks, support individuals and enterprises, and make advanced AI more accessible through flexible interfaces and integrations. (41:54) - Andrew Ambrosino discusses leading OpenAI’s Codex desktop and Space teams and unifying Codex’s agentic capabilities with ChatGPT. He highlights cloud and local-machine integration, collaborative AI workspaces, dynamic interfaces, faster models, and OpenAI’s iterative, feedback-driven product development. (54:27) - Peter Steinberger discusses founding OpenClaw and pioneering personal AI agents that can proactively operate computers, use tools, and coordinate complex tasks. He explores agent-driven software development, changing online services, and a future where AI reshapes operating systems, commerce, and human workflows. (01:16:22) - Tibo Sottiaux discusses his work leading AI agent development at OpenAI, including Dots, Codex, and advances in computer use. He explains how persistent agents can learn users’ preferences, securely perform specialized organizational tasks, share long-term memory, and automatically balance speed, cost, and reasoning effort. (01:33:41) - Kath Korevec discusses her work as an OpenAI product manager for ChatGPT Sites, which reached 10 million sites within three months of launch. She highlights personal and professional uses, collaborative features within Spaces, new integrations and plugins, and plans to expand access to free users. (01:41:50) - Casey Neistat discusses his perspective as a filmmaker, YouTube pioneer, and ModRetro executive on retro technology, AI-assisted creativity, and the value of simple, purpose-built devices. He argues that AI will democratize game and video creation while human taste, expertise, and curation remain essential amid a growing flood of content.
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MongoDB - https://www.mongodb.com
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https://www.youtube.com/@TBPNLive
Tue, 29 Sep 2026 - 689 - Cambridge AI Safety Plan, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveMon, 28 Sep 2026 - 688 - Dario Goes From SNL to White House, Some Personal Agent News, Mongo Got Zucked | Lo Toney, Zack London, Anish Acharya, Evan Conrad, Gstaad Guy(00:46) - Dario Gets the SNL Treatment (09:24) - Dario's Private Dinner with Trump (12:15) - Cambridge Warns of AI Acceleration (16:59) - Anthropic Investor Fears AI? (21:57) - Inside Instinct's Rapid Rise/Some Personal Agent News (47:06) - Zuck Hires MongoDB CEO (58:32) - Lo Toney discusses his experience as the founding and managing partner of Plexo Capital, which he launched after serving as a partner at GV. He explains Plexo’s strategy of backing emerging venture fund managers, evaluating their technical expertise and investment perspectives, and using their networks to access promising companies, while also addressing AI’s impact, rapidly rising valuations, evolving fund strategies, and investments in controversial sectors. (01:30:15) - Zack London discusses his work as Gossip Goblin, creating dark, sardonic AI-generated science-fiction videos and building a transhumanist universe. He explains how years of experimentation led him to launch a studio and produce a feature-length film with writers, voice actors, musicians, Foley artists, and a full post-production team, emphasizing that AI filmmaking still requires significant human craft and authorship. (01:36:49) - Anish Acharya discusses how personal AI agents could benefit restaurants, streamline commerce, empower consumers, and eventually become independent economic actors. A general partner at Andreessen Horowitz, he also examines challenges involving advertising models, bot restrictions, legal disputes, and high computing costs. (01:47:28) - Evan Conrad discusses San Francisco Compute’s mission to create independent, standardized compute markets that help new cloud providers build, finance, and sell GPU infrastructure. The co-founder and CEO explains how physically settled markets could reduce risk, improve utilization, and address potential AI infrastructure bubbles by establishing predictable future compute prices. (02:00:49) - Gstaad Guy discusses his satirical characters, Constance and Colton, which embody the competing worlds of understated old-money taste and status-driven luxury. He explores how wealthy consumers develop discernment, why family-owned hospitality often preserves authentic luxury, and how he builds content for a small but influential audience rather than chasing mass appeal.
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MongoDB - https://www.mongodb.com
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Mon, 28 Sep 2026 - 687 - Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN
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:
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Public - https://public.com
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NYSE - https://www.nyse.com
Railway - https://railway.com
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https://www.youtube.com/@TBPNLiveFri, 25 Sep 2026 - 686 - 4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky(00:54) - 4 Tech Arguments (Number 3 Will Shock You) (24:09) - Has The AI Slop Gone Too Far? (38:53) - Is AI Driving Interest Rates Higher? (50:26) - WSJ Mansion Section (56:00) - John Arnold discusses his career from natural gas trading at Enron to founding his own hedge fund and becoming co-founder and co-chair of Arnold Ventures. He shares insights on risk management, gambling-like financial products, AI infrastructure, energy markets, nuclear power, and the growing disconnect between private and public market valuations. (01:44:12) - Viswa Colluru, founder and CEO of Invetta, discusses the company’s $311 million fundraising round and its AI-powered technology for identifying biological molecules and their functions. He outlines Invetta’s focus on developing medicines for widespread unmet needs—including asthma, eczema, and long-term weight management—and explains the practical limitations and safety considerations of AI-designed drugs. (01:54:17) - Jake Adler discusses Pilgrim’s $25 million funding round and its mission to become America’s first biological prime contractor. He describes Argus, a portable “Shazam for the air” system designed to autonomously detect, identify, and characterize airborne biological threats in locations such as airports. (02:02:22) - Adam Korsunsky discusses founding Freebean, an advertising company that distributes free, branded coffee as a tangible, targeted, and trackable marketing medium. He explains the company’s rapid growth, conference and campus distribution strategy, and launch of a New York City storefront billed as the world’s first free coffee shop.
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MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
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https://www.youtube.com/@TBPNLive
Fri, 25 Sep 2026 - 685 - Meta Connect 2026, OpenAI’s Australia ‘Incident,’ Bentley’s New EV | Diet TBPN
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
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NYSE - https://www.nyse.com
Railway - https://railway.com
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https://www.youtube.com/@TBPNLiveThu, 24 Sep 2026 - 684 - Meta Connect Reactions, Zuck's Beer Pong Controversy, New Bentley EV | Shalev Lifshitz & Romi Lifshitz, Leif Abraham, Diogo Almeida, Hooman Reza Nezhad, Jordan Nanos, Erika Alden DeBenedictis(01:13) - Meta Connect Reactions (45:04) - Australia vs. AI Agents (47:33) - 𝕏 Timeline Reactions (49:26) - New Bentley EV (52:37) - Shalev Lifshitz discusses his background in AI research and the launch of an AI security company with his sister, Romy Lifshitz. He highlights threats to rapidly expanding AI infrastructure—including model sabotage, escape, and theft—and introduces their *Secure Acceleration* report outlining ways to protect AI systems as they advance. (59:38) - Leif Abraham discusses Public.com’s launch of AI agents for prediction markets focused on market-moving events rather than sports or entertainment. The co-founder and co-CEO explains how sophisticated investors use these agents to automate portfolio strategies, including trading, risk management, options income, and tax-loss harvesting. (01:09:33) - Diogo Almeida discusses founding and leading TypeSafe AI, whose viral launch has driven overwhelming demand for its developer-focused AI model. He explains that the technology enables reliable automation through fast, structured, calibrated judgments rather than text generation or complex reasoning, making routine workflows easier to integrate into software. (01:18:54) - Hooman Reza Nazad, co-founder and CEO of Silco Industries, discusses the company’s $75 million raise to build a Nevada rare-earth metallization plant. He explains Silco’s shift from recycling to mined materials, the West’s rare-earth processing bottleneck, and its plans to supply cost-competitive metals to automotive and defense customers. (01:27:34) - Jordan Nanos discusses SemiAnalysis’s ClusterMAX 3 rankings, explaining how hands-on testing evaluates AI neoclouds by performance, network design, software support, and failure recovery. He highlights CoreWeave and Nebius as leading providers while predicting expansion from inference platforms, chip startups, crypto miners, and legacy cloud operators. (01:45:03) - Erica Alden Davenedictus discusses her work as co-founder and CEO of Pioneer Labs, a nonprofit engineering biological systems to support human life on Mars. She explains the company’s development of microbes that convert Martian resources into bioplastics, its plans for additional organisms, potential mission timelines, and the legal and ecological concerns surrounding the introduction of Earth life to Mars.
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MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
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Codex - http://openAI.com/codex
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Thu, 24 Sep 2026 - 683 - Jensen’s Ezra Interview, EV News, Nathan Fielder’s Elizabeth Holmes Doc | Diet TBPN
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
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.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/@TBPNLiveWed, 23 Sep 2026 - 682 - Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross(00:49) - Jensen vs AI Alarmism (19:33) - New Model Reactions (28:54) - Saudi EVs (31:00) - "You Can See Everything" New Trailer Reaction (36:40) - Cristiano Amon discusses Qualcomm’s vision for AI-powered smartphones, vehicles, data centers, and emerging wearable devices. The Qualcomm president and CEO highlights rising demand for computing, the importance of on-device AI, and the company’s push for an open-source AI software ecosystem. (48:41) - Talia Goldberg, a partner at Bessemer Venture Partners, discusses emerging AI opportunities, including physical AI, “token market fit,” and personal agents. She also outlines Bessemer’s new $5.75 billion fund and its strategy of making selective, substantial investments in early-stage and high-growth companies. (01:00:22) - John and Louis Antonelli discuss co-founding Real, a social sports app that transforms live statistics into fast, engaging, community-driven content. They explain the platform’s growth through sports fan pages, real-time notifications, digital collectibles, AI-powered moderation, and plans to expand into more sports and live events. (01:25:25) - Max Levchin, founder and CEO of Affirm, discusses the company’s UK expansion with Amazon, its breakthrough attention-based underwriting models, and the advantages of operational discipline and transparency. He also explains why existing financial infrastructure can support AI agents and how Affirm’s dedicated developer-productivity team has increased AI-assisted coding while reducing costs. (01:43:48) - Sam Ross, co-founder and CEO of Numeral, discusses the company’s $100 million funding round and its mission to automate global sales tax and VAT compliance. He explains that the capital will primarily support R&D, AI-powered tax advisory tools, and solutions that reduce manual work for tax professionals.
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Wed, 23 Sep 2026 - 681 - Harvey’s Margins, Are Insects Worth More Than Humans?, Meta Tests Human Help for Muse | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveTue, 22 Sep 2026 - 680 - Harvey's Margin Whiplash, Human Powered Agents, McLaren Rebrand, Insects > Humans? | Ben Thompson, Gagan Biyani, Alex Ratner, Peter Kalogiannis, Daniel Petkevich(01:32) - Harvey's Margin Whiplash (12:54) - Insects > Humans? (26:44) - Human Powered Agents (45:59) - McLaren Rebrand (50:27) - Toy Sales Growth Driven by Adults (56:12) - Ben Thompson, founder of the technology analysis publication Stratechery, discusses how AI agents, personal assistants, and future robotics can eliminate tedious real-world tasks. He also explores consumer behavior, arguing that people value relief from everyday friction but still enjoy activities like shopping, while Amazon’s logistics infrastructure gives it a durable advantage over Shopify and other competitors. (01:38:16) - Gagan Biyani, CEO of Horowitz Andreessen Academy, discusses the new for-profit San Francisco school for young builders, backed by $42 million in funding. He outlines its tuition-free founding class of 50 students, one-year immersive program beginning in fall 2027, and mission to prepare students for entrepreneurship or impactful roles at established companies. (01:45:21) - Alex Ratner discusses Snorkel AI’s $350 million funding round and the shift from high-volume training data to precise, specialized data targeting model weaknesses. The Snorkel AI co-founder argues that recursive self-improvement will continue to require human expertise, real-world input, and sophisticated combinations of people and AI. (01:53:24) - Peter Kalogiannis discusses Swarm Aero’s Gamera, a low-cost autonomous aircraft designed for long-range missions and large payloads. The co-founder and CEO explains the company’s integrated approach to aircraft manufacturing, scalable production, and swarm autonomy, with a focus on potential operations in the Pacific. (01:57:55) - Daniel Petkevich discusses his entrepreneurial career, including founding Fair Square Medicare and Trim, and his current car show, *Cars and Capitalists*. He also shares predictions about the Tesla Roadster and describes building an open-source quadruped robot dog.
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Tue, 22 Sep 2026 - 679 - AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveMon, 21 Sep 2026 - 678 - Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw(01:46) - AI Video Models (22:59) - Seedance Strategy (29:40) - Meta Up Big (31:10) - Amazon Blocks Muse (44:19) - Augustus Doricko discusses Rainmaker’s $100 million Series B and its mission to address global water shortages through autonomous drone-based cloud seeding. He explains the company’s work with data centers, ski resorts, governments, and researchers, as well as how AI is accelerating its atmospheric science and weather-modification capabilities. (57:45) - Vinod Khosla discusses the emerging personal-agent market, arguing that consumer trust, transparency, task completion, and secure payments will determine success rather than traditional platform lock-in. The venture capitalist and founder of Khosla Ventures predicts that startups may outperform large technology companies by building unbiased agents that work across users’ preferred channels, protect their interests, and reliably complete tasks. (01:21:47) - Aaron Levie discusses how AI agents are strengthening enterprise software by increasing demand for secure, authoritative data platforms like Box. The Box co-founder and CEO also explores personal agents’ potential to reduce consumer friction, alongside the industry’s need to balance rapid innovation with security, safety, and regulation. (01:48:26) - Ron Biscardi discusses co-founding and leading iConnections, a technology-driven capital introduction platform connecting institutional investors with alternative fund managers. He also explains Tomorrow X, an accessible technology conference designed to connect retail investors and independent analysts with leading executives and investors. (01:58:00) - Ben Hylak discusses Raindrop, the AI-agent reliability company he co-founded, and its new simulation tools for detecting and preventing production issues. He explores enterprise AI adoption, company-specific agent alignment, AI-generated content and branding, Raindrop’s $35 million fundraise, and the potential capabilities of Tesla’s forthcoming Roadster. (02:27:17) - Lucas Shaw discusses major shifts in Hollywood, including David Ellison’s Paramount–Warner Bros. deal, the film industry’s recovery, and Apple’s streaming strategy. A Bloomberg entertainment reporter, Shaw also examines the intensifying competition between Netflix and YouTube for creators and the potential benefits of greater platform competition.
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Mon, 21 Sep 2026 - 677 - Snap Launches SPECS, Paramount Eyes Nashville Offices, OpenAI Explores $1.2T Valuation | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveThu, 17 Sep 2026 - 676 - Snap Launches Specs, Paramount Eyes Nashville, Japan's Monks Turn to Investing, New Clip from 'The Social Reckoning' | Aaref Hilaly, David Gross, Max Junestrand, Chase Lochmiller, Jesse Zhang, Nilam Ganenthiran & Leonard Tang, Joe Weisenthal(02:34) - Snap officially launches Specs (27:18) - Paramount scouts offices in Nashville (30:25) - Reacting to new clip from 'The Social Reckoning' (41:00) - Japan’s monks turn to investing (55:51) - Aaref Hilaly discusses Bain Capital Ventures’ post-AGI investment strategy, arguing that abundant intelligence will unlock transformative opportunities in robotics, drug discovery, simulation, and AI applications. A partner at Bain Capital Ventures, he also explains the firm’s $1.6 billion fund, its early-stage focus, and its approach of backing ambitious founders while connecting them with Bain Capital’s broader network of real-world businesses. (01:08:30) - David Gross, managing partner at Bain Capital, discusses his career in Japan and the firm’s evolution across private equity, venture capital, and life sciences. He highlights Bain’s focus on operational transformation, investor alignment, AI-enabled value creation, and macroeconomic analysis. (01:26:49) - Max Junestrand discusses how Legora helps legal teams integrate AI deeply into their workflows by routing tasks across multiple models, reducing costs, and consolidating legal capabilities into one platform. The Legora co-founder also highlights the company’s Salesforce partnership, rapid growth, acquisition strategy, and the transformative impact of AI on legal work, billing models, and litigation. (01:38:54) - Chase Lochmiller, co-founder and CEO of Crusoe, discusses the company’s growth from small, energy-efficient Bitcoin mining operations to gigawatt-scale AI infrastructure. He highlights Crusoe’s expanding Texas campus, modular Spark data centers, renewable and nuclear energy projects, and newly announced Series F funding. (01:49:11) - Jesse Zhang discusses Decagon’s international expansion, including its new São Paulo office, and how customer demand guides market selection. He also explains the challenges of deploying AI customer-service agents and optimizing models for cost, performance, and especially low latency. (01:58:03) - Nilam Ganenthiran, founder and CEO of Beacon, and Leonard Tang, VP of AI Research, discuss the company’s strategy of acquiring established technology businesses and transforming them with AI. They explain how Beacon is accelerating AI adoption across real-economy industries by providing trusted tools that improve operations, growth, staffing, pricing, and resource allocation. (02:08:10) - Joe Weisenthal discusses his work as a Bloomberg journalist and *Odd Lots* podcast host, including a live show exploring Los Angeles’s economy. He offers an optimistic view of LA while examining AI risks, data centers, regulation, employment, interest rates, economic data, and how AI is changing communication and everyday life.
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Thu, 17 Sep 2026 - 675 - METR and AI Regulation, Zuck Pushes Back on AI Slowdown, Fed Hikes Rates | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveWed, 16 Sep 2026 - 674 - Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller(00:52) - Third Party Evaluators (14:00) - Fed Hikes Rates (18:47) - Zuck Pushes Back On AI Slowdown (37:44) - Kalshi's AI Compute Market Closed (49:45) - Jeremy Allaire discusses Circle’s launch of Arc, a blockchain-based economic operating system designed for payments, capital markets, and trusted AI-agent transactions. The Circle co-founder, chairman, and CEO also explains how stablecoins such as USDC could reduce payment costs and expand global financial access, while addressing evolving U.S. cryptocurrency regulation. (58:29) - Timeline Reactions (01:05:21) - Tomasz Tunguz, founder and general partner at Theory Ventures, discusses AI regulation, liability, inference infrastructure, open-source models, and investment opportunities across the AI stack. He also examines soaring valuations for AI companies, agent economics and monetization, software acquisitions, and venture capital liquidity. (01:26:39) - William Layden discusses how Roon’s modular AI data centers convert surplus utility-scale solar power into computing capacity. He explains the technology’s rapid deployment, potential applications for wind and other renewable sources, and his belief that solar energy will power the future of computing. (01:35:25) - Justin Beroz, founder and CEO of Rainco, is a mechanical engineer and theoretical physicist developing mathematical tools to solve turbulence. Justin Beroz discusses the practical limits of the Navier–Stokes breakthrough, AI-generated proofs, and Rainco’s plans to commercialize more reliable fluid-simulation software and eventually turbulence-control hardware. (01:47:30) - Eli Wachs, founder of Footprint, discusses building an AI operating system that helps financial institutions detect, investigate, and prevent financial crime. He explains how Footprint uses AI agents, extensive data access, and case memory to investigate every transaction, counter increasingly sophisticated criminal networks, and reduce the multitrillion-dollar global impact of fraud. (01:58:31) - Sean McCarthy discusses his role as co-founder and CEO of Back Ops, an AI-native platform that automates supply-chain back-office operations. He explains how the company reduces operating costs, improves claims approval rates, integrates with systems ranging from spreadsheets to mainframes, and plans to use its $42 million Series B to expand across retail, manufacturing, and pharmaceuticals. (02:05:52) - Tom Mueller discusses Impulse Space’s $808 million Series D financing, its Mira and Helios spacecraft, and growing opportunities in orbital transportation and government launch programs. The founder and CEO also reflects on SpaceX’s engineering culture, AI adoption, spacecraft reliability, and the challenges of hiring experienced aerospace and software talent.
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Wed, 16 Sep 2026 - 673 - Interest Rates Spike, Politicians Take Sides on the AI Safety Debate, Time’s AI Cover | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveTue, 15 Sep 2026 - 672 - High Interest Rate Phenomenon, Driscoll's China Bet Backfires, Who Votes on AI Safety? | Stephen Colbert & Josh Kline, Jim VandeHei, Steve Menneto, Matthew Wilson, Rune Kvist, Tyler Bahl, James Cadwallader(01:10) - High Interest Rate Phenomenon (17:46) - WSJ Opinion: 'The People Get a Vote on AI Safety' (30:00) - Timeline Reactions (51:45) - Driscoll's China Bet Backfires (57:47) - Jim VandeHei, co-founder and CEO of Axios, discusses his book *Simplify*, which presents a system for increasing productivity by focusing on high-value work and eliminating or automating unnecessary tasks. He also explores AI’s potential to streamline business operations, expand media distribution, augment employees, and create new opportunities without replacing essential human creativity, leadership, and judgment. (01:15:00) - Steve Menneto, president and CEO of Malibu Boats, discusses the company’s nine-brand portfolio, global expansion, vertical integration, and nearly $1 billion in revenue. He also covers boating-market trends, premium consumer demand, electric and autonomous technologies, skilled-labor needs, defense opportunities, and the customer purchasing journey. (01:30:00) - Matthew Wilson discusses Jack and Jill, an AI-assisted hiring platform where he serves as co-founder and CEO. He explains how its agents connect professionals with suitable jobs and companies with qualified candidates, reducing the noise created by AI-generated applications and recruitment outreach, and notes that the company has raised $40 million. (01:39:25) - Rune Kvist, an entrepreneur focused on frontier AI risk, discusses his company’s $40 million Series A and its work developing AI safety standards, audits, and insurance. He explains how liability frameworks and insurer-led oversight could align incentives, improve trust, and enable continued AI innovation while managing catastrophic risks. (01:48:59) - Tyler Bahl, a marketing executive at Activision, discusses his career journey and work bringing Call of Duty: Modern Warfare 4 to market. He explains the franchise’s marketing strategy, gameplay evolution, creator partnerships, AI use, esports, and efforts to serve its broad community. (02:23:03) - Stephen Colbert and Josh Kline discuss his passion for "The Lord of the Rings" and their work developing Scripto, a collaborative production platform designed to improve communication and efficiency across entertainment teams. The comedian, writer, and television host also reflects on sustainable creative processes, expresses optimism about filmmaking, and encourages aspiring creators to stop waiting for permission and make their own work. (02:44:58) - James Cadwallader discusses Profound’s $180 million funding round and its rapid adoption among major global brands. He explains how Profound helps marketers understand and improve their visibility across AI platforms, create content for AI agents, and manage advertising, with the broader goal of becoming the leading AI marketing company.
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Tue, 15 Sep 2026 - 671 - The AI Slowdown Debate | Diet TBPN
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:
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https://www.youtube.com/@TBPNLiveMon, 14 Sep 2026 - 670 - The AI Slowdown Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei(04:30) - The "Pacing AI" Debate (27:51) - Nico Wittenborn discusses his journey from growing up in Germany and selling refurbished iPhones to founding Adjacent, a solo-GP venture firm. He shares his investment strategy across consumer subscriptions, AI, hardware, and European technology, highlighting investments such as Speechify, Oura, Revolut, and Bending Spoons. (01:00:18) - Scott Keogh, CEO of Scout Motors and an automotive industry veteran, discusses reviving the iconic American SUV brand as a modern manufacturer of rugged electric vehicles. He outlines Scout’s U.S. manufacturing expansion, direct-to-consumer sales and service strategy, and plans to deliver durable, driver-focused SUVs and trucks beginning in 2028. (01:32:21) - Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the resilience of enterprise software, AI-driven disruption, and the importance of strong balance sheets for continued innovation. He also explores America’s accelerating wealth creation, booming luxury-asset markets, AI regulation and cybersecurity risks, and opportunities to acquire mature, overcapitalized technology companies. (02:00:00) - David Rosenthal discusses how he and Ben Gilbert research companies for "Acquired", focusing on Home Depot’s extraordinary growth and status as the best-performing U.S. public stock since its 1981 IPO. He highlights its scale, employee ownership culture, professional customer base, e-commerce strategy, and resilience through leadership challenges and changing retail trends. (02:31:32) - Faraj Aalaei discusses his four decades in semiconductors and his role as founder and CEO of Cognichip, following two successful semiconductor startups. He explains how Cognichip’s specialized AI aims to dramatically reduce chip development time, cost, and risk by automating routine engineering tasks and enabling designers to focus on innovation.
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Mon, 14 Sep 2026 - 669 - Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveFri, 11 Sep 2026 - 668 - Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal(01:54) - Washington on AI Risk (23:07) - 𝕏 Timeline Reactions (34:23) - Fruitfly Hard Takeoff (41:07) - Thijs Simonian discusses his exploratory robotics work as an OpenAI intern, including connecting Codex to an inexpensive, open-source robotic arm that can plan, paint, monitor its progress, and improve through iteration. He highlights the potential for affordable robots to handle everyday tasks such as sorting mail or cooking, while noting current limitations in speed, cost, image processing, and safety. (55:31) - Alex Heath & Guy Oseary. Alex Heath discusses his transition from veteran technology journalist and Sources podcast host to venture investor at Sound Ventures. He explains how years of interviewing leading founders sharpened his instinct for evaluating companies and outlines his continued plans for insightful podcasts and newsletters covering technology, AI agents, and entrepreneurship. Guy Oseary is a music executive, talent manager, and technology investor who manages Madonna and the Red Hot Chili Peppers and previously managed U2. He is also a co-founder and general partner of Sound Ventures, the venture firm he started with Ashton Kutcher, and previously served as chairman of Maverick Records, where he helped build a label that sold more than 100 million albums. (01:27:29) - Mitesh Agarwal discusses Positron AI’s development of memory-focused inference chips designed to offer scalable, cost-efficient alternatives within Nvidia’s ecosystem. He covers rapid semiconductor development, strong demand from hyperscalers and AI labs, manufacturing and deployment challenges, and the importance of open-source software and customer-specific optimization.
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Fri, 11 Sep 2026 - 667 - AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveThu, 10 Sep 2026 - 666 - YC Demo Day, Spoon = Bent (Again), iPhone Duo Reactions | Garry Tan, Om Buddhdev, Karen Serfaty, Antonio Li, Edward Ge, Alfredo Gonzalez(01:47) - The Future of AI (10:57) - AI Safety Takes Over the Timeline (12:48) - Spoon = Bent (Again) (17:54) - iPhone Duo Reactions (24:17) - Garry Tan discusses Y Combinator’s growing focus on hard tech and how AI enables small teams to build ambitious hardware, software, defense, and gaming companies with fewer resources. The Y Combinator CEO predicts AI-native startups will outcompete established firms through agentic workflows while emphasizing practical cybersecurity solutions over speculative AI-safety debates. (43:56) - Om Buddhdev, co-founder and CEO of Olam Labs, discusses building realistic reinforcement-learning environments and training data to evaluate AI behaviors such as deception, collaboration, and negotiation. He highlights data and compute as key bottlenecks to AI progress, explains Olam Labs’ benchmark-driven business model, and expresses cautious optimism amid growing AI safety concerns. (52:55) - Karen Serfaty discusses Agent Card, a payments platform that enables AI agents to use consumers’ existing credit cards safely. He explains how its Vault and purchase API help personal-assistant companies securely store cards, navigate merchant websites, and complete online purchases despite anti-bot barriers. (01:00:16) - Antonio Li discusses Nori Robots’ affordable, San Francisco-built humanoid robot, designed for developers and capable of handling most household tasks through LLM-powered controls. He highlights its $1,688 price, simple claw-based design, potential applications in homes and service industries, and plans to scale production to 400 robots per month. (01:09:02) - Edward Ge discusses founding Exosat, a Singapore-based company developing sovereign satellite infrastructure as an alternative to U.S. and Chinese networks. He outlines plans for an 11,000-satellite constellation, globally flexible supply chains and launch providers, and serving countries seeking greater technological independence. (01:15:15) - Alfredo Gonzalez discusses Omanta, an AI-powered personal research lab that helps patients and clinicians analyze genomic data, understand tumor biology, and identify potentially overlooked therapies. He explains that inadequate healthcare data infrastructure is a major barrier to AI progress and shares that Omanta has reached $319,000 in monthly recurring revenue while serving more than 150 patients. (01:20:20) - 𝕏 Timeline Reactions
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Thu, 10 Sep 2026 - 665 - Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveWed, 09 Sep 2026 - 664 - Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and massive data-center infrastructure needs. The Sequoia Capital investor also highlights opportunities in energy, hardware, robotics, and industrialization, emphasizing defensible intellectual property, strong founders, and aligning investment timelines with market demand. (01:10:39) - Mikey Shulman, co-founder and CEO of Suno, discusses the launch of its faster, more expressive V6 music-generation model and partnerships designed to share revenue with artists and rights holders. He also explores how accessible AI tools can inspire everyday creativity, enhance professional music workflows, and become commonplace throughout music production. (01:35:25) - Keith Rabois discusses the durability and valuations of AI companies, emphasizing talent density, sustainable advantages, and the risks posed by disappointing IPOs or regulation. The venture capitalist and managing director at Khosla Ventures also shares his optimism about technology, skepticism toward AI doomsday predictions, and belief that investors should back companies aligned with their values. (02:01:26) - David Perell is a writer, educator, and host of the interview series *How I Write*. David Perell discusses his approach to interviewing, ambitions to create enduring media, the success of his Cultural Tutor project, and how architecture and design reflect society’s values. (02:41:32) - Jim Reilly discusses his entrepreneurial background and Charleston AI, a storefront consultancy that helps individuals and businesses understand, implement, and benefit from artificial intelligence. He explains how AI improves productivity, addresses common fears and misconceptions, and shares plans to establish a strong foundation before expanding the business. (02:52:49) - Fletcher Richman discusses Type, a shared AI workspace that helps nontechnical teams collaboratively build and deploy AI-powered tools. He explains the company’s focus on midsize businesses, particularly direct-to-consumer e-commerce teams, and its recent $4 million funding round.
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Wed, 09 Sep 2026 - 663 - OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveTue, 08 Sep 2026 - 662 - Math Wars, GG Navier Stokes, Greg Brockman Joins | Dan Wright, Eric Seufert, Scott Wu, Sahir Jaggi, Andrew Borovsky, Harry Mellsop(00:57) - Math Wars (14:38) - Astra Reactions (26:47) - Trailer Zone (39:19) - AI Job Boom Beats the Doom (52:57) - 𝕏 Timeline Reactions (01:02:27) - Dan Wright discusses Armada’s mission to bring modular AI infrastructure to underserved regions as the “hyperscaler for the edge.” He highlights the company’s rapid growth, scalable Galleon data centers, use of stranded renewable energy, and focus on speed, scale, data sovereignty, and real-time edge computing. (01:12:07) - Eric Seufert, founder of Mobile Dev Memo and an expert on mobile advertising and digital platforms, discusses the convergence of Netflix and YouTube, Apple’s expanding advertising ambitions, and Meta’s AI strategy. He argues that advertising—particularly conversion-optimized auctions—will remain the most scalable way to monetize streaming, AI agents, and digital commerce. (01:48:28) - 𝕏 Timeline Reactions (01:49:49) - Scott Wu discusses Cognition’s fundraising, the rapid advancement of AI agents, and Devin’s growing role in enterprise software development and cybersecurity. He explains that effective orchestration depends on combining models, tools, and context, while emphasizing AI’s remarkable progress in mathematics and real-world applications. (02:10:49) - Greg Brockman discusses OpenAI’s advances in mathematical reasoning, computer use, image generation, healthcare, and agentic AI. The OpenAI co-founder and president emphasizes how increasingly capable, unified AI tools could generate new knowledge, solve everyday problems, transform healthcare, and empower people while being developed safely. (02:35:42) - Sahir Jaggi discusses Forest, the AI Network for Medicine he founded and leads, and its rapid growth to a $3 billion valuation while serving patients, physicians, and major biopharma companies nationwide. He explains how Forest uses AI and healthcare data to streamline clinical trials, drug launches, distribution, and patient access, ultimately making medicine development faster, cheaper, and more predictable. (02:43:57) - Andrew Borovsky discusses Split, a fintech company that gives consumers flexibility to schedule major bill payments around their income. He explains its cash-flow underwriting model, ACH-based payment technology, rapid growth to nearly $80 million in annualized originations, and recent Series A and B fundraising rounds led by Khosla Ventures. (02:52:14) - Harry Mellsop discusses his work as co-founder and CEO of Antioch, a startup developing simulation technology for physical AI and autonomous systems. He explains Antioch’s hybrid approach to narrowing the simulation-to-reality gap, accelerating robotics development through data flywheels, and serving markets ranging from humanoid robots and autonomous vehicles to Amazon Ring devices.
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Tue, 08 Sep 2026 - 661 - Greg Brockman on Astra and the Future of OpenAI
This is our full interview with OpenAI Co-Founder and President Greg Brockman.
We discuss how OpenAI solved the Navier-Stokes Millennium Prize problem, what Astra reveals about the future of computer use, why AI is shifting from chatbots to agents that can actually do work for you, how ChatGPT could transform healthcare, why image generation is unlocking entirely new applications, what OpenAI learned from Operator, and where AI goes from here.
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https://www.youtube.com/@TBPNLiveTue, 08 Sep 2026 - 660 - Astra Reactions, Jobs Print, Cybercab Launch | Diet TBPN
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.
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https://www.youtube.com/@TBPNLiveFri, 04 Sep 2026 - 659 - Jobs Boom, Astra Reactions, Cybercab Roll Out, The Dyson Debate | Hunter Somerville, Bar Winkler, Bridgit Mendler, Carina Hong & Ken Ono(00:49) - Astra Reactions (21:43) - Jobs Report (41:20) - The Dyson Debate (51:17) - Cybercab Roll Out (58:00) - Hunter Somerville discusses his role as co-head of venture and growth equity at StepStone Group, where he invests across funds, direct deals, and secondary transactions. He examines the difficult fundraising environment for emerging managers, inflated valuations and SPV fees, cap-table management, liquidity challenges, and opportunities in AI, deep tech, hard tech, energy, defense, and biotech. (01:31:34) - Bar Winkler discusses Wonderful, the applied AI company he co-founded and leads as CEO, which operates across 33 markets and recently raised a $550 million Series C. He explains how its AI operating system helps large enterprises deploy agents and applications across customer support, back-office processes, coding, and legacy system replacement, with the long-term ambition of becoming foundational infrastructure comparable to Microsoft. (01:42:36) - Carina Hong discusses her work as founder and CEO of Axiom Math, where she develops AI tools for mathematical discovery and formal verification. She highlights AxiomâÂÂs record-setting progress on major problems, its competition with leading AI labs, and the potential for verification technology to improve mathematics, software, and scientific research. (02:00:15) - Bridgit Mendler, CEO and co-founder of space communications startup Northwood Space, discusses the companyâÂÂs international ground-station network, compact antenna systems, and growing production capacity. She explains how Northwood aims to provide satellites with high-throughput, reliable connectivity while helping operators maximize valuable data amid rising demand and potential launch constraints.
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Fri, 04 Sep 2026 - 658 - Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
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.
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Thu, 03 Sep 2026 - 657 - Pablo Torre Explains the Steve Ballmer & Kawhi Leonard Scandal
This is our full interview with Pablo Torre.
We discuss how he uncovered the alleged scheme to funnel $48 million to Kawhi Leonard, why Steve Ballmer risked circumventing the NBA salary cap, how money was routed through companies tied to the Clippers, why the NBA handed Ballmer a historic punishment, whether he could be forced to sell the team, what happens if he goes to war with the NBA, and more.
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https://www.youtube.com/@TBPNLiveThu, 03 Sep 2026 - 656 - Model Mayhem, NVIDIA x Hugging Face Deal, GPT-6 Astra | Pablo Torre, Mohit Aron, Akshay Narisetti, Hari Ravichandran, Matt Caldwell & Jordy Leiser, Jeff Thornburg, Charlie O’Neill, Sridhar Ramaswamy(00:19) - Model Mayhem (13:12) - Why NVIDIA Bought Hugging Face (23:55) - 𝕏 Timeline Reactions (31:25) - Pablo Torre discusses his investigation into an alleged salary-cap circumvention scheme involving Clippers owner Steve Ballmer and Kawhi Leonard. The investigative journalist and host of Pablo Torre Finds Out explains the evidence, the NBA’s punishment, and why Ballmer’s threatened legal battle could further damage the team. (55:06) - Mohit Aron is the founder of SaiFin and previously founded enterprise technology companies Cohesity and Nutanix. Aron discusses SaiFin’s mission to use AI to unify fragmented go-to-market context, support real-time decision-making, and serve companies of all sizes while keeping humans involved to ensure accuracy. (01:01:09) - Akshay Narisetti, founder of Pocket, discusses building an AI-powered recording device that has sold 300,000 units by making professional note-taking more convenient and reliable than phone apps. He explains Pocket’s hardware, subscription model, privacy safeguards, specialized transcription technology, and plans for agents that turn conversations into reports, presentations, and other work products. (01:18:12) - Hari Ravichandran, founder and CEO of consumer security company Aura, discusses the growing threat of AI-enabled scams, identity theft, and data breaches affecting families and businesses. He explains Aura’s personalized, family-centered approach to digital protection, its focus on streamlined onboarding, and its growth to approximately $340 million in annual recurring revenue. (01:26:39) - GPT-6 Astra (01:31:23) - Matt Caldwell, CEO of the Minnesota Timberwolves, discusses how the team is using Jump’s direct-to-consumer ticketing platform to simplify purchases, own fan data, and deepen engagement. He also highlights AI-driven ticket pricing and broader distribution across marketplaces to increase attendance and revenue. Jordy Leiser is the co-founder and CEO of Jump, a sports technology company building an all-in-one platform for teams to manage ticketing, commerce, and the fan experience. He previously co-founded StellaService/Stella Connect, which was acquired by Medallia, and began his career in investment banking at JPMorgan. Jump now works with teams across the NBA, WNBA, MLS, and NWSL. (01:45:50) - Jeff Thornburg, a space-industry veteran and former SpaceX executive, discusses founding Portal Space Systems to build highly maneuverable spacecraft for defense and civil exploration. He highlights the company’s orbital testing progress, growing team, evolving government-industry partnerships, and the importance of tenacity and calm leadership in solving difficult engineering challenges. (01:54:15) - Charlie O, head of AI model training, discusses the future of personalized open-source models, continual learning, and Base Labs’ mission to make AI more useful through open research. He argues that task-specific models can outperform general frontier models economically and emphasizes aggregating real-world data, developing open RL environments, and exploring new ways for models to continuously acquire knowledge and values. (02:08:54) - Sridhar Ramaswamy discusses Snowflake’s strong growth, widespread adoption of its AI products, and strategy for competing in the rapidly evolving enterprise AI market. The Snowflake CEO highlights AI-driven productivity, small-team innovation, efficient token spending, internal communication, customer value, and acquisitions that strengthen the company’s data and AI platform. (02:22:41) - 𝕏 Timeline Reactions
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Thu, 03 Sep 2026 - 655 - Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN
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.
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Wed, 02 Sep 2026 - 654 - Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
This is our full interview with Jimmy Iovine.
We discuss why he and Dr. Dre started a school at USC, how they built Beats into the world's biggest headphone company, what he learned from Steve Jobs, why software companies struggle to build great hardware, how AI will transform music, what's broken about Spotify and streaming, and more.
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https://www.youtube.com/@TBPNLiveWed, 02 Sep 2026 - 653 - Yapping in Neuralese, GoPro v2, Jimmy Iovine in the Ultradome | Nikesh Arora & Andrei Serban, Kurt Tenenbaum, Philip Johnston(00:58) - Yapping in Neuralese (08:50) - 𝕏 Timeline Reactions (11:47) - Markiplier Sends GoPro Stock Flying (19:42) - 𝕏 Timeline Reactions (36:13) - Elon Wants to Make Power Turbine Components (41:29) - Maersk Brings Sails Back (44:04) - Nikesh Arora, chairman and CEO of Palo Alto Networks, discusses the growing cybersecurity risks posed by increasingly powerful AI models and the need to fight AI-driven attacks with AI-powered defenses. He also explains Palo Alto Networks’ use of small, specialized models, its AI-focused hiring strategy, and its partnership with Console to expand agent-based security and IT operations. (01:03:14) - Kurt Tenenbaum, a senior managing director at Blue Owl Capital focused on AI compute infrastructure, discusses financing GPUs and other equipment within data centers. He highlights Blue Owl’s IRIN deal, its focus on short-duration financing for non-investment-grade operators, and the capital and regulatory challenges facing AI infrastructure development. (01:10:10) - Philip Johnston discusses StarCloud’s $250 million funding extension, plans to secure launches and expand manufacturing, and partnerships with Nvidia and Cisco. He also highlights successful GPU-powered satellite tests, government and military applications, upcoming launches, and the importance of diversifying launch providers. (01:14:51) - Jimmy Iovine is a legendary music executive, producer, and entrepreneur who co-founded Interscope Records and, with Dr. Dre, co-founded Beats Electronics. He began his career engineering and producing for artists including John Lennon, Bruce Springsteen, Tom Petty, and Stevie Nicks, later building Interscope into one of the most influential labels in music. Apple acquired Beats for $3 billion in 2014, and Iovine and Dr. Dre also co-founded the USC Iovine and Young Academy.
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Wed, 02 Sep 2026 - 652 - LIVE From CrowdStrike's Fal.Con 2026 | George Kurtz, Michael Sentonas, Daniel Bernard & Justin Boitano(00:03) - George Kurtz discusses CrowdStrike’s new AI security products, including Falcon Guardian and an agentic security platform developed with Nvidia. The CrowdStrike co-founder and CEO explains how AI is accelerating cyberattacks and defenses, emphasizing scalable threat detection, deterministic security, continuous red-team/blue-team learning, and responsible AI adoption. (20:31) - Michael Sentonas discusses his role as CrowdStrike’s president, overseeing go-to-market, product, engineering, research, and threat-hunting teams. He explains how AI is accelerating cyberattacks and social engineering, emphasizes collaboration among businesses and governments, and highlights CrowdStrike’s focus on customer security, innovation, and cost-efficient solutions. (41:53) - Daniel Bernard discusses his role as CrowdStrike’s chief business officer and the company’s close partnership with Nvidia. He highlights SafeMind, a cybersecurity AI platform built on Nemotron that uses specialized models and harnesses to provide faster, more affordable, always-on protection against evolving threats. Justin Boitano is Vice President of Enterprise AI at NVIDIA, where he leads the company’s enterprise accelerated computing and AI business, helping organizations deploy AI infrastructure, models, and agents at scale. He previously led marketing and business development at Frame, a cloud application platform acquired by Nutanix.
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Tue, 01 Sep 2026 - 651 - Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
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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Console - https://www.console.com
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NYSE - https://www.nyse.com
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Mon, 31 Aug 2026 - 650 - WE'RE BACK, Meta Addiction, Tim Cook's Last Day | Jordan Schneider, Robert Mendelsohn & Eric Olszewski, Billy Thalheimer, Aaron Cannon, Stephen Balaban(03:29) - Meta Addiction (20:32) - Tim Cook's Last Day (31:33) - OpenAI's Jalapeño Chip (39:48) - 𝕏 Timeline Reactions (58:39) - Jordan Schneider discusses China’s low-cost EVs, opposition to data centers, ineffective influence operations, AI-generated media, online censorship, and technology investment. The ChinaTalk founder and editor-in-chief also examines DeepSeek’s strategy and chip constraints, China’s employment climate, surveillance, flying vehicles, and corruption within the military’s Rocket Force. (01:35:01) - Robert Mendelsohn & Eric Olszewski. Robert Mendelsohn co-founder of Actinide, discusses the startup’s breakthrough production of HALEU, a specialized uranium fuel for next-generation nuclear reactors. He explains how Actinide modernized Manhattan Project-era Calutron technology and is navigating technical, regulatory, and commercialization challenges to scale isotope enrichment in the United States. Eric Olszewski is the co-founder and CEO of Actinide, an advanced materials company building electromagnetic isotope-separation technology for nuclear energy, medicine, and other frontier industries. In August 2026, Actinide announced it had produced research quantities of HALEU, the enriched uranium fuel needed by many next-generation nuclear reactors, using a Texas-built modern calutron. Olszewski previously co-founded the blockchain infrastructure company Transmute. (01:42:19) - Billy Thalheimer discusses Regent’s $240 million Series B, growing commercial and defense orders, and plans to scale its Rhode Island Seaglider factory. He explains the company’s electric and hybrid propulsion strategies, global coastal transportation opportunities, international expansion, and commitment to rigorous safety standards. (01:55:12) - Aaron Cannon discusses Outset’s growth and its launch of AI-powered digital twins grounded in interviews and data from individual customers. He explains how these twins help companies simulate customer reactions, research hard-to-reach audiences, and eventually anticipate business questions and recommend actions. (02:04:32) - Stephen Balaban, co-founder and CEO of AI cloud provider Lambda, discusses misinformation surrounding AI data centers and argues that accurate context can shift public opinion. He highlights their local economic benefits, efficient water use, renewable-energy potential, and strategic importance to U.S. national security and industrial growth while supporting community-level decision-making.
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Mon, 31 Aug 2026 - 649 - Tesla’s Roadster, Car Week Takes, Unwell Beverages Shuts Down | Diet TBPN
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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Fri, 14 Aug 2026 - 648 - Cursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends & More(01:16) - 𝕏 Timeline Reactions (16:37) - Cami Clark's Anthropic Influence (31:35) - South Korea Cracks Down on ETF Frenzy (37:58) - Flying Tesla Roadster (56:42) - Mansion Section (01:07:50) - 𝕏 Timeline Reactions (01:16:30) - Gen Z Makes Pickle Flavor Explode (01:22:12) - Gen Z Fashion Takes a Hit (01:24:24) - CalTech Builds a "Fraud Squad" (01:28:39) - Bezos Buys into Liverpool (01:30:38) - 𝕏 Timeline Reactions
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MongoDB - https://www.mongodb.com
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Fri, 14 Aug 2026 - 647 - North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN
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
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Thu, 13 Aug 2026 - 646 - SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole(00:37) - SaaSpocalypse Revisited (13:46) - 𝕏 Timeline Reactions (25:13) - Singer x Louis Vuitton (33:33) - North Korea Infiltrates U.S Jobs (39:06) - Aman vs Ryan Walker (50:57) - 𝕏 Timeline Reactions (54:49) - Igor Babuschkin discusses his journey from physicist to AI researcher at DeepMind and OpenAI, co-founder of xAI, and founder of River AI. He outlines River AI’s vision for personalized, user-owned models while exploring video games as AI benchmarks, real-world reinforcement learning, specialized models, GPU demand, and custom inference chips. (01:11:33) - Brannin McBee discusses CoreWeave’s strong second-quarter performance and his role as the AI infrastructure company’s co-founder. He highlights financing, data-center capacity, hardware longevity, global expansion, and CoreWeave’s ability to meet rapidly growing demand for AI computing. (01:26:34) - Garrett Langley discusses Flock Safety’s new privacy and accountability measures, including mandatory audit-log reviews and shorter data-retention recommendations. The founder and CEO addresses surveillance concerns, police misuse, regulatory challenges, and the need to balance public safety with privacy and community trust. (01:45:08) - Sonya Huang, a general partner at Sequoia Capital, discusses the unprecedented growth of AI companies and the democratization of model development across startups. She argues that application companies should increasingly own and customize their AI intelligence, while emphasizing that small internal teams can use maturing post-training tools and specialized partners to build competitive models. (01:58:01) - Sean Cole discusses Parasma’s work training lab-grown human neurons for computing tasks, including basic token prediction. He highlights biological computing’s potential advantages in energy efficiency, rapid learning, and continual adaptation, while outlining plans to automate the company’s lab and generate near-term revenue through applications such as drug testing. (02:06:06) - 𝕏 Timeline Reactions
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Thu, 13 Aug 2026 - 645 - Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
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
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NYSE - https://www.nyse.com
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Wed, 12 Aug 2026 - 644 - Kushner and Iger Buy The Lakers, Grok 4.6 Launch, NVIDIA Nemotron | Darren Rovell, Patrick Whitesell, Harjot Gill, Jeff Huber, Soren Monroe-Anderson & Shaun Maguire, Andrei Georgescu(00:29) - Kushner and Iger Buy The Lakers (11:46) - Grok 4.6 (15:52) - NVIDIA Nemotron (23:58) - Darren Rovell is a sports business reporter and industry analyst. Darren Rovell discusses the Lakers’ record-setting sale, the growing role of institutional investors in sports ownership, and the risks surrounding prediction markets, sports betting, and gambling-like commerce platforms. (43:13) - Patrick Whitesell is a veteran entertainment executive and investor who co-founded WME and now leads the investment firm Weitzel and sports agency WIN Sports. Patrick Whitesell discusses investing in creator-led media companies, his partnership with Alex Cooper’s Unwell, and how digital creators could reshape traditional Hollywood through authentic audiences, diversified businesses, and new production models. (59:09) - Harjot Gill is the co-founder and CEO of CodeRabbit, an AI developer tools company building automated code-review software that analyzes pull requests for bugs, security issues, and code quality problems. He previously co-founded Netsil, which was acquired by Nutanix, and has spent much of his career building developer infrastructure and observability products. (01:08:25) - Jeff Huber discusses Chroma’s growth and its new Zeitgeist shared-memory solution, which helps AI agents retain, retrieve, and securely share organizational knowledge. The Chroma founder and CEO also explains advances in agentic search, fast model inference, and context engineering, arguing that better memory remains essential to more capable AI agents. (01:16:08) - Soren Monroe-Anderson & Shaun Maguire. Soren Monroe-Anderson, a former world-champion drone racer and co-founder of Neros, discusses the company’s $250 million raise, rapid drone production growth, and expansion into interceptor systems. He explains Neros’ vertically integrated supply chain, modular hardware ecosystem, military and international customers, and recruitment of elite drone pilots and former special forces operators. Shaun Maguire is a partner at Sequoia Capital focused on AI, infrastructure, defense, and frontier technologies. Before joining Sequoia, he co-founded Expanse, a cybersecurity company acquired by Palo Alto Networks for $1.25 billion, and previously invested at GV (Google Ventures). He has led investments in companies including SpaceX, xAI, Bridge, Decart, and Lightmatter, and is known for backing technically ambitious founders building foundational technologies. (01:32:28) - Andrei Georgescu discusses how Vivodyne grows human tissues at massive scale to test thousands of drug candidates without relying on animal models or human trials. He explains how the technology could reduce drug-development failures, support personalized medicine, and advance safer, more effective treatments. (01:43:50) - 𝕏 Timeline Reactions
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Wed, 12 Aug 2026 - 643 - Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN
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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Tue, 11 Aug 2026 - 642 - NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen(00:28) - NVIDIA's $500B Compute Deal (10:46) - Paramount Threatens to Bounce (14:30) - Tesla Deal Could Shortcut Musk's Pay (31:34) - Europe Gets Record US Tourists (45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatile growth through COVID and the 2022 downturn, and strengthening its vertically integrated business model. He also highlights Carvana’s focus on operational improvement, nationwide expansion, AI-enabled customer experiences, and the resilience required to lead through shifting investor sentiment. (01:13:23) - Alex Edelson discusses his role as founder and GP of Slipstream Investors, a fund of funds that backs emerging venture managers and helps LPs build venture portfolios. He explains Slipstream’s disciplined approach to market cycles, manager selection, diversification, and co-investments, emphasizing patience and long-term returns over rapid deployment or fund growth. (01:38:29) - Nico Simko, co-founder and CEO of Clair, discusses building an embedded payroll platform that gives employees early access to earned wages and recently surpassed a $100 million revenue run rate. He explains how his own difficulty accessing credit inspired Clair and how the company pivoted from a standalone digital bank to integrating its services directly into trusted payroll systems. (01:44:26) - Ian McGinley discusses his experience as a Sidley Austin partner and former CFTC enforcement chief. He examines prediction markets’ growing popularity, regulatory status, benefits, and risks, including insider trading, manipulation, sports betting, and the CFTC’s evolving oversight. (01:58:40) - Conor Sen discusses his background in housing and financial markets, including his decade at Bloomberg and the launch of his Substack, The Housing Frame. He argues that the housing market may be bottoming while examining affordability, development financing, regulation, demographic shifts, institutional buyers, and the divide between wealthy cash buyers and mortgage-dependent households. (02:11:41) - 𝕏 Timeline Reactions
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Tue, 11 Aug 2026 - 641 - Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
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
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Mon, 10 Aug 2026 - 640 - Zuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian Yutko(00:41) - Zuck's AI Future (25:50) - PE Boyfriends (33:42) - Chip Nerds Dominate Dating Scene (35:22) - AI Hacks Gym (41:29) - 𝕏 Timeline Reactions (44:46) - SpaceX Moons (52:00) - 𝕏 Timeline Reactions (01:02:25) - Ryan Spoon, president of Yahoo Media Group, discusses Yahoo’s strategy for growing its sports, finance, fantasy, and video businesses. He highlights new fantasy formats, emerging sports leagues, multiplatform talent, prediction-market partnerships, and the company’s focus on increasing audience engagement and consumption. (01:23:24) - 𝕏 Timeline Reactions (01:33:48) - Nicolai Klemke discusses founding Neural Frames, a profitable, bootstrapped Berlin startup that uses AI to create polished, character-consistent music videos. He explains the company’s rapid growth, opinionated user experience, and approach to combining leading video models with accessible editing tools. (01:47:04) - Adam Goldstein & Brian Yutko. Adam Goldstein, founder and CEO of electric aircraft company Archer, discusses its acquisition of three Boeing businesses and the resulting strategic partnership. He explains how the deal combines Archer’s commercialization focus with Boeing’s autonomous aviation technologies, accelerating advanced air mobility development ahead of Archer’s planned role at the 2028 Los Angeles Olympics. Brian Yutko is the Chief Technology Officer of Boeing, where he leads the company's technology strategy and the development of next-generation commercial aircraft. Previously the CEO of Wisk Aero, he has spent his career advancing autonomous flight, advanced air mobility, and aerospace innovation, with earlier leadership roles at Aurora Flight Sciences and Boeing's future aircraft programs. (01:54:47) - 𝕏 Timeline Reactions
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Mon, 10 Aug 2026 - 639 - AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
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.
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Fri, 07 Aug 2026 - 638 - AI Viruses, OpenAI's First Device, WSJ Mansion Section | Samir Kaul, Patrick Wendell, Grant LaFontaine(01:31) - AI Viruses (08:18) - OpenAI's Device Takes Shape (16:39) - Meta Faces Major Child Safety Case (25:25) - 𝕏 Timeline Reactions (36:10) - WSJ Mansion Section (43:41) - Samir Kaul, a general partner at Khosla Ventures, discusses the firm’s investment in Jeff Dean’s Discovery Loop and its potential to apply AI to scientific research with tangible outcomes. He also shares his views on AI regulation, inflated private-market valuations, venture capital strategy, founder support, and the importance of taking bold risks to generate exceptional returns. (01:09:45) - Patrick Wendell discusses his role as Databricks co-founder and VP of Engineering, where he leads AI products and internal AI adoption. He explains how AI coding tools can nearly double engineering capacity while creating rapidly escalating consumption costs, and highlights model switching, intelligent routing, and optimization as key ways to control spending without sacrificing productivity. (01:27:30) - Grant Lafontaine discusses Whatnot’s $545 million Series G funding round at a $20 billion valuation and the live-shopping platform’s rapid growth. He explains how authentic, knowledgeable sellers can build substantial businesses with small audiences, while outlining Whatnot’s focus on customer experience, new markets, product categories, and future streaming formats. (01:44:17) - 𝕏 Timeline Reactions
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Fri, 07 Aug 2026 - 637 - More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
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.
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Thu, 06 Aug 2026 - 636 - SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen(04:00) - OpenAI Details Hugging Face Incident (12:36) - SpaceX SPV Gone Wrong (20:05) - Nikita Bier Steps Down at X (25:44) - Google Rewires AI Leadership (30:15) - 𝕏 Timeline Reactions (36:14) - Intel's Comeback (56:51) - 𝕏 Timeline Reactions (01:00:02) - Aditya Agarwal, managing partner at South Park Commons, discusses its new $575 million fund and the growing ambition of founders building capital-intensive deep-tech companies. He also covers founder dilution, AI-assisted application review, Series A fundraising, scientific diligence, and the importance of technical progress and rapid growth. (01:16:00) - Ariane Gorin, CEO of Expedia Group and a former Microsoft executive, discusses strong travel demand and Expedia’s growth despite economic uncertainty and rising prices. She explains how Expedia is using AI to personalize trip planning, improve productivity, expand partnerships with AI platforms, and build toward a personal travel-agent experience. (01:35:47) - Nick Thompson discusses his role as CEO of The Atlantic and his strategy for growing subscriptions through trusted, high-quality journalism. He explores print’s enduring value, evolving approaches to video and Substack talent, and how AI may reshape journalism, audience behavior, and the broader media ecosystem. (02:04:47) - Chris Power, founder and CEO of advanced manufacturing company Hadrian, discusses the company’s $1.37 billion raise and rapid expansion of its factories-as-a-service model for major defense and aerospace customers. He explains Hadrian’s full-stack approach to building and operating highly automated factories, its growing U.S. footprint, and its role in accelerating the adoption of emerging manufacturing technologies. (02:17:13) - Christian Mochen discusses founding Atlas Motion, a company developing motion systems for autonomous and robotic platforms, beginning with small drone motors. Drawing on experience at Toyota, Tesla, Shield AI, and Mach Industries, he explains the company’s $11.5 million seed round, software-driven manufacturing strategy, operations in Manila, and plans to bring cost-competitive production to the United States. (02:22:23) - Dylan Field discusses Figma’s strong growth, rising AI adoption, and the growing importance of design as coding becomes increasingly commoditized. The Figma co-founder and CEO explains how the company is developing AI tools that preserve human creativity and control while expanding its platform across design, code, and production workflows.
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Thu, 06 Aug 2026 - 635 - Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
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.
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Wed, 05 Aug 2026 - 634 - Google DeepMind Reorgs, Rainforest Discoveries, Monkey Prices Surge | Harley Finkelstein, John J. Giamatteo, Jeremy Allaire, Mackenzie Burnett(00:18) - Google DeepMind Reorgs (21:08) - 𝕏 Timeline Reactions (23:40) - Revolut Founder Sued Over Yacht (29:38) - 𝕏 Timeline Reactions (34:12) - China Biotech Drives Monkey Prices (38:29) - Rainforest Discoveries (41:12) - 𝕏 Timeline Reactions (45:10) - Harley Finkelstein, president of Shopify, discusses the company’s strong growth and how AI-driven agentic commerce is helping shoppers discover niche products from independent merchants. He also explains how Shopify’s AI tools, including Sidekick and Autopilot, help merchants launch, optimize, and automate their businesses more effectively. (01:04:19) - John J. Giamatteo discusses his leadership as CEO of BlackBerry and the company’s transformation from smartphones to secure embedded software. He highlights BlackBerry’s automotive operating systems, cautious use of AI, partnerships, industrial robotics growth, and enduring focus on security, trust, and innovation. (01:19:50) - Jeremy Allaire, co-founder and CEO of financial technology company Circle, discusses stablecoins’ integration into the traditional financial system, USDC’s growing role in global payments, and blockchain infrastructure’s evolution. He also highlights AI agents as a new form of digital labor, alongside the heightened cybersecurity and regulatory challenges created by powerful AI models. (01:40:03) - Mackenzie Burnett is the co-founder and CEO of Ambrook, a financial management software company built for farms, ranches, and other independent businesses in the real economy. Ambrook helps agricultural operators manage accounting, payments, and financial reporting, with the broader goal of strengthening rural businesses and American industry. (01:51:17) - 𝕏 Timeline Reactions
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Wed, 05 Aug 2026 - 633 - Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN
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.
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Tue, 04 Aug 2026 - 632 - Bending Spoons Buys Airtable, Snap Rips, Ads in BMW | Grace Li, Samir Kaji, John Quinn, Nikhil Reddy, Art Levy & Russell Kaplan, Brendan Carr(01:04) - Bending Spoons Buys Airtable (17:14) - Snap Earnings (27:02) - Apple Escalates OpenAI Lawsuit (31:08) - Ads in BMW (40:34) - 𝕏 Timeline Reactions (44:25) - Grace Lee, co-founder and CEO of Intelligence, discusses how Design Arena uses human preferences to improve AI-generated designs, games, and websites. She outlines the company’s vision for an intelligence marketplace and creative superintelligence that can turn ideas into real-world outputs with minimal friction. (59:27) - Samir Kaji, co-founder and CEO of Allocate, discusses the rapid growth of private markets, Allocate’s role connecting wealth advisors with private funds, and the risks of soaring AI valuations. He also examines emerging venture funds, solo general partners, public-market investing, and the dangers of leverage in venture capital. (01:20:59) - John Quinn discusses his successful appeal representing Perplexity against Amazon and the emerging legal challenges surrounding agentic AI, including contracts, liability, copyright, and unauthorized access. A prominent trial lawyer and founder of Quinn Emanuel, he also examines AI’s transformative impact on legal practice, data-center disputes, and litigation strategy. (01:49:31) - Nikhil Reddy discusses founding Kaizen in 2022 after working as an early engineer at Anduril, with the goal of modernizing outdated government software. He highlights Kaizen’s new counter-drone marketplace, which streamlines procurement for defense agencies, law enforcement, and allied nations while improving speed, usability, and taxpayer value. (01:59:06) - Art Levy & Russell Kaplan. Art discusses his new role as Cognition’s vice president of global partnerships, drawing on his experience building alliances and partner ecosystems. He explains how deep partnerships can drive sales, integrations, co-marketing, and acquisitions while helping Cognition expand globally and attract talented founders. (02:13:12) - Brendan Carr discusses his work as FCC chairman to strengthen U.S. technology and national security while reducing regulatory barriers. He covers restrictions on foreign-made robotics and drones, safer electronics testing, school screen time, satellite internet, and efforts to streamline FCC rules and approvals.
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Tue, 04 Aug 2026 - 631 - Hank Green Faces AI Backlash, Astra Makes 10 Math Advances, Million-Dollar Solo Firms | Diet TBPN
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.
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Mon, 03 Aug 2026 - 630 - Astra Ends Math, 1 Person $1M Companies, Hank Green Is Absolutely Right | John Gruber, Shaun Maguire & Isaiah Taylor, Justin Lopas, Beau Gaston, Ron Arel(02:08) - Hank Green Is Absolutely Right (17:03) - Astra Ends Math (21:50) - 1 Person $1M Companies (40:33) - 𝕏 Timeline Reactions (51:52) - Meta Faces an AI Timing Problem (57:45) - 𝕏 Timeline Reactions (01:03:31) - John Gruber, a technology writer and founder of Daring Fireball, discusses Apple’s response to rising component costs, its move toward lower-priced products and leasing, and its delayed but practical approach to AI. He also examines Apple’s complex relationship with Google, the risks of advertising within its ecosystem, and the possibility of an AI-related silicon acquisition. (01:42:22) - Shaun Maguire & Isaiah Taylor. Shaun Maguire discusses Sequoia’s high-conviction $1 billion investment in Isaiah Taylor’s nuclear energy company, highlighting Taylor’s exceptional intensity, talent, and focus on simple, scalable reactor designs. Their conversation covers the company’s plans for massive nuclear “gigasites,” recruiting elite engineers, powering AI infrastructure, and eventually producing cheaper industrial commodities. (01:57:54) - Justin Lopez discusses Base Power’s new Texas battery factory, $1 billion funding round at a $13 billion valuation, and custom home battery system. He explains how Base provides affordable, reliable electricity through distributed energy storage and outlines its measured expansion into new markets through utility partnerships and localized operations. (02:11:34) - Beau Gaston discusses his passion project: a powerful, demon-like quadruped robot designed to operate dangerous tools such as chainsaws in hazardous environments. He explains that its centaur form provides stability and mobility on rough terrain, while its intimidating appearance deliberately warns people of its strength and potential danger. (02:26:54) - Ron Arel discusses his work as co-founder of Intology, a San Francisco company developing autonomous systems to automate scientific discovery and AI R&D. He outlines progress in automated language-model post-training, the challenges of costly verification and experimentation, and the company’s goal of deploying systems that autonomously conduct end-to-end research and produce discoveries.
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Mon, 03 Aug 2026 - 629 - Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
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.
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Fri, 31 Jul 2026 - 628 - Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick(00:27) - Leopold is Back! (29:21) - Big Tech Earnings (32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship. (01:00:15) - Trae Stephens, co-founder of Anduril and general partner at Founders Fund, discusses volatile venture valuations, responsible fundraising, and the evolving defense-tech ecosystem. He also covers Anduril’s autonomous aircraft and rapid manufacturing expansion, the case for mandatory civil service, and Founders Fund’s investment strategy. (01:34:39) - Blake Resnick, founder and CEO of public-safety drone company BRINC, discusses the company’s $125 million capital raise and tours its drones, recharging pods, R&D facilities, and factory. He explains BRINC’s plans to deploy autonomous emergency-response drones nationwide, its strategic partnership with Motorola Solutions, and opportunities for innovation across the domestic drone supply chain. (01:53:47) - 𝕏 Timeline Reactions
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Fri, 31 Jul 2026 - 627 - The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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.
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Thu, 30 Jul 2026 - 626 - Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev(00:17) - Leopold Sold (12:14) - Martin Shkreli discusses the leveraged collapse of a major AI-focused hedge fund, explaining how forced liquidation, predatory short-selling, and excessive position sizing can rapidly destroy a portfolio. The former hedge fund manager and pharmaceutical executive also examines Citadel’s reported acquisition of the fund’s assets, the broader correction in AI stocks, and Wall Street’s recurring failure to heed the risks of leverage. (56:19) - Ferrari Undefeated (01:06:24) - Guillaume Verdon, founder of Extropic, discusses the company’s thermodynamic computing technology, which uses probabilistic electronics to run generative AI workloads with far greater energy efficiency. He also covers potential applications, government support for domestic chip manufacturing, AI safety and accelerationism, and the challenges of building a deep-tech company while maintaining a prominent public voice. (01:19:16) - 𝕏 Timeline Reactions (01:20:36) - Lulu Meservey discusses how founders and CEOs can build lasting relevance through consistent, authentic, and strategically focused communication rather than rage bait, viral stunts, or excessive media appearances. Drawing on her communications expertise at Rostra, she argues that leaders should prioritize trust, audience fit, principled messaging, and approaches that suit their individual personalities. (01:47:35) - Michael Kim is the founder of Cendana Capital, an institutional investor focused on pre-seed and seed-stage venture funds. Michael discusses Cendana’s growth, its approach to identifying promising fund managers, the importance of founder access and investment judgment, and lessons from both missed opportunities and exceptionally successful investments. (02:06:39) - Joon Sung discusses Simile’s $200 million fundraise and rapid growth as an applied AI lab building models that predict human behavior. He explains how its simulations help companies test products and understand customer preferences at scale while democratizing access to market insights. (02:17:35) - Karan Kunjur, co-founder and CEO of K2 Space, discusses the company’s $500 million funding round, successful first satellite mission, and more than $1 billion in signed contracts. He explains K2’s vision of building large, high-power satellites for commercial and national-security uses, including communications, orbital computing, and advanced space infrastructure. (02:28:35) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company’s record growth, expanding suite of financial products, and mission to broaden individual asset ownership. He also covers global markets, Robinhood Social, product design, and using mathematical superintelligence to verify software and improve cybersecurity.
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Thu, 30 Jul 2026 - 625 - Martin Shkreli Breaks Down the Collapse of Situational Awareness
This is our full interview with Martin Shkreli.
We discussed the collapse of Leopold Aschenbrenner's AI-focused hedge fund, why leverage turns market corrections into disasters, how Wall Street unwinds massive positions, why AI infrastructure stocks sold off despite record AI demand, whether the AI trade has further to fall, and much more.
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https://www.youtube.com/@TBPNLiveThu, 30 Jul 2026 - 624 - U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
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.
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Wed, 29 Jul 2026 - 623 - Robot Bans, Zuck Op-Ed, eBay Settles | Joe Weisenthal, Jameson Detweiler, Stanley Tang, Amjad Masad, Adam Cohen(00:15) - Robot Bans (14:25) - 𝕏 Timeline Reactions (16:56) - Zuck Op-Ed (19:21) - 𝕏 Timeline Reactions (26:16) - eBay Settles (31:36) - Joe Weisenthal, co-host of Bloomberg’s *Odd Lots* podcast, discusses social media addiction, online discourse, and the escalating AI race. He examines open-source models, massive infrastructure spending, monopoly risks, and why AI may ultimately deliver meaningful benefits despite economic and social anxieties. (01:08:22) - Jameson Detwiler discusses his background as a mobility entrepreneur and his role as co-founder and CEO of CHIP, an electric low-speed utility vehicle startup. He explains CHIP’s customizable design, safety features, affordability, and plan to introduce remote-controlled parking before transitioning to full autonomy. (01:40:10) - Stanley Tang, co-founder and chief product officer of DoorDash, discusses the launch of DoorDash Air, the company’s in-house drone delivery program. He explains how advances in AI, hardware, and operational infrastructure are enabling autonomous deliveries, particularly in suburban areas, as part of DoorDash’s broader multimodal delivery network. (01:53:37) - Amjad Masad discusses Replit’s latest AI-powered design tools, open-model integrations, enterprise growth, and emerging opportunities in game development, robotics, and industrial design. The Replit founder and CEO also describes a future beyond prompting, where AI agents automate entire workflows, and encourages young people to view AI as an empowering tool for creating businesses and new opportunities. (02:10:18) - Adam Cohen discusses co-founding Weave, an AI prompt-routing company that helps engineering teams reduce costs by selecting the most efficient model for each task. He highlights Weave’s $13.5 million fundraising round, enterprise focus, potential savings of up to 80%, and plans to expand its San Francisco-based team.
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Wed, 29 Jul 2026 - 622 - RSI Is Closer Than People Think, Per Tae Kim
This is our full interview with Tae Kim.
We discussed why the AI trade is being misunderstood, why Kimi and better open-weight models could increase compute demand instead of reducing it, Meta's AI spending, NVIDIA's open-weight strategy, the race toward RSI, why data center fears are overblown, AMD's expanding AI market forecast, the future of agentic AI, NVIDIA's CUDA moat, and much more.
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Codex - http://openAI.com/codexSign up for TBPN’s daily newsletter at TBPN.com
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https://www.youtube.com/@TBPNLiveWed, 29 Jul 2026
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