Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comNumeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/tbpnLive

(00:22) - Sundberg LIVE in The Ultradome
 (04:02) - The Media Landscape
 (21:12) - Mansion Section
 (43:24) - Timeline Reaction (58:59) - Saagar Enjeti, an American journalist and co-host of the podcast and YouTube show "Breaking Points," discusses the societal implications of AI and data center expansion, emphasizing the strain on electricity resources and potential political backlash. He highlights that in states like Virginia, data centers consume a significant portion of power, leading to rising electricity costs and public opposition. Enjeti warns that this trend could escalate into a national issue by 2026, with both left and right political factions uniting against unchecked technological growth. (01:28:21) - Jordan Schneider, host of the ChinaTalk podcast, discusses the escalating trade tensions between the U.S. and China, focusing on rare earth elements and AI technology. He highlights China's strategy to become more self-reliant while increasing global dependence on its resources, and critiques the U.S. administration's inconsistent policies, which he believes may inadvertently benefit China. Schneider also touches on the potential for Chinese humanoid robots to enter the U.S. market, expressing concerns about the lack of American competitors and the need for regulatory measures to address this emerging challenge. (01:53:34) - Chase Lochmiller, CEO and Co-Founder of Crusoe Energy Systems, announced the closing of the company's Series E funding round, valuing Crusoe at $10.4 billion. He described Crusoe as an "AI factory company" that builds infrastructure to produce intelligence, focusing on energy cultivation, data center development, and software platforms to support large-scale AI applications. Lochmiller emphasized the company's commitment to speed, reliability, and cost-effectiveness in delivering AI infrastructure solutions, highlighting the rapid development of their 1.2 gigawatt campus in Abilene, Texas, and plans to integrate small modular reactors (SMRs) to power AI factories by 2027. (02:06:42) - Kathleen McMahon is the co-founder and CEO of Valthos, a next-generation biodefense company focused on building infrastructure for American biodefense. In the conversation, she discusses the increasing asymmetry in biodefense, emphasizing how advancements in AI have made it easier and faster to engineer pathogens compared to developing cures. She also announces that Valthos has raised $30 million in funding, with support from Founders Fund, Lux, and OpenAI's startup fund. (02:16:09) - Dion Harris, Senior Director of HPC, AI, and Cloud Solutions at NVIDIA, discusses the company's role in advancing AI infrastructure, highlighting a projected $3 to $4 trillion investment in AI by 2030. He emphasizes NVIDIA's commitment to enhancing platform efficiency and supporting diverse applications, from chatbots to drug discovery. Harris also notes the company's efforts in redefining data center architecture to meet the growing demands of AI across various industries. (02:27:23) - Burkay Gur, CEO of fal, discusses the inaugural Generative Media Conference held at San Francisco's Ferry Building, emphasizing the event's significance in providing a dedicated space for the burgeoning generative media industry. He highlights the diverse participation, including foundational model labs, media professionals, and notable figures like Jeffrey Katzenberg, reflecting the industry's rapid growth and specialization. Gur also notes Hollywood's increasing experimentation with generative AI, anticipating a shift towards broader adoption in the near future. (02:36:24) - Glenn Solomon, Managing Partner at Notable Capital, a global venture capital firm specializing in software infrastructure, discusses his firm's 25-year history and investments in companies like Vercel and HashiCorp. He reflects on the inaugural Generative Media Conference, noting the enthusiasm among developers and drawing parallels to early HashiCorp events, predicting significant industry growth. Solomon highlights generative media's potential to revolutionize content production across sectors such as advertising, marketing, entertainment, and education, emphasizing its speed, cost-effectiveness, and ability to create new applications beyond traditional media capabilities. (02:40:16) - Diego Rodriguez, co-founder and CTO of Krea, discusses the integration of AI tools in creative workflows, emphasizing the need for seamless collaboration between various technologies to enhance storytelling and creativity. He highlights the blurring lines between professional and consumer tools, noting that users across different levels seek both flexibility and user-friendly interfaces. Rodriguez also shares Krea's growth, reporting over 30 million sign-ups and increasing enterprise adoption, underscoring the platform's impact in the creative industry. (02:47:36) - Justine Moore is a partner at Andreessen Horowitz, focusing on AI investments, including foundation models and applications. In the conversation, she discusses her usage patterns of the Sora app, noting a preference for desktop due to its enhanced control features, and observes that the current content volume may not yet support highly personalized feeds. She also explores the evolving landscape of AI creative tools, suggesting a trend toward both horizontal platforms and vertical-specific applications, and highlights the rapid proliferation of AI-generated content, making it challenging to track emerging trends. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comNumeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/tbpnLive

(01:35) - The Browser Company Effect (13:54) - AI Buildout Hits Fab Capex Overhang (40:04) - 𝕏 Timeline Reactions (01:11:56) - Jacob Andreou, leading product and growth at Microsoft AI with a focus on Copilot, previously held a similar role at Snap from 2015 to 2023. In the conversation, he discusses Microsoft's integration of various AI models into Copilot, including OpenAI's GPT-5 and their own first-party models, to enhance user experience. He also highlights new features like the AI browser in Edge, which offers agentic capabilities and proactive assistance, and introduces 'Mico,' a new AI persona designed for safe, work-appropriate interactions. (01:30:18) - 𝕏 Timeline Reactions (01:58:06) - Drew Houston, co-founder and CEO of Dropbox, discusses the evolution of Dropbox from a file-syncing service to an AI-powered platform with the introduction of Dropbox Dash, an AI-driven universal search and knowledge management tool. He highlights how Dash connects various work applications, enabling users to efficiently locate and manage their content across multiple platforms. Houston emphasizes the importance of integrating AI to enhance productivity and streamline workflows in the modern work environment. (02:20:09) - Adam Fry, the product lead for ChatGPT Search and ChatGPT Pulse, discusses the enthusiastic reception of ChatGPT Atlas, highlighting its availability to all users and the integration of AI features into daily workflows. He explains that while the browser is accessible to everyone, advanced features like agent mode are more compute-intensive and thus prioritized for paid users. Fry also emphasizes the long-term vision for Atlas, focusing on user retention and continuous improvement to enhance the browsing experience. (02:31:48) - Ian Rogers, Chief Experience Officer at Ledger, discusses the company's mission to provide secure self-custody solutions for digital assets, emphasizing the importance of protecting private keys using secure element chips. He highlights Ledger's evolution from securing Bitcoin to supporting a wide range of cryptocurrencies and digital assets, including passkeys and identities, underscoring the growing need for security in our increasingly digital lives. Rogers also introduces Ledger's latest product, the Nano Gen 5, a secure touchscreen device priced at $179, designed to enhance user experience without compromising security. (02:45:34) - Molly Cantillon, founder of NOX, a proactive personal assistant company, discusses the challenges of integrating iMessage and WhatsApp to enable seamless communication across both platforms. She explains that by layering onto users' computers and avoiding distribution through the App Store, NOX can facilitate this integration without direct cooperation from Apple or Meta. Cantillon also highlights the importance of message interoperability and the potential for regulatory and market forces to encourage platform cooperation in the future. (02:55:14) - Jonny Dyer, CEO and co-founder of Muon Space, discusses the inevitability of large-scale IT infrastructure in space, emphasizing that the timeline—whether one, ten, or twenty years—is uncertain, but the shift is certain. He highlights Muon Space's partnership with SpaceX's Starlink, aiming to modernize space connectivity by replacing outdated systems with high-speed, always-on broadband connections, which will enable transformative capabilities like a 50-satellite constellation for rapid wildfire detection and tracking. Dyer also mentions Muon Space's recent $140 million Series B funding, plans to significantly scale up production capabilities, and the development of new technologies to enhance their satellite operations. (03:03:30) - Mike Shebat, CEO and co-founder of Traba, discusses how his company leverages AI to streamline industrial staffing by replacing manual processes with technology, resulting in higher fill rates and faster worker placements. He highlights Traba's growth to 150 employees over four years and emphasizes the importance of a strong in-person work culture, drawing parallels to the commitment of aspiring Olympians. Shebat also addresses the challenges of scaling in the physical world, noting the necessity of market-specific strategies and the potential for future expansion into new markets. 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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comNumeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/tbpnLive

(00:13) - F1–Apple TV Partnership (18:56) - Meta's AI Job Cuts (24:29) - Google Eyes Anthropic Cloud Agreement (38:04) - 𝕏 Timeline Reactions (01:00:09) - Kevin Rose, an American internet entrepreneur and venture capitalist, is renowned for founding Digg and co-founding Revision3. In the conversation, he reflects on the evolution of social media from its early days of fostering real-world connections to its current algorithm-driven state, expressing concerns about the rise of AI-generated content and the need for authentic human interactions. He also discusses the potential of AI in personal software development, emphasizing the importance of creativity and design in the future of technology. (01:31:02) - Jeff Yan, co-founder of Hyperliquid, emphasizes the importance of maintaining a credibly neutral protocol in the development of decentralized finance platforms. He believes that accepting venture capital could compromise this neutrality, as early insider involvement might leave a lasting "scar" on the protocol's integrity. Instead, Yan advocates for a community-led approach, ensuring that the platform remains impartial and truly decentralized. (02:02:02) - Tomasz Tunguz, a venture capitalist and former product manager at Google, discusses the significant impact of AI on GDP growth, noting that data center buildouts now exceed 1% of U.S. GDP. He examines the role of vendor financing in this expansion, comparing it to historical infrastructure investments, and emphasizes the importance of understanding debt structures and depreciation schedules in assessing financial risks. Additionally, Tunguz highlights the rapid advancements in AI technologies and their potential to reshape industries, while cautioning about the complexities and risks associated with these developments. (02:23:53) - Shan Aggarwal, Chief Business Officer at Coinbase, discusses the company's recent acquisition of Echo, an on-chain capital formation platform, highlighting its significance in enabling earlier-stage investments and expanding Coinbase's role beyond secondary exchanges. He emphasizes the importance of providing broader access to private company investments, aiming to democratize opportunities traditionally limited to accredited investors. Aggarwal also reflects on the unique aspects of the acquisition process, including the integration of NFTs and the challenges of explaining these innovations to legal and tax consultants. (02:31:25) - Nick Abouzeid, co-founder and CEO of Rivet Tax, announced the company's $5.1 million seed funding round, emphasizing their selective approach to investors and the self-sustaining nature of their business. He detailed Rivet's proprietary platform, which centralizes client communications and documents to streamline tax preparation and reduce redundant information requests. Abouzeid also discussed the strategic decision to acquire Lobby, a company specializing in document interaction, to enhance Rivet's capabilities, and explained their preference for organic growth over acquiring existing tax firms due to the complexities and inefficiencies associated with such roll-ups. (02:38:10) - David Tisch is an American entrepreneur and investor, best known as the co-founder and managing partner of BoxGroup and former managing director of TechStars NYC. He has been a key figure in New York’s startup ecosystem, backing hundreds of early-stage technology companies. (02:50:43) - Chris Dixon, a General Partner at Andreessen Horowitz and leader of a16z crypto, discusses the positive trends in the crypto market, highlighting the impact of smart policies like the Genius Bill on stablecoin growth and the elimination of scams. He notes the increasing involvement of major companies in the space and the emergence of applications at the intersection of crypto and AI, such as decentralized physical infrastructure and real-world assets. Dixon expresses optimism about the industry's momentum following a challenging period from 2022 to 2024, emphasizing the importance of sustained innovation and policy support. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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(00:13) - OpenAI's Atlas Browser (12:53) - OpenAI Locks in Massive Chip Partnerships (27:33) - 𝕏 Timeline Reactions (57:02) - Palmer Luckey is an American entrepreneur and inventor best known as the founder of ModRetro and Anduril Industries, pioneering work that spans retro technology design and cutting-edge defense systems. (01:45:51) - Brian Armstrong, co-founder and CEO of Coinbase, discusses the company's recent acquisition of Echo, emphasizing its role in streamlining on-chain capital formation and enhancing economic freedom. He highlights the potential for integrating Echo's platform into Coinbase to facilitate efficient fundraising for entrepreneurs, aiming to democratize access to capital and support the growth of innovative projects. Armstrong also reflects on the challenges of traditional fundraising processes and envisions a future where on-chain solutions simplify and expedite capital raising for startups. (01:59:51) - Brian Chesky is an American entrepreneur and designer best known as the co-founder and CEO of Airbnb, where he transformed the way people travel and experience hospitality worldwide. (02:39:19) - 𝕏 Timeline Reactions (02:46:12) - Stuart Landesberg, an entrepreneur with over 15 years in technology, founded Seneca to address the outdated equipment used by firefighters, aiming to enhance their capabilities with modern technology. He discusses the development of autonomous suppression copters designed to rapidly respond to wildfires, carrying 500-pound payloads to contain fires before they escalate. Landesberg emphasizes that these drones are intended to support, not replace, firefighters by providing rapid aerial response in situations that are unsafe, inefficient, or impossible for human crews. (02:59:24) - Daniel Glassman, leading Samsung's new business development team across TV and mobile, discusses the integration of AI features into Samsung's 2025 smart TVs, including a dedicated AI button providing access to services like Perplexity and Copilot. He highlights the potential for communal AI experiences, such as planning trips or home renovations, directly from the TV screen, aiming to enhance user engagement and streamline interactions. Glassman also addresses the challenge of balancing feature expansion with user-friendly design, emphasizing the importance of creating frictionless experiences through intuitive interfaces like voice commands and dedicated remote buttons. (03:04:55) - Harrison Chase, co-founder and CEO of LangChain, discusses the company's evolution from an open-source project to a comprehensive agent engineering platform, highlighting the recent $125 million funding round at a $1.25 billion valuation. He emphasizes the importance of building reliable, mission-critical AI agents and introduces LangSmith, a platform designed to enhance agent development through improved debugging, evaluation, and deployment capabilities. Chase also addresses the challenges of agent reliability and the need for human-in-the-loop interactions to ensure effective AI applications. (03:19:56) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comNumeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:58) - The Current State of AI (30:43) - Robbery at the Louvre (36:50) - Timeline Reactions (41:00) - Nvidia & China (48:05) - Timeline Reactions (51:58) - Ryan Cohen is a Canadian entrepreneur and activist investor, best known for founding Chewy, an online pet retailer, and serving as the CEO and Chairman of GameStop. In the conversation, Cohen discusses the impact of government shutdowns on startups, highlighting how delays in contract approvals and visa processing can hinder hiring and operations. He also addresses the challenges in AI regulation, emphasizing the need for federal standards to prevent a patchwork of state laws that could stifle innovation. (01:47:54) - Zak Kukoff, Chair of the Tech and Venture Practice at Lewis-Burke Associates and former venture capitalist at General Catalyst, discusses the impact of government shutdowns on startups, highlighting issues such as delayed deal flow, frozen visa processing for workers, and halted regulatory approvals, which can be existential threats to startups dependent on timely government actions. (02:21:28) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comNumeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:04) - Palmer Luckey's EagleEye Reactions (11:05) - 𝕏 Timeline Reactions (12:36) - Ferrari 12Cilindri Reactions (24:41) - Colossus' Kushner Story Sparks Debate (31:50) - 𝕏 Timeline Reactions (01:00:44) - Alex Klein, the inventor and founder of the Stem Player, discusses his journey from creating build-your-own computers for children to developing the Stem Player, an AI-driven music device that allows users to interactively remix songs by isolating and combining different musical elements. He highlights collaborations with artists like Kanye West, who helped distribute the product, and emphasizes the device's capability to provide a novel, interactive music experience by enabling users to manipulate stems—vocals, bass, drums, and instrumentals—of their favorite tracks. Klein also touches on the innovative licensing and revenue model of Stem FM, which compensates artists based on the listening time subscribers spend with their music, aiming to create a more equitable and engaging platform for both artists and listeners. (01:28:18) - Hemant Taneja, CEO of General Catalyst, discusses his book "The Transformation Principles," emphasizing the need for clear guiding principles amid the uncertainties introduced by AI and geopolitical shifts. He highlights the importance of interdisciplinary collaboration in transforming industries like healthcare, combining technological agility with the sector's inherent seriousness. Taneja also addresses the venture capital landscape, noting the accelerated growth of AI-driven companies and the necessity for investors to adapt to these evolving dynamics. (02:00:03) - Rob Toews is a Partner at Radical Ventures, leading the firm's Bay Area office and focusing on investments in artificial intelligence and deep technology. In the conversation, he discusses the evolution of brain-computer interfaces (BCIs), highlighting the distinction between invasive and non-invasive technologies, and explores their potential applications in enhancing human-AI interaction. (02:27:18) - Nathan Benaich, founder and General Partner of Air Street Capital, a venture capital firm investing in AI-first companies, discusses the evolving landscape of early-stage AI investments, noting a bifurcation between large lab model companies raising significant funds and more pragmatic entrepreneurs focusing on specific use cases. He highlights the shift from startups spending seed budgets on building AI systems to now leveraging existing models for product-market fit experiments, emphasizing the importance of team capability in running multiple experiments to find successful applications. Additionally, Benaich touches on the increasing interest in AI from various sectors, including national security and defense, underscoring the broad potential and value creation of AI technologies. (02:42:49) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comNumeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:17) - Google’s AI Breakthrough in Cancer (22:44) - 𝕏 Timeline Reactions (30:37) - Protein Powders Exposed (35:41) - 𝕏 Timeline Reactions (01:36:03) - Dante Vaisbort, a University of Chicago graduate and co-founder of Albacore Inc., discusses his company's development of Ghostfin, a 6-foot-long autonomous underwater vehicle capable of patrolling over 1,000 nautical miles undetected and delivering precision effects. He highlights the vehicle's potential to deter maritime invasions, its ability to carry a 250-pound explosive payload, and its distinction from existing platforms like Anduril's DIVE, which focuses on deep-sea survey missions. Vaisbort also emphasizes Albacore's strategic location in Philadelphia, leveraging proximity to Washington, D.C., and the city's rich shipbuilding history to foster the next generation of maritime capabilities. (01:58:30) - Eiso Kant is the co-founder and CTO of Poolside, a company dedicated to developing advanced AI models for software engineering. In the conversation, he discusses his journey from being inspired by Andrej Karpathy's 2015 article on neural networks to founding Poolside, emphasizing the importance of reinforcement learning in advancing AI capabilities. He also highlights Poolside's strategic focus on enterprise applications, particularly in high-consequence environments like defense and government, and the company's efforts to secure substantial computing resources to stay at the forefront of AI development. (02:12:59) - Marc Benioff, co-founder and CEO of Salesforce, is a prominent figure in the tech industry, known for his leadership in cloud computing and AI integration. In the conversation, he discusses the rapid adoption of AI technologies, emphasizing Salesforce's commitment to enhancing customer success through innovations like Agentforce. Benioff also highlights the importance of maintaining a beginner's mindset and the role of AI in transforming business operations. (02:37:03) - Alice Bentinck is the co-founder and CEO of Entrepreneur First, a global talent investor that supports individuals in building technology startups, and also co-founded Code First: Girls, a nonprofit aimed at increasing the number of women in tech. She discusses the recent Entrepreneur First demo day, highlighting the participation of 40 founders who pitched AI-related products to an audience of 200 attendees, including partners from leading venture capital firms. Bentinck emphasizes the trend of young founders tackling complex problems in traditional industries and underscores the importance of revenue stickiness and long-term contracts in attracting investor interest. (02:43:17) - Eric Seufert, an independent analyst and founder of Mobile Dev Memo, discusses his belief that OpenAI will inevitably monetize ChatGPT through advertising, drawing parallels to Netflix's prior stance on ads. He emphasizes the importance of maintaining user trust by ensuring ads do not compromise the objectivity of ChatGPT's responses. Seufert also highlights the potential for ads to drive economic growth, citing their role in the success of direct-to-consumer businesses and the broader internet economy. (03:06:57) - Pim de Witte, a tech entrepreneur who founded Medal, a major social gaming platform, and previously ran a successful Runescape private server as a teenager, discusses his company's recent $133.7 million fundraising to develop general agents capable of deep spatial-temporal reasoning for applications like search and rescue drones. He explains their approach of training foundation models on diverse gaming data to enable efficient transfer to novel environments, leveraging existing gaming interfaces in robotics. Additionally, Pim highlights the importance of combining simulation and real-world data to ensure safety and effectiveness in deploying these agents across various applications. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:09) - OpenAI Goes Explicit (24:01) - 𝕏 Timeline Reactions (26:01) - Apple Unveils M5 Apple Vision Pro (29:17) - 𝕏 Timeline Reactions (39:22) - Erebor Bank Gets U.S. Greenlight (42:57) - 𝕏 Timeline Reactions (46:01) - Zachary Perret, CEO and co-founder of Plaid, discusses the company's latest product release, highlighting the introduction of LendScore—a new credit scoring system that utilizes real-time cash flow and network data to provide a more accurate assessment of a borrower's financial health. He explains that traditional credit scores often overlook current financial behaviors, whereas LendScore offers a dynamic view by analyzing up-to-date income patterns and spending habits. Perret also mentions enhancements to Plaid's fraud detection capabilities, including the Trust Index, which now incorporates behavioral signals and network-wide analysis to identify potential fraud more effectively. (01:01:07) - Panos Panay, formerly Microsoft's Chief Product Officer, joined Amazon in October 2023 to lead its Devices & Services division. In the conversation, Panay discusses Amazon's latest hardware releases, including new Echo devices with enhanced AI capabilities, color Kindle Scribe models, and advanced Ring cameras. He emphasizes the evolution of Alexa into a more conversational AI, the integration of large language models to enhance user interactions, and the importance of balancing innovation with user experience, particularly in products like Kindle. (01:32:07) - Adam Ryan, co-founder and CEO of Workweek, discusses the creation of a professional networking platform that connects individuals within specific industries, such as healthcare, marketing, and HR, to facilitate trusted, peer-to-peer conversations. He emphasizes the importance of verification to prevent spam and ensure meaningful interactions, addressing the limitations of open networks like LinkedIn. Ryan also highlights the value of niche communities, noting that targeted impressions within these networks can be significantly more valuable than broader platforms. (02:00:20) - Eric Wittman, CEO of VSCO since 2023, discusses the company's commitment to supporting creatives by integrating AI tools that enhance, rather than replace, the artistic process. He highlights features like VSCO Hub, an AI-powered visual search engine connecting brands with photographers, and VSCO Canvas, a mood-boarding tool combining generative AI with a vast community library. Wittman emphasizes AI's role in streamlining mundane tasks for photographers, such as culling and editing, while preserving the integrity of their craft. (02:21:00) - Adit Abraham, co-founder and CEO of Reducto, discusses his company's mission to transform complex documents into structured, machine-readable data using advanced AI models. He announces Reducto's recent $75 million Series B funding led by Andreessen Horowitz, bringing their total funding to $108 million. Abraham emphasizes the importance of high accuracy in document processing for critical applications in healthcare and finance, highlighting Reducto's role in enabling reliable AI processing of sensitive documents. (02:29:12) - CoreWeave’s AI Ranch (02:39:56) - 𝕏 Timeline Reactions (02:42:21) - Brian Baumgartner, renowned for his portrayal of Kevin Malone on "The Office," humorously discusses his challenges in adapting to a CFO role, highlighting the complexities of financial management and the distractions of public attention. He reflects on the demanding nature of leadership, the importance of efficiency, and the unexpected difficulties of performing tasks under public scrutiny. Baumgartner also touches on the dynamics of workplace relationships and the pressures of maintaining composure in high-stress environments. (02:52:59) - Colin Luce, co-founder and CEO of Basis Theory, discusses how his company enables merchants, platforms, and fintechs to seamlessly integrate with multiple payment service providers like Stripe, Adyen, and Checkout.com, enhancing global reach and performance. He emphasizes the shift of payments from a cost center to a growth driver, highlighting the importance of leveraging various PSPs' unique strengths. Luce also announces Basis Theory's recent $33 million funding round, underscoring the company's commitment to advancing payment infrastructure. (03:00:23) - John Glasgow, CEO of Campfire, discusses the company's rapid growth, highlighting a recent $65 million Series B funding round that brings their total funding to $100 million. He emphasizes Campfire's development of an AI-native ERP system designed to modernize accounting processes, offering features like native multi-entity and currency consolidation, and automating tasks such as bank reconciliations. Glasgow also notes the increasing demand for AI-integrated ERP solutions, as legacy systems struggle to handle the vast transaction data of modern businesses. (03:06:51) - Dan Shipper, co-founder of Every, discusses the launch of Good Start Labs, an AI company incubated within Every that secured $3.6 million in funding. Led by Alex Duffy, Good Start Labs focuses on training AI models through gameplay, starting with the AI Diplomacy project, which taught models to engage in strategic negotiations. Shipper highlights the potential of using games to enhance AI capabilities and emphasizes the effectiveness of Every's incubation model in fostering successful AI ventures. (03:18:11) - Viraj Bindra, CEO and Co-Founder of Finch Legal, discusses the company's recent $20 million Series A funding led by Redpoint Ventures, highlighting Finch's mission to enhance personal injury law firms' efficiency by integrating experienced paralegals with AI agents to manage pre-litigation tasks. He emphasizes the noble role of personal injury attorneys in advocating for accident victims and shares insights from his tenure at DoorDash, particularly the value of frugality and scaling ownership within an organization. Bindra also notes Finch's rapid growth, achieving a tenfold increase in the past six months, and underscores the company's commitment to helping law firms expand by enabling them to handle more cases effectively. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:50) - 𝕏 Timeline Reactions (31:54) - Inside Thrive Capital's Rise (52:32) - 𝕏 Timeline Reactions (01:13:50) - Henri Stern, co-founder of Privy, discusses the company's recent acquisition by Stripe, emphasizing the shared vision of integrating crypto and fiat systems to make digital assets more accessible. He highlights the importance of seamless user experiences in crypto products, noting that wallets should be fast and tailored to different user needs, such as neobank clients or gamers. Stern also touches on the growing institutional adoption of crypto, mentioning collaborations with major financial institutions to enable global payments and stablecoin-based payroll systems. (01:37:27) - 𝕏 Timeline Reactions (02:00:07) - Andrew Ross Sorkin, a financial journalist and author, discusses his new book "1929," which examines the events leading up to the Great Depression and draws parallels to today's financial landscape. He highlights the role of figures like Charlie Mitchell and Carter Glass, and the speculative behaviors that contributed to the 1929 crash. Sorkin also reflects on the challenges of writing the book, including extensive research and the use of technology to access historical documents. (02:30:02) - Brian Potter, a senior infrastructure fellow at the Institute for Progress and author of "The Origins of Efficiency," discusses his background in structural engineering and his experience at Katerra, a construction startup that aimed to revolutionize the industry through factory-built methods but ultimately failed. He explores the challenges in improving construction efficiency, highlighting obstacles such as the difficulty in achieving economies of scale, reducing input costs, and overcoming regulatory constraints. Potter emphasizes that while other industries have successfully enhanced efficiency through various strategies, the construction sector faces unique barriers that hinder similar progress. (02:49:48) - Pari Singh, founder and CEO of Flow Engineering, discusses his company's mission to revolutionize hardware development by applying agile software practices to complex hardware design. He shares that Flow Engineering, originally a rocket engine design firm, developed an internal platform enabling rapid design iterations, which evolved into their current product. Singh also announces a $23 million Series A funding round led by Sequoia Capital, emphasizing their focus on next-generation aerospace and defense companies over traditional industry giants. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(05:04) - J.PMorgan Goes Patriot Mode (09:57) - 𝕏 Timeline Reactions (18:34) - Netherlands Seizes Control of Nexperia (27:39) - Ryan Petersen, founder and CEO of Flexport, discusses the challenges of navigating the logistics industry amid fluctuating tariffs and the importance of building a team of dedicated "missionaries" rather than "mercenaries" to weather such uncertainties. He highlights the impact of recent tariff increases on trade volumes, noting a significant decline in shipments from China to the U.S. following the imposition of 100% duties, and emphasizes the need for companies to remain adaptable and committed to their mission in the face of unpredictable policy changes. (49:18) - 𝕏 Timeline Reactions (01:30:50) - Alexis Ohanian, co-founder of Reddit and husband to tennis star Serena Williams, is an entrepreneur and investor known for his involvement in various ventures. In the conversation, he discusses his recent projects, including Athlos, a women's track and field league, and his investment in Angel City FC, a women's soccer team. He also touches on his support for Stoke Space, a company developing reusable rockets, and shares insights on the evolving landscape of AI and social media. (02:01:56) - Anduril Unveils EagleEye Warfighter Glasses (02:05:04) - 𝕏 Timeline Reactions (02:28:39) - Serena Ge, an 18-year-old entrepreneur and founder of Data Curve, discusses her journey from dropping out of school at 18 to participate in Y Combinator with an initial project called Uncle GPT, which eventually evolved into Data Curve. She highlights the company's focus on providing coding data for foundation model labs to develop and enhance capabilities, emphasizing the importance of high-skilled tasks and a bounty-based system to engage top-tier coders. Serena also shares insights into the company's rapid growth, including raising a $15 million Series A funding round, and her experiences building a scrappy, ambitious team culture. (02:35:59) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

A rare live interview with OpenAI CEO Sam Altman and Sora head Bill Peebles. John and Jordi talk through the first 10 days of the Sora app, how AI will change advertising, and what Sora means for Hollywood.TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:32) - 𝕏 Timeline Reactions (16:29) - Softbank Pursues $5B Loan (28:18) - China Races to Buy NVIDIA Chips (33:06) - 𝕏 Timeline Reactions (56:31) - Sam Altman, CEO of OpenAI & Bill Peebles, Head of Sora, discuss the advancements of Sora, OpenAI's AI-driven video generation platform, highlighting its enhanced physics understanding and user-friendly creation tools that have led to a high user engagement rate. They emphasize the importance of continuous innovation and the potential for AI to transform content creation, while also addressing the need for responsible management of AI-generated content and the protection of individual likenesses. Altman also touches on the challenges of scaling AI technologies and the strategic decisions involved in resource allocation to support ongoing development. (01:28:19) - Elad Gil is a prominent entrepreneur and investor, known for co-founding Color Genomics and investing in companies like Airbnb, Coinbase, and Stripe. He discusses the transformative potential of AI in professional services, emphasizing how AI can automate repetitive tasks, enhance productivity, and significantly improve profit margins. Gil highlights the opportunity to acquire traditional, labor-intensive businesses, implement AI to streamline operations, and use the increased cash flow to scale through further acquisitions. (01:57:37) - Robby Stein, Vice President of Product at Google Search, discusses the integration of advanced AI technologies into Google's search engine, highlighting features like AI overviews and AI mode that enhance user experience by providing quick, relevant information and enabling natural language queries. He emphasizes the importance of accuracy and quality in AI responses, leveraging Google's extensive search history to improve results, and addresses trust concerns while encouraging businesses to adapt their content strategies to align with AI-driven search advancements. (02:17:32) - Morgan Housel, a partner at Collaborative Fund and author of "The Art of Spending Money," emphasizes that spending is more art than science, as individual preferences and life experiences shape financial decisions. He discusses the importance of distinguishing between internal and external benchmarks of success, noting that while external achievements are visible, true contentment often stems from internal satisfaction. Housel also highlights the significance of minimizing future regrets by focusing on meaningful experiences and relationships over material possessions. (02:44:38) - Misha Laskin, co-founder and CEO of Reflection AI, a startup specializing in AI tools for automating software development, discusses the company's recent $2 billion funding round led by Nvidia, which has elevated its valuation to $8 billion. He emphasizes Reflection AI's commitment to developing open-source AI models in the U.S. for global distribution, aiming to provide enterprises with compliant alternatives to existing models. Laskin also highlights the company's focus on co-designing algorithms with advanced American chips to enhance performance and competitiveness. (02:58:03) - Dylan Patel, founder of SemiAnalysis, discusses the launch of InferenceMAX, an open-source benchmarking suite that evaluates inference performance across various hardware platforms and models, aiming to provide up-to-date and realistic insights into LLM inference performance. He highlights the industry's need for standardized, transparent benchmarks to assess hardware efficiency and cost-effectiveness, emphasizing that InferenceMAX addresses this by benchmarking popular models on major hardware platforms nightly with the latest software. Patel also notes the significant support from major industry players, including NVIDIA, AMD, Microsoft, OpenAI, Oracle, and others, underscoring the collaborative effort to enhance AI infrastructure evaluation. (03:17:53) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:20) - The Return of Nonsense Metrics (11:33) - 𝕏 Timeline Reactions (26:33) - John Quinn, founder of Quinn Emanuel Urquhart & Sullivan, discusses the firm's unique focus on litigation and arbitration, emphasizing the advantages of specializing solely in disputes work. He highlights the firm's reputation as the "most feared law firm," attributing it to their commitment to taking on challenging cases and achieving favorable outcomes. Quinn also addresses the impact of AI on the legal profession, noting its potential to streamline case resolution while anticipating an increase in litigation due to AI-related disputes. (57:07) - Martin Casado, a General Partner at Andreessen Horowitz and co-founder of Nicira, discusses the impact of AI on software infrastructure, emphasizing the need to revamp networking, compute, and development tools to keep pace with AI advancements. He highlights the resilience of startups against cloud giants, noting that dedicated focus often leads to success despite competition from major players. Casado also addresses the strategic importance of reducing reliance on Chinese hardware in critical infrastructure, advocating for local capability development to enhance national security. (01:31:06) - 𝕏 Timeline Reactions (02:02:09) - Ferrari Takes on EVs (02:16:12) - 𝕏 Timeline Reactions (02:28:59) - Preston Zhou, co-founder of Relace, transitioned from a physics PhD program at Harvard to establish the company with Eitan Borgna, a machine learning PhD student from UChicago. They recently secured $23 million in funding to enhance AI agent infrastructure, focusing on auxiliary models that improve agent reliability. Their tools, such as the fast supply model and embedding and re-rank models, are already utilized by over 40 companies, including Lovable and Figma. (02:36:41) - Scott Stevenson, co-founder and CEO of Spellbook, an AI contract review tool for legal professionals, discusses the company's rapid growth, including a recent $50 million funding round led by Keith Rabois, and their mission to make contracts move at the speed of commerce. (02:44:18) - George Kurdin, founder of Monk.com, discusses how his company assists businesses in saving time and increasing revenue by streamlining invoice and collections processes, addressing common issues like ineffective emails and errors that contribute to payment delays. He highlights the evolving role of CFOs, noting a shift towards greater financial rigor and openness to experimentation, which has facilitated Monk.com's go-to-market strategy. Additionally, Kurdin emphasizes the integration of large language models into their workflow, leveraging advancements from industry leaders to enhance their services. (02:49:54) - Zachary Townsend, CEO and co-founder of Meanwhile, the world's first Bitcoin-denominated life insurance company, discusses how Meanwhile integrates Bitcoin into life insurance by accepting premiums and paying claims entirely in Bitcoin, offering a hedge against inflation and currency depreciation. He explains that their whole life insurance policies involve paying one Bitcoin annually for ten years, with a guaranteed payout of 1.5 Bitcoins, ensuring beneficiaries receive a fixed amount regardless of Bitcoin's market fluctuations. Townsend also highlights that Meanwhile operates like a traditional life insurance company, being regulated and licensed in Bermuda, and emphasizes their conservative investment strategies and robust risk management framework to mitigate risks associated with Bitcoin's volatility. (02:58:33) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:18) - Altman's Long-Term Vision (26:18) - Karim Atiyeh, co-founder and CTO of Ramp, discusses the company's innovative use of AI agents to automate financial operations, enhancing efficiency and accuracy in tasks like expense classification and fraud detection. He highlights the integration of these agents with various tools and systems, enabling them to perform complex actions such as web browsing, form filling, and email processing. Atiyeh also addresses the importance of robust controls and guardrails to ensure the security and reliability of AI-driven financial processes. (01:02:16) - Are We Entering a GPU Bubble? (01:19:17) - 𝕏 Timeline Reactions (01:27:26) - Ben Gilbert and David Rosenthal are entrepreneurs, investors, and co-hosts of the acclaimed podcast Acquired, which explores the stories and strategies behind the world’s most iconic companies. Gilbert, a former Microsoft product manager who led projects like Office for iPad and ran the company’s internal innovation arm “The Garage,” later co-founded Pioneer Square Labs, a Seattle-based startup studio and venture fund. Rosenthal spent over a decade in venture capital and holds degrees from Princeton University and Stanford Graduate School of Business. Together, they’ve built Acquired into one of the most respected business and technology podcasts, known for its deep research, long-form storytelling, and ability to make complex corporate histories accessible and compelling to a global audience. (02:08:55) - 𝕏 Timeline Reactions (02:12:11) - David Faugno, co-CEO of 1Password, discusses the company's partnership with Browser Base to introduce Secure Agentic Autofill, enhancing secure credential sharing for AI agents. He emphasizes the urgency of providing secure solutions for AI technologies to meet customer needs and highlights 1Password's growth, serving 175,000 corporate customers and focusing on identity security for enterprises. (02:23:00) - Sergiy Nesterenko, CEO and founder of Quilter, a company that simplifies circuit board design, discusses their recent $25 million Series B funding led by Index Ventures. He shares his background at SpaceX, where he spent five years designing avionics for Falcon 9 and Falcon Heavy, which inspired him to address the challenges in circuit board design. Nesterenko emphasizes the importance of first-principles thinking, a lesson from his time at SpaceX, and highlights Quilter's focus on reducing time to market for both large corporations and startups by automating PCB design processes. (02:29:21) - Justin Lopas, co-founder and COO of Base Power Company, discusses the company's significant growth, including expansion into major Texas markets and the establishment of a new factory in Austin. He highlights the $1 billion Series C funding, emphasizing the vast market potential for home energy storage solutions amid increasing grid demands from AI, EVs, and population growth. Lopas also explains how Base Power's distributed battery systems enhance grid efficiency by managing energy distribution during peak and off-peak times. (02:41:44) - Ryan Daniels, co-founder and CEO of Crosby, a hybrid AI-powered law firm, discusses the company's recent $20 million Series A funding led by Index Ventures and Bain Capital Ventures. He highlights Crosby's rapid growth, noting an acceleration from reviewing 1,000 contracts in 170 days to 1,000 every three weeks, achieved by combining AI tools with licensed attorneys to expedite contract processing. Daniels emphasizes Crosby's role as an extension of in-house legal teams, focusing on high-volume, non-strategic agreements to enhance efficiency and support sales and procurement teams. (02:48:28) - Zack Ganieany, Vice President of Finance at Clipboard Health, discusses the company's mission to improve hiring by focusing on candidates' actual work products rather than traditional credentials. He highlights the inefficiencies in current hiring practices, such as AI-generated resumes and screeners, and emphasizes the importance of evaluating real-world performance through work trials and samples. Additionally, Ganieany announces a $6 million fundraising round co-led by Guillermo Rauch of Vercel, aiming to further develop their platform and enhance the hiring process. (02:58:15) - Yash Rathod, co-founder and CEO of Origin, a San Francisco-based startup, discusses the development of Axis, an AI model designed to unify various biological modalities to enhance drug development for complex diseases. Axis has outperformed Google DeepMind's AlphaFold 3 in predicting molecular interactions, marking a significant advancement in AI-driven drug discovery. Rathod emphasizes the importance of integrating diverse scientific disciplines and plans to expand Axis's capabilities to optimize gene therapies, aiming to initiate a therapeutic program within a year. (03:04:09) - Alex Shieh, co-founder of an anti-fraud company, discusses their recent $5 million pre-seed and seed funding from Abstract Ventures, Browder Capital, and Do Measures. The company employs AI and investigative journalism to expose corporate fraud, particularly targeting sectors like big pharma, aiming to recover funds for taxpayers and themselves through whistleblower programs. Shieh emphasizes their unique "snitching as a service" model, where revenue is generated only upon successful fraud detection and government recovery, distinguishing them from traditional SaaS businesses. (03:14:19) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:09) - The AI Slop Discourse (18:48) - 𝕏 Timeline Reactions (20:07) - OpenAI’s $1T Web (24:50) - 𝕏 Timeline Reactions (01:13:47) - Shayne Coplan, founder and CEO of Polymarket, discusses the recent $2 billion strategic investment from Intercontinental Exchange (ICE), valuing Polymarket at approximately $8 billion. He highlights the partnership's potential to integrate prediction markets into mainstream finance and emphasizes the synergies between Polymarket's consumer-focused platform and ICE's institutional expertise. Coplan also expresses excitement about collaborating on future tokenization initiatives, aiming to enhance the efficiency and accessibility of financial markets. (01:22:27) - 𝕏 Timeline Reactions (01:55:35) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the company's transformation into a digital platform for luxury car enthusiasts, aiming to facilitate online transactions and community engagement. He highlights the launch of duPont REGISTRY's live auction platform and emphasizes the importance of storytelling in marketing, focusing on the passion between drivers and their cars. Tessier also notes the younger generation's readiness to purchase luxury vehicles online, underscoring the company's commitment to evolving with its audience. (02:09:02) - 𝕏 Timeline Reactions (02:17:57) - Rami Karabibar, CEO and co-founder of EvenUp, discusses the company's mission to level the playing field for personal injury victims by assisting attorneys with AI-driven tools that expedite case settlements and enhance outcomes. He highlights EvenUp's rapid growth, including a recent $150 million Series E funding led by Bessemer, and emphasizes the importance of accuracy in legal AI applications to maintain trust and effectiveness in the legal process. (02:35:49) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:17) - OpenAI DevDay Reactions (30:05) - 𝕏 Timeline Reactions (38:42) - OpenAI–AMD Deal (50:07) - xAI’s Memphis Datacenter (56:12) - Doug O'Laughlin, CFA, is the President of SemiAnalysis, an independent research firm specializing in semiconductors and AI. In the conversation, he discusses OpenAI's strategic partnerships with companies like Nvidia, AMD, and SK Hynix, suggesting that OpenAI is involving multiple stakeholders to create a vested interest in its success. He also highlights the significant capital investments required for AI infrastructure and the potential for major tech companies to leverage their strong balance sheets to fund these developments. (01:31:40) - 𝕏 Timeline Reactions (01:51:17) - Celine Halioua, founder and CEO of Loyal, is developing FDA-approved drugs aimed at extending the lifespan and healthspan of dogs. In the conversation, she discusses the challenges of creating longevity drugs, the regulatory landscape, and the potential for translating canine aging research to human applications. She also highlights the importance of operational excellence and the need for rigorous scientific validation in the field of aging therapeutics. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:18) - AI’s Power Problem (22:04) - Andrej Karpathy AI Models Law of Diminishing Returns (35:40) - 𝕏 Timeline Reactions (56:18) - Apple Goes Meta on AI Glasses (01:01:31) - Josh Isner, President of Axon, has been with the company since 2009, starting in the Leadership Development Program and advancing through various roles to his current position. In the conversation, he discusses Axon's evolution from a hardware-focused company to a leader in software solutions for public safety, highlighting innovations like the Draft One AI product that generates initial police reports from body camera transcripts, significantly reducing officers' administrative workload. He also touches on the strategic acquisition of Prepared AI to enhance emergency response times and emphasizes the importance of open APIs to ensure interoperability with other public safety technologies. (01:19:31) - 𝕏 Timeline Reactions (01:30:12) - Intel CEO Pat Gelsinger has been vocal about the critical role of artificial intelligence (AI) in the company's future and the broader tech industry. He emphasizes that as everything becomes more digital, the demand for semiconductors, which power AI technologies, will continue to grow. Gelsinger refers to this trend as the "siliconomy," highlighting the increasing reliance on silicon-based technologies in our daily lives. Under Gelsinger's leadership, Intel has launched an "AI everywhere" strategy, aiming to integrate AI capabilities across its product lines. (02:16:04) - 𝕏 Timeline Reactions (02:29:41) - Sheel Mohnot, co-founder of Better Tomorrow Ventures, announced the successful raise of a new $140 million fund focused on pre-seed and seed-stage fintech companies. He discussed the firm's broad investment approach, including vertical SaaS and B2B marketplaces, and noted the evolving fintech landscape, highlighting recent public offerings by companies like Chime, Klarna, and Etoro. Mohnot also emphasized the importance of resilience for founders during challenging periods and shared his perspective on the competitive dynamics within the stablecoin sector. (02:40:30) - Santiago Nestares, co-founder of Dual Entry, an AI-driven ERP company, discusses their recent $90 million Series A funding and the challenges of modernizing legacy ERP systems. He highlights their innovative migration engine that enables rapid, low-risk transitions, allowing clients to experience the platform with their own data before committing. Nestares emphasizes the importance of reducing repetitive tasks for finance teams, enabling them to focus on strategic decision-making. (02:47:35) - Austin Federa, co-founder of DoubleZero and former Head of Strategy at the Solana Foundation, discusses how DoubleZero is building a high-performance, permissionless fiber network to enhance blockchain infrastructure by increasing bandwidth and reducing latency. He explains that the current internet was not designed for high-performance systems like blockchains, leading to inefficiencies and vendor lock-in due to data transfer costs. By creating a decentralized network of dedicated fiber and subsea cables, DoubleZero aims to provide faster, more efficient connectivity for distributed systems, starting with Solana validators as their initial market. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 million fund, now the largest dedicated pre-seed technology fund in the UK. He emphasized their focus on investing in founders at the earliest stages, particularly at the pre-seed level, and highlighted their commitment to evaluating the personal attributes and backgrounds of entrepreneurs, including their childhood experiences and co-founder relationships. Chowdhry also discussed the firm's contrarian approach to investing in diverse sectors, from high-frequency trading to robotics, and their dedication to leading 90% of their investment rounds without relying on external validation. (01:51:25) - Jim Gao, CEO and Co-Founder of Phaidra, has a background in mechanical engineering and environmental science from the University of California, Berkeley, and previously led DeepMind's energy team, achieving significant energy savings in Google's data centers. He discusses Phaidra's recent Series B funding of over $50 million to develop AI agents for AI factories, emphasizing the complexity of modern data centers and the role of AI in autonomously optimizing their operations. Gao highlights the industry's skilled labor shortage and envisions AI agents augmenting the workforce by acting as virtual plant operators, continuously improving energy efficiency and system stability. (02:01:24) - Fan-Yun Sun, founder and CEO of Moonlake AI, discusses the company's mission to democratize the creation of real-time interactive content, such as simulations and games, by enabling users to generate interactive worlds in minutes without requiring programming expertise. He highlights the potential of AI-generated virtual environments to revolutionize industries like gaming, animation, and education, emphasizing the importance of tool use in developing these generative worlds. Sun also notes that legacy game studios are enthusiastic about collaborating with Moonlake AI to explore new possibilities in interactive content creation. (02:14:24) - Carl Pei, co-founder and CEO of Nothing, discusses the company's recent $200 million Series C funding round, which values the company at $1.3 billion. He highlights the company's growth, noting that they are approaching $1 billion in revenue this year, and emphasizes their focus on building a strong foundation in hardware, particularly smartphones. Pei also shares plans to launch AI-integrated devices starting next year, aiming to create an AI-native platform where hardware and software converge into a single intelligent system. (02:22:02) - Shehzan Maredia, CEO and founder of Lava, a non-custodial Bitcoin lending platform, discusses the launch of a new product that allows users to earn yield on USD backed by Bitcoin. Unlike traditional methods requiring complex financial engineering or exposure to volatile altcoins, Lava offers a secure way to earn returns by making over-collateralized Bitcoin-backed loans, ensuring safety through Bitcoin's liquidity and instant liquidation capabilities. Maredia emphasizes the platform's global accessibility and its appeal to both Bitcoin holders and those seeking high, secure returns on their cash. (02:31:22) - Victor Riparbelli, co-founder and CEO of Synthesia, discusses the company's evolution from its 2017 inception, focusing on AI-driven video creation for enterprises. He highlights the shift from traditional video production to AI-generated content, emphasizing the efficiency and accessibility of their platform. Riparbelli also addresses the challenges and opportunities in AI video, underscoring the importance of utility over novelty in delivering value to customers. (02:40:15) - William Fedus, known as Liam, has a physics background and spent several years at Google Brain, where he worked on generative models, reinforcement learning, and developed some of the first trillion-parameter neural networks. He later joined OpenAI in late 2022, contributing to the development of ChatGPT. In the conversation, Liam discusses his transition from OpenAI to co-founding Periodic Labs, aiming to build systems that can intentionally design the physical world by integrating experimental data with AI, focusing on applications like discovering novel superconductors and advancing material science. (02:55:26) - Jayanth Madheswaran, founder and CEO of Eve, an AI platform for plaintiff law firms, discusses how Eve's technology enables these firms to handle more cases efficiently by automating tasks like case intake and document drafting, aligning with their value-based pricing model. He highlights the contrasting business models of plaintiff and defense law firms, noting that while plaintiffs' firms benefit from increased efficiency through AI, defense firms, which bill by the hour, may be less inclined to adopt such technologies. Madheswaran also addresses the broader implications of AI in the legal industry, including the potential for increased lawsuits and the transformation of traditional law firms into AI-native entities. (03:11:54) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:21) - Sora 2 Launch Reactions (13:13) - Tony Xu, CEO and co-founder of DoorDash, discusses the company's recent innovations, including the 'Going Out' feature for in-restaurant dining, Dash Smart Fulfillment Services enabling one-hour delivery for retailers without physical stores, and the autonomous delivery vehicle 'DoorDash Dot.' He emphasizes the importance of continuous improvement and innovation to maintain a competitive edge in the evolving delivery industry. Xu also highlights DoorDash's commitment to supporting local businesses and enhancing customer experiences through technological advancements. (39:19) - Patrick O’Shaughnessy is the CEO of Positive Sum, founder of Colossus, and host of the popular investing podcast Invest Like the Best. He’s known for exploring ideas at the intersection of business, technology, and investing, often highlighting innovative companies and investment strategies. (46:27) - Simon Eskildsen, formerly Shopify's Director of Production Engineering, co-founded TurboPuffer, a company specializing in efficient search engines for large-scale data. In the conversation, he reflects on his eight-year tenure at Shopify, emphasizing the critical role of infrastructure in e-commerce and the lessons learned from managing high-stakes systems. Eskildsen also discusses the challenges of integrating AI into commerce, the importance of efficient search capabilities, and the evolving landscape of AI infrastructure and energy consumption. (01:02:22) - 𝕏 Timeline Reactions w/ Simon Eskildsen (01:32:29) - Zach Abrams, co-founder of Bridge—a stablecoin payment network acquired by Stripe for $1.1 billion—discusses the launch of Open Issuance, a platform enabling rapid creation of customized stablecoins. He envisions a future where numerous entities, including banks and fintechs, issue their own stablecoins, enhancing financial services and user experiences. Abrams also reflects on the challenges faced during Bridge's early days, navigating industry upheavals and the collapse of key banking partners, emphasizing the resilience required to succeed in the evolving stablecoin landscape. (01:42:39) - Andrew Feldman, co-founder and CEO of Cerebras Systems, announced the completion of a $1.1 billion funding round, emphasizing the company's development of AI infrastructure that significantly outperforms traditional GPUs in both inference and training tasks. He highlighted the rapid evolution of AI from novelty to productivity, underscoring the necessity for speed in AI applications and the transformative potential of faster infrastructure on industries, drawing parallels to how increased internet speeds enabled Netflix's shift from DVD rentals to a major movie studio. (01:49:52) - Brandon Millman, co-founder and CEO of Phantom, discusses the launch of two new products: Cash, a stablecoin developed in partnership with Bridge and Stripe, and Phantom Cash, an in-app experience utilizing the Cash stablecoin to enhance daily financial activities. He explains that while initial adoption is expected from existing crypto users seeking everyday utility, the goal is to attract a broader audience over time. Millman also highlights the strategic decision to create a stablecoin that balances compatibility and rewards, aiming to provide a middle-ground solution for companies without the resources to develop their own stablecoins. (01:57:25) - 𝕏 Timeline Reactions (02:27:16) - Stanley Tang, co-founder of DoorDash and head of DoorDash Labs, discusses the launch of "Dot," the company's first autonomous delivery robot designed for suburban areas. Dot is purpose-built for local deliveries, capable of carrying up to 30 pounds and reaching speeds of 20 miles per hour, operating on bike lanes, roads, and sidewalks. Tang emphasizes that Dot is part of DoorDash's broader vision to create a multimodal delivery fleet, integrating various autonomous technologies to meet diverse delivery needs. (02:40:06) - Alex Albert, Head of Developer Relations at Anthropic, discusses the recent launch of Claude Sonnet 4.5, highlighting its superior coding capabilities and enhanced performance across various tasks. He shares positive feedback from developers, noting significant improvements and increased usage. Additionally, Alex announces a community contest encouraging innovative applications of Claude Sonnet 4.5, offering prizes such as a free max plan for a year and $1,000 in API credits. (02:49:02) - Arthur Querou, CEO and co-founder of Vibe, a streaming TV ad platform, discusses how Vibe simplifies TV advertising for small and medium-sized businesses by offering a self-service platform that allows users to easily select channels, target audiences, and measure ad performance. He highlights the advantages of connected TV (CTV) advertising, such as its targetability, measurability, and reach comparable to platforms like Instagram, making it an effective acquisition channel for marketers. Querou also shares that Vibe has raised $50 million in funding and emphasizes the company's focus on serving performance marketers through a self-service model, aiming to democratize TV advertising for businesses of all sizes. 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(01:27) - Meta AI App Community Reactions (19:45) - 𝕏 Timeline Reactions (35:22) - Stargate Project Reactions (40:33) - Claude Sonnet 4.5 Reactions (43:54) - Mike Krieger, co-founder and former CTO of Instagram, is now the Chief Product Officer at Anthropic, an AI company based in San Francisco. In the conversation, he discusses the evolution of AI models, emphasizing the importance of balancing eagerness and laziness in AI responses to enhance user experience. He also highlights the significance of AI's ability to maintain coherence over extended tasks, noting that longer task consistency builds user trust and enables more complex applications. (01:16:08) - 𝕏 Timeline Reactions (01:29:04) - Dylan Field, co-founder and CEO of Figma, discusses the integration of AI into design workflows, emphasizing its potential to enhance designers' capabilities by automating routine tasks and enabling more creative exploration. He highlights the importance of balancing AI assistance with human creativity, ensuring that AI serves as a tool to augment rather than replace the designer's role. Field also reflects on the evolving landscape of design, noting that as AI technologies advance, designers will need to adapt by embracing new tools and methodologies to stay at the forefront of the industry. (01:57:48) - Jeff Weinstein, a product leader at Stripe, discusses the integration of agentic commerce into ChatGPT, enabling users to discover and purchase products directly within the chat interface. He highlights the collaboration between Stripe and OpenAI to develop the Agentic Commerce Protocol, an open standard that allows businesses to make their checkouts compatible with AI agents, facilitating seamless transactions initiated by AI. Weinstein also mentions the introduction of a shared payment token API, which enables secure processing of agentic payments across different payment processors. (02:07:45) - Adam Draper, a fourth-generation venture capitalist and co-founder of Boost VC, discusses the firm's recent $87 million fundraising success , highlighting their commitment to investing in pioneering deep tech startups. He shares his personal experience of flying a jetpack, emphasizing Boost VC's dedication to turning science fiction concepts into reality. Draper also outlines the commercialization strategies for jetpack technology, including defense applications like boarding ships and search-and-rescue missions, and expresses enthusiasm for emerging sectors such as biotechnology and health tech. (02:15:49) - James Hawkins, co-founder and co-CEO of PostHog, discusses the company's recent $1.4 million Series E funding round and their developer-focused analytics tools designed to help businesses build better products. He emphasizes PostHog's strategy of offering a wide range of integrated tools to provide a comprehensive view of customer data, differentiating them from competitors. Hawkins also highlights the company's approach to product development, which involves small, autonomous teams working on multiple products simultaneously, fostering rapid iteration and responsiveness to customer needs. (02:24:45) - Erik Bernhardsson, founder and CEO of Modal Labs, discusses how his company provides infrastructure tailored for AI applications, addressing the limitations of traditional tools like Kubernetes and Docker. Modal Labs focuses on serving startups and later-stage companies with a usage-based pricing model, charging per GPU hour. Bernhardsson highlights the inefficiencies in GPU utilization, noting that many companies overcommit resources, and emphasizes Modal's approach of scaling up and down to ensure clients pay only for actual usage. He also shares his perspective on the GPU market, predicting Nvidia's dominance in the near term but expressing optimism about future competition from alternatives like Google's TPUs and AMD. Additionally, he critiques the complexity of CUDA programming and anticipates the development of more user-friendly solutions in the coming years. (02:32:07) - Adam Foroughi, CEO and co-founder of AppLovin, discusses the company's origins in 2012, focusing on providing advertisers with revenue-based pricing models for mobile game advertising. He highlights the challenges faced in securing venture capital funding, noting skepticism about competition from tech giants like Google and Facebook. Foroughi also emphasizes the importance of AI in enhancing advertising effectiveness and the company's commitment to maintaining a lean, high-performing team culture. (03:00:11) - David Senra is the creator of the Founders Podcast, where he delves into the lives and strategies of history's most successful entrepreneurs. In this conversation, he discusses his collaboration with Rob Moore and Andrew Huberman on a new show, emphasizing their shared commitment to quality and innovation. Senra also reflects on his approach to podcasting, highlighting his dedication to delivering concise, impactful content that respects the audience's time and attention. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:11) - Meta AI Vibes Reactions (45:21) - ChatGPT Pulse Reactions (01:12:00) - 𝕏 Timeline Reactions (01:35:06) - Friend OOH Campaign Reactions (01:46:28) - 𝕏 Timeline Reactions (01:52:26) - Roon, an anonymous and influential online poster, discusses the transformative impact of AI tools like Codex and Claude code on software development, emphasizing their potential to significantly enhance productivity and reshape the industry. He also explores the broader implications of AI integration into daily life, touching on topics such as the evolution of user interactions with AI models, the role of open-source AI, and the cultural significance of media like the anime "Evangelion." Additionally, Roon reflects on the dynamics of talent acquisition in the AI sector and the interplay between legal frameworks and innovation in the U.S. economy. (02:30:58) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:28) - OpenAI Plans to Bring Ads to ChatGPT (25:45) - OpenAI's Trillion-Dollar Buildout (42:57) - 𝕏 Timeline Reactions (01:30:31) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a principal at Founders Fund and co-founder of Varda Space Industries. In the conversation, he discusses the challenges and strategies of transferring industrial processes, like semiconductor manufacturing, to the U.S., highlighting the TSMC Arizona project as an example. He also touches on China's manufacturing capabilities, the importance of co-location in production, and the complexities of reshoring industries to the United States. (02:02:46) - Garrett Langley, founder and CEO of Flock Safety, discusses the company's mission to eliminate crime through innovative technology, including the deployment of drones to enhance public safety. He highlights the effectiveness of their solutions in assisting law enforcement, noting that Flock Safety's technology has contributed to solving approximately 10% of reported crimes in the U.S. Langley also emphasizes the importance of community engagement and transparency in implementing these technologies to ensure they serve the public effectively. (02:30:49) - Matan Grinberg, CEO and co-founder of Factory, an AI company specializing in autonomous software development agents, discusses the company's mission to bring autonomy to software engineering through their model-agnostic "droids," which have achieved top rankings in the Terminal Bench benchmark. He emphasizes the importance of addressing the entire software development lifecycle, including tasks like code review, documentation, and testing, to prevent bottlenecks and enhance overall efficiency. Additionally, Grinberg announces a $50 million funding round from NEA, JP Morgan, and Nvidia, highlighting the company's growth and commitment to advancing AI-driven software development solutions. (02:40:54) - Francis Pedraza, founder and chairman of Invisible Technologies, discusses the company's recent $100 million fundraising and its profitable scaling to $134 million in revenue last year. He highlights Invisible's unique approach of building custom AI applications for enterprises and governments, contrasting it with traditional SaaS models by offering end-to-end solutions rather than just tools. Pedraza also emphasizes the company's commitment to AI training, noting their ability to hire thousands of experts weekly to enhance model accuracy and performance. (02:50:11) - David Paffenholz, CEO and co-founder of Juicebox (PeopleGPT), discusses how his company leverages AI to enhance recruitment by identifying hard-to-find talent through large language models that analyze diverse data sources. He emphasizes the increasing importance of hiring the right talent in an AI-driven world, noting that as AI amplifies individual productivity, securing top-tier professionals becomes crucial. Paffenholz also highlights Juicebox's flexible pricing models, including per-seat SaaS subscriptions and usage-based fees, with aspirations to move towards outcome-based pricing in the future. (02:59:23) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:11) - Peter Thiel Gets Apocalyptic (13:55) - The Myth of AI Millions (49:20) - 𝕏 Timeline Reactions (54:34) - Bret Taylor, co-founder of Sierra and chairman of OpenAI's board, discusses how Sierra's AI agents are transforming customer service by autonomously handling tasks like answering calls and managing complex processes, thereby reducing costs and enhancing customer experiences. He emphasizes the importance of aligning AI solutions with business outcomes, advocating for outcome-based pricing models where clients pay for successfully completed tasks, ensuring that Sierra's services directly contribute to measurable business improvements. Taylor also highlights the challenges incumbent software companies face in adapting to AI advancements, noting that transitioning both technology and business models is complex, and that startups like Sierra have the advantage of agility and focus in this rapidly evolving landscape. (01:31:07) - Joe Lonsdale is a serial entrepreneur and venture capitalist, known for co-founding Palantir Technologies and serving as managing partner at 8VC. In the conversation, he discusses the rapid growth and high valuations in the AI sector, emphasizing the importance of investing in top talent and innovative ideas. He also highlights the potential of AI to transform various industries, including healthcare and construction, and shares insights on the evolving startup landscape in Texas. (01:59:04) - 𝕏 Timeline Reactions (02:07:16) - Jim Cramer's Daily Ritual (02:11:50) - VCs Scramble For AI Darlings (02:22:27) - 𝕏 Timeline Reactions (02:26:59) - Riley Walz, a 23-year-old software engineer, discusses his creation of "Find My Parking Cops," an app that used publicly available data to track San Francisco parking enforcement officers in real time, allowing users to see their locations and ticketing activity. He explains how he identified predictable patterns in ticket ID numbers to scrape this data, leading to the app's rapid viral success. However, within four hours of its launch, the city altered its website to block data access, effectively disabling the app. (02:43:20) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:18) - NVIDIA Invests $100B in OpenAI (33:51) - 𝕏 Timeline Reactions (50:53) - Edward Woodford, co-founder and CEO of Zero Hash, discusses the company's recent $104 million Series D2 funding round led by Interactive Brokers, with participation from Morgan Stanley, SoFi, and Apollo Global Management, elevating Zero Hash to unicorn status. He highlights the significance of these strategic investors, many entering the crypto space for the first time, as a testament to the maturity of the crypto and stablecoin landscape. Woodford also emphasizes Zero Hash's role in powering Interactive Brokers' crypto product and mentions upcoming collaborations with Morgan Stanley and SoFi to integrate crypto trading and stablecoin functionalities into their platforms. (01:00:40) - Carriednointerest, a prominent anonymous poster, discusses the impact of artificial intelligence (AI) on private equity (PE) software roll-ups, highlighting the shift from growth-at-all-costs strategies to a focus on operational efficiency and value creation. He emphasizes that AI's ability to streamline operations and enhance customer interactions necessitates that PE firms adapt by integrating AI-driven efficiencies to maintain competitive advantages. Additionally, he notes that while AI presents opportunities for cost reduction and improved service delivery, it also poses challenges, such as the potential for increased competition and the need for firms to reassess their investment strategies in light of technological advancements. (01:22:39) - Secrets of Roblox Exposed (01:54:02) - Ryan Anderson, CEO and founder of Filevine, a leading legal work platform, discusses the company's recent $400 million Series E funding round, emphasizing its significance in the legal tech industry. He shares his journey from practicing law to establishing Filevine in 2015, driven by the need for better task management solutions in legal practice. Anderson also highlights the integration of AI into Filevine's platform, enhancing efficiency and client service for legal professionals. (02:09:24) - Katherine Boyle, a General Partner at Andreessen Horowitz and co-founder of its American Dynamism practice, discusses the launch of dynamic tech defense reform aimed at overhauling defense procurement processes to better integrate emerging technologies. She highlights the bipartisan consensus in Washington on the necessity of these reforms, emphasizing the removal of past performance requirements to level the playing field for startups. Boyle also underscores the importance of rebuilding American manufacturing capabilities, particularly in defense and aerospace sectors, to maintain a competitive edge against global adversaries. (02:27:23) - Ash Egan, founder and General Partner of Archetype, a New York-based venture capital firm, has been investing in the crypto space for over a decade. In the conversation, he discusses his early interest in Ethereum and smart contracts, his investment in Chainalysis, and the evolution of meme coins and decentralized autonomous trusts (DATs). He also highlights the growing institutional appetite for crypto and the importance of community-driven infrastructure in the sector. (02:38:02) - Mahyar Raissi, co-founder and CEO of OpenPhone, discusses the company's rebranding from Kuo to OpenPhone, emphasizing the need for businesses to efficiently manage communications to prevent revenue loss. He highlights the platform's evolution from a simple phone app to a comprehensive, AI-enhanced communication tool tailored for small to medium-sized businesses. Raissi also shares that OpenPhone has raised approximately $105 million in funding, with significant contributions from General Catalyst Fund, to support their rapid growth and customer acquisition strategies. (02:47:06) - Nick Gomez, founder and CEO of Inkeep, discusses his company's recent $13 million seed funding aimed at developing AI assistants for technical companies like Anthropic and Midjourney. He highlights the challenges faced by engineering and support teams in creating and managing these assistants, emphasizing the need for tools that cater to both technical and non-technical users. To address this, Inkeep has launched a no-code plus code visual builder and TypeScript SDK, enabling teams to build AI agents that are accessible to support teams while offering a robust developer experience for engineers. (02:55:36) - Lorenz Meier, CEO and Co-Founder of Auterion, is renowned for creating the PX4 autopilot system, an open-source platform that has become a standard in the drone industry. In the conversation, he discusses Auterion's development of a common operating system for drones, enabling interoperability across various manufacturers and enhancing autonomy on the edge. He emphasizes the importance of deploying AI applications on a unified OS to achieve supremacy in autonomous systems, highlighting the company's commitment to building the "brains" behind drones rather than the hardware itself. (03:02:59) - Zane Hengsperger, founder of Nox Metals, a Y Combinator-backed company, discusses securing $4.6 million in funding to establish Factory 1, aiming to supply tube and plate metals to factories across the Midwest and beyond. He emphasizes the importance of integrating debt into the business model to manage inventory effectively and highlights the challenges in developing supplier relationships due to industry incumbents. Hengsperger also notes that while targeting small to medium machine shops, the ultimate goal is to serve original equipment manufacturers (OEMs) to address broader issues in the metal supply chain. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:21) - Inside ChatGPT’s Everyday Uses (35:28) - 𝕏 Timeline Reactions (58:21) - John Shahidi is an Iranian-American entrepreneur and content/media executive based in Newport Beach, California. He co-founded Shots Studios (formerly Rock Software / RockLive) with his brother Sam Shahidi, originally doing mobile games and celebrity apps before shifting into talent management, content production, and podcasting. He also serves as President of Happy Dad Hard Seltzer & Tea and leads the Shots Podcast Network. He’s known for his ability to pivot from apps to multimedia ventures, working with influencers and creative talent, blending media, marketing, and branding in youth-oriented digital culture. (01:45:43) - 𝕏 Timeline Reactions (02:00:30) - Laura Deming, a venture capitalist and founder of the Longevity Fund, discusses her work at Until Labs, where she aims to develop hibernation pods akin to those in science fiction, with the immediate goal of cryopreserving human organs to improve transplant logistics. She highlights the challenges of scaling cryopreservation from embryos to human organs, emphasizing the need to prevent ice formation during the freezing process. Deming also touches on the potential future applications of this technology, including long-term space travel and extending human lifespan by pausing biological processes. (02:27:05) - 𝕏 Timeline Reactions (02:31:17) - Kimbal Musk, an entrepreneur and philanthropist, co-founded The Kitchen Restaurant Group and the nonprofit Big Green, focusing on sustainable food systems and education. In the conversation, he discusses the success of Nova Sky Stories' Vatican show, which attracted 300,000 attendees, and highlights plans for future large-scale drone art performances worldwide. He also emphasizes the importance of expanding their drone fleet to meet growing demand and maintaining a 100% safety record. (02:49:01) - Steven Glinert, CEO of Sphere Semi, announced the company's successful $12 million funding round led by Acme Capital and Future Ventures, bringing their total funding to $20 million. He emphasized Sphere Semi's focus on revolutionizing analog semiconductor design through AI, aiming to automate the traditionally manual process and enhance efficiency. Glinert also highlighted the company's strategic expansion into the defense sector, particularly in developing RF components, and plans to venture into mixed-signal chips to meet the growing demands of data centers. (02:57:29) - Ethan Barajas, co-founder and CEO of Icarus Robotics, is leading the development of dexterous, free-flying robots designed to perform routine maintenance and logistics tasks aboard spacecraft, thereby allowing astronauts to focus on scientific research and manufacturing. These robots, which can be controlled from the ground, aim to reduce the high costs associated with astronaut labor, estimated at $135,000 per hour. Icarus Robotics has secured a $6.1 million seed funding round and plans to launch their robots to the International Space Station by late 2026 or early 2027 for a year-long testing phase. (03:06:10) - Austin Petersmith, co-founder and CEO of Howie.ai, discusses the company's recent $6 million seed funding and the launch of their AI-powered scheduling assistant, Howie, which combines advanced models with human oversight to optimize meeting arrangements. He explains the product's pricing tiers—$35 per month for the base version and $145 for the Pro version, which offers white-labeling and advanced preferences—and addresses the challenges of balancing AI automation with human verification to ensure accuracy. Petersmith also shares insights into the competitive landscape, emphasizing the complexities of developing such a product and expressing confidence in Howie.ai's ability to stay ahead by continually enhancing their offerings. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:21) - xAI Unveils Colossus 2 Datacenter (30:20) - Pippa Lamb, a partner at Sweet Capital, discusses the recent U.S. state visit to the UK, highlighting significant tech investments from companies like Microsoft, Google, and Nvidia, and emphasizing the UK's ambition to become an AI superpower. She also provides insights into Prime Minister Keir Starmer's leadership, noting his pragmatic approach and pro-business stance, and touches on the UK's focus on growth, particularly in the tech and R&D sectors, as it seeks to strengthen its position post-Brexit. (47:30) - Johnny Carson's Former Home Lists for $110M (53:56) - 𝕏 Timeline Reactions (01:28:53) - Aaron Slodov, CEO and co-founder of Atomic Industries, is leading efforts to revitalize American manufacturing through advanced technologies. In the conversation, he discusses the company's recent Series A funding, plans to expand manufacturing facilities in Detroit, and the integration of AI and automation to enhance production efficiency. He also highlights the importance of reindustrializing the U.S. to strengthen the industrial base and reduce reliance on foreign manufacturing. (01:46:27) - 𝕏 Timeline Reactions (01:51:40) - Ariana Thacker, founder and CEO of MoldCo, transitioned from venture capital to entrepreneurship after her personal battle with mold toxicity. In the conversation, she discusses MoldCo's mission to revolutionize mold-related illness treatment by offering accessible, evidence-based care through virtual platforms, including specialized lab tests and treatments guided by mold-trained clinicians. She also highlights the company's recent $8 million funding round, emphasizing the growing awareness and need for effective solutions to mold exposure and its health impacts. (02:01:57) - Will Hurd, a former CIA officer and U.S. Representative for Texas's 23rd district, is now the Chief Strategy Officer at Chaos Industries, a defense technology company. In the conversation, he discusses his journey from studying computer science at Texas A&M University to serving in the CIA, where he was stationed in India, Pakistan, and Afghanistan, and later transitioning into politics due to his experiences briefing Congress. He highlights the importance of integrating technological expertise into government to address national security challenges, emphasizing the need for innovation in defense technologies to maintain U.S. superiority. (02:27:53) - Sam Ross, co-founder and CEO of Numeral, a company specializing in automating sales tax compliance for e-commerce and SaaS businesses, discusses Numeral's recent $35 million funding round at a $350 million valuation, following a Series A led by Benchmark earlier this year. He highlights the challenges of sales tax compliance faced during his time running a vitamin gummy e-commerce business, which led to the creation of Numeral to simplify this process. Ross also touches on the impact of AI on business models, noting that while AI is central to current fundraising efforts, it has led to increased operational costs, such as higher AWS bills, though he remains optimistic about future efficiencies. (02:48:04) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:30) - Meta Connect Reactions (05:25) - The Timeline Reacts to Meta Connect (40:13) - 𝕏 Timeline Reactions (47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion investment in the UK over the next five years, including the creation of 350 new jobs and establishing London as the European defense headquarters. Mosley emphasizes the UK's unique talent pool and the importance of interoperability among Western allies, drawing lessons from the war in Ukraine. (57:48) - 𝕏 Timeline Reactions (01:14:46) - Brendan Foody, CEO and co-founder of Mercor, discusses the company's rapid growth from a $1 million to a $500 million revenue run rate in 17 months, attributing this success to their AI-driven platform that connects specialized global talent with AI development opportunities. He highlights the shift in AI model evaluation from academic benchmarks to professional domains, emphasizing the need for human-defined success criteria to train models effectively. Foody also touches on the importance of staying at the frontier of AI advancements and the challenges of predicting future demand in a rapidly evolving industry. (01:31:08) - Darren Mowry, Managing Director for North America at Google Cloud, discusses the rapid evolution of AI and its impact on startups, highlighting the increased demand for AI infrastructure and the swift consumption of Google Cloud credits by startups. He emphasizes Google's commitment to supporting these startups through advanced AI models like Gemini and partnerships with companies such as Anthropic and Meta, enabling seamless integration and innovation. Mowry also notes the significance of Google's AI Builders Summit, bringing together founders and builders to explore AI's transformative role across various industries. (01:38:14) - Kayvon Beykpour, co-founder of Periscope and former Twitter product leader, discusses the evolution of Periscope from its initial concept as "Bounty," a platform for requesting photos from specific locations, to its transformation into a live video streaming service. He highlights the challenges of building a live-focused social network and emphasizes the importance of integrating live streaming features into existing platforms. Beykpour also introduces his new venture, Macroscope, an AI-powered tool designed to help developers and product managers understand codebases, track changes, and identify bugs, aiming to enhance productivity and reduce time spent in meetings. (02:02:37) - Mukund Jha, co-founder and CEO of Emergent, discusses the company's AI-powered platform that enables non-technical users to transform ideas into fully functional, production-ready applications. Since its launch three months ago, Emergent has attracted over a million users who have built more than 1.5 million apps, with a significant portion being monetizable. Jha highlights the platform's unique ability to support web, mobile, and backend development in one integrated system, catering to a diverse user base from business owners digitizing their operations to entrepreneurs launching startups. (02:08:57) - 𝕏 Timeline Reactions (02:19:23) - Noah Löfquist discusses his work on developing computer use agents—software designed to automate tasks by training foundation models to operate computers like humans. He emphasizes the importance of high-quality data, noting that much of it can be synthetically generated, and highlights the initial focus on automating monotonous tasks such as managing emails and scheduling. Lfquist envisions a future where these agents seamlessly integrate structured outputs and APIs to efficiently perform a wide range of computer-based activities. (02:24:13) - 𝕏 Timeline Reactions (02:31:24) - Dan Lahav is the co-founder and CEO of Irregular, an AI security company that recently emerged from stealth with $80 million in funding. In the conversation, Lahav discusses Irregular's mission to collaborate with leading AI labs like OpenAI and Anthropic to proactively identify and mitigate potential security threats posed by advanced AI models. He emphasizes the importance of developing high-fidelity simulations to test AI systems under various scenarios, aiming to build the next generation of defenses ahead of potential attacks. (02:39:58) - Ben Milne, founder and CEO of Brale, has been a fintech innovator for over a decade, previously establishing Dwolla. In the conversation, he discusses Brale's mission to simplify stablecoin creation, reducing the process from a costly, lengthy endeavor to an affordable, rapid one, enabling businesses to launch custom stablecoins efficiently. Milne emphasizes the benefits of stablecoins in reducing costs, generating revenue, and offering customization, while ensuring interoperability across various blockchain platforms. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Live from Meta Connect (01:26:51) - Chris Cox, Meta's Chief Product Officer, leads the development of core applications like Facebook, Instagram, WhatsApp, Messenger, and Threads, as well as overseeing the company's AI and privacy initiatives. (01:38:16) - Adam Mosseri, the Head of Instagram, discusses the platform's evolution from simple square photos to incorporating videos, stories, and direct messaging, emphasizing the need to adapt to user preferences to remain relevant. (01:45:21) - Connor Hayes discusses Threads' rapid growth, noting it has surpassed 400 million monthly active users, and highlights its global reach. (01:51:31) - Roberto Nickson discusses his enthusiasm for the Meta Ray-Ban smart glasses, highlighting the natural feel of the electromyography band and its potential as a creator tool for capturing behind-the-scenes and point-of-view content. (01:54:01) - Alexandr Wang discusses the rapid establishment of the AI lab, emphasizing Meta's unparalleled resources and talent density, which he believes position the company to achieve superintelligence. (02:01:31) - Andrew Bosworth, Meta's Chief Technology Officer, discusses the company's advancements in augmented reality (AR) and artificial intelligence (AI), highlighting the development of Orion AR glasses and the integration of AI into wearable technology. (02:16:26) - Eva Chen, Meta's Vice President of Fashion Partnerships, discusses the integration of stylish design and advanced technology in products like the Ray-Ban Meta smart glasses, emphasizing their seamless fit into everyday fashion. (02:21:56) - Tiffany Janzen, founder of TiffinTech, discusses her excitement about Meta's product announcements at Meta Connect 2025, particularly the Meta Ray-Ban displays, highlighting their potential to revolutionize content creation by enabling instantaneous capture of organic moments. (02:28:06) - Mark Zuckerberg discusses the future of augmented reality (AR) glasses and their integration with artificial intelligence (AI). (02:39:51) - Alex Himel, Meta's Vice President of Wearables, discusses the company's latest advancements in wearable technology, including the second generation of Ray-Ban Meta glasses with improved battery life, image quality, and an AI mode for the camera. (02:46:51) - Rocco Basilico, Chief Wearables Officer at Luxottica, recounts how his passion for integrating technology with eyewear led him to proposing a collaboration that eventually resulted in the Ray-Ban Meta smart glasses. (02:52:31) - James Cameron discusses his enthusiasm for virtual reality (VR) as a medium for cinematic experiences. (03:00:46) - Vishal Shah, Vice President of the Metaverse at Meta, discusses the company's progress in developing immersive experiences, emphasizing the role of generative AI in enabling users to create virtual environments. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.ai/Privy - https://privy.ioCognition - https://cognition.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:30) - TBPN in the WSJ (21:13) - "Daddy is very much home" says Elon (01:29:33) - Ishan Mukherjee, co-founder of Pixie Labs and former Senior Vice President of Growth at New Relic, discusses the launch of Rocks2GA, achieving $25 million in revenue, and securing major clients like Saudi Aramco. He highlights their focus on delivering ROI within 90 days through agent-based pricing and full-service deployment, differentiating from competitors like Salesforce. Mukherjee also emphasizes their lean team structure, with 25 engineers and 10 field and sales personnel, enabling rapid product development and customer integration. (01:37:00) - Tony Holdstock, co-founder and CEO of Ingest, discusses the company's recent $21 million Series A funding round led by Altimeter Capital, with continued investment from Andreessen Horowitz. He explains that Ingest offers an asynchronous execution platform enabling developers to build durable workflows as step functions, simplifying infrastructure management. Holdstock highlights the platform's applications in AI and AI agents, emphasizing its role in accelerating product iteration by abstracting complex infrastructure tasks. (01:47:20) - Tomer London, co-founder and Chief Product Officer of Gusto, leads the development and execution of the company's product vision, focusing on modernizing payroll, benefits, and compliance for small businesses. In the conversation, he discusses Gusto's new features aimed at improving cash flow for small businesses, including faster payroll processing options like next-day, same-day, and instant payroll, as well as a partnership with Paraffin to offer Payroll Bridge, a solution to help businesses meet payroll even when funds are short. He emphasizes the importance of addressing cash flow challenges to alleviate the stress small business owners face when they can't meet payroll obligations. (02:05:05) - Andrei Serban is the Founder and CEO of Console, a company that automates IT support using AI agents. In the conversation, he discusses Console's recent $23 million Series A funding led by DST Global and Thrive Capital, and explains how their AI agents integrate with organizational systems to handle tasks like password resets and access requests directly within Slack, aiming to reduce the support. (02:17:40) - Andrew Yang, an entrepreneur and former 2020 Democratic presidential candidate, is known for advocating Universal Basic Income (UBI) to address job displacement due to automation. In the conversation, he discusses his new venture, Noble Mobile, a mobile service provider aiming to reduce costs for consumers by offering unlimited data plans with potential cash-back incentives for lower usage, and highlights the ease of switching carriers using eSIM technology. (02:36:30) - Tim Higgins, a business columnist at The Wall Street Journal and former Apple beat reporter, discusses his new book, "I Wore," which explores Apple's dominance in the digital world and the challenges posed by rivals like Epic Games and Spotify. He highlights the ongoing debates over Apple's App Store policies, including the 15-30% commission, and the broader implications of antitrust scrutiny on the company's future innovations, particularly in AI. Higgins also notes the potential distractions these legal battles pose for Apple, drawing parallels to Microsoft's past antitrust issues. (02:52:40) - Alexander Embiricos, the product lead for OpenAI's Codex, discusses the recent launch of a new Codex model, highlighting its integration across various coding environments and its evolution into an AI teammate capable of independent task execution. He emphasizes the model's adaptability in dynamically adjusting response times based on query complexity and notes a significant increase in usage due to continuous improvements. Embiricos also addresses the importance of prompt engineering and the challenges in steering AI agents effectively. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.ai/Privy - privy.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:42) - Google Gemini Strikes Back (01:59) - TBPN in the WSJ (04:31) - Google Gemini's Comeback Breakdown (36:15) - China Hits NVIDIA on Antitrust (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversation, he discusses China's antitrust investigation into Nvidia, highlighting the potential for significant fines and the strategic timing of the probe amid U.S.-China trade negotiations. He also examines the complexities surrounding TikTok's operations in the U.S., emphasizing the legal challenges and geopolitical considerations influencing the platform's future. (01:01:16) - Timeline Reactions (02:30:22) - Pete Shadbolt, co-founder and Chief Scientific Officer of PsiQuantum, a quantum computing company based in the Bay Area, discusses the company's journey from academic research to securing a $1 billion funding round aimed at building large-scale quantum computers. He highlights their focus on developing a million-qubit system by leveraging semiconductor manufacturing, partnerships with entities like GlobalFoundries, and collaborations with governments in Australia and the U.S. to establish quantum computing facilities. Shadbolt emphasizes the strategic importance of quantum computing, its potential applications in fields like chemistry and materials science, and the necessity of substantial investment and innovation to overcome technical challenges and achieve practical, error-corrected quantum systems. (02:44:43) - Sadi Khan, co-founder and CEO of Aven, discusses the company's innovative home equity-backed credit card, which offers homeowners the ability to secure lower interest rates and earn 2% unlimited cash back on all transactions. By streamlining the traditionally lengthy HELOC process to just 15 minutes through advanced automation, including remote wet signatures executed by robotic arms, Aven provides a seamless and efficient borrowing experience. Khan also highlights the company's recent Series E funding and emphasizes Aven's commitment to offering the lowest cost of capital to consumers, regardless of fluctuating interest rate environments. (02:51:41) - Lukas Czinger, Vice President of Operations, Automation, and Manufacturing at Divergent 3D, discusses the company's recent $290 million Series E funding round, which will enable the expansion of their Los Angeles campus and the establishment of new facilities across the U.S. He emphasizes the strategic importance of locating these facilities near key defense and automotive clients to enhance collaboration and logistics. Additionally, Czinger highlights the versatility of Divergent's digital manufacturing platform, capable of seamlessly producing diverse products without downtime, and shares updates on the Czinger 21C hypercar, noting multiple deliveries in the U.S. and Europe, with plans for future variants and models. (03:00:54) - Kyle Samani, co-founder and managing partner of Multicoin Capital, a leading cryptocurrency investment firm, discusses raising $1.65 billion in two weeks for Ford Industries, aiming to establish it as a top digital asset treasury company with aspirations of becoming a $50 billion publicly traded entity. He highlights the strategic team collaboration with Jump and Galaxy, emphasizes opportunities in mergers and acquisitions, and outlines plans to leverage capital market structures to enhance shareholder value. (03:11:47) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:03) - Declining AI Adoption (16:03) - YC Demo Day (36:53) - Peter Tuchman (Einstein of Wall Street) (45:45) - Apple Debuts iPhone 17 (01:08:39) - How to think about the $300B OpenAI-Oracle TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiTurbopuffer - https://turbopuffer.comFal.AI - fal.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:20) - Timeline Reactions (02:39) - OpenAI & Microsoft's For-Profit Restructure (19:07) - Anthropic CEO Weighs in on Future of AI (22:35) - GPT-5 Data Analysis (25:04) - Timeline Reactions (01:00:34) - AI Startup Founder's Winning Formula (01:31:41) - Timeline Reactions (01:40:02) - WSJ Mansion Section (01:56:10) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In his conversation, he discusses his excitement about joining Lightspeed, emphasizing the firm's comprehensive support for companies from seed stage through IPO and beyond. He also highlights plans to enhance Lightspeed's media presence through platforms like TikTok and Instagram, aiming to authentically share founders' stories and differentiate the firm's brand in the venture capital landscape. (01:30:44) - Nico Rosberg, a German-Finnish former racing driver, won the 2016 Formula One World Championship with Mercedes before retiring days later. He discusses his transition from racing to venture capital, founding Rosberg Ventures to invest in top-tier VC funds and bridge European corporates with innovative U.S. startups. Rosberg also highlights the challenges European car manufacturers face in adopting new technologies and the rapid advancements of Chinese electric vehicle companies. (02:01:02) - Nir Zicherman, CEO and co-founder of Oboe, previously co-founded Anchor and served as VP of Audiobooks at Spotify. In the conversation, he introduces Oboe as an AI-driven platform designed to create personalized, multimodal courses on any topic, aiming to make learning more accessible and engaging. Zicherman emphasizes the importance of multimodal learning experiences, including text, audio, and interactive elements, to cater to diverse learning preferences. (02:09:42) - Amjad Masad, CEO of Replit, discusses the company's recent $250 million funding round at a $3 billion valuation, highlighting the launch of Agent 3, an autonomous AI tool designed to test, fix code, and build custom workflows. He emphasizes Replit's mission to democratize software development, enabling individuals without coding experience to create applications through natural language interactions. Masad also envisions a future where AI agents can autonomously develop software, reducing the need for traditional coding and expanding access to software creation across various professions. (02:26:39) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is an entrepreneur specializing in consumer generative AI products, with a background that includes leading AI initiatives at Snap Inc. He discusses Higgsfield's recent $50 million fundraising, the company's support for social media-native creators, and the rapid growth of their AI-generated content, which has surpassed 1.3 billion views in just five months. Additionally, he highlights the launch of Higgsfield Ventures to support the next wave of AI startups and shares insights into the future of AI-driven content creation, predicting that in three years, every second video will be AI-generated, with Higgsfield playing a significant role in this transformation. (02:35:10) - Stefan Cohen, a Partner at Bain Capital Crypto, has been leading the firm's crypto investments since 2016, focusing on areas like layer 1 infrastructure, scaling solutions, DeFi, and privacy. In the conversation, he discusses the firm's flexible investment strategy, which includes both liquid tokens and early-stage projects, emphasizing long-term positions over active trading. He also highlights the importance of supporting founders with unconventional ideas, noting that many successful companies start with concepts that are initially hard to believe. (02:47:10) - Rohan Kodialam, co-founder and CEO of Sphinx, discusses how his company is developing AI copilots to transform raw data into actionable business insights, particularly focusing on tabular and time-series data that traditional large language models struggle with. He highlights their initial work with hedge funds, providing tools for quantitative analysts to extract valuable insights from data more efficiently. Kodialam also touches on Sphinx's go-to-market strategy, which includes both enterprise sales and a bottom-up approach targeting data scientists frustrated with existing tools, and emphasizes their focus on building transformative solutions over immediate monetization. (02:52:49) - Timothy Luchini, CEO of Intramotev Autonomous Rail, discusses the development of battery-electric autonomous railcars designed to enhance the efficiency and flexibility of freight transportation. By equipping individual railcars with self-propulsion capabilities, these vehicles can operate independently or integrate into traditional long trains, facilitating more frequent and adaptable freight movements. This innovation aims to reduce idle times, lower greenhouse gas emissions, and make rail transport more competitive with trucking by offering faster and more flexible delivery options. (03:01:26) - Marc Boroditsky, Chief Revenue Officer at Nebius, brings extensive experience from leadership roles at Twilio, Oracle, and Cloudflare. He discusses Nebius's recent $17.4 billion partnership with Microsoft to provide AI infrastructure, highlighting the company's focus on building AI infrastructure for startups and enterprises. Boroditsky emphasizes Nebius's commitment to delivering comprehensive AI solutions, including model creation, training, and inference capabilities, to support customers from development to production. (03:09:44) - Michael Tannenbaum, CEO of Figure Technology Solutions, discusses the company's recent IPO, highlighting its growth and profitability, the $185 billion total addressable market in private credit, and its leadership in tokenizing real-world assets on blockchain. He explains how Figure's technology streamlines loan origination and capital markets, citing a partnership with Houzz that reduces loan processing costs by $11,000 and shortens timelines from 45 to 5 days. Reflecting on the IPO process, Tannenbaum notes the shift towards virtual meetings post-COVID and emphasizes the importance of public markets for growth and branding, drawing parallels to his experience at SoFi. 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(00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many products they use daily are from publicly traded companies, suggesting they consider buying shares instead of just the products. This engagement significantly boosted his social media following, increasing from 260,000 to over 419,000, with some posts garnering 40 million views. (17:44) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, a Swedish fintech company, discusses the company's journey from its inception to its recent IPO, highlighting the challenges faced, including early cash flow issues and the strategic shift towards consumer services. He emphasizes the importance of global expansion, particularly in the U.S. market, and the role of AI in enhancing operational efficiency and customer experience. Siemiatkowski also reflects on the significance of building transparent financial products that cater to consumers seeking alternatives to traditional credit cards. (41:44) - David Sandström, Chief Marketing Officer at Klarna, discusses his journey from leading a major Nordic ad agency to transforming Klarna from a traditional B2B financial institution into a vibrant consumer lifestyle brand. He emphasizes the importance of understanding consumer behavior and the psychology behind brand preferences, highlighting the strategic decision to adopt pink branding to differentiate Klarna in the predominantly blue financial sector. Sandström also explores the cultural differences between European and American markets, noting the U.S. consumer's appreciation for marketing and entrepreneurial success, and discusses Klarna's expansion strategies, including the introduction of in-store payment options and a physical card to meet consumer demand. (52:32) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a voice AI research company, recently joined Klarna's board of directors. In his conversation, he discusses how he met Klarna's CEO, Sebastian Siemiatkowski, through a Sequoia event, leading to their collaboration on integrating AI to enhance customer service and internal processes. He emphasizes the importance of using AI to automate routine tasks while leveraging human expertise for complex issues, and highlights the growing European tech ecosystem, particularly in Sweden and Poland, encouraging founders to think globally from the outset. (01:09:26) - Andrew Reed, a Partner at Sequoia Capital since 2014, has been instrumental in investments across various sectors, including fintech and consumer internet. In the conversation, he discusses Sequoia's initial investment in Klarna in 2010, the company's strategic expansion into the U.S. market, and the evolving landscape of the fintech industry, emphasizing the importance of innovation and adaptability in a competitive environment. (01:21:55) - Markus Villig, the Estonian entrepreneur and founder of Bolt, discusses his journey from starting the company at 19 to its expansion into global markets, emphasizing the importance of first establishing a strong home base before scaling internationally. He highlights the similarities between Bolt and Klarna in building two-sided marketplaces, noting the focus on supply-side growth to enhance consumer value. Villig also shares insights on the future of ride-sharing, the impact of self-driving technology, and the role of artificial intelligence in improving operational efficiency. (01:43:05) - Lynn Martin, the 68th president of the New York Stock Exchange (NYSE) and the second woman to lead the exchange, discusses the recent surge in initial public offerings (IPOs), highlighting successful listings like Figma and Klarna, and emphasizes the importance of companies having a clear, deliberate strategy with a path to profitability when going public. She also notes the positive market response to Oracle's recent partnership with OpenAI, which led to a significant increase in Oracle's stock price. Additionally, Martin highlights the launch of NYSE Texas, which has attracted over 50 listed companies and 13 ETFs, attributing its success to Texas's pro-business legislation. 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(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. He also highlights Andrew Dudum of Hims & Hers as an underrated entrepreneur, noting the company's rapid growth and successful public offering. (24:17) - Jerry Qian, co-founder and CEO of Reacher, an AI-powered platform that automates creator marketing workflows for brands, discusses how Reacher helps brands find the right creators, personalize outreach, manage payments, and generate scripts to create viral content. He highlights the emergence of TikTok Shop as a significant social commerce platform and emphasizes the role of AI in enhancing creator marketing. Jerry also shares that Reacher has achieved $137,000 in monthly recurring revenue. (27:52) - Joshua Reeves, CEO and co-founder of Gusto, a company reimagining payroll and HR services for small businesses, discusses his journey from Stanford electrical engineering graduate to entrepreneur, highlighting his experience with Y Combinator's Winter 2012 batch and the early days of Gusto. He shares insights into the company's initial focus on payroll, the importance of using their own product before paying themselves, and the challenges of raising funds during a time when many startups were centered on social and mobile platforms. Reeves also reflects on the significance of customer-centricity, drawing inspiration from Steve Jobs' 2005 Stanford commencement speech, and emphasizes the value of understanding and serving customers to build a successful business. (33:28) - Bruno Koba, co-founder of Gauss, introduces their AI-driven investment analyst designed to assist retail investors in making informed decisions by monitoring markets, filtering noise, and delivering personalized insights. He emphasizes the platform's focus on reducing emotional investment mistakes and catering to thesis-driven investors who lack time for extensive market research. Bruno also shares his background, including roles at Nubank and Monashees, and mentions Gauss's subscription model, charging $19 per month, with plans to transition to a Registered Investment Advisor (RIA) model. (39:24) - Jason Cornelius, co-founder and CEO of Perseus Defense, discusses the development of affordable 16-inch guided missiles designed to counter drone threats. He highlights the limitations of existing counter-UAS solutions, such as electronic warfare and high-cost interceptors, and introduces Perseus Defense's cost-effective alternative, aiming to produce missiles for under $10,000 per unit. Cornelius also shares the company's rapid prototyping progress, including multiple missile iterations and live-fire tests, and mentions engagements with the Department of Defense to advance the technology's deployment. (44:53) - Farhan Khan, co-founder of Meteor and former University of Washington computer science student, discusses their AI-native browser designed to automate repetitive online tasks, positioning it as a superior alternative to Google Chrome. He explains that Meteor employs AI agents to handle activities like scheduling meetings and data entry, aiming to save users significant time. Farhan also shares his entrepreneurial journey, including previous projects and his decision to drop out of college to focus on building Meteor. (48:31) - Wyatt Lansford is the co-founder and CTO of Pally, a platform that consolidates contacts and conversations from various platforms into one place, utilizing on-device AI to maintain user privacy. In the conversation, Haz Hubble, Pally's founder, discusses the platform's functionality, emphasizing its local data processing to ensure privacy, and shares the company's growth metrics, including reaching over 3,500 users and achieving $125,000 in annual recurring revenue within two months of launch. He also recounts his entrepreneurial journey, highlighting his admiration for Richard Branson and an early venture selling FIFA Ultimate Team coins at age 12. (52:10) - Luigi Pederzani is the co-founder and CTO of mcp-use, an open-source toolkit that enables developers to build and deploy AI agents using the Model Context Protocol (MCP). In the conversation, he discusses mcp-use's open-source strategy, its growing GitHub repository with over 7,000 stars, and the company's bottom-up approach to enterprise adoption, similar to Supabase. He also mentions raising $6 million in funding and his previous experience in Zurich working on virtual try-on technology for e-commerce. (56:18) - Dhruv Roongta is a 20-year-old entrepreneur and co-founder of Slashy, an AI agent that integrates with various applications to automate repetitive tasks. In the conversation, he discusses how Slashy connects to tools like calendars, Gmail, and Notion to streamline workflows, reducing the need for manual input. He also shares that 40% of their batch uses Slashy, with a 30% week-over-week growth, and mentions that 30% of the VCs at Demo Day are utilizing the product for meeting preparation. (01:01:21) - Anmol Tukrel, CEO of Closera, a Y Combinator-backed startup, discusses how his company leverages AI to automate time-consuming tasks for commercial real estate brokers, such as creating sales materials—a process that traditionally takes four weeks and costs $5,000, but with Closera, can be completed in about five minutes. He also shares his background as a former Google product manager who monetized projects like Gemini and NotebookLM, and as the creator of iDentifi, an app aiding the visually impaired, which was featured in a Google commercial alongside notable figures. (01:05:23) - Joshua Browder, founder and CEO of DoNotPay, discusses the emergence of AI-driven solutions in niche sectors, highlighting a startup utilizing AI for waste collection. He emphasizes the potential for building substantial businesses in specialized areas that large AI models may overlook. Browder also reflects on his early entrepreneurial ventures, including selling jailbroken phone themes at age 13, and expresses admiration for Larry Ellison's pricing strategies and business acumen. (01:12:06) - Anson Yu is the founder of Normal, a company that automates hardware testing and compliance processes, focusing on robotics, drones, and other electrical components with radio features. He discusses how Normal streamlines testing infrastructure, which is often cumbersome or located overseas, to support teams in efficiently validating their hardware products. Since launching three weeks ago, Normal has achieved $35,000 in revenue and completed its funding round. (01:15:47) - Aden Clemente, CTO of Effigove, is developing an AI operating system for local governments, starting with a 24/7 311 call center service. He discusses the limited availability of 311 lines in cities and how Effigove's AI-driven solution aims to provide consistent information services to all municipalities, regardless of size. Clemente also shares that Effigove is live in one city with an $80,000 ARR and has two additional contracts pending. (01:22:10) - Zane Hengsperger, founder of Nox Metals, is revolutionizing the U.S. metal supply chain by integrating software and automation to deliver raw materials more efficiently to manufacturers. In the conversation, he discusses how his company purchases large metal billets, cuts them using advanced band saws, and supplies precisely sized blocks to clients like Hadrian for CNC machining. Hengsperger emphasizes the importance of reindustrializing America by enhancing factory efficiency through technology, aiming to provide next-day delivery of custom-cut metal blocks to factories n...

(00:25) - AI Adoption Trending Down for Large Companies (17:57) - OpenAI Backs AI Animated Feature Film (21:31) - Avi Schiffmann, the creator of the AI companion device "Friend," discusses the product's extensive billboard advertising campaign and addresses criticism from a Wired article titled "I Hate My Friend," suggesting that the journalists' negative experiences may reflect their own biases. He emphasizes that Friend is designed to be more than a sycophantic AI, aiming to make users more confident and agentic, and notes that while the device may not appeal to everyone, many users have formed strong attachments, sending thousands of messages daily. Schiffmann also touches on the unique personality of Friend, shaped by years of development, and considers future economic models, including offering "life insurance" for the AI to preserve its memory and personality over time. (34:09) - OpenAI Backs AI Animated Feature Film (cont'd) (46:30) - Timeline (01:10:34) - China's Smart Glasses Domination (01:38:43) - Sunny Madra, an experienced entrepreneur and current COO and President at Groq, has a history of successful exits, including the sales of Autonomic to Ford and Xtreme Labs to Pivotal. In the conversation, he discusses the U.S. President's proactive approach to supporting technologists by addressing issues like export controls and tariffs, emphasizing the administration's commitment to enabling innovation and ensuring America's leadership in AI and technology. (01:52:18) - Scott Wu, CEO and co-founder of Cognition AI, is a renowned competitive programmer and entrepreneur who has led the development of Devin, an autonomous AI software engineer. In the conversation, Wu discusses Cognition's recent $10.2 billion valuation following a funding round led by Founders Fund, the integration of Windsurf's products with Devin to enhance software engineering efficiency, and the company's focus on automating engineering tasks to reduce developer toil. He also addresses concerns about AI-generated code security, emphasizing the importance of existing engineering processes like code reviews, and highlights the potential for AI tools to transform software development by enabling engineers to focus on strategic problem-solving. (02:14:11) - Ara Kharazian is an economist at Ramp, specializing in AI trends, macroeconomic forecasting, labor economics, and business dynamism. In the conversation, he critiques the Census Bureau's AI adoption survey for underestimating usage due to its narrow question framing, highlights Ramp's data indicating a 45% AI adoption rate among U.S. businesses, and discusses the emergence of the 996 work culture in San Francisco, noting increased Saturday work activity among startups. (02:28:58) - Zach Lloyd, founder and CEO of Warp and former lead of the Google Sheets team, discusses the launch of Warp Code, an evolution of the Warp terminal into an agentic development environment that integrates AI agents to assist developers in writing, debugging, and deploying code. He highlights new features such as a built-in file editor, tools for reviewing agent-generated code, and WARP.md files for guiding agent behavior, emphasizing the importance of transparency and control in AI-assisted development. To make the launch memorable, Lloyd delivered the announcement from horseback in a Western-themed setting, aligning with the "Code on Warp" (C.O.W.) branding. (02:36:54) - Alex Cohen, CEO of Hello Patient, a healthcare AI company, discusses the challenges of implementing conversational AI in healthcare, emphasizing the need for specialized solutions that integrate deeply with existing systems to handle complex workflows. He highlights the limitations of generic AI models in healthcare settings and the importance of understanding nuanced clinic operations to improve patient communication and scheduling. Cohen also touches on the balance between deterministic and generative AI approaches, aiming to enhance patient experiences while maintaining reliability and compliance. (02:49:30) - Mati Staniszewski, co-founder and CEO of ElevenLabs, announced a $100 million tender offer at a $6.6 billion valuation, allowing early employees and investors to sell shares. He highlighted the company's rapid growth, reaching $200 million in annual recurring revenue, and emphasized their commitment to providing liquidity to early stakeholders while maintaining a healthy financial position. Staniszewski also discussed ElevenLabs' diverse revenue streams, including a creative platform for content creators and an agents platform for enterprises, both contributing equally to the company's success. (03:03:48) - Daniel Kao, co-founder and CEO of TruckSmarter, discusses the company's recent $16 million fundraising led by Socio Ventures, backed by Cox Enterprises, and the launch of their new product, Dispatch. He highlights TruckSmarter's mission to provide free load boards to truck drivers, addressing the inefficiencies in job sourcing by consolidating disparate information into a single, accessible platform. Kao emphasizes the company's commitment to layering additional services, such as financial tools and AI-driven job matching, to further empower small trucking businesses and enhance their operational efficiency. 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(00:00) - Intro (00:05) - Cracks Emerge in Meta's Scale AI Bet (14:19) - Alex Karp (Palantir CEO) (36:57) - USA vs. Google (01:04:37) - Big Numbers: $610M for Browser Company, $1B in ARR at Ramp, $600B in Meta CAPEX, $1T for Tesla's Pay Package TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiTurbopuffer - https://turbopuffer.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:34) - Timeline (13:35) - Trump's Tech Dinner (22:19) - Tesla's $1T Pay Package (36:25) - OpenAI Mass Producing Chips with Broadcom (45:26) - Ellen in the Mansion Section (53:23) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg's digital brands, co-anchors Bloomberg Television's "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses the recent jobs report, noting that the number was below expectations and highlighting concerns about the labor market's state. He mentions that excluding health care, the economy has been shedding jobs, with manufacturing employment down 78,000 so far this year. Weisenthal also touches on the impact of AI investments on employment, suggesting that while data centers may not add significantly to employment, the promise of AI could lead to job destruction rather than growth. (01:25:15) - 2019 Seal Team 6 Mission Gone Wrong (01:28:46) - Washington Post Now on Substack (01:31:00) - Timeline (01:53:42) - Giorgio Armani Passes Away at 91 (01:59:25) - Jason Droege, a seasoned technology executive and entrepreneur, is the Interim CEO of Scale AI, having previously founded Uber Eats and served as a Venture Partner at Benchmark. In the conversation, Droege discusses his extensive experience in the tech industry, including his role in launching and scaling Uber Eats to a $20 billion annual gross merchandise volume, and his current focus on expanding Scale AI's applications and services business to deliver customized AI solutions for enterprises and governments. (02:23:05) - Dave Marra, CEO of Rivet Industries, discusses the company's mission to serve the half-billion workers in the Western world who are underserved by big tech, focusing on those in demanding environments like flight lines, factories, and battlefields. He highlights Rivet's recent $195 million contract with the U.S. Army to develop next-generation soldier mission command systems, emphasizing the importance of comfort, ruggedization, compliance, and utility in their products. Marra also notes that advancements in technology have now made it feasible to create such devices, which were not possible five years ago, and underscores the significance of dual-use applications for both military and commercial markets. (02:37:15) - Mert Mumtaz, co-founder and CEO of Helius—a developer platform for the Solana blockchain—discusses the launch of Tempo, a new Layer 1 blockchain focused on payments, developed by Stripe and Paradigm. He highlights the controversies surrounding Tempo, including its positioning as an L1 rather than an L2, and the challenges of maintaining a payments-only chain in a permissionless environment. Mumtaz also addresses the potential for Tempo to become permissionless in the future and the implications of such a transition. (02:53:49) - Harish Abbott, co-founder and CEO of Augment, announced the company's $85 million Series A funding round, led by Redpoint Ventures, to enhance their AI logistics assistant, Augie. He discussed Augie's role in automating tasks like quoting, dispatching, tracking, and billing, aiming to streamline operations in the fragmented $900 billion freight industry. Abbott also reflected on lessons from his previous venture, Deliverr, emphasizing the importance of customer focus and operational efficiency in scaling Augment's solutions. (02:59:58) - Tuhin Srivastava, CEO of BaseTen, an AI infrastructure company, announced the company's recent $150 million funding round. He discussed BaseTen's focus on simplifying AI inference for businesses by managing the complexities of deploying and scaling machine learning models, allowing companies to concentrate on their unique applications. Srivastava also highlighted the company's rapid growth, expanding from 30 to 104 employees in the past year, and emphasized the importance of speed and efficiency in the competitive AI landscape. (03:07:02) - Cecilia Ziniti is a seasoned technology and legal executive with over 20 years of experience, including roles as the founding lawyer for Amazon's Alexa and General Counsel for Replit. In the conversation, she discusses Anthropic's $1.5 billion settlement with authors over AI copyright infringement, highlighting that the agreement addresses past unauthorized use of pirated works for training their AI model, Claude, and noting that authors will receive compensation of at least $3,000 per work. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiTurbopuffer - https://turbopuffer.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(10:15) - Alex Karp, co-founder and CEO of Palantir Technologies, discusses the company's significant growth, highlighting a 93% increase in U.S. operations and a 94% Rule of 40 score, attributing success to their unique approach of charging clients based on value creation. He emphasizes the importance of aligning software costs with the value delivered, contrasting Palantir's model with traditional software businesses that often rely on client dependency. Karp also underscores the critical role of integrating large language models with high-fidelity data to enhance business operations, advocating for transparency and efficiency in enterprise software solutions. (33:44) - Ben Harvatine, an engineer by training and entrepreneur, currently serves as an Account Strategist and Supply Chain Lead at Palantir Technologies. In the conversation, he discusses his unconventional path to Palantir, highlighting his background in mechanical engineering and architecture, and his experiences at Anheuser-Busch and hardware startups. He also showcases a 3D-printed robot arm demo, illustrating Palantir's efforts to integrate data solutions with physical hardware on factory floors, emphasizing the importance of bringing the right data to the right person at the right time to enhance decision-making processes. (43:17) - Danny Lutkus, a commercial lead for industrials at Palantir Technologies, has been with the company for over 12 years, focusing on business development in the Midwest. He discusses his transition from government projects to commercial sectors, emphasizing his work with major manufacturers like Johnson Controls and Eaton to optimize supply chains and manufacturing processes using Palantir's AI solutions. Lutkus highlights the importance of integrating AI to rapidly identify and implement solutions, reducing the traditional reliance on lengthy strategy consulting processes. (01:04:11) - Jonathan Webb, Co-founder and CEO of The Nuclear Company, is leading efforts to modernize nuclear power plant deployment in the U.S. He emphasizes the need for efficient, on-time, and on-budget construction of nuclear reactors to meet increasing energy demands and counter China's rapid nuclear expansion. Webb highlights the importance of integrating advanced technologies and fostering collaboration with regulators to streamline the construction process and ensure safety. (01:20:21) - Nancy Cable is the Senior Director of Manufacturing at Ursa Major, an aerospace and defense company specializing in hypersonic rocket technology. In the conversation, she discusses the Hadley engine, a 5,000-pound thrust class engine capable of Mach 5 flight, emphasizing its critical role in defense and the need for rapid deployment of such technologies. She also highlights the partnership with Palantir to streamline manufacturing processes, aiming to scale production from tens to thousands of units annually by integrating data systems and improving operational efficiency. (01:34:48) - Ryan Asdourian, Executive Vice President and Chief Marketing & Strategy Officer at Lumen Technologies, discusses how Lumen is modernizing telecommunications by enhancing fiber infrastructure to support AI and multi-cloud environments. He highlights the increasing demand for high-capacity, low-latency connectivity, emphasizing Lumen's role in providing scalable, cloud-ready network solutions that empower enterprises to leverage new technologies and gain a competitive edge. (01:45:43) - David Glazer, Palantir Technologies' Chief Financial Officer and Treasurer since 2020, has been with the company since 2013, holding various leadership roles. In the conversation, he discusses the impact of AI on Fortune 500 companies' gross margins, emphasizing that while costs may rise, the value derived from AI will outweigh these expenses. He also highlights Palantir's significant growth in the U.S. commercial sector, noting a 90% increase in the last quarter, and underscores the company's focus on delivering substantial value to its customers. (01:54:50) - Drew Cukor, Chief Data & Analytics Officer at TWG Global, has a distinguished background in AI, having led initiatives at JPMorgan and the Pentagon's Project Maven. In the conversation, he discusses the challenges of integrating AI into complex organizations, emphasizing the need for a holistic approach that considers people, processes, and technology. He highlights the importance of change management and the necessity for organizations to adapt their mindsets to fully leverage AI's potential. (02:09:57) - Matthew Jacoby, Executive Director of Enterprise Strategic Analytics and Data Science at Racetrac, discusses the company's transformation from intuition-based to data-driven decision-making, emphasizing the role of data in optimizing operations and enhancing customer experience. He highlights the importance of predictive and prescriptive analytics in proactively addressing customer needs and operational challenges. Jacoby also touches on Racetrac's investments in electric vehicle infrastructure and the integration of advanced technologies to stay ahead in the evolving retail landscape. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiTurbopuffer - https://turbopuffer.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:08) - Google Stock Soars After Antitrust Ruling (22:23) - United States vs. Google White Board Breakdown (32:52) - Ben Thompson Sees Strategic Victory for Google (46:31) - Leadership Turmoil Hits Nestlé (51:33) - Timeline Reactions (01:11:18) - TBPN City Tier List (01:16:47) - Timeline Reactions (01:55:48) - Aparna Chennapragada, Microsoft's Chief Product Officer for AI at Work, has a rich background in product development, including leadership roles at Google and Robinhood. In the conversation, she discusses integrating AI into Microsoft's productivity tools, emphasizing the balance between adding AI features and enhancing user experience. She highlights the importance of meeting users where they are, whether through chat interfaces or embedded AI functionalities, to make work more efficient and intuitive. (02:14:03) - Breaking: Apple Steps Into AI Search Arena (02:22:42) - Timeline Reactions (02:32:03) - Richard Socher, a prominent AI researcher and entrepreneur, is the founder and CEO of You.com, an AI-powered search engine. In the conversation, he discusses You.com's recent $100 million funding round, valuing the company at $1.5 billion, and highlights the platform's rapid growth, now handling over a billion API calls monthly. Socher also addresses the evolving landscape of search, emphasizing the shift towards AI-driven models and the importance of accuracy in search results. (02:42:26) - Pablo Palafox, co-founder and CEO of HappyRobot, discusses the company's recent $44 million Series B funding led by Base10 Partners, with participation from existing investors like Andreessen Horowitz and Y Combinator. He explains that HappyRobot is building AI workers to automate repetitive tasks in the supply chain industry, such as negotiating freight rates, scheduling shipments, and collecting payments, allowing human teams to focus on strategic and higher-value activities. Palafox highlights that their platform integrates with existing enterprise systems and is already in use by over 70 enterprise customers, including industry leaders like DHL and Ryder. (02:48:03) - Will Bryk, co-founder and CEO of Exa, discusses the company's recent $85 million Series B funding round led by Peter Fenton, highlighting Fenton's extensive experience in guiding companies to IPOs and his alignment with Exa's vision. He elaborates on Exa's mission to build a search engine tailored for AI applications, emphasizing the need for AI-specific search infrastructure distinct from traditional human-focused search engines like Google. Bryk also touches on the challenges and strategies involved in developing such a platform, including the acquisition of a GPU cluster to support their research and the importance of training embedding models to enhance search quality. (03:00:32) - Charlie Wu, founder and CEO of Orchard Robotics, discusses the company's recent $22 million Series A funding led by Quiet Capital and Shine Capital, which will accelerate the development of AI-powered camera systems for precision crop management. He shares his personal journey, highlighting his family's background in apple farming and his early interest in robotics, leading to the creation of technology that provides farmers with detailed data on fruit count, size, color, and growth rates. Wu emphasizes the transformative impact of their technology on agriculture, enabling farmers to make informed decisions that enhance yield, reduce labor costs, and promote sustainable farming practices. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiTurbopuffer - https://turbopuffer.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:35) - Cracks Form in Meta's Acquisition of Scale AI (23:40) - Tesla's Master Plan 4 (36:08) - Ken Griffin Builds Next-Gen Financial Powerhouse (01:07:45) - Advanced AI Blows Up Startup Bills (01:20:36) - Podcast Gold Rush Rocks Media Industry (01:26:54) - Timeline Reactions (01:37:08) - Andrea Hernández, founder of Snaxshot, discusses the evolution of non-alcoholic beverages, noting the initial rise of NA beers and the subsequent resurgence of alcoholic drinks among Gen Z. She critiques the oversaturation of protein-infused products, expressing concerns about potential health impacts from excessive protein consumption. Additionally, Hernández highlights the commodification of wellness in the food industry, emphasizing the need for transparency and authenticity in product offerings. (01:53:56) - Farooq Malik & Charles YooNaut, co-founders of Rain, a stablecoin-powered card issuing and payments platform, discuss Rain's recent $58 million Series B funding round and its mission to revolutionize global payments by integrating stablecoins into the Visa network. They highlight Rain's role in enabling seamless, cost-effective transactions for businesses worldwide, emphasizing the company's partnerships with major clients like Nuvei and Avalanche. Malik also touches on the evolving landscape of stablecoin regulations and the potential for state-backed tokens, citing Rain's collaboration with Wyoming to make their Frontier token globally usable through Rain's infrastructure. (02:07:57) - Mike Maples, co-founding partner at Floodgate, a venture capital firm known for early investments in companies like Twitter and Twitch, discusses his approach to identifying and supporting "Thunder Lizards"—exceptionally disruptive startups. He emphasizes the importance of engaging with founders in their "builder mode," focusing on those deeply immersed in their ideas before they become mainstream. Maples also highlights the significance of determination and original thinking in founders, sharing anecdotes about early investments in companies like Justin.tv (which evolved into Twitch) and Weebly, illustrating his strategy of backing visionary entrepreneurs at the inception of their journeys. (02:37:43) - Arielle Zuckerberg, the youngest sister of Meta CEO Mark Zuckerberg, is a General Partner at Long Journey Ventures, a venture capital firm focusing on early-stage investments. In the conversation, she discusses the firm's commitment to supporting unconventional startups, highlighting investments in unique ventures like a robotic eyelash extension company. She also emphasizes the importance of investing in non-consensus ideas before they become mainstream, believing that the most significant companies of tomorrow often appear unconventional at their inception. (02:54:39) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:04) - Intel's Tricky Dance with Trump (50:05) - Taylor Swift Engaged (54:37) - Dr. Drew (Board Certified Internist) (01:25:11) - SpaceX Launch Reactions (01:33:53) - The Labubu Craze TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:35) - The Labubu Craze (10:41) - History of Pop Mart w/ Intern Tyler (24:34) - The Economics of Pop Mart (32:09) - Tim Cook on the Future of Apple in 2016 (43:34) - Timeline Reactions (01:05:17) - Breaking News: xAI Sues Ex-Engineer (01:14:31) - SpaceX Launch Reactions (01:17:48) - Timeline Reactions (01:46:43) - Mansion Section Catch Up (01:59:18) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and later founded Affirm, a financial technology company offering "buy now, pay later" services. In the conversation, Levchin discusses Affirm's impressive quarter, highlighting a 43% growth in gross merchandise volume and achieving GAAP profitability. He also emphasizes the company's commitment to providing transparent financial products and reflects on the evolving landscape of consumer lending. (02:32:19) - Jim Belosic, CEO of SendCutSend, a rapid manufacturing company specializing in custom sheet metal parts, discusses the company's growth to 350 employees and nine-figure revenue within seven years. He highlights their unique approach of combining software and manufacturing to efficiently serve both individual hobbyists and large corporations, emphasizing the importance of balancing automation with human expertise. Belosic also shares his commitment to self-funding and scaling the business without venture capital, focusing on continuous improvement and innovation. (02:48:15) - Cadillac Celestiq Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:11) - NVIDIA Earnings Breakdown (28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He specializes in semiconductor strategy, market intelligence, and competitive analysis, regularly guiding investors, technology companies, and policymakers with his insights. (01:12:05) - Timeline Reactions (01:58:28) - Ajay Agarwal, a Partner at Bain Capital Ventures, has been with the firm since 2003, focusing on early-stage application software and SaaS investments. In the conversation, he discusses his journey from leading sales and marketing at Trilogy, where he grew annual revenues to $300 million, to his current role at Bain Capital Ventures, emphasizing the importance of software innovation and network effects in building successful companies. (02:30:55) - Koen Bok & Jorn Van Dijk, CEO & Co-Founder of Framer, a professional web design platform, discusses the company's recent Series D funding announcement, highlighting their mission to enable designers to ship websites without relying on developers. (02:41:29) - Hussein Fazal, co-founder and CEO of Super.com, discusses the company's rebranding from SnapTravel to Super.com, emphasizing their focus on providing a membership program that offers customers savings on hotels, gas, insurance, and more. He highlights the company's growth, surpassing $200 million in annualized revenue, and the challenges faced during the acquisition of the Super.com domain, which involved intense negotiations and a significant investment. Fazal also shares insights into their customer acquisition strategies, emphasizing the importance of product-specific channels and the role of AI in personalizing user experiences. (02:50:58) - Oisin Hanrahan, co-founder and CEO of Keychain, previously co-founded Handy, a home services platform acquired by Angi, where he later served as CEO. In the conversation, he discusses Keychain's mission to streamline the consumer packaged goods (CPG) supply chain by connecting brands and retailers with suitable manufacturing partners through an AI-powered platform. He highlights the platform's success, noting that eight of the top ten U.S. retailers use Keychain, and mentions a recent $30 million funding round, bringing their total raised to $60 million. (03:01:07) - Jon Callaghan, co-founder of True Ventures and former Chairman of the National Venture Capital Association, has been a venture capitalist since 1991, with a background in founding three companies. He discusses the evolution of venture capital, emphasizing the shift towards capital efficiency and the ability of founders to achieve more with fewer resources. Callaghan highlights the unprecedented opportunities in the current market, particularly in AI, and underscores the importance of empowering entrepreneurs to take bold risks without fear of failure. (03:16:08) - Shane Hegde, CEO and co-founder of Air, discusses how Air serves as a system of record for creative work, enabling teams to efficiently manage and automate their creative operations. He emphasizes the importance of understanding and meeting the expectations of creative professionals by delivering a product that aligns with their needs. Additionally, Hegde highlights Air's strategic focus on content marketing and culture-led growth to effectively reach and engage their target audience. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:11) - SpaceX Launch Reactions (16:35) - History of SpaceX (29:53) - Mature Startups Get Venture-Debt Boost (41:38) - Timeline Reactions (01:28:52) - Josh Reeves, CEO of Gusto, discusses the company's acquisition of Guideline, a retirement benefits provider, to enhance services for small businesses. He highlights the long-standing partnership between the two companies and emphasizes the potential for deeper integration to simplify retirement benefits and ensure compliance with state mandates. Reeves also touches on the role of AI in improving user experience and operational efficiency within Gusto's platform. (01:45:26) - Keller Rinaudo Cliffton, co-founder and CEO of Zipline, discusses the company's rapid growth in autonomous drone deliveries, highlighting a 25-30% week-over-week increase in flight volumes and a net promoter score of 94. He emphasizes the transformative impact of their services, noting that customers are ordering multiple times per week, with some placing orders several times a day, leading to significant time savings and changes in daily routines. Cliffton also underscores Zipline's commitment to safety, reporting over 120 million commercial autonomous miles flown without any safety incidents, achieving a safety level ten times higher than that of cars. (01:57:54) - Will Brown, a researcher at Prime Intellect, discusses the recent launch of their Environment Hub, designed for reinforcement learning (RL) environments and evaluations. He explains that RL environments function as evaluations where models interact with tasks to receive performance scores, facilitating both training and assessment. Brown also highlights the challenges in scaling RL environments, emphasizing the need for efficient infrastructure and the importance of developing automated evaluation processes to enhance model performance across various applications. (02:25:15) - Julia Steinberg is the GM of Books at Arena Magazine. In this conversation, Steinberg discusses her recent experiences, including a car accident that necessitated a drive to San Francisco, and reflects on infrastructure challenges in California compared to China's rapid development, referencing Dan Wang's book "Breakneck" (02:39:53) - Olivia Moore, a partner at Andreessen Horowitz specializing in AI investments, discusses the firm's release of the "Consumer AI Top 100," a data-driven ranking of the top AI-native web and mobile applications based on user traffic. She highlights the prominence of single-purpose AI tools like Remove.bg and the rise of AI-powered coding assistants such as Replit and Cursor. Moore also notes the increasing involvement of major tech companies in AI, with Google's Gemini ranking second on the list, while Meta's AI initiatives have yet to gain significant traction. (02:52:09) - Flo Crivello, founder and CEO of Lindy, an AI assistant company, discusses the launch of Vibe, a new feature enabling AI-generated code to test its own work autonomously. He highlights the limitations of existing no-code tools, which often require manual testing, and emphasizes Vibe's ability to build complex applications, such as a functional Airbnb clone, by integrating testing capabilities. Crivello expresses optimism about the future of AI-driven development, suggesting that the industry is progressing up the "slope of enlightenment" in the technology adoption lifecycle. (03:00:28) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:11) - Timeline Reactions (01:39) - 100k on X (04:53) - The Experts Weigh in on Intel (20:17) - Founders Podcast: How Elon Works (24:27) - Taylor Swift Engaged (29:21) - Big Family: The Ultimate Status Symbol (51:49) - Friendship Ends over $80M Crypto Bet (01:06:14) - Timeline Reactions (01:22:06) - Fivespan Takes Stake in Ney York Times (01:27:28) - Timeline Reactions (01:29:44) - Wade Foster, co-founder and CEO of Zapier, discusses the company's early decision to become profitable within two years by meticulously managing expenses and avoiding unnecessary spending. He emphasizes the importance of identifying true bottlenecks in business growth, noting that for Zapier, these were often related to management capacity or product features rather than financial constraints. Foster also highlights the challenges of maintaining high gross margins, particularly when customers' extensive use of APIs could lead to increased costs, underscoring the need for careful financial oversight in scaling a tech company. (02:01:26) - Dan Wang, a technology analyst and author of "Breakneck: China's Quest to Engineer the Future," discusses the contrast between China's "engineering state"—focused on rapid infrastructure development—and America's "lawyerly society," which he views as hindered by legalistic processes that impede progress. He highlights China's swift advancements in manufacturing and technology, juxtaposed with the U.S.'s bureaucratic stagnation, and suggests that both nations could benefit by adopting aspects of each other's strengths. (02:29:51) - Nicolas Sharp, founder and CEO of Attio, discusses the company's recent $52 million Series B funding led by Google Ventures, highlighting Attio's AI-native CRM that offers a flexible data model and extensive data ingestion to automate actions. He emphasizes the platform's adaptability to various go-to-market strategies and its ability to execute code within the CRM, enhancing customization and efficiency. Sharp also addresses the importance of managing operational costs associated with AI models and mentions Attio's hybrid pricing model, combining seat-based fees with automation credits to accommodate varying customer needs. (02:39:10) - Shan Aggarwal, Chief Business Officer at Coinbase, oversees the company's global business strategy, partnerships, mergers and acquisitions, and investments. In the conversation, he discusses Coinbase's expansion into supporting a wide range of tokenized assets, including equities and prediction markets, emphasizing the benefits of on-chain assets such as programmability and global access. He also highlights the challenges and progress in regulatory environments for tokenized stocks, the growing demand for stablecoins in cross-border transactions, and Coinbase's recent acquisition of Deribit to enhance its crypto derivatives offerings. (02:51:00) - Vikas Enti, CEO and co-founder of Reframe Systems, discusses his company's mission to build climate-resilient homes using advanced robotics and microfactories, aiming to construct a million homes by 2045. He highlights the inefficiencies in traditional construction and emphasizes the need for mass customization to efficiently build homes in existing neighborhoods. Enti also shares his personal motivation, inspired by becoming a father, to create a sustainable future through innovative housing solutions. (02:59:27) - Bryan Pellegrino, CEO of LayerZero Labs, discusses the company's recent $120 million acquisition of Stargate, marking the largest DAO acquisition to date. He explains that this move reunites Stargate with its original creators, aiming to streamline cross-chain asset transfers and enhance interoperability. Pellegrino also highlights the growing trend of asset tokenization, emphasizing LayerZero's role in facilitating efficient and secure value transfers across various blockchain networks. (03:06:53) - Rylan Hamilton, CEO and co-founder of Blue Water Autonomy, announced the company's $50 million Series A funding led by GV, bringing their total funding to $64 million. He discussed plans to build and deploy a full-sized autonomous ship for the U.S. Navy, designed to operate across the Pacific with significant payload capacity, aiming to enhance naval capabilities with cost-effective, unmanned vessels. Hamilton also highlighted the impact of the Jones Act on their strategy, noting that while it supports domestic shipbuilding, it necessitates sourcing some materials internationally due to competitive disparities. (03:12:40) - Logan Kilpatrick is an American software engineer currently serving as the product lead for Google AI Studio, where he oversees tools enabling developers to build with Google's Gemini AI models. He joined Google in 2024 after leading developer relations at OpenAI from late 2022 through early 2024. (03:25:58) - 100k Followers Surprise TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:59) - Intel's Tricky Dance with Trump (41:09) - Is Trump's Intel Stock-Buy Socialism? (50:44) - Timeline Reactions (59:47) - Darren Rovell, a seasoned sports business journalist and avid memorabilia collector, discusses his transition from ESPN to founding Cllct, a media platform dedicated to the collectibles market. He highlights the platform's mission to provide serious journalism in the collectibles space, emphasizing its role as a comprehensive hub for collectors and investors. Rovell also shares insights into his personal collection, including unique items like the world's oldest Twinkie and significant sports tickets, reflecting his passion for preserving sports history. (01:26:14) - Dr. Drew Pinsky, an American internist and addiction medicine specialist, is renowned for hosting the radio show "Loveline" and the television series "Celebrity Rehab with Dr. Drew." In the conversation, he recounts his venture into the dot-com industry, detailing how a high school friend guided him through establishing an online business during the tech boom, securing significant venture capital, and navigating the challenges of early internet entrepreneurship. He reflects on the rapid rise and fall of his company, highlighting the lessons learned from the experience. (01:57:30) - Colin Anderson, former CFO of Palantir Technologies and co-founder of Friends & Family Capital, discusses his journey from an industrial engineering background to leading Palantir's finance team for eight years. He highlights the company's early challenges, including a period of significant expenses without revenue, and emphasizes the importance of mission-driven work and talent density in overcoming these obstacles. Anderson also shares insights on the forward-deployed engineering model, the complexities of enterprise sales within government sectors, and the critical role of finance in supporting rapid business growth. (02:21:26) - Timeline Reactions (02:27:01) - Truman Sacks, a 24-year-old entrepreneur and CEO of Cubby, discusses the launch of Cubby Law, the first AI teaching assistant for law students. He explains that the platform offers personalized study plans and unlimited practice exams tailored to individual courses and professors, aiming to help students excel in the highly competitive law school environment. Sacks also highlights the business model, targeting law students directly, and mentions the potential for future expansion into legal tech by building early relationships with future lawyers. (02:36:46) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:04) - The Big Money of Clipping (14:12) - Meta Smart Glasses (28:31) - Heads to the Moon (34:21) - Mark Cuban (Investor & Entrepreneur) (01:04:46) - Kanye’s Wild Mansion Makeover (01:08:49) - Gabe Whaley (MSCHF) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:58) - Dow Jumps as Powell Signals Rate Cut (05:46) - Crusoe in Talks for $10B Valuation (15:24) - Inside America's Most Expensive Home (35:46) - Timeline (01:13:47) - Joe Weisenthal, a financial journalist and co-host of Bloomberg's "Odd Lots" podcast, discusses the Federal Reserve's recent policy signals, noting that Chair Jerome Powell's comments suggest a dovish stance, which has positively impacted markets and cryptocurrencies. He highlights the debate over recent labor market data revisions, suggesting that while some view them as signs of economic slowdown, others believe they reflect temporary uncertainties, with potential for acceleration as businesses gain clarity. Weisenthal also touches on the limited role of AI in current economic discussions, indicating that while it's a theoretical concern for central bankers, it hasn't yet significantly influenced policy decisions. (01:31:20) - Jeffrey Katzenberg, a renowned entertainment executive and co-founder of DreamWorks, discusses his investment in Nova Sky Stories, a drone entertainment company co-founded by Kimbal Musk. He likens Nova's innovative use of thousands of proprietary drones to create sky-based visuals to the early days of Pixar, emphasizing its potential to revolutionize storytelling. Katzenberg expresses excitement about collaborating with Musk to develop immersive "Sky Story" experiences, aiming to establish a new era of family-friendly entertainment. (01:56:54) - Jessica Livingston, co-founder of Y Combinator, discusses her observations on the evolving startup ecosystem in San Francisco, noting a significant revitalization and optimism compared to previous years. She reflects on the importance of founders being deeply committed to their ventures, emphasizing that genuine interest and dedication are crucial for navigating the challenges of building a successful startup. Livingston also highlights the value of maintaining a focused and disciplined approach during the early stages of a company, suggesting that minimizing distractions can enhance productivity and increase the likelihood of achieving product-market fit. (02:31:52) - Zachary Bookman is the co-founder and CEO of OpenGov, a company that provides cloud software solutions to local governments and state agencies. In the conversation, he discusses the challenges of modernizing government operations, emphasizing the importance of transparency and efficiency in public administration. He also highlights the need for mission-driven approaches to improve government performance and accountability. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:13) - Timeline (11:48) - The Inexorable Rise of Latin America's Drug Cartels (26:18) - Timeline (26:45) - Beers, Buns, Baseball: The 9-9-9 Challenge (31:35) - Timeline (43:38) - Chase Lochmiller, co-founder and CEO of Crusoe Energy Systems, discusses the company's acquisition of Atero to enhance GPU utilization and efficiency in AI workloads. He emphasizes the importance of optimizing memory management to improve GPU performance and reduce costs, aiming to deliver high-performance, scalable, and reliable AI cloud infrastructure. Additionally, Lochmiller highlights the establishment of Crusoe's first Middle East office in Tel Aviv, leveraging regional talent to better serve a global customer base. Alon Yariv is a technology executive and entrepreneur currently serving as CEO of Atero.ai, a startup he founded in 2024. He has a background in mathematics, holding a Bachelor of Science in Pure Mathematics from Tel Aviv University, with expertise in combinatorics, graph theory, topology, and algebraic number theory. In addition to his work in tech, he shares insights on AI, entrepreneurship, and product development through writing and social media. (58:57) - Fil Aronshtein, co-founder and CEO of Dirac, a company specializing in automating work instructions, discusses the company's partnership with Siemens, which has facilitated introductions to major automotive and defense clients, enhancing their market presence. He announces a successful primary financing round, securing $10.7 million from Founders Fund and Coatue, underscoring investor confidence in Dirac's mission. Aronshtein also highlights the importance of capturing and structuring tribal knowledge within manufacturing processes to improve efficiency and adaptability across various industries. (01:08:33) - Gorkem Yurtseven, co-founder and CTO of Fal.ai, a company specializing in AI-generated media, discusses the company's rapid growth, attributing it to a dual focus on enterprise sales and an accessible developer experience. He highlights the importance of fine-tuning image models for specific products, enabling better image generation, and anticipates similar advancements in video fine-tuning. Yurtseven also notes the emergence of competitive open-source video models from China, such as a recent release from Alibaba, while acknowledging that AI-generated media has yet to reach mainstream adoption. (01:18:34) - Sudheesh Nair discusses his company's recent $47 million funding round, emphasizing plans to create a new category by developing enterprise web agents that automate large-scale web browsing, transforming the internet into a structured database for enterprise analysis. He highlights the challenges of automating complex human-like browsing behaviors and outlines a proprietary architecture that captures website snapshots to generate synthetic data for scalable solutions. Sudheesh also addresses the competitive landscape, noting the convergence of browser agents, infrastructure providers, and code generation tools, and expresses confidence in his company's ability to build a significant enterprise-grade solution in this evolving market. (01:28:09) - Julie Zhuo, a Chinese-American computer scientist and businesswoman, served as Facebook's Vice President of Product Design before co-founding Sundial, a data analytics startup. In the conversation, she discusses the importance of internal tools and experimentation in scaling products, the role of intuition and data in product development, and the significance of observing user behavior to inform design decisions. She also reflects on the challenges of managing growth teams and the necessity of balancing qualitative feedback with quantitative data to achieve product success. (01:37:51) - Jakob Diepenbrock, a student investor and entrepreneur, founded one of the world's largest investing clubs for young people and has collaborated with leading financial industry figures to educate youth about investments. In the transcript, he discusses the evolution of startups Rainmaker and Valor from their early, uncertain pre-seed stages to their current success, emphasizing the importance of El Segundo as a hub for aerospace, defense, and hardware companies due to its rich talent pool and supply chain. He also highlights the area's cultural appeal to young entrepreneurs aiming to build impactful companies and mentions the historical significance of El Segundo, originally established as Chevron's second refinery in California. (01:46:05) - Timeline (01:50:17) - Gabe Whaley, founder and CEO of MSCHF, discusses the launch of Applied Mischief, an agency offering their internal creative services to external clients. He explains MSCHF's structure as a holding company with various divisions, including handbags, footwear, and fine art, each supported by a centralized back office handling design, marketing, and other functions. By opening these services to external clients, they aim to create a new profit center and expand their creative horizons. (02:19:05) - Timeline (02:46:24) - David Senra is the creator and host of the "Founders" podcast, where he delves into the lives and careers of notable entrepreneurs by reading and discussing their biographies. His podcast has gained recognition for its in-depth analysis and storytelling, attracting a dedicated audience interested in business and entrepreneurship. In various interviews, Senra has emphasized the importance of passion and perseverance in one's work. He believes that genuine love for one's craft enables individuals to overcome challenges and achieve long-term success. For instance, he highlights how Steve Jobs consistently created innovative products across multiple decades, attributing this sustained success to Jobs' deep passion for his work. Senra also discusses the significance of choosing the right heroes and learning from their experiences. He mentions figures like Steve Jobs, Enzo Ferrari, and David Ogilvy as sources of inspiration, noting that studying their lives provides valuable insights into building successful businesses and fulfilling lives. Regarding his own journey, Senra shares that he didn't discover his true calling until his early thirties. He underscores the importance of persistence and following one's passion, regardless of when one finds it. This perspective is evident in his dedication to the "Founders" podcast, where he combines his love for reading and storytelling to share the lessons from the lives of great entrepreneurs. In summary, David Senra is a podcaster who explores the biographies of influential entrepreneurs, extracting lessons on passion, perseverance, and the importance of learning from the experiences of others. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:21) - Timeline (06:37) - AI Orality Opens Up the Grift Gates (27:23) - Ellison's Cloud Scores Big with AI Titans (44:25) - Timeline (01:35:31) - Silicon Valley's Pro-Family Posture Fights Reality (01:46:00) - Timeline (01:57:17) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's evolution into a comprehensive financial platform, offering services like credit cards, banking, and retirement accounts. He highlights Robinhood's mission to democratize finance by enabling customers to manage various financial assets and transactions within a single app. Tenev also emphasizes the integration of AI to enhance customer support and the company's commitment to expanding access to financial markets, including initiatives to involve retail investors in IPOs and private markets. (02:31:59) - Mark Cuban, a billionaire entrepreneur and owner of the Dallas Mavericks, discusses the potential risks of integrating advertisements into AI models, emphasizing that such practices could lead to manipulative outputs and ethical concerns. He highlights the importance of maintaining transparency and trust in AI interactions, warning that ad-driven algorithms might prioritize profit over accuracy, similar to issues observed in social media platforms. Cuban advocates for clear identification of any advertising within AI platforms to ensure users are aware when they are being marketed to, thereby preserving consumer trust. (03:02:38) - Qasar Younis, co-founder and CEO of Applied Intuition, discusses his company's role in providing software tools for autonomous vehicle development, emphasizing their profitability and high gross margins. He highlights their partnerships with major automotive OEMs, including GM, and the adaptability of their software across different hardware platforms. Younis also addresses the evolving landscape of vehicle autonomy, noting the industry's shift towards integrated, cost-effective sensor solutions and the importance of maintaining brand identity amidst technological advancements. (03:22:33) - Minna Song, co-founder and CEO of EliseAI, holds a Computer Science degree from MIT and founded the company in 2017 to address inefficiencies in housing communication. In the conversation, she discusses EliseAI's origins, emphasizing its focus on automating property management tasks through AI to enhance operational efficiency and tenant satisfaction. She also highlights the company's commitment to providing reliable, enterprise-grade AI solutions tailored to the unique challenges of the housing industry. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:30) - Chamath is Back with New SPAC (31:33) - Timeline (01:01:23) - TBPN Substack (01:16:35) - Gong of the Day (01:26:14) - Timeline (01:59:29) - Pete DeJoy, co-founder and interim CEO of Astronomer, discusses the company's evolution from its inception in Cincinnati, Ohio, to becoming a leader in data orchestration with its Apache Airflow-powered platform, Astro. He highlights the company's significant growth, including a 292% year-over-year revenue increase and the relocation of their headquarters to New York City. DeJoy also addresses the recent media attention following the resignation of former CEO Andy Byron, emphasizing the team's resilience and commitment to their mission. (02:12:01) - Timeline (02:15:55) - China Heads to the Moon (02:21:46) - GPT-5 Facing a Reverse Deepseek Moment (02:30:57) - Marty Kausas, co-founder and CEO of Pylon, a B2B customer support platform, discusses the company's recent $31 million Series B funding co-led by Andreessen Horowitz and Bain Capital Ventures. He highlights Pylon's focus on the B2B market, emphasizing the complexity of support needs involving multiple teams and the necessity for comprehensive account context. Kausas also outlines Pylon's strategy to build a system of record from scratch, integrating AI agents to effectively manage intricate B2B support scenarios. (02:37:25) - Matteo Franceschetti, co-founder and CEO of Eight Sleep, announced the company's recent $100 million Series D funding, bringing total funding to $250 million. He highlighted the company's financial strength, noting they've been free cash flow positive for the past year, and outlined plans to enhance AI capabilities, pursue FDA approvals for sleep apnea and menopause-related products, and expand into the Asian market, particularly China. (02:44:03) - Abdul Al-Assad, co-founder and CEO of Basic Capital, discusses his company's mission to enable individuals to use credit for investing in financial assets rather than consumption. He highlights the recent $25 million Series A funding led by Kirsten at Code Runner and addresses public concerns about the risks of using credit to invest, emphasizing the importance of long-term investment horizons and the potential for wealth building through asset ownership. Abdul also contrasts Basic Capital's approach with traditional leveraged ETFs and margin loans, advocating for structured, long-term financing options to help individuals build wealth over time. (02:55:54) - Derek Lo, founder and CEO of Medallion, a provider network management platform, discusses the company's recent $43 million funding round led by Acrew Capital, with participation from Sequoia, Google Ventures, and Spark Capital. He explains how Medallion automates back-office processes for healthcare companies, focusing on managing clinical networks and streamlining tasks like credentialing and compliance. Lo also highlights the company's strategic decision to concentrate on healthcare-specific workflows rather than entering the competitive payroll space, emphasizing the importance of precision in their AI applications due to the critical nature of healthcare operations. (03:01:39) - Alex Telford, co-founder of Convoke, a biotech software startup, discusses their platform's aim to automate the knowledge work involved in drug development, focusing on planning and preparation to accelerate the process. He announces an $8.6 million seed funding led by Kleiner Perkins and shares his background as a life sciences consultant, emphasizing the potential of AI to enhance efficiency in the pharmaceutical industry. Telford also expresses skepticism about AI's role in patient recruitment, highlighting the challenges posed by the limited availability of patients for clinical trials. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(07:18) - OpenAI Staff to Sell $6B in Stock (10:38) - Financial Times: Stop Talking About AI (20:37) - Do LLMs Have Music Taste? (39:01) - Man Dies After Being Lured by Chatbot (43:54) - Claude Can Now End Conversations (57:46) - The Big Money of Clipping (01:21:43) - Timeline (01:35:28) - Noor Siddiqui, founder and CEO of Orchid, a reproductive technology company, discusses how Orchid's whole-genome embryo screening empowers prospective parents to assess and mitigate genetic risks before pregnancy, aiming to shift reproductive healthcare from reactive to proactive. She highlights that traditional IVF provides limited information, whereas Orchid's platform sequences over 99% of an embryo's genome, offering insights into more than 1,200 conditions, including heart defects, pediatric cancers, and neurodevelopmental disorders. Siddiqui emphasizes that this technology enables parents to make informed decisions, potentially reducing the incidence of genetic diseases and associated suffering. (01:55:52) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:05) - Sam Altman vs. Elon Musk (25:34) - Roy Lee and Cluely's Curious Marketing Strategy (28:50) - Ads in ChatGPT (38:20) - Perplexity Wants to Buy Chrome (55:10) - UFC’s $7.7 Billion Paramount Deal (01:09:13) - Apple is Building a Robotic Siri For Your Home (01:28:40) - Slop vs. Steel Debate w/ Delian Asparouhov (Varda) & Everett Randle (Kleiner Perkins) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:54) - LIVE Slop vs. Steel Debate w/ Delian & Everett. Delian Asparouhov, a Bulgarian-born entrepreneur and venture capitalist, is a partner at Founders Fund and co-founder of Varda Space Industries. Everett Randle is a partner at Kleiner Perkins, where he focuses on inflection-stage investments in tech startups. He rejoined the firm in 2022 after stints at Founders Fund—where he backed companies like Rippling, Wave, Stord, and Chronosphere—as well as earlier roles at Bond Capital and Vista Equity Partners. (33:36) - Timeline (42:06) - GPT-5 Backlash (01:03:08) - Deepseek's Next AI Model Delayed (01:10:42) - Timeline (01:13:04) - Trump Considers Stake in Intel (01:23:56) - Timeline (01:27:48) - Bill Bishop, co-founder of CBS MarketWatch and author of the Sinocism newsletter, is a seasoned China analyst with extensive experience living and working in Beijing. In the conversation, he critiques the U.S. strategy of selling Nvidia's H20 AI chips to China, arguing that it inadvertently aids China's goal of technological self-reliance by allowing them to bridge gaps in their domestic capabilities. Bishop emphasizes that China's Communist Party is committed to reducing dependence on foreign technology, and U.S. policies facilitating chip sales may ultimately undermine America's competitive edge in AI development. (01:45:23) - Jimmy Goodrich, a leading expert on technology, geopolitics, and national security with a focus on China and East Asia, discusses the complexities of U.S. export controls on semiconductors to China, highlighting how these measures often lead to stockpiling by Chinese companies and are perceived as inconsistent by Beijing. He emphasizes the significant value of Nvidia's H20 chip for China's AI development, noting its cost-effectiveness and the widespread use of Nvidia's CUDA platform among Chinese developers. Goodrich also expresses concerns about the potential national security risks associated with providing advanced computing capabilities to China, including their applications in cyber warfare and disinformation campaigns. (02:01:12) - Lennart Heim, an associate information scientist at RAND and professor of policy analysis at the Pardee RAND Graduate School, focuses on the role of computational resources in advanced AI systems and their governance. In the conversation, he discusses the complexities of the semiconductor supply chain, highlighting the dominance of companies like TSMC and ASML in chip fabrication and the challenges faced by competitors such as Intel. He also explores the potential of cloud computing as a governance tool, suggesting that centralized control over AI compute resources could enhance security and oversight. (02:14:00) - David Stout, founder and CEO of webAI, discusses the company's focus on developing AI models that operate directly on devices, enhancing privacy and reducing reliance on cloud infrastructure. He highlights their proprietary technology stack, including a runtime engine and AI library, which enables running large models on local hardware like laptops. Stout also addresses the importance of memory in AI performance, advocating for increased RAM in devices to support more efficient on-device inference. (02:30:53) - Cameron Schiller, CEO of Rangeview, discusses the company's mission to revitalize American manufacturing through automated aerospace foundries, emphasizing the need for a national resurgence in industrial production to address both economic and security concerns. He highlights the importance of traditional manufacturing methods like casting, advocating for their modernization to enhance efficiency and scalability. Schiller also reflects on his personal journey, influenced by his father's engineering background, and calls for a collective effort to rebuild the nation's manufacturing capabilities. (02:42:20) - Cyriac Roeding, a Silicon Valley-based German-American entrepreneur, is the co-founder and CEO of Earli, a company focused on early cancer detection and treatment. In the conversation, Roeding discusses Earli's innovative approach of using genetic constructs that activate only in cancer cells, compelling them to produce proteins that either make the cancer visible or stimulate the immune system to attack it. He also highlights the challenges in biotech funding, emphasizing the need for a national commitment to maintain U.S. leadership in biotechnology. (02:49:09) - NFM Live is a podcast series produced by NFM TV, a platform that delivers mortgage industry news and insights. In this episode, the hosts discuss their backgrounds in venture capital, their experiences in the Korean tech market, and their plans to expand their podcast to reach a global audience. They also share their aspirations to feature prominent guests, including venture capitalists, engineers, authors, and even political figures, aiming to build a unique brand in the media landscape. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(08:42) - NVIDIA Chip Export Debate w/ Aaron Ginn. Aaron Ginn is a technology entrepreneur and policy analyst known for his insights into artificial intelligence (AI) and U.S.-China relations. In the conversation, he critiques the notion that restricting Chinese access to Nvidia's AI hardware will hinder China's AI progress, suggesting it may instead accelerate their development of domestic alternatives. He also discusses the inefficacy of U.S. export controls, emphasizing that such measures might not effectively impede China's AI advancements. (49:43) - Apple is Building a Robotic Siri For Your Home (01:11:50) - Timeline (01:28:42) - Delian Asparouhov is a Bulgarian-born entrepreneur and investor who is a Partner at Founders Fund and the Co-founder and President of Varda Space Industries, which builds space factories to manufacture pharmaceuticals in microgravity. He previously founded the healthcare app Nightingale, led growth at Teespring, and served as a Principal at Khosla Ventures. (02:03:05) - Jen Bucci is the Head of Design at Anduril Industries, where she leads the company's design identity across brand and product. In the conversation, she discusses the design elements of Anduril's NASCAR paint scheme, highlighting the use of black and safety yellow to reflect the company's core colors and their application in product design. She also emphasizes the synergy between Anduril's identity and NASCAR's bold graphics and high-visibility colors. (02:09:17) - Timeline (02:18:45) - Ben Kennedy, NASCAR's Executive Vice President and Chief Venue & Racing Innovations Officer, discusses the upcoming "Race on the Base" event scheduled for June 19-21, 2026, at Naval Base Coronado in San Diego. This historic event will feature NASCAR's top three series—the Cup Series, Xfinity Series, and Craftsman Truck Series—racing on a temporary three-mile circuit winding through the base, including the tarmac and past aircraft carriers. Kennedy highlights the partnership with Anduril, emphasizing their shared values of precision, speed, and innovation, and invites interested technology companies to explore collaboration opportunities with NASCAR. (02:25:28) - Jessica Wu, co-founder and CEO of Sola, an agentic process automation platform, discusses how Sola leverages AI to automate complex operational workflows by mimicking human actions across various platforms. She highlights the platform's application in logistics, where it integrates with internal portals, external systems, and spreadsheets to manage end-to-end shipment processes, reducing manual labor. Wu also announces Sola's recent $17 million Series A funding led by Andreessen Horowitz, with continued support from Conviction and Y Combinator. (02:33:36) - Parag Agrawal, former CEO of Twitter, has founded Parallel Web Systems, an AI startup developing infrastructure for AI applications to utilize web data. In the conversation, Agrawal discusses the launch of Parallel's Deep Research API, which enables enterprises to integrate advanced AI-driven web data analysis into their workflows, outperforming existing models in quality and accuracy. He also highlights the company's focus on optimizing the balance between cost and performance, aiming to provide superior AI solutions across various industries. (02:43:41) - Eric Simons is the founder and CEO of StackBlitz, the company behind Bolt, a web-based AI coding agent that rapidly grew from zero to $40 million in annual recurring revenue within five months. In the conversation, he discusses Bolt's transition to a new business model, emphasizing that as margins on AI prompting decrease, the company plans to generate revenue by hosting websites and applications. He also highlights the importance of offering the best services and workflows to customers, focusing on hosting services and collaborative product development tools to ensure high retention rates. (02:52:23) - Matt George, founder and CEO of Merlin, discusses the company's development of the Merlin Pilot, an advanced automation system for aircraft, and their recent announcement to go public, marking a significant milestone as one of the first defense startups to do so. He explains that this move will enable Merlin to raise capital for executing large contracts, particularly with the U.S. Air Force, and facilitate mergers and acquisitions. Additionally, George highlights the potential of their technology to reduce the number of pilots required per aircraft, leading to substantial cost savings for the airline industry and enhancing mission management capabilities for military operations. (02:59:06) - U.S. Plans Potential Equity Backing For Intel. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:19) - Timeline in Turmoil (09:43) - OpenAI Prepares ChatGPT for Ad Driven Era (32:49) - The AI Paradigm Shift (36:29) - Keith Rabois, an American technology executive and investor, has held significant roles at PayPal, LinkedIn, and Square, and co-founded Opendoor. In the conversation, he discusses the competitive threat OpenAI's ChatGPT poses to Google's search business, emphasizing that consumers are shifting from traditional searches to AI-driven prompts, which could undermine Google's advertising-based revenue model. He also critiques Opendoor's current leadership, advocating for a new CEO to drive innovation and reduce costs through AI integration, aiming to transform the company into a $50 to $100 billion enterprise. (58:22) - TBPN Metis List Update (01:25:20) - Alfred Lin, a partner at Sequoia Capital, focuses on early-stage investments across various industries, including consumer marketplaces, fintech, robotics, and healthcare. In the conversation, he discusses Sequoia's commitment to partnering with daring founders from the earliest stages, emphasizing the firm's generalist approach to investing beyond just AI. Lin also highlights the importance of work-life integration, advocating for balancing professional responsibilities with personal priorities to maintain long-term success. (02:05:34) - Dr. Keith Sakata, a psychiatrist at UCSF, focuses on the intersection of mental health and technology, advising startups on developing products that enhance well-being. He discusses the rapid evolution of AI chatbots, expressing concern over their potential to exacerbate mental health issues by reinforcing users' delusions and contributing to hospitalizations. Dr. Sakata emphasizes the importance of integrating safety measures and human oversight into AI applications to prevent adverse psychological effects. (02:23:50) - Talia Goldberg, a partner at Bessemer Venture Partners, has been with the firm for over a decade, focusing on investments in companies like Perplexity, DeepL, and ServiceTitan. She discusses the rapid growth of AI companies, noting that top performers are reaching $100 million in annual recurring revenue in about 1.5 years, compared to six to seven years for previous cloud companies. Goldberg also highlights the evolving role of browsers as dominant interfaces for AI, emphasizing the importance of context in enhancing user experiences. (02:38:04) - Dave Girouard, co-founder and CEO of Upstart, an AI-driven lending platform, discusses how Upstart leverages artificial intelligence and machine learning to enhance consumer lending by connecting borrowers with various financial institutions. He highlights the company's focus on applying AI to improve credit origination and servicing, aiming for a seamless, efficient lending process that benefits both lenders and borrowers. Girouard also addresses the evolving role of AI in financial services, emphasizing the importance of integrating new technologies to maintain a competitive edge in the industry. (02:49:24) - Kylan Gibbs, CEO and Co-Founder of Inworld AI, has a background in AI research and product development from DeepMind and Bain & Company. He discusses Inworld's mission to enhance consumer AI adoption by creating AI-powered virtual characters for immersive applications, highlighting collaborations with companies like Nvidia, Xbox, Niantic, and Disney. Gibbs emphasizes the potential of AI to transform gaming experiences by enabling dynamic, interactive non-player characters (NPCs) and expanding into broader consumer applications. (02:57:29) - Sam Jones, co-founder and CEO of Method Security, discusses the critical role of scalable autonomous systems in cybersecurity, emphasizing the development of both offensive and defensive products to enhance security team capabilities. He highlights the use of AI to amplify existing attack techniques, enabling rapid assessment and response to threats across vast digital landscapes. Jones also notes the differing investment approaches between commercial and government sectors in AI-driven security solutions, with the latter allocating significant resources toward offensive cyber operations. (03:03:49) - Zach Pogrob, an entrepreneur and creator with over 1.3 million Instagram followers, discusses the launch of his new app, Share Aura, designed to help users creatively share their workouts on social media. He explains that the app simplifies the process of posting fitness activities by offering customizable templates and tools, eliminating the need for manual editing. Pogrob emphasizes his strategy of leveraging his substantial social media following and network of fitness influencers to promote the app, aiming to build a strong user base before introducing monetization plans. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:08) - Timeline in Turmoil (10:45) - Elon Demands App Store Antitrust Action (17:33) - Musk Threatens Apple Lawsuit (26:17) - Perplexity Offers $34.5B for Google Chrome (43:47) - NVIDIA Buys Back into China Markets (01:03:14) - David Senra Call In (01:17:42) - UFC Moves From PPV to Paramount Streaming (01:31:52) - Timeline (01:45:47) - Demi Guo, co-founder and CEO of Pika, discusses the company's focus on developing an AI video generation app designed for everyday users to create expressive and emotional content. She highlights the recent launch of their human performance model, enabling users to generate videos by taking a selfie and adding speech or song, emphasizing the app's goal to foster human connections through AI-generated content. Guo also addresses the importance of balancing expert input and user feedback in refining their models, aiming to make high-quality video creation accessible to all. (01:57:46) - Eugenia Kuyda, CEO of Replika, discusses the evolution of AI companions over the past decade, highlighting the challenges users face when AI models are updated, leading to emotional distress due to changes in their AI friends' personalities. She emphasizes the importance of maintaining consistency in AI companions to preserve user trust and emotional connections. Kuyda also addresses the ethical responsibilities of AI developers in managing user relationships with AI, underscoring the need for careful consideration when implementing technological advancements. (02:19:43) - David Risher, CEO of Lyft and co-founder of Worldreader, discusses his journey from joining Lyft's board in 2021 to becoming CEO in April 2023, emphasizing his focus on customer obsession and operational excellence to revitalize the company. He highlights initiatives like Women+ Connect, driver earnings guarantees, and Lyft Silver to differentiate Lyft in the rideshare market. Risher also shares his vision for integrating autonomous vehicles into Lyft's platform, advocating for a hybrid network that combines human drivers and self-driving cars to enhance customer experience. (02:43:18) - James Cadwallader, CEO of Profound, announced the company's successful closure of a $35 million funding round led by Sequoia Capital. He discussed the evolving landscape of AI search, emphasizing the shift from traditional SEO to AI visibility, and introduced Profound's new 'workflows' feature designed to help brands proactively manage their presence in AI-generated content. Cadwallader also highlighted the growing importance for brands to adapt to AI-driven consumer interactions, noting that AI is becoming a critical marketing channel. (02:55:53) - Devin Bhushan, Founder and CEO of Squint, discusses the company's recent $40 billion Series B funding round and its mission to enhance manufacturing efficiency through AI-driven solutions. He explains how Squint captures expert knowledge to create standard operating procedures, using computer vision and augmented reality to guide operators and ensure task accuracy. Bhushan highlights the platform's impact, noting a Fortune 500 customer who reduced task completion time by 50%, and mentions Squint's global reach, working with companies like Pepsi and Michelin in the U.S. and abroad. (03:01:55) - Alex Danco, a seasoned writer and former Shopify employee, has joined Andreessen Horowitz to elevate the firm's written content. In his conversation, he emphasizes the enduring value of crafted writing in the age of AI-generated text, highlighting its role in transferring power and legitimacy from writer to reader. Danco also discusses the potential of speechwriting to articulate core messages, underscoring the importance of clear communication in venture capital. (03:14:48) - Isaiah Taylor, founder of Valar Atomics, discusses the company's development of 'gigasites'—large industrial hubs housing numerous small modular reactors (SMRs) designed to produce substantial energy efficiently. These reactors will generate high-temperature heat to synthesize carbon-neutral hydrocarbon fuels, such as jet fuel and gasoline, by combining hydrogen from water with captured CO₂, aiming to offer a cost-effective alternative to traditional oil refining. Taylor emphasizes that this approach not only addresses energy demands but also contributes to environmental sustainability by reducing reliance on fossil fuels. (00:00) - Chapter 16 (00:00) - Chapter 17 TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:17) - Timeline (05:04) - Intern Reviews GPT-5 (20:02) - Google Deepmind's Genie 3 Reactions (40:10) - Timeline (53:39) - Billions Flow into AI-Focused Hedge Funds (01:06:24) - Trump Demands 15% Revenue Tax From AI (01:13:01) - Lip-Bu Tan Headed to The White House (01:29:38) - Peter Harrell, a non-resident fellow at the Carnegie Endowment for International Peace and former White House official, discusses the evolution of U.S. semiconductor export controls aimed at limiting China's access to advanced computing technologies. He highlights the strategic considerations behind these measures, including efforts to impede China's AI development and the complexities of enforcing such controls amid global supply chain challenges. Harrell also examines the implications of recent policy shifts, such as the Trump administration's decision to allow certain chip exports to China with a 15% revenue share for the U.S. government, and the potential for these actions to set precedents affecting future trade and national security policies. (01:55:16) - Timeline (01:58:58) - Aaron Ginn is a technology entrepreneur and policy analyst known for his insights into artificial intelligence (AI) and U.S.-China relations. In the conversation, he critiques the notion that restricting Chinese access to Nvidia's AI hardware will hinder China's AI progress, suggesting it may instead accelerate their development of domestic alternatives. He also discusses the inefficacy of U.S. export controls, emphasizing that such measures might not effectively impede China's AI advancements. (02:30:10) - John Maslin, CEO and co-founder of Vulcan Elements, a U.S.-based rare earth magnet manufacturer, discusses his background as a former naval officer and the company's recent $65 million Series A funding. He emphasizes the critical role of rare earth magnets in modern technologies and the importance of reducing U.S. dependence on China's supply chain. Maslin outlines Vulcan's commitment to onshoring production to enhance national security and economic resilience. (02:41:26) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:04) - Microsoft Cloud Outpaces AI (23:08) - Disney’s AI Dilemma (37:18) - What Apple Should Do with $100B Share Buyback (49:37) - Howard Stern Canceled After Decades On Air (53:51) - OpenAI Releases Open Source Model (01:05:45) - Marc Andreessen (a16z) (01:41:13) - AI Model Whiteboard Breakdown (01:57:19) - GPT-5 Review Ft. Rahul Sonwalkar (Julius AI) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:10) - Rahul Sonwalkar Live in the Ultradome. Rahul Sonwalkar, founder and CEO of Julius AI, transitioned from his viral "Rahul Ligma" persona to leading an AI data analysis platform that has attracted over 2 million users. In the transcript, he discusses the challenges and solutions in AI code generation, emphasizing the importance of accuracy and reliability in building AI-native products. He also highlights the significance of user-focused problem-solving and community engagement in differentiating Julius AI from competitors. (04:45) - GPT-5 Review (30:02) - Timeline (01:24:00) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He previously founded the Fabricated Knowledge newsletter and earlier worked at Bowie Capital. His analysis centers on semiconductor strategy, market intelligence, and competitive dynamics across the AI supply chain. (02:30:08) - Mitchell Green, Founder and Managing Partner of Lead Edge Capital, a growth equity firm with over $5 billion in assets under management, discusses the current state of the venture capital industry, highlighting the overestimation of short-term technological change and the potential for many AI application companies to fail due to unsustainable unit economics. He emphasizes the importance of investing in profitable, often overlooked software companies in non-traditional tech hubs, leveraging AI to enhance productivity and efficiency. Green also expresses skepticism about the ability of smaller AI firms to compete with tech giants like Google and Microsoft, given their substantial resources and infrastructure advantages. (02:48:43) - Ben Schleuniger, co-founder and CEO of Orbital Operations, discusses the company's recent $8.8 million seed funding led by Initialized Capital, with participation from Harpoon Ventures, DTX Ventures, Rebel Fund, and others. Orbital Operations is developing high-thrust, reusable space vehicles designed to protect critical satellites from adversarial threats by intercepting and neutralizing hostile satellites without creating space debris. Schleuniger emphasizes the importance of non-kinetic defense methods, such as high-powered microwaves or jamming, to avoid generating shrapnel in orbit. (02:56:32) - Merrill Lutsky, co-founder of Graphite, a code-review platform for fast-moving teams, discusses the recent release of GPT-5, noting its improved deep thinking capabilities, efficiency in one-shot applications, and reduced inference costs. However, he observes that the advancements are incremental rather than a significant leap, with some latency issues still present. Lutsky also highlights the evolving landscape of code generation tools, emphasizing the shift towards prompt-first modalities and the potential for remote, prompt-first agents to enhance developer workflows. (03:09:44) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:18) - AI Model Whiteboard Breakdown (26:23) - Mark Chen, Chief Research Officer at OpenAI, discusses the recent launch of GPT-5, emphasizing its enhanced reasoning capabilities and seamless integration of various AI models to improve user experience. He highlights the model's ability to perform complex tasks more efficiently, reducing the need for users to choose between different model versions. Chen also touches on the importance of personalization and memory in AI, aiming to make interactions more intuitive and tailored to individual users. (57:52) - Greg Brockman, co-founder and president of OpenAI, discusses the evolution of the GPT series, highlighting the progression from GPT-1's foundational capabilities to GPT-5's transformative impact on software engineering. He reflects on the challenges and breakthroughs in developing these models, emphasizing the importance of scaling and infrastructure in achieving advanced AI functionalities. Brockman also touches on the broader implications of AI, including its role in enhancing human productivity and the necessity for responsible development to maximize societal benefits. (01:31:55) - Sarah Friar, OpenAI's Chief Financial Officer since June 2024, previously served as CEO of Nextdoor and CFO at Square. She discusses the rapid growth of ChatGPT, now with 700 million weekly active users, the expansion of enterprise adoption to 5 million paying business users, and the importance of substantial investments in compute infrastructure to support future AI developments. (01:52:13) - Dedy Kredo, Co-Founder and Chief Product Officer of Qodo (formerly CodiumAI), discusses the integration of GPT-5 into their platform to enhance code review processes. He highlights the model's improved capabilities in generating high-quality code reviews, identifying bugs before production, and ensuring enterprise code aligns with best practices. Kredo emphasizes the importance of AI agents in automating code review tasks while maintaining human oversight to verify code quality and adherence to standards. (01:59:11) - Zach Lloyd, founder and CEO of Warp, discusses the significant advancements in AI models, emphasizing their enhanced capabilities and cost-effectiveness, which are particularly beneficial for individual developers and small teams. He highlights the importance of competition among model providers to drive down prices and improve quality, expressing hope for a future where multiple competitive models coexist, similar to cloud service providers. Additionally, Lloyd addresses the challenges of model deprecation, noting that for application-level stacks like Warp, transitioning to the latest models is straightforward and advantageous. (02:11:15) - Riley Tomasek is a serial entrepreneur and the Founder & CEO of Charlie Labs, home of an AI-driven "autonomous TypeScript engineer" designed to accelerate code reviews and merge processes. Previously, he co-founded Flight (acquired by Figma) and launched Dexa, an AI platform that transforms podcast discovery. Riley holds a B.Sc. in Mathematics & Computer Science from the University of British Columbia and has a track record of building developer-friendly tools and interfaces. (02:18:31) - Guillermo Rauch, founder and CEO of Vercel, discusses the transformative impact of AI on software development, emphasizing the shift towards "vibe coding," where natural language prompts generate code and user interfaces, making software creation more accessible. He highlights the role of AI agents in automating tasks, enabling developers to focus on higher-level management and creative processes. Rauch also explores the future of developer tools, noting the importance of integrating AI capabilities to enhance productivity and streamline workflows. (02:34:28) - Eno Reyes, co-founder and CTO of Factory, discusses how their platform integrates AI agents into every stage of the software development lifecycle, including coding, code review, maintenance, incident response, and documentation. He highlights the platform's focus on large enterprises with over 1,000 engineers, addressing challenges like migrating numerous codebases to new frameworks and modernizing legacy systems. Reyes emphasizes that while AI tools can accelerate individual developers, significant productivity gains require workflow changes that incorporate agents throughout the development process. (02:40:20) - Guy Gur-Ari, co-founder and Chief Scientist at Augment Code, discusses the company's AI coding assistant designed for large teams with extensive codebases, emphasizing its capabilities in question answering, development, refactoring, and migrations. He highlights the thoughtful nature of GPT-5, noting its propensity for tool calls and clarifying questions before code modifications, making it particularly effective for complex tasks. Gur-Ari also mentions Augment's focus on developing proprietary integrations and tools, aiming to enhance the agent's performance without relying solely on external model vendors. (02:48:20) - Harjot Gill, CEO of CodeRabbit, discusses the significant improvements observed with GPT-5 in their AI-driven code review platform, noting a near doubling in performance compared to previous models. He emphasizes that these enhancements will be available to customers at no additional cost, reflecting the rapid evolution of AI capabilities. Gill also highlights the company's focus on monitoring real-world performance metrics, such as user conversion rates and potential issues like hallucinations, to ensure the model's effectiveness and reliability. (02:52:34) - Timeline (02:57:01) - Max Schwarzer, a leading researcher at OpenAI, discusses the recent launch of GPT-5, highlighting its significant advancements in coding capabilities and its potential to revolutionize user interactions by enabling the creation of personalized applications without prior coding knowledge. He emphasizes the importance of refining the post-training process to enhance the model's accuracy and reliability, particularly in reducing hallucinations and improving user engagement. Schwarzer also touches on the future trajectory of AI development, expressing optimism about the integration of reinforcement learning to extend AI's applicability beyond textual domains into real-world interactions. (03:13:26) - Scott Wu, co-founder and CEO of Cognition, discusses the significant advancements in AI coding models, noting that OpenAI has caught up to Anthropic, leading to a competitive landscape. He emphasizes the importance of integrating AI agents like Devin into software engineering workflows to enhance capabilities and efficiency. Wu also highlights the evolving role of engineers, suggesting a shift from "bricklayers" to "architects" as AI tools handle more complex tasks. (03:23:21) - Claire Vo, founder of ChatPRD and former Chief Product Officer at LaunchDarkly, discusses the developer-centric design of GPT-5, noting its enhanced coding capabilities but expressing concerns about its verbosity and tendency to produce lengthy outputs. She emphasizes the importance of validating new models with users, especially in business contexts where concise communication is crucial. Vo also highlights the need for AI models tailored to specific roles, such as strategists, to better serve diverse professional needs. (03:33:34) - Brad Lightcap, OpenAI's Chief Operating Officer, discusses his multifaceted role, which includes responsibilities ranging from project management to sales, and emphasizes the significant improvements observed with the launch of GPT-5. He highlights the diverse applications of OpenAI's models across various industries, such as pharmaceuticals, customer support, and everyday productivity tools, underscoring the transformative impact of AI on organizational efficiency...

(01:41) - Timeline (04:28) - How Serious is Google's Genie 3 Model? (22:42) - The 5-Level Framework for Robotics (40:35) - Cerebras Proves it Can Actually Work (48:36) - Timeline (01:26:53) - Marc Andreessen is an American entrepreneur, software engineer, and venture capitalist. He is best known as the co-creator of Mosaic, the first widely used web browser, and co-founder of Netscape Communications. Andreessen later co-founded the influential venture capital firm Andreessen Horowitz (a16z), which has backed companies like Facebook, Airbnb, Coinbase, and OpenAI. A prominent voice in Silicon Valley, he's known for his essays on technology, including the viral "Software is Eating the World." (02:02:28) - Harley Finkelstein, an entrepreneur and lawyer, is the President of Shopify, a leading global commerce company. In the conversation, he discusses Shopify's strong Q2 performance, highlighting an 87 billion GMV and 2.7 billion in revenue, and emphasizes the benefits of going public, noting that it has enhanced the company's transparency and operational discipline. He also touches on the integration of AI in commerce, introducing tools like catalog search APIs and universal cart features to enhance shopping experiences. (02:33:55) - Anton Osika, co-founder and CEO of Lovable, discusses the platform's rapid growth, achieving $10 million in annual recurring revenue within two months with a 15-person team. He highlights Lovable's mission to empower users to transform ideas into production-ready applications swiftly, emphasizing its appeal to both entrepreneurs and larger companies. Osika also touches on the future of web development, suggesting that websites will become more personalized and optimized through advanced algorithms, while acknowledging a countertrend towards minimalistic design. (02:42:50) - Thomas Dohmke, CEO of GitHub, has been leading the company since 2021, following his tenure as Chief Product Officer. In the conversation, he discusses GitHub's significant growth, including surpassing 150 million developers and over a billion repositories, the widespread adoption of GitHub Copilot, and the company's commitment to offering developers a choice of AI models to enhance their coding experience. (02:52:14) - Alex Jacobson, co-founder and managing partner of 137 Ventures, discusses the advantages of private companies offering structured liquidity to employees, highlighting SpaceX's model of regular tenders at controlled prices to provide predictable equity value growth. He contrasts this with public markets, where stock prices are more volatile and less predictable, emphasizing that private companies can offer employees greater certainty regarding their equity's future worth. Jacobson also expresses skepticism about initiatives aiming to provide retail investors access to private company shares, noting that such efforts may undermine the benefits of being private, such as controlling shareholder composition and pricing. (03:10:55) - Nicolas Kopp is the founder and CEO of Rillet, an accounting platform for software businesses, and previously served as the U.S. CEO of N26. In the transcript, he announces Rillet's $70 million Series B funding co-led by Andreessen Horowitz and Iconic, discusses the company's growth and customer base, and highlights Rillet's AI-driven integrations and reporting capabilities that distinguish it from legacy ERP systems. He also emphasizes the importance of human oversight in AI processes and outlines plans to enhance product features and customer success initiatives to meet increasing demand. (03:19:41) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:31) - Timeline (02:06) - What Apple Should Do with $100B Share Buyback (22:29) - Palantir Blows Past Earnings Expectations (34:57) - OpenAI Releases Open Source Model (50:25) - Google Deepmind Genie 3 Reactions (56:01) - Timeline (01:02:02) - Jet Blue First Class Review (01:07:58) - Timeline (01:30:23) - ElevenMusic Reactions (01:32:07) - Timeline (01:36:26) - WSJ: Flying Private is #1 Sign of Wealth (01:43:40) - Timeline (01:46:47) - Alex Albert, Head of Developer Relations at Anthropic, discusses the recent release of Claude Opus 4.1, highlighting its advancements in agentic reasoning and coding tasks. He emphasizes the model's improved capabilities in handling complex, long-horizon tasks, particularly in coding, and notes that the update is designed as a seamless drop-in replacement for Opus 4, maintaining the same pricing structure. Albert also touches on the importance of the model's natural, engaging personality, which enhances user experience across both consumer and enterprise applications. (01:59:11) - Scott Kupor, formerly a managing partner at venture capital firm Andreessen Horowitz, is now the Director of the U.S. Office of Personnel Management (OPM). In his conversation, he discusses OPM's role as the federal government's HR department, emphasizing the need to attract top talent, implement performance management standards, and leverage technology to enhance operations. Kupor outlines his priorities, including fostering a high-performance culture, improving operational efficiency, and preparing the government workforce for an AI-driven future. (02:24:54) - Kyle Harrison, a partner at Contrary Research, discusses the critical dependence of the U.S. on Taiwan for advanced semiconductors, highlighting that over 90% of these essential components are produced there, posing significant geopolitical risks. He explores potential solutions, including building domestic manufacturing capabilities, partnering with existing companies like TSMC and Samsung, or acquiring such technologies, emphasizing the urgency due to potential conflicts over Taiwan. Harrison underscores the necessity of a visionary leader to drive this transformation, noting that current U.S. chip manufacturing lacks such leadership, and suggests that Intel's foundry business could play a pivotal role if properly supported and restructured. (02:37:32) - Brielle Terry, Vice President and General Manager of Rocket Motor Systems at Anduril Industries, discusses the recent opening of a full-rate solid rocket motor production facility in McHenry, Mississippi, which aims to produce 6,000 tactical motors annually by the end of 2026. She highlights the facility's advanced automation and robotics, enabling flexible manufacturing of motors ranging from 2 to 32 inches in diameter, and emphasizes the potential to replicate this modular facility both domestically and internationally to meet growing defense demands. (02:44:13) - Sean Henry is the co-founder and CEO of Stord, a company that integrates warehousing, freight, and fulfillment into a unified cloud supply chain platform. In the conversation, he discusses the recent elimination of the de minimis exemption, which previously allowed imports under $800 to enter the U.S. without tariffs, and how this change is prompting brands to rapidly shift inventory into the U.S. to avoid increased costs. He also highlights the challenges brands face in adapting to these changes, emphasizing the need for efficient logistics solutions to maintain competitive delivery speeds and costs. (02:53:34) - Andi Duro discusses his creation of an anonymous social network where users' net worth serves as their username, aiming to facilitate open financial conversations that are often difficult to have in person. He notes that the platform has been well-received, tapping into a latent anxiety about financial discussions, and emphasizes its unique moderation strategy of banning users' bank accounts to maintain a respectful community. Duro also shares plans for monetization through referrals to financial products and highlights the platform's organic growth, with $3 million raised from investors like Dragonfly and Starting Line. (03:02:45) - Gabe Pereyra, co-founder and president of Harvey AI, discusses the company's rapid growth to 350 employees and 500 customers, achieving $100 million in revenue. He highlights the transformative impact of AI on legal workflows, noting that while some firms are cautiously testing the technology, others have co-developed software products with Harvey AI, leading to revenue-sharing models. Pereyra also addresses the evolving business models in the legal industry, suggesting that as AI enhances efficiency, firms may need to reconsider traditional billing structures and explore new approaches to pricing legal services. (03:15:33) - Kareem Amin, co-founder and CEO of Clay, announced the company's recent $100 million Series C funding led by Alphabet's CapitalG, valuing Clay at $3.1 billion. He discussed Clay's mission to empower non-technical go-to-market teams by providing them with tools to program revenue growth, emphasizing the importance of identifying and reaching out to the right customers at the right time. Amin highlighted how Clay leverages AI and data integration to automate tasks like analyzing Google Maps data to identify potential clients, aiming to reduce spam and enhance productivity in sales outreach. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(03:34) - Microsoft Cloud Outpaces AI (33:41) - AI Coming For Consultants (01:03:35) - Disney’s AI Dilemma (01:17:52) - Timeline (01:42:09) - Dan Wright, Co-Founder and CEO of Armada, discusses the company's mission to build hyperscale data centers for edge computing, targeting the 70% of the world lacking AI infrastructure. He highlights their work with critical industries like energy, mining, and defense, emphasizing the deployment of mobile, full-stack AI data centers that can rapidly utilize stranded energy sources, such as natural gas, to meet the growing energy demands of AI. Wright also mentions partnerships with major entities like Microsoft and the U.S. Navy, underscoring Armada's role in providing distributed compute solutions in remote locations. (02:05:58) - Samir Chaudry is an American content creator and entrepreneur, best known for co-hosting "The Colin and Samir Show," a YouTube channel and podcast that explores the creator economy through interviews and industry analysis. In the conversation, he discusses the challenges and opportunities presented by AI in content creation, emphasizing the importance of human connection and community in the evolving digital landscape. He also shares personal experiences, including the loss of his home in a fire and the birth of his child, highlighting resilience and adaptability in both personal and professional spheres. (02:33:14) - Flo Crivello, founder and CEO of Lindy, discusses the recent launch of Lindy 3.0, emphasizing its enhanced capabilities in creating powerful AI agents with ease. He highlights the introduction of templates for various functions like sales, customer support, and engineering, allowing users to set up agents in under two minutes. Additionally, Crivello introduces the 'autopilot' feature, enabling agents to operate their own computers and handle tasks requiring login credentials, such as managing support inboxes or cross-posting content between platforms. (02:43:49) - David Tuttle, co-founder and CEO of Rune Technologies, discusses the company's recent $24 million Series A funding led by Human Capital, with participation from existing investors like Andreessen Horowitz and Point72 Ventures. He highlights the deployment of their AI-driven logistics software, TyrOS, in military exercises, emphasizing its role in modernizing military logistics by replacing outdated manual processes with intelligent, autonomous systems. Tuttle also underscores the importance of integrating advanced technology into military logistics to enhance operational efficiency and readiness. (02:49:59) - Will Ahmed, founder and CEO of WHOOP, a Boston-based wearable technology company, discusses the recent launch of WHOOP 5.0 and WHOOP MG, introducing new hardware, membership tiers, and features like the Healthspan tool, developed in collaboration with the Buck Institute, to provide users with insights into their biological age. He highlights the company's efforts to navigate FDA regulations, particularly concerning the blood pressure monitoring feature, emphasizing WHOOP's commitment to delivering wellness-focused innovations while addressing regulatory challenges. Additionally, Ahmed announces the upcoming Advanced Labs feature, enabling users to integrate and analyze blood test data within the WHOOP platform, further enhancing personalized health monitoring. (03:02:28) - Aneesh Dhawan, co-founder and CEO of Knit, discusses the company's recent $16.1 million Series A funding and its mission to revolutionize enterprise consumer research through AI-driven solutions. Knit's platform enables businesses to obtain actionable insights in days rather than weeks, significantly reducing costs and time. By integrating AI with human expertise, Knit ensures high-quality, context-rich research outputs, positioning itself as a leader in the evolving market research industry. (03:09:26) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:03) - Gwyneth Paltrow Saves Astronomer (19:25) - The Metis List of Top AI Researchers (24:16) - Eric Glyman (Ramp) (50:31) - Figma IPO (01:03:58) - Andrew Reed (Sequoia Capital) (01:18:43) - Timeline Reactions To Figma IPO TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:17) - Figma IPO Recap (03:28) - TBPN Market Recap (27:14) - Ray Dalio Steps Down From Bridgewater (34:52) - Coinbase Earnings Update (40:57) - Figma IPO Timeline Reactions (01:03:04) - Reviewing The Mansion Section TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(38:35) - Andrew Reed, a partner at Sequoia Capital, reflects on Figma's journey from its early days to its successful IPO. He highlights the company's meticulous attention to detail, evident in their product development and the recent New York Stock Exchange debut. Reed also discusses the evolving role of creative technologists and the impact of AI on organizational design, emphasizing the importance of adaptability and innovation in the tech industry. (53:25) - Kris Rasmussen, CTO at Figma, discusses his journey from contractor to CTO, highlighting the company's collaborative culture and the technical challenges of building a real-time, browser-based design tool. He emphasizes the importance of integrating AI to enhance designer efficiency and the necessity of fostering a culture where roles are flexible, allowing team members to tackle challenges beyond their defined positions. (01:04:40) - Danny Rimer, a partner at Index Ventures, has been instrumental in investments in companies like Figma, Dropbox, and Etsy. He discusses Index's early investment in Figma, highlighting their contrarian approach to the company's extended development timeline and the importance of talent in driving success. Rimer also emphasizes the significance of human intervention in design and the firm's commitment to maintaining a focused, small-scale investment strategy. (01:15:23) - Mamoon Hamid, a partner at Kleiner Perkins, discusses his 2017 investment in Figma, highlighting the company's strong user engagement and the strategic selection of board members to support its growth. He also emphasizes Figma's timely integration of AI features, enhancing its design platform's capabilities. (01:25:03) - Dylan Field, co-founder and CEO of Figma, a web-based vector graphics editing software company, discusses the company's recent product updates, including the introduction of offset vectors and enhancements to Dev Mode MCP, which facilitates translating designs into code. He emphasizes the importance of design as a critical differentiator in the software industry, highlighting its evolution from mere aesthetics to a fundamental component of business success. Field also reflects on organizational design in the age of AI, advocating for a blend of research and product applications to drive innovation and adaptability. (01:45:35) - Lynn Martin, the 68th president of the New York Stock Exchange (NYSE) and the second woman to lead the exchange, discusses the recent surge in IPO activity, highlighting successful listings such as Figma, Circle, and Hinge Health. She emphasizes the NYSE's unique market model, which includes human oversight to stabilize stocks during their debut, and underscores the importance of technology in maintaining efficient and transparent markets. Martin also reflects on her journey from a technologist at IBM to leading the NYSE, attributing her success to embracing challenges and continuous learning. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:34) - Zuck and Personal Superintelligence (32:00) - Figma Going Public (45:40) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $500 million Series E-2 funding round, elevating the company's valuation to $22.5 billion. He discussed the rapid growth of Ramp, highlighting the launch of autonomous AI agents designed to streamline financial processes and the company's commitment to saving customers time and money. Glyman emphasized the importance of integrating AI into financial operations to enhance efficiency and reduce manual tasks. (01:13:39) - Avi Schiffmann, known for his innovative tech projects, discusses the launch of "Friend," a $99 AI-powered pendant designed to serve as a digital companion. He shares that the device has received positive feedback, including bulk orders from companies like Arc Boats. Schiffmann emphasizes that "Friend" is not just a productivity tool but aims to provide emotional support, with plans to release a feature film to further promote the product. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:24) - The Metis List of Top AI Researchers (06:19) - High-Schoolers Beat Top AI Models (34:47) - New iPhone Spotted in the Wild (45:18) - GPT-5 Might Arrive Next Week (50:14) - Ryan Petersen, founder and CEO of Flexport, discusses the company's acquisition of Convoy's technology in November 2023, its subsequent revitalization, and the recent sale of the enhanced platform to DAT Freight & Analytics. He emphasizes the strategic decision to transform Convoy's assets into a neutral digital freight execution layer, which significantly increased its value and market adoption. Petersen highlights that this move allows Flexport to concentrate on its core mission of facilitating global logistics for importers and exporters. (01:03:06) - Ty Haney, founder of Outdoor Voices, discusses her return to the company she established in 2013 after stepping away in 2020. She shares her excitement about revitalizing the brand by reconnecting with its original customer base and appealing to a younger Gen-Z demographic through the "doing things" philosophy. Haney also highlights the integration of her tech platform, Try Your Best, to enhance community engagement and loyalty within Outdoor Voices. (01:19:54) - Antonio García Martínez, a former Facebook advertising executive, founded Spindl in 2022 to develop on-chain advertising solutions. In the conversation, he discusses Spindl's recent acquisition by Coinbase and its integration into Base, Coinbase's layer-2 blockchain, aiming to enhance on-chain advertising and support developers in reaching broader audiences. (01:41:01) - Ian Webster, CEO and co-founder of Promptfoo, discusses his company's mission to provide security tools for generative AI applications, emphasizing the importance of securing large language models (LLMs) and their integrations to prevent issues like data leaks and unintended behaviors. He highlights Promptfoo's recent $18.4 million Series A funding led by Insight Partners, with participation from Andreessen Horowitz, which will accelerate the development of their AI security testing solutions. Webster also addresses the challenges enterprises face in deploying AI securely, noting that Promptfoo's platform offers automated red-teaming tests and actionable remediation guidance to help organizations mitigate risks associated with AI deployments. (01:51:50) - Ori Eldarov, founder and CEO of OffDeal, discusses building an AI-native investment bank that automates traditional banking tasks to serve small businesses often overlooked by major banks. He explains their decision to create a full-service bank rather than selling software to existing institutions, citing the bureaucratic challenges in large banks that hinder technological adoption. Eldarov highlights a recent successful deal involving a Montessori school, illustrating how OffDeal's AI tools efficiently connect sellers with potential buyers, thereby streamlining the M&A process for small businesses. (02:03:52) - Aaron Tan is an innovator who recently gained attention for developing a robotic lamp designed to seamlessly integrate into home environments while autonomously folding laundry. In his discussion, he explains that the viral video showcasing the robot was a rendered demonstration, but a functional prototype exists, emphasizing the robot's adaptability to various clothing types and its potential to operate in different home settings. Tan also addresses the challenges of manipulating deformable objects like clothing, highlighting the advancements in AI and vision-language-action models that have enabled the robot to generalize across different garments. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:21) - Astronomer Makes a Comeback (20:20) - Massive Data Leak at Tea (59:38) - AI Powered Ads Sparks Controversy (01:23:12) - Trump Wins the Hulkmania Tariffs Brawl (01:28:24) - Anton Troynikov, co-founder of Chroma, a company specializing in AI-native open-source embedding databases, discusses the phenomenon of "LLM psychosis," where individuals experience mental health issues after extensive interactions with large language models. He highlights that while these models are designed to generate plausible responses, they may inadvertently reinforce users' delusions or paranoia, especially in vulnerable individuals. Troynikov emphasizes the need for AI developers to consider the psychological impacts of their technologies and to implement safeguards to prevent such adverse effects. (01:59:07) - Rahul Sonwalkar, founder and CEO of Julius AI, discusses the platform's recent $10 million funding round and the launch of Data Connectors, enabling seamless integration with data stores like Postgres, Google Drive, and OneDrive. He highlights how Julius empowers non-technical users to perform complex data analyses through natural language queries, democratizing data insights across organizations. Sonwalkar also emphasizes the importance of data security, detailing Julius's commitment to providing secure, sandboxed environments for each user. (02:08:40) - Timeline (02:19:06) - Nico Christie, co-founder of Fundamental Research Labs and CEO of Shortcut, discusses the launch of Shortcut, an AI-powered Excel agent designed to automate complex financial modeling tasks. He highlights Shortcut's ability to complete Excel World Championship cases ten times faster than human champions, emphasizing its potential to revolutionize financial analysis by significantly reducing task completion times. (02:39:06) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:04) - OpenAI Achieves IMO Gold (26:07) - OpenAI Product Roadmap (53:20) - Apple Goes Full Throttle on F1 (01:07:36) - Google Doubles Down on Cloud AI (01:31:36) - Intel Lays Off 15% of Workers (01:48:24) - Casey Neistat (ModRetro) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:30) - Intel Lays Off 15% of Workers (17:45) - Timeline (25:42) - Trump's $550B Japan Investment (39:41) - Timeline (42:45) - Hulk Hogan's Legacy (01:00:57) - Bay Area Gets Tesla Robotaxis (01:08:27) - LVMH Lobbies for U.S. Trade Deal (01:21:57) - Timeline (01:34:13) - Vitamin Shoppe Owner Lists Hamptons Mansion (01:39:41) - Timeline (01:50:48) - Sam Altman on Theo Von Reactions (01:59:09) - Timeline (02:13:37) - Live in the TBPN Ultradome: Saif Khawaja, founder and CEO of Shinkei Systems, discusses his company's development of AI-powered robotics that automate the traditional Japanese ikejime method for humane fish harvesting, enhancing both the quality and shelf life of seafood. He explains how their machines, deployed directly on fishing vessels, process fish immediately upon capture, resulting in a product that retains its premium taste and texture for up to three times longer than conventional methods. Khawaja also highlights the company's partnerships with Michelin-starred restaurants and their plans to scale operations to make high-quality, sustainably harvested fish more widely available. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:14) - Timeline (05:16) - Google Doubles Down on Cloud AI (38:10) - Hulk Hogan Passes Away at 71 (49:49) - Timeline (57:44) - Zak Kukoff is a venture capitalist with over a decade of experience in the technology and venture capital sectors, focusing on early-stage investments and entrepreneurship. He currently serves as the Chair of the Tech and Venture Practice at Lewis-Burke Associates LLC and is a Non-Resident Senior Fellow at the Foundation for American Innovation. ([lewis-burke.com]( [thefai.org]( In the conversation, Kukoff discusses the recent interview of Trevor Milton on Tucker Carlson's show, expressing that it was a poor choice of platform and suggesting that a more direct approach to questioning, such as confronting Milton about specific fraud allegations, would have been more effective. (01:14:37) - Timeline (01:29:04) - Vineeta Agarwala, a general partner at Andreessen Horowitz, discusses the transformative role of AI agents in healthcare, highlighting their potential to revolutionize drug development and patient care. She emphasizes the increasing adoption of AI-driven tools to address labor shortages and improve efficiency, noting that both startups and established companies are integrating these technologies to enhance operations. Agarwala also points out the growing interest in open-source models within the biotech sector, facilitating rapid innovation and collaboration among researchers and organizations. (01:51:11) - Micky Malka, a Venezuelan-born entrepreneur and founder of Ribbit Capital, has a history of pioneering financial services innovations, including co-founding Latin America's first online trading platform in 1998 and establishing the first online bank in Europe. In his conversation, he reflects on his journey of creating financial solutions that enhance accessibility and trust, emphasizing the importance of building brands that resonate with consumers. He also discusses the evolving landscape of fintech, highlighting the convergence of financial services with technologies like AI and crypto, and anticipates a future where tokenization plays a central role in transforming the industry. (02:18:47) - Casey Neistat, a renowned filmmaker and YouTube personality, discusses his involvement with ModRetro's M64, a modern reimagining of the Nintendo 64 console. He shares his passion for retro gaming and the importance of preserving the authenticity of classic gaming experiences. Neistat also reflects on the challenges of integrating modern technology while maintaining the original essence of beloved gaming hardware. (02:51:08) - Alex Hawkinson, Founder and CEO of BrightAI, leverages over 25 years of experience in IoT, AI, SaaS, and cloud-based technologies to transform critical infrastructure management. In the conversation, he discusses how BrightAI's platform integrates sensors, robots, and wearables to provide real-time monitoring and proactive solutions for essential services like energy grids and water systems, addressing challenges such as aging infrastructure and labor shortages. He also highlights the company's recent $51 million funding round led by Khosla Ventures and Inspired Capital, emphasizing the importance of achieving product-market fit before seeking external investment. (03:00:48) - Chris Samra is an engineer and founder of Symphonic Labs, where he develops AI-enabled consumer tools and gadgets. In the conversation, he discusses the launch of Waves, a new type of camera glasses designed for content creators, highlighting the positive response from creators and addressing privacy concerns by including an indicator light that can be disabled for capturing candid moments. He also shares plans to test the device with 100 creators, aiming for mass production in Q1 next year, and explores potential partnerships with prominent IRL streamers to showcase the product's capabilities. (03:15:10) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:34) - Apple Goes Full Throttle on F1 (18:43) - Meme Stocks Are Back (37:27) - Amazon's New Wearable AI Device (56:53) - Timeline (01:19:54) - Christina Cacioppo is the founder and CEO of Vanta, a trust management platform that automates security and compliance processes for businesses. She discusses Vanta's recent $150 million Series D funding round, which increased the company's valuation to $4.15 billion, and highlights the platform's expansion into AI-driven features like questionnaire automation and trust centers. Cacioppo also reflects on Vanta's growth from focusing on SOC 2 compliance for startups to becoming a comprehensive security and compliance solution for over 12,000 clients across 58 countries. (01:42:10) - Deena Shakir, a Partner at Lux Capital, invests in transformative technologies across sectors such as women's health, digital health infrastructure, health equity, foodtech, and fintech. In the conversation, she discusses the evolving landscape of AI in healthcare, highlighting the dual trends of cost-effective company startups enabled by AI and the substantial funding required for infrastructure-intensive ventures. She emphasizes the importance of AI applications beyond medical scribes, such as in clinical trials and drug development, and notes the increasing adoption of AI by major healthcare players, underscoring the necessity for startups to offer innovative, defensible, and transformative solutions. (02:03:56) - Davide Asnaghi, co-founder and CEO of Diode Computers, discusses how his company leverages AI to automate the design and manufacturing of printed circuit boards (PCBs), aiming to democratize access to high-end PCB design for a wide range of hardware companies. He highlights the challenges in the industry, such as the scarcity of skilled engineers and the reliance on proprietary data, and explains how Diode addresses these by building proprietary datasets and utilizing large language models to generate schematics. Additionally, he announces that Diode has recently raised a Series A funding round led by Andreessen Horowitz and plans to expand their manufacturing capabilities to scale production within the United States. (02:14:55) - Ylan Richard, co-founder and CEO of Cala, a French startup that developed fully automated pasta restaurants, discusses his journey of building the company in France and the challenges faced due to structural financing gaps and stringent labor regulations, which ultimately led to the business's closure. He reflects on the lessons learned, emphasizing the importance of lean headquarters operations and strategic financing, and shares his plans to launch a new venture in the United States, aiming to open the first store in New York by mid-next year, with considerations for franchising to scale more efficiently. (02:27:05) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:26) - OpenAI Product Roadmap (35:47) - OpenAI to Pay Oracle $30B Per Year (39:41) - Stargate Hits Early Struggles (46:53) - Musk Allies to Raise $12B for xAI (56:23) - Intern Cam Live from Tesla Diner (01:05:50) - Anatoly Yakovenko, co-founder and CEO of Solana Labs, discusses the inception and evolution of Solana, emphasizing its design for high-performance and scalability to support global financial systems. He highlights the network's ability to process more transactions than all major blockchains combined, attributing this to its unique architecture and focus on speed. Yakovenko also addresses the challenges of decentralization, the importance of real-world asset tokenization, and the role of AI in enhancing blockchain development. (01:35:28) - Aaron Levie, co-founder and CEO of Box, discusses how AI agents are revolutionizing enterprise software by automating tasks and enhancing productivity. He emphasizes that AI adoption in enterprises is accelerating rapidly, with organizations integrating AI to transform workflows and unlock new opportunities. Levie also highlights the importance of leveraging proprietary data assets, as AI agents can extract unique insights, providing companies with a competitive edge. (02:06:13) - Neil Parikh & Daniel Cahn discuss the launch of Ash, an AI-powered therapy platform designed to address the global mental health crisis by providing scalable, accessible support. They highlight the platform's development process, including training on clinical data and reinforcement learning, to ensure safety and efficacy. Parikh emphasizes that Ash is not intended to replace human therapists but to augment mental health services, offering continuous support and helping users build stronger real-world connections. (02:16:25) - Jan Sramek, founder and CEO of California Forever, discusses the Solano Foundry, a 2,100-acre advanced manufacturing park planned as part of a new city in Solano County, California. He emphasizes the importance of co-locating research and development with manufacturing to accelerate innovation and compete globally, drawing lessons from historical U.S. manufacturing hubs and China's integrated hardware ecosystems. Sramek highlights the project's potential to create a vibrant, walkable community offering quality of life improvements, such as short commutes and accessible amenities, to attract and retain a skilled workforce. (02:28:12) - Nathaniel Manning, CEO of Legend AI, discusses the company's mission to make Earth searchable by training large models on satellite and drone imagery, enabling users to query geospatial data over space and time. He explains that while much of this imagery is freely available from sources like the European Space Agency's Sentinel program and NASA, higher-resolution or more recent data can be purchased as needed. Manning also outlines Legend AI's three-tiered product stack: an API level for developers, an enterprise product, and a consumer application, all designed to harness the vast potential of geospatial data. (02:43:49) - Chris Andrew, co-founder and CEO of Scrunch AI, discusses the company's recent $15 million Series A funding led by Decibel and their development of a customer experience platform tailored for the AI buyer journey. He highlights the shift from traditional browsing to AI-driven search, emphasizing the need for businesses to optimize their online presence for AI agents. Andrew also introduces Scrunch AI's agent experience platform, designed to enhance website compatibility with AI models by simplifying content and improving accessibility. (02:50:32) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:45) - OpenAI Achieves IMO Gold (37:38) - Timeline (50:29) - CBS Cancels Colbert's Late Night (01:10:57) - McLaren's Mansour Ojjeh Collection (01:24:49) - Timeline (01:29:04) - Chris Black is a New York-based writer, producer, and editor, known for his creative consultancy, Done to Death Projects, and as co-host of the podcast "How Long Gone." In the conversation, he discusses his 2015 advice book "I Know You Think You Know It All," his upcoming memoir slated for 2026, and the evolving landscape of book promotion, emphasizing the impact of podcasts and traditional media appearances on sales. (02:00:28) - Chris Buskirk is a serial entrepreneur, author, and co-founder of 1789 Capital, a venture capital firm focusing on conservative-aligned companies. In the conversation, he discusses the resurgence of optimism in the business climate, emphasizing the importance of abundant, cheap energy for national prosperity and highlighting the need for the U.S. to develop its own rare earth magnet production to reduce reliance on China. He also touches on the role of government in fostering innovation, suggesting a balance between deregulation and strategic support for critical industries. (02:20:17) - Turner Caldwell, CEO of Mariana Minerals, discusses his company's role as a vertically integrated, software-first mining firm that focuses on engineering, financing, constructing, and operating mining projects post-exploration. He emphasizes the industry's need to shorten the timeline from mineral discovery to production, highlighting the challenges in designing and implementing mining infrastructure. Caldwell also announces Mariana Minerals' emergence from stealth mode with a $65 million Series A funding round led by Andreessen Horowitz and Breakthrough Energy Ventures. (02:30:50) - Jamin Ball, a Partner at Altimeter Capital, discusses his experience attempting to invest in Figma during its Series C funding round, which he refers to as the "white buffalo" of his career. He highlights Figma's impressive growth rate of 49% and free cash flow margins of 28%, positioning it as a leading software company. Ball also emphasizes the resilience of Figma's management team in navigating challenges, including a failed acquisition, and expresses confidence in their ability to adapt to emerging technologies like AI. (02:42:53) - Harper Carroll, an AI educator and machine learning engineer with degrees from Stanford and experience at Meta, discusses the potential of AI in children's education, emphasizing its role in fostering curiosity and learning through interactive audio models. She highlights the importance of developing AI tools that are accessible and engaging for children, while also addressing ethical considerations and the need for appropriate guardrails to ensure safe and effective use. Carroll also shares insights from her audience, noting that some parents have successfully integrated AI into their children's learning experiences, such as using AI as a "cool older sister" to discuss topics like nutrition and exercise. (02:59:39) - Nikita Singareddy, co-founder and CEO of Fortuna Health, a platform simplifying Medicaid enrollment, discusses the company's recent Series A funding led by Houston, their mission to create a "TurboTax for Medicaid" to streamline the complex application process, and their B2B2C model partnering with insurance companies to enhance user experience. She highlights the challenges of navigating state-specific Medicaid rules, the persistence of outdated technologies like fax machines in healthcare, and the importance of addressing real-world complexities beyond basic AI capabilities. Singareddy also emphasizes the need for innovative solutions in healthcare, such as AI nurses, to tackle issues like physician shortages and improve patient care. (03:12:03) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - Intro (00:03) - Astronomer CEO Affair at Coldplay Concert (11:11) - The Steelman for Grok's Vulgar Anime Mode (29:31) - Cognition Acquires Windsurf (01:20:14) - Jeff Wang (Windsurf) & Scott Wu (Cognition) (01:32:19) - Windsurf Chaos Aftermath Breakdown (01:41:27) - Martin Shkreli (DL Software) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:19) - Timeline (20:53) - Range Rover Launches New Logo (29:07) - Martin Shkreli. Martin is an American entrepreneur and former pharmaceutical executive known for his work in biotechnology and hedge fund management. He co-founded the hedge funds Elea Capital, MSMB Capital Management, and the biopharmaceutical companies Retrophin and Turing Pharmaceuticals. Shkreli gained national attention during his tenure at Turing, and later faced legal issues related to securities fraud, for which he was convicted in 2017. Despite his controversial public image, he remains a notable figure in the biotech and finance communities. (01:21:40) - Timeline (01:36:11) - Joseph Krause, co-founder and CEO of Radical AI, announced the company's $55 million seed funding round, led by RTX Ventures, marking one of the largest in New York's history. He discussed plans to build an advanced materials R&D facility integrating AI and robotics to accelerate materials science innovation. Krause also shared his background in nanoscience and the journey from academic research to entrepreneurship, emphasizing the importance of culture and lean operations in their growth strategy. (01:45:29) - Timeline (01:53:20) - Joe Weisenthal is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg Digital, co-anchors Bloomberg Television's "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses recent positive economic data, including better-than-expected retail sales and jobless claims, and explores the implications of potential Federal Reserve rate cuts on long-term interest rates and mortgage rates. (02:23:53) - Nirav Tolia, co-founder and CEO of Nextdoor, recently discussed the platform's comprehensive redesign aimed at enhancing user engagement and utility. The new Nextdoor introduces three core features: 'News,' integrating content from over 3,500 local publications; 'Alerts,' providing real-time updates on local emergencies; and 'Faves,' an AI-powered tool offering personalized recommendations based on neighborhood conversations. Tolia emphasized that these enhancements are designed to make Nextdoor an indispensable daily resource for neighbors, fostering stronger, safer, and more connected communities. (02:40:13) - Mike Knoop, co-founder of Zapier and host of the ARC Prize, discusses the ARC-AGI benchmark's role in measuring AI's ability to generalize on novel tasks, emphasizing that while AI systems have made progress, they still lag behind human efficiency levels. He highlights the ARC Prize's aim to accelerate AGI development by encouraging open sharing of new ideas and fostering a diverse AI research community. Knoop also introduces ARC V3, an interactive reasoning benchmark designed to challenge emerging AI agent systems, noting its increased complexity and the importance of efficiency constraints to prevent agents from relying on brute-force methods. (03:00:58) - Kyle Samani, co-founder and managing partner at Multicoin Capital, discusses the transformative potential of stablecoins in enabling global access to U.S. dollars, emphasizing that this unprecedented shift is not yet fully appreciated. He highlights the profound implications for global commerce and payments, noting that major consumer software platforms can now legally integrate stablecoins, potentially onboarding billions of users into the crypto ecosystem. Samani also touches on the evolving regulatory landscape, mentioning the passage of the Genius Act and the anticipated Clarity Act, which aim to define regulatory responsibilities and provide clarity for the industry. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:09) - Astronomer CEO Affair at Coldplay Concert (11:31) - New Tesla Model Y L Breakdown (16:18) - JUUL Approved by the FDA (01:02:49) - Is AI Causing Historic Crashouts? (01:29:16) - Chris Power, founder and CEO of Hadrian, discusses the company's recent $260 million funding round led by Founders Fund and Lux Capital, which will support the expansion of their manufacturing capabilities, including a new 270,000-square-foot facility in Mesa, Arizona, and the launch of a "factories-as-a-service" model to enhance defense production. He emphasizes the importance of revitalizing American manufacturing through automation and advanced technologies to address workforce shortages and strengthen national security. (01:45:00) - Jeremie Eliahou Ontiveros, Head of Datacenter & Energy Infrastructure Research at SemiAnalysis, specializes in analyzing hyperscaler and neocloud infrastructures, large-scale AI clusters, and associated cooling and electrical systems. In the conversation, he discusses Meta's substantial investments in AI infrastructure, including the construction of massive data centers in Ohio and Louisiana, each aiming to provide up to 2 gigawatts of compute power by 2027. He also highlights the competitive landscape in data center development, noting the intense search for power resources and the strategic decisions companies are making to expedite construction and enhance efficiency. (02:13:43) - Jesse Pollak is Vice President of Engineering at Coinbase and the creator and lead of Base, Coinbase’s Ethereum Layer‑2 blockchain. He previously headed Coinbase’s consumer engineering teams, where he significantly grew the team and helped develop Coinbase Pro and Coinbase Wallet. (02:36:34) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is a veteran in the video generative AI space, having previously developed Snap's face filters and other viral products. In the conversation, he discusses Higgsfield's mission to create next-generation AI tools for social media content, emphasizing the importance of building reasoning engines to enhance video generation and the potential for AI to revolutionize content creation by enabling users to produce high-quality videos with minimal effort. (02:49:11) - Billy Thalheimer, co-founder and CEO of REGENT, discusses the company's development of all-electric seagliders designed for high-speed, low-cost coastal transportation and defense applications. He highlights the recent launch of REGENT Defense, emphasizing the seagliders' suitability for military operations in island chains due to their speed, low operating costs, and low radar visibility. Thalheimer also mentions ongoing collaborations with the U.S. Marine Corps and plans for full-scale prototyping to meet both commercial and defense needs. (02:52:21) - Jonathan Mortensen, founder and CEO of Confident Security, announced the company's emergence from stealth mode with $4.2 million in funding from Decibel Commons. He emphasized the importance of confidential AI to prevent large-scale data privacy issues, highlighting the need for privacy measures beyond those offered by companies like Apple. Mortensen explained that Confident Security's product involves a server-side wrapper and client-side SDK, utilizing advanced cryptography to ensure that user data remains private and is not used for training, with technical guarantees enforced at the engineering level. (02:57:13) - Douwe Kiela, CEO and Co-Founder of Contextual AI and an Adjunct Professor at Stanford University, is a pioneer in Retrieval-Augmented Generation (RAG) technology. In the conversation, he discusses the evolution of RAG, emphasizing its role in enhancing generative AI by integrating real-time data retrieval to improve accuracy and relevance. He highlights the transition to RAG 2.0, which introduces active retrieval mechanisms, enabling AI agents to proactively seek information, thereby transforming them into more dynamic and context-aware systems. (03:02:56) - Yash Kumar & Isa Fulford. Members of Technical Staff at OpenAI, discuss the development and capabilities of ChatGPT Agent, a new AI tool designed to perform complex, multi-step tasks by interacting with various applications and services. Explaining that ChatGPT Agent combines features from previous OpenAI tools, such as Operator and Deep Research, to create a versatile assistant capable of tasks like scheduling meetings, planning events, and generating presentations. (03:15:12) - Dan Shipper, CEO and co-founder of Every, discusses his experience using ChatGPT Agent to analyze customer feedback for Quora, his email management AI app. He highlights the agent's ability to autonomously process large volumes of data, identify customer archetypes, and generate detailed reports, tasks that would traditionally require significant time and effort. Shipper also compares ChatGPT Agent's user-friendly, consumer-focused design to Anthropic's Claude code, noting that while Claude offers greater customization and power for developers, it is less accessible to general consumers. (03:28:07) - Chris Best, co-founder and CEO of Substack, discusses the company's recent $100 million Series C funding round, which has elevated its valuation to over $1.1 billion. He emphasizes Substack's evolution from a simple email newsletter platform to a comprehensive network empowering creators with tools for direct audience engagement and monetization. Best outlines plans to invest the new funds in enhancing the platform's features, supporting long-term growth, and building a robust ecosystem that benefits both writers and readers. (03:38:00) - Dean Leitersdorf, founder of Decart, discusses the launch of Mirage, the first real-time video model capable of transforming live video streams based on user prompts. He demonstrates how Mirage can apply various styles—such as "wild west" or "cyberpunk"—to live video, showcasing its potential for interactive and immersive experiences. Leitersdorf also highlights the model's efficiency, noting that it runs on servers and is optimized to be cost-effective, enabling free access for users. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:01) - The Steelman for Grok's Vulgar Anime Mode (20:50) - AWS Launches Competitor to Browserbase (31:16) - Timeline (31:49) - What AI Product will Zuck Launch Next? (01:01:21) - Delian Asparouhov. Delian is a Partner at Founders Fund and the Co-founder & President of Varda Space Industries, which is building the first commercial manufacturing facility in space. He previously worked at Khosla Ventures and studied at MIT. He’s known for his focus on frontier tech, national defense, and aerospace innovation. (01:31:46) - Lucas Swisher. Lucas is a Founding Partner at Coatue Management’s venture capital arm, where he leads investments in enterprise software and fintech. He was previously at Goldman Sachs and graduated from Harvard. Lucas is known for his deep involvement in early-stage startup growth and go-to-market strategy. (02:00:18) - Ravi Gupta. Ravi is a Partner at Sequoia Capital, focusing on early-stage companies across sectors like healthcare, AI, and consumer tech. Previously, he was CFO and COO at Instacart, helping scale the company through massive growth. He also worked at KKR and earned his degrees from Yale. (02:31:35) - Adam Warmoth. Adam is the Founder & CEO of Chariot Defense, a San Francisco–based startup that emerged from stealth with $8 million in seed funding in July 2025. The company is revolutionizing tactical power delivery for drones, sensors, mobile command posts, and jammers, with deployments in U.S. Army and Defense Innovation Unit (DIU) exercises. Adam emphasizes real-world, field-driven development, bridging the gap between cutting-edge weaponry and reliable battlefield energy systems. (02:47:13) - Misha Laskin. Misha is the co-founder & CEO of Reflection AI, the startup behind Asimov, a next-gen AI coding agent designed to deeply understand and reason about developer workflows using reinforcement learning. A former DeepMind researcher on Gemini and AlphaGo-related teams, Misha is driving Reflection AI to build agentic systems with “depth” — capable of multi-step planning and collaboration — aiming for foundational advances toward superintelligent agents. (03:02:36) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:27) - Windsurf Chaos Aftermath Breakdown (15:17) - Dwarkesh Patel Article Breakdown (27:17) - NVIDIA Back in China After Trump Meeting (30:20) - Zak Kukoff, a recurring guest on the show, discusses the U.S. government's recent decision to allow Nvidia to resume exports of its H20 AI chips to China, following previous restrictions that had significantly impacted Nvidia's revenue. He highlights the strategic implications of this move, noting that while it represents a substantial economic win for Nvidia, it also raises national security concerns due to potential military applications of the technology. Kukoff further explores the broader context of U.S.-China trade relations, emphasizing the delicate balance between economic interests and security considerations in the evolving landscape of AI and semiconductor exports. (53:31) - History of Richard Mille (01:16:20) - David Protein Launches Boiled Cod Flavored Bar (01:28:31) - Brian Venturo, co-founder and Chief Strategy Officer of CoreWeave, discusses the company's evolution from a cryptocurrency mining operation to a leading provider of GPU-based cloud computing services tailored for AI and machine learning workloads. He highlights CoreWeave's commitment to delivering scalable, high-performance infrastructure that meets the growing demands of AI developers and enterprises. Venturo also emphasizes the company's focus on customer-centric solutions, enabling clients to efficiently scale their computing resources and accelerate innovation in their respective fields. (02:01:16) - Tyler Cowen is the Holbert L. Harris Chair of Economics at George Mason University, faculty director of the Mercatus Center, and co-author of the economics blog Marginal Revolution. In the conversation, Cowen discusses the rapid advancements in artificial intelligence, noting that current AI systems can perform intellectual tasks as well as expert humans, and emphasizes the importance of human adaptability in integrating these technologies into various sectors. (02:31:12) - Austin Hughes, co-founder and CEO of Unify, a go-to-market technology platform, discusses his journey from leading the growth product team at Ramp to founding Unify in early 2023. He highlights Unify's recent $40 million Series B funding and explains how their product streamlines sales processes by automating research and data collection, allowing sales teams to focus on engaging prospects. Hughes also addresses the evolving role of AI in sales, emphasizing the importance of human creativity and personalization in outreach strategies. (02:43:12) - Apple Buying $500M in Rare Earth Magnets (02:45:58) - Kris Fredrickson, a seasoned investor and co-founder of Curology, discusses his new $175 million investment fund, emphasizing a concentrated strategy with 8 to 10 core positions to ensure each investment significantly impacts his limited partners. He highlights the importance of aligning with founders' visions and providing substantial support, drawing from his extensive experience in various investment roles. Fredrickson also touches on the evolving venture capital landscape, noting the resurgence of mergers and acquisitions and the potential for multiple winners in expansive markets like AI. (02:59:16) - Dick Lucas, a software developer and entrepreneur, is running for California's 51st State Assembly District, encompassing areas like Santa Monica and West Hollywood. He emphasizes the need for competition in California's political landscape, expressing concerns over the state's one-party dominance and its impact on governance. Lucas identifies housing affordability as a primary issue, advocating for streamlined building processes to increase supply and reduce costs. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

(00:00) - Intro (00:03) - Texas Floods Controversy (03:39) - Augustus Doricko (Rainmaker) (31:04) - Top Signals (01:05:09) - Grok Goes Out of Control (01:14:49) - Grok 4 Launch Breakdown (01:48:06) - Ben Thomson (Stratechery) (02:27:59) - Meta Doubles Down on Smart Glasses (02:35:21) - OpenAI to release Web Browser TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:48) - Market Top Signals Timeline Reaction (34:26) - Timeline (37:58) - Perplexity Browser Review (45:19) - Timeline (53:33) - How Shaun Maguire & Augustus Doricko Navigated Backlash (01:08:42) - California Ranch on Sale for $50M (01:29:17) - Volkswagen Electric Bus Flops (01:38:01) - Farbood Nivi, an entrepreneur and health enthusiast, discusses his journey through various biohacking experiments, including gene therapy and peptide use, and emphasizes the importance of establishing consistent health routines over daily self-negotiation. He shares his current regimen, which includes morning light exposure, hydration, and brief, regular exercise sessions, highlighting that a balanced approach yields better health outcomes than extreme focus on single activities. Additionally, Nivi introduces "Protocols," an app designed to facilitate health routines among friends, underscoring the significance of community support in achieving health goals. (01:59:29) - Sean Frank, CEO of The Ridge Wallet, has led the company to over $100 million in annual revenue by expanding its product line beyond minimalist wallets to include men's rings, backpacks, and other accessories. In the conversation, he discusses TikTok's strategic shift from e-commerce to focusing on advertising, the challenges of live shopping in the U.S., and the impact of AI on business operations, particularly in data analysis and creative processes. (02:34:01) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:28) - Grok 4 Launch Breakdown (36:09) - Open AI to Release Web Browser (50:31) - Apple Plans to Release New Apple Vision Pro Model (58:48) - Chris Paik, General Partner at Pace Capital and former Partner at Thrive Capital, discusses the evolution of human-computer interaction, emphasizing the potential of technologies like eye tracking and gesture recognition. He explores the rise of VTubing and YouTube's impact on digital content, highlighting how virtual avatars are reshaping the creator landscape. Paik also introduces the "atomic value swap" framework for assessing market fit and business model alignment, stressing the importance of balanced value exchanges to ensure platform success. (01:33:50) - Will Bruey, co-founder and CEO of Varda Space Industries, discusses how microgravity enables the creation of pharmaceutical formulations not possible on Earth, as gravity affects crystal growth and particle size distribution. By manufacturing drugs in space, Varda aims to produce purer and more uniform medications, potentially improving patient outcomes. Bruey also outlines the company's plans to scale up production and establish reentry sites globally to meet the growing demand for space-manufactured pharmaceuticals. (01:53:02) - Joel Becker, a researcher at Meta, discusses a study evaluating the impact of AI assistance on experienced open-source developers working on large, long-standing projects. Contrary to expectations, the study found that developers who used AI tools were actually slowed down, rather than sped up. Becker emphasizes the need for further research to understand these findings and to assess the potential for AI systems to autonomously improve their own capabilities. (02:13:07) - Dylan Parker, Co-Founder and CEO of Moment, discusses his company's recent $36 million Series B funding led by Index Ventures, the evolution of fixed income trading from manual to electronic systems, and Moment's role in providing modern fixed income infrastructure for financial institutions, including a partnership with LPL Financial. (02:22:35) - Eric Olson, co-founder and CEO of Consensus, an AI-powered search engine for academic research, discusses how Consensus leverages large language models to provide researchers with faster, evidence-based answers from peer-reviewed journals. He highlights the platform's dedicated focus on academic content, enabling more intelligent searches and citation-forward interfaces tailored for researchers. Olson also addresses the challenges of accessing paywalled content and emphasizes the importance of open access to scientific literature. (02:33:27) - Ghita Houir Alami, co-founder of ZeroEntropy, holds two master's degrees in applied mathematics from École Polytechnique and UC Berkeley. She discusses her journey from computer vision to large language models, leading to the creation of ZeroEntropy, which focuses on enhancing retrieval systems for AI by building search tools for Retrieval-Augmented Generation (RAG) and agents. Alami emphasizes the importance of precise and efficient retrieval to prevent AI hallucinations and highlights the company's recent release of a reranker model to improve search accuracy. (02:42:53) - Elliot Hershberg is a biotech scientist, writer, and investor who has contributed to cancer vaccine design, developed computational tools for spatial genomics, and worked on genome browser software. He authors the "Century of Biology" newsletter and has served as Biotech Partner at Not Boring Capital, focusing on synthetic biology investments. In the conversation, Hershberg discusses the integration of artificial intelligence in biotechnology, highlighting its transformative impact on drug discovery and the development of innovative medicines. (02:52:22) - Karim Atiyeh, co-founder and CTO of Ramp, discusses the launch of Ramp's first AI agent designed to streamline corporate expense management by automating decisions between finance teams and other departments. This agent, knowledgeable about company expense policies and transaction details, reduces the need for manual approvals and enhances efficiency. Atiyeh also highlights the agent's ability to gather contextual information from various sources, such as calendars and emails, to make informed decisions, thereby minimizing delays and improving compliance. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:57) - Linda Yaccarino Steps Down as CEO of X (06:01) - Grok Spreads Antisemitic Rants on X (16:00) - Tariff Deadline Pushed to August (17:54) - F1's Red Bull Fires Christian Horner (26:54) - Cloudflare Locks Down AI Crawlers (30:07) - Timeline (57:51) - David Marcus, co-founder and CEO of Lightspark, has an extensive background in financial services and technology, including leadership roles at PayPal and Meta. He discusses his journey from founding companies in Europe to leading PayPal and Meta's messaging products, culminating in the creation of Lightspark to build modern payment infrastructure on Bitcoin. Marcus emphasizes the importance of an open, decentralized money network and introduces technologies like the Universal Money Address (UMA) and Spark, a new Bitcoin Layer 2 solution, to facilitate real-time, low-cost global transactions. (01:27:24) - Ben Thompson, founder of Stratechery, is a technology and media analyst known for his in-depth analysis of tech industry strategies and business models. In the conversation, he discusses his career trajectory, the evolution of his independent analysis platform, and the challenges faced by tech companies in adapting to new market dynamics. He also explores topics such as the impact of AI on the tech industry, the importance of maintaining independence in media analysis, and the strategic decisions of major tech companies. (02:07:17) - Scott Belsky is an entrepreneur, author, and investor, best known for founding Behance, an online platform for creative professionals, and serving as Adobe's Chief Strategy Officer and Executive Vice President of Design & Emerging Products. In the conversation, Belsky discusses the concept of AI safety layers, emphasizing how AI can act as a protective mechanism against scams and misinformation by detecting and alerting users to potential threats. He also explores the economic incentives behind AI development, suggesting that aligning these incentives with user safety can mitigate risks associated with AI technologies. (02:30:53) - Nathan Lambert is a machine learning researcher at the Allen Institute for AI, focusing on building and advocating for open language models. In the conversation, he discusses the competitive landscape between American and Chinese AI models, emphasizing the need for the U.S. to invest in open-source AI to maintain technological leadership. He also highlights the importance of transparency and accessibility in AI development to foster innovation and trust. (02:43:29) - Richard Socher, a prominent AI researcher and entrepreneur, is the founder and CEO of You.com, an AI-powered search engine, and managing partner at AIX Ventures. In the conversation, he discusses his journey from completing a Ph.D. at Stanford to founding MetaMind, which was acquired by Salesforce, where he served as Chief Scientist. He also explores the challenges of integrating AI into enterprise search, the current state of AI research, and the future of artificial general intelligence. (02:57:49) - Naeem Talukdar, co-founder and CEO of Moonvalley, leads a team combining AI researchers and filmmakers to develop advanced generative video models. He discusses the integration of AI into filmmaking, emphasizing the creation of tools that enhance, rather than replace, the creative process. Talukdar highlights the importance of ethical AI practices, noting that Moonvalley's models are trained exclusively on licensed data to ensure responsible use in the entertainment industry. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:49) - Meta Poaches Apple AI Exec (07:26) - Jane Street Update (11:11) - Shaun Maguire Under Fire (13:21) - Replit Teams Up with Microsoft (15:58) - TSA Drops Shoe Rule (18:18) - Unilever Uses AI For Viral Soap Ads (19:27) - Gemini Nano Ships (21:20) - Alex Roy, a renowned automotive journalist and former Cannonball Run record holder, discusses his transition from illegal cross-country racing to investing in autonomous vehicle technology. He highlights how his experience in planning and executing high-speed, long-distance drives provided valuable insights into mapping, radar detection, and vehicle autonomy, which he later applied as an executive at Argo AI, Ford and VW's self-driving car unit. Roy also reflects on the evolution of the Cannonball Run, noting the impact of technological advancements and the potential for autonomous vehicles to set future records. (46:06) - Ryan Petersen, CEO of Flexport, a leading logistics and supply chain management company, discusses the challenges posed by recent U.S. tariffs on global trade. He highlights the complexities businesses face due to rapidly changing tariff policies, making supply chain planning difficult. Petersen also notes that while some companies have shifted production to countries like Vietnam to avoid tariffs, these regions have also been affected, leading to further uncertainty. (01:13:59) - Jonathon Barkl, co-founder and CEO of AirGarage, discusses how his company partners with real estate owners to modernize parking facilities by implementing technology-driven solutions that enhance user experience and increase revenue. He highlights AirGarage's growth to over 300 locations across 38 states, emphasizing their ability to boost net operating income for property owners by 20 to 50% through services like payments, advertising, enforcement, and data analytics. Barkl also addresses the challenges posed by traditional parking systems and competitors, underscoring AirGarage's commitment to innovation and customer satisfaction. (01:30:03) - Timeline Reactions (01:39:16) - Jacob Glanville, PhD, is a computational immunoengineer and serial entrepreneur, known for founding Distributed Bio and Centivax, where he serves as CEO. In the conversation, he discusses Centivax's development of a universal flu vaccine aiming for 80-95% efficacy, supported by nearly $100 million in funding, and a universal antivenom derived from antibodies of Tim Friede, who self-immunized against multiple snake species. (01:51:53) - Craig Piggott, founder and CEO of Halter, discusses how his company is revolutionizing livestock management by replacing traditional fencing with solar-powered collars that guide cattle using sound and vibration cues, allowing farmers to control and monitor their herds remotely via a mobile app. This innovation addresses labor shortages in farming by automating tasks, enabling more precise operations, and freeing up time for farmers to focus on other essential activities. Piggott also highlights Halter's significant growth, with operations in New Zealand, Australia, and the U.S., managing hundreds of thousands of cows across over a thousand farms, and achieving a valuation of $1.65 billion following a recent $165 million Series D funding round. (02:00:19) - Jonathan Ross, CEO and founder of Groq, discusses the company's development of Language Processing Units (LPUs) designed to accelerate AI inference tasks with greater speed and efficiency compared to traditional GPUs. He highlights Groq's unique chip architecture, which eliminates external memory to reduce latency and energy consumption, and emphasizes the importance of software optimization in achieving competitive performance. Ross also shares insights into Groq's rapid deployment of data centers, strategic partnerships, and the company's vision to capture a significant share of the global AI inference market by deploying over a million processors. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:43) - Dwarkesh Updates AGI Timelines (05:05) - Rainmaker Accused of Role in Texas Floods (08:44) - Underground Robot Boxing in SF (14:14) - TikTok Reportedly Preps US-Only App (17:28) - Elon's 'America Party' (21:26) - Oracle Cuts Cloud Prices for Feds (22:45) - Meta Beats Authors' AI Suit (24:54) - Dwarkesh Patel, host of the Dwarkesh Podcast, is known for interviewing leading intellectuals on topics like artificial intelligence and economics. In this conversation, he discusses the challenges of integrating AI into workflows, emphasizing the limitations of current language models in learning from feedback and adapting over time. He also explores the potential economic impacts of AI advancements, highlighting the need for effective management of public expectations and policies to address the transformative effects on the job market. (58:04) - Augustus Doricko, CEO and founder of Rainmaker, discusses the recent Texas flooding, emphasizing that Rainmaker's cloud seeding operations were suspended prior to the event and did not contribute to the disaster. He expresses concern over proposed legislation by Marjorie Taylor Greene to ban weather modification, arguing that such measures are based on misinformation and could harm agricultural interests. Doricko advocates for transparent regulation and oversight of weather modification technologies to ensure their safe and beneficial use. (01:26:40) - Shishir Mehrotra & Rahul Vohra are the CEOs of Grammarly and Superhuman, respectively, and together they outline how Grammarly’s acquisition of Superhuman will reshape workplace email. The two leaders describe a future in which Grammarly’s AI agents are woven directly into Superhuman’s lightning-fast inbox, allowing professionals to compose, triage, and act on messages far more quickly while pulling context from calendars, docs, and other workflows. (01:56:00) - Ankur Nagpal, founder of Teachable and Carry, discusses his journey from selling his company and facing a significant tax bill to creating Carry, a platform that automates tax savings for business owners. He highlights the complexities of the U.S. tax code and emphasizes the importance of leveraging tax strategies to build wealth. Additionally, he explains recent legislative changes, such as adjustments to the Qualified Small Business Stock (QSBS) exemption and bonus depreciation, and their implications for entrepreneurs. (02:12:56) - Preston Holland, founder and president of Prestige Aircraft Finance, discusses the impact of bonus depreciation on private jet ownership, explaining how owners can expense the full cost of a jet in the first year if it's used predominantly for business purposes. He highlights the importance of understanding tax implications, such as depreciation recapture when selling an aircraft, and emphasizes the need for consulting tax professionals to navigate these complexities. Additionally, Holland notes that while bonus depreciation can stimulate aircraft purchases, current higher interest rates may temper market enthusiasm compared to previous periods of similar tax incentives. (02:32:14) - Matej "Matt" Cernosek is the CEO and co-founder of Adrenum, a company dedicated to securing the ocean through distributed sonar sensing systems for the maritime sector. In the conversation, he discusses his journey from studying at the Colorado School of Mines to founding Adrenum with Alex Chu, emphasizing the underappreciated nature of maritime intelligence and the need for advanced sensing technologies. He highlights the challenges of detecting modern threats like autonomous drug-smuggling submarines and the importance of integrating hardware and software to build scalable, intelligent sonar systems capable of distinguishing between man-made objects and biological entities in the ocean. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:03) - The Soham Parek Drama (05:39) - Soham Parek Interview (27:20) - Flo Crivello (Lindy) (38:13) - Emily Sundberg (Feed Me) (01:09:33) - Senate Passes Trump's Megabill (01:13:46) - Zak Kukoff (Lewis-Bruke Associates) (01:28:23) - Matthew Prince (Cloudflare) (02:00:03) - Meta Poaches OpenAI Engineers (02:39:51) - Will Brown (Prime Intellect) (03:10:05) - Sam Altman Slams Meta TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

(01:35) - Top Stories (38:42) - Crypto Bank Erebor Rises from SVB Ashes (46:12) - Microsoft Scales Back AI Chip Plans (54:11) - Sam Altman Slams Meta (57:40) - Deedy Das, a principal at Menlo Ventures, has a background in engineering and product leadership, including roles at Google and Facebook, and was a founding team member at Glean. In the conversation, he discusses his transition from engineering to venture capital, emphasizing the value of technical expertise in investing, and highlights his focus on early-stage investments in AI/ML, next-generation infrastructure, and enterprise software. (01:28:56) - Emily Sundberg is a New York-based writer and director, best known for her daily business newsletter, *Feed Me*, which has garnered a dedicated readership of around 60,000 subscribers. In the conversation, she discusses her journey from launching *Feed Me* during the COVID-19 pandemic to its current success, emphasizing the importance of authentic storytelling and community building in the digital age. She also highlights the evolving media landscape, noting how independent creators are reshaping traditional journalism by fostering direct engagement with their audiences. (02:01:28) - Mert Mumtaz, CEO of Helius Labs and a prominent advocate for Solana, discusses the emergence of tokenized private company shares on blockchain platforms, highlighting initiatives by Republic and Robinhood. He notes that Republic's offering involves mirrored assets with a $5,000 investment cap and a one-year lock-up period, while Robinhood plans to launch on Arbitrum before transitioning to its own optimized chain, emphasizing the importance of regulatory compliance and the potential for increased competition in the space. Mumtaz also addresses the challenges of integrating real-world assets on-chain, underscoring the need for clear regulatory frameworks and the ability to implement controls within decentralized finance to manage market risks effectively. (02:18:19) - Zak Kukoff, Chair of the Tech and Venture Practice at Lewis-Burke Associates, has a background in venture capital and entrepreneurship, including founding and selling an education technology company. In the conversation, he discusses his Jaeger-LeCoultre Reverso watch, a gift from his family for his 30th birthday, highlighting its significance during a period when he and his wife were in different time zones. He also provides insights into recent political developments in Washington, D.C., focusing on the challenges faced by Congress due to a major storm that disrupted travel, affecting members' ability to vote on critical legislation. (02:27:23) - John Kim, co-founder and CEO of Paraform, a recruiting platform, discusses the company's recent $20 million Series A funding led by Felicis, bringing their total funding to $25 million. He explains that Paraform connects companies with specialized recruiters to fill critical roles, emphasizing the increasing importance of recruiters in the evolving tech landscape. Kim also highlights the growing demand for forward-deployed engineers and the role of AI in enhancing, rather than replacing, human recruiters. (02:43:19) - Amit Jain, co-founder and CEO of Luma AI, discusses the development of multimodal models that integrate audio, video, language, and images to advance beyond current large language models. He highlights Luma's video generation models, which are being utilized by Hollywood, advertising agencies, and individual creators, serving tens of millions of users. Jain also addresses the transformative impact of AI on industries like Hollywood and advertising, emphasizing the need for adaptation to rapidly evolving AI technologies. (03:10:58) - Who Is Soham Parekh? Timeline in Turmoil! TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(02:32) - Apple Looks to Anthropic and OpenAI for Siri Upgrade (04:06) - Senate Passes Trump's Megabill (08:46) - Grammarly Acquires Superhuman (12:08) - Amazon on the Cusp of More Robots Than Humans in Factories (15:20) - Microsoft's AI Diagnoses Beat Doctors (19:31) - Apple Eyes Anthropic, OpenAI to Power New Siri (49:01) - Timeline Reactions (57:02) - Zak Kukoff, a Washington correspondent, discusses the Senate's recent removal of a proposed 10-year moratorium on state-level AI regulation from President Trump's comprehensive tax and spending bill. He highlights the bipartisan opposition to the moratorium, noting that Senator Marsha Blackburn of Tennessee led the amendment to eliminate it, emphasizing the need for states to protect their citizens in the absence of comprehensive federal legislation. Kukoff also touches on the broader implications of the bill, including potential Medicaid cuts and the political dynamics surrounding its passage. (01:12:41) - Shawn Wang, also known as Swyx, is a developer experience leader and angel investor who has led developer tooling at AWS, Two Sigma, and three devtool unicorns (Netlify, Temporal, Airbyte). He is the founder of Smol AI, which produces AI News, a widely read AI industry newsletter. In the conversation, he discusses Meta's aggressive recruitment of AI talent, the resilience of OpenAI despite key departures, and the evolving landscape of AI development, emphasizing the strategic shifts companies are making to stay competitive. (01:31:30) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the challenges publishers face as AI-generated summaries reduce traditional search traffic, threatening their business models. To address this, Cloudflare is developing tools to prevent unauthorized content scraping and aims to establish a system where AI companies compensate content creators fairly. Prince emphasizes the need for a balanced approach that rewards original content while fostering a sustainable digital ecosystem. (02:03:25) - Luca Netz, CEO of Pudgy Penguins, discusses the transformative potential of stablecoins in driving mainstream crypto adoption, emphasizing their role in enabling consumer-friendly applications beyond speculative investments. He highlights the importance of blockchain's censorship-resistant payment systems in reducing transaction costs and barriers, particularly for entrepreneurs facing challenges with traditional financial intermediaries. Netz also shares insights into leveraging community incentives to achieve significant retail success, exemplified by Pudgy Penguins' strategic product launches and partnerships with major retailers. (02:19:15) - Julia Steinberg, a recent Stanford graduate and writer for *Palladium* magazine, discusses the evolving job market for elite university graduates, highlighting a shift from traditional high-status roles to positions in venture capital and entrepreneurship. She observes that the proliferation of AI technologies is rendering certain careers obsolete, leading to a sense of economic nihilism among her peers. Steinberg also notes a paradox where students feel entitled to prestigious jobs yet are unwilling to pursue roles they perceive as less elite, contributing to underemployment and dissatisfaction. (02:33:12) - Joel Hron, Chief Technology Officer at Thomson Reuters, discusses the company's integration of artificial intelligence across its services, emphasizing the legal industry's rapid adoption of AI technologies. He highlights the use of Retrieval Augmented Generation (RAG) to ground large language models with reliable content, reducing errors and enhancing accuracy. Hron also underscores the importance of human expertise in developing AI solutions, ensuring they meet the high standards expected by professionals. (02:46:37) - Mackenzie Burnett, CEO and co-founder of Ambrook, a financial management software company for American family-run businesses, discusses the company's mission to enhance profitability and resilience in agriculture by providing comprehensive financial tools tailored for farmers and ranchers. She highlights the challenges faced by producers, such as managing complex financial records and accessing capital, and explains how Ambrook's platform addresses these issues by offering accounting, payments, banking, and card services designed for those who spend more time in the field than the office. Burnett also announces Ambrook's recent $26.1 million Series A funding led by Thrive Capital, emphasizing the company's commitment to supporting sustainable and resilient farming practices. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:28:55) - Will Brown discusses Meta's recent aggressive recruitment of top AI talent, including former OpenAI researchers, to bolster its AI capabilities. He highlights Meta's strategic investments, such as the $14.3 billion stake in Scale AI, and the formation of the 'Superintelligence' team led by Alexandr Wang, aiming to advance artificial general intelligence (AGI). Brown also touches on the competitive landscape, noting Meta's substantial financial incentives to attract leading AI researchers and the broader implications for the AI industry. (01:59:25) - Will O'Brien, co-founder of Ulysses Ecosystem Engineering, discusses his company's development of autonomous surface and underwater vehicles designed to perform critical ocean tasks, such as seagrass restoration, at a fraction of the traditional cost. He explains how these vehicles can autonomously plant seagrass seeds, significantly accelerating restoration efforts compared to manual methods. O'Brien also highlights the broader applications of their technology, including maritime security and infrastructure projects, emphasizing the need for affordable, scalable solutions to address various challenges in ocean operations. (02:21:13) - Kylie Robison is a senior correspondent at WIRED, covering the business of artificial intelligence; she previously reported for The Verge, Fortune, and Business Insider. In the conversation, she discusses her recent reporting on OpenAI's decision not to release a research paper defining AGI, allegedly due to concerns over its Microsoft partnership, and the tension surrounding Meta's recruitment of OpenAI researchers, including a memo from OpenAI executive Mark Chen accusing Meta of "robbing our home." (02:31:32) - Joshua Meier, a leader in AI-driven drug discovery, discusses Chai Discovery's new foundation model, Chi2, which significantly improves antibody sequence generation, achieving success rates of up to 20%, thereby reducing the need for extensive lab testing. He highlights the potential of Chi2 to expedite drug development and enable the creation of novel therapies, emphasizing the importance of agility in the rapidly evolving biotech landscape. Meier also envisions a future where AI models can design personalized medicines, though he acknowledges the challenges in predicting the pace of technological advancements. (02:40:09) - John Glasgow, CEO and Founder of Campfire, discusses his journey from experiencing the limitations of legacy ERP systems firsthand to founding Campfire, an AI-native ERP platform designed to modernize finance and accounting processes. He highlights the company's recent $35 million Series A funding led by Accel, emphasizing plans to enhance product development and expand market reach. Glasgow also elaborates on Campfire's innovative use of AI to automate tasks, improve financial insights, and streamline operations for businesses of various sizes. (02:51:37) - 02:55:35 Tom Lee, founder of Fundstrat and Chief Investment Officer of Fundstrat Capital, has been appointed Chairman of BitMine Immersion Technologies. In this role, he discusses BitMine's $250 million private placement aimed at adopting Ethereum (ETH) as its primary treasury reserve asset, highlighting the strategic importance of Ethereum's ecosystem, particularly in relation to the growth of stablecoins. Lee emphasizes that this move positions BitMine to leverage Ethereum's protocol-level activities, such as staking and decentralized finance mechanisms, to enhance the company's treasury operations. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:03) - Tesla Robotaxi (08:55) - The Social Network 2 In Development (13:05) - Yacine (Former Software Engineer at X) (41:47) - Iran Launches Attack on US Base in Qatar (45:28) - Mike Gallagher (Palantir) (01:16:24) - Hims & Hers Stock Crash (01:26:55) - Crémieux (Writer) (01:43:51) - Potential Shell-BP Deal Shakes Markets (02:00:22) - FedEx Founder Dies at 80 (02:10:41) - Mr. Beast's AI Tool Drama (02:17:26) - DJ Seo (Neuralink Co-founder) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFin - https://fin.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(04:10) - S&P 500 at Historic Highs (07:36) - Timeline (14:10) - Paris Hilton Buys Mark Wahlberg's Mega Mansion After Losing Malibu Home (17:15) - Mr. Beast Backs Down After AI Thumbnail Drama (26:45) - DJ Seo, a founding member and implant engineer at Neuralink, discusses the company's progress in developing brain-computer interfaces, highlighting that their technology has already positively impacted seven human participants. He outlines the next milestones, including scaling the technology to thousands, eventually millions, of users and expanding functionalities beyond movement to speech, vision, and inner thoughts. Additionally, he emphasizes Neuralink's ultimate goal of understanding and unlocking the mysteries of the human mind. (01:01:06) - Tejpaul Bhatia, CEO of Axiom Space, brings over 25 years of experience in startups and strategic leadership, including roles at Google and as a founder of three investor-backed startups. In the conversation, he discusses Axiom's plans to build the world's first commercial space station, the potential of orbital data centers, and the commercialization of microgravity research and manufacturing. He emphasizes the importance of reducing costs and increasing accessibility to space, drawing parallels to the evolution of cloud computing and its impact on startups. (01:28:02) - Tomasz Tunguz, founder and general partner of Theory Ventures, discusses his firm's focus on concentrated investments in early-stage AI and blockchain companies, emphasizing a thesis-driven approach to identify technological discontinuities that provide go-to-market advantages. He highlights the importance of building a venture firm that thrives in varying capital market environments by maintaining a small portfolio and dedicating significant resources to support each company through market fluctuations. Additionally, Tunguz explores the evolving landscape of AI, noting the shift from structured to unstructured data and the potential for AI to transform industries by automating tasks and enhancing productivity. (02:02:18) - Kendrick Nguyen, co-founder and CEO of Republic, a platform democratizing private investments, discusses the launch of a token providing performance benchmarked to SpaceX. This initiative aims to fractionalize assets, allowing everyday investors to gain exposure to companies like SpaceX without direct ownership. Nguyen emphasizes that this financial product is an obligation of Republic, ensuring investors receive comparable economic returns upon a liquidity event, while acknowledging potential controversies and the evolving legal framework surrounding such innovations. (02:15:24) - Kirsten Green, founder and managing partner of Forerunner Ventures, discusses the rapid evolution of consumer AI, emphasizing the importance of building products that resonate with users amidst the swift advancements in technology. She highlights the necessity for startups to carve out unique spaces that large companies may overlook, focusing on specialized areas requiring dedicated attention and expertise. Green also underscores the significance of being first to market, noting that early movers can establish strong positions by leveraging new technologies to create compelling consumer experiences. (02:42:35) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

(02:31) - Timeline (02:35) - Mamdani Timeline Reactions (41:43) - Shell in Talks to Aquire Rival BP (55:29) - David Senra is the creator and host of the "Founders" podcast, where he delves into the lives and careers of history's most influential entrepreneurs. Each week, he reads a biography of a notable founder and extracts lessons that listeners can apply to their own ventures. Senra's passion for reading and entrepreneurship has led him to consume over 300 books on the subject, which he discusses in his episodes. In addition to his podcast, Senra has been featured in various interviews and discussions, sharing insights on topics like the importance of storytelling in communication, the value of authenticity in podcasting, and the significance of learning from historical figures. He emphasizes the power of distilling complex concepts into clear ideas and believes in the importance of practice and repetition to enhance clarity of thought and speech. Senra's work has garnered attention for its depth and dedication to understanding the minds of successful entrepreneurs, making his podcast a valuable resource for those interested in business and leadership. (01:23:29) - Yancey Strickler, co-founder and former CEO of Kickstarter, began his career as a music journalist before pioneering the crowdfunding platform that has raised over $4 billion for creative projects. In the conversation, he reflects on Kickstarter's early days, highlighting musician Allison Weiss's 2009 campaign as a pivotal moment that shaped modern crowdfunding practices. Strickler also discusses the evolution of the internet and the creator economy, emphasizing the shift towards creators having greater control over production and distribution, and the challenges and opportunities this presents. (01:56:00) - Joe Weisenthal is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg's digital brands, co-anchors the television show "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses the recent political landscape in New York City, focusing on Zoran Mamdani's mayoral victory, the role of prediction markets in gauging political outcomes, and the potential impact of autonomous vehicles on urban planning. (02:27:53) - Alex Atallah, co-founder of OpenSea, now leads OpenRouter, a platform that optimizes language model usage by routing traffic to the best GPU hosts based on user preferences. In the conversation, he discusses OpenRouter's role as a control plane for language models, enabling users to access various models with optimal performance and uptime. He also highlights the challenges in the AI landscape, such as the fragmentation of model availability across different cloud providers, and emphasizes OpenRouter's efforts to streamline access to these models. (02:40:15) - Michael Moriarty, co-founder of Orca, an energy water company, discusses the challenges and successes of launching their product, emphasizing the innovative clear can packaging that differentiates them in the market. He highlights the difficulties faced in manufacturing the clear cans, which took two years and multiple factories to perfect, as well as the viral marketing strategies employed, such as a nine-minute launch video featuring Corbin Bleu listing road signs. Moriarty also touches on their rapid growth since launching on Amazon in March, the ongoing fundraising efforts, and plans for retail expansion in Southern California. (02:48:22) - Timeline (02:52:21) - NVIDIA Launches Cloud AI Playground (02:54:16) - Nikunj Kothari, a seasoned entrepreneur and investor, has spent over a decade building startups across various sectors, including logistics, networking hardware, and real estate. He recently joined FPV Ventures, a generalist venture capital fund co-founded by Wesley Chan and Pegah Ebrahimi, which closed a $525 million fund focusing on diverse industries from biotech to consumer fintech. In the conversation, Kothari discusses the shift of value to the application layer as large AI models stabilize, emphasizing the importance of unique data and efficiency in building impactful AI applications. (03:10:47) - Alex Kehr, CEO of Superlocal, discusses the development of Superlocal—a personalized map application that automatically logs users' locations to provide tailored recommendations—and its recent acquisition by Foursquare. He explains that Superlocal combines features reminiscent of Google Maps and Foursquare, offering automatic place mapping, check-ins, and persona building based on user preferences. Kehr expresses enthusiasm for the acquisition, noting that it allows Superlocal to continue its operations without the constant concern of financial instability. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(04:30) - Anthropic Clears Legal Hurdle on AI Data (11:32) - All-In Launches Ultra Premium Tequila (30:45) - Timeline (45:17) - Hims & Hers Stock Drops Over 30% (56:09) - Ford is Scrambling For Rare-Earth Minerals (01:03:01) - Fedex Founder Fred Smith Dies at 80 (01:15:37) - Cremieux discusses the expanding applications of GLP-1 medications, highlighting their effectiveness in treating conditions beyond diabetes and weight loss, such as sleep apnea and certain cancers. He expresses concern over the misuse of these drugs, particularly among individuals without medical necessity, and notes the ease of obtaining them through unofficial channels. Additionally, he comments on the implications of the Hims and Novo Nordisk partnership dissolution, suggesting potential issues with drug distribution practices. (01:32:47) - Clément Delangue, CEO and co-founder of Hugging Face, an open-source AI platform, discusses the company's origins, including the choice of the "Hugging Face" emoji as its name, and its evolution from an AI chatbot to a leading platform with over 10 million AI builders. He highlights the importance of democratizing AI development to prevent the concentration of power among a few organizations, emphasizing the need for open-source collaboration to foster innovation and ethical practices. Delangue also addresses the challenges in AI, such as the scarcity of talent and resources, and advocates for a more decentralized approach to AI development to ensure broader accessibility and mitigate risks associated with monopolization. (02:04:02) - Emmett Shear, an American entrepreneur and investor, co-founded Justin.tv and its gaming-focused spin-off, Twitch, where he served as CEO until March 2023. In the conversation, Shear discusses his new AI startup, Softmax, which aims to discover principles of alignment and scale them for humanity, focusing on multi-agent reinforcement learning research to understand how agents interact and learn within complex systems. (02:36:52) - Brendan Foody, CEO of Mercor, discusses the company's rapid growth, noting collaborations with six of the "Mag Seven" tech giants and a 45% month-over-month growth over the past year. He highlights the increasing complexity in AI training, emphasizing the need for professionals like consultants, doctors, and lawyers to evaluate and teach models tasks beyond academic domains. Additionally, he addresses the challenges in AI's ability to perform basic tasks, such as booking flights, underscoring the importance of developing effective evaluation methods to measure and enhance model capabilities. (02:44:08) - Sam Schwager, co-founder and CEO of Super Dial, a voice AI company specializing in automating phone calls for healthcare, discusses the company's transition from Superbill to Super Dial, focusing on revenue cycle management (RCM) and the automation of outbound calls to health insurance companies. He announces the successful completion of a $15 million Series A funding round led by Signal Fire and elaborates on the company's strategic approach to integrating various technologies, including text-to-speech, speech-to-text, and large language models, to enhance their services. Additionally, he highlights the importance of perfecting workflow and integration, emphasizing the need for domain-specific context to ensure the effectiveness of their voice AI agents in handling repetitive transactions within the healthcare sector. (02:49:24) - Zach Lloyd, founder and CEO of Warp, discusses the launch of Warp 2.0, an AI-driven development environment that enables developers to prompt a terminal-like interface to run coding agents capable of tasks such as coding and debugging. He envisions a shift in software development workflows where engineers initiate tasks with prompts, allowing multiple agents to handle various development activities simultaneously, thereby enhancing productivity. Lloyd also emphasizes the importance of a competitive landscape among AI model providers to ensure better quality and pricing, expressing a preference for using the best available models, such as those from Anthropic, to deliver optimal user experiences. (02:58:44) - Dara Ladjevardian, co-founder and CEO of Delphi, discusses the company's recent $16 million Series A funding led by Sequoia, aimed at expanding their digital cloning platform that enables individuals to create interactive digital versions of themselves to scale their expertise. He highlights diverse applications, including coaches scaling client practices, authors making books interactive, and CEOs enhancing internal communication. Ladjevardian also addresses monetization strategies, noting that some users have generated multiple seven-figure revenues, and emphasizes the importance of trust and quality in representing users' data and likeness accurately. (03:16:12) - Amjad Masad, CEO and co-founder of Replit, discusses the company's journey from its inception as an open-source project in 2011 to achieving significant growth, including reaching $100 million in revenue. He highlights Replit's mission to make programming more accessible, emphasizing the role of AI in democratizing software development and enabling non-developers to build applications. Masad also addresses the competitive hiring landscape in the tech industry, noting Replit's unique approach to team culture and its focus on long-term commitment from employees. (03:33:56) - Angus Muffatti, an Australian aerospace engineer and co-founder of Agtuary, is dedicated to revolutionizing agricultural land use and risk analytics by integrating AI, remote sensing, and climate data. In the conversation, he discusses his passion for building robots over the past decade, highlighting his development of a small robot as a stepping stone toward larger welding robotics, and emphasizes the importance of high-quality kinematic solvers for improved AI-driven robotic systems. (03:42:05) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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

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

(07:13) - $45M Modern Hacienda in the Wild (18:11) - Timeline (33:42) - Intern Tests Cluely Live (01:22:29) - Steven Sinofsky, a former Microsoft executive, led the development of Windows 7 and 8 before joining Andreessen Horowitz as a board partner. In the conversation, he reflects on his career at Microsoft, discusses the impact of antitrust regulations on the company, and shares insights on the evolution of technology, including the rise of AI and its parallels to the internet boom of the 1990s. He also comments on Apple's recent developments, the challenges of recruiting AI talent, and the complexities of regulatory competition among global authorities. (01:59:48) - Anupam Singh, Vice President of AI and Growth Engineering at Roblox, discusses the company's use of artificial intelligence to enhance user experiences. He highlights the implementation of automated chat filters and real-time text translation to promote inclusivity and safety, as well as the development of coding assistants powered by generative AI to streamline content creation for developers. (02:30:24) - Miles Moen, CEO of Dash Fuel, a vertical SaaS company specializing in downstream oil and gas logistics, discusses the company's role in optimizing fuel delivery from producers to end consumers like gas stations and airports. He highlights the industry's reliance on outdated, paper-based systems and explains how Dash Fuel aims to modernize these processes by eliminating duplicate data entry and enhancing profit margins through dynamic optimization of fuel sourcing. Moen also addresses the impact of recent Middle East conflicts on fuel price volatility, noting significant overnight price jumps and the industry's cautious approach to potential supply disruptions. (02:42:26) - Alexander Sen, founder and CEO of Meridian, a next-generation CRM platform for private equity firms, discusses his transition from nearly a decade in private equity at firms like Blackstone, Thoma Bravo, and CVC . He highlights the inefficiencies of outdated CRMs in the industry and explains how Meridian integrates AI to streamline deal sourcing and decision-making processes. (02:53:04) - Bryan Kim, a partner at Andreessen Horowitz specializing in consumer and AI investments, discusses the firm's recent $15 million investment in Clulee, highlighting the company's strong distribution capabilities, innovative product that enhances user interactions through quick information access, and effective conversion of attention into revenue. (03:03:54) - Roy Lee, founder of Cluli, discusses the company's recent $15 million fundraising, emphasizing plans to invest heavily in brain-computer interface development and expand their content creation capabilities. He highlights the importance of viral marketing and the potential of desktop assistants, expressing a vision to revolutionize technology and compete with industry leaders. Lee also shares his ambition to significantly impact the world through innovative products and widespread recognition. (03:20:13) - Dave Fontenot, founder of HF0, a 12-week residency program for repeat founders, shares his journey from creating the world's largest student hackathon, MHacks, to establishing HF0, which combines elements of a monastery and a hackathon to foster deep focus and productivity. He discusses the program's evolution, including its inception in New York, relocation to Taiwan during the COVID-19 pandemic, and eventual establishment in San Francisco, highlighting the program's success in helping founders achieve significant milestones, such as reaching $3 million in annual recurring revenue by demo day. Fontenot emphasizes the importance of subtracting distractions to allow founders to concentrate on building their life's work, underscoring HF0's commitment to providing a supportive, distraction-free environment for technical founders. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(04:10) - Meta Eyes Nat Friedman & Daniel Gross for AI Push (37:47) - Lakers Sold to Mark Walter (43:39) - Surge Hits $1B+ in Capital Without Outside Revenue (56:20) - Mike Knoop, co-founder of Zapier and CEO of Ndea, discusses the evolving landscape of AI reasoning models, highlighting the trade-offs between accuracy and efficiency among leading systems like OpenAI's o3 and DeepSeek's R1. He emphasizes the importance of considering both cost and performance when evaluating AI models, noting that no single model currently dominates across all metrics. Knoop also underscores the need for innovative approaches, such as program synthesis, to advance toward artificial general intelligence. (01:20:23) - David Cahn, a Partner at Sequoia Capital, previously served as General Partner and COO of Venture at Coatue Management, where he led investments in companies like Hugging Face and Runway. In the transcript, he discusses the substantial investments in AI talent by major tech companies, emphasizing the human dynamics and strategic decisions driving these developments. He also explores the competitive landscape, the significance of data centers, and the economic implications of AI advancements. (01:37:55) - Walden Yan, Chief Product Officer and co-founder, discusses the integration of AI models in product development, emphasizing the importance of balancing model intelligence with user experience. He highlights the challenges of managing trade-offs between model responsiveness and accuracy, advocating for systems that abstract model complexity to enhance usability. Yan also addresses the evolving role of AI in software engineering, noting the potential for AI to autonomously perform tasks like coding and debugging, thereby transforming traditional workflows. (01:57:41) - Eoghan McCabe, co-founder and CEO of Intercom, discusses revitalizing his 15-year-old SaaS business by returning to core fundamentals like customer-centric pricing and simplifying the sales process, leading to a tenfold increase in growth over eight quarters. He emphasizes the importance of maintaining high energy and passion from leadership to prevent stagnation, noting that AI innovations have reinvigorated both him and the company. McCabe also highlights the challenges of scaling a company, stressing the need for agility and the willingness to embrace chaos by empowering young, dynamic individuals in leadership roles. (02:16:00) - Jeff Weinstein, a product lead at Stripe, discusses the company's initiatives to integrate AI into commerce, emphasizing the development of agentic commerce where AI agents facilitate seamless transactions. He highlights collaborations with companies like Perplexity and IP Camp to enhance e-commerce experiences and mentions the introduction of Stripe's order intents API, enabling agents to execute purchases on behalf of users. Weinstein also addresses the evolving role of payment methods, including stablecoins, in agentic commerce and underscores the importance of permissioned, secure transactions in this new landscape. (02:32:00) - Garrett Lord, co-founder and CEO of Handshake, discusses the company's evolution from addressing his personal challenges in securing internships at Michigan Tech to becoming the leading early-career network in the U.S., connecting 18 million students and young professionals with a million employers. He highlights Handshake's role in supplying experts to frontier AI labs, emphasizing the demand for specialized data from PhDs and master's students to enhance AI models. Lord also outlines plans to leverage AI in automating recruiting processes and envisions a future where participants can showcase their skills through contributions to AI development, thereby enhancing their professional profiles. (02:44:44) - Tanay Tandon, CEO of Commure, discusses the merger of Athelas and Commure, highlighting their combined efforts to transform healthcare through AI-powered solutions. He emphasizes the importance of automating administrative tasks to improve efficiency and patient care, and outlines the company's strategy to expand its product offerings and customer base. Tandon also shares his vision for the future of healthcare, aiming to eliminate inefficiencies and enhance the overall patient experience. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:20) - Timeline (27:07) - History of Warner Bros Discovery (01:14:16) - David Senra, host of the "Founders" podcast, is renowned for his in-depth explorations of entrepreneurial biographies, offering insights into the lives and strategies of history's greatest business leaders. In this conversation, he delves into the career of music industry titan Jimmy Iovine, highlighting Iovine's relentless drive, exceptional talent recognition, and innovative marketing strategies that propelled artists like Dr. Dre and Eminem to global fame. Senra emphasizes Iovine's unwavering commitment to excellence and his ability to harness controversy as a tool for business success. (01:47:46) - Katie Haun, founder and CEO of Haun Ventures and former federal prosecutor, discusses the recent bipartisan passage of the GENIUS Act in the U.S. Senate, which establishes a regulatory framework for stablecoins. She emphasizes the importance of also advancing the market structure bill to provide comprehensive regulatory clarity for the crypto industry, highlighting the need to address questions surrounding securities and commodities classifications. Haun advocates for pursuing both legislative measures simultaneously to foster innovation and protect consumers in the evolving digital asset landscape. (02:06:49) - Justine Moore, an Investment Partner at Andreessen Horowitz, focuses on AI companies within the consumer sector. In the conversation, she discusses the rapid advancements in AI video models, highlighting the emergence of foundation model companies like VO3 and Cling, as well as multimodal apps such as Crea and Flora, which enable creators to generate videos using various AI models. She also explores the integration of speech and talking avatars in AI-generated videos, noting the development of tools that create talking avatars from images and those that apply lip-syncing to existing videos. (02:31:39) - Anish Agarwal, co-founder and CEO of Traversal, discusses the development of an AI-powered site reliability engineer to automate troubleshooting in complex software systems. He highlights the limitations of current observability tools, which require manual analysis, and emphasizes the need for AI agents to manage increasing system complexities. Agarwal also notes the challenges in hiring skilled site reliability engineers and the potential of AI to alleviate this shortage. (02:39:52) - John Lee, CEO of Safire Technology Group, discusses his background in defense contracting and his company's focus on accelerating electrification within the defense sector. He highlights challenges in military electrification, such as supply chain shortages and the need for advanced, interoperable battery systems, and introduces Safire's development of a tactical electric dirt bike designed for military use. Lee also emphasizes the importance of integrating safety into battery design, referencing Safire's patented SAFIRE technology, a shear thickening electrolyte that prevents fires upon impact, enhancing battery safety and performance. (02:59:39) - Connor Zwick, co-founder of Speak Language Learning Program, discusses the company's mission to create an AI-powered language tutor that offers personalized, on-demand instruction. He shares their strategic focus on the South Korean market, noting the country's significant investment in English education and the prevalence of English learning academies. Zwick also addresses the potential impact of real-time AI translation technologies, expressing confidence that the desire for genuine human connection and the aspiration to learn languages will continue to drive demand for language learning solutions. (02:59:39) - Trey Holterman, CEO and co-founder of Tennr, a New York-based company specializing in automating healthcare document processing, discusses how Tennr addresses the inefficiencies in patient referrals caused by reliance on e-fax documentation. He explains that over 90% of patient visits originate via e-fax, leading to delays and lost revenue due to incomplete documentation. By automating the processing of these documents, Tennr ensures timely patient contact and complete records, thereby improving patient care and provider revenue. (03:09:26) - James Cadwallader, co-founder and CEO of Profound, discusses the company's recent $3.5 million seed funding led by Kleiner Perkins, with participation from Khosla Ventures, Nvidia Ventures, and others. He highlights the shift from traditional search to AI-driven platforms like ChatGPT, emphasizing the need for brands to manage their visibility in AI-generated responses. Cadwallader also notes that Profound's platform has attracted clients such as MongoDB, Indeed, and DocuSign, underscoring its growing influence in the evolving digital marketing landscape. (03:17:38) - Ayush Sharma, founder and CEO of Warp, a modern payroll and compliance platform for startups, discusses how Warp automates payroll processes, including tax compliance and employee benefits, to alleviate administrative burdens for founders. He highlights the company's recent $18 million Series A funding led by Sound Ventures, with participation from notable investors like Drew Houston and Kyle Vogt. Sharma emphasizes the importance of building exceptional products in large markets, noting that even in crowded sectors, delivering superior user experiences can drive significant demand. (03:28:04) - Jordan Black is the CEO of Senra Systems, a company specializing in designing and manufacturing complex wire harnesses for industries like aerospace and defense. In the conversation, he explains that wire harnesses are essential components connecting electrical systems in vehicles and machinery, yet their design and production have remained largely manual and unchanged since the Cold War. To modernize this process, Senra Systems is developing a software tool called Amp to standardize wire harness design and implementing automation to streamline manufacturing, aiming to improve quality and efficiency in the industry. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(00:30) - Timeline (14:02) - Eric Glyman is the co-founder and CEO of Ramp, a financial technology company offering corporate charge cards and expense management solutions. In the conversation, he discusses Ramp's rapid growth, highlighting that the company has reached a $16 billion valuation and serves over 40,000 businesses. Glyman emphasizes the integration of AI into Ramp's products to automate tasks like expense reporting and bill payments, aiming to save businesses time and money. (29:42) - Timeline (58:31) - George Hotz, also known as "geohot," is an American software engineer and hacker renowned for unlocking the iPhone and reverse-engineering the PlayStation 3. In the conversation, Hotz critiques the use of buzzwords like AGI, emphasizing the need for concrete discussions, and expresses skepticism about the practicality of humanoid robots, advocating instead for simpler, task-specific robotic solutions. He also highlights the challenges in achieving fully autonomous vehicles, noting the current reliance on human intervention in systems like Waymo. (01:33:44) - Joseph Torigian, an associate professor at American University's School of International Service and a research fellow at Stanford's Hoover Institution, specializes in the politics of authoritarian regimes, focusing on elite power struggles and civil-military relations in China and Russia. In his discussion, he explores the life of Xi Zhongxun, father of Xi Jinping, highlighting his unwavering devotion to the Chinese Communist Party despite personal persecutions, and examines the Party's strategies in managing ethnic minorities and its approach to corruption as a means of maintaining control. (02:00:52) - Paul Klein, co-founder of Browserbase, discusses the company's recent preemptive funding round led by Glenn Solomon from Notable Capital, with participation from CRV and Kleiner Perkins, highlighting the strong board composition. He introduces "Director AI," a tool enabling developers to automate web tasks by generating repeatable scripts for actions like form submissions and data retrieval. Klein also addresses the future of AI-driven web interactions, emphasizing the importance of on-device automation for consumer applications and the role of Browserbase in facilitating B2B use cases through browser-based solutions. (02:14:35) - Alex Kantrowitz is an independent journalist and founder of Big Technology, a newsletter and podcast focusing on major tech companies. In the conversation, he discusses the evolving roles of journalists and analysts in the tech industry, emphasizing the blurring lines between reporting, analysis, and opinion. He also shares insights on Apple's recent developments in AI, highlighting the challenges of integrating AI into products while maintaining high quality standards. (02:44:13) - Saquon Barkley, a standout running back for the Philadelphia Eagles, emphasizes the importance of surrounding himself with trustworthy individuals to navigate investment opportunities, acknowledging the challenges athletes face with numerous proposals and limited financial education. He credits his manager's discernment in declining most offers, except those from trusted contacts like Zach Franklin, highlighting the value of building relationships with knowledgeable and successful people to make informed decisions. (03:00:54) - Ryan Daniels, co-founder of Crosby, discusses his journey from addressing contract inefficiencies to establishing a tech-enabled law firm that integrates AI to expedite contract reviews. He highlights the firm's focus on automating routine legal tasks while maintaining human oversight for complex matters, aiming to enhance efficiency and reduce costs for fast-growing businesses. Daniels also envisions a future where AI agents negotiate contracts on behalf of clients, significantly accelerating the negotiation process. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(04:18) - Timeline Reactions (27:43) - John Jumper, an American computational biologist and senior staff research scientist at DeepMind, is renowned for leading the development of AlphaFold, an AI system that predicts protein structures from amino acid sequences. In the conversation, he discusses how AlphaFold has revolutionized the field by transforming a process that traditionally took years and significant resources into one that can be completed in minutes, thereby accelerating scientific research and applications in drug development and understanding biological processes. He also highlights the challenges faced during AlphaFold's development, including initial misconceptions about the problem's nature and the necessity of adopting a data-driven, supervised learning approach to achieve success. (01:00:07) - Christian Garrett, a partner at 137 Ventures, discussed the challenges facing $1 to $10 billion horizontal software companies, noting their vulnerability to commoditization and the impact of AI on growth. He emphasized the importance of sustainable competitive advantages and multi-product strategies for long-term success. Garrett also highlighted the trend of high-growth private companies remaining private longer, creating a new category of semi-liquid assets with significant implications for venture capital and liquidity dynamics. (01:34:06) - Aaron Frank, a Venture Partner at Lightspeed Venture Partners, co-founded Final, Inc., a credit card company acquired by Goldman Sachs in 2018, which became the foundation for the Apple Card. In the conversation, he discusses the evolution of fintech, highlighting the challenges of building financial products, the impact of stablecoins on the financial system, and the role of AI in enhancing fintech services. (02:02:50) - Joseph Cass, Senior Director of Market Outreach for EMEA at S&P Global Ratings, discusses his role in engaging with major buy-side investors and how he initiated the "Leaders" podcast to facilitate conversations with senior figures in finance. He shares experiences from interviews with notable financiers like Ken Griffin and Ray Dalio, highlighting their insights and personal stories. Additionally, Cass touches on the evolving focus of investors from ESG considerations to broader sustainability topics. (02:19:29) - Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:47) - Joshua Steinman, founder of Galvanick, discusses the recent Israeli airstrikes on Iran's nuclear and military facilities, highlighting the precision of modern targeting technologies and the deployment of next-generation asymmetric capabilities. He notes the significant impact on Iran's military leadership and infrastructure, emphasizing the strategic implications of such operations. Steinman also reflects on the historical context of Iran-Israel relations, tracing the shift from pre-1979 alliances to the current adversarial stance, and underscores the potential for further escalation given Iran's history of targeting U.S. interests and the presence of Iranian assets capable of asymmetric attacks. (55:51) - Bernt Bornich, CEO of 1X Technologies, discusses his lifelong passion for robotics, leading to the development of NEO, a humanoid robot designed to safely and affordably assist with everyday tasks in home environments. He emphasizes the importance of deploying robots in diverse, real-world settings to gather the necessary data for creating truly intelligent machines, highlighting that the variability of home environments provides the rich data needed for advanced AI learning. Bornich also addresses the challenges of scaling humanoid robot production, noting that while 1X has vertically integrated its manufacturing to maintain flexibility, sourcing materials like copper and aluminum in the U.S. presents logistical and cost challenges compared to China. (01:12:19) - John Doyle, founder and CEO of Cape, a privacy-first mobile network, discusses the critical vulnerabilities in global cellular networks, emphasizing their complete lack of security and the ease with which malicious actors can exploit them. He highlights the strategic decisions by China to infiltrate global telecom infrastructure through subsidized Huawei equipment, contrasting it with U.S. carriers' outsourcing practices that have led to significant security gaps. Doyle explains that Cape addresses these issues by owning all the software that runs the network, allowing for enhanced security without the need to build physical infrastructure. (01:25:54) - Emily Sundberg is a New York-based writer and director, best known for her daily business and internet culture newsletter, "Feed Me." In the conversation, she discusses her experience at Apple's WWDC, noting the enthusiasm of developers for the announced updates, and highlights the evolving fashion trends among attendees. She also shares insights into the competitive landscape of Substack, emphasizing the importance of quality content and active reader engagement for success. (01:47:01) - Lennart Heim, a researcher at the Centre for the Governance of AI, focuses on the role of computational resources in AI development and governance. He discusses the impact of China's DeepSeek model on the AI landscape, highlighting its open-source nature and cost-effectiveness, which have raised concerns about potential biases and security risks in widely accessible models. Heim also emphasizes the importance of compute governance in AI regulation, suggesting that controlling access to advanced computational resources could serve as a mechanism to enforce safety standards and prevent misuse of powerful AI systems. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(41:42) - Delian Asparouhov, a Bulgarian entrepreneur and investor, is a partner at Founders Fund and co-founder of Varda Space Industries, focusing on in-space manufacturing. In the conversation, he discusses the critical role of effective pilot communication in preventing aviation accidents, highlighting that miscommunication has been a significant factor in crashes over the past decades. He emphasizes the need for practical training scenarios that encourage co-pilots to assertively address safety concerns, advocating for role-playing exercises to improve cockpit communication and enhance overall flight safety. (59:30) - Saif Khawaja, founder and CEO of Shinkei Systems, discusses his journey from a solo founder to leading a company that recently secured a $22 million Series A funding round co-led by Founders Fund and Lagos Capital. He explains how Shinkei's robotic system, Poseidon, utilizes machine learning and traditional Japanese fish harvesting techniques to enhance fish quality and sustainability, offering fishermen the machines for free and purchasing the processed fish at a premium. Khawaja also highlights the company's rapid growth, including expanding distribution to major U.S. cities and supplying over 40 Michelin-starred restaurants. (01:14:39) - Henri Stern, co-founder of Privy, discusses the company's mission to simplify user onboarding and wallet management in Web3 applications by providing developers with tools for seamless integration. He highlights Privy's role in enabling diverse platforms—from neobanks to trading platforms—to offer embedded wallets, enhancing user experience and accessibility. Stern also emphasizes the growing interest from major fintech companies in integrating stablecoins and crypto functionalities, underscoring the accelerating convergence of traditional finance and cryptocurrency. (01:28:32) - Chris Paik, a venture capitalist and author of "The End of Software," discusses how advancements in large language models (LLMs) are dramatically reducing the cost of software development by automating code generation, thereby challenging traditional software business models. He draws parallels to the media industry's transformation, where user-generated content platforms disrupted established media companies, suggesting that software companies may face similar upheavals as AI democratizes software creation. Paik emphasizes that creativity and agency will become the scarce resources in this new landscape, as execution becomes commoditized. (01:57:48) - Joseph Cohen, co-founder and CEO of Infinite Machine, discusses the launch of their second product, Alto, a Class 2 electric bike designed from the ground up to reach 25 mph in bike lanes, featuring convertible pedals, seating for two, and internet connectivity. He emphasizes the importance of adhering to legal definitions of bicycles to avoid the complexities associated with motor vehicle regulations, highlighting that Alto's design ensures it doesn't require registration, insurance, or a license plate. Cohen also outlines the company's direct-to-consumer strategy, including opening a 13,000-square-foot retail space in New York City, and expresses a vision for a post-car future with smaller, smarter urban vehicles. (02:14:08) - Zachary Perret, co-founder and CEO of Plaid, a leading financial technology company, discusses the launch of "Protect," an advanced anti-fraud product unveiled at Plaid's annual customer conference. "Protect" analyzes data across the Plaid network to identify and prevent fraudulent activities, addressing the evolving challenges in financial fraud, which is increasing by approximately 25% annually. Perret emphasizes the importance of combining cutting-edge tools with consumer education to effectively combat fraud in the financial sector. (02:36:07) - Shirin Ghaffary is an AI reporter at Bloomberg News, covering the global impact and inner workings of major tech companies. In the conversation, she discusses Anthropic's strategic approach to balancing its commitment to AI safety with business growth, highlighting the company's deliberate partnerships with multiple hyperscalers and its proactive measures to address potential risks in AI development. (02:53:47) - Cameron McCord, co-founder and CEO of Nominal, a company specializing in validating mission-critical systems, discusses the recent $75 million Series B funding led by Sequoia, with Alfred Lin joining Nominal's board, and additional investments from Lightspeed Venture Partners, General Catalyst, Lux, and Founders Fund. He outlines plans to use the funding to expand into larger enterprises, enhance product development, and grow internationally, emphasizing the importance of increasing test cadence and throughput to accelerate development timelines for customers. McCord also highlights the flexibility of Nominal's products, including a cloud-based core product and a desktop application built on Unreal Engine, designed to meet diverse customer needs in both connected and air-gapped environments. (03:07:23) - Anil Varanasi, CEO of Meter, a networking company, discusses their recent $170 million funding round aimed at enhancing hardware and scaling operations. He highlights the company's unique approach of offering networking infrastructure as a service, eliminating capital expenditures for customers and integrating hardware, software, and deployment. Varanasi also emphasizes the diverse customer base, including tech firms, manufacturing facilities, and educational institutions, underscoring the critical role of networking across various sectors. (03:21:49) - Shreyas Iyer, co-founder of Anti Metal, discusses the company's recent $20 million funding round led by Sound Ventures, with participation from notable investors like Buckley Naval and Arash Ferdowsi. He explains Anti Metal's mission to simplify infrastructure management by automating deployment and maintenance processes, addressing the bottleneck that has shifted from coding to operations. Iyer also highlights the challenges companies face with AI integration, such as monitoring and evaluating nascent AI tools, and emphasizes the importance of understanding organizational practices to tailor solutions effectively. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

Today's show was recorded live on location at Y Combinator Demo Day and is made up of short interviews with a variety of batch founders and investors in attendance. Back to regular programming tomorrow!TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:45) - Garry Tan, CEO of Y Combinator (16:34) - Kaizen (22:17) - StarSling (28:28) - Jazzberry (35:07) - Cotool (41:29) - Clado (48:50) - Outset (01:00:11) - Operative (01:10:02) - Matteo Franceschetti, Founder & CEO of Eight Sleep (01:17:52) - throxy (01:24:56) - Morphik (01:30:41) - Clidey (01:34:29) - Cua (01:43:26) - Delian Asparouhov, Co-Founder of Varda (01:53:37) - Dave Munichiello, Managing Partner at GV (02:07:41) - Andrew Lee, Partner at a16z (02:20:13) - Chonkie (02:24:30) - Godela (02:29:55) - Den (02:35:57) - Eloquent AI (02:40:18) - YouLearn (02:46:49) - Blaxel (02:50:55) - Waffle (02:55:21) - VibeGrade (03:01:54) - Avallon AI (03:04:07) - text.ai (03:10:25) - ValueMate (03:14:04) - Bloom (03:19:26) - MorphoAI (03:24:06) - Prism AI (03:26:36) - Clarm (03:28:30) - Cactus (03:30:27) - Lumari (03:32:15) - Third Chair (03:34:19) - QFEX (03:36:01) - Minerva (03:37:26) - Sim Studio

(02:52) - WWDC Recap (15:17) - Apple's Retreat to its Core Competency (22:45) - Apple's iOS 26 Draws Mixed Reviews (52:58) - Meta to Pay Nearly $15B For Scale AI Stake (01:00:17) - Sai Senthilkumar, a Partner at Redpoint Ventures, focuses on growth-stage investments in enterprise software and AI, and leads the firm's InfraRed initiative, which introduced the first publicly traded index of cloud infrastructure businesses. In the conversation, he discusses the rapid advancements in AI, particularly in developer tools, highlighting companies like Cursor and Anthropic that are transforming software development through AI-powered coding solutions. He also addresses the evolving competitive dynamics between established infrastructure providers and emerging startups, emphasizing the significant opportunities for innovation in the AI-driven infrastructure market. (01:36:58) - CNBC's Disrupter 50 List Reactions (01:44:55) - Karri Saarinen, co-founder and CEO of Linear, a project management software company, discusses the company's recent $82 million Series C funding round led by Accel, valuing Linear at $1.25 billion. He highlights the company's efficient growth, noting a 280% profit increase over the past year and a customer base exceeding 15,000, including prominent AI firms like OpenAI. Saarinen emphasizes Linear's focus on streamlined solutions tailored to software development workflows, contrasting with competitors' more customizable but often overwhelming platforms. (02:01:27) - Scott Belsky, an entrepreneur and author, co-founded Behance, a leading online platform for creative professionals, and served as Adobe's Chief Product Officer and Chief Strategy Officer. In the conversation, Belsky discusses the evolving role of AI in creativity, emphasizing the importance of human elements like taste and storytelling to infuse soul into AI-generated content. He also explores the concept of collective memory within enterprises, highlighting how AI's growing contextual understanding can enhance collaboration and knowledge retention. (02:32:49) - Roy Bahat, head of Bloomberg Beta, discusses the firm's recent $75 million fundraise, emphasizing their continued focus on early-stage investments in startups that are shaping the future of work. He highlights the firm's commitment to transparency, noting that their operating manual and deal documents are publicly accessible to help founders understand their processes. Bahat also touches on the firm's relationship with Bloomberg L.P., clarifying that while Bloomberg is the sole investor, Bloomberg Beta operates independently without strategic investment directives. (02:47:24) - Alex Israel, co-founder and CEO of Metropolis Technologies, discusses the company's innovative approach to revolutionizing the parking industry through artificial intelligence and strategic acquisitions. Facing initial resistance from property developers, Metropolis shifted its strategy to a "growth buyout" model, acquiring traditional parking operators to integrate AI-driven, seamless payment systems. This approach has positioned Metropolis as the largest parking operator in North America, with plans to expand its technology to other sectors like gas stations and retail, while also preparing for the future impact of autonomous vehicles on urban infrastructure. (02:59:24) - Andrew Huberman is a neuroscientist and Stanford professor known for his work on brain function, behavior, and wellness, and he hosts the Huberman Lab podcast, where he translates scientific insights into practical health advice. Huberman addresses concerns about proposed NIH funding cuts of 40%, emphasizing the critical role of both basic and applied research, and discusses strategies for rebuilding public trust in science after the COVID-19 pandemic. He advocates restructuring research funding to prioritize impactful, collaborative, and discovery-driven science, highlighting how significant breakthroughs such as GLP-1 treatments and brain-machine interfaces arise from fundamental research. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:46) - Intern iPhone Assembly (04:46) - Timeline (14:05) - Apple Under Pressure for AI Progress (25:47) - Meta in Talks to Scale AI Investments (32:58) - Timeline (43:24) - Casey Handmer, a physicist and engineer with a PhD from Caltech, has worked at NASA's Jet Propulsion Laboratory and Hyperloop Technologies, and is the founder of Terraform Industries. He discusses the urgency of establishing a U.S. presence on the Moon to counter China's accelerated lunar ambitions, emphasizing the Moon's symbolic significance for freedom and the potential geopolitical risks if China establishes dominance there. Handmer also critiques NASA's bureaucratic challenges, advocates for reforms to expedite lunar exploration, and highlights the need for energy sovereignty through domestic solar panel production to maintain technological and economic leadership. (01:02:16) - Patrick McGee, a seasoned business journalist and former Financial Times correspondent, authored "Apple in China," a comprehensive examination of Apple's deep entanglement with China's manufacturing sector. In the conversation, McGee delves into how Apple's strategic investments and collaborations with Chinese manufacturers have not only propelled the company's growth but also significantly bolstered China's technological capabilities, leading to the rise of formidable competitors like Huawei. He highlights the challenges Apple faces in diversifying its supply chain, emphasizing the complexities of replicating China's unique manufacturing ecosystem elsewhere, and discusses the potential risks associated with Apple's heavy reliance on Chinese production amid escalating geopolitical tensions. (01:34:57) - Aaron Slodov, CEO and co-founder of Atomic Industries, is leading efforts to modernize U.S. manufacturing through AI-driven processes. He discusses the success of the inaugural Reindustrialize Summit, which convened diverse stakeholders to revitalize the industrial base, and highlights the formation of the New American Industrial Alliance to advocate for advanced manufacturing policies. Slodov emphasizes the need for a cultural shift and technological innovation to reshore manufacturing, aiming to make American industry globally competitive. (01:44:57) - Gaurab Chakrabarti, co-founder and CEO of Solugen, holds an MD and PhD in Cancer Biology and Enzymology from the University of Texas. In the conversation, he discusses Solugen's mission to decentralize chemical production by developing small-scale, modular plants that produce hydrogen peroxide and other chemicals closer to end-users, reducing transportation risks and costs. He also highlights the company's innovative approach to sustainable chemical manufacturing, aiming to reduce reliance on fossil fuels and minimize environmental impact. (01:59:12) - Sean Liu, a Partner at Founders Fund, previously served as CFO of Solugen, where he led finance, strategy, and operations, supporting the company's scale-up from pilot to its first commercial facility. In the conversation, he discusses his transition from Solugen to Founders Fund, emphasizing the importance of understanding technical risks and the necessity of a commercial mindset in hard tech investments. He also highlights the challenges of scaling hard tech companies, including managing capital intensity and navigating supply chain bottlenecks (02:20:59) - Garth Sheldon-Coulson, co-founder and CEO of Panthalassa, discusses the development of self-propelled ocean-based systems designed to harness renewable energy for computing and synthetic fuel production. He highlights the scalability and sustainability of these platforms, emphasizing their potential to rapidly expand energy capacity beyond traditional terrestrial infrastructure. Sheldon-Coulson also details the manufacturing process, noting the simplicity and efficiency of producing these steel-shell systems, which can be mass-produced to meet the growing energy demands of AI and other applications (02:39:57) - Lukas Czinger, co-founder and president of Czinger Vehicles and Divergent Technologies, discusses the development of a fully autonomous, 3D-printed structure, highlighting Divergent's integration of airframes to enhance speed, efficiency, and cost-effectiveness. He elaborates on Divergent's Adaptive Production System (DAPS), which combines AI-driven design, additive manufacturing, and robotic assembly to produce complex structures for industries like automotive, aerospace, and defense, serving clients such as Ferrari, McLaren, Bugatti, Lockheed Martin, and Raytheon. Czinger emphasizes the system's ability to rapidly design and manufacture product-agnostic structures, enabling flexible, high-volume production without hardware changes, and notes that advancements in additive manufacturing have made it more cost-effective than traditional methods, allowing for the production of thousands of units annually. (02:53:39) - Christian Keil, Vice President of External Relations at Astranis, a company specializing in low-cost satellites for high orbits, discusses the company's recent achievements, including the launch of four satellites and the development of five more in their factory. He highlights new government contracts, notably a resilient GPS mission aimed at enhancing the robustness of GPS systems against potential threats. Additionally, Keil shares insights into Astranis's innovative approach to showcasing their manufacturing processes through authentic, in-house produced content, moving away from traditional promotional materials. (03:03:44) - Vlad Matsiiako, co-founder and CEO of Infisical, an open-source secrets management platform, discusses the company's journey from launching as an open-source project on Reddit to securing a $60 million Series A funding round. He highlights the critical role of secrets management in preventing security breaches, noting that over 50% of such incidents stem from mishandled credentials. Matsiiako also emphasizes the importance of integrating with various infrastructure tools and the balance between offering free developer features under the MIT license and monetizing enterprise functionalities. (03:16:24) - Intern iPhone Assembly (03:19:40) - Timeline (03:38:23) - Alex Heath, reporting live from the Steve Jobs Theater during WWDC, discusses the absence of a new Siri announcement, suggesting that this indicates no significant Siri updates for at least a year. He notes that Apple's stock declined as the event began, reflecting investor disappointment over unmet AI expectations. He also highlights concerns about Apple's AI strategy, particularly in China, where regulatory issues have blocked the rollout of Apple Intelligence, potentially impacting Apple's position in that market. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(00:00) - Intro and Overview (02:57) - Ukraine’s drone attack on Russia (03:21) - Soren Monroe-Anderson (Neros) (09:02) - Connor Love (Lightspeed Ventures) (13:45) - Erik Prince (Off Leash) (15:20) - Elon Musk Vs. Donald Trump (21:44) - Delian Asparouhov (Varda) (32:48) - Cluely Update from dropout Roy Lee (46:52) - Kian Sadeghi (Nucleus) (01:00:12) - AI Day on TBPN (01:00:14) - Mark Chen (OpenAI) (01:28:49) - Sholto Douglas (Anthropic) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(05:24) - Elon-Trump Crashout Recap (27:59) - Timeline (43:34) - Patrick Blumenthal. Patrick discusses his experiences at New York City Tech Week, highlighting the diverse range of industry events and sponsorships. He provides insights into Ukraine's recent military operations, emphasizing the strategic impact of targeting Russian airfields to degrade their nuclear triad and the challenges posed by Russia's porous borders. Blumenthal also shares his perspective on the evolving landscape of drone warfare, noting the rapid advancements and the complexities involved in counter-drone technologies. (01:00:05) - Jeremy Allaire, CEO and founder of Circle, has a background in building internet software platforms and infrastructure. He discusses his journey from founding Circle in 2013 with the vision of creating a protocol for digital dollars on the internet, to the company's recent successful IPO, which he views as a significant milestone for mainstream adoption of digital currency. Allaire emphasizes the importance of trust, transparency, and compliance in Circle's operations, highlighting the company's role as a market-neutral infrastructure platform that enables other institutions to build upon its technology. (01:20:35) - Anastasios Angelopoulos, a Ph.D. candidate at UC Berkeley, discusses Lumarina, an open platform for evaluating AI models through human preferences. Users can input prompts to compare responses from leading LLMs like Google's Gemini, OpenAI's ChatGPT, and Anthropic's Claude, voting on preferred outputs to generate leaderboards across various tasks. Angelopoulos highlights Lumarina's recent $100 million funding round, emphasizing its role in guiding AI development by capturing diverse human opinions. (01:32:49) - Dylan Patel, Chief Analyst at SemiAnalysis, is known for his sharp analysis of AI chips, compute infrastructure, and global supply chains. He explores the technical and political forces shaping AI—from OpenAI’s scaling bottlenecks and China’s industrial edge to the risks of centralization and the potential of decentralized, open-source alternatives. (02:32:23) - Dana Settle, co-founder and managing partner at Greycroft, discusses her extensive experience in venture capital since 1998, highlighting early investments in networking equipment and semiconductors. She emphasizes Greycroft's focus on AI infrastructure and applications, as well as their sustainability fund in partnership with companies like Coca-Cola, addressing the intersection of AI and energy consumption. Settle also shares insights into the evolving IPO landscape, citing the recent public offering of Mountain, a company Greycroft invested in back in 2011, and discusses the impact of celebrity partnerships, such as Ryan Reynolds' involvement with Mountain, on business growth. (02:48:28) - Kat Cole, CEO of AG1, has a rich background in the consumer industry, having previously served as President and COO at Focus Brands, overseeing brands like Cinnabon and Jamba. In the conversation, she discusses her journey from starting as a hostess at Hooters to leading global brands, emphasizing the importance of customer experience and operational excellence. Cole also highlights AG1's strategic growth, including expanding manufacturing to the U.S., investing in clinical trials, and entering retail partnerships like Costco, while maintaining a focus on product quality and customer trust. (03:15:33) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the recent reversal of the 1973 ban on supersonic flight over land, highlighting that technological advancements now allow for supersonic travel without disruptive sonic booms reaching the ground. He explains that Boom's XB-1 demonstrator achieved supersonic flight without generating audible booms, paving the way for their Overture airliner to operate over land. Scholl also shares plans to build the first full-scale pre-production prototype of Overture next year, aiming to revolutionize air travel with faster, more efficient flights. (03:29:45) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:28:34) - Skip to Elon Musk vs. Donald Trump Reactions (17:15) - Shaun Maguire. Shaun is a partner at Sequoia Capital and discusses the resilience and innovation at X and XAI, highlighting the successful integration of Grok into X despite initial skepticism about the platform's stability. He compares the evolution of foundation models to operating systems, predicting a diverse ecosystem with both proprietary and open-source models, where open-source models may have broader deployment but less value capture. Maguire emphasizes the importance of early market capture and anticipates significant moats for foundation model companies due to hardware investments and application layer advantages. He also notes the rapid revenue scaling of companies like Starlink, surpassing previous benchmarks set by AWS, and underscores the necessity of a diversified energy strategy, advocating for increased natural gas, oil, solar, and nuclear energy to meet future demands. (31:55) - Jack Whitaker. Jack is an AI expert and entrepreneur with a PhD from Cambridge University, specializing in generative AI, large language models, and multimodal systems. In the conversation, he discusses the current landscape of AI development, highlighting OpenAI's dominance in both product distribution and research, and noting Anthropic's strong position among developers. He also touches on the challenges of model naming conventions, the role of data in AI advancements, and the varying strategies of companies like Google, X.ai, and Meta in the evolving AI ecosystem. (50:58) - Aarush Selvan. Aarush is a Product Manager at Google, leads the Gemini Deep Research project, which enables Gemini to act as a personal research assistant. In the conversation, he discusses the development of Deep Research, highlighting its ability to generate comprehensive reports by leveraging long context windows and reasoning models, and emphasizes the importance of balancing efficiency with the depth of information provided to users. (01:04:45) - Oliver Cameron. Oliver is the co-founder and CEO of Odyssey. He discusses his transition from leading self-driving car initiatives to pioneering AI-driven storytelling. He introduces Odyssey's latest innovation, "interactive video," an AI-generated medium that allows real-time interaction without traditional game engines, envisioning it as a new form of entertainment. Cameron highlights the potential of this technology to revolutionize content creation by enabling models to generate film and game-like experiences instantly, reducing production costs and time. (01:19:18) - Michael Mignano. Michael is a Partner at Lightspeed Venture Partners and co-founder of Anchor, and discusses the evolving dynamics between AI foundation labs and application layer startups, highlighting the shift from a symbiotic relationship to direct competition. He emphasizes the growing importance of unique data contexts, noting that models are increasingly seeking novel information, which prompts labs to compete directly with startups possessing such data. Mignano also suggests that this trend may drive startups back to established incumbents like Google and Amazon, as they might be perceived as more reliable partners in the AI ecosystem. (01:31:44) - Mark Chen. Mark is OpenAI's Chief Research Officer. He discusses the evolving landscape of AI research, emphasizing the shift from large-scale pre-training to enhanced reasoning capabilities. He highlights the importance of reinforcement learning (RL) in developing autonomous agents and the challenges of scaling RL effectively. Chen also addresses the significance of interpretability in AI systems, advocating for models that transparently convey their reasoning processes to ensure reliability and user trust. (02:00:59) - Sholto Douglas. Sholto is a researcher at Anthropic. He discusses the challenges and advancements in scaling reinforcement learning (RL) within artificial intelligence. He highlights the significant gains achieved by increasing compute resources in RL, noting that a tenfold increase still yields linear improvements. Douglas also addresses the complexities of reward hacking, emphasizing the need for careful guidance to align AI behaviors with human values. (02:28:34) - Breaking News: Elon Musk vs. Donald Trump (02:35:00) - Delian Asparouhov. Delian is the co-founder and president of Varda Space Industries and a partner at Founders Fund. He discusses the recent policy shifts in NASA's budget, particularly the reallocation of funds to the Space Launch System (SLS) program, which had been advocated for cancellation by figures like Jared Isaacman and Elon Musk. He highlights the immediate consequences of this decision, including SpaceX's announcement to decommission its Dragon spacecraft, leading to a lack of vehicles capable of servicing the International Space Station. Asparouhov also reflects on the unprecedented nature of the current dynamics between influential private sector leaders and the U.S. government, noting the escalating tensions and their potential impact on the future of space exploration. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(03:02) - Deel-Rippling Drama (09:58) - Microsoft Bets on Agents to Fuel AI Growth (30:43) - Snowflake Buying Crunchy Data for $250M (45:57) - Augustus Doricko. Augustus is the founder and CEO of Rainmaker, a California-based startup using drones and advanced modeling to modernize cloud seeding and address water scarcity in the American West. A former UC Berkeley physics student and Thiel Fellow, he previously co-founded Terra Seco, a company that automates groundwater compliance. Doricko integrates his Christian faith with a mission to "terraform" arid regions, aiming to revitalize agriculture and infrastructure through scalable weather modification. (01:00:46) - Brad Porter. Brad is the founder and CEO of Collaborative Robotics (Cobot), a startup building AI-powered collaborative robots designed to work safely and intuitively alongside humans in sectors like logistics, healthcare, and manufacturing. Before founding Cobot in 2022, Porter served as VP and Distinguished Engineer at Amazon Robotics, where he led the deployment of over 500,000 robots across global fulfillment centers. Cobot's first robot, Proxie, launched in late 2024 and is already in use by companies like Maersk, Mayo Clinic, and Moderna. (01:18:04) - Kian Sadeghi. Kian is the founder and CEO of Nucleus Genomics, a consumer health platform offering whole-genome sequencing and polygenic risk scores for over 800 conditions, aiming to make personalized medicine accessible to all. Motivated by a cousin's sudden death from a suspected genetic disorder, he left the University of Pennsylvania in 2020 to start Nucleus from his bedroom, later securing $32 million in funding from investors like Founders Fund and Seven Seven Six. In 2025, Nucleus launched a service analyzing embryos for disease and longevity risk, sparking ethical debates about the future of reproductive genetics. (01:32:03) - Kathleen McMahon. Kathleen is the Head of Life Sciences at Palantir Technologies, where she leads product strategy, customer operations, and business development for the pharmaceutical and biotech sectors. Under her leadership, Palantir's Foundry platform has been instrumental in supporting organizations such as the National Institutes of Health and the UK's National Health Service in areas including clinical research, vaccine distribution, and biomanufacturing. McMahon has also co-founded a stealth startup focused on AI and platform technologies. (01:48:06) - Chungin “Roy” Lee. Roy is the co-founder and CEO of Cluely, a San Francisco-based startup that offers an AI tool designed to assist users during tasks like job interviews, exams, and sales calls. Originally developed as "Interview Coder" while Lee was a student at Columbia University, the tool led to his suspension and eventual departure from the university. Despite the controversy, Cluely has raised $5.3 million in seed funding and reports over $3 million in annual recurring revenue. (02:09:59) - Shawn “swyx” Wang. Shawn is the founder of Smol.ai and editor of Latent Space, a newsletter and podcast exploring the rise of the AI engineer. After transitioning from a finance career, he led developer experience at AWS, Netlify, Temporal, and Airbyte, and authored The Coding Career Handbook to guide developers in career growth. Wang is known for his “Learn in Public” philosophy and for organizing the AI Engineer Summit, fostering a global community of applied AI practitioners. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:55) - Coatue's Public Market Update (46:23) - Wall Street Sounding the Alarm on U.S. Debt (57:57) - Nvidia's Business is Booming (01:18:25) - Nike Returns to Amazon (01:29:14) - Doug Philippone. Doug Philippone is the co-founder and General Partner of Snowpoint Ventures, a venture capital firm established in 2021 that invests in dual-use technologies for defense and government applications. He previously served as Head of Global Defense at Palantir Technologies from 2008 to 2024, where he expanded the company's defense business to support over 19 allied nations. A former U.S. Army Ranger, Philippone completed six deployments and was awarded multiple commendations, including three Bronze Stars with two for valor (02:02:26) - Divyansh Kaushik. Dr. Divyansh Kaushik is Vice President at Beacon Global Strategies, where he advises on AI, semiconductors, biotech, and data security to bolster U.S. national security and technological competitiveness. Previously, he served as Associate Director for Emerging Technologies and National Security at the Federation of American Scientists, contributing to AI R&D policy, tech standards, and STEM immigration reform. Kaushik holds a Ph.D. from Carnegie Mellon University, where his research on robust machine learning models earned him accolades from Amazon and the Siebel Foundation. (02:17:51) - Aaron Ginn. Aaron Ginn is the co-founder and CEO of Hydra Host, a platform that simplifies access to GPU infrastructure by enabling data centers to offer bare-metal compute on demand. Previously, he led growth product management at Everlane and StumbleUpon, and co-founded the Lincoln Network, a tech policy think tank. Ginn also serves on the board of the Foundation for American Innovation, focusing on the intersection of technology and national security.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(28:07) - Trends in Artificial Intelligence Deep Dive (01:00:14) - Soren Monroe. Soren is the co-founder and CEO of Neros Technologies, a U.S.-based defense startup producing advanced FPV drones with a fully American supply chain. A former world champion in drone racing, he co-founded Neros in 2023 to address the U.S. military's need for mass-manufacturable unmanned systems, securing a contract to deliver 6,000 Archer drones to Ukraine. Monroe-Anderson is also a Thiel Fellow and previously founded FPV Supply Co., specializing in high-performance drone components. (01:32:12) - Connor Love. Connor is a Partner at Lightspeed Venture Partners, focusing on frontier technologies in defense, space, manufacturing, and autonomous systems. A former U.S. Army Captain, he served in Northern Iraq and as a strategic advisor in Washington, D.C., before earning graduate degrees from Oxford and Stanford GSB. At Lightspeed, he has led investments in fintech and insurtech startups, including Seel, Lemon Markets, and Herald. (01:59:44) - Melisa Tokmak. Melisa is the founder and CEO of Netic, an AI-native revenue engine designed for essential service industries like HVAC, plumbing, and electrical contracting. Launched in 2024, Netic utilizes real-time data and automation to help service businesses capture leads and stabilize revenue during fluctuations in demand. Previously, Tokmak held leadership roles at Scale AI and Meta, and holds a degree in computer science from Stanford University. (02:21:47) - Jordan Schneider. Jordan is the founder of ChinaTalk, a newsletter and podcast offering in-depth analysis of Chinese technology, politics, and U.S.-China relations. He is a fellow at the Rhodium Group and the Center for a New American Security, and previously worked at Kuaishou, Bridgewater Associates, and the Eurasia Group. Schneider holds a BA in history from Yale and an MA in economics from Peking University’s Yenching Academy, and is fluent in Chinese. (02:44:00) - Maxwell Meyer. Maxwell is the founder and editor of Arena Magazine, a quarterly print and digital publication launched in 2024 that focuses on technology, capitalism, and civilization. A Stanford geophysics graduate and former editor-in-chief of the Stanford Review, Meyer created Arena to counteract negativity in legacy media and to champion innovation and American dynamism. He also serves as president of the Intergalactic Media Corporation of America, the magazine’s parent company.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(07:48) - Neuralink Raises $600M at $9B Valuation (10:13) - Rillet Raises $25M from Sequoia (12:10) - Judge Considers Curbs for Google in AI Arms Race (25:33) - Ray-Ban Maker EssilorLuxottica to Buy Optegra in Medical AI Push (29:27) - Every VC-backed IPO in the past 12 Months has been a Down Round (34:50) - Jensen Huang Shifting Approach to U.S. Politics (41:01) - VC Funds for Sale at a discount (45:31) - TBPN Reacts to the Timeline

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:56) - Elon Musk Is Leaving Washington (12:01) - Meta Partners With Anduril (20:48) - Trump's War On American Universities (26:05) - Kim Jong Un's "Side Launch" Goes Sideways (29:38) - Peter Rahal. Peter is the founder of David, a new protein company focused on clean-label, functional nutrition products. He previously co-founded RXBAR, which was acquired by Kellogg’s for $600 million in 2017. (45:10) - Ashlee Vance. Ashlee is a journalist and author best known for Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future. He also authored When the Heavens Went on Sale and Core Memory, and writes extensively about tech and innovation for Bloomberg Businessweek. (01:01:27) - Chase Lochmiller. Chase is the co-founder and CEO of Crusoe Energy, a company that converts stranded natural gas into power for data centers. Crusoe is focused on reducing carbon emissions while powering compute-intensive applications. (01:30:27) - Matan Grinberg. Matan is the co-founder of Factory, an AI startup building "Droids" — autonomous agents that assist with writing and maintaining software code. Factory aims to reimagine how engineers build products. (01:48:24) - Jonny Dyer. Jonny is the founder and CEO of Muon Space, a satellite company focused on climate monitoring. His team is developing spacecraft to deliver high-fidelity Earth data for scientific and commercial use. (01:59:41) - David Hsu. David is the founder and CEO of Retool, a platform that lets developers build internal tools remarkably fast. Retool is used by companies of all sizes to power critical business workflows. (02:19:17) - Sushanth Raman. Sushanth is the co-founder and CEO of Pallet, a platform connecting online creators and their communities to jobs and opportunities. He previously worked at Google and Retool. (02:38:39) - Rob Toews. Rob is a partner at Radical Ventures, a VC firm focused on AI. He writes a regular column for Forbes on artificial intelligence and previously worked at Highland Capital Partners. (02:59:32) - John Andrew Entwistle. John is the founder and CEO of Wander, a network of smart vacation homes designed for remote workers. Wander recently raised $50 million in Series B funding to expand across the U.S.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:07) - Balaji Srinivasan is an American entrepreneur and investor known for his roles as former CTO of Coinbase and general partner at Andreessen Horowitz. He co-founded several companies, including Counsyl, Earn.com, and Teleport, and authored The Network State, a book on building decentralized digital communities. Srinivasan holds multiple degrees from Stanford University and is an active angel investor in technology and crypto startups. (27:00) - Alon. @a1lon9 is the co-founder of Pump.fun, a Solana-based platform that enables users to create and trade meme coins instantly. Launched in January 2024, Pump.fun has facilitated the creation of over 6 million tokens and generated significant revenue through transaction fees. They have been a vocal figure in the crypto community, advocating for the democratization of token creation while addressing criticisms regarding the platform's role in speculative trading. (42:07) - Katie Haun is the founder and CEO of Haun Ventures, a $1.5 billion crypto-focused venture capital firm. A former federal prosecutor, she led high-profile investigations into the Mt. Gox hack and Silk Road case, and created the DOJ’s first cryptocurrency task force. Haun previously served as a general partner at Andreessen Horowitz and was the first independent board member at Coinbase. (59:11) - Chris Dixon. Chris is a general partner at Andreessen Horowitz and founder of a16z crypto, overseeing over $7 billion in Web3 investments. He previously co-founded SiteAdvisor (acquired by McAfee) and Hunch (acquired by eBay), and was an early investor in companies like Coinbase and Oculus. Dixon authored Read Write Own (2024), a book advocating for a decentralized internet. (01:29:16) - Kyle Samani. Kyle is the co-founder and managing partner of Multicoin Capital, a thesis-driven investment firm specializing in cryptocurrencies, tokens, and blockchain projects. Before Multicoin, he founded Pristine, a health IT startup acquired by Upskill. Samani holds degrees in Finance and Management from NYU Stern and is recognized for his technical analysis and thought leadership in the crypto space. (01:42:52) - Ben Pasternak. Ben is an Australian tech entrepreneur who gained early recognition for creating the viral game Impossible Rush and later co-founding the social apps Flogg and Monkey. At 15, he became one of the youngest tech founders to secure venture capital funding. He used to be the CEO of SIMULATE, a food technology company known for its plant-based chicken nugget alternative, NUGGS, which has raised over $57 million from investors including Alexis Ohanian and Jay-Z. (01:58:03) - Tom Schmidt. Tom is a General Partner at Dragonfly Capital, focusing on early-stage Web3 and crypto investments. He previously led product at 0x and held product management roles at Facebook and Instagram. Schmidt holds B.S. and M.S. degrees in Computer Science from Stanford University and has advised companies like Audius and Betty Labs. (02:15:01) - Konstantin Richter. Konstantin is the founder and CEO of Blockdaemon, a leading blockchain infrastructure provider for node management, staking, and wallet services. Before founding Blockdaemon in 2017, he held roles at Deutsche Telekom and Nokia, and built several SaaS platforms with successful exits. Under his leadership, Blockdaemon has raised over $400 million, reaching a $3.25 billion valuation, and serves major financial institutions including JPMorgan, Goldman Sachs, and Citi Ventures. (02:29:06) - Luca Netz. Luca (born Luca Schnetzler) is the CEO of Pudgy Penguins, an NFT brand he acquired for $2.5 million in April 2022. A former e-commerce entrepreneur, he revitalized the project by expanding into physical toys, selling over 1.5 million units through major retailers like Walmart and Target. Netz also launched the PENGU token on Solana and developed Pudgy World, aiming to establish Pudgy Penguins as a leading Web3-native IP brand. (02:44:27) - Dylan Abruscato. Dylan is the Emmy-nominated founder of Crypto: The Game (CTG), a viral crypto survival game blending elements of Survivor and Squid Game. Launched in 2023, CTG gained traction for its social gameplay and was acquired by Uniswap Labs in 2024. Prior to CTG, Abruscato held marketing roles at HQ Trivia, Uber, and Postmates, and began his career at Saturday Night Live. (02:59:10) - Brian Armstrong. Brian is the co-founder and CEO of Coinbase, the largest U.S.-based cryptocurrency exchange, which he launched in 2012 after working at Airbnb and Deloitte. A Rice University graduate with degrees in computer science and economics, he has also founded GiveCrypto.org and NewLimit, a biotech startup focused on extending human healthspan through epigenetic reprogramming. Under his leadership, Coinbase went public in 2021 and now serves over 100 million users globally. (03:30:22) - Soona Amhaz. Soona is the founder and managing partner of Volt Capital, a venture firm investing in early-stage crypto startups like Nansen, Magic Eden, and LayerZero. Prior to Volt, she co-founded Token Daily and worked at Alation, with a background in engineering from the University of Michigan. Recognized in Forbes 30 Under 30, Amhaz is known for her contrarian investment approach and active participation in the crypto community. (03:45:24) - Mert Mumtaz. Mert is the co-founder and CEO of Helius, a Solana infrastructure company providing developer tools like RPCs and APIs to streamline blockchain app development. Previously a software engineer at Coinbase, he identified inefficiencies in blockchain tooling and launched Helius in 2022 to address them. Known for his outspoken presence on Crypto X, Mumtaz is a prominent advocate for Solana, often engaging in technical debates and challenging misconceptions about the network. (03:59:29) - Dan Romero. Dan is the co-founder and CEO of Farcaster, a decentralized social protocol designed to give users control over their identity and data. Before founding Farcaster in 2020, he was Vice President of Operations at Coinbase, where he joined as employee #20 and helped scale the company through its early growth. Romero is also an active angel investor in startups like Linear, Eight Sleep, and TipTop. (04:16:36) - Shehzan Maredia. Shehzan is the founder, CEO, and CTO of Lava, a Bitcoin-native lending platform that enables users to borrow dollars while retaining full self-custody of their BTC. Previously, he worked as an engineer at Google and earned degrees in Electrical Engineering, Computer Science, and Math from Duke University. Under his leadership, Lava raised a Series A co-led by Khosla Ventures and Founders Fund, and introduced innovations like seedless self-custody, Discreet Log Contracts (DLCs), and Lava Free Pay for gasless blockchain transactions. (04:27:00) - Brandon Millman. Brandon is the co-founder and CEO of Phantom, a leading self-custodial crypto wallet initially built for Solana and now supporting Ethereum and Polygon. Before founding Phantom in 2021, ...

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:56) - Brad Gerstner. Brad is the founder and CEO of Altimeter Capital, a technology-focused investment firm backing companies like Snowflake, Uber, and Meta. He’s known for his outspoken views on markets, innovation, and long-term investing in Silicon Valley. (36:05) - AJ Piplica + Zach Shore. AJ is the CEO of Hermeus, a startup developing hypersonic aircraft to revolutionize defense and commercial flight. Zach Shore is the VP of Strategic Development at Hermeus, contributing to the company's mission of building the world’s fastest reusable aircraft with speeds over Mach 5. (51:16) - Delian Asparouhov + Raycho Raychev. Delian is a partner at Founders Fund and co-founder of Varda Space Industries, focused on space-based manufacturing. Raycho is the founder and CEO of EnduroSat, which builds advanced nanosatellites and supports accessible space missions. (01:12:32) - Carlo Kobe. Fizz is developing an AI financial advisor for the pocket of every young adult. (01:26:51) - Steven Pang. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind. (01:37:29) - Elias Fizesan. Canopy Labs is building the foundation models to power digital humans that are indistinguishable from real ones. (01:46:59) - Jackson Denka. Azura is a trading platform that utilizes on-chain rails to enable price discovery for everything from crypto and equities to beliefs and memes. (01:58:08) - Hooman Reza Nezhad. Solcoa Industries is producing the first zero-carbon, American-made rare earth metals at scale. (02:07:22) - Ferdinand Dabitz. Ivy is building the world trade bank — a global instant payments platform. (02:16:06) - Juan Pablo Ebrath. Phase is a research lab on a mission to unlock whole-body regeneration and make living matter programmable — from healing hearts to regrowing limbs. (02:26:52) - Jennifer Lin. Jennifer’s startup is giving patients with rare diseases accelerated access to new cures with clear indications of efficacy. (02:36:21) - Teddy Warner. Intempus is equipping robots with emotional intelligence, making them more predictable and easier to understand. (02:46:14) - Sigil Wen. Extraordinary brings the world’s top talent to America’s technology companies. (02:57:30) - Aidan Smith. Innerphases is developing human-native communication devices that change the way we work and think. (03:08:08) - Colton El-Habr. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind. (03:20:25) - Koki Mashita. Aeolus is building the planetary defense system for extreme weather.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:41) - The Information Profiles TBPN (39:44) - Apple's AI Struggles (41:22) - Sam Altman's Trillion Dollar AI Device (46:15) - Jori Lallo. Jori is the co-founder of Linear, a streamlined product management tool used by top startups and engineering teams. He previously co-founded Coinbase and has a background in building elegant, fast, and developer-centric software products. (01:01:43) - Zach Weinberg. Zach is a co-founder and general partner at Operator Partners and previously co-founded Flatiron Health, which was acquired by Roche for $1.9 billion. He is an active seed investor and operator across healthcare and software startups. (01:31:50) - Leigh Marie Braswell. Leigh Marie is a partner at Founders Fund, focused on early-stage AI and infrastructure companies. She previously worked at Scale AI and has a background in electrical engineering and machine learning. (02:00:19) - Stephen Balaban. Stephen is the co-founder and CEO of Lambda, a company building high-performance GPU infrastructure for training AI models. He’s been at the forefront of deep learning hardware and computer vision since the early days of modern AI. (02:31:06) - Sam Lessin. Sam is a general partner at Slow Ventures and a former VP of product at Facebook. He writes The Information’s Private Tech column and invests across consumer, media, and frontier tech. (02:59:35) - Bobby Goodlatte. Bobby is an early-stage investor and designer, known for his early role at Facebook and his investments in companies like Coinbase and Lambda School. He is a founding partner at Form Capital. (03:14:47) - Auren Hoffman. Auren is the CEO of SafeGraph and previously founded LiveRamp, which was acquired by Acxiom. He is an expert in data infrastructure and frequently writes about technology, policy, and markets. (03:31:04) - Doug Bernauer. Doug is the founder and CEO of Radiant Industries, a company developing portable nuclear reactors to power remote locations and space missions. He previously worked at SpaceX and is focused on building scalable, clean energy infrastructure. (03:47:28) - Isaiah Taylor. Isaiah is the founder of Valar Atomics, a company focused on developing advanced nuclear technologies. He previously advised leading AI labs on public policy and now works at the intersection of energy, national security, and deep tech innovation.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(04:10) - Google I/O Breakdown (42:54) - Jony Ive Joins OpenAI Analysis (01:00:33) - Dan Shipper. Dan is the co-founder and CEO of Every, a business writing collective and newsletter platform for founders, operators, and technologists. He also writes Chain of Thought, a popular column exploring tech, psychology, and self-improvement. (01:27:50) - TJ Parker. TJ is the co-founder of Matrix, a stealth health tech startup. He previously co-founded PillPack, the online pharmacy acquired by Amazon for nearly $1 billion. (01:56:20) - Reggie James. Reggie is a writer and technologist who recently published Hardware, a book exploring identity and creativity in the age of machines. He previously co-founded Eternal and continues to explore the intersection of internet culture, software, and design. (02:27:55) - Timeline (02:30:18) - Keith Rabois. Keith is a general partner at Khosla Ventures and formerly with Founders Fund, with a storied track record as an operator and investor at companies like PayPal, Square, and OpenDoor. He is known for backing and advising dozens of high-growth startups in consumer and enterprise tech. (03:01:53) - Ben Hylak. Ben is the founder of Raindrop AI, a platform focused on intelligent information capture. He previously co-hosted the Latent Space podcast and has built a reputation for bridging AI infrastructure with practical workflows for teams.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(04:06) - New OpenAI Hardware Device (34:49) - Google I/O Reactions (38:49) - U.S. Formally Accepts Luxury Jet From Qatar (58:20) - Erik Prince. Erik is the founder of Blackwater, a private military company that provided security services to the U.S. government and other clients worldwide. He is a former Navy SEAL and now focuses on logistics, security consulting, and international ventures in defense and energy. (01:29:17) - Anthony Pompliano. Anthony is an investor and entrepreneur best known for his advocacy of Bitcoin and hosting The Pomp Podcast. He is a former product manager at Facebook and Snapchat and now invests across early-stage tech and digital asset companies. (01:45:14) - Nikunj Handa. Nikunj is a machine learning engineer and writer focused on AI systems, model architecture, and deployment at scale. He shares insights through his newsletter and has built a large following for his clarity on cutting-edge AI topics. (01:59:47) - David Senra. David is the creator and host of the Founders podcast, where he explores the lives and lessons of history’s most iconic entrepreneurs. His breakdowns of business biographies have built a loyal following among founders, operators, and investors. (02:19:58) - Scott Wu. Scott is the co-founder and CEO of Cognition AI, the company behind Devin, the world’s first AI software engineer. A former programming champion, he now leads efforts to push the boundaries of autonomous AI development. (02:41:17) - Joe Wiesenthal. Joe is an editor at Bloomberg and co-host of the Odd Lots podcast, where he covers markets, macroeconomics, and financial systems. He is known for his sharp real-time analysis and engaging interviews with economists, traders, and technologists.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(07:21) - Microsoft Build Recap (25:34) - Ben Thompson: The Agentic Web and the Original Sin Breakdown (01:05:06) - OpenAI's Stargate Datacenter (02:03:07) - Austen Allred. Austen is the founder and CEO of Gauntlet AI, a company focused on helping developers evaluate and test AI systems with greater precision. He previously co-founded Lambda School and is known for building tools that improve access to education and technology. (02:21:53) - Jeff Morris Jr. Jeff is the founder and managing partner of Chapter One, a venture fund focused on early-stage consumer and crypto startups. He previously led product and revenue at Tinder and has invested in companies like Lyft, Replit, and Notion. (02:41:42) - Cliff Weitzman. Cliff is the founder and CEO of Speechify, a text-to-speech platform designed to improve accessibility and productivity. He started the company to support people with dyslexia and has grown it into one of the leading tools in assistive technology. (03:03:16) - Logan Kilpatrick & Tulsee Doshi. Logan leads Google AI Studio, a platform that helps developers build with Google’s latest generative AI models. He previously worked in developer relations at OpenAI and is known for his work making cutting-edge AI more accessible. Tulsee Doshi leads Product for Responsible AI at Google DeepMind, where she focuses on building ethical and inclusive AI systems. Her work helps guide both internal development and public tools for fairness and transparency in machine learning.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:04) - Regeneration to Buy 23andMe (10:21) - NVIDIA Updates (43:33) - NVIDIA Plans to Invest in PsiQuantum (54:20) - Behind Microsoft's Layoffs (01:07:02) - Why Apple Still Hasn't Cracked AI (01:23:06) - Walter Chen. Walter is the co-founder and CEO of Sacra, a research platform that provides private market insights for investors. He previously co-founded and led content marketing platform iDoneThis, and has a background in law and software engineering. (01:43:43) - Michael Dempsey. Michael is the Managing Partner at Compound, a venture capital firm investing in frontier technologies. He focuses on early-stage companies in AI, infrastructure, and software, and previously worked in quantitative finance. (02:00:26) - Sriram Krishnan. Sriram is the Senior White House Policy Advisor on Artificial Intelligence. As the leader of the United States' policy team regarding artificial intelligence, Krishnan plays a significant role in shaping the administration’s approach to AI and driving measures to advance federal adoption of AI. (02:29:14) - Joshua Steinman. Joshua is the founder of Galvanick, a cybersecurity company focused on protecting industrial infrastructure. He previously served as the Senior Director for Cybersecurity at the National Security Council during the Trump administration.

TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:57) - Matt Grimm. Matt is the Co-Founder and Chief Operating Officer of Anduril Industries, a defense technology company specializing in autonomous systems and AI-powered solutions. Prior to Anduril, he held roles at Palantir Technologies and Mithril Capital Management, focusing on national security and venture investments. (10:22) - OpenAI Launches Codex (14:42) - Meta Delays Llama 4 Behemoth (23:55) - Epic Games Says Apple Blocked Submission (30:29) - Kevin Weil. Kevin is the Chief Product Officer at OpenAI, where he oversees the development of consumer and enterprise AI products, including ChatGPT and the OpenAI API. His previous experience includes leadership roles at Twitter, Instagram, and Planet Labs, as well as co-founding the Libra cryptocurrency project at Facebook. (01:05:50) - Blake Scholl. Blake is the Founder and CEO of Boom Supersonic, a company aiming to make high-speed air travel mainstream through the development of supersonic passenger jets. Before founding Boom in 2014, he held positions at Amazon and Groupon, and co-founded the mobile technology startup Kima Labs. (01:31:58) - Tim Fist. Tim is the Director of Emerging Technology Policy at the Institute for Progress, focusing on AI infrastructure and innovation policy. He also serves as an Adjunct Senior Fellow at the Center for a New American Security, with a background in machine learning and AI hardware development. (02:03:33) - Chris Best. Chris is the Co-Founder and CEO of Substack, a platform that enables writers to publish and monetize newsletters through paid subscriptions. Prior to Substack, he co-founded and served as CTO of the messaging app Kik. (02:29:52) - Sean Henry. Sean is the Co-Founder and CEO of Stord, a company providing cloud-based supply chain solutions for businesses. Under his leadership, Stord has raised significant funding to expand its logistics and fulfillment services. (02:46:10) - TBPN Reacts to the Timeline

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:26) - Warren Buffett Exclusive in WSJ (07:22) - Airbnb 2.0 (32:30) - U.S. Scraps 'AI Diffusion' Rule (40:25) - Apple to Support Brain-Implant Control (47:11) - Delian Asparouhov. Delian is a partner at Founders Fund and the co-founder of Varda Space Industries, which is building the world’s first space factories. He previously led growth at Teespring and founded Nightingale, a healthcare startup. (01:02:12) - Alex Blania. Alex is the CEO and co-founder of Tools for Humanity, the company behind Worldcoin. He co-founded the project with Sam Altman to create a global digital identity and financial network. (01:31:13) - Josh Wolfe. Josh is the co-founder and managing partner at Lux Capital, where he invests in frontier technologies across science and defense. He has backed companies like Anduril, Planet, and Kymeta, and serves on multiple company boards. (02:03:44) - Jason Fried. Jason is the co-founder and CEO of 37signals, the company behind Basecamp and HEY. He’s also the co-author of best-selling business books like Rework and Remote. (02:36:35) - Eugenia Kuyda. Eugenia is the co-founder and CEO of Replika, an AI chatbot designed to offer emotional companionship and support. She launched Replika to help people process grief and connect through AI-driven conversation.

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(03:10) - Is Open-Source AI Dead? (04:35) - OpenAI Restructuring (18:50) - Investors Comment on Open-Source AI (31:33) - Chris Pedregal. Chris is the founder and CEO of Granola, an AI-powered notepad designed to enhance productivity during back-to-back meetings. Previously, he co-founded Socratic, an educational app acquired by Google. (45:17) - Joshua Browder. Joshua is the founder and CEO of DoNotPay, the world's first AI-powered legal service platform aimed at automating consumer rights processes. He also leads Browder Capital, focusing on investments in innovative legal tech startups. (01:01:32) - Bryan Johnson. Bryan is the founder of Don't Die, a longevity company pioneering protocols and tools to slow aging and extend healthspan. Through extreme self-tracking and data-driven experimentation, he aims to build a roadmap for reversing biological age. (01:21:28) - Matteo Franceschetti. Matteo is the co-founder and CEO of Eight Sleep, a company that integrates technology into sleep products to optimize health and performance. His work emphasizes the importance of sleep fitness in overall well-being. (01:40:20) - Erik Torenberg. Erik is a general partner at Andreessen Horowitz, where he brings a decade of experience at the intersection of investing, product, and media. He previously founded Turpentine, a media company focused on tech and culture. (01:53:52) - Jen Kha. Jen is the Operating Partner and Head of Investor Relations and Fundraising at Andreessen Horowitz (a16z), where she leads the firm’s capital-raising strategy and manages relationships with limited partners. Over her career, she has facilitated the raising of over $40 billion in capital, drawing on her experience from roles at Technology Crossover Ventures, HSN, Inc., and BMO Capital Markets. (02:04:54) - Anjney Midha. Anjney is a general partner at Andreessen Horowitz, investing in AI, infrastructure, and open-source technologies. He serves on the boards of several AI startups, including Mistral and Black Forest Labs. (02:21:53) - Martin Casado. Martin is a general partner at Andreessen Horowitz, leading the firm's infrastructure practice. He was a pioneer in software-defined networking and co-founded Nicira Networks. (02:31:45) - David George. David is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth investing team. Since joining in 2019, he has spearheaded investments in companies like Roblox, Coinbase, and Databricks, drawing on his prior experience at General Atlantic with firms such as Airbnb and Slack. (02:47:27) - David Ulevitch. David is a general partner at Andreessen Horowitz, focusing on American Dynamism, investing in companies that advance national interests. He previously founded OpenDNS, a security company acquired by Cisco. (03:00:09) - Anish Acharya. Anish is a General Partner at Andreessen Horowitz (a16z), where he leads investments in consumer AI applications and innovative digital experiences. With a background as a founder of two acquired startups, he focuses on products that blend cutting-edge technology with exceptional design. (03:11:40) - Marc Andreessen. Marc is a co-founder and general partner at Andreessen Horowitz (a16z), a leading venture capital firm. He is also known for co-authoring Mosaic, the first widely used web browser, and co-founding Netscape.

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:39) - Tech Takes Over Saudi Arabia (22:35) - Tesla's Robotaxi Timelines (40:38) - Big Tech's AI Midlife Crisis (45:23) - Dylan Abruscato. Dylan is the creator of Crypto: The Game, an on-chain survival game that blends gameplay with crypto-native mechanics. He’s known for pushing the boundaries of interactive web3 experiences. (59:34) - Jared Madfes. Jared is an investor and writer who has become an online correspondent on Saudi Arabia’s growing influence in tech and finance. His commentary blends humor, geopolitics, and startup insight. (01:14:04) - Sam D'Amico. Sam is the founder and CEO of Impulse Labs, a company developing battery-integrated induction stoves that combine high performance with grid energy storage. With a background in hardware engineering at companies like Google and Oculus, Sam is leveraging his expertise to revolutionize home appliances and drive electrification. (01:32:33) - Vincent Weisser. Vincent is the co-founder of Prime Intellect, a decentralized AI platform that aggregates global compute to collaboratively train and co-own advanced models. He helped lead the development of INTELLECT-2, a 32-billion-parameter reasoning model trained through globally distributed reinforcement learning. (01:47:30) - Maneet Khaira. Maneet is the founder and CEO of Backbone, a company specializing in mobile gaming hardware and software. Backbone is best known for its Backbone One controller, which transforms smartphones into portable gaming consoles, and its companion app that integrates with services like Xbox Cloud Gaming and PlayStation Remote Play. (01:59:48) - Aaron Ginn. Aaron is the co-founder and CEO of Hydra Host, a platform providing decentralized, bare-metal GPU infrastructure for AI and high-performance computing workloads. (02:36:06) - Dan Gray. Dan is the Head of Insights at Equidam, a platform specializing in startup valuation. He is also a frequent contributor to Crunchbase News, where he shares his expertise on startup valuation and fundraising trends.

TBPN.com is made possible by:Ramp - https://ramp.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(05:48) - Surprise U.S.-China Trade Deal. (22:17) - Trump EO on Drug Prices. (35:39) - New Air Force One in 2025? (43:04) - Perplexity Valuation Surge. (46:03) - Crémieux. Crémieux is a writer who explores genetics, econometrics, and demographics. His work blends data-driven analysis with cultural insight, earning him a loyal following in intellectually curious circles. (01:04:09) - Tess Cameron. Tess is an emerging voice in venture capital and technology commentary. She is known for her work analyzing trends in consumer tech and startups. (01:31:58) - Jack Dreifuss. Jack is a venture investor and entrepreneur involved in tech and finance circles. He is known for working at the intersection of emerging technologies and startup incubation. (01:45:04) - Pippa Lamb. Pippa is a partner at Sweet Capital, the investment firm founded by the creators of Candy Crush. She focuses on early-stage investments in consumer and wellness brands. (02:02:54) - Eoghan McCabe. Eoghan is the co-founder and Chairman of Intercom, a customer messaging platform. He previously served as CEO and is a vocal advocate for design-led product development. (02:32:04) - David Tisch. David is the Managing Partner at BoxGroup, an early-stage venture capital firm. He’s invested in companies like Warby Parker, Airtable, and Harry’s. (03:05:34) - TJ Parker. TJ is the co-founder of PillPack, an online pharmacy acquired by Amazon for nearly $1 billion. He is a trained pharmacist who helped modernize prescription delivery.

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:26) - Market Recap (13:32) - Mother's Day Gift Guide (38:27) - The Stanford Review (54:02) - Morgan Housel (01:22:55) - Sonya Huang (01:53:28) - Will Quist (02:21:52) - Aidan Dewar (02:37:34) - Mehul Nariyawala (02:55:32) - George Maloney

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(14:34) - Daniel P. Driscoll, Secretary of the Army (35:36) - General Randy A. George, Chief of Staff of the Army (46:49) - Adam Porter-Price (59:44) - Delian Asparouhov (01:27:44) - Harley Finkelstein (01:56:37) - Jack Altman (02:24:56) - David Haber (02:57:02) - Alex at Hallow (03:11:43) - Gary Vaynerchuk (03:35:35) - Will Ahmed

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(11:16) - John LePore (31:16) - Elliot Jay Stocks (42:24) - Andrew Reed (01:11:49) - Marty Ringlein (01:27:05) - Jeremy Hindle (02:03:39) - Nairi Tashjian Hourdajian

TBPN.com is made possible by:Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:55) - OpenAI to Remain Non-Profit (45:57) - OpenAI Reaches Agreement to Buy Windsurf (01:05:28) - Apple Absorbing $900M in Tariff Costs (01:11:19) - Jon Voight's Plan to Fix Hollywood (01:28:01) - Kelvin Yu (01:44:23) - Santi Ruiz (02:01:44) - Fil Aronshtein (02:11:49) - James Blom (02:26:36) - Jacob Kimmel

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TBPN.com is made possible by:Ramp - https://ramp.comLinear - https://linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFigma - https://figma.comVanta - https://vanta.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(08:09) - a16z Rebranding (17:29) - Cluely Hiring 50 Interns (37:13) - Worldcoin Launches in U.S. (51:05) - Judge Delivers Blow to Apple's Business Model (55:14) - Tesla Price Falls Amid Reporting of Elon's Replacement

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TBPN.com is made possible by:Ramp - https://ramp.comLinear - Linear.appFigma - https://www.figma.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:58) - Earnings Season (03:28) - Week-At-A-Glance (15:50) - Magnificent Seven off to Worst Starts Since 2022 (24:03) - The Group Chats That Changed America (30:55) - Huawei Aims to Match NVIDIA with New AI Chip (46:44) - Tech's Favorite Microconferences and Private Summits

Karri Saarinen is the co-founder and CEO of Linear, a popular issue tracking and project management tool. Previously, he was a design lead at Airbnb, focusing on design systems and product development. @karrisaarinenSean Frank is the CEO of Ridge, best known for the Ridge Wallet and expanding the brand into a broader EDC (everyday carry) company. He has a background in e-commerce and performance marketing. @SeanEcomSemil Shah is the founder of Haystack, a venture capital firm that has backed companies like DoorDash and Instacart early on. He is a seasoned investor and writer with deep roots in Silicon Valley. @semilDan Lorenc is the founder and CEO of Chainguard, a startup focused on software supply chain security. Before founding Chainguard, he worked at Google, contributing to critical security projects like Sigstore and Kubernetes. @lorenc_danTBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:30) - Google's Earnings Power Holding Up Well (14:14) - Intel Says Layoffs are in Store (47:14) - The Relationship Between Netflix and The NFL (56:09) - Elon's Friends Sell Access to Stakes in Private Companies (01:06:29) - TBPN Reacts to Tech Polymarkets (01:13:42) - Karri Saarinen (01:34:22) - Sean Frank (02:03:51) - Semil Shah (02:32:02) - Dan Lorenc

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TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(18:12) - History of "Golden Dome" (34:33) - Johnson & Johnson Pivots AI Strategy (43:43) - EU Delayed Penalizing Apple & Meta Platforms (57:34) - Google & Meta Facing Legal Threats (01:29:44) - Daniel Yanisse + Ryan Sandler (01:58:05) - David Senra (02:31:07) - Nichole Wischoff

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TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(04:54) - China's Semiconductor Evolution Deep Dive (55:27) - Inside Zuckerberg's Failed Negotiations to End Antitrust Case (01:05:10) - Ali Partovi (01:46:49) - Tim Fist

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(02:13) - U.S. - China Deep Dive (01:00:44) - John Gedmark (01:33:52) - Jordan Schneider (02:06:50) - Aaron Ginn (02:44:04) - OpenAI Explores Social Network Arena

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(12:42) - Trump Alters Course on Tariffs (22:39) - Nvidia to Make AI Supercomputers in the U.S (27:53) - What Apple Has at Stake in China (01:02:04) - Tyler Cowen (01:36:16) - Ara Kharazian (02:02:20) - Jan Sramek

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:19) - Formula One's TV Rights (32:18) - Blake Resnick (55:19) - Zach Weinberg (01:26:18) - Ian Cinnamon (01:39:02) - Jen Bucci (01:52:18) - Rylan Hamilton (02:08:24) - Zach Long (02:22:35) - Paul Mikesell

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(39:54) - Alex Dhillon (01:00:21) - Quaid Walker (01:21:53) - Robin Langtry (01:42:14) - Russell d'Sa (02:00:56) - Everett Randle (02:21:09) - Keller Rinaudo Cliffton

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(04:53) - How Apple is Dealing with Tariffs (58:40) - Paul Klein (01:28:52) - Tracy Alloway (02:00:53) - Justin Lopas (02:27:40) - Akshay Krishnaswamy

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:09) - Meta AI Deep Dive (35:09) - Jeff Huber (55:21) - Jai Malik (01:06:18) - Samuel Hammond (01:34:58) - Sheel Mohnot (02:06:42) - Víctor Perez (02:20:16) - Leif Abraham (02:36:55) - Pratap Ranade

TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(03:04) - Ben Thompson on Trade, Tariffs, and Tech (31:12) - Anduril Releases Copperhead High-Speed AUV (37:09) - Joe Weisenthal Analyzes Trump Tariffs (43:52) - What Tariffs Mean for Venture Capital (45:38) - Shane Arnott (01:16:04) - Logan Bartlett (01:48:21) - Keith Rabois (02:14:48) - Bryce Roberts (02:32:50) - Rahul Sonwalkar (02:47:21) - Flo Crivello

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TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(09:35) - Is Apple Falling Apart? (26:13) - Avi Schiffman (42:06) - Ashlee Vance (01:00:05) - Max Meyer (01:13:19) - Justin Mares (01:46:39) - Shaan Puri (02:12:25) - Flock Safety (02:13:35) - Trae Stephens (02:45:25) - The Timeline

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TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:35) - Nvidia Earnings (21:17) - "Spy Sheikh" (43:51) - Stripe (54:19) - AI Growth (59:51) - Ridge Wallet Interview (01:19:05) - Delian Asparouhov Interview (01:30:13) - Timeline

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(03:13) - AI Sweatshops (13:40) - Anthropic (33:12) - Tesla (34:25) - New EVs (46:27) - China in Africa (49:25) - Bybit Gets Help (56:20) - What Can We Send To Mars? (01:07:23) - NASA and Astroid Collision (01:08:31) - Claude Sennet 3.7 (01:14:03) - Default 2.0 Round (01:17:58) - Celebrrity Brands (01:25:58) - Timeline TBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

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