TBPN

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**TBPN**

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing.

Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.

Latest Episodes:

SpaceX IPO Gigastream Jun 12, 2026

Show notes

(00:34) - SpaceX IPO Coverage
(21:25) - Vindication for Elon Musk
(35:31) - SpaceX IPO 𝕏 Timeline Reactions
(01:03:38) - Oasis Faces LMNT Lawsuit
(01:20:16) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

https://www.youtube.com/@TBPNLive

Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN Jun 11, 2026

Show notes

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

Bezos AI Play, Future of Airports, CAA Fund | David Reger, Mike Wior, Ariel Cohen, Jeff Tatarchuk, Matt Joseph, Ade Ajao, Jeremy Fraenkel Jun 11, 2026

Show notes

(00:31) - Bezos AI Play
(15:44) - Is TSA Goated?
(20:12) - Future of Airports
(25:07) - 𝕏 Timeline Reactions
(46:45) - David Reger, founder and CEO of Neura Robotics, is a pioneer in cognitive robotics, aiming to integrate robots into daily life by enhancing their cognitive abilities. In the conversation, he discusses the company's focus on developing robots with physical AI brains capable of performing tasks autonomously across various sectors, emphasizing the importance of diverse embodiments, including mobile manipulators and humanoids, to adapt to human-centric environments. Reger also highlights the establishment of Neura Gyms worldwide, facilities designed to train robots in physical tasks, thereby generating essential data to refine their AI capabilities.
(01:00:23) - Mike Wior, co-founder and CEO of Allen Control Systems (ACS), discusses the company's development of Bullfrog, an autonomous robotic weapon station designed to counter small, fast-moving drones by combining AI, computer vision, and machine learning to achieve both speed and accuracy. He highlights Bullfrog's 100% success rate in neutralizing 13 Army-operated drones during a November field test, emphasizing its capability to address the evolving drone threat landscape. Wior also notes ACS's rapid growth, with the team expanding to approximately 250 employees and securing a $200 million Series B funding round to scale manufacturing and deployment efforts.
(01:10:18) - 𝕏 Timeline Reactions
(01:14:14) - Ariel Cohen, co-founder and CEO of Navan, has a background in product management and leadership roles at companies like Jive Software and Hewlett-Packard. He discusses Navan's significant growth, highlighting a 50% increase in usage and a 40% rise in revenue, attributing this success to the essential need for face-to-face business interactions. Cohen also emphasizes the company's strategic use of AI to enhance user experience, streamline operations, and drive efficiency in business travel management.
(01:37:06) - Jeff Tatarchuk, co-founder and Chief Growth Officer of TensorWave, discusses the company's exclusive focus on building AI infrastructure with AMD GPUs, stemming from their prior collaboration with AMD during the Xilinx acquisition. He highlights the initial supply constraints of Nvidia chips in 2022-2023, which led to exploring AMD's offerings, and emphasizes the importance of developing a robust ecosystem to support AMD's hardware, addressing software gaps and reducing dependency on a single vendor. Tatarchuk also notes that while CUDA's ecosystem presents challenges, efforts are underway to create a heterogeneous stack that allows seamless switching between different GPU platforms.
(01:47:30) - Matt Joseph, co-founder and CTO of Minerva, an AI platform for consumer marketing, discusses how their technology helps brands unify first-party data from various systems, creating a comprehensive consumer profile to optimize sales and marketing strategies. He highlights their expansive dataset covering 270 million Americans, enabling performance marketers to better understand their consumer base and tailor marketing efforts accordingly. Joseph also shares insights into their collaboration with the NBA, where Minerva powers consumer analytics platforms to assist teams in identifying and targeting specific audience segments for ticket sales and other marketing initiatives.
(01:57:01) - CAA Fund
(02:03:37) - Ade Ajao, co-founder and Managing Partner at Base10 Partners, shared his journey from co-founding Tuenti, the "Spanish Facebook," to leading Base10's recent $850 million fundraise, bringing their assets under management to $2.6 billion. He discussed the firm's focus on automating the real economy through applied AI, emphasizing the importance of understanding client needs over industry labels. Ajao also highlighted the evolving venture capital landscape, noting the rapid growth of AI applications in sectors like logistics and transportation.
(02:14:32) - Jeremy Fraenkel, CEO and co-founder of Fundamental, discusses his company's development of a foundation model for tabular data, aiming to enhance enterprise decision-making by pre-training on billions of tables. He highlights the model's success in accurately predicting Argentina's 2022 World Cup victory ahead of betting markets and shares its current predictions for the 2026 World Cup, favoring Spain over France and identifying Argentina as a strong runner-up. Additionally, Fraenkel mentions that Fundamental recently raised $275 million from investors including Oak, Valor Battery Ventures, Salesforce, and notable angels like Alvin Srinivas.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

https://www.youtube.com/@TBPNLive

Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1 Jun 10, 2026

Show notes

This is our full conversation with Cloudflare CEO Matthew Prince.

We discuss why AI agents are already generating more web traffic than humans, how the internet must be rebuilt to support billions of autonomous agents, why Cloudflare is betting heavily on young talent in the age of AI, and what the future of inference, infrastructure, and long-running AI agents will look like.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

https://www.youtube.com/@TBPNLive

Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN Jun 10, 2026

Show notes

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, 𝕏 Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor Jun 10, 2026

Show notes

(00:26) - The Social Reckoning Trailer Reactions
(15:24) - Fable 5 Sparks Safety Debate
(30:06) - Farza Majeed discusses his journey from creating an AI tutor for DaVinci Resolve to developing Clicky, an AI assistant that executes user commands on computers. He explains Clicky's functionality, including real-time GPT responses and integration with models like Fable 5 for screen understanding, and addresses the business model, emphasizing cost-effective agentic work and a $20 monthly subscription. Majeed also highlights the importance of balancing his media presence with startup development and expresses his vision for Clicky as a versatile interaction layer across devices.
(44:52) - Trent Simonian, co-founder of Sidetalk, a New York City-based one-minute street show, discusses the show's origins, emphasizing its commitment to capturing candid, high-energy street interviews without staging. He highlights the importance of creating shareable and engaging content, noting that their approach has led to collaborations with major brands like Nike and the NFL. Simonian also touches on the challenges of monetizing short-form content, explaining that while platforms like TikTok and Instagram haven't provided direct revenue, Sidetalk generates income through branded content and merchandise sales.
(59:25) - Sridhar Ramaswamy, CEO of Snowflake since February 2024, previously led Google's advertising products and co-founded the AI-powered search engine Neeva. He discusses how Snowflake's AI-driven tools, like Snowflake Cowork, have significantly reduced data integration times and enhanced conversational data access, enabling businesses to solve complex problems interactively. Ramaswamy also highlights the company's focus on streamlining migrations from legacy platforms, reducing timelines from years to quarters, and emphasizes the importance of effective go-to-market strategies and partnerships, such as with AWS, to deliver joint solutions to customers.
(01:16:27) - 𝕏 Timeline Reactions
(01:28:50) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the company's recent acquisition of Void Zero, the creators of Vite, a popular developer platform. He highlights the synergy between Vite and Cloudflare's infrastructure, emphasizing the potential to enhance support for internet agents and improve developer experiences. Prince also addresses the challenges developers face with CPU bottlenecks and outlines Cloudflare's strategies to optimize performance and efficiency in the evolving digital landscape.
(02:04:41) - Vinod Khosla, founder and managing director of Khosla Ventures, discusses the significance of auto formalization in enhancing AI reliability by converting human language into machine-checkable formats, thereby reducing issues like hallucinations. He highlights Pramana's role in this field, particularly in formalizing complex domains such as tax law to ensure precision and compliance. Khosla emphasizes that while large AI labs continue to expand, there remains substantial opportunity for ventures addressing specific challenges through auto formalization.
(02:15:41) - Ranjan Rajagopalan, founder of Pramaana Labs, discusses the company's mission to enhance AI accuracy in critical fields like tax, legal, healthcare, and governance by focusing on formal verification to prevent catastrophic errors. He explains their approach of converting complex regulations into formal languages, enabling AI systems to provide provably correct answers with mathematical proofs, thereby increasing trust and reliability in AI applications. Rajagopalan also highlights the importance of integrating formal verification with large language models to ensure AI outputs are verifiable and dependable in high-stakes domains.
(02:28:49) - Markie Wagner is the founder and CEO of Poetic, an AI startup backed by OpenAI, Kleiner Perkins, and Founders Fund, focusing on automating complex business processes with high accuracy. In the conversation, she discusses the challenges of capturing undocumented, intricate rules within large organizations and emphasizes the necessity of AI systems that can learn and execute these processes with near-perfect precision. She also highlights the importance of forward-deployed engineers who not only possess technical expertise but can also drive organizational change to effectively implement AI solutions.
(02:45:33) - Bret Taylor, an American computer scientist and entrepreneur, co-created Google Maps, served as Facebook's CTO, chaired Twitter's board, and co-CEOed Salesforce before founding Sierra, an AI startup specializing in autonomous customer service agents. Taylor discusses Sierra's recent achievement of FedRAMP High certification, enabling federal agencies to utilize their AI solutions, and emphasizes the potential of AI to enhance government services like Medicare and passport processing by improving efficiency and accessibility. He also highlights the importance of multilingual support and the role of AI in transforming customer service interactions within the public sector.
(03:02:08) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

https://www.youtube.com/@TBPNLive

WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN Jun 09, 2026

Show notes

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

Siri AI, Fable 5 Launch, Rivian CEO Joins | RJ Scaringe, Chris Miller, Evan Beard, Nick Fleisher, Chris Matarese, Alex Heath, Rob Schroder Jr. Jun 09, 2026

Show notes

(01:16) - WWDC Day 1
(31:41) - Claude Fable 5
(34:02) - Meta Trains Data Center Workers
(38:27) - RJ Scaringe, born January 19, 1983, is an American engineer and the founder and CEO of Rivian Automotive, an electric vehicle manufacturer. In the conversation, he discusses the launch of the R2 SUV, emphasizing its role in making Rivian's vehicles more accessible and highlighting its advanced features, including a range of up to 345 miles and a 0–60 mph acceleration in as quick as 3.6 seconds. Scaringe also outlines Rivian's strategic focus on scaling production and enhancing autonomous driving capabilities, aiming for Level 4 autonomy by 2028.
(01:04:32) - Chris Miller, an economic historian and professor at Tufts University, is the author of "Chip War: The Fight for the World's Most Critical Technology," which examines the global competition over semiconductor technology. In the conversation, he discusses the recent surge in semiconductor spending driven by AI advancements, the cautious expansion strategies of manufacturers like TSMC, and the geopolitical implications of China's investments in AI infrastructure.
(01:29:45) - Evan Beard, CEO and Chief Engineer of Standard Bots, discusses the company's recent $200 million Series C funding at a $1 billion valuation, plans to quadruple manufacturing capacity, and the goal to account for 10% of U.S. industrial robot deployments next year. He highlights the need for domestic production, noting that nearly all U.S. robots are foreign-made, and emphasizes Standard Bots' focus on AI-driven, user-friendly robots that can be trained through demonstration. Beard also addresses the challenges of humanoid robots in industrial settings, suggesting that static or mobile bases with flexible configurations offer better ROI and performance.
(01:39:41) - Nick Leisure, co-founder and CEO of Sandstone, discusses the company's recent $30 million Series A funding led by Lightspeed and their rapid growth, deploying legal relationship management tools to dozens of Fortune 500 and mid-market companies, achieving a 40x business growth in 150 days. He highlights Sandstone's focus on centralizing intake and knowledge for in-house legal teams, enabling effective AI workflows, and differentiating from traditional contract lifecycle management tools. Leisure also addresses the evolving role of AI in legal services, emphasizing the need for experienced in-house counsel and the increasing importance of technical roles within legal teams.
(01:52:39) - Chris Matarese, co-founder, President, and CFO of NinjaOne, discusses how NinjaOne addresses the complexity and fragmentation in IT management by unifying various operations into a single, modern, cloud-native platform, enabling organizations to reduce costs and simplify workflows. He highlights that the average NinjaOne customer replaces seven point solutions, thereby eliminating inefficiencies and security risks associated with managing multiple tools. Additionally, Matarese emphasizes the company's adaptability, noting that while NinjaOne aims to provide comprehensive solutions, it also integrates with existing point solutions that customers find valuable, ensuring a seamless and unified IT management experience.
(02:06:41) - Alex Heath is the Deputy Editor at The Verge, where he covers major technology companies, AI, social media, and the future of consumer tech. He is also the author of Sources, a newsletter focused on the inner workings of Silicon Valley and the biggest stories shaping the tech industry.
(02:34:20) - Rob Schroder Jr. is the founder and managing partner of Vinyl Equity, a growth investment firm focused on partnering with technology companies and founders. He is known for his long-term approach to investing, working closely with entrepreneurs to help scale businesses while emphasizing sustainable growth and operational excellence.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

https://www.youtube.com/@TBPNLive

WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN Jun 08, 2026

Show notes

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

WWDC Reactions, Jobs Up Stocks Down, VC Horror Stories | Will Marshall, Baroness Dambisa Moyo, Samuel Hume, David Kirtley, Pete Florence, Jordan Bramble Jun 08, 2026

Show notes

(01:13) - WWDC Reactions
(19:30) - Jobs Up Stocks Down
(23:45) - VC Horror Stories
(40:40) - Will Marshall, co-founder and CEO of Planet, discusses the company's mission to make global change visible and actionable through a fleet of over 200 Earth-imaging satellites that capture daily images of the entire landmass at approximately 3-meter resolution. He explains their vertically integrated approach, building custom components for their satellites, and highlights applications such as detecting methane leaks, monitoring deforestation in the Amazon, and assisting in disaster response. Marshall also touches on their diverse clientele, including defense and intelligence sectors, commercial industries like agriculture and energy, and recent capital-raising efforts to secure the company's long-term future.
(57:45) - Baroness Dambisa Moyo is a Zambian-born economist, author, and investor who serves as a member of the UK House of Lords and sits on the boards of major corporations like Chevron, Starbucks, and Conde Nast. She discusses the critical role of corporate boards in strategic oversight, CEO selection, and societal engagement, emphasizing the importance of adaptability and partnership with governments, especially in the context of emerging technologies like AI. Moyo also highlights the need for companies to balance risk-taking with long-term sustainability, drawing from her extensive experience on boards of both longstanding and tech-based organizations.
(01:27:16) - Samuel Hume, a medical doctor, scientist, and co-founder of Somatic Labs, is dedicated to advancing the frontiers of medicine and science. He discusses the challenges in biotech, particularly the impact of patent cliffs on pharmaceutical companies, and highlights the promising results of the RASolute 302 trial, where the investigational drug daraxonrasib nearly doubled overall survival in patients with metastatic pancreatic cancer. Additionally, Hume introduces Somatic Labs' efforts to expedite drug development by automating systematic reviews using AI, aiming to reduce the process from years to mere hours.
(01:43:25) - David Kirtley, co-founder and CEO of Helion Energy, discusses the company's recent $465 million Series G funding round and the development of their seventh-generation fusion system, Polaris, in Washington state. He explains Helion's unique approach to fusion energy, focusing on direct electricity extraction from fusion reactions to achieve high efficiency and scalability. Kirtley also outlines plans to build a 50-megawatt fusion power plant for Microsoft by 2028, emphasizing modular, scalable systems for rapid deployment and global impact.
(02:00:51) - Pete Florence, co-founder and CEO of Generalist AI, has an extensive background in robotics and AI, including a PhD from MIT and experience as a Senior Research Scientist at Google DeepMind. In the conversation, he discusses his journey from academia to industry, highlighting his collaborations with co-founders Andy Barry and Andy Zeng, and their collective decision to establish Generalist AI to advance general-purpose robotics. Florence emphasizes the company's focus on developing versatile robotic systems that extend beyond humanoid forms, aiming to address a wide range of applications through scalable AI models and innovative data collection methods.
(02:23:26) - Jordan Bramble, CEO and co-founder of Antares Nuclear, discusses the recent successful criticality demonstration of their advanced reactor design, the Mark-0, at Idaho National Laboratory (INL). This milestone, achieved under the U.S. Department of Energy's Reactor Pilot Program, marks the first privately developed advanced reactor to go critical in the U.S. in decades. Bramble emphasizes the significance of this achievement in revitalizing America's nuclear industry and highlights the collaborative efforts with INL and the DOE that facilitated this success.
(02:46:22) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: