TBPN

Latest Episodes:

Google I/O Reactions, Large IPOs Incoming, Figma's AI Assistant | Dylan Field, Brian Chesky, Feross Aboukhadijeh, Tae Kim, Immad Akhund, Marcus Milione May 20, 2026

Show notes

(01:25) - Google I/O Reactions
(25:45) - SpaceX IPO
(28:17) - Dylan Field, CEO and founder of Figma, discusses the impact of AI on design, emphasizing the importance of maintaining a balanced perspective amidst rapid technological changes. He introduces Figma's Design Agent, an AI tool designed to assist designers by automating routine tasks, thereby allowing them to focus on more creative aspects of their work. Field also highlights the significance of integrating design and code representations, aiming to eliminate false trade-offs between direct manipulation and AI-driven processes.
(48:30) - Feross Aboukhadijeh is an entrepreneur and programmer, known for founding Socket, a developer-first security platform that safeguards software supply chains. In the conversation, he discusses Socket's recent $60 million Series C funding at a $1 billion valuation, the escalating challenges in software supply chain security due to increased code generation by AI and the exploitation of open-source dependencies, and introduces "certified patches," a solution designed to efficiently address vulnerabilities in open-source code.
(58:55) - Tae Kim, a seasoned finance professional and Senior Portfolio Strategist at Rockefeller Capital Management, discusses the robust growth and undervaluation of NVIDIA, the strategic challenges facing Google in AI, and the potential market impact of SpaceX's anticipated IPO.
(01:26:55) - Immad Akhund, a British-Pakistani entrepreneur and angel investor, is the co-founder and CEO of Mercury, a fintech platform serving startups. In the conversation, he announces Mercury's recent $200 million funding round led by TCV, discusses the company's significant growth driven by AI-driven business formations, and highlights the increasing role of large language model (LLM) recommendations in attracting new customers.
(01:38:35) - 𝕏 Timeline Reactions
(01:44:23) - Brian Chesky, co-founder and CEO of Airbnb, discusses the company's recent expansion into new services, including grocery delivery, airport pickups, car rentals, and boutique hotel bookings. He explains that these additions aim to enhance the guest experience by offering greater convenience and a more comprehensive travel ecosystem. Chesky also highlights the company's efforts to rebuild its foundation to support these services and emphasizes the importance of listening to customer feedback to drive innovation.
(02:04:27) - Marcus Milione, founder of Minted New York, transitioned from a career in commercial real estate to establish a brand that blends premium menswear, performance athletic apparel, endurance nutrition, and Italian-crafted jewelry. In the conversation, he discusses his journey from posting fashion and fitness content on social media during the COVID-19 pandemic to building a community-driven brand, emphasizing the importance of organic growth, customer engagement, and maintaining authenticity in product development.
(02:28:41) - 𝕏 Timeline Reactions

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

Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN May 19, 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.

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

Google I/O Reactions, Birth Rate Debates, Spotify's New Icon | Jim Belosic, Aidan Dewar, Fai Nur, Tanay Tandon, Ajeya Cotra, Philip Inghelbrecht May 19, 2026

Show notes

(00:09) - Google I/O Reactions
(24:14) - Karpathy Joins Anthropic
(28:29) - Reactions to Spotify's New Icon
(33:49) - Birth Rate Debates
(45:18) - Jim Belosic, CEO and founder of SendCutSend, a company specializing in on-demand manufacturing services, discusses the recent achievement of securing a $110 million investment, valuing the company at $1 billion. He shares plans to utilize the funds to expand operations, including hiring additional staff and enhancing software capabilities, aiming to establish facilities near major metropolitan areas to expedite service delivery. Belosic also highlights the company's commitment to supporting STEM education through a $1 million sponsorship program, providing resources and expertise to engineering students and educators.
(01:04:18) - Aidan Dewar, co-founder and CEO of Nourish, discusses the company's mission to address chronic diseases through dietitian-led metabolic clinics that combine a vast network of registered dietitians with virtual medical care, including lab interpretations and medication management. He emphasizes the importance of pairing GLP-1 medications with behavioral changes to achieve sustainable health outcomes, noting that patients working with Nourish dietitians while on GLP-1s lost 33% more weight than those using the medication alone. Dewar also highlights the company's recent $100 million Series C funding, aimed at expanding their services and integrating AI technology to enhance patient care.
(01:12:41) - Fai Nur, CEO and co-founder of Status, discusses the app's rapid growth, reaching a million users in 19 days, and its appeal to young users seeking immersive, gamified social experiences. She highlights Status's monetization through in-app purchases and subscriptions, achieving millions in annual recurring revenue and a tenfold increase in revenue in Q1 2026. Nur also addresses the platform's use of AI to create user-generated worlds, emphasizing its role in offering unique experiences that complement traditional entertainment.
(01:22:57) - Tanay Tandon, CEO of Kamir, discusses the company's recent $70 million funding round at a $7 billion valuation, aimed at accelerating R&D for their language model-powered EMR platform and voice agents. He highlights the trillion-dollar administrative burden in the U.S. healthcare system and how Kamir's AI solutions automate tasks like claims processing and documentation to reduce costs and improve efficiency. Tandon also addresses the rapid adoption of language models in healthcare, the potential for AI to empower independent practices, and the evolving dynamics between providers and payers.
(01:33:02) - Ajeya Cotra, a technical staff member at METR with a background in AI safety, discusses her role in leading the Frontier Risk Report, which assesses misalignment risks in advanced AI systems. She explains METR's mission to develop measurement tools for tracking AI capabilities and motivations, and describes the collaboration with companies like Google, OpenAI, Meta, and Anthropic to evaluate their internal models and alignment processes. Cotra also highlights the importance of establishing robust, independent auditing practices to monitor and mitigate potential risks from misaligned AI agents.
(01:48:11) - Philip Inghelbrecht, a Belgian-born entrepreneur and CEO of Tatari, a company specializing in technology for TV advertising, discusses his journey from co-founding Shazam in 1999 to leading Tatari. He highlights the challenges and innovations in TV advertising, emphasizing the importance of measuring real outcomes and the integration of AI in media planning. Inghelbrecht also reflects on the evolution of TV advertising, noting the shift from traditional methods to data-driven strategies that bridge the gap between linear and streaming TV.

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

Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN May 18, 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.

Leopold's 13F, Data Center Fixes, Shein Buys Everlane | Mike Isaac, Rowan Trollope, Dean Leitersdorf, Joanna Stern May 18, 2026

Show notes

(00:17) - Jury Rules Against Musk
(02:23) - Leopold's Situational Awareness 13F Is Out
(16:03) - Data Center Backlash Gets Serious
(44:47) - Mike Isaac, a technology reporter at The New York Times, discusses Elon Musk's lawsuit against OpenAI, highlighting Musk's strategy of using memorable phrases like "you can't steal a charity" to appeal to jurors unfamiliar with nonprofit contract law. He notes that OpenAI's defense centered on the statute of limitations, a more technical argument that ultimately swayed the jury's decision. Isaac also mentions the unexpected nature of the verdict and the various protest groups outside the courtroom.
(01:07:52) - Rowan Trollope is the CEO of Redis, where he leads the company’s efforts to expand the popular in-memory database platform into a broader real-time data and AI infrastructure business. He previously held senior leadership roles at Cisco and Five9, and is known for scaling enterprise software and cloud communications companies.
(01:28:26) - Shein Buys Everlane
(01:39:04) - Dean Leitersdorf is the co-founder and CEO of Decart, an AI company focused on generative models and real-time AI infrastructure. He works on building systems that make advanced AI applications faster, more interactive, and easier to deploy at scale.
(01:54:56) - Protein Shortage
(02:04:02) - Joanna Stern is a senior personal technology columnist at The Wall Street Journal, where she covers consumer technology, AI, gadgets, and the impact of tech on everyday life. She is also the author of I Am Not a Robot, a book exploring the increasingly blurred line between humans and machines in the age of AI.

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

SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN May 15, 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.

$9M Buffett Dinner, AI Monets, Patek Scarcity, Late-Career Founder, WSJ Mansion Section, 𝕏 Timeline Reactions | Rahul Sonwalkar May 15, 2026

Show notes

(00:19) - 𝕏 Timeline Reactions w/ Rahul Sonwalkar, founder and CEO of Julius AI, a startup building AI-powered tools for data analysis and quantitative reasoning. The company focuses on making it easier for users to analyze spreadsheets, generate visualizations, and interact with data using natural language.
(01:10) - Dine with Warren Buffet for $9M
(05:35) - Typing Loses Ground to Whispering
(16:00) - AI Monet Paintings
(28:12) - 𝕏 Timeline Reactions
(51:02) - Patek Chooses Scarcity Over Scale
(58:52) - WSJ Mansion Section
(01:21:01) - 67 Year Old Founder
(01:27:40) - 𝕏 Timeline Reactions
(01:34:23) - SpaceX Speeds Up IPO Timeline
(01:36:04) - Ackman Takes Microsoft Stake
(01:38:41) - 𝕏 Timeline Reactions

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

Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN May 14, 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.

Cerebras IPO, WarshTime, General Catalyst Ad Reactions | Andrew Feldman, Amy Reinhard, Ben Hylak, Doug O'Laughlin, Eric Vishria, Steve Vassallo May 14, 2026

Show notes

(01:04) - Cerebras IPO
(21:36) - Warsh Confirmed as FED Chair
(30:51) - Amy Reinhard is the President of Advertising at Netflix, where she leads the company’s global ads business and monetization strategy. She oversees Netflix’s push into ad-supported streaming, partnerships with advertisers, and the development of new advertising products and measurement capabilities.
(45:46) - General Catalyst Ad Reactions
(01:03:38) - Ben Hylak is the founder and CEO of Raindrop, a relationship management platform designed to help people strengthen and maintain personal and professional connections. He focuses on building consumer software that uses AI and thoughtful design to make networking and relationship-building more natural, proactive, and human-centered.
(01:29:03) - Doug O'Laughlin is an analyst and writer at SemiAnalysis, where he covers AI infrastructure, semiconductors, cloud computing, and hyperscaler economics. He is known for deep technical and financial breakdowns of GPUs, data centers, and the companies shaping the AI compute stack.
(02:23:13) - Andrew Feldman is the co-founder and CEO of Cerebras Systems, an AI hardware company building wafer-scale processors designed for large-scale AI training and inference. He previously co-founded SeaMicro, which was acquired by AMD, and focuses on rethinking compute architecture for the era of massive machine learning models.
(02:42:27) - Eric Vishria is a general partner at Benchmark focused on early-stage software and AI investments. Before joining Benchmark, he held product and operating roles at companies including RockMelt and Google, and is known for working closely with founders on product strategy, growth, and company building.
(02:56:51) - Steve Vassallo is a general partner at Foundation Capital focused on enterprise software, AI, and frontier technologies. He works closely with technical founders building infrastructure and developer-focused companies, and is known for backing ambitious startups at the earliest stages.

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

Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN May 13, 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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected