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AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN Mar 31, 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.

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AI Is Coming for Your Memes, Axios NPM Package Compromised, Claude Code Source Code Leak | Alex Pruden, Qasar Younis, Sebastian Mallaby, Forrest Heath, Dino Mavrookas, Will Ahmed, Jannick Malling, Ryan Daniels, Chris Yu Mar 31, 2026

Show notes

(01:47) - AI Is Coming for Your Memes
(11:42) - Axios NPM Package Compromised
(23:17) - Claude Code Source Code Leak
(34:36) - Google: Quantum Threat to Crypto is Real
(42:16) - Timeline Reactions
(57:57) - Alex Pruden, a former Army Green Beret and Stanford graduate, is the CEO and co-founder of Project Eleven, a company dedicated to securing digital assets against emerging quantum computing threats. He discusses the urgency of addressing vulnerabilities in blockchain cryptography, emphasizing that recent advancements in quantum computing have significantly lowered the threshold for potential attacks on systems like Bitcoin. Pruden highlights the need for proactive measures to transition to quantum-resistant cryptographic standards to safeguard the future of decentralized networks.
(01:16:37) - Qasar Younis, CEO of Applied Intuition, discusses the company's $15 billion valuation and its mission to integrate AI into physical machines across various industries. He highlights a recent partnership with LG Innotek to develop cost-effective self-driving technologies, emphasizing the shift from research to engineering in autonomous systems. Younis also notes the importance of shared learning across sectors like mining and trucking to enhance AI models, and underscores the company's capital efficiency and strategic approach to scaling AI solutions in the physical world.
(01:31:51) - Sebastian Mallaby, an English journalist and author, is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations. In his conversation, he discusses his latest book, "The Infinity Machine," which explores the life of Demis Hassabis and the development of artificial intelligence at DeepMind. Mallaby shares insights into his research process, including extensive interviews with Hassabis, and reflects on the rapid advancements in AI and their broader implications.
(02:02:30) - Forrest Heath, founder of Somos, discusses his journey from dropping out of high school and moving to Medellín, Colombia, to building a company that provides high-speed, low-cost internet infrastructure in Latin America. He explains how Somos constructs its own infrastructure, including nationwide backbones and custom Wi-Fi routers, to deliver gigabit connections at affordable prices. Heath also highlights the potential for Latin America to leapfrog traditional telecom systems, positioning the region at the forefront of internet infrastructure development.
(02:12:46) - Dino Mavrookas, co-founder and CEO of Saronic Technologies, discusses the company's recent $1.75 billion financing round, emphasizing plans to accelerate production and delivery of autonomous surface vessels to the U.S. and its allies. He highlights the development of the 180-foot unmanned ship, Marauder, and the Corsair platform, with production already in the thousands. Mavrookas also outlines intentions to invest billions in new shipyards, aiming to revitalize the U.S. shipbuilding industry and create thousands of jobs.
(02:20:29) - Will Ahmed, founder and CEO of WHOOP, discusses the company's recent $575 million Series G financing round, highlighting the addition of investors like LeBron James and Cristiano Ronaldo. He emphasizes WHOOP's expansion into 60 markets, its evolution into a comprehensive health platform with medical-grade technology, and plans to enhance brand awareness through increased marketing efforts. Ahmed also outlines the company's commitment to advancing product accuracy and functionality, aiming to make the device smaller and smarter while integrating more health monitoring capabilities.
(02:31:49) - Jannick Malling, co-founder and co-CEO of Public.com, discusses the launch of AI Agents for investing, a feature that allows users to automate portfolio strategies directly within the Public app. These AI Agents can monitor markets, move funds, and execute trades based on user-defined instructions, enhancing the investing experience by shifting from manual order entries to intent-based automation.
(02:43:21) - Ryan Daniels, founder of Crosby, a law firm integrating advanced AI technologies, discusses the firm's recent $60 million Series B funding and achieving over $1 billion in client contracts. He highlights the firm's strategy of employing AI agents to handle entire legal tasks end-to-end, emphasizing the importance of combining technological advancements with human expertise to enhance legal services. Daniels also addresses the evolving role of lawyers in the age of AI, underscoring the need for legal professionals to focus on client interactions and effectively collaborate with engineers to develop better legal technologies.
(02:52:31) - Chris Yu, co-founder and president of Also, discusses the company's mission to electrify small form-factor vehicles, such as e-bikes and pedal quads, by applying the Rivian or Tesla playbook to these smaller modes of transportation. He highlights partnerships with Amazon and DoorDash to deploy these vehicles, emphasizing their suitability for dense urban environments and the potential for autonomy. Yu also elaborates on the collaborative relationship with Rivian, sharing technical architectures and commodities like battery cells, while adopting a contract manufacturing model for assembly to accommodate the unique needs of smaller-scale products.

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Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN Mar 30, 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

AppLovin - https://axon.ai

Cognition - https://cognition.ai

Console - https://console.com

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ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Graphite - https://graphite.com

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

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Follow TBPN:

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

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race Mar 30, 2026

Show notes

This is our full interview with Tae Kim, recorded live on TBPN.

We discuss why he believes fears around Nvidia and AI infrastructure are overblown despite recent market pullbacks, unpack how exploding inference demand from coding agents and enterprise adoption is driving a sustained compute shortage that Nvidia is uniquely positioned to capture after locking up key supply, and debate what this next wave of AI means for everything from GPU scarcity and chip strategy to token demand, vertical agents, and whether the current boom is the early innings of a multi-year expansion or the setup for a future compute glut.

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The Lawyer Who Beat Meta and Google, Revisiting The Jetsons, Japan Twitter | Tae Kim, Logan Bartlett, Sam Stephenson, Ben Broca, Brett Adcock, Andrei Serban Mar 30, 2026

Show notes

(01:49) - The Lawyer Who Beat Meta and Google
(15:44) - The Social Media Addiction Placebo Controlled Trial
(32:54) - Revisiting The Jetsons
(42:16) - What I Hate Most About Hotel Room Tech
(48:37) - Sysco to Acquire Restaurant Depot
(51:08) - Office Chair Racing
(01:00:08) - Tae Kim, a financial analyst and founder of the newsletter "Key Context," discusses the recent volatility in Nvidia's stock, attributing it to cyclical market fears rather than fundamental issues, and highlights the company's strategic acquisitions and partnerships, such as with Groq, to meet surging AI inference demand. He emphasizes Nvidia's proactive supply chain management and strong relationships with TSMC to secure wafer allocations, positioning the company to capitalize on the growing AI market. Additionally, Kim notes the increasing demand for CPUs driven by AI agents, suggesting a significant trend in the tech industry.
(01:30:37) - Logan Bartlett, Managing Director at Redpoint Ventures, discusses the disconnect between public and private market valuations in the software industry, highlighting how public software companies trade at lower multiples compared to their private counterparts. He attributes this to public investors' concerns over stock-based compensation and questions about the long-term terminal value of these businesses. Bartlett also emphasizes the cultural challenges incumbent companies face in adapting to rapid technological shifts, particularly in integrating AI capabilities, which may hinder their ability to capture new market opportunities.
(02:09:37) - Sam Stephenson, co-founder and CTO of Granola, an AI-powered meeting notepad, discusses the company's recent $125 million Series C funding led by Index Ventures, bringing its valuation to $1.5 billion. He highlights Granola's evolution from a personal note-taking app to an enterprise solution, emphasizing the importance of capturing meeting contexts to enhance company operations. Stephenson also addresses the challenges of integrating AI into meeting tools, noting the complexities of understanding social nuances and the necessity of building features that seamlessly fit into users' workflows.
(02:23:38) - Ben Broca, founder of Polsia, discusses his AI platform that autonomously builds and manages companies by handling tasks such as product development, marketing, and customer support. He emphasizes the importance of configuring AI models with the right tools and orchestration to achieve desired outcomes, and highlights that while AI can automate operational tasks, human input remains crucial for aspects like branding and understanding market trends. Broca also shares that Polsia has rapidly grown, with over 500 companies utilizing the platform, and mentions the intentional naming of Polsia as "AI Slop" spelled backward to spark conversation.
(02:34:28) - Brett Adcock, founder and CEO of Figure AI, has launched Hark, an AI lab focused on developing advanced personalized intelligence by integrating multimodal AI models with next-generation hardware interfaces. In the conversation, Adcock discusses the limitations of current AI systems and devices, emphasizing the need for proactive, personalized AI that can interact naturally through speech, text, and vision, and highlights Hark's efforts to address these gaps by building both the models and hardware interfaces necessary for a seamless AI experience.
(02:44:47) - Andrei Serban is the founder and CEO of Console, an AI-driven platform that automates IT support tasks directly within communication tools like Slack. In the conversation, he discusses Console's recent launch of "Assistant," a feature that automates complex, multi-system tasks such as investigating internet outages and deploying software updates. He also highlights how Assistant enables IT teams to build their own integrations, allowing for rapid adaptation to specific needs without extensive engineering resources.

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Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN Mar 27, 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.

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Figma - https://figma.com

Graphite - https://graphite.com

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Plaid - https://plaid.com

Public - https://public.com

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$2B Allergy Drug, ChatGPT Ads, Mansion Section | Billy Boman, Benjamin Miller, Faris Sbahi, Evan Loomis, Anvisha Pai, Ryan Tseng Mar 27, 2026

Show notes

(01:53) - Novartis to Buy Excellergy for $2B
(11:04) - 𝕏 Timeline Reactions
(24:08) - Anthropic Stories
(33:06) - Mansion Section
(54:23) - Billy Boman, an AI visual creator and educator, discusses his journey from a creative upbringing and formal design education to roles in fashion and tech, culminating in his current focus on AI-driven content creation. He highlights his work on high-profile projects, including AI-generated commercials and music videos, and emphasizes the transformative impact of AI on the creative industry. Boman also shares insights into his teaching role at Berghs School of Communication, where he integrates AI tools into the curriculum to prepare students for the evolving landscape of digital storytelling.
(01:27:27) - Benjamin Miller, co-founder and CEO of Fundrise, discusses the company's mission to democratize real estate investing through technology, making high-quality investments accessible to a broader audience. He highlights the recent public listing of the Fundrise Innovation Fund (VCX) on the New York Stock Exchange, emphasizing its role in providing investors with exposure to private technology companies. Miller also elaborates on Fundrise's strategic approach to venture capital, focusing on building relationships with top private companies and leveraging their extensive customer base to add value beyond capital investment.
(01:48:47) - Faris Sbahi, Founder and CEO of Normal Computing, discusses how his company collaborates with leading semiconductor firms to design custom silicon and is developing ultra-efficient ASICs focused on energy efficiency. He highlights the industry's shift towards heterogeneous computing, emphasizing the need for specialized chips tailored to specific workloads, and introduces thermodynamic computing as a novel approach to enhance energy efficiency in AI workloads. Sbahi also announces a $50 million accelerator round led by Samsung to further these initiatives.
(01:55:38) - Evan Loomis, General Partner at Overmatch Ventures and co-founder of ICON, discusses the firm's recent $250 million fund closure aimed at investing in deep tech, defense, and space sectors, with plans to build a concentrated portfolio of approximately 25 companies. He emphasizes the urgency for the U.S. to lead in critical technologies like artificial intelligence and advanced defense systems, expressing confidence in the nation's innovative capacity despite current challenges. Loomis also highlights ICON's achievements, including 3D-printing the first home in the U.S. and collaborating with NASA to construct a lunar habitat.
(02:04:18) - Anvisha Pai, founder and CEO of Moda, discusses the launch of Moda, an AI design tool that enables non-designers to create fully editable slides, social graphics, and landing page mockups. Unlike other AI design tools, Moda offers a fully editable canvas, allowing users to adjust text boxes and move elements freely. The company recently announced a $7.5 million funding round led by General Catalyst, with participation from the founder of Dropbox, Arash Ferdowsi.
(02:18:13) - Ryan Tseng, President, Co-Founder, and Chief Strategy Officer of Shield AI, a defense technology company specializing in AI-powered autonomous systems, announced the completion of a $2 billion financing round at a $12.7 billion valuation and the acquisition of Echelon Technologies, a leader in physics-based simulation for high-end aviation training. He discussed the company's mission to protect service members and civilians through advanced aircraft and AI pilots, emphasizing the importance of autonomy in modern defense operations. Tseng also highlighted the integration of Echelon's simulation capabilities to enhance the development and deployment of autonomous systems, aiming to accelerate the proliferation of high-performance, high-assurance autonomy in defense applications.

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Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

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NYSE - https://nyse.com

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Public - https://public.com

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

How I Built and Sold SALT & STONE Mar 26, 2026

Show notes

This is our full interview with Nima Jalali, recorded live on TBPN.

We discuss how he went from pro snowboarder to building one of the fastest-growing personal care brands in the market, unpack why relentless product obsession, profitability from day one, and brand building over playbook thinking helped the company scale to $165 million in revenue, and debate what aspiring consumer founders can learn from his unconventional path on everything from product development and retail expansion to focus, funding, and building a legacy brand that can last for generations.

Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN Mar 26, 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

AppLovin - https://axon.ai

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com