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OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN Mar 06, 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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GPT-5.4 Reviews, Oil Spikes, Anthropic's TGIF | Doug DeMuro, Vincenzo Landino, Max Hodak Mar 06, 2026

Show notes

(00:57) - GPT-5.4 Reviews
(19:52) - February Jobs Report
(23:17) - Iran Conflict Reshaping Global Capital Flows
(29:49) - 𝕏 Timeline Reactions
(34:14) - U.S. Nationalization: A Short History
(52:30) - Dario Apologizes for Leaked Memo
(58:45) - WSJ Mansion Section
(01:23:32) - Vacheron: Culture Over Volume
(01:31:10) - 𝕏 Timeline Reactions
(01:41:12) - Vincenzo Landino is an entrepreneur, speaker, and host of the Brand Boost Podcast, as well as the co-founder and Creative Director of Aftermarq, a video strategy consultancy specializing in brand storytelling through video and live streaming. He discusses Apple's strategic partnership with Formula 1, highlighting how Apple leverages its extensive ecosystem—including devices like iPhones, iPads, and services such as Apple TV—to enhance the F1 fan experience. Landino also explores the integration of F1 content across Apple's platforms, such as detailed circuit maps in Apple Maps and driver-curated playlists on Apple Music, emphasizing the company's innovative approach to engaging both existing fans and newcomers to the sport.
(02:01:30) - Doug DeMuro, an American automotive YouTuber and entrepreneur, is renowned for his in-depth car reviews and as the founder of the online auction platform Cars & Bids. In the conversation, DeMuro discusses Ferrari's upcoming electric vehicle, expressing skepticism about its design and performance, and highlighting the challenges of electric sports cars in the current market.
(02:40:21) - Max Hodak, a biomedical engineer and entrepreneur, co-founded Neuralink with Elon Musk in 2016 and served as its president until his departure in 2021. He then founded Science Corp., focusing on developing brain-computer interfaces to restore vision. In the conversation, Hodak discusses the company's retinal prosthesis, a chip implanted in the eye that, in clinical trials, enabled patients with age-related macular degeneration to regain the ability to read and recognize faces after years of blindness.
(02:57:23) - 𝕏 Timeline Reactions

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Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN Mar 05, 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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Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack, Cameron McCord, Max Haot, Christian Howell Mar 05, 2026

Show notes

(01:30) - Daniel Gross's AGI Trades
(47:18) - 𝕏 Timeline Reactions
(01:03:45) - SpaceX 1.75T IPO
(01:14:36) - 𝕏 Timeline Reactions
(01:20:05) - Mark Gurman, a technology journalist at Bloomberg known for his accurate Apple product predictions, discusses Apple's recent product launches, including the iPhone 17e, iPad Air M4, MacBook Pro with M5 Pro and M5 Max chips, and the MacBook Neo. He highlights the strategic timing of these releases to meet pent-up demand and boost Apple's quarterly performance, noting the MacBook Neo's potential to disrupt the budget laptop market with its $600 price point. Gurman also touches on Apple's AI strategy, mentioning delays in the Gemini-powered Siri rollout and the company's cautious approach to AI hardware, emphasizing the challenges of entering the hardware market and the importance of privacy considerations.
(01:44:56) - Dan Primack, business editor at Axios and author of the daily Axios Pro Rata newsletter, discusses the current state of the venture capital (VC) industry, noting that median returns have fallen below major stock indices over the past 25 years, with top-tier funds performing well but a significant influx of capital leading to mediocre returns for many. He highlights the blurring lines within VC, as investments range from early-stage startups to massive funding rounds for established companies, and points out that the traditional reasons for companies to go public—raising capital and providing liquidity—are now often addressed through private markets and secondary transactions, leading many firms to delay or avoid IPOs. Additionally, Primack observes that while some limited partners are reducing their exposure to VC, new sources of capital, including defined contribution plans, are entering the market, potentially exacerbating the disparity between top-performing funds and the rest.
(02:13:33) - Max Haot, CEO of Vast, discusses his transition from internet entrepreneurship to leading a space station company aiming to replace the International Space Station (ISS) with the world's first commercial space station, Haven-1, set to launch in Q1 next year. He highlights Vast's proactive approach in building the station ahead of securing contracts, emphasizing the need for a permanent American presence in space to succeed the aging ISS. Haot also mentions the company's recent $500 million funding round, bringing total investments to over $900 million since 2001, and outlines plans to support international space agencies and develop an orbital economy through in-space manufacturing.
(02:29:11) - Christian Howell, CEO of Cognito Therapeutics, is a former U.S. Navy officer with over 20 years of experience in the medical device industry. He discusses the company's development of a non-invasive therapy using light and sound stimulation to enhance gamma frequency brain activity, aiming to slow cognitive decline in Alzheimer's patients. Howell highlights the therapy's potential to preserve brain function and structure, emphasizing its accessibility for home use and the company's commitment to addressing the urgent need for effective Alzheimer's treatments.
(02:42:44) - Cameron McCord, co-founder and CEO of Nominal, a company specializing in software solutions for hardware testing and operations, announced an $80 million funding round led by Founders Fund, valuing the company at $1 billion. He discussed how Nominal's platform supports hardware engineering teams by providing a unified system for testing and operations, enabling faster and more reliable validation of mission-critical systems. McCord also highlighted the company's rapid growth, including a sevenfold increase in revenue year-over-year and expansion into international markets.

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Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN Mar 04, 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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New Apple Products, Anthropic's Strategy, Why AI Costs Don’t Hurt Apple | Dean Ball, Scott Kupor & Jared Isaacman, Adam Bry, Matteo Franceschetti, Dillon Rolnick Mar 04, 2026

Show notes

(00:57) - New Apple Products
(08:53) - How is Apple Unaffected by AI Costs?
(34:13) - Sam Altman Defends Pentagon Deal
(38:14) - Anthropic's Strategy
(45:43) - 𝕏 Timeline Reactions
(01:01:05) - Dean Ball, a senior fellow at the Foundation for American Innovation and former Senior Policy Advisor for AI at the White House Office of Science and Technology Policy, discusses the complexities of AI regulation, emphasizing the need for balanced, technocratic oversight to prevent extreme outcomes like total decentralization or nationalization. He critiques the government's punitive approach toward companies like Anthropic for contract disputes, advocating instead for modest regulations that allow private AI firms to operate independently while ensuring public oversight. Ball also highlights the importance of maintaining trust in American AI companies internationally by avoiding actions that could erode their perceived independence from the U.S. military.
(01:30:17) - Scott Kupor & Jared Isaacman. Scott Kupor is the Managing Partner at Andreessen Horowitz (a16z), where he oversees the firm’s operations and has led investments across enterprise software, fintech, and marketplaces. He is also the author of Secrets of Sand Hill Road, a guide to how venture capital works and how startups raise funding. Jared Isaacman is an entrepreneur, pilot, and commercial astronaut. He founded the payments company Shift4 and later commanded the Inspiration4 mission, the first all-civilian orbital spaceflight. He is also the founder of the Polaris Program, a series of private human spaceflight missions conducted with SpaceX.
(01:47:31) - Adam Bry, co-founder and CEO of Skydio, discusses the company's position as the largest U.S. drone manufacturer, emphasizing their focus on AI and autonomy since its inception in 2014. He highlights the transformative role of autonomous drones in law enforcement, particularly through the "drone as first responder" program, which has led to significant reductions in crime rates in cities like San Francisco. Bry also addresses the importance of transparency in drone usage, advocating for public awareness and accountability to ensure responsible deployment of this technology.
(02:06:47) - Matteo Franceschetti, co-founder and CEO of Eight Sleep, a company specializing in sleep fitness technology, discusses the company's recent $50 million funding round led by Tether Investments, their profitability, and plans for international expansion into China and Brazil. He highlights the development of new hardware products, the pursuit of FDA approval for sleep apnea detection and mitigation technologies, and the company's commitment to enhancing sleep quality through innovative solutions. Additionally, Franceschetti shares insights into global sleep patterns, noting that Australians, particularly those on the coast, exhibit the highest sleep quality among their users.
(02:16:57) - Dillon Rolnick, CEO of Nous Research, discusses his company's commitment to advancing open-source AI by developing tools like the Hermes agent, which integrates coding capabilities with platforms like OpenClaw to enhance user interaction with AI. He highlights the growing interest in AI agents that perform tasks autonomously, allowing users to delegate work and receive completed outputs, and emphasizes the importance of making these tools accessible and cost-effective to bridge the gap between AI capabilities and user awareness. To foster innovation and community engagement, Nous Research is organizing an online hackathon to explore diverse applications of their AI tools.
(02:25:21) - 𝕏 Timeline Reactions

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Netflix’s Next Move, Zuck’s $170B Florida Mansion, the Billionaire Tax Push | Diet TBPN Mar 03, 2026

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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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Ellison's Media Empire, Ken Burns Joins, Cursor Mic Drop | Matthew Belloni, Gokul Rajaram, Nik Seetharaman, Raj Rajamani, James Everingham, Dr. Felix Ejeckam Mar 03, 2026

Show notes

(01:47) - Ellison's Media Empire
(18:06) - 𝕏 Timeline Reactions
(21:21) - Cursor Mic Drop
(26:16) - Zuck's $170M Mansion
(29:29) - Matthew Belloni, a former entertainment attorney and editorial director of The Hollywood Reporter, is a founding partner of Puck, a digital media company covering Hollywood, Silicon Valley, Washington, and New York. In the conversation, he discusses the significant changes in Hollywood over the past five years, including the end of the peak TV era, the Netflix correction leading to a content recession, and the impact of the 2023 labor strike, all contributing to a period of uncertainty and disruption in the industry. He also highlights the trend of productions moving overseas due to aggressive incentives, such as the UK's 40% incentive on above-the-line costs, which substantially reduces production expenses.
(01:00:33) - 𝕏 Timeline Reactions
(01:13:39) - Ken Burns is an acclaimed American documentary filmmaker renowned for his in-depth explorations of U.S. history and culture, with notable works like *The Civil War*, *Baseball*, and *The American Revolution*. In the conversation, Burns reflects on his early inspirations, including the profound impact of his mother's death and his father's emotional response to a film, which led him to pursue filmmaking. He discusses his commitment to public broadcasting, emphasizing the creative control and time it affords him to produce comprehensive documentaries, and highlights the importance of embracing technological advancements while maintaining narrative integrity.
(01:49:45) - Gokul Rajaram, a seasoned technology executive and investor, has held pivotal roles at companies like Google, Facebook, Square, and DoorDash, and currently serves on the boards of Coinbase, Pinterest, and The Trade Desk. In the conversation, he discusses the evolving landscape of software, emphasizing the need for companies to adapt to AI advancements, the challenges of building liquidity in marketplaces, and the importance of effective board composition and engagement.
(02:11:54) - 𝕏 Timeline Reactions
(02:21:11) - Nik Seetharaman, founder and CEO of Wraithwatch, has an extensive background in cybersecurity, having served as CIO at Anduril Industries, led cyber defense teams at SpaceX and Palantir, and conducted advanced cyber warfare operations with the U.S. Special Operations Command. He discusses the challenges in cybersecurity, emphasizing the need for autonomous defense systems to counter rapidly evolving AI-driven cyber threats. Seetharaman highlights Wraithwatch's recent $30 million federal contract to deploy its AI-powered cyber defense platform across multiple U.S. government agencies, aiming to provide continuous defensive counterpressure against emerging threats.
(02:35:30) - Raj Rajamani, co-founder and CEO of JetStream Security, recently announced the company's emergence from stealth mode and its successful $34 million seed funding round led by Redpoint Ventures and the CrowdStrike Falcon Fund. JetStream aims to address the AI trust problem in enterprises by providing AI governance tools, including AI Blueprints, which serve as operational contracts for AI workflows to ensure transparency and control. Rajamani emphasized the importance of understanding and managing AI systems to scale their adoption responsibly, highlighting that the company is already engaging with Fortune 500 clients and plans to expand its team to meet growing demand.
(02:44:04) - James Everingham, CEO of GIL AI, discusses the challenges of managing proliferating AI agents within company infrastructures, emphasizing the need for governance, control, and observability to prevent operational chaos. He highlights the importance of cost management, citing instances where uncontrolled agent usage led to budget overruns, and notes that both small and large companies are rapidly adopting AI agents, with tech-forward industries leading the charge. Everingham also introduces Agent Hub, a platform for sharing and deploying agents, and announces GIL AI's recent $44 million funding round led by Google Ventures.
(02:55:59) - Dr. Felix Ejeckam, founder and CEO of Akash Systems, discusses the company's development of diamond-cooled servers designed for AI and cloud service providers. By integrating synthetic diamond, the most thermally conductive material, directly onto GPUs, Akash's technology reduces temperatures by 10-15°C, enhancing performance and lowering cooling costs. This innovation allows servers to operate efficiently even in ambient temperatures up to 120°F without the need for liquid cooling or air conditioning.
(03:07:05) - 𝕏 Timeline Reactions

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Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN Mar 02, 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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