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FULL INTERVIEW: Ben Thompson on Why Anthropic is Wrong Mar 02, 2026

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This is our full interview with Ben Thompson, recorded live on TBPN.

We discuss his essay on Anthropic, why AI is colliding with hard questions about state power, surveillance, and military leverage, whether private labs can realistically defy governments when AI becomes a true source of geopolitical power, and how trade offs around Taiwan, chips, and democratic accountability could shape the next phase of the AI era far more than abstract debates about safety in the lab.

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 podcast platforms immediately after.

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

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Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN Feb 26, 2026

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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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NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal Feb 26, 2026

Show notes

(01:10) - NVIDIA Earnings Recap
(09:07) - NVIDIA Earnings: 𝕏 Timeline Reactions
(18:05) - 𝕏 Timeline Reactions with John Palmer
(59:35) - 𝕏 Timeline Reactions
(01:13:02) - Sammy Azdoufal, an AI strategist, discovered a significant security flaw in DJI's Romo robot vacuums while attempting to control his own device using a PlayStation 5 controller. By reverse-engineering the vacuum's communication protocols, he inadvertently gained access to approximately 7,000 devices worldwide, enabling him to view live camera feeds, listen through microphones, and access detailed floor plans of strangers' homes. Azdoufal responsibly reported the vulnerability to DJI, which issued patches to address the issue, though some concerns remain unresolved.
(01:25:59) - Kenn Ricci, an American aviation entrepreneur and chairman of Flexjet, began his career through the Air Force ROTC program in the late 1970s, which enabled him to attend the University of Notre Dame. After serving in the Air Force and experiencing the instability of pilot employment, he purchased a charter company for $27,500, leveraging the company's existing funds and a $500 loan from his father. This acquisition marked the start of his business career, leading to the formation of Corporate Wings and subsequent ventures in the aviation industry.
(01:55:56) - Howard Marks, co-founder and co-chairman of Oaktree Capital Management, is renowned for his expertise in market cycles and contrarian investing. He discusses how markets oscillate around a trend line due to human psychology, leading to periods of overvaluation driven by excessive optimism and undervaluation spurred by undue pessimism. Marks emphasizes the importance of recognizing these cycles, advocating for a contrarian approach: exercising caution during market euphoria and seizing opportunities when fear prevails.
(02:32:20) - Demi Guo, co-founder and CEO of Pika, an AI-powered video creation platform, discusses the launch of "AI selves," a feature that allows users to create personalized AI avatars capable of assisting with tasks like helping family members with technical issues or providing professional advice. These AI selves are designed to be available 24/7, offering users an ever-present extension of themselves. Guo explains that the AI learns from user interactions and data inputs to accurately represent the individual, enhancing both personal and professional engagements.
(02:39:44) - Yash Patil, CEO of Applied Compute, discusses the company's focus on developing specific intelligence for enterprises by capturing latent knowledge and integrating it into agentic workforces. He emphasizes the importance of creating proprietary, in-house agents tailored to a company's unique expertise, as opposed to relying on general AI models. Patil also highlights the significance of continual learning and efficient reinforcement learning to adapt these agents to enterprise-specific tasks.
(02:47:44) - Scott Morton, founder and CEO of Revel, discusses the company's recent $150 million Series B funding led by Index Ventures, aimed at modernizing outdated hardware control and test software. Drawing from his nine and a half years at SpaceX, where he developed mission-critical systems, Morton highlights Revel's platform that transforms control software from a development bottleneck into an accelerant. He also mentions partnerships with companies like Impulse Space and Radiant Nuclear, and the creation of a proprietary programming language designed to eliminate common errors in hardware control systems.
(02:54:49) - Fan-Yun Sun, co-founder and CEO of Moonlake AI, discusses the company's innovative approach to creating interactive 2D and 3D game worlds using AI-driven world models. He explains that their platform leverages logic and symbolic representations, such as code, to encode the deterministic aspects of the world, while employing pixel priors for rendering, allowing for the generation of complex, interactive environments from natural language prompts. Sun also highlights Moonlake's ambition to empower creators by enabling them to monetize their ideas without being limited by technical skills, aiming to shift the focus from technical expertise to creative vision.
(03:01:43) - Adam Draper, a fourth-generation venture capitalist and founder of Boost VC, discusses his firm's commitment to investing in deep tech startups, emphasizing their focus on frontier technologies like aerospace, robotics, and AI. He highlights Boost VC's strategy of leading pre-seed rounds with $500,000 checks, aiming to support audacious founders turning seemingly impossible ideas into reality. Draper also shares his personal inspiration for fostering innovation, including his dream of building an Iron Man suit, which drives his passion for backing groundbreaking sci-fi technologies. Doug Bernauer is a software engineer and startup operator focused on AI infrastructure and developer tooling. He works on building practical, production-ready systems around large language models, with an emphasis on performance, reliability, and applied machine learning.
(03:27:11) - Google's Nano Banana 2
(03:31:51) - Block Cuts 20% of Workforce

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Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN Feb 25, 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.

TBPN is made possible by:

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Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe Feb 25, 2026

Show notes

(00:50) - How Fed is Thinking About AI Adoption
(19:45) - Trump's Power Play on Big Tech
(26:22) - 𝕏 Timeline Reactions
(39:51) - Anthropic's New Stance on Safety
(56:40) - 𝕏 Timeline Reactions
(01:13:21) - Maxwell Meyer, a Stanford-educated geophysicist and former editor of the Stanford Review, is the founder and editor of Arena Magazine, a Texas-based, reader-supported technology publication launched in 2024. In the conversation, Meyer discusses Arena's latest issue, which explores themes of espionage and space, highlighting advancements in satellite technology and intelligence collection. He also shares insights into the magazine's editorial approach, emphasizing high-quality print content and a focus on pro-technology and pro-capitalism narratives.
(01:33:48) - Ben Lerer, Managing Partner at Lerer Hippeau, discusses the transformative impact of artificial intelligence on the film industry, highlighting the emergence of AI-driven studios like Staircase Studios AI, which aim to produce high-quality films at significantly reduced costs. He emphasizes the necessity for Hollywood to adapt to these technological advancements to remain competitive, noting that while AI can streamline production processes, it cannot replace the human creativity essential to filmmaking. Lerer also touches on the evolving dynamics of talent in the industry, suggesting that actors who embrace AI technologies may benefit from increased efficiency and new opportunities, while those resistant to change risk being left behind.
(02:01:55) - Doug O'Laughlin, president of SemiAnalysis, discusses the rapid adoption of AI technologies and their potential to cause widespread deflation by significantly reducing the cost of knowledge work. He expresses concern that this swift disruption could outpace societal and governmental responses, leading to economic instability. O'Laughlin also highlights the unprecedented speed at which AI can be deployed globally, contrasting it with historical technological advancements that required longer implementation periods.
(02:29:10) - Marc Benioff, co-founder and CEO of Salesforce, is a pioneer in cloud computing and a noted philanthropist. In the conversation, he highlights Salesforce's unprecedented revenue guidance of $46.2 billion and a projected $16 billion in cash flow, attributing this growth to the integration of AI and agent technologies across their platforms. Benioff emphasizes the transformative role of AI agents in enhancing productivity and foresees a future where humans and AI agents collaborate seamlessly within enterprise software.
(02:49:52) - Michael Manapat, co-founder of Rowspace, an AI platform for asset managers, discusses how their technology integrates with clients' internal systems to leverage proprietary data for faster decision-making. He emphasizes the increasing commoditization of public data due to AI advancements, highlighting the importance of utilizing decades of accumulated internal data and judgment. Manapat also notes that Rowspace operates within clients' environments to ensure data security and compliance, distinguishing their approach from other market offerings.
(02:57:10) - Adam Warmoth, founder and CEO of Chariot Defense, discusses the company's recent $34 million Series A funding and its mission to provide advanced power solutions for modern military operations. He highlights the deployment of their systems across various Army and Marine Corps units, addressing critical power infrastructure needs for technologies like drones and next-generation command and control systems. Warmoth emphasizes leveraging commercial advancements in high-voltage batteries and power electronics to enhance defense platforms, ensuring reliable and efficient energy distribution on the battlefield.
(03:05:04) - Connor Sweeney, founder of Baba, a patient advocacy platform for older adults, discusses how his grandmother's stroke inspired him to create AI tools for her speech therapy, leading to the establishment of Baba. He explains that Baba connects older adults and their families with patient advocates who handle care coordination, scheduling, and insurance issues, with services often covered by Medicare and Medicaid. Sweeney also highlights the use of AI to assist advocates in repetitive tasks and mentions a recent seed funding of nearly $7 million led by General Catalyst.
(03:09:45) - Matthew Harpe, co-founder and CEO of Basis, discusses how their AI platform integrates with existing accounting software to automate workflows, transforming accountants from doers to reviewers. He highlights the platform's ability to handle complex tasks, such as completing entire corporate tax return workbooks autonomously, and emphasizes the importance of building trust in AI capabilities through gradual adoption and review processes. Harpe also addresses the accounting industry's significant talent shortage, noting that Basis helps firms manage workloads effectively by automating routine tasks, thereby allowing accountants to focus on higher-value activities.

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Full Interview: Bill Gurley Thinks College Kills Creativity Feb 24, 2026

Show notes

This is our full interview with Bill Gurley, recorded live on TBPN.

We discuss his new book, why “high agency” and hyper-curiosity are the ultimate long-term edge (especially with AI as a self-learning superpower), and why the real risk for young people is mistaking financial speculation for durable skill-building while the best opportunity is using AI to become the most knowledgeable person in your field.

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 podcast platforms immediately after.

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

Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN Feb 24, 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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Citrini Memo Reactions, Kim K Enters Energy Drinks, Jane Street Sued | Patrick & John Collison, Bill Gurley, James Cadwallader, Scott Wu, Ivan Zhao, Stefano Ermon, Rune Kvist, Reiner Pope, Devansh Pandey Feb 24, 2026

Show notes

(01:52) - Citrini Memo Reactions
(09:35) - Is Doordash Cooked?
(12:51) - 𝕏 Timeline Reactions
(20:59) - Kim K Enters Energy Drinks
(22:23) - 𝕏 Timeline Reactions
(29:01) - Jane Street Sued
(40:17) - Patrick Collison is the co-founder and CEO of Stripe, the global payments and financial infrastructure company powering millions of businesses. A longtime advocate for scientific and technological progress, he also co-founded the Arc Institute and writes frequently about economic growth, research, and innovation. John Collison is the co-founder and President of Stripe, where he leads strategy and product across payments, banking-as-a-service, and financial tooling. He previously co-founded Auctomatic, which was acquired in 2008, and focuses on expanding Stripe’s global reach and financial infrastructure capabilities.
(57:46) - Bill Gurley, a general partner at Benchmark and author of "Runnin' Down a Dream," discusses his transition from a conventional tech job to venture capital, emphasizing the importance of pursuing one's passion to avoid career regret. He highlights six principles for a fulfilling career: chasing curiosity, honing one's craft, developing mentors, embracing peers, going where the action is, and giving back. Gurley also addresses the rapid public consciousness of AI advancements, noting its unprecedented speed compared to previous tech waves, and underscores the necessity for individuals to be hyper-curious and continuously learning to thrive in evolving industries.
(01:23:18) - 𝕏 Timeline Reactions
(01:29:16) - Ivan Zhao, co-founder and CEO of Notion, is a Chinese-Canadian entrepreneur with a background in cognitive science from the University of British Columbia. In the conversation, he discusses the launch of Notion's Custom Agents, autonomous AI teammates designed to handle repetitive tasks across various platforms, enhancing productivity and collaboration.
(01:45:09) - 𝕏 Timeline Reactions
(01:51:15) - Stefano Ermon, co-founder and CEO of Inception Labs, discusses his background in generative AI research at Stanford, including co-inventing diffusion models. He explains how Inception's diffusion-based language models generate text by refining entire sequences simultaneously, resulting in speeds over 1,000 tokens per second on NVIDIA GPUs. Ermon highlights the models' efficiency and scalability, making them ideal for latency-sensitive applications like coding autocomplete and voice agents.
(02:01:07) - James Cadwallader, co-founder and CEO of Profound, discusses the company's recent $96 million Series C funding round, which values the company at $1 billion. He highlights the launch of Profound Agents, customizable autonomous tools that enhance marketing efficiency by enabling brands to monitor and influence their representation across AI platforms. Cadwallader emphasizes the transformative impact of AI on brand discovery and the necessity for marketers to adapt to this evolving landscape.
(02:13:59) - Scott Wu, co-founder and CEO of Cognition AI, discusses the company's significant growth, noting that enterprise usage has more than doubled in the past six weeks, driven by the adoption of AI agents capable of handling end-to-end tasks. He highlights the latest launch's focus on enhancing user experience by addressing known frictions, introducing features like automated testing and improved integrations. Wu also emphasizes the importance of optimizing various aspects of the software engineering workflow, including testing and review processes, to further improve efficiency.
(02:30:39) - Rune Kvist, co-founder and CEO of the Artificial Intelligence Underwriting Company (AIUC), discusses the company's mission to underwrite superintelligence by developing standards and insurance products for AI agents. He highlights the challenges in insuring AI systems due to unpredictable risks and emphasizes the importance of creating a standardized framework to manage these uncertainties. Kvist also mentions AIUC's recent launch of the world's first insurance policy for AI agents, in collaboration with Eleven Labs, aiming to address concerns like hallucinations leading to financial losses and data leakage.
(02:39:02) - Reiner Pope, CEO and co-founder of MaddX, discusses his company's development of high-throughput chips tailored for large language models, emphasizing the need for a from-scratch design to achieve optimal performance. He highlights the constraints in the current market, particularly the limited silicon wafer supply, and how MaddX's approach aims to maximize throughput per dollar and per watt. Pope also addresses the challenges posed by existing technologies like Nvidia's CUDA, noting that while CUDA offers backward compatibility, it restricts hardware innovation, whereas MaddX's specialized design offers greater efficiency for frontier labs willing to adapt their software.
(02:53:49) - Devansh Pandey, co-founder of Standard Intelligence, discusses the company's approach to pre-training computer use models by capturing 30fps video of user interactions, including screen recordings, key presses, and mouse movements, to create a comprehensive dataset for training general models capable of performing diverse computer tasks. He highlights the potential applications of these models, such as automating repetitive tasks like form filling and enhancing CAD design processes, and emphasizes the advantages of video-based training over text-based methods, noting that graphical user interfaces are designed for human interaction and that video data inherently captures temporal aspects of user behavior. Additionally, Pandey shares insights into the company's data collection methods, including the use of an application that records user screens and inputs, and discusses the potential for their models to generalize to various computer-based tasks, including applications in robotics and self-driving technology.

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Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN Feb 23, 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