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Why My Article Just Tanked the Market Feb 23, 2026

Show notes

This is our full interview with Alap Shah, recorded live on TBPN.

We discuss whether AI is triggering a structural decline in white collar jobs, why agentic AI may compress platform margins at companies like DoorDash and Uber, how labs like Anthropic and OpenAI could capture enormous value as public markets struggle, and what political and economic solutions might prevent an AI driven contagion.

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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Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN Feb 20, 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:

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Figma - https://figma.com

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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

Restream - https://restream.io

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Palmer Luckey LIVE from NYSE, Supreme Court Smackdown, Data Center Backlash | Ryan Petersen, Jonathan Gould, Diogo Mónica, Joe Lonsdale, John Shahidi, Will Bruey, Sam Levenback, Alex Heath Feb 20, 2026

Show notes

(01:07) - Ryan Petersen, founder and CEO of Flexport, a global supply chain management company, discusses the recent U.S. Supreme Court ruling that invalidated former President Trump's broad tariffs, highlighting the uncertainty surrounding potential refunds for businesses that paid these tariffs. He notes that while the Court's decision deemed the tariffs unconstitutional, it did not provide clarity on whether the $175 billion collected would be refunded, leaving companies in limbo. Petersen also mentions that Flexport has developed a tariff refund calculator to assist businesses in determining potential refunds, emphasizing the importance of staying informed as the situation evolves.
(14:36) - Supreme Court Smackdown
(21:54) - 𝕏 Timeline Reactions
(47:36) - WSJ Mansion Section
(01:00:34) - 𝕏 Timeline Reactions
(01:03:29) - Palmer Luckey is a technology entrepreneur best known as the founder of Oculus VR, the virtual reality company acquired by Facebook in 2014. He later founded Anduril Industries, a defense technology company building autonomous systems, surveillance platforms, and AI-driven military hardware for the U.S. and allied governments.
(01:32:18) - Jonathan Gould is a U.S. financial regulatory official and legal expert focused on banking policy and supervision. He has served in senior roles at the Office of the Comptroller of the Currency (OCC) and has worked in private practice advising financial institutions on regulatory matters. He is known for his expertise in bank regulation, fintech policy, and the legal framework governing U.S. financial institutions.
(01:46:36) - Diogo Mónica, General Partner, Haun Ventures, discusses his journey from leading security teams at Square and Docker to establishing Anchorage Digital, the first federally chartered crypto-native bank in the U.S. He highlights the challenges of obtaining a federal charter during a crypto-unfriendly administration and emphasizes the necessity for tech companies to build their own banking infrastructure to innovate in financial products. Mónica also notes a resurgence in new bank charters, indicating a shift towards tech-driven financial institutions.
(01:55:57) - Joe Lonsdale is an American entrepreneur and venture capitalist, known for co-founding Palantir Technologies, Addepar, and OpenGov, and serving as the managing partner at 8VC. He discusses the challenges facing low-end SaaS companies lacking robust systems of record, regulatory moats, or network effects, emphasizing that such companies are vulnerable to disruption, whereas well-established SaaS firms with strong tech cultures and significant investments in AI are better positioned to adapt and thrive.
(02:04:19) - John Shahidi, co-founder of Happy Dad Hard Seltzer, discusses the brand's impressive 31% year-over-year growth in January, even during the typically slow "dry January" period. He attributes this success to strategic in-store marketing efforts, emphasizing the importance of engaging customers at the point of purchase rather than relying solely on creator-driven promotions. Shahidi also highlights the evolving drinking habits of younger consumers, noting a shift towards lighter beverages like seltzers and teas, as health consciousness rises and traditional beer consumption declines.
(02:19:56) - Will Bruey, CEO and co-founder of Varda Space Industries, discusses the company's progress in space manufacturing, highlighting the recent landing of their fifth capsule and the upcoming launch of the sixth. He explains their strategy of implementing annual block upgrades to enhance hardware and software, drawing parallels to consumer electronics like smartphones. Bruey also emphasizes the focus on bio-manufacturing in microgravity over the next five to ten years, citing its economic viability and significant impact.
(02:27:24) - Sam Levenback, Senior Vice President and Chief Growth & Strategy Officer at X-energy, discusses the company's development of high-temperature gas-cooled pebble bed reactors and their collaboration with Dow Chemical in South Texas and Amazon in Washington state to build new nuclear projects. He highlights the importance of revitalizing the U.S. nuclear supply chain to meet the growing energy demands of AI and digital infrastructure, emphasizing X-energy's commitment to advancing firm power solutions. Levenback also underscores the significance of partnerships with investors like Arabor, who are eager to understand and support the nuclear sector's unique challenges and opportunities.
(02:41:36) - Alex Heath, Deputy Editor at The Verge and author of the "Command Line" newsletter, discusses his approach to tech journalism, emphasizing the importance of leveraging AI tools for efficiency while maintaining editorial oversight. He highlights the necessity of balancing relationships with tech executives to ensure fair reporting and shares insights into the evolving landscape of media, including the potential for independent writers to collaborate under unified brands. Heath also reflects on the challenges of holding exclusive stories and the significance of in-person interactions for sourcing information.

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Palmer Luckey: Why I Started My Own Bank Feb 20, 2026

Show notes

This is our full interview with Palmer Luckey, recorded live on TBPN.

We discuss launching Erebor, a bank built for deep tech after SVB’s collapse, the push toward 24/7 dollar-backed stablecoin settlement, what it means to align a financial institution with U.S. interests, the gaming industry’s shift from innovation to extraction, and the future of VR.

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.

TBPN.com is made possible by:
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ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
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Vanta - https://vanta.com
Vibe - https://vibe.co

The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN Feb 19, 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:

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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

Railway - https://railway.com

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

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

Post Earnings with Figma CEO Dylan Field Feb 19, 2026

Show notes

This is our full interview with Dylan Field, recorded live on TBPN.

We discuss Figma’s growth, the rise of Figma Make, the shift from linear coding to a visual-first product loop, why taste becomes the real moat in an agent-driven world, and why design is the ultimate differentiator in 2026.

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.

SaaSpocalypse Cancelled, Palantir’s $17M Jet Bill, WBD x Netflix Latest | Dylan Field, Saagar Enjeti, Sigil Wen, Peter Morales, Erik Palitsch, Ljubisa Bajic Feb 19, 2026

Show notes

(00:59) - We're Cancelling the the SaaSpocalypse
(16:47) - 𝕏 Timeline Reactions
(38:37) - Palantir Jet Costs $17M Annually
(46:16) - WBD x Netflix Bid Update
(59:21) - eBay to Buy Depop
(01:01:42) - 𝕏 Timeline Reactions
(01:16:56) - Elite Lawyer Fees Hit Record Highs
(01:22:30) - Older Consumers Drive 2026 Growth
(01:27:24) - 𝕏 Timeline Reactions
(01:41:51) - Sigil Wen discusses his concept of Web 4.0, envisioning an Internet where AI acts as the end user, capable of autonomously performing tasks and making payments without human intervention. He introduces the "automaton," a self-sufficient AI model that can self-edit its code, manage its own compute resources, and generate income to sustain its operations. Wen emphasizes the importance of building this new Internet openly to ensure safety and transparency as AI becomes increasingly integrated into digital ecosystems.
(01:59:33) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the impact of social media and technology on children, emphasizing the addictive nature of devices like iPads and the challenges parents face in regulating screen time. He highlights the importance of setting boundaries and the potential benefits of government regulation to mitigate the negative effects of technology on youth.
(02:33:04) - Dylan Field, co-founder and CEO of Figma, a web-based vector graphics editing software company, discusses the company's impressive 2025 performance, highlighting a 40% year-over-year revenue growth to $1.046 billion and the successful launch of four new products, including Figma Make, an AI-powered prototyping tool. He emphasizes the importance of design in product development and the role of AI in enhancing creativity, noting that 60% of Figma Make users are non-designers, reflecting the platform's accessibility and broad appeal. Field also shares insights on the evolving design landscape, expressing excitement about increased innovation and diversity in digital product aesthetics and user experiences.
(02:54:04) - Peter Morales, CEO of Code Metal, discusses his journey from defense and AI research to founding the company, highlighting his work on AI algorithms for the F-35 fighter jet and at MIT Lincoln Laboratory. He explains Code Metal's mission to automate the translation of high-level code into hardware-optimized, production-ready code, addressing challenges in deploying AI on edge devices. Morales also announces a $125 million Series B funding round and the appointment of Ryan, former CEO of Tableau, as President and COO to support the company's growth.
(03:03:02) - Erik Palitsch, CEO and Co-Founder of Freeform, discusses the company's development of Skyfall, an advanced laser melting platform, and their recent $67 million Series B funding led by Linz Capital, with participation from NVIDIA, Founders Fund, Threshold, and Two Sigma Ventures. He highlights the growing demand across various sectors, emphasizing the importance of flexible manufacturing in today's geopolitical climate and the acceleration of product design driven by AI advancements. Palitsch also notes that Freeform is currently producing mission-critical parts for multiple frontier programs and plans to expand their team significantly over the next year.
(03:12:11) - Ljubisa Bajic, a seasoned chip designer and CEO of Taalas, discusses his company's innovative approach to AI hardware by embedding AI models directly into silicon, resulting in ultra-fast, cost-effective responses. This method sacrifices flexibility for performance, enabling immediate, large-scale outputs at minimal cost. Bajic also highlights the simplicity and efficiency of their chips, which integrate seamlessly into standard servers without the need for complex cooling systems or high-speed I/O, making advanced AI capabilities more accessible and affordable.
(03:21:36) - 𝕏 Timeline Reactions

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The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN Feb 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.

TBPN is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

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Console - https://console.com

CrowdStrike - https://crowdstrike.com

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

Restream - https://restream.io

Sentry - https://sentry.io

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

Vibe - https://vibe.co

Follow TBPN:

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

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

Mapping Neo Labs, Unlocking LLM Growth, Evan Spiegel Live in the Ultradome | Blake Dodge, Freddie deBoer, Sohail Prasad, Travis Brashears Feb 18, 2026

Show notes

(04:28) - Neo Lab Market Map
(25:53) - 5 Fixes to Explode LLM Adoption
(42:05) - 𝕏 Timeline Reactions
(56:39) - Oil Tycoon Teams with Rockefellers
(59:32) - 𝕏 Timeline Reactions
(01:31:33) - Blake Dodge, a journalist at Pirate Wires, transitioned from investigative reporting at Business Insider to focus on optimistic tech narratives. She discusses California's proposed wealth tax, highlighting billionaire departures due to concerns over the tax's retroactive nature and its impact on business. Dodge also emphasizes the importance of tech leaders engaging in visible public works to foster goodwill amid growing inequality.
(01:46:50) - Fredrik deBoer, a writer and former academic, now authors a Substack newsletter and writes books, enjoying the independence of self-publishing. He discusses his skepticism toward exaggerated claims about AI's imminent impact on the economy, highlighting the inconsistency between dire predictions and the reluctance of AI proponents to commit to specific, measurable outcomes. To challenge these assertions, deBoer proposed a wager with blogger Scott Alexander, betting that in three years, economic indicators would remain within normal ranges, thereby questioning the narrative of an impending AI-driven economic upheaval.
(02:05:00) - Sohail Prasad, Founder and CEO of Destiny (D/XYZ), previously founded Forge, a private securities marketplace that went public in 2022. He discusses the creation of Destiny Tech100, a closed-end fund listed on the NYSE under ticker DXYZ, designed to provide public investors access to private technology companies. Prasad explains the fund's structure, investment strategy, and recent investments, including a $100 million secondary purchase in Anthropic.
(02:17:25) - Travis Brashears, co-founder and CEO of Mesh Optical Technologies, has a background in laser technology from high school through his tenure at SpaceX, where he contributed to the development of space laser communication systems. In the conversation, he discusses Mesh Optical's first product—a pluggable transceiver designed to enhance GPU cluster connectivity within data centers by eliminating power-hungry components, thereby improving efficiency. He also highlights the company's commitment to U.S.-based manufacturing, aiming to scale production to millions of units by 2027 to meet the growing demand for optical interconnects in AI data centers.
(02:28:18) - Evan Spiegel, co-founder and CEO of Snap Inc., discusses the implementation of safeguards in generative video features to prevent misuse, the expansion of Snapchat's developer ecosystem with over 400,000 developers creating lenses, and the potential of tools like Easy Lens to democratize lens creation through prompts. He also highlights the contrast between user-generated content and AI-generated content, emphasizing the importance of authentic, original content in driving engagement.

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