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https://www.youtube.com/@TBPNLiveDiet 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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X Article Apocalypse, Hollywood's AI Takes | Jordan Schneider, Eliot Pence, Fil Aronshtein & Matt Grimm Jan 19, 2026

Show notes

(01:11) - X Article Apocalypse
(44:42) - Hollywood's AI Takes
(01:01:44) - Elon vs. OpenAI Updates
(01:05:33) - 𝕏 Timeline Reactions
(01:17:54) - Is the American Dream Obsolete?
(01:25:25) - Jordan Schneider is the creator of the ChinaTalk podcast and newsletter, focusing on U.S.-China relations and technology. In the conversation, he discusses his disappointment over the Buffalo Bills' firing of head coach Sean McDermott, analyzes the political strategy of Ro Khanna in positioning himself against Silicon Valley, and critiques the media's role in political discourse, emphasizing the importance of asking challenging questions to guests.
(01:59:18) - 𝕏 Timeline Reactions
(02:16:21) - Eliot Pence, founder and CEO of Dominion Dynamics, discusses the company's mission to enhance Arctic surveillance by developing distributed mesh networks that integrate commercial off-the-shelf sensors across land, sea, air, and space domains. He highlights the strategic importance of the Arctic, noting Canada's underinvestment in the region and the need for improved situational awareness to secure it. Pence explains that Dominion Dynamics' technology enables Canadian Rangers to capture and transmit data from remote areas lacking communication infrastructure, thereby strengthening Canada's defense capabilities in the Arctic.
(02:29:15) - Fil Aronshtein is a technologist and entrepreneur focused on applied AI and software infrastructure. He’s known for building products at the intersection of data, automation, and developer tooling, with an emphasis on shipping fast and scaling systems in production. Matt Grimm is a technology investor and operator with a background in software, startups, and venture capital. He focuses on early-stage companies, platform shifts, and the business mechanics behind emerging technologies.

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The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN Jan 16, 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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Elon vs OpenAI, Ads in ChatGPT, Leaked Tech Emails | Sean Frank, Bill Shufelt, Alex Mashrabov, Sonya Huang & Pat Grady Jan 16, 2026

Show notes

(02:30) - Elon vs OpenAI
(58:16) - Ads in ChatGPT
(01:11:57) - WSJ Mansion Section
(01:28:54) - Bill Shufelt, a former hedge fund trader and ultramarathon runner, co-founded Athletic Brewing Company in 2017 to create high-quality non-alcoholic craft beers that cater to health-conscious consumers. In the conversation, he discusses his transition from finance to brewing, the development of a proprietary brewing process to produce flavorful non-alcoholic beers, and the company's rapid growth, including becoming the top-selling non-alcoholic beer in the U.S.
(02:00:04) - Sonya Huang, a partner at Sequoia Capital, discusses the current state of artificial general intelligence (AGI), emphasizing that AGI has arrived and urging founders to leverage existing technologies to address real-world problems. She highlights the evolution of AI capabilities, noting recent advancements in long-horizon agents that can persist and iterate towards outcomes without constant supervision. Huang also touches on the shift from product-led growth to agent-led growth, where AI agents autonomously select and utilize the best tools and services, potentially transforming traditional business models.
(02:31:46) - Sean Frank, CEO of Ridge Wallet, discusses the company's eagerness to advertise on OpenAI's ChatGPT platform, highlighting the high revenue per user from AI-driven traffic compared to traditional sources. He expresses optimism about the potential of ChatGPT ads to deliver high-intent customers and anticipates that the introduction of ads will further boost organic activity, leading to increased site visits and sales. Frank also touches on the evolving landscape of e-commerce, noting the importance of adapting to new advertising platforms and the potential impact on traditional website traffic.
(02:56:05) - 𝕏 Timeline Reactions
(03:14:14) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, discusses the emergence of AI-native social media agencies that create commercial ads end-to-end using AI, highlighting the efficiency and personalization this approach offers. He notes that Fortune 500 brands are increasingly hiring smaller agencies that utilize Higgsfield's platform to produce customized ads, enabling the creation of thousands of videos at a cost below $1 per video. Mashrabov also addresses the challenges posed by the growing size of video models, which are expected to exceed 100 billion parameters, and emphasizes the importance of integrating performance data to optimize content creation through reinforcement learning.

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Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN Jan 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.

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Tech Turns to Mining, Meta VR Layoffs, Thinking Machines Shakeup | Matthew Prince, Chirantan Desai, Delian Asparouhov, Deepak Pathak, David Tearse, Blake Resnick Jan 15, 2026

Show notes

(01:30) - Big Tech Turns to Mining
(12:09) - 𝕏 Timeline Reactions
(21:44) - Thinking Machines Loses Top Executives
(29:24) - NYC Sauna Wars
(38:46) - Meta VR Layoffs
(57:12) - Chirantan "CJ" Desai, appointed President and CEO of MongoDB in November 2025, discusses the company's reintroduction in San Francisco, emphasizing its evolution to support AI-driven applications. He highlights MongoDB's growth to over 60,000 customers, attributing this to its agility in handling unstructured data like images and videos, which is crucial for modern AI applications. Desai also mentions the company's strategic acquisitions, such as Voyage, to enhance AI capabilities, and expresses confidence in cloud providers' ability to meet computing demands, ensuring MongoDB's continued innovation and scalability.
(01:07:55) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the €14 million fine imposed by Italy's communications watchdog, AGCOM, for allegedly failing to block access to pirated content via Cloudflare's services. He explains that the fine stems from a law allowing media executives to blacklist websites, requiring companies like Cloudflare to remove them globally within 30 minutes—a mandate he criticizes as overreaching and impractical. Prince expresses concern over the broader implications of such laws, emphasizing the potential for censorship and the challenges they pose to maintaining an open and free internet.
(01:33:47) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, which focuses on manufacturing in space. In the conversation, he discusses his pattern of investing during the holiday season, noting that over the past nine years, he has signed term sheets within 48 hours of Christmas Day in seven of those years. He attributes this to the quieter environment during the holidays, which facilitates focused negotiations with founders, and mentions that this period allows for setting clear deadlines, such as requiring deals to be signed by New Year's, making it a convenient time for both investors and founders to engage in discussions.
(01:55:55) - 𝕏 Timeline Reactions
(02:07:01) - Deepak Pathak, CEO and co-founder of Skild AI, is developing a general-purpose robot brain capable of controlling various robotic forms, from humanoids to quadrupeds, with a single system. In the conversation, he discusses the company's recent $1.4 billion funding round, valuing Skild AI at $14 billion, and emphasizes the importance of integrating robots into everyday environments alongside humans to handle the unpredictability of real-world scenarios. He also highlights the challenges in robotics due to the scarcity of data, contrasting it with fields like language and vision, and explains Skild AI's approach of learning from human videos and simulations to overcome this hurdle.
(02:16:56) - David Tearse, co-founder and CEO of Karman Industries, discusses the launch of their Heat Processing Unit (HPU), a cooling system designed for gigawatt-scale AI data centers. The HPU utilizes supercritical CO₂ to efficiently manage heat, reducing energy consumption by at least 25% compared to existing solutions, and offers a modular 10-megawatt design that decreases mechanical yard space by about 80%, accelerating deployment times. Tearse also highlights the potential for waste heat recovery, including converting excess heat back into electricity or providing heating to nearby communities, emphasizing the environmental and operational benefits of their technology.
(02:35:53) - Blake Resnick, founder and CEO of BRINC Drones, began his engineering career with internships at McLaren Automotive, Tesla Motors, and DJI Inc. In the conversation, he discusses BRINC's development of drones designed for public safety, including the LEMUR, which assists SWAT teams by flying indoors, breaking glass, and enabling two-way communication. He also highlights the company's growth, noting that approximately 20% of SWAT teams in the U.S. are utilizing BRINC's drones, and shares plans for expanding their applications to include rapid response to 911 calls and integration with emergency medical services.

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The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN Jan 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.

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Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss Jan 14, 2026

Show notes

(03:01) - Microsoft and the AI Power Backlash
(30:44) - OpenAI's Superbowl Ad
(48:55) - Google Launches Personal Intelligence
(01:04:36) - David Ellison Eyes Hollywood Throne
(01:29:51) - Brian Chesky, co-founder and CEO of Airbnb, discussed the company's strategic focus on integrating artificial intelligence (AI) to enhance user experiences. He emphasized the importance of developing AI interfaces that go beyond traditional chatbots, aiming for more intuitive and visual interactions. Chesky also highlighted the potential of AI to revolutionize consumer applications, particularly in the travel and living sectors, by offering personalized and seamless services.
(01:54:01) - 𝕏 Timeline Reactions
(02:04:03) - Baiju Bhatt, co-founder of Robinhood and founder of Aetherflux, discusses his new venture's mission to build a power grid in space by deploying satellites in sun-synchronous orbits to collect continuous solar energy and beam it to Earth using infrared lasers. He highlights the advantages of space-based solar power, such as consistent energy generation and the ability to provide power to remote or contested areas, with initial applications targeting Department of Defense needs. Bhatt also reflects on the challenges of transitioning from finance to aerospace, emphasizing the importance of rapid iteration and learning in developing innovative technologies.
(02:38:31) - Gabriel Carafa, co-founder and CEO of Noise Labs, discusses the development of Noise, a trading platform that allows users to long or short trends, brands, and ideas by integrating market activity with social data from platforms like TikTok, Instagram, and Twitter to objectively measure cultural relevance. He highlights the platform's ability to identify emerging trends, such as the rise of indie rock music over the past 18 months, and emphasizes the importance of markets in predicting future shifts in relevance, moving beyond traditional social media metrics. Carafa also addresses challenges like distinguishing genuine interest from manipulated data, underscoring the platform's reliance on market-based relevance where users invest capital, thereby reflecting authentic engagement.
(02:47:04) - Alfred Wahlforss, co-founder and CEO of Listen Labs, discusses how their AI platform conducts large-scale, personalized interviews to help companies like Chubbies develop better products by understanding customer preferences. He highlights the challenges consumer brands face in gathering meaningful insights and explains how Listen's AI overcomes these by engaging with thousands of customers, providing nuanced feedback that informs product development and marketing strategies. Wahlforss also shares the company's growth, including a 15x revenue increase and raising $100 million, emphasizing their focus on scaling and hiring top talent to meet demand.
(03:00:53) - Marc Benioff, the co-founder, chairman, and CEO of Salesforce, is a pioneer in cloud computing and a prominent philanthropist. In the conversation, he discusses the integration of AI into Salesforce's products, highlighting the enhanced capabilities of Slackbot, which now offers advanced reasoning and personalized responses, aiming to significantly boost workplace productivity. Benioff also addresses the broader implications of AI in the enterprise, emphasizing the importance of context-aware AI agents and the need for responsible AI deployment to ensure positive outcomes.
(03:32:51) - 𝕏 Timeline Reactions

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Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN Jan 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.

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