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DOJ vs. Fed Chair, Apple Repositions Vision Pro, Ben Thompson Joins | Tyler Cowen, Harley Finkelstein, Andrew Feldman, Nathan Nwachuku, Anastasios Angelopoulos Jan 12, 2026

Show notes

(00:33) - We Are Jerome Powell
(02:08) - DOJ Opens Criminal Probe into FED Chair
(04:15) - 𝕏 Timeline Reactions
(11:42) - Apple's Vision Pro Strategy
(26:52) - 𝕏 Timeline Reactions
(29:54) - Ben Thompson, founder of Stratechery, is a technology and media analyst known for his in-depth analysis of tech industry strategies. In the conversation, he critiques Apple's Vision Pro, emphasizing that its immersive potential is undermined by overproduced content and unnecessary production elements. Thompson advocates for a more straightforward approach, suggesting that simply placing cameras courtside at live events would provide a more authentic and engaging experience for users.
(01:07:35) - 𝕏 Timeline Reactions
(01:23:46) - Tyler Cowen is an American economist, author, and professor at George Mason University, known for his work in cultural economics and as co-author of the blog Marginal Revolution. In the conversation, Cowen discusses the impact of artificial intelligence on blue-collar jobs, suggesting that while AI may reduce demand for certain tasks, overall job opportunities in these sectors will increase due to new projects and developments. He also touches on the role of data centers in the U.S. economy, the potential of AI-generated music, and the importance of aesthetics in urban development.
(01:56:10) - Andrew Feldman, CEO and co-founder of Cerebras Systems, discusses the company's pioneering efforts in AI hardware, highlighting the development of their Wafer Scale Engine (WSE) chips, which integrate memory and logic onto a single, large-scale wafer to enhance performance and efficiency. He emphasizes the significance of fast inference in AI applications, noting that the WSE-3 chip can train models ten times larger than OpenAI's GPT-4, and mentions partnerships with organizations like the Mayo Clinic and G42 in the UAE to deploy these technologies. Feldman also reflects on the challenges of innovating in the semiconductor industry, including overcoming skepticism and technical hurdles associated with wafer-scale integration.
(02:29:26) - Nathan Nwachuku, a 22-year-old software engineer and co-founder of Terra Industries, is leading efforts to establish Africa's first modern defense prime by developing autonomous security systems to protect the continent's critical infrastructure. He discusses his journey from launching an edtech startup at 17 to recognizing the need for foundational security solutions to support Africa's industrial growth, leading to the creation of Terra Industries in 2024. Nwachuku highlights the company's focus on building surveillance technologies, including drones and sentry towers, powered by a unified software platform to address evolving threats across land, air, and maritime domains.
(02:40:07) - Anastasios Nikolas Angelopoulos, a former PhD student at UC Berkeley, is a co-founder of LM Arena, a platform for evaluating large language models (LLMs) based on human preferences. In the conversation, he discusses the challenges of model evaluation, the importance of unbiased user feedback, and the platform's role in helping users make informed decisions about LLMs. He also highlights the platform's growth, its approach to incentivizing user participation, and future plans to expand evaluation categories and integrate speed and cost considerations.
(02:53:22) - 𝕏 Timeline Reactions
(02:58:30) - Harley Finkelstein, President of Shopify, is a Canadian entrepreneur and lawyer who founded his first company at 17 and later earned a law degree and MBA from the University of Ottawa. In the transcript, he discusses the rapid emergence of billion-dollar brands like Skims and Gymshark, emphasizing that these companies didn't just capture existing market share but created new markets by innovating within traditional product categories. He also highlights Shopify's collaboration with Google to develop the Universal Commerce Protocol, an open-source language enabling merchants to seamlessly integrate with AI agents, thereby enhancing the shopping experience through features like loyalty programs, subscriptions, and personalized delivery options.

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AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN Jan 09, 2026

Show notes

Diet TBPN delivers the best of today’s TBPN episode in under 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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a16z’s $15B Raise, Tim Cook Exit Rumors, Meta Goes Nuclear | Ben Horowitz, David George, Alex Rampell, Jen Kha, Jeremie Eliahou Jan 09, 2026

Show notes

(02:19) - Tim Cook's Retirement Rumors
(09:11) - AI Needs a (Steve) Jobs
(24:54) - Meta Announces Nuclear Partnerships
(29:45) - Can AI Solve the Recycling Crisis?
(37:51) - a16z's $15B Raise
(45:14) - 𝕏 Timeline Reactions
(01:07:25) - WSJ Mansion Section
(01:28:29) - Jeremie Eliahou is a technology analyst at Semianalysis, where he focuses on semiconductors, AI hardware, and datacenter infrastructure. His work is known for deep technical rigor and clear analysis of GPU roadmaps, compute economics, and industry supply chains.
(02:01:29) - Jen Kha, Operating Partner and Head of Investor Relations at Andreessen Horowitz, discussed the firm's recent $15 billion fundraise, highlighting the rapid three-month oversubscription driven by strong LP conviction in the AI super cycle. She emphasized the firm's decentralized structure, with specialized funds and teams, allowing nimble operations despite its 600+ employees. Kha also noted that while LPs seek liquidity, they prefer to retain stakes in high-performing companies, choosing to ride their winners rather than cash out prematurely.
(02:16:40) - Alex Rampell, a General Partner at Andreessen Horowitz, is a serial entrepreneur who co-founded companies like Affirm and TrialPay. In the conversation, he discusses his entrepreneurial journey, the importance of understanding industry history, and the role of AI in creating defensible business models. He emphasizes that successful entrepreneurs can effectively mobilize resources, possess deep industry knowledge, and are driven by motivations beyond financial gain.
(02:32:29) - David George, a General Partner at Andreessen Horowitz, discusses the firm's consistent growth investment strategy, emphasizing a focus on exceptional companies and founders with ambitious visions. He observes a post-COVID shift in founder psychology towards a more intense work ethic, contributing to rapid company growth, particularly in AI-driven sectors. George also notes the rational trend of companies remaining private longer, benefiting from a robust private market and avoiding public market volatility.
(02:38:51) - Ben Horowitz, co-founder of venture capital firm Andreessen Horowitz, discusses the enduring challenges of entrepreneurship, emphasizing that despite technological advancements, the fundamental difficulties remain constant. He highlights the firm's evolution to address the expanding tech industry by creating specialized teams focused on areas like AI and crypto, ensuring comprehensive market coverage. Horowitz also reflects on the nature of market bubbles, noting that widespread denial of a bubble's existence often precedes its burst, contrasting past and present market conditions.

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The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN Jan 08, 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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Dimon’s Take on Apple Card, Trump’s Greenland Play, VC Winter Deepens | Josh Wolfe, Delian Asparouhov, Arun Gupta, Julie Bush, Winston Weinberg, Yotam Segev Jan 08, 2026

Show notes

(01:37) - Dimon’s Take on Apple Card
(23:11) - VC Winter Deepens
(27:47) - Trump’s Greenland Play
(41:07) - 𝕏 Timeline Reactions
(56:51) - Anthropic Raises $10B
(01:02:44) - 𝕏 Timeline Reactions
(01:27:31) - Delian Asparouhov, a Partner at Founders Fund and Co-Founder of Varda Space Industries, discusses the K-shaped distribution in venture capital, where a significant portion of funding is concentrated in a few large companies, leading to fewer deals and companies staying private longer. He highlights the increasing use of Special Purpose Vehicles (SPVs) by venture firms to participate in large funding rounds without traditional fee structures, enhancing relationships with high-profile companies. Additionally, Asparouhov notes the growing role of private companies in defense and space sectors, emphasizing the need for innovation and efficiency in these industries.
(01:56:54) - Arun Gupta, co-founder and CEO of Hapiko, has a background in building products that connect people and spark creativity, including founding Grailed, a global fashion marketplace. In the conversation, he discusses the launch of Stickerbox, an AI-powered voice-to-sticker printer designed to bring children's imaginations to life by allowing them to create and print stickers from their spoken ideas. He emphasizes the importance of creating technology that empowers kids to dream bigger and create freely, highlighting Stickerbox's role in fostering hands-on, screen-free play.
(02:25:54) - Julie Bush, co-founder and CEO of Valinor Enterprises, discusses her company's innovative approach to the defense and national security sector. Valinor operates as an operational holding company, focusing on addressing overlooked yet critical areas within the defense market by centralizing operations and decentralizing engineering across its subsidiaries. This model enables rapid development and deployment of products, such as power systems for unmanned autonomous systems and combat casualty care solutions, aiming to provide sustainable and enduring solutions in a market often dominated by large-scale projects.
(02:38:24) - Winston Weinberg, CEO and co-founder of Harvey, a legal AI company, discusses the evolution of Harvey from serving large law firms to also assisting corporations and mid-market clients by providing an operating system that enables lawyers to deliver services more efficiently and cost-effectively. He highlights the challenges in legal billing, noting that while certain tasks may become less expensive due to automation, the overall legal bill might remain unchanged as lawyers focus more on high-value work. Weinberg also emphasizes the importance of integrating AI into legal processes to enhance reasoning capabilities and streamline workflows, ultimately aiming to transform the legal profession by allowing lawyers to concentrate on complex, high-leverage tasks.
(02:51:52) - Yotam Segev, co-founder and CEO of Cyera, a data security company, discusses his background in Israeli Military Intelligence's Unit 8200, where he met his co-founder, Tamar Bar-Ilan, and their shared experience in cybersecurity. He emphasizes the importance of listening to customers to understand their needs and engineering solutions that address complex problems in large enterprises. Segev also highlights concerns about the rapid adoption of AI in enterprises, noting the pressure on security teams and the insufficient security measures from AI providers, which could lead to significant exposures in the coming years.
(02:58:24) - Josh Wolfe, co-founder and managing partner of Lux Capital, announced the firm's successful raise of a $1.5 billion fund, marking a significant milestone from their initial $100 million fund over two decades ago. He discussed the current venture capital landscape, noting a bifurcation where smaller funds face extinction while larger firms consider going public, and emphasized Lux Capital's focus on sectors like aerospace, defense, biotech, and AI, highlighting investments in companies such as Anduril and Applied Intuition. Wolfe also expressed optimism about upcoming IPOs in defense tech and AI, underscoring the importance of American capital markets in fostering technological innovation.

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xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN Jan 07, 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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xAI’s $20B Raise, Semafor’s $30M Round, America’s Tech Decline | Ravi Gupta & Pat Grady, Vincenzo Landino, Nigel Vaz, Ben Smith, Jacob Rintamaki Jan 07, 2026

Show notes

(00:32) - xAI's $20B Series E
(13:36) - 𝕏 Timeline Reactions
(25:34) - Semafor's $30M Funding
(31:19) - 𝕏 Timeline Reactions
(53:37) - The Decline of the American Technology Industry
(01:10:07) - Boston Biotech Bubble Bursts
(01:14:46) - OpenAI Launches ChatGPT Health
(01:27:36) - Vincenzo Landino, founder and managing director of Business of Speed, a motorsport-focused marketing consultancy, discusses his lifelong passion for racing, stemming from his Italian heritage and early exposure to motorsports. He highlights the significant growth in Formula 1's popularity in the United States, attributing it to strategic content initiatives like Netflix's "Drive to Survive" and ESPN's coverage, which have attracted new fans and increased team valuations. Landino also explores the evolving landscape of motorsport investments, noting the rising interest from tech companies and the substantial financial commitments required to enter the sport, emphasizing the unique networking and branding opportunities that ownership and sponsorship in Formula 1 provide.
(02:00:51) - Nigel Vaz, CEO of Publicis Sapient, a digital business transformation company, discusses the challenges enterprises face in scaling AI initiatives beyond initial pilots, emphasizing the need for integrated toolchains and data strategies to achieve meaningful transformation. He highlights the importance of leveraging first-party data to enhance customer experiences and drive growth, citing examples from industries like automotive and healthcare. Vaz also addresses the role of AI in advertising, noting the potential for personalized content and the necessity of aligning creative processes with regulatory requirements across different markets.
(02:19:23) - Ravi Gupta, a Partner at Sequoia Capital and former COO and CFO of Instacart, announced his plans to start a new company while maintaining his role at Sequoia. He emphasized the transformative impact of AI on industries and the importance of agility and responsiveness for companies to remain competitive. Gupta also highlighted the significance of assembling a strong team and leveraging network effects to build enduring businesses in the rapidly evolving technological landscape. Pat Grady is a partner at Sequoia Capital, where he focuses on early-stage investments in software, fintech, and internet companies. He’s known for working closely with founders on company-building, product strategy, and scaling from zero to one.
(02:45:09) - Ben Smith, co-founder and editor-in-chief of Semafor, discusses the profitability of his media startup, emphasizing the importance of delivering trusted, high-quality journalism to an informed audience. He highlights the challenges in the media industry, noting that many newsrooms have added events businesses to compensate for declining web advertising revenues. Smith also shares plans to hire more journalists and expand Semafor's convening business, including hosting a major event in Washington, D.C., in April.
(02:58:57) - Jacob Rintamaki, a robotics expert, discusses the rapid advancements in robotics and artificial intelligence, emphasizing their transformative impact on various industries, particularly data centers. He highlights the swift pace of these developments, noting that tasks like server maintenance and cable management are increasingly automated, leading to enhanced efficiency and reduced human intervention. Rintamaki also touches on the broader societal implications, suggesting that as automation becomes more prevalent, industries must adapt to these changes to remain competitive.

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The legacy and future of CES, Dwarkesh’s “Capital in the 22nd Century,” Ben Thompson’s “AI and the Human Condition” | Diet TBPN Jan 06, 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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