TBPN

Latest Episodes:

Dan Wang's Annual Letter, Meta Acquires Manus, Nvidia's $20B Groq Deal | Diet TBPN Jan 05, 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.

TBPN.com is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

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

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.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

Shopify - https://shopify.com

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

Vibe - https://vibe.co

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

Dan Wang's Annual Letter, Meta Acquires Manus, Nvidia's $20B Groq Deal | Justin Mares Jan 05, 2026

Show notes

(02:25) - Dan Wang's Annual Letter
(43:08) - Meta Acquires Manus
(59:33) - Nvidia's $20B Groq Deal
(01:10:48) - Doordash Responds to Reddit Firestorm
(01:43:53) - California Wealth Tax Targets Billionaires
(02:00:54) - Scott Belsky's 12 Outlooks for the Future
(02:27:20) - 𝕏 Timeline Reactions
(02:32:31) - Justin Mares, co-founder and CEO of Truemed, is a wellness entrepreneur dedicated to making preventive healthcare more accessible by enabling individuals to use HSA/FSA funds for health-promoting products and services. In the conversation, he discusses Truemed's recent $34 million Series A funding led by Andreessen Horowitz, the company's mission to shift healthcare spending towards prevention, and the growing adoption of HSAs and FSAs for proactive health investments.

TBPN.com is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

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

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.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

Shopify - https://shopify.com

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

Vibe - https://vibe.co

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

TBPN Year in Review, TikTok Aims for $50B, Dana White on the AI Race | Diet TBPN Dec 19, 2025

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.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

2025 in Review, Cursor Acquires Graphite, TikTok's $50B Profit | Michael Truell & Merrill Lutsky, Pranav Myana, Anna Goldie, Edward Mehr Dec 19, 2025

Show notes

(00:25) - 2025 in Review
(17:34) - TikTok's $50B Profit
(22:34) - 𝕏 Timeline Reactions
(24:27) - Michael Truell & Merrill Lutsky, co-founder and CEO of Anysphere, leads the company behind Cursor, an AI-powered code editor that has rapidly gained prominence in the software development industry. In the conversation, Truell discusses the integration of Graphite and Cursor, emphasizing their shared vision for the future of software development, the transformative impact of AI agents on coding practices, and the strategic steps both companies are taking to enhance developer collaboration and productivity.
(47:48) - 𝕏 Timeline Reactions
(01:04:20) - OpenAI Declares Code Red
(01:16:15) - Pranav Myana, a San Francisco-based entrepreneur and 776 Foundation Fellow, discusses the potential of space-based data centers to address Earth's constraints on land, water, and power. He highlights the challenges of cooling in space due to the vacuum environment, necessitating innovative radiator designs, and emphasizes the importance of reducing launch costs for the feasibility of such projects. Myana also explores the future of optical orbital data centers utilizing photonics for efficient matrix multiplication and reduced heat generation.
(01:34:29) - Anna Goldie, co-founder and CEO of Ricursive Intelligence, discusses her journey from studying computer science and linguistics at MIT to her work at Google Brain and Anthropic, leading to the founding of Ricursive Intelligence. She highlights the company's mission to revolutionize chip design by using AI to accelerate development timelines, enabling a recursive feedback loop where AI designs better chips, which in turn train more advanced AI. This approach aims to transform chip design from a bottleneck into an accelerant, facilitating the co-evolution of AI and hardware.
(01:48:11) - 𝕏 Timeline Reactions
(01:57:40) - Edward Mehr, co-founder and CEO of Machina Labs, discusses the company's innovative approach to manufacturing through their "Robo Craftsman" system—portable robotic units capable of autonomously shaping metal into complex forms, such as drone components, by deforming aluminum sheets. He highlights partnerships with entities like the Department of Defense and Toyota, emphasizing the system's flexibility in producing diverse metal products and its potential to revolutionize manufacturing by enabling rapid, distributed production without the need for large, centralized factories. Mehr also mentions plans for company expansion, including opening a third facility outside California and increasing staff to over 240 employees within two years.
(02:06:32) - 𝕏 Timeline Reactions

TBPN.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN Dec 18, 2025

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.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

$DJT Goes Nuclear, OpenAI in talks at $750B, 2025 Model Wars in Review | Brian Armstrong & Tarek Mansour, Simon Eskildsen Dec 18, 2025

Show notes

(00:30) - 𝕏 Timeline Reactions
(05:02) - OpenAI in talks at $750B
(08:56) - WB Board Questions Paramount's Funding Stability
(23:03) - 𝕏 Timeline Reactions
(55:03) - Brian Armstrong and Tarek Mansour are the co-founders of Coinbase, one of the world’s largest cryptocurrency platforms. Armstrong, a former Airbnb engineer, serves as CEO and has been a leading advocate for mainstream crypto adoption, while Mansour, Coinbase’s CTO, architected much of the company’s core infrastructure and security systems.
(01:11:58) - 𝕏 Timeline Reactions
(01:44:16) - Simon Hørup Eskildsen, co-founder and CEO of turbopuffer—a serverless vector and full-text search platform—discusses the company's recent addition of Thrive Capital as an investor, emphasizing their preference for a concentrated cap table with long-term partners. He highlights the importance of customer satisfaction over fundraising figures, sharing a positive testimonial from Notion's co-founder, Akshay Kothari, about turbopuffer's impact on product development. Eskildsen also notes the company's growth to 22 employees and their focus on scaling infrastructure to handle increasing data demands in AI applications.
(02:01:48) - 𝕏 Timeline Reactions

TBPN.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

Amazon Bets $10B on OpenAI, Ford’s Reality Check, Paramount Deal Unravels | Diet TBPN Dec 17, 2025

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.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

Amazon x OpenAI, Ford's EV Reality Check, Kushner Drops WB Bid | Sarah Guo, David Senra, Doug O'Laughlin, Doug Bernauer, Jacob Effron, Logan Kilpatrick Dec 17, 2025

Show notes

(02:12) - Ford's EV Reality Check
(21:03) - Amazon x OpenAI
(33:13) - Kushner Drops WB Bid
(39:53) - 𝕏 Timeline Reactions
(57:33) - Sarah Guo is the founder and managing partner of Conviction, an early-stage venture firm focused on backing transformative software and AI companies. She’s known for combining deep technical fluency with a strong product lens, shaped by her experience as a partner at Greylock and as a former Facebook product leader.
(01:32:29) - Doug O'Laughlin an expert in artificial intelligence and data center infrastructure, discusses Amazon's strategic partnership with OpenAI, emphasizing Amazon's superior execution in data center expansion and power availability. He highlights the challenges of integrating multiple computing platforms, noting that while diversification can reduce costs, it requires significant effort. Doug also expresses skepticism about the feasibility of space-based data centers, citing current difficulties in terrestrial model training and infrastructure development.
(01:55:04) - Doug Bernauer, CEO and founder of Radiant, a company developing portable nuclear microreactors, discussed the company's progress in building their first reactor, which is set to become the first new design to go critical at Idaho National Laboratory since 1977. He highlighted securing a contract with Equinix for 20 units and a deal with the U.S. Air Force through the Defense Innovation Unit, emphasizing the role of nuclear energy in driving prosperity by providing power wherever needed. Bernauer also announced over $300 million in new funding, led by Draper Associates and Boost VC, to accelerate commercialization efforts, including constructing a mass-production facility in Tennessee.
(02:09:01) - Jacob Effron, Managing Director at Redpoint Ventures, focuses on AI, enterprise software, and healthcare investments. In the conversation, he discusses the current state and future prospects of AI applications, the evolving venture capital landscape, and the potential impact of AI on various industries, including robotics and consumer hardware. He also shares insights on the challenges and opportunities in AI infrastructure development and the role of large tech companies in the AI ecosystem.
(02:31:18) - Logan Kilpatrick, the product lead for Google AI Studio, discusses the launch of Gemini 3 Flash, highlighting its enhanced speed and efficiency compared to previous models. He emphasizes that Gemini 3 Flash offers advanced multimodal reasoning capabilities, enabling users to process and understand various forms of information more effectively. Kilpatrick also notes that this model is more cost-effective, making it accessible to a broader range of users and applications.
(02:44:17) - David Senra is the creator and host of the "Founders" podcast, where he delves into biographies of history's greatest entrepreneurs, extracting lessons and insights for his audience. In the conversation, he emphasizes the critical role of storytelling in entrepreneurship, highlighting that the most effective storytellers are often founders themselves, as they possess an intrinsic understanding and passion for their company's mission. He underscores the importance of founders being deeply involved in communicating their vision, as this authenticity and dedication are challenging to replicate through external hires.

TBPN.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

Do Companies Need Storytellers, Ford’s EV Flop, Kushner Paramount Pullout | Diet TBPN Dec 16, 2025

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.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

You Don't Need a Storyteller, ChatGPT Images, Ali on the Series L | Karri Saarinen, Mike Cessario, Elliot Cohen, Ali Ghodsi Dec 16, 2025

Show notes

(00:55) - Viral WSJ 'You Don't Need a Storyteller' Piece
(28:52) - 𝕏 Timeline Reactions
(34:03) - ChatGPT Images 1.5
(46:05) - 𝕏 Timeline Reactions
(01:00:44) - Coreweave Tests AI Market Hype
(01:11:40) - The Price of Ford's EV Push
(01:19:58) - 𝕏 Timeline Reactions
(01:30:32) - Karri Saarinen, co-founder and CEO of Linear, a project management tool, previously served as Principal Designer at Airbnb and Head of Design at Coinbase. In the conversation, he discusses the importance of maintaining a broad perspective in design, cautioning against conflating design with coding, as it may limit creativity and lead to conservative solutions. He emphasizes the need for a conceptual design phase to explore multiple directions before execution, allowing for innovative and thoughtful outcomes.
(01:51:42) - 𝕏 Timeline Reactions
(02:00:47) - Mike Cessario, founder and CEO of Liquid Death, discusses the innovative launch strategy of his canned water brand, emphasizing the use of a viral video to gauge market interest before product availability. He highlights the importance of leveraging existing networks and resources, such as collaborating with the creator of "Mr. Pickles" for brand design and animation, to create compelling marketing content. Cessario also addresses the balance between humor in branding and maintaining sincerity in customer interactions, underscoring the significance of understanding the audience and context in communication.
(02:21:36) - Elliot Cohen, co-founder of PillPack, which was acquired by Amazon in 2018, discusses his new venture, General Medicine, an online healthcare marketplace aiming to simplify access to medical care. He highlights the platform's ability to connect users with medical providers, assess care needs based on symptoms, and integrate health history into a chat interface for personalized support. Cohen emphasizes the importance of empowering consumers in their healthcare journey, aiming to make the experience as seamless as shopping online.
(02:38:44) - Ali Ghodsi, CEO and co-founder of Databricks, discusses the company's significant growth, highlighting a revenue run rate surpassing $4.8 billion with over 55% year-over-year growth, and AI products exceeding $1 billion in revenue. He emphasizes the importance of a solid data foundation for effective AI implementation, noting that AI models are becoming commodities, but their true value lies in reasoning over proprietary enterprise data. Ghodsi also shares insights on navigating open-source business models, advising founders to achieve widespread adoption of their open-source projects and then innovate with proprietary offerings to monetize effectively.
(03:06:30) - Affinity Drops out of WB Takeover Battle
(03:09:04) - 𝕏 Timeline Reactions

TBPN.com is made possible by:

Ramp - https://ramp.com

Figma - https://figma.com

Vanta - https://vanta.com

Linear - https://linear.app

Eight Sleep - https://eightsleep.com/tbpn

Wander - https://wander.com/tbpn

Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

Polymarket - https://polymarket.com/

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Gemini - https://gemini.google.com

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected