TBPN

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Apple Tax is Dead, OpenAI Ends Vesting Cliff, Anthropic’s Massive TPU Order | Diet TBPN Dec 15, 2025

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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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🟡 Evan Spiegel LIVE in the Ultradome | Colin & Samir, RJ Scaringe, Scott Kupor Dec 15, 2025

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(04:53) - 𝕏 Timeline Reactions
(56:21) - Evan Spiegel is the co-founder and CEO of Snap Inc., best known for creating Snapchat, the camera-driven social platform he helped launch while still a Stanford student, and has since become one of the youngest self-made billionaires in tech while steering Snap’s evolution into an augmented-reality–focused company.
(01:43:03) - 𝕏 Timeline Reactions
(01:49:47) - RJ Scaringe, founder and CEO of Rivian Automotive, discusses the company's strategic focus on expanding its product lineup with the upcoming R2 SUV, aiming to offer a more affordable electric vehicle option starting at around $45,000. He highlights the importance of vertical integration, including the development of in-house technologies like the Rivian Autonomy Processor, to enhance vehicle capabilities and maintain a competitive edge. Scaringe also emphasizes the significance of creating distinctive vehicle designs, such as the unique headlight configuration, to establish brand identity and appeal to a broader market.
(02:29:26) - Scott Kupor, Director of the U.S. Office of Personnel Management, discusses the launch of the U.S. Tech Force, a two-year program aiming to recruit 1,000 engineers, product managers, data scientists, and AI specialists into various federal agencies to modernize government infrastructure. This initiative addresses the need for modern technical expertise and aims to attract early-career professionals, who currently constitute only about 7% of the federal workforce, compared to 25-30% in the private sector. In collaboration with 25 tech companies, the program offers participants career development opportunities and a job fair at the end of the term, facilitating transitions to private sector roles if desired.
(02:41:00) - Colin Rosenblum and Samir Chaudry are the creators behind Colin & Samir, a media duo known for their in-depth interviews and analysis about the creator economy; through their YouTube channel, podcast, and newsletter, they break down how creators build businesses, spotlight emerging platforms, and offer industry-shaping commentary that has made them leading voices in creator-focused media.

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GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN Dec 12, 2025

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Our favorite moments from today's show, in under 30 minutes.

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Disney’s $1B OpenAI Bet, GPT 5.2 Reactions, Saagar Enjeti Weighs In | Matt Levine, Mike Swan, Mike Gallagher Dec 12, 2025

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(02:12) - Disney’s $1B OpenAI Bet
(26:57) - GPT 5.2 Reactions
(40:53) - 𝕏 Timeline Reactions
(58:46) - Mike Swan, owner and managing broker of Swan Land Company, specializes in ranch, farm, and recreational land sales across the Rocky Mountain West. In the conversation, he discusses the enduring appeal of land investments in the western United States, noting a slowdown in 2025 due to strong financial markets but anticipating renewed interest in early 2026. He highlights the premium value of properties with quality water features, the influx of tech industry professionals into Montana seeking safety and lifestyle benefits, and the challenges of generating significant returns from agricultural operations alone, emphasizing the importance of long-term appreciation and conservation-minded ownership.
(01:24:40) - Matt Levine is a Bloomberg Opinion columnist and author of the daily newsletter "Money Stuff." In the conversation, he discusses his transition from working at Goldman Sachs to becoming a journalist, the evolution and challenges of prediction markets, and the potential implications of insider trading within these markets. He also touches on topics such as the possible SpaceX IPO, the OpenAI-Disney deal, and the growth of private credit in the tech industry.
(01:57:58) - Mike Gallagher, Head of Defense at Palantir Technologies and former U.S. Congressman, discusses the critical need for the U.S. to expand its naval fleet to deter potential threats, particularly from China, emphasizing the importance of increasing ship production to meet geopolitical challenges. He highlights the Navy's partnership with Palantir to implement the Shipbuilding Operating System (ShipOS), a $448 million initiative aimed at modernizing shipbuilding through artificial intelligence and autonomy technologies, thereby streamlining production and enhancing efficiency. Gallagher also addresses the role of autonomous vessels and the significance of international collaborations in strengthening maritime security.
(02:17:28) - Saagar Enjeti is a political commentator, journalist, and podcaster best known as the co-host of Breaking Points alongside Krystal Ball. Previously the host of Rising at The Hill, he built a large following for his populist-leaning, anti-establishment analysis across foreign policy, economics, and U.S. politics. He is a graduate of George Washington University and the University of Texas’ LBJ School, and he has written on national security and international affairs for several outlets. Enjeti is widely recognized for his clear, independent commentary that resists traditional left–right alignment.
(03:02:30) - 𝕏 Timeline Reactions

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Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN Dec 11, 2025

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Our favorite moments from today's show, in under 30 minutes.

Oracle Slides, Disney x OpenAI, SpaceX IPO | Fidji Simo, Dylan Byers, Angela Jiang, Jonathan Slotkin, Aaron Cannon, Karan Kunjur Dec 11, 2025

Show notes

(00:36) - SpaceX IPO
(29:55) - Oracle Slides
(43:16) - Disney x OpenAI
(55:38) - Dylan Byers, a founding partner and senior correspondent at Puck, covers the media industry, including business and gossip. He discusses the media's tendency toward self-obsession, highlighting how minor gossip can overshadow significant industry events. Byers also examines the personal dynamics influencing major mergers, such as the competition between Paramount and Netflix for Warner Bros. Discovery, and the role of AI in the future of media, noting Disney's partnership with OpenAI to create interactive experiences with its characters.
(01:28:01) - Fidji Simo, a French-American businesswoman, is the CEO of Applications at OpenAI, having previously served as CEO of Instacart and as head of the Facebook app at Meta. In the conversation, she discusses her transition to OpenAI, emphasizing her commitment to democratizing AI by transforming ChatGPT from a chatbot into a personal super assistant that can manage various aspects of users' lives, such as travel planning and health management. She also highlights the importance of integrating AI into both consumer and enterprise applications, aiming to enhance productivity and accessibility across different sectors.
(01:52:26) - 𝕏 Timeline Reactions
(02:10:32) - Angela Jiang, a former product manager at OpenAI who contributed to the launches of GPT-3.5 and GPT-4, has co-founded Worktrace AI, a startup focused on automating repetitive tasks in large enterprises. In the conversation, she discusses how Worktrace AI observes employee workflows to identify tasks suitable for AI automation, aiming to bridge the gap between advanced AI models and their practical application in real-world business scenarios. The company recently emerged from stealth mode, announcing a $9 million seed funding round led by Conviction and 8VC, with participation from the OpenAI Fund and notable figures such as Mira Murati and Jason Kwon.
(02:20:40) - Jonathan Slotkin, a practicing neurosurgeon and health system leader, discusses the significant public health benefits of autonomous vehicles, emphasizing that data from Waymo's 100 million miles of operation show a 91% reduction in serious injury crashes compared to human drivers. He argues that widespread adoption of self-driving cars could eliminate traffic deaths as a leading cause of mortality in the U.S., highlighting the need to overcome regulatory challenges and public skepticism to realize these life-saving advancements.
(02:35:47) - Aaron Cannon, co-founder and CEO of Outset, discusses his company's AI-moderated research platform that enables enterprises to conduct and synthesize video interviews at scale, combining the depth of one-on-one interviews with the speed of surveys. He highlights Outset's recent $17 million Series A funding led by 8VC, bringing total funding to $21 million, and mentions partnerships with Fortune 500 companies like WeightWatchers, Nestlé, and Microsoft. Cannon emphasizes the platform's ability to deliver in-depth insights rapidly, noting that clients have experienced research processes that are over eight times faster and capture ten times more interviews than traditional methods.
(02:46:02) - Karan Kunjur, co-founder and CEO of K2 Space, discusses the company's focus on developing large, high-power satellites to meet the growing demand for advanced space capabilities. He highlights the shift from smaller satellites to larger platforms, leveraging the capabilities of modern heavy-lift rockets like SpaceX's Falcon 9 and Starship. Kunjur also emphasizes K2 Space's commitment to providing cost-effective, high-capacity satellite solutions for both commercial and government clients.
(03:00:43) - 𝕏 Timeline Reactions

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Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN Dec 10, 2025

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Our favorite moments from today's show, in under 30 minutes.

Warner Deal Drags, H200 Exports Resume, Meta AI Chafe Gate | Joe Weisenthal, Ben Smith, Matt Hicks, Stephen Schwartz, Saam Motamedi, Nicholas Kelez, Antoine Tessier, Filip Kaliszan Dec 10, 2025

Show notes

(00:28) - H200 Exports Resume
(07:20) - China-Linked AI Chip Smuggling
(14:43) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the Federal Reserve's recent 25 basis point interest rate cut, highlighting internal divisions within the Fed's rate-setting committee, with three members dissenting—two favoring no change and one advocating a deeper cut. He also examines the potential impact of future rate cuts on long-term yields, noting that aggressive short-term cuts could lead to higher long-term rates due to inflation expectations, which may not provide the desired economic stimulus.
(34:20) - Warner Deal Drags
(43:29) - Meta AI Chafe Gate
(59:04) - Ben Smith is a veteran American journalist and media executive. He is the co-founder and editor-in-chief of Semafor, the global news platform launched in 2022. Previously, he was the media columnist for The New York Times (2020–2022) and before that the founding editor-in-chief of BuzzFeed News (2012–2020). Earlier in his career he covered politics for Politico and other outlets, helping pioneer digital-era political journalism.
(01:40:43) - Matt Hicks, who became Red Hat's President and CEO in July 2022, discusses the company's evolution from offering only Red Hat Enterprise Linux (RHEL) to a diverse portfolio including OpenShift, Ansible, and Red Hat AI. He emphasizes Red Hat's focus on smaller, open-source AI models that are more manageable and cost-effective for enterprises compared to larger frontier models. Hicks also highlights the importance of building authentic open-source communities and the value of long-term commitment within a company, drawing from his own 20-year tenure at Red Hat.
(02:00:58) - Stephen Schwartz, CEO of WAP, discusses the company's rapid growth, noting that to achieve a 50% increase in business, they must add over $1 billion in earnings annually. He highlights their aggressive international expansion and strategic partnerships, including a recent collaboration with Micro One to enhance their platform's capabilities. Schwartz also emphasizes the company's focus on integrating AI throughout their platform to simplify operations and support users in starting businesses more efficiently.
(02:20:46) - 𝕏 Timeline Reactions
(02:29:02) - Saam Motamedi, a General Partner at Greylock Partners, focuses on early-stage investments in enterprise software, particularly in AI, cybersecurity, and data infrastructure. He discusses the current venture capital landscape, noting a shift towards a smaller number of firms concentrating on long-term partnerships with founders, emphasizing the importance of enduring commitment in the industry. Motamedi also highlights the transformative impact of AI on enterprise software, suggesting that new pricing models, interfaces, and data structures are creating opportunities for startups to disrupt established companies.
(02:41:08) - Nicholas Kelez, CEO and CTO of xLight, discusses the company's mission to develop the world's most powerful free-electron lasers to revolutionize semiconductor manufacturing by enhancing lithography processes, making chip production more efficient and cost-effective. He highlights the strategic partnership with former Intel CEO Pat Gelsinger, who has significantly contributed to xLight's growth and leadership development. Kelez also emphasizes the importance of the recent $150 million Letter of Intent with the U.S. Department of Commerce, which will accelerate the development of their prototype and advance their first commercial products.
(02:48:17) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the launch of duPont REGISTRY Live, an online auction platform offering a 100% sell-through guarantee and a 14-day return policy for buyers. He highlights the company's recent $34 million capital raise to support this initiative and mentions plans to expand their Nashville facility to 65,000 square feet for vehicle inspections and certifications. Tessier also shares insights into the growing luxury car market, referencing a forthcoming report estimating the U.S. market at $110 billion, with expectations to double in the next decade.
(02:56:53) - Filip Kaliszan, CEO and co-founder of Verkada, discusses his company's mission to enhance physical security through AI and integrated hardware solutions like cameras and access controllers, serving clients such as enterprises, schools, and government buildings. He highlights the company's growth since its 2016 inception, now boasting over 30,000 global customers, including 100 of the Fortune 500, and emphasizes the importance of on-device processing to manage data efficiently and cost-effectively. Kaliszan also touches on the potential role of AI and robotics in security, the company's flexible pricing for nonprofits, and future plans, including a potential public offering.
(03:14:24) - 𝕏 Timeline Reactions

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Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN Dec 09, 2025

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Our favorite moments from today's show, in under 30 minutes.

Ellison's Counter Offer, Chinese H200s, Data Centers in Space | Aaron Ginn, Matt Kalish, Emil Michael, Blake Scholl, Naveen Rao, Ofir Ehrlich, Gorkem Yurtseven, Pedro Franceschi Dec 09, 2025

Show notes

(00:20) - Ellison's Counter Offer
(18:23) - Chinese H200s
(32:18) - Data Centers in Space
(42:30) - 𝕏 Timeline Reactions
(01:01:24) - Aaron Ginn is the CEO and Co-Founder of Hydra Host, a company specializing in high-performance computing infrastructure. In the conversation, he discusses the importance of the United States engaging pragmatically with China on trade, particularly in the technology sector, to maintain American interests and influence. He emphasizes that while China may copy technologies, the U.S. should focus on leveraging its strengths in commerce and free markets to foster mutually beneficial relationships.
(01:22:18) - Matt Kalish, co-founder and president of DraftKings, discusses his journey from analytics and marketing roles to launching DraftKings in 2012, growing it into a leading sports betting platform. He highlights his transition to focus on Hardscope, a new platform aimed at empowering creators and brands in the evolving media landscape, leveraging his experience with Faze Clan to support talent across various content verticals. Kalish also addresses the competitive nature of the sports betting industry, emphasizing DraftKings' commitment to innovation and customer satisfaction amid emerging trends like prediction markets.
(01:43:05) - Emil Michael, the Under Secretary of Defense for Research and Engineering, discusses the Department of Defense's collaboration with Google to provide 3 million Department of War employees access to Google Gemini on a secure private network, emphasizing the importance of integrating AI capabilities while maintaining data security. He highlights the rapid implementation of this initiative within three months and addresses the necessity of banning foreign AI models like Deep Seek to prevent sensitive data exposure. Additionally, Michael outlines the department's commitment to supporting multiple AI models across various security classifications to enhance operational efficiency and maintain technological superiority.
(02:03:16) - SpaceX Targets 2026 IPO
(02:11:30) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the company's recent milestone of their XB-1 aircraft breaking the sound barrier without generating an audible sonic boom on the ground, demonstrating the feasibility of quiet supersonic travel. He explains the physics behind this achievement, known as "Mach cutoff," where the sonic boom refracts upward in the atmosphere, preventing it from reaching the ground. Scholl emphasizes that this advancement opens the door to supersonic travel over land, potentially reducing flight times across the U.S.
(02:34:46) - Naveen Rao, CEO of Unconventional AI, discusses his journey from founding AI chip company Nervana in 2014, to selling MosaicML to Databricks in 2023, and now leading Unconventional AI, which recently raised $475 million at a $4.5 billion valuation. He emphasizes the need to rethink computing paradigms to address AI's escalating energy demands, aiming to develop hardware that is a thousand times more efficient by leveraging new abstractions and focusing solely on AI applications. Rao highlights the importance of rapid iteration and deep co-design in developing this novel hardware, drawing inspiration from biological systems to create more efficient AI substrates.
(02:48:42) - Ofir Ehrlich, co-founder and CEO of Eon, is a seasoned entrepreneur with a background in cloud infrastructure and data protection, having previously co-founded CloudEndure, which was acquired by Amazon in 2019. In the conversation, he discusses Eon's mission to revolutionize cloud backups by transforming them into accessible data lakes, enabling enterprises to utilize their backup data for AI and analytics, and highlights the company's recent $300 million Series D funding round led by Gil Capital, valuing Eon at $4 billion.
(02:57:33) - Gorkem Yurtseven, co-founder and CTO of Fal.ai, a generative media platform for developers, announced the company's $140 million Series D funding led by Sequoia, with participation from Kleiner Perkins and Nvidia. He highlighted the company's significant growth, including an eightfold increase in revenue over the past year and the expansion of their client base to major advertisers, retail platforms, design apps, and movie studios. Yurtseven also discussed the unexpected rise of image editing surpassing AI video in their business, emphasizing the evolving landscape of generative media and the company's commitment to advancing AI-driven media production.
(03:07:50) - Pedro Franceschi, co-founder and CEO of Brex, announced a $5.6 billion partnership with Fifth Third Bank to introduce AI-powered financial solutions to businesses. This collaboration aims to modernize corporate cards and automate financial workflows, leveraging Brex's technology and Fifth Third's extensive distribution network. Franceschi highlighted the potential to transform financial operations for thousands of businesses still using legacy systems.
(03:18:13) - 𝕏 Timeline Reactions

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