TBPN

Latest Episodes:

YC Demo Day, Spoon = Bent (Again), iPhone Duo Reactions | Garry Tan, Om Buddhdev, Karen Serfaty, Antonio Li, Edward Ge, Alfredo Gonzalez Sep 10, 2026

Show notes

(01:47) - The Future of AI
(10:57) - AI Safety Takes Over the Timeline
(12:48) - Spoon = Bent (Again)
(17:54) - iPhone Duo Reactions
(24:17) - Garry Tan discusses Y Combinator’s growing focus on hard tech and how AI enables small teams to build ambitious hardware, software, defense, and gaming companies with fewer resources. The Y Combinator CEO predicts AI-native startups will outcompete established firms through agentic workflows while emphasizing practical cybersecurity solutions over speculative AI-safety debates.
(43:56) - Om Buddhdev, co-founder and CEO of Olam Labs, discusses building realistic reinforcement-learning environments and training data to evaluate AI behaviors such as deception, collaboration, and negotiation. He highlights data and compute as key bottlenecks to AI progress, explains Olam Labs’ benchmark-driven business model, and expresses cautious optimism amid growing AI safety concerns.
(52:55) - Karen Serfaty discusses Agent Card, a payments platform that enables AI agents to use consumers’ existing credit cards safely. He explains how its Vault and purchase API help personal-assistant companies securely store cards, navigate merchant websites, and complete online purchases despite anti-bot barriers.
(01:00:16) - Antonio Li discusses Nori Robots’ affordable, San Francisco-built humanoid robot, designed for developers and capable of handling most household tasks through LLM-powered controls. He highlights its $1,688 price, simple claw-based design, potential applications in homes and service industries, and plans to scale production to 400 robots per month.
(01:09:02) - Edward Ge discusses founding Exosat, a Singapore-based company developing sovereign satellite infrastructure as an alternative to U.S. and Chinese networks. He outlines plans for an 11,000-satellite constellation, globally flexible supply chains and launch providers, and serving countries seeking greater technological independence.
(01:15:15) - Alfredo Gonzalez discusses Omanta, an AI-powered personal research lab that helps patients and clinicians analyze genomic data, understand tumor biology, and identify potentially overlooked therapies. He explains that inadequate healthcare data infrastructure is a major barrier to AI progress and shares that Omanta has reached $319,000 in monthly recurring revenue while serving more than 150 patients.
(01:20:20) - 𝕏 Timeline Reactions

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NYSE - https://www.nyse.com

Railway - https://railway.com

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Codex - http://openAI.com/codex

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Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN Sep 09, 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:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.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

Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman Sep 09, 2026

Show notes

(01:44) - Apple Unveils iPhone Duo
(13:08) - Steve Jobs Predicts ChatGPT
(21:38) - Apple Kicks off Ternus Era
(30:03) - Meta Launches Muse AI Agent
(45:41) - Anthropic Researcher Quits Over AI
(54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and massive data-center infrastructure needs. The Sequoia Capital investor also highlights opportunities in energy, hardware, robotics, and industrialization, emphasizing defensible intellectual property, strong founders, and aligning investment timelines with market demand.
(01:10:39) - Mikey Shulman, co-founder and CEO of Suno, discusses the launch of its faster, more expressive V6 music-generation model and partnerships designed to share revenue with artists and rights holders. He also explores how accessible AI tools can inspire everyday creativity, enhance professional music workflows, and become commonplace throughout music production.
(01:35:25) - Keith Rabois discusses the durability and valuations of AI companies, emphasizing talent density, sustainable advantages, and the risks posed by disappointing IPOs or regulation. The venture capitalist and managing director at Khosla Ventures also shares his optimism about technology, skepticism toward AI doomsday predictions, and belief that investors should back companies aligned with their values.
(02:01:26) - David Perell is a writer, educator, and host of the interview series *How I Write*. David Perell discusses his approach to interviewing, ambitions to create enduring media, the success of his Cultural Tutor project, and how architecture and design reflect society’s values.
(02:41:32) - Jim Reilly discusses his entrepreneurial background and Charleston AI, a storefront consultancy that helps individuals and businesses understand, implement, and benefit from artificial intelligence. He explains how AI improves productivity, addresses common fears and misconceptions, and shares plans to establish a strong foundation before expanding the business.
(02:52:49) - Fletcher Richman discusses Type, a shared AI workspace that helps nontechnical teams collaboratively build and deploy AI-powered tools. He explains the company’s focus on midsize businesses, particularly direct-to-consumer e-commerce teams, and its recent $4 million funding round.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN Sep 08, 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.

Math Wars, GG Navier Stokes, Greg Brockman Joins | Dan Wright, Eric Seufert, Scott Wu, Sahir Jaggi, Andrew Borovsky, Harry Mellsop Sep 08, 2026

Show notes

(00:57) - Math Wars
(14:38) - Astra Reactions
(26:47) - Trailer Zone
(39:19) - AI Job Boom Beats the Doom
(52:57) - 𝕏 Timeline Reactions
(01:02:27) - Dan Wright discusses Armada’s mission to bring modular AI infrastructure to underserved regions as the “hyperscaler for the edge.” He highlights the company’s rapid growth, scalable Galleon data centers, use of stranded renewable energy, and focus on speed, scale, data sovereignty, and real-time edge computing.
(01:12:07) - Eric Seufert, founder of Mobile Dev Memo and an expert on mobile advertising and digital platforms, discusses the convergence of Netflix and YouTube, Apple’s expanding advertising ambitions, and Meta’s AI strategy. He argues that advertising—particularly conversion-optimized auctions—will remain the most scalable way to monetize streaming, AI agents, and digital commerce.
(01:48:28) - 𝕏 Timeline Reactions
(01:49:49) - Scott Wu discusses Cognition’s fundraising, the rapid advancement of AI agents, and Devin’s growing role in enterprise software development and cybersecurity. He explains that effective orchestration depends on combining models, tools, and context, while emphasizing AI’s remarkable progress in mathematics and real-world applications.
(02:10:49) - Greg Brockman discusses OpenAI’s advances in mathematical reasoning, computer use, image generation, healthcare, and agentic AI. The OpenAI co-founder and president emphasizes how increasingly capable, unified AI tools could generate new knowledge, solve everyday problems, transform healthcare, and empower people while being developed safely.
(02:35:42) - Sahir Jaggi discusses Forest, the AI Network for Medicine he founded and leads, and its rapid growth to a $3 billion valuation while serving patients, physicians, and major biopharma companies nationwide. He explains how Forest uses AI and healthcare data to streamline clinical trials, drug launches, distribution, and patient access, ultimately making medicine development faster, cheaper, and more predictable.
(02:43:57) - Andrew Borovsky discusses Split, a fintech company that gives consumers flexibility to schedule major bill payments around their income. He explains its cash-flow underwriting model, ACH-based payment technology, rapid growth to nearly $80 million in annualized originations, and recent Series A and B fundraising rounds led by Khosla Ventures.
(02:52:14) - Harry Mellsop discusses his work as co-founder and CEO of Antioch, a startup developing simulation technology for physical AI and autonomous systems. He explains Antioch’s hybrid approach to narrowing the simulation-to-reality gap, accelerating robotics development through data flywheels, and serving markets ranging from humanoid robots and autonomous vehicles to Amazon Ring devices.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

Greg Brockman on Astra and the Future of OpenAI Sep 08, 2026

Show notes

This is our full interview with OpenAI Co-Founder and President Greg Brockman.

We discuss how OpenAI solved the Navier-Stokes Millennium Prize problem, what Astra reveals about the future of computer use, why AI is shifting from chatbots to agents that can actually do work for you, how ChatGPT could transform healthcare, why image generation is unlocking entirely new applications, what OpenAI learned from Operator, and where AI goes from here.

Jobs Boom, Astra Reactions, Cybercab Roll Out, The Dyson Debate | Hunter Somerville, Bar Winkler, Bridgit Mendler, Carina Hong & Ken Ono Sep 04, 2026

Show notes

(00:49) - Astra Reactions
(21:43) - Jobs Report
(41:20) - The Dyson Debate
(51:17) - Cybercab Roll Out
(58:00) - Hunter Somerville discusses his role as co-head of venture and growth equity at StepStone Group, where he invests across funds, direct deals, and secondary transactions. He examines the difficult fundraising environment for emerging managers, inflated valuations and SPV fees, cap-table management, liquidity challenges, and opportunities in AI, deep tech, hard tech, energy, defense, and biotech.
(01:31:34) - Bar Winkler discusses Wonderful, the applied AI company he co-founded and leads as CEO, which operates across 33 markets and recently raised a $550 million Series C. He explains how its AI operating system helps large enterprises deploy agents and applications across customer support, back-office processes, coding, and legacy system replacement, with the long-term ambition of becoming foundational infrastructure comparable to Microsoft.
(01:42:36) - Carina Hong discusses her work as founder and CEO of Axiom Math, where she develops AI tools for mathematical discovery and formal verification. She highlights AxiomÃ¢ÂÂs record-setting progress on major problems, its competition with leading AI labs, and the potential for verification technology to improve mathematics, software, and scientific research.
(02:00:15) - Bridgit Mendler, CEO and co-founder of space communications startup Northwood Space, discusses the companyÃ¢ÂÂs international ground-station network, compact antenna systems, and growing production capacity. She explains how Northwood aims to provide satellites with high-throughput, reliable connectivity while helping operators maximize valuable data amid rising demand and potential launch constraints.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

Astra Reactions, Jobs Print, Cybercab Launch | Diet TBPN Sep 04, 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.

Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN Sep 03, 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

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.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

Pablo Torre Explains the Steve Ballmer & Kawhi Leonard Scandal Sep 03, 2026

Show notes

This is our full interview with Pablo Torre.

We discuss how he uncovered the alleged scheme to funnel $48 million to Kawhi Leonard, why Steve Ballmer risked circumventing the NBA salary cap, how money was routed through companies tied to the Clippers, why the NBA handed Ballmer a historic punishment, whether he could be forced to sell the team, what happens if he goes to war with the NBA, and more.

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