TBPN

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OpenAI's "Backstop," The Benefits of Bubbles, Elon's New Comp Package | Bret Taylor, Dave Baszucki, Vlad Tenev, Uri Marchand, Alex Israel, Paul Erlanger, Nilam Ganenthiran Nov 06, 2025

Show notes

(00:00) - OpenAI's "Backstop"
(50:55) - The Benefits of Bubbles
(56:00) - 𝕏 Timeline Reactions
(01:13:21) - Bret Taylor, co-founder of Sierra and chairman of OpenAI, discusses Sierra's recent customer conference, Sierra Summit, highlighting the company's growth from a small team to serving over 400 customers, and announces new product features, including the ability to publish customer service agents directly to ChatGPT, reflecting the evolving landscape of customer engagement through AI agents.
(01:31:44) - David Baszucki, co-founder and CEO of Roblox Corporation, discussed the platform's significant growth, noting that daily active users have reached approximately 150 million, with all content created by its vast developer community. He highlighted the company's goal to capture 10% of the global gaming market, up from the current 3%, and emphasized the importance of continuous innovation, particularly in integrating AI to enhance user experiences and support dynamic, large-scale multiplayer environments. Baszucki also addressed the platform's robust creator economy, mentioning that over $1 billion is projected to flow back to developers this year, underscoring Roblox's commitment to supporting its creator community.
(01:58:43) - Vlad Tenev is the co-founder and CEO of Robinhood, a financial technology company he launched in 2013 to democratize finance for all. In the conversation, Tenev discusses Robinhood's strong earnings, highlighting relentless product velocity and increased market share across equities, options, crypto, and prediction markets, which have been doubling quarter over quarter since their launch a year ago. He also emphasizes the company's focus on becoming a comprehensive financial super app, aiming to handle all aspects of users' finances in one place.
(02:33:33) - Uri Marchand, CEO and Co-Founder of Overwolf, a platform enabling in-game creators to build, distribute, and monetize apps and mods, discusses the company's role in supporting developers who enhance existing games with user-generated content (UGC). He emphasizes the importance of respecting intellectual property rights and collaborating with game studios to integrate UGC safely and effectively. Marchand also highlights Overwolf's significant growth, noting that the company has paid out approximately $800 million to creators, with $300 million distributed in the last 12 months.
(02:47:30) - Alex Israel, co-founder and CEO of Metropolis Technologies, announced the company's recent $1.6 billion financing, comprising $500 million in Series D equity and a $1.1 billion term loan. He expressed confidence in managing the debt, citing Metropolis's scale, free cash flow, and plans to expand AI-driven, seamless payment solutions into new verticals like gas stations, car washes, and quick-service retail. Israel emphasized focusing on revenue synergies and long-term growth over cost-cutting, aiming to build trust with consumers through innovative, frictionless experiences.
(02:57:01) - Paul Erlanger, co-founder of the crypto trading app fomo, discusses the platform's mission to become the largest financial platform built natively on crypto rails, offering users access to millions of digital assets with seamless onboarding and social features. He highlights Fomo's rapid growth since its launch six months ago, including onboarding over 120,000 users and achieving daily trading volumes between $20 to $40 million. Erlanger also emphasizes the company's focus on expanding asset offerings to include equities, bonds, and prediction markets, aiming to provide a comprehensive and accessible financial platform for the mass market.
(03:04:17) - Nilam Ganenthiran, former President of Instacart and Partner at D1 Capital, is the Co-Founder and CEO of Beacon Software, an AI-focused holding company that acquires and grows niche vertical market software businesses serving underrepresented sectors. In the conversation, he discusses how Beacon partners with entrepreneurs to integrate AI into traditional industries like campgrounds and private schools, enhancing operations and customer engagement. He highlights examples such as using AI for lead generation in campground management and developing new products like letsboat.com to expand service offerings efficiently.
(03:14:39) - Elon's New Comp Package

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Diet TBPN: November 5, 2025 Nov 05, 2025

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

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Fin - https://fin.ai/tbpn
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Gemini - https://gemini.google.com

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Isaacman Back in the Cockpit at NASA, Google Takes AI to Space, 𝕏 Timeline Reactions | Cliff Obrecht, Jerry Murdock, SHL0MS, Shehzan Maredia, Mina Fahmi, Alessandro Chesser, John Maslin, Eugenia Kuyda, Anish Acharya, David Risher & Erin Brewer Nov 05, 2025

Show notes

(00:31) - Isaacman Back in Cockpit at NASA
(20:44) - Google Takes AI to Space
(26:09) - 𝕏 Timeline Reactions
(01:18:31) - Cliff Obrecht, co-founder and COO of Canva, discusses the company's growth to 260 million monthly active users and nearly $4 billion in revenue, emphasizing their focus on delivering user value through an integrated creative operating system. He highlights Canva's strategic incorporation of AI, including the acquisition of Leonardo, to enhance design capabilities and streamline workflows. Obrecht also shares insights on successful company acquisitions, stressing the importance of understanding founders' motivations and ensuring cultural alignment for effective integration.
(01:33:41) - Jerry Murdock, co-founder of Insight Partners, discusses the firm's inception in 1995 alongside Jeff Horing, highlighting their early focus on infrastructure and applications to avoid the dot-com bubble, which ultimately did not shield them from the market downturn. He reflects on the challenges faced during the early 2000s, emphasizing the importance of adaptability and strategic investment in emerging technologies. Murdock also shares insights on the current AI boom, cautioning about potential economic disruptions and the necessity for companies to align with evolving technological platforms.
(02:03:22) - 𝕏 Timeline Reactions
(02:11:54) - SHL0MS is an anonymous artist known for provocative projects that challenge conventional norms, such as detonating a Lamborghini to critique the rapid wealth culture in cryptocurrency communities. In the conversation, he discusses his inclination to disrupt systems, his disdain for traditional labels like 'artist,' and his use of AI to enhance his creative endeavors.
(02:26:52) - Shehzan Maredia, CEO of Lava, discusses the company's recent $200 million funding round and the launch of their Bitcoin Line of Credit, offering flexible, low-interest loans backed by Bitcoin. He highlights the product's adaptability to users' diverse financial needs, emphasizing its open-ended terms and absence of fixed payment schedules. Maredia also addresses Lava's strategy to navigate Bitcoin's volatility by maintaining a Bitcoin-only collateral policy and encouraging users to add more collateral to their loans.
(02:34:18) - Mina Fahmi, co-founder of Sandbar, introduces the Stream ring—a wearable device designed to capture voice notes and control music through a touchpad interface. He explains that the ring allows users to effortlessly record thoughts and ideas on the go, with the companion app organizing these notes and facilitating interactions with an AI assistant. Fahmi also discusses the development timeline, noting that after two years of building, Sandbar plans to begin shipping the product in the summer of 2026.
(02:41:52) - Alessandro Chesser, CEO of Dynasty and former VP of Sales at Carta, discusses how Dynasty simplifies the creation of Nevada trusts, enabling founders to leverage Qualified Small Business Stock (QSBS) exemptions for significant tax savings. By establishing multiple trusts, founders can maximize tax-free capital gains, with each trust eligible for up to $10 million in exemptions. Chesser emphasizes the importance of setting up these trusts early to avoid gift tax implications and highlights Dynasty's mission to make such financial strategies accessible to a broader audience.
(02:48:34) - John Maslin, CEO and co-founder of Vulcan Elements, discusses the company's $1.4 billion deal with the U.S. government to establish a 10,000 metric ton rare earth magnet facility, aiming to address the nation's critical shortage in this sector. He emphasizes the urgency of building a domestic supply chain for these essential components, which are vital for defense, aerospace, and economic industries, and outlines plans to have initial capacity online by 2027, with efforts to accelerate the timeline if possible. Maslin also highlights the importance of a collaborative approach between industry and government to meet the growing demand for rare earth magnets, stressing that the challenge lies more in manufacturing capabilities than in raw material availability.
(02:54:57) - 𝕏 Timeline Reactions
(02:57:19) - Eugenia Kuyda, founder and CEO of Replika, an AI company focused on developing conversational AI for companionship and emotional support, discusses her new venture, Wabi, a personal software platform where users can discover, remix, or create mini apps for daily life. Unlike traditional app builders, Wabi hosts all mini apps within its platform, offering benefits like social graph discovery, integrated services, and enhanced security. Kuyda envisions Wabi as a YouTube for mini apps, aiming to set software free by providing an interface that allows users to tap into AI capabilities through personalized, lightweight workflows.
(03:14:15) - Anish Acharya, a General Partner at Andreessen Horowitz, has a background in founding and leading consumer technology companies, including SocialDeck and Snowball, both acquired by major tech firms. In the conversation, he discusses the evolution of software from the eclectic and experimental nature of the early 90s internet to its current, more uniform state, emphasizing the need to reintroduce creativity and cultural diversity into software development. He highlights the potential of AI to democratize software creation, enabling rapid development of personalized applications and fostering a more participatory and innovative digital environment.
(03:28:05) - David Risher, CEO of Lyft, and Erin Brewer, CFO of Lyft, discusses the company's record-breaking earnings, highlighting all-time highs in gross bookings, adjusted EBITDA, and free cash flow. They emphasize Lyft's strategic focus on customer satisfaction, aiming to reduce surge pricing by increasing driver supply and improving service metrics. The team also outlines plans for integrating autonomous vehicles into Lyft's platform through partnerships with industry leaders like Waymo and Baidu, creating a hybrid network that combines human drivers and robotaxis.

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Diet TBPN: November 4, 2025 Nov 04, 2025

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

Sequoia's Leadership Shakeup, Anthropic's Road to Profitability, 𝕏 Timeline Reactions Nov 04, 2025

Show notes

(00:33) - Sequoia's Leadership Shakeup
(04:14) - Anthropic's Road to Profitability
(09:30) - 𝕏 Timeline Reactions
(22:46) - Palantir's Q3 Earnings and Their Big Bet on High Schoolers
(28:57) - The State of the AI Race Between the U.S. and China
(39:34) - 𝕏 Timeline Reactions

TBPN.com is made possible by:

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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:

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

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

Diet TBPN: November 3, 2025 Nov 03, 2025

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Sama's BG2 Appearance, Ilya Sutskever Deposition, Porsche 911 Turbo S Reactions | Mark Gurman, Daniel Roberts, Erica Brescia, Benjamin Witte Nov 03, 2025

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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

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Diet TBPN: October 31, 2025 Nov 01, 2025

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Marc Andreessen & Ilya Sutskever Host TBPN, Mag 7 Earnings Recap | Aydin Senkut, Dean Ball, Shreya Murthy, Lulu Meservey & Gaby Goldberg, Jakob Diepenbrock, Shishir Mehrotra, Karri Saarinen Oct 31, 2025

Show notes

(13:04) - Mag 7 Earnings Recap
(37:12) - 𝕏 Timeline Reactions
(54:11) - WSJ Mansion Section
(01:04:37) - 𝕏 Timeline Reactions
(01:13:12) - Lulu Meservey, founder of the strategic communications firm Rostra, Lulu previously served as CCO & EVP of Corporate Affairs at Activision Blizzard and was VP of Communications at Substack. Gaby Goldberg is a communications professional at Rostra and former investor at The Chernin Group, where she helped build its early-stage crypto practice.
(01:27:08) - Dean Ball, a senior fellow at the Foundation for American Innovation and former Senior Policy Advisor for AI and Emerging Technology at the White House, discusses the evolving landscape of AI regulation, highlighting the interplay between state and federal initiatives, particularly California's proactive stance in the absence of federal action. He emphasizes the challenges in defining and governing superintelligence, noting the lack of scientific consensus and the complexities of global policy coordination. Additionally, Ball addresses the potential for a tech backlash driven by public concerns over job displacement and rising electricity costs associated with AI advancements.
(02:08:19) - Aydin Senkut, founder and managing partner of Felicis Ventures, began his career as Google's first product manager, launching its initial international sites. In the conversation, he recounts his transition from Google to venture capital, highlighting early rejections from firms that doubted his potential as an investor. Undeterred, he founded Felicis Ventures, achieving significant successes with investments in companies like Shopify and Meraki, and emphasizes the importance of resilience and belief in founders when making investment decisions.
(02:34:37) - Jakob Diepenbrock, General Partner at Discipulus Ventures, discusses the recent demo day held in El Segundo, California, where nine companies presented innovations across various sectors, including energy, manufacturing, and software. He highlights a shift from defense-focused startups to ventures addressing broader industrial challenges, emphasizing the potential for disruption in legacy industries. Diepenbrock also notes the importance of building a supportive ecosystem for young founders tackling critical problems.
(02:47:36) - Shreya Murthy is the co-founder and CEO of Partiful, an event planning platform launched in 2020 that has gained significant traction among Gen Z and millennials. In the conversation, she discusses the platform's rapid growth, particularly during Halloween, which she describes as their "Super Bowl," and addresses competition from major players like Apple, emphasizing Partiful's focus on creating fun and engaging event experiences. Murthy also highlights the importance of brand identity in distinguishing Partiful from competitors and shares the company's vision to become the leading platform for real-world social connections as traditional social media shifts towards entertainment.
(03:03:24) - Shishir Mehrotra, CEO of Superhuman, discusses the company's recent rebranding from Grammarly to Superhuman, reflecting their commitment to empowering users with AI-enhanced tools. He introduces "Superhuman Go," a new AI assistant platform that extends Grammarly's technology to integrate proactive AI assistance across various applications. Mehrotra emphasizes their focus on embedding AI seamlessly into users' workflows, distinguishing their approach from other AI services that require user initiation.
(03:10:22) - Karri Saarinen, co-founder and CEO of Linear, discusses the evolution of software development workflows in the context of AI advancements, emphasizing the need to assess and adapt existing processes rather than discarding them entirely. He highlights Linear's commitment to assisting companies in this transition by integrating AI capabilities, such as delegating tasks to tools like GitHub Copilot, enabling non-technical team members to contribute more effectively. Saarinen also reflects on Linear's design philosophy, focusing on functionality and pragmatism to inspire quality and craftsmanship in the software industry.

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Public - https://public.com

AdQuick - https://adquick.com

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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:

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Diet TBPN: October 30, 2025 Oct 30, 2025

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