TBPN

Latest Episodes:

Meta Connect Recap, 𝕏 Timeline Reactions | Louis Mosley, Brendan Foody, Darren Mowry, Kayvon Beykpour, Mukund Jha, Noah Löfquist, Dan Lahav, Ben Milne Sep 18, 2025

Show notes

(00:30) - Meta Connect Reactions
(05:25) - The Timeline Reacts to Meta Connect
(40:13) - 𝕏 Timeline Reactions
(47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion investment in the UK over the next five years, including the creation of 350 new jobs and establishing London as the European defense headquarters. Mosley emphasizes the UK's unique talent pool and the importance of interoperability among Western allies, drawing lessons from the war in Ukraine.
(57:48) - 𝕏 Timeline Reactions
(01:14:46) - Brendan Foody, CEO and co-founder of Mercor, discusses the company's rapid growth from a $1 million to a $500 million revenue run rate in 17 months, attributing this success to their AI-driven platform that connects specialized global talent with AI development opportunities. He highlights the shift in AI model evaluation from academic benchmarks to professional domains, emphasizing the need for human-defined success criteria to train models effectively. Foody also touches on the importance of staying at the frontier of AI advancements and the challenges of predicting future demand in a rapidly evolving industry.
(01:31:08) - Darren Mowry, Managing Director for North America at Google Cloud, discusses the rapid evolution of AI and its impact on startups, highlighting the increased demand for AI infrastructure and the swift consumption of Google Cloud credits by startups. He emphasizes Google's commitment to supporting these startups through advanced AI models like Gemini and partnerships with companies such as Anthropic and Meta, enabling seamless integration and innovation. Mowry also notes the significance of Google's AI Builders Summit, bringing together founders and builders to explore AI's transformative role across various industries.
(01:38:14) - Kayvon Beykpour, co-founder of Periscope and former Twitter product leader, discusses the evolution of Periscope from its initial concept as "Bounty," a platform for requesting photos from specific locations, to its transformation into a live video streaming service. He highlights the challenges of building a live-focused social network and emphasizes the importance of integrating live streaming features into existing platforms. Beykpour also introduces his new venture, Macroscope, an AI-powered tool designed to help developers and product managers understand codebases, track changes, and identify bugs, aiming to enhance productivity and reduce time spent in meetings.
(02:02:37) - Mukund Jha, co-founder and CEO of Emergent, discusses the company's AI-powered platform that enables non-technical users to transform ideas into fully functional, production-ready applications. Since its launch three months ago, Emergent has attracted over a million users who have built more than 1.5 million apps, with a significant portion being monetizable. Jha highlights the platform's unique ability to support web, mobile, and backend development in one integrated system, catering to a diverse user base from business owners digitizing their operations to entrepreneurs launching startups.
(02:08:57) - 𝕏 Timeline Reactions
(02:19:23) - Noah Löfquist discusses his work on developing computer use agents—software designed to automate tasks by training foundation models to operate computers like humans. He emphasizes the importance of high-quality data, noting that much of it can be synthetically generated, and highlights the initial focus on automating monotonous tasks such as managing emails and scheduling. Lfquist envisions a future where these agents seamlessly integrate structured outputs and APIs to efficiently perform a wide range of computer-based activities.
(02:24:13) - 𝕏 Timeline Reactions
(02:31:24) - Dan Lahav is the co-founder and CEO of Irregular, an AI security company that recently emerged from stealth with $80 million in funding. In the conversation, Lahav discusses Irregular's mission to collaborate with leading AI labs like OpenAI and Anthropic to proactively identify and mitigate potential security threats posed by advanced AI models. He emphasizes the importance of developing high-fidelity simulations to test AI systems under various scenarios, aiming to build the next generation of defenses ahead of potential attacks.
(02:39:58) - Ben Milne, founder and CEO of Brale, has been a fintech innovator for over a decade, previously establishing Dwolla. In the conversation, he discusses Brale's mission to simplify stablecoin creation, reducing the process from a costly, lengthy endeavor to an affordable, rapid one, enabling businesses to launch custom stablecoins efficiently. Milne emphasizes the benefits of stablecoins in reducing costs, generating revenue, and offering customization, while ensuring interoperability across various blockchain platforms.

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LIVE from Meta | Zuck, Boz, James Cameron, Alex Wang & more Sep 17, 2025

Show notes

(00:00) - Live from Meta Connect
(01:26:51) - Chris Cox, Meta's Chief Product Officer, leads the development of core applications like Facebook, Instagram, WhatsApp, Messenger, and Threads, as well as overseeing the company's AI and privacy initiatives.
(01:38:16) - Adam Mosseri, the Head of Instagram, discusses the platform's evolution from simple square photos to incorporating videos, stories, and direct messaging, emphasizing the need to adapt to user preferences to remain relevant.
(01:45:21) - Connor Hayes discusses Threads' rapid growth, noting it has surpassed 400 million monthly active users, and highlights its global reach.
(01:51:31) - Roberto Nickson discusses his enthusiasm for the Meta Ray-Ban smart glasses, highlighting the natural feel of the electromyography band and its potential as a creator tool for capturing behind-the-scenes and point-of-view content.
(01:54:01) - Alexandr Wang discusses the rapid establishment of the AI lab, emphasizing Meta's unparalleled resources and talent density, which he believes position the company to achieve superintelligence.
(02:01:31) - Andrew Bosworth, Meta's Chief Technology Officer, discusses the company's advancements in augmented reality (AR) and artificial intelligence (AI), highlighting the development of Orion AR glasses and the integration of AI into wearable technology.
(02:16:26) - Eva Chen, Meta's Vice President of Fashion Partnerships, discusses the integration of stylish design and advanced technology in products like the Ray-Ban Meta smart glasses, emphasizing their seamless fit into everyday fashion.
(02:21:56) - Tiffany Janzen, founder of TiffinTech, discusses her excitement about Meta's product announcements at Meta Connect 2025, particularly the Meta Ray-Ban displays, highlighting their potential to revolutionize content creation by enabling instantaneous capture of organic moments.
(02:28:06) - Mark Zuckerberg discusses the future of augmented reality (AR) glasses and their integration with artificial intelligence (AI).
(02:39:51) - Alex Himel, Meta's Vice President of Wearables, discusses the company's latest advancements in wearable technology, including the second generation of Ray-Ban Meta glasses with improved battery life, image quality, and an AI mode for the camera.
(02:46:51) - Rocco Basilico, Chief Wearables Officer at Luxottica, recounts how his passion for integrating technology with eyewear led him to proposing a collaboration that eventually resulted in the Ray-Ban Meta smart glasses.
(02:52:31) - James Cameron discusses his enthusiasm for virtual reality (VR) as a medium for cinematic experiences.
(03:00:46) - Vishal Shah, Vice President of the Metaverse at Meta, discusses the company's progress in developing immersive experiences, emphasizing the role of generative AI in enabling users to create virtual environments.

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Elon Doubles Down, 𝕏 Timeline Reactions | Andrew Yang, Ishan Mukherjee, Tony Holdstock, Tomer London, Andrei Serban, Tim Higgins Sep 16, 2025

Show notes

(00:30) - TBPN in the WSJ
(21:13) - "Daddy is very much home" says Elon
(01:29:33) - Ishan Mukherjee, co-founder of Pixie Labs and former Senior Vice President of Growth at New Relic, discusses the launch of Rocks2GA, achieving $25 million in revenue, and securing major clients like Saudi Aramco. He highlights their focus on delivering ROI within 90 days through agent-based pricing and full-service deployment, differentiating from competitors like Salesforce. Mukherjee also emphasizes their lean team structure, with 25 engineers and 10 field and sales personnel, enabling rapid product development and customer integration.
(01:37:00) - Tony Holdstock, co-founder and CEO of Ingest, discusses the company's recent $21 million Series A funding round led by Altimeter Capital, with continued investment from Andreessen Horowitz. He explains that Ingest offers an asynchronous execution platform enabling developers to build durable workflows as step functions, simplifying infrastructure management. Holdstock highlights the platform's applications in AI and AI agents, emphasizing its role in accelerating product iteration by abstracting complex infrastructure tasks.
(01:47:20) - Tomer London, co-founder and Chief Product Officer of Gusto, leads the development and execution of the company's product vision, focusing on modernizing payroll, benefits, and compliance for small businesses. In the conversation, he discusses Gusto's new features aimed at improving cash flow for small businesses, including faster payroll processing options like next-day, same-day, and instant payroll, as well as a partnership with Paraffin to offer Payroll Bridge, a solution to help businesses meet payroll even when funds are short. He emphasizes the importance of addressing cash flow challenges to alleviate the stress small business owners face when they can't meet payroll obligations.
(02:05:05) - Andrei Serban is the Founder and CEO of Console, a company that automates IT support using AI agents. In the conversation, he discusses Console's recent $23 million Series A funding led by DST Global and Thrive Capital, and explains how their AI agents integrate with organizational systems to handle tasks like password resets and access requests directly within Slack, aiming to reduce the support.
(02:17:40) - Andrew Yang, an entrepreneur and former 2020 Democratic presidential candidate, is known for advocating Universal Basic Income (UBI) to address job displacement due to automation. In the conversation, he discusses his new venture, Noble Mobile, a mobile service provider aiming to reduce costs for consumers by offering unlimited data plans with potential cash-back incentives for lower usage, and highlights the ease of switching carriers using eSIM technology.
(02:36:30) - Tim Higgins, a business columnist at The Wall Street Journal and former Apple beat reporter, discusses his new book, "I Wore," which explores Apple's dominance in the digital world and the challenges posed by rivals like Epic Games and Spotify. He highlights the ongoing debates over Apple's App Store policies, including the 15-30% commission, and the broader implications of antitrust scrutiny on the company's future innovations, particularly in AI. Higgins also notes the potential distractions these legal battles pose for Apple, drawing parallels to Microsoft's past antitrust issues.
(02:52:40) - Alexander Embiricos, the product lead for OpenAI's Codex, discusses the recent launch of a new Codex model, highlighting its integration across various coding environments and its evolution into an AI teammate capable of independent task execution. He emphasizes the model's adaptability in dynamically adjusting response times based on query complexity and notes a significant increase in usage due to continuous improvements. Embiricos also addresses the importance of prompt engineering and the challenges in steering AI agents effectively.

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Google Gemini Strikes Back, China Hits NVIDIA on Antitrust | Bill Bishop, Pete Shadbolt, Sadi Khan, Lukas Czinger, Kyle Samani Sep 15, 2025

Show notes

(00:42) - Google Gemini Strikes Back
(01:59) - TBPN in the WSJ
(04:31) - Google Gemini's Comeback Breakdown
(36:15) - China Hits NVIDIA on Antitrust
(41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversation, he discusses China's antitrust investigation into Nvidia, highlighting the potential for significant fines and the strategic timing of the probe amid U.S.-China trade negotiations. He also examines the complexities surrounding TikTok's operations in the U.S., emphasizing the legal challenges and geopolitical considerations influencing the platform's future.
(01:01:16) - Timeline Reactions
(02:30:22) - Pete Shadbolt, co-founder and Chief Scientific Officer of PsiQuantum, a quantum computing company based in the Bay Area, discusses the company's journey from academic research to securing a $1 billion funding round aimed at building large-scale quantum computers. He highlights their focus on developing a million-qubit system by leveraging semiconductor manufacturing, partnerships with entities like GlobalFoundries, and collaborations with governments in Australia and the U.S. to establish quantum computing facilities. Shadbolt emphasizes the strategic importance of quantum computing, its potential applications in fields like chemistry and materials science, and the necessity of substantial investment and innovation to overcome technical challenges and achieve practical, error-corrected quantum systems.
(02:44:43) - Sadi Khan, co-founder and CEO of Aven, discusses the company's innovative home equity-backed credit card, which offers homeowners the ability to secure lower interest rates and earn 2% unlimited cash back on all transactions. By streamlining the traditionally lengthy HELOC process to just 15 minutes through advanced automation, including remote wet signatures executed by robotic arms, Aven provides a seamless and efficient borrowing experience. Khan also highlights the company's recent Series E funding and emphasizes Aven's commitment to offering the lowest cost of capital to consumers, regardless of fluctuating interest rate environments.
(02:51:41) - Lukas Czinger, Vice President of Operations, Automation, and Manufacturing at Divergent 3D, discusses the company's recent $290 million Series E funding round, which will enable the expansion of their Los Angeles campus and the establishment of new facilities across the U.S. He emphasizes the strategic importance of locating these facilities near key defense and automotive clients to enhance collaboration and logistics. Additionally, Czinger highlights the versatility of Divergent's digital manufacturing platform, capable of seamlessly producing diverse products without downtime, and shares updates on the Czinger 21C hypercar, noting multiple deliveries in the U.S. and Europe, with plans for future variants and models.
(03:00:54) - Kyle Samani, co-founder and managing partner of Multicoin Capital, a leading cryptocurrency investment firm, discusses raising $1.65 billion in two weeks for Ford Industries, aiming to establish it as a top digital asset treasury company with aspirations of becoming a $50 billion publicly traded entity. He highlights the strategic team collaboration with Jump and Galaxy, emphasizes opportunities in mergers and acquisitions, and outlines plans to leverage capital market structures to enhance shareholder value.
(03:11:47) - Timeline Reactions

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Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption Sep 13, 2025

Show notes

(00:00) - Intro
(00:03) - Declining AI Adoption
(16:03) - YC Demo Day
(36:53) - Peter Tuchman (Einstein of Wall Street)
(45:45) - Apple Debuts iPhone 17
(01:08:39) - How to think about the $300B OpenAI-Oracle

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OpenAI–Microsoft Restructure, Winning Formula for AI Founders, 𝕏 Timeline Reactions Sep 12, 2025

Show notes

(00:20) - Timeline Reactions
(02:39) - OpenAI & Microsoft's For-Profit Restructure
(19:07) - Anthropic CEO Weighs in on Future of AI
(22:35) - GPT-5 Data Analysis
(25:04) - Timeline Reactions
(01:00:34) - AI Startup Founder's Winning Formula
(01:31:41) - Timeline Reactions
(01:40:02) - WSJ Mansion Section
(01:56:10) - Timeline Reactions

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Apple Unveils iPhone 17 Lineup, OpenAI & Oracle's $300B Cloud Pact | Nico Rosberg, Josh Machiz, Nir Zicherman, Amjad Masad, Alex Mashrabov, Stefan Cohen, Rohan Kodialam, Timothy Luchini, Marc Boroditsky, Michael Tannenbaum Sep 11, 2025

Show notes

(04:11) - Apple Unveils iPhone 17 Lineup
(40:36) - OpenAI & Oracle Strike $300B Cloud Pact
(52:44) - Timeline Reactions
(01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In his conversation, he discusses his excitement about joining Lightspeed, emphasizing the firm's comprehensive support for companies from seed stage through IPO and beyond. He also highlights plans to enhance Lightspeed's media presence through platforms like TikTok and Instagram, aiming to authentically share founders' stories and differentiate the firm's brand in the venture capital landscape.
(01:30:44) - Nico Rosberg, a German-Finnish former racing driver, won the 2016 Formula One World Championship with Mercedes before retiring days later. He discusses his transition from racing to venture capital, founding Rosberg Ventures to invest in top-tier VC funds and bridge European corporates with innovative U.S. startups. Rosberg also highlights the challenges European car manufacturers face in adopting new technologies and the rapid advancements of Chinese electric vehicle companies.
(02:01:02) - Nir Zicherman, CEO and co-founder of Oboe, previously co-founded Anchor and served as VP of Audiobooks at Spotify. In the conversation, he introduces Oboe as an AI-driven platform designed to create personalized, multimodal courses on any topic, aiming to make learning more accessible and engaging. Zicherman emphasizes the importance of multimodal learning experiences, including text, audio, and interactive elements, to cater to diverse learning preferences.
(02:09:42) - Amjad Masad, CEO of Replit, discusses the company's recent $250 million funding round at a $3 billion valuation, highlighting the launch of Agent 3, an autonomous AI tool designed to test, fix code, and build custom workflows. He emphasizes Replit's mission to democratize software development, enabling individuals without coding experience to create applications through natural language interactions. Masad also envisions a future where AI agents can autonomously develop software, reducing the need for traditional coding and expanding access to software creation across various professions.
(02:26:39) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is an entrepreneur specializing in consumer generative AI products, with a background that includes leading AI initiatives at Snap Inc. He discusses Higgsfield's recent $50 million fundraising, the company's support for social media-native creators, and the rapid growth of their AI-generated content, which has surpassed 1.3 billion views in just five months. Additionally, he highlights the launch of Higgsfield Ventures to support the next wave of AI startups and shares insights into the future of AI-driven content creation, predicting that in three years, every second video will be AI-generated, with Higgsfield playing a significant role in this transformation.
(02:35:10) - Stefan Cohen, a Partner at Bain Capital Crypto, has been leading the firm's crypto investments since 2016, focusing on areas like layer 1 infrastructure, scaling solutions, DeFi, and privacy. In the conversation, he discusses the firm's flexible investment strategy, which includes both liquid tokens and early-stage projects, emphasizing long-term positions over active trading. He also highlights the importance of supporting founders with unconventional ideas, noting that many successful companies start with concepts that are initially hard to believe.
(02:47:10) - Rohan Kodialam, co-founder and CEO of Sphinx, discusses how his company is developing AI copilots to transform raw data into actionable business insights, particularly focusing on tabular and time-series data that traditional large language models struggle with. He highlights their initial work with hedge funds, providing tools for quantitative analysts to extract valuable insights from data more efficiently. Kodialam also touches on Sphinx's go-to-market strategy, which includes both enterprise sales and a bottom-up approach targeting data scientists frustrated with existing tools, and emphasizes their focus on building transformative solutions over immediate monetization.
(02:52:49) - Timothy Luchini, CEO of Intramotev Autonomous Rail, discusses the development of battery-electric autonomous railcars designed to enhance the efficiency and flexibility of freight transportation. By equipping individual railcars with self-propulsion capabilities, these vehicles can operate independently or integrate into traditional long trains, facilitating more frequent and adaptable freight movements. This innovation aims to reduce idle times, lower greenhouse gas emissions, and make rail transport more competitive with trucking by offering faster and more flexible delivery options.
(03:01:26) - Marc Boroditsky, Chief Revenue Officer at Nebius, brings extensive experience from leadership roles at Twilio, Oracle, and Cloudflare. He discusses Nebius's recent $17.4 billion partnership with Microsoft to provide AI infrastructure, highlighting the company's focus on building AI infrastructure for startups and enterprises. Boroditsky emphasizes Nebius's commitment to delivering comprehensive AI solutions, including model creation, training, and inference capabilities, to support customers from development to production.
(03:09:44) - Michael Tannenbaum, CEO of Figure Technology Solutions, discusses the company's recent IPO, highlighting its growth and profitability, the $185 billion total addressable market in private credit, and its leadership in tokenizing real-world assets on blockchain. He explains how Figure's technology streamlines loan origination and capital markets, citing a partnership with Houzz that reduces loan processing costs by $11,000 and shortens timelines from 45 to 5 days. Reflecting on the IPO process, Tannenbaum notes the shift towards virtual meetings post-COVID and emphasizes the importance of public markets for growth and branding, drawing parallels to his experience at SoFi.

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LIVE @ NYSE for Klarna IPO | Peter Tuchman, Sebastian Siemiatkowski, Lynn Martin, David Sandstrom, Mati Staniszewski, Andrew Reed, Markus Villig Sep 10, 2025

Show notes

(00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many products they use daily are from publicly traded companies, suggesting they consider buying shares instead of just the products. This engagement significantly boosted his social media following, increasing from 260,000 to over 419,000, with some posts garnering 40 million views.
(17:44) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, a Swedish fintech company, discusses the company's journey from its inception to its recent IPO, highlighting the challenges faced, including early cash flow issues and the strategic shift towards consumer services. He emphasizes the importance of global expansion, particularly in the U.S. market, and the role of AI in enhancing operational efficiency and customer experience. Siemiatkowski also reflects on the significance of building transparent financial products that cater to consumers seeking alternatives to traditional credit cards.
(41:44) - David Sandström, Chief Marketing Officer at Klarna, discusses his journey from leading a major Nordic ad agency to transforming Klarna from a traditional B2B financial institution into a vibrant consumer lifestyle brand. He emphasizes the importance of understanding consumer behavior and the psychology behind brand preferences, highlighting the strategic decision to adopt pink branding to differentiate Klarna in the predominantly blue financial sector. Sandström also explores the cultural differences between European and American markets, noting the U.S. consumer's appreciation for marketing and entrepreneurial success, and discusses Klarna's expansion strategies, including the introduction of in-store payment options and a physical card to meet consumer demand.
(52:32) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a voice AI research company, recently joined Klarna's board of directors. In his conversation, he discusses how he met Klarna's CEO, Sebastian Siemiatkowski, through a Sequoia event, leading to their collaboration on integrating AI to enhance customer service and internal processes. He emphasizes the importance of using AI to automate routine tasks while leveraging human expertise for complex issues, and highlights the growing European tech ecosystem, particularly in Sweden and Poland, encouraging founders to think globally from the outset.
(01:09:26) - Andrew Reed, a Partner at Sequoia Capital since 2014, has been instrumental in investments across various sectors, including fintech and consumer internet. In the conversation, he discusses Sequoia's initial investment in Klarna in 2010, the company's strategic expansion into the U.S. market, and the evolving landscape of the fintech industry, emphasizing the importance of innovation and adaptability in a competitive environment.
(01:21:55) - Markus Villig, the Estonian entrepreneur and founder of Bolt, discusses his journey from starting the company at 19 to its expansion into global markets, emphasizing the importance of first establishing a strong home base before scaling internationally. He highlights the similarities between Bolt and Klarna in building two-sided marketplaces, noting the focus on supply-side growth to enhance consumer value. Villig also shares insights on the future of ride-sharing, the impact of self-driving technology, and the role of artificial intelligence in improving operational efficiency.
(01:43:05) - Lynn Martin, the 68th president of the New York Stock Exchange (NYSE) and the second woman to lead the exchange, discusses the recent surge in initial public offerings (IPOs), highlighting successful listings like Figma and Klarna, and emphasizes the importance of companies having a clear, deliberate strategy with a path to profitability when going public. She also notes the positive market response to Oracle's recent partnership with OpenAI, which led to a significant increase in Oracle's stock price. Additionally, Martin highlights the launch of NYSE Texas, which has attracted over 50 listed companies and 13 ETFs, attributing its success to Texas's pro-business legislation.

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LIVE @ YC Demo Day | Nate Bosshard, Joshua Reeves, Joshua Browder, Burkay Gur, Theo Browne & MORE Sep 10, 2025

Show notes

(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. He also highlights Andrew Dudum of Hims & Hers as an underrated entrepreneur, noting the company's rapid growth and successful public offering.
(24:17) - Jerry Qian, co-founder and CEO of Reacher, an AI-powered platform that automates creator marketing workflows for brands, discusses how Reacher helps brands find the right creators, personalize outreach, manage payments, and generate scripts to create viral content. He highlights the emergence of TikTok Shop as a significant social commerce platform and emphasizes the role of AI in enhancing creator marketing. Jerry also shares that Reacher has achieved $137,000 in monthly recurring revenue.
(27:52) - Joshua Reeves, CEO and co-founder of Gusto, a company reimagining payroll and HR services for small businesses, discusses his journey from Stanford electrical engineering graduate to entrepreneur, highlighting his experience with Y Combinator's Winter 2012 batch and the early days of Gusto. He shares insights into the company's initial focus on payroll, the importance of using their own product before paying themselves, and the challenges of raising funds during a time when many startups were centered on social and mobile platforms. Reeves also reflects on the significance of customer-centricity, drawing inspiration from Steve Jobs' 2005 Stanford commencement speech, and emphasizes the value of understanding and serving customers to build a successful business.
(33:28) - Bruno Koba, co-founder of Gauss, introduces their AI-driven investment analyst designed to assist retail investors in making informed decisions by monitoring markets, filtering noise, and delivering personalized insights. He emphasizes the platform's focus on reducing emotional investment mistakes and catering to thesis-driven investors who lack time for extensive market research. Bruno also shares his background, including roles at Nubank and Monashees, and mentions Gauss's subscription model, charging $19 per month, with plans to transition to a Registered Investment Advisor (RIA) model.
(39:24) - Jason Cornelius, co-founder and CEO of Perseus Defense, discusses the development of affordable 16-inch guided missiles designed to counter drone threats. He highlights the limitations of existing counter-UAS solutions, such as electronic warfare and high-cost interceptors, and introduces Perseus Defense's cost-effective alternative, aiming to produce missiles for under $10,000 per unit. Cornelius also shares the company's rapid prototyping progress, including multiple missile iterations and live-fire tests, and mentions engagements with the Department of Defense to advance the technology's deployment.
(44:53) - Farhan Khan, co-founder of Meteor and former University of Washington computer science student, discusses their AI-native browser designed to automate repetitive online tasks, positioning it as a superior alternative to Google Chrome. He explains that Meteor employs AI agents to handle activities like scheduling meetings and data entry, aiming to save users significant time. Farhan also shares his entrepreneurial journey, including previous projects and his decision to drop out of college to focus on building Meteor.
(48:31) - Wyatt Lansford is the co-founder and CTO of Pally, a platform that consolidates contacts and conversations from various platforms into one place, utilizing on-device AI to maintain user privacy. In the conversation, Haz Hubble, Pally's founder, discusses the platform's functionality, emphasizing its local data processing to ensure privacy, and shares the company's growth metrics, including reaching over 3,500 users and achieving $125,000 in annual recurring revenue within two months of launch. He also recounts his entrepreneurial journey, highlighting his admiration for Richard Branson and an early venture selling FIFA Ultimate Team coins at age 12.
(52:10) - Luigi Pederzani is the co-founder and CTO of mcp-use, an open-source toolkit that enables developers to build and deploy AI agents using the Model Context Protocol (MCP). In the conversation, he discusses mcp-use's open-source strategy, its growing GitHub repository with over 7,000 stars, and the company's bottom-up approach to enterprise adoption, similar to Supabase. He also mentions raising $6 million in funding and his previous experience in Zurich working on virtual try-on technology for e-commerce.
(56:18) - Dhruv Roongta is a 20-year-old entrepreneur and co-founder of Slashy, an AI agent that integrates with various applications to automate repetitive tasks. In the conversation, he discusses how Slashy connects to tools like calendars, Gmail, and Notion to streamline workflows, reducing the need for manual input. He also shares that 40% of their batch uses Slashy, with a 30% week-over-week growth, and mentions that 30% of the VCs at Demo Day are utilizing the product for meeting preparation.
(01:01:21) - Anmol Tukrel, CEO of Closera, a Y Combinator-backed startup, discusses how his company leverages AI to automate time-consuming tasks for commercial real estate brokers, such as creating sales materials—a process that traditionally takes four weeks and costs $5,000, but with Closera, can be completed in about five minutes. He also shares his background as a former Google product manager who monetized projects like Gemini and NotebookLM, and as the creator of iDentifi, an app aiding the visually impaired, which was featured in a Google commercial alongside notable figures.
(01:05:23) - Joshua Browder, founder and CEO of DoNotPay, discusses the emergence of AI-driven solutions in niche sectors, highlighting a startup utilizing AI for waste collection. He emphasizes the potential for building substantial businesses in specialized areas that large AI models may overlook. Browder also reflects on his early entrepreneurial ventures, including selling jailbroken phone themes at age 13, and expresses admiration for Larry Ellison's pricing strategies and business acumen.
(01:12:06) - Anson Yu is the founder of Normal, a company that automates hardware testing and compliance processes, focusing on robotics, drones, and other electrical components with radio features. He discusses how Normal streamlines testing infrastructure, which is often cumbersome or located overseas, to support teams in efficiently validating their hardware products. Since launching three weeks ago, Normal has achieved $35,000 in revenue and completed its funding round.
(01:15:47) - Aden Clemente, CTO of Effigove, is developing an AI operating system for local governments, starting with a 24/7 311 call center service. He discusses the limited availability of 311 lines in cities and how Effigove's AI-driven solution aims to provide consistent information services to all municipalities, regardless of size. Clemente also shares that Effigove is live in one city with an $80,000 ARR and has two additional contracts pending.
(01:22:10) - Zane Hengsperger, founder of Nox Metals, is revolutionizing the U.S. metal supply chain by integrating software and automation to deliver raw materials more efficiently to manufacturers. In the conversation, he discusses how his company purchases large metal billets, cuts them using advanced band saws, and supplies precisely sized blocks to clients like Hadrian for CNC machining. Hengsperger emphasizes the importance of reindustrializing America by enhancing factory efficiency through technology, aiming to provide next-day delivery of custom-cut metal blocks to factories n...

AI Adoption Trending Down for Large Companies, OpenAI Backs AI Animated Feature Film, China's Smart Glasses Domination | Avi Schiffmann, Sunny Madra, Scott Wu, Ara Kharazian, Zach Lloyd, Alex Cohen, Mati Staniszewski, Daniel Kao Sep 08, 2025

Show notes

(00:25) - AI Adoption Trending Down for Large Companies
(17:57) - OpenAI Backs AI Animated Feature Film
(21:31) - Avi Schiffmann, the creator of the AI companion device "Friend," discusses the product's extensive billboard advertising campaign and addresses criticism from a Wired article titled "I Hate My Friend," suggesting that the journalists' negative experiences may reflect their own biases. He emphasizes that Friend is designed to be more than a sycophantic AI, aiming to make users more confident and agentic, and notes that while the device may not appeal to everyone, many users have formed strong attachments, sending thousands of messages daily. Schiffmann also touches on the unique personality of Friend, shaped by years of development, and considers future economic models, including offering "life insurance" for the AI to preserve its memory and personality over time.
(34:09) - OpenAI Backs AI Animated Feature Film (cont'd)
(46:30) - Timeline
(01:10:34) - China's Smart Glasses Domination
(01:38:43) - Sunny Madra, an experienced entrepreneur and current COO and President at Groq, has a history of successful exits, including the sales of Autonomic to Ford and Xtreme Labs to Pivotal. In the conversation, he discusses the U.S. President's proactive approach to supporting technologists by addressing issues like export controls and tariffs, emphasizing the administration's commitment to enabling innovation and ensuring America's leadership in AI and technology.
(01:52:18) - Scott Wu, CEO and co-founder of Cognition AI, is a renowned competitive programmer and entrepreneur who has led the development of Devin, an autonomous AI software engineer. In the conversation, Wu discusses Cognition's recent $10.2 billion valuation following a funding round led by Founders Fund, the integration of Windsurf's products with Devin to enhance software engineering efficiency, and the company's focus on automating engineering tasks to reduce developer toil. He also addresses concerns about AI-generated code security, emphasizing the importance of existing engineering processes like code reviews, and highlights the potential for AI tools to transform software development by enabling engineers to focus on strategic problem-solving.
(02:14:11) - Ara Kharazian is an economist at Ramp, specializing in AI trends, macroeconomic forecasting, labor economics, and business dynamism. In the conversation, he critiques the Census Bureau's AI adoption survey for underestimating usage due to its narrow question framing, highlights Ramp's data indicating a 45% AI adoption rate among U.S. businesses, and discusses the emergence of the 996 work culture in San Francisco, noting increased Saturday work activity among startups.
(02:28:58) - Zach Lloyd, founder and CEO of Warp and former lead of the Google Sheets team, discusses the launch of Warp Code, an evolution of the Warp terminal into an agentic development environment that integrates AI agents to assist developers in writing, debugging, and deploying code. He highlights new features such as a built-in file editor, tools for reviewing agent-generated code, and WARP.md files for guiding agent behavior, emphasizing the importance of transparency and control in AI-assisted development. To make the launch memorable, Lloyd delivered the announcement from horseback in a Western-themed setting, aligning with the "Code on Warp" (C.O.W.) branding.
(02:36:54) - Alex Cohen, CEO of Hello Patient, a healthcare AI company, discusses the challenges of implementing conversational AI in healthcare, emphasizing the need for specialized solutions that integrate deeply with existing systems to handle complex workflows. He highlights the limitations of generic AI models in healthcare settings and the importance of understanding nuanced clinic operations to improve patient communication and scheduling. Cohen also touches on the balance between deterministic and generative AI approaches, aiming to enhance patient experiences while maintaining reliability and compliance.
(02:49:30) - Mati Staniszewski, co-founder and CEO of ElevenLabs, announced a $100 million tender offer at a $6.6 billion valuation, allowing early employees and investors to sell shares. He highlighted the company's rapid growth, reaching $200 million in annual recurring revenue, and emphasized their commitment to providing liquidity to early stakeholders while maintaining a healthy financial position. Staniszewski also discussed ElevenLabs' diverse revenue streams, including a creative platform for content creators and an agents platform for enterprises, both contributing equally to the company's success.
(03:03:48) - Daniel Kao, co-founder and CEO of TruckSmarter, discusses the company's recent $16 million fundraising led by Socio Ventures, backed by Cox Enterprises, and the launch of their new product, Dispatch. He highlights TruckSmarter's mission to provide free load boards to truck drivers, addressing the inefficiencies in job sourcing by consolidating disparate information into a single, accessible platform. Kao emphasizes the company's commitment to layering additional services, such as financial tools and AI-driven job matching, to further empower small trucking businesses and enhance their operational efficiency.