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    Technology

    TBPN

    TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing.

    Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.

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    Copyright: © TBPN Corp

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    Latest Episodes:
    Intel’s Tightrope Walk with Trump, Surprise Appearance From Dr. Drew | Darren Rovell, Dr. Drew Pinsky, Colin Anderson, Truman Sacks Aug 25, 2025
    Show notes
    • (01:59) - Intel's Tricky Dance with Trump
    • (41:09) - Is Trump's Intel Stock-Buy Socialism?
    • (50:44) - Timeline Reactions
    • (59:47) - Darren Rovell, a seasoned sports business journalist and avid memorabilia collector, discusses his transition from ESPN to founding Cllct, a media platform dedicated to the collectibles market. He highlights the platform's mission to provide serious journalism in the collectibles space, emphasizing its role as a comprehensive hub for collectors and investors. Rovell also shares insights into his personal collection, including unique items like the world's oldest Twinkie and significant sports tickets, reflecting his passion for preserving sports history.
    • (01:26:14) - Dr. Drew Pinsky, an American internist and addiction medicine specialist, is renowned for hosting the radio show "Loveline" and the television series "Celebrity Rehab with Dr. Drew." In the conversation, he recounts his venture into the dot-com industry, detailing how a high school friend guided him through establishing an online business during the tech boom, securing significant venture capital, and navigating the challenges of early internet entrepreneurship. He reflects on the rapid rise and fall of his company, highlighting the lessons learned from the experience.
    • (01:57:30) - Colin Anderson, former CFO of Palantir Technologies and co-founder of Friends & Family Capital, discusses his journey from an industrial engineering background to leading Palantir's finance team for eight years. He highlights the company's early challenges, including a period of significant expenses without revenue, and emphasizes the importance of mission-driven work and talent density in overcoming these obstacles. Anderson also shares insights on the forward-deployed engineering model, the complexities of enterprise sales within government sectors, and the critical role of finance in supporting rapid business growth.
    • (02:21:26) - Timeline Reactions
    • (02:27:01) - Truman Sacks, a 24-year-old entrepreneur and CEO of Cubby, discusses the launch of Cubby Law, the first AI teaching assistant for law students. He explains that the platform offers personalized study plans and unlimited practice exams tailored to individual courses and professors, aiming to help students excel in the highly competitive law school environment. Sacks also highlights the business model, targeting law students directly, and mentions the potential for future expansion into legal tech by building early relationships with future lawyers.
    • (02:36:46) - Timeline Reactions

    TBPN.com is made possible by:

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    Fin - https://fin.ai/tbpn

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    Follow TBPN:

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

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


    Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping Aug 23, 2025
    Show notes
    • (00:00) - Intro
    • (00:04) - The Big Money of Clipping
    • (14:12) - Meta Smart Glasses
    • (28:31) - Heads to the Moon
    • (34:21) - Mark Cuban (Investor & Entrepreneur)
    • (01:04:46) - Kanye’s Wild Mansion Makeover
    • (01:08:49) - Gabe Whaley (MSCHF)

    TBPN.com is made possible by:

    Ramp - https://ramp.com

    Figma - https://figma.com

    Vanta - https://vanta.com

    Linear - https://linear.app

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

    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai


    Follow TBPN:

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

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

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


    Jeffrey Katzenberg & Kimbal Musk, Dow Jumps as Powell Signals Rate Cut, Crusoe in Talks for $10B Valuation, Inside America's Most Expensive Home | Joe Weisenthal, Jessica Livingston, Zachary Bookman Aug 22, 2025
    Show notes
    • (00:58) - Dow Jumps as Powell Signals Rate Cut
    • (05:46) - Crusoe in Talks for $10B Valuation
    • (15:24) - Inside America's Most Expensive Home
    • (35:46) - Timeline
    • (01:13:47) - Joe Weisenthal, a financial journalist and co-host of Bloomberg's "Odd Lots" podcast, discusses the Federal Reserve's recent policy signals, noting that Chair Jerome Powell's comments suggest a dovish stance, which has positively impacted markets and cryptocurrencies. He highlights the debate over recent labor market data revisions, suggesting that while some view them as signs of economic slowdown, others believe they reflect temporary uncertainties, with potential for acceleration as businesses gain clarity. Weisenthal also touches on the limited role of AI in current economic discussions, indicating that while it's a theoretical concern for central bankers, it hasn't yet significantly influenced policy decisions.
    • (01:31:20) - Jeffrey Katzenberg, a renowned entertainment executive and co-founder of DreamWorks, discusses his investment in Nova Sky Stories, a drone entertainment company co-founded by Kimbal Musk. He likens Nova's innovative use of thousands of proprietary drones to create sky-based visuals to the early days of Pixar, emphasizing its potential to revolutionize storytelling. Katzenberg expresses excitement about collaborating with Musk to develop immersive "Sky Story" experiences, aiming to establish a new era of family-friendly entertainment.
    • (01:56:54) - Jessica Livingston, co-founder of Y Combinator, discusses her observations on the evolving startup ecosystem in San Francisco, noting a significant revitalization and optimism compared to previous years. She reflects on the importance of founders being deeply committed to their ventures, emphasizing that genuine interest and dedication are crucial for navigating the challenges of building a successful startup. Livingston also highlights the value of maintaining a focused and disciplined approach during the early stages of a company, suggesting that minimizing distractions can enhance productivity and increase the likelihood of achieving product-market fit.
    • (02:31:52) - Zachary Bookman is the co-founder and CEO of OpenGov, a company that provides cloud software solutions to local governments and state agencies. In the conversation, he discusses the challenges of modernizing government operations, emphasizing the importance of transparency and efficiency in public administration. He also highlights the need for mission-driven approaches to improve government performance and accountability.

    TBPN.com is made possible by:

    Ramp - https://ramp.com

    Figma - https://figma.com

    Vanta - https://vanta.com

    Linear - https://linear.app

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

    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai


    Follow TBPN:

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    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


    David Senra LIVE in The Ultradome | Chase Lochmiller & Alon Yariv, Filip Aronshtein, Gorkem Yurtseven, Sudheesh Nair, Julie Zhuo, Jakob Diepenbrock, Gabe Whaley Aug 21, 2025
    Show notes
    • (00:13) - Timeline
    • (11:48) - The Inexorable Rise of Latin America's Drug Cartels
    • (26:18) - Timeline
    • (26:45) - Beers, Buns, Baseball: The 9-9-9 Challenge
    • (31:35) - Timeline
    • (43:38) - Chase Lochmiller, co-founder and CEO of Crusoe Energy Systems, discusses the company's acquisition of Atero to enhance GPU utilization and efficiency in AI workloads. He emphasizes the importance of optimizing memory management to improve GPU performance and reduce costs, aiming to deliver high-performance, scalable, and reliable AI cloud infrastructure. Additionally, Lochmiller highlights the establishment of Crusoe's first Middle East office in Tel Aviv, leveraging regional talent to better serve a global customer base. Alon Yariv is a technology executive and entrepreneur currently serving as CEO of Atero.ai, a startup he founded in 2024. He has a background in mathematics, holding a Bachelor of Science in Pure Mathematics from Tel Aviv University, with expertise in combinatorics, graph theory, topology, and algebraic number theory. In addition to his work in tech, he shares insights on AI, entrepreneurship, and product development through writing and social media.
    • (58:57) - Fil Aronshtein, co-founder and CEO of Dirac, a company specializing in automating work instructions, discusses the company's partnership with Siemens, which has facilitated introductions to major automotive and defense clients, enhancing their market presence. He announces a successful primary financing round, securing $10.7 million from Founders Fund and Coatue, underscoring investor confidence in Dirac's mission. Aronshtein also highlights the importance of capturing and structuring tribal knowledge within manufacturing processes to improve efficiency and adaptability across various industries.
    • (01:08:33) - Gorkem Yurtseven, co-founder and CTO of Fal.ai, a company specializing in AI-generated media, discusses the company's rapid growth, attributing it to a dual focus on enterprise sales and an accessible developer experience. He highlights the importance of fine-tuning image models for specific products, enabling better image generation, and anticipates similar advancements in video fine-tuning. Yurtseven also notes the emergence of competitive open-source video models from China, such as a recent release from Alibaba, while acknowledging that AI-generated media has yet to reach mainstream adoption.
    • (01:18:34) - Sudheesh Nair discusses his company's recent $47 million funding round, emphasizing plans to create a new category by developing enterprise web agents that automate large-scale web browsing, transforming the internet into a structured database for enterprise analysis. He highlights the challenges of automating complex human-like browsing behaviors and outlines a proprietary architecture that captures website snapshots to generate synthetic data for scalable solutions. Sudheesh also addresses the competitive landscape, noting the convergence of browser agents, infrastructure providers, and code generation tools, and expresses confidence in his company's ability to build a significant enterprise-grade solution in this evolving market.
    • (01:28:09) - Julie Zhuo, a Chinese-American computer scientist and businesswoman, served as Facebook's Vice President of Product Design before co-founding Sundial, a data analytics startup. In the conversation, she discusses the importance of internal tools and experimentation in scaling products, the role of intuition and data in product development, and the significance of observing user behavior to inform design decisions. She also reflects on the challenges of managing growth teams and the necessity of balancing qualitative feedback with quantitative data to achieve product success.
    • (01:37:51) - Jakob Diepenbrock, a student investor and entrepreneur, founded one of the world's largest investing clubs for young people and has collaborated with leading financial industry figures to educate youth about investments. In the transcript, he discusses the evolution of startups Rainmaker and Valor from their early, uncertain pre-seed stages to their current success, emphasizing the importance of El Segundo as a hub for aerospace, defense, and hardware companies due to its rich talent pool and supply chain. He also highlights the area's cultural appeal to young entrepreneurs aiming to build impactful companies and mentions the historical significance of El Segundo, originally established as Chevron's second refinery in California.
    • (01:46:05) - Timeline
    • (01:50:17) - Gabe Whaley, founder and CEO of MSCHF, discusses the launch of Applied Mischief, an agency offering their internal creative services to external clients. He explains MSCHF's structure as a holding company with various divisions, including handbags, footwear, and fine art, each supported by a centralized back office handling design, marketing, and other functions. By opening these services to external clients, they aim to create a new profit center and expand their creative horizons.
    • (02:19:05) - Timeline
    • (02:46:24) - David Senra is the creator and host of the "Founders" podcast, where he delves into the lives and careers of notable entrepreneurs by reading and discussing their biographies. His podcast has gained recognition for its in-depth analysis and storytelling, attracting a dedicated audience interested in business and entrepreneurship. In various interviews, Senra has emphasized the importance of passion and perseverance in one's work. He believes that genuine love for one's craft enables individuals to overcome challenges and achieve long-term success. For instance, he highlights how Steve Jobs consistently created innovative products across multiple decades, attributing this sustained success to Jobs' deep passion for his work. Senra also discusses the significance of choosing the right heroes and learning from their experiences. He mentions figures like Steve Jobs, Enzo Ferrari, and David Ogilvy as sources of inspiration, noting that studying their lives provides valuable insights into building successful businesses and fulfilling lives. Regarding his own journey, Senra shares that he didn't discover his true calling until his early thirties. He underscores the importance of persistence and following one's passion, regardless of when one finds it. This perspective is evident in his dedication to the "Founders" podcast, where he combines his love for reading and storytelling to share the lessons from the lives of great entrepreneurs. In summary, David Senra is a podcaster who explores the biographies of influential entrepreneurs, extracting lessons on passion, perseverance, and the importance of learning from the experiences of others.

    TBPN.com is made possible by:

    Ramp - https://ramp.com

    Figma - https://figma.com

    Vanta - https://vanta.com

    Linear - https://linear.app

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

    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai


    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


    Mark Cuban, Vlad Tenev & MORE | Larry Ellison's Cloud Scores Big, Silicon Valley's Family Life, Qasar Younis, Minna Song Aug 20, 2025
    Show notes
    • (00:21) - Timeline
    • (06:37) - AI Orality Opens Up the Grift Gates
    • (27:23) - Ellison's Cloud Scores Big with AI Titans
    • (44:25) - Timeline
    • (01:35:31) - Silicon Valley's Pro-Family Posture Fights Reality
    • (01:46:00) - Timeline
    • (01:57:17) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's evolution into a comprehensive financial platform, offering services like credit cards, banking, and retirement accounts. He highlights Robinhood's mission to democratize finance by enabling customers to manage various financial assets and transactions within a single app. Tenev also emphasizes the integration of AI to enhance customer support and the company's commitment to expanding access to financial markets, including initiatives to involve retail investors in IPOs and private markets.
    • (02:31:59) - Mark Cuban, a billionaire entrepreneur and owner of the Dallas Mavericks, discusses the potential risks of integrating advertisements into AI models, emphasizing that such practices could lead to manipulative outputs and ethical concerns. He highlights the importance of maintaining transparency and trust in AI interactions, warning that ad-driven algorithms might prioritize profit over accuracy, similar to issues observed in social media platforms. Cuban advocates for clear identification of any advertising within AI platforms to ensure users are aware when they are being marketed to, thereby preserving consumer trust.
    • (03:02:38) - Qasar Younis, co-founder and CEO of Applied Intuition, discusses his company's role in providing software tools for autonomous vehicle development, emphasizing their profitability and high gross margins. He highlights their partnerships with major automotive OEMs, including GM, and the adaptability of their software across different hardware platforms. Younis also addresses the evolving landscape of vehicle autonomy, noting the industry's shift towards integrated, cost-effective sensor solutions and the importance of maintaining brand identity amidst technological advancements.
    • (03:22:33) - Minna Song, co-founder and CEO of EliseAI, holds a Computer Science degree from MIT and founded the company in 2017 to address inefficiencies in housing communication. In the conversation, she discusses EliseAI's origins, emphasizing its focus on automating property management tasks through AI to enhance operational efficiency and tenant satisfaction. She also highlights the company's commitment to providing reliable, enterprise-grade AI solutions tailored to the unique challenges of the housing industry.

    TBPN.com is made possible by:

    Ramp - https://ramp.com

    Figma - https://figma.com

    Vanta - https://vanta.com

    Linear - https://linear.app

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

    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai


    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


    Chamath Is Back With New SPAC, AI Scrutiny, China’s Moon Push | Pete DeJoy, Marty Kausas, Matteo Franceschetti, Abdul Al-Asaad, Derek Lo, Alex Telford Aug 19, 2025
    Show notes
    • (00:30) - Chamath is Back with New SPAC
    • (31:33) - Timeline
    • (01:01:23) - TBPN Substack
    • (01:16:35) - Gong of the Day
    • (01:26:14) - Timeline
    • (01:59:29) - Pete DeJoy, co-founder and interim CEO of Astronomer, discusses the company's evolution from its inception in Cincinnati, Ohio, to becoming a leader in data orchestration with its Apache Airflow-powered platform, Astro. He highlights the company's significant growth, including a 292% year-over-year revenue increase and the relocation of their headquarters to New York City. DeJoy also addresses the recent media attention following the resignation of former CEO Andy Byron, emphasizing the team's resilience and commitment to their mission.
    • (02:12:01) - Timeline
    • (02:15:55) - China Heads to the Moon
    • (02:21:46) - GPT-5 Facing a Reverse Deepseek Moment
    • (02:30:57) - Marty Kausas, co-founder and CEO of Pylon, a B2B customer support platform, discusses the company's recent $31 million Series B funding co-led by Andreessen Horowitz and Bain Capital Ventures. He highlights Pylon's focus on the B2B market, emphasizing the complexity of support needs involving multiple teams and the necessity for comprehensive account context. Kausas also outlines Pylon's strategy to build a system of record from scratch, integrating AI agents to effectively manage intricate B2B support scenarios.
    • (02:37:25) - Matteo Franceschetti, co-founder and CEO of Eight Sleep, announced the company's recent $100 million Series D funding, bringing total funding to $250 million. He highlighted the company's financial strength, noting they've been free cash flow positive for the past year, and outlined plans to enhance AI capabilities, pursue FDA approvals for sleep apnea and menopause-related products, and expand into the Asian market, particularly China.
    • (02:44:03) - Abdul Al-Assad, co-founder and CEO of Basic Capital, discusses his company's mission to enable individuals to use credit for investing in financial assets rather than consumption. He highlights the recent $25 million Series A funding led by Kirsten at Code Runner and addresses public concerns about the risks of using credit to invest, emphasizing the importance of long-term investment horizons and the potential for wealth building through asset ownership. Abdul also contrasts Basic Capital's approach with traditional leveraged ETFs and margin loans, advocating for structured, long-term financing options to help individuals build wealth over time.
    • (02:55:54) - Derek Lo, founder and CEO of Medallion, a provider network management platform, discusses the company's recent $43 million funding round led by Acrew Capital, with participation from Sequoia, Google Ventures, and Spark Capital. He explains how Medallion automates back-office processes for healthcare companies, focusing on managing clinical networks and streamlining tasks like credentialing and compliance. Lo also highlights the company's strategic decision to concentrate on healthcare-specific workflows rather than entering the competitive payroll space, emphasizing the importance of precision in their AI applications due to the critical nature of healthcare operations.
    • (03:01:39) - Alex Telford, co-founder of Convoke, a biotech software startup, discusses their platform's aim to automate the knowledge work involved in drug development, focusing on planning and preparation to accelerate the process. He announces an $8.6 million seed funding led by Kleiner Perkins and shares his background as a life sciences consultant, emphasizing the potential of AI to enhance efficiency in the pharmaceutical industry. Telford also expresses skepticism about AI's role in patient recruitment, highlighting the challenges posed by the limited availability of patients for clinical trials.

    TBPN.com is made possible by:

    Ramp - https://ramp.com

    Figma - https://figma.com

    Vanta - https://vanta.com

    Linear - https://linear.app

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

    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai


    Follow TBPN:

    https://TBPN.com

    https://x.com/tbpn

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

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

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


    OpenAI Staff to Sell $6B in Stock, Flirty Meta Chatbot Leads NJ Man to Death, Claude Can Now End Conversations | Noor Siddiqui Aug 18, 2025
    Show notes
    • (07:18) - OpenAI Staff to Sell $6B in Stock
    • (10:38) - Financial Times: Stop Talking About AI
    • (20:37) - Do LLMs Have Music Taste?
    • (39:01) - Man Dies After Being Lured by Chatbot
    • (43:54) - Claude Can Now End Conversations
    • (57:46) - The Big Money of Clipping
    • (01:21:43) - Timeline
    • (01:35:28) - Noor Siddiqui, founder and CEO of Orchid, a reproductive technology company, discusses how Orchid's whole-genome embryo screening empowers prospective parents to assess and mitigate genetic risks before pregnancy, aiming to shift reproductive healthcare from reactive to proactive. She highlights that traditional IVF provides limited information, whereas Orchid's platform sequences over 99% of an embryo's genome, offering insights into more than 1,200 conditions, including heart defects, pediatric cancers, and neurodevelopmental disorders. Siddiqui emphasizes that this technology enables parents to make informed decisions, potentially reducing the incidence of genetic diseases and associated suffering.
    • (01:55:52) - Timeline

    TBPN.com is made possible by:

    Ramp - https://ramp.com

    Figma - https://figma.com

    Vanta - https://vanta.com

    Linear - https://linear.app

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

    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai


    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


    Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot Aug 16, 2025
    Show notes
    • (00:00) - Intro
    • (00:05) - Sam Altman vs. Elon Musk
    • (25:34) - Roy Lee and Cluely's Curious Marketing Strategy
    • (28:50) - Ads in ChatGPT
    • (38:20) - Perplexity Wants to Buy Chrome
    • (55:10) - UFC’s $7.7 Billion Paramount Deal
    • (01:09:13) - Apple is Building a Robotic Siri For Your Home
    • (01:28:40) - Slop vs. Steel Debate w/ Delian Asparouhov (Varda) & Everett Randle (Kleiner Perkins)

    TBPN.com is made possible by:

    Ramp - https://ramp.com

    Figma - https://figma.com

    Vanta - https://vanta.com

    Linear - https://linear.app

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

    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai


    Follow TBPN:

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    Slop vs. Steel Showdown w/ Delian & Everett, GPT-5 Backlash, Trump Eyes Intel Stake | Bill Bishop, Jimmy Goodrich, Lennart Heim, David Stout, Cameron Schiller, Cyriac Roeding, NFM Live Aug 15, 2025
    Show notes
    • (00:54) - LIVE Slop vs. Steel Debate w/ Delian & Everett. Delian Asparouhov, a Bulgarian-born entrepreneur and venture capitalist, is a partner at Founders Fund and co-founder of Varda Space Industries. Everett Randle is a partner at Kleiner Perkins, where he focuses on inflection-stage investments in tech startups. He rejoined the firm in 2022 after stints at Founders Fund—where he backed companies like Rippling, Wave, Stord, and Chronosphere—as well as earlier roles at Bond Capital and Vista Equity Partners.
    • (33:36) - Timeline
    • (42:06) - GPT-5 Backlash
    • (01:03:08) - Deepseek's Next AI Model Delayed
    • (01:10:42) - Timeline
    • (01:13:04) - Trump Considers Stake in Intel
    • (01:23:56) - Timeline
    • (01:27:48) - Bill Bishop, co-founder of CBS MarketWatch and author of the Sinocism newsletter, is a seasoned China analyst with extensive experience living and working in Beijing. In the conversation, he critiques the U.S. strategy of selling Nvidia's H20 AI chips to China, arguing that it inadvertently aids China's goal of technological self-reliance by allowing them to bridge gaps in their domestic capabilities. Bishop emphasizes that China's Communist Party is committed to reducing dependence on foreign technology, and U.S. policies facilitating chip sales may ultimately undermine America's competitive edge in AI development.
    • (01:45:23) - Jimmy Goodrich, a leading expert on technology, geopolitics, and national security with a focus on China and East Asia, discusses the complexities of U.S. export controls on semiconductors to China, highlighting how these measures often lead to stockpiling by Chinese companies and are perceived as inconsistent by Beijing. He emphasizes the significant value of Nvidia's H20 chip for China's AI development, noting its cost-effectiveness and the widespread use of Nvidia's CUDA platform among Chinese developers. Goodrich also expresses concerns about the potential national security risks associated with providing advanced computing capabilities to China, including their applications in cyber warfare and disinformation campaigns.
    • (02:01:12) - Lennart Heim, an associate information scientist at RAND and professor of policy analysis at the Pardee RAND Graduate School, focuses on the role of computational resources in advanced AI systems and their governance. In the conversation, he discusses the complexities of the semiconductor supply chain, highlighting the dominance of companies like TSMC and ASML in chip fabrication and the challenges faced by competitors such as Intel. He also explores the potential of cloud computing as a governance tool, suggesting that centralized control over AI compute resources could enhance security and oversight.
    • (02:14:00) - David Stout, founder and CEO of webAI, discusses the company's focus on developing AI models that operate directly on devices, enhancing privacy and reducing reliance on cloud infrastructure. He highlights their proprietary technology stack, including a runtime engine and AI library, which enables running large models on local hardware like laptops. Stout also addresses the importance of memory in AI performance, advocating for increased RAM in devices to support more efficient on-device inference.
    • (02:30:53) - Cameron Schiller, CEO of Rangeview, discusses the company's mission to revitalize American manufacturing through automated aerospace foundries, emphasizing the need for a national resurgence in industrial production to address both economic and security concerns. He highlights the importance of traditional manufacturing methods like casting, advocating for their modernization to enhance efficiency and scalability. Schiller also reflects on his personal journey, influenced by his father's engineering background, and calls for a collective effort to rebuild the nation's manufacturing capabilities.
    • (02:42:20) - Cyriac Roeding, a Silicon Valley-based German-American entrepreneur, is the co-founder and CEO of Earli, a company focused on early cancer detection and treatment. In the conversation, Roeding discusses Earli's innovative approach of using genetic constructs that activate only in cancer cells, compelling them to produce proteins that either make the cancer visible or stimulate the immune system to attack it. He also highlights the challenges in biotech funding, emphasizing the need for a national commitment to maintain U.S. leadership in biotechnology.
    • (02:49:09) - NFM Live is a podcast series produced by NFM TV, a platform that delivers mortgage industry news and insights. In this episode, the hosts discuss their backgrounds in venture capital, their experiences in the Korean tech market, and their plans to expand their podcast to reach a global audience. They also share their aspirations to feature prominent guests, including venture capitalists, engineers, authors, and even political figures, aiming to build a unique brand in the media landscape.

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    NVIDIA Chip Export Debate with Aaron Ginn, Apple Building a Robotic Siri | Delian Asparouhov, Jen Bucci, Ben Kennedy, Jessica Wu, Parag Agrawal, Eric Simons, Matt George Aug 14, 2025
    Show notes
    • (08:42) - NVIDIA Chip Export Debate w/ Aaron Ginn. Aaron Ginn is a technology entrepreneur and policy analyst known for his insights into artificial intelligence (AI) and U.S.-China relations. In the conversation, he critiques the notion that restricting Chinese access to Nvidia's AI hardware will hinder China's AI progress, suggesting it may instead accelerate their development of domestic alternatives. He also discusses the inefficacy of U.S. export controls, emphasizing that such measures might not effectively impede China's AI advancements.
    • (49:43) - Apple is Building a Robotic Siri For Your Home
    • (01:11:50) - Timeline
    • (01:28:42) - Delian Asparouhov is a Bulgarian-born entrepreneur and investor who is a Partner at Founders Fund and the Co-founder and President of Varda Space Industries, which builds space factories to manufacture pharmaceuticals in microgravity. He previously founded the healthcare app Nightingale, led growth at Teespring, and served as a Principal at Khosla Ventures.
    • (02:03:05) - Jen Bucci is the Head of Design at Anduril Industries, where she leads the company's design identity across brand and product. In the conversation, she discusses the design elements of Anduril's NASCAR paint scheme, highlighting the use of black and safety yellow to reflect the company's core colors and their application in product design. She also emphasizes the synergy between Anduril's identity and NASCAR's bold graphics and high-visibility colors.
    • (02:09:17) - Timeline
    • (02:18:45) - Ben Kennedy, NASCAR's Executive Vice President and Chief Venue & Racing Innovations Officer, discusses the upcoming "Race on the Base" event scheduled for June 19-21, 2026, at Naval Base Coronado in San Diego. This historic event will feature NASCAR's top three series—the Cup Series, Xfinity Series, and Craftsman Truck Series—racing on a temporary three-mile circuit winding through the base, including the tarmac and past aircraft carriers. Kennedy highlights the partnership with Anduril, emphasizing their shared values of precision, speed, and innovation, and invites interested technology companies to explore collaboration opportunities with NASCAR.
    • (02:25:28) - Jessica Wu, co-founder and CEO of Sola, an agentic process automation platform, discusses how Sola leverages AI to automate complex operational workflows by mimicking human actions across various platforms. She highlights the platform's application in logistics, where it integrates with internal portals, external systems, and spreadsheets to manage end-to-end shipment processes, reducing manual labor. Wu also announces Sola's recent $17 million Series A funding led by Andreessen Horowitz, with continued support from Conviction and Y Combinator.
    • (02:33:36) - Parag Agrawal, former CEO of Twitter, has founded Parallel Web Systems, an AI startup developing infrastructure for AI applications to utilize web data. In the conversation, Agrawal discusses the launch of Parallel's Deep Research API, which enables enterprises to integrate advanced AI-driven web data analysis into their workflows, outperforming existing models in quality and accuracy. He also highlights the company's focus on optimizing the balance between cost and performance, aiming to provide superior AI solutions across various industries.
    • (02:43:41) - Eric Simons is the founder and CEO of StackBlitz, the company behind Bolt, a web-based AI coding agent that rapidly grew from zero to $40 million in annual recurring revenue within five months. In the conversation, he discusses Bolt's transition to a new business model, emphasizing that as margins on AI prompting decrease, the company plans to generate revenue by hosting websites and applications. He also highlights the importance of offering the best services and workflows to customers, focusing on hosting services and collaborative product development tools to ensure high retention rates.
    • (02:52:23) - Matt George, founder and CEO of Merlin, discusses the company's development of the Merlin Pilot, an advanced automation system for aircraft, and their recent announcement to go public, marking a significant milestone as one of the first defense startups to do so. He explains that this move will enable Merlin to raise capital for executing large contracts, particularly with the U.S. Air Force, and facilitate mergers and acquisitions. Additionally, George highlights the potential of their technology to reduce the number of pilots required per aircraft, leading to substantial cost savings for the airline industry and enhancing mission management capabilities for military operations.
    • (02:59:06) - U.S. Plans Potential Equity Backing For Intel.

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